Building a scalable, sustainable service with OJS

B
Brian HoleResearcher and Publisher at UCL and Ubiquity Press
brian.hole@ubiquitypress.com	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  www.ubiquitypress.com	
  /	
  @ubiquitypress	
  
Brian	
  Hole:	
  PKP	
  Scholarly	
  Publishing	
  Conference	
  2013,	
  Mexico	
  City,	
  20	
  August	
  2013	
  
Building	
  a	
  scalable,	
  sustainable	
  
service	
  with	
  OJS	
  
brian.hole@ubiquitypress.com	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  www.ubiquitypress.com	
  /	
  @ubiquitypress	
  
Overview	
  
 The problem
 The solution
 Aspects of
modification
 The resulting
product
brian.hole@ubiquitypress.com	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  www.ubiquitypress.com	
  /	
  @ubiquitypress	
  
Problem:	
  needed	
  a	
  large,	
  scalable	
  journals	
  pla=orm	
  
  Experience	
  from	
  Elsevier,	
  BioMed	
  Central,	
  Dryad.	
  
  Commercial	
  plaLorms:	
  
  are	
  expensive	
  
  have	
  a	
  limited	
  feature	
  set	
  
  are	
  difficult	
  to	
  customize	
  
  Self-­‐built	
  plaLorms:	
  
  are	
  expensive	
  and	
  Pme-­‐consuming	
  to	
  build	
  
  require	
  constant	
  maintenance	
  
  sPll	
  scale	
  poorly	
  
brian.hole@ubiquitypress.com	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  www.ubiquitypress.com	
  /	
  @ubiquitypress	
  
Solu>on:	
  invest	
  in	
  running	
  and	
  modifying	
  OJS	
  
  Pros:	
  
  OJS	
  has	
  80%	
  of	
  the	
  features	
  of	
  
commercial	
  plaLorms	
  
  Is	
  good	
  for	
  individual	
  journals	
  
  Free	
  and	
  open	
  source	
  
  Cons:	
  
  Quickly	
  becomes	
  difficult	
  to	
  manage	
  with	
  mulPple	
  journals	
  
  Does	
  not	
  look	
  great	
  out	
  of	
  the	
  box	
  
  Many	
  features	
  required	
  by	
  professional	
  publishers	
  are	
  
absent	
  or	
  problemaPc	
  (though	
  steadily	
  improving)	
  
  E.g.	
  XML	
  rendering,	
  DOI	
  registraPon,	
  metrics	
  
brian.hole@ubiquitypress.com	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  www.ubiquitypress.com	
  /	
  @ubiquitypress	
  
Aspects	
  of	
  modifica>on	
  
1.  Improving	
  scalability	
  
2.  IntegraPng	
  external	
  services	
  
3.  Internal	
  fixes	
  
4.  Adding	
  features	
  
brian.hole@ubiquitypress.com	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  www.ubiquitypress.com	
  /	
  @ubiquitypress	
  
1.	
  Improving	
  scalability	
  
  Need	
  mulPple	
  journals	
  on	
  one	
  plaLorm,	
  	
  
with	
  individual	
  look	
  and	
  feel,	
  good	
  performance	
  
  Not	
  possible	
  with	
  vanilla	
  OJS	
  –	
  either	
  all	
  same	
  	
  
in	
  one	
  install,	
  or	
  mulPple	
  installs	
  required	
  
  Separated	
  core	
  files	
  from	
  customized	
  
  ConfiguraPon	
  loading	
  rewriben	
  
  Built	
  separate	
  back	
  end	
  system	
  to	
  amalgamate	
  all	
  journal	
  data	
  for	
  reporPng,	
  
centralized	
  display	
  and	
  metrics	
  
  Enabled	
  distribuPon	
  over	
  mulPple	
  web,	
  DB	
  and	
  file	
  servers	
  
  Results:	
  
  New	
  journals	
  can	
  be	
  rolled	
  out	
  very	
  quickly	
  
  Individual	
  journal	
  customizaPon	
  is	
  simple	
  
  Sodware	
  updates	
  are	
  quick	
  and	
  painless	
  
  Can	
  run	
  a	
  very	
  large	
  number	
  of	
  journals	
  without	
  performance	
  loss	
  
	
  
brian.hole@ubiquitypress.com	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  www.ubiquitypress.com	
  /	
  @ubiquitypress	
  
2.	
  Integra>ng	
  external	
  services	
  
  XML	
  typeseeng	
  done	
  offshore	
  
  Typesebers	
  are	
  automaPcally	
  noPfied	
  of	
  	
  
arPcles	
  ready	
  for	
  producPon	
  
  Then	
  log	
  in	
  to	
  access	
  files,	
  liaise	
  with	
  authors	
  	
  
re.	
  correcPons,	
  upload	
  final	
  XML	
  
  APC	
  billing	
  
  Currently	
  manual	
  
  IntegraPon	
  with	
  the	
  OAK	
  system	
  next	
  
  External	
  data	
  repositories	
  
  Currently	
  working	
  on	
  integraPon	
  with	
  Dryad,	
  Dataverse,	
  Zenodo	
  
  InsPtuPonal	
  repositories	
  
  Working	
  on	
  integraPon	
  with	
  SymplecPc,	
  ePrints	
  
	
  
brian.hole@ubiquitypress.com	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  www.ubiquitypress.com	
  /	
  @ubiquitypress	
  
3.	
  Internal	
  fixes	
  
  Improved	
  XML	
  rendering	
  
  Fixed	
  DOI	
  export	
  to	
  
CrossRef	
  
  Fixed	
  archiving	
  code	
  for	
  
CLOCKSS	
  
  MulPple	
  issues	
  with	
  
submission	
  system	
  
	
  
brian.hole@ubiquitypress.com	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  www.ubiquitypress.com	
  /	
  @ubiquitypress	
  
4.	
  Added	
  features	
  
  Professional	
  customisaPon	
  of	
  look	
  and	
  feel	
  
  ConPnuous	
  publishing	
  view	
  of	
  arPcles	
  	
  
  Special	
  collecPons	
  
  Improved	
  arPcle	
  informaPon:	
  how	
  to	
  cite,	
  license,	
  peer	
  review	
  
  Centrally-­‐controlled	
  adverPsing	
  
  ArPcle-­‐level	
  metrics	
  
  ArPcle	
  views,	
  downloads	
  (GA),	
  citaPons	
  (CrossRef)	
  
  Altmetrics	
  (tweets,	
  FB	
  likes,	
  Zotero	
  bookmarks,	
  Wikipedia	
  citaPons)	
  
  Journal	
  level:	
  most	
  recent,	
  most	
  popular	
  
  Twiber	
  feeds	
  
  Integrated	
  Disqus	
  commenPng	
  
  Automated	
  indexing	
  for	
  diverse	
  services	
  
  Improved	
  spam	
  counter	
  measures	
  
brian.hole@ubiquitypress.com	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  www.ubiquitypress.com	
  /	
  @ubiquitypress	
  
brian.hole@ubiquitypress.com	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  www.ubiquitypress.com	
  /	
  @ubiquitypress	
  
brian.hole@ubiquitypress.com	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  www.ubiquitypress.com	
  /	
  @ubiquitypress	
  
brian.hole@ubiquitypress.com	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  www.ubiquitypress.com	
  /	
  @ubiquitypress	
  
brian.hole@ubiquitypress.com	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  www.ubiquitypress.com	
  /	
  @ubiquitypress	
  
brian.hole@ubiquitypress.com	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  www.ubiquitypress.com	
  /	
  @ubiquitypress	
  
brian.hole@ubiquitypress.com	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  www.ubiquitypress.com	
  /	
  @ubiquitypress	
  
brian.hole@ubiquitypress.com	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  www.ubiquitypress.com	
  /	
  @ubiquitypress	
  
brian.hole@ubiquitypress.com	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  www.ubiquitypress.com	
  /	
  @ubiquitypress	
  
The	
  resul>ng	
  product	
  
 Ader	
  2	
  developer	
  years:	
  
 Highly	
  scalable,	
  low	
  cost	
  plaLorm	
  
 Enables	
  quick,	
  efficient	
  publishing	
  with	
  many	
  automated	
  aspects	
  
 Full-­‐suite	
  of	
  professional	
  features,	
  many	
  more	
  being	
  added	
  
 Uses:	
  
 MulPple	
  individual	
  journals	
  for	
  small	
  sociePes	
  
 Customised	
  journal	
  plaLorms	
  for	
  larger	
  sociePes,	
  with	
  
income	
  generaPng	
  ability	
  to	
  enable	
  transiPon	
  to	
  open	
  access	
  
 University	
  Press	
  plaLorms	
  
brian.hole@ubiquitypress.com	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  www.ubiquitypress.com	
  /	
  @ubiquitypress	
  
brian.hole@ubiquitypress.com	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  www.ubiquitypress.com	
  /	
  @ubiquitypress	
  
For	
  more	
  informa>on:	
  
Gracias	
  
Brian.hole@ubiquitypress.com	
  
@ubiquitypress	
  
hbp://www.ubiquitypress.com	
  
	
  	
  
Main	
  plaLorm	
  modificaPons	
  to	
  be	
  
released	
  under	
  GPL	
  in	
  2013	
  
1 of 20

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Building a scalable, sustainable service with OJS

  • 1. brian.hole@ubiquitypress.com                              www.ubiquitypress.com  /  @ubiquitypress   Brian  Hole:  PKP  Scholarly  Publishing  Conference  2013,  Mexico  City,  20  August  2013   Building  a  scalable,  sustainable   service  with  OJS  
  • 2. brian.hole@ubiquitypress.com                              www.ubiquitypress.com  /  @ubiquitypress   Overview    The problem  The solution  Aspects of modification  The resulting product
  • 3. brian.hole@ubiquitypress.com                              www.ubiquitypress.com  /  @ubiquitypress   Problem:  needed  a  large,  scalable  journals  pla=orm     Experience  from  Elsevier,  BioMed  Central,  Dryad.     Commercial  plaLorms:     are  expensive     have  a  limited  feature  set     are  difficult  to  customize     Self-­‐built  plaLorms:     are  expensive  and  Pme-­‐consuming  to  build     require  constant  maintenance     sPll  scale  poorly  
  • 4. brian.hole@ubiquitypress.com                              www.ubiquitypress.com  /  @ubiquitypress   Solu>on:  invest  in  running  and  modifying  OJS     Pros:     OJS  has  80%  of  the  features  of   commercial  plaLorms     Is  good  for  individual  journals     Free  and  open  source     Cons:     Quickly  becomes  difficult  to  manage  with  mulPple  journals     Does  not  look  great  out  of  the  box     Many  features  required  by  professional  publishers  are   absent  or  problemaPc  (though  steadily  improving)     E.g.  XML  rendering,  DOI  registraPon,  metrics  
  • 5. brian.hole@ubiquitypress.com                              www.ubiquitypress.com  /  @ubiquitypress   Aspects  of  modifica>on   1.  Improving  scalability   2.  IntegraPng  external  services   3.  Internal  fixes   4.  Adding  features  
  • 6. brian.hole@ubiquitypress.com                              www.ubiquitypress.com  /  @ubiquitypress   1.  Improving  scalability     Need  mulPple  journals  on  one  plaLorm,     with  individual  look  and  feel,  good  performance     Not  possible  with  vanilla  OJS  –  either  all  same     in  one  install,  or  mulPple  installs  required     Separated  core  files  from  customized     ConfiguraPon  loading  rewriben     Built  separate  back  end  system  to  amalgamate  all  journal  data  for  reporPng,   centralized  display  and  metrics     Enabled  distribuPon  over  mulPple  web,  DB  and  file  servers     Results:     New  journals  can  be  rolled  out  very  quickly     Individual  journal  customizaPon  is  simple     Sodware  updates  are  quick  and  painless     Can  run  a  very  large  number  of  journals  without  performance  loss    
  • 7. brian.hole@ubiquitypress.com                              www.ubiquitypress.com  /  @ubiquitypress   2.  Integra>ng  external  services     XML  typeseeng  done  offshore     Typesebers  are  automaPcally  noPfied  of     arPcles  ready  for  producPon     Then  log  in  to  access  files,  liaise  with  authors     re.  correcPons,  upload  final  XML     APC  billing     Currently  manual     IntegraPon  with  the  OAK  system  next     External  data  repositories     Currently  working  on  integraPon  with  Dryad,  Dataverse,  Zenodo     InsPtuPonal  repositories     Working  on  integraPon  with  SymplecPc,  ePrints    
  • 8. brian.hole@ubiquitypress.com                              www.ubiquitypress.com  /  @ubiquitypress   3.  Internal  fixes     Improved  XML  rendering     Fixed  DOI  export  to   CrossRef     Fixed  archiving  code  for   CLOCKSS     MulPple  issues  with   submission  system    
  • 9. brian.hole@ubiquitypress.com                              www.ubiquitypress.com  /  @ubiquitypress   4.  Added  features     Professional  customisaPon  of  look  and  feel     ConPnuous  publishing  view  of  arPcles       Special  collecPons     Improved  arPcle  informaPon:  how  to  cite,  license,  peer  review     Centrally-­‐controlled  adverPsing     ArPcle-­‐level  metrics     ArPcle  views,  downloads  (GA),  citaPons  (CrossRef)     Altmetrics  (tweets,  FB  likes,  Zotero  bookmarks,  Wikipedia  citaPons)     Journal  level:  most  recent,  most  popular     Twiber  feeds     Integrated  Disqus  commenPng     Automated  indexing  for  diverse  services     Improved  spam  counter  measures  
  • 10. brian.hole@ubiquitypress.com                              www.ubiquitypress.com  /  @ubiquitypress  
  • 11. brian.hole@ubiquitypress.com                              www.ubiquitypress.com  /  @ubiquitypress  
  • 12. brian.hole@ubiquitypress.com                              www.ubiquitypress.com  /  @ubiquitypress  
  • 13. brian.hole@ubiquitypress.com                              www.ubiquitypress.com  /  @ubiquitypress  
  • 14. brian.hole@ubiquitypress.com                              www.ubiquitypress.com  /  @ubiquitypress  
  • 15. brian.hole@ubiquitypress.com                              www.ubiquitypress.com  /  @ubiquitypress  
  • 16. brian.hole@ubiquitypress.com                              www.ubiquitypress.com  /  @ubiquitypress  
  • 17. brian.hole@ubiquitypress.com                              www.ubiquitypress.com  /  @ubiquitypress  
  • 18. brian.hole@ubiquitypress.com                              www.ubiquitypress.com  /  @ubiquitypress   The  resul>ng  product    Ader  2  developer  years:    Highly  scalable,  low  cost  plaLorm    Enables  quick,  efficient  publishing  with  many  automated  aspects    Full-­‐suite  of  professional  features,  many  more  being  added    Uses:    MulPple  individual  journals  for  small  sociePes    Customised  journal  plaLorms  for  larger  sociePes,  with   income  generaPng  ability  to  enable  transiPon  to  open  access    University  Press  plaLorms  
  • 19. brian.hole@ubiquitypress.com                              www.ubiquitypress.com  /  @ubiquitypress  
  • 20. brian.hole@ubiquitypress.com                              www.ubiquitypress.com  /  @ubiquitypress   For  more  informa>on:   Gracias   Brian.hole@ubiquitypress.com   @ubiquitypress   hbp://www.ubiquitypress.com       Main  plaLorm  modificaPons  to  be   released  under  GPL  in  2013