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Set Custom Terminology to Match Institution

Institutions vary widely in the vocabulary used to describe particular aspects of academic careers, functions, and designations. For this reason, Interfolio has made it easy for Administrators to replace default terms (such as Appointment, Rank, Event, and other terms used in the product), with custom terminology that better matches the language used at the institution. This article explains how to set up Custom Terminology from the Administration section of Lifecycle Management (LM).


Set Custom Terminology to Match Institution

1. Navigate to Custom Terminology under Administration 

Navigation: Administration > Custom Terminology

  1. Click Administration on the navigation menu.
    Administration selected under Lifecycle Management
  2. Click the Custom Terminology tile on the Administration page.
    Custom Terminology section with Customize terms used throughout the product to match the terminology used at your institution written below

2. Set Custom Terminology

Overview of Default Names

From the Custom Terminology page the default names of important aspects of the product can be seen and edited. Currently, users can set custom terms for the following terms.

Terminology Description
Appointment Appointments connect selected, qualified individuals to a title, position, post, or set of responsibilities for a designated period. For example an Appointment to Assistant Professor.
Event The reviews or milestones associated with a rank. For example, a Re-appointment Review, or Promotion to Tenure Review are Events.
Faculty The academic staff of an institution. Generally, the body of teaching and research staff at an institution.
Professional Journey A linked progression of multiple ranks connected together to create a career timeline. For example, The Clinical Faculty Journey might be made up of the ranks Clinical Instructor, Assistant Clinical Professor, Associate Clinical Professor, and Clinical Professor.
Rank Faculty appointments are classified into ranks and groups by title. Generally, ranks reflect the hierarchical structures used in academia, and may or may not be connected to particular rights and benefits that may or may not pertain to each category or classification. For example, a given appointment may be structured with the ranks Instructor, Assistant Professor, Associate Professor, and Professor
Series A series represents a sequence of academic titles in increasing order of rank, such as Assistant Professor, Associate Professor, Professor, or Faculty Fellow, Senior Faculty Fellow, Distinguished Faculty Fellow.
  1. Click Edit adjacent to the desired Default Name to make changes.
  2. Enter the Custom Singular Label and the Custom Plural Label in the fields provided on the Edit Label drawer that appears. For example, Academic Appointment and Academic Appointments.
    Edit Label section with Default Name and Default Plural Name listed. Custom Singular Label and Custom Plural Label fields listed below with Save button at the bottom
  3. Click Save when finished.

The new term will appear wherever that word is used throughout the product.