# Presentation: 779895

## The Query/View/Reporting System(QVR)Update and New Features

- eRA Workshop
- May 10, 2002

## Outline of Presentation

**Who is involved in development of the ECB/QVR systems**
**Plans for the ECB and QVR systems**
**New**** features of the QVR system**
**Brief demonstration of QVR**
**Plans for incorporating IC specific data**

## The Electronic Council Book-Query/View/Report Partnership

***Office of Extramural Research***
- Jim Cain
- Tim Twomey

***Center for Information Technology***
- Pete Morton
- Tom Mason
- Don Tiedemann
- Cathy Buckley
- Carolyn McHale

***ECB-QVR Steering Committee***
- Thorsten Fjellstedt, Chairperson
- Representatives from most ICs

## ECB-QVR Steering Committee Representatives from all ICs are welcome

- 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

***ECB-QVR Steering Committee****** ***Representatives from all ICs are welcome

- Robbin Barr, NIA
- Karin Bashir, NIA
- Anne Clark, NHLBI
- 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

- Thorsten Fjellstedt, NIH,
-  Chairperson

## The Electronic Council BookWhat is it?

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

**Extramural staff resource**

**Accessible from anywhere**

**Integrated with the eRA project**

## The Query-View-Reporting SystemWhat is it?

**The QVR is a web-based, decision support system for Extramural Staff.**

**Allows access to all applications and grants in the IMPAC II database**

**Accessible from anywhere**

**Integrated with the eRA project**

## The ECB Priorities and Enhancement Plans

***Update Council Version of ECB (FY 2001)***
**Save queries/Save hit list**
**New version of hit lists**
**Summary statement download as PDF and Zip file**

***Redesign Council Administration Module***
***(FY 2001, 2002)***
**Early council concurrence**
**Enhancements to assignment module**
**Redesign approval module**
**Performance improvements**
**Expand reporting options**
**Import council member data from IMPAC system**
**Integrate functionality of council sweep into CAM**

## The QVR Priorities and Enhancement Plans

***Launch Basic QVR System (FY 2001)***
**Access funded projects**
**Grant snapshot**
**Notice of Grant Award**
**Save queries/Save hit list**
**New version of hit lists**
**Summary statement download as PDF and Zip file**
**Download IMPAC II data to spread sheet**

## The QVR Priorities and Enhancement Plans

***Enhancement to QVR systems***
***(FY 2002 and 2003)***
**PI history**
**Application history**
**Shared queries**
**Pre-formatted reports (first five)**
**Pre-formatted reports (second five)**
**Sub-projects and Sub-project abstracts**
**Additional search features**
**Access application image (under development)**
**“****Abstract” Standard Report**
**Access IC specific data**
**On-line training tools**
**Access publication data**
**Access joint funding data**

**Completed**

**Completed**

## Council Members

- <date/time>

- IMPAC II
- IRDB
- (ECB Tables)

**ECB/QVR**
- Staff Version

**ECB**
- Council Version

**ECB** Administrator Module (**CAM**)

**Council Members**

**NIH Staff**

- AXD Data

- AXD Data

- Grant Info

- Council AXD Data

- Grant Info

**Relationship of NIH ECB, QVR, CAM and IRDB**

- ECB/QVR Web Servers

- Data in (write)

- Data out (read only)

## NIH Web Portal Page

**NIH Web Portal Page**

## Query/View/Reporting System (QVR) Logon Screen

**Query/View/Reporting System (QVR) Logon Screen**

**                          **

**URL for QVR System**
- _[http://qvr.nih.gov/qvr/login.cfm](http://qvr.nih.gov/qvr/login.cfm)_
**Please Bookmark**

## QVR Search Screen

**QVR Search Screen**

**Screen**
**navigation**
**items**

**Message location**

**Retrieves previously**
**saved query criteria**

**Clear default criteria**

**“****Search”**
**Or**
**“****Submit” button**

## New QVR Search Screen

**New ****QVR Search Screen**

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

**Select**
**Project Status**

## Project Status Options

**Awarded**
**Cancelled**
**NRFC**
**Pending**
**Pending Award**
**Pending Council**
**Pending IRG**
**Terminated**
**To be Paid**
**Unknown**
**Withdrawn**

## New QVR Search Screen

**New ****QVR Search Screen**

***New Feature***
**User can enter**
**a series of**
**Project Status Codes**

**Help document**

## Help Screen—Project Status Codes

**Help Screen—Project Status Codes**

## QVR Search Screen

**QVR Search Screen**

**Selection options:**
**Fiscal Year**
**Council Round**
**or**
**Budget Period**

## QVR Search Screen-PI/Institution

**QVR Search Screen-PI/Institution**

**Select**

## QVR Search Screen-PI/Institution

**QVR Search Screen-PI/Institution**

**Note:**
**Selection options**
** ****allow for**
** ****partial names**

***New Feature***
**User may select**
**one or more**
**Institution Type**

## Institution Types

**Institution of Higher Learning**
**Research Organization/**
**Institute/Foundation/Laboratory**
**Independent Hospitals**
**Educational organization other than**
**Institution of Higher Learning**
**Other Health/Human Resource/**
**Environmental/Community Services**
**Other **

## QVR Search Screen

**QVR Search Screen**

**Select**

## QVR Search Screen-Review/Program

**QVR Search Screen-Review/Program**

**Click on**
**drop-down menu**

## QVR Search Screen-Review/Program

**QVR Search Screen-Review/Program**

**Note:**
**Selection options**

## QVR Search Screen-Review/Program

**QVR Search Screen-Review/Program**

**Select for report**
**of all applications**
** ****without**
**summary statements**

**Summary Statement**
** ****Release Since**

## QVR Search Screen-Review/Program

**QVR Search Screen-Review/Program**

**Allows for search**
**on multiple**
**Program Class Codes**

**Program Class Codes**
**Individual data elements**

**Note: Main**
** ****or**
** ****All PCC**

## Advanced Program Code Search Multiple Program Class Codes 

**Example: **
**            ****7C1234AB,4C1234AB,4B1234AB**

## 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%

## 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

## QVR Search Screen-Review/Program

**QVR Search Screen-Review/Program**

**Requires only**
** “****partial” name**

**Name of **
**Project Officer**
**or**
**Program Official**

## QVR Search Screen-Review/Program

**QVR Search Screen-Review/Program**

**Enter funds**
**without**
**punctuation**

**Search on direct**
**costs in ANY year**
**that meet the**
** ****criterion selected**

## QVR Search Screen-Application ID

**QVR Search Screen-Application ID**

**Select**

## QVR Search Screen-Application ID

**QVR Search Screen-Application ID**

**Select any**
**Application Type**
**or group of**
**Application Types**

**Select any**
**Activity Code**
**or group of**
** ****Activity Codes**

**Activity Codes**
**may be**
**INCLUDED in**
**or**
** ****EXCLUDED from**
** ****a search**

## QVR Search Screen-Application ID

**QVR Search Screen-Application ID**

***New Feature***
**User may enter**
**a series of**
** ****Application IDs**

***New Feature***
**User may enter**
**a series of**
** ****Project Numbers**

***New Feature***
**User may enter a series of “Announcements”**

## QVR Search Screen-Budget

**QVR Search Screen-Budget**

**Select**

## QVR Search Screen-Budget

**QVR Search Screen-Budget**

**Select**

## QVR Search Screen-Budget

**QVR Search Screen-Budget**

**Note options**
** ****for selecting**
** ****FUNDED projects**

## QVR Search Screen-Budget

**QVR Search Screen-Budget**

**Note option for selecting**
**Budget Mechanism Categories**

## Budget Mechanism Categories

**Construction**
**Other**
**Other Research Related**
**Research Centers**
**Research Projects**
**SBIR-STTR**
**Training-Individual**
**Training-Institutional**
**Unknown**
**Intramural - *****Future Version***
**Contracts - *****Future Version***

## QVR Search Screen-Budget

**QVR Search Screen-Budget**

**Enter**
**Budget Period**
**(Optional)**

**Enter**
** ****Dollar Amounts**
**(optional)**

**Note:**
**Options**

**User can select single or multiple CANs**

**Note options**

**Note**
**options**

## QVR Search Screen-Text Search

**QVR Search Screen-Text Search**

**Select**

## QVR Search Screen-Text Search

**Enter text string such as **
**“****Chemical mixtures”**

***New Features***
**This section has been reorganized and enhanced**

## QVR Search Screen-Text Search

**QVR Search Screen-Text Search**

**Boolean logic operators**

## QVR Search Screen-Text Search

**Enter text string such as **
**“****Chemical mixtures”**

**Note options**

**By selecting “Exact Phrase Match” a search on “Rett” syndrome will not retrieve “cigarette” or other terms that contain the character string—”rett” **

## QVR Search Screen-Search Abstract

**QVR Search Screen-Search Abstract**

**Note options**

## QVR Search Screen-CRISP Search

**QVR Search Screen-CRISP Search**

**Note options**

## QVR--Abstract and CRISP Terms

**QVR--Abstract and CRISP Terms**

**Note: CRISP terms**

## QVR Search Screen-Special Selects

**QVR Search Screen-Special Selects**

**Select**

## QVR Search Screen-Special Selects

**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. **

## QVR Search ScreenOutput and Sort Options

**QVR Search Screen****Output and Sort Options**

**Output option**
**control the**
** ****Sort options available**

**Select**

## New QVR Search ScreenOutput and Sort Options

**New**** QVR Search Screen****Output and Sort Options**

**Note the different**
**output option for**
** ****Standard Hit List (Detailed)**

**Note: Ascending and Descending options**

**Report Option**
**has a series of “Standard Reports”**

## QVR Search Screen Output and Sort Options

**Standard Hit List (Basic)**
**One-line hit list containing the application number, Links*, PI name and title**
**Standard Hit List (Detailed)**
**Two-line hit list containing the items above and RFA/PA, Council round,**
**Priority score/percentile score, IRG, IC-PCC and institution**
**Summary Hit List**
**Same as above but provides the Print Central, PDF download and ZIP file download of groups of summary statement (See next slide) **
**R****é****sum****é**** Hit List**
**Same as Standard Hit List (Detailed) *****PLUS***** the R****é****sum****é**** and Summary of Discussion (from the Summary Statement)**
**Reports Option**
**A series of pre-formatted reports in either Excel or MS Word**
**Custom Download**
**Allows the user to search the IMPAC II database**
**and select data elements for download into an Excel spreadsheet**

## Summary Statement Search Strategy

**Hit List**

**Selected Summary Statements**

**Summary Statement Search Strategy**

**Search**
**Screen**

**Print**
**Central**

**PDF**

**ZIP**
**File**

## QVR Search ScreenOutput and Sort Options Links

**Both the “Standard Hit List (Basic)” and the “Standard Hit List (Detailed)” provide *****links***** to:**
**Summary statement**
**Snapshot**
**PI history**
**Application history**
**Notice of Grant Award (NGA)**
**Abstract (funded projects)**
**Sub-project abstract (funded projects)**
**________________________________________________________**
***To be added to the QVR system soon***
**Application image (PDF format with bookmarks)**

## Downloadable Data Elements in QVR SystemMarch 7, 2001

- <date/time>

**Downloadable Data Elements**** in QVR System****March 7, 2001**

**Now approximately 150 data element**
**downloadable from IMPAC II**

## Optional QVR Quick Search Screen

**Optional ****QVR Quick Search Screen**

**Select**

## Optional QVR Quick Search Screen

**Optional ****QVR Quick Search Screen**

**Select**

## Optional QVR Quick Search Screen

**Optional ****QVR Quick Search Screen**

**Top of Search Screen**

## Optional QVR Quick Search Screen

**Optional ****QVR Quick Search Screen**

**Bottom of Search Screen**

## Example Search using the New QVR

**All grants awarded by NIAMS in Fiscal Year 2001**
**Sort by Activity**
**Within Activity sort by Priority Score**

## Example Search using the QVR System

**Example Search using the QVR System**

**Select IC**

**Select “Awarded”**

**Select “Fiscal Year”**

## Example Search using the QVR System

**Example Search using the QVR System**

**Select**

## Example Search using the New QVR

**Example Search using the ****New**** QVR**

**Select**

## Example Search using the New QVR

**Example Search using the ****New**** QVR**

**Select**

## Example Search using the New QVR

**Example Search using the ****New**** QVR**

**Select**

## Example Search using the New QVR

**Example Search using the ****New**** QVR**

**Select Output Option**

## Example Search using the New QVR

**Example Search using the ****New**** QVR**

**Note:  Different**
** ****Sort List**
** ****for different**
**“****Output Options”**

## Example Search using the New QVR

**Example Search using the ****New**** QVR**

**(1)**
**Select**
**Sort order**

**(2)**
**Select**

## QVR--Basic Output

**QVR--Basic Output**

**Select**

## QVR--Snapshot

## QVR--Basic Output

**QVR--Basic Output**

**Select**

## QVR--Abstract and CRISP Terms

**QVR--Abstract and CRISP Terms**

**Note: CRISP terms**

## QVR--Basic Output

**QVR--Basic Output**

**Select**

## QVR--Summary Statement

## QVR--Basic Output

**QVR--Basic Output**

**Select**

## QVR--Notice of Grant Award

**QVR--Notice of Grant Award**

## QVR--Basic Output

**QVR--Basic Output**

**Select**

## QVR—Sub-Project Basic Output

**QVR—Sub-Project Basic Output**

**Select**

## QVR—Sub-Project Abstract with CRISP Terms

**QVR—Sub-Project Abstract with CRISP Terms**

## QVR--Application History

**QVR--Application History**

**Select**

**Return to “Basic hit list (Detailed)”**
**and scroll to bottom of page**

## QVR--Application History

**QVR--Application History**

## QVR--Application History

**QVR--Application History**

**Scroll to bottom of page**

## QVR—Principal Investigator History

**QVR—Principal Investigator History**

**Select**

**Return to “Basic Hit List (Detailed)”**
** ****and Scroll to bottom of page**

## QVR—Principal Investigator History

**QVR—Principal Investigator History**

## QVR—Principal Investigator History

**QVR—Principal Investigator History**

**Scroll to bottom of page**

## QVR—Query Exercise Search Strategy

**Basic**
**Hit List**

**Selected**
**Records**

**Snapshot**
**PI History**
**Grant History**
**Abstract**
**Summary**
**NGA****Sub-Project**

**HTML**

**Excel**
**Spreadsheet**

**Standard Reports**

**QVR—Query Exercise Search Strategy**

**Search**
**Screen**