xTract User Guide - National Institutes of Health

1 Extramural Trainee Reporting and Career Tracking ( xTract ) User Guide January 14, 2021xTRACTUserGuideCONTACT USDocument Comments:We value your feedback on this document. How are we doing? The Communications & Documentation Team of the electronic research Administration (eRA) is dedicated to serving our community and welcomes your feedback to assist us in improving our user guides. Please send comments about the user Guide to this address: support:Please contact the eRA Service Desk:Toll-free: 1-866-504-9552 Phone: 301-402-7469 TTY: 301-451-5939 Web: (Preferred method of contact)Email: (for IMPAC II Support)Hours: Mon-Fri, 7:00 to 8:00 Eastern Time DISCLAIMER STATEMENTNo data shown in illustrations represents any real account, project, or individual. Any resemblance to actual accounts, projects, or individuals is purely OF CONTENTSL atest UpdatesxxDecember 10, 2020xxAugust 18, 2020xxApril 30, 2020xxDecember 20, 2019xxiAugust 22, 2019xxiAugust 17, 2018xxiApril 9, 2017xxiAugust 24, 2017xxiiApril 27, 2017 - Features and UpdatesxxiiDecember 8, 2016 release of 28, 2016 release of is xTract ?

2 1 POLICY:1 Initiate an RTD for New Application2 Search RTD for New Applications3 Search for Training Grants6 Prepare RTD for a New Application10 Basic Information (New Application)11 Add PI12 Set as Contact15 Remove a PI15 Participating Departments and Programs (New Application)15 Add Departments16 Add Programs19 TableofContentsiiMay2020xTRACTUserGuideE dit Departments & Programs20 Training Support & Summary (New Application)22 Summary Statistics22 Institutional Training Support23 Census Totals25 Institutional Training Support Detail (New Application)26 Number of Trainee Positions27 Overlapping Faculty27 How Do I Manage Participating Faculty Members (New Application)?29 How Do I Add Faculty?29 How Do I Add Faculty Individually?29 How Do I Add Faculty Via a Bulk Upload?31 How Do I Edit Faculty Members?33 How Do I Remove a Faculty Member?33 Participating Faculty Detail (New Application)33 Faculty Member Data34 Faculty Degree35 Add a Degree36 Edit a Degree36 Include in RTD36 Delete a Degree36 research Support37 NIH and Other Agency Sources of Support on Record37 Other Sources of Support39 Mentoring Record40 Participating Students (New Application)40 TableofContentsiiiMay2020xTRACTUserGuide Add Individual Student41To add multiple trainees via Bulk Upload.

3 43 Edit Student46 Remove46 Student Detail (New Application)46 Student Data47In Training Data47 Faculty Members47 Degrees49 Post-Training Positions49 Subsequent Grants50 Publications54 Applicants and Entrants (New Application)58 Predoctoral Applicant and Entrant Counts and Characteristics (New Application)59 Edit the Counts and Characteristics59 Counts table60 Characteristics60 GPA60 research Experience61 Prior Institutions61 Underrepresented Groups61 Summary of Counts and Characteristics62 Postdoctoral Applicant and Entrant Counts and Characteristics (New Application)62 Counts table63 Characteristics63 Publications63 TableofContentsivMay2020xTRACTUserGuideP rior Institutions64 Underrepresented Groups64 Summary of Counts and Characteristics64 Preview PDF (New Application)64 Finalize RTD (New Application)64 Prepare RTD for research performance progress report ( rppr )66 Participating Trainees ( rppr )66 Add Trainee ( rppr )67To add a trainee from a search:68To add a trainee you are creating:69To perform a bulk upload of trainees.

4 72 Participating Trainee Detail ( rppr )74 Trainee Data76In Training Data76 Faculty Members76 Support During Training78 NIH Sources of Support78 Add "NIH or Other Agency" Source of Support80 Add "Other Sources" of Support82 Degrees83 Post-Training Positions83 Subsequent Grants84 Add Source of Support85 Add Other Sources of Support87 Program Statistics ( rppr )88 Preview PDF ( rppr )88 TableofContentsvMay2020xTRACTUserGuideFi nalize RTD ( rppr )89 Prepare RTD for a Renewal Application90 Participating Departments and Programs (Renewal)91 Add Departments91 Add Programs92 Edit Departments & Programs94 Participating Department/Program Detail (Renewal)97 Edit Departments & Programs97 Training Support & Summary (Renewal)99 Summary Statistics99 Institutional Training Support99 Census Totals101 Institutional Training Support Detail (Renewal)102 Number of Trainee Positions103 Overlapping Faculty104 How Do I Manage Participating Faculty Members (Renewal)?

5 105 How Do I Add Faculty?106 How Do I Add Faculty Individually?106 How Do I Add Faculty Via a Bulk Upload?108 How Do I Edit Faculty Members?110 How Do I Remove a Faculty Member?110 Participating Faculty Detail (Renewal)110 Faculty Member Data111 Faculty Degree112 Add a Degree113 Edit a Degree113 TableofContentsviMay2020xTRACTUserGuideI nclude in RTD113 Delete a Degree114 research Support114 NIH and Other Agency Sources of Support on Record114 Other Sources of Support117 Mentoring Record117 Students (Renewal)117 Add Student118 Edit Student120 Remove120 Student Detail for a Renewal (Renewal)120 Student Data121In Training Data121 Faculty Members122 Degrees123 Post-Training Positions124 Subsequent Grants125 Publications126 Participating Trainees (Renewal)130 Add Trainee(s)131To add an individual trainee:131To add multiple trainees via Bulk Upload:132 Edit Trainee132 Remove132 Participating Trainee Detail (Renewal)132 Trainee Data133 TableofContentsviiMay2020xTRACTUserGuide In Training Data133 Faculty Members134 Support During Training135 Degrees137 Post-Training Positions138 Subsequent Grants139 Publications140 Program Statistics (Renewal)144 Appointments (Renewal)146 Training Positions Awarded147 Training Positions Appointed148 Applicants and Entrants (Renewal)148 Predoctoral Applicant and Entrant Counts and Characteristics (Renewal)149 Edit the Counts and Characteristics149 Counts table150 Characteristics150 GPA151 research Experience151 Prior Institutions151 Underrepresented Groups151 Summary of Counts and Characteristics152 Postdoctoral Applicant and Entrant Counts and Characteristics (Renewal)

6 152 Counts table152 Characteristics153 Publications153 Prior Institutions153 TableofContentsviiiMay2020xTRACTUserGuid eUnderrepresented Groups153 Summary of Counts and Characteristics154 Preview PDF (Renewal)154 Finalize RTD (Renewal)154 Prepare RTD for a Revision Application156 Participating Departments and Programs (Revision)156 Add Departments157 Add Programs158 Edit Departments & Programs160 Participating Department/Program Detail (Revision)163 Edit Departments & Programs163 Training Support & Summary (Revision)165 Summary Statistics165 Institutional Training Support165 Census Totals167 Institutional Training Support Detail (Revision)168 Number of Trainee Positions169 Overlapping Faculty169 How Do I Manage Participating Faculty Members (Revision)?171 How Do I Add Faculty?172 How Do I Add Faculty Individually?172 How Do I Add Faculty Via a Bulk Upload?174 How Do I Edit Faculty Members?176 How Do I Remove a Faculty Member?

7 176 Participating Faculty Detail (Revision)176 Faculty Member Data177 TableofContentsixMay2020xTRACTUserGuideF aculty Degree178 Add a Degree179 Edit a Degree179 Include in RTD179 Delete a Degree180 research Support180 NIH and Other Agency Sources of Support on Record180 Other Sources of Support183 Mentoring Record183 Students (Revision)183 Add Student184 Edit Student186 Remove186 Student Detail (Revision)186 Student Data187In Training Data187 Faculty Members188 Degrees189 Post-Training Positions190 Subsequent Grants191 Publications192 Participating Trainees (Revision)196 Add Trainee(s)197To add an individual trainee:197To add multiple trainees via Bulk Upload:198 Edit Trainee198 TableofContentsxMay2020xTRACTUserGuideRe move199 Participating Trainee Detail (Revision)199 Trainee Data200In Training Data200 Faculty Members200 Support During Training202 Degrees204 Post-Training Positions205 Subsequent Grants205 Publications207 Program Statistics (Revision)212 Applicants and Entrants (Revision)212 Predoctoral Applicant and Entrant Counts and Characteristics (Revision)213 Edit the Counts and Characteristics213 Counts table214 Characteristics214 GPA215 research Experience215 Prior Institutions215 Underrepresented Groups215 Summary of Counts and Characteristics215 Postdoctoral Applicant and Entrant Counts and Characteristics (Revision)216 Counts table216 Characteristics217 Publications217 Prior Institutions217 TableofContentsxiMay2020xTRACTUserGuideU nderrepresented Groups217 Summary of Counts and Characteristics217 Appointments (Revision)

8 217 Training Positions Awarded218 Training Positions Appointed219 Preview PDF (Revision)219 Finalize RTD (Revision)219 Search for Persons221xTRACT Person Profile222 Accessing the Person Profile222 Person Data223 Sources of Support224 Degrees225 Employment226 Create xTract Person227 Degree Key228 Institution Data231 Search for Programs at the Institution231 Create a Program at Institution232 Update Programs233 Maintain Funding Sources234To search for a funding source:234 Create Funding Source236To add the funding source:236 Edit Funding Source237 Upload Funding Sources238 TableofContentsxiiMay2020xTRACTUserGuide How Are Training Tables Populated?241 Table 1: Census of Participating Departments and Interdepartmental Programs241 Table 2: Participating Faculty Members247 Table 3: Federal Institutional research Training Grant and Related Support Available to Participating Faculty Members250 Table 4. research Support of Participating Faculty Members256 Table 5 (A & B): Publications of Those in Training258 Table 6 (A & B): Applicants, Entrants, and their Characteristics for the Past Five Years263 Before Entering Applicant and Entrant Data in xTRACT264 Table 6A: Part I.

9 Predoctoral Counts265 Table 6A: Part II. Predoctoral Characteristics266 Table 6B: Part I. Postdoctoral Counts267 Table 6B: Part II. Postdoctoral Characteristics268 Table 7: Appointments to the Training Grant for Each Year of the Current Project Period (renewal/revision applications only)269 Table 8: Program Outcomes (A-C)271 Table 8A. Program Outcomes: Predoctoral272 Table 8A. Part I. Those Appointed to the Training Grant272 Table 8A. Part II. Those Clearly Associated with the Training Grant274 Table 8A. Part III. Recent Graduates275 Table 8A. Part IV. Program Statistics277 Table 8B. Program Outcomes: Short-Term278 Table 8C. Program Outcomes: Postdoctoral279 Table 8C. Part I. Those Appointed to the Training Grant279 Table 8C. Part II. Those Clearly Associated with the Training Grant281 Table 8C. Part III. Recent Graduates (Only For New Applications and Predoctoral Renewal/Revision Applications Requesting Postdoctoral Support)282 TableofContentsxiiiMay2020xTRACTUserGuid eLIST OF FIGURESF igure 1: Initiate RTD for New Application Link2 Figure 2: Searching for New Applications3 Figure 3: RTDs for New Applications - Search Results4 Figure 4: Searching Training Grants7 Figure 5: Searching Training Grants - Results7 Figure 6: RTD Links for New Applications11 Figure 7: Prepare RTD for New Application12 Figure 8: Highlighting the Add PI Button13 Figure 9: Search for Persons14 Figure 10: Search for Persons with Results15 Figure 11: Adding Departments16 Figure 12: Searching for Departments17 Figure 13: Add Participating Departments or Programs Button19 Figure 14: Searching for Programs Displaying Create One Hyperlink20 Figure 15: Searching for Programs 20 Figure 16: Edit Button for Programs and Departments21 Figure 17.

10 Participating Department/Program Detail22 Figure 18: Training Support & Summary 23 Figure 19: Add Institutional Training Support Button24 Figure 20: Searching for Funding Sources25 Figure 21: Institutional Training Support Detail27 Figure 22: Add Overlapping Faculty Button28 Figure 23: Adding Participating Faculty28 Figure 24: Participating Faculty Members29 Figure 25: Search for Faculty30 ListofFiguresxivMay2020xTRACTUserGuideFi gure 26: Search for Faculty Results31 Figure 27: Participating Faculty Details34 Figure 28: Students40 Figure 29: Search for Students42 Figure 30: Search for Students Results42 Figure 31: Student Detail47 Figure 32: Search for Faculty48 Figure 33: Search for Faculty Results48 Figure 34: Applicants and Entrants59 Figure 35: Predoctoral Applicant and Entrants Counts and Characteristics60 Figure 36: Postdoctoral Applicant and Entrants Counts and Characteristics63 Figure 37: Participating Trainees67 Figure 38: Search Participating Trainees68 Figure 39: Search Results for Participating Trainees69 Figure 40: Create xTract Person Button70 Figure 41: Create xTract Person Fields71 Figure 42: Participating Trainee Detail ( rppr )75 Figure 43: Search for Faculty77 Figure 44: Search for Faculty Results77 Figure 45: Program Statistics ( rppr )88 Figure 46: Adding Departments91 Figure 47: Searching for Departments91 Figure 48: Selecting the Department92 Figure 49: Add Participating Departments or Programs Button92 Figure 50: Searching for Programs Displaying Create One Hyperlink93 Figure 51: Searching for Programs 93 ListofFiguresxvMay2020xTRACTUserGuideFig ure 52: Edit Button for Programs and Departments94 Figure 53: Participating Department/Program Detail96 Figure 54: Edit Button for Programs and Departments97 Figure 55: Participating Department/Program Detail98 Figure 56.