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    Managing Research Assets

    A user must have one of the following roles to manage research assets:
    • Research Assets Curator
    • Research Assets Manager (can delete assets)
    • Research Observer (view only)

    Before managing research assets, ensure that your administrator has configured research organization units and researchers. See Configuring Research Organization Units and Managing Researchers.

    Managing Research Assets

    You manage research assets on the Research Assets page. To open this page, search for research assets; see Searching in Esploro.

    Research_Assets_04.png

    Research Assets

    The Research Assets page displays a record list of research assets, including research deposits; for more information about record lists, see Record Lists in the Alma documentation. For information about the tabs that appear beneath each result, see Viewing Additional Asset Details.

    By default, the assets are sorted according to an internal ranking mechanism that is based on Apache Solr; for more information, see http://www.solrtutorial.com/solr-search-relevancy.html. Ranking factors include:
    • Term Frequency – The higher the search term frequency in the asset metadata, the higher the score.
    • Inverse Document Frequency – The rarer a search term is across all assets' metadata in the index, the higher its contribution to the score.
    • Coordination Factor – The more search terms found in the asset metadata, the higher its score.
    • Field Length – The more words a field contains, the lower its score. This factor penalizes assets with longer metadata field values.
    You can change the sort using the Sort by and Secondary Sort by drop-down lists, using the following options:
    • Rank
    • Title – Asc
    • Title – Desc
    • Update Date – Asc
    • Update Date – Desc
    • New for November!   Asset Date – Asc
    • New for November!   Asset Date – Desc
      The Asset Date sort uses a special hierarchy for determining the sort since some date fields may be empty. The hierarchy of date fields used to determine the sort is:
      • ETD Degree Date
      • Publication Date
      • First Online Publication Date
      • Copyright Date
      • Date Posted
      • Availability Date
      • Date Presented
      • Date Valid
      • Date Issued
      • Date Approved for Publishing
      • Date Accepted for Publishing
      • Date ETD Defended
      • Date Submitted
      • Date Completed
      • Date Created
      • Date Collected
      • Other Date
      • Date Updated

      Note that this same hierarchy is used to identify the date that appears in the asset search results as shown in the illustration above.

    You can filter the assets using the facets in the left pane of the search results. Facets include a count in parentheses next to the facet label. The numbers in parentheses are directly related to the total count of assets.
    Select the facet to narrow the search results. You may select more than one facet when multiple facets are available. You clear a previously selected facet by selecting the X icon beside the selected facet. If you have multiple facets selected, select Clear all to clear all your facet selections.

    Asset Icons

    The following icon may appear beside an asset:
    • – Not publicly visible, either due to status (the asset is still a deposit) or a license restriction.

    Viewing Additional Asset Details

    Additional information about the asset appear beneath each asset, where relevant.

    Tabs in Assets
    • The files comprising the asset appear in the Files tab. Select the link in any file row to view the file with descriptive information in the research asset viewer. To configure the descriptive information that appears in the Descriptive Information area of the research asset viewer, see Viewing Additional Asset Details. For general information about the viewer, see The Alma Viewer in the Alma documentation.

      file_viewer.png

      Research Asset Viewer
      If an asset does not have a value for a particular field, that field does not appear in the Descriptive Information area of the viewer.
    • Metadata information appears in the Asset Details tab.
    • Related assets, and their relationships, appear in the Related Assets tab. Select the link in any row to view the related asset. Related assets are added in the Relationships section that is available when adding or editing any asset or deposit (see Adding Staff-Mediated Research Deposits)
    • The deposit policy to which the researcher agreed when making the deposit appears in the Deposit policy tab. To configure whether the entire policy appears in this tab, see Configuring Esploro Deposit Policies.

    Working With Research Assets

    The actions available for each asset depend on your user role, the asset's status, and other details about the asset. The actions are:
    • Delete (Research Assets Manager only) – Delete the asset.
    • Edit – Edit the asset. When editing an asset, the details page includes two tabs: Asset, which includes the asset details, and Notes.
      Asset tab. In the Asset tab, you can modify the following components:
      • Deposit
      • Files
      • Links for Remote Access
      • Creators and Contributors
      • Statuses and Dates
      • Asset Details
      • Publications Details (is part of)
      • Article Information
      • Parent Details
      • Conference / Event
      • Additional Description Fields
      • Description and Research Topics
      • Geospatial Information
      • Access Rights and License (Asset level)
      • Asset Grants and Funders
      • Comment
      • Relationships
      • Local Fields
      • Research Acceptance of Deposit Policy
      Notes tab. In the Notes tab you can view certain events that occurred when the asset was a deposit and the note added by the researcher or Esploro when the asset was created or approved, and you can add, edit, and delete notes.
    • Change asset type – Change the asset category and/or type (not available for an ETD). When you select this action, the Change asset type pane appears. Select the new category and type and select Change to save your changes. You can also select Change and open in the generic form to immediately edit the asset.

      change_asset_type.png

      Change Asset Type Pane
      When you change an asset type, some settings may not appear when you edit or view the asset if these settings are not relevant to the new type. Nevertheless, these settings are retained in the asset's metadata. You can view and/or edit these settings in the generic form.
    • Edit in generic form – Edit the asset in the generic form (not available for an ETD) . See Adding Staff-Mediated Research Deposits - Generic. See the above note.
    • Link ETD to a researcher (ETD only) – Use this action to link an existing local student or researcher to the ETD. If the ETD is already linked to a local student or researcher, you can select Unlink ETD to a researcher.
    • View File / Files – View the file or files associated with the asset.
    • Register DOI – Register the DOI with the DOI registration agency. This option appears only if you have generated a reserved DOI for the asset. See Digital Object Identifier (DOI) Registration. Esploro attempts to register the asset's DOI with a DOI agency. If mandatory information is missing, Esploro notifies you to enter this information before you can register the DOI. For Crossref registration, the status of the registration request may be pending in CrossRef, in which case any changes to the status are sent by email to the email address that is configured for Crossref. For more information, see Configuring DOI Agencies.

    To add an asset, add a deposit and approve it. See Adding Staff-Mediated Research Deposits.

    Exporting Research Assets

    You can export a set of research assets to CSV format using the Export Research Assets manual job. See Running Manual Jobs on Defined Sets. For information about the CSV file format, see Esploro Import File Format.

    Note that creators and contributors, files, grants, and related assets (containing journal or book) are not included in the export.

    Adding Research Assets in Bulk

    You can add research assets in bulk using an import profile. For more information about import profiles, see Managing Import Profiles in the Alma documentation. When importing assets, Esploro tries to match assets to existing ones and overlays them, and, in addition, tries to match authors to existing authors, creators, and contributors and match them. The process for how this is done is currently internal, but will be made visible and configurable in the future.

    You manage Esploro import profiles on the Import Profiles (Esploro) page (Research > Import Assets > Manage Research Import Profiles).

    import_profiles.png

    Import Profiles

    After creating the import profile, run the profile on a file to import the records in the file. Actions you can perform on this page include:

    • Create an import profile – See below.
    • View or edit an import profile – Select View or Edit in the row actions list.
    • Run an import profile – Select Run in the row actions list. For more information, see Importing Multiple Records in the Alma documentation.
    • See a history of when the profile was run – Select History in the row actions list.
    • Contribute the profile to the community – Select Contribute in the row actions list. For more information, see Sharing Import Profiles in the Community Zone in the Alma documentation.
    • Delete the profile – Select Delete in the row actions list.
    To create an import profile:
    1. On the Import Profiles page, select Add New Profile page. The first page of a wizard appears.
      import_profile_new_1.png
      New Research Assets Import Profile - Step 1
    2. Research Assets is selected by default. Select Next. The second page of the wizard appears.
      import_profile_new_1.png
      New Research Assets Import Profile - Step 2
    3. Enter the following:
      • Profile name (mandatory) – A unique name for this profile.
      • Profile description – As required.
      • Originating system (mandatory) – Select a listed system, Esploro to upload an XML or CSV file, or Other. For information about the Esploro file format, see Esploro Import File Format.
      • File name patterns – A file name pattern (such as *.xml) filters out records that do not conform to the pattern you specify. Use this when the FTP directory contains additional files that should not be imported. This field supports regular expressions, with slight modifications:
        Otherwise, use regular expressions. Ensure that the regular expression you use exactly matches only the files that you want to import. For example:
        • A period . matches only a period (as if you had entered \\.).
        • An asterisk * matches zero or more characters of any type (as if you had entered .*).
        • All files ending in ".xml" (without the quotes): .xml$
        • All files containing the string “yLk” (without the quotes): yLk
        • All files beginning with “YLK” (without the quotes): ^YLK
        • All files beginning with “YLK” (without the quotes) followed by a space: ^YLK\s
        • Any file that contains at least one of the following words (without the quotes): “harry” or “potter” or “rowling”: \b(harry|potter|rowling)\b
        • Any file that contains all of the following words (without the quotes): “harry” and “potter” and “rowling”: (?=*?\bharry\b)(?=*?\bpotter\b)(?=*?\browling\b)
      • Import Protocol – The protocol used to retrieve the file containing the records. The options are:
      • Physical source format – For Exploro originating system, select New for September! XML or CSV. Otherwise, this is set automatically when you select import protocol and/or originating system.
      • Source format (not available for Esploro originating system) – Select the source format within the physical source.
      • Status – Set to Active.
      • Scheduling (if you select FTP or OAI as the import protocol):
        • Files to Import (FTP only) – Select All for all files found in the FTP location. Select New to select only those files that have not yet been imported.
        • Scheduler status – Select Active to have Esploro run this import profile periodically.
        • Scheduler – If the schedule status is Active, select when to run the import profile. Select Email Notifications to enter Esploro users and/or email addresses to receive notifications when the import profile runs.
    4. Select Next. The next page of the wizard appears.
      import_profile_new_1.png
      New Research Assets Import Profile - Step 3
    5. Enter the following information:
      Asset Import Profile Details Fields
      Field Description Value
      Link to Resource – Esploro uses this section to create the URL to each research asset in the import profile.
      Template Select to create a substitution string that enables Esploro to build the URL to the asset from multiple DC tags in the import profile. Enter the value in Template. A string with substitution codes $$LinkingParameter1 ... $$LinkingParameter5, where each substitution code represents one of the DC tags configured in the next area. For example:

      $$LinkingParameter1/$$LinkingParameter2

      Static URL from source Select to use a single DC tag from the import file as the URL to the research asset. Enter the tag in Dublin Core tag. The tag name, for example: dc.identifier.
      Linking Parameters – If you select Template, configure the required substitution codes for your substitution string in this area.
      Linking Parameter 1 - 5 Configure up to five substitution codes. Each code includes a DC tag from the import profile, when to use it, and whether to normalize it before using it. For each code, select Edit in the row actions list and configure:
      • Source Tag – Enter or select a Dublin Code tag. For example, dc:identifier.
      • Use source tag – Select whether to use this tag always, only when it contains an exact substring (enter the string), or only when it contains a regular expression (enter the regular expression). For example (regular expression):

        .*\.pdf$|.*\.jpg$

      • Normalization source tag – Select whether to perform no normalization or to perform normalization using a regular expression (enter the regular expression). Strings matching the normalization expression are removed from the tag, except for strings matching parts of the regular expression that are in parentheses. For example, if your normalization string is:

        \[.*\](.*)

        then initial brackets and anything they contain are removed from the tag: [98798]https://university.it/340/1/coccoli.pdf becomes https://university.it/340/1/coccoli.pdf.

    6. When you are done, click Save to save the profile.

    Esploro Import File Format

    Esploro file format must be in XML or CSV format.

    For an XML file, Ex Libris provides a schema for you to use to generate the XML. Contact Ex Libris customer support for details.

    Select here for an example CSV file. You can create your own CSV file by first exporting a set of research assets; see Exporting Research Assets.

    The fields in the CSV file are as follows. The first two fields, type and either group_id, research_asset_id, or research_originate_id are mandatory and must be in order. All remaining fields can be in any order: the first row must be a header file with the field codes; the order of the fields in the header determines the order of the fields in the other rows.

    ASSET_TITLE, ASSET_AFFILIATION, and ASSET_RESTYPE are also mandatory.

    CSV Fields
    Field Code Multiple Field Description Values / Format
    type   Line Type (mandatory) The type of record to import (see the next column). Multiple lines may be used to import a single assets and its creators, files, etc. These are grouped by the ID of the next column.

    Must be the first column.

    • ASSET - The asset's main metadata.
    • PRTOF - The journal's asset metadata for an article.
    • CREATOR - A researcher creator.
    • OCREATOR - An organization or group creator.
    • CONT - A researcher contributor.
    • OCONT - An organization or group contributor.
    • LINK - A link.
    • FILE - A file.
    • RELATION - For future use.
    • GRANT - For future use.
    group_id   Group ID (mandatory *) Group ID is an arbitrary ID used to group records to an asset in this file.

    * One of group_id, research_asset_id, or research_originate_id must be the second column.

    Free text
    research_asset_id   MMS ID (mandatory *) When MMS ID is used, the asset in Esploro is replaced with the contents in this file. This field groups records to an asset in this file.

    * One of group_id, research_asset_id, or research_originate_id must be the second column.

    Free text (digits)
    research_originate_id   Originating System ID (mandatory *) The ID from the originating system, if any. When Originating System ID is used, the asset in Esploro is replaced with the contents in this file. This field groups records to an asset in this file.

    * One of group_id, research_asset_id, or research_originate_id must be the second column.

    Free text
    ASSET_TITLE   Asset Title (mandatory)   Free text
    ASSET_SUBTITLE   Asset Subtitle   Free text
    ASSET_DOI   Asset DOI   DOI
    ASSET_PMID   Asset PMID   PMID
    New for September! ASSET_PMCID   Asset PMCID   PMCID
    ASSET_ISSN   Asset ISSN   ISSN
    ASSET_ISBN Y Asset ISBN   ISBN
    ASSET_EISSN   Asset EISSN   EISSN
    ASSET_EISBN Y Asset EISBN   EISBN
    ASSET_PUBLISHER   Asset Publisher   Free text
    ASSET_PUBLISHDATE   Asset Publication Date At least one date is mandatory. YYYYMMDD
    ASSET_AVAILDATE   Asset Available Date At least one date is mandatory. YYYYMMDD
    ASSET_ACCEPTDATE   Asset Accepted Date At least one date is mandatory. YYYYMMDD
    ASSET_COPYRIGHTDATE   Asset Copyright Date At least one date is mandatory. YYYYMMDD
    ASSET_CREATEDATE   Asset Creation Date At least one date is mandatory. YYYYMMDD
    ASSET_RESTYPE   Asset Resource Category (mandatory)   Resource category, without the spaces; see Research Asset Categories and Types.
    New for September! ASSET_RESSUBTYPE   Asset Resource Type   Resource type, without the spaces; see Research Asset Categories and Types.
    ASSET_KEYWORDS Y Asset Keywords Asset additional subjects. Free text
    ASSET_PEEREVIEW   Asset Peer Reviewed  
    • Yes
    • No
    • Unknown
    ASSET_LANG Y Asset Language   Three letter code
    ASSET_ABSTRACT   Asset Abstract   Free text
    ASSET_COPYRIGHT   Asset Copyright Copyright statement. Free text
    ASSET_LICENSECODE   Asset License   License code; see Configuring Esploro Licenses
    ASSET_ACCESSRIGHT   Asset Access Rights   Access Rights ID; see Configuring Esploro Access Rights
    ASSET_ACCESSRIGHTDATE   Asset Access Rights Date Relevant when access rights is not "open": A date associated with the access rights, such as a fixed embargo date. MM/DD/YYYY
    ASSET_ACCESSRIGHTEMBRG   Asset Access Rights Embargo Relevant when access rights is not "open": A time period associated with an embargo, such as 1 year after publication. Expression value; see Configuring Esploro Access Rights
    ASSET_AFFILIATION Y Asset Affiliation (mandatory) Research organization unit. Code, visible when viewing the organization unit; see Configuring Research Organization Units
    ASSET_GRANTNOTE   Asset Grant Note   Free text
    ASSET_ORIGASSET_ID   Originating System ID The ID from the originating system, if any. Relevant when not using research_originate_id. Free text
    ASSET_SUBMITDATE   Asset Submitted Date At least one date is mandatory. YYYYMMDD
    ASSET_ORIG_REPOSITORYNAME   Asset Originating System Name The asset name from the originating system, if any. Free text
    ASSET_PAGES   Asset Pages   Free text
    ASSET_SIZE Y Asset Size   Free text
    ASSET_EXTENT Y Asset Extent   Free text
    ASSET_FORMAT Y Asset Format   Free text
    ASSET_MEDIUM Y Asset Medium   Free text
    ASSET_EDITION   Asset Edition   Free text
    ASSET_SUBJECT Y Asset Subject Asset research topics. A research topic code; see Appendix: Research Topics
    ASSET_DISCIPLINE Y Asset Discipline Not in use  
    ASSET_VERSION   Asset Version   Free text
    ASSET_ACCRUALPLCY Y Asset Accrual Policy Not in use  
    ASSET_ACCRUALPRD Y Asset Accrual Periodicity Not in use  
    ASSET_ACCRUALMTHD Y Asset Accrual Method Not in use  
    ASSET_OPENACCESS   Asset Open Access  
    • Yes
    • No
    • Unknown
    ASSET_PRVNCE   Asset Provenance Not in use  
    ASSET_ALTTITLE Y Asset Alternate Title   Free text
    ASSET_TRANSLATTI Y Asset Translated Title   Free text
    ASSET_OTHERTIT Y Asset Other Title Asset alternate title 2. Free text
    ASSET_SERIES   Asset Series   Free text
    New for September! ASSET_VOLNUM   Asset Volume Number   Free text
    ASSET_IDURI   Asset ID URI Not in use  
    ASSET_IDOTHER   Asset ID Other Not in use  
    ASSET_IDPQDT   Asset ID PQDT Not in use  
    ASSET_DATEISS   Asset Date Issued At least one date is mandatory. YYYYMMDD
    ASSET_DATESUB   Asset Date Submitted For ETDs. At least one date is mandatory. YYYYMMDD
    ASSET_DATEUPD Y Asset Date Updated At least one date is mandatory. YYYYMMDD
    ASSET_DATEVALID   Asset Date Validated At least one date is mandatory. YYYYMMDD
    ASSET_DATEEPUB   Asset Date E-Published At least one date is mandatory. YYYYMMDD
    ASSET_DATEPOSTED   Asset Date Posted At least one date is mandatory. YYYYMMDD
    ASSET_DATEOTHER Y Asset Date Other At least one date is mandatory. YYYYMMDD
    ASSET_DATEAPP   Asset Date Approved For ETDs. At least one date is mandatory. YYYYMMDD
    ASSET_DATECOMPL   Asset Date Completed For ETDs. At least one date is mandatory. YYYYMMDD
    ASSET_DATEDEGREE   Asset Date Degree Awarded For ETDs. At least one date is mandatory. YYYYMMDD
    ASSET_DATEDEF   Asset Date Defended For ETDs. At least one date is mandatory. YYYYMMDD
    ASSET_DATEPRESNT   Asset Date Presented At least one date is mandatory. YYYYMMDD
    ASSET_CONFNAME   Asset Conference Name   Free text
    ASSET_CONFNUM   Asset Conference Number   Free text
    ASSET_CONFLOC   Asset Conference Location   Free text
    ASSET_CONFDAT   Asset Conference Date At least one date is mandatory. YYYYMMDD
    ASSET_EVNTNAM   Asset Event Name   Free text
    ASSET_EVNTLOC   Asset Event Location   Free text
    ASSET_EVNTDAT   Asset Event Date At least one date is mandatory. YYYYMMDD
    ASSET_EVNTTYP   Asset Event Type TBD  
    ASSET_DGRGRANT Y Asset Degree Grantor For ETDs. Organization research unit or external research organization. Code, visible when viewing the organization unit; see Configuring Research Organization Units
    ASSET_DGRLEVEL   Asset Degree Level For ETDs.
    • 0 - undergraduate
    • 1 - graduate
    • 2 - doctoral
    ASSET_DGRNAME   Asset Degree Name For ETDs.
    • BA
    • BS
    • MA
    • MFA
    • MSN
    • MSW
    • ME
    • MM
    • MS
    • MSArch
    • MSEd
    • EDD
    • DMA
    • PHD
    • BE
    ASSET_DGRDISC Y Asset Degree Discipline For ETDs. External research organization. Code, visible when viewing the organization unit; see Configuring Research Organization Units
    ASSET_DGRPSUB   Asset Degree Primary Subject For ETDs. A research topic code; see Appendix: Research Topics
    ASSET_DGRSSUB   Asset Degree Secondary Subject For ETDs. A research topic code; see Appendix: Research Topics
    ASSET_CTZNAUTH Y Asset author citizenship Not in use  
    PRTOF_EPAGE   Journal End Page For type PRTOF. Free text
    PRTOF_PAGE   Journal Start Page For type PRTOF. Free text
    PRTOF_ISSUE   Journal Issue For type PRTOF. Free text
    PRTOF_VOL   Journal Volume For type PRTOF. Free text
    PRTOF_ISSN   Journal ISSN For type PRTOF. Free text
    PRTOF_EISSN   Journal EISSN For type PRTOF. Free text
    PRTOF_PAGES   Journal Total Pages For type PRTOF. Free text
    PRTOF_TITLE   Journal Title For type PRTOF. Free text
    PRTOF_ID   Journal ID For type PRTOF. Free text
    PRTOF_IDTYPE   Journal ID Type For type PRTOF. Type of PRTOF_ID. TBD.  
    CREATOR_FAMNAME There can be multiple creator lines for the same asset Creator Last Name For type CREATOR. Free text
    CREATOR_GIVNAME   Creator First Name For type CREATOR. Free text
    CREATOR_MIDNAME   Creator Middle Name For type CREATOR. Free text
    CREATOR_NAMESUF   Creator Name Suffix For type CREATOR. Free text
    CREATOR_AFFILIATION   Creator Affiliation For type CREATOR. Organization research unit or external research organization. TBD TBD
    CREATOR_EMAIL   Creator Email For type CREATOR. Free text
    CREATOR_RESEARCHERID   Creator Researcher ID For type CREATOR. Web of Science Researcher ID. Free text
    CREATOR_ORCID   Creator ORCID For type CREATOR. Free text
    OCREATOR_FAMNAME   Organization Creator Name For type OCREATOR. The organization name. Free text
    CONT_TYPE There can be multiple contributor lines for the same asset Contributor Type For type CONT. Code in table
    CONT_CONTNAME   Contributor Full Name For type CONT. Free text
    CONT_FAMNAME   Contributor Last Name For type CONT. Free text
    CONT_GIVNAME   Contributor First Name For type CONT. Free text
    CONT_MIDNAME   Contributor Middle Name For type CONT. Free text
    CONT_NAMESUF   Contributor Name Suffix For type CONT. Free text
    CONT_AFFILIATION   Contributor Affiliation For type CONT. Code in page
    CONT_EMAIL   Contributor Email For type CONT. Free text
    CONT_RESEARCHERID   Contributor Researcher ID For type CONT. Web of Science Researcher ID. Free text
    CONT_ORCID   Contributor ORCID For type CONT. Free text
    OCONT_ORGANIZATION   Organization Contributor Name For type OCONT. Organization research unit or external research organization. TBD Code
    LINK_LINKURL There can be multiple link lines for the same asset Link URL For type LINK. Free text
    LINK_LINKTITLE   Link Title For type LINK. Free text
    LINK_LINKDESC   Link Description For type LINK. Free text
    LINK_LINKTYPE   Link Type For type LINK. Code from the Asset File and Link Types table; see Configuring Research Asset File and Link Types
    LINK_LINKLCNSE   Link License For type LINK. License code; see Configuring Esploro Licenses
    LINK_LINKRIGHTS   Link Access Rights For type LINK. Access Rights ID; see Configuring Esploro Access Rights
    LINK_LINKOWN   Link Owner For type LINK. Link owner.
    • Institution
    • External
    FILE_FILEURL There can be multiple file lines for the same asset File URL For type FILE. Exiting file URL; the file will be downloaded from this URL and uploaded to Esploro. Free text
    FILE_NAME   File Name For type FILE. Free text
    FILE_LICENSE   File License For type FILE. License code; see Configuring Esploro Licenses
    FILE_RIGHTS   File Access Rights For type FILE. Access Rights ID; see Configuring Esploro Access Rights
    FILE_TYPE   File Type For type FILE. Code from the Asset File and Link Types table; see Configuring Research Asset File and Link Types

    Viewing the Research Import Profile Reports

    Running a research import profile produces two reports: a research asset import profile report indicating records processed, assets matched, authors matched, and assets imported and not imported, and an author matching report detailing matched authors and their associated assets.

    The research asset import profile report (on the Import Profiles (Esploro) page, select History in the row actions list of the profile and select Report in the row actions list of the run whose report you want to view) displays details about the assets that were uploaded by running the import profile.

    import_research_assets_job_report.png

    Import Profile Job Report

    For some result rows, you can select row actions to view the list of assets that match the result, create a set out of these assets, or download this list of assets to an XML file.

    When a research assets curator or manager approves author matches (when editing an imported research asset), the relevant numbers in the report are lowered, accordingly.

    The author matching report (on the Import Profiles (Esploro) page, select History in the row actions list of the profile and select Author matching (by authors) in the row actions list of the run whose report you want to view) displays details about authors matched by the import profile and their associated assets.

    author_matching_report.png

    Author Matching Report

    Select the relevant tab to view affiliated or non-affiliated authors. Select an author to view the reasearcher profile. Select the Matched Assets tab in any author to see associated assets.

    Importing Research Asset Files in Bulk

    If you have a set of research assets that link to files in other locations, you can import those files to Esploro in bulk and change the assets to point to the (now) local files instead. See the Import Research Assets Files job in Running Manual Jobs on Defined Sets. You can also reach this job by selecting Research > Import Assets > Import Research Assets Files.

    Asset Normalization

    Asset normalization is the process of automatically transforming the data in one or more assets. Currently, asset normalization can be used to automatically transform the data in a set of assets by running a manual research assets normalization job.

    The process of normalization includes the following steps:

    1. Create a research asset set. See Managing Search Queries and Sets.
    2. Create a normalization rule (also known as a drool): a series of transformation steps in a specialized syntax to conditionally match data in the asset and transform that data in some way: add to, delete, move, or replace the data. See Managing Asset Normalization Rules.
    3. Create a normalization process that includes the rule. See Configuring Normalization Processes, see below. This creates a manual job that you can run.
    4. Run the job on this set, specifying the normalization rule to use for the transformation. See Running Manual Jobs on Defined Sets.

    Managing Asset Normalization Rules

    To create a normalization rule:
    1. Select Research > Assets Management > Manage Normalization Rules. The Metadata (MD) Editor opens. The MD Editor is a rich, complex record editing tool. Most of its features are relevant only to Alma and are described in the Alma documentation (see Navigating the MD Editor Page).

      md_editor.png

      MD Editor
    2. Select Rules in the bottom of the left pane.

      md_editor_2.png

      MD Editor - Rules Subpane
    3. Select File > New > Normalization rules (Research). The Rules properties pane appears.

      rules_properties_pane.png

      Rules Properties Pane
    4. Enter a name and description, select Shared, and select Enabled. All of these actions are mandatory.
    5. Select Save to create the rule. The rule appears in the left pane under Normalization rules (Research) > Shared.

      normalization_rule_research.png

      Normalization Rule (Research)
    6. Enter the normalization script in the central text box and select Save. Full documentation regarding the normalization script syntax will be added in an upcoming release. For assistance, contact Ex Libris. Some examples include the following.

      rule "Remove digits"
          when
              exists "/record/title"
          then
          set TEMP"1" to get value "/record/title"
          remove substring using regex (TEMP"1","\\d+")
          replace "title" with value TEMP"1"
      end

       

      rule "Replace digits with -"
          when
              exists "/record/title"
          then
          set TEMP"1" to get value "/record/title"
          replace string by string (TEMP"1","\\d+","-")
          replace "title" with value TEMP"1"
      end

       

      rule "Get only the digits"
          when
              exists "/record/title"
          then
          set TEMP"1" to get value "/record/title"
          return substring using regex (TEMP"1","\\d+")
          replace "title" with value TEMP"1"
      end

    You can test the normalization rule without actually importing any records.

    To test a normalization rule:
    1. When editing the rule, select Save and test using external record. Alternately, you can reach for this page from the Main Menu (Research > Assets Management > Test Normalization Rules). The Testing Normalization of Research Assets page appears.

      testing_normalization_of_research_assets.png

      Testing Normalization of Research Assets Page
    2. Browse for the file or enter the file name and select Upload.
    3. Select the normalization rule and select Run test.
    4. You can view the results on the page.

    Configuring Normalization Processes

    For more information, see Asset Normalization.

    You can configure Esploro normalization processes on the (Asset) Process List page (Configuration > Research > Advanced Tool > Normalization Processes). For more information about this page and Alma processes in general, see Configuring Processes in the Alma documentation. On this page, you can add, view, edit, copy, and delete processes.

    process_list.png

    Process List Page
    To create a normalization process:
    1. On the (Asset) Process List page, select Add Process. Step one (Process Details) of a wizard appears.

      process_details.png

      Process Details Page
    2. Leave the fields as they are and select Next. The Process Details - General Information page (step 2) appears.

      process_details_general_information.png

      Process Details - General Information Page
    3. Enter a name and description (these are both mandatory), and select Next. The Process Details - Add Tasks page (step 3) appears.

      process_details_add_tasks.png

      Process Details - Add Tasks Page
    4. On this page, add one or more normalization rules (tasks) to apply in succession when this process runs. Each of these rules is a task. For each task, perform the following steps.
      1. Select Add Task. The Add Tasks pane appears.

        add_tasks.png

        Add Tasks Pane
      2. Select the only option (Research asset normalization) and select Add and Close.
    5. Select Next. The Process Details - Task Parameters page (step 4) appears.

      process_details_task_parameters.png

      Add Tasks Pane
    6. For each task that you configured in the last steps, select a previously defined asset normalization rule.
    7. Select Save to save the process. A new manual job appears on the Run a Job page. See Running Manual Jobs on Defined Sets.

    ETD Administrator Integration

    Esploro supports an integration with ETD Administrator (using SWORD server) for depositing dissertations and theses into Esploro. Integration is handled by the SWORD Server integration profile. See Configuring the SWORD Server Integration Profile for instructions. After the profile is created, the primary ETD administrator at your institution needs to contact ETD Administrator technical support and give them the URL, user name, and password.

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