I plan to cover the following material: (01)
Potential Ontology Applications for National Science Foundation
Records Management (02)
Disclaimer: (03)
These remarks are unofficial.
Do not necessarily reflect NSF management views or policy. (04)
NSF Activities
Receive research proposals
Review research proposals
Either decline or award proposals
Send out money
Track money
Track progress (05)
NSF Record Management (06)
Every decision must be justified and documented
All money must be tracked, documented
Progress must be documented
Declines have approx. 20 records each
Awards will have several dozen records each
Active lifetime of award is approx. 5-10 years
Archival lifetime: currently life of agency
Archival records:
used for management studies
used to find, evaluate reviewers
used to assess PIs, novelty of proposals (07)
NSF Record Types (08)
Research (proposals, award abstracts, reports)
Reviews / award processing
Money (09)
NSF Records (010)
Policy Manual
Solicitations
Proposals
Reviews
IRB Approvals
Budgets (proposal, NSF)
Award letters
Award budgets
Award abstracts
Progress reports (011)
NSF Record Management
Currently both paper and digital
Transitioning to all digital
Multiple systems:
PARS, Fastlane, E-Jacket
Transitioning to more integrated system. (012)
Prospective Ontology Applications
Search
Routing
Reporting
Workflow management
Entity Resolution (013)
Search
Taxonomies, controlled vocabularies, ...
Used for query expansion, directory based searching (014)
Ontologies:
Record types
NSF administrative ontology (proposals, awards, PIs, SROs,
actions, states)
NSF org chart
Science taxonomies and synonyms (015)
Routing
Clustering proposals by topics
Ontologies would help clustering - cope with terminology
variation
Routing to clusters, PIs, panels, reviewers, ... (016)
Reporting
Some builtin reporting (by organization structure, proposal
status, ...)
Frequent demands for ad-hoc reports
e.g., by subject area, geography, institution, ...
Ontologies (taxonomies - esp. of science) would help immensely (017)
Workflow Management
NSF workflow management is several stove pipe applications
Info sharing - some shared DB, some messaging
Not built on Workflow Management System
Difficult to understand, change workflow
Difficult to understand state of proposal
Difficult to report fine-grained status of proposals
e.g., Most proposal are "pending" - why?
Need administrative ontologies
of proposal status, documentation, worfklow,
organization charts, ...
Ontologies could support formalization, automation of
workflow, workflow management (018)
Entity Resolution
Need instance level information on:
reviewers, PIs, institutions, awards, ...
Many persons / institutions appears multiple times
variant spellings, simple duplication
Need to resolve multiple entities (duplicate removal)
for tracking, reporting, searching, ... (019)
Slides to follow.
Comments invited. (020)
Frank Olken (021)
National Science Foundation
Computer and Information Science and Engineering Directorate
Intelligent Information Systems Division
Information Integration and Informatics
Suite 1125
4201 Wilson Blvd.
Arlington, VA 22230 (022)
Tel: 703-292-8930 (main)
Tel: 703-292-7350 (direct)
Email: folken@xxxxxxx (023)
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