Transcript General Laboratory Safety Training

CORES Software
User Training
WVU Shared Research Facilities
2014
SRF CORES USER TRAINING - 2015
Overview

CORES




Where To Start






Problem Reports
User Home Page


Overview
Instrument Reservation


Trainings and Training Requests
Tips
User Homepage


CORES Billing Information
Apply To Use Instrument


User Agreement
SRF CORES Training
User Registration


Why is SRF is moving to CORES
What is it??
Terminology
Quick Notes
Reporting Instrument Problems
Rate Changes
Questions
SRF CORES USER TRAINING - 2015
What is CORES

CORES – “CORE Ordering and Reporting Enterprise System”

CORES is a billing and reporting system developed by Vanderbilt University

Office of Research generates invoices at the beginning of each month for previous
month’s orders.
 Invoice process occurs during the first week of the month

PI’s receive email generated links where they can view invoices containing monthly
usage.
 PI’s will have an opportunity to approve or dispute invoices during the first week
of the month and change the association of funding sources..
 Business Administrators can also receive the invoice emails if SRF is informed by
PI. Email BA contact information to Harley Hart at [email protected]

RUSERS
 Reserve core equipment
 Select the funding source for instrument usage
 Request assistance
SRF CORES USER TRAINING - 2015
CORES – WHY THE MOVE?






WVU SRF has been using the CORES system for
invoicing purposes in conjunction with the FOM for one
year.
On January 1, 2015 the FOM will be discontinued and
CORES will be used exclusively by the SRF
SRF is currently only using Order Upload feature in
CORES
CORES is in the process of being linked to the WVU
financial system (MAP) which will allow for paperless
processing of charges related to WVU SRF instruments
Improve accuracy in billing process
Eliminated credit card charges for Internal Transfers (IT’s)
SRF CORES USER TRAINING - 2015
CORES Terminology


CORES

Cleanroom, EMF, MCF, and BNRF

HSC cores and available instruments are visible on the system
Office of Research


CORE Manager/Associate


Individuals who use the facilities and related equipment
Business Administrator


Supervisor and person responsible for the funding source
Resource User (RUSER)


SRF Managers
Principal Investigator (PI)


Responsible for maintenance and oversight of the CORES software.
Individuals responsible for tracking expenses on funding sources
Orders

Charges related to reservations of equipment, facility usage, precious metal usage, dicing
blades, and assistance by SRF managers.
SRF CORES USER TRAINING - 2015
Where To Start – New Users

SRF Website:


http://sharedresearchfacilities.wvu.edu/info/start/
Read and follow the instructions on this page
SRF CORES USER TRAINING - 2015
User Registration

CORES Billing Information Form

Complete the on-line form found at the following link:



This information will be used by SRF staff to create RUSER accounts and associate these accounts with
proper funding sources. Please note multiple funding strings require multiple submissions.
RUSERS will need to contact their PI (Advisor) or Business Administrator for information.


https://wvuresearch.wufoo.com/forms/wvu-srf-cores-billing-information-p15w6zzc0qtvnxv/
Email questions or concerns to Harley Hart: [email protected]
Users will receive a notification email once the CORES account is created.
SRF CORES USER TRAINING - 2015
Apply To Use Instrument - Safety


GENERAL SAFETY TRAINING MUST BE COMPLETED BEFORE ANY TRAINING
REQUEST CAN BE MADE!
READ THE LAB SPECIFIC CHEMICAL HYGIENE PLAN! –
http://sharedresearchfacilities.wvu.edu/info/safety/
Please also note the following:





If you want to use equipment located in the ESB or White Hall CLEANROOMS,
then the CLEANROOM Training must be completed FIRST!
If you want to use equipment located in the BNRF, then the BNRF SAFETY Training
must be completed FIRST!
If you want to use the CRWH – PLD or MCF – Raman, then the user MUST pass
the Laser Safety Training!
If you want to be trained on any of the XRD tools, then the user must first pass the
X-Ray Radiation Safety course from the WVU Radiation Safety Office!
If you want to use the MCF – Rigaku XRD – WH, then a Radiation Badge
Application needs to be submitted to 409 of White Hall!
SRF CORES USER TRAINING - 2015
Apply To Use Instrument – Training Request

To request training on an SRF Instrument users must do the following
 Email appropriate SRF staff manager
 Email Subject:
 SRF Training (Name of Instrument)
 Email Body:
 Process details (i.e. - material to be characterized or deposited)
 Availability

Once the SRF Manager receives the training request, the user will be contacted with training
schedule information using a calendar appointment.

Be advised that most equipment requires multiple training sessions before a user will
authorized to use the instrument.

NOTE:This procedure is subject to change as modifications to the CORES system are made.
SRF CORES USER TRAINING - 2015
Apply To Use Instrument - TIPS

Provide as much information as possible about what you want to use the
instruments to do. This allows SRF staff to tailor instruction to your needs.

Don’t ask for training too far in advance. You learn how to use the
instruments by working on them. If more than 90 days has elapsed
between your initial training and your requested use, the Facility Manager
may require that you undergo re-training and additional charges may apply.

Don't learn too many instruments at one time. Focus on getting
comfortable with a smaller set of instruments, then expand.

Practice! Practice! Practice! If you do not have samples to practice on, SRF
staff may be able to allow you to run calibration samples for the equipment.
SRF CORES USER TRAINING - 2015
CORES

Enter the WVU CORES website by going to the following
link and entering you WVU MYID credentials


https://cores-wvu.mis.vanderbilt.edu
User homepage:
If you are unable to enter the website, please contact Harley Hart at [email protected] to
verify that your account has been created.
SRF CORES USER TRAINING - 2015
User Home Page




Reserve core device
Edit email preferences
Reports menu
Search for services
SRF CORES USER TRAINING - 2015
Reserve Core Device 1/2



Select Entry  Reserve Core Device
Select Core – i.e. SRF Cleanrooms
Select the instrument(s) the user would like to reserve and then select “View
Calendar”

If you cannot view the instrument, contact SRF staff to verify that you are an authorized user
SRF CORES USER TRAINING - 2015
Reserve Core Device 2/2

On the Calendar page, select the time you would like to begin using the tool


If you cannot select a time, contact Harley Hart at [email protected] to verify that you have a current
funding string.
Select the following on the Resource Scheduler page:


Category: Select “Equipment Usage”
Add line items
 Assistance: Manager’s Assistance


Cleanroom Daily Fee







Must be selected when using any of the SRF Cleanroom instruments. If the user is an ESB monthly user,
then only add this item to the reservation when using the cleanroom for the first time.
Precious Meta Feel:


Please allow 3 business days notice, if possible, for assistance to prevent scheduling
conflicts.
For users who are depositing gold or platinum on cleanroom instruments.
PI (Advisor)
Funding String: Select the appropriate funding source for the usage of the instrument
Start Time
End Time
Repeat – not advised
Comments

Process comments such as process number, materials characterized, materials characterized or etched, tool
issue that resulted in the tool not being able to be used.
SRF CORES USER TRAINING - 2015
Logon/Logoff



Check email prior to using any instrument.
Currently, users are not required to logon of logoff.
Usage will be billed by reserved time.


Users are only required to reserve the instrument.



This will change once the installation of kiosks and card readers is
complete. SRF is working with CORES software team to make this
happen as quickly as possible.
Reservations can only be cancelled or changed 24 hours prior to the
reservation start time.
SRF Cleanroom instruments will be billed at a zero charge, but
reservations must be made to track usage.
Current procedures are subject to change once kiosks
are installed.
SRF CORES USER TRAINING - 2015
User Maintenance Menu

Update Email Preferences:




Email with Vcal
Standard Email
No Email
If user information changes, such as phone number or email, user must send email to Harley
Hart at [email protected] so that the information can be updated.
SRF CORES USER TRAINING - 2015
Reports Menu

Query


Search for a reservation
Resource Reservation

Reservation Calendar Report to view monthly reservations
for current or previous months
SRF CORES USER TRAINING - 2015
Search For Services

Search for services


Resources available through CORES
Resource Contact Information
SRF CORES USER TRAINING - 2015
Report Instrument Problem

Contact appropriate SRF Manager


Contact by phone and email
Email Subject enter the following:

PROBLEM REPORT: (Name of Instrument)


i.e. - PROBLEM REPORT: CRESB – Sputter Station
Email Body enter the following:




Process being conducted
Observed issue
Corrective actions taken, if any
Status of equipment
SRF CORES USER TRAINING - 2015
Rate Change Update - Effective February 1, 2015

ESB Cleanroom Daily Fee


Cleanroom Monthly Fee


If the user is a monthly user, this only needs to be selected during
the first instrument reservation.
Precious Metal Fee


Users must add this line item when using SRF cleanroom equipment.
Additional line item needs to be selected when depositing or
evaporating gold or platinum in SRF Cleanroom Equipment.
SRF Manager Assistance

This line item will be added by SRF managers after the assistance is
complete.
SRF CORES USER TRAINING - 2015
Questions
Please direct questions to
Harley Hart:
[email protected]
SRF CORES USER TRAINING - 2015