Esploro
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We would love to be able to respond to every idea that is submitted, but this is not feasible. We are, however, committed to responding to the most popular ideas—those that have received the most points.
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65 results found
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Ability to merge multiple researchers from the manage researchers page
It would be helpful to have an option to merge multiple duplicate researchers at once from the manage researchers page, rather than relying solely on the bulk merge duplicate researchers report. Many times we need to look at the assets themselves to determine if the researchers are indeed identical.
8 votes -
Add the ability to display PlumX metrics badges
We would like the ability to display PlumX badges for assets. Being able to display WOS and Altmetrics badges/metrics on assets is great, but WOS covers only a select group of journals. Adding the ability to also include PlumX badges on assets would expand our metrics coverage to give administrators the numbers they want, and give researchers a fuller, more accurate picture of the impact of their works. Metrics make the academic world go round. And the more information we can provide our users, the more buy in we encourage across campus.
8 votes -
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.
7 votes
AdminTami Ezra
(Admin, Ex Libris)
responded
Removing the "accepted" status so that institution can continue voting as agreed with the PWG.
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Ability to batch edit author affiliations
We need a way to improve existing affiliations in assets to both add and cleanup affiliations that do not match with EROD. These affiliations will be more and more important with collaboration reports
7 votes -
Impact Idea 4: Audit Trail for Project Edits
Implement an audit trail to track edits and deletions for Projects. This feature will enhance accountability and ensure that all changes are documented, helping to prevent unauthorized modifications or deletions by 'team members' leaving the university under less favorable conditions. It will also support teamwork by addressing trust issues in collaborative environments.
7 votes -
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.7 votes -
Add job to batch edit file and link information
Add a job that allows customers to batch edit file and link information for a set of research assets including fields such as content type, access rights, license, and description.
6 votes -
Embargo options for Links
When researchers deposit large dataset files, it is often impractical to upload them to Esploro. In those cases, we store the datasets externally. Then, in the Esploro record, we upload a readme file and add a link to the externally-stored dataset files. When access to the linked files needs to be embargoed for any number of privacy and security reasons, we need to be able to register DOIs, provide open access to the readme files, AND embargo access to the link(s).
Currently, our workaround is to 1) remove the link from the record; 2) add a copyright statement to the…5 votes -
Ability to customise grant labels
When selecting investigators to add to a grant, the options are PI (Principle Investigator) or CI (co-investigator). We'd like to be able to customise the labels for these fields.
This is especially confusing in Australia where our national funding body (Australia Research Council) uses the opposite abbreviations so we often choose the wrong one and would like to be able to update the Esploro labels to make: Chief Investigator (CI) and Partner Investigator (PI).
6 votesAdminTami Ezra
(Admin, Ex Libris)
responded
Removing the "accepted" status so that institution can continue voting as agreed with the PWG.
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Include records with external links in the Esploro scope for Primo VE
A new custom local data scope (Available Research – with inventory only) was introduced in the July 2025 Esploro release. This provides flexibility to add the scope in with other scopes (Alma, Digital, CDI etc.) to create a blended search profile.
This is a great addition, but we have found that the new custom local data scope only includes Esploro records which have files attached or that have a link with either institutional or null link ownership. Most of the links in our Esploro records have external link ownership and we would like them to be included in an Esploro…
6 votes -
Consolidated Task List for all assets requiring staff intervention
When our staff work on approving assets they need to work off multiple lists because of how they are displayed in the tasks list. We would like to see a consolidated list of Draft and Pending Approval assets so that we can then filter by date or researcher to work through them as a batch. As it is, we need to check in the Smart Expansion task list, the Research Deposits task list, and the Smart Harvesting task list.
A consolidated list would streamline our workflow and make assigning tasks to users significantly easier.
(But don't remove the break-down of…6 votes -
Ability to bulk update the name of researchers
Ability to bulk update the name of researchers. Currently, we can move asset to a researcher, but if we want the same name variant in all their assets, we need to manually modify it in each asset record.
While moving the assets to a single researcher seems enough to display all the researcher's publication under their profile, it's problematic for the feed to Altmetric Institutional as Altmetric takes the name from the assets.
In addition, academics want to see a consistent name variant throughout their asset records.
We tried to update the author name for a number of assets for…
5 votesAdminTami Ezra
(Admin, Ex Libris)
responded
Removing the "accepted" status so that institution can continue voting as agreed with the PWG.
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Allow customers to modify the frequency of the usage statistics letter
Currently, the usage statistics letter can only be sent monthly. Some researchers find this schedule too aggressive (especially considering asset usage doesn't typically change dramatically from month to month). Many of these researchers tend to unsubscribe as a result. However, some have suggested they would be more open to receiving these notifications is they were less frequent. We suggest Ex Libris consider giving customers the option to modify the frequency of this letter (i.e., quarterly or annually).
Ideally, it would be great if researchers themselves could manage their notification preferences (including frequency) from their researcher profile. See related enhancement request:
…
5 votes -
Allow files to be organized in folders
When uploading files, there is no option to put them in folders or maintain the original folder structure. We have a user who has sorted his data by year and the only way to maintain that structure was to create separate assets for each year. They are closely related datasets.
5 votes -
Button "manage assets" to show all assets
In the backend, there is a menu item with a sub-item "manage" in the menu bar for all types of data entries, whereby all data records that count towards this are then shown. Examples: Researchers -> manage researchers / activities -> manage activities etc.
What is missing is a field "manage assets" under "repository" where all assets are displayed. There is only a heading with this name, but it has different contents. The better heading here would be "normalisation and mapping". there is also no option for "manage ETDs".
Expected behaviour: direct menu access to an overview of all results…
5 votes -
Assign assets with active messages to administrators
Currently, you can only assign assets that have not yet been approved to administrators. Due to the built in messaging system in the faculty profiles, it would be helpful from a management standpoint to be able to assign assets with active messages to administrators. Currently, assets with active messages are only visible in the general task list. It's not possible to know what is in progress or being reviewed by another administrator unless you open each asset to view any communications. Furthermore, we have to leave open cases set to active to ensure that communications are followed up on (especially…
5 votes -
Improve functionality of ETD Degree Names table
Issue 1: Currently, ETD degree names must be manually entered individually into the table. There is no facility to upload a spreadsheet to populate the table. When repositories need to account for all relevant current degrees as well as past degrees for earlier theses uploaded, this list can be very long - we had 100.
Solution: allow for spreadsheet upload to populate table.Issue 2: There is no apparent way to control where a new degree is added in the list. It does not add to the end of the current list, it is not alphabetical, it seems to insert…
5 votes -
Add asset type Blog post as a type of Publication
We need an asset type Blog post to appear under Publications. These are not entire blogs. These are not interactive resources. They are a type of publication. We currently use asset type Other with a subtype Blog Post, but this means the items are not integrated with other publications on a researcher's profile.
We had hoped to deal with this through a 2023 roadmap item "Local Management of Asset Types and Categories" but it appears this will not be happening.
Note also a request for an image asset type - https://ideas.exlibrisgroup.com/forums/929326-esploro/suggestions/47430887-image-asset-type
5 votes -
Include researcher proxies in Esploro letters and communications
Allow repository staff the ability to communicate with researcher proxies regarding deposits. Currently, all letters and communications regarding deposits are sent only to the researcher. In cases where a researcher has appointed a proxy to deposit assets and manage their profile, library staff should have the option to send messages to the appointed proxy instead of or in addition to the researcher. Staff should be able to select this option when approving or returning deposits or using the "Contact Researcher" button. Proxies should also have the option to recieve letters about the researcher accounts they manage.
5 votes -
Ability to Upload updated Internal Organization file without overwriting the whole structure
The ability to uplaod a new internal organization file (exported from Workday with edits) without overwriting the existing structure or detaching assets would be a huge time saver. Right now we have to go in manually and make significant changes on a regular basis because our university re-organizes frequently.
5 votes
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