Cayuse Tools for Research Plans

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Why Cayuse? Making the “Whole Job” Easier

• SF 424 Forms completion• Auto-Population

• Information Reuse• Form Filling

• Calculation• Budget Help

• Validation BEFORE submission• Navigation• Templates to Assist in Research Plan completion

• Assistance with Attachments (Our focus for today’s training!)

• Proposal Approval• Submission

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Creating and Attaching your Research Plan

• NIH requirements: Research Plan in 16 separate PDF files

• Using Cayuse tools, you can:• Create a properly-formatted Research Plan in one

Word document• Create one properly-formatted (fonts/margins),

properly bookmarked PDF file from your Word document

• One bookmark per section of your Research Plan

• Upload the single PDF file to your SF424 form, and let Cayuse424 divide it into sections and attach each part where it belongs

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The tools you’ll use

• Windows:• Microsoft Word• Word templates and add-ins, from Cayuse• The “Cayuse PDF Printer”

• Mac OS X:• Microsoft Word• Word templates and add-ins, from Cayuse• The Mac’s native “Print to PDF” capability• A program, from Cayuse, to add bookmarks to

your PDF

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Windows: The Process, in a Nutshell

1. Using a word template supplied by Cayuse, start from scratch to create the word document (Research Plan)

orConvert your existing Word Research Plan to the Cayuse format, using a Word “add-in” supplied by Cayuse

2. Complete your Research Plan and save it

3. From Word, send your document to the Cayuse PDF Printer to generate a bookmarked PDF with no headers and footers

4. Upload and attach your bookmarked PDF file to Cayuse424

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1. Create the Word document (your Research Plan), starting from scratch, via the “Project Gallery”

orConvert your existing Word Research Plan to the Cayuse format, using a Word “add-in” supplied by Cayuse

2. Complete your Research Plan and save it

3. Print to PDF as you would for anything on the Mac

4. Add bookmarks, using the Cayuse-supplied program

5. Upload and attach your bookmarked PDF file to the Cayuse424

Mac OS X: The Process, in a Nutshell

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Before You Begin….

• Install the utilities you need:• Go to the RSP Web Site:

www.rsp.wisc.edu/preaward/gg/cayuse_downloads.html

…or follow the links from our Home Page at:www.rsp.wisc.edu

• Download the utilities (templates/pdf writer)• Follow the installation instructions• Ask your local tech support staff to help, if you don’t have

“administrator rights” on your PC

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Cayuse Templates (what was installed)

• BioSketch.dot• BlankContPage.dot

• For Abstract, Narrative, Equipment, Facilities, etc.

• ResearchPlan.dot• ResearchPlan1_1.dot

• Use this to start from scratch• ResearchPlanAddIn.dot• ResearchPlanAddIn1_1.dot

• Use this when converting an existing document

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To Configure the Cayuse PDF Printer

(Windows only)

• Control Panel:Printers & Faxes• Right click on the Cayuse PDF Printer

• Choose “Printing Preferences”• On the Advanced Options tab:

Check “Multi-language support” to enable Greek Characters

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Creating a New Research Plan Document (1)

To begin:

1. Open Word

2. File | New…

3. On the task pane, click on Templates on my computer or General Templates

4. When the dialog appears, click on the Cayuse tab

5. Choose ResearchPlan1_1.dot and click “OK”

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Creating a New Research Plan Document (1) – Cont’d

6. In the dialog box that appears, answer some questions to determine the appropriate section headings and formatting for your Research Plan – being very careful about Human and Animal research components

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Creating a New Research Plan Document (2)

• Reconfigure your Document by pressing the Reconfigure Info button.

• Complete the screen carefully, as this will determine the proper outline of your proposal.

If you didn’t immediately see questions about section headings:

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• If a Macros Security dialog appears, allow the macros to run.

•New Cayuse Toolbar buttons appear.

•These buttons allow you to preview the document in both paper and electronic-ready formats.

Windows:

Mac OS X:

Creating a New Research Plan Document (3)

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Creating A New Research Plan Document (4)

• If the Cayuse toolbar does not appear, then manually attach the template:• Go to the “Tools”

menu• Choose “Templates

and Add-Ins”

• Click “Attach” and select from the Cayuse folder:ResearchPlan1_1.dot

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Creating A New Research Plan Document (5)

• To display the Outline of the research plan, click the “Display Outline” button• This shows all the possible

section headings• You can copy and paste from

this Window into your document, if you need to add a section heading

• Otherwise, this is for your reference only

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Creating A New Research Plan Document (6)

• You work section-by-section inserting your text

• To save time during this demo, open the “Sample Text.doc” file and paste some text into your Research Plan

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Creating A New Research Plan Document (7)

• Scroll through and note the page breaks• If you add page breaks manually, you may

have extras!• The section header style is “GSSectHead”

• This causes a page break before the header

• Signals the Cayuse PDF Printer to insert a PDF bookmark

• Bookmarks allow the Cayuse424 Web tools to separate and attach the components of your Research Plan

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Generating a PDF

•Save the word document

•Click “PDF for Esub” – which prompts you for a destination folder for the PDF of the Research Plan

• Note: PDF is an Esubmission requirement

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Generating a PDF (2)

•The Cayuse PDF Printer creates a PDF of your Research Plan and tells you where to find it

•Check the PDF to verify that it appears as you expected

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What’s different for Mac OS X?

• When starting your Research Plan from scratch:• You must use “File | Project Gallery…” and

select the “ResearchPlan1_1.dot” template

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Generating a PDF on OS X

• In Microsoft Word:• Click “Preview PDF”• From the “File” menu, choose “Print”• Choose “PDF”, and then the “Save as PDF” option,

and then a destination for the file

•Exit Microsoft Word•Once you have your PDF, you must add the bookmarks using the AddBookmarks.jar utility

• Click on AddBookmarks.jar• With the dialog box, navigate to select your PDF

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Generating a PDF on OS X (2)

• A dialog will appear (be patient) which shows you the bookmarks added to the PDF

• If they are all there, you are ready to attach your PDF to Cayuse424

• If a bookmark is missing, check your source document and look for problems with the headers (spelling, missing word, etc.)

• Automatically saves a new file: The filename for the bookmarked PDF ends with “_bm”

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1. Open the existing document

2. Tools | Templates and Add-ins

3. Click “Add”

4. Open the Cayuse folder

5. Choose “ResearchPlanAddIn1_1.dot”

6. Click “OK”

Converting an Existing Research Plan

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• Click the “Reconfigure” button on the Cayuse toolbar• The add-in searches your document, looking for something that looks like the Section Headers

• Then you carefully (!) answer the questions….

• If you had accurate & complete section headings then you might be done.

Converting an Existing Research Plan (2)

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• Add any missing sections or correct any poorly-worded section headers• Note: Only the headers are ready. You still need to check

fonts/margins• Click the “Reconfigure” button again• Repeat as needed• Generate PDF as before

Converting an Existing Research Plan (3)

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Templates for Other Attachments

• There’s:• One for a Biosketch• One for a Continuation Page

• You can use these Microsoft Word templates if you wish, starting at “File | New…”

• You can use the Cayuse PDF Printer to make a PDF version of any attachment

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Things to Watch Out For

• If you cut and paste from another document into your research plan:• Be careful with page breaks and section headers

• Altered formatting, extra page breaks, or extra headers can cause problems later, when you try to create your PDF

• If your text contains words like “specific aims” or anything else that also appears in a section heading:• The “search” will find this when you “reconfigure” your

document, so be prepared to answer “NO” when you are asked whether those words should be converted into a section heading

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•Proceed to the Cayuse424 system and navigate to the 398 Research Plan page.

• components of the Research Plan are not yet attached

Attaching the Research Plan PDF

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• Composite PDF, press the Add button and browse for the file name and location.

Attaching the Research Plan PDF (2)

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• Once the file is selected, press the Upload button; A “Results” message block appears (It looks like this):

• Press OK and return to the Research Plan screen

Attaching the Research Plan PDF (3)

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• The sections of the plan have a “PDF” link, showing that they have been added.

• Click a link to view the PDF.

• The Bibliography & References section has been placed in the Other Project Information form, item 8.

• You have attached a Research Plan!

Attaching the Research Plan PDF (4)

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Questions?

• Contact Information: Research & Sponsored Programs• 608-262-3822; preaward@rsp.wisc.edu• Next Steps…..