IPF Number.ppt

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					Agenda for CWG Meeting, May 16, 2001
Morning Session

   CWG Responses to Existing Commons
    Interface Specifications Survey Tool
   Commons V 2.0 Architecture
      J2EE Concept and Benefits

      Projected timeline for design and development

   Planned Deployment of X-Train v1.5
   Anticipation of Future Requirements
      Institutional Registration : DUNS

      Profiles: Single point of ownership

      Providing Customized Views of Application/Award

       Status Information
CWG Responses to Existing Commons
Interface Specifications Survey Tool

   General Comments
   Specific Issues
       Screen layout
       Text and Page flow
       Screen Functionality
       Navigation
       Help Features
       Other Functionality Needed
General Comments

   No surprizes – many comments supportive of
    the current functionality
   Dated appearance
       Too large icons, not intuitive
       Too much wasted space
   Dated navigation and flow
       Too many menus; too many links
   Help screens
       Text, context, FAQ’s need improvement
Specific Issues

   Screen Layout
       Smaller icons and graphics: reduce wasted space
       Maintain contact with user in header: e.g display
        user name and role
       Icons consistent in size and purpose
       Icons more descriptive of action
       Better alignment of rows and column when
Specific Issues…2

   Text and Page Flow
       Recommended changes in wording
            Improve descriptions
            Change wording to be more declarative
       Consolidate activities that relate to single user
            Administrative modifications
            Profile-related information
       Consolidate sub-screens with links into single
            Administration
            IPF-related information
            PPF-relate information
Specific Issues…3
   Screen Functionality
       Need to incorporate better search capabilities
            For user administration
            For application/award status
       Clarify functions associated with specific
       Clarify file upload features
       Provide confirmation screens/pop-ups
       Confirm adherence to 194 standard
       Confirm purpose and use of information types
            Address types
            Human and Animal Assurance numbers
       Improve citation functionality
       Clarify “do not save” vs. “reset” actions
Specific Issues…4
   Navigation
       Improve navigation icons
       Inter-module navigation
            Provide better navigation “bar”
            When necessary provide link to next screen in series
       Intra-module navigation
            Always provide navigation to previous screen in module
            Minimize need to go back to main menu
            Make navigation to help obvious (same location on every
Specific Issues…5
   Help features
       Provide better context-sensitive contact
            NIH IC staff
            Help desk “live” staff
       Use pop-up help to keep user on same screen
       Provide context-sensitive link to FAQ’s as part of
        context-sensitive help
       Improve help text and be sure context is correct
       Provide examples of acceptable field content
       Consistent appearance of help on every screen
Specific Issues…6
   Other needed features/functionality
       Redesign/define institutional hierarchy options
            Allow for definition of institution at “school” level
            Allow for definition (add/delete) at department level
       Provide more complete user administration reports
            Number of accounts by type, when created, when
            Session time, modules visited, last logon, when profile
             changes and how, password administration
            number of proposals submitted, upcoming application
            Comment field
       Revisit user types, roles, permissions, approvals
            Password for associates to access/assist
Specific Issues…7
   Other needed features/functionality…cont.
       Improve creation of new user accounts
            Need better performance of unique person algorithm
            User-driven selection of correct person
       Consider having PPF as “path” driven
            Separate information by role: P.I.-related info,
             consultant-related info, administrative official info,
NIH Commons

             Version 2.0

05/16/2001                 11
Current Architecture (Commons Version 1.0)
   Primarily 2-Tier Client Server
                 Web - External
                    Client Layer
       HTML, CGI-Perl, Steel Blue on WEBSERVER
           (Presentation +   Biz Logic)
                 Database Server
         (Oracle DBMS),Stored Procedures
          (Biz   Logic+Data Access)


   Cost-effective adaptation to business process
   Time-to-market
   Readily incorporate new technologies
   Protect IT Investment
   Integration with Federal Commons, others
   Scalable
Recommended N-tier Architecture
     Presentation Layer (Client)

       Business Services Layer
             (Biz Logic)
         Biz       Biz      …    Biz
        Service   Service       Service
           1         1             n

        Data Services Layer

    Database X    Database Y         Flat Files
What is J2EE?

   Specification
   Multi-tiered Distributed Application
   Provides the Containers for Components
   Component-based approach to the
    design and development of enterprise
Recommended J2EE N-Tier Architecture
              Presentation Layer
                                      Web Container

                                         Java Servlet
 Browser – html

 Business Services Layer
 Application Server (EJB Container)
                                                              IIOP   External
           Entity                          Session
           Bean              Entity         Bean                     Systems

           Data Services Layer
     Object-To-Relational Mapping Tool
        Access Engine (JDBC,ODBC)

                    Oracle                       Flat Files
Why J2EE??

   Open Standard
   Reusable Components
   Portable
   Leverage COTS versus development
   Protect IT Asset Investment
Organizational Structure

Technical             Management
 •   DEIS.NIH          • eRA Mgmt Team
 •   Z-TECH            • George Stone
 •   Logicon           • Advocates
 •   Silicon Spirit
First Step –
Define Technical Charter

   Build Commons Infrastructure
       System Services (Auditing, archiving, etc)
       Account Administration
       Profiles
   Develop Xtrain Version 2.0
   Evaluate Results  Expand the Charter
Status - Completed
   Planning Phase
       Documentation
           eRA Technology Overview
           eRA Platform and Tools Recommendations
           eRA Project Management Plan
       Development Methodology (RUP, UML, etc.)
       Business Analysis
       Preliminary Tools Selection
Status - Next Steps

   Requirements Analysis
   Revisit Business Analysis
   Architecture Phase
   Development
       Commons Version 2.0 Implementation
       Schedule      2001               2002
                        Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep

Commons Version 2
   Phase 1
   Phase 2
     X-Train 2.0
     Admin Module
    Phase 3
                                          BPR only
SNAP Progress Report
                                                                             BPR only
Competing Application

                   Legend: Analysis*                   Development                  Deployment
* Includes business process reengineering and design                 Start     Continuing
Electronic Trainee Activities
System (X-Train)
   Secure Interactive Web Site for statement of
    appointment, reappointment and termination
    notice of extramural trainees
       Program Director or Trainee to prepare appointment
       Program Director to approve/edit appointment
       Program Director to review and submit termination
       Integration/Replication of Information into IMPAC II
       NIH Staff to approve appointment with notification to
        Program Director
    X-Train Version 1.5

   First pilot deployment of X-Train
   Similar functionality as Version 1.0
       Appointment, reappointment, termination
       Professional Profile information captured
        within the interface
   Uses Commons Version 1 technology
   X-Train Version 1.5 will serve as discovery
    vehicle for X-Train Version 2.0
       Commons Version 2.0 Implementation
       Schedule      2001               2002
                        Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep
Commons Version 2
   Phase 1
   Phase 2
     X-Train 2.0
     Admin Module
    Phase 3
                                          BPR only
SNAP Progress Report
                                                                             BPR only
Competing Application
     Version 1.5
      Version 2.0

                    Legend: Analysis*                  Development                   Deployment
* Includes business process reengineering and design                 Start      Continuing
IPF Number
   Basic Identifier for Grantee Institution
       IPF# is absolutely fixed for grant award
       No IPF# = No Award
   7 digits (8 available)
   Fixed relationship between IPF# and EIN#
       One to many (There may be several EIN’s for a
        single IPF)
IPF Limitations

   Not Universal – unique only to NIH
   Limited number of combinations
       Will need to retool for 8 digits within the
        coming year
   Not easy to adjust to new institutional
       e.g. institutional relationships with
        foundations, sub-campus hierarchies
DUNS Numbers
   Dunn & Bradstreet –
       Leading provider of business information for
        credit, marketing, purchasing, and receivables
        management decisions worldwide.
   9 digit number (+ 4 optional)
       9 digits verified, 4 digits at institutional discretion
       e.g. university campus = first 9, additional 4 =
        school/dept etc.
   Obtained free
       Via Web
       Confirmed by D&B staff
   Verifiable on-line…anytime
DUNS Benefits
   Universal number adopted by 62 million
    businesses worldwide
       DUNS provides links to describe
        organizational hierarchies
   Used as identifier by U.S. Govt.
       Required for Central Contractor Registry
   Promoted by Federal Commons for
    grantee unique identifier
        Current IPF Implementation
     Grantee Organization                       IMPAC II
Paper Application   Electronic Application

      of IPF by
                                                 Entry of EIN to IPF
    DEIS staff to
                                                  specification in
                                                      IMPAC II
     with one or
    more EIN#’s

                                                      CSR R & R
                                                  Interface compare
                                                   EIN on form with
                                                       IMPAC II

   Include EIN#                                                 
   on Form 398

                                               Normal          Manual
                                             Processing       Verification
Proposed Implementation of DUNS
     Grantee Organization                    NIH Commons                   IMPAC II
Paper Application   Electronic Application

                             nt of                    Commons
                            DUNS                     Registration
                          number(s)                                        1. Verification of
                           by D & B                                        DUNS by IMPAC II
                                                                           2. Inclusion of
                            Creation/                                      DUNS in IMPAC II
                          modification                                     institutional profile
                          of Commons
                         IPF to include
                                                                                CSR R & R
                                                                            Interface compare
                                              Access to Restricted            DUNS on form
                                             Commons Interfaces –              with IMPAC II
                           Log onto          eventual submission of
    Include              Commons with        electronic applications                      
   DUNS                    DUNS
     on Form 398
                                                                         Normal Normal  Manual
DUNS Implementation Questions

   Necessary modifications to IMPAC II database
    and related interfaces?
   Necessary modifications to Commons
    database and related user interfaces?
   Outreach: institutional awareness and receipt
    of DUNS numbers?
   Deployment of Commons to support
    extended use of DUNS?
       Must allow for transitional use of IPF and DUNS
       Must allow for transitional use of DUNS on 398
        and DUNS via electronic applications
Single Point of Ownership for
PPF-Related Information
PPF-related information; name, address,
expertise, employment record, educational
experience, publications, funding record, can
be likened to similar information found in a
curriculum vitae. In this respect it must be
treated as personal property. Without the
expressed permission of the owner of the
information, others should not modify such
elements of a personal electronic record any
more than they would modify a paper-based
c.v. record.
Benefits of Single Point of PPF

   Data Accuracy – Owner has most accurate
    assessment of information. Allowing any
    second party to change the information
    potentially affects accuracy
   Data Timeliness – The owner is the first to
    know of any bone fide changes in the
    information, e.g. change in name or address.
    They can have the most timely effect to
    maintain an accurate record
Single Point of Ownership

   Removal of Multiple Profiles – Multiple profile
    records can be resolved (once and for all)
    with singly-owned profiles. This will save
    significant resources currently being spent to
    resolve and remove duplicate profiles.
   Streamlining of Commons/IMPAC II
    Replication – Replication design for “Race”
    conditions can be streamlined with singly-
    owned profiles. This also translates into
    lower operations and maintenance costs.
Single Point of Ownership

   Simplified Interagency Information Exchange
    – Federal Commons-related information
    exchange will be more reliable with uniform
    singly-owned profiles.
Single Point of Ownership –
NIH IC Staff Requirement

   NIH IC staff rely on preferred version of
    personal information.
Suggested Design to Accommodate
Single Point of Ownership

   Observe single point of ownership
       Profile creation yields unique IMPAC II person
        profile I.D.
       I.D. is immutable
       I.D. always points to same profile
            Can only be modified by profile owner
   Allow for NIH staff to create versions
       Alternate version of any profile created by NIH
       Version always bounded by singly-owned profile
        through IMPAC II person profile I.D.
            i.e., NIH view can change, but profile is constant
NIH Commons User Types - Permissions
  ERA Function/User Type                  S.O.       A.O.      A.A.      P.I.
 Create S.O. & A.O. Accts.                  X                    X
 Create additional A.O. Accts.              X         X          X
 Create P.I. Accts.                         X         X          X
 Review Sci. and Admin. Info.               X         X          X           X
 Update Sci. and Admin. Info.               X         X                      X
 Review Institutional Profile               X         X          X           X
 Update Institutional Profile               X
 Review Professional Profile                X         X          X           X
 Update Professional Profile                X         X          X           X
 Submit Appl. To NIH                        X
  * Ability for SRO staff to prepare and/or edit scientific information is
  an option determined by individual grantee organizations.

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