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.…

    61 votes
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    1 comment  ·  Other  ·  Admin →
  2. 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…

    30 votes
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  3. 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 →
  4. Configurable forms

    I would like to see the deposit forms and related workflows configurable by each institution as they see fit. Configurable forms will potentially allow institutions to expand the usage of the tool for other collections, such as impact cases and specialised collection which must follow certain rules. It is a key feature for the system to stay ahead in the market.

    24 votes
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  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…

    24 votes
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  6. Export of search results from Portal

    Whereas in Primo, it is possible to export the results of a search (or at least, up to 50) by selecting them and then Exporting them, there does not seem to be the same option in the Researchers portal. We would like to be able to export search results from Esploro. Ideally, this export would not be restricted to 50.

    23 votes
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  7. 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.

    23 votes
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  8. 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).

    20 votes
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  9. 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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  10. Add a facet for "Type of Degree"

    In case of different degree in the same faculty, such as School of Education offers both EdD and PhD. Currently, the search will return all ETDs in our repository that are associated with the School of Education. So it should capture all the Ed.D.'s, but it also include results of Ph.D.'s as well. There is no facet for type of degree. Therefore, it would be more user friendly for filtering search results by "Type of Degree".

    This is about as fine as we can parse it at the moment: https://researchdiscovery.drexel.edu/esploro/search/outputs?query=any,contains,*&page=1&sort=date_d&enable_asterisk_search=true&institution=01DRXU_INST&scope=ResearchETD&mfacet=facet_academic_unit,include,01DRXU_INST___3852,1

    18 votes
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  11. Index the project type field

    ExLibris added a field called Project Type, which is an excellent way to distinguish types of theses (for instance, we would like to clarify which are senior honors theses, as opposed to master's theses). Unfortunately, without an enhancement, they will not index it, make it searchable, nor add it as a facet, which makes it pretty much useless. I would love to see this be a useful part of Esploro! This would also solve another idea, Add a facet for "Type of Degree"

    18 votes
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  12. 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?

  13. 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.

    17 votes
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  14. Map programs & research units to ETD types

    Now that undergraduate students can self-deposit in Esploro, it is essential that the process be as straightforward as possible. Currently the programs and research units that they must select from are all possibilities. We would like a way to identify the relevant programs and research units so they are given a subset of relevant options. Without having an appropriate subset it will be much more challenging for everyone, and we are sure we will get a lot of incorrect information in the form.

    15 votes
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  15. 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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  16. 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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  17. 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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  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. 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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  20. 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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