View and bookmark records and create reports in SPIN

This is the third in a series of updated posts (the others are here and here) designed to help Miami University faculty, staff, and students learn to use SPIN to find potential sources of funding for their research, scholarly, and creative projects.


The basics

You will need a profile if you want to bookmark records in SPIN. For more about accessing SPIN and creating a profile, read this post.

In this post, we will be talking about what you can do in SPIN after you conduct a search. If you need to brush up on conducting searches on SPIN, read this post before continuing here.

Viewing records

Once you click the Locate Funding button in SPIN, you will be presented with a list of results that looks something like this:

To view the full record for a listed opportunity, click on the link for the opportunity in the “Opportunity Title” column. A pop-up window will display the full record.

Note that to see all of the available information for the record, you will need to click through the tabs — “Opportunity Description,” “Eligibility Requirements,” “Funding Guidelines,” and “Sponsor Information” — that appear at the top of the record.

To sort the list of return results by a particular column, click in the column header.

To sort by multiple columns, drag the column headers and drop them into the “Group by” table header in the order you want to sort.

Bookmarking records

Once you find an opportunity that looks like it might be a good fit for your project, you can bookmark it to make it easier to find later.

To bookmark an opportunity, click on the + in the far right “Bookmark” column for that row.

In the bookmark pop-up window, click the Create new group radio button and enter a name for what the record relates to (e.g., your project name).

Working with bookmarks

To view a bookmarked opportunity, do the following:

  • Hover over Bookmarks in the black menu ribbon.
  • Hover over the name of the group you added the bookmark to.
  • Click on the name of the opportunity. The record will open in a new window.

 

To remove a bookmark group, hover over Bookmarks in the menu ribbon and then click on Manage Bookmarks. On the next screen, click the trash can icon in the far right “Delete” column for the row of the group you want to remove from your bookmarks. To remove a bookmark, begin by clicking the right-pointing triangle in the far left column for the row of the group that contains the bookmark. Once the group is expanded to display the bookmarks it includes, click the trash can icon in the far right “Delete” column for the row of the opportunity you want to remove from your bookmarks. Finish by clicking the Save Changes button to the upper right of the bookmark table.

 

Creating reports

If you would like to create a report of funding opportunities — either ones returned as results from a search or ones you’ve bookmarked — for use outside of SPIN, follow these steps:

  • For Bookmarks only: Click the right-pointing triangle in the far left column for the row of the group you want to create the report on.
  • Click the Export button to the upper right of the search results or bookmarks table.
  • Click the appropriate radio button under Export to Microsoft Excel or Export to Microsoft Word, depending on your preference.
  • Follow the prompts to download your report.

Next time

In the next SPIN post, we’ll show you how to set preferences and filters.


Bookmark image by sirooziya via Wikimedia Commons, used under Creative Commons license

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