SEE Diu Seng, PhD (薛兆盛)

Thomson Reuters

Solution Consultant, Southeast Asia

diuseng.see@thomsonreuters.com

AN INTRODUCTION TO SCHOLARONE MANUSCRIPTS

ScholarOne Manuscript is used worldwide

3

450

CUSTOMERS

>15 MILLION

REGISTERED

USERS

1.7 MILLION

ORIGINAL

SUBMISSIONS

SUBMISSIONS

FROM 235

COUNTRIES

2.4 MILLION

TOTAL

SUBMISSIONS

6,575

SUBMISSIONS

PER DAY

SITE

SUBMISSIONS

SPAN 25—

15,000 PER

YEAR

LARGE

COMMERCIAL

TO SMALL

SOCIETY

PUBLISHERS

WORKFLOW independent original,

revised, resubmitted,

invited, accepted,

appeal workflows

An original

manuscripts

workflow

THE BENEFITS OF CONFIGURABILITY

7

DASHBOARD manuscripts grouped

by task status (e.g.

pending, complete,

overdue) on role-

based dashboards

CENTERS contain role-based

dashboards showing

all assigned

manuscripts

TASKS workflows comprise

tasks, each with its

own parameters,

settings, & schedule

Configuration

options for a

decision task

PERFORMERS individuals or roles

assigned to each task

in a workflow

Task performer

settings determine

who carries out

the task

BEST PRACTICE STARTING POINTS

8

WORKFLOW 0 no AEs

admin

checklist

EIC select &

invite reviewer

reviewer

agrees

reviewer

scores

EIC decision

author submits

additio

nal re

vie

wers

required

WORKFLOW 1 AE direct decision

additio

nal re

vie

wers

required

admin

checklist

EIC

assignment

EIC assigns

AE

AE select &

invite reviewer

reviewer

agrees

reviewer

scores

AE decision

author submits WORKFLOW 4 AE recommendation

EIC final decision

admin checklist

EIC assignment

EIC assigns AE

AE select &

invite reviewer

reviewer

agrees

reviewer scores

AE

recommendation

author submits

EIC decision

additio

nal re

vie

wers

required

BEST PRACTICE

WORKFLOWS our most popular workflows are ready to

go and can be a starting point for more

sophisticated workflows

BEST PRACTICE AND STANDARDS IN PUBLISHING WITH SCHOLARONE MANUSCRIPTS

9

MANUSCRIPT SUBMISSION

AUTHOR CENTRE authors can submit

manuscripts and revisions,

track the status of their

manuscript CUSTOM SUBMISSION QUESTIONS collect additional manuscript information

FUNDREF collect funding information

STEP-BY-STEP SUBMISSION PROCESS enforce requirements & collect all information

PRE-PRODUCTION

OUTPUT copyedit, proofing, and

other services and export

ELECTRONIC FORMS & E-COMMERCE copyright, licensing, conflicts of interest

RECOMMENDATIONS

& DECISIONS

DECISION MAKING delegated powers to

editors or final approval by

EiC

MANUSCRIPT TRANSFER forward manuscripts to another title for consideration

MANUSCRIPT CHECKS

SUBMISSION TRIAGE checks to ensure a

manuscript is ready for

consideration CROSSCHECK check manuscript originality with iThenticate

CUSTOMIZED CHECKLISTS check submission & unsubmit to author for immediate

correction

PEER REVIEW

CONFIGURABLE

WORKFLOW customised peer-review

processes to ensure

efficient manuscript

processing

REVIEWER DATABASE & REVIEWER LOCATOR fully searchable database, ORCID iD, and WoS

recommendations AUTOMATED REMINDERS schedule-based email reminders

DASHBOARDS role-based dashboards show the status of assigned

manuscripts

REPORTING

TOOLS standard &

build-your-own

reports

covering

submission,

peer-review,

users, and

other metrics

Reports can be

scheduled and

automated

SCHOLARONE MANUSCRIPTS LOG-IN

10

BANNER LOGO

persists on every page

LOGIN LOGO

e.g. journal cover

CUSTOMIZED PAGE

TEXT

text and instructions are

easily modified

UNIQUE URL

for each site

HELP

available on every page

LOGIN INFORMATION

access protected by

username/password

Login can be embedded

in other pages, for

example journal home

page

PASSWORD HELP

for forgotten passwords

CENTERS AND THE MAIN MENU

11

ROLE-BASED

CENTERS

each with their

own configured

dashboard

MAIN MENU

only shows the user’s available

roles

PORTALS

navigation links

to any sites in a

shared portal

CENTERS AND DASHBOARDS

12

DASHBOARD

shows status of

all manuscripts

SEARCH

advanced

and quick

search with

wildcard

support

TOOLS

to manage user

accounts, broadcast

emails, email

templates, and other

site settings

REPORTS

categorized standard and build-your-own

reports

MANUSCRIPT

LISTS

group

manuscripts by

task status

(pending,

complete,

overdue, etc.)

VIEWING A MANUSCRIPT LIST

13

MANUSCRIPT LIST

lists all manuscripts

at selected

dashboard status

TAKE ACTION

view manuscript

information, files, or

complete a pending

task

MANUSCRIPT

INFORMATION

key information and

status, can be

exported to CSV

CURRENT ASSIGNMENTS &

STATUS

all names hyperlinked to direct

email 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

NAVIGATING A MANUSCRIPT

14

ACTIVE TASK

selected by default

PROGRESS

number of reviewers required

to make a recommendation /

decision. Can be changed at

any time

CREATE REVIEWER

ACCOUNT

add a new user to the

database

VERSION HISTORY

toggle between original and

revised versions

MANUSCRIPT STATUS

HEADER

key manuscript information,

assignments, & status

MANUSCRIPT

INFORMATION

full manuscript records &

details

AUDIT TRAIL

indelible record of all

manuscript activity and

correspondence

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)

MANAGING CORRESPONDENCE & REMINDERS

16

EMAIL 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)

MASS EDITING TOOLS

global search and replace and

the ability to download a full set

of email templates for offline

editing and re-upload

TEMPLATE SECTION

TEMPLATES

new templates can be added, templates marked as active,

default, or existing templates edited. Multiple templates can be

created as alternative emails

REMINDERS

can be set relative to the task due date, to go before, on, or

after the task is due

SCHOLARONE REVIEWER LOCATOR

17

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

REVIEWER LOCATOR

uses our ATLAS text analysis tool to

link and refine matches with

researchers in the Web of Science

Core Collection

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

SCHOLARONE MANUSCRIPTS KEY FEATURES FOR EFFICIENT BEST PRACTICE JOURNAL MANAGEMENT

18

FUNDREF searchable

funding

source

taxonomy

during

submission

CROSSCHECK similarity checking with

iThenicate (manual or

automated)

ORCID link accounts with ORCID

profile for better identity

identification

SEARCH fully searchable

database and

Reviewer

Locator

recommendation

from the Web of

Science

ELECTRONIC

FORMS online form

completion

integrated into the

Author Centre

DASHBOARDS fully configurable &

customized by role,

view & track the

status of all

manuscripts

Overdue

manuscripts queues

and reminders can

be added

REPORTS standard &

build-your-

own reports

for every

aspect of

the journal

SITE BUILD

DRAFT

SITE

IMPLEMENTATION

PROJECT

MANAGER

builds site to required

specification

PHASE 2: 3—4 WEEKS

SCHOLARONE MANUSCRIPTS IMPLEMENTATION PROCESS

19

REQUIRMENTS

GATHERING

WF0 WF1

WF4 custom

Logos

Scoresheets

Forms

Keywords

User imports

Legacy Data Imports

Completed

Configuration

Requirements

Document (CRD)

PHASE 1: 2—3 WEEKS*

*timings are estimates and depend on site complexity and timely return of deliverables and feedback

TESTING

DRAFT

SITE

CLIENT SITE

TESTING

changes within scope

of the CRD are

allowed at no charge

PHASE 3: 4—5 WEEKS

FINALIZATION

FINAL SITE

FINAL STEPS

final changes to

instructions and email

templates; remaining

training; user imports;

site clearance and

launch

PHASE 4: 1—2 WEEKS

TRAINING available to editors and journal staff

online video tutorials also available

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