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#OJS 3.3 User Guide
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This guide will help you publish journals and issues with Open Journal Systems.
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It provides an introductory overview for each stage of the workflow from submission to production. It also provides further background information on some of the configuration options.
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When you see **Help** links within the application, they'll open a help panel with the most useful information for that section.
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A more detailed look at this software is available in [Learning OJS 3](https://docs.pkp.sfu.ca/learning-ojs/en/).
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--
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Copyright: Simon Fraser University holds the copyright for work produced by the Public Knowledge Project and has placed its documentation under a [Creative Commons Attribution 4.0 International License](http://creativecommons.org/licenses/by/4.0/).
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[](http://creativecommons.org/licenses/by/4.0/)
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# Summary
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* [Introduction](README)
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* [User Profile](user-profile)
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* [Authoring](authoring)
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* [Reviewing](reviewing)
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* [Managing Submissions](submissions)
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* [Editorial Workflow](editorial-workflow)
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* [Submission Stage](editorial-workflow/submission)
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* [Review Stages](editorial-workflow/review)
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* [Copyediting](editorial-workflow/copyediting)
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* [Production](editorial-workflow/production)
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* [Publication](editorial-workflow/publication)
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* [Issue Management](issue-management)
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* [Tasks](tasks)
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* Settings
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* [Journal Settings](settings/journal-settings)
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* [Website Settings](settings/website-settings)
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* [Workflow Settings](settings/workflow-settings)
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* [Distribution Settings](settings/distribution-settings)
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* [Users and Roles](users-and-roles)
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* [Tools](tools)
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* [Statistics](statistics)
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* [Administration](administration)
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# Administration
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1. [Hosted Journals](administration#hosted-journals)
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1. [Administrative Functions](administration#admin-functions)
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Site administration is limited to users with full system permissions. Administration tasks are infrequent and may be carried out by a journal manager, senior editor, or a dedicated site administrator. For more detailed information, see [Learning OJS: Site Administration](https://docs.pkp.sfu.ca/learning-ojs/en/site-administration).
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## <a name="hosted-journals"></a>Hosted Journals
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Add, edit or remove journals hosted on this installation. There will only be one journal in most cases, but you can host multiple journals with a single installation.
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Administrators, journal managers or senior editors can access a **Settings Wizard** for each hosted journal, which will walk you through the basic journal setup steps. These include setting up the masthead, contact details, site appearance, submission parameters, indexing details, and users.
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## <a name="admin-functions"></a>Administrative Functions
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Several administrative functions are available in the site administration area. These should be used with caution by technical administrators. Improper use could lead to unexpected results.
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### System Information
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Detailed information about the software version and server configuration. These details are useful for receiving support on the PKP Forums.
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### Expire User Sessions
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This link will log all users out of the system immediately. This can be useful just before conducting a software upgrade.
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### Clear Data Caches
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Clears all cached data, including locale information, help cache, and search cache.
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### Clear Template Cache
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Clears all cached versions of HTML templates. This function may be useful to force templates to be reloaded after customizations have been made.
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### Clear Scheduled Task Execution Logs
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Remove log files generated automatically by some scheduled maintenance tasks, such as the processing of statistics.
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# Authoring
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1. [Author Actions](authoring#author-actions)
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1. [Make a Submission](authoring#make-submission)
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1. [Track your Submission](authoring#track-submission)
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When logged in to OJS as an author, you will see two panels: My Assigned and My Authored. If you have never submitted to this journal, both panels will be empty. For more detailed information, see [Learning OJS 3: Authoring](https://docs.pkp.sfu.ca/learning-ojs/en/authoring).
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## <a name="author-actions"></a>Author Actions
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To the right of your screen, choose New Submission to begin a new submission.
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## <a name="make-submission"></a>Make a Submission
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*If you're logged in but don't see the editorial interface, you may be viewing the reader-facing website. If that's the case, find your user profile link and click on the Submissions link which appears below it. Each website may be different.*
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Making a new submission is an easy-to-follow 5-step process. Follow along with the on-screen instructions to complete the process.
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### <a name="start"></a>Start
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1. Select an appropriate section for your submission.
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1. Read and agree to the Submission Requirements.
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1. Add any comments to the editor (optional).
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1. Review the Privacy Statement to ensure you agree.
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### <a name="upload-submission"></a>Upload Submission
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Upload your submission files.
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**Upload File**:
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You can upload one or more files with your submission. Select multiple files to upload more than one file at a time or upload each file individually.
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Each file needs to be identified as a particular component type. The type options will vary depending on what has been defined by the journal, but they could include article text, data sets, research results, or images.
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Select Save and Continue to move to the next step.
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### <a name="enter-metadata"></a>Enter Metadata
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Add your submission details, such as title and abstract.
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You can add additional authors by using the Add Contributors link.
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### <a name="confirmation"></a>Confirmation
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Take a moment to confirm the details you've entered. At this point, you can jump back to any of the previous steps to change the details you've entered.
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### <a name="next-steps"></a>Next Steps
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You've done it! If you want to read more about tracking your submission, read the next section.
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## <a name="track-submission"></a>Track your Submission
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When your submission is under consideration, you can keep an eye on its status by logging into the website and going to the [Submissions](submissions) page.
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Here you'll find you submissions listed with the current stage of the editorial workflow it is in. Click the stage name to interact with that stage.
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### <a name="track-submission-discussions"></a>Discussion Panels
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In each stage you'll have access to a discussion area. If an editor or editorial assistant needs more information from you, they'll be able to open a discussion. When that happens, you'll be notified by email so that you can respond.
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*You won't be able to initiate discussions on most stages, but they'll appear if one has been initiated by the editors.*
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### <a name="track-submission-review"></a>Review Stage
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During the review stage, you'll see a status update at the top, which will keep you informed as reviewers are recruited, assigned, and submit their reviews.
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During the review stage, you may be asked to submit revisions which address any concerns raised. If needed, you'll find a Revisions panel where you can upload new files for the editor.
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# Editorial Workflow
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The editorial workflow allows you to usher a submission from initial evaluation through peer review, copyediting, and production, where the item is prepared for publication.
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Each section of the workflow provides you with the information, tools, and discussion tools that you will need to complete the tasks for that stage. When your ready, you'll be presented with [editorial actions](editorial-workflow#editorial-actions) you can take that are appropriate to each stage. For more information, see [Learning OJS 3: Editorial Workflow](https://docs.pkp.sfu.ca/learning-ojs/en/editorial-workflow).
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Learn more about each stage of the workflow.
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1. [Submission](editorial-workflow/submission)
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1. [Review](editorial-workflow/review)
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1. [Copyediting](editorial-workflow/copyediting)
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1. [Production](editorial-workflow/production)
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1. [Publication](editorial-workflow/publication)
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# Copyediting
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1. [Orientation](copyediting#orientation)
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2. [Editorial Actions](copyediting#editorial-actions)
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During the Copyediting stage, the editor assigns a copyeditor to edit the submission files.
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The copyeditor, who is often a professional, will align the writing style with your editorial guidelines, improve the quality and clarity of the writing, fix any grammar, and get the submission ready for conversion to a [publication format](production).
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This is the last stage before you generate publication-ready formats such as PDFs and ePubs. If you do not have the resources to hire a professional copyeditor, use this stage to take a close look at the material, check any facts, correct any errors, and communicate with the author to clarify any points of confusion.
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Add copyeditors from the [participants panel](../editorial-workflow#participants).
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For more detailed information, see [Learning OJS 3: Copyediting](https://docs.pkp.sfu.ca/learning-ojs/en/editorial-workflow#copyediting).
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## <a name="orientation"></a>Orientation
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The Copyediting stage provides three panels for managing the copyediting process.
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### <a name="draft-files"></a>Draft Files
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All files selected by the editor for copyediting. These are typically files that have been revised as a result of the review process.
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### <a name="copyediting-discussions"></a>Copyediting Discussions
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Editors and copyeditors can use this panel to initiate discussions with the author(s) or communicate among themselves. This can be used to clarify points of confusion, request further information from the author, or request approval for any changes.
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### <a name="copyedited"></a>Copyedited
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Copyeditors can upload final edited files to this panel. These should be completed files that are ready to be [sent to production](copyediting#editorial-actions).
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*Editors can upload files here, too.*
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### <a name="participants"></a>Participants
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Editors can add copyeditors from this panel. [Learn more](../editorial-workflow#participants).
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## <a name="editorial-actions"></a>Editorial Actions
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There's only one editorial decision available to editors at this stage. If you decide to decline a submission at this late stage, you can do so by going back to a previous stage.
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### <a name="production"></a>Send to Production
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The editor can send the submission to the [Production stage](production) when final copyedited files are ready. Any files in the [Copyedited](copyediting#copyedited) panel will automatically be forwarded unless the editor chooses not to send them.
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# Production
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1. [Orientation](production#orientation)
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2. [Publishing the Submission](production#publish)
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During the Production stage, the editor assigns production assistants who will help prepare the final publication files, known as galleys. For more detailed information, see [Learning OJS 3: Production](https://docs.pkp.sfu.ca/learning-ojs/en/editorial-workflow#production).
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## <a name="orientation"></a>Orientation
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The Production stage provides two panels to create files ready for publication.
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### <a name="production-ready"></a>Production Ready Files
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All files selected by the editor for production will appear here. These typically include files that have been prepared during the [Copyediting stage](copyediting). Production assistants will use these files to generate the final publication formats.
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### <a name="production-discussions"></a>Production Discussions
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Editors and production assistants can use this panel to initiate conversations if there are any details that need to be clarified before the final publication files can be created.
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### <a name="participants"></a>Participants
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Editors can add production assistants or layout editors from this panel. [Learn more](../editorial-workflow#participants).
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# <a name="publish"></a>Publishing the Submission
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Editors and production assistants can create galley files for publication. These typically represent separate publication formats, such as PDF and HTML.
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Once the production-ready files have been transformed into a galley file ready for publication, Editors can move from the Workflow panel to the Publication tab by using the Schedule for Publication button. The galley file will then be uploaded in the Publication tab.
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# Publication
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From the Publication Tab, Editors can review and edit the metadata, upload the galley copy, set or make changes to the permissions, and assign the article to an issue.
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## Create New Version
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Creating a new version opens a new set of fields for the article metadata and galley files that is an exact copy of the published content.
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You can edit and publish the updated content without changing the existing published content. All versions will be retained and are accessible in the public view of the article and from this Publication tab.
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## Unpublish Article
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Unpublishing the article will remove it from its scheduled issue and the public view.
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# Review Stages
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1. [Orientation](review#orientation)
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1. [Editorial Actions](review#editorial-actions)
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During the Review stage, the editor assigns reviewers to the submission.
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Once the reviewers have submitted their reviews and recommendations, the editor is responsible for making an editorial decision, which will determine whether the submission is ready for the Copyediting stage or requires further revisions.
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By default, the review stages begin in *Round 1* of reviews. Further rounds may be initiated if the editor requests major changes that must go through another round of review. For more detailed information, see [Learning OJS 3: Review](https://docs.pkp.sfu.ca/learning-ojs/en/editorial-workflow#review).
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## <a name="orientation"></a>Orientation
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Each review round consists of sections for managing review files and reviewers, along with the discussions and participants section that appear on every stage.
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### <a name="review-files"></a>Review Files
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All the files selected by the editor for review. These files will be visible to reviewers unless restricted when assigning the reviewer.
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### <a name="reviewers"></a>Reviewers
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Editors can add reviewers, assign due dates, and monitor the status and recommendations of the reviews. When a review has been completed, the editor can view and confirm the review to acknowledge that they've read it.
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### <a name="revisions"></a>Revisions
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Revised files uploaded by the author. During the review process, the editor may request revisions from the author. Once uploaded, they appear here and will be available to send to the Copyediting stage once they've passed review.
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### <a name="discussions"></a>Review Discussions
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Editors and sub-editors can initiate private conversations among themselves or with reviewers or authors. Authors cannot initiate discussions or communicate directly with reviewers.
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The review discussions are not particular to any one round and will carry over to subsequent rounds if a new review round is initiated.
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### <a name="participants"></a>Participants
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Editors and sub-editors can add additional users to this stage to assist them in managing the review process. This is commonly used by an editor who wants a sub-editor to handle the day-to-day communications with reviewers. [Learn more](../editorial-workflow#participants).
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## <a name="editorial-actions"></a>Editorial Actions
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The editor can make one of several editorial actions during each round of the review stage. Each of these decisions automatically notifies the author by email.
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### <a name="request-revisions"></a>Request Revisions
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The editor can request revisions from the author without opening a new review round. This is common when minor revisions are required which the editor can approve without resubmitting for review.
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### <a name="new-review"></a>Resubmit for Review
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The editor can request revisions from the author that will need to go through another round of review. Once revisions are received, a new review round will need to be created at the top of the review stage.
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### <a name="copyediting"></a>Send to Copyediting
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The editor can initiate the [Copyediting stage](copyediting) once it has passed the required review stage.
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### <a name="decline"></a>Decline Submission
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The editor can decline the submission if it does not pass review. The submission will be removed from the editorial workflow and sent to the Archives.
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# Submission Stage
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1. Introduction
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1. [Editorial Actions](submission#editorial-actions)
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During the Submission stage, the editor checks the submission files to decide whether it should begin the peer review process.
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The editor can assign a sub-editor to assist by using the **Participants** panel or open up a discussion with the author to answer any questions or concerns in the **Pre-Review Discussions** panel.
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## <a name="editorial-actions"></a>Editorial Actions
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### Send to Review
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Send the submission on to the [Review stage](review), where it will be reviewed by peer reviewers.
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### Send to Copyediting
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Send the submission forward to the [Copyediting stage](copyediting) if you'd like to skip the peer review process completely.
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### Decline Submission
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Remove the submission from consideration and archive it.
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# Issues
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1. [Future Issues](issue-management#future-issues)
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1. [Back Issues](issue-management#back-issues)
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1. [Edit an Issue](issue-management#edit-issue)
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|
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Set up forthcoming issues and manage existing issues from this page.
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||||
|
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Each issue listed on these pages can be expanded using the small arrow on the left to reveal options.
|
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**Edit** - [Manage](issue-management#edit-issue) the contents and metadata for this issue.
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|
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**View/Preview** - Jump to the issue on your site or see a preview of the issue if it's not yet been published.
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|
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**Publish/Unpublish Issue** - Publishing an issue will make it publicly available on your site.
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|
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**Delete** - Removing an issue can not be undone.
|
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|
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For more detailed information, see [Learning OJS 3: Issues](https://docs.pkp.sfu.ca/learning-ojs/en/issues).
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||||
|
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## <a name="future-issues"></a>Future Issues
|
||||
|
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View forthcoming issues and create a new issue from this section.
|
||||
|
||||
Issues should be created well in advance of their release date so that you can begin to schedule articles for publication. Once you have [scheduled articles](editorial-workflow/production#publish) for an issue you will be able to manage the table of contents.
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|
||||
## <a name="back-issues"></a>Back Issues
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View all published issues in this section.
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|
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## <a name="edit-issue"></a>Edit an Issue
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|
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Issue details can be edited including the table of contents, publication date, title and volume details. If you're using any public identifiers, like DOI, they can also be edited here.
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|
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### <a name="edit-issue-toc"></a>Table of Contents
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|
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Re-order articles scheduled for publication in this issue. You can also re-order entire sections, if you want one section to appear above another.
|
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|
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Before an article can appear here, you'll need to [schedule it for publication](editorial-workflow/production#publish).
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### <a name="edit-issue-data"></a>Issue Data
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|
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Key data such as the publication date, title, volume number and year can be set here. If you don't want to display any volume details on your site, you can deselect the checkboxes which appear here.
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If you'd like, you can also give each issue a description and cover image.
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### <a name="edit-issue-galley"></a>Issue Galley
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Some journals may wish to publish a galley of the entire issue alongside the galleys for each individual article. If you have a PDF or other format containing your entire issue's contents, you can add it here.
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### <a name="edit-issue-identifiers"></a>Identifiers
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The "Public URL Identifier" is a text slug which is used in the URL for this issue. By default, issues are given a URL based on their numeric ID. But you may want to give them human-readable names, like "50th-anniversary-issue", which creates prettier URLs.
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|
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If you have additional public ID plugins activated, you will see them here if they support issue public IDs.
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|
||||
The most popular public ID is the [DOI](https://www.doi.org/). If you have configured this plugin to use DOIs for issues, you'll be able to preview and assign a DOI here.
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# Reviewing
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||||
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||||
1. [Signing Up as a Reviewer](reviewing#sign-up)
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||||
1. [Completing a Review](reviewing#complete-review)
|
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1. [Complete Your User Profile](reviewing#complete-user-profile)
|
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|
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Reviewers play a vital role in ensuring the quality of scholarly publishing. This chapter describes how to complete a review. For more detailed information, see [Learning OJS 3: Reviewing](https://docs.pkp.sfu.ca/learning-ojs/en/reviewing).
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|
||||
## <a name="sign-up"></a>Signing Up as a Reviewer
|
||||
|
||||
When you register as a user with the website, you may be asked to sign up for the reviewer role. If this has been enabled, you can add the reviewer role at any time, even if you've already registered, by going to the [User Profile](user-profile) page in the editorial backend.
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|
||||
You'll also be asked to specify your reviewer interests, so that editors can make better choices when selecting reviewers for a submission.
|
||||
|
||||
In many cases, you may have already been added into the system as a reviewer. This happens when an editor wants to invite you to review a submission but you're not yet registered in the system.
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||||
|
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## <a name="complete-review"></a>Completing a Review
|
||||
|
||||
You can see if you've been assigned any reviews by going to the [Submissions](submissions) page in the editorial backend. If you see any submissions in the **My Assigned** area, you can click on the link indicating it's current stage to access the reviewer walk-through.
|
||||
|
||||
### <a name="complete-review-request"></a>Request
|
||||
|
||||
The first step requests that you accept or declin the request to perform a review. You'll find the relevant submission details as well as **due dates** for responding to the request and submitting your review.
|
||||
|
||||
### <a name="complete-review-guidelines"></a>Guidelines
|
||||
|
||||
Please read any reviewer guidelines the journal has prepared, to ensure that you're able to provide a review in the format and according to the standards desired.
|
||||
|
||||
### <a name="complete-review-review"></a>Download & Review
|
||||
|
||||
You'll find the Review Files for your to download and review on this page. Once you've evaluated the files, you'll be asked to enter your review in two text boxes.
|
||||
|
||||
You should put *comments intended to be shared with the author* in the first text area. The second text area is for *comments intended only for the editor*.
|
||||
|
||||
The editor will have access to all of your comments. But this provides you with a way to share information privately with the editor, which may not be appopriate to share with the author.
|
||||
|
||||
If you prepared your review in a separate file, you can instead upload that file at the bottom of the page.
|
||||
|
||||
### <a name="complete-review-completion"></a>Completion
|
||||
|
||||
You've completed your review. Thanks for your help ensuring the quality of scholarly publishing.
|
||||
|
||||
An editor will take a look at it and may send you an acknowledgment by email once they've done so.
|
||||
|
||||
A record of your reviews is kept in the system, so editors can see -- and appreciate -- how many reviews you've done for the journal at all times.
|
||||
|
||||
## <a name="complete-user-profile"></a>Complete Your User Profile
|
||||
|
||||
You can fill out more complete information about yourself if you haven't yet. This is a great way to ensure the editors have all the information they need to make great choices for reviewers. Take a look at the [User Profile](user-profile) section to learn more.
|
||||
@@ -0,0 +1,30 @@
|
||||
# Distribution Settings
|
||||
|
||||
1. [License](distribution-settings#license)
|
||||
2. [Search Indexing](distribution-settings#indexing)
|
||||
3. [Payments](distribution-settings#payments)
|
||||
4. [Access](distribution-settings#access)
|
||||
5. [Archiving](distribution-settings#archiving)
|
||||
|
||||
In Distribution Settings you can configure how users access, discover, and use your journal content. See [Learning OJS 3: Distribution Settings](https://docs.pkp.sfu.ca/learning-ojs/en/settings-distribution) for detailed instructions.
|
||||
|
||||
## <a name="license"></a>License
|
||||
Here you can configure copyright and permissions on a journal level. You will also be able to enter copyright and permissions information on an article and issue level when you publish articles and issues.
|
||||
|
||||
The **copyright** identifies the author or owner of copyright for a published work. For example, Copyright (c) 2016 by Jane Smith.
|
||||
|
||||
The **license** attached to a work will determine the usage rights for the published work. For example, CC-By 4.0 allows the work to be copied, redistributed, and adapted for any purpose, even commercially, as long as attribution is given to the copyright holder.
|
||||
|
||||
## <a name="indexing"></a>Search Indexing
|
||||
Information here helps search engines and open indexes discover your content.
|
||||
|
||||
## <a name="payments"></a>Payments
|
||||
Enable payments and select a payment method and currency if you are using subscriptions or author payment charges in your journal.
|
||||
|
||||
## <a name="access"></a>Access
|
||||
If your journal is open access you can leave the default settings here. If you require subscriptions to some or all of your content or you publish your content on another website separate from OJS you can change the settings.
|
||||
|
||||
We encourage you to leave OAI enabled unless you are not using OJS to publish your content or otherwise do not want your metadata discoverable through the OAI protocol.
|
||||
|
||||
## <a name="archiving"></a>Archiving
|
||||
If you have an agreement with a LOCKSS network to archive your journal content, you can enable it here to make your content available to the network.
|
||||
@@ -0,0 +1,20 @@
|
||||
# Journal Settings
|
||||
|
||||
1. [Masthead](journal-settings#masthead)
|
||||
1. [Contact](journal-settings#contact)
|
||||
1. [Sections](journal-settings#sections)
|
||||
1. [Categories](journal-settings#categories)
|
||||
|
||||
In Journal Settings you can configure information about the journal, including editorial team, contacts, sections, and categories for published content. See [Learning OJS 3: Journal Settings](https://docs.pkp.sfu.ca/learning-ojs/en/journal-setup) for detailed instructions.
|
||||
|
||||
## <a name="masthead"></a>Masthead
|
||||
Under Masthead enter information about your journal. Some of the information will automatically be displayed on pages of your journal's website.
|
||||
|
||||
## <a name="contact"></a>Contact
|
||||
What you fill in for Contact tells users how to contact your journal. The Principal Contact is the automatic sender and receiver for some automated emails.
|
||||
|
||||
## <a name="sections"></a>Sections
|
||||
You can add new sections or edit the sections listed here. Authors will be asked to select a section when they make a submission, and the articles you publish can be organized into sections.
|
||||
|
||||
## <a name="categories"></a>Categories
|
||||
Categories offer another way to organize and provide access to your content by theme or category. You can create and edit categories here, display them as pages on your website, and add articles to them by editing the articles' metadata.
|
||||
@@ -0,0 +1,53 @@
|
||||
# Website Settings
|
||||
|
||||
1. [Appearance](website-settings#appearance)
|
||||
1. [Setup](website-settings#setup)
|
||||
1. [Plugins](website-settings#plugins)
|
||||
|
||||
In Website Settings you can configure the appearance of and information on your reader-facing website, set up your site's languages and archiving settings, and install and enable plugins. See [Learning OJS 3: Website Settings](https://docs.pkp.sfu.ca/learning-ojs/en/settings-website) for detailed instructions. There may be additional tabs in this menu if you have enabled specific plugins, such as Static Pages or Translator.
|
||||
|
||||
## <a name="appearance"></a>Appearance
|
||||
Here you can change the look and feel of your journal website, including upload images and select a theme.
|
||||
|
||||
### Theme
|
||||
To change the overall design of your website, select a different theme and save. The look of the website will stay the same but the content will not change. You can easily change themes to try them out.
|
||||
|
||||
Some themes allow you to configure colours, but usually if you want to change fonts, colours, or minor aspects of the design you will need to upload a custom style sheet.
|
||||
|
||||
### Setup
|
||||
Upload a logo, enter content into the bottom of your site, and drag and drop items that you want to appear or not appear on your sidebar.
|
||||
|
||||
### Advanced
|
||||
Upload a custom CSS stylesheet and a favicon.
|
||||
|
||||
## <a name="setup"></a>Setup
|
||||
|
||||
### Information
|
||||
You can add information about your journal for specific user groups that will appear as links on your sidebar if the **Information Block** is enabled under **Sidebar Management**.
|
||||
|
||||
### Languages
|
||||
Languages that have been installed on your site by an Administrator can be enabled for the user interface (UI), forms, and submissions.
|
||||
|
||||
* If you check off **UI** for a language, the front and back end interface will be available in that language
|
||||
* If you check off **Forms**, you will be able to fill in any forms or fields in the back end dashboard with content in that language
|
||||
* If you check off **Submissions**, users will be able to make a submission in that language and submit metadata in that language
|
||||
* **Primary Locale** is the language that your site will appear in first to users. If you have other languages enabled for the **User Interface** the user can select another language with the language toggle.
|
||||
|
||||
### Navigation Menus
|
||||
Edit the existing navigation menus on your website. You can add and remove items and re-order them. You can also create custom menu items that link to pages on your site or to another website or even add a new custom menu.
|
||||
|
||||
### Announcements
|
||||
Create announcements or announcement types to appear on your site's homepage or to be emailed to all of your readers.
|
||||
|
||||
### Lists
|
||||
Under Lists you can configure how many items to display in a list and how many page links to display.
|
||||
|
||||
### Privacy Statement
|
||||
Enter a privacy statement that explains how you will use data submitted to your journal and site.
|
||||
|
||||
### Date & Time
|
||||
You can configure the format of date and time displays. If your journal is multilingual, you can have different configurations for different languages. Click the other language tab to change the settings for another language.
|
||||
|
||||
## <a name="plugins"></a>Plugins
|
||||
Plugins extend functionality of OJS and allow it to interact with external tools and services. Installed plugins can be enabled and configured, or you can install additional plugins from the **Plugin Gallery**.
|
||||
|
||||
@@ -0,0 +1,52 @@
|
||||
# Workflow Setings
|
||||
|
||||
1. [Submission](workflow-settings#submission)
|
||||
1. [Review](workflow-settings#review)
|
||||
1. [Publisher Library](workflow-settings#publisher)
|
||||
1. [Emails](workflow-settings#emails)
|
||||
|
||||
Configure all aspects of the [Editorial Workflow](../editorial-workflow), including file management, submission guidelines and requirements, peer review deadlines and guidelines, email notifications, and much more. See [Learning OJS 3 Workflow Settings](https://docs.pkp.sfu.ca/learning-ojs/en/settings-workflow) for detailed instructions.
|
||||
|
||||
## <a name="submission"></a>Submission
|
||||
The Submission tab determines what information authors provide or agree to when they make a submission.
|
||||
|
||||
### Disable Submissions
|
||||
If you want to disable submissions for the whole journal you can check the box here. Or to disable submissions in a specific section, click the **Journal Sections** link.
|
||||
|
||||
### Metadata
|
||||
If you Enable a metadata field it will be available for each submission. Checking **Submission Form** will allow authors to add it when they make a submission. Otherwise only an editor will be able to add it.
|
||||
|
||||
### Components
|
||||
Components are types of files that can be included with a submission. You can add new components or edit or delete the default components. Components can be configured as supplementary or dependent, which determines how or whether they are published.
|
||||
|
||||
### Checklist
|
||||
Provide authors with a checklist of tasks they should complete before completing their submission. This is a good place to indicate requirements for referencing, font size, line spacing, document format, and more.
|
||||
|
||||
### Author Guidelines
|
||||
Author Guidelines will be shown to authors when they make a submission.
|
||||
|
||||
## <a name="review"></a>Review
|
||||
Set all of your review policies and procedures, including deadlines, notifications, reviewer guidelines, and more.
|
||||
|
||||
### Setup
|
||||
Choose the review mode that should be used by default. The mode can be changed on a per-submission and per-review basis by an editor.
|
||||
|
||||
If you **Enable one-click reviewer access** the email invitation to reviewers will contain a special URL that takes invited reviewers directly to the Review page for the submission without requiring them to log in. For security reasons, with this option, editors are not able to modify email addresses or add CCs or BCCs prior to sending invitations to reviewers.
|
||||
|
||||
### Reviewer Guidance
|
||||
Provide reviewers with criteria for judging a submission's suitability for publication in the journal, which may include instructions for preparing an effective and helpful review. Reviewers will have an opportunity to provide comments intended for the author and editor, as well as separate comments only for the editor.
|
||||
|
||||
### Review Forms
|
||||
If you would like to request specific information from reviewers, you can build forms here. An editor will be able to select a form when assigning a reviewer, and the reviewer will be asked to complete that form when they are submitting their review.
|
||||
|
||||
## <a name="publisher"></a>Publisher Library
|
||||
The Publisher Library provides a file repository for storing and quickly sharing common files, such as writing guidelines, author contracts and release forms, and marketing materials.
|
||||
|
||||
Items that are stored in the Publisher Library can be quickly retrieved and added into a [Submission Library](../editorial-workflow#submission-library) to be shared with authors or assistants.
|
||||
|
||||
## <a name="emails"></a>Emails
|
||||
OJS sends a number of emails during various stages of the [Editorial Workflow](../editorial-workflow) as well as other actions such as registration and submission acknowledgement. The settings in this section allow you to edit the signature attached to each email as well as change the default messages sent for each type of email.
|
||||
|
||||
You can view a description of each email and edit the email by clicking the dropdown arrow on the right.
|
||||
|
||||
Click **Filters** to filter templates by sender, recipient, workflow stage, and whether the template is enabled.
|
||||
@@ -0,0 +1,2 @@
|
||||
# Statistcs
|
||||
View statistics for articles published in your journal and filter by date range and section. For more detailed or cusotmized displays of statics, see the Report Generator.
|
||||
@@ -0,0 +1,43 @@
|
||||
# Submissions
|
||||
|
||||
1. [Start A New Submission](submissions#new-submission)
|
||||
1. [My Queue](submissions#my-queue)
|
||||
1. [All Active](submissions#active)
|
||||
1. [Archives](submissions#archives)
|
||||
1. [Find Submissions Quickly](submissions#find-quickly)
|
||||
|
||||
Access any submissions currently under consideration from the Submissions page.
|
||||
|
||||
Editorial and administrative users also have access to all published and archived submissions, and quick-access to common types of submissions to help manage their editorial queue.
|
||||
|
||||
## <a name="new-submission"></a>Start A New Submission
|
||||
|
||||
You can start a new submission by clicking the **New Submission** button which appears above each of the submission lists. For more information, see [Learning OJS 3: Submitting an Article](https://docs.pkp.sfu.ca/learning-ojs/en/authoring#submitting-an-article).
|
||||
|
||||
## <a name="my-queue"></a>My Queue
|
||||
|
||||
This tab provides information about submissions currently assigned to you. Use this tab to keep up with your day-to-day activities.
|
||||
|
||||
Editors will see notices when review assignments are overdue. Reviewers can track the due dates for their assignments. And authors can keep track of what stage their submissions are in.
|
||||
|
||||
## <a name="unassigned"></a>Unassigned
|
||||
|
||||
Journal Managers can view any new submissions which have not yet been assigned an editor or section editor. Use this tab to ensure each submission has an editor assigned to manage the workflow.
|
||||
|
||||
## <a name="active"></a>Active
|
||||
|
||||
Find any submissions in the system that haven't been published or declined. Only editorial and administrative users have access to this tab. Fore more detailed information, see [Learning OJS 3: Submissions](https://docs.pkp.sfu.ca/learning-ojs/en/editorial-workflow#submissions).
|
||||
|
||||
## <a name="archives"></a>Archives
|
||||
|
||||
Find submissions that have been published or declined. Any submissions no longer undergoing the editorial workflow can be found here.
|
||||
|
||||
## <a name="find-quickly"></a>Find Submissions Quickly
|
||||
|
||||
### Searching Large Lists
|
||||
|
||||
Use the search panel above the list to locate submissions in a large list. You can find submissions by title, author, and ID number.
|
||||
|
||||
### Filtering Large Lists
|
||||
|
||||
Click the **Filter** button to expand a set of search filters. Editors can quickly locate all submissions with overdue reviews, those in a specific stage of the workflow, and those submitted to a specific section or assigned to an issue. Managing editors can locate submissions assigned to a specific editor.
|
||||
@@ -0,0 +1,5 @@
|
||||
# Tasks
|
||||
|
||||
Tasks provide quick access to updates and outstanding responsibilities within the editorial workflow.
|
||||
|
||||
You can click the Tasks link on the main navigation menu to view any pending tasks. You can delete Tasks when they are no longer useful. For more information, see [Learning OJS 3: Tasks](https://docs.pkp.sfu.ca/learning-ojs/en/editorial-workflow#tasks).
|
||||
@@ -0,0 +1,18 @@
|
||||
# Tools
|
||||
|
||||
1. [Import/Export](tools#import-export)
|
||||
1. [Report Generator](tools#report-generator)
|
||||
|
||||
Import and export content and view usage statistics and reports from the Tools menu.
|
||||
|
||||
The tools available to you may depend on what plugins an administrator has configured for your site.
|
||||
|
||||
## <a name="import-export"></a>Import/Export
|
||||
|
||||
The Import/Export tools allow you to move content between OJS installations. You can import and export users, publications and article metadata. For more detailed information, see [Learning OJS 3: Import/Export](https://docs.pkp.sfu.ca/learning-ojs/en/tools#importexport).
|
||||
|
||||
## <a name="report-generator"></a>Report Generator
|
||||
|
||||
The system generates reports that track site usage and submissions over a given period of time. Reports are generated in CSV format which requires a spreadsheet application, like Excel, Google Docs or LibreOffice to view.
|
||||
|
||||
You can generate detailed custom reports and filter by complex parameters. If you're unsure about any of the parameters, speak to your technical support team for help. For more detailed information, see [Learning OJS 3: Report Generator](https://docs.pkp.sfu.ca/learning-ojs/en/tools#report-generator).
|
||||
@@ -0,0 +1,9 @@
|
||||
# User Profile
|
||||
|
||||
This chapter covers user profiles, including registration, logging in, and making changes.
|
||||
|
||||
Once logged in, you can configure your User Profile and notification settings. To view your profile, find the link which displays your username at the top-right of the site when logged in.
|
||||
|
||||
You can update your name, contact details and password, as well as manage your public profile and configure what kind of notifications you'd like to receive.
|
||||
|
||||
If you're enrolled as a **Reviewer** for this site, you can enter your Reviewing Interests from the Roles tab.
|
||||
@@ -0,0 +1,42 @@
|
||||
# Users and Roles
|
||||
|
||||
1. [Users](users-and-roles#users)
|
||||
2. [Roles](users-and-roles#roles)
|
||||
3. [Notify](users-and-roles#notify)
|
||||
4. [Site Access](users-and-roles#site-access)
|
||||
|
||||
Manage your journal's users, assign them to roles, and create or edit existing roles. For more detailed information, see [Learning OJS 3: Users and Roles](https://docs.pkp.sfu.ca/learning-ojs/en/users-and-roles).
|
||||
|
||||
## <a name="users"></a> Users
|
||||
|
||||
Journal Managers and Administrators can view a list of all users in the journal. You can add users, disable a user, send them email, edit their profile, or delete them completely.
|
||||
|
||||
The easiest way to find a user is to use the search button, which will allow you to search by name or role.
|
||||
|
||||
*To find a list of all authors, use the Search feature, leave the search field empty and select Author from the dropdown menu. Then click the Search button.*
|
||||
|
||||
## <a name="roles"></a> Roles
|
||||
|
||||
User roles govern who can access what in the editorial workflow.
|
||||
|
||||
A flexible user role system is provided so that you can tailor the roles to your needs. On the Roles tab, you'll see a list of default roles created by the system.
|
||||
|
||||
There are many roles, and most journals won't need all of them. Feel free to delete roles you won't use in your workflow.
|
||||
|
||||
You can edit or remove existing roles or add new roles. All roles are given one of a few permission levels which allow them to perform various actions in the system:
|
||||
|
||||
- *Authors* can make new submissions.
|
||||
- *Reviewers* appear when you're assigning reviews in the [Editorial Workflow](editorial-workflow) and have access to that stage when they're assigned.
|
||||
- *Readers*, like all other user types, can access the reader-facing website. All users have this capability.
|
||||
- *Journal Managers* have access to the entire [Editorial Workflow](editorial-workflow), as well as most of the settings.
|
||||
- *Series Editors* and *Journal Assistants* can access only those parts of the [Editorial Workflow](editorial-workflow) assigned to their role (see below).
|
||||
|
||||
In addition to the permission levels, you can restrict some roles to particular stages of the [Editorial Workflow](editorial-workflow). This is useful for professional assistants such as copy editors or layout managers who may assist during one or two stages of the workflow.
|
||||
|
||||
## <a name="notify"></a> Notify
|
||||
|
||||
If an Administrator has enabled "Bulk Emails" under [Site Settings](https://docs.pkp.sfu.ca/learning-ojs/en/site-administration#site-settings), you will see a Notify tab. You can use this tab to [email all users in a role](https://docs.pkp.sfu.ca/learning-ojs/en/users-and-roles#email-users).
|
||||
|
||||
## <a name="site-access"></a> Site Access Options
|
||||
|
||||
Under the Site Access tab, you can turn off public user registration or event limit access to the reader-facing site to registered users.
|
||||
Reference in New Issue
Block a user