Income Volume Snowball Metrics Agreement v1

From CASRAI

Purpose

This standard information agreement specifies the information elements needed to calculate and communicate the value of awarded budget derived from research awards from external funding bodies that has been spent.

Input Reference

The original input reference to this standard information agreement is the Snowball Metrics Recipe Book, page 57.

Question Set

See input reference.

Answer Set

The following specifies the expected contents of a data report compliant with this standard information agreement.

Records Structure

The following table outlines the agreed information elements needed to produce a standard report on Income Volume at the institution. For each record of income the following elements are to be included.

Information Element Definition Format Requirement
Research Expenditure An instance of spending of research award funds.
Research Expenditure/Amount The amount of the expenditure. Number
Research Expenditure/Currency The currency in which the expenditure was made. List (Currencies)
Research Expenditure/Financial Year The financial year in which the expenditure was made. Number
Research Expenditure/Financial Quarter The financial quarter of the year in which the application was received. List (Financial Quarters)
Institution An organization with a primary role of performing research.
Institution/ID Type The nominal type of unique ID used for a research-performing organization. List (Org ID Types) Should
Institution/Other ID Type A keyword for a type of organization identifier not covered in a standard classification. Text Should
Institution/ID The unique identifier of a research-performing organization. Text Should
Institution/Name The full name of a research-performing organization. Text Must
Institution/Country The country of a research-performing organization. List (Countries) Must
Institution/Financial Year End Month The month marking the end of the financial year of a research-performing organization. List (Months) Must

Lists/Vocabularies Used

The following agreed vocabularies (or Lists) are used in the above information elements.

List/Vocabulary Values Defintion
Currencies
http://www.xe.com/iso4217.php
Financial Quarters One of the four three-month periods that make up an organization's fiscal year.
Q1
Q2
Q3
Q4
Org ID Types
http://dictionary.casrai.org/Org_ID_Types
Countries
http://www.iso.org/iso/country_codes.htm
Months Months of the year expressed numerically.
01 to 12

Formal Schema

A formal CASRAI XSD schema for this standard information agreement is available here.