Define Custom Metadata IDs

Custom metadata IDs identify the associated metadata when a submission is transmitted, transferred, or imported. The custom IDs can be created by a publication to uniquely identify these metadata related to submissions:

Additional Manuscript Details (AMD)
Additional Schedule Group Details (ASGD)
Article Types
Custom Questions
Submission Item Types

A publication can create custom metadata IDs that are easy to identify for its staff. Naming conventions must adhere to these rules:

Each custom metadata ID name must be unique within the scope of the publication.
The name must not be more than 128 characters long.
The name must be a valid XML name: begin with a letter and contain only letters (A-Z, a-z), numbers (0-9), period character (.), dash character (-), underscore character (_)and any characters in the Unicode ranges, [#x300-#x036F] and [#x203F-#x2040].

To configure:

Go to PolicyManager > General Policies > Define Custom Metadata IDs.

The Define Custom Metadata IDs page displays the list of defined IDs. IDs can be added and edited via this page. All defined custom metadata IDs appear on this master list. Custom metadata IDs associated with items that have been hidden appear in a separate list below the main list.

The list can be filtered by choosing a custom metadata type from the drop-down list. When filtered, only the IDs of the filter type appear on the page.

The Re-order by ID button sorts the list into alphabetical order by ID name and displays all IDs. The list can also be reordered by using the grip tool () to drag and drop an ID to a new position in the list.

The order of items on this page is the order they appear on the pages used to associate the IDs with items.

To create a new ID:

Click the Add Another Custom Metadata ID link to open a pop-up window.
Enter the Custom Metadata ID name and Description (optional).
In the Usage drop-down list, select the metadata type with which the ID will be associated.
When finished, click the Save or Save and Add Another icon.