Quick Start Guide to Aurora. Contents

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1 Contents Home Page Navigation... 2 Menus... 3 Persistent Header... 3 Area Tabs... 4 Sitemap... 4 Claim or Reject Publications... 5 Claiming or Rejecting Harvested Publications... 5 Summary view of publications... 7 Detailed view of publications... 8 Add Publications Manually... 9 Assisted Entry: Journal Article Manual Entry: Journal Article Editing Publication Data Aurora Search Settings Default Search Settings Updating Search Settings Adding database specific Author IDs Adding your ORCiD Author ID Tips for Updating Search Settings Quick Start Guide 1

2 Home Page Navigation Login to Aurora via aurora.adelaide.edu.au and you will land on your Home Page. Persistent Header Area Tabs Navigation Bar/Sitemap Create Links: This will be functional in the future and will allow you to create links within Aurora e.g. between a grant and publication. My h-index: Shows h-index values calculated from citation information held in Aurora. My Actions: Notice of pending publications and files to be uploaded to AR&S. Publication History: A bar chart showing publications per year My Publications: Claimed/pending publications by type and relationship My Data Sources: The online data sources that are currently searched. Details of recent and future searches Co-Authorships at UofA: A list of co-authors within the University of Adelaide My Delegation: Anyone to whom you have delegated rights to help with your records. My Search Settings: The terms currently used to search the online data sources 2

3 Menus Three complementary menus make navigating Aurora easy and informative the persistent header, area tabs and sitemap. Persistent Header The black header at the top of Aurora persists on all pages. Logged in as: Shows who is logged in. Also shows when you are impersonating another user. Workspace: Aurora allows you to place your own or other people s publications into the Workspace, and export a custom list. Refer to the Quick Reference Guide to using the Workspace. Inbox: Inbox functionality is not currently implemented in Aurora Log out: Allows you to log out of Aurora. Account Settings: Allows you to modify your user settings, change your password and add a delegate to manage your publications for you. For further information on adding a delegate, refer to the Quick Reference Guide to Delegating. Impersonate Another User: If a researcher has added you as a delegate, you will be able to impersonate them. Refer to the Quick Reference Guide to Impersonating for more information. Help: Allows you to access User Guides and version information. For further user support documents go to 3

4 Area Tabs The main areas in Aurora are easily accessed via the area tabs: Home: Landing page in Aurora, showing user summary information. From here you can navigate to other areas. Profile: Personal profile information about the user such as photo, , phone, experience, education, language, address and website information. Elements: Navigation to different elements (modules) available in Aurora. Currently Publications is the only module available. Reporting: Allows you to generate reports, view and compare statistics within Aurora. Note: You will only be able to access this tab if you have been given the role of Statistician for a group. Refer to the Quick Reference Guide to Basic Reports for more information. Explore: Allows you to search the system for publications. For more information refer to the Quick Reference Guide to Exploring Aurora. Sitemap The Aurora sitemap will be expanded according to the area that is accessed and will always reflect where you are in the system. Note: If you have a role of Statistician or Research Manager, the sitemap will also show a Reporting and/or System Admin tab as shown below. 4

5 Claim or Reject Publications Aurora will search and find (harvest) publications from online bibliographic databases that match your details as defined by your search settings. Publications will be placed in the Pending' queue to await your approval by claiming the publication. Note: If you are presented with a publication which is not yours, reject the publication. Claiming or Rejecting Harvested Publications To view and claim or reject publications, select the link in the My Actions area at the top of the home screen. To claim a publication and move it to the Mine area, select the green tick icon. To reject a publication and move it to the Not mine area, select the red cross icon. If you Claim a publication by mistake you can still Reject it at a later stage. You can also Claim a publication that you had previously rejected. 5

6 You can select multiple publications using the check-boxes in their header bars, then claim or reject the marked publications with the large buttons at the top of the list. Mine: Claimed publications Pending: Pending publications Not mine: Rejected publications To claim or reject marked publications, use these buttons Sort the publications by date, title or type Filter your publications Mark a publication using the check-box To claim or reject a single publication, select individual buttons Tips: You can change your search settings if you find you are declining a lot of publications that are not yours or if you are missing publications. For more information on how to refine search settings, refer to page 15 of this guide. 6

7 Summary view of publications To review all of the information associated with a publication, select the title. Alternatively, use the following summary view to review data: Publication Tabs UofA users: List of the University of Adelaide users associated with the publication History: Log of all changes made to the publication record in Aurora Data sources: Lists the sources that exist for the publication Full text: Lists institutional repository files that are associated with the publication Links: Displays linked authors and allows you to add new links. This will become more relevant at a later stage when other modules are introduced. Action Icons Upload File: Upload a new file to AR&S. For more information refer to the Quick Reference Guide to Attaching Publications. View Full Details: View full details for the publication. Make Favourite: To improve the visibility of this publication in your profile, mark it as a favourite. Hide Publication: To hide this publication in your profile, mark as invisible. Add to Workspace: Add publication to your Workspace. For more information refer to the Quick Reference Guide to Using the Workspace. Reject Publication: Reject the publication and move it to the Not mine tab. Click title to view full details of a publication Check to mark an item for a bulk action Change publication type DOI: Click on the Digital Object Identifier (DOI) to navigate to a copy of the publication. Journal Rankings: various journal rankings will be displayed against the ISSNs of the publication (Note: ranking will only be displayed if publication has ISSN via online bibliographic database). Author details: authors of the publication that have been identified from harvested records. The building icon indicates byline information. Citations: publication citation counts from Scopus, Web of Science and Europe PMC are displayed. A question mark indicates that no citation information is available. Altmetrics score: allows you to view the details of online attention that a publication has received. Refer to the Altmetrics Data Quick Reference Guide for more information. 7

8 Detailed view of publications To review all of the information associated with a publication, click the title. This will show the detailed view including connections and files deposited to Adelaide Research and Scholarship (AR&S), all data found via the search and any information manually added to the publication. Action: Mark publication as favourite. Add the publication to Workspace Reporting Dates: The publication date and the date set against the publication for reporting purposes History: A log of all changes made to the publication record in Aurora Data Sources: Detailed view of the bibliographic data by source Journal Article: A summary of a publication's bibliographic and bibliometric details UofA Library: Allows you to upload full text to Adelaide Research & Scholarship. Also provides general guidance about which version of the paper can be submitted. Add a Manual Record: Allows you to enter additional publication information. If a manual record has already been created, you will be able to edit the manual record and add more information. Connections: Details of authors linked to the publication. This will show all of the UofA authors attached to this publication. Affiliations: A map showing the address distribution for affiliated authors 8

9 Add Publications Manually New publications can be added via the plus buttons on the home page and on the Publications screen. Assisted entry is available for books and chapters via Google Books, and for journal articles via DOI lookup. For a more detailed guide refer to the Quick Reference Guide to Adding Publications Manually. Adding Publications Manually To access via the Home Page click on the plus icon for the appropriate category: To access via the My Publications Page click Add a new publication and then click the plus icon beside the appropriate category: 9

10 Assisted Entry: Journal Article When you add a new journal article, you will be taken to the assisted entry screen where you can enter a Digital Object Identifier (DOI) and retrieve results details from the CrossRef database. 1. Enter the DOI and select Go. Results will be shown at the bottom of the screen. Select the plus icon next to the correct journal article (if it is found) to create a new journal article record with source set to CrossRef. The new record will be added in an approved state to your Mine tab. Manual Entry: Journal Article 1. Select Skip to enter data manually. 10

11 This will take you straight to the Manual Entry screen. Fill in all the details of the publication that are available. Mandatory fields are marked with an asterisk. Aurora will automatically add the researcher as an author. Select Continue to add additional data or Save & Finish to save the publication. The publication will now appear in the researcher s approved publications under the Mine tab. 11

12 Editing Publication Data Manual records can be added to existing publication data. Some harvested publication records may be incomplete or require changes. To ensure we have the most complete information in Aurora and the correct details are shown in your publications list, you can edit your publications data via the Add Manual Record function in Aurora. 1. From the Home Page select Publications within the Navigation panel to display your publications. 2. Select the title of the publication you want to edit. 12

13 3. Under the Data Sources menu select Add a Manual Record. Or if you are editing an existing manual record select Edit Record. 4. A manual record entry screen will appear, populated initially with information Aurora already knows about the publications (from online databases). Enter all additional information in the appropriate field areas. 13

14 5. Click Continue to add additional data. 6. Add any additional data on this screen in the appropriate fields. 7. Once you have finished editing the details select Finish to save changes. 8. If you make a mistake select Edit Record to make further amendments. 14

15 Aurora Search Settings Aurora will search online bibliographic databases periodically for your publications. You will find the information Aurora is using to find your publications from the Home Page under My Search Settings. Default Search Settings Default search settings in Aurora are: Name Variant: Last name and initials Address: University of Adelaide OR Univ Adelaide Start Date: 1 Jan 2008 Aurora will search online bibliographic databases using these terms and harvest publications. Changing the defaults may be necessary if Aurora is not finding all the expected publications for a researcher. Updating Search Settings You can improve the accuracy of your search by updating your Search Settings. 1. In the Navigation Pane, expand Publications by clicking on the orange Plus icon, then select Search Settings. 15

16 2. Modify settings as required (see below). Name variants: add variants of your published names Addresses: restrict search by your affiliations Start date: restrict search from a date Journals: restrict search to certain journals (not recommended) Keywords: restrict search with keywords (not recommended) Source-specific search terms: add databasespecific search terms & Author IDs for Scopus, WoS and ORCiD Online database Publication IDs: fetch publications by proprietary ID Don t forget to save your search settings. 16

17 3. Aurora will schedule a search immediately after you have saved your search settings, and will confirm the time of the next search. You can also trigger a search by selecting Run my searches. Adding database specific Author IDs In the Source-specific search terms area you can add Researcher Author identifiers for Web of Science, Scopus and ORCiD which will help to focus your search of these databases. Click on the Plus sign on the left of the database (Scopus or Web of Science) to reveal the Author identifier box. Enter your Web of Science ResearcherID in the box as shown below. 17

18 Click on the Plus sign on the left of the Scopus source specific search terms to reveal the Author identifier box. Enter your Scopus Author Identifier in the box Adding your ORCiD Author ID To create an ORCiD, register your details on this website. Once you have registered your ORCiD then you need to include it in Search Settings, following these steps. 1. Scroll down the page to Source-specific search terms where ORCiD should appear in the list. 2. Select configure, which will open a settings box 3. Select Configure connection 4. You will be asked to login to your ORCiD account 5. Once you have successfully logged into your ORCiD account it will be linked to your Aurora profile and your ORCiD will appear as shown below 18

19 6. Remember to Save 7. For further support regarding ORCiD see the University of Adelaide ORCiD support site Tips for Updating Search Settings If you are missing publications in Aurora, we suggest making adjustments to your search terms such as: Name variants: Make sure you have entered any variations of your name under which you have published such as maiden and married name, alternate spellings, shortened forms of your first name. Usually only one or two name variants are required. Addresses: Add additional address variants for institutions other than University of Adelaide that you have bylined Dates: Change to the date of your earliest publication or leave blank Online database IDs: If you know the database ID (such as Scopus ID or Web of Science ID) for specific missing publications you can enter each of these. Source Specific Search terms: Enter your specific Author ID s for Scopus and Web of Science (see above). Configure: Connect Aurora and ORCiD database, enabling Aurora to harvest data automatically (see above). If you are receiving too many publications in Aurora, we suggest you change your search settings by adding in appropriate additional search terms to narrow the search: Name variants: If you have a relatively common name make sure you include more specific details in the other search settings fields Addresses: Make sure you have at least one entry here. The default is University of Adelaide OR Univ Adelaide but you may also need to include other institutions that you have bylined Source Specific Search terms: Enter your specific Author ID s for Scopus and Web of Science (see above). Configure: Connect Aurora and ORCiD database, enabling Aurora to harvest data automatically (see above). For detailed advice on a range of search options, and for answers to some common questions refer to the Trouble-shooting Guide for Search Settings If you need help or advice about your search settings please aurora@adelaide.edu.au for assistance. 19

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