2. Site Management

The following sections will explain each option available from the Site Administration menu in detail.

2.1. Site Settings

To change your site's title, any text on the home page, or your principal contact information, among other things, you will want to review your Site Settings.

From the Site Administration menu, under the Site Management heading, choose Site Settings:

Figure 3.2. Selecting Site Settings from the Site Administration Menu

Selecting Site Settings from the Site Administration Menu

This will allow you to add information regarding your overall OJS installation, not individual journals. This includes the name of your site, an introductory statement about your site, a redirect option (leave this blank if you do not need to redirect users), a description of your site, contact information, a minimum password length for registered users, and indexing registration. You will have the opportunity to provide details about your individual journal(s) at a later stage.

Figure 3.3. Site Settings

Site Settings

A detailed breakdown of all options are as follows:

  • Form Language: This will not appear if your site is unilingual. If you have multiple languages, however, you will need to fill in each form in the first language, save your changes, return to the form, change this dropdown to the second language, complete the form in the second language, and save again.

  • Site Title: This option is mandatory, and comes with "Open Journal Systems" as the default text. You can upload a header image if you would prefer. This will appear on the overall site.

  • Introduction: Any text entered into the Introduction field will appear on your site's home page, above your hosted journal list.

  • Journal Redirect: You can choose to have any attempts at accessing your website redirect to a particular hosted journal. This is useful if you only have one journal, and would prefer attempted access to your site pages be redirected. This will not redirect access to the Site Administration pages (although these pages will still need Site Administrator credentials to be accessed).

  • About the Site Description: Any text entered here will be displayed on the Site-level About page, just above links pointing to any hosted journal About pages.

  • Name of Principal Contact: This is a mandatory field, and by default is populated with "Open Journal Systems".

  • Email of Principal Contact: This is a mandatory field, and by default is populated with the Site Administrator's email address as specified during the install process.

  • Minimum Password Length: This is a mandatory field, and by default is set at 6 characters. This sets the length site-wide.

  • Site Style Sheet: If you would like to implement a style sheet for site-level pages, you can upload one here. Hosted journals will not use this style sheet unless you upload it specifically for them.

  • Register Site for Indexing (Metadata Harvesting): Information is provided that will allow you to register your site with the PKP's demo harvester, though you are encouraged to register with any/all relevant OAI-compliant harvesters you can find. if you register with an OAI-compliant harvester using the site URLs included on this page, every journal on your site will be harvested.

2.2. Hosted Journals

From the Hosted Journals page you can create, edit and delete hosted journal sites. You can also migrate old journals from OJS 1 installations and manually sort the order by which the journals are displayed on the main site page.

From the Site Administration menu, under the Site Management heading, choose Hosted Journals:

Figure 3.4. Selecting Hosted Journals from the Site Administration Menu

Selecting Hosted Journals from the Site Administration Menu

Your Hosted Journals page will look like so (if you haven't created any journals yet, it will be empty):

Figure 3.5. Hosted Journals Page

Hosted Journals Page

2.2.1. Creating a New Journal

To create a new journal, simply click the Create Journal link and fill out the following Journal Settings form.

Figure 3.6. Filling in Basic Journal Settings

Filling in Basic Journal Settings

Form Options are as follows:

  • Form Language: If you are working in a multilingual journal, you will need to complete this form in all languages.

  • Journal Title: This field is mandatory. What you enter here will appear as the new journal's title in it's header. You can change the journal title at a later date, and Journal Managers will be able to change it, and upload header images, from their journal management pages as well.

  • Journal Description: Anything entered in this field will appear on the new journal's home page. You can change this informaiton at a later date, and Journal Managers will be able to change the information as well from their journal management pages.

  • Path: This field is mandatory. The path you enter here will become part of the new journal's URL, listed after index.php. For example, if your journal title was Journal of Canadian Studies, you may want your path to be 'jcs', or perhaps 'canstudies'. If you enter 'js', that journal's URL will be http://example.com/index.php/jcs. You can come back to this page and change the path value at a later date; be aware, however, that you may break search engine and other links by doing so.

  • Enable This Journal to Appear Publicly on the Site: Checking this box will display the journal title as a hyperlink on the site's home page. If you uncheck the box the journal will not be listed -- but the URL will still be accessible by non-privileged users.

Your new journal will be created once you have filled in all appropriate information and clicked the Save button. Additionally, you will have been enrolled as a Journal Manager for this new journal. At this point you will be the only registered user for that journal, and you should either register an appropriate Journal Manager for initial setup, or undertake initial setup yourself.

2.2.2. Editing, Deleting and Ordering Hosted Journals

Once you have created a journal you will find your hosted journal list will look like so:

Figure 3.7. Populated Hosted Journals Page

Populated Hosted Journals Page

You will notice that the journal title is hyperlinked. Clicking it will take you to the journal's Journal Management pages, where you can complete basic journal setup, or enroll another Journal Manager to do so.

To the right of the hyperlinked journal title you will also see Edit and Delete links. Clicking Edit will bring you back to the same page you saw when you created the journal, if you need to edit the journal's title, description, and other preferences. Clicking Delete will delete the journal and all of its contents permanently.

2.3. Sitewide Language Settings

OJS is designed to be a multilingual system, allowing journals supporting a wide variety of languages to be hosted under a single site. The Site Administrator can specify the default language of the site and install additional locales as they become available to make other languages available for use by journals. Journal Managers can then manage their own language settings.

Additional language packages will typically be available for download from the Open Journal Systems language page as user-contributed translations are received. These packages can be installed into an existing OJS system to make them available to journals.

To access your site's language settings, click the Languages link where you can subsequently manage any languages already installed, or download languages to install them.

Figure 3.8. Site Administrator Language Options

Site Administrator Language Options

The Languages page is divided into three sections: Language Settings, Manage Locales, and Download Locales.

The Download Locales section allows you to download new locales straight from the OJS website to your OJS install as they become available. To download locales, your server must be able to execute the GNU tar utility, and must be able to modify the locale registry file (registry/filename.xml). Locales can always be downloaded and installed manually -- see the online documentation for more information.

The Manage Locales section allows you to install new locales, reload existing locales in case you have updated locale files, and uninstall locales if they are no longer necessary. To install a new locale, check the box next to the locale name and click the Install Locale button. If you have modified a previously installed locale and would like to reload it, click the Reload link. To remove the locale from the list of installed locales, click the Uninstall Locale link.

The Language Settings section allows you to enable locales to be used across the site as a whole, and also with journals. Locales that have been installed will appear in this section, with checkboxes next to their name. To enable locales to be available on-site, check the box next to their name and click the Save button. Users will then be able to choose the locale from the drop-down on the right sidebar on all general site pages; Journal Managers will also now have the option of for their journal (these locales will not be enabled at the journal level by default). to users on the site, check the box next to

You can also choose the site's primary locale -- this is the locale that users will first see the site in when first visiting the web site, and will be the default language for any hosted journal.

2.4. Authentication Sources

By default, OJS authenticates users against its internal database. It is possible, however, to use other methods of authentication, such as LDAP. Additional authentication sources are implemented as OJS plugins; refer to the documentation shipped with each plugin for details.

To access authentication settings, click the Authentication Sources link from the Site Administration page; you will be presented with the following options.

Figure 3.9. Site Administrator Authentication Sources

Site Administrator Authentication Sources

By default only the OJS User Database is listed. To add a new source, choose one from the drop-down menu and click the Create button. You will then be asked to configure the source.

2.5. Administrative Functions

2.5.1. System Information

To access detailed system information, click the System Information link from the Site Administration page. You will be presented with the following information.

Figure 3.10. System Information

System Information

The first section includes OJS version information: it shows you the version you currently have installed, and your version history including any upgrades. You can also click the Check for updates link to see if you are using the most recent version of OJS.

The OJS Configuration section that follows displays all of the configuration options and their values as they are in config.inc.php. You can click the Edit link to edit your config.inc.php file directly from the web. You will be warned that you should not make any changes unless you know exactly what you are doing, which of course is a reasonable course to follow. You can find more information about config.inc.php configuration parameters in the file itself.

The final section on this page displays server information: your operating system, PHP version, server and database information. You can also view extended PHP information by clicking the Extended PHP information link (this displays the output of phpinfo()). All of this information can be useful when trying to troubleshoot a problem.

2.5.2. Sessions and Caches

The Site Administrator has a final few administrative tools available: the Expire User Settings, Clear Data Caches, and Clear Template Cache options, as well as the Merge Users feature (described below).

Clicking the Expire User Settings clears all active user sessions in the system, requiring any user that is currently logged in to sign in to the system again.

Clicking the Clear Data Caches link clears all cached data, including locale information, help cache, and search cache. This function may be useful to force data to be reloaded after customizations have been made.

Clicking the Clear Template Cache link clears all cached versions of HTML templates. This function may be useful to force templates to be reloaded after customizations have been made.

2.5.3. Merging Users

This page allows you to merge two user accounts into one, handy if a user has accidentally created two accounts. The first selected account will be subsumed into the second account. The Site Administrator can merge users across the whole site; Journal Managers can also merge users, but only those enrolled with their journal. Comprehensive information on merging users can be found in the Journal Manager's Merge Users section.

2.5.4. COUNTER Statistics

Once COUNTER Statistics is enabled in System Plugins by Journal Manager, COUNTER Statistics link will show under Administrative Functions on Site Administration page; also COUNTER Statistics link will show under Managment Pages on Journal Management page.