Berkeley Lab Publications Management

This page describes Berkeley Lab's tools and process for tracking its publications activity and complying with our open-access requirements.

Log in to the tool here:

Training for Researchers

No lab-wide trainings are currently scheduled. If you would like to schedule a training for your division or group, please contact We're happy to come and visit your team!

Default Funding Office List Reset

A new release of the publications management software has slightly changed (and improved) funds linking during claiming. Now you can see any funding office in the system by setting the "Linked To" filter to "Anyone". As a result, we will be removing the default list of eight top-level funding offices that are presented to the user during claiming. Instead, clear the filter to find the funds you need. On later visit, only funds that you have used will be presented by default. This should make the tool easier to use by not showing you links that you will never use.



Significant Open Issues

  • No automated for LBNL Report Numbers
    • We are currently working to finalize a workflow for the allocation and application of LBNL Report Numbers in the new system. If you publish reports using manual entry method, you can go ahead and do so, but you should also email in order to get an LBNL report number for your report, which you can enter into the tool and add to your cover page. We apologize for this inconvenience!



Berkeley Lab's Publication Management tools have changed!

As of April 24, 2017, the Lab is rolling out a new publications management interface. The new system makes it easier to locate and track your publications and to comply with DOE and UC requirements supporting Open Access. This system replaces the existing reports coordination system.

 It is a DOE and UC requirement that all publications associated with Berkeley Lab be tracked and linked to an Open Access version. The Open Access version may be a copy of the published version of the paper if the journal permits it, a link to permanently open access version at a journal or other repository, or the author's final peer-reviewed manuscript. More information on these situations is available within the tool. For our compliance purposes, this open access policy applies from October 2015 onward.

If you are LBL Staff, you should use the new system, located here:

New Publications Management System (

  • After opening the link, click the "LBL" button and log in with your regular lab credentials


System for ALS Users

If you are an ALS user (not LBL staff) you should continue to use our legacy publications management system (

  • You can find LBNL reports in this system that were submitted to our previous reporting systems
  • Most recent non-ALS records from the legacy system will be exported to the new system
  • Legacy Systems FAQ



About the new publications system

The new system is based on Symplectic Elements, a database system designed for tracking publications and entering them into open access repositories. The UC California Digital Library, which runs a similiar database for all ten UC campuses, is hosting the system as our contractor.

Why a new tool?

In February of 2013, the White House Office of Science and Technology Policy issued a memorandum requiring that most federally funded research be made freely accessible to the general public. A formal DOE policy followed, and the Lab subsequently created its own consistent policy. In short, all work from Lab scientists must be made publically available. This is usually referred to as “open access.” This is mandatory, and it is retroactive to October 2015.

In order to make compliance as easy as possible for our researchers, we sought out a tool that would eliminate most or all of the data-entry associated with entering a new publications into the database. We chose Symplectic Elements, hosted by the UC’s California Digital Library because of their successful experience operating such a system on behalf of all the UC campuses, which have similar open-access requirements to ours.

For most researchers, Elements will periodically send an email when it finds their work in any of various databases (Web of Science, Scopus, etc). The researcher must then 1) click to claim the work, 2) specify which office funded the work, and 3) upload an open-access copy of the paper. We hope the process is as painless as possible.

Status of the existing (soon to be "old") reports coordination tool

This new system replaces the reports coordination page for all LBL users except ALS users. Publications published in the old tool will continue to be accessible. Eventually, all pubs from the old system will be back-loaded into the new one. Even after that back-loading has been complete, the publications in the old system will remain accessible so that external links to them will still function.

How it works – In a Nutshell

You can always log into the system and enter new, unpublished work from scratch. However, the system is designed to automatically discover your published or soon-to-be published work by searching external databases. When it does, you will receive an email informing you that work that may be yours has been found. Simply log in, claim (or disclaim) the work, provide a small amount of information about how which DOE offices funded the work (if applicable), and upload the required pre-publication manuscript required for open access, and you're done. We hope to make this process as painless as possible. In most cases, users will not have to enter any bibliographic data. Remember also, that only papers since October 2015 are subject to this policy.

OA Compliance Methods

The essential aspect of compliance is the open-access copy of the paper. There are three ways in which researchers can comply:

  1. Publish in an open-access journal. The system may already have the paper and will not prompt you to upload anything. Even if it doesn't, you can obtain the paper from where it resides and upload it to the system.
  1. Publish in a closed journal (one that requires access or subscription fees) and pay special “gold” open access fees to make your published work open-access.

  2. Publish in a closed journal, but upload the accepted manuscript in pdf form, which will be stored in the CDL’s open access repository. This file should be the final manuscript as accepted by the journal, but not the journal’s published copy; it should be a “generic” copy of the manuscript (without the journal’s proprietary formatting, logo, or other indicia).

This is part of a suite of Research Management Tools

Learn more about other tools for visualizing scholarly impact, bibliometrics, research networking, and opportunity finding here. 


Division Contacts

Each Division at the lab should have a primary and secondary publications management contact who will receive training in the system as well as rights to curate publications on behalf of anyone in their division. You can find the contact for your division in this sheet. This person should be able to help you deposit and manage publications, but if you need additional help, you can always contact us at


Frequently Asked Questions

Here's a short FAQ: Publications Management FAQ


Training and Intro Videos

(Scroll down to the training decks, which are more current than the videos.)


System Overview - for Researchers

How to Log in

How to Claim a Publication





More information


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