Esploro

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  1. Esploro's | Customization of the Home page and Portal

    The CSS/JS load Idea was closed - https://ideas.exlibrisgroup.com/forums/929326-esploro/suggestions/42304072-esploro-portal-and-home-page?tracking_code=c69bab7468ff8e896a94196d9e242aba
    and proposed to open the new Idea
    If there is specific functionality or customization option that we think we should add to Esploro, We have to open a dedicated idea for this idea and Ex Libris will be happy to evaluate it.

    Please Vote:
    We would like to receive the options in Esploro’s configuration pages to edit:

    Home page and Portal:
    Width of the page
    Tabs
    Headers
    Font colors
    Background colors

    On the Portal
    Logo size
    Header height, background-color
    Font colors - part of them is not readable - following Accessibility rules.…

    55 votes
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    1 comment  ·  Other  ·  Admin →
  2. ETD/Student work deposit notification

    There is currently only one letter that can be used for ETDs with limited options for customization.

    To best serve our student community, it is important to have an ETD deposit notification letter that is generated when an ETD is ingested in Esploro. This communication allows us to not only confirm their deposit has been review and ingested, but to provide the student with the open access permanent URL (handle) that they can use when citing their work. In many cases, this information is required by employers or for other verification purposes.

    This information is vital to our student depositors,…

    29 votes
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    3 comments  ·  Other  ·  Admin →
  3. Improve version control of research assets

    Research outputs typically go through several different iterations or versions over the course of their lifecycle. NISO, for example, defines up to seven versions of scholarly journal articles http://www.niso.org/publications/niso-rp-8-2008-jav. In order to avoid confusion, support proper citation, and ensure compliance with publisher open access policies, it is critically important that institutional repositories clearly distinguish between different versions of the same work by prominently displaying this information in both the asset record and PDF cover sheet.

    Esploro currently offers two options for communicating version: asset type and file type.

    Asset type refers to the type of resource being deposited. When…

    27 votes
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  4. Enable multiple creators for ETDs

    Currently, the ETD author field is not repeatable. We have many ETDs that are co-authored (some having up to 6 authors). Additional authors can be added in the contributors section with role author, but that a) gives them much less prominence in the record and b) requires creating a non-affiliated researcher record. We request that the ETD author field be repeatable to allow for the same level of attribution in the discovery record, and prevent the creation of non-affiliated researcher records which duplicate existing Alma profiles.

    25 votes
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    Under Review  ·  2 comments  ·  Other  ·  Admin →
  5. Add job to batch edit and/or suppress file labels in File Viewer

    Currently, the file label displays in the File Viewer above the file itself and appears as prominently as the title of the asset (same font and size). For the thousands of assets we migrated to Esploro, this file label is by default the file name, which references the ID number of the file in our previous repository and nothing else (e.g., no author, title, year). This is not at all helpful to our patrons and is frankly quite ugly. So I would recommend that you add a job to edit and/or suppress the file labels in batch. Right now we…

    21 votes
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  6. Add dedicated accessibility fields

    Add fields to document the accessibility of individual research assets. This information can help Esploro managers track accessibility compliance for items and set expectations for users who may want to access items. At minimum, one field with controlled vocabulary terms and another for free-text entries would be helpful. See Cornell eCommons for sample controlled vocabulary terms addressing accessibility features and accessibility hazards: https://guides.library.cornell.edu/ecommons/batchmetadata#s-lib-ctab-19527879-4 We need our repositories to be in compliance with WCAG guidance and better mechanisms for tracking accessibility are paramount.

    21 votes
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  7. Move name variants and other researcher information when moving all assets and grants

    Right now when you move all assets and grants to another researcher record, you lose any unique information from the researcher record such as name variants, affiliations, areas of interest, research topics. You have to re-input this information into the researcher record you retain.

    Efficiency would be increased if unique information from a researcher record, including identifiers, moved along with assets and grants.

    20 votes
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  8. Link Esploro asset records to Alma bib records

    Permit Esploro asset records to be linked to bib records in Alma in the same way that holdings, portfolios, and digital representations are linked.

    Create an Alma job by which library staff can link assets to bib records by uploading a spreadsheet of asset IDs and their corresponding bib MMS IDs.

    Currently, we have two records for every ETD in our collection, the Alma bib record and the Esploro asset record. Both describe the same resource (the bib better than the asset record) and so they should be linked and not turn up in Primo as two separate search results.

    18 votes
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    Under Review  ·  Dan Shor responded

    Esploro assets and Alma bib records are considered different entities, each one stands by itself so it is not planned to link an Esploro asset as a service of an Alma bib record. Having said that, we are considering to allow to create a relation between an asset and an Alma bib record in a similar way we allow to create relations between assets in Esploro today. Would this be a possible solution for your need?

  9. Fields that have content should be visible when editing an asset

    It should not matter what the asset type is, if it was brought into Esploro by DOI or Title, while the system populates fields automatically, all fields that were populated have to appear in the ‘Edit’ version of the form (and not only in the ‘Edit in Generic Form’, as it is today).

    17 votes
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  10. More options for adding asset metadata to notification approval emails

    It would be good if additional metadata options can be added to the notification approval emails, such as whether the asset is open access, value from a local field, or the complete citation of the asset. This would provide more detailed information to the researcher about which asset was approved, as well as whether it is open access.

    15 votes
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  11. Ability to control the public visibility of grant information

    Give customers the ability to manage the public visibility of grant information. The details of certain grants cannot always be made public. Therefore, institutions must have the ability to selectively suppress grants from discovery and control the public visibility of certain elements (e.g., amount). Ideally, this control should be available both to Esploro staff as well as the researcher/grant recipient.

    15 votes
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  12. Researcher status field should be added to Analytics

    In some of our reports, we want to filter on Active researchers who are not expired.
    In Esploro, there is the Researcher status field. This field is not in Analytics.
    Please add this field to Analytics -> Esploro Researchers.

    14 votes
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    1 comment  ·  Analytics  ·  Admin →
  13. Do you have researchers with the same name? We need a way to distinguish between them

    We have several researchers with the same name in our institution.
    When in an asset, we want to connect the asset to the correct researcher.
    Currently, there is no way to distinguish between them (especially if they are previously affiliated).

    We suggest including the previous internal affiliation if it is a previously affiliated researcher.

    An example is in the attached file.

    14 votes
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  14. LoC and DC Headings

    We would like to have the availablity to select Library of Congress or Dublin Core Subject Headings instead of the ExLibris base set of subjects. We found that ExLibris's base set is poorly inadequate and it became a huge annoyance and time consuming to copy and paste the Library of Congress headings for our catalogers.

    14 votes
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  15. Display book subtitle on researcher profile

    When we add a book for a researcher by ISBN, the system correctly puts the book title in the title field and the book subtitle in the subtitle field (example: Title = Epidemic invasions
    Subtitle = yellow fever and the limits of Cuban independence, 1878-1930). However, on the researcher record, only the title (Epidemic invasions) displays. When you click the title to get to the Esploro research portal, both the title and subtitle correctly display.

    Because our profiles are not public, we can't share a link with this example, but you can see it on a Brandeis profile: https://scholarworks.brandeis.edu/esploro/profile/jonathan_sarna/output/publication.book?institution=01BRAND_INST

    13 votes
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  16. Indication of suppressed asset on Researcher Profile

    Currently, there is no indication for the researcher to know that an asset has been suppressed via the back-end beyond the fact that it is not visible in the Research Portal (as it still displays as normal in the Researcher Profile when signed in).

    It would be good if there was an indication, similar to the notification when an asset is hidden, so that a researcher is aware that a particular asset has been suppressed in the back-end by the Librarian.

    13 votes
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  17. Add Date Presented to Analytics Researcher Subject Area > Date

    At the moment, the Esploro Researcher subject area > Asset Dates has nearly all dates except "Date Presented", which is only in the Esploro Research Assets subject area.

    This means that if we need to produce a report that includes the dates of our assets, we need to use the Researcher subject area instead of the Research Assets subject area. Alternatively, we need to manually add the date for any 'date presented' assets.

    It would be good if the dates were the same in each of the subject areas allowing for more flexibility in reporting.

    13 votes
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    0 comments  ·  Analytics  ·  Admin →
  18. Local copyright permissions

    Over the years we've negotiated permissions with some publishers. Our local permissions can differ to information in Sherpa.

    We'd like a way to upload these permissions into Esploro so that we could interrogate it in a similar way to how we can through Sherpa in the form.

    13 votes
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  19. External Organizations: track local additions to learn if they have a duplicate on the “Central’ tab

    There is a mapping process that allows 'Mapping Local to Central Organization'. But, to use it, we need to know that a duplicate exists.

    We would like to know of a way to follow what is added to the “Central tab” – more importantly – to learn of external organizations that are now duplicated (as we have them on both the ‘Local’ and ‘Central’ tabs).

    Reference to 'Mapping Local to Central Organization':
    https://knowledge.exlibrisgroup.com/Esploro/Product_Documentation/Esploro_Online_Help_(English)/Configuring_Esploro/010_Configuring_the_Organization#Mapping_Local_to_Central_Organization

    13 votes
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  20. Afiliations in profiles should have more flexibility

    We would like researchers to be able to add an affiliation, whether or not that affiliation is listed in GRID or other system. This would allow them to list commercial entities, as well as smaller organizations that may not be included.

    We also do not want the list of titles in affiliations connected to our internal list of titles. Some of the terms (Assistant/Associate/Professor are fairly standard in the US, but other of our local titles are not as standard in at every institution, and definitely may be different internationally.

    13 votes
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