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Research Projects

Research Projects

The Research Projects Details Page in T4 is the public-facing view of a single research project. Everything shown on this page is driven by data entered in Beatrix.

  • Introduces the project and its goals

  • Highlights collaborators and opportunities to engage

  • Surfaces outcomes, funding, and related activity

  • Connects visitors to related projects and news

This overview walks through the major sections of the page and what they’re used for. It does not provide step-by-step instructions for Beatrix; those will be documented separately for each section.

Research projects data that is added to Beatrix automatically is derived from grants data available from NIH Reporter. Research projects funded by sources aside from NIH can be entered manually.

Descriptive text will be AI-generated based on data available, so please review to ensure accuracy.

1. Research Projects Basic Information

There is a wealth of information you can enter about a research project into Beatrix for display on the web, but the primary information that should be added and/or verified for each project is:

  • Project title – The main title for the project

    • Imported from NIH: project title is the same as the title of the grant funding the project, but can be customized

  • Status - “Active” by default, should be set to “Inactive” for past projects.

  • Dates - the start and end dates for the project. If the project is ongoing, leave End Date blank.

    • Imported from NIH: project start date will be set to the start date for the grant.

  • Summary - a brief explanation of the project, max 500 characters.

    • Imported from NIH: A summary will automatically be generated based on the project Abstract.

  • Type - the type of research being performed. This value must be manually selected, and you can select multiple if applicable. The available options are:

    • Basic Science

    • Clinical

    • Computational

    • Epidemiological

    • Translational

  • Parent organization – Select the parent organization(s) for the project, you can select multiple organizations if appropriate (for example a Lab and a Department).

    • Imported from NIH: the sponsoring department or center should be tagged automatically, but additional organizations like Sections or Labs must be manually selected, if needed.

  • Principal investigators and collaborators – PIs and other collaborators can be added, which will also associate the project with their individual profiles. See “Collaborators” section below for more info.

    • Imported from NIH: PIs and some other collaborators will be imported automatically, but please review the list to ensure all collaborators are present.

  • Description - an overview of the project. This section is highlight customizable, and can be as simple as single section of text giving an overview of the project, or several sections of text interspersed with media, tables, and supporting information. See “Description” section below for more info.

    • Imported from NIH: a Summary will be generated based on the “Abstract” and “Public Health Impact” text, if available. Please review for accuracy.

  • Themes and Techniques - Themes and Techniques are embedded in the description section, and are tags based on MeSH keywords which power the research projects search and determine what other content (news, other research projects, etc.) are related to a given project.

    • Imported from NIH: Themes and Techniques will be tagged automatically based on AI evaluation of the Abstract and Public Health Impact text, please review and edit if necessary.

2. Description

Within the description area, editors can add one or more content blocks:

  • Text – Rich text sections with a heading and body (supports standard formatting and links). At least one section of text is required for the Description.

    • Imported from NIH: an “Overview” text section will be automatically generated by default.

    • Manually Created: if a project is manually created, the following default sections will be created: Overview, Methods, and Results. These sections can be modified or removed if needed.

  • Themes – A required section listing the project’s themes/tags. Each theme links to a filtered projects search.

  • Techniques – Similar to Themes, but optional; only shown if techniques are selected.

  • Table – A table of data (for example, measures, cohorts, timelines).

  • Individual Media – A single media item (image, video, or audio).

  • Media Gallery – A set of images and/or videos displayed together.

  • CTA (Call to Action) – Prominent links to relevant related content. CTAs can use special YM or GitHub icons when configured.

3. Collaborators

The Collaborators section highlights the people involved in the project, with particular emphasis on project leadership. It may also help communicate whether the project is open to additional collaboration.

For each collaborator:

  • Select the person’s profile from the system. The person must have an existing Yale profile.

  • Assign the person’s role in the project, such as Principal Investigator, Co-Investigator, or Research Coordinator.

  • Define the display order so that the Principal Investigator appears first, followed by Co-Investigators, and then other team members.

4. Outcomes

The Outcomes section showcases what has come out of the project—scholarly work, educational outputs, and related activities. Not every project will use every outcome type, but the page supports multiple outcome types appearing together.

Possible outcome types

  • Publications – Linked publications using the standard YSM publication layout, with links to full text or a publication details page when available. A collaborator filter can be used to limit results to specific project collaborators.

  • Presentations & Posters – Talks, posters, and similar outputs, using the same layout as presentations on people profiles.

  • Awards – Project-related awards, using the people profiles layout.

  • Courses – Courses associated with the project, displayed in the same way as on people profiles.

  • Patents – Patents connected to the project.

  • Clinical trials – Linked clinical trials, matching the layout used on people profiles.

  • Manual entries – Free-form outcome entries where you provide a short description and one or more CTAs (for example, to a dataset, tool, or external site).

  • Clinical programs – Outcomes that specifically link to YM clinical programs, always with a CTA that points to the relevant program page.

When This Section Appears

  • Each outcome type is grouped under its own heading.

  • Within each type, entries are listed with a title (required), optional description, and optional links.

  • If there are no entries for a given outcome type, that outcome type does not appear on the website.

  • If no outcomes are provided at all, the entire Outcomes section is hidden on the website.

5. Join Our Team

This section surfaces opportunities to work or volunteer on the project. If your project has open positions, fill out this section so that prospective researchers can find your project in search.

Two types of opportunities

  • Paid positions – For roles such as residents, fellows, or post-docs.

  • Volunteer opportunities – For roles such as undergraduates, post-baccs, doctoral students, medical students, or post-graduates.

For each opportunity, the editor can configure the following:

  • Expiry Date: To ensure stale information does not appear in search, an expiry date for collaborator positions must be entered. The expiry date can be set to a maximum of 6 months from the current date.

    • You can extend the time that open positions will appear on the website at any time by updating the Expiry Date for the position. Updating the Expiry Date value will update the “Posted Date” that prospective applicants will see when viewing the research project on the web to the current date.

  • Description: Write a short, clear description of the role. Include what the person will do, any expectations, and what they may gain from the experience.

  • Desired Candidates: Select the desired candidates for the role. At least one candidate should be selected.

  • Contact Buttons: You must include at least one method for prospective collaborators to get in touch with the project team, which can be:

    • Email

    • Phone

    • External link

When This Section Appears

  • Paid Positions and Volunteer Opportunities each only appear if they are toggled on in Beatrix and have required data.

  • If no opportunities are configured, the Join Our Team section does not appear.

6. Funding

The Funding section provides information about how the project is supported.

Components

  • Grants – A list of linked grants, each typically showing:

    • Funding organization

    • Award or grant number

    • Award title

    • Date range (start date is required; end date is optional)

  • Funding sources – Narrative text blocks describing funders or funding context.

  • Funding CTAs (optional) – Call-to-action blocks associated with funding (for example, “Support this research”), with a title, description, and button.

When This Section Appears

  • If no funding data is provided, the entire Funding section is hidden.

  • If funding data fails to load, a message explains that funding information is currently unavailable.

7. Participate

The Participate section is intended for recruiting study participants.

What appears here

  • Recruiting indicator – The section only displays if the project is marked as “Recruiting Participants” in Beatrix.

  • Recruitment description – IRB-approved recruitment text, presented as rich text.

  • Eligibility tags – Short tags indicating who is eligible to participate.

  • Contact options – One or more buttons, usually an email address and/or a website link for more information.

When This Section Appears

  • If recruiting is not enabled, the section is hidden.

  • If participation data fails to load, a standard error message is shown.

8. Related Research Projects, Publication Summaries, and News

This section highlights news and media coverage related to the project.

What appears here

  • A list of selected news items, press releases, or stories, selected via Beatrix.

  • Each news item uses the standard T5 News layout and links to the full article.

When This Section Appears

  • If there are no related items selected, these sections are hidden.