PIVOT. Pivot: Represents over 40,000 private, federal, and international funding opportunities Edited daily by group of editors

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2 PIVOT Pivot: Is a multi-disciplinary searchable funding opportunities database Matches faculty with funding opportunities Helps identify potential collaborators Represents over 40,000 private, federal, and international funding opportunities Edited daily by group of editors 2

3 GOALS Review 3 types of searches Learn to save, organize and share search results Set alerts and notices Find potential collaborators both inside and outside your institution 3

4 SETTING UP AN ACCOUNT Need account in order to: Access Pivot from off-campus Save search results Manage your Home page (dashboard) Receive funding alerts 4

5 Setting up an account (cont d) Click on Sign up, written in gray print on the top right corner (screen shot on next page indicates what will look like once you click on Sign up) 5

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7 Setting up an Account (cont d) Once you have registered an account you will receive confirmation Once a confirmed, you should claim your profile Claiming your profile allows you to: Receive recommended opportunities from the Pivot Advisor Update your profile 7

8 SEARCH MECHANISMS 3 kinds of searches: Text Search Sponsor Search US federal Private Non-US federal Advanced Search 8

9 TEXT SEARCH (#1) Most basic search Also called a Quick Search Is the default search mechanism on main search page Searches all fields (title, abstract, sponsor) Default connector is or (sleep disorders will search for sleep or disorders, vs. sleep disorders, which will search for full phrase) 9

10 RESULTS PAGE Will always include: Grant Title Sponsor Deadline Amount Searches always sorted by relevance, first Arrows next to each column title will also let you sort by that column alphabetically or chronologically Left side of page will provide a faceted breakout of results 10

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12 Results Page (cont d) Clicking on magnifying glass icon to the left of the title will provide the following information: Abstract Eligibility Clicking on title will link you to the full opportunity record, including: URL Sponsor Eligibility information Any information you requested in the search field will appear in red 12

13 SPONSOR SEARCH (#2) Search by: All sponsors (listed alphabetically) US federal sponsors Non-US federal sponsors Funding opportunities by sponsor Hyper-linked = active Grayed-out = not currently active but Pivot either knows or has reason to know the opportunity will be repeated or upcoming 13

14 ADVANCED SEARCH (#3) Radio button Keep default as all fields (vs. any )for most specific search Connects rows (as opposed to fields) with and instead of or Drop-down box to left of search fields indicates what is included in the search: Abstract Title Sponsor Sponsor ID 14

15 Advanced Search (cont d) Add row Note: need quotations to search by exact phrase Note: categories in Find Opportunities Matching are the same as in Exclude Opportunities Matching, found at the bottom of the page. Do not confuse the two! 15

16 RESULTS PAGE Will always: Show query at top of page Classifies results Top Funding Types Top Sponsor Types Top Requirements Top Keywords Allow you to: Save search Refine Search 16

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18 SAVING & ORGANIZING SEARCH RESULTS Can save search queries (save search) or particular opportunity (track record) To save search query: Click on Save Search at top of results page Will ask you to name category Will ask if would like to receive alerts (this is your funding alert!!) Saved search will appear on your Home page At anytime, can run, edit or share that search Can save an unlimited number of search queries 18

19 Saving and organizing search results (cont d) To track record: Track from either the Results page or from inside a record From the Results page: Click on empty box two over from the left of opportunity title The following will appear immediately above title of first result: 19

20 Saving and organizing search results (cont d) Choose which option would like: Track, Set to Active, Share or Export The following will appear: Tracked opportunities are those that want to follow but may not be pressing Active opportunities are those that want to follow but may have more urgency (i.e., upcoming deadline) 20

21 Saving and organizing search From within a record: results (cont d) Will see options on top right of page: Click on whichever option you want Note: when naming a Tracked or Active record, there may not be any dead space in between characters; you must use underscores, periods, etc., between words All results will appear on your Home page 21

22 Sharing Search Results Can do so from either the results page or within the record Follow same steps as for tracking a record, beginning with clicking on box two to the left of the opportunity title and will see: Click on Share and follow steps delineated 22

23 Sharing search results (cont d) To view opportunities shared Click on Home tab Will see column on left-hand side containing a faceted breakout of: Active Tracked Saved Searches Shared Shared Received Advisor 23

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25 FUNDING ALERTS Weekly notification sent to address associated with user account Based on criteria identified in your searches Sender address: Includes: Date sent Total number of results Title of opportunity Sponsor of opportunity 25

26 Funding Alerts (cont d) To set up Pivot Funding Alerts: Must have Pivot user account Will see the following at the top of Results page: Click on Save Search and follow steps delineated Query will be stored on your Home page Can save an unlimited number of searches Note: remember, you are saving your query, not your results! 26

27 ALERTS Weekly (funding alert) Forwards new opportunities to account weekly Will only receive one notice of opportunity Alert Sends notification of changes to saved opportunities (i.e., change in deadline, etc.) Will notify you if tracked record s due date has expired and record is no longer active. 27

28 PROFILES (finding collaborators) Click on Profiles tab Can search by: Text Faculty name Advanced search Follow same rules as with Advanced Search Will see faceted breakout column on left of results page 28

29 QUICK GUIDES & SUPPORT You Tube Pivot Channel: Gail Fisher, J.D., M.S.S., Manager, Research Development Office (RDO) (415)