Configure Article Types

Every submission made to the EM system must be identified by Article Type. Each Article Type has its own unique set of rules and requirements. Each publication configures its set of Article Types (such as Original Study, Editorial, Letter to the Editor, etc.) and defines the parameters for each one. Article Type functionality allows customization by Article Type of: Author (and Co-author) parameters, Reviewer parameters, submission metadata, and Submission Items.

During the submission process, Authors are presented with a set of Article Types to choose from. Once the Author selects the Article Type, submission and editorial review processes are guided by the parameters defined for that Article Type.

For additional information, see the video on Article Type configuration.

To configure:

Submission Item Types must be defined first, so that they may be associated with Article Types. For details, see Define Submission Item Types.

To configure Article Types, go to PolicyManager > Submission Policies >Edit Article Types.

The Edit Article Types page displays the publication's master list of configured Article Types. The order here is reflected in the drop-down list presented to users during submission. To reorder the list, enter the preferred numbered order in the boxes in the Order column and click the Update Item Order button. Article Types may be hidden (deactivated and no longer available for new manuscripts); hidden items appear in italics at the bottom of the list.

An Edit Multiple Article Types button appears on this page. This feature allows a system administrator to apply the same change(s) to two or more Article Types at the same time. For details, see Edit Multiple Article Types.

A selection of pre-configured Article Types is included on this page; these can be copied and/or edited by clicking the applicable link next to the Article Type. Or, click the Add button to create a new Article Type. Either action opens the Add/Edit Article Type page.

The Add/Edit Article Type page includes many settings. Core settings are addressed in full below. Other settings are described in linked Help articles.

Article Type: Enter a name for the Article Type.

Family: Select from the drop-down list. For details, see Article Type Families.

Invited: Selecting this checkbox designates an Article Type as one that can be selected by an Author who has been invited to submit a manuscript. Any Article Type with this box checked only appears in the submission interface when the Author has been invited to submit a paper. For more on Invited Article Types, see Configure Article Types for Invited Submissions.

Editor Use Only: Available for Regular Article Types or Conference Submissions. Check the box to define an Article Type for use by an Editor or Publisher.

For Author submissions: This Article Type is not displayed in the Author submission process drop-down list. Editors/Publishers may at times want to change the Article Type initially selected by the Author to one that the Author cannot change, e.g., to change the type to a special Fast-Track Article Type. If a submission of the "Editor Use Only" Article Type is returned to the Author, e.g., for revision, the Author cannot change the Article Type.
For Editor submissions: This Article Type appears in Editor/Publisher drop-down lists marked with an asterisk (*). For details, see Allow Editors to Submit Manuscripts.

Hide: Selecting this checkbox makes an Article Type unavailable for future submissions. (Deactivated Article Types appear grayed-out on the main Edit Article Types page.)

Custom Metadata ID: Enter the ID in the text box or use the Select Custom Metadata ID link to choose. For details, see Define Custom Metadata IDs.

Allow file uploads from arXiv.org server: Check the box to allow Authors to upload files directly from arXiv. For details, see Allow File Uploads from arXiv.

Manuscript Analysis Services: This section lists all analysis services enabled for a publication. Use the checkboxes next to each service to select the workflow events to trigger the system to send an analysis package automatically to the service. For details, see Configure Use of Manuscript Analysis Service.

Duplicate Submission Check: Check the box to enable an EM-system comparison of a new submission to previously submitted manuscripts. For details, see Prevent Duplicate Submissions.

Consortium-funded Open Access: Check the box to make this Article Type eligible for consortium-funded Open Access publication under a Read & Publish agreement. For details, see Configure Read & Publish Processing.

Author Parameters: These settings dictate what is required from Authors and the timing of due dates.

Number of day Author has to revise submission. Choose one of two options. Enter number of days (whole number). For more information, see Configurations for different types of revisions.
Authenticated ORCID iD request: Select Required, Optional, or Hidden for new submission and revised submission. For more information, see Request ORCID Personal Identifiers.
Authors must suggest Reviewers: Enter a minimum number. (For use with Suggest Reviewers setting in Article Type parameters, see below.) Default is 0.

Co-author Parameters: These settings dictate what is requested from Co-authors.

Register/Verify Other Authors: Default setting is Corresponding Author only. If a setting to require Co-authors to register/verify is chosen, a sub-setting is enabled: Display Author Questionnaire to Co-authors. Check the box to present the questionnaire. (The same Author questionnaire configured to be presented to the Corresponding Author will be presented to Co-authors when they register/verify.)
Authenticated ORCID iD request: Select Optional or Hidden.

All Authors Parameters

Contributor Roles: Select Optional (default) or Required. This setting allows a Corresponding Author to enter contributor role information. See Configure Contributor Roles.
Add Collaborative Author Groups: Select Hidden (default) or Optional. When set to Optional, Corresponding Authors may manually enter Collaborative Author Group names as additional authors.

Author Invitation Parameters: For use with invited submissions. For details see Configure Article Types for Invited Submissions.

Editor Parameters

Editor Assignment Chain Template: Use the drop-down list to select a template to allow the entire chain of Editors to be assigned in one action, rather than just the first Editor. For details, see Configure Unassign Editor or Replace Editor (Modify Editor Chain).
Technical Check: Use the drop-down lists to select technical checklists for new and revised submissions. For details, see Configure Technical Check.

Reviewer Parameters: These settings dictate thresholds in the review process. For details, see Configure Reviewer Parameters.

PDF Cover Page Layout: Select Editor/Author, Reviewer, and Auxiliary versions from the drop-down lists of configured cover page layouts. For details, see Customize System PDF Files.

Article Type Parameters: These settings dictate what information is requested during new submissions and revised submissions. Select settings from the drop-down lists: Required (the field is presented and must be filled in to complete the submission process), Optional (the field is presented, but not required), Hidden (the field is not presented).

Secondary Full Title, Secondary Short Title, Secondary Abstract, Secondary Keywords fields allow a user to enter this information in an additional character set/language.
Funding information: For details, see Request Funding Information.
Section/Category: For details, see Configure Use of Sections/Categories.
Submit Abstract: For details, see Request Abstract.
Enter Keywords, Enter Secondary Keywords, and Select Classifications: For details, see Classifications and Keywords.
Additional Information: Designate Submission Questionnaire and/or Author Questionnaire. For details, see Questionnaires.
Enter Comments: For details, see Enable Comments Field.
Suggest Reviewers, Oppose Reviewers, and Respond to Reviewers: For details, see Request Author's Reviewer Preferences and Responses.
Request Editor: This setting allows Authors to ask that a particular Editor be assigned to the submission (on new and/or revised submissions). For details, see Configure "Request Editor" Option.
Region of Origin: For details, see Manuscript Geographic Region of Origin settings.
Waiver Request: For details, see Configure Waiver Request Processing.

Field Size Limitations: Character or word limits can be placed on Title, Short Title, Abstract, Comments, and Waiver Request fields; enter the number and indicate words/characters. A maximum number limit can be placed on Authors and Keywords; enter the number. A minimum and maximum number limit can be placed on Classifications; enter the number(s). Leave the fields blank for no limits.

Final Disposition: Check the box to automatically set Final Disposition to Reject when the Author is notified of the Decision terms highlighted in the list. Highlight applicable terms.

Submission Item Parameters: These settings dictate what Submission Item Types are presented to the Author in the drop-down list during the Attach Files step of the submission process, whether items are requested/required for new submissions and/or revisions, and how items are handled. All must be set separately for new and revised submissions. For details, see Define Submission Item Types.

Primary Manuscript File: Select for both new and revised submissions the Submission Item to serve as the primary manuscript file. This is the file to be uploaded first in the submission process and examined by the system for extraction of submission-related metadata (Once selected, the system automatically sets this Submission Item as required for submission and not eligible for off-line submission.) For details, see Automatic Metadata Extraction.
1. Exclude PDFs from metadata extraction. Checking the box means the system will not examine PDFs for metadata extraction.
2. Do not extract Co-author metadata: Checking the box means the system will ignore Co-author metadata during the extraction process.
For each configured Submission Item Type (Manuscript, Figure, etc.) indicate the following:
1. Required for Submission: Select Required, Optional, or Hidden for both new and revised submission.
2. Allow Offline Submission: Select Required, Optional, or Hidden for both new and revised submission.
3. Exclude from Reviewer PDF (applies to both new and revised submissions): Checking the box means the item is not included in the Reviewer PDF; unchecking the box means the item is included.
4. Exclude from Auxiliary PDF (applies to both new and revised submissions): Checking the box means the item is not included in the Axuiliary PDF; unchecking the box means the item is included. This setting is active only when an Auxilary PDF is configured in PDF Cover Page Layout section (above).
5. Publisher gets file (for both new and revised submissions): Checking the box means the Publisher does receive the item file.

Note: Additional settings may appear on this page if the publication has additional functionality (e.g., Similarity Check, ProduXion Manager) enabled. Settings for those features are described in their related Help articles.