10 Tips for setting up abstract management software

4 minute read

Sourcing abstract management software for your conference? Here are 10 things you need to do before you configure it.

Good abstract management software is a non-negotiable when you’re organising a research conference. Simple as. But here’s the catch: this software can only do its job if you configure it correctly. You’d be surprised how many organisers don’t and are forced to make on-the-fly decisions, carry out unnecessary manual checks or clarify confusion among authors, reviewers or delegates.

So, before you configure your conference’s abstract management system, complete these 10 tasks.

1. Define your submission parameters

You’ve already decided whether you’re collecting abstracts or papers. Great. But have you considered whether you want authors to upload their bios? Or if you want student submissions to be flagged as such?

Any good abstract management software will allow you to configure your submissions form so you get exactly what you need from authors. So before you open submissions, figure out the configuration options in your abstract submission platform and ensure your conference has the set-up it needs. 

2. Decide how you’ll allocate submissions within your abstract management software

When it’s configured correctly, an abstract management system can save you an incalculable amount of stress when you’re allocating submissions to reviewers. 

Before you send your Call for Papers, decide exactly how you’re going to allocate your submissions. Define your topics and whether you’re going to allow nepotism (where reviewers and authors have the same affiliation). Decide if you’ll allow authors to submit papers with unlimited topics, or if you’ll restrict them to just one or two. And decide if you’ll give reviewers the option to decline certain submissions while accepting others.

3. Decide if you’re using tracks or review groups

Most conferences collect, review and accept all their submissions together. But if your conference is broad, you may want to separate your technical programme into thematic areas (tracks). Tracks work like sub-conferences within a conference: each track can have its own chair, deadlines, topics and set of reviewers. 

And if your conference is more narrow in focus, but you’re expecting to get more than a hundred submissions, think about creating review groups – these allow different people to chair separate groups of submissions. 

If your conference needs tracks or review groups, you’ll need to enable them in your abstract management system before you open submissions.

4. Assess your reviewer workload (and be realistic)

Take a moment and do the sums. How many reviews does each submission need? How many submissions does this mean each reviewer will have to complete? And how much time will each review take? (As a rough guide: a 300-word abstract could take 30 minutes to review, whereas a paper could take a full day.) 

If reviewers have too many submissions, it doesn’t matter if your system has aced the allocation process: reviewers will miss their deadlines or go AWOL. If you think you’re overloading reviewers, invite more or consider dropping the number of reviews each submission needs. 

And be sure you configure your peer-review software to limit the number of submissions each reviewer gets. We’ve seen a conference where the organisers assigned each reviewer 120 submissions. You do not want to be that conference.

5. Define your abstract management marking scheme

I’ve seen more than a couple of research conferences who didn’t give a lot of thought to configuring their marking scheme and ended up with one committee member making snap decisions. 

A good marking scheme will boost the quality of reviews and – by extension –  the quality of your conference’s technical programme. So define your marking scheme before you open review in your abstract management software. Lay out your scoring criteria – and be clear and concise in what you expect of reviewers during the peer-review process. Add weight to certain scoring categories if they warrant it. Decide if you want to make it mandatory that reviewers write comments. Decide whether or not to make reviewer or chair comments visible to authors.

6. Agree on conference presentation types

Whether it’s oral or poster presentations, or through workshops, panels or symposia, decide how you want your accepted authors to present. 

It may seem way down the line, but deciding this before you configure your abstract management software means you can ask authors to indicate which type of presentation they’d like their submission to be considered for. And it means reviewers can recommend that submissions be presented in a certain way in your conference submission platform. 

7. Assign roles in your abstract management software

Any good abstract management system like Ex Ordo will allow you to give users different levels of permission. Before you open the submissions floodgate, decide who on your committee needs an account and what responsibilities each account should have. 

Don’t leave it till everything’s in to start deciding, work out who will take care of tasks like inviting reviewers; sending reminders; extending deadlines or making final decisions on submissions

8. Decide if you’re publishing a book of proceedings

Will your conference publish a book of proceedings? If you’re publishing a book, you’ll need to collect camera-ready (corrected and ready to publish) copies of submissions. 

If you decide this now, you can configure your abstract management system to do this, and save your committee the cost (and time) of getting your book formatted by a printer. And, with the right software, you’ll be able to create your book of proceedings directly from your abstract management system.

9. Build in contingency time

Lots of the decisions you make about how you’re collecting and reviewing submissions in your abstract management software will impact your conference timeline. For example, if you configure your system for a two-stage review or to collect camera-ready submissions, you’ll need to leave enough time for this to take place. 

Review your whole conference timeline (see the conference timeline in our eBook)  and check that your deadlines are realistic. And then add in some contingency to cover you if you need to extend submissions or review deadlines. If you don’t add some wiggle room, you may end up scrambling to pull things together at the last minute – which could mean late nights for you or your committee.

10. Assign the correct timezone to your conference

It’s easy to overlook the potential for confusion that’s created by timezones. Make sure your abstract management system is configured to your local timezone – and then make sure your authors and delegates are aware of this

You have more important things to be doing than fielding emails from authors who are eight hours ahead of you and feeling angry because they missed the submissions deadline.


If you skip these steps, you’ll be restricting how effective your abstract management system is, and giving yourself more work and stress into the bargain.

Academic conferences can be tricky beasts to plan. So make sure you’re getting the most out of any abstract management software you use.

Brian Campbell

Brian helps researchers find conferences on PaperCrowd. He enjoys entertaining his baby nephew, playing an insane amount of sport, and being wildly competitive at party games. (He’s a pass-the-parcel champion.) Previously, he worked as the admin of an international entrepreneurship research conference.