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

Metrics Database and OpenSky for FY13

Metrics Database

October 30, 2013

Presented by Helen Moshak & Jennifer PhillipsLatest versions developed by

David VanceSharon Clark

Agenda

• Introductions• Tour of Metrics Database and OpenSky

upgrades• FY13 Metrics and OpenSky Schedule

Metrics Database

Metrics Dbase and OpenSky

Metrics Database

https://www.ncar.ucar.edu/internal/metrics/ and

http://opensky.library.ucar.edu/

Metrics Mavens

Metrics Database

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)

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)

Metrics Mavens Testers Extraordinaire!

Metrics Database

Yvonne Mondragon (UCARPRES)Tammy Kepple (EOL)

Patti Kidd (EOL)Ligea Ferraro (UCP)

Jennifer Phillips (NCARLIB)Cindy Worster (NCARDIR)

Bonnie Slagel (NESL) Amy Knack (HAO)

None of this would be possible with our Incredibly Talented Developers

Metrics Database

David Vance (NCARDIR)and

Sharon Clark (LIB)

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

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

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

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

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

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

Help and Last Name AutoComplete• Help in the Top Nav

• Last Name Autocomplete from People Dbase with FOT

Metrics Database

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

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

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

Expanded Delete Confirmation

Metrics Database

Sorting and Filtering

• Introductions• To Sort -use orange column header arrows• To Filter – use general, FY, or column

search fields Metrics Database

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

Quick Answer Results

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

Metrics Database

Metrics Database and OpenSky

Metrics Database

Web of Science

OpenSkyMetrics Database

Our Individual Staff and Program Metrics

Our Institutional Repository ofPublication Citations and

Associated Full Text Documents (assets)

Online Scientific Citation Indexing Service

(subscription based)

Tracking our service & contributions

Creating access to our scholarship

Presentations

Presentations• 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

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Bridge to OpenSky

Metrics Database

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OpenSky Changes

• New basic search– Geared toward general user

• Featured publication highlight• Facets on results help narrow scope• Download button to feature full text

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Metrics searches

• Strategies for getting to advanced/metrics specific search– Search all, use facets– Search known (author last name/UPID)

http://opensky.library.ucar.edu/

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FY13 OpenSky Refereed Publications Goals

1. Review list and add any missing refereed publication citations

2. Make sure all of this year’s citations have a full text document

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Goal #1 - Adding our missing FY13 refereed publication citations

• 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)!

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Goal #1 -Collecting missing refereed publication citations

• 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

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Goal #2 Making sure each refereed publication citation has a full text document

• 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

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Goal #2 - Collecting missing full text documents

• 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

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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

Questions?

Thank you!

Metrics Database