PlumX Group Maintenance: Adding Researchers to a Plum Group
Adding Researchers to Groups
When adding researchers to your group, checking whether a profile already exists for them is always the first step.
- On the group homepage, click the "Add New Researcher" option.
- Type all or part of a name into the search box that appears.
- If a profile exists: Select the profile, and click the button "Add These Researchers." The researcher will now appear in the All Researchers list on your group's dashboard.
- If no profile exists: See instructions below for Creating a New Researcher Profile.
Creating a New Researcher Profile
If your search for an existing researcher returns no results, you'll need to create a new profile. Below please find instructions on how to create a new profile, including the core required fields. (For instructions on enhancing a profile beyond the required fields, please find more information on the page "Editing Individual PlumX Profiles.")
To create a new PlumX profile:
- Select "Add New Researcher" on your group's dashboard, and fill in the following required fields:
- Name - First name, last name, and degree (in Suffix field).
- Degree(s) - The degree should be inserted both in the Degree field and in the Suffix field of the Name field.
- Display Headline - The researcher's title(s) should be included in the display field in the following format: TITLE IN ALL CAPS | Department, Institute, or Center in Sentence Case
- Pro tip: The formatting is the same as on the researcher's ISMMS faculty profile. You can copy the title(s) from their faculty profile, paste the text into Microsoft's Word Pad application to get a plain text version, then copy and paste the plain text into the profile.
- Photo - Upload a photo, either from their faculty profile or a photo that the researcher has provided to you.
- Click Save to save the profile.
- In a separate browser tab, open Scopus. Toggle from the Documents search to the Author search, insert the researcher's last name and first name and click search.
- Locate their Scopus profile from the search results list. This is usually easy for researchers with unique names. For researchers with common names (e.g. Jane Smith), it can be more difficult. Here are some tips:
- Select the profile affiliated with their previous institution. For example is a faculty member is joining us from Johns Hopkins University, select the Scopus profile for that researcher affiliated with Johns Hopkins.
- Select the profile with the correct middle initials (if known).
- Use the "View last title" option underneath each result and see if the title of their research paper makes sense in context of the department.
- Ask the faculty member to help you identify the correct profile.
- If you're having trouble identifying the correct Scopus profile, feel free to email us at Plum@mssm.edu and we'll be happy to assist.
- Collect the following information from the Scopus profile and paste it into the appropriate field in their PlumX profile.
- Scopus Author ID: Copy the Author ID field from the Scopus profile and paste it into the Scopus Author ID field on the PlumX Edit Researcher page. The Scopus Author ID field can be found on the right hand side approximately two-thirds of the way down the page in the Claim Research Output By Identifier section. ***Please note this is the most important aspect of profile creation. Adding the Scopus Author ID in PlumX is what automatically pulls in publication and metrics data.***
- Scopus profile link: Copy the URL of the Scopus profile ID. At the top of the Edit Researcher page in the Display Links to External Profiles, type Scopus into the Label field and paste the URL of the Scopus profile ID into the URL field.
- H-Index: In the H-Index section of the Edit Researcher page (just beneath Display Links to External Profiles), click Add an H-Index. Select Scopus from the Source dropdown list. Find the researcher's h-index on their Scopus profile and add it to their PlumX profile.
- Click Save. Double check to ensure the following information is inserted in the required fields. If not add the missing information.
- Name: First name, last name, degree (in Suffix field)
- Degree(s): In both Degree and Name Suffix fields
- Photo: Either the faculty profile photo or a photo that the researcher has provided to you are acceptable
- Display headline: Title(s) according to ISMMS faculty profile
- External link: Scopus profile link
- Scopus Author ID: Author ID field from Scopus profile
- H-Index: H-Index field from Scopus