The OU VPR, CRPDE, and OU Libraries provides Community of Science (COS) Pivot to assist faculty members in discovering funding opportunities and supporting collaboration in research development. Pivot is a comprehensive database that can be personalized for accurate and automated searches, or sharing opportunities within groups. Using the personalized Pivot profiles, faculty can identify other researchers with similar research interests.


If this is your first time to use Pivot, you should access Pivot from an on-campus computer. Once a profile has been created, Pivot can be use off-campus.


To get started, follow the tabbed sections below:

  • Basic Pivot provides guidance in quick searches, a direct key term search bar and some search tips.
  • Accounts and Profiles outlines steps needed to claim and edit your University of Oklahoma user profile.
  • The Advisor, Advanced Pivot Searching and Saving Searches provides information about Pivot's Advisor function and details in creating a customized search query.

CRPDE can assist you and your group or department with Pivot training. Contact us for information.

 

Basic searching in Pivot is most effective used with specific search options:

  • Phrases (2 or more adjacent search terms) should be enclosed in quotations.
  • Bolean searches using AND or OR are permitted.
  • Proximity searches terms close to each other, but not in a phrase (e.g., Childhood w/2 Obesity will search for the terms Childhood and Obesity within two words of each term).
  • Truncated searches for similar terms (e.g., Child* will bring up terms that include Children, Childhood, etc.)

To start searching, go to the Pivot website: http://pivot.cos.com, or enter your search term directly here:

Some basic search tips:

  • Some opportunities are disciplinary, rather than topic, specific. Consider broadening your search to include disciplines or fields that might support your research topic.
  • Searches are not case-sensitive
  • Avoid punctuation marks and the articles a, an, or the.
  • COS Pivot provides a short (1:33) Youtube video on basic searches.
  • See more search tips by clicking here.

Why sign up?

  • Access Pivot from off-campus,
  • Track and save your funding opportunities,
  • Receive automated notifications about funding opportunities and changes,
  • Find collaborators.

How to sign up.

Click here (or on the "Sign up" link in the top right-hand corner of the Pivot website). You must use your @ou.edu email address and "University of Oklahoma" as the Affiliated Member Institution when creating your account. You should receive an email confirmation once your account has been approved.

 

Why claim my profile?

  • Allows potential collaborators to find you,
  • Lets you check the accuracy of your profile for more accurate funding suggestions.

How to claim a profile.

After logging in, click on your name in the upper right-hand corner to access the profile menu. If you haven't claimed your profile, "Claim Profile" will appear as a menu option. A web page will open and should provide you with profile options. If you are new to OU, a profile may have been found at another institution; look for matches under "Outside Institutions" in the left column of the Pivot profile page.

 

Why update my profile?

  • Lets you keep your profile information up-to-date,
  • Helps Pivot's Advisor (see last tab) suggest opportunities that may be of interest to you.

How to update a profile.

After logging in, click on your name in the upper right-hand corner to access the profile menu. Click on "Your Profile" to view your profile, then click on "Update your profile" in the upper right-hand corner of your profile. Click the "Edit" button in the upper right-hand corner to begin editing the individual sections. Click the "Done" button in the upper right-hand corner when you are finished. You can then close the profile page and return to Pivot.

 

The more detailed and informative your profile, the better opportunity matches the Advisor will be able to suggest.

 

 Need more help?

What's the Advisor?


The Pivot Advisor automatically creates a curated list for your profile. The results are dependent on your profile, so the more up-to-date and accurate your profile, the better you opportunity suggestions. Log in, click on the Pivot home page button in the upper right hand corner, and click on "Advisor" in the left hand column.


Why do advanced Pivot searches?

 

Pivot maintains thousands of funding opportunities, Advanced Search can

  • Narrow results to fit your specialization and demographic,
  • Allow you to save searches for quick review,
  • Email new or updated opportunities weekly.

Note: CRPDE has already defaulted Pivot's activity location and citizenship to the United States or Unrestricted.


Getting started with Advanced Search

  • Under the Basic Search query in the Funding page, click on "Advanced Search"
  • The first half of the Advanced Search page covers criteria to include in the search. The lower half (greyed out) covers criteria to exclude.
  • Tips:
    • Funding Type narrows how the funding will be used (e.g., research, equipment, travel)
    • Keyword can narrow by discipline or specialization
    • Requirements can narrow by demographic (e.g., academic institution, degree, minority status)
  • Once you have returned the intial results, results can be further filtered by selecting items in the left column.

 

Marking opportunities: Active vs Tracked

 

Mark search results currently pursuing as Active. Mark opportunities to investigate later as Tracked. In both cases, you can access the list at any time, or have Pivot email you with updates. By default, Pivot will send you email alerts of opportunities in your Active and Tracked lists; you can change this for individual opportunities (click on Options next to the listed opportunity) or for all opportunities (in your profile settings).

 

Sharing opportunities and collaborating

 

Have a colleague or colleagues you'd like to share the opportunity with? You can Share the opportunity (or several opportunities) with colleagues. They'll get an email notifying them and you'll get a confirmation email.

 

Need more help?

 

These are search tips provided by COS Pivot:

 

  • If you are unsure what field to search in, use the All Fields (Quick Search) search box. This will search for the terms you enter across all text fields in each record.
  • Many grant sponsors do not mention specific kinds of research they will fund. Instead they state broader disciplines within which they will consider applications. Some research topics may not get any results in searching, but that does not necessarily mean there are no grants for which the project may be eligible. If this happens, try searching for grants in the broader field(s) within which your project falls. For example, a project to study zebra mussels may be eligible under a grant looking to fund projects in the broader fields of Biological Sciences, Marine Biology, or Environmental Biology, etc.
  • To search by Opp ID use the All Fields box or the Quick Search.
  • Keywords 'Explode' function: Use this to expand your Keyword search. For example, if you are searching on the Keyword 'Education' and Explode it, the system will automatically search for all the more specific 'educational' terms under it in the Keyword hierarchy, such as 'Higher Education', 'Literacy', etc. For more details, see the Keyword section.
  • To select multiple terms from any pick list (e.g. Sponsor Type, Citizenship, etc.), click the check box to the left of each term.
  • Use Truncation (Asterisk), Proximity Operators (pre/#, w/#), Exact Phrase Searching (Double Quotes), and Precedence (Parentheses) to give your search more flexibility.
    • Example: (gene w/2 mouse) or "mouse genome" -- searches for the word "gene" within 2 words of "mouse" or for the exact phrase "mouse genome."
  • Searches are case insensitive. Using either upper or lower case letters will yield the same result set.
  • With the exception of the hyphen, do not use punctuation marks (slashes, commas, etc.). Punctuation marks in most cases will retrieve erroneous results. This also applies to the Amount Field. For monetary amounts, leave out any commas or periods. E.g.: $10,000 = 10000.
  • Do not use the articles a, an, or the. The search engine does not search for these.