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    Configuring Researcher Profiles

    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, select Never to remove the option from the private view of the profile. In this case, signed in users do not see the values on their own profile. 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, ISNI and VIAF.
    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.

    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 

    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).

    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
    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

    The Researcher Profiles tab enables the user to browse for researcher profiles according to their research unit. The esploro_org_unit_profiles_tab parameter 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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