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Managing your PLOS Partnership

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Agenda

  • Partnerships team and key contacts/emails
  • Ensuring author eligibility to participate in TIB/PLOS agreement
  • Submission instructions for authors
  • Monthly Reports
  • Communication to authors
  • Librarian Welcome Pack

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Meet the team

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PLOS Partnerships Team: partnerships@plos.org

Sara Rouhi

Director, Strategic Partnerships, �PLOS

srouhi@plos.org

New agreements, changing agreements, exploring new models, exploring new forms of partnership

Kelsey McMahon

Customer Care Coordinator, PLOS

partnerships@plos.org

Invoices, billing, reports, contact information, CCC RightsLink, �general inquiries

Ulrike Wiechern

Accucoms Regional Sales Manager for Germany, Austria and Switzerland

ulrike@accucoms.com

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Setting up your account and author eligibility

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Implementation is set based by title/billing system

PLOS Internal Billing system via Editorial Manager

Aiming to identify unified billing solution in 2023 for implementation by 2024.

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At submission, author-provided metadata indicates if the accepted manuscript is eligible

Submissions instructions for Editorial Manager (9 Titles)

  1. Author profile should use institutional email
  2. Author profile should select Ringgold ID
  3. At payment step, authors should choose “My institution will pay all or part of my fee.”
  4. Authors should choose their institution from the drop down menu.

Detailed instructions on next slide and later in this presentation.

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Detailed author instructions for Flat Fee and Global Equity titles

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How does PLOS verify author eligibility?

  1. Author selection of institution in Publication Fees step
  2. Author self-affiliation in their Editorial Manager profile (Ideally they choose a Ringgold PID)
  3. PLOS derived fuzzy matching for institution names
  4. Monthly accepted manuscripts reports sent to institutions.

PLOS Internal Billing system via Editorial Manager

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How does your institution verify eligibility?

Institutions will receive a monthly accepted manuscripts (MAM) report showing the following for every paper accepted in the previous month:

  • author metadata
  • article metadata
  • DOI
  • FundRef ID (open text box)

Institutions have 14 days to approve/deny the papers listed in the report.

Contact institutionalbilling@plos.org to accept/deny papers attributed to the agreement and copy partnerships@plos.org.

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You can review author eligibility monthly via the Monthly Accepted Manuscript (MAM) report

Metadata fields included: Externally facing metadata (except italics)

  • First Name
  • Last Name
  • Institution
  • Organization/Department
  • Billing Address
  • Phone
  • Email
  • Manuscript Number
  • Title
  • ISSN
  • DOI
  • Product (refers to journal)
  • Original Submission Date
  • Final Decision Data
  • Funding Disclosure

Metadata fields included: internal PLOS fields

  • Document Number (internally generated metadata from Editorial Manager)
  • Document Name (internally generated metadata from Editorial Manager)
  • Account (Customer name)
  • Gross Amount (refers to APC)
  • Discount (refers to some monthly pay-as-you-go customers)
  • Paid by Institution (refers to some monthly pay-as-you-go customers)
  • PLOS Paid By Author (refers to remaining amount author paid, as per some monthly pay-as-you-go customers)
  • Item (internally generated metadata from PLOS billing system)
  • Author Details - (internally generated paper ID from Editorial Manager)

Monthly report FAQ here: https://docs.google.com/document/d/1yetbOWG4dkU4uPi0DPwbT8a7fAgO8K9LI4J4J48l_34/edit?usp=sharing

�View a sample report here.

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What happens if an author makes a mistake?

If authors do not follow instructions they may receive an invoice for an APC at acceptance. They or the library can:

  1. Email institutionalbilling@plos.org
  2. Email partnerships@plos.org

We will verify their eligibility, rescind the invoice and attribute the paper to the institutional agreement.

This happens from time to time and is not a big deal and quickly handled.

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CAP journals: No action for authors until papers are accepted

Community Action Publishing titles piloting RightsLink platform:

  • Still submit via Editorial Manager
  • No action for authors
  • Option to “view a quote” generated by RightsLink showing what is owed if they’re accepted

With highly selective titles the time to publication is usually longer and fewer papers are accepted.

Institutions may go several months before receiving notification of a published manuscript.

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Detailed author instructions for Community Action Publishing titles (with billing via RightsLink)

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PLOS Medicine, PLOS Biology & PLOS Sustainability and Transformation offer a “quote” view

ALL authors (regardless of CAP participation status) will have the same experience when submitting via Editorial Manager:

  1. At submission they are given a summary of publication fees and the option to view a “quote” of their expected fees.
  2. They take no action until the paper is accepted.

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“Quote” is generated by CCC RightsLink

Should authors select “View Publication Fees” they will be redirected to a “Quote” from CCC that takes into account their agreement terms.

The quote approximates their fees based on their agreement type and institutional affiliation.

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When an author’s paper is accepted, the library receives a notification

If you do not wish to accept/reject these papers in real time, you can set up “automatic approvals” via the RightsLink platform.

(See question #6 in RightsLink FAQ for libraries).

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CAP journals: At acceptance, author prompts approval in RightsLink

If authors do not follow instructions they may receive an invoice for an APC at acceptance. They or the library can:

We will verify their eligibility, rescind the invoice and attribute the paper to the institutional agreement.

This happens from time to time and is not a big deal and quickly handled.

You will also see accepted papers from RightsLink in the Monthly Accepted Manuscript report.

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Step -by-step instructions for authors

(Demo: view in presentation mode)

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Author eligibility is explained in submission guidelines for all journals…

https://journals.plos.org/water/s/submission-guidelines

https://journals.plos.org/plosone/s/submission-guidelines

https://journals.plos.org/plosmedicine/s/submission-guidelines#loc-cap

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Authors should visit our site to confirm which journals are covered by their agreement. This will update January 1.

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To be eligible for FREE publishing with PLOS you must

4. Contact PLOS if you have questions

  1. Log into Editorial Manager with your university email

2. Make sure your author profile is affiliated with your institution

3. Declare your affiliation at the payment step

Check our website to ensure your institution participates:

https://plos.org/resources/for-institutions/institutional-account-participants/

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1. Log into Editorial Manager

All submissions start in the PLOS submission platform, Editorial Manager. Login with your author login or your ORCID.

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Each author has an account profile:

“Update my information”

Make sure your author profile is affiliated with your institution

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Scroll to “Personal information” and update:

  1. Your email to your university email
  2. Link your ORCID to your account

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Scroll to “Institution Related Information

  • Find your institution/department in the drop down
  • If you type an institution not in the dropdown, you’ll be asked if you want to proceed.Go back and choose an ID from the dropdown.
  • Choosing an institution from the drop down critical to verifying your eligibility.

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Begin your submission: Save and continue later any time…

Declare your affiliation during the submission at the payment step

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Once you begin your submission, you can move around using the top level navigation; saving your work as you go

Declare your affiliation during the submission at the payment step

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Payment is covered in the “Additional information” section

Declare your affiliation during the submission at the payment step

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Scroll down to “Publication Fee.”

Select “My institution will fully pay.”

Within the Additional Information navigation, declare your affiliation during the submission at the payment step

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Select your institution and continue with your submission. There will be no further prompts.

Declare your affiliation during the submission at the payment step. This step is critical to verifying your eligibility.

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Questions?

Librarian Welcome Pack has several instruction guides for authors.

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Reports

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Two reports for partners - details here

Monthly accepted manuscripts - PLOS billing team

COUNTER usage stats - LibLynx

Click to edit Master title style

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2

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You can review author eligibility monthly via the Monthly Accepted Manuscript (MAM) report

Metadata fields included: Externally facing metadata (except italics)

  • First Name
  • Last Name
  • Institution
  • Organization/Department
  • Billing Address
  • Phone
  • Email
  • Manuscript Number
  • Title
  • ISSN
  • DOI
  • Product (refers to journal)
  • Original Submission Date
  • Final Decision Data
  • Funding Disclosure

Metadata fields included: internal PLOS fields

  • Document Number (internally generated metadata from Editorial Manager)
  • Document Name (internally generated metadata from Editorial Manager)
  • Account (Customer name)
  • Gross Amount (refers to APC)
  • Discount (refers to some monthly pay-as-you-go customers)
  • Paid by Institution (refers to some monthly pay-as-you-go customers)
  • PLOS Paid By Author (refers to remaining amount author paid, as per some monthly pay-as-you-go customers)
  • Item (internally generated metadata from PLOS billing system)
  • Author Details - (internally generated paper ID from Editorial Manager)

Monthly report FAQ here: https://docs.google.com/document/d/1yetbOWG4dkU4uPi0DPwbT8a7fAgO8K9LI4J4J48l_34/edit?usp=sharing

�View a sample report here.

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PLOS also partners with OA Switchboard

https://theplosblog.plos.org/2022/07/plos-and-oa-switchboard-announce-partnership/

Currently we only provide the P1 reports but are hoping to expand our partnership.

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Outreach and comms to your authors

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PLOS will contact all authors who have ever published with us from your org.

We have dedicated materials for library use.

We have dedicated author-facing materials.

We need your logo if you’re able to share! Please email it to partnerships@plos.org

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For those of you charging ATFs to your authors for PLOS ONE, Digital Health, Comp Bio, Genetics, Pathogens, and NTDs...we are updating banners/email language for you to use in messaging

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Next steps

  1. Review your approval/notification settings in RightsLink
  2. Look for your first monthly accepted Manuscript report in mid-February
  3. Bookmark our institutional partners page: https://plos.org/resources/for-institutions/institutional-account-participants/
  4. Save important email addresses: partnerships@plos.org and ulrike@accucoms.com
  5. Contact the Partnreships team wtih questions!

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Thanks!

Key contacts:

partnerships@plos.org

institutionalaccounts@plos.org (same inbox)

instititutionalbilling@plos.org for invoice inquiries.

Ulrike@accucoms.com for local language, local time-zone support.