Exploring Esploro #anzreg2019

Exploring Esploro: migration and implementation of Esploro at Southern Cross University
Margie Pembroke, Southern Cross University

Southern Cross University punches above its weight research-wise and management looking to expose that research more.

In Australia many uni repositories were created from government funding. Initial focus on green open access. Then ERA (like PBRF) came along and hijacked repositories, and then publishers hijacked open access… CAUL review of australian Repository Infrastructure found that integrations was falling behind.

Currently use bepress for their repository, and have a separate CRIS. Lots of manual reporting, data entry, reconciliation etc. No integrations, no workflows, reliant on self-reporting. Submission process: researcher gets a PDF form from the website, fills it out, and emails it to repository and to the CRIS who enter this data independently.

Early adopter of Esploro. A chance to influence the platform – financial benefits but also risks. Aim to soft launch this November, running two systems in parallel until researcher profiles and outfacing pages in Esploro look how they should.

First migration has happened – OAI-PMH export using document export, all bepress data also backed up to AWS3. Ex Libris helped with metadata mapping. Could export bepress statistics into Esploro too.

New workflow – researcher writes article, it appears on the web, Esploro finds it and surfaces in both the repository and CRIS views. Automagic harvesting based on DOI/ISBN, leverages off the Summon index, de-duplicates, links to ORCID, will look to harvest from Research Data Australia, Figshare and Unpaywall, etc.

Integrations planned with HR system (never did this for Alma – staff added ad hoc when needing to request/borrow!), uni data warehouse, uni ORCID API, CRIS, Research Data Australia, Libraries Australia, Datacite for minting DOIs.

Public interface is essentially Primo VE plus researcher profiles.  Internal workflow is in Alma. Sherpa/Romeo etc.

Benefits for library:

  • automatic harvesting / ordering (for ERA auditing) which saves work, avoids typos, means people don’t have to remember to place orders
  • staff already familiar with how Alma works
  • can add preprint, post-print, link to paper etc all sharing basic metadata
  • ease of management of research profiles
  • support from Ex Libris community

Benefits for researcher:

  • massive timesaver – only need to manually enter metadata for items not published on the internet
  • increased visibility especially with automatic generation/updating of profile
  • compliance with funding requirements

Benefits for institution:

  • comprehensive picture of research outputs across the institution
  • can leverage Alma analytics to create reports
  • avoids duplication of data-entry; increases efficiency


Q: How do you get full-text in?
A: Initially pulls in from bepress. For new items, sends email to researchers to ask them to upload accepted manuscript.

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