Opportunities and Challenges Using Open Source Software in Academic Libraries - TRY 2014

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University of Toronto Libraries - Information Technology Services

This document discusses opportunities and challenges of using open source software like Open Journal Systems (OJS) and Open Conference Systems (OCS) in academic libraries. OJS is used to manage journal workflows from manuscript submission to publication, while OCS manages conference workflows. OJS supports over 11,500 journals in 16 languages and is maintained by the Public Knowledge Project in partnership with other institutions. The document outlines benefits of OJS like being free, online-ready, enabling social media integration and standardizing/automating journal management processes. It also discusses opportunities for academic libraries to use OJS to address challenges from declining print readership and increasing needs for online access and impact evaluation.

Education Technology News & Politics

07/05/2014 1
USERS & PROGRAMMERS
Opportunities and Challenges
Using Open Source Software in
Academic Libraries
Octavio Escalante Menchaca
Sean Xiao Zhao

07/05/2014 2
WHAT IS OJS/OCS?
1. Open Journal Systems (OJS)
–Manage journal’s workflow
–Manuscript  Publication
2. Open Conference Systems (OCS)
–Manage Conference’s workflow
TRY Conference

07/05/2014 3
WHO SUPPORTS OJS/OCS?
● Open Source Software maintained by the PKP
PKP Development Partners.
Source: PKP 2014

07/05/2014 4
IMPORTANCE OF OJS
Source: Willinsky and Edgar (2010). A Survey of Scholarly Journals
Using Open Journal System
● 11,500
journals use it
● 16 languages
supported
(and growing)

07/05/2014 5
AN EXAMPLE
Source: Clinical and Investigative
Medicine (2014)
● H index: 31
● 1,618 articles
citing articles
from this journal
● Top 40 of medical
journals in
Canada
Source: SCimago Journal
and Country Rankings
(2014)

07/05/2014 6
WHO ARE THE USERS/
PROGRAMMERS?
● Users
– Editors
– (Readers)
● Programmers
– System administrators
– Computer scientists
– Technical support
● Power Users
– Editors (with some technical knowledge)

07/05/2014 7
WHICH ARE OUR USERS NEEDS?
● ↑ Revenue
● ↑ Number readers
● ↑ Impact of publications
(citations)
● ↑ Number and Quality of
submissions
● ↓ Costs
● ↓ Time needed to
manage the journal
● ↓ Customer churn

07/05/2014 8
CATEGORIES OF CUSTOMER
REQUIREMENTS
● ↑ Revenue
● ↑ Number readers
● ↑ Impact of publications
(citations)
● ↑ Number and Quality of
submissions
● ↓ Costs
● ↓ Time needed to
manage the journal
● ↓ Customer churn

07/05/2014 9
BENEFITS
● “Free”
● Online-ready
● Google indexation
● Social media integration
● Standardized process
● Automated tasks
● And more… 

Standard
• PayPal payments
• Author fees
• Reader fees
• General fees
Implemented by ITS
• PayPal donations
buttons
• PayPal integration
manuals
↑ REVENUE

Standard
• Standard Share buttons
Implemented by ITS
• Social Media Sharing
Buttons
• Social Media Following
Buttons
• DIY Manuals
↑ NUMBER OF READERS
↑ IMPACT

Standard
• OJS in an hour
• OJS Manuals
Implemented by ITS
• Introductory training
sessions
• DIY manuals
• Technical support
↓ TIME NEEDED TO MANAGE THE
JOURNAL

07/05/2014 13
SUMMARY
WHAT WE HAVE DONE?
● Social Media buttons
● Look customization
● Configuration and Technical Support
● Manuals and training sessions

07/05/2014 14
THE FUTURE OF OJS
● OJS 3.0a released last year
● Coding sprint held in Vancouver
– Focus on looks and highly requested features
● Continued support from partners
● Closer collaboration between OCUL and PKP

07/05/2014 15
CONCLUSION
● Open Source Software (including OJS) is free and
easy to use
● Reliable and mature software
● Supported by many institutions
● Can be setup with relative ease

07/05/2014 16
THANK YOU!
● Octavio Escalante Menchaca
– Octavio.escalantemenchaca@mail.utoronto.ca
● Sean Xiao Zhao
– Xiaofeng.zhao@utoronto.ca

07/05/2014 18
REFERENCES
O
•http://www.paragoninnovations.com/guide.sht
ml
•http://src-
online.ca/index.php/src/article/view/24/41

07/05/2014 19
OPPORTUNITIES – OJS
● Lack of funding
● ↓ Number of print
readers/subscribers
● ↑ Number of online readers
● ↑ Need to evaluate and increase
impact of publications
● ↑ Time for editors to manage
the publication/review processes
• “Free”
• Online-ready
• Social media
integration
• Standardizes process
• Automates tasks
Characteristics of OJS

07/05/2014 20
WHAT CAN YOU DO WITH OJS?
● Create a Journal
● Manage

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Opportunities and Challenges Using Open Source Software in Academic Libraries - TRY 2014

1. 07/05/2014 1 USERS & PROGRAMMERS Opportunities and Challenges Using Open Source Software in Academic Libraries Octavio Escalante Menchaca Sean Xiao Zhao

2. 07/05/2014 2 WHAT IS OJS/OCS? 1. Open Journal Systems (OJS) –Manage journal’s workflow –Manuscript  Publication 2. Open Conference Systems (OCS) –Manage Conference’s workflow TRY Conference

3. 07/05/2014 3 WHO SUPPORTS OJS/OCS? ● Open Source Software maintained by the PKP PKP Development Partners. Source: PKP 2014

4. 07/05/2014 4 IMPORTANCE OF OJS Source: Willinsky and Edgar (2010). A Survey of Scholarly Journals Using Open Journal System ● 11,500 journals use it ● 16 languages supported (and growing)

5. 07/05/2014 5 AN EXAMPLE Source: Clinical and Investigative Medicine (2014) ● H index: 31 ● 1,618 articles citing articles from this journal ● Top 40 of medical journals in Canada Source: SCimago Journal and Country Rankings (2014)

6. 07/05/2014 6 WHO ARE THE USERS/ PROGRAMMERS? ● Users – Editors – (Readers) ● Programmers – System administrators – Computer scientists – Technical support ● Power Users – Editors (with some technical knowledge)

7. 07/05/2014 7 WHICH ARE OUR USERS NEEDS? ● ↑ Revenue ● ↑ Number readers ● ↑ Impact of publications (citations) ● ↑ Number and Quality of submissions ● ↓ Costs ● ↓ Time needed to manage the journal ● ↓ Customer churn

8. 07/05/2014 8 CATEGORIES OF CUSTOMER REQUIREMENTS ● ↑ Revenue ● ↑ Number readers ● ↑ Impact of publications (citations) ● ↑ Number and Quality of submissions ● ↓ Costs ● ↓ Time needed to manage the journal ● ↓ Customer churn

9. 07/05/2014 9 BENEFITS ● “Free” ● Online-ready ● Google indexation ● Social media integration ● Standardized process ● Automated tasks ● And more… 

10. Standard • PayPal payments • Author fees • Reader fees • General fees Implemented by ITS • PayPal donations buttons • PayPal integration manuals ↑ REVENUE

11. Standard • Standard Share buttons Implemented by ITS • Social Media Sharing Buttons • Social Media Following Buttons • DIY Manuals ↑ NUMBER OF READERS ↑ IMPACT

12. Standard • OJS in an hour • OJS Manuals Implemented by ITS • Introductory training sessions • DIY manuals • Technical support ↓ TIME NEEDED TO MANAGE THE JOURNAL

13. 07/05/2014 13 SUMMARY WHAT WE HAVE DONE? ● Social Media buttons ● Look customization ● Configuration and Technical Support ● Manuals and training sessions

14. 07/05/2014 14 THE FUTURE OF OJS ● OJS 3.0a released last year ● Coding sprint held in Vancouver – Focus on looks and highly requested features ● Continued support from partners ● Closer collaboration between OCUL and PKP

15. 07/05/2014 15 CONCLUSION ● Open Source Software (including OJS) is free and easy to use ● Reliable and mature software ● Supported by many institutions ● Can be setup with relative ease

16. 07/05/2014 16 THANK YOU! ● Octavio Escalante Menchaca – Octavio.escalantemenchaca@mail.utoronto.ca ● Sean Xiao Zhao – Xiaofeng.zhao@utoronto.ca

17. 07/05/2014 17 Q&A

18. 07/05/2014 18 REFERENCES O •http://www.paragoninnovations.com/guide.sht ml •http://src- online.ca/index.php/src/article/view/24/41

19. 07/05/2014 19 OPPORTUNITIES – OJS ● Lack of funding ● ↓ Number of print readers/subscribers ● ↑ Number of online readers ● ↑ Need to evaluate and increase impact of publications ● ↑ Time for editors to manage the publication/review processes • “Free” • Online-ready • Social media integration • Standardizes process • Automates tasks Characteristics of OJS

20. 07/05/2014 20 WHAT CAN YOU DO WITH OJS? ● Create a Journal ● Manage

21. 07/05/2014 21 CREATE A JOURNAL: STEP 1

Opportunities and Challenges Using Open Source Software in Academic Libraries - TRY 2014

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