1. IPEDS Focus Session 2: Derived Variables in IPEDS SHEEO/NCES Network Conference & IPEDS Workshop 3/31/04 John Milam HigherEd.org, Inc.

2. Project Description NCES project to add value to IPEDS by creating new derived & calculated variables Derived variables will make it quicker for users to get the data they need without lots of calculations; will be more than subtotals Derived variables address policy questions Parallel to NPEC Data Feedback project Parallel to improvements to PAS Derived variables are required for 2 new tools - IPEDS DAS & Peer Tool for Novices

3. Reviewed relevant literature to identify variables that have been used to address policy issues in postsecondary education Reviewed IPEDS surveys Prepared working list of variables Obtained preliminary review & comments from NCES & the IR & association communities Held IPEDS Technical Review Panel 2/4-5/04 to identify issues & revise list Project activities

4. Reviewed imputation & perturbation issues NCES upgraded PAS navigation/subtotals NCES review of new variables Preparing report of recommendations Will post proposal on IPEDS website with period for commentary & feedback Will integrate comments w/ NCES decisions Will create definitions & SQL Will integrate variables into applications Project activities – cont.

5. Derived variables must suit the tools All will be available in the PAS/DCT Subset in the Peer Tool for Novices Subset in the IPEDS DAS When is a calculation so onerous it needs to be created as a new variable? Need variables to produce ED Tab tables w/ the IPEDS DAS Some assumptions & questions

6. Handling single-record vs multi-record data; hierarchical or qualifying When is a derived variable a variable vs. a value label? When to use data vs. percentages? What will the tools provide automatically? Display of means, counts, & sums Some assumptions & questions – cont.

7. Subtotals for qualifying variables & data whenever possible Student FTE by level (new method) Total full-time faculty FTE for non-medical & non-medical (new method) New total with definitions for “core revenues” & “core expenses” Core revenues (total & by source) as a % of core revenues Net tuition & fees revenue as a % of core revenues Net tuition & fees revenue per FTE student Expenses by type as a % of core expenses Core expenses (total & by type) per FTE student (NPEC) Equity Ratio (Net Assets divided by Total Assets) Average undergraduate charges by residency Average total price of attendance (new method) Admissions ratios/yield by gender TRP Recommendations

8. Combinations of totals for tuition & fees, room & board, books & supplies, & other expenses by residency and financial aid dependency status Grants (by type) as a % of average total price of attendance Loans as a % of average total price of attendance Dorm capacity as percent of total full-time enrollment w/ grad & first prof Fall total enrollment by adult age (25-64) by status & level Fall undergraduate enrollment % as <18, 18-24, 25-64, 65+ Average 9-month equated salary, total & by rank Average 9-month equated total compensation, total & by rank Total Fringe Benefits as a % of Total Expenses Total Salaries + Fringe Benefits as a % of Total Expenses Total Salaries as a % of Total Expenses TRP Recommendations -2

9. Admissions Admitted as % of applied Students enrolled as % of admitted Completions demographics Ethnicity by undergraduate completions as % of undergraduate completions Enrollment Full-time Fall enrollment Part-time Fall enrollment Total Fall enrollment Total FTE enrollment Unduplicated headcount Enrollment demographics Ethnicity by undergraduate students as % of undergraduates NPEC variables for Novices tool

10. Faculty % Female tenured of full-time faculty % Full-time faculty % Tenured of full-time faculty Faculty demographics Ethnicity as % of full-time faculty Faculty salaries Avg salary - professor male Avg salary - professor female Avg salary - associate professor male Avg salary - associate professor female Avg salary - assistant professor male Avg salary - assistant professor female NPEC variables for Novices tool - 2

11. Finance Instruction expenditure per FTE State & local gov't appropriation revenue per FTE Tuition & fee revenue per FTE Financial aid Avg amount of federal grants & scholarships Avg amount of institutional grants & scholarships Avg amount of loans Avg amount of state grants & scholarships % of Students receiving federal grants & scholarships % of Students receiving institutional grants & scholarships % of Students receiving loans % of Students receiving state grants & scholarships Scholarship & fellowship per FTE NPEC variables for Novices tool - 3

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