This page describes how to work with user identifiers in Esploro, as well as mapping user accounts to external systems.
User Identifiers Overview
Configuring User Identifier Types
- Ex Libris configures the list of additional user identifier types for each institution. However, most institutions have at least the following user identifier types available for Esploro:
- Any other local user identifier types required
More identifiers may display, but they are not relevant for Esploro.
When configuring the list of additional user identifier types, Support can set which types are available to be added to staff and/or public users.
- To configure whether at least one additional user identifier type is mandatory when adding a user, add the Identifier 1 field for the relevant record type. When registering a user, you can add a user identifier type (other than the primary identifier) only if Identifier 1 is configured as a mandatory field.
- To configure the automatic generation of user identifiers when registering users, see Configuring User ID Generation. You can configure different automatically generated values for the primary identifier or for any other user identifier. Identifiers are not automatically generated when adding users from the Find and Manage Users page.
- To require that the primary identifier be in a specific format, configure primary_identifier_regex; see Configuring Other Settings.
Adding and Editing User Identifiers
- User Manager
- User Administrator
- Adding or editing user identifiers for any user: You add a primary identifier to a user when adding a user (see Adding Users) or when editing users (Managing User Identifiers (Tab)). When adding a user, a primary identifier is mandatory. In addition, another user identifier is mandatory when a mandatory user identifier field is configured.
When editing a user, you can add, edit, or remove additional user identifiers (you can view, but not edit, the primary identifier). The list of available identifier types might be different for different user types (staff or public).
Mapping User Accounts to Other Systems
You can map your user accounts to user accounts in external systems either by mapping your user identifier in Esploro to the identifier in the other system or by sharing your identifiers with other systems.
Student Information System (SIS)
When your institution already manages users in a SIS, Esploro needs to retrieve the user information from the SIS and store only Esploro-specific information for the researcher and user. For example, the user names, passwords, and user identifiers may be managed in the SIS, while the researcher's affiliations, education and alternate names are stored in Esploro. User identifiers for external users can be marked as internal (managed in Esploro) or external.
If your SIS does not offer not offer authentication services, can create users as external in Esploro, but assign passwords for them directly in Esploro. In this case, all the user information is managed from the SIS, but the passwords are stored in Esploro and managed by the Ex Libris Identity Service. When the user logs in, Esploro attempts both the external IdP and the internal one. If you would like to activate this behavior, please contact Ex Libris customer support.
External Authentication: SAML, CAS, LDAP, Cloud IDP
If you use an external authentication system, you may need to map Esploro user IDs to the IDs used by the external system. For more information, see Authentication.