Presentation given at Cilip ARLG/MmIT day conference on "Research(er) Workflows in the Real World" on 9 Dec 2019 at the British Library Conference Centre. Conference summary at: https://mmitblog.wordpress.com/2020/01/20/researcher-workflows-in-the-real-world-a-guest-review-from-our-bursary-winner/

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

3. Researcher Workflow
https://sr.ithaka.org/blog/what-is-researcher-workflow
Image: https://sr.ithaka.org/wp-content/uploads/2017/12/workflow-2.png

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

22. Alison McNab
@AlisonMcNab
A.McNab@hud.ac.uk