Esploro

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  1. Automatically update Embargoes whose date has passed

    Esploro records are Opened automatically after the embargo period had passed – But:
    • The records still have "Embargo" in the "Access rights" section of the asset
    • "Embargo" still appears on the article’s cover page.

    It was suggested by Ex Libris support that once in a while we will create a set of all the records for which the embargo date passed, And run on them the 'Update Set of Research Assets' job - replacing the access rights to ‘Open’.

    We would like this process to be seamless. We request a job that automatically updates Esploro records whose embargo…

    38 votes
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  2. 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 →

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  3. Enable multiple creators for ETDs

    Currently, the ETD author field is not repeatable. We have many ETDs that are co-authored (some having up to 6 authors). Additional authors can be added in the contributors section with role author, but that a) gives them much less prominence in the record and b) requires creating a non-affiliated researcher record. We request that the ETD author field be repeatable to allow for the same level of attribution in the discovery record, and prevent the creation of non-affiliated researcher records which duplicate existing Alma profiles.

    25 votes
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    2 comments  ·  Other  ·  Admin →

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  4. Approval notification email - weekly option

    It would be good to allow researchers to subscribe to a weekly summary of new assets approved rather than receiving an individual notification for each asset on approval. When adding multiple assets for one researcher, the researcher may feel overwhelmed by the number of separate notification emails. It is possible to turn off approval notifications temporarily, however the librarian would need to remember to manually turn it back on once the assets have been added. Having a single weekly summary notification may be more end-user friendly.

    21 votes
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  5. Add student profiles from Alma as Creators or Contributors for Assets

    We would like to track presentations, grants, student art exhibits, performances, and other activities that would qualify as artistic or scholarly outputs by students completed as part of their studies. We would like to add students (via their Alma profile) as Creators or Contributors to research assets. However, it doesn't seem like we can do this unless we add students as researchers. We do not want to create researcher profiles for students. Esploro allows tracking of these via ‘Assets’ but students can only be manually added, instead of imported from their Alma user record. This prevents us from running analytics…

    17 votes
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  6. Duplicate publication submission alert

    When a researcher is submitting an asset via the researcher profile add content button I would like to see Esploro match to an existing asset. Particulary if the match is on a unique identifier such as a doi for electronic assets or an ISBN for a book. Currently the assets submitted via the profile need to be searched in the backend by library staff to ensure that the asset doesnot already exist in the repository. When the researcher enters a doi and there is an exact match they should be given the option to "display this asset in my profile".…

    16 votes
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  7. 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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  8. Researcher status field should be added to Analytics

    In some of our reports, we want to filter on Active researchers who are not expired.
    In Esploro, there is the Researcher status field. This field is not in Analytics.
    Please add this field to Analytics -> Esploro Researchers.

    14 votes
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    Completed  ·  1 comment  ·  Analytics  ·  Admin →

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  9. Populate permalink with local DOIs/handles

    We are able to generate DOIs for ETDs, but we have found that users are sharing the generated permalink instead of the assigned DOI.

    In any instance where there is a local DOI or handle, it would be great to have it populating in the permalink field.

    14 votes
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  10. Include DOI and PMID in brief display on researcher profile

    On the researcher profiles, it would be very helpful to have the DOI (as a link) and the PMID (also as a link) display on the researcher profile. Our faculty members currently display these on their existing profiles and they are both considered standard parts of citations.

    13 votes
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  11. Afiliations in profiles should have more flexibility

    We would like researchers to be able to add an affiliation, whether or not that affiliation is listed in GRID or other system. This would allow them to list commercial entities, as well as smaller organizations that may not be included.

    We also do not want the list of titles in affiliations connected to our internal list of titles. Some of the terms (Assistant/Associate/Professor are fairly standard in the US, but other of our local titles are not as standard in at every institution, and definitely may be different internationally.

    13 votes
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    Hi all, 


    This ability has been recently added - when selecting the "Enable creation of new external organization" check box in the setting, the user can add new affiliations that are not part of the controlled list. 


    To see all the places where new affiliations can be added - please see in our online help. 


  12. 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/jonathan_sarna/output/publication.book?institution=01BRAND_INST

    11 votes
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  13. SWORD for non-ETDs

    The SWORD integration currently allows only ETD deposits. Since we have a lot of works that would be deposited by non-researchers that are not ETDs, such as masters projects and posters, we would want to be able to create a SWORD tool that allows deposits of those assets as well by the user themselves. This request is specifically asking for a new SWORD endpoint that allows deposits of normal, non-ETD assets.

    8 votes
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  14. Export Esploro assets (Mainly Theses) in known formats

    Hi,
    We have Theses in Esploro which we want to export to another system.
    We would like to be able to export the theses in at least one of these formats:
    Marc
    Marc XML
    DublinCore (DC)

    7 votes
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  15. Configure Homepage Entity Link Sorting Options

    It would be nice to have the ability to configure sort options for entity links on the homepage.

    Under Configuration->Portals & Profiles->Research Portal->Research Portal Configuration->Header/Footer->Header->Entities, the entity links listed can't be configured. There is an item for portalLink that can be enable/disable but can't be customize. The resulting URL that is generated contains the parameter: SORT=RANK.

    Since the portalLink displays a browsable listing of Esploro items, it would be more desirable to show items sorted by DATE_D because no search query is specified. The setting SORT=RANK displays records in seemingly random order.

    3 votes
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    Dear Christian, 


    This request has been implemented in our April release (2022). 


    You can control the default sort of asset search results by reordering (by drag and drop) the sort options in the configuration screen - the default would be the first option in the list. 

    Go to Configuration > Portal and Profiles > Research Portal Configuration and select the Asset Search Page tab.


    For a more detailed explanation you can also see our online help here - https://knowledge.exlibrisgroup.com/Esploro/Product_Documentation/Esploro_Online_Help_(English)/Configuring_the_Research_Portal_and_Profiles/Configuring_the_Researcher_Portal#Asset_Search_Page_Tab


    Best Regards, 

    Na'ama

  16. Add WOS id as part of Smart Harvest / Smart Expansion

    Now that we can display WOS citation counts, we need to find a way to update all our records with the WOS id. For this we are planning to export, match via DOI, and reimport. Moving forward it would be ideal if the WOS id is added to the asset at the time of Smart Harvesting / expansion.

    3 votes
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  17. Lock Editing of Specific Fields in User Profile

    Prevent users from editing specific fields, such as job title, that are controlled by the institution. Some institutions might also want to apply this to educational history.

    Suggestion from Brandeis.

    1 vote
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