Easy In, Easy Out: Customizing Your Open Source

Publishing SoftwareTabatha Farney & Nina McHale

LITA National ForumOctober 1 2011

AgendaIntroductions

OJSUndergraduate Research Journal at UCCS (URJ-

UCCS)

Drupal’s E-Journal ModuleColorado Libraries journal

Comparison of metadata handling capabilities

Conclusions/questions/discussion

Before We Begin…

?

First published in Fall 2008 solely by the Kraemer Family LibraryShowcases 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

Introducing OJSFree, 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

OJS ImplementationInstallation: 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.

OJS and MetadataUses OAI-Protocol for Metadata Harvesting (OAI-PMH)

• Unqualified Dublin Core base (used for article metadata)

Supports Export in:• MARC• RFC1807• METS• XML for

indexes (specific to PubMed or DOAJ)

Article metadata from OJS.

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.

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

“Submissions” setup area for Journal Managers.

Want to change something else on the metadata

form? You’ll have to modify templates and database.

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.

What the Readers See… Reading Tools!

*

*Based on the plugins and reading tools the Journal Manager implements

Getting Data out of OJSBasic Plugins

Citation Format Plugins Allows readers to exports citations of articles in a

citation style or into a citation management tool (ie Refworks)

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.

Getting Data out of OJSExport Plugins

PubMed

DOAJ

CrossREF XML

Mets XML

Articles and Issues (OJS standard)

Several plugins for exporting journal contents:

Useful for indexing inside and outside of

OJS!

XML form Articles & Issues export.

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.

Getting Data out of OJSMetadata Harvesting

System is designed to promote metadata harvesting

Journal Managers can send metadata to OAIster or other OAI harvesters

Reasons for Harvesting Your Metadata:• Increased visibility

• Indexing in different search tools

• Other tools and services can use your data

Other Data ManagedData about the Journal

Metadata important for search engine indexing (SEO)

Journal usage statisticsGenerates usage reports in CSV

User DataXML export option available

Internal Data (policies, procedures, forms, and communications)

No direct export

Before We Continue…

?

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

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)

E-Journal ImplementationInstall 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)

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

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

What the Readers See…Table of Contents

What the Readers See…Article-Level

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

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

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

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

Sample Views OAI-PMH Output (No Data)

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

Getting Data out of E-Journal Manual Methods

Google ScholarRequires an archives page

Directory of Open Access Journals (DOAJ)

Indexed in WilsonWeb’s Library and Information Science Full TextWorking with EBSCO during their acquisition of

Wilson’s holdingsWilson currently grabbing them as PDFs

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

Metadata Handling Capabilities

OJS E-Journal (Drupal)

OAI Support Out-of-the-box With customization

Author indexing Out-of-the-box Out-of-the-box

Ability to customize metadata input

With customization Minor customization (CCK)

Ability to choose metadata standard

Not available Open choice (export from MySQL)

Reader features Out-of-the-box Out-of-the-box

RSS Out-of-the-box Out-of-the-box

Exporting into Metadata standards

METS, XML, Dublin Core

Dublin Core; others possible

Repository compatibility

Out-of-the-box (anything that’s SWORD compatible)

With customization (via contributed Drupal modules)

Mass/batch ingest XML export/import Export/import into MySQL

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

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

Further Reading: OJS, 1/2Tabatha A. Farney and 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.

Further Reading: OJS, 2/2Rick 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

Further Reading: E-JournalNina 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

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