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).

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.

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. 

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.

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.

Profile Authorization

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.

Profile Field Update Status (Lock Fields for Editing)

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.

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.

Profile Integration

See Configuring Integration Profiles for details.

Researcher-Search Configuration

You can choose whether to enable portal users to search for researchers, and the options that will be available to them when they perform a search for researchers.

Configuring whether or not portal users can search for researchers in general is controlled by the esploro_public_profiles_active parameter from Configuration > General > Institution Settings. When this parameter is set to true, portal users will find the option to search for researchers in the search bar. If this parameter is set to false, portal users will not have this option and thus will not be able to search for researchers.

You can configure the researcher-profile search at Configuration > Portal and Profiles > Researcher Profiles > Researcher Profile Search Results Configuration. This includes selecting the search scopes that will be available to users before they initiate a search, and the facets that will be available to them for filtering the results of the search after it is completed.

Configuring the Researcher-Search Scopes  

In the Search Scopes section, you can select which search scopes should be available in the dropdown list when searching for researchers in the portal. The scope specifies which fields in the researcher profile the system should consider when it searches for the search string entered by the user. For example, if the user selects All, then fields containing information about researchers' names, affiliations, and topics of research will be included in the search. If the user selects Name, only name fields will be included.

To include a scope in the dropdown list of options in the portal, under Search Scopes, turn the Active switch on.

Search Scopes with All, Name, and Affiliation Active, and Topic Inactive

Researchers Search Dropdown when All, Name, and Affiliation Are Active, and Topic Is Inactive

Configuring the Researcher-Search Facets

In the Facets section, you can define what facets appear alongside the results of a researcher search in the portal. The facets enable the user to filter and refine the search results in order to locate the researchers that are of interest to them.

To include a facet in the researcher-search results, under Facets, turn on the Active switch.

Profile Facets in the Portal

The following facets are available:

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)

Researcher Profiles Tab

The Researcher Profiles tab enables the portal user to browse for researcher profiles under the researchers' organizational units. In order for this tab to appear when users browse research units, it must be active in the Organizational Unit Tree settings (Configuration menu > Portal & Profiles > Research Portal > Organizational Unit Tree Configuration), under Tabs. For additional information about the Research Portal settings on this page, see Configuring the Research Portal.

Additional References

• Authentication for Esploro
• Working with Researchers
• General Settings for the Researcher Portal and Profiles
• Video: How to Configure Researcher Profile Privacy Settings According to Viewer (2 minutes)
• Working with the Esploro Portal and Profiles
• Configuring the Esploro Portal and Profiles