Getting Started

Logging into Elements

WATCH LOGGING IN TUTORIAL VIDEO

  1. Go to uo.elements.symplectic.org
  2. You will be redirected to UO’s single sign-on (SSO)
  3. Provide your UO credentials (this includes a Duo mobile push)
  4. You can now see your customized Elements homepage
screenshot of elements homepage

On the left, you will find the expandable menu. The top center carousel (customizable to list view if preferred) will show “My Actions,” such as claiming your scholarly activities, starting your review, adding your ORCiD, etc. 

Clicking on the question mark on the bottom of the menu bar will take you to a “Help” screen with links to the UO Elements Support ticketing site. You will also see a link to a Quick-Start Guide that takes you through the basic steps of adding to your profile, claiming scholarly activities, and refining your search settings to help Elements pull in more of your scholarly work. 

screenshot of Elements help page

The Office of the Provost has created an Elements faculty support site, where you will find an extensive library of guidance documents and videos, as well as a calendar for live trainings. You can also view a homepage tour below.

WATCH THE HOMEPAGE TOUR TUTORIAL VIDEO

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Automatic Claiming in Elements

Elements use a range of researcher identifiers - including the arXiv Author Identifiers, Dimensions Researcher IDs, figshare.com accounts, ORCIDs, Web of Science ResearcherIDs, Scopus IDs, SSRN Author IDs and email addresses - to facilitate the claiming of publication and grant data. 

Identifier-based searching improves document retrieval and greatly reduces the amount of time it takes for users and curators to process pending publications and grants. 

Author identifiers 

To begin, navigate to Profile & Work > Personal Profile & Identifiers > My Research Identifiers. 

On the My Research Identifiers page, there may be a list of suggested author/researcher IDs under the "Do these identify you?" Section. Elements has harvested these identifiers from data sources based on search settings already in the system and an algorithm that looks for identifiers associated with harvested publications. 

Screenshot of Elements Research Identifiers page

Click on the Yes, No or Ignore button beside each identifier to tell Elements what it should do when it finds this identifier in a publication. If unsure of a particular identifier, click on the identifier link to check the identifier profile at its data source.   

Note:

The 'Auto reject' and 'Ignore' options can be accessed by clicking either the 'No' or 'Ignore' button. The difference between the two buttons is which option is offered as the default.  

Clicking the Yes button for an identifier will present a confirmation screen that explains exactly what will be done with the identifier if accepted. 

screenshot of Elements Identifier Preferences

The default option is to "Auto claim items" which means publications or grants with the author identifier will be automatically added to the "Mine" list. The other option is to ask Elements to "Auto suggest items," which places the publications into the "Pending" list for you to review and claim or reject. 

If claimed, the newly verified identifier will be added to the list of External profiles farther down the page.

Screenshot of Elements External Profiles

If a known identifier is not listed in the suggestions, go the Add external profiles section and click on the database name. 

Screenshot of Elements Add External Profiles

This will open a dialogue box where the identifier can be entered. 

Screenshot of Elements Add a New SSRN Author ID

If the identifier is recognized, Elements will retrieve a sample set of articles from the database. Click the Verify button and Elements will retrieve all of the items associated with the identifier. 

To manage or remove an identifier, click the "Manage” button on the right side of the page. 

Screenshot of how to remove identifiers in Elements

Email Addresses

Email addresses can also be used to auto claim publications. The email address associated with an Elements account will be automatically added to the auto claiming system, but additional addresses can be entered. First, click the hypertext link under Add email addresses and then enter an email address.  

Elements will also review the metadata in claimed publications and suggest other email addresses if others are found. As with publication identifiers, publications can be pushed into the "Mine" or "Pending" folders. 

Screenshot of how to add a new email address in Elements

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Using the To Do List (My Actions)

The To Do List (‘My Actions’) in Elements helps users complete important tasks such as adding an ORCID ID, setting up search settings, and linking scholarly activities to funding. 

WATCH THE TO DO LIST TUTORIAL VIDEO

  • Navigate to your homepage in the Elements system.
  • Locate the 'My Actions' tab. This may appear as a list or a carousel. (You can toggle between carousel or list view by clicking on the three dots in the upper right).
claim your scholarly activity
  • If in carousel mode, use the right arrow button to flip through the suggested actions.
  • To add your ORCID ID, click the black 'Add' button in the center of the ORCID ID action card.
  • To set up your search settings, click the 'View' button on the corresponding action card.
  • To link your scholarly activities to your funding, click the black 'Link' button in the center of the action card.
  • If you have any major reviews assigned or need to review someone’s dossier, these will also appear on the 'My Actions' page.

By checking and completing ‘My Actions’, faculty members can efficiently manage their responsibilities within the Elements system.  

For major reviews, some faculty may be designated as REVIEWERS in Elements but other faculty may be designated as VIEWERS. Faculty with Reviewer assignments will have their assigned work show up in the My Actions section of Elements. Faculty with Viewer assignments will not see their assigned work in the My Actions section. 

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Names: Preferred & Variants in Your Profile

You can adjust your preferred name in Elements. This preferred name change will be reflected throughout the system but will not update UO records in Banner (speak to HR Operations for support on this matter). 

  • Homepage > click on Edit My Profile > find Account Settings (it's underlined and blue, top of the page near your profile details) and select > go to the Preferred Name section > click into each box for first/last name and adjust > select Update My Preferred Name. 

You can add name variants in your Profile so that Elements will expand its search to pull in materials for the name variants. These activities will show up in “pending” for you to claim or reject.  You can also delete name variants that do not match your profile (i.e. wrong initials) and may pull in scholarly activities that do not belong to you.  

From Homepage, select Profile & work > Tools & Settings > Search Settings

Screenshot of Elements search settings

Be sure to SAVE at bottom of page!  

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