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
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
Refer to the sections below to add a new Product to the Award.
4.1 Adding a New Publication
There are seven types of Publications: Journal Article, Book, Book Chapter, Thesis/Dissertation, Conference Paper/Presentation, Website, and Other Publication. Use the steps below to add a Publication to the Award.
1. Click Add New Publication above the grid on the Products – List page. (Figure 4)
2. PAMS will navigate to the Add New Award Publication page. Click the dropdown in the Type field and select the appropriate Publication Type. (Figure 5)
Figure 5. Add New Award Publication
3. Click Populate Form. PAMS will reload the page and display a form specific to the selected Product Type.
Refer to the sections below for guidance on completing the fields for each Publication Type.
4.1.1 Journal Article
Figure 6. Add New Award Publication, Journal Article
Required Fields
| Element | Description |
|---|---|
Type | This field contains the Publication type you selected and determines the Publication form you are filling out. |
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. |
4.1.2 Book
Figure 7. Add New Award Publication, Book
Required Fields
| Element | Description |
|---|---|
| Type | This field contains the Publication type you selected and determines the Publication form you are filling out. |
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. |
4.1.3 Book Chapter
Figure 8. Add New Award Publication, Book Chapter
Required Fields
| Element | Description |
|---|---|
| Type | This field contains the Publication type you selected and determines the Publication form you are filling out. |
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. |
4.1.4 Thesis/Dissertation
Figure 9. Add New Award Publication, Thesis/Dissertation
Required Fields
| Element | Description |
|---|---|
| Type | This field contains the Publication type you selected and determines the Publication form you are filling out. |
| 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. |
4.1.5 Conference Paper/Presentation
Figure 10. Add New Award Publication, Conference Paper/Presentation
Required Fields
| Element | Description |
|---|---|
| Type | This field contains the Publication type you selected and determines the Publication form you are filling out. |
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. |
4.1.6 Website
Figure 11. Add New Award Publication, Website
Required Fields
| Element | Description |
|---|---|
| Type | This field contains the Publication type you selected and determines the Publication form you are filling out. |
Title | Enter the title of the website. |
| URL | Enter the web address. |
4.1.7 Other Publication
Figure 12. Add New Award Publication, Other Publication
Required Fields
| Element | Description |
|---|---|
| Type | This field contains the Publication type you selected and determines the Publication form you are filling out. |
| 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. |
4.2 Adding a New Intellectual Property
There are three types of Intellectual Property: Patent, Invention, and License. Use the steps below to add an Intellectual Property to the Award.
1. Click Add New Intellectual Property above the grid on the Products – List page. (Figure 4)
2. PAMS will navigate to the Add New Award Intellectual Property page. Click the dropdown in the Type field and select the appropriate Intellectual Property Type. (Figure 13)
Figure 13. Add New Award Intellectual Property
3. Click Populate Form. PAMS will reload the page and display a form specific to the selected Product Type.
Refer to the sections below for guidance on completing the fields for each Intellectual Property Type.
4.2.1 Patent
Figure 14. Add New Award Intellectual Property, Patent
Required Fields
| Element | Description |
|---|---|
| Type | This field contains the Intellectual Property type you selected and determines the Intellectual Property form you are filling out. |
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. |
4.2.2 Invention
Figure 15. Add New Award Intellectual Property, Invention
Required Fields
| Element | Description |
|---|---|
| Type | This field contains the Intellectual Property type you selected and determines the Intellectual Property form you are filling out. |
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. |
4.2.3 License
Figure 16. Add New Award Intellectual Property, License
Required Fields
| Element | Date |
|---|---|
| Type | This field contains the Intellectual Property type you selected and determines the Intellectual Property form you are filling out. |
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. |
4.3 Adding a New Technology or Technique
There is only one type of Technology or Technique. Use the steps below to add a Technology or Technique to the Award.
1. Click Add New Technology or Technique above the grid on the Products – List page. (Figure 4)
2. PAMS will navigate to the Add New Technology or Technique page. (Figure 17)
Figure 17. Add New Technology or Technique
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. |
4.4 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 Add Other Product above the grid on the Products – List page. (Figure 4)
2. PAMS will navigate to the Add New Award Other Product page. (Figure 18)
Figure 18. Add New Award 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 19)
Figure 19. 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. |
