Repository Tools and OA Monitor

Migrating from Repository Tools 1 to Repository Tools 2
If you are planning to migrate your repository integration from Repository Tools 1 to a newer Repository Tools 2 integration, there are a number of st...
Repository Tools 2: A Functional Overview
Building on the advancements in repository technology in recent years Symplectic is creating the next generation of repository integrations for Elemen...
Introducing Repository Tools 2
With the release of v4.16 of Elements in December 2015 , we delivered the first piece of functionality on what we have been calling internally our R...
Repository Tools 2: Configuring Figshare for Institutions
The following is a guide on how to configure the Elements   Repository Tools 2 integration with Figshare for Institutions You must be running v6.2 or...
Repository Tools 1: FAQ
IMPORTANT: The information in this article relates to the Repository Tools 1 protocol (RT1). If you are connecting Elements to your repository using t...
Repository Tools 1: Module Administration - Repository Connection
N.B. This article relates to the Repository Tools 1 (RT1) protocol, which is no longer supported as of Elements 6.11. New repository integrations shou...
Repository Tools 2: DSpace as a data source
The DSpace data source is designed to allow Elements to harvest publications from your DSpace institutional repository into Elements via a Repositor...
Manage publications in an OA scheme
This article applies to Elements v6.20 and above. OA schemes can be accessed by authorised users via Open Access > [MANAGE OPEN ACCESS]  > OA sch...
OA schemes list page
This article applies to Elements v6.20 and above. OA schemes can be accessed by authorised users via Open Access > [MANAGE OPEN ACCESS] > OA sche...
OA Monitor : Create and configure an OA scheme
This article applies to Elements v6.20 and above. OA schemes can be accessed by authorised users via Open Access > [MANAGE OPEN ACCESS] > OA sche...
Repository Tools 1: Troubleshooting
N.B. This article relates to the Repository Tools 1 (RT1) protocol, which is no longer supported as of Elements 6.11. New repository integrations shou...
Repository Tools 1: Architecture
N.B. This article relates to the Repository Tools 1 (RT1) protocol, which is no longer supported as of Elements 6.11. New repository integrations shou...
OA Policy Settings
This article applies to Elements v6.19 and below. This article outlines how institutions with an Open Access Policy can configure Elements to comply w...
OA Monitor Settings
This article provides an overview on how to configure the Open Access Monitor module.   Jump to the bottom of the article if you are on a version o...
Open Access Monitor: Overview
Around the world, Open Access policies are being implemented by both institutions and research funders .  From April 2016, the UK funding bodies requ...
Repository Tools 1 & 2: Module Administration - General Deposit Advice
This article outlines how deposit advice can be customised to appear in the repository deposit screens. Deposit advice is configured via Open Access ...
Open Access Monitor
OA Monitor Open Access Monitor : Overview Configuring the OA Monitor OA Monitor Settings    OA Monitor : Create and configure an OA scheme (v6.20+)  ...
OA Monitor: Compliance Logic and Overrides
This article provides an overview of the OA Monitor compliance logic and override functionality available. Jump to the middle of the article if you a...
OA Monitor: FAQ
This article provides answers to some commonly asked questions relating to the OA Monitor.   Jump to the bottom of the article if you are on a versio...
Definitions of key terms and logic in the OA Monitor
This article provides the definitions of the logic and some tips as to how to use some of the filters that allow you to answer key questions relating ...
OA Monitor: Date logic
This article describes how the OA monitor sources specified dates, used in scope and compliance calculations. Using the 'Default' data source preceden...
OA Monitor: Deposit reminder emails
System Administrators and Repository Tools Administrators are able to send out email notifications to users who have publications that fall within the...
Customise deposit version names
Clients using Elements v6.8+ can configure which file version names will be displayed to users when depositing publications via Elements. This functio...
Repository Tools 2: Configuring Automatic Metadata Updates including Relevance Schemes
Elements provides the capability to automatically push metadata updates to some repositories*. This provides a mechanism to enable changes in metadata...
Repository Tools 2 - FAQ
RT2 uses your repository as a datasource. Each Repository platform - DSpace, EPrints and Figshare - has different configuration options. To begin, go ...
Repository Tools 2: Configuring DSpace
The DSpace data source allows the harvest of publications from your DSpace institutional repository to Elements, via a Repository Tools 2 (RT2) inte...
Repository Tools 2: Upgrade RT2 DSpace integration to DSpace 7.x or 8.x
This article offers a brief guide for to upgrading an RT2 integration with a 5.x or 6.x version of the DSpace repository to DSpace version 7.x or 8.x....
Using Symplectic Elements in combination with the Jisc Publication Router
The Jisc Publications Router offers institutions the ability to integrate the Router with their DSpace or EPrints based repository. Institutions als...
Repository Tools 2: Integrating with multiple repositories of the same kind
We have extended our Repository Tools 2 framework to allow institutions to integrate with multiple repositories of the same kind. For example an insti...
Repository Tools 2: Updating and Testing Crosswalks
Crosswalking is the process of transforming data from a source format into another format suitable for use in a destination system. Every RT2 connecti...
Repository Tools 2: Defining Relevance Schemes Guide
The documents linked below describe how to define relevance schemes that are used when making automated metadata updates from Elements to your reposit...
Repository Tools 2: Testing Advice
Once the crosswalk map has been edited, we recommend that you use the functionality to ‘Test harvest/deposit crosswalk’ to review the mappings and ens...
Repository Tools 2: OA Location Functionality
Users can specify an OA location when depositing to a repository. This is available for RT2 integrations with DSpace, EPrints or Figshare.  In additio...
Repository Tools 2: EPrints as a data source
The EPrints data source is designed to allow Elements to harvest publications from your EPrints institutional repository into Elements via a Repositor...
Repository Tools 2: Configuring Digital Commons
Digital Commons is an institutional repository developed and hosted by B epress . You will find Digital Commons as one of the listed data sources. Al...
Repository Tools 2: Enabling deposit via Elements
This document describes how repository item data is crosswalked out of Elements, thus allowing users to deposit to the repository via Elements. This i...
Repository Tools 2: Defining Crosswalks Guide
The documents linked below describe how to define crosswalks that map data between your repository and Elements, using Repository Tools 2. The docum...
Repository Tools 2: Configuring EPrints
The EPrints data source allows the harvest of publications from your EPrints institutional repository to Elements, via a Repository Tools 2 (RT2) in...
Repository Tools 2: Repository as Data Source
This document describes how repository item data is crosswalked into Elements, allowing the repository to serve as a data source for Elements. This is...