1 Introduction
Throughout the life cycle of an Award, various products may be created. These products may include: inventions, patents, books, articles, conference papers, etc. Products can be routinely added or updated in the Progress Report Task or when submitting your Renewal Proposal Products (RPP). Products can also be added or edited from the Products – List page located in the Awards Folder.
The purpose of this document is to provide step-by-step instructions for users to follow to add or edit Products from the Products List page.
2 Prerequisites
Before you can add or edit a Product outside of a report, the following criteria must be met:
- The user is registered in PAMS
- The user has peer access to an active award
| You cannot add/update Products in bulk from a task. If you would like to add or update Products in bulk, navigate to the Awards folder, perform any necessary bulk updates, and return to the task. |
3 Viewing an Award’s Products
Use the following steps to view products outside of a report.
1. Log in to the PAMS external website at: https://pamspublic.science.energy.gov
2. Navigate to the Awards tab. (Figure 1)
Figure 1. Homepage, Awards
3. PAMS will load the My Awards – List page, which displays all the Awards you have access to in PAMS. Browse the list or use the filters or advanced search above the grid to find the Award for which you would like to view the Products. Once you have found an Award, click the Actions/Views context menu in the Options column and select Award Folder. (Figure 2)
Figure 2. Awards, Award Folder
4. PAMS will navigate to the Award Folder for that Award, which displays all the information about the Award as well as a Useful Links section. Click View Products List under Post Award in the Useful Links section. (Figure 3)
Figure 3. Award Folder, View Products List
5. PAMS will navigate to the Products – List page, which displays all Products associated to the Award. (Figure 4).
Figure 4. Products – List
4 Adding a New Product
There are twelve types of Products: Publication – Journal Article, Publication – Book, Publication – Book Chapter, Publication – Thesis/Dissertation, Publication – Conference Paper/Presentation, Publication – Website, Publication – Other Publication, Intellectual Property – Patent, Intellectual Property – Invention, Intellectual Property – License, Technologies or Techniques, and Other Products. Refer to the sections below to add a new Product to the Award.
4.1 Adding a New Publication - Journal Article
1. Click the Add Product(s) dropdown above the grid on the Products – List page and select Publication - Journal Article. (Figure 4)
2. Click the Go button to the right of the Add Product(s) field.
3. PAMS will navigate to the Add New Award Publication(s) page, which will display a product form specific to Journal Articles. (Figure 5)
Figure 5. Add New Award Publication(s), Journal Article
Refer to the table below for guidance on completing the required fields.
Required Fields
| Element | Description |
|---|---|
Article Title | Enter the title of the article. |
Author(s) | Enter the name(s) of the author(s) of the article. |
Journal | Enter the name of the journal in which the article is published or to be published. |
Journal Peer Reviewed? | Select the “Yes” or “No” radio button to indicate whether the article was peer reviewed. |
Publication Status | Click the dropdown and select one of the following to indicate the status of the publication: Published, Awaiting Publication, Accepted, Under Review, Submitted, or Other. If Other, specify in the box to the right of the dropdown. |
Acknowledgement of DOE Support? | Select the “Yes” or “No” radio button to indicate whether an acknowledgement of DOE Support was provided to the publisher. |
| You can add multiple products at a time by clicking the Add Product link below the Resources header. New Product sections will appear below the last Product. |
4.2 Adding a New Publication – Book
1. Click the Add Product(s) dropdown above the grid on the Products – List page and select Publication – Book. (Figure 4)
2. Click the Go button to the right of the Add Product(s) field.
3. PAMS will navigate to the Add New Award Publication(s) page, which will display a Product form specific to Books. (Figure 6)
Figure 6. Add New Award Publication(s), Book
Refer to the table below for guidance on completing the required fields.
Required Fields
| Element | Description |
|---|---|
Book Title | Enter the title of the book. |
Author(s) | Enter the name(s) of the author(s) of the book. |
Publication Status | Click the dropdown and select one of the following to indicate the status of the publication: Published, Awaiting Publication, Accepted, Under Review, Submitted, or Other. If Other, specify in the box to the right of the dropdown. |
Book Publisher | Enter the name of the book’s publisher. |
Book Peer Reviewed? | Select the “Yes” or “No” radio button to indicate whether the book was peer reviewed. |
Acknowledgement of DOE Support? | Select the “Yes” or “No” radio button to indicate whether an acknowledgement of DOE Support was provided to the publisher. |
4.3 Adding a New Publication – Book Chapter
1. Click the Add Product(s) dropdown above the grid on the Products – List page and select Publication – Book Chapter. (Figure 4)
2. Click the Go button to the right of the Add Product(s) field.
3. PAMS will navigate to the Add New Award Publication(s) page, which will display a Product form specific to Book Chapters. (Figure 7)
Figure 7. Add New Award Publication(s), Book Chapter
Refer to the table below for guidance on completing the required fields.
Required Fields
| Element | Description |
|---|---|
Chapter Title | Enter the title of the book chapter. |
Author(s) | Enter the name(s) of the author(s) of the book chapter. |
Book Title | Enter the title of the book. |
Publication Status | Click the dropdown and select one of the following to indicate the status of the publication: Published, Awaiting Publication, Accepted, Under Review, Submitted, or Other. If Other, specify in the box to the right of the dropdown. |
Book Publisher | Enter the name of the book’s publisher. |
Chapter Peer Reviewed? | Select the “Yes” or “No” radio button to indicate whether the chapter was peer reviewed. |
Acknowledgement of DOE Support? | Select the “Yes” or “No” radio button to indicate whether an acknowledgement of DOE Support was provided to the publisher. |
4.4 Adding a New Publication – Thesis/Dissertation
1. Click the Add Product(s) dropdown above the grid on the Products – List page and select Publication – Thesis/Dissertation. (Figure 4)
2. Click the Go button to the right of the Add Product(s) field.
3. PAMS will navigate to the Add New Award Publication(s) page, which will display a Product form specific to Thesis/Dissertations. (Figure 8)
Figure 8. Add New Award Publication(s), Thesis/Dissertation
Refer to the table below for guidance on completing the required fields.
Required Fields
| Element | Description |
|---|---|
| Title | Enter the title of the thesis/dissertation. |
Author(s) | Enter the name(s) of the author(s) of the thesis/dissertation. |
| Institution | Enter the name of the institution to which the thesis/dissertation was presented. |
Acknowledgement of DOE Support? | Select the “Yes” or “No” radio button to indicate whether an acknowledgement of DOE Support was provided to the publisher. |
4.5 Adding a New Publication – Conference Paper/Presentation
1. Click the Add Product(s) dropdown above the grid on the Products – List page and select Publication – Conference Paper/Presentation. (Figure 4)
2. Click the Go button to the right of the Add Product(s) field.
3. PAMS will navigate to the Add New Award Publication(s) page, which will display a Product form specific to Conference Paper/Presentations. (Figure 9)
Figure 9. Add New Award Publication(s), Conference Paper/Presentation
Refer to the table below for guidance on completing the required fields.
Required Fields
| Element | Description |
|---|---|
Paper Title | Enter the title of the conference paper/presentation. |
Author(s) | Enter the name(s) of the author(s) of the conference paper/presentation. |
Conference Name | Enter the name of the conference for which the conference paper/presentation was written. |
Conference Location | Enter the city and country in which the conference was held. |
Conference Date | Enter the date on which the conference began. |
Publication Status | Click the dropdown and select one of the following to indicate the status of the publication: Published, Awaiting Publication, Accepted, Under Review, Submitted, or Other. If Other, specify in the box to the right of the dropdown. |
Acknowledgement of DOE Support? | Select the “Yes” or “No” radio button to indicate whether an acknowledgement of DOE Support was provided to the publisher. |
4.6 Adding a New Publication – Website
1. Click the Add Product(s) dropdown above the grid on the Products – List page and select Publication – Website. (Figure 4)
2. Click the Go button to the right of the Add Product(s) field.
3. PAMS will navigate to the Add New Award Publication(s) page, which will display a Product form specific to Websites. (Figure 10)
Figure 10. Add New Award Publication(s), Website
Refer to the table below for guidance on completing the required fields.
Required Fields
| Element | Description |
|---|---|
Title | Enter the title of the website. |
| URL | Enter the web address. |
4.7 Adding a New Publication – Other Publication
1. Click the Add Product(s) dropdown above the grid on the Products – List page and select Publication – Other Publication. (Figure 4)
2. Click the Go button to the right of the Add Product(s) field.
3. PAMS will navigate to the Add New Award Publication(s) page, which will display a Product form specific to Other Publications. (Figure 11)
Figure 11. Add New Award Publication(s), Other Publication
Refer to the table below for guidance on completing the required fields.
Required Fields
| Element | Description |
|---|---|
| Title | Enter the name of the publication. |
Author(s) | Enter the name(s) of the author(s) of the publication. |
| Description | Enter a description of the publication. |
Publication Status | Click the dropdown and select one of the following to indicate the status of the publication: Published, Awaiting Publication, Accepted, Under Review, Submitted, or Other. If Other, specify in the box to the right of the dropdown. |
Acknowledgement of DOE Support? | Select the “Yes” or “No” radio button to indicate whether an acknowledgement of DOE Support was provided to the publisher. |
4.8 Adding a New Intellectual Property - Patent
1. Click the Add Product(s) dropdown above the grid on the Products – List page and select Intellectual Property - Patent. (Figure 4)
2. Click the Go button to the right of the Add Product(s) field.
3. PAMS will navigate to the Add New Award Intellectual Properties page, which will display a Product form specific to Patents. (Figure 12)
Figure 12. Add New Award Intellectual Properties, Patent
Refer to the table below for guidance on completing the required fields.
Required Fields
| Element | Description |
|---|---|
Patent Title | Enter the name of the patent. |
Patent Abstract | Enter an abstract describing the patent. |
Patent Number | Enter the number of the patent. |
Country/Transnational Patent Office | Use the dropdown to select the country in which the patent resides. |
Application Status | Use the dropdown to select one of the following to describe the status of the patent application: Submitted, Pending, or Granted. |
4.9 Adding a New Intellectual Property – Invention
1. Click the Add Product(s) dropdown above the grid on the Products – List page and select Intellectual Property – Invention. (Figure 4)
2. Click the Go button to the right of the Add Product(s) field.
3. PAMS will navigate to the Add New Award Intellectual Properties page, which will display a Product form specific to Inventions. (Figure 13)
Figure 13. Add New Award Intellectual Property, Invention
Refer to the table below for guidance on completing the required fields.
Required Fields
| Element | Description |
|---|---|
Invention Title | Enter the name of the invention. |
Inventors | Enter the name(s) of the inventor(s). |
Invention Description | Enter a description of the invention. |
4.10 Adding a New Intellectual Property – License
1. Click the Add Product(s) dropdown above the grid on the Products – List page and select Intellectual Property – License. (Figure 4)
2. Click the Go button to the right of the Add Product(s) field.
3. PAMS will navigate to the Add New Award Intellectual Properties page, which will display a Product form specific to Licenses. (Figure 14)
Figure 14. Add New Award Intellectual Properties, License
Refer to the table below for guidance on completing the required fields.
Required Fields
| Element | Date |
|---|---|
License Title | Enter the name of the license. |
License Status | Use the dropdown to select one of the following to describe the status of the license: None, Pending, or Licensed. |
4.11 Adding a New Technology or Technique
1. Click the Add Product(s) dropdown above the grid on the Products – List page and select Technologies or Techniques. (Figure 4)
2. Click the Go button to the right of the Add Product(s) field.
3. PAMS will navigate to the Add New Award Technologies or Techniques page. (Figure 15)
Figure 15. Add New Technologies or Techniques
Refer to the table below for guidance on completing the required fields.
Required Fields
| Element | Description |
|---|---|
| Description | Enter the name and a description of the technology or technique produced. |
4.12 Adding a New Other Product
All products that do not fall into any of the previous categories are recorded under Other Product. These products include: Audio or Video, Databases, Data and Research Material, Education Aids or Curricula, Evaluation Instruments, Instruments or Equipment, Models, Physical Collections, Protocols, Software or NetWare, Survey Instruments, and Other. Use the following steps to add an Other Product to the Award.
1. Click the Add Product(s) dropdown above the grid on the Products – List page and select Other Products. (Figure 4)
2. Click the Go button to the right of the Add Product(s) field.
3. PAMS will navigate to the Add New Other Award Product(s) page. (Figure 16)
Figure 16. Add New Other Award Product(s), Other Product
Refer to the table below for guidance on completing the required fields.
Required Fields
| Element | Description |
|---|---|
Product Type | Use the dropdown to select one of the following to describe the product type: Audio or Video, Databases, Data and Research Material, Education Aids or Curricula, Evaluation Instruments, Instruments or Equipment, Models, Physical Collections, Protocols, Software or NetWare, Survey Instrument, or Other. If Other, specify in the box to the right of the dropdown. |
Description | Enter a description of the product and how it is being shared. |
5 Saving a New Product
Use the steps below to save a new Product to the Award.
1. Once you have completed the required fields on the Product’s form, click Save and Continue in the bottom right corner of the Product’s page.
2. PAMS will return to the Products – List page and display a green success message confirming that your Product has been added successfully. (Figure 17)
Figure 17. Products – List, Success
| You can edit an existing Product at any time by clicking Edit in the Actions/Views menu in the Options column of the Product on the Products – List page you wish to edit. PAMS will navigate to the Product’s form page, which will be populated with the Product’s previously entered data. Refer to the sections above for guidance on completing the required fields for each form. |
6 Updating Products in Bulk
Award Products can be updated at any time. Use the following steps to update Award Products in bulk.
1. Click the Update Product(s) dropdown above the grid on the Products – List page and select a Product type. (Figure 4)
2. Click the Go button to the right of the Add Product(s) field.
3. PAMS will navigate to the Update Products – List page, which displays all the information about the Award and a grid containing all the Products of the type you selected on the previous page. Browse the list or use the filters or advanced search above the grid to find the Products you would like to update. Once you have found the Products, select the checkboxes in the Select/Unselect column and click Update Selected Products in the bottom right corner of the page. (Figure 18)
Figure 18. Update Products – List, Bulk Update
4. PAMS will navigate to the appropriate Update page for the selected Product type, which lists all the Products of that type associated with the Award. (Figure 19)
Figure 19. Update Award Publication(s), Bulk Update
5. Once you are finished updating the Products, click Save and Continue in the bottom right corner of the page.
6. PAMS will return to the Products – List page and display a green success message confirming that the Product or Products were updated successfully. (Figure 20)
Figure 20. Products – List, Success
| Products can be updated individually at any time by clicking Update in the Actions/Views menu in the Options column for that Product on the Products – List and Update Products – List pages. |
