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    6. Quick Guide for Administrators in Esploro

    Quick Guide for Administrators in Esploro

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    1. Overview
    2. Research Information Management
    3. Configurations

    Overview

    This page gives an overview of the common tasks that an administrator can do to manage and configure research information in Esploro.

    • You can find a quick guide for researcher profiles here.
    • For basic training videos that walk you through the essentials of Esploro, see here.
    • For more advanced training videos  see here.

    The actions below are done from the Esploro research hub. Some features may require specific roles/privileges. For more information see here.

    Research Information Management

    Menu Items What can I do here
    Persistent search field.
    • Search for information in the hub
    • Perform advanced searches
    Quick links menu button.
    • Search for menu items
    • Add quick links to menu items
    Repository menu button.
    • Manage asset deposits
    • Manage existing assets
    • Import assets
    • Work with Smart Harvesting to populate your repository
    • Export (publish) records
    • Manage media mentions
    Researchers menu button.
    • Import and manage researchers
    • Import and manage researcher related information 
    Research Management menu icon.
    • Import and manage research activities
    • Import and manage grants
    • Manage projects
    • Manage organizations
    • Manage research resources
    Admin menu button.
    • Manage users and staff
    • Working with sets and jobs
    Analytics menu icon.
    • Design and visualize data analytics
    • Work with Analytics Objects
    • Esploro out of the box reports
    Show MDE menu button.
    • Metadata editor
    Configuration menu button.
    • Go to the configuration menu
    User management button.
    • Manage user details and sign out/in
    • Update menu language and UI preferences
    Tasks button.
    • View tasks requiring your attention
    Help button.
    • Browse the online help and how-to videos and view Esploro release dates
    • Suggest an idea and generate tracking information for support
    Recent entities button.
    • View recent entities
    Cloud apps icon.
    • Browse the cloud app center
    Customize menu button.
    • Customize menu items
    Add widgets icon.
    • Add widgets

    Configurations

    Menu Items What can I configure here
    Repository configuration menu button.
    • Access rights and licenses
    • Asset details
    • Deposits
    • ETDs
    • PDF cover pages
    • Integrations
    • Student deposits
    Researchers configuration menu button.
    • Researcher details and settings
    Portal and profiles configuration menu button.
    • Research portal
    • Researcher profiles
    • General settings such as branding  in the portal
    Research admin menu button.
    • Activities
    • Grants
    • Media mentions
    • Organizations
    • Projects
    • Research resources
    Assessment and compliance menu button.
    • Assessment profiles
    General configuration menu button.
    • External systems such as ORCID and Pivot-RP, integration profiles, allowed emails for testing, etc.
    • General settings such as country names, languages, logos, etc.
    • Institution settings such as citations, scheduled jobs, etc.
    • Letters
    • Migration (Amazon credentials)
    • Roles and privileges
    • User settings such as ID generation, operator details visibility, user mandatory fields, etc.
    Back menu button.
    • Exit the configuration menu
    View article in the Exlibris Knowledge Center
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      • Hiding and Reordering Information for Research Management
      • Working with Research Resources in the Esploro Hub
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