Configure Personal Identifiers

Personal identifiers provide authors with a unique, centrally registered identifier code. Five personal identifier fields are available to display on the Registration page, Update People Information page, and Expedited Reviewer Login page. Additionally, these personal identifiers can be included on the transmittal form as Author and Co-Author metadata.

Publications may choose any or all of these identifiers to display at the bottom of the Personal Information section of the Registration and Update My Information pages and/or on the Expedited Reviewer Login page. Custom instructions for users (e.g., where individuals can register for the identifiers) can also be configured. Personal identifier fields can be shown as optional or required; when required, the label appears in red text with an asterisk (*).

When these fields are enabled, the system checks entered data against existing IDs in People records to ensure against duplicate entries.

Using ORCID identifiers provides additional options. See: ORCID.

TO CONFIGURE:

Go to PolicyManager > Registration and Login Policies > Edit Registration Fields.

  1. Check the appropriate boxes next to each Personal Identifier.
    • Required: Information must be provided for user registration.
    • Hidden: Field will not display on the registration form.
    • Leaving both boxes unchecked, displays the field as optional.
  2. When finished, click Submit.

To display personal identifiers for the Corresponding Author on transmittal forms, go to PolicyManager > Transmittal Policies > Select Corresponding Author Metadata Fields.

  1. Check the box next to any of the personal identifiers to make them available on the transmittal form.
  2. When finished, click Save.

(Selected identifiers also merge into the %TRANSMITTAL_FORM% merge field.)

To display personal identifiers for Co-authors, go to PolicyManager > Transmittal Policies > Select Co-Author Metadata Fields.

  1. Check the box next to applicable identifiers.
  2. When finished, click Save.

Custom instructions for personal identifiers may be included. For configuration details, see Customize Registration Instructions.

 

 

 

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