Plan for Architectural Analysis for Identifying Query

1
Plan for Architectural Analysis for Identifying
Query Retrieval Components
2
Component types needed to support Query
Retrieval
Query Retrieval Architecture
3
Online Data Viewing Components

• Purpose
• For viewing details of the selected or retrieved
  (hit list) record
• Examples
• Grant Update Module (GUM) screens read only
• Application block Review details block
• Admin. review block Edit PI
• Budget block Addresses
• CAN SBIR/STTR BAD codes
• QuickView screens
• Overview PI/Staff Organization
• Budget Budget detail Award detail

4
QV Overview Screen
GUM Applic. Admin. Review Blocks
5
Output Method Components

• Purpose
• Methods for receiving output results
• Examples
• Print Central
• Merge Zip
• Export hit list to Excel
• Generate report print
• Export report to Excel
• View document print
• View and Print from Grant Folder
• Burn CD

6
(No Transcript)
7
Output Format Components

• Purpose
• Formats for receiving output after identifying
  desired query results
• Examples
• Fixed report
• Manipulable/exportable report (Discoverer)
• Labels report
• Form template report w/pre-printed info.
• PDF Document
• ASCII file
• Data for spreadsheet
• CD

8
(No Transcript)
9
Query Components

• Purpose
• For facilitating user query
• Examples
• Individual query fields
• Lists of Values (LOVs)
• Special Selects (active grant, animal concern,
  etc.)
• Default query blocks (QuickView, Grant Mgmt.)
• Customizable query (ICSTORe Adv.Query)
• Special Views (PowerViews)

10
(No Transcript)
11
Hit List Components

• Purpose
• For viewing query results to identify desired
  records and for viewing retrieved information
• Examples
• Default Hit Lists (ICSTORe, Review, CRISP)
• Customizable Hit List (ICSTORe)
• Sort buttons as column headers
• Select checkbox with Select all/Deselect all
• Order number column with resequencing
• Book Definition
• Nested sorts
• Sections with different sorts
• Sort by value
• Ascending/descending sort option

12
(No Transcript)
13
Requirements for Universal Query Tool
Architecture

• Different categories of users have different
  requirements for query and retrieval,
• making a single user interface impractical.
• The purpose of this analysis is to identify
  requirements for different query retrieval
  interfaces and their common components.

14
Types of Users

• Quick View Users

• Scientific Query Users
• Regular
• Power

• Advanced Query Users (ICSTORe)
• Business Area Specific Users

15
Types of Users, cont.

• Document Tracking Users
• Program/IC Portfolio Users
• Peer Review Users

• Finance Budget Users
• Program Analysis Users

16
Query Tools Access Methods

• ICSTORe- Tack Order
• ICSTORe Book Definition
• ICSTORe Advanced Query
• QuickView
• CRISP Plus
• IQR
• CRISP on the Web

• QVR
• ECB
• Ad Hoc Query
• Commons Status
• IRDB TechView
• IMPP TechView
• Business Area Specific Screens

17
Query Tools Methods
Categories of Users

• QuickView Status Users
• Scientific Query Users
• Regular
• Power
• Advanced Query Users
• Business Area Specific Users
• Document Tracking Users
• Program/IC Portfolio Users
• Peer Review Users
• Finance Budget Users
• Program Analysis Users

• ICSTORe- Tack Order,
• ICSTORe Book Definition
• ICSTORe Advanced Query
• QuickView
• CRISP Plus
• IQR
• CRISP on the Web
• QVR
• ECB
• Ad Hoc Reporting
• Commons Status Reporting
• IRDB TechView
• IMPP TechView
• Business Area Query Screens

18
Query Tools Methods
Categories of Users

• QuickView Status Users
• Scientific Query Users
• Advanced Query Users
• Business Area Specific Users
• Document Tracking Users
• Program/IC Portfolio Users
• Peer Review Users
• Finance Budget Users
• Program Analysis Users

• ICSTORe- Tack Order,
• ICSTORe Book Definition
• ICSTORe Advanced Query
• QuickView
• CRISP Plus
• IQR
• CRISP on the Web
• QVR
• ECB
• Ad Hoc Reporting
• Commons Status Reporting
• IRDB TechView
• IMPP TechView
• Business Area Query Screens

19
Categories of Users
Query Tools Methods

• QuickView Status Users
• Scientific Query Users
• Advanced Query Users
• Business Area Specific Users
• Document Tracking Users
• Program/IC Portfolio Users
• Peer Review Users
• Finance Budget Users
• Program Analysis Users

• ICSTORe- Tack Order,
• ICSTORe Book Definition
• ICSTORe Advanced Query
• QuickView
• CRISP Plus
• IQR
• CRISP on the Web
• QVR
• ECB
• Ad Hoc Reporting
• Commons Status Reporting
• IRDB TechView
• IMPP TechView
• Business Area Query Screens

20
Categories of Users
Query Tools Methods

• QuickView Status Users
• Scientific Query Users
• Advanced Query Users
• Business Area Specific Users
• Document Tracking Users
• Program/IC Portfolio Users
• Peer Review Users
• Finance Budget Users
• Program Analysis Users

• ICSTORe- Tack Order,
• ICSTORe Book Definition
• ICSTORe Advanced Query
• QuickView
• CRISP Plus
• IQR
• CRISP on the Web
• QVR
• ECB
• Ad Hoc Reporting
• Commons Status Reporting
• IRDB TechView
• IMPP TechView
• Business Area Query Screens ICO

21
Categories of Users
Query Tools Methods

• QuickView Status Users
• Scientific Query Users
• Advanced Query Users
• Business Area Specific Users
• Document Tracking Users
• Program/IC Portfolio Users
• Peer Review Users
• Finance Budget Users
• Program Analysis Users

• ICSTORe- Tack Order,
• ICSTORe Book Definition
• ICSTORe Advanced Query
• QuickView
• CRISP Plus
• IQR
• CRISP on the Web
• QVR
• ECB
• Ad Hoc Reporting
• Commons Status Reporting
• IRDB TechView
• IMPP TechView
• Business Area Query Screens

22
Categories of Users
Query Tools Methods

• QuickView Status Users
• Scientific Query Users
• Advanced Query Users
• Business Area Specific Users
• Document Tracking Users
• Program/IC Portfolio Users
• Peer Review Users
• Finance Budget Users
• Program Analysis Users

• ICSTORe- Tack Order,
• ICSTORe Book Definition
• ICSTORe Advanced Query
• QuickView
• CRISP Plus
• IQR
• CRISP on the Web
• QVR
• ECB
• Ad Hoc Reporting
• Commons Status Reporting
• IRDB TechView
• IMPP TechView
• Business Area Query Screens (ICO)

23
Categories of Users
Query Tools Methods

• QuickView Status Users
• Scientific Query Users
• Advanced Query Users
• Business Area Specific Users
• Document Tracking Users
• Program/IC Portfolio Users
• Peer Review Users
• Finance Budget Users
• Program Analysis Users

• ICSTORe- Tack Order,
• ICSTORe Book Definition
• ICSTORe Advanced Query
• QuickView
• CRISP Plus
• IQR
• CRISP on the Web
• QVR
• ECB
• Ad Hoc Reporting
• Commons Status Reporting
• IRDB TechView
• IMPP TechView
• Business Area Query Screens REV

24
Categories of Users
Query Tools Methods

• QuickView Status Users
• Scientific Query Users
• Advanced Query Users
• Business Area Specific Users
• Document Tracking Users
• Program/IC Portfolio Users
• Peer Review Users
• Finance Budget Users
• Program Analysis Users

• ICSTORe- Tack Order,
• ICSTORe Book Definition
• ICSTORe Advanced Query
• QuickView
• CRISP Plus
• IQR
• CRISP on the Web
• QVR
• ECB
• Ad Hoc Reporting
• Commons Status Reporting
• IRDB TechView
• IMPP TechView
• Business Area Query Screens ICO

25
Categories of Users
Query Tools Methods

• QuickView Status Users
• Scientific Query Users
• Advanced Query Users
• Business Area Specific Users
• Document Tracking Users
• Program/IC Portfolio Users
• Peer Review Users
• Finance Budget Users
• Program Analysis Users

• ICSTORe- Tack Order,
• ICSTORe Book Definition
• ICSTORe Advanced Query
• QuickView
• CRISP Plus
• IQR
• CRISP on the Web
• QVR
• ECB
• Ad Hoc Reporting
• Commons Status Reporting
• IRDB TechView
• IMPP TechView
• Business Area Query Screens ICO

26
To retain the unique requirements of each
interface/access method while eliminating
unnecessary duplication
The Challenge
27
Plan for Analysis

• 4 Main Tasks

28
Task 1 For each eRA Query tool and access
methods listed, complete a fact sheet that
describes the following

• Target community
• Primary objectives
• Unique or special features
• Other similar or overlapping tools
• Early recommendations on how to improve
• Components used for the following
• Online viewing
• Output methods
• Output format options
• Query parameter objects
• Query fields
• Hitlist options
• Sample for ICSTORe included

29
Based on data collectedin Task 1, develop a
matrix that lists every component available and
show which tools/access methods use which
component.
Task 2
30
Sample Task 2 MatrixComponent to Query Tool
Adv.Q
ICO
QV
QVR
Custom HL
custom hitlist
Custom Query
Dual PO
save Query
31
Develop a matrix of query fields showing all
query fields availablein eRA query retrieval
tools, and show which tools use which query
fields. This will help identify duplicative
user interfaces and tools
Task 3
32
Sample Task 3 MatrixQuery Field to Query Tool
PI
PO
PCC
IC
ICO
QV
CRISP
Adv.Q
QVR
33
Task 4 Recommend

• Requirements for eRA Query Retrieval
• Components needed for new environment
• Duplicate and unnecessary objects to eliminate
• User Interfaces needed to satisfy unique
  requirements for different categories of users
• User Interfaces that can be
• merged to minimize
• duplication
• User Interfaces that should
• be eliminated

34
What this analysis doesnt do

• Doesnt recommend design of needed components or
  objects
• It recommends only WHAT, not HOW!

Caution

• Analyses is limited to what already exists in eRA
• Must add to this new ideas!

35
Mapping of needed components to needed user
interfaces
Task 5
36
RAE Tool Analysis
37
Sample Task 1 Fact Sheet for ICSTORe Track
Order Screen

• Target user community

• DEA office that tracks and files
  Summary Statements within a Council
  Round for IC
• IC office that prepares
  Council Books
• Program Directors that track and file
  Summary Statements within a Council Round for
  portfolio

38
Sample Task 1 Fact Sheet for ICSTORe Track
Order Screen, cont.

• Primary objectives
• Query
• Quick easy way for tracking Summary Statements
  and other documents released within a Council
  Round for the users primary duals applications
• Hitlist
• Provides default hitlist for Track Order users
• Provides customizable hitlist for more advanced
  users
• Output format selection
• Provides Central Print at CIT for bulk printing
• Provides Merge and Zip PDF files for local
  printing
• Provides ability to export customized hitlist to
  Excel

39
Sample Task 1 Fact Sheet for ICSTORe Track
Order Screen, cont.

• Unique Features

• Query on POs PCCs for users primary dual
  applications
• Queries by User ICs council date which may be
  different from primary ICs council date
• Tracking to easily identify docs released since
  last check
• Selection of desired document from drop-down list
  (Sum.Stmnt.,Resume, Abstract)
• Customizable Hitlist
• Central Print at CIT for bulk printing
• Merge and Zip PDF files for local printing
• Export customized hitlist to Excel
• Save and share named queries

40
Sample Task 1 Fact Sheet for ICSTORe Track
Order Screen, cont.

• Other similar tool(s)
• QVR for output format options
• ICO for query by dual PO, PCC, and Council Date
• Early Recommendations
• Separate the query, hit list, and output format
  selection
• Separate selection of desired document from query
• Separate ordering from tracking
• Provide ability to save customized hit list with
  a named query

41
Sample Task 1 Fact Sheet for ICSTORe Track
Order Screen, cont.

• Components used
• Online viewing
• GUM
• Grant Folder

• Output methods
• View doc
• Merge/Zip doc
• Export hitlist to Excel
• Grant Folder

• Output format options
• Documents
• No reports

42
Sample Task 1 Fact Sheet for ICSTORe Track
Order Screen, cont.

• Components used, cont.
• Query Parameter Objects
• Query parameters TBD
• Pull down lists
• Special selects (incl. Duals)
• Save/retrieve query
• Share queries (private vs. IC-specific)
• Query on POs and PCCs for users for primary
  dual applications
• Queries by Users ICs council date which may be
  different from primary ICs council date
• Tracking option to easily identify docs released
  since last check

43
Sample Task 1 Fact Sheet for ICSTORe Track
Order Screen, cont.

• Components used, cont.
• Hitlist
• Default hitlist for tracking Summary Statements
• Select desired document (Sum.Stmnt., Abstract,
  Resume)
• Customizable hitlist
• Sorting by column header buttons
• Select checkbox w/Select all/deselect all
• Order number
• Resequence by Order number
• Book Definition
• Divide hitlist in 2 sections with different sorts
• Nested sorting
• Ascending/Descending sorting by column
• Sort by value
• Save Book Definition