Preferences, filters can help target searches in SPIN

This is the fourth in a series of updated posts (the others are herehere, 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 do not need a profile to conduct searches or to set preferences and filters in SPIN. However, if you want to save your preferences/filters so that they are active when you access SPIN in the future, you will need a profile and you will need to login to SPIN each time you use it. For more about accessing SPIN and creating a profile, read this post.

Setting preferences and filters

Setting preferences and filters in SPIN helps target results to weed out opportunities that may not be relevant to your situation. For instance, if you are a faculty member, you could set your preferences to exclude opportunities for which only students are eligible to apply.

One preference we recommend most users change from the default is whether SPIN displays opportunities that may already be closed. By default, SPIN does not display these opportunities. That means that if a program has a deadline of March 1 and it is now March 15, SPIN will not display that program in its list of search results. However, it can be useful for researchers to be aware of these opportunities as they plan their future submissions, so we recommend changing preferences to include these opportunities. Instructions for making this change are outlined below and may serve as a model for making other adjustments to preferences so that search results are as relevant as possible.

To change the default “Closed Opportunities” preference:

  • Hover over Preferences in the black menu bar.
  • Select the preference you would like to adjust, in this case Closed Opportunities.
  • In the resulting pop-up window, use the drop-down menu to change the “Opportunities that have no documented future deadlines” field  from “Exclude” to Include.
  • Click the Save and Exit button.

Once you have set a preference, you’ll see this text under the search box in any type of search: “You have additional filters active. Click here to edit them.”  To edit multiple preferences at once:

  • Click on the Click here to edit them link.
  • On the “Current Settings” page, click on the Edit button in the top right corner of the group of preferences you want to adjust. (To remove all preferences/filters and start over with SPIN’s default settings, click the Reset Filters button near the top right of this page.)
  • In the resulting pop-up window, adjust your settings. Note that there are multiple tabs across the top: “Applicant Location,” “Applicant Type,” “Project Type,” “Project Location,” “Citizenship,” and “Sponsor Type.” You will select your preferences the same way you did in the keyword search – by dragging and dropping them from the left, options box into the right, “Chosen” box. (You can also select options and use the arrow button in the middle to move them to the “Chosen” box.)
  • Once you have your preferences adjusted, click the Save and Exit button in the lower right of the pop-up window.

More help

If you need more help working with preferences and filters, watch this training video.  (More training videos can be found in SPIN by hovering over Help in the menu bar and selecting Training Videos.)


Filter photo by Lindsey Turner via Flickr, used under Creative Commons license

 

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

A hand holds a magnifying glass up to the sky. In the glass, clouds are magnified. Visible in the background are more sky, trees, grass, and a body of water.

Learn how to conduct searches in SPIN

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


The basics

You do not need a profile to conduct searches in SPIN. All Miami faculty, staff, and students have access to SPIN’s search functions while they are on campus or connected to Miami’s VPN. You will need a profile if you want to save your searches and if you want to receive automated emails alerting you to opportunities relevant to your saved searches. For more about accessing SPIN and creating a profile, read this post.

SPIN has three types of searches — text, keyword, and advanced. The text search interface is displayed by default when you first access SPIN. The keyword and advanced search interfaces can be accessed by hovering over Search in the black menu ribbon near the top of the screen and then selecting the desired interface from the drop-down menu.

Text search

Text search works just like searching for something on Google or another search engine.

Simply type in your search terms and then click the Locate Funding button to the right of the search box.

You can use operators to help ensure your search returns more relevant results. The following “Text Search Help” information can be found by hovering over Help in the black menu ribbon near the top of the screen and selecting Search Help and then Text Search from the drop-down menus:

SPIN’s Text Search allows you to search all the text associated with opportunity records by simply typing the word(s) you want to search for in the search box and clicking Locate Funding. Your search criteria will be matched against opportunity title, sponsor name, synopsis, objectives, funding opportunity number, contact email address, keywords, and several other fields. Inflectional forms of search terms are automatically included. For example, if you type in ‘test’, programs will be searched for ‘test’, ‘tests’, ‘tested’, and ‘testing’ by default.

You can also build complex searches using various logic and grammar parsing. The commands can be combined together, along with parenthetical logic to dictate the order of operations, to build complex queries to precisely define your search. For example, you might search for: “science education” OR STEM –cells to find all opportunities (based on your preferences and filter settings) that include the words science and education adjacent to one another in that order as well as opportunities that have the word stem in them but will exclude opportunities that include stem cell.

The table below lists common examples of the syntax that can be used when constructing text queries.

Example Input Description
Scientific research Searches for records containing ‘scientific’ and ‘research’ or their inflectional forms.
Scientific OR research Searches for records containing ‘scientific’ or ‘research’ or their inflectional forms.
“Scientific research” Wrapping terms in double quotes searches for records containing the phrase ‘scientific research.’
Scientific -research Inserting a minus symbol before a term searches for records containing ‘scientific’ and not ‘research.’
+scientific Inserting a plus symbol before a term performs search after disabling expansion for inflectional forms.
Scient* Appending an asterisk to a term invokes a wildcard search: searches for records containing ‘scient’ and any suffix.
<scientific research> Wrapping terms in angled brackets searches for records containing ‘scientific’ and ‘research’ and ranks results by the proximity of the two.

Keyword  search

A major advantage to using the keyword search is that you can be sure you are searching for records using the same vocabulary that InfoEd staff use when they catalog the records. That’s because you will select the terms from a pick list provided within SPIN.

To access keyword search, hover over Search in the black menu ribbon and select Keyword Search from the drop-down menu.

Next, click the Select Keywords link above the search box.

In the resulting pop-up window, you will see a list of keywords in the box labeled “CATEGORY 1.”

Click on any keyword to see a list of sub-categories, which will be displayed in a box labeled “CATEGORY 2.” Any keyword in the “CATEGORY 2” box that has a > next to it can be clicked to produce a list of sub-sub-categories, which will be displayed in a box labeled “CATEGORY 3.”

To select any keyword, check the box next to it in the “Choose keywords” box that appears below the categories boxes. Selected keywords will be displayed in the “Selected keywords” box to the right of the “Choose keywords” box.

To remove a keyword from the “Selected keywords” column, simply click on the keyword in that box.

When all the desired keywords are in the “Selected keywords” column, click the Save Selections and Continue button in the upper right of the pop-up window.

The pop-up window will close and your chosen keywords will be automatically populated into the search box. Be sure the desired operator is selected (“AND” searches for only those records that contain all of the chosen keywords; “OR” searches for records that contain at least one of the selected keywords). Finally, click the Locate Funding button to display the search results.

Advanced search

Advanced search is the most flexible search option because it gives you access to every field in the database record — from contact fax number to sponsor type.

To access advanced search, hover over Search in the black menu ribbon and select Advanced Search from the drop-down menu.

Advanced search works by selecting a database field and an operator from drop-down menus, and then entering a search term.

The logic of the operators will change to be consistent with the record field selected. For instance, when “Full Program” is selected the logic is “Contains”/”Does Not Contain.” When “Deadlines” is selected the logic is “Equal To”/”Greater Than”/”Greater Than or Equal To”/”Less Than”/”Less Than or Equal To”/”Not Equal To.”

With some record fields (e.g., “Sponsor”), when you begin typing in the search term field, SPIN will employ predictive text to offer suggestions. To select a suggestion, simply click on it.

To search an additional field at the same time, click on the Add New button near the top of the page. You can continue using the Add New button to add as many fields to your search as you’d like. You can remove a field from your search by clicking on the x in the far right of its row.

Once you have added the desired fields, click the Locate Funding button.

Saving  searches

To save searches, you must have a profile and you must be signed in (more here). There are a couple of reasons you might want to save a search:

  • So that you can run it again at a later time with a single click.
  • So that you receive automated emails alerting you to opportunities that match your search.

Any time you conduct a text, keyword, or advanced search while you are signed into SPIN, you will see a “Save” button to the right of the “Locate Funding” button on the search results page. To save your search, click the Save button, fill in the requested information and make the desired selections in the resulting pop-up window, and then click the Save Changes button.

Note that the pop-up window contains this question: “Would you like to configure SMARTS automation?” SMARTS automation is a function that allows you to automatically receive updates when existing results from this particular search are updated or when new results for this particular search are added. To enable this feature, select HTML or Plain Text from the upper drop-down menu, adjusting the notification frequency in the lower drop-down menu. (This feature can also be enabled and adjusted in the “Funding Alerts” menu.)

Working with saved searches

To view your saved searches, hover over Saved Searches in the black menu ribbon and select Manage Saved Searches from the drop-down menu. To re-run a saved search, click the icon in the “Run” column (far left). To delete a saved search, click on the trash can icon in the “Delete” column (far right). When you’re finished, click the Save Changes button.

Next time

In the next SPIN post, we’ll show you how to work with records and bookmarks and how to create reports.


Magnifying glass image by Kate Ter Haar via Flickr, used under Creative Commons license

 

Preferences, filters can help target searches in SPIN

Screen shot of SPIN search results.

Since August, Miami University has subscribed to InfoEd’s SPIN Global Suite, a database of sponsored funding opportunities. This is the fourth in a series of posts (the others are here, 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 do not need a profile to conduct searches or to set preferences and filters in SPIN. However, if you want to save your preferences/filters so that they are active when you access SPIN in the future, you will need a profile and you will need to login to SPIN each time you use it. For more about accessing SPIN and creating a profile, read this post.

Setting preferences and filters

Setting preferences and filters in SPIN helps target results to weed out opportunities that may not be relevant to your situation. For instance, if you are a faculty member, you could set your preferences to exclude opportunities for which only students are eligible to apply.

One preference we recommend most users change from the default is whether SPIN displays opportunities that may already be closed. By default, SPIN does not display these opportunities. That means that if a program has a deadline of March 1 and it is now March 15, SPIN will not display that program in its list of search results. However, it can be useful for researchers to be aware of these opportunities as they plan their future submissions, so we recommend changing preferences to include these opportunities. Instructions for making this change are outlined below and may serve as a model for making other adjustments to preferences so that search results are as relevant as possible.

To change the default “Closed Opportunities” preference:

  • Hover over Preferences in the black menu bar.
  • Select the preference you would like to adjust, in this case Closed Opportunities.
  • In the resulting pop-up window, use the options button to change the “Closed Opportunities” field  from “Exclude” to Include.
  • Click the Save and Exit button.

Screenshot of SPIN preferences with "Search Options" pop-up window. Visible text: Menu bar: Search. Preferences. Saved Searches. Funding Alerts. Bookmarks. Help. Search Screen: Clear. Locate Funding. You have no additional filters active. Click here to edit them. Pop-up window: SPIN Search Options. Limit Search to Newly Created Programs (in days) 7. Limit Search to Recently Updated Programs (in days) 7. Use Search Text Synonyms. Include US Federal Opportunities. Include Limited Submission Opportunities. Drop-down menu: Exclude. Include. Exclude. Only. Include opportunities that may no longer be available. Dollars. Select Currency Display*. . . . sion rates provided by XE.com. Terms of Use. Save and Exit. Exit.

Once you have set a preference, you’ll see this text under the search box in any type of search: “You have additional filters active. Click here to edit them.”  To edit multiple preferences at once:

  • Click on Click here to edit them.
  • On the “Current Settings” page, click on the Edit button in the top right corner of the group of preferences you want to adjust. (To remove all preferences/filters and start over with SPIN’s default settings, click Reset Filters on this page.)
  • In the resulting pop-up window, adjust your settings. Note that there are multiple tabs across the top: “Applicant Location,” “Applicant Type,” “Project Type,” “Project Location,” “Citizenship,” and “Sponsor Type.” You will select your preferences the same way you did in the keyword search – by dragging and dropping them from the left, options box into the right, “Chosen” box. (You can also select options and use the arrow button in the middle to move them to the “Chosen” box.)
  • Once you have your preferences adjusted, click the Save and Exit button in the lower right of the pop-up window.

Screenshot of SPIN filters screen with "SPIN Category Filters" pop-up window. Visible text: Miami University. SPIN. World's Largest Database of Sponsored Funding Opportunities. Miami University. Sign In. Menu bar: Search. Preferences. Saved Searches. Funding Alerts. Bookmarks. Help. Current Settings: Anonymous User. Back to Previous Page. Reset Filters. Category Filters. Applicant Location: Edit. Pop-up window: SPIN Category Filters. Tabs: Applicant Location. Applicant Type. Project Type. Project Location. Citizenship. Sponsor Type. This will ensure that you only receive opportunities available to applicants based in your location. If nothing is selected, the system will not filter on this field. Select. Applicant Locations. Expand. Collapse. Applicant Locations Box: Africa, Americas, Antarctic, Asia, Europe, Oceania. Chose Applicant Locations. Expand. Collapse. Help. Save and Exit. Exit.

More help

If you need more help working with preferences and filters, watch this training video.  (More training videos can be found in SPIN by hovering over Help in the menu bar and selecting Training Videos.)


Filter photo by Lindsey Turner via Flickr, used under Creative Commons license

 

View and bookmark records and create reports in SPIN

Screen shot of SPIN search results.

Since August, Miami University has subscribed to InfoEd’s SPIN Global Suite, a database of sponsored funding opportunities. This is the third in a series of 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:

Screen shot of SPIN search results.

To get a preview for any opportunity in the list, click the + in the far left column, next to the “SPIN ID” for the opportunity.

Screenshot of SPIN results screen, with an opportunity expanded to show preview. Visible text: Results Found: 244. Reset Filters. Export. Group by: drag and drop a column header to this section. Column headers: SPIN ID. Opportunity Title. Sponsor Name. Sponsor Number. Deadline Date. Funding Amount. Bookmark. Table row 1: -. 32220. Society for Humanistic Anthropology. 15-Sep-2015. 100.00 USD. +. Detail Field Name. Detail Field Data. Contact Name: Billie Jean Isbell, President of SHA. Contact Telephone:. Contact Email: shapoetrycompetition@gmail.com. Sponsor Website: http://www//aaanet.org/sections/sha. Program URL: http://www.aaanet.org/sections/sha/201502//2015-sha-ethnograhic-poetry-competition/. Deadline Dates (ALL): 15-Sep-2015. Synopsis: The sponsor offers an annual poetry competition for poetry exploring anthropological concerns in the fields of archaeology, biology, linguistic, sociocultural and applied anthropology. Table Row 2: +. 85299. Condon Prize for Best Student Essay in Psychological Anthropology. Society for Psychological Anthropology. 01-Aut-2015. 500.00 USD. +. Table Row 3: +. 94537. Wellcome Medal for Anthropology as Applied to Medical Problems. Royal Anthropological Institute. 30-Nov-2014. 840.20 USD. +.

To see a preview for all opportunities on the page, check the box in the far left column header. (If you go on to view subsequent pages of results, you will have to repeat this step to view previews on those pages.)

Screenshot of SPIN results screen, with all opportunities expanded to show preview. Visible text: Results Found: 244. Reset Filters. Export. Group by: drag and drop a column header to this section. Column headers: SPIN ID. Opportunity Title. Sponsor Name. Sponsor Number. Deadline Date. Funding Amount. Bookmark. Table row 1: -. 32220. Society for Humanistic Anthropology. 15-Sep-2015. 100.00 USD. +. Detail Field Name. Detail Field Data. Contact Name: Billie Jean Isbell, President of SHA. Contact Telephone:. Contact Email: shapoetrycompetition@gmail.com. Sponsor Website: http://www//aaanet.org/sections/sha. Program URL: http://www.aaanet.org/sections/sha/201502//2015-sha-ethnograhic-poetry-competition/. Deadline Dates (ALL): 15-Sep-2015. Synopsis: The sponsor offers an annual poetry competition for poetry exploring anthropological concerns in the fields of archaeology, biology, linguistic, sociocultural and applied anthropology. Table Row 2: +. 85299. Condon Prize for Best Student Essay in Psychological Anthropology. Society for Psychological Anthropology. 01-Aut-2015. 500.00 USD. +. Detail Field Name. Detail Field Data. Contact Name: Harold Odden. Contact Email: Oddenh@ipfw.edu. Sponsor Webiste: http://www.aaanet.org/about/Prizes-Awards/all_prizes_awards.cfm. Program URL: http://www.aaanet.org/sections/spa?page_id=66. Deadline Dates (ALL): 01-Aut-2015. Synopsis: The Society for Psychological Anthropology solicits entries for the 2015 Richard G. Condon Prize for the best student essay in psychological anthropology. The winner will be recognized at the SPA Business Meeting in Washington, DC. Table Row 3: +. 94537. Wellcome Medal for Anthropology as Applied to Medical Problems. Royal Anthropological Institute. 30-Nov-2014. 840.20 USD. +. Detail Field Name. Detail Field Data. Contact Name: Office Manager. Contact Telephone: 44 (0)20 7387 0455. Contact Email: admin@therai.org.uk. Sponsor Website: https://www.therai.org.uk/awards/prizes. Program URL: https://www.therai.org.uk/awards/prizes/wellcome-medal-for-anthropology-as-applied-to-medical-problems. Deadline Dates (ALL): 30-Nov-2014. Synopsis: The Wellcome Medal for Anthropology as Applied to Medical Problems is awarded biennially for a body of published work which makes, as a whole, a significant contribution to research in anthropology as applied to medical problems.

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

Screenshot of a SPIN opportunity record. Visible text: Miami University. SPIN. World's largest database of Sponsored Funding Opportunities. Heather Johnston. Miami University. Sign Out. Ethnographic Poetry Competition. Sponsor Name: Society for Humanistic Anthropology. + Bookmark Program. Tabs: Opportunity Description [highlighted]. Eligibility Requirements. Funding Guidelines. Sponsor Information. Synopsis: The sponsor offers an annual poetry competition for poetry exploring anthropological concerns in the fields of archaeology, biology, linguistic, sociocultural and applied anthropology. Program Objectives: The Society for Humanistic Anthropology announces the annual poetry competition as a means to encourage scholars to use alternative literary genres to explore anthropological concerns. These concerns may be any of those associated with the fields of anthropology: archaeological, biological, linguistic, sociocultural, and applied. Keywords: Poetry. Anthropology. Cultural/Social Anthropology. Ethnography. Box header: Funding Opportunity Number: Box data: CFDA Number: Deadline Date: 15-Sep-2015. All Deadline Dates: 15-Sep-2015. Deadline Type: Postmark. Established Date: 11-Mar-2013. Last Revised Date: 20-May-2015. Next Followup Date: 01-Jun-2016. Box header: Institution Instructions. Box Data: Office for the Advancement of Research & Scholarship. Miami University. 501 East High Street. 102 Roudebush Hall. Oxford, OH 45056. 513-529-3600. oars@MiamiOH.edu. MiamiOH.edu/research.

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.

Screenshot of search results sorted by Opportunity Title. Visible text: Results found: 244. Reset Filters. Export. Group by: drag and drop a column header to this section. Column headers: SPIN ID. Opportunity Title. Sponsor Name. Sponsor Number. Deadline Date. Funding Amount. Bookmark. Table Row 1: 71206. A.J. Ldman Exemplary Service Award. American Association of Anatomists. 15-Aug-2015. 1,000.00 USD. +. 03577, AARG Mher Downing Distinguished Service Award (Temporarily Suspended). AIDS and Anthropology Research Group (AARG). None Posted. Not Specified. +. 03748. AARG Ray Buck, SJ, Undergraduate Student Prize. AIDS and Anthropology Research Group (AARG). 01-Oct-2015. Not Specified. +.

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.

Screenshot of search results sorted by Opportunity Title, then Deadline Date. Visible text: Results found: 244. Reset Filters. Export. Opportunity Title. Deadline Date Column headers: SPIN ID. Opportunity Title. Sponsor Name. Sponsor Number. Deadline Date. Funding Amount. Bookmark. Table Row 1: Opportunity Title: A.J. Ladman Exemplary Service Award. Deadline Date: 15-Aug-2015. 71206. A.J. Ladman Exemplary Service Award. American Association of Anatomists. 15-Aug-2015. 1,000.00 USD. +. Table Row 2: Opportunity Title: AARG Moher Downing Distinguished Service Award (Temporarily Suspended). Deadline Date: null. 03577, AARG Moher Downing Distinguished Service Award (Temporarily Suspended). AIDS and Anthropology Research Group (AARG). None Posted. Not Specified. +. Table Row 3: Opportunity Title: AARG Ray Bucko, SJ, Undergraduate Student Prize. Deadline Date: 01-Oct-2015. 03748. AARG Ray Buck, SJ, Undergraduate Student Prize. AIDS and Anthropology Research Group (AARG). 01-Oct-2015. Not Specified. +.

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.

Screenshot of SPIN results screen, with bookmark pop-up window. Visible text: Results Found: 244. Reset Filters. Export. Group by: drag and drop a column header to this section. Column headers: SPIN ID. Opportunity Title. Sponsor Name. Sponsor Number. Deadline Date. Funding Amount. Bookmark. Table row 1: -. 32220. Society for Humanistic Anthropology. 15-Sep-2015. 100.00 USD. Table Row 2: +. 85299. Condon Prize for Best Student Essay in Psychological Anthropology. Society for Psychological Anthropology. 01-Aut-2015. 500.00 USD. Table Row 3: +. 94537. Wellcome Medal for Anthropology as Applied to Medical Problems. Royal Anthropological Institute. 30-Nov-2014. 840.20 USD. Table Row 4: +. 21493. Fiction Competition. Society for Humanistic . . . 01-May-2015. 100.00 USD. +. Pop-up window: Create new group. Select existing group: Thurston, Amador, Test, Food Studies Institute. Save. Close.

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.

Screenshot of SPIN with Bookmarks menu expanded. Visible text: Miami University. SPIN. World's Largest Database of Sponsored Funding Opportunities. Heather Johnston. Miami University. Sign Out. Menu Ribbon: Search. Preference, Saved Searches. Funding Alerts. Bookmarks. Administration. Help. Bookmarks menu: Manage Bookmarks. Public Bookmarks. Thurston. Amador. Test. Food Studies Institute. Humanities Center. Global Health. Food Studies Institute option expanded: Community Food Projects Competitive Grants Program. Native Agriculture and Food Systems (NAFSI) Sch . . . Request for Proposals for Field Research: Susta . . . Bunge North America Scholarship. PLANET Academic Excellence Foundation Scholarsh . . . Grants Program. Crop Protection and Pest Management Competitive . . . Grants Program. Corporate Giving Program. Search results box: Results Found: 244. Group by: drag and drop a column header to this section. Column headers: SPIN ID. Opportunity Title. Sponsor Name. Sponsor Number. Deadline . . . Table Row 1: +. 32220. Ethnographic Poetry Competition. Society for Humanistic Anthropology. 15-Sep . . .

 

To remove a bookmark group, hover over Bookmarks in the menu ribbon and then click on Manage Bookmarks. On the next screen, click the X 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 + 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 X in the far right “Delete” column for the row of the opportunity you want to remove from your bookmarks. Finish by clicking the blue Save Changes button to the upper right of the bookmark table.

Screenshot of SPIN "Manage Bookmarks" screen. Visible text: Bookmarked Opportunities. Save Changes. Column headers: Group Name. Shared. Delete. Table Row 1: +. Thurston. X. Table Row 2: +. Amador. X. Table Row 3: +. Test. X. Table Row 4: -. Food Studies Institute. [check mark]. X. Food Studies Institute table: Column headers: SPIN ID. Opportunity Title. Sponsor Name. Sponsor Number. Deadline Date. Last Revised. Delete. Table Row 1: Community Food Projects Competitive Grants Program. National Institute of Food and Agriculture/Department of Agriculture. USDA-NIFA-CFP-005415. 14-Oct-2015. X. Table Row 2: 49163. Native Agriculture and Food Systems (NAFSI) Scholarship. First Nations Development Institute. 03-Aug-2015. X.

 

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 + in the far left column for the row of the group you want to create the report on.
  • Hover over Export to the upper right of the search results or bookmarks table.
  • Select To MS Word or To MS Excel, depending on your preference.
  • Follow the prompts to download your report.

Screenshot of SPIN "Manage Bookmarks" screen with Export menu expanded. Visible text: Bookmarked Opportunities. Save Changes. Export. Export menu: To MS Word. To MS Excel. Column headers: Group Name. Shared. Delete. Table Row 1: +. Thurston. X. Table Row 2: +. Amador. X. Table Row 3: +. Test. X. Table Row 4: -. Food Studies Institute. [check mark]. X. Food Studies Institute table: Column headers: SPIN ID. Opportunity Title. Sponsor Name. Sponsor Number. Deadline Date. Last Revised. Delete. Table Row 1: Community Food Projects Competitive Grants Program. National Institute of Food and Agriculture/Department of Agriculture. USDA-NIFA-CFP-005415. 14-Oct-2015. X. Table Row 2: 49163. Native Agriculture and Food Systems (NAFSI) Scholarship. First Nations Development Institute. 03-Aug-2015. X.

 

 

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

A hand holds a magnifying glass up to the sky. In the glass, clouds are magnified. Visible in the background are more sky, trees, grass, and a body of water.

Learn how to conduct searches in SPIN

Screen shot of SPIN search results.

Since August, Miami University has subscribed to InfoEd’s SPIN Global Suite, a database of sponsored funding opportunities. This is the second in a series of posts (the first is 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 do not need a profile to conduct searches in SPIN. All Miami faculty, staff, and students have access to SPIN’s search functions while they are on campus or connected to Miami’s VPN. You will need a profile if you want to save your searches and if you want to receive automated emails alerting you to opportunities relevant to your saved searches. For more about accessing SPIN and creating a profile, read this post.

SPIN has three types of searches — basic, keyword, and advanced. The basic search interface is displayed by default when you first access SPIN. The keyword and advanced search interfaces can be accessed by hovering over Search in the black menu ribbon near the top of the screen and selecting the desired interface.

Basic search

Basic search works just like searching for something on Google or another search engine.

Simply type in your search terms and then click the blue Locate Funding button to the right of the search box.

Screenshot of the SPIN homepage.

You can use operators to help ensure your search returns more relevant results. The following “Basic Search Help” information can be found by hovering over Help in the black menu ribbon near the top of the screen:

This version of SPIN Search integrates with a modern full-text search engine. It is designed to allow you to perform as simple or as complex of a search as you would like to. Searches are carried out against the entire text of the SPIN programs; this includes opportunity titles, sponsor names, synopses, objectives, as well as funding opportunity numbers, email addresses, keywords, and several other fields.

The search automatically invokes inflectional forms of the entered words. For example, a search for test will scan all SPIN programs for: test, tests, tested, and testing. This can be disabled by inserting a plus sign (+) before the search term, as shown below.

The search also has the ability pass the entered terms through an integrated thesaurus, potentially expanding the terms being searched for. For example, a search for cancer will scan all SPIN programs for: cancer, carcinogens, chemotherapy, tumors, oncology, and other terms. This can be invoked for all terms entered by simply enabling the Find Similar Terms checkbox, or by inserting a ‘~’ before each individual term you want passed through the thesaurus. Note that enabling the Find Similar Terms checkbox will not expand quoted strings (e.g. “search term”) via the thesaurus by default. You must insert a ~ before the quoted string, as shown below.

The search also contains a number of capabilities to build complex searches with various logic and grammar parsing. The commands can be combined together, along with parenthetical logic to dictate the order of operations, for building complex queries defining exactly what you are looking for.

Example Input Description
Scientific research Searches for records containing ‘scientific’ and ‘research’ or their inflectional forms.
Scientific OR research Searches for records containing ‘scientific’ or ‘research’ or their inflectional forms.
“Scientific research” Wrapping terms in double quotes searches for records containing the phrase ‘scientific research.’
Scientific -research Inserting a minus symbol before a term searches for records containing ‘scientific’ and not ‘research.’
+scientific Inserting a plus symbol before a term performs search after disabling expansion for inflectional forms.
<scientific research> Wrapping terms in angled brackets searches for records containing ‘scientific’ and ‘research’ and ranks results by the proximity of the two.
~Scientific research Inserting a tilde searches for records containing ‘scientific’ or its related terms in the thesaurus, and ‘research.’
~”Scientific research” Inserting a tilde before a quoted phrase searches for records containing the phrase ‘scientific research’ or its related terms in the thesaurus.

Keyword  search

A major advantage to using the keyword search is that you can be sure you are searching for records using the same vocabulary that InfoEd staff use when they catalog the records. That’s because you will select the terms from a pick list provided within SPIN.

To access, keyword search, hover over Search in the black menu ribbon and select InfoEd Keyword Search from the drop-down menu.

Next, click the Select Keywords link above the search box.

Screenshot of SPIN Keyword Search screen. Visible text: Miami University. SPIN. World's largest database of sponsored funding opportunities. Heather Johnston. Miami University. Sign Out. Search. Preferences. Saved Searches. Funding Alerts. Bookmarks. Administration. Help. Select Keywords. AND. OR. Clear. Locate Funding. You have additional filters active. Click here to edit them.

In the resulting pop-up window, you will see two columns — “Available Keywords” on the left and “Chosen Keywords” on the right.

Screenshot of SPIN Keyword Search screen with Keywords pop-up box. Visible text: Miami University. SPIN. World's largest database of sponsored funding opportunities. Heather Johnston. Miami University. Sign Out. Search. Preferences. Saved Searches. Funding Alerts. Bookmarks. Administration. Help. Select Keywords. AND. OR. Clear. Locate Funding. You have additional filters active. Click here to edit them. In pop-up window: Search. Select keywords from the SPIN controlled vocabulary to use in your search. Select. Available Keywords. Expand. Collapse. International/Geographical Regions. Agriculture/Food Sciences/Foods. Arts/Humanities/Cultural Activities. Behavioral/Social Sciences. Education. Engineering. Health and Safety/Medical Sciences/Biomedical. Law. Management/Commerce. Science & Technology/Mathematics/Computer Science. Other (Any/All Disciplines). Energy. Save Selections and Continue. Exit. Help.

Click on the + next to each field keyword to expand it to display keywords for sub-fields.

Screenshot of SPIN Keywords pop-up box. Visible text: Search. Select keywords from the SPIN controlled vocabulary to use in your search. Select. Available Keywords. Expand. Collapse. Engineering. Aeronautical/Astronautical Engineering. Ceramic Engineering. Chemical Engineering. Civil Engineering. Electrical Engineering/Electronics. Industrial Engineering. Mechanical Engineering. Mining Engineering. Materials Processing Engineering. Nano-Materials. Petroleum Engineering. Photogrammertry. Computer-Aided Engineering. Global Positioning Systems (GPS). Health and Safety/Medical Sciences/Biomedical. Selections and Continue. Exit. Help.

To add a keyword to your search, do one of the following:

  • Select the keyword in the left column and then click the  between the columns or
  • Drag the keyword from the left column and drop it in the right.

Screenshot of SPIN Keywords pop-up box. Visible text: Search. Select keywords from the SPIN controlled vocabulary to use in your search. Select. Available Keywords. Expand. Collapse. Visible text in the Available Keywords column: Engineering. Aeronautical/Astronautical Engineering. Chemical Engineering. Civil Engineering. Electrical Engineering/Electronics. Industrial Engineering. Mechanical Engineering. Mining Engineering. Nano-Materials. Petroleum Engineering. Photogrammertry. Computer-Aided Engineering. Global Positioning Systems (GPS). Health and Safety/Medical Sciences/Biomedical. Law. Management/Commerce. Visible text in the Chosen Keywords box: Ceramic Engineering. Materials Processing Engineering. Other visible text: Save Selections and Continue. Exit. Help.

To remove a keyword from the “Chosen Keywords” column, select it and click the ← between the columns. To clear all of the keywords from the “Chosen Keywords” column, click the << between the columns.

When all the desired keywords are in the “Chosen Keywords” column, click the blue Save Selections and Continue button in the lower right of the pop-up window.

The pop-up window will close and your chosen keywords will be automatically populated into the search box. Be sure the correct operator is selected (“AND” searches for only those records that contain all of the chosen keywords; “OR” searches for records that contain at least one of the selected keywords). Finally, click the blue Locate Funding button to display the search results.

Screenshot of SPIN Keyword Search screen. Visible text: Miami University. SPIN. World's largest database of sponsored funding opportunities. Heather Johnston. Miami University. Sign Out. Search. Preferences. Saved Searches. Funding Alerts. Bookmarks. Administration. Help. Select Keywords. AND. OR. Text visible in the search box: Ceramic Engineering (52), Materials Processing Engineering (24). Other visible text: Clear. Locate Funding. ou have additional filters active. Click here to edit them.

Advanced search

Advanced search is the most flexible search option, but it is probably the least intuitive.

To access, advanced search, hover over Search in the black menu ribbon and select Advanced Search from the drop-down menu.

Advanced search works by using expressions and groups. To add an expression, click the green + icon in the gold box.

Screenshot of SPIN Advanced Search screen with an expression added. Visible text: Miami University. SPIN. World's largest database of sponsored funding opportunities. Heather Johnston. Miami University. Sign Out. Search. Preferences. Saved Searches. Funding Alerts. Bookmarks. Administration. Help. AND. Full Program, Contains. Locate Funding. You have additional filters active. Click here to edit them.

By default you will be searching the full program, but if you want to search a specific part of the record, you can click on Full Program and select a field from the drop-down menu. The logic of the expression will change to be consistent with the record field selected. For instance, when “Full Program” is selected the logic is “Contains”/”Does Not Contain.” When “Deadlines” is selected the logic is “Equal To”/”Greater Than”/”Greater Than or Equal To”/”Less Than”/”Less Than or Equal To”/”Not Equal To.” You can toggle between these options by clicking on the default logic and then selecting the desired logic from the drop-down menu.

Enter your search terms in the box next to “Contains.” With some record fields (e.g., “Sponsor”), SPIN will try to guess what you’re looking for and offer suggestions in a drop-down menu. To select an item in the drop-down menu, click it. To select an item not in the drop-down menu, keep typing until the desired item appears in the drop-down menu.

Screenshot of SPIN Advanced Search screen with an expression added. Visible text: Miami University. SPIN. World's largest database of sponsored funding opportunities. Heather Johnston. Miami University. Sign Out. Search. Preferences. Saved Searches. Funding Alerts. Bookmarks. Administration. Help. AND. Sponsor. Equal To. Text in search box: National. Text in drop-down menu: National Academic Advising Association. National Academies. National Academy of Education. National Academy of Neuropsychology. National Academy of Sciences. National Academy of Social Insurance. National Advisory Committee on. Other visible text: Locate Funding. You have additional filters active. Click here to edit them.

To add a group, click the blue + icon in the gold box. An “AND” operator will be populated by default. To change it to “OR,” click on AND and select OR from the drop-down menu.  To add an expression to the newly created group, click the green + icon in the gold box of the group you just added. Continue, adding as many expressions and groups as desired. You can remove an expression or group by clicking on the x in the far right of its box.

Once you have added the desired expressions and groups, click the blue Locate Funding button.

Screenshot of SPIN Advanced Search screen with an expressions and groups added. Visible text: Miami University. SPIN. World's largest database of sponsored funding opportunities. Heather Johnston. Miami University. Sign Out. Search. Preferences. Saved Searches. Funding Alerts. Bookmarks. Administration. Help. AND. Sponsor, Equal To. National Academy of Neuropsy. OR. Sponsor Type, Equal To. US Federal. AND. Eligibility Contains. higher education. AND Funding Detail, Contains. neuropsychology. Locate Funding. You have additional filters active. Click here to edit them.

Saving  searches

To save searches, you must have a profile and you must be signed in (more here). There are a couple of reasons you might want to save a search:

  • So that you can run it again at a later time with a single click.
  • So that you receive automated emails alerting you to opportunities that match your search.

Any time you conduct a basic, keyword, or advanced search while you are signed into SPIN, you will see a blue “Save” button to the right of the “Locate Funding” button on the search results page. To save your search, click the Save button, fill in the requested fields and make the desired selections in the resulting pop-up window, and then click the blue Save Changes button.

Screenshot of SPIN Basic Search screen with Save Current Search pop-up window. Visible text: Miami University. SPIN. World's largest database of sponsored funding opportunities. Heather Johnston. Miami University. Sign Out. Search. Preferences. Saved Searches. Funding Alerts. Bookmarks. Administration. Help. Text in search box: neuropsychology. Other visible text: Clear. Locate Funding. Save. You have additional filters active. Click here to edit them. Results found: 21. Reset Filters. Export. Group by: drag and drop a column header to this section. Column headers: SPIN ID. Opportunity Title. Sponsor Name. Sponsor Number. Deadline Date. Funding Amount. Bookmark. Text in pop-up window: Save Current Search. Search name. User. Would you like to configure SMARTS automation? Help. Note: This can be setup or edited under Funding Alerts later. Receive email updates? None. Update frequency None. Save Changes. Cancel.

Note that the pop-up window contains this question: “Would you like to configure SMARTS automation?” SMARTS automation is a function that allows you to automatically receive updates when existing results from this particular search are updated or when new results for this particular search are added. To enable this feature, select HTML or Plain Text from the upper drop-down menu, adjusting the notification frequency in the lower drop-down menu. (This feature can also be enabled and adjusted in the “Funding Alerts” menu.)

Working with saved searches

To view your saved searches, hover over Saved Searches in the black menu ribbon and select Manage Saved Searches. To re-run a saved search, click the > in the “Run” column (far left). • To delete a saved search, click on the X in the “Delete” column (far right). When you’re finished, click the blue Save Changes button.

Screenshot of SPIN Manage Saved Searches screen. Visible text: Miami University. SPIN. World's largest database of sponsored funding opportunities. Heather Johnston. Miami University. Sign Out. Search. Preferences. Saved Searches. Funding Alerts. Bookmarks. Administration. Help. Manage Saved Searches. Column headers: Run. Search Name. Created Date. Date Last Used. Shared. Delete. Displaying items 1- 1 of 1. Save Changes.

Next time

In the next SPIN post, we’ll show you how to work with records and bookmarks and how to create reports.


Magnifying glass image by Kate Ter Haar via Flickr, used under Creative Commons license

 

Papers are laid out across a table. A pen sits on one stack of paper. The paper in the center of the frame has handwritten annotations and highlighting. A Macbook is visible in the background.

OARS & ORU offer training and other events this fall

35 different colored squares are arranged in a calendar grid. 31 of the squares are labeled with the numbers 1 through 31, representing days of the month.

This fall, OARS and the Office of Research for Undergraduate (ORU) are pleased to offer training and other events designed to contribute to the success of Miami’s researchers, scholars, and creative artists. Details are available below.


eSPA training

All Miami faculty – regardless of discipline or target agency – who submit proposals for external funding must now use eSPA for internal proposal routing and approval.

We strongly encourage any researcher/scholar who has not already attended eSPA training to participate in one of the following sessions (click on the date to register):

  • Wednesday, September 16, 10:00-11:30am in the B.E.S.T. Library instructional space (116 Laws Hall)
  • Thursday, September 24, 3:00-4:30pm in the B.E.S.T. Library instructional space (116 Laws Hall)

Each 90-minute training session provides an overview of the online system and walks through the steps involved in creating a proposal record, building a proposal, routing a proposal for approvals, and monitoring proposal and award activity.


SPIN training

As of August 1, 2015, InfoEd’s SPIN Global Suite replaces ProQuest’s Pivot as Miami’s source of information about funding opportunities.

OARS will offer two workshops in September designed to introduce researchers and scholars to SPIN and to help them learn to navigate this system. Click on one of the following dates to register.

  • Wednesday, September 9, 3:00-4:00pm in the B.E.S.T. Library instructional space (116 Laws Hall)
  • Tuesday, September 15, 9:00-10:00am in the B.E.S.T. Library instructional space (116 Laws Hall)

ORU open house

On Wednesday, September 2, from 10:30am to 2:00pm, the Office of Research for Undergraduates (ORU) will hold an open house in its Advanced Instructional Space (AIS) on the first floor of King Library. The open house provides both students and faculty an opportunity to learn more about ORU programming and funding opportunities. Students representing various programs and awards will be on hand to answer any questions and provide their perspective. For those who want to get involved in research but may be unsure how to get started, this is the perfect place to be! No registration is required.


 

NSF IBSS networking

To encourage the formation of interdisciplinary teams to submit proposals to the NSF’s Interdisciplinary Behavioral & Social Science (IBSS) program, OARS will host a networking event from noon to 1:00pm on Monday, September 14 in 104 Roudebush Hall. To attend this event, please register by Thursday, September 10.


Proposal writing workshop

This 6-week, hands-on workshop assists participants in developing a proposal for submission to an external funding agency.  The workshop is designed to:

  • Help participants identify external funding sources
  • Assist step-by-step with proposal development
  • Integrate peer review in the proposal development process
  • Familiarize participants with internal resources for funding, statistics, evaluation, and compliance
  • Introduce participants to institutional grant-writing and research-related resources
  • Educate participants on procedures and policies for institutional routing and submission of grant proposals to external sponsors

This workshop is appropriate for full-time faculty and staff who:

  • Are new to external funding
  • Value peer review
  • Desire set-aside time for proposal writing, development, and peer feedback
  • Have project goals and objectives already in mind

New participants who complete the workshop and submit a proposal for external funding within a year after the 6-week workshop are eligible to receive $500 in operating costs to support their research, educational, and creative endeavors.  Please note that only full-time, permanent employees are eligible for the $500 incentive.


Workshop participants should be able to meet weekly on the Oxford campus for a 1.5 hour working session (dates & times to be determined by participants’ schedules).  Attendance is necessary to ensure a successful experience for all participants. Therefore, those who miss more than one session will not be eligible for the $500 in incentive funds.

If you are interested and can make the time commitment, please complete this availability survey so that OARS may select a time to accommodate a majority of schedules.


Calendar image by Philip via Flickr. Research proposal notes image by Catherine Cronin via Flickr. Both used under Creative Commons license.