new features of the query/view/reports system (qvr) presentation to era project team meeting march...

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New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

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Page 1: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

New Featuresof the

Query/View/Reports System(QVR)

Presentation to eRA Project Team Meeting

March 27, 2001

Page 2: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

The Query/View/Reports SystemWhat is it?

The QVR is a web-based system for conveniently access information on

NIH projects.

Extramural Staff Resource

It provides a utility for extramural staff to QUERY the IMPAC II database,

VIEW data from the database and produce REPORTS.

Page 3: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

The Electronic Council Book-Query/View/Report Partnership

Office of Extramural ResearchOffice of Extramural ResearchJim CainJim Cain

Tim TwomeyTim Twomey

Center for Information TechnologyCenter for Information TechnologyPete MortonPete MortonTom MasonTom Mason

Don Tiedemann

ECB-QVR Steering CommitteeECB-QVR Steering CommitteeThorsten Fjellstedt, ChairpersonThorsten Fjellstedt, ChairpersonRepresentatives from most ICsRepresentatives from most ICs

Page 4: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

Carol Martin, NHGRICarol Martin, NHGRIJackie Sanders, NIMHJackie Sanders, NIMHLinda Robbins, NIMHLinda Robbins, NIMH

Ruth Choi, NIMHRuth Choi, NIMHSteve Hausman, NIAMSSteve Hausman, NIAMSPenny Colbert, NICHDPenny Colbert, NICHDBeth Paterson, NIDDKBeth Paterson, NIDDK

Delores Lee, NCRRDelores Lee, NCRRJim Seach, NCIJim Seach, NCI

Greg Fischetti, NCIGreg Fischetti, NCITerry Jones, NIAIDTerry Jones, NIAIDRichard Fisher, NEIRichard Fisher, NEIPaul Jordan, NIEHSPaul Jordan, NIEHS

ECB-QVR Steering CommitteeECB-QVR Steering Committee Representatives from all ICs are welcomeRepresentatives from all ICs are welcome

Robbin Barr, NIARobbin Barr, NIAKarin Bashir, NIAKarin Bashir, NIA

Anne Conners, NIAMSAnne Conners, NIAMSPeter Soltys, NINDSPeter Soltys, NINDS

Gahan Breithaupt, NINDSGahan Breithaupt, NINDSAnthony Coelho, OD/OERAnthony Coelho, OD/OER

Jim Tucker, OD/OERJim Tucker, OD/OERCarlos Caban, OERCarlos Caban, OER

Carla Flora, OD/OERCarla Flora, OD/OERTim Twomey, OD/OERTim Twomey, OD/OER

Pete Morton, CITPete Morton, CITTom Mason, CITTom Mason, CIT

Don Tiedemann, CITDon Tiedemann, CIT

Thorsten Fjellstedt, NIEHS,Thorsten Fjellstedt, NIEHS, ChairpersonChairperson

Page 5: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

IMPAC II

IRDB

(QVR/ECB

Tables)

QVR and ECB

Staff Version

ECB

Council Version

ECB Administrator

Module (CAM)

Council Members

NIH Staff

AX

D D

ata

AX

D D

ata

Grant Info

Council AXD Data

Grant Info

Relationship of NIH ECB, QVR, ECB CAM and IRDB

ECB Web Servers

Data in (write)

Data out (read only)

Page 6: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

Query/View/Reporting System (QVR) Logon Screen

Page 7: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR Search Screen

Screennavigation

items

Page 8: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR Search Screen

Select IC=========One or many

Page 9: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR Search Screen

SelectProject Status

AwardedCancelled

NRFCPending

Pending AwardPending Council

Pending IRGTerminatedTo be PaidUnknown

Withdrawn

Page 10: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR Search Screen

Selection options:Fiscal Year

Council Roundor

Budget Period

Page 11: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR Search Screen-PI/Institution

Select

Page 12: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR Search Screen-PI/Institution

Note:Selection options

allow for partial names

Page 13: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR Search Screen

Select

Page 14: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR Search Screen-Review/Program

Review groupand

Special Emphasis Panelinformation

Page 15: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR Search Screen-Review/Program

Clears defaultpercentiles

andpriority scores

Score Range

Page 16: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR Search Screen-Review/Program

Select for reportof all applications

withoutsummary statements

Summary Statement Release Since

Page 17: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR Search Screen-Review/Program

Allows for searchon multiple

Program Class Codes

Program Class CodesIndividual data elements

Page 18: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR Search Screen-Review/Program

Requires only “partial” name

Name of Project Officer

orProgram Official

Page 19: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR Search Screen-Review/Program

Enter fundswithout

punctuation

Search on directcosts in ANY year

that meet the criterion selected

Page 20: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR Search Screen-Application ID

Select

Page 21: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR Search Screen-Activity Codes

Select anyactivity codeor group of

activity codes

Activity codesmay be

INCLUDED inor

EXCLUDED from a search

Page 22: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR Search Screen-Primary/Dual

Note:Selection options

Page 23: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR Search Screen-Grant Number

Note:User ONLY needs to

fill in the boxes necessary to find the application

or grant

Page 24: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR Search Screen-RFA Number

EnterRFA/PA number

asDK00-003

Page 25: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR Search Screen-Budget

Select

Page 26: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR Search Screen-Budget

Enter rangeof funds

Note:Options

Page 27: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR Search Screen-Budget

Search on single or

multiple CANs

Page 28: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR Search Screen-Text Search

Select

Page 29: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR Search Screen-Text Search

Enter text string such as “endocrine disruptors”

Page 30: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR Search Screen-Text Search

Boolean logic operators

Page 31: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR Search Screen-Text Search

Options to search in summary statement, project title or both

Page 32: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR Search Screen-Special Selects

Select

Page 33: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR Search Screen-Special Selects

You may either include or exclude the “special select”

parameters.

This feature allows the user to combine

searches on the“special select”

parameters.

Page 34: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR Search Screen-Sort Options

Sort optionis an

“ordered Pick List.”The order of

the items picked will dictate

the sort order.

Page 35: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR Search Screen-Output Options

Several output options are available to meet

the users needs.

The number ofpages in a report

can be set.50 pages is the default

Page 36: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

Downloadable Data Elements in QVR System

March 7, 2001AIDs RelatedActivityAlterations CostAnimal Subject ConcernsAppl Status CodeAppl Status DescripAppl Status Group CodeAppl Status Group DescripBudget End DateBudget Start DateCanChildren ConcernsCommitted Dollars AllYearsCommitted Dollars Yr 1Consulting CostCouncilCouncil RecDirect CostEquipment CostFYFellow Stip Yr 1Fellow Stipends All YearsForeign GrantFull Study SectionGender ConcernsHuman Subject Concerns

ICIRGIRG Dollars All YearsIRG Dollars Yr 1IRG RecommIndirect CostInst CityInst CountryInst StateInst Zip CodeInstitutionIntent To PayMajor Component CodeMajor Component NameMinority ConcernsOrganization TypePCCPI AddressPI EmailPI FaxPI NamePI PhonePercentilePhase 3 TrialsPostdocs All YearsPostdocs FTTPPostdocs Yr 1

Predocs All YearsPredocs FTTPPredocs Yr 1Prev Direct CostPrev PercentilePrev Priority ScorePriorityProject End DateProject NumberProject Start DateProject TitleRFA/PA NumberRequested Dollars All YearsRequested Dollars Yr 1Serial NumStateStatusSupport Years AwdSupport Years RecSupport Years ReqTotal CostTrainees All YearsTrainees Yr 1TypeUnobligated Bal

Page 37: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

Example Search using the QVR

•All SBIR/STTR grants awarded in Fiscal Year 2000

•Sort by mechanism

•Within mechanism sort by PI name

Page 38: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

Example Search using the QVR

Select IC

Select “Awarded”

Select “Fiscal Year”

Page 39: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

Example Search using the QVR

Select

Page 40: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

Example Search using the QVR

Select “Clear Scores”

Page 41: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

Example Search using the QVR

Select “Activity Codes”

Page 42: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

Example Search using the QVR

SBIR/STTR“Activity Codes”

Page 43: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

Example Search using the QVR

Select toeliminate item

Page 44: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

Example Search using the QVR

Select toadd items

Page 45: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

Example Search using the QVR

Select“Output” format

Select

Page 46: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR--Basic Output

Select

Page 47: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR--Snapshot

Page 48: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR--Basic Output

Select

Page 49: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR--Summary Statement

Page 50: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR--Basic Output

Select

Page 51: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR--Custom Download

Select

Page 52: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR--Custom Download

Select items

Page 53: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR--Custom Download as HTML

Select

Page 54: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR--Custom Download as HTML

Page 55: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR--Custom Download into Excel

Select

Page 56: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR--Custom Download into Excel

Select

Page 57: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR--Custom Download into Excel

Enter File NameSelect

Page 58: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

QVR--Custom Download into ExcelOpen Excel and Open file

Page 59: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

Building and Saving a Query

Select Council rounds

Page 60: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

Building and Saving a Query

Select mechanisms

Select sort order

Select “Primary Projects Only”

Page 61: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

Building and Saving a Query

Select

Note: If no summary statementexists there will not be a check box.

Page 62: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

Building and Saving a Query

Fill in Query Nameand

Query Description

Page 63: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

Building and Saving a Query

Select

Page 64: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

Building and Saving a Query

Page 65: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

Retrieving a Saved Query

Select

Page 66: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

Retrieving a Saved Query

Note: Query Description

This deletesthe query

from your list

Click hereto

select query

Page 67: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

Saving List of Items for Download

Enter Title

Select

Page 68: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

Retrieving List of Items for Download

Select

Page 69: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

Retrieving List of Items for Download

Select

Page 70: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

The ECB, QVR and CAM Priorities and Enhancement Plans

Launch Basic QVR System (FY 2001)Launch Basic QVR System (FY 2001)

Access funded projectsAccess funded projectsGrant snapshotGrant snapshot

Save queriesSave queriesNew version of hit listsNew version of hit lists

Summary statement download as PDF and Zip fileSummary statement download as PDF and Zip file

Update Council Version of ECB (FY 2001)Update Council Version of ECB (FY 2001)

Save queriesSave queriesNew version of hit listsNew version of hit lists

Summary statement download as PDF and Zip fileSummary statement download as PDF and Zip file

Page 71: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

The ECB, QVR and CAM Priorities and Enhancement Plans

(Continued - 1)Add Enhancement to Staff ECB and QVR Add Enhancement to Staff ECB and QVR

systems (FY 2001, 2002, 2003)systems (FY 2001, 2002, 2003)

Pre-formatted reportsPre-formatted reportsShared queriesShared queriesAd-hoc queriesAd-hoc queries

Access application imageAccess application imageAccess publication dataAccess publication data

Access joint funding dataAccess joint funding dataAdd-on systems to include IC specific requirementsAdd-on systems to include IC specific requirements

Access IC specific dataAccess IC specific dataConvenience enhancementsConvenience enhancements

Page 72: New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

The ECB, QVR and CAM Priorities and Enhancement Plans

(Continued - 2)Redesign Council Administration ModuleRedesign Council Administration Module

(FY 2001, 2002)(FY 2001, 2002)

Early council concurrenceEarly council concurrenceEnhancements to assignment noduleEnhancements to assignment nodule

Redesign approval moduleRedesign approval modulePerformance improvementsPerformance improvementsExpand reporting optionsExpand reporting options

Import council member data from IMPAC systemImport council member data from IMPAC systemIntegrate functionality of council sweep into CAMIntegrate functionality of council sweep into CAM