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SPIN User Guide

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1. SPIN USER GUIDE Version 13 0 US Edition Legal Disclaimer InfoEd International Inc has prepared this Document for use by InfoEd International Inc personnel licensees customers and prospective clients The information contained in this Document is solely owned and proprietary to InfoEd International Inc All materials and information contained in this Document are copyrighted and all rights and privileges contained therein are afforded to and enforceable by InfoEd International Inc The material and information contained in this Document may not be modified altered or integrated into any other electronic or printed material without first obtaining written permission from InfoEd International Inc Licensees and customers may copy the information contained in this Document for distribution to authorized users for the purposes of developing internal training materials provided that all titles trademarks and copyright proprietary and restricted rights notices shall be reproduced in all such copies or materials Licensee shall not copy make available nor distribute all or part of the information contained in this Document to any third party by assignment sublicense subscription or by any other means InfoEd International Inc shall not be liable for technical or editorial errors or omissions in this Document or in any reproduced translated or transmitted copies or for incidental or consequential damages resulti
2. rrrrrnnrnrnnnnnnrnrrnnnrvrrnnnnrnnnnnnrnnnnnnrennnnnn 54 4 1 9 View More Detailed Opportunity Information rrranrrnnnnrnnnnrnrnnnennnnrnnnnrr 55 4 1 9 1 Opportunity Description Tab rrrrrrrnnnnnnvrnrrnnnnrrrnrnnnnnnennnnnnnnnennnnnnsnsennnnn bi 4 1 9 2 Eligibility Requirements Tab rrrrrnnnnrnnnnnnrnrnnnnrvnnnnnnenvnnnrennnnnnennnnnnrennnnnen 58 infoEd Global me 3 infoEd Page 6 of 144 4 1 9 3 Funding Guidelines Tab rrrnrrnnnnrnnnnnnnnnvvnnrrnnnnnnnnnrnnnrrnnnnnnnnnsrnnnnnnnsnnnenee 60 4 1 9 4 Sponsor Information Tab errnnnnrnnnnnnvrrnnnnrnrnnnnrnnnnnnrenrnnrrennnnnrennnnnnennnnnnen 62 4 1 9 5 Funding Opportunity Number Information BOX rrrnnrrrrrnrnnnnrvervrnnnnrrnnnnnnn 63 4 1 10 Bookmarking A Specific Program rrrnnnnnnnennnnennnrnnnnnnnnnnnnnennnnennnnennnennnne 64 4 1 11 Exporting Your Search Results To Word or Excel csceecseeeeeeeeeeees 68 4 1 11 1 Customizing Export Content rrrrrrnnnrnrrnrrnnnnrvvnvnnnnnnrnnvnnnnnrrnnrnnnsnsrnnnnn 73 42 Advanced o EE AE 77 4 2 1 Advanced Search Icon Bar rrrannnnnnnnnnnnnnnnnnennnnennnnnnnnnnenrnnrnnnnnennnnennnnen 78 aed We ANDRE 79 212 NE NNN 80 4 2 1 2 1 Single Level Advanced Search Example cccccsseeeeeeeeeeeeeeeeeeeeeeees 85 Aa So 0 EEE 86 4 2 1 3 1 Multi Level Advanced Search Example rrrnnnnrrnrrrnrrnnnnnnnrrrnnrrnnnnnnnrr 86 4 2 2 An Advanced Search Example cccccccccsscccsscecceeee
3. TF T THT amp TT _ _ SSS sss infol sen Jess Gorman InfoEd Global Sian Out Search mode Basc Applicant Location j Applicant Type x Search am licant Location Citizenship Status Clear Filters 6 i US Fish amp Wildlife Seruce Departme F12AS00005 01 Apr 2012 0 00 USD of the Interior US Fish amp Wildlife Semice Depariment F12AS00057 01 May 2012 250 000 00 USD of the Interior National institute on Drug PA 11 027 7 Jan 201 0 00 USD Abuse NIH DHHS 02 07 Jan 2014 Daily conversion rates provided by XE com Terms of Use ey info Ed GLOBAL These are the same filters that appear in the drop down menu if you hover your cursor over Category Filters in the yellow tool bar If the words are bold the specific filter has been used within the search in this case Applicant Type was used as a filter Although you may not click on these specific terms they give you insight into whether you re receiving ALL of the results or only a portion of them For more information on working with category filters please continue on to Section 4 3 Category Filters SPIN USER GUIDE VERSION 13 InfoEd Global Inc Page 38 of 144 Q info Ed LOBAL Below the category filters list are multiple columns containing result information listed in individual columns SPIN ID This is the InfoEd generated SPIN ID number us
4. 170 000 00 USD Diversity MNIRGD 11234567890 MM Displaying items 1 10 of 3671 For more information on this search results grid and the Basic search mode please refer to Section 4 1 3 Results Returned and Section 4 1 1 Performing A Basic Search 4 5 2 Shared Searches While using the new SPIN module whether you re logged in or not you have the ability to access any shared searches within your institution The purpose of a shared search is to conveniently distribute search results including any set category filters or specific options to a group of people This allows multiple individuals to receive the same search results without creating extra work or the possibility of different results SPIN USER GUIDE VERSION 13 InfoEd Global Inc Page 115 of 144 Kd infoEd LOBAL To access the Shared Searches screen Figure 91 click Searches gt Shared Searches Figure 91 Available Shared Searches PG I 3 y Jess Gorman InfoEd Global Sign Out Available Shared Searches 1 Non US Citizen Postdoctoral 12 Feb 2012 24 Apr 2012 Jetter David 5 STEM 13 Feb 2012 13 Feb 2012 Jetter David 6 Limited Submission Renewable Energy 13 Feb 2012 20 Apr 2012 Jetter David Medical Education Upcoming 14 Feb 2012 20 Apr 2012 Jetter David Dept Army with Medical 07 Mar 2012 20 Apr 2012 Jetter David Chem E Adv Search 14 Mar 2012 20 Apr 2012 Jetter David gt Gi Disp
5. amp Wildlife Service Department of the Interior pe H i P PAG PA P E E P A A A E A A A E A E O A E P P N NAP P 393815 i National institute on Drug Abuse NIH DHHS PA 11 0272 07 Jan 20142 0 00 USD a Refresh firstprev 11 10selectf nextlast Displaying items 1 4 0f 4 EE SPIN USER GUIDE VERSION 13 ry d InfoEd Global Inc kd Jin fi O E Page 69 of 144 GLOBAL If you click on the Save button on the File Download popup Figure 50 the Exported Document Save As Popup Figure 52 will appear prompting you to name the document and browse to select the desired location to save the new file to Figure 52 Exported Document Save As Popup Save s Gym v e Organize New folder Ci j Fr Favorites gt Libraries ME Desktop System Folder Recent Places a Downloads _ Gorman Jessica System Folder Libraries Documents a Music Pictures Network F Videos System Folder Computer System Folder li Computer i T 2012 UGM File name Eiken Save as type Microsoft Office Word 97 2003 Document Hide Folders pay Cancel If you click on the Cancel button at the bottom of this popup the file will not be saved and you will be returned to the Results Returned section filled with your unaltered search results If you would like to Save the exported document once you have entered a file name and selected the location for your new document click o
6. 4 1 5 1 Modifying the Order of the Columns You may modify the order of the columns by clicking on the specific column you wish to change and then dragging it horizontally to the new location This helps you place column s you find more valuable into a more desired location s S For Perhaps a user is searching for programs based on the gt Example Opportunity Title and they d like to see that column first on their Results Returned list No problem The user will simply click on the Opportunity Title column and then using their mouse they will drag the selected column to a new location in the grid see Figure 23 SPIN USER GUIDE VERSION 13 ey d InfoEd Global Inc e In fi O E Page 44 of 144 GLOBAL Figure 23 Modifying the Order of the Columns Search mode sasc GD me Applicant Location Project Location Citizenship Status Clear Filters ife Without Bord ically Endangered I US Fish amp Wildlife Seruce Department 7 wo F1 1 201 0375 rs sd iea 24S00005 01 Apr 2012 0 00 USD Fish SericeDepartm 12958 US Fieh amp WIND epanment 42400057 01 May 2012 250 000 00 USD of the interior T F National Institut D 39381 f m wl ENG PA 11 027 07 Jan 2014 0 00 USD Roles In Drug Abuse R01 Abus e NIH DHHS In the figure above Figure 23 Opportunity Title is the second column in the table and SPIN ID is the first In the illustration the user has clicked on the Opportunity Title Column Header and is draggin
7. Furthermore the development of these complex neural circuits occurs over a wide developmental period from early embryogenesis through late adolescence Elucidation of the molecular and cellular processes underlying the development of Next Followup Date 01 Nov 2012 these cortical areas and the limhir svaetem will nrmaide critical insinhts intn the adantive nrnresses assenriated with drin addictinn as well as insinhts intn merhanisms that Last Revised Date 19 Dec 2011 This window displays all the information available for the specific opportunity in four distinct tabs and one information box e Opportunity Description Section 4 1 9 1 e Eligibility Requirements Section 4 1 9 2 e Funding Guidelines Section 4 1 9 3 e Sponsor Information Section 4 1 9 4 e Funding Opportunity Number Information Box Section 4 1 9 5 On this popup you may e Toggle between the four tabs to view detailed information on the program e Email the program descriptions using HTML or text and or bookmark the program see Section 4 6 Bookmarks e Look up similar opportunities by clicking Options gt Find Similar Opportunities This will begin a search for additional programs using the eligibility and keywords from the original program you were looking at see Section 4 4 Search Options SPIN USER GUIDE VERSION 13 e d InfoEd Global Inc kd in O E Page 56 of 144 GLOBAL When youre finished you may close the Additional Search and Opportunity sc
8. Papua New Guinea Solomon Islands Vanuatu Micronesia Polynesia Save and Exit Exit 2 The location list functions similarly to the other lists in Category Filters it give you the ability to maximize minimize the locations options by pressing either the Expand icon or the Collapse icon From the list select the location s you are willing to travel to in order to complete the work Once you have selected your location s either double click the location to move it to the opposite table or press the Back H6 Forward lt Group Back aa or Group Forward buttons Make sure to save your filters before exiting the screen SPIN USER GUIDE VERSION 13 InfoEd Global Inc ky ad in fi O Ed Page 100 of 144 GLOBAL You decide that you want to do your work somewhere exotic and decide that either Africa or any place in Oceania will be ideal 50 you would then double click those locations and have them transferred to your Project Locations Options You are tired of the cold weather so you would not click Antarctica or Americas 4 3 5 Citizenship Status The final option you may use to filter your opportunity results is through Citizenship Status This section is used to determine if the sponsor has a specific citizenship status requirement for their opportunities To access the Citizenship Status filter Figure 81 click SPIN Main Screen gt Category Filters gt Citizenship Status or Citizenship St
9. The screen closes and only programs that will now display in your results will be programs that you re eligible for based on your location 4 3 2 Applicant Type Another category you may use to filter your search is Applicant Type This filter is also set up as a hierarchy and is used to determine which attribute s the sponsor will require of an applicant either as an individual or as an organization These are characteristics that pertain specially to you or your institution To access Applicant Type Figure 78 click SPIN Main Screen gt Category Filters gt Applicant Type or Applicant Type from within the SPIN Search Filters popup window SPIN USER GUIDE VERSION 13 ey d InfoEd Global Inc e In fi O E G Page 96 of 144 LOBAL Figure 78 Applicant Type ntLocation ApplicantType ProjectType This is used to determine which attribute s the sponsor will require of an applicant There are descriptors for both individuals and organizations Select all that apply If nothing is selected the system will not filter on this field Applicant Type Options Chosen Applicant Type Restrictions Organization Applicant Individual Applicant Academia Administrative Staff i Faculty Member _ tk Student t Individual Miscellaneous Attributes Professional Individual Save and Exit This screen is set up similarly to the Applicant Location screen The top contains the additional filter categories
10. arrow next to the default currency listed opens a drop down menu containing all of the currency types you may choose to use When you perform a search whatever type of currency you pick will display in the results and the detail page The base currency and amounts will always be available in the full opportunity description g Please The currency rates are downloaded on a daily bases They are Note never older than 24 hours and are calculated by XE Once you are finished with the SPIN Search Options popup window make sure to save your alterations by clicking the button or press the button to close the window without saving If you saved the changes everything will be available in the next search you perform Save and Exit SPIN USER GUIDE VERSION 13 gy da InfoEd Global Inc e In fi O E G Page 106 of 144 LOBAL Please At the bottom of the SPIN Search Options popup window is a 7 Note Terms of Use link Clicking the link opens a XE Datafeed Legal Agreement URL window This page contains information on the site s terms of use the universal currency converter and information on currency charts You may continue to browse the website although this organization is not directly affiliated with InfoEd 4 4 2 Detail View Column Options The Detail View section provides individuals with the ability to decide what type of information they would like to see in their search results and it what order Th
11. 25 Apr 2012 x b Transportation Opportunities 25 Apr 2012 x 4 4 gt gt i Displaying items 1 2 of 2 Save Changes The screen opens to a display of any and all searches that you have saved Please Please note that after loading a saved search its criteria including LV Note category filters and such can be modified and it will not alter the saved criteria After modification the user may then save the search as their own or overwrite the original one if the original one was their own search SPIN USER GUIDE VERSION 13 y d InfoEd Global Inc KI In fi O E G Page 111 of 144 LOBAL The following information is available on the Saved Searches screen Filter Search Name By running a search you are pulling back the search criteria you previously saved The results will not always be the same but the search criteria will be the same as when you first conducted the search By running a previously saved search you are re evaluating that search s criteria search parameters category filters and search options against the current data If the user has included the Limit Search to Recently Updated Records option on the SPIN Search Options Popup Figure 83 they will almost always see entirely different results even though the search criteria has been saved Clicking the Run button opens a Load Selected Criteria popup window You may either choose to Load Search in which case the search
12. 55 This is the date you saved your search This is a non editable field but may be reordered by pressing the icon or the icon You may also filter the category by pressing the icon This is the date you last accessed the Saved Search The field will update every time you work with the Saved search This is a non editable field but may be reordered by pressing the icon or the icon You may also filter the category by pressing the TY icon This column will only be available for Administrators By sharing a Saved Search additional people may view the search results category filters and specific search information Click the check box next to the specific Saved Search you wish you Save Changes share and press the button The search you shared will display on the Shared Searches page Please see Section 4 5 2 Shared Searches for more information Click the check box a second time to take the search off the Shared list You may delete any search you ve saved Click the icon next to the specific saved search you wish you delete A popup window confirming the pending delete will appear Press OK to continue with the delete Cancel you end the process Once you delete a search the screen will refresh without the Saved search This is a permanent step and cannot be reversed Make sure you are only deleting Searches you are positive you do not need Le Clicking the icon refreshes the Saved Searches scre
13. G Page 42 of 144 LOBAL 11213456 789 WH _ SPIN USER GUIDE VERSION 13 InfoEd Global Inc Page 43 of 144 This button is typically referred to as the Back button In the list of pages when a user clicks on this button they will be transported back one page For example if the user is currently on page 21 of the search results and they click this button they will be brought back to page 20 This part of the bar lists the page number s of search results in the Results Returned section The initial view upon search generation will include numbers 1 through 10 if applicable If there are more than 10 pages of programs will follow the 10 signifying that there are more pages available for viewing To access a specific page the user will simply click upon the page number In the bar shown here the user has selected to view the second page of programs hence the 2 is highlighted in white informing the user that they are currently viewing page 2 of the search results If the user would like to jump to a page beyond page 10 they would simply click on the and then next ten pages if applicable will be listed 11 to 20 then 21 to 30 and so on If you would like to view more results on a single page use the icon to pick how many programs to display on each page The options are 10 25 50 or 100 programs This button is typically referred to as the Forward button In the list of pages when a user c
14. Information tab Figure 44 Figure 42 Sponsor Information Tab Sponsor Information Sponsor Contact Information Derek Litchfield International Affairs Specialist Division of International Conservation 4401 North Fairfax Drive Suite 1001 Arlington VA 22203 1622 USA Phone 703 358 2634 Fax E Mail Derek Litchfield fws gov Website Program URL http vwwdl g Sponsor Instructions The following information is displayed on this tab Sponsor Contact This field is a display only text box containing the sponsor s Information contact information including Contact Name Contact Title Contact Mailing Address Contact Phone Number Contact fax Number Contact Email Sponsor Contact Website Program URL and Sponsor Instructions SPIN USER GUIDE VERSION 13 Or d InfoEd Global Inc kd in if O E G Page 62 of 144 LOBAL 4 1 9 5 Funding Opportunity Number Information Box The first tab on the Opportunity Information popup window is the Opportunity Description tab Figure 44 Figure 43 Screenshot Name Funding Opportunity Number F124500057 CFDA Humber 15 672 Deadline Date 01 May 2012 Deadline Type Established Date 18 May 2010 Last Revised Date 03 Feb 2012 Next Followup Date 01 Apr 2013 SPIN USER GUIDE VERSION 13 ry d InfoEd Global Inc kI in fc O E Page 63 of 144 GLOBAL The following information is displayed on this tab Funding This field is a display on
15. Opportunities Export Last Updated x w Last Updated 25 Apr 2012 28336 RFP Advanced Propulsion Concepts and Cycles Department of the Air Force BAA 12 03 PKP 25 Jun 2012 25 Apr 2012 28337 RFP lIsotope Reaction of Hydrazine Reactions National Aeronautics amp Space Administration NNK12432595Q 09 May 2012 25 Apr 2012 28335 RFP DoD SBIR Program Federal One Time Opportunity DoDSBIR2012 2 27 Jun 2012 25 Apr 2012 RFP NICHD Contraceptive Clinical Trials Network National Institute of Child Health and Human NIH NICHD CRHB 2012 28000 25 Apr 2012 Male Sites DevelopmentNIH DHHS 04 28002 RFP SBSA Statistical and Clinical Coordinating National Institute of Child Health and Human NIH NICHD CRHB 2012 25 Apr 2012 Center Development NIH DHHS 05 28004 RFP Amendment Chainsaw Training Corporation for National and Community Service CNSHQ12T0014 25 Apr 2012 RFQ PR OCFO 11 27657 RFP Environmental Finance Education amp Training Environmental Protection Agency 00303 11 Jun 2012 25 Apr 2012 28338 RFP USAID Peru New Alternatives Program U S Agency for International Development SOL 527 12 000013 16 May 2012 25 Apr 2012 w Last Updated 24 Apr 2012 q p i V gt 27857 REP Amendment Integrated Computational Methods Nenartment of the Air Force RAA 12 09 PKM 2 Mav 2012 24 Anr 2012 Since this page is preconfigured you are unable to run any searches for specific items The few options you have on the screen
16. Search Results for more information on the filter functionality Shared Checking the Shared checkbox shares the bookmark group Once you save the changes the shared group will appear on the Shared Opportunities page Click the Shared a second time to take the group off the Shared list Please see Section 4 6 2 Shared Opportunities for more information SPIN USER GUIDE VERSION 13 a a InfoEd Global Inc e In fi O E Page 122 of 144 GLOBAL Delete Clicking the Delete icon located at the end of the group line on x the main Bookmarked Opportunities page to delete the specific group When clicked all the programs in the group will be deleted from the list and it will no longer be available on either the Bookmarked Opportunities page or the Shared Opportunities page There is also another Delete icon next to every program within the specific group when you expand the group If you click on the Delete icon beside a select program that program will be deleted from the bookmarked group Critical Deleting a bookmark group and or deleting a bookmarked Warning program are both permanent steps and cannot be reversed Make sure you are only deleting Programs Groups you are positive you do not need Refresh a a Ha Clicking the icon refreshes the screen If you ve made any wh changes and the page did not automatically refresh click this button and the page will reload displaying the new adjusted infor
17. Terms On the Keyword Search tab you may also select to utilize the Include Broader and Include Narrower functionality to create varying levels of searching depth to further customize your Keyword Search This functionality is optionally selected for each keyword chosen for a group This allows a single selection to traverse the keyword hierarchy either up or down when the keyword is used in an advanced search This is the level to which you want to broaden your search By checking neluge Broader and changing the number from the default of 0 to a number from 1 10 with 10 being the broadest level you will be able to include up to 10 times broader terms in your keyword search For example if you went two levels broader in your search changed the number to two for the word Shipping you might return the terms Steamboat or Lines Instead of selecting multiple keywords a user can choose to select a single keyword and Include Narrower Terms a user defined number of levels down and this will automatically include all of the children terms that many levels down the hierarchy when the search is run D For For example selecting the term Metastasis and include narrower lt Example terms 1 level down the search will also find opportunities that are associated to Bone Metastasis Lymphatic Metastasis or Liver Metastasis Choosing two levels down will also include all of the narrowe
18. a specific user allowing you to save your settings and searches e Or if you were previously using the system as an anonymous user but now wish to login you may copy over and save any filters and search options you had set during this session to your user profile Login ID The SPIN username assigned to you via your organization Password The SPIN password assigned to you via your organization Copy A checkbox that when checked will copy over and save any anonymous filters and search options you had set during your current settings to your session to update your user profile profile If left unchecked none of the details of your current session will be saved to your user profile Remember me checkbox that when checked will save your login and password information allowing you to bypass this popup window next time you access the SPIN system If left unchecked your login information will not be saved and you will have to enter your Login ID and Password the next time you try to access the SPIN system 2 2 1 SPIN Login amp Copying Anonymous Settings Profile Upon login to the SPIN system you will enter your username and password and click on the checkbox and then click on the 49 button The SPIN Login popup window Figure 7 will close saving any changes searches you preformed while anonymous updating your user profile with the selected changes and then allowing you to access them at a later time Crit
19. a tag Size 4 50 KB a SPIN USER GUIDE VERSION 13 InfoEd Global Inc Page 71 of 144 Title Add a title If you double click on the exported document in this Folder View it will open in the selected program Now let s backtrack a bit so we can address an important note incorporating the fact that different organizations may be running varied versions of Microsoft Office Whether you are opening the exported document or saving the exported document the Save As Type defaults to Microsoft Office Word 97 2003 with a file extension doc or Microsoft Office Excel 97 2003 with a file extension xISs When opening or saving an exported document if you are running a more recent version of Microsoft Word or Excel than 2003 a popup message Figure 55 will appear informing you that the file you are trying to open is in a different format than specified by the file extension It asks you to verify that the file is not corrupted and is from a trusted source before opening the file The file is not corrupted and is from a trusted source so It is safe to open Figure 55 Different Format Validation Popup Microsoft Office Excel The file you are trying to open GridResults xls is in a different format than specified by the file extension Verify that the file is not corrupted and is from a trusted source before opening the file Do you want to open the file now ves Help If you would like to continue open or
20. about the functionality of the SPIN Main Screen in a narrative section of text and next to where the screen name is listed we may have included See Section 3 1 or See Section 3 1 The SPIN Main Screen A simple listing of the related screenshot Figure and or Section itself is very helpful in helping navigate your way successfully from screen to screen or section to section but to make it even easier not only are the related Figure s and Section s listed the numbers of the Section Figure can be cirl clicked for instant access to the related item SPIN USER GUIDE VERSION 13 gy d InfoEd Global Inc iJ in fi O E Page 5 of 144 GLOBAL Table of Contents 1 AE OO EE 12 2 Logging Into SPIN rrrrannonnnnernannennnnevnnnrnnnnnennnnennannennnnennnnennnnsennanennnssennnsennnn 13 NAN 14 2 2 Anonymous AES Samenes eedsaneseseseskekendne 16 2 2 1 SPIN Login amp Copying Anonymous Settings Profile rrrarrrnrrnarrnnnennnrr 19 2 3 LOQIN 200 0 SEE EEE ENER 20 2 3 1 Additional Functionality after Login arrrarenarenareranenaneranenannnannnannnnnennnen 20 3 Working With SPIN rerronnornnnnnennnnnennnnnrnnnnnnennnnnrnnnnnsennnnnennnnnsnnnnssennnnsennnnnee 22 Sol TENNENE 22 VENETO Nr 24 LATT 25 3 1 3 The Yellow Tool Bar rrarnannnnnnnnnnrnnrnnrnnnnannnnnnnnnernennnrnunnnnnnnnnnnnnnnennernenner 26 SNE 27 Sales FVT SAN 28 3 1 6 Progressive Text Feature rrrnrrnnrrnnrrvnrrvnrrvnrrnnrrnnrrnnnrnnrennernnernnennnne
21. as you would like to Searches are carried out against the entire text of the SPIN programs this includes opportunity tiles sponsor names synopses objectives as well as funding opportunity numbers email addresses keywords and several other fields The search automatically invokes inflectional forms of the entered words For example a search for test will scan all SPIN programs for test tests tested and testing This can be disabled by inserting a plus sign before the search term as shown below The search also has the ability pass the entered terms through an integrated thesaurus potentially expanding the terms being searched for For example a search for cancer will scan all SPIN programs for cancer carcinogens chemotherapy tumors oncology and other terms This can be invoked for all terms entered by simply enabling the Find Similar Terms checkbox or by inserting a before each individual term you want passed through the thesaurus Note that enabling the Find Similar Terms checkbox will not expand quoted strings e g search term via the thesaurus by default You must insert a before the quoted string as shown below The search also contains a number of capabilities to build complex searches with various logic and grammar parsing The commands can be combined together along with parenthetical logic to dictate the order of operations for building complex queries defining exactly what you are looking for Desc
22. click on the AND OR Search Logic Function which is the first part of the Icon Bar Clicking AND opens a drop down list containing the words AND and OR Figure 64 These AND OR options represent the search logic to be used in the Advanced Search The user will click on whichever search logic option they would like to base their search on Figure 64 AND OR Search Logic Function Search mode ADVANCED OR SPIN USER GUIDE VERSION 13 Py d InfoEd Global Inc Ad ag if O E Page 79 of 144 GLOBAL 4 2 1 2 Add Expression The second function on the Advanced Search Icon Bar is the Add Expression ae button Clicking this icon triggers the Add Expression Icon Bar to appear There are a few main elements to this new Icon Bar including a blank search box and a button bar with the words Full Program Full Program and Contains Contains see Figure 65 J Figure 65 Add Expression Icon Bar Search mode ADVANCED When clicked Full Program becomes a drop down list where the user can select the specific expression field s they would like to search filter using se The Full Program drop down contains a list of select Full Program fields that the user may select to search filter using Expression Search Field and build into their expression We call this the expression search field The default value for the expression search field is Full Program which when used as the expre
23. field and then Contains as the expression mode and then enter in TREE as the second criteria you will add two more identiacal expressions for CLOUDS and SOIL As you can see in Figure 70 you may create an unlimited number of groups to get more and more specific in what you re searching for Also if you use the OR term you MUST have at least two criteria you re using in your search You re searching for humans OR animals fire OR smoke OR water etc Using the OR language with only one term will result in the search basically only searching for that singular term Figure 70 Multi Level Advanced Search fbd SPIN Search mode ADVANCED E SEEDS x CLOUDS x SOL x SPIN USER GUIDE VERSION 13 e d InfoEd Global Inc kI In fi O E G Page 87 of 144 LOBAL Please see Section 4 2 2 An Advanced Search Example to see a sample search using expression groups 4 2 2 An Advanced Search Example Let s assume you want to search for programs about Automobiles You would begin by clicking the Add Expression icon bringing up the Add Expression Icon Bar You would enter Full Program for the expression search field because you want to search all programs fields for the word Automobile Then you would select Contains as the search mode and enter Automobile in the blank search field Figure 71 Figure 71 Advanced Search Setting Up The First Expression Anonymous User InfoEd International In
24. for the selected Saved Search SPIN USER GUIDE VERSION 13 gt e d InfoEd Global Inc KI in if O E G Page 114 of 144 LOBAL Search Results ts Displaying 3671 Results Filtered 2 Harriett G Jenkins Pre Doctoral Fellowship Project JPFP Research Project Grants Ames Research Center Unsolicited Proposals SSIISID Fellowship Program Neville Butler Memorial Prize Summer Research Program Postoctoral Fellowships New Investigator Research Grant to Promote Diversity NIRGD Postdoctoral Research Fellowships Mentored New Investigator Research Grants to Promote Cassandra Morrissey InfoEd International Inc Sign Out EEA Applicant Location Applicant Type Project Type Project Location Citizenship Status Export Drag a column header and drop it here to group by that column National Aeronautics amp Space Administration Kidney Health New Zealand National Aeronautics amp Space Administration International Society for Infectious Diseases Longview Kentucky Biomedical Research Infrastructure Network St Jude Children s Research Hospital Alzheimer s Association Cystic Fibrosis Foundation Alzheimer s Association NNA10335625C 21 May 2010 01 May 2011 01 Apr 2011 24 Jan 2011 01 Mar 2011 03 Jan 2011 07 Sep 2011 03 Jan 2011 7 200 000 00 USD 0 00 USD 0 00 USD 0 00 USD 9 924 28 USD 35 000 00 USD 0 00 USD 100 000 00 USD 42 500 00 USD
25. if they contain all the necessary requirements Throughout your search you may go through at any point and change the expressions groups words or delete any of the lines Once you are satisfied with the guidelines you may search for results or save the current criteria by clicking the Save icon located next to the blank search field only available to logged in users It s important to remember using AND in your search requires all of the criteria to be present Concept present BR sey Using the OR grouping will require one or another criteria to be You may have an unlimited number of expressions or groups in a search causing the results to be more and more tailored to your requirements This search method is set up as a hierarchy so all of the criteria are based off the prior specification Another way to look at the function is using the Parent and Child concept Based on the preceding example the first AND statement containing Automobile and Boats is the Parent in the search Everything from this point on will be focused around that section When you add any additional expressions or groups they will all be children So the OR group containing Gas and Fuel is the child of the first AND statement The advanced search may be tricky to use at first but it returns very specific results You may tailor your search to be exactly what you want to find and spend less time sorting through progra
26. illustration above the results have been sorted by Opportunity Title you will notice the results are listed alphabetically from A to Z If you d like to reverse the alphabetical list clicking the column header itself or the icon next to the Column Title reverses the order So if you re sorting by Opportunity Title and click the column header the results will be reverse sorted starting from Z to A not the standard A to Z SPIN USER GUIDE VERSION 13 yey d InfoEd Global Inc kJ In fi O E G Page 48 of 144 LOBAL Figure 28 Sort Results Using the Column Header s Reverse Order Results Found 4 Drag a column header and drop it here to group by that column Opportunity Title T Wildlife Without Borders Critically Endangered Animals U S Fish amp Wildlife Service Department F12A500005 01 Apr 2012 0 00 USD Conservation Fund ofthe Interior Wildlife Without Borders Amphibians in Decline EE EE F12AS00057 01 May 2012 250 000 00 USD of the Interior The Development Of Frontal Cortex And Limbic System And Their National Institute on Drug PE err nee Roles In Drug Abuse R01 Abuse NIH DHHS ao an l Research Grants Queensland Frog Society 17 Feb 2012 1 034 63 USD Displaying items 1 4 of 4 As a result this illustration shows that now the search results are sorted by Opportunity Title in reverse alphabetical order 4 1 6 Filtering Search Results Another option is to filter the search results Filtering allow
27. include Last Updated When the screen opens the most recently updated programs Last Updated x appear first Clicking the Hs 4rdated button changes the order and places the oldest programs first If you click the button again the original order is restored Clicking Export allows you to transfer the FedBizOpps programs to either a Word or Excel document Just as described in Section 4 1 11 Exporting Your Search Results To Word or Excel once you click your chosen format a popup window confirming the step will open Press the OK button and the results will export to the specified program Reordering You may reorder the column list by clicking a specific column Columns header such as Sponsor Name SPIN ID Deadline Date etc and dragging it to the new location Please see Section 4 1 5 1 Modifying the Order of the Columns for more information on this functionality SPIN USER GUIDE VERSION 13 e d InfoEd Global Inc kd in if O E G Page 128 of 144 LOBAL Grouping Columns Opportunity Title link Refresh Page Bar 1 Result Number Display You may group columns by clicking a specific column header such as Sponsor Name SPIN ID Deadline Date etc and dragging it to the table header as described in Section 4 1 5 2 Grouping by the Columns Click the F button next to the specific category you wish to filter Using the drop down menu choose the filter type in the specification and click Filter T
28. introducing two distinct modes of searching BASIC or ADVANCED both user friendly as well as intuitive On the SPIN Main Screen there is a blender button where the user now has the option to click on it and change the Search Mode to suit their individual preferences and search needs Figure 13 Search Mode Search mode The Basic search is a way to search for programs using a simple word or term This method will return numerous results allowing you to sift through and find the program you re looking for See Section 4 1 Basic Search for more on the Basic search mode The Advanced search allows users to search using more specific guidelines returning more precise results Since this function is very detailed and specific it s geared more towards a user that is familiar with the system and what type of program they are interested in See Section 4 2 Advanced Search for more information on the Advanced search mode SPIN USER GUIDE VERSION 13 ey da InfoEd Global Inc e In fi O E G Page 27 of 144 LOBAL 3 1 5 Keyword Search Help The Help L button opens the Keyword Search Help popup window Figure 14 which contains an explanation of the different types of keywords you may search by and the results they will pull back Figure 14 Keyword Search Help Popup This version of SPIN Search integrates with a modern full text search engine It is designed to allow you to perform as simple or as complex of a search
29. save the file click the Yes button If you click on the No button the file will not be opened or saved and you will be returned to the Results Returned section populated with your unaltered search results If you click on the Help button a Microsoft Office Help Screen will open with information about file extensions and what to do when a file is in a different file format than what its extension indicates see Figure 56 SPIN USER GUIDE VERSION 13 ey d InfoEd Global Inc e In fi O E G Page 72 of 144 LOBAL Figure 56 Microsoft Office Help Screen Excel Help gt 0 4 fat te AX SA Home gt Excel 2007 Help and How to gt File con 3 Offics 2 ving More on Office com downloads images templates A file is in a different file format than its extension indicates The file that you are trying to open in Microsoft Office Excel 2007 has a file name extension that does not match the actual file format of the file For example the file has an xlsx file name extension but it really is a text file that should have a bit file name extension Excel prompts you to verify that the file is not corrupted and that it originated from a source that you trust Before you click Yes to open the file you may want to consider the reasons why the file might have an incorrect file name extension For example the file might have been s Renamed inadvertently Ifyou or someone you know renamed the file by accident
30. so that it has an incorrect file wih Connected to Office Online 4 1 11 1 Customizing Export Content Additionally the user has the ability to customize their export content Keeping in mind that the export document is a representation of what is displayed on the screen including if the detail section of the opportunities is displaying if the user decides to filter or sort the results or expand them to view more detailed information the exported document s will vary In the following illustration Figure 57 the user has performed a Basic search for frogs with three applicable programs found and the Results Returned section left in its original view with no expansion to include detailed information and no filtering by columns Figure 58 is a representation of the resulting exported Microsoft Excel document SPIN USER GUIDE VERSION 13 gt Mr d InfoEd Global Inc kI in if O E G Page 73 of 144 LOBAL Figure 57 Customizing Export Content Example 1 inf sPin Jess Gorman InfoEdGlobal Sign Out Search mode frogs Wildlife Without Borders Critically Endangered Animals Conservation Fund Wildlife Without Borders Amphibians in Decline The Development Of Frontal Cortex And Limbic System And Their Roles In Drug Abuse R01 x SA Applicant Location Citizenship Status Clear Filters U S Fish amp Wildlife Service Department of the Interior F12AS00005 01 Apr 2
31. the programs from each list under a single group You may now visit the Bookmark page at anytime and work with the specific programs you ve added to the list You may continue to add programs to your group over time allowing you to modify your results based on your interest and needs 4 6 2 Shared Opportunities Sharing bookmarked programs is a helpful tool because it allows a single user to distribute the same saved group of programs to multiple individuals This gives additional users access to specific programs without having to perform multiple searches or worry about setting category filters R Please The only people that may share opportunities are Administrators d Although anyone may view and use the shared opportunities Note SPIN USER GUIDE VERSION 13 P d InfoEd Global Inc e In fi O E G Page 124 of 144 LOBAL To access the Shared Opportunities screen Figure 98 click Bookmarks gt Shared Opportunities The Shared Opportunities screen will appear displaying all the groups you ve shared Figure 98 Shared Opportunities ep SPIN Jess Gorman InfoEd Global Sign Out Shared Opportunities Export STTR or SBIR Chemistry Department Fellowships Chemistry Department Equipment Grants Chemical Engineering Awards Just aS you may expand an opportunity to gain more detailed information in the Results Returned section of a search you may also choose to utilize the Expand button nex
32. this progressive text feature will not perform a lookup to their previous searches SPIN USER GUIDE VERSION 13 ey d InfoEd Global Inc ad In fi O E Page 32 of 144 GLOBAL 4 Searching For A Topic The primary function of the SPIN module is to search for programs you may use to find funding experience or knowledge For maximum efficacy and efficiency InfoEd Global has designed SPIN to allow users to utilize both a basic and an advanced search technique Both techniques search the system using a full text search engine A full text search engine scans all the words in the SPIN system that match the search criteria pulling back as many results as possible This search is run against the entirety of the SPIN record including all SPIN fields such as Sponsor Name Opportunity Title Funding Amount Keywords etc 24 Please The words program and opportunity are used interchangeably L J Note throughout this document and refer to the same thing 4 1 Basic Search The Basic search is a way to search for programs using a simple word or term which is then run against the entire SPIN record every field is searched ex Sponsor name Opportunity Title Funding Opportunity Number CFDA Number Synopsis Eligibility Keywords etc This method is very straight forward and provides the most results with the widest range BASIC is the Search Mode system default which appears when the SPIN Main Screen is first op
33. when you save an entire results list A single program may fall into multiple groups allowing you to create distinct groups Although you are not able to do much on the screen with the exception of adding programs and groups it s a convenient way to organize and group information for future use To access the Bookmarked Opportunities screen Figure 96 click Bookmarks gt Bookmarked Opportunities SPIN USER GUIDE VERSION 13 ey d InfoEd Global Inc Ad In fi O E Page 120 of 144 GLOBAL Figure 96 Bookmarked Opportunities info spi Jess Gorman InfoEdGlobal Sign Out Bookmarked Opportunities Add New Funding Group Export Solar Power ed x Transportation Railroad v x The following functionality is present on the Bookmarked Opportunities screen Ada New funding SUR Clicking the Mew Funding SR button opens an Add New Group popup window Figure 97 From this window you may either create a new group by typing in the blank text box or click the icon to choose from a pre existing title Once you have chosen your title you may decide to share the Bookmark Please see 4 6 2 Shared Opportunities for more information Save Changes When you are finished click either the button or the Cancel button The popup window will close and the new group will be listed under Group Name You may change the name of a group you created by click the name This will create a text box with the current
34. 012 0 00 USD U S Fish amp Wildlife Service Department j F12AS00057 ofthe Interior 01 May 2012 250 000 00 USD National Institute on Drug Abuse NIH DHHS POE 07 Jan 2014 0 00 USD The following illustration is an example of the exported Microsoft Excel document for the search performed in Figure 57 Figure 58 Customizing Export Content Example 1 Resulting Exported Document GridResults 1 Microsoft Excel oa x e i Page Layout Formulas Data Revi Add Ins Acrobat o x ld Cee mr a v p 7 im oSum Arial 7110 A aS Yr E Wrap Text General X BE 7 eum EK i 7 23 Copy 5 a 53 5 J a F Fin d Paste 2 oUi v E BS Z E M amp Center f 90 00 Conditional Format Cell Insert Delete Format Sort amp Find amp SF Format Painter EE BE EP EH Merge amp Center 187 Marjo td 38 Formatting as Table Styles 2 Cear Fitter Select Clipboard LE Font Ta Alignment LE Number LE Styles Cells Editing A1 vi fe Page 1 B G D E F G H I J K Page 1 2 Drag a column header and drop it here to group by that column SPIN ID Opportunity Title Sponsor Name Sponsor Number Deadline Date Funding Amount Bookmark 4 Filter Filter Filter Filter Filter Filter Wildlife Without Borders Critically U S Fish amp Wildlife 5 3757 Endangered Animals Conservation Fund Service Department of the Interior F12AS00005 1 Apr 12 0 00 USD Wildlife With
35. 44 LOBAL This window offers the ability to adjust multiple default settings Expand Search This option examines each full text search term and attempts to Terms via expand it via an integrated thesaurus in the database For Thesaurus example a search for cancer will also search for tumors carcinoma sarcoma malignancy etc Not all words or phrases expand but those that do will bring back additional results because of the expanded search Use this tool to increase the number of results without having to type in additional search terms Limit Search to Checking this box will only return opportunities which were New Programs created a specific number of days ago The system defaults to new programs created seven days ago but you may adjust the number of days from one day to one year Use the arrows to the right of the number of days to adjust the Save and Exit creation time and press the button If you check the Limit Search to New Programs checkbox the Limit Search to Recent Programs checkbox will become grayed out and unavailable You cannot use both options to search by To uncheck either box just click the check again and it will no longer be selected Limit Search to This option is similar to Limit Search to New Programs although Recent Programs this pertains to programs that were updated within a specific number of days ago These programs may have been created more than a year ago but as long as t
36. 80 85 USD Forum 27805 Transportation Research Board SHRP2 C40 B 01 May 2012 0 00 USD 27806 Transportation Research Board SHRP2_C40 A 01 May 2012 0 00 USD 14107 INFORMS Online 01 Jul 2012 800 00 USD NCHRP Request for Proposal Economic Productivity and z 25327 Transportation Research Board NCHRP 02 24 06 Dec 2011 350 000 00 USD Transportation iny ment Priorities 27599 Space Transportation Infrastructure Matching Grants Program Federal Aviation Administration 11 May 2012 0 00 USD NCHRP R t for Proposal Future of Transportation Planning in IRP Request for Proposal Future of Transportation Planr 25985 R Transportation Research Board 08 36 Task 113 RFP 11 Jan 2012 250 000 00 USD State DOTs The page counter navigation bar will have a varied appearance depending upon how many pages of results are returned In the above depiction Figure 22 there were 938 results found and pages 1 through 10 have been listed along with which intimates that there are more pages after the ten listed This button is typically known as the Home button In the list of pages when a user clicks on this button they will be transported back to the very first page of programs regardless of where in the sequential list of pages they may currently be For example if the user is currently on page 21 of the search results and they click this button they will be brought back to page 1 SPIN USER GUIDE VERSION 13 Or d InfoEd Global Inc kd in fi O E
37. Click on any of the Minus buttons to individually Sponsor Website hi minimize a selected program Program URL hi Deadline Dates ALL 1 Synopsis 4 1 8 1 Program Details Refresh Button Just as you can select the SPIN Logo Icon on the SPIN Main Screen at anytime to refresh the screen there is a similar function available for the Results Returned Section for refreshing this program details functionality SPIN USER GUIDE VERSION 13 ey d InfoEd Global Inc eo In fi O E Page 54 of 144 GLOBAL If you would like to refresh the Program Details checkbox and Plus Minus buttons to the En default view Figure 35 you can press the Refresh icon which will uncheck the checkbox and set all programs to the standard display mode set to Plus Figure 35 Program Details Refresh Results Found 4 j 2 et et SN When refreshed the Program Details Checkbox will be automatically unchecked 03571 Research Grants Wildlife Without Borders Criti OR 3757 a When refreshed all of the program display buttons 4 12958 Wildlife Without Borders Amp will be set to Plus 39381 The lopment Of Frontal Their Roles In Drug Ab F 4 1 9 View More Detailed Opportunity Information To view more detailed information of a specific program click the Opportunity title link located next to the SPIN ID number Figure 36 Figure 36 Opportunity Title Link Results Found 4 Search Options Clear Filters Queensl
38. Displaying items 1 3 of 3 gt i Daily conversion rates provided by XE com Terms of Use info Ed GLOBAL Search Term Text Box You may type your search terms in this blank text box In the above figure the user has typed in frogs When you are finished press the Search button located to the right of the box If you press the X located in the far right portion of the box the text you typed will be deleted leaving the box empty Search After you ve typed a search term in the text box press this button to initialize the search for the specific term s 4 1 1 Performing A Basic Search To begin type the word or phrase you re searching for in the search text box and click on the button In Figure 16 we have entered frogs as our search criteria and have clicked the Search button SPIN USER GUIDE VERSION 13 gt e d InfoEd Global Inc kI in if O E G Page 34 of 144 LOBAL Figure 16 Performing a Basic Search in foEd SPIN Cassandra Morrissey InfoEd International Inc Sign Out Search mode z me Results Found 4 Search Options Clear Filters v Drag column header and drop it here to group by that column 03571 Research Grants Queensland Frog Society 17 Feb 2012 1 028 50 USD Wildlife Without Borders Critically Endangered Animals U S Fish amp Wildlife Service Department 03757 F12AS00005 01 Apr 2012 0 00 USD Conservation Fund of the Interior U S Fish amp Wi
39. Global Inc ad In fi O E Page 66 of 144 GLOBAL Figure 47 Bookmark Group Popup Select Existing Bookmark Group 17 Feb 2012 1 028 50 USD di F12A500005 i 1 Create new group F12A500057 Select existing group PA 11 027 Daily col Save Close info Ed LOBAL Users may also elect to bookmark the selected program to multiple existing bookmark groups as shown in Figure 48 Figure 48 Bookmark Group Popup Select Multiple Existing Bookmark Groups Create new group 500005 13800057 Select existing group 1 027 Save Close Daily conversion rates provided by AE cOM 1eme ouse aS infi O Ed Once the user has selected the bookmark group s to add the selected program to they will press the button at the bottom of the popup to save the selected program into the newly created bookmark group s SPIN USER GUIDE VERSION 13 ry d InfoEd Global Inc Kd In fc O E Page 67 of 144 GLOBAL If the user clicks on the button no saves will be made they will be returned to the Results Returned section with no bookmark created for the selected program Please see Section 4 6 Bookmarks for more information on working with bookmarked opportunities Although the Bookmark column will still be present for anonymous users only logged in users may bookmark programs 4 1 11 Exporting Your Search Results To Word or Excel SPIN contains enhanced functionality that allows you to dir
40. Group see Figure 113 Figure 113 Using a Keyword Group as Part of a Search info SPIN Search mode ADVANCED HE Search Transportation o egege As you can see in Figure 113 the Keywords picklist contains a list of all shared Keyword Groups SPIN USER GUIDE VERSION 13 Ky info Ed InfoEd Global Inc Page 144 of 144 LOBAL
41. I The Development Of Frontal Cortex And Limbic System And Their Roles In Drug Abuse R01 National Institute on Drug Abuse NIH DHHS PA 11 027 07 Jan 2014 0 00 USD Da Yu Wu PhD Program Director 301 443 1887 wudy nida nih gov null httn tlnrants1 nih navinrants niide na filas PA 11 N97 html The following illustration is an example of the exported Microsoft Excel document for the search performed in Figure 59 SPIN USER GUIDE VERSION 13 InfoEd Global Inc Page 75 of 144 kJ infoEd LOBAL Figure 60 Customizing Export Content Example 2 Resulting Exported Document min pk GridResults 1 Microsoft Excel a e x e ins Page Layo Formulas Data Revi fjer Add Ins Acrobat ye fa On pp 0 La Arial 10 z Wrap Text General vil 7 ev EK SENER ON Bw Copy gt Fill EEG 3 0 ai iti i Format Painter B Loi oD ME 2 m A a Merge amp Center 9 IE E ea Bent rad ee ae er 2 Clear v a man Clipboard LE Font LE Alignment LE Number LE Styles Cells Editing Al fe Page1 M FPA s c D E F G H I J K L Page 1 l 2 sorted ascending Opportunity Title 3 SPIN ID Opportunity Title Sponsor Name Sponsor Number Deadline Date Funding Amount Bookmark 4 Filter Filter Filter Filter Filter Filter 5 Opportunity Title The Development Of Frontal Cortex And Limbic System And Their Ro
42. InfoEd Global Some institutions maintain their own local installation of InfoEd eRA software These institutions will most likely access SPIN with authentication through their local portal via a website that is specific to their organization see eRA Access in table below and Section 2 1 Many other institutions subscribe to SPIN on a Software as a Service basis in which case they will most likely be directed to the main InfoEd Global website for SPIN access Logging into SPIN via the InfoEd Global website does not required IP based access but it can be accomplished via IP based which generally authorizes the entirety of an institution s campus where users can access SPIN anonymously see Section 2 2 Anonymous Access or can utilize a username and password login to access their selected user profile account See Section 2 3 Login Access If you are unsure which mechanism of SPIN access applies to your organization please see your administrator eRA Access eRA access is for users whose institution has a dedicated InfoEd server environment which means they currently have subscription s to a number of InfoEd s administrative module s as well as SPIN Institutions maintaining their own local installation of InfoEd eRA software may access the SPIN section by logging into the eRA portal Access via the eRA portal requires the use of the eRA username and password Please see Section 2 1 eRA Access for more information Anonymou
43. InfoEd SPIN Logo Figure 8 in the left top of the SPIN window frame so that any point in the system you may click this logo and it will return you to the SPIN Main Screen Figure 9 New InfoEd SPIN Logo Icon infoEd sv Search mode BASIC When the Logo icon is clicked wherever you are in the system whatever page you are on will immediately be minimized or closed without saving in some instances and you will be returned to a refreshed SPIN Main Screen defaulted to whichever search mode you last utilized Critical Please note that wherever you happen to be in the SPIN system Warning when you decide to click on the SPIN Logo Icon any subwindows you have open or any search you may be performing will immediately be minimized or in some instances may even close without saving if applicable As such any searches you may have been performing may not be saved so if before clicking on the Logo Icon to refresh the view make sure you have performed any desired saves or bookmarked your current view s SPIN USER GUIDE VERSION 13 a cl InfoEd Global Inc P In fi O E G Page 24 of 144 LOBAL Figure 10 SPIN Logo Icon Screen Refresh infoEd sp Cassandra Morrissey InfoEd International Inc Sign Out a Search mode Enter search terms here or select the 7 for help x 2a Daily conversion rates provided by XE com Terms of Use O 1 n fo E d GLOBAL 3 1 2 Signing Out of SPIN When a u
44. ON TEST 101 9 01 49 AM Due 197 days ago 185 Open Action Items 80205 PT 081 Mancino New Proposal Created for Danielle Mancino on 15 Jun 2015 9 01 13 AM Adminstration gt Wednesday June 15 2011 Proposal Robert ACTION TEST 103 4 08 15 PM Ove 107 days ago 185 Open Achos Items 80205 PT 082 Butler New Proposal Created for Robert Butler on 15 Jun 2011 4 07 37 PM reposs Me ACTION TEST 101 This initial portal page may look different depending on the version of InfoEd software your institution is running and any customizations that have been made Regardless of what your initial portal page looks like the SPIN access point will always be the Find Funding link Once the Find Funding link is selected the SPIN Main Screen Figure 3 will open and you may begin to use the application SPIN USER GUIDE VERSION 13 InfoEd Global Inc ky ad in fi O Ed Page 15 of 144 GLOBAL Figure 3 SPIN Main Screen infoBd spi Jess Gorman InfoEdGlobal Sign Out Search mode BASIC p Enter search terms here or select the for help x Search Daily conversion rates provided by XE com Terms of Use O info Ed GLOBAL Please see Section 3 Working With SPIN and Section 3 1 The SPIN Main Screen for more information on how to begin using this module 2 2 Anonymous Access If your organization has a paid subscription for SPIN this setup is granted to all users whose IP address from the requesting comput
45. PV d InfoEd Global Inc eo In fi O E Page 60 of 144 GLOBAL The following information is displayed on this tab Funding This field is a display only text box containing a description of the Guidelines sponsor s funding guidelines for the program Funding Amount This field is a display only text box containing the anticipated amount of funding available for the program Duration This field is a display only text box containing the duration of the program as set by the sponsor Sponsor This field is a display only text box containing the currency type Currency Type applicable to the program sponsor Total Potential This field is a display only text box containing the total amount of Amount funding available for the program This is the converted funding amount the same one that displays on the search results grid The daily currency conversion rates are provided by XE com A user may access XE com s Terms of Use by clicking on the Terms of Use link Cost Sharing This field is a display only text box containing the designation of whether the program requires Cost Sharing or not Indirect Costs This field is a display only text box containing the designation of whether the program has any Indirect Costs associated with it SPIN USER GUIDE VERSION 13 gy d InfoEd Global Inc ad ag if O E Page 61 of 144 GLOBAL 4 1 9 4 Sponsor Information Tab The fourth and final tab on the Opportunity Information popup window is the Sponsor
46. USD National Postdoctoral it Association Entrepreneur Award UC MEXUS CONACYT University of California 14145 Postdoctoral Research Institute for Mexico and the 05 Mar 2012 47 940 00 USD Fellowships United States Postdoctoral Researcher s f 17708 Sous a Academy of Finland 30 Sep 2011 0 00 USD Project Research Training Groups in Din bre 22224 the Mathematical Sciences 11 540 05 Jun 2012 2 500 000 00 USD and Phvsical Sciences NSF i it SPIN USER GUIDE VERSION 13 ry d InfoEd Global Inc KI in O E Page 118 of 144 GLOBAL From here you may filter the information view specific opportunities or bookmark programs Please see Section 4 1 6 Filtering Search Results or Section 4 1 7 Viewing The Program Details and Section 4 1 10 Bookmarking A Specific Program for more information 4 6 Bookmarks Another way to save and revisit specific programs it to bookmark the opportunity There are multiple places within the system where you have the ability to bookmark a program either from the search results grid or the detail page for a specific opportunity Whenever you bookmark a specific program you may group specific programs into their own list allowing you to view group and efficiently find programs The Bookmark section functions in much the same way as the Saved searches section but the primary objective in bookmarking is to allow you to group specific programs you ve selected while the goal of sav
47. a display counter Figure 21 at the bottom right of the Results Returned section so the user can see what series of programs are currently in view Figure 21 a 25765 25701 67956 99107 27805 27806 14107 25327 27599 25985 NCHRP Request for Proposal Managing Catastrophic Tran Enhance Awareness of Transportation and Transportation Careers nr mergen Globe Award Program i f Tran NEX rships for Gr in Tran n RFP Proof of Concept Application of Geospatial Ecological Tools and Data in the Planning and Programming pre NEPA Phases of Delivering New Highway Capacity FP ration of I n Dat TSL Best Paper Award P Pr Transportation investment Priorities Transpo n intr f in Futur Tr State DOTs a i Kr SE ee a T a a s f i 4 gt ti pA MG 2 3 9 Ai ical Tools an Results Returned Display Counter Transportation Research Board Federal Highway Administration American Road amp Transportation Builders Assn Transportation Dev Fndn Canadian Transportation Research Forum Transportation Research Board Transportation Research Board INFORMS Online Transportation Research Board Federal Aviation Administration Transportation Research Board NCHRP 20 59 36 RFP DTFH61 12 RA 00004 SHRP2 C40 B SHRP2_C40 A NCHRP 02 24 08 36 Task 113 RFP 21 Dec 2011 10 Dec 2011 23 Mar 2012 31 Dec 2011 01 May 2012 01 May 2012 01 J
48. ag a column header and drop it here to group t 03571 Research Grants Wildlife Without Borders Ci aot Conservation Fund 12958 Wildlife Without Borders Ar The Development Of Front Their Roles In Drug Abuse 39381 Program Details When checked every program on the screen that is set to Plus Checkbox will expand displaying the contact name email sponsor website and synopsis of the program When a search is first performed the Results Returned section has this checkbox defaulted to unchecked with all of the Plus Minus buttons for each of the program s in the results set to Plus When this checkbox is unchecked by the user every program on the screen that is set to Minus will shrink down to display the standard fields SPIN ID Opportunity Title Sponsor Name Sponsor Number Deadline Date and Funding Amount SPIN USER GUIDE VERSION 13 ey d InfoEd Global Inc ad in if O E Page 51 of 144 GLOBAL Program When a search is first performed this button is defaulted to Expand Collapse BUCOR i Expand for all of the programs in the results set e 4 A denotes that the select program is in standard display mode ready to be expanded The fields displayed for these programs are SPIN ID Opportunity Title Soonsor Name sponsor Number Deadline Date and Funding Amount To expand an individual program a user can click on the button for that specific program A Collapse button denotes
49. al Inc ad ag fi O E Page 129 of 144 GLOBAL By default the last four weeks of programs are listed on this page allowing users to browse through multiple programs without having to sort through pages of programs that may be useless or out of date Since this section is preconfigured users are unable to search for specific programs by using filters or keywords but they are still provided with detailed information that is easy to find and useful by simply viewing the program details utilizing the Expand button beside each weekly Register listing Click Funding Guides gt US Federal Register Guide to access the US Federal Register Guide screen Figure 102 Figure 102 US Federal Register Guide infog spi US Federal Register Guide Jess Gorman InfoEdGlobal Sign Out This guide contains a summary of opportunities and valuable information posted in the United States Federal Register over the past four weeks Federal Register Weekly Reference Guide Week of 04 16 12 04 20 12 Federal Register Weekly Reference Guide Week of 04 16 12 04 20 12 Federal Register Weekly Reference Guide Week of 04 09 12 04 13 12 Federal Register Weekly Reference Guide Week of 04 02 12 04 06 12 SYNOPSIS FEDERAL REGISTER ANNOUNCEMENTS Friday April 6 2012 AGRICULTURAL MARKETING SERVICE DEPARTMENT OF AGRICULTURE announced the availability of funding under the Farmers Market Promotion Program pp 20779 81 Dead
50. al Register Guide Figure 100 SPIN USER GUIDE VERSION 13 ry d InfoEd Global Inc kJ in if O E Page 126 of 144 GLOBAL Figure 100 Funding Guide Main Page Jess Gorman InfoE d Global sign C Browse FedBizOpps US Federal Register Guide Clicking Browse FedBizOpps US Federal Business Opportunities refreshes the screen displaying all of the contract opportunities available while clicking Federal Register Guide displays programs from the US Federal Register Guide 4 7 1 Browse Federal Business Opportunities The Browse FedBizOpps US Federal Business Opportunities page Figure 101 displays a variation of contract opportunities These opportunities are often not listed on Grants gov and have strict eligibility requirements Although these programs may be found by conducting a regular search this section provides users with an easier way to view all available contract opportunities from the US government Y Please note that these US Federal Business Opportunities records Please Lz Note will return as part of a regular SPIN Search as well and that this functionality is intended to be provided as a convenient canned report Click Funding Guides gt Browse FedBizOpps to access the main FedBizOpps screen Figure 101 SPIN USER GUIDE VERSION 13 d InfoEd Global Inc KI In fi O E G Page 127 of 144 LOBAL Figure 101 FedBizOpps infa spin Jess Gorman InfoEd Global Sign Out US Federal Business
51. along with the description You may expand or minimize any of the Applicant Type options by pressing either the Expand icon or the Collapse icon The applicant types may also be moved interchangeably between the Applicant Type and Chosen Applicant Type Resiriction tables by using the four buttons located in the middle of the page or double clicking on the specific applicant type Once you are finished press either the 58 and t button or the button You are an individual applicant that is a student minority and researcher You are applying from a professional research organization In order to pull back as many results as possible you would click Applicant Type in Category Filters and find all the attributes that apply to you or your organization You would double click the terms and save your filters The search you now conduct will only pull back programs that you are eligible for based on your Applicant Type filters SPIN USER GUIDE VERSION 13 gt Nr d InfoEd Global Inc KZ in fi O E Page 97 of 144 GLOBAL 4 3 3 Project Type The Project Type category filter refers to the type of project the specific sponsor is looking to fund or what type of work the sponsor is planning to be done by applicants To use this category correctly make sure you pick what type of project or work you re looking for This will only pull back opportunities that are in your scope and not programs you re not interested in To a
52. and Frog Society 17 Feb 2012 1 037 39 USD Wildlife Without Borders Critically Endangered Animals U S Fish amp Wildlife Service Department 0 00 USD Conservation Fund of the Interior F12AS00005 01 Apr 2012 QU U S Fish amp Wildlife Service Department Wildlife Without Borders Amphibians in Decline i F12AS00057 01 May 2012 250 000 00 USD of the Interior The Development Of Frontal Cortex And Limbic System And National Institute on Drug Their Roles In Drug Abuse R01 Abuse NIHIDHHS iia irik pe SPIN USER GUIDE VERSION 13 InfoEd Global Inc Page 55 of 144 Q info Ed LOBAL This will open the Opportunity Information popup window Figure 37 Figure 37 Opportunity Information Popup inf spin Jess Gorman InfoEd Global Sign Out The Development Of Frontal Cortex And Limbic System And Their Roles In Drug Abuse R01 Demas oser rtunity Description Bookmark Program z Funding Opportunity Number PA Synopsis page PP i 11 027 The sponsor invites applications that propose to study the development of the frontal and prefrontal cortices together with the subcortical areas of the limbic system that CFDA Number 93 279 play significant roles in mediating emotional and motivated behavior This initiative is designed to support the basic neuroscience research into the fundamental mechanisms of development of the frontal and prefrontal cortices as well as the midbrain and basal forebrain structures that mediate a number o
53. ation Transportation Automotive Urban transportation policy School children Transportation nob oge Save Selections and Continue Exit After you have selected your keyword terms and your broadening narrowing levels click the Save Selections and Continue button to save your keyword search seitings When you click the Save Selections and Continue button the Keyword Group Name popup Figure 108 will appear Figure 108 Keyword Group Name Popup Create new group D Use existing group Continue Cancel SPIN USER GUIDE VERSION 13 ry d InfoEd Global Inc kJ In fi O E G Page 137 of 144 LOBAL You can select to create a new group or select to use an existing keyword group Once you have made you keyword group name selection click Continue to save your keyword search If you click the Cancel button you are returned back to the Keyword Search tab with your current settings and selections unchanged If you decide to click the Exit button on the bottom of the Keyword Search tab a Confirm Exit popup Figure 109 asking you if you would like to discard any changes you have made Figure 109 Confirm Exit Popup Changes have been made since the last time you saved Are you Sure you want to discared changes Discard Changes Cancel If you click the Discard Changes button you are returned back to the SPIN Main Screen Figure 3
54. ation on the filter functionality Shared Checking the Shared checkbox shares the keyword group Once you save the changes the shared group will appear on the Shared Keyword Groups page Figure 112 Click the Shared a second time to take the group off the Shared list Please see Section 4 8 3 Shared Keyword Groups for more information PG Clicking the Delete icon located at the end of the group line on to delete the specific group When clicked the group will be deleted from the list and it will no longer be available on either the Saved Keyword Groups page or the Shared Keyword Groups page Critical Deleting a keyword group is a permanent step and cannot be Warning reversed Make sure you are only deleting groups you are positive you do not need Gid Clicking the T icon refreshes the screen If you ve made any changes and the page did not automatically refresh click this button and the page will reload displaying the new adjusted information Figure 111 is an illustration of the expanded detail of a Saved Keyword Group SPIN USER GUIDE VERSION 13 Ji d InfoEd Global Inc j l n fi O E Page 140 of 144 GLOBAL Figure 111 Saved Groups Expanded Detail Search Saved Groups Transportation Terminals Terminals Transportation Transportation Shipping Transportation Automobile Transportation Railroad X XXX Transportation Gasoline 4 8 3 Shared Keyword Groups When you
55. atus from within the SPIN Search Filters popup window Figure 81 Citizenship Status ProjectLocation Citizenship Status This is used to determine if the sponsor maintains specific citizenship status requirements for their opportunities Select those that apply to you If nothing is selected the system will not filter on this field Citizenship Options Citizenship Options U S Permanent Resident Algerian American Samoan Andorran Angolan Anguillian Antiguan Barbudan Argentinian Armenian Australian Austrian Azerbaijani Bahamian Bahraini Bangledeshi Save and Exit Exit SPIN USER GUIDE VERSION 13 ry e d InfoEd Global Inc KI in fi O E G Page 101 of 144 The list contains all the possible citizenship types available Select the citizenship types that apply to you from Citizenship Options and move them over to Selected Citizenship Types If you do not select any citizenship nothing will be filtered for your return opportunities Similarly to the other filters you may double click the specific option to transfer it to the other table or use the Back Forward Group Back 4 or Group Forward di buttons Once you are finished make sure to press either the and Eit button or the button 4 4 Search Options The main goal of the Search Options section is to provide access to special search options configurations or user preferences Some examples
56. ave and question mark buttons are still located on the screen The only immediate difference is the addition of the Advanced Search Icon Bar and the lack of a search textbox 4 2 1 Advanced Search Icon Bar The Advanced Search Icon Bar Figure 63 is the foundation of the Advanced Search Figure 63 Advanced Search Icon Bar The Advanced Search Icon Bar is divided into four parts AND OR Clicking AND opens a drop down menu containing the words AND and OR Click on whichever search logic option you would like to use in your search Search Logic Add Expression Clicking this icon triggers a blank text box and the words Full Program and Contains You may click both of these words generating two drop down menus SPIN USER GUIDE VERSION 13 ry d InfoEd Global Inc kJ In fi O E G Page 78 of 144 LOBAL Add Group Clicking this icon creates an additional Advanced Search Icon Bar located right below the first one creating a new lower level in the hierarchy of the search Every time you click the Add Group ta icon you are creating a new group to use in your search Delete With the exception the x icon in the first Advanced Search Icon Bar you may delete any of the additional groups lines If you have searched using specific criteria and delete the line the results will change depending on what you deleted 4 2 1 1 AND OR Search Logic The first thing the user does when they access the Advanced Search Main Page is
57. be excluded SPIN USER GUIDE VERSION 13 a d InfoEd Global Inc e In fi O E Page 29 of 144 GLOBAL Railroad Inserting a plus symbol before a word performs searches by disabling the use of inflectional forms lf you search sleep ONLY sleep programs will be returned Programs containing sleeps or sleeping will not be included Rail Placing an asterisk to a word invokes a search containing the indicated root plus any suffix of the word If you search for Tail programs including Railroad Railing Railway and Railcar will all display in your results Railroad Wrapping words or terms in angled brackets searches for Transportation gt programs containing Railroad and Transportation and ranks results by the proximity of the two Searching for lt Railroad Transportation gt returns programs such as High Speed Railroad Transportation and Railroad Applications Transportation Railroad Inserting a tilde before a word searches for programs containing Transportation Railroad or its related terms such as rail or road Searching for railroad returns programs such as Rail Application System Rail Transit Signal and sponsors including Federal Railroad Administration Railroad Inserting a tilde before a quoted term or phrase searches for Transportation programs containing the term Railroad Transportation or its related terms in the thesaurus This icon is used t
58. c Signin B Automobile gt Daily conversion rates provided by XE com Terms of Use O info Ed GLOBAL Next you decide you d like to make sure the program s deadline is in the future So you would then add another group with deadlines equal to today s date SPIN USER GUIDE VERSION 13 gt Jr d InfoEd Global Inc D in if O E Page 88 of 144 GLOBAL Figure 72 Advanced Search Adding A Second Expression infoBd SPIN Anonymous User _ InfoEd International Inc Sign In Bookmarks Y Search mode ae ADVANCED 13 Jan 2012 Daily conversion rates provided by XE com Terms of Use RY info Ed GLOBAL Now you want to add another word to your search You want to search for full programs containing the words Automobile AND Boats Figure 73 Advanced Search Adding Additional Expressions Cassandra Morrissey InfoEd International Inc Sign Out 13 Jan 2012 Daily conversion rates provided by XE com Terms of Use KS info Ed GLOBAL The search will only return programs that contain the words Automobile AND Boats with deadlines after January 13 2012 If the program does not contain both words it will not show up in the results SPIN USER GUIDE VERSION 13 rey d InfoEd Global Inc kI in if O E G Page 89 of 144 LOBAL In the new SPIN we have made usability a priority As such we know that not every person approaches a problem from the same perspective Plainly speaking in SPIN there ar
59. ccceeeeccceceeeeeeeeeceeeseeeeeeeeeeeeeeseeeaseeeeesseaeeeeeseaegeeeesenas 127 FRP NS 128 US Federal Register Guide rrrrnnnnnnnnnnvnrnnnnnnrvnnnnnnnrrnnnnnnnnnsnnnnnnnnsennnnnnsnssnnnnnnsnssnn 130 Keywords Main Menu ranrrnennnnnnnnrovnrnnnnnrvnnnnnnnnsnnnnnnnnnsnnnnnnnnnsnnnnnnnnssnnnnnnnnssnnnnnnsnsenn 131 Keywords SCreen rrrnnnnnnnnnnnnnnnnnnsnnnnnnnnnsrnnnnnnnssnnnnnnnnrsnnnnnnnnssnnnnnnnnsennnnnnssssnnnnnnsnssen 132 Searching for A Keyword rrrrrnrnnnnnnnnnvnrrnnnnnnrnnrnnnnnrennnnnnnnsennnnnnsnsennnnnnnnsnnnnnnnsnernnnnne 133 Broadening Your Search rrnnnnnnnnnnnnnnnnnnnnnnnnvnnnnrnnnnnnnnsnnnnnnnnnnnnnnsennnnnnnnnnsnnssennnnnnnnnn 136 Narrowing Your Search srnnnnnnnnnrnnnnnnnnnrnnnnrnnnnnnnnssnnnnnnnnnnnnsssnnnnnnnnnnnnnssnnnnnnnnnnnnnee 137 Keyword Group Name POpup cccececcccceeeeeseeseeeceeeeeeseeeeeeeeeeeeesseaeaseeeeeeeeessaaeaeses 137 Confirm Exit POPUP rorrnnrnnrnnnnnnornnnnnnnnvnnnnnnnnsrnnnnnnnnrennnnnnnnsnnnnnnnsssennnnnnsrennnnnnsseennnnne 138 Saved Keyword Groups cccccccssesececceeeeeeeeeseececeeeeeeeeeeeeeeeeeessseeeeeeeeeeesssaeeeeeeeeeeeseaas 139 Saved Groups Expanded Detail rrrrrrnnnnnnnnnnnnnnrvnvrnnnnnrvnvrnnnnrnnrrnnnnnsennnnnnnnsennnnnn 141 Shared Keyword MP 142 Using a Keyword Group as Part of a Search mmurnnnnnnvennnnnnrnvnnnnnnerrrennnnnererennnnnereeenn 144 infoEd GLOBAL 1 Welcome InfoEd is the leading provider of software s
60. ccess Project Type Figure 79 click SPIN Main Screen gt Category Filters gt Project Type or Project Type from within the SPIN Search Filters popup window The screen displays a brief Project Type description along with a table for Project Type Options and Chosen Project Type Restrictions This list is also set up as a hierarchy and you may use the Expand icon or the Collapse icon to expand collapse the results You may also move the project type options between the two tables by either double clicking the term or using the Back Forward gt Group Back 4 or Group Forward buttons SPIN USER GUIDE VERSION 13 a d InfoEd Global Inc ad ag if O E G Page 98 of 144 LOBAL Figure 79 Project Type Roplicant Location ADPICARETYBE Project we ProjeefLocaton Giizenship Stas This is used to determine what types of projects the sponsor is looking to fund or what type of work the sponsor is intending be done by successful applicants If nothing is selected the system will not filter on this field Project Type Options Chosen Project Type Restrictions Endowment gt Project Resources t Individual Funding tH New or Existing Project Prize or Award Targeted Activity Temporary Government Assignments Artistic or Cultural Performance Community Outreach Curriculum Development Exhibits Collections Public Awareness and Education Writing Projects Once you are finishe
61. ceesesseeeeseeeesseeeesaaees 88 43 MN UN 92 151 FAME 94 Ae AODICANT EYD SE E E S 96 AS Projeci TYDE OE 98 ASA Project LOCATON EEE 100 43o GIUZENSNO AUG EE NE 101 AA Gog JE NE 102 AAA Sean OPON irii i iiia i Rai 103 4 4 2 Detail View Column Options rrrrnnrrnrnnrrrnnrrnnnnrnrannnnnnnennanenrnnsennnnennnne 107 Ao AOO r sa thes chee doaniesdadhsauacaiice seaets heute eee 110 NTN denieencomasanestenssiscsmmenteenemaansenes 111 152 NENNE 115 26 PT 119 4 6 1 Bookmarked Opportunities cccccsseeccsececseeecceeecsueecceeeeceueessueessaees 120 4 6 2 Shared Opportunities ccccecccceececeeeeesseeeceeeesseeeeseeeesseeeeseeeesseeeesees 124 ar FOG GUESS 126 4 7 1 Browse Federal Business Opportunities rrrrnrrrrrnrrrrnnrernnrrrrnnrernnrrnnnn 127 4 7 2 US Federal Register Guide rrrarrnnnnnrnrnnrnrnnnrnnnnrnrnnnnnnnnennanrnrnnnennnnennnee 129 4 8 Keywords eee 131 0 FT 132 4 8 1 1 Including Broader and Narrower Terms cccccseeceeeeeeeeeeeeeeeeaeeeeeeeeees 135 4 8 2 Saved Keyword Groups ccccccccceececeeeceseeceeeeeeeseeesseeesseeeseeeesseeessees 139 4 8 3 Shared Keyword Groups ccccceecccssseeceeceseeeeeceeeesseeesseeeeseeeesseeesanees 141 4 8 4 Using a Keyword Group as Part of a Search rrrnrnnrnnnnnrnvrrnnvrerrnnrrennn 143 infoEd Global Inc CJ infoEd Page 7 of 144 GLOBAL Table of Figures Figure 1 Logging into the eRA Portal civenciusscctvuiciird caneseseuvideruduxesedea
62. ch will retain the category filters search options and specific parameters If you re an administrative user you may also share search information with other individuals in your institution Hover your mouse over the Searches section of the tool bar The menu expands displaying two options Saved Searches and Shared Searches Figure 87 Searches Main Menu Saved Searches Shared Searches SPIN USER GUIDE VERSION 13 gt e d InfoEd Global Inc Kd In fc O E Page 110 of 144 GLOBAL The Saved Searches option will only be available for individuals they are logged in If you are not logged in the drop down menu will only show Shared Searches and you will be unable to save any search conducted Clicking either Saved Searches or Shared Searches refreshes the screen displaying the specific Searches page you were intending to use 4 5 1 Saved Searches The first option if you re logged in under the Searches tab is Saved Searches From this section you may see what searches you ve currently saved the created date the date the search was last used and if it was shared You may also filter the search results and delete any saved searches To access the Available Saved Searches screen Figure 88 click Searches gt Saved Searches Figure 88 Available Saved Searches Screen info sein Jess Gorman InfoEd Global Sign Out Available Saved Searches Searches Bookmarks unding Guides v lt eywords 2 Frog Opportunities
63. ck the Forward button This will transfer the chosen location from Applicant Locations to Chosen Applicant Locations The specific location will initially display as the main category filter for example Americanas instead of New York but once you expand the hiregraphical tree by clicking the Expand icon your specific location will be displayed If you moved a location to the incorrect list and you wish to take it off either double click or highlight that location and click the Back button SPIN USER GUIDE VERSION 13 ry d InfoEd Global Inc KZ in fi O Page 95 of 144 GLOBAL Another option you have Is to transfer the entire location list from Applicant Locations to Chosen Applicant Locations or visa versa Click either the Group Back 44 button or Group Forward 2 button and all the possible locations will move to the opposite location category Once you are finished selecting your chosen location to filter by click the 745 an8 Exit button to save your filters and close the popup window or the button to close the popup window without saving You are from an institution located in Italy so you want to set your category filter to reflect your most accurate location You open Category Filters gt Application Location and click Europe Multiple options open and since Italy is located in Southern Europe click the Expand icon next to Southern Europe Save and Exit Then double click Italy and press the button
64. d make sure to press either the 515 and it button or the button For You are an applicant that wants to find programs that are involved gt Example with reaching out to communities and informing them about i Environmental Education You would 90 to Project Type and choose Community Outreach as your interested project type Only programs that are geared towards applicants interested in Community focused projects will be returned SPIN USER GUIDE VERSION 13 ry d InfoEd Global Inc KI in if O E G Page 99 of 144 LOBAL 4 3 4 Project Location Another option you may filter your search by is through Project Location This section is used to determine where the sponsor will allow the work to be carried out user will want to pick all the locations they are willing to perform the work To access Project Location Figure 79 click SPIN Main Screen gt Category Filters gt Project Location or Project Location from within the SPIN Search Filters popup window to access this filter option Figure 80 Project Location This is used to determine where the sponsor will allow the work to be carried out You should select all locations that you are willing to travel to in carrying out an award If nothing is selected the system will not filter on this field Project Location Options Project Location Options ti Americas tr Africa h Asia Oceania Europe H Australia and New Zealand t Antarctic 7 Melanesia
65. d password for SPIN only you Note will be unable to access the SPIN module For questions on this please see your administrator 7 2 3 1 Additional Functionality after Login As mentioned previously there are additional elements of functionality available to users that login with their unique username and password These elements are available to both eRA Access accessing SPIN via your institution s local InfoEd portal users as well as direct Login Access users accessing SPIN from the main InfoEd website The details of the following elements are discussed in their own sections below However the following functionality becomes available to SPIN users that are logged in with a distinct profile e Category Filter selections used to describe yourself and your institution and filter on opportunity eligibility requirements will be retained across different use sessions for users who are logged in see Section 4 3 Category Filters for more information SPIN USER GUIDE VERSION 13 P da InfoEd Global Inc ad ag fi O E G Page 20 of 144 LOBAL e Inthe Options and Detail View Column Options sections making selections on what you wish to search by and how you would like the results to appear cannot be saved unless you are logged into the system see Section 4 4 Search Options for more information e The ability to save access Saved Searches is available for logged in users only see Section 4 5 Searches for more inf
66. detailed explanation of each option they have when searching The popup window describes nine different search techniques available Railroad Typing in Railroad and Transportation searches for programs Transportation containing the specific words or their inflectional forms Both words need to be present to be included in the results but they don t need to be directly next to each other For The title of a program in the results could be 20th Century gt Example Railroad How Transportation Changed Us Railroad OR Typing either Railroad or Transportation searches for programs Transportation containing either of the words or their inflectional forms Programs titled Steam Railroads or American Transportation could show up in the results Railroad Putting quotes around a word or term searches for programs Transportation containing that specific phrase Both words need to be present in that specific order to show in results Programs containing terms such as Transportation Railroad or Railroads Transportation will not be present in the results ONLY Railroad Transportation will be available Railroad Inserting a dash before a word searches for programs containing Transportation railroad and NOT transportation Programs containing terms such as Railroad US or Railroads Billing will be present in the results Anything with the word Transportation in it will
67. dlife 12958 Wildlife Without Borders Amphibians in Decline F12AS00057 01 May 2012 250 000 00 USD Service Department of the Interior vw Opportunity Title Wildlife Without Borders Critically Endangered Animals Conservation Fund Sponsor Name U S Fish amp Wildlife Service Department of the Interior a EE VE Aali aall Ma dee woes d alcala LI Miek A VANI ME As a result this illustration shows that now the search results are grouped by Opportunity Title and Sponsor Name 4 1 5 3 Sort Results Using The Column Header s Finally you may adjust how the results are sorted by clicking on the title in the column header When you click on the column title the field is lightened in color and the column title will be turned into a button with an up arrow appearing next to the column title Opportunity Title By default depending on what column you are using to adjust the newest smallest or first alphabetically will appear SPIN USER GUIDE VERSION 13 e d InfoEd Global Inc kI in fc O E G Page 47 of 144 LOBAL S For Perhaps a user is searching for programs based on the gt Example Opportunity Title and they d like to sort all of the results to display in alphabetical order No problem The user will simply click on the Opportunity Title column and the results will be sorted alphabetically from A to Z see Figure 27 Consequentially if youre sorting using SPIN ID the numbers will be sorted seq
68. e new information Please see Section 4 1 6 Filtering Search Results for more information on the filter functionality The display of the date the keyword group was created Modified The display of the date the keyword group was last modified Created By The display of the name of the user who created and shared the keyword group Checking the Copy checkbox copies the keyword group to your user profile Once you click the Exit button the keyword group will be saved to your profile if not already yours Click the Copy a second time to take the group off the list of groups to copy to your profile Please see Section 4 8 3 Shared Keyword Groups for more information Refresh S Ha Clicking the icon refreshes the screen If you ve made any changes and the page did not automatically refresh click this button and the page will reload displaying the new adjusted 4 8 4 Using a Keyword Group as Part of a Search Within the Advanced search one of the available fields is Keywords Using this field will allow a logged in user to select one of their keyword groups as an Advanced search expression SPIN USER GUIDE VERSION 13 ey qd InfoEd Global Inc e In fi O E Page 143 of 144 GLOBAL Please This shared keyword group functionality is available to Anonymous GJ Note users who have the ability to view these shared groups Therefore an Anonymous user may perform an Advanced search using a shared Keyword
69. e sometimes multiple ways to accomplish the same objective The free text fields Opportunity Title Synopsis Objectives Eligibility Funding Detail and Full Program offer the same full text functionality as the Basic search So for example a user could also accomplish the same results as shown in Figure 73 by placing both automobile and boats in the top expression For Figure 74 the user could alternatively accomplish the same results using a combination of parentheses and the OR full text operator Now let s say you would like to get even more specific to find programs that contain Automobiles AND Boats and Gas OR Fuel You would then click the Add Group icon and change AND to OR Then click the Add Expression icon two times to add two additional text boxes Figure 74 Advanced Search Adding Groups Cassandra Morrissey InfoEd International Inc Sign Out Daily conversion rates provided by XE com Terms of Use D info Ed GLOBAL The search will only find programs that contain the words Automobile AND Boats AND Fuel OR Gas If both Automobile and Boats are present in a program but Gas or Fuel are not the program will not be in your results SPIN USER GUIDE VERSION 13 ry d InfoEd Global Inc kd in if O E Page 90 of 144 GLOBAL Additionally if a program contains the words Boats and Fuel but not Automobile it will not be in your results The only way programs will be in the results list is
70. e specific label link you clicked under Term Label Alternate Label This is other possible words that may be used in conjunction to the word you clicked under Term Label Broader Terms These are additional words that encompass the word you re using For example ship is the broader term for shipping Narrow Terms These are more specific words affiliated with your Term Label For example nuclear warships are the narrower term for shipping Related Terms These are related words to your term label This is rare and most keywords will not have them Define relationships that are not heirgraphical in nature Click the Filter F button next to the specific category you wish to filter Using the drop down menu choose the filter type in the specification and click Filter The results list will refresh according to your decision displaying the new information This is the number of SPIN programs associated to this keyword SPIN USER GUIDE VERSION 13 ey info Ed G Page 134 of 144 LOBAL By clicking this checkbox the search will automatically include keywords associated to the SPIN Program For example if you select Fire and click the e your search will automatically include any ere that are related to the term such as heat or smoke Returning results with any related terms is very rare since a lot of the words do not contain direct relationships with other words 4 8 1 1 Including Broader and Narrower
71. ectly export your search results to a Microsoft Excel or Word document To utilize this export functionality press _ Expor located to the right of the category filter list and choose which format you would like to export to from the drop down list Export as Word or Export as Excel Figure 49 Export Search Results Feature S Found 4 Drag a column header and drop it here to group by that column Export as Word Export as Excel Research Grants Queensland Frog Society 17 Feb 2012 1 025 44 USD Wildlife Without Borders Critically Endangered Animals U S Fish amp Wildlife Service Department F12AS00005 01 Apr 2012 0 00 USD Conservation Fund of the Interior U S Fish amp Wildlife Service Department Wildlife Without Borders Amphibians in Decline i a p F12AS00057 01 May 2012 250 000 00 USD 0 e interior The Development Of Frontal Cortex And Limbic System And National Institute on Drug Their Roles In Drug Abuse R01 Abuse NIH DHHS Shiela ct EE EE pe Displaying items 1 4 of 4 Once you have selected to Export as a Word document or Export as an Excel document a File Download popup Figure 50 will appear prompting you to either Open the new document upon creation or Save the document for future use access If you click on the Cancel button a file will neither be opened nor saved and you will be returned to the Results Returned section filled with your unaltered search results SPIN USER GUIDE VERSION 13 ry d In
72. ed to identify the program Opportunity Title This is the sponsor designated name for the opportunity Sponsor Name This is the name of the agency organization sponsoring the opportunity Sponsor Number This is the number assigned to the opportunity by the sponsor Not all opportunities have been given a Sponsor Number Deadline Date This is the deadline date designating when the applicant must apply for this opportunity For opportunities with multiple deadline dates this is the date furthest in the future Funding Amount This is the monetary valuation converted to the user s selected currency type that is found within Search Options 4 1 4 Navigating Through the Results Returned In enhancing the SPIN system InfoEd Global wanted the new user interface to be as intuitive and easy to use as possible As a result there are several features added to the Results Returned section to maximize user friendliness especially when viewing an expansive number of search results These features incorporate the inclusion of e A Results Returned Program Count Section 4 1 4 1 e A Results Returned Display Counter Section 4 1 4 2 and e A Results Returned Page Counter Navigation Bar Section 4 1 4 3 SPIN USER GUIDE VERSION 13 ey d InfoEd Global Inc ad ag fi O E G Page 39 of 144 LOBAL 4 1 4 1 Results Returned Program Count Just above the top left corner of the Results Returned section there is a display only count o
73. en If you ve made any changes and the page did not refresh click this button and the page will reload displaying the new adjusted information SPIN USER GUIDE VERSION 13 PV 8 J infoEd InfoEd Global Inc Page 113 of 144 GLOBAL Page Bar If you have entries on additional pages you may access the other NER page by clicking any of the arrows You may also click the specific page number you re trying to access Save Button After you ve made any changes make sure you press the Save Changes Save Changes button to retain your work After you click the b button a Load Selected Criteria popup window Figure 89 will open inquiring whether you are sure you would like to continue loading the search as this action will clear any set search criteria or category filters Also your grid settings including columns chosen in the Detail View Column Options screen will be lost if you proceed Figure 89 Load Selected Criteria Popup re you sure you want to load this search This will clear any currently set search criteria or category filters Grid settings will not be retained Load Search Cancel If you wish to continue with the search click the 99 button To cancel the request click the _ button which will return you back to the Available Saved Searches screen Figure 88 Continuing with the search will bring you to the SPIN Main Screen with the Results Returned Section displaying all the searches
74. ened and or refreshed When Basic search mode is selected Figure 15 a standard entry textbox appears under the Search Mode blender button where the user can enter their search terms to perform a simple SPIN search The progressive text feature is available in the search field for the Basic search Whena user types in words in the free text box the word is saved and will display next time you are searching When you come back and begin typing a similar word the system will predict what word you are searching for if you ve previously searched for terms starting with the same letter SPIN USER GUIDE VERSION 13 ey da InfoEd Global Inc ad Injo E Page 33 of 144 GLOBAL Figure 15 Basic Search infoge sein Jess Gorman InfoEd Global Sign Out Search mode vs EEE Results Applicant Location Project Location Citizenship Status Clear Filters v Kesu roung Drag a column header and drop it here to group by that column a Wildlife Without Borders Critically Endangered Animals U S Fish amp Wildlife Service Department 7 Apr 03757 r sd F12AS00005 01 Apr 2012 0 00 USD U S Fish amp Wildlife Service Department 12958 Wildlife Without Borders Amphibians in Decline cone oe p F12AS00057 01 May 2012 250 000 00 USD 39381 The Development Of Frontal Cortex And Limbic System And Their National Institute on Drug PA 11 027 07 Jan 2014 0 00 USD Roles In Drug Abuse R01 Abuse NIH DHHS zi ne
75. enrt 74 9 infoEd GLOBAL Figure 59 Customizing Export Content Example 2 rrrrrrnnnnnrovrrnnnnnvenvrnnnnnrenvrnnnnnrennnnnnnnennnnnnsre 75 Figure 60 Customizing Export Content Example 2 Resulting Exported Document 76 Figure 61 SPIN Search Options Popup Advanced Search cccccsesscceesssseseeeeeeeeeeeseesaeeeees 77 Figure 62 Advanced Search Main Page rannnnrnnnnnnnnnvnnnnnnnnnvnnnnnnnnrennnnnnnnrnnnnnnnnssnnnnnnsnsennnnnnsnsenn 78 Figure 63 Advanced Search logn B l Luussmntesmedrmemenik pesdentineeisssenjdhin sdesn de 78 Figure 64 AND OR Search Logic Function rrrarnnrrrnnnnnnnrvvrnrrrnnnnnnnvrnnnrrnnnnnnnnsrnnnnrnnnnsnnsssnnnnnnnnnn 79 Figure 65 Add POESIEN BT ee 80 Figure 66 Adding An Expression Full Program Field List rannnnnnnnnnnnnnnnnernnnnnrnnnnnnnenrnnenennnnnn 81 Figure 67 Adding An Expression Contains LiStS rrrrnnnrrrrrrnnnnrrerrrnnnnnvrnrrnnnnnrnnrnnnnnrennnnnnnnnenn 84 Figure 68 Adding An Expression Equal LiSt rrrrrrrnnnrrornrnnnnnrrrnrnnnnnronnnnnnnnrnnrnnnsnsennnnnnsnnenn 85 Figure 69 Single Level Advanced Search Sample ccccccccccsseseeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeeesaeeeees 86 Figure 70 Multi Level Advanced Search cccccccccssseeceeeceeeeeceeecaeeeeeeeeaeeeeeeseeaeeeeeessaaeeeeessaaees 87 Figure 71 Advanced Search Setting Up The First Expression rrrnnnnnrvnrnnnnnnvnnrnnnnnnennnnnnnnnenn 88 Figure 72 Ad
76. epartment Wildlife Without Borders Amphibians in Decline fthe iter p F12AS00057 01 May 2012 250 000 00 USD of the Interior The Development Of Frontal Cortex And Limbic System And National Institute on Drug Their Roles In Drug Abuse R01 Abuse NIH DHHS S ces pr ah me Displaying items 1 4 of 4 Since anonymous users are unable to save any searches or settings the Save icon will be not available if you are not logged into the SPIN system On this popup you may enter a new title or choose one from the previously saved list by clicking the button Once you are finished you can click either the 9 button or the button If you select to 1919 the Save Current Criteria popup window will close and the search term s you just saved will be available when you click Searches gt Saved Searches If you select to click the Save Current Criteria popup window will close and the search term s will not be saved 4 1 3 Results Returned Once the user enters their search criteria in the BASIC search text box and the aka button is clicked the screen will refresh displaying a grid containing the applicable search results We call this the Results Returned section SPIN USER GUIDE VERSION 13 ry e d InfoEd Global Inc kK a in fi O E Page 36 of 144 GLOBAL Figure 18 Results Returned Section x EAA Search Options Clear Filters v Results Found 4 a Research Grants Queensland Frog Societ
77. epict a sample scenario or illustrated example that more clearly demonstrates the selected functionality SPIN USER GUIDE VERSION 13 P d InfoEd Global Inc iJ In fi O E G Page 3 of 144 LOBAL Manual Conventions Note Some warnings and notes within the text are written thusly for emphasis Because of the sheer number of setups and screens in the InfoEd Suite navigating to a particular setup often involves several separate clicks so the navigation instructions are abbreviated such as Profile gt Employment gt Add New This shorthand representation should be interpreted as such Select Profile then Select Employment and then Select Add New In addition all navigation instructions in this admin manual assume that you are beginning from the New Portal screen If you are already working in the Old Portal you should replace Administration menu gt Facility Management Admin in the navigation directions with Administration gt Facility Management Admin Words bolded within a sentence are meant to direct you to click on a particular item or link such as Click on Profile to open your profile for examination and or editing A section containing a glossary and other supplemental information is located at the end of this document SPIN USER GUIDE VERSION 13 P d InfoEd Global Inc iJ In fi O E G Page 4 of 144 LOBAL Cross Referencing This document has been enhanced with a myriad of cross referencing
78. er will appear in the detail view If nothing is selected the system will not have items in detail view Detail View Column Options Chosen Detail View Columns Target Groups Synopsis Geographic Locations Funding Limit Project Types Project Locations Citizenship Restrictions Keywords Objectives Eligibility Established Date Revised Date Sponsor Type Address Contact Fax Number m Deadline Notes Deadline Type Funding Duration Limited Submission Funding v Save and Exit Exit Notice in the above illustration Figure 86 that the user has selected to only include Synopsis and Funding Limit as their Chosen Detail View Columns SPIN USER GUIDE VERSION 13 v d InfoEd Global Inc RI In fi O E G Page 109 of 144 LOBAL Figure 86 is a representation of a search with the program in expanded view to show the program details As you can see there are only two columns displayed the program s Synopsis and Funding Limit Figure 86 Chosen Detail View Columns Results ound 4 Drag column header and drop it here to group by that column a Synopsis The sponsor will provide one research grant of 1 000 each for research into Queensland s frogs Funding Limit 1000 4 5 Searches After you search for an opportunity especially if you ve identified specific filters or criteria to apply to your search you may want to save or share the search parameters Saving your sear
79. er falls within the IP range given to InfoEd Global for SPIN access by your organization Critical Certain functional elements of the application like saving searches Warning and bookmarking opportunities for future use will not be available to users utilizing this mechanism of access as you are not logged in and therefore do not have a user profile to assign changes or save information to Be warned that if you d like to save search settings and results bookmark opportunities or use some of the more enhanced SPIN functionality you must login to the SPIN system To access the SPIN module anonymously you must first access the InfoEd Global website Figure 4 at http www infoedglobal com SPIN USER GUIDE VERSION 13 P d InfoEd Global Inc RI In fi O E G Page 16 of 144 LOBAL Figure 4 InfoEd Global Website CLIENT LOGIN TO x a we If Ed v C lent Login v Request Informatic n LOBAL Who Benefits from InfoEd CEO s Research Executives Deans Researchers Principai Investigators O Application Users Administrators CTO s IT Directo Technical Support 3 F Fina n I Once the screen loads click SPIN in the top navigation bar as shown in Figure 5 Figure 5 Accessing SPIN Via the InfoEd Website ey p fi E I Client Logi Request Information LOBAL Who Benefits Upon selection of the SPIN link in the navigation bar the SPIN Main Screen Figure 3 will open Once
80. f functions related to drug abuse and Deadline Date 07 Jan 2014 psychiatric disorders including the euphoric properties of drugs actions of psychotherapeutic agents and memory cognitive and emotional functions An additional major goal of this initiative is to understand how exposure to drugs of abuse affects the cellular and molecular mechanisms underlying nervous system development of circuits implicated in drug reward and addiction This program will use the NIH Research Project R01 award mechanism The deadlines for receipt of standard R01 applications under this announcement are February 5 June 5 and October 5 annually The deadlines for receipt of AIDS related applications are January 7 May 7 and September 7 annually This program will expire on January 8 2014 Program Objectives Deadline Type This funding opportunity announcement FOA encourages research project R01 grant applications to study the development of the frontal and prefrontal cortices which at together with the subcortical areas of the limbic system play significant roles in mediating emotional and motivated behavior The proper development of these forebrain and Established Date 26 Feb 1998 midbrain regions is essential for formation of the neuronal pathways that mediate a number of important functions including learning and memory cognition and decision making the hedonic properties of food and sex as well as the rewarding properties of drugs of abuse
81. f programs returned for the current search see Figure 20 Figure 20 Results Returned Program Count infoBd son Cassandra Morrissey InfoEd International Inc Sign Out EEE ome Search mode x BA Search Options Clear Filters transportation Results Found 938 aaa sd a s 25765 NGEBE mer Manacina GANDER Transportation Research Board eaa 21 Dec 2011 100 000 00 USD Tran ion Emergen A Guide for Tran jon Ex iv RFP Contact Name Stephan A Parker Contact Telephone 202 334 2554 Contact Email saparker nas edu Sponsor Website http www trb org Projects RequestsforProposals aspx Program URL http apps trb orq cmsfeed TRBNetProjectDisplay asp ProjectiD 2910 Deadline Dates ALL 21 Dec 2011 The objective of this research is to develop a Guide for preparing transportation agency executives and senior leaders for their roles and decision points In Figure 20 the user searched for transportation programs and as a result 938 Opportunities were found In this example the Results Returned Program Count reads Results Found 938 This field is a system generated field and is never editable SPIN USER GUIDE VERSION 13 ry d InfoEd Global Inc kd in fc O E G Page 40 of 144 LOBAL 4 1 4 2 Results Returned Display Counter Some searches may bring back large numbers of programs yet the Results Returned section can only display a small number of programs at once As a result InfoEd has included
82. foEd Global Inc KI in if O E Page 68 of 144 GLOBAL Figure 50 File Download Popup ai as Do you want to open or save this file Name GridResults doc Type Microsoft Office Word 97 2003 Document 4 50 From spin infoedglobal com While files from the Intemet can be useful some files can potentially ham your computer f you do not trust the source do not open or save this file What s the isk If you click on the Open button the new document will be opened in the select program either Word or Excel see Figure 51 Figure 51 Sample Exported Search Results Document a oe GridResults 1 Microsoft Word ay eye mE p Np ag MM g i Tet f A 3 Find X v v y a lt nr v I P Arial 10 A A AD FEE E eem AaBbCcl AaBbCcl AaBbC AaBbCc AAH 4aBbCc AaBbCcl AaBbCel GE Op ve Paste 2 t v Ey i i i i i Change sage rarmal Puedes Br U abe x xX Aa A r lt i ERE v T Normal TNoSpac Heading1 Heading 2 Title Subtitle Subtle Em Emphasis Fine Q Setect Clipboard f Font LE Paragraph LE Styles f Editing _ XEEEEEE SEESEREE SC NE SNK ERE EERE TREE SE XP Fage 11 reari arrarnta rara rrara ra aaa arr er araara raaa EITI SPIN ortunity Title4 a Sponsor Deadline Funding Amount io ID4 Sagat Tite i Number 1 Date ay Bookmark Filtero Filtero Filtero oOo 0 gt U S Fish
83. formation you previously picked without having to save and exit each time Although once you are finished with entire Category Filters section make sure to save your settings by pressing the Save and Exit button The hierarchies created in this area are intended to ensure that the selections made in each category are not unnecessarily excluding opportunities that you would be eligible for These category filters are intended as assistance to fine tuning your search results they are not intended to be fine grained reporting tool functionality For example if a user indicates that they are a senior faculty member they will also receive opportunities that any faculty member is eligible for as well as opportunities that any individual is eligible for 4 3 1 Applicant Location The first category you may filter by is Application Location This category is used to determine where you or your institution is located Using this filter option will ensure you will only receive opportunities available to applicants based on your specific location The content of this section is based upon United Nations and ISO data You may access the Applicant Location filter category Figure 77 by clicking SPIN Main Screen gt Category Filters gt Applicant Location or Applicant Location from within the SPIN Search Filters popup window SPIN USER GUIDE VERSION 13 ey d InfoEd Global Inc ad ag fi O E G Page 94 of 144 LOBAL F
84. g it to the left to reside before the SPIN ID column Once the user has clicked on the column they wish to relocate and used the mouse to drag it to the desired position the table will change to reflect the new sequence of the columns Figure 24 Figure 24 Modifying the Order of the Columns The Results Results Found 4 Research Grants Queensland Frog Society 17 Feb 2012 1 034 63 USD Wildlife Without Borders Critically Endangered Animals U S Fish amp Wildlife Service Department F12AS00005 01 Apr 2012 0 00 USD Conservation Fund of the Interior U S Fish amp Wildlife Service Department i F12AS00057 01 May 2012 250 000 00 USD of the Interior Wildlife Without Borders Amphibians in Decline The Development Of Frontal Cortex And Limbic System And National Institute on Drug PA 11 027 07 Jan 2014 0 00 USD Their Roles In Drug Abuse R01 Abuse NIH IDHHS As a result this illustration shows that now Opportunity Title is the first column and SPIN ID is now second SPIN USER GUIDE VERSION 13 ry d InfoEd Global Inc KI in fi O E G Page 45 of 144 LOBAL 4 1 5 2 Grouping by the Columns You can also group by the columns by clicking on a specific column you wish to group and dragging it vertically to place it in the top row the space above the columns that says Drag a column header and drop it here to group by that column You may place as many columns as you wish in this top row This allows you to organize t
85. g will be displayed This is a standard title which is present on the screen whether the user is logged in or not It will always be displayed This is a standard notification which is present on the screen whether the user is logged in or not lt is a notification that the daily conversion rates for international monetary fields and calculations are provided by XE com Clicking on the Terms of Use link will open the XE Currency website http www xe com legal dfs php where the user can read the XE End User Terms of Use Agreement This is a standard footer logo which is present on the screen whether the user is logged in or not It will always be displayed on the bottom of the page If the page opens in Anonymous Access the link will appear as Sign In The anonymous user can click on this link to access the SPIN Login Popup window Figure 7 where they will enter their username and password to login to the SPIN system If a user is already logged in this link will appear as Sign Out Section 3 1 2 Signing Out of SPIN infoEd LOBAL 3 1 1 The InfoEd SPIN Logo Icon Done with your current search and want to start anew Have a brilliant idea for a new search but you re in the middle of something else Forget repeatedly clicking a random Back button or mindlessly double clicking away to close an endless stream of interconnected windows To enhance system usability we have positioned the new
86. he results into a customized list placing what you find most useful first If you no longer wish to group by the selected columns either press the X next to each grouped Column Header or re drag the Column back to the regular search results list Perhaps a user is searching for programs based on the Opportunity Title Soonsor Name and Funding Amount and they d like to group the search results on their Results Returned list by these columns No problem The user will simply click on each of the desired column s and then using their mouse they will drag the selected column to the top header row of the Results Returned table see Figure 25 Figure 25 Grouping by the Columns Applicant Location ProjectLocation Citizenship Status Clear Filters v Results Found a Opportunity Title x a SponsorName x a Funding Amount x v Opportunity Title The Development Of Frontal Cortex And Limbic System And Their Roles In Drug Abuse R01 v Sponsor Name National Institute on Drug Abuse NIH DHHS v Funding Amount 0 00 39381 The Development Of Frontal Cortex And Limbic National Institute on Drug PA 11 027 07 Jan 2014 0 00 USD System And Their Roles In Drug Abuse R01 Abuse NIH DHHS v Opportunity Title Wildlife Without Borders Amphibians in Decline v Sponsor Name U S Fish amp Wildlife Service Department of the Interior v Funding Amount 250 000 00 i U S Fish amp Wildlife 12958 Wildlife Without Border
87. he results list will refresh according to your decision displaying the new information Please see Section 4 1 6 Filtering Search Results for more information on this functionality To view more detailed information of a specific program click the link of the specific program under the column Opportunity Title This will open the Opportunity Information popup window Figure 37 displaying the specific programs details including the program s URL where you may be able begin the application process Please see Section 0 Viewing The Program Details for more information on this functionality E Clicking the icon refreshes the screen If you ve made any changes and the page did not refresh click this button and the page will reload displaying the new adjusted information If you have entries on additional pages you may access the other page by clicking any of the arrows You may also click the specific page number you re trying to access By default 10 results display per page By clicking the button you may choose to display a varied number of entries 4 7 2 US Federal Register Guide The US Federal Register Guide section of the SPIN module provides users with an overview of funding selections from the Federal Register Since the original Federal Register can be very large and daunting this section contains specific opportunities which are applicable to many users SPIN USER GUIDE VERSION 13 P qd InfoEd Glob
88. hey were revised within the specified date range it will pull back in your results The system defaults to programs updated within seven days but you may adjust the number of days from one day to one year Use the arrows to the right of the number of days to adjust the Save and Exit updated date and press the button SPIN USER GUIDE VERSION 13 gy qd InfoEd Global Inc e In fi O E Page 104 of 144 GLOBAL If you check the Limit Search to Recent Programs checkbox the Limit Search to New Programs checkbox will become grayed out and unavailable You cannot use both options to search by To uncheck either box just click the check again and it will no longer be selected US Federal By default any search you perform will return results that contain Opportunities US Federal Opportunities Federal Opportunities include any programs created and funded by any government agency Normally these opportunities do not apply to many individuals because they have very specific requirements deadlines and policies Clicking the arrow opens the drop down menu allowing you to choose to Include Exclude or Only find US Federal Opportunities in your search Limited Limited Submission Opportunities are opportunities that require Submission internal coordination within an institution for specific application Opportunities process Some sponsors may only accept one application from each organization If any additional applicat
89. i for Displaying items 1 4 of 4 When the Program Details checkbox is checked by the user every program in the Results Returned section seen and unseen that is set to E wil expand SPIN USER GUIDE VERSION 13 gt d InfoEd Global Inc kI In fi O E Page 52 of 144 GLOBAL To expand an individual program a user can click on the E button for that specific program Figure 32 Figure 32 Expand Program Details Results Found 4 Drag a column header and drop it here to group by that column Check the Program Details Checkbox to expand all programs at once 03571 Research Grants 757 Wildlife Without Borders Critically Endangered Conservation Fund OR 12958 Wildlife Without Borders Am 5 se Click on any of the Plus buttons to individually The Development Of Frontal Cortex And Limbic expand a selected program ee Their Roles In Drug Abuse R01 pa p g Once the program s display has expanded to include the Contact Name Contact Telephone Contact Email Sponsor Website Program URL Deadline Dates and a Synopsis of the Program the Plus Minus button for each of the expanded programs will be set to see Figure 33 Figure 33 View Program Details Expanded View Results Found 4 Search Options Clear Filters ET j Drag a column hegg and drop it here to group by that column E v 5 Queensland Frog Research Grants 17 Feb 2012 1 028 50 USD Society Contact Name Contact Te
90. ical Copying anonymous Settings into your profile will overwrite the Warning category filters and search options last saved to your unique profile Only use this option if you have configured these settings prior to logging in and do not wish to retrieve the most recent settings from the last time you logged in SPIN USER GUIDE VERSION 13 ey a InfoEd Global Inc eo ag fi O E Page 19 of 144 GLOBAL You may select to click the Remember Me checkbox This will save your login and password information allowing you to bypass this popup window the next time you access SPIN Click here to speak to us If you are not a subscriber yet or have any questions you may click the Click Here link at the bottom of the popup window This will open XXX Once you are finished entering your login information on the Login popup window click the 4 button The popup window will close you will be signed in and you may begin to use the SPIN system as an authenticated user see Section 2 3 Login Access 2 3 Login Access If your organization is a SPIN paying subscriber but has not specified an IP range for anonymous access you will be forced to log in Additionally you may have IP range access but wish to log in distinctly because of the additional functionality that will be available to authenticated users as well as the ability to access SPIN from outside of your institution s network y Please If you do not have a username an
91. igure 77 Applicant Location Applicant Location ApplicantType ProjectType This field is often prefilled for you based on your institution although there may be a more precise selection within the location hierarchy This is used to determine where you or your institution is located This will ensure that you only receive opportunities available to applicants based in your location If nothing is selected the system will not filter on this field Applicant Locations Chosen Applicant Locations tr Europe K3 z Africa Americas _ th Eastern Africa Caribbean Middle Africa 4 Northern America 4 Northern Africa South America BE tH Southern Africa H Western Africa Antarctic Asia Europe Oceania Americas Save and Exit Exit At the top of the popup window is the list of additional category filters along with a brief description of the specific filter you are using Below the filter description is the Applicant Location list and the Chosen Applicant Locations list You may filter down to a more specific location for example going from Americas gt Northern America gt United States gt New York by clicking the Expand icon next to the specific location lt is recommended you select the most relevant selection to your location If you re based in New York select New York instead of United States Once you have choosen your location either double click or highlight the location and cli
92. include having the ability to expand search terms include additional opportunities in your search such as US Federal or Limited Submission and changing the currency display Altering any of the available options will change the amount and type of opportunities you receive in your search Begin by hovering your mouse over the Search Options section of the tool bar The menu expands displaying two options e Search Options and e Detail View Column Options SPIN USER GUIDE VERSION 13 ey d InfoEd Global Inc ad ag if O E G Page 102 of 144 LOBAL Figure 82 Search Options Main Menu Search Options Detail View Column Options Clicking on either Options or Detail View Column Options will open popup windows allowing you to further change your search settings and adjust your results 4 4 1 Search Options Clicking Search Options gt Search Options from the tool bar opens the SPIN Search Options popup window Figure 83 Figure 83 SPIN Search Options Popup E Expand Search Terms via Thesaurus E Limit Search to N ewly Created Progams in days E Limit Search to Recently Updated Progams in days Include US Federal Opportunities Include gt Limited Submission Opportunities Exclude gt Suspended Opportunities Select Currency Display Save and Exit Exit Daily conversion rates provided by XE com Terms of Use SPIN USER GUIDE VERSION 13 ry d InfoEd Global Inc kJ In fi O E G Page 103 of 1
93. ing a search is to save time and foster consistency by allowing you to reuse search parameters Administrators also have the option to share opportunities that they ve bookmarked Just like sharing searches sharing a bookmarked program or group allows multiple users to view specific programs that an administrator has picked This helps eliminate unnecessary work and prevent discrepancies between users If you hover your mouse over the Bookmarks section of the yellow tool bar you will see that the Bookmarks menu expands displaying two options Bookmarked Opportunities and Shared Opportunities Please The ability to bookmark programs and the Bookmark Opportunities 7 Note section will only be available for individuals who are logged in Like Shared Searches if you are not logged in the drop down menu will only show Shared Opportunities and you will be unable to bookmark any program SPIN USER GUIDE VERSION 13 ey cl InfoEd Global Inc e In fi O E G Page 119 of 144 LOBAL Figure 95 Bookmarks Main Menu Bookmarked Opportunities shared Opportunities Clicking either Bookmarked Opportunities or Shared Opportunities refreshes the screen displaying the specific page you were intending to use 4 6 1 Bookmarked Opportunities The Bookmarked Opportunities section provides logged in users with the ability to group multiple programs together without having to constantly sort through a long list like you may have to
94. inning with the letter S The second progressive text feature is enabled when using the Advanced search method when saving a search or keyword group and this is a function of the application itself The picklists that appear are coded to provide progressive text against the user s current options although it s only available for specific search options including Contact Country Contact Name Cost Sharing Deadline Type Indirect Cost e Open Application Period e Sponsor Mechanism e Sponsor e Sponsor Type and e Target Group Limited Submission With these 11 options you may either start typing in the text box and the picklist will open containing similar options or you may click the icon to open the full list This helps direct users to more specific search options and save time A user is interested in programs where the Contact person is located in Uganda In the Advanced search mode the user would create an expression where the Contact Country is Equal to Uganda When the user begins typing in Uganda and enters in the letter U all Contact Country names in the picklist that begin with the letter U will appear SPIN USER GUIDE VERSION 13 gy d InfoEd Global Inc In if O E Page 31 of 144 GLOBAL This is a browser based function available in most modern browsers and is not tied to SPIN or your user profile If a user logs into their profile from a different browser or computer
95. ions are sent the entire organization will be disqualified To prevent this from happening the interested organization will need to coordinate who will send the application Clicking the arrow opens the drop down menu allowing you to choose to Include Exclude or Only find Limited Submission Opportunities in your search SPIN USER GUIDE VERSION 13 ey d InfoEd Global Inc ad ag if O E G Page 105 of 144 LOBAL Suspended Suspended Opportunities are opportunities that are normally Opportunities hidden from searches for multiple reasons such as They were not offered the previous year They are no longer available The program was stopped due to funding but not yet ended by the sponsor or The sponsor had already picked an individual to participate Although you may still wish to find information on these programs Opportunities that are by definition one time opportunities will not ever be displayed after they are expired as well as opportunities that have been confirmed as truly defunct by contact with the sponsor The results retrieved for Suspended Opportunities will only be those that we believe have a possibility of becoming available in the future Clicking the arrow opens the drop down menu allowing you to choose to Include Exclude or Only find Suspended Opportunities in your search Opportunities that were only offered one time will never end up in a search Currency Display Clicking the
96. is function provides users with a better idea of what an opportunity is about before you open the program s full detail page Please Please note that the number of fields returned especially the large 7 Note text fields like Objectives will reduce overall search performance The system will only retrieve the fields requested and therefore is faster when retrieving less data To access the Detail View Column Options popup window Figure 84 click Search Options gt Detail View Column Options SPIN USER GUIDE VERSION 13 gy d InfoEd Global Inc iJ ag if O E Page 107 of 144 GLOBAL Figure 84 Detail View Column Options The expand icon on the left side of the search results grid shows a detail view This is used to determine which columns and in what order will appear in the detail view If nothing is selected the system will not have items in detail view Detail View Column Options Chosen Detail View Columns Follow up Date gt Contact Name Cost Sharing Contact Telephone CFDA Number Contact Email Indirect Costs Sponsor Website Applicant Types gt gt Program URL Target Groups Deadline Dates ALL Geographic Locations I u Synopsis Project Types g Project Locations Citizenship Restrictions Keywords Objectives Eligibility Funding Established Date Revised Date Sponsor Type Address The popup window contains two tables Detail View Column Options and Chosen Detail View Columns The Detail View Column co
97. is is used to determine where you or your institution is located This will ensure that you only receive opportunities available to applicants based in your location If nothing is selected the system will not filter on this field Applicant Locations Chosen Applicant Locations tr Africa 4 Americas 4 Antarctic Asia th Europe Oceania Save and Exit Exit io Since you have selected Applicant Location as your filter option from the Category Filter Main Menu Figure 75 that s what the SPIN Search Filters popup window defaults to Although it would open to whichever filter option you chose in the Category Filters Main Menu Simply click your desired filter category when the Search Filters popup window is open or close the screen and use the picklist Each category filter window contains unique information for that specific category Although every window also contains some standardized features such as the Save andit button the 2 button and the button SPIN USER GUIDE VERSION 13 InfoEd Global Inc Page 93 of 144 Q info Ed LOBAL Save and Exit Save and Exit Choosing filters and pressing the button saves the Save and Exit filter information and applies it to your search Clicking the button closes the screen without saving the information Finally pressing the button open a Help popup which discusses how to use the selection tool Clicking between the filter categories retains any in
98. laying items 1 6 of 6 This page looks and functions very similar to Saved Searches Section 4 5 1 Saved Searches You may filter the categories rearrange the list and toggle between pages The only addition to this screen is the Shared By column This column displays the name of the individual who shared the search You do not have the ability to adjust the Search Name as you did on the Saved Searches page This helps to maintain unison and prevent any confusion Just as it does in Saved Searches after you click the Run 4 button a Load Selected Criteria popup window Figure 89 will open inquiring whether you are sure you would like to continue loading the search as this action will clear any set search criteria or category filters Also your grid settings including columns chosen in the Detail View Column Options screen will be lost if you proceed SPIN USER GUIDE VERSION 13 ry d InfoEd Global Inc KI in if O E Page 116 of 144 GLOBAL Figure 92 Load Selected Criteria Popup re you sure you want to load this search This will clear any currently set search criteria or category filters Grid settings will not be retained Cancel Load Search If you wish to continue with the search click the 99 button To cancel the request click the button which will return you back to the Available Shared Searches screen Figure 91 Continuing with the search will bring you to the SPIN Main Screen with
99. ldlife Service Department 12958 Wildlife Without Borders Amphibians in Decline ae ard EN F12A800057 01 May 2012 250 000 00 USD 39381 The Development Of Frontal Cortex And Limbic System And National Institute on Drug PA 11 027 07 Jan 2014 0 00 USD Their Roles In Drug Abuse R01 Abuse NIH DHHS J R Displaying items 1 4 of 4 Daily conversion rates provided by XE com Terms of Use ky l n fo Ed Once the search results button is clicked the screen will refresh displaying the applicable The Results Returned section is very comprehensive and its various components and functionality will be discussed in more detail in Section 4 1 3 Results Returned 4 1 2 Saving Your Search Criteria After you ve typed a search term in the text box you may save your search criteria by clicking on the Save icon When clicked this icon launches the Save Current Criteria popup window Figure 17 allowing you to save the current search criteria for future use SPIN USER GUIDE VERSION 13 gt e d InfoEd Global Inc kJ in if O E G Page 35 of 144 LOBAL Figure 17 Save Current Criteria Popup info spin Cassandra Morrissey InfoEd International Inc Sign Out Search mode BASIC pl frogs x Search 4 Results Found 4 Search Options Clear Filters Name a Save Changes Cancel 17 Feb 2012 1 031 656 USD Conservation Fund of the Interior 01 Apr 2012 0 00 USD U S Fish amp Wildlife Service D
100. lephone Contact Email gidtrogs bigpond net au Sponsor Website hitp JA igir nau hitp www gidfrogs asn au 01 cms details a p7ID 73 17 Feb 2012 Program URL Deadline Dates ALL The sponsor will provide one research grant of 1 000 each for research into Queensland s frogs Synopsis Wildlife Without Borders Critically U S Fish amp Wildlife 03757 Endangered ServiceDepartment F12AS00005 01 Apr 2012 0 00 USD Animals of the Interior Conservation Fund Contact Name Corinn Mauldin Contact Telephone 703 358 2637 Contact Email SPIN USER GUIDE VERSION 13 e d InfoEd Global Inc kJ in fc O E G Page 53 of 144 LOBAL 4 1 8 Minimizing The Program Details A minimized view of the returned result opportunities is also referred to as the default view Once the user has selected to view the program details for the al opportunities see Figure 33 they must uncheck the Program Details checkbox if they would like to minimize the program details and return to the original view for any programs set to Minus Figure 31 To minimize an individual program a user can click on the button for that specific program Figure 34 Figure 34 Minimize Program Details Results Found 4 Drag a column header and drop it here to group by that column Uncheck the Program Details Checkbox to a EE minimize all programs at once Societ OR Contact Name Contact Telephone Contact Email al
101. les In Drug Abuse R01 The Development Of Frontal Cortex And Limbic System And Their Roles In Drug National Institute on Drug tal 39381 Abuse R01 Abuse NIH DHHS PA 11 027 7 Jan 14 0 00 USD Z Contact Name Da Yu Wu PhD Program Director 8 Contact Telephone 301 443 1887 Contact Email wudy nida nih gov 10 Sponsor Website null http grantsl nih gov grants guide pa 11 Program URL files PA 11 027 html 07 Jan 2012 05 Feb 2012 07 May 2012 05 Jun 2012 07 Sep 2012 05 Oct 2012 07 Jan 2013 05 Feb 2013 07 May 2013 05 Jun 2013 07 Sep 2013 05 Oct 2013 07 Jan Abs Deadline Dates ALL 2014 The sponsor invites applications that propose to study the development of the frontal and prefrontal cortices together with the subcortical areas of the limbic system that play significant roles in mediating emotional and motivated behavior This initiative is designed to support the basic neuroscience research into the fundamental mechanisms of development of the frontal and prefrontal cortices as well as the midbrain and basal 44 gt GridResults1 3 el I I Ready E8 0 y m bl et i SPIN USER GUIDE VERSION 13 ry d InfoEd Global Inc KI in O E Page 76 of 144 GLOBAL 4 2 Advanced Search Another way to search for results is to use the Advanced Search This customized search method allows you to tailor your search returning fewer programs but more specific results This function is helpful becau
102. lete the expression by entering in their search criteria in the blank search field located next to the expression mode Blank Search Field The user enters their desired search criteria in this blank search field 4 2 1 2 1 Single Level Advanced Search Example When the user has completed entering their expression search field their expression mode and their search criteria in the blank search box we say that they have created a Single Level Advanced Search one expression If you selected Contact City as the expression search field then chose Starts With as the expression mode then entered B in the blank search field then every program that has a Contact City that starts with B will be listed in the search results Utilizing the AND OR functionality and the Add Expression Icon Bar you may create an unlimited number of expressions to drill further down and get more and more specific in what you are looking for SPIN USER GUIDE VERSION 13 ay d InfoEd Global Inc RI In fi O E G Page 85 of 144 LOBAL Figure 69 Single Level Advanced Search Sample Search mode ADVANCED WO sene fall You may select to add additional expressions by clicking on the Add Expression Ea button and repeating the process of selecting an expression search field search mode and search criteria J Please see Section 4 2 1 3 1 Multi Level Advanced Search Example or Section 4 2 2An Advanced Search Example t
103. licks on this button they will be transported forward one page For example if the user is currently on page 21 of the search results and they click this button they will be brought forward to page 22 This button is typically known as the End button In the list of pages when a user clicks on this button they will be transported back to the last page of programs regardless of where in the sequential list of pages they may currently be For example if there are 30 pages total and the user is currently on page 21 of the search results and they click this button they will be brought forward to the last page page 30 O infoEd LOBAL To change pages press any of the arrows in the bar or click on the number of the page you wish to view In this case Figure 22 there are more than ten pages of returned results so only the first ten pages are listed and the user must utilize the entry or the arrow buttons to navigate to the desired page number Finally if you would like to view more results on a single page use the icon to select how many programs you d like to display on each page 4 1 5 Sorting Search Results In the new SPIN system there are several different ways that the user can sort the results returned to further customize the search view 1 Modify the Order of the Columns see Section 4 1 5 1 2 Group Opportunities By Column see Section 4 1 5 2 3 Sort Results Using The Column Header see Section 4 1 5 3
104. line Date 05 21 12 Contact 202 720 0933 SPIN Program 87218 INSTITUTE OF EDUCATION SCIENCES DEPARTMENT OF EDUCATION announced a modification to Education Research and Special Education Research Grant Programs pp 20802 20805 Deadline Dates 06 21 12 09 20 12 Contact Emily Doolittle ged gov SPIN Program 27506 OBJECTIVES APPLICANTS SHOULD CONTACT THE SPONSORING AGENCIES DIRECTLY FEDERAL REGISTER ANNOUNCEMENTS FOR 04 02 12 04 06 12 At the top of the US Federal Register Guide screen there is a United States Federal Register link Users may click on this link to visit the Federal Register Guide main site http id loc gov While here they may search for programs using their system So SPIN actually affords the user with two methodologies for accessing this information the SPIN Federal Guide Listing the four week overview of specific programs and access to the actual Federal Register Guide in its entirety on the federal site additional programs but unorganized SPIN USER GUIDE VERSION 13 gt e d InfoEd Global Inc kd in fi O E G Page 130 of 144 LOBAL 4 8 Keywords A final way to search for programs within the SPIN system is to use specific keywords This section provides access to search browse SPIN s controlled vocabulary list containing over 300 000 terms The keyword section is particularly valuable because it gives users the ability to pull back different results using different keyword
105. links to allow users to more efficiently and effectively navigate their way through the various interrelated pieces of functionality included in this documentation Cross referencing links have been integrated into the Table of Contents as well as the Table of Figures sections of this document to allow a user to access a desired Section or Figure screenshot directly from their respective listing within the Table of Contents or Table of Figures For example if a user would like to read more about the SPIN Main Screen they would simply go to the Table of Contents and look for SPIN Main Screen instead of reading which section and page number the SPIN Main Screen information is located in and then manually paging through the document to find the desired page Cross referencing links on the Table of Contents Table of Figures and throughout the narrative of this documentation allow the user to press the ctrl md control button and single click on the desired Section number or page number to be brought automatically to the clicked on section page Further if the user would like to see a screenshot of the SPIN Main Screen they would simply find the desired figure in the Table of Figures Figure 8 and ctrl click to be taken directly to the desired screenshot Cross reference links have also been included within this documentation to refer to an item that appears in another location in a document For example you may be reading
106. ll be located next to the X Clicking this icon opens the Keyword main page see Section 4 8 Keywords for more information on this topic Limited This is whether or not the sponsor has imposed a limit on the Submission quantity of submissions for each university organization Objectives These are the program s goals SPIN USER GUIDE VERSION 13 59 d InfoEd Global Inc Sin If OE G Page 82 of 144 LOBAL Open Application This is the designation of whether the program has an Open Period Application period Revised Date This is the last date the program was revised There is an 4 icon next to the text box Clicking this icon opens a calendar allowing you to scroll through the months to choose the revised date SPIN ID This is the InfoEd generated SPIN ID number used to identify the program Sponsor This is the name of the sponsor that is offering the program Sponsor This is the sponsor mechanism Mechanism Sponsor Program This is the programs URL address URL The user selects either Full Program Full Program or one of the above fields as the expression search field to build the expression upon SPIN USER GUIDE VERSION 13 ey d InfoEd Global Inc J ag if O E Page 83 of 144 GLOBAL Then it is time to move onto the next part of the Add Expression Icon Bar the Contains drop down Contains The Contains drop down is the expression s mode and is a very reactive changeable field Ex
107. ly created bookmark group or add it to an existing bookmark group if available The Bookmark Group Popup defaults to the Create new group option SPIN USER GUIDE VERSION 13 InfoEd Global Inc Page 65 of 144 Le infoEd LOBAL As such if you d like to create a new bookmark group for your selected program ensure that the Create new group radiobutton is filled and then type in a name for your new bookmark group in the text field below In Figure 46 the user has elected to create a new bookmark group entitled Frogs Opportunities Figure 46 Bookmark Group Popup Create New Bookmark Group Create new group nt F12AS00005 Frogs Opportunities nt F12AS00057 O Select existi ng group PA 11 027 ns 1 4 0f4 Save Close Mimil mm a Hi in rs CA Once the user has entered in the name of their new group they will press the button at the bottom of the popup to save the selected program into the newly created bookmark group If the user clicks on the button no saves will be made they will be returned to the Results Returned section with no bookmark created for the selected program If you d like to add your selected program to an existing bookmark group make sure the Select existing group radiobutton is filled and then check the group In Figure 46 the user can select to add the selected program to the Frogs Opportunities bookmark group SPIN USER GUIDE VERSION 13 py d InfoEd
108. ly field containing a description of the Opportunity sponsor s funding guidelines for the program Number CFDA Number This field is a display only field containing the Catalog of Federal Domestic Assistance Number if applicable for the program The Catalog of Federal Domestic Assistance CFDA provides a full listing of all Federal programs available to State and local governments including the District of Columbia federally recognized Indian tribal governments Territories and possessions of the United States domestic public quasi public and private profit and nonprofit organizations and institutions specialized groups and individuals Deadline Date This field is a display only field containing deadline date for the applicant to apply for the program Deadline Type This field is a display only field containing deadline type for the selected program Established Date This field is a display only field containing date the program was established Last Revised This field is a display only field containing the date the program Date listing was last revised Next Followup This field is a display only field containing the next followup date Date for the program listing 4 1 10 Bookmarking A Specific Program Another option in the Results Returned section is to bookmark a specific program s by clicking the button under the Bookmarks column next to the selected program in the Results Returned section Please The Bo
109. mation Clicking the few Funding Groue button on the Bookmarked Opportunities screen opens an Add New Group popup Figure 97 Figure 97 Add New Group Popup info spin Jess Gorman InfoEdGlobal Sian Out Bookmarked Opportunities Planes Guokmans Punang Gudes Kemos gt i Add New Funding Group Shared Save Changes Cancel SPIN USER GUIDE VERSION 13 gt e d InfoEd Global Inc kd in fi O E G Page 123 of 144 LOBAL From this popup you may either create a new bookmark group by typing in the blank text box or click the icon to choose from a pre existing title Once you have chosen your title you may decide to share the Bookmark by clicking on the Shared checkbox Please see 4 6 2 Shared Opportunities for more information When you are finished adding a new group or selecting a pre existing group click either the Sl button to return to the Bookmarked Opportunities with no changes saved or the 5e changes button to save the new group Once the 391218 _ button is clicked the popup will close and the new group will be listed under Group Name So let s assume you wanted to find programs about North America that were for students with a deadline after today After searching you will find a variety of programs containing multitude amounts of unnecessary information You search through numerous list and eventually narrow your program list to 20 To save time and effort you decide to bookmark
110. ms Similar specific search results can also be achieved by utilizing the Basic Search along with the Category Filters Section 4 3 SPIN USER GUIDE VERSION 13 ey d InfoEd Global Inc e In fi O E Page 91 of 144 GLOBAL 4 3 Category Filters As mentioned in Section 3 1 the first section of the Yellow Tool Bar located at the top right of the SPIN Main Screen is Category Filters Category Filters are used to describe yourself and your institution and filter on opportunity eligibility requirements The Category Filters section contains five filter options e Applicant Location e Applicant Type e Project Type e Project Location and e Citizenship Status To access the filter options hover your cursor over Category Filters tab on the SPIN Main Screen as shown in Figure 75 Figure 75 Category Filters Main Menu Jess Gorman InfoEd Global Sign Out Applicant Location Applicant Type Project Type Project Location Citizenship Status The five Category Filter options will display in a drop down menu You may click the specific category you wish to filter by opening the SPIN Search Filters popup window Figure 76 SPIN USER GUIDE VERSION 13 ry d InfoEd Global Inc kI In if O E Page 92 of 144 GLOBAL Figure 76 SPIN Search Filters Popup Applicant Location This field is often prefilled for you based on your institution although there may be a more precise selection within the location hierarchy Th
111. n the Save button and the file will be generated and saved A Download Complete popup Figure 56 appears designating that the file has been downloaded SPIN USER GUIDE VERSION 13 ry d InfoEd Global Inc kJ In If O E G Page 70 of 144 LOBAL Figure 53 Download Complete Popup Download complete Je Download Complete GridResults xls from spin infoedglobal com Downloaded Download to Transfer rate 4 50KB in 1 sec CA Users jgorman DesktopiGridResults xls On this popup you can select to open the newly created document see Figure 51 by clicking the Open button If you d like to open the folder that the newly created document was sent to click the Open Folder button and the Folder View popup will appear Figure 54 Figure 54 Folder View Popup Pan QW mM gt Gorman Jessica My Documents gt InfoEd Search Results Exported Documents Organize v Xi Open v Share with v Print E mail Burn New folder sr Favorites Name Date modified Type v 4 Search InfoEd Search Results Exported HE Desktop E1 GridResults 4 24 2012 10 29 PM Mic rosoft Office E Recent Places ie Downloads Ai Libraries Documents d Music Pictures z Videos 18 Computer amp Gateway C a Removable Disk F 2 groups infofs03 G tu Network GridResults Microsoft Office Excel 97 2003 Worksheet Date modified 4 24 2012 10 29 PM Authors Add an author Tags Add
112. name listed Make your modifications and click anywhere on the screen to save the changes SPIN USER GUIDE VERSION 13 ry e d InfoEd Global Inc kd in if O E G Page 121 of 144 LOBAL Clicking Export allows you to transfer the Bookmarked Opportunities to either a Word or Excel document Just as described in Section 4 1 11 Exporting Your Search Results To Word or Excel once you click your chosen format a popup window confirming the step will open Press the OK button and the results will export to the specified program Expand Pressing this icon expands the specific group s information E All of the programs you ve bookmarked under that specific group will display The SPIN ID number title sponsor information deadline date and last revised date will all be available From this section you may filter the results or delete a specific program from the list You may also view a certain program s detail information by clicking the Opportunity Title link Please Section 4 1 9 View More Detailed Opportunity Information for more details on this functionality To minimize the selection click the icon i This filter a icon functions just like the other filter icons within the system allowing you to utilize a drop down menu choose the filter type in the specification and click Filter The results list will refresh according to your decision displaying the new information Please see Section 4 1 6 Filtering
113. ng from the furnishing performance or use of this material InfoEd International Inc reserves the right to revise the information contained in this Document without advance notice InfoEd International Inc will provide a revised electronic copy of this Document with each version release SPIN USER GUIDE VERSION 13 P d InfoEd Global Inc iJ In fi O E G Page 2 of 144 LOBAL Illustrative Prompts We have scattered some simple illustrative prompts throughout this documentation for easy reference and recognition Here s a listing of these prompts along with a brief description of each for you to familiarize yourself with and become accustomed to seeing anceps understanding and or utilizing the selected system component As This icon typically clues the user in to a key point in functionality or business rule Im You will find this icon next to an important piece of information portant i O bias new to this release or a key update from previous documentation versions Warning Critical Text by this icon provides the user with a point of advice on what to avoid to keep you on the right track This icon calls attention to an additional word of note that the user may find helpful and or informative for the selected subject matter You will find this icon next to an important bit of information that the user might find useful in their quest to gain a quick insight into the subsequent section This icon is used to d
114. nnnen 31 4 Searching For TOPIC rrannnnnnnnrnnnnnnnnnnnnrnnnnnnnnnnnnnnnnnnennnnnrnnnnnsnnnnnsennnnsennnnnee 33 Al BASIC SCAU CH EE 33 4 1 1 Performing A Basic Search ereere aia EEE 34 4 1 2 Saving Your Search Criteria ccccccccseccecseceseseeeseeeseeeeeseeeesseeesseeeeseeeees 35 413 Results ReUMEO ee 36 4 1 4 Navigating Through the Results Returned rrrnrrvnnrrnnnrennrrrnnrrnnrernvrnnne 39 4 1 4 1 Results Returned Program Count rrrnnnvvnnnnnnnnnnrnrrvnnnrnnnnnnnrserennnnnnnnsnnne 40 4 1 4 2 Results Returned Display Counter rrrrrrennnnnrrrvvnnnnnervrnnrnnnervennnnnereennnnne 41 4 1 4 3 Results Returned Page Counter Navigation Bat ccccccsseessseeeeeeeees 42 4 1 5 Sorting Search Results rrrarrrrnnrrrranrrnnnrerrnnnrvnnnenrannrnnnnennnnennnnnennnnnnnnee 44 4 1 5 1 Modifying the Order of the Columns rrrrnrnnnnnrvvrnnnnnnvrnrnnnnnrennrnnnnnrnnnnnnn 44 4 1 5 2 Grouping by the Columns rrrrrnnrrrvrrrnnnrnvorrrnnnnnvrnrnnnnnnennrnnnnnsennrnnnnennnnnnnn 46 4 1 5 3 Sort Results Using The Column Header S cccceessseeceeeeeseeeeeeeeeees 47 4 1 6 Filtering Search Results cccccecccseeceeeeceeecceeeceuceceeeseeeeceueeseeeseeesseeens 49 4 1 7 Viewing The Program Details rrarnnnrnnnnrnnnnvnnrnnrrnnnennnrnnnrnnernnernnrnnsennenn 51 4 1 8 Minimizing The Program Details rrrarnnnrnnnnnnnrrnnnennnennnrnnnennnrnnnennnennnennne 54 4 1 8 1 Program Details Refresh Button
115. nsrnnnnnnsnsnnnnnnnnnsnnnnnnnnennnnnnnnee 38 Figure 20 Results Returned Program COUnNt errnnnnnnnvnrnnnnnnvrnrnnnnnrennnnnnnnnennnnnnensennnnnnsnsennnnnnsnsenn 40 Figure 21 Results Returned Display Counter anrrnrnnnnnnnnnnnnrnnnnnnrnnrnnnnnnennnnnnnnsennnnnnsnsennnnnnsnsnnn 41 Figure 22 Results Returned Page Counter Navigation Bar rrrrrnrnnnnnnnrnrnnnnnnrnnrnnnnnnennnnnnnnnnnn 42 Figure 23 Modifying the Order of the Columns ccccccsseeeeeeeceeeeeeeeeeseeeseeeeseeeeeeeeesaaeseeseesaaees 45 Figure 24 Modifying the Order of the Columns The Results rrrrnnnrrrrvvvrrrrnnnnerrrrvrnnrrnnnnnnnne 45 Figure 25 Grouping by the Columns rrrrrrrrnnnnnvvrrrnnnnnvnnrnnnnnrennnnnnnnsennnnnnnnsnnnnnnnnnrennnnnsnsennnnnsnee 46 Figure 26 Grouping by the Columns The Results rrrrrrnnrrrrvrrnnnnnvvrnrnnnnnrnnnrnnnnnrennnnnnsnsnnnnnnnee 47 Figure 27 Sort Results Using the Column Header S ccccccssseeeeeeeeeeeeeeeeeeeeeeesseeeeseeeesaaaeeees 48 Figure 28 Sort Results Using the Column Header s Reverse Ordet cccccccssseeeeeeeeeeeeeees 49 SPIN USER GUIDE VERSION 13 ey InfoEd Global Inc J n O E d Page 8 of 144 Figure 29 Figure 30 Figure 31 Figure 32 Figure 33 Figure 34 Figure 35 Figure 36 Figure 37 Figure 38 Figure 39 Figure 40 Figure 41 Figure 42 Figure 43 Figure 44 Figure 45 Figure 46 Figure 47 Figure 48 Figure 49 Figure 50 Figure 51 Figure 52 Figure 53 Figu
116. ntains numerous options for what you could include in your search results When you have picked the terms you may choose multiple either double click the word move the options to Chosen Detail View Column Once you are finished with this window make sure to save your alterations by clicking the 34891484 button or press the button to close the window without saving After you ve saved these terms conducting a search will return opportunity results containing details with only the fields selected in the Chosen Detail View Columns section SPIN USER GUIDE VERSION 13 ry d InfoEd Global Inc kd in if O E Page 108 of 144 GLOBAL S For You decide that when you perform a search and access the Example expanded view of an opportunity you only care about the program s Synopsis and Funding Limit You would use the Group Forward PP button to move all values from the Chosen Detail View Columns to the Detail View Columns Options You would then use the Forward gt button to move Synopsis and Funding Limit back over to Chosen Detail View Columns You Save and Exit 379984 and when you perform a search and click to expand a program to display it s details only the Synopsis and Funding Limit will show in the expanded program view see Figure 85 Figure 85 Chosen Detail View Columns The expand icon on the left side of the search results grid shows a detail view This is used to determine which columns and in what ord
117. o depict a sample scenario or illustrated example that more clearly demonstrates the selected functionality Once you are finished press the i icon to close the Keyword Search Help popup window From here you may utilize the multiple search techniques to help pull back additional results Whether you re using the basic or advanced search method the same results will be available providing a detailed explanation of each program and its requirements SPIN USER GUIDE VERSION 13 a a InfoEd Global Inc ad ag fi O E Page 30 of 144 GLOBAL 3 1 6 Progressive Text Feature A helpful tool when using the basic search is the availability of the progressive text feature There are two progressive text functions that will appear to the user one available in the Basic search mode another when a user is in Advanced search mode The first progressive text feature is a browser based function that auto completes text based on the user s previous inputs when they are in Basic search mode A user Is interested in programs about the earth so they go to the SPIN Home Screen and in Basic search mode they enter the words soil and sod in the blank search text box The user then leaves the SPIN Home screen to later return to the SPIN Home Screen in Basic search mode and starts typing the letter S in the blank search text box A picklist will display soil and sod as well as any other terms they already searched for beg
118. o see sample searches using multiple expressions 4 2 1 3 Add Group Clicking the Add Group Eion in the Advanced Search Icon Bar Figure 63 creates an additional Advanced Search Icon Bar CA located below the first one Every time you click the Add Group ta icon you are creating a new AND OR expression group to use in your search The reason you may want to create a new group is to add additional search criteria Along with creating a new group you are essentially adding a new level to the hierarchy of the search and now have a Multi Level Advanced Search 4 2 1 3 1 Multi Level Advanced Search Example When the user enters multiple expressions by adding group s we say that they have created a Multi Level Advanced Search multiple expressions SPIN USER GUIDE VERSION 13 ry d InfoEd Global Inc kd in if O E Page 86 of 144 GLOBAL S For If you create an additional group you may now create a Multi gt Example Level Advanced Search see Figure 70 For example we can search to find any programs that contain the words TREE AND CLOUDS AND SOIL OR SEEDS in any of the program fields In order to do this we create the first OR expression to include the Full Program all program fields as the expression search field and then Contains as the expression mode and then enter in SEEDS as the first criteria Then we add new group using the AND expression including the Full Program all program fields as the expression search
119. okmark column is not present for anonymous users only L Note logged in users may utilize this functionality to bookmark programs SPIN USER GUIDE VERSION 13 gy qd InfoEd Global Inc e In fi O E Page 64 of 144 GLOBAL Figure 44 Bookmarking a Specific Program in Results Returned Search mode sasc frogs Results Found 4 Draa column header and drop I here to aroun by that colum Drag column header and crop it here to group by that column fa Ach Fr Saf Sars RIAD 03571 R r rants 7 HUD Conservation Fund 12958 Wildlife Without Borders Amphibians in Decline 1 t Of Frontal Cortex ic Syst 39381 Their Roles In Drug Abuse R01 me Search Options Clear Filters Queensland Frog Society 17 Feb 2012 1 028 50 USD U S Fish amp Wildlife Service Department of the interior F12AS00005 01 Apr 2012 0 00 USD U S Fish amp Wildlife Service Department F12AS00057 01 May 2012 250 000 00 USD of the Interior National Institute on Drug PA 11 027 07 Jan 2014 0 00 USD Abuse NIH DHHS When you click the Figure 45 will open Figure 45 AS00005 AS00057 11 027 Daily cory Bookmark Group Popup Create new group Daily conversion rates provided by XE com Terms of Use O infoEd GLOBAL button for a selected program the Bookmark Group Popup BY infant A On the Bookmark Group Popup Figure 45 you have the choice to add the selected program to a new
120. olutions for managing sponsored programs Worldwide over six hundred academic medical and scientific institutions rely on InfoEd to support their grant and contract activity InfoEd s proven web based modules streamline processes enable proactive monitoring of compliance and enhance internal and external collaboration SPIN provides a comprehensive warehouse of current and relevant funding opportunities for a variety of types of applicants Sponsors both public and private from around the world are covered on a regular basis to ensure that the most up to date information is provided The application is designed to place the user as the central factor in the queries various options and filters are available to describe the applicant and his her organization as well as the applicant s current needs SPIN also contains functionality for the administrative level allowing those with appropriate access to distribute and share both information and preconfigured options and searches the rest of the organization SPIN is designed to be the single funding data repository resource for students postdocs faculty academic staff and a variety of other professionals ADMIN TOOLS MANUAL VERSION 13 ry d InfoEd International Inc RI in fi O E Page 12 of 144 GLOBAL 2 Logging Into SPIN There are multiple ways to login into the SPIN system The mechanism of access will depend on what type of license your institution maintains with
121. ormation However searches shared by an administrator are accessible to anonymous users e The Bookmarks section is a way to save the search you conducted then share your work even after you ve navigated away from the page If you are logged in you have the option to Bookmark your work and then share it with other users If you are not logged in you will only have access to opportunities shared by your administrator see Section 4 6 Bookmarks for more information e A user has the ability to identify key words and group them in the Keyword section for use in the advanced search but Keyword Groups can only be saved if the user is logged into the system see Section 4 8 Keywords for more information Please Please note that if you d like to save search settings and results LN Note bookmark opportunities or use some of the more enhanced SPIN functionality you must login to the SPIN system If you are not logged into the system your search results bookmarks and other settings will not be retained beyond the existing session SPIN USER GUIDE VERSION 13 ey d InfoEd Global Inc iJ ag if O E G Page 21 of 144 LOBAL 3 Working With SPIN Congratulations you re in This section will introduce you to the SPIN Main Screen and some of the universal functionality features of the SPIN system All of the pictures in this section of the manual are taken as a Obae logged in user Depending on your privileges some of the option
122. out Borders Amphibians in U S Fish amp Wildlife Service Department of the 6 12958 Decline Interior F12AS00057 1 May 12 250 000 00 USD The Development Of Frontal Cortex And Limbic System And Their Roles In Drug National Institute on Drug 7 39381 Abuse R01 Abuse NIH DHHS PA 11 027 7 Jan 14 0 00 USD 8 Refresh 9 firstprev 10 1 11 10select 12 nextlast 13 Displaying items 1 3 of 3 14 15 16 17 18 19 20 a a 4 4 gt GridResults1 2400 ad Ready SPIN USER GUIDE VERSION 13 InfoEd Global Inc Page 74 of 144 oEd GLOBAL Q in Figure 59 inf sPin S For Example In this next illustration Figure 59 the user has performed a Basic search for frogs with three applicable programs found and the Results Returned section has been expanded to include detailed information and the user has filtered the results by Opportunity Title The following illustration is an example of the exported Microsoft Excel document for the search performed in Figure 59 Figure 60 is a representation of the resulting exported Microsoft Excel document Customizing Export Content Example 2 Jess Gorman InfoEdGlobal Sign Out Search mode BASIC 7 EE Applicant Location Citizenship Status Clear Filters v v Opportunity Title The Development Of Frontal Cortex And Limbic System And Their Roles In Drug Abuse R01 Contact Name Contact Telephone Contact Email Sponsor Website Pranram IIR
123. own and the search text box This is a drop down list where the user can designate the following search criteria as Is Equal to Is not equal to Starts with Contains Or Ends with the value entered in the text box below A blank text box for the user to enter in their first search term This is a standard textual title which designates that the first and second filter values are mutually inclusive A blank text box for the user to enter in their second search term This is a drop down list where the user can designate the following search criteria as Is Equal to Is not equal to Starts with Contains Or Ends with the value entered in the text box below When pressed this button will initiate the filtering of the search results to only include the opportunities that are applicable to the selections made in the Filter fields entered by the user SPIN USER GUIDE VERSION 13 InfoEd Global Inc Page 50 of 144 3 infoEd LOBAL 4 1 7 Viewing The Program Details Searching for and finding the title sponsor name number deadline date and funding amount of desired program s is great but sometimes a user may want to get a more in depth look at an individual opportunity or set of opportunities That s where the Program Details checkbox and the Program Plus Minus button located in the left most column of the Results Returned section come in Figure 30 Program Details Checkbox amp Plus Minus Button Results Found 4 Dr
124. pe This is the program s deadline type SPIN USER GUIDE VERSION 13 ey cl InfoEd Global Inc ad ag fi O E G Page 81 of 144 LOBAL Deadline This is the program s deadline date There is an El icon next to the text box Clicking this icon opens a calendar allowing you to scroll through the months to choose your specific deadline Eligibility This is the eligibility requirements for the program Established Date This is the date the program was established There is an icon next to the text box Clicking this icon opens a calendar allowing you to scroll through the months to choose the specific Established Date Follow Up Date There is an 6 icon next to the text box Clicking this icon opens a calendar allowing you to scroll through the months to choose the follow up date Full Program This value is selected when the user would like to Funding Amount This is the total amount of funding available for the project Total Funding Detail This is the detailed text designated as the Funding Guidelines for the program Funding This is the program s funding opportunity number Opportunity Number Indirect Cost Cap This is the maximum value for Indirect Costs associated with this program Indirect Costs This is the designation of whether there are Indirect Costs associated with this program Keywords These are keyword s associated with the program If you choose this option an icon wi
125. pression Mode For example for expression fields that are text based the field is titled Contains and can either have two values Contains and Does Not Contain or for select fields there will be more values including Contains Does Not Contain Ends With Equal To Is Not Null Not Equal To and Starts With see Figure 67 For numeric quantitative fields like Cost Sharing Cap this field is not Contains it is Equal To listing values like Equal To Greater Than Greater Than or Equal To Less Than Less Than or Equal To and Not Equal To see Figure 68 Figure 67 Adding An Expression Contains Lists Search mode ADVANCED Contains Does Not Contain Cuil Does Not Contain Ends With Equal To Is Not Null Not Equal To Starts With For numeric quantitative fields the field is not titled Contains it is titled Equal To with values like Equal To Greater Than Greater Than or Equal To Less Than Less Than or Equal To and Not Equal To Figure 68 SPIN USER GUIDE VERSION 13 ye d InfoEd Global Inc kI In fi O E G Page 84 of 144 LOBAL Figure 68 Adding An Expression Equals List Search mode ADVANCED Equal To Greater Than Greater Than or Equal To Less Than Less Than or Equal To Not Equal To The user selects the desired expression mode Contains i e Contains Does Not Contain Equal To Less Than etc and then it is time to comp
126. r terms of those three keywords as well SPIN USER GUIDE VERSION 13 d i InfoEd Global Inc Yi n J inf O E Page 135 of 144 GLOBAL In Figure 106 we have selected to include two levels of broader terms for my keyword search of Transportation Term Label Terminals Figure 106 Broadening Your Search Transportation Search Show unused terms in search results Hide terms already selected from search results Terminals Transportation Transportation Urban transportation Penal transportation Transportation Automotive Urban transportation policy School children Transportation Blu 123456789 10 ME Displaying items 4 10 of 433 Save Selections and Continue Exit This is the level to which you d like to narrow your search of levels you want to specify the term Each level you may go 10 times narrower in your search returning very specific results In Figure 107 we have selected to include two levels of narrower terms for my keyword search of Transportation Term Label Terminals SPIN USER GUIDE VERSION 13 ry d InfoEd Global Inc kJ in fi O E G Page 136 of 144 LOBAL Figure 107 Narrowing Your Search Seren PARETO PERES Transportation Search 7 Show unused terms in search results V Hide terms already selected from search results Terminals Transportation Transportation Increase value Urban transportation Penal transport
127. rch Options and Detail View Column Options where the user can designate SPIN specific search options to search by and designate how they would like the search results to appear Please see Section 4 4 Search Options for more information Searches After you search for an opportunity especially if you ve identified specific filters or criteria to apply to your search you may want to save or share the search parameters using the elements in this Searches tab Please see Section 4 5 Searches for more information SPIN USER GUIDE VERSION 13 ey d InfoEd Global Inc Ad In fi O E Page 26 of 144 GLOBAL Bookmarks The Bookmarks section is a way to save the search you conducted then share your work even after you ve navigated away from the page Please see Section 4 6 Bookmarks for more information Funding Guides This section is a series of preconfigured searches reports already saved within the system You may either Browse the US Federal Business Opportunities or the US Federal Register Guide Please see Section 4 7 Funding Guides for more information Keywords This section provides access to search browse SPIN s controlled vocabulary based on the Library of Congress Subject Headings Please see Section 4 8 Keyword for more information 3 1 4 Search Mode One of InfoEd Global s main objectives in the enhancement of the SPIN system was to further improve the scalability and usability of the system As such we are
128. re 54 Figure 55 Figure 56 Figure 57 Figure 58 SPIN USER GUIDE VERSION 13 InfoEd Global Inc Page 9 of 144 FRONI O Se EEE EEE EE 49 Program Details Checkbox amp Plus Minus Button rrrrrnnnnrrvvvnrnnnrrvvnnrnnnrrvennnnnnereeenn 51 View Program Details Default View rrrrrnnrrrnrnnnnrrrnnnnvnnnnnnrvnrnnnnrnnnnnnrnnnnnnsrnvnnsnrnnnnn 52 Expand Programi Details inciconaceauintraxcnesenosesararcicinaautniasiiiasiiidnasnidsensuiedscuacatiranaxaiinauadetis 53 View Program Details Expanded View rrrrrnnnnnrnnrnnnnnnrvnrnnnnrrennrnnnnnrennrnnnnnsnnnnnnsnenn 53 Minimize Program Details rrrnnnrnnnnnnrvnrnnnnvnnnnnnrnnnnnnsnnvnnnnrnnnnnnrnnnnnnsnnnnnnnsnnnnnnsnnnnnnsene 54 Program Details RETTEN cian sicwissincnar din cidntaiediuinivasieanntbaraiuthaaiuterahieiudinsivaeataniwwadinnit 55 Opportunity THe LNK Lavere 55 Opportunity Information POPUp srrrnnrrnnrrrnnnnnnnnvvrnrrrnnnnnnnnvrnnnnnnnnnnnnnssennnnnnnnnsnseeennn 56 Opportunity Description Tab rrrrnnnnnnnnrnrrrrnnnnnnnnorrnnnrnnnnnnnnsrnnnnnnnnnnnnnssennnnnnnnnsnsnsennnn 57 Eligibility Requirements Tab Scroll 1 rrrronnnnronrrnnnnnrnnrrnnnnrrrnnnnnnnnrnnnnnnnnnsennnnnnnnsenn 58 Eligibility Requirements Tab Scroll 2 rrrrrnnnnnrvnrrnnnnnvrnnrnnnnnrennnnnnnnrennnnnnensennnnnnnnnnnn 59 Funding Guidelines Tab rrrrrrnnnnnnnnnrnnnnnnrnrrnnnnnrennrnnnnnrennnnnnnnsennnnnnsnsennnnnnsnsennnnnnsnsenn 60 Sponsor Information Tab Lusiuepea
129. reens returning you to the original SPIN page 4 1 9 1 Opportunity Description Tab The first tab on the Opportunity Information popup window is the Opportunity Description tab Figure 44 Figure 38 Opportunity Description Tab Opportunity Description Synopsis The sponsor will provide one research grant of 1 000 each for research into Queensland s frogs Program Objectives The purpose of the grant is to assist research into Queensland s frogs Keywords Animals Plants Science SPIN USER GUIDE VERSION 13 ry d InfoEd Global Inc KI in if O E Page 57 of 144 GLOBAL The following information is displayed on this tab Synopsis This field is a display only text box containing the program s synopsis Program This field is a display only text box containing the program s Objectives primary objectives goals Keywords This field is a display only text box containing any keywords that the Sponsor designated for the program 4 1 9 2 Eligibility Requirements Tab The second tab on the Opportunity Information popup window is the Eligibility Requirements tab Figure 44 Figure 39 Eligibility Requirements Tab Scroll 1 M GpperunfyDeserpion Ebaby Requirements Funding Guidelines Sponsor ommatan Eligibility Requirements Applicants must be a resident in Australia Applicants must be current financial members of the Queensland Frog Society but may not be QFS management committee office bearers Applicants no
130. rements that the applicant must satisfy to apply for the program SPIN USER GUIDE VERSION 13 a a InfoEd Global Inc ag fi O E Page 59 of 144 GLOBAL Sponsor s Target This field is a display only text box containing the primary or Groups exclusive beneficiary group of the work to be done For example if a grant were being offered for a group to hold workshops that were solely or primarily focused on improving the education of a minority group that minority group would be the Target Group It does not have to do with who is applying but rather who is benefiting from the work that will be done Said a different way this field denotes the primary or exclusive group that will receive the indirect benefit of the grant being supplied 4 1 9 3 Funding Guidelines Tab The third tab on the Opportunity Information popup window is the Funding Guidelines tab Figure 44 Figure 41 Funding Guidelines Tab Opportunity Description Eligibility Requirements Funding Guidelines Sponsor information Funding Guidelines The sponsor anticipates making 10 awards under this announcement The estimated total program funding is 250 000 There is no cost sharing or matching requirement Source Grants gov 02 03 12 elg Funding Amount Duration Sponsor Currency Type 250 000 00 see detail 1 year s USD Total Potential Amount 250 000 USD Cost Sharing Indirect Costs Required Undetermined SPIN USER GUIDE VERSION 13
131. ription Searches for records containing scientific and research or their inflectional forms Searches for records containing scientific or research or their inflectional forms Wrapping terms in double quotes searches for records containing the phrase scientific research Inserting a minus symbol before a term searches for records containing scientific and not research Inserting a plus symbol before a term performs search after disabling expansion for inflectional forms Appending an asterisk to a term invokes a wildcard search searches for records containing scient and any suffix lt scientific research gt Wrapping terms in angled brackets searches for records containing scientific and research and ranks results by the proximity of the two Inserting a tilde searches for records containing scientific or its related terms in the thesaurus and research Inserting a tilde before a quoted phrase searches for records containing the phrase scientific research or its related terms in the thesaurus SPIN USER GUIDE VERSION 13 d InfoEd Global Inc Yin O Page 28 of 144 GLOBAL The SPIN system searches for words using their inflectional forms allowing for multiple editions of the same word to pull into searches Searching for the word Rain will scan all SPIN programs for Rain Rains Rained and Raining The Keyword Search Help gives users a
132. rnnnnnnnnnvnnnnnnnnsvnnnnnnnnsnnnnnnnnnsnnnnnnnnssnnnnnnnnssnnnnnnnssennnnnne 110 Figure 88 Available Saved Searches Screen cccececcccceeceseeeeeeceeeeeeeeeeeeeeeeeeeessaaeseeeeeeeeesaaas 111 SPIN USER GUIDE VERSION 13 ey InfoEd Global Inc J n O E d Page 10 of 144 Figure 89 Figure 90 Figure 91 Figure 92 Figure 93 Figure 94 Figure 95 Figure 96 Figure 97 Figure 98 Figure 99 Figure 100 Figure 101 Figure 102 Figure 103 Figure 104 Figure 105 Figure 106 Figure 107 Figure 108 Figure 109 Figure 110 Figure 111 Figure 112 Figure 113 SPIN USER GUIDE VERSION 13 InfoEd Global Inc Page 11 of 144 Load Selected Criteria Popp aars 114 SJ GR GEO Nolet 115 Available Shared ken fe ER eE E a aii 116 Load Selected Criteria POPUP ccccccccsssseeceeceeseeeeeceeeeceeeeeeaeceeseueaeeeeesssaeeeeeeaas 117 Loading A Shared SearCh s rrnnnnnnnnrnnnnnnnnnrnnnrrnnnnnnnnssnnnnnnnnnnnnnssennnnnnnnnsnnsennnnnnnnnnn 118 Shared Search Results ccccccsssssseeseececeeeeeeececcscccccssseeseeeeeeeeeeseeeessessseceeessseseees 118 Bookmarks Main Menu EEE EE 120 Bookmarked Opportunities ccccccseeeeecccceeceeseeeseeeeeeeeeeeeeesseeeeeeesseaaaueeeeeeessssaaseses 121 Aad New TUPP 123 Sh red OOPOMUNIMICSS srine eniinn Enendeni EEE ai EDAN Ridera TAAR 125 Shared Opportunities Viewing Shared Programs ccccccceesseeeeeeeeeeeeeeeeeeaaeees 126 Funding Guide Main Page ccc
133. s Update may not be available or the pictures may appear different Please see your administrator with questions 3 1 The SPIN Main Screen The SPIN Main Screen Figure 8 provides users with multiple options in performing searches saving information and using keywords to aid in a search Whether you re accessing the page as an anonymous user or logged in the main page will appear the same Figure 8 SPIN Main Screen info spi Jess Gorman InfoEdGlobal Sign Out Search mode Basic p Ent ht here or select the for help x Search Daily rsion rates provided by XE com Terms of Use e infoEd SPIN USER GUIDE VERSION 13 Py d InfoEd Global Inc Ad ag if O E GLOBAL Page 22 of 144 Since the page contains a lot of information we will begin by providing a brief overview of the various screen elements InfoEd Spin Logo infoBs SPIN User Name May be Anonymous User if you re not logged in Company Name Header InfoEd International Inc Daily Conversion Rate Notification Daily conversion rates provided by XE com Terms of Use Logo Footer Sign In Out Link SPIN USER GUIDE VERSION 13 InfoEd Global Inc Page 23 of 144 At any point in the system you may click this logo and it will return you to a refreshed SPIN Main Screen Figure 10 A user is logged into the system pictured above which is why there is a name present If you do not log in nothin
134. s This creates a broader search range and returns additional programs Please InfoEd is not managing any of the words or relationships in this L5 Note section This is completely handled by the Library of Congress The data InfoEd is using is based on the information from the htto www w3 org T R skos primer website To access the Keyword section hover your mouse over Keyword in the yellow tool bar The dropdown menu will display three options Figure 103 Keywords Main Menu Jess Gorman InfoEd Global Sign Out Search Keyword Groups Shared Keyword Groups From this menu users may choose to Search using keywords work with Keyword Groups or access Shared Keyword Groups SPIN USER GUIDE VERSION 13 yey d InfoEd Global Inc kI In fi O E G Page 131 of 144 LOBAL Please Although anyone may search using a keyword and view shared p Note keyword groups only logged in users and administrators may save keyword groups Additionally sharing a keyword is only available for administrators 4 8 1 Search Searching for a keyword is beneficial because it helps expand a search A user may know the term they want to find results on but not know any related terms D For You may be performing a search using the word Ocean Example Keyword Search has the ability to include words like water Shipping or marine life to further expand the breadth and scope of your search The keyword re
135. s Amphibians in Decline i F12AS00057 01 May 2012 250 000 00 USD Service Department of the Interior Nnnartunitv Title Wildlife Without Rorders Critically Fndanoered Animals Conservation Fund amp Internet Protected Mode On fa v 100 v Wi Sa _ _ __ aT ae In the figure above Figure 25 Opportunity Title Soonsor Name and Funding Amount columns have been dragged up to the top header of the Results Returned table Once the user has dragged the column s they wish to group the search results by the Results Returned table will change to reflect the new column grouping Figure 26 SPIN USER GUIDE VERSION 13 gt d InfoEd Global Inc kI In fi O E Page 46 of 144 GLOBAL Figure 26 Grouping by the Columns The Results frogs x Search 4 Applicant Location Project Location Citizenship Status Clear Filters v Re ts Found a Opportunity Title x a Sponsor Name x v Opportunity Title The Development Of Frontal Cortex And Limbic System And Their Roles In Drug Abuse R01 w Sponsor Name National Institute on Drug Abuse NIH DHHS The Development Of Frontal Cortex And Limbic System National Institute on Drug 39381 PA 11 027 07 Jan 2014 0 00 USD And Their Roles In Drug Abuse R01 Abuse NIH DHHS v Opportunity Title Wildlife Without Borders Amphibians in Decline Sponsor Name U S Fish amp Wildlife Service Department of the Interior U S Fish amp Wil
136. s If your organization has a paid subscription for SPIN and you are a Access user whose IP address falls within an IP range designated by your organization you will be able to access the system anonymously via the InfoEd Global website Please see Section 2 2 Anonymous Access for more information Login Access If your organization is a paying subscriber but you are not within a designated IP range for anonymous access you must successfully log in to access SPIN Please see Section 2 3 Login Access for more information ADMIN TOOLS MANUAL VERSION 13 oy d InfoEd International Inc ad info E G Page 13 of 144 LOBAL 2 1 eRA Access Your organization may have a paid subscription for both the SPIN module and additional administrative modules If this is the case you will most likely be directed to a website that is specific to your institution s domain If you were given a login username and password from your administrator you may log into the eRA portal Otherwise you may need to create a profile If you have the ability to log into the eRA then youre automatically validated for the SPIN module IF your organization has a paid subscription for SPIN To log into the eRA portal begin by entering your username and password Figure 1 Logging into the eRA Portal nfo Ed eRA Po rtal Streamlining Electronic Research Administration Get Profile username cuorrissey Technology Portal Password Once you have s
137. s you to choose from specific fields to organization the information With the exception of the Bookmark section every column may be filtered Depending on what column you re trying to filter you may sort using the name what the name contains or specific dates Click the ain button next to the specific category you are filtering Using the drop down menu Figure 29 choose the filter specify what you re filtering and click Filter The results list will refresh according to your decision displaying the new information Figure 29 Filtering Search Results Research Grants I Clear Filter Show rows with value that Contains animals And Is equal to Is equal to Is not equal to Starts with Contains Ends with Their Roles In Drug Abuse R01 SPIN USER GUIDE VERSION 13 gt e d InfoEd Global Inc kI In fi O E G Page 49 of 144 Clear Filter Clear Filter Show rows with value that show rows with value that Filter Value 1 Is equal to Is equal to Is not equal to starts with Contains Ends with Filter Search Text Box 1 Filter Value 2 Is equal to Is not equal to Starts with Contains Ends with Filter Search Text Box 2 T Filter When pressed this button will initiate a refresh of the following filter fields allowing the user to start this filtering process anew This is a standard textual title which is a descriptor for the first set of filter fields the filter value drop d
138. se it allows you to weed out programs you know are not pertinent to your search while still getting a variety of results The Advanced Search option is available for all users although it is very specific and geared towards users that have a good idea of what they are looking for To begin click the 245 icon located next to Search Mode A SPIN Search Options popup window Figure 61 will open verifying the change in your search method Continuing with the advanced search option will remove any parameters you placed on your prior searches and any saved results Figure 61 SPIN Search Options Popup Advanced Search Enabling the advanced search will remove current search parameters and results Are you sure you want to proceed Continue Cancel Clicking the _ Continue button will close the popup window and the SPIN Main Screen will be refreshed to display the Advanced Search Main Page Figure 62 Clicking the cancel button will return the user back to the SPIN Main Screen with their current search parameters and results intact SPIN USER GUIDE VERSION 13 ry d InfoEd Global Inc KI in fi O E G Page 77 of 144 LOBAL Figure 62 Advanced Search Main Page Anonymous User InfoEd International Inc Sign In Daily conversion rates provided by XE com Terms of Use kd info Ed G LOBAL The advanced search page initially appears similar to the basic search page Both the yellow tool bar and the Search S
139. ser is logged into the SPIN system there will be a link on the top right of the screen that says Sign Out Clicking the Sign Out link will open a Logout Popup window Figure 11 Figure 11 Logout Popup re you sure you Would like to sign out alii ilden SPIN USER GUIDE VERSION 13 ry d InfoEd Global Inc KI in fi O E G Page 25 of 144 LOBAL Ves If you do in fact wish to logout click the wish to logout of SPIN click either the popup to return to the SPIN Main Screen button If you change your mind and do not 9 button or the X in the right corner of the 3 1 3 The Yellow Tool Bar On the right top of the SPIN Main Screen located under the User Name and Sign In Out link there is a yellow tool bar Figure 12 containing a myriad of additional elements of functionality that make SPIN even more comprehensive and user friendly Figure 12 The Yellow Tool Bar Here is a basic description of each of the elements in the Yellow Tool Bar remember each of these elements are discussed in detail in their own individual sections Category Filters Hovering your cursor over the Category Filters section triggers a drop down menu allowing you to choose a filter that describes you or your institution There are five different categories to choose from Please see Section 4 3 Category Filters for more information The drop down menu within the Options section includes two selections Sea
140. share a Keyword Group on the Saved Keyword Groups screen Figure 110 that new group is displayed in the Shared Keyword Groups screen Figure 112 which is accessed by clicking Keywords gt Saved Keyword Groups When clicked the Saved Keyword Groups tab will open Figure 104 SPIN USER GUIDE VERSION 13 ry e d InfoEd Global Inc KI in fc O E Page 141 of 144 GLOBAL Figure 112 Shared Keyword Groups PE NEKTER sheret ious The groups of keywords listed here can only be used once they have been associated with your profile Please click on the copy button to associate the keyword group to your profile No records to display Exit j a y Please This shared keyword group functionality is available to Note Anonymous users who have the ability to view these shared groups However a user must be logged into the SPIN system if they would like to create their own saved and or shared keyword groups SPIN USER GUIDE VERSION 13 InfoEd Global Inc Page 142 of 144 Q info Ed LOBAL The following fields are available on the Shared Groups tab The display of the name of the keyword group The filter 7 icons beside the Group Name Created Modified and Created By column headers function just like the other filter icons within the system allowing you to utilize a drop down menu choose the filter type in the specification and click Filter The results list will refresh according to your decision displaying th
141. ssion value searches the entire program listing all fields contained in the Full Program drop down with the expression search mode Contains drop down value to find the program s which correspond to whatever the user enters into the blank search box Full Program is functionally equivalent to the Basic Search mode and can be used to search the entirety of the SPIN record SPIN USER GUIDE VERSION 13 Py d InfoEd Global Inc Ad In fi O E Page 80 of 144 GLOBAL Figure 66 Adding An Expression Full Program Field List Search mode ADVANCED CFDA Number a Contact Address W Contact City Contact Country Contact Email Contact Fax Contact Name Contact Phone Contact State Cost Sharing Cnst Sharinn Can A Y The Full Program drop down list contains all the program fields you may utilize in this expression for your search including CFDA Number This is the Catalog of Federal Domestic Assistance Number for the program if applicable Contact Address This is the contact address for the program Contact Name This is the name of the individual you are required to contact for the program Contact Phone This is the contact phone number of the program Contact State This is the contact state for the opportunity Cost Sharing This is the designation of whether cost sharing is required or not Cost Sharing Cap This is the percentage of cost sharing cap that is on the program Deadline Ty
142. sults will enable a user to find programs that may not have resulted from entering a specific word To work with the Keywords Search click Keywords gt Search When clicked the Keywords screen will open Figure 104 Figure 104 Keywords Screen Search Enter Search Terms Here Search Show unused terms in search results Hide terms already selected from search results This screen contains three tabs which correspond directly with the three options in the Keywords Main Menu Search Saved Groups and Shared Groups g Please The Saved Groups tab will only be available for logged in users or amp Note administrators SPIN USER GUIDE VERSION 13 D d InfoEd Global Inc KI ag fi O E G Page 132 of 144 LOBAL To begin using this page type any term in the blank search text box and click the search button Figure 105 Figure 105 Searching for a Keyword shipping Show unused terms in search results Hide terms already selected from search results Nuclear ships Q ships Training ships Shipping Space ships Ships Electronic equipment Ships Safety requlations Ships Inspection Ships Merchant marine Safety measures Displaying items 1 10 of 20 Save Selections and Continue Exit The page will refresh displaying the additional keywords or terms related to the term you searched using Starting from first checkbox under the search text box the screen is as follows ia Show The search will ret
143. t to a specific Shared Opportunity Group to view the program s included in the group Figure 99 SPIN USER GUIDE VERSION 13 gt e d InfoEd Global Inc kI in fc O E Page 125 of 144 GLOBAL Figure 99 Shared Opportunities Viewing Shared Programs Hh SPIN Jess Gorman InfoEdGlobal Sign Out Shared Opportunities Export f STTRorSBIR National Center for Research Resources NIH DHHS PA 09 054 07 Jan 2012 07 Mar 2011 African Climate Change Fellowship Program 05 Jun 2011 18 May 2011 Chemistry Department Fellowships Chemistry Department Equipment Grants Chemical Engineering Awards S You can further click on the Opportunity Title of any program in the group list to view the program s details See Section 4 1 7 Viewing The Program Details for more information about this functionality 4 7 Funding Guides The Funding Guide section of the SPIN module provides users with a list of US federal opportunities that are currently available Although these programs may appear in a search this section provides users with a fast and efficient way to find specific federal programs or contracts Most of the results are canned reports reports that cannot be altered but still provide users with an overview of the relevant program information Hovering your mouse over the Funding Guides section of the yellow tool bar displays two sections Browse FedBizOpps US Federal Business Opportunities and US Feder
144. t enrolled at an educational institution must be able to demonstrate in their application that they have the scientific competence to undertake and complete the proposed research project Applicant Location Requirements Australia and New Zealand Applicant Types Eligible Researcher or Investigator Project Types Supported Research Grant SPIN USER GUIDE VERSION 13 ey d InfoEd Global Inc kI In fi O E G Page 58 of 144 LOBAL Figure 40 Eligibility Requirements Tab Scroll 2 Project Types Supported Research Grant Project Locations Allowed Citizenship Requirements Australian Sponsor s Target Groups The following information is displayed on this tab Eligibility This field is a display only text box containing the eligibility Requirements requirements for the program applicant Applicant This field is a display only text box containing acceptable Location geographic location s for the program applicant to reside Requirements Applicant Types This field is a display only text box containing the type s of Eligible applicants who are eligible to apply for the program Project Types This field is a display only text box containing the project type s Supported supported by this program Project Locations This field is a display only text box containing the allowed project Allowed location s for the program Citizenship This field is a display only text box containing the citizenship Requirements requi
145. taiettsmidteimtedimgeteudmeadeimtdldene 62 Screenshot Name EEE MN 63 Bookmarking a Specific Program in Results Returned rrrrnannrnnnnnrrnnnnevnnnrnnnnnennnnrr 65 Bookmark Group POPUD rrrernrnnnnnnvnrrnnnnnronnnnnnnnrennnnnnnnsennnnnnnnennnnnnnnnsennnnnnsssennnnnnsnsenn 65 Bookmark Group Popup Create New Bookmark Groupl cccccsseeeeeeeeeeeeeeeeeeees 66 Bookmark Group Popup Select Existing Bookmark Group ccccceeeesseeseeeeeees 67 Bookmark Group Popup Select Multiple Existing Bookmark GroupS 0008 67 Export Search Results Feature cccccccccecccsssseeeceeeeeeeeeeeeeeeeeeeeeseeeeeeeeeeeessssaeeeeeeeeees 68 File Download POPUP vssesccscessaccecevesecdee weed qeaesecasantgecedaxesacdes vadend quecicancenddesadesssedeecaadeeders 69 Sample Exported Search Results Document arrrrennnnnnvrvvnnnnnnerernnnnnnereennnnnerrrennnnnenn 69 Exported Document Save AS POpup rnrnrnnnrnnnnnrvvnrnnnnnrrnnnnnnnnrennnnnnsnsnnnnnnnnnsnnnnnnnnnsnnn 70 Download Complete POpup ccccccccccceeeeeeeeeseeeeeeeeeseeeeeeeeesaeeeseeeeseaaseeeeesaaeseeeeneas 71 Fe VTS E EEEE 71 Different Format Validation POpPup rrrnnnnrvnnnnnnvnnnnnnenvnnnnrnnnnnnrennnnsrennnnnnennnnnsennnnsnen 72 Microsol Oiice Help STEN 73 Customizing Export Content Example 1 rrrrrnnnnnnrnnrnnnnnvvnnrnnnnnrnnnrnnnnnrennrnnnnnennnnnneee 74 Customizing Export Content Example 1 Resulting Exported Docum
146. that the select program is in expanded display mode ready to return back to the standard display mode The fields displayed for these programs are Contact Name Contact Telephone Contact Email Sponsor Website Program URL Deadline Dates and a Synopsis of the Program To minimize an individual program a user can click on the button for that specific program When a user enters their search criteria and the search is first generated the Results Returned section appears with this checkbox defaulted to unchecked and the Expand Collapse button for all of the resulting program s set to Expand which is the default view see Figure 30 Figure 31 View Program Details Default View Results Four Drag a g header and drop it here to group by that column a Search Options Clear Filters Bont 03571 Research Grants Queensland Frog Society 17 Feb 2012 1 028 50 USD Wildlife Without Borders Critically Endangered Animals U S Fish amp Wildlife Service Department 03757 a 1054 p F12A800005 01 Apr 2012 0 00 USD Conservation Fung of the Interior U S Fish amp Wildlife Service Department 12958 Wildlife Without Borders Amphibians in Decline iii ER F12A800057 01 May 2012 250 000 00 USD of the Interior Th velopment Of Frontal Cortex And Limbic System Anc National Institute on Dru 39381 We Liesctopcent st ba ag tims em And 9 PA 11 027 07 Jan 2014 0 00 USD Their Roles In Drug Abuse R01 Abuse NIH DHHS Hl we
147. the Results Returned Section displaying the programs for the selected Shared Search The following illustration Figure 93 is a list of Available Shared Searches As an example we have decided to load the search for Non US Citizen Postdoctoral opportunities shared by David Jetter SPIN USER GUIDE VERSION 13 ry d InfoEd Global Inc KI In fc O E G Page 117 of 144 LOBAL Figure 93 Loading A Shared Search info sen Jess Gorman infoEd Global Sign Out Available Shared Searches Weta emma e ee ui bu 1 Non US Citizen Postdoctoral 12 Feb 2012 25 Apr 2012 Jetter David VA 5 STEM 13 Feb 2012 25 Apr 2012 Jetter David Wa 6 Limited Submission Renewable Energy 13 Feb 2012 20 Apr 2012 Jetter David Rs Medical Education Upcoming 14 Feb 2 lukt Dept Army with Medical 07 Mar 2 re you sure you want to load this search This will clear any bk Chem E Adv Search currently set search criteria or category filters Grid settings will not be retained Load Search Cancel After you click the Run 0 button and then load the search 99544 the same results David received when he performed his initial search for Non US Citizen Postdoctoral opportunities will be displayed on the screen Figure 94 Figure 94 Shared Search Results Search mode pi postdoctoral x Search A Applicant Location ProjectLocation Citizenship Status Clear Filters Kauffman Foundation 04607 Emerging Postdoctoral 28 Nov 2011 2 500 00
148. the screen has opened you may select to either work as an anonymous user or login to the system as a specific user SPIN USER GUIDE VERSION 13 gt e d InfoEd Global Inc KI In fc O E Page 17 of 144 GLOBAL Again if you select to work in SPIN as an anonymous user remember that certain functional elements of the application will not be available For example with no user profile in use none of the settings you have designated nor any of the searches you perform may be saved for future use If you d like to utilize the bookmarking filtering saving and searching functionality you must have a SPIN login name and password and must sign in to save any changes to your select user profile If you were provided a SPIN username and password and wish to sign into the system click the Sign In link at the top right corner of the screen see Figure 6 Figure 6 SPIN Sign In Link Anonymous User InfoEd International Inc Sionin gn In Once clicked the link will open the SPIN Login Popup window Figure 7 Figure 7 SPIN Login Popup Login ID Password T Copy anonymous settings to your profile E Remember me Login Not subscriber yet Click here to speak to us SPIN USER GUIDE VERSION 13 ry d InfoEd Global Inc KJ in if O E G Page 18 of 144 LOBAL In the SPIN Login popup you have a few options e You may simply enter your Login ID and Password logging you into the SPIN system as
149. uccessfully logged into the eRA Portal you must click on the Find Funding link see Figure 2 located on the top left of the screen to access the SPIN functionality SPIN USER GUIDE VERSION 13 gy d InfoEd Global Inc ad ag if O E Page 14 of 144 GLOBAL Figure 2 Find Funding in the eRA Portal Cassandra Morrisse Tuesday January 03 InfoEd f 7 srminofaev Ostabase n amp o wy 0 Records Found 93 Displaying pages 1 through 4 of 4 info Ed Exit Help Portal Support SS i 234 heed Pianabans Pel My Projects My Open Action Items Ms Cassandra Morrisey My Calendar My Proposals pa Open Assigned Due Item PI Name Actioa Required Awards bes gt Wednesday June 01 2011 Ann amy i Erin Ori a ACTION TEST 203 My Financials 9 32 53 AM Ove 211 days ago 184 Open Action Items 80205 PT 076 New Proposal Created for Erin Driscoll on 01 Jun 2011 9 32 19 AM External Interests G Tuesday June 14 2013 Proposal Can ACTION TEST 101 me 12 45 06 PM Due 197 days ago 185 Open Action Items 80205 PT 079 DeGregor My Human Subjects New Proposal Created for Dan DeGregory on i4 Jun 2011 12 44 33 PM gt Tuesday June 14 2011 Proposal Dan ACTION TEST 101 My Animal Use D 2 08 00 PM Due 197 days agal 185 Open Action Items 80205 97 080 DeGregor My file New Proposal Created for Dan CeGregory on 14 hun 2011 2 07 25 PM gt Wednesday June 15 2011 Proposal Danielle ACTI
150. uentially starting with 00000 and ending with 99999 If you re sorting using Sponsor Name names that begin with A will be first Z will be last If you re sorting using Deadline Date the newest dates will appear first So sequentially May 10 2012 will appear before April 10 2012 Clicking the icon next to the Column Title reverses the order So if you re sorting by Soonsor Name and click the column header the results will be reverse sorted starting from Z to A not the standard A to Z Figure 27 Sort Results Using the Column Header s Results Found 4 v Drag a column header and drop it here to group by that column a Opportunity Title Y Research Grants Queensland Frog Society 17 Feb 2012 1 034 63 USD The Development Of Frontal Cortex And Limbic System And Their National Institute on Drug Roles In Drug Abuse R01 Abuse NIH DHHS U S Fish amp Wildlife Service Department Wildlife Without Borders Amphibians in Decline i F12AS00057 01 May 2012 250 000 00 USD of the Interior PA 11 027 07 Jan 2014 0 00 USD Wildlife Without Borders Critically Endangered Animals U S Fish amp Wildlife Service Department F12AS00005 01 Apr 2012 0 00 USD Conservation Fund of the Interior Displaying items 1 4 of 4 In the figure above Figure 27 the user has clicked on the Column Title and the up arrow has appeared signifying that the Column Title is now a sorting button and the search results have been sorted In the
151. ul 2012 06 Dec 2011 11 May 2012 11 Jan 2012 __ tr SEE gt Displaying items 1 10 of 938 100 000 00 USD 200 000 00 USD 0 00 USD 5 980 85 USD 0 00 USD 0 00 USD 800 00 USD 350 000 00 USD 0 00 USD 250 000 00 USD In the above example the Results Returned Display Counter informs the user that they are currently viewing programs 1 through 10 out of the total 938 programs retrieved SPIN USER GUIDE VERSION 13 InfoEd Global Inc Page 41 of 144 Q info Ed LOBAL 4 1 4 3 Results Returned Page Counter Navigation Bar Again when a larger number of search results are retrieved many pages of Results Returned programs are generated by the system InfoEd Global has included a page counter navigation bar 1 Figure 22 at the bottom left of the Results Returned section to allow the user to more efficiently page through the resulting programs Figure 22 Results Returned Page Counter Navigation Bar EEE EEE a EE NCHRP Request for Proposal Managing Catastrophic NCHRP 20 59 36 25765 7 Transportation Research Board 21 Dec 2011 100 000 00 USD Transportation Emergencies A Guide for Transportation Executives RFP 25701 Federal Highway Administration DTFH61 12 RA 00004 10 Dec 2011 200 000 00 USD American Road amp Transportation 67956 Globe Award Program Builders Assn Transportation Dev 23 Mar 2012 0 00 USD Fndn Canadian Transportation Research 99107 31 Dec 2011 5 9
152. urn keywords that are associated with SPIN unused terms in Programs search results Checking this box will allow keywords not associated to SPIN programs to return as results By default we only provide keywords that are associated to SPIN programs Selecting this option will expand results to return keywords that are not associated with any SPIN programs which could be used to simply browse the keyword set SPIN USER GUIDE VERSION 13 Or d InfoEd Global Inc kd in if O E G Page 133 of 144 LOBAL Hide terms already selected from search results Select Term Label Filter Occurances InfoEd Global Inc Checking this box will hide keywords from the search that already are contained within one of your saved groups if you ve already saved a keyword in one of your groups this will not display unless the box is checked Clicking the checkbox lin the yellow header of the first column of the grid selects all of the terms on that specific page Clicking the checkbox in the the first column of the grid beside a select Term Label selects that specific keyword If you visit another page the selections will not be saved This is a list of all the word s term s related to the specific word you re searching Clicking the specific term link opens a box containing information on the alternate labels broader terms narrow terms related terms and the Library of Congress Link Preferred Label This is th
153. vanced Search Adding A Second EXpreSSiOn ccceeeeecceeeeseeeeeeeeeeeeeeesaeeaeees 89 Figure 73 Advanced Search Adding Additional Expressions ccccccceeeeeeeeeeeeeeeeeeeeeaeaaeees 89 Figure 74 Advanced Search Adding Groups cccccceeceeeeeeeeeeeaeeeeeeeseaeeeeeeesaeaeeeeeeeseaeeeeeeeas 90 Figure 75 Category Filters Main Menu rrrnrrnnnnnnnnnnnnnnnvnnnnnnnnnennrnnnnnsennnnnnsnsnnnnnnnnnrnnnnnnensennnnnnsnee 92 Figure 76 SPIN Search Filters POPUP ccccccsssseeeecceesseeeceeeeeseeeeseseaeeeessaeaaeeeeesseaseeessssaaeeeess 93 Figure 77 Applicant Location rrannnnnnnnnnnnnnnnnvennnnnnennnnnnennnnnnrnnnnnnrennnnenennnnsnennnnsernnnnnssennnnsennnnsne 95 Figure 78 ADPIC AL TYDS EN S 97 Figure 79 Project Type ccccccssecccceeseecccessecceeuscecseeueeecsaeeeceeaeceeseaseeeseageeessaueeeesegeeesseseesssegeessas 99 Figure 80 p 0 ste 0 LOC AMOI N EEE EE EEE ER E 100 Figure 81 re DE E 101 Figure 82 Seach Options Main Menu EEE RE 103 Figure 83 SPIN Search Options POPU ccccccssseeceecceeseeeeeceaeeeeeecseeeeeeessueseeeesseaeeeeeessaaees 103 Figure 84 Detail View Column OPIONS L restedet 108 Figure 85 Chosen Detail View Columns rrrrrrnnnnrnnrrnnnnnrvnnrnnnnnrennnnnnnnsennnnnnsnsrnnnnnnnnsnnnnnnnnseennnnne 109 Figure 86 Chosen Detail View Columns Results rrrrrnnnnnnnnrvvrrnnnnnrrnvrnnnnnrvnnnnnnnnennnnnnnnnennnnnnn 110 Figure 87 Searches Main Menu rrrrnnnnnnnnr
154. veteadinasrecaseatderatenesanieneadendan 14 Figure 2 Find Funding in the eRA Portal rrnnrnnnnnnnnonrnnnnenrnnnnennnnnnrnnnnnnrennnnenennnnsnrnnnnnsnennnnnnen 15 Figure 3 SPIN MIM EN 16 Figure 4 InfoEd Global Website rrrrrrrrrrnnnnrrnrvrrrrrrnnnnnnovrrnnrrnnnnnnnnrrnnnnnnnnnnnnnssennnnnnnnnsnnesennnnnnnnnn 17 Figure 5 Accessing SPIN Via the InfoEd Website rrrrrnnrrrernrnnnnnrvrrrnnnnnrrnrrnnnnnrnnnnnnnnnrenrnnnsnenn 17 Figure 6 SPIN SG TN vvs tdea 18 Figure 7 Sa I OCU ONDE EE EE EN EEE 18 Figure 8 SPIN Main STEEN Lanes 22 Figure 9 Ne wINIOEd SPIN LOGO 160 Lapeer Nene 24 Figure 10 SPIN Logo Icon Screen Refresh rrrrnrnnnnnnnnnrnnnnnnvvnrnnnnnrennnnnnnnsnnnnnnnsssnnnnnnnnsrnnnnnnsnee 25 Figure 11 1670 0 01 TON RER EE RE RE ENE 25 Figure 12 TMEV er Tool Bai EEE ea RRRA 26 Figure 13 ej ra 61 R NOUE EE EEE A ME EE 27 Figure 14 Keyword Search Help POPUP snrnrnnnrnnnnnrnnrrnnnnnrvnnrnnnnnrnnnnnnnnnrrnnnnnnsnsnnnnnnnsnsnnnnnnnsnsnen 28 Figure 15 Se e Eao EE EN NE EE 34 Figure 16 Performing a Basic Search rrrnnnnnnnnnrnnnnnnvnnrnnnnnrennrnnnnnsennnnnnnnsennnnnnsnsennnnnnsnsrnnnnnnsnssen 35 Figure 17 Save Current Criteria PODUp cccccccccccsssseeeeeeeeeeeeeeeseeeeeeeseeeeeeeeeeeeesseeaeeeeeeeeeesaaas 36 Figure 18 Results Returned Section rrrrrnnnnnrvnvnnnnnnrvrrnnnnnnernrnnnnnnrnnnnnnnnsennnnnnsnsennnnnnsssennnnnnsnssnn 37 Figure 19 Category in SPIN Search rrnnnnnnnnnnnnnnnnnnnennvnnnnnnennrnnnn
155. will run but you will lose any current settings such as filters or search options or you may Cancel the request Please see the bottom of this section for more information on working with the page after you ve run the search This button functions the same as the Filter button in the Basic Search section Please see Section 4 1 Basic Search for more information on this button You may filter each column with the exception of the Run and Delete columns to help you find a Saved search Once you filter the search the Saved Search list will refresh according to your filter displaying the new information To return to the previous screen press Searches gt Saved Searches This is the title you applied to your saved search This is the same title you entered when you were saving your search on the main page You may adjust the title by clicking the actual title which will open a text box Adjust the title and then click anywhere on the screen By default the titles display according to the created date but you may adjust the list by clicking the icon or the icon Click the title and the arrow icons will appear allowing you to adjust as necessary When you are finished with the adjustments click the Save Changes button at the bottom of the screen SPIN USER GUIDE VERSION 13 P da InfoEd Global Inc ad ag fi O E G Page 112 of 144 LOBAL Created Date Date Last Used Gamin Warning Refresh
156. with no Keyword Search changes made If you click on the Cancel button you are returned to the Keyword Search Tab with your settings and selections unchanged SPIN USER GUIDE VERSION 13 ry d InfoEd Global Inc KI in fi O E Page 138 of 144 GLOBAL 4 8 2 Saved Keyword Groups When you create a new Keyword Group that new group is displayed in the Saved Keyword Groups section which is accessed by clicking Keywords gt Saved Keyword Groups When clicked the Saved Keyword Groups tab will open Figure 104 Figure 110 Saved Keyword Groups Search Saved Groups Shared Groups Transportation Terminals Transportation Shipping Transportation Automobile Transportation Railroad Transportation Gasoline Save Selections and Continue Exit SPIN USER GUIDE VERSION 13 InfoEd Global Inc Page 139 of 144 Q info Ed LOBAL The following details the functionality of the Saved Keyword Groups tab Expand Pressing this icon expands the specific group s information f To minimize the selection click the icon The name of the keyword group euler This filter Ty icon functions just like the other filter icons within F the system allowing you to utilize a drop down menu choose the filter type in the specification and click Filter The results list will refresh according to your decision displaying the new information Please see Section 4 1 6 Filtering Search Results for more inform
157. y 17 Feb 2012 1 028 50 USD Wildlife Without Borders Critically Endangered Animals U S Fish amp Wildlife Service Department F12AS00005 01 Apr 2012 0 00 USD Conservation Fund of the Interior U S Fish amp Wildlife Service Department 424800057 04 May 2012 250 000 00 USD Wildlife Without Borders Amphibians in Decline of the Interior The Development Of Frontal Cortex And Limbic System And National Institute on Drug PA 11 027 07 Jan 2014 0 00 USD Their Roles In Drug Abuse R01 Abuse NIH DHHS Displaying items 1 4 of 4 Located above the top right section of the results returned section are the various types of Categories you may use to filter your search Figure 19 These categories are derived from information in the Category Filters section of the SPIN system see Section 4 3 Category Filters Ly Hane There are five possible Category Filters Applicant Location Applicant Type Project Type Project Location and Citizenship Status Please note that the horizontal list of category filters only displays those categories that have anything set As a result in Figure 19 below there are only two Category Filters shown in the horizontal Category list Applicant Location and Citizenship Status because those are the only category filters that the user has entered and saved criteria In SPIN USER GUIDE VERSION 13 RY info Ed InfoEd Global Inc Page 37 of 144 LOBAL Figure 19 Category in SPIN Search

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