ScholarOne Manuscripts Release Notes

Release v4.24

ScholarOne Manuscripts
Release 4.24 – Date of issue: December 2018

ScholarOne Manuscripts | v4.24 – Release Notes

Authors
Chris Heid
Product Lead, Publishing & Associations
Chris heads Product Management for Clarivate
Analytics’ ScholarOne platforms. Previous
projects include Reviewer Locator, Publisherlevel Reporting and ORCID integration.

Greg Kloiber
Sr. User Experience Designer, ScholarOne
Greg has redesigned major sections of both the
ScholarOne Manuscripts and Abstracts
platforms. Most recently, he revamped the
Review Center for ScholarOne Manuscripts.

Sven Molter
Product Manager, ScholarOne
Sven has 12 years’ experience in the industry andhas been with ScholarOne since 2009. He started
as a Client Implementation Manager where heworked with clients using the ScholarOne
Abstracts Platform. Prior to working with
ScholarOne he worked as the Senior Manager of
Meetings, Membership and Education (Society of
Behavioural Medicine) at Executive Director
Incorporated where he oversaw the Annual
Meeting planning process.

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The following features are planned for release in
ScholarOne Manuscripts v4.24. This document
provides information about the default configuration
values for each of the features. If you have any
questions, please contact Chris Heid at 434.964.4040.
This release includes enhancements or changes thatwill immediately impact all ScholarOne Manuscripts
users upon release. Please communicate to your users
before the release to prepare them for any changes
that might affect them. Other features must be
activated by an administrator or ScholarOne
representative for your users to benefit from the newfunctionality.

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Release Summary
The default configuration settings and values for each of the features in the release are outlined below. If you wish tochange any of the defaults, please contact ScholarOne and submit a case.

FeatureSummary

ORCID Log In

Users will be able to log into journals that have configured this ability, using their ORCID
credentials.
Action Required: Journals and publishers who do not already have their own ORCID Member
credentials will need to work with ORCID to acquire them. Users will only need to link their
ORCID account to ScholarOne once, as part of the log in process.

Other ORCID Improvements

To continue the growth of ORCID usage within the system, we will …
Capture the ORCID iD of Reviewers on the review form. After it is associated, it will
display everywhere the Review form is displayed and will be associated with the
Reviewer's account when they are logged into the ScholarOne site.

Keep ORCID iDs validated when a publisher acquires a journal from anotherpublisher

Remove all non-validated ORCID iDs



No longer allow users to validate an ORCID iD when it already exists on a journal or
shared portal

Action Required: Journals and publishers who do not already have their own ORCID Member
credentials will need to work with ORCID to acquire them.

Transfer Enhancements

The v4.24 release will include a number of manuscript transfer related enhancements


The ability to send authors multiple transfer options from which they can choose.

The option to add custom questions to the Decision form

Configurable reminders to transferring authors

Action Required: Configuration updates required.

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CRediT Taxonomy Integration

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With the 4.24 release, ScholarOne will integrate with the CASRAI CRediT taxonomy.
The ability to collect author contribution during submission

The flexibility to only collect during specific workflows such as revisions

Supporting XML export functional in the ScholarOne DTD

Action Required: Configuration updates required.

Conversation Tool Updates

The free conversation tool has been updated with the following:

Numerous usability enhancements:oGeneral UI improvementsoTab label changesoAdded ability to download the conversation as a PDF

oModeration ability: Hide inappropriate commentsoImproved load time when selecting participants

New configurable automated email reminders to request participation



New Admin queue for unread posts

Cognos reporting

DTD export

Action Required: None

Document-Based Tags in Proof

Utilizing a new RTF upload option, Journals may include document-based tags on the second
page of the manuscript proof.
Allows journals to include responses to custom questions directly on the proof.

Configurable by the journal, allowing text as well as tag responses to display on the
2nd page of the proof.

Action Required: Configuration updates required.

GDPR Admin Removal

Admins will have the ability to remove accounts under Administrative Options on the AccountInformation tab of the Person Details pop up.
Action Required: None

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Broadcast Email Search Change

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Beginning with v4.24 Broadcast Email Search Results will no longer include users who have
opted out of marketing communications.
Action Required: None

Publons Credit for Completed
Reviews

With the 4.24 release ScholarOne will introduce the ability for Reviewers to receive credit forpreviously completed reviews.
Action Required: None, if Publons is configured for your site. If not, please contact yourRelationship Manager for more information.

Ringgold Connection Alert

ScholarOne will implement a Ringgold Connection Alert

Allowing users to easily identify which institutions are yet to connect to Ringgold.

Will increase the number of institutions connected to Ringgold over time.

Action Required: None

Update to Conflict Alerts in
Advanced Reviewer Search

ScholarOne will update the logic used to flag reviewer search results as potential conflicts ofinterest.
Action Required: None

Publons Reviewer Connect

The v4.24 release will integrate Publons Reviewer Connect directly into the ScholarOne peer
review workflow. This innovative new tool will allow editors to easily find, screen and connect
with expert peer reviewers.

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ORCID Log In
ORCID is a non-profit organization dedicated to solving the long-standing name ambiguity problem in scholarly
communication by creating a central registry of unique identifiers for individual researchers and an open, transparent linking
mechanism between ORCID and other current author identifier schemes. To learn more about ORCID, please visit
http://orcid.org/content/initiative.
In release 4.24, we will allow users to log in to participating ScholarOne sites using their ORCID credentials.
First, the user will click on the Log In with ORCID ID button on the participating ScholarOne site:

They will then log in to ORCID or register an ORCID account.

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If the user has used this login process before or has already linked their ORCID iD to their ScholarOne profile, they willautomatically be logged in to the ScholarOne site.

If this is their first time linking the ORCID and ScholarOne accounts together, they will be asked to authorize the publisher orjournal to get their ORCID iD and to read limited-access information such as their name and address. Reading limited-accessinformation will make it easier for new users that do not have a ScholarOne account to pre-fill their profile information whencreating an account.

Next, they will need to link their ORCID account to the ScholarOne site. An intercept page will be displayed giving them theoption of creating a new account or logging in with their existing site credentials.

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If they already have an account on the ScholarOne site, they will only need to provide their ScholarOne login credentials once.
Afterwards, they can use either the ScholarOne or ORCID credentials to log in to the participating site.

Action Required: Journals and publishers who do not already have their own ORCID Member credentials will need to workwith ORCID to acquire them.

Other ORCID Improvements
In addition to adding the ability to sign in with an ORCID account, we’ve made other improvements with regards to gatheringand retaining ORCID iDs.

Capture ORCID iD within a review
The Review Form (aka “Score Sheet”) may now be configured to ask for the Reviewer’s ORCID iD. It may be set to required or
optional for the Reviewer to answer. If the Reviewer is logged in, it will associate the ORCID iD to the Reviewer’s account. Ifthey are not logged in, it will only be displayed where the review form appears on the site.

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After associating the ORCID iD, the question will display the associated ORCID iD:

Retain ORCID iD validation after a journal is acquired
When a publisher acquires a journal from another publisher, the ORCID iDs on the user accounts will: Not be removed
 Stay validated in xml exports
 Have all of the journal’s ORCID tokens and scopes removed

Removal of non-validated ORCID iDs
Many releases ago, a user could type in an ORCID iD manually and without validating on the ORCID site. While this is nolonger the case, a very small percentage (<1%) of non-validated ORCID iDs are still within the system. We will be removing
them as part of this release.
Note: Non-validated ORCID iDs have a red “X” beside them.

Reducing duplicate ORCID iDs
As part of the ORCID clean-up, we will no longer allow users to validate an ORCID iD that already exists on another account in
the site.

Transfer Enhancement
The ability to transfer submitted manuscripts between journals on ScholarOne is a valuable feature which publishers are using
more and more frequently to make sure each journal reviews and publishes articles well-aligned with their scope. The v4.24
release will include several enhanced functionalities for journals using transfer including an option to offer authors multiple
transfer choices.

Transfer Choice for Authors
Prior to v4.24 journals offering an article transfer to an author needed to narrow down the author’s transfer options to a single

journal even if the paper could reasonably find a home at multiple portfolio titles. This unnecessarily limited an author’stransfer choices and made it more difficult for publishers to successfully transfer articles. With the v4.24 release, journals will

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have the configurable option to offer author multiple transfer choices allowing the author to choose the best home for theirwork.
If a journal has configured the ‘Transfer Choice for Authors’ functionality on their ‘reject and transfer decision’ the choices tobe made available for the author will appear on the decision task once the transfer option has been selected. These journal
options for the author can be static (all transferred papers receive the same set of choices) or editable (the decision makercan customize the papers offered before sending the decision. This functionality was designed to provide both authors andjournals maximum flexibility and choice.

Similar to the current transfer functionality in ScholarOne, authors receiving
an option to transfer may respond via the deep link email tag or in their
Author Center. If responding via the email tag, the Author will be linked to
an interstitial page on ScholarOne.
Without having to log-in, the Author will be shown their transfer options
along with a final option to decline transfer of their paper. Just as with thecurrent transfer functionality, a refusal of the transfer will result in a final
reject of the manuscript on the site to which it was originally submitted.

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Authors responding to a transfer request through their
Author Center dashboard with continue to go to the“Manuscripts Awaiting Approval to Transfer" queue.
Manuscripts in this queue with only one journal choice forthe author will continue to be displayed with ‘Approve’ and ‘Reject’ links in the Action column. However, manuscripts
leveraging the Transfer Choice functionality will be displayed with a single link, ‘View Transfer Options’.
Clicking this link will bring up a modal where the author is able to select their desired transfer destination from all offered
titles or decline transfer of their manuscript.

‘Submission of Transferred Manuscript’ Reminder
To help make the transfer process more efficient and timely, ScholarOne is including a new, configurable option for email
reminders in the v4.24 release. The ‘Submission of Transferred Manuscript’ event will allow the receiving journal of atransferred manuscript to send one or more email notifications to the author reminding them to complete the submission of
the transferred article currently in draft. Multiple reminders may be configured and sent, each at a specified number of days
after the transferred article was received. Timing of the email notifications is specified via the ‘Reminder Days’ column andClarivate Analytics | v4.24 – Release Notes

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the value entered must be a positive integer representing the number of days after receipt of the manuscript you would likethe notification sent out. Notification emails are sent based on when the author received the transferred draft in their Author
Center. If your journal is configured to send transferred papers to a journal admin first, the timing of notifications will bebased on when the admin sent the paper on to the author. Once the transferred manuscript is submitted, any remaining
notifications will be cancelled.

Custom Questions on Decision Tasks
The ScholarOne Manuscripts 4.24 will also
give journals the ability to configure custom
questions on decision tasks. Previously,
custom questions could be configured on
checklists and recommendation tasks but notdecisions. Such functionality will allow editors
to provide valuable information on theirdecision making process. For example, ajournal might ask, “What makes the transfer
choices you have given the author a good fit
for this paper?”Custom question on a decision task appear
directly below the decision options.
Configuration of these questions is found oneach task within Task configuration section.

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CRediT Integration
With the ScholarOne Manuscripts v4.24 release, we will integrate article submission with CASRAI’s CRediT taxonomy, allowing

submitting authors to easily recognize the contributions made by each listed author. CASRAI’s widely-adopted taxonomy iscomprised of 14, high-level roles. “The roles are not intended to define what constitutes authorship, but instead to capture all
the work that allows scholarly publications to be produced.” - CASRAI

Collecting Author Contribution During Submission
If the CRediT functionality is configured for your ScholarOne site, a new section will appear on the ‘Create New Author’ and‘Edit Author’ modals which appear during the submission process. This new section is titled ‘Author Contribution – Credit
Taxonomy’ and will appear directly below the E-Mail field. To better accommodate this additional data, we have expanded
the width of these modals.
In this section, each of the 14 CRediT author contributions will be listed with a check box allowing the submitting author to
select those contribution appropriate for each co-author. If you wish to provide the submitting author with details or
guidance, the header for this section contains a contextual instruction which will contain default text but may be customized
to meet your needs.

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Degree of Contribution
The CRediT taxonomy specifies ‘Degree of Contribution’ as an optional second element. The degree element provides
additional context to a given role and will likely, but not necessarily, be used when two or more authors share a role. For
example, if three authors shared responsibility for developing the research methodology but one held a leading role, all threeauthors would be associated with the ‘Methodology’ contribution role but additionally their degree of contribution could bespecified as either ‘Lead’, ‘Equal’, or ‘Supporting’. A journal may choose to collect author contribution information withoutthe ‘degree of contribution’ option.

The contributions selected for each author will be displayed in the Selected Authors section of the submission form…
and on the Manuscript Details page.

Workflow Configuration Options
ScholarOne has developed the CRediT integration to fit easily within your existing workflows. Collection of author
contributions can be done on an optional or required basis. If required, all authors must have at least one contribution
associated with their author record before the paper may be submitted.

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Furthermore, author contributions may be collected within specific, journal defined workflows. For example, a journal with ahigh rejection rate may determine it is not worth requiring authors making an original submission to include CRediT data but
it is worth requiring CRediT data in revisions which carry a higher rate of acceptance.

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Conversation Tool Updates
Conversation Tool - UI Enhancements
UI updates were made to dropdowns, icons, column widths, etc. plus:
Improved load time for selecting participants

Added ability to download the conversation as a PDF. Posts hidden by a Moderator will not be displayed

Relabeled Tabs (Note: Tabs are only displayed when the user has permission to view it)
Old

New



Staff can be configured as a Moderator and gain the ability to hide inappropriate comments:
Post displayed with “Hide post” link for Moderators

Post hidden to all users except Moderators

Note: Posts hidden by the conversation Moderator will still display in the ScholarOne DTD

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Conversation Tool - New Automated EmailA new weekly reminder email template will be available to encourage participation in conversations. This automatic email issent weekly to added participants. It is a digest of their never-before-read conversations since the previous digest email wassent. If they have visited a specific conversation, it will not be on the list within the email.
This email will not be sent when the participant has viewed all conversations at least once or when the conversation’s
manuscripts are archived.
This email can be found within Misc. Event-Driven E-Mails and is user-centric since one digest can point to conversations on
many documents. Therefore, it will not appear in a manuscript’s audit trail.

New Email Tag, ##UNREAD_CONVERSATIONS_LIST##This new tag displays ##DOCUMENT_NO##, ##DOCUMENT_TITLE##, and ##CONVERSATION_TITLE##. It will repeat as newrows for all unread (a.k.a. “unviewed”) conversations.

New Email Tag, ##GO_TO_UNREAD_CONVERSATIONS_QUEUE##
This tag will create a deep link to the user/participant’s unread conversation queue, after signing in.

Conversation Tool - New Admin Queue, “Manuscripts with New Posts”
Clicking on this link will display a queue with manuscripts that have new posts since the user last viewed the conversation forthat manuscript. For consistency with the feature, “Active” was changed to “Open”.
Note: This link needs to be configured on in the Dashboard configuration by your Client Solution Services representative.

OLD

NEW

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Conversation Tool – Cognos Reporting
A new subtopic called "Conversations" will be added to the Peer Review Detail, between Custom Questions and Companion
Papers. New data elements:
Conversation NameConversation Status



Conversation Original Open DateConversation Final Close Date

# of Posts–

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Conversation Tool – DTD Export
In the ScholarOne DTD, conversations will export as an optional element called <conversations> directly after the<fundref_information> element.

Example:<conversations ><conversation conversation_name='scope fit' conversation_status='closed' orig_open_date='2018-01-31
01:10:24.24' final_closed_date='2018-04-31 01:10:24.24'><post seq="1"><post_author>Jane Doe</post_author><post_date>2018-02-04 01:10:24.24</post_date><post_content>This article does not fit our journal</post_content></post></conversation></conversations>

Notes:


Posts hidden by the conversation Moderator will still display in the ScholarOne DTD.

Each post will have an attribute indicating if the post was hidden by the Conversation Moderator.

Document-Based Tags on Proof
Journals will now have the option to add Custom Question responses to the second page of the manuscript proof via an RTF
upload utilizing existing document-based tags.

From Submission Configuration,

Include Text and Document-based Tags in the RTF file.

Mark the checkbox, Choose File, and Upload.

When activated, the RTF questions will appear on the second page of the proof.



If a question is not responded to by the submitting user, No Data Available will appear.

navigate to the Proof section.

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Examples:RFT Input Value
1.

Manuscript Type: ##CUST_MANUSCRIPT_TYPE##

Reviewers & Editors
1. How many Reviewers would you like to have?:##CUST_HOW_MANY_REVIEWERS_WOULD_YOU_LIKE_TO_HAVE##

2.

How many Editors would you like to have?:

3.

##CUST_HOW_MANY_EDITORS_WOULD_YOU_LIKE_TO_HAVE##
Please select Reviewers: ##CUST_PLEASE_SELECT_REVIEWERS##

Details & Comments
1. Number of Black & White Figures:##CUST_NUMBER_OF_BLACK_&_WHITE_IMAGES##

2.

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Proof Output
1.

Manuscript Type: Original Article

Reviewers & Editors
1. How many Reviewers would you like tohave?: I would like to have 1 Reviewer.
2.

How many Editors would you like tohave?: I would like to have 1 Editor.

3.

Please select Reviewers: No data
available

Details & Comments
1. Number of Black & White Figures: 0
2. Number of Tables: 2

Number of Tables: ##CUST_NUMBER_OF_TABLES##GDPR Admin Removal
A Remove this Person (GDPR) link has been added to the Account Information tab of the Person Details pop up. The link will
only appear if the following conditions are met:

The User must have Author and Reviewer roles only.



The User has no pending submissions. Submissions
must be decisioned.



The User has no pending reviewer assignments.
Reviews must be reassigned or submitted.

On click an alert will be called warning the action may not be reversed by ScholarOne.

Acceptance of the alert GDPR removes the account.

Broadcast Email ChangeWith v4.24 Broadcast Email Searches will exclude users who have opted out of the Marketing Emails question on the User ID / Password
step of account creation.

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Publons: Credit for Completed Reviews
Publons allows academics to track, verify, and showcase their peer review and academic contributions for journals.
ScholarOne is expanding Publons functionality by adding the ability for users to seek credit for historical reviews alreadycompleted.
A new queue is being added to the Review Center called Reviews Pending
Publons Credit.
oTo receive credit, select the checkbox next to the appropriate
manuscript and then Get Publons Credit.

o

A success message will confirm the transfer of data to Publons.

Important Note: This queue will only appear for those clients using the official Publons question (will not appear for thoseclients using the older custom question model). Changing from the custom question to the official Publons question willchange your DTD output. To request this change please contact our Customer Care team at ts.mcsupport@clarivate.com.

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Ringgold Updates
Ringgold Improved SearchWith 4.24, ScholarOne is thrilled to release an updated Ringgold search tool. Gone are the days where users struggled to findtheir institution in the Ringgold database. Improved algorithms, filters, and search dynamics mean that users will findinstitutions in the Ringgold database with greater ease.

Ringgold Connection Alert
A Ringgold ID is a unique identifier applied to organizations to facilitate the management of institutional affiliations. In
release 4.24, we will begin to alert users when their institution is not connected to a Ringgold ID.
A warning icon will appear next to any institution not connected to Ringgold.



An institution that is not connected to Ringgold will not prevent submission.

On hover, the warning icon will display a tool tip advising “This institution is not connected to Ringgold. Visit our FAQ
on why a Ringgold connected institution is important.”To remove the warning icon a user only needs to edit their account and choose a Ringgold connected Institution.

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Update to Conflict Alerts in Advanced Reviewer Search
In v4.24 ScholarOne Manuscripts will make updates to the conflict of interest alerting available in the Advanced Research
Search. Up to this point, the Advanced Search has triggered a conflict of interest warning if a reviewer in the search results
shared an institution or postal code with the corresponding author of the paper. Based on client feedback we will be making a
few changes to this alert logic to provide more meaningful information to our users.


After the 4.24 release, the conflict of interest alert will be added to reviewer results which share an institutional or
postal code with any of the authors on the submission, not just the corresponding author.



Matches based on a postal code in the United States will only require the first 5 digits to trigger an alert, ignoring the“plus-four code”.

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Publons Reviewer Connect
The ScholarOne Manuscripts v4.24 release will integrate Publons Reviewer Connect directly into the reviewer invitation workflow, making iteasier than ever to find, screen and connect with well-qualified reviewers.
Seamlessly integrated like ScholarOne’s existing Reviewer Locator service, Publons Reviewer Connect is the next leap forward for connecting
journals with knowledgeable, engaged peer reviewers. Every search looks at over 10 million authors from the Web of Science Core
Collection citation indexes and Publons' exclusive peer review database. Delivering up to 30 precise recommendations, you can easily see a
reviewer’s publications, peer reviews and availability. Desired reviewers can quickly be added to a manuscript’s reviewer invitation list.
Publons Reviewer Connect will give journal the option to customize the search period to 3, 4 or 5 years depending on preference allowing
each journal to align the search criteria with the pace of research in their respective field.

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Each set of results in ScholarOne will be linked directly the Publons’ platform so users can quickly see additional information on thereviewer’s Publons profile or additional search details. This new integration will also flag reviewers with potential conflicts created by priorco-authorship which can easily be invested.

If you are interested in the benefits of Publons Reviewer Connect, please contact your ScholarOne Relationship Manager for more
information.