Configuring Institution Settings
This page describes how to configure institution settings in Esploro. For information on configuring the various parts of the research information hub see here.
Multi-Lingual Data Elements
You can set the default language and additional languages that will be used in Esploro. To configure these values, open the Multi-Lingual Data Elements page (Configuration Menu > General > Institution Settings > Multi-Lingual Data Elements).
Select the default language from the drop-down list. Then select additional languages from the multi-select list.
Configuring Default Researcher Settings
You can configure the default values for researcher notifications for all new researchers. For details see here.
Research Jobs Configuration
You can activate and deactivate Esploro scheduled jobs. You do this from the Research Jobs Configuration page (Configuration > General > Institution Settings > Research Jobs Configuration):
To activate or deactivate a job, select the appropriate radio button for a job and select Save. To run the job immediately, select Run Now.
Users with both the Configuration Manager and Media Mentions Manager roles can configure the Media Mentions loader job. Currently, the loader runs only for the Retriever format with a RSS URL. You can define the run time in the Schedule field, the status of all incoming records in the Load all records as field, and enter the feed URL in the URL of the feed for the loader field. The options in the Load all records as field are Approved for display in portal and profiles, which is the default, Approved only for display in portal, Approved only for display in profiles, and Pending approval. Although some of the statuses indicate that approved records will display in the portal and/or profiles, the media mentions do not currently display in the portal or profile. If these options are selected when the records are loaded, they will appear in the correct pages when display of media mentions begin on the portal and profile.
Once activated, the Media Mentions Loader job is active in the scheduled jobs on the Monitor Jobs page.
Configuring Citation Sources
Esploro supports recording citation counts for research outputs from several sources. Before you can import citation counts for research outputs, you must verify that you have a license for the data for each source. This is configured on the Citations Sources page (Configuration > General > Institution Settings > Citation Sources):
To configure a source, select the More Actions button, select Customize, and change the parameter to true. Select Save.
The source you set to true is now available to be selected from the Load Citation Metrics page (Repository > Load Citation Metrics). For more information, see Loading Citation Metrics.
Configuring Other Institution Settings
The following figure shows the Esploro customer parameters that you can configure (Configuration Menu > General > Institution Settings > Institution Settings).
The following list describes the settings that you can configure in the Institution Other Settings:
| Parameter Key | Parameter Value |
|---|---|
| esploro_add_asset_affiliation | true/false – Controls whether the affiliations of affiliated researchers matched with a creator/contributor on an asset are automatically added to the asset's affiliations when importing assets using the CDI Import Profile or Smart or Smart Harvesting. |
| esploro_date_format | Sets the date format displayed on the research portal. |
| esploro_enable_researcher_deposits |
Controls whether researchers can make their own deposits. When set to true, researchers can make their own deposits. When set to false, researchers cannot make their own deposits. |
| esploro_ETDadmin_date |
Controls the population of dates when receiving a deposit from ETD Administrator. The following options are available:
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| esploro_ETDadmin_records |
Controls the status assigned to deposits when receiving a deposit from ETD Administrator:
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| esploro_ip_list_to_exclude_usage | Stores IPs to exclude from being recorded in usage. |
| esploro_suppress_display_if_no_assets |
Controls the default display of the researcher profiles when they have no assets to show:
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The following list describes the settings that you can configure in the General Other Settings:
| Parameter Key | Parameter Value |
|---|---|
| campus | Not for use. |
| code_and_mapping_table_log_retention_period |
Specify the number of days per which changes made to the Code or mapping tables are stored in Esploro. This helps you know what configuration changes were made, and by whom, for audit purposes. The default is 0 (data is not stored), and you can change it to any number of days. When the value is higher than 0, then when changes are made to the Code or Mapping tables, Esploro stores these changes as events. Events include the user that made the change, the table where the change was made, and the action (new row, row update, row deletion). Full details of the change are not stored. You can then run a report of these events via Esploro Analytics. |
| default_language | The default language of the user.
The default value should not be edited.
|
| disable_ideas_link | Enable (true) or disable (false) the Suggest an Idea link in the persistent menu. See The Persistent Menu. |
| display_additional_holding_fields_in_getit | If set to true, displays additional holdings information on the Get It tab in Primo. For more information, see Displaying Additional Holdings Information. |
| display_alternative_call_number_in_getit |
If set to true, displays the alternative call number information on the Get It tab in Primo. Alternative call number = item call number |
| display_consortia_urls_link | If set to true, the Change Institutions drop-down list appears when viewing/choosing your current location, allowing you to switch institutions in a collaborative network. See Switching Between Institutions. |
| display_full_user_name_in_more_info | If set to true, the full user name is displayed for the operator information displayed in information pop-up windows. When set to false (default), the primary ID is shown. |
| display_getit_target_in_new_window | If set to true, displays the Get It target in a new dialog box. |
| display_isbn_13_in_predefined_result | If set to true, displays the 13 digit ISBN number on the PO line description and PO line list. If set to false, the standard 10 digit ISBN number is displayed in all places. See Manually Creating a PO Line. |
| display_viewit_target_in_new_window | If set to true, displays the View It target in a new dialog box. |
| email_contact | Not in use. |
| email_contact_us | The email addresses (in a format such as mailto: helpdesk@university.edu) or URL (http://...) to which the Contact Us link is directed. For more information, see Configuring Letter Labels. |
| email_deposit_contact | Not in use. |
| email_deposit_sender | Not in use. |
| email_my_account | The email addresses (in a format such as mailto: helpdesk@university.edu) or URL (http://...) to which the My Account link is directed. For more information, see Configuring Letter Labels. |
| email_sender | Not in use. |
| enable_new_walk_me | See GuideMe Frequently Asked Questions (FAQ). |
| force_location_selection_on_login | If set to true, the system will open a dialog box during logon, requiring staff users to specify their physical location. Otherwise, the system will automatically set the physical location to the user’s last specified location. |
| multi_campus_inventory_management | If set to true, displays the Inventory Network Groups link in the configuration menu; see Configuring Distributed Access to Electronic Resources. Before implementing this feature, consult with Ex Libris. |
| open_consortia_link_options | Controls what happens when switching institutions (see Switching Between Institutions):
|
| page_size | The number of records to show in all of the lists in the system. Maximum is 20. |
| primo_patron_info_updatable | If set to true, allows users to update their patron information from Primo. |
| primo_pds_url | The URL that Esploro uses to get bor-info from PDS when getting a View It/Get It request from Primo. It must be the same URL as the one Primo uses to call PDS (or Primo's authentication gateway). For more information, see Identify Patrons to Provide Relevant Services. |
| primo_service_page_url | Determines the base URL that is used to receive a service page direct link to the title when using the Esploro Service Page APIs. For more information on this service, see https://developers.exlibrisgroup.com/alma/integrations/discovery/services_page. |
| primo_test_pds_url | Enables Alma to work with two different PDS systems. If the Primo View It/Get It template is configured to env_type=test, Alma uses the test PDS. For more information, see Delivery Subsystem. |
| publishing_base_url | For information on this parameter, see the Retrieve Bib Record API documentation on the Developer Network. This parameter should be in the following format:
http://<primo server host: port>/openurl/<primo_institution_code>/<primo_view_code>?
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| retrieve_services_from_NZ | (For members of a collaborative network implementing a Network Zone) If set to true, any OpenURL request to the Alma Link Resolver consults the Network Zone to resolve electronic services for resources that are managed in the Network Zone and available for the institution. See Resolving Electronic Resources in the Network Zone. |
| rss_discovery_url | The URL of the discovery system (such as Primo), set at the institution level. For details, see RSS Publishing. |
| smsDateFormat | Not in use. |
| standard_sandbox_override_link | Configure the URL of your Standard Alma Sandbox instance. To configure, enter the full path (including Protocol) of an override link for the Standard Sandbox of your institution. Note: This is not required, and will not work, for customers with Premium Sandbox. |
| system_time_format | Set the time format (without dates) for time displays throughout the Esploro user interface. Use the following characters, separated by blanks, commas, hyphens or colons:
For example:
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Enter one or more three-letter currency codes for the currencies that should not appear with a decimal point/decimal point value. For example, if you do not want decimal points/decimal point values to appear for the Japanese Yen or Korean Won, enter the following: JPY,KRW With this parameter configured, the following cases do not display decimal points/decimal point values:
The following out-of-the-box letters check for the truncate-decimal_fraction_amount configuration:
Note that if you have manually edited any of these files to include additional price, fine, and/or cost information, you can either restore the letters; or you can manually modify these letters to not display decimal points/decimal point values. This can be achieved by adding syntax such as the following:
<xsl:value-of select="substring-before(fee, '.')">
There is a known issue where fine and fee information appears on the Overview tab for My Library Card when this customer parameter is configured. This will be fixed in a future release.
The following areas continue to display decimal points/decimal point values even when you customize the truncate_decimal_fraction_amount customer parameter:
Note that Analytics provides an option to hide decimal point values by using the Column Properties setting.
Note that Excel provides an option to hide decimal point values by using the Format Cells setting.
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| view_historical_loans_in_primo | Enables historical loan information to be sent to Primo. For more information, see Displaying Historical Loans in Primo. |