Any UVM faculty, staff or student may establish a Pivot Account. A Pivot account allows the user to search, track and share funding opportunities and to search the Expertise database for collaborators.  UVM faculty and researchers, in addition will have profiles in the system which they may update once they have established a Pivot account, know their login and can then access this profile to update it.

If you have never created a user account for Pivot follow these instructions:

1. Open a web browser and go to the Pivot homepage and Login to Pivot
2. Click “Create an account” and choose “Use Email Address/Create Password”
3. Fill out all fields in the following screen.
4. You must use your UVM email address. It becomes your Pivot username.
5. Provide a password.
6. Click “Create my account” button.
7. Go to your email account, open the confirming email and click the “Confirm” link.
8. If you have questions or encountered problems while registering, please contact Jeralyn.Haraldsen@uvm.edu

Pivot is an online resource which combines a funding database with a database of scholar profiles.

• Pivot leverages the power of a comprehensive global source of sponsored funding opportunities, coupled with scholarly profiles to connect researchers to financial partners and collaborators.

• Pivot is a dynamic searchable database for discovering global funding opportunities and potential collaborators all in one place, across all disciplines and covering all funding types.

• Pivot identifies funding for research, collaborative activities, travel, curriculum development, conferences, fellowships, post-doctoral positions, equipment acquisition, and operating or capital expenses, among others.

• Pivot is updated daily and can be searched by a host of criteria including, sponsor, amount, dead line, eligibility of applicant, funding type, and area of interest.

• Sources of this information include

• federal and regional governments
• foundations
• professional societies
• associations
• corporations

• Pivot Saved Searches can also function as automated alerts to keep the user current with new and updated information

Advanced Search page

• To search for funding opportunities, Log into Pivot and Click on Advanced Search (at the top of the page in small letters on the right side and underneath of the big heading SEARCH FOR FUNDING)
• The screen is split into two sections.
• The top half is for selecting search criteria you want to include.
• The bottom half is for any selecting criteria you would like to exclude from the search.
• You can make choices in either or both but I recommend that you only use the top section for including terms.  It’s too easy to inadvertently exclude something that might be of interest.

The All Fields text boxes

These may be used to search the Abstract, Title or Sponsor fields with a word or phrase of free text.

Keywords

• To make keyword selections click on the Keyword category and then select "browse".
• To open major subject categories and see the narrower topics, select the plus sign [+].
• By selecting the plus sign you open a category that leads to more keywords.
• Select the term and it will be added to your search query.
• The action of being added to the search query takes a few seconds after clicking on the term, so pause to see the screen "blink" before selecting the next term.
• You may select terms out of more than one major subject category.
• If you can't find a particular word, use the free "search" text box to search for it.
• If it's in the hierarchy it will show you where and you will be able to select it.
• Once you have made all your selections, close the Keyword browser box.
• If you decide you wish to delete a particular term you may do this by unchecking the box next to the keyword you wish to delete.
• Lastly, you will want to uncheck the "Explode" box which would automatically include any keywords listed in the hierarchy underneath your chosen keywords.

To receive automated alerts with targeted opportunities simply follow the instructions above to create an Advanced Search using relevant criteria, run the search and then save it. When you save it you may select to have it "alert" you automatically with new and updated opportunities. In order to turn on and off your alerts, go to the PIvot Homepage under My Funding Opportunities and the Saved Searches link. This will give you access to all your saved searches and allow you to manipulate them as desired.

Use Pivot to find potential collaborators at UVM or outside of UVM. UVM academic webpages have been harvested into a Pivot Profile for each faculty member to provide a current searchable database of Scholar Pivot Profiles. Pivot Profiles are searchable by internal or external institution, by free text searching on various fields of information and by geographic location. For simple clear instructions on using the Pivot Profile tool use the Pivot You-Tube Channel to get a quick ten minute overview via 5 short video clips.
Pivot You-Tube Channel for help.

Claiming Your Profile

• All scholars at UVM should have a profiles in Pivot, and will want to connect that profile to their account, or “claim" their profile.
• People who do not conduct scholarly research or produce scholarly works (most staff and students) do not have profiles.
• Claiming a scholar's profile allows the scholar to see the Advisor link on his/her home page for funding suggestions and also allows the scholar to update his/her profile.
• When logging in, if a scholar's name in the upper right is hyperlinked, their profile has already been claimed and it may be updated.
• If the name is not hyperlinked and there is an option to “Claim Profile” it has not been claimed and the following steps should be taken:

• Click hyperlinked “Claim Profile” to search for your profile
• Click on the “This is me” button if you see your profile listed
• Pivot will display the email address that is on file for your profile. If the email displayed is still valid, you simply select it. If you no longer have access to the email address, there is an option to notify Pivot of this change and you will fill out a form requesting “Manual Verification” which will be reviewed and validated. You will be able to complete information about your current affiliation including Institution, School, Department and contact information.

Updating Your Profile

• Scholars who need pertinent information added to or changed in their profiles, can make certain updates or additions on their own.
• Keeping profiles up-to-date enhances the quality of matches made by the Pivot Advisor.
• You can upload certain types of files that Pivot will index and make searchable.
• Updates now take effect immediately.

1. Navigate to your claimed profile by clicking on your name in the upper right of the homepage screen.
2. Click on the “Your Profile” link in the upper right area of your profile page
3. Click "Edit Profile" and it will open up a new browser screen with your profile in edit mode
4. Click "Edit" to open up the sections of your profile you wish to edit

     Fields you can update include:

• Links (Upload a CV or publications list in .pdf, .doc., or .txt format. Documents submitted to your profile are indexed and searchable as are webpages)
• ORCID number
• ISNI number
• Expertise
• Affiliations (past and present)
• Education
• Keywords
• Languages
• Associations
• Honors
• Publications
• Grants
• Patents

5. After completing your updates, click "Done" at the top of the screen and then close the screen. You will be directed to your previous Pivot screen.