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    Hiding and Reordering Information for Research Management

    You can customize the display of information for research management in Esploro, including projects, activities, resources, etc. This includes reordering and hiding of information.

    Customizing Sections

    You can reorder and hide sections in the display.

    To customize sections:
    1. Select the customize button.

      Customize button.
       
    2. To update the display of sections for the current user select Sections Customization under User Customization.

      Sections Customization.png
       
    3. To update the display of sections for the entire institution select Sections Customization under Institute Customization.

      sections customization for institution..

      Organization Settings.
    4. Drag and drop a section to change its order.

      Reorder sections.
       
    1. Drag a section to the Hide area to hide that section from the display.

      Hide section.
       
    2. Select Reset to default to restore the Out of the Box settings.

    Reset to default.

    Customizing Actions

    You can reorder and hide actions in the display.

    To customize actions:
    1. Select the customize button.

      Customize button.
       
    2. To update the display of actions for the current user select Actions Customization under User Customization.

      Sections Customization.
       
    3. To update the display of actions for the entire institution select Sections Customization under Institute Customization.

      Actions customization for institution..

      Organization Settings.
    4. Drag and drop an action to change its order and drag it to the Hide area to hide it from the display.

      Hide section.
       
    1. Select Reset to default to restore the Out of the Box settings.

    Reset to default.

    Customizing Records

    You can control the display of records by displaying/hiding them in the display.

    To customize records:
    1. Select the customize button.

      Customize button.
       
    2. To update the display of records for the current user select Records Customization under User Customization.

      Sections Customization.

      Note that if an area was already customized in the past, the (Customized) label displays.
       
    3. To update the display of records for the entire institution select Records Customization under Institute Customization.

      sections customization for institution.


      Organization Settings.
    4. Deselect an item to remove it from the display in all records.

      Record customization.

     

    The first column of information always  displays in the brief results of the record. The second column of information does not display in the brief results when the view is narrowed.

    The third column of information displays as icons when the view is narrowed.

    Brief results view for projects with third column information as icons.

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