iSearch 2.7 Portfolios vs iCode projects (ported/migrated)

To assist users in the final transition, we will port/migrate any remaining portfolios/projects from iSearch 2.7 and the RFI tool to iCode. Additionally, managers or super curators of current portfolios can choose to migrate portfolios/projects during the transition period from September to November. Below are a list of notes and differences in the portfolios/projects to keep in mind when reviewing the projects in iCode:

• Viewable fields
  • For iSearch portfolios, as a general note, only major table fields will be viewable by default in the new projects. If you wish to see additional data in the iCode project, you can go to Manage Content to make sure these are included in the project and change this. Additionally, you can look up that system ID in iSearch 3.0 to see more information. Viewable fields can later be edited using Modify view.
• Record differences
  • Number of records may vary because stale (previously deleted) records in iSearch/QVR will not be in the new iCode project
  • Masked (hidden) records will not be retained in iCode projects
  • iSearch 3.0 does not contain the global grants database, so these will not be recorded in ported projects
  • iSearch 3.0 does not contain L (loan repayment) grants, so records with these mechanisms will not be retained in the iCode project
• Portfolio creation and automatic updates
  • Static portfolios will be ported/copied based on the portfolio contents, not the search query used to make the portfolio
    • IDs will be copied to the ported portfolio, and corresponding fields/metrics will have the ported date's updated values, i.e. for RCR, that PMID will have the ported date's RCR, which will stay the same from that day on in the project. If you wish for the metrics to update in the project, you can check the dynamic feature in the ported project. (The same goes for newly created projects - you can make a project in iCode based on IDs, and check the dynamic feature to allow the other fields corresponding to these records to update like in iSearch 2.7.)
  • Dynamic portfolios will be ported/copied based on the search query used to make the portfolio, thereby possibly capturing more records than when the portfolio was last reviewed in iSearch 
    • The search or query used to make the portfolio is still planned to be available in some form; this is a planned future feature. If you have issues or questions, please contact us and we can assist. See expected differences in redirected searches in the FAQ.
• Data/Field settings
  • We have attempted to make the field settings optimal, however, you may need to go to Manage Content and make adjustments. For example, Appl ID will be set as a number, which is accurate and beneficial to exports in Excel, however, if you intend to use Search Assist in iCode, this will show as a range. To best use Search Assist, you will likely want to change this field format to short text to select different Appl IDs in this feature.
  • For ported RFI portfolios, the ID field will always be Document ID. This means that the ported portfolio will have the ID contained in a Document ID field, despite any other ID fields that may be in the project.
• Vocabularies
  • These have been retained, however, the flow to use a previously created vocabulary is different than previous portfolios. In addition, because vocabularies are per project in iCode, you may see multiple instances of the same reused vocabulary from ported projects. You will be able to see the Project each vocab was/is a part of and use the filter in the Name column to assist you. Learn more about setting up vocabs here.
• Highlighting 
  • This has also been retained, however, we have a limited number of colors that we allow now, whereas before, unlimited choices were available using the wheel. Highlighted colors have been matched to the best of our ability; sometimes a duplicate color is selected. If the closest match could not be found, the default is yellow.

For additional understanding of differences in previous versions of iSearch, visit the FAQ in the iSearch 3.0 user guide.

For RFI portfolios, you should still see all of the information that was uploaded originally for that portfolio. If there is an issue, please contact us at NIH-OPA_Support@nih.gov or using the Feedback button in the tool.

For general iCode background, there are a few tutorials and articles available:

• Tutorial on the workflow of iCode
• Additional tutorials, namely those related to coding
• You can also utilize the search function in the user guide to find help content on what you need assistance with