Interfolio Faculty180 Integration Capabilities

This chart is a quick reference for understanding the different ways data can be pushed into or pulled out of our system.

Faculty180 Integrations

Data Content Available Medium(s)  Agent(s) of Use Process/Automated?
Unit Hierarchy
  • Product UI
  • API
  • Bulk Upload UI
  • SFTP
  • Client
  • Client Success Manager
  • Data Loads Team
 Product UI 
  • Created one-by-one 
  • Created by admin
  • Cannot be automated
API
  • Created one-by-one 
  • Available to users with an API token
  • Can be automated

Bulk Upload UI
  • Upload CSV via Bulk Upload UI or SFTP
  • Done by administrator 
  • Cannot be automated
Users
  • Product UI
  • API
  • Bulk Upload UI
  • SFTP
  • Client
  • Client Success Manager
  • Data Loads Team
 Product UI
  • Created one-by-one 
  • Done by administrator
  • Cannot be automated

API

  • Created one-by-one in API
  • Available to users with an API token
  • Can be automated


Bulk Upload UI

  • Upload CSV via Bulk Upload UI or SFTP
  • Done by administrator 
  • Can be automated
Activity Data
  • Product UI
  • Bulk Upload UI
  • SFTP
  • Client
  • Client Success Manager
  • Data Loads Team

Product UI

  • Create one-by-one in UI
  • Done by a user
  • Cannot be automated

Bulk Import 
  • Import from external source integration
  • Can be automated
  • Can be imported from many sources in multiple formats

Bulk Upload 

  • Upload CSV via Product UI
  • Done by a user through integration sources (Orcid, RIS/Bibtex, WoS, CCV, etc)
  • Cannot be automated
Courses (Course Prefixes.Courses Taught, Course Attachments)
  • Product UI
  • API
  • Bulk Upload UI
  • SFTP
  • Client
  • Client Success Manager
  • Data Loads Team

Product UI

  • Create one-by-one in UI
  • Done by administrator
  • Cannot be automated

 API

  • Created one-by-one in API
  • Available to users with an API token
  • Can be automated

Bulk Upload UI

  • Upload CSV via bulk upload UI
  • (Excludes Attachments)
  • Done by administrator 
  • Can be automated
User Permissions
  • Product UI
  • API
  • Client
  • Client Success Manager

Product UI

  • Create one-by-one in UI
  • Done by administrator
  • Cannot be automated

 API

  • Created one-by-one in API
  • Available to users with an API token
  • Can be automated
Faculty Classifications
  • Product UI
  • Bulk Upload UI
  • Client
  • Client Success Manager

Product UI

  • Create one-by-one in UI
  • Done by administrator
  • Cannot be automated
Bulk Upload UI
  • Upload CSV via bulk upload UI
  • Done by an administrator 
  • Can be automated
Support Accounts
  • Product UI
  • Bulk Upload UI
  • Client
  • Client Success Manager

Product UI

  • Create one-by-one in UI
  • Done by administrator
  • Cannot be automated
Bulk Upload UI
  • Upload CSV via bulk upload UI
  • Done by an administrator 
  • Cannot be automated
Committees
  • Product UI
  • Bulk Upload UI
  • Client
  • Client Success Manager

Product UI

  • Create one-by-one in UI
  • Done by administrator
  • not automated
Bulk Upload UI
  • Upload CSV via bulk upload UI
  • Done by an administrator 
  • Cannot be automated
Current Positions
  • Product UI
  • Bulk Upload UI
  • Client
  • Client Success Manager

Product UI

  • Create one-by-one in UI
  • Done by a user
  • Cannot be automated
Bulk Upload UI
  • Upload CSV via bulk upload UI
  • Done by an administrator 
  • Can be automated
Scholarly Outlet Metrics
  • Product UI
  • Bulk Upload UI
  • Client
  • Client Success Manager

Product UI

  • Create one-by-one in UI
  • Done by a user
  • Cannot be automated
Bulk Upload UI
  • Upload CSV via bulk upload UI
  • Done by an administrator 
  • Cannot be automated
Scholarly Outlets
  • Product UI
  • Bulk Upload UI
  • Client
  • Client Success Manager

Product UI

  • Create one-by-one in UI
  • Done by a user
  • Cannot be automated
Bulk Upload UI
  • Upload CSV via bulk upload UI
  • Done by an administrator 
  • Cannot be automated
Secondary Unit Assignments
  • Product UI
  • Bulk Upload UI
  • Client
  • Client Success Manager

Product UI

  • Create one-by-one in UI
  • Done by a user
  • Cannot be automated
Bulk Upload UI
  • Upload CSV via bulk upload UI
  • Done by an administrator 
  • Cannot be automated

Faculty180 Integration Sources

Integration Source What does it do? How is it enabled? How is it used?
RIS/BibTeX RIS & BibTeX are file formats .ris and .bib (respectively) that are used to upload many types of scholarly activities (books, journals, presentations etc.)

More mapping info/customizations can be found in our easter egg that will open when double clicking the Interfolio icon in the Administration tab, and navigate to “Scholarly Activity Types."



 Automatically enabled unless
DISABLE_SCHOLARLY_IMPORTS is set to 0 in the administrative easter egg.
  1. Login
  2. Navigate to the activities page
  3. Add a Scholarly Activity
  4. Choose "Generic (RIS / BibTeX)"
  5. Choose either RIS or BibTeX file format, then upload a file or insert plain text.
  6. After that you just follow along with the UI
Google Scholar

Google Scholar is a scholarly works indexing systems and one of the most heavily used systems for initial searches for scholarly work.  It links the returned search results to the full text article.

Faculty can build profiles in Google Scholar that allow them to see not only a collection of the works that Google thinks belong to them but also some common calculated bibliometrics.

This is one of the most commonly requested integrations for scholarly work but Google's licensing explicitly forbids any bulk download or scraping of scholarly work off of their site.

 It is only possible to import from Google Scholar using BibTeX file transfer by a individual faculty member, so BibTeX file transfer has to be enabled.
  1. Login into Google Scholar account
  2. Choose "Export"
  3. Select desired publications and export them to BibTex file
  4. Login to Faculty180
  5. Navigate to the activities page
  6. Add a Scholarly Activity
  7. Choose "Generic (RIS / BibTeX)"
  8. Choose either BibTeX file format, then upload a file or insert plain text.
  9. After that you just follow along with the UI
Web of Science - WoS

Usually journal publications are imported from WoS.

Web of Science is 'interdisciplinary' and includes journals from most subject areas 

Data about each article includes authors, title, journal and year published. It can also include Volume, Number and Pages

Our vita's can show the number of times a record has been cited within WoS products. 

More mapping information/customization can be found in our easter egg, double click the interfolio icon in admin tab, and navigate to "Scholarly Activity Types."
  1. Login as a system admin 
  2. Click  Administration tab
  3. Double click Interfolio icon at bottom left of sidebar navigation
  4. A new setting section called Interfolio Admin will appear
  5. Select Modules and set Web of Science to “On"
  6. Select Settings and you’ll see many WoS options
  7. Set WOS_Enabled to 1
  8. Client should provide a WOS_Username and WOS_Password if they are planning on using WoS

The remaining WoS options are the databases that offer different kinds of indices. Enable the ones most relevant to your institution.


  1. Login
  2. Navigate to the activities page
  3. Add a Scholarly Activity
  4. Under the Import Table, Web of Science should be listed
  5. Follow instructions in the program
Medline / PubMed

Journal publications are normally imported from Medline

Medline focuses on clinical and biomedical literature

Data about each article includes authors, title, journal and year published. It can also include Volume, Number and Pages.

More mapping information/customization can be found in our easter egg, double click the interfolio icon in admin tab, and navigate to "Scholarly Activity Types."
  1. Login as a system admin 
  2. Click the Administration tab
  3. Double click the Interfolio icon in the bottom left of the sidenav
  4. A new setting section called Interfolio Admin will appear
  5. Select Modules and set Faculty180 Medline to “On"


  1. Login
  2. Navigate to the activities page
  3. Add a Scholarly Activity
  4. Under the Import Table, Medline / PubMed should be listed
  5. After that you just follow along with the UI
Orcid

Faculty180 users can use Orcid to import/export many different activities and other information

Orcid is used by many to reliably link their name to journal publications etc.

Data about each section is handled by a mapping document the CSM sends to the client.

More mapping information/customization can be found in our easter egg, double click the interfolio icon in admin tab, and navigate to "Scholarly Activity Types."
  1. Login as a system admin 
  2. Click the Administration tab
  3. Double click the Interfolio icon in the bottom left of the sidenav
  4. A new setting section called Interfolio Admin will appear
  5. Select Modules and set Orcid  to “On"
  6. Select Settings and set F180_INTEGRATION_ORCID and following settings to "On" or 1
  7. Now, go to the Admin Tab > Setup > School > Details
  8. You'll see Orcid sections in the Miscellaneous section. This is where the client inputs whether Orcid is in Sandbox, Production or Off. The Client ID and Client Secret will be different based upon selection


  1. Login
  2. Navigate to The Vitas & Biosketches page
  3. Under Vita/Profile systems you'll see a button to authenticate with Orcid
  4. Once you do that, you can Import and Export through the UI
ARXIV

Mostly includes scientific papers/Journal publications, astronomy, mathematics, computer science, biology, statistics 

Data about each article includes authors, title, journal and year published. It can also include Volume, Number and Pages.
  1. Login as a system admin 
  2. Click the Administration tab
  3. Double click the Interfolio icon in the bottom left of the sidenav
  4. A new setting section called Interfolio Admin will appear
  5. Select Modules and set ARXIV to “On"


  1. Login
  2. Navigate to the activities page
  3. Add a Scholarly Activity
  4. Under the Import Table, ARXIV should be listed
  5. After that you just follow along with the UI
INSPIRE

Includes scientific papers/Journal publications

Data about each article includes authors, title, journal and year published. It can also include Volume, Number and Pages.
  1. Login as a system admin 
  2. Click the Administration tab
  3. Double click the Interfolio icon in the bottom left of the sidenav
  4. A new setting section called Interfolio Admin will appear
  5. Select Modules and set Inspire  to “On"


  1. Login
  2. Navigate to the activities page
  3. Add a Scholarly Activity
  4. Under the Import Table, ARXIV should be listed
  5. After that you just follow along with the UI
Miscellaneous - API, CCV

Other integrations that might be confusing

DISABLE_SCHOLARLY_IMPORTS - If set to 1, it will disable all sources of import

Faculty180 API needs to be turned on in "Modules" easter egg, API can be accessed with Guest Access or API token

F180_ENABLE_CCV - Set CCV options to "1" to use CCV.... Set INTEGRATION_CCV_API to "1" to use the API for import/export
  1. Login as a system admin 
  2. Click the Administration tab
  3. Double click the Interfolio icon in the bottom left of the sidenav
  4. A new setting section called Interfolio Admin will appear
  5. Select Settings
  6. The ‘Help” icon next to these settings can usually explain what is going on