Skip to Main Content

Portfolio How To

A guide to help faculty set up, modify, and maintain their Portfolio pages.

Editing Profile Information

Information related to you as a researcher can be edited by selecting "Edit Profile" under the profile image.  

Note: you are not able to modify everything about your personal profile.  Some information is synced using outside systems, and is marked as "synchronized" with a small rotating arrows symbol.  If any of this information needs to be modified, please contact commons@erau.edu with changes.

For the best visibility and search results related to your work, we recommend you:

Recommendation Explanation
You consider adding or editing:
  • Post-nominal titles, such as PhD, Jr, etc.
  • Links to personal webpages, social media, other research-related sites.
  • Associated documents, such as your CV
  • Keywords
Add, edit, or verify:
  • Any name variants that you may have published under, including translations
  • Educational Qualifications
  • Professional Qualifications
  • Disciplines - You can select disciplines from a controlled list.  If you need additional disciplines, contact commons@erau.edu.
  • Additional organizations beyond your department, such as labs or research groups you're associated with
You consider adding or editing:
  • Post-nominal titles, such as PhD, Jr, etc.
  • Links to personal webpages, social media, other research-related sites.
  • Associated documents, such as your CV
  • Keywords
Do not edit:
  • IDs - these are tied to your automated search, and if edited may break connections between you and your content.
  • Any synced content - generally you cannot edit these.  If you have the option, but you see the circular sync symbol, we recommend contacting us for updates.
  • Visibility - this setting will hide your whole profile.  Consider adjusting visibility on an item-by-item basis.

If you have made any changes, be sure to use the blue Save button at the bottom of the editor pop-up window.

Editing, Updating, and Deleting

Edit Existing Content

To view, edit, or search through existing content in your profile, select any content type or subtype on your personal overview page. 

A screenshot of the personal dashboard and the clickable content types.

From here, you can see an overview of your content with options to sort, search, and filter at the top. If you select a subtype, filters will be automatically applied to limit the list you see to that subtype.

A screenshot of the full content list for a personal user.

Citations also have symbols that tell you information about the item:

  • An orange lock indicates an item is Open Access
  • A paperclip indicates an item has an attached file 
  • The circle indicates visibility of the item
    • White - Public
    • Gray - Campus Restricted
    • Black - Backend; Only visible to Portfolio users
    • Red - Confidential; Restricted to associated users and editors
  • You can click on the star to mark the item as a favorite. Items that have been favorited will appear as a personal category on the left-hand menu.
  • Hovering over an item will also give you a gear-shaped additional options menu. Here you can see a relational graph related to the item, or disavow an item, stating that it is not yours.

A screenshot of the symbols attached to citations in Portfolio.

Selecting any citation will open a pop-up to view or modify information related to that item.  If you make any changes, be sure to use the blue Save button at the bottom of the editor.

Delete or Merge Content

Sometimes content may be added incorrectly, or duplicates may be accidentally introduced.  Portfolio has tools to quickly manage both of these issues.

Delete single items

When you open the editor pop-up window for any item, and you have permission to change or modify the content, you should see a red X icon in the lower right of the window.  This will trigger a confirmation to delete the content.

Merging Duplicates

When in the editor pop-up window for an individual item, you may see a red flag next to the title indicating a possible duplicate has been found.  If this happens, select the Manage duplicates option in the left-hand menu.  This will show you all identified duplicates, and allow you to search for any additional candidates.

Screenshot of an item editor window with the duplicate options highlighted.

If the items are duplicates, you can select Merge at the bottom of the candidate list.  This will open a merge window where you can select the items to merge, and which metadata for each to keep in the newly created item.  Note: you can only merge 2 items at once.  If an item has more than 2 citations to merge, you will need to follow this process multiple times.

Screenshot of the merge candidate selection window.

Items that are not the same content type, or use different templates, cannot be merged because the metadata will not match.  You will need to modify the templates to match before merging, or simply delete one of them.

Changing Content Type or Template

Every item has a content type and template which describes what the item is.  For more information on this see Adding Content.  When content is imported from external sources, they may come in under the wrong template type.  To fix this, open the item from your full list in the Admin side.

At the top of the pop-up box, you will see the ID number of the item, the title, and a Change template button.  

A screenshot of the editor pop up window with the change template button highlighted.

Selecting that option will allow you to change the template of the item within the same content type.  For example, you can change a research output from one research output template to another, such as Contribution to a journal > peer reviewed paper to Contribution to a conference > Presentation. 

Any information that can be transferred into the new template will do so automatically.  If it cannot be transferred, information will be moved to the "Comments" field of the new template.

A screenshot of the template selection screen.

If you need to change the content type of an item, for example a research output to an activity, you will have to create a new item in the right content type.  The easiest way to do so is to add a new item, copy and paste the appropriate content from the old item, and then delete the old item when you are done. 

As always, remember to hit the blue Save button.

Highlighted Content

The first 5 items of each content type are visible on your main profile page.  By default, your content is sorted by date with your newest content first. You can override the default sort by marking items as highlighted content and bringing them to the top of the list for that content type.

To select highlighted content, log into Pure to access your personal dashboard.

Select Edit Profile under your profile photo.  Select Highlighted content in the left-side menu of the pop-up editor window.  You will see tabs for each content type where you have items.

A screenshot of the personal dashboard and profile editing window.  The menu options described in text are highlighted.

Use the add item button to search for content to highlight.  A search box will appear with your most recent items below.  Search for the item you want to highlight, and select the title to add it to your highlighted content.

A screenshot of the content search when adding highlighted content.

Once you have added highlighted content, you can use the arrows to reorder the content, or the minus sign to remove content from your highlighted list.  Repeat for any content types where you want to highlight specific material.

A screenshot of highlighted content, with a red box around the buttons used to reorder or delete materials.

When finished, use the blue Save button at the bottom of the editing window.


Maps and Parking