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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
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.
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Yes by default Indicates if the category is currently active If the category is no longer active, slide this to No. |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
|
Date Used To * |
Mandatory Date the category is valid to
|
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 |
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
|
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 |
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.
Product Key: Modules - Research Outputs
Page ID: PUB004.htm