The purpose of CSIR is to merge data from four systems -- class schedule, payroll, enrollment, and facilities -- in order to create a comprehensive record of who teaches whom what, when and where.

Academic departments are ultimately the source of the data contained in the first two systems -- class schedule and payroll.

Five key metrics derived from CSIR and reported in Cal Profiles or elsewhere, including to the State, are courses taught, course enrollments, student credit hours (SCH), student FTE, and classroom utilization.

Long established conventions govern the reporting of certain data elements or statistics that could be configured in more than one way..

Raw course enrollments and raw student credit hours are reported by course level (rather than by student level) and are credited to the programs offering the courses (rather than to the departments paying the instructors).

FTE students are reported by student level (rather than by course level) and are credited to the pay departments of the instructors who generate the corresponding course enrollments (rather than to the programs offering the courses).

With respect to Cal Profiles statistics, the data is credited as follows:
1200-Course Enrollments – by course level and by course-offering department
1400-SCH & Courses Taught – by course level and by course-offering department
2200-Allocated FTE – by student level and by pay department
2400-Actual Faculty FTE ratios – classes are by course level and pay department; allocated FTE is by student level and pay dept.

Only actual teaching (instructor functions 1 and 2) is reported; supervision without teaching (instructor function 3) is excluded.

There is no multiple counting of courses in multiple instructor modes of delivery.

Cross-listed courses: Course credit for cross-listed courses is divided equally among the course-offering departments for departmental-course-count credit. Allocated Student FTE is credited to the pay department of the instructor.

Team-taught courses: Course credit for team-taught courses is divided equally among the instructors for individual-workload credit Allocated student fte is prorated according to pay departments of the instructors.

Cross-listed Team-Taught Courses: Courses with both complications simply follow both sets of rules.

Instructor rank is determined by the highest ranking ("primary") title code according to the Office of the President's hierarchy: (1) Regular Rank, (2) Visitors, Adjuncts, and Regent Professors; (3) Unit 18 Lecturers; (4) Senate Lecturers/Lecturers with Security of Employment, (5) Emeriti, (6) Health Science, (7) Academic Administrators, and (8) All Other

Permanent faculty as defined by the Budget Office comprises non-visitors in the following title series: professors, associate professors, assistant professors, lecturers with security of employment, some health science faculty with regular rank title codes, and supervisor of physical education.

Examples

Instructor rank: an individual holding both a deanship (academic administrator) and a full professorship (regular rank) is classified as regular rank.

Permanent faculty: an acting assistant professor is permanent faculty, a visiting full professor is not.

See Algorithms for Calculating Teaching Workload Metrics (http://opa.berkeley.edu/csir/AlgorithmsTeachWrkldMetrics.htm) for additional detail.