Experts Directory: Basic Reports
Experts Directory provides a number of "out of the box" reporting options for data in the system, which are called "Basic Reports."
Basic Reports are text-based downloads of Elements data, usually as CSV files.
A note about objects that have their relationship marked as 'private': Authors have the ability to mark their relationship with publications and other objects as 'private'. This does not prevent the objects from being shown in Basic Reports.
Go to (Menu) > Reporting > Reports & Dashboards > Basic Reports
1/2. Select users AND/OR groups
- You can either select users one-by-one by entering their names into the search box and adding them to a list, or select existing departments or colleges. To select existing groups, expand the tree and check the relevant boxes. Only groups for which you have 'Statistician' access will have check-boxes. Similarly, only users within your groups will be available via the individual user search.
3. Select Additional Filters (optional)
- Enter a 'Date from' and a 'Date to' in the format 'DD/MM/YYYY'. These dates are inclusive.
- Choose whether to include inactive users (those who have now left OSU)
- Choose whether to include non-academic staff
4. Select and generate data extract or report
There are two main types of report:
- Data extract: Show details about any of the elements in the system. See details about data extract reports below.
- Scholarly & Creative Works
- Professional Activities
- Teaching Activities
- Users and usage reports: reports on the use of the system as well as publication summary reports
Data Extract Reports
For any of the four object categories--Scholarly & Creative Works, Professional Activities, Teaching Activities, and Grants--you can download reports of the items created, added, or claimed by users in your reporting group.
1. Select Object Category (e.g. Scholarly & Creative Works or Teaching Activities)
2. Select Type (e.g. Journal article or Course taught)
The default is All; in other words, all types of items falling under the object category
3. Select Return (specify the data extract to return in the report)
There are five different formats of Data Extract reports; each gives different data about users and their scholarly activities.
Object Category (e.g. Scholarly & Creative Works or Teaching Activities)
This report returns a deduplicated list of all items associated with the selected users. It contains no data about the specific OSU faculty member with which the record is linked. To include columns with the user data, see "Object Category by linked user" below.
The record returned is based on metadata according to the default order of precedence: Manual Records (items created by users), Scopus (if available), PubMed, Crossref, and others. In other words, even if the user has manually selected a preferred data source, this report will return metadata according to the above source precedence. For a user's preferred selection, see "Object Category by linked user" below.
For instance, for Scholarly & Creative Works, it will include the following metadata, if available: publication type, date, title, journal, abstract, authors, DOI, keywords, and select journal citation metrics.
Object Category by linked user
This report contains one row for each faculty-item pair, including the faculty member's name, Banner ID, college, and all other metadata associated with the item. It will also provide the user's preferred data source rather than the default Experts Directory data source.
For items with two OSU faculty members within the group(s), there will be two rows - one for each individual. For example, coauthored publications will contain a row for each author. The data shown will be from each user's 'preferred source'. So if one faculty member has selected a Scopus record, and another faculty member has selected a PubMed record or created their own Manual Record, the two records will differ.
Object Category by data source
This report returns a list of items associated with the selected users; however, unlike the "Object Category" report above, it is not deduplicated. In other words, it contains a line item for each record of an item that exists in the system. Publication records are harvested from multiple data sources; for instance, the same article might be indexed in Scopus, PubMed, Crossref, and arXiv. In that case, there would be four records for the item. If you require counts of unique items, de-duplicate by unique ID (such as publication ID) or a combination of variables (e.g. DOI and Source).
Like the "Object Category" report above, it contains no data about the specific OSU faculty member with which the record is linked.
Links with Users
This report will provide all the links between items reported in the "Object Category by data source" report and OSU faculty. So, if two faculty members have co-authored a publication, then there will be two rows in the 'Links' report, one to show the link to each author. This report also includes information about the preferred source for each user, the relationship of the faculty member to the item (e.g. "Author of," "Editor of"). It does not contain publications metadata (e.g. title, journal) but can be merged using the Publications report.
Links with other objects
A report which details records (of all types) to which a selected source record has been linked to. For instance, a publication may be linked to a grant, a presentation, and/or a community engagement activity.