Changes to the 2007-08 HESA student record: impact on the

HESES re-creation and WP funding

Christine Daniel and Richard Puttock

April 2008

SROC08

Outline of presentation

• What has changed in the HESA student record?

• What effect do these changes have on calculating widening participation?

• What effect do these changes have on our HESA-HESES re-creation?

• Partial completions• Further information and contacts

What has changed in the HESA record?

• Move to a modular record for all institutions

• Only one method of returning FTE for students on non-standard years of instance

What effect do these changes have on calculating widening participation?

• The way we obtain tariff points changes

• We will obtain tariff points from HESA when we receive the 2007-08 record from them

• Web facility – we will use same algorithm as HESA

What effect do these changes have on our HESA-HESES re-creation?

• FTE and price groups for non-standard years of instance

• Table 7 in HESES07

• LOADYRA and LOADYRB

• MODYR

Recording activity for students on non-standard years: what has changed? (1)

• HESA 2006-07 and earlier:(a) 100:0 method

(b) 0:100 method

(c) Split FTE method

• HESES06 and earlier:(a) counted on commencement date and anniversary

(b)+(c) counted on 1 August in academic years in which there is activity, except for the first

Recording activity for students on non-standard years: what has changed? (2)

• HESA 2007-08 and beyond:– split method only

• HESES07 and beyond:– counted on 1 August in academic years in which

there is activity, except for the first (FTE is not split across HESES returns)

Example of how to return activity for non-standard years in HESES (1)

• Example: two year PT course running from 1 September 2006 to 31 August 2008

First year of instance:– Activity was counted on 1 August 2007

– Activity for whole year was returned in Column 1, Table 3 of HESES07

– If previously used 100:0 method then this activity was also returned in Column 1, Table 3 of HESES06

Example of how to return activity for non-standard years in HESES (2)

• Example: two year PT course running from 1 September 2006 to 31 August 2008

Second year of instance:– Activity is counted on 1 August 2008

– Activity for whole year is returned in Column 1, Table 3 of HESES08

– If previously used 100:0 method then this activity was also returned in Column 1, Table 7 of HESES07

Example of how to return activity for non-standard years on HESA

• Example: two year PT course running from 1 September 2006 to 31 August 2008 (assuming FT course lasts 1 year)

2006-07 record:STULOAD = 0.5 (100:0), 0 (0:100) or 0.46 (split)

2007-08 record:STULOAD = 0.5LOADYRA = 0.04LOADYRB = 0.46

2008-09 record:STULOAD = 0.04LOADYRA = 0.04LOADYRB = 0

Implications of this change

• Column 2 will only include students on short courses/years of instance which start after 1 December and finish before the end of the academic year

• Institutions previously using 100:0 method may have seen change in FTEs in HESES07

• Impact on HEFCE grant

Table 7 - Counts of years of instance and FTE using HESES06 treatment of non-standard years of

instance

• Table 7 – for one year only

• Total FTE for all years of instance

• Non-standard years of instance counted using the methods used for HESES06

• Completion of table was optional

• Restricted to institutions who previously used the 100:0 method to return FTE on non-standard academic years

Non-standard years (1)

• Tables 1a – 6

• Transitional issues

• Use of the web facility to iron out any weaknesses

• LOADYRA/LOADYRB and MODYR not used for 2007-08, will be used for 2008-09 (where returned)

• Overrides will be available for problems of fit

Non-standard years (2)

• STULOAD from 2007-08, except final instance year:

– 100:0 – use previous year’s STULOAD– 0:100 – previous STULOAD, except where one year of

instance– 0:100 – use ‘norm’ where one year of instance– Split FTE – attempt to link between years where one year of

instance, otherwise use ‘norm’– Affects PT only

• Price group – use proportions from 2007-08

Non-standard years (3)

• Beyond 2007-08:

– Review experience for HESES07– Use LOADYRA/B and MODYR (where provided) –

need two years worth of data– Where not provided use in-year STULOAD, unless

final year– Where final year, attempt to link between years and

add STULOAD to a previous year’s STULOAD

Other changes for HESES07 re-creation

• MCDATE - identify when students write up or move to dormant or sabbatical

• Split FTE method substantially reduces need to use FUNDCOMP=3

• Removed some approximation for low credit bearing courses

• Reduced need for overrides

• Full details of algorithms – Appendix 1 of HESES07

• Feedback welcome

Table 7

• Transitional issues

• Use of the web facility to iron out any weaknesses

• Overrides will be available for problems of fit

• Standard years – as Tables 1a, 2, 3

• Non-standard – split FTE, 0:100 – as Tables 1a, 2, 3

Table 7 – 100:0 non-standard years

• 100:0 non-standard years:

– Exclusion reasons

– FTE

– Columns 1 and 2, Column 3

– Mode

– Fundability status

Table 7 – 100:0 exclusion reasons

• Exclusion reasons:

– Students excluded from Tables 1a – 6 because they are in their first year will be included

– Final year students will be excluded

– All student included in Table 7 should not be returned as FUNDLEV=99 or FUNDCOMP=9

Table 7 – 100:0

• FTE:– assume STULOAD from 2007-08, except

in first year– Assume ‘norm’ in first year

• Mode and fundability status – assume from 2007-08

Partial completions – The policy

• Announced in July 2007

• Non-completion definition unchanged

• At least 20 completed credits (0.16 FTE)

• Will use 2007-08 HESA data to calculate “premium”

• Requires return of real modules

Partial completions – Implementation (1)

• General principle“Count completed FTE for years of instance that

would, had they been completed, have been counted in HESES07”

• Important fields– FUNDCOMP– MODSTAT– MODOUT

Partial completions – Implementation (2)

• Standard years• Non-standard years

– If modular in 2006-07 link back– Mainly approximate for 2007-08– INSTAPP

• Likely approximations– Assume as many non-completed modules as

possible in first year

Partial completions – Implementation (3)

• Full details in web-facility document– Check data– Feedback on algorithms

• Expect approximations to be refined in coming years

Questions

Further information and contacts (HESES)

• HEFCE web-site - www.hefce.ac.uk:• Publication 2007/26 for HESES07 guidance• Frequently asked questions under ‘Questions’,

then ‘HESES FAQs’• Circular letter 32/2005 for guidance on

assigning departments to cost centres

• Christine Daniel, tel: 0117 931 7373 or e-mail: heses@hefce.ac.uk

Further information (HESA-HESES re-creation)

• HEFCE web-site - www.hefce.ac.uk:• Publication 2008/07 for 2006-07 re-creation guidance and

algorithms• Frequently asked questions under ‘Questions’, then ‘2006-

07 statistics derived from HESA data for monitoring and allocation of funding FAQs’

• Appendix 1 of publication 2007/26 for the algorithms we expect to use in the 2007-08 re-creation

• Tony Ryan, tel: 0117 931 7297

or e-mail: hesa_heses_stats@hefce.ac.uk

Further information (Widening Participation allocations)

• HEFCE web-site - www.hefce.ac.uk:• Annex D and Appendix 7 of publication 2008/07

for a full explanation of how we calculated the provisional 2008-09 WP allocations

• http://www.hefce.ac.uk/widen/fund/ for an overview of how we calculate the WP allocations

• Christine Daniel, tel: 0117 931 7373

or e-mail: hesa_heses_stats@hefce.ac.uk

Further information (Partial completions)

• HEFCE web-site - www.hefce.ac.uk:• Review of the teaching funding method

Outcomes of second consultation on changes to the method from 2008-09 (HEFCE 2007/23)

• Richard Puttock, tel: 0117 931 7472

or e-mail: hesa_heses_stats@hefce.ac.uk