Planning your Discovery Module implementation

What this article covers:

Things that need to be considered early

Why is planning for your Discovery implementation important?

A Discovery implementation often requires cooperation from other institutional teams, so it's important you communicate early to ensure buy in and resources to avoid delays in your implementation.
You may also want to seek end user feedback on how you should configure your Discovery Module, which will require appropriate time for consultation.
Also, as Discovery utilises a lot of data from Elements, and potentially other institutional sources, you should spend some time ensuring the data is in the right place and is of good quality to deliver the best possible visitor experience. This will require some consideration of where data is currently, where it may need to be, and getting access to other data sources.

What should planning focus on?

However, to help avoid delays in your implementation, we recommend you read the following documents early in the process and share them with the appropriate people in your team:
Filters:
Article: Planning, configuring and presetting filtered searches
You should consider what filters you want to enable based on what will make sense to a "public" audience - what do you want visitors to do with the data and what will the source of your filter data be?
Experience has taught us that getting your data in the right place early in the process will avoid duplication of effort later, so it is worth thinking about filters at the beginning of your implementation.
Custom URLs:
Article: Custom website and researcher Discovery URLs
If you want to customise your URLs, you will need someone from your IT Team to help with the custom URL for your Discovery Module instance and you will need to decide how you want to populate your Researcher URL's early so relevant changes can be made by the person who owns your HR Feed.
SEO for the Discovery Module:
Article: SEO for Discovery
You will want to find and enlist the help of the person that controls your corporate website and let them know what your "go live" plan and dates are. There are some tasks in this article that will make a significant difference to how quickly your new Discovery profiles are found in search engines.

Data readiness

What data should be checked?

This table below summarises what you should expect to consider with regards your organisation's data readiness, in effect providing a checklist of the information a fully populated profile would contain:

Group	Name	Populates the Discovery Module:	Source of Data and Type	Find it On:
Elements Profile	User picture	Search results and all researcher specific pages	Manual / API Feed	Elements Profile
	Researcher name	Search results and all expert specific pages	HR Feed or "Local" user	Elements Profile
	ORCID	All expert specific pages	Automatic Claiming	Elements Profile
	Email Address (system version)	All expert specific pages	HR Feed or "Local" user	Elements Profile
	Email Addresses (user added)	All expert specific pages	Manual	Elements Profile
	Phone number/s (user added)	All expert specific pages	Manual	Elements Profile
	Overview	Bio	Overview - Text	Elements Profile
	Research Interests	Research Tab > Research Interests	Research Interests - Text	Elements Profile
	Teaching Summary	Teaching Tab > Teaching Summary	Teaching Summary - Text	Elements Profile
	Fields of Research Codes*	Search results and "About" tab	Label Scheme	Elements Profile Configure via System Admin > Label Schemes
	Availability*	Search results and "About" tab	Label Scheme	Elements Profile Configure via System Admin > Label Schemes
	Organisation Appointments	Search results (current Appointments only) and "About" tab	Often a 3rd party HR System feed	Elements Profile
	Academic Appointments	"About" tab	Manual	Elements Profile
	Non-academic Appointments	"About" tab	Manual	Elements Profile
	Degrees	"About" tab	Manual	Elements Profile
	Certifications	"About" tab	Manual	Elements Profile
	Postgraduate training	"About" tab	Manual	Elements Profile
	Language competencies	"About" tab	Manual	Elements Profile
	Mailing addresses	All expert specific pages	Manual	Elements Profile
	Web addresses and social media	All expert specific pages	Manual	Elements Profile
	Media	Search results and "About" Tab	Manual	Elements Profile
Publications	Publications	Publications tab	Publications (specific Types can be disabled)	System Admin > Data Category Settings > Publication Types
Grants	Grants	Research tab	Grants (specific Types can be disabled) Tab can be disabled	System Admin > Data Category Settings > Grant Types
Professional Activities	Professional Activities	Professional Activities tab	Professional Activities (specific Types can be disabled) Tab can be disabled	System Admin > Data Category Settings > Professional Activity Types
Teaching Activities	Teaching Activities	Teaching Activities tab	Teaching Activities (specific Types can be disabled) Tab can be disabled	System Admin > Data Category Settings > Teaching Activity Types
Filters	Fields of Research Code (Tags)	Tag Search on the homepage and search results page The Tag Filter on search results Expert "About" tab	Any label scheme	Elements Profile
	Availability	Availability filter on search results & "About" tab	Availability - label scheme (or your own custom Availability label scheme)	Elements Profile
	Department Note: Your selection of "Department" data is also used on the Co-authorship Diagram > Collaboration network. Further information below	Search results page "About" Tab	Organisational Appointments Fields - specifically the Position, Department and Date/s fields- Manual / API Feed OR One of the following fields in Elements HR Feed / "Local" user record: Department field Any one of Organisation Specific fields #1-#10 Primary Group Descriptor field (Not recommended as standard- please speak to Symplectic before enabling)	Elements Profile / API feed / Symplectic Profiles Service Feed HR Feed or "Local" User Record
	Custom 1-5	Filter on search results & Expert "About" tab	Any one of Organisation Specific fields #1-#10 OR a label scheme	HR Feed / "Local" User Record OR Elements Profile
Co-authorship Diagram	Collaboration Network Note: Your selection of "Department" data (see Filters > Department above) is also used on the Co-authorship Diagram > Collaboration network	Link shown on search results and "About" Tab	Organisational Appointments Fields- specifically the Position, Department and Date/s fields- Manual / API Feed OR One of the following fields in Elements HR Feed / "Local" user record: Department field Any one of Organisation Specific fields #1-#10 Primary Group Descriptor field (Not recommended as standard- please speak to Symplectic before enabling)	[Automatically generated based on the co-authorship data in Elements]

Back to the Discovery Module index

Planning your Discovery Module implementation

Things that need to be considered early

Data readiness

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