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Preparing for better pre-entry information
 UCAS Data Matters – the data journey
 Hotel Russell, London, January 2011


 Professor Mark Stubbs
 Head of Learning & Research Technologies
 Manchester Metropolitan University

 m.stubbs@mmu.ac.uk | http://twitter.com/thestubbs




Monday, January 24, 2011                             1
Informed Choice
‘Many prospective students do not get adequate advice or information
to help them choose a course of study’
Browne, Oct 2010

             ‘In our 2008 report, we suggested that universities
             should publish a standard set of information setting
             out what students can expect from their academic
             programme – we are pleased to see that the
             coalition government will be taking this forward’
             National Student Forum, Annual Report 2010

‘The consultation proposes that providers of higher education
should review their approach to publishing information for
prospective students. It suggests that a standardised set of key
facts for each course should be published on institutions’ web-sites. closes Mar 7
This information would be called the Key Information Set (KIS)’
HEFCE, Dec 2010
Informed Choice | not a new agenda
• In 2005, UCAS supported a JISC project to address
  – National agenda of „informed choice‟ about learning opportunities but
  – feeling that education lags behind other sectors in making its „products‟ easy
    to discover and compare.
  – Standards exist for exchanging information about
    people, groups, membership and learning objects but
  – no standard way to exchange information about courses.
  – Institutions developing ways to populate their prospectus from definitive
    data but
  – resorting to primitive data entry to populate aggregator sites, regional
    portals, area prospectuses…
  – Genuine interest from the community in a standard for exchanging course
    info that facilitates joined-up thinking

• called eXchanging Course-Related Information
XCRI | project
 • Opened dialogue with European partners in a search for
   best practice
 • Surveyed prospectus websites & underpinning business
   processes
 • Evolved a data exchange specification based on best
   practice and large-scale trials
 • Proposed an XML specification that drove EU-level
   negotiations on a common information model for
   advertising learning opportunities
 • Endorsed by UK ISB for ESCS in Feb 2009
 • Building XCRI-readiness amongst UK providers
Monday, January 24, 2011                                    4
XCRI | relationship shift

               UCAS LLN NLD                             UCAS LLN NLD



                                      Provider                          Aggregators
                                      Re-keys &                         Poll &
                                      Pushes for each                   Harvest from
                                      Aggregator                 XML
                                                                        Providers

                           Learning                       Learning
                           Provider                       Provider
                                                                       Provider
                                                                       publishes
                                                                       XCRI prospectus
                                                                       as well as web
            Web                                    Web                 prospectus
         Prospectus                             Prospectus
Monday, January 24, 2011                                                                 5
XCRI | significance
 • A European Norm on metadata for advertising
   learning opportunities will be established in 2011
           – MLO prEN 15982
 • Member states should drop any competing
   standards and pursue compliance
 • Good news!
           –    XCRI 1.2 earmarked as UK implementation of MLO
           –    XCRI 1.2 can deliver Key Information Sets
           –    Significant XCRI capacity building in place
           –    BUT ... some sectoral process & systems hurdles
Monday, January 24, 2011                                          6
Course Info | state of the art
 • Interim findings from the JISC‟s £8M 4 Year
   Curriculum Design & Delivery Programme…

             ‘Many problems with the management of course-related
             information can be put down to the fact that this is still a
             document-based rather than a data-based system (and
             paper-based at most institutions). This gives rise to
             duplication of effort and of information, lack of version
             control, poor re-use of relevant information for different
             purposes, and a tendency for information to be designed
             for approval rather than any other purpose.’




Monday, January 24, 2011                                                    7
Course Info | systemic problems
Practice is too                                 QAA commend our
                     We struggle to
varied to                                       robust processes
                     interpret vague
systematise          QA docs


                    Central systems don’t
      Student Records
                    support local variety   QA We keep it vague to
                                                avoid tortuous QA
We re-type          so we build our own
everything
into UCAS
                   We can’t get
       Marketing   concrete details on Course Teams do marketing
                                                 Why
                   courses for website,          never have up-to-
                   so maintain our own           date info about our
                                                 courses          8
Ingredients for change
• Introduction of market mechanisms
   – Fees: “What will we get for our money?”
   – Information: web-accessible Key Information Sets
• CSR questioning value of re-keying jobs
   – Compelling argument for XCRI-CAP 1.2 data upload
• Recognition that curriculum needs managing
   – Systems vendors stepping up to the challenge
Case Study | MMU
 • Largest campus-based undergraduate university in England
 • Comprehensive range of courses serving national and
   regional needs (2nd most popular for UCAS applications)
 • 37,000+ students | 1,000+ courses | 7 sites
 • www.mmu.ac.uk




Monday, January 24, 2011                                  10
Case Study | XCRI-readiness audit
 • 2007 report highlighted importance of:
          – devising new business processes to unite previously disparate domains of
            quality, marketing & enrolment;
          – establishing clarity about ownership & maintenance of definitive course data;
          – coordinating activity through suitable leadership

                           WEB      PAPER            UFI               WEB    PAPER    UCAS        UFI       GMSA
                                                    3267




                              Prospectus            UCAS                              ADVERTISED
                                 435                1813



                                       ADVERTISED                                      Academic
                                                                  TRANSFORM
                                                                                          DB



                                                                                 APPROVED         ENROLLED
                             APPROVED          ENROLLED


Monday, January 24, 2011
                           PROG                            QLS                PROG                                  11
                                                                                                         QLS
                           SPECS                           1333               SPECS
Case Study | preparing to do better
MMU‟s comprehensive “EQAL” change programme
• New Curriculum Framework
• New Admin Systems + Business Processes
• Seamless Access
• Streamlined Quality Processes
Outcomes
• Every UG course & module will be re-written
  – Entirely new first year goes live September 2011
  – Data-based, not document-based course information
Case Study | joined-up design
• Co-designing an alternative to the status quo
• Blending specialist expertise without blinkers!



     Student Records                    QA / QE
     + Enrolment                        + Definitive documents
     + Transcript (HEAR)   Curriculum   + Annual monitoring
                           Database


     Marketing                          Curriculum Innovation
     + Prospectus                       + Learning Outcome mapping
     + UCAS                             + Competence development
Case Study | fine-grain course information
Case Study | foundations for better info




                                                    Aggregators



       Curriculum       +      BI / Data
                                                  data.mmu.ac.uk?
       Database               Warehouse



                 Web Services                       Prospectus



[Meerkat at Adelaide Zoo by Adam Jenkins, 2010]
Further reading
 • XCRI
          – Knowledge: http://xcri.co.uk
          – Development forums: http://xcri.org
 • JISC
          – Curriculum Design & Delivery Programme: Design Studio
            http://jiscdesignstudio.pbworks.com/w/page/12458422/Welc
            ome-to-the-Design-Studio
          – Cumulus: Curriculum Management in the Cloud
            http://www.jisc.ac.uk/whatwedo/programmes/flexiblese
            rvicedelivery/cumulus.aspx



Monday, January 24, 2011                                               16
KIS | proposed timeline
Dec 2010 to Mar 2011       •Consultation open.
Nov 2010 to Mar 2011       •Work underway to pilot the KIS.
18 Feb and 3 Mar 2011      •Consultation seminars.
7 Mar 2011                 •Consultation closes.
                           •Analysis of consultation responses and discussion at Boards of
Mar to May 2011
                           sponsor bodies.

April to July 2011         •User testing of the KIS with prospective students begins.

                           •Outcomes of consultation published, with guidance on
July 2011
                           development of information sets.

                           •Institutions develop key information sets, revise other information
July 2011 to July 2012
                           and start to publish this.

                           •Final deadline for publication on institutional web-sites of revised
August 2012
Monday, January 24, 2011   information and the key information sets.
                                                                   MLE Workshop, Aytoun Library Seminar Room 17
                                                                                            2009-05-13 14:00

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LRT Talks UCAS 20110125

  • 1. Preparing for better pre-entry information UCAS Data Matters – the data journey Hotel Russell, London, January 2011 Professor Mark Stubbs Head of Learning & Research Technologies Manchester Metropolitan University m.stubbs@mmu.ac.uk | http://twitter.com/thestubbs Monday, January 24, 2011 1
  • 2. Informed Choice ‘Many prospective students do not get adequate advice or information to help them choose a course of study’ Browne, Oct 2010 ‘In our 2008 report, we suggested that universities should publish a standard set of information setting out what students can expect from their academic programme – we are pleased to see that the coalition government will be taking this forward’ National Student Forum, Annual Report 2010 ‘The consultation proposes that providers of higher education should review their approach to publishing information for prospective students. It suggests that a standardised set of key facts for each course should be published on institutions’ web-sites. closes Mar 7 This information would be called the Key Information Set (KIS)’ HEFCE, Dec 2010
  • 3. Informed Choice | not a new agenda • In 2005, UCAS supported a JISC project to address – National agenda of „informed choice‟ about learning opportunities but – feeling that education lags behind other sectors in making its „products‟ easy to discover and compare. – Standards exist for exchanging information about people, groups, membership and learning objects but – no standard way to exchange information about courses. – Institutions developing ways to populate their prospectus from definitive data but – resorting to primitive data entry to populate aggregator sites, regional portals, area prospectuses… – Genuine interest from the community in a standard for exchanging course info that facilitates joined-up thinking • called eXchanging Course-Related Information
  • 4. XCRI | project • Opened dialogue with European partners in a search for best practice • Surveyed prospectus websites & underpinning business processes • Evolved a data exchange specification based on best practice and large-scale trials • Proposed an XML specification that drove EU-level negotiations on a common information model for advertising learning opportunities • Endorsed by UK ISB for ESCS in Feb 2009 • Building XCRI-readiness amongst UK providers Monday, January 24, 2011 4
  • 5. XCRI | relationship shift UCAS LLN NLD UCAS LLN NLD Provider Aggregators Re-keys & Poll & Pushes for each Harvest from Aggregator XML Providers Learning Learning Provider Provider Provider publishes XCRI prospectus as well as web Web Web prospectus Prospectus Prospectus Monday, January 24, 2011 5
  • 6. XCRI | significance • A European Norm on metadata for advertising learning opportunities will be established in 2011 – MLO prEN 15982 • Member states should drop any competing standards and pursue compliance • Good news! – XCRI 1.2 earmarked as UK implementation of MLO – XCRI 1.2 can deliver Key Information Sets – Significant XCRI capacity building in place – BUT ... some sectoral process & systems hurdles Monday, January 24, 2011 6
  • 7. Course Info | state of the art • Interim findings from the JISC‟s £8M 4 Year Curriculum Design & Delivery Programme… ‘Many problems with the management of course-related information can be put down to the fact that this is still a document-based rather than a data-based system (and paper-based at most institutions). This gives rise to duplication of effort and of information, lack of version control, poor re-use of relevant information for different purposes, and a tendency for information to be designed for approval rather than any other purpose.’ Monday, January 24, 2011 7
  • 8. Course Info | systemic problems Practice is too QAA commend our We struggle to varied to robust processes interpret vague systematise QA docs Central systems don’t Student Records support local variety QA We keep it vague to avoid tortuous QA We re-type so we build our own everything into UCAS We can’t get Marketing concrete details on Course Teams do marketing Why courses for website, never have up-to- so maintain our own date info about our courses 8
  • 9. Ingredients for change • Introduction of market mechanisms – Fees: “What will we get for our money?” – Information: web-accessible Key Information Sets • CSR questioning value of re-keying jobs – Compelling argument for XCRI-CAP 1.2 data upload • Recognition that curriculum needs managing – Systems vendors stepping up to the challenge
  • 10. Case Study | MMU • Largest campus-based undergraduate university in England • Comprehensive range of courses serving national and regional needs (2nd most popular for UCAS applications) • 37,000+ students | 1,000+ courses | 7 sites • www.mmu.ac.uk Monday, January 24, 2011 10
  • 11. Case Study | XCRI-readiness audit • 2007 report highlighted importance of: – devising new business processes to unite previously disparate domains of quality, marketing & enrolment; – establishing clarity about ownership & maintenance of definitive course data; – coordinating activity through suitable leadership WEB PAPER UFI WEB PAPER UCAS UFI GMSA 3267 Prospectus UCAS ADVERTISED 435 1813 ADVERTISED Academic TRANSFORM DB APPROVED ENROLLED APPROVED ENROLLED Monday, January 24, 2011 PROG QLS PROG 11 QLS SPECS 1333 SPECS
  • 12. Case Study | preparing to do better MMU‟s comprehensive “EQAL” change programme • New Curriculum Framework • New Admin Systems + Business Processes • Seamless Access • Streamlined Quality Processes Outcomes • Every UG course & module will be re-written – Entirely new first year goes live September 2011 – Data-based, not document-based course information
  • 13. Case Study | joined-up design • Co-designing an alternative to the status quo • Blending specialist expertise without blinkers! Student Records QA / QE + Enrolment + Definitive documents + Transcript (HEAR) Curriculum + Annual monitoring Database Marketing Curriculum Innovation + Prospectus + Learning Outcome mapping + UCAS + Competence development
  • 14. Case Study | fine-grain course information
  • 15. Case Study | foundations for better info Aggregators Curriculum + BI / Data data.mmu.ac.uk? Database Warehouse Web Services Prospectus [Meerkat at Adelaide Zoo by Adam Jenkins, 2010]
  • 16. Further reading • XCRI – Knowledge: http://xcri.co.uk – Development forums: http://xcri.org • JISC – Curriculum Design & Delivery Programme: Design Studio http://jiscdesignstudio.pbworks.com/w/page/12458422/Welc ome-to-the-Design-Studio – Cumulus: Curriculum Management in the Cloud http://www.jisc.ac.uk/whatwedo/programmes/flexiblese rvicedelivery/cumulus.aspx Monday, January 24, 2011 16
  • 17. KIS | proposed timeline Dec 2010 to Mar 2011 •Consultation open. Nov 2010 to Mar 2011 •Work underway to pilot the KIS. 18 Feb and 3 Mar 2011 •Consultation seminars. 7 Mar 2011 •Consultation closes. •Analysis of consultation responses and discussion at Boards of Mar to May 2011 sponsor bodies. April to July 2011 •User testing of the KIS with prospective students begins. •Outcomes of consultation published, with guidance on July 2011 development of information sets. •Institutions develop key information sets, revise other information July 2011 to July 2012 and start to publish this. •Final deadline for publication on institutional web-sites of revised August 2012 Monday, January 24, 2011 information and the key information sets. MLE Workshop, Aytoun Library Seminar Room 17 2009-05-13 14:00