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Document management tools
for the next decade:
writing, citing and submitting
Alison McNab
University of Huddersfield
@AlisonMcNab @hudlib
Outline
• Active research
• Writing
• Document management software
• Journal selection tools
• Manuscript submission
Researcher Workflow
https://sr.ithaka.org/blog/what-is-researcher-workflow
Image: https://sr.ithaka.org/wp-content/uploads/2017/12/workflow-2.png
Document management #RWIRW

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It is important for publishers to update scholarly works to maintain trust in research. Crossmark provides a consistent way to show updates by embedding a button in HTML and PDF formats. This button displays additional publication information chosen by the publisher, including funding data, ORCIDs, and license information. It allows readers to easily access the most current version of content. Nearly 500 publishers are using Crossmark for over 5 million works, helping researchers cite updated information.

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methods
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• NVivo
• Systematic reviews
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• EndNote
• F1000 Workspace
• Mendeley
• PaperPile
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Toolbar
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Copyright assignment
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Document management #RWIRW

  • 1. Document management tools for the next decade: writing, citing and submitting Alison McNab University of Huddersfield @AlisonMcNab @hudlib
  • 2. Outline • Active research • Writing • Document management software • Journal selection tools • Manuscript submission
  • 5. Hypothetical workflow superimposed on tool combinations, derived from 2015-2016 survey and FORCE11 Scholarly Commons working group discussions (September 2016):
  • 9. Writing Google Docs Scrivener Word LaTeX (TeX implementations) • Overleaf, Papeeria Collaborative writing: • Authorea • Fidus Writer • IEEE Collabratec • Overleaf
  • 10. RMS software - more than just reference management PDF annotation Shared libraries Manuscript preparation / submission Integration with other research tools and methods • Data • NVivo • Systematic reviews
  • 12. Shared RMS “libraries” • Citavi • EndNote • F1000 Workspace • Mendeley • PaperPile • ReadCube Papers • RefWorks • Zotero
  • 13. Reference management on the go • Web and/or desktop interface • Browser extensions • RMS on mobile devices • Licensing: • Individual or site subscription • Open source / freemium
  • 14. Browser extensions: Finding OA or best copy Open Access Button Unpaywall Kopernio
  • 15. Advising on RM software • Where will you be searching for information? • Where will you do your reflection and writing? • Do you need a cloud-based “library”? • Will your searching and writing be carried out on a personal desktop PC / Mac or laptop or on shared / institutional equipment? • Is there a supported RM tool? • What do colleagues use?
  • 16. Word processor integration • Site licenses for Word enable RM integration in Toolbar • Personal devices will require a plug-in or cite (while or as) you write option • Default Referencing tool in Word can subsequently be imported into most RM software • LaTeX incorporates a basic bibliography tool, but there are more flexible and powerful options • GoogleDocs – built in citation tool plus several RM tools See:https://en.wikipedia.org/wiki/Comparison_of_reference_management_ software#Word_processor_integration
  • 17. Manuscript and pre-submission preparation Improving academic writing: Writefull Copyright assignment • Check employer and funder requirements Don’t forget the data! • Deposit in a repository and include DOI Locate ORCiD identifier and any system logins
  • 18. Journal selection (1) • Going beyond thinkchecksubmit.org • Advice from senior colleagues • Advice from the library and/or research office eg https://www.lboro.ac.uk/research/support/publishing/ •Open access and data policies
  • 19. Journal selection (2) Other considerations • Pre-print policy • Turnaround time for manuscripts • Continuous publication • Publication Ethics • Discoverability: • A&I and citation services, Ulrichs
  • 20. Journal selection (3) Publisher tools: EndNoteWeb Match (Clarivate) Journal Finder (Elsevier) JournalFinder Beta (Wiley) Journal Suggester (SpringerNature) Sage Path Journal submission intermediaries: Editage https://www.editage.com/ Wiley Editing Services
  • 21. Manuscript submission • Editorial Manager (AriesSys) • Evise (Elsevier) • ScholarOne (Clarivate) • Janeway • Open Journal Systems

Editor's Notes

  1. Integration with discovery Data PDF annotation Shared libraries Systematic reviews
  2. Image: https://sr.ithaka.org/wp-content/uploads/2017/12/workflow-2.png What is Researcher Workflow? https://sr.ithaka.org/blog/what-is-researcher-workflow/
  3. https://101innovations.wordpress.com/workflows/ Virtual ‘suites’ of tools/platforms from one company/organization, or supported by the same funder (last update March 2019):
  4. https://101innovations.wordpress.com/workflows/ Virtual ‘suites’ of tools/platforms from one company/organization, or supported by the same funder (last update March 2019):
  5. Manuscript preparation / submission – collaborative writing with built-in reference management facilities All reference management software includes tools to organize your articles into folders within your larger library, a means to identify and remove duplicate articles in your library, attach full text of articles (usually PDFs) to your library, highlight and annotate those articles, add PDFs from your computer to your library. Nvivo tutorials: https://www.youtube.com/user/QSRInternational/ Most major RM tools can be used for systematic reviews Specialist import filters Take care with deduplication Take care with shared libraries Rayyan (web / mobile application to assist systematic review authors) recommends editing references in RM software first
  6. Some RM tools are can be purchased on an individual or site subscription and others are open source / freemium software Adding references when they are mentioned at an event (if you locate the PDF you can import it) Useful for reading and/or annotating PDFs and editing your Library Not designed to support writing although you can usually email and copy citations
  7. Library, lab, home, fieldwork?
  8. Where there is a site license to a product, IT support can turn on the options in Word so that these products are available in the Toolbar. Paperpile – “is a full-featured reference manager right in your Google Doc”
  9. Writefull helps researchers improve their written English by suggesting improvements to academic language usage, such as sentence structures in scientific writing, discipline-specific vocabulary, and appropriate word choice.
  10. Other considerations Open access Pre-print policy Turnaround time for manuscripts Continuous publication Findability Publication Ethics
  11. Other considerations Open access Pre-print policy Turnaround time for manuscripts Continuous publication Findability Publication Ethics
  12. Other considerations Open access Pre-print policy Turnaround time for manuscripts Continuous publication Findability Publication Ethics
  13. Editorial Manager: Author Functionality Checklist https://www.ariessys.com/wp-content/uploads/combined-13.1.pdf Evise support https://www.elsevier.com/en-gb/editors/evise ScholarOne https://clarivate.com/webofsciencegroup/solutions/scholarone/