Description of Data Element 01509
NAME: Instruction and Research Activities
FILES/TABLES: EA IRD
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
The I&R activities of an institution as they relate to the
accomplishment of its educational objectives.
DIAGNOSTIC MESSAGE ERROR LEVEL
INSTRUCTION & 01508 NE 010000 CRITICAL
MISSING OR INVALID CRITICAL
11, 1ST DGT 01196 NE 0,1,2 CRITICAL
12, 1ST DGT 01196 NE 3,4 CRITICAL
15, 01505 NE 4 CRITICAL
17, 01045 NE UF,USF & FSU CRITICAL
43,44 1ST DGT 01196 NE 5,6,7,8 & 9 CRITICAL
89, 01037 < 10 (OPS) CRITICAL
FREQUENCY COUNTS WILL BE PERFORMED ON FREQUENCY
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
Institutions that are not separately identifying
organized research should report all research under Code 22.
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.
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
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
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
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
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.
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
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
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
33 Agricultural Extension Service
Activities involving the Institute of Food and
Agricultural Sciences (IFAS) Agricultural Extension
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
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
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.
PHYSICAL DESCRIPTION: X(2)
COLUMN NAME: INSTR_RESRCH_ACT
SHORT NAME: IRACT
CREATE-CHANGE DATE: 09/10/07
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