Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

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


Published on

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

Published in: Education, Technology
  • Be the first to like this

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

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