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    Configuring Asset Details

    To configure Esploro, you must have the Configuration Manager role.

    Configuring Asset Attachment Types

    You can configure which attachment types (description) to choose when adding an attachment to an asset on the asset's attachment tab. You can configure this in the Asset Attachment Description configurations from the Asset Attachment Description code table (Research > Asset Details > Attachment Types).

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    Asset Attachment Descriptions Code Table

    Configuring the Asset Note Types

    You can configure the types of notes, such that notes added to an asset will categorized by type in the asset's Internal Notes tab, using the Notes Type code table (Research > Asset Details > Note Types).

    For more information about code tables, see Code Tables in the Alma documentation.

    Notes Type Table.png

    Configuring the Asset Fields Display on the Viewer

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    Research Delivery Metadata Profile Code Table

    Configuring Research Asset File and Link Types

    You can configure the types of files and/or links that can be associated with research assets on the Asset File and Link Types List page (Configuration Menu > Research > Asset Details > File and Link Types). For example, you can enable or disable labeling an upload or a link as a ReadMe file.

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    Asset File and Link Types List

    You can add, activate/deactivate, edit, or delete types on this page.

    To add a type:
    1. On the Asset File and Link Types List page, select Add Link Type and enter or select (all fields are mandatory):
      • Code – A unique code.
      • Name – A unique name to appear in the drop-down list.
      • Applicability – Whether the type can be selected for files, links, or both.
      • Asset Categories/Types – Select the categories for which this type is available. Select All for all categories. Note that all types appear on the generic form.
    2. Select Add Row.

    Configuring Asset to Asset Relationships

    You can configure the asset to asset relationships that are available to connect assets to one another (in the Relationships section) using the Asset to Asset Relationship List page (Configuration > Research > Asset Details > Asset to Asset Relationship).

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    Asset to Asset Relationship List Page

    On this page you can activate or deactivate a relationship, or you can edit a relationship.

    To edit a relationship:
    1. Select Edit in the row actions list. The Edit Relation pane appears. You cannot edit the relation type.

      asset_to_asset_relationship_list.png

      Edit Relation Pane
    2. Optionally edit the relation name.
    3. In Display Applicability, select In Administrator View only to display the relationship when adding/editing an asset, or select Never to hide the relationship.
    4. Select one or more asset categories/types for which this relationship can be added, or select All to enable adding this relationship to any asset category. If you remove a category, existing assets with this relationship continue to have the relationship until you remove them. Note that all relationships appear on the generic form.
    5. When you are done, select Save.

    Configuring Local Asset Fields

    You can define up to fifteen (New for June!) free text fields that will be added to every asset in the Local Field Names page (Configuration Menu > Research > Asset Details > Local Field Names). Use these fields to enable additional information not available in any of the other sections. You can enable or disable each field. To edit the field label (name), select Edit in the row actions list for that field.

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    Local Field Names Mapping Table

    Configuring Additional Identifiers

    You can configure additional identifiers (New for June!) to associate to your assets from the Asset Identifier Display mapping table (Configuration Menu > Research > Asset Details > Asset Identifier Display). When configuring additional identifiers, you can change the name in Description column.
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    Asset Identifier Display Mapping Table

    Configuring DOI Agencies

    For more information about DOIs in Esploro, see Digital Object Identifier (DOI) Registration.

    You can enable or disable integration with DOI registration agencies on the DOI Configuration page (Configuration Menu > Research > External Systems > DOI Integration).

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    DOI Integration

    A DOI contains a prefix that is assigned to your institution by the agency and a suffix, The suffix can have its own prefix that is unique for each asset category. The rest of the suffix is a unique number representing the asset. You can select the number of digits in the number and starting number for your assets.

    For example, if the prefix assigned to your institution is 10.ABC, and you configure your suffix's starting number to be 1, your suffix padding to be 8, your suffix prefix label to be data, then the first DOI that Esploro generates is 10.ABC/data.00000001.

    Currently, Esploro can integrate with Crossref and DataCite. You can enable or disable integration with an agency and you can edit a configuration.

    When integrating with Crossref, assets of type Publication > Journal Article or any Conference type cannot be registered for a DOI.
    To edit integration with an agency:
    1. Select Edit in the row actions list. The agency's integration details page appears.
    2. Edit the fields on the page:
      When set to No and the Update DOI Registration Agency - Research Assets job runs, Esploro sends to the DOI registration agency only changes to non-migrated assets that were registered with the DOI registration agency.
      • Registration Agency (read only)
      • Crossref registration name (Crossref only, mandatory) – The name of the account manager as registered in Crossref.
      • Repository name (Crossref only, mandatory) – A name that you would like to call your repository. Crossref uses this name in its interface as the database in which to hold datasets. This name is only used for dataset deposits.
      • Email (Crossref only, mandatory) – An email address to which to send updates about the status of registration requests sent to Crossref. With DataCite, Esploro uses an API. As a result, Esploro displays the status of the registration immediately on the page after the request is made. With Crossref, Esploro sends the request using a less immediate interface. If there is a quick response, Esploro displays the result on the page. Otherwise, Crossref sends updates on the status of the request to the email address that you enter in this field.
      • Asset Categories/Types (mandatory) – The asset categories/types for which you enable this agency. You can select multiple categories or types, or select All to enable the agency for all categories or types.
      • DOI prefix (mandatory) – The prefix assigned to your institution by the agency. This should start with 10.
      • Account ID (mandatory) – Your institution's repository ID as registered in the agency.
      • Account password (mandatory) – Your institution's repository password as registered in the agency.
      • Suffix starting number (mandatory) – The first suffix number to use when creating DOIs for your institution with this agency. Enter digits only. If a DOI with this suffix number already exists, Esploro will use the first available number larger than this number that is not already in use. A value of 0 cannot be used as the suffix starting number. A value of 0 cannot be used as the suffix starting number.
      • Padding – The length, in digits, of the suffix, including the automatically generated sequence number. Any unused digits in the suffix are replaced with zeroes. Enter a single digit only (between 1 and 9).
      • Use environment – Select whether to actually register the DOIs with the agency (Production) or whether you are testing the profile (Test) using the agency's test environment. You cannot migrate DOIs (see below) in a production environment when this profile points to the test environment.
      • Update DOIs of migrated assets – When set to Yes and the Update DOI Registration Agency - Research Assets job runs, the job includes changes to all assets that were registered with the DOI registration agency, including migrated assets that hold DOIs that were registered by your institution. For these assets, the job updates the DOI registration agencies with these assets' metadata and also updates these assets' URLs in the agencies to resolve back to Esploro. Note that these changes cannot be undone.
      • Allow researchers to reserve DOIs – Enable/disable researchers to reserve DOIs on their own by selecting Yes or No on the Allow researchers to reserve DOIs radio button.

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        Allow Researchers to Reserve DOIs

      For example, if the prefix assigned to your institution is 10.ABC, and you configure your suffix's starting number to be 1, your suffix padding to be 8, and your suffix prefix label for this asset category to be data (not yet developed by Ex Libris; coming soon), then the first DOI that Esploro generates for assets of this category is 10.ABC/data.00000001.

    3. For each category, or for groups of categories, enter an optional suffix label (a prefix for the suffix). For each label:
      • Select one or more asset categories/types.
      • Enter the suffix label using any of the following characters: a-z A-Z 0-9 . - _ ; ( ) /

      You can add, edit, and delete labels.

    4. When you are done editing, select Save.

    Configuring Handle Server Integration

    You can configure the Handle server integration to allow you to add handle identifiers to assets. (For more information on adding handle identifiers to assets, see the Asset Details section on the relevant Adding Staff-Mediated Research Deposits - Publication page.)

    You configure the Handle server integration from the Handle Server Integration page (Configuration > Research > Asset Details > Handle Server Integration).

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    Handle Server Integration
    To configure handle server integration:
    1. Select the Active checkbox to activate the integration.
    2. In the Profile Name field, enter a profile name.
    3. In the Naming Authority Prefix field, enter the naming authority prefix as assigned to you by the Handle System.
    4. In the Suffix field, enter a suffix to be added to the handle identifier.
      Esploro does not automatically add characters such as a slash or colon, so if you want the output to be: http://hdl.handle.net/10536/DRO/DU:30028653, the prefix should be: 10536/DRO/ and the suffix: DU:.
    5. In the Sequence Start field, enter a number from which the handle identifiers should start.
    6. Select Save.

    The handle server integration is configured.

    Configuring Date Types

    You can configure the date types appearing for each asset category when creating or editing an asset from that category (Configuration Menu > Research > Asset Details > Date Type Mapping). For more information about code tables and mapping tables, see Mapping Tables in the Alma documentation.

    Configured Date Type Categories
    To configure date types:
    1. On the Esploro Dates Types mapping table, on a row corresponding to a date type that you want to configure, in the Source1 Text field, type one or more of the following categories. Note that multiple categories must be separated by a comma and with no spaces:
      • ALL
      • conference
      • creativeWork
      • dataset
      • etd
      • etdexternal
      • interactiveResource
      • other
      • patent
      • postedContent
      • publication
      • software
    2. Click Save.

    Configuring Contributor Types

    You can configure the list of contributor types that appears when adding or editing a contributor to a research asset or deposit. You can configure different contributor types for each asset category. In addition, you can map DataCite contributor types to the types that you define.

    You configure contributor types on the Contributor Type Labels code table (Configuration Menu > Research > Asset Details > Contributor Type Labels) and Contributor Type Mapping mapping table (Configuration Menu > Research > Asset Details > Contributor Type Mapping). For more information about code tables and mapping tables, see Code Tables and Mapping Tables in the Alma documentation.

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    Contributor Type Labels

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    Contributor Type Mapping
    To configure contributor types:
    1. On the Contributor Type Labels code table, add, edit, delete, enable, or disable contributor types. You can select contributor types in drop-down lists in the next step. You can also change the order of the types in the drop-down lists. Many contributor types appear out-of-the-box.
    2. When you are done, select Configure.
    3. On the Contributor Type Mapping mapping table, each row contains a contributor type code, the asset categories/types for which they appear (when an administrator is adding or editing contributors for an asset of that category) and the DataCite code equivalent that maps to this code. You can add, edit, delete, enable, or disable rows. If you add a row, ensure that a row with the same code does not already exist. When editing a row:
      • Contributor code – The contributor type. You can't edit this field. If you must edit this field, delete the row and create a new one.
      • Asset types – Enter one or more of the following values, separated by commas (values are case-sensitive):
        • ALL – The contributor type appears for all all asset categories/types. If you enter this value, all other values are ignored.
        • generic – The contributor type appears for all asset types when a specific form for that type is not defined.
        • Any category code listed in Research Asset Categories and Types.
      • DataCite Mapping – Select the DataCite field that maps to this contributor type.
    4. When you are done, select Save.

    Configuring ETD Project Types

    For ETD deposits/assets, you can configure the types of ETDs that can be deposited (dissertation, capstone, and so forth) on the Project Types code table (Configuration > Research > Asset Details > Project Types). For more information about code tables, see Code Tables.

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    Project Types

    You can add, edit, or delete rows. When adding, enter the code and name of the type.

    Configuring ETD Degrees

    For ETD deposits/assets, you can configure the degrees that can be associated with ETDs on the ETD Degree Names mapping table (Configuration > Research > Asset Details > ETD Degree Names). For more information about mapping tables, see Mapping Tables in the Alma documentation.

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    ETD Degree Names

    You can add, edit, or delete rows. When adding, enter the code and name of the degree, and select the degree level (undergraduate, graduate, or doctoral).

    Configuring ETD Degree Programs

    For ETD deposits/assets, you can configure the degree programs that can be selected when adding or editing the ETD on the ETD Degree Program Codes code table (Configuration > Research > Asset Details > ETD Degree Program Codes). For more information about code tables, see Code Tables in the Alma documentation.

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    ETD Degree Program Codes

    Select Add Row to add additional programs. You can edit the program names, reorder, disable, or enable the programs.

    To delete a programs, select Delete in the row actions list.

    Configuring Esploro Asset Subtypes

    New for September! For research assets, you can configure the Esploro asset subtypes from the Esploro Subtypes Mapping code table (Configuration > Research > Asset Details > Esploro Subtypes Mapping). For more information about code tables, see Code Tables in the Alma documentation.

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    Esploro Asset Subtypes

    Configuring Patent Statuses

    For research assets, you can configure the patent status from the Patent Status code table (Configuration > Research > Asset Details > Patent Statuses). For more information about code tables, see Code Tables in the Alma documentation.

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    Patent Statuses
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