Define Registration Fields

Publications define which fields appear on the Registration form and whether they are required or optional. (These same fields appear on the Update My Information page and Update Other People's Information page.)

Some fields are always required in the EM system. They appear in red text with an asterisk. These are:

Given/first name
Family/last name
Email address
Country or Region
Address identified as for work, home, other
Username
Password
Security question and answer (if Security Question feature is enabled for the publication)

Two additional fields are also required by the system. These are set automatically at registration. Settings can be changed by the user on the Update My Information page. These are:

Preferred Method of Contact: At registration this is set to Email.
Address is for (Work, Home, Other): At registration this is set to Work.

The fields listed below are displayed by default on the Registration page. They appear as optional, unless configured as required by the publication.

Title
Middle name
Degree
Telephone number
ORCID
Position
Institution
Department
Street address
City
State or province
Zip or postal code
Available as a Reviewer (This field will not be displayed if automatic Reviewer role assignment is enabled.)

The publication's system administrator can set other fields to be required; these will appear on the Registration page in red text with an asterisk. Some fields may be hidden (i.e., set so as not to appear on the form). Fields that are not required and not hidden are defined as optional. Optional fields not listed above appear only on the Update My Information page and Search People – Update Information page.

Several fields capture information on personal identifiers related to other organizations (ISNI, ORCID, PubMed Author ID, Researcher ID, Scopus Author ID). For more on these fields, see Configure Personal Identifiers.

The form also enables a publication to collect personal classifications and keywords from users. For more on these fields, see Classifications and Keywords.

For publications that need to gather user information in more than one language, a set of secondary fields can be included on the Registration form. These enable the capturing of the user's name, address, and institutional information in a second language character set.

It is recommended that required fields be kept to a minimum to simplify the user registration process.

TO CONFIGURE:

Go to PolicyManager > Edit Registration Fields.

Select required fields. Check the box in the Required column next to each field to be required.
Select fields to hide. (Not all fields may be hidden.) Check the box in the Hidden column.
Set Classifications and Keywords options:
1. Use the radio button to select Hidden, Optional or Required.
2. If set as required, enter a minimum and maximum number to be supplied.
When all fields are complete, click Submit.

Note: When some custom single sign-on methods are enabled, a third column of configuration checkboxes, Read Only, will appear on this page. Checking a box in this column will prevent the editing of the field by a user from within EM. The field can only be populated via the single sign-on method.