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Spinplus tutorial

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


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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


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I. SPINPlus


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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.


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II. SPIN

Overview


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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.)


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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


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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


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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.


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III. Accessing

SPIN


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

Click SPIN.

Accessing SPIN


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IV. SPIN Searching


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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)


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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.


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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.


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Quick Search

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


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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.


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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.


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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.


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Advanced Search

Advanced Search Categories

We are now going to run a sample search utilizing the main search categories.


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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.


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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.


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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.


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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.


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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:


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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


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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.


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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.


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Advanced Search

View/Delete Search Criteria

To delete the entire search, click Clear Search.


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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


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V. Saving Searches


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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.


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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


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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.


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VI. Loading

Searches


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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.


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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.


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VII. Viewing Programs


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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


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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.


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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.


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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


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Viewing Programs

Program Display Page

The Objectives provides detailed information on areas of research that will be supported by the award.


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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.


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VIII. SPIN Reporting


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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


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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


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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.


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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.


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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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Select the check boxes next to the SPIN categories you would like to include in your report and click Save Layout.

The Custom Layout will look like this:

SPIN Reporting

Custom Layout

By clicking Custom Layout, you can customize your report layout to include the fields that satisfy your search requirements.


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Click here to view a sample report in Save to File output.

Deadline Date Format (Range Only or All Dates) displays the same information as the Summary Format, however, the Deadline Date format lists the deadline dates first in chronological order.

Display to Browser/Print allows you to display your report to your browser and print.

SPIN Reporting

Report/Destination Options

Report and Destination options are described below.


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Save to File allows you to save your report to your hard drive or disk. After you click Build, the Download File screen will appear. Click here to download the file.

The Report Display page will appear. You will see the SPIN programs you selected in Summary Format.

SPIN Reporting

Sample of the saved/downloaded output file in Summary Format


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IX. SMARTS

GENIUS

Overview


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SMARTS/GENIUS

Overview

What is GENIUS?

  • Global Expertise Network for Industry, University, and Scholars (GENIUS) is a global WWW network and database of scientific and scholarly expertise containing profiles entered and maintained by scholars and researchers at leading universities and research institutions throughout the world.

  • GENIUS provides a searchable resource for locating academic investigators/research partners for potential collaborations.

  • Search profiles based on Keywords, Research Interests, Institution, State, and/or Country. You can also perform free-text searches on full profiles.


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SMARTS/GENIUS

Overview

What is SMARTS?

  • SPIN Matching And Research Transmittal Service is an electronic matching and funding opportunity notification system which provides investigators with a direct and targeted electronic link to comprehensive, current, and available national and international research funding information.

  • Investigator profile information is collected via forms in GENIUS and used for matching with the SPIN database.

  • Matching is conducted on a daily basis and programs are automatically emailed to individual researchers.

  • Researchers may receive information in Summary or Full Program reports.


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X. Accessing

SMARTS/GENIUS


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To access SMARTS/GENIUS, go to http://www.infoed.org. Click Access Info.Office.

Click GENIUS Search.

Accessing SMARTS/GENIUS


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XI.

Creating a GENIUS Profile


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The New Profile Registration page will appear. You will be required to enter your first and last name, email address, department affiliation, and username and password.

When complete, click Submit.

It is extremely important that your email address is present and accurate to ensure proper notification of funding opportunities.

An alphabetical list of institutions will appear. Highlight your institution and click Select.

Click Create a New Profile from the SMARTS/GENIUS Search main page to create a GENIUS profile.

You must create a GENIUS profile to receive SMARTS matches and/or to store your Curriculum Vitae.

Creating a GENIUS Profile

Registering for GENIUS


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Account Status indicates whether a profile has been validated or is pending validation. A profile must be validated by your Module Administrator in order to receive SMARTS matches.

The Biographical Sketch Template enables you to customize and generate the official NIH 398 forms from data stored in your GENIUS profile. You can also export your full CV into Word, modify the information, and use it outside of InfoEd’s system.

These categories are used to tailor search results for more targeted SMARTS matches.

These categories are used to store Curriculum Vitae within GENIUS.

General and Keywords categories need to be completed in order to receive SMARTS matches or to store your Curriculum Vitae.

The Full Profile View will display all of the categories/information you have entered into your profile.

This is the name of the investigator/faculty member and the institution with which they are affiliated.

Investigator Name/Institution Name

Full Profile View

Account Status

Categories Required for GENIUS and SMARTS

Categories Used in SMARTS Matching

Biographical Sketch Template

Categories Used in GENIUS

Creating a GENIUS Profile

Profile Summary Page

The Profile Summary Page will appear.


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XII.

Setting Up SMARTS


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The General Information page stores all of the investigator’s contact/institution information.

In order to receive SMARTS matches, you need to fill out the General and Keywords categories.

Required fields are Name, Department, Email, and Citizenship.

Click General from the Profile Summary Page.

Click Department for instructions on selecting your primary department.

Under Private Profile, select Yes to prevent your profile from being searchable within the GENIUS database. Select No if you would like your profile information to be visible to investigators at your institution or globally.

Setting Up SMARTS

Categories Required for SMARTS

To move from one field to the next, use the TAB key on your keyboard or the mouse.


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Choose the department where you hold academic rank as your primary department by checking the box to the left of the appropriate department. Make sure the primary option button is selected.

A list of all of the departments within your institution will appear when you click on the Department link from the General screen.

Click Save Changes to return to the GeneralInformation page.

To choose additional secondary departments with which you are affiliated, click the box to the left of each appropriate department title.

Setting Up SMARTS

Selecting Departments


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Click Change Username for instructions on changing your username.

Setting Up SMARTS

Categories Required for SMARTS


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The Username Change page will appear when you click Change Username from the General Information page.

Enter your new username in the Enter New Username text box.

Click Save Changes to return to the General Information page.

Setting Up SMARTS

Changing Your Username


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Question 3 allows you to specify how you would like to receive your SMARTS matches (in a single email message or one “hit” per e-mail.

Question 4 allows you to specify whether you only want to receive SMARTS output of programs from U.S. sponsors only.

Question 5 allows you to specify the format in which you would like to receive your SMARTS output (Full Program or Summary Format).

Question 2 allows you to specify whether you would like to receive SMARTS matches. To receive SMARTS matches, make sure the Yes option button is selected.

Question 1 allows you to specify whether you would like prospective partners/collaborators, who find you in GENIUS searches, to contact you directly or make initial contact with your institutional contact.

Question 1

Question 2

Click here to view a sample of SMARTS output in Full Program format.

Question 4

Question 3

Question 5

Setting Up SMARTS

Categories Required for SMARTS

After you have entered your General information, there are five questions at the bottom of the General Information page that need to be answered in order to receive SMARTS e-mail notifications.


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Click the Web Site URL to link to the program application guidelines. The Program URL will link you to the full program announcement.

The following is an example of SMARTS output in Full Program format.

Setting Up SMARTS


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Click here to view a sample of SMARTS output in Summary format.

Setting Up SMARTS

Categories Required for SMARTS


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Click here to view the full SPIN program.

Setting Up SMARTS

The following is an example of SMARTS output in Summary format.


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Setting Up SMARTS

Clicking the full description link from within your email message will bring you to the full SPIN program as it appears in the SPIN search engine.


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Click Keywords from the Profile Summary Page.

Setting Up SMARTS

Categories Required for SMARTS

Once you have completed the General Information page, you need to fill out Keywords based on your areas of interest. The keywords you select will be used in SMARTS matching.


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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

Setting Up SMARTS

Selecting Keywords

The Keywords screen appears. Keywords are broken into 12 major divisions. You can select keywords in four different ways:

Click to view an example of how to search using the Search for a Particular Keyword box.


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Setting Up SMARTS

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. cardio) into the Search for a Particular Keyword box. Click Search.


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Setting Up SMARTS

Selecting Keywords

Keywords containing the root word “cardio” will be returned. Highlight keywords from the resulting list and click Select/Save Changes to save keywords.


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Keywords that appear

in all caps on the list

indicate general

keywords. Selecting

these keywords will

increase the number of

general programs you receive as SMARTS matches.

Once you have selected keywords, click Select/Save Changes to save keywords.

Click Return to return to the Profile Summary Page.

Setting Up SMARTS

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.


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Setting Up SMARTS

Selecting Keywords

You can choose to receive Exact Matches or Hierarchical Matches on keywords.


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Setting Up SMARTS

Selecting Keywords

Hierarchical Matches: If you chose the same keyword in combination with Hierarchical Matches, you would receive SMARTS matches of SPIN programs that contain that exact keyword, plus SPIN programs containing any keywords that fall hierarchically under HEALTH AND SAFETY/MEDICAL SCIENCES/BIOMEDICAL, such as Anatomical System/Sites, Bone Marrow, Cardiovascular System, etc.

Exact Matching: In the example above, if you chose the keyword HEALTH AND SAFETY/MEDICAL SCIENCES/BIOMEDICAL in combination with Exact Matches, you would receive SMARTS matches of SPIN programs that contain that exact keyword.


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Setting Up SMARTS

Deleting Keywords

Once you select keywords, they will appear at the bottom of the Keywords screen.

To delete existing keywords, select the check boxes next to the keywords you would like to delete and click Delete Checked Keywords.


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Select Award Types if you are looking for a particular funding mechanism (ex. research grants only) to exclude funding mechanisms you are not interested in (ex. fellowships, internships, etc.)

Once you select keywords based on your areas of interest, you have the option of selecting additional criteria in the categories under Used in SMARTS matching to tailor your search.

Sponsor Types describe the type of organization administering the grant/award (ex. federal, foundation, etc.)

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 location restrictions.

To exclude programs for which you are not eligible, select Applicant Types that describe you (ex. faculty member, researcher/investigator, graduate student, etc.)

Geographical Restrictions should be used to restrict programs based on where you are located. Choose your state and region in combination with No RESTRICTIONS.

Setting Up SMARTS

Categories Required for SMARTS


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XIII.

CV Categories


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GENIUS categories enable you to store your Curriculum Vitae. You may enter information into as may categories as needed to satisfy your personal requirements.

CV Categories

Entering CV Information

GENIUS categories and their purpose are described below.

Languages: List proficiency in all languages.

Advisees: Store data about students/scholars with whom you have served as thesis advisor.

Patents: List all patents granted.

Collaborators: List individuals with whom you have collaborated on a project, book, article, report, or paper.

Professional Associations and Societies: List all professional associations to which you have belonged.

Committee Memberships: List any committees on which you have served.

Professional Licenses/Certificates: List all professional licenses and certificates obtained.

Courses Taught: List the courses you have taught.

Publications: List all works you have had published.

Creative Activities: List any exhibits, performances, public collections, public artistic presentations, etc. in which you have participated.

Research: Enter information about your research and research interests/areas of expertise.

Reviewed Works: List all reviewed works (peer-reviewed bodies of work not scheduled to be published or previously published.)

Education: List educational background.

Sponsored Funding: List any current, past, and pending support from projects and proposals from all sources.

Employment: List your current and previous employment.

Honors and Awards: List any honors and awards received.


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XIV.

Biographical Sketch Templates


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Once you enter information into the GENIUS categories, you can customize and generate the official NIH 398 Biosketch from data stored in your GENIUS profile and export your CV information into Word.

Biographical Sketch Templates

Creating Biographical Sketch Templates

We are now going to create a sample Biosketch Template tailored around the topic of cardiology.


Spinplus tutorial

The “Please Enter a name for your New CV Bio” dialog box will appear.

To create a Biosketch Template, click Add under the Biographical Sketch heading on the Profile Summary Page.

Enter a name for your new CV Biosketch in the text box and click OK.

Biographical Sketch Templates

Creating Biographical Sketch Templates


Spinplus tutorial

You can select the order in which each category will appear in the the Full CV Word document format. FF and FF Modular Biosketch formats generate the official 398 form. The categories can not be rearranged.

You can determine the sequence in which each item within a category will be displayed on the FF, FF Modular, and Full CV biosketch formats. Information under the General category will automatically be displayed first.

Click Save Layout when you are finished ordering the categories and the information within each category.

Determines the order in which the category name will be displayed in the Full CV format.

Determines the order in which the category information will be displayed in the FF, FF Modular, and Full CV formats.

Leaving the drop-down box blank will omit that information from being displayed in the selected formats.

Biographical Sketch Templates

Creating Biographical Sketch Templates

The CV Bio Setup Form will appear displaying all of the information that has been entered into your GENIUS profile.


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The “Do you want to save the changes made on this screen?” dialog box will appear.

The CV Bio Setup Form will appear. Click Return to return to the Profile Summary Page.

Click OK to save the changes made on the screen.

Biographical Sketch Templates

Creating Biographical Sketch Templates


Spinplus tutorial

The Profile Summary Page will display each of your Biographical Sketch Templates once they have been created.

Biographical Sketch Templates

Creating Biographical Sketch Templates

The process can be repeated to customize multiple biosketches within your GENIUS profile to be used with all NIH proposals.


Spinplus tutorial

Once you create a biosketch template, you can view the forms in three formats.

The official NIH 398 Biosketch forms will appear in .pdf format and will contain the information that you selected from your GENIUS profile.

The CV information that you selected from your GENIUS profile will be displayed in a Word document. This document can be saved to your hard drive and edited in Microsoft Word or Word Perfect.

Click the .PDF icon under the FF or FF Mod header next to the template you want to view.

Click here to view FF or FF Modular form.

Click the Word icon under the Full CV header next to the template you want to view.

Click Download Document to view the Full CV.

Biographical Sketch Templates

Viewing Biographical Sketch Templates


Spinplus tutorial

The CV Bio Setup Form will appear where you can make your changes. Click Return to return to the Profile Summary Page.

The “Are you sure you want to delete this CV Bio?” dialog box will appear. Click OK to delete the CV Bio.

To delete your Biosketch Template, click the delete icon under the Delete header next to the template you want to delete.

Once you have created a biosketch template, you can edit or delete your biosketch at any time.

To edit your Biosketch Template, click the edit icon under the Edit header next to the template you want to edit.

Biographical Sketch Templates

Editing/Deleting Biographical Sketch Templates


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XV. Editing a GENIUS Profile


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Once you create a GENIUS profile, you have control over your profile information and can access your profile at any time to make changes.

The Profile Summary Page will appear where you can edit the appropriate categories of your profile.

To edit your GENIUS profile, click Edit Existing Profile from the SMARTS/GENIUS Search main page. Enter your username and password.

Editing a GENIUS Profile

Editing Your GENIUS Profile


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XVI. Accessing GENIUS Search


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To access GENIUS Search, go to http://www.infoed.org. Click Access Info.Office.

Click GENIUS Search.

Accessing GENIUS Search


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XVII.

GENIUS Searching


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SMARTS/GENIUS Search Main Page

The SMARTS/GENIUS Search main page is broken up into 3 areas:

  • SMARTS/GENIUS (Create a New Profile, Edit Existing Profile, Administrative Tools)

  • Quick Links (Canned searches of new profiles that have been added to GENIUS, recent funding awards, and recent patents/publications)

  • Searching (Quick Search & Advanced Search)


Spinplus tutorial

Click Search.

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 thein Fields… drop-down menu, select to search Keywords, Research, Patents, or Publications. (The categories correspond to information that each investigator/researcher entered in their corresponding GENIUS profile categories.)

From the in Country… drop-down menu, select the country from which you would like to search for investigators/researchers.

From theReturn Results drop-down menu, select the number of results you would like to view per page.


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Quick Search

The GENIUS Search Results page will appear where you can view your search results.


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Advanced Search

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


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Click Hyperlink

Categories to make

selections

Type a word or phrase into the Free Text Fields

Advanced Search

There are six categories available to conduct an Advanced Search. By entering data into a category, the system will search for a match to your query within GENIUS profiles. The category search is looking for the same words or phrases that can be found in other investigators’ or researchers’ profiles.


Spinplus tutorial

Advanced Search

Advanced Search Categories

Search categories and their purpose are described below.

Research Interests

Allows you to enter a word or

phrase to search the Research

field of a profile.

Full Profile Search

Allows you to enter a word

or phrase to search an entire

GENIUS profile.

from Institutions

Allows you to search for a

potential collaborator(s) from a

particular institution.

in States

Allows you to search for

potential collaborator(s) within a

certain state.

in Country(s)

Allows you to search for

potential collaborator(s) within a

certain country.

Keywords

Allows you to search for

investigators who have chosen a

specific keyword(s) from the

SPIN Keyword Thesaurus based

on their areas of interest.


Spinplus tutorial

This search will find all profiles located at institutions in the U.S.A. that contain the phrase biological sciences.

Enter Biological Sciences into the Full Profile Search free text box to search an entire GENIUS Profile for that phrase.

We are now going to run a sample search utilizing a few search categories.

Click in Country(s) to select U.S.A.

Advanced Search

Advanced Search Categories


Spinplus tutorial

You can view and/or delete criteria from a search by clicking Delete Items 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.


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Advanced Search

View/Delete Search Criteria

To delete the entire search, click Clear Search.


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XVIII. Viewing

Investigator

Profiles


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Once you select your search criteria, 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.

Click Run Search to run the search.

Viewing Profiles

Running a Search


Spinplus tutorial

Clicktheinvestigator’s full name to view an individual profile in its entirety.

Select the check box next to the investigator’s name to include it in your report.

Viewing Profiles

Viewing/Selecting Search Results

Once you have run the search, the GENIUS Search Results page appears. You can scroll through an alphabetical listing of investigators’ names whose GENIUS profiles matched your search criteria.


Spinplus tutorial

Investigator’s name

Institution Name

General Information

Viewing Profiles

Profile Display Page

Once you click on the investigator’s name, the entire GENIUS profile will be displayed on the screen. Profile details are organized into categories for easier viewing.


Spinplus tutorial

Categories used in SMARTS matching (Will vary depending on individual profile):

Ethnic/Racial Status

Geographical Restrictions

Locations Tenable

Languages

Honors and Awards

Education

Employment

Viewing Profiles

Categories used to store Curriculum Vitae (Will vary depending on individual profile):


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Publications

Research

Committee Memberships

Viewing Profiles

Categories used to store Curriculum Vitae (Will vary depending on individual profile):


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XIX.

GENIUS Reporting


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To Print or Save to File your search results, first select the profiles you would like to include in your report by selecting the check boxes next to the appropriate investigators’ names.

After you run your search and view your results, you can create reports of GENIUS profiles from the GENIUSSearch Results page.

GENIUS Reporting

Report/Destination Options


Spinplus tutorial

Select the output type.

Select your report format.

Click Build to build your report. You will see the GENIUS profiles you selected in the report format you specified.

Destination

Options

Report Options

GENIUS Reporting

Report/Destination Options


Spinplus tutorial

Full Profile will display all of the categories provided in the GENIUS profile. (Note: Remember that the GENIUS database is user-controlled; investigators fill out only information they want entered into the database. Some fields may contain no information.)

Click here to view a sample report in Custom Layout.

GENIUS Reporting

Report/Destination Options

Report and Destination options are described below.


Spinplus tutorial

De-select the check boxes next to the GENIUS category names you do not want to include in your report and click Save Layout.

The Custom Layout will look like this (including the General Information, Keywords, and Research Interests fields):

GENIUS Reporting

Custom Layout

By clicking Custom Layout, you can customize your report layout to include the fields that satisfy your search requirements.


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Display to Browser/Print allows you to display your report to your browser and print.

Click here to view a sample report in Save to File output.

GENIUS Reporting

Report/Destination Options

Report and Destination options are described below.


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Save to File allows you to save your report to your hard drive or disk. After you click Build, the Download File screen will appear. Click here to download the file.

GENIUS Reporting


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  • This completesthe SPINPlus Tutorial.

  • Click Back to Contents to return to the Contents screen where you may view specific sections of the tutorial.

  • OR

  • Click Exit to return to the main search page.

  • If you have questions regarding this tutorial or using SPINPlus, please contact us using one of the following methods:

  • Customer Service Hotline:800-727-6427

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  • E-mail:[email protected]

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