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Getting Started with Pivot

Pivot has replaced SPIN as the University's funding opportunity and collaborator search engine. 

Pivot is the newest version of Community of Science, a more comprehensive data base than SPIN that includes access to over 3 million collaborator profiles. It allows users to search for a funding opportunity and instantly view matching faculty from inside or outside UMass Dartmouth. Conversely, a search for a scholar will link to matching funding opportunities.  Like SPIN it allows PIs to set up an account and customize, save and share searches.

 Pivot is a web-based subscription service, limited to University faculty, students and staff. Users must be logged into UMDAR either through University network or VPN to access Pivot. 

 You can use Pivot to search without setting up an account, but the best/quickest results will be obtained if you take a few minutes to set up an account.

  •   Go to Pivot (pivot.cos.com). 

To set up an account

  • Go to Login in upper right.  Clear the username and password fields.
  • Click Login and it should bring you to a screen that has an option to register a new account.

Profiles

  • Click on Profile tab.
  • Click search for profile within institution.
  • Most faculty members should find their profile based on a UMass webpage.  Click on the profile to open.  If you don't find your profile, try searching without middle initial or first name. In the upper right you can "Claim Profile" which will link it to your account and let you update your profile as needed.  Check the suggested funding opportunities at the bottom of your profile.

Funding Opportunities

Click on Funding tab

  1. Use the quick search or the advanced search to refine.
  2. You can search within your searches to narrow.\
  3. You can use the categories in the left sidebar to quickly narrow searches.
  4. You can save your searches.
  5. If you find an opportunity that interests you, you can make it active (you'd like to apply for it) or track (you are thinking about it for the future).  You can file these in folders that you create. 
  6. You will always see the most recent version of an RFP.  Pivot saves the effort of downloading or saving RFP links and keeps them up to date for you through the links in your folders.
  7. You can share an opportunity via e-mail with collaborators. They don't need to be Pivot users. The e-mail you send through Pivot will allow access for two weeks.

Search for Collaborators

  1. Click on the Profiles tab
  2. Search outside of your institution.
  3. Use the quick search or the advanced search to refine.
  4. You can search within your searches to narrow.

 Pivot orientation webinars: Are offered three times each month.

The hour-long webinar covers how to:

  • Navigate Pivot
  • Search Pivot Funding via Quick Search and Advanced Search; make a Pivot Funding Opportunity active; track an opportunity; share it with others; save a search strategy; tag active and tracked records
  • Search Profiles via Quick Search and Advanced Search
  • Pivot Advisor; intelligent mapping of Profiles to Funding
  • Claim a Profile; edit and enrich a profile

 

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