Streamlyne Implementation

This news page will be updated on a regular basis as the Streamlyne implementation project progresses.  It is expected that NMSU will cut over to Streamlyne around July 2022.

 

For the NMSU-Streamlyne support page, please click here.

For more information on Streamlyne please see https://streamlyne.com

Streamlyne UP! video series

Module Demos [ Pre-Award | Award | IRB | IACUC | COI | Reports & Dashboards ]

Please direct questions related to NMSU's implementation of Streamlyne to streamlyne@nmsu.edu

Implementation Team

[ Project Implementation Plan | Internal ARGIS Transition Plan ]

Phillip DeLeon, OVPR, Associate Vice President for Research

Alisha Giron, OVPR, Assistant Vice President for Research

Rita Parra, OVPR, Director, Pre-Award Administration

Pam Jeffries, ICT, Director, Enterprise Application Services

Paul Lucero, ICT, Manager, Enterprise Information Services

Technical Team

Scott Akins, ICT, Enterprise Programmer

Kevin Muir, ICT, Enterprise Programmer

Gerald Smith, ICT, Enterprise Programmer

IACUC/IRB Advisors

JoAnne Dupre, Research Integrity and Compliance

Shanna Ivey, Department of Animal and Range Sciences

Michelle Gavin, Research Integrity and Compliance

Merranda Marin, Department of Family and Consumer Sciences

Joe Tomaka, Department of Public Health Sciences


Countdown to Go Live on IACUC Module (March 16, 2022)

Compliance Module (April 11, 2022) and Award Module (June 28, 2022)

Current Streamlyne Project Dashboard Snapshot (January 21, 2022)

Currently NMSU is on track (all green) and 51% completed.


News

2022-01-24 ARGIS Update

As described in the post 2022-01-07 “ARGIS Transition”, the implementation team changed ARGIS to read-only last Thursday. Due to data migration issues that were detected during testing in the last two weeks, ARGIS data was re-migrated data on Friday and re-tested.  This latest migration appears successful and was loaded into Streamline today in anticipation for Wednesday’s Go Live on proposal module.

 

2022-01-21 Streamlyne Town Hall

Today’s Streamlyne town hall focussed on the pre-award module doing live next Wednesday.  Approximately 50 research administration staff throughout NMSU were in virtual attendance. OVPR/ICT presented an update on the transition and answered questions from attendees.
[ Town Hall Slides | Recording ]

 

2022-01-14 "UPDATE: ARGIS to Streamlyne ETL"

The project plan has always included migration of legacy data from ARGIS to Streamlyne.  In order to accomplish this task, UCF (developers of ARGIS) agreed to provide NMSU "extract scripts" which would be used to extract proposal (including internal proposals) and agreement information (Phase 1) and award (including internal awards) information (Phase 2). Extraction criteria are as follows:

Phase 1:

Set1: Status = {Pending, Ready for Submission, Under Review}

Set2: Status = {Funded, Closed, Prepare for Closeout, Extension Pending, Administratively Closed} AND project start date >= 7/1/2016

Set3: Status = {Funded, Closed, Prepare for Closeout, Extension Pending, Administratively Closed} AND (related to any record in Set 2) AND any start date

ProposalRecordsExtracted = Set1 U Set2 U Set3

U = Union

 

Phase 2:

Awards: {Funded, Closed, Prepare for Closeout, Extension Pending, Administratively Closed} AND {if start date >= 7/1/2016}

 

Once Extracted, the data are Transformed and Loaded into Streamlyne, a.k.a. "ETL." On Dec. 3 NMSU ran the UCF Phase 1 extract scripts and shipped data to Streamlyne, who then provided feedback necessary to further debug the script.  We anticipate a successful test ETL during the holiday break followed by the actual ETL currently scheduled for Friday January 21, 2022.  Finally, on Dec. 16, NMSU copied all attachments on proposal records, agreements, and awards and shipped disk drives to Streamlyne.  An incremental attachment copy will also be done over the Internet prior to going live on the proposal module.

 

2022-01-07 "ARGIS Transition"

The plan for transitioning from ARGIS to Streamlyne has been developed by the implementation team. This plan was presented to the Associate Deans of Research during the December 2021 CADRe meeting.  In order to migrate ARGIS data to the Streamlyne proposal module and maintain synchronization, on 5:00pm Thursday January 20, 2022 ARGIS users will no longer be able to create or revise records in ARGIS; OVPR staff will maintain their roles in ARGIS for necessary data changes.  All ARGIS users will be able to read records within their scope of access until ARGIS is decommissioned (TBD). OVPR will continue to enter proposals into ARGIS and in parallel, enter proposals into Streamlyne.  Once the Streamlyne award module is live (June 20, 2022), proposals will only be entered into Streamlyne.

 

2021-12-17 "Streamlyne Project Dashboard Snapshot"

Currently NMSU is on track (all green) and 45% completed.  The Implementation Team anticipates no major project risk.

 

 

2021-12-04 "ARGIS to Streamlyne ETL"

The project plan has always included migration of legacy data from ARGIS to Streamlyne.  In order to accomplish this task, UCF (developers of ARGIS) agreed to provide NMSU "extract scripts" which would be used to extract proposal and agreement information (Phase 1) and award information (Phase 2).  Once Extracted, the data are Transformed and Loaded into Streamlyne, a.k.a. "ETL." On Dec. 3 NMSU ran the UCF Phase 1 extract scripts and shipped data to Streamlyne, who then provided feedback necessary to further debug the script.  We anticipate a successful test ETL during the holiday break followed by the actual ETL currently scheduled for Friday January 21, 2022.  Finally, on Dec. 16, NMSU copied all attachments on proposal records, agreements, and awards and shipped disk drives to Streamlyne.  An incremental attachment copy will also be done over the Internet prior to going live on the proposal module.

 

2021-12-01 "The On Ramp to Streamlyne"

The architecture of Streamlyne is considerably different than ARGIS.  Streamlyne consists a proposal module and an award module to support the research enterprise.  At this time, NMSU anticipates going live with the proposal module on Wednesday January 26, 2022 and going live with the award module Wednesday June 29, 2022.  Because NMSU's RAS supports both proposal development and submission and aspects of the award phase, NMSU will run parallel systems, i.e. ARGIS and Streamlyne during the gap period. Starting January 26, RAS will enter proposal information into both ARGIS and Streamlyne until the award module goes live.

For the gap Saturday January 22 - Tuesday January 25, NMSU enters a pre-go live stage and will buffer proposals during the gap and enter proposals into Streamlyne once live.  This same approach will be adopted as we go live with the award module. Beginning January 22 write access to ARGIS will be limited to only RAS with additional restrictions as needed. We do not expect any missing proposal or award records in Streamlyne due to the parallel systems, timing on the ETL, and gap plan. NMSU's internal transition plan may be found here.  

Finally, we have two phases of legacy migration from ARGIS and into Streamlyne which will be described in an upcoming post on this webpage.

 

2021-11-30 "Streamlyne Project Dashboard Snapshot"

Currently NMSU is on track (all green) and 40% completed.  Five of the six tasks past due are related to ARGIS migration and these are being managed and the Implementation Team anticipates no major project risk.

StreamlyneProjectDashboard20211130.png

2021-11-30 "ARGIS ETL Scripts Dev and Approval Chains"

This week, the NMSU implementation team met with Univ of Central Florida and Streamlyne to respond to remaining questions regarding the Extract, Transfer, and Load (ETL) scripts under development. These scripts will pull proposal, award, and agreement data out of ARGIS, and transform (remap and format) into a file for migration into Streamlyne.  NMSU expects to take delivery of the proposal extract script this week and begin testing next month.  We anticipate migration of proposals on Jan. 21, 2022.

In addition the NMSU implementation team is finalizing proposal development approval chains for all units (648) in the NMSU system.  A typical approval chain would be department head then college research office and then RAS.  To construct each approval chain, we list NMSU username(s) for each link in this chain.  We have developed custom code to automate some of this work and manually complete the rest followed up by review.

2021-11-15 "Streamlyne Project Dashboard Snapshot"

Currently NMSU is on track (all green) and 35% completed.  Five of the six tasks past due are related to ARGIS migration and these are being managed and the Implementation Team anticipates no major project risk.

Streamlyne Project Dashboard

2021-11-10 "Streamlyne UP! Conference"

Members of the Streamlyne implementation team attended the UP! conference Nov 8-9 in San Diego where they received new training on pre-/post-award and reporting, clarified several outstanding migration issues, and previewed upcoming and planned Streamlyne features.

2021-10-20 "S2S"

One of the critical gaps that OVPR intends to close is system-to-system (S2S) interoperability of NMSU's electronic research administration (eRA) system with other internal and external systems.  Streamlyne offers S2S features that will improve several aspects of pre- and post-award administration and project management.  For example, when a PI or research team notifies RAS of an opportunity that they wish to develop a proposal for, a Streamlyne record is created and the opportunity number is entered.  This event triggers an exchange with grants.gov and all required forms are pulled into Streamlyne and automatically populated with preloaded NMSU data.  As a second example, when NMSU is notified of an award, a Streamlyne record is created for the award and tied to the proposal record.  This event will trigger a "push" of budget information into Banner via new APIs being developed "in-house."  As a third example, using the CITI APIs, Streamlyne can pull (co-)PI training information from CITI.  Currently these (and many more) functions are done manually and often repeatedly with existing systems that offer no S2S capabilities.  Our team is hard at work developing the software and service infrastructure necessary to support a state-of-the-art approach to managing the research enterprise. 

2021-09-30 "First Project Milestone Completed"

NMSU met the first project milestone on Sept. 24 by delivering data via files for one time loads or via API. Foundational data was extracted from ARGIS, Banner, and the data warehouse using custom scripts and in some instances, custom code was developed for data post-processing and formatting. The foundational data included NMSU units and hierarchy, faculty/staff information, external sponsors, external subcontractors, NMSU accounts and codes, etc. Each data component has upwards of many tens of fields and collectively many tens/hundreds of tables, hundreds of fields, and thousands of records. The Streamlyne team will next load supplied data into the system and verify before the Oct. 1 deadline. NMSU is currently extracting remaining HR data and expects to deliver this data to Streamlyne by Oct. 8. Finally, NMSU has initiated transfer of records from the Collaborative Institutional Training Initiative (CITI) Program to Streamlyne via a licensed API from CITI which will help in further integrating and synchronizing NMSU's research-related systems.

2021-09-17 "Streamlyne Reporting Demonstration to CADRe"

On Sept. 17, Streamlyne demonstrated system reporting capabilities to the Council on Associate Deans for Research (CADRe). For those interested in a preview of the Streamlyne system, short introductory videos and demos may be found at at the top of this page. We anticipate Streamlyne training to begin next spring.

2021-08-31 "Kickoff Meetings"

Over five half day meetings during Aug. 2-13, the NMSU implementation team met with the Streamlyne team in order to plan the year-long project. During this time NMSU received an overview of all of the required foundational and configuration data and the team began planning for where this data will be sourced, i.e. ARGIS, Banner, data warehouse, etc. ICT's Paul Lucero, technical lead on the project, with the support of Gerald Smith and Kevin Muir are responsible for developing data integrations and interfaces between Streamlyne and other University systems, as well as, other required technical tasks. During August 16-31 NMSU's technical team has been on working with the Streamlyne technical team on the mappings (many hundred) from NMSU data to required fields in Streamlyne. Our approach to importing data into Streamlyne will be in the form of a "one-time load" or via Application Programming Interfaces (APIs) -- the latter used for that data which needs to be refreshed regularly once Streamlyne is active. In parallel, Paul, Gerald, and Kevin have been developing custom software to extract data from the NMSU side, format data into the proper file formats for the one-time loads, and push data into Streamlyne via API. The foundational data requirements are planned to be completed in early October.

2021-07-30 "Project Planning"

Kickoff meetings between Streamlyne and the NMSU implementation team have been scheduled for August 2, 4, 6, 10, and 12. The kickoff begins with development and review of the overall project plan and will include both VPR Luis Cifuentes and interim CIO Chris Kielt. Considerable time will be devoted to understanding and developing the required foundational and configuration data. Research enterprise data typically includes NMSU's organizational units and hierarchy, researcher/PI information, HR information, and sponsors.  Much of the legacy data is expected to be mapped and imported into Streamlyne from ARGIS while other data will be exchanged with existing systems such as Banner, via application programming interfaces.

2021-07-07 "NMSU Selects Streamlyne as the eRA"

The Office of the Vice President for Research is happy to announce that Streamlyne has been selected as the next electronic Research Administration (eRA) system for the NMSU research enterprise replacing ARGIS and eventually Maestro, filling in existing gaps in our current systems, and adding new features and capabilities. We invite the NMSU research community to view the Streamlyne Research Highlights video on YouTube.