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    Configuring the Research Portal

    To configure the research portal settings, you must have the Configuration Manager role.

    This page explains how to configure the various components of the research portal, such as the headers and footers of its pages, its search bar, and the contents of its home page.

    For information about configuring the general settings of the research portal, such as branding and colors, the text appearing on labels, and the date display, see General Settings for the Research Portal and Profiles. For information about configuring researcher profiles, see Configuring Researcher Profiles.

    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.

    Updates to the settings in the Research Portal page are only implemented after you select Save at the top of the page.

    Research Portal Config Page.png
    Research Portal Configuration Page, with the Header/Footer Tab Selected

    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 Settings

    You can do the following in this tab:

    Option: Description:
    Include sign-in in the header Displays the Sign In link in the header.
    Include Discover Funding link for signed in users Displays the Discover Funding link when signed in to Researcher Profiles. Clicking this link displays funding opportunities from Pivot. For more information, see Pivot-PR Integration.
    Include dropdown menu Displays the dropdown menu in the header.
    Include add assets When checking this, the Output option displays in the drop down list under the ADD CONTENT button (see Add Content to Profile).
    Include add projects When checking this, the Project option displays in the drop down list under the ADD CONTENT button (see Add Content to Profile).
    Include add activities When checking this, the Activity option displays in the drop down list under the ADD CONTENT button (see Add Content to Profile).

    Header

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

    Header Configuration for Portal.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 in header.
    Custom Links

    Footer Settings

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

    Copyright and Logo checkboxes in the Footer Settings section.

    Footer Settings

    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.

    Header settings section in the researcher portal configuration page.

    Header/Footer Tab
    Special characters in asset titles are converted into plain text.

    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.

    Home page section of the Researcher Portal Configuration page.

    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.

    Search bar on home page.
    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. About on the home page.
    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.

    Search bar scopes.

     

    Added link for home page.

    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.

    ​​​​​Entity links on homepage essentials.

    Homepage Essentials

    Entities in drop down menu.

    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. Homepage pictures.
    Statistics

    Displays the various statistics of the site. 

    Homepage Statistics.
    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).

    Top ten for homepage of portal.
    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.

    Works Added on Homepage of Portal
    Download Map

    Displays the locations from where assets where downloaded.

    Download map on homepage of portal.
    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. 

    Add customized menu link for the home page.

    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.

    Custom links.

    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 Researchers.png
    Featured Collections Add featured collections to the homepage. See Working with Collections for more information. Featured collections on homepage of portal.

    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.

    Search Tab for Portal.

    Search for Portal and Profiles

    Search drop down on the portal.

    Configure Entities in Search Bar

    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.

    Reorder the search fields in the portal and profiles.
    Reorder Search Fields

    Reordered search fields on the portal.

    Reordered Fields on the Portal

    The changes will only be implemented after selecting Save.

    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:

    Asset advanced search section of the researcher portal configuration page.

    Asset Advanced Search Tab
    Updates to the settings in this tab are only implemented after selecting Save at the top of the page. 
    You can configure the following sections:

    General Settings

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

    Search Fields

    You configure which fields to search on from the Search Fields section.
    The Search Fields section of the Researcher Portal Configuration window.
    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 new index section of the Researcher Portal Configuration window.
    Add Index
    To enable local fields searching, you need to set them at Configuration > Repository > Local Field Names.
    Edit local variable name window with name entered as "Scale" and "Enable field for search in portal"checked.
    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 drop down list and Start and End date selectors.
    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 section of the Researcher Portal Configuration window.
    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 button.
    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.

    Refine Results.png

    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. 

    Brief Results tab in the Researcher Portal window.

    Asset Search Page Tab

    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.

    Changing Sort Order.png

    Manually Changing the Sort Type in the Asset Search-Results Page of the Portal

    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.

    Facet w Selections.png

    Selecting Options in the Resource Type Facet

    Available Facets

    Below is a list of the available facets.

    Code in Configuration Label in Portal Description
    facet_tlevel Availability
    • Peer reviewed
    • Open Access 
    creator Author/Creator The authors of all of the assets found in the current search results, regardless of their affiliation
    affiliated_researcher Our Researchers The affiliated authors of all of the assets found in the current search results
    non_affiliated_researcher Other Researchers The non-affiliated authors of all of the assets found in the current search results
    rtype Resource Type The types of assets found in the current search results – for example journal article, book, or thesis
    esploro_asset_org Research Unit The organizational units within the institution that are connected to the assets found in the current search results
    facet_creationdate Date The range of publication years to include in the search results 
    topic Subject Keywords and topics that are required in order for assets to be included in the current search results
    lang Language The content languages to include in the search results

    All the asset local fields (1-15) are also available as facets. These fields are configured at Configuration Menu > Repository > Asset Details > Asset Additional Fields.

    Facet Options

    You can configure the following features of the display of each type of facet:

    • Order – You can drag and drop the facet lines to change the order where the facet displays on the page.
    • Active – Activate or deactivate by using the Active toggle switch. You cannot add new facets.
      You can configure local fields as facets. A local field will not display as a facet in the portal, unless the "Enable field for search in portal" checkbox is selected for it in the Configuring Local Asset Fields page.
    • Default State – This is the default state of the facet:
      • Expand – This will show up to the number of values selected in the Values to display column. Additional values will be available by selecting more.
      • Collapsed – show the facet name but no values
    • Values to display – When the Default State is set to Expand, this shows how many values appear before the more link. Selecting more will show all values.
    • Sort type – How the values under the facet should be sorted:
      • By size – The values with the most assets appear first 
      • Alphanumeric – in alphabetical order

    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
     

    Asset in Search Results 1.png 

     Asset in the Search Results List, with Altimetrics Badge (#1) and DOI (#2) Displayed

    Asset Page Tab

    The Asset page of the portal displays detailed information about a selected asset. The information displayed is divided into sections; see Configuring Asset Display on the Portal for a diagram of the sections. Some of these sections are optional, and can be hidden from the display:
    •  Metrics
    • Abstract
    • Files and links
    • Related content
    • Details
    In addition to choosing whether to display or hide these optional sections, you can also configure the display of information in most of them. You can do this in the Asset Page tab of the Research Portal configuration page.
    To access the Asset Page tab:
    • 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.
    Asset Page tab on the Research Portal Configuration page.
    Asset Page Tab
    In this tab, you can control the display of the Asset page as follows: 
    To show/hide a section in the Asset page:
    • In the Active column, toggle its button.
    To reorder the sections of the page: 
    • Drag the Move icons (Drag icon.png) of the sections up or down in the table.
    To configure the display of information in a configurable section:
    • Select the Action button of the section (only available for configurable sections), and then select Configure. A region containing the configurable settings for the section opens below the Asset Page table. These regions are described below. Note that if you select Configure for multiple regions, all of the regions remain open below the Asset Page table until you exit the Research Portal page.

      Action row button for the details field, with the Configure available for selection.

      Selecting Configure for the Files and Links Section of the Asset Page

    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 (Drag icon.png) to change the order in which they appear.

    Abstract and Keywords Table.png

    Abstract and Keywords Region
    Abstract in Asset Page.png
    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:

     

    Abstract in Asset Page - Subjects and Keywords Combined.png

    Files and Links Settings

    In the Files and Links region of the Asset Page tab, you can use the Active toggle to choose whether the Files and links section is included in Asset pages. This section contains links to files or URLs that patrons can use to access the asset.

    Files and Links Region.png

    File and Links Region

    Files and Links Section.png

    File and Links Section of the Asset Page

    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 (Drag icon.png) 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. 

    Details page for asset configuration that appears after selecting Configure.

    Asset Page Configuration - Details Region

    Details Section.png

    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.

      Details Region - Edit Fields.png
    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. 

        Details Region - Field Added.png
    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 copyright w date -marked 1.png
    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-Sub Separate.png

    Title and Subtitle on Separate Lines (Default)
    Title-Sub Merged.png
    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.

        Title+Sub.png
         
      • 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.

        Edit Title to Title+Sub.png

    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)

    Metrics section of Asset Page configuration.

    Asset Page Configuration - Metrics Region
    Metrics Section 2.png
    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.

    Asset Essentials Configuration section of the Researcher Portal Configuration page.

    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. 

    Creators Configuration section of the Asset Essentials page.

    Asset Essentials - Creators

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

    Identifiers section of the Asset Essentials tab.

    Asset Essentials - Identifiers

    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.

    Actions tab of the Research Portal Configuration  page.

    Actions Tab

    From Address and Subject for Email

    When exporting an asset via email, you can select which address and subject to use.

    To update the address and subject:
    1. Navigate to Configuration > Portal & Profile > Research Portal > Homepage Configuration > Asset Actions.
    2. For eMail select Configure from the row actions menu.
    3. Update the From address and Subject as needed.

      Update Address and Subject for Exported Emails in Portal. 
    4. Ensure that the eMail action is Active, and select Save.

    Email Action for Portal.

    For information on configuring letters in Esploro see here.

    Citation Styles List

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

    Export citations option highlighted with APA (6th edition) selected in the drop down list.
    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.

      Asset actions.
       
    3. For the Citation option select Configure.

      Configure option highlighted for Citation in Asset Actions.

      The list of citation styles appears.
      List of citation styles with the Add option highlighted.
    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 window that appears after selecting Add.
      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.

    BibTex Configuration

    You can now control the mapping of Esploro asset types to BibTex entry types. To access the configuration, navigate to Configuration > Repository > Esploro BibTex Mapping.

    Mapping Table for BibTex

    BibTex Mapping Table

    The value/s in the BibTeX entry type column are mandatory. The values in the BibTeX type column are not mandatory - they define a descriptive name for the type of work.

    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

    You can configure whether researchers can deposit and edit projects in the Header/Footer tab. To do so, select or clear the Include add projects option in the tab; see Header Settings, below.

    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. 

    Project tab in the Researcher Portal Configuration window.

    Project 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.

    The "Display Non-affiliated Project Members" checkbox is selected.

    Project Search Page Tab 

    The Projects feature is for Esploro Advanced Edition customers.

    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).

    Research Project enabled for home page.

    Research Projects

    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.

    Project Search Page Configuration.

    Project Search Page Configuration

    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.
      Search scopes.
    • Facets — Which facets display when searching for projects in the portal.
      Search 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
    attributes Attributes

    Taken from the configurable list at Configuration > Research Administration > Project Attributes.

    facet_member_researchers Project members Displays project members by number of projects in the search results.
    member_orgs_name Member organizations Displays organizations by number of projects in the search results. Includes both internal organization units and external institutions that are part of the project.
    status Project status Taken from the configurable list at Configuration > Research Administration > Project Statuses.
    type Project type Taken from the configurable list at Configuration > Research Administration > Research Project Types.
    keywords_and_subjects_facet Subject Topics and keywords that are available for the projects in the search results.
    • 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.

    Activity Page tab on Research Portal Configuration.

    Activity Page

    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.

    Configuration of course details that will appear on the portal.

    Course Details

    Course information on the portal.

    Course Information on the Portal

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

    Affiliated researcher in Associated Researchers on the portal.

    Associated Researchers

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

    Checkbox to include non affiliated researchers.

    Include Non-affiliated Researchers

    Activity Display Categories

    You can filter out categories and/or types of activities for display on the public profile. To access this feature navigate to Configuration > Portal and Profiles > Activities Display Configuration > Activity Display Categories.

    Activities Display Categories.

    Activity Categories and Types Filter

    Selected categories do not display in the public profile.

     

    Resource Page Tab

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

    Resources page tab.

    Resource Page Tab

    Sections that are enabled (Active) display in the full research resources page.

    Research resources full page.

    Research Resources Full Page

    The image in the resources browsing page on the portal is taken automatically from the first image of the Files and Links section for that resource.

    Research Resources on the Portal.

    Research Resources on the Portal

    In order to enable the resource menu links on the portal, you need to activate the Research Resources entity in the Header section (see Header).

     

    Research Resources Menu Links.

    Research Resources Menu Links

    See also Configuring Research Resources.

    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.

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