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NIH and other Federal Open Access Policies: Adding Citations & Delegates

How to add citations to My NCBI Bibliography

1. Sign into My NCBI

2. Search PubMed to find articles you want to add.

    • Try using PubMed's Single Citation Matcher. Type in the author's name and then click search.

Single Citation Matcher Author

3. From within a particular article record or the search results, click on the 'Send to' drop-down.

4. Click on 'My Bibliography' and then the 'Add to My Bibliography' button that appears.

PubMed Sent to

NOTE: You are responsible for ensuring that any NIH-funded publication for which you were either an author OR the PI of the grant. This means you may need to include articles for which you were not an author but which were supported by a grant you are a PI on.

How to Assign A Delegate

My NCBI allows account holders to appoint delegates who can assist with maintaining your profile or SciENcv documents. Assigning delegates is simple to do. 

1. Log into your NCBI account. Once on the homepage, select your name in the upper right-hand corner. 

The My NCBI account page, with an arrow pointing to the linked username in the top right corner.

2. On the dropdown menu, select 'Account settings.' 

The contextual menu that displays after clicking on the account name, with "Account Settings" highlighted.

3. Scroll to the 'Delegates' section and select 'Add delegate.' 

The "Delegates" section, which states "You can add delegates to help you manage your bibliography and/or SciENcv profiles", followed by an "Add delegate" button.

4. Add the email address for the person that you wish to assign as a delegate. Once you have added their email address, select save and My NCBI will send an email to your delegate. 

Screenshot: a form labeled "Add a Delegate" with a text box for the delegate's email address, followed by text: "What will happen: Your delegate will receive an e-mail notifying them of access. Your delegate will click a link in the e-mail to activate access. If your delegate does not have a My NCBI account, they will be invited to register."

 

Screenshot of the confirmation screen after adding a delegate. A table lists columns for My NCBI Username, Email, MyBib, SciENcv, and Remove. A highlighted status message reads: Delegate has been added successfully. A message has been sent ot the new email address; please follow the confirmation instructions provided in the email.

Note: You may not receive an email when your delegate accepts the request. Check under 'Delegates' on your account settings to see the status of your delegate request submission. 

5. After your delegate has accepted your request, their name and email address will be listed under 'Delegates.' You may select what profiles they have access to by checking or unchecking the boxes for 'MyBibliography' and 'SciENcv.' If you wish to remove a delegate, select the trash can icon. 

Screenshot of the Delegates section after a delegate has been successfully added and accepted. Checkboxes in the MyBib and SciENcv columns can be checked or unchecked to update access; a trash can icon in the Remove column can be clicked to remove the delegate.

Accepting a Delegate Request

1. Log into your NCBI account. From the dashboard, go to 'Account Settings.' Under 'Delegates' select 'Delegate Confirmation.' Confirm your invitation. 

Screenshot of the Delegate Confirmation page, showing buttons labeled "Confirm Delegation" and "Decline Delegation".

 

2. After accepting your delegation, return to the MyNCBI Dashboard. 

Screenshot of the Delegation Confirmed page that displays after confirming a delegation request.

 

3. You will now have access to SciENcv's profiles for your delegates. This will be displayed on My NCBI and SciENcv dashboards. 

View on My NCBI:

Screenshot from My NCBI showing the SciENcv section. The account that the user is a delegate for is displayed as a link under "Delegated CV".

View on SciENcv:

A screenshot from the SciENcv My Profile page, with a "Delegated SciENcv section" at the bottom with the account name linked.

4. An alert box will display whenever you work under a delegated account. 

A screenshot from the SciENcv profile page showing the "Delegated Account" alert box that displays whenever you are working in a delegated account.

 

SciENcv BioSketch

Delegates for your MyNCBI Bibliography are also able to manage your SciENcv profile to update and add publications to your BioSketch when applying for research funding from the NIH, NSF, or Institute of Education Sciences. Visit the SciENcv guide for detailed instructions on using SciENcv.