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By Yvette Woell and Mary Hale Argonne Research Library Computing & Information Systems Division

An Overview of Argonne’s New Publication, Approval, Notification and Distribution Application (PANDA). By Yvette Woell and Mary Hale Argonne Research Library Computing & Information Systems Division April 2013. Today’s Challenges – Yesterday’s Process. Old Technology

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By Yvette Woell and Mary Hale Argonne Research Library Computing & Information Systems Division

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  1. An Overview of Argonne’s New Publication, Approval, Notification and Distribution Application (PANDA) By Yvette Woell and Mary Hale Argonne Research Library Computing & Information Systems Division April 2013

  2. Today’s Challenges – Yesterday’s Process • Old Technology • Online system created in 1991 • Paper based work flow & routing • Inefficiencies • Duplicate effort • Lacked online help • Users Want More Than a Submission Process • Author publications lists • Management requests for citation metrics • Personnel Changes • Staffing level reductions • Integration of review and release personnel and library personnel Argonne Research Library

  3. Process Improvement Initiative • 10-member Process Improvement Team August 2011 • RupySawhney, Consultant U of TN - Knoxville • Existing and proposed process mapped December 2011 • Team submits report to CIS Management December 2011 • Major limitations of current process are due to age and design of the current Argonne Publication Electronic Clearance system. • Team recommends new online system reflecting the recommended process streamlining • Business Operations Council Presentation February 2012 • Project Approved and Funded June 2012 • Pilot Testing March 11, 2013 Argonne Research Library

  4. Publication Approval Notification and Distribution Application (PANDA) • User Friendly Submission Process • Screens will display information relevant to the type of publication • Help screens and templates available in a single location • Option to save and return later to complete the submission • Workflow Routing and Approval • PANDA Researcher Dashboard • Supports submission of new publications • Allows the individual to compile a list of publications • Provides search feature for all Argonne authored publications Argonne Research Library

  5. PANDA Dashboard Features • Create a New Publication • “Getting Started” Help • Tutorials & Instructions • Getting to Know the PANDA Dashboard (PDF)Introduction to PANDA (Video)Submitting a Publication for Approval (Video)Submitting a Publication for Approval (Step by Step Instructions) (PDF)PANDA Publication Types (PDF)Selecting Conference Publications in PANDA (PDF)PANDA Training Session 2/28/13 (Video) • FAQs • Author’s Ten Most Recent Submissions with Status • Report Cover Templates • Search Feature Argonne Research Library

  6. PANDA Dashboard Argonne Research Library

  7. Create a New Publication – Select a Publication Type • Major Categories • Journal • Conference • Report • Web/Multimedia • Book • More Choices • Educational Item • Fact Sheet • Brochure/Pamphlet • Award Entry • Publication Type determines sub-categories, requested information, citation formatting and E-link type Argonne Research Library

  8. Initial Data Entry – Assignment of APT# Argonne Research Library

  9. 6 Data Tabs Open Upon Assignment of APT# • Tab #1 - Publication Detail • Tab #2 – Funding and Intellectual Property • Tab #3 – Access • Tab #4 – Attachments • Tab #5 – Submission Review • Tab #6 – Comments (Optional) Argonne Research Library

  10. Tab 1 – Publication Details • Citation Details • Journals • Select title of the journal to which you are submitting your manuscript from a list of over 7,000 journals pre-loaded into PANDA • Authors • Link to Argonne HR employee list for auto-complete • PANDA will build an authoritative list of non-Argonne authors • Keywords Argonne Research Library

  11. Tab 1 – Publication Details: Authors Argonne Research Library

  12. Tab #2 – Funding and Intellectual Property Argonne Research Library

  13. Tab #3 - Access Argonne Research Library

  14. Tab #4 - Attachments Argonne Research Library

  15. Tab #5 – Submission Review Argonne Research Library

  16. Routing • Approvals Required of all Submissions • Line Management • Patent Attorney • STI Review • Optional Approvals • Intellectual Property Attorney • Classification Officer/Derivative Classifier • Export Control Analyst Argonne Research Library

  17. Next Steps – Future Plans • Legacy Data Migration • Updating Citation Information Using Third-Party Data • InCites data match-up • Citation Counts? • PANDA as a foundation for an Institutional Repository Argonne Research Library

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