Automated searchAutomated search

Example

If you have a journal article that was recently published and then indexed in Scopus, and you have set Automated search to On for Scopus, you will then be notified when it becomes available in Scopus. And then you can import the article directly into Pure, instead of creating it manually.

Setup automated search

1. Open your Person profile
2. Click the Automated search tab in the left navigation.
3. For each online source toggle the switch to On if you want to enable the automated search and scan for results from that source.
   

   If a toggle for a source is set to Off but the import source is enabled under Administrator > Research Output > Import Sources, making it available for manual import, Automated search will still not look at that source on the person until this is toggled on.

   Only exception to this rule is for Scopus. Administrators of Pure can configure that Automated search is automatically set to On for all users.
   

   This means that if the Automated search function by Scopus ID on the Scopus online import source is ENABLED this will automatically run a search for all Active Academic Personal users with Scopus IDs in Pure.

    
4. Automated search is based on the authors' names on publications, or ORCID/Scopus IDs, depending on the source.
   1. Standard name suggestions are provided by Pure so that common representations of author names are not missed.
      To add standard name suggestions, click Add suggested names.
After adding name variants, you can edit the variant by clicking Edit name or remove it with the  button.
      
   2. If you want to manually add an additional name variant to search for, click Add name... and enter the additional name variant. In the screenshot below the names suggested from above are added and a third name added manually:
      
   3. Using IDs as Scopus ID or ORCID is often preferred if possible due to the unique identifier compared to name variants. Any source that requires such ID will tell you this way:
      
   4. Some sources can work with either a name variant or an ID if provided. For example Scopus will take benefit of using the Scopus ID if added to the Person profile. If no ID is present, name variants can be used instead.
5. Once you have at least one name variant, you can click Preview candidates to check that the search criteria are able to appropriately locate some results. 
   1. The number of previewed candidates is not indicative of the actual number of publications related to you, but rather how well your search criteria will work.  
   2. You cannot import publications from the Preview candidates dialog. If you want to import publications from online sources with immediate effect, use the Import from online source tab of the Choose submission window. See Add research output from an online source.
      
6. Click Save to exit the Person editor window. 
7. If any matches are found results should appear within the next run of the Search for import candidates job.

Note that not all import sources (i.e. EBSCO) have an automated search functionality (please see Setting up online sources for an overview). Content from these sources are NOT automatically pulled in with the Search for import candidates job, instead these need to be pulled manually in using "import from online source".

 

Control how you are notified about publication candidates

When the automated search find results you will be informed about the new import candidates. 

Tasks

At any time you can see the amount of import candidates awaiting attention.

Mail

The Automated search tab of the Person editor window: