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Manage SBAC Data in 3rd Party Analytics
Manage SBAC Data in 3rd Party Analytics

How to upload, analyze, and use Smarter Balance Assessment Consortium data in Otus

Monica Burke avatar
Written by Monica Burke
Updated over a week ago

Otus enables educators and administrators to upload SBAC (Smarter Balance Assessment Consortium) assessment data for students. This student information can be uploaded and viewed within the Analytics, 3rd Party module of the platform.

Analyze SBAC Data

This section explains how to analyze SBAC data for multiple students in the 3rd Party Analytics module. Click here to learn how to view 3rd party data for an individual student.

  • Step 1: From the Analytics module, select 3rd Party.

  • Step 2: Click on the Smarter Balanced tile.

If you are in an admin account, the Analytics module is located second from the top. The above image was taken from within a teacher account.

The data is displayed in three ways:

SBAC Summary

This section displays overall results for the ELA and Math tests for the entire student population, displayed in the form of a bar graph, with a bar for each performance category.

  • Selecting any portion of the bar graph will open a list of students that fall in that category. You can then select Manage Groups to add all of those students to a group (or create a new group).

Subcategory Breakdown

This section displays the results of subcategories for the ELA and Math tests.

  • The subcategories for ELA and Math will each have their own pie chart, with orange representing those students that are below expectations, yellow for nearly meets, and blue for meets/exceeds.

  • Hovering over any section of a pie graph will show you the label, along with the number and percentage of students.

  • Selecting any portion of the pie chart graph will open a list of students that fall in that category. You can then select Manage Groups to add all of those students to a group (or create a new group).

Individual Breakdown

This includes the ELA Total, Math Total, and results from each specific subcategory for each individual student.

  • Select any student to see a more detailed breakdown of their scores (similar to what is shown in the student profile).

Upload SBAC Data

There are two ways to upload the data:

  • Otus uploads the data for you. Please email us at or contact your Client Experience Partner to let us know that you would like to have SBAC data uploaded. You can also check out this video from our Otus Live series for more information on how to share 3rd party data with Otus.

  • Main Administrators upload the data. The data can be uploaded from the Main Administrator can upload the data, without needing to send it to us. The steps below will help with this option!

Click to see how to manually upload SBAC data.

Step 1: Access Analytics

  • Navigate to the Analytics module. By default you will land on the 3rd Party Data page.

Step 2: Add a New Tile (if needed)

  • If this is the first time you've uploaded SBAC data you will need to create a new tile.

  • Find the + Add New tile at the end of the list. Select this tile.

Step 3: Choose the Company

  • Select Smarter Balanced Assessment Consortium from the product list and click the arrow to the right.

Step 4: Download and Complete the Template

  • The next few screens will provide you with the option to download a SBAC template and then upload data for individual testing years.

Click here for more detailed information on how to fill out the template

If you need help with exporting from your SBAC account, click here.

  • RecordType: This is a numeric value for either ELA or Math. ELA = 1 , Math = 2

  • Student Email/SIS ID: You only need one of these.

  • UIN: Not needed, but include if it is in the file.

  • Last Name, First Name, Grade Assessed: All needed, should be in the file.

  • Tested LEA Name: This is the District name. Could be under the header “Enrolled District”.

  • Tested School Name: The school name should be in the file, could be under the header “Enrolled School”.

  • Test Completion Dates: Only one column is mandatory.

Smarter Claim Scores

For ELA (Take care to match up these columns, as different states present these categories in different orders):

  • Claim Score 1 is Reading

  • Claim Score 2 is Writing

  • Claim Score 3 is Listening

  • Claim Score 4 is Research/Inquiry

For Math (Take care too match up these columns, as different states present these categories in different orders):

  • Claim Score 1: Problem Solving & Modeling/Data Analytics

  • Claim Score 2: Concepts & Procedures

  • Claim Score 3: Communicating and Reasoning

Smarter Claim Score: (not required if not there)

  • This is a numeric value in the 2000s associated with the correct claim score

Smarter Performance Level:

  • This should be a numeric value from 1-3. In some files, it might say “Below, Approaching, Above.” If that is the case, you will have to find-->replace those terms to match the numbers. See the key below:

    • 1 = Below Expectations/ Below Standard

    • 2 = Nearly Meets Expectations or Approaching Standard

    • 3 = Meets or Exceeds Standard/ Above Standard

Scale Score:

  • This is the total scale score for the assessment (either ELA or Math)

Standard Error Measurement:

  • This is the total SEM for the entire assessment (ELA or Math) not the subcategories

Achievement Levels:

  • This is the total achievement level for the entire assessment (ELA or Math)

Step 5: Upload the Completed Template

  • Click the upload button next to the year the data was collected and select the appropriate file from your computer. (You can upload multiple years at a time before clicking the arrow to the right). A spreadsheet icon will appear next to the terms that have been successfully uploaded.

Add Additional Data

  • You can manage and upload new SBAC data by selecting the ellipsis located in the upper right hand corner of the SBAC tile and choosing Manage Uploads. This will allow you to add additional data.

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