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Clema Research Team

Research

The Clema research team publishes original analysis and practical guides for institutional research and institutional effectiveness professionals.

Articles by Clema Research Team

Professional Development

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

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.

Jul 7, 20264 mins read
Professional Development

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

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.

Jul 7, 20263 mins read
Reporting & Analytics

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

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.

Jul 7, 20266 mins read
Reporting & Analytics

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

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.

Jul 7, 20265 mins read
Data Definitions

How an IR Office Uses Clema When Their Key Analyst Resigns

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.

Jul 7, 20265 mins read
Data Definitions

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

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

Jul 7, 20265 mins read
Data Request Management

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

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.

Jul 7, 20265 mins read
Data Request Management

How an Office of One Uses Clema During IPEDS Peak Season

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%.

Jul 7, 20265 mins read
Reporting & Analytics

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

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.

Jul 7, 20267 mins read
Data Request Management

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

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.

Jul 7, 20266 mins read
Reporting & Analytics

How to Ask an IPEDS Question in Clema

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

Jul 7, 20265 mins read
Reporting & Analytics

How to Build a Peer Group in Clema

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.

Jul 7, 20265 mins read
Reporting & Analytics

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

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.

Jul 7, 20265 mins read
Reporting & Analytics

Clema Onboarding: A Four-Week Setup Checklist

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.

Jul 7, 20266 mins read
Reporting & Analytics

Get Started With IPEDS in Plain English

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.

Jul 7, 20265 mins read
Reporting & Analytics

First Five Questions to Ask Clema

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

Jul 7, 20265 mins read
Reporting & Analytics

Clema vs HelioCampus: A Cost Comparison for IR Teams

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.

Jul 7, 20266 mins read
Reporting & Analytics

Clema vs EAB Edify: A Cost Comparison for IR Teams

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.

Jul 7, 20266 mins read
Data Request Management

Why Higher Ed Needs Its Own AI Assistant, Not ChatGPT

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.

Jul 7, 20265 mins read
Data Request Management

Why IR Capacity Has Not Kept Up With Data Demand

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.

Jul 7, 20266 mins read
Reporting & Analytics

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

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.

Jul 6, 202611 mins read
Data Definitions

Why 'enrolled student' has five definitions

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.

Jun 26, 202611 mins read
Data Definitions

Is your institutional knowledge one resignation away from gone?

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.

Jun 26, 202612 mins read
Data Definitions

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

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.

Jun 26, 202612 mins read
Professional Development

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

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.

Jun 25, 202612 mins read
Predictive Analytics

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

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.

Jun 5, 202610 mins read
Predictive Analytics

Why gradient boosting beats LLMs for student retention prediction

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.

Jun 5, 202611 mins read
Predictive Analytics

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

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.

Jun 5, 202610 mins read
Predictive Analytics

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

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.

Jun 5, 202611 mins read
Predictive Analytics

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

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.

Jun 5, 202611 mins read
Predictive Analytics

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

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.

Jun 5, 202610 mins read
Data Request Management

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

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.

Jun 2, 202610 mins read
Data Request Management

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

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.

Feb 25, 20268 mins read
Reporting & Analytics

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

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.

Feb 25, 20268 mins read
Reporting & Analytics

What IR Teams Really Benchmark: Evidence from 50 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.

Feb 25, 202610 mins read
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?

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.

Feb 12, 202610 mins read
Data Request Management

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

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.

Jan 12, 202612 mins read