Configuring Researcher Details

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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 the types of researcher engagements that can be associated with individual researchers in the research repository. These are used to indicate various types of engagements in which a researcher is available to take part, such as whether the researcher is designated as an expert in a particular field, or is available to give media interviews. The engagement types are configured in the Researcher Engagement Types List table (Configuration Menu > Researchers > Researchers > Researcher Engagement Types).

Configuring Engagement Types for Assignment to Researches.

Configuring the Researcher Engagement Types

Using the Enabled switch, configuration managers can configure which engagement types appear in the Researcher Engagement Type dropdown list when adding an engagement type to a researcher in the Researcher Details.

Dropdown list of Engagement types from which admins can choose when assigning engagement types to researchers.

Researcher Engagement Type Dropdown List

Whether these engagement types are displayed in researchers' profiles in the portal is configured in the Researcher Engagement Types Display in Profile table; see Configuring Display of Researcher Engagement Types in the Portal, below.

Configuring Display of Researcher Engagement Types in the Portal

Configuration managers can configure the types of researcher engagements that can be displayed in researchers' profiles in the portal in the Researcher Engagement Types Display in Profile table (Configuration Menu > Researchers > Researchers > Researcher Engagement Types Display in Profile), under Display.

Configuring which Engagement Types can appear in researcher profiles.

Configuring which Researcher Engagement Types Can Appear in Researcher Profiles

Configuring the names of these engagement types is done in the Researcher Engagement Types List table; see Configuring Researcher Engagement Types, above.
Researchers can choose to hide some or all of the engagement types that are set to display in their profile; see Managing Researcher Profiles.

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 Opt-In Defaults for Researcher Letters

To configure library notices opt-ins, you must have one of the following roles:

Configuration Manager

Administrators can configure the default opt in for researcher letters. 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. The settings can be changed for specific researchers (Manage Researchers > Affiliated > Edit > Researcher Notifications). You can also disable these notifications at the individual user level, or groups of users using SIS feeds (see Student Information Systems) or bulk user updates (see Updating Researchers in Bulk), according to organizational policies.

You configure the default notifications by navigating to Configuration > Researchers > Researcher Notice Opt In.

Notifications Op in Page

You can configure the following notifications. For more information about configuring letters in Esploro see Configuring Esploro Letters.

Mediated Deposit Approved - Assets created by administrator that were approved (where the researcher is defined as creator/contributor - part of the Research Deposit Action Letter)
Researcher Approval Notification Letter - Lists all the assets that were found by Smart Harvesting, for the researcher to approve or reject.
Researcher Deposit Approved - Assets created by researcher that were approved (part of the Research Deposit Action Letter)
Researcher Deposit Returned - Researcher deposits that were returned by the administrator (part of the Research Deposit Action Letter)
Researcher Usage Statistics - Statistics for asset usage from the previous month
Researcher ETD Usage Statistics - Statistics for ETD asset usage from the previous month
Researcher New Assets Added To Profile - Notify researchers of new assets that have been added to their profile.
Researcher New Url identifier - Notify on generating new URL Identifier
Send Assets to ORCID - Notify regarding assets pushed 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.

Knowledge Assistant

Additional References