Search for Reviewers

The Search for Reviewers option allows Editors to search the publication's database. (The search tool functions the same way as Search People with fewer criteria.) The search tool appears at the top of the Reviewer Selection Summary page when My Publication is selected as the search type.

  1. Select the extent of database search using the Search From drop-down menu. Options include: Entire Database (all users in the publication database), All Reviewers (all users with a Reviewer role), and each specific Reviewer role defined by the publication (e.g., Statistical Reviewer).
  2. Define search parameters:
    1. Criterion: Use the drop-down menu to select search criterion (Last Name, First Name, etc.).
    2. Is/Is not: Use the drop-down menu to set inclusion or exclusion.
    3. Selector: Use the drop-down menu to choose a selector (see the table below for explanations).
    4. Value: Enter a value in the text box.
  3. Define additional criteria if necessary.
    1. Click Add Search Option + button to display a second line in the grid.
    2. Define relationship between two conditions: Use the drop-down menu at the end of the first line to select AND or OR.
    3. Use the drop-down menus in the second line as described in step 2. Repeat as needed with additional lines.
  4. Click Search. Search results appear below in the Reviewer Candidates grid.

Search Criterion

Notes for Use

Last Name*

Selector: Contains, Begins with, Ends with

Value: Enter the exact name if known (and use Contains). If the exact name or spelling is not known, enter the known portion (and use the appropriate selector, Begins with or Ends with).

First Name*

Selector: Contains, Begins with, Ends with

Value: Enter the exact name if known (and use Contains). If the exact name or spelling is not known, enter the known portion (and use the appropriate selector, Begins with or Ends with).

Email Address

Selector: Contains, Begins with, Ends with

Value: Enter the exact name if known (and use Contains). If the exact name or spelling is not known, enter the known portion (and use the appropriate selector, Begins with or Ends with).

Position

Selector: Contains, Begins with, Ends with

Value: Enter the exact name if known (and use Contains). If the exact name or spelling is not known, enter the known portion (and use the appropriate selector, Begins with or Ends with).

Department

Selector: Contains, Begins with, Ends with

Value: Enter the exact name if known (and use Contains). If the exact name or spelling is not known, enter the known portion (and use the appropriate selector, Begins with or Ends with).

Institution

Selector: Contains, Begins with, Ends with

Value: Enter the exact name if known (and use Contains). If the exact name or spelling is not known, enter the known portion (and use the appropriate selector, Begins with or Ends with).

City

Selector: Contains, Begins with, Ends with

Value: Enter the exact name if known (and use Contains). If the exact name or spelling is not known, enter the known portion (and use the appropriate selector, Begins with or Ends with).

State

Selector: Contains, Begins with, Ends with

Value: Enter the exact name if known (and use Contains). If the exact name or spelling is not known, enter the known portion (and use the appropriate selector, Begins with or Ends with).

Country or Region

Selector: Contains, Begins with, Ends with

Value: Enter the exact name if known (and use Contains). If the exact name or spelling is not known, enter the known portion (and use the appropriate selector, Begins with or Ends with).

People Notes

(permission required)

Selector: Contains

Value: People Notes related to existing people records.

Detailed People Notes

(permission required)

Must be configured.

Selector: Contains

Value: Detailed People Notes related to existing people records.

People Flag Name

(permission required)

Must be configured.

Selector: Is Equal To

Value: Select a value from the drop-down menu.

Personal Classifications

(permission required)

Must be configured.

Selector: Is Equal To

Value: Select a value from the drop-down menu.

Personal Keywords

 

Selector: Is Equal To

Value: Enter the keyword term.

Secondary Last Name

Must be configured.

Selector: Contains, Begins with, Ends with

Value: Enter the exact name if known (and use Contains). If the exact name or spelling is not known, enter the known portion (and use the appropriate selector, Begins with or Ends with).

Secondary First Name

Must be configured.

Selector: Contains, Begins with, Ends with

Value: Enter the exact name if known (and use Contains). If the exact name or spelling is not known, enter the known portion (and use the appropriate selector, Begins with or Ends with).

* If the publication is configured to use Secondary First Name and Secondary Last Name fields, the search criteria of First Name and Last Name return results for both the primary and secondary First and Last Name fields, respectively.

Editors may define how the search results list is displayed. For details, see Set My Reviewer Display Preferences.

 

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