Enrollment and Instructional Activity Reporting Handbook
INTERIM VERSION PENDING REVISED UC RULES ON REPORTING INSTRUCTIONAL ACTIVITY

AIM DATA CLEAN-UP AND ALLOCATION
Often AIM needs to transform raw data into more meaningful information by sorting, summarizing, or grouping them using standard procedures, usually referred to as "business rules". The rules are governed by a hierarchy of authorities:
  1. 1. University agreements with state budgeting agencies
  2. 2. UC Office of the President internal policies and guidelines
  3. 3. UCLA policies and guidelines determined through consultation with appropriate units and/or by the Chancellor/EVC's office.
Local reports that are used resource distribution allocate workload to the department responsible for the subject (the "subject department") are governed by simple rules. All enrollments and student credit hours attempted by registered students as of the third week of the term are included. The subject-department relationships are taken directly from the student record system. Similarly, the reports that allocate majors to departments use the official relationships established in the student record system.

The rules that apply to instructional activity accountability reporting are more complex than the rules that apply to reporting total workload for budgeting purposes. In these reports, for example, teaching activity is allocated to the department in which the instructor has a paid teaching appointment: the "pay department". As noted above, the instructional activity reporting rules are governed by several different layers of policy. We expect that some of these policies will change during the next year as the committee that will advise the University on implementing the recommendations of the Task Force on Instructional Activity Reporting considers the system's new approach to accountability in this area. At present, AIM is applying the rules described in the final section of this handbook to teaching records when it generates instructional activity reports. As new policies are adopted, we will implement them and amend this handbook accordingly. The task force reports, with its implications for future reporting rules, can be viewed on-line. 		The campus summarizes instructional activity for all general campus instruction and reports it to the Office of the President. The Office of the President combines instructional activity for all eight campuses and reports the totals to the legislature. At both levels, workload is reported by:

  • Course category
  • Instructor rank
  • Course level (lower division, upper division, or graduate)

(In prior years, the course categories were "primary" and "independent study". the task force report recommends adopting three categories. There were formerly four instructor rank groups, assigned by title code; it is likely that in future years there will be seven categories.)

For primary classes, the campus and the system report:

  • Student credit hours
  • Enrollments, and Number of classes


For independent study classes, the campus and the system UC report:

  • Student credit hours
  • Enrollments


Among the information that UC includes in the annual report on instructional activity is the average number of primary courses taught per active "regular rank" (essentially ladder rank) faculty FTE. It is thus critical to understand the rules that govern which courses are included in the numerator, and which faculty members are included in the denominator. They are described in the next section.

NEXT PAGE