Chair Instructions

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Chairs Instructions
Overview
CMT is a web-based software for managing the workflow of an academic
conference. It supports single sign-on for multiple conferences. The following are
examples of the functionalities supported:
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Set schedules and deadlines
Define submission and review criteria
Administer submission of abstracts and papers
Administer submission of supplementary materials
Add Reviewers to the system
Manage Reviewer bidding and paper assignment
Facilitate review discussions for resolving conflicting reviews
Notify Authors of acceptance/rejections
Manage camera-ready paper submissions
Note: CMT does not manage conference fees or logistics (accommodations, transportation or Visa issues)

Main roles include:
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Chairs – Administer all aspects of a conference, controls conference workflow
Track Chairs - Administer a track in multi-track conferences
Authors - Submit abstract, paper, camera-ready paper, copyright form and presentation
Reviewers - Review papers assigned by chairs, track chairs or meta-reviewers
Meta-Reviewers - Coordinate reviews for a set of papers and recommends paper acceptance or rejection
to chairs or track chairs

Managing Users
Chair Role
Chairs are responsible for overall conference tasks such as:

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Administer user’s roles
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Add co-chairs
Add track chairs
Invite reviewers and meta-reviewers

Administer conference activities
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Enable/disable activities
Email users about activity deadlines

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Control
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Review conflicts and assign papers

and customize conference workflow
Enable/disable settings to turn on/off features
Add subject areas
Configure forms (submission, review, metareviewer, author feedback, camera-ready, etc.)

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Review conflicts marked by authors for their
papers
Assign papers to reviewers and meta-reviewers

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Make paper decision and notify authors
o Add additional paper status options (default
options are Accept and Reject)
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Make paper decision based on reviews, metareviews, discussions, etc.
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Notify authors about paper decisions

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Administer camera-ready submission
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Request authors to submit camera-ready paper
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Download camera-ready papers

Add Co-Chairs
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Use “Users -> Actions -> Add New User” to add a new user and select “Chair” role.
Use “Users -> More -> Edit Roles and Track Permissions” to add a user to “Chair” role.

Add Track Chairs
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Use “Users -> Actions -> Add New User” to add a new user and select “Track Chair” role.
Use “More -> Edit Roles and Track Permissions” to add a user to “Track Chair” role.

Add Meta-Reviewers
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Use “Users -> Actions -> Add New User” to add a new user and select “Meta-Reviewer” role.
Use “More -> Edit Roles and Track Permissions” corresponding to add a user to “Meta-Reviewer” role.
Select “Users -> Actions -> Meta-Reviewers -> Import” to import a list of meta-reviewers.

Manage Meta-Reviewer Invites
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Select “Users -> Actions -> Meta-Reviewer -> Manage Invites”.
Use “Actions -> Invite Meta-Reviewer” to invite meta-reviewers individually.
Use “Actions -> Bulk Invite Meta-Reviewer” to invite meta-reviewers in bulk.

Add Reviewers
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Use “Users -> Actions -> Add New User” to add a new user and select “Reviewer” role.
Use “More -> Edit Roles and Track Permissions” corresponding to add a user to “Reviewer” role.
Select “Users -> Actions -> Reviewers -> Import” to import a list of reviewers.

Manage Reviewer Invites
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Select “Users -> Actions -> Reviewer -> Manage Invites”.
Use “Actions -> Invite Reviewer” to invite reviewers individually.
Use “Actions -> Bulk Invite Reviewer” to invite reviewers in bulk.

Email Users
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Use “Submissions -> Actions -> Email Authors” to send email to authors.
Use “Submissions -> Actions -> Email reviewers” to send emails to reviewers.

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Use “Users -> Actions -> Email Selected Users” to send emails to selected users after applying filters.

Understanding Activities
Chairs can enable activity status and set deadlines from “Timeline Settings” page using "Settings -> Set Activity
Timelines -> Deadlines".

New Paper Submission
To allow authors to create new paper submissions, the Chair needs to perform the following:

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Enable New Paper Submission activity from “Timeline Settings” page.
Set New Paper Submission deadline appropriately.

Edit Paper Submission
To allow authors to edit their paper submissions, the Chair needs to perform the following:

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Enable Edit Paper Submission activity from “Timeline Settings” page.
Set Edit Paper Submission deadline appropriately.

When Edit Submission activity is allowed, authors can:

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Edit title
Edit abstract
Submit or update paper file
Edit subject area
Edit author list
Edit Conflicts of Interest
Edit submission question responses

Supplementary Material Submission
In some conferences, chairs would like authors to submit additional material beside the regular submission file. The
material can include videos to demo the results; images that are not contained in the paper; proofs and
mathematical derivations that are not essential to the understanding of the submitted paper. To allow authors to
submit supplementary materials for their submissions, the Chair needs to perform the following:

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Select "Settings -> Configure Features -> Submission" to go to “Edit/Configure Submission Settings”
page.

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Select the checkbox to "Allow submission of supplementary material".
Configure supplementary material file types and size limits.
Enable "Supplementary Material" Activity from “Timeline Settings” page.
Set the "Supplementary Material" Activity deadline appropriately.

Meta-Reviewer Bidding
During Meta-Reviewer Bidding meta-reviewers can bid for papers they are interested in. Chairs need to take into
account the following when managing bidding.

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If New Paper Submission Activity is allowed during meta-reviewer bidding, author can create new paper
submission. Papers submitted during bidding period may not receive bids.

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If Edit Paper Submission Activity is allowed during meta-reviewer bidding, author can edit conflict of
interests for currently submitted paper. Changing conflicts of interests for papers during bidding period
may affect bidding.

Meta-Reviewer Assignment
Reviewer Assignment can be done in two ways.
Manually make assignments individually for each paper

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Select "Submissions -> More -> Edit Assignment (Meta-Reviewer)" for a paper to go to “Edit Assignments
(Meta-Reviewer)” page.

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To add meta-reviewers, select “All non-conflicting meta-reviewers” and check the checkboxes under
column "Assign" corresponding to the meta-reviewers to be assigned and click on "Save Changes".

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To remove meta-reviewers, select “Assigned meta-reviewers only” and uncheck the checkboxes under
column "Assign" corresponding to the meta-reviewers to be removed and click on "Save Changes".

Use Automatic Assignment Wizard to assign papers to meta-reviewers automatically

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Select "Submissions -> Actions -> Automatic Assignment (Meta-Reviewers)".

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Specify Maximum Number of Papers to assign for all meta-reviewers. For incremental assignments, select
the Maximum Number of Papers to assign for meta-reviewers to be greater than Number of Current
Assigned Papers.

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Optionally specify the weights of meta-reviewers’ bids, candidate suggestions, subject area relevance
used in automatic assignment.

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Click on "Run Automatic Assignments" to run assignment algorithm and display the results.

Use filter to select the papers for which you want to assign Meta-Reviewers automatically.
Specify Minimum Number of Meta-Reviewers to assign to the selected papers. For incremental
assignments, select the Minimum Number of Meta-Reviewers to assign for papers to be greater than
Number of Current Assigned Meta-Reviewers.

Review new assignment suggestions and save (or cancel) assignments.

Reviewer Bidding
During Reviewer Bidding reviewers can bid for papers they are interested in. Chairs need to take into account the
following when managing bidding.

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If New Paper Submission Activity is allowed during reviewer bidding, author can create new paper
submission. Papers submitted during bidding period may not receive bids.

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If Edit Paper Submission Activity is allowed during reviewer bidding, author can edit conflict of interests
for currently submitted paper. Changing conflicts of interests for papers during bidding period may affect
bidding.

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In a single-blind conference or conference track, reviewers can see names of authors during bidding and
reviewing.

Reviewer Assignment
Paper Assignment can be done in two ways.

Manually make assignments individually for each paper

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Select "Submissions -> More -> Edit Assignment (Reviewer)" for a paper to go to “Edit Assignments
(Reviewer)” page.

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To add reviewers, select “All non-conflicting reviewers” and check the checkboxes under column "Assign"
corresponding to the reviewers to be assigned and click on "Save Changes".

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To remove reviewers, select “Assigned reviewers only” and uncheck the checkboxes under column
"Assign" corresponding to the reviewers to be removed and click on "Save Changes".

Use Automatic Assignment Wizard to assign papers to reviewers automatically

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Select "Submissions -> Actions -> Automatic Assignment (Reviewer)".

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Specify Maximum Number of Papers to assign for all reviewers. For incremental assignments, select the
Maximum Number of Papers to assign for reviewers to be greater than Number of Current Assigned
Papers.

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Optionally specify the weights of reviewers’ bids, candidate suggestions, subject area relevance used in
automatic assignment.

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Click on "Run Automatic Assignments" to run assignment algorithm and display the results.

Use filter to select the papers for which you want to assign Reviewers automatically.
Specify Minimum Number of Reviewers to assign to the selected papers. For incremental assignments,
select the Minimum Number of Reviewers to assign for papers to be greater than Number of Current
Assigned Reviewers.

Review new assignment suggestions and save (or cancel) assignments.

Review Discussion
Review Discussion allows the reviewers to discuss a paper online. The Chairs need to perform the following:

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Enable Review Discussion Activity from “Timeline Settings” page.
Set a deadline for Review Discussion.
Select the papers to be discussed by enabling them for discussion from "Submissions" page.

Author Feedback
Author feedback questions are a set of predefined questions which may be required to complete reviewing of
certain papers. When Chairs enable papers for Author Feedback, Authors need to answer the questions in response
to reviewers’ comments. During the Reviewing Activity, Chairs can request Papers for Author Feedback.

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Enable Author Feedback activity from “Timeline Settings” page.

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This snapshot consists of Reviewer responses for questions that are marked as "Visible to Authors during
Author Feedback".

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Authors provide their feedback based on the review snapshot. They can provide feedback and make
changes as long as Author Feedback activity is enabled and deadline for this activity has not passed.

Set a deadline for Author Feedback.
Requests author feedback for papers. A snapshot of the current set of reviews for the corresponding
papers is created.

Reviewers may continue to make changes to their reviews. However, Authors cannot see changes to the reviews
made after the snapshot was created. If additional reviews are submitted or a different set of review questions are

made visible to authors during author feedback after snapshot has been generated, Authors do not see such
reviews.
Chairs can make the latest snapshot available to Authors of selected set of papers by setting Author Feedback as
requested for corresponding papers. Please note that this step is also needed for papers that already have Author
Feedback as requested, to refresh the corresponding review snapshot.

Paper Decision
After the program committee provides recommendation on papers to accept/reject, Chairs are ready to set paper
status for each paper.

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Configure Paper Status options using “Settings ->Configure Features -> Paper Status”.

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Set paper status for each paper.

For review questions configured as “Options with Value” type, Chairs have option to see the aggregate
values (min, max, average and spread) of reviewers’ responses on “Submissions” page by selecting
“Enable aggregate columns” setting on “Settings -> Features -> Review”. Chairs can filter and sort on
these values to help decide papers to accept/reject.

Author Notification
After setting paper status for each paper, Chairs can proceed to send out author notifications.

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From “Timeline Settings” page, set Author Notification as Complete and set deadline for this activity in the
past.

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Email Notifications to Authors. Authors will be able to see paper status, reviews and meta-reviews of their
papers.

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Author Notification Wizard can also be used to send emails using template. It automatically sets the
Author Notification activity status as Complete and reset deadline as appropriate.

Camera-Ready Submission
After paper decision making phase, Chairs can manage Camera-Ready Submission in CMT.

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Enable Camera-Ready Submission activity from “Timeline Settings” page.

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Chairs can optionally enable IEEE Copyright submission from “Settings -> Configure Features -> Camera
Ready Submission”.

Set a deadline for Camera-Ready Submission.
Request papers for Camera-Ready Submission using “Submissions -> Actions -> Bulk Request for
Camera-Ready”.

Forms
Chairs can configure the following forms from “Settings -> Forms”. Chairs can configure appropriate visibility for
each question on these forms.

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Submission Form
Review Form
Meta-Review Form

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Author Feedback Form
Camera Ready Submission Form

Feature Settings
Chairs can configure conference specific feature settings from “Settings -> Configure Features”.

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Paper Status

Subject Area

Submission
Review
Meta-Review
Bidding & Discussion
Camera Ready Submission
Author Feedback

Export Data
Chairs can export the following conference data to Excel or other formats from “Submissions -> Actions”.

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Submissions

Bids

Assignments
Reviews
Camera Ready Submissions

Download Files
Chairs can download the following files for archive from “Submissions -> Actions”.

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Submission Files
Supplementary Material
Camera Ready Files
Copyright Files



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