1. New Features of the Query/View/Reports System (QVR) Presentation to eRA Project Team Meeting March 27, 2001

2. The Query/View/Reports System What is it? The QVR is a web-based system for conveniently access information on NIH projects. Extramural Staff Resource It provides a utility for extramural staff to QUERY the IMPAC II database, VIEW data from the database and produce REPORTS.

3. 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

4. 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 Conners, NIAMS Peter Soltys, NINDS Gahan Breithaupt, NINDS Anthony Coelho, OD/OER Jim Tucker, 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 Chairperson

5. 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 VersionCouncil Version

6. IMPAC II IRDB (QVR/ECB Tables) QVR and ECB Staff Version ECB Council Version ECB Administrator Module (CAM) Council Members NIH Staff AXD Data Grant Info Council AXD Data Grant Info Relationship of NIH ECB, QVR, ECB CAM and IRDB ECB Web Servers Data in (write) Data out (read only)

7. Query/View/Reporting System (QVR) Logon Screen

8. QVR Search Screen Screen navigation items

9. QVR Search Screen Select IC ========= One or many

10. QVR Search Screen Select Project Status Awarded Cancelled NRFC Pending Pending Award Pending Council Pending IRG Terminated To be Paid Unknown Withdrawn

11. QVR Search Screen Selection options: Fiscal Year Council Round or Budget Period

12. QVR Search Screen-PI/Institution Select

13. QVR Search Screen-PI/Institution Note: Selection options allow for partial names

14. QVR Search Screen Select

15. QVR Search Screen-Review/Program Review group and Special Emphasis Panel information

16. QVR Search Screen-Review/Program Clears default percentiles and priority scores Score Range

17. QVR Search Screen-Review/Program Select for report of all applications without summary statements Summary Statement Release Since

18. QVR Search Screen-Review/Program Allows for search on multiple Program Class Codes Individual data elements

19. Advanced Program Code Search Multiple Program Class Codes Example: 7C1234AB,4C1234AB,4B1234AB

20. 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%

21. 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

22. QVR Search Screen-Review/Program Requires only “partial” name Name of Project Officer or Program Official

23. QVR Search Screen-Review/Program Enter funds without punctuation Search on direct costs in ANY year that meet the criterion selected

24. QVR Search Screen-Application ID Select

25. QVR Search Screen-Activity Codes Select any activity code or group of activity codes Activity codes may be INCLUDED in or EXCLUDED from a search

26. QVR Search Screen-Primary/Dual Note: Selection options

27. QVR Search Screen-Grant Number Note: User ONLY needs to fill in the boxes necessary to find the application or grant

28. QVR Search Screen-RFA Number Enter RFA/PA number as DK00-003

29. QVR Search Screen-Budget Select

30. QVR Search Screen-Budget Enter range of funds Note: Options

31. QVR Search Screen-Budget Search on single or multiple CANs

32. QVR Search Screen-Text Search Select

33. QVR Search Screen-Text Search Enter text string such as “endocrine disruptors”

34. QVR Search Screen-Text Search Boolean logic operators

35. QVR Search Screen-Text Search Options to search in summary statement, project title or both

36. QVR Search Screen-Special Selects Select

37. 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.

38. QVR Search Screen-Sort Options Sort option is an “ordered Pick List.” The order of the items picked will dictate the sort order.

39. QVR Search Screen-Output Options Several output options are available to meet the users needs. The number of pages in a report can be set. 50 pages is the default

40. Downloadable Data Elements in QVR System March 7, 2001

41. Example Search using the QVR All SBIR/STTR grants awarded in Fiscal Year 2000 Sort by mechanism Within mechanism sort by PI name

42. Example Search using the QVR Select IC Select “Awarded” Select “Fiscal Year”

43. Example Search using the QVR Select

44. Example Search using the QVR Select “Clear Scores”

45. Example Search using the QVR Select “Activity Codes”

46. Example Search using the QVR SBIR/STTR “Activity Codes”

47. Example Search using the QVR Select to eliminate item

48. Example Search using the QVR Select to add items

49. Example Search using the QVR Select “Output” format Select

50. QVR--Basic Output Select

51. QVR--Snapshot

52. QVR--Basic Output Select

53. QVR--Summary Statement

54. QVR--Basic Output Select

55. QVR--Custom Download Select

56. QVR--Custom Download Select items

57. QVR--Custom Download as HTML Select

58. QVR--Custom Download as HTML

59. QVR--Custom Download into Excel Select

60. QVR--Custom Download into Excel Select

61. QVR--Custom Download into Excel Enter File Name Select

62. QVR--Custom Download into Excel Open Excel and Open file

63. Building and Saving a Query Select Council rounds

64. Building and Saving a Query Select mechanisms Select sort order Select “Primary Projects Only”

65. Building and Saving a Query Select Note: If no summary statement exists there will not be a check box.

66. Building and Saving a Query Fill in Query Name and Query Description

67. Building and Saving a Query Select

68. Building and Saving a Query

69. Retrieving a Saved Query Select

70. Retrieving a Saved Query Note: Query Description This deletes the query from your list Click here to select query

71. Saving List of Items for Download Enter Title Select

72. Retrieving List of Items for Download Select

73. Retrieving List of Items for Download Select

74. 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

75. 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

76. 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