How To

How to set up figshare.com (v.2) as a data source (Elements v.6.7 and later)
This article is relevant to clients on Elements version 6.7 and later. In version 6.7, our integration with figshare.com is updated to use the version...
How to configure Dimensions as a data source
This article is intended as a guide for clients who have licensed Dimensions as a data source, either separately or as part of their Elements or Dimen...
How To Design a Dashboard with Elements Dashboard Designer (v5.18 and earlier)
Note:  This article applies to Elements v5.18 and earlier only. Newer versions of Elements offer a dashboard design experience directly within the bro...
How to implement an API feed
TABLE OF CONTENTS Implementing a feed to a website Implementing a user import feed Implementing a data import feed You are a data source Feed records ...
How to enable the Sherpa Romeo integration
The Sherpa Romeo integration was updated in 5.21.0.2727 to align with the new Sherpa Romeo V2 API issued by Jisc. Following the structure used on Sher...
How to increase the timeout value of Elements sessions
Some activities in Elements can take longer than the default 30 minute timeout to execute. Some examples are: running basic reports on departments tha...
How to restrict entry of data to Elements - Field locking, External feeds, and Availability
This article outlines various ways by which you can restrict editing of data within Elements. Elements can accept information in a variety of ways - h...
How to Merge or Split Records
This article explains how to merge or split records. You might also hear this referred to as joining or unjoining records. Occasionally records are du...
How to configure ADFS authentication in Elements
This article describes how to configure ADFS authentication in Elements. Note: ADFS authentication in Elements requires ADFS 3.0 and WS-federation Mak...
How to add/replace the PDFs on the Help page in Elements
For self hosted Clients, this article will show you how to replace the default PDFs on the Help page in Elements   with your own customized versi...
How to Use System Search
The System Search menu allows users to search Elements for specific content, save searches, and browse recent publications within your institution. ...
How to review the User Sync Queues
The Elements Synchroniser is a service that ensures users' publications are up-to-date by performing regular searches against the online data source...
How to enable and configure Waiver generation
An Open Access Monitor license SSRS, and "CV" reporting enabled - see How to configure CVs in Elements This guide covers enabling the functionality, ...
How to refresh SNIP and SJR data
Administrators and Category Admins for the Journal category can upload SNIP and SJR data to Elements. This can be done from the ‘Manage journal data’ ...
How to import publications from a BibTeX file
It is possible to import publication lists in the BibTeX directly into Elements. This guide will outline how this is done, and what formats the files ...
How to deposit full text into a repository via Elements
Depositing full text to your repository via the Elements interface is easy. Settings configured by your System Administrator determine some of the opt...
How to curate search settings
The purpose of this article is to outline the basic steps for curating search settings in Elements to maximize publication and grant retrieval from da...
How to create links
When you log into your Elements profile, you may see either a series of tasks in a carousel or banners displayed at the top of your home page. One o...
How to integrate the Altmetric - Explorer for Institutions with Elements
This article has been prepared for subscribers of the Altmetric - Explorer for Institution Edition Once implemented, Symplectic Elements typically bec...
How to configure Microsoft Entra ID (Azure AD) authentication in Symplectic Elements
This article describes how to configure Azure AD authentication in Symplectic Elements. Note: Symplectic Elements’ Azure AD integration uses the OpenI...
How to configure branding 6.x
Users with ‘System administration’ rights can configure the branding of Elements for the whole organisation, or for individual Primary Groups. This ca...
How to add a preferred name
Users can set a preferred first name and/or surname. This functionality allows users and institutions to deal with cases where there is a difference b...
How to manage Name Based Search Settings in an Automatic Claiming world
Name based search settings will determine the identifiers presented to you in the automatic claiming page. You may also have a lot of Pending items th...
How to enable Elements to search ORCID
Integrating Elements with ORCID is a three-step process. First, you must register with ORCID. Then, you must add your ORCID credentials to Elements an...
How to troubleshoot citation counts
The display of citation counts, the difference between how they appear in the citation databases and in Elements and their relation to an author's h-i...
How to connect your figshare account
Do you already have a figshare account? If so, you can set up a connection by clicking "Configure connection", after which your datasets will be imp...