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. When…

    27 votes
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  2. 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…

    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.

    21 votes
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  4. 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.

    18 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?

  5. 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).

    17 votes
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  6. 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.

    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.

    14 votes
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  8. 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_Organization

    13 votes
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  9. 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.

    13 votes
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  10. 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.

    12 votes
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  11. 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

    12 votes
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  12. 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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  13. 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
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  14. 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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  15. 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 votes
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  16. 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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  17. 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
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  18. 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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  19. Research Repository

    Add internal affiliation to non-affiliated researcher in the creator section of the asset form

    Currently it is not possible to add an internal affiliation in the creator section of an asset against a non-affiliated researcher. This poses a problem for adjuncts, visiting academics, as well as staff that may have left the institution or had a researcher record automatically created on import. As the publication cycle often has a lag of a couple of years, assets may come into Esploro after the researcher has left, or the researcher may never have had an internal researcher record to begin with. It…

    9 votes
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  20. 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

    8 votes
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