Post on 22-Apr-2015
description
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…
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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…
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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