Making the most of your institutional trial
Overton is used by organisations for various purposes, including understanding policy influence, demonstrating research
impact, discovery and research, and supporting grant applications.
Often, a team responsible for one of these areas may trial Overton without the other areas being aware that they can
benefit as well. For example, a Research Impact team may use Overton to assess their institution’s impact on policy,
while Subject Librarians could use the database to streamline grey literature searching.
Internal promotion of an institutional trial
The first step to making the most of a trial is to make everyone aware that one is going on! If you are in a small
organisation where everyone definitely reads their emails, a simple all-staff email with the sign-up link may be all you
need.
If you work in a large organisation like a university, with multiple stakeholders or use cases, you might need to
diversify your approach. If your institution uses library guides, Overton should be added to Grey Literature guides,
guides on Measuring Impact and guides looking at Policy influence and Knowledge Exchange.
If you use Blogs, Staff and Student Noticeboards, or VLEs like Blackboard, announcements of new resources and
time-limited trials are a good place to raise awareness.
People know about it, but how do they get the most out of it?
When trialling a new resource, it’s easy to get lost or fall down a rabbit hole of interesting papers but not actually
get much insight into how you could use it regularly to inform your research or day-to-day work. To this end, we suggest
going into Overton with a clear task and we have provided several use cases to help you see the potential
For Research Impact Managers
Start with a clear aim; a priority research area, a small research group, or a key collaboration with another university
or an external organisation, governmental department or the NHS.
For a general overview of your institution, search the ‘Policy Documents’ tab using keyword topics and filter to your
institution and the last 5 years. This will show you Policy documents published in the last 5 years, which have cited
research produced by your institution.
1. The search tab you choose impacts your results. This is searching for Policy Documents with the query “Climate
Change” AND adaptation.
2. The filter narrows the results down to Policy Documents citing or mentioning work from the University of Oxford.
3. Each list of results will offer you the option to ‘See Report’. This brings together summary information about the
results including a map of the policy sources, funders of the research, institutions cited, and more. Here is an
Example; Policy Documents matching “Climate Change” AND “Adaptation”, connected to the University of Oxford
4. The number of policy documents (and total PDFs within those documents) matching your query.
For an in-depth analysis of a research group; gather a list of DOIs of the publications produced by your research group
and search them in the Scholarly Articles tab. You can normally extract this information from your institutional
repository or CRIS.
Using the Scholarly Articles tab and a list of DOIs is the most reliable way to find Policy Documents connected to your
researchers.
Please note that we only have scholarly articles which have been cited in policy documents. If you published an article
last week, it is unlikely to have made it into policy…yet!.
Once you have searched your research groups’ scholarly articles, click the ‘Explore’ drop down menu and ‘See the policy
citing these papers’
This gives you a list of related policy documents which have cited the scholarly research your group has produced.
Once you’ve gone onto the policy documents, you can view a summary report which is specific to the policy influence of
the research group whose work you searched.
Discovery and Research
You can search Overton in the same way you would search an academic database, but looking for Grey Literature. Instead
of going to each government, IGO, NGO website, you can search our database.
You can create a search string in Overton and search the ‘Policy Documents’ tab using Boolean operators and then filters
to narrow down your search results.
Alternatively, you can;
1. Create your search string in an academic database,
2. Export the resulting list of DOIs.
3. Go into the Overton ‘Search Scholarly Articles’ tab and paste those DOIs into the ‘Search by DOI, ORCID, PMID or
ISBN’ Option.
4. Use the ‘Explore’ drop-down menu to ‘See the policy citing these papers’
5. The resulting list will be policy documents which have cited the scholarly work from your original academic search,
and are likely more relevant to your literature review topic.
Grant applications
You can use data in Overton to strengthen new grant applications or support requests for extensions and continued
funding. Many grant applications require you to demonstrate your research’s real-world impact and policy influence.
Showing that your work appears in policy documents is one powerful way to evidence this impact.
Overton allows you to identify where policy documents have cited your published work and where they have mentioned you
more broadly. This distinction is subtle but important. A citation links directly to a specific published work. A
mention, however, can demonstrate influence without referencing a formal publication.
Overton also identifies and highlights exactly where you have been cited or mentioned within a policy document. This
makes it easy to see how your research has been used — whether as background context (which is still valuable) or as
part of a more sustained engagement with your work.