TDL Electronic Journals
Creating an Online Scholarly Journal Using Open
Journal Systems (OJS)
Kristi Park
Program Coordinator Texas Digital Library
Goals
–
Get comfortable in the OJS interface
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Understand some of the more advanced capabilities of OJS
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Set up a basic OJS journal and create a first issue (Journal Manager
and Editor roles)
–
Gain a general understanding of other roles (Author, Reviewer, Section
Editor, etc.)
Today’s agenda
•
Intro
E-journals, OJS, and the TDL
•
Section 1: The Basics
Roles in the OJS world
Features of an OJS journal
Claiming an e-journal
•
Section 2: Journal Management
Configuring the e-journal
•
Section 3: Editorial Process
About OJS
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Journal management and publishing system
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Facilitates Open Access publishing
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More than 6,500 installations worldwide
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Assists with every stage of the refereed publishing
process
Publication (& online indexing of content) Editing Peer Review SubmissionWhat you get with an OJS journal
• Journal website where viewers/readers see published articles and issues, information about journal policies, processes, and staff
• Optional “reading tools” that extend content of your journal • Email notification and commenting ability for readers (optional) • Online submission tool for authors
• Backend editorial workflow tools
• Online double-blind peer review process
• Secure user accounts for anyone touching the journal system (editors, reviewers, authors, etc.)
• Export tools for exporting content to other systems (CrossRef, DOAJ, etc.) • Optimized for search engine discovery (Google, etc.)
• Google Analytics plugin for monitoring site traffic
http://pkp.sfu.ca/?=ojs
OJS is brought to you by:
TDL’s online journal service
TDL responsibilities
• Hosted OJS installation for your journal – Maintenance, upgrades, backup – Notification of any changes that
will affect users (downtime due to upgrades, etc.)
• TDL Helpdesk
– For journal staff – e.g. How do I use this plugin? Does OJS have this feature? I don’t think this is working right, etc.
– For readers, authors, and other users– e.g. I can’t log in. I forgot my password, etc.
• Training and other resources
User responsibilities
• Editorial policy-making and oversight • All editorial workflow tasks
• Maintenance of site content (images, links, etc.)
• Notification of major changes to the journal
– If journal’s management transfers to another institution
– If journal ceases publication, moves to another platform, etc. • Extensive site customization that goes
beyond what is offered in the OJS interface (i.e. CSS modifications)
OJS BASICS
Roles
OJS uses roles to organize activities and spaces within the journal’s management and publishing website.
• Users may have more than one role (e.g. Journal Manager and Editor). • Multiple users can hold the same role (e.g. a team of 6 Editors).
Roles in OJS
Journal Manager Sets up journal and journal policies, manages users
Editor Oversees editorial workflow, creates and publishes
issues
Section Editor (optional) Manages editorial process for assigned articles
Reviewer Reviews assigned articles and makes
recommendation for publication
Author Submits article through online submission interface
Additional roles – copyeditor, layout editor, proofreader,
subscription manager (optional)
Optional roles that may be used depending on journal needs and size of journal staff.
OJS from a reader’s perspective
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About the journal
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Viewing articles
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Registering for a journal
•
Register with the Election Day Journal as a Reader and
Author
Submitting an article
•
Author must be registered with journal as
Author
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5-step process
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Start –
copyright agreement, submission checklist, etc.–
Enter metadata
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Upload submission
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Upload supplementary files
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Confirm submission
Submit an article tothe Election Day Journal.
JOURNAL SETUP
First steps to configuring a new journal
Go through the 5-step journal setup process.
Initial Setup – some things to think about
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Basic info about the journal (name, etc.)
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Journal policies and procedures
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Focus and scope
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Review policy
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Submission guidelines for authors
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Review guidelines (for peer reviewers)
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Copyright notice/Open Access policy
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Privacy statement
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Editorial workflow decisions
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Standard or email-attachment review process
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One person or multiple people working on each submission
Review Process models
Standard Review Process
E-mail Attachment Process
• Reviewers log in to the OJS journal (or are taken directly to the journal interface via one-click access).
• Reviewers enter comments and recommendations directly into the system.
• All communication with reviewer is handled by e-mail outside the OJS system
• Editor enters reviewer comments and recommendations into the OJS system.
Customizing OJS
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Using available themes
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Adding static web pages
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Using the Custom Block plugin
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More about customizing OJS:
MORE JOURNAL MANAGEMENT
• Add announcements • Create sections
• Configure Reading Tools • Create masthead
• User management • Plugins
User management
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Users Enrolled in this Journal
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Edit user accounts, log in as other users, remove
users, or disable accounts
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Enroll existing users into new roles (editor,
reviewer, etc.)
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E-mail multiple users at once
•
Create new users
Enroll John Smith as a Reviewer.
Create yourself as a new user.
THE EDITORIAL PROCESS
Editorial processes and roles
Process Roles
Submissions queue Author; Editor
Submission review Editor or Section Editor; Reviewer
Submission editing Editor or Section Editor; Copyeditor;
Layout Editor; Proofreader
Scheduling queue Editor
Select a reviewer
Select John Smith as a Reviewer.
What the Reviewer sees, cont.
Log in as John Smith to see the Reviewer interface.
What the Reviewer sees, cont.
Recommendation options: • Accept submission
• Revisions required • Resubmit for review • Resubmit elsewhere • Decline submission • See comments.
The Editing Process
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Copyediting
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Scheduling
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Layout
Create an issue
Create a future issue
