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    General Settings for the Research Portal and Profiles

    General Settings

    Branding

    As an administrator, you can configure the color theme of your institution's Research Portal and Researcher Profiles, including header, footer and favicon. This also includes uploading your logo (on light or dark backgrounds to match different displays) and color palettes to define the color theme of the researcher profiles.

    For general recommendations on optimizing the appearance of brand logos in Ex Libris products, see Logo Provision Guidelines.

    Enabling Profile Theme Configuration by Researchers

    Enabling Profile Theme Configuration by Researchers
    To enable profile theme configuration:
    1. Navigate to the Branding page Configuration menu > Portal & Profiles > General Settings > Branding.
    2. In the Branding Management section, load a logo (maximum size of 10 MB), load a favicon, define your color palettes, and define your elements. Colors for the header, footer and links can also be defined. Colors defined in the Color Palettes section must be defined according to their six character hex value.
    3. Click Save.

    Branding Colors

    The colors that are set in Branding Management are used as follows:
    • Primary Color
      Two primary colors.
      • Used for buttons and actionable text (such as ADD WORK in the image below) throughout the Researcher View and the Portal.

    Color system on the home page.

    • On the Home Page, the first bar is a color that is system derived from the primary color, and the second bar is the primary color.
    • Accent Color
      • Used in the Researcher View and Portal for all links.
    Accent color in terms and conditions policy.
    • Optional Colors
    If you leave the optional colors blank, the Primary/Accent colors are used.
    • Secondary Color
      • You can set a secondary color, and then select that color for use by the header or footer.
    • Tertiary Color
      • You can set a tertiary color, and then select that color for use by the header or footer.
        Tertiary color in footer.

    Labels

    You can view and change the portal and profile labels in a series of code tables in Configuration Menu > Portal & Profiles > General settings > Labels.

    Labels on code tables.

    Researcher Center Labels Code Tables

    Open each code table by selecting Customize in the row actions list. Locate the label that you want to change, modify the description, and select Customize. The other features on these code tables (add, enable, disable, move up/down, and default value) have no meaning and no effect. Do not delete any rows.

    Repository Metrics Labels

    To configure the labels for the Repository metrics section:
    1. From the Configuration Menu navigate to Portal & Profiles > General Settings > Labels.
    2. For row 11 Researcher Settings, select Customize from the action menu (or Edit if you have already customized this section in the past).
    3. From here you can configure the Repository metrics label.

    Repository metrics label configuration in Researcher Settings.

    Repository Metrics Label

    Date Display Settings

    Repository managers can set the format of dates displayed in the Research Portal.

    To set the date format displayed in the Research Portal:
    1. Navigate to the Other Settings page (Configuration Menu > General > Institution Settings > Institution Settings).
    2. In the esploro_date_format row in the Parameter Value cell, click Customize and type a date format. The information in the Description column describes the correct way to format dates.
    3. Click Save.

    Google Analytics

    You can implement Google site tracking to track the portal and profiles traffic. To do this, open a user in Google analytics and get a tracking key. You will need to enter this key in the esploro_ga_tracking_id in Configuration > General Institutional Settings.

    esploro_qa_tracking_id option in customer parameters.
    Google Analytics Tracking Key

    After saving the esploro_qa_tracking_id, reload the page to activate the GA feature.

    We currently support both Google Analytics 4 and Universal Analytics.

    For more information contact Google analytics support.

    General Portal Pages

    You can add general pages to the portal such as FAQs, About, etc.

    To Create a General Page
    1. Navigate to Configuration > Portal and Profiles > General Page Configuration and select the Add Page button.
    2. In General Page Details fill in the Title (that displays as the page title with Heading 1) and the Code (that forms part of the URL). The Code must be unique and cannot include special characters.
      General page details with Title, Code and Description.
    3. The Description is optional and does not display on the page.
    4. In the Sections for Page area select Add Section.
      The "Sections for page" area with the Add Section button.
    5. The  Sub-title, if entered, displays as Heading 2 for the section.
      Each section must include text and/or an image.
      New Section pane with Sub Title and Text fields and Image button.
    6. In the Image field click the folder icon to browse for an image.
      You can add a customized alt message for an uploaded image in Code Tables > Research Portal General Page Alt Image Labels. From the row actions menu select Customize and then select Add Row. In the Code field enter the following text:
      research.portal.general.page.{{PAGE_CODE}}.image{{SECTION_NUM}}.alt
      In the Description field enter the text you want to appear. 
    7. You can select Add to add the section and then add another one, or Add and close to add the section and close.
    8. To go to the created page, from the row actions menu select Go to Page
    9. To make the page accessible from the portal, from the row actions menu select URL, copy the URL and then add that to the Header/Footer or Homepage section. See Header Footer Tab and Homepage Tab for details. 
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