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Professional Development

Clema News and Updates: What's New for IR and IE Teams

A running index of product launches, research releases, and company updates from Clema for institutional research professionals

A general news and updates index for Clema covering product launches, whitepapers, IR benchmark releases, conference appearances, and company news relevant to IR and IE teams in higher ed.

Clema Research TeamJul 7, 20264 mins read
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Professional Development

IR Resources and Further Reading: Everything We Published in One Place

A curated index of Clema's guides, whitepapers, benchmarks, and reading lists for IR and IE professionals

A single hub of every Clema guide, research paper, IR benchmark, conference list, podcast, book, and definitional framework the IR team should bookmark. Updated as new pieces ship.

Clema Research TeamJul 7, 20263 mins read
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Reporting & Analytics

The IR Team's Year: When Each Season Hits and What to Prepare

Peak (Sep, Jan, May), moderate (Oct, Nov, Feb, Mar), and low (Apr, Jun, Jul, Aug, Dec) mapped to the requests, reports, and prep that come with each

A when/lifecycle guide for IR teams: which months are peak, moderate, and low for ad-hoc requests, what reports and accreditations hit each season, and what to prepare ahead of time.

Clema Research TeamJul 7, 20266 mins read
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Reporting & Analytics

How a Large IR Team Uses Clema to Manage Breadth Across Schools

A scenario walkthrough anchored in the whitepaper finding that large IR teams spend up to 1,310 hours per month on ad-hoc requests

How a large IR team (8+ staff) uses Clema's analytics, peer benchmarking, and predictive analytics to scale analyses across schools instead of pulling data one school at a time.

Clema Research TeamJul 7, 20265 mins read
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Data Definitions

How an IR Office Uses Clema When Their Key Analyst Resigns

A scenario walkthrough for the institutional intelligence gap, anchored in research that 85% of institutions depend on a single person for institutional knowledge

How an IR office uses Clema's data platform to preserve definitions, sources, and terminology across a key-person departure, anchored in the 85% key-person dependency finding.

Clema Research TeamJul 7, 20265 mins read
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Data Definitions

How an IR Director Uses Clema When "Retention" Means Five Different Things

A scenario walkthrough for the definitional drift problem, anchored in the whitepaper finding that 73.5% of requests are vague or unclear

How an IR director uses Clema to surface the cohort definition on every answer, so "retention" stops meaning whatever the requester had in mind.

Clema Research TeamJul 7, 20265 mins read
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Data Request Management

How an IE Director Uses Clema to Bridge the Dashboard-vs-Email Gap

A scenario walkthrough tied to the whitepaper finding that 64.7% of institutions struggle with self-service dashboards

How an IE director uses Clema to keep stakeholders out of the email queue and let them ask dashboards in plain English, anchored in the whitepaper finding on dashboard adoption.

Clema Research TeamJul 7, 20265 mins read
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Data Request Management

How an Office of One Uses Clema During IPEDS Peak Season

A scenario walkthrough for an IR director running everything solo, anchored in whitepaper findings on small-team peak-season utilization

How a one-person IR office uses Clema to handle IPEDS pulls and ad-hoc dean requests in parallel during peak season, when capacity utilization hits 90%.

Clema Research TeamJul 7, 20265 mins read
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Reporting & Analytics

IR Capacity Benchmarks: The Real Cost of Ad Hoc Data Requests

What 50+ interviews with IR teams reveal about how much time ad hoc requests actually consume, by team size

Quantified IR capacity benchmarks from 50+ interviews: 40 to 60% of team capacity consumed by ad hoc requests, 2 to 5 clarification cycles per request, and 220 to 3,200 hours annually reclaimable. By team size.

Clema Research TeamJul 7, 20267 mins read
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Data Request Management

What Clema Cannot Do Yet (and When It Is Not the Right Fit)

An honest limitations list for IR teams evaluating Clema, and the institutions where a different tool is the better call

Where Clema does not fit today: very small institutions, institutions with no data source to connect, real-time pipeline needs, and bespoke statistical research. Honesty content for IR buyers.

Clema Research TeamJul 7, 20266 mins read
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Reporting & Analytics

How to Ask an IPEDS Question in Clema

The prompt patterns that return sourced, defensible IPEDS figures in plain English

A procedural guide for asking IPEDS questions in Clema: the prompt structure, the cohort and year disambiguation, the source check, and four worked examples.

Clema Research TeamJul 7, 20265 mins read
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Reporting & Analytics

How to Build a Peer Group in Clema

A step-by-step walkthrough for constructing a defensible IPEDS peer group in plain English

A procedural guide for building a peer group in Clema by Carnegie class, control, region, or designation, and pulling the same metric for each peer in one conversation.

Clema Research TeamJul 7, 20265 mins read
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Reporting & Analytics

How to Set Up SSO With Clema (SAML and OAuth)

The exact steps to configure SAML 2.0 or OAuth 2.0 SSO with your institution identity provider

A procedural walkthrough for configuring SSO with Clema using SAML 2.0 or OAuth 2.0, including metadata exchange, attribute mapping, MFA, and the test login that confirms it works.

Clema Research TeamJul 7, 20265 mins read
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Reporting & Analytics

Clema Onboarding: A Four-Week Setup Checklist

What happens each week from data connection to stakeholder rollout, with the people and artifacts involved

A week-by-week onboarding checklist for Clema: who does what, what gets signed, what gets connected, and what success looks like at each phase over 2 to 4 weeks.

Clema Research TeamJul 7, 20266 mins read
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Reporting & Analytics

Get Started With IPEDS in Plain English

Five IPEDS questions to ask Clema in your first session, and what each one shows about the federal dataset

A quick start for querying IPEDS in plain English with Clema: enrollment, graduation rates, peer comparison, finance, and faculty figures, with the federal source on every answer.

Clema Research TeamJul 7, 20265 mins read
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Reporting & Analytics

First Five Questions to Ask Clema

A starter list of plain-English questions that show what Clema does on federal and institutional data

Five plain-English questions to ask Clema in the first session, what each one demonstrates, and how to interpret the sourced answer.

Clema Research TeamJul 7, 20265 mins read
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Reporting & Analytics

Clema vs HelioCampus: A Cost Comparison for IR Teams

Published pricing that is free to start, with plans from $99 per month, versus unpublished enterprise pricing that requires a quote

A side-by-side cost comparison of Clema and HelioCampus Theia Analyst for IR and IE teams, covering published pricing, implementation, and what is included.

Clema Research TeamJul 7, 20266 mins read
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Reporting & Analytics

Clema vs EAB Edify: A Cost Comparison for IR Teams

Published pricing that is free to start, with plans from $99 per month, versus custom enterprise pricing that ran $36,000 to $216,000 per year on a published fee schedule

A side-by-side cost comparison of Clema and EAB Edify for IR and IE teams, covering published pricing, implementation fees, and what is included at each tier.

Clema Research TeamJul 7, 20266 mins read
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Data Request Management

Why Higher Ed Needs Its Own AI Assistant, Not ChatGPT

General AI reads the public web and guesses. Higher ed needs AI that reads its data, knows IPEDS, and shows its sources.

Why general-purpose AI assistants fail on higher-ed data questions and what a higher-ed-native AI like Clema gets right: domain knowledge, real data, and sourced answers.

Clema Research TeamJul 7, 20265 mins read
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Data Request Management

Why IR Capacity Has Not Kept Up With Data Demand

Requests keep climbing, headcount stays flat, and the math no longer works for an IR team of one to three people

The structural mismatch between rising IR data request volume and flat team capacity, and why conversational AI is now the only path that scales without a hiring cycle.

Clema Research TeamJul 7, 20266 mins read
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Reporting & Analytics

A Calendar of Federal Data Releases Higher Ed IR Teams Should Track in 2026

Eleven federal datasets, when they drop, what is current, and what is coming next so your IR team is never caught off guard

A practical release calendar for the 11 federal datasets IR and IE teams depend on: IPEDS, College Scorecard, Pell, loans, cohort default rates, Clery, EADA, PSEO, PPD, and DAPIP.

Clema Research TeamJul 6, 202611 mins read
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Data Definitions

Why 'enrolled student' has five definitions

The data is rarely the problem. The missing layer of meaning on top of it is, and one ordinary term can carry five valid definitions at once.

In a study of 20 IR and IE offices, one term routinely carried several valid definitions at once. Here is why that happens, the eight layers it happens at, and why it breaks reporting even when the data is clean.

Clema Research TeamJun 26, 202611 mins read
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Data Definitions

Is your institutional knowledge one resignation away from gone?

In 85% of the institutions we studied, the definitions that run the place live in one person's head. Here is a way to diagnose how fragile yours are.

A diagnostic for institutional research teams: the Institutional Intelligence Gap, the three tiers (55% Large, 40% Moderate, 5% Small), a five-factor self-assessment, and an illustrative cost model for key-person dependency in higher ed.

Clema Research TeamJun 26, 202612 mins read
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Data Definitions

From person-dependent to system-supported: a framework for governing data definitions

A six-step framework for moving institutional definitions out of one analyst's head and into governed, survivable infrastructure

Creating data definitions is achievable. Maintenance is where most efforts collapse. Here is a six-step framework, an AI-readiness argument, and tier-by-tier next steps for IR/IE teams.

Clema Research TeamJun 26, 202612 mins read
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Professional Development

How to learn institutional research: certificates, courses, and free training

Most people land in institutional research sideways, from the registrar, the provost office, or a faculty data role. This is the directory of where to actually learn the craft, sorted by what it costs and what you get.

A directory of 25 ways to learn institutional research: graduate certificates, AIR professional development, free IPEDS and PDP training, executive programs, and self-paced courses, with formats, costs, and links.

Clema Research TeamJun 25, 202612 mins read
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Professional Development

Data storytelling for institutional research: turning numbers into narratives

A graduation rate is a sentence with the ending cut off. Data-informed advocacy is the skill of finishing it for the person in the room.

Data storytelling for IR teams: how to finish the sentence on a number, segment your audience by power and fluency, start with why, and use real federal datasets to turn institutional data into advocacy that drives decisions.

Wilson BrightJun 9, 202610 mins read
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Predictive Analytics

From reactive reporting to proactive prediction: a playbook for IR teams

Most institutional data is used to describe the past. Here is how IR leaders flip it forward.

IR teams already sit on years of attendance, GPA, LMS, and aid data. A practical guide to turning that record into forward-looking predictions that change what advisors, deans, and provosts can do this term.

Clema Research TeamJun 5, 202610 mins read
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Predictive Analytics

Why gradient boosting beats LLMs for student retention prediction

A general-purpose chatbot cannot tell you which students will not return next term. Here is why, and what does.

A plain-English guide for IR leadership on why classical ML (specifically XGBoost) outperforms LLMs on student-level retention and graduation prediction, what the benchmark literature actually shows, and how to read a per-student risk score.

Clema Research TeamJun 5, 202611 mins read
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Predictive Analytics

Predictive analytics in higher ed: the $40-a-month stack vs the $200K platform

A cost and vendor reality check for IR leaders weighing build, buy, or partner.

A straight comparison between the open-source predictive-analytics stack ($40 to $95 per month) and the major incumbent platforms ($30K to $200K per year). Covers infrastructure cost, licensing, where incumbents are strong and where they leave gaps, and a build-vs-buy framework.

Clema Research TeamJun 5, 202610 mins read
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Predictive Analytics

Predicting term-to-term retention: what a working model actually looks at

Inside a retention model evaluated on 276,519 unseen student-term records.

A practical look at the features, engineering choices, and timing decisions that drive a real term-to-term retention model. Written for IR leadership who want to understand what the model sees before they hand its output to advisors.

Clema Research TeamJun 5, 202611 mins read
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Predictive Analytics

Predicting graduation within 150% time: course combinations, confidence, and committee-ready explanations

A graduation model evaluated on 36,000 unseen students reached ~0.911 AUC. Here is what it sees that cohort reports do not.

The graduation use case in detail. Features, course-combination effects, plain-English metric reading, the small-group floor that prevents false certainty, and the drift management every long-horizon prediction needs.

Clema Research TeamJun 5, 202611 mins read
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Predictive Analytics

Forecasting enrollment and program viability: where prediction meets cabinet-level decisions

Different question, different model family. A guide to time-series forecasting, yield prediction, and program-margin analysis for IR leadership.

A practical guide to the predictive questions Provosts and CFOs own. Enrollment forecasting (ARIMA, Prophet, LSTM), yield prediction, program margin and viability, IPEDS-based screening, and the honest limits of each.

Clema Research TeamJun 5, 202610 mins read
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Reporting & Analytics

Inside 8,796 comments on the STATS rule: what higher ed actually told the Department

A 16-section atlas of the "Do No Harm" earnings-rule docket. Who showed up, what they argued, what they fear, what they want, and what is most likely to land before February 2027.

A deep-dive atlas of every public comment on the Department of Education's "Do No Harm" / STATS earnings-accountability proposal. Counts, themes, campaigns, pull-quotes, emotional register, and the implementation changes the sector is asking for before the first February 2027 results.

Wilson BrightJun 2, 202616 mins read
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Reporting & Analytics

FVT/GE is ending: what the final 2026 reporting year means for your STATS transition

October 1, 2026 is the last FVT/GE submission. Four moves to make before the first Earnings Premium results in February 2027.

October 1, 2026 is the last FVT/GE submission under the old regime. Here is exactly what carries over to STATS, what does not, and the four things IR teams should do between now and the first Earnings Premium results.

Wilson BrightJun 2, 202610 mins read
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Reporting & Analytics

From OBBB to Earnings Premium: how the new Workforce Pell accountability math actually works

The clean line from statute to STATS to the 2-of-3 eligibility math, with a worked example

The One Big Beautiful Bill created a new earnings-accountability regime for higher ed. Here is the line from OBBB to STATS to the Earnings Premium formula, and the 2-of-3 eligibility math, in plain English, with a worked example.

Wilson BrightJun 2, 202610 mins read
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Reporting & Analytics

Your STATS exposure map: triage your programs before February 2027

A program-level playbook for the eighteen months between PPD:2026 and ED's first official results

ED publishes the first official Earnings Premium results in February 2027. Here's how to map your program-level exposure now, score, stress-test the two-of-three-years window, and plan substitution paths, before the results land in public.

Wilson BrightJun 2, 202610 mins read
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Reporting & Analytics

The 50% rule: how a handful of weak certificates can put your whole institution on provisional status

The institutional-level STATS trigger most administrators haven't priced in

STATS introduced an institutional-level consequence that didn't exist under FVT/GE: if more than 50% of an institution's Title IV funds or recipients sit in failing programs, the entire institution goes on provisional status. Here's how to model your exposure before the cabinet asks.

Wilson BrightJun 2, 20269 mins read
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Data Request Management

Six files, 209,321 programs, three join keys: turning PPD:2026 into answers your provost actually asks

The IR analyst's working view of the PPD:2026 dataset, and where the time actually goes

PPD:2026 looks like a single dataset. On disk it's six Excel files joined on opeid6 + credlev + cip4, with mixed-vintage dollars, statistical-noise privacy suppression, and a CIP-4 key that doesn't match the CIP-6 the STATS test will use. Here's where the analyst hours actually go, and how to skip them.

Clema Research TeamJun 2, 202610 mins read
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Reporting & Analytics

STATS vs FVT/GE vs PPD: What's the Difference?

Three names, one dataset, and why they keep getting confused

STATS, FVT/GE, and PPD all describe pieces of the same federal accountability regime under OBBBA. Here's a plain-English explainer of what each term means and how they fit together.

Wilson BrightJun 1, 20268 mins read
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Data Request Management

Is Your University's Data Request Form Actually Optimized? How Better Design Can Reduce 77% of Clarification Time

An analysis of 18 university data request forms reveals three dominant intake formats, threefold complexity variation, and the design gaps that create hidden work for IR teams

35% of universities have no formal intake process, and 77% of IR offices require extensive clarification before analysis begins. Analysis of 18 university data request forms reveals what the best systems do differently.

Clema Research TeamFeb 25, 20268 mins read
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Reporting & Analytics

Who's Growing Through Dual Enrollment? A Side-by-Side Benchmark of Community Colleges and Four-Year Institutions

Scale vs. Speed: How Dual Enrollment Differs Across Sectors Using IPEDS 2023–2024 Data

IPEDS 2023–2024 data reveals four-year institutions growing 3x faster in dual enrollment than community colleges, while community colleges carry 32.4% structural reliance. A full side-by-side benchmark.

Clema Research TeamFeb 25, 20268 mins read
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Reporting & Analytics

What IR Teams Really Benchmark: Evidence from 50 Interviews

Four Core Benchmarking Domains and Three Benchmarking Types from 50 IR Director Interviews

Discover what IR teams actually benchmark most often, from student outcomes and faculty metrics to aspirational peer lists, based on evidence from 50 institutional research interviews.

Clema Research TeamFeb 25, 202610 mins read
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Data Request Management

What Is the Relationship Between Data Request Intake Quality, Request Intelligence, and Workload in Institutional Research Given That 78% of Requests Require 10+ Follow-Up Questions?

Why IR Teams Lose Capacity Before Analysis Even Begins

Research shows 80% of IR data requests arrive missing critical elements. Learn how Request Intelligence (the quality of requests at intake) determines whether your team spends time analyzing or clarifying.

Clema Research TeamFeb 12, 202610 mins read
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Data Request Management

Best Practices for Institutional Researchers to Optimize Data Requests and Reclaim the 60% of Team's Capacity

Data Request Guidelines for Streamlining Self-Service Dashboards

Discover proven strategies from IR leaders to streamline data requests, implement self-service dashboards effectively, and reclaim up to 60% of your team's capacity for strategic work.

Clema Research TeamJan 12, 202612 mins read
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Professional Development

Conferences Institutional Researchers in Higher Ed Should Attend in 2026

14 conferences worth your time — from the national flagship to regional gatherings and data-focused events

A guide to the 14 conferences IR professionals should consider in 2026, from AIR Forum to regional and data-focused events.

Wilson BrightMar 28, 202612 mins read
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Professional Development

What IR Experts Are Reading and Where They're Finding Community: A Resource Guide Built from 50+ Interviews

Newsletters, listservs, and peer communities that IR professionals actually use to stay sharp

A resource guide built from 50+ interviews with IR professionals: the newsletters they read, the communities they trust, and where peer-to-peer learning happens.

Wilson BrightMar 28, 20268 mins read
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Professional Development

What IR Experts Are Listening to and Learning From: Podcasts and Books, A Resource Guide Built from 50+ Interviews

The podcasts, books, and training programs IR professionals recommend for going deeper

Part 2 of our resource guide: the podcasts IR pros listen to on their commute, the books on their desk, and the training programs they recommend.

Wilson BrightMar 28, 202610 mins read
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