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    The Research Hub Interface

    Translatable

    The following sections present elements that appear or remain consistent in the UI for all users throughout the Esploro research hub. For searching the Esploro research hub see here.

    An administrator can configure the look and feel of Esploro, including colors, logo, and default language. See Configuring the User Interface for the Research Hub.

    The Esploro Home Page

    The home page is the initial page that appears when you log in to Esploro. You return to the Esploro home page when you select the logo in the persistent menu or when you cancel certain actions in Esploro.
    Esploro_home_page.png
    Esploro Home Page Elements
    The elements on the Esploro home page and items available in the menus depend on your user role and the information available at your institution. However, the home page always presents:
    • Persistent Menu – For information, see The Persistent Menu.
    • Navigation bar -  For more information, see The Navigation Bar.
    • Your user name and current date.
    • Recent Pages Widget – Displays the pages you have most recently visited. Select to go directly to one of the pages. For more information see here.
    • Widgets / Manage Widgets Button - Widgets are a small pane on information or actions that are relevant to your user role and Esploro's current status. Some widgets contain links that you can select to view more information. See Managing Widgets.
    • Maintenance Message (if there is one to display) – A message about upcoming maintenance may appear under the persistent menu. Select X to dismiss the message.
      home_page_with_maintenance_announcement_highlighted.png

    Managing Widgets on the Research Hub Home Page

    Widgets are a small pane on information or actions that are relevant to your user role and Esploro's current status. Esploro has a set of predefined widgets, for example a task list and the status of scheduled jobs. You can display or (with the exception of the Recent Pages widget) remove widgets from the Esploro home page.

    The Navigation Bar

    The main menu used to navigate in Esploro. Throughout this document, any reference to this menu uses a path of menu and sub-menu elements as follows: main section > sub-section > specific option, for example Repository > Asset Deposits > Deposit Asset. If the resulting page is also a menu of options, these options may appear in the documentation as additional elements to the path.

    The Navigation bar can be collapsed to provide more room on the page while still remaining visible. It can be expanded again at any moment.

    Expanded State Collapsed State How to
    expanded nav panel 1.jpg collapsed nav panel 1.jpg
    To collapse the Main Menu Navigation panel:
    1. Click quick links icon.jpg on the Main Menu Navigation panel to open the Quick Links panel. 
    2. Select the Collapse menu option. 
    3. To return to the expanded view, select Expand menu.

     

    From the Navigation Bar you can easily search for specific menu option and set the menu options that you use frequently as Quick Links, so that the Esploro interface is personalized to your workflow and you don't have to go through the sub-menus every time.

    The options in the Esploro main menu depend on your user role (see Managing User Roles). For the roles that are required to see each option, see User Roles – Descriptions and Accessible Components.
    Select an option to navigate to the relevant page and close the menu. The main areas are described in the following areas of the documentation:
    • Repository
    • Researchers
    • Research Management
    • Discovery and Dissemination
    • Research Administration
    • Assessment and Compliance
    • Admin - Administration activities, including managing users and jobs.
    • Analytics - Creating, running, and viewing reports about Esploro usage. Some pre-packaged reports are available from this menu.
    To find a specific option:
    1. Select the quick links icon.jpg on the Navigation Menu or type Alt-Ctrl-F. Alternately, at the bottom of any menu area, select the search link.
      main_menu_search_specific_option.png
      Search panel
    2. Enter your search term. Matching options in the Navigation Bar, as well as in the Configuration Menu, appear. Select the relevant option.
      search_for_any_menu_link_results_NL.png
      Matching search options
    To create Quick Links:

    There are two methods to create Quick Links that you can use, depending on where in the Esploro menu you are:

    From the Navigation Panel

    From the sub-menu

    1. Select quick links icon.jpg on the Navigation panel. The Quick Links panel opens. 

    2. In the top search bar, start typing the name of the option you want to set as a Quick Link. All relevant options appear in the list below. 

    3. Hover your mouse pointer over the desired option, then click on the gray star to the left of the option; when the star turns blue, it is set as a Quick Link.

    4. In the bottom section of the panel, select Pin Quick Links Menu to display the menu, then select X to close the panel. 

    New method to create quick link.jpg

    1. Select the module of Esploro were the option that you want to set as a Quick Link is located. 

    2. Hover your mouse pointer over the desired option, then click on the gray star to the left of the option; when the star turns blue, it is set as a Quick Link.

    3. Select quick links icon.jpg on the Navigation panel. In the bottom section of the panel, select Pin Quick Links Menu to display the menu, then Select X to close the panel.

    Previous method to create quick link.jpg

    Once created, you can do the following with the Quick Links:

    • To view your Quick Links, click quick links icon.jpg to open the Quick Links panel, and select your link.
    • Use the hotkey automatically designated to each Link to open the tools quicker.
    • Select Pin Quick Links menu to pin all the Quick Links to you page, as additional menu below the Persistent search box, always available on all pages. To remove this menu, click Unpin Quick Links menu.

    Quick Links Menu.png

    Pinned Quick Links Menu

    The Persistent Menu

    Every page in Esploro has the same header, which is called the persistent menu.
    persistent_menu_with_callouts_NL.png
    Persistent Menu
    The persistent menu contains the following elements:
    1. Logo – The logo of your consortia or institution. Select the logo on any page to return to the Esploro home page.
    2. Persistent Search Box – For more information, see Searching in Esploro.
    3. Main Menu Icons – Icons include (from left to right):
      Icon Description
      new_ui_user_menu.png User menu – Your user name and photo (when available) appears as a link. Select the link to open the user menu. The options in this menu are as follows:
      • In some institutions, the first item in the menu is a language selector that you can use to change the language used in the UI. To change your language, select a new language from the drop-down list. The user interface changes to the selected language. Currencies and numbers in the UI and exported Excel files change to match the standard defined by the language (with commas, periods, and spaces in the appropriate locations). See Configuring Institution Languages.
      • Change Password – Change your password. This option only appears for internally managed users (see Account Type). To change your password, enter your existing password and your new password twice and select Save. Your new password is saved.
        change_password_ux.png
        Change Password Dialog Box
        Depending on your institution’s setup, you may be required to use passwords of a certain length, to include certain characters in your password, or to change your password at certain times.
      • User Details – Display details about your user on the User Details page. For more information, see Editing Users.
      • Detach from social account – If your user account has been associated with a social account and you want to disassociate the two, select this option to do so. This appears only if the user account is associated with a social account.
      • UI preferences (on all pages other than the home page) – This submenu enables you to select the font size of the UI and whether the pages are presented with gutters (default) or full width. Select the font size (Display Density) and Page Layout to suit you. Your selection is saved between sessions. Click the Shortcut Customizations link to view the global Esploro keyboard shortcuts and disable some of them, if needed. See Global Esploro Hot Keys
      • Sign Out – Log out. See Logging Into and Out of the User Interface.
      new_ui_tasks_list.png Tasks list - A list of task types that may require your attention. Each line indicates the task type and the number of tasks of that type. Select a line to open the page that enables you to manage these task types. 
      new_ui_help_link.png Help link – A menu of help options. Select one of:
      • Browse Online Help – Open the Online Help.
      • Help For This Page – Open the Online Help page that is relevant to the current UI page that you are on.
      • What’s New Videos – View a page with links to the most recent video tutorials.
      • Esploro Release Schedule – Display a pop-up with the last several, and next several, sandbox, production release, and release update dates.
        Alma_Release_Schedule.png
        Release Dates Pop-up

        The current release version and build number appear at the bottom of the Help menu. For premium sandbox customers, when working in the sandbox, the build information indicates the date that this build was cloned from production. An asterisk in the Release Update column indicates the date of the next scheduled refresh.

      • Suggest an Idea – Suggest an idea to Ex Libris. Select to open the Ex Libris Idea Exchange page in a new window.
        Suggest_Idea.png
        Ex Libris Idea Exchange
        Your administrator may have removed this link. See Configuring Other Settings.
      • Generate Tracking ID – Generate a tracking ID for your Salesforce case to assist Ex Libris in debugging a problem. Use this when an error occurs but the error message does not contain a tracking ID. You should generate the ID as soon as possible after the error.
        generate_tracking_id.png
        Generate Tracking ID
        The tracking ID is not enough to resolve your issue. You must still provide as many details of the problem as possible, such as the steps in the workflow that led to the error, which entities were involved (user identifier, item barcode, and so forth.), and any other information that might be relevant.
        Watch the Tracking ID Generator video
      • Generate Performance Tracking File – Generate a performance tracking file if Esploro displays performance issues, such as long search times. Open a support issue and attach the file to the issue. The information in the file can help the support team resolve the issue.
        Generate the tracking file immediately after experiencing the performance issue, before doing any other action.
        The Performance Tracking File is not enough to resolve your issue. You must still provide as many details of the problem as possible, such as the steps in the workflow that led to the error, which entities were involved (user identifier, item barcode, and so forth), and any other information that might be relevant, such as a screencast recording and more.
      • Instance Name - Displays the name of the environment currently in use.
      • Instance Location - Displays the location of the data center for this instance.
      • Premium Sandbox – Connect to your Alma premium sandbox, if you have one. For detailed information on sandbox environments, see Alma Sandbox Environments. If the Institution has at least one SAML\CAS profile, hover over the link to open a sub-menu with links to Premium Sandbox using different profiles. If the institution has no SAML\CAS profiles, then there is a single link to log in to the Premium Sandbox. 
      • Standard Sandbox – Connect to your Alma standard sandbox, if you have one. For detailed information on sandbox environments, see Alma Sandbox Environments.
      • The date of the last indexing appears, which could be either the status of the last semi-annual indexing or the status of any indexing process initiated by the system or by customer support. The semi-annual reindexing is full reindexing of the Esploro repository, done twice a year (generally in July and December; for a more detailed explanation see here). While semi-annual indexing runs, it appears under Running Jobs tab (Admin > Monitor Jobs) with the following details: Job category ''SP', Creator 'System'. If you want to run a full reindexing at other points in time, contact Ex Libris Support. If you are a Depositing Administrator, General System Administrator, or Repository Administrator, the date that appears here is a link. Select the link to view the indexing job report. 
      • A link to the most recent Esploro release notes.
      • In your sandbox environment, the date of the last clone from production.
      • The date of the last CZ update that was implemented in your system. For details, see Synchronize Changes from CZ.

      Recent Entities pane - allows you to view and access your recent activity, including the Recent Entities list that lists all the entities you have added, updated, and deleted within the last 7 days. You can scroll through the list and select an entity to resume your work, or you can view the entity in view-only mode. The Recent Entities list is a helpful way to find the records you have recently accessed, even if you do not remember their names. It also allows you to easily view your recent changes to your records. At any moment you can open and close the Recent Entities list, and then resume your ongoing work without interrupting its context.  

      For more details, see Recent Entities List.

    Page Header and Summary Panel

    A page header appears below the persistent search box.
    po_line_with_header_and_summary_panel.png
    Purchase Order Line Details Page
    The page header contains:
    • A back icon back_icon_ux.png, if this page was opened from a list or as part of a larger procedure.
    • The page title.
    • Any relevant actions (as buttons) to perform page-level actions on the page.
      • The default action (typically Save) is highlighted in blue.
      • If there are too many actions to display, additional actions are available in the or ... menu to the right of the displayed actions.
    On many pages, a summary panel appears to the right of the page (if the screen size is small, it might appear below the page header). The summary panel provides information about the page's contents (for example, information about an inventory item, PO line, or user). The summary header typically includes the entity's identifying number, status, and an info icon. Click the Info icon at the bottom of the panel to see who create the entity, when, and when it was last updated. 

    Tasks in the Task List

    Several pages in Esploro contain tasks that may be assigned to you or others. These tasks may also appear in the tasks list that is accessed from the persistent menu. The following tasks can appear in the task list. Note that the task list is also available as a widget on the home page. For more information, see Assigned to Me, Unassigned, Assigned to Others Tabs and Author Matching Approval Task List.
    Smart Expansion Asset Approval
    • Pending Portal Approval
    Smart Harvesting Author Matching
    • Pending Approval
    • Rejected by researcher/Pending deletion
    • Rejected by researcher/Replace researcher
    Research Deposits
    • Assigned to me
    • Unassigned
    Research Assets
    • Active researcher messages

    Configuring Esploro

    Some configuration options are available to non-administrators, and these options are described in the documentation, where applicable. The majority of Esploro's configuration options are available on dedicated configuration pages, and are relevant only for administrators. These pages located in the Esploro Configuration menu, which you access by selecting the Configuration page link at the bottom of the Navigation bar. 
    To open Esploro Configuration:
    1. Select the new_ui_config_link.png icon. The following changes take place:
      • The Esploro Main Menu changes to the Esploro Configuration Menu. To distinguish it from the Esploro menu, the bar color changes to the default primary color in the user interface, and its icons feature a cog wheel to distinguish them from the regular Esploro icons. 
      • The persistent search bar disappears, and the dropdown of units to configure appears instead. 
      • Instead of the main Esploro window, a dedicated screen opens.
    2. In the top dropdown, select the unit to configure. 
    3. Select the functional area to configure, such as Researchers, and find the specific configuration tool you need. 
    4. To close Esploro Configuration and to return to the task you left in Esploro, select the back to Alma icon.jpg icon. 
    Throughout this document, any reference to the configuration menu uses a path of menu and sub-menu elements as follows: Configuration Menu > main section > sub-section > specific option, for example Configuration Menu > Researchers > Researcher Profiles > Branding. If the resulting page is also a menu of options, these options may appear in the documentation as additional elements to the path.
    Select Back to Esploro to return to Esploro.
    When you enter text in the search box, the list of configuration options is filtered to include only the options that match your entered text, with the text highlighted in the matching options. The number of matching options in each Esploro area appears next to the area tab on the left.

    Global Esploro Hot Keys

    A long list of global keyboard shortcuts (shortcut keys) is available in Esploro. You can view the full list on the Shortcut Customization page (User menu > Shortcut Customization).
    For any action that begins with pressing the Alt key, the action letter or number appears on the page when you press the Alt key. On a page that has tabs, enter the tab number (even if it contains multiple digits) while pressing the Alt key to open that tab. When you release the Alt key, Esploro opens the tab corresponding to the number you entered.
    tab_hot_keys_highlighted_NL.png
    User Details with Hot Keys Highlighted
    You can disable global some Esploro keyboard shortcuts. You may want to do that in cases when your language requires usage of the same keyboard keys for typing accents or diacritics. To do that, disable the slider by that shortcut. Note that you can only disable an Esploro shortcut, but cannot define a different Esploro shortcut for the same action. 
    For information on the keyboard shortcuts available in the MD Editor, see MD Editor Menu and Toolbar Options.

    Copy Option When Selecting Text

    When selecting text in Esploro, a small pop-up menu with the option to copy the text appears. Select the option to copy the text; a confirmation check mark briefly appears.
    expanded_icon.png
    Copy Option
    expanded_icon.png
    Copied Confirmation

    Icons

    This section presents icons that appear in various places in Esploro.

    Info Icon

    You can see additional information about certain items by selecting the Info info_icon_ux.png icon on some pages in Esploro. When you select the Info icon, a pop-up appears with information about the item on the page: created by, last updated by user/job, and (where applicable) modified by information.
    info_icon_expanded_ux.png
    Info Icon Pop-up

    User Information Icon

    You can display user information by selecting the User Information icon user_information_ux.png beside a user name on various pages and pop-up windows, such as the User Details page.
    manage_sets_with_user_information_icon_highlighted.png
    Creator Info Icon
    Select the icon to display user information:
    user_information_icon_expanded_ux.png
    User Information
    An administrator can define which user information fields are displayed in this pop-up box. See Configuring User Information for Pop-ups.
    For general information on adding and editing users see here.

    Researcher Information Icon

    The researcher information icon is similar to the User Information Icon, but contains the researcher's affiliations. For general information on working with researchers see here.

    Researcher information icon.

    Researcher Information Icon

    Translate Information Icon

    If your institution supports multiple languages, Esploro translates system-defined UI elements, such as messages and field names into the language selected by the user. You may also want to enable the user to view certain entered information in the user's selected language. See Configuring Institution Languages.
    A limited number of fields in Esploro support this ability. When multiple languages are enabled, these fields appear with a Translate Information icon translate_information_icon_ux.png. For example:
    address_list_with_translation_icon_highlighted_NL.png
    Address List
    Select the icon to open a dialog box that enables you to enter the field's information in the other enabled languages.
    Translate Dialog Box
    Translate Dialog Box

    Messages

    Esploro returns messages on many pages based on your actions or missing or required information. Messages appear in a notification bar on the side of the page. The notification bar displays message types of Information, Error, and Success, each with different icons and colors. In confirmation dialog boxes and other smaller panes, the messages appear on the page (not floating). If you ignore a message but continue to work on the page, the message is minimized to its icon and remains on the page.

    • Success – An action you performed succeeded. In the case of a long action that initiates a job, success only means that the job was submitted successfully, not that the results of the job were successful. After successfully submitting a job, you can select the job number in the message to open the Manage Jobs page (see Viewing Running Jobs).

      Select X to remove the message or > to minimize the message. When enabled by Ex Libris, you can select Collapse by default to make all success messages on this page appear initially collapsed.

      success_message_with_close_highlighted_NL.png

      Success Message
    • Error – Your action could not be performed, or it failed. The message indicates the reason for failure, when available (see also Generate Tracking ID in The Persistent Menu). Select > to minimize the message.

      error_message_NL.png

      Error Message
    • Information – An indication of a normal event about which you should take notice. Select X to remove the message.

      info_message_NL.png

      Information Message

    Adding Information in Multiple Languages on the Research Information Hub

    You can add information to the title, description and keywords in multiple languages for the following areas:

    • Projects
    • Activities
    • Resources

    This feature works on multilingual environments only. For configuring multilingual environments see here.

    To Add Information in an Additional Language
    1. Select the plus icon at the top of the section. 
    2. Select the language from the searchable drop down list.

      Add new language for editing.

      Add Language for Editing Information
    3. Update the information in the new language.
      Title updated to French.
      Updated Information

    Note that if you delete a language, information that was added in that language will also be deleted.

    Tabs

    Many pages contain too much information to fit on one page, or information that is better grouped together on subpages. These pages contain tabs at the top of the information. On some pages, the name of the page and some information at the top of the page (above the tabs) remains as you navigate between tabs. On other pages, navigating to a new tab may change the page name and remove or replace the top information.
    In addition, many pages contains tabs with similar functionality.

    "Has Content" Indication

    When a page contains multiple tabs, a blue icon has_contents_indicator_icon.png indicates that the tab has a table or list with user-configured or system-generated content.
    For example:
    tabs_with_content_indicators_highlighted._NLpng.png
    Example of Has Indicator Indication
    Although a tab may contain information in its form section, the “Has Content” indication appears only when a table or list on the tab contains contents.

    Assigned to Me, Unassigned, Assigned to Others Tabs

    Several pages in Esploro contain tasks that may be assigned to you or others. Tasks are items or requests that are waiting for attention from an operator. Pages with tasks are divided into three tabs, as follows.
    • Assigned to Me - These items are assigned to you. This tab provides the most options, typically including the option to unassign the item or assign the item to another operator.
    • Unassigned - These items are not assigned to any operator. You may be able to perform most actions on this page, but not as many as you can perform on the Assigned to Me tab. If you have the relevant permissions, this tab also allows you to unassign the item or assign the item to yourself or to another operator.
    • Assigned to Others - These items are assigned to another operator. This tab provides the fewest actions to perform. If you have the relevant permissions, this tab allows you to unassign the item or assign the item to yourself or to another operator.
    When you select to change the assignment, a dialog box appears. You can enter the target operator and an optional note, and whether to send the operator an email about the assignment.
    assign_to_pane_ux.png
    Assign To Dialog Box

    Notes Tab

    The Notes tab enables you to view, add, or remove notes that are relevant to the page. It appears on Esploro pages such as User Details.
    Add a note using by selecting Add Note. To edit a note, select Edit from the row actions menu.
    po_line_notes_tab_ux_NL.png
    Notes Tab
    Edit Note.png
    Edit Note
    The "Has Content" Indication appears on this tab only after a note is added manually by a staff member.
    To delete a note, select Delete from the actions row menu and select Confirm in the confirmation dialog box.

    Attachments Tab

    The Attachments tab enables you to view, attach, and remove attachments relevant to the page. It appears on Esploro pages such as User Details.
     
    User_Details_Attachments_Tab.png
    Attachments Tab
    • To add an attachment, select Add Attachment. Browse for a file, add a URL and/or note, if required, and select Add Attachment.
    • To edit an attachment, select Edit in the row actions menu.
    • To delete an attachment, select Delete in the row actions menu and select Confirm in the confirmation dialog box.
    • To download a file, select Download in the row actions menu, browse to the download folder, and select OK.

    The maximum attachment size is 25 MB.

    History Tab

    The History tab displays the history of changes to the fields on the page. It appears on Esploro pages such as User Details.
    A new or removed value in a field is considered a change. The first value assigned to a field is not considered a change.
    User_Details_History_Tab.png
    History Tab

    Drop-Down and Quick Pick Lists

    In the various drop-down lists, you can enter part of the field name and then select it from the list of matching terms that appears.
    Advanced_Search_drop-down.png
    Terms Matching Entered Text
    Recent terms that you selected appear at the top of the list.
    new_ui_recent_field_searches.png
    Recently Searched Terms at Top of List
    Quick pick lists also allow you to select an item from a list, but provide more information and context for the selection. A quick pick list can be identified by the icon selection_icon_ux.png in the field.
    Search_with_Pick_List.png
    Quick Pick Field
    When selecting an item from a quick pick list (vendors, funds, users, and so forth), the list appears in an overlay pane, rather than on a new page. Select an item by selecting the item's row. If you have previously selected items of this type, select the Recent icon new_ui_recent_item_icon.png in the selection field to select any recently selected item.
    Recent_Selection_in_Quick_Pick.png
    Recent Selection in Quick Pick List
    Recently selected items may be disabled on certain pages due to privacy concerns.

    Lists and Tables in Esploro

    This section presents information to help you work with the lists and tables that appear various locations in Esploro.

    Common Table/List Types

    The sections below show common types of lists and tables in Esploro.

    Record Lists

    Pages with record lists display one or more Esploro records vertically down the page, such as search results (see Searching in Esploro).
    Research_Assets_Search_Results.png
    Research Assets Search Results
    Lists appear with:
    Each item in the list appears with:
    • Its number in the list
    • A check box, if there is a page-level action that can be performed on multiple items in the list
    • The item's name, typically linked to a page where you can view more information about the item
    • Various other information fields about the item
    • A row actions list that enables you to perform actions on the item. See List, Table, and Row Actions
    • If you are returning to this page after having viewed or edited an item in the list, that item is highlighted (see Last Item Edited Indicator).
    • On some pages, additional information appears in tabs at the bottom of each list item. For example:
      • Inventory in search results (see Viewing Inventory/Other Details) and citation details in reading lists (see Managing Citations) may appear. Select one of the tabs to expand or collapse this information. If an Expand table action is present, you can use it to pre-select that all tabs, or all tabs of a certain type, are expanded by default.
      • Electronic collection and portfolio details may be expanded for a particular title in the Community tab with icons indicating activation and/or availability. See the icon tooltips for additional information.
    Record List Fields with Multiple Values
    Some fields in repository search results may have multiple values. For example, in the All titles, Physical titles, Electronic titles, and Digital titles repository search results, multiple values can appear for the Record number field when there are multiple 035 $a entries in the cataloging record. When a field has multiple values, the search results appear with the multiple values icon ( Downward_Pointing_Double_Arrows_02.png ). Select the multiple values icon to display all the values for the field. In the case of the Record number field, the multiple 035 $a values appear listed in the same order as presented in the MD Editor.
    Record_Number_with_Multiple_035_Subfield_a_Entries_02.png
    Record Number with Multiple 035 $a Entries
    The values that appear can be copied for copy/paste actions and can be exported using the Export list icon. When multiple values are exported to Excel, they are concatenated and delimited by a semi-colon.
    Record_Number_with_Multiple_035_Subfield_a_Entries_Exported_to_Excel_02.png
    Record Number with Multiple 035 $a Entries Exported to Excel
    Record List from Single Record Search
    When viewing a record list as a result of searching for a single record to select (such as when selecting Change Bib Record for a PO line), you can select the record by selecting anywhere in the record row.
    Configure Record List Appearance
    You can configure the fields, columns, and actions that appear on record lists. Select the Manage Column Display icon configure_repostory_list_icon_ux.png in the table actions list to open a configuration pane.
    search_results_01_with_configure_icon_highlighted_NL.png
    Record List
    The pane may not appear fully expanded. Select Show all to expand the pane.
    Customize_View.png
    Repository Search - Configuration Pane Expanded
    You can configure the fields that appear for each item in the record list. Select a column layout to change the number of columns. Drag and drop fields between columns. Hide a field by clearing the field's check box.
    You can drag and drop actions to configure which ones appear as the two action buttons. You can also clear an action so that it does not appear when you right-click the repository item (note that the action continues to appear when you select the ... menu).
    • For an entry in the list, if the entry does not contain a value for a field, the field does not appear.
    • Currently, when configuring the available row actions on a page, the list of row actions displays all actions that can be performed on the kinds of entries that populate the list, even if these actions do not appear on the page. Regardless of the row actions that you select to appear while configuring, if the action is not relevant for the page or the entry, it does not appear in the row actions.
    After you customize the columns on this page, the Manage Column Display icon displays a small green dot in the lower right corner configure_repostory_list_icon_customized_ux.png. When you select the icon again, the Restore list defaults option appears. Select to restore the fields and actions to their out-of-the-box settings.

    List Tables

    List tables display one or more elements vertically down the page in a table format. for example, the Reading Lists Task List page. They are often used to present tasks to the user: the list of resources, tasks, orders, or users that require operator attention (see Tasks in the Task List and Assigned to Me, Unassigned, Assigned to Others Tabs).
    reading_lists_tasks_list.png
    Reading Lists Task List Page
    List tables appear with:
    • When presenting a list of tasks, the table usually contains Assigned to You, Unassigned, and Assigned to Others tabs. See Assigned to Me, Unassigned, Assigned to Others Tabs.
    • A table actions list, if any. See List, Table, and Row Actions.
      • The second to last link export_menu_ux.png is an option to export the displayed elements in the table to Excel (see Export to Excel).
      • The last link configure_repostory_list_icon_ux.png enables you to customize the columns that appear. Select or unselect columns to appear in the table, and then select Done. For more information, see Working with Table Columns.
    • In some cases, you may have options to sort the list. You may be able to move an item down or up the list by selecting the up or down arrows in the Move Up and Move Down columns. Or you may be able to drag and drop items by selecting and dragging the drag and drop icon Drag and Drop icon.png. The selected row is highlighted, and, as you drag the row up and down the table, a blank bar appears below or above other rows, indicating to where the selected item will be dropped.
    • Pagination options, when required (see Pagination)
    • Facets for filtering the items on the list (see Facets, Filters, and Secondary Search)
    Each item in the list table appears with:
    • Its number in the list
    • Various information fields about the item
    • A row actions list that enables you to perform actions on the item. See List, Table, and Row Actions.
    • If you are returning to this page after having viewed or edited an item in the list, that item is highlighted (see Last Item Edited Indicator).

    Code Tables

    Code tables are typically available only to administrators. They display a list of options that may be available as a drop-down list in some other area of Esploro.
    vat_codes_ux_NL.png
    Shipping Method Code Table
    Code tables appear with:
    Each item in the list appears with:
    • Its number in the list
    • The option to enable/disable the element by toggling a slider; a blue slider enabled_ux.png indicates that the element is enabled; a gray slider disabled_ux.png indicates that the element is disabled. These sliders are not functional on all code tables. If the slider colors are muted (enabled_ux_muted.png / disabled_ux_muted.png ), you must first enable the line using the Customize row action before you can change their values.
    • The options to move an item down or up the list by selecting the up or down arrows in the Move Up and Move Down columns
    • The code and description of the item. These can often be changed, either directly or after selecting Customize in the item's row actions list. Select Save after making any changes to the table.
    • The option to select one of the items as the default value. Only one value can be selected. For some tables, this value may be disabled or may have no relevance.
    • The user who last changed the element and the date of the last change
    • A row actions list, typically containing at least the option Customize if you have not yet customized the list, or Restore if you have. Select Restore resets the row to its original value. After selecting a row action, select Save at the top of the page to save your changes. When available, select Delete to remove the row.

    Mapping Tables

    Mapping tables are typically available only to administrators. They display configurable elements that control other areas of Esploro.
    vat_codes_ux_NL.png
    VAT Codes Mapping Table
    Mapping tables appear with:
    • The page title Mapping Table
    • A summary header with basic information about the table
    • A table actions list, if any. See List, Table, and Row Actions.
      • Add Row enables you to add a new row, when available (see Adding Lines to Tables).
      • The last link export_menu_ux.png is an option to export the displayed elements in the table to Excel (see Export to Excel).
    • The option to Cancel your changes or Save to save your changes
    Each item in the list appears with:
    • Its number in the list
    • The option to enable/disable the element by toggling a slider; a blue slider enabled_ux.png indicates that the element is enabled; a gray slider disabled_ux.png indicates that the element is disabled. These sliders are not functional on all mapping tables. If the slider colors are muted (enabled_ux_muted.png / disabled_ux_muted.png ), you must first enable the line using the Customize row action before you can change their values.
    • The key (code) and other information for the item. These values, other than the key, can often be changed, either directly or after selecting Customize in the item's row actions list. Select Save after making any changes to the table.
    • The user who last changed the element and the date of the last change
    • A row actions list, typically containing at least the option Customize if you have not yet customized the list, or Restore if you have. Select Restore resets the row to its original value. After selecting a row action, select Save at the top of the page to save your changes. When available, select Delete to remove the row.

     

    List, Table, and Row Actions

    A page containing a table or list may present actions that apply to the entire table or list, or to all selected items in the table or list. This list is called the table actions list and it appears at the top of the table. If there are too many actions to display, additional actions are available in the Actions menu to the right of the displayed actions. If any of the actions can apply to selected items only, or if a page-level action (such as Select) can apply to selected items only, each item in the table or list appears with a check box.
    table_actions_list_NL.png
    Table Actions List
    All table actions lists include the Export Menu icon export_menu_ux.png, with options to export all or some of the list to a Microsoft Excel file. See Export to Excel. Another common table action above a table is Add Row; see Adding Lines to Table. Code tables allow you to add lines in bulk; see Importing Code Table Information.
    Rows in the table or list contain the row actions list, which are actions that apply to the specific item in the row. You can access the row actions list from the ... menu at the right of the list or by right-clicking the item anywhere in the row as long as you are not right-clicking directly on a link). For some lists, one or two actions may be visible directly in the row.
    right_click_menu.png
    Row Actions List

    Adding Lines to Tables

    For most tables, you can add a new item by selecting Add Row or Add <X> above the table. A pane to enter the new row's information appears.
    user_details_identifiers_with_add_identifier_highlighted_NL.png
    Add Row Table Action
    Enter any required or optional information, or select the values from the drop-down lists, and select Add or Add <X> (to add the item without closing the pane) or Add and Close in the pane. All (non-obvious) fields are described on the relevant documentation page in this guide.
    Areas within pages in which you can add multiple lines (such as locations for ordered items) also use Add <X> at the top of the area.
    new_ui_add_x_dropdowns.png
    Add Row to Table

    Importing Code and Mapping Table Information

    On many code tables and on mapping tables, you can select Import in the table actions list to import data to the table in bulk. Importing information overrides all of the existing entries in the table.
    shipping_method_ux_with_import_highlighted_NL.png
    Import Button on a code table
    Excel files can be imported in either *.xlsx or *.xsl formats.
    For code tables: 
    • The Excel sheet must be named CodeTable
    • The columns must be named Code and Description (case-sensitive) to match to the target, so after exporting a code table, rename the columns to these values.
    For mapping tables:
    • The Excel sheet must be in a specific structure. It is recommended that you export the existing table to get the existing values and the structure (if relevant), make your changes, and then import the changes back to Esploro, as described below.
    To import code table information:
    1. Export the file using Export > Excel (see Export to Excel).
    2. Open the Excel file and rename the Excel sheet CodeTable.
    3. Make your changes and save the file. Note that there should be no duplicate lines in the Excel file.
    4. Select Import on the relevant page. The Import Tables page appears.
    5. Select Browse to locate your file.
    6. Select Import to upload the file. The contents of the file appear on the page.
    7. Review your changes and select Import to import the changes to Esploro.
    To export mapping table information:
    •  The process as is for code tables, but without the need to change or rename the file.  

      The structure of the Excel file includes the actual codes that are imported back into Esploro, in addition to columns of descriptions that help you make sense of the data, but are not imported. The description values can be duplicated. In addition, the Excel file includes additional sheets, which are also not imported back into Esploro, that provide you with full lists of codes and values that can be inserted into the Esploro dropdowns - you can use these sheets when adding new rows to the Excel file, instead of referring to Esploro for these code/value combinations.  

      There cannot be duplicate lines in the codes that are imported back into Esploro. 

    Export to Excel

    On pages that contain lists or tables, you can export the list to Excel by selecting the Export Menu icon export_menu_ux.png and selecting Excel. When exporting a table with hidden columns, you can choose to export only the visible columns or all of the columns, including the hidden ones.
    export_options_ux.png
    Export Options
    There is a limit of 100,000 lines that can be exported at one time to Excel. If the amount of information to be exported exceeds the limit, the limit appears in the tooltip when you hover your mouse over the Excel option. Filter the list to be under the limit. Otherwise, note that only the first 100,000 are exported.
    During the export, Esploro displays a progress bar. Downloads proceed in the foreground. While the download is in progress, you can select Cancel to cancel the download in progress.
    If you do not want to wait for a download, you can instead create a set and run a job to export the set. For more information, see Running Manual Jobs on Defined Sets.
    Tables that have an Enabled column are exported with the values Yes for enabled or No for disabled.

    Table and Row Level Customization Mode

    For some code and mapping tables, each row of the table functions as an independent unit and is customized independently, while other tables function as a single unit so all of the rows are customized together. The Customization mode field indicates whether the table is configured at the table level (Entire table needs to be customized) or at the row level (Specific rows can be customized). If you have customized a table whose customization mode is Entire table needs to be customized, new rows added by Ex Libris to this table in future releases will not be added to your table. If you have customized a table whose customization mode is Specific rows can be customized, new rows added by Ex Libris to this table in the future will be added to your table as well.
    customization_mode_entire_ux_NL.png
    Table Level Customization
    customization_mode_specific_ux_NL.png
    Row Level Customization

    Code Table Label Translation

    Multi-language institutions can configure translations of some code table labels. See Configuring Institution Languages. The workflow is different depending on whether the table is one that is configured at the table level or the row level (see Table and Row Level Customization Mode).
    To customize translations of tables customized at the table level:
    1. Change the language filter to a language other than English.
    2. Edit the text in the Translation column.
    3. Select Save.
      shipping_method_ux_with_translation_highlighted_NL.png
      Table Level Customization
    To restore the translation changes in the table, select Restore Default Translations in the table actions list.
    To customize translations of tables customized at the row level:
    1. Change the language filter to a language other than English.
    2. Select Customize in the row actions list to customize a row, or select Customize All in the table actions list to make all of the rows of the table available for customizing.
    3. Edit the text in the Translation column.
    4. Select Save.
      discovery_interface_labels_with_translations_ux_NL.png
      Row Level Customization
    To restore the translation changes in the table, select Restore Translations in the row actions list of the row that you want to restore or select Restore Default Translations in the table actions list to restore the translations for all of the rows of the table.

    Facets, Filters, and Secondary Search

    You can filter the items in a list or list table using facets, filters, and the secondary search. Some or all of these appear on a page containing a list.

    Facets and Filters

    Facets on the left of a list match one or more of the fields or columns on the page. Beneath each of these facets is one of the available values for that field, followed by (in parentheses) the number of currently unfiltered items that match that value. Select one of the values to filter the items in the list to only those that match the selected value. The selected value appears above the list with an X. Select the X to remove that value from the filter.
    facets_ux.png
    Repository Search Page
    Some filters are permanent and appear over the list when the page first loads. The initial value of the filter may be pre-selected to the most common value, such as (in the above figure for borrowing requests) Active requests only.
    Facets and filters are all single-select: you cannot select multiple values for a particular facet or filter.

    The Facets panel bar can be collapsed to provide more room on the page while still remaining visible. It can be expanded again at any moment.

    Collapsed State Viewing Facets in Collapsed State To Restore

    Minimize the Facets pane by selecting << beside the word Facets. The panel collapses into a small stripe on the left of the screen.

    facets_minimized.png

    You can view the facets by hovering your mouse over the Facets stripe.

    facets_expanded_while_hovering.png

    Select >> to restore the Facets pane.

    Secondary Search

    In the above figure, you can see also the secondary search box. When appearing above a table, a secondary search acts as another kind of filter for the table. Select a value from the drop-down list of fields, enter text, and select the search icon search_icon_ux.png to filter the list. Note that this search is a "contains" search (except for a code search of the resource sharing partner list, which is a "starts with" search).
    You can move the keyboard focus to the secondary search box on a page by pressing the forward slash / on your keyboard.
    secondary_search_ux.png
    Secondary Search
    On various other pages in Esploro, you may use a secondary search to find or select a record, such as a user or vendor, on which to perform a certain action. These secondary searches are either plain text fields or quick pick lists (see Drop-Down and Quick Pick Lists).

    Pagination

    Some lists and list tables that contain a large amount of elements are paginated. For example:
    pagination_ux.png
    Pagination
    The pagination includes the current page and the total number of pages. Typically, each page displays 10 or 20 records by default. To navigate to other pages:
    • Select one of the arrows < or > (or press Alt-, or Alt-.) to display the previous or next page.
    • Select a page number to display that page.
    • Enter a page number in the small text box and select Go to display that page.
    • You can select the number of lines per page. On some pages, the range is between 10 and 50. On other pages it is between 20 and 100.
      results_per_page.png
      Results Per Page Tool
    • Esploro does not preserve selections that you make as you navigate from page to page (exception: Esploro remembers your selection for results per page). All actions on the page apply only to the visible selections you make on that page.
    • If the bottom pagination is not visible, a small floating version of the pagination element appears at the bottom of the page. To navigate to a specific page when the floating pagination is visible, select the page number, enter a new page number, and press Enter.

    Last Item Edited Indicator

    After editing (or viewing) an item in a list or table, and then returning to the list or table, the page automatically scrolls to the item that you were working on and a bar appears next to the item. For example:
    list_last_item_edited_ux.png
    Last Item Edited Indicator

    Working with Table Columns

    You can customize columns in lists and tables throughout Esploro in the following ways:
    • For columns that have up/down triangles, you can sort the rows in the table by that column by selecting the column heading. Select the column heading again to toggle between ascending and descending order.
      Sorting a table changes the order of the lines in the table, and your selected sort is retained when you leave and return to the page. However, the sort has no effect on how items in the table appear in other areas of Esploro. For example, if you sort users in descending alphabetical order (Z to A) on the Find and Manage Users page, the relevant list of users still appears in ascending alphabetical order (A to Z) when selecting to assign a task to a user.
    • Select between two column headings to change the width of table columns.
    • Select and drag a column heading left or right to change the order of table columns.
    • Hide and display columns by selecting configure_repostory_list_icon_ux.png in the table actions list. To configure record list columns, see Record Lists.
      configure_columns_ux.png
      Hide/Display Columns Pane
      • Clear the check box of a column and select Done to hide the column.
      • Select the check box of a hidden column and select Done to have it appear.
      • Select Restore list defaults to restore all columns to their original settings.
      If you have previously customized the columns on this page, the icon has a small green dot in the lower right corner configure_repostory_list_icon_customized_ux.png. When you select the icon, the option to Restore list defaults appears. Select to restore the columns to their out-of-the box settings.
    • Select the row list action View Hidden to display a pop-up of any hidden fields for that row. For example:
    hidden_columns_list_ux.png
    Hidden Columns List
    Customizations are retained for each list after moving to another page, logging out, and so forth.
    For a video describing this feature, see Show Hidden Columns.