Working with reviews in Archie

Review Manager (RevMan) is used for writing and editing reviews. Editorial Manager is used for managing the editorial process. Archie is used for controlling author roles and permissions and status information about reviews (e.g. review stage); and storing accepted and published review versions. 

Reviews folder in the Resources view

The Reviews folder under Resources contains all your reviews. The default is to have separate folders for each stage: Vacant Titles, Registered Titles, Protocols, and Reviews. To adjust how folders display in your individual view, use Tools > Preferences > Resources > Subfolders in tree view.

The top Reviews folder shows the total number of documents in each folder, and how many of these are Active, Withdrawn, and Inactive.


Within each folder, the default is to list documents by status in the following order: Active, Published, Withdrawn, Inactive. To adjust this grouping, use Tools > Preferences > Resources > Group folder view by.

In the default view, Active reviews are further sorted into the following categories:

Stage CategoryCriteriaNotes 
ProtocolIn development - new 

Stage = Protocol

No published version at current stage

You must change a Registered title's stage to Protocol, to move it to the Protocols in development list
Published

Stage = Protocol

Published version at current stage

You must change a Protocol's stage to Full Review, to move it to the Reviews in development list
Review

In development - new

Stage = Review 

No published version at current stage


In development - update

Stage = Review 

Update Status on Updating tab in Review Properties = Update pending

Rationale on Updating tab in Review Properties = Authors currently updating 

You must 'Save and Publish' the information on the Updating tab to change a review or update's position on the list
Published

Stage = Review

Published version at current stage  

You must 'Save and Publish' the information on the Updating tab to change a review or update's position on the list

Adjust how reviews display in the Resources view

Default settings for listed reviews:

Folders are grouped by Review Stage: Vacant Titles, Registered Titles, Protocols, and Reviews.

Within each folder, documents are grouped in alphabetical order by Review Status: Active, Inactive, Published, Withdrawn. 

To adjust your personal settings, use: 

Tools > Preferences > Resources > Subfolders in tree view or Group folder view by.

Adjust the columns in the reviews list

The following columns can be displayed in the Resources view, from left to right:

  • Selection status of the review
  • Title
  • Stars
  • Contact Person
  • Review number (if used)
  • Publication status
  • Draft status of latest version
  • Authoring or Editorial Write Phase
  • Available for check out
  • Date last published
  • Type
  • Number of workflows In Progress/Pending
  • Update Status - see also Updating Classification
  • Reassess 

You can click any column heading to sort on that column. Click a heading again to switch between ascending and descending sort order (shown by the grey up- or down-arrow). You can choose how the contents of the Reviews folder is structured under Preferences. Any attribute chosen to group reviews by will not also be listed in a column.    

Tip: The columns that contain only icons are by default as narrow as possible. This makes it difficult to activate sorting on that column. To make it easier to do this, first make the column wider by clicking and dragging on the heading's boundary.

Tip: If you have made changes that are not immediately reflected in the Resources tree view, you can use View > Refresh to update the view for a folder.

Review Properties

Each individual review has a Properties window, which can be opened by double-clicking the title of the review in the relevant subfolder under Reviews or by right-clicking and choosing Properties. The review Properties summarize information about the review under the following tabs:

  • General – Includes Title; Title change message; Type; Group; Other contributing Review Groups; Stage; Review No; Starred; Stage; Write Phase (Authoring vs. Editorial; see ‘Review and version phases’, below); Publ status; Updated; Created; Modified; Availablity. 
  • People – Indicates which people have been assigned specific Document Roles in relation to the review. See Document roles.
  • Topics – Shows where the review is linked in Topics Lists. See Topics lists.
  • History – Details the history of the review, listing the current and previous versions, with the most recent version at the top. See Document versions.
  • Advanced – Displays information about the review's Status (Active, Withdrawn, Inactive), stage progression and dates, etc. See Advanced review properties
  • Updating - For managing the review's Updating Classification status (Only available for published Full Reviews)
  • Funding - Can be used to add details of how the review is funded
  • Notes – Can be used to create and read private or shared Notes about a review. See About Notes.
  • Workflows - Displays existing workflows (Completed, Aborted, In Progress and Pending) for that review. You can also create new workflows, view a workflow report, open workflow properties, and manage workflow files . See About workflows.