Overview: Configuration

This article provides further detail of what may be involved in the Configuration activity described in How we run implementation projects.

Overview

After your Elements installation is complete you will be able to configure the system. The diagram below outlines the tasks that are required during this activity:

This diagram is part of the full implementation diagram.

Parameters

Driver	Client
Symplectic Primary Contact	Client Support Manager in region
Start of Project	Installation complete
End of Project	Client sign-off of acceptance criteria
Expected Length	2-3 weeks, depending on scope and number of modules to implement

Configuration

The configuration activity of the implementation project is when you first get your hands on the system. We will be there to help you but this activity is your responsibility.

The following two guides provide a structure narrative to assist you with the two most significant topic of this activity

Initial Configuration of Elements
Testing the Elements Synchroniser which discusses strategies for configuring your user's default search settings

A number of other relevant guides are available on this site:

Tip: If you want to experiment with configuration in our sandbox, please raise a support request on this site.
Tip: As Elements is highly configurable we recommend that you record the configuration settings for future reference.

Acceptance Criteria

As this is entirely your activity the acceptance criteria below are only suggestions:

#	Acceptance area	Acceptance critera
1	Users and Groups	All users have been imported with correct details. All Primary Groups have been created and contain the correct users (members). System and Group roles have been set up.
2	Search Settings	FOR A SMALL SET OF USERS: Verify that the Synchroniser completed the work (User Sync Queues are empty and System Log is 'clean'). Verify that data is retrieved from all publication data sources to which you has access. Verify that the publications that were expected to be found were found during Synchronisation. Verify that the data is displayed to the end-user as expected (citations, journal metrics, data source precedence).

Acceptance area

Acceptance critera

Users and Groups

All users have been imported with correct details.
All Primary Groups have been created and contain the correct users (members).
System and Group roles have been set up.

Search Settings

FOR A SMALL SET OF USERS:

Verify that the Synchroniser completed the work (User Sync Queues are empty and System Log is 'clean').
Verify that data is retrieved from all publication data sources to which you has access.
Verify that the publications that were expected to be found were found during Synchronisation.
Verify that the data is displayed to the end-user as expected (citations, journal metrics, data source precedence).

Overview: Configuration

Overview

Parameters

Configuration

Acceptance Criteria

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