Jisc HESA and Heidi Lab at Tableau users conference Nov 15
54
HESA and Jisc Business Intelligence Project Myles Danson and Lee Baylis (Jisc) Beth Magovern (HESA)
-
Upload
mylesdanson -
Category
Education
-
view
458 -
download
0
Transcript of Jisc HESA and Heidi Lab at Tableau users conference Nov 15
HESA and Jisc Business Intelligence ProjectMyles Danson and Lee Baylis (Jisc) Beth Magovern (HESA)
HESA and Jisc (with HESPA) BI project overview
Jisc is the UK higher, further education and skills sectors’ not-for-profit organisation
for digital services and solutions
Operate shared digital infrastructure and services
Provide trusted advice and practical assistance for
universities, colleges and learning providers
We…
Negotiate sector-wide deals with IT vendors and
commercial publishers
3
Strategic priorities
4
Co-design partners and participation
142 ideas considered
24 defined and pitched
6 challenges prioritised
>100 senior stakeholders prioritised ideas(inc. 5 PVCs)
> 1000 colleagues consulted
Co-design challenges
Research at risk (R@R)
Prospect to alumnus (P2A) Learning analytics
Digital learning & capabilitiesImplementing FELTAG
Business intelligence
Hosting platform Hosting platform
20/11/2015 7Pipeline
Heidi Plus
A new service offering; Improved data content and functionality (new data
warehouse to optimise utility and processing speed)Delivery of data sets through TableauNew visualisations and dashboards New training programme and support materials
Application programming Interface (API) retained for those using own BI and analytics systems
More disaggregated (but still anonymised) student and staff data
New approach developed to ensure Data Protection compliance based on advice of top Data Protection barrister
Comprises: framework of organisational and user agreementsnew Data Protection training programmethree levels of access permission plus new Lead Contact
role
Access to more detailed and flexible data
Data sourcesData sources accessible through Heidi Plus
Will be split into two separate projects…
Silver data
Does not contain data relating to individuals
Does not constitute ‘Personal data’ as defined by the DPA
Use not restricted by this Data Protection training
Gold data
Contains data relating to individuals and therefore may constitute ‘Personal data’ as defined by the DPA
Must only be used in accordance with the terms set out in the Heidi Plus agreements and the DPA
Project infrastructure
Heidi Plus utilises a project infrastructure to offer users the required access to specific functionality and data
Availability of these projects is dependent on the user role type assigned
Support centre
HESA dashboards
Shared workbooks
Silver data sources
Gold data sources
Personal workbooks
Access rightsThere are 3 types of user roles available for Heidi Plus and these levels of access determine the availability of the projects, thus controlling what Heidi Plus functionality and data sources are accessible
The ‘Roles explained’ guide is a useful training guide
Bronze Silver Gold
Beta 1 release - 9 organisations participated; ended on 4 September
Beta 2 release – underway now, 25 organisations participating, ending 6 November.
Production release planned for:
Monday 30 NovemberProduction release to include range of data sets with others
being added up to April 2016
Current Heidi decommissioned November 2016
Development schedule
Data Protection webinar training being delivered to Lead Contacts and optionally to Gold level users
Lead Contact workshops planned for November and December in London, Liverpool, Belfast and Edinburgh: hands-on training in using the system
See www.hesa.ac.uk/seminars-2015 for details of the workshops
Training programme being planned for 2016
Wide range of training materials also under construction
Training sessions and materials
Heidi LabOverview
A new national analytics research and development project.
Focuses on business questions that can’t be addressed through Heidi Plus.
3 cycles; Winter, spring, summer
Technical; MS SQL Web & Business (elastic), DocumentDB (elastic), Alteryx, Tableau server
Heidi Lab
As a: Outreach officer
When: Planning widening participation
recruitment
I want
to:
Better understand potential
student demographics
So I can: Achieve my targets in the most
efficient way
Contribute a user story http://bit.ly/heidilab-user-stories
What is agile?
Agile overview
Benefits of Agile
Stakeholder engagement
Transparency
Early delivery
Predictable costs and schedule
Allows for change
Focus on business value and on customers
Improves quality
Heidi Lab Agile approach
Heidi Lab Scrum in a slide
Analysis team effort
Activity Outputs Timing Method Duration Effort / cycle
Identification of challenge areas / team planning Sprint Planning
Challenge areas / data wish list / development plan
Week 1 F2F 1 day 1 day
Tableau training /experts data session
Enhanced skills / data sanity check, prep, load, analysis
Week 1 F2F 2 days / 1 day 2 days
Remote team development time Weekly Scrum
Visualisations / dashboards
Weeks 2, 3, 6, 7, 9, 10, 11
Remote 1 day (more welcome)
7 days
Post-mortem / Challenge area ID / team planning
Sprint Retrospective / Sprint planning
Revised working methods / data wish list / development plan
Weeks 4, 8 F2F 1 day 2 days
Showcase event Priorities for service / new challenge areas / data list for next cycle
Week 12 F2F 1 day 1 day
Total effort 13 days
Sector Adviser and data expert effort
Activity Outputs Timing Method Duration Effort / cycle
Identification of challenge areas / team planning Sprint Planning
Challenge areas / data wish list / development plan
Week 1 F2F 1 day 1 day
Remote team development time Weekly Scrum
Visualisations / dashboards
Weeks 3, 5, 6, 7, 9, 10, 11
Remote 1 day (more welcome)
2 days
Post-mortem / Challenge area ID / team planning
Sprint Retrospective / Sprint planning
Revised working methods / data wish list / development plan
Weeks 4, 8 F2F 1 day 2 days
All hands meeting and general advice to Jisc / HESA
Priorities for service / new challenge areas / data list for next cycle
Week 12 F2F 1 day 2 days
Total effort 7 days
18 institutional Development team members (0.2 FTE HE BI / analyst / data experts)
Joining 4 regional teams
4 senior BI / planning sector advisors (Product owners) @ 7 days / team 1 for each team (Gary Tindell, Neil Barrett, Anita Jackson, Richard Elliot)
4 Data support staff (Development team members) @ 7 days / team 1 for each team
4 Jisc facilitators (Scrum masters) @ 7 days / team 1 for each team
Heidi Lab winter teams
Heidi Lab winter teams
Over the next month, we will facilitate colleagues in Strategic Planning to be able to undertake competitor analysis in terms of subjects, HEI location, Type of HEI (Russell Group, Post-92s, etc), tariff scores to enable course/curriculum management planning to match national and local demand. To complement this analysis, we will provide evidence of local economic conditions with specific regard to labourmarket composition (employment rates, SOC/SIC, Earnings & Wages). If time permits, providing insights to Further education providers and students regarding choice of study.
Team Gary (Tindell, UEL)
Labour market from ONS, KCS,SOC, SIC,
HESA DLI (gold)
league tables
programme titles via KIS
A level subjects and grades achieved
POLAR
Initial data sources
Create a dashboard to compare year-on-year the performance of my institution against chosen institutions using the 3 main league tables so that I can identify factors at the institutional and subject level that hinder or support institutional goals over a 5-year period.
Team Anita (Jackson, Kent)
League tables
HESA institutional UKPRN list for 5 year period
5 years worth of league table data (main tables and subjects) from the 3 main table producers
HESA staffHESA student
Initial data sources
Create a dashboard to compare year-on-year the performance of my institution against chosen institutions at subject level
Team Neil (Barrett MMU)
League table measures, UKPRN table, Student counts statistical releases, Staff count, HESA Pis, Finance, Estate quality and spend, Size and shape by subject (institutional profile), Campus structure (institutional profile), Mission group, region, urbanicity, medical school
Initial data sources
Over the next month, we will investigate a range of data sources to support user epics 15 (planning officer evaluating student value added) and 17 (planner developing strategic plan).
We'll also specifically work on IMD, Mosaic, Census and POLAR data and prepare for postcode lookup from within our own institutions, as well as look at which datasets are available for initial visualisation work.
Team Richard (Elliot, Sunderland)
HESA Staff & Student
IMD / POLAR / Census/ Mosaic
Athena SWAN
Student data: Entry Profile / Profession/ Funding / NSS Outcomes / DLHE Earnings
Estates data: Quality / Function / Connectivity
Initial data sources
Heidi Lab and tools
Heidi Lab secure environment
There are four main components for use by the teams:
Data sources
Alteryx (optional -- for transforming data)
Tableau Desktop (for producing visualisations) download Microsoft Remote Desktop
Tableau Server (for sharing visualisations with others) http://tableau-labs.data.alpha.jisc.ac.uk
The Heidi Lab environment
Data is being made available under license => legal complications if allowed out of environment
Heidi lab runs in cycles, fixed number of licenses to be re-used
=> Secure environment required!
Candidates for the Heidi Lab environment
Cloud first and Tableau server needs Windows => MS Azure
Initial requirements ideas – only wanted access to data via apps=>trial Azure remote app
Requirements becoming clearer (very agile), need an environment to clean and transform data
Remote app not very mature for complex desktop apps=> move to remote desktop services (probably cheaper too)
Heidi lab overview
(Low shelf) data catalogue
Image: Anton Bielouso CC BY_SA 2.0Image: dankueck CC BY SA 2.0
Data catalogue
Shortlisting and origins: http://is.gd.DataCatList
Link to live Catalogue
Business Intelligence maturity
UK BI maturity dashboard50 HEI responses (38%)
Why and how;Recorded webinar
Make a return; [email protected]
Heidi Lab - Benefits
Numerous for Universities and team members
Gain access to more varied dashboards by HE for HE
Utilise a wider range of low shelf data sources
Steps toward opening up access to high shelf data
Work at national level
Gain expertise in agile development
http://www.business-intelligence.ac.uk
‘subscribe JISC-HESA-BUSINESS-INTEL’ to [email protected]
Twitter @HESA @jisc #hesajiscbi
Any team members here?
Apply to join a spring or summer team?
Offer user stories, data (or dashboards)?http://bit.ly/heidilab-user-stories
Poster
Get involved
Q & A
