Esploro

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  1. 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.…

    22 votes
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  2. 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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  3. 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.

    20 votes
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  4. 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…

    19 votes
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  5. 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.

    16 votes
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    Under Review  ·  Dan Shor responded

    Esploro assets and Alma bib records are considered different entities, each one stands by itself so it is not planned to link an Esploro asset as a service of an Alma bib record. Having said that, we are considering to allow to create a relation between an asset and an Alma bib record in a similar way we allow to create relations between assets in Esploro today. Would this be a possible solution for your need?

  6. 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…

    14 votes
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  7. 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.

    13 votes
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  8. 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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  9. 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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  10. 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.

    10 votes
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  11. 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.

    9 votes
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  12. 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.

    9 votes
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  13. 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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  14. 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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  15. 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.

    6 votes
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  16. 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.

    5 votes
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  17. Allow Changes of ETD Asset Type of Existing ETD Records

    Sometimes it is necessary to change the Asset type of an ETD. For example, a change from an ETD-Doctorate to ETD-Graduate. At present there is no way of doing this. When a change is required, a new record needs to be created. This is both inefficient and results in the author losing all of their usage statistics.

    5 votes
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  18. Report on generated temporary links

    At the moment, you can generate a temporary link for a closed file with an expiry date. However there is no way to report on which files have links generated and what the expires are. This means there is no way to revoke links or update users if the file is changed. It would be good if the generated temporary links and the creation/expiry date could be reported on in Analytics.

    4 votes
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  19. 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

    4 votes
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  20. Add "Organization ID" to Export to Excel

    It would be great if "Organization ID" was added to the assets fields exported to Excel (in "Export list").

    4 votes
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