UnivRS Information Guide: CV Activities and Contributions

Transcription

1 UnivRS Infrmatin Guide: CV Activities and Cntributins March 2016

2 Table f Cntents 1. Intrductin UnivRS Lgin UnivRS Dashbard Switch Rle My Settings CV Activities Cntributins Artistic Wrk Intellectual Prperty Publicatin List Pages Curriculum Vitae and Frms Tasks Supprt / 15

3 1. Intrductin The University Research System (UnivRS) is a secure, web-based system that prvides pprtunities fr the research cmmunity t cllabrate n research prjects and cntributins. It serves as a central repsitry frm which ther systems can draw cnsistent and up-t-date infrmatin abut prjects and cntributins at the University f Saskatchewan (U f S). Fr infrmatin abut UnivRS r U f S plicies n Research and Schlarly Activities, visit: 2. UnivRS Lgin T access UnivRS, visit Enter yur NSID and passwrd (same as PAWS) and click the Lgin buttn. Figure 1: UnivRS lgin screen T lgut, click n yur username at the tp f the screen and select Lgut frm the drp-dwn menu. Nte: under nrmal circumstances, yu will be autmatically lgged ut after sixty (60) minutes f inactivity. Figure 2: Lgut screen 3 / 15

4 3. UnivRS Dashbard The UnivRS Dashbard is divided int fur sectins, which are summarized belw. Selecting Dashbard n the navigatin bar will bring yu back t this page at any time. Header Includes search and supprt ptins, my settings, and lgut capabilities. Navigatin Bar Prvides access t existing recrds, ntificatins and statistics. Cntent Area Highlights utstanding tasks and recently edited recrds. Add New Allws new recrds t be created. Figure 3: UnivRS Dashbard 3.1 Switch Rle A rle defines a type f user in UnivRS. All users must have at least ne rle assigned t access the system. Rights t cntent may be restricted, depending n the rle assigned. Switch Rle allws yu t mve between the different rles assigned and/r delegated t yu. When yu switch rles, yu have the rights assigned t that rle nly. The main rles are: Researcher: Create Activities, Cntributins and additinal recrds, depending n the situatin. Edit Activities and Cntributins n which yu are listed. View Activities and Cntributins that list yu as a cntributr. Head f Department: View Activities and Cntributins affiliated with yur Department, after the recrd has been Validated. Dean: View Activities and Cntributins affiliated with yur Department, after the recrd has been Validated. 4 / 15

5 T switch rles: On the UnivRS header, click n yur username and select Switch Rle frm the drp-dwn menu. Then select the rle frm the list f ptins. If yu have ne rle, the Switch Rle ptin is nt available. Figure 4: Switch rle 3.2 My Settings Use My Settings t set messaging preferences, delegate yur rle t anther user r uplad a prfile picture. T access My Settings : On the UnivRS header, click n yur username and select My Settings frm the drp-dwn menu. Figure 5: My Settings Messaging Settings: Yu may receive ntificatins by and/r via the UnivRS internal messaging system. T view unread ntificatins in UnivRS, select Ntificatins n the Navigatin Bar r click the Ntificatins icn n the UnivRS header t view unread ntificatins. User Delegatin: T delegate yur rle: Use Switch Rle t change t the rle yu wish t delegate. Click New delegatin. Figure 6: New delegatin buttn Enter the last name f the delegate and click the Search buttn. Figure 7: Search field Click n the + buttn t select yur delegate. 5 / 15

6 Figure 8: Add delegate Click Delegate t save the selectin. Figure 9: Delegate buttn T remve the delegatin, click the trashbin icn beside the delegates name. Click Delete, when the pp-up windw appears. Figure 10: Delete delegatin 4. CV Activities T add a CV activity: Click Add New n the UnivRS Dashbard and select CV Activity frm the Activities drp-dwn menu. Figure 11: Add New buttn Mve yur cursr ver each type f CV activity t view the help text. Click n the desired type f CV activity t access the edit page. Figure 12: CV Activity types Cmplete all fields marked with an asterisk (*) and ther fields, as required. Once cmpleted, click Save and Clse and set the wrkflw status t Validated. A pp-up windw may identify fields that must be cmpleted t set the wrkflw. Only recrds set t Validated will appear in a CV generated by UnivRS. Once the wrkflw is set, the list page fr CV Activities is displayed. The recrds are srted in descending rder and display the status f the recrd. 6 / 15

7 5. Cntributins Cntributins cntain fur primary cmpnents: Artistic Wrk, Publicatin, Intellectual Prperty and Search Prfile. Each f these cmpnents crrespnds t a sectin in the U f S Standard CV and/r the generic Canadian Cmmn CV. 5.1 Artistic Wrk T add an artistic wrk: Click Add New n the UnivRS Dashbard and select Artistic Wrk frm the Cntributins drp-dwn menu. Figure 13: Add New buttn Mve yur cursr ver each type f artistic wrk t view the help text. Click n the desired type f artistic wrk t access the edit page. Figure 14: Artistic Wrk types Cmplete all fields marked with an asterisk (*) and ther fields, as required. Tabs Navigates t sectins in the recrd. An asterisk indicates that at least ne field is required in that sectin. Help Text Prvides infrmatin t assist with the cmpletin f a field. Figure 15: Edit page fr Cmpsitin r Recrding Once cmpleted, click Save and Clse and set the wrkflw status t Validated. A pp-up windw may identify fields that must be cmpleted t set the wrkflw. Nte: nly recrds set t Validated will appear in a CV generated by UnivRS. Once the wrkflw is set, the list page fr Artistic Wrk is displayed. The recrds are srted in descending rder and display the status f the recrd. 7 / 15

8 5.2 Intellectual Prperty T add an intellectual prperty cntributin: Click Add New n the UnivRS Dashbard and select Intellectual Prperty frm the Cntributins drp-dwn menu. Figure 16: Add New buttn Cmplete all fields marked with an asterisk (*) and ther fields, as required. Once cmpleted, click Save and Clse and set the wrkflw status t Validated. A pp-up windw may identify fields that must be cmpleted t set the wrkflw. Nte: nly Validated recrds identified as patents will appear in the U f S Standard CV generated by UnivRS. Once the wrkflw is set, the list page fr Intellectual Prperty is displayed. The recrds are srted in descending rder and display the status f the recrd. 5.3 Publicatin There are fur ways t add a publicatin: 1. Manually: T add manually, click Add New n the UnivRS Dashbard and select Publicatin frm the Cntributins drp-dwn menu. Figure 17: Add New buttn Mve yur cursr ver each type f publicatin t view the help text. Click n the desired type f publicatin t access the edit page. 8 / 15

9 Figure 18: Publicatin types Cmplete all fields marked with an asterisk (*) and ther fields, as required. Tabs Navigates t sectins in the recrd. An asterisk indicates that at least ne field is required in that sectin. Help Text Prvides infrmatin t assist with the cmpletin f a field. Figure 19: Edit page fr Bk Review Once cmpleted, click Save and Clse and set the wrkflw status t Validated. A pp-up windw may identify fields that must be cmpleted t set the wrkflw. Nte: Only recrds set t Validated will appear in a CV generated by UnivRS. Once the wrkflw is set, the list page fr Publicatins is displayed. The recrds are srted in descending rder and display the status f the recrd. 2. Imprt frm nline publicatin databases: T imprt frm an nline database, click Add New n the UnivRS Dashbard and select Publicatin frm the Cntributins drp-dwn menu. Click Imprt frm and select external surces frm the drp-dwn menu. Figure 20: Imprt ptin Click the + buttn t select ne desired business card. Figure 21: Business card Select at least ne surce, including any desired paramaters, and click Search. 9 / 15

10 Figure 22: Search parameters Results will appear belw the search functin and may be separated int tabs and pages. Each tab represents a different surce (e.g., PubMed, Web f Science, etc.); each page prduces up t ten (10) publicatins at ne time. Tabs Navigates t difference surces (PubMed, Web f Science, etc.). Pages Navigates t additinal publicatins. Figure 23: Search results Select the publicatin(s) t be imprted and click Validate. Imprt the selected publicatin(s) by clicking Cnfirm. It may take several minutes t imprt int UnivRS. Figure 24: Cnfirm and imprt Once cmpleted, an imprt verview will be prvided. Click Validate yur publicatins t assess the list page fr Publicatins. Figure 25: Validate yur publicatins Open each recrd by clicking n the title f the publicatin. 10 / 15

11 Cmplete all fields marked with an asterisk (*) and ther fields, as required. Once cmpleted, click Save and Clse and set the wrkflw status t Validated. A pp-up windw may identify fields that must be cmpleted t set the wrkflw. Nte: Only recrds set t Validated will appear in a CV generated by UnivRS. Once the wrkflw is set, the list page fr Publicatins is displayed. The recrds are srted in descending rder and display the status f the recrd. 3. Imprt frm a file: T imprt frm a file, click Add New n the UnivRS Dashbard and select Publicatin frm the Cntributins drp-dwn menu. Click Imprt frm and select file frm the drp-dwn menu. Figure 26: Imprt ptin Click the + buttn t select ne desired business card. Click t uplad a BibTeX, Endnte (X1/X2/Tag), Reference Manager (RIS) r Refwrks file frm yur desktp cmputer. Once the file is upladed, click Imprt publicatins t imprt the desired publicatin(s). It may take several minutes t imprt int UnivRS. Figure 27: Imprting publicatins Once cmpleted, an imprt verview will be prvided. Click Validate yur publicatins t assess the list page fr Publicatins. Figure 28: Validate yur publicatins Open each recrd by clicking n the title f the publicatin. Cmplete all fields marked with an asterisk (*) and ther fields, as required. Once cmpleted, click Save and Clse and set the wrkflw status t Validated. A pp-up windw may identify fields that must be cmpleted t set the wrkflw. Nte: nly recrds set t Validated will appear in a CV generated by UnivRS. Once the wrkflw is set, the list page fr Publicatins is displayed. The recrds are srted in descending rder and display the status f the recrd. 11 / 15

12 4. Imprt frm a search prfile: Create a search prfile: Click Add New n the UnivRS Dashbard and select Search Prfile frm the Cntributins drp-dwn menu. Select at least ne surce, including any desired paramaters, and click Save & clse. Set the wrkflw t Active and click Dne. Once the wrkflw is set, the list page fr Search Prfiles is displayed. The recrds are srted in descending rder and display the status f the recrd. Nte: the search prfile will nly need t be created nce. Imprt frm a search prfile: Click Imprt frm and select search prfiles frm the drp-dwn menu. Figure 29: Imprt ptin Click Use Saved Search Prfile(s) t select an existing search prfile. Click Edit Search Prfie(s) t edit an existing search prfile at any time. Click the + buttn t select ne desired business card. Click Run search prfile. It may take several minutes t prduce results. Results will appear belw the search functin and may be separated int tabs and pages. Each tab represents a different surce (e.g. PubMed, Web f Science, etc.); each page prduces up t ten (10) publicatins at ne time. Click Imprt t imprt the desired publicatin(s). It may take several minutes t imprt int UnivRS. Rejected publicatins will be stred in yur search prfile fr future reference. Figure 30: Search results When a publicatin has been imprted, the Reject and Imprt actins will be replaced with Imprted Figure 31: Imprted 12 / 15

13 After yu have imprted r rejected the publicatin(s), click Publicatins list view t assess the list page fr Publicatins. Only recrds that have a status f Nn-Validated will be shwn. Open each recrd by clicking n the title f the publicatin. Cmplete all fields marked with an asterisk (*) and ther fields, as required. Once cmpleted, click Save and Clse and set the wrkflw status t Validated. A pp-up windw may identify fields that must be cmpleted t set the wrkflw. Nte: nly recrds set t Validated will appear in a CV generated by UnivRS. Once the wrkflw is set, the list page fr Publicatins is displayed. The recrds are srted in descending rder and display the status f the recrd. 6. List Pages A list page is limited t ne type f infrmatin (e.g., a list f publicatins) and prvides access t existing recrds in UnivRS. Yu may filter, exprt and generate reprts n existing recrds based n identified criteria in the tlbar. Nt all list pages have reprts. Figure 32: Tlbar fr list page Filters can be used t apply unlimited search criteria, such as fields and wrkflw statuses, t lcate desired infrmatin. Multiple criteria can be entered by using + the buttn. Figure 33: Applying a filter Each recrd is presented with key infrmatin, including the title and wrkflw status. A recrd may be pened r brwsed by clicking n the title r by using the arrw n the right-hand side f each recrd. Figure 34: Functins available fr a recrd 13 / 15

14 7. Curriculum Vitae and Frms T generate a curriculum vitae (CV) r frms: Click Generate CV n the UnivRS Dashbard and select an Output Template frm the menu. Figure 35: Generate CV Select the type f cntent yu wuld like t include in the CV r frm, including preferred start and end dates. All cntent will be checked by default; blank dates will prvide a cmprehensive CV. Once cmpleted, click Generate CV t generate the CV r reprt. Figure 36: Generate CV Once generated, yu will be prmpted t pen, save r cancel the dcument n the bttm f yur screen. Click the desired ptin t retrieve r cancel the reprt. Figure 37: CV Optins 8. Tasks T create a task: Click Add New n the UnivRS Dashbard and select Task frm the Activities drp-dwn menu. Cmplete all fields marked with an asterisk (*) and ther fields, as required. 14 / 15

15 Once cmpleted, click Save and Clse and set the wrkflw status t In Prgress. A pp-up windw may identify fields that must be cmpleted t set the wrkflw. Once the wrkflw is set, a list page fr Tasks is displayed and a ntificatin is sent t the persn assigned t cmplete the task. The recrds are srted in descending rder and display the status f the recrd. Any change t the wrkflw status will trigger a ntificatin t the persn registering the task. Tasks appear in the Things t D sectin f the UnivRS Dashbard fr the persn respnsible fr cmpleting the task. The persn respnsible fr cmpleting the task can change the status t Cmpleted r Declined. Figure 38: Things t d 9. Supprt T help get yu started, we encurage yu t visit t access the UnivRS Infrmatin Guides, brwse frequently asked questins and read prject dcuments. Yu may register fr training sessins thrugh ICT Training Services. Questins abut training may be directed t univrs.training@usask.ca If yu need additinal assistance with UnivRS, click Help n the UnivRS header r cntact univrs.supprt@usask.ca. 15 / 15