How do I work with entities?

To add additional items to the entity selection panel:

1. Click 'Add' link at the bottom of the currently opened section:
2. Start typing the name of the entity you will like to add.
3. Then click on the name when it appears in the search results. You can also click on the 'Define' links to define an entirely new entity.

In My SciVal, you can add an entity into the selection panel by clicking the 'Add' icon for that entity. The entity is now marked with 'Added' to indicate that it has been added to the panel. The 'Add' icon for that entity flips to a 'Remove' icon which you can click to take it back out of the panel.

To remove an entity from the panel:

• Click the 'remove' (x) icon that appears when you hover over the entity in the panel.
• You can also use the 'Remove all entities from this section' to, for example, remove all researchers and groups of researchers from the 'Researchers and Groups' section.

You can safely remove entities from the panel. They will not be permanently deleted. You can add them back at any time.

To move an entire set of entities into the selection panel in My SciVal:

1. Select the entities in My SciVal (using the checkboxes) and then click 'Add to entity selection panel'. This opens a modal window where you can either add the entities to the current set of entities in the panel.

You can also choose to replace the current set of entities in the panel with the new set. This allows you to easily move sets of entities in and out of the panel.

To define a new entity:

1. Click 'My SciVal' in the top right corner of your screen.
2. In My SciVal, choose a category (for example 'Researcher and groups') and open the 'Define a new entity'.
3. Now click on one of the links in the menu to define a new entity.

This will take you through a step-by-step process to define, name and save the new entity.

Note: Some entities with large number of publications are not available immediately but take up to 6 hours to compute. You will receive an email as soon as the entity is ready to use.

To see an overview of all the entities defined by you:

1. Choose a category (for example 'Researchers and groups') and then select 'Entities defined by you' from the drop-down menu.

You can import a list of researchers into SciVal in two ways:

Upload a CSV, XLS, JSON or txt file

For creating a hierarchical structure of researchers

1. Download one of the example files.
2. Replace the example content with your own content. The minimum fields are: Author names and Affiliations. Other fields (e.g. affiliations, DOIs, publication titles etc.) are optional, but the more complete the information provided is, the higher the chance we have of matching it in Scopus.
3. The hierarchy can be as many levels deep as you need, i.e. Level 1 (highest level), Level 2, and so on.
4. You can import up to 1,000 researchers at the time. If you need to import a larger set, you will have to split the researchers among multiple files. Once the researchers are imported, you can easily merge their groups in SciVal.

Paste a list from a text file containing a list of Scopus author IDs.

1. The file containing the list of publication IDs should be a text file (with a .txt extension in Windows). The text file should also be ANSI format or Unicode/UTF-8.
2. The Scopus authors IDs should be listed one per line (max. 300 IDs per file).
3. During the import process, you can choose to create a new group of researchers containing the researchers you're importing. So you can for example import a research team and immediately create a group of researchers entity for that team.

Tip: When you export a list of researchers from SciVal, the export will include the Scopus author ID of each person. You can paste this list of IDs into a text file and reimport the list of researchers back into SciVal.

You can import a publication set from a text containing a list of publication IDs. These can be DOIs, PubMed IDs, or Scopus IDs (EIDs). You can import up to 50,000 publications in a single publication set. We recommend using EIDs if possible.

• The file containing the list of publication IDs should be a text file (with a .txt extension in Windows). The text file should also be ANSI format, not Unicode/UTF.
• The Scopus publication IDs should be listed one per line (max. 50,000 IDs per file).
• You will be notified if any IDs in the file are not known to SciVal. This may be because the publications were before 1996 (the cutoff point for the Scopus data used by SciVal), or because the publications are very recent and therefore not yet included in the Scopus data cut used by SciVal.
• When you export a list of publications from SciVal, the export will include the Scopus EIDs for each publication. You can paste this list of EIDs into a text file and reimport the list of publications back into SciVal.

Tip: It is possible to merge multiple Publication sets up to 200,000 documents. Select the Publication Sets in My SciVal and click 'Merge' .

• In My SciVal, click on the 'tag' icon for an entity to add tags. You can add as many tags to a single entity as you like.
• To tag multiple entities in one go, select them in My SciVal (using the checkboxes) and click the 'Add tags' button along the top.
• You can also tag entities during the entity creation process. For example, when defining a new research area, you can assign tags to the new entity during the final (name and save) step of the process.

When you create a researcher group in SciVal, it is possible to not only tag the group itself but the individual researchers within the group as well. The feature allows you to use a group level tag and cascade it to all researchers who belong the group. This option can be useful during an analysis for which identification of individual researchers who belong to the same group is important.

The option only appears in SciVal when a tag is added to a researcher group.

You can use tagging to create various grouping or categories of entities. Use the rightmost drop-down menu (marked 'All tags') to view entities by tag. You can use this to select all entities with a particular tag, then move these into the entity selection panel by selecting them and clicking on 'Add to entity selection panel'.

Example: You have tagged five researchers with 'possible hires'. You can then filter the list of researchers by this tag, select all five researchers and move them into the entity selection panel. Now the five researchers are ready for you to compare them in the Benchmarking module.

Tag filters are included in the define flows of Groups of researcher, institution and countries. By using filtering by tag you can quickly and easily find researchers, institutions and countries with the tags you've defined when creating entity groups. You can filter by using multiple tags.

1. Go to My SciVal.
2. Click on the 'Share' icon for that entity to bring up the sharing settings.

You can invite SciVal users at your institution by entering their email addresses, separated by comma. You can create and manage your invitation list from the sharing panel. Invited users receive an email - which can be personalized- with a link that gives them access to the entity

Use the drop-down menu to the right of the filter box in My SciVal to display only entities that have been shared with you ('Entities shared with me'). You can also choose to view only entities that you have shared with others ('Entities shared by me').

It is possible to effortlessly share multiple research entities with groups of peers in SciVal.

1. Go to MySciVal.
2. Select multiple entities.
3. Click on the 'share' icon.