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Learning OMP (Open Monograph Press) - Editorial Interface

<!DOCTYPE html> <html lang="en-US"> <title>Learning OMP (Open Monograph Press) - Editorial Interface</title> <meta charset="UTF-8"> <meta name="viewport" content="width=device-width, initial-scale=1.0"> <meta property="og:title" content="Learning OMP (Open Monograph Press) - Editorial Interface" /> <meta property="og:site_name" content="PKP Docs"> <meta name="description" content="A guide to understanding the layout and functions in OMP's edtorial interface."> <meta property="og:description" content="A guide to understanding the layout and functions in OMP's edtorial interface."> <meta property="og:url" content="http://localhost:4000/learning-omp/en/editorial-interface.html"> <link type="text/css" href="/css/book.css" rel="stylesheet" media="all"> <script defer src="/assets/js/smooth-scroll.polyfills.min.js"></script> <script defer src="/assets/js/fontawesome.min.js"></script> <body class="body--withSidebar"> <div class="bookHeader"> <button id="sidebarControl" class="bookHeader__sidebarControl"> <span class="fa fa-bars" aria-hidden="true"></span> <span class="fa fa-times" aria-hidden="true"></span> <span class="-screenReader">Toggle Menu</span> </button> <a class="bookHeader__logo" href="/"> <img src="/img/logo-on-white.png" alt="PKP Docs" class="bookHeader__logoImage"> </a> <div class="bookHeaderTools"> <div class="search"> <style> div#___gcse_0 { display: inline-block; width: 400px; } </style> <script> (function() { var cx = '818b1cc7f90bc4afe'; var gcse = document.createElement('script'); gcse.type = 'text/javascript'; gcse.async = true; gcse.src = (document.location.protocol == 'https:' ? 'https:' : 'http:') + '//cse.google.com/cse.js?cx=' + cx; var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(gcse, s); })(); </script> <gcse:searchbox-only></gcse:searchbox-only> </div> <div class="versions"> <span class="version version--current">3.4</span> <a href="/learning-omp/3.3/" class="version">3.3</a> <a href="/learning-omp/3.2/" class="version">3.2</a> <a href="/learning-omp/3.1/" class="version">3.1</a> </div> </div> </div> <div class="book"> <a href="#sidebar" class="-screenReader"> Jump to table of contents </a> <div class="book__page"> <div class="book__content"> <div class="book__improve"> <a href="https://github.com/pkp/pkp-docs/edit/main/learning-omp/en/editorial-interface.md"> Edit this page </a> or <a href="https://pkp.sfu.ca/documentation-feedback/"> make a suggestion </a> </div> <h1 id="editorial-interface"> Editorial Interface </h1> <figure class="video_container"> <video controls="true" allowfullscreen="true"> <source src="./assets/learning-omp3.3-dashboard.mp4" type="video/mp4" /> </video> <figcaption>Video highlighting each of the editorial interface elements.</figcaption> </figure> <p>OMP 3 has a separate interface once you log into the editorial system. This makes it easier to customize the reader interface.</p> <p>The editorial interface is known as your dashboard and consists of the following elements:</p> <ol> <li> <p><strong>Top Navigation Bar</strong>: To the left, you will find the name of the press with which you are currently working. In the screenshot example, it is OMP3 Test Drive(TD) Press. If you are enrolled in more than one press on your OMP installation, you can use this to switch between presses. Next to that are your Tasks (items needing immediate attention). To the right, you can switch languages if the press is multilingual, view the reader interface, or click on your username to view your profile or logout.</p> </li> <li> <p><strong>Left Menu Panel</strong>: These are the major sections of the dashboard, including the submissions, catalog, settings, user and role management, tools, and statistics. Users with fewer permissions (e.g., Authors, Reviewers, Copyeditors, etc.) will see fewer options here.</p> </li> <li> <p><strong>Metadata Bar</strong>: This shows information about the manuscript. On the left is status, manuscript number, author, title. On the right are additional buttons that will allow you to preview the manuscript page once it’s published, and see the submission type (e.g. monograph, edited volume), activity log, and document library. In the image above, you will notice that the status is “Published,” the manuscript number is 22, the author is Veletsianos, etc.</p> </li> <li> <p><strong>Main Panel</strong>: In the main panel, you will see the area of the workflow you are working in. In the image above, you are looking at Copyediting stage of the editorial workflow, as indicated by the red line under.</p> </li> <li> <p><strong>Main Panel Submenus</strong>: Within the main panel, you will often see tabs that allow you to view various information about the area in which you are currently working. In this example, the submission record is broken into five sections (Submission, Internal Review, External Review, Copyediting, Production). Notice the Help tab to the right, which provides context-sensitive help for the page you are currently viewing.</p> </li> <li> <p><strong>Right Panel</strong>: From here, you can see the action buttons, such as Send to Internal Review. Different pages have different action buttons or decision notifications. Below the action button or decision notification is the Participants table, which lists everyone (except Reviewers) involved in the submission. In the image, above the action buttons are not shown, as it has been published.</p> </li> </ol> <div class="book__footer"> <div class="book__improve"> <a href="https://github.com/pkp/pkp-docs/edit/main/learning-omp/en/editorial-interface.md"> Edit this page </a> or <a href="https://pkp.sfu.ca/documentation-feedback/"> make a suggestion </a> </div> </div> </div> </div> <div class="book__sidebarScreen"></div> <div id="sidebar" class="book__sidebar"> <div class="book__summary"> <h1 id="summary">Summary</h1> <ul> <li><a href=".">Introduction</a> <ul> <li><a href="./#omp-3-features">Features</a></li> <li><a href="./#install-and-upgrade">Install and Upgrade</a></li> </ul> </li> <li><a href="./editorial-interface">Editorial Interface</a></li> <li><a href="./user-accounts">User Accounts</a> <ul> <li><a href="./user-accounts#permission-levels">Permission Levels</a></li> <li><a href="./user-accounts#roles">Roles</a></li> <li><a href="./user-accounts#creating-new-roles">Creating New Roles</a></li> <li><a href="./user-accounts#emailing-all-users-in-a-role">Emailing All Users in a Role</a></li> <li><a href="./user-accounts#granting-author-permissions">Granting Author Permission</a></li> </ul> </li> <li><a href="./press-setup">Setting up and Maintaining Your Press</a> <ul> <li><a href="./press-setup#press-settings">Press Settings</a></li> <li><a href="./press-setup#website-settings">Website Settings</a></li> <li><a href="./press-setup#workflow-settings">Workflow Settings</a></li> <li><a href="./press-setup#distribution">Distribution</a></li> </ul> </li> <li><a href="./tools">Tools</a> <ul> <li><a href="./tools#importexport">Import/Export</a></li> </ul> </li> <li><a href="./statistics">Statistics</a> <ul> <li><a href="./statistics#preprints">Monographs</a></li> <li><a href="./statistics#geographical-and-institutional-statistics">Geographical and Institutional Statistics</a></li> <li><a href="./statistics#editorial-activity">Editorial Activity</a></li> <li><a href="./statistics#users">Users</a></li> <li><a href="./statistics#reports">Reports</a></li> </ul> </li> <li><a href="./role-specific-workflows">Role-specific Workflows</a> <ul> <li><a href="./role-specific-workflows#author-workflow">Author Workflow</a></li> <li><a href="./role-specific-workflows#reviewer-workflow">Reviewer Workflow</a></li> <li><a href="./role-specific-workflows#editorial-workflow">Editorial Workflow</a></li> <li><a href="./role-specific-workflows#copyediting-workflow">Copyediting Workflow</a></li> <li><a href="./role-specific-workflows#productionpublication-workflow">Production/Publication Workflow</a></li> </ul> </li> <li><a href="./catalog-management">Catalog Management</a> <ul> <li><a href="./catalog-management#create-a-new-catalog-entry">Create New Catalog Entry</a></li> <li><a href="./catalog-management#select-featured-and-new-release-entries">Select Featured and New Releases</a></li> <li><a href="./catalog-management#manage-spotlights">Manage Spotlights</a></li> <li><a href="./catalog-management#author-browse-lists">Author Browse Lists</a></li> <li><a href="./catalog-management#add-books-to-series">Add Books to Series</a></li> <li><a href="./catalog-management#add-books-to-categories">Add Books to Categories</a></li> </ul> </li> </ul> </div> <div class="book__backToHub"> <span class="fa fa-long-arrow-alt-left" aria-hidden="true"></span> <p>Back to <a href="/">all documentation</a>.</p> </div> <div class="book__spacer"></div> </div> </div> <div class="book__footerWrapper"> <div class="siteFooter"> <nav class="siteFooter__container"> <div class="siteFooter__top"> <div class="siteFooter__nav"> <div class="siteFooter__navHeader"> Contact Us </div> <p>Have a question or suggestion about PKP’s documentation and user guides? 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