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skills/brycewang-stanford/Auto-Empirical-Research-Skills/17-daaf-contribution-community-daaf-dot-claude-skills-education-data-context

17-daaf-contribution-community-daaf-dot-claude-skills-education-data-context

1
brycewang-stanford/Auto-Empirical-Research-Skills·Education·Audit pending·Snapshot 82296803c91d

Summary

This source did not publish a separate summary. Review SKILL.md before using the skill.

SKILL.md

Education Data Context

Data origin, caveats, and interpretation guidance for Urban Institute Education Data Portal datasets. Use when interpreting Portal coded values (-1/-2/-3 missing/not-applicable/suppressed), understanding year definitions (fall vs. academic year), applying correct grade encoding (grade=-1 means Pre-K, not missing), assessing suppression rates, citing data under ODC-By license, or reviewing any Portal data before analysis. Also covers joining identifiers across CCD, IPEDS, CRDC, and other sources, and routes to source-specific deep-dive skills.

This skill provides critical context for interpreting data from the Urban Institute Education Data Portal. Education data has source-specific limitations that can significantly affect analysis validity.

Why Data Context Matters

  • Source-specific limitations: Each data source (CCD, IPEDS, CRDC, etc.) has unique constraints
  • Missing values have meaning: Codes like -1, -2, -3 indicate specific conditions, not random missingness
  • Definitions change over time: Variable definitions, categories, and coding schemes evolve
  • State comparisons require caution: State-level data often cannot be directly compared
  • Citation is required: The ODC Attribution License mandates proper citation
  • Skill provenance matters: Each *-data-source-* skill includes provenance.skill_last_updated in its frontmatter. If this date is more than a few months old, treat the skill's claims about coded values, suppression patterns, and data quality with caution — data sources evolve and skill documentation may have drifted. Consider re-running data-ingest to re-verify.

Data Provenance: The Education Data Portal

All education data currently accessible through this system is obtained from the Urban Institute Education Data Portal (EDP), not directly from original source agencies (NCES, Census Bureau, Department of Education, etc.). The EDP is a curation and standardization layer that:

  • Renames variables to lowercase (e.g., enrollment not MEMBER)
  • Re-encodes categoricals as integers (e.g., 1 not "Regular school")
  • Standardizes missing values using codes -1 (missing), -2 (not applicable), -3 (suppressed)
  • May subset each source's full variable catalog — not all variables from the original source are necessarily available through the Portal
  • Each education-data-source-* skill documents what is available through the Portal for that source, including any known gaps relative to the original data collection. When a skill also documents variables or components only available from the original source directly, this is clearly noted.

    Note: This provenance applies specifically to the current education data source skills. Future data source skills may access data from other providers with different characteristics.

    Reference File Structure

    Quick Context (This Skill)

    FileContentWhen to Read
    ./references/ccd-context.mdK-12 schools/districts caveatsAfter pulling CCD data
    ./references/ipeds-context.mdCollege/university caveatsAfter pulling IPEDS data
    ./references/crdc-context.mdCivil rights data caveatsAfter pulling CRDC data
    ./references/scorecard-context.mdCollege Scorecard caveatsAfter pulling Scorecard data
    ./references/edfacts-context.mdAssessment/graduation caveatsAfter pulling EDFacts data
    ./references/data-relationships.mdJoining tables, identifiersWhen merging datasets

    Deep-Dive Source Skills (Comprehensive Documentation)

    These skills document both EDP-available data and original source context. Each skill notes when content applies only to the original source (not available through the Portal).

    For comprehensive understanding beyond the quick context files above, load the dedicated data source skill:

    Data SourceDeep-Dive SkillKey Deep Topics
    CCDeducation-data-source-ccdSurvey components, EDFacts submission, state variations, historical changes
    CRDCeducation-data-source-crdcCivil rights legal context, underreporting issues, year-to-year evolution
    EDFactseducation-data-source-edfactsESSA/NCLB context, why states aren't comparable, ACGR methodology
    IPEDSeducation-data-source-ipedsAll 12+ surveys, graduation rate population limits, GASB vs FASB
    Scorecardeducation-data-source-scorecardIRS earnings methodology, Title IV selection bias, suppression rules
    SAIPEeducation-data-source-saipeModel-based estimation, no district confidence intervals
    FSAeducation-data-source-fsaTitle IV programs, financial responsibility scores, 90/10 rule
    MEPSeducation-data-source-mepsSuperior to FRPL for cross-state poverty comparison
    NHGISeducation-data-source-nhgisCensus geography links, boundary changes over time
    NACUBOeducation-data-source-nacuboEndowment study methodology, voluntary participation bias
    NCCSeducation-data-source-nccsForm 990 data, NTEE codes, private college relevance
    EADAeducation-data-source-eadaTitle IX context, not same as compliance data
    Campus Safetyeducation-data-source-campus-safetyClery Act, underreporting, geography definitions
    PSEOeducation-data-source-pseoLEHD methodology, experimental status, state coverage

    When to load deep-dive skills:

    • Need to understand data collection methodology in detail
    • Analyzing historical trends and need to know about definition changes
    • Encountering data quality issues that require deeper investigation
    • Writing documentation or reports that require precise methodology descriptions

    Decision Trees

    What data source did I pull from?

    What endpoint did you use?
    ├─ schools/ccd/* → Read ./references/ccd-context.md
    │   └─ Need more depth? → Load education-data-source-ccd skill
    ├─ school-districts/* → Read ./references/ccd-context.md
    │   └─ Need more depth? → Load education-data-source-ccd skill
    ├─ schools/crdc/* → Read ./references/crdc-context.md
    │   └─ Need more depth? → Load education-data-source-crdc skill
    ├─ schools/edfacts/* → Read ./references/edfacts-context.md
    │   └─ Need more depth? → Load education-data-source-edfacts skill
    ├─ schools/meps/* → Load education-data-source-meps skill
    ├─ college-university/ipeds/* → Read ./references/ipeds-context.md
    │   └─ Need more depth? → Load education-data-source-ipeds skill
    ├─ college-university/scorecard/* → Read ./references/scorecard-context.md
    │   └─ Need more depth? → Load education-data-source-scorecard skill
    ├─ college-university/fsa/* → Load education-data-source-fsa skill
    ├─ college-university/nacubo/* → Load education-data-source-nacubo skill
    ├─ college-university/eada/* → Load education-data-source-eada skill
    ├─ college-university/pseo/* → Load education-data-source-pseo skill
    ├─ school-districts/saipe/* → Load education-data-source-saipe skill
    └─ Multiple sources → Read ./references/data-relationships.md first
    

    How do I interpret missing values?

    What value do you see?
    ├─ In a CATEGORICAL column (grade, race, sex)?
    │   └─ These use integer encoding, NOT coded missing values!
    │       ├─ grade = -1 means Pre-K (NOT missing!)
    │       ├─ race = 1-7 (NOT WH, BL, HI strings)
    │       └─ sex = 1-2 (NOT M, F strings)
    ├─ In a NUMERIC column (enrollment, FTE, counts)?
    │   ├─ -1 → Missing/not reported (treat as NULL)
    │   ├─ -2 → Not applicable (exclude from that variable's analysis)
    │   └─ -3 → Suppressed for privacy (cannot recover)
    ├─ null/blank?
    │   └─ Source matters:
    │       ├─ CCD, CRDC, EDFacts → Should use -1/-2/-3 codes
    │       └─ Scorecard, MEPS, NACUBO → Use native nulls
    ├─ Ranges (e.g., "10-20") → EDFacts suppression bounds
    └─ Unsure → Check source-specific reference file
    

    What are the limitations?

    What type of analysis are you doing?
    ├─ Cross-state comparison
    │   ├─ K-12 assessments → INVALID (states not comparable)
    │   ├─ K-12 other metrics → Check state reporting consistency
    │   └─ College data → Generally valid (federal definitions)
    ├─ Time series
    │   ├─ Check for definition changes
    │   ├─ Check for ID changes (schools/districts merge/split)
    │   └─ Check COVID-19 impact (2020-2021)
    ├─ Subgroup analysis
    │   ├─ Check suppression rates
    │   ├─ Smaller groups = more suppression
    │   └─ Cannot impute suppressed values accurately
    └─ Graduate outcomes
        ├─ IPEDS → First-time full-time only
        └─ Scorecard → Title IV recipients only
    

    Universal Data Caveats

    Portal Integer Encoding System

    CRITICAL: The Education Data Portal uses integer codes, not string labels, for categorical variables. This applies to all sources.

    Demographic Variable Encodings

    VariableInteger ValuesNOT Strings
    Race1-7, 99 (total)Not WH, BL, HI, AS, etc.
    Sex1 (Male), 2 (Female), 3 (Another gender, IPEDS 2022+), 4 (Unknown gender, IPEDS 2022+), 9 (Unknown), 99 (Total)Not M, F
    Grade-1 to 13, 99 (total)Not PK, KG, 01, etc.

    Race codes:

    ValueMeaning
    1White
    2Black
    3Hispanic
    4Asian
    5American Indian/Alaska Native
    6Native Hawaiian/Pacific Islander
    7Two or more races
    8Nonresident alien (postsecondary only)
    9Unknown
    99Total (all races)

    Grade codes:

    ValueMeaning
    -1Pre-K (SEMANTIC TRAP: NOT missing data!)
    0Kindergarten
    1-12Grades 1-12
    13Ungraded
    99Total (all grades)

    SEMANTIC TRAP - Grade -1: In CCD enrollment data, grade = -1 means Pre-Kindergarten, NOT missing data. This is a common source of errors. Missing data in enrollment uses the separate coded value system (-1/-2/-3) only for numeric fields like enrollment counts, not for the grade categorical variable.

    # WRONG - filters out Pre-K students!
    df = df.filter(pl.col("grade") >= 0)
    
    # RIGHT - Pre-K students have grade = -1
    pre_k = df.filter(pl.col("grade") == -1)
    k_12 = df.filter(pl.col("grade").is_between(0, 12))
    total = df.filter(pl.col("grade") == 99)
    

    Variable Names Are Lowercase

    Portal variable names are lowercase, not the uppercase names from original NCES documentation:

    • enrollment not MEMBER or ENROLLMENT
    • grade not GRADE
    • fips not FIPS or STATE

    Rate and Proportion Normalization

    The Portal normalizes certain rate and proportion variables to a 0-1 scale, while the original IPEDS surveys report them as 0-100 percentages. This is a Portal transformation, not an IPEDS source issue.

    Known affected variables:

    VariableSource SurveyPortal ScaleOriginal IPEDS Scale
    completion_rate_150pctGRS (Graduation Rates)0-10-100
    retention_rateEF (Fall Enrollment / Retention)0-10-100

    Guidance:

    • Always check the actual range of rate variables after fetching -- if max <= 1.0, the variable is on a 0-1 scale and may need rescaling to 0-100 for interpretability
    • Do not assume all rate variables across all datasets are normalized -- this finding is specific to the IPEDS variables listed above
    • Quality checks testing value > 100 will not catch invalid data on 0-1 scaled variables; adjust thresholds accordingly (e.g., test value > 1.0 instead)

    Missing Value Codes

    CodeMeaningHow to Handle
    -1Missing/not reportedTreat as NULL; document missingness rate
    -2Not applicableExclude from analysis of that variable
    -3Suppressed (privacy)Cannot be recovered; affects small-cell analyses
    null/blankGenuinely missingTreat as NULL

    IMPORTANT: Coded values (-1/-2/-3) apply to numeric measure columns (enrollment counts, FTE, etc.), NOT to categorical identifier columns like grade, race, or sex. Those use the integer encoding system above.

    Missing Data Handling Varies by Source:

    SourceMissing Data Pattern
    CCD, CRDC, EDFactsUse -1/-2/-3 coded values for numeric fields
    Scorecard, MEPS, NACUBOUse native null values
    IPEDSMix of both (check specific variables)

    Important: Filter coded values BEFORE calculating statistics:

    # WRONG - includes coded values in mean
    df["enrollment"].mean()
    
    # RIGHT - exclude coded missing values
    df.filter(pl.col("enrollment") >= 0)["enrollment"].mean()
    

    Year Definitions

    • year refers to the FALL of the academic year
    • year=2020 means the 2020-21 school year
    • Graduation rates use cohort entry year (cohort started 4-6 years prior)
    • Finance data may use fiscal year (varies by institution)
    Data TypeYear Interpretation
    Fall enrollmentFall of indicated year
    Academic year totalsFull year starting fall of indicated year
    Graduation ratesCohort entry year (outcomes measured later)
    CompletionsDegrees awarded during indicated academic year

    Suppression

    Data is suppressed to protect student privacy:

    • Small cell sizes: Typically fewer than 5-10 students
    • Affects disaggregated data: Race, disability, gender breakdowns
    • More suppression in smaller schools: Rural areas most affected
    • Cannot be imputed accurately: Do not attempt to recover
    • Complementary suppression: Other cells may be suppressed to prevent calculation

    State Reporting Variation

    State education agencies interpret federal definitions differently:

    • Dropout definitions vary (CCD covers grades 7-12, CPS covers 10-12)
    • Average daily attendance calculated differently by state law
    • Discipline categories interpreted inconsistently
    • Missing data tends to cluster by state

    Data Quality Checklist

    Before analyzing any Education Data Portal data:

    • Check coded values: Filter out -1, -2, -3 before calculations
    • Understand year definition: Fall of academic year vs. cohort year
    • Note suppression rates: Calculate % suppressed by variable
    • Check definition changes: Compare codebooks across years
    • Verify identifier consistency: NCES IDs can change when schools/districts merge
    • Document state anomalies: Note any state-specific reporting issues
    • Check coverage: Not all schools appear in all sources
    • Consider COVID-19: 2020-2021 data may not be comparable to prior years

    Quick Coverage Check

    # Check missingness and suppression by state
    df.group_by("fips").agg([
        pl.col("variable").filter(pl.col("variable") == -1).count().alias("missing"),
        pl.col("variable").filter(pl.col("variable") == -3).count().alias("suppressed"),
        pl.col("variable").count().alias("total")
    ])
    

    Citation Requirements

    Full Citation Format

    Use for publications, reports, and formal documents:

    [Dataset name(s)], Education Data Portal (Version X.X.X), 
    Urban Institute, accessed [Month DD, YYYY], 
    https://educationdata.urban.org/documentation/, 
    made available under the ODC Attribution License.
    

    Example:

    Common Core of Data (CCD) School Directory, Education Data Portal 
    (Version 0.20.0), Urban Institute, accessed January 15, 2026, 
    https://educationdata.urban.org/documentation/, 
    made available under the ODC Attribution License.
    

    Short Citation Format

    Use for visualizations, dashboards, and space-constrained contexts:

    Source: [Dataset name(s)], Education Data Portal v.X.X.X, 
    Urban Institute, ODC-By License.
    

    Example:

    Source: CCD School Directory, Education Data Portal v.0.20.0, 
    Urban Institute, ODC-By License.
    

    License Terms

    License: Open Data Commons Attribution License (ODC-By) v1.0

    Key requirements:

    • Must attribute the Urban Institute as data source
    • Must indicate if data was modified
    • May use for any purpose including commercial
    • May redistribute with attribution

    Notification

    Email [email protected] with any published work using the data. This helps the Urban Institute track usage and improve the portal.

    Quick Reference: Source-Specific Caveats

    SourceKey LimitationCritical ForQuick ReferenceDeep Dive
    CCDPublic schools only; state reporting variesK-12 enrollment, demographics./references/ccd-context.mdeducation-data-source-ccd
    IPEDSFirst-time full-time students only for grad ratesCollege graduation analysis./references/ipeds-context.mdeducation-data-source-ipeds
    CRDCBiennial; self-reported; underreportingEquity/discipline analysis./references/crdc-context.mdeducation-data-source-crdc
    ScorecardTitle IV recipients only; earnings suppressedEarnings/outcomes analysis./references/scorecard-context.mdeducation-data-source-scorecard
    EDFactsState assessments NOT comparable across statesAchievement analysis./references/edfacts-context.mdeducation-data-source-edfacts
    SAIPEModel-based estimates; no district CIsDistrict poverty—education-data-source-saipe
    FSAFederal aid only; timing variesStudent aid analysis—education-data-source-fsa
    MEPSModel estimates; 100% FPL onlySchool poverty (cross-state)—education-data-source-meps
    NHGISBoundary changes over timeGeography linking—education-data-source-nhgis
    EADASelf-reported; NOT Title IX complianceAthletics equity—education-data-source-eada
    Campus SafetyUnderreporting; comparability issuesCampus crime—education-data-source-campus-safety
    PSEOExperimental; partial state coverageEmployment outcomes—education-data-source-pseo

    What Each Source Covers

    SourceUniverseUpdate Frequency
    CCDAll public schools and districtsAnnual
    IPEDSAll Title IV postsecondary institutionsAnnual
    CRDCSample/universe of public schoolsBiennial
    ScorecardTitle IV aid recipientsAnnual
    EDFactsPublic schools with state assessmentsAnnual

    Data Lag Reference

    Data availability lags behind the current year. As of January 2026:

    SourceSurvey ComponentTypical LagLatest Available
    IPEDSDirectory~1 year2023
    IPEDSAdmissions-Enrollment~2 years2022
    IPEDSFall Enrollment~2-3 years2021
    IPEDSFinance~2-3 yearsVaries
    CCDDirectory/Enrollment~1-2 years2022
    CCDFinance~2-3 years2020
    CRDCAll (biennial)~1-2 years2021
    EDFactsAssessments~1-2 years2020
    EDFactsGraduation Rates~1-2 years2020
    SAIPEPoverty estimates~18 months2023
    ScorecardEarnings/outcomes~2-3 years2020
    MEPSSchool poverty~2-3 years2019

    Always verify year availability before building pipelines. Use mirror discovery endpoints (see mirrors.yaml) or filter downloaded data to confirm which years are present. See education-data-query skill for mirror-based fetch patterns.

    Common Analysis Mistakes

    DO NOT:

    1. Compare state assessment scores across states (EDFacts)

      • Each state has different tests and cut scores
    2. Use IPEDS graduation rates to represent all students

      • Only tracks first-time, full-time students
    3. Assume Scorecard earnings represent all graduates

      • Only covers Title IV aid recipients
    4. Calculate statistics without filtering coded values

      • -1, -2, -3 are not zeros; they corrupt calculations
    5. Compare 2020-2021 data to prior years without noting COVID

      • Testing waivers, discipline changes, enrollment shifts
    6. Merge data across years assuming stable identifiers

      • Schools and districts merge, split, and change IDs
    7. Assume Portal rate variables are on a 0-100 percentage scale

      • Some IPEDS rate variables (e.g., completion_rate_150pct, retention_rate) are normalized to 0-1 proportions in the Portal, even though the original IPEDS surveys use 0-100. Always check the actual range after fetching. See "Rate and Proportion Normalization" above.

    DO:

    1. Check suppression rates before disaggregating
    2. Use within-state comparisons for assessment data
    3. Document all data limitations in your analysis
    4. Verify identifier stability for longitudinal analyses
    5. Cite the data source properly

    Cross-References

    • Variable definitions: Load education-data-explorer skill to understand what variables measure
    • Query assistance: Load education-data-query skill to re-fetch data with different parameters
    • Joining data: Read ./references/data-relationships.md for identifier mappings
    • Deep source context: Load the appropriate education-data-source-* skill for comprehensive methodology, historical changes, and detailed variable definitions
    • Source-specific gotchas: Load the relevant education-data-source-* skill for variable name mappings, data lags, and endpoint-specific behaviors

    Topic Index

    TopicLocation
    Bureau of Indian Education schools./references/ccd-context.md
    Charter school coverage./references/ccd-context.md
    Chronic absenteeism./references/crdc-context.md
    Citation formatThis file: Citation Requirements
    COVID-19 data impact./references/crdc-context.md
    Discipline data./references/crdc-context.md
    Dropout definitions./references/ccd-context.md
    Earnings data limitations./references/scorecard-context.md
    Finance data (colleges)./references/ipeds-context.md
    GASB vs FASB accounting./references/ipeds-context.md
    Graduation rate caveats./references/ipeds-context.md
    Identifier relationships./references/data-relationships.md
    Joining tables./references/data-relationships.md
    LEAID format./references/data-relationships.md
    Locale codes./references/ccd-context.md
    Missing value codesThis file: Universal Data Caveats
    NCESSCH format./references/data-relationships.md
    Net price calculation./references/ipeds-context.md
    ODC-By LicenseThis file: Citation Requirements
    OPEID vs UNITID./references/data-relationships.md
    Private schools./references/ccd-context.md (not covered)
    Proficiency data./references/edfacts-context.md
    Race category changes./references/ccd-context.md
    Sampling (CRDC)./references/crdc-context.md
    State assessment comparability./references/edfacts-context.md
    State FIPS codes./references/data-relationships.md
    Student financial aid./references/ipeds-context.md
    SuppressionThis file: Universal Data Caveats
    Title IV institutions./references/ipeds-context.md
    Transfer students./references/ipeds-context.md
    UNITID changes./references/ipeds-context.md
    Year definitionsThis file: Universal Data Caveats

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