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    Pivot Funding: Navigating Your Search Results

    • Product: Pivot

    Navigating Your Funding Search Results

    After you run your search, you are presented with a list of results along with some options for refining your results and taking actions for any funding opps you are interested in.  Let’s first take a closer look at how your funding search results are displayed.

    Search Results List

    Whether you conduct a quick search or an Advanced Search, your funding opps results are displayed in a variety of ways to help you best locate the funding opportunities relevant to your needs.

    After conducting your search, your results are displayed like the example below. The search results page is separated into two areas – the main search results, and on the left side of the page, the faceted search results.  The main list of results is a list of funding opportunities available based on your search query in the main viewing pane of the page. These results are initially displayed by relevancy. The faceted search results give you a view into your overall results organized by category (Recently Added, Submission Type, Top Funding Types, Top Sponsor Types, Top Applicant Type, and Top Keywords) which identifies those search results that are most heavily represented. 

    Each row represents one funding opp and displays high level information about each opp: Title, Sponsor, Deadline, and Amount. Near the top left of the main results list you’ll see the total number of results, with each page showing 25 of the opps. At the bottom right of the page you can use the page numbers, or the “next,” “previous,” and “last” options to page through your results.

    Click on the opp title to see the full opportunity.

    Pivot-Funding-Navigating-Your-Search-Results-image1.jpg 
     


    Sorting -  The default sort of your Funding Opps results is by relevancy, noted as “Relevance” in the sort dropdown menu at the top of the results list. Opps are listed from most relevant to least relevant.  Relevancy is based on the most matches to your search terms. You can modify the sort order on your results list by clicking on the sort option at the top of the results table: Opp Title, Sponsor, Deadline (soonest to latest, or latest to soonest), or Amount (highest to lowest, or lowest to highest).  Clicking any of these will rearrange your results accordingly.

    Icons - To the left of the titles of the Opps in your results list you’ll see an icon that looks like a magnifying glass  . Clicking on the icon will display the Abstract and Eligibility of that Opp. Click on the “X” in the upper right of the box to close it.

    The star icon indicates that the opportunity is already on your Active list.
    The flag icon indicates that the opportunity is already on your Tracked list.

    Search Results Actions (Track, Active, Share, Export)

     

    You can perform several actions to any or all of the funding opps in your search results list.  At the top of your results page you are able to Track the opp(s), Set the opp(s) to Active, Share the opp(s), or Export the opp(s). Note: You must first select the opp(s) on which you want to perform the action. After selecting them (by checking off the box to the left of the opp title) the options to Track, Set to Active, Share, and Export will appear.)

    • Track: To add opps to your Tracked list located on your homepage, you must first select the opps in your results list.

    If you are already tracking an opp on your Active or Tracked list, Pivot will display Active or Tracking within the full opportunity itself.

    To select one (or more) opp, just click the check box to the left of the opp title. To select all 25 on the page, you can click the check box at the top of the column of check boxes. When your desired records are selected, click the Track button at the top of the results list. You will be prompted to create a Tag for the Opp(s) you chose. Tagging is optional, but it will give you a convenient way to identify these records on your Tracked list. Click on “Create New” to add a new tag, or choose from any pre-existing tags you’ve used in the past. You can select as many as you’d like. When you’re done tagging, click the “Add” button and the light box will close. The selected Opps are now being tracked in your Tracked area on your homepage.

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

    • Set to Active: To add opps to your Active list located on your homepage, you must first select the opps in your results list.

    To select one (or more) opp, just click the check box to the left of the opp title. To select all 25 on the page, you can click the check box at the top of the column of check boxes. When your desired opps are selected, click the Set to active box at the top of the results list. You will be prompted to add a Tag for the opp(s) you chose. Tagging is optional, but it will give you a convenient way to identify these records on your Active list. Click on “Create New” to add a brand new tag, or choose from any pre-existing tags you’ve used in the past. You can select as many as you’d like. When you’re done tagging, click the “Add” button and the light box will close. The selected opps are now being tracked in your Active area on your homepage.

    • Share:  The sharing tool located on the results page acts like the sharing option available on your homepage and also from within an individual opp, but it is conveniently located on the results page so you can share funding opps of interest right away. First, select the opp(s) you want to share. To select one or more, just click the check box to the left of the opp title. To select all 25 on the page, you can click the check box at the top of the column of check boxes. When your desired opps are selected, click the Share button at the top of the results page

     
    There are two items to fill out on this page:
     

    1. Recipients:  Enter in the name of the first person with whom you’d like to share the Funding Opp(s). As you type, Pivot will attempt to find a name match at your institution. If the match appears, just click on the name. If no match appears, simply type in the email address. To add another name or email, press the Tab key and type in the new name/email address. You can also select a pre-defined group as your recipients by clicking on “Select group.”  Or you can create a new group from the names entered in the Recipients field by by clicking Save names as new group and entering a group name.
    2. Message:  Use the text box below the email fields to type in a personalized message that your recipients will see.  

     
     


    Click the box labeled Let each recipient see who else received this if you want to display for each recipient who the other recipients are.  Click the Send button at the bottom of the box and a confirmation screen will appear to let you know your opps have been shared.

    • Export:  To export a record or set of records, select the opps you want by clicking the check box to the left of the title. To select all 25 on the page, click the check box at the very top of the column of check boxes. Click the Export button at the top of the results list and a light box will appear, giving you the ability to choose the format of your export, as well as the details.

    There are three formatting options:
     

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

    Then you can select the content of your exported opps:
     

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

    Finally, you can choose to select the Include Search Strategy option (this option can only be used with the HTML and ASCII Text formats).  When it is selected, the search query you entered to get the current results will be saved or displayed along with the results themselves.  

    You can check and download records across multiple pages of results. If you want all your results downloaded, and you have more than one page of 25 results, you must perform the above Export steps for each page.  As each new page of results displays, it will grow in size, incorporating each new page of 25 results.

    Default Activity Location and Citizenship/Residency Requirements

    On the left side of the page, you may see that your search results are automatically filtered by an activity location(s) filter and/or a citizenship and residency location(s) filter.  These default settings were established by your local Pivot Research Administrator to assist in providing you with locally-relevant funding opportunities based on your geographic location.  You can remove these automatic search criteria by clicking on the “x” next to the location you wish to remove and your funding search results will reflect the change.
    You can add additional activity location and citizenship and residency locations by refining your query and selecting additional areas on the advanced search page.

    Faceted Searching

    On the left side of the Results page is the Faceted Search Results list. Within each Faceted Search category (Submission Type, Funding Types, Sponsor Types, Applicant Types, Keywords), the top 5 results are displayed in sub-categories, along with the number of records in your search results that the sub-category appears.  Sub-categories are listed in decreasing order of frequency.  An additional facet near the top shows the number of records that have been added to the Funding Opps database within the last week. 

    These opps are independent of any Alert search you’ve created. They are new to the entire database, whereas Alerts are new only to a specific search you may have set up.

    Pivot-Funding-Navigating-Your-Search-Results-image2.jpg

     

    Some advantages of Faceted Searching are:
     

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

    The number of records displayed for each sub-category may not total the same amount as your overall search results. Some records may not be included in the Top 5 sub-categories, and others may be included multiple times, based on the information in the funding opportunity record.

    Faceted Searching continually updates as you choose various facets. For example, after running your search query, click on the first sub-category within the Top Sponsor Types. Your set of results will refresh and you’ll notice that the Faceted Search boxes also change, reflecting the new numbers associated with the subset of records you have just selected. To remove a chosen sub-category, just click the “x” to the left of that sub-category.

    Saving Searches

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

    Viewing and Refining Your Search

    At the top of the search results page you will find your actual query listed, along with any filters applied to the search either through the faceted search list or your Institutional settings. Directly below that is the option to refine your query. If your search is too broad or too narrow, you can modify your search by selecting Refine Search. This will take you to the Advanced Search page where your original search criteria are still entered. You can modify these as necessary and re-run your search.

     


    • Article last edited: 24-Feb-2015
    • Old Article Number: 9992
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