There are two main ways content can be added to your profile:
Content in Portfolio is split between different types, which appear as top-level categories on your profile. Most content types have subtypes to further group your content. For example: Research Output is a content type, and journal article is a subtype.
The main types are:
When adding content, you must select a content type or subtype to begin adding your item. This is called the template and helps keep information consistent. You can find templates by clicking through the content types to find the best one, or using the search bar at the bottom of the types list.
Follow the template to add as much information as you can about your item. A red asterisk indicates information that must be added for the item to be created. Some information may be automatically populated, or can be added from the data already in Portfolio, for example journal names.
Most content types must be added manually using templates. The biggest exception is Research Outputs which can be added four different ways. Information about each of these is described in more detail below.
This is the most manual option when adding information. Many different subtypes exist to help you capture your information including an "other" option. If you are unsure if an item should be a research output or one of the other content types, use the search box to look for an appropriate template first.
Portfolio connects to many different databases and research services to make it easy to find and import your content. Enabled sources are found under the Import from online source option, and each source has its own search options. Some are general searches, and some allow you to use your name, publication dates, or ID numbers.
Automated searches are available for most import sources. Automated searches will run weekly, usually based on your name or ID numbers, and alert you to new citations found. Importing from online sources individually is best for looking for specific items that an automated search missed, or adding something immediately if you do not want to wait for the weekly search.
If you have automated searches enabled, you will see the option for Candidates from [Source] when adding new items. The option will identify the source, and how many candidates are pending. These will also show up as tasks on your dashboard, and may trigger an email if you have that option enabled.
Active candidates will appear in a list. If the output has been added to Portfolio already, it will state this and you can remove the alert. If it is a new candidate, you can add it to your profile using Import, or select Disavow it if it is not your work.
Portfolio can also add items from files of bibliographic information. The supported file types are:
RIS and Bibtex are most common, and can be downloaded from many publishers, reference manager programs like RefWorks, or other research profiles such as Google Scholar. This method is particularly effective if you have many items to import at once.
If you are adding content from your Google Scholar, instructions for exporting a Bibtex file from Google Scholar is available.
