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    Adding Staff-Mediated Research Deposits - Generic

    Generic

    This form appears for all types for which Ex Libris has not yet developed a type-specific form. In addition, this form is used to edit any information that does not appear because you have changed the asset's type, and that information no longer appears in the new type's form.

    new_deposit_page_2_generic.png
    New Deposit Page 2: Generic

    Enter or configure the following information.

    Deposit Section
    Field Description Values
    Academic unit One or more research academic units to associate with the deposit. Enter or select an academic unit
    Title The asset title. Enter a full or partial title. If there is a match in the research repository, select the match to pre-fill some of the other fields on the page.
    Files Section

    Add any additional files, as required. You can assign access rights and/or licenses of one or more files. Note that it is also possible to assign access rights and/or licenses at the asset level, instead of for each file; for more information about this option and about access rights and licenses, see the Access Rights and Licenses section.

    To configure access rights and licenses, see Configuring Esploro Access Rights and Configuring Esploro Licenses.

    To add a license to one or more files:

    Select the files, select Manage license, select the relevant access license to apply to the selected files, and select Set License. You can also manage the license when editing the file information.

    To edit file information:
    1. Select Edit File Information in the row actions list for a file. A pane to edit the file information appears.

      file_information.png

      File Information Pane
    2. Select the access rights policy for the file. See above for additional options that may appear.
    3. Select the license for the file.
    4. Optionally select the content type of the file's contents in Content Type. To configure these options, see Configuring Research Asset File and Link Types.
    5. Enter an optional description.
    6. Select Save.
    To add an access rights policy to one or more files:
    1. Select the files and select Manage access rights in the table actions list.
    2. Select the relevant access right policy to apply to the selected files. After selecting the policy, you may see additional fields to complete:
      • Open – The file is immediately available.
      • Open with Embargo – The file will be available after an embargo period. Select the end date for the embargo, or select a relative time period for the embargo, starting from the publication date.
      • Restricted – The file is visible to associated researchers but not available, except by request. Enter a reason for the restriction.
      • Closed – The file is not available to researchers. Enter a reason for the restriction.
      • Locally defined – Select a local access policy and enter a reason.
    3. Select Set Access Rights.

    You can also manage the access rights when editing the file information.

    Links to Remote Access Section

    Add any links, as required. When adding a link, you can select a type for the link. To configure these options, see Configuring Research Asset File and Link Types.

    When adding or editing a link, enter the following fields:

    • URL – The link to the output.
    • Link title – The text to display for the link.
    • Ownership – Select Institution for a link to a local resource or External for a link to an external resource.
    • Content type – Optionally select an output status. To configure these types, see Configuring Research Asset File and Link Types.
    • Description – Optionally enter a description.
    • Choose access right policy – Apply an asset right to the link. See Configuring Esploro Access Rights.
    • Select license – Apply a license to the link. See Configuring Esploro Licenses.

    link_information.png

    Link Information
    Creators and Contributors Section

    Add additional creators and contributors in the Creators and contributors section.

    To add a locally defined or external research academic unit or any other group as a creator or contributor:

    1. Select Add group creator / Add group contributor. A pane appears.
    2. Enter the organization in Affiliation.
    3. Select the type of contribution. This list can be configured by an administrator; see Configuring Contributor Types.
    4. Select Add and close.

    To add a locally defined researcher as a creator or contributor:

    1. Select Add creator / Add contributor. A pane appears.
    2. Select Search existing.
    3. Enter or select the researcher in Choose researcher.
    4. To add and use a name variant for the researcher, select Update researcher name on asset and enter at least the last name.
    5. Select the type of contribution.
    6. Select Add and close.

    To add any other person as a creator or contributor:

    1. Select Add creator / Add contributing. A pane appears.
    2. Select Create non-affiiated.
    3. Enter the user's first and last name (mandatory). Optionally add a middle name and/or a name suffix.
    4. Optionally select an external research organization in Affiliation.
    5. Optionally enter the person's ORCID number.
    6. Select the type of contribution.
    7. Select Add and close.

    To edit a creator or contributor:

    1. Select Edit in the row actions list of the person. The Edit creator / Edit contributor pane appears.

      edit_creator.png

      Edit Creator Pane
    2. Optionally select from an existing name variant, or add a new name variant, to display in the asset instead of the primary name. When adding a name variant, last name is mandatory.
    3. Optionally select a new role.
    4. Optionally select another internal or external affiliation, to display in the asset instead of the primary affiliation.
    5. Select Done.

    Once you have one row in the table, you can replace a researcher by selecting Replace in the row actions list for that researcher.

    Once you have more than one row in a table, you can move one or more of them. Either drag and drop a row by selecting and dragging the drag and drop icon, or perform the following steps:

    1. Select one or ore rows in the table
    2. Select Move selected. A pane appears.
    3. Select whether to move the selected rows to the top or bottom of the table, or before a specific other row in the table.
    4. Select Move Selected.

    If this asset was imported, some of the creators or contributors may have been matched by the import process. In this case, these people are considered only tentatively matched until you approve them .Two columns related to this feature appear for each person : Match status, indicating the certainty of the match, and Approve match.

    • To approve a single creator or contributor match, indicate this in the Approve match column.
    • To match all creators/contributors, select Approve all creator matches / Approve all contributor matches.
    Statuses and Dates Section

    Add any relevant dates. Some of these dates are not available for certain categories and/or types.

    The list of types includes: accepted for publishing, availability date, copyright date, date collected, date created, date issued, date presented, date valid, first online publication, other, posted to a pre-print archive site, published, submitted, or updated.

    Asset Details Section

    Enter any additional information about the asset in this section. Some information may be pre-filled if you selected a match when entering asset details.

    • Subtitle
    • Alternative title 1 / Alternative title 2 / Translated title
    • Publisher
    • Publication place
    • PMID / PMCID
    • Volume
    • Issue
    • Start page / End page
    • Pages
    • Edition
    • ISBN / eISBN – The International Standard Book Number (ISBN). For ISBN or e-ISBN, you can enter multiple values, separating each value with a comma.
    • Format – The media type or physical medium of the asset
    • Size – The dimensions of the asset
    • Language
    • Subtype
    • DOI – If the asset has a DOI, enter it here. If the asset does not yet have a DOI, and the asset category has an associated DOI agency (see Configuring DOI Agencies), the action Reserve DOI appears beside the DOI field. Select this action to generate a DOI for the asset. To register the DOI, see Managing Research Deposits Using the Research Deposits Page.
    Publication Details Section

    Enter any additional publication information about an article asset in this section. Some information may be pre-filled if you selected a match when entering asset details.

    • Publication title
    • NLM abbreviation
    • ISSN / eISSN
    • ISBN / eISBN – The International Standard Book Number (ISBN). For ISBN or e-ISBN, you can enter multiple values, separating each value with a comma.
    • SeriesSeries number
    • DOI – If the publication has a DOI, enter it here.
    Article Information Section

    Select if the containing journal is peer reviewed and if the asset is open access.

    Conference / Event Section

    Enter additional information about the deposit's conference / event. All fields are optional.

    • Conference name – The event in which the presentation was presented.
    • Conference date
    • Conference location
    • Conference number – If any.
    • Event name
    • Event date
    • Event location
    • Event type
    Description and Research Topics Section (or ANZSC Classification Codes Section)

    One of the following two sections appears, depending on your institution's initial configuration:

    • Description and Research Topics:

      Add an abstract, as required.

      Select one or more predefined research topics to associate with the deposit in Research topics. If any of your topics is not predefined, enter a comma-separated list of topics in Additional subjects.

      For Additional subjects, you can enter multiple values, separating each value with a comma.
    • ANZSC Classification Codes:

      Select Add Field of Research. In the pane, select a field of research, enter a percentage indicating the amount of the asset that is relevant to this field, and select Add and Close (or Add to continue adding fields).

      Select Add Socio-Economic Objective. In the pane, select a socio-economic objective, enter a percentage indicating the amount of the asset that is relevant to this objective, and select Add and Close (or Add to continue adding objectives).

      Select a type of activity: Pure basic research, Strategic basic research, Applied research, or Experimental development.

    Additional Description Fields Section

    Add any descriptions, as required. You can add a description type for each description.

    Geospatial Information

    Add any relevant geospatial information, indicating to where the dataset applies. You can add addresses, bounding boxes (bounded by north, east, south, and west coordinates), or a specific location point (by longitude and latitude).

    Access Rights and Licenses Section

    Select a predefined access rights policy and/or attach a predefined license. The access rights policy you select determines when the asset's files are available to view when a specific file does not have its own access rights policy defined. To select the access rights policies and/or licenses for individual files associated with the asset, see the Files section.

    The license type informs the reader of any license requirements attached to the asset (but does not have any other effect). To configure these options, see Configuring Esploro Access Rights and Configuring Esploro Licenses.

    You can also add a free text statement about the asset's copyright in Copyright statement.

    To add a license:

    In Select license, select the relevant access license to apply to the selected files.

    To add an access rights policy:

    In Choose Access Rights Policy, select the relevant access right policy to apply to the selected files. After selecting the policy, you may see additional fields to complete:

    • Open – The asset is immediately available.
    • Open with Embargo – The asset will be available after an embargo period. Select the end date for the embargo, or select a relative time period for the embargo, starting from the publication date.
    • Restricted – The asset is visible to associated researchers but not available, except by request. Enter a reason for the restriction.
    • Closed – The asset is not available to researchers. Enter a reason for the restriction.
    • Metadata and files are closed – TBD
    • Locally defined – Select a local access policy and enter a reason.

     

    Grants Section

    Select existing grants or add a new grant to associate with this asset.

    To select an existing grant, select Add Grant, select Select Grant, enter or select the grant in Suggested grants (if there are no suggestions, this field does not appear) or All grants, and select Add and close.

    To create a grant, enter the grant ID and grant name (optional), enter or select the funder, and select Add and close.

    You can also optionally add a note relevant to all grants in Grant Note.

    Relationships

    You can optionally add relationships to other assets.

    To add a relationship to an existing local asset:

    1. Select Add Relationship. A pane to define the relationship appears.
    2. Select Search existing assets (this is selected by default).
    3. In Choose asset, search for and select the asset.
    4. In Relationship Type, select the type of relationship that exists between this asset and the one you selected. Some or all of the following options are available, depending on the asset category. For more information on the relationships, and to configure them, see Configuring Asset to Asset Relationships.
    5. When you are done, select Add and close. The relationship is added to the asset, and the reverse relationship is added to the other asset.

    To add a relationship to an external asset:

    1. Select Add Relationship. A pane to define the relationship appears.
    2. Select Add external. The pane refreshes.
    3. Enter the external asset's title (mandatory), DOI, and URL (mandatory).
    4. When you are done, select Add and close. The relationship is added to the asset.
    Comment Section

    Add an optional comment.

    Researcher Acceptance of Deposit Policy

    If the researcher selected to accept the deposit policy when creating the deposit, the field Has the researcher accepted the deposit policy is pre-selected. For a staff-mediated deposit, ensure that the researcher agrees to the policy and select this field when creating the deposit.

    When selected, additional fields appear.

    • Policy accepted – The name of the policy that the researcher accepted. This value is pre-filled if the researcher accepted a policy when submitting the deposit.
    • Date policy accepted – The date that the researcher accepted the policy. This is pre-filled if the researcher accepted the policy when creating the deposit.
    • Note – After selecting a date, you can enter any additional notes in this field.
    Local Field Names Section

    When defined by your library, you can enter 1-5 fields of free text information relevant to the asset. Use these fields to enter additional information not available in any of the other sections.

    To configure these fields, see Configuring Local Asset Fields.