Description of Data Element 01509





NAME:         Instruction and Research Activities                               



NUMBER:       01509                                                             



FILES/TABLES: EA    IRD                                                         



INTENT:                                                                         
   Review and management of personnel assignment                                
   Development of SUS request budgets related to faculty activities             
   To meet reporting and auditing requirements of FS 1012.945                   
   To provide data for the Expenditure Analysis                                 



DEFINITION:                                                                     
   The I&R activities of an institution as they relate to the                   
   accomplishment of its educational objectives.                                



EDIT:                                                                           
   DIAGNOSTIC MESSAGE                                     ERROR LEVEL           
   INSTRUCTION & 01508 NE 010000                          CRITICAL              
        IRD                                                                     
   MISSING OR INVALID                                     CRITICAL              
        IRD                                                                     
   11, 1ST DGT 01196 NE 0,1,2                             CRITICAL              
        IRD                                                                     
   12, 1ST DGT 01196 NE 3,4                               CRITICAL              
        IRD                                                                     
   15, 01505 NE 4                                         CRITICAL              
        IRD                                                                     
   17, 01045 NE UF,USF & FSU                              CRITICAL              
        IRD                                                                     
   43,44 1ST DGT 01196 NE 5,6,7,8 & 9                     CRITICAL              
        IRD                                                                     
   89, 01037 < 10 (OPS)                                   CRITICAL              
        IRD                                                                     
   FREQUENCY COUNTS WILL BE PERFORMED ON                  FREQUENCY             
        IRD                                                                     



CODING INSTRUCTIONS:                                                            
         11,12,15,19-21,43,44 - are defined as "instruction".                   
         22-Research and 23-Organized Research                                  
   Institutions using Activity Code 23 should report all organized              
   research under this code and all other research under Activity               
   Code 22.                                                                     
   Institutions that are not separately identifying                             
   organized research should report all research under Code 22.                 
         43-Grad I                                                              
   Institutions should report the activity in Grad I if the                     
   student's course is between 5000 and 9999 and it is not                  <   
   classified as Graduate II.                                                   
         44-Grad II                                                             
   Course Number (01196) is between 5000 and 8999, and the student's            
   Classification Level (01060) equals 'A', and Degree Level Sought             
   (01053) equals 'E', 'S', 'D' or 'R', and student program category            
   (01062) is an authorized Doctoral degree program at the                      
   institution.                                                                 
         Public Service (32,34,35,36)                                           
   The public service default is code 32.  Institutions may                     
   optionally use the following codes to further identify public                
   service.  All of these codes as well as 32 will be summarized for            
   reporting purposes into 'Public Service'.  (This applies to most             
   I&R Data File reports as well as Expenditure Analysis)                       
   34 Clinical Service                                                          
   35 State Mandated Service                                                    
   36 Paid Patient Care                                                         
               Administration (45,46,47)                                        
   The universities may optionally code:                                        
   45 Auxiliary Effort                                                          
   This activity as well as 46-Administration and                               
   47-University Governance will be mapped into 'administration' in             
   Expenditure Analysis.                                                        



TABLE VALUES:                                                                   
   11             Lower Level Instruction                                       
                  These include courses with a 0, 1, or 2 as the first          
                  digit of Common Course Number (01196).                        
   12             Upper Level Instruction                                       
                  These include courses with a 3 or 4 as the first digit        
                  of Common Course Number (01196).                              
   15             Graduate III Instruction                                      
                  These include courses with an M in Variable Credit Flag       
                  (01114) and are required to attain a medical, dental          
                  or veterinarian degree.  These courses are conducted by       
                  the UF Health Center and the USF Medical Center.              
   16             Supervision of Cooperative Education                          
                  Coordinating the placement of Cooperative Education           
                  students into supervised work experiences, evaluating         
                  student progress, and counseling and conducting               
                  seminars for Cooperative Education students.                  
   17             Clinical Instruction                                          
                  Instruction offered, only at the UF Health Center, the        
                  the USF Medical Center or the FSU Medical School, to          
                  interns, residents, house officers and postdoctoral           
                  trainees in clinical situations by faculty physicians         
                  in medicine, dentistry or veterinary medicine.                
   19             Instruction Effort/Graduate Laboratory Assistants             
                  Contact hours may be assigned to graduate laboratory          
                  assistants for course section(s) reported on the              
                  Instructional Activity File. Such contact hours will          
                  not ordinarily exceed the regular contact hours               
                  assigned to the course section.  Justification for            
                  such assigned contact hours will be documented as part        
                  of the person's activities report and reported in the         
                  Instruction and Research Data File.                           
   20             Instruction Effort/Course Graders                             
                  Contact hour equivalencies may be assigned to graduate        
                  assistant course graders in support of a course section       
                  (s) reported on the Instructional Activity File (IAF).        
                  the total of such contact hours equivalencies will not        
                  ordinarily exceed the regular contact hours assigned to       
                  the course section. Justification for such assigned           
                  contact hour equivalencies will be documented as part         
                  of the Activities Report for the graduate assistant and       
                  reported in the Instruction and Research Data File.           
   21             Instructional Effort/Secondary Instructional Site             
                  Travel                                                        
                  Contact hour equivalencies in addition to regular             
                  contact hours may be assigned to travel to a secondary        
                  instructional site which requires a round-trip travel         
                  time of at least two (2) hours per course meeting in          
                  support of a course section(s) reported on the                
                  Instructional Activity File (IAF).                            
                  Such contact hour equivalencies will not ordinarily           
                  exceed the regular contact hours assigned to the course       
                  section.  Justification for such assigned contact hour        
                  equivalencies will be documented as part of the               
                  individual's Activities Report and reported in the            
                  Instruction and Research Data File.                           
   22             Research                                                      
                  Research and development ordinarily managed within            
                  academic departments. Such activities usually have            
                  stated goals or purposes and projected outcomes, and          
                  may be created for specific periods as allocation of          
                  institutional or system resources.  Research activity         
                  of IFAS conducted through the experimental stations           
                  is included in this category.  A component of research        
                  and development is the eventual dissemination of              
                  research results.  Research assignments for the               
                  individual faculty member shall be stated in general          
                  terms.  At the end of each term, a record shall show          
                  specific activities toward fulfilling the assignment          
                  for research.                                                 
   23             Organized Research (OPTIONAL)                                 
                  Separately budgeted and accounted for research and            
                  development activities that include:                          
                  1)  Sponsored Research                                        
                      All research and development activities that are          
                      sponsored by federal and non-federal agencies and         
                      organizations.  This term includes activities             
                      involving the training of individuals in research         
                      techniques (research training) where such activ-          
                      ities utilize the same facilities as other research       
                      and development activities and where such activ-          
                      ities are not included in the instruction function.       
                  2)  University Research                                       
                      All research and development activities that are          
                      separately budgeted and accounted for by the              
                      institution under an internal application of              
                      institutional funds.                                      
   25             Other Instructional Effort/Non-Credit Generating              
                  Performance of instructional-related activities which         
                  are not reported on the Instructional Activity File.          
                  This includes the development of new delivery                 
                  approaches, improvement/revision of materials for             
                  credit courses, participation in the planning,                
                  development and/or evaluation of total curricla program       
                  services, and preparing planning programs and for             
                  summer FTE reconciliation of 12-Hour LAW/UFF contract.        
                  A maximum of one (1) contact hour equivalency may be          
                  assigned per three and one-half (3.5) clock hours of          
                  activity. Justification for this activity will be             
                  documented as part of the individual's Activities             
                  Report and the Instruction & Research Data File (IRD).        
   32             Public Service                                                
                  Public service extends the professional and/or                
                  discipline related services of individuals to the             
                  community, the state, or the nation. This includes            
                  service in professional organizations and academic or         
                  professional student organizations.                           
                  The primary intent is to provide professional and/or          
                  discipline-related services, other than instruction,          
                  that are beneficial to groups and individuals.                
                  Extension activities of IFAS are included in the              
                  Agricultural Extension Service category.   The                
                  public service assignments shall be in general terms          
                  in the individual's written assignment.  The service          
                  must extend the professional and/or discipline-               
                  related services of the individual.  The service must         
                  benefit groups, organizations or individuals.  At the         
                  end of each semester, the Activity Reports shall list         
                  and explain specific activities toward fulfilling the         
                  assignments.  Such public service shall not generate          
                  renumeration from third parties.  Activities which do         
                  not meet all of these criteria do not qualify as              
                  public service.                                               
   33             Agricultural Extension Service                                
                  Activities involving the Institute of Food and                
                  Agricultural Sciences (IFAS) Agricultural Extension           
                  Service.                                                      
   34             Clinical Service (OPTIONAL)                                   
                  This category is intended for reporting effort of             
                  faculty involved in the performance of non-reimbursable       
                  public service activities in a clinical environment           
                  that have been assigned by the unit administrator.            
                  Units using this category include the Colleges of             
                  Medicine, Nursing, Pharmacy, Health Professions,              
                  Dentistry and Veterinary Medicine as well as the              
                  University Counseling Center, Student Health Care,            
                  and Animal Facilities and Communication Sciences.             
   35             State Mandated Service                                        
                  Includes public service activities required by rule or        
                  statute to be performed by state universities.  This          
                  category is to be used for reporting education service        
                  effort of faculty and other professional employees            
                  involved in the performance of public service acti-           
                  vities in the K-12 system that have been assigned by          
                  the unit administrator.                                       
   36             Paid Patient Care (OPTIONAL)                                  
                  This category is used for employees paid from Acad-           
                  emic Enrichment Funds who are involved in compensated         
                  clinical activities in the Health Center.  The amount         
                  to be reported as paid patient care in the Faculty            
                  Activity Report (FAR) is the amount shown on line 11          
                  and/or line 13 of the Semester Faculty Assignment             
                  Report for Health Science Center Faculty.  Line 11 of         
                  the assignment report form lists the amount to be             
                  reported when the employee is paid from a MG&G account        
                  with an original fund source of AEF.                          
   40             Academic Advising                                             
                  Formal counseling with students on academic course or         
                  program selection, scheduling, and career counseling.         
                  Academic advising assignments shall include such indi-        
                  cators as number of students formally advised by the          
                  faculty member, hours specifically designated for             
                  advising purposes, and other appropriate indicators of        
                  advising activity.                                            
   43             Graduate I Instruction                                        
                  These include courses with a 5, 6, 7 or 8 as the first        
                  digit of Common Course Number (01196) and are required        
                  to attain a Master's or the 5-year Specialist degree.         
   44             Graduate II Instruction                                       
                  These include courses with a 5, 6, 7 or 8 as the              
                  first digit of Common Course Number (01196) and are           
                  required to attain a Doctoral degree.                         
   45             Auxiliary Effort (OPTIONAL)                                   
                  All activities paid for in the auxiliary budget that          
                  are not specifically assigned to other categories.            
                  This category includes effort expended on the operation       
                  of residence halls, dining halls, hospitals and cli-          
                  nics, student unions, intercollegiate athletics,              
                  bookstores, faculty housing, chapels, theaters, public        
                  museums, and other similar auxiliary enterprises.  Also       
                  included in this category is the effort of employees          
                  involved in revenue activities such as the Engineering        
                  charge-back centers.  Effort for employees paid from          
                  state funds cannot be reported directly in this               
                  category; therefore, the efforts should be loaned to          
                  the auxiliary account assigned to the unit.                   
   46             Academic Administration                                       
                  Supervisory, management or staff activities related to        
                  the administration of a department, college, university       
                  or the SUS.  This activity provides administrative            
                  support and management direction to the instructional,        
                  research and public service programs.  Assignments            
                  customarily and regularly require the incumbent to            
                  exercise discretion and independent judgement and             
                  includes service on interinstitutional SUS committees.        
                  Effort in this activity shall show the administrative         
                  duties that were assigned to the individual.                  
   47             University Governance                                         
                  Activities that provide advisory support to the general       
                  governance of the unit or institution.  Includes              
                  participation in the general governance of the                
                  department or institution in accordance with the              
                  direct the work of others.  Constitution of the               
                  institution, limited to participation in the                  
                  legislative processes of the unit or institution and          
                  service on committees associated with these legislative       
                  processes.  Includes special assignments such as              
                  consultation service to the university offices and            
                  units.                                                        
   89             Leave of Absence With Pay                                     
                  An authorized, compensated leave of absence granted to        
                  an employee by the university.  Includes sabbaticals,         
                  professional development leave, and disablility leave.        
   90             Release Time                                                  
                  A reduction in an employee's course load (for                 
                  instruction) or hours of work (for non-instruction) for       
                  purposes of carrying out union activities in employee         
                  representation and contract administration.                   



REFERENCES:                                                                     
   FS 1012.945                                                                  



DATABASE INFORMATION:                                                           
   PHYSICAL DESCRIPTION: X(2)                                                   
   COLUMN NAME:          INSTR_RESRCH_ACT                                       
   SHORT NAME:           IRACT                                                  



CREATE-CHANGE DATE:  09/10/07                                                   



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