Classifications and keywords enable the system to help match Editors and Reviewers to new submissions.
A publication-created list of keyword terms, called classifications in EM, can be used to identify individuals' areas of expertise. The same list of classifications can be used by Authors to categorize a manuscript during the submission process.
In addition, Authors and other users may be given the opportunity to enter keywords in free-format text fields. Keywords may be requested related to a submission and/or to a user record.
The EM classification schema contains a hierarchical numbering structure with levels separated by a decimal point. The schema uses whole numbers to identify major classification terms (e.g., 1 = Surgery, 13 = Economics, 654 = Administration). Minor classification terms use the whole number of their parent major classification followed by a decimal point and their identifying digits. Each level of sub-classification continues this structure (e.g., major: 1 = Surgery; minor: 1.100 = Surgery – laser; sub-classification: 1.100.40 = Surgery – laser – current practice).
A pre-existing classification list can be imported into EM, or, using this numbering schema, a publication can design its own classification system of major, minor, and sub-classifications. The only restriction is that classification numbers must be fewer than 256 characters.
Classification lists may be displayed alphabetically or numerically.
To import a pre-existing classification list into EM, contact your Aries Account Coordinator.
To enter classifications manually, go to PolicyManager > Submission Policies > Edit Classifications.
To add a new classification (of any level), click the Add Classification button. This opens the Add Classification page.
Classification Number: Enter the full classification number (e.g., 10.100.020.001 for a fourth-level classification).
Classification Description: Enter the classification description.
When finished, click Submit to returne to the Edit Classifications page.
Existing classifications can be edited by clicking the Edit link next to the classification. These classifications can be retired from the active liste by checking the Hide box on the Edit Classifications page.
Classifications that have not been used can be removed by clicking the Remove link.
Each classification term must have an identifying number. These numbers keep the terms organized within the hierarchy. Consider using 10, 20, and 30 as the major classification numbers (rather than 1, 2, and 3), because this allows the insertion of additional classification terms between existing terms later, if needed.
To configure how classifications are displayed to users during the submission process and how users may select classifications, go to PolicyManager >Submission Policies > Set Classifications Display Policy.
During the submission of a manuscript, an Author can provide keywords and classification information about the submission's subject matter. The Author is presented with the Select Submission Classifications pop-up window, which displays the publication's configured list of classification terms (as described above).
The Keywords and Classifications steps in the submission process are configurable by Article Type.
Go to PolicyManager > Submission Policies > Edit Article Type. Click the Edit link next to the applicable Article Type. On the Edit Article Type page, go to Article Type Parameters section. Set these three configurations:
All three must be set for new and revised submissions. Select the desired setting from the drop-down lists:
If set to Optional or Required, the number of classifications can be defined in the Field Size Limitations section. A minimum number can be defined when the setting is Required; a maximum can be defined when the setting is Required or Optional. Enter the number in the appropriate field.
When finished, click Submit.
When submitting a manuscript, Authors may select from the publication's configured list of classifications to assist in defining the topic area of the paper. Editors (with proper permission) may modify the selected list, perhaps to assist in searching for suitable Reviewers for the submission.
An Action link, Classifications, appears in a number of submission folders on the Editor's main menu. Clicking the link opens the Classifications pop-up window for the submission. Any selected classifications display in the box on the right side of the window. The Editor may add classifications to the list or remove classifications that are not considered appropriate for the paper.
Go to RoleManager > Editor Role. Select the appropriate Editor role and click Edit. On the Edit Role Definition page, go to the Edit Submission section, check the box next to the permission, Assign Manuscript Classifications. When finished, click Submit.
Publications can ask users to enter free-form personal keywords and/or select from the configured list of personal classifications in the Areas of Interest or Expertise section on the registration page. A text field is displayed for keyword entry, and a button in this section opens the Select Personal Classifications pop-up, which displays the publication's configured list of classification terms (as described above).
A deep-link merge field (%UPDATE_CLASSIFICATIONS_KEYWORDS_DEEP_LINK%) is available for use in all letters. This merge field inserts a link that takes users directly to the page to update their personal keywords and/or classifications.
Once a user provides keywords and classifications, these are displayed on the user's People Information page. Users can modify this data via the Update My Information page.
Editorial staff may use the classifications feature, even if the publication opts not to request personal keyword and classification information from users. Authorized Editors can enter classification information in the Areas of Interest or Expertise section of the Search People – Update Information page. This allows the publication to maintain information about users (e.g., Reviewers) and their areas of expertise that cannot be changed by those users.
Go to PolicyManager > Registration and Login Policies > Edit Registration Fields. In the Classification and Keywords section, select the applicable radio button to set each option (Select Personal Classifications, Enter Personal Keywords):
If the setting is Required, additional options for minimum and maximum number of entries can be defined. When finished, click Submit.
See the related article on Customize Registration Instructions.
To configure the deep-link merge field, to to PolicyManager > Registration and Login Policies > Classifications and Keywords Deep Link Policy.
To keep the link active indefinitely, do not check either box. If both boxes are checked (and numbers entered), the link expires when the first criterion is met.
The deep-link merge field may be included in any letter. For details on letter configuration, see Create Letters.
Users can also be requested or required to rank their levels of personal expertise for each classification they have selected (i.e., indicate the subject areas in which they are most knowledgeable and/or interested). Classification rankings appear on a user's People Information page (accessible from numerous EM pages, including Reviewer selection pages and the Assign Editor page, by clicking the user's name). Both publication staff and individual users have the ability to select rankings.
After providing information Select Personal Classifications popup window, the user clicks a button to continue to the ranking page, where expertise in each classification can be identified as Low, Medium, or High. The ranking page can also be accessed from the Update My Information page.
Publications can require that users with specific Reviewer and/or Editor roles must rank their classifications for use in identifying matches when searching for Reviewers or Editors.
Go to PolicyManager > General Policies > Configure Personal Classification Rankings.
To return to previous page click ALT + left arrow