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    Esploro 2024 Release Notes

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    Click here to view the monthly release and maintenance schedules.

    August 2024 Sneak Preview

    The upcoming August release will include features such as:

    • New Projects tab in the Organizational Unit tree
    • Export Projects and Activities lists from the research information hub

    July 2024 Sneak Preview

    The upcoming July release will include features such as:

    • Update researchers by CSV
    • Display multiple author affiliations in the portal
    • Adding engagement types to the researcher profile Overview

    June 2024 Sneak Preview 

    The upcoming June release will include features such as:

    • POST Grant API
    • Add researcher’s projects to their CV
    • Adding datasets to Smart Harvesting Framework jobs

    May 2024 Sneak Preview

    The upcoming May release will include features such as:

    • Bulk rejection of Smart Harvesting author matching tasks for provisional assets
    • Publish researcher's Esploro Profile link to ORCID
    • API support for Get Research Grant

    April 2024 Sneak Preview

    The upcoming April release will include features such as:

    • New Organizational Unit homepage sections - Collections and Unit Measures
    • Create activities from output using a cloud app

    March 2024 Sneak Preview 

    The upcoming March release will include features such as:

    • Adding Open Access status from UnPaywall to research assets
    • Support for updating Grants using the grant loader
    • Display in research assets in the portal of SDGs that were added by administrators in the hub 

    February 2024 Sneak Preview

    The upcoming February release will include features such as:

    • Enable researchers to control their letter notifications.
    • Add Researcher Notes to researchers in the research hub and for Smart Harvesting.
    • Enable Admins to add SDG fields to outputs.

    Main Features

    Multiple Creators' Affiliations Displayed in the Portal

    July 2024 Research Portal
    URM-215974

    The author details section of the portal Landing Page has been enhanced to include the list of creator affiliations. In addition, admins can also choose to add the list of creators to the asset's Details section of the portal page, and can choose whether to display the creators' roles and affiliations there.

    Author Affiliations Expanded at the top of the Full Asset Page of the Portal.

    List of Asset Creators Expanded to Show Their Roles and Affiliations  

    Asset Details of creators displayed in the portal with their roles and Affiliations.

    List of Creators, with Their Roles and Affiliations, in the Details Section of the Full Asset Page 

    For additional information, see Configuring the Research Portal.

    Researcher Notes Now Shown in User Info Pop-up

    July 2024 Management idea exchange Idea Exchange
    URM-215761

    Researcher Notes now appear in User Information pop-ups that are available in the Find and Manage Researchers page or in the Asset Details page. (User Information pop-ups appear when you select a User Information icon – User Information Icon..)

    Researcher Note shown in a User Information Pop-up in the Find and Manage Researchers Page.

    Researcher Note in a User Information Pop-up in the Find and Manage Researchers Page

    Researcher Note shown in a User Information Pop-up in the Asset Details Tab of the Asset Page.

    Researcher Note in a User Information Pop-up in the Asset Details Page.

    The first one hundred characters of each of the newest three notes are displayed in the pop-up, along with their note types. For additional information, see Working with Researchers.

    Cloud App for Updating Researcher Data by CSV

    July 2024 Management (Updated July 10, 2024)
    URM-177502

    A new Cloud App, CSV Researcher Loader, simplifies the process of updating researcher information, making it possible to use a CSV file and initiate the load from inside the Research Information hub. This efficiency tool allows the operator to add and update researchers' data quickly and easily. It makes use of the API, but the operator does not have to know anything about the API in order to use it. Using the Cloud App, you create a profile that specifies which fields are being updated via the CSV file, so your CSV file need only contain the researchers' IDs and the values of the fields specified in the profile. You can create multiple profiles, and save them for reuse. To use the app, you select the profile, upload the CSV file containing the data, and run the app.

    Defining the Settings of a Profile in the CSV Researcher Loader Cloud App.

    Configuring a Profile in the CSV Researcher Loader Cloud App

    To enable the Cloud App framework in your system, open a support ticket. For additional information about working with Cloud Apps, see Configuring Cloud Apps.

    For additional information about this cloud app, see Working with Researchers

    In a future update, this Cloud App will also be able to add new researchers to the database. At present, it can only add or modify the data of existing researchers.

    Researcher Engagement Types Can Now Appear in Their Public Profiles

    July 2024 Researcher Profiles
    URM-158240

    Public and Academic Engagement types are used to indicate which forms of engagement a researcher is available for. Some examples of Engagement types are: media availability and expert witness. Engagement types have been available in the research repository for some time, and now they can be configured to display on the Researcher's public profile in the research repository (see Working with Researchers).

    Researcher Engagement Types shown in their public Profile in the portal.

    Engagement Types in a Researcher's Public Profile

    Admins can control whether engagement types can be seen by the public, only by signed-in users, or only in the private profile; see Configuring Researcher Profiles. They can also choose which engagement types are visible in researcher profiles; see Configuring Researcher Details.

    Researchers can also choose to hide engagement types that are otherwise available for display in their profiles; see Managing Researcher Profiles

    Publishing Profile Option for Unpaywall

    July 2024 Management
    URM-XXXXXX

    A new option has been added to the publishing profiles (Repository > Publishing > Managing Publishing Profiles) that enables you to create a profile specifically geared to preparing data to send to Unpaywall. Profiles for which the Is For Unpaywall option is selected only record information about the fields that are actually used by Unpaywall, streamlining the process of publishing to Unpaywall. For additional information, see Esploro Publishing to OAI and Exporting to FTP.

    Is For Unpaywall option in the settings of a publishing profile.

    Is For Unpaywall Option

    Multiple Affiliations for Creators and Contributors

    June 2024 Management
    URM-110274 URM-219261

    Administrators can now add up to five affiliations to each of the creators and contributors of an asset. This information can be viewed and updated by editing the asset in the hub. When multiple affiliations are defined for an author, the first one in the list is displayed in the hub asset page, with an Expand button (Expand Affiliations Button.) beside it. Select the Expand button to open a box in which all of the affiliations are displayed.

    Box showing Multiple Affiliations for a Creator opened in the Asset Details.

    Box Showing Multiple Affiliations of an Asset Creator

    The first affiliation in each list (Creators and Contributors) appears in the asset page in the portal. Any additional affiliations are not currently displayed in the portal. (Display of all affiliations will be added in an upcoming release.)

    The Affiliations of the first creator and contributor of an Asset displayed in the asset page in the Portal.

    First Creator and Contributor Affiliations In the Asset Page in the Portal

    For additional information, see Working with Research Assets

    Smart Harvesting Now Uses ORCID IDs in Queries to CDI

    June 2024 Smart Harvesting (Updated May 22, 2024)
    URM-207955

    Over time, ORCID IDs have become more prevalent in CDI records, increasing the probability of finding research outputs using an ORCID ID. In light of this, queries to CDI are now based on the researcher’s ORCID ID in addition to the researcher's name. For additional information about the Smart Harvesting process, see General Overview of Smart Harvesting Framework.

    CVs Can Now Include Projects

    June 2024 Researcher Profiles
    URM-176711

    CVs generated for researchers by Esploro can now include information about the researchers' projects. The fields from the project that are available in the CV are the Title, Project Id, Type, Start Date, and End Date. For information about generating a researcher CV from the researcher's private profile, see Creating a CV.

    Including information about Projects in an Esploro-generated CV.

    Creating a CV with Information about the Selected Items, Including the Newest Addition to the Options - Information about Projects 

    Management of Project Description Types

    June 2024 Management
    URM-194088

    You can now enable or disable project description types, change their display names, create additional types, and delete existing types. You can also change the order in which the descriptions of each type appear in the full project page in the portal. For example, you could choose to display the description of the project's Objectives before the description of its Methods. For additional information, see Configuring Project Management on the Research Hub.

    Descriptions section of a full project page in the Portal, showing the Objectives description before the Methods description.

    Descriptions Section with the Objectives Description before the Methods Description

    Reordering Project Members

    June 2024 Research Portal
    URM-213021

    The order in which Member Researchers and Member Organizations appear in the full project page in the portal can now be modified by researchers working in their private profiles. Members in each list can be dragged up and down to change their order. For additional information about managing projects in the portal, see Adding Projects to a Profile.

    Member Organizations of a project open for editing in the portal.

    Member Organizations in a Project in Edit Mode in the Portal

    Smart Harvesting of Datasets from CDI

    June 2024 Smart Harvesting
    URM-216122

    Smart Harvesting now harvests datasets from CDI, in addition to the various publication types it was already harvesting. For additional information, see General Overview of Smart Harvesting Framework.

    New Fields in Asset Academic Organization Units

    June 2024 Analytics and Insights
    URM-184862

    The following fields were added to Esploro Research Assets > Asset Academic Organization Units:

    • Organization Acronym
    • ROR Identifier
    • Grid Identifier
    • Fundref Identifier
    • Other Identifier
    • Organization Contact Name
    • Phone
    • Email
    • Full Location
    • Has Homepage
    • Display in Portal
    • Always Display
    • Has Files

    For more information, see Asset Academic Organization Units.

    Assets Can Now Be Linked to Activities

    May 2024 Management
    URM-152577

    Researcher Activity records now include a Related Assets section, in which assets can be linked to the activities.

    Activity record in the hub with the new Related Assets section shown and marked.

    Related Assets Section in an Activity Record

    For additional information, see Working with Activities.

    Bulk Rejection for Smart Harvesting

    May 2024 Smart Harvesting
    URM-215385

    The Author Matching Report for Smart Harvesting has been expanded to include more information and an option to mark matches for automated rejection (in addition to the already available option to mark them for automated approval). For this purpose, three additional columns have been added to the report:

    • Additional AM Tasks – "Yes" when the asset has two or more authors that were matched to affiliated researchers, resulting in an author matching (AM) task for each. "No" when the asset has only one author that was matched to an affiliated researcher.
    • Provisional Asset – "Yes" if the asset has not had at least one author-researcher match approved. "No" if at least one author-researcher match has already been approved for the asset.
      An asset harvested by Smart Harvesting is considered “provisional” until the first author-researcher match is approved, because only then is it clear that the record is relevant to the repository.  A provisional asset is not included in the repository of assets, and can only be found in the Author Matching Task list.
    • Rejected – The column in which you can reject a match (initially blank).  When a match is marked for rejection, if the asset to which it is linked has no pending or approved matches to other researchers, or all of its matches are pending and are marked for rejection in the report, all its matches are rejected and the asset is deleted from the database. If these conditions are not met, all rejections for the asset are ignored. 

    Author-Matching Report showing the three new columns, with some matches marked for approval and others for rejection.

    Three New Columns in the Author-Matching Report
    • These enhancements are only available for Smart Harvesting input. When the report is generated for other types of input (i.e., Smart Expansion, Input profile, or SWORD), these columns are not included in the report.
    • The name of the menu option for creating the Author Matching Report and uploading updates has been changed from Author Matching Report / Update Approved Matches (Researchers > Author Matching Report / Update Approved Matches) to Author Matching Report / Update Author Matches (Researches > Author Matching Report / Update Author Matches). 

    For additional information, see Reports and Notifications for the Smart Harvesting Framework.

    Enhanced Author-Matching Algorithm

    May 2024 Smart HarvestingURM-217874

    The Author Matching algorithm has been enhanced. The main change is that an updated embedding feature, which uses improved dictionaries, has been implemented. The embedding feature helps the algorithm detect the research domain of the researcher and of the incoming asset. For additional information about the Author Matching algorithm, see Author Matching Algorithm.

    Links to Researchers' Esploro Portal Profiles in Their ORCID Profiles

    May 2024 Researcher ProfilesURM-201603

    Links to researchers' Esploro profiles can now be published to ORCID as part of the metadata sent from Esploro to ORCID by the Update Researcher ORCID scheduled job (see Scheduled Jobs). This functionality is implemented for researchers who have approved ORCID updating by Esploro, and for whom profile data from Esploro is sent to ORCID. When it is activated, the option adds a link to the researcher's ORCID profile that opens their Esploro profile. This option can be activated for the organization in a new configuration table called Orcid Record Sections Settings (Configuration menu > Repository > Integrations > ORCID Record Sections Settings). For additional information, see ORCID in Esploro.

    New Digital Adoption Tool

    May 2024 Management URM-186711

    Starting with the November 2023 release, Ex Libris has been gradually deploying Pendo, a new digital-adoption tool, across Alma and other components of our higher-education back-office suite. Pendo was previously deployed in the Esploro hub, and has now been deployed in the Esploro portal.

    • Pendo is a Digital Adoption tool used by SAAS (Software as a Service) software companies to identify usage trends and to provide users with an optimized user experience. It provides information on user trends and behavioral analytics to help improve the user experience.
    • The implementation of Digital Adoption on the HEP (Higher Education Platform) is designed with our business partners to ensure that no personal data is passed through to Pendo.
    • As part of our ongoing effort to improve the user experience, Digital Adoption helps us identify complex workflows where users might be struggling. This gives us the input needed to improve or simplify these workflows. During 2024, we will add a new walkthrough, which provides in-app guidance. In the future, there may be additional capabilities, such as in-app help, messaging, user feedback, and more.
    • For more information about Pendo, see the FAQ.

    Deployment

    The digital adoption is functional only for users where:

    • Pendo is operating based on their country and institution’s policy.
    • The Digital Adoption configuration is turned ON (see screen capture below).
    • The user accepted functional and targeting cookies.

    For more information about data collection, data privacy, and the anonymization process, see Pendo for Ex Libris: Higher Education Platform (HEP).

    Configuration

    Administrator users can activate or deactivate data collection for Pendo on the Digital Adoption page (Configuration Menu > General > General Settings > Digital Adoption).

    Digital Adoption Activation Page Showing the Feature Activated.

    Digital Adoption Activation Page

    For more information about configuration, see Configuring Digital Adoption.

    Additional Grant-Investigator Roles

    April 2024 Management  idea exchange Idea Exchange
    URM-209660

    It is now possible to assign roles to grant investigators. Previously, grant investigators were assigned relation types – either Principal investigator or Co-investigator. Now, instead of assigning a relation type to each grant investigator, you assign a role to them, and the relation type is automatically assigned as well (all but the Principal investigator role have relation type Co-investigator. The following roles are now defined:

    • Principal investigator
    • Co-investigator
    • Grant Fellow
    • Grant Manager
    • Research and innovation associate
    • Visiting researcher
    • Specialist
    • Technician
    • Doctoral student
    • Professional enabling staff
    • Clinical researcher

    These roles can be enabled or disabled in the Research Grant Investigator Roles table (Configuration Menu > Research Administration > Grants > Grant Investigator Roles). By default, only Principal investigator and Co-investigator are enabled. Enabled roles can be selected for a grant investigator in the Grant Details page (Research Management > Grants > Manage Grants > [edit an existing grant or select Add Grant to add a new grant]), in the Investigators section.

    Grant Details page showing enabled grant-investigator roles available for selecting.

    Enabled Grant Investigator Roles Available for Selecting in the Grant Details Page
    For additional information, see Working with Grant Information.

    Configuration of Project Roles and Types

    April 2024 Management
    URM-168879 URM-178311 URM-168950 URM-157096

    Customers can now manage their own lists of Project Participant Roles, Project Organization Roles, Date Types, and file and link Content Types. Existing values can be enabled or disabled, and their descriptions and translations can be modified. In addition, new values can be added to the Project Participant Roles, Project Organization Roles, and Date Types lists as required.

    For additional information, see:

    Collections and Metrics in Organizational Unit Homepages

    April 2024 Research Portal
    URM-183401 URM-183399 URM-213351 URM-183391

    We are continuing to expand the organizational-unit Homepage capabilities and two new sections are now available on the organizational unit's Homepage tab:

    • Unit Collections – Links to collections that are associated with the unit
    • Unit in Numbers – Unit metrics: outputs produced by researchers in the unit, and how many times they were viewed and downloaded

    An organizational unit's Homepage Tab, with Unit Collections and Unit in Numbers sections displayed.

    Unit's Collections and Department in Numbers Sections in the Unit's Homepage Tab

    In order to enable the Unit Collections section to work, a new field, Academic unit, was added to the collection settings (Admin > Collection Configuration; see Working with Collections). This field makes it possible to associate collections with organizational units. 

    The Unit in Numbers section does not require any special configuration, but it does derive its metrics from Esploro's Analytics data, so this data must be available.

    For additional information, see Configuring the Research Portal.

    Cloud App for Creating Researcher Activities From Research Output

    April 2024 Management
    URM-213355

    A Cloud App, Esploro Activities Loader, which automates the process of creating a researcher activity from an existing research asset, is now available on the Developer Network. This efficiency tool allows the operator to work on a set of assets and copy fields from them to newly created researcher activities. The Esploro Activities Loader Cloud App is easy to configure and can be used to create different activity categories or types. 

    The Cloud App Center menu with the Esploro Activities Loader shown in it.

    Esploro Activities Loader in the Cloud App Center Menu

    To enable the Cloud App framework in your system, open a support ticket. For additional information about working with Cloud Apps, see Configuring Cloud Apps (in the Alma Knowledge Center).

    Displaying Labels for Activity Additional Fields

    April 2024 Analytics and Insights URM-213190

    It is now possible to display labels for the local Activity Additional fields in Esploro Researcher Activities > Activity Additional Fields in analytics reports. Similar to the other local fields in analytics, now, not only the text Activity Additional Field appears, but also the label assigned to the Activity Additional field. The Activity Additional field appears as a prefix before the label. This feature makes it easier for analytics designers to choose the correct field to include in analytics reports. Also, users who review reports and dashboards that include Activity Additional fields, can immediately understand the contents of the fields based on the label.

    You configure the labels for Activity Additional fields from Configuration > Researcher Administration > Activities >Activity Additional Fields.

    SAML and CAS Now Available as Authentication Methods for Analytics Reports

    April 2024 Analytics and Insights SF: 06718285 06718883 06793209 URM-208984

    You can now configure Analytics to use SAML and CAS as authentication methods when accessing the report URL from analytics objects. To configure SAML or CAS as the authentication method, set the analytics_auth_method parameter located in the new Analytics configuration area (Configuration > Analytics > General Configuration > Analytics Deep Link) to SAML or CAS.

    Open-Access Status Field Added to Asset Records

    March 2024 Data
    URM-210127

     A new field, Open Access Status, has been created in the records of certain types of assets. The possible statuses are Green, Hybrid, Gold, Bronze, and Closed. The new field augments the information in the Open access article (published version)? field, which is a flag indicating whether an asset is open-access from its publisher. (The value of this latter field would be Yes when the Open Access Status is Hybrid, Gold, or Bronze.)

    For asset records that include an Article Information section (journal articles, reviews, conference proceedings, and generic assets), the new field is in that section (see Adding Staff-Mediated Research Deposits for Journal Articles). For books and book chapters, the new field is in the Additional Information section (see Adding Staff-Mediated Research Deposits for Books). 

    The  Article Information section of an asset, with the new Open Access Status field marked.

    New Open Access Status Field

    The Open Access Status field is filled in automatically when Esploro retrieves information about an asset from Unpaywall by means of the OpenAlex API. This API is invoked when an asset with a DOI is imported into Esploro via Smart Harvesting, Smart Expansion via CSV, or auto-population when the asset is added manually to the database. It may also be invoked for other Smart Expansion and import profiles, as well as SWORD imports, depending on the system settings. When this API is invoked, the value of the Open access article (published version)? field is also set automatically, and Esploro also attempts to retrieve Creative Commons license information from OpenAlex along with the open-access information.

    The value of the Open Access Status field is displayed in asset records in the hub, and is available as a search index in both the simple and advanced asset search.

    Open Access Status - Search.png

    Search Results for Assets with Gold Open Access Status, with Open Access Status Shown in the Record

    For assets whose Open Access Status is Hybrid, Gold, Bronze, a link to the asset is added to the asset metadata. For assets whose status is Green, a link may or may not be added, depending on the value of the esploro_create_link_for_green_oa parameter. By default, this parameter is set to false, and a link is not added. If the parameter is set to true, a link is added. The value of this parameter can be set in the Customer Parameters table (Configuration menu > General > Institution Settings > Institution Settings; see Configuring Institution Settings).

    • Esploro does not monitor Unpaywall for changes to the open-access statuses of assets after Smart Harvesting is completed, so these values are not automatically updated if changes are made there.
    • Esploro does not invoke the OpenAlex API when the Open Access Status is manually changed in Esploro after an asset has been imported. Thus, links to assets are not added to, or removed from, the metadata of the asset when the value of this field is modified.

    New Approval Buttons in Author-Matching Task List

    March 2024 Smart Harvesting
    URM-207042

    In the Author-Matching task list, the label on the Approve button now specifies what is being approved:

    • Approve Match – Approves the researcher-author match, but not the asset
    • Approve Match & Asset – Approves both the researcher-author match and the asset
    • Approve Asset – Approves the asset, but not the researcher-author match

    Author-Matching Approve Buttons.png

    Different Types of Approve Buttons

    Which buttons appear for a given task depends on the settings in the Smart Harvesting Profile (Repository > Smart Harvesting > Manage Profiles; see Working with Smart Harvesting) as well as the current statuses of the asset and of the match in the database. Note that the Edit Asset button has also been moved after the approval buttons.

    SH Profile Approval Settings.png

    Smart Harvesting Profile Settings that Affect which Approval Buttons Appear for Each Task

    For additional information, see Author Matching Approval Task List.

    Manually Added Sustainable Development Goals (SDGs) Now Displayed in the Portal

    March 2024 Data
    URM-210451

    Sustainable Development Goals (SDGs) that are manually added to asset records are now displayed in the full asset page in the portal.

    SDGs in Asset in Portal.png

    SDGs Displayed in an Asset Page in the Portal

    SDGs can be added by the admin to a deposit or an asset in the Sustainability Goals field, which appears in the Description and Research Topics section of the record. In this field, you can select one or more of the 17 SDGs that are currently defined by the UN. 

    Sustainability Goals - Asset Deposit Wizard 1.png

    Sustainability Goals Field with Some SDGs Selected

    In the portal display, SDG information that is added manually is given preference over imported data from InCites (see Configuring the Research Portal). That is, if any manually added information exists, it is displayed in the portal. If no manually added information exists, but InCites data does exist, the InCites data is displayed in the portal. In the latter case, a note, Source: InCites appears below the data.

    Manually added SDG information is also now incorporated in analytics reports (see Additional Enhancements, below).

    Translation of Collection Names and Descriptions

    March 2024 Research Portal
    URM-192177

    For multilingual portal interfaces, it is now possible to configure collection names and descriptions for each activated interface language. This can be done, once the collection is saved, in the Research Collection Labels table (Configuration menu > Portal & Profiles > General settings > Labels). Use the Filter to select the language whose labels you want to translate, and then modify the text in the Translation column (see The Research Hub Interface) for that language.

    Tip: To find the labels for a particular collection, in the Search field, select Code, and then search for the name of the collection (e.g., "New" in the illustration below).

    Research Collection Labels - Eng Fr 1.png

    Configuring the Translations of Collection Titles and Descriptions

    Collections - Eng 2.png

    Collection Labels in English

    Collections - Fr.png

    Collection Labels in French 

    For additional information about managing collections, see Working with Collections.

    Bulk Update of Grants

    March 2024 Management
    URM-128422

    It is now possible to update information about existing grants by means of bulk imports of grant data.

    The bulk-import job can be configured and run from the Import research grants page (Research Management > Grants > Import Research Grants). During the process, the system checks whether each grant being imported is already in the Esploro database. An imported grant with the same Grant ID and Funder Code as an existing grant is considered to be a match to the existing grant.

    To configure the bulk-import job to update existing grants with new information found in the import source-file, in the job settings, under Upon match, select Overlay. When this option is selected, existing information about a grant is overwritten by imported information of matching grants. Existing links between the grants and other entities in the system, such as assets and projects, remain unchanged.

    Import Grants -Overlay.png

    Overlay Option in Bulk Import Settings

    For additional information, see Configuring Bulk Imports and Mapping of Assets in Esploro

    Displaying Labels for Researcher Engagement Fields

    March 2024 Analytics and Insights URM-209711

    It is now possible to display labels for the local Researcher Engagement fields in Esploro Researchers > Researcher Engagement Fields in analytics reports. Similar to the other local fields in analytics, now, not only the text Researcher Engagement Field appears, but also the label assigned to the Researcher Engagement field. The Researcher Engagement field appears as a prefix before the label. This feature makes it easier for analytics designers to choose the correct field to include in analytics reports. Also, users who review reports and dashboards that include Researcher Engagement fields, can immediately understand the contents of the fields based on the label.

    You configure the labels for Researcher Engagement fields from Configuration > Researchers > Researchers > Researcher Engagement Types. For more information, see Configuring Researcher Engagement Types.

    Usage per Organization Unit (API) Report

    March 2024 Analytics and Insights URM-203396

    The new new Usage per Organization Unit (API) out-of-the-box report is now available. It displays the following information, per organizational unit:

    • Unit's total approved assets – the number of all assets where the unit appears and the asset is approved
    • Unit's total record views – the number of times the record was viewed
    • Unit's total file views/downloads – the number of times the file was viewed or downloaded
    • Total open access – the number of all assets where the unit appears and the asset is approved and has open access
    • % open access – the percentage of the total approved assets from the total number of open access assets
    • Total peer reviewed – the number of peer reviewed assets
    • % peer reviewed – the percentage of the number of peer reviewed assets from the total number of open access assets
    • Total Times Cited – the sum of the times an asset of the unit was cited

    Researcher Notes in the Researcher Record

    February 2024 Researcher Profiles  idea exchange Idea Exchange
    URM-160375

    It is now possible to add researcher notes to researcher records. This makes it possible, for example, to add a note that a researcher has a Doppelganger with the same name and the same research domain at another institution.

    Researcher notes can be viewed and edited in a new tab, the Researcher Notes tab, in the Researcher Details page (Researchers > Researchers > Manage Researchers > [select researcher]).

    Researcher Note 1.png

    Researcher Notes Tab

    Each researcher note must be assigned a type. Four researcher-note types are defined by default: General NoteSmart Harvesting FrameworkAssessment Notes, and Other. All of the researcher-note types are managed in the Researcher Notes tab of the researcher record. Smart Harvesting Framework notes can also be viewed and edited in the Author Matching Approval Task List (see Author Matching Approval Task List) when an asset is tentatively linked to a researcher whose record includes researcher notes.

    Author-Matching Approval Researcher Notes Open.png

    Smart Harvesting Framework Note Displayed in the Author Matching Approval Task List

    To manage Smart Harvesting Framework notes from a task in the Author Matching Approval Task List, in the task's More actions menu, select Manage Researcher Notes.

    Author-Matching Approval Researcher Notes -Manage in More Actions.png

    Manage Researcher Notes Menu Option in Author Matching Approval Task List
    Researcher-note types can be added and managed in the Researcher Note Types code table (Configuration Menu > Researchers > Researchers > Researcher Note Types).

    For additional information, see Working with Researchers.

    Researcher Notification-Letter Controls 

    February 2024 Researcher Profiles  idea exchange Idea Exchange
    URM-207818

    Researchers can now directly control which notification letters they want to receive. For this purpose, a new section has been added in the portal, in the Settings page of the private profile. 

    Notification Settings - Portal.png

    Notifications Section of the Profile Settings Page in the Portal

    Changes to notification settings that are made through this option in the portal are automatically updated in the researcher settings in the hub, and vice versa. In the hub, these settings can be seen in the Researcher Details page (Researchers > Researchers > Manage Researchers > [select researcher]), in the Researcher Profile tab, under Researcher Details, by selecting Researcher Notifications.

    Notification Settings - Hub.png

    Notification Settings in the Researcher Details Page in the Hub

    For additional information, see Managing Researcher Profiles.

    Asset-File Replacement Without Changing Metadata

    February 2024 Management
    URM-196286

    It is now possible to replace an asset file without changing the file's metadata or link address. This is useful if you want to replace a file, but you want existing links in indexes (such as Google Scholar) and other locations, to continue to work. Deleting a file and adding a new one in its place would cause the file ID to change, which would cause existing links to fail.

    To replace an asset file, in the Asset Details page, in the Files section, in the More actions menu, select Replace. The replacement file must be of the same type as the original file. In order to preserve the link, the file name will not be changed in Esploro; the name of the original file will be retained, even if the replacement file has a different name.

    Replace Asset File in Menu.png

    Replacing an Asset File

    For additional information, see Working with Research Assets.

    New Sustainability Goals Field for Assets

    February 2024 Data
    URM-201696

    It is now possible to manually add UN Sustainable Development Goals (SDGs) to deposit and asset records. The new Sustainability Goals field appears in the Description and Research Topics section of the record. In it, you can select one or more of the 17 SDGs that are currently defined by the UN. 

    Sustainability Goals - Asset Deposit Wizard 1.png

    Sustainability Goals Field with Some SDGs Selected

    The new Sustainability Goals field augments the existing support for SDG information, which enables subscribers of InCites to automatically import SDG data to Esploro assets (see Configuring the Research Portal). Manual entry is available to all customers, and SDG information that is added manually is given preference over imported data from InCites.

    Manually added SDG information is included in the CSV loader. At present, it cannot be displayed in the portal, and is not incorporated in analytics reports, but this functionality is expected to be added to Esploro in the next release. When it is, manually added SDG information will be given preference over InCites data in the Portal display.

    CSV lists of assets with manually-added SDG data can be exported and imported (see Working with Research Assets).

    Export SDGs.png

    SDGs as an Option for a Selective Export of Assets

    Advanced searches for assets can also use manually added SDG data in search conditions. (For information about advanced searching, see Searching in the Esploro Research Hub.) 

    Search Asset by SDGs.png
     Advanced Search for Assets by SDG Values

    Pop-Up Notifications when Manual Jobs Finish

    February 2024 Management
    URM-203453

    Real-time notification pop-ups are now provided when a manually-run job is completed. These notifications appear regardless of which page in the Esploro hub UI is currently open. This means it is no longer necessary keep the Monitor Jobs page open, and refresh it manually, in order to see when a manual job completes.

    Replace Asset File in Menu.png

    Pop-Up Notification of Job Completion

    Past notifications of completed jobs can also be viewed in the Notifications panel. To open this panel, select the bell icon (Bell Icon.png).

    Notifications Opened.png

    Notifications Panel Open

    Users can opt out of these pop-up notifications in the Notifications panel's settings. To do so, when the panel is open, select the Settings icon (Settings icon.png).

    Notification Panel Settings Button.png

    Notifications Settings Icon

    Then, under Customize your notifications, expand Jobs and Notification Preferences, and clear the Pop-up (immediate) checkbox.

    Job Ended Notification Settings.png

    Customizing Job Notification Settings

    For additional information, see The Research Hub Interface.

    Importing of Alma Records via Smart Expansion

    January 2024 Smart Harvesting
    URM-206770

    Smart Expansion via Alma, a form of Smart Expansion in which Alma MARC bibliographic records are copied in bulk into Esploro, is now available. This feature streamlines the process of creating assets in Esploro when their bibliographic records are already included in the Alma repository, and are therefore known to belong to particular researchers. In addition, when Alma has digital copies of these assets, they can also be copied to Esploro as part of the Smart Expansion process. Note that once the bibliographic records are copied from Alma to Esploro, the Alma and Esploro records are managed separately, so changes made in one system have no impact on the records in the other system. 

    For additional information, see Smart Expansion via Alma.

    Display of Researcher Metrics in their Profiles

    January 2024 Researcher Profiles
    URM-111257

    Researcher metrics providing aggregate usage and impact data about all of a researcher's output – the total number of times the researcher's works have been cited, viewed, and/or downloaded – can now be included in researcher profiles in the portal. When enabled, this information appears under Metrics in the researcher's profile.

    Researcher w Metrics -marked.png

    Researcher Metrics Displayed in their Profile

    Each of these metrics must be enabled by the institution, which can choose whether they are enabled for public viewing, only for logged-in users, or only for individual researchers when they are logged into their own profiles; see Configuring Researcher Profiles. If public display of researcher metrics is enabled in the organization, researchers can choose whether to include each one in their public profiles or hide them; see Managing Researcher Profiles

    The Total file downloads and Total output views metrics are from Esploro's records. The Total times cited metric is based on Web of Science data and analysis. 

    Customizable Facets

    January 2024 Management
    URM-196607

    The facet display in the Projects (Research Management > Manage Projects) and Activities (Research Management > Manage Activities) pages of the hub can now be customized. The order in which the facets appear can be changed, and individual facets can be hidden from the Facets panel. The organization can set default settings for all users, and individual users can modify those defaults as desired.

    Facet customization for a page is performed in the Facets Customization window, which can be opened from the Projects or Activities pages by selecting the Customize button (customize icon.png – or customized icon.png if any of the settings are already customized). For additional information, see Hiding and Reordering Information for Research Management.

    Customizing Facets - Activities.png

    Facet Customization Window of the Activities Page

    Customized Facets - Activities.png

    Customized Facets in the Activities Page

    Additional Enhancements

    • July 2024 Data URM-215076
      A new job, Fix author internal affiliation in asset, is now available. This job enhances Creator and Contributor metadata of research output by replacing internal affiliations that are free-text with links to existing internal Organizational Unit Codes whenever possible. A link to an Organization Unit Code is preferred for analytics and for publishing data. For additional information, see Running Manual Jobs on Defined Sets.
    • July 2024 Smart Harvesting URM-209825
      The Bulk Merge Duplicate Researcher job now handles the scenario in which a duplicate researcher was added to the database as an "Added by System" researcher. This can happen when the Smart Harvesting is unable to match the researcher to any of the existing authors in the database. In this situation, if you use the Bulk Merge Duplicate Researcher job to merge a non-affiliated researcher with the researcher that was "Added by System," the merge is performed, and the researcher that was "Added by System" is deleted. For additional information about the Bulk Merge Duplicate Researcher job, see Reports and Notifications for the Smart Harvesting Framework.
    • July 2024 Smart Harvesting URM-197453
      The July release includes modifications to the way that author affiliations are used in author matching. As a result of the adjustments, handling of publications with older publication dates during retrospective Smart Harvesting, and author-matching for authors with the same names and domains but different affiliations, has been improved. The algorithm gives special attention to authors with an affiliation in China. Due to frequency with which researchers with identical Chinese names are found and the very large number of Chinese researchers, a match between an author with an affiliation in China and a researcher with the same name and domain that has no current or previous affiliations in China will be rejected. For additional information about the Smart Harvesting algorithm, see Author Matching Algorithm.
    • July 2024 Researcher Profiles URM-175037
      Researchers can now add related assets to their activities from their profiles. For additional information about how researchers can add and configure activities in their profiles, see Adding Activities to a Profile.
    • July 2024 Data URM-201884
      Improvements have been made in the way that Esploro and Primo VE interact, preventing duplicates in Primo search results that in the past appeared  when Esploro and Alma records were not matched when they should have been. Matching is now based on the following fields: ISBN, Title, Date, Creators, and researchers' organizational IDs. This change requires a re-indexing of Esploro records, which will take place in customers' systems when the July production release is installed on their servers. No actions on the customers' parts is required.
    • July 2024 Management URM-129677
      Admins can now delete DOIs that were reserved within Esploro but were not yet registered with a registration agency. When this is possible, [Reserved] appears in the DOI field, and a Delete Reserved DOI button appears beside it, in the Asset Details page. For additional information about DOI registration through Esploro, see Esploro Glossary of Terms and Basic Concepts.

      DOI Information in the Asset Details of an Asset for which a DOI has been reserved but is not yet registered.

      Delete Reserved DOI Button
    • July 2024 Researcher Profiles  idea exchange Idea ExchangeURM-213845
      A new API, Get Researcher Profile, has been added to the Esploro Researchers API: Get Researcher Profile. This API retrieves the complete profile of a single researcher. For additional information, see Esploro Researchers in the Developer Network.
    • July 2024 Analytics and Insights URM-214894
      Esploro now supports configuring 5 author affiliations for an asset. To support reporting on these affiliations, 4 additional author affiliation fields were added to the Asset Creators and Contributors dimension located in the Esploro Research Assets, Esploro Researchers, and Esploro Smart Harvesting subject areas.
    • June 2024 Researcher Profiles URM-196131 URM-191240
      Researchers can now link a grant to their projects from their portal profiles. For additional information, see Adding Projects to a Profile.
    • June 2024 Management URM-217722
      A new job, Delete records from ORCID, is now available. This job deletes all of the records that Esploro added to ORCID for specified researchers. For additional information, see Running Manual Jobs on Defined Sets.
    • June 2024 Researcher Profiles URM-207937
      When a researcher makes an asset deposit from their profile, and chooses to use auto-population to fill in the fields for which Esploro can acquire information, the researcher's affiliation and the asset's DOI and open-access status, are auto-populated when available. For information about the researcher asset-deposit process, see Adding Output to a Profile.
    • June 2024 Researcher Profiles URM-174523
      Researchers can now add new institutions to the database on the fly when they add honors from those institutions to their profiles (in the researcher's profile settings, About > Honors). 
    • June 2024 Management URM-216829
      A warning message is now displayed when an admin working in an approval task list selects the Manage creators option. The message explains that changes that were made to the asset information and not yet saved will be lost if an author match is approved Manage Asset Creators page. This is because approving a match automatically changes the asset from provisional to approved, which causes the asset page to reload.

      Warning message that approving author matches will cause unsaved changes to the asset information to be lost.

      Warning Message
    • June 2024 Management URM-207704
      The system now prevents the deletion of an author from a provisional asset (by editing the asset and deleting the author from the Creators list) if that author is the only one linked to an author-matching task for the asset. Deleting such an author would otherwise delete the task, which would effectively delete the asset from the system. If an admin attempts to delete a lone author from a provisional asset, the action is blocked, and an error message appears:

      Error message that appears when an admin attempts to delete the only author of a provisional asset.

      Error Message
    • June 2024 API URM-182320 URM-215957
      A Grants endpoint has been added to the Esploro section of the Developers Network. There are two actions available, GET Grant and PUT Grant. In addition to adding the grant, PUT adds relations between the grant and affiliated and non-affiliated researchers, and between the grant and the grant funders. For additional information, see Esploro Grants in the Developer Network.
    • May 2024 Research Portal URM-213103
      When the system is configured such that the default page for organizational units is their homepage, if a particular organizational unit does not have a homepage, the Outputs page is automatically opened instead. The process of opening the Outputs in this case has been improved, so that it now opens seamlessly and more quickly. For additional information about configuring organizational-unit display, see Configuring the Research Portal.
    • May 2024 Data URM-213112
      When assets or grants are moved from one researcher to another, if the original researcher's account had an ORCID token associated with it, the token is now automatically moved as well. ORCID tokens are used for authenticating and gaining access to the researcher’s ORCID profile. For additional information, see Working with Researchers
    • May 2024 Data URM-215494
      Documentation of the Post API for creating organizational units, and the organizational unit schema, have been added to the Developer Network. For additional information, see Esploro API Docs: Create organization in the Developer Network.
    • May 2024 Analytics and Insights URM-214815
      The Open Access Status field was added to Esploro Research Assets > Asset Details. It displays the open-access status of the publication. Possible values are:
      • Green
      • Hybrid
      • Gold
      • Bronze
      • Closed
      • Unknown

      For more information, see Article Information Section.

    • May 2024 Analytics and Insights URM-214185
      The Esploro Research Projects Active by Year out-of-the-box report is now available (Catalog > Shared Folders > Esploro > Reports > Research Projects). It prompts you to enter a project year and displays the projects active during that year.

      Note that there must be data in the Start Year and End Year fields for the report to run successfully.

    • May 2024 Analytics and Insights URM-215382
      In the Analytics Object List, the Pin to Analytics Menu button was made more accessible in split-view. Clicking this button adds a direct link to the selected analysis object from the Analytics Menu.
    • April 2024 Research PortalURM-216097
      The Esploro portal now complies with the current Voluntary Product Accessibility Template (VPAT) standards. The scope of the test was expanded to cover more portal pages and sections, and the portal now complies with the Section 508 standard in addition to the WCAG 2.1 standard to which it applied previously. For additional information, see Esploro Accessibility Statement.
    • April 2024 Data URM-213635
      To improve performance, asset data required for analytics is now processed in a background job and not in real-time. The job is called “Research Asset Flattening” and runs every 6 hours. For additional information about scheduled jobs, see Viewing Scheduled Jobs.
    • April 2024 Data URM-213880
      The Activity API now has the ability to create a relation between a new activity and an existing research asset. For additional information, see Esploro Activities in the Developer Network.
    • April 2024 Analytics and Insights SF: 06870146 URM-205949
      The Proxy For User Type field was added to Users > Proxy For. It indicates the area for which the proxy was created – Researchers, Circulation, or Fulfillment. This is useful for customers of both Alma and Esploro to determine if the proxy displayed in a report is relevant for Esploro (Researchers) or Alma (Circulation / Fulfillment).
    • March 2024 Management URM-182221
      It is now possible to create new organizational units – internal or external – via the API (XML or JSON). For additional information, see Esploro Organizations in the Developer Network.
    • March 2024 Analytics and Insights URM-210445
      The SDG Name field was added to Esploro Research Assets > Asset Details. It displays the UN Sustainable Development Goals (SDGs) configured for an asset, which is an InCites Integration feature. For more information, see UN Sustainable Development Goals (SDGs).
    • March 2024 Analytics and Insights URM-211083
      In the Usage per Researcher (API) report, the Total Citation Count field was renamed to Total Citation Count from Web of Science to indicate that the source is Web of Science.
    • March 2024 Management URM-210128
      In project records, it is now possible to choose the Australian and New Zealand (ANZ) list to use for the Research Topics lookup –  FOR (Fields of Research – the default) or SEO (Socio-economic Objective). The choice can be made by selecting a value for the esploro_project_anz_type customer parameter at Configuration Menu > General > Institution Settings > Institution Settings. For additional information, see Configuring Institution Settings.
    • February 2024 Research Portal URM-206698
      In the Organizational Unit Tree configuration (Configuration Menu > Portal & Profiles > Organizational Unit Tree Configuration), it is now possible to select a unit's homepage as its default tab. Note that the option to select the default tab has been moved into the Tabs section, under the new Default Tab column. For additional information, see Configuring the Research Portal.
    • February 2024 Data URM-208301
      Esploro now integrates with SwePub 4.0.
    • February 2024 Analytics and Insights URM-209575
      The following Esploro Analytics fields for InCites in the Esploro Research Assets subject area were renamed to better describe the information they display:
      New Name Old Name Dimension
      CNCI CNCI Average InCites Metrics Details
      Journal Impact Factor (JIF) Impact Factor InCites Metrics Details
      Category Expected Citations Normalized Impact InCites Metrics Details
      Is Domestic Collaboration Is Institutional Collaboration InCites Metrics Details
      Number of Domestic Collaborations (InCites) Number of Institutional Collaborations (InCites) InCites Metrics Measures
      CNCI (category level) CNRI InCites Metrics Schema Details
      For more information on the InCites fields in analytics, see the Esploro Research Assets subject area.
    • January 2024 Data URM-199372
      It is now possible to upload files to Esploro from Google Drive.
    • January 2024 Research Portal URM-209625
      In the InCites Highlights section of an asset page, the name of the collaboration type that was previously called "Institutional Collaboration" has been changed to "Domestic Collaboration." For additional information about InCites Highlights, see Configuring the Research Portal.
    • January 2024 Research Portal URM-190632
      The copyright year in the default portal footer has been updated to 2024. This field can be edited in Configuration menu > Portal and Profiles > Labels >  Researcher Footer under research.footer.rights.
      Copyright footer - 2024.png
    • January 2024 Analytics and Insights URM-208403
      The new Esploro organizational structure is now reflected in Esploro analytics.
    • January 2024 Analytics and Insights SF: 06864371 URM-205916
      The Number of Deleted Tasks (SH) field was added to Esploro Smart Harvesting > Smart Harvesting Measures. It displays the number of smart harvesting deleted tasks. 
    • January 2024 Analytics and Insights URM-197763
      Previously, when creating analytics reports with local fields, the field labels did not appear in the report. This made it difficult to know the purpose of the field. Now, the labels of local fields appear in the reports, so that the purpose of the field is clear.

    Resolved Issues

    • July 2024 Management URM-221489
      The Enable multi-factor authentication checkbox did not appear in user-account settings when it should have. This was fixed.
    • July 2024 Management SF: 07122982URM-221081
      If an asset was brought into Esploro from CDI by Smart Harvesting, and the Update selected author affiliations option of the asset was used to remove the affiliations of selected creators, the affiliation on the asset was not deleted, but rather changed into the value that appeared in the original CDI record. This was fixed.
    • July 2024 Management SF: 07049793URM-216739
      In the Author Matching Approval Task List, when an operator selected the Confirm Reviewed option for an automatically approved match, status of the task was not changed to Approved and Reviewed, as it should have been. This was fixed.
    • July 2024 Research Portal SF: 06680288URM-189862
      When a PDF file was opened on a mobile device, the viewer did not open the file properly for viewing. This was fixed.
    • July 2024 Research Portal SF: 06656123URM-188969
      The names of internal organizations were appearing in the portal facets of projects in English even when the UI language was not English. This was fixed.
    • July 2024 Analytics and Insights SF: 07151994URM-222440
      The output of scheduled analytics reports could only be sent in PDF format, although options for Excel, Text, and CSV should also have been available. This was fixed.
    • July 2024 Analytics and Insights SF: 07098514URM-218459
      Some of the tabs in the Research Assets Usage Dashboard were not loading correctly, causing them to either be blank or to display an error message. This was fixed. As part of the repair, the Number of Asset Shares measure was removed from two reports: Usage per Asset Category and Type and Usage per Requester Type.
    • July 2024 Analytics and Insights SF: 06870934URM-207515
      The layout of the email notification containing the t10_newpubs report was formatted in accordance with the Alma layout. This was fixed; the report now uses the Esploro layout.
    • July 2024 Analytics and Insights URM-222036
      The Ringold Identifier, which is not supported any longer for organizational units, was included as an option in analytics. SElecting it caused an error to be generated. This was fixed.
    • July 2024 Analytics and Insights SF: 07160501 07126558 07098294URM-222071
      When analytics was configured to use SAML and CAS as authentication methods when a report URL was accessed from a link, the user was not redirected to the correct login location. Users could only access these reports if they were already logged from the browser. This was fixed.
    • July 2024 Analytics and Insights URM-214615
      In multilingual environments, when organizational unit names were not defined in the default language, analytics did not use the names defined in the other language, as it should have, and instead left these values blank in reports. The following fields were affected by this problem: Asset Organization List, Organization Unit Name, Organization Parent Unit Name. This was fixed.
    • June 2024 Management SF: 06961009URM-210763
      The descriptions of Academic Unit Description Types could not be updated. This was fixed.
    • June 2024 Smart Harvesting URM-217333
      In some cases, Smart Expansion via CSV mishandled asset records that were associated with more than one affiliated researcher, such that the asset only appeared in the profile of one of the researchers. This was fixed.
    • June 2024 Smart Harvesting URM-218077
      In some cases, the system mistakenly created an Author Matching task for a non-affiliated researcher, which generated an error in the Author Matching task list. This was fixed.
    • May 2024 Data SF: 06553431URM-181782
      When conference metadata was exported to RiS or BibTeX, the event fields were not included. This was fixed.
    • May 2024 Smart Harvesting SF: 07026089URM-214249
      An author match that is approved by a researcher creates a task that informs the admins of the approval. These tasks did not appear in the Tasks widget as they should have. This was fixed.
    • May 2024 Smart Harvesting SF: 07015939URM-214296
      When authors were edited using the Manage Creators option to update or approve author affiliations, asset affiliations were incorrectly added from previously edited provisional assets. This was fixed.
    • May 2024 Management SF: 06737082URM-192202
      The Research ORCID Letter was sent to researchers after every run of the Update Researchers' ORCID job, even when the job did not attempt to update their ORCID profiles. This was fixed; only researchers for whom the job attempted to update their ORCID profiles now receive the letter.
    • May 2024 Management SF: 07118271 07010404 06937662 06925182URM-211700
      When operators sent messages to researchers from the Asset Details page, the messages appeared in the Communications tab and in the researcher's profile in the portal, but they were not sent as emails to the researchers. This was fixed; these communications are now sent to the researchers by email as well as appearing in the researchers' profiles in the portal.
    • May 2024 Research Portal SF: 06986281URM-212548
      Files with local access-rights only – such as files that could only be accessed from on campus – appeared with an Open Access label in the portal when the portal was accessed from within the specified local area. Now, when a file only has local access-rights, the Open Access label is never displayed – only the name of the license is displayed when the portal is accessed from within the specified area.
    • May 2024 Research Portal URM-211804
      Translation of the page and section names of General pages was not working. This was fixed.
    • May 2024 Research Portal SF: 06961952URM-211694
      Activities on researcher profiles displayed the researcher member names with the prefix "by." This prefix was removed.
    • May 2024 Management SF: 06989331URM-215824
      Republishing of a subset of a set of assets republished the entire set. This was fixed; republishing a subset now only republishes the subset.
    • May 2024 Analytics and Insights SF: 06870934URM-207515
      Scheduled analytics reports were sent out with the Alma layout and logo. This was fixed; these reports are now formatted correctly for Esploro.
    • May 2024 Analytics and Insights SF: 07020946URM-214162
      In the Research Assets Dashboard, the Assets per Journal title tab displayed no data. This was fixed.
    • April 2024 Management SF: 06902142 06797256 06763176 06763176URM-187098
      Centrally managed external research organizations were not updated when they should have been – changes related to names, acronyms and websites were out of date. This was fixed.
    • April 2024 Management SF: 06961009URM-210763
      The Description fields of Academic Unit Description Types could not be modified. This was fixed.
    • April 2024 Management SF: 06972404URM-212300
      The Users Synchronization job report for the SIS integration used for creating and updating researchers showed non-existent identifiers under primary ID. This was fixed; the report now displays the correct identifiers.
    • April 2024 Management SF: 06692672URM-210766
      When no changes were made to any researchers by the Users Synchronization job, the report showed the total number of researchers processed under Total Researchers updated successfully rather than under Total Researchers unchanged. This was fixed.
    • April 2024 Management URM-140827
      The Researcher Notifications button was mistakenly included in the Researcher Details page for non-affiliated researchers. The button was removed.
    • April 2024 Management URM-213820
      When a PDF file was added to an asset in the hub, the system should have extracted metadata from the PDF file and populated the fields of the asset record with it, but it did not do so. In addition, if a PDF file was added after some of the metadata of the asset was already entered, the user should have been prompted to decide how to handle the data coming from the new PDF file, but this prompt did not appear. These problems were fixed.
    • April 2024 Management SF: 06458877URM-177841
      The message that appears when a user attempts to delete a researcher that has linked assets, deposits, or other entities, has been improved. The message now specifies which entities are linked to the researcher, and gives their IDs. A similar message now appears when a non-affiliated researcher is merged with another researcher and both researchers are linked to the same provisional asset but in different capacities.
    • April 2024 Data URM-214600
      When a grant was updated via the loader, and Upon match was set to Overlay, the values in certain fields that were defined in the grant record but were not defined in the XML that was loaded, were deleted from the grant record. This was fixed.
    • April 2024 Data URM-216964
      When the default Investigator Role was selected for an investigator of a grant, in place of a missing or inactive investigator role, the role appeared in the grant with the note "(not listed)" beside it. This note has been removed.
    • April 2024 Smart Harvesting URM-211225
      When Smart harvesting imported titles that contained encoded characters, they were not normalized. These characters are now normalized.
    • April 2024 Smart Harvesting SF: 06890890URM-207280
      When a deposit had no DOI, the Smart Harvesting Researcher Approval Claim Notification included a "link" to the asset's full display. The link should not have been included in the notification, because the deposit was still waiting for approval, so no full display existed yet. This link is no longer included in the notification under these circumstances.
    • April 2024 Management SF: 06737082URM-192202
      When the Research ORCID Letter was enabled, after every run of the Update Researcher's ORCID job, the letter was sent to all researchers with active ORCID status who had enabled the notification, even if the job did not attempt to synchronize their Esploro research output with ORCID. This was fixed; this letter is now only sent out to researchers when the Update Researcher's ORCID job processed their works.
    • April 2024 Researcher Profiles SF: 06537433URM-181041
      The Researcher Notice opt in option was removed from Configuration menu > Researcher, because it sometimes caused conflicts with other settings.
    • April 2024 Management SF: 06621324 06721366URM-189219
      In certain cases, OpenURL links from the portal were not resolving correctly because of a missing parameter. This was fixed.
    • April 2024 Management SF: 07042582URM-215367
      In certain cases, the Esploro publishing job failed with the error "Failed to retrieve records for institution." This was fixed.
    • April 2024 Analytics and Insights SF: 06870934URM-207515
      Esploro scheduled analytics reports were sent out with the Alma notification logos and layout. This was fixed; the Esploro logo and layout are now used for these notifications.
    • April 2024 Data SF: 06977477URM-213959
      The XML version of the GET Internal Organizations API output was not formatted correctly. This was fixed.
    • April 2024 Data SF: 06977477URM-213461
      When the GET Internal Organizations API was called with a limit set for the number of organizational units to retrieve, the limit was ignored and the output included all units in the organization. This occurred because the limit parameter is not yet supported. Until support for it is implemented, a fixed limit of 100 units has been implemented.
    • March 2024 Data SF: 06902142 06797256 06763176 06645020URM-187098
      Previously, centrally managed external research organization information was not kept up-to-date from the Research Organization Registry. This was fixed.
    • March 2024 Management URM-210386
      Previously, when the project visibility settings were updated, the label of the Approval section in the project page in the hub was still "Pending Visibility Approval." This was fixed. When the visibility settings are updated, the label of the section is now, "Project Visibility Settings."
    • March 2024 Researcher Profiles SF: 06836492 06771529URM-196407
      Previously, when a researcher added a deposit from their profile in the portal, the researcher's middle name was sometimes taken from their user record instead of from their researcher record, as it should have been. This was fixed.
    • March 2024 Research Portal SF: 06963280URM-210275
      Previously, when a BibTeX export of all of a researcher's publications was initiated from the researcher's profile in the portal, if the publication data contained multiple contiguous spaces, the export process would fail. This was fixed. The export process works even when the data contains extra spaces.
    • March 2024 Research Portal SF: 06956075URM-210178
      Previously, the label of the research portal that appeared in external search results was incorrect. The metadata of the portal name was corrected, so that this no longer occurs.
    • March 2024 Research Portal SF: 06786932 06503843URM-180299
      Previously, if an asset had no identifiers (e.g., an ISSN or DOI), the asset page in the portal contained incorrect links under Related Links. This was fixed.
    • March 2024 Researcher Profiles SF: 06873157URM-205107
      Previously, when a researcher added a deposit from their profile in the portal, and tried to add related grants, only Pivot grants could be selected; locally managed grants were not included in the lookup list. This was fixed. Local grants are now also included in the lookup list.
    • March 2024 Research Portal SF: 06880146URM-206130
      Previously, when links to asset pages in the portal that contained certain special characters, they opened the portal homepage rather than the asset page. This was fixed.
    • March 2024 Analytics and Insights SF: 06994646URM-212298
      Previously, the display of the text from an asset's Grant Note field in analytics reports was truncated after 255 characters, even though the field could contain up to 4,000 characters. This was fixed. The entire contents of the field are now displayed in reports.
    • March 2024 Analytics and Insights URM-186667
      Previously, it was not possible to configure Esploro to send notifications to users or researchers about analytics objects, even when they were subscribed to these notifications. This was fixed.
    • March 2024 Research Portal SF: 06964772 06961823URM-210238
      Previously, the menu in the header of the portal only included at most two options, even when the portal was configured to have more than two options there, and there was room for more options. This was fixed. When there are more than two options, those that fit are inserted into the header.
    • March 2024 Research Portal SF: 06480294URM-178757
      Previously, the order in which member organizations appeared in a project in the portal could not be changed. It can now be changed by admins in the project page in the hub.
    • March 2024 Research Portal SF: 06813352URM-198747
      Previously, the order in which associated researchers appeared in activity records in the portal was not always the same in the brief view and the full view. This was fixed.
    • March 2024 Data SF: 06948675URM-209644
      Previously, the InCites Metrics job did not add certain types of SDG metrics, and the job events in these cases showed failures. This was fixed.
    • March 2024 Data SF: 06890866URM-207715
      Previously, when a researcher was listed as a contributor to an ETD asset with the role of a Supervisor, when the asset was sent to ORCID, the researcher appeared there as an Additional Author. This was fixed. The Supervisor role in Esploro is now mapped to the Supervision role in ORCID.
    • March 2024 Management SF: 07018286 06813610URM-184912
      Previously, when an ISBN was entered into the ISBN field of an asset of type Abstract, the ISBN was not shown after the asset was saved. This was fixed.
    • March 2024 Data URM-215070
      Previously, if a deleted record was resent to ORCID, ORCID returned error messages. This was fixed. It is now possible to resend records that were previously deleted back to ORCID.
    • March 2024 Analytics and Insights SF: 06263287 URM-167603
      The Esploro Research Assets Usage > Asset Usage Measures > Number of Asset Shares field was not functional. It was removed.
    • March 2024 Management SF: 06843365 URM-204142
      The Author Matching Report did not include the Esploro logo in the email. This was fixed.
    • March 2024 Management SF: 05983734 06442834URM-153706
      Job History pagination was missing lines in some cases. This was fixed.
    • February 2024 Management SF: 06740247URM-209521
      When a non-affiliated researcher was merged using the Move Assets and Grants option, if the researcher only had related grants, but no assets, the merge failed. This has been fixed.
    • February 2024 Management SF: 06929929URM-209206
      When a grant that was related to a project was deleted, the relationship between the grant and the project was not deleted, causing errors in project management. This was fixed.
    • February 2024 Researcher Profiles SF: 06920280URM-211186
      In some cases, when an asset was deposited, the Open Access (published version) flag added from Unpaywall (via the OpenAlex API) was overridden by the status from the Alma Community Zone. This has been fixed.
    • January 2024 Researcher Profiles SF: 06919659URM-207757
      Previously, when a media mention included a link, and the link appeared in a researcher's profile in the portal, if the link was marked as restricted in its settings, the fact that it was restricted was not indicated in the portal. This was fixed. Restricted links are now labeled restricted. (Note that these links still open; restriction is not enforced in this context.)
    • January 2024 Research Portal SF: 06961461URM-210231
      In the portal, in the Metrics sections of assets, the spacing between the view count and the citation count was improved.
    • January 2024 Research Portal SF: 06951663URM-209619
      In some cases, the homepage of an organizational unit was unavailable in the portal even though it existed. This was fixed.
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