Skip to main content
ExLibris
  • Subscribe by RSS
  • Ex Libris Knowledge Center

    Adding Projects to a Profile

    This page describes how to add projects to a profile. For general information on adding content to a profile see here. For configuring the profile see here.

    Adding Projects to a Profile

    Projects allow researchers to store and manage research projects conducted in their institution. Projects are usually ongoing, can be shared with several academic departments, and can be related to other entities in Esploro, such as assets. By adding projects to Esploro, you can enrich the research information available for display and reporting and provide a wider and more comprehensive picture of the research done in the institution.

    The following instructions describe how to add a project directly from the profile. Note that projects can be added to a profile from other sources, for example by an Administrator or another associated researcher/s.

    To add a project to the profile:
    1. Make sure that you are logged into the profile.
    2. Select the Add Content button and then select Project from the drop down list.
      Add Content drop down list with Project highlighted.

      If you don't see this option, navigate to Configuration > Portal and Profiles > Header and Footer Configuration and make sure that Include add projects option is selected.

    3. Enter the project details and then select Submit.
      Add project form with details filled in.

      The form for adding a project contains only a few fields such as Project Name and Project Type. Additional fields become available on the Project page after submitting the form.

    4. The full project page is displayed and can be edited by selecting the Edit project button.
      The project page is divided into sections such as Attributes, Files and Links, etc. Each section can be added and edited separately. You can add a section by selecting the + icon and you can edit a section by selecting the edit icon. Empty sections will only display in edit mode and will not display when viewing the project page.
      From edit mode, you can easily switch back to view mode by selecting the View project button.

      Submitted project in the profile.

      At this stage the project is considered as a draft and appears in the In process area.

      In process status for project.
    5. Select the Make public button on the form (in Edit mode) to make the project publicly visible.

      Make public button.

      The project is no longer considered a draft and it moves to the All Projects area. 

      Project moved to the "All projects" section after selecting "Make public".

      At any point you can edit the project by selecting Edit from the actions menu. You can also hide or delete the project from the profile by selecting the relevant option from the actions menu.

      Actions menu for projects.

    Hidden projects will remain visible on the researcher profile with a HIDDEN indicator. They will not be visible on public profiles.

    Adding Files and Links to a Project

    The researcher can add files and links to projects by selecting Files and links when editing a project.

    Files and links option for projects.

    Files and links for Projects

    The file Content type determines where the image will be added to (Image Gallery or Logos). You can drag and drop to determine the order of files - this impacts the order of images displayed in the Gallery and Logos section. 

    Adding Images and Logos to a Project

    You can add an image gallery and logos to a project.

    Gallery and Logo sections.
    Image Gallery and Logos

    Add the images and logos from the Files and links section when editing a project in the profile.

    Add files and Add links buttons

    Add files and Add link buttons

    Set the Content type to Gallery or Logo to determine where the image will be added.

    Content type drop down list.

    Content type drop down list

    The order of image and logo gallery sections on the project page can be set on the Project Page tab - see here for details.

    You should use an image file type such as JPEG, PNG, etc. The file cannot be larger than 1GB in size.

    Display Related Assets on a Project Page 

    You can add related assets to a project page when editing a project.

    Add related asset button.

    Add Related Asset

    Search for related asset.
    Search for Related Asset to Add
    • Was this article helpful?