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Nicholas Gill, Associate Dean of Institutional Research & Planning 
York County Community College, Wells, Maine
May 27‐30, 2015
Learning to Count: The IR & Jenzabar
Relationship
Jenzabar’s Annual Meeting
May 27 ‐ 30, 2015 
Gaylord Opryland Resort & Convention Center
Nashville, TN
 Understanding reciprocity:   
The impact of Data integrity on 
potential reporting from Jenzabar EX.
 Managing data requests: Do 
your stakeholders know what data    
they need?
 Cultivating Buy‐in: How 
understanding Jenzabar EX can support 
increased centralized reporting and 
data‐driven decision‐making.
Topic Outline
 What are the Standard Operating 
Procedures (SOP) for recording data?
 How much data depth is recorded?
 What are the quality assurance 
processes in place?                                
(i.e. auditing, exception reports)
 Are the above done conscientiously, 
consistently, and cross‐institutionally?
Data Practices and Integrity
IR Mantra: Data in         Data Out
What is the demographic 
distribution of our students?
What demographic data have 
you captured in Jenzabar EX?
What data should we have? Whatever data you would like 
reported…
Requestor IR Response
X No Unique Identifier
X No SSN
X No Birth Date
X No Relationships
X No Degree Attainment
X No Marital Status
X No Gender
X No Ethnicity
Less Data Integrity       Fewer Reporting Options
X No Unique Identifier
X No SSN
X No Birthdate
X No Relationships
X No Degree Attainment
X No Marital Status
X No Gender
X No Ethnicity
Trouble distinguishing new 
records from existing ones… 
creates DUPLICATES!
Development – Minimal and 
inconsistent data affects 
mapping alumni relations.
External reporting obstacles:
College Board
NCES / IPEDS
NSC
NSLDS
Compounding Issues
IR: Where?
But we have the “Real” data…
IR: Yes….but….
?
Peripheral data can produce reports….
 2 Unique Identifiers
 SSN
 Birth Date
 3 Relationships
 Degree Attainment
 Marital Status
 Gender
 Ethnicity
 Spouse’s Employer
More Data Integrity       More Reporting Options
 Centralized data is more robust and yields more possibilities.
 It is live and responsive to data entry and activity.
 Warehoused data or snapshots can produced static reports
Database (SQL) TablesPeripheral Sources
Where should my IR data live?
Database (SQL) Tables Formatted Reports
Do I need a query or a report?
? Is this an one‐time request?
? Is the data something you want to be 
able to access routinely or remotely?
? Does anyone else need to access the 
information?
? Does the data need to fit into a third‐
party’s format?
? Are their visual components (i.e. charts, 
graphs, or summary tables)?
? Do you have supplemental data to add 
from a peripheral source(s)?
To query or to report…
 How do data requests come in?
 How is workflow managed?
 What types of questions are 
asked of the requestor?
 Are expectations 
communicated?
 Are the above done consistently 
and cross‐institutionally?
Managing Data Requests
+ Request is recorded
+ Request format can be 
homogenized / structured 
(i.e. a web ticket)
+ Supports  migration of 
requests to project 
management application
‐ Lost nuances, conversation 
and lost time to flesh out 
the request
+ Request may be recorded 
via voice mail
+ Tone and conversational 
potential (but no body 
language)
‐ Does not support direct 
migration to project 
management application
‐ Less format then in the 
computer recorded request
+ Tone and conversational 
aspects are most complete, 
maximum opportunity to 
flesh out requests 
‐ Minimal formatting   
(more organic)
‐ Basically no recording at 
time of interaction
How do data requests come in?
Where is the balance?
Technology
Process
Documentation
Efficiency
Collaboration
Conversation
Training
Organic Requests
How does IR find a balance
Where is the balance?How effective are requests now?
Yes it is but, is this: 
? For credit and non‐credit…
? For Fall, Spring, Summer, or 12 month…
? For matriculated and non‐matriculated students…
Do you want to:
? Include withdrawals…
? Include drops…
? Include online course, internships, independent studies…
? Measure as of the term census dates, peak enrollment 
periods, or at the end of add/drop…
The email is not enough, 
we need…
Where is the balance?Here is what happened…
Where is the balance?Cultivating Buy‐In
 Stakeholders start to understand 
that Jenzabar EX is essentially a 
“collection of living spreadsheets” 
(SQL tables).
 What they enter on their screen 
populates those tables that we 
report from…
 Queries allow IR to filter and access 
my data for me LIVE…
 This seems powerful….
Where is the balance?Transformative Period: Mezirow
 Disorienting Dilemma: “Jenzabar is 
beyond me, I’ll just stick with my files and 
Excel.”
 Challenging core beliefs: “This really isn’t 
so different from what I am doing…”
 Restructuring worldviews: “Reallocating 
my time away from maintaining satellite 
data and towards the IDB SAVES TIME!”
 Evolved perspective: “The live data is 
much more useable now that I know how 
it works.”
 New questions: What else can it do, what 
types of reports can we build?
Mezirow, J. (1991). Transformative Dimensions of Adult Learning. San Francisco: Jossey‐Bass.
Where is the balance?Sample Reports from YCCC
Where is the balance?Sample Reports from YCCC
Where is the balance?Sample Reports from YCCC
Where is the balance?Sample Reports from YCCC
Questions?
Thank you!

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