Configuring DOI Agencies

For general information about DOIs in Esploro, see Esploro Asset Mapping to DataCite and Crossref  and Digital Object Identifier (DOI) Registration.

You can enable or disable integration with DOI registration agencies on the DOI Configuration page (Configuration Menu > Repository > Integrations > DOI Integration).

A DOI contains a prefix that is assigned to your institution by the agency and a suffix, The suffix can have its own prefix that is unique for each asset category. The rest of the suffix is a unique number representing the asset. You can select the number of digits in the number and starting number for your assets.

For example, if the prefix assigned to your institution is 10.ABC, and you configure your suffix's starting number to be 1, your suffix padding to be 8, your suffix prefix label to be data, then the first DOI that Esploro generates is 10.ABC/data.00000001.

Currently, Esploro can integrate with Crossref and DataCite. You can enable or disable integration with an agency and you can edit a configuration.

1. Select Edit in the row actions list. The agency's integration details page appears.
2. Edit the fields on the page:
   When set to No and the Update DOI Registration Agency - Research Assets job runs, Esploro sends to the DOI registration agency only changes to non-migrated assets that were registered with the DOI registration agency.
   • Registration Agency (read only)
   • Crossref registration name (Crossref only, mandatory) – The name of the account manager as registered in Crossref.
   • Repository name (Crossref only, mandatory) – A name that you would like to call your repository. Crossref uses this name in its interface as the database in which to hold datasets. This name is only used for dataset deposits.
   • Email (Crossref only, mandatory) – An email address to which to send updates about the status of registration requests sent to Crossref. With DataCite, Esploro uses an API. As a result, Esploro displays the status of the registration immediately on the page after the request is made. With Crossref, Esploro sends the request using a less immediate interface. If there is a quick response, Esploro displays the result on the page. Otherwise, Crossref sends updates on the status of the request to the email address that you enter in this field.
   • Asset Categories/Types (mandatory) – The asset categories/types for which you enable this agency. You can select multiple categories or types.
   • DOI prefix (mandatory) – The prefix assigned to your institution by the agency. This should start with 10.
   • Account ID (mandatory) – Your institution's repository ID as registered in the agency.
   • Account password (mandatory) – Your institution's repository password as registered in the agency.
   • Suffix starting number (mandatory) – The first suffix number to use when creating DOIs for your institution with this agency. Enter digits only. If a DOI with this suffix number already exists, Esploro will use the first available number larger than this number that is not already in use. A value of 0 cannot be used as the suffix starting number. A value of 0 cannot be used as the suffix starting number.
   • Padding – The length, in digits, of the suffix, including the automatically generated sequence number. Any unused digits in the suffix are replaced with zeroes. Enter a single digit only (between 1 and 9).
   • Use environment – Select whether to actually register the DOIs with the agency (Production) or whether you are testing the profile (Test) using the agency's test environment. You cannot migrate DOIs (see below) in a production environment when this profile points to the test environment.
   • Update DOIs of migrated assets – When set to Yes and the Update DOI Registration Agency - Research Assets job runs, the job includes changes to all assets that were registered with the DOI registration agency, including migrated assets that hold DOIs that were registered by your institution. For these assets, the job updates the DOI registration agencies with these assets' metadata and also updates these assets' URLs in the agencies to resolve back to Esploro. Note that these changes cannot be undone.
   • Allow researchers to reserve DOIs – Enable/disable researchers to reserve DOIs on their own by selecting Yes or No on the Allow researchers to reserve DOIs radio button.

     

     Allow Researchers to Reserve DOIs

   For example, if the prefix assigned to your institution is 10.ABC, and you configure your suffix's starting number to be 1, your suffix padding to be 8, and your suffix prefix label for this asset category to be data (not yet developed by Ex Libris; coming soon), then the first DOI that Esploro generates for assets of this category is 10.ABC/data.00000001.

3. For each category, or for groups of categories, enter an optional suffix label (a prefix for the suffix). For each label:
   • Select one or more asset categories/types.
   • Enter the suffix label using any of the following characters: a-z A-Z 0-9 . - _ ; ( ) /

   You can add, edit, and delete labels.

4. When you are done editing, select Save.

Configuring Handle Server Integration

Note that after generating a handle for the asset, you still need to register it. You can register handles individually (by selecting Register Handle on the row actions menu), or in bulk with the Esploro register handles job (see Scheduled Jobs).

The handle server integration is configured.

Configure ORCID Integration

For information on configuring the integration of Esploro with ORCID see ORCID Integration.

Configure IRUS UK Usage Tracker

You can now send portal usage information to IRUS-UK. IRUS-UK (Institutional Repository Usage Statistics UK) is a national aggregation service, which provides COUNTER-conformant usage statistics for all content downloaded from participating UK institutional repositories (IRs). To enable this feature, you must opt in by enabling the IRUS-UK Tracker (Configuration Menu > Repository > Integrations > IRUS-UK Tracker). Select the Customer Consent check box. You can then choose whether or not to show an alert that the usage information is being sent with the Display information message on the portal check box. By default, the option is disabled.

For the sake of sending the relevant asset information the usage refer to to IRUS-UK, the following improvements have been made to the OAI DC publishing format:

• More granular asset types were added to dc:type.
• Repository item URL was added to dc:identifier.

Configuring Integration Profiles

Configuring Oable APC Integration for Open Access

An article processing charge (APC) is a fee charged to make a work available for open access in open-access or hybrid journals. This fee may be paid by the author, the author's institution, or their research funder. 

You will need to supply the following:

• API Key provided by OABLE.
• Institution name as it appears in ROR.
• Institution email suffix (optional).
• Whether this is for production or testing.

Pivot-RP Integration

1. Go to Configuration Menu > Portal & Profiles > Homepage Configuration.
2. On the Header/Footer tab enable the Include Discover Funding link for signed in users option.

To display the funding opportunities from Pivot, select the Discover Funding link in the header when logged in to a Researcher Profile.

Select a funding opportunity to see more information about that opportunity in Pivot-RP.

Select view more details in Pivot-RP to to see more information about the list of opportunities in Pivot-RP.

If you have a Pivot ID, select Pivot-RP Profile to view your Pivot-RP profile.

For information on configuring the embedded search link from Pivot-RP, see Configuring Research Organization Units. For a video showing how to work with Pivot-RP see here.

Additional References

• Video: How to work with Pivot-RP
• Video: How to Request an APC in Esploro to Make Your Publication Open Access
• Video: How to Setup ORCID Integration
• Esploro Asset Mapping to DataCite and Crossref
• DOI Registration
• Esploro Integration
• Configuring S/FTP Connections
• General Esploro Settings
• Ongoing Maintenance and Administration
• Publishing in Esploro