LEO Foundation Guide to Researchfish®

To report in Researchfish® you need to fill out a number of common sections – collectively termed “the question set”. All funders using the Researchfish® reporting system have agreed on this question set. In addition, you may be requested to answer a few funder-specific sections as well. Below is a generic guide to the question set, also used by other funders, to aid you in completing your reporting requirements. At the end of the document a short list of relevant links is also provided.

Please note, that the LEO Foundation asks you to avoid adding person-identifiable information under any category except if this information is already publicly available – and then only when needed.

1. Publications

Use this section to record any publications you think should be attributed to any grant in your “My Awards” panel. Please note the following:

• It is important that you attribute published and accepted publications only to the grant(s) from which they have arisen
• You can also use this section to record details of any other publications for your personal use (for example to add to your CV), even if you do not feel they can be attributed to a grant in your “My Awards” panel.

2. Collaborations and partnerships

You can record any details about collaborations and partnerships in this section, for your personal use (for example to add to your CV) and to report to your funder. Funding organizations have provided the following guidance for outputs you attribute to grants.

Tell us about:

• bilateral or multilateral partnerships resulting from or directly linked to this grant
• a member of the research team or group entering into an agreement to participate in a network, consortium, multicentre study or other initiative
• changes in the status of collaborations previously reported (sush as collaborations that are no longer active)

Do NOT tell us about:

• collaboration or partnerships at an early stage of discussion with no tangible output so far
• the details of collaboration or partnership that are restricted by contractual confidentiality
• details of funding that have been obtained through a successful application; report this in the further funding section

3. Further funding

You can record details about further funding you have obtained in this section for your personal use and as to report to your funder. Note that funding organizations have provided the following guidance for outputs you attribute to grants.

Tell us about:

• funding grants received as an outcome of this research project
• scholarships, studentships and fellowships
• travel grants

Do NOT tell us about:

• financial contributions already entered into the collaborations and partnerships section
• financial contributions from collaborating partners or sub-contracts (enter this in the collaborations and partnerships section)

4. Next destination

It is important for funders and other stakeholders to understand more about how their strategies and activities are developing capacity and contributing to the workforce as a whole. This section therefor captures information on the general movement of individuals once the funding being reported on has ended (or sooner if any team members leave before then). Please note that this includes the grant recipient or principal investigator of the funding being reported on.

For grants that are still active, tell us about:

• any individuals who have left your team, if their salaries and/or research were wholly or partly funded by a grant being reported on

For grants that have ended, tell us about:

• all individuals supported from the funding being reported on, including the principal investigator, any students, research assistants and others (the principal investigator should choose “research project leader” as their role when they were supported by the funding)

In every case, tell us as far as possible about each individual’s next established destination rather than very short temporary positions or periods of unemployment between roles.

Do NOT tell us about:

• secondments (some funders may use an additional question to ask you about these separately.

5. Engagement activities

You can record any details of activities that have engaged audiences in this section. Note that funding organizations have provided the following guidance for outputs you attribute to grants.

Tell us about:

• activities supported or undertaken by you or a member of your research group or team
• activities that relate specifically to funding from a grant listed under “My Awards”
• recurring activities (but only report them once)

Do NOT tell us about:

• activities that were based on science or research in general •
• activities not specifically related to the research funding you are reporting on

6. Influence on policy, practice, patients and the public

You can record details about your influence on policy in this section. Note that funding organizations have provided the following guidance for outputs you attribute to grants.

In this section, your funders would like to capture details of any significant impact on policy or practice realised as a result of your research. Research that has influenced policy areas that affect health, society and the economy, such as housing, transport and schools should also be reported here.

Tell us about:

• policy and practice influenced at the local, regional, national or international level: influence on all policy or practice areas that affect society and the economy
• influences on systematic reviews, guidelines and policy documents (such as shaping recommendations)
• training and educational developments (including courses and course material)
• membership of and participation in advisory committees and/or government reviews

Do NOT tell us about:

• training developments for undergraduate courses

7a. Research tools and methods

You can record the details of any new research materials, methods or tools arising from your research in this section for your personal use (for example, for adding to your CV) as well as to report to your funder. Note that funding organizations have provided the following guidance for outputs you attribute to grants.

This section captures information on new research materials that were developed as part of your funded research and are making a significant difference to your research, or to the research of others. This section is not intended to list the details of materials that could be generated in any well-equipped laboratory or research environment but the materials that make new lines of enquiry possible.

Tell us about:

• research tools or methods (including transgenic animal models) that have arisen directly from work funded by grants listed under “My Awards”, and that have supported new lines of enquiryinclude any novel advances in methods that could realistically influence the 3Rs (replacement, reduction and refinement: see www.nc3rs.org.uk/the-3Rs): in vitro methods or advances in experimental design that can reduce the number of animals used or non-invasive or improved techniques that can minimise the pain or distress of animals

Do NOT tell us about:

• research materials not generated by your group or team as a direct result of this grant or obtained from other sources, including collaborators

7b. Research databases and models

You can record details of any new research databases or models arising from your research in this section for your personal use (for example, for adding to your CV) as well as to report to your funder. Note that funding organizations have provided the following guidance for outputs you attribute to grants/awards.

This section captures information on new databases, datasets or models that were developed as part of your funded research and are making a significant difference to your research or to the research or work of others.

Tell us about:

• databases, datasets and collections produced as part of your work • novel data analysis methods or techniques that your work has significantly influenced
• data handling and control systems that have applications outside of the original research field or technology (such as data matching, monitoring, modelling and grid infrastructure)
• any novel advances in methods that could realistically impact on the 3Rs (replacement, reduction and refinement: see www.nc3rs.org.uk/the-3Rs), such as computer modelling techniques that can replace animals where they otherwise would have been used and improved statistical methods;

Do NOT tell us about:

• research materials not generated by your group or team as a direct result of this grant or obtained from other sources, including collaborators.

8. Intellectual property and licensing

You can record details of intellectual property that has arisen from your research in this section for your personal use (for example, for adding to your CV) as well as to report to your funder. Note that funding organizations have provided the following guidance for outputs you attribute to grants.

You may have reported details of outputs in other sections for which details of intellectual property protection should be recorded here. However, consult your local technology transfer experts if you are unsure whether any details can be disclosed publicly.

Tell us about:

• patents that have been published, granted or allowed to lapse
• discoveries that have been licensed to others
• changes to the status of intellectual property previously reported

Do NOT tell us about:

• patents filed but not yet published
• spin-out companies (report these in the spin-outs section)
• any details of discoveries that should remain confidential

9a. Medical products, inventions and clinical trials

You can record details about medical products and interventions developed or being developed in this section and also information on clinical trials for your personal use (for example, for adding to your CV) as well as to report to your funder. Note that funding organizations have provided the following guidance for outputs you attribute to grants. If you need help in selecting the appropriate types or stages of product development, see the guidance sheets accessible here and here.

Tell us about:

• drugs and vaccines
• diagnostic tests, biomarkers and diagnostic imaging techniques
• medical devices
• surgical interventions
• public health interventions
• any other products that are or are likely to be marketed or distributed to a wider audience
• clinical trials
• changes to the status of products and interventions previously reported

Do NOT tell us about:

• products or interventions that have not been made public or cannot be disclosed before intellectual property is protected

9b. Artistic and creative products

You can record details about artistic and creative products in this section, for your personal use (for example, for adding to your CV) as well as to report to your funder. Note that funding organizations have provided the following guidance for outputs you attribute to grants.

Tell us about:

• artefacts (including digital)

• artworks

• audio recordings

• compositions and scores;creative writing, performances and films

• exhibitions

Do NOT tell us about:

• books, software or websites (report these in other sections as appropriate)

9c. Software and technical products

You can record details about software and technical products in this section for your personal use (for example, for adding to your CV) as well as to report to your funder. Note that funding organisations have provided the following guidance for outputs you attribute to grants.

It is important to only disclose the details of software and technical products developed that have been made public and are fully protected or that require no such protection. If you are uncertain, please contact the appropriate department in your unit or institute for further guidance. Technologies that have been developed and that are new protected intellectual property should also be reported in the intellectual property section.

Tell us about:

• details of any technologies that have been developed either for the first time or to a significant new stage
• advances that have made new lines of enquiry possible or have significantly accelerated research progress
• software and technical products that are fully protected and/or public

Do NOT tell us about:

• details about software or technical products that should remain confidential

10. Spin-outs

Use this section to record any link between your research and the establishment, development or growth of new private sector organisations, including for-profit and not-for-profit organizations.

Important: an outcome should only be attributed to the grant or grants thatgave rise to it.

Tell us about:

• new private-sector organizations (whether fo- profit or not-for-profit) established in part as a result of your research (such as spin outs, start-ups or private-sector social enterprises)
• new or recently formed private-sector organizations (whether for-profit or not-for-profit) in which your research has contributed significantly to the organization’s development or growth (such as significant shifts in strategy or business model or impact on turnover)
• changes in the status of private-sector organizations previously reported (for example if they have expanded, merged, been acquired or dissolved)

Do NOT tell us about:

• details restricted under contractual confidentiality; if you are not the sole owner of the company, you may contact your local administration for guidance on what information is confidential and should not be provided
• interactions with established private-sector organizations not covered by the guidance above (report these within the collaborations and partnerships section)
• new charitable, community or voluntary organizations established as a result of your research (report these in the other outputs and knowledge section

You can also use this section to record the details of any other new private-sector organizations for your personal use (for example, to add to your CV), even if you do not feel they can be attributed to an grant in your “My Awards” panel.

11. Awards and recognition

You can record details of any awards or other types of recognition received by you or members of your research group or team in this section, for your personal use (for example, for adding to your CV) as well as to report to your funder. Note that funding organizations have provided the following guidance for outputs you attribute to grants.

Enter details of any significant award made to you, or members of your team, in recognition of your funded research. Only record information on regional, national, European or global awards. Do not include personal pay awards or promotions here or institution-specific awards.

Tell us about:

• significant awards, honours, appointments or other forms of recognition
• awards or appointments made at a regional level or above
• invitations to conferences at which you or a member of your team were individually named as a speaker or keynote speaker
• research prizes or medals awarded to you or a member of your team
• membership or fellowship of a learned society
• appointments to the editorial board of a journal or book series

Do NOT tell us about:

• invitations to conferences that were not made to individually named people
• awards or appointments made below the regional level (such as within your university)
• career progression (e.g. promotion)

12. Other outputs and knowledge and future steps

You can record any outputs from your research in this section for your personal use (for example, for adding to your CV) as well as to report to your funder. Note that funding organizations have provided the following guidance for outputs you attribute to grants.

You may include information in this section that you think is important to feed back to your funders about your research or how other have applied this that you cannot include in other sections.

Do not tell us about anything you have already reported in other sections or that is not specific to the grant on which you are reporting.

13. Use of facilities and resources

You can record details of your use of facilities in this section for your personal use (for example, for adding to your CV) as well as to report to your funder. Note that funding organizations have provided the following guidance for outputs you attribute to grants.

Your funders are interested in details of any shared facility or service or national or international research resource used to realize the outputs you are reporting on for your grants. The types of resource include tissue and DNA banks, patient cohorts and facilities such as high-throughput sequencing hubs or proteomics services, biobanks etc.

Tell us about:

• details on the use of national or international services, facilities and centres
• the use of tissue or data, since funders promote the sharing of resources

Do NOT tell us about:

• research collaborations and partnerships (report these in the collaborations and partnerships section)
• research materials that you have shared with others (report these in the appropriate sections)

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