Working with Grant Information
Working with Grants
- Research Assets Manager
Esploro enables you to manage information about grants. This information is useful primarily for reporting purposes in Analytics, for example to view the list of assets that were sponsored by a grant. This page shows you how to manage grant information. For configuring grant information see here. For a video showing how to work with grants see here.
You manage grant information on the Find and Manage Grants page (Research Management > Grants > Manage Grants). You can add, edit, and delete information about grants on this page.
Current active grants are available on the Current tab. Past and inactive grants are available on the Historical tab. See Status, below, for more information on active, inactive, and past grants. You can enter search criteria in the secondary search to filter the list.
- On the Find and Manage Grants page, select Add Grant. The Grant Details page appears.
Grant Details - Enter the following information:
Grant Fields Field Description Values General Grant name (mandatory) Grant ID (mandatory) Grant URL The URL for the grant. Clicking on the grant name in the Researcher Profiles takes you to the URL. Acronym Alternative identifier for the grant. Funder (mandatory) The organization that funds the grant. Select from the list of external research organizations. To configure this list, see Configuring External Research Organizations. Funder abbreviation Grant type
This list is configurable (see Configuring Grant Types). Funder agency A sub-unit of a funder, if any. Expected start / end date If start/end dates are not known. Start / end date Period that grant is/was active. Status An Active grant is one that is not marked Inactive and not past its end date. It appears in all areas of Esploro. An Inactive grant does not appear in other areas of Esploro (when selecting grants, for example). You can manually set a grant to Inactive.
A grant is set to Historical automatically after its end date passes. A Historical grant does appear in other areas of Esploro.
- Active
- Inactive
- Historical
Category Optionally select a grant category. To configure categories, see Configuring Grant Categories. Amount Funding amount in local currency (additional currency options will be added in an upcoming release). Currency This is a non-configurable list. - USD
- AUD
- EUR
- GBP
- Visibility
Display in profiles Control the visibility setting of grants in the profile. Related Organizations – Select or enter related organizations (not the funder) to the grant. You can add external or internal affiliations. Set the Relationshiop Type for the organization to be either Host (organization that hosts the research) or Recipient (academic or organizational unit that was the recipient of the grant). Investigators – Select or enter investigators (researchers) awarded the grant. For each investigator, enter first and last name and select the person's role. When editing an investigator, you can edit only the role.
The list of available investigator roles can be managed in the Research Grant Investigator Roles table (Configuration Menu > Research Administration > Grants > Grant Investigator Roles). By default, only Principal investigator and Co-investigator are enabled.
Alternate IDs – Enter any alternate IDs for the grant, including ID and ID type. Description Description Research topics Select one or more predefined research topics to associate with the grant. Keywords If any of your topics is not predefined (Research topics), enter them here. A comma-separated list of topics. - When you are done, select Save to save your changes.
To edit a grant, select Edit in the row actions list.
To delete a grant, select Delete in the row actions list. Note that you cannot delete a grant that is currently associated with an asset.
To add a grant to a deposit, see any of the specific sections referred to in Adding Staff-Mediated Research Deposits.
| Pivot Field | Esploro Field |
|---|---|
| title | Grant Name |
| award_id | Grant ID |
| sponsor | Funder |
| begin_date | Start Date |
| end_date | End Date |
| amount | Amount |
| awarded_grant_id | Alternate IDs |