1. FACULTY ACTIVITY INFORMATION REPORTING SYSTEM
Presentation for University of Missouri - RFP # DH U
August 29, 2013

2. AGENDA THOMSON REUTERS SOLUTION HELPS UM ADDRESS:
FACULTY NEEDS
ADMINISTRATOR NEEDS
CUSTOMIZATION
IMPLEMENTATION APPROACH
TECHNICAL / END USER TRAINING SUPPORT
SOLUTION ROADMAP
Tim introduces team and why we are here
PB introduces solution, TR, and why we are qualified to deliver what UM needs
Researchers & TR (endnote, Web of Science, S1, life sciences, patents….)
Administrators and use of our research evaluation solutions
Global presence
Scaling and Heft
Tim – demo items that are viewable in system
PB – talk to screen shots
faculty
administrator
customization
Use “user interface” items to wrap up demo/displays
PB review training, implementation, system
End with roadmap

3. THOMSON REUTERS SOLUTIONS
Identify, access and advance the world’s leading scientific knowledge
Measure and benchmark the impact of your research activities and funding dollars
Guide strategic decision-making with best-in-class information, analytics and consulting
Foster open collaboration and dissemination of research to advance scholarship

4. WEB OF KNOWLEDGESM RESEARCH ANALYTICS SCHOLARONETM
The world’s most trusted scholarly and scientific research and citation databases. Powerful search and analytic tools identify high impact work and emerging science, while seamless EndNote® integration streamlines research, enables collaboration, and speeds manuscript creation.
RESEARCH ANALYTICS
A continuum of products, tools and services that support analytics needs – from answering a single question to creating an enterprise-wide decision support system – helping our customers connect research with impact.
SCHOLARONETM
Peer-review workflow solutions for publishers, societies and associations that streamline and accelerate article and conference-related submissions, review and evaluation.

5. FACULTY NEEDS

6. FACULTY NEEDS DIGITIAL CVs IMPORT BIBLIOGRAPHIC DATA – ENDNOTE
IMPORT EXTERNAL DATASOURCES – WEB OF SCIENCE SCOPUS, MEDLINE,
MINIMAL DATA ENTRY AND AUTO UPDATING POPULATING
FLEXIBLE TEMPLATES
PROXY SERVICE
MAINTAIN DOCUMENT REPOSITORY
DISAMBIGUATE AUTHORS
DIRECT FEEDS FROM UM SYSTEMS
PROMOTION AND TENURE WORKFLOW
SUPPORTS TEACHING, SERVICE, & RESEARCH ACTIVITIES
SIMPLE UI WITH CUSTOMIZABLE LABELLING
CUSTOMIZABLE FOR COLLEGE, DEPT, DIVISION

7. FACULTY NEEDS Recommendations:
We will alert users of new items to consider for their profiles.
Regular alerts for new articles, grants, and patents matched to profile
Tools to verify and add data to profile by user or proxy
Settings to regulate sharing of profile data
Data export to CV, Reports, ResearcherID, and InCites
University data sources are used to define the list of active faculty and staff
FACULTY NEEDS
Users decide which activities cannot be viewed by the public.

8. MINIMAL DATA ENTRY – SIMPLE FORMS
Forms can be customized for your institution’s needs

9. DISAMBIGUATION & ResearcherID
Authors get a unique identifier (ResearcherID #), searchable in Web of Science
Author and institution get public exposure and encourage collaborations

10. InCites metrics can be integrated with Research In View
InCites normalized citation metrics add more performance context to Research In View profiles.
Research In View profiles can be used to generate an InCites Research Performance Profile, for consistency.

11. DIGITAL CV

12. FIND EXPERTS

13. PUBLIC PROFILES

14. NIH BIOSKETCH TEMPLATE - WORKFLOW
NIH Biosketch template on the Documents page of Research In View (RIV) Application.
User will see a Document Preview of their NIH Biographical Sketch matching that of current standards.

15. NIH BIOSKETCH TEMPLATE – WORKFLOW CONTINUED
Document Preview will map current RIV activities set to user’s biosketch template.

16. NIH BIOSKETCH TEMPLATE – WORKFLOW CONTINUED
User can:
Create a customized Activities Set to apply to their NIH Biosketch template.
Create unique Activity Sets to apply for multiple Biographical Sketches submissions (i.e. multiple grants)

17. NIH BioSketch Template – Workflow continued
User will be able to export their NIH Biosketch template into Word and PDF documents.

18. NIH BIOSKETCH TEMPLATE – WORKFLOW CONTINUED
User will be able to edit the Word Document of their Biosketch template before submission.

19. ADMINISTRATOR NEEDS

20. CORE ADMINISTRATOR NEEDS
DATA AND SYSTEM INTEGRATION
SUPPORT FOR DATA INTEGRATION AND SETUP
JOINT APPOINTMENTS
FLEXIBLE WORKFLOW FOR REVIEW AND PROMOTION
REPORTING BY SCHOOL, DIVISION,
REPORTING BY ACTIVITY: PUBLICATIONS, GRANTS
PRIVACY SETTING & DATA CONTROL
AUTO POPULATE WEB PAGES
CUSTOMIZABLE REPORTING

21. ADMINISTRATOR NEEDS CONT’D
CUSTOMIZABLE REPORTING
COURSE DATA REPORTING
AD HOC REPORTING
JOINT APPOINTMENTS
DELEGATE AUTHORITY
ACCREDITATION REPORTING
DISPLAY GRANT & PUB INFORMATION
GENERATE P&T AND ANNUAL FACULTY REVIEW
UPDATING PROFILE PAGES
BIOSKETCH & TEMPLATES

22. REPORTING -
User can apply filters to multiple activity types and view detailed reports across Activity, Group, and Faculty report pages.
User can Filter and Group By to view meaningful data for specific reporting purposes.
Answering question(s) like:
Which of my Grants are for projects under $15,000.
How many published journal articles did the Biology Department create in the past 6 months with a percent authorship greater than 80%?

23. ATTRIBUTE LEVEL REPORTING

24. REPORTING - CONTINUED
User can navigate across multiple reports (Activity, Faculty, and Group) on the current filter applied to see different levels of reporting.

25. GROUP REPORTS
Run group reports to compare activities across faculty members within a group.
Choose any group of activities for the report.

26. FACULTY REPORTS
Summarize activities for one faculty member

27. CUSTOMIZATION

28. CUSTOMIZATION LEVEL OF CUSTOMIZATION BRANDING & LINKS
ACTIVITY TYPES & DATA ELEMENTS
DOCUMENT FORMATTING
AUTHENTICATION
SYSTEM INTEGRATION
CUSTOM VIEWS
FACULTY
DEPARTMENT
OUTPUTS

29. CUSTOM GROUPS
University administrators can create a custom group of individuals for running reports.
Show only custom groups.

30. SUBMISSION ROUNDS-P&T workflow
Setting up a custom submission round: Submission round manager sets all of the criteria and instructions, and invites users to the submission round.

31. SUBMISSION ROUNDS
Faculty members can track the submissions they must submit and which ones they have already submitted.

32. SUBMISSION ROUNDS
A submission round manager can track the status of submissions, and click to view users’ submitted documents.

33. MANAGE USERS
Add new administrator, edit existing administrator information or disable administrator account(s). Add new user, search for user, edit existing user information (name, user name, roles, groups, integration user Id, enable or disable a user), reset password, and auto login to a user account.

34. MANAGE GROUPS
KAUST
Add schools, departments, and research centers to create institution reporting structure

35. RESEARCH IN VIEW ADMINSTRATIVE CONSOLE – CUSTOMIZATION
Institution can customize activity pick list to each departments requirements.
Institution can customize any text resource in the Research In View user interface.
Institution customize activity type and attributes to meet institution requirements.
For example: Change Clinical Trials to Ensayos Clinicos.

36. CUSTOM ACTIVITY TYPE
Institution can add its own activity types via the administrative console. Attributes can be added to existing activity types.

37. DATA INTEGRATION
Find Web Service information on Human Resources, Activities and CERIF Import/Export. Validate user data and view import or export summary.

38. ACCREDITATION

39. CUSTOM TEMPLATES Map data elements to template elements
Create word file includes the mapped data elements that will merge with the user’s profile data
TR staff exposes the new template in the DOCUMENTS page of RIV
RIV user chooses the template on the DOCUMENTS page, applying any filtering of data via existing filter capability on the DOCUMENTS page
RIV system displays a document that includes the static text of the template merged with the user’s profile data according to the mapping defined in steps 1 and 2; Export

40. Reporting - continued
De-duplication: Journal Article and Conference Paper and Proceedings Activities that are matching across Faculty and Groups in an institution are de-duplicated when counted for reports ensuring that i.e. co-authored articles are accurate in reporting as a single instance.
User has the ability to export the report to Excel, Word, and PDF formats.

41. USER INTERFACE

42. USER INTERFACE END USER CUSTOMIZATION EASE OF USE
DATA ENTRY EFFICIENCY
PLATFORM OPTIONS

43. IMPLEMENTATION & TRAINING

44. IMPLEMENTATION & TRAINING
PROJECT PLANNING & ROLL OUT
SLA DISASTER RECOVERY
TECHNICAL SPECIFICATIONS
TECHNICAL
TRAINING OPTIONS
ONLINE RESOURCES
IN PERSON
WEBINARS
END USER SUPPORT
OPTIONS
ONLINE
IN PERSON
WEBINARS

45. SPONSOR / committee
Customer Education & Training
Support & Services (library)
Implementation Manager
Key Contact
Communication
Communication
Technology Team
Technical Integration
Please add your project team members from FHCRC in the bubbles to the right.
Main UC-Chile POC during and post implementation
1st level support for questions and problems
Main TR POC pre, during and post implementation
1st level support for questions and problems
Liaison for concept refinement
Faculty
Implementation team
Administrators

46. Implementation Overview
TR Implementation Manager
Becomes the main point of contact for implementation, pre and post sale,
Acts as a service consultant to guide the customer in understanding the types of data that could be integrated and customized through RIV
Creates and manages the implementation schedule for the customer
Acts as first-level support for questions and problems that arise.
Becomes the product liaison by assisting with the generation of ideas and concept refinement through feedback sessions and provide the feedback to the RIV product development team.

47. IMPLEMENTATION PHASES
PLAN
INTEGRATION
PREPARE
LAUNCH
Project kick off meeting
Confirmation of training and support needs
Technical activities
Define communication plan
Project schedule
Communication
Data mapping
Validate and signoff on technical activities
Test and perform profile data transfer
TR support in technical activities and data transfer
Communication
Confirm go-live date
User acceptance testing (UAT)
Training for local trainers
Training for users
Documentation
Communication
Final approval of system readiness
Readiness of IT administrators and support
Pre go-live meeting
Go-live communications are sent
Go-live

48. IMPLEMENTATION TIMELINE
Month 1
Month 2
Month 3
Month 4
License agreement signed
Project kick-off
Assumptions, risks, project schedule agreed upon
Data Mapping/ Customization
Training
e Trainers
Launch
Chile and TR support is prepared
Pilot testing
User acceptance testing; readiness
Begin bi-weekly technical meetings
If there are any meetings, etc that you aware will be happening and RIV and Incites will be introduced, we can add them in the timeline. Otherwise we can work backwards from the launch date on major milestones that need to happen and when that will happen.

49. ROADMAP

50. THE NEXT PHASE OF RESEARCH ASSESSMENT
Built upon the foundation already relied upon by over 5,600 universities, governments and research institutions from more than 100 countries, we will deliver new capabilities and integrated solutions to support research excellence.
CONSISTENT ANALYTICS & PROFILES
CONNECTED NETWORKS
INTEGRATED & UNIFIED DATA
All solutions created from a common data source
Publications
Patents
Grants
Esteem
Collaborations
User Supplied
Aggregated information to identify and monitor relationships
People
Journals
Fields
RESEARCH PRODUCING ORGANIZATIONS
Identical indicators available across all solutions
Author
Organization
Journal
Region
User Defined
STRONG BRAND

51. THE NEXT GENERATION OF INCITES
A single destination for all research assessment & evaluation needs
Research Profiles
Institutional Profiles
Content
Web Based
Global Comparisons
Tools
Research In View
Journal Citation Reports
Services
Essential Science Indicators
Cloud & API
Semi-Custom Analytics
Syndicated Analytics
Custom Analytics
Mobile Access
Custom Data Sets