48 th annual ascue conference july 16, 2015 1:00 pm – 1:45 pm charles smith comquip, inc

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Student-Centered Scheduling 48 th Annual ASCUE Conference July 16, 2015 1:00 pm – 1:45 pm Charles Smith ComQuip, Inc

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Page 1: 48 th Annual ASCUE Conference July 16, 2015 1:00 pm – 1:45 pm Charles Smith ComQuip, Inc

Student-Centered Scheduling

48th Annual ASCUE ConferenceJuly 16, 2015

1:00 pm – 1:45 pm

Charles SmithComQuip, Inc

Page 2: 48 th Annual ASCUE Conference July 16, 2015 1:00 pm – 1:45 pm Charles Smith ComQuip, Inc

IntroductionFounder of ComQuip, Inc.Engineer by education

Operations ResearchSolve large scale problems

Attended conference in 2000Asked “why not put all the variables in and

solve the scheduling problem top down?”

Page 3: 48 th Annual ASCUE Conference July 16, 2015 1:00 pm – 1:45 pm Charles Smith ComQuip, Inc

A Traditional Approach to SchedulingRooms assigned to DepartmentsDepartments build partial schedule

Historical Poll Faculty Changes TBA Instructors

Rooms opened after cutoff dateSchedule unscheduled sections into open time

slotsAfter registration

Sections under min enroll dropped Sections filled are closed

Page 4: 48 th Annual ASCUE Conference July 16, 2015 1:00 pm – 1:45 pm Charles Smith ComQuip, Inc

Characteristics of Traditional ApproachPoor room utilization

Classes tend to be concentrated at certain times

Organizationally inefficient processTime consuming to try to resolve conflicts

High level of student complaintsDo not consider student needs in process

Page 5: 48 th Annual ASCUE Conference July 16, 2015 1:00 pm – 1:45 pm Charles Smith ComQuip, Inc

Student-Centered Scheduling (SCS)Modern systems enable new way of

thinking about schedulingCan collect and process data more efficientlyCan employ modern management problem

solving techniques Shadow prices Sensitivity testing

Can drive solution that uses demand information not considered in traditional methods

Page 6: 48 th Annual ASCUE Conference July 16, 2015 1:00 pm – 1:45 pm Charles Smith ComQuip, Inc

Characteristics of SCS MethodTop-down instead of Bottom-UpUses more information, which is generally

available nowAlgorithm used to time-slot sections so:

Students get courses they need or wantFaculty preferences and availability consideredRoom availability and utilization considered

Retention ImprovesInability to get courses want is no. 1 reason for

transfers

Page 7: 48 th Annual ASCUE Conference July 16, 2015 1:00 pm – 1:45 pm Charles Smith ComQuip, Inc

Trend to SCSNeed solution to improve retention and

graduation ratesNumber of articles published since 1998 on

SCS has increased dramaticallyOur clients increasingly stress the need for

an SCS approachOur company has been on the forefront of

SCS since 2002

Page 8: 48 th Annual ASCUE Conference July 16, 2015 1:00 pm – 1:45 pm Charles Smith ComQuip, Inc

How SCS WorksRetain helpful techniques

Set-up standard time blocksCreate blocks for common curriculum coursesConflict free scheduling algorithm

And add new techniquesWhen time slotting each section, consider impact

of each option on students who want courseAfter initial solution, test if can improve

swap student section assignments to increase percent of students getting courses want

Step towards optimal solution

Page 9: 48 th Annual ASCUE Conference July 16, 2015 1:00 pm – 1:45 pm Charles Smith ComQuip, Inc

Example 1Technology oriented institution10 associate programs and 4 certificate programs800 students, 150 facultyHow they used SCS

Set-up courses by program and year Common courses across programs

Put one dummy student in each program each yearSections of common courses scheduled to

accommodate all studentsSections unique to program scheduled when

students available

Page 10: 48 th Annual ASCUE Conference July 16, 2015 1:00 pm – 1:45 pm Charles Smith ComQuip, Inc

Results

Page 11: 48 th Annual ASCUE Conference July 16, 2015 1:00 pm – 1:45 pm Charles Smith ComQuip, Inc

Example 24-year undergraduate military academy900 cadets, 130 faculty16 different degree programsHow they used SCS

Fixed number of sectionsBalanced section loadsSet time block standardsBlocked sections using student data from course

registrationsConsidered impact on students when time

slotted sections

Page 12: 48 th Annual ASCUE Conference July 16, 2015 1:00 pm – 1:45 pm Charles Smith ComQuip, Inc

ResultsNumber of courses students unable to take

because of scheduling:1,221 when traditional scheduling method used1,039 when just block scheduling used562 when SCS method used

Page 13: 48 th Annual ASCUE Conference July 16, 2015 1:00 pm – 1:45 pm Charles Smith ComQuip, Inc

Example 3Multi-campus University20,000 students, 600 FT faculty500 undergraduate, graduate and doctoral degree

programsHow they used SCS for exam scheduling

Set parameters for scheduling exams Different room, same room Exam seating All sections at same time

Used optimization instead of mapping Scheduled exams to minimize number of students with

multiple exams per day

Page 14: 48 th Annual ASCUE Conference July 16, 2015 1:00 pm – 1:45 pm Charles Smith ComQuip, Inc

ResultsReduced number of students with multiple

exams on same day from 1,384 to 792.Reduced number of conflicts from 352 to 3

Page 15: 48 th Annual ASCUE Conference July 16, 2015 1:00 pm – 1:45 pm Charles Smith ComQuip, Inc

CostsAssume use third party software

In-house IT resources (1/3 person) Licenses ($20,000) Implementation Support ($10,000) Vendor Maintenance ($4,000 per year)

Hosted Subscription ($7,000) Hosting fee ($3,600) Implementation Support ($10,000)

Page 16: 48 th Annual ASCUE Conference July 16, 2015 1:00 pm – 1:45 pm Charles Smith ComQuip, Inc

BenefitsImproved retention

More students graduating in four yearsFewer complaints from students

No room conflictsNo faculty conflicts

Page 17: 48 th Annual ASCUE Conference July 16, 2015 1:00 pm – 1:45 pm Charles Smith ComQuip, Inc

References“Reframing Retention Strategy for Institutional

Improvement: New Directions for Higher Education, no. 161”, edited by David H. Kalsbeck, John Wiley & Sons, 2013

“Student Centered Scheduling”, ISM Monthly Update for Division Heads, Vol 9 No 10, 2012

“More Notes on Retention in Relation to Course Scheduling”, Cathy Anderson, March 2013, http://www.cathyandersonblog.com/?p=853

Page 18: 48 th Annual ASCUE Conference July 16, 2015 1:00 pm – 1:45 pm Charles Smith ComQuip, Inc

Contact

Comquip, Inc.24 Hagerty Blvd, Ste 1West Chester, PA [email protected]