1. Back to Contents 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

2. Back to Contents 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

3. Back to Contents I. SPINPlus Back to Contents

4. 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. SPIN  Funding Opportunities database of national and international government and private funding sources. GENIUS  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. SPINPlus Introduction What is SPINPlus?

5. Back to Contents II. SPIN Overview Back to Contents

6. 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.) SPIN Overview What is SPIN?

7. Back to Contents SPIN Overview SPIN is supported and maintained by editors who take source materials like this recent NIH program announcement... …And standardize it into an easily readable format like this:

8. Back to Contents 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 SPIN Overview Some SPIN Sponsors Include:

9. Back to Contents Quick Search Links: Select provided links for “canned” searches for recent additions/updates, upcoming deadlines, and new sponsors. SPIN Overview SPIN Features: 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.

10. Back to Contents III. Accessing SPIN Back to Contents

11. Accessing SPIN To access SPIN, go to http://www.infoed.org. Click Access Info.Office.http://www.infoed.org Click SPIN.

12. Back to Contents IV. SPIN Searching Back to Contents

13. 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

14. Back to Contents 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. Quick Search Click Search. Quick Search

15. Back to Contents Quick Search The SPIN Search Results page will appear where you can view your search results. Choose the fields to search.Select the Search Within Existing At the bottom of the SPIN Search Results page, you can further refine your Quick Search results or perform a new search. To narrow your current search results, type the word(s) into the text box. Results option button.Click Search SPIN.

16. Back to Contents Quick Search This will search the initial text search results (ex. “cancer biology”) for programs containing that word or phrase (ex. “breast cancer.”)

17. Back to Contents 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.

18. Back to Contents 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. Advanced Search Click Hyperlink Categories to make selections Type a word or phrase into the Free Text Fields Make selections from the Drop-Down Menus

19. Back to Contents Advanced Search Categories Database Type allows you to specify the country in which you are located in order to find relevant funding. Keywords narrow a search by a program’s research areas. Each program is categorized by keywords. Most important field. Applicant Types are used to describe both you and your institution. If more than 1 is chosen, ‘OR’ Logic is used. Award Types describe the type of funding you seek. Citizenship allows you to search on opportunities restricted to a certain citizenship. Geographical Restrictions allows you to specify where you are located. Locations Tenable allows you to specify where you would like to carry out the award. Title Contains allows you to search for a word(s) in the program title. Objectives Contains allows you to search for a word(s) in the program Objectives. Synopsis Contains allows you to search for a word(s) in the program Synopsis. Sponsor allows you to specify particular funding agencies. Sponsor Type searches for groups of sponsors. Target Groups searches for funding that will directly benefit a specific population. Program Numbers allow you to search a particular SPIN Program. Deadline Dates allow you to specify a time period. Proposal Restrictions allows you to identify those sponsors that restrict the number of applications per institution. Advanced Search Main categories and their purpose are described below.

20. Back to Contents Advanced Search Categories Advanced Search We are now going to run a sample search utilizing the main search categories.

21. Back to Contents Selecting Keywords Advanced Search The Keywords screen appears. Keywords are broken into 12 major divisions. You can select keywords in four different ways: Choose an entire division of keywords by major topic for a very broad search. Entire Division of Keywords Choose specific keywords from an alphabetical listing of the Keyword Thesaurus. Alphabetical Listing Choose specific keywords within a major topic area. Specific Keywords Within a Major Topic Area Search for particular keywords via the Search for a Particular Keyword box. Search for a Particular Keyword box Now we will view an example of how to search using the Search for a Particular Keyword box. The most common category to utilize in Advanced Search is the Keywords category. Keywords are words/terms that are used to describe the research areas funded by a particular program. From the Advanced Search page, click Keywords.

22. Back to Contents 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. Selecting Keywords Advanced Search

23. Back to Contents Keywords containing the root word “bio” will be returned. Highlight keywords from the resulting list and click Select to save keywords. Selecting Keywords Advanced Search

24. Back to Contents Selecting Keywords Advanced Search To select multiple keywords from the list, hold down the Control key (or Command key on a Mac) while clicking the mouse. Keywords that appear in all caps on the list indicate general keywords. Selecting these keywords will increase the number of general “hits” returned. Once you have selected keywords, click Select then Return to return to the Advanced Search page. OR Logic is automatically imposed on selected keywords.

25. Back to Contents Selecting Keywords Advanced Search You can also select Keywords using AND Logic. To select keywords using AND Logic: Click Use Boolean AND Logic from the Advanced Search page. Click the first Keywords link. The Keywords screen will appear where you can make keyword selections. Selected keywords (ex. Cancer Biology) will appear in the text box below the Keywords category. Click the second Keywords link. The Keywords screen will appear where you can make keyword selections. Selected keywords will appear in the text box below the Keywords category and will automatically be ANDED with the first selection of keywords (ex. Cancer Biology AND Breast Cancer.)

26. Back to Contents Advanced Search After Keywords, focus the search by adding criteria under appropriate categories. Select the country in which you are geographically located to receive relevant results. To exclude programs for which you are not eligible, select Applicant Types that describe both the individual and the institution applying for the award. Select Award Types if you are looking for a particular funding mechanism (ex. Research Grants/R&D only) to exclude funding mechanisms you are not interested in (ex. Fellowships, Internships, etc.) Choose your citizenship and Any/No Restrictions to include those programs that do not impose citizenship restrictions. Geographic Restrictions should be used to restrict programs based on where you are located. Choose your state, region(s), and NO RESTRICTIONS to include programs that do not impose geographic restrictions. Locations Tenable allows you to specify where you would like to go to carry out the award. Include Any/No Restrictions to include programs that do not specify where the award must be carried out.

27. Back to Contents Selecting Deadlines 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. Advanced Search All is the default and will include all SPIN programs in your search regardless of the deadline date(s). The Deadline(s) field can be used to narrow search results by deadline date(s). Click Deadline(s) from the Advanced Search page.

28. 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 the View Criteria/Delete Items link at the top of the Advanced Search page or the Delete Items link at the bottom of the Advanced Search page.

29. Back to Contents Advanced Search View/Delete Search Criteria To delete the entire search, click Clear Search.

30. Back to Contents 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 must include ONE of the Keywords, ONE of the Applicant Types, and ONE of the Award Types. Keywords: Bleeding Disorders OR Blood Diseases Applicant Types: College, 4-year OR Colleges/Universities Award Types: Research Grants/R&D OR Logic Within Fields AND, OR, or NOT logic is incorporated among categories. In the example below, in order to get results, each program must include ONE of the Keywords AND ONE of the Applicant Types, but NOT ONE of the Award Types. Keywords: (Bleeding Disorders or Blood Diseases) AND Applicant Types: (College, 4-year or Colleges/Universities) BUT NOT Award Types: (Fellowships or Internships)

31. Back to Contents V. Saving Searches Back to Contents

32. 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. Saving Search Criteria Saving Searches

33. Back to Contents Setting up a SPIN Account Saving Searches If you are a new user, but have a GENIUS profile and would like to use the same username and password, select the First Time Users option button along with the (or) Use GENIUS Account (Enter your Username & Password) option button. Enter your GENIUS username and password and click Continue. The SPIN account screen will appear. If you are a first time user, you must create an account or use your GENIUS profile username and password. If you already have saved searches in SPIN, you can select the Existing Users (Enter your Username & Password) option button. Enter your username and password for SPIN saved searches and click Continue. You can also elect to have SPIN automatically remember your username and password, or you can opt to always type in the information yourself by selecting the option button that specifies your preference. To create a SPIN account as a first time user, select the First Time Users option button and click Continue. You will need to enter your contact information and create a username and password for your saved SPIN searches. Click Create Account when finished. By setting up your personal profile, you can save the details of your searches and automatically reload them at anytime.

34. Back to Contents 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. Saving Searches

35. Back to Contents VI. Loading Searches Back to Contents

36. Loading a Saved Search After you have saved at least one search, you can re-run that search by clicking Load Search at the top or bottom of the Advanced Search page. Loading Searches You will be prompted to enter your SPIN username and password. The Saved Searches screen will appear where you can select the option button next to the search you would like to load. Click Load Search to load the search. Click Delete Search to delete the search.

37. Back to Contents 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. Loading Searches

38. Back to Contents VII. Viewing Programs Back to Contents

39. Running a Search At the bottom of the Advanced Search page, categorize your search results by selecting a Primary Sort. Viewing Programs You can further sort your search results by selecting a Secondary Sort. Once you select your sort options, you can set the number of search results that will be displayed per page. The number of results you can select ranges from 25-100. Click Run Search to run the search. Once you select your search criteria, you can categorize your search results and set the number of results that will be displayed per page before running the search.

40. Back to Contents Click Program Number to view program details. Select the check box next to the Program Number to include it in your report. Search Results appear formatted for easy viewing. Viewing/Selecting Search Results Viewing Programs 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.

41. Back to Contents Program Display Page Viewing Programs Once you click a Program Number, the entire SPIN program will be displayed on the screen. Program details are organized into categories for easier viewing. You can email the program information to a colleague by clicking the E-mail Program to a Colleague link. An email message will appear with a Subject line and the SPIN program information in the Body of the email. Click Send Email. All you have to do is enter your email address and the person’s email address to which you are sending the program.

42. Back to Contents Program Display Page Viewing Programs 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

43. Back to Contents Program Display Page The Objectives provides detailed information on areas of research that will be supported by the award. Viewing Programs

44. Back to Contents 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. Viewing Programs

45. Back to Contents VIII. SPIN Reporting Back to Contents

46. Report/Destination Options SPIN Reporting After you run your search and view your results, you can create reports of SPIN programs from the SPIN Search Results page. To Print or Save to File your search results, first select the programs you would like to include in your report by selecting the check boxes next to the appropriate Program Numbers.

47. Back to Contents Report/Destination Options SPIN Reporting Select your report format. Report Options Select the output type. Destination Options Click Build to build your report. You will see the SPIN programs you selected in the report format you specified.

48. Back to Contents Report/Destination Options SPIN Reporting Report and Destination options are described below. Select All Programs from will include in your report all programs from This screen or the Whole search depending on the option button that you select. Full Program displays all program details in Full Program format, including sponsor information, deadline date information, synopsis, objectives, eligibility, and funding information. Click here to view a sample report in Summary Format.

49. Back to Contents Summary Format E-mail links are enabled (where available) to launch an e-mail message to the sponsor contact. You may go to the sponsor’s website (where available) to view/download the application guidelines. You may go to the sponsor’s website (where available) to download the full program announcement. SPIN Reporting Summary Format displays a summary of the SPIN program, including sponsor/contact information, program title, deadline date(s), and synopsis.

50. Back to Contents Report/Destination Options SPIN Reporting Report and Destination options are described below. Click here to view a sample report in Custom Layout.

51. Back to Contents Custom Layout SPIN Reporting By clicking Custom Layout, you can customize your report layout to include the fields that satisfy your search requirements. Select the check boxes next to the SPIN categories you would like to include in your report and click Save Layout. The Custom Layout will look like this:

52. Back to Contents Report/Destination Options SPIN Reporting Report and Destination options are described below. Deadline Date Format (Range Only or All Dates) displays the same information as the Summary Format, however, the Deadline Date format lists the deadline dates first in chronological order. 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.

53. Back to Contents Sample of the saved/downloaded output file in Summary Format SPIN Reporting The Report Display page will appear. You will see the SPIN programs you selected in Summary Format. 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.

54. Back to Contents IX. SMARTS GENIUS Overview Back to Contents

55. 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. SMARTS/GENIUS Overview What is GENIUS?

56. Back to Contents 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. SMARTS/GENIUS Overview What is SMARTS?

57. Back to Contents X. Accessing SMARTS/GENIUS Back to Contents

58. Accessing SMARTS/GENIUS To access SMARTS/GENIUS, go to http://www.infoed.org. Click Access Info.Office.http://www.infoed.org Click GENIUS Search.

59. Back to Contents XI. Creating a GENIUS Profile Back to Contents

60. Creating a GENIUS Profile Registering for GENIUS Click Create a New Profile from the SMARTS/GENIUS Search main page to create a GENIUS profile. You must create a GENIUS profile to receive SMARTS matches and/or to store your Curriculum Vitae. An alphabetical list of institutions will appear. Highlight your institution and click Select. The New Profile Registration page will appear. You will be required to enter your first and last name, email address, department affiliation, and username and password. When complete, click Submit. It is extremely important that your email address is present and accurate to ensure proper notification of funding opportunities.

61. Back to Contents Creating a GENIUS Profile The Profile Summary Page will appear. This is the name of the investigator/faculty member and the institution with which they are affiliated. Investigator Name/Institution Name Full Profile View The Full Profile View will display all of the categories/information you have entered into your profile. Account Status Account Status indicates whether a profile has been validated or is pending validation. A profile must be validated by your Module Administrator in order to receive SMARTS matches. General and Keywords categories need to be completed in order to receive SMARTS matches or to store your Curriculum Vitae. Categories Required for GENIUS and SMARTS Categories Used in SMARTS Matching These categories are used to tailor search results for more targeted SMARTS matches. Categories Used in GENIUS These categories are used to store Curriculum Vitae within GENIUS. Biographical Sketch Template The Biographical Sketch Template enables you to customize and generate the official NIH 398 forms from data stored in your GENIUS profile. You can also export your full CV into Word, modify the information, and use it outside of InfoEd’s system. Profile Summary Page

62. Back to Contents XII. Setting Up SMARTS Back to Contents

63. Setting Up SMARTS Categories Required for SMARTS Required fields are Name, Department, Email, and Citizenship. In order to receive SMARTS matches, you need to fill out the General and Keywords categories. Click General from the Profile Summary Page. The General Information page stores all of the investigator’s contact/institution information. 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. Click Department for instructions on selecting your primary department. To move from one field to the next, use the TAB key on your keyboard or the mouse.

64. Back to Contents Setting Up SMARTS Selecting Departments A list of all of the departments within your institution will appear when you click on the Department link from the General screen. Click Save Changes to return to the General Information page.Choose the department where you hold academic rank as your primary department by checking the box to the 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.

65. Back to Contents Setting Up SMARTS Categories Required for SMARTS Click Change Username for instructions on changing your username.

66. 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 your new username in the Enter New Username text box.Click Save Changes to return to the General Information page.

67. Back to Contents Setting Up SMARTS Categories Required for SMARTS After you have entered your General information, there are five questions at the bottom of the General Information page that need to be answered in order to receive SMARTS e-mail notifications. Question 1 Question 1 allows you to specify whether you would like prospective partners/collaborators, who find you in GENIUS searches, to contact you directly or make initial contact with your institutional contact. Question 2 Question 2 allows you to specify whether you would like to receive SMARTS matches. To receive SMARTS matches, make sure the Yes option button is selected. Question 3 Question 3 allows you to specify how you would like to receive your SMARTS matches (in a single email message or one “hit” per e-mail. Question 4 Question 4 allows you to specify whether you only want to receive SMARTS output of programs from U.S. sponsors only. Question 5 Question 5 allows you to specify the format in which you would like to receive your SMARTS output (Full Program or Summary Format). Click here to view a sample of SMARTS output in Full Program format.

68. Back to Contents Setting Up SMARTS The following is an example of SMARTS output in Full Program format. Click the Web Site URL to link to the program application guidelines. The Program URL will link you to the full program announcement.

69. Back to Contents Setting Up SMARTS Categories Required for SMARTS Click here to view a sample of SMARTS output in Summary format.

70. 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.

71. 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.

72. Back to Contents Setting Up SMARTS Categories Required for SMARTS Once you have completed the General Information page, you need to fill out Keywords based on your areas of interest. The keywords you select will be used in SMARTS matching. Click Keywords from the Profile Summary Page.

73. Back to Contents Selecting Keywords Setting Up SMARTS The Keywords screen appears. Keywords are broken into 12 major divisions. You can select keywords in four different ways: Click to view an example of how to search using the Search for a Particular Keyword box. Choose specific keywords within a major topic area. Specific Keywords Within a Major Topic Area Search for particular keywords via the Search for a Particular Keyword box. Search for a Particular Keyword box Choose specific keywords from an alphabetical listing of the Keyword Thesaurus. Alphabetical Listing Choose an entire division of keywords by major topic for a very broad search. Entire Division of Keywords

74. Back to Contents 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. Selecting Keywords Setting Up SMARTS

75. Back to Contents Keywords containing the root word “cardio” will be returned. Highlight keywords from the resulting list and click Select/Save Changes to save keywords. Selecting Keywords Setting Up SMARTS

76. Back to Contents Selecting Keywords Setting Up SMARTS To select multiple keywords from the list, hold down the Control key (or Command key on a Mac) while clicking the mouse. OR Logic is automatically imposed on selected keywords. Once you have selected keywords, click Select/Save Changes to save keywords. Keywords that appear in all caps on the list indicate general keywords. Selecting these keywords will increase the number of general programs you receive as SMARTS matches. Click Return to return to the Profile Summary Page.

77. Back to Contents Setting Up SMARTS Selecting Keywords You can choose to receive Exact Matches or Hierarchical Matches on keywords.

78. Back to Contents Setting Up SMARTS Selecting Keywords Exact MatchingHierarchical Matching HEALTH AND SAFETY/MEDICAL SCIENCES/BIOMEDICAL Anatomical Systems/Sites Bone Marrow Cardiovascular System Disease Entities/Medical Problems, Behavior Asthma Lung Cancer Exact Matching: In the example above, if you chose the keyword HEALTH AND SAFETY/MEDICAL SCIENCES/BIOMEDICAL in combination with Exact Matches, you would receive SMARTS matches of SPIN programs that contain that exact keyword. Hierarchical Matches: If you chose the same keyword in combination with Hierarchical Matches, you would receive SMARTS matches of SPIN programs that contain that exact keyword, plus SPIN programs containing any keywords that fall hierarchically under HEALTH AND SAFETY/MEDICAL SCIENCES/BIOMEDICAL, such as Anatomical System/Sites, Bone Marrow, Cardiovascular System, etc.

79. Back to Contents Setting Up SMARTS Deleting Keywords Once you select keywords, they will appear at the bottom of the Keywords screen. To delete existing keywords, select the check boxes next to the keywords you would like to delete and click Delete Checked Keywords.

80. Back to Contents Setting Up SMARTS Categories Required for SMARTS Once you select keywords based on your areas of interest, you have the option of selecting additional criteria in the categories under Used in SMARTS matching to tailor your search. To exclude programs for which you are not eligible, select Applicant Types that describe you (ex. faculty member, researcher/investigator, graduate student, etc.) Select Award Types if you are looking for a particular funding mechanism (ex. research grants only) to exclude funding mechanisms you are not interested in (ex. fellowships, internships, etc.) Geographical Restrictions should be used to restrict programs based on where you are located. Choose your state and region in combination with No RESTRICTIONS. Locations Tenable allows you to specify where you would like to go to carry out the award. Include Any/No Restrictions to include programs that do not specify location restrictions. Sponsor Types describe the type of organization administering the grant/award (ex. federal, foundation, etc.)

81. Back to Contents XIII. CV Categories Back to Contents

82. CV Categories Entering CV Information Advisees: Store data about students/scholars with whom you have served as thesis advisor. Collaborators: List individuals with whom you have collaborated on a project, book, article, report, or paper. Committee Memberships: List any committees on which 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 have participated. Education: List educational background. Employment: List your current and previous employment. Honors and Awards: List any honors and awards received. GENIUS categories and their purpose are described below. Languages: List proficiency in all languages. Patents: List all patents granted. Professional Associations and Societies: List all professional associations to which you have belonged. Professional Licenses/Certificates: List all professional licenses and certificates obtained. Publications: List all works you have had published. Research: Enter information about your research and research interests/areas of expertise. Reviewed Works: List all reviewed works (peer- reviewed bodies of work not scheduled to be published or previously published.) Sponsored Funding: List any current, past, and pending support from projects and proposals from all sources. GENIUS categories enable you to store your Curriculum Vitae. You may enter information into as may categories as needed to satisfy your personal requirements.

83. Back to Contents XIV. Biographical Sketch Templates Back to Contents

84. Biographical Sketch Templates Creating Biographical Sketch Templates Once you enter information into the GENIUS categories, you can customize and generate the official NIH 398 Biosketch from data stored in your GENIUS profile and export your CV information into Word. We are now going to create a sample Biosketch Template tailored around the topic of cardiology.

85. Back to Contents Biographical Sketch Templates Creating Biographical Sketch Templates To create a Biosketch Template, click Add under the Biographical Sketch heading on the Profile Summary Page. The “Please Enter a name for your New CV Bio” dialog box will appear. Enter a name for your new CV Biosketch in the text box and click OK.

86. Back to Contents Biographical Sketch Templates Creating Biographical Sketch Templates The CV Bio Setup Form will appear displaying all of the information that has been entered into your GENIUS profile. Leaving the drop-down box blank will omit that information from being displayed in the selected formats. Click Save Layout when you are finished ordering the categories and the information within each category. Determines the order in which the category name will be displayed in the Full CV format. You can select the order in which each category will appear in the the Full CV Word document format. FF and FF Modular Biosketch formats generate the official 398 form. The categories can not be rearranged. Determines the order in which the category information will be displayed in the FF, FF Modular, and Full CV formats. You can determine the sequence in which each item within a category will be displayed on the FF, FF Modular, and Full CV biosketch formats. Information under the General category will automatically be displayed first.

87. Back to Contents Biographical Sketch Templates Creating Biographical Sketch Templates Click OK to save the changes made on the screen. The “Do you want to save the changes made on this screen?” dialog box will appear. The CV Bio Setup Form will appear. Click Return to return to the Profile Summary Page.

88. Back to Contents Biographical Sketch Templates Creating Biographical Sketch Templates The process can be repeated to customize multiple biosketches within your GENIUS profile to be used with all NIH proposals. The Profile Summary Page will display each of your Biographical Sketch Templates once they have been created.

89. Back to Contents Biographical Sketch Templates Viewing Biographical Sketch Templates Click the.PDF icon under the FF or FF Mod header next to the template you want to view. Once you create a biosketch template, you can view the forms in three formats. Click here to view FF or FF Modular form. The official NIH 398 Biosketch forms will appear in.pdf format and will contain the information that you selected from your GENIUS profile. Click the Word icon under the Full CV header next to the template you want to view. Click Download Document to view the Full CV. The CV information that you selected from your GENIUS profile will be displayed in a Word document. This document can be saved to your hard drive and edited in Microsoft Word or Word Perfect.

90. Back to Contents Biographical Sketch Templates Editing/Deleting Biographical Sketch Templates Once you have created a biosketch template, you can edit or delete your biosketch at any time. To edit your Biosketch Template, click the edit icon under the Edit header next to the template you want to edit. The CV Bio Setup Form will appear where you can make your changes. Click Return to return to the Profile Summary Page. To delete your Biosketch Template, click the delete icon under the Delete header next to the template you want to delete. The “Are you sure you want to delete this CV Bio?” dialog box will appear. Click OK to delete the CV Bio.

91. Back to Contents XV. Editing a GENIUS Profile Back to Contents

92. Editing a GENIUS Profile Once you create a GENIUS profile, you have control over your profile information and can access your profile at any time to make changes. To edit your GENIUS profile, click Edit Existing Profile from the SMARTS/GENIUS Search main page. Enter your username and password. Editing Your GENIUS Profile The Profile Summary Page will appear where you can edit the appropriate categories of your profile.

93. Back to Contents XVI. Accessing GENIUS Search Back to Contents

94. Accessing GENIUS Search To access GENIUS Search, go to http://www.infoed.org. Click Access Info.Office.http://www.infoed.org Click GENIUS Search.

95. Back to Contents XVII. GENIUS Searching Back to Contents

96. 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) SMARTS/GENIUS Search Main Page

97. Back to Contents 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.

98. Back to Contents Quick Search The GENIUS Search Results page will appear where you can view your search results.

99. 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.

100. Back to Contents 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. Advanced Search Click Hyperlink Categories to make selections Type a word or phrase into the Free Text Fields

101. Back to Contents Advanced Search Full Profile Search Allows you to enter a word or phrase to search an entire GENIUS profile. Advanced Search Categories Search categories and their purpose are described below. 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 particular institution. 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. in Country(s) Allows you to search for potential collaborator(s) within a certain country. in States Allows you to search for potential collaborator(s) within a certain state.

102. Back to Contents Advanced Search Categories Advanced Search We are now going to run a sample search utilizing a few search categories. Enter Biological Sciences into the Full Profile Search free text box to search an entire GENIUS Profile for that phrase. Click in Country(s) to select U.S.A. This search will find all profiles located at institutions in the U.S.A. that contain the phrase biological sciences.

103. 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.

104. Back to Contents Advanced Search View/Delete Search Criteria To delete the entire search, click Clear Search.

105. Back to Contents XVIII. Viewing Investigator Profiles Back to Contents

106. Running a Search Viewing Profiles Once you select your search criteria, you can set the number of search results that will be displayed per page. The number of results you can select ranges from 25-100. Click Run Search to run the search.

107. Back to Contents Viewing/Selecting Search Results Viewing Profiles 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.

108. Back to Contents Profile Display Page Viewing Profiles 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 nameInstitution Name General Information

109. Back to Contents Ethnic/Racial Status Categories used to store Curriculum Vitae (Will vary depending on individual profile): Categories used in SMARTS matching (Will vary depending on individual profile): Geographical Restrictions Locations Tenable Employment Education Honors and Awards Languages Viewing Profiles

110. Back to Contents Viewing Profiles Committee Memberships Research Publications Categories used to store Curriculum Vitae (Will vary depending on individual profile):

111. Back to Contents XIX. GENIUS Reporting Back to Contents

112. Report/Destination Options GENIUS Reporting After you run your search and view your results, you can create reports of GENIUS profiles from the GENIUS Search Results page. To Print or Save to File your search results, first select the profiles you would like to include in your report by selecting the check boxes next to the appropriate investigators’ names.

113. Back to Contents Report/Destination Options GENIUS Reporting Select your report format. Report Options Select the output type. Destination Options Click Build to build your report. You will see the GENIUS profiles you selected in the report format you specified.

114. Back to Contents Report/Destination Options GENIUS Reporting 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 user- controlled; 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.

115. Back to Contents Custom Layout GENIUS Reporting By clicking Custom Layout, you can customize your report layout to include the fields that satisfy your search requirements. De-select the check boxes next to the GENIUS category names you do not want to include in your report and click Save Layout. The Custom Layout will look like this (including the General Information, Keywords, and Research Interests fields):

116. Back to Contents Report/Destination Options GENIUS Reporting 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.

117. 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.

118. 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.orgoffice@infoed.org WWW:http://www.infoed.orghttp://www.infoed.org EXIT Back to Contents