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 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.

Engagement Types

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.

Configuring Researcher Engagement Types

Configuring Researcher Titles

Configuring Opt-In Defaults for Researcher Letters

Additional References