heidi 4.0 – pre release notes Summary of changes – system
Contents
1. ee October data release 2008 09 FFMS and H ee is scalars by sage on Help on J the heidi menu bar at the top of the screen or 2009 10 HESA staff dat AAi amag E Data release the 2008 09 Funders Forum Metrics al by opening this help pane for specific help 2009 10 HESA finance data Statistics HEMS are now available in heidi to subscr related to the screen that you are viewing 2009 10 Key Financial Indicators Clicking on the title of the window and dragging z the window to its preferred position may 2009 10 Student Staff Ratios Data release SCONUL 2008 09 reposition each of the windows on the heidi seine E NEEE AE EEREN Data release new for 2010 the 2008 09 SCONUL L homepage Please see the Virtual video tour for available on heidi to subscribed users These statistic 4 example of how this can be done managers in higher education institutions as well as t Navigation April 2011 v wi heidi contains screen sensitive help and this is now located within a sliding help pane on the right hand side of the screen The pane may be opened by either clicking on the icon found on the heidi toolbar or by clicking on the paddle on the right hand side of the screen 3 Improved report creation and viewing facilities 3 1 Improved Manage reports screen The Manage reports screen has been redesigned to improve the locating of reports e When viewing the screen users are presented with a list of folders that they have acc2. information database for institutions heidi 4 0 pre release notes This document describes the changes that will be incorporated in heidi 4 0 which is to be released on Monday 7 March 2011 heidi 4 0 represents the biggest review since heidi was launched in April 2007 The focus has been on improving the user experience by redesigning heidi using new technologies as well as the introduction of some new features These changes have resulted from analysing user feedback and a process of prioritisation by the heidi User Group In addition a number of features are no longer available in heidi 4 0 and further details of these may be found at the end of this document To accompany the release of heidi 4 0 a number of training videos showing the new functionality will be published on the heidi information web site In addition full guidance is provided within on screen help and the heidi user manual If you have any queries regarding heidi 4 0 please email heidi hesa ac uk Summary of changes system 1 New look interface Since heidi s release in 2007 web technologies have advanced and it has now been possible to redesign the heidi interface using the most up to date and appropriate technologies including ASP NET jQuery and AJAX As a result it has been possible to incorporate into heidi 4 0 a wide range of usability improvements by providing a new user interface As a result please note the following e Itis a requiremen
3. Avirtual video tour of heidi 4 0 maintenance o heidi quick start guide aimed at new users o Link to the manage reports heidi downtime message 18 January 2011 screen o Link to the create report screen if you have permission to create My recent reports heidi will be unavailable between 7 00am and 9 00am Report name Year Last used maintenance reports now known as Design 1 Example report 2007 08 02 Mar 2011 mode 2 Example repont 2 200809 02 Mar 2011 Christmas message 2010 mi ATOM Sails Heidi news this section provides a list of all heidi news raised by HESA since heidi 4 0 went live in reverse chronological order Heidi release schedule a calendar of data and system releases that are planned each month for the next 12 months My recent reports a list of your 10 most recently viewed created or updated reports Please note that when first lagging into heidi this will be empty T Pa 3 Beste repon d AE CaA The heidi support service will be unavailable from 3 00 9 00am on Tuesday 4th January 2011 Any support r dealt with during the first week of January Happy Chr heidi equality ECU statistical reports 2010 heidi equality following the launch of Equality in hig released by Equality Challenge Unit this week a set available on heidi to subscribed users The report pro heidi release schedule A March 2011 m
4. highlighted optional Page 6 of 11 Screen shot 8 scatter chart functionality 2007 08 example scatter chart 2007 08 Finance Return 000s Income o O gd gM pM a og gM mM ogo at 2007 08 Student instance count Mode of study Full time New Distribution chart This new chart type will offer the flexibility to plot multiple years of data for an institution in one chart The criteria to be used for the creation of this chart type will be e The row type of the associated report must be an institution e Users select an institution from the report group e Users select the columns from the report that they wish to include within the chart up to a maximum of six e If upper quartile lower quartile and median aggregate rows have been added to the report for the chosen report group they will be displayed on the chart Screen shot 9 distribution chart functionality 2007 08 to 2009 10 First degree students 14000 12000 10000 8000 6000 Student instance count 4000 2000 x axis E The University of Aberdeen Upper quartile aggregate Lower quartile aggregate Median aggregate Page 7 of 11 Hover over tool tip text on charts It is now possible to hover over a column bar line pie slice or point on a chart and the data item description and the data value will be displayed Screen shot 10 pattern chart hover over facility 2007 08 Student instance count HE A
5. included the introduction of a number of new features further details listed above which include e Two new chart types Scatter chart and Distribution chart e New Percentage change derived column e Ability to select a highlighted institution to be viewed in blue within the report e New aggregate row types available for selection within the Aggregate row box o Difference from median displays the difference between the median for the report eroup and an individual institutions figure o Group results count displays the number of members in your report group In addition historical EMS data new type F data and ratios new type E data have been introduced to heidi for years 2004 05 to 2008 09 Further details of these two new data types and how aggregate rows and derived columns handle nulls for these data types may be found within the heidi data policy which is accessible by clicking Help on the heidi menu bar and clicking Data policy Page 9 of 11 Please note that EMS student headcount historical data will be released as part of heidi 4 1 In addition actual and estimate flags for years 2004 05 to 2007 08 will be released within the next week Screen shot 12 data explorer open to display location of new EMS data Data columns Derived columns Data explorer a 2008709 af Estates Management Statistics a Ems data a EMS ratios 3 Equality data Due to the improvements that have been made will be made to the s
6. bels Institution v Report group Institutions all J Highlighted institution lt Select from the list optional gt J Derived columns Data columns Data explorer Aggregate row visibility eM 2000 01 iM eM 2009 0 ge o ries 2001102 Median o pe EA 2004 05 Lower quartile go e 2005 06 Mean oO e 2006 07 Maximum o e 2007 708 Minimum o s 200809 Difference from median Fi o Group results count Report columns 0 total 0 visible and 0 hidden Select all Based on feedback received from heidi users the create update report screen has been redesigned and is now known as report Design mode Itis now possible to create a report on a single screen A majority of the functionality previously available within the Report details Derived columns and Report options optional tabs of the report designer are now available within the Design mode screen Page 4 of 11 e Column selection the data explorer is available and is unchanged from heidi 3 e Aggregate row selection e Derived column creation e Re sequencing of report columns using drag and drop e Report group selection e Hiding and un hiding columns In addition the following new functionality has been introduced to the report Design mode e Ability to select a highlighted institution to be highlighted within the report e New aggregate row types available for selection within the Aggregate row box o Diff
7. e designed to be of use to senior managers in higher education institutions as well as those directly 2009 10 Student Staff Ratios 2009 10 Performance Indicators tranche 1 Read more Page 2 of 11 Please note that links that were previously available at the bottom of the heidi home page such as the heidi terms and conditions of use can now be found listed on the Help dropdown on the heidi menu bar Each of the windows on the heidi home page may be repositioned by clicking on the title of the window and dragging the window to its preferred position Please see the Virtual video tour for an example of how this can be done 2 3 heidi screen sensitive help Screen shot 3 heidi help pane Home Reports Groups Help My details Example user expert user Logout h idi Gf Create new report W Create new group Getting started heidi news heidi homepage February data release 2009 10 HESA stude elcome to heidi the higher education information database for institutions Quick start Change Data release the 2009 10 HESA Student data incl We heidi ee Be guide password HE BCI Part A data are now available in heidi to subs ll dent ta new ane PENS Ree USEN which includes Getting started this section provides heidi downtime message 1 February 2011 links to key system activities and ee assistance for new users which include heidi will be unavailable between 7 00am and 7 30am
8. erence from median displays the difference between the median for the report eroup and the result for a selected highlighted institution o Group results count displays the number of members in your report group e New percentage change derived column type available within the derived columns tab displays the percentage difference between two selected columns Please note that when a report is initially designed a default report name is provided for the report This name can be overwritten when saving a new report or at any time by clicking on the Rename report button on the heidi tool bar 3 3 New report View mode Screen shot 6 heidi View mode Home Reports Groups Help My details Example user expert user Logout h idi Bi Save report as I E Format headers EJ Download to Excel Fm Download to XML View mode Example report r lt No description provided gt Report group 2006 07 HESA Institutions Wales x Highlighted institution Bangor University v Adjustreportyears Institution name style 2007 08 2007 08 Student instance count HE Student instance count HE First years First years All domiciles All domiciles Mode of study basic Mode of study basic Full time Part time a Institution Numeric data type A Ty Numeric data type A Ty F Aberystwyth University 2 620 1 345 O Bangor University 3 785 1 255 Fi Cardiff University 7 720 5 300 O U
9. ess to view e Folders may be expanded to view the reports that they contain e Multiple folders can be expanded at once and it is now possible to search for reports in all folders at once Page 3 of 11 e A user s personal folder is displayed at the top of the list of folders and is called My folder or local administrator folder if logged in as a local administrator Screen shot 4 heidi Manage reports screen Home Reports Groups Help My details Example user expert user Logout azel Gf Create new report lt Update report Delete report IE Copy report Roll report forward Search reports Manage reports Below is a list of folders Within each folder is a list of reports To order the list of reports click on the respective column heading gt Myfolder 2 items Example user Example report Example user Example user 02 Mar 2011 2008 09 Example report 2 Example user Example user 02 Mar 2011 2008 09 A heidi equality standard reports staff 2007 08 4 items Higher Education Statistics Agency heidi admin E B heidi equality standard reports students 2007 08 4 items Higher Education Statistics Agency heidi admin HESA standard charts UUK Patterns 2006 07 4 items Higher Education Statistics Agency heidi admin E HESA Standard charts UUK Patterns 2007 08 5 items Higher Education Statistics Agency heidi admin HESA Standard Reports 2005 06 8 items Higher Education Statistics Agency heid
10. i admin m 2005 06 Finance summary Higher Education Statistics Agency heidi admin Andy Youell 18 Jul 2007 2005 06 m 2005 06 postgraduate students by domicile Higher Education Statistics Agency heidi admin Andy Youell 18 Jul 2007 2005 06 m 2005 06 qualifications obtained by level Higher Education Statistics Agency heidi admin Andy Youell 18 Jul 2007 2005 06 m 2005 06 qualifications obtained by level amp subject Higher Education Statistics Agency heidi admin Andy Youell 18 Jul 2007 2005 06 m 2005 06 staff summary Higher Education Statistics Agency heidi admin Andy Youell 18 Jul 2007 2005 06 m 2005 06 students by mode and level Higher Education Statistics Agency heidi admin Andy Youell 12 Apr 2007 2005 06 m 2005 06 students by subject level and gender Higher Education Statistics Agency heidi admin Andy Youell 18 Jul 2007 2005 06 m 2005 06 undergraduate students by domicile Higher Education Statistics Agency heidi admin Andy Youell 18 Jul 2007 2005 06 E HESA Standard Reports 2006 07 5 items Higher Education Statistics Agency heidi admin A HESA Standard Reports 2007 08 4 items Higher Education Statistics Agency heidi admin 3 2 New report Design mode Screen shot 5 heidi Design mode Home Reports Groups Help My details Example user expert user Logout h idi Search explorer lt Rename report Design mode Example user Report i ipti ided gt Go to view mode No description provided Row type row la
11. ideo tour of heidi 4 0 heidi quick start guide aimed at new users Link to View reports via the Manage reports screen Link to Create a report now known as Design mode Link to the change password screen O O O e heidi news this section provides a list of all heidi news raised by HESA since heidi 4 0 went live in reverse chronological order Please note that it is no longer possible for organisations to post their own news on heidi as this feature was seldom used in previous versions of heidi e heidi release schedule a calendar of data and system releases that are planned each month for the next 12 months e My recent reports a list of your 10 most recently viewed created or updated reports Screen shot 2 heidi home page Home Reports Groups Help My details Example user expert user v Logout h idi I Create new report W Create new group D Getting started February data release 2009 10 HESA student data and 2008 09 HE BCI Part A 24 Feb 2011 Quick start i Create Data release the 2009 10 HESA Student data including heidi equality update and 2006 09 guide password HE BCI Part A data are now available in heidi to subscribed users Read more heidi downtime message 1 February 2011 26 Jan 2011 heidi will be unavailable between 7 00am and 7 30am on Tuesday 1 February 2011 due to system maintenance Read more heidi downtime message 18 January 2011 10 Jan 2011 My recent reports heidi wil
12. l be unavailable between 7 00am and 9 00am on Tuesday 18 January 2011 due to system Report name Year Last used maintenance 1 Example report 2007 08 02 Mar 2011 Read more 2 Example report 2 2008 09 02 Mar 2011 Christmas message 2010 20 Dec 2010 3 Example report 1 2008 09 02 Mar 2011 mn The heidi support service will be unavailable from 3 00pm on Thursday 23 December 2010 until 9 00am on Tuesday 4th January 2011 Any support requests submitted during this period will be dealt with during the first week of January Happy Christmas Read more heidi equality ECU statistical reports 2010 17 Nov 2010 heidi equality following the launch of Equality in higher education statistical report 2010 released by Equality Challenge Unit this week a set of accompanying report folders are now heidi release schedule available on heidi to subscribed users The report provides a national E Read more March 2011 October data release 2008 09 FFMS and HEMS 29 Oct 2010 Data release the 2008 09 Funders Forum Metrics and 2008 09 Higher Education Management Statistics HEMS are now available in heidi to subscribed users 2009 10 HESA staff data 2009 10 HESA finance data Read more 2009 10 Key Financial Indicators Data release SCONUL 2008 09 23 Sep 2010 Data release new for 2010 the 2008 09 SCONUL Library Management Statistics are now available on heidi to subscribed users These statistics ar
13. ll years All domiciles Level of study detailed First degree y axis The City University 6 315 x axis Gi Institution The City University value 6 315 E Sub group none selected Comparator group 2007 08 HESA Institutions London Upper Decile 11975 badade Median 2537 5 Lower Decile 0 Summary of changes data 1 Staff data re architecture It has become clear from the heidi User Group and other users more generally that the range and depth of data contained within heidi carries an equal priority to interface or functionality improvements We therefore have undertaken a review of the heidi data architecture during the heidi 4 0 development project The aim of this work is to allow users to drill down to a greater level of granularity within the data explorer As part of heidi 4 0 we will be delivering the first stage of this work in relation to HESA staff data The HESA staff data for years 2004 05 to 2009 10 has been redeveloped to allow more fields to be analysed against each other This data has replaced the staff data that had previously been available within the heidi data explorer Page 8 of 11 Please note that all reports created from the staff data prior to heidi 4 0 will be unaffected by this change however you will not be able to roll these reports forward further than 2008 09 Screen shot 11 example of new staff data in heidi Home Reports Groups Help My detail
14. niversity of Wales Institute Cardiff 3 990 1 305 oO University of Glamorgan 6 010 7 575 oO Glynd r University 1 315 3 420 F The University of Wales Lampeter 815 1 930 Fi The University of Wales Newport 1 575 3 115 O Royal Welsh College of Music and Drama 0 0 Fl Swansea Metropolitan University 1 750 1 025 Oo Swansea University 4 370 2 560 F Trinity University College 565 480 O The University of Wales central functions 0 0 An improved view mode has been introduced in heidi 4 0 that has taken the functionality previously available within the view report screen with additional enhancements to make the formatting of reports easier In addition it is now possible to view a report without saving it In addition the following new functionality has been introduced to the report View mode Page 5 of 11 e Ability to update the report group and save the change to the report specification e Ability to select a highlighted institution to be viewed in blue within the report e Column sorting by clicking on the column header e Applying column header formatting Please note that the notes and definitions that accompany your report will now be available within the help pane making it easier to view both data and notes or definitions simultaneously The help pane can be accessed by clicking on the 7 icon on the heidi menu bar 3 4 Improved report saving facilities In heidi 4 0 the saving of a report is now independent from
15. revious session however the user timeout period has now been considerably increased e A Contact local administrator button to be located within the Getting started window on the heidi home page e A set of standard reports for 2008 09 Estates Management Statistics data e HESA student and DLHE re architectured data This work is planned to be complete by Autumn 2011 e Ability to retain focus within the heidi data explorer We hope that the improvements to heidi enhance your experience of using the system We are always keen to hear feedback especially ideas and suggestions for future releases of heidi Please feedback any comments by email to heidi hesa ac uk The heidi team March 2011 Page 11 of 11
16. s Example user expert user Logout h idli n Search explorer Ma x lt Rename report Design mode Example user Report 02 Mar 2011 08 38 default lt No description provided gt Row type row labels Institution x Report group Institutions all v Highlighted institution lt Select from the list optional gt Data columns Derived columns Data explorer Aggregate row visibility ef 20090 ma Sum GL HESA staff E Median Ei Staff full person equivalent aD Staff full time equivalent Upper quartile Lower quartile Mean Maximum Minimum Difference from median m o o o o Group results count Report columns 0 total 0 visible and 0 hidden Select all Forser vistie Dstave Toes O OOOO OOOO OOOO OOOO O It is intended that the HESA student and DLHE data will also be re architectured with the same aim This work is planned to be complete by Autumn 2011 2 Estates Management Statistics historical data ratios and data As part of the transfer of Estates Management Statistics EMS data collection and data provision from IPD Global to HESA it has been agreed that EMS data will be made available within heidi The provision of data through heidi as well as other published output will replace the use of the current Excel spreadsheet for the dissemination of Estates Management Statistics the EMS reporting spreadsheet This work has
17. t for java script to be enabled within your browser in order to access heidi 4 0 If java script is not enabled on your workstation a message will be displayed on the login screen e Itis a requirement for cookies to be enabled within your browser in order to access heidi 4 0 e Please also note that heidi is not accessible using Windows Internet Explorer 6 or earlier For the best user experience we recommend using current releases of Mozilla Firefox or Internet Explorer 2 Improved navigation and user support 2 1 Menu and tool bars To improve navigation within heidi a menu and tool bar have been developed which appear at the top of every screen in heidi e Menu bar the heidi menu bar and dropdowns provide quick links to all heidi functionality accessible to the user e Tool bar the heidi tool bar is located beneath the heidi menu bar and provides screen specific functionality to replace the majority of buttons positioned on the main screen in heidi 3 Page 1 of 11 Screen shot 1 heidi menu bar top and tool bar bottom Home Reports Groups Folders Users Roles Help My details Example user local administrator w Logout hoic Gf Create new report Mj Create new group D 2 2 Improved heidi home page The heidi home page has been redesigned to include the following key information for users e Getting started this section provides links to key system activities and assistance for new users which include o A virtual v
18. taff student and DLHE datasets in heidi as part of the date re architecture review no further datasets will be made available specifically under the data explorer node called heidi equality from 2009 10 for staff and DLHE data and 2010 11 for student data The new re architectured datasets incorporate all fields previously available within the heidi equality datasets with many additional fields to analyse this data by Summary of changes functionality no longer available Following consideration of user feedback and usage analysis the following functionality is no longer available in heidi 4 0 e Institutional news it will no longer be possible for local administrators to create news items for heidi users at their organisation to view e Internal messaging service previously available on the heidi help page this will now be replaced with a Contact local admin button located within the Getting started pane of the heidi homepage future enhancement e Taylor squares due to low usage Taylor square functionality will be removed from heidi 4 0 e Institutional information it will no longer be possible to add label notes to an institution to be displayed when a report is viewed This has been removed due to low usage Page 10 of 11 Future enhancements The following functionality is currently being developed and will be released in the coming months e Downloading charts to PowerPoint e Resuming from a p
19. the viewing of a report It is possible to design and view a report without first saving the report Changes to a report can be saved at any point whilst in Design or View mode by clicking on the Save report button located on the heidi tool bar In addition it is now possible to create a separate report from the original report that you are viewing designing by clicking on the Save report as button located on the heidi tool bar heidi will request that a unique name is provided for the report Please note that changes made in View mode will be lost when returning to Design mode unless the Apply updates button is clicked first or the report is saved Screen shot 7 heidi View report toolbar Home Reports Groups Help My details Example user expert user Logout h idi Apply updates E Save report FS Save report as fg Create new group Format headers EJ Download to Excel Fm Download to XML View mode Example report 3 5 Improved charting facilities Improvements have been made to the existing chart functionality and two new chart types have been developed New Scatter chart This new chart type will enable the plotting of individual points of one column of data against another The criteria to be used for the creation of this chart type will be e The row type of the associated report must be an institution e Users may select two compatible data columns from within their report e Users may select an institution to be
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