Keeping Research Classification in Perspective

What has changed?

How is the classification used?

What exactly do we do and how?

What if the options available are not adequate to describe a project?

Why do we have to reclassify?

Since the original research classification system was designed over 30 years ago, the universe of scientific research has expanded to the point where the CRIS options for classifying research projects require updating. One of the priorities of this revision was to simplify the system as well as cover the intricate range of research topics.

A final draft of a new classification system was proposed by the CRIS Enhancement Committee in May 1998 and is now being implemented. All new projects submitted on or after February, 1999 are already being classified using the new system.

It is now necessary to convert all pre-existing projects in the CRIS database to the new classfication system. Unfortunately, there is no fully automated way to convert the old to the new; it requires a human mind to review and adjust each description. There are over 20,000 active and recently complete projects described in the CRIS database, so the only reasonable way to get this done is to ask each institution to do its part.

What has changed?

The old Activity and Special categories have been eliminated by folding these aspects into the new Research Problem Areas (RPA). For that reason, it is important to read the full text description of the RPA -- the title alone may not be enough to determine the appropriateness of the new RPA.

Old Commodities and Subcommodities have been combined into one list called Subject of Investigation. However, to some extent, old commodity categories are addressed in the new RPAs, so again, read the full text description of the RPA by clicking on its title.

How is the classification used?

The classification of each project is used to aid in retrieval and to determine the proportion of funding that is applied to each category you select. In other words, if you select apples, blueberries and peaches (3 subjects of investigation), and the % on each line of the classification table is 40, 35, 25 respectively, funding reports that are prepared for legislators and research administrators will include in the total for research on apples, 40% of that project's funding, 35% of the project's funding for blueberry research, and 25% of the project's funding for peach research.

What exactly do we do and how?

The task is only to reclassify active and very recently terminated projects from the old to the new system. It is not an opportunity to revise the project's focus or intent. If the project's focus or intent has changed since it was first classified, then you should be submitting a project revision so that the objectives, approach, and keywords as well as the classification accurately reflect the project's activity.

For most projects, you will find the crosswalk attempt very helpful. For many projects, a close translation can be made using the crosswalk tables so that only a short list of new options will be displayed using the Try Crosswalk button. More complicated multi-line classifications and topics that were not well-addressed in the old classification system will display a much longer list of options. You should select ONLY the best items to describe the project. The more items you select, the more you diminish the importance of each item.

If the crosswalk attempt does not provide choices that describe the research appropriately, you can ignore the crosswalk entirely and start with a clean slate using the Classification Assistance option. If you find that only some of the crosswalk options are applicable, you can proceed through the crosswalk checking only the items that most closely describe the research. Enter percentages on only those combinations you want to save and use the buttons provided to return to the classification form. Then you can select the Classification Assistance button which will display all possible options, while the items you selected previously will appear checked.

Reclassifying projects using the CRIS Web forms by individuals other than the administrative site contact is outlined in the Reclassification Instructions. These instructions can be distributed to Principal Investigators or Department Administrators at your site. The site contact should review the Administrative Management of Project Reclassifications. Help links are also available for each page with further explanation of each function available in a tutorial page.

What if the options available are not adequate to describe a project?

The following was submitted by members of the CRIS Enhancement Classification/Taxonomy Task Group:

Before creating a new CRIS classification code for RPA, Subject, or Field of Science, the following criteria should be met:

  1. The research cannot be described by one or more current CRIS classifications.

  2. The research represents information that is regularly or frequently requested by research administrators, policymakers, or budget officers at the regional or national level.

  3. The research cannot be managed as a budgetary sub-file, with analysis by a science specialist, due to missing information cells in the current CRIS research classifications.
This requirement should help reduce the proliferation of new classification codes by ensuring that a real need exists to create a new classification. Contact the CRIS office if you have suggestions for additional classification codes.

Additional information:

CRIS classifiers should be cautioned to enter logical combinations of RPA, Subject, and Field of Science codes, since the new classification system does not impose restrictions on classification combinations as in the previous CRIS classification.

CRIS classifiers should be advised that all components of every project will not, and need not, be uniquely classified, given the ability of users to conduct text searches or to use combinations of classification codes to find projects in more specific research categories. This should help reduce the confusion that some classifiers felt in the past when trying to find codes to describe specific nuances of their research projects.