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    Managing Researcher Profiles


    This page describes how researchers and administrators can manage information on the profiles. It also lists various actions that are only available for the researcher when they are logged into their profile. The researcher profile is where the researcher can add all their personal and professional information.

    For videos showing how to work with researcher profiles see Additional References.

    Public Profile vs. Private Profile

    The information that is displayed in the profile is different for a logged in researcher and other portal users. The display of information can be controlled by the researcher, admin or in the general portal settings.

    Most of the actions described on this online help page can only be performed by the logged in researcher (in the private profile).

    Adding and Editing Professional and Personal Information

    The professional and personal information displays in the Overview tab, and can be added by the admin or the researcher (profile owner). 

    Researcher titles display across Esploro in a number of different areas. See Researcher Title Configuration and Display for information on where the information displays and how to configure it.

    To edit the profile settings, select the Edit profile button at the top of the page or the Settings option in the user menu.

    Edit profile button.

    Edit Profile Button

    Actions menu in the profile.

    Settings Option in User Menu

    Here the researcher can update information such as the profile picture, IDs, education and professional history.

    Edit settings for the profile.

    Profile Settings Open for Editing

    Profile Images

    The recommended size for profile images is up to 1 MB. We also recommend a minimum of 200 x 200 pixels to avoid distorted images. For image types, for best results use the common image formats such JPEG, PNG, etc.

    Global IDs

    If the researcher has additional IDs from other websites, they can be added to the profile and will automatically link to the profile page in the external website. Note that for Pivot-RP, the link is displayed only for the logged-in researcher because their profile in Pivot-RP is private.

    Global ID on profile.
    Global ID

    If you have an ORCID iD and you want to add it manually to Esploro, you can do it from the Add a global ID option in the settings.

    Registering an ORCID ID

    A researcher can register with ORCID to receive a unique ORCID iD to identify them, and to grant the institution permissions to handle the profile on the researcher’s behalf. A researcher's ORCID iD links all their research activity, even if they have changed their affiliated institution and even if they changed their name. It also distinguishes between researchers of the same name.

    Before registering your ORCID iD, see the preconditions and general setup information in ORCID in Esploro.

    To register or connect the ORCID iD:
    • Select the Edit Profile button and navigate to Profile > Global IDs > Register or Connect your ORCID.

      Register or Connect ORCID iD.

      ORCID ID
    • Select the Register or Connect your ORCID iD option. This will take you to the ORCID Sign in page.
    • If you already have an ORCID iD, select Sign in.
    • If you are creating a new ORCID iD, we suggest selecting Everyone for the visibility settings. One of the advantages of having an ORCID profile is that it is viewable for anyone searching for this researcher.
    • When creating a new ORCID iD, make sure to select Authorize access to grant Esploro access and allow it to update the researcher's information in their ORCID profile.
    • After the ID has been connected, it can no longer be updated.

    For a video on setting up ORCID integration including registering or connecting the ORCID iD, see here.

    Managing Notification Settings

    In the Notifications section, researchers can choose which types of notification letters they wish to receive. Changes to these settings can be made by researchers in this section or by system administrators in the hub (see Working with Researchers); either way, any changes made are reflected in this section.

    A brief explanation of each letter type's purpose and frequency appear under its name in this section. These explanations can be edited in the Researcher Settings code table (Configuration Menu > Portal & Profiles > General settings > Labels > Researcher Settings). 

    Letters that are disabled for the institution do not display in this section. For information about configuring the default letter settings, and about disabling specific types of notification letters, see Configuring Researcher Details.

    Notification Settings - Portal.png

    Notification Settings in the Researcher's Profile

    Managing the Display of Researcher Metrics in the Profile

    Researcher metrics provide aggregate usage and impact data about all of the researcher's output: the total number of times the researcher's works have been cited, viewed, and/or downloaded. The data available in Esploro about citations is based on Web of Science data and analysis, while the data about views and downloads is taken from Esploro's records. When enabled, this information appears under Metrics in the researcher's profile. 

    Each of these metrics must be enabled for the organization (see Configuring Researcher Profiles) in order for them to be available for researchers to display in their profiles. The organization can choose whether they are enabled for public viewing, only for logged-in users, or only for individual researchers when they are logged into their own profiles. 

    Researcher w Metrics -marked.png

    Researcher Metrics Displayed in the Researcher's Profile

     If public display of researcher metrics is enabled in the organization, researchers can choose for each metric whether to include it in their public profiles or not. The metrics' display settings can be edited by the researcher in the profile Settings, under Metrics. Select the VISIBLE or HIDDEN icon of a line to change the display setting of the type of metric identified in that line.

    Researcher Metrics Settings - Portal.png

    Researcher Metrics Display Settings in the Portal

    Adding Links to the Profile

    The researcher can add links to the profile by navigating to Settings > About and selecting Add Link.

    Link added to profile with visibility enabled.

    VISIBLE Flag Enabled

    The link added here displays in the profile.

    Link displayed in the profile.

    Link in the Profile

    Password Management

    The password management features are only for users with Alma authentication.

    Change Password

    Users can change their password from their profile when logged in.

    Change password.

    Change Password

    Forgot Password Service

    The password management features are only for users with Alma authentication.

    Users who forgot their password can reset it via the Forgot Password link.

    Forgot password link.

    Forgot password link

    After selecting the link, the Sign In page will appear.

    Sign in page.

    Sign In Page

    Editing and Depositing Research Related Content in Profiles

    For information on adding and editing output, projects, and activities, see here.

    Communicating with Admins from Profiles

    The researcher can contact the admin regarding specific assets by selecting the Messages option from the actions menu. Once messages have been added, the message icon displays.

    Messages icon and Messages option in the profile.

    Messages Icon and Messages Option in the Actions Menu

    This will send a message to the admin for the currently selected asset. The admin will also receive an automated email to let them know that a message was sent. See here for details on configuring this letter.

    This option is not available for drafts.

    For a video showing how to communicate with a researcher about an asset see here.

    Highlighting Output

    The researcher can highlight specific output by selecting the Highlights icon.

    Add to highlights icon for researcher output.

    Highlights Icon
    You can view the highlights in the Highlights area on the Output tab.
    Highlights are of the Output tab.
    The highlighted output will appear in the Overview tab on the public profile.
     Highlights option when logged out.
    The Highlights option is only available for approved assets.

    Searching for Funding

    If your institution has a Pivot-RP account, your researchers can view Pivot-RP funding opportunities directly from their Esploro Researcher Profiles. When this integration is configured, each researcher will see opportunities targeted to their academic unit.

    Once configured, a logged in researcher will see the Discover Funding button on the portal header.

    Discover funding button on portal header.

    Discover Funding button on portal header

    To learn more, see:

    APC Requests

    An article processing charge (APC) is a fee charged to make a work available for open access in open-access or hybrid journals. This fee may be paid by the author, the author's institution, or their research funder. 

    Esploro profiles include an APC form that initiates an APC request in a system called OABLE. The form is available from the profile in the Output tab.



    Selecting the APC REQUEST link at the top will open a blank form. Selecting the APC Request link from the actions menu will open a form with the asset details filled in.

    For more information see here.

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