The Author grants permission for ORCID to push their information to EM registration. If the data are available and not set to private in the ORCID record, the following fields will be populated in EM: Given/First Name Family/Last Name E-mail Address Position Institution Department City State or Province Country Keywords (if configured as a Registration Field) Corresponding Authors can be required to have an authenticated record before they can submit, which must be configured in PolicyManager. Login with ORCID Click on LOGIN on the navigation banner to reach the Editorial Manager Log-In screen (see below). Some publications have the log-in screen on main page. Enter the assigned username and password into the appropriate fields. Underneath the username and password are four buttons labeled as shown Each box represents one of the four role families that EM uses to define the different levels of activity and permissions available to people associated with the publication. Select Editor Login to be brought to the editor main menu. Each role family will provide the end user with a menu that covers permitted activity on the publication. It is possible for one user to have a role from each of the four families. By default, every user has the role of Author, which is the only role within the Author family. Each user has only one username and password, which is required to access different role menus. Role Families and Copying Existing Roles during Configuration It is important to note that existing roles may be copied when configuring user roles. It is possible to modify the permissions for new roles rather than starting from scratch in configuring roles. A ‘Copy’ link appears next to each role in RoleManager. The following configured settings are copied to the new Editor role: Letters in ActionManager, Editor Form configuration, Bibliographic Searches, Shared Searches, Production Tracking assignment capabilities (both Production Tasks and Schedule Group Tasks). In addition to copying roles, it is also possible to copy Article Types. A ‘Copy’ link appears for each Article Type and when an existing Article Type is copied, the new Article Type is automatically set to ‘Hidden’ and the following settings are transferred to the new Article Type:
The list of available Classifications is displayed on the left side. There is an option to ‘Expand All’. This will display all sublevels of Classifications below each main Classification heading. Check the box by the side of the classification and click ‘Select’. To remove a Classification from a user record, check the box on the right hand side and click ‘Remove’. Select Personal Keywords To add personal keywords to a record, click on ‘Edit Personal Keywords’. The following menu will be displayed: the new Keyword into the available field and click ‘Add’. The new Keyword will be displayed. To change the Keyword, click on ‘Edit’ next to the Keyword that should be changed. The following menu will be displayed. Enter the new value and click ‘Change’. People URLs Can Be Part of a People Record People URLs can be entered in a user’s People Record. These are available from the ‘People Information’ page, and from the ‘Select Reviewer’ pages. There are three fields that can be populated with URLs. These URLs will display as active links that will open in a new browser window when clicked. These People URLs can be populated in two ways: 1) by data import during implementation; or 2) by manual input by the Editorial Office or Editor on the ‘Update Information’ page. These fields CANNOT be populated from the ‘Registration’ page, or from the ‘Update My Information’ page. When entering a URL, the full URL must be entered (i.e., must start with http://…). Registration Questions EM allows users to require answers to specific questions at the time of Registration. If journal-specific questions have been configured, the question and response will appear. Red asterisk indicates a response is required to complete registration. Beginning in version 15.0, there is a forced registration question to acknowledge privacy policies in compliance with the European Union's General Data Protection Regulation (https://gdpr-info.eu/). Example of Registration Questions Alternate Contact Information EM allows users to add Alternate Contact Information to their record. A separate menu will be displayed when the ‘Alternate Contact Information’ is clicked.
On the ‘Discussions’ page, participants can: Post a Comment – Notification of the comment will be sent automatically to the discussion initiator if a notification letter is selected on the Configure Discussion Forum Settings page in PolicyManager. View all other participants’ comments. On the ‘Discussions’ page, the initiator of the discussion or an Editor with Manage Discussions permission can: Post a comment View all participant comments Modify participant access to ‘View Reviews and Comments’ and ‘Download Files’ Remind a participant to post a comment (Send E-mail link) Add more participants to the discussion Conclude the discussion for the Submission. Once a discussion has been concluded, it no longer appears in the ‘Submissions with Active Discussions’ folder. However, all participants and the initiator have continued visibility to the entire discussion thread on the ‘Discussions’ page via ‘Details’, even after the discussion is closed. Re-open (initiate) a concluded discussion to continue the previous discussion or start another discussion for a new topic Editors with proper permission can also manage flags directly from the ‘Discussions’ page Note: The ‘View/Print All’ button is located on the ‘Discussions’ page to allow users to view all expanded posts. This also allows users to print the entire discussion, if desired. E-mail Letters can be configured to be sent for the following activities: An Editor is asked to join a discussion: Upon inviting Editors, the initiator has the opportunity to send out letters. A default letter may be selected in PolicyManager. A comment is posted: Each time a comment is posted by a participant, e-mail letters may be configured to be sent either to the discussion initiator only or to every active participant depending on the configuration of a journal by its administrators. A Submission can have only one discussion associated with it. If an Editor wishes to initiate a second discussion (i.e., another topic) for a particular Submission after the initial discussion has been concluded, the discussion can be re-opened with a different comment, and additional participants (or the same participants) can be invited to participate in the discussion. All of the comments and posts are stored in a single ‘stream’ for that Submission, providing complete visibility to all comments in a single location. Concluded discussion