You can control various aspects of the Asset page and Headers and Footers with the Research Portal Configuration page (Configuration Menu > Portal & Profiles > Research Portal > Research Portal Configuration). You can also configure the labels for the Repository metrics section from Configuration Menu > Portal & Profiles > General Settings > Labels.
Updates to the settings in this page will only be implemented after selecting Save at the top of the page.
Header Footer Tab
To configure the header and footer of the Esploro page, navigate to Configuration > Portal and Profiles > Research Portal Configuration and select the Header Footer tab.
You can do the following in this tab:
|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).|
The Entities section contains 3 out of the box entities, for example, Researcher Profiles, Output, and Research Units tree. Entities cannot be added manually. Entities in this section display in the Portal as links under the drop down menu, only if they contain data. To display an entity in the portal, toggle the Active button to ON. Note that the unit will only display if it has at least one researcher. You can change the order of entities by dragging and dropping.
In the Custom Links section, you can configure up to five custom menu links. These links display in the Portal in the header, as well as in the drop down menu.
Note that only the first 2 activated links display in the header.
In this section you can control logos and copyright for the 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.
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.
In the Homepage tab you can configure the sections that display on the portal homepage . You can reorder all the sections except for home page essentials that always remains at the top. To access this page, navigate to Configuration > Portal and Profiles > Research Portal Configuration and select the Homepage tab.
The sections are:
|Section||Description||Can be hidden|
Click Configure in the row actions to configure the portal search, introduction, scopes, entities and pictures.
Displays the various statistics of the site.
Enables to showcase sets of up to 10 assets.
Select Customize to select whether to display all or some of these three predefined sets:
In order for this Top Ten 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 predefined sets.
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.
Provide the desired title for each section. Title size is limited to 20 characters (to avoid issues with text wrapping).
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.
Displays the locations from where assets where downloaded.
|Custom Link Sections||
Can add up to 5 custom link sections. Each section can contain up to 2 links.
|Add featured researchers to the homepage. You can only feature researchers with an active public profile (Researchers > Manage Researchers > Researcher > Edit > Researcher Settings).||Yes|
You can reorder the search fields in the portal and profiles from Configuration > Portal and Profiles > Research Portal Configuration and click the Search 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 Search Page Tab
You can configure the display of the facets, sort, and general search settings for the Assets page. To do so, navigate to Configuration > Portal and Profiles > Research Portal Configuration and select the Asset Search Page tab.
The facet options are:
- 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.
- Code – The facet code cannot be edited.
- 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 value appear before the more link. Selecting more will show all values.
- Sort type – Select what to sort by the facet by for example By size, Alphanumeric, etc.
Display settings options are:
- 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 from the search results display. It remains active for the Full view, if configured. (For information on configuring Altmetrics to display in the Full view, see the Asset Page tab below, metrics section.)
- Display Identifiers – Clear the checkboxes to remove the following identifiers from the search results:
- Display DOI
- Display PMID
- Display PMCID
- Display ISBN
Sort types can be activated or deactivated. You can reorder the sort types in the list. The first item in the Sort list will be the default sort for search results in the portal, including searching for Outputs from the homepage. The user can manuall change the sort using the Sort by drop down list on the portal.
Asset Page Tab
- To enable/disable fields for the Asset page, toggle the buttons in the Active column.
- To reorder fields use the drag and drop function to the left of the field.
- To configure the Metadata section, see the Asset Essentials Tab.
Selecting the default state and the preview height will be active in an upcoming release.
Click the Action button for the Details field.
Select Configure. The Details screen appears.
Click the Action button to right of the Metrics field.
Select Configure. The Metrics configuration page appears.
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
You can configure which export actions will appear in the Export Asset section of the Asset Page. Each option that is set to active will be 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, you can select which citation style to use.
You can add a new style in the Citation Styles list.
- Navigate to Configuration > Portal & Profile > Research Portal > Research Portal Configuration > Asset Actions > Citation.
- Click Configure.
The list of citation styles appears.
- Click Add to enter a new citation style.
Project Page Tab
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 Configuration and 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 first section of the Project page, which contains the project essentials (Project ID and acronym, Project URL, academic department, project start & 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.
The project Members can be configured to display non-affiliated project members.
You can configure whether a researcher can deposit and edit a project, by adding it to the Add content button in the portal header. See Header Settings for details.
For general information on configuring the project management features see Configuring Project Management.
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.