Provider profile 2017/18: Support guides
This page provides an overview of the 2017/18 Provider profile collection (C17041).
This should be used alongside the C17041 coding manual, which provides more detailed, technical information about the collection.
Provider profile overview
We collect data across a number of streams. These streams focus on different aspects of higher education.
The Provider profile stream collects data about campuses and academic cost centres. Details of what information needs to be returned to us are included in the Coverage document found in the Coding manual.
The data we collect on behalf of the sector is provided to governments and funding councils in order to support the regulation of higher education. We also make data available to the public to enhance understanding of UK higher education and to support its advancement.
Our coding manuals provide you with all the necessary documentation to support your data return. The coding manual contains technical documents giving detailed information on the record's coverage, data specification and submission formats. Familiarising yourself with these documents will help you make an accurate and timely return.
Each collection has its own coding manual which can be found in the Data collection section of our site. By default, you will land on the open collection for each record; you can then select previous or future years.
The coding manuals will be updated throughout the data collection cycle and Record Contacts informed by email when new versions are made live. Be sure to check the manual's Revision history for a summary of changes.
You submit data via our online data collection system. To access this, you will need to have an appropriate role in our Identity System (IDS). We publish an IDS user guide which includes information on creating and editing your account.
You will need to be given access to the data collection system by the relevant record contact at your provider.
Once you have access to the system you will be able to upload files, track the progress of your submission, view data quality issues and download reports. An overview of the submission and validation process is given below. Further details are provided in the Coding manual under the 'Submission process and quality assurance' section heading.
The coding manual homepage includes all the technical information you require, including:
- The data specification
- File format specifications
- A detailed collection schedule
- Our XML data entry tool (available for some streams)
- Quality rules.
This Support guides page collects together the following resources:
- Preparation guide
- Stream user guide
- Data collection system: Known issues and release history.
In the Contact and support area of our site, you can find:
- User guides for our Identity System (IDS) and Minerva Data Quality database (HESA subcribers only).
- Support with using XML files
- Our XML amalgamator tool and Validation kits available for some collections.
Our Data innovation section includes information about:
- Open and recently completed record reviews, including information about changes we are implementing
- Our Data Futures programme which will transform the higher education information landscape.
In the About us section, you can find:
Our expert analysts have a thorough understanding of our records and processes. We are here to support you throughout the data submission process.
Our Provider profile support is led by Janet, although any member of our team will be able to help.
HESA Identity System
The Data Collection System for the C17041 collection, as well as Minerva, is governed through our Identity System (IDS).
The Provider profile record contact for each provider will have access to the Data Collection System and through the IDS will be able to invite additional colleagues to also have access to the system to submit data and view reports.
The Identity System user guide provides detailed help with using the new single sign-on system.
XML data entry tool
Our data entry tool produces XML data in the correct format. This tool is available for the Provider profile data, it is available to download on the C17041 Provider profile record coding manual.
We have made an Excel-based template available which was successful in helping providers convert data into XML format. Once again this Data submission template is available to download on the C17041 Provider profile record coding manual.
The validation kit enables institutions to run their data against first stage (business rule) validation ahead of submitting the file to the Data Collection System.
Further guidance for allocation of cost centres
Providers are reminded that academic cost centres are defined as groupings of academic staff. Therefore, even where a department is split across cost centres, individual members of academic staff will normally be allocated to only one cost centre. An exception would be where a staff member has two or more distinct roles which naturally fall into different cost centres. For example a 'Department of Ancient History' may allocate their staff half to the 'History' cost centre and half to 'Classics'; however; each individual staff member will only be in one cost centre, even if they teach a mix of classics and ancient history.
Record contact changes
The record contact is the first point of communication during data collection. If these details change please ensure you notify us to prevent any delay in the receipt of important information.
Data supply files
Data supply files are available to download following every successful file upload. During the data collection process these data supply files provide the Campus and Cost Centre tables as downloadable .csv or XML files. This enables you to replicate the populations used in the check documentation. The data supply files can also be exported to your local systems to act as a basic data management tool.
New web reports
HESA have introduced three new web reports which reflect those already found in the Check Documentation, the aim of these reports is to help with comparison between years. Two of the reports, ‘Academic HESA Cost Centres’ and ‘Campus Report’, will contain shading to more easily identify changes between years. The ‘HESA Cost Centre Analysis’ web report uses data from the most recent Student, Staff and Finance collections.
All of the web reports provide a greater functionality than the tables found in Checkdoc and they are also downloadable to Excel. Checkdoc has been discontinued from C17041 onwards.
You are reminded that primary responsibility for data quality rests with providers; we aim to support you in ensuring your data is of the highest quality through the provision of check documentation and parallel scrutiny of the same during the data quality checking period. You are therefore advised to ensure that sufficient time is spent examining the check documentation produced through a successful commit, to check that errors have not been introduced that would cause any degradation to data quality.
To assist you in the review of committed data, we provide a guide to the interpretation of check documentation. This guide will be available from the C17041 coding manual.
Difference Check documentation
To assist you in locating differences between transactions, for every re-commit processed by you from 2017, the Data Collection System will produce a second version of the check documentation called Checkdoc compare. This version of the check documentation Excel spreadsheet presents number variances highlighted by colour shading.
Responding to Minerva queries
You are required to actively engage with data quality checking and the resolution of Minerva queries during the collection period. Best practice suggests you interact with Minerva and our Data Collection System frequently throughout the checking period. This allows you to gradually resolve issues either through providing explanations of genuine data or submitting revised data that corrects issues. Through adopting this approach, you can iteratively improve the quality of your data and expose issues in a timely manner leading to better quality returns.
Interaction with colleagues and timely cost centre mapping
Providers should ensure that any review of the allocation of activity to cost centres occurs in advance of submission of the Provider profile return. This is because the Provider profile collection provides metadata for use with the upcoming HESA Staff, Student and Finance records. Academic cost centre data returned in the Provider profile return will therefore be incorporated into COMMIT-stage quality rules for the Student, Staff and Finance returns. Statutory customers have indicated that they do not expect to switch validation in this area.
For providers in England any such review of the allocation of activity to cost centres ideally should happen before submission of the relevant HESES, to ensure that the HESES and HESA Student returns are aligned. That is to say, changes to cost centre allocations for the 2016-17 academic year should have been made prior to submission of HESES16.
Data users would not expect providers to use cost centres in their Student, Staff or Finance returns that are not included within the associated Provider profile return. It is therefore essential that the compiler of this return liaises with record contacts who are responsible for completing the Staff, Student and Finance returns to ensure consistency of reporting.
Data collection system: Release history and known issues
|Issue Summary||Status||Date raised||Date resolved|
There are currently no known issues.
|Release ID||Release date||Release summary|
|Month||Scheduled areas of work|
|No upcoming releases planned.|