ExpressionEngine CMS
Open, Free, Amazing

Thread

This is an archived forum and the content is probably no longer relevant, but is provided here for posterity.

The active forums are here.

Statuses and Process for Editorial and Blind Peer Review

June 07, 2012 4:32pm

Subscribe [3]
  • #1 / Jun 07, 2012 4:32pm

    ddriver

    4 posts

    I’m using EE for an open access, peer-reviewed journal, and so it has a fairly involved editorial workflow. I’m curious if more experienced developers have suggestions about how to attach peer review reports to member submissions.

    We’ve got member/author profiles, and a channel for their original submissions (both set up easily enough with SafeCracker forms). The challenge is how best to handle the review process, which involves (1) managing editors who direct (2) member submissions to (3) reviewing editors. To protect the integrity of the process, the identities of (2) and (3) should be hidden from one another.

    We’ve set up the following statuses on the primary channel for submission entries. The first is set when someone makes a submission through the website. The remainder are subject to our editorial process.

    * Submitted
    * Assigned for Review
    * (Possible outcomes based on reviewer input:)
          - Declined and Closed
          - Declined with Suggestions
          - Revised and Resubmitted
          - Closed
          - Accepted for Publication
    * Revised for Publication
    * Typeset
    * Open

    I wonder especially if there’s a way for a super-admin or managing editor (1) to assign the post someone for a blind review (3), make a decision based that feedback, and then pass the review back to the submitting author (2). I suppose one might do something with reverse-related entries? It’s just a little unclear to me how to set it up.

    I am aware of modules like the award-winning Better Work Flow, but it doesn’t seem to provide for outside review.

    Thanks,
    Daniel

  • #2 / Jun 07, 2012 7:52pm

    Rob Allen

    3114 posts

    Just thinking out aloud with this one, I might not have grasped everything but here goes 😊

    Ordinary statuses might not work here so my suggestion is to use multiple Channels for your submissions, where all Channels share the same Custom field groups, Catgeory group(s) and Status group. What you then have is the ability for any editor to move entries between Channels.

    Basic setup

    1. Create 4 Channels
    a) New
    b) Review
    c) Published

    2. Create 2 member groups
    a) Member group for managers
    b) Member group for reviewers

    3. Assign member group permissions
    a) Managers can only access content in the “New” Channel
    b) Reviewers can only access content in the “Review” Channel

    4. Workflow
    a) Submission added to the “New” Channel
    b) Manager previews the submission
    c) Manager changes the Channel the entry belongs to “Review” (under Options)
    d) Reviewer reviews the new item
    e) Reviewer makes revisions, closes etc, or moves the entry to the “Published” Channel

    To protect the identity of the author from the reviewer you can either stop submitters names being included in the author list (Memder group prefs>Include Members in PUBLISH page multi-author list?), or you could hide the field using a custom publish page layout.

     

  • #3 / Jun 07, 2012 10:02pm

    ddriver

    4 posts

    Very clever. Thank you.

    Your suggestion is more elegant than the other approaches I’ve considered (repurposing channel comments, or related forum entries, or perhaps reverse-relating reviewer reports in another channel). I will have to think through how the hand-off would go, but it’s a smart way to sandbox user permissions.

  • #4 / Jun 07, 2012 10:12pm

    Shane Eckert

    7174 posts

    Hey ddriver,

    Rob has really taken some time to lay that out. Thanks for that Rob, another example of how awesome our community is here!

    Is this a good starting point for you ddriver? I can move this to Community Help if you would like to get some more input.

    Just let me know!

    Cheers,

  • #5 / Jun 08, 2012 6:27am

    ddriver

    4 posts

    Go ahead and move it over. And yes, thanks again Rob for such a thorough response.

  • #6 / Jun 11, 2012 5:38pm

    Shane Eckert

    7174 posts

    Hey ddriver,

    Moving!

    Cheers,

.(JavaScript must be enabled to view this email address)

ExpressionEngine News!

#eecms, #events, #releases