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REUTERS/Firstname Lastname IAN POTTER 6 DECEMBER 2012 SCIENTIFIC AND SCHOLARLY RESEARCH IP & SCIENCE ONLINE SUBMISSION TOOLS AS A VITAL PART OF GROWING SERVICE ECOSYSTEM

REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

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Page 1: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

REUTERS/Firstname Lastname

IAN POTTER6 DECEMBER 2012

SCIENTIFIC AND SCHOLARLY RESEARCHIP & SCIENCE

ONLINE SUBMISSION TOOLS AS A VITAL PART OF GROWING SERVICE ECOSYSTEM

Page 2: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

MAKING LIFE EASIER FOR ALL USERS

2

Page 3: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

MAKING LIFE EASIER FOR ALL USERS• Electronic forms

- paperwork with a minimum of effort for authors and editorial / production staff

2

Page 4: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

MAKING LIFE EASIER FOR ALL USERS• Electronic forms

- paperwork with a minimum of effort for authors and editorial / production staff

• Effectively manage supplemental material

2

Page 5: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

MAKING LIFE EASIER FOR ALL USERS• Electronic forms

- paperwork with a minimum of effort for authors and editorial / production staff

• Effectively manage supplemental material• Data sharing

- avoid exhausting review good faith

2

Page 6: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

MAKING LIFE EASIER FOR ALL USERS• Electronic forms

- paperwork with a minimum of effort for authors and editorial / production staff

• Effectively manage supplemental material• Data sharing

- avoid exhausting review good faith• ORCID

- know who’s who, bridging systems

2

Page 7: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

MAKING LIFE EASIER FOR ALL USERS• Electronic forms

- paperwork with a minimum of effort for authors and editorial / production staff

• Effectively manage supplemental material• Data sharing

- avoid exhausting review good faith• ORCID

- know who’s who, bridging systems • Integrated reporting tools

- know your vital statistics

2

Page 8: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ELECTRONIC FORMS

3

Page 9: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ELECTRONIC FORMS

3

Author Completes

Send Form

Forms Complete

Skip for Now

reminders

Email

Page 10: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ELECTRONIC FORMS

3

Author Completes

Send Form

Forms Complete

Skip for Now

reminders

Email

Notification sent to submitting or all co-authors (a deeplink to the form can be added). A form can be for download or online completion.

Page 11: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ELECTRONIC FORMS

3

Author Completes

Send Form

Forms Complete

Skip for Now

reminders

Email

Notification sent to submitting or all co-authors (a deeplink to the form can be added). A form can be for download or online completion.

Author or authors complete the form in their Author Centre(s). Downloadable forms are completed offline and mailed or faxed to the editorial office; or scanned and uploaded to the site.

Page 12: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ELECTRONIC FORMS

3

Author Completes

Send Form

Forms Complete

Skip for Now

reminders

Email

Notification sent to submitting or all co-authors (a deeplink to the form can be added). A form can be for download or online completion.

Author or authors complete the form in their Author Centre(s). Downloadable forms are completed offline and mailed or faxed to the editorial office; or scanned and uploaded to the site.

Completed forms can be checked by the editorial office. Forms can be skipped and put on-hold to allow the manuscript to continue to be processed*.

Page 13: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ELECTRONIC FORMS

3

• e-forms can be collected at the point of submission or any point in the editorial or post-accept process

Author Completes

Send Form

Forms Complete

Skip for Now

reminders

Email

Notification sent to submitting or all co-authors (a deeplink to the form can be added). A form can be for download or online completion.

Author or authors complete the form in their Author Centre(s). Downloadable forms are completed offline and mailed or faxed to the editorial office; or scanned and uploaded to the site.

Completed forms can be checked by the editorial office. Forms can be skipped and put on-hold to allow the manuscript to continue to be processed*.

Page 14: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ELECTRONIC FORMS

3

• e-forms can be collected at the point of submission or any point in the editorial or post-accept process

• form completion can be tracked

Author Completes

Send Form

Forms Complete

Skip for Now

reminders

Email

Notification sent to submitting or all co-authors (a deeplink to the form can be added). A form can be for download or online completion.

Author or authors complete the form in their Author Centre(s). Downloadable forms are completed offline and mailed or faxed to the editorial office; or scanned and uploaded to the site.

Completed forms can be checked by the editorial office. Forms can be skipped and put on-hold to allow the manuscript to continue to be processed*.

Page 15: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ELECTRONIC FORMS

3

• e-forms can be collected at the point of submission or any point in the editorial or post-accept process

• form completion can be tracked

• reminders can be sent to authors

Author Completes

Send Form

Forms Complete

Skip for Now

reminders

Email

Notification sent to submitting or all co-authors (a deeplink to the form can be added). A form can be for download or online completion.

Author or authors complete the form in their Author Centre(s). Downloadable forms are completed offline and mailed or faxed to the editorial office; or scanned and uploaded to the site.

Completed forms can be checked by the editorial office. Forms can be skipped and put on-hold to allow the manuscript to continue to be processed*.

Page 16: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ELECTRONIC FORMS

3

• e-forms can be collected at the point of submission or any point in the editorial or post-accept process

• form completion can be tracked

• reminders can be sent to authors

• manuscripts can be held until all paperwork is complete

Author Completes

Send Form

Forms Complete

Skip for Now

reminders

Email

Notification sent to submitting or all co-authors (a deeplink to the form can be added). A form can be for download or online completion.

Author or authors complete the form in their Author Centre(s). Downloadable forms are completed offline and mailed or faxed to the editorial office; or scanned and uploaded to the site.

Completed forms can be checked by the editorial office. Forms can be skipped and put on-hold to allow the manuscript to continue to be processed*.

Page 17: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ELECTRONIC FORMS

3

• e-forms can be collected at the point of submission or any point in the editorial or post-accept process

• form completion can be tracked

• reminders can be sent to authors

• manuscripts can be held until all paperwork is complete

• licence forms, conflicts of interest, ethical declarations etc.

Author Completes

Send Form

Forms Complete

Skip for Now

reminders

Email

Notification sent to submitting or all co-authors (a deeplink to the form can be added). A form can be for download or online completion.

Author or authors complete the form in their Author Centre(s). Downloadable forms are completed offline and mailed or faxed to the editorial office; or scanned and uploaded to the site.

Completed forms can be checked by the editorial office. Forms can be skipped and put on-hold to allow the manuscript to continue to be processed*.

Page 18: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ELECTRONIC FORMS

4

Page 19: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ELECTRONIC FORMS

4

Page 20: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ELECTRONIC FORMS

4

Page 21: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ELECTRONIC FORMS

4

Electronic forms operate as workflow tasks

Page 22: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ELECTRONIC FORMS

5

Page 23: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ELECTRONIC FORMS

5

Manuscript with form awaiting

completion

Page 24: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ELECTRONIC FORMS

5

Manuscript with form awaiting

completionCompletion linkwith due date

Page 25: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ELECTRONIC FORMS

5

Configurable online form (download also supported)

Manuscript with form awaiting

completionCompletion linkwith due date

Page 26: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

MANAGING SUPPLEMENTAL MATERIAL

6

Flexible file designations allow easy identification and mapping of author submitted files

Page 27: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

MANAGING SUPPLEMENTAL MATERIAL

6

Flexible file designations allow easy identification and mapping of author submitted files

Designations can be applied during submission

Page 28: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

MANAGING SUPPLEMENTAL MATERIAL

6

Flexible file designations allow easy identification and mapping of author submitted files

Designations can be applied during submission

Page 29: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

MANAGING SUPPLEMENTAL MATERIAL

6

Flexible file designations allow easy identification and mapping of author submitted files

Designations can be applied during submission

Page 30: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ORCID

7

ORCID Registry

Ian Potter0000-0002-5356-805X

Publications

Grants

Patents

Affiliations

Works

Funding Agencies

Publishers

Researchers

Institutions

Repositories

ScholarOne

Page 31: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

Initial (launch partners)Allow users to add ORCID to account

ORCID

7

ORCID Registry

Ian Potter0000-0002-5356-805X

Publications

Grants

Patents

Affiliations

Works

Funding Agencies

Publishers

Researchers

Institutions

Repositories

ScholarOne

Page 32: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

Initial (launch partners)Allow users to add ORCID to account

Future integration‣Validate well-formed INSI 16-character ORCID‣Retrieve ORCID from registry‣Push–pull account information from ORCID registry

ORCID

7

ORCID Registry

Ian Potter0000-0002-5356-805X

Publications

Grants

Patents

Affiliations

Works

Funding Agencies

Publishers

Researchers

Institutions

Repositories

ScholarOne

Page 33: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ORCID

8

Page 34: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ORCID

8

• ‘DOI for people’

Page 35: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ORCID

8

• ‘DOI for people’• Simple record

creation

Page 36: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ORCID

8

• ‘DOI for people’• Simple record

creation• Institutional

creation

Page 37: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ORCID

8

• ‘DOI for people’• Simple record

creation• Institutional

creation• Single point of

registry

Page 38: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ORCID

8

• ‘DOI for people’• Simple record

creation• Institutional

creation• Single point of

registry• Allows claim for

all works

Page 39: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ORCID

8

• ‘DOI for people’• Simple record

creation• Institutional

creation• Single point of

registry• Allows claim for

all works• Disambiguates

authorship

Page 40: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ORCID

8

• ‘DOI for people’• Simple record

creation• Institutional

creation• Single point of

registry• Allows claim for

all works• Disambiguates

authorship• Avoid

misattribution

Page 41: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ORCID

8

• ‘DOI for people’• Simple record

creation• Institutional

creation• Single point of

registry• Allows claim for

all works• Disambiguates

authorship• Avoid

misattribution• Link input with

output

Page 42: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ORCID

9

Page 43: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ORCID

9

Page 44: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

ORCID

9

ORCID in account details, link through to public profile

Page 45: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

REPORTS

10

Page 46: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

REPORTS

10

Page 47: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

REPORTS

10

Integrated dashboard reports, build-your-own tools, automation, and prospective filters

Page 48: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

REPORTS

10

Integrated dashboard reports, build-your-own tools, automation, and prospective filters

Page 49: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

PRACTICAL JOURNAL MANAGEMENT

11

Page 50: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

PRACTICAL JOURNAL MANAGEMENT• Dealing with too many submissions

- pass them on

11

Page 51: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

PRACTICAL JOURNAL MANAGEMENT• Dealing with too many submissions

- pass them on• Integrate

- bring in ecommerce, submissions from pre-print archives, and automate export to repositories

11

Page 52: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

PRACTICAL JOURNAL MANAGEMENT• Dealing with too many submissions

- pass them on• Integrate

- bring in ecommerce, submissions from pre-print archives, and automate export to repositories

• Data collection- collect the information you need up front, but only what

you need...

11

Page 53: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

PRACTICAL JOURNAL MANAGEMENT• Dealing with too many submissions

- pass them on• Integrate

- bring in ecommerce, submissions from pre-print archives, and automate export to repositories

• Data collection- collect the information you need up front, but only what

you need...• Manuscript transfer tools

- move files, metadata, and reviews

11

Page 54: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

OPEN ACCESS

12

Repositoryfree access – immediately/embargoed

Printsubscription

access

Onlinesubscription

access

ReviewSubmission Production Publication

InputO

utpu

t

Page 55: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

OPEN ACCESS

12

Repositoryfree access – immediately/embargoed

Printsubscription

access

Onlinesubscription

access

ReviewSubmission Production Publication

InputO

utpu

t

Submission Data

Page 56: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

OPEN ACCESS

12

Repositoryfree access – immediately/embargoed

Printsubscription

access

Onlinesubscription

access

ReviewSubmission Production Publication

E-commerceat submission

InputO

utpu

t

Submission Data

Page 57: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

OPEN ACCESS

12

Repositoryfree access – immediately/embargoed

Printsubscription

access

Onlinesubscription

access

ReviewSubmission Production Publication

E-commerceat submission

InputO

utpu

t

Submission Data

Custom Metadata

Page 58: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

OPEN ACCESS

12

Repositoryfree access – immediately/embargoed

Printsubscription

access

Onlinesubscription

access

ReviewSubmission Production Publication

E-commerceat submission

E-commercepost-accept

InputO

utpu

t

Submission Data

Custom Metadata

Page 59: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

OPEN ACCESS

12

Repositoryfree access – immediately/embargoed

Printsubscription

access

Onlinesubscription

access

ReviewSubmission Production Publication

E-commerceat submission

E-commercepost-accept

InputO

utpu

t

Submission Data

Manuscript Transfer

Custom Metadata

Page 60: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

MANUSCRIPT TRANSFER

13

Journal A

Page 61: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

MANUSCRIPT TRANSFER

13

Journal AEditor Recs

Ms

XML

Reviewer Reports

Page 62: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

MANUSCRIPT TRANSFER

13

Journal AEditor Recs

Ms

XML

Reviewer Reports

Journal B

Journal C

Journal D

Journal E

Journal B

Journal C

Journal D

Journal E

Page 63: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

MANUSCRIPT TRANSFER

13

Journal AEditor Recs

Ms

XML

Reviewer Reports

Journal B

Journal C

Journal D

Journal E

Journal B

Journal C

Journal D

Journal E

Page 64: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

MANUSCRIPT TRANSFER

13

Journal A

Transfer decision‣out of scope‣not acceptable‣ ...but worthy of publication

Editor Recs

Ms

XML

Reviewer Reports

Journal B

Journal C

Journal D

Journal E

Journal B

Journal C

Journal D

Journal E

Page 65: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

MANUSCRIPT TRANSFER

13

Journal A

Transfer decision‣out of scope‣not acceptable‣ ...but worthy of publication

Editor Recs

Ms

XML

Reviewer Reports

Transfer‣author can confirm‣can be accepted or peer-reviewed‣ further transfer available

Journal B

Journal C

Journal D

Journal E

Journal B

Journal C

Journal D

Journal E

Page 66: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

THREADING THE NEEDLE: SEAMLESS TRANSFER TO PRODUCTION

14

Page 67: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

THREADING THE NEEDLE: SEAMLESS TRANSFER TO PRODUCTION

• Send the right files- collect final files (if not already collected)- author proofing at the point of acceptance

14

Page 68: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

THREADING THE NEEDLE: SEAMLESS TRANSFER TO PRODUCTION

• Send the right files- collect final files (if not already collected)- author proofing at the point of acceptance

• Use the XML- there’s a wealth of data available to use

14

Page 69: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

PROOFING & FINAL FILE COLLECTION

15

Page 70: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

PROOFING & FINAL FILE COLLECTION

15

Authors provide comments and files via their familiar Author Centre environment

Page 71: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

PROOFING & FINAL FILE COLLECTION

15

Authors provide comments and files via their familiar Author Centre environment

Page 72: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

CUSTOM DATA IN XML

16

Page 73: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

CUSTOM DATA IN XML

16

Page 74: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

CUSTOM DATA IN XML

16

All data gathered from submission and workflow checklists made available in XML

Page 75: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

FULL MANUSCRIPT INFORMATION IN XML

17

Page 76: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

FULL MANUSCRIPT INFORMATION IN XML

17

Page 77: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

FULL MANUSCRIPT INFORMATION IN XML

17

• Complete article history for all versions

Page 78: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

FULL MANUSCRIPT INFORMATION IN XML

17

• Complete article history for all versions

• Detail on all workflow tasks: who, what, when

Page 79: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

FULL MANUSCRIPT INFORMATION IN XML

17

• Complete article history for all versions

• Detail on all workflow tasks: who, what, when

• Full package of reviewer information

Page 80: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

FULL MANUSCRIPT INFORMATION IN XML

17

• Complete article history for all versions

• Detail on all workflow tasks: who, what, when

• Full package of reviewer information

• All sent emails (headers and body)

Page 81: REUTERS/Firstname Lastname ONLINE SUBMISSION TOOLS AS A VITAL PART

FULL MANUSCRIPT INFORMATION IN XML

17

• Complete article history for all versions

• Detail on all workflow tasks: who, what, when

• Full package of reviewer information

• All sent emails (headers and body)

• All information available for publication