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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

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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, ikaros.cz<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 />http://drupal.org/project/oai2forcck<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 />http://drupal.org/project/oai2<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 />http://drupal.org/project/views_oai_pmh<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 />http://openpublishapp.com<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: http://pkp.sfu.ca/ojs_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 />http://eprints.rclis.org/handle/10760/10055<br />E-Journal Module Documentation:<br />http://drupal.org/node/187987<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 />tfarney@uccs.edu<br />Nina McHale<br />Assistant Professor, Web Librarian<br />University of Colorado Denver<br />Technical Editor, Colorado Libraries<br />nina.mchale@ucdenver.edu<br />@ninermac<br />

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