Pivot User Guides

Quick Start Guide

Please see the Pivot Quick Start Guide (PDF) to recieve a high level overview of (1) creating your account, (2) logging in, and (3) additional resouces such as webinars, online support, and contact info for the Pivot help desk.

 

Search Funding Opportunities

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To search funding, choose the Funding tab (shown above) and enter a research topic or discipline in the search bar.  Users logged in with their CNetID's will have the option to immediately begin searching opportunities by sponsor, or by keyword. Initially, we recommended using broad terms to generate the most search results, and then refining those results using advanced search. 

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The advance search not only allows searching by keyword(s) within the title, abstract, or full text of the application or FOA, but also to refine those results by various factors, including deadline, award amount, eligability limits, applicant type and more. Funding Search Tips from Pivot  

Check out a Pivot advanced search sample PDF

Review and Update your Profile 

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To search researcher profiles, choose the Profile tab (shown above) and look up UChicago researchers by division and department. Profiles are a way for researchers to match an updating array of funding opportunities to their area of expertise. Faculty members at the University of Chicago may have an existing user profile in the Pivot database. The profile will include UChicago department and directory information as well as publicly available information, such as degrees and publications. Pivot uses this information to tailor specific funding opportunities to individual researchers and faculty.

If you have an existing researcher profile, you will be prompted to “claim” that profile upon your initial login to Pivot. However, it is not required to claim or maintain a user profile on Pivot in order to search for funding.

Researcher profiles are visible, and searchable by department, to other users on Pivot. This allows administrators to find promising opportunities for faculty within their departments, and also to help find groups for collaboration across the university. 

Immediately, users will notice Pivot has matched funding opportunities to their profile. The more information a user enters on their profile, the more relevant his or her funding matches will be. 

Once you have claimed your profile, you'll see a link to your name at the top, right-hand corner of the Pivot homepage. Click your name to access the profile page. Once on your profile page, choose “edit profile” to review and update your personal CV/biography. HOW TO: creating your profile from Pivot

Check out a Pivot researcher profile sample PDF.

Save Searches

The easiest way to make Pivot start working for you is to save a search. If you use the simple text search or advanced search, you’ll see the option to “save” your search with your results. Once you click save search, Pivot will prompt you to name your search, and it will be available to return to on your home page. HOW TO: saved searches from Pivot

Track Opportunities

Within the search itself, Pivot gives users multiple options to organize and flag opportunities. Tracking an opportunity will cue the system to send out an email alert or notification each time an opportunity is updated by the sponsor. Check the box next to any opportunity in your search results, then choose “Track” from the list of buttons above. Tacked searches will appear with saved searches on your home page. HOW TO: tracking opportunities from Pivot

Curate Lists

Another way Pivot allows users to find and group the most relevant opportunities is the curated list. Rather than a saved search, which gathers all possible opportunities defined by the search, the curated list includes only opportunities selected by the user. So, rather than a broad assortment of search results, the curated list includes only the opportunities that are absolutely relevant, and have been viewed and vetted by a faculty member or department staff. HOW TO: curated lists from Pivot

Share Opportunities

Pivot not only allows users to find opportunities for themselves, but also to share them with individuals or groups by email, or within Pivot itself. Each opportunity listing includes the option to share via email and to track it on behalf of specific researcher.

One way Pivot can be used to benefit UChicago’s research community is to have administrators or department officials save successful searches, then send out vetted, relevant lists of opportunities to faculty and students on a regular basis. HOW TO: sharing opportunities from Pivot

All Pivot users can search opportunities, create lists, and send matches to UChicago faculty and students -no administrative access needed. 


BSD Faculty Member?

IMPORTANT NOTE: There are two (2) Researcher Profile systems on campus for BSD Faculty. It is important to update both profiles to ensure your information is accurate.

  • Pivot Profiles – assist in locating specific funding opportunity announcements (FOAs) that are of interest to you, based on your areas of interest and expertise.

Pivot Profile Guide: URA Guide to Account Set-up & Profile Creation (PDF)

  • BSD Profiles – assist in connecting you with fellow scientists and potential collaborators around the world. Quickly find researchers with specific areas of expertise, build professional networks, search electronic CVs, publications, and more.

BSD Profile Guide: ITM Guide to Profiles Research Networking Software (PDF)