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Mastering the SSHRC Common CV Dr. Robin Smith, Specialist, External Grants November 27, 2013 Research Services Office

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Page 1: Research Services Office · General Tips : — If you have non-academic co-applicants or collaborators, different fields may be mandatory/optional — For all screens, click “Add”

Mastering the SSHRC Common CV

Dr. Robin Smith, Specialist, External Grants November 27, 2013

Research Services Office

Page 2: Research Services Office · General Tips : — If you have non-academic co-applicants or collaborators, different fields may be mandatory/optional — For all screens, click “Add”

Why is SSHRC adopting the Common CV and Research Portal?

Common CV: Intended to streamline procedures as the CV data entered once by the

researcher can be used to apply for a variety of funding opportunities (Tri-Council, CFI, & ~20 others)

Facilitate the collection of a common data set required by agencies

Create a public repository, which will showcase Canadian researcher expertise

Research Portal: The Research Portal provides a single point of entry for applicants,

reviewers, committee members, institutions and partners

It is compliant with the Government of Canada’s standards for accessibility, usability, and interoperability

Introduction

Page 3: Research Services Office · General Tips : — If you have non-academic co-applicants or collaborators, different fields may be mandatory/optional — For all screens, click “Add”

Introduction

What SSHRC competitions use the Common CV? — Currently only Insight Development Grant, but all

programs will be migrated over in the next 2 years — First implementation was the 2013 IDG competition — Will be used for 2014 IDG competition

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How long does it take to complete the Common CV? — Budget at least a full day (may take

longer)

Page 4: Research Services Office · General Tips : — If you have non-academic co-applicants or collaborators, different fields may be mandatory/optional — For all screens, click “Add”

1. Register and log in to the CCV system:

Note: your data will not be transferred from the previous SSHRC Web CV BUT if you already have a CCV, common information will be transferred to the SSHRC CCV.

Creating a SSHRC CCV

Creating a SSHRC CCV

Page 5: Research Services Office · General Tips : — If you have non-academic co-applicants or collaborators, different fields may be mandatory/optional — For all screens, click “Add”

2. Select the SSHRC CCV template:

TIP: Funding-specific CV versus Generic CV – if you know you are applying for SSHRC, select the SSHRC CCV template.

Creating a SSHRC CCV

Creating a SSHRC CCV

Page 6: Research Services Office · General Tips : — If you have non-academic co-applicants or collaborators, different fields may be mandatory/optional — For all screens, click “Add”

3. Complete the SSHRC CCV :

Green check marks indicate that there are no errors, and that all MANDATORY information has been completed

Creating a SSHRC CCV

Creating a SSHRC CCV

Page 7: Research Services Office · General Tips : — If you have non-academic co-applicants or collaborators, different fields may be mandatory/optional — For all screens, click “Add”

Some helpful resources before you start: https://ccv-cvc.ca/info_en/documentation.shtml

1. Research Classification system (not needed for SSHRC CCV)

Contains an hierarchical listing of the research classification entries available in the CCV. The following tables are listed: Research Discipline Technological Application Area of Research Field of Application

2. Full dataset

Contains the full list of sections and fields available in the CCV dataset, which represents the Generic CV. Most Funding agencies will ask you to submit only a subset of this information.

3. Section sorting rules

Shows how the records within a section are sorted.

Creating a SSHRC CCV

Page 8: Research Services Office · General Tips : — If you have non-academic co-applicants or collaborators, different fields may be mandatory/optional — For all screens, click “Add”

General Tips: — If you have non-academic co-applicants or collaborators,

different fields may be mandatory/optional — For all screens, click “Add” if you want to add a new record. — Click “Done” to save your changes — Click the pencil icon to edit — Entering Organization (auto-compete feature) — Record sorting feature — Asterisks indicate mandatory fields — To maintain data in Common CV, but not include in SSHRC CV,

uncheck the “submit” box — Green checkmark means that all mandatory fields have been

completed — While many sections have been designated as optional, you are

encouraged to indicate all pertinent information

Creating a SSHRC CCV

Page 9: Research Services Office · General Tips : — If you have non-academic co-applicants or collaborators, different fields may be mandatory/optional — For all screens, click “Add”

Personal Information (mandatory): — Identification Most will be populated from your Account details Your first name and family name used to create CCV must be

identical to those used to create Research Portal account — Language Skills — Address Indicate a Primary Record – should be your Department

address — Telephone — Email Email address used to create account on Research Portal

must be identical to at least one listed here — Website (optional)

Creating a SSHRC CCV

Page 10: Research Services Office · General Tips : — If you have non-academic co-applicants or collaborators, different fields may be mandatory/optional — For all screens, click “Add”

Education : Degrees (mandatory)

— Select Organization (improved Search function) — Only use “Other Organization” if not in search list

Credentials (optional): — A designation earned to assure qualification to perform a

job or task such as a certification, an accreditation, a designation, etc.

— Example: Professional Counsellor (Canadian Professional Counsellors Association)

Creating a SSHRC CCV

Page 11: Research Services Office · General Tips : — If you have non-academic co-applicants or collaborators, different fields may be mandatory/optional — For all screens, click “Add”

Recognitions (optional): — Acknowledgments, appreciations and monetary rewards (not

directly related to your research funding) — TIP: Research funding should be entered in the Research

Funding History section – not here.

— Honor: Recognition to show a high mark of respect for your overall contribution or meritorious conduct, usually over a long period of time (e.g. Honorary Citizen, Honorary Degree, etc.)

— Distinction: Recognition for achieving outstanding results or demonstrating high standards in your work or volunteer activities

— Prize/Award: to recognize excellence in a certain field. An award or prize may carry a monetary value.

— Citation: Recognition received as a formal expression of praise

Creating a SSHRC CCV

Page 12: Research Services Office · General Tips : — If you have non-academic co-applicants or collaborators, different fields may be mandatory/optional — For all screens, click “Add”

User Profile (mandatory): Research Specialization Key Words

— Minimum of 1 record must be submitted

Temporal periods (optional) — e.g. Applications in history, archaeology, classics

Geographical regions (optional) Countries (optional)

— Relates to your general expertise – not just this project

Creating a SSHRC CCV

Page 13: Research Services Office · General Tips : — If you have non-academic co-applicants or collaborators, different fields may be mandatory/optional — For all screens, click “Add”

Employment: Academic work experience (mandatory)

— Employment in an academic environment — Mandatory elements include:

Position title, position status (part-time/full-time), start date, organization, department, tenure status

TIP: For on-going (current) appointments, leave “end-date” blank

Non-academic work experience (optional) — TIP: Only include non-academic work experience that will assist the

committee in assessing your capability (e.g. relevant professional experience, community organization experience, etc)

Leaves of absence and impact (optional) — Describe how the leave of absence or delay affected research activities

and/or dissemination of research results — TIP: Only complete where you need to explain delays in research and

dissemination

Creating a SSHRC CCV

Page 14: Research Services Office · General Tips : — If you have non-academic co-applicants or collaborators, different fields may be mandatory/optional — For all screens, click “Add”

Research Funding History (mandatory): Maximum of 8 entries (include those most recent

and/or relevant) Includes: Grants, Contracts, Fellowships, Chairs,

Scholarships (to applicant) — Mandatory elements include: Funding title, type, status,

role, start date, funding source (1 record)

Entries will be sorted by status, then by funding end date

Creating a SSHRC CCV

Page 15: Research Services Office · General Tips : — If you have non-academic co-applicants or collaborators, different fields may be mandatory/optional — For all screens, click “Add”

Activities (optional): — Only entries with end dates in the last 6 years can be

included (February 2008 on). Teaching Activities

— Program Development Contribution in cases of development of an entire course of

study (date first taught within past 6 years)

Supervisory Activities — Student/Postdoctoral Supervision Contribution to the productivity and progress, usually for

academic credit, of directly supervised students, postdocs or research associates. Only supervisory activities with start dates in last 6 years

Creating a SSHRC CCV

Page 16: Research Services Office · General Tips : — If you have non-academic co-applicants or collaborators, different fields may be mandatory/optional — For all screens, click “Add”

Activities cont. (Optional) Administrative activities

— Event administration: Services contributed in the planning, organization,

coordination and staging of a public event (e.g. conference planning) Only events with end dates in last 6 years

— Editorial Activities Contribution in the provision of an opinion statement

regarding a certain topic

Assessment and Review Activities — Journal Review activities Services contributed to examine a journal, formulate a

judgement, and a statement of that judgement

Creating a SSHRC CCV

Page 17: Research Services Office · General Tips : — If you have non-academic co-applicants or collaborators, different fields may be mandatory/optional — For all screens, click “Add”

Activities cont. (Optional): Participation activities

— Event participation: Services contributed in taking part in an event (e.g.

conference, seminar, workshop) Only events with end dates in last 6 years

Community and Volunteer Activities — Services contributed, unpaid, on behalf of one’s locality,

social, religious, occupational, or other group sharing common characteristics or interests, but not directly related to the person's research activities

Creating a SSHRC CCV

Page 18: Research Services Office · General Tips : — If you have non-academic co-applicants or collaborators, different fields may be mandatory/optional — For all screens, click “Add”

Contributions:

— Only include contributions from the last 6 years

February 2008 onwards

— To keep older contributions in your generic CCV, just uncheck the “submit” box (not submitted to SSHRC CCV)

— Categories include:

Presentations

Interviews and Media Relations

Publications (mandatory – though not all categories)

Artistic Performances

Intellectual Property

Creating a SSHRC CCV

Page 19: Research Services Office · General Tips : — If you have non-academic co-applicants or collaborators, different fields may be mandatory/optional — For all screens, click “Add”

Contributions:

Publications

— TIP: add any PubMed articles first – data can be retrieved using PubMed ID number: http://www.ncbi.nlm.nih.gov/pubmed

— TIP: You are required to indicate a month for publication – if N/A select January, or a reasonable guess

— TIP: Use an asterisk (*) to indicate students who are co-authors on contributions listed.

— TIP: Indicate funding source of contributions

Presentations vs Conference Publications

— The latter are published in proceedings

Creating a SSHRC CCV

Page 20: Research Services Office · General Tips : — If you have non-academic co-applicants or collaborators, different fields may be mandatory/optional — For all screens, click “Add”

When your CCV is complete, and error-free : Click “Submit” in the CCV system

— TIP: you can do this more than once – if you update your data, you can submit again

Agree to the “Consent” conditions If you want your name and CCV information to appear in

the Researcher Directory, click Yes. If not, click No. Take note of the “Confirmation number” (copy) Go to the Research Portal and open your IDG application Go to the Upload CCV screen and enter confirmation # Click “upload”

— Name and email address used for Research Portal and CCV must be identical

— IMPORTANT: All co-applicants and collaborators must also complete a CCV – invite them early!!

Uploading your SSHRC CCV

Page 21: Research Services Office · General Tips : — If you have non-academic co-applicants or collaborators, different fields may be mandatory/optional — For all screens, click “Add”

SSHRC is adopting a new Grant Management System, in conjunction with the CCV

This is the same system/interface being adopted by NSERC

1. Sign in to the Research Portal (or register if first time user)

— TIP: your data/account will not be transferred from the old SSHRC online system – you must create a new account

2. Go to “Create Application” tab 3. Select the appropriate application form and click

“Create” 4. The form will now appear under “Applications” and can

be opened for editing

SSHRC Research Portal

Page 22: Research Services Office · General Tips : — If you have non-academic co-applicants or collaborators, different fields may be mandatory/optional — For all screens, click “Add”

Application screen overview: 1. Application form and module status

2. Attachments

— Detailed Description, Timelines, References

3. Canadian Common CVs

— Will show status of all participant CCVs (Applicant, Co-Applicant/s, Collaborator/s)

— Enter the confirmation # from the CCV system to upload

4. Invitations (do this early!!)

— Co-applicants and collaborators must be invited to participate. Provide the name, email address, and role. An email will be sent to each participant with instructions on how to accept the invitation and upload their CCV

SSHRC Research Portal

Page 23: Research Services Office · General Tips : — If you have non-academic co-applicants or collaborators, different fields may be mandatory/optional — For all screens, click “Add”

Application screen overview: Click “Edit” to open form and edit content View “Application Status” to check the status of each

module (green checkmark when complete) As you complete each screen, save and validate to

ensure information is completed correctly Use “Show Table to Contents” to navigate quickly

between different sections of the form Click “Export application & attachments to PDF” to

create a PDF version of the entire application NOTE: The CCVs are viewed separately

SSHRC Research Portal

Page 24: Research Services Office · General Tips : — If you have non-academic co-applicants or collaborators, different fields may be mandatory/optional — For all screens, click “Add”

For further information contact: Robin Smith, PhD Specialist, External Grants Research Services, University of Calgary [email protected] (403) 220-5647

For help with CCV and Research Portal: [email protected] 613-995-4273