Open Journal Systems: A Complete Guide to Online Publishing John Willinsky Kevin Stranack Alec Smecher James MacGregor Open Journal Systems: A Complete Guide to Online Publishing by John Willinsky, Kevin Stranack, Alec Smecher, and James MacGregor 1st Edition Published June 9 2010 Copyright © 2010 Simon Fraser University Library 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. Table of Contents Preface ............................................................................................................................................ vi I. Concepts and Overview .................................................................................................................... 1 1. Overview ............................................................................................................................... 2 OJS Features ..................................................................................................................... 2 System Overview ............................................................................................................... 2 System Requirements .......................................................................................................... 4 Getting Help ...................................................................................................................... 4 Community Contributions .................................................................................................... 4 Test-Drive OJS .................................................................................................................. 4 2. Basics: Navigation and Roles .................................................................................................... 6 Navigating OJS .................................................................................................................. 6 Common Interface Elements ......................................................................................... 7 Journal-Specific Interface Elements ............................................................................... 9 User Roles ....................................................................................................................... 12 About User Roles ..................................................................................................... 12 Available Roles within OJS ........................................................................................ 13 Registering with a Journal .......................................................................................... 15 Viewing and Changing your Profile ............................................................................. 16 Resetting your Password ............................................................................................ 16 II. OJS Pages in Detail ...................................................................................................................... 18 3. Site Administrator ................................................................................................................. 19 Overview ......................................................................................................................... 19 Site Management .............................................................................................................. 19 Site Settings ............................................................................................................. 19 Hosted Journals ........................................................................................................ 22 Sitewide Language Settings ........................................................................................ 25 Authentication Sources .............................................................................................. 26 Administrative Functions ............................................................................................ 27 4. Journal Management .............................................................................................................. 29 Overview ......................................................................................................................... 29 Journal Management Pages ................................................................................................. 29 The Five-Step Setup Process ....................................................................................... 30 Announcements ........................................................................................................ 56 The Files Browser ..................................................................................................... 60 Journal Sections ........................................................................................................ 60 Review Forms .......................................................................................................... 63 Languages ............................................................................................................... 71 Masthead ................................................................................................................. 73 Prepared Email ......................................................................................................... 75 Reading Tools .......................................................................................................... 77 Statistics and Reports ................................................................................................ 88 Payments ................................................................................................................. 90 Subscriptions ............................................................................................................ 94 System Plugins ....................................................................................................... 106 Import/Export Functions ........................................................................................... 132 COUNTER Statistics ............................................................................................... 137 External Feeds ........................................................................................................ 137 Thesis Abstracts ...................................................................................................... 138 User Management ........................................................................................................... 138 iii Emailing Users ....................................................................................................... 139 Enrolling Existing Users ........................................................................................... 139 Show Users with No Role ........................................................................................ 140 Creating Users ........................................................................................................ 140 Merge Users ........................................................................................................... 141 5. Authors .............................................................................................................................. 143 Overview ....................................................................................................................... 143 The Author User Home Page ............................................................................................ 143 Active Submissions ................................................................................................. 143 RefBacks ............................................................................................................... 145 Archive ................................................................................................................. 145 Submitting an Article ....................................................................................................... 146 Submission Step One: Starting the Submission ............................................................. 146 Submission Step Two: Uploading the Submission ......................................................... 148 Submission Step Three: Entering the Submission's Metadata ........................................... 149 Submission Step Four: Uploading Supplementary Files .................................................. 152 Submission Step Five: Confirming the Submission ........................................................ 153 Authors and Submission Review and Editing Process .................................................... 154 6. Editors ............................................................................................................................... 163 Overview ....................................................................................................................... 163 Editor Pages ................................................................................................................... 163 Submissions ..........................................................................................................