Easy In, Easy Out: Customizing Your Open Source Publishing Software

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Concurrent session delivered at the LITA National Forum, October 1, 2011

Concurrent session delivered at the LITA National Forum, October 1, 2011

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  • SWORD = simple web-services offering repository deposit; common repository deposit protocol  need to authenticate and have a destination collection to send data to; can instantly deposit in multiple repositories or have author select which repositories to be included in.
  • OAIster.worldcat.org; will be integrated in WorldCat.org


  • 1. Easy In, Easy Out: Customizing Your Open Source Publishing Software
    Tabatha Farney & Nina McHale
    LITA National Forum
    October 1 2011
  • 2. Agenda
    Undergraduate Research Journal at UCCS (URJ-UCCS)
    Drupal’s E-Journal Module
    Colorado Librariesjournal
    Comparison of metadata handling capabilities
  • 3. Before We Begin…
  • 4. First published in Fall 2008 solely by the Kraemer Family Library
    Showcases student research on campus & provides students the opportunity to learn the publishing process
    Now a joint venture with the UCCS Honors Program
    Published 8 issues to date
    Needed an “out of the box” publishing solution that supported a review process for multiple users
    Project Summary: URJ-UCCS
  • 5. Introducing OJS
    Free, open source publishing system
    Maintained by the Public Knowledge Project
    Comes with predesigned roles and functionality
    Designed to disseminate data about authors and articles
    “Artistic” representation of data going in and out of OJS
  • 6. OJS Implementation
    Installation: Automatic and Manual options
    System Requirements: PHP & MySQL
    Ready “out of box”
    Plugins and customizations embedded in the system
    URJ-UCCS uses: Majority of the Reading Tools and Export plugins, Web Feed Plugin for announcements, Google Analytics plugin, etc.
    User roles are predefined, just need to create accounts
    CSS Themes are included, but can be customized
    Major customizations beyond out of box will require modifying the template’s code or SQL database.
  • 7. OJS and Metadata
    Uses OAI-Protocol for Metadata Harvesting (OAI-PMH)
    • Unqualified Dublin Core base (used for article metadata)
    Supports Export in:
    • MARC
    • 8. RFC1807
    • 9. METS
    • 10. XML for indexes (specific to PubMed or DOAJ)
    Article metadata from OJS.
  • 11. Getting Data into OJS(out of box)
    Author submits the article and inputs metadata online
    Editor can modify inputted metadata
    Screenshot of OJS metadata form – no customizations.
  • 12. Getting Data into OJS(out of box con’t)
    Submission form can be “edited” by the Journal Manager
    Journal Manager controls the following fields:
    Subject (keywords & discipline)
    Want to change something else on the metadata form? You’ll have to modify templates and database.
    “Submissions” setup area for Journal Managers.
  • 13. Getting Data into OJS(semi-out of box)
    Quick Submit Plugin
    Great for uploading 1-10 articles at one time (geared towards Editors)
    Import Issue & Article XML
    Massive upload of articles through the Articles & Issues XML Plugin (tool for the Journal Managers)
    Citation Mark-Up Submission Plugin
    Authors input citations separately. Helps verify and standardize citation data.
  • 14. What the Readers See…
    Reading Tools!*
    *Based on the plugins and reading tools the Journal Manager implements
  • 15. Getting Data out of OJSBasicPlugins
    Citation Format Plugins
    Allows readers to exports citations of articles in a citation style or into a citation management tool (ieRefworks)
    Sharing Option (Reading Tools)
    Readers can instantly post articles to social networking sites
    Web Feed Plugin (Generic Plugin)
    Creates an RSS feed based on articles and published issues.
    XML Galley Plugin (Generic Plugin)
    Takes an XML file article submission and generates an HTML and PDF galley version.
  • 16. Getting Data out of OJSExport Plugins
    Several plugins for exporting journal contents:
    CrossREF XML
    Mets XML
    Articles and Issues (OJS standard)
    Useful for indexing inside and outside of OJS!
    XML form Articles & Issues export.
  • 17. Getting Data out of OJSWorking with Repositories
    SWORD Plugin (Generic Plugin)
    Allows systems to upload metadata and documents directly into DSpace, Eprints, Fedora, Intralibrary repository systems
    Have authors initiate the process or handled by the Journal Manager.
    For non-SWORD compliant….
    Manually ingest metadata using any XML export option into your repository.
  • 18. Getting Data out of OJSMetadata Harvesting
    System is designed to promote metadata harvesting
    Journal Managers can send metadata to OAIster or other OAI harvesters
    Reasons for Harvesting Your Metadata:
    • Increased visibility
    • 19. Indexing in different search tools
    • 20. Other tools and services can use your data
  • Other Data Managed
    Data about the Journal
    Metadata important for search engine indexing (SEO)
    Journal usage statistics
    Generates usage reports in CSV
    User Data
    XML export option available
    Internal Data (policies, procedures, forms, and communications)
    No direct export
  • 21. Before We Continue…
  • 22. Project Summary: Colorado Libraries
    In January 2009, the Executive Board of the Colorado Association of Libraries cut the budget for printing the association’s quarterly journal
    The journal had been published in print for 34 years (1975- )
    Content for issues 35.1, 35.2, and 35.3 was either complete or under preparation
    The Publications Committee needed an online solution quickly
  • 23. Introducing E-Journal
    A contributed module available for the free, open source content management system, Drupal
    Designed to emulate the OJS publishing process in Drupal 5 & 6
    Maintained by librarian and CERN fellow Roman Chyla
    Chyla found OJS to have a “rigid workflow” and “little modularity”
    Used initially for a Czech library science journal, ikaros.cz
    Comes with predesigned roles and functionality, with some flexibility and extensibility
    Highly customizable look and feel (Drupal themes)
  • 24. E-Journal Implementation
    Install Drupal; install/activate the E-Journal module and Content Construction Kit (CCK) module
    Create content types: editorials, articles, columns, book reviews, etc.
    Use taxonomy module (in Drupal core) to structure the content types into the desired order
    Other recommended Drupal modules to use in conjunction with E-Journal: Pathauto, Google Analytics, CK Editor (or other WYSIWYG editor)
  • 25. Getting Data into E-JournalContent Types
    CCK content types created for every “piece” of journal, i.e., articles, editorials, book reviews
    Editors currently input and modify data
    Future plans include author’s direct submission of articles and metadata
  • 26. Getting Data into E-JournalTaxonomy
    Create a taxonomy using the Drupal core taxonomy module
    The taxonomy will provide the structure for your journal issues
    Taxonomy supports parent/child terms
  • 27. What the Readers See…Table of Contents
  • 28. What the Readers See…Article-Level
  • 29. Getting Data out of E-Journal: Some Drupal Module Options
    While there is nothing out-of-the-box in Drupal Core or E-Journal, there are ways to export data from Drupal’s backend database (usually MySQL)
    OAI2 for CCK
    Views OAI-PMH
  • 30. Getting Data out of E-Journal: OAI2 for CCK Module
    “…expose[s] content (its metadata) as an OAI-PMH repository. It will then be accessible by OAI harvesters.”
    Drupal versions 5 & 6 (beta)
    64 sites currently using
  • 31. Getting Data out of E-Journal: OAI-PMH Module
    “This module provides an OAI-PMH interface to the Bibliography Module.”
    Bibliography Module provides support for PubMed, BibTex, RIS, MARC, XML
    Dependent upon the Drupal Bibliography module
    Available for Drupal 6 only (but has a successor for Drupal 7)
    50 sites currently using
  • 32. Getting Data out of E-Journal: Views OAI-PMH Module
    “…a Views plugin module which creates a OAI-PMI data provider using any fields which the Views module has access to.”
    Requires Drupal Views module, version 3.x
    In beta for Drupal 6 & 7 (Successor of OAI-PMH)
    Sponsored by the Minnesota State Historical Society, in use by 24 sites
    E-Journal doesn’t rely on Views. 
  • 33. Sample Views OAI-PMH Output (No Data)
  • 34. OpenPublish?
    “OpenPublish is a packaged distribution of the popular open source social publishing platform, Drupal, that has been tailored to the needs of today's online publishers.”
    For Drupal 6, 7 alpha
    In use by 660 sites
  • 35. Getting Data out of E-Journal Manual Methods
    Google Scholar
    Requires an archives page
    Directory of Open Access Journals (DOAJ)
    Indexed in WilsonWeb’s Library and Information Science Full Text
    Working with EBSCO during their acquisition of Wilson’s holdings
    Wilson currently grabbing them as PDFs
  • 36. Other Information Managed
    Data about the Journal
    “About” page that includes publication history and reasons for print => online shift
    Journal usage statistics
    Web analytics data collected by Google Analytics Drupal module
    User Data
    Author/editor/reviewer info displayed on user pages
    Internal Data
    Author/editor/book reviewer guidelines, style manual, blog
  • 37. Metadata Handling Capabilities
  • 38. Use OJS if…
    You want/need to support the peer review process
    You want/need a stand-alone system
    You want/need robust and flexible metadata management out-of-the box
  • 39. Use E-Journal if…
    Your publication doesn’t necessarily require the rigid structure of the peer review process
    You have easy access to a Drupal environment
    You have experience with Drupal
    You want more robust look and feel (“theme”) options available from a developer community
  • 40. Further Reading: OJS, 1/2
    Tabatha A. Farneyand Suzanne L. Byerley. “Publishing a Student Research Journal: A Case Study.” portal: Libraries and the Academy. 10(3): 323-335.
    John Willinsky. "Open Journal Systems: An example of open source software for journal management and publishing," Library Hi Tech, 23.4, 504 – 519.
  • 41. Further Reading: OJS, 2/2
    Rick Kopak & Chia-Ning Chiang. (2009). "An interactive reading environment for online scholarly journals: The Open Journal Systems reading tools," OCLC Systems & Services, 25.2, 114 – 124.
    Andrea Kosavic. (2010). “The York Digital Journals Project: Strategies for institutional Open Journal Systems implementations.” College & Research Libraries, 71.4, 310-321.
    Documentation: http://pkp.sfu.ca/ojs_documentation
  • 42. Further Reading: E-Journal
    Nina McHale. (2011). “Open Access Publishing with Drupal,” forthcoming.
    Roman Chyla. (2007). “What Open Source Webpublishing Software Has the Scientific Community for E-journals?”
    E-Journal Module Documentation:
  • 43. Questions? Comments?
    Tabatha Farney
    Assistant Professor, Web Services Librarian
    University of Colorado Colorado Springs
    Journal Manager, The Undergraduate Research Journal at UCCS; Layout Editor, Colorado Libraries
    Nina McHale
    Assistant Professor, Web Librarian
    University of Colorado Denver
    Technical Editor, Colorado Libraries