Anubis is a web-based system to handle calls for proposals, proposal submission, reviews, decisions and grant dossiers. It allows:
A call in the Anubis system is a representation of a call for proposals. It is the primary entity in the Anubis system.
A call has a unique identifier, a title, description, optional files attached, and open and close dates. It is the container for its proposals, reviews, decisions and grants. The input fields of these entities are created and defined within their call.
A call is open when its opens date has passed, but its closes date has not. A call that does not have both of these values set is unpublished, and is not visible to ordinary user. This means that there can be no open calls without a closing date.
When a call is open, it is visible to the world on the Anubis home page.
The opening and closing of a call is automatically done by the Anubis system based on the date and time as given by the server the system is running on. The admin does not have to do anything once the date and time for opens and closes have been set.
A call is prepared and handled by the admin or a user account that is an account that has been given this privilege explicity by the admin. The account creating the call is the call owner.
The call contains the input fields that the call owner sets up for the proposals, the reviews, decisions and grant dossiers in the call.
Before the call is opened, the call owner should set up at least the input fields for the proposals. However, it is technically possible to modify the proposal fields after the call has been opened, but this is strongly discouraged, since it will likely cause confusion for the users.
The input fields for the reviews, decisions and grant dossiers can be set up later. The mechanism is the basically same as for the proposal input fields.
The call owner can choose to use or not use the Anubis system for reviews, decisions and grant dossiers.
A proposal can be created only within an open call. A user has to create and log in to an account in order to create, write and submit a proposal. Only one proposal can be created by a user within one call.
The proposal must be submitted by the user before the closes date of the call. A user will be alerted to the presence of unsubmitted proposals in the top menu of the Anubis pages.
A proposal is visible only to its creator (the proposal owner), the admin, and those accounts that the proposal owner has explicitly given access to.
An admin has additional privileges for handling proposals. See Instructions for admins.
The proposals of a call must be defined in terms of which data the creator of a proposal is supposed to provide. This is configure by the call creator by defining the input fields to be used, their instruction texts and their possible values.
An input field has an allowed type of input, such as text, integer, file, etc. There may be additional constraints on the values allowed in an input field.
Some input fields may be set as optional by the call owner, while some many be set as required, meaning that a value must provided by the user.
When all required input fields in a proposal have been filled in with values of the correct type, the user may submit the proposal. A proposal may be un-submitted by the user while the call is open. This may be useful if errors need to be corrected.
If the call has been closed, it is no longer possible to submit a proposal, nor to edit it in any way. The proposal can still be viewed by the user after the call has been closed.
A review is an evaluation by a reviewer of a specific proposal. The admin sets up the review of the proposals in a call.
The reviews of proposals within a call are set up by the call owner. This entails defining what input fields a review should contain, including scores, rank or comments.
The call owner must explicitly set which accounts should be reviewers for the proposals in a call.
In addition, the call owner must create the actual review form for each reviewer and proposal. This has to be done manually via the web interface. A reviewer can edit their reviews, but she cannot create or delete the reviews.
A date and time for when reviews are due is set by the call owner.
The reviews are visible to the admin, the call owner, and optionally by the other reviewers in the call.
At no stage can the proposal creator view the reviews of her proposal.
The reviewers typically download the proposals and their files via a link that is visible to them in the call page. The reviewers should then fill in the review form and set to finalized when done. This makes it clear to the call owner that they have finished the review.
A reviewer will be alerted to the presence of unfinalized reviews in the top menu of the Anubis pages.
The purpose of the decision entity is to document what the final result of the review of a proposal is.
The call owner or review chair can create a decision entity for each proposal. The fields of the decision are configured in the call by the call owner. A decision may contain more information just the accept/reject decision.
Creating a decision does not send any email to the proposal author. This has to be done outside of the Anubis system.
Finalizing a decision does not automatically let the proposal creator view it; in addition, the call owner has to set the flag for this in the call.
A grant dossier is a means for the grant receiver and staff to share information and/or documents about a successful proposal. This could information about other grant participants, the names and email addresses of the economists, documents relating to grant conditions, budget, agreement, and similar.
A grant dossier which has valid values in all required fields is automatically set as complete.
It is possible for the admin to add new input fields to existing grant dossiers. However, a grant dossier is not automatically set as incomplete. The admin has to go into edit mode for each grant dossier and save it; only at save time are the current values of the grant dossier checked against the requirements of the input fields as defined for it in the call.
A grant dossier is created by the admin or staff, who also configure the input fields in it. The proposal owner (which presumably is the grant receiver) can view and edit it.
A grant dossier cannot be created unless the decision object for the proposal has been set to verdict "Accepted" and finalized.
A grant dossier can be locked by the admin, which makes it impossible for the grant receiver to further edit it. It can also be unlocked by the admin.
A user account is the representation of a user in the Anubis system. In order to do any work in Anubis, a user must have an account.
A user can register an account. Depending on the site policy, the account will be immediately enabled, or an admin will have to enable the account after inspection. An email will be sent to the user once the account is enabled. It contains information on how to set the password.
A user has an identifier that is unique within the Anubis instance. The email address must also be unique within the Anubis instance.
Depending on the site configuration, user accounts may be automatically enabled, or require the explicit enabling by the admin.
The admin may register accounts, which do not have a valid email address. This can be used for pseudo-user accounts which may be useful in some scenarios.
The admin may set a user to be able to create calls. A user who has created a call becomes the owner of it, and can deal with nearly all aspects of it.
Anubis uses a role-based privileges system which determines what operations are allowed for an account.
A user who has not logged in can view the open calls in Anubis, but not much else.
In order to create and edit anything in Anubis, a user account is required.
There are a few different roles for user account, which give different levels of privileges in the web interface.
A user account has one and only one role. However, the admin can change the role of a user.
An account having the role user may be allowed to create calls. This is done explicitly by the admin for that specific account. A user that has created a call has extended privileges for that call.
A reviewer is a user account who has been explicitly set as a reviewer in a specific call by the admin. This is technically not a role.
A reviewer may view the submitted proposals of the call and write reviews for them.
A reviewer cannot have a proposal of her own in that call.
A user that is a reviewer in one call, is not automatically a reviewer in another call. This makes it possible for a user to be an ordinary submitter of a proposal in one call, while being a reviewer in another call.
A chair is a special kind of reviewer, who has the privilege to create and delete review instances within the call, among other actions. The chair can also view the reviews of all reviewers in that call.
The chair may also create the decision entities for the proposals and edit them.
The privileges in the web interface are determined by the role of the logged-in user account.
Accounts with the user role can be given additional privileges, which only relate to specific calls:
The table below summarizes the privileges for most actions. Note that some exceptions are omitted, such as a user explicitly allowing another user account to view and/or edit her proposal.
User | User (reviewer) | User (call creator) | Staff | Admin | ||
---|---|---|---|---|---|---|
Call | Create | No | No | Yes | Configurable | Yes |
View | Yes, if published | Yes, if published | One's own | Yes | Yes | |
Edit | No | No | One's own | Configurable; one's own | Yes | |
Delete | No | No | One's own, if no proposals | No | Yes, if no proposals | |
Proposal | Create | Yes, while call open | No | Yes | Yes | Yes |
View | One's own | Any in the call to be reviewed | Any in one's own call | Yes | Yes | |
Edit | One's own, while not submitted | No | Any in one's own call | No | Yes | |
Delete | One's own, while not submitted | No | Any in one's own call | No | Yes | |
Transfer ownership | No | No | Yes, if one's own call | Yes | Yes | |
Submit | One's own, while call open | No | Any in one's own call | Yes | Yes | |
Review | Create | No | Chair if call setting | In one's own call | Yes | Yes |
View | No | One's own, or all if call setting; chair all | Any in one's own | Yes | Yes | |
Edit | No | One's own | Any in one's own call | No | Yes | |
Finalize | No | One's own | Any in one's own call | No | Yes | |
Unfinalize | No | One's own, before due date | Any in one's own call | No | Yes | |
Delete | No | No | Any in one's own call | No | Yes | |
Decision | Create | No | Only chair | Any in one's own call | No | Yes |
View | One's own, depends on call setting | Only chair | Any in one's own call | Yes | Yes | |
Edit | No | Only chair | Any in one's own call | No | Yes | |
Delete | No | No | No | No | Yes | |
Grant dossier | Create | No | No | No | Yes | Yes |
View | One's own | No | No | Yes | Yes | |
Edit | One's own, if not locked | No | No | Yes | Yes | |
Change access | One's own | No | No | Yes | Yes | |
Lock | No | No | No | Yes | Yes | |
Delete | No | No | No | No | Yes, if not locked |
In this section are described typical operations for users in different roles.
The number of your unfinalized reviews is displayed on a yellow background in the top menu. If there is no such yellow marker, your reviews are done.
Since staff can view most data in Anubis, but have only limited editing privileges, there are no special instructions.
The admin is a user account which has full privileges for the Anubis site. She may perform all operations that are possible to do via the web interface.
A call can be created by
There are two ways of creating a call: From scratch, or by cloning an existing call.
The input fields for the proposals, reviews, decisions and grants are all defined in the call.
The admin sets up the reviews for a call. This entails defining what input fields should be present in the review, setting which accounts are reviewers of the call, and creating the reviews for each reviewer.
The admin must define the input fields that each review should have. The mechanism is basically the same as for the input fields of a proposal in a call. In addition to the input field types available for proposals, there are also score and rank.
Similar to input fields for proposals, it is best to define these fields before creating the review forms for the reviewers. However, it is possible to modify the review input fields after the review forms have been created.
By default, the first field of a review is Conflict of interest", which is intended to allow a reviewer to declare that she should not perform the review of a specific proposal. This is treated specially so that it is possible to finalize a review if this is marked as "Yes", even if other input fields of the review have been left empty. It is possible to delete this input field.
All reviewers of the proposals in a call must have an account in the system. Either they can create the account themselves, exactly as any other ordinary user does. Or the admin may create an account for them. Since an email is sent out by default when an account is created, it is best if the reviewers have been informed about this beforehand, else the email may be confusing.
Once the reviewers have accounts, the admin goes to the call page and clicks on the button "0 reviewers" (where 0 may be another number if some reviewers have already been set up). On the page "Edit reviewers for call", the admin may simply add the accounts of the reviewers, one by one.
If a reviewer has no review forms created, it is possible to remove her. This is not possible if review forms have been created. In that case, one must first delete each if the review forms for that reviewer before it is possible to remove her as reviewer.
It is possible to set a reviewer as chair. The idea is that the review chair(s) should be able to handle the review process without requiring the actions of the admin. A review chair may view all other reviews, and create and delete reviews, if so set by the admin.
The reviewer herself cannot create the review forms. The idea is that the admin (or review chair) determines which reviewer should review which proposal by creating the relevant review forms. This makes it clear to the reviewer which reviews she has to complete.
The admin (or chair, if so set by the admin) may create and delete the review forms for each reviewer. This is done by going to the page of the call, clicking the button "X reviewers", where X is a number.
On the page "Edit reviewers for call", there is a button "X reviews" for each reviewer. Clicking on it leads to a page listing all reviews for that reviewer. For all proposals, there is either a link to the review form, or a button "Create". Click each such button, scroll down to the bottom of the page, and click "Create reviews". This may have to be done for each page of the table on that page.
To delete a review form, one has to go to the review form page and click "Delete". There is no way to mass delete more that one review form in one operation.
The admin and the review chair(s) may create decision forms for the proposals in a call. This is intended to record the decision of the review committee, or other body that actually makes the decisions about which proposals to fund.
The decision forms may contain more than a simple "Accepted" or "Declined" statement. For example, information on the amount funded, or relevant documents may be provided. The admin has to create the input fields for the decision forms in a similar way as for the proposal and review input fields.
Grant dossiers are meant to be an space for exchange of information between the admin of Anubis and the proposal submitter. This may include information on how to submit the budget for a proposal, the contact persons for technical economical information, the grant requisition documents, and similar.
The input fields are the means to store information in proposals, reviews, decisions and grants. They have types which define what kind of information they can store.
All input fields for proposals, etc, can be changed by the call owner, even when the call has been published. This must be done with care, since changing a field may invalidate a proposal, etc, that previously was valid and complete.
The Anubis system does not re-check the validity of a proposal, etc, when the input field definitions are modified. This is detected only when the proposal, etc, is edited and saved. This means that a proposal, etc, which looks fine to the user may, in fact, be invalid because the call owner has changed the input field definitions. This should be avoided. In addition, the data for fields whose definition has been removed will disappear.
All input field types have a number of settings, most of which may be edited after the field has been created. These are:
Identifier. The internal name of the field, which must be unique within the form. It must begin with a letter and continue with letters, numbers or underscores. This cannot be changed once set.
Title. The name of the field as shown to the user. Defaults to the identifier capitalized.
Required. Is a value required in this field for the form to be valid?
Staff edit. Only the staff may edit the field. The user will see it.
Staff only. Only the staff may edit and view the field. It is not visible to the user.
Banner. The field will be shown in various tables.
Description. The help text displayed for the field. May contain Markdown formatting.
One single line of text, such as a name or title. May contain any text.
One single email address, which must look like a proper email address. However, its actual validity is not checked.
A selection between Yes and No. If a value is not required, then also "No value" will be allowed.
A choice among a set of given text values.
Selection values. The values to let the user choose from. Give the values as text where each line is one value.
Multiple choice. Is the user allowed to choose more than one value?
A number that is a whole integer.
Minimum: An optional lower limit for the value given by the user.
Maximum: An optional upper limit for the value given by the user.
A number that may contain fractions, i.e. a decimal point.
Minimum: An optional lower limit for the value given by the user.
Maximum: An optional upper limit for the value given by the user.
A number in the range of integer values defined on setup. The choice of value is presented as a set of buttons, or optionally by input from a slider.
Minimum: The lower limit for the value given by the user.
Maximum: The upper limit for the value given by the user.
A field of type rank is intended for reviews. The reviewer is supposed to rank all proposals under her review. The reviewer assigns a value to this field of each of her reviews in a call such that the values are unique and consecutive starting from 1, else an error will be flagged.
This field is then used to by Anubis calculate a composite value from all reviewers' rankings of each proposal. This is the ranking factor for a proposal.
A field set as banner will produce an extra column named "Ranking factor" (F(x) below) which is computed from all values in finalized reviews in that call. The formula is:
A(i) = total number of ranked proposals for reviewer i
R(x,i) = rank for proposal x by reviewer i
F(x) = 10 * average(all reviewers( (A(i) - R(x, i) + 1) / A(i)) )
For a proposal which has been ranked 1 by all reviewers of it, this will produce a ranking factor of 10, which is the maximum. If a reviewer has ranked it at, say, 3, then the ranking factor will become slightly less than 10. The number is rounded to one decimal place.
NOTE: This is currently implemented only for reviews; it is not very meaningful for other entities.
A multiline text which may use Markdown formatting.
An attached file.
This field allow the number of a set of input fields to depend on a number that the user must input. For example, if the user has three collaborators and the name, affiliation and email address of these collaborators must be entered.
When the user inputs a number in a repeat field, the system brings up that number of copies of the other fields that have been associated with.
After having defined a repeat field, the other fields that should be repeated need be associated with it. When creating a new field, there will be a select list field to specify whether that field is repeated by a previously defined repeat field.
NOTE: The repeat field is currently implemented only for grant dossiers.
Installation instructions are available at the GitHub page for Anubis.
The implementation of Anubis is based on the following design decisions: