Open Journal Systems: A Complete Guide to Online Publishing

John Willinsky

Kevin Stranack

Alec Smecher

James MacGregor

2nd Edition, for OJS 2.3.3

This document was written under the auspices of the Public Knowledge Project at SFU Library and is licensed under the Creative Commons Attribution-Share Alike 2.5 Canada License. To view a copy of this license, visit http://creativecommons.org/licenses/by-sa/2.5/ca/ or send a letter to Creative Commons, 559 Nathan Abbott Way, Stanford, California 94305, USA.

September 29 2010


Table of Contents

Preface
I. Concepts and Overview
1. Overview
1. OJS Features
2. What's New in 2.3.3
3. Viewing and Reading Overview
4. System Requirements
5. Getting Help
6. Community Contributions
7. Test-Drive OJS
2. Basics: Navigation and Roles
1. Navigating OJS
1.1. Common Interface Elements
1.2. Journal-Specific Interface Elements
2. User Roles
2.1. About User Roles
2.2. Available Roles within OJS
2.3. Registering with a Journal
2.4. Viewing and Changing your Profile
2.5. Resetting your Password
II. OJS Pages in Detail
3. Site Administrator
1. Overview
2. Site Management
2.1. Site Settings
2.2. Hosted Journals
2.3. Sitewide Language Settings
2.4. Authentication Sources
2.5. Administrative Functions
4. Journal Management
1. Overview
2. Journal Management Pages
2.1. The Five-Step Setup Process
2.2. Announcements
2.3. The Files Browser
2.4. Journal Sections
2.5. Review Forms
2.6. Languages
2.7. Masthead
2.8. Prepared Email
2.9. Reading Tools
2.10. Statistics and Reports
2.11. Payments
2.12. Subscriptions
2.13. System Plugins
2.14. Import/Export Functions
2.15. COUNTER Statistics
2.16. External Feeds
2.17. Thesis Abstracts
3. User Management
3.1. Emailing Users
3.2. Enrolling Existing Users
3.3. Show Users with No Role
3.4. Creating Users
3.5. Merge Users
5. Authors
1. Overview
2. The Author User Home Page
2.1. Active Submissions
2.2. RefBacks
2.3. Archive
3. Submitting an Article
3.1. Submission Step One: Starting the Submission
3.2. Submission Step Two: Uploading the Submission
3.3. Submission Step Three: Entering the Submission's Metadata
3.4. Submission Step Four: Uploading Supplementary Files
3.5. Submission Step Five: Confirming the Submission
3.6. Authors and Submission Review and Editing Process
6. Editors
1. Overview
2. Editor Pages
2.1. Submissions
2.2. Searching Submissions
2.3. Issues
7. Section Editors
1. Overview
2. Section Editor Pages
2.1. Submission Summary
2.2. Submissions In Review
2.3. Submissions In Editing
2.4. Submission References
2.5. Submission Archives
8. Reviewers
1. Overview
2. Review Home Page
2.1. Submissions
2.2. Review
9. Copyeditors
1. Overview
2. Copyeditor Pages
2.1. Copyeditor Home Page
10. Layout Editors
1. Overview
2. Layout Editor Pages
2.1. Layout Editor Home Page
2.2. Layout
2.3. Proofreading
11. Proofreaders
1. Overview
2. Proofreader Pages
2.1. Proofreader User Home
2.2. Proofreading
12. Readers
1. Overview
2. Reader Pages
2.1. Accessing Content
2.2. Subscribing
2.3. Signing up for notification
2.4. Reading Tools
III. System Administration
13. Installation
1. Minimum and Preferred Requirements
1.1. Minimum System Requirements
1.2. Recommended Server Configuration
2. Components of an Installation
3. The Install Process
3.1. Download and unpack the OJS installation from the PKP website
3.2. Prepare Your Environment for the Install
3.3. Configure Your Database Information
3.4. Complete the Install from the Web
14. Backing up and Restoring
1. Making Backups of Your System
1.1. Backing up the OJS System Files
1.2. Backing up the Database
1.3. Backing up the files/ Directory
2. Restoring Your System From Backup
2.1. Restoring Files
2.2. Restoring the Database
15. Upgrading and Migrating
16. Support; Development; Troubleshooting; Reporting Problems
1. Finding Solutions: PKP Support Forum
2. Getting Source Code: Access via Git
3. Reporting Bugs: Using Bugzilla
4. Future Plans and Current Procedures: The PKP Development Wiki
17. Other Administration Components
1. General Configuration Options
1.1. Scheduled Tasks
1.2. Email Settings
1.3. CAPTCHA Settings
1.4. Debugging Options
2. Finding and Installing Plugins