Preferences, filters can help target searches in SPIN

Screen shot of SPIN search results.

Since August, Miami University has subscribed to InfoEd’s SPIN Global Suite, a database of sponsored funding opportunities. This is the fourth in a series of posts (the others are here, here, and here) designed to help Miami University faculty, staff, and students learn to use SPIN to find potential sources of funding for their research, scholarly, and creative projects.

The basics

You do not need a profile to conduct searches or to set preferences and filters in SPIN. However, if you want to save your preferences/filters so that they are active when you access SPIN in the future, you will need a profile and you will need to login to SPIN each time you use it. For more about accessing SPIN and creating a profile, read this post.

Setting preferences and filters

Setting preferences and filters in SPIN helps target results to weed out opportunities that may not be relevant to your situation. For instance, if you are a faculty member, you could set your preferences to exclude opportunities for which only students are eligible to apply.

One preference we recommend most users change from the default is whether SPIN displays opportunities that may already be closed. By default, SPIN does not display these opportunities. That means that if a program has a deadline of March 1 and it is now March 15, SPIN will not display that program in its list of search results. However, it can be useful for researchers to be aware of these opportunities as they plan their future submissions, so we recommend changing preferences to include these opportunities. Instructions for making this change are outlined below and may serve as a model for making other adjustments to preferences so that search results are as relevant as possible.

To change the default “Closed Opportunities” preference:

  • Hover over Preferences in the black menu bar.
  • Select the preference you would like to adjust, in this case Closed Opportunities.
  • In the resulting pop-up window, use the options button to change the “Closed Opportunities” field  from “Exclude” to Include.
  • Click the Save and Exit button.

Screenshot of SPIN preferences with "Search Options" pop-up window. Visible text: Menu bar: Search. Preferences. Saved Searches. Funding Alerts. Bookmarks. Help. Search Screen: Clear. Locate Funding. You have no additional filters active. Click here to edit them. Pop-up window: SPIN Search Options. Limit Search to Newly Created Programs (in days) 7. Limit Search to Recently Updated Programs (in days) 7. Use Search Text Synonyms. Include US Federal Opportunities. Include Limited Submission Opportunities. Drop-down menu: Exclude. Include. Exclude. Only. Include opportunities that may no longer be available. Dollars. Select Currency Display*. . . . sion rates provided by Terms of Use. Save and Exit. Exit.

Once you have set a preference, you’ll see this text under the search box in any type of search: “You have additional filters active. Click here to edit them.”  To edit multiple preferences at once:

  • Click on Click here to edit them.
  • On the “Current Settings” page, click on the Edit button in the top right corner of the group of preferences you want to adjust. (To remove all preferences/filters and start over with SPIN’s default settings, click Reset Filters on this page.)
  • In the resulting pop-up window, adjust your settings. Note that there are multiple tabs across the top: “Applicant Location,” “Applicant Type,” “Project Type,” “Project Location,” “Citizenship,” and “Sponsor Type.” You will select your preferences the same way you did in the keyword search – by dragging and dropping them from the left, options box into the right, “Chosen” box. (You can also select options and use the arrow button in the middle to move them to the “Chosen” box.)
  • Once you have your preferences adjusted, click the Save and Exit button in the lower right of the pop-up window.

Screenshot of SPIN filters screen with "SPIN Category Filters" pop-up window. Visible text: Miami University. SPIN. World's Largest Database of Sponsored Funding Opportunities. Miami University. Sign In. Menu bar: Search. Preferences. Saved Searches. Funding Alerts. Bookmarks. Help. Current Settings: Anonymous User. Back to Previous Page. Reset Filters. Category Filters. Applicant Location: Edit. Pop-up window: SPIN Category Filters. Tabs: Applicant Location. Applicant Type. Project Type. Project Location. Citizenship. Sponsor Type. This will ensure that you only receive opportunities available to applicants based in your location. If nothing is selected, the system will not filter on this field. Select. Applicant Locations. Expand. Collapse. Applicant Locations Box: Africa, Americas, Antarctic, Asia, Europe, Oceania. Chose Applicant Locations. Expand. Collapse. Help. Save and Exit. Exit.

More help

If you need more help working with preferences and filters, watch this training video.  (More training videos can be found in SPIN by hovering over Help in the menu bar and selecting Training Videos.)

Filter photo by Lindsey Turner via Flickr, used under Creative Commons license


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