7/25/2019

Data Steward Meeting

July 16, 2019

Institutional Research And Integrity

Agenda • Update • AIDA – Authoritative Institutional Data Assets Update • Collibra Update • Domain Trustee / Steward / Custodian Review

Institutional Research And

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DATA GOVERNANCE UPDATE

Institutional Research And Data Integrity

Authoritative Institutional Data Assets Project Overview Data Stewards Quarterly Meeting - July 16, 2019

Presentation Subtitle Arial 24pt

Last updated:06/19/2019

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Project Mission

Authoritative Institutional Data Assets (AIDA) will provide and maintain an authoritative, governed, trusted, shared, and reusable set of data, including master and reference data assets.

Data governance [is] the specification of decision rights and an accountability framework to ensure appropriate behavior in the valuation, creation, storage, access, use, archiving and deletion of authoritative data assets.

Note: The project formerly known as Master (MDM) has been renamed to Authoritative Institutional Data Assets (AIDA).

Business Questions

Today’s data silos make it difficult to consistently answer questions

Who What is the How many What is the engages in participation What is the students? level of study away? in club participation housing sports? in varsity occupancy? athletics? How diverse is the student What is the body? participation Student in intramural Success sports? What clubs What is the are time to What is the available? degree? retention What are the rate? career What is the placement graduation What types What is the outcomes? rate? of students Who is first utilization of How many are time full health internships? admitted? time? services?

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Challenges Prompting AIDA

Why is this person’s name different? Where can I find Where’s the Shouldn’t it be the preferred name? documentation? same across these Why do I have to go systems? to another system?!

Who can answer my question?

Is that count a Which source do I use? headcount or a How long until Should I use the system position count? the data is or the file? available?!

NYU Analytics Platform Conceptual Architecture (High Level)

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How will AIDA enhance the NYU Ecosystem?

● Simplify the design where possible ● Archive data feeds: point-in-time changes for reloads ● driven code generation (ETL / ELT, testing) ● Load everything (load raw data; filtered consumption) ● Rerun / reload without losing change history ● Implement data filters (hard business rules) ● Maintain loosely coupled connection with sources ● Vary presentation for consumption (soft business rules) ● Run statistics, status messages in audit tables ● Monitor and report on quality (profiling & score cards)

SIS Satellite: View: Modifier Source Source Business Source Case (Data API Data Data Applications Data Driven Quality)

OrgSync Hub: Business Source Intelligence Data

... Link: DATA Emerging Source Technologies Data VAULT

Data Data Data Presentation, Data Presentation, Application Profiling Profiling Profiling (In- natural Correction (In- common (Frequency) (Validity) Context) (Data Layer) stream) (to Consumer)

NYU’s Data Governance Framework

NYU’s Data Governance Framework was developed with Gartner.

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Multi-year Plan

Phase 5 - Enable Digital Application Development Use AIDA to Support Future Digital Application Development & Mobile 5 Strategies iX

Phase 4 - Advanced Analytics Advanced Enable advanced analytics to support major business use 4 Analytics cases such as fund raising, space optimization, etc.

Phase 3 - Space & Location Hub FY20 Add Space Data to Support Space Optimization Initiatives 3 Space Hub and identify additional domains

Phase 2 - People & Reference Data Hub FY20 Add the People / Identity & Reference Data Hub 2 People / Identity & to support the Identity Project & University Reference Data Hub Programs Phase 1 - Foundation FY19 Establish the technical, planning, 1 organizational, and governance foundation needed to support a AIDA Foundation successful implementation 8

Student Data Architecture

Teaching Academic Student Global Space / Alumni Admissions Finance Enrollment & Learning Affairs Life Services Location Relations

● Registration ● Learning ● Faculty ● Housing ● International ● Organizations ● Student Inquiry ● Financial Aid ● Facilities ● Course Analytics Appointments ● Involvement Students ● Foundations ● Applicants Package ● Usage Enrollment ● Classroom ● Advisors ● Leadership Orientation(?) ● Gifts ● Admission ● Tuition Waivers 1 ● Events ● Coursework Assessment ● Research ● Athletics ● International ● Pledges Decisions ● Payments ● Classroom ● Study Away ● Research ● Recruiting ● Career- Student ● Engagement ● Acceptance ● Student ● Technology in ● Progress to (Library) ● Publication/Citation Internships Services(?) ● Transformatio ● Socio-Economic Employment Classroom Graduation ● Health and ● International n Program Status(?) ● Affordability ● Retention Wellness Faculty and ● Mentorship ● Scholarships(?) AIDA2 ● Term Start ● Diversity and Research ● Career - ● Budget ● Primary Inclusion Scholar Internship Information (?) Campus ● Global Services(?) University Data Services Warehouse

Notes: Analytics / Reporting 1. Research may include faculty and student research API, UDW+, Tableau 2. Authoritative Institutional Data Assets

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Student Life Cycle

1.1 Potential 1.2 Applicant 1.3 Admitted 1.4 Matriculated 1.5 Enrolled 1.6 Alumni Applicant

Application Student Acceptance Student Inquiry or Decline Register for Courses

Plan Selection Tuition Deposit Apply for Housing/Dining or Waiver Admissions Decision Final Records Financial Aid Submitted Decision Sign up for Student Activities (Athletics, Club, Service, Leadership)

Utilize Student Resources (Health, Wellness, Career)

Complete Coursework

Add Academic Enrichment WORK IN PROGRESS (Study Away, Research)

Graduate/Earn Credential* 13

Student Life Business Function-to-Application Mapping

1.1 Potential 1.2 1.3 1.4 1.5 1.6 Applicant Applicant Admitted Matriculated Enrolled Alumni

Slate Advance

FAFSA

SIS / Albert

StarRez

NYU Engage (OrgSync)

Symplicity

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Accomplishments

● Establish technical and organizational foundation ○ Data Governance Target State Framework accepted (Fall 2018) ○ EDM’s Data Governance Support team established (October 2018) ○ Data Governance Executive Steering Committee initial meeting (March 2019) ○ Enrollment Management Office of Data Governance recruiting

● Survey and evaluate vendor’s technical solutions; recommend ○ (MDM) RFP & POCs completed (April 2019); recommendation to defer purchase ○ Invest in Data Governance tool; Collibra procurement in progress (cloud-based)

● AIDA Student Hub development, focused on Student Life, is in progress with some school stakeholders ○ Partners include Student Affairs, Enrollment Management, Stern, and Tandon ● AIDA Space Hub development starting ○ Steering committee and stewards list being developed

Next Steps ● Continue developing data custodian school partnerships (e.g., Steinhardt, NYU Abu Dhabi) ● Expand to other domains (e.g., space & location; organizational reference data)

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University Opportunities

● University Development ○ Because of NYU’s diversity and complexity, a single CRM system is impossible. However, agreement around standard platforms, data governance and policies is possible ○ NYU is in the midst of updating its donor and alumni management system, among NYU’s important CRM systems ○ In addition to upgrading the system, NYU has the opportunity to simplify and improve the management of constituent data across the University

● Space ○ By linking master data and hierarchy information, NYU can gain a more complete picture of how it uses its space and gain valuation insight for University space management ○ NYU has the opportunity to completely understand space usage through master data, AI , and a 360-degree perspective ○ This will help the University optimize the use of classrooms, office, and buildings, and help avoid high capital costs of building new infrastructure

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What is the Schools’ role in AIDA - Data Stewardship?

(Central Business) Data Stewards are School (Business) Stewards advise Data typically operational managers in a functional Stewards on school-based data and issues. area with day-to-day responsibilities for Schools designate their representative School managing business processes and establishing Stewards to support the University’s Data the business rules for the transaction systems. Governance activities as needed.

Data Stewards regularly collaborate with School Stewards.

Engage Collect Functional Unit Requirements Central Provide Collaborate on Develop Future Functional Future State State Support Consult on Requirements School

How do we work together to achieve the strategic goals - data custodianship?

Let’s talk.

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Appendix

AIDA - Under The Hood

INPUT FOR AIDA OUTPUT FROM AIDA Provides Data Steward AIDA Control Over Dataset Students Prospects Alum Internal Sources Etc. Consumers Internal and External SIS Consumers

Data Steward User API ADVANCE

API Interface Mobile WORKDAY Apps SAILPOINT Business Systems

Data Management Interface Schools

Cleansing - Apply Rules Administrative Units ..

STUDENT CLUBS Deduplicating - Match Merge Survivorship Reporting and Ingestion Enrich Internal Analytics Distribution Consumers External/Other Sources Create Authoritative Source

3rd Party Data (USPS & Others) Data Store

CSAKS Authoritative Cleansed Supporting Data Sets

Social Media Warehouse Employee Validations and Rules Other External Student Space/ Advanced Facility Analytical Apps Tableau Alumni Supporting Data Sets

INPUT PROCESS OUTPUT 20

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Student Affair Business Module

Student Lifecycle Metrics Examples

1.1 Potential 1.2 Applicant 1.3 Admitted 1.4 Matriculated 1.5 Enrolled 1.6 Alumni Applicant

● Students with ● Students ● Students enrolled tuition deposit enrolled (by term) ● Students with ● Students on leave housing deposit ● Students not enrolled ● Students maintaining matriculation ● Students who have applied for graduation ● Students cleared for graduation

After a student has accepted admission and become term activated in SIS/Albert, users can report on the the metrics above per term on a daily basis versus the same time last year.

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Student Life Example

Graduation Application Rate Admit Rate Accept Rate Retention Rate Rate

1.1 Potential 1.4 1.2 Applicant 1.3 Admitted 1.5 Enrolled 1.6 Alumni Applicant Matriculated

Deny Rate Decline Rate Defer Rate Drop Rate

Student Student

Demographic Enrollment Enrollment Demographic (Grade)

Student Organization Community Academic Course Enrollment Life Program Enrollment Status

Event Faculty Date Faculty

Group/Club Course

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Collibra: Update

Presentation Subtitle Arial 24pt

Last updated: 7/3/2019

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Accomplishments

● Data Governance Target State Framework accepted (Fall 2018) ○ Office of Data Governance established within Office of Institutional Research and Data Integrity ○ Office of Data Governance Support established within Enterprise Data Management

● Master Data Management (MDM) ○ MDM RFP & POC completed April 2019; recommend to defer purchase

● Invest in Data Governance tool ○ NYU has procured Collibra for data governance (June 2019) ■ NYU Langone uses Collibra; learning from their experience ■ Cloud deployment model

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Short Term

● Develop a Collibra cloud deployment plan (in progress) ○ Consult with NYU Langone on their deployment plan and experience

● Build out initial use-cases ○ Link definitions utilized in Senior Leadership Information Portal (SLIP) ○ Align with related project work ■ Data Dictionary and Catalog ● Authoritative Institutional Data Assets (AIDA) ○ Student Life ■ Clubs and Organizations (OrgSync) - in progress ■ Wasserman Career Center - in progress ○ Enrollment Management - in progress ○ Space Data - developing ○ Reference Data - developing ■ Data Quality Management ● Implement quality feedback loop with focus on Identity and UDW+ cases 26

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More Information

For more information contact

Adrian Kulpa [email protected]

or

Huey-Chih Lee (Project Manager) [email protected]

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Next Meetings

• Monday, October 7, 2019: 2:00 – 3:30pm

• Monday, January 6, 2020: 2:00 – 3:30pm

• Thursday, April 16, 2020: 10:00 – 11:30am

• Wednesday, July 15, 2020: 2:00 – 3:30pm

Institutional Research And Data Integrity

Thank You!

Institutional Research And Data Integrity

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