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Expertise Knowledge Platform Job Aid

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Transcript

Title slide

In this video I'm going to show you how to use the Expertise Knowledge Platform (also known as

EKP) to quickly and objectively identify individuals at CHOP with specific research expertise.

Getting Started

Once you have confirmed your access to Expertise Knowledge Platform through Cirrus, head

over to the EKP Portal and Log-in with your CHOP username and password.

Note you must be on CHOP's VPN to access EKP.

Orient to the EKP portal page

Now you are on EKP's main query page.

Across the top of each page of EKP you'll see a home button to get back to this main query

page, a "log out" button to log out, and a "Report an Issue" button that you can use to access

EKP support, open a Service Now ticket and access 'job aid' information. You can also call the

HELP desk.

EKP pulls and links data from PubMed, NIH Reporter, and the CHOP employee database, with

regular, automated updates to maintain an up-to-date, searchable database.

The EKP database can be queried through two types of searches: Find Experts by Keywords and

Find Works of Specific Experts.

This video will demonstrate how to use the "Find Experts by Keywords" search function.

"Find Experts by Keywords" allows you to find subject matter experts, potential collaborators,

mentors, reviewers, and more -- based on the keywords you search.

How to find expert by keywords

I'll show you how to "Find Experts by Keywords" by running a sample search.

Suppose I want to find all the Assistant Professors at CHOP who studied diabetes in the past

two years.

Create a search query by entering keywords into the Search All Fields box and clicking "ADD."

In this case, I'll type "diabetes" and click "ADD." The AND/OR/NOT dropdowns allow you to build

out your search just like you might in PubMed. You can expand or restrict your search by

stringing terms together.

For this first search I'll only enter one term.

As you build your query you can see what it looks like in the Query Box. You can edit it directly

in the query box if you prefer.

By default, EKP will search for results from the past two years starting from the date of your

search, but you can adjust the date range as needed- as far back as 1985.

For this query I'll set it to just set it to the past two years.

You can clear your query and start over at any time by hitting the "Clear Query" button.

When you click "search," EKP will search for publications in PubMed that contain your query

keywords in the title, abstract, MeSH terms, or keywords, and that have a CHOP-affiliated

author. If you want to modify your query, just click the "back" button or "home" at the top of

the page.

Show initial results :30

In 30 seconds or less, EKP provides a comprehensive, data-driven list of results. I can see

information about potential experts at CHOP – including their name, email address, employee

status (whether they are currently at CHOP or not), and a bit about where they work. I can also

see a bit about number of total publications, and the total number of publications related to

my query.

Now, let's see if these results make sense in the context of my query. When I go to the

publication view tab, I can see what work this list of experts have done related to my query.

I can also see that I have captured some unintended results.

I am interested in diabetes but see papers on prediabetes as well. Therefore, I'm going to

update the query to see if I can further tailor my report.

I can press the "back" button to return to my query and edit it a bit to make it more specific.

Refine search by going back to AND/OR/NOT :30

First, I'll press "clear query," then type in "type 1 diabetes".

Next, I'll use the "add with OR" selection to add "type 2 diabetes" - now we're searching for

either of these two concepts.

I'm also going to add "prediabetes" and press "add with NOT" to exclude prediabetes from

the search.

Explain Results Report

This report looks great. Here is what I see…

We see name, email address, and a bit about the professional background of these people. We

can see publication total, and the number of publications related to my query. I'm going to go

back to "Publication View" tab to see more about the associated papers for this search.

Refine search by using filter

Now that our results are loaded, I can do some filtering within the tool.

When I press this "Filter Table" button, it allows me to filter any of the columns we see here.

For this search, I know that I want Assistant Professors doing work on Diabetes, so I'm going to

use this filter and you can see that the number of people has gotten smaller.

If I want to simplify my view, I can also hide some of the columns I'm not as interested in for

this search.

Offline viewing features

Clicking this button allows you to view and interact with results in Excel or other, similar

applications.

We can download this report as a PDF for CSV for offline reference.

Downloading to CSV also lets you filter the results like I did above.

Show Data Source tab

I can also go to the data source tab to see my query and the data sources used for EKP.

EKP's Expert Finder search utilizes the employee database and PubMed.

If the topic of interest is likely published in journals not indexed by PubMed, you may need to

do additional research beyond EKP may be needed. Future versions of EKP will integrate

additional data sources and functionality, but for now, results are just meant to be a jumping off

point to get you started!

End

I hope you found this helpful... please check out our FAQs on the Research Institute's EKP web

page for more tips and tricks.