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. …

    43 votes
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    1 comment  ·  Other  ·  Admin →
  2. Automatically update Embargoes whose date has passed

    Esploro records are Opened automatically after the embargo period had passed – But:
    • The records still have "Embargo" in the "Access rights" section of the asset
    • "Embargo" still appears on the article’s cover page.

    It was suggested by Ex Libris support that once in a while we will create a set of all the records for which the embargo date passed, And run on them the 'Update Set of Research Assets' job - replacing the access rights to ‘Open’.

    We would like this process to be seamless. We request a job that automatically updates Esploro records whose embargo…

    31 votes
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  3. Offer separate search scopes for faculty and student research assets

    Our institution uses Esploro to provide access to two different types of research assets: faculty publications and ETDs. Currently, Esploro offers the option to search ETDs separately from other assets. However, it is not possible to search our faculty assets separate from ETDs. We would like the option of parsing students and faculty assets into completely separate search scopes rather than having them combined into one.

    20 votes
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  4. Approval notification email - weekly option

    It would be good to allow researchers to subscribe to a weekly summary of new assets approved rather than receiving an individual notification for each asset on approval. When adding multiple assets for one researcher, the researcher may feel overwhelmed by the number of separate notification emails. It is possible to turn off approval notifications temporarily, however the librarian would need to remember to manually turn it back on once the assets have been added. Having a single weekly summary notification may be more end-user friendly.

    20 votes
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  5. 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.

    20 votes
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  6. 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…

    18 votes
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  7. 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.…

    18 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.

    16 votes
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    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. Deposit form that exists independent of researcher authentication

    Some departments award honors degrees to undergraduate and one of the requirements is that those students must write a senior honors thesis. Today, the deposit process is generally tied to a researcher profile (or the integration of ProQuest ETD admin for masters and doctoral ETDs).

    I would like to see a deposit form for ETDs that doesn't require the person to have a researcher profile. This would be particularly helpful for our undergraduate ETDs.

    15 votes
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  10. Include DOI and PMID in brief display on researcher profile

    On the researcher profiles, it would be very helpful to have the DOI (as a link) and the PMID (also as a link) display on the researcher profile. Our faculty members currently display these on their existing profiles and they are both considered standard parts of citations.

    14 votes
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  11. Add student profiles from Alma as Creators or Contributors for Assets

    We would like to track presentations, grants, student art exhibits, performances, and other activities that would qualify as artistic or scholarly outputs by students completed as part of their studies. We would like to add students (via their Alma profile) as Creators or Contributors to research assets. However, it doesn't seem like we can do this unless we add students as researchers. We do not want to create researcher profiles for students. Esploro allows tracking of these via ‘Assets’ but students can only be manually added, instead of imported from their Alma user record. This prevents us from running analytics…

    14 votes
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  12. 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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  13. Identify suppressed records in Analytics

    We would like a way to identify suppressed records in Analytics.
    We can see the utility of suppressed records in our system, but we're reluctant to apply this functionality until we have a reliable way to find them again. If we could identify the records through Analytics, we could keep track of them over time. This would allow us to include/exclude them from reports. This would be useful as policies and procedures change, it may be necessary to publish the suppressed records or delete them from the system entirely.
    As an example, a faculty member may add a conference presentation…

    13 votes
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    1 comment  ·  Analytics  ·  Admin →
  14. Unpaywall OAI-PMH Output

    Here at RMIT University, we would like to make available our open access repository content to Unpaywall. https://unpaywall.org/

    In order to do this, Unpaywall have advised us of two changes that need to be made to our OAI-PMH output to enable harvesting by them.
    Firstly, they require us to configure our OAI-PMH to include clear identifications of the versions of the attached open access files, i.e.. Published Version, Accepted Manuscript and Submitted Version.
    These descriptions are used in our current Esploro Repository instance and it would be ideal if these could be included in our OAI-PMH output. Unpaywall have recommended…

    12 votes
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  15. Add notes that display in Esploro brief record display

    Though many Esploro researcher deposits naturally disappear from the research deposits queue as part of their lifecycle -- approved, returned to researchers, etc. -- for deposits that for one reason or another have to remain in the deposits queue for an extended period, a type of internal note explaining their presence in the brief display would be very helpful.

    In our case, our library does the work of seeking OA permissions for deposits, leaving deposits in the queue awaiting responses for a period of days, weeks, and in rare cases months. As you may imagine, this can build up very…

    11 votes
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  16. Add link to Leganto and other resources on Esploro Researcher Profile

    Since researchers at universities also carry out teaching activities, it would be great to add to the Esploro Researcher Profile a link to the Leganto courses.
    Having the ability to add this and further links to other resources (cv, LMS courses, timetables, personal webpages etc.) would increase the acceptance of the researcher profiles as researcher institutional page within the university.

    11 votes
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  17. Add text formatting options to the Abstract Field

    When adding new records, it would be great if text editing options could be included to increase the efficiency of abstract editing. Things such as italics, bold, superscript, subscript and paragraph breaks all have to be entered in using HTML coding withich is cumbersome and time-consuming.
    Our previous Institutional Repository software included text editing options allowed for very quick and efficient addition of abstract information.

    11 votes
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  18. Populate permalink with local DOIs/handles

    We are able to generate DOIs for ETDs, but we have found that users are sharing the generated permalink instead of the assigned DOI.

    In any instance where there is a local DOI or handle, it would be great to have it populating in the permalink field.

    10 votes
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  19. Order type for APC and "Read and Publish" agreements

    We have started to make APC (Article Processing Charge) agreements and also Read and Publish (to publish OA at no additional costs) agreements between the Library and some publishers.
    We found that there is no suitable order type to use in Alma when creating such orders.

    We ask Ex Libris to add a suitable order type for such orders.

    9 votes
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  20. Internal or External data in the Researcher record

    It would be very helpful to know via Analtyics which data fields in the Researcher record were managed internal or externally, particularly when an automatic import of new researchers is employed. This will allow library staff to know which data may be in danger of being overwritten and which data will not be automatically updated.

    9 votes
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