Tutorial · 4 min
How to use Profiles, Repositories & OA Policies
ORCID, re3data and Sherpa Romeo
Verified researcher profiles with employment and grant trails, the right repository for your data, and publisher self-archiving rules before you submit.
Before you start
- • A signed-in SciExpert account
Steps
- 1
Open Profiles, Repositories & OA Policies
From the workspace sidebar choose Profiles, Repositories & OA Policies. On a phone, open the All menu and tap Profiles, Repositories & OA Policies.
- 2
Set up your inputs
Verified researcher profiles with employment and grant trails, the right repository for your data, and publisher self-archiving rules before you submit. Start with the smallest realistic input so you can check the output before scaling up.
- 3
Run it
Run the tool and check the first output: orcid profiles, works and funding records.
- 4
Review what came back
Work through the results: re3data repository discovery with pid and certificates; journal open-access status, apcs and licences; self-archiving permissions and embargo periods.
- 5
Save or export
Save the configuration as a preset if you will repeat it, and export the output when you need it outside SciExpert. Your inputs persist across refreshes and sign-ins.
Tips
- • Start with a small input, verify the output, then scale up.
- • Save a preset once the configuration works so you can reuse it across papers.
Troubleshooting
Nothing happens when I run it
Check that every required field is filled and that your plan includes this service — locked services show a padlock in the sidebar.
The output is not what I expected
Reduce the input to a single item, confirm the result is correct, then add the rest back gradually.