Skip to main content
ExLibris
  • Subscribe by RSS
  • Ex Libris Knowledge Center

    Esploro 2022 Release Notes

    Search for what you need
     
    Search:            Release:
     
              Showing results for:   Main Features: | Additional Enhancements: | Resolved Issues:
     

    Click here to view the monthly release and maintenance schedules.

    September 2022 Sneak Preview 

    The upcoming September release will include features such as:

    • Ability to configure which fields should not be over-written when updating assets through SWORD.
    • Creating and displaying asset collections.
    • Display and browse research resources in the portal.

    August 2022 Sneak Preview 

    The upcoming August release will include features such as:

    • Ability to configure which fields should not be over-written when updating assets through SWORD.
    • Creating and displaying asset collections.
    • Display and browse research resources in the portal.

    July 2022 Sneak Preview 

    The upcoming July release will include features such as:

    • Edit projects' and activities' titles and descriptions in multiple languages. 
    • Update Esploro assets using SWORD, full override.

    June 2022 Sneak Preview 

    The upcoming June release will include features such as:

    • Enrich projects with images and logos
    • Researchers can add and edit activities on their profile

    May 2022 Sneak Preview 

    The upcoming May release will include features such as:

    • Configuration of student deposit forms for non-ETD assets, such as creative works and interactive resources
    • ETD approval email for students 

    April 2022 Sneak Preview 

    The upcoming April release will include features such as:

    • Add existing assets to a project.
    • Researchers can add and edit honors in their profile.
    • New Featured Researchers section in the homepage of the portal will be available.
    • Out of the box dashboard for projects in Analytics
    • Additions to the researcher activities subject area in Analytics

    March 2022 Sneak Preview 

    The upcoming March release will include features such as:

    • Add existing assets to a project.
    • Add additional pages to the research portal on demand such as FAQs, About, etc.
    • Display multiple Creators for Non-researcher Deposit on the ETD public form

    February 2022 Sneak Preview 

    The upcoming February release will include features such as:

    • Additional features will be added to the researcher activities entity in the research information hub, e.g. commercialization activity type.
    • Allow multiple authors for internal ETD forms (postponed from January).
    • Full display page for activities in the portal.

    Main Features

    New Table for Mapping Esploro Asset Types to BibTeX Entry Types

    August 2022 Data
    URM-167758

    You can now control the mapping of Esploro asset types to BibTeXentry types.

    Mapping table for Esploro asset types.

    Mapping table for Esploro Asset Types

    For more information see here.

    Update Open Access status from OpenAlex

    August 2022 Management
    URM-173073

    Esploro now updates the updates the published version  Open Access status based on Unpaywall (using the OpenAlex API). If the publication is free to read from the publisher (Gold, Bronze or Hybrid Open Access), the system will create a link to the publication as well as update the Open Access (published version) flag. Open Access is no longer updated based on CDI.

    This can also work for records imported via an Import Profile by enabling the option to Add Open Access status and link from Unpaywall via OpenAlex. It can also be enabled for records loaded via SWORD. Contact Esploro support if you are interested in this option.

    Add Open Alex.

    Add Open Access  via OpenAlex

    For more information see here.

    Adding Collections

    August 2022 Portal
    URM-170285

    You can now add Collections of related output to the Research Hub for display in the Portal.
     

    Collections on the portal.
    Collections on the Portal

    For more information see here.

    Researcher Approval for Assets

    August 2022 Researcher Profiles
    URM-169701

    Researchers can now claim their assets that were suggested by Smart Harvesting. The administrator marks the assets for researcher approval and the researcher is notified via email and in a new dedicated section in the private Researcher Profile. The researcher approves the author match for these records; other details of the asset can be approved separately. 

    Request researcher approval button.

    Request researcher approval

    Claim outputs window.

    Claim outputs window
     
    Claim new outputs.
    Claim new outputs

    For more information see here.

    Research Resources Display in the Portal

    August 2022 Portal
    URM-169397

    Research Resources are now displayed in the portal.

    Research Resources Menu Links.

    Research Resources Menu Links

    Research resources on the portal.

    Research Resources on the Portal

    See here for more information.

    New Rank for Matched on ID

    August 2022 Smart Harvesting
    URM-168341
    The author matching process first tries to match based on an author ID. If there is no match the Author Matching Algorithm is used. 
    Until now automatic approval of author matches could be configured based on the three ranks of the algorithm - Very Strong, Strong, Uncertain. A match based on ID was treated the same as "Very strong". It is now possible to configure a match based on ID separately - "Matched on ID". In existing profiles the flag will default to the value in place for "Very Strong".
    Matched on id status.
    Matched on ID
    See here for more details.

    Approve Smart Expansion Assets in Bulk

    August 2022 Smart Harvesting
    URM-169246
    It is now possible to approve assets that were loaded via Smart Expansion and are 'Pending Approval', in bulk. The Asset Approval option from the Smart Harvesting menu displays a list of assets that are pending. This enables the operator to select multiple assets and approve them using the Approve selected Assets option.
    Approve selected Assets.
    Approve selected Assets
    For more information see here.

    Update Assets using the SWORD Protocol

    July 2022 Data
    URM-170353

    It is now possible to update existing assets in Esploro using the SWORD protocol. You can choose whether to update the asset metadata and the related files or only the asset metadata. This is done according to the base URL.

    Currently this updates the entire asset. It should be tested on your Sandbox environment before making changes to production.

    For more information see Esploro Developers Network.

    Research Resources in the Research Information Hub

    July 2022 Management
    URM-168069

    Research resources are now available in the research information hub. Resources in Esploro provide a way to showcase institutional facilities, equipment, specialists, etc.

    Main resources page.

    Research Resources Page

    For information on working with research resources see here.

    Add Information in Multiple Languages

    July 2022 Researcher Profiles
    URM-164644

    On the researcher profile you can add information in multiple languages for projects and activities. This applies to the title, description and keyword/s.

    Edit project in different language.

    Edit in Multiple Languages

    This feature works on multilingual environments only.

    See here for more details.

    You can also add information in multiple languages for projects, activities and resources on the research information hub. See here for more information.

    Push Assets from Esploro Profiles to ORCID

    June 2022 Management
    URM-153722

    The Update researcher's ORCID job was updated and now pushes a researcher's assets from their Esploro profile to their ORCID profile. 

    Update researchers ORCID job.

    Update researchers ORCID

    See here for more details.

    View Many Creators or Contributors on a Single Page

    June 2022 Management
    URM-169206

    The Manage creators and Manage contributors buttons were added to the asset details page. This is useful when you have many contributors/creators for an asset. Selecting the button displays up to 500 contributors/creators on a single page. 

    The Manage creators link does not display until the deposit has been saved.

    Manage creators button.

    Manage creators

    For more details see Working with Research Assets.

    Upload Activities with CSV Loader

    June 2022 Data
    URM-168026

    It is now possible to import Researcher Activities into Esploro using a CSV loader.

    Activity CSV Loader page.

    Import Researcher Activities

    The CSV loader does not support multiple languages and does not currently support customers with multi-lingual Esploro. Customers who use the Esploro
    multi-lingual feature should wait for July, before running this in production.

    For more details see Uploading Resources with CSV Loader.

    Add and Edit Activities

    June 2022 Researcher Profiles
    URM-167452

    Researchers can now add activities to their profiles. Activities such as supervision of students and service to the profession can be edited on the private profile and display on the public profile.

    Add Activity form.

    Add Activity Form

    See Adding Activities to Profile for more details.

    Add Image and Logo Gallery to a Project

    June 2022 Researcher Profiles
    URM-168800

    You can now add images and logos to projects.

    Images and logo added to project in profile.

    Images and Logos in Project

    See Adding Images and Logos to a Project for more details.

    Display Related Assets on a Project Page 

    June 2022 Researcher Profiles
    URM-166859

    You can now add related assets to a project page when editing a project.

    Add related asset button.

    Add Related Asset

    Search for related asset.
    Search for Related Asset to Add

    Media Mentions Subject Area Available for Esploro Analytics

    June 2022 Analytics URM-170719

    The Media Mentions subject area is now available for Esploro Analytics. You can use the fields of this subject area to create reports on the media mentions associated with a researcher or with an internal or external organization. Examples of media mention types are Expert Quote, Press Conference, Researcher Activities, and Review. Media mention can be by radio, TV, internet, print, video, or any other platform.

    You can use the reports created by the Media Mentions subject area to answer the following business questions:

    • How many media mentions are there from each type and platform?
    • How many media mentions are associated with each researcher (also by type/platform/source)?
    • Who are the top 10 Organizations that have the most media mentions?
    • Which research topics are most common in all media mentions?
    • Where do most media mention happen?
    • How many media mentions were added by year/month?

    For more information, see Esploro Media Mentions.

    ROR Integration with EROD

    May 2022 Data
    URM-147459

    ROR (Research Organization Registry) is now integrated with EROD (External Research Organizations Database) as a source for external organization information.

    Central tab for External Research Organizations.

    External Research Organizations

    Automatic Email to Students for Submitted ETD Deposits

    May 2022 Managementidea exchange Idea Exchange
    URM-166205

    You can now configure Esploro to automatically send an email to students upon approval of their submission. This email contains a link to the output on the portal. For convenience, the DOI is also included in the email.
    Configure email to send to student after deposit approval.

    Configure Student Deposit Approval Letter

    For more information see Automatic Email to Student after Deposit Approval.

    New Asset Types for Student Deposit Form

    May 2022 Researcher Profilesidea exchange Idea Exchange
    URM-158744

    New, non ETD types, were added to the asset types available for student deposits. For more information see Working with Student Deposits.

    Asset type drop down list with new types for student deposits.

    Asset Type Drop Down List

    Display Activity Location on Profile 

    May 2022 Researcher Profiles
    URM-166152

    The activity location that is displayed on activities in the research hub, now also appears in the activity page under the researcher profile. Select the activity, or View in the Actions menu to view the activity details, including the location.

    View activity option from the Actions menu.
    View Activity from Actions Menu

    Locations in researcher profile.

    Locations Section in Activity

    Control Display of Organization Levels in Profile

    May 2022 Researcher Profiles
    URM-167995

    You can now control which organization level units display under the profile image. In the image below we see all the organization levels. You can decide to display the lowest level only (for example Business Management School in the example below), or highest and lowest (Business Management School, Esploro University).  

    Profile picture with affiliations.

    Profile Image with Affiliations

    Level display options for researcher profile affiliation.

    Researcher Profile Affiliation Display Settings

    For more information see Researcher Profile Affiliation Display.

    New Facet Added to Researcher Search Results

    May 2022 Researcher Profiles
    URM-166918

    The Position facet was added to the researcher search results.The facet includes both the Researcher position and the Researcher title fields.

    Out-of-the-Box Dashboard for Data Visualization Added for Esploro Research Activities

    May 2022 Analytics URM-169152

    A new dashboard was added to Esploro Analytics for data visualization for Esploro Research Activities. The reports of this dashboard illustrate the research activities being done in your institution with graphs, charts, and tables. For more information, see the Data Visualization Reports section under Esploro Analytics Reports.

    Researcher Add and Edit Honors

    April 2022 Researcher Profiles
    URM-164898

    Researchers can add and edit honors to their profiles from Settings > About

    Edit honors dialog box with title institution and date.

    Honors Details

    Honors are visible by default but can be hidden from the public profile.

    HIDDEN icon displays after selecting the VISIBLE icon.

    Honors hidden from Profile

    Researcher Add and Edit Projects

    April 2022 Researcher Profiles
    URM-152475 URM-152476

    Researchers can add and edit projects to their profile by selecting Add Content > Project. A dedicated UI for on-page editing was added to allow for easy, ongoing maintenance of the projects by the researchers.

    Projects allow researchers to feature research projects conducted in their institution and in collaboration with other researchers. The researcher can also edit the project details. 

    Add project to researcher profile.

    Add Project to Researcher Profile

    Add Featured Researchers to the Portal's Homepage

    April 2022 Portal
    URM-157434

    You can now add a section for featured researchers to the portal's homepage. It will link from this section to the researcher's profile page. 

    You can now add a section for featured researchers to the portal's homepage, and include customized text such as highlighting an exceptional achievement or congratulating new faculty members. It will link from this section to the researcher's profile page.

    Featured researchers on the homepage.

    Featured Researchers

    For details on how to configure this see Homepage Tab.

    Update Citation Count from WOS using an API

    April 2022 Portal
    URM-166858

    We now update the "Times cited" for articles that include a Web Of Science (WOS) identifier on an ongoing basis using an API integration. In addition the text now links to the article page in WOS for more information.

    Web of Science (WOS) metrics - citations.

    WOS Citation Count
    For more information including how to setup this feature see Web of Science Integration.

    Access Rights for Files on Activities and Projects

    April 2022 Management
    URM-166672 URM-167332

    Access rights for project and activity files were simplified. There are now only 2 options - open and closed.

    Access rights options for projects and activities.

    Access Rights Options for Projects and Activities

    New Esploro Researcher Activities Subject Area Added to Esploro Analytics

    April 2022 Analytics URM-115611 URM-166256

    The new Esploro Researcher Activities subject area was added to Esploro Analytics. With the fields of this subject area you can create reports about researcher activities that did not necessarily result in research output, but still have academic or scientific value, for example, conferences of which the researcher was the chairman or organizer and guidance given to students in the institution. This subject area allows you to answer the following business questions:

    • How many activities are there from each category/ type?
    • How many activities are there for each researcher (also by category/type)?
    • What is the original ID of activity X?
    • Where do most activities happen?
    • What activities are missing descriptions?
    • Activities Start and End Dates by year/month
    • How many activities were added by year/month
    • How many activities have started?
    • How many activities ended?
    • Which activities have not started yet?
    • Activities count by local fields

    For more information, see Esploro Researcher Activities.

    Esploro Institution Name and Code Added to Esploro Analytics

    April 2022 Analytics SF: 05305463 URM-161603

    The Esploro Institution Name and Esploro Institution Code fields were added to the Institution dimension of every Esploro Analytics subject area. These fields display the name and code of the institution in Esploro, which may be different than the name and code in Alma.

    Out-of-the-Box Reports Added for Esploro Research Projects

    April 2022 Analytics URM-165412

    The following out-of-the-box reports were added for Esploro Research Projects:

    • Projects By Attribute Value
    • Projects By Academic Department
    • Projects By Organizational Unit
    • Projects By Project Type
    • Projects By Keyword Search
    • Projects By Researcher and Project Status

    For more information, see Esploro Analytics Reports.

    Multiple Authors for ETDs

     
    March 2022 Data
    URM-164320

    We expanded the support for display of multiple authors for internal ETDs. This was implemented in multiple areas such as public profile, publishing and exporting. More to come in April. 

    Creators for internal ETDs.
    Multiple Creators for ETD

    Project Relations to Assets

    March 2022 Management
    URM-144286

    Add existing assets to a project using the new Related Assets section in Manage Projects. Connecting assets to a project highlights the project impact. 

    Journal article saved as a related Asset.

    Related Asset

    For more information see Project Relations.

    Dedicated Message for Unapproved Assets from Smart Harvesting

    March 2022 Smart Harvesting
    An asset that has been approved will display in the list of the researcher's assets in the View assets option (accessed in the row actions menu from Researchers > Manage Researchers). Note that it will display even if the author match for the researcher has not yet been approved. In this case the system now displays a dedicated warning - "Author-researcher match not approved" in place of the more general message - "There are unapproved author matches".
    Asset in search results showing the "Author-researcher match not approved" message.
    Author-researcher match not approved

    Add General Pages to Portal

    March 2022 Portal
    URM-162132

    You can now create and add general pages for the portal such as FAQs, About, etc. The page can contain text, images and links. 

    General page ("How to Deposit your Thesis") added to the portal.png

    General Portal Page

    You can configure the page in the General Page Configuration section (Configuration > Portal and Profiles > General Page Configuration).

    General Page section for adding general pages to the site.

    General Page Configuration

    For information on creating pages like this see General Portal Pages.

    Multiple Authors for ETD Student Admission Form

    March 2022 Portal
    URM-160886

    The ETD student submission form was updated to allow multiple authors. In addition, researchers can now deposit an ETD using the student form.

    Co Authors field on Student ETD Submission form.

    Multiple Authors for ETD Student Submission Form

    Hide Project from Public Profile

    March 2022 Researcher Profiles
    URM-157882

    You can now hide a project so that it does not display from the public profile.

    Hide project option in the row actions menu in profiles.

    Hide Project

    Project with "HIDDEN" written after selecting Hide from the row actions menu.

    Project Marked as HIDDEN

    Hidden projects are not displayed in the public profile.

    Lock Fields for Editing

    March 2022 Researcher Profile
    URM-163008

    Esploro administrators can now control which Researcher profile fields are open and can be input or edited by the Researcher in the Researcher Profile, and which fields are locked. Fields that are locked will display but cannot be changed in any way. For more information see Profile Field Update Status.

    Profile Field Update Status section with "Lock selected fields" enabled.

    Lock selected fields

    Create Student Deposits for All Internal ETD Types

    February 2022 Data
    URM-153439

    We now allow creating new student deposit profiles for all internal ETD types (doctoral, graduate, undergraduate) so that students can easily deposit their ETDs into Esploro.

    Add new profile for student deposits.

    Add New Profile for Student Deposit
    Details for student deposit profile.
    Details for Student Deposit Profile

    Multiple Authors for Internal ETD Forms

    February 2022 Data
    URM-160885

    ETD forms in the Research Hub support display and addition of multiple authors. This applies to internal ETDs (awarded by the institution). Display of ETDs in the Research Portal has been updated accordingly. 

    Multiple authors in the Authors and Contributors section.

    Multiple Authors

    See Authors for more information.

    Locations Section Added to Researcher Activities

    February 2022 Management
    URM-152568

    A new section called Locations was added to support adding an address to an activity.

    Locations section for Researcher Activities.

    Locations Section
    See Locations for more information.

    Contract Amount Section Added to Commercialization Activities

    February 2022 Management
    URM-152574

    A new section called Contract Amount was added to activities that have the Commercialization category selected.

    Additional Contract Amount section for the Commercialization category.

    See Additional Sections for more information.​

    Check Dates for Ongoing Smart Harvesting

    February 2022 Smart Harvesting
    URM-162952
    Ongoing Smart Harvesting works on a weekly basis per researcher and is intended to bring in new assets. The assumption is that it will not bring in a huge numbers of records. The job works based on the Last Smart Harvesting Date. Since it is possible to manually or bulk update the Last Smart Harvesting Date, a check was added - if the date is more than 3 years in the past, Ongoing Smart Harvesting will not run for the researcher. This has been added to the report as a type of "Skipped Researcher" event. Note that all the reasons for skipping a researcher have now been combined to a single event, and the reason is included in the detailed list that can be accessed from the event. The reasons can be: 
    • The researcher does not have sufficient data 
    • Too many candidate assets were returned (up to 12,000) 
    • Last Smart Harvesting date is too old

    Detailed Display for Activities

    February 2022 Portal
    URM-162133

    It is now possible to navigate from the list of activities on the Researcher Profile to a detailed display of the activity.

    Detailed display for Conference activity on researcher profile.

    Activity Detailed Display

    Configure Activities for Profiles

    February 2022 Portal
    URM-162133

    You can configure activities for profiles from the new Activity Page tab in Research Portal Configuration.

    New search tab in the research portal configuration page.

    Activity Page Tab

    The sections for Course Information and Associated Researchers can also be configured.

    Course information in the profile after configuring in the research hub.

    Course Information on the Profile

    For more information see Activity Page Tab.

    Display Honors in the Researcher Profile

    February 2022 Researcher Profiles
    URM-126957

    A researcher's honors now displays on their profile.

    Add honors for a researcher on the profile.

    Honors on the Profile

    You can include or exclude honors from the Profile by configuring the Profile Privacy Display Settings

    Reorder Fields in the Portal Search Drop Down

    February 2022 Portal
    URM-162351

    You can now control the display order of the portal search menu. 

    Reorder the search items in Search tab of research portal configuration.

    Reorder Search Fields

    Reordered fields on the portal.

    Reordered Fields on the Portal
    See Research Portal and Profiles Search for more information.

    Number of Pending Approval Assets Added to Smart Expansion

    February 2022 Analytics URM-164382

    The Number of Pending Approval Assets field was added to the Smart Expansion via Lists Measures and Smart Expansion via CSV Measures dimensions of the Smart Harvesting subject area. It displays the assets whose approval is pending.

    Asset Topics Dimension Added to Esploro Research Assets

    February 2022 Analytics URM-161658

    The Asset Topics dimension was added to the Esploro Research Assets subject area. It contains the following fields:

    • Asset Topic Language – the language of the topic.
    • Asset Topic Type – the type of the topic. Possible values are Keyword, Subject, and Abstract.
    • Asset Topic Value – the value of the topic.

    This allows you to produce reports that list the vales for Asset Topic Type (Abstract, Keyword, and Keyword) on separate lines, while previously they could only be displayed as a string, for example:

    Assets Topics per Asset Topic Type.png

    Assets Topics Per Asset Topic Type
    You can also now produce a count of the number of assets that contain each asset topic, for example:

    Number of Assets per Asset Topic.png

    Number of Assets per Asset Topic

    New and Improved CSV Bulk Update

    January 2022 Data
    URM-114048

    You can now easily export selected asset fields to update them in a CSV file, and then import them back into Esploro. 

    You need to re-create your existing import profile to reflect whether the profile is for updating or for creating new assets.

    csv import profile.png

    CSV Import Profile

    For details on how to implement the updated process, see Bulk Update of Research Assets.

    Researcher Activities

    January 2022 Management
    URM-138204 URM-138199 URM-150976 URM-155836 URM-150439 URM-150438 URM-160097 URM-152575 URM-152573 URM-152566 URM-150442 URM-152571 URM-150441 URM-152570

    Researcher activities can now be managed in the research information hub. An activity in Esploro relates to researcher actions that support research, e.g., service to the profession, supervision of students, etc. 

    In order to enable Activities, you need to add the Activities Manager role from User Settings.

    You can search for activities in Research Management > Manage Activities.

    manage activities.png

    Manage Activities
    You can also add new activities from this page.
    add activity.png
    Add Activity
    Information for activities is divided into sections.
    sections.png
    Sections
    You can add information inside each section.
    add info to section.png
    Add Information to Section
    When adding activities, you define the category and type for the activity. This appears on the activity summary. You can choose an activity type from a predefined list, or from new values that you added to the list. See Configuring Categories and Types for details on adding new types.
    activity summary.png
    Activity Summary
    For some of the activity categories, adding them will activate a new section. For example, the Course Information section appears when adding the Teaching category.
    course info for teaching.png
    Course Information for Teaching Category
    For more information see Working with Activities. For information on configuring activities, see Configuring Activities.

    Smart Expansion via CSV

    January 2022 Smart Harvesting URM-161134
    Smart Expansion via CSV is a new type of Smart Expansion. It replaces Smart Expansion via CDI which will be removed in a future release. It includes several features which improve upon the original:
    • Part of the Smart Harvesting infrastructure as a new profile
    • Author matching tasks are created
    • Conditional approval of assets based on metadata
    • DOI or PMID is not mandatory - title can be used
    • Records are validated before they are added

    Browse Research Units for Researchers

    January 2022 Portal
    URM-161852

    You can now browse researcher profiles by their affiliations.

    research units.png

    Research Units
    The relevant researchers for the selected research unit are displayed.
    profiles per research unit.jpg
    Researcher Profiles per Research Unit
    For information on configuring this page see Profile Search Results.

    Researcher Profile Search Results - Improved Searching and Filtering

    January 2022 Portal URM-160351

    Searching and filtering options are now available in the profiles search page. More fields are now indexed for the researcher profile search, improving the search coverage. In addition, facets were added to the researcher profile allowing you to narrow down the results, and a dedicated UI was added to indicate the search query. A dedicated configuration section was added to the research hub to allow you to control which facets will appear.

     

    profile search results.png

    Profile Search Results
    You can configure the facets from Configuration > Portal and Profiles > Researcher Profile Search Results Configuration. For more details see Profile Search Results.

    Google Analytics for Portal and Profile Tracking

    January 2022 Portal URM-156724

    Customers can now implement Google site tracking to track the portal and profiles traffic. For more information see Google Analytics.

    General Accessibility Improvements

    January 2022 Portal URM-160352

    Improvements for accessibility were made to the following areas:

    • Resize & Reflow
    • Descriptive labels
    • Focus order & Reading order

    Activities in Profiles

    January 2022 Researcher Profiles URM-115609

    A brief view for activities was added to the researcher profiles on a dedicated tab.

    activities in profile.png

    Activities in Profile
    The facets allow you to browse activities by category and type. For each activity there is a summary showing the researcher/s, organization, and description.
    researcher facets.png
    Researcher Profile Facets
    You can configure the display options for activities tab on the portal  from Configuration > Portal and Profiles > Researcher Profile Privacy Display Settings > Display Tabs. For an activity to appear in the profile, visibility settings must be enabled for the activity. See Working with Activities for more information.

    New Smart Expansion Dimension for Assets Added By CSV

    January 2022 Analytics URM-160743

    The Smart Expansion Measures dimension in the the Esploro Smart Harvesting subject area was expanded to two separate dimensions – the new Smart Expansion Via CSV Measures dimension and the Smart Expansion Via List Measures dimension. They contain fields that you can use to make reports about assets added to Esploro by Smart Expansion using a CSV file or using a list of citations.

    For more information, see Esploro Smart Harvesting.

    New User Status Field

    January 2022 Analytics idea exchange Idea Exchange URM-161848

    The User Status field was added to Esploro Researchers > User Details. It indicates if the user is active or not. In addition, the word User was added to all fields in the User dimension to help identify them.

    Additional Enhancements

    • August 2022 Researcher Profiles URM-169914
      Description was added to the brief results for projects in profiles.
    • August 2022 Researcher Profiles URM-172355
      Support for HTML tags was added to the description for projects, activities and resources.
    • August 2022 Smart Harvesting URM-174176
      It is now possible to run Smart harvesting via the Smart Harvesting profile on sets of up to 50 researchers at a time (up from 25).
    • August 2022 Smart Harvesting URM-170906
      It is now possible to prevent a match to specific external research organizations. This can be useful to prevent incorrect matches that are difficult to prevent algorithmically. The system lists some organizations out of the box and customers can add additional ones.
    • August 2022 Smart Harvesting URM-168662
      An event for "Assets with missing researcher/added by system" was added for Smart Expansion via CSV/Excel.
    • August 2022 Smart Harvesting URM-174445
      Import profiles can now work with AMAP – a new mechanism for normalizing to the Esploro format. This can be used if the source is “Digital Commons” or “Other”. It is currently used mainly for migrations and customers cannot create their own mapping tables.
    • July 2022 Data URM-171660
      Users can now decide whether to enhance authors on assets that were deposited through SWORD, with affiliations from Open Alex.
    • July 2022 Data URM-173677
      There is a new option for SWORD deposits from any originating system. The new URL section is /other/collection/ and the mapping goes through AMAP.  Note that AMAP is currently restricted to EXL implementors, but in a future release we will open the AMAP to users.
    • July 2022 Data URM-171157
      It is now possible to define a default language in the activities loader, that will be added to the fields in which it is required (name, keywords, description). This is relevant for customers who use the Multi-lingual Data Elements feature.
    • July 2022 Smart Harvesting URM-170940
      When the "move all assets and grants" option is invoked from a non-affiliated researcher, the system checks if the target researcher already has one of the records and blocks the transfer if s/he does. This is now enabled in the case where a researcher was "added by system". The author that was added automatically by the system is also deleted
    • July 2022 Smart Harvesting URM-171513
      The Smart Harvesting Framework will now handle assets with up to 3000 authors.
    • July 2022 Management URM-173920
      Following the support for up to 3000 authors in an imported asset it was necessary to add paging to the new Manage Creators/Contributor's page.
    • July 2022 Researcher Profiles URM-URM-168636
      Added drop-down list of internal departments when selecting an affiliation (in the profile) or related organization (in a project page).
    • July 2022 Analytics URM-172010
      The following new dimensions were created for the Esploro Researcher Activities subject area to better organize previously existing fields. In addition, the Degree Awarded field was added to the Activity Thesis Information dimension.
      • Activity Contract Amount Information
        • Activity Contract Amount
        • Activity Contract Amount Currency
      • Activity Publication Information
        • DOI
        • ISSN
        • Journal Title
        • Publisher
      • Activity Thesis Information
        • Degree Awarded
        • Thesis Level
        • Thesis Title
        • Thesis Title (Language)
    • June 2022 Management URM-167388
      When adding relationships between projects and assets, you can now search by MMS ID.
    • June 2022 Researcher Profiles URM-168789
      In the asset, project and activity page, when clicking on the researcher the link goes directly to the researcher’s profile page. This feature is available only for affiliated researchers with an active public profile.
    • June 2022 Smart Harvesting URM-169818
      In some cases the record from CDI has the same email for all researchers (usually due to an error in the source record). Esploro now checks for duplicate emails and ignores emails that are the same for different authors.
    • June 2022 Smart Harvesting URM-169112
      When the system matches author affiliations to EROD the system now takes organization alternate names into account while giving priority to a match on the main name.
    • June 2022 Smart Harvesting URM-169534
      In some cases the record from CDI includes all author affiliations for all authors. Esploro now ignores such affiliations (using the length as the indicator that the affiliation is problematic and should not be used).
    • June 2022 Smart Harvesting URM-171504
      The Job ID that is indexed for the Author Matching Task index is now the main job ID that displays in Monitor Captures. Previously it was the ID of the co-authors job.
    • June 2022 Smart Harvesting URM-169471
      The Smart Harvesting Framework jobs process records in parallel. As a result, duplicate non-affiliated researchers may be created. A separate job - Merge Non-Affiliated Researchers - runs after the main harvesting job to detect such duplicate non-affiliated researchers and merge them. The job relies on the author matching algorithm. The logic has been modified so that some cases that were previously missed will be merged.
    • May 2022 Smart Harvesting URM-168440
      In some cases new non-affiliated researchers that were created by Smart Harvesting Framework jobs were not merged by the job that merges duplicate new non-affiliated researchers. The logic of the job has been improved and this should happen less in future. Since the job depends on the Author Matching algorithm such cases cannot be prevented entirely.
    • May 2022 Smart Harvesting URM-168673
      Users now receive one email at the end of the Smart Harvesting process, instead of multiple emails for each job during the process.
    • April 2022 Smart Harvesting SF: 06229019URM-165735
      When attempting to delete an asset from the list of Author Matching tasks lists, the system first checks if there are approved author matches. If there are matches, then the confirmation message now includes a warning that author matches for the asset were already approved.
    • April 2022 Smart Harvesting SF: 06226654URM-167179
      In some cases ongoing Smart Harvesting missed recent publications that are in CDI. This may have happened due to the way Esploro interacts with CDI in terms of getting the correct delta. The flow has been optimized although we cannot be certain all scenarios have been addressed. Please report such cases via Esploro support.
    • April 2022 Smart Harvesting URM-163640
      In Smart Expansion via CSV/Excel the system tries to fetch records from CDI based on DOI/PMID or title. In some cases even though the record is in CDI, Esploro cannot make use of it. This can happen because it belongs to a restricted source or because its asset type is not a type currently supported - e.g Magazine Articles. This is now reported in an event.
    • April 2022 Smart Harvesting URM-163105
      In the option to "Move all assets and grants" from a non-affiliated researcher, the system now checks if the target researcher is already associated with any of the assets (with the same role). If yes, the move is blocked with a message that includes the asset Ids.
    • April 2022 Smart Harvesting SF: 05323094URM-160695
      When a researcher is replaced in the author-researcher match and a new non-affiliated researcher is created, it is now possible to indicate that the researcher was previously affiliated with the institution.
    • April 2022 Smart Harvesting URM-168665
      When matching affiliations the system now also checks the name of the institution as defined in the top level unit of the local organization - name and alternative names.
    • April 2022 Researcher Profiles URM-140346
      idea exchange Idea Exchange
      When the researcher submits an output, they can now add new external organizations in the Related people and Related grant sections (if the system is configured to allow this).
    • April 2022 Researcher Profiles URM-162893
      Researchers can now hide an activity so that it doesn't display on their public profile by selecting Hide from the action menu (in the profile Activities tab).
    • April 2022 Portal URM-166619
      The admin can customize the default sort of the search results by reordering the different sort options (the default search will be the 1st one selected). 
    • April 2022 Data URM-164332
      Display of multiple authors for internal ETDs was finalized, including in citations and the internal file viewer.
    • March 2022 Data URM-166401
      When adding and editing authors for ETDs, the affiliation section was rearranged to be more consistent with the rest of the system.
    • March 2022 Data URM-161849
      When an asset is not created for a SWORD deposit, an informative message is now displayed to make it clear that the deposit was not accepted.
    • March 2022 Data URM-165142
      OAI output in Esploro format now includes the landing page URL in the identifier.uri field for the asset.
    • March 2022 Data URM-162948
      The URLs for assets and files in API publishing were updated to reflect the new portal UI.
    • March 2022 Management URM-154609
      Esploro administrators can control the visibility setting of grants in profiles, from the research information hub (Research Management > Manage Grants > Visibility).
    • March 2022 Researcher Profiles URM-158005
      Configuration for the footer was extended to include control of logos and copyright.
    • March 2022 Portal URM-165159
      Clickjacking protection was implemented for sites included inside an iFrame. This enables institutions to instruct the browser about appropriate actions to perform using a policy based mitigation technique. For more information see Clickjacking Prevention.
    • March 2022 Analytics SF: 05305831 URM-165254
      The Affiliation Parent Unit Name and Affiliation Parent Unit Code fields were added to Esploro Researchers > Researchers Affiliation Details. They display the name and code of the parent organization with which the researcher is affiliated.
    • February 2022 Data URM-164197
      Importing of multiple authors for ETDs is now supported.
    • February 2022 Data URM-157718
      OAI publishing now includes the landing page URL and the direct URLs to all files.
    • February 2022 Management URM-151024
      A Dates section was added for projects allowing users to specify dates of interest such as date signed, funding date, etc.
    • February 2022 Management
      The Esploro system now can be set so that only Esploro records with inventory are included in PrimoVE. This both reduces the number of duplicate records and increases the chances that the Esploro records will be of general interest.
    • January 2022 Smart Harvesting URM-160589
      The Smart Harvesting report now includes the date, where relevant, that is sent in the query to CDI. This has been added to the list of researchers for whom Smart Harvesting ran.
    • January 2022 Smart Harvesting URM-145063
      In some cases two authors are matched to the same researcher. This can happen because the author matching process works author by author. The process checks for candidate matching researchers. In certain scenarios it is possible that two authors will have the same candidate – and match to the same researcher. An additional process has been added that checks if several authors were matched to the same researcher and reverts to another candidate or creates a new non-affiliated researcher.
    • January 2022 Data 
      Partial dates are now supported by SWORD asset import.
    • January 2022 Management URM-160385
      The assets results list and the list of assets related to a specific researcher now include two facets:
      1. Researchers - a facet for all researchers (using the researcher preferred name) associated with the assets
      2. Authors - a facet for all authors (using the author name on the asset) associated with assets
    • January 2022 Portal URM-160491
      Advanced search form is now prefilled with simple search criteria, when present.
    • January 2022 Researcher Profiles URM-161480
      The Discover Funding link on the profile is now displayed on mobile devices.
    • January 2022 Analytics URM-161848
      The names of the following fields were changed:
      • Researcher Primary Identifier (Esploro Researchers > Researcher Details folder) to Researcher Affiliated Primary Identifier
      • Author Preferred Primary Identifier (Esploro Researchers > Asset Creators and Contributors) to Author Affiliated Primary Identifier
      • Researcher Member Primary Identifier (Esploro Research Projects > Project Researcher Members) to Researcher Member Affiliated Primary Identifier
      • Author Primary Identifier (Esploro Smart Harvesting > Asset Creators and Contributors) to Author Affiliated Primary Identifier
      • Author Primary Identifier (Esploro Research Assets > Asset Creators and Contributors folder) to Author Affiliated Primary Identifier
    • January 2022 Analytics URM-161595
      The Fields of Research Version and Socio-Economic Version fields were added to Esploro Research Assets > Asset ANZ Codes. They indicate the version of the codes that is being used.

    Resolved Issues

    • August 2022 Data SF: 06257371URM-167758
      There were errors in the mapping of asset types to BibTeX. This was fixed.
    • August 2022 Management SF: 06371342URM-173868
      If the ISSN was input without a hyphen, the Article Information section did not receive any data and set the Peer-reviewed tab to Unknown. This was fixed.
    • August 2022 Management SF: 06389682URM-173606
      For long URLs the section is cut off and the URL cannot be edited. This was fixed.
    • August 2022 Management SF: 06355025URM-171528
      In a non-English UI, the auto-complete would only respond when English names were typed in. This was fixed.
    • August 2022 Management SF: 06320012URM-170406
      For manually deposited ETDs (Awarded by the institution), the Degree Grantor field was auto-populated with "Sacramento State" instead of "California State University, Sacramento". This was fixed.
    • August 2022 ManagementURM-160769
      In some cases "null" was added to the subject of export citations emails. This was fixed.
    • August 2022 Management URM-160647
      There were missing validations for emails when exporting citations leading to behavior such as pop ups closing without a message where a message should have been displayed. This was fixed.
    • August 2022 Management URM-156534
      A comma separator was missing between the first and last name for Creator. This was fixed.
    • August 2022 Management SF: 05319592URM-156259
      Assets updated via Normalization Rules appeared incorrectly in the portal . This was fixed.
    • August 2022 Management SF: 05322471URM-153590
      An error occurred when clicking on View for some phone numbers. This was fixed.
    • August 2022 Management URM-129121
      The affiliation displayed as "Previous" when a future end date was added. This was fixed.
    • August 2022 Researcher Profiles SF: 06325151 URM-171252
      The researcher proxies Add button label could not be edited or translated. This was fixed.
    • July 2022 Management SF: 05362582 05982481URM-148375
      Occasionally when adding creators to an asset, information on the asset details page would not display. This was fixed.
    • July 2022 Management SF: 05319801URM-156705
      Some of the information in Researcher Education Details in Analytics was not displayed. This was fixed.
    • July 2022 Management SF: 06276523URM-168069
      Advanced search for conference was not working. This was fixed.
    • July 2022 Data SF: 05320780 06290142 URM-171903
      There was a parsing issue with the abstract when opening CSV export files. This was fixed.
    • July 2022 Research Portal SF: 06319889URM-170079
      The < character in an abstract would cut off its display in the research portal. This was fixed.
    • July 2022 Research Portal URM-171956
      The portal footer was not yet updated with Clarivate and the current year. This was fixed.
    • July 2022 Researcher Profiles URM-169765
      The department name was not always translated per the UI language. This was fixed.
    • July 2022 Researcher Profiles SF: 06320493URM-171225
      The university level was not always added to the display of internal organizations. This was fixed.
    • July 2022 Researcher Profiles SF: 06320446URM-169988
      Attributes on the Activities page were not translated. This was fixed.
    • July 2022 Researcher ProfilesURM-168635
      When adding content with long header titles, the 'Skip to end' label would override the tab headers. This was fixed.
    • July 2022 Researcher Profiles SF: 06338198URM-171026
      Timestamps were prefixed to the names of downloaded files. This was fixed.
    • June 2022 Management URM-166468
      The file URL displayed when the Display in portal flag was set to no. This was fixed.
    • June 2022 Data SF: 06269776URM-167656
      The 264c MARC XML field was updated to contain the year only rather than the full publication date.
    • June 2022 Researcher Profiles URM-170082
      ANZ code numbers were displayed on the project page instead of showing the values only. This was fixed.
    • June 2022 Researcher Profiles SF: 06319933URM-170187
      The authors in the Creators section for profiles were cut off. This was fixed.
    • June 2022 Smart Harvesting SF: 06312845URM-169661
      Non-breaking spaces in the Researcher Identifier column prevented Smart Expansion via CSV/Excel from identifying the researcher. This was fixed.
    • June 2022 Smart Harvesting SF: 06312320URM-169885
      The Approve/Review all author matches function sparodically generated an error. This was fixed.
    • June 2022 Smart Harvesting SF: 05329842URM-162626
      Smart Expansion via citation lists in BibTex format did not process all records from the file. This was fixed.
    • June 2022 Smart Harvesting SF: 06304887URM-169281
      If author matches were approved in the edit asset form and then an affiliated author was updated, the author matching task was not updated (although in the asset the match remained approved). This was fixed.
    • May 2022 Data SF: 05304163 URM-112832
      An unnecessary period was displayed in publication titles when selecting a publication title for an asset. This was fixed.
    • May 2022 Data SF: 06308368
      When importing internal organizations, the operation would sometimes fail when there were more than 1000 institutions. This was fixed.
    • May 2022 Smart Harvesting URM-168660
      In some cases the report of new non-affiliated researchers created by the Smart Harvesting Framework jobs included a blank row. This was fixed.
    • May 2022 Smart Harvesting SF: 05326923 URM-161986
      In some cases the numbers reported in the Smart Harvesting Framework job email did not match the numbers in the job report. This happened because there are in fact several jobs and the numbers can change. The email report did not take into account all jobs. Now that there is a wrapper for all jobs - the reports should be in sync.
    • May 2022 ManagementURM-162776
      Deactivating users in Esploro caused an error. This was fixed.
    • May 2022 Management SF: 06278295 URM-168737
      Changes to the Esploro color scheme were not saved until manually refreshing or logging out and back in to the page. This was fixed.
    • May 2022 Researcher Portal SF: 06271372 URM-168068
      APA citations were sometimes exported incorrectly. This was fixed.
    • May 2022 Researcher Portal SF: 06262901 URM-167844
      New or recently updated assets displayed the subtype code instead of the name in the portal. This was fixed.
    • May 2022 Researcher Profiles SF: 06278289 URM-168070
      Changes to the Text on Form value for ETD deposits were not reflected in the form. This was fixed.
    • April 2022 Data SF: 05303697 URM-157295
      The import asset job added spaces to the affiliation in some creator records. This was fixed.
    • April 2022 Management SF: 05307300 05307595 URM-147744
      Customized labels for file and link types did not always display. This was fixed.
    • April 2022 Management SF: 06252452 URM-165554
      When searching for researchers, the Academic title (or position) and the faculty were displayed under the researcher's name without separators. This was fixed.
    • April 2022 Management SF: 06280467 URM-168072
      Analytics showed incorrect dates for Esploro Research Grants SA > Grant End Date. This was fixed.
    • April 2022 Management SF: 05319584 URM-156383
      The monthly research usage statistics sometimes showed discrepancies. This was fixed.
    • April 2022 Portal SF: 05328327 06281157URM-162636
      For asset display in the portal, the Files and Links section did not align correctly (especially when there were a large number of files). This was fixed.
    • March 2022 Management SF: 05312489 05327296URM-158303
      When adding education to researchers, the From Date and To Date fields were free text and not date pickers. This was fixed.
    • March 2022 Management SF: 06242602URM-166160
      When opening Analytics object List from the Analytics menu for the Esploro product, the List did now show the Esploro objects by default. This was fixed.
    • March 2022 Management SF: 06023954URM-165733
      The Researcher Usage Statistics mail was sent even though it was disabled in the Letters Configuration. This was fixed.
    • March 2022 Smart Harvesting URM-164937
      A redundant space in one of the name fields caused an error in author matching. This was fixed.
    • March 2022 Smart Harvesting URM-157930
      In some cases records downloaded from ORCID in BibTex format included an apostrophe in brackets - for example - "{Gayle O{'}Hara}". As a result the input file failed to load. This was fixed.
    • March 2022 Smart Harvesting SF: 05327322URM-161983
      The link to "Additional approval tasks" on a task in the Author Matching Approval Task List did not always work correctly. This was fixed.
    • March 2022 Portal SF: 05302457URM-157143
      In some cases not all DOIs were registered. This was fixed.
    • March 2022 Portal URM-163373
      In the Project page, HTML tags were not supported for additional fields. This was fixed.
    • March 2022 Portal SF: 06226548URM-165436
      ETDs DOIs from 2019 were not displayed in the Portal. This was fixed.
    • March 2022 Portal SF: 06251544URM-166629
      Thumbnail was displayed in the portal when the file was closed. This was fixed.
    • February 2022 Smart Harvesting URM-163591
      In some cases #TAB# displayed in researcher affiliations - they were present in the source. These are now removed.
    • February 2022 Smart Harvesting URM-147734
      If an Author Match was approved on the asset form and then the operator invoked the 'Cancel' option, the system still kept the Author Matching task approved - while at the asset level the match remained pending approval. This was fixed.
    • February 2022 Smart Harvesting URM-164158
      For Smart Expansion via CSV/Excel: In some cases the active researcher was "Added automatically by system" even when the system should have been able to find the researcher based on name. This happened due to a workflow issue in which a non-affiliated researcher was mistakenly added with an older researcher email found in incoming assets. This was fixed.
    • February 2022 Management SF: 05321713URM-160521
      The Esploro Subtypes Mapping table contained only 3 categories, but in the generic editing form you were able to assign the subtype to all categories. This was fixed and you can now configure subtypes for all categories.
    • February 2022 Management SF: 06027461URM-163164
      When adding a new media mention type and assigning it to a media mention, the new type did not appear in the brief results on the research hub or on the public profile. This was fixed.
    • February 2022 Portal SF: 06027066URM-163184
      The search button would disappear in the research portal's advanced search after resizing the browser window. This was fixed.
    • January 2022 Smart Harvesting URM-161913
      There was an issue in the flow for Smart Expansion via Citation Lists in which assets were automatically approved for profiles but not for the portal. For now this functionality has been suppressed - approval is done for both portal and profiles together.
    • January 2022 Management SF: 05320657URM-157835
      In some cases, moving to the second page in a list of sets gave a "No records found" message. This was fixed.
    • January 2022 Management SF: 05326683URM-160221
      Users with the Researcher Depositor role could not edit assets in the generic form. This was fixed.
    • January 2022 Management SF: 05302272 05321083URM-157042
      Changing an authors affiliation was not saved . This was fixed.
    • January 2022 Portal SF: 05328327URM-162636
      In the asset Files and links section on the portal, the display was sometimes misaligned, especially when there were a large number of files. This was fixed.
    • January 2022 Portal SF: 05323178URM-160878
      When submitting an APC request, in some cases the request was not sent but there was no message to indicate this in the portal. This was fixed.
    • January 2022 Researcher Profiles SF: 05308423URM-161479
      Drafts added in a profile could not be submitted. This was fixed.
    • Was this article helpful?