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For those conducting virtual research, it is critically important to continue conducting these activities in the safest and most effective manner possible. Below are some general guidelines for face-to-face and virtual research activities.

1. Follow the applicable institutional policies and guidelines along with local, State, and federal directives regarding required safety measures.
2. Anticipate and plan for unintended but possible events, given that human subject research is complex and diverse and that future restrictions are always possible based on public health concerns.
3. Prioritize the physical and emotional health and safety of our campus community, our visitors, and our human research participants.

Guidelines for researchers conducting research virtually

Researchers have latitude how to present information to participants. Reminders can be part of consent discussions, can be included as a reminder in the information letter/consent form, or as a reminder at the beginning of the interview, the goal of the guidance is to remind researchers and participants that virtual settings include additional privacy concerns. Please also see information below for additional tips to maintain security and privacy:

1. The primary platform for conducting research interviews, meetings, etc. in a virtual setting should be ZOOM. The IRB stresses the need for the Principal Investigator to ensure (at least) the following when utilizing Zoom technology and beyond:
   1. Participants are reminded to protect their privacy by completing activities in a private space, to ensure conversations are not overheard;
   2. Participants are encouraged to disable “cookies” and close device browser;
   3. Participants are told how and where Zoom recordings are saved;
   4. Investigators should use Zoom provided by ¾ÅÐãÖ±²¥ (safety features built within), as other platforms may have limitations;
   5. Investigators must share Zoom recordings in a safe, private area/way that only research staff can access.
2. Security Tips for Researchers Using Zoom
   1. When scheduling your meeting
      • Generate a .
      • Require a  and distribute the password to only those who need access.
      • Enable the  feature (available under Meeting Options).  This will allow the host to grant access to those participants who should be part of the meeting/class.
   2. During your meeting:
      • .
      • once all your participants have joined to avoid uninvited guests.
      • Keep control of your screen. Currently this is a default setting for your SU Zoom account, but if you need to allow someone to share their screen, you can do so by .
      • If recording videos, avoid using the Zoom Cloud Recording Storage. Instead use the Local Storage option, which stores the recordings on your own device (i.e., laptop or computer).
   3. More tips here:
3. Maintaining Privacy with Zoom
   • For the Host/Researcher - Go to Zoom Settings section. Under the Telephone subtab: Enable Mask phone number in the participant list. When scheduling a meeting, turn off “video” for participants.
   • For the Participant - When the participant joins a Zoom meeting, they will see a screen “Join a Meeting.” and a box with their name in it. They can change their name in the box before joining a meeting to maintain anonymity.

Guidelines for researchers working with children in a virtual setting

1. Please review all information found in the IRB website section “ Research with Children & Adolescents.”
2. Additional protections for younger children in a virtual research setting are addressed in the Children's Online Privacy Protection Act (COPPA). COPPA includes certain requirements for operators of websites and/or online services in order to protect the privacy and online safety of children under 13 years of age.

Tips for Data Management and Storage

1. SU faculty, staff and students are allowed to store and process FERPA protected materials with the exception of Personal Identifiable Information (PII) in OneDrive/Email/Teams accounts hosted by SU Office 365.
2. It is important not to save Social Security numbers or Financial information such as credit cards/bank account numbers. SU’s Information Technology staff annually certify with Microsoft the security features.
3. Anything other than PII is protected via an audit/security perspective within SU OneDrive/Email/Teams or other Office 365 features
4. It is much more desirable for SU employees and students to use SU services versus other unmanaged cloud services such as personal OneDrive, Google Drives, Dropbox, Box etc.

Updated: August 26, 2022