Configuring Researcher Details

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This page describes how to configure researcher details in Esploro. For information about creating and managing individual researcher records in Esploro, see Working with Researchers. For information on configuring the various parts of the research information Hub, see Configuring the Esploro Research Hub.

Configuring Researcher Engagement Types

Configuration managers can configure the types of researcher engagements that can be associated with individual researchers in the research repository. These are used to indicate various types of engagements in which a researcher is available to take part, such as whether the researcher is designated as an expert in a particular field, or is available to give media interviews. The engagement types are configured in the Researcher Engagement Types List table (Configuration Menu > Researchers > Researchers > Researcher Engagement Types).

Configuring Engagement Types for Assignment to Researches.

Configuring the Researcher Engagement Types

Using the Enabled switch, configuration managers can configure which engagement types appear in the Researcher Engagement Type dropdown list when adding an engagement type to a researcher in the Researcher Details.

Dropdown list of Engagement types from which admins can choose when assigning engagement types to researchers.

Researcher Engagement Type Dropdown List

Whether these engagement types are displayed in researchers' Profiles is configured in the Researcher Engagement Types Display in Profile table; see Configuring Display of Researcher Engagement Types in the Portal, below.

Configuring Display of Researcher Engagement Types in the Profile

Configuration managers can configure the types of researcher engagements that can be displayed in researchers' Profiles in the Researcher Engagement Types Display in Profile table (Configuration Menu > Researchers > Researchers > Researcher Engagement Types Display in Profile), under Display.

Configuring which Engagement Types can appear in researcher profiles.

Configuring which Researcher Engagement Types Can Appear in Researcher Profiles

Configuring the names of these engagement types is done in the Researcher Engagement Types List table; see Configuring Researcher Engagement Types, above.
Researchers can choose to hide some or all of the engagement types that are set to display in their Profile; see Managing Researcher Profiles.

Configuring Researcher Titles

To configure the titles, you must have one of the following roles:

Administrator
User Administrator

You can configure researcher titles (honorifics), such as Mr., Prof., and so forth. The titles are available when adding or editing researchers (see here). Titles are also available for Esploro letters (see here).

You configure the titles on the User Titles code table (Configuration > Researchers > Researcher Titles). For more information about code tables, see Code Tables.

User Titles code table.

User Titles Code Table

You can add, edit, and delete titles. You can select the order they appear in the drop-down list and the default selected title.

Configuring Opt-In Defaults for Researcher Notifications

To configure Esploro notification opt-ins, you must have the following role:

Configuration Manager

Administrators can configure the default opt-in settings for researcher notifications. Changes made to this table automatically apply for all new users created after the change. For existing users, these changes only apply if the user's selected notification list was not changed before customizing the table.

The opt-in notification settings of individual researchers can be modified in the Hub in the researcher's record, in the Researcher Details section, by selecting the Researcher Notifications option (see Working with Researchers). Researchers can also modify these settings for themselves in their private Profiles (see Managing Researcher Profiles).

These settings can also be modified for groups of users using SIS feeds (see Student Information Systems) or bulk user updates (see Updating Researchers in Bulk), in accordance with organizational policies.

You configure the default notification opt-in settings at Configuration > Researchers > Default Researcher Settings under Email Settings.

Table in which the default researcher-Notification settings are set for the organization.

Default Researcher Notification Opt-In Settings

For each of the following notification types, under Default value, select True (opt-in) or False (opt-out):

Mediated Deposit Approved - Notifies the researcher that an asset that was added by an administrator for which they appear as a creator or contributor was approved. The letter sent for this notification is the Research Deposit Action Letter (see Configuring Esploro Letters).
Researcher Deposit Approved - Notifies the researcher that an asset that they submitted was approved. The letter sent for this notification is the Research Deposit Action Letter (see Configuring Esploro Letters).
Researcher Deposit Returned - Notifies the researcher that an asset that they submitted was returned by the administrator. The letter sent for this notification is the Research Deposit Action Letter (see Configuring Esploro Letters).
Researcher Usage Statistics - Sends the researcher asset-usage statistics for the previous month.
Researcher ETD Usage Statistics - Sends the researcher ETD usage statistics for the previous month.
Researcher New Assets Added To Profile - Notifies the researcher of new assets that were added to their Profile.
Researcher New Url identifier - Notifies the researcher that a new URL Identifier was generated for their Profile.
Send Asset to ORCID - Notifies the researcher that an asset for which they appear as a creator or contributor was pushed to ORCID.
Researcher Approval Notification - Sends the researcher a list of all the assets associated with the researcher that were found by a run of Smart Harvesting, for the researcher to approve or reject.

For information about enabling or disabling notifications entirely, see Configuring Esploro Letters. Note that notifications for which the letter is disabled are not sent, even if the researcher is opted-in for them.

Configuring the Default Publication Language

The Default publication language field is in the Researcher Profile tab of the researcher record. You can select the default value for this field for researchers in your organization at Configuration > Researchers > Default Researcher Settings under Other Settings.

Knowledge Assistant

Configuring the Default Publication Language

Additional References