56 results found

1. 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 quickly, and with no obvious indices why the deposits are still there. We already keep "For follow-up" notes of this type in the records, but we have to click into the record to read them; if this or a similar note could display in the brief display, it would make managing dozens of in-limbo deposits much easier. Thank you!

   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… more

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   Under Review  ·  AdminAnonymous (Admin, Ex Libris) responded

   
   

2. Allow repository staff to send canned responses

   Allow customers the ability to create and store canned messages that can be used when communicating with researchers. Esploro already offers the ability to create custom return reasons that can be selected when returning a deposit. But this feature would be even more useful if selecting of one of those reasons also sent customizable canned message that could be used to provide further instruction to the researcher on how to modify and resubmit their deposit. It would be useful to have a set of canned messages that could be used when approving a deposit to notify the researcher if any changes were made during staff review, such as the addition of metadata or application of an embargo.

   Allow customers the ability to create and store canned messages that can be used when communicating with researchers. Esploro already offers the ability to create custom return reasons that can be selected when returning a deposit. But this feature would be even more useful if selecting of one of those reasons also sent customizable canned message that could be used to provide further instruction to the researcher on how to modify and resubmit their deposit. It would be useful to have a set of canned messages that could be used when approving a deposit to notify the researcher if any… more

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   Under Review  ·  AdminAnonymous (Admin, Ex Libris) responded

   
   

3. Add job to bulk import asset metadata and files

   Currently there is actually no mechanism by which a batch of metadata and files for multiple assets can be imported into Esploro. Strongly recommend adding this functionality ASAP.

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   Under Review  ·  AdminAnonymous (Admin, Ex Libris) responded

   This Idea is very broad, and since it was opened new functionality has been added, in particular the Update by CSV. CSV update covers all metadata fields in the Asset but does not include Authors, either creators or contributors, or Files. 

   It would be helpful to get an updated list of priorities.

   
   

4. 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 categorizing asset types, Esploro distinguishes between “Publications” and “Posted Content”. “Publications” refer to published works such as journal articles, book chapters, conference proceedings, etc. “Posted Content” refers to works that have not been formally published, which Esploro defines as working papers, preprints, and accepted manuscripts. Each asset can be assigned only one asset type. Asset type values are predefined and not customizable.

   File type is used to describe the individual files or external links associated with an asset. The list of default values consists of a mix of terms used to indicate format (text, image, audio, video) and version (preprint, submitted, accepted, published, correction). Unlike asset type, however, file type values are customizable. Although choosing a file type is not required for deposit, this is the field Esploro uses to display version information on PDF cover sheets.

   We believe the overlapping use of asset type and file type to capture version information is a potential source of confusion and data inconsistency. For example, if a researcher wishes to deposit an article that has been accepted for publication, should they deposit it as an "Accepted Manuscript" or as a "Journal Article" with the file type "Accepted"? Either is possible but having two ways to deposit the same work will likely confuse researchers. This inconsistency also creates problems for discovery and analytics. For example, if a user wanted to obtain a list of all preprints, they would only retrieve those defined at the asset level as opposed to the file level. Meanwhile, version information only appears on cover sheets if it specified at the file level. Avoiding this confusion seems to require a single, consistent model for representing versions in Esploro.

   Ultimately, we don’t think it makes sense to manage version as an asset type or a file type; it is neither. Instead, we recommend version be managed as a completely separate field. When a researcher deposits an asset, they should be prompted to select the version of the asset being deposited. This information should be prominently displayed in both the asset record and cover sheet and be queryable in Analytics.

   We further recommend that Esploro allow researchers to submit new versions of previously deposited works. Different versions of the same work should either be FRBRized or displayed in a way that directs users from superseded version(s) to the current preferred version.

   i. When depositing an asset, prompt researchers to indicate if the asset is a new version of a previously deposited work.

   ii. If the asset is a new version, allow the researcher to select the previous version from a list of their previously deposited assets.

   iii. After the previous version has been selected, a) auto-populate the deposit form with the metadata from the previous version, and b) automatically link the old and new versions via the appropriate relationships (is new version of / is previous version of).

   iv. Once the new version has been approved, either a) FRBRize all versions with the latest as the preferred record, or b) exclude the previous version from search indexing (but continue to allow it to be accessible via DOI) and add a prominent note notifying users that this version has been superseded and directing them to the latest version.

   To summarize, we believe the following enhancements would significantly improve version control in Esploro.

   1) Create a single, dedicated, and prominently displayed field for version

   2) Allow researchers to easily deposit new versions of previously deposited works

   3) FRBRize different versions of the same work OR provide some mechanism for identifying and directing user to the latest or preferred version of a work

   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… more

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   Accepted  ·  AdminAnonymous (Admin, Ex Libris) responded

   This idea has been accepted which means that it has been added to our backlog. The status will be updated to "planned" when it has been scheduled.

5. Add a creation date to the summary asset record

   In order to manipulate and identify files for individual or batch processing, the display of the asset record creation date in the summary asset record would be very useful.
   I've attached an image of the existing summary asset record. At present, only an 'Asset last updated' field is included. It would be a logical next step to display when the record was created.

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   Under Review  ·  AdminAnonymous (Admin, Ex Libris) responded

   
   

6. Add way to facet research deposit by assigned to person

   As staff members are learning how to add deposits to Esploro, I review the work. Now that we have several people adding items, it would be helpful to be able to filter to one specific person to aid in training/reviewing their work

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   Under Review  ·  AdminAnonymous (Admin, Ex Libris) responded

   
   

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.

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   Accepted  ·  AdminAnonymous (Admin, Ex Libris) responded

   
   

8. 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 can edit the file labels individually, but it's not practical for us to edit thousands of them that way.

   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… more

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   Under Review  ·  AdminShoshana de la Fuente (Product Manager, Esploro Repository, Ex Libris) responded

   Thank you for your suggestion. We are considering allowing batch update of file display titles through CSV update.

9. Add Thesis dc Field to OAI Output

   Add the <dc:type>Thesis</type> to identify theses.

   Theses are frequently searched for by our Research Repository users and this would make them more discoverable.

   Thank you

   Keely Chapman
   RMIT University Library

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10. 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.

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    Under Review  ·  AdminAnonymous (Admin, Ex Libris) responded

    
    

11. More granular history tab in asset mediated form

    It would be good to have more granular information in the History tab of the asset form. At the moment it only records when a deposit was created or approved. Adding when fields were edited and which fields were edited, similar to what is in the Researcher History tab, would allow for greater auditing of when metadata is changed. This would be particularly useful when large teams are editing records.

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12. Include affiliation when replacing an author with an existing researcher

    It would be more efficient if we could add an affiliation when we are replacing a creator/contributor on a record with an existing researcher. As it is, I need to replace and then go back and edit the researcher to include an affiliation.

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    Accepted  ·  Dan Shor responded

    Thank you for this idea. We will look into adding this functionality to the roadmap.

13. 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.

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    Accepted  ·  AdminAnonymous (Admin, Ex Libris) responded

    
    

14. Duplicate an existing record for new record edit

    It would be good to be able to duplicate an existing asset in order to create and edit a new asset. This could be especially useful if there are multiple book chapters from the same book, or conference papers from the same conference.

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    Accepted  ·  Dan Shor responded

    Thank you for this idea. We will work on adding this feature. What kind of metadata would you like to duplicate and copy to the new asset? What kind of data would you not want to copy over to the new asset?

15. Batch edit creators and contributors

    When library staff are mediating a deposit, it would be good to be able to edit creator or contributor information in a batch using check boxes next to each creator/contributor and options at the top of the creator section - add/edit role, add/edit affiliation and delete creators/contributors. This would save considerable time as the librarian wouldn't be required to edit each name individually.

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16. Ability to reorder fields with multiple lines via drag and drop in back end and on profile

    We would like to see drag and drop functionality implemented across all fields in both the repository and the portal that have mutlitple lines, e.g. relationaships on assets so that relationships can be displayed in desired order. Links on the profile page. Education. Research topics and keywords. Related content on the asset.

    Currently many of theses fields display in the order they are entered and some display in a random undetermined order. If links need to be reordered they have to be deleted and re-added. This is a duplciaiton of effort.

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    Planned  ·  Adi Alter responded

    Thanks for raising this idea . In the next couple of releases we will gradually add support for reordering of fields on the researcher record – both in the Research Profile and the Researcher Management page – and on the asset page.