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SPINPlus Tutorial

SPINPlus Tutorial.

derek-decker
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SPINPlus Tutorial

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  1. SPINPlus Tutorial Welcome to the SPINPlus Tutorial. This tutorial will take you through the steps of accessing SPINPlus and running searches/creating reports in SPIN and GENIUS Search. It will also guide you through the steps for creating/editing a GENIUS profile to receive SMARTS matches and/or to store your Curriculum Vitae. You have two options when using this tutorial: • To view this tutorial in its entirety, click your mouse to move from screen to screen. • To view certain sections of the tutorial, click the section you would like to view from the Contents screen. Once you are finished with a certain section, you can link back to the Contents screen at any time. ENTER

  2. Contents SPINPlus Introduction SPIN • Overview • Accessing • Searching • Saving Searches • Loading Searches • Viewing Programs • SPIN Reporting SMARTS/GENIUS • Overview • Accessing • Creating a GENIUS Profile • Setting Up SMARTS • CV Categories • Biographical Sketch Templates • Editing a GENIUS Profile GENIUS Search • Accessing • Searching • Viewing Investigator Profiles • GENIUS Reporting

  3. Back to Contents I. SPINPlus

  4. SPINPlus Introduction What is SPINPlus? SPINPlus is a web-based system that includes a database of funding opportunities, a database of investigator profiles, and a matching alert service. SPINPlus includes three product modules: SPIN, SMARTS, and GENIUS. GENIUS Global WWW network and database of investigator profiles of scientific and scholarly expertise. SPIN Funding Opportunities database of national and international government and private funding sources. SMARTS  Investigator Funding Alert System matches investigator profile information with SPIN. Matching is conducted on a daily basis and programs are emailed to researchers.

  5. Back to Contents II. SPIN Overview

  6. SPIN Overview What is SPIN? • SponsoredProgramsInformationNetwork (SPIN) is a funding opportunities database designed to provide up-to-date information on current federal, non-federal, and international funding opportunities, including: Fellowships, Research Grants, Publication Support, Sabbatical Support, RFAs (NIH Guide), Curriculum Development, Conference Support, RFPs (Commerce Business Daily), and more. • Contains more than 2,500 sponsoring agencies, which together fund over 11,000 separate funding opportunities. • Primary source information obtained directly from the sponsoring agencies to ensure the integrity of the data. • SPIN enables users to search the database using selections from various categories (keywords, location, sponsor, deadline, etc.)

  7. SPIN is supported and maintained by editors who take source materials like this recent NIH program announcement... …And standardize it into an easily readable format like this: SPIN Overview

  8. SPIN Overview Some SPIN Sponsors Include: • FEDERAL: • National Institutes of Health • Centers for Disease Control and Prevention • National Science Foundation • National Endowment for the Humanities • Department of Education • NON-FEDERAL: • American Heart Association • American Cancer Society • New York State Department of Health • Doris Duke Charitable Foundation • Rockefeller Foundation

  9. SPIN Overview SPIN Features: • Quick Search Links: Select provided links for “canned” searches for recent additions/updates, upcoming deadlines, and new sponsors. • Quick Search: Perform free-text searches on the title, synopsis, or objectives of SPIN programs. • Search Within a Search Function: After performing an initial text search, narrow your results by specifying additional criteria. • Advanced Search: Perform sophisticated searches incorporating Boolean logic and the ability to search on all fields in the database. • Keyword Rapid Search: Keywords in a SPIN program are linked and can produce results of other programs containing that keyword. • Save Your SPIN Searches: Save search criteria through an unlimited number of saved searches. • Email Search Results: Have your saved searches automatically run for you and email you the results. • Custom Results Sorting: Select how you would like to see your results displayed: by deadlines, program title, program number, or sponsor names. • Email a Colleague Function: Email a particular SPIN program to a colleague from the search results page. • Custom Report Layout: Customize your report layout to include only the fields that satisfy your search requirements.

  10. Back to Contents III. Accessing SPIN

  11. To access SPIN, go to http://www.infoed.org. Click Access Info.Office. Click SPIN. Accessing SPIN

  12. Back to Contents IV. SPIN Searching

  13. SPIN Search Main Page The SPIN Search main page is broken up into 3 areas: • SPIN Today (Search Federal Register and CBD) • Quick Links (Canned searches for recent additions/updates, upcoming deadlines, and new sponsors) • Searching (Quick Search & Advanced Search)

  14. Quick Search Quick Search To perform a Quick Search, type the word(s) you want to search for in theQuick Search for free text box. From theFind drop-down menu, select to search AllWords (AND logic), Any Words (OR logic), or Exact Phrase. From thein Fields… drop-down menu, select the field(s) from which the Quick Search will look for your words(Title, Objectives, Synopsis, or All.) From theReturn Results drop-down menu, select the number of results you would like to view per page. From thein Database Type…drop-down menu, specify the country database to search in which you are geographically located. From theSort Order drop-down menu, choose the order in which to sort your search results. Click Search.

  15. The SPINSearch Results page will appear where you can view your search results. At the bottom of the SPIN Search Results page, you can further refine your Quick Search results or perform a new search. To narrow your current search results, type the word(s) into the text box. Quick Search Choose the fields to search. Select the Search Within Existing Results option button. Click Search SPIN.

  16. Quick Search This will search the initial text search results (ex. “cancer biology”) for programs containing that word or phrase (ex. “breast cancer.”)

  17. Advanced Search To conduct a more detailed search, click the Advanced Search Page link at the top or bottom of the SPIN Search Results page or at the bottom of the Quick Search screen.

  18. Click Hyperlink Categories to make selections Type a word or phrase into the Free Text Fields Make selections from the Drop-Down Menus Advanced Search The Advanced Search page is divided into search criteria categories. Criteria can be added under each field. The number of categories you use will impact your search results.

  19. Advanced Search Advanced Search Categories Main categories and their purpose are described below. Title Contains allows you to search for a word(s) in the program title. Synopsis Contains allows you to search for a word(s) in the program Synopsis. Database Type allows you to specify the country in which you are located in order to find relevant funding. Applicant Types are used to describe both you and your institution. If more than 1 is chosen, ‘OR’ Logic is used. Sponsor allows you to specify particular funding agencies. Keywords narrow a search by a program’s research areas. Each program is categorized by keywords. Most important field. Award Types describe the type of funding you seek. Citizenship allows you to search on opportunities restricted to a certain citizenship. Geographical Restrictions allows you to specify where you are located. Objectives Contains allows you to search for a word(s) in the program Objectives. Locations Tenable allows you to specify where you would like to carry out the award. Sponsor Type searches for groups of sponsors. Program Numbers allow you to search a particular SPIN Program. Deadline Dates allow you to specify a time period. Target Groups searches for funding that will directly benefit a specific population. Proposal Restrictions allows you to identify those sponsors that restrict the number of applications per institution.

  20. Advanced Search Advanced Search Categories We are now going to run a sample search utilizing the main search categories.

  21. The most common category to utilize in Advanced Search is the Keywords category. Keywords are words/terms that are used to describe the research areas funded by a particular program. From the Advanced Search page, click Keywords. Specific Keywords Within a Major Topic Area Alphabetical Listing • Choose specific keywords from an alphabetical listing of the Keyword Thesaurus. • Choose an entire division of keywords by major topic for a very broad search. • Choose specific keywords within a major topic area. Entire Division of Keywords • Search for particular keywords via the Search for a Particular Keyword box. Search for a Particular Keyword box Advanced Search Selecting Keywords The Keywords screen appears. Keywords are broken into 12 major divisions. You can select keywords in four different ways: Now we will view an example of how to search using the Search for a Particular Keyword box.

  22. Advanced Search Selecting Keywords Since keywords of interest may fall across two or more major divisions, you can search the entire Keyword Thesaurus for a particular word(s), by entering a root word (ex. bio) into the Search for a Particular Keyword box. Click Search.

  23. Advanced Search Selecting Keywords Keywords containing the root word “bio” will be returned. Highlight keywords from the resulting list and click Select to save keywords.

  24. Keywords that appear in all caps on the list indicate general keywords. Selecting these keywords will increase the number of general “hits” returned. Once you have selected keywords, click Select then Return to return to the Advanced Search page. Advanced Search Selecting Keywords To select multiple keywords from the list, hold down the Control key (or Command key on a Mac) while clicking the mouse. OR Logic is automatically imposed on selected keywords.

  25. Selected keywords will appear in the text box below the Keywords category and will automatically be ANDED with the first selection of keywords (ex. Cancer Biology AND Breast Cancer.) Click Use Boolean AND Logic from the Advanced Search page. Selected keywords (ex. Cancer Biology) will appear in the text box below the Keywords category. Click the second Keywords link. The Keywords screen will appear where you can make keyword selections. Click the first Keywords link. The Keywords screen will appear where you can make keyword selections. Advanced Search Selecting Keywords You can also select Keywords using AND Logic. To select keywords using AND Logic:

  26. After Keywords, focus the search by adding criteria under appropriate categories. Geographic Restrictions should be used to restrict programs based on where you are located. Choose your state, region(s), and NO RESTRICTIONS to include programs that do not impose geographic restrictions. Locations Tenable allows you to specify where you would like to go to carry out the award. Include Any/No Restrictions to include programs that do not specify where the award must be carried out. Choose your citizenship and Any/No Restrictions to include those programs that do not impose citizenship restrictions. Select Award Types if you are looking for a particular funding mechanism (ex. Research Grants/R&D only) to exclude funding mechanisms you are not interested in (ex. Fellowships, Internships, etc.) Select the country in which you are geographically located to receive relevant results. To exclude programs for which you are not eligible, select Applicant Types that describe both the individual and the institution applying for the award. Advanced Search

  27. The Deadline(s) field can be used to narrow search results by deadline date(s). Click Deadline(s) from the Advanced Search page. • All is the default and will include all SPIN programs in your search regardless of the deadline date(s). Advanced Search Selecting Deadlines • Choose Equals, Greater Than, or Less Than a specific date to exclude certain SPIN programs by deadline date. • Choose Range to search for programs with deadline dates within a specific range. • Choose Open Dates Only to include only programs with open deadlines in your search.

  28. You can view and/or delete criteria from a search by clicking the View Criteria/Delete Items link at the top of the Advanced Search page or the Delete Items link at the bottom of the Advanced Search page. Advanced Search View/Delete Search Criteria To delete a search criterion, select the check box to the left of the search item(s) that you would like to remove. Click Delete Items to return to the Advanced Search page.

  29. Advanced Search View/Delete Search Criteria To delete the entire search, click Clear Search.

  30. Boolean logic is incorporated within and among Advanced Search categories. • Values within each category are linked by OR logic. In the example below, in order to get results, each program must include ONE of the Keywords, ONE of the Applicant Types, and ONE of the Award Types. • Keywords: Bleeding Disorders OR Blood Diseases • Applicant Types: College, 4-year OR Colleges/Universities • Award Types: Research Grants/R&D AND, OR, or NOT logic is incorporated among categories. • In the example below, in order to get results, each program must include ONE of the Keywords AND ONE of the Applicant Types, but NOT ONE of the Award Types. • Keywords: (Bleeding Disorders or Blood Diseases) AND • Applicant Types: (College, 4-year or Colleges/Universities) BUT NOT • Award Types: (Fellowships or Internships) OR Logic Within Fields Advanced Search

  31. Back to Contents V. Saving Searches

  32. Saving Searches Saving Search Criteria Once you select your search criteria, you can save and reuse your searches. To save a particular search, enter your search criteria and click Save Search.

  33. If you already have saved searches in SPIN, you can select the Existing Users (Enter your Username & Password) option button. Enter your username and password for SPIN saved searches and click Continue. You will need to enter your contact information and create a username and password for your saved SPIN searches. Click Create Account when finished. By setting up your personal profile, you can save the details of your searches and automatically reload them at anytime. You can also elect to have SPIN automatically remember your username and password, or you can opt to always type in the information yourself by selecting the option button that specifies your preference. If you are a new user, but have a GENIUS profile and would like to use the same username and password, select the First Time Users option button along with the (or) Use GENIUS Account (Enter your Username & Password) option button. Enter your GENIUS username and password and click Continue. The SPIN account screen will appear. If you are a first time user, you must create an account or use your GENIUS profile username and password. To create a SPIN account as a first time user, select the First Time Users option button and click Continue. Saving Searches Setting up a SPIN Account

  34. Saving Searches Saving Search Criteria Once you create a SPIN account and/or enter your username and password, the Search Description screen will appear. Give your search a name and description. Click Save Search to return to the Advanced Search page. • Search can automatically run: • Every Day • Every Week • Every Month • The results will be emailed to you automatically. • Choose “No Thanks” if you do not want to receive email notifications.

  35. Back to Contents VI. Loading Searches

  36. After you have saved at least one search, you can re-run that search by clicking Load Search at the top or bottom of the Advanced Search page. Click Load Search to load the search. Click Delete Search to delete the search. Loading Searches Loading a Saved Search You will be prompted to enter your SPIN username and password. The Saved Searches screen will appear where you can select the option button next to the search you would like to load.

  37. Loading Searches Loading a Saved Search Your original search criteria will automatically appear within the selected fields as illustrated below. Click Run Search to run the search.

  38. Back to Contents VII. Viewing Programs

  39. At the bottom of the Advanced Search page, categorize your search results by selecting a Primary Sort. You can further sort your search results by selecting a Secondary Sort. Once you select your sort options, you can set the number of search results that will be displayed per page. The number of results you can select ranges from 25-100. Once you select your search criteria, you can categorize your search results and set the number of results that will be displayed per page before running the search. Click Run Search to run the search. Viewing Programs Running a Search

  40. Click Program Number to view program details. Search Results appear formatted for easy viewing. Select the check box next to the Program Number to include it in your report. Viewing Programs Viewing/Selecting Search Results Once you have run the search, the SPIN Search Results page appears. You can scroll through a partial synopsis and/or objectives of each program.

  41. Once you click a Program Number, the entire SPIN program will be displayed on the screen. Program details are organized into categories for easier viewing. You can email the program information to a colleague by clicking the E-mail Program to a Colleague link. All you have to do is enter your email address and the person’s email address to which you are sending the program. Click Send Email. Viewing Programs Program Display Page An email message will appear with a Subject line and the SPIN program information in the Body of the email.

  42. The Synopsis provides program information, eligibility, and funding details. Program Information Applicant Types, Award Types, Target Groups, Citizenships, Geographical Restrictions, and Locations Tenable associated with the program Viewing Programs Program Display Page

  43. Viewing Programs Program Display Page The Objectives provides detailed information on areas of research that will be supported by the award.

  44. Viewing Programs Program Display Page The Funding section provides information on the amount of the award, the duration, and any eligible costs. All keywords assigned to this program are hyperlinked to searches using that keyword as its criteria.

  45. Back to Contents VIII. SPIN Reporting

  46. To Print or Save to File your search results, first select the programs you would like to include in your report by selecting the check boxes next to the appropriate Program Numbers. After you run your search and view your results, you can create reports of SPIN programs from the SPIN Search Results page. SPIN Reporting Report/Destination Options

  47. Click Build to build your report. You will see the SPIN programs you selected in the report format you specified. Select the output type. Select your report format. Report Options Destination Options SPIN Reporting Report/Destination Options

  48. Click here to view a sample report in Summary Format. Select All Programs from will include in your report all programs from This screen or the Whole search depending on the option button that you select. Full Program displays all program details in Full Program format, including sponsor information, deadline date information, synopsis, objectives, eligibility, and funding information. SPIN Reporting Report/Destination Options Report and Destination options are described below.

  49. SPIN Reporting Summary Format Summary Format displays a summary of the SPIN program, including sponsor/contact information, program title, deadline date(s), and synopsis. E-mail links are enabled (where available) to launch an e-mail message to the sponsor contact. You may go to the sponsor’s website (where available) to view/download the application guidelines. You may go to the sponsor’s website (where available) to download the full program announcement.

  50. Click here to view a sample report in Custom Layout. SPIN Reporting Report/Destination Options Report and Destination options are described below.

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