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Pivot

Manipulating results

  • Default Sorting is Relevance. You can resort by any of the criteria in top row.
  • Mouse-overs on the icons give more info.
  • Narrowing results in the left hand column ("Refine")
  • Click on the title to go into each opportunity. [note: there's usually then a link to a website, and info for contact person(s)]

Tracking, Saving, Sharing Records

Put Opp On: Click the arrow to display a short dropdown list in which there are two choices:

Add to active: To add a record(s) to your Active list located on your homepage you must first select the records below in your results list.
To select one or more records, just click the check box to the left of the opp title. To select all 25 on the page, you can click the check box at the very top of the column of check boxes. When your desired records are selected, click the Add to active option in the Tools box. A light box will appear asking you to add a Tag for the Opp(s) you chose. Tagging is optional, but it will give you a convenient way to identify these records on your Active list. You can also choose from any pre-existing tags you’ve used in the past. You can select as many as you’d like. When you’re done tagging, click the Track button. When you receive verification you can close the light box by clicking the “X” in the upper right corner. The selected opps are now being tracked in your Active area on your homepage.

Add to tracking: To add a record(s) to your Tracked list located on your homepage you must first select the records below in your results list.

Note: If you are already tracking an opp on your Active or Tracked list, COS Pivot will display On active list or On tracked list within the full opportunity itself it the Tools area.
To select one or more, just click the check box to the left of the opp title. To select all 25 on the page, you can click the check box at the very top of the column of check boxes. When your desired records are selected, click the Add to tracking option in the Tools box. A light box will appear asking you to choose a Tag for the Opp(s) you chose. Tagging is optional, but it will give you a convenient way to identify these records on your Tracked list. You can also choose from any pre-existing tags you’ve used in the past. You can select as many as you’d like. When you’re done tagging, click the “Track” button. When you receive verification you can close the light box by clicking the “X” in the upper right corner. The selected Opps are now being tracked in your Tracked area on your homepage.
 

Note: Tags have a 20 character limit. Spaces are not allowed in tags -- multiple words must be connected with an underscore” _”, period” .”, dash “-“, or alpha numeric characters “A-Z, a-z, 0-9”.

Export Details: To export a record or set of records, select the opps you want by clicking the check box to the left of the Title. To select all 25 on the page, click the check box at the very top of the column of check boxes. Click Export details in the Tools box and a light box will appear, giving you the ability to choose the format of your export, as well as the details.
There are three formatting options:

  1. HTML (Display Only) - Use this to display results on your browser in an easy to read, table format for viewing or printing. You can also save your results in HTML format by using the 'save' function in your browser.
  2. ASCII Text - This is a standard field-tagged text format that can be read by most word processing software and some citation management packages.
  3. Tagged Text - This is a field-tagged text format that can be used with most word processing software.

Then you can select the content of your exported opps:

  • Full Record - The download will contain each field in a funding opps record.
  • Standard Fields - The download will contain the Title, Sponsor, and Deadline of the opp.
  • Select your Fields - Customize the export by checking which fields you’d like included.

Finally, you can choose to select the Include Search Strategy option (this option can only be used with the HTML and ASCII Text formats). When it is selected, the search query you entered to get the current results will be saved or displayed along with the results themselves.
Note: You can check and download records across multiple pages of results. If you want all your results downloaded, and you have more than one page of 25 results, you must perform the above Export details steps for each page. As each new page of results displays, it will grow in size, incorporating each new page of 25 results.
Share with Faculty: The sharing tool located on the results page acts like the sharing option you have on your homepage, but it is conveniently located on the results page so you can share funding opps of interest right away. First, select the opps you want to share. To select one or more, just click the check box to the left of the opp title. To select all 25 on the page, you can click the check box at the very top of the column of check boxes. When your desired records are selected, click the Share with faculty option in the Tools menu and a light box will appear.

There are four items to fill out on this page:

  1. Recipients: Enter in the name of the first person with whom you’d like to share the Funding Opp(s). As you type, Pivot will attempt to find a name match at your institution. If the match appears, just click on the name. If no match appears, simply type in the email address. To add another name or email, press the Tab key and type in the new name/email address. You can also select a pre-defined group as your recipients. Click on the group name in the Your groups for sharing area or create a new group from the names already entered by clicking Save names as new group and entering a group name.
  2. Customized message: Use the text box below the email fields to type in a personalized message that your recipients will see.
  3. Copy: You can also choose to receive a copy of these shared Opps by clicking the Send myself a copy button.
  4. Privacy: Click the box labeled, If sharing this opp with multiple people, let each recipient see who else received this from you if you want to display for each recipient who the other recipients are.
  • Click the Share button at the bottom of the box and a confirmation screen will appear to let you know your opps have been shared.
  • Default Activity Location and Citizenship/Residency Requirements
  • On the left side of the page, you may see that your search results are automatically filtered by an activity location(s)filter and/or a citizenship and residency location(s) filter. These default settings were established by your local COS Pivot Research Administrator to assist in providing you with locally-relevant funding opportunities based on your geographic location. You can remove these automatic search criteria by clicking on the “x” next to the location you wish to remove and your funding search results will reflect the change.
  • You can add additional activity location and citizenship and residency locations by refining your query and selecting additional areas on the advanced search page.

Faceted Searching
On the left side of the Results page is the Faceted Search Results list. Within each Faceted Search category (Submission Type, Sponsor, Funding Types, Requirements, COS Keywords), the top 5 results are displayed in sub-categories, along with the number of records in your search results that the sub-category appears. Sub-categories are listed in decreasing order of frequency. Some advantages of Faceted Searching are:

  • It provides you with a quick view of the types of records that appear most often in your funding search results.
  • You can drill down within your search results without entering a new search query.
  • The results are easily accessible and occur on every set of search results.

Note: The number of records displayed for each sub-category may not total the same amount as your overall search results. Some records may not be included in the Top 5 sub-categories, and others may be included multiple times, based on the information in the funding opportunity record.
Faceted Searching continually updates as you choose various facets. For example, after running your search query, click on the first sub-category within the Top Sponsor Types. Your set of results will refresh and you’ll notice that the Faceted Search boxes also change, reflecting the new numbers associated with the subset of records you have just selected. To remove a chosen sub-category, just deselect the sub-category’s box.

Saving Searches
At the top of the search results page is an option to Save your query. This option lets you save an entire search to your homepage so that you can monitor it and, if you choose, receive a weekly Funding Alert on the search. If you would like to save a search, simply click the Save your query option at the top of the results page and choose a name for your search. If you would like to receive a weekly Alert on the search, leave the box checked, and hit the Save button. You’ll get a confirmation screen that lets you know your search has been saved to your homepage, in the your Saved Searches area.

Viewing and Refining Your Search
At the top of the search results page are options to refine your query, as well as to view your query. If your search is too broad or too narrow, you can modify your search by selecting Refine your query. This will take you back to the search page where your original search criteria are still entered. You can modify these as necessary and re-run your search.

To view your search criteria, choose the Show your query option, and the search string will appear. Click Hide query to remove the search string.

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