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Opus for the University Librarian

While its software is developed by UCLA, Opus is also integrated with a third-party system, Interfolio. In general, the University Librarian will interact exclusively with Interfolio to review cases for peer review.

 

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OPUS INTERFOLIO


 

Opus Process Steps

Click on each peer review type to expand and see an overview of the process steps.

 


Expand
titleAppointment Peer Review


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LHR: Initiate Case for Candidate


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 CAPA: Review & Recommendation


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 LHR: Close Case




Expand
titlePerformance Peer Review (with Ad Hoc)


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LHR: Initiate Case for Candidate


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Candidate: Upload Documents to Case


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RI: Review & Certification


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LHR: Audit & Send Case to CAPA


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CAPA: Review & Select Ad Hoc


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LHR: Assign Ad Hoc Committee to Case


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 Ad Hoc: Review & Recommendation


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CAPA: Review & Recommendation


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LHR: Audit & Send Case to UL


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UL: Review & Make Final Decision


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LHR: Close Case




Expand
titlePerformance Peer Review (no Ad Hoc)


Info
iconfalse

LHR: Initiate Case for Candidate


Info
iconfalse

Candidate: Upload Documents to Case


Info
iconfalse

RI: Review & Certification


Info
iconfalse

LHR: Audit & Send Case to CAPA


Info
iconfalse

CAPA: Review & Recommendation


Info
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LHR: Audit & Send Case to UL


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UL: Review & Make Final Decision


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LHR: Close Case



 

 

Step-by-Step Guide: Peer Review for the UL

The following guide outlines Opus peer review steps from the University Librarian's perspective for performance cases.

 

 

When to Start


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Case Ready Email

Once a case is ready for University Librarian Review, you will get an email notification prompting you to view the case.


 

 

How to Log In to Interfolio

(warning) Interfolio has compatibility issues with Internet Explorer. Please use the most updated versions of Google Chrome or Mozilla Firefox. If you are experiencing blank pages, forms, or buttons that do not work you may need to update your browser or delete old files out of your cookies and/or cache.

 

Expand
title1. Click "Review Candidate" in email prompt to get to Interfolio

 


Expand
title2. Click "Partner Institution"

(warning) Disregard the default log in screen. Because we're UCLA, we must log in as a Partner Institution.



Expand
title3. Search for and select "University of California-Los Angeles"

 



Expand
title4. Click "Sign In"

 



Expand
title5. Log in with your UCLA Logon ID and password

(warning) This Shibboleth login screen may not appear if you've logged in recently.

 


 

 

How to View Candidate's Packet


Expand
title1. On the Navigation menu, click "Cases" to go to your Case List



Expand
title2. Click on the candidate's name to open the case

 



Expand
title3. Click "Read Case" to view entire packet

(warning) This will take you to the document viewer that will allow you review each uploaded document.



Expand
title4. Once review is done, click "Return to Case"

 

 


 

 

How to View Action Summary Report


Expand
title1. Click on "Case Options" and select "View Candidate Info"

 



Expand
title2. Review the action summary report and then close the window to return to case

 

 


 

 

How to Download Packet

(star) Optional. Only download if you wish to review packets offline.

 

Expand
title1. Click "Read Case" to get to the document viewer

 



Expand
title2. Click "Download" then click "Document Packet" from the dropdown

 

 


Expand
title3. Click "Select All" for all documents and then click "Download PDF"

 


Expand
title4. Confirm that your download has been requested

 


Expand
title5. Go to the email from Interfolio and click "Get Documents"

 

(star) The link will take you directly to Interfolio but it may ask you to log back in again.

 


Expand
title6. Packet will download automatically

 


 

 

How to Log Final Decision

Expand
title1. Click on "Case Options" and select "View Candidate Info"

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(star) This will take you back to the Peer Review (or Appointment) Action Summary Report where you can log your decision.

 

Expand
title2. Click "Edit Responses"

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(warning) Two questions are left blank on the Peer Review (or Appointment) Action Summary Report for the UL to fill out.

Expand
title3. Fill out the "UL Decision" and "Final Action" fields on the form then click "Save"

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(warning) After you click "Save", you will be routed to the Case Information page instead of the case.

Expand
title4. Click on the candidate's name in breadcrumbs to return to case

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(warning) Return to case so that you can move the case forward to LHR for closing.

 

 

How to Move Case Forward

Expand
title1. Click "Send Case" and select "Forward to" if there are no issues with the case

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(warning) If there are issues with the uploaded documents and you need further clarification, DO NOT send this case forward. Please work with LHR to get the clarification you need.

 

Expand
title2. Uncheck the "Send a message..." box

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(warning) Interfolio defaults to checking this box. You don't need to send a message to move this case forward.

Expand
title3. Click "Continue" to move case forward to LHR

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(warning) After this step, simply log out and you're done.

 

(red star) This case will move forward to LHR for closing.