Enable and configure Groups in Discovery

There are a few steps to including and configuring Groups in Discovery. Permission to update these settings is restricted to System Administrators.

Enabling and synching

1. Enabling Groups

Start at System Admin > General Settings > Discovery Module Configuration and click on the Core settings tab. Enable Group profiles by flipping the slider to the 'Enabled' position.

2. Synchronise Groups data

At System Admin > General Settings > Discovery Module Data, go to the Data synchronisation tab and enable the synchronisation of Groups. You can navigate to the 'Manage groups' page to review the privacy settings for Groups and adjust as desired.

Configuring Tags and Filters for Groups in Discovery

3. Configure Tags (optional)

At System Admin > General Settings > Manage Discovery Data, go to the Data source tab and select a label scheme for Groups to form the underlying dataset for Group tags.

4. Configure custom filters (optional)

On the same page, select a label scheme to form the underlying dataset of each custom filter you wish to enable for the group search page.

5. Configure availability and appearance of filters (optional)

Go to the System Admin > General Settings> Discovery Module Configuration page and find the Filters tab. Configure the desired availability and appearance of Group filters.

6. Apply configuration settings

Once you have completed steps 1-5, you need to perform the following actions in order to commit the configuration settings to Discovery:

At System Admin > General Settings > Manage Discovery Module Configuration page, find the Publish button at the top of the page and click it to save the changes (further detail on this process is available here).
At System Admin > General Settings > Manage Discovery Data, click the Request Full Reload button at the bottom of the page. The time bar at the top of the page will tell you how long the reload will take.

Once both the configuration is published and the full data reload is complete, you should see Groups content available in your Discovery instance, configured as specified.

Group profile page

A Group will be available in Discovery if its Privacy setting is Public.

The data displayed on a Group profile is sourced from the Group details page in Elements.

Main body

Field	Source	Notes
Breadcrumb	Group hierarchy	The breadcrumbs displayed enable the user to navigate up the group hierarchy via the group's parent.
Type	Group type
Name	Name
Related content tabs	Relationships	Lists related objects where the object privacy setting is Public. Experts Lists all implicit and explicit group members Publications Lists all 'Highlighted' publications Grants Lists all 'Funded by' grants Impact Lists all 'Highlighted' records of impact Projects Lists all 'Highlighted' projects Equipment Lists all 'Owned by' and 'Housed by' pieces of equipment
Image	Group image
Summary	overview / overview-html
Highlighted users	Person lists	The listed users are those captured on the Group record on the following person lists: heads administrators administrative-heads directors Users otherwise related to the Group are not displayed. The following information is displayed per person (where input): name email (as input on the Group record) phone (as input on the Group record) Additional notes: The configured display name for each person list type is used. The configured order of the person lists is reflected. The order of the individuals within each person list is reflected. Unresolved users will be displayed, but with no link to a Discovery profile. Users whose profile privacy setting is not Public will be displayed, but with no link to their Discovery profile.
Institutional collaborations	Relationships	Lists 'Collaborates with' related Groups whose privacy setting is Public. Explicit relationships only.
Related groups	Group hierarchy	Lists all child Groups whose privacy setting is Public.
Label schemes	Labels

Sidebar

Field	Source	Notes
Tags	Labels	Displays applied labels, as per the label scheme configured to form the underlying dataset for Group tags.
Alternative names	alternative-names
Phone	phone-number
Email	email-address
Address	addresses
Contacts	Person list	The listed users are those captured on the Group record on the 'contacts' person list The following information is displayed per person (where input): name email (as input on the Group record) phone (as input on the Group record) Additional notes: The order of the individuals within the 'contacts' person list is reflected. Unresolved users will be displayed, but with no link to a Discovery profile. Users whose profile privacy setting is not Public will be displayed, but with no link to their Discovery profile.
External links	external-links
Visit our website	url

Group membership on Expert profile page

The Expert profile page lists all Groups (where privacy setting is Public) that the user is an explicit member of.

Implementation: Groups