1. Presentation for University of Missouri - RFP # 14-9001-DH U August 29, 2013 FACULTY ACTIVITY INFORMATION REPORTING SYSTEM

2. AGENDA THOMSON REUTERS SOLUTION HELPS UM ADDRESS: FACULTY NEEDS ADMINISTRATOR NEEDS CUSTOMIZATION IMPLEMENTATION APPROACH TECHNICAL / END USER TRAINING SUPPORT SOLUTION ROADMAP

3. THOMSON REUTERS SOLUTIONS Identify, access and advance the world’s leading scientific knowledge Measure and benchmark the impact of your research activities and funding dollars Guide strategic decision-making with best-in-class information, analytics and consulting Foster open collaboration and dissemination of research to advance scholarship

4. WEB OF KNOWLEDGE SM The world’s most trusted scholarly and scientific research and citation databases. Powerful search and analytic tools identify high impact work and emerging science, while seamless EndNote ® integration streamlines research, enables collaboration, and speeds manuscript creation. RESEARCH ANALYTICS A continuum of products, tools and services that support analytics needs – from answering a single question to creating an enterprise-wide decision support system – helping our customers connect research with impact. SCHOLARONE TM Peer-review workflow solutions for publishers, societies and associations that streamline and accelerate article and conference-related submissions, review and evaluation.

5. FACULTY NEEDS

6. DIGITIAL CVs IMPORT BIBLIOGRAPHIC DATA – ENDNOTE IMPORT EXTERNAL DATASOURCES – WEB OF SCIENCE SCOPUS, MEDLINE, MINIMAL DATA ENTRY AND AUTO UPDATING POPULATING FLEXIBLE TEMPLATES PROXY SERVICE MAINTAIN DOCUMENT REPOSITORY DISAMBIGUATE AUTHORS DIRECT FEEDS FROM UM SYSTEMS PROMOTION AND TENURE WORKFLOW SUPPORTS TEACHING, SERVICE, & RESEARCH ACTIVITIES SIMPLE UI WITH CUSTOMIZABLE LABELLING CUSTOMIZABLE FOR COLLEGE, DEPT, DIVISION

7. FACULTY NEEDS Recommen dations: We will alert users of new items to consider for their profiles. Users decide which activities cannot be viewed by the public. Regular alerts for new articles, grants, and patents matched to profile Tools to verify and add data to profile by user or proxy Settings to regulate sharing of profile data Data export to CV, Reports, ResearcherID, and InCites University data sources are used to define the list of active faculty and staff

8. Forms can be customized for your institution’s needs MINIMAL DATA ENTRY – SIMPLE FORMS

9. 8 DISAMBIGUATION & ResearcherID Authors get a unique identifier (ResearcherID #), searchable in Web of Science Author and institution get public exposure and encourage collaborations

10. InCites metrics can be integrated with Research In View 9 InCites normalized citation metrics add more performance context to Research In View profiles. Research In View profiles can be used to generate an InCites Research Performance Profile, for consistency.

11. 10 DIGITAL CV

12. FIND EXPERTS 11

13. 12 PUBLIC PROFILES

14. NIH BIOSKETCH TEMPLATE - WORKFLOW NIH Biosketch template on the Documents page of Research In View (RIV) Application. User will see a Document Preview of their NIH Biographical Sketch matching that of current standards.

15. NIH BIOSKETCH TEMPLATE – WORKFLOW CONTINUED Document Preview will map current RIV activities set to user’s biosketch template.

16. NIH BIOSKETCH TEMPLATE – WORKFLOW CONTINUED User can: Create a customized Activities Set to apply to their NIH Biosketch template. Create unique Activity Sets to apply for multiple Biographical Sketches submissions (i.e. multiple grants)

17. NIH BioSketch Template – Workflow continued User will be able to export their NIH Biosketch template into Word and PDF documents.

18. NIH BIOSKETCH TEMPLATE – WORKFLOW CONTINUED User will be able to edit the Word Document of their Biosketch template before submission.

19. ADMINISTRATOR NEEDS

20. CORE ADMINISTRATOR NEEDS DATA AND SYSTEM INTEGRATION SUPPORT FOR DATA INTEGRATION AND SETUP JOINT APPOINTMENTS FLEXIBLE WORKFLOW FOR REVIEW AND PROMOTION REPORTING BY SCHOOL, DIVISION, REPORTING BY ACTIVITY: PUBLICATIONS, GRANTS PRIVACY SETTING & DATA CONTROL AUTO POPULATE WEB PAGES CUSTOMIZABLE REPORTING

21. ADMINISTRATOR NEEDS CONT’D CUSTOMIZABLE REPORTING COURSE DATA REPORTING AD HOC REPORTING JOINT APPOINTMENTS DELEGATE AUTHORITY ACCREDITATION REPORTING DISPLAY GRANT & PUB INFORMATION GENERATE P&T AND ANNUAL FACULTY REVIEW UPDATING PROFILE PAGES BIOSKETCH & TEMPLATES

22. REPORTING - User can apply filters to multiple activity types and view detailed reports across Activity, Group, and Faculty report pages. User can Filter and Group By to view meaningful data for specific reporting purposes. Answering question(s) like: – Which of my Grants are for projects under $15,000. – How many published journal articles did the Biology Department create in the past 6 months with a percent authorship greater than 80%?

23. ATTRIBUTE LEVEL REPORTING

24. REPORTING - CONTINUED User can navigate across multiple reports (Activity, Faculty, and Group) on the current filter applied to see different levels of reporting.

25. GROUP REPORTS 24 Run group reports to compare activities across faculty members within a group. Choose any group of activities for the report.

26. FACULTY REPORTS 25 Summarize activities for one faculty member

27. CUSTOMIZATION

28. LEVEL OF CUSTOMIZATION BRANDING & LINKS ACTIVITY TYPES & DATA ELEMENTS DOCUMENT FORMATTING AUTHENTICATION SYSTEM INTEGRATION CUSTOM VIEWS FACULTY DEPARTMENT OUTPUTS

29. University administrators can create a custom group of individuals for running reports. 28 CUSTOM GROUPS Show only custom groups.

30. Setting up a custom submission round: Submission round manager sets all of the criteria and instructions, and invites users to the submission round. SUBMISSION ROUNDS-P&T workflow

31. SUBMISSION ROUNDS Faculty members can track the submissions they must submit and which ones they have already submitted.

32. SUBMISSION ROUNDS A submission round manager can track the status of submissions, and click to view users’ submitted documents.

33. MANAGE USERS Add new administrator, edit existing administrator information or disable administrator account(s). Add new user, search for user, edit existing user information (name, user name, roles, groups, integration user Id, enable or disable a user), reset password, and auto login to a user account.

34. MANAGE GROUPS Add schools, departments, and research centers to create institution reporting structure KAUST

35. RESEARCH IN VIEW ADMINSTRATIVE CONSOLE – CUSTOMIZATION Institution can customize activity pick list to each departments requirements. Institution can customize any text resource in the Research In View user interface. Institution customize activity type and attributes to meet institution requirements. For example: Change Clinical Trials to Ensayos Clinicos.

36. CUSTOM ACTIVITY TYPE Institution can add its own activity types via the administrative console. Attributes can be added to existing activity types.

37. Find Web Service information on Human Resources, Activities and CERIF Import/Export. Validate user data and view import or export summary. DATA INTEGRATION

38. ACCREDITATION

39. CUSTOM TEMPLATES Map data elements to template elements Create word file includes the mapped data elements that will merge with the user’s profile data TR staff exposes the new template in the DOCUMENTS page of RIV RIV user chooses the template on the DOCUMENTS page, applying any filtering of data via existing filter capability on the DOCUMENTS page RIV system displays a document that includes the static text of the template merged with the user’s profile data according to the mapping defined in steps 1 and 2; Export

40. Reporting - continued De-duplication: Journal Article and Conference Paper and Proceedings Activities that are matching across Faculty and Groups in an institution are de-duplicated when counted for reports ensuring that i.e. co-authored articles are accurate in reporting as a single instance. User has the ability to export the report to Excel, Word, and PDF formats.

41. USER INTERFACE

42. END USER CUSTOMIZATION EASE OF USE DATA ENTRY EFFICIENCY PLATFORM OPTIONS

43. IMPLEMENTATION & TRAINING

44. PROJECT PLANNING & ROLL OUT SLA DISASTER RECOVERY TECHNICAL SPECIFICATIONS TECHNICAL TRAINING OPTIONS ONLINE RESOURCES IN PERSON WEBINARS END USER SUPPORT OPTIONS ONLINE IN PERSON WEBINARS

45. Implementation Manager Customer Education & Training Communication Technical Integration Implementatio n team Support & Services (library) Technology Team Communication Main TR POC pre, during and post implementation 1 st level support for questions and problems Liaison for concept refinement Main UC-Chile POC during and post implementation 1 st level support for questions and problems SPONSOR / committee Faculty Key Contact Administrators

46. Implementation Overview TR Implementation Manager Becomes the main point of contact for implementation, pre and post sale, Acts as a service consultant to guide the customer in understanding the types of data that could be integrated and customized through RIV Creates and manages the implementation schedule for the customer Acts as first-level support for questions and problems that arise. Becomes the product liaison by assisting with the generation of ideas and concept refinement through feedback sessions and provide the feedback to the RIV product development team.

47. IMPLEMENTATION PHASES 46 PLANLAUNCHINTEGRATIONPREPARE ‣ Project kick off meeting ‣ Confirmation of training and support needs ‣ Technical activities ‣ Define communication plan ‣ Project schedule ‣ Communication ‣ Data mapping ‣ Validate and signoff on technical activities ‣ Test and perform profile data transfer ‣ TR support in technical activities and data transfer ‣ Communication ‣ Confirm go-live date ‣ User acceptance testing (UAT) ‣ Training for local trainers ‣ Training for users ‣ Documentation ‣ Communication ‣ Final approval of system readiness ‣ Readiness of IT administrators and support ‣ Pre go-live meeting ‣ Go-live communications are sent ‣ Go-live

48. IMPLEMENTATION TIMELINE 47 Month 1 Month 2 Month 3 Month 4 License agreement signed Project kick-off Assumptions, risks, project schedule agreed upon Data Mapping/ Customization Training e Trainers Launch Chile and TR support is prepared Pilot testing User acceptance testing; readiness Begin bi-weekly technical meetings

49. ROADMAP

50. THE NEXT PHASE OF RESEARCH ASSESSMENT Built upon the foundation already relied upon by over 5,600 universities, governments and research institutions from more than 100 countries, we will deliver new capabilities and integrated solutions to support research excellence. RESEARCH PRODUCING ORGANIZATIONS STRONG BRAND CONSISTENT ANALYTICS & PROFILES CONNECTED NETWORKS INTEGRATED & UNIFIED DATA All solutions created from a common data source Publications Patents Grants Esteem Collaborations User Supplied Aggregated information to identify and monitor relationships People Collaborations Journals Grants Fields Identical indicators available across all solutions Author Organization Journal Region User Defined

51. THE NEXT GENERATION OF INCITES Services Global Comparisons Research In View Institutional Profiles Research Profiles Journal Citation Reports INCITES A single destination for all research assessment & evaluation needs Tools Content Essential Science Indicators Semi-Custom Analytics Custom Analytics Syndicated Analytics Custom Data Sets Web Based Cloud & API Mobile Access