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

    Configuring Researcher Profiles

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

    User Authentication

    You can configure a default authentication method and profile that is used in the Researcher Profiles (Research > Researcher Center > User Authentication).

    User_Authentication.png

    User Authentication

    Based on the authentication profiles set up in the system, (SAML/CAS/LDAP) the relevant authentication profiles are displayed for the administrator to choose from as the default authentication option used in the researcher profiles. You can only set one option as Active.

    You can change the order of the fields in the column, and, for each field, you can enable/disable the field or change the field's label.

    If an asset does not have a value for a particular field, that field does not appear in the Researcher Profile regardless of whether or not you enable the field in this table.

    Labels

    You can view and change the labels in the Researcher Profile in a series of code tables in Configuration > Research > Researcher Center > Labels.

    researcher_portal_labels_code_tables.png

    Researcher Center Labels Code Tables

    Open each code table by selecting Customize in the row actions list. Locate the label that you want to change, modify the description, and select Customize. The other features on these code tables (add, enable, disable, move up/down, and default value) have no meaning and no effect. Do not delete any rows.

    Researcher Deposit

    New for February! You can control the display of asset types on the Researcher Deposit form using the Researcher Deposit Configurations page (Research Configuration Menu > Researcher Profiles > Researcher Deposit Configuration). 
    Researcher deposit configurations asset types.png
    Researcher Deposit Configurations Page
    You can select one of the following asset type options:
    • Frequently used - This list is automatically calculated weekly from those asset types used the most often.
    • Suggested only - When selecting this option, you can restrict the asset types the researchers can select to only those that you define. This option is particularly helpful for institutions doing national assessments. 
    • Suggested on top - As with the Suggested only option, the suggested options are pre-defined, but the suggested items display at the top of the drop-down list, with the entire list appearing below.. 
    • Default sort - The complete list, sorted alphabetically.
    The configuration is at the institution level and cannot be set by individual departments or researchers.  When selecting Frequently used or Suggested on top, the asset types at the top of the list appear again in the general list below.

    Branding

    As an administrator you can configure the color theme of your institution's researcher profiles, header, and footer. This includes uploading your logo (on light or dark backgrounds to match different displays) and color palettes to define the color theme of the researcher profiles. For information on optimizing brand logos for use in Exlibris products, see our logo guidelines here.

    Enabling Profile Theme Configuration by Researchers.png

    Enabling Profile Theme Configuration by Researchers
    To enable profile theme configuration:
    1. From Alma, navigate to (Research > Researcher Profiles > Branding).
    2. In the Branding Management section, attach a logo (maximum size of 10 MB), define your color palettes, and define your elements. Colors defined in the Color Palettes section must be defined according to their six character hex value.

      Enabling_Profile_Theme_Configuration_by_Researchers.png

      Researcher Profile Customization Configuration

    3. Click Save.

    Researcher Details Display

    You can control which fields will appear across all public researcher profiles (including links, identifier types, area of expertise, research topics, address types, etc.), using the Researcher Details table found in Research Configuration Menu > Researcher Profiles > Researcher Details.

    Researcher Details Display.png

    For each field, you can select whether the field will display in the public researcher profile.

    Research Portal Configuration

    You can control various aspects of the Asset page and Headers and Footers with the Research Portal Configuration page (Research Configuration Menu > Researcher Profiles > Research Portal Configuration).

    Header Footer Tab

    To configure the header and footer of the Esploro page, select the Header Footer tab. 

    Asset Essentials Header Footer.png

    Header/Footer Tab

    To display the Sign In link in the header, select Include sign-in in the header.

    The remaining sections, Header, Footer, and Social Media, allow you to add, delete, activate, inactivate, reorder, or configure. the link that appears in the header or footer. To configure, select Configure from the row action menu. 

    The Footer section includes two types of records: Titles and Entries. Titles are static text intended as a header for a column of links. Entries include a URL and are clickable links.

    The Social Media Links section allows you to add a link to your organization's various social media pages. The link is not intended for sharing the page being viewed.

    Asset Page Tab

    Most sections of the Assets page are addressed on the Asset Page tab of the configuration page. In the first section, which includes sections 2-7 on the Asset page, you can enable or disable each section and reorder the sections by using the drag and drop function. Selecting the default state and the preview height will be active in an upcoming release.

    Research Portal Configuration Asset Page tab.png

    Asset Page Configuration

    To configure the Details section, which corresponds to section 7 on the Asset page, select Configure from the row action menu of the Details line. This allows you to add, remove, and reorder the items that appear in the Details section of the page. The Delimiter field at the top of the section allows you to define the delimiter that is displayed between each value in the section.  

    Asset Page configuration Details section.png

    Asset Page Configuration - Details Section

    To configure the Metrics section, which corresponds to section 5 on the Asset page, select Configure from the row action menu of the Metrics line. This allows you to activate or deactivate the items that appear in the Metrics section of the page. 

    Asset Page configuration Metrics section.png

    Asset Page Configuration - Metrics Section

    Asset Essentials Tab

    In addition to the sections controlled from the Asset Page tab, the Essentials section, which corresponds to section 1 on the Asset page, is configured on the Asset Essentials tab. The fields can be enabled, disabled, or reordered.

    Asset Essentials Configuration.png

    Asset Essentials Tab

    Within this list, you can also select the Configure row action for more information about Authors (esploroCreators) and Identifiers.

    The Creators row has additional information regarding the Show author details section of the Asset page. 

    Asset Essentials Creators Configuration.png

    Asset Essentials - Creators

    For Identifiers, you can add, delete, or reorder the Identifiers shown on the Asset page.

    Asset Essentials Identifiers.png

    Asset Essentials - Identifiers

    Those items with the Linkable indicator will be displayed as a clickable link.

    Asset Actions Tab

    New for February! You can configure which export actions will appear in the Export Asset section of the Asset Page. Each option that is set to active will be displayed. You can also define which options appear for sharing. 

    Research Portal Configuration Actions tab.png

    Actions Tab
    • Was this article helpful?