2022 :: Electronic Research Administration | The University of New Mexico

10/6/2022: New training opportunities for Streamlyne Proposal Development have been added for October.

To register for a session: https://survey.az1.qualtrics.com/jfe/form/SV_a36Jvlf5Z0E1TJY

Beginning Oct. 17, all proposals will require a Streamlyne record. If the submission is to a sponsor which has its own submission portal, the non-S2S template in Streamlyne should be used. If the submission is to grants.gov , proposers have the option of completing a S2S record in Streamlyne or using Workspace in grants.gov or ASSIST for NIH if they are familiar with those systems.

Three types of training are available.

Streamlyne Proposal Development Introduction (1hr): covers the basics of working in Streamlyne and the simplified proposal template required for submitting all external funding proposals except Grants.gov system-to-system submissions. This training is sufficient for most proposals, including NSF submissions.
- ~~Monday, October 10 at 11am~~
- ~~Tuesday, October 18 at 2pm~~
- ~~Thursday, October 27 at 10am~~
- ~~Friday, October 28 at 1pm~~
- A pre-recorded version is also available at https://streamlyne.unm.edu/resources/index.html
Managing Forms and Attachments for Grants.gov Submissions (1hr): covers the process of downloading Grants.gov opportunities into Streamlyne and managing forms and attachments for system-to-system submissions. Prerequisite: please attend a Proposal Development Introduction session first.
- ~~Friday, October 14 at 2pm~~
- ~~Monday, October 24 at 10am~~
Budget Building for Grants.gov Submissions (1hr): covers the process for creating budgets and subawards in Streamlyne for Grants.gov system-to-system submissions. Prerequisite: please attend a Proposal Development Introduction session first.
- ~~Tuesday, October 11 at 3pm~~
- ~~Tuesday, October 25 at 2pm~~

10/5/2022: Streamlyne is now available to all UNM users for proposal preparation

Streamlyne is now available to all UNM users for proposal preparation ( https://research.unm.streamlyne.org ). Beginning October 17, proposals will not be accepted by OSP for review using Cayuse, and must be submitted to OSP using Streamlyne. If users find they are unable to access Streamlyne or are not affiliated with the correct unit, please email assocvpr@unm.edu with your name, email and org code so the database can be updated.

Resources for developing proposals in Streamlyne, both S2S and non-S2S, are available under the Resources tab. Additionally, Faculty Research Support Officers are available to assist in proposal development; you can schedule an appointment with an FRSO here.

Instructions for using sponsor portals (e.g., research.gov , Workspace, ASSIST) can be accessed from the relevant sponsor.

Please submit questions to: assocvpr@unm.edu.

10/5/2022: Streamlyne COI Module Training is Here!

The COI Disclosure process has also been integrated into Streamlyne and will go live on October 17, with the call for Annual Disclosures coming out at the end of October.

Because the Streamlyne process is likely unfamiliar to most UNM researchers, we would like to invite you to attend a training on the Streamlyne COI module. Training will take approximately one hour and will provide you with the information you will need to complete your 2022-2023 annual disclosure. Please RSVP using the link below the schedule.

Trainings are scheduled for the following dates and times:

~~October 4: 3:30 PM~~
~~October 5: 1:30 PM~~
~~October 6: 9:00 AM~~
~~October 10, 10:00 AM~~
~~October 11: 1:30 PM~~
~~October 13: 4:00 PM~~
~~October 17: 11:00 AM~~
~~October 20: 9:00 AM~~
~~October 21: 3:00 PM~~
~~October 24: 3:00 PM~~
~~October 27: 9:00 AM~~
~~October 31: 10:00 AM~~
~~November 1: 1:30 PM~~
~~November 3: 9:00 AM~~
~~November 5: 1:00 PM~~

To sign up for one of these trainings please go to this link: RSVP and choose a time to attend in order to get the Zoom link emailed to you.

Questions? Contact coiresearch@unm.edu or 505-277-1045

8/31/2022 Project Update

In preparation for the transition from Cayuse to Streamlyne at the end of September, we will be offering a number of training sessions for proposal preparation in Streamlyne. Most sessions will be held live via Zoom. Additional training opportunities will be offered later in the semester, and you may find a variety of resources here: https://streamlyne.unm.edu/resources/index.html

Two types of training are offered.

“Non-S2S” training (1 hr) covers the basics of working in Streamlyne and the simplified proposal template required for submitting all external funding proposals except Grants.gov proposals. This training is sufficient for most proposals, including NSF submissions.
“S2S” training (3 hrs) covers the process of submitting proposals into Grants.gov using Streamlyne’s system-to-system integration.

** If you are a PI planning to submit a proposal in OCTOBER 2022, we highly recommend giving advance notice to your unit level research support staff and the Faculty Research Development Office (https://frdo.unm.edu/?q=network_directory) so that they can support you through the process.

The following training dates are currently scheduled.

Click here to RSVP for one or more sessions

Non-S2S proposal training:

Tuesday, September 6, 2-3pm via Zoom
Wednesday, September 7, 9-10am via Zoom
Thursday, September 8, 3:30-4:30pm via Zoom
Wednesday, September 14, 3:30-4:30pm via Zoom
Monday, September 19, 3-4pm via Zoom

S2S (Grants.gov) proposal training:

Thursday, September 15, 9-12am via Zoom
Tuesday, September 20, 2-5pm via Zoom
Monday, September 26, 2-5pm (in person in EOD training rooms 1016 and 1018, Perovich Business Center, Room 183)

7/27/2022 Project Update

Assistant VPR Melissa Emery Thompson will lead a (virtual) hands-on workshop on creating a proposal in Streamlyne Tuesday, August 9, 9am-11 am. We will be focusing on using the system to create proposals that do NOT go through grants.gov, such as proposals to NSF, state of NM, foundations, etc. We will focus on proposals that are submitted through grants.gov (i.e., NIH, DOE) at a later date.

This workshop is open to anyone who has responsibility for creating proposal records (currently CayuseSP) or who simply wants to learn how to do it.

As part of the workshop, we will be breaking into smaller groups for guided practice in Streamlyne. Please RSVP at the link below so we know how many breakout rooms we will need. We will provide info for a “fake” proposal or you can bring one that you have submitted previously to use in the practice session.

https://survey.az1.qualtrics.com/jfe/form/SV_6Fk5LWkZFMH1ABU
We will send out more information prior to the meeting, but feel free to send any questions to assocvpr@unm.edu.

6/15/2022 Project Update

Streamlyne IRB is fully implemented. New protocols and amendments have been submitted successfully! There have been a few instances of graduate students losing access as their status changes with the semester; IT is working to develop a solution. In the meantime, IRB staff can restore access for individuals who experience this issue. The tip sheets and videos on the IRB Streamlyne website ( https://irb.unm.edu/streamlyne/index.html) are proving to be extremely helpful for users.

Configuration work on the other modules—Proposal Development, Award, and COI—continues. A group of OSP and Faculty Research Development Office (FRDO) staff have been working diligently to learn and test functionality of the system and to identify modifications that will improve the user experience. We are on schedule for these modules to “go-live” in September and are working on a plan for a smooth transition from Cayuse to Streamlyne. Note that both systems will be available for a period to ensure we do not lose capability to submit proposals during the transition period.

Assistant VPR Melissa Emery Thompson demonstrated creating a proposal to the National Science Foundation in Streamlyne at the June Research Administrators Network (RAN) meeting. While the appearance and navigation of Streamlyne differs from Cayuse, the data to be entered and the process for submitting proposals is very similar to our current state for proposals that are not submitted through grants.gov. Proposals that use the system-to-system (S2S) process with grants.gov are more complex and will be the focus of future sessions. Beginning this month, Dr. Thompson will be holding in-person training opportunities for staff. If you are interested in attending training sessions, use the “Contact Us” form on this website to let us know. In July, a schedule of training opportunities will be developed.

5/23/2022 Project Update

Streamlyne IRB is live!

To access Streamlyne for submission of Human Subjects Research (IRB) protocols: https://research.unm.streamlyne.org/

UNM's IRB office has developed a number of helpful tip sheets to get you started: https://irb.unm.edu/streamlyne/index.html

Other Streamlyne Modules (Conflict of Interest, Proposal Development) are not yet available. The entire platform is scheduled to go live in Fall 2022.

5/12/2022 Project Updates

As previously announced, the UNM IRB is no longer accepting submissions via IRBNet. Any submissions not specifically requested by the IRB will be automatically withdrawn.

The tentative go-live date for the new submission database, Streamlyne, is May 17, 2022. The OIRB is holding Streamlyne training workshops as noted below. Please join us for this important training!

May 23, 2022 2:00pm-3:00pm

https://unm.zoom.us/j/96187960491

Passcode: 065180

May 26, 2022 11:00am-12:00am

https://unm.zoom.us/j/93458154462

Passcode: 707171

June 1, 2022 2:00pm-3:00pm

https://unm.zoom.us/j/94057808384

Passcode: 554439

Questions? Please send an email: irbmaincampus@unm.edu.

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4/18/2022 - Project Status Update

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Spring is here and we are getting ever closer to launching the IRB Module in Streamlyne! Linda Mayo, Director of the Office of the IRB and her team are working diligently to ensure a smooth transition from IRBNet to Streamlyne and has notified IRB users of the following key dates:

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The last day to submit to the UNM IRB using IRBNet will be Sunday, May 8, 2022. undefinedundefined
Because IRBNet cannot be taken offline, any submissions to the UNM IRB after 5/8/22 will be automatically withdrawn each morning.
All packages that are submitted to the UNM IRB on or prior to May 8 ^th will be processed and reviewed by the IRB the week of 5/8/22. undefinedundefined
Any previously submitted packages that are pending a response to pre-review will be automatically withdrawn and will have to be resubmitted in Streamlyne.
During the downtime, Events Reports and JIT requests can be made by emailing relevant documentation to irbmaincampus@unm.edu. undefinedundefined
Basic information from currently active studies in IRBNet will be migrated to Streamlyne. This information includes the Title, PI name, Student Investigator name (if student project), IRBNet ref# and the currently approved protocol document.
Exempt studies, JIT/118 determination and projects deferred to external IRBs will not be migrated.
The GO LIVE date for Streamlyne will be approximately May 17, 2022. This date is still tentative; final GO LIVE date will be announced once data migration activities have been completed and audited. undefinedundefined
If you have a completed project that can be closed with the IRB (all data has been de-identified), please submit a closure report before 5/8/22.

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To schedule faculty training for Streamlyne, please contact me at undefinedundefinedpetreel@unm.edu. Beginning in May, Streamlyne video trainings and Tip Sheets will be available at undefinedundefinedhttps://irb.unm.edu/. undefinedundefined

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The IT members of the Streamlyne Project Team are working with their Streamlyne counterparts to further enhance the system’s ability to increase efficiencies by automating user roles and permissions—a process that is largely manual in our current Cayuse system.

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All of the Project Team members are busy testing system functions and interactions between modules in order to fully understand how we can best use the system to reduce administrative burden on users, ensure data integrity, and increase efficiencies. They are also developing support structures for users, including training materials. More info on workshops will be coming this summer.

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3/16/2022 - Project Status Update

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Here’s a quick update in regards to the overall status of the Streamlyne implementation.

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undefinedundefinedProposal Development (PD) Moduleundefinedundefinedundefinedundefined

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Functional leads and the project team have been testing Streamlyne’s system functionality in the configuration environment.
A decision has been made by the project team to utilize the Contracts Negotiation module which captures all activities and statuses associated with all types of agreements.
The project team is continuing to evaluate the Quick Proposal module versus using Proposal Templates in the Proposal Development module.
Streamlyne has conducted several PD training sessions for individuals from different departments outside of the project team.

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undefinedundefinedAwardsundefinedundefinedundefinedundefined Moduleundefinedundefinedundefinedundefined

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The Awards module working sessions with Streamlyne will begin March 15 undefinedundefined^th to acclimate the project team to the module’s functionality and make configuration decisions for UNM’s Streamlyne environment. undefinedundefined

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undefinedundefinedIRB Moduleundefinedundefinedundefinedundefined

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IRB working sessions continue as all configuration decisions are being completed.
The integration of CITI with the CONFIG environment is nearing completion. undefinedundefined
IRB has firmed up the timeline for “go live”, and continues to test functionality and create training materials for IRB users.

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undefinedundefinedCOI Moduleundefinedundefinedundefinedundefined

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COI’s weekly working sessions with Streamlyne will begin the first week in April.

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undefinedundefinedExport Control Moduleundefinedundefined undefinedundefined

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UNM and Streamlyne met in early February to discuss the current state of Export Control and desired functionality. Streamlyne will demo Export Control in April or May.

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undefinedundefinedOther Updatesundefinedundefinedundefinedundefined

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Fit-Gap Analysis: IRB and PD teams participated in fit-gap sessions. The few gaps found in both areas can be resolved either through a process adjustment or a workaround in Streamlyne. undefinedundefined
Reporting Module: IRB is working through the Streamlyne reports and listing ones that will need to be customized for IRB’s use. undefinedundefined
Support Model: Support Model meetings are being held to identify items/processes that will require manual support after the project. undefinedundefined
Person Data Integration: UNM continues the work on creating Person Data integration from Banner to Streamlyne. undefinedundefined

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3/7/2022 – Project Status Update

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Hooray for UNM Cherry and Silver! Just a short update today as our project team continues to test and configure Streamlyne. The configuration environment has been updated with our UNM logo and colors, so we are thrilled to be able to show you a screenshot of the new eRA system. While this change is cosmetic, it is just the most visible of significant configurations to enhance coordination with our existing systems and improve the user experience. undefinedundefined

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undefinedundefined proposal-branding

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undefinedundefinedUNM Traditions: Cherry represents the color of the sunset on the Sandia Mountains. From up in the Sandias, the Rio Grande looks like a silver ribbon winding through the valley. undefinedundefined

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Go Lobos!

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2/15/2022 – Project Status Update

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The UNM project team has been working diligently through several areas of the Streamlyne implementation project. The following is a high level view of the status for each area.

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undefinedundefinedProposal Development (PD) Moduleundefinedundefinedundefinedundefined

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The PD working sessions are winding down with system configurations and data loads nearing completion.
Streamlyne demonstrated features of the Contracts Negotiation module; the UNM team is discussing how it can be used most effectively.
UNM team members continue to test the UNM configuration (CONFIG) environment and provide feedback to Streamlyne.

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undefinedundefinedAwards Module undefinedundefinedundefinedundefined

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Working sessions will begin for this module as soon as PD sessions are complete.

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undefinedundefinedIRB Moduleundefinedundefinedundefinedundefined

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The IRB module will be the first module to “go live” in May.
Working sessions with Streamlyne have been very productive in making configuration decisions for the IRB module.
The integration of CITI with the CONFIG environment is moving forward as planned. undefinedundefined
Legacy data export from IRBNet to Streamlyne is also moving forward.
IRB is firming up Communication, Testing, and Training Plans in preparation for the May launch.

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undefinedundefinedCOI Moduleundefinedundefinedundefinedundefined

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COI’s weekly working sessions with Streamlyne will begin in April.

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undefinedundefinedExport Control Moduleundefinedundefined undefinedundefined

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The UNM team will meet with Streamlyne later in February to discuss the timeline for launching the Export Control module.

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undefinedundefinedReporting Moduleundefinedundefinedundefinedundefined

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This month Streamlyne gave a demonstration of the Reporting Module to the project team. There are 116 “out of the box” reports which can be edited and exported to a spreadsheet for further manipulation.

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undefinedundefinedOther Updatesundefinedundefinedundefinedundefined

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After the current state gathering from all research areas was completed, the process steps are now included in a fit-gap analysis which is used to show the similarities or differences between how work is currently being performed and how it will be performed in Streamlyne. Once gaps are logged from this analysis, an action or solution can be determined and implemented to close those gaps.

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1/17/2022 – Project Status Update

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A lot has happened in the last few months! Streamlyne has been working closely with the research project team to understand UNM’s needs, as well as to familiarize the team with the product’s functionality.

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Through weekly working sessions, the project team has worked with Streamlyne personnel to identify and load data in the configuration environment. Data uploads include people sponsors, organizations, protocols, and different types of attachments. This allows the project team to begin testing two of Streamlyne’s modules, Proposal Development (PD) and IRB.

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A sub-team has been identified to investigate and test the many reports available in Streamlyne’s reporting environment. They will compare Streamlyne’s out-of-the-box reports to existing reports, and identify any that need customization.

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An important phase of this project is current state gathering-capturing high level processes from each research unit. This allows UNM to identify processes that are currently manual, key components of the relevant systems are in use (i.e. Cayuse, Banner, etc.), and current reporting needs. Once the processes have been inventoried and workflows created, the next step is to identify the future state, moving from current systems to Streamlyne and identify any gaps that may exist.

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In the next few months, UNM’s project team will be busy testing Streamlyne’s functionality, continuing to load and import data, and creating a robust training process for all users. Please submit any questions you have about the Streamlyne project to undefinedundefinedContact Us/Feedback. undefinedundefined

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Thank you!