Canadian Common CV and Research Portal Workshop For Students

Transcription

1 Canadian Common CV and Research Portal Workshop For Students November 27, 2013 Kelley Bromley-Brits, PhD Grants Facilitation Officer Faculty of Arts, MUN Slides available at Follow us on Facebook: facebook.com/munartsgrants and Twitter: twitter.com/munartsgrants November 27, 2013 Kelley Bromley-Brits 1

2 Overview Participant introductions Name and Department Why do you need a CCV? How much experience do you have with the CCV? Intro to the Canadian Common CV Step-by-step overview (CCV & Portal) Hands-on component November 27, 2013 Kelley Bromley-Brits 2

3 Sources of information CCV How-to guides SSHRC page: CCV videos: Information on the CCV / Research Portal SSHRC NSERC CIHR CCV learning library: CCV help: FAQ: November 27, 2013 Kelley Bromley-Brits 3

4 What is the Canadian Common CV? November 27, 2013 Kelley Bromley-Brits 4

5 Which agencies use the CCV? SSHRC Insight Development Grants (xml) All programs by 2014 NSERC Discovery grants (individual and team) Subatomic Physics Suite Collaborative Research and Development Grants All programs by late 2015 CIHR Almost all competitions (reference number) Will stop accepting CV attachments very soon November 27, 2013 Kelley Bromley-Brits 5

6 Which agencies use the CCV? Other agencies Canada Council for the Arts NLCAHR (NL Centre for Applied Health Research) CFI (Canadian Foundation for Innovation) NCE (National Centers of Excellence) Alzheimer Society MS Society Canadian Diabetes Association Heart and Stroke Foundation Genome Canada And several others! November 27, 2013 Kelley Bromley-Brits 6

7 Why are agencies using the CCV? Allows researchers to have a single CV that they can use to apply to multiple agencies Streamlines procedures Makes it easier to apply for funding Ensures a common data set for all agencies Creates a public repository (Researchers Directory) You will be asked if you would like to submit your information when you complete your CV. November 27, 2013 Kelley Bromley-Brits 7

8 How do agencies use the CCV? Student/Postdoctoral Supervision Generic SSHRC NSERC CIHR Supervision Role x xx xx xx Supervision Start Date x xx xx Supervision End Date x xx Student Name x x xx Student Institution x x Student Canadian Residency Status x Study / Postdoctoral Level x xx xx xx Student Degree Status x xx x xx Student Degree Start Date x xx Student Degree Received Date x x Student Degree Expected Date x x x Thesis/Project Title x xx Project Description x x Present Position x x x Student Country of Citizenship x Project Funding Sources x Student Recognitions x Other Supervisors x Research Disciplines x Areas of Research x Fields of Application x November 27, 2013 Kelley Bromley-Brits 8

9 Can I automatically transfer data Maybe from my old CCV? If you ve completed a CCV before June 19, 2012, some of your data will have migrated to the new system They say ~90% of data transferred, but seems like <20% in practice Best to check every field as well: some appear to have been switched or deleted November 27, 2013 Kelley Bromley-Brits 9

10 Time commitment Will depend on how many contributions/ activities you have to enter Free-form text must be picked apart and entered as structured data After the initial entry, only maintenance Agency limits determine amount of data to enter November 27, 2013 Kelley Bromley-Brits 10

11 Some issues Sorting data on the website does not always transfer to the CCV This is a known problem and everyone is in the same boat; when new sorting rules come out your old data will be sorted correctly Your CCV won t validate without a month in the publications section If no month is associated, CCV clears the year If it s a Spring/Summer issue, select the month it is usually released November 27, 2013 Kelley Bromley-Brits 11

12 Caution: The CCV server may not be available at certain times and/or during high loads. It is highly recommended that you finish your CV early in the application process. System Maintenance is: Daily - 7:30 am to 9:30 am NL time Sunday - 6:30 am to 10:30 am NL time The system may be unavailable during this time.

13 Step-by-step overview November 27, 2013 Kelley Bromley-Brits 13

14 Step 1 Registering and Logging In To create a SSHRC CCV Go to: Select English or French. In the top menu bar, click Login.

15 If you are a new user, click Register.

16 Complete all mandatory fields (marked with an *) of the User Registration Personal Information page. Then click Next.

17 Complete all * fields Then click Submit. A CCV account has now been created for you.

18 To log in: If you already have a CCV account, enter your username and password. Then click Login.

19 Step 2 Selecting a Funding CV Once you have logged in, the Welcome page will appear. In the top menu bar, click CV. Select Funding.

20 From the Funding Source drop-down menu, select the Funding Agency. Then click Next.

21 From the CV Type drop-down menu, select the CV type. Then click Next. CGS-Master s has only one type: CGS-Master s

22 Step 3 Completing the Funding CV A list of sections will appear. Please review all sections to ensure that anything relevant to your application is included (note that not all fields are mandatory).

23 Step 4 Editing and Adding Entries Completing or updating sections Click the Edit icon ( a pencil) to edit a section If the section has multiple entries, a Submit? box will appear beside the entry. Check the box if you want that specific record to appear on your Funding CCV.

24 To create additional entries in a section, click Add. You must select one entry as your Primary Record. Green checkmark ( ) can mean: All mandatory fields are competed (otherwise you ll see a red X: ); OR The section is not mandatory for the CV you re currently working on

25 Example of Editing and Adding Entries Clicking the question mark in the blue circle will give you details on what type of information to include. Completing or updating sections All mandatory fields are indicated with an *.

26 You must click Done in each section in order to save your information and to return to the list of sections. It is important to use the Done or Undo (cancel) buttons to navigate. Do not use your browser s navigation buttons.

27 Yours would say CGS- Master s here. Step 5 Submitting your CCV

28 When you click Submit, your confirmation number will automatically be provided onscreen. You need the.xml file.

29 Click History in the top menu bar. The Submission History page will appear. For SSHRC/NSERC, click the.xml icon ( ). Yours would say CGS-Master s here. Note: Other agencies request the PDF file. To access it, simply click the PDF icon ( ).

30 A download window will appear. Select Save File and then click OK to save the.xml file on your computer.

31 Step 6 Upload your CCV For SSHRC/NSERC: You must log into the Research Community Portal. This is a different website than the CCV.

32 SSHRC/NSERC Research Portal New users click Create account. Saturdays: 9:00 am 11:00 am 2 nd Wednesday of each month: 7:30 pm 11:30 pm

33 Create a Research Portal account

34 Sign in to the Research Portal

35 Start/Open an Application When you first log in you ll see any applications you ve started. Open an application, or click Create application.

36 Application Overview There are 4 parts to an application. Click Edit or Attach to begin entering information. Clicking Module status will list all sections.

37 Module Status Each section has its own screen/page; you can go to it directly by clicking the title. An icon will notify you if a section is incomplete.

38 Module Sections Within each section, you can Show/Hide the Table of Contents, and use it to navigate.

39 Module Sections When you finish a section, click Save and next, or Save and validate. You can also go back to the application overview. Here, you ll see that the Table of Contents is hidden.

40 To upload attachments and the CCV Click Attach if you haven t already uploaded something, or Edit if you d like to update/change an uploaded file.

41 Enter the title of your file/ccv. Click Browse/Select. A dialog box will pop up; choose your CCV file on your computer. Click Open in the dialog box. Then click Upload on the website.

42 A message will appear indicating that you have successfully uploaded your file/ccv. To change the CCV you ve attached to your application, delete the file you ve uploaded, and attach the most recent version. There is no link between the Research Portal and the CCV website. Only your uploaded file will be seen.

43 The title you enter in the upload section will be the link you see in the Application Overview. Best to use your name and the date

44 Some other notes: Summary Don t just copy and paste your proposal This should be written in lay language; no jargon, no technical terms. An exercise in knowledge translation

45 Some other notes: Outline of Proposed Research Portal says you can upload 2 pages caution! Only 1 page is allowed for the proposal The other page is for your references

46 Some other notes: If you need more room in your attachments Set margins to 0.75 (1.91 cm) all the way around. Headers (with your name and section title) and footers (with the page number) can appear in the margins.

47 Some other notes: If you need more room in your attachments You re allowed a maximum of 6 lines/inch. To get this in Word set font to 12pt Times New Roman, select all text and change the paragraph settings to look like the ones to the right.

48 Where to go for help For questions about the CCV component Contact Dr. Kelley Bromley-Brits at For help with crafting your proposal or other aspects of your application See a faculty mentor; and Contact Dr. Rosemary Ommer at ommer@uvic.ca

49 Hands-on component November 27, 2013 Kelley Bromley-Brits 49