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Research Training and Workshops

In addition to pre-award and post award research administration, the Office of Research Services (ORS) provides in-person, online, and recorded training events for faculty and staff. The goal of these training opportunities is to provide information, examples, and other resources to assist researchers in developing more competitive proposals and grow the OU research enterprise.

Upcoming & Pre-recorded Training Events

The upcoming and pre-recorded training events listed below are sponsored by the Office of Research Services, often in collaboration with other OU offices and external organizations. Use the links within each event description to access more information, play pre-recorded videos, or register for training sessions.

The ORCID (Open Researcher and Contributor Identification) is a non-profit organization that promotes the use of its unique digital identifier to connect researchers with their science contributions over time and across changes of name, location and institutional affiliation. ORCID benefits researchers by providing a lifelong identifier that automatically links them to their past and recent papers, avoids the confusion caused by similar last names, enhances the discoverability of their papers and simplifies creating biosketches for grant applications (as evidenced in SciENcv).

The OU Libraries (UL) supports ORCID, and as a member of the Greater Western Library Association, they are part of a consortium that has registered OU as an institutional member. This allows OU researchers to use their OU 4+4 credentials for logging into the ORCID portal. They provide a step-by-step tutorial ( that will walk researchers through the registration process. 

The UL also hosts, as a part of DAVIS (Data Analytics Visualization Informatics Syndicate), open office hours where researchers can get help on ORCID. No appointment is needed for these sessions: Thursdays (1:00 – 3:00pm) and Fridays (10:00 am – 12:00pm). 

If there are any questions regarding ORCID, Mark Laufersweiler is the OU ORCID representative and can be contacted at

The PET-RCR training is a two-day training that is open for all students and other researchers. It is open to all graduate students, but only required for students (and postdocs) appointed to grants from the National Science Foundation and other sponsors with a similar RCR requirement.

During the workshop, trainees learn about:

  • Professional, institutional, and government guidelines
  • Common constraints that they may encounter while conducting research that can prevent them from making ethical choices
  • Strategies that can assist them in ethical decision making
  • A general model for ethical decision making
  • A sensemaking approach for assimilating components of an ethical problem.

Training Dates

Fall Semester

Spring Semester

August 7-8 

January 31 - February 1

August 14-15

March 6-7

October 4-5

May 11-12

November 15-16


Registration & Cancellation Policies

  • The training sessions are two consecutive days, from 8:30 a.m. to 4:30-5:00 p.m. each day.
  • If a date is not listed in the drop-down menu of the registration form linked below, the session is already full.
  • Dates are tentative and subject to change. 
  • If the session is full and you need to complete the training in the current semester, email Cindy Clark at to request a place on the waiting list. Note in the email your preferred session date along with your name and student ID number.  
  • Students must contact the Office of Research Services at least three full working days before the start of the first day’s training in order to cancel registration.

Register For Training

Want to know more about the PET-RCR training?

Contact Cindy Clark at with any questions concerning PET-RCR training requirements.

Locating and securing research funding is becoming increasingly competitive, as funding opportunities are limited and the number of researchers vying for those dollars continues to grow. Pivot™ answers the growing demands on research developers to quickly discover the right funding opportunities and effectively collaborate with their colleagues. It is intuitive and easy to use and, as an OU employee, you should have access to Pivot. Below are short tutorials focused on specific topics.

Creating your Pivot Account (2 minutes)

Search for Funding: Advanced Search (6 minutes)

According to the federal requirements, all investigators at OU funded through the Public Health Service of the U.S. Department of Health and Human Services (PHS-funded) must complete the online FCOI training. Successful completion of the training is required prior to the expenditure of funds on any newly-funded projects, including noncompeting continuation awards. This applies to all PHS-sponsored research projects as of August 24, 2012. Training must be completed at least every four years. Current PHS awards are not subject to these new requirements until the noncompeting continuation is awarded.

For a list of PHS organizations and additional FCOI information, go to or contact Kade Poulson at

To complete the CITI conflict of interest training module, register here.

Prior Training Events (Recorded)

You can use the links within each description below to access a recording of the in-person session or webinar. For reference and convenience, we have also provided the presentation slides and contact information for each speaker.

Have questions about submitting an NSF proposal?

  • What are the basic components of an NSF proposal?
  • Have there been updates to the general guidelines?
  • What is NSF FastLane, and how do I use it? What is
  • How can I avoid the most frequent problems?

The National Council of University Research Administrators (NCURA) facilitated a webinar featuring Cynthia Hope, Assistant Vice President for Research and Director of Sponsored Programs at the University of Alabama, and Ken Lish, Acting Director, Contract Grant Audits at the NSF Office of Inspector General. This session included a description of 2019 OIG audit plans, best practices for minimizing audit burden, information related to how auditees are selected, changes to the audit process, and case studies describing common audit findings. You can view the video and download the session slides below.

Presentation (90 minutes)

This workshop focuses on the process of developing budgets for external proposals. The speaker, Fran Stephens, Director of Pre-Award Services in the Office of Research Services, leads a discussion about determining direct and indirect costs, interpreting spending guidelines, understanding cost share, and using ORS budget templates. Click on the “Presentation Slides” button to download the session slides.

Presentation (90 minutes)

Presented by Fran Stephens (