To add individual author names to a submission:

• Begin typing the first name, last name, email address or institution of the author. If the author was previously entered into the system, an entry for the author will appear in the drop-down. Click the correct entry, and the author’s name will be added to the submission.
• If an entry for the author does not appear in the drop-down, you can add the author manually by filling out the available fields.
• Click “Add Author" and repeat this process to add co-authors.
• To edit an author, click the pencil icon to the right of the name.
• To remove an author, click the “x” icon to the right of the name.
• To reorder authors, change the number in the box above the author name.   
  

To add corporate or institutional authors to a submission:

• Begin typing the name of the corporation or institution. If the information was previously entered into the system, it will appear in the drop-down. Click the correct entry, and the name will be added to the submission.
• If an entry for the corporation or institution does not appear in the drop-down, you can add it manually by checking the Corporate box near the Institution field and filling in the corporation or institution’s name.
• Click “Add Author” and repeat this process to add more corporate or institutional authors.
• Use the pencil icon to the right of the name to edit an author or the “x” icon to remove an author. 
  

If your submission includes an electronic file or a link to one, you may add it here. Choose one of the following:

• Upload a file: If you have the full-text file on your computer or network, select this option, and use the Browse button to locate and upload the file into the series. PDF is the default format for text documents. If you provide a Word or RTF file, the system will convert it to PDF. (To make native files available instead when they are present, use the “Allow Native File Download” setting described in the Configuration Tab section.)
• Import file from remote site: If the file is publicly accessible, select this option, and paste the URL of the file in the text box that appears.
• Link out to remote file: To point to a web resource, or to a file that is online but not publicly accessible, select this option. Paste the URL in the text box that appears. A “Link to Full Text” button will appear on the article page instead of a “Download” button.

Title:

Enter the title of the submission exactly as you would like it to appear on the web (including the correct capitalization and punctuation).

Abstract:

The abstract provides a summary of the subjects covered in the document. By default, the abstract field is enabled to accept basic rich HTML. You can type or cut and paste text that you would like to include in the abstract field. Format elements of the abstract using the field’s toolbar. Choose the HTML option to enter your own code.

Comments:

If present, enter any comments that you would like to appear on the web page for the submission. For example, “Forthcoming in Harpers, 2017.”

Disciplines:

These allow the submission to be grouped with others in the same field on the Disciplines page of your repository. For more information about disciplines see Disciplines: Digital Commons Three-Tiered Taxonomy of Academic Disciplines.

Keywords:

The words you enter/select will help visitors find accurate results when they search the repository. Separate keywords with commas.

Publication Date:

If you know the year of publication, you may enter it here. The other fields are optional. If your series is sorted by publication date, this will affect where on the series index page the document will show.

Publication Status:

If present, use the yes/no buttons to indicate whether the submission was published in a journal.

If yes, the system will automatically generate an OpenURL and post a “Find in Your Library” link on the article page. The OpenURL is helpful if a document is already online (e.g., a publisher’s website), and for copyright reasons, the author cannot upload it to the repository. If this option is enabled, visitors will be directed via the OpenURL to the available copies of the document.

The Manage Submissions screen defaults to display documents which have not yet been posted. Use the State drop-down menu to adjust the list of submissions shown. Options include: Not yet posted, All, Queued for update, Posted, Rejected and Withdrawn.

You may also search for documents based on criteria available in the field drop-down menu. Click on the underlined column headings to sort results or to reverse the sort order.

To re-arrange or re-label the columns to suit your workflow, use the Preferences link in the sidebar. Changes to preferences only affect the current administrator’s settings, and don’t modify what other series administrators see.

Manage Submissions screen:

From the Manage Submissions screen, click on the title of the submission to reach its Submission Details page.

The Submission Details page shows comprehensive information about the submission, as well as links to download the electronic files, if any.

Most of the data shown under the title will be self-explanatory, but the following tips may be helpful:

• Waiting for Administrator: In the Manage Submissions view, the system automatically displays a red “Waiting for Administrator” dot beside submissions that may require administrator attention (e.g., the author uploaded a revision, a reviewer posted a review, etc.). You may override that designation by changing the menu here from Yes to No, or vice versa.
• Locked by Administrator: If you change this to Yes, the author will be immediately unable to use the Revise submission link shown in Author Tools. To restore the author’s ability to revise his or her submission, change the menu back to No.
• Download: Depending on your series configuration, you may see different options beside Download. The default is to display the most recent PDF version of the submission, including a system-generated title page and header/footer. The native file format is also available for download, if present.

The left-hand sidebar of the Submission Details page provides the following options to post, revise, and track progress for the submission.

Use the Post option in the Submission Details sidebar when you are ready to post a document publicly. Then run an update to finalize.

This option is typically used when an author uploads a submission, since author submissions must be approved by an administrator before they are published to the repository. If a different administrator uploads a submission, but doesn’t publish it, this workflow will also apply.

The other way for an administrator to post a submission is to use the Publish & Update button, which appears on the confirmation screen after completing the submit form. That method combines the post and update steps into one.

To make a change to a submission, you may submit a revision. If your series allows it, you may also display previous versions of a submission on the site (see “View Revisions” below).

1. From the Submission Details page, click Revise Submission in the sidebar.
2. Change the necessary elements on the form, enter a brief summary of changes in the Reason for update field, and click Submit.
3. If the document is already posted to the site, click the Update button in the sidebar to ensure that changes display publicly.

The Revision History table (found within View Revisions) allows you to see who made the submission and any subsequent revisions. This table can also be used to change which version of a file is displayed. If you would like to post a revision, there are two options:

Option 1: Post the revision in place of the earlier draft

1. Upload the new version using the Revise Submission link. You may wish to use the Comments field to explain the change to visitors who may have bookmarked the previous version.
2. Click Update. When visitors click Download, they will receive the new file.

Option 2: Post the revision in place of the earlier draft AND move the earlier draft to the “Previous Versions” section of the article page

1. If this feature is enabled for your series, upload the new version using the Revise Submission link.
2. Go to the View Revisions link: use the drop-down menus provided to indicate that you want to “Show” the previous version. The Date/Label field allows you to input text to describe the previous version (e.g., First draft, December 2009). If you do not enter a Date/Label, the system will default to display the date it was originally posted. Press Save Changes.
3. Click Update. When visitors click Download, they will receive the newest file. If they refer to the Previous Versions section of the web page, they will see the text from the Date/Label field, and be able to download the earlier file(s).

The table also allows you to withdraw previous versions that were displayed on the site. To withdraw a previous version, follow the steps in “Option 2” above, but select Withdraw instead of Show. (If the earlier draft had not been set to Show previously, you may need to set it to Show, press Save Changes, and then set it to Withdraw.)

If there is supplemental content that should accompany a submission, the system enables you to add it in an Additional Files section of the article page. You may submit these supplemental files at the time you make the original submission or add them via the Submission Details page at a later date.

To add, remove, or revise supplemental files for existing submissions:

1. Click on Supplemental Content in the sidebar of the Submission Details page.
2. Select and upload a file from your hard drive or network using the Choose File button.
3. Enter a description for the file, if desired.
4. Use Sort if you wish to change the order of multiple supplemental files.
5. If you do not wish the file to show on the live site, uncheck the Show option.
6. When all of your supplemental files are uploaded and in the correct order, click Save.

To see whether a submission has additional files: 

You can check at a glance whether series submissions have supplemental content by viewing the Additional Files column on the Manage Submissions screen.

The Submission Details screen for each submission will also list any additional files at the bottom of the metadata summary.

Administrator Notes:

To leave a reminder for yourself or another administrator, add notes here. The most recent note will show on the Submission Details page but will not be published on the web.

Administrator Report:

This tool allows administrators to generate an Excel spreadsheet with selected information about submissions in the series. (For download reports, see the section, “Tracking Series Readership with the Digital Commons Dashboard.”)

Go to ir_series:

Brings you to the series homepage.

History:

This page provides an overview of the submission’s activity and allows you to add notes for later reference. The notes will not be visible to the author.

Preview ir_series:

Allows you to view the series homepage before changes are live. Note: The preview will only show submissions that have been posted and then updated. If you would like to see a submission’s article page before it is posted, click on the Preview submission link, also in the sidebar.

Preview Submission:

This link displays the submission as it would appear in your repository once published. Some information may be unavailable until the submission is posted.

Register Decision:

To send the author(s) your comments, you may choose Register Decision from the links on the sidebar. It is not required to send a decision letter for any submission.

1. From the Submission Details page, click on Register Decision.
2. Select the type of letter you wish to send from the drop-down menu:
   • Accept: Choose this letter for submissions you intend to publish “as is.”
   • Accept with Minor Revisions: Choose this letter for submissions you intend to publish after minor changes are made.
   • Major Revisions Required for Acceptance: Choose this letter for submissions you are considering, but which require significant changes.
   • Reject: Rejected submissions can be neither revised nor accepted afterwards so this decision should be used with some caution.
3. Change any of the boilerplate text as needed and click Register Decision on the right-hand side of the page to send the letter.
4. A copy of the decision letter will be available via the Decision Letters link, visible only after a decision letter has been sent.

Submissions:

This link returns you to the main Manage Submissions view.

Update ir_series:

When you make changes to an item within a series or to series configurations, you’ll need to run an update to ensure these changes display publicly on the site. Run an update when you revise articles, post new submissions, or make changes to article and series display settings through the configuration tab.

Updates at the series level affect only the series and items within it. You will receive an email when the update has completed. You may need to refresh your browser in order to see the changes you have made.

Withdraw Submission:

This link allows you to withdraw an entire submission on behalf of an author. This is helpful if the author has made duplicate submissions. Once removed, the submission cannot be posted, so this option should be used with caution. This option changes to Remove Submission after a submission has been posted.

1. Click the Withdraw Submission link in the sidebar.
   • Choose the Do not notify authors button to confirm your selection without sending the letter suggested on the screen, OR choose the Notify authors button to confirm your selection and send the letter displayed to the author, if an email address was provided with the submission.
   • Click the Withdraw Submission button to complete the withdrawal process.
   • Note: If you would like to provide visitors with additional instruction, use the Revise Submission link to update the Comments field (e.g., “As of Dec 12, 2013, this manuscript is available only through the publisher’s website at…”), and then use these steps to remove the submission that has already been posted.
2. The submission will automatically move from the Not yet posted state to the Withdrawn state.
3. Click the Update link, if you are withdrawing a submission that has been posted. Once the series has been updated, the submission’s metadata will remain present at its current URL, but the link to download the file will be replaced with a notice to visitors that this document has been withdrawn.