Profiles in Michigan Experts are managed in Elements, a faculty information system provided by Michigan Medicine.  Profile data in Elements, including publications, grants, appointments and more, can come from many automated data sources (see automated data feeds) or be manually entered by the user or their delegate. The Quick Start Guide below provides step-by-step instruction for profile edits that can be performed in Elements and pushed out to the public Michigan Experts interface.

How do I access my Michigan Experts profile?

Navigate to https://experts.umich.edu

Under USEFUL LINKS in the footer of the landing page, select Edit your Michigan Experts Profile. 

You will be prompted to log in with your uniqname and level-1 (Kerberos) password. After logging in, you will be in the application (powered by Symplectic Elements) where you can manage your profile data.

My Profile

This is your homepage in Elements. Data is aggregated and curated here to be pushed out to the public interface. Scroll through the My Actions section to see suggested actions. you can set the view in this section to carousel or list.  

Every item links to the section in Elements where tasks can be completed including:

• Edit your profile
• Set up your search settings
• Claim or reject publications
• Add a Scopus or ORCID identifier
• Deposit publications to Deep Blue, the institutional repository
• Add records of impact

Click on the label in any section to go to an activity type or click +ADD NEW to manually add records.

Edit Your Profile

From your Elements homepage, click on Edit My Profile.

Sections of the profile can be manually edited, and 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 

• Tip for Michigan Medicine Users: The MM Enterprise Web profile pages pull appointment data from M-Community.  The MMCV pulls appointment data from the Professional Activities section in Elements.

First, add a photograph. Simply upload and crop to the appropriate size.

Enter a narrative about your research and your research interests in the About section. These sections of the profile are used by the search algorithm in Michigan Experts to support the discovery of our researchers and their expertise for collaboration, mentorship, media inquiries and more. This information will be useful in facilitating collaborations across the institution and beyond.

More possible edits include:

• Education (degrees, certifications, postgraduate training)
• Language Competencies
• Addresses (both Mailing and Web, such as a lab website or LinkedIn profile)

Profile Edits (Continued)

The next Profile section to focus on is the label schemes.  Labels are used by Michigan Experts to support filtering o 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, and MeSH Terms).  Type something in the search to find matches, select the relevant value, click add and then SAVE. You can remove a label just by clicking the X and Save Changes.  When you are finished, click Cancel or click the X at the top.

At the present time, only chosen MeSH terms will display int he public profile however, the search algorithm will work against both MeSH terms and Fields of Research.

Scroll down to add 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 whenever possible.

If you have added any author identifies (eg., Scopus, ORCID) in the Automatic Claiming Settings, they will be displayed as links under Other Profiles.

A simple map of your U-M co-authorship network is visible.

Important: Your privacy setting is under your control. ALL profiles are brought into Elements with a default setting of Internal. If your profile is set to Internal and you wish to make your profile Public, simply toggle the setting. If at any time you wish to hide your profile from public view, toggle the profile privacy setting bck to Internal.  Additionally, privacy for individual records (publications, grants, etc.) can also be managed. (See below)

Data from your profile can be downloaded into a basic CV built on the Michigan Medicine format by clicking on the CV and Reports button (or from the Menu>Reports>CVs). You may specify a date range and choose to download as a PDF or Word document.

The Elements Menu

Click on the menu icon in the upper left corner to easily navigate Elements.  Browse the tabs or use the search box to find pages and carry out tasks. Note that the Menu options available will be determined by your rights in the system.

The My Work section will guide you through your scholarly works to claim, reject, mark as favorite, link to funding, etc.

In Settings, you can add, claim or reject author identifiers, connect your profile to your ORCID account, refine your name settings to optimize auto claiming by the Elements system. or add a Delegate.

Manage Delegates

You can grant a delegate (or delegates) editing rights to your profile under Settings.

Your delegate(s) will be able to log in (using their own credentials) and "impersonate" you to manage and edit your records.

If you do not find your delegate(s) in the name search (Last, First), please contact us at michigan-experts-help@umich.edu to request user account be created for your prospective delegate(s).

Here is where a System Administrator can set 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. Please contact michigan-experts-help@umich.edu if you would like to change your name display.

Acting as a Delegate

You must have an Elements User Account 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 make any edits to the profile that the faculty member would be able to make, including claiming publications and identifiers. To "impersonate":

1. Navigate to https://experts.umich.edu and scroll down the homepage to USEFUL LINKS and select "Edit Profile".

2. Log in with your uniqname and Level-1 password. You will be taken to your own elements profile page.

3. Click on the impersonate button in the solid blue header:

4. Enter the "Last Name, First Name" of the person you wish to impersonate.

5. Click "Set Filters".

6. Click hyperlinked name. 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.

Automatic Publication Claiming

Your uniqname@umich.edu is a claimed author identifier. Based on the data in the system, Elements will attempt to guess which other author identifiers (e.g., Scopus ID, ORCID, etc.) are yours.  You can manage your author identifiers in Experts 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.

From your profile while logged in, click on the Menu tab and choose Automatic Claiming under the Setting header. Confirm if an identifier is yours by clicking Yes, No or Ignore.

Once you have confirmed, Elements will begin to automatically claim all publications associated with your 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.

TIP: the system may propose many identifiers and publications for common names, e.g., "John Smith". If you have an overwhelming number of proposed identifiers or publications, please contact michigan-experts-help@umich.edu and we will help to resolve it. 

How to Claim or Reject Publications

Symplectic Elements searches a variety of publication databases multiple times per day.  Most publications can be automatically claimed or rejected based on your author identifiers.  However, when the system finds publications that cannot be definitely claimed or rejected, it will flag hem and add them to your Pending publications list. Click on the Pending tab in My Publications to view publications awaiting your approval or rejection.

Claim publications by clicking CLAIM or reject by clicking REJECT. You can use the checkboxes on the left to select multiple publications and use the buttons at the top of the list to 'batch' CLAIM or REJECT.

Claimed publications will be moved to the list in the Mine tab, and rejected publications will be moved to the list in the Not Mine tab.  If a mistake was made, rejected publications can always be reclaimed.

Please contact michigan-experts-help@umich.edu for assistance resolving large numbers of items that do not belong to you. We can clear your Pending list or help you modify your Search Setting to improve the accuracy of the searches.

Summary View of a Publication Record

You have the option to view your publication records in a Summary of basic bibliographic data or to focus on other aspects of the publications such as Metrics, which include, for example, citations counts, Altemetric Data and journal rankings.

The Relationships tab below the article allows you to view other users at U-M who are associated with the article (co-authors, editors, translators).  The History tab shows activities with the publication item (when it was claimed, merged, split, or edited).  Sources shows all the data sources that comprise the publication object (record).

To the right of the publication title, there are options to mark a publication as a Favorite (the heart icon) or Private (the globe icon). A private publication will not appear in the public Michigan Experts profile but will still be in the claimed publication queue and therefore available internally for CV generation or unit reporting. This can be useful if research is done in a sensitive topic area or an investigator has changed research directions and want to hide scholarship they may feel is no longer relevant to their ongoing work.

Clicking on the three vertical dots opens the options to add a record to your Workspace for editing or to reject a record.

Clicking on the Deposit tab in the record will take you into a workflow that will deposit the item to our Deep Blue institutional repository.  You also have the option to set the item as a favorite, hide the item from public view, or add the item to the workspace.

Using ORCID with Elements

There are three ways Elements can utilize ORCID:

1. Automatic Claiming - You can add an ORCID ID to your list of external identifiers and define how Elements behaves when it finds your ORCID ID in publication metadata, e.g., you can choose to have Elements automatically claim a publication if it is associated with your ORCID ID.
2. Supplementary Search- As well as using ORCID for automatic claiming, you can CONNECT to your ORCID account, granting Elements permission to collect information from ORCID. Elements will search your ORCID account for a range of publication persistent identifiers. These are then used to search Elements data sources and return publication metadata.
3. ORCID Write Integration- You can send publications from Elements to your ORCID account and control which publications are sent. From your profile, go to the ORCID Settings page under My Account in the Menu tab. Only claimed ORCID IDs will display in the Setting page. If you have not claimed an ORCID ID, you will be able to connect with ORCID from this page (you can still connect to ORCID from the 'My Actions' prompt or the Automatic Claiming page).  For security reasons, if you have already connected to ORCID and authenticated read access, you will need to re-authenticate.

Configuring your ORCID setting in Elements

From your profile, go to the ORCID page under SETTINGS.  Only claimed ORCID IDs will display. If you have not claimed an ORCID ID, you will be able to connect with ORCID from this page (you can still connect to ORCID from the 'My Actions' prompt or the Automatic Claiming page). For security reasons, if you have already connected to ORCID and authenticated read access, you will need to re-authenticate.

Choose from three options:

• Read from and write publication data to my ORCID account- You will be able to send publications from Elements to ORCID.  Elements will also read data in your ORCID account to improve the accuracy of the search results.
• Read data from my ORCID account- Elements will read information in your ORCID account to improve the accuracy of their search results. If you had previously connected to ORCID, this setting will be preselected as this was the permission level granted to Elements.
• Only use my ORCID to support automatic claiming= Elements will neither read from nor write to your ORCID account. If you have previously claimed an ORCID ID but not connected to it, this setting will be pre-selected.  Elements will still use the ORCID ID for automatic claiming.

Define which publications will be sent to ORCID

If you choose to enable "Read from and write publication data to my ORCID account", you will have a few options to define which publications are sent from Elements to ORCID:

• For journal articles, send 'published' or 'published online" only- Pre-selected by default to prevent journal articles that do not have a status of 'published' or 'published online' to ORCID. You can deselect this option so all journal articles are sent to your ORCID irrespective of their publication status.
• Send publications where you have marked your relationship as private- By default, publications which you have marked as 'private' will not be sent to ORCID.  You can select this option to send publications marked 'private' to ORCID.
• Only send favorite publications- You have the option to only send publications marked 'favorite' to ORCID. If selected, you need to mark the publication as 'favorite' before it will be sent.

You will have the option of removing all publications you have sent to ORCID from your ORCID account by selecting the 'Remove from ORCID' link.  The ORCID ID will be frozen in Elements and following deletion, your integration settings will be reset to 'Only use my ORCID ID to support automatic claiming'.

Updates to ORCID are processed as part of a queue and may take some time to appear.

Search Settings

Your search settings are preloaded with your name (usually in the form of LASTNAME, INITIAL), but you can improve these settings by adding name variants or address terms.

To edit your Search Settings, from your profile, click on Settings and choose Name-Based Search.

Be sure to click SAVE at the bottom of the page when you've finished editing your search settings.

TIP: Use the smallest meaningful word or term in an address. For example, enter "Oxford" and not "Oxford University".

TIP: Additional search terms are restrictive. If you add Keywords or Journals, then Elements will only retrieve articles that include those keywords or published in those journals.

Manual Entry

You can always add publications manually if they are not found in the online databases.

Select +ADD NEW under Publications on your homepage, or from within your Publications workspace, click on the in the upper right corner of your screen.

There is automatic checking to confirm you do not create a duplicate, just enter the title or DOI and run a search.

For some articles and books, you can use "Assisted Entry" to retrieve details from CrossRef or Google Books.  enter a title, DOI or ISBN.

This will pre-populate the manual entry form. We hope this saves our researchers time and improves the accuracy of the record. You can claim or skip to the next step.

Add a Record of Impact

Michigan Experts offers the ability to create Records of Impact There is no authoritative source for such records, but these can be manually added.

From your homepage in Elements, choose the 'plus' sign next to the Records of Impact section to open a menu of options.

Create your record by telling us a bit about the project, your role, the value proposition, and the outcomes (impact). Adding Records of Impact is a great way to expose your work to industry partners and investors.

Resources & Help

Need assistance or wish to provide feedback? Connect with the team that supports Michigan Experts! Send an email to michigan-experts-help@umich.edu

Explore more about Michigan Experts articles in this current application (HITS Knowledge Base).