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    Managing Grant Information

    A user must have the following role to manage grant information:
    • 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.

    You manage grant information on the Find and Manage Grants page (Research > Researchers > Manage Grants). You can add, edit, and delete information about grants on this page.

    find_and_manage_researchers.png

    Find and Manage Grants

    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.

    To add a grant (one at a time):
    Ex Libris can assist you in uploading your initial grants in bulk.
    1. On the Find and Manage Grants page, select Add Grant. The Grant Details page appears.

      grant_details.png

      Grant Details
    2. Enter the following information:
      Grant Fields
      Field Description Values
      General
      Grant name (mandatory)    
      Grant ID (mandatory)    
      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 agency A sub-unit of a funder, if any.  
      Funder abbreviation    
      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 not appear in other areas of Esploro.

      • Active
      • Inactive
      • Historical
      Expected start / end date If start/end dates are not known.  
      Start / end date Period that grant is/was active.  
      Amount Funding amount in local currency (additional currency options will be added in an upcoming release).  
      Category Optionally select a grant category. To configure categories, see Configuring Grant Categories.  
      Investigators – Select or enter investigators (researchers) awarded the grant. For each investigator, enter first and last name and select whether the person is a principle investigator or co-investigator. When editing an investigator, you can edit only the role.
      Alternate IDs – Enter any alternate IDs for the grant, including ID and ID type.
      Description
      Description Optional  
      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.
    3. 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.

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