Header Settings

You can do the following in this tab:

Header

In the Header section, you can define various parts of the header, as described below.

Header Configuration

• ENTITIES: This section defines the entities that display in the header drop down menu, as well as on the homepage of the Portal. Examples of entities are Works, Researcher Profiles, Research Collections, Projects, etc. To display an entity in the Portal, enable the Active button. You can change the order of entities by dragging and dropping.
  Entities will only display if they contain data.

• CUSTOM LINKS: Here you can configure up to five custom menu links to display in the Portal header, as well as on the dropdown menu on the right of the page. You can include links in the header by selecting Configure from the row actions menu and then selecting the Include in header checkbox.

Custom Links

Footer Settings

In this section you can control logos and copyright for the footer.

Footer

The Footer section includes two types of records: Titles and Entries. Titles are static text intended as a header for a column of links. Entries include a URL and are clickable links.

Social Media

The Social Media Links section enables you to add a link to your organization's various social media pages. The link is not intended for sharing the page being viewed.

Unit Homepage-Tab Visibility

If you want to include a Homepage tab, in addition to selecting the option here, under Tabs, you must also set up the homepage of each organizational unit for which you want to have a homepage. This is done in the organizational unit's settings (Research Management > Manage Organizational Units); if you specify there that it should have a visible homepage (in the Visibility section, select Display unit homepage), the Homepage tab in the Portal becomes active. The contents of the homepage should also be configured in the organizational unit's settings. For additional information, see Working with Organizational Units.

In the Portal's Organizational Unit Tree, units that are configured to have homepages are marked with a Homepage icon (). 

Optional Homepage Sections

Two optional sections can be added to the organizational units' Homepage tab:

• Unit Collections – Links to collections that are associated with the unit (in the Academic unit field of the collection settings – see Working with Collections).
  Below the links to the unit's collections is a Browse more collections link that takes the user to the institution's Collections browsing page. This is the same link that appears in the Featured collections section of the organization's homepage (see Working with Collections). The text of the link can be modified in the Research Portal table (Configuration menu > Portal & Profiles > General Settings > Labels > Research Portal).
• Unit in Numbers – Unit metrics: outputs produced by researchers in the unit, and how many times they were viewed and downloaded. Note that these metrics are derived from Esploro Analytics data, and are updated once a day.

To activate or deactivate these sections, under Tabs, in the row actions of the Homepage tab, select Configure. The Homepage Configuration section is added to the page.

Select Active for the sections you want to include in the unit's homepage. If you choose to display both sections, you can change the order in which the sections appear in the tab. To do so, in the Homepage Configuration section of the Organizational Unit Tree settings, drag the Move icon () of one of the sections up or down.

The Descriptions of these sections can be modified in the Esploro Portal Org Unit Tree Section Labels table (Configuration Menu > Portal & Profiles > General settings > Labels).

General Settings

Search Fields

Search Filters

Asset Types

Configuring the Sort Options

The Sort by field of the asset search-results page can be configured: Sort types can be activated or deactivated, and the order in which they appear in the dropdown list can be changed. The first item in the Sort list is used as the default sort type for the asset search-results. The Portal user can manually change the sort type using the Sort by drop down list in the search-results page.

Configuring the Facet Options

Facets enable users to filter and refine search results by selecting properties that the assets in the search results must have, such as specific authors or resource types.

Configuring the Asset Display Settings

The following settings affect the display of the asset descriptions in the asset search-results page:

• Display group authors – Enable to include group authors in the list of authors.
• Filter out Creators with the following roles – Select one or more roles to that will not be listed.
• Display creator's role – Enable to display the role next to the author's name.
• Display Altmetrics – Clear the checkbox to remove the Altmetrics badge (#1 in the illustration below) from the search results display and the output list on Profiles. It remains active for the Full view, if configured. (For information on configuring Altmetrics to display in the Full view, see Metrics Settings, in the description of the Asset Page tab, below. To enable display of the Altmetric badge in the output list on the Profile, separately from the Portal, change the customer parameter Always_Display_Altmetrics_in_Profiles to True.)
• Display Identifiers – Clear the checkboxes to remove the following identifiers from the search results:
  • Display DOI (#2 below)
  • Display PMID
  • Display PMCID
  • Display ISBN

Abstract and Keywords Settings

In the Abstract and Keywords region of the Asset Page tab, you can use the Active toggles to choose which components to include in the Abstract section of the Asset page, and drag the Move icons () to change the order in which they appear.

Abstract and Keywords Region

Abstract Section of the Asset Page, Displayed in Accordance with the Configuration Settings in the Illustration Above: Subjects (#1), Description (#2), and Keywords (#3)

When the Subjects and Keywords sections appear one after the other in the configuration settings, they are combined in the Asset page. For example:

 

Files and Links Settings

The File and Links section of the Asset page in the Portal gives users of the Portal access to the asset itself, either in files that are uploaded to Esploro or via links to the relevant material. 

In the Files and Links region of the Asset Page tab, you can use the Active toggle of the Open URL setting to choose when Esploro shold send OpenURL requests to Alma. An OpenURL request attempts to locate the asset in the organization's library holdings by sending an OpenURL request to Alma (see OpenURL Resolving in the Alma Developer Network).  When this option is inactive, Esploro does not send an OpenURL request to Alma. When the option is active, Esploro continues on to the next two configuration options: "Never send OpenURL for" and "Always send OpenURL for". Asset types that are included in the first configuration, "Never send OpenURL for" will never generate OpenURL request regardless of whether or not the asset includes files or links. Asset types that are included in the second configuration "Always send OpenURL for" will always generate an OpenURL request. Asset types that are not included in either configuration, will generate OpenURL queries when there are no Esploro files or links. 

Details Settings

In the Details region of the Asset Page tab, you can use the Active toggles to choose which properties of the asset to include in the Details section of the Asset page, and drag the Move icons () to change the order in which they appear. In addition, you can change the fields that are displayed for each property, and even choose to display multiple fields for a single property. 

Changing the Fields that Are Displayed for a Property

You can change the field that is displayed in the Details section for each asset property (Label), and add additional fields to the property. If you choose to display more than one field for a single property, you can also choose the characters to use to separate the fields in the display. For example, you could include the copyright date and copyright text together, under the label Copyright, and separated by a semicolon (;). 

To modify the fields that are displayed for an asset property:

1. In the row of the property you want to modify, in the Actions menu, select Configure. The Edit Fields dialog box opens.
   
   
2. To add an additional field to the property, do the following:
   1. Select Add Field.
   2. In the Sub-elements search box, select the field to add.
   3. Select Add. The field is added to the list of fields that are to be included in the property. 
      
      
3. To remove a field from the list, in the Actions menu of the field, select Delete, and then confirm the deletion.
4. When the list of fields is as you want it, select Save. The Edit Fields dialog box closes, and the Details region in the Asset Page tab is updated. 

To change the separator between multiple fields that are displayed for one property (label):

1. At the top of the Details region, under Delimiter, enter the character(s) to use as separators between multiple fields.
2. Select Apply.

Details Section of the Asset Page with Two Fields for the Copyright Property (#1 and #3), Separated by a Semicolon as the Delimiter (#2)

Displaying the Title and Subtitle on One Line, Separated by a Colon 

It is possible to display the Title and Subtitle fields on one line, separated by a colon (regardless of the separator that is selected in the Delimiter field).

Title and Subtitle on Separate Lines (Default)

Title and Subtitle on One Line, Separated by a colon (:)

 

To display the Title and Subtitle fields on one line, separated by a colon:

• Use the Title:Subtitle field in one of the following ways:
  • Deactivate the Title and Subtitle properties, and activate the Title:Subtitle property. In this case, the label of the property in the Details section will be Title:Subtitle.
    
    
     
  • Replace the Title field of the Title property with the Title:Subtitle field, and deactivate the Subtitle property. In this case, the label of the property in the Details section will be Title.
    
    

Options for Displaying a List of Creators

A number of properties are available for displaying a list of the asset's creators in its Details section:

• Creators – The role of each creator, and the first affiliation specified for them, are displayed. Any additional affiliations are not displayed in the Portal.
• Creators - without role – The roles of creators are not displayed, but all of their affiliations are displayed.
• Creators - without affiliation – The roles of creators are displayed, but their affiliations are not displayed.
• Creators - only name – The names of the creators are displayed, but their roles and affiliations are not displayed.
• Creators - institution only – The roles of creators and their affiliations within the institution are displayed, but affiliations outside the institution are not displayed.
• Creators - all affiliations – The roles of creators and all their affiliations are displayed.
• Creators - all affiliations, without role – All the affiliations of creators are displayed, but their roles are not displayed.

You can choose to include any of these versions of the list of creators in the Details section by adding them to the list of active properties for the section, as explained under Details Settings, above. As their names indicate, the differences between these options relate to whether each creator's name appears in the list with or without certain information:

• Roles – When a role is defined for a creator, if it is displayed, it appears in parentheses after the creator's name.
• Affiliations – When one or more affiliations are defined for a creator, if they are displayed, they appear after the creator's name and role. Depending on the option selected, all affiliations may be displayed, only those that are related to your institution, or only the first affiliation specified for the creator.

Asset Details in the Portal Showing a List of Creators with Their Roles and All Their Affiliations Displayed

You can also include the list of Contributors in the Details section. When this list is included, it displays the roles and all the affiliations of the contributors.  

Deleting Properties

Properties can be removed from the list by deleting them. Deleted properties can be returned to the list by adding them.

To delete a property:

• In the row of the property you want to delete, in the Actions menu, select Delete.

To return a deleted property to the list:

1. At the top of the list, select Add Field. The Add Field dialog box opens.
2. Under Add Field, select the property you want to return to the list.
3. Select Save, and then confirm the selection. The property is added at the bottom of the list.

Metrics Settings

• Usage – Data about views and downloads of the asset from the Portal.
• Altmetric – Data about online attention and activity related to the asset, with links to the Altmetric page, where addition details can be seen.
• Web of Science – Citation counts for the asset from the Web of Science, with a link to the relevant Web of Science page. (The link is only included if Web of Science is integrated with Esploro; see Web of Science Integration.)
• Scopus – Citation counts for the asset from Scopus.

Metrics Section of the Asset Page (With Links to the Web of Science and Altmetrics Pages)

InCites Highlights Settings

InCites is a citation-based evaluation tool by Clarivate for analyzing institutional productivity and benchmark output. For more information, see InCites Benchmarking & Analytics.

In the InCites Highlights region of the Asset Page tab, turn the Active toggle on to display the InCites highlights section in Asset pages. In the row actions menu, select Configure to choose which InCites data should be included in the InCites highlights. Note that the order in which the selected data is displayed in the section of the Asset pages is fixed and cannot be modified.

In order for an InCites highlights section to appear in an Asset page, the following is required:

1. You must be an InCites customer.
2. The output must have a Web of Science ID.
3. Ex Libris support must have activated the schemas you select in this section (Citation Topics, ESI research areas, Web of Science research areas).
4. The Incites metrics job must have run (see InCites Integration).

UN Sustainable Development Goals (SDGs)

You can choose whether to include the UN Sustainable Development Goals (SDG) section in Asset pages in the Portal. SDG is a UN initiative that encourages the setting of global research goals that promote prosperity while protecting the planet. For additional information about it, see Sustainable Development Goals.

In order for a UN Sustainable Development Goals (SDG) section to appear in an Asset page, one of the following must be true:

• SDG information was manually added to the asset in Esploro (see SDG Information from the Asset Record, below).
• SDG information was imported into Esploro from InCites (see SDG Information from InCites, below).

If both of these are true, the section appears, and the manually added information is given precedence; the InCites data is not displayed in the Portal. When only the second condition is true – there is only data from InCites – the InCites data displays in the Portal, and InCites is shown as the source (see SDG Information from InCites, below.)

Related Media

You can choose whether to include the Related media section in the full asset page in the Portal. When activated, this section displays any media mentions that have been associated with the asset via the Media Mention page. For information about managing media mentions in Esploro, see Working with Media Mentions.

Export Selected/Export Options

You can configure which export actions appear in the Export Asset and Export Selected dialog boxes when the user selects Export in the Asset or Search Results page of the Portal. Each option that is set to Active is included in the dialog box of the Export Asset. If active, RIS, BibTeX, RefWorks and Citation will be included in the Search Results page.  Drag the  icons up or down to change the order in which the options appear in the Portal.

Some of the options can be configured, as explained below.

Citation Option

The Citation option enables the user to create a citation for an asset in the style of their choice, and copy it to their clipboard. When it is active, the Citation option appears in the Export Asset dialog box. After selecting this option, the user can select the style they want from the Citation style dropdown list. You can configure which citation styles are available for the user to choose. By default, Esploro includes a number of common styles. You can add additional styles. Any citation style that has been defined with the Citation Style Language (CSL) and is stored in GitHub's CSL Style Repository can be added. For more information on citation styles, see Managing Citation Styles for Primo VE. See also Configuring Citation Sources.

Selecting the Style of an Asset Citation in the Portal

 

To select the citation formats to make available in the Citation style list:

1. In the Export table of the Asset Actions tab, in the Citation row, select Configure from the row actions menu. The Citation Styles List page opens.
   
   
2. For each style, in the list, you can choose whether to make the style available on the Portal or not. To do so, from its row actions menu, select Edit. The Citation Style page opens. 
   
   The Enabled field controls whether the style is included in the list of options in the Portal: select True to include it, or False to remove it from the list. Select Save to save the setting.
   
    
    
3. To add an additional citation style that is not in the list, in the Citation Styles List page, select Add. A box appears, in which you can configure the new style.
   
   You can use citation styles that have been defined with the Citation Style Language (CSL) and stored in GitHub's CSL Style Repository. The Code is the name from the GitHub list, without the format extension. The Label is free text. Select Add to add the style.
   
   If the code you enter is not recognized, a message appears with a link to the site where you can view the list of valid codes.
   
   
4. When you have finished configuring the settings in the Asset Actions tab, select Save.

Share Options

You can configure which share actions appear in the Share dialog box when the user selects Share in the Asset page of the Portal. Each option that is set to Active is included in the dialog box. Under State, you can choose whether the option the user selects opens in a pop-up window or as a new tab in the browser. Drag the  icons up or down to change the order in which the options appear in the Portal.

Activity Tabs for Display Section

In this section, you can choose up to three Activity tabs to include in researcher Profiles and what categories of activities should be included in each tab (see Choosing the Categories to Include in Each Tab, below.

The Description of each tab is its label in the Portal. It can be changed in the Research Profile code table; see Changing the Descriptions of Activity Tabs, below.

• Turn on the Active toggle. 

• Drag their  icon up or down. 

Activity Display Categories Section

In the Activity Display Categories section, you can filter out categories of activities so that they do not appear in public Profiles. Researchers can still deposit and edit activities in these hidden categories when they are logged into their private Profiles. Categories that are excluded from public Profiles do not appear in the public Profiles even if they appear under Categories to Display in the Activity Tabs for Display section.

• Under Non-Visible Activity Categories, select the categories to exclude from public Profiles. 

Activity Page Section

In the Activity Page section, you can choose which fields to include in the activity information displayed in researcher Profiles. 

In the Active column, enable or disable the fields to display in Profiles. 

You can configure the Course Information and Associated Researchers by selecting Configure from their row actions menus.