Michigan Experts - Updating & Editing Profile


Introduction

Profiles in Michigan Experts are managed in Elements, a faculty information system provided by Michigan Medicine. Elements gets its data from many sources, most of which come from automated data feeds for publications, patents, grants, and appointments.  Profile data in Elements can be curated and pushed out to the public Michigan Experts interface.

Video: This short video will walk users through the basics of editing a Michigan Experts profile.

View the video or follow the instructions below to optimally manage your profile for discovery by potential collaborators, prospective trainees, and more. 

Instructions

Go to Michigan Experts. Under Useful Links, choose "Edit your Michigan Experts Profile" to log in to Elements with your uniqname and Level 1 (Kerberos) password. After logging in, you will be taken to your Home Page in Elements, the data aggregation engine that populates Michigan Experts with your data. Click "Edit my Profile". 

Most sections of the user profile can be manually edited, however some information that is obtained from authoritative U-M sources, such as name, appointment data and campus email, are locked from editing. If locked information is incorrect, contact Michigan-Experts-Help@umich.edu 

 

Focus on a few key profile edits.

First you will want to add a photo. Simply upload a new profile photo and crop it to an appropriate size.  

Next, enter a narrative overview, research interests, and teaching summary. These sections are used by the search algorithm in Michigan Experts to return the most accurate results possible. When completing this information in your profile, think about how a member of the public or a potential collaborator or trainee may search for you and what terms they would use, being sure to include them in these sections. 

The next section to focus on is label schemes. Labels are used by Michigan Experts to support filtering of people to help site visitors find you quickly, easily and accurately. Click Manage Labels to see all the label schemes available to you (Availability; Fields of Research; MeSH Terms). Type something in in the search to find matches, select the relevant value, click add and then click SAVE. You can remove a label just by clicking X and then Save Changes.  When you are finished, click Cancel or click the X at the top. Note that at present time, only Availability and chosen MeSH terms will display in the public profile. 

Other important edits include Addresses (both mailing and web, e.g., a link to your research lab or Linked In profile) and Media. Media can include YouTube videos which are ADA compliant and allow visitors to get a real feel for you and the focus of your research so include these wherever possible. Other possible edits include Education (degrees, certifications, postgraduate training), and Language Competencies. 

A note on Privacy: At the top of your profile page there is a setting for Profile Privacy. All profiles are brought into Elements with a default setting of Internal. This allows profiled users, administrators, or Michigan Experts support team to claim researcher identifiers to start auto-claiming scholarship before a profile is made public. To make your profile public, toggle the setting to Public. Your profile will be visible immediately in Michigan Experts. Your privacy setting is always under your control; changing the setting from Public to Internal would remove the profile from public view in Michigan Experts. You can also set specific data items in your profile to private simply by clicking the edit button, choosing private, and clicking save. That specific item will then be removed from the public display. 

 

Adding a Delegate: 

You can grant a delegate or delegates editing rights to your profile. In the Elements Menu (upper left-hand corner), choose My Profile > Settings > Manage Delegates. Type your delegate's name (Last, First) in the search bar. If you do not find your Delegate in the name search, contact Michigan-Experts-Help@umich.edu to request an account for your prospective delegate(s). Once an account has been created, your delegate will be able to log in (using their own credentials) and "impersonate" you to manage your profile and edit your records. 

 

Acting as a Delegate: 

You must have a User Account in Elements to be a Delegate. Please contact Michigan-Experts-Help@umich.edu to request an account. 

Once you have been assigned a delegate role for a faculty member(s), you will be able to "impersonate" the faculty member who has assigned you as their delegate and make any edits to the profile, including claiming publications and researcher identifiers, that the faculty member would be able to make. 

To "impersonate": 

  1. Go to Michigan Experts. Choose "Edit your Michigan Experts Profile" to log in to Elements with your uniqname and Level 1 (Kerberos) password. After logging in, you will be taken to your Home Page in Elements, the data aggregation engine that populates Michigan Experts with data.
  2. Click on the "Impersonate" icon in right-hand side of the solid-blue header.
  3. Enter the "Last Name, First Name" of the person you wish to impersonate.
  4. Click "Set Filters".
  5. Click the hyperlinked name.
  6. You are now impersonating the chosen faculty member.
  7. To stop impersonating, click on the "X" in the tab at the top center of the page. 

 

Preferred Name:

You can add a preferred name to display in Elements. Note this will not change your name in the U-M HR system nor modify your name in the name-based search settings. To request a change to your displayed name in Elements, contact Michigan-Experts-Help@umich.edu

 

Automatic Publication (Scholarly Activities) Claiming: 

Based on the data in the system, Elements will attempt to guess which author identifiers (e.g., Scopus ID, ORCID, etc.) are yours. You can manage your author identifiers to enhance the accuracy with which Elements attributes publications to you. Once author identifiers are added to the system, Elements can automatically claim existing and future publications associated with these identifiers without any further action on your part. 

When logged in to your profile, click on the menu tab, choose My Profile > Settings > Automatic Claiming. Confirm if an identifier is yours by clicking Yes, No or Ignore. You can also manually add identifiers.

Once you have confirmed, Elements will begin to automatically claim all publications associated with that identifier. If you have declared that an identifier is not yours, all publications that feature the identifier will be automatically rejected and will not appear as a pending publication. Rejected publications will remain in your rejected queue; if you have mistakenly rejected a publication, you can simply search for it in your rejected publications queue and claim it.

Please see the  Quick Start Guide for comprehensive information about managing your publication data in Experts (manually adding scholarship, making publications favorites or private, connecting your ORCID ID so you can share publications between your ORCID and Elements accounts, refine your name-based settings to improve searches, and MORE). 

 

Grants

Grants that have been awarded while at U-M will automatically be claimed for you. Elements receives a feed of institutional grants data from the eResearch Proposal Management system (eRPM), maintained by the U-M Office of Research and Sponsored Projects. When it is available in Dimensions, one of Elements data sources, grants data will be supplemented with metadata, such as an abstract, from the sponsoring agency. Grants received at other institutions may also be available and proposed to you via the Dimensions data source, and if needed, grants can be manually added to your profile.

 

For assistance, please contact Michigan-Experts-Help@umich.edu 

Additional Resources: Michigan Experts – Understanding the Data