EditFlow® — Standard Setup Questionnaire
To give an idea of some of the standard options readily available for journals in EditFlow, below is the typical questionnaire we send to chief editors, as a discussion-starter for their journal’s EditFlow configuration. Other, less frequently used options may also be available.
Selection-Workflow Options
Structure:
- the journal processes more than one type of article (e.g., research articles and reviews) and authors declare it at submission
- the journal has separate sections (e.g., for specialties or subfields)
- none of this (single pipeline, single type of articles)
Submission:
- author chooses handling editor
- author suggests one or several handling editors
- author has no voice on the choice of an editor
- if author picks a handling editor, is the chief/managing editor(s) among the choices?
- author submits PDF article only
- author submits PDF article and a cover letter that will be visible to referees
- author submits PDF article and a cover letter that will not be shared with referees
- author submits PDF article, a cover letter shared with referees, and a letter visible only to editors
Triage:
- article goes directly to chosen handling editor
- article is vetted by journal/publisher staff (but no editor) before being seen by either editors or chief editors
- article is assigned to handling editor by chief editor:
- unassigned article are visible only to chief editors and staff
- unassigned articles are visible to any editor that receives its URL (e.g., by email from chief, for consultation)
- if needed, article is reassigned to a different handling editor by the chief editor only
- if needed, handling editors can reassign articles to each other
Requests for opinions and reports:
- peer review is single-anonymous (reviewers are hidden from authors)
- peer review is double-anonymous (further, authors are hidden from reviewers)
- handling editor directly requests experts for quick opinions and full review/referee reports
- handling editor may also pre-select a number of experts, as a pool from which to later request quick opinions or full reports, as and when needed
- reviewers, alongside their reports, must also explicitly recommend a decision (accept, minor revision, major revision, reject)
- reviewers, alongside their reports, must also assign a score between 1 and 5
Rules:
- before a full referee report is requested:
- the interface encourages that an external quick opinion be obtained first
- an external quick opinion must have been obtained first
- chief editor reviewed quick opinions and handler's advice, and approved that full reports be requested
- some other condition or user-interface encouragement
- before an article is recommended for acceptance or accepted:
- the interface encourages that at least one external report be obtained first
- at least one external report must have been obtained first
- the interface encourages that at least two external reports be obtained first
- at least two external reports must have been obtained first
- some other condition or user-interface encouragement
Revisions:
- authors can upload a revision of their article at any time
- authors can upload a revision of their article only after an editor requested it
- handling editor can ask for revisions
- chief editor asks for revisions after handler recommends revision
- handling editor recommends revision, chief editor approves, then handling editor requests revision
Decision:
- handling editor can reject
- handling editor can accept
- handling editor can recommend acceptance/rejection
- chief editor rejects after recommendation from handling editor
- chief editor accepts after recommendation from handling editor
- chief editor accepts after enough editors vote in support (how many? what rules?)
- chief editor accepts after whole board votes on article (any rules?)
- chief editor accepts after board discussion and waiting period (how long?)
- chief editor sends acceptance email message to authors
- chief editor approves acceptance, then handling editor sends actual acceptance message
- chief editor approves acceptance or rejection, then handling editor sends actual decision message
Visibility:
- all editors can see all articles and their data (except those they authored, of course)
- all editors can see all articles recommended for decision (except those they authored)
- editors can only see the articles they are handling
- if an article is visible to an editor other than its handler or chief editor, then
- editor can see the authors' submissions only (manuscripts, abstracts, cover letters)
- editor can see submissions and referee reports, but not the names of the referees
- editor can see all the data of an article
- handling editor interacts directly with the author
- identity of handling editor is hidden from the author throughout the process
- handling editor communicates final decision to authors
- chief editor communicates final decision to authors
Any other peculiarities or requirements?
Contact us
Send us an email and we’ll be happy to offer you a tour of EditFlow, or set up a demo instance to try it yourself.