Module 7 for MAC Users : Science

1
Module 7 for MAC Users Science
2
Objectives

• Welcome to the Cayuse424 Science module.
• In this module you will learn
• Cayuse424 Basic Template Concepts.
• How to use Cayuse424 templates using a MAC to
• Create a Research Plan from scratch.
• Work with an existing Research Plan.
• Create a Biosketch.
• Create other miscellaneous documents.
• Create all Science documents in PDF suitable for
  uploading to the proposal and transmitting
  electronically to the grant agency.

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The Challenge

• One of the challenges of electronic submissions
  to Grants.gov is preparing PDFs of your Research
  Plan and attaching them into the correct sections
  of the grant proposal.
• Cayuse424 provides several Word templates that
  make this job quick and easy.
• If you create your Research Plan using one of the
  Cayuse424 templates, you will be able to create
  PDFs and attach them to the appropriate sections
  in a few simple steps.

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How Do Templates Work?

• The templates provide bookmarks, along with
  header and footer commands.
• Bookmarks are the mechanism that ensures that
  each section of the Research Plan is attached to
  the appropriate section of the proposal when it
  is uploaded.

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Before You Get Started

• Before you can use the templates to create your
  Research Plan, you must ensure that two Cayuse424
  tools are downloaded onto your desktop.
• Cayuse424 Templates.
• Cayuse424 PDF Print Installer.
• In many organizations, the download is performed
  by technical support.
• However, you may download your own tools. For
  details on how to do this, refer to the Desktop
  Readiness training module.

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Cayuse424 Science Templates

• Cayuse424 provides four templates
• ResearchPlan1_1 To use when you are starting a
  Research Plan from scratch. This template
  inserts gssectheads into a blank Word document
  and then generates bookmarks during the print
  phase that will allow your Research Plan to be
  efficiently uploaded into your grant proposal.
• ResearchPlanAddIn1_1 To use if you have an
  existing Research Plan. This template will
  insert section heads into your existing plan so
  that you can upload it quickly and easily into
  your grant proposal.
• Biosketch Provides a template in which to
  create Biosketches.
• BlankContPage Use to create individual pages
  such as Abstracts, Narrative, Equipment,
  Facilities, etc. that can be attached to the
  grant proposal.

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Template Defaults/Tips

• Template Defaults are set accordingly to NIH
  standards
• Default Margins ½ inch
• Default Font Arial 11
• Template Tips
• Do not insert manual page breaks into your
  Research Plan
• Manual page breaks cause unwanted page breaks in
  the PDF version of the plan, creating additional
  unwanted pages

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Template Usage

• In the remaining slides of the Science module you
  will learn how to use the templates to support
  development of new and existing research plans.
• The procedures for using the Cayuse424 Science
  templates are described first for PCs and then
  for MACs because each computer handles the
  template differently.

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Reconfigure Info

• Reconfigure Info
• When you click Reconfigure Info the Configuration
  Information dialogue box is displayed.
• Click the appropriate boxes to reconfigure the
  elements included in your Research Plan.

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Research PlanTemplate Usage for MACs
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Creating the Research Plan From Scratch
From the Word Toolbar, Select File, and
then click Project Gallery.
Click Cayuse.
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Creating the Research Plan From Scratch
Click on the ResearchPlan1_1 template. Then
click Open.
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Creating the Research Plan From Scratch

• Cayuse424 generates a list of section heads.
• To configure them for your Research Plan
  requirements, enter PI name, starting page and
  check the appropriate boxes.
• Click OK.

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Creating the Research Plan From Scratch

• The system generates a Word document with the
  appropriate section heads based on your
  configuration specifications and adds the Cayuse
  Toolbar.

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Creating the Research Plan From Scratch

• Save your document. You are now ready to type
  your Research Plan directly into the template.

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Working with an Existing Research Plan

• In the event that you have a previously written
  Research Plan that you want to electronically
  submit using Cayuse424, you will use the
  ResearchPlanAddIn1_1 template.
• It will automatically insert the proper section
  heads and bookmarks so that you can easily upload
  the plan in PDF format into the proposal.
• Instructions on how to use the add-in template
  are detailed on the next several slides.

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Working with an Existing Research Plan

• Start by opening up your existing Research Plan
  in Word.

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Working with an Existing Research Plan

• From the Word Toolbar
• Select Tools.
• Select Templates and Add-Ins.

• At the Templates and Add-ins window
• Select Add.
• Click OK.

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Working with an Existing Research Plan

• Click ResearchPlanAddIn1_1.
• Click Open.

• Navigate to the Cayuse folder

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Working with an Existing Research Plan
The ResearchPlanAddIn1_1 is added and checked.
Click OK.
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Working with an Existing Research Plan

• Once you add the ResearchPlanAddIn1_1.dot, the
  Cayuse Toolbar is displayed.

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Working with an Existing Research Plan

• Click Reconfigure Info.

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Working with an Existing Research

• The Configuration Information form is displayed.
• Enter the PI name and check the appropriate boxes
• When you click OK, the template add-in function
  will begin to scan your existing Research Plan
  for section heads.

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Working with an Existing Research Plan

• You will receive a message verifying that the
  section head highlighted is the correct section
  head that should be inserted by the add-in
  template.
• Verify each section head and click OK or NO as
  appropriate.

Verify that the section head is properly
identified, then click Yes.
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Working with an Existing Research Plan

• Once verified, the section head is replaced by
  the gssectheads.
• Repeat until all section heads are inserted.

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Working with an Existing Research Plan

• When the configuration is complete, a dialogue
  box will indicate the sections that are missing
  from the pro-forma Research Plan outline. If you
  completed the configuration information properly
  these section will not be required on your
  proposal.
• Review the list and click Dismiss.
• Save your document with the changes.

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Previewing the Research Plan in PDF Format

• As you continue to work on your Research Plan in
  the template, you can view it in one of two ways
  using buttons on the toolbar.
• Click Preview PDF to view the Research Plan as a
  PDF stripped of all header and footer
  information, per NIH requirements.
• Click Preview Paper to view the Research Plan as
  a PDF that includes the PIs name on the top
  right corner of each page, and page numbers at
  the bottom of each page. This version is for
  your reviewing convenience and is not forwarded
  to NIH.

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Previewing the Research Plan in PDF Format
Display Outline displays all section head that
may be required in the Research Plan. Use this
as a point of reference when checking to make
sure you Research Plan has all the required
sections.
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Creating the PDF to Upload to the Proposal

• To format your Research Plan from Word into a PDF
  document click Preview PDF on the toolbar.

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Creating the PDF to Upload to the Proposal

• In the Word print window, choose Save as PDF and
  save the document using the normal Mac Save
  process.

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Place Bookmarks in the PDF Research Plan

• Open the application addbookmarks.jar, which is
  located in the OS_X_424_resources folder.
• Select your Research Plan PDF and click Open.

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Place Bookmarks in the PDF Research Plan

• A new document will be created with _BM added
  to the title.

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Place Bookmarks in the PDF Research Plan

• A dialog shows you the bookmarks added to the
  PDF.
• If they are all there, you are ready to attach.
• Click OK.
• If a Bookmark is missing check your source
  document for incorrect headers (spelling, phrase,
  etc).
• The bookmarked PDF filename has _bm appended to
  it.

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Biosketch TemplateUsage for MACs
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Creating a Biosketch Using the Template

• Open New document from template.
• Choose Biosketch template.
• Enter Configuration Information.
• Click OK.
• Complete Form, as desired
• Save in Word.

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Creating a Biosketch Using the Template

• To create a PDF version of the saved Biosketch
• Click PDF for Esub
• Specify a location in which to save the PDF.
• Once the PDF has been click OK on the PDF
  Complete dialogue box.

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Blank Continuation Page Template Usage for MACs
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Using the Blank Continuation Page Template

• Open New document from template.
• Choose BlankContPage.dot template.
• Enter Configuration Information.
• Complete form, as appropriate.

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Using the Blank Continuation Page Template

• Use the commands on the Cayuse424 Toolbar to
  reconfigure, preview, print and create a PDF for
  e-submission.

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Uploading the Research Plan to the Proposal

• Once you have saved your Science documents in PDF
  format, you can upload it to the proposal.
• Refer to the Compete Build training module for
  details on how to do this.

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Conclusion

• This concludes the Cayuse424 Science module.
• In this module you learned
• Cayuse424 Basic Template Concepts
• How to use Cayuse424 templates using a MAC to
• Create a Research Plan from scratch.
• Work with an existing Research Plan.
• Create a Biosketch.
• Create other miscellaneous documents.
• Create all Science documents in PDF suitable for
  uploading to the proposal and transmitting
  electronically to the grant agency.