1. Back to Contents SPINPlus Back to Contents

2. SPINPlus is a web-based system that includes a database of funding opportunities, a database of investigator profiles, and a matching alert service. SPINPlus includes three product modules: SPIN, SMARTS, and GENIUS. SPIN  Funding Opportunities database of national and international government and private funding sources. GENIUS  Global WWW network and database of investigator profiles of scientific and scholarly expertise. SMARTS  Investigator Funding Alert System matches investigator profile information with SPIN. Matching is conducted on a daily basis and programs are emailed to researchers. SPINPlus Introduction What is SPINPlus?

3. Back to Contents SMARTS Overview Back to Contents

4. SPIN Matching And Research Transmittal Service is an electronic matching and funding opportunity notification system which provides investigators with a direct and targeted electronic link to comprehensive, current, and available national and international research funding information. Investigator profile information is collected via forms in GENIUS and used for matching with the SPIN database. Matching is conducted on a daily basis and programs are automatically emailed to individual researchers. Researchers may receive information in Summary or Full Program reports. SMARTS/GENIUS Overview What is SMARTS?

5. Back to Contents Accessing GENIUS/SMARTS Back to Contents

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

7. Back to Contents Creating a GENIUS/SMARTS Profile Back to Contents

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

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

10. Back to Contents Setting Up SMARTS Back to Contents

11. Setting Up SMARTS Categories Required for SMARTS Required fields are Name, Department, Email, and Citizenship. In order to receive SMARTS matches, you need to fill out the General and Keywords categories. Click General from the Profile Summary Page. The General Information page stores all of the investigator’s contact/institution information. Under Private Profile, select Yes to prevent your profile from being searchable within the GENIUS database. Select No if you would like your profile information to be visible to investigators at your institution or globally. Click Department for instructions on selecting your primary department. To move from one field to the next, use the TAB key on your keyboard or the mouse.

12. Back to Contents Setting Up SMARTS Selecting Departments A list of all of the departments within your institution will appear when you click on the Department link from the General screen. Click Save Changes to return to the General Information page.Choose the department where you hold academic rank as your primary department by checking the box to the left of the appropriate department. Make sure the primary option button is selected. To choose additional secondary departments with which you are affiliated, click the box to the left of each appropriate department title.

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

14. Back to Contents Setting Up SMARTS Changing Your Username The Username Change page will appear when you click Change Username from the General Information page. Enter your new username in the Enter New Username text box.Click Save Changes to return to the General Information page.

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

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

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

18. Back to Contents Setting Up SMARTS The following is an example of SMARTS output in Summary format. Click here to view the full SPIN program.

19. Back to Contents Setting Up SMARTS Clicking the full description link from within your email message will bring you to the full SPIN program as it appears in the SPIN search engine.

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

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

22. Back to Contents Since keywords of interest may fall across two or more major divisions, you can search the entire Keyword Thesaurus for a particular word(s), by entering a root word (ex. cardio) into the Search for a Particular Keyword box. Click Search. Selecting Keywords Setting Up SMARTS

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

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

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

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

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

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