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Office of Portfolio Analysis OPA_T#1192_Dec-13-2016 IN-SPIRE Training Office of Portfolio Analysis Division of Program Coordination, Planning, and Strategic Initiatives National Institutes of Health Todays Instructors: Patricia Forcinito and Matt Perkins

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Page 1: IN-SPIRE Training - DPCPSI · OPA_T#1192_Dec-13-2016 Office of Portfolio Analysis Sharing Search Networks • Once you’ve created a Search Network, it will appear in the project

Office of Portfolio AnalysisOPA_T#1192_Dec-13-2016

IN-SPIRE Training

Office of Portfolio AnalysisDivision of Program Coordination, Planning, and

Strategic InitiativesNational Institutes of Health

Todays Instructors: Patricia Forcinito and Matt Perkins

Page 2: IN-SPIRE Training - DPCPSI · OPA_T#1192_Dec-13-2016 Office of Portfolio Analysis Sharing Search Networks • Once you’ve created a Search Network, it will appear in the project

Office of Portfolio AnalysisOPA_T#1192_Dec-13-2016

Mission of the Office of Portfolio Analysis

Consult &Collaborate

Disseminate Best PracticesClassroom Training (Custom Classes Available)

Online TrainingWeb Resources (Case Studies, FAQs)

Office HoursSymposia

Develop New Methods

BuildTools

Facilitate DataCleaning & Analysis

Supportdata-driven

decision-making

OPA Director:Dr. George Santangelo

https://dpcpsi.nih.gov/opa/index

Page 3: IN-SPIRE Training - DPCPSI · OPA_T#1192_Dec-13-2016 Office of Portfolio Analysis Sharing Search Networks • Once you’ve created a Search Network, it will appear in the project

Office of Portfolio AnalysisOPA_T#1192_Dec-13-2016

iSearchiSearch is NIH’s next-generation portfolio analysis platform, providing comprehensive, easy-to-use access to a carefully curated, extensively linked data set of global grants, patents, publications, clinical trials, and drugs.

https://itools.od.nih.gov/dashboard/#login

Page 4: IN-SPIRE Training - DPCPSI · OPA_T#1192_Dec-13-2016 Office of Portfolio Analysis Sharing Search Networks • Once you’ve created a Search Network, it will appear in the project

Office of Portfolio AnalysisOPA_T#1192_Dec-13-2016

Part 1• Understand how IN-SPIRE works and what it might

be used for.

• Learn how to import a dataset, do some visualizations and export results.

Part 2

• Learn how to use the following features:• Searches

• Search Networks

• Time Tool

• Correlation

• Facets

Course Objectives

Page 5: IN-SPIRE Training - DPCPSI · OPA_T#1192_Dec-13-2016 Office of Portfolio Analysis Sharing Search Networks • Once you’ve created a Search Network, it will appear in the project

Office of Portfolio AnalysisOPA_T#1192_Dec-13-2016

• Developed by Pacific Northwest National Laboratory(PNNL) to help analyze huge datasets

About IN-SPIRE

• Can help understand data in two different ways:

– Convergent

• Focusing on a particular set of information or relationships.

• Add efficiency to the process of analyzing large datasets.

– Divergent

• Remaining open to potentially interesting information or relationships.

Page 6: IN-SPIRE Training - DPCPSI · OPA_T#1192_Dec-13-2016 Office of Portfolio Analysis Sharing Search Networks • Once you’ve created a Search Network, it will appear in the project

Office of Portfolio AnalysisOPA_T#1192_Dec-13-2016

Examples of IN-SPIRE use in portfolio analysis

Page 7: IN-SPIRE Training - DPCPSI · OPA_T#1192_Dec-13-2016 Office of Portfolio Analysis Sharing Search Networks • Once you’ve created a Search Network, it will appear in the project

1 23

4

5

6

15

16

171819

20

7

89

14

13 12

10 11

IC (b)

IC (a)

Is there overlap between agencies/ICs/divisions?

IN-SPIRE Galaxy View

Applicable for other comparisons, eg:• between NIH & non-NIH grants• Different NIH POs working in the

same research area etc.

Page 8: IN-SPIRE Training - DPCPSI · OPA_T#1192_Dec-13-2016 Office of Portfolio Analysis Sharing Search Networks • Once you’ve created a Search Network, it will appear in the project

Office of Portfolio AnalysisOPA_T#1192_Dec-13-2016

Evolution of Portfolios: Stem Cell ResearchYear 2009

Searched QVR for “Stem Cell” in Title and Abstract

291 Projects

IN-SPIRE ThemeView Classic

brain, nscs, nsc

Human, gene, embryonic

Page 9: IN-SPIRE Training - DPCPSI · OPA_T#1192_Dec-13-2016 Office of Portfolio Analysis Sharing Search Networks • Once you’ve created a Search Network, it will appear in the project

Office of Portfolio AnalysisOPA_T#1192_Dec-13-2016

193 Projects

Year 2013Evolution of Portfolios: Stem Cell Research

IN-SPIRE ThemeView Classic

Neurons, brain, neural stem cells

Page 10: IN-SPIRE Training - DPCPSI · OPA_T#1192_Dec-13-2016 Office of Portfolio Analysis Sharing Search Networks • Once you’ve created a Search Network, it will appear in the project

Office of Portfolio AnalysisOPA_T#1192_Dec-13-2016

Identify training activities in T34 grants

• Identify Portfolio.• Use Search Networks to

combine range of Search Terms and group to create categories.

• Develop understanding of training activities.

Page 11: IN-SPIRE Training - DPCPSI · OPA_T#1192_Dec-13-2016 Office of Portfolio Analysis Sharing Search Networks • Once you’ve created a Search Network, it will appear in the project

Office of Portfolio AnalysisOPA_T#1192_Dec-13-2016

Understanding datasets / Manual Coding

Page 12: IN-SPIRE Training - DPCPSI · OPA_T#1192_Dec-13-2016 Office of Portfolio Analysis Sharing Search Networks • Once you’ve created a Search Network, it will appear in the project

Office of Portfolio AnalysisOPA_T#1192_Dec-13-2016

How does IN-SPIRE create a visualization with my documents?

Today’s example: Excel Spreadsheet with grants belonging to the transplantation portfolio

Source Dataseti.e. grants, pubs, etc.

Text to be mined by IN-SPIRE

Title Abstract Specific Aims

Page 13: IN-SPIRE Training - DPCPSI · OPA_T#1192_Dec-13-2016 Office of Portfolio Analysis Sharing Search Networks • Once you’ve created a Search Network, it will appear in the project

Office of Portfolio AnalysisOPA_T#1192_Dec-13-2016

How does IN-SPIRE create a visualization with my documents?

Determinesdistinguishing words called

“Major Terms”

scan

Identifies the termsthat are least

randomly distributed

Uses thesedistinguishing

words to create asignature for each

document

Signature generation

clustering

IN-SPIRE groupsthe documents intoclusters based on

their signaturesimilarity.

projection

Clusters are arranged in a

high-dimensional

space and thenflattened downto a 2D graph

Source Dataseti.e. grants, pubs, etc.

Page 14: IN-SPIRE Training - DPCPSI · OPA_T#1192_Dec-13-2016 Office of Portfolio Analysis Sharing Search Networks • Once you’ve created a Search Network, it will appear in the project

Office of Portfolio AnalysisOPA_T#1192_Dec-13-2016

IN-SPIRE VisualizationGalaxy View

• Each document is represented by a dot or “star” in the “sky”

• Documents are cluster together according to their content similarity

Page 15: IN-SPIRE Training - DPCPSI · OPA_T#1192_Dec-13-2016 Office of Portfolio Analysis Sharing Search Networks • Once you’ve created a Search Network, it will appear in the project

Office of Portfolio AnalysisOPA_T#1192_Dec-13-2016

IN-SPIRE VisualizationThemeView Classic

3-D representation of the clusters

• By default the peak height represents number of documents• Peak height can be adjusted to represent for example: total awarded $, etc.

Page 16: IN-SPIRE Training - DPCPSI · OPA_T#1192_Dec-13-2016 Office of Portfolio Analysis Sharing Search Networks • Once you’ve created a Search Network, it will appear in the project

Office of Portfolio AnalysisOPA_T#1192_Dec-13-2016

Demonstration followed by hands on exercise

Page 17: IN-SPIRE Training - DPCPSI · OPA_T#1192_Dec-13-2016 Office of Portfolio Analysis Sharing Search Networks • Once you’ve created a Search Network, it will appear in the project

Office of Portfolio AnalysisOPA_T#1192_Dec-13-2016

• Learn:

• Searching

• Groups

• Search networks

• Time tool: documents, groups, flows

• Correlation tool

• Facets tool

Part 2: Objectives

Page 18: IN-SPIRE Training - DPCPSI · OPA_T#1192_Dec-13-2016 Office of Portfolio Analysis Sharing Search Networks • Once you’ve created a Search Network, it will appear in the project

Office of Portfolio AnalysisOPA_T#1192_Dec-13-2016

Search Networks

• Similar to searches / groups.• Two advantages:

• Useful for combining a number of searches and visualizing results.

• Search networks can be saved and copied to other projects or shared between users

• Can use searches created in search function (and groups) or create new ones.

• Links between searches are easy to create and remove.

• Values update when new data is loaded.• OPA guidance here: https://opa-

trainingportal.od.nih.gov/?page_id=961

Page 19: IN-SPIRE Training - DPCPSI · OPA_T#1192_Dec-13-2016 Office of Portfolio Analysis Sharing Search Networks • Once you’ve created a Search Network, it will appear in the project

Office of Portfolio AnalysisOPA_T#1192_Dec-13-2016

Sharing Search Networks• Once you’ve created a Search Network, it will appear in the project folder, and

can be dragged to other projects to use on other datasets.

• To transfer Search Networks to another user:• Copy to Home folder• Log out of IN-SPIRE.• Use the IN-SPIRE Meta Data Sharing tool (likely to be at):

• C:\Users\perkinsmj\INSPIRE\bin\Meta Data Sharing• Follow the process in reverse to import.

Page 20: IN-SPIRE Training - DPCPSI · OPA_T#1192_Dec-13-2016 Office of Portfolio Analysis Sharing Search Networks • Once you’ve created a Search Network, it will appear in the project

Office of Portfolio AnalysisOPA_T#1192_Dec-13-2016 http://in-spire.pnnl.gov/government.stm

How do I get access to the tool?

Page 21: IN-SPIRE Training - DPCPSI · OPA_T#1192_Dec-13-2016 Office of Portfolio Analysis Sharing Search Networks • Once you’ve created a Search Network, it will appear in the project

Office of Portfolio AnalysisOPA_T#1192_Dec-13-2016

Leaveempty

Page 22: IN-SPIRE Training - DPCPSI · OPA_T#1192_Dec-13-2016 Office of Portfolio Analysis Sharing Search Networks • Once you’ve created a Search Network, it will appear in the project

Office of Portfolio AnalysisOPA_T#1192_Dec-13-2016

During today’s class we covered:

• How IN-SPIRE works and what it might be used for

• How to import a dataset (differences within computation, categorical, date, and numeric fields)

• How to get IN-SPIRE main visualizations (Galaxy View and Theme View Classic)

• Used:

• Search feature

• Created groups using multiple methods

• Search networks

• Time tool

• Correlation tool

• Facets tool

QUESTIONS?