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Using COS Funding Alert

Using COS Funding Alert Alerting You to Relevant New Opportunities from the World’s Largest Funding Database. ™. Via your COS Workbench ™. COS Funding Alert Delivers all new relevant funding information to you.

andrew-ortega
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Using COS Funding Alert

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  1. Using COS Funding Alert Alerting You to Relevant New Opportunities from the World’s Largest Funding Database ™ • Via your COS Workbench™

  2. COS Funding Alert • Delivers all new relevant funding information to you. • Timely – hundreds of new opportunities are added and updated in COS Funding Opportunities each week. • Automated – the relevant new and updated records are e-mailed to your desktop each week. • Customized – we set an introductory search for you; you can refine that search and add up to 4 additional searches. • Convenient – alerts are easy to use and results come in a single weekly package; you can also download results in your COS Workbench.

  3. Contents: • COS Funding AlertOverview • Controlling and Using your Alert Account • Applications of COS Funding Alert

  4. Contents: • COS Funding AlertOverview • - how it works • a sample e-mail alert • Controlling and Using your Alert Account • Applications of COS Funding Alert

  5. How COS Funding Alert Works • Introductory Search: • Using information in your Expertise profile, COS creates an introductory search for you to match your COS Keywords, location, and eligibility. E-mail results arrive every Monday. • You can: • Modify the Introductory Search and add up to 4 additional searches. • View and download each week’s results from your COS Workbench. • Turn e-mail delivery on and off.

  6. The results of your Alert search(es) are delivered in a single e-mail each Monday. COS Funding Alert matches the COS Keywords (representing your expertise) and address to new opportunities added to COS Funding Opportunities that week. Your position as an academic is also included in the search. Your Expertise profile forms the basis for an introductory funding alert search, set automatically.

  7. Contents: • COS Funding AlertOverview • Controlling and Using your Alert Account • modifying an existing search • adding a new search • adjusting your options • other useful features • Applications of COS Funding Alert

  8. Controlling your Alert Account Log into your COS Workbench from www.cos.com with your username and password.

  9. Modifying an Existing Search To change a search, click ‘Modify Alerts’. Go to the Access your Funding Alerts section. This account has 3 searches saved. A COS Workbench

  10. Click the ‘Modify’ button for the search you wish to change.

  11. The alert search form is similar to the COS Funding Opportunities form. The difference is that the saved COS Funding Alert search will run only against those records that are new and updated each week, not against the entire COS Funding Opportunities database.

  12. Scrolling down, this alert search is currently set to find education opportunities for UK citizens, tenable in the EU, open to academics at academic institutions. If you click the Keywords ‘Browse’ button…

  13. … this opens a new window listing the COS Keywords hierarchy. Keywords are used to label each record.

  14. ⇧ browse for terms here ⇦ or search the hierarchy here Click the folders or + symbols to browse through the Keyword hierarchy.

  15. Tip: Selecting the Explode option includes all terms in the hierarchy underneath the chosen Keyword(s). E.g., exploding the Keyword ‘Education’ includes the 150+ terms within that category, such as Higher Education, Special Education and Women’s Education. Click the Keyword(s) you want to add to your search form. Tip: Allow time for each Keyword to appear on your search form before clicking on the next term.

  16. Then Preview this search to test-run it against the entire COS Funding Opportunities database. Once saved, the alert search will run only against opportunities that are new or updated each week.

  17. When you are happy with the results, save the alert search. It will then run over the weekend and deliver results to you on Monday. Check that the search finds the kinds of opportunities you want. If not, go back and adjust the search.

  18. When you add a new Keyword to an alert search, you will be prompted to choose if you want it used only in the alert search or if the Keyword should also be added to your Expertise profile.

  19. The changes to the search called ‘Funds for my next project’ are now saved. This search with these modified parameters will run over the next weekend against the new opportunities added that week. Adding a New Search To add a new search, click ‘Add an Alert’.

  20. Then set your search parameters. This is set to find records with the root word ‘educat*’ in any field (sponsor, abstract, keyword, etc.)… First, name your search.

  21. …and records that are open to US academics, tenable in the UK, and that fund travel, meetings, visitors, collaboration or fellowships.

  22. The new Visiting Fellow search is now saved. It will run for the first time over the next weekend and deliver any results via e-mail and to this COS Workbench.

  23. Adjusting Your Options Click ‘Options’ to change your account details and preferences.

  24. Use General Options to change your e-mail address and to turn e-mail delivery off and on. Click User Defaults to create default settings for your eligibility information in alert searches.

  25. To pre-set your citizenship(s), normal activity location(s), and demographics in current and future alert searches, create your User Defaults here. Note: You can change these settings in any individual alert search when adding or modifying it.

  26. Use Displaying Resultsto specify what information you want delivered in your alert e-mail.

  27. Use Number of Resultsto specify how many of the records in your alert results should be displayed on your COS Workbench home page.

  28. Click Keywordsto delete COS Keywords from your COS Expertise profile and/or your COS Funding Alert searches.

  29. Click a search name to list and download this week’s alert search results. Click ‘Archived Alerts’ to list your alert search results from the previous 2-3 weeks. Follow the ‘Help’, ‘Tutorial’ and ‘Quick Set-up’ links for more guidance on using your COS Funding Alert account. Contact your institution’s liaison if you have any remaining questions.

  30. Tip: You will have received a list of these records in your alert email. You do not need to log into your COS Workbench to see them unless you are off-campus or wish to download the full records. Click Grant Titles to see full records. You can download some or all of them using the form at the bottom of the page.

  31. Contents: • COS Funding AlertOverview • Controlling and Using your Alert Account • Applications of COS Funding Alert • saving time • - tips for individuals

  32. COS Funding Alerts save time by: • Finding and disseminating funding information from the world’s largest and most comprehensive funding database automatically. • Sending only relevant information; you no longer need to scan through general listings or to search the Web. • Management uses include: • Monitoring funding across an entire discipline. • Helping the graduate office identify scholarships, postdocs, assistantships and dissertation funds for students. • Facilitating collaboration using associated COS management tools.

  33. Tips for Individuals • Set your user defaults to pre-set your alert searches with the correct citizenship(s). • In addition to finding “standard” funding in your field, create alert searches to find funding to: • attend a particular upcoming conference. • support your research students’ work. • pay for new equipment. • Take advantage of all five possible searches. • Experiment to refine your results; for example, set up one search by Keywords and another by terms in All Fields to find results most relevant to you.

  34. COS Funding Alert • available via your COS Workbench • login at www.cos.com • Let COS find funding for you.

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