AN INTRODUCTION TO SCHOLARONE MANUSCRIPTS

Transcription

1 SEE Diu Seng, PhD ( 薛兆盛 ) Thomson Reuters Solution Consultant, Southeast Asia diuseng.see@thomsonreuters.com AN INTRODUCTION TO SCHOLARONE MANUSCRIPTS

2 ScholarOne Manuscript is used worldwide 450 CUSTOMERS LARGE COMMERCIAL TO SMALL SOCIETY PUBLISHERS 1.7 MILLION ORIGINAL SUBMISSIONS >15 MILLION REGISTERED USERS 2.4 MILLION TOTAL SUBMISSIONS SUBMISSIONS FROM 235 COUNTRIES SITE SUBMISSIONS SPAN 25 15,000 PER YEAR 6,575 SUBMISSIONS PER DAY 3

3 THE BENEFITS OF CONFIGURABILITY WORKFLOW independent original, revised, resubmitted, invited, accepted, appeal workflows Configuration options for a decision task An original manuscripts workflow TASKS workflows comprise tasks, each with its own parameters, settings, & schedule PERFORMERS individuals or roles assigned to each task in a workflow DASHBOARD manuscripts grouped by task status (e.g. pending, complete, overdue) on rolebased dashboards Task performer settings determine who carries out the task CENTERS contain role-based dashboards showing all assigned manuscripts 7

4 additional reviewers required additional reviewers required additional reviewers required BEST PRACTICE STARTING POINTS WORKFLOW 0 no AEs author submits WORKFLOW 1 AE direct decision author submits WORKFLOW 4 AE recommendation EIC final decision author submits admin checklist admin checklist admin checklist EIC select & invite reviewer EIC assignment EIC assignment reviewer agrees EIC assigns AE EIC assigns AE reviewer scores AE select & invite reviewer AE select & invite reviewer EIC decision reviewer agrees reviewer agrees reviewer scores reviewer scores BEST PRACTICE WORKFLOWS our most popular workflows are ready to go and can be a starting point for more sophisticated workflows AE decision AE recommendation EIC decision

5 BEST PRACTICE AND STANDARDS IN PUBLISHING WITH SCHOLARONE MANUSCRIPTS AUTHOR CENTRE authors can submit manuscripts and revisions, track the status of their manuscript FUNDREF MANUSCRIPT SUBMISSION STEP-BY-STEP SUBMISSION PROCESS enforce requirements & collect all information collect funding information CUSTOM SUBMISSION QUESTIONS collect additional manuscript information SUBMISSION TRIAGE checks to ensure a manuscript is ready for consideration CONFIGURABLE WORKFLOW customised peer-review processes to ensure efficient manuscript processing DECISION MAKING delegated powers to editors or final approval by EiC OUTPUT copyedit, proofing, and other services and export MANUSCRIPT CHECKS PEER REVIEW RECOMMENDATIONS & DECISIONS PRE-PRODUCTION CUSTOMIZED CHECKLISTS check submission & unsubmit to author for immediate correction CROSSCHECK check manuscript originality with ithenticate REVIEWER DATABASE & REVIEWER LOCATOR fully searchable database, ORCID id, and WoS recommendations AUTOMATED REMINDERS schedule-based reminders DASHBOARDS role-based dashboards show the status of assigned manuscripts MANUSCRIPT TRANSFER forward manuscripts to another title for consideration ELECTRONIC FORMS & E-COMMERCE copyright, licensing, conflicts of interest REPORTING TOOLS standard & build-your-own reports covering submission, peer-review, users, and other metrics Reports can be scheduled and automated 9

6 SCHOLARONE MANUSCRIPTS LOG-IN UNIQUE URL for each site BANNER LOGO persists on every page HELP available on every page CUSTOMIZED PAGE TEXT text and instructions are easily modified LOGIN LOGO e.g. journal cover PASSWORD HELP for forgotten passwords LOGIN INFORMATION access protected by username/password Login can be embedded in other pages, for example journal home page 10

7 CENTERS AND THE MAIN MENU ROLE-BASED CENTERS each with their own configured dashboard PORTALS navigation links to any sites in a shared portal MAIN MENU only shows the user s available roles 11

8 CENTERS AND DASHBOARDS DASHBOARD shows status of all manuscripts SEARCH advanced and quick search with wildcard support TOOLS to manage user accounts, broadcast s, templates, and other site settings MANUSCRIPT LISTS group manuscripts by task status (pending, complete, overdue, etc.) REPORTS categorized standard and build-your-own reports 12

9 VIEWING A MANUSCRIPT LIST MANUSCRIPT LIST lists all manuscripts at selected dashboard status MANUSCRIPT INFORMATION key information and status, can be exported to CSV TAKE ACTION view manuscript information, files, or complete a pending task CURRENT ASSIGNMENTS & STATUS all names hyperlinked to direct template TIP: clicking the number of manuscripts in a dashboard list skips the manuscript list view and goes direct to the pending task on the first listed manuscript 13

10 NAVIGATING A MANUSCRIPT MANUSCRIPT STATUS HEADER key manuscript information, assignments, & status ACTIVE TASK selected by default MANUSCRIPT INFORMATION full manuscript records & details AUDIT TRAIL indelible record of all manuscript activity and correspondence PROGRESS number of reviewers required to make a recommendation / decision. Can be changed at any time MANUSCRIPT FILES all files associated with the manuscript, with upload and versioning tools TASK & SEARCH OPTIONS current reviewer list & their status, along with search tools, author suggestions, and Review Locator (if active) CREATE REVIEWER ACCOUNT add a new user to the database VERSION HISTORY toggle between original and revised versions 14

11 MANAGING CORRESPONDENCE & REMINDERS TEMPLATE SECTION TEMPLATES new templates can be added, templates marked as active, default, or existing templates edited. Multiple templates can be created as alternative s REMINDERS can be set relative to the task due date, to go before, on, or after the task is due MASS EDITING TOOLS global search and replace and the ability to download a full set of templates for offline editing and re-upload TEMPLATE tags can be inserted from the full supported set, along with default attachments Tags are also used in the header fields (to, from, CC, BCC, and subject) 16

12 SCHOLARONE REVIEWER LOCATOR REVIEWER LOCATOR up to 30 suggestions are ready for the editor to use All suggestions link through to record in the Web of Science and DOI link to published article Suggestions can be quickly added REVIEWER LOCATOR uses our ATLAS text analysis tool to link and refine matches with researchers in the Web of Science Core Collection MANUSCRIPT METADATA author names manuscript title manuscript abstract manuscript keywords publication journal PUBLISHED PAPERS 12,000 journals 150,000 conference proceedings 250 subject disciplines previous 5 years data 7.3 million individuals AUTHOR FINGERPRINT their research interests JOURNAL FINGERPRINT publication field and scope PAPER FINGERPRINT subject areas and keywords 17

13 SCHOLARONE MANUSCRIPTS KEY FEATURES FOR EFFICIENT BEST PRACTICE JOURNAL MANAGEMENT FUNDREF searchable funding source taxonomy during submission CROSSCHECK similarity checking with ithenicate (manual or automated) DASHBOARDS fully configurable & customized by role, view & track the status of all manuscripts Overdue manuscripts queues and reminders can be added SEARCH fully searchable database and Reviewer Locator recommendation from the Web of Science ORCID link accounts with ORCID profile for better identity identification ELECTRONIC FORMS online form completion integrated into the Author Centre REPORTS standard & build-yourown reports for every aspect of the journal 18

14 SCHOLARONE MANUSCRIPTS IMPLEMENTATION PROCESS REQUIRMENTS GATHERING WF0 WF1 SITE BUILD IMPLEMENTATION PROJECT MANAGER builds site to required specification TESTING CLIENT SITE TESTING changes within scope of the CRD are allowed at no charge FINALIZATION FINAL STEPS final changes to instructions and templates; remaining training; user imports; site clearance and launch WF4 custom DRAFT SITE DRAFT SITE FINAL SITE Completed Configuration Requirements Document (CRD) Logos Scoresheets Forms Keywords User imports Legacy Data Imports TRAINING available to editors and journal staff online video tutorials also available PHASE 1: 2 3 WEEKS* PHASE 2: 3 4 WEEKS PHASE 3: 4 5 WEEKS PHASE 4: 1 2 WEEKS *timings are estimates and depend on site complexity and timely return of deliverables and feedback 19

15 THANK YOU SEE Diu Seng, PhD ( 薛兆盛 ) Thomson Reuters Solution Consultant, Southeast Asia diuseng.see@thomsonreuters.com