What is myResearch Portal?

2. What is myResearch Portal? Real-time, web-based access to administrative data associated with a primary investigator’s (PI) sponsored research

3. Compliance Approvals • People (IRB) • Animals (IACUC) • Legacy Compliance Approvals • People (IRB) – Reference only • Animals (IACUC) – No New, legacy and reference only • Bio-Hazardous Materials (IBC) • Radioactive Isotopes (UIC) CATS • Internal Approvals • Proposals • Awards • Negotiations PRAMS SIMS myResearch Portal • Research Accounts • General Funds • Financial Interest Disclosures COINS IBIS SIMBA

4. Access • All PSU employees have access • DUO authentication is required • Users only see what they have access to see in the source systems – IBIS, SIMS, etc. • Delegates • Investigators control delegate access (who, what sections) • Delegates see list of investigators for whom they are a delegate • Delegates cannot drill down unless have access to source system • Delegation end date defaults to 1 year • PI can set delegation end date to any date

5. Financial Accounts - IBIS • Real-time data directly from IBIS • Restricted accounts • Listed if financial access flag is Y on AURA • General, gift, endowment • Enter account number (XXX-XX-XXX UPXXXXX) • Must have DSTR in IBIS profile to see box (default for all faculty) • Accounts are remembered • Must have Extended Financial Access to account or cost center(s) • Delegates • Can drill down or enter account • Must have mnemonic or EFA access to account

6. Financial Accounts - SIMBA • Link to SIMBA • All financial reports and information will be viewed in SIMBA • All funding sources –restricted, unrestricted, cost-share, etc. will be viewable under on financial structure. • Delegates will only see account information in SIMBA if they have been granted access in SIMBA

7. Financial Details - IBIS • Estimated Available Balance • Subtracts fringe and F&A on encumbrances (like FIT) • Estimated fringe and estimated F&A “transactions” created • Category view • Details summed by common categories (see help for mapping) • Green categories include estimated fringe and overhead • Click category to see details • Details • Mouse-over encumbrance to see estimated fringe and F&A • Click column header to sort • Filter by object code, date, actual/encumbrance, etc. • Export to Excel (emailed)

8. Financial Details - SIMBA • All financial reports and information will be viewed in SIMBA • Reporting tools in SIMBA are more robust than those in IBIS or myResearch

9. Proposals and Awards • Real-time from SIMS • Delegates must have SIMS access to view details • IAF’s awaiting approval • Proposals • Listed if any role (not just PI) • Drill down • Only PI can view documents • Not-funded proposals available • Pending Negotiations • Award received, not fully processed by OSP • Drill down to see details and negotiator’s notes • Viewable by PI only

10. Proposals and Awards • Awards • Listed if investigator on award • Related awards combined • Drill down to see details • Only PI can view documents • Completed awards available • Subawards/subcontracts • Issued by PSU (not received) • Drill down to see details • Viewable by PI only • Non-Financial Agreements • NDA’s, teaming agreements, etc. • Drill down to see details • Viewable by PI only

11. Current and Pending The PI remains responsible to ensure that current and pending is complete and accurate. • Combines pending proposals and active awards • Related awards totaled • Four formats available • Titled • Compressed • NIH • NASA • No effort data (yet) • Microsoft Word document is emailed

12. Compliance Protocols • Research with: humans (IRB), animals (IACUC), biohazardous materials (IBC), or radioactive isotopes(UIC) • Real-time from CATS and PRAMS • Listed if user is listed on the study • Click to see details (e.g. training status) • Delegate must be listed on study to see details • Closed protocols available

13. Compliance Protocol Systems Mid-Transition from PRAMS (homegrown) to CATS (Huron Research Suite) • IRB • CATS: All Active protocols • PRAMS: Historic protocols only • IACUC • CATS: All new and most active protocols • IACUC: Remaining active protocols until next De Novo Review and historic Protocols • IBC • CATS: In Development • PRAMS: All New, Active and historic protocols • IBC • CATS: Next to be developed • PRAMS: All New, Active and historic protocols

14. Compliance Protocol Systems Currently address by manual processes Unmanned Air Systems • Piloting new system from Research Safety Solutions (RSS) Dive Safety • Evaluating system options Dual Use Research of Concern (IRE) • To be implemented in CATS Embryonic Stem Cell (ESCRO) • To be implemented in CATS

15. Conflict of Interest Disclosures • Real-time from COINS • Click disclosure to view in COINS • Never visible to delegates

16. Abstract Search • Awarded, Publicly accessible research grants • Very basic search capabilities

17. Coming Attractions • New Interface option with: • Improved accessibility • Retention of unrestricted accounts • Display of ORCID • Link to SIMBA for Financial Information

18. Future Enhancements Information for additional compliance protocols • Unmanned Air Systems (UAS) • Dual Use Research of Concern (IRE) • Embryonic Stem Cells (ESCRO) • Dive Safety (DCB) Integration of information from Core facility scheduling and billing systems • iLab • LEO