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title2.1 Multiphase OA Metadata Production Workflow (Detailed)

 After

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title2.1.1 Claiming a task

 After signing in go to the My Account menu on the far right and click on Submissions.

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By clicking Submissions, the button should redirect to the Submissions & Workflow tasks page.

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Scroll down in the queue until you find an item that is categorized in the

“Final

Final edit/approve step.” Check the box(es) for the item(s) you want to catalog and click

“Take selected tasks”

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If you selected just one item

Take selected tasks.” Most items edited in the multiphase workflow are deposited by Symplectic Elements. Be sure to check the Submitter column.

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When you have selected the item(s) you want to edit they should appear in your task queue:

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If you click on one of the item titles in your task queue, you will be taken to the item page where you can see a basic metadata overview and download a file version of the article (usually it is the author’s manuscript version submitted to the collection)

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On the same page you will see a menu for actions you can take.

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There are five actions to choose from:

    • Approve item: Clicking this button will submit the item and corresponding metadata into the Open Access Collection in DSpace making it live (This is usually the final step in the cataloging process unless it is possibly a duplicate).
    • Reject item: Clicking this button will reject the item and delete it from the task pool. See section 3 for instructions on how to reject an item.
    • Edit metadata: Clicking this button will take you through a series of pages where you can import metadata, make any necessary edits and verify the accuracy of the metadata.
    • Send to Acquisitions/Licensing: If there is missing acquisition or licensing information, send the item back to the Acquisitions/Licensing step. 
    • Cancel: Clicking this button will put the item into your own personal task queue but will not return it to the main task pool. This is useful if you need to return to an item at a later time, need to do more research, or need to ask a question about a given item.

Before you proceed to Phase 1, make sure to download the article pdf. If there is a mismatch between the attachment and item record, send it back to Acquisitions and Licensing step so the correct pdf. Word document versions of the author’s manuscript are also accepted file types for the repository. Sometimes there are supplemental materials attached to an item record; you do not need to download those.

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title2.2 Works with Many Many Many Authors (WWMMMAs)

 

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