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    5. Configuring the Esploro Research Hub
    6. Configuring Project Management on the Research Hub

    Configuring Project Management on the Research Hub

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    1. Research Project Types
    2. Project Description Types
    3. Project Local Field Names (Additional Fields)
    4. Project Statuses
    5. Project Identifiers
    6. Project Attributes
    7. Additional References
    To configure Esploro, you must have the Configuration Manager role.
    You can customize the options available for researchers on their profile and for administrators within the Research Hub, when they add or edit projects (see Managing Projects). This is done by updating the configuration tables described below. For additional information, see Working with the Esploro Research Hub and Configuring the Research Portal and Profiles.

    The Projects feature is only available to Esploro Advanced Edition customers.

    Research Project Types

    Project Type is one of the fields that appears when adding or editing a project.

    To configure the values and display of the Project Type field:
    Navigate to Configuration > Research Administration > Projects > Research Project Types. The Research Project Types code table appears.

    research_project_types.png

    Research Project Types
    • To add a new field, select Add Row.
    • To enable/disable the fields, switch on/off the toggle in the Enabled column.
    • To reorder fields use the Move Up/Move Down arrows.
    • To select a default value for the field, select the Default Value button.
    • To delete the field, select the row actions menu button to the right of the field and select Delete.
    For more information on code tables, see Code Tables.

    Project Description Types

    Projects can include multiple text areas in which different types of project descriptions can be entered. For example, they may have a General description and a specific description of the Methods employed by them. These descriptions can be added and managed in the hub or by researchers in their profiles in the portal. The General description appears in the portal in both the short description of the project that appears in the search results, and the full project page. Other descriptions appear only in the full project page.

    You can enable or disable project description types, change their display names, create additional types, and delete existing types. The order in which the description types appear in the configuration is the order in which they appear in the full project page in the portal.

    To configure project description types:

    Navigate to Configuration > Research Administration > Projects > Project Description Types. The Project Description Types code table appears. 

    Project Description Types Table.

    Project Description Types Code Table
    • To add a new description type, select Add Row.
    • To enable/disable a type, switch on/off the toggle in the Enabled column.
    • To reorder the types, drag their Drag icon. icons up or down.
    • To delete a type, select the row actions menu button to the right of the field, and then select Delete.

    For more information on code tables, see Code Tables.

    Project Local Field Names (Additional Fields)

    Additional Fields appear when adding or editing a project. When configuring these fields, they are referred to as Local Fields.

    To configure the values and display of the Local Fields:
    Navigate to Configuration > Research Administration > Projects > Project Local Field Names. The Local Field Names code table appears. 

    project_local_field_names.png

    Project Local Field Names Table
    • To show/hide the fields, switch on/off the toggle in the Active column.
    • To edit a field, select the row actions menu button to the right of the field, select Edit from the row actions menu and then update the Name.
    For more information on code tables, see Code Tables.

    Project Statuses

    Project Statuses appear when adding or editing a project.

    To configure the values and display of the Project Status fields:
    Navigate to Configuration > Research Administration > Projects > Project Statuses. The Project Statuses code table appears.

    project_statuses.png

    Project Statuses
    • To enable/disable the fields, switch on/off the toggle in the Active column.
    • To reorder fields use the Move Up/Move Down arrows.
    • To update the Code and/or Description, overwrite the values in those fields.
    • To select a default value for the field, select the Default Value button.
    • To delete the field, select the row actions menu button to the right of the field, select Edit and then select Delete.
    For more information on code tables, see Code Tables.

    Project Identifiers

    Project Identifiers appear when adding or editing a project.

    To configure the values and display of the Project Identifier fields:
    Navigate to Configuration > Research Administration > Projects > Project Identifiers. The Project Identifiers code table appears.

    project_identifiers.png

    Project Identifiers
    • To enable/disable the fields, switch on/off the toggle in the Active column.
    • To reorder fields use the Move Up/Move Down arrows.
    • To update the Code and/or Description, overwrite the values in those fields.
    • To select a default value for the field, select the Default Value button.
    • To delete the field, select the row actions menu button to the right of the field, select Edit and then select Delete.

    For more information on code tables, see Code Tables.

    Project Attributes

    Project Attributes appear when adding or editing a project.

    To configure the values and display of the Project Identifier fields:
    Navigate to Configuration > Research Administration > Projects > Project Attributes. The Project Attributes code table appears.

    project_attributes.png

    Project Attributes
    • To enable/disable the fields, switch on/off the toggle in the Active column.
    • To reorder fields use the Move Up/Move Down arrows.
    • To update the Code and/or Description, overwrite the values in those fields.
    • To select a default value for the field, select the Default Value button.
    • To delete the field, select the row actions menu button to the right of the field, select Edit and then select Delete.

    For more information on code tables, see Code Tables.

    Additional References

    • Working with Projects
    • Configuring Projects on the Portal
    • Working with the Esploro Research Hub
    • Configuring the Esploro Research Hub
    View article in the Exlibris Knowledge Center
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      • Configuring Researcher Details
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