IPEDS 2021-22 Survey - Spring Collection
Table of Contents
IPEDS 2021-22 Survey
This article provides a procedural guide to produce IPEDS (Integrated Postsecondary Education Data System) report files using the RIO IPEDS app for the IPEDS 2021-22 Survey.
Introduction
This guide is specific to the 'Spring Collection' of survey materials for the IPEDS 2021-22 Survey. The 'Spring Collection' includes the survey components:
- Human Resources 1 (HR1).
- Human Resources 2 (HR2).
- Fall Enrollment (EF1).
- Finance (F2B).
- Academic Libraries (AL1).
Prerequisites
- The following managed packages must be installed in the Salesforce org:
- EDA.
- RIO Education.
- RIO Education Reporting (US) [RIO IPEDS application].
- The RIO IPEDS permission set must be assigned to the user.
- The ‘RIO IPEDS Survey Default’ records must have been entered or updated (refer to the steps in the relevant section below).
Spring Collection Procedures
Human Resources 1 (HR1)
The Human Resources 1 survey component comprises of thirteen parts (A1, A2, B1, B2, B3, D1, D2, D3, D4, G1, G2, H1, and H2), which are all RIO Survey Defaults. Each part follows the 'RIO IPEDS Survey Defaults' procedure. The default fields are as follows:
HR1, Part A1 - Full-time instructional staff by tenure status, academic rank and race/ethnicity/gender
| Field | Description | Format (Guide) |
|---|---|---|
COUNT |
Number of employees. | Enter headcount (between 1 and 999999). |
HR1, Part A2, Full-time instructional staff by tenure, medical school, and function
| Field | Description | Format (Guide) |
|---|---|---|
COUNT |
Number of employees. | Enter headcount (between 1 and 999999). |
HR1, Part B1 - Full-time non-instructional staff by occupational category, Race/Ethnicity/Gender
| Field | Description | Format (Guide) |
|---|---|---|
COUNT |
Number of employees. | Enter headcount (between 1 and 999999). |
HR1, Part B2 - Full-time non-instructional staff by tenure, medical school, and occupational category
| Field | Description | Format (Guide) |
|---|---|---|
COUNT |
Number of employees. | Enter headcount (between 1 and 999999). |
HR1, Part B3 - Full-time non-instructional staff by medical school, and occupational category
| Field | Description | Format (Guide) |
|---|---|---|
COUNT |
Number of employees. | Enter headcount (between 1 and 999999). |
HR1, Part D1 - Part-time staff by occupational category, Race/Ethnicity/Gender
| Field | Description | Format (Guide) |
|---|---|---|
COUNT |
Number of employees. | Enter headcount (between 1 and 999999). |
HR1, Part D2 - Graduate assistants by occupational category and race/ethnicity/gender
| Field | Description | Format (Guide) |
|---|---|---|
COUNT |
Number of employees. | Enter headcount (between 1 and 999999). |
HR1, Part D3 - Part-time staff by tenure, medical school, and occupational category
| Field | Description | Format (Guide) |
|---|---|---|
COUNT |
Number of employees. | Enter headcount (between 1 and 999999). |
HR1, Part D4 - Part-time Non-instructional staff by medical school, and occupational category
| Field | Description | Format (Guide) |
|---|---|---|
COUNT |
Number of employees. | Enter headcount (between 1 and 999999). |
HR1, Part G1 - Salaries of Instructional staff
| Field | Description | Format (Guide) |
|---|---|---|
12mCount |
Number of staff whose annual salary covers 12 months. |
Enter headcount (between 1 and 999999). |
11mCount |
Number of staff whose annual salary covers 11 months. |
|
10mCount |
Number of staff whose annual salary covers 10 months. |
|
9mCount |
Number of staff whose annual salary covers 9 months. |
|
LessThan9mCount |
Number of staff whose annual salary covers less than 9 months. |
|
12mSoutlays |
Total value of salary outlays - 12 months. |
Enter the total integer dollar value (between 0 and 999999999999). |
11mSoutlays |
Total value of salary outlays - 11 months. |
|
10mSoutlays |
Total value of salary outlays - 10 months. |
|
9mSoutlays |
Total value of salary outlays - 9 months. |
HR1, Part G2 - Salaries of non-instructional staff
| Field | Description | Format (Guide) |
|---|---|---|
SOUTLAYS |
Total value of salary outlays. |
Enter the total integer dollar value (between 0 and 999999999999). |
HR1, Part H1 - Full-time new hire instructional staff by tenure status and race/ethnicity/gender
| Field | Description | Format (Guide) |
|---|---|---|
COUNT |
Number of employees. | Enter headcount (between 1 and 999999). |
HR1, Part H2 - New hires by occupational category, Race/Ethnicity/Gender
| Field | Description | Format (Guide) |
|---|---|---|
COUNT |
Number of employees. | Enter headcount (between 1 and 999999). |
Human Resources 2 (HR2)
The Human Resources 2 survey component comprises of five parts (A1, B1, B2, G1, and G2), which are all RIO Survey Defaults. Each part follows the 'RIO IPEDS Survey Defaults' procedure. The default fields are as follows:
HR2, Part A1 - Full-time staff by racial/ethnic category, gender, and occupational category
| Field | Description | Format (Guide) |
|---|---|---|
COUNT |
Number of employees. | Enter headcount (between 1 and 999999). |
HR2, Part B1 - Part-time staff by racial/ethnic category, gender, and occupational category
| Field | Description | Format (Guide) |
|---|---|---|
COUNT |
Number of employees. | Enter headcount (between 1 and 999999). |
HR2, Part B2 - Graduate assistants by occupational category and race/ethnicity/gender
| Field | Description | Format (Guide) |
|---|---|---|
COUNT |
Number of employees. | Enter headcount (between 1 and 999999). |
HR2, Part G1 - Salaries of Full-time Instructional staff
| Field | Description | Format (Guide) |
|---|---|---|
12mCount |
Number of staff whose annual salary covers 12 months. |
Enter headcount (between 1 and 999999). |
11mCount |
Number of staff whose annual salary covers 11 months. |
|
10mCount |
Number of staff whose annual salary covers 10 months. |
|
9mCount |
Number of staff whose annual salary covers 9 months. |
|
LessThan9mCount |
Number of staff whose annual salary covers less than 9 months. |
|
12mSoutlays |
Total value of salary outlays - 12 months. |
Enter the total integer dollar value (between 0 and 999999999999). |
11mSoutlays |
Total value of salary outlays - 11 months. |
|
10mSoutlays |
Total value of salary outlays - 10 months. |
|
9mSoutlays |
Total value of salary outlays - 9 months. |
HR2, Part G2 - Salaries of non-instructional staff
| Field | Description | Format (Guide) |
|---|---|---|
SOUTLAYS |
Total value of salary outlays. |
Enter the total integer dollar value (between 0 and 999999999999). |
Fall Enrollment (EF1)
The Fall Enrollment survey component comprises of seven parts (A, B, C, D, E, F, and G), of which five (A, B, C, D, and G) are automated, while parts E and F use RIO Survey Defaults. Each part follows the 'RIO IPEDS Survey Defaults' procedure. The default fields are as follows:
EF1, Part E - Fall Enrollment
| Field | Description | Format (Guide) |
|---|---|---|
FT_PY_COHORT |
Number of full-time, first-time cohort students, Fall 2020. |
Enter headcount (between 1 and 999999). |
| FT_EXCLUSIONS | Number of full-time, first-time cohort exclusions, Fall 2020. |
|
| FT_INCLUSIONS | Number of full-time, first-time cohort inclusions, Fall 2020. |
|
FT_CY_COHORT |
Number of full-time, first-time cohort students still enrolled in Fall 2021. |
|
PT_PY_COHORT |
Number of part-time, first-time cohort students, Fall 2020. |
|
| PT_EXCLUSIONS | Number of part-time, first-time cohort exclusions, Fall 2020. |
|
| PT_INCLUSIONS | Number of part-time, first-time cohort inclusions, Fall 2020. |
|
PT_CY_COHORT |
Number of part-time, first-time cohort students still enrolled in Fall 2021. |
EF1, Part F - Fall Enrollment
| Field | Description | Format (Guide) |
|---|---|---|
ST_STAFF_RATIO |
Student-to-faculty ratio. |
Enter denominator of ratio 'to 1'. |
Finance (F2B)
The Finance survey component comprises of ten parts (9, A, B, C1, C2, D, E, H, I, and Q), which are all RIO Survey Defaults. Each part follows the 'RIO IPEDS Survey Defaults' procedure. The default fields are as follows:
F2B, Part 9 - General Information
| Field | Description | Format (Guide) |
|---|---|---|
FY_BEGIN_MONTH |
Month of beginning date of fiscal year covered. |
Enter two digit month ('0#', between 1 to 12) |
FY_BEGIN_YEAR |
Year of beginning date of fiscal year covered. |
Enter four digit year ('YYYY', between 2020 and 2021) |
FY_END_MONTH |
Month of end date of fiscal year covered. Your fiscal year must end before October 1, 2021. |
Enter two digit month ('0#', between 1 to 12) |
FY_END_YEAR |
Year of end date of fiscal year covered. Your fiscal year must end before October 1, 2021. |
Enter four digit year ('YYYY', between 2020 and 2021) |
GPFS |
Audit Opinion: Did your institution receive an unqualified opinion on its General Purpose Financial Statements from your auditor for the fiscal year? |
1 = Unqualified, 2 = Qualified, 3 = Don't know |
ATHLETICS |
If your institution participates in intercollegiate athletics, are the expenses accounted for as auxiliary enterprises or treated as student services? |
1 = Auxiliary Enterprises, 2 = Student Services, 3 = Does not participate in intercollege athletics, 4 = Other |
ATH_REV_1 |
If your institution participates in intercollegiate athletics, indicate the category where these revenues are included: Sales and services of educational activities? |
Enter boolean: 1 = Yes, 2 = No |
ATH_REV_2 |
If your institution participates in intercollegiate athletics, indicate the category where these revenues are included: Sales and services of auxiliary enterprises. |
|
ATH_REV_3 |
If your institution participates in intercollegiate athletics, indicate the category where these revenues are included: Does not have intercollegiate athletics revenue. |
|
ATH_REV_4 |
If your institution participates in intercollegiate athletics, indicate the category where these revenues are included: Other. |
|
PELL_GRANTS |
Does your institution account for Pell grants as pass through transactions (a simple payment on the student's account) or as federal grant revenues to the institution? |
1 = Pass through (agency), 2 = Federal grants, 3 = Does not award Pell grants |
F2B, Part A
| Field | Description | Format (Guide) |
|---|---|---|
AMOUNT |
Amount in whole dollars. | Enter the total integer dollar value (between -99999999999 and 999999999999). |
F2B, Part B
| Field | Description | Format (Guide) |
|---|---|---|
AMOUNT |
Amount in whole dollars. | Enter the total integer dollar value (between -99999999999 and 999999999999). |
F2B, Part C1 and Part C2
| Field | Description | Format (Guide) |
|---|---|---|
AMOUNT |
Amount in whole dollars. | Enter the total integer dollar value (between -99999999999 and 999999999999). |
F2B, Part D
| Field | Description | Format (Guide) |
|---|---|---|
AMOUNT |
Amount in whole dollars. | Enter the total integer dollar value (between -99999999999 and 999999999999). |
F2B, Part E
| Field | Description | Format (Guide) |
|---|---|---|
AMOUNT |
Amount in whole dollars. | Enter the total integer dollar value (between -99999999999 and 999999999999). |
F2B, Part H
| Field | Description | Format (Guide) |
|---|---|---|
AMOUNT |
Amount in whole dollars. | Enter the total integer dollar value (between -99999999999 and 999999999999). |
F2B, Part I
| Field | Description | Format (Guide) |
|---|---|---|
AMOUNT |
Amount in whole dollars. | Enter the total integer dollar value (between -99999999999 and 999999999999). |
F2B, Part Q
| Field | Description | Format (Guide) |
|---|---|---|
AMOUNT |
Amount in whole dollars. | Enter the total integer dollar value (between -99999999999 and 999999999999). |
For more detailed information refer here.
Academic Libraries (AL1)
The Academic Libraries survey component comprises of three parts (A, B, and C), which are all RIO Survey Defaults. Each part follows the 'RIO IPEDS Survey Defaults' procedure. The default fields are as follows:
AL1, Part A - Library Collections/Circulation
| Field | Description | Format (Guide) |
|---|---|---|
BOOKS |
Count of books (physical and digital/electronic). | Enter the total integer count (between 0 and 999999999999), or -2 or blank = not applicable. |
DATABASES |
Count of databases (digital/electronic). |
|
MEDIA |
Count of media. |
|
SERIALS |
Count of serials. |
|
CIRCULATION |
Circulation. |
AL1, Part B - Expenses (Library expenses >= $100,000)
| Field | Description | Format (Guide) |
|---|---|---|
BRANCHES |
The number of branch and independent libraries (exclude the main or central library). |
Enter the total integer count (between 0 and 999999). |
SALARIES |
Total salaries and wages. |
Enter the total integer dollar value (between 0 and 999999999999), or -2 or blank = not applicable. |
FRINGE |
Total fringe benefits (if paid by the library budget). |
|
MATERIAL_ONETIME |
Total materials/services cost - One-time purchases of books, serial backfiles, and other materials. |
|
MATERIAL_SUBSCRIPT |
Total materials/services cost - Ongoing commitments to subscriptions. |
|
MATERIAL_OTHER |
Total materials/services cost - Other materials/service cost. |
|
OPERATION_PRESERVE |
Total operations and maintenance expenses - Preservation services. |
|
OPERATION_OTHER |
Total operations and maintenance expenses - All other operations and maintenance expenses. |
AL1, Part C - Interlibrary Loan Services and Library Staff
| Field | Description | Format (Guide) |
|---|---|---|
INTERLIB_PROVIDED |
Total interlibrary loans and documents provided to other libraries. |
Enter the total integer count (between 0 and 999999999999), or -2 or blank = not applicable. |
INTERLIB_RECEIVED |
Total interlibrary loans and documents received. |
|
LIB_STAFF_LIBRARIANS |
Total headcount of librarians (Number of FTEs). |
Enter headcount (between 0 and 999999), or -2 or blank = not applicable. |
LIB_STAFF_OTHER_PROF |
Total headcount of other professional staff (Number of FTEs). |
|
LIB_STAFF_OTHER_PAID |
Total headcount of other paid staff (except student assistants) (Number of FTEs). |
|
LIB_STAFF_ASSISTANTS |
Total headcount of student assistants (Number of FTEs). |
For more detailed information refer here.