1. WELCOME TO PIVOT! THE OFFICE OF GRANT & CONTRACT SERVICES RESEARCH ADMINISTRATION

2. WHAT IS PIVOT? Pivot is a powerful tool that will help you to: Find and track potential funding opportunities A global database packed with 28,000 records of funding opportunities worth an estimated $33 billion & updated daily; Pivot uses an advanced algorithm to help you find grants and other monies from public and private sponsors Find potential collaborators from UTA and worldwide Over 3.2 million faculty profiles and growing, with over 200 disciplines represented from 75+ countries and 2,100 universities 2

3. ACCESSING PIVOT Go to http://pivot.cos.com from anywhere– automatic association with UTA on campus http://pivot.cos.com Don’t forget to log in to save your searches, track funding opportunities, and more Compatible Browsers include Chrome, Firefox, IE, and Safari 3

4. CREATING A PIVOT ACCOUNT 4

5. USING PIVOT My best advice: USE THE ADVANCED SEARCH FUNCTION! 5

6. SEARCHING FOR OPPORTUNITIES Use keywords! Check the “Explode” box to get more matches Activity Location – United States / Unrestricted Filter by deadlines or sponsor requirements Don’t forget to use the “Exclude Opportunities” section to further refine your search Use Truncation (Asterisk), Proximity Operators (pre/#, w/#), Exact Phrase Searching (Double Quotes), and Precedence (Parentheses) to give your search more flexibility. 6

7. SEARCHING FOR OPPORTUNITIES 7

8. SAVING SEARCHES Once you’ve added your keywords and other search criteria, you can save it. Pivot can send you weekly emails with new opportunities that match your saved search. 8

9. TRACKING FUNDING OPPORTUNITIES Step 1 is to search; Step 2 is to track. 9

10. TRACKING FUNDING OPPORTUNITIES Now your tracked opportunities show up in your home screen. You can add the deadline to your calendar, add tags & email reminders, and share with your collaborators. Under Options menu 10

11. ACTIVE OPPORTUNITIES If you’re pretty certain that you want to apply to a given opportunity, you can add it to “Active Opportunities” to set it aside from your longer list of Tracked Opportunities. 11

12. ACTIVE OPPORTUNITIES Active Opportunities have all the same options as Tracked Opportunities, but they are set apart for easy access. 12

13. BUILDING YOUR PROFILE FOR BETTER RESULTS Log in to your Pivot account and click on your name Click “Claim Profile” You can either click “This is me” if your name pre- populates, or click “Create your Profile” if no match is found 13

14. BUILDING YOUR PROFILE FOR BETTER RESULTS Pivot allows users to update the following profile information: Name Email Addresses Webpages ORCID ID Expertise Affiliations Education Keywords Languages Associations Honors Pivot updates publications and faculty bios automatically on a periodic basis. 14

15. ADDITIONAL PIVOT FUNCTIONALITY Funding Advisor (based upon profile information) Using Pivot to find potential collaborators – both at UTA and external institutions Quick Searching by Sponsor / Text Customizable deadline notifications Creating a group for easy sharing of funding opportunities (non-users can view for 14 days) Tracking Limited Submissions Curated Lists 15

16. NEED HELP WITH PIVOT? Call or email your OGCS Pre-Award Specialist at (817) 272-2105 & preaward@uta.edupreaward@uta.edu Visit Support / Help – https://pivot.desk.comhttps://pivot.desk.com Visit Pivot’s Youtube Channel - https://www.youtube.com/user/ProQuestPivot https://www.youtube.com/user/ProQuestPivot 16

17. THANK YOU FOR LISTENING! Alyson Stearns Pre-Award Specialist, Office of Grant & Contract Services (817) 272-2105 / preaward@uta.edupreaward@uta.edu 17