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Metrics Database and OpenSky for FY13

Metrics Database. Metrics Database and OpenSky for FY13. October 30, 2013. Presented by Helen Moshak & Jennifer Phillips Latest versions developed by David Vance Sharon Clark. Agenda. Introductions Tour of Metrics Database and OpenSky upgrades FY13 Metrics and OpenSky Schedule.

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Metrics Database and OpenSky for FY13

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  1. Metrics Database Metrics Database and OpenSky for FY13 October 30, 2013 Presented by Helen Moshak & Jennifer Phillips Latest versions developed by David Vance Sharon Clark

  2. Agenda • Introductions • Tour of Metrics Database and OpenSky • upgrades • FY13 Metrics and OpenSky Schedule Metrics Database

  3. Metrics Dbase and OpenSky https://www.ncar.ucar.edu/internal/metrics/ and http://opensky.library.ucar.edu/ Metrics Database

  4. Metrics Mavens Cindy Worster  (NCARDIR) Barbara Ballard NESL/CGD) Kris Marwitz (NESL/MMM) Barb Petruzzi - (NESL/ACD) Bonnie Slagel (NESL) Joanne Dunnebecke (RAL) Karen Griggs (RAL) Yvonne Mondragon (UCARPRES) Susan Montgomery-Hodge   Ligea Ferraro (UCP) Scott Briggs  (ASP) Paula Fisher (ASP) Marcia Killingsworth (CISL) Sara Metz (EOL) Tammy Kepple (EOL) Whitney Robinson (EOL) Patti Kidd (EOL) Meghan Stell (EOL) Amy Knack (HAO) Paula Robinson (ISP) Jennifer Phillips (NCARLIB) Helen Moshak (NCARDIR) Metrics Database

  5. Metrics Mavens Testers Extraordinaire! Yvonne Mondragon (UCARPRES) Tammy Kepple (EOL) Patti Kidd (EOL) Ligea Ferraro (UCP) Jennifer Phillips (NCARLIB) Cindy Worster  (NCARDIR) Bonnie Slagel (NESL) Amy Knack (HAO) Metrics Database

  6. None of this would be possible with our Incredibly Talented Developers David Vance (NCARDIR) and Sharon Clark (LIB) Metrics Database

  7. Summary of Project Goals • Improved user experience • Improve form action • Enhance data display • Increase access to data • Reduce data entry • Updated metrics categories • Increased data accuracy and integrity • Improved Presentations category + upload to OpenSky option • Expanded reporting options • Give this data wings Metrics Database

  8. Improve our User’s Experience • Standardize on data display mm/dd/yyyy • Add top navigation • Apply Atmos News Design • Enhanced Help and FAQ resources • Add scroll bars for reviewing data • Quick display data to avoid double entry • Remove FY multiple snapshots are now one entry, just tell the story once Metrics Database

  9. Big Changes… • AutoComplete from People Dbase for names & UPIDS and staff/org mapping (FOT) • AutoComplete from F&A Institution list • Standard Country and State Lists • For program metrics - org mapping based on FOT • Data transfer to OpenSky (more on this later) Metrics Database

  10. Metrics Categories • Editorships • External Awards and Honors • Internal Awards and Honors • Fellowships • K-12 Activities (excluding presentations) • Presentations • Service on External Committees • Staff Leaves and Visits ≥ 2 weeks • Contributions to Individual Graduate Student Education • Teaching in University/College Classrooms • Teaching at Workshops/Tutorials/ Colloquia • Field Campaigns – ON HOLD • Special Appointments – ON HOLD • Events Hosted by Your Program • NWSC Walk-in Public Visitors • NWSC Tours

  11. Updates to Metrics Categories • External and Internal Awards now part of Metrics Dbase • Internal Awards will also include nominations • Staff Leaves and Visits now cover 2+ weeks • Contribution to Individual Graduate Student Education • Research Advisors • Serving on Dissertation/Thesis Committees Metrics Database

  12. More Updates to Metrics Categories • Now 2 Teaching Categories • Teaching in University/College Classrooms • Teaching at Workshops/Tutorials/ Colloquia • Tracking numbers • Estimated Total Number of Classes • Estimated Class Size • Events Hosted by Your Program • All types – from colloquia to workshops Metrics Database

  13. Help and Last Name AutoComplete • Help in the Top Nav • Last Name Autocomplete from People Dbase with FOT Metrics Database

  14. More on AutoCompletes • Institution Name AutoComplete from F&A List • AutoComplete Helpful hints – • Type in a few letters of the unique part of the name • Type slowly, let search happen • Inst. initials may produce results if data is in F&A table • Some metrics have unique or “helpful” institution lists (Ext. Awards, Service on Ext. Committees) Metrics Database

  15. Helpful Hints for Data Entry • For all categories, start by checking the data already in the database to avoid double entries • For long-term categories like editorships, teaching, and fellowships • What if there is a date change? and/or • What if the role changes? Metrics Database

  16. More Helpful Hints for Data Entry • Check out the “End Date same as Begin Date?” Feature • Once you’ve entered a record review the results • The page will display the last five entries for that staff member or org Metrics Database

  17. Expanded Delete Confirmation Metrics Database

  18. Sorting and Filtering • Introductions • To Sort -use orange column header arrows • To Filter – use general, FY, or column search fields Metrics Database

  19. Expansion of Reporting Options • THE FABULOUS Quick Answer Feature – Allows you to apply filters and then select a column for subtotaling. Will display subtotaling in a summary table without detail. Optional to also apply FY filter. • From the Data view screens • Select what you would like to count & subtotal • Displays on Screen and exports to Excel Metrics Database

  20. Quick Answer Results

  21. THE AMAZING Report Across All Metrics • Go to Reports in Top Nav • Apply filters • Submit for Results • Screen Display • Excel workbook with worksheets for each metric category Metrics Database

  22. Metrics Database

  23. Metrics Database and OpenSky Online Scientific Citation Indexing Service (subscription based) Presentations Creating access to our scholarship Tracking our service & contributions Our Institutional Repository of Publication Citations and Associated Full Text Documents (assets) Our Individual Staff and Program Metrics Metrics Database

  24. Presentations research services resources • Talks and Posters • Contributed or Invited? • New submission form bridge between Metrics Dbase and OpenSky • Submit to OpenSky? -> Yes • Pre-populated with Metrics DB data • Supply minimal supplemental data • Event dates • Event URL • Event sponsor • Upload files using browser

  25. Bridge to OpenSky Metrics Database

  26. research services resources

  27. research services resources

  28. OpenSky Changes research services resources • New basic search • Geared toward general user • Featured publication highlight • Facets on results help narrow scope • Download button to feature full text

  29. Metrics searches research services resources • Strategies for getting to advanced/metrics specific search • Search all, use facets • Search known (author last name/UPID) http://opensky.library.ucar.edu/

  30. FY13 OpenSky Refereed Publications Goals research services resources • Review list and add any missing refereed publication citations • Make sure all of this year’s citations have a full text document

  31. Goal #1 - Adding our missing FY13 refereed publication citations research services resources • Library has collected all the FY13 refereed publications citations available in the Web of Science (509 to date, probably 100+ more to find based on last year’s numbers ) • Next Steps for Authors and Admin – • Verify citations for refereed publications bibliography • Collect any missing citations (and their full-text documents)!

  32. Goal #1 -Collecting missing refereed publication citations research services resources • Library will email an FY13 publications report to each Chief Lab/Program Administrator, Division Administrator, and Metrics Maven for: • Distributing to authors/staff to verify for completeness • If any citations are missing, upload the missing citations in just 3 easy steps (instructions in email with reports) • Deadline is Friday, December 6

  33. research services resources

  34. Goal #2 Making sure each refereed publication citation has a full text document research services resources • Library has collected full text documents for refereed publications published by AGU, AMS, and Springer (331 of the 509 FY13 refereed citations) • Need help collecting the remaining missing 178 full text documents

  35. Goal #2 - Collecting missing full text documents research services resources • On December 9, Library will email an FY13 Missing Documents Report to each Chief Lab/Program Administrator, Division Administrator, and Metrics Maven for: • Distributing to authors/staff to identify missing documents • Upload the missing documents in just 3 easy steps (instructions in email with reports) • Deadline is Friday, January 31st

  36. Metrics and OpenSky Deadlines • Metrics due Wednesday, Dec 4 • Missing OpenSky FY13 refereed publication citations due Friday, Dec 6 • Missing FY13 full text documents due Friday, Jan 31 Metrics Database

  37. Questions? Thank you! Metrics Database

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