# Presentation: 553977

## New Featuresof theElectronic Council Bookand theQuery/View/Reporting System 

- Presentation to the EPMC
**April 18, 2001**

## 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

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

- 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

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

- 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

- Thorsten Fjellstedt, NIEHS,
-  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**

## Features of Staff and Council ECB

- Select council round
- Select multiple council rounds
- Select multiple IC’s
- 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

- Staff Version

- Council Version

## 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, ECB CAM and IRDB**

- ECB Web Servers

- Data in (write)

- Data out (read only)

## NIH Web Portal Page

## NIH Staff ECB Logon Screen

**Location for**
** ****technical or**
** ****status notes**

- URL of the Staff ECB
- http://staffecb.nih.gov/staffecb/login.cfm

## Primary Search Screen--Staff Version

- New
- search
- parameters

## Program Class Code Search 

**Use when you **
**need to search**
** ****on multiple PCC**
**at one time.**

## 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

## Program Class Code Search 

**Search can**
**INCLUDE**
** ****or EXCLUDE**
**activity codes**

## Search on Text String

**Select to search on project**
** ****title, summary statement**
**text or both.**

## Search for Applications Without Summary Statements

**Select to get a listing of**
**all applications for which**
** ****there are no summary**
**statements.**

## 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. **

## Search on Direct Cost--Any Year

**Enter the dollar**
**amount without**
**any commas.**

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

## Output Options--Standard Hit List

**Select**

## ECB--Standard Hit List

**Select to retrieve**
** “****Hit List Help”**
**for downloading**
**summary statements**

## Hit list Help Screen for Summary Statement Download

## ECB--Standard Hit List

**ECB--Standard Hit List**

**Select to check all boxes**
**or**
** ****check boxes individually**

**Note:  This option**
** ****will appear when**
** ****the user is set up**
** ****to print at CIT**

## Download Summary Statements as One PDF File

**Download Summary Statements as One PDF File**

**Select**

## Download Summary Statements as One PDF File

**Download Summary Statements as One PDF File**

**Select**

## Download Summary Statements as One PDF File

**Download Summary Statements as One PDF File**

**Select**

## Download Summary Statements as One PDF File

**Download Summary Statements as One PDF File**

**Select**

## Estimated Download Time

**This box indicates**
**the time required to **
**download the file**
**at various data**
**transmission speeds.**

**Select**

## Downloaded SS in Adobe Acrobat

## Download SS in a Zip File

**Select**

## Select Format of File to Download

## Select Format of File to Download

**Select format**
**of**
** ****summary statement.**

## Select Format of File to Download

**Select form**
**of file.**

## Download SS in a Zip File

**Select**

## Download SS in a Zip File

**Select**

## Download SS in a Zip File

**This is standard file name.**
**You my wish to change it.**

## Opening WinZip

**Select**

## Opening WinZip

**Click open to open an archive**

## Opening WinZip

**Select this file**

**Open**

## Opening WinZip

**Select file**

## Viewing Summary Statement

## Output Options--Resume’ Hit List

**Select**

## ECB--Resume’ Hit List

## Building and Saving a Query

**Select Council rounds**

## Building and Saving a Query

**Building and Saving a Query**

**Select mechanisms**

**Select sort order**

**Select**
** “****Primary Projects Only”**

## Building and Saving a Query

**Select**

**Note: If no summary statement**
**exists there will not be a check box.**

## Building and Saving a Query

**Building and Saving a Query**

**Fill in Query Name**
**and**
**Query Description**

## Building and Saving a Query

**Select**

## Building and Saving a Query

## Retrieving a Saved Query

**Select**

## Retrieving a Saved Query

**Note: Query Description**

**This deletes**
**the query**
**from your list**

**Click here**
**to**
** ****select query**

## Primary Search Screen--Staff Version

**Select**

## ECB--Custom Download

**Click on items**
**in this box and**
**they will appear**
**in the box on the**
**right.**

**Click on items in**
**this box to**
**“****de-select” them. **

## Saving List of Items for Download

**Select**

## Saving List of Items for Download

**Enter Title**

**Select**

## Retrieving List of Items for Download

**Select**

## Retrieving List of Items for Download

**Select**

## Download Data in HTML Format

**Select**

**Box is filled**
** ****in with**
** ****retrieved list**

## Data in HTML Format

## Download Data in Spreadsheet Format

**Select**

## Download Data in Spreadsheet Format

**Select**

**Choose either**
** ****to open directly**
** ****or to save**
** ****to disk first**

## Download Data in Spreadsheet Format

**Rename file**
** ****as needed**

**Select**

## ECB--Custom Download Excel Spread Sheet

## Custom Download--Data Elements

- <date/time>

**Custom Download--Data Elements**

## The Query/View/Reports SystemWhat 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.***** **

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

## QVR Search Screen

**QVR Search Screen**

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

## QVR Search Screen

**QVR Search Screen**

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

## QVR Search Screen

**QVR Search Screen**

**Select**
**Project Status**

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

## 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**

## QVR Search Screen

**QVR Search Screen**

**Select**

## QVR Search Screen-Review/Program

**QVR Search Screen-Review/Program**

**Review group**
**and**
**Special Emphasis Panel**
**information**

## QVR Search Screen-Review/Program

**QVR Search Screen-Review/Program**

**Score Range**

## 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**

## 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**
**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**

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

## QVR Search Screen-Application ID

**QVR Search Screen-Application ID**

**Note:**
**User ONLY needs to**
** ****fill in the boxes**
** ****necessary to find**
** ****the application**
** ****or grant**

## QVR Search Screen-Application ID

**QVR Search Screen-Application ID**

**Enter**
**RFA/PA number**
**as**
**DK00-003**

## QVR Search Screen-Budget

**QVR Search Screen-Budget**

**Select**

## QVR Search Screen-Budget

**QVR Search Screen-Budget**

**Enter range**
**of funds**

**Note:**
**Options**

## QVR Search Screen-Budget

**QVR Search Screen-Budget**

**Search on**
** ****single or**
** ****multiple CANs**

## QVR Search Screen-Text Search

**QVR Search Screen-Text Search**

**Select**

## QVR Search Screen-Text Search

**QVR Search Screen-Text Search**

**Enter text string such as **
**“****endocrine disruptors”**

## QVR Search Screen-Text Search

**QVR Search Screen-Text Search**

**Boolean logic operators**

## QVR Search Screen-Text Search

**QVR Search Screen-Text Search**

**Options to search in **
**summary statement,**
** ****project title or both**

## 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-Sort Options

**QVR Search Screen-Sort Options**

**Sort option**
**is an**
**“****ordered Pick List.”**
**The order of**
** ****the items picked**
** ****will dictate**
** ****the sort order.**

## QVR Search Screen-Output Options

**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**

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

- <date/time>

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

## 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**

## Example Search using the QVR

**Example Search using the QVR**

**Select IC**

**Select “Awarded”**

**Select “Fiscal Year”**

## Example Search using the QVR

**Example Search using the QVR**

**Select **

## Example Search using the QVR

**Example Search using the QVR**

**Select “Activity Codes”**

## Example Search using the QVR

**Example Search using the QVR**

**SBIR/STTR**
**“****Activity Codes”**

## Example Search using the QVR

**Example Search using the QVR**

**Select**

## Example Search using the QVR

**Example Search using the QVR**

**Select to**
**eliminate item**

## Example Search using the QVR

**Example Search using the QVR**

**Select to**
**add items**

## Example Search using the QVR

**Example Search using the QVR**

**Select**
**“****Output” format**

**Select**

## QVR--Basic Output

**Select**

## QVR--Snapshot

**QVR--Snapshot**

## QVR--Basic Output

**Select**

## QVR--Summary Statement

## QVR--Basic Output

**Select**

## QVR--Custom Download

**QVR--Custom Download**

**Select**

## QVR--Custom Download

**Select items**

## QVR--Custom Download as HTML

**Select**

## QVR--Custom Download as HTML

**QVR--Custom Download as HTML**

## QVR--Custom Download into Excel

**Select**

## QVR--Custom Download into Excel

**Select**

## QVR--Custom Download into Excel

**Enter File Name**

**Select**

## QVR--Custom Download into ExcelOpen Excel and Open file

**QVR--Custom Download into Excel*****Open Excel and Open file***

## Standard Report OptionProof of Concept

**Standard Report Option*****Proof of Concept***

**Select**
**“****Output” format**

**Select**

## Standard Report OptionProof of Concept

**Standard Report Option*****Proof of Concept***

**Work is underway**
** ****to develop a series**
** ****of output formats**
** ****and store them**
** ****on the server**

**Select**

## Standard Report OptionProof of Concept

**Standard Report Option*****Proof of Concept***

**The Template File**
** ****contains “macros”**
** ****to format the data file**

**Data File**

## Standard Report OptionProof of Concept

**Standard Report Option*****Proof of Concept***

## The ECB, QVR and CAM Priorities and Enhancement Plans

***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**

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

## 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**

## 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**