New Features of the Electronic Council Book and the QueryViewReporting System

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New Featuresof theElectronic Council Bookand
theQuery/View/Reporting System

• Presentation to the EPMC
• April 18, 2001

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The Electronic Council Book-Query/View/Report
Partnership
ECB-QVR Steering Committee Thorsten Fjellstedt,
Chairperson Representatives from most ICs
Center for Information Technology Pete Morton Tom
Mason Don Tiedemann
Office of Extramural Research Jim Cain Tim Twomey
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ECB-QVR Steering Committee Representatives from
all ICs are welcome
Thorsten Fjellstedt, NIEHS, Chairperson
Robbin Barr, NIA Karin Bashir, NIA Anne Clark,
NIDDK Anne Conners, NIAMS Peter Soltys,
NINDS Gahan Breithaupt, NINDS Anthony Coelho,
OD/OER Jim Tucker, OD/OER Carlos Caban,
OER Carla Flora, OD/OER Tim Twomey, OD/OER Pete
Morton, CIT Tom Mason, CIT Don Tiedemann, CIT
Carol Martin, NHGRI Jackie Sanders, NIMH Linda
Robbins, NIMH Ruth Choi, NIMH Steve Hausman,
NIAMS Penny Colbert, NICHD Beth Paterson,
NIDDK Delores Lee, NCRR Jim Seach, NCI Greg
Fischetti, NCI Terry Jones, NIAID Richard Fisher,
NEI Paul Jordan, NIEHS
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The Electronic Council BookWhat is it?

• The ECB is a web-based system for conveniently
  conducting Advisory Council related activities.

Extramural Staff Resource
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Features of Staff and Council ECB
Staff Version
Council Version

• Select council round
• Select multiple council rounds
• Select multiple ICs
• Available to All Staff with IMPAC privileges
• IC Specific Information

• Only Current Council round
• Only one IC
• Available to specific staff in IC with IMPAC
  privileges
• E-mail from Council member
• IC Specific Information

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Relationship of NIH ECB, ECB CAM and IRDB
NIH Staff
Grant Info
ECB/QVR Staff Version
IMPAC II IRDB (ECB Tables)
AXD Data
ECB Administrator Module (CAM)
Grant Info
Council AXD Data
ECB Council Version
AXD Data
ECB Web Servers
Data in (write)
Council Members
Data out (read only)
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NIH Web Portal Page
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NIH Staff ECB Logon Screen
Location for technical or status notes
URL of the Staff ECB http//staffecb.nih.gov/staff
ecb/login.cfm
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Primary Search Screen--Staff Version
New search parameters
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Program Class Code Search
Use when you need to search on multiple PCC at
one time.
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Advanced Program Code Search Multiple Program
Class Codes
Example 7C1234AB,4C1234AB,4B1234AB

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Advanced Program Code Search Partial String or
Wild Card"
Underscore (_) --- place holder for one
character. Percent Sign () ---place holder for
any number of characters. "C" in the second
position----Example _C "C" in the second
position and a "2" in the fourth position----
Example _C_2
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Advanced Program Code Search Partial String or
Wild Card"
Underscore (_) --- place holder for one
character. Percent Sign () ---place holder for
any number of characters. "C" in the second
position and a "2" in the fourth position or a
PCC that ended with "AB" Example _C_2,AB
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Program Class Code Search
Search can INCLUDE or EXCLUDE activity codes
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Search on Text String
Select to search on project title, summary
statement text or both.
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Search for Applications Without Summary Statements
Select to get a listing of all applications for
which there are no summary statements.
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Search Including/Excluding 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.
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Search on Direct Cost--Any Year
Search on direct costs in ANY year that meet the
criterion selected.
Enter the dollar amount without any commas.
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Output Options--Standard Hit List
Select
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ECB--Standard Hit List
Select to retrieve Hit List Help for
downloading summary statements
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Hit list Help Screen for Summary Statement
Download
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ECB--Standard Hit List
Note This option will appear when the user is
set up to print at CIT
Select to check all boxes or check boxes
individually
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Download Summary Statements as One PDF File
Select
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Download Summary Statements as One PDF File
Select
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Download Summary Statements as One PDF File
Select
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Download Summary Statements as One PDF File
Select
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Estimated Download Time
This box indicates the time required to download
the file at various data transmission speeds.
Select
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Downloaded SS in Adobe Acrobat
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Download SS in a Zip File
Select
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Select Format of File to Download
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Select Format of File to Download
Select format of summary statement.
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Select Format of File to Download
Select form of file.
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Download SS in a Zip File
Select
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Download SS in a Zip File
Select
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Download SS in a Zip File
This is standard file name. You my wish to change
it.
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Opening WinZip
Select
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Opening WinZip
Click open to open an archive
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Opening WinZip
Select this file
Open
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Opening WinZip
Select file
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Viewing Summary Statement
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Output Options--Resume Hit List
Select
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ECB--Resume Hit List
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Building and Saving a Query
Select Council rounds
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Building and Saving a Query
Select mechanisms
Select Primary Projects Only
Select sort order
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Building and Saving a Query
Select
Note If no summary statement exists there will
not be a check box.
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Building and Saving a Query
Fill in Query Name and Query Description
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Building and Saving a Query
Select
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Building and Saving a Query
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Retrieving a Saved Query
Select
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Retrieving a Saved Query
Note Query Description
Click here to select query
This deletes the query from your list
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Primary Search Screen--Staff Version
Select
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ECB--Custom Download
Click on items in this box to de-select them.
Click on items in this box and they will
appear in the box on the right.
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Saving List of Items for Download
Select
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Saving List of Items for Download
Enter Title
Select
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Retrieving List of Items for Download
Select
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Retrieving List of Items for Download
Select
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Download Data in HTML Format
Box is filled in with retrieved list
Select
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Data in HTML Format
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Download Data in Spreadsheet Format
Select
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Download Data in Spreadsheet Format
Choose either to open directly or to save to
disk first
Select
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Download Data in Spreadsheet Format
Rename file as needed
Select
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ECB--Custom Download Excel Spread Sheet
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Custom Download--Data Elements
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The Query/View/Reports SystemWhat is it?

• The QVR is a web-based system for conveniently
  access information on ALL projects in IMPAC II.

Extramural Staff Resource
It provides a utility for extramural staff to
QUERY the IMPAC II database, VIEW data from the
database and produce REPORTS.
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Query/View/Reporting System (QVR) Logon Screen
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QVR Search Screen
Screen navigation items
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QVR Search Screen
Select IC One or many
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QVR Search Screen
Select Project Status
Awarded Cancelled NRFC Pending Pending
Award Pending Council Pending IRG Terminated To
be Paid Unknown Withdrawn
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QVR Search Screen
Selection options Fiscal Year Council
Round or Budget Period
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QVR Search Screen-PI/Institution
Select
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QVR Search Screen-PI/Institution
Note Selection options allow for partial names
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QVR Search Screen
Select
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QVR Search Screen-Review/Program
Review group and Special Emphasis
Panel information
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QVR Search Screen-Review/Program
Score Range
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QVR Search Screen-Review/Program
Summary Statement Release Since
Select for report of all applications
without summary statements
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QVR Search Screen-Review/Program
Program Class Codes Individual data elements
Allows for search on multiple Program Class Codes
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QVR Search Screen-Review/Program
Name of Project Officer or Program Official
Requires only partial name
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QVR Search Screen-Review/Program
Enter funds without punctuation
Search on direct costs in ANY year that meet the
criterion selected
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QVR Search Screen-Application ID
Select
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QVR Search Screen-Application ID
Select any activity code or group of activity
codes
Activity codes may be INCLUDED in or EXCLUDED
from a search
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QVR Search Screen-Application ID
Note Selection options
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QVR Search Screen-Application ID
Note User ONLY needs to fill in the boxes
necessary to find the application or grant
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QVR Search Screen-Application ID
Enter RFA/PA number as DK00-003
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QVR Search Screen-Budget
Select
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QVR Search Screen-Budget
Enter range of funds
Note Options
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QVR Search Screen-Budget
Search on single or multiple CANs
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QVR Search Screen-Text Search
Select
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QVR Search Screen-Text Search
Enter text string such as endocrine disruptors
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QVR Search Screen-Text Search
Boolean logic operators
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QVR Search Screen-Text Search
Options to search in summary statement, project
title or both
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QVR Search Screen-Special Selects
Select
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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.
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QVR Search Screen-Sort Options
Sort option is an ordered Pick List. The order
of the items picked will dictate the sort
order.
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QVR Search Screen-Output Options
Standard Hit List (Basic) Standard Hit List
(Detailed) Summary Hit List Resume Hit
List Abstract Hit List Standard Report
Options Custom Download
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Downloadable Data Elements in QVR Systemas of
March 7, 2001
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Example Search using the QVR

• NIAAA search for all SBIR/STTR grants awarded in
  Fiscal Year 2000
• Sort by mechanism
• Within mechanism sort by PI name

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Example Search using the QVR
Select IC
Select Awarded
Select Fiscal Year
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Example Search using the QVR
Select
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Example Search using the QVR
Select Activity Codes
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Example Search using the QVR
SBIR/STTR Activity Codes
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Example Search using the QVR
Select
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Example Search using the QVR
Select to eliminate item
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Example Search using the QVR
Select to add items
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Example Search using the QVR
Select
Select Output format
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QVR--Basic Output
Select
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QVR--Snapshot
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QVR--Basic Output
Select
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QVR--Summary Statement
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QVR--Basic Output
Select
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QVR--Custom Download
Select
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QVR--Custom Download
Select items
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QVR--Custom Download as HTML
Select
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QVR--Custom Download as HTML
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QVR--Custom Download into Excel
Select
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QVR--Custom Download into Excel
Select
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QVR--Custom Download into Excel
Select
Enter File Name
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QVR--Custom Download into ExcelOpen Excel and
Open file
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Standard Report OptionProof of Concept
Select
Select Output format
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Standard Report OptionProof of Concept
Select
Work is underway to develop a series of output
formats and store them on the server
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Standard Report OptionProof of Concept
The Template File contains macros to format
the data file
Data File
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Standard Report OptionProof of Concept
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The ECB, QVR and CAM Priorities and Enhancement
Plans
Update Council Version of ECB (FY 2001) Save
queries New version of hit lists Summary
statement download as PDF and Zip file
Launch Basic QVR System (FY 2001) Access funded
projects Grant snapshot Save queries New version
of hit lists Summary statement download as PDF
and Zip file
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The ECB, QVR and CAM Priorities and Enhancement
Plans(Continued - 1)
Add Enhancement to Staff ECB and QVR systems (FY
2001, 2002, 2003) Pre-formatted reports Shared
queries Ad-hoc queries Access application
image Access publication data Access joint
funding data Add-on systems to include IC
specific requirements Access IC specific
data Convenience enhancements
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The ECB, QVR and CAM Priorities and Enhancement
Plans(Continued - 2)
Redesign Council Administration Module (FY 2001,
2002) Early council concurrence Enhancements to
assignment nodule Redesign approval
module Performance improvements Expand reporting
options Import council member data from IMPAC
system Integrate functionality of council sweep
into CAM