Upload Author List File

Editors may upload an external file (.csv, .tab, .txt) of potential Author names and contact information. When an Author List file is uploaded, Editorial Manager validates the file and presents a grid containing the information pulled from the file on the Author Candidates Results page. The Editor can make selections on the grid to import or ignore each record.

During file upload, EM attempts to match the email address and/or ORCID identifier of each Author record on the list to existing users in the publication's database. Incomplete or incorrectly formatted records (e.g., if Author's first name was not provided), display a yellow alert icon in the grid and the Ignore checkbox is automatically selected.

The Editor may select Authors from the results page and proceed to the Select Authors – Confirm Selections and Customize Letters page. (Any Authors not matched to an existing EM user account are automatically proxy registered.)

Prepare file

The Author List file may be formatted either as tab delimited (.tab, .txt) or comma separated value (.csv, .txt). Three fields (headers) must be present and have associated values: FIRSTNAME, LASTNAME, EMAIL. Five optional fields may be included but are not required to import the list: ORCID (the potential Author's ORCID iD), PEOPLETITLE (the potential Author's personal form of address, e.g., Dr., Mr., Ms., Mx.), INVITE ("True" entered in this field means the potential Author is automatically selected for invitation), TITLE (pre-defined Article Title), and NOTE (comments or invitation notes).

The order of the headers is irrelevant, so long as the headers for all required fields are present in the file.

Upload file

Select Upload Author List from the drop-down menu on the Author Selection Summary page and click Go.
Click Choose File to access your computer's file list or Drag & Drop the Author List file from your computer.
The uploaded list appears in an overlay, Author Candidates. Use the checkboxes in the Ignore column to exclude candidates (if applicable).
Click Remove to cancel the import (e.g., if you need to make corrections to the data) OR click Import to continue.

Once imported the list displays in the Author Candidates grid. Names that do not match a record in the publication's database display the note: "No Match Found; Account will be proxy-registered."