Skip to main content
ExLibris

Knowledge Assistant

BETA
 
  • Subscribe by RSS
  • Back
    Esploro

     

    Ex Libris Knowledge Center
    1. Search site
      Go back to previous article
      1. Sign in
        • Sign in
        • Forgot password
    1. Home
    2. Esploro
    3. Product Documentation
    4. Esploro Online Help (English)
    5. Configuring the Esploro Research Hub
    6. Configuring Grants

    Configuring Grants

    1. Last updated
    2. Save as PDF
    3. Share
      1. Share
      2. Tweet
      3. Share
    1. Configuring Grant Category Types
    2. Configuring Grant Types
    3. Additional References
    To configure Esploro, you must have the Configuration Manager role.

    This page describes how to configure grants in Esploro. For working with grants in Esploro see here. For information on configuring the various parts of the research information hub see here.

    Configuring Grant Category Types

    You can configure grant categories from the Grant Category Type code table (Configuration Menu > Research Administration > Grants > Grant Category Types). These categories appear in the Category drop-down list when adding or editing a grant (see Managing Grant Information). For more information on code tables, see Code Tables.

    grant_category_types.png

    Grant Category Types

    You can add, edit, enable/disable, reorder, or delete categories.

    Configuring Grant Types

    You can configure the grant types from Configuration > Research Administration > Grant Types.

    Configure grant types.

    Configure Grant Types

    The following describes the actions you can perform when configuring grant types:

    • To enable a grant type, toggle the slider in the Enabled column.

    • To move a grant type up or down in the list, use the Move Up/Move Down arrows.

    • To update the description for a grant type, update the value in the Description field.

    • To set a type as the default value, enable the Default Value setting.

    • To add a new type, select Add Row and enter the information. 

    • To delete a grant type, select Delete from the row actions menu.

    Additional References

    • Working with Grant Information
    • Esploro Research Grants for Reports
    • Working with the Esploro Research Hub
    • Configuring the Esploro Research Hub
    View article in the Exlibris Knowledge Center
    1. Back to top
      • Configuring Access Rights and Licenses
      • Configuring Asset Details
    • Was this article helpful?

    Recommended articles

    1. Article type
      Topic
      Content Type
      Documentation
      Language
      English
      Product
      Esploro
    2. Tags
      This page has no tags.
    1. © Copyright 2025 Ex Libris Knowledge Center
    2. Powered by CXone Expert ®
    • Term of Use
    • Privacy Policy
    • Contact Us
    2025 Ex Libris. All rights reserved