Spectrum Editor User Guide
Spectrum Editor User Guide
TABLE OF CONTENTS
INTRODUCTION ................................................................................................................................................. 1
Use Get Help Now and FAQs ....................................................................................................................... 1
Site Configuration and This Document ......................................................................................................... 1
ACCESSING SCHOLARONE MANUSCRIPTS .................................................................................................. 2
Changing Your User Account Information .................................................................................................... 4
Logging In/Out ............................................................................................................................................... 5
Forgot your Password? ................................................................................................................................. 6
NAVIGATION OVERVIEW .................................................................................................................................. 7
Home Page ................................................................................................................................................... 7
Header .................................................................................................................................................... 7
Footer Features ............................................................................................................................................. 9
Language Toggle .......................................................................................................................................... 9
OVERVIEW OF THE EIC AND ASSOCIATE EDITOR CENTER ..................................................................... 10
EIC View...................................................................................................................................................... 10
Associate Editor View ................................................................................................................................. 11
Access Manuscripts via the Editor Lists ...................................................................................................... 11
ASSIGNING EDITORS ...................................................................................................................................... 13
Assign Associate Editor – EIC Role ............................................................................................................ 13
Change Associate Editor Assignment – EIC Role ...................................................................................... 15
SELECT, INVITE, AND ASSIGN REVIEWERS ................................................................................................ 17
Overview of Select, Invite and Assign Reviewers – Associate Editor Role ................................................ 17
About the Progress Indicator ................................................................................................................ 17
Bypassing the Peer Review Process.................................................................................................... 18
Double-Queuing of Manuscript ............................................................................................................. 18
Selecting a Reviewer .................................................................................................................................. 19
Reviewer Search Methods ................................................................................................................... 21
Adding New Reviewers ........................................................................................................................ 29
Invite a Reviewer ......................................................................................................................................... 29
Invite All ................................................................................................................................................ 30
Alternate reviewer list ........................................................................................................................... 30
Assign A Reviewer ...................................................................................................................................... 31
INTRODUCTION
USE GET HELP NOW AND FAQS
As an Editor using ScholarOne Manuscripts for your journal, one of your greatest help
tools is ScholarOne’s Frequently Asked Questions tab on our help site, Get Help Now.
Our FAQs provide immediate answers to common user questions.
In addition, Get Help Now offers downloadable guides (such as this one), video
tutorials, and the ability to create a case to get assistance from our Customer Care
team. We recommend that you bookmark our help site and consult it often.
During account creation, new users may be given the option to associate an ORCID iD
with their account by either registering for a new ORCID iD or associating and existing
ORCID iD. Each of these options will be presented to the user as links in the first step
of the account creation process. In prior versions, users creating a new account, the
user entered their ORCID as text in the third step of account creation.
When the user selects one of these options to associate an ORCID iD with their
account, a new browser window will open and special registration page on the ORCID
website allowing the user to enter their existing ORCID credentials, link an existing
ORCID iD, or register for a new ORICID iD.
Once the user has validated an ORCID iD using one of the options, they will be asked
to either authorize or deny the journal access to their ‘limited’ data.
If the user clicks Authorize, they will be redirected back to their journal’s ScholarOne
site with a validated ORCID iD.
Note: Please retain your new password. ScholarOne will not send your password via
e-mail.
LOGGING IN/OUT
Log In
1. Each journal’s site has a unique Web address that is sent to you by e-mail. To
access the site, click the link within the e-mail or enter the web address (URL) in
the address field of your browser. The journal’s Log In page opens.
Log Out
1. You can log out at any time by clicking Log Out at the top right corner of the
page you are on.
Note: After 3 hours of inactivity you will be automatically logged out and
returned to the Log In page.
Reset Password
2. Enter your email address and you will be sent a link to reset your password.
NAVIGATION OVERVIEW
HOME PAGE
The Home Page contains top-level navigation based upon roles. You will only see the
roles you have permissions to. It also contains side navigation to your different
publications (if applicable).
The Home page contains many convenient navigation features as well as site-specific
information and images.
Header
Quick Links: Access the following functions:
•
Your user name – click to edit your account
•
Instructions & Forms– journal-specific instructions for users and
any journal-specific forms required for the peer review process;
Admins see the screens for editing the page
• Help – links you to various help functions
• Log Out
Journal Logo
Top-Level Menu: Access the role-specific centers and functions through this
menu. Users see only centers they have access to. Some centers, such as
Admin and Editor, are grouped together under a heading with a drop-down list.
This menu is displayed wherever you are working in the system to allow you to
easily move between functions.
Left menu: Access options to switch to another journal (if configured) and links
to help and documentation.
The Breadcrumb Trail: The menu path you have followed to arrive at the
current page. You can click a link to navigate back to a previous page.
Simple Search: This feature displays in the header for the Admin, Associate
Editor, EIC, and Production Editor Dashboards. You may perform a wildcard
search by placing an asterisk (*) at the beginning and/or end of your search text.
Note: Users with Admin privileges can also use this function to search for a
person’s account by email address and first and last name.
FOOTER FEATURES
• Link to ScholarOneNews
• Link to System Requirements
• Link to Privacy Statement
• Link to Terms of Use
• Link to ScholarOne Ideas – where you may submit, discuss, and vote on
potential enhancements to ScholarOne Manuscripts (visible to Admins
and Editors only)
LANGUAGE TOGGLE
Language toggle allows you to switch the display from the default language of English
to another language. If configured for your site, you will find the language toggle
located on the header at the top of the screen.
Note: All uploaded documents and end-user supplied text will not toggle and will be
displayed in the language entered by the user.
EIC VIEW
The dashboard for both the EIC and Associate Editor look somewhat the same. The
main difference is that the EIC can see where papers are in queue with their Associate
Editors. The EIC view shows all papers in the review process while the Associate Editor
view shows only those assigned to an individual Associate Editor.
Note: By being able to see where papers are in process, this gives the EIC the ability
to make immediate decisions on papers that have been out for review for too
long.
2. The View Manuscripts page displays a table containing any manuscripts in the
selected status category. For example, if you clicked the link for Select
Reviewers task, the table will display the Select Reviewers header and all
manuscripts listed are in a status where the next step is to complete the Select
Reviewers task.
• Manuscript Title: The title of the manuscript and a link to view the
submission
• Status: Status of the submission in the peer review process and the
editorial staff assignments
• Take Action: A button which initiates the next action to be taken on the
submission
5. Select an action from the Take Action button to access the Manuscript Details.
ASSIGNING EDITORS
ASSIGN ASSOCIATE EDITOR – EIC ROLE
2. The list of papers that needs assignment displays. Click on the Take Action icon
to go directly to the task and full details of the manuscript.
3. The EIC will then select an Associate Editor from a drop-down selection.
4. Before choosing the Associate Editor, the EIC has the ability to View Details
about the Associate Editor.
2. Under the name of the editor you wish to replace, click the (assign a different
person) link.
3. Select the new Associate Editor from the drop down menu and click Assign.
4. An e-mail to the new Associate Editor will pop up. Edit it as desired then click
Save and Send.
5. Immediately, an e-mail to the unassigned AE will pop up. Again, edit as desired,
then click Save and Send.
• Select – is to create the pick list of reviewers who you would like to invite to
review.
• Assign – is usually automated but can be completed by using the drop down
selection.
If your journal has chosen to make this an editable field, you can change the number of
default reviews required by typing a different number in the field and clicking Save.
Double-Queuing of Manuscript
Manuscripts can appear in two different queues in your Editor Lists section of your
dashboard. This can occur if you have a required number of reviews and those reviews
are in different stages.
In the example below, there are two required reviews, as indicated in the progress
indicator on the Manuscript Details page. One reviewer has accepted and one has
declined. Since reviewer declined, the manuscript appears in the Select Reviewers
queue. Since the other has accepted, but is overdue, the manuscript also appears in
the Overdue Reviewer Scores queue.
While this is an accurate representation of the status of the paper, it may appear
confusing when looking at the Editor Lists where you might count the manuscript twice.
It will change if you invite additional reviewers and they accept, or if you do not wish to
invite additional reviewers, you may reduce the number of required reviews in the
progress indicator.
SELECTING A REVIEWER
Depending on how your site has been configured, you will have multiple ways to search
the sites database for reviewers.
Select Reviewers
1. From the Editor Lists section of the dashboard, click Select Reviewers.
3. The Manuscript Details screen displays. In the Reviewer list section, it will
indicate that no reviewers have been selected.
4. There are several options for locating a reviewer which are described in the
Reviewer Search Methods section below. Search using whichever options you
prefer. Search results will display.
5. Each name will have a magnifying glass in front of the name. Click the
magnifying glass for more information about that person.
6. The Person Details displays in a new window. Statistics for the reviewer role will
appear at the bottom of the screen if configured. There is also an Add to List
icon on the screen, giving you a short cut to add the reviewer into your reviewer
list. Close the window when finished.
7. Locate the reviewer(s) and click the Add checkbox next to the reviewer name.
8. Click the Add button at the bottom of the search results to add checked
reviewers.
Note: Only submissions with an abstract will return Reviewer Locator results.
Each potential reviewer found in the Web of Science is returned with a set of biographic
and bibliographic data designed to help the AE assess the potential reviewer’s
suitability for the submitted manuscript. In addition to the reviewer’s name, their e-mail
address and institutional affiliation will be provided, when available. Their ORCID iD will
be provided as a link to their ORCID record. In addition, up to three papers published
by the potential reviewer will be listed in order of relevance to the submitted manuscript.
Each listed publication will have a View Details link which, when selected, will bring up
more information about the paper. In addition to authors, journal name and publication
year, both the DOI and Web of Science record are provided as links for quick access to
additional information.
When adding a reviewer from the list of potential reviewers from the Reviewer Locator,
when the EA clicks the Add button, a new window will appear to create the reviewer an
account in the system and add them into the reviewer list for invitation.
Quick Search
Search on first or last name, multiple people separated by a comma, or use an asterisk
(*) to make the search a wild card search. Use at least 4 characters for quicker results.
By default, the search only looks at users with a Reviewer role. If you wish to search
other roles, select another role from the list.
If you wish to select a reviewer, click the Add checkbox, then the Add button.
If you select to view the historical data, you will need to use the bread crumb trail at the
top of the screen to move back to the manuscript you were working on.
Auto-Suggest Results
This feature uses keywords from the Author submission and matches them up to
keywords used in a Reviewer’s account. If you wish to select a reviewer, click the Add
checkbox, then the Add button.
Note: Please be sure to have the correct e-mail address for the person before you
create an account.
INVITE A REVIEWER
Once the reviewers have been selected for the manuscript, their names will appear in
the Reviewer List with a Status of Invite. Clicking on the invite icon will open an editable
e-mail.
Invite All
If you want to send all the invitations at one time, there is an icon called Invite All.
Selecting this icon will pop-up a window that will show the names of each reviewer and
which e-mail template will be sent to the reviewer when you click on the Invite All icon.
You can also select to edit any e-mail in the list before sending.
Note: Number in the main reviewer list must match the number in the Progress box in
order for the alternates list to work properly.
ASSIGN A REVIEWER
Since the invite e-mail to reviewers contains links to agree and decline, usually the
assign reviewer task is completed automatically by the system. However, there is a
dropdown selection for the Editor to choose the appropriate response if needed.
One the reviewer’ status is Agreed, the paper moves into the Reviewer’s Center so they
may begin their review.
From the results, the Editor can perform a reviewer search and view information on
PubMed regarding the suggested reviewer.
Note: If the Editor does not have permissions to grant the extension, they will need to
contact the journal admin to have them grant the extension.
The ability to grant the extension to the reviewer is also located on the Account
Information Tab of the Person Details. The Editor can also choose to send a reminder
e-mail or click on the reviewer’s name to send them an e-mail that they have been
granted an extension.
Editing when the reminders are sent to a reviewer is also important. Being able to
change the dates when reminders are sent and the ability to turn off reminder can be
very helpful.
The ability to expand and collapse the search windows and setting what is seen in the
search results are just two of the options that can be in this section.
Note: These Action tabs display only after the required number of reviews are
returned. Returned reviews can be viewed at any time by accessing the
manuscript.
When viewing the completed review be sure to check for file attachments from the
reviewer. If a file has been attached, be sure to check the content that the reviewer has
not used their name in the file.
RESCIND A REVIEW
To rescind a review means to move the review back to the reviewer. This will put the
review in a draft status and allow the review to make any changes that need to be
made. When you rescind a review, an e-mail should pop up for you to send to the
reviewer. If you do not get a pop up e-mail, click on the name of the reviewer to send a
hyperlink e-mail.
Be sure that when you are creating the draft of the final decision that you check to see if
you have multiple decision letters to choose from.
In the Final Decision section click on the Rescind icon to make a new decision.
The manuscript will move back to the Decision tab and a new e-mail can be created
and sent.
Note: If the Editor does not have the ability to rescind the decision, they will need to
contact the journal admin to have the decision moved back.
Once the EIC is at that section they can make an immediate decision just like they
would a final decision.
BLINDED REVIEWS
If an assigned Editor is an author or co-author on a paper, they will not be able to view
the manuscript to perform tasks such as Select, Invite, or Assign Reviewers. When
they access the manuscript list for the task, the paper will not display in the list and a
note will appear on the header indicating there is a blinded paper. Alert the EIC or
Admin to the problem to have the manuscript reassigned.
Your journal's Manuscript Information tab contains some/all of the following sections:
• Manuscript header
• Version history
• Author-supplied data
• Flag Manuscripts
Manuscript Header
Manuscript Details contain a summary section at the top. This header remains at the
top of pages throughout the peer review process.
• Title
• Companion Paper link – if applicable, appears to the left of the manuscript ID.
• Names and roles of people assigned to the manuscript. Names are hyperlinked
for e-mail correspondence. If you have administrative permissions, you also see
proxy links.
• Proofs and files – links to the HTML and PDF proofs of the submission as well as
other associate files and the Author’s response (on revisions and resubmissions
only)
Scroll To…
To jump directly to a section of the Manuscript Details page, select from the Scroll To…
dropdown list.
Viewing Proofs
View proofs by clicking the links in the header. See the Viewing Manuscript Proofs and
Files section of this document for more details.
Version History
You have access to all versions of a manuscript. Revisions are indicated by a revision
number appended to the Manuscript ID. (E.g., R1 or R2.)
• Click the links in the Decision Letter & Response column to view decision-
related correspondence regarding a previous version.
• Click on the Switch Details button to view the Manuscript Details page for a
previous version.
Revised and Resubmitted files will also include a link to the Author’s response on the
header.
When you are on the a Task Related Tab such as Invite Reviewers, The Version
History will appear on the right side of the screen
Clicking on the View Review Details for the previous version will give you the Author’s
Response, Decision Letter, and Reviews.
Plagiarism Checking
Plagiarism checking is accomplished by a third-party provider, but is fully integrated
within ScholarOne Manuscripts. Prior to configuring plagiarism checking within a journal
site, clients must establish an account with the CrossRef and iThenticate services.
More information about signing up for CrossRef and iThenticate can be found at
http://www.crossref.org/crosscheck.html.
2. Select the file to submit for submission to iThenticate from the drop-down list
then click the Submit button.
3. You will receive a message stating that the file was submitted. When complete,
select the link to View the Originality Report.
Note: On revisions, you may view the originality report run on a previous version. It will
appear as a link in the Plagiarism Check section shown above.
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