Saved Searches

Last Updated: Mar 21, 2013 06:15AM PDT
In addition to tracking individual funding opps, Pivot allows you to save your search queries. Saving a search query saves you time as we automatically provide weekly funding alerts that identify any newly added or updated opps that match your query. There is no need to continually enter and run the same search over and over.

You can also share your search query with collaborators (the search results will only be accessible if your collaborators have a Pivot account).

The Saved Searches link to the left of the page indicates the number of searches you have saved. Clicking on the link will take you to your full list of saved searches. Your saved search summary on your homepage displays:
 
  • A list of your saved searches with each search title listed as a hyperlink
  • The number of new funding opps that match your search query
  • The number of your new funding opps that are limited submissions
  • An options link that will allow you to take several actions with your saved searches

Saved Searches are automatically run weekly and the number of opps is updated based on the latest weekly search run. These Saved Search runs are known as Funding Alerts. Funding Alerts are currently run on Sunday (Eastern Time).

When you first save a search query, you will not have any results, so your new results will reflect 0 (zero) opps.

Saved Search Details

Your saved searches are displayed in alphabetical order. Your weekly funding alert summary is displayed. This summary includes:
 
  • New Results – How many new or updated opportunities matched your search criteria in the past week
  • Limited submission opps – total number of funding opps in your weekly alert that are identified as limited submission

Funding Alerts are automatically run weekly on all saved searches (regardless of whether you have opted for a weekly email).

For information on how to save a search query, see the Help files on Funding in the Support area of your homepage.

You can perform several tasks from the Saved Searches page:
 
  • View all results or new results for a saved search
  • Share your search
  • Edit your search
  • Add tags to your search
  • View archived search results
  • Turn your weekly Alert email on or off (alerts are always run even if you do not select the email option)
  • Delete your search

Viewing Saved Search Results

Pivot users have the ability to run their saved search at any time. When you run your search, you will be presented with a full set of search results which may be different from the original set of results you viewed, depending on whether any new or updated opportunities were added.

To run a saved search:
 
  1. Locate your saved search query in the Saved Searches area of your homepage
  2. Click the hyperlinked name of your saved search
  3. By default you will see the results from the most recent funding alert. To see all of the results for your saved search, click on the All radio button
  4. For either set of results use the facets on the left side of the page to narrow down your results or click the Sort option to resort the list
  5. Click the hyperlinked record title to see the full record.

You can then track, tag or make active any of the search results. You can also share individual records and export your results.

Sharing a saved search

You can share your search query with other Pivot users. It’s as simple as sending an email. The unique URL for your saved search is included. This is also a great way to post a saved search on a web-page for other Pivot users to access. Each time the unique search URL is clicked on, the most up-to-date search results are presented that match your search query.

To share a saved search:
 
  1. Locate your saved search query in the Saved Searches area of your homepage
  2. Click Options for your saved search and select Share
  3. Enter the email addresses of those whom you want to share your search with or choose to send it to one of your saved groups
  4. Enter a message to accompany the saved search URL
  5. Click Send

Editing a Saved Search

You may find that your saved search is not getting the results you would like – maybe too many matches or too few. Instead of creating a new search query, you can simply edit your saved search.

To edit a saved search:
 
  1. Locate your saved search query in the Saved Searches area of your homepage
  2. Click Options for your saved search and select Edit
  3. You are brought to the Advanced Search page where your existing search strategy is displayed in the appropriate search fields
  4. Make your modifications to your search query and click Search to run the new query
  5. From your new search results, click Save Search. Your original saved search name will be displayed. You can modify the name and alert options if desired
  6. Click Save when finished.

Tagging Saved Searches

You can add tags to any of your saved searches to organize them. You will be able to filter your searches using your tags from your saved searches page.

To add tags to a saved search:
 
  1. Locate your saved search query in the Saved Searches area of your homepage
  2. Click Options for your saved search and select Add Tags
  3. To create a new tag, click + create new. Enter the name of the tag and click Create. Your tag will be added to the search
  4. To use an existing tag, enter the tag and Pivot will search for it; or mark it from the list of displayed tags. Note: Tags used for Saved Searches are completely separate from tags used for active and tracked opps
  5. Click Apply to add the tag.

To remove tags for a saved search:
 
  1. Locate your saved search query in the Saved Searches area of your homepage
  2. Click Options for your saved search and select Edit Tags
  3. The list of tags will be displayed. Deselect the boxes for the tags you wish to remove

Viewing Saved Search Archives

Pivot maintains archives of your funding alert results. These archives show you the previous three weeks' results.

To view the archives:
 
  1. Locate your saved search query in the Saved Searches area of your homepage
  2. Click Options for your saved search and select View archived results
  3. You will be taken to the previous week’s alert archives. The funding opps that matched your saved search are displayed by relevance, along with the amount and upcoming deadline. Click on the opp title to see the full opportunity. You can also click on the abstract icon to view the abstract and eligibility information
  4. To view older results click on the date under View results for the week of on the left side of the page
 
Email Notifications

Saved searches will be run against the funding database weekly to look for new or updated funding opportunities that match your saved search criteria. When you save your search you can choose whether or not to receive a weekly e-mail with new or updated results about your saved search. You can manage your email notifications from your home page. If you see an envelope in the email notification column you will receive a funding alert e-mail on Sunday.

To turn e-mail on/off:
 
  1. Locate your saved search query in the Saved Searches area of your homepage
  2. Click Options for your saved search and select Alert email on (or Alert email off)
  3. Depending on your selection the e-mail icon will appear or disappear from your Email alert column

To delete a saved search:
  1. Locate your saved search query in the Searches area of your homepage
  2. Click the Delete link for your saved search
  3. Confirm the deletion by clicking the Yes button

Your saved search query and any alerting options previously established are removed and disabled.

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