Configuration Audit. Betsy Hopkins Client Services Project Manager
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2 Configuration Audit Betsy Hopkins Client Services Project Manager
3 Agenda Audits: What it is and why you want it Audits: The Process Audits: Top things you can look at now Audits: How to get one Additional Resources
4 What the Audit Is And Why You Want It!
5 Audits What it is An Aries Client Services staff member reviews your site Based on conversation with you, we identify features you may find useful We don t make any configuration changes, but we offer tips and suggestions to assist you in getting the most out of EM/PM Why you want it Established publications may overlook new features that would be useful Newer publications may be more open to adapting workflows after using EM for a few months It never hurts to have a second set of eyes to help you improve!
6 The Process How we go about the audit of your publication
7 Process Publisher identifies the Publication Intro call held with key publication staff: minutes In-depth interview (1 hour) held with the Managing Editor or the most detailed person and Aries staff Currently, Dianne Gullo Senior Account Coordinator 12+ years with Aries
8 Process Following the call, a questionnaire is sent to gather some final data Is there information you d like to collect that you don t currently collect Are there daily tasks that you d like to change A clone of your site is made Dianne then does a full review of the cloned site, looking for areas for improvement Approximately 3-4 weeks later, a report is delivered with our findings and recommendations You can make any adjustments in the cloned site for your own testing!
9 Sample
10 Top Things Some of the Commonly Seen Areas to Improve
11 Update Banner Links Check your links regularly! Update these links here: PolicyManager à Edit Banner URLs
12 Update Banner Links
13 Update Main Pages Check your links regularly! Updates instructions Review the information Contact your Account Coordinator for assistance
14 Check Your Letters! Recent security updates in Editorial Manager changed the %PASSWORD% merge field functionality Check the wording on your letters for accuracy
15 Check Your Letters! Update letters here: PolicyManager à and Letter Policies à Edit Lettersà Select the letter
16 Update Merge Fields Search View description
17 Custom Merge Fields
18 Custom Merge Fields Use Custom Merge Fields for frequently updated information Add Images that display in HTML letters
19 Custom Merge Fields Create Custom Merge Fields here: PolicyManager à and Letter Policies à Define Custom Merge Fields
20 Update Submission Instructions New Submission Interface available in version 14.1 New Submission Interface will be turned on for everybody with 15.0 updgrade Update your Submission Instructions now!
21 Update Submission Instructions Instruction fields can be customized
22 Update Submission Instructions Configure New Instructions: PolicyManager à Submission Policies à Edit Manuscript Submission Instructions Review Old Instructions: PolicyManager à Submission Policies à Edit Legacy Manuscript Submission Instructions
23 External File Type Think about the URL feature for larger file sets Set to Optional or Required
24 External File Type Configure here: PolicyManager à Submission Policies à Edit Submission Items
25 Author and Submission Questionnaires Submission Questionnaire: Displayed only to Author when submitting manuscript Author Questionnaire: Displayed to Author when submitting manuscript Also displayed to Co-Authors when using Co-Author Verification Gather information from Authors that can be used for reporting
26 Author and Submission Questionnaires Displayed on Additional Information Submission step Questions can request answers in many forms
27 Questionnaires Text Date Integer Decimal Notes Lists
28 Author and Submission Questionnaires Drop Down List Checkbox List Radio Button List Selector Box List
29 Questionnaires Follow-on Questions You can also configure a follow-on question, or series of questions Q 1 Q 2
30 Q 1 Q 2 Q 3
31 Author and Submission Questionnaires Configure Questions: PolicyManager à Questionnaire Policies à Create Custom Questions
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34 Author and Submission Questionnaires Configure Questions: PolicyManager à Questionnaire Policies à Create Questionnaires
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36 Author and Submission Questionnaires Configure Questions: PolicyManager à Submission Policies à Edit Article Type
37 CRediT Contributor Roles
38 Enable the feature here: PolicyManager à Configure Contributor Roles
39 CRediT Contributor Roles Configure it to Display : PolicyManager à Set Other Author Parameters
40 CRediT Contributor Roles Configure it as Optional or Required for Article Types: PolicyManager à Configure Article Types
41 Capture Funding Information Collect grant funding information from your Authors Funding Institution Names are standardized using the CrossRef Open Funder Registry
42 Capture Funding Information Configure the feature here: PolicyManager à Submission Policies à Edit Article Types Set as Optional or Required
43 Editor Chains and Alternates Assign multiple Editors at the same time Create chain templates and associate them with different Article Types
44 Editor Chains and Alternates Swap Editors mid-chain by clicking Unassign Editor link
45 Editor Chains and Alternates Enable the feature here: PolicyManager à Define Editor Assignment Chain Templates
46 Editor Chains and Alternates Enable the feature here: PolicyManager à Edit Article Types
47 Detailed People Notes Allow Editors to use Detailed People Notes for further information on when a note was added and who added it
48 Detailed People Notes Choose to display at the top of the People Update Information page
49 Detailed People Notes View Detailed People notes when inviting Reviewers (must have Detailed People Notes available as Search Criterion in RoleManager)
50 Detailed People Notes View Detailed People notes when inviting Reviewers (must have Detailed People Notes available as Search Criterion in RoleManager)
51 Detailed People Notes Enable permission here: RoleManager à Select Editor Role à Viewing and Editing People Data section Enable in Reviewer Search here: RoleManager à Select Editor Role à Reviewer Search Criterion
52 Detailed People Notes People Sharing Publications in a People-Sharing Group can share Detailed People Notes When shared, notes can be filtered by publication
53 Detailed People Notes People Sharing Enable the feature here: RoleManager à Select Editor Role à Viewing and Editing People Data section
54 Custom Review Questions More useful than Manuscript Rating Questions Gather information for Reporting Display on Editor Form Can be included in merge fields
55 Custom Review Questions
56 Custom Review Questions Create/Edit Custom Review Questions Create/Edit Review Forms Match Review Forms to Article Types and Reviewer Roles Configure the feature here: PolicyManager à Reviewer and Editor Form Policies à Reviewer Recommendation Policies section
57 Instructions for Reviewers Customize the instructions Display on the page or as a popup
58 Instructions for Reviewers
59 Add External Correspondence Add external correspondence to History Can be a record of a phone call
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61 Add External Correspondence Configure permission: RoleManager à Select Editor Roleà General Searching and Viewing
62 Create an Drop Box Creates an address for use by Editors Be selective who gets this address When configured, correspondence sent from EM (related to a submission) will have an EMID WHAT IS AN EMID? Used to link external to EM submission Must have EMID in subject line to be properly ingested
63 Create an Drop Box Configure Drop Box Address here: PolicyManager à and Letter Policies à Configure Import
64 Create an Drop Box
65 Similarity Check Similarity Check powered by ithenticate from CrossRef Configure files to automatically go to ithenticate for similarity check (based on Article Type configuration): On Initial Submission On First Revision On Final Disposition of Accept View results from folders such as: New Submissions Revised Submissions
66 Similarity Check
67 Similarity Check NOTE: You do need an account with CrossRef before this feature can be enabled. Configure Similarity Score for your publication Configure any role permission to view Configure the feature here: PolicyManager à Submission Policies à Configure Similarity Check
68 Search Submissions Publisher Role Allow Publisher Roles to Search Submissions Added by popular demand, so make sure you take advantage of it!
69 Search Submissions Publisher Role Enable the feature here: RoleManager à Select Publisher Role à Search Submissions
70 How do you get one? Contact your Account Coordinator Contact your Account Manager Speak with one of us here
71 Resources Available for Reference Release Notes and Release Digests EM Help ager_help_system.htm Or from Help link on EM Banner updated with each release Aries Video Library Your Aries Account Coordinator
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