Research Output Categories

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This page is used to create or edit Research Output categories.

The category selected in a Research Output record will determine the fields that are displayed to capture details for the output. The category options listed in a Research Output record will depend on the year selected in the record in the Collection Year field. This is governed by dates defined in the Date Used From and Date Used To fields.

To create a category, you first specify the details and save, and then you can configure it. Steps to configure it will depend on whether the Page Layout Designer is enabled for your institution.

Menu path: RME > Research Outputs > Research Output Categories (Search) > Research Output Categories

 

Add a new Research Output category

1.     In the RME Menu, select Research Outputs > Research Output Categories.

2.     In the toolbar, click the New button.

3.     In the Category Code field, enter a unique code to identify the category.

4.     Complete the fields, using the tables below as a guide.

5.     In the toolbar, click Save. To go back to the previous page, click it in the breadcrumb trail or use your browser Back button.

6.     At this point there are two options depending on whether the Page Layout Designer is licensed for your institution:

        If the Layout Designer button displays, click this to configure the page layout and field properties for the category. Go to Category Layout Designer.

        If the Layout Designer button is not displayed, configure the fields to use in the Research Outputs Category Configuration section.

Research Output Category: Fields

Default Column Name

Description

Abbreviated Name

Short name for the category

BROT Category

Broad Research Output Type; identifies the category as Peer Esteem or Applied Measure category (for ERA submission)

Category Code *

Mandatory

Short code to identify the category

This is what will be listed from the dropdown for users to select when creating a research output record.

Category Definition

Detailed definition of the category, if required

Examples:

        Type of publications

        Type of research

        Restrictions on authors

        Editorial requirements

        Commercial constraints

        Other requirements

Current?

Yes by default

Indicates if the category is currently active

If the category is no longer active, slide this to No.

Custom Weighting

Custom weighting for your institution

You could use this to run internal comparison reports of government and internal weightings.

Date Used From *

Mandatory

Date the category is valid from

Used to identify if the category is listed in the Category dropdown in a Research Output record based on the year selected in the Collection Year dropdown.

Date Used To *

Mandatory

Date the category is valid to

Used to identify if the category is listed in the Category dropdown in a Research Output record based on the year selected in the Collection Year dropdown.

Evidence Required

Details of the evidence required to verify the existence of records in this category

Export Collection Year

Indicates whether the collection year will be exported when the record is exported using citation-style reports

Govt. Calculations

Indicates whether the research output will have weighting calculated

Only slide to Yes this for categories that require research output weighting to be calculated, such as a category that is included in government reports.

Govt. Chapter Calculations

Indicates whether the chapter calculation needs to be performed for this category, generally for book chapter categories

Govt. Output Type

Government output type

Govt. Weighting

Government weighting

Name *

Mandatory

Descriptive name to identify the category

In the Research Outputs page, this displays as read only when the category is selected.

Use ISBN/ISSN related item

Indicates if the ISSN/ISBN related item will be used for research outputs based on the category

 

Research Outputs Category Configuration

After the category details have been specified, you need to identify which fields are required to store information when that category is used for creating a  record. A list of pre-defined fields appears in the field specification section. Some options are not available for all fields.

To select a field, tick the appropriate checkbox in the row of the grid. For descriptions of the fields listed, see: Research Output. The following information can be configured for each field per column:

Default Column Name

Description

Essential?

Indicates whether the selected field must have data before the record can be marked as complete

The user will be notified if essential fields are blank via the Missing Items field in the Other Details section of the output record.

Export?

Indicates whether the selected field will be exported using a citation style report

Field Name

Read only

System field name

Label

Label that displays for this field in the Research Output Details page

All fields have default labels but these can be changed to suit your institution. To change this label, double-click the line entry. You can also enter a tool tip if you wish.

Linked List

Indicates whether users need to select a value, from a defined list

Tick the checkbox to see the related category list.

Values can be based on the following depending on the field:

        Research Outputs > Journals/Books/Conferences/Publishers

        RME > Setup > Categories:

        Custom Categories > Research Outputs Specifics Custom Categories

        Common Categories > Languages

        Common Categories > Country List

 

If this is configured for a book or journal, the ISSN/ISBN free text field and ISSN/ISBN related item will be disabled for this category. All ISSNs and ISBNs related to the selected parent research output will be displayed when the Research Output record is saved.

Order

Order of the fields displayed in the Research Outputs page

To change the order, move your mouse over the arrow icon and drag-and-drop the entry in the list.

Required?

Indicates whether the selected field is required to save the record

All fields marked as Required must have data before the record can be saved.

Use?

Indicates whether the field will be available for the category in the Research Output page

 

 

Manage Research Output Category records

You manage core records from the module search page, Results tab. Select records in the grid and use the New, Delete or Export buttons on the toolbar in  Research Output Categories search.

 

Related topic

        Research Output search

        Research Output

      

Product Key: Modules - Research Outputs

Page ID: PUB004.htm