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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
Back to Contents
Back to Contents
I. SPINPlus
Back to Contents
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
SPIN
Funding Opportunities
database of national and
international government
and private funding
sources.
Global WWW network
and database of
investigator profiles of
scientific and scholarly
expertise.
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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Back to Contents
II. SPIN
Overview
Back to Contents
SPIN Overview
What is SPIN?
• Sponsored Programs Information Network (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.)
Back to Contents
SPIN Overview
SPIN is supported and maintained by editors who take source
…And
standardize
into an
easily
readable
format like this:
materials
like this it
recent
NIH
program
announcement...
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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
Back to Contents
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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Back to Contents
III. Accessing
SPIN
Back to Contents
To
access
Click
SPIN.SPIN, go to http://www.infoed.org. Click Access
Info.Office.
Accessing SPIN
Back to Contents
Back to Contents
IV. SPIN
Searching
Back to Contents
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)
SPIN Search Main
Page
Back to Contents
Quick Search
Quick Search
To perform a Quick Search, type the word(s) you
want to search for in the Quick Search for free text
box.
From the Find drop-down menu, select to search All
Words (AND logic), Any Words (OR logic), or Exact
Phrase.
From the in Fields… drop-down menu, select the
field(s) from which the Quick Search will look for your
words (Title, Objectives, Synopsis, or All.)
From the Return Results drop-down menu, select
the number of results you would like to view per
page.
From the in Database Type… drop-down menu,
specify the country database to search in which you
are geographically located.
From the Sort Order drop-down menu, choose the
order in which to sort your search results.
Click Search.
Back to Contents
Quick Search
To
narrow
your
current
search
results,
type the
word(s)
into
the
At
the
bottom
of
the
SPIN
Search
Results
page,
you
The
SPIN
Search
Results
page
will
appear
where
youcan
canfurther
view
Choose
the
fields
to
search.
Select
the
Search
Within
Existing
text
box.
refine
your
Quick
Search
results
or
perform
a
new
search.
your search results.
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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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.
Click Hyperlink
Categories to make
selections
Type a word or phrase
into the Free Text
Fields
Make selections from
the Drop-Down
Menus
Back to Contents
Advanced Search
Advanced Search Categories
Main categories and their purpose are described below.
Title Contains
Synopsis Contains
Database
Typeyou to
allows
allows you to
allowssearch
you to for
specify
the in the
Applicant Types
a word(s)
search
for
a
word(s)
country in which
you are
are used to
program
title.
Sponsor
Keywords
narrow a
in
the
program
located in order to find
describe
both
allows
youby
to a program’s
search
Synopsis.
you and your
relevant funding.
specify
particular
research
areas.
Eachthan 1 is
institution.
If more
Award
Types
funding agencies.
program
is Logic
chosen,
‘OR’
describe
theis used.
Citizenship
Geographical
categorized by
keywords.
type of field.
funding
allows you to search on Restrictions Objectives Contains
Most important
Locations Tenable
allows you to
you seek.
opportunities restricted allows you to
allows you to
for a word(s)
to a certain citizenship.
specify where Sponsor
yousearchType
specify where you
Deadline
Dates
Program
Numbers
in theforprogram
searches
are located.
would like to
allowyou
youto
to specify a
allow
Objectives.
groups
of sponsors.
carry out the award.
time period.
search a particular
SPIN
Target Groups
Program. searches for funding
that will directly benefit
Restrictions
a specific Proposal
population.
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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Advanced Search
Selecting Keywords
most common
utilize in Advanced
the Keywords
TheThe
Keywords
screencategory
appears.toKeywords
are brokenSearch
into 12ismajor
divisions. You
Keywords
are different
words/terms
that are used to describe the research areas
cancategory.
select keywords
in four
ways:
funded by a particular program. From the Advanced Search page, click
Keywords.
Specific
Keywords
Within a Major
Topic Area
Alphabetical
• Choose specific
Listing
•keywords
Choose specific
from an
keywords
within
a major
alphabetical
listing
of the
• Choose
an
entire
division
topic
area.
Keyword
Thesaurus.
of keywords by major topic
Entire Division
for a very broad search.
of Keywords
• Search for particular
keywords via the Search
Now
we will view
an example of
for
a Particular
Keyword
box.
how to search using the Search
for a Particular Keyword box.
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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Advanced Search
Selecting Keywords
Keywords that appear
in all caps on the list
indicate general
keywords. Selecting
these keywords will
To
select the
multiple
increase
number of
keywords
from
general “hits” the list,
hold
down the Control
returned.
OR
Logic
is
key (or Command
key
Once
you
have
automatically
on
a Mac) whileimposed
selected
keywords,
on selected
keywords.
clicking
the
mouse.
click Select then
Return to return to the
Advanced Search
page.
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Advanced Search
Selecting Keywords
You can also select Keywords using AND Logic. To select keywords using
AND Logic:
Selected
will
appear
infrom
the
text
box
below
the
Click
BooleanKeywords
AND
Logic
the
Advanced
Search
page.
Selected
ClickUse
thekeywords
keywords
second
(ex.
Cancer
link.
Biology)
The
Keywords
will appear
screen
in the
willtext
Click
the
first
Keywords
link.
The
Keywords
screen
will
appear
Keywords
category
andmake
will
automatically
be ANDED with the
box
appear
below
where
the
Keywords
you can
category.
keyword selections.
where
you
can
make
keyword
selections.
first selection of keywords (ex. Cancer Biology AND Breast
Cancer.)
Back to Contents
Advanced Search
After Keywords, focus the search by adding criteria under appropriate categories.
Geographic
Restrictions
should
used
to restrict
programs
based
oncarry
where
Locations
Tenable
allows
you
to be
specify
where
you
would
like
to goprograms
to
out
Choose
your
citizenship
and
Any/No
Restrictions
to
include
those
Select
Award
Types
if
you
are
looking
for
a
particular
funding
mechanism
Select
the
country
in
which
you
are
geographically
located
to
receive
relevant
To
exclude
programs
for
which
you
are
not
eligible,
select
Applicant
Types
you
are
located.
Choose
your
state, region(s),
and NO
RESTRICTIONS
the award.
Include
Any/No
Restrictions
tofunding
include
programs
that
doare
notto
specify
that
do
not
impose
citizenship
restrictions.
(ex.
Research
Grants/R&D
only)
to
exclude
mechanisms
you
not
results.
that
describe
both
the
individual
and
the
institution
applying
for
the
award.
include
programs
that do
impose
restrictions.
where the
award
must
benot
carried
out.geographic
interested
in
(ex. Fellowships,
Internships,
etc.)
Back to Contents
Advanced Search
Selecting Deadlines
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).
• 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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Advanced Search
View/Delete Search Criteria
You
To delete
can view
a search
and/orcriterion,
delete criteria
selectfrom
the check
a search
boxby
to clicking
the left of
thethe
View
Criteria/Delete
search item(s) that
Items
you
link
would
at the
like
toptoofremove.
the Advanced Search page or
the
Delete
Items
linktoatreturn
the bottom
the Advanced
Search
Click
Delete
Items
to the of
Advanced
Search
page. page.
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Advanced Search
View/Delete Search Criteria
To delete the entire search, click Clear Search.
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Advanced Search
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
include ONE
of thecategories.
Keywords, ONE of the Applicant Types, and
AND, OR,
or NOT
logicmust
is incorporated
among
ONE of the Award Types.
the example
below, in
order to OR
get results,
each program must include ONE of the
• In
Keywords:
Bleeding
Disorders
Blood Diseases
Keywords AND ONE of the Applicant Types, but NOT ONE of the Award Types.
• Applicant Types: College, 4-year OR Colleges/Universities
• Keywords: (Bleeding Disorders or Blood Diseases) AND
• Award Types: Research Grants/R&D
• Applicant Types: (College, 4-year or Colleges/Universities) BUT NOT
• Award Types: (Fellowships or Internships)
OR Logic
Within Fields
Back to Contents
Back to Contents
V. Saving
Searches
Back to Contents
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.
Back to Contents
Saving Searches
Setting up a SPIN Account
If
you
are
aanew
but
have
afirst
GENIUS
profile
and
would
like
to username
use
the
same
create
You
can
SPIN
also
elect
account
to
have
ascontact
aSPIN
time
automatically
user,
select
remember
the
First
your
Time
Users
option
and(Enter
button
IfTo
You
you
will
already
need
have
touser,
enter
saved
your
searches
in
information
SPIN,
you
and
can
create
select
athe
username
Existing
and
Users
The
SPIN
account
screen
will
appear.
Iftype
you
are
aCreate
first
time
user,
you
must
create
username
and
the
First
Time
Users
option
button
along
with
the an
(or)
and
password,
click
Continue.
or
can select
opt
tooption
always
in
the
information
yourself
by
your
password
Username
for password,
your
&you
Password)
saved
SPIN
searches.
button.
Click
Enter
your
Account
username
when
and
password
finished.
By
for
account
or
your
GENIUS
profile
username
password.
Use
GENIUS
Account
(Enter
your
Username
& and
Password)
option
Enter
selecting
the
option
button
that
specifies
your
SPIN
setting
saved
upuse
your
searches
personal
and
profile,
click
Continue.
you
can save
thepreference.
details
of
your button.
searches
and your
GENIUS
username
and
password
and click Continue.
automatically
reload
them
at anytime.
Back to Contents
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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Back to Contents
VI. Loading
Searches
Back to Contents
Loading Searches
Loading a Saved Search
You will
After
youbehave
prompted
saved to
at enter
least one
yoursearch,
SPIN username
you can re-run
and password.
that search
Click
Load Load
Search
to screen
load
search.
by clicking
The
Saved
Searches
Search
atthe
the
will
top
appear
or bottom
where
ofyou
the can
Advanced
select the
Search
Click Delete Search to delete the search.
page. button next to the search you would like to load.
option
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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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Back to Contents
VII. Viewing
Programs
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Viewing Programs
Running a Search
Once
you
select
your
search
criteria,
you
can
categorize
your results
Once
At
You
the
can
you
bottom
further
select
ofsort
the
your
your
Advanced
sort
search
options,
Search
results
you
can
page,
by selecting
set
categorize
the
number
a
Secondary
your
of search
search
resultsthat
by
Click
Run
Search
to
run
the
search.
results
and setThe
thenumber
numberofofresults
resultsyou
thatcan
willselect
be displayed
selecting
Sort.
will
be search
displayed
a Primary
per Sort.
page.
ranges from
per
page
before
running
the
search.
25-100.
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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.
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.
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Viewing Programs
Program Display Page
Once
youemail
clickthe
a Program
thetoentire
SPIN program
willthe
be displayed
You can
program Number,
information
a colleague
by clicking
E-mail
on
the
screen.
Programappear
details
into and
categories
forprogram
easier viewing.
Program
to
a Colleague
link. are organized
An
email
message
a Subject
SPIN
All you
have
to do iswill
enter yourwith
email
addressline
and thethe
person’s
email
Click
Send
Email.
information
in the you
Body
of sending
the email.
address
to which
are
the program.
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Viewing Programs
Program Display Page
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
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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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Back to Contents
VIII. SPIN
Reporting
Back to Contents
SPIN Reporting
Report/Destination Options
To Print or Save to File your search results, first select the programs you
After
your search
and
viewby
your
results,the
youcheck
can create
wouldyou
likerun
to include
in your
report
selecting
boxes reports
next to of
the
SPIN programs
from the
SPIN Search Results page.
appropriate
Program
Numbers.
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SPIN Reporting
Report/Destination Options
Click Build to build your report. You will see the SPIN programs you
Select
theinoutput
type.format you specified.
selected
the
report
Select your
report
format.
Report Options
Destination
Options
Back to Contents
SPIN Reporting
Report/Destination Options
Report and Destination options are described below.
Click here to view a
sample report in
Summary Format.
Full Program
Select
All Programs
displaysfrom
all program
will include
details
in your
in Full
report
Program
all programs
format,
from Thissponsor
including
screen information,
or the Wholedeadline
search date
depending
information,
on thesynopsis,
option
button that eligibility,
objectives,
you select.
and funding information.
Back to Contents
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
You may to
golaunch
to the
(where available)
sponsor’s
website
an e-mail
message
to
(wherecontact.
available)
the sponsor
You
may
go to the
to view/download
sponsor’s website
the application
guidelines.
(where available)
to download the full
program announcement.
Back to Contents
SPIN Reporting
Report/Destination Options
Report and Destination options are described below.
Click here to view a sample
report in Custom Layout.
Back to Contents
SPIN Reporting
Custom Layout
By clicking Custom Layout, you can customize your report layout to include the
Select
the satisfy
check
boxes
next
torequirements.
the this:
SPIN categories you would like to include in
The Custom
Layout
will
look
like
fields
that
your search
your report and click Save Layout.
Back to Contents
SPIN Reporting
Report/Destination Options
Report and Destination options are described below.
Click here to
view a sample
report in Save
to File output.
Deadline Date Format (Range Only or All Dates) displays the
Display
to Browser/Print
allows you
to display
yourthe
report
to your
same
information
as the Summary
Format,
however,
Deadline
browser
andlists
print.
Date
format
the deadline dates first in chronological order.
Back to Contents
SPIN Reporting
Sample of the saved/downloaded output file in Summary Format
Save
The
to Report
File allows
Display
youpage
to save
willyour
appear.
report
You
to will
yoursee
hard
thedrive
SPIN
orprograms
disk. After
you you
clickselected
Build, the
in Summary
DownloadFormat.
File screen will appear. Click here to
download the file.
Back to Contents
Back to Contents
IX. SMARTS
GENIUS
Overview
Back to Contents
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.
Back to Contents
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.
Back to Contents
Back to Contents
X. Accessing
SMARTS/GENIUS
Back to Contents
ToGENIUS
access SMARTS/GENIUS,
go to http://www.infoed.org.
Click
Search.
Click Access Info.Office.
Accessing
SMARTS/GENIUS
Back to Contents
Back to Contents
XI.
Creating a
GENIUS Profile
Back to Contents
Creating a GENIUS
Profile
Registering for GENIUS
The
You
An
alphabetical
must
New
Profile
create
list
aRegistration
GENIUS
ofProfile
institutions
profile
page
will
to will
appear.
receive
appear.
SMARTS
Highlight
You will
your
matches
beinstitution
required
and/or
to
and
to store
Click
Create
a New
from
the
SMARTS/GENIUS
Search
main
page
to
When
complete,
click
Submit.
your
click
enter
Select.
Curriculum
your
first
and
Vitae.
last
name,
email
address,
department
affiliation,
and
create a GENIUS profile.
username and password.
It is extremely important that
your email address is
present and accurate to
ensure proper notification of
funding opportunities.
Creating a GENIUS
Profile
Account
Status
indicates
whether
a
profile
has
been
validated
or
is
The
General
Biographical
and
Keywords
Sketch
Template
categories
enables
need
to
you
be
to
completed
customize
This
The
Full
iscategories
theProfile
name
View
of
the
used
will
investigator/faculty
display
tailorall
search
of theresults
member
for
and
more
thein order
These
are
to
store
Curriculum
Vitae
within
pending
validation.
Amatches
profile
must
bestore
validated
by your
Module
and
to receive
generate
SMARTS
the
official
NIH
398
orentered
to
forms
from
yourdata
Curriculum
stored
your
targeted
institution
categories/information
SMARTS
with
which
matches.
they
you
are
have
affiliated.
into
your
profile.inVitae.
GENIUS.
Administrator
in order
toPage
receive
SMARTS
matches.
The Profile
Summary
appear.
GENIUS
profile.
You can
alsowill
export
your full
CV into Word,
modify the information, and use it outside of InfoEd’s system.
Back to Contents
Investigator
Name/Institution Name
Profile Summary Page
Full Profile View
Account Status
Categories Required
for GENIUS and
SMARTS
Biographical Sketch
Template
Categories Used
in SMARTS
Matching
Categories
Used in
GENIUS
Back to Contents
Back to Contents
XII.
Setting Up
SMARTS
Back to Contents
Setting Up SMARTS
Categories Required for SMARTS
The
In order
General
to receive
Information
SMARTS
pagematches,
stores allyou
ofPage.
the
need
investigator’s
to fill out the
Click
General
the Profile
Summary
Required
fieldsfrom
are Name,
Department,
Email,
and Citizenship.
contact/institution
General and Keywords
information.
categories.
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.
To move from one field to
the next, use the TAB key
on your keyboard or the
mouse.
Back to Contents
Setting Up SMARTS
Selecting Departments
Choose
AClick
list ofSave
the
all of
department
Changes
the departments
towhere
returnyou
within
to the
hold
your
General
academic
institution
Information
rank
willas
appear
your
page.
primary
when you click on the
department
Department
bylink
checking
from the
theGeneral
box to the
screen.
left of the appropriate department. Make
sure the primary option button is selected.
To choose additional secondary
departments with which you are
affiliated, click the box to the left of
each appropriate department title.
Back to Contents
Setting Up SMARTS
Categories Required for SMARTS
Click Change Username for
instructions on changing your
username.
Back to Contents
Setting Up SMARTS
Changing Your Username
The Username Change page will appear when you click Change Username
from the General Information page.
Enter Save
Click
your new
Changes
username
to return
in the
to Enter
the General
New Username
Information
textpage.
box.
Back to Contents
Setting Up SMARTS
Categories Required for SMARTS
Question
Question
Question5
321allows
4
allows
allowsyou
you
youtototospecify
specify
specifythe
how
whether
whether
whether
format
you you
would
you
you
in only
which
would
would
like
want
to
you
like
like
receive
towould
toprospective
receive
receive
your
like to
After
you
have
entered
your
General
information,
there
are
five
SMARTS
receive
SMARTS
partners/collaborators,
your
matches
output
matches.
SMARTS
of (in
programs
To
aoutput
single
receive
who find
from
(Full
email
SMARTS
you
U.S.
Program
message
in sponsors
GENIUS
matches,
or or
Summary
one
only.
searches,
make
“hit”Format).
per
sure
toe-mail.
contact
thequestions
Yesyou
at
the
bottom
of
the
General
Information
page
that
need
to
be
answered
in
option
directly
button
or make
is selected.
initial contact with your institutional contact.
order to receive SMARTS e-mail notifications.
Question 1
Question 2
Click here to view a
sample of SMARTS
output in4Full
Question
Program format.
Question 3
Question 5
Back to Contents
Setting Up SMARTS
Click the Web Site URL to link to the program application
guidelines.
Program
URL
will link you
to the
The
followingThe
is an
example
of SMARTS
output
in full
Full Program
program announcement.
format.
Back to Contents
Setting Up SMARTS
Categories Required for SMARTS
Click here to view a
sample of SMARTS
output in Summary
format.
Back to Contents
Setting Up SMARTS
The following is an example of SMARTS output in Summary
format.
Click here to view the full
SPIN program.
Back to Contents
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.
Back to Contents
Setting Up SMARTS
Categories Required for SMARTS
Click
from the Profile
Summary
Page. page, you
Once Keywords
you have completed
the General
Information
need to fill out Keywords based on your areas of interest. The
keywords you select will be used in SMARTS matching.
Back to Contents
Setting Up SMARTS
Selecting Keywords
The Keywords screen appears. Keywords are broken into 12 major divisions. You
can select keywords in four different ways:
• Choose an entire division
Alphabetical
• Chooseby
specific
of keywords
major topic
Entire Division
Listing
from
an
for akeywords
very broad
search.
of Keywords
alphabetical listing of the
• Choose specific
Keyword Thesaurus.
keywords within a major
topic area.
• Search for particular
keywords via the Search
for a Particular Keyword
box.
Click to view an example of how
to search using the Search for a
Particular Keyword box.
Specific
Keywords
Within a Major
Topic Area
Search for a
Particular
Keyword box
Back to Contents
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.
Back to Contents
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.
Back to Contents
Setting Up SMARTS
Selecting Keywords
Keywords that appear
in all caps on the list
indicate general
keywords. Selecting
these keywords will
To
select the
multiple
increase
number of
keywords
from
theyou
list,
general programs
hold
down
the Control
receive
as SMARTS
OR
Logic
is
key
(or Command key
matches.
Once
you
have
automatically
imposed
on
a Mac)
while
selected
keywords,
on selected
keywords.
clicking
the mouse.
click Select/Save
Click
Return
to return
Changes
to save
to
the Profile Summary
keywords.
Page.
Back to Contents
Setting Up SMARTS
Selecting Keywords
You can choose to receive Exact Matches or Hierarchical
Matches on keywords.
Back to Contents
Setting Up SMARTS
Selecting Keywords
Exact Matching
HEALTH AND SAFETY/MEDICAL
SCIENCES/BIOMEDICAL
Hierarchical Matching
HEALTH AND SAFETY/MEDICAL
SCIENCES/BIOMEDICAL
• Anatomical Systems/Sites
• Bone Marrow
• Cardiovascular System
• Disease Entities/Medical Problems,
Behavior
• Asthma
• Lung Cancer
Hierarchical Matches: If you chose the same keyword in combination with
Exact
Matching:
In theyou
example
above, ifSMARTS
you chose
the keyword
HEALTH
Hierarchical
Matches,
would receive
matches
of SPIN
AND
SAFETY/MEDICAL
SCIENCES/BIOMEDICAL
combination
with Exact
programs
that contain that
exact keyword, plus SPINinprograms
containing
Matches,
you would
receive
SMARTSunder
matches
of SPIN
programs
that contain
any keywords
that fall
hierarchically
HEALTH
AND
SAFETY/MEDICAL
that
exact keyword.
SCIENCES/BIOMEDICAL,
such as Anatomical System/Sites, Bone Marrow,
Cardiovascular System, etc.
Back to Contents
Setting Up SMARTS
Deleting Keywords
To delete
Once
you existing
select keywords,
keywords,they
select
willthe
appear
check
atboxes
the bottom
next to
of the
the keywords
Keywords
you
screen.like to delete and click Delete Checked Keywords.
would
Back to Contents
Setting Up SMARTS
Categories Required for SMARTS
Select Award Types if you are looking for a particular
Sponsor
Types
describe
the
type
of
organization
Locations
Geographical
To
Once
exclude
youTenable
select
programs
Restrictions
keywords
allows
for
which
you
based
should
toyou
specify
on
be
are
your
used
not
where
areas
eligible,
to restrict
you
ofwould
select
interest, you
funding
mechanism
(ex.
research
grants
only)
to
exclude
administering
the
grant/award
(ex.(ex.
federal,
foundation,
etc.)
like
programs
Applicant
have
to
gothe
tobased
option
carry
Typeson
out
ofthat
where
selecting
the
describe
award.
you
additional
are
you
Include
criteria
Any/No
faculty
Choose
inmember,
Restrictions
theyour
categories
funding
mechanisms
you
are
notlocated.
interested
in
(ex.
tostate
researcher/investigator,
include
under
and
Used
programs
region
ininternships,
in
SMARTS
combination
that do
graduate
matching
not
specify
with
student,
No
tolocation
RESTRICTIONS.
tailor
etc.)
your
restrictions.
search.
fellowships,
etc.)
Back to Contents
Back to Contents
XIII.
CV Categories
Back to Contents
CV Categories
Entering CV Information
GENIUS categories enable you to store your Curriculum
GENIUS
their purpose
are
described
Vitae.
Youcategories
may enterand
information
into as
may
categories
below.
as needed to satisfy your personal requirements.
Advisees: Store data
about students/scholars
Collaborators:
List
with whom you have
individuals
with whom
you
served as thesis
advisor.
have collaborated on a
Committee Memberships:
project, book, article,
List any committees on which
report, or paper.
you have served.
Courses Taught: List the
courses you have taught.
Creative Activities: List any
exhibits, performances, public
collections, public artistic
presentations, etc. in which you
Education: List educational
have participated.
background.
Employment: List your current
and previous employment.
Honors and Awards: List any
honors and awards received.
Languages: List proficiency
in all languages.
Patents: List all patents
granted.
Professional Associations and
Societies: List all professional
associations to which you have
Professional Licenses/Certificates:
belonged.
List all professional licenses and
certificates obtained.
Publications: List all works you
haveResearch:
had published.
Enter information
about your research and
Reviewed Works: List all
research interests/areas of
reviewed works (peerexpertise.
reviewed bodies of work not
Sponsored
Listor
scheduled
to Funding:
be published
any current,
past, and
previously
published.)
pending support from
projects and proposals from
all sources.
Back to Contents
Back to Contents
XIV.
Biographical
Sketch Templates
Back to Contents
Biographical Sketch
Templates
Creating Biographical Sketch Templates
Once you enter information into the GENIUS categories,
you
cannow
customize
and
generate
the official
NIH 398
We are
going to
create
a sample
Biosketch
Biosketch
from data
stored
your of
GENIUS
profile and
Template tailored
around
theintopic
cardiology.
export your CV information into Word.
Back to Contents
Biographical Sketch
Templates
Creating Biographical Sketch Templates
The
“Please
Enter a name
for your
New
CVunder
Bio” the
To create
a Biosketch
Template,
click
Add
dialog
box will Sketch
appear. heading on the Profile Summary
Biographical
Page.
Enter a name for your
new CV Biosketch in the
text box and click OK.
Back to Contents
Biographical Sketch
Templates
Creating Biographical Sketch Templates
You can determine
select the order
the sequence
in which in
each
which
category
each item
will within a
appear inwill
category
thebe
thedisplayed
Full CV Word
on thedocument
FF, FF Modular,
format. and
FF Full CV
The
CV
Bio
Setup
Form
will
appear
displaying
all
of
the
Click
Save
LayoutBiosketch
when
you formats
are under
finished
ordering
the
and FF
biosketch
Modular
formats.
Information
generate
the
General
the
category
information
that
has
been
entered
into
your
GENIUS
profile.
categories
and
the information
within
eachnot
category.
official
will
automatically
398
form.
The
be displayed
categories
first.
can
be
rearranged.
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
Leaving the drop-down
displayed in the FF, FF
box blank will omit that
Modular, and Full CV
information from being
formats.
displayed in the
selected formats.
Back to Contents
Biographical Sketch
Templates
Creating Biographical Sketch Templates
The
youSetup
want to
save
the
changes
made
on this
The “Do
CV Bio
Form
will
appear.
Click
Return
to
screen?”
dialog
box
will
appear.
return to the Profile Summary Page.
Click OK to save the changes made on the screen.
Back to Contents
Biographical Sketch
Templates
Creating Biographical Sketch Templates
The process
Profile Summary
can be repeated
Page will
to customize
display each
multiple
of your
biosketches within
Biographical
Sketchyour
Templates
GENIUS
once
profile
they
tohave
be used
been
with
all NIH proposals.
created.
Back to Contents
Biographical Sketch
Templates
Viewing Biographical Sketch Templates
official
NIHicon
398
Biosketch
forms
will
appear
in .pdf
The
Once
CV
you
information
create
a biosketch
that
template,
from
you
your
can
view
GENIUS
the
Click
the
.PDF
under
theselected
FF
or FF
Mod
header
next
Click
here
to view
FF
oryou
FF
Modular
form.
Click
the
Download
Word
icon
Document
under
the
to
Full
view
CV
the
header
Full
CV.
next
to
format
and
willdisplayed
contain
the
that youThis
selected
forms
profile
will
three
be
formats.
intoainformation
Word document.
document
to the in
template
you want
view.
the
template
you
want
to
view.
from
your
GENIUS
profile.
can be
saved
to your
hard drive and edited in Microsoft Word
or Word Perfect.
Back to Contents
Biographical Sketch
Templates
Editing/Deleting Biographical Sketch
Templates
The
“Are
youSetup
sure
you
want
toappear
delete
this
Bio?”
dialog
To
The
delete
CV
your
Bio
Biosketch
Form
Template,
will
click
where
theCV
delete
you
can
icon
make
Once
To
edit
you
your
have
Biosketch
created
Template,
a
biosketch
click
template,
the
edit
you
icon
can
under
edit
box
will
appear.
Click
OK
to
delete
the
CV
Bio.
under
your
the
changes.
Delete
Click
header
Return
next
to
totime.
the
return
template
to want
the you
Profile
want to
or
the
delete
Edit
header
your biosketch
next
to
the
at any
template
you
to edit.
delete.
Summary Page.
Back to Contents
Back to Contents
XV. Editing a
GENIUS Profile
Back to Contents
Editing a GENIUS
Profile
Editing Your GENIUS Profile
The Profile Summary Page will appear where you
Once
you
create
a GENIUS
profile,
you
have
control
To
your
GENIUS
profile,
click Edit
Existing
Profile
canedit
edit
the
appropriate
categories
of your
profile.
over
profile information and
can access
your Enter
fromyour
the SMARTS/GENIUS
Search
main page.
profile
at any time
to password.
make changes.
your username
and
Back to Contents
Back to Contents
XVI.
Accessing
GENIUS
Search
Back to Contents
Accessing GENIUS
Search
To access GENIUS Search, go to http://www.infoed.org. Click
ClickAccess
GENIUS
Search.
Info.Office.
Back to Contents
Back to Contents
XVII.
GENIUS
Searching
Back to Contents
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)
Back to Contents
Quick Search
Quick Search
To perform a Quick Search, type the word(s) you
want to search for in the Quick Search for free text
box.
From the in 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 the Return Results drop-down menu, select
the number of results you would like to view per
page.
Click Search.
Back to Contents
The GENIUS Search Results page will appear where you
can view your search results.
Quick Search
Back to Contents
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.
Back to Contents
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.
Click Hyperlink
Categories to make
selections
Type a word or
phrase into the
Free Text Fields
Back to Contents
Advanced Search
Advanced Search Categories
Search categories and their purpose are described below.
Full Profile Search
Allows you to enter a word
or phrase to search an entire
GENIUS profile.
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.
Research Interests
Allows you to enter a word or
phrase to search the Research
field of a profile.
from Institutions
Allows you to search for a
potential
collaborator(s) from a
in States
in Country(s)
particular
institution.
Allows you to search for
Allows
you to search
for
potential collaborator(s)
potential
within collaborator(s)
a
within a
certain state.
certain country.
Back to Contents
Advanced Search
Advanced Search Categories
This
Enter
search
We Biological
arewill
nowfind
going
Sciences
all profiles
to runinto
alocated
sample
the Full
atsearch
Profile
institutions
utilizing
Search
in the
a free
few
U.S.A.
search
text box
that
Click in Country(s) to select U.S.A.
contain
to search
categories.
the phrase
an entire
biological
GENIUSsciences.
Profile for that phrase.
Back to Contents
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.
You can view and/or delete criteria from a search by clicking Delete
Items at the bottom of the Advanced Search page.
Back to Contents
Advanced Search
View/Delete Search Criteria
To delete the entire search, click Clear Search.
Back to Contents
Back to Contents
XVIII. Viewing
Investigator
Profiles
Back to Contents
Viewing Profiles
Running a Search
Once
Clickyou
Runselect
Search
your
tosearch
run thecriteria,
search.you can set the number of search
The
number
of
results
you
can
results that will be displayed perselect
page.ranges from 25-100.
Back to Contents
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.
Click the investigator’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.
Back to Contents
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.
Investigator’s name
Institution Name
General Information
Back to Contents
Viewing Profiles
Categories used in
matching
(Will
vary
depending on
to SMARTS
store Curriculum
Vitae
(Will
vary
individual
dependingprofile):
on individual profile):
Ethnic/Racial Status
Geographical
Restrictions
Locations Tenable
Languages
Honors and Awards
Education
Employment
Back to Contents
Viewing Profiles
Categories used to store Curriculum Vitae (Will vary
depending on individual profile):
Publications
Research
Committee
Memberships
Back to Contents
Back to Contents
XIX.
GENIUS
Reporting
Back to Contents
GENIUS Reporting
Report/Destination Options
To Print or Save to File your search results, first select the profiles you
After
your search
and
viewby
your
results,the
youcheck
can create
wouldyou
likerun
to include
in your
report
selecting
boxes reports
next to of
the
GENIUS
profiles
from
the
GENIUS
Search
Results
page.
appropriate investigators’ names.
Back to Contents
GENIUS Reporting
Report/Destination Options
Select the output type.
SelectBuild
Click
your to
report
buildformat.
your report. You will see the GENIUS profiles you
selected in the report format you specified.
Report Options
Destination
Options
Back to Contents
GENIUS Reporting
Report/Destination Options
Report and Destination options are described below.
Full Profile will display all of the categories provided in the GENIUS
profile. (Note: Remember that the GENIUS database is usercontrolled; 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.
Back to Contents
GENIUS Reporting
Custom Layout
De-select
the
check Layout,
boxes
next
tocan
thecustomize
GENIUS category
names
you
not want
By clicking
Custom
you
your
report
layout
to do
include
the
The
Custom
Layout
will look
like
this
(including
the General
Information,
to
include
your
report
and
click
Save
Layout.
fields
that in
satisfy
your
search
requirements.
Keywords,
and
Research
Interests
fields):
Back to Contents
GENIUS Reporting
Report/Destination Options
Report and Destination options are described below.
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.
Back to Contents
GENIUS Reporting
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.
Back to Contents
Back to Contents
This completes the 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
Customer Service via Fax:
518-464-0695
E-mail:
office@infoed.org
WWW:
http://www.infoed.org
EXIT