# Presentation: 406210

## Plan for Architectural Analysis for Identifying Query & Retrieval Components

- <date/time>

**Plan for Architectural ****Analysis for Identifying ****Query & Retrieval ****Components**

## Component types needed 

**to support Query & Retrieval**** **

**Query &**
**Retrieval**
**Architecture**

## 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

## QV

**QV**
**Overview**
**Screen**

**GUM**
**Applic. &**
**Admin.**
**Review**
**Blocks**

## 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

## Slide 6

## 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

## Slide 8

## 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)

## Slide 10

## 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
* *

## Slide 12

## 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.

## Types of Users

- Quick View Users

- Scientific Query Users
- Regular
- Power

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

## Types of Users, cont.

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

- Finance & Budget Users
- Program Analysis Users

## 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

## 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

- 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

_**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

- 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

_**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

- 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

_**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

- 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]

_**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

- 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

_**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

- 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)

_**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

- 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]

_**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

- 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]

_**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

- 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]

_**Categories of Users**_

_**Query Tools & Methods**_

## To retain the unique requirements of each interface/access method while eliminating unnecessary duplication

- The** Challenge:**

## 4 Main Tasks

**Plan for Analysis:**

## 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

## Based on data collectedin Task 1, develop a matrix that lists every component available and show which tools/access methods use which component. 

**Task 2:**

## Sample Task 2 MatrixComponent to Query Tool

- QV

- Adv.Q

- QVR

**Sample Task 2 Matrix****Component to Query Tool**

- Custom
-  HL

- custom
- hitlist

- Custom
- Query

- Dual PO

- save
- Query

- ICO

## Develop a matrix of query fields showing all query fields availablein eRA query & retrieval tools, and show which tools use which query fields. This will help identify duplicative user interfaces and tools

**Task 3:**

## Sample Task 3 MatrixQuery Field to Query Tool

**Sample Task 3 Matrix****Query Field to Query Tool**

- IC

- PI

- PO

- PCC

- ICO

-  QV

-  CRISP

-  Adv.Q

-  QVR

## 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

## What this analysis doesn’t do:

- Doesn’t 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!

## Mapping of needed components to needed user interfaces

**Task 5:**

## RAE Tool

**Analysis**

## 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

## 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 user’s 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

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

- Unique Features:

- Query on POs & PCCs for user’s primary & dual applications
- Queries by User IC’s council date which may be different from primary IC’s 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

## 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

## 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

## 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 user’s for primary & dual applications
- Queries by User’s IC’s council date which may be different from primary IC’s council date
- Tracking option to easily identify docs released since last check

## 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