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SMARTS/GENIUS
Overview
What is GENIUS?
• Global Expertise Network for Industry, University, and Scholars
(GENIUS) is a global WWW network and database of scientific
and scholarly expertise containing profiles entered and
maintained by scholars and researchers at leading universities
and research institutions throughout the world.
• GENIUS provides a searchable resource for locating academic
investigators/research partners for potential collaborations.
• Search profiles based on Keywords, Research Interests,
Institution, State, and/or Country. You can also perform free-text
searches on full profiles.
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Accessing
GENIUS
Back to Contents
ToGENIUS
access SMARTS/GENIUS,
go to http://www.infoed.org.
Click
Search.
Click Access Info.Office.
Accessing
SMARTS/GENIUS
Back to Contents
Back to Contents
Creating a
GENIUS Profile
Back to Contents
Creating a GENIUS
Profile
Registering for GENIUS
The
You
An
alphabetical
must
New
Profile
create
list
aRegistration
GENIUS
ofProfile
institutions
profile
page
will
to will
appear.
receive
appear.
SMARTS
Highlight
You will
your
matches
beinstitution
required
and/or
to
and
to store
Click
Create
a New
from
the
SMARTS/GENIUS
Search
main
page
to
When
complete,
click
Submit.
your
click
enter
Select.
Curriculum
your
first
and
Vitae.
last
name,
email
address,
department
affiliation,
and
create a GENIUS profile.
username and password.
It is extremely important that
your email address is
present and accurate to
ensure proper notification of
funding opportunities.
Creating a GENIUS
Profile
Account
Status
indicates
whether
a
profile
has
been
validated
or
is
The
General
Biographical
and
Keywords
Sketch
Template
categories
enables
need
to
you
be
to
completed
customize
This
The
Full
iscategories
theProfile
name
View
of
the
used
will
investigator/faculty
display
tailorall
search
of theresults
member
for
and
more
thein order
These
are
to
store
Curriculum
Vitae
within
pending
validation.
Amatches
profile
must
bestore
validated
by your
Module
and
to receive
generate
SMARTS
the
official
NIH
398
orentered
to
forms
from
yourdata
Curriculum
stored
your
targeted
institution
categories/information
SMARTS
with
which
matches.
they
you
are
have
affiliated.
into
your
profile.inVitae.
GENIUS.
Administrator
in order
toPage
receive
SMARTS
matches.
The Profile
Summary
appear.
GENIUS
profile.
You can
alsowill
export
your full
CV into Word,
modify the information, and use it outside of InfoEd’s system.
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Investigator
Name/Institution Name
Profile Summary Page
Full Profile View
Account Status
Categories Required
for GENIUS and
SMARTS
Biographical Sketch
Template
Categories Used
in SMARTS
Matching
Categories
Used in
GENIUS
Back to Contents
Back to Contents
Setting Up
SMARTS
Back to Contents
Setting Up SMARTS
Categories Required for SMARTS
The
In order
General
to receive
Information
SMARTS
pagematches,
stores allyou
ofPage.
the
need
investigator’s
to fill out the
Click
General
the Profile
Summary
Required
fieldsfrom
are Name,
Department,
Email,
and Citizenship.
contact/institution
General and Keywords
information.
categories.
Click Department for
instructions on
selecting your primary
department.
Under Private Profile,
select Yes to prevent your
profile from being
searchable within the
GENIUS database. Select
No if you would like your
profile information to be
visible to investigators at
your institution or globally.
To move from one field to
the next, use the TAB key
on your keyboard or the
mouse.
Back to Contents
Setting Up SMARTS
Selecting Departments
Choose
AClick
list ofSave
the
all of
department
Changes
the departments
towhere
returnyou
within
to the
hold
your
General
academic
institution
Information
rank
willas
appear
your
page.
primary
when you click on the
department
Department
bylink
checking
from the
theGeneral
box to the
screen.
left of the appropriate department. Make
sure the primary option button is selected.
To choose additional secondary
departments with which you are
affiliated, click the box to the left of
each appropriate department title.
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Setting Up SMARTS
Categories Required for SMARTS
Click Change Username for
instructions on changing your
username.
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Setting Up SMARTS
Changing Your Username
The Username Change page will appear when you click Change Username
from the General Information page.
Enter Save
Click
your new
Changes
username
to return
in the
to Enter
the General
New Username
Information
textpage.
box.
Back to Contents
Setting Up SMARTS
Categories Required for SMARTS
Question
Question
Question5
321allows
4
allows
allowsyou
you
youtototospecify
specify
specifythe
how
whether
whether
whether
format
you you
would
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you
in only
which
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would
like
want
to
you
like
like
receive
towould
toprospective
receive
receive
your
like to
After
you
have
entered
your
General
information,
there
are
five
SMARTS
receive
SMARTS
partners/collaborators,
your
matches
output
matches.
SMARTS
of (in
programs
To
aoutput
single
receive
who find
from
(Full
email
SMARTS
you
U.S.
Program
message
in sponsors
GENIUS
matches,
or or
Summary
one
only.
searches,
make
“hit”Format).
per
sure
toe-mail.
contact
thequestions
Yesyou
at
the
bottom
of
the
General
Information
page
that
need
to
be
answered
in
option
directly
button
or make
is selected.
initial contact with your institutional contact.
order to receive SMARTS e-mail notifications.
Question 1
Question 2
Click here to view a
sample of SMARTS
output in4Full
Question
Program format.
Question 3
Question 5
Back to Contents
Setting Up SMARTS
Click the Web Site URL to link to the program application
guidelines.
Program
URL
will link you
to the
The
followingThe
is an
example
of SMARTS
output
in full
Full Program
program announcement.
format.
Back to Contents
Setting Up SMARTS
Categories Required for SMARTS
Click here to view a
sample of SMARTS
output in Summary
format.
Back to Contents
Setting Up SMARTS
The following is an example of SMARTS output in Summary
format.
Click here to view the full
SPIN program.
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Setting Up SMARTS
Clicking the full description link from within your email message will
bring you to the full SPIN program as it appears in the SPIN search
engine.
Back to Contents
Setting Up SMARTS
Categories Required for SMARTS
Click
from the Profile
Summary
Page. page, you
Once Keywords
you have completed
the General
Information
need to fill out Keywords based on your areas of interest. The
keywords you select will be used in SMARTS matching.
Back to Contents
Setting Up SMARTS
Selecting Keywords
The Keywords screen appears. Keywords are broken into 12 major divisions. You
can select keywords in four different ways:
• Choose an entire division
Alphabetical
• Chooseby
specific
of keywords
major topic
Entire Division
Listing
from
an
for akeywords
very broad
search.
of Keywords
alphabetical listing of the
• Choose specific
Keyword Thesaurus.
keywords within a major
topic area.
• Search for particular
keywords via the Search
for a Particular Keyword
box.
Click to view an example of how
to search using the Search for a
Particular Keyword box.
Specific
Keywords
Within a Major
Topic Area
Search for a
Particular
Keyword box
Back to Contents
Setting Up SMARTS
Selecting Keywords
Since keywords of interest may fall across two or more major divisions, you can
search the entire Keyword Thesaurus for a particular word(s), by entering a root word
(ex. cardio) into the Search for a Particular Keyword box. Click Search.
Back to Contents
Setting Up SMARTS
Selecting Keywords
Keywords containing the root word “cardio” will be returned. Highlight keywords from
the resulting list and click Select/Save Changes to save keywords.
Back to Contents
Setting Up SMARTS
Selecting Keywords
Keywords that appear
in all caps on the list
indicate general
keywords. Selecting
these keywords will
To
select the
multiple
increase
number of
keywords
from
theyou
list,
general programs
hold
down
the Control
receive
as SMARTS
OR
Logic
is
key
(or Command key
matches.
Once
you
have
automatically
imposed
on
a Mac)
while
selected
keywords,
on selected
keywords.
clicking
the mouse.
click Select/Save
Click
Return
to return
Changes
to save
to
the Profile Summary
keywords.
Page.
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Setting Up SMARTS
Selecting Keywords
You can choose to receive Exact Matches or Hierarchical
Matches on keywords.
Back to Contents
Setting Up SMARTS
Selecting Keywords
Exact Matching
HEALTH AND SAFETY/MEDICAL
SCIENCES/BIOMEDICAL
Hierarchical Matching
HEALTH AND SAFETY/MEDICAL
SCIENCES/BIOMEDICAL
• Anatomical Systems/Sites
• Bone Marrow
• Cardiovascular System
• Disease Entities/Medical Problems,
Behavior
• Asthma
• Lung Cancer
Hierarchical Matches: If you chose the same keyword in combination with
Exact
Matching:
In theyou
example
above, ifSMARTS
you chose
the keyword
HEALTH
Hierarchical
Matches,
would receive
matches
of SPIN
AND
SAFETY/MEDICAL
SCIENCES/BIOMEDICAL
combination
with Exact
programs
that contain that
exact keyword, plus SPINinprograms
containing
Matches,
you would
receive
SMARTSunder
matches
of SPIN
programs
that contain
any keywords
that fall
hierarchically
HEALTH
AND
SAFETY/MEDICAL
that
exact keyword.
SCIENCES/BIOMEDICAL,
such as Anatomical System/Sites, Bone Marrow,
Cardiovascular System, etc.
Back to Contents
Setting Up SMARTS
Deleting Keywords
To delete
Once
you existing
select keywords,
keywords,they
select
willthe
appear
check
atboxes
the bottom
next to
of the
the keywords
Keywords
you
screen.like to delete and click Delete Checked Keywords.
would
Back to Contents
Setting Up SMARTS
Categories Required for SMARTS
Select Award Types if you are looking for a particular
Sponsor
Types
describe
the
type
of
organization
Locations
Geographical
To
Once
exclude
youTenable
select
programs
Restrictions
keywords
allows
for
which
you
based
should
toyou
specify
on
be
are
your
used
not
where
areas
eligible,
to restrict
you
ofwould
select
interest, you
funding
mechanism
(ex.
research
grants
only)
to
exclude
administering
the
grant/award
(ex.(ex.
federal,
foundation,
etc.)
like
programs
Applicant
have
to
gothe
tobased
option
carry
Typeson
out
ofthat
where
selecting
the
describe
award.
you
additional
are
you
Include
criteria
Any/No
faculty
Choose
inmember,
Restrictions
theyour
categories
funding
mechanisms
you
are
notlocated.
interested
in
(ex.
tostate
researcher/investigator,
include
under
and
Used
programs
region
ininternships,
in
SMARTS
combination
that do
graduate
matching
not
specify
with
student,
No
tolocation
RESTRICTIONS.
tailor
etc.)
your
restrictions.
search.
fellowships,
etc.)
Back to Contents
Back to Contents
CV Categories
Back to Contents
CV Categories
Entering CV Information
GENIUS categories enable you to store your Curriculum
GENIUS
their purpose
are
described
Vitae.
Youcategories
may enterand
information
into as
may
categories
below.
as needed to satisfy your personal requirements.
Advisees: Store data
about students/scholars
Collaborators:
List
with whom you have
individuals
with whom
you
served as thesis
advisor.
have collaborated on a
Committee Memberships:
project, book, article,
List any committees on which
report, or paper.
you have served.
Courses Taught: List the
courses you have taught.
Creative Activities: List any
exhibits, performances, public
collections, public artistic
presentations, etc. in which you
Education: List educational
have participated.
background.
Employment: List your current
and previous employment.
Honors and Awards: List any
honors and awards received.
Languages: List proficiency
in all languages.
Patents: List all patents
granted.
Professional Associations and
Societies: List all professional
associations to which you have
Professional Licenses/Certificates:
belonged.
List all professional licenses and
certificates obtained.
Publications: List all works you
haveResearch:
had published.
Enter information
about your research and
Reviewed Works: List all
research interests/areas of
reviewed works (peerexpertise.
reviewed bodies of work not
Sponsored
Listor
scheduled
to Funding:
be published
any current,
past, and
previously
published.)
pending support from
projects and proposals from
all sources.
Back to Contents
Back to Contents
Biographical
Sketch Templates
Back to Contents
Biographical Sketch
Templates
Creating Biographical Sketch Templates
Once you enter information into the GENIUS categories,
you
cannow
customize
and
generate
the official
NIH 398
We are
going to
create
a sample
Biosketch
Biosketch
from data
stored
your of
GENIUS
profile and
Template tailored
around
theintopic
cardiology.
export your CV information into Word.
Back to Contents
Biographical Sketch
Templates
Creating Biographical Sketch Templates
The
“Please
Enter a name
for your
New
CVunder
Bio” the
To create
a Biosketch
Template,
click
Add
dialog
box will Sketch
appear. heading on the Profile Summary
Biographical
Page.
Enter a name for your
new CV Biosketch in the
text box and click OK.
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Biographical Sketch
Templates
Creating Biographical Sketch Templates
You can determine
select the order
the sequence
in which in
each
which
category
each item
will within a
appear inwill
category
thebe
thedisplayed
Full CV Word
on thedocument
FF, FF Modular,
format. and
FF Full CV
The
CV
Bio
Setup
Form
will
appear
displaying
all
of
the
Click
Save
LayoutBiosketch
when
you formats
are under
finished
ordering
the
and FF
biosketch
Modular
formats.
Information
generate
the
General
the
category
information
that
has
been
entered
into
your
GENIUS
profile.
categories
and
the information
within
eachnot
category.
official
will
automatically
398
form.
The
be displayed
categories
first.
can
be
rearranged.
Determines the order
in which the category
name will be
displayed in the Full
CV format.
Determines the order
in which the category
information will be
Leaving the drop-down
displayed in the FF, FF
box blank will omit that
Modular, and Full CV
information from being
formats.
displayed in the
selected formats.
Back to Contents
Biographical Sketch
Templates
Creating Biographical Sketch Templates
The
youSetup
want to
save
the
changes
made
on this
The “Do
CV Bio
Form
will
appear.
Click
Return
to
screen?”
dialog
box
will
appear.
return to the Profile Summary Page.
Click OK to save the changes made on the screen.
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Biographical Sketch
Templates
Creating Biographical Sketch Templates
The process
Profile Summary
can be repeated
Page will
to customize
display each
multiple
of your
biosketches within
Biographical
Sketchyour
Templates
GENIUS
once
profile
they
tohave
be used
been
with
all NIH proposals.
created.
Back to Contents
Biographical Sketch
Templates
Viewing Biographical Sketch Templates
official
NIHicon
398
Biosketch
forms
will
appear
in .pdf
The
Once
CV
you
information
create
a biosketch
that
template,
from
you
your
can
view
GENIUS
the
Click
the
.PDF
under
theselected
FF
or FF
Mod
header
next
Click
here
to view
FF
oryou
FF
Modular
form.
Click
the
Download
Word
icon
Document
under
the
to
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view
CV
the
header
Full
CV.
next
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format
and
willdisplayed
contain
the
that youThis
selected
forms
profile
will
three
be
formats.
intoainformation
Word document.
document
to the in
template
you want
view.
the
template
you
want
to
view.
from
your
GENIUS
profile.
can be
saved
to your
hard drive and edited in Microsoft Word
or Word Perfect.
Back to Contents
Biographical Sketch
Templates
Editing/Deleting Biographical Sketch
Templates
The
“Are
youSetup
sure
you
want
toappear
delete
this
Bio?”
dialog
To
The
delete
CV
your
Bio
Biosketch
Form
Template,
will
click
where
theCV
delete
you
can
icon
make
Once
To
edit
you
your
have
Biosketch
created
Template,
a
biosketch
click
template,
the
edit
you
icon
can
under
edit
box
will
appear.
Click
OK
to
delete
the
CV
Bio.
under
your
the
changes.
Delete
Click
header
Return
next
to
totime.
the
return
template
to want
the you
Profile
want to
or
the
delete
Edit
header
your biosketch
next
to
the
at any
template
you
to edit.
delete.
Summary Page.
Back to Contents
Back to Contents
Editing a GENIUS
Profile
Back to Contents
Editing a GENIUS
Profile
Editing Your GENIUS Profile
The Profile Summary Page will appear where you
Once
you
create
a GENIUS
profile,
you
have
control
To
your
GENIUS
profile,
click Edit
Existing
Profile
canedit
edit
the
appropriate
categories
of your
profile.
over
profile information and
can access
your Enter
fromyour
the SMARTS/GENIUS
Search
main page.
profile
at any time
to password.
make changes.
your username
and
Back to Contents
Back to Contents
Accessing
GENIUS
Search
Back to Contents
Accessing GENIUS
Search
To access GENIUS Search, go to http://www.infoed.org. Click
ClickAccess
GENIUS
Search.
Info.Office.
Back to Contents
Back to Contents
GENIUS
Searching
Back to Contents
SMARTS/GENIUS
Search Main Page
The SMARTS/GENIUS Search main page is broken up into 3 areas:
• SMARTS/GENIUS (Create a New Profile, Edit Existing Profile,
Administrative Tools)
• Quick Links (Canned searches of new profiles that have
been added to GENIUS, recent funding awards, and recent
patents/publications)
• Searching (Quick Search & Advanced Search)
Back to Contents
Quick Search
Quick Search
To perform a Quick Search, type the word(s) you
want to search for in the Quick Search for free text
box.
From the in Fields… drop-down menu, select to
search Keywords, Research, Patents, or
Publications. (The categories correspond to
information that each investigator/researcher entered
in their corresponding GENIUS profile categories.)
From the in Country… drop-down menu, select the
country from which you would like to search for
investigators/researchers.
From the Return Results drop-down menu, select
the number of results you would like to view per
page.
Click Search.
Back to Contents
The GENIUS Search Results page will appear where you
can view your search results.
Quick Search
Back to Contents
Advanced Search
To conduct a more detailed search, click the Advanced Search Page link at the bottom of
the GENIUS Search Results page or at the bottom of the Quick Search screen.
Back to Contents
Advanced Search
There are six categories available to conduct an Advanced Search. By entering data into
a category, the system will search for a match to your query within GENIUS profiles. The
category search is looking for the same words or phrases that can be found in other
investigators’ or researchers’ profiles.
Click Hyperlink
Categories to make
selections
Type a word or
phrase into the
Free Text Fields
Back to Contents
Advanced Search
Advanced Search Categories
Search categories and their purpose are described below.
Full Profile Search
Allows you to enter a word
or phrase to search an entire
GENIUS profile.
Keywords
Allows you to search for
investigators who have chosen a
specific keyword(s) from the
SPIN Keyword Thesaurus based
on their areas of interest.
Research Interests
Allows you to enter a word or
phrase to search the Research
field of a profile.
from Institutions
Allows you to search for a
potential
collaborator(s) from a
in States
in Country(s)
particular
institution.
Allows you to search for
Allows
you to search
for
potential collaborator(s)
potential
within collaborator(s)
a
within a
certain state.
certain country.
Back to Contents
Advanced Search
Advanced Search Categories
This
Enter
search
We Biological
arewill
nowfind
going
Sciences
all profiles
to runinto
alocated
sample
the Full
atsearch
Profile
institutions
utilizing
Search
in the
a free
few
U.S.A.
search
text box
that
Click in Country(s) to select U.S.A.
contain
to search
categories.
the phrase
an entire
biological
GENIUSsciences.
Profile for that phrase.
Back to Contents
Advanced Search
View/Delete Search Criteria
To delete a search criterion, select the check box to the left of the
search item(s) that you would like to remove.
Click Delete Items to return to the Advanced Search page.
You can view and/or delete criteria from a search by clicking Delete
Items at the bottom of the Advanced Search page.
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Advanced Search
View/Delete Search Criteria
To delete the entire search, click Clear Search.
Back to Contents
Back to Contents
Viewing
Investigator
Profiles
Back to Contents
Viewing Profiles
Running a Search
Once
Clickyou
Runselect
Search
your
tosearch
run thecriteria,
search.you can set the number of search
The
number
of
results
you
can
results that will be displayed perselect
page.ranges from 25-100.
Back to Contents
Viewing Profiles
Viewing/Selecting Search Results
Once you have run the search, the GENIUS Search Results page appears.
You can scroll through an alphabetical listing of investigators’ names whose
GENIUS profiles matched your search criteria.
Click the investigator’s
full name to view an
individual profile in its
entirety.
Select the check box
next to the
investigator’s name to
include it in your
report.
Back to Contents
Viewing Profiles
Profile Display Page
Once you click on the investigator’s name, the entire GENIUS profile will be
displayed on the screen. Profile details are organized into categories for easier
viewing.
Investigator’s name
Institution Name
General Information
Back to Contents
Viewing Profiles
Categories used in
matching
(Will
vary
depending on
to SMARTS
store Curriculum
Vitae
(Will
vary
individual
dependingprofile):
on individual profile):
Ethnic/Racial Status
Geographical
Restrictions
Locations Tenable
Languages
Honors and Awards
Education
Employment
Back to Contents
Viewing Profiles
Categories used to store Curriculum Vitae (Will vary
depending on individual profile):
Publications
Research
Committee
Memberships
Back to Contents
Back to Contents
GENIUS
Reporting
Back to Contents
GENIUS Reporting
Report/Destination Options
To Print or Save to File your search results, first select the profiles you
After
your search
and
viewby
your
results,the
youcheck
can create
wouldyou
likerun
to include
in your
report
selecting
boxes reports
next to of
the
GENIUS
profiles
from
the
GENIUS
Search
Results
page.
appropriate investigators’ names.
Back to Contents
GENIUS Reporting
Report/Destination Options
Select the output type.
SelectBuild
Click
your to
report
buildformat.
your report. You will see the GENIUS profiles you
selected in the report format you specified.
Report Options
Destination
Options
Back to Contents
GENIUS Reporting
Report/Destination Options
Report and Destination options are described below.
Full Profile will display all of the categories provided in the GENIUS
profile. (Note: Remember that the GENIUS database is usercontrolled; investigators fill out only information they want entered
into the database. Some fields may contain no information.)
Click here to view
a sample report in
Custom Layout.
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GENIUS Reporting
Custom Layout
De-select
the
check Layout,
boxes
next
tocan
thecustomize
GENIUS category
names
you
not want
By clicking
Custom
you
your
report
layout
to do
include
the
The
Custom
Layout
will look
like
this
(including
the General
Information,
to
include
your
report
and
click
Save
Layout.
fields
that in
satisfy
your
search
requirements.
Keywords,
and
Research
Interests
fields):
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GENIUS Reporting
Report/Destination Options
Report and Destination options are described below.
Display to Browser/Print allows you to display your report to
your browser and print.
Click here to view a
sample report in Save to
File output.
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GENIUS Reporting
Save to File allows you to save your report to your hard drive or disk. After
you click Build, the Download File screen will appear. Click here to
download the file.