Request Funding Information

A submitting Author may be asked to identify the funding sources for their research from the Crossref Open Funder Registry.

In the submission interface, when the submitting Author begins to type in the name of a funder, the system generates a drop-down list of potential matches. When the Author identifies a large funding organization, a second drop-down list is presented, enabling the Author to select a sub-organization.

If the system finds no match for the funding organization in the Funder Registry, the Author may enter the name in the text box. The Author may also enter a grant/award number (this is not required) and identify the grant recipient.

This funding information may be configured to appear on the PDF cover page and on the submission's Details page.

If the Funding Information step is required for submission, a checkbox allows submitting Authors to respond to a statement such as, "Funding information is not available," if they cannot provide the information at the time of submission. (The text shown with the checkbox may be customized.)

To configure:

To request funding information during submission, make the following configurations for each applicable Article Type. Go to PolicyManager > Submission Policies > Edit Article Types, and click the Edit link next to the applicable Article Type.

On the Edit Article Type Page, go to the Article Type Parameters section to set Funding Information preferences. Use the drop-down lists (for New and Revised Submissions) to choose either Optional or Required. When finished, click Submit. For detailed instructions on Article Types, see Configure Article Types.

Note: Changes to configuration of an existing Article Type are not applied retroactively. New configurations will not affect submissions in process. They will apply only to submissions initiated after the configuration change.

To customize the text shown with the "Funding Information Unvailable" text box, go to PolicyManager > Submission Policies > Edit Manuscript Submission Instructions. For details, see Customize Submission Instructions.

To include funding information on the PDF cover page, go to PolicyManager > Submission Policies > Define PDF Cover Page. Click the Edit link next to the applicable layout. Click the link to the Select Items to Display page, check the box next to the setting, Funding Information. For detailed instructions on cover page layouts, see Customized PDF cover pages.

To include funding information on custom Details page layouts, go to PolicyManager > General Policies > Define Details Page Layouts. Click the Edit link next to the applicable layout.

On the Add/Edit Details Page Layout page, click the Select Items to Display link.
On the Select Items to Display page: go to the Information Submitted by Author section and check the box next to the item, Funding Information.
Click the Close button to return to the Add/Edit Details Page Layout page.
When finished, click Submit.

For additional information, see Configure Details Page.

To include funding information on the transmittal form, go to PolicyManager > Transmittal Policies > Select Manuscript Metadata Fields, and check the box next to Funding Information. When finished, click Save. For details, see Configure Transmittal Form.