Configuring the Research Portal
This page describes configuration of the research portal. For general settings on the research portal (such as branding and colors, labels, dates, etc.) see here.
For configuring researcher profiles see here.
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 Resources Configuration).
Updates to the settings in this page will only be implemented after selecting Save at the top of the page.
For a video showing how to customize the research portal see here.
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).|
In the Header section you can define various parts of the header as described below.
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.
CUSTOM LINKS: Here you can configure up to five custom menu links to display in the Portal header, as well as on the drop down 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.
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 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.
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:
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.
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.|
Displays the various statistics of the site.
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:
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).
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||
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.
For a video on this topic see How to Add Custom Links to your Homepage.
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.|
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.
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 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.
Use the facets to filter and refine search results. Below is a list of the available facets.
|Code in Configuration||Label in Portal||Description|
|creator||Author/Creator||Lists all the authors that appear on all the assets (regardless of the affiliation), sorted by the number of relevant results for the current search.|
|affiliated_researcher||Our Researchers||Lists only the affiliated authors that appear on all the assets, sorted by the number of relevant results for the current search.|
|non_affiliated_researcher||Other Researchers||Lists only the non-affiliated authors that appear on all the assets, sorted by the number of relevant results for the current search.|
|rtype||Resource Type||Lists the relevant asset types within the current search, for example journal article, book, thesis, etc.|
|esploro_asset_org||Research Unit||Lists the relevant organizational units (within the institution) for the current search.|
|facet_creationdate||Date||Select a year range to limit the results in the current search.|
|topic||Subject||Relevant keywords and topics for the output in the current search.|
|lang||Language||Filter output in the current search by content language.|
All the asset local fields (1-15) are also available as facets.
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.
Facet Display Settings
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 (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.
From Address and Subject for Email
When exporting an asset via email, you can select which address and subject to use.
- Navigate to Configuration > Portal & Profile > Research Portal > Homepage Configuration > Asset Actions.
- For eMail select Configure from the row actions menu.
- Update the From address and Subject as needed.
- Ensure that the eMail action is Active, and select Save.
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.
You can add a new style to the Citation Styles list.
- Navigate to Configuration > Portal & Profile > Research Portal > Research Resources Configuration.
- Select the Asset Actions tab.
- For the Citation option select Configure.
The list of citation styles appears.
- 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 StyleInput 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.
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.
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 on the Research Portal. To configure the Project Search Page on the Research Portal see here. To configure projects on the Research Hub see here.
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.
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).
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.
Use the facets to filter and refine search results. Below is a list of the available facets.
|Code in Configuration||Label in Portal||Description|
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.
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.
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.
Selected categories do not display in the public profile.
Resources Page Tab
You can configure the look of the Resources page from Configuration > Portal and Profiles > Research Resources Configuration.
Sections that are enabled (Active) display in the full research resources 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.
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).
See also Configuring Research Resources.
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.