Required Fields

All profiles must include the Primary ID field, because this field identifies the researchers.

If the profile you are creating will be used to add new researchers to the system, certain other fields are also required:

• General > Default Publication Language
• General > Has an Active Public Profile
• General > Has Access to the Researcher Profile
• General > Include In Smart Harvesting
• Researcher Name > Last Name

In addition, certain fields are required if you are assigning a value to any field in their category. For example, if you include any field in the Current Affiliations category, you must also include the Current Affiliations > Affiliation field. The required fields for specific sections are indicated in the table under Field Names and Values, below. In addition, when you create a profile, the app tells you if you need to add any required fields (see below). 

Matching a Profile to a CSV File

Other than the required fields, you can choose from a wide range of Researcher fields that can be populated from a CSV file.

For example, this CSV file contains researcher data for five fields – the Primary ID and four other fields:

The list of fields does not have to be in the same order as the columns in the CSV file. The CSV file should not contain any blank columns between the columns that contain data.

Adding Additional Default Values to a Profile

If all of the researchers will have the same value for a particular field, the field does not have to be included in the CSV file. Instead, you can add the field to the profile, leave the Header value for the field blank, and fill in the value under Default. When the Loader runs, it will populate the field with the Default value for all of the researchers it processes. Thus, in the example above, since all of the researchers are being assigned the Honors > Title value Visiting Scholar, you could actually leave the column out of the CSV file entirely, and then, in the profile, you could leave the Header of the Honors > Title field blank and enter Visiting Scholar as its Default value, and the result would be the same.

Adding Multiple Values to a Field

Some fields can contain multiple values. For example, a researcher can have multiple current affiliations, or know multiple languages. If you want to add multiple values for fields that support this option, you can do so by creating multiple columns in your CSV file, each with a different header, and configuring the profile accordingly.

Creating a New Profile 

1. In the app, select  to open the Actions menu, and then select  to open the Settings. The profile configuration form opens under Profiles. If any profiles already exist, one of them is automatically selected under Select a profile, and its properties appear below it, under Field Mapping.
2. Beside the Select a profile field, select the . A dialog box opens.

   

3. Under Profile name, enter a name for the new profile, and then select OK. The new profile is created. The Primary ID field is already mapped under Field Mapping, since it is a required field. (You can modify its Header if necessary, to suit the header that appears in the CSV file, as explained in the next step.)

   

4. Under Profile Type, select Update if this profile will be used to update the data of existing researchers, or Add if this profile will be used to create new researchers.
5. If the Profile Type is Add, below the list of fields, select  to add all the required fields to the Field Mapping list. (Using this button is optional – you can add them manually, if you prefer.) Edit the Header and/or the Default values for each of the fields, as required, as explained in the next step.
6. Below the list of fields, select  to add a mapping to the list. Fill in the information as follows:
   • Header – Enter the header of another column in the CSV file (the column after the Primary ID column). 
   • Default – Optionally. enter the value to assign to the field for researchers in the CSV file for whom the field is not defined (i.e., is blank). If the field should be left blank in this case, leave this value set to Default.
   • Field Name – From the dropdown list, select the field of the Researcher record in Esploro in which the value in this column should be saved. Because fields in different sections of the record sometimes have the same name, the fields in the dropdown list are arranged by category. After you add a field to the profile, the name of the category appears above the name of the field. For example, General is the category under which the Primary ID field appears.

     In some cases, selecting a particular field means that you also have to include certain other fields from the same category. For example, if you select the Current Internal Affiliations > Position field, you must also include the Current Internal Affiliations > Organizational Code field in the CSV file. When requirements of this sort exist, a message appears below the Field Mapping area.

     

7. Repeat the process in the previous step for each additional field that appears in the CSV file.
8. Select Save. The profile is saved.

ID Types

The following Identifier > ID Types can be used in the ID Types field. The value of the specified ID Type should be entered in the adjacent Identifier > Value field. 

If your researcher data contains multiple ID Types and Values, you can add pairs of columns to the CSV file and its matching profile for each ID Type - Value pair.