Configure "Request Editor" Option

During the submission process, Authors may be given the option to request that a particular Editor be assigned to their submission. This can facilitate the assignment of submissions.

The Author's request is displayed on the Assign Editor page and on the submission's Details page (if configured to appear). The editorial office can view the request and take it under advisement when assigning an Editor.

Alternatively, if the publication uses the Direct-to-Editor feature, the submission is sent to the selected Editor's Direct-to-Editor folder.

The publication must designate the Editor roles to display in the list of the Request Editor submission step. Editors may be listed by Role title (as it appears in RoleManager), by Name (as it appears on the Search People – Update Information page), by Description (as it appears in the Editor Description field on the Search People – Update Information page), or any combination of these three.

For example:

Emily Evening, Editor (Europe)

[Name], [RoleManager Role] ([Editor Description field])

To Configure:

To configure the editor list, go to PolicyManager > Submission Policies > Set Request or Assign Editor Display Options.

Check the box next to the Editor role(s) to make available for Authors to request.
Use the drop-down list to select the combination of information (Editor name, role, description) to display in the submission interface.
When finished, click Submit.

To enter Editor descriptions, go to each Editor's Search People – Update Information page. Enter text in the Editor Description text box and click Submit. For additional information, see Editor Description Field.

To present the Request Editor submission step, go to PolicyManager > Submission Policies > Edit Article Types.

Select the Article Type to configure and click the Edit link.
On the Edit Article Type page go to the Article Type Parameters section.
Set "Request Editor" Preferences: Select settings from the drop-down list for both new and revised submissions:
1. Optional (the Author may request an Editor)
2. Required (the Author must request an Editor to complete submission). Select this option if using the Direct-to-Editor feature.
3. Hidden (the step is not displayed in the interface).
When finished, click Submit.

A submission will default to the New Submissions Requiring Assignments folder if an automatic Editor Assignment is not available (e.g., the Request Editor option is not mandatory, and the Author does not select an Editor during the Request Editor submission step.).

For details on Article Type configuration, see Configure Article Types.

Note: The list of editors is not configurable by Article Type. The same list appears for all Article Types that do not hide this step.

Editors requested by Authors may be included on custom Details pages. See Configure Details Page.

For related information, see:

Direct-to-Editor Feature