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    Configuring Imports

    Importing Research Grants in Bulk

    You can import research grants into Esploro in bulk from external systems (Research Management > Grants > Import Research Grants).

    To bulk import research grants manually:
    1. From Import source, select the FTP or File radio button.

      Import Grants.png

      Import Research Grants
    2. Do one of the following:
      • If you selected FTP: From the FTP connection dropdown menu, select an FTP connection and in the Sub directory text field, type a sub directory name, and click Run.
      • If you selected File: From the Upload file field, upload a file from your hard drive and click Run.

      The job is displayed as Running in the Running tab of the Monitor Jobs screen.

    To bulk import research grants as a recurring scheduled job:
    1. In the Job Parameters section, from Status, select Active.

      Loaders_Job Parameters.png

    2. In the Schedule field, select when you want the job to run.
    3. Click Save.

    Importing Non-Affiliated Researchers in Bulk

    You can import non-affiliated researchers into Esploro in bulk from external systems (Researchers > Researchers > Import Non-affiliated Researchers).

    To import non-affiliated researchers:
    1. From Import source, select the FTP or File radio button.

      Import Non-Affiliated Researchers.png

      Import External Organizations
    2. Do one of the following:
      • If you selected FTP: From the FTP connection dropdown menu, select an FTP connection and in the Sub directory text field, type a sub directory name, and click Run.
      • If you selected File: From the Upload file field, upload a file from your hard drive and click Run.

        The job is displayed as Running in Running tab of the Monitor Jobs screen.

    To bulk import research grants as a recurring scheduled job:
    1. In the Job Parameters section, from Status, select Active.

      Loaders_Job Parameters.png

    2. In the Schedule field, select when you want the job to run.
    3. Click Save.

    Mapping Assets

    You can configure the asset integration process, SWORD Integration, and ETD Admin Migration, by using the mapping tables (Configuration Menu > Repository > Integrations > Assets Import Mapping).

    Assets Mapping.png

    Assets Mapping

    The tables that can be configured are:

    • Converis to Esploro Asset Type Mapping
    • Migration to Esploro Affiliation Mapping
    • Migration to Esploro Asset Publication Language Mapping
    • Migration to Esploro Asset Type Mapping
    • Migration to Esploro Awarding Academic Unit Mapping
    • Migration to Esploro Contributor Type Mapping
    • Migration to Esploro Degree Codes Mapping
    • Migration to Esploro ETD Degree Program Mapping
    • Migration to Esploro File Types Mapping
    • Migration to Esploro License Mapping
    • Migration to Esploro Project Type Mapping
    • Migration to Esploro Rights Mapping
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