Customizing fieldsCustomizing fields

The values in dropdown fields are defined by classification schemes, many of which can be edited at Master data > Classification Schemes. You can also use the global search to find classification schemes by the name of a value in the dropdown. Note that if your Pure has multiple UI languages, any values added to the classification scheme must be provided in every UI language. Note that some classification schemes cannot be edited.

The type fields for editorial content types (e.g. Research Outputs) have descriptions which will appear in a popover if the User hovers over the type. These descriptions can be customized to help your Users understand which type to choose, by using the type configuration at Administrator > (e.g.) Research Outputs > Types.

Most text resources in the UI can be edited, including the names of fields and content types, and help texts. To find and edit text resources, go to Administrator > Messaging and text resources > Text resources. There are risks to changing text resources. If the new name deviates too far from the default, it might obscure the original purpose of the feature and lead to confusion if there is functionality tied to it. When communicating with Pure Support, use the default names. Note that it is not possible to delete a text resource that has a default value.

Some little-used fields are not enabled by default. Before considering adding a new field, check whether what you want already exists and just needs to be enabled. Go to Administrator > System settings and look through the settings for the content type to which you wish to add a field.

Some fields do not appear until a classification scheme that has only one value by default is given a second value, e.g. Impact status on the Impacts content type. Before considering adding a new field, go to Master data > Classification schemes to check whether a scheme already exists for it.

The Persons and Organisational Units content types each have optional free-text Profile information fields, which are enabled by default with a single type ('Person profile' and ‘Organisation profile’, respectively). To create new types of Profile information fields, go to Master data > Classification schemes and find the relevant scheme, e.g. Profile information type, and add new classifications with the names of the new types.

Most editorial data content types have optional single-choice (radio button) Categories fields, which are by default disabled. To enable a Category field for a given content type, go to Master data > Classification schemes and find the relevant scheme, e.g. Research Output: Categories, then add new classifications with the names of the values for the radio buttons. The scheme must contain at least two values for the field to appear. Finally, go to the settings for the types of the content type, e.g. Administrator > Research Outputs > Types, and assign the category and peer review relations to the relevant subtypes. 

See What is Publication Category on Research Outputs.

Many content types have optional free-text Description fields, which are managed in a classification scheme. To create a new free-text Description field for a given content type, go to Master data > Classification schemes and find the relevant scheme, e.g. Activity: Descriptions, then add a new classification with the name of your new free-text field.

The Activities content type has an optional dropdown field called Indicators that is by default disabled. To enable an Indicator field for an Activity subtype, first go to Master data > Classification schemes and find the Activity: Indicators scheme, then add new classifications with the names of the values for the dropdown. Then go to Administrator > Activities > Types, and assign the indicator relations to the relevant subtypes.

A Keyword Group is a custom field that contains Keywords that categorize records. Keyword Groups may allow free-text values, values from a classification scheme (either default or custom), or both. Keyword Groups can be created by Users with the role Administrator or Technical Administrator. 

For an overview of Keyword Group functionality, see Decision matrix for creating new fields below.

Custom-defined fields (CDFs) can be created for individual clients to fulfil specific requirements. During implementation, your Implementation Manager can request a CDF for you. It will then be considered by a panel of subject matter experts at Elsevier. If approved, your Implementation Manager will create the CDF in your Pure(s).

See Custom-defined fields (CDFs). For an overview of CDF functionality, see Decision matrix for creating new fields below.

Some default fields can be disabled. Go to Administrator > System settings and look through the settings for the content type for which you wish to remove a field.

Some fields will disappear if its classification scheme contains only one value, e.g. Impact status on the Impacts content type. Go to Master data > Classification schemes to check whether removing values from a scheme will remove the field. Note that this will not be possible if records exist with data in the Description field, or if there is functionality tied to the field for the given content type.

Most editorial data content types have optional single-choice (radio button) Categories fields, which are by default disabled. To disable a Category field for a given content type, go to the settings for the types of the content type, e.g. Administrator > Research Outputs > Types, and remove all the category and peer review relations from the relevant subtypes. Note that this will not be possible if records exist with data in the Category field. It is also not possible to remove ‘Research’ category relations from Research Output subtypes, as this is tied to other functionality; if this is the only category relation present, however, then the field will not appear in the editor window.

Many content types have optional free-text Description fields, which are managed in a classification scheme. To delete a Description field for a given content type, go to Master data > Classification schemes and find the relevant scheme, e.g. Activity: Descriptions, then delete the ‘Description’ value from the scheme. Note that this will not be possible if records exist with data in the Description field, or if there is functionality tied to the field for the given content type.

The Activities content type has an optional dropdown field called Indicators that is by default disabled. To disable an Indicator field for an Activity subtype, go to Administrator > Activities > Types and remove all the indicator relations from the relevant subtypes.

Some Keyword Groups appear by default. If you wish to remove these, or any new Keyword Groups you have added, see How to delete Keyword Groups.

Only Elsevier can removed CDFs. During implementation, your Implementation Manager can remove a CDF for you. To check whether a field is a CDF, go to Administrator > Custom-defined fields.