1. 1 Module 7: Science

2. Objectives 2 Welcome to the Cayuse424 Science module. In this module you will learn:  Cayuse424 Basic Template Concepts.  How to use Cayuse424 templates using a PC or MAC to:  Create a Research Plan from scratch.  Work with an existing Research Plan.  Create a Biosketch.  Create other miscellaneous documents.  Create all Science documents in PDF suitable for uploading to the proposal and transmitting electronically to the grant agency.

3. The Challenge 3 One of the challenges of electronic submissions to Grants.gov is preparing PDFs of your Research Plan and attaching them into the correct sections of the grant proposal. Cayuse424 provides several Word templates that make this job quick and easy. If you create your Research Plan using one of the Cayuse424 templates, you will be able to create PDFs and attach them to the appropriate sections in a few simple steps.

4. How Do Templates Work? 4 The templates provide bookmarks, along with header and footer commands. Bookmarks are the mechanism that ensures that each section of the Research Plan is attached to the appropriate section of the proposal when it is uploaded.

5. Before You Get Started 5 Before you can use the templates to create your Research Plan, you must ensure that two Cayuse424 tools are downloaded onto your desktop.  Cayuse424 Templates.  Cayuse424 PDF Print Installer. In many organizations, the download is performed by technical support. However, you may download your own tools. For details on how to do this, refer to the Desktop Readiness training module.

6. Cayuse424 Science Templates 6 Cayuse424 provides four templates :  ResearchPlan1_1: To use when you are starting a Research Plan from scratch. This template inserts “gssectheads” into a blank Word document and then generates bookmarks during the print phase that will allow your Research Plan to be efficiently uploaded into your grant proposal.  ResearchPlanAddIn1_1: To use if you have an existing Research Plan. This template will insert section heads into your existing plan so that you can upload it quickly and easily into your grant proposal.  Biosketch: Provides a template in which to create Biosketches.  BlankContPage: Use to create individual pages such as Abstracts, Narrative, Equipment, Facilities, etc. that can be attached to the grant proposal.

7. Template Defaults/Tips 7 Template Defaults are set accordingly to NIH standards:  Default Margins= ½ inch  Default Font = Arial 11 Template Tips  Do not insert manual page breaks into your Research Plan  Manual page breaks cause unwanted page breaks in the PDF version of the plan, creating additional unwanted pages

8. Template Usage 8 In the remaining slides of the Science module you will learn how to use the templates to support development of new and existing research plans. The procedures for using the Cayuse424 Science templates are described first for PCs and then for MACs because each computer handles the template differently.

9. 9 Research Plan Template Usage for PCs

10. Creating Research Plan From Scratch 10 To create a Research Plan from scratch:  Open Word  File:New  On the task pane, click on Templates on my computer or General Templates.

11. Creating Research Plan From Scratch 11 In the dialog, click on the Cayuse tab. Choose Researchplan1_1.dot.

12. Creating Research Plan From Scratch 12 Complete Configuration Information:  PI Name.  Section 4 Heading.  Human Subjects Scenarios (required). Click OK

13. Creating Research Plan from Scratch 13 Cayuse424 formats the template with the appropriate section heads required for your Research Plan. Type and/or insert your research plan, section-by-section.

14. Creating Research Plan from Scratch 14 Name and save your document.

15. Previewing the Research Plan 15 Click Preview PDF to view the Research Plan as a PDF stripped of all header and footer information, per NIH requirements. Click Preview Paper to view the Research Plan as a PDF that includes header and footer information (e.g., PI’s name page numbers, etc.). This version is for your reviewing convenience and is not forwarded to NIH.

16. Reconfigure Info 16 Reconfigure Info  If necessary, click to reconfigure an existing plan that has section heads already inserted.

17. Reconfigure Info 17 Reconfigure Info  When you click Reconfigure Info the Configuration Information dialogue box is displayed.  Click the appropriate boxes to reconfigure the elements included in your Research Plan.

18. Print Paper/PDF 18 Print Paper/PDF  Use Print Paper/PDF to print a version of the PDF that includes headers and footers.

19. Display Outline 19 Display Outline  Display Outline displays all section heads that may be required in the Research Plan. Use this as a point of reference when checking to make sure your Research Plan has all the required sections.

20. Creating a PDF of the Research Plan to Upload to the Proposal 20 To create a PDF of your Research Plan:  Click Preview PDF to suppress document headers and footers.  Click PDF for Esub. The system will prompt you for a destination folder for the PDF of the Research Plan.

21. Creating a PDF of the Research Plan to Upload to the Proposal 21 Once the Research Plan is saved as a PDF, a dialogue box tells you where it’s located and what sections were not included. Click OK. It’s a good idea to verify that the PDF appears as you expected once it’s created.

22. Working with an Existing Research Plan 22 In the event that you have a previously written Research Plan that you want to electronically submit using Cayuse424, you will use the ResearchPlanAddIn1_1 template. It will automatically insert the proper section heads and bookmarks into your existing plan so that you can easily upload the plan in PDF format into the proposal.

23. Working with an Existing Research Plan 23 Start by opening up your existing Research Plan in Word.

24. Working with an Existing Research Plan 24 Go to Tools: Templates/Add- Ins At the template dialogue box:  Click Cayuse  Click ResearchPlanAddIn.dot  Click Add

25. Working with an Existing Research Plan 25 Once the template has been added, click OK.

26. Working with an Existing Research Plan 26 Note the Cayuse Tool Bar has been added. Click Reconfigure Info.

27. Working with an Existing Research Plan 27 The Configuration Information form is displayed. Enter the PI name and check the appropriate boxes. When you click okay, the template add-in function will begin to scan your existing Research Plan for section heads.

28. Working with an Existing Research Plan 28 You will receive a message verifying that the section head highlighted is the correct section head that should be bookmarked by the add-in template. Verify each section head and click YES or NO as appropriate.

29. Working with an Existing Research Plan 29 Repeat this process for every section head. Once verified, the section head is converted to the proper style.

30. Working with an Existing Research Plan 30 Add any missing sections or correct any poorly worded section headers. Click Reconfigure Info again. Repeat until all section heads have been inserted.

31. Working with an Existing Research Plan 31 When the configuration is complete, a dialogue box will indicate the sections that are missing from the pro-forma Research Plan outline. If you completed the configuration information properly these sections will not be required on your proposal.  Review the list and click OK.  Save your document with the changes.

32. 32 Research Plan Template Usage for MACs

33. Creating the Research Plan From Scratch 33 From the Word Toolbar, Select File, and then click Project Gallery. Click Cayuse.

34. Creating the Research Plan From Scratch 34 Click on the ResearchPlan1_1 template. Then click Open.

35. Creating the Research Plan From Scratch 35 Cayuse424 generates a list of section heads. To configure them for your Research Plan requirements, enter PI name, starting page # and check the appropriate boxes. Click OK.

36. Creating the Research Plan From Scratch 36 The system generates a Word document with the appropriate section heads based on your configuration specifications and adds the Cayuse Toolbar.

37. Creating the Research Plan From Scratch 37 Save your document. You are now ready to type your Research Plan directly into the template.

38. Working with an Existing Research Plan 38 In the event that you have a previously written Research Plan that you want to electronically submit using Cayuse424, you will use the ResearchPlanAddIn1_1 template. It will automatically insert the proper section heads and bookmarks so that you can easily upload the plan in PDF format into the proposal. Instructions on how to use the add-in template are detailed on the next several slides.

39. Working with an Existing Research Plan 39 Start by opening up your existing Research Plan in Word.

40. Working with an Existing Research Plan 40 From the Word Toolbar: Select Tools. Select Templates and Add-Ins. At the Templates and Add-ins window: Select Add. Click OK.

41. Working with an Existing Research Plan 41 Click ResearchPlanAddIn1_1. Click Open. Navigate to the Cayuse folder

42. Working with an Existing Research Plan 42 The ResearchPlanAddIn1_1 is added and checked. Click OK.

43. Working with an Existing Research Plan 43 Once you add the ResearchPlanAddIn1_1.dot, the Cayuse Toolbar is displayed.

44. Working with an Existing Research Plan 44 Click Reconfigure Info.

45. Working with an Existing Research 45 The Configuration Information form is displayed. Enter the PI name and check the appropriate boxes When you click OK, the template add-in function will begin to scan your existing Research Plan for section heads.

46. Working with an Existing Research Plan 46 You will receive a message verifying that the section head highlighted is the correct section head that should be inserted by the add-in template. Verify each section head and click OK or NO as appropriate. Verify that the section head is properly identified, then click Yes.

47. Working with an Existing Research Plan 47 Once verified, the section head is replaced by the gssectheads. Repeat until all section heads are inserted.

48. Working with an Existing Research Plan 48 When the configuration is complete, a dialogue box will indicate the sections that are missing from the pro-forma Research Plan outline. If you completed the configuration information properly these section will not be required on your proposal. Review the list and click Dismiss. Save your document with the changes.

49. Previewing the Research Plan in PDF Format 49 As you continue to work on your Research Plan in the template, you can view it in one of two ways using buttons on the toolbar.  Click Preview PDF to view the Research Plan as a PDF stripped of all header and footer information, per NIH requirements.  Click Preview Paper to view the Research Plan as a PDF that includes the PI’s name on the top right corner of each page, and page numbers at the bottom of each page. This version is for your reviewing convenience and is not forwarded to NIH.

50. Previewing the Research Plan in PDF Format 50 Display Outline displays all section head that may be required in the Research Plan. Use this as a point of reference when checking to make sure you Research Plan has all the required sections.

51. Creating the PDF to Upload to the Proposal 51 To format your Research Plan from Word into a PDF document click Preview PDF on the toolbar.

52. Creating the PDF to Upload to the Proposal 52 In the Word print window, choose Save as PDF and save the document using the normal Mac Save process.

53. Place Bookmarks in the PDF Research Plan 53 Open the application “addbookmarks.jar”, which is located in the OS_X_424_resources” folder. Select your Research Plan PDF and click Open.

54. Place Bookmarks in the PDF Research Plan 54 A new document will be created with “_BM” added to the title.

55. Place Bookmarks in the PDF Research Plan 55 A dialog shows you the bookmarks added to the PDF. If they are all there, you are ready to attach. Click OK. If a Bookmark is missing check your source document for incorrect headers (spelling, phrase, etc). The bookmarked PDF filename has _bm appended to it.

56. 56 Biosketch Template Usage for PCs and MACs

57. Creating a Biosketch Using the Template 57 Open New document from template. Choose Biosketch template. Enter Configuration Information. Click OK. Complete Form, as desired Save in Word.

58. Creating a Biosketch Using the Template 58 To create a PDF version of the saved Biosketch:  Click PDF for Esub  Specify a location in which to save the PDF.  Once the PDF has been click OK on the PDF Complete dialogue box.

59. 59 Blank Continuation Page Template Usage for PCs and MACs

60. Using the Blank Continuation Page Template 60 Open New document from template. Choose BlankContPage.dot template. Enter Configuration Information. Complete form, as appropriate.

61. Using the Blank Continuation Page Template 61 Use the commands on the Cayuse424 Toolbar to reconfigure, preview, print and create a PDF for e-submission.

62. Uploading the Research Plan to the Proposal 62 Once you have saved your Science documents in PDF format, you can upload it to the proposal. Refer to the Compete Build training module for details on how to do this.

63. Conclusion 63 This concludes the Cayuse424 Science module. In this module you learned:  Cayuse424 Basic Template Concepts  How to use Cayuse424 templates using a PC or MAC to:  Create a Research Plan from scratch.  Work with an existing Research Plan.  Create a Biosketch.  Create other miscellaneous documents.  Create all Science documents in PDF suitable for uploading to the proposal and transmitting electronically to the grant agency.