Elements System Administration

Managing AI Features
N.B. This article documents the management of AI features within the core Elements application. For details of AI-powered publication summaries in the...
Directly accessing or modifying the operational database is not supported
Occasionally, Symplectic receives support tickets from clients asking for help with directly querying (or even directly updating) data in the operatio...
Managing registered reports
Note : In v6.1 of Elements, the Reporting Hub was introduced. From that version, more and more types of report are being steadily migrated away from t...
Reporting synchronisation management
The Reporting Synchroniser is the background process that keeps the Elements Reporting Database up to date with the latest data in Elements. The rep...
Manage and Create Label Schemes
Label Schemes can be created, removed and managed by going to System admin > Links & labels > Configure label schemes .   Default Schemes Editing th...
Enabling the ORCID Write Integration
Elements’ integration with ORCID has been extended to include a ‘write’ component. This allows users to send publications from Elements to their ORCID...
Scheduled Jobs and Services
Elements will carry out a range of automated tasks during the course of each day or week. Typically, these will include tasks such as importing new u...
Roles in Elements
The various roles in Elements are described below. Begin by navigating to System admin > Users & groups > User management > Manage system roles . Sel...
Google Analytics
Your institution may wish to monitor the use of Elements using a Google Analytics account. If so, go to System Admin > Logs & Monitoring > Google Ana...
Introducing Object Privacy (v6.2 Onwards)
A large variety of data is collected within Elements and there is a broad range of sensitivities associated with some of this data. Elements 6.2 intro...
Enabling the ORCID write integration to send information on user affiliation
Following the release of Elements 5.19, Elements’ write integration with ORCID has been extended to allow users to send details of their affiliation w...
Email configuration
Symplectic Elements will interact with your institution’s email system in order to send reminder emails and other alerts.  The following must be true ...
Elements logs and server maintenance
Regular house-keeping is required to ensure that the three types of Elements logging are not affecting the system: Truncating logs: Please ensure that...
Data Source Management
The System Admin > Data Sources > Data Source Management page allows System Administrators to configure and manage data sources at the system level....
Data Source Availability, Default Search Settings and Manage Bulk Searches
This article relates to the three pages found under System Admin > Data Sources that set the default search settings at the organisation level. If t...
Using UN Sustainable Development Goals (SDG) Label Scheme in Elements
The UN Sustainable Development Goals (SDGs) label scheme is one of the default Label Schemes supplied in Elements. Like other label schemes, it can be...
User Generic Fields and Restricted HR Data
Elements offers the capability for clients to store arbitrary data about end users in any of the 50 User Generic Fields. All of the User Generic Field...
User Profile privacy settings
Elements offers a number of different configurations relating to user profile privacy. These configurations have been designed to offer several levels...
The Elements group structure importer - v6.16+
This article relates to group importer functionality in Elements v6.16+. If you are on Elements v6.15, please refer to this support article .  The gr...
System Log and Search Errors
It can often be helpful to check the activity of your Elements system. To help you do this, the system keeps a record of all processes it carries out ...
Managing Users
Most user processes, such as the creation of new users and the deactivation of users who leave your institution, will be carried out automatically usi...
Managing User Groups 6.12+
Your organisation will have set up Symplectic Elements with a suitable structure of groups and sub-groups. However, it is likely that new groups will ...
Managing User Groups
Note: Significant changes were made to these pages in Elements v6.12. More details can be found in this support article .  Your organisation will ha...
Manage your Symplectic Elements licence
Elements will notify you when modules and environments need to have their licences renewed with a message: Your licence will expire on dd/mm/yyyy, ple...
Manage Module Access
The Manage Module Access menu allows System Administrators to Groups or Users access to the different Elements modules. Each module either allows user...
Manage Login Announcements
This article relates to the page found under System admin > Notifications & actions > Edit login announcement in the navigation menu. It describes h...
Manage Link Types
This article is aimed at System Administrators and explains the process of managing the link types for relationships. The page for updating the link t...
Manage Home Page Actions
The My Actions carousel on the homepage is configurable, allowing institutions to give greater prominence to the tasks they deem most important. To wo...
Manage Global Settings
The Global settings page System admin > General settings > Global settings contains system-specific configuration options and system-wide actions. F...
Manage Authentication of Users
Your systems authentication can be found by navigating to System admin > Authentication & access > Authenticating authorities . This configuration de...
Cookie Consent Management
Elements 6.20 introduces a built-in cookie consent management system, providing an easy and effective route to compliance with GDPR and other similar ...
Configuring User Profile Field Settings (v6.14+)
The User Profile Field Settings page is available via the System Admin tab in the Elements Menu ( System Admin > Users & Groups > User management > Us...
Configuring OpenURL v6.7+
See this support article for details of OpenURL configuration prior to v6.7.  The OpenURL is a standard similar to the DOI  (Digital Object Identif...
The Elements group structure feed - v6.18+
Groups in Elements play a pivotal role in organising user data, underpinning the configuration of the system, as well as facilitating reporting and an...
Secure FTP Server Access
Symplectic maintains FTP servers whose main purpose is to provide a location to which clients can upload data feed files for import into Symplectic-ho...
Group import cutoffs
When carrying out an import of the group structure , it is important to be able to ensure that the changes that will be applied to the group structur...
The Elements group structure importer - v6.15
This article relates to group importer functionality in Elements v6.15. If you are on Elements v6.16+, please refer to this support article .  Note: ...
Updating a group’s parent v6.14+
In order to change a group’s parent, you require permission to edit the group being moved, and the new parent. Changing a group’s parent may impact a ...
Encryption for hosted Elements clients offsite backups
Hosted Elements instances are automatically backed up daily to Amazon S3 storage. Clients may also request weekly Elements backup uploads to our FTP s...
Configure display names for key modules
Users with ‘System administration’ rights can configure the display name for a number of different modules ( System Admin > System Settings > Configur...
OpenURL Base URL
Please note: For configuration the OpenURL in version 6.7+ please see this support article The OpenURL is a standard similar to the DOI  (Digital Ob...
Controlled vocabulary/labels on the Profile page
Elements supports the capture of controlled vocabularies or labels. Similar to the label schemes in Publications, these labels can be used to enhance ...
Administration Dashboard
Before beginning, it is important to understand all the options and tools that you as a System Administrator have at your disposal. In this section, w...