Running the UM NSF Survey Report

Overview

This document details the M-Pathways pages used when running the NSF Survey report. If necessary, refer to Run a Report to the Report Manager in M-Pathways page for detailed steps on using Report Manager to produce the report.

Navigation

NavBar > Navigator > Financial Aid > UM FA Merit Aid > UM NSF Survey

NSF Survey Page - Report Prompts

Term, Academic Program, and DeptID must be entered for the report to run.

Screenshot showing the NSF Survey Report page

Letter Field/Button Description
A Term In addition to being run for a specific term, the UM NSF Survey report returns data based on an effective date in M-Pathways that indicates when 60% of the Rackham term is completed. The report should be run on or after that date in early November to ensure it includes up-to-date data.
Note: The report could be run before that date for the Fall term, but it may be inaccurate because the M-Pathways data could change prior to the actual date of 60% completion for the term.
B Include Part-Time Students This checkbox is optional for departments wanting to internally report on the “Sources and Mechanisms” data for part-time students.
Note: NSF requires only full-time students be reported in the "Sources and Mechanisms" portion of the survey.
C Academic Program The report selects graduate students based on their Academic Progrmas. Click Add Row to enter more than one code. If necessary, click Lookup to search for valid values by Department name or Program name. It may be useful to perform a wildcard search by preceding the name with the "%" character. For example, enter %Math in the Program Name field to find all names that include "Math" (e.g., Applied & Interdiscip Math Doc, Mathematics Mas).
D DeptID The report selects Postdoctorals and Non-Faculty Researchers based on their Appointing Department. Click Add Row to enter more than one code.
Note: If a Postdoctoral is appointed by his/her department, choose the specific DeptID of the appointing department. The highest DeptID will not capture Postdoctorals in the report results when they have more specific appointing DeptIDs.

After completing the prompts and clicking Run, the Process Scheduler Request page displays.

Process Scheduler Request

Screenshot of the Process Scheduler Request page

Letter Field/Button Description
A Server Name Select PSUNX.
B Select Check this box to run all the reports that comprise the NSF Survey report at one time.
C Type Select Web.
D Format Select PDF to generate PDF copies of all the reports, as well as CSV (comma separated value) files that capture some individual categories of data.
E OK Click OK to run the report.

Report Manager - Administration Tab

After generating the report, click the Report Manager link on the NSF Survey page to retrieve the reports.

Screenshot of the Report Manager page

Letter Field/Button Description
A Administration Click the Administration tab on the Report Manager page.
B Refresh If necessary, click Refresh until the Status field in the report row reads "Posted".
C Details Click the link to open the Report Details page after the report is posted.

Report Detail page

Screenshot of the Report Details page

Letter Description
A mfa03899...1.PDF: Summary data report used to complete the NSF survey. It consists of the following reports:
  • Part-Time Summary Grid of Race and Ethnicity
  • Full-Time Summary Grid of Race and Ethnicity
  • Summary Grid of Sources and Mechanisms
  • Summary Grid of Post Doctorate and Research Staff
  • Note: Although this report is included, it is a prior version not used for 2010 or beyound. Reports 5A-5D provide the summary counts for Post Doctorate and Research Staff.
  • 5A - Citizenship, ethnicity, and race Postdocs
  • 5B - Largest source of financial support of Postdocs
  • 5C1 - Postdocs by type of doctoral degree and by mechanisim of support
  • 5C2 - Postdocs by origin of doctoral degree
  • 5C3 - Postdocs by origin of doctoral degree
  • 5D - Other doctorate holding nonfaculty researchers by sex and type of degree
B mfa03899...2.PDF: Detailed data report used to construct the summary grids, including
  • Detail List of Race and Ethnicity
  • Detail List of Sources and Mechanisms
  • Detail List of Post Doctorate and Research Staff
    Note: This report includes details that enable validation of the summary reports 5A-5D, although it is not in the same format.
C CSV (comma separated value) files capture each individual categories of summary and detail data, excluding reports 5A-5D.

Note: Each NSF Survey Report file name begins with mfa03899, followed by a process instance number (e.g., 4219552) representing the specific generation of the report.