Skip to main content
  • Subscribe by RSS
  • Ex Libris Knowledge Center

    Configuring Researcher Details

    This page describes how to configure researcher details in Esploro. For working with researchers in Esploro see here. For information on configuring the various parts of the research information hub see here.

    Configuring Researcher Engagement Types

    Configuration managers can configure researcher engagement type fields for the researchers in the research repository. These are used to record various engagements that a researcher can be associated with, such as whether a research is designated as an expert in a particular field, or is available to give media interviews. (Configuration Menu > Researchers > Researchers > Researcher Engagement Types).

    Configuring the Researcher Engagement Types
    Using the Enabled switch, configuration managers can configure which engagement types will be displayed on the Researcher Engagement Type dropdown menu when adding an engagement type field to a researcher. In addition, the Default Value radio button can be selected to set default value, and configurations can be deleted by clicking Delete.
    Setting Engagement Types for Public Engagement Purposes - Deleting an Engagement Configuration.png
    Deleting an Engagement
    A maximum of engagement types that can be configured in the Researcher Engagement Types mapping table, and the Code and Description can be configured as needed.

    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 Researcher Notices Opt-In

    To configure library notices opt-ins, you must have one of the following roles:
    • User Administrator
    • General System Administrator
    For users who do not want to receive certain notifications, an administrator can opt these users out of these notifications. You can disable these notifications at the individual user level, or groups of users using SIS feeds or bulk user updates, according to organizational policies.
    You configure the default notifications by navigating to Configuration > Researchers > Researcher Notice Opt In
    Notifications opt-in page.
    Notifications Op in Page
    You can configure the following notifications. For more information about the individual letters, see Configuring Esploro Letters.
    • Mediated Deposit Approved
    • Researcher Deposit Approved
    • Researcher Deposit Returned
    • Researcher Usage Statistics
    • Researcher ETD Usage Statistics
    • Researcher New Assets Added To Profile
    • Researcher New Ur identifier
    • Send Assets to ORCID
    You can enable/disable notifications in the Enabled column.
    Select True or False in the Opt in by default column to configure whether users are opted into/out of the letter by default. True means that users are opted in by default. You can overide this setting for a specific user by navigating to the Researcher Management page (Researchers > ) and editing .
    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 letters list was not changed before customizing the table.

    Configuring Default Researcher Settings

    You can configure the default values for researcher notifications for all new researchers. In addition, you can configure the default language for all new researchers. See Default Publication Language and Researcher Notifications in Managing Researchers to modify the values for an individual researcher.

    You configure both of these on the Default Researcher Settings page (Configuration Menu > Researchers > Researchers > Default Researcher Settings).

    Default Researcher Settings.

    Default Researcher Settings
    • For each notification type, select True or False to set the default value for the notification for all new researchers.
    • Select the default language for all new researchers.

    When you are done, select Save.

    • Was this article helpful?