5.7.05.7.0

1. Administration module

This release includes the delivery of a new unified Activity model, improving the facility for users to capture past and current activities related to their professional expertise. The new unified Activity model provides increased flexibility and improved configuration options, enabling you to capture activities in a way which align with the focus in your research institution. New features include:

• Nine concise and clear primary types (or templates), with a default set of sub-types
• Easily configurable sub-types, with the option to re-name, add, or remove as you see fit
• Functionality to relate more than one Person to a single Activity
• Introduction of 'Indicators', a customer-defined, flexible list of values, configurable for each Activity sub-type

Click here for more details on the new Activity model…

Details on the following elements of the new unified Activity model are available below:

• Migration from previous Activity model
• Configuration of templates, sub-types, Indicators, and Categories
• Change template for Activities
• Bulk-change template and sub-type
• Changes to Custom portals
• Changes to Web services

All existing Activities are migrated into the new unified Activity model, the new Prize content type, or the updated Press / Media content type. Further details on the migrations are available here. The new unified Activity model contains nine new templates, all of which will be made available to all customers, including the naming and description of each Activity template. Note that due to changes in the underlying data models, some saved report definitions, saved filters (list of Activities in Editable list), and saved Dashboard widgets might not function.

Templates With the new unified Activity model, all customers will have the same nine Activity templates and template descriptions: Publication peer-review and editorial work (see template) Participating in or organising an event (see template) Talk or presentation (see template) Consultancy (see template) Membership (see template) Visiting an external institution (see template) Hosting a visitor (see template) Examination (see template) Other (see template) All templates are enabled by default, but it is possible to disable individual templates, making them unavailable for selection when creating new Activities. If a particular template is not relevant for your institution, you can easily disable that particular template. Go to the Administrator tab and navigate to Activities > Templates. Notes on disabling an Activity template: Disabling a template requires that no Activities are related to that template (the number in brackets next to the template name shows the number of Activities currently related to that template) By using the enhanced bulk-edit tool, you can easily change the Activity template for a number of Activities in a single bulk action (further details available here) When a template can be disabled (i.e. has no related content), the blue On button will have a toggle as shown for Consultancy in the screenshot above Sub-types Sub-types can be added, edited, or deleted in the Templates configuration screen. Notes: After adding a new sub-type you must login again for it to take effect As with Activity templates, it is only possible to delete sub-types with no related Activities (the number in brackets next to the sub-type name shows the number of Activities currently related to that sub-type) When a sub-type can be disabled (i.e. has no related content), the minus sign is available (as shown in the screenshot above for Oral presentation and New subtype) It is possible to set the order of the sub-types by using the arrows; this will set the order in which sub-types will be presented for Users when creating new Activities When adding a new sub-type, it is possible to configure Indicators and Categories immediately (see below) Indicators Indicators are a flexible field which can be configured by Administrators at the sub-type level for Activities in the new unified Activity model. Examples of Indicators you may be interested in implementing include: Frequency Audience size Whether paid / free event Classifications to help categorise particular activities for statutory returns .... For each sub-type, you can define which Indicators are available, each of which is based on a classification scheme. Select 'Edit' for the desired sub-type, then 'Add indicator relation' to add an existing Indicator, or 'Modify available indicators' to create a new Indicator for selection or edit existing Indicators. When an Indicator is added to a sub-type, users can select from the available values for that particular sub-type in the Activity editor. Category Categories enable further subdivision of sub-types. Examples of Categories you may be interested in implementing include: Research Teaching Commissioned Similarly to Indicators, Categories are configured by sub-type, and based on a classification scheme. Select 'Edit' for the desired sub-type then 'Add category relation' to add an existing Category or 'Modify available categories' to create a new Category for selection. Once enabled for a sub-type, Category is a mandatory field. This means that if Categories are added to a sub-type that already has related content, this existing content must be assigned to a Category. This is achieved by Pure automatically assigning ALL existing Activities in that sub-type to the first Category in the list. As such, it is important that you are conscious of the order in which Categories are added to the sub-type. Once configured, Category will appear in the top of the editor of the specified sub-type as a mandatory field, with selection between radio buttons. Note that you are encouraged to keep the number of Categories to three or under, as any more than this does not display well in the editor. If only one Category value is added to a sub-type, the content will be automatically assigned to that Category and the field will not be shown in the editor (as there is no action on the user to select a Category).

Change Activity template It is now possible to change templates and sub-types for Activities directly in the editor. The functionality is similar to that available for Research outputs. In the top right-hand corner of the Activity editor, the 'Change template' button lets the user select another Activity template or sub-type for the selected activity. Note that as the data fields available across templates differ, it might not be possible to migrate all data from a source template to a target template. If a field does not exist in the target template, data from that field will be saved in History & Comments - with the exception of changing from a template which has a Title field to a template that does not have a Title field (e.g. change Talk or presentation to Participating in or organising an event). In these cases, the data from the Title field will be migrated into the first line of the Description field of the target template.

Enhanced bulk edit-tool The bulk-edit tool has been enhanced to enable template changes and certain content type changes. This enhancement has been added to enable the bulk move of Activities into appropriate new templates and sub-types, thereby optimising the use of the new Activity classifications, but its use is not limited to this. For example, the bulk-edit function can also be used to move Activities around as your use of Pure evolves over time (e.g. the creation of new, more granular sub-types). Following the upgrade to 5.7, we recommend that you use the bulk-edit tool to: move relevant Activities from the 'Other' template to a sub-type in the relevant standard template move relevant Activities to the new Prize content type move relevant Activities to the updated Press / Media content type Learn more about how the bulk-edit tool can be used here.

Changes to Custom portals As the unification of the Activity model has meant the migration of Activities to other content types (i.e. Prizes and Press / Media - see migration details), this will impact on the content displayed in Custom Portals. Activities that have migrated to the Prize or Press / Media content types are no longer available in the list of Activities when clicking on 'Activities' menu tabs in the Portal. Further, in the Organisation and Person pages, a new section for Prizes will appear where there is related content. Custom portals will not have a separate overall menu section for Prizes added as part of this update. The display of Press / Media content in Custom portals depends on previous configurations for Press Clippings; further information is available here.

Changes to Web services Web services have changed as a result of changing the Activities data model. More details are available here.

Roles affected:

• The changes to the Activity model affect all users with roles related to Activities, i.e. Personal users, Editors and Administrators of Activities, Administrators, and Reporters. Additionally, new roles have been created: Editor and Administrator of Prizes, and Editor and Administrator of Press / Media

Notes:

• The Activity content type is by default ENABLED when updating to 5.7

 

 

A new content type for Prizes has been added to Pure, enabling users to capture prominent professional distinctions which illustrate their esteem and demonstrate recognition within their professional field. This results in these professional distinctions becoming much more prominent in Pure. With the Prize data model in Pure it is possible to:

• Capture awarded prizes and other professional distinctions
• Relate the awarded Prize to multiple recipients (internal and external persons)
• Relate the awarded Prize to the awarding external organisation and/or the event where the Prize was awarded
• Easily configure sub-types for Prizes

In this release, we have consolidated the existing Press Clippings module with various ‘media contribution’ Activities into a single content type called Press / Media. This consolidation enables the capture of all press / media activity (whether active or passive) in a single content type, rather that as separate Press Clippings and Activities. Capturing Press / Media activity in Pure enables users to capture press activity resulting from their professional activity / expertise, and supports the institution in showcasing and monitoring this kind of societal impact consistently and efficiently.

Click here for more details on the new Press / Media content type...

The Press / Media content type is designed to enable users to capture press activity resulting from their professional activity / expertise, whether this activity is active (i.e. a media contribution) or passive (i.e. media coverage). The new Press / Media model follows the concept of the current Press Clippings model, where there is a single ‘story’, to which multiple contributions and/or items of coverage can be captured. For each media contribution or item of media coverage, it is possible to capture elements such as:

• Persons, organisations, and roles
• General descriptive information
• Date
• Media outlet, outlet type (e.g. TV, radio, print), degree of recognition, country, producer / author, duration / length / size
• URL

Details on the following elements of the new Press / Media content type are available at Press-Media model details.

• Default model settings (including workflow)
• Default Portal and Custom Portal settings
• Details of migration logic employed across all bases
• Access to Press / Media content (user roles and rights)
• Configuring the Press / Media model

Roles affected: Personal users, Administrator, Editor of Press / Media, Administrator of Press / Media

Notes:

• Note that due to changes in the underlying data model, some saved report definitions, saved filters (list of Activities in Editable list), and saved Dashboard widgets might not function
• Web services have changed as a result of changing the Press / Media data model. More details are available here.

 

 

Newsflo provides the ability to measure elements of an academic’s research impact by uncovering relevant mentions of their work across tens of thousands of mass media outlets around the world. This Newsflo media monitoring capability can now be integrated into Pure, providing evidence of societal impact of individuals' and organisations' research through media mentions. The Newsflo media database originates from Metabase (LexisNexis) and uses a clever clustering algorithm to link similar stories from different sources. No additional subscription or license is required for Pure customers to integrate with Newsflo.

This release includes improved tools for populating Scopus Author ID on the Person record. The main purposes for improving this feature are to make the Scopus Automated Search function more efficient as well as improving volume of Press / Media content sourced via the Newsflo Integration feature.

With this release it is now possible to merge organisational units. This enables Administrators to merge duplicate organisational units, and is possible to be executed for synchronised as well as non-synchronised Organisational units.

2. Pure portal

In conjunction with the updates to the Activity, Prizes, and Press / Media data models (see above), the Pure Portal (i.e. the Pure Experts Portal) has been enhanced and updated to accommodate the revisions to the respective models. Other content types have also been added to the Pure Portal, and the display of some existing content types has been updated. This release includes the following updates to the Pure Portal:

• Inclusion of Prizes and Courses
• Updated display of:
  • Activities
  • Press / Media (including the addition of Newsflo content, where enabled)
  • Datasets
  • Impact

Click here for more details on new content types available in the Pure portal...

Updated display of Activities
The display of Activities in the Pure Portal has been been updated to accommodate the data model revisions described above. The revised display exists in the Overview, Organization, and Persons Profile pages.

Inclusion of Prizes
The Pure Portal has been updated to display the new Prizes content type described above. The display of Prizes is available in the Overview, Organization and Persons Profile pages. By default, the display of Prizes in the Pure Portal is ENABLED.

Updated display of Press / Media

The display of Press / Media in the Pure Portal has been been updated to accommodate the data model revisions described above. The revised display exists in the Overview, Organization, and Persons Profile pages. Notes: Where integration with Newsflo has been enabled (see above), this content will also be displayed in the Pure Portal It is possible to configure the Press / Media content available in the Pure Portal

Inclusion of Courses
The Pure Portal has been updated to display the Courses content type introduced in 5.6. The display of Courses is available in the Overview, Organization and Persons Profile pages. By default, the display of Courses in the Pure Portal is ENABLED.

Updated display of Impact
The display of Impact in the Pure Portal has been been updated to accommodate recent updates to the data model. The revised display exists in the Overview, Organization, and Persons Profile pages.

Updated display of Datasets
The display of Datasets in the Pure Portal has been been updated to accommodate recent updates to the data model. The revised display exists in the Overview, Organization, and Persons Profile pages.

 

 

In response to customer feedback, Public CV functionality has been re-instated in the Pure Portal.

This release includes additional Pure Portal enhancements, including:

• Fingerprinting : ability to suppress concepts and thesauri on an Organization unit
• Display keywords for all content types
• Display whether the visitor has access to ScienceDirect DOIs
• Configurable Pure Portal footer
• Altmetrics now opens into a new window

Click here for more details on the additional Pure portal enhancements…

Fingerprinting : ability to suppress concepts and thesauri on an Organizational unit

It is now possible to de-select concepts and thesauri for an Organizational unit, similar to how it is performed for Persons. This is accomplished in the backend, by Administrators: Open the editor for the Organisational Unit whose fingerprint you wish to change Select 'Fingerprint' from the left-hand navigation of the editor The Fingerprint window will open. Place your cursor over the concept you wish to remove from the Fingerprint. Click the red 'x' next to the concept. Continue this process until you have removed all concepts you wish to remove. Click 'Save' at the bottom of the screen. The concept will be removed from the Fingerprint, and the next time you open the editor, the concept will appear under 'Omitted concepts'. To add a concept back, find the concept in the list of 'Omitted concepts' and select the green "+" next to the concept. Continue this process for all concepts you wish to re-instate. Click 'Save' at the bottom of the screen.

Display keywords for all content types

It is now possible to display keywords in the Pure Portal for all content types where keywords are available in the Pure backend. When displayed, the keywords appear only in the 'long render' format of the content (i.e. on the record's own Portal page). Notes: When setting up the keyword configuration in Pure, Administrators can specify whether to limit access to the keyword group. Only those with 'No limit' are displayed in the Pure Portal.        By default, all keyword groups with 'No limit' are shown in the Portal

Display whether the visitor has access to ScienceDirect DOIs

ScienceDirect offer a service that can automatically detect if a visitor has access to the full-text file available via the DOI (e.g. if their IP address is registered to a subscribing institution). We have linked the Pure Portal up with this service so that, if a visitor is entitled to view the full-text file available via the ScienceDirect DOI, this will be shown in the Pure Portal. If the visitor hovers over the tick mark, they are informed that they have access to the document.

Configurable Pure Portal footer
The Pure Portal footer is now configurable to hide Elsevier and RELX branding and to change the section line colour from the standard orange to the default colour scheme of your Pure Portal. To configure this setting, go to Administrator > Portal > Help section > Enable Elsevier and Relex logo in footer (as per screenshot above)

Altmetrics now opens into a new window
In order to provide a better visitor experience, where Altmetrics are enabled in the Pure Portal, when a visitor selects the Altmetric for the content, a new browser window will be opened.

 

 

3. Web services

The 5.7 release contains several changes to data models in Pure (as described above), which impacts on the data returned by the stable web service. These effects include:

• Data returned by the web service for Activities
• Data returned by the web service for Press / Media (previously denoted Clippings)
• A new endpoint for Prizes

The 5.7 release contains several changes to data models in Pure (as described above), which also means there will be major changes to the current web service. These changes include:

• The schema for the current web service for Activities has been changed fundamentally to reflect the new data model for Activities in Pure.
• The schema for the current web service for Press / Media (previously denoted Clippings) has been changed fundamentally to reflect the new data model for Press / Media.
• New schema for the current web service for Prizes

This means that if you are using the current web service you must update your code using the web service, as the XML returned has changed a lot to reflect the new datamodel.

4. Import module

As part of our continuing effort to increase the number of online sources available to the Pure user, EBSCOhost Research Databases has been added as a new import source in this release.

This release includes an improvement to the Scopus Automated Search, automatically using a Person's Scopus Author ID and / or ORCID as search terms (rather than simply their name or name variants), where these exist on the Person record. This will improve the quality of imported content and ease the matching process.

Click here for more details on using Scopus Author ID / ORCID in the Scopus Automated Search …

When a person has either a Scopus Author ID and / or ORCID, this is now used to enhance the Automated search function for Scopus.

Roles affected: Personal user

Notes:

• In order for this feature to be optimised at your institution, each active researcher in Pure should have a Scopus Author ID and/or ORCID captured on their Person record in the backend. No further action is required for this function to initiate.

This release also includes improved tools for populating Scopus Author ID on the Person record. Details are available above.

Using the Scopus Automated Search function is not relevant for PRS (Profile Refinement Service) customers

 

 

A few general improvements have been made to the Import module, including:

• When configuring the import module, it is now possible to disregard affiliation from the source, and add internal authors' active organisations only (see configuration page)
• Generally, across all import sources we now import review articles to the 'Review article' type in the 'Journal Article' template.

5. CV module

The following CV templates have been revised as necessitated by updates made to the Activity and Press / Media models, and the introduction of Prizes as a content type (see sections above):

• Europass CV
• Biosketch CV
• TENK CV
• Weill Cornell Medical College (WCMC) CV

Additionally, the Biosketch CV template has been updated to capture recent changes to the format (Rev. 10/15 Approved Through 10/31/2018)

C. Contribution to science section has been updated to allow users to include outputs not authored by the user

D. Additional information section has been updated to introduce sub-headers for 'Research support' and 'Scholastic performance', with a free text section added to enable users to capture 'Scholastic performance' information

Also, as described above, the Public CV is now available in the Pure Portal.

6. Custom Portals

Further details are available in the Google Maps integration section above.

Custom portals (i.e. Advanced portals) will see changes due to the changes to the data models in Pure (described above). While we tested a significant number of Custom and Standard portals, we could not test them all. We therefore advise that you review your Portal in your TEST environment prior to upgrading Pure in PRODUCTION.

It is now possible to display keywords in the Custom Portals for all content types where keywords are available in the Pure backend. When displayed, the keywords appear only in the 'long render' format of the content (i.e. on the record's own Portal page).

7. Country specific functionality

Prior to this release, Base-UC employed a customised version of the Person datamodel. This release includes the removal of these customised fields and the migration of content to standard unified fields.

Click here for more details on Person expertise migration …

The UC-specific Education / Qualification and Positions outside of the institution fields have been removed from the Person editor and the existing content migrated to the standard unified fields in the Person record.

In the previous version the Education and Positions outside the institution were placed in the lower section of the Person editor as can be seen below.

The standard unified fields were not used as can be seen here:

After the update, the customised fields have been removed and the content moved to the upper part of the person editor:

Notes:

• The migration takes place automatically upon upgrade
• The stable web service is unaffected by this change

 

 

With this release, the Danish import source Bibliotek.dk is now available for all Danish customers.

Some updates have been made to the REF2020 module as part of this release:

• A new REF2020 Exception has been introduced to enable the appropriate flagging of outputs that meet the Publication date deposit requirement
• Customers are advised to run the "Generate OA Compliance Status For Existing Content" job on a nightly basis

8. Other items included in the release

Further to the Open Access compliance support features released in 5.6.0 / 4.25.0, this release includes an additional feature for accessing the ScienceDirect Article Hosting Permissions API.

• Where a user is uploading an Accepted Author Manuscript for an Elsevier journal (and a DOI already exists on the record), Pure will call the ScienceDirect Article Hosting Permissions API to source the embargo end date and License to document content for the version uploaded
• Further information is available here 

Also, a reminder that the 5.6.2 (4.25.2) release included the following:

• configurable functionality such that specified user types can be restricted from deleting Electronic versions (files, DOIs, links) from validated records
• updated process for reading 'Open Access' metadata tags on Publisher PDFs, such that Document version is now editable by users

In addition to displaying keywords in the Pure Portal and in Custom Portals (see details above), keywords can now also be included in the long render for all content types.