The University of Texas at Dallas

School of Management MIS 6324 BI Software and Techniques Syllabus Oce Phone E-mail Class Hours Oce Hours Prerequisites Outline SOM 3.421 (972) 8834779 syam@utdallas.edu Mondays, 1:00 p.m. 3:45 p.m. (SOM 2.803) Mondays, 4:00 p.m. 6:00 p.m. and by appointment MIS 6326. Some background in probability and statistics will be helpful. Most organizations are data rich and information poor. For instance, Walmart captured 20 million transactions per day in 2003. The rate at which data has been accumulating has only increased since, with newer sources like social networks and RFID. These large volumes of data potentially could reveal useful information about the target of interest customers, in most business contexts. The primary objective of this course is to introduce you to various techniques available to extract useful information (business intelligence) from the large volumes of data an organization might possess. At the end of the semester, you will not only appreciate the substantial opportunities that exist in the business intelligence realm, but also learn techniques that will allow you to exploit these opportunities. The course will cover general concepts in the BI eld, along with many popular BI techniques like association rules, decision trees, neural networks, classication and clustering. The focus will be on how the techniques are to be used, and the details of the methodologies will be covered only to the extent necessary to understand when and how each technique can be used. Students will also gain experience using BI/DM software. We will use XLMiner (a convenient add-on to MS-Excel) and SAS Enterprise Miner over the course of the semester. To gain a general understanding of business intelligence / data mining, and to appreciate the data rich environment of todays global economy. To gain a practical understanding of many key methods integral to data mining. To gain an understanding of when to use which technique. To become aware of some current trends in the use of BI. To gain the intellectual capital required to provide business analytics services. 1) Data Mining for Business Intelligence: Concepts, techniques, and applications in Microsoft Oce Excel with XLMiner, 2e, by Galit Shmueli, Nitin Patel and Peter Bruce. Wiley, ISBN-10: 0470526823, ISBN-13: 978-0470526828 2) Data Mining Techniques: For Marketing, Sales, and Customer Relationship Management, 2e, by Michael Berry and Gordon Lino. Wiley, ISBN-10: 0471470643, ISBN-13: 978-0471470649 This class involves many group projects and presentations. Groups should comprise 3-5 students, and should be formed as soon as possible. Once formed, altering the groups will not be possible except in very special circumstances. The course involves 3 5 group homework assignments. Two closed-book, closed-notes examinations will be given in class; each will be worth 25% of the nal grade. Tentatively, the rst will be on October 17, 2011, while the second will be on December 05, 2011. Syam Menon Autumn 2011

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MIS 6324 Business Intelligence Software and Techniques Syam Menon Term Paper

Autumn 2011 page 2

15% of the nal grade will be determined by your performance on a group term paper. The primary objective of the term paper is to encourage you to explore and think about potential applications of the techniques you will learn in this class. For those of you who are working, please consider working on projects that could be benecial to your company. For those of you who are not working, you may choose a BI application or method that is relevant to this class. Study the topic in detail and write-up a report. Your report will consist of a brief introduction of the application you picked, an explanation of the key underlying technology, identifying the industries/rms that are using the technology, your analysis of the application in the industry, problems existing in the industry using the technology and your recommendation of solutions. While evaluating these reports, I will pay particular attention to the quality of your analysis and the nature of answers you provided. A 1-page proposal is due on or before October 24, 2011 and must be approved by me; failure to submit a proposal in time will result in a grade of zero for the paper. The nal paper is due on or before November 28, 2011. The paper should be in 12-point font, double-spaced, and between 10-12 pages in length. It should include a minimum of ve appropriate references and citations (Wikipedia is not an appropriate research source). A professional paper in terms of style and mechanics (spelling, etc.) is expected. The grade for the project will be determined primarily on (i) the relevance of the topic, (ii) the quality and originality of the ideas and the extent of analysis presented, (iii) evidence to support (iv) the organization and presentation, and (v) other factors (input from Turnitin, professionalism, grammar, spelling, proper referencing, etc.) (Selected) groups will be asked to present their paper on November 28, 2011. 5% of the nal grade will be based on class participation. This has multiple components. Attendance, while not mandatory is very likely to aect your performance in class. If you have to miss a lecture, please make arrangements with other students to ensure that you are upto-date. There will be additional readings assigned throughout the semester. Student groups are expected to make 20-minute presentations of many of these readings. These presentations will form an important part of the class participation grade. Another important component is the actual participation itself students should discuss the assigned readings both in class, and on the discussion board in eLearning. Regular, useful participation is encouraged. The default schedule for grade assignment is: ( 90%) A, ( 87.5% & < 90%) A, ( 85% & < 87.5%) B+, ( 80% & < 85%) B, ( 77.5% & < 80%) B, ( 75% & < 77.5%) C+, ( 65% & < 75%) C, (< 65%) F . The nal cut-os may be adjusted downward at the end of the semester based on the degree of diculty of the graded material. You are responsible for any announcements made in class (including alterations to the schedule). You are also responsible for material distributed in class and through eLearning. Academic dishonesty will result in disciplinary proceedings as noted in the student catalog at http://www.utdallas.edu/dept/graddean/CAT2010/appendices/appendix1.htm

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MIS 6324 Business Intelligence Software and Techniques Syam Menon

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Tentative Course Outline (The sequence and some of the topics might change) Week 01 02 03 04 Date 29-Aug-11 05-Sep-11 12-Sep-11 19-Sep-11 Overview, Introduction I Labor Day Introduction I, II; Association Rules Association Rules; Intro to XLMiner; Intro to Enterprise Miner; Association Rules and XLMiner; Association Rules and Enterprise Miner Introduction to Clustering Hierarchical Clustering; Clustering and XLMiner; Clustering and Enterprise Miner Review Exam I Classication I: Fundamentals & Decision Trees; Classication II: Neural Networks Classication III: Logistic Regression; Classication IV: PCA & LDA; Classication and XLMiner; Classication and Enterprise Miner Evaluating Classiers; Recommendation Systems and Collaborative Filtering Web/Text Mining; Text Mining and Enterprise Miner; Presentations(?) Web/Text Mining; Text Mining and Enterprise Miner; Customer Relations Management; Presentations(?) Presentations Exam II Topics

05 06 07 08 09 10

26-Sep-11 03-Oct-11 10-Oct-11 17-Oct-11 24-Oct-11 31-Oct-11

11 12 13

07-Nov-11 14-Nov-11 21-Nov-11

14 15

28-Nov-11 05-Dec-11

Student Conduct: SoM Recommended Addendum to Syllabus

Fall, 2011 Student Conduct & Discipline The University of Texas System and The University of Texas at Dallas have rules and regulations for the orderly and efficient conduct of their business. It is the responsibility of each student and each student organization to be knowledgeable about the rules and regulations which govern student conduct and activities. The University of Texas at Dallas administers student discipline within the procedures of recognized and established due process. Procedures are defined and described in the Rules and Regulations of the Board of Regents of the University of Texas System, Part 1, Chapter VI, Section 3, and in Title V, Rules on Student Services and Activities of the Course Syllabus Page 8, Universitys Handbook of Operating Procedures. Copies of these rules and regulations are available to students in the Office of the Dean of Students, where staff members are available to assist students in interpreting the rules and regulations (SSB 4.400, 972/883- 6391). A student at the university neither loses the rights nor escapes the responsibilities of citizenship. He or she is expected to obey federal, state, and local laws as well as the Regents Rules, university regulations, and administrative rules. Students are subject to discipline for violating the standards of conduct whether such conduct takes place on or off campus, or whether civil or criminal penalties are also imposed for such conduct. Academic Integrity The faculty and administration of the School of Management expect from our students a high level of responsibility and academic honesty. Because the value of an academic degree depends upon the absolute integrity of the work done by the student for that degree, it is imperative that a student demonstrate a high standard of individual honor in his or her scholastic work. We want to establish a reputation for the honorable behavior of our graduates, which extends throughout their careers. Both your individual reputation and the schools reputation matter to your success. The Judicial Affairs website lists examples of academic dishonesty. Dishonesty includes, but is not limited to cheating, plagiarism, collusion, facilitating academic dishonesty, fabrication, failure to contribute to a collaborative project and sabotage. Some of the ways students may engage in academic dishonesty are: Coughing and/or using visual or auditory signals in a test; Concealing notes on hands, caps, shoes, in pockets or the back of beverage bottle labels; Writing in blue books prior to an examination; Writing information on blackboards, desks, or keeping notes on the floor; Obtaining copies of an exam in advance; Passing information from an earlier class to a later class; Leaving information in the bathroom; Exchanging exams so that neighbors have identical test forms; Having a substitute take a test and providing falsified identification for the substitute; Fabricating data for lab assignments; Changing a graded paper and requesting that it be regraded; Failing to turn in a test or assignment and later suggesting the faculty member lost the item; Stealing another students graded test and affixing ones own name on it; Recording two answers, one on the test form, one on the answer sheet; Marking an answer sheet to enable another to see the answer; Encircling two adjacent answers and claiming to have had the correct answer; Stealing an exam for someone in another section or for placement in a test file; Using an electronic device to store test information, or to send or receive answers for a test; Destroying or removing library materials to gain an academic advantage;

Consulting assignment solutions posted on websites of previous course offerings; Transferring a computer file from one persons account to another; Transmitting posted answers for an exam to a student in a testing area via electronic device; Downloading text from the Internet or other sources without proper attribution; Citing to false references or findings in research or other academic exercises; Unauthorized collaborating with another person in preparing academic exercises. Submitting a substantial portion of the same academic work more than once without written authorization from the instructor. http://www.utdallas.edu/judicialaffairs/UTDJudicialAffairs-Basicexamples.html Updated: August, 2011 Plagiarism on written assignments, especially from the web, from portions of papers for other classes, and from any other source is unacceptable. On written assignments, this course will use the resources of turnitin.com, which searches the web for plagiarized content and is over 90% effective. During tests and quizzes, students in this section are not allowed to have with them any food or drinks, scratch paper, course materials, textbooks, notes, invisible ink pens, or electronic devices, including IPads, IPhones, IPods, MP3 Players, earphones, radios, smart phones, cameras, calculators, multi-function timepieces, or computers. When possible, students should sit in alternating seats, face forward at all times, and remove any clothing which might conceal eye movements, reflect images of anothers work, or hide course material for copying. Exam proctors will monitor any communication or signaling between students by talking, whispering, or making sounds, or by using your hands, feet, other body movements, the test paper itself or your writing implement. Students in this course suspected of academic dishonesty are subject to disciplinary proceedings, and if found responsible, the following minimum sanctions will be applied: 1. 2. 3. 4. 5. 6. Homework Zero for the Assignment Case Write-ups Zero for the Assignment Quizzes Zero for the Quiz Presentations Zero for the Assignment Group Work Zero for the Assignment for all group members Tests F for the course

These sanctions will be administered only after a student has been found officially responsible for academic dishonesty, either through waiving their right for a disciplinary hearing, or being declared responsible after a hearing administered by Judicial Affairs and the Dean of Students Office . In the event that the student receives a failing grade for the course for academic dishonesty, the student is not allowed to withdraw as a way of preventing the grade from being entered on their record. Where a student receives an F in a course and chooses to take the course over to improve their grade, the original grade of F remains on their transcript, but does not count towards calculation of their GPA. The School of Management also reserves the right to review a students disciplinary record, on file with the Dean of Students, as one of the criteria for determining a students eligibility for a scholarship. Judicial Affairs Procedures Under authority delegated by the Dean of Students, a faculty member who has reason to suspect that a student has engaged in academic dishonesty may conduct a conference with the student in compliance with the following procedures:

(i) the student will be informed that he/she is believed to have committed an act or acts of academic dishonesty in violation of University rules; (ii) the student will be presented with any information in the knowledge or possession of the instructor which tends to support the allegation(s) of academic dishonesty; (iii) the student will be given an opportunity to present information on his/her behalf; (iv) after meeting with the student, the faculty member may choose not to refer the allegation if he/she determines that the allegations are not supported by the evidence; or (v) after meeting with the student, the faculty member may refer the allegations to the dean of students along with a referral form and all supporting documentation of the alleged violation. Under separate cover, the faculty member should forward the appropriate grade to be assessed if a student is found to be responsible for academic dishonesty; (vi) the faculty member may consult with the dean of students in determining the recommended grade; (vii) the faculty member must not impose any independent sanctions upon the student in lieu of a referral to Judicial Affairs; (viii) the faculty member may not impose a sanction of suspension or expulsion, but may make this recommendation in the referral documentation If the faculty member chooses not to meet with the student and instead forwards the appropriate documentation directly to the dean of students, they should attempt to inform the student of the allegation and notify the student that the information has been forwarded to the Office of Dean of Students for investigation. The student, pending a hearing, remains responsible for all academic exercises and syllabus requirements. The student may remain in class if the students presence in the class does not interfere with the professors ability to teach the class or the ability of other class members to learn. (See Section 49.07, page V-49-4 for information regarding the removal of a student from class). Upon receipt of the referral form, class syllabus, and the supporting material/documentation from the faculty member, the dean shall proceed under the guidelines in the Handbook of Operating Procedures, Chapter 49, Subchapter C. If the respondent disputes the facts upon which the allegations are based, a fair and impartial disciplinary committee comprised of UTD faculty and students, shall hold a hearing and determine the responsibility of the student. If they find the student in violation of the code of conduct, the dean will then affirm the minimum sanction as provided in the syllabus, and share this information with the student. The dean will review the students prior disciplinary record and assess additional sanctions where appropriate to the circumstances. The dean will inform the student and the faculty member of their decision.