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Instructions for Creating and Uploading a Custom Comparison Group for the 2009 IPEDS Data Feedback Report and 2009 Executive Peer Tool

Background:

Again this year you may choose your own custom comparison group to be used for the 2009 IPEDS Data Feedback Report and 2009 Executive Peer Tool (ExPT)

  • The report will be mailed to Chief Administrators of postsecondary institutions in October 2009
  • NOTE: Any new group you upload this spring will NOT be used with the 2008 IPEDS Data Feedback Report OR in the 2008 Executive Peer Tool that is currently available at http://nces.ed.gov/ipedspas/expt/

Steps for creating and uploading a custom comparison group:

  1. Create your group, using EITHER the Executive Peer Tool (easy) or the IPEDS Data Center (more flexible)
  2. Upload your group to the IPEDS Data Collection System

The IPEDS web-based data collection system will be open to accept comparison group uploads through July 14, 2009

  • If you want to change your customized group, you can either edit your current comparison group or upload a new file.
  • After July 14, no changes may be made to your uploaded group

If you uploaded a group last year it will be in the data collection system this year

  • To use the same group you used last year, you do not need to do anything.
  • To make changes, or delete your group, see the instructions at the end of this document.
  • You do NOT need to delete an existing group in order to upload a new one

Only the IPEDS keyholder can upload a custom comparison group for your institution.

What happens if you don't change your comparison group?

  • Nothing. This is OPTIONAL.
  • If you decide not to change your comparison group for the 2009 report, the system will generate a group for you, similar to the group that was generated last year

Your custom comparison group can contain whichever institutions you want, as long as it contains no more than 100 institutions.

If you have any problems with this procedure, please send an email to Samuel F. Barbett

  • Include institution name or UnitID, your name and phone #, and a brief description of the problem
  • Assistance is available through July 14

Create a comparison group using the Executive Peer Tool (ExPT)

  • Go to http://nces.ed.gov/ipedspas/ExPT
  • Enter your institution's name as Focus Institution. Click Select
  • In Step 1, select a method of peer selection:
    • Option 1: Add institutions by name
      • Use this option to add any institutions to your comparison group
      • Type in the names of the institutions that you want. Click +Add to choose the ones you want.
      • Repeat this step until you have all your institutions
    • Option 2: Add institutions by criteria
      • Use this option to select up to 100 schools based on criteria that you specify
      • Criteria include: state or other jurisdiction, degree-granting status, type of institution, instructional program, Carnegie classification, enrollment size, Title IV participating status, Tribal College or University, Historically Black College or University
      • Choose your criteria. Notice that the ExPT keeps a count of institutions that meet your criteria so that you can choose a group of no more than 100.
    • Option 3: Use automatically-generated comparison group
      • Use this option to have the ExPT select your comparison group automatically
      • A comparison group will be automatically generated based on an algorithm that includes level, control, Carnegie classification, and enrollment, among other variables
      • This group is the same comparison group used in your 2008 IPEDS Data Feedback Report (unless you had a custom comparison group last year)
      • You may want to use the automatic comparison group as a starting point, and then add to or delete from the list
  • Also in Step 1, save your group
    • Once you're satisfied with your group, and before you upload it, you must save it to your hard drive
    • Click the Save comparison group link at the bottom of the screen
    • Choose Save file.
    • The default filename entered for you on the screen will be in the correct format (CGxxxxxx.uid)
    • Click Save
    • Do NOT change the name or file extension of this file because the system will not recognize it as a comparison group if you do
  • You MUST upload your custom comparison group to the data collection system in order for it to be used in your 2009 Data Feedback Report.

Create a comparison group using IPEDS Data Center

  • Go to http://nces.ed.gov/ipeds/datacenter
  • Choose Create/Download an institution group in the Shortcuts menu
  • Choose Additional Early Release Data and use your institution's IPEDS UnitID as both the Username and password to log in
  • To create a comparison group of institutions within the IPEDS Data Center, there are three options:
    • Option 1: By Names or UnitIDs
      • Use this option to add any institutions to your comparison group
      • Type in the names and/or UnitIDs of the institutions that you want and click Select. Then select from the list.
    • Option 2: By Groups
      • Use this option to create a list using some common categories such as state or other jurisdiction, geographic region, sector, degree-granting status, highest degree offered, institutional category, Carnegie Classification, degree of urbanization, institution size.
    • Option 3: By Variables
      • Use this option to create a group based on variables from any IPEDS component, derived variables, and calculated variables
      • Examples of variables include state, institutional control, programs offered, tuition and fees revenues per FTE, graduation rates, etc.
  • Once the comparison list of schools is generated,
    • You may modify your group using the options under the modify button.
  • Once you're satisfied with your group, and before you upload it, you must save it to your hard drive
    • Click the Export button. Click Save.
    • Enter the filename in the format CGxxxxxx.uid (where xxxxxx = UnitID)
    • Click Save and your file will be saved on your computer in the location you specify
    • Do NOT delete the .uid file extension
  • You MUST upload your custom comparison group to the data collection system in order for it to be used in your 2009 Data Feedback Report.

Upload Custom Comparison Group to Data Collection System

  • You MUST upload your custom comparison group to the data collection system in order for it to be used in your 2009 Data Feedback Report.
  • Go to http://surveys.nces.ed.gov/ipeds/
  • Log into the data collection system using your current UserID and password
  • Select Tools from the menu bar located at the top of the screen
  • Select Comparison Group Edit/Upload
  • Click Browse, and find your CGxxxxxx.uid file where you saved it on your hard drive
  • Click Upload
  • If the upload is NOT successful, an error message will be generated, explaining the error
  • If the upload is successful, the following message will appear:
    • Comparison Group Upload completed successfully
    • You will also see a list of uploaded comparison group UnitIDs

Edit or Delete Last Year's Custom Comparison Group in Data Collection System

  • Go to http://surveys.nces.ed.gov/ipeds/
  • Log into the data collection system using your current UserID and password
  • Select Tools from the menu bar located at the top of the screen
  • Select Comparison Group Edit/Upload
  • Click View/Edit Existing Comparison Group
  • You can delete any or all of the institutions on the list.
  • You can add instiutions by entering the UnitID.
  • Click Save

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