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Meta Data Dictionary - Seattle Pacific University

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Meta Data Dictionary - Seattle Pacific University Powered By Docstoc
					Meta Data Dictionary
Overview: Meta Data = data about data
Definitions, common metrics, business rules, standards
   The Meta Data Dictionary has been created by Information and Data Management as part of the Executive De
   order to establish information context by documenting approved institutional definitions and metrics. This too
           ¨ Enterprise wide standardization and maintenance of the organization’s business definitions and bu
           ¨ Dynamic information dictionary, a common definition of data structures and the data content repr
           ¨ Enterprise wide decision support; provides the necessary data integration for effective cross-busin

   All departments should adhere to the agreed upon institutional definition and metrics for institutional reportin
   demand for consistency and accuracy in reporting.

   The Office of Information and Data Management manages the annual review of this document to verify that th
   are still accurate. Departmental data managers are asked to review and recommend revisions during the summ
   reporting year.

Dictionary Use -- Finding a Term or Definition:
    This document was created in Excel to provide a search capability. Using the "Data --> Sort" function in Excel,
     the entire worksheet and then search for the term by sorting on either Term or Dimension.


Worksheet Design:
   The Meta Data Dictionary has been created so users may search for definitions and metrics by various column
            Column Headings:
A. President's Cabinet Metric    Identifies definitions and/or metrics deemed important to reporting for Presid
    (Y or Blank)                 having been approved by the administration. Changes to these terms will not

B. Term                            The common word or phrase.

C. Externally Defined              Some definitions are created by external sources and if this is the case, the sou
                                   blank, then SPU created the definition for the term for internal reporting purpo
                                   one definition for a term, so users of the Meta Data Dictionary need to unders

D. Dimension                       Common business dimensions. Dimensions currently used are Admissions, Cur
                                   Faculty, Finance, Financial Aid, Formula, Housing, Reporting, Student, and Time

E. Definition                      Explains the term or the metric.

F. Source of Definition            Provides the source used to create the definition.

G. Link(s)                         Link or links to websites with more information on complex terms.
H. Office Responsible for Annual
Review                           The department or office responsible for annually reviewing the term and prov
                                  by government agencies, external surveys, or University administration.

I. Last Revised                  Month-date-year of the last change.


Terms No Longer Used:
  This worksheet has terms that are no longer used, along with the date that each term was removed from the D
              Last Revised: February 2011




 ment as part of the Executive Decision Data Warehouse project in
 l definitions and metrics. This tool provides:
 tion’s business definitions and business rules for data.
uctures and the data content represented by component data elements
 egration for effective cross-business unit analysis.

d metrics for institutional reporting to meet the administration's


 of this document to verify that the definitions and metrics
mmend revisions during the summer prior to the next




 "Data --> Sort" function in Excel, users will be able to highlight
m or Dimension.




 ns and metrics by various column headings --

 important to reporting for President's Cabinet with several definitions
  Changes to these terms will not be made without IDM approval.




 ces and if this is the case, the source is listed here. If this field is
  term for internal reporting purposes. There may be more than
 a Data Dictionary need to understand which definition to use.

 urrently used are Admissions, Curriculum, Degree, Employee,
 ing, Reporting, Student, and Time.




on on complex terms.
ually reviewing the term and providing any updates mandated
or University administration.




ch term was removed from the Dictionary.
Office of Information Data Management

                                                                Meta Data Dictionary                                                                                               Last Revised: February 2011
 PC                            Externally                                                                                                                                                    Office -     Last
Metric           Term           Defined      Dimension                                             Definition                                               Source of Definition   Link(s)   Annual      Revised
                                 Field                                                                                                                                                       Review


                                                         Matriculated students are assigned to a faculty member or a trained adviser, who, through
         Academic advisee                   Student      regular meetings, helps the student plan and implement immediate and long-term academic and         University Catalog                SAS        8/26/04
                                                         vocational goals.



                                                         The third consecutive quarter the cumulative GPA remains below 2.0 and the quarterly GPA is
                                                                                                                                                             Student Academic
         Academic Dismissal                 Student      below 2.4, the student will be dismissed from the University. The academic dismissal will be            Services
                                                                                                                                                                                               SAS        8/27/07
                                                         noted on the student's academic record.



                                                         An undergraduate student attempting 6 credits or more at SPU is placed on first-quarter
                                                         academic probation when his or her cumulative grade point average first falls below a 2.0. Once
                                                         on probation, any student who earns a quarterly GPA of 2.4 or higher, yet fails to raise the
                                                                                                                                                             Student Academic
         Academic Probation                 Student      cumulative SPU to 2.0 or above, will be put on probation hold. Once placed on probation hold,           Services
                                                                                                                                                                                               SAS        8/27/07
                                                         the student retains the same probation status as held the previous quarter, but does not move
                                                         toward dismissal. The second consecutive quarter the cumulative GPA remains below 2.0 and
                                                         the quarterly GPA is below 2.4, the student will be placed on second-quarter academic probation.



         Academic Year or
                                                         The period of time generally extending from September to June; usually equated to three
         Regular Session                    Time                                                                                                             University Catalog               IDM         8/26/04
                                                         quarters--Fall, Winter, Spring
         (Finance)




         Admit Rate -          Common
   Y                                    Admissions       Admitted students divided by completed applications.                                                Common Data Set                  IDM         10/6/06
         Undergraduate         Data Set




         Admitted student                   Admissions   Applicant who is offered admission to a degree or certification program at SPU.                     Admissions Office                IDM         8/26/04




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                                                                   Meta Data Dictionary                                                                                                  Last Revised: February 2011
 PC                              Externally                                                                                                                                                        Office -     Last
Metric             Term           Defined      Dimension                                              Definition                                                  Source of Definition   Link(s)   Annual      Revised
                                   Field                                                                                                                                                           Review


                                                           Identifies housing while not owned or operated by SPU, the facility primarily holds SPU students       Information & Data
         Affiliated Housing                   Housing                                                                                                                Management
                                                                                                                                                                                                    OUS         8/26/04
                                                           (e.g. Wesley Apts.).




                                                           A person who wishes to attend class but who does not desire credit is an auditor. Courses that
         Auditor                              Student      are audited do not count toward financial aid. A student may receive credit for an audited course       University Catalog                SAS        10/6/06
                                                           only by enrolling in it as a regular student in a subsequent quarter.



                                                           An award (baccalaureate or equivalent degree, as determined by the Secretary of the U.S.
                                                           Department of Education) that normally requires at least four years but not more than five years
         Bachelor's degree       IPEDS        Degree                                                                                                                     IPEDS                      IDM         8/26/04
                                                           of full-time equivalent college-level work. Also, it includes bachelor's degrees in which the
                                                           normal four years of work are completed in three years.




                                                           Currently, the catalog year starts with Fall term and finishes with Summer term. In the Banner
         Catalog Year, current                Time                                                                                                                 University Catalog               IDM         8/20/09
                                                           term coding format, Summer 2009 is 200894 and Fall 2009 is 200901.




                                                           Beginning in Summer 2011, the catalog year will start with Summer term and finish with Spring
         Catalog Year, Summer
                                              Time         term. In the Banner term coding format, Summer 2011 will be 201120 and Fall 2011 will be                University Catalog               IDM         9/15/09
         2011 and forward
                                                           201121.



                                                           The institution's official quarterly reporting date -- fall, winter and spring. Fall 10th day is the
                                                                                                                                                                  Information & Data
         Census Date-10th Day                 Time         university's official census date. Strategic data is extracted from university transactional systems      Management
                                                                                                                                                                                                    IDM         8/26/04
                                                           (e.g. Banner) and loaded in the Executive Decision Data Base for further institutional analysis.



                                                           The institution's second official quarterly reporting date -- summer, fall, winter and spring.
         Census Date-End of                                Quarterly, this date occurs before grades are rolled to history and includes a final opportunity for   Information & Data
                                              Time                                                                                                                   Management
                                                                                                                                                                                                    IDM         8/11/06
         Quarter                                           departmental data managers to update information in the transactional system (e.g. Banner)
                                                           before it is extracted and loaded into the Executive Decision Data Warehouse.



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                                                                     Meta Data Dictionary                                                                                                  Last Revised: February 2011
 PC                                Externally                                                                                                                                                         Office -    Last
Metric            Term              Defined      Dimension                                              Definition                                                  Source of Definition   Link(s)    Annual     Revised
                                     Field                                                                                                                                                            Review

                                                             Completed requirements of an SPU certification program. Certification programs in the School of
                                                             Education are available at the undergraduate, master's, and doctoral levels. When the School of
                                                             Education determines that a student has completed the requirements for his or her certification
                                                             program, the School of Education reports the name and level of the certificate program and the
                                                                                                                                                                      IDM, School of
         Certification-Education                Degree       completion date in the student's record (on his/her transcript). The School of Education is                Education
                                                                                                                                                                                                     IDM, SAS     8/27/08
                                                             responsible for entering the data in the Banner table SHATCMT. The entry will include a code
                                                             whose description contains some form of the word "Complete" (as much as allowed in a total of
                                                             30 characters). This allows IDM to report certification completion. This reporting is done at End
                                                             of Year.




                                                             The relative numerical position of a student in his or her graduating class, as reported by the high
         Class rank                             Admissions                                                                                                           Admissions Office                 IDM        8/26/04
                                                             school.



         Class Section -
                                   Delaware                  A course which is provided principally by means of regularly scheduled classes meeting in
         "regular" lecture                  Curriculum                                                                                                                Delaware Study                   IDM        8/11/06
                                   Study                     classrooms or similar facilities at stated times.
         section



                                                             For reporting departmental information (Quarterly Census; End of Year Academic
         Class Section -
                                                             Analysis/Faculty Load), "regular or organized" sections are identified any section that counts       Information & Data
         "regular" lecture                      Curriculum                                                                                                           Management
                                                                                                                                                                                                     IDM & SAS    8/11/06
                                                             toward faculty load and is not identified as individual instruction. When counting credits
         section
                                                             generated for faculty load purposes, overload classes are not included as part of "regular" credits.




                                                             For reporting departmental information (Quarterly Census; End of Year Academic Analysis),               Student Academic
         Class Section - Labs                   Curriculum                                                                                                               Services
                                                                                                                                                                                                     IDM & SAS    8/11/06
                                                             "labs" are identified as having zero (0) credits and/or have a SSBSECT_SESS_CODE code of 3.




                                                             Classes offered by blended instruction are taught using both a lecture component and an on-line
         Class Section = blended                                                                                                                                    U.S. Department of
                                                Curriculum   component. Schedule code BRL identifies these classes. For general discussion of schedule                   Education
                                                                                                                                                                                                     SAS,IDM      8/20/09
         instruction
                                                             coding scheme, see "Class Section - Schedule Type - Coding Scheme."




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                                                                      Meta Data Dictionary                                                                                                    Last Revised: February 2011
 PC                                 Externally                                                                                                                                                           Office -    Last
Metric            Term               Defined      Dimension                                               Definition                                                   Source of Definition   Link(s)    Annual     Revised
                                      Field                                                                                                                                                              Review


                                                              A course in which instruction is not conducted in regularly scheduled class meetings. Includes
         Class Section-Individual Delaware
                                           Curriculum         “readings” or “special topics” courses, "problems" or "research" courses, including                        Delaware Study                   IDM        8/11/06
         Instruction              Study
                                                              dissertation/thesis research, and "individual lesson" courses (typically music and fine arts).



                                                              In an Individual Instruction class, the student does specific work independently with the
                                                              instructor as outlined in the official Independent Study Agreement. Work for an independent
                                                              study occurs outside of the classroom setting. The instructor and student must meet on a regular
                                                              basis for the number of consultations noted in the agreement. Courses are defined as individual
         Class Section-Individual                             instruction if they fall into one of the following types: Independent Study, Internship, Practicum University Catalog,
                                                 Curriculum                                                                                                             IDM
                                                                                                                                                                                                        IDM & SAS    10/6/06
         Instruction                                          (not Clinical Practicum), Research, Thesis, Colloquium, Special Topics, Individual Instruction,
                                                              Dissertation. For reporting departmental information (Quarterly Census; End of Year Academic
                                                              Analysis), sections with a SSBSECT_SCHD_CODE of 1-character codes 5, 6, 7, 8, E, F, M, V, W and
                                                              3-character codes 2IN, 5IN, 7IL, 7IN, 8IN, EIL, HIN, JIL, JIN, MIL, MIN, NIL, OIL, RIN, VIN are
                                                              considered individual instruction sections.



                                                              For reporting purposes IDM uses a revised schedule type coding scheme. IDM moved from a 1
                                                              character code to a 3 character code. The first code is a unique identifier currently used on
                                                              Banner -- e.g. H = special topics; the second character determines if the course is considered as a      Office of Academic
         Class Section-Schedule                                                                                                                                        Affairs, Information
                                                 Curriculum   1) regular/organized class (R) or 2) individual instruction(I)--e.g. HR, HI; while the third character         and Data
                                                                                                                                                                                                          IDM        10/6/06
         Type-Coding Scheme
                                                              determines if the course is 1) counted toward faculty load (L) or 2) not counted toward faculty             Management
                                                              load (N) -- e.g. HRL, HIN. Exception: "Z" as second character = not counted when Faculty Load
                                                              determined (CCCU) nor counted in Delaware Study.




                                                              An undergraduate student with less than 44 transcripted credit hours: includes SPU and transfer
         Class(1) - Freshman                     Student                                                                                                                University Catalog                 SAS       8/26/04
                                                              work accepted




                                                              An undergraduate student with 45-89 transcripted credit hours: includes SPU and Transfer credits
         Class(2) - Sophomore                    Student                                                                                                                University Catalog                 SAS       8/26/04
                                                              accepted.




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                                                                    Meta Data Dictionary                                                                                               Last Revised: February 2011
 PC                               Externally                                                                                                                                                     Office -     Last
Metric            Term             Defined      Dimension                                                Definition                                             Source of Definition   Link(s)   Annual      Revised
                                    Field                                                                                                                                                        Review


                                                            An undergraduate student with 90-134 transcripted credit hours: includes SPU and transfer
         Class(3) - Junior                     Student                                                                                                           University Catalog                SAS        8/26/04
                                                            credits accepted.



                                                            An undergraduate student with 135 or more transcripted credit hours: includes SPU and Transfer
         Class(4) - Senior                     Student                                                                                                           University Catalog                SAS        8/26/04
                                                            credits accepted.


         Class(5) Post-                                     Students who have received the baccalaureate degree and are seeking a second bachelor’s
                                               Student                                                                                                           University Catalog                SAS        8/26/04
         Baccalaureate Students                             degree or initial teacher certification. Admission to this classification is by application only.



         Class(6)-Master’s                                  A post-baccalaureate student enrolled in a graduate program that leads to a master’s degree or
                                               Student                                                                                                           University Catalog                SAS        8/26/04
         Student                                            master's level certification.



         Class(7) - Doctoral                                A post-baccalaureate student enrolled in a graduate program that leads to a an approved
                                               Student                                                                                                           University Catalog                SAS        8/26/04
         Student                                            doctoral degree.



                                                                                                                                                                  See Continuing
         Clock Hours                           Curriculum   See Continuing Education Units                                                                        Education Units
                                                                                                                                                                                                   SAS        8/11/06


                                                            Beginning with Master's and Doctoral students entering SPU in Summer 2010, all Master's and
                                                            Doctoral students are assigned a cohort by Graduate Admissions, working with the schools.
                                                                                                                                                                Graduate Admissions,
         Cohort Year Coding                                 Codes are a maximum of 10 characters. General form starts with 6 characters (or fewer) for the
                                               Student                                                                                                           Information & Data               IDM         4/28/11
         Master's and Doctoral                              program and concludes with 4 characters for the academic year. Example: CPY1011 for Clinical            Management
                                                            Psychology, 2010-11 cohort. Master's and Doctoral cohort codes are assigned to new students
                                                            each quarter.


                                                            Undergraduate Cohort Coding: 1BH1F First-time Full-time Freshman; 1BH1P First-time Part-
         Cohort Year Coding                                 time Freshman; 1BT1F New Transfer w/AA Full-time; 1BT1P New Transfer w/AA Part-time; 1BT2F Information & Data
                                               Student                                                                                                    Management
                                                                                                                                                                                                  IDM         4/28/11
         Undergrad                                          New Transfer <90cr Full-time; 1BT2P New Transfer <90cr Part-time. Currently, undergraduate
                                                            cohort codes are assigned to new undergraduates in Fall quarter only.




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                                                                  Meta Data Dictionary                                                                                                 Last Revised: February 2011
 PC                              Externally                                                                                                                                                      Office -     Last
Metric           Term             Defined      Dimension                                              Definition                                                Source of Definition   Link(s)   Annual      Revised
                                   Field                                                                                                                                                         Review


                                                           The year that full-time students enter college for the first time (freshman). Students who attend
         Cohort Year-First-time,
                                 IPEDS        Student      university summer sessions as first-time students or who enter with advanced standing are                   IPEDS                      IDM         7/11/08
         Full-time
                                                           counted as first-time first-year on fall reports.



                                                           The year that Master's or Doctoral students matriculate to a graduate program; may be full-time
         Cohort Year-Graduate                              or part-time graduate students. Students who attend university summer or fall terms as a newly       Office of Academic
                                              Student                                                                                                               Affairs, IDM
                                                                                                                                                                                                  IDM         6/28/06
         (Masters / Doctoral)                              matriculated graduate students are counted in the cohort for persistence and graduation rate
                                                           data for the program.



                                                                                                                                                                Office of Academic
         Common Curriculum                    Curriculum   Undergraduate courses with Subject Code - USEM, UCOR and UFDN                                               Affairs
                                                                                                                                                                                                   SAS        8/26/04




                                                           A student who lives off campus in housing that is not owned by, not operated by, or not affiliated
         Commuter                             Housing      with SPU. This category includes students who commute from home and students who have                 University Catalog               IDM         8/26/04
                                                           moved to the area to attend college.



                                                           An individual who has fulfilled the institution's requirements to be considered for admission
         Completed                                         (including payment or waiving of the application fee, if any) and who has been notified of one of
                                IPEDS         Admissions                                                                                                               IPEDS                      IDM         8/26/04
         Applications                                      the following actions: admission, denial, placement on waiting list, or application withdrawn (by
                                                           applicant or institution).



                                                           An admitted undergraduate student who has not cancelled his or her admission and who has
                                                           done one or more of the following: made an advance payment, participated in Orientation/New
         Confirmed Student                    Admissions                                                                                                         Admissions Office                IDM         8/27/08
                                                           Student Advising (O/NSA), or registered for all classes. On an individual basis, a few additional
                                                           non-cancelled admits may be considered confirmed.



                                                           Level for Continuing Education (CE)-only students. If a CE student has no record on Banner, the
                                                           student can do a “quick admit” for himself or herself. This results in a General Student record
         Continuing Education                              with a level code of CE. This only applies to CE-only students with no previous record on Banner.
                                              Student                                                                                                            University Catalog                SAS          8/5/10
         Student                                           If the student is taking both regular and CE classes in a given term and therefore already has a
                                                           General Student record, the new CE level will not be applied to that student – it will not over-
                                                           write an existing level.


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                                                                    Meta Data Dictionary                                                                                                  Last Revised: February 2011
 PC                               Externally                                                                                                                                                        Office -     Last
Metric            Term             Defined      Dimension                                              Definition                                                 Source of Definition    Link(s)   Annual      Revised
                                    Field                                                                                                                                                           Review

                                                                                                                                                                    WAC 180-85-030
                                                            Washington State definition: For each college or university quarter hour credit, ten hours of         Continuing education
         Continuing Education
                                               Curriculum   continuing education credit hours shall be granted.                                                        credit hour                    SAS        8/10/05
         Units or Clock Hours                                                                                                                                        definition; SPU
                                                            SPU Definition: Length of One Continuing Education Unit (CEU): 10 clock hours
                                                                                                                                                                    Official Transcript




                                                            Reports will specify if a count (e.g. headcount for faculty, staff and students) is unduplicated or
         Count - Duplicated and                                                                                                                                   Information & Data
                                               Formula      duplicated. An unduplicated headcount means a person is counted only once, while a duplicated            Management
                                                                                                                                                                                                     IDM         8/11/06
         Unduplicated
                                                            headcount could count a person more than once.




                                                            Courses numbered 0001-0999 are offered for Continuing Education Units or credits that are not
         Courses, non-degree,                                                                                                                                      Office of Academic
                                               Curriculum   applicable toward a degree. Courses numbered 5000-5999 are primarily for Professional                         Affairs
                                                                                                                                                                                                     IDM         8/27/07
         Other
                                                            Development and cannot be applied toward fulfillment of an undergraduate degree.



         Courses,
                                                                                                                                                                   Office of Academic
         Undergraduate, Lower                  Curriculum   Undergraduate courses: Academic credit courses numbered 1000-2999.                                            Affairs
                                                                                                                                                                                                     IDM         8/27/07
         Division


         Courses,
                                                                                                                                                                   Office of Academic
         Undergraduate, Upper                  Curriculum   Undergraduate courses: Academic credit courses numbered 3000-4999.                                            Affairs
                                                                                                                                                                                                     IDM         8/27/07
         Division


                                                            One “credit” signifies the value towards graduation of a class meeting one period of 50 minutes
                                                            each week for a quarter of approximately 10 weeks together with satisfactory completion of the
                                                            assigned out-of-class work. Two (and sometimes three) 50-minute periods of laboratory work are
                                                            regarded as equivalent to one such period of regular class work. The SPU “credit” is a “quarter”
         Credit                                Student                                                                                                             University Catalog                 SAS        8/26/04
                                                            credit and is equal to two-thirds of the “semester” credit in use at some institutions. (For
                                                            instance, 45 quarter credits are equivalent to 30 semester credits.) It is expected that students
                                                            will spend at least two 50-minute periods of work outside the classroom for each 50 minutes in
                                                            class.


         Cumulative Grade                                   The numerical average of all the student's grades achieved during the period of study at an
                                               Student                                                                                                             University Catalog                 SAS        8/26/04
         Point Average                                      institution. (see Grade point average)




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                                                                      Meta Data Dictionary                                                                                                  Last Revised: February 2011
 PC                                 Externally                                                                                                                                                        Office -     Last
Metric            Term               Defined      Dimension                                               Definition                                                 Source of Definition   Link(s)   Annual      Revised
                                      Field                                                                                                                                                           Review


                                                              Based on all degrees awarded by an institution from summer term through spring. SPU's official
   Y     Degrees Awarded            IPEDS        Degree                                                                                                                IPEDS and IDM                    IDM        8/26/04
                                                              reporting date is at Fall Quarter Census (10th day).



                                                              Costs incurred for personnel compensation, supplies, and services. Reported to Delaware Study
                                                              for instruction, research, and public service. They include acquisition costs of capital assets such
                                    Delaware                  as equipment and library books to the extent that funds are budgeted for and used by operating         Information & Data
         Direct Expenditure                  Finance                                                                                                                    Management
                                                                                                                                                                                                        IDM        8/11/06
                                    Study                     departments for instruction, research, and public service. Exclude centrally allocated computing
                                                              costs and centrally supported computer labs, and graduate student tuition remission and fee
                                                              waivers.

                                                                                                                                                                                                        OAA /
                                                              Includes all costs charged to the academic department, excluding compensation. Compensation End of Year Academic
         Direct Expenditure                      Finance                                                                                                     Departmental                             Finance /    8/11/06
                                                              is broken out separately.                                                                   Productivity Analysis                          IDM


                                                              Discount Rate – Institution Based Metric: All Institutional Financial Aid Resources divided by
                                                              divided by (Gross UG Tuition x Fiscal Adjustment Factor) = Tuition Based Discount Rate. All
                                                              Institutional Financial Aid Resources is defined as (SPU UG Tuition based gift aid - end of year
         Discount Rate-                                       Recovery) + institutional SEOG match + Endowment distributions restricted for scholarships +
         Institution Based (all                               Restricted scholarship gifts . Explanation: This metric provides an institutional overview
         institutional resources;                Formula      including funds from endowed and restricted gifts that are used to support the University’s                OBP & IDM                      OBP        10/6/06
         undergraduate                                        undergraduate financial aid budget. The institutional discount rate is higher than the tuition
         programs)                                            based discount rate. When calculating this number for projection purposes, the fiscal adjustment
                                                              factor needs to be applied to Gross UG Tuition prior to calculating discount rate. The fiscal
                                                              adjustment factor is set by Business and Planning to off-set some additional fees (e.g. fees
                                                              charged SPU by credit card companies).


                                                              Discount Rate – UG Tuition Based Metric: Tuition Based Financial Aid Expenditure divided by
                                                              (Gross UG Tuition x Fiscal Adjustment Factor) = Tuition Based Discount Rate. Tuition Based
                                                              Financial Aid Expenditure is defined as (SPU UG Tuition based gift aid - end of year Recovery) +
                                                              institutional SEOG match. Explanation: This metric is used to track the percentage of
         Discount Rate-
                                                              undergraduate revenue that is utilized in financial aid for undergraduate students. When
         Undergraduate Tuition                   Formula                                                                                                                 OBP & IDM                      IDM        10/6/06
                                                              calculating this number for projection purposes, the fiscal adjustment factor needs to be applied
         Based
                                                              to Gross UG Tuition prior to calculating discount rate. The fiscal adjustment factor is set by
                                                              Business and Planning to off-set some additional fees (e.g. fees charged SPU by credit card
                                                              companies). Tuition based gift aid supports both need and non need based (scholarships)
                                                              financial aid. For internal reporting, the tuition based discount rate is reported at Fall Census.



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                                                                    Meta Data Dictionary                                                                                                   Last Revised: February 2011
 PC                               Externally                                                                                                                                                         Office -     Last
Metric           Term              Defined      Dimension                                               Definition                                                  Source of Definition   Link(s)   Annual      Revised
                                    Field                                                                                                                                                            Review
                                                            A PhD or other doctor's degree that requires advanced work beyond the master's level, including
                                                            the preparation and defense of a dissertation based on original research, or the planning and
         Doctoral degree -
                                  IPEDS        Degree       execution of an original project demonstrating substantial artistic or scholarly achievement.             IPEDS and IDM                   IDM        10/19/10
         research/scholarship
                                                            Some examples of this type of degree may include Ed.D., D.M.A., D.B.A., D.Sc.,D.A., or D. M., and
                                                            others, as designated by the awarding institution.


                                                            All contracted Faculty, Administration and Staff hired by SPU to fill University positions. Includes
         Employee                              Employee     Adjunct faculty. For reporting purposes, student workers are generally excluded from counts of          President's Cabinet               IDM         10/6/06
                                                            employees, and if reported, appear in a separate category.



                                                            Persons on SPU's payroll who are expected to work the normal number of yearly hours for that
                                                            position; full-time faculty = .75 contracted FTE, all other employees .80 FTE or higher. Includes
         Employee Full-time vs.                             faculty who are on sabbatical or employees on approved leave who are actively employed. FTEs
                                               Employee                                                                                                             President's Cabinet                HR         8/27/07
         Part-time                                          below .75 FTE for faculty and .80 FTE for all other employees are considered part-time. See
                                                            entries below under "Employee-Staff /Time" for definitions for Full-time, Part-time, and Short
                                                            Hour staff.



                                                            Academic Administrators are employees with faculty rank and with exempt salary range of E06 or
         Employee-Academic
                                               Employee     above and typically include Deans, may include Associate Deans. Academic Administrators are    President's Cabinet                        IDM         8/20/09
         Administrator
                                                            considered staff, rather than faculty, for reporting purposes.


                                                            Administrators are exempt staff with exempt salary range of E06 or above and typically include
         Employee-
                                               Employee     Executive Directors, Assistant Vice Presidents, Associate Vice Presidents, Vice Presidents and          President's Cabinet               IDM           3/7/08
         Administrator
                                                            President.


                                                            All persons whose specific assignments customarily are made for the purpose of conducting
                                                            instruction, research, or public service as a principal activity (or activities), and who hold
                                                            academic rank titles of professor, associate professor, assistant professor, instructor, lecturer, or
         Employee-Faculty         IPEDS        Employee                                                                                                                    IPEDS                      IDM         8/26/04
                                                            the equivalent of any of these academic ranks. Include executive officers of academic
                                                            departments (chairpersons, heads, or the equivalent). Do not include student teachers or
                                                            research assistants.

                                                            Excludes Administrators with Faculty Status (e.g. Deans); categories include Full-time and Part-
                                                            time Teaching Faculty (Regular Faculty); Faculty with Non-Teaching Contracts (less than 51% of
         Employee-Faculty                      Employee                                                                                                       President's Cabinet                     IDM         8/26/04
                                                            FTE spent on teaching), Librarians with Faculty Status, and Adjuncts. See "Dimension-Faculty" for
                                                            additional definitions.


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                                                                  Meta Data Dictionary                                                                                              Last Revised: February 2011
 PC                              Externally                                                                                                                                                   Office -     Last
Metric           Term             Defined      Dimension                                             Definition                                              Source of Definition   Link(s)   Annual      Revised
                                   Field                                                                                                                                                      Review
                                 Federal                   Nonexempt Staff are hourly employees. Nonexempt staff are entitled to the protection of the    President's Cabinet,
                                 Fair Labor
         Employee-Staff /                                  Federal Fair Labor Standards Act (FLSA) and the Washington State Minimum Wage Act, including     HR, Federal Fair
                                 Standards Employee                                                                                                                                            IDM         8/27/07
         Nonexempt               Act
                                                           the payment of overtime for hours worked exceeding 40 in one week. This definition is based on Labor Standards Act
                                                                                                                                                                 (FLSA)
                                 (FLSA)                    job responsibilities and categories defined by the FLSA.



                                                                                                                                                             President's Cabinet,
         Employee-Staff /                                  Temporary Staff are employees who have an appointment of 6 months or less. May be full-time
                                              Employee                                                                                                       updated by Human                  IDM         8/27/07
         Temporary                                         or part-time.                                                                                          Resources




         Employee-Staff / Time
                                              Employee     Full-time staff are those staff who are employed at or above 0.80 FTE.                              Staff Handbook                  IDM         8/27/07
         / Full-time




         Employee-Staff / Time
                                              Employee     Part-time staff are those staff who are employed between 0.79 FTE and 0.50 FTE.                     Staff Handbook                  IDM         8/27/07
         / Part-time




         Employee-Staff / Time
                                              Employee     Short Hour staff are those staff who are employed below 0.50 FTE.                                   Staff Handbook                  IDM         8/27/07
         / Short Hour



                                 Federal                   Exempt Staff are salaried employees (grade E05 or below); excludes those with administrator       President's Cabinet,
                                 Fair Labor
         Employee-                                         grade of E06 and above. Exempt staff are exempt from the overtime and minimum wage                  HR, Federal Fair
                                 Standards Employee                                                                                                                                            IDM         8/27/07
         Staff/Exempt                                      provisions of the Federal Fair Labor Standards Act (FLSA) and the Washington State Minimum        Labor Standards Act
                                 Act                                                                                                                                (FLSA)
                                 (FLSA)                    Wage Act. This definition is based on job responsibilities and categories defined by the FLSA.



         Employee-
                                                           Exempt Staff are salaried employees classified as administrator and who have a grade of E06 and
         Staff/Exempt/                        Employee                                                                                                       President's Cabinet               IDM         8/27/07
                                                           above.
         Administrator




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                                                                    Meta Data Dictionary                                                                                                  Last Revised: February 2011
 PC                               Externally                                                                                                                                                        Office -     Last
Metric           Term              Defined      Dimension                                               Definition                                                 Source of Definition   Link(s)   Annual      Revised
                                    Field                                                                                                                                                           Review


                                                            Information Systems Staff are either exempt or non-exempt staff whose position is classified as
         Employee-Staff/IS                     Employee                                                                                                            President's Cabinet               IDM         8/26/04
                                                            working with the information infrastructure of the University (IS grades).




         Employee-Staff-
                                               Employee     For both internal and external reporting, librarians are counted as SPU staff, not as faculty.         President's Cabinet               IDM         7/31/09
         Librarian


                                                            For institutional assessment purposes, the End of Year Analysis commences after the Spring End
                                                                                                                                                                   Information & Data
         End of Year                           Time         of Quarter Census Date and for financial information in early September once the audit is                 Management
                                                                                                                                                                                                     IDM         10/6/06
                                                            completed. Reports due to President's Cabinet by October/November.


                                                            Undergraduate courses identified as meeting specific requirements in Arts and Humanities, Social
                                                                                                                                                             Office of Academic
         Exploratory Curriculum                Curriculum   Sciences, and Natural Sciences. Courses with the "W" attribute (Writing Courses) will be counted        Affairs
                                                                                                                                                                                                      SAS        9/29/06
                                                            if flagged as exploratory curriculum.


                                                            1.0 contracted teaching faculty are expected to maintain a workload equivalent to 39 quarter
                                                            credits per year during the contract year. Graduate faculty: the normal teaching load will be 27
                                                                                                                                                                       SPU faculty
         Faculty FTE                           Formula      quarter credits per year in course work, of which three credits may be assigned at an off-campus            handbook
                                                                                                                                                                                                     OAA         8/26/04
                                                            location. Undergraduate faculty the normal teaching load is 33 quarter credits per year and the
                                                            remainder university governance, advising, and course and professional development activities.



                                                            FTE will be based on the generated FTE in Banner Finance/Payroll. Faculty with .75 FTE or higher
   Y     Faculty FTE                           Faculty                                                                                                             President's Cabinet               IDM         10/6/06
                                                            are considered full-time and are included in counts of full-time faculty.


                                                            For adjuncts the contracted FTE calculation is based on the number of section credits taught
                                                            divided by 33 for UG sections and divided by 27 for GR/DR sections (e.g. 25 UG section credits /
                                                            33 = 0.76 calculated FTE). The adjunct FTE is calculated for each class section in order to factor in Information & Data
         Faculty FTE-Adjunct                   Formula                                                                                                               Management
                                                                                                                                                                                                     IDM         2/21/08
                                                            the % of responsibility assigned by the school; therefore, if an adjunct team-teaches a 5 credit
                                                            class and the school assigns 15% responsibility, then the FTE calculation for the adjunct would be
                                                            (5 credits x 0.15) / 33 = 0.02 FTE.




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                                                                     Meta Data Dictionary                                                                                                  Last Revised: February 2011
 PC                                Externally                                                                                                                                                        Office -     Last
Metric            Term              Defined      Dimension                                               Definition                                                 Source of Definition   Link(s)   Annual      Revised
                                     Field                                                                                                                                                           Review


         Faculty FTE-Calculator                              All faculty who team-teach a class section are able to receive a percent of the load credit. IDM
                                                                                                                                                                   Information & Data
         for workload of team-                  Formula      asks the schools to indicate a percent of instructional responsibility for each instructor of a team-    Management
                                                                                                                                                                                                      IDM         10/6/06
         taught classes                                      taught class.




                                                             For internal reporting purposes, to provide an equivalent for faculty teaching undergraduate,
         Faculty FTE-Calculator
                                                             graduate and/or mixed UG/GR teaching load, a Teaching Load calculator of 1.22 is applied to
         for workload that
                                                Formula      graduate section credits taught (e.g. 27 GR section credits taught x 1.22 = 33 credits). In most       President's Cabinet               IDM         8/26/04
         includes graduate level
                                                             internal reports, this calculator is not applied to paid teaching overloads; it is applied to
         classes
                                                             dissertation credits and graduate course that receives load credit.



                                                             An overload is the assignment of all or a part of a class section or sections to a regular faculty
                                                             member outside his or her regularly contracted FTE. Overload FTE is calculated based on the
                                                             number of section credits taught divided by 33 for UG sections and divided by 27 for GR/DR
                                                                                                                                                                   Information & Data
         Faculty FTE-Overload                   Formula      sections (e.g. 6 GR or DR section credits / 27 = 0.22 calculated FTE). Overload FTE calculation          Management
                                                                                                                                                                                                      IDM           3/7/08
                                                             allows the school to assign % of responsibility; therefore, if the overload is 6 GR or DR credits and
                                                             the school assigns 15% responsibility, then the FTE calculation for the adjunct would be (6 credits
                                                             x 0.15) / 27 = 0.03 FTE.

                                                             For internal reports, faculty load credit is based on assignments during the contract period           Information & Data
         Faculty Load Credit                                 (excludes overloads) and is found by adding Total Load Credit (tied to class section) to Total        Management - End of
                                                Formula                                                                                                                Year Academic
                                                                                                                                                                                                      IDM         9/15/09
         (FLC)                                               Release Credits (5 categories for Release Credits). Two of the Release Credit categories support
                                                                                                                                                                          Analysis
                                                             "Learning" -- Teaching and Non-classroom Instructional Load.



                                                             For regular faculty Release Credits are not tied to instruction and include administration, non- Information & Data
         Faculty Load Credit                                 classroom instructional support, teaching support, professional development, and leave. Two of Management - End of
                                                Formula                                                                                                          Year Academic
                                                                                                                                                                                                      IDM         9/15/09
         (FLC) - Release Credits                             the Release Credit categories support "Learning" -- Teaching and Non-classroom Instructional
                                                                                                                                                                    Analysis
                                                             Load.




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                                                                    Meta Data Dictionary                                                                                                      Last Revised: February 2011
 PC                               Externally                                                                                                                                                            Office -     Last
Metric            Term             Defined      Dimension                                                Definition                                                  Source of Definition     Link(s)   Annual      Revised
                                    Field                                                                                                                                                               Review


         Faculty Load Credit                                For regular faculty the total instructional load credit earned during a contract period (excludes    Information & Data
         (FLC) - Total Load                                 overloads) is a calculation that adds together Teaching Load Credit (tied to class sections taught) Management - End of
                                               Formula                                                                                                              Year Academic
                                                                                                                                                                                                         IDM         9/15/09
         Credit to Support                                  and release credits designated as Non-classroom Instructional Load Credit and/or Teaching Load
                                                                                                                                                                       Analysis
         Learning                                           Credit.



                                                            Administration: Includes assignments such as: department chair, program chair, accreditation
         Faculty Load Credit                                related assignments, director department/university-wide programs (writing, choral, etc.), animal Office of Academic
         (FLC)-Release Credits-                Faculty      facility supervision, specialty advising (such as PPHS), Art gallery supervision, Advisory Board  Affairs -- End of Year                     IDM        10/29/08
         Administration Credits                             supervision (as required by secondary accreditation), faculty governance, associate dean and so    Academic Analysis
                                                            forth.




         Faculty Load Credit                                Either paid leave (i.e. sabbatical) or unpaid leave (medical or maternity leave of absence). Faculty Office of Academic
         (FLC)-Release Credits-                Faculty      who fall in this category are not included in SPU's internal reports when calculating total Teaching Affairs -- End of Year                  IDM        10/29/08
         Faculty Leave Credit                               FTE.                                                                                                  Academic Analysis




         Faculty Load Credit
                                                            Non-classroom instructional load: These include, but are not limited to, credits that pertain to
         (FLC)-Release Credits-                                                                                                                                       Office of Academic
                                                            teaching and instruction but for which there is no designated class such as: teacher placement
         Non-classroom                         Faculty                                                                                                               Affairs -- End of Year              IDM        10/29/08
                                                            supervision, director of internships, director of research, lab preparation, play direction, RVT          Academic Analysis
         Instructional Load
                                                            (research vertical team), and teaching related advising activities.
         Credit



         Faculty Load Credit                                Professional Development: New Faculty Seminar, Senior Faculty Seminar, research grants (ARG,
                                                                                                                                                                 Office of Academic
         (FLC)-Release Credits-                             FRG), Fulbright, clinical practice (required for licensure), journal editor, external programs or
                                               Faculty                                                                                                          Affairs -- End of Year                   IDM        10/29/08
         Professional                                       grants (Templeton, Lilly, Murdock). May include all or portion of School Chair (e.g. SOT-Walls       Academic Analysis
         Development Credit                                 Chair; CAS-FLL-Marston Chair --- currently FLL chair not granted non-instructional release credits.



         Faculty Load Credit                                Teaching Load: This included all credits associated with a regular scheduled class or individual          Office of Academic
         (FLC)-Release Credits-                Faculty      instruction: labs, Math lab supervision, clinical consultation, dissertations, Hope Scholarship          Affairs -- End of Year              IDM        10/29/08
         Teaching Load Credit                               Professor (SBE), etc.                                                                                     Academic Analysis




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                                                                   Meta Data Dictionary                                                                                                    Last Revised: February 2011
 PC                              Externally                                                                                                                                                           Office -    Last
Metric            Term            Defined      Dimension                                                Definition                                                  Source of Definition   Link(s)    Annual     Revised
                                   Field                                                                                                                                                              Review

                                                           Those who have faculty status (Tenure, Tenure Track or Not On Tenure Track) whose primary
         Faculty with Non-                                 assignment is not teaching (e.g. vice president, associate vice president, dean, etc.) or teaching is
                                              Faculty                                                                                                               President's Cabinet              IDM & OAA      8/8/08
         Teaching Assignments                              less than 51% of the contracted FTE. This % of teaching assignment is maintained in Banner
                                                           form - ZEABASE by OAA.


                                                           Faculty members are expected to maintain a workload equivalent to 39 quarter credits per year
                                                           during the contract year. Graduate faculty: the normal teaching load will be 27 quarter credits
                                                           per year in course work, of which three credits may be assigned at an off-campus location. For               SPU faculty
         Faculty Work Load                    Faculty                                                                                                                    handbook
                                                                                                                                                                                                       OAA        8/26/04
                                                           undergraduate faculty the normal teaching load is 33 quarter credits per year and the remaining
                                                           load used to support university governance, advising, and course and professional development
                                                           activities.


                                                           For internal reporting purposes, to provide an equivalent for faculty teaching undergraduate,          President's Cabinet.
         Faculty Work Load                                 graduate and/or mixed UG/GR teaching load, a Teaching Load calculator of 1.22 is applied to           Calculation applied to
         Calculator-Applied to                Faculty      graduate section credits taught (e.g. 27 GR credit sections taught x 1.22 = 33 credits). For internal     EOY Academic                      IDM        8/26/04
         Graduate Courses                                  reporting, this calculator is not applied to paid teaching overloads; it is applied to dissertation   Analysis/Faculty Load
                                                                                                                                                                        Report
                                                           credits and graduate courses approved by OAA to receive load credit.


                                                           Adjunct faculty are part-time faculty who do not hold faculty rank and are normally contracted on            SPU faculty
         Faculty-Adjunct                      Faculty                                                                                                                    handbook
                                                                                                                                                                                                       OAA        10/6/06
                                                           a per-course basis.


                                                           Those who have one-year contracts and a faculty status, Not On Tenure Track. These faculty will
         Faculty-One Year                                                                                                                                           Information & Data
                                              Faculty      be counted in internal headcounts of faculty. They are excluded in CUPA counts but included in              Management
                                                                                                                                                                                                       IDM          8/8/08
         Appointment
                                                           IPEDS and AAUP counts. These faculty have been referred to in the past as "Visiting".


                                                           Those individuals who are hired for the purpose of teaching, and who may also do research
                                 Delaware
         Faculty-Regular                  Faculty          and/or service. They are characterized by a recurring contractual relationship in which the                Delaware Study                   IDM        8/11/06
                                 Study
                                                           individual and the institution both assume a continuing appointment.



                                                           Those who have continuing positions at faculty status (Tenure, Tenure Track, or Not On Tenure
         Faculty-Regular-
                                 IPEDS        Faculty      Track) whose primary assignment is research. Primary assignment is defined as 51% or more of                    IPEDS                       IDM          8/8/08
         research
                                                           the contracted FTE. Currently SPU has no faculty in this category.




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                                                                     Meta Data Dictionary                                                                                                  Last Revised: February 2011
 PC                               Externally                                                                                                                                                         Office -     Last
Metric             Term            Defined      Dimension                                               Definition                                                  Source of Definition   Link(s)   Annual      Revised
                                    Field                                                                                                                                                            Review

                                                             Those who have continuing positions at faculty status (Tenure, Tenure Track, or Not On Tenure
         Faculty-Regular-
                                               Faculty       Track) whose primary assignment is teaching. Primary assignment is defined as 51% or more of           President's Cabinet               IDM           8/8/08
         teaching
                                                             the contracted FTE.

                                                             Supplemental faculty are characteristically paid out of a pool of temporary funds. Their
                                                             appointment is non-recurring, although the same individual might receive a temporary
                                  Delaware                   appointment in successive terms. The key point is that the funding is, by nature, temporary and
         Faculty--Supplemental             Faculty                                                                                                                    Delaware Study                  IDM         8/11/06
                                  Study                      there is no expectation of continuing appointment. This category includes adjuncts,
                                                             administrators or professional personnel at the institution who teach but whose primary job
                                                             responsibility is non-faculty, contributed service personnel, etc.

                                                             Provides part-time employment to eligible postsecondary students to help meet educational
         Federal Work Study                                                                                                                                          Student Financial
                                               Financial Aid expenses. This program provides grants to institutions for partial reimbursement of wages paid              Services
                                                                                                                                                                                                       SFS        8/26/04
         Program
                                                             to students.

                                                             A student attending any institution for the first time at the undergraduate level. Includes students
         First-time, first-year                              enrolled in the fall term who attended college for the first time in the prior summer term. Also
                                               Student                                                                                                               University Catalog                SAS        8/26/04
         (freshman) student                                  includes students who entered with advanced standing (college credits earned before graduation
                                                             from high school).

         Fiscal Year                           Time          July 1 - June 30 of the following year                                                                  University Catalog               IDM         8/26/04



         Four Quarter Year                     Time          Summer term through the following spring term (twelve months in all).                                   University Catalog               IDM         8/26/04



                                                                                                                                                                    Information & Data
         FTFTFR                                Student       First Time, Full Time Freshman.                                                                           Management
                                                                                                                                                                                                      IDM         8/11/06



                                                             Undergraduate—A student enrolled for or 12 or more quarter credits, or 24 or more contact
                                                             hours a week each term. Graduate—A student enrolled for 9 or more quarter credits, or a
         Full Time Students       IPEDS        Student                                                                                                                     IPEDS                      IDM         5/11/07
                                                             student involved in thesis or dissertation preparation that is considered full time by the
                                                             institution.




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                                                                    Meta Data Dictionary                                                                                                 Last Revised: February 2011
 PC                                Externally                                                                                                                                                      Office -     Last
Metric            Term              Defined      Dimension                                             Definition                                                 Source of Definition   Link(s)   Annual      Revised
                                     Field                                                                                                                                                         Review

                                                             A measure that combines full and part-time student credit loads or faculty and staff workloads
                                                             and equates those totals to a full-time number by using a specific formula. For faculty, one FTE
                                                             equals 11 contact hours per quarter and 33 per year. For staff, one FTE is the number of normal
         Full-time Equivalence                                                                                                                                    Information & Data
                                                Formula      hours worked in a fiscal year. For students, one undergraduate FTE equals 15 credit hours per           Management
                                                                                                                                                                                                    IDM         8/11/06
         (FTE)
                                                             quarter and 45 per year. One graduate FTE equals 9 credit hours per quarter and 36 per year. FTE
                                                             can be measured for a single quarter, an academic year (fall, winter and spring), or a fiscal year
                                                             (annualized: summer, fall, winter, spring).



         Full-time vs. Part-time                             Full-time = undergraduate students taking 12 or more credits during any given term, or graduate
                                                Student                                                                                                            University Catalog                SAS        8/26/04
         Student - Enrollment                                students taking 6 or more credits. All other students are considered part-time.




         Full-time vs. Part-time                             Full-time = undergraduate students taking 12 or more credits during any given term, or graduate
                                                Student                                                                                                            University Catalog                SFS        8/26/04
         Student - Financial Aid                             students taking 6 or more credits. All other students are considered part-time.




         Good Standing-                                      An undergraduate student whose cumulative grade point average is above 2.0 is said to be in           Student Academic
                                                Student                                                                                                                Services
                                                                                                                                                                                                     SAS        8/27/07
         Academic                                            good standing.



                                                             A student’s grade point average (GPA) is determined by dividing the total number of grade points
                                                             earned during a given period by the number of credits for which the student was enrolled and for
         Grade Point Average                    Formula      which he or she received a regular grade during the same period. For example, if a student earns      University Catalog               IDM         8/26/04
                                                             45 grade points during a quarter in which he or she is enrolled for 15 credits, his or her GPA for
                                                             the quarter will be 3.0. *see current catalog for a complete list of grade and points.


                                                             A graduate student is offered probational admission when there is doubt about his or her ability
                                                             to participate in a graduate level program. Depending on the program, an admission is
         Graduate Admit -                                    probational for either the first nine credits or the first academic year. At the end of the
                                                Admissions                                                                                                         Admissions Office                IDM         8/27/07
         Probational                                         probational period, the person is either fully admitted, put on continuing probation, or asked to
                                                             leave the program. People with probational admission are eligible for less financial aid than are
                                                             people with full admission.




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                                                                  Meta Data Dictionary                                                                                                 Last Revised: February 2011
 PC                             Externally                                                                                                                                                       Office -     Last
Metric           Term            Defined      Dimension                                              Definition                                                 Source of Definition   Link(s)   Annual      Revised
                                  Field                                                                                                                                                          Review

                                                          A graduate student is offered provisional admission before the person has completed either a
                                                          bachelor's degree or specific undergraduate requirement(s). An example of provisional
         Graduate Admit -
                                             Admissions   admission is the School of Psychology's practice of offering admission in February to a person         Admissions Office                IDM         8/27/07
         Provisional
                                                          who expects to receive a bachelor's degree in June. People with provisional admission are
                                                          eligible for less financial aid than are people with full admission.



                                                          Academic credit courses numbered 6000-7999. Master's credits are 6000 level and doctoral              Office of Academic
         Graduate Courses                    Curriculum                                                                                                                Affairs
                                                                                                                                                                                                   SAS        8/26/04
                                                          credits are 7000 level.




                                                          A student who holds a bachelor's or first professional degree, or equivalent, and is taking courses
         Graduate student                    Student                                                                                                             University Catalog               IDM         8/26/04
                                                          at the post-baccalaureate level. At SPU they are matriculated as a master or doctoral student.


                                                          The total number of graduated cohort students divided by the total number of the cohort within
                                                          the period of measurement. Graduation rates are calculated separately by degree level. Only
   Y     Graduation Rate        IPEDS        Formula                                                                                                                   IPEDS                      IDM         8/26/04
                                                          students who have officially graduated are included and reported. Official statistics updated
                                                          annually at Fall Census (10th day).


                                                          This formula is used internally. Two Doctoral degree cohort graduation rates are calculated. One
         Graduation Rate-                                                                                                                                  Office of Academic
                                             Formula      is based on number of completers in 6 years and one is based on number of completers in 8            Affairs, IDM
                                                                                                                                                                                                  IDM         8/11/06
         Doctoral
                                                          years. These calculations were used for Accreditation reporting in February 2006.

                                                          Rate required for disclosure and/or reporting purposes under Student Right-to-Know. Calculated
                                                          as the total number of completers within 150% of normal time (six years), divided by the total
         Graduation Rate-First-
                                                          number in a cohort. A FTFTFR cohort is defined as a group of new students who are full-time
         time Full-time         IPEDS        Formula                                                                                                                   IPEDS                      IDM         7/10/09
                                                          and who are entering college for the first time in a given fall term. Students who attend
         Freshmen (FTFTFR)
                                                          university summer sessions as first-time students or who enter with advanced standing are
                                                          counted as first-time first-year on fall reports. A year begins in Summer term and ends with the


                                                          This formula is used internally. Two Master's degree cohort graduation rates are calculated. One
         Graduation Rate-                                                                                                                                  Office of Academic
                                             Formula      is based on number of completers in 3 years and one is based on number of completers in 4            Affairs, IDM
                                                                                                                                                                                                  IDM         8/11/06
         Masters
                                                          years. These calculations were used for Accreditation reporting in February 2006.




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                                                                    Meta Data Dictionary                                                                                                Last Revised: February 2011
 PC                               Externally                                                                                                                                                      Office -     Last
Metric           Term              Defined      Dimension                                              Definition                                                Source of Definition   Link(s)   Annual      Revised
                                    Field                                                                                                                                                         Review


                                                            Graduation rate for Transfer students is an internal measurement, reported in Enrollment
         Graduation Rate-                                   Strategic Indicators. It is calculated only on transfer students who come to SPU with an AA          Information & Data
                                               Formula                                                                                                              Management
                                                                                                                                                                                                   IDM         8/11/06
         Transfers                                          degree or 90 or more transfer credits. Three-year, four-year, and five-year graduation rates are
                                                            reported for this group.



                                                            Unless stipulated otherwise in IDM reports, only students accepted into a major or minor are
                                                                                                                                                                 Information & Data
         Majors/Minors                         Student      counted in official statistics. Official year-to-year comparisons are based on Spring End of            Management
                                                                                                                                                                                                    SAS        8/26/04
                                                            Quarter Census.




                                                            An award that requires the successful completion of a program of study of at least the full-time
         Master’s Degree          IPEDS        Degree                                                                                                                   IPEDS                      IDM         8/26/04
                                                            equivalent of two or more academic years of work beyond the bachelor’s degree.




                                                            Students who have fully met the requirements for admission and have registered for courses in
         Matriculated Students                 Student      the quarter for which they were admitted (designated as undergraduate, post-baccalaureate,            University Catalog                SAS        8/26/04
                                                            graduate or doctoral students).


                                                            A National Merit Scholar is a person whose name appears as a semi-finalist in the book sent out
                                                            annually by the organization that administers the test. This book has people's names
                                                                                                                                                              Admissions Office, C5
         National Merit Scholar                Reporting    alphabetically by city. Admissions currently examines this book once a year, in the August of the        group
                                                                                                                                                                                                   IDM        10/26/10
                                                            year before the Fall term for which the people apply. For example, Admissions examines the Fall
                                                            2010 book in August 2009.


                                                            Net tuition revenue = total graduate tuition revenue offset by any contra revenue accounts. A         OBP & IDM - EOY
         Net Tuition Revenue-                                                                                                                                        Academic
   Y                                           Formula      contra revenue account has a debit balance and offsets the credit balance of the corresponding         Departmental
                                                                                                                                                                                                   OBP         7/11/06
         Graduate
                                                            revenue account.                                                                                          Analysis




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                                                                   Meta Data Dictionary                                                                                                Last Revised: February 2011
 PC                              Externally                                                                                                                                                      Office -     Last
Metric           Term             Defined      Dimension                                              Definition                                                Source of Definition   Link(s)   Annual      Revised
                                   Field                                                                                                                                                         Review



                                                           Net tuition revenue = total undergraduate tuition revenue offset by any contra revenue accounts.      OBP & IDM - EOY
         Net Tuition Revenue-                                                                                                                                       Academic
   Y                                          Formula      A contra revenue account has a debit balance and offsets the credit balance of the corresponding       Departmental
                                                                                                                                                                                                  OBP         7/11/06
         Undergraduate
                                                           revenue account.                                                                                          Analysis




                                                           Students who have never attended another post-secondary institution at the undergraduate
         New Freshman                         Admissions                                                                                                         Admissions Office                IDM         8/26/04
                                                           level, includes students who entered with advanced standing.




                                                           A matriculated student attending SPU for the first time at one of SPU's levels --Undergraduate,
         New student                          Student      Graduate/Master's, Doctoral, or Post-Baccalaureate. Note: If an undergraduate student                 University Catalog               IDM         8/26/04
                                                           continues at the institution as a post-bacc or graduate student, the student is classified as new.




         Non-Matriculated                                  Students who are registered, but not seeking a degree at SPU or have not submitted the
                                              Student                                                                                                            University Catalog               IDM         10/6/06
         Students                                          credentials required for admission with regular status.




         Persistence Rate                                  Persistence rate only applies to first-time full-time freshmen who enter in the summer/fall and
         (Retention) -First-time                           return the subsequent fall for a second year. The total number of graduated cohort students plus
   Y                             IPEDS        Formula                                                                                                                  IPEDS                      IDM         8/11/06
         Full-time Freshmen                                the number of cohort students still enrolled at the institution divided by the total number in the
         (FTFTFR)                                          cohort group.



         Post-master’s                                     An award that requires completion of an organized program of study beyond the master’s                Student Academic
                                              Degree                                                                                                                 Services
                                                                                                                                                                                                   SAS        8/27/07
         Certificate                                       degree, but does not meet the requirements of academic degrees at the doctor’s level.



                                                           Students who are registered, and seeking an MBA, but have not met the criteria required for
                                                                                                                                                            Student Academic
         Pre-Qualified MBA                    Student      admission with regular status. Students are individually approved by SBE and are considered Non-     Services
                                                                                                                                                                                                   SAS        8/11/06
                                                           matriculated until they are officially accepted.




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                                                                   Meta Data Dictionary                                                                                                   Last Revised: February 2011
 PC                              Externally                                                                                                                                                         Office -     Last
Metric            Term            Defined      Dimension                                                Definition                                                 Source of Definition   Link(s)   Annual      Revised
                                   Field                                                                                                                                                            Review


         Quarter, Fall                        Time         The quarter that begins in late September.                                                               University Catalog               IDM         8/27/07




         Quarter, Spring                      Time         The quarter that begins in mid-March.                                                                    University Catalog               IDM         8/27/07




         Quarter, Summer                      Time         The quarter that begins in mid-June.                                                                     University Catalog               IDM         8/27/07




         Quarter, Winter                      Time         The quarter that begins in early January.                                                                University Catalog               IDM         8/27/07




                                                           Beginning in Fall 2010, SPU reports all students and employees who are US citizens or resident
         Race and ethnicity data
                                                           aliens by two fields, race and ethnicity. People self-report ethnicity (Hispanic or not Hispanic)
         reporting standards,    IPEDS        Reporting                                                                                                                   IPEDS            Link      IDM           8/5/10
                                                           and race (Native American, Asian, Pacific Islander, African American, or White) separately. Please
         Fall 2010 and forward
                                                           see the Link for a detailed discussion.


                                                           Student who lives on-campus in housing owned or leased by SPU. Since Fall 2004, this includes
         Residential Student                  Housing                                                                                                               University Catalog               OUS         9/15/09
                                                           those living in affiliated housing (Wesley Apts.).



                                                           Master's cohort retention rate is an internal calculation. For February 2006 Accreditation
         Retention Rate -                                                                                                                                          Office of Academic
                                              Formula      reporting, Master's retention was calculated as the percent of a Master's cohort returning in Fall          Affairs, IDM
                                                                                                                                                                                                     IDM         8/11/06
         Graduate Students
                                                           of second year, and percent of a Master's cohort returning any time in second year.


                                                           The University annually tracks retention rates by freshmen and transfer student cohorts to
         Retention Rate -
                                                           determine the percentage that returns from spring to the subsequent fall quarter; retention or          Office of Academic
         Undergraduate                        Formula                                                                                                                  Affairs, IDM
                                                                                                                                                                                                     IDM         8/11/06
                                                           attrition rates are calculated for a cohort for a specific time, such as second year retention, third
         Students
                                                           year retention, etc. (also retention rate).




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                                                                    Meta Data Dictionary                                                                                                  Last Revised: February 2011
 PC                               Externally                                                                                                                                                        Office -     Last
Metric               Term          Defined      Dimension                                               Definition                                                 Source of Definition   Link(s)   Annual      Revised
                                    Field                                                                                                                                                           Review


                                                            IDM reports SATC (SAT composite) scores of new first-time, full-time freshmen on the IDM
         SATC reporting                                     Strategic Indicators report by the average score and by the range of 25th to 75th percentiles.
         standard for new                      Reporting    IDM reports SATC scores by this same range of percentiles when a range is required and                  Admissions Office                IDM         2/11/11
         FTFTFR                                             percentiles are not specified. The range of percentiles brings Strategic Indicator (internal)
                                                            reporting into agreement with IPEDS Institutional Characteristics (external) reporting.



                                                            The credit value of the class section is added up for the entire fiscal year and then aggregated by
                                                            1) all paid overloads 2) individual instruction sections, and 3) the remainder are the "contracted"
                                                            section credits taught. For variable credit classes, the average of the section credits is used; e.g.
                                                                                                                                                                  Information & Data
   Y     Section Credits Taught                Formula      (3 credit + 4 credit) / 2 = 3.5 section credits taught. When sections are team taught, the section       Management
                                                                                                                                                                                                     IDM         8/11/06
                                                            credits taught are split among the faculty based on the % of responsibility assigned by the school
                                                            at the class section level in Banner (e.g. if 2 faculty team teach a 5-credit class and both have 50%
                                                            instructional responsibility assigned, then both receive 2.5 section credits).




                                                            FTE will be based on the generated FTE in Banner Finance/Payroll and full-time is defined as .80
                                                                                                                                                                   Information & Data
   Y     Staff FTE                             Formula      FTE. Staff with .80 FTE or higher are considered full-time and are included in counts of full-time        Management
                                                                                                                                                                                                     OBP         10/6/06
                                                            staff.



                                                            {Number of (internal) job leavers in period/Average number of employees in period} x 100.
         Staff Turnover -                                   These rates can be assessed monthly, quarterly, half yearly, annually. For example, if there were      Information & Data
                                               Formula                                                                                                                Management
                                                                                                                                                                                                     OBP         8/26/04
         Calculation                                        25 separations during a month and the average number of employees was 500, the turnover rate
                                                            would be: (25/500) X 100 = 5%.



                                                            Ratio of full-time equivalent students (count of full-time plus 1/3 count of part-time) to full-time
         Student Faculty Ratio    Common                                                                                                                           Common Data Set;
   Y                                       Formula          equivalent instructional faculty (count of full-time plus 1/3 count of part time, excludes adjunct     President's Cabinet
                                                                                                                                                                                                     IDM         2/23/10
         External                 Data Set
                                                            faculty). As reported to outside agencies and published in SPU publications.



                                                            Ratio of Total Student FTE to Total Faculty FTE. Total Student FTE is end-of-year actual data
         Student Faculty Ratio                                                                                                                                     Information & Data
   Y                                           Formula      calculated from student credits for 3 quarters (UG programs) or 4 quarters (GR programs). Total           Management
                                                                                                                                                                                                     IDM         2/23/10
         Internal
                                                            Faculty FTE is Regular Faculty FTE + paid class section Overload FTE + Adjunct Faculty FTE.




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                                                                    Meta Data Dictionary                                                                                             Last Revised: February 2011
 PC                               Externally                                                                                                                                                   Office -     Last
Metric           Term              Defined      Dimension                                              Definition                                             Source of Definition   Link(s)   Annual      Revised
                                    Field                                                                                                                                                      Review


         Student FTE -
                                                                                                                                                               Information & Data
   Y     Graduate, Annualized                  Formula      Sum of graduate student generated credits for 4 quarters divided by 36.                               Management
                                                                                                                                                                                                IDM         9/15/09
         (4-quarter)




         Student FTE -                                                                                                                                         Information & Data
   Y                                           Formula      Sum of graduate student generated credits divided by 9.                                               Management
                                                                                                                                                                                                IDM         7/31/09
         Graduate, by Term




         Student FTE - Total
                                                                                                                                                               Information & Data
         Academic Year,                        Formula      Sum of 3-quarter undergraduate FTE and 3-quarter graduate FTE.                                        Management
                                                                                                                                                                                                IDM         9/15/09
         Annualized (3-quarter)



         Student FTE -
                                                                                                                                                               Information & Data
   Y     Undergraduate,                        Formula      Sum of undergraduate student generated credits for 3 quarters divided by 45.                          Management
                                                                                                                                                                                                IDM         9/15/09
         Annualized (3-quarter)



         Student FTE -
                                                                                                                                                               Information & Data
   Y     Undergraduate, by                     Formula      Sum of undergraduate student generated credits divided by 15.                                         Management
                                                                                                                                                                                                IDM         7/31/09
         Term




         Student Generated                                  The credit value of the class section times the number of students enrolled; 5 credits x 20        Information & Data
   Y                                           Formula                                                                                                            Management
                                                                                                                                                                                                IDM         7/31/09
         Credits                                            students = 100 student credits generated.




                                                            Term used to describe the employment status of faculty. Faculty may be tenured, tenure track, or Office of Academic
         Tenure Status                         Faculty                                                                                                              Affairs
                                                                                                                                                                                                OAA           8/8/08
                                                            not on tenure track. Considered continuous contracted faculty for internal reporting.




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                                                                   Meta Data Dictionary                                                                                                Last Revised: February 2011
 PC                              Externally                                                                                                                                                      Office -     Last
Metric           Term             Defined      Dimension                                              Definition                                                Source of Definition   Link(s)   Annual      Revised
                                   Field                                                                                                                                                         Review


                                                           Defined as the highest degree attainable for an area of discipline. For all disciplines, that is a   Office of Academic
         Terminal Degree                      Faculty                                                                                                                  Affairs
                                                                                                                                                                                                  OAA         8/26/04
                                                           doctorate degree, with the following SPU exceptions of Fine Arts (MFA) and for Librarians (MLS).




                                                           Undergraduate students who have previously attended another postsecondary institution at the
         Transfer Student                     Student                                                                                                            University Catalog               ADM         8/26/04
                                                           same level; students may transfer with or without credits.




         Undergraduate Student                Student      An admitted student enrolled in a baccalaureate program.                                              University Catalog                SAS        8/26/04




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   Meta Data Dictionary                                                           Terms no longer used
    Pres.                        Externally
  Cabinet                         Defined
   Metric                          Field                                                                                                                               Office -               Removed
(Y or blank)                                                                                                                                  Source of                Annual      Last      from main
                     Term                     Dimension                                      Definition                                       Definition     Link(s)   Review     Revised    dictionary

               Race and
                                                          Currently, SPU reports all students and employees who are US citizens or
               ethnicity data
                                                          resident aliens by an ethnic code. People self-report ethnicity as either Native
               reporting         IPEDS        Reporting                                                                                         IPEDS                   IDM        8/20/09       8/5/10
                                                          American, Asian or Pacific Islander, African American, Hispanic, White, or
               standards,
                                                          Multiracial.
               current


                                                                                                                                             Information &
               Cohort Year                                Doctoral Cohort Coding: 3D1F In a full-time Doctoral program; 3D2P In a part-
                                              Student                                                                                             Data                  IDM        8/11/06     8/30/10
               Coding Doctoral                            time Doctoral program.
                                                                                                                                              Management

                                                          Master's Cohort Coding: Master's cohort coding will start with the characters Information &
               Cohort Year
                                              Student     "2G". Since all Master's level programs at SPU are part-time, further              Data                       IDM        10/6/06     8/30/10
               Coding Master's
                                                          articulation of the cohort code is not yet necessary.                          Management
                                                          The highest award a student can earn for graduate study. The doctoral degree
               Doctoral degree IPEDS          Degree      classification includes such degrees as Doctor of Education (Ed.D...) and the IPEDS and IDM                   IDM        8/26/04    10/19/10
                                                          Doctor of Philosophy (Ph.D.) degree.

				
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