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    Configuring Project Management on the Research Hub

    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 below. For working with projects in the Research Hub see here. For configuring projects on the Research Portal see here.

    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 action menu button to the right of the field and 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
    • To show/hide the fields, switch on/off the toggle in the Active column.
    • To edit the field, select the action 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 action 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 action 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 action menu button to the right of the field, select Edit and then select Delete.

    For more information on code tables, see Code Tables.

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