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    Configuring Researcher Profiles

    This page describes how to configure researcher-profiles settings. For information on working with researcher profiles and configuring the research portal see General Settings for the Research Portal and Profiles

    For a video on configuring researcher profiles see here.

    User Authentication

    You can configure a default authentication method and profile that is used in the Researcher Profiles (Configuration Menu > Portal & Profiles > Researcher Profiles > User Authentication).

    User authentication window accessed from Researcher Profiles.

    User Authentication

    Based on the authentication profiles set up in the system, (SAML/CAS/LDAP) the relevant authentication profiles are displayed for the administrator to choose from as the default authentication option used in the researcher profiles. You can only set one option as Active.

    You can change the order of the fields in the column, and, for each field, you can enable/disable the field or change the field's label.

    If an asset does not have a value for a particular field, that field does not appear in the Researcher Profile regardless of whether or not you enable the field in this table.

    Profile Privacy Display Settings

    You can control which fields appear across all public researcher profiles including links, identifier types, area of expertise, research topics, and address types, using the Researcher Profile Management table found at Configuration Menu > Portal  & Profiles > Researcher Profiles > Researcher Profile Privacy Display Settings

    Researcher Details display page accessed from Researcher Profiles.

    Researcher Details Display Page

    For each field, you can select where the field is displayed. Select Publicly to always display in the public researcher profile. Select Signed in users only to display the field in the public researcher profile for signed-in users only. Select Only in private profile for a signed in user to view the values only in their own profile. For Display Contact Information and Display Metrics, the Never option is also available. Select Never to hide this information entirely, so that even researchers will not see it in their private profiles. The following table describes each section.

    Sections for Profile Privacy Settings
    Section Description
    Display Contact Information Configure privacy settings for researcher contact information in the profile, for example, email and phone.
    Display Identifiers Configure privacy settings for identifiers that display under the Global ID in the Overview section of the public profile, for example ORCID and ISNI. 
    Display Overview Configure privacy settings for the Overview section of the public profile, for example, links and education.
    Display Tabs Configure privacy settings for the tabs in the profile - Works, Awards, Projects and Activities.
    Display Awards List Configure privacy settings for the Awards list.
    Display Metrics Configure privacy settings for the Metrics section of the researcher profile – whether to enable the display of statistics about the total number of views, citations, and file downloads for all of the researcher's assets.

    Researcher Metrics - Profile.png

    For a video showing how to configure researcher profile privacy settings see here.

    Profile Activation Status (Activate Profile)

    You can enable the option for a Researcher to request activation/approval of their own Profile for display via the Researcher request to activate profile checkbox. This can be accessed from Configuration > Portal and Profiles > Researcher Profile Settings > Activation Status. See also the Researcher Settings section in the table for Researcher Profile Fields.

    Researcher request to activate profile checkbox is marked.

    Activate Profile 

    Profile Authorization

    Enable Creation of New External Organizations

    From Configuration > Portal and Profiles > Research Profiles Settings select the Enable creation of new external organization checkbox.

    Checkbox: Enable creation of new external organization.

    Enable creation of new external organization

    This enables researchers to add new external organizations (that do not exist in the list) to the following areas. :

    1. When submitting output in the profile for example in Related people and Related grants.
    2. In the Education and Affiliation sections of the Profile (accessed from Profile Settings > Affiliations). 
    3. When editing a project in Member Organizations and Members (Non Affiliated).
    4. When editing an activity in Member Organizations and Members (Non Affiliated).

    Enable Creation of CV

    From Configuration > Portal and Profiles > Research Profiles Settings select the Enable creation of CV checkbox.

    Enable creation of CV.

    Enable creation of new external organization

    This enables researchers to generate a CV based on their profile information (see here). For configuring CV management see here.

    Even when this option is disabled, administrators can still access the CV feature when editing the researcher profile. 

    Researcher Profile Affiliation Display

    You can control which levels to display under the profile image. From the Configuration menu select Portal and Profiles > Researcher Profile Settings.

    Researcher Profile Affiliation Display area.

    Settings for Researcher Profile Affiliation Display 

    Profile Field Update Status (Lock Fields for Editing)

    You can set whether to lock all/some fields for editing by researchers or leave all fields open for editing. 
    To configure these options select Configuration > Portal and Profiles > Researcher Profile Settings.
    The All fields open for input option is selected by default meaning that all fields are open for editing by researchers.
    Researcher profile settings with "Lock selected fields" option selected.
    Researcher Profile Settings

    Select Lock all fields (except for profile picture) to lock all fields for editing, except for the profile picture which can always be edited.

    Select Lock selected fields to display a list of fields to lock. By default all the fields are marked. Select a field to un-mark it and open it for editing.

    Researcher profile settings with the "Lock selected fields" option selected.

    Lock Selected Fields
    Locked fields will be visible on the profile but cannot be edited.
    ORCID Id on profile under Global Settings - with edit icon not active.
    Inactive Edit Icon for ORCID
    If the ORCID field is locked, researchers will not be able to manually enter their own ORCID. For information on working with ORCID in Esploro see ORCID in Esploro.
    Locked fields cannot be added to the profile. For example if the Wikidata field is locked, it will not appear in the drop down list when adding Global IDs.
    If specific fields are marked as locked, but the All fields open for input option is selected, then all fields (including the ones you marked as locked) will be opened for editing.
    Changes are only implemented after selecting Save in the Researcher Profile Settings page. 

    Profile Integration

    See Configuring Integration Profiles for details.

    Profile Search Results

    You can configure the profile search results from Configuration > Portal and Profiles > Researcher Profile Search Results Configuration.

    In the Search Scopes section you can define what appears in the profile search drop down for researchers.
    Window for configuring the search scope.
    Researchers Search Drop Down
    In the Facets section you can define what facets appear in the profile.
    Profile facets window.
    Display of facets in the researcher profile.
    Profile Facets

    Use the facets to filter and refine search results. Below is a list of the available facets.

    Code in Configuration Label in Portal Description
    researcher_internal_affiliation_start_date_facet Start Date Select a date range to filter results based on internal affiliation dates.
    researcher_internal_current_affiliation_code Current Affiliation Filter results by current internal organizational unit.
    researcher_topic_facet Researcher Topic Refine results based on the researcher topic.
    engagement_type_code_facet Engagement Type Refine results based on the Engagements field.
    researcher_affiliation_code_facet Affiliations Filter results based on all affiliations (current and previous).
    position_and_title_facet Position All available positions of the researcher
    internal_position_and_title_facet Internal Position Internal positions (current and previous)
    current_position_and_title_facet Current Position Current positions (internal and external)

    The Researcher Profiles tab enables the user to browse for researcher profiles according to their research unit. The esploro_org_unit_profiles_tab parameter (Configuration > General > Institution Settings) is set to true by default in order for this tab to appear when browsing research units. Changing it to false will remove the tab from the display.

    Researcher profile page with the Researcher Profiles tab highlighted.

    Searching Researcher Profiles per Research Unit 
    Configuring whether or not researcher Profiles in general appear in search results is controlled by the esploro_public_profiles_active parameter from Configuration > General > Institution Settings. If this parameter is set to false, users will not be able to search for researcher profiles.
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