USMA Course End Feedback System Guides/Reminders: The USMA Course-End-Feedback system was established to be a Formative System – not Evaluative Instructor level feedback is confidential for Instructors within the system – up to instructors to share w/ mentors Only one (or two) Trusted Agents (TAs) per Dept. – no one else should be made a TA when assigning roles. TA’s can see and do everything at and below their level Report Accessors (RA’s) can see reports and add questions at their level only – not below. Only Instructors should be RA’s at the Instructor and Section/Hour levels. Consider how you assign roles to courses in singleinstructor courses – anonymity of the data could be compromised Watch out for free-text w/ rollup questions Contact: Dr Mark Evans, Director, Center for Faculty Excellence The below document was taken from: http://www.dean.usma.edu/feedback/browser_help.htm The End of Course Feedback System is Formative, not evaluative -In the early 1990s, the USMA Faculty Council established the paper-based predecessor of this feedback system with the principle that its primary function should be formative. That is, the information it provides is to support the personal professional development of teachers. It is not to be used as a mechanism for leaders to evaluate the performance of their subordinates. While feedback reports may well be part of mentoring and performance goal-setting, the Faculty Council deemed it important that feedback reports be provided by the instructor to his/her mentors, not by the system. As such this system, just as the paper system it replaces, 1 allows for the enforcement of confidentiality of all cadet responses and faculty reports. Cadet responses are anonymous. Moreover, when the system is properly operated, faculty members see only response information regarding their own cadets. Reports for supervisors are aggregated so as to preclude drawing conclusions about individual instructors or cadets. It is the responsibility of trusted agents to properly operate the system to ensure confidentiality is maintained. Example Hierarchy USMA Skill-Activity Swimming Cognitive Wrestling Aero&NA Civil & Mech Engr Naval Arch Aeronautics NA301 Dr. Nimitz NA301A01 Chemistry NA342 Dr. von Tirpitz NA301B01 The hierarchy of feedback nodes For our purposes, a feedback node is a person or organization that: • Writes or provides feedback survey questions and • Receives reports summarizing the answers. Many nodes will be people or organizations who conduct the acadmic program -- departments, programs or divisions, courses, instructors, and individual sections. In other cases, nodes correspond to sets of courses where curriculum leaders and planners merely want summary reports for assessment purposes. For example, Core and Elective nodes would result in separate reports summarizing these kinds of courses within a department or program. Nodes for academic disciplines may also be useful: Discrete mathematics and Continuous, Cultural geography and Physical, Digital electronics and Analog. The system requires that nodes be arranged in a hierarchy. If we were employing the usual convention of organizational wiring diagrams we 2 would draw the USMA node at the "top" and individual section-hours, e.g. EN101A01, in the "fringe" at the bottom. Ultimately, every section-hour where cadets are expected to provide feedback must appear exactly once in the fringe. It is in this sense that we use the words superior and subordinate in referring to nodes above and below in the hierarchy, respectively. We say that any set of nodes with the same immediate superior comprise a level. Levels have names like Academy, Department, Program, and Course. Whenever the Feedback system shows the hierarchy or parts of it, however, superior levels are shown to the left and subordinate levels to the right. For instance, the C&ME Department might be shown on the left margin of the screen with Civil and Mechanical divisions indented one level to the right. This convention is similar to MS Windows "Explorer" and "File Manager," so many will find it familiar. This Help is about the Browser, a web page that Trusted Agents of the Feedback system use to create and view the hierarchy. Report accessors use the same Browser to edit questions and read reports. Paths in the hierarchy Every node in the hierarchy has a unique "path" that tells where the node lies. For instance, CS105, Section 1, D Hour might have the path USMA/EE&CS/CS105/LTC Smith/CS105D01 This signifies that the node for Section 1D, CS105 is subordinate to another node for LTC Smith, presumably the instructor, which in turn is subordinate to the course CS105, which is subordinate to EE&CS, which is subordinate to USMA. Access and report accessors Any person with an e-mail account and a web browser can be designated a Report Accessor (RA) for any node in the hierarchy. A RA for a node can • Edit questions for the node and • Read the report ultimately produced for the node. Report access is granted by Trusted Agents, discussed below. 3 Trust and trusted agents Any person with an e-mail account and a web browser can be designated a Trusted Agent (TA) for any node in the hierarchy. A TA for a node can • Do anything that a RA can do at that node (edit questions and read reports) • Designate RA's for the node • Create, change, and delete subordinate levels and nodes, and • Delegate trust for any subordinate node to any person with an e-mail account. The last of these privileges is very broad. It means that a trusted agent has complete control over any node where she is once given trust and all nodes beneath in the hierarchy. For even if she does not initially have trust at some subordinate level, she can delegate it to herself. This is why trusted agents are called "trusted." Who can see what TA and RA privileges are exclusive. Only TAs can change the hierarchy, and only TAs and RAs can edit survey questions and read reports. One might be able to use "hacker" techniques to guess PINs or exploit obscure security loopholes to "break in" to the system. As for many automated systems used exclusively within the USMA, the security provisions of Feedback 99 are designed to "keep honest people honest," not to withstand attack by a determined adversary. Reports support the confidentiality rules of the earlier paper-based feedback system wherever possible. Where the new system provides new capabilities, the implementers have attempted to maintain the spirit of the earlier one. The general principle is that reports summarize questions at the level they are asked and also at each subordinate level down to and including the level of the report itself. Another way of saying this is that reports provide all summaries that are possible except where a summary would provide explicit information about a subordinate node in the hierarchy. This enforces longstanding confidentiality rules. Bosses do not see survey results aggregated at the levels of their subordinates (unless the subordinate provides them outside the system, which is highly encouraged for professional development purposes). 4 Confidentiality leaks - Multiple choice questions Most types of questions that the Feedback system supports (scale, choice, anyall, rank) allow only multiple choice answers. (See Help for the Question Editor.) Confidentiality for each individual instructor is protected in higher level reports by aggregating data from sections of several different instructors. Summaries take the form of histograms, means, standard deviations, and min-max brackets. Due care is necessary (the same as under the old paper system) to anticipate and deal with confidentiality leaks through aggregates of small size. For instance, if a course has only two sections, one taught by the course director and the other by another instructor, then both could use the Course and Section-Hour aggregates in their own Section-Hour reports to infer responses of the other section and vice versa. Some departments deem this unimportant. Others would omit the Course level node for this course in order to avoid the undesired aggregation. Alternately, they could allow access to only the Course level report for both instructors and let the Section-Hour reports unread. Confidentiality leaks - Free Text questions Questions that ask for Free Text responses may also require some special handling. In reports, summaries for Free Text questions are merely lists of the responses of all cadets covered by the report. If a cadet mentions her own name, the instructor's name, or other specifics, a high-level summary containing her response may compromise confidentiality. For example, if a Department Head, COL Glotz, asked a Free Text question, "How was your course?" and a cadet replied "CPT Schmotz spent too much time washing the blackboard, Sincerely CDT M.A. Cynic" this response could appear in the COL Glotz's report, violating the principle, stated above, that "a summary does not provide explicit information about a subordinate node in the hierarchy." To address this problem, the Feedback system offers two types of Free Text questions, selectable in the Question Editor: Free Text (No Roll-up) and Free Text (With Roll-up). For the former, response summaries appear only in fringe (Section-Hour) level reports. Higher level summaries contain only a note stating how many cadets responded. For the latter, summaries of all Free Text responses are listed according to the tables shown below. Therefore, No Roll-up questions guarantee confidentiality, while With Rollup questions maximize the amount of data in higher level reports, at some risk to confidentiality. The decision on which to use falls to each Dept. 5 Examples The discussion below is based on the fictitious Department of Aeronautics and Naval Architecture (Aero&NA). It details what several people can see in the reports they receive. For purposes of this example, we assume that Aero&NA has a hierarchy of levels as follows: Academy/Department/ Program/Course/Instructor/Section-Hour In particular, the example section is: USMA/Aero&NA/Naval Architecture/NA301/CPT Schmotz/ NA301A01 The trusted agent of Aero&NA has set Report Access as follows: Node Aero&NA Naval Architecture NA301 Level Departme nt Program Course CPT Schmotz Instructor NA301A01 SectionHour Report Accessor COL Glotz, the Department Head LTC Quonk, Naval Architecture Program Director Professor Baz, Course Director CPT Schmotz, Instructor of section NA301, A Hour, Section 1 CPT Schmotz, Instructor of section NA301, A Hour, Section 1 We explain these points further in the form of answers to some likely questions. Question: What can COL Glotz see and do? Answer: COL Glotz can enter her own questions at the department level. She can also read the Department level report. This report summarizes results at various levels of aggregation as shown in this table: Level where question is asked Level of summary aggregation USMA Aero&NA Naval Arch. NA301 CPT Schmotz NA301A01 USMA Yes Yes No No No No Aero& NA Naval Arch. -Yes No No No No --No No No No 6 NA301 CPT Schmotz NA301 A01 ---No No No ----No No -----No The sole exception to this table is questions of type Free Text (Without Roll-up). Answers to such questions appear only in fringe (Section-Hour) level reports, without regard to the level they are asked. Question: What can CPT Schmotz, an instructor, see and do? Answer:CPT Schmotz gets at least two reports--one as instructor and another for section-hour NA301A01. Presumably he also gets reports for each additional sectionhour he teaches. He can also enter his own questions at either (or both of) the Instructor level or the Section-Hour level for his section-hour. This section level report is the most detailed that the system generates. It summarizes results at various levels of aggregation as shown in this table: Level where question is asked Level of summary aggregation USMA Aero&NA Naval Arch. NA301 CPT Schmotz NA301A01 USMA Yes Yes Yes Yes Yes Yes Aero& NA Naval Arch. -Yes Yes Yes Yes Yes --Yes Yes Yes Yes NA301 CPT Schmotz NA301 A01 ---Yes Yes Yes ----Yes Yes -----Yes Answers to Free Text (No Roll-up) questions appear only in fringe (Section-Hour) level reports like this one, without regard for the level they are asked. CPT Schmotz's Instructor level report is similar, except there are no summaries aggregated at the section-hour level, and there are no answers to questions of type Free Text (Without Roll-up). CPT Schmotz probably won't bother reading the Instructor report because each section level report contains the same information and more. The Instructor node itself remains important, however, because its presence in the hierarchy is necessary to receive summaries aggregated at the Instructor level, even in the Section-Hour level reports. Question: What can Professor Baz, the course director, see and do? Answer: Professor Baz can enter his own questions at the course level. He can also read the Course level report. This report summarizes results at various levels of aggregation as shown in this table: 7 Level of summary aggregation USMA Aero&NA Naval Arch. NA301 CPT Schmotz NA301A01 USMA Yes Yes Yes Yes No No Level where question is asked Aero& Naval CPT NA301 NA Arch. Schmotz ----Yes ---Yes Yes --Yes Yes Yes -No No No No No No No No NA301 A01 -----No The sole exception to this table is questions of type Free Text (Without Roll-up). Answers to such questions appear only in fringe (Section-Hour) level reports, without regard to the level they are asked. The feedback cycle There are three phases in the feedback cycle: Phase Setup Surveying Reporting Approximate time 60 days before end of semester through start of Surveying phase Last week of classes through Term End Exams Description The browser allows changes to the hierarchy and entry and edits of questions. Changes to the hierarchy and questions are disallowed. Students request, fill out, and submit survey forms. Trusted agents and report accessors use the browser to check compliance. That is, they list students in their sections with a Yes or No for each showing whether s/he has filled out a survey. Starting one week after Student responses are disallowed. Term End Exams through Trusted agents and report accessors lesson 10 of the following use the browser to read reports. semester. In addition, the system can be Closed while administrators do maintenance. 8 The Browser Form The browser form has spaces and buttons for viewing and navigating the hierarchy, creating new levels and nodes, deleting them, granting access and delegating trust, and editing questions. The trust and/or access granted to you affects the way the browser appears. In general, buttons and text boxes will appear and disappear as you navigate to different portions of the hierarchy where you have and don't have access or trust. The sections below discuss this in more detail. The Login Page The login page is where access to the Browser starts. Log in by typing your e-mail id and your Feedback PIN in the respective boxes. Press the button labeled Log in If you've never logged in before or if you've lost your PIN, type your e-mail id (e.g. xy1234) in the box marked Login and then press the button labeled Email my PIN. A few minutes later, you'll receive an e-mail message containing a PIN. The PIN will remain valid at least for the current semester. The Browser Path The blue bar at the top of the browser contains the Browser Path, an important bit of information. The path specifies a node in the hierarchy. This is the node where the various functions performed by the Function Buttons will act. The Subordinate Level Listing The white box within the browser page is the Subordinate Level Listing. The top line of the listing gives the level name, a collective rubric that the trusted agent enters. Beneath it is a list of individual subordinate nodes. Each is preceeded by a "radio button" that can be "pressed" with the mouse. Pressing the button selects it. The selected subordinate node affects the following functions, performed by the Function Buttons. • Go down - Browses "down" to the selected subordinate. • Delegate trust down - Edits the trusted agent list for the selected subordinate node. Delete - Deletes the selected subordinate node and all of its subordinates. 9 The Message Area The Message Area lies immediately beneath The Subordinate Level Listing at the bottom of the Browser. It is often blank, but may contain a message regarding the last action taken by the Browser. Errors and advisories appear here. The Function Buttons The Function Buttons are the blue boxes on the right of the browser. Click close to the white text to press a button. Following is a brief description of the buttons and what they do: • Go up - Browses up one level to the superior node. • Go down - Browses down to the selected subordinate node. • Set access here - Sets Report Access at the node given by the browse path. • Delegate trust down - Edits the trusted agent list for the selected subordinate node. • Edit questions - Opens the question editor for the node given by the browse path. • Delete - Deletes the selected subordinate node and all of its subordinates (BEWARE! POWERFUL STUFF!) • Check progress - Creates a new browser window with a list of all course-section-hours that the Feedback system knows about. The new subordinate level name and new subordinate node boxes Use these boxes to type in the names of: • A completely new subordinate level (then press the Create button). • A new name for an existing subordinate level (then press the Change button). • A new subordinate node (then press the Add button). Navigating the hierarchy Upon a successful login, the Browser Path will be USMA and the Subordinate Level Listing will display the Department level, consisting of a node for each Department. Browse to any subordinate node by selecting its "radio button" and then pressing Go Down. The Browser Path shows the change. 10 Return to the superior node by pressing Go Up. Again note the change in the Browser Path. Creating a subordinate level When you have browsed to the current bottom of the hierarchy of feedback nodes, the Subordinate Level Listing will contain the note Subordinate Level: None!. Create a new subordinate level by typing its name in the box provided. Then press the Create button. Singular nouns make the most sense in forms and reports created by the system later using level names. Examples of good level names are: • Academy • Department • Program • Division • Discipline • Core/Elective • Course • Instructor • Section-Hour • A known bug that nouns with irregular plural spelling will lead to misspellings in forms (e.g. Categories). Avoid such level names if possible. If the Create button is missing from the Browser, then the node you have reached is on the fringe of the hierarchy. This means it is the name of an individual course-section-hour. It is not possible to create a level subordinate to such a node. The buck stops here! Renaming a subordinate level To rename the subordinate level currently shown in the Subordinate Level Listing, first note that this name also appears in a text box with the label new subordinate level name on the browser's right side. Change the subordinate level name by typing the new name in this box. Then press the Change button. Adding a new node To add a new node: • Navigate to what will be the superior of the desired new node 11 • Create the node's level if it does not already exist. Until a level is created, the Add subordinate node box and button will not appear on the browser. • Type the name of the new node in the box labeled "New [level name]", where [level name] is the actual level name shown in the Subordinate Level Listing. • Check or uncheck the button labeled "Delegate trust to me!" When checked, your Email id is automatically added to the trusted agent access list of the new subordinate node. If you are creating the entire hierarchy, this is a logical thing to do. If you want to have a different person be the trusted agent for the hierarchy at and below the new node you are creating, let the box unchecked. You will have to delegate trust to that person later. • Press the Add button. After adding a node, check the Message Area. It will contain a note saying either that the new node IS or IS NOT a course. This is important. The IS a course message means that the node you have just added is on the fringe of the hierarchy. No subordinate level can be created for a fringe node. You can see which fringe nodes the system considers as remaining to be entered using the Check progress button. Delegating and removing trust to a subordinate node To delegate or remove trust for a node: • Navigate to its superior • Click the "radio button" next to the name of the node where trust is to be delegated • Press Delegate trust down. The Access List containing all trusted agents for this node will appear. • To add a new trusted agent, type his/her Email id into the box labeled "New login to add" and press Add. • To remove one or more trusted agents, check the box(es) in front of the respective Email id(s) and press Delete. • When done adding and deleting trusted agents, press Return to browser to return to the browser. Granting and removing report access To grant or remove report access for a node: • Navigate to the node itself. 12 • Press Set access here. The Access List containing all report accessors for this node will appear. • To add a new report accessor, type the Email id into box labeled "New login to add:" and press Add. • To remove one or more report accessors, check the box(es) in front of the respective Email ids and press Delete. • When done adding and deleting report accessors, press Return to browser to return to the browser. Editing questions To edit questions for a node: • Navigate to the node itself. • Press Edit questions. See Help for the Question Editor for more information. Deleting a subordinate node To delete a node and all of its subordinates: • • • • Navigate to its superior Click the "radio button" next to the name of the node to be deleted Think twice! Deletions cannot be undone. Press Delete Checking progress Press the Check progress button to see which nodes in the fringe of the hierarchy remain to be added. This is a listing of course-hour-sections from the Academy database which have not yet been named as nodes by any trusted agent. The goal for the community of trusted agents is to create a USMA hierarchy that includes a node for each course-hour-section. When this is done, the Check progress list will be empty. Summarizing trust, access, and questions Trusted agents can press the Summarize button to see a summary of the following information at the node given by the current browser path and all 13 subordinate nodes: • Trusted agent list for each node • Report accessor list for each node • All questions and the multiple choice answers for scale, choice, rank, and "any or all" questions. This provides trusted agents with • A check on trust and report access set on all nodes for which the agent is responsible. • A way to monitor the progress of report accessors in entering questions and • A way to enforce standards for style, correctness, and numbers of questions. Checking compliance To check "compliance," that is, whether a cadet has or has not filled out a form for a given course where s/he is enrolled: • Navigate to the the fringe node for the section-hour of the course. • Press Check compliance. Reading reports To read a report: • Navigate to the the node for the desired report. • Press Report and follow the instructions. Note: The Report button will appear only if you have been granted trust or report access for the node. If button is missing when it should be there, see your trusted agent. M. Evans, Director, Center for Faculty Excellence 14
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