Profile Management List

The list of profiles includes several columns:

• Status – Active/Inactive.  Only one profile per asset category/type can be active at a time
• Profile Code
• Profile Name
• Description
• Created by
• List actions
  • Edit – to edit the profile
  • View – to view the profile
  • Go to Form - to view the form as the researcher will see it

Adding New Profiles

Use the option “Add New Profile” at the upper right side of the profiles list to add a new profile. See the following section for an explanation of the Profile Details Page.

Out of the Box (OTB) Profiles

There is an OTB profile for each asset category and for several asset types: Journal Article, Book Chapter, Book, Event Poster and Event Presentation. The OTB profiles can be edited, or can be disabled if you create a locally defined profile instead. There cannot be two active profiles for a category or asset type.

Profile Details Page

The Profile Details page displays when you edit or view the profile.  The page is split into two sections:

• Profile Details – this section defines the general details of the profile
• Fields for Form – this section defines the deposit form fields

When you add a new profile enter the mandatory fields in the Profile Details section and invoke the “Save” action at the right-hand corner of the page.  Then the "Fields for Form" page will display with two fields – Title and Creators. The Title is a mandatory field and cannot be deleted.

Deposit Profile Details

• Profile Name -Use this field to describe the profile’s use
• Profile Code – This field must be unique. OTB profiles end with _OTB
• Profile description – Use this field to describe the profiles use more fully.
• Asset type – this field is required select an asset type from the list. An asset type cannot have more than one active profiles.
• Deposit policy – this field lists the deposit policy available for this profile. Select a single policy from the list of available policies that display.
• Instructions – this field displays to the Researcher at the top of the deposit form. There is no limit to the field size, but we recommend that the instructions be clear and concise.  The field is translatable.

Fields for Form

The fields in the researcher deposit form are divided into sections. The division into sections is controlled by the system and cannot be changed. See the table below for a list of fields per section.  The configuration therefore does not include a list of sections – only a list of fields. The order of the sections within each profile is determined by the order of the fields.

The list of fields has the following columns:

Drag and Drop- use this column to drag and drop fields and change where they display on the deposit form. 

Field Row Number– this defines the order of the fields and subsequently the order of the sections.  

Enabled – this indicates if the field is active and displays in the deposit form or not.

Field – this is the field name as it appears on the Asset Form in the Research Information Hub.

Text on Form – this is the name that displays in the Researcher Deposit Form.

Mandatory for Submission – this indicates if the field has been configured as mandatory. If a field is mandatory the deposit cannot be submitted unless the field is present.

Section – this is the section that the field belongs to and is not configurable. See a full list of sections below.

Row action list 

o    Edit - edits the definition of the field.  Refer to the following section for an explanation how to edit a field. 

o    Delete – deletes the row.

Add and Edit Field

Use the “Add Row” action to add a field to the profile.  The Add and Edit pop-up windows have the same fields.

Field – the field name and section to which it is mapped; non-configurable.

Text on form –this is the name that displays on the Researcher Deposit Form. 

Hint – hint text for the field.  This will display under the field in the form and should be concise.

Mandatory for Submission - checkbox to indicate if the field is mandatory.

Section Help 

Each section has a dedicated "Help text" field. Add this field using "Add Row" and selecting "Help text" from within the section. The help text always displays at the beginning of the section and can contain text and html links.  

List of Sections and Fields within each Section

Section Name	Field Name	Notes
Creators and Contributors
	Creators
	Contributors
	Group Authors
Citation
	Title
	Sub-title
	Translated title
	DOI
	Article Number
	Handle
	PMID
	PMCID
	Publication Title
	Volume
	Issue
	Pages
	Series
	Series Number
	Publication version	This is a temporary field and is not saved in the database.
	Date Posted	Displays for publication version "Posted to a preprint site".
	Number of Pages
	Edition
	Date Submitted	Displays for publication version "Submitted to a publisher".
	First Online Publication	Displays for publication version "First online publication".
	Date Accepted for Publication	Displays for publication version "Accepted for publishing".
	Date Published	Displays for publication version "Published".
	Publication Place
	Publisher
	Subtype
	Size
Description
	Abstract
	Additional subjects	This field includes both keywords and research topics.  For sites that use ANZ see the section below on ANZ field configuration.
	Coverage
	Audience
	Technical Information
	Methods
	Table of Contents
	Additional Description
	Education Level
	Instructional Method
	Spatial
	Sustainability Goals (UNSDG)	Code table
Dates	Availability date
	Copyright date
	Date completed
	Opening date
	Performance date
	Date presented
	Date updated
	Date issued
	Date valid
	Date collected
	Date created
	Date other
Additional Identifiers	Identifiers that are active in the configuration table "Asset Identifier Display" can be selected from a menu on the deposit form.
License and Access Rights	License
	Copyright statement
	Access rights policy
	Open access status
More	This section contains active Local fields.
Other Information	Alternative title
	Other title
	Language
	Format
	Duration
	Peer review
	Open access article
Location	Address
	Coordinates
	Region bounds
Related Research Output	This section contains asset to asset links
Related Grants	Related grants
	Grant note
Publication Details	eISBN
	Publication ISBN
	Publication eISBN
	Publication ISSN
	Publication eISSN
	NLM abbreviation
	Publication DOI
Conference	Conference name
	Location
	Number
	Date
Event	Event name
	Type
	Number
	Date
	Location
Patent	Patent number
	Kind code
	Status
	Agency
	Application number
	Number abbreviation
	Document number
	Unpaginated pages
	Illustrations
	Date application
	Date renewed
Teaching and Learning	Course name
	Course number
	Typical learning time
	Mobile compatibility
	Source code availability

Section Names

Section names can be customized in Configuration > Portal & Profiles > Labels >  Researcher Deposit Form Sections.  The section names are shared by all deposit profiles.

ANZ Field Configuration

Customers that use ANZ Subject classifications can configure which of the three available fields will display in the Researcher Deposit in the table Researcher Deposit ANZ Configuration. This table lists the three possible fields, Fields of research, Socio-economics and Type of activity.

If all three fields are left active then all three fields and keywords will be included in the deposit form, if only one field is left active then that field and Keywords will be included in the deposit form.

• Article last edited: DD-Mmm-YYYY