The document compares two open source publishing systems, Open Journal Systems (OJS) and Drupal's E-Journal module, that were used to transition print journals to online formats. OJS provides predefined roles and functionality tailored for peer review, while E-Journal offers more customization options as it is built on the flexible Drupal platform. Both systems allow importing and exporting metadata and content in various standards but may require additional plugins or custom code. The document discusses implementation, features, and suitability of each system based on journal needs and technical expertise.

1. Easy In, Easy Out: Customizing Your Open Source Publishing Software Tabatha Farney & Nina McHale LITA National Forum October 1 2011

2. Agenda Introductions OJS Undergraduate Research Journal at UCCS (URJ-UCCS) Drupal’s E-Journal Module Colorado Librariesjournal Comparison of metadata handling capabilities Conclusions/questions/discussion

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.

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) Coverage Type 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: PubMed DOAJ 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.

19. Indexing in different search tools

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 OAI-PMH 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 http://drupal.org/project/oai2forcck

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 http://drupal.org/project/oai2

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.  http://drupal.org/project/views_oai_pmh

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 http://openpublishapp.com

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 eISSN 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?” http://eprints.rclis.org/handle/10760/10055 E-Journal Module Documentation: http://drupal.org/node/187987

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 tfarney@uccs.edu Nina McHale Assistant Professor, Web Librarian University of Colorado Denver Technical Editor, Colorado Libraries nina.mchale@ucdenver.edu @ninermac