TDL Electronic Journals

Transcription

1 TDL Electronic Journals Creating an Online Scholarly Journal Using Open Journal Systems (OJS) Kristi Park Program Coordinator Texas Digital Library

2 Goals Get comfortable in the OJS interface Understand some of the more advanced capabilities of OJS Set up a basic OJS journal and create a first issue (Journal Manager and Editor roles) Gain a general understanding of other roles (Author, Reviewer, Section Editor, etc.)

3 Today s agenda Intro E-journals, OJS, and the TDL Section 1: The Basics Roles in the OJS world Features of an OJS journal Claiming an e-journal Section 2: Journal Management Configuring the e-journal Section 3: Editorial Process Creating an issue

4 About OJS Journal management and publishing system Facilitates Open Access publishing More than 6,500 installations worldwide Assists with every stage of the refereed publishing process Submission Peer Review Editing Publication (& online indexing of content)

5 What you get with an OJS journal Journal website where viewers/readers see published articles and issues, information about journal policies, processes, and staff Optional reading tools that extend content of your journal notification and commenting ability for readers (optional) Online submission tool for authors Backend editorial workflow tools Online double-blind peer review process Secure user accounts for anyone touching the journal system (editors, reviewers, authors, etc.) Export tools for exporting content to other systems (CrossRef, DOAJ, etc.) Optimized for search engine discovery (Google, etc.) Google Analytics plugin for monitoring site traffic OJS is brought to you by:

6 TDL s online journal service TDL responsibilities Hosted OJS installation for your journal Maintenance, upgrades, backup Notification of any changes that will affect users (downtime due to upgrades, etc.) TDL Helpdesk For journal staff e.g. How do I use this plugin? Does OJS have this feature? I don t think this is working right, etc. For readers, authors, and other users e.g. I can t log in. I forgot my password, etc. Training and other resources User responsibilities Editorial policy-making and oversight All editorial workflow tasks Maintenance of site content (images, links, etc.) Notification of major changes to the journal If journal s management transfers to another institution If journal ceases publication, moves to another platform, etc. Extensive site customization that goes beyond what is offered in the OJS interface (i.e. CSS modifications) Maintenance of an Open Access policy

7 Roles; OJS from a reader s perspective OJS BASICS

8 Roles OJS uses roles to organize activities and spaces within the journal s management and publishing website. Users may have more than one role (e.g. Journal Manager and Editor). Multiple users can hold the same role (e.g. a team of 6 Editors). Roles in OJS Journal Manager Editor Section Editor (optional) Reviewer Author Additional roles copyeditor, layout editor, proofreader, subscription manager (optional) Sets up journal and journal policies, manages users Oversees editorial workflow, creates and publishes issues Manages editorial process for assigned articles Reviews assigned articles and makes recommendation for publication Submits article through online submission interface Optional roles that may be used depending on journal needs and size of journal staff.

9 OJS from a reader s perspective About the journal Viewing articles Registering for a journal Do this! Register with the Election Day Journal as a Reader and Author

10 Submitting an article Author must be registered with journal as Author 5-step process Start copyright agreement, submission checklist, etc. Enter metadata Upload submission Upload supplementary files Confirm submission Submit an article to Do this! the Election Day Journal.

11 Do this! Go through the 5- step journal setup process. First steps to configuring a new journal JOURNAL SETUP

12 Initial Setup some things to think about Basic info about the journal (name, etc.) Journal policies and procedures Focus and scope Review policy Submission guidelines for authors Review guidelines (for peer reviewers) Copyright notice/open Access policy Privacy statement Editorial workflow decisions Standard or -attachment review process One person or multiple people working on each submission Customization i.e. the look

13 Review Process models Standard Review Process Attachment Process Reviewers log in to the OJS journal (or are taken directly to the journal interface via one-click access). Reviewers enter comments and recommendations directly into the system. All communication with reviewer is handled by outside the OJS system Editor enters reviewer comments and recommendations into the OJS system.

14 Customizing OJS Using available themes Adding static web pages Using the Custom Block plugin More about customizing OJS:

15 Add announcements Create sections Configure Reading Tools Create masthead User management Plugins Advanced capabilities MORE JOURNAL MANAGEMENT

16 Create sections

17 Configure Reading Tools

18 Create a masthead

19 User management Users Enrolled in this Journal Edit user accounts, log in as other users, remove users, or disable accounts Enroll existing users into new roles (editor, reviewer, etc.) multiple users at once Create new users Do this! Enroll John Smith as a Reviewer. Create yourself as a new user.

20 Editing submissions and creating an issue THE EDITORIAL PROCESS

21 Editorial processes and roles Process Submissions queue Submission review Submission editing Scheduling queue Table of Contents (i.e. creating the issue) Roles Author; Editor Editor or Section Editor; Reviewer Editor or Section Editor; Copyeditor; Layout Editor; Proofreader Editor Editor

22 Select a reviewer Do this! Select John Smith as a Reviewer.

23 What a Reviewer sees: request

24 What the Reviewer sees, cont. Do this! Log in as John Smith to see the Reviewer interface.

25 What the Reviewer sees, cont. Recommendation options: Accept submission Revisions required Resubmit for review Resubmit elsewhere Decline submission See comments.

26 The Editing Process Copyediting Scheduling Layout Proofreading

27 Create an issue Do this! Create a future issue

28 Things OJS doesn t do No tools for doing the copyediting or layout (only tools for managing the process) Must have PDF or HTML creation tools for making proofs of articles Must do copyediting outside the system and reupload copyedited manuscripts Not set up to host documents or images outside of prescribed places in the workflow.

29 Resources OJS in an Hour - OJS demo site - (admin/testdrive) Video tutorials - TDL Helpdesk [email protected] (toll free)

30 Contacts Kristi Park Helpdesk or (toll free)