Using google to find funding for research
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Using Google to Find Funding for Research. Jeff Briand, Associate Director, Research & Records Steven Wardle, Senior Research Analyst, Research & Records Division of Advancement, York University March 21, 2012. Introduction. Overview of Research and Records at the Division of Advancement

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Using google to find funding for research

Using Google to Find Funding for Research

Jeff Briand, Associate Director, Research & Records

Steven Wardle, Senior Research Analyst, Research & Records

Division of Advancement, York University

March 21, 2012


Introduction

Introduction

  • Overview of Research and Records at the Division of Advancement

    • Research and Prospect Management

  • Research Sources - Publically available information at York University

  • Accessing and using research resources

    • Search engines

    • Using search operators

  • Questions


Research records at doa

Research & Records at DOA

  • Prospect Research

  • Prospect Management

  • Records Management

  • Central Files Administration

  • Concept of Prospect Development


Prospect research

Prospect Research

  • Research Profiles – Individuals, Corporations & Foundations

  • Response to queries – Memos, projects etc.

  • Research Identified Prospect Process – serendipitous discovery of prospects

  • Prospecting Initiatives – By Request or Strategic

  • Trip planning

  • Briefings and memos for events and trips


Prospect management what is it

Prospect Management – What is it?

  • Designed to focus development activity towards the successful cultivation of Major Gifts, Planned Gifts, Sponsorships and Leadership-level Giving

  • It involves a series of activities that are conducted in order to develop and nurture the prospect’s awareness, interest, involvement and commitment to York University and its mission.

  • Prospect Management enables:

    • Consistent and appropriate donor relations across all university units

    • Repository for institutional memory related to the development of relationships with prospects

    • A process to maximize organizational, divisional & individual performance through systematic tools and portfolio measurement

    • Monitoring and predicting proposal activity and the securing of future gifts to YU


Prospect management components

Prospect Management - Components

  • Details on the Prospect’s fundraising relationship with YU:

    • Stage of Relationship

    • Rating

    • Forecasts for donations

    • Assignments

    • Interests

  • Details on any Proposals provided to a prospect to support an initiative at YU:

    • Type of Proposal

    • Stage of the Proposal

    • Projection & Expected Date for Proposal’s Approval

    • Assignments


Prospect management codifying actions

Prospect Management – Codifying Actions

  • Contact Reports

    • Meetings, Events, Correspondence, Formal Invitations

    • Notes to outline what happened with that activity/interaction

  • Tasks

    • Reminders for future actions to move the relationship forward

  • Notes

    • Strategies, Assignments, Memos to File, Research, Reassignment, Stewardship, Inactivation & Trip


Information collection from people to resources

Information Collection: From People to Resources

  • Human Interaction

  • (Contact Reports, Impressions & Observations)

  • VS

  • Publically Available Research

  • (Databases, Internet, Subscriptions & Media Sources)


What s advancement got to do with it finding funding for research

What’s Advancement got to do with it?Finding Funding for Research

  • Tools the Professionals Use

  • Free Resources

  • The internet!

  • Using free resources

  • Google

  • Better searches

  • Operators

  • Searching databases

  • Additional web resources

  • The Library

  • Fee Based resources


Research on a budget

Research on a Budget

  • Free Resources

  • Search Engines - Google, Bing, Ask

  • (Tip) Use more than one, use the Canadian domain

  • Pick a few search sites and learn them inside out

  • Bookmark your favourite sites so you an access them quickly


Research on a budget 2

Research on a Budget (2)

  • What’s out there?

  • Biographical Dictionaries

  • Donor lists

  • CRA

  • Appointment Notices

  • Canadian Honours

  • Rich lists

  • Company lists

  • Industry Canada

  • SEDI

  • SEDAR

  • LinkedIn, Zoominfo

  • Foundation Finder (U.S.)


Understanding search engines

Understanding Search Engines

  • Do I really need to understand how this internet thingy works?


Search engines google

Search Engines - Google

  • Googlebot

  • Google’s webpage finding web crawler

  • Constantly searching for new web pages and indexing them


Google how it works

Google - How it Works

  • Ordered by priority of rank or “PageRank”

  • Proprietary algorithm developed by Google that measures a website (actually named after a guy named Larry Page)

  • Believed to include:

  • Link Popularity

  • Link Quality

  • Link Quantity

  • Age of domain name

  • Quantity of traffic

  • Monitoring Bookmarks

  • Monitoring clicks away from page

  • Frequency and quantity of page changes


Remember keep it simple

Remember: Keep it Simple

Better Searches

  • Describe what you need in as few word as possible

  • The more words you use the greater the search will be limited

  • Don’t be put off by too many hits, this is a chance to refine our search


Search engine strategy

Search engine strategy

  • Devise a Strategy

  • Write down key search terms you want to use

  • Don’t be buried under too much information – you don’t have time to read hundreds of pages

  • Make your searches specific and to the point

  • Make use of search operators

  • Consider name variations - are there short forms?


Critical thinking

Critical Thinking

  • What is the first page to come up?

  • Wikipedia – a great resource that can be vandalized, be critical, seek confirmation

  • Zoominfo – may contain inaccuracies


Google search operators

Google Search Operators

  • Quotes

  • “Quotes” – enclosing multiple search terms in double quotes finds pages where the terms appear together, exactly

  • Example: top researchers in Montreal – will find pages where “top”, “researchers” and “Montreal” will appear

  • However: “top researchers in Montreal” – will search for pages with that exact phrase


Wildcards

Wildcards

19

  • Wildcard Operators – using * (asterisk) that can match a missing word or term; wildcards can be used when you are missing one or more words (or letters)

  • Example: donor to big * of Canada will return – donor to big brothers of Canada, donor to big sisters of Canada, and donor to big organizations of Canada

  • Also: donation* will search for donation and donations

  • Remember the wildcard only works on whole words, not parts of words


Using google to find funding for research

Site

  • Searching within a Site:

  • Using the site: operator instructs Google to provide results only from a given website

  • Example: donation site:globeandmail.com will deliver results where donation was mentioned in the Globe and Mail website

  • Most important for us site: yorku

  • Sometimes flipping the order will also work, try – yorku Site: term or name


Synonym operator

Synonym Operator

  • Synonym Operator

  • Use ~ at the beginning of a search term (with no space in between) and make Google search for that term and its synonyms

  • Example: ~donation will bring up pages that include donation and gift


Inclusion

Inclusion

  • The Inclusion Operator (+)

  • Place a +immediately before a search term to ensure the word is present in the results

  • Example: if looking for a job in Los Angeles, use +LA careers; without the + Google will exclude LA since it would deem the word as “the” (in Spanish or Italian)


Exclusion

Exclusion

  • The Exclusion Operator (-)

  • Place a –immediately before a search term to instruct Google to find pages that do not contain the given term

  • Example: to find about a health-related virus, use virus –computer to ensure that Google returns pages that contain virus, but no pages related to computer viruses


Using google to find funding for research

OR

  • The OR Operator

  • Use the OR Operator to tell Google that you wish to find pages including any of your search terms

  • Example: a Google search for TV program OR show will generate pages referring to either

  • Example: the OR operator helps with regional spelling differences: like labour OR labor, neighbour OR neighbor

  • OR must be in caps

24


Every word matters

Every word Matters

Remember, if you add a word to a search query it will be used

But there are always exceptions: Common words such as ‘the,’ ‘a’ and ‘for’ are called stop words and will generally be ignored

And there are exceptions to exceptions: search engines are programmed to imitate how people think. A search for ‘the who’ will direct you to the official website of the band


Filters

Filters

  • Using filters to limit the number of results you see

  • Pages from Canada

  • Any time

  • Past hour

  • Past 24 hours

  • Past 4 days

  • Past week

  • Past month

  • Past year

  • Custom range...


Google alerts

Google Alerts

  • Let the research come to you

  • Email updates of the latest relevant Google results (Web, news, etc.)

  • Based on your choice of query or topic

  • http://www.google.com/alerts

  • Handy uses of Google Alerts:

  • A developing news story

  • Keeping current on a research interest or industry

  • Getting the latest on an event

  • Track news on a donor


Further google insights

Further Google Insights

  • Google Image (shhh! now you know my secret)

  • Can shed new light on prospects

  • Who are their Friends, Family, Business Associates

  • Pictures from a gala with movers and shakers

  • Google Maps

  • Where does your prospect live


The other players

The other players

There are approximately 35 additional search engines out there

Bing – Microsoft challenger to Google, strong graphics focus

Ask.com - Q&A focused search engine

Yahoo! – now in partnership with Bing

Webcrawler – One of the first, launched in 1994, a metasearch engine that blends the top search results from Google, Yahoo!, Bing


Introduction to boolean logic and operators

Introduction to Boolean Logic and Operators

[ ]

$

  • and

same

/Nn/

adjn

nearn

or

and

not

*

/Fn/

not

$

( )

atleastn

w/n

?

or


The man who invented it all

The man who invented it all

George Boole (1815 – 1864)

  • Mathematician, philosopher and the inventor of Boolean logic, the basis of all digital computer logic (and my hero…)


Search operators

Search Operators

  • AND

  • OR

  • NOT


Search operators and

Search Operators AND

AND

Donors and Alumni


Search operators or

Search Operators OR

OR

Donors or Alumni


Search operators not

Search Operators NOT

NOT, AND NOT

Donors NOT Alumni


Wildcards1

Wildcards

  • Can be used to substitute for any of a defined subset of characters

  • Especially useful for names

  • Examples

  • Steph$, Brad$, Mitch$


Proximity operators

Proximity Operators

  • Allow you to locate one word within a certain distance of another

  • For Example

  • w/n where n is any number between 1 to 10

  • University w/3 research finds items containing “University” within 2 words of “research” where “research” is the second word

  • nearn where n is any number between 1 to 500

  • University near5 research displays articles with the word “University” not more than 5 words away form “research,” where “research’ is the fifth word (0-4 words between)


More proximity operators

More proximity operators

  • /Nn/ where n is any number from 1 to 500

  • Bombardier Q400/N30/Porter Airlines finds articles containing the term “Bombardier Q400” within 30 words of “Porter Airlines” where “Porter” is the 30th word (0-29 words between)

  • /Fn/ where n is any number from 1 to 500

  • Sanofi/F50/ will find articles with the word “Sanofi” with the first 50 words of the article


Truncations

Truncations

  • $n where n is any number from 1 to 9

  • Earn$4 will find articles that contain any word with the root “earn” including earnings, earns, or earned

  • *(asterisk)

  • Telecom* will find articles that contain the root “telecom” including telecom, telecommunications, telecommute, or telecommuting

  • Note: At least 3 characters must be typed before using the *sign, and the *sign must be entered at the end of a word only. No number is allowed following the truncation

  • ?

  • Globali?ation will find article containing “globalization” or “globalisation”

  • Note: At least 3 characters must be typed before using ?


Using parentheses or brackets atleast and same

Using Parentheses or Brackets, atleast and same

  • ( ) Parenthesis or [ ] Brackets

  • Select releases and (university or instructions, or course) finds items about select releases related to to universities, instruction or courses

  • atleastn - where n is any number between 1 and 50

  • atleast6 Magna will return items with at least six mentions of Magna

  • same

  • Bergeron same VeriFone finds items containing “Bergeron” in the same paragraph as “VeriFone”


Library resources

Library Resources

  • What’s Available

  • Factiva

  • Imagine Canada’s Canadian Directory of Foundations and Corporations

  • Lexis/Nexis

  • FP Directory of Directors

  • FPinfo Mart

  • Hoovers


Factiva

Factiva

  • Factiva covers information on industries, public and private companies, business and management topics, current awareness information and historical news

  • Covers 1969 – present, dates vary by publication, worldwide

  • Many full text articles, trade journals, news wires, media programs, company and stock reports

  • News in twenty-two languages in over 8000 sources

  • Searchable by title, industry, geographic location and type


Better factiva results

Better Factiva Results

  • Time Savers

  • Consider building a ‘canned’ search. Create it in Word, copy and paste into your search daily or weekly

  • Examples

  • donor$ or philanthropy or donation$ or endowment or York University or endowment

  • Rita Burak or Chantal Hebert or Step$ Ling or Ken Singh or Joel Cohen or Jay Hennick

  • Date: In the last week

  • Sources/Major News and Business Publications/Canada


Example

Example


Using imagine canada s canadian directory of foundations and corporations

Using Imagine Canada’s Canadian Directory of Foundations and Corporations

  • Most accurate funding research tool in Canada

  • Bilingual database with detailed, searchable information on thousands of Canadian funders.

  • Contains searchable information on all Canadian grant making foundations, as well as government funding programs, American foundations, and hundreds of corporations that invest in the community.

  • First published in 1966 by the Association of Universities and Colleges of Canada and adopted by Imagine Canada over 25 years ago.

  • But note:

  • Sometimes it does not display the most recent data. Always check CRA.


Different look same techniques

Different look, same techniques


Fee based resources

Fee Based Resources

  • Can you afford it? Which one is right for you?

  • PRO – Prospect Research ONLINE

  • Guidestar Grant Explorer

  • Searchable by funder name, state/province, city, ZIP code and can be filtered by grants awarded ($), total number of grants awarded, Employer Identification Number (U.S.)

  • Pivot: funding connected

  • Onesource

  • ABI/ProQuest


Remember it s a jungle out there

Remember it’s a jungle out there

Spyware

Viruses

Spyware

Malware

Viruses

Malware


Possible pitfalls

Possible pitfalls


Closing thoughts

Closing Thoughts

  • Interacting with the Research & Records Unit at DOA:

  • Focus Relationship Building that will result in asks over $5K; $25K is considered Major Gift Level

  • Concern on prospects heading into Solicitation

  • Concern with prospects with Stewardship commitments

  • Sharing information – both before and after “the ask”

  • Trips, prospect lists & ideas

  • Contact:

  • Jeff Briand, Steve WardlePhillipa Vaz

  • Associate DirectorSenior Research AnalystResearch Analyst

  • [email protected]@[email protected]

  • (416) 650-8204Ext. 58229Ext. 20380


Questions

Questions?


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