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Create/Edit/Delete Records

Create/Edit/Delete Records

Owned by Sam Drella

Create New Record

  • From the side menu, click on the category of the record you'd like to create.
  • Click the dark gray New button.
  • Enter any applicable information, ensuring you complete all required fields.
  • Ensure you set the web profile status as Feature, Show, or Hide. If you select Hide, it will not appear on your directory web profile.
  • Search for the organization, group, award, conference, etc.
    • If not found, click on Create New checkbox to create a new account in the system.
  • Click Save.

Conference Note: Do not enter the year or the edition of the conference (e.g. 9th annual) in the conference name.  Because each conference is tied to an account, it will be difficult to report if each year is a different account.  Please put this information in the comments.


Click below to watch Create New Record video.



Edit Existing Record

  • From the side menu, click on the category of the record you'd like to edit. 
  • On the list view of records, click the blue affiliation key link (AF-xxxxx) to open the individual record. 
  • Click the Edit button, update any applicable fields, and save.
  • You can also click on the drop down to edit any records other than Working Paper.

Working Paper Important Note: To change a Working Paper to a different publication type, you must click the affiliation key link (AF-xxxxx) to open the record. Then click the Edit Working Paper button to properly edit and save the record.

In Progress Paper/Proceeding Important Note: To change an in progress journal article or conference/workshop proceeding to a different journal or conference, you must click the affiliation key link (AF-xxxxx) to open the record. Then click the Change Journal or Conference button to change the journal or conference and any additional fields.


Delete Record

  • From the side menu, click on the category of the record you'd like to delete.
  • On the list view of records, click the blue affiliation key link (AF-xxxxx) to open the individual record. 
  • Click the Delete button to delete the record.
  • You can also click on the drop down to delete any records right from the list view.




Click below to watch Edit/Delete Record video.

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