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Esploro Online Help (English)

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  • Esploro Introduction
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    An overview of Esploro including the main workflows and terminology, environments and the user interface.
    • Esploro Overview
    • The Research Hub Interface
    • Ex Libris Status Page
    • Recent Entities List
    • Esploro Sandbox Environments
  • Working with the Esploro Research Hub
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    Working with research assets and deposits, researchers, grants and projects, searching in Esploro, etc.
    • Working with Research Assets
    • Adding and Working with Research Deposits
    • Searching in the Esploro Research Hub
    • Working with Researchers
    • Working with Grant Information
    • Working with Media Mentions
    • Working with Projects
    • Working with Activities
    • Working with User Identifiers
    • Configuring the Esploro Research Hub
    • Hiding and Reordering Information for Research Management
    • Quick Guide for Administrators in Esploro
    • Working with Research Resources in the Esploro Hub
    • Working with Collections
    • Working with Organizational Units
  • Configuring the Esploro Research Hub
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    Details for configuring the organization, projects, asset details, grants, etc.
    • Configuring the Organization
    • Configuring Access Rights and Licenses
    • Configuring Grants
    • Configuring Asset Details
    • Configuring Institution Settings
    • Configuring Deposits
    • Configuring Advanced Tools
    • Configuring Activities
    • Configuring Asset Types to Open in Generic Form
    • Configuring Bulk Imports and Mapping of Assets in Esploro
    • Configuring Institution Languages
    • Configuring Media Mentions
    • Configuring Project Management on the Research Hub
    • Configuring Researcher Details
    • Configuring Research Resources
    • Configuring the Researcher Deposit Form
    • Configuring the User Interface for the Research Hub
    • Working with Widgets in Esploro Research Hub
  • Working with Esploro Research Portal and Profiles
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    Add content to profiles, share and export content from profiles, etc.
    • Quick Guide for Researcher Profiles in Esploro
    • Adding and Editing Content on a Profile
    • Share and Export Content from Profile
    • Managing Researcher Profiles
    • Claiming Outputs from Smart Harvesting
    • Searching in the Esploro Portal
  • Configuring the Research Portal and Profiles
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    Configuring the portal and researcher profiles including branding, labels, user authentication, privacy and display settings for the asset display, etc.
    • Configuring Asset Display on the Portal
    • Configuring CV Management
    • Configuring Researcher Profiles
    • Configuring the Research Portal
    • General Settings for the Research Portal and Profiles
    • Researcher Title Configuration and Display
    • Setting up the Google Search Console and Analytics
  • Esploro Smart Harvesting Framework
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    Smart Harvesting to build up the list of assets for Researcher Profiles and Repository
    • General Overview of Smart Harvesting Framework
    • Working with Smart Harvesting
    • Working with Smart Expansion
    • Reports and Notifications for the Smart Harvesting Framework
    • Author Matching Approval Task List
    • Configuration Options for Record Importing
    • Esploro Asset Matching Rules
  • Esploro Publishing
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    Publishing in Esploro including exporting research assets to Primo, publishing to external systems, publishing to OAI and exporting to FTP.
    • Esploro Publishing to OAI and Exporting to FTP
    • Publishing from Esploro to Google Search, Scholar and Datasets
    • Publishing Research Assets to Primo from Esploro
    • Publishing to ORCID
    • Search-Engine Optimization (SEO) – Best-Practice Guide
  • Ongoing Maintenance and Administration
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    Ongoing maintenance and administration tasks including management of users and user roles, configuration of letters, managing search queries and sets, running manual jobs, etc.
    • Authentication for Esploro
    • Clickjacking Prevention
    • Configuring Cloud Apps
    • Configuring Esploro Letters
    • Configuring Library Notices Opt-In
    • General Esploro Settings
    • Managing Import Profiles for Esploro
    • Managing Search Queries and Sets
    • Managing Users
    • Managing User Roles
    • ORCID in Esploro
    • Research Jobs Configuration
    • Roles Configuration
    • Running Manual Jobs on Defined Sets
    • Viewing Completed Jobs
    • Viewing Running Jobs
    • Viewing Scheduled Jobs
  • Esploro Integration
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    Configuring integration with external systems, S/FTP connections, Esploro Integrations, Student Information Systems (SIS), OAI integration, etc.
    • Configuring External Systems in Esploro
    • Configuring S/FTP Connections
    • Direct Access to Esploro Asset Files for External Users
    • Esploro Asset Mapping to DataCite and Crossref
    • ETD Administrator Integration
    • InCites Integration
    • Redirect Previous Repository Portal URLs to the Research Portal
    • Setting Up OAI Integration
    • Working with Student Information Systems (SIS)
    • SWORD Integrations
    • Web of Science Integration
  • Esploro Appendices
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    • Appendix: ANZ Fields of Research
    • Appendix: ANZ Socio-Economic Codes
    • Appendix - Research Topics
  • Security and Data Privacy
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    • Esploro Analytics
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      Working with Esploro Analytics
      • Introduction to Analytics and Terminology
      • Working with Esploro Analytics
      • Working with Analytics Objects
      • Esploro Analytics Reports
      • Esploro Analytics Subject Areas

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