Esploro

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  1. Include asset status (provisional or approved) in Author Matching Report

    When using the Author Matching Report to approve individual researchers on records that were imported via smart harvest, we would find it very useful to be able to distinguish the asset status -- that is, to be able to tell if the asset is still provisional or if it is approved. If we approve one author on an asset, and then create an Author Matching Report it is useful context to know that there is a local co-author. It is also helpful to know there is no local co-author for authors that would typically write with other people at our…

    2 votes
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  2. Ability to Search on All Date Types in the Esploro Repository Admin Screens

    Our previous institutional repository software allowed for the searching of recently added records and the sorting of existing search results into most recently created. This was a search I used frequently as an administrator to quickly compile lists for requestors or for quality checking already added records. This function is required to create a set of newly added theses for checking.

    3 votes
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  3. Lock asset to prevent simultaneous edits

    We've developed a backlog of deposits to process. When multiple staff are working on processing these deposits it's currently possible for editing conflicts to occur if the same asset is edited simultaneously.

    Could a lock please be added to the asset to prevent such conflicts?

    thanks

    4 votes
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  4. Draft mediated deposits display in profile

    Currently, drafts of mediated deposits do not display in researcher profiles. Complicated mediated deposits like datasets often go through several drafts before they are ultimately approved and published. In these cases, it would be very useful for the draft deposit to display in the profiles of all affiliated researchers for their review and feedback.

    3 votes
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  5. Esploro - Add action for assigning a name variant to job Update Set of Research Assets

    Sometimes we need to bulk update the name displayed in the Discovery Portal for a Researcher. To do so we create a new name variant but we would also like to bulk update all assets related to this specific Researcher with the new "Name Variant".

    To do so an action "Choose Name Variant" could be added to existing Job: Update Set of Research Assets / Task Creator or Contributor

    Such a feature would also be very useful to refine the data after an import via file or an harvesting.

    10 votes
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  6. 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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  7. 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.

    13 votes
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  8. Smart Harvesting - Sorting of Very Strong, Strong and Uncertain Match lists alphabetically by title.

    The alphabetical sorting of titles in the Very Strong, Strong and Uncertain match lists would make viewing and comparing records much quicker. It would increase administrator efficiency and reduce the possibility of errors.

    3 votes
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  9. Portal - Author/Creator Facet - Show/Filter by Affiliated Persons Only

    Currently the Portal shows both affiliated and non-affiliated persons together in the 'Author/Creator' facet on the results page. The suggestion here is that this facet should show only affiliated persons. The purpose of the portal is to reflect institutional work, and this would clarify that the portal user is filtering to affiliated persons. This would also reduce the potential for duplication of names (e.g. where a non-affiliated person was imported as two different persons).

    For example, please see: https://scholarlyworks.adelphi.edu/discovery/search?query=any,contains,%22Adelphi%27s%20Celebration%20of%20Scholarly%20Research%20%26%20Creative%20Works%202021%22&tab=Research&searchscope=Research&sortby=title&vid=01ADELPHIINST:ResearchRepository&offset=0

    (where Barbara Milrod and Barbara L Milrod currently appear as separate persons due to multiple non-affiliated person imports)

    1 vote
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  10. Add ability to change asset type from author matching review screen OR in editing provisional asset details screen

    When approving Smart Harvest matches in the client, sometimes it is easy to tell that an asset is not a journal article, etc. For example if the title has the word Comment or Abstract as part of the title.

    Right now you must approve the match and exit author matching to update asset type. This is not efficient, and I often forget to update these.

    3 votes
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    0 comments  ·  Smart Harvesting  ·  Admin →
  11. Add credentials and licensure fields to researcher web profiles

    Our healthcare clinicians and have their medical license information and board certifications display on their academic profiles. We would like to be able to display this information in the researcher profiles as well. We would want the researcher or their delegates to maintain and enter this information, as it is not part of our central directory.

    Examples: https://medicine.uiowa.edu/internalmedicine/profile/christina-charis-donelson

    https://medicine.uiowa.edu/neurology/profile/daniel-tranel

    https://uihc.org/kimberly-leman

    https://medicine.uiowa.edu/eye/profile/val-sheffield

    https://education.uiowa.edu/person/saba-rasheed-ali

    3 votes
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  12. Embargo end date calculation should consult the “first Online Publication” date, not only the “published date”

    Currently, If there are, in an asset, both “Published Date” and “First Online Publication” – Esploro calculates the embargo end date based ONLY on “Published Date”. The embargo end date should first consult the “First Online Publication” date.

    We suggest this workflow when calculating the Embargo end date:

    Take “First Online Publication”
    If none -> take “Published Date”
    Any non-standard use cases (which are probably the minority) can be handled by entering an explicit embargo end date.

    Thank you, Maya Amichal

    10 votes
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  13. Configure date types used for searching and filtering in research portal

    Currently, the Date facet in the research portal includes all types of dates associated with an asset (e.g. created, published, submitted, availability). Some of these dates may be used more for administrative purposes (i.e. we use Submitted for when items like ETDs were added to the repository, which may not be related to when the asset was created), and therefore should not be used for filtering search results for users.

    Additionally, because not all of the date types display in the asset details, the search results when using the date facet can be confusing for users. If a user filtered…

    30 votes
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  14. 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/jonathansarna/output/publication.book?institution=01BRAND

    13 votes
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  15. Enable movement of internal organisation units in hierarchy

    Issue: We have recently undergone a restructure and many of our internal research centres and units have been moved and report to a Faculty. The affiliated researchers need to reflect this on their profiles. Currently a new organisational unit would need to be added however it is the same organisational unit with the same orgid. We cannot move the orgunit and associated assets and need to create a new orgunit under the parent organisation (then move the assets into it) however the orgid cannot be used as this is a unique identifier. This means we will…

    8 votes
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  16. Researcher Profiles - Education Field

    Issue: Currently on the researcher profile there is no way to re-arrange the education/qualifications on the profile and there is no logic to how the qualification and education history is displayed i.e. if dates are entered it does not impact the order of display.

    Impact: A researcher who is adding Education and qualifications to their profile will want to dispaly their educational qualifications in a particular order, either from most recent to oldest, oldest to most recent, Highest qualification to least (Phd - Undergrad - certificate). Currently to add a missing qualification or to re-order the qualifications all must be…

    4 votes
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  17. The 'Pages' field should appear in all asset types

    Hi,
    The "Pages" field appears only in some of the asset types. It should appear in all of them.

    Maya Amichal

    1 vote
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  18. 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.

    7 votes
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  19. 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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  20. 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…

    2 votes
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