Using Interfolio Data Service

This article provides an overview and explains how to use Interfolio Data Service to quickly and easily add information about your scholarly activities to Faculty Activity Reporting.

Interfolio Data Service regularly pulls in data about your scholarly activities from several large data sources.  On your homepage you are presented with matched records which you can easily validate and add to your account in Faculty Activity Reporting.  

Types of scholarship available via the Interfolio Faculty Data Service include:

  • Articles
  • Books
  • Book Chapters
  • Proceedings publications

For more information, see our FAQ on Interfolio Data Service.

Reviewing Matched Records

The Matched Records panel on the Faculty Activity Reporting Homepage presents you with the number of records the Interfolio Data Service has matched to you and made  available for your review (on the left of the page), as well as a count of records already added to your account (on the right of the page).

The Matched Records panel on the F180 Homepage presents you with the number of records the Interfolio Data Service has matched to you and made  available for your review

Click "Need Your Review" to review the matched records

Click "Need Your Review" to review the matched records

The My Records page

Records of activities matched to you will open on the Found tab of the My Records page. My Records  is a tabbed interface listing information gathered from Interfolio Data Service.

  • The Completed tab lists records already added to your account
  • The Found tab lists all records found and ready for your review
  • The Deleted tab lists records you have chosen not to add to Faculty Activity Reporting
Clicking to review matched records will open the Found tab of the My Records page.

Found Records

Matched records are listed on the Found tab in a paginated table.

  • Search: Enter terms in the search bar to search the list of found records
  • Sort: Click the sort term to sort the list...
    • By Title of Activity (alphabetically)
    • By Type (such as Article, Book, Book Chapter, Proceedings Publication)
    • By Date Published
  • Pagination: The table or records is paginated at 50 entries per page
Matched records are grouped together according to publication type such as Article, Book, Book Chapter and Publication Records.
Edit and accept matched records

Review information in the Edit and Accept window

In the panel that opens you can review the record to make sure it describes your activity accurately.  Any fields that are required in Faculty Activity Reporting must be completed before accepting the record.

Note: This window is scrollable and you may need to scroll down to see all data points and information.

Review information in the Edit and Accept window

Click Edit & Accept at the bottom left of the window to accept or make changes to the information

Click Edit and Accept at the bottom left of the window to accept or make changes to the information

Set the Term for the activity

From the dropdown box at the top of the form, select which term the activity will be reported for.

From the dropdown box at the top of the form, select which term the activity will be reported for.

Set the Status of the record

The default status is Completed/Published.

Available statuses are:

  • In Progress
  • Submitted
  • Revise & Resubmit
  • Accepted
  • In Press
  • Completed/Published
  • Work Discontinued
Set the Status of the record

Review the record for accuracy

Required fields are marked with a red asterisk. Review the record, correct any errors and provide any missing but required information.

For instance, in the example below you would need to select the Month/Season of the journal publication.

Scroll and click to save once the information is verified.

Required fields are marked with a red asterisk. Review the record, correct any errors and provide any missing but required information.

Accepted items appear on the Completed tab of My Records

Accepted items appear on the Completed tab of My Records

And are recorded as "Added to your account" on the Homepage

And are recorded as "Added to your account" on the Homepage

Accepted items will then appear in your Faculty Activity Reporting account as shown below:

Accepted items will then appear in your Faculty Activity Reporting account
About Untagged records

In some instances, we may receive records that have not been tagged with a record type such as Article, Book, Book Chapter etc.

These entries will appear in a section labeled as Untagged records where users can review them and assign them an appropriate type.

Once a type is assigned, you can Edit & Accept the record and it will appear in your Faculty Activity Reporting account.

Review the untagged record

To assign a type to an untagged record, select it from the list of Untagged records, and click to open and review it.

If a matched record comes into the sytem as untagged, it will be listed in an Untagged section and can be reviewed and assigned a type by the user.

Select the record type from the drop down list and click continue to save the record

Clicking the name of the untagged record opens a panel where you can review and edit details of the record. Clicking continue saves the record as the type you selected.

Note: The type cannot be changed once selected.

To assign a type to an untagged record, click to open it and select the type from the drop down list and click to Continue.

The record will now appear as the record type you selected as shown below:

The untagged record will now appear as the record type you selected above

Edit & Accept the record

Once a type is assigned to an Untagged record,  the user must Edit & Accept the record before it will appear in their Faculty Activity Reporting account.

Review the record, and if it is accurate, click Edit & Accept to add it to your account.

Important: Untagged matched record will not appear in your Faculty Activity Reporting account until you review and accept the record.

Review and Edit & Accept to add the untagged record to you Faculty Activity Reporting account
Delete matched records

To delete a record from Edit & Accept:

If a record needs to be deleted click Delete and verify your selection as shown below:

If a record needs to be deleted click Delete and verify your selection.

To  delete a record from the list of Found records:

Select the record to highlight it in the list and then click the trashcan to delete it.

Select the record to highlight it in the list and then click the trashcan to delete it.

Deleted records appear on the Deleted tab of My Records

Note: Deleted records will not be shown to you on the Home page or in the Found tab again.

To restore a deleted record to the Found tab, select the record and click the restore icon as shown below

Deleted records appear on the Deleted tab of My Records
Recently approved records

Recently approved records of journal articles will appear on your Homepage as shown below

Bibliographic information for the last 3 records that you have approved will appear on your Home page as shown below.

Please note that only recently approved journal articles will appear here.

Bibliographic information for the last 3 records that you have approved will appear on your Home page.