McMaster Experts: Managing Your Experts Profile

Overview

The information found on a McMaster Experts profile page is provided by the McMaster Research Profile Manager - a separate Research Information Management System.

Faculty members (and any of their designated delegates) can manage the information on their Experts profile by logging into the McMaster Research Profile Manager.

Delegate Types

• Faculty members can designate a delegate to curate their individual profile on their behalf.
• Departmental delegates can be established to curate profiles for all faculty members in a department.

Creating Individual Profile Delegates

Step 1: If the delegate already has an active account in the McMaster Research Profile Manager, skip to Step 2. Otherwise, the prospective delegate must complete the non-faculty employee registration form. A new account will be created between 1 and 2 business days after the registration form is submitted.

Step 2: Once the delegate's account has been activated, the faculty member should log into their profile on the McMaster Research Profile Manager.

• Once logged in, select Menu > My Account > Manage delegates.

Figure 1: Navigating to the ‘Manage delegates’ page

• In the Add Delegate section, search for (by last name) and select from the drop-down menu the person to grant delegate rights. A drop-down list of names will appear.
• Choose your delegate from this list and then click on "Add delegate" to complete the process. Each delegate must be added separately. You may remove a delegate at any time by clicking the red "X" icon beside the name.

Figure 2: Adding a delegate

Creating Departmental Delegates

Departmental delegates can be established to curate profiles for all faculty members in a department.

Step 1:

• If the prospective delegates already have an active account in the McMaster Research Profile Manager, skip to Step 2. Otherwise, each individual must complete the non-faculty employee registration form. A new account will be created between 1 and 2 business days after the registration form is submitted. New users can check that an account has been created by logging into the system with their MAC ID credentials.

Step 2:

• Once accounts have been created for the delegates, a departmental administrator (Chair or Director) should contact the McMaster Experts team (experts@mcmaster.ca) to confirm that the individual should have permission to edit profiles and/or run reports.

Members of the McMaster Experts team will follow up with the team to provide further instructions and support, where needed.

Overview

In partnership with Human Resources, the HR Mosaic Sustainment Team has created a new employee self-service page in Mosaic for faculty members to list and update the name variants that they use in their professional work. By updating this information, faculty members can improve the operation of various McMaster systems and customize how their details are displayed on public-facing webpages.

In addition to the pre-existing HR Biographical name--which will continue to be used for the majority of HR purposes (e.g. tax reporting to CRA and other internal distributions)--users can add two additional name types through the self-service page. These are:​

Preferred name: The faculty member’s preferred display name variant for pubic-facing profile pages.

Publishing name: Name variants used in publication authorships.

Users will also be able to add an ORCID ID, if applicable. If you have registered for an ORCID ID, please enter it in the 'Add ID' portion of the page. Once updated, University-wide systems such as McMaster Experts will use this information to customize researcher profile pages, and improve its automatic publication claiming process.

Updating Your Preferred Name or Publishing Name

1. Go into the Mosaic Portal https://epprd.mcmaster.ca/

2. Click through the path: Navigator > Human Resources > Self Service > Personal Information > Faculty & Researcher Info

3. Click on the highlighted arrow depending on which name you wish to update, or click on the highlighted “Add ID” button to add an ORCID ID:

4. Amend name details as appropriate on the following page:

5. (Optional) To add the ORCID ID, update the details on the following page:

As always, if you have any questions or concerns, please don’t hesitate to reach out to your HR Representative. Contact information can be found at the following links:

Faculty of Health Sciences HR Office: https://fhs.mcmaster.ca/hr/FHSHRTeam.htm

HR Service Centre: http://www.workingatmcmaster.ca/link.php?link=hrservices:hrservcent

Overview

The information found on a McMaster Experts profile page is provided by the McMaster Research Profile Manager—a separate Research Information Management System.

Faculty members (and any of their designated delegates) can manage the information on their Experts profile by logging into the McMaster Research Profile Manager. 

Accessing and Editing Your Research Profile

• Log into the McMaster Research Profile Manager (see Logging into your profile for more instructions)
• Upon logging in, click on the “Edit your Profile” button on the landing page (Figure 1)

Figure 1: Research profile landing page

Editing Your Profile Information

• In the top section of the editable profile (Figure 2), users can upload their profile photo, add additional email addresses, phone numbers, etc.
• Two tabs are available beneath to input and edit information:
  • ​​​​​​The "About" tab allows the user to input information such as research and teaching overviews, links to external web pages, educational history, areas of research areas, etc.​
  • The “Publications” tab allows the user to manage their publication list (see managing publications for more information)​

​

Figure 2: Editable sections of a research profile

Overview

McMaster Experts automatically pulls appointments from Mosaic, however sometimes faculty members may have additional appointments which are not captured. This page will walk you through adding additional appointments to your profile.

Steps

1. Log into your profile.
2. Navigate to edit mode.
3. Scroll down to the “Academic Appointments” section and click add.
4. Enter in any appointment details.

Overview

The information found on a McMaster Experts profile page is provided by the McMaster Research Profile Manager - a separate Research Information Management System. Accounts are created automatically for all faculty members.

Non-faculty members at McMaster can request a McMaster Research Profile Manager account and a McMaster Experts profile page by completing a short online form. 

Why Create a Non-faculty Account?

Non-faculty members may want to create an account for one or both of the following reasons:

1. To manage other faculty members' profiles as a delegate (see the Assigning a Delegate tab).
2. To create and curate their own McMaster Experts research profile page.

Creating a Non-faculty Account

Complete and submit the non-faculty employee registration form.

• Note that selecting Yes to question 8 will result in the creation of a public profile on McMaster Experts. If you do not wish to have one (i.e. you are creating an account to manage other profiles), select No.

A new account will be created between 1 and 2 business days after the registration form is submitted.

Once an account is created, you will be able to log into the McMaster Research Profile Manager using your MAC ID credentials.

Summary:

There are times when it would be ideal to include hyperlinks in the biography section. This document provides instructions on how to use HTML tags to insert such links. An example of a bio after it is hyperlinked (to Wikipedia in this case) can be found below:

Steps:

• Log into your Experts profile by going to expertsmanager.mcmaster.ca
• Go to your profile in edit mode
• Under the "About" section find the "Overview" field then click on edit/add

• Type in your paragraph and save. However instead of typing the url, you must use the below format. The hyperlink title is what the link shows up as on the page.

<a href="insert_url_here"> insert_hyperlink_title</a>

• Example url substitution, instead of google.ca, the below HTML equivalent should be used. Please note that https:// is required in the url substitution.

<a href="https://google.ca"> Google Search</a>

• An example paragraph with url substitution:

Dr. Watson, holds a dual appointment in Family Medicine and Criminology. More information about about him can be found on his <a href="https://en.wikipedia.org/wiki/Dr._Watson">Wikipedia Page</a>. Further information may be obtained by contacting the institution.

• Public facing profile: The first screenshot at the top of this page shows what the example paragraph looks like on the external facing page.

Overview

McMaster Experts enables the recording of research area tags as shown in the picture below. This document will go through the 2 types of research tags and how to add them to your profile.

Research Areas vs McMaster Specific Research Areas

There are 2 types of research areas tags in our internal profile management system, Research Areas and McMaster Specific Research Areas (picture below). If you add tags in either section they will both show up under Research Areas of your external profile (picture above). The difference between the 2 is that the list of tags available in the Research Areas section is an official Tri-Agency endorsed list. The list of tags under McMaster Specific Research Areas is a custom list and should be used only when a tag that you would like to add is not available in the Research Areas section. To add tags to the custom list in McMaster Specific Research Areas, please send an email to experts@mcmaster.ca.

Steps to Add Tags

1. Log into your profile: expertsmanager.mcmaster.ca
2. Navigate to edit mode.
3. Scroll down to the Research Areas (or McMaster Specific Research Areas) section and click edit.
4. Add the relevant tags and click on save.
5. Tags will appear in about 4 hours on your external profile.

Overview

The McMaster Experts Profile Manager is fully integrated with MacSphere--McMaster University’s Institutional Repository (IR). To find out more about MacSphere, see the Getting Started with MacSphere.

Claimed publications in the Experts Profile Manager can be used to streamline the deposit of open access full text into MacSphere. Depositing your publications via Experts Manager simplifies the workflow and reduces the time and effort as the bibliographic information is already in Experts Manager. By depositing the full text in MacSphere, along with other benefits, you fulfil the Tri-Agency Open Access Policy on Publications requirement that peer-reviewed journal publications resulting from Tri-Agency (NSERC, SSHRC or CIHR) grants be freely accessible online within 12 months of publication.

Depositing publications to MacSphere

Step one: Navigate to your publications

After you login, navigate to your list of publications. This can be done in several ways:
1. By clicking on “Deposit publications” in the rotating banner

2. By clicking on “Claimed publications” under “My Summary” section

3. By navigating the >Menu>Publications through the top tab bar.

Step two: Select a publication for deposit

On your list of publications, use the blue arrow icon to start the MacSphere deposit process

*Note: This can also be initiated within a publication page by clicking the “Deposit” button.

Step three: Deposit the full text to MacSphere

On the deposit page, you are asked to review your deposit and attach a full-text version of your article.

IMPORTANT: Before uploading an article, you should review the publisher’s policies to understand which versions of the article you can share and whether an embargo is required.

If shown, use the SHERPA RoMEO advice tab to get a summary of the Open Access route permitted for the Submitted, Accepted, or Published version of your article. In some cases, you may have to check the specific journal policies for permissions (a link to the journal policies is provided at the bottom of the SHERPA RoMEO record). If no advice is provided and/or you are unsure of the journal policy, contact the Library’s Scholarly Communication team (scom@mcmaster.ca) for assistance.

When uploading a full-text article to deposit, you can use the file presented to you (if found elsewhere on the web) or use the Browse button to select the article you wish to upload.  Select the appropriate file version, and click “Use this file”. If additional files, such as figures or supplementary information, need to be uploaded, do so by clicking “Upload another file”.

Step four: Specify an embargo period

If an embargo is required, select “I would like to specify an embargo”.

Select an embargo period and add any comments you may have. If an article is embargoed, a record is created in MacSphere, but the full-text file is not downloadable until the embargo period expires. The embargo is applied from the date of deposit.

Clicking on Deposit will immediately deposit your publication in MacSphere. Please note that by depositing, you confirm that you agree to the MacSphere license.

If you have any questions about depositing your publications in MacSphere contact scom@mcmaster.ca.