1. UNIVERSITY OF MINNESOTA Department Contact Training Updated: February 22, 2015

2. Important Web Links General SRT Information: http://oms.umn.edu/srt http://oms.umn.edu/srt SRT HELP Support: : http://eval.umn.eduhttp://eval.umn.edu OR call 1-HELP (1-4357) eXplorance Blue: http://srt.umn.edu/blue SRT Policy: http://policy.umn.edu/Policies/Education/Education/TEACHINGEVALUATION.html

3. Roles and Responsibilities of Department Contacts 1. Distribute the SRT scanable answer sheets, header sheets and instructions to the classes that require paper administration. 2. Ensure all SRT answer sheets and corresponding header sheets will be returned to OMS within 10 days of the paper administration. 3. For SRT questions that arise: a. First, send an email to http://eval.umn.edu OR callhttp://eval.umn.edu 1-HELP. The IT Help Line should resolve most issues. b. Second, if needed, contact OMS at 612-626-0006

4. Roles and Responsibilities of Department Contacts 3. Serves as the Point-of-Contact between OMS and Dept. 4. Works with Dept. Chair/Head to determine which courses in the Dept. will administer the SRT online and which courses will be paper administration. Contact is responsible for entering this information into eXplorance software. The default is SRT paper administration, unless the course is an online course. 5. Works with the Department’s Class Scheduler to ensure all course/instructor information is correct in PeopleSoft.

5. Spring 2015 Begin to Integrate UMC New SRT Form includes Instructor & Course Questions SRT Course Questions will be released to students PeopleSoft 9 integration Phase V: Integration Fall 2014 Full Production UMM, & Law School School of Nursing Launch Phase IV: Customization Summer 2014 Decommissioned the former SRT online site on June 30 th, 2014 http://eval.umn.eduhttp://eval.umn.edu SRTs new online replacement: http://srt.umn.edu/bl ue Phase III: Decommission Spring 2014 SRT process same Full Production TC, UMC, & UMR Paper SRTs viewable in eXplorance Blue Phase II: Implementation Fall 2013 RFP Completed Contract Signed Initial Pilot in CEHD Adoption on-line SRTs TC Phase I: Introduction

6. All Dept. courses are visible to Dept. Admins Tasks are assigned to Dept. Admins Opt-in/Opt-out will be chosen by Dept. Admins Links sent to Dept. Chair for SRT Reports (Report Reader) New Authority of Departments Can be viewed in MyU Portal My Courses & Teaching tab 24/7 availability for Students to complete on-line SRT Task based, automated email sent out to Students, Instructors, Dept. Admins, and Report Readers Improving Response Rates Mobile compatibility Web based delivery Accessibility compliance Moodle integration PeopleSoft integration Multi-instructor SRTs University policy and data privacy regulation compliance Integration with University Data Infrastructure New & Updated Features

7. Paper Administration is the default Beginning in Spring 2015, the default for “completely online” courses will be set to web based collection If you let OMS know you want ALL courses for a department ID to have web-based data collection we can set this up right away; OR you may set this up yourself Things to Note:

8. Data is tied directly to the course database Web collected SRT responses must have all instructors linked to the course with an instructor role of PI/SI/TA before data collection starts in order to collect the data Instructors must be assigned one of these roles before paper collected data can be imported in to the system Things to Note:

9. Stakeholder Group Supplemental Identifiers Primary Privilege/Task Additional Role/ Responsibility Student  Rater (eXplorance)  Default User (eXplorance) Form Fill Out  Completing the SRT within the Designated Window Instructor/ T.A.  Secondary Subject (eXplorance) Subject View  Distributing Secondary Reminders to Complete the SRT Report Viewer  Report Reader (UofM) Report Viewing Department Contact Subject View Management  Determining Data- Collection Method (Online vs Paper) Department Chair  Department Head (UofM)  Appointing “Department Contacts”  Appointing “Report Viewers”

10. Instructor/ Department Admin Task email to alert reports are available for viewing Report Reader Department Contact Task Choose Opt-in /Opt- out (online/paper data collection method) Subject View Management Instructor Task Live progress of response rates so Instructor can encourage participation Subject View Student Task Complete online data collection based on sent email and Moodle notification Form Fill Out

11. Determined by the time between the first class meeting and the last class meeting listed in course database 1 to 5 days 1 days to complete SRT First reminder on last day Second reminder on last day 1-5 Days class duration 6 to 34 days 20% of course duration to complete SRT First reminder @ midpoint (10% of class) Second reminder on last day 6-34 Days class duration 35 to 59 days 7 days to complete SRT First reminder @ 4 day mark Second reminder on last day 35-59 Days class duration Greater than 59 days 14 days to complete SRT First reminder @ 7 day mark Second reminder on last day >59 Days class duration

12. http://srt.umn.edu/blue Log In Here

13. Once logged in, your menu options are viewable below the My Space heading. This includes your personal Home view.

14. Click Dashboard to view all Courses within your department

15. To navigate to Subject View Management (SVM), click the drop down arrow next to Task Type

16. Click the drop down arrow next to Project to select the term

17. To navigate to Opt in/Opt out, find the course you wish to change, Click Select in the same row of the course to the far right

18. You must choose either Opt in OR Opt out Click Opt in button to choose On-Line Mode Click Opt out button to choose Paper Mode (chosen below) Click Finalize button to save and return to Dashboard

19. If you have clicked “Finalize” and find you need to make a change, contact the OIT help line via eval@umn.edu eval@umn.edu Things to Note:

20. To narrow the search of courses populating the results window, click Subject Dropdown arrow to display one course at a time

21. Courses are “owned” by the DEPTID associated with the course (CLASS_NBR) in the course database. Secondary access can currently be granted at the SUBJECT level. Cross listed courses are available to all units with students in the “classroom”. Dissertation, internships/externships and many practicum courses are not listed by filtering. These may be added by request. Things to Note:

22. To find and view all courses with a specific status, click Task Status dropdown arrow

23. Instructor/ Department Admin Task email to alert reports are available for viewing Report Reader Department Contact Task Choose Opt-in /Opt- out (online/paper data collection method) Subject View Management Instructor Task Live progress of response rates so Instructor can encourage participation Subject View Student Task Complete online data collection based on sent email and Moodle notification Form Fill Out

25. Web collected data will have reports available three weeks after the last class meeting date. (This is to account for Finals Week and the 72 hour grade submission window.) Paper collected data will be reported as quickly as processed. IMPORTANT - Please note: ALL Paper SRTs need to be submitted to OMS within 10 days after data collection! (Spring and Summer 2014 reporting updates are still currently a manual process.) When Will Reports Be Available?

26. Instructor/ Department Admin Task email to alert reports are available for viewing Report Reader Department Contact Task Choose Opt-in /Opt- out (online/paper data collection method) Subject View Management Instructor Task Live progress of response rates so Instructor can encourage participation Subject View Student Task Complete online data collection based on sent email and Moodle notification Form Fill Out

27. Instructors (and contacts with SVM) can view the response rates during the open window. Currently these tasks are tied together with the course selection but will be separated with spring 2015 update to the software. When SV and SVM separated will only show when data collection is occurring.

28. Instructor/ Department Admin Task email to alert reports are available for viewing Report Reader Department Contact Task Choose Opt-in /Opt- out (online/paper data collection method) Subject View Management Instructor Task Live progress of response rates so Instructor can encourage participation Subject View Student Task Complete online data collection based on sent email and Moodle notification Form Fill Out

29. Click Dashboard to view all Courses with open data collection forms

30. Blue Terminology Blue refers to courses as “Subjects” and Instructors as “Secondary Subjects”

31. Course items are asked once for each course Instructor items are asked once for each instructor in the course Instructor Items Course Items

32. www.myu.umn.edu Login to MyU

33. Blue Subject View Management Review (Selecting Paper/Web Data Collection Method) Determine which courses will be using web/online data collection. (Note: All instructors for the course will use either paper or online collection since the process is tied to the central database feed.)

34. Go to srt.umn.edu/bluesrt.umn.edu/blue Go to the dashboard Here you will see a large number of Subject View Management tasks Use the filter at the top to find a specific course, or a specific set of courses (be sure to filter by Subject instead of Project) Click Select Choose Opt In (use online SRTs) or Opt Out (use paper SRTs) Click Finalize

35. Blue Subject View Management Review (When is it available?) Currently anytime during the term (after the first class meeting has been completed) When Subject View and Subject View Management are separated in the software anytime up to the time data collection is to start

36. Questions?