# Program Portal JAD Meeting

**Date:** April 22, 2002

**Time:** 1:00--4:00 p.m.

**Location:** NGIT, 1700 Research Blvd., 4^th^ Floor Conference Room

**Advocates:** Bud Erickson, Carlos Caban

**Analyst:** Krishna Collie

**Next Meeting**: TBD

## Action Items

-   Provide a demonstration of the Program portal with search
    capabilities and the Pre-Submission and General Resources features
    at the next meeting. *Concern*: Access to the NLM journal site is
    restricted by IP. Christo needs access or another search site to
    work with to demonstrate the search capabilities.

## Overall Status of Portal

Carlos Caban explained that he had met with the developers regarding
issues that have slowed the development of the Program Portal. The
overall direction of eRA and the advent of Kalpesh Patel's new direction
and timelines have influenced the Program Portal's development. IMPAC II
is moving to J2EE, which means different underlying mechanics and a
different development approach.

The eRA portal will be a java portal with java modules. It will have
commonalities to all groups as well as be configured for individual
groups, including Program. When a user logs into the eRA portal, s/he is
identified by the system and a default set of functionality populates
their portal interface. The user can subscribe to individual
applications offered by the eRA portal within the parameters of their
permissions.

This new direction does not inherently change the Program Portal's
functionality, only that it will no longer be a vertical, standalone
portal, but rather a java module of the eRA portal. Consequently, this
JAD will address the use cases and data elements for the Program Portal
module, rather than the portal as a whole.

The JAD goal is to design how Program users will use the system and
validate the use cases to be sure all functions have been captured. Once
the JAD confirms the data elements, developers will begin to build the
Program Portal module. With the new architecture, developers can release
modules and then easily modify them.

The next steps in the process include screen elements and workflow
followed by the next prototype and user interface for the Program
Portal. The Critical Design Review (CDR) takes place in July.

## Scope Document

Krishna reviewed the Scope document, pointing out the description in
Section 1.1 that says:

> *The focus of the portal will be on the Program Official's portfolio,
> which consists of a list of applications in their respective phases
> throughout the application lifecycle, from pre-submission through
> post-award activities. The portal will allow POs to monitor and track
> the status of each application as it moves through the different
> phases. In addition to tracking and monitoring the applications in the
> portfolio, the portal will allow users to access various\
> IMPAC II systems, their IC's intranet, the Internet and other
> Web-based applications.*
>
> *The first release of the Program Portal will consist of integrating
> the online list of applications (i.e., the PO's portfolio) with
> existing IMPAC II and eRA applications.*

He also highlighted Section 1.2, *Purpose*:

> *Release 1 will deliver the base functionality for the users, which
> will be sufficient to verify that the basic portfolio infrastructure
> (application information, application workflow states, etc.) features
> (grant folder, ECB, calendar, etc.) and links (Medline, OER website,
> Pub-Med site, etc.) have been built successfully. Release 2 will
> follow shortly afterwards, delivering the full set of features that
> are necessary for complete application lifecycle...*

### Single Logon

Single logon is in development and, for its first version, will provide
access to IMPAC II applications only. Passwords will be stored in an
Oracle database in a user's logon section and will be encrypted or
hashed for security.

## Review of Feature Table

### Pre-Submission

The group agreed to the following changes and additions to the
Resources/Links of the Pre-Submission category (changes and additions
are in boldface/italics):

-   Link to NIH Guide that describes PA/RFA ***in your IC and area***

-   Link to Standard Forms (OER website)

-   Link to Human Subject guidelines

-   Link to Animal Subject guidelines

-   Lin to NIH Guide search

-   Link to Submission dates on the 398

-   Link on CSR Study Sections List
    ([www.csr.nih.gov/refrev.htm](http://www.csr.nih.gov/refrev.htm))

-   Link to recent ***IC-specific*** policy updates

-   Link to Electronic Referral guidelines

-   ***Link to CRISP***

-   ***Link to Peer Review***

-   ***Include a way to add or delete a website link***

-   ***Link to "My News" on the OER website (intranet and extranet)***

-   ***Link to the Review guidelines for OER and CSR***

-   ***Link to recent policy updates for POPOF***

-   ***Link to the OER website***

-   ***Flag or date recent update/change sections***

-   ***Include a "Latest News" section, that would note relevant policy
    changes***

### General Resources

The group discussed the following topics regarding the Program Portal:

-   How to filter information by using search options.

-   How to have specific information for POs available, i.e., specific
    policy pages for Program from the NIH Guide.

-   Flagging, filtering and highlighting features.

-   Ability to predefine parameters to bring in information.

-   For Porpoise, providing a button that opens a window with default
    search parameters for POs.

-   Providing the General Resources section with default parameters for
    POs and the ability to customize from a master list.

-   Provide the ability to send one person's portal default parameters
    to another person. The group noted, however, that it might be better
    to have more links from which to choose so that people can pick what
    they want to customize their portal interface.

The group agreed to the following changes and additions to the
Resources/Links of the General Resources category (changes and additions
are in boldface/italics):

-   Link to NIH Library (Porpoise? Download of weekly citations by
    journal or investigator). ***Provide a button that opens a window
    for Porpoise with default search parameters for Program
    Officials.***

-   ***Link to on-line journals in the NIH Library and provide the
    ability to pick selected journals.***

-   PubMed (NLM Home page).

-   ***Link to QVR and ECB.***

-   ClinicalTrials.com.

-   NIH Yellow Sheet (NIH calendar of events for the upcoming month).

-   My Portfolio contact list (based on all grants assigned to PO or
    access to Scientific societies. Automatic updates, List of grants
    regardless of status).

-   Contact list for POs. (Link to top 100 to 200, based on NIH
    applications that were funded/submitted, and provide a link to the
    university website and faculty directory.)

-   Link to staff directories for all universities.

-   Access to CRISP Plus, CRISP, QV, ICSTORe.

-   ***Access to the Electronic Notification System (ENS) via the OER
    intranet.***

-   RFA/PA formats (OER intranet).

-   Searching NIH Guide for active RFA.

-   Link to OER homepage.

-   Link to IC policy page/intranet.

-   **Action: Provide a demonstration of the Program Portal with search
    capabilities and the Pre-Submission and General Resources features
    at the next meeting. *Concern*: Access to the NLM journal site is
    restricted by IP. Christo needs access or another search site to
    work with to demonstrate the search capabilities.**

## Next Meeting

Sandy Seppala will send a notification and information regarding the
next meeting, which has not been set yet.

## Attendees

Andonyadis, Christo, OD

Asanuma, Chiiko, NIMH

Caban, Carlos, OD

Chatterjee, Ranesh, NGIT

Collie, Krishna, RNSolutions

Duncan, Rory, NIAID

Fisher, Richard, NEI

Khatri, Swati, NGIT

Lederhendler, Israel, NIMH

Martin, Michael, Z-Tech

Pearson, Johnnie, Z-Tech

Seppala, Sandy, LTS/OCO

Serrano, Jose, NIDDK

Skinner, Andrew, NIMH/IMC

Tabor, Derrick, NGIMS

Walker, Cathy, OD