Esploro
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37 results found
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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 colorsOn the Portal
Logo size
Header height, background-color
Font colors - part of them is not readable - following Accessibility rules.…59 votesDear colleagues
This ticket includes a list of features, and it's impossible for us to distinguish the relevant ones and to prioritize.
For this, here's the current status of the requested features, now that the new portal was launched, we're closing this ticket.
For features that are still needed, please open a separate idea (one per feature)
Home page and Portal:
Width of the page – done – increased page width – configuration is not available
Tabs– can be configured
Headers– can be configured
Font colors - can be configured
Background colors - can be configuredOn the Portal
Logo size– not available (you can load an image with a different scale though)
Header height – changed, but not configurable. background-color – can be configured
Font colors - part of them is not readable - following accessibility rules. (Like email addresses > yellow on grey). - Can be configured (also… -
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).
25 votesCustomers can configure the system to use the Generic form as the default form for editing an asset. The configuration is set per-asset type. When the generic form is selected, all fields display.
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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.
23 votes -
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.
18 votes -
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_Organization17 votes -
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
13 votesI suggest using tasks to assign deposits to specific admins. This will prevent multiple admins from starting to work on the same deposit.
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Overlay Option for Import Profiles
To mirror the functionality that already exists in Alma, we would like to see an Overlay option for Import Profiles in Esploro. The current functionality for updating assets in bulk is very limited. The only real solution for bulk updating is to export research assets, update them, and then reload via the import profile process. However, because there are only matching options 1) Do Not Import and 2) Import New Record, this process will lead to unnecessary duplication of asset records. This is particularly important for assets where the master records are maintained in Alma (or OCLC), such as theses…
13 votesHi,
We have developed the export/import assets in CSV functionality to support bulk update of assets. If needed, we can discuss improvements there. We will not add overlay via the Import Profiles.
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Analytics should normalize publication titles to cluster article in the same journal more effectively
Analytics currently considers capitalization variants as different for publication titles, and does not disregard initial articles. After a CDI migration in early December, we have both "American Journal of Psychiatry" and "The American journal of psychiatry". We have also gotten both "Gynecologic Oncology" and "Gynecologic oncology" and we have "PloS one" as well as "PLoS ONE" and "PLOS ONE".
12 votesDear Colleagues,
After some investigation I learned that this is not something that our Analytics team is offering. We understand the need for keeping a unified list of journal names yet this is something that will need to be done in Esploro and cannot be resolved only by the Analytics team.
Today it is possible to cluster by ISSN number and create a report by journal ISSN and do a manual data cleanup.
I am closing this idea since it not related to Analytics. If keeping a uniform journal name is a priority, please open a new Idea and please specify different use cases and specific requirements that are important to you.
BR
Na'ama
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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.
12 votesDear Colleagues,
I am closing this idea since we do not have fields for the researcher entity management available in Analytics at the moment and we do not intend on adding these fields in the near future.
If this is still an important need for you, please contact the Esploro product team.
BR
Na'ama
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Activate my profile button on the Researcher Profile
On the researcher profile it would be nice to have a button to request to "publish my profile". The scenario being profiles are by default off and we are asking researchers to update the information in the overview section. It is not obvious to the Researcher that their profile is not live unless they do a search in the Profiles portal for themselves. We are currently manageing this in an online tutorial in Springshares LibWizard with options to "request to publish" or "don't publish I’m still working on it." This would be best managed from within the profiles and the…
11 votes -
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
11 votes -
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.10 votesThis feature is only available in the New UI. It will become available for Assets when Assets are moved to the new UI.
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Resize the asset’s title in the portal
The Asset’s title takes a lot of the Asset’s page real estate in the portal.
We request an option to resize the title or that the title size be appropriately responsive to screen size.
The existing title size is 40.5px. It uses 30% of the screen area
This is a serious problem on small screens like laptops.
On a phone, this title uses HALF of the screen OR MORE!
Please see the attached examples.10 votesDear Colleagues,
This enhancement is not a something that we are going to pursue in the near future in Esploro so I am closing this idea for now. If this continues to be an issue for you please contact the Esploro Product Team.
Thank you for your suggestion,
Na'ama
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Esploro Portal and Home page
We would like to see the same functionality as in Primo with customization options - upload CSS/JS files. Today we have no useful options to customize our portal and home page. Please include this in the changes of the Q1 2021
Currently, we have the Accessibility menu in Primo we would like to use it in Esploro Portal.
10 votesThanks for your suggestion. Esploro’s Research Portal, which its new interface is currently rolled out, is built using a different design methodology than Primo. According to this methodology, all configuration and customization of the portal should be done using Esploro’s configuration pages, enabling our customers to easily customize the portal to their needs without the need to write code or modify the portal css. We believe that this approach presents good and consistent user experience to our customers and will enable us to further grow the system according to our customers’ needs without forcing the customers to modify their code based on portal changes and without posing risks on changes done to the portal by customers.
I will therefore close this idea and I would like to suggest that if there is a specific functionality or customization option that you think we should add to Esploro, please open a dedicated…
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Series Title and abbreviated name are Missing from Conference Proceeding
A conference can be published in a book and the book can be labelled as part of a series.
There is no series field in the conference proceeding record.
Note that there is also no field for the abbreviated name of a conference.10 votesPlease use the generic form to edit conference proceedings so that there is access to all of the fields that are needed.
Thanks,
Naomi
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Add an Investigator column in the ‘Assets grants and funders’ section of the asse
It would be helpful if we could see the investigator (the owner of the grant) displayed in the ‘Assets grants and funders’ section of the asset in the repository.
This would come in handy in case we have two (or more) grants used in the same asset.9 votes -
New option: “Populate only empty fields and overwrite all authors” in the Asset’s “Confirmation message”
In the Deposit Article title field in the “Confirmation message”, we would like to add the option: “Populate only empty fields and overwrite all authors”.
In the current situation, if we update authors, we have to check all the fields in an asset and fix them. We want to avoid this.
We would like an option to overwrite only authors and populate empty fields (if there are any).
9 votes -
Ability to create a set of researchers using Internal Researcher ID
As part of smart harvest and CDI migration (i.e. adding assets in bulk via DOI or PMID or PMCID) we get a lot of non-affiliated researchers. Unfortunately, non-affiliated people may be conflated. We would like to add basic keywords to non-affiliated researchers (for example, co-authors on Nursing publications could have the keyword "Nursing" which would make it more obvious to the matching algorithm that they are not in Geology). The current functionality allows us to add keywords to a set of researchers, but we lack a way to easily make a set of non-affiliated researchers. We can get the internal…
9 votesHi,
there is an option to Import Non-affiliated researchers (Researcher > Import Non-Affiliated).
We also add the option to bulk update researchers (affiliated or non-affiliated) and this includes the option to add research topics (Admin --> Run a job --> Update Set of Researchers)
Tami
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Include Archives and Databases in the Publication title field
We would like to include Archives and Databases into the Asset "Publication title" autocomplete list.
This will create consistency in the “Publication title” field.For example, we are missing "BioArxiv.org" which is an Archive with ISSN: 2692-8205.
8 votesAs other sources are added to the CZ they are included in the auto-complete list.
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Display department in the previous Researcher affiliation
Hi,
When a researcher's affiliation is former/previous, only the Institution's affiliation is displayed in the asset, without the department.
The full affiliation, including the department, should still appear, even if the researcher is no longer in the Institution.8 votes
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