Queen’s University is implementing an electronic tool comprising a self-serve CV that will integrate with the CCV - Karina McInnis.
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Researchers’ CV data will also be used to generate reports such as Annual Performance Reports, Research Tenure and Promotion applications, and quality assurance reporting. We are also looking at how this system can assist in Open Access compliance; there will be an article deposit linking capability to our library’s institutional repository.
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Queen’s University is implementing an electronic tool comprising a self-serve CV that will integrate with the CCV - Karina McInnis.
- 1. Keeping Research on TRAQ Tools for Research Administration at ’ CV Tool – Faculty180 Karina McInnis Executive Director, University Research Services Queen’s University
- 2. 2 Outline Background The Need Tools for Research @ Queen’s (TRAQ) Scope Request for Proposals Phase 3 TRAQ – CV Data Tool: Faculty180 Governance CV Data & Reporting Requirements Implementation
- 3. Background: Business Case • 2011 invited to submit business case for new electronic system(s) to support research administration • Enhance research community’s productivity, while maintaining excellent levels of financial accountability and transparency to funding partners • TRAQ Project – 3 Phases • Phase 3: Faculty Activity Reporting & Evaluation CV data
- 4. Business Requirement – the Need Operational Needs Improved workflow Research reporting at all institutional levels Timely deployment Increased operational efficiencies – reduce faculty member administration burden1 Institutional Strategy Improved risk management & compliance Research planning and metrics Integrated planning User satisfaction 4 1 http://sites.nationalacademies.org/cs/groups/pgasite/documents/webpage/pga_141177.pdf
- 5. Scope/Phases of TRAQ Financial Reporting* Certifications • Human Ethics+ • Animal Care+ • Biohazards* • Radiation Safety* Research-Admin Systems Researcher Portal + Student Human Resources & Payroll PeopleSoft Finance & Research Accounting (e.g., accounts payable, general ledger) * Deployed through TRAQ + Earlier (2010) deployment (non-TRAQ) Information Transfer Mechanism 1 Research Application Intake & Project Management • Awards* 2 CV Datamart & CV Reporting * 1 3
- 6. 6 RFP Committee Members: • Faculty union representative • ITS representative • Library representative • Deputy Provost • Associate Dean Research • Executive Director, Research Services • TRAQ Project Manager • Procurement, Chair Request for Proposals: Phase 3
- 8. 8 • CV self‐service & Integration with Canadian Common CV • Faculty/School can delegate CV data input by faculty members to other Queen's employees • Approval workflow: Dept Head Assoc. Dean Dean • Ability to import citation information from databases such as PubMed or in various formats, e.g., BibTex • Ability to comply with Tri‐Agencies’ Open‐Access Policy by archiving in Queen’s Institutional Repository Primary Goal Elimination of duplicate entry System Requirements Prepared by Jennifer Clark, TRAQ Project Manager
- 9. 9 • Faculty180 by Data180 was chosen • US‐based company with over 60 university clients • Developed by academics and research administrators • Cloud‐based solution with servers in Canada • High‐level of security • Flexible customization, workflows, reporting templates, data searches Chosen e‐Tool for CV & CV Reporting
- 11. 11 • Different Steering Committee for each Phase of TRAQ • Common Terms of Reference including • Provide integrated perspective and support for the implementation of new tools • Monitor spending against budget • Approve change requests (S, T, C) • Assist with communication strategy • General decision making • Meet once/month (or every two months) • Reporting to Queen’s Administrative Steering Systems Committee and Board of Trustees Project Governance: TRAQ Phases 1, 2 & 3
- 12. 12 • Faculty union representative* • ITS representative* • Library representative* • Deputy Provost* • University Communications • Associate Deans Research* and Academic (or alternate) • Internal Audit • TRAQ Project Manager* & Implementation Team • Project Portfolio Office • Executive Director, Research Services, Chair* CV & CV Reporting Steering Committee
- 13. 13 CCV various various Depends on the program Annual Report Dec 1 Feb 15 1 calendar year of data Renewal, Tenure, and Promotion May 1 Apr 1, Apr 15, or May 15 Minimum 7 years of data QUQAP Academic program review 2‐3 year process 8 years of data 1. 2. 3. CV Data At Queen’s Prepared by Jennifer Clark, TRAQ Project Manager
- 14. Common to All Reports Personal Data: • Name, Department, Appointment Information, Leave dates Teaching Information: • Courses taught and course details Undergraduate and Undergraduate Supervision: • Students and supervision details Publications & Creative work Research Funding Received / Applied for but not yet received Service to Queens / Service External to Queens Prepared by Jennifer Clark, TRAQ Project Manager
- 15. Implementation Plan (Draft) 15 Early adopters selected Integration & configuration Pilot UAT Training Enterprise Roll‐Out Early adopters selected Integration & configuration Pilot UAT Training Enterprise Roll‐Out Early adopters selected Integration & configuration Pilot UAT Training Enterprise Roll‐Out CCCV integration Annual Reports CVs for QUQAPs Renewal, Promotion, Tenure Self‐serve CV Early adopters selected Integration & configuration Pilot UAT Training Enterprise Roll‐ Out Dec 2015 Jan 2016 Early adopters selected Integration & configuration Pilot UAT Training Enterprise Roll‐ Out Apr 2016 Apr 2017 Oct 2015 Nov 2015 May 2016 Dec 2016 Prepared by Jennifer Clark, TRAQ Project Manager
- 16. Final Thoughts •Stay tuned for updates, or call me •Success to date & in the future • Communication and Change Management • Collaboration and Partnership • Excellent Project Management • Project Portfolio Office
- 17. Questions