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| Package | Purpose | Project Goals for PPR Proposal Process | Project Goals for OSR Proposal Process |
|---|---|---|---|
| Allocate | Recommend Preliminary Scheduling Priorities | Define Available Time Model Build Available Time Model Assign Preliminary Scheduling Priorities to Observation Dispositions Generate Facility Reports Generate Proposal Summaries | |
| Allocate | Recommend Scheduling Priorities | Recommend Scheduling Priorities per Observation Dispositions (TAC) | Recommend Scheduling Priorities per Observation Dispositions |
| Approve | Approve Scheduling Priorities Generate Reports | Approve Scheduling Priorities per Observation Dispositions Generate Directors' Report | Approve Scheduling Priorities per Observation Dispositions |
Storyboard for PPR Proposal Process
| Define ATM in context of execution period | Apply pre-committed time per facility | Apply maintenance time per facility | Apply carry-over per facility | Inspect ATM | Manual modification of ATM | Modification of OSDs | Assign Preliminary SP | Generate reports: Facility Report, Proposal Summary | Inspect Facility Report, Proposal Summary | Inspect ADs | Approve ADs | Generate Directors' Reports |
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A1 | A2 | A3 | A4 | A5 | A6 | A7 | A8 | A9 | A10 |
To determine what time is available for the new proposals, I first have to build an Available Time Model (ATM) for my facility. The ATM needs to know about pre-committed time from previous approved proposals (e.g., multi-semester, monitoring), sponsored time, maintenance periods, tests, and then also carry-over from the previous semester. I want to be able to import files to specify this information, inspect the imported information, and modify it on the fly as I need. The ATM also depends on the weather and the hardware sometimes (e.g., VLA configuration).
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Once I am satisfied assigning scheduling priorities and providing comments for the TAC, I want to export a Preliminary Facility Report based on a specified version of the ATM+OSDs. A Preliminary Facility Report includes the pressure plots for my facility and a csv with the data (TBD). I will take this data and the pressure plots and externally generate a pdf that is the Facility Report. Eventually, I will want to upload materials for the TAC to use during their discussions. For my facility, I want to upload the Facility Report (pdf) and a presentation (pdf). These documents should accessible through the TAC interface and their access is restricted to the TAC and TTA members. I may need to upload a different copy later, so I will want to replace (without versioning) the uploaded files.
For my proposals requesting my facility, I want to generate a Facility Proposal Summary, where the facility is VLA, VLBA, and GBT. This information should be generated into the TAC page so the TAC members can view it for their meeting. I may want to update the data in the Proposal Summary later for example, after the Large Proposal Meeting is finished.
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As a TAC member, I am representing my panel while the TAC comes to consensus about scheduling priorities, proprietary periods, scheduling constraints, recommended times, and TAC Comments to the PI. The goal as a TAC member is to make recommendations for the Director's Review, not approve the requests; the Director's Review relies heavily on our recommendations. To do this, I need visibility to the entirety of a proposal, even the author list (as long as the Dual Anonymous Review Policies allows it). I also need visibility to all of the SRP Comments, Feasibility Comments, and the TTA member's Comments to the TAC. I need to know what the TTA member (scheduler) recommends (e.g., facility reports, proposal summaries) and how it compares to what the PI requested. There is a lot of information to keep track of here so I need slim, efficient views as well as detailed view. Usually in the TAC meeting, we talk through proposals first by the Large Proposal type, then Regular Proposals. We then order by Facility - Triggered - Score, so it would be nice if these were easy "preset" filters (or tabs) for me to jump between. Oh, and I'd like to print out the proposals and the reports in case I won't have access to my computer during the meeting. Finally, I really do need full visibility into the proposals. Even if I was marked as conflicted on a proposal in my panel, that shouldn't mean anything now.
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Story board for OSR
As a TTA member for the OSR process, one or more of us will collaborate on reviewing a proposal. Typically for proposals in the OSR process, we don't modify the requests to the extent as in the PPR process: we either accept what they have proposed or decline it. It would be good to have the same tools to edit OSDs as the PPR process, but I won't define ATMs and build reports because this is just one proposal. I will have external information to understand the available time and if this proposal can be accommodated. After modifying OSDs, as a TTA member I perform the Science and Feasibility reviews as well as form the recommendations for Proprietary Time, Approved Time, Scheduling Constraints, and Scheduling Priorities. I need to modify these attributes and provide OSC Comments to the PI and Internal Comments for the OSC in case I want to capture any specific comments for the PI. Once I have made my recommendations, I want to finalize the review.