Configuring the Research Portal

Working with the Research Portal Configuration Page

You can configure various aspects of the research portal in the Research Portal configuration page. This page includes a number of tabs, each of which contains settings for specific parts of the research portal. When you first open the page, you do so by selecting the tab you want to see when the page opens: Configuration Menu > Portal & Profiles > Research Portal > [desired tab]. Once you have the page open, you can open any of the other tabs without leaving the page. When you have finished configuring the settings in the page, select Save to implement them in the research portal.

Header/Footer Tab

To configure the header and footer of the Esploro page, navigate to Configuration > Portal and Profiles > Research Portal > Header and Footer Configuration, or, when the Research Portal page is already open, select the Header/Footer 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

Homepage Tab

In the Homepage tab you can configure the sections that display on the portal homepage . You can can activate/deactivate and reorder all the sections except for home page essentials. To access this page, navigate to Configuration > Portal and Profiles > Research Portal Configuration and select the Homepage tab.

The sections are described below.

Section	Description	Image
Homepage Essentials	Configure the main items that display on the homepage. Homepage Essentials by default is at the top of the page and is the only homepage section that cannot be reordered. Select Configure in the row actions menu for home.page.actions. The options are listed below.
Homepage Essentials - Search	Enable the homepage search (1 in the image). If this is disabled, the search bar will not display on the homepage. There is an additional search bar in the header (2 in the image) that cannot be disabled.
Homepage Essentials - About	From the row actions menu for home.page.about, select Configure. You can provide a title and a short description of what visitors can expect to find in this portal. The title and description display on the homepage.
Homepage Essentials - Scopes and links	From the row actions menu select Configure. Here you can enable/disable scopes and change the order for the Output search. The following scopes are available: All - Search the entire repository. You cannot disable the All scope. Open Access ETDs - Electronic Thesis and Dissertation   Faculty Output - Enables searching within works created by affiliated researchers only. This scope excludes ETDs from the results without the need to apply a "Resource type" facet. The selected scopes also display as links under the About section on the homepage. You can determine the order for both the drop down menu and the links by dragging and dropping. You can add more links that will display to the right of the existing scope links. Select Add new link and enter the information, including the URL that the user will go to when clicking the link. The added links display to the right of the selected scope links. You can add up to four new links. Links can be enabled/disabled, but you cannot change their scope, which is defined by the URL that was entered for the link.
Homepage Essentials - Entities	At the bottom of the homepage essentials are direct links to general search pages for example Output, Researcher Profiles, etc. These links are inherited from the Header Footer tab (Entities section), and appear in both the Entities section in the Homepage as well as in the drop down menu in the header.	​​​​​ Homepage Essentials Header Drop Down Menu
Homepage Essentials - Pictures	Add up to five images in the image carousel that displays to the right of the About text. If no images were uploaded, the carousel will not appear in the portal. Images must be stored locally (cannot be linked to another site). An image size can be up to 1MB. The image format must be .jpg or .gif.
Statistics	Displays the various statistics of the site.
Top Ten	Enables to showcase sets of up to 10 assets. There are three pre-configured sets and you can add up to three itemized sets. To enable display of a set on the homepage, select Configure from the row actions menu and then select the checkbox next to the relevant set/s. You can update the label if needed, for each set. The three predefined sets are: Most recently added assets - the ten most recently deposited assets (including manual deposits only).   Most viewed/downloaded files - the ten assets with the highest count of file views/download.    Most viewed assets (metadata view) - the ten assets with the highest count of views The above predefined sets do not include assets suppressed from the portal. If you encounter issues with the display of these predefined sets, please contact Esploro Support. In addition, you can display assets from itemized sets that you created (up to three asset sets displayed on the Homepage in total). Provide a title for the set and select the assets to display. If a set is empty, it is not displayed on the Homepage.  The label size is limited to 20 characters (to avoid issues with text wrapping).
Works Added	Displays the number of works published by year.  In order for this Works Added section to display correctly, you need to activate the Regular update of asset counts for use by the system job. This job will then run automatically on a weekly basis and will update the chart.
Download Map	Displays the locations from where assets where downloaded.
Custom Link Sections	You can add up to 5 custom link sections. Each section is displayed separately on the homepage. Each link must contain a title and URL. In addition, you can add an image to the link.  Custom Link Each section contain up to 2 links. When adding the first link, you have an option to select the Add second custom link checkbox.  For a video on this topic see How to Add Custom Links to your Homepage.
Featured Researchers	Add featured researchers to the homepage. You can only feature researchers with an active public profile (Researchers > Manage Researchers > Researcher > Edit > Researcher Settings). See Working with Researchers for more information.
Featured Collections	Add featured collections to the homepage. See Working with Collections for more information.

Search Tab

This section describes the various options in the Search tab. Note that in order to enable the homepage search you need to activate it from the Homepage Essentials - see Homepage Tab.

You can configure the search entities that appear in the portal search bar. To do this, navigate to the page at Configuration > Portal and Profiles > Research Portal Configuration  > Search and enable the relevant option.

The Outputs option is enabled by default and cannot be disabled. The Researchers option will appear if profiles were enabled, and there are active researcher profiles. For more information see Profile Search Results. The Projects option can be enabled/disabled. For information on configuring searching for projects, see here. The labels that appear can be changed in the Research Portal Search table (Configuration > Portal & Profiles > Labels > Research Portal Search).

You can reorder the search fields by dragging them up or down.

You can control the labels (placeholder text) that display in the search bar - see Labels for more information.

When searching from the drop down menu, you can control the scope of the search (see Homepage Tab).

Asset Advanced Search Tab

To configure the advanced search, navigate to Configuration > Portal and Profiles > Research Portal Configuration and select the Asset Advanced Search tab. The following sections appear:

General Settings

To activate the advanced search, in General Settings select the Activate advanced search? checkbox.

Activate advanced search? checkbox

Search Fields

You configure which fields to search on from the Search Fields section.

Search Fields

To delete any of the search fields, select Delete from the row actions menu.

To add a new field, select Add Index.

Add Index

To enable local fields searching, you need to set them at Configuration > Repository > Local Field Names.

Enable Local Field

The local field name that appears in the portal is the one configured from Portal and Profiles > Labels > Research Portal Search Index Names.

Search Filters

You can customize the Resource type and Start/End date filters for the portal.

Resource type and Start/End date

To have the Resource Type and Start and End Date search filters appear on the portal, you must enable them at Portal & Profiles > Research Portal Configuration > Asset Advanced Search > Search Filters. 

Search Filters

To configure the options that are available for the Resource type search filter in the portal, select Configure from the row actions menu.

Asset Types

To add a new Resource type select Add Asset Type.

Add Asset Type

Asset Search Page Tab

You can configure the Sort by options (#1 in the illustration below), the facet display (#2), and display settings for the asset (#3) of the asset search-results page.

To configure these features, navigate to Configuration Menu > Portal and Profiles > Research Portal > Asset Search Page Configuration, or, if you already have the Research Portal page open, select the Asset Search Page tab. 

Asset Page Tab

•  Metrics
• Abstract
• Files and links
• Related content
• Details

• Navigate to Configuration Menu > Portal & Profiles > Research Portal > Assets Display Configuration, or, if the Research Portal page is already open, select the Asset Page tab.

• In the Active column, toggle its button.

• Drag the Move icons () of the sections up or down in the table.

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:

 

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. 

Asset Page Configuration - Details Region

Details Section of the Asset Page

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.
    
    

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

In the Metrics region of the Asset Page tab, you can use the Active toggle to choose which metrics should appear in the Metrics sections of Asset pages:

• 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 (only available if Web of Science is integrated with Esploro; see Web of Science Integration)

Asset Page Configuration - Metrics Region

Metrics Section of the Asset Page (With Links to the Altmetrics Page)

Asset Essentials Tab

In addition to the sections configured from the Asset Page Tab, you can configure the metadata from the Asset Essentials tab. The fields can be enabled, disabled, or reordered. To access this page,  navigate to Configuration > Portal and Profiles > Research Portal Configuration and select the Asset Essentials tab.

Within this list, you can also select the Configure row action for more information about Authors (esploroCreators) and Identifiers.

The Creators row has additional information regarding the Show author details section of the Asset page. 

For Identifiers, you can add, delete, or reorder the Identifiers shown on the Asset page.

Those items with the Linkable indicator will be displayed as a clickable link.

Asset Actions Tab (Export and Social Media)

You can configure which export actions appear in the Export Asset section of the Asset Page. Each option that is set to active is displayed. You can also define which options appear for social media sharing. To do this, navigate to Configuration > Portal and Profiles > Research Portal Configuration and select the Actions tab.

Citation Styles List

When exporting an asset as a citation, you can select which citation style to use.

Export Citations

You can add a new style to the Citation Styles list. 

To add a new style:

1. Navigate to Configuration > Portal & Profile > Research Portal > Research Resources Configuration.
2. Select the Asset Actions tab.
   
   
    
3. For the Citation option select Configure.
   
   
   
   The list of citation styles appears.
   
4. Click Add to enter a new citation style. You can use citation styles that have been defined with the Citation Style Language (CSL) and stored in GitHub's CSL Style Repository. Note that the code is the name from the github list without the format extension. For more information on citation styles see Managing Citation Styles for Primo VE.
   
   New Citation Style
   Input the citation style details. 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.
   If the Enabled field is set to True, the new style appears in the citations styles list when exporting an asset.
   See also Configuring Citation Sources.

Project Page Tab

This section describes how to configure the Project page that appears in the Research Portal. For information about configuring the Project Search Page that appears in the Research Portal, see Project Search Page Tab, below. For general information about configuring project-management features, see Configuring Project Management on the Research Hub. 

To configure which sections will appear on the full Project page, and in which order they will appear, navigate to Configuration > Portal and Profiles > Research Portal > Projects Display Configuration, or, if you already have the Research Portal page open, select the Project Page tab.

• To hide a section from the Project page, deselect the Active toggle. 
• To change the order in which the sections are listed, drag and drop them as needed. 

Note that the General Information section of the Project page, which contains the project essentials (Project ID and acronym, Project URL, academic department, project start and end dates, and project status) cannot be hidden and always appears on top of the page. Since this section cannot be customized, it does not appear in the Projects Page tab. 

You can configure the Members section of the Project page in the portal to either display or hide non-affiliated project members. To do so, in the Project Page tab, in the row actions menu of the Members row, select Configure. A Project Members area opens at the bottom of the page. Select Display Non-affiliated Project Members to include non-affiliated members of projects in Project pages in the portal, or clear the option to hide them in the portal.

Project Search Page Tab 

Before configuring the search results for projects, you first need to enable searching for projects in the Research Portal (see here). Once the portal search is enabled, you can also enable the Research Projects link to display in the drop down menu and the homepage on the portal. (see here).

These links take you to the project search results with all projects appearing in the results by default. To configure the project search results, navigate by navigating to Configuration > Portal and Profiles > Project Search Page.

On this page you can configure the following:

• Search Scopes — Which options display in the drop down list when searching for projects in the portal.
  
• Facets — Which facets display when searching for projects in the portal.
  

• Display  — This controls the display for the brief results only, and does not impact the full project page.
  • Display non-affiliated project members: By default, non-affiliated members do display. To exclude them from the brief results, select this option.
  • Display project member roles: By default, the roles do not display. To add them to the brief results, select this option.
  • Display external organization members: By default, the external organizations do not display. To add them to the brief results, select this option.
• Sort — Which sort options appear on the project search results page. You can drag the options up or down to change the sorting order.

Activity Page Tab

To configure activities on the portal, go to Configuration > Portal and Profiles > Research Portal Configuration and select the Activity Page tab.

In the Active column, enable/disable the field/s to display on the portal. 

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

For Course Information, you can configure which details will appear on the portal.

For Associated Researchers you can configure whether or not to include non affiliated researchers on the portal.

By default the checkbox is deselected meaning that non affiliated researchers will not appear in Associated Researchers on the portal.

Resource Page Tab

You can configure the look of the Resources page from Configuration > Portal and Profiles > Research Resources Configuration.

Labels

You can configure various labels and placeholder text  such as such as repository metrics, search bar, etc. This is done from the Labels menu at Configuration Menu > Portal & Profiles > General Settings > Labels. See Labels for more info.

Additional References

• Video: How to Customize the Research Portal
• General Settings for the Researcher Portal and Profiles
• Working with the Esploro Portal and Profiles
• Configuring the Esploro Portal and Profiles