2. Plan for Architectural Analysis for Identifying Query & Retrieval Components

3. Component types needed to support Query & Retrieval Online Data Viewing Components GUM + QV Output Method Components Print Central Export to Excel Zip/Merge, etc. Output Format Components Fixed Reports, Discoverer repts. Documents, etc. Hit List Components Custom.hit lists, Default hit lists, Column sort Buttons, etc. Query Parameter Components Indiv.query fields, special selects, default query blocks, custom. Query, etc. Query & Retrieval Architecture

4. 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

5. QV Overview Screen GUM Applic. & Admin. Review Blocks

6. 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

8. 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

10. 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)

12. 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

14. 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.

15. Types of Users Quick View Users Scientific Query Users -Regular -Power Advanced Query Users (ICSTORe) Business Area Specific Users

16. Types of Users, cont. Document Tracking Users Program/IC Portfolio Users Peer Review Users Finance & Budget Users Program Analysis Users

17. 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

18. –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 –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

19. –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 –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

20. –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 –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

21. –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 –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

22. –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 –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

23. –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 –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

24. –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 –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

25. –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 –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

26. –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 –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

27. To retain the unique requirements of each interface/access method while eliminating unnecessary duplication The Challenge:

28. 4 Main Tasks Plan for Analysis:

29. 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

30. 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:

31. QV Adv.Q QVR Sample Task 2 Matrix Component to Query Tool Custo m HL custom hitlist Custom Query Dual PO save Query ICO

32. 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:

33. Sample Task 3 Matrix Query Field to Query Tool IC PIPOPCC ICO QV CRISP Adv.Q QVR

34. 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

35. 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!

36. Mapping of needed components to needed user interfaces Task 5:

37. RAE Tool Analysis User Requirements Component Analysis Online Viewing Output Methods Output Formats Query Obj./Fields Hitlist Features Current Component & Query field / Tool Mapping Unique User Reqs. Needed Components Needed UIs Duplicative UIs Duplicative Components Proposed UI/Component Mapping Task 1 Tasks 2 & 3 Task 4 Task 5

38. 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

39. 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

40. 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

41. 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

42. 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

43. 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

44. 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