Open Journal Systems, DOIs, and DataCite

Open Jou nal Sys ems, DOIs,
andDa aCi e A Webina om he Public Knowledge
P ojec (PKP) and Da aCi e.
Mike Nason
Open Schola ship & Publishing Lib a ian @ UNB Lib a ies
Open Schola ly In as uc u e Ad iso @ Public Knowledge P ojec (PKP) 1
A B ie In o o PKP
2
Abou PKP
PKP is a so wa e de elopmen and
esea ch acili y a Simon F ase
Uni e si y.
We conduc esea chin o issues
impac ing schola ly communica ion.
We de elop ee and open sou ce
so wa e(FOSS) owa ds a mo e
di e se, inclusi e, and accessible
model o schola ly publishing.
3
Ou Mission
Since 1998, PKP's mission has been o esea ch, de elop, and suppo
open in as uc u e o inc ease he quali y, di e si y, and each o
schola ly publishing.
4
Ou So wa e
The Public Knowledge P ojec de elops open sou ce so wa e
which is used a ound he wo ld o schola -led, communi y
d i en publishing o jou nals, p ep in s, and monog aphs.
5

Global use o OJS 55,000+ ac i e jou nals wo ld-wide
publishing ac oss 150 coun ies
jou nals publishing in 60 languages
6
PKP is bes known o
he de elopmen o OJS
– he wo ld's mos
widely used jou nal
managemen and
publishing sys em.
7
OJS o Au ho s
A sys em o au ho s o submi o a
schola ly jou nal, ack hei submission
h ough he edi o ial p ocess, upload
e isions, and publish, o en open access.
8
OJS o Edi o s
A sys em o edi o s o manage submissions
a di e en s ages, ack manusc ip
e sions, and manage comms be ween
au ho s, edi o s, and e iewe s.
9
Open Jou nal Sys ems
Ou o he box, Open Jou nal Sys ems is
hugely suppo i e o open schola ly
in as uc u e. In ac , OJS
is an
example o
open schola ly
in as uc u e.
Things will a y a bi depending on he
e sion o OJS you' e unning. I you' e
le e aging PIDs and o he connec ions
o open in as uc u e, i 's likely bes o
s ay upda ed o, a leas , he la es
Long Te m Suppo (LTS) e sion.
16

Ve sions // Gene al
OJS 3.3.X // (LTS)
MOST RECENT LTS VERSION

LARGE INSTALL BASE

BIG SELECTION OF 3RD
PARTY PLUGINS

DOI DEPOSIT BY PLUGIN

WILL BE FLAGGED FOR EOL
WITHIN A YEAR AFTER OJS
3.5 GETS LTS DISIGNATION
OJS 3.5
MOST RECENT
RELEASE

WILL BE THE NEXT LTS

SIGNIFICANT IMPROVEMENT
TO PUBLISHING WORKFLOW

SIGNIFICANT UI
IMPROVEMENTS

OJS 3.4.X
BROUGHT A NUMBER OF
CHANGES TO STATISTICS,
USER MANAGEMENT, AND
SUBMISSION WORKFLOWS

MORE ITERATIVE FEATURES

DOI MANAGEMENT/DEPOSIT
WORKFLOWS OVERHAULED

OJS 3.4.X
BROUGHT A NUMBER OF
CHANGES TO STATISTICS,
USER MANAGEMENT, AND
SUBMISSION WORKFLOWS

MORE ITERATIVE FEATURES

DOI MANAGEMENT/DEPOSIT
WORKFLOWS OVERHAULED

17
Ve sions // Pid-cide a ions
OJS 3.3.X // (LTS)
DOI MANAGEMENT TIED TO
REGISTRATION AGENCY
PLUGINS

ROR SUPPORT

ORCID SUPPORT
OJS 3.5
LEVERAGES NEW DOI
MANAGEMENT FROM 3.4

IMPROVED ROR INTEGRATION

IMPROVED ORCID
INTEGRATION

UPDATES TO PID METADATA
SCHEMAS FOR BETTER
METADATA FIDELITY
OJS 3.4.X
DOI MANAGEMENT MOVED TO
CORE CODE AND
OVERHAULED

NO ROR SUPPORT

ORCID SUPPORT
18
Wha e sion should I use?
A an absolu e minimum, I'd
ecommend unning he la es
e sion o OJS 3.3.X o make
su e you' e go all he la es
pa ches and secu i y upda es.
S aying up o da e on he LTS
e sion is good p ac ice and will
help ensu e a s able, secu e
pla o m o you jou nal.
19
Tha depends! You expe ience
wi h he so wa e will be
di e en depending on he
e sion you ha e ins alled. O en,
he adeo o newe e sions
o a pla o m is ha you ge he
bes , newes ea u es bu also
need o apply mo e equen
upda es o keep hings secu e
and bug- ee. 
Does i ma e ?
Wha e sion should I use?
20
Howe e , i you' e cu en ly on a
e sion o OJS 3.2 o
olde
, i
ma e s a g ea deal. You should
deni ely – a leas – upg ade o
he la es e sion o OJS 3.3.X.

OJS 3.2 is no longe suppo ed
and you'll be missing ou on
secu i y upda es and bug xes. 
Does i ma e ?
Wha e sion should I use?
21

I you' e on 3.3.X and a e happy
wi h how hings a e, you can
sa ely wai un il OJS 3.5 ge s i 's
long e m suppo (LTS)
designa ion be o e upg ading.

I you' e on 3.4.x and a e happy,
you can also wai !

Once 3.5 ge s LTS, you'll ha e ~ a
yea o upg ade om 3.3.X.
Does i ma e ?
Wha e sion should I use?
Do I need o upg ade?
22
In o o Da aCi e...
23
Le 's alk DOIs
24
Open Jou nal Sys ems
I'll also no e ha e e y hing we'll be
going o e in his sec ion can be ound
in mo e de ail in he PKP docs hub
o 
in
he eadme. x les o any
indi idual
plugin in he plugin galle y.
(Da aCi e wo ks
basically he same way, bu a new
Da aCi e-specic guide is also
cu en ly in de elopmen )
DOI Plugin
C oss e Manual
ORCiD Plugin Guide
ROR Plugin Guide
ORCiD P ole Plugin
QuickSubmi Plugin and DOIs
25
Assigning DOIs
32

Assigning DOIs
33
A Gen le Reminde
Assigning DOIsand Regis e ing
DOIswi h a Regis a ion Agency a e
wo di e en hings.
People o en combine hese wo s eps
oge he and call i "min ing".

I you only
assign
a DOI bu don'
egis e i wi h a DOI egis a ion
agency, i will no wo k.

This is mo e common han you migh
imagine.
34
In OJS 3.3.x
Assigning DOIs
35
DOIs in OJS 3.3.x (LTS)
No ma e which DOI egis a ion
agency you ha e a membe ship
wi h, he p ocess o
assigning
DOIs is
he same.

In 3.3.x, you will need o s a by
congu ing you DOI plugin. You can
nd he DOI plugin and i 's se ings
unde Ins alled Pluginsand he sub-
heading "Public Iden ie Plugins".
36
DOIs in OJS 3.3.x (LTS)
The e's a space o pu you p ex he e.
You'll be gi en a p ex by you
egis a ion agency o by you pa en
o ganiza ion/publishe .

You can also choose which hings o
assign DOIs o. You migh be emp ed
o click all o hem. I ecommend
jus
assigning DOIs o A icles
.
37

DOIs in OJS 3.3.x (LTS)
Nex , a e he suxes. I mo e o less
beg you o no hink o hese as
meaning any hing o eade s o use s. A
DOI sux shouldn' con ain me ada a.
They ough o be opaque. 

I ecommend ei he using he de aul
pa e ns he e and jus igno ing wha
hey say,
o
c ea ing a cus om pa e n
wi h he bo om op ion ha is e en
mo e simple han he de aul .
38
DOIs in OJS 3.3.x (LTS)
You canno co ec o change a DOI
a e i has been egis e ed.I you
egis e a DOI wi h a ypo in i , ha isn'
a sol able p oblem.

You can edi egis e ed me ada a. You
canno edi he DOI i sel .

Take ypos igh ou o he equa ion!

%j.%ais a g ea cus om op ion.
39
DOIs in OJS 3.3.x (LTS)
These a e he nal wo op ions. They
should be ea ed wi h cau ion.

Reassign DOIswill unassign all DOIs o
you jou nal and
eassign
DOIs based on
wha e e you p ex se ings a e. I
you' e egis e ed
any hing
, do no click
his.

Assign DOIswill assign a DOI o
any hing in you jou nal ha
does no
al eady ha e one
.40
DOIs in OJS 3.3.x (LTS)
Las ly, you can make su e a DOI will be
assigned a he
a icle
le el. In he
Publica ion ab o any submission, you
can click on "Iden ie s" in he sideba
and see DOI in o ma ion.

You'll see an "assign" bu on o
au oma ically gene a e a DOI based on
you p ex se ings. You
can
modi y a
DOI he e un il i is published.
41
DOIs in OJS 3.4.X - 3.5.X
In OJS 3.4 and up, DOI managemen has
been o e hauled.

You can now nd you DOI plugin
se ings in he le sideba unde he
op ion Dis ibu ion.

You can se you p exes, sux
pa e ns (now wi h opaque s ing
gene a ion), as well as choose you
egis a ion agency om a d opdown
menu. 48

In OJS 3.3.x
Regis e ing DOIs
49
In 3.3.x, you can nd he egis a ion
op ions in he le sideba o he
dashboa d, a he bo om, by clicking
on he Toolslink.

F om he e, choose ei he he C oss e
o Da aCi e Expo /Regis a ion
plugins.

They bo h ope a e e y simila ly!
DOIs in OJS 3.3.X (LTS)
50
Each plugin s a s wi h a se ings page
wi h a ew op ions and you c eden ials
o you membe ship. These
c eden ials will always be you login
c eden ials o Da aCi e o C oss e ,
no o his OJS ins all.
DOIs in OJS3.3.X (LTS)
51
Each plugin has he same egis a ion
menu unde he ab labelled "A icles".
I shows you he a icle ID, au ho / i le,
issue, DOI o be egis e ed, and a
s a us.

"Ac i e" means a DOI has been
egis e ed and is esol ing.

I you plugin is se o au oma ic, you
can basically igno e his. I will egis e
o you wi hin a ew hou s.
DOIs in OJS 3.3.X (LTS)
52
In OJS 3.4.x - 3.5.x
Regis e ing DOIs
53

In OJS 3.4, all DOI managemen and
egis a ion can be accessed om he
DOIsmenu on he sideba , in he op
le .


DOIs in OJS 3.4.x
54
In OJS 3.5, all DOI managemen and
egis a ion can be accessed om he
DOIsmenu on he sideba , below
"Issues" and be o e "Se ings" menus.


DOIs in OJS 3.5.x
55
This DOI manage has signican ly
mo e ea u es, including ags o DOIs
ha need upda ing (when hei
me ada a has changed). You can also
assign DOIs pe a icle he e i you wish,
wi hou ha ing o na iga e o an
indi idual publica ion.

You can also cue up bulk upda es o
bulk egis a ions.
DOIs in OJS 3.4.X - 3.5.X
56
You can see ha he plugin assigns
labels like "needs doi" o wo ks ha
ha e ye o be assigned one.

You can also see he ope a ions
a ailable as bulk ac ions.
DOIs in OJS 3.4.X - 3.5.X
57
ROR in OJS 3.5.X
You can nd he ROR plugin in he
galle y wi h he name: Resea ch
O ganiza ion Regis y (ROR) Plugin.

This plugin will allow o au ocomple e
agains he ROR API wi hin he
"alia ion" me ada a elemen o
submissions.

I will also display ROR links on a icle
landing pages.
. Na iga e o he plugin galle y and
ins all he ROR plugin.
. Na iga e o you ins alled plugins
and enable he ROR plugin.

End o lis ! ROR is also in he p ocess o
being in eg a ed in o he Funding
Me ada a plugin.
64

ORCID
65
ORCiD has wo di e en APIs.
66
Public API
ORCiD's public API allows any jou nal o
pull
public me ada a om ORCiD. In
OJS, he public API op ion ascili a es:
Au ho s can connec hei ORCiD ID
wi h hei publica ions.
ORCiDs eco ded as me ada a will
be deposi ed in DOI egis a ions
wi h C oss e and Da aci e.
Au ho ORCiDs will be linked on
a icle landing pages.
ORCiD's membe API allows jou nals o
push me ada a o ORCiD
. The membe
API allows o all o he capabili y o he
public, and also:
Pee - e iew ac i i y can be pushed
o au ho 's ORCiD p ole.
A icle eco ds can be pushed
di ec ly o ORCiD p oles.
Membe API
67
I is
o ally ne
 o use he public API,
and you'll s ill ge a signican
in e ac ion wi h ORCiD his way.

The mos impo an piece o
au ho s
he e is he link o hei p ole.
I you' e using DOIs and p oles a e
congu ed o au oma ic addi ion,
wo ks will s ill be added o hei ORCiD
au oma ically.
The
membe API's
s onges asse is
he abili y o push pee e iew wo k o
ORCiD.

Membe ships o ORCiD end o be
ins i u ional
and a en' cheap. I you
a en' conce ned abou au oma ic
popula ion o pee - e iew wo k o
ORCiD, he public API will mee you
needs plen y.
68
In he In e es o B e i y
I ecommend you ead he ORCiD plugin
documen a ion.

The plugin is p e y s aigh o wa d o
se up i you a e a
single jou nal
.

Howe e , i you a e ins alling on a
sha ed, mul i-jou nal ins ance o OJS
you will need access o you cong le.
You
may
 equi e echnical assis ance
o his, depending on you com o
le el.

You'll need an ORCiD accoun and will
need o p ocu e
a leas
a public API
key ( his is ee). O he h ee PID
in eg a ions, his one has he mos
s eps.

I is, howe e , e y much wo h he
ime o suppo you au ho s!
h ps://docs.pkp.s u.ca/o cid/
69

Bonus Round
I nished his deck and s a ed hinking abou , like... you know all o his documen a ion exis s,
and now you ha e hese slides, and maybe I don' need o go clean h ough i all s ep-by-s ep. O ,
maybe I' e jus gone h ough i all s ep-by-s ep and would like o lea e you wi h some hing o hink
abou on you own s eam.
70
Fo gi e me...
... o being p esump i e, bu he e is a
gene al expec a ion ha you wan
people o see he p oduc s o you ha d
wo k.
You wan you wo k o be
known
and
disco e able
;
accessible
 o he olks
who migh bene om i .

I would hink (hope).

And, you'd p obably like i o be
a ibu ed o you, since you did he
wo k and also since he implica ions o
i s alue will ha e some impac on you
ca ee o he ca ee o you au ho s.
71
I 's possible...
his may seem wei d because,
depending on whe e you a e in you
ca ee , you a e
maybe no used o
doing his
.
A e all, mos o he expe ience o
dissemina ion
as a s uden ( o
example) is submi ing pape s o one
pe son who g ades hem.

I is ce ainly nei his is he case. I 's
e y no mal. Fun ac , plen y o
es ablished esea che s
don' eally
hink oo ha d abou
whe e
and
how
 hei wo k is sha ed, ei he .
72
Fo s uden s, his is
wha "dissemina ing
you esea ch"
mos ly looks like.
73
jou nal
am
i da aci e
o
pee - e iew
sel -a chi ing
E e y   is, po en ially, a new DOI.
80

The Reali y
Publishing is mo e i e a i e (and ied o
a wide ange o accessible ou pu s)
han i 's e e been.
submission s ill happens, bu use s
migh pos hei wo k on a p ep in
se e be o e pee e iew
a unde manda e migh equi e
open access o , a leas , an open
access
e sion
o he wo k
i you' e publishing in a majo
subsc ip ion jou nal,
lo s
o people
canno ead you wo k
da a managemen migh equi e
publica ion o a da a se
81
a xi
i da aci ewebpage jou nal
82
i c oss e
i handle
am
i
pubmedi da aci e zenodo
da ase
o
sha eyou pape
openai e
zenodo da a e se
E e y   is, po en ially, a new DOI.
THESE ARE ALL PLACES YOUR METADATA CAN/WILL GO!
83
I you jam, "Edi o s, The" in o he name eld o
some hing ha doesn' ha e an ac ual au ho , guess
whe e ha will end up?
84
I you manage a jou nal, you a e s anding a he nozzle o
a me ada a  ehose.
85

This is
impo an
s u o bo h a jou nal and o au ho s.
86
Au ho s will know wha
hey
wo ked on, o example, bu
people ( esea che s, unde s, ins i u ions, employe s)
looking o hei wo k migh no .
87
Maybe hey sha e a name wi h ano he esea che and
hei esul s a e always co-mingled. O hei eld only
uses  s name ini ials in me ada a. 
88
O , maybe hey changed hei name o any numbe o
inc edibly alid easons and i 's pain ul o unpleasan ha
all hei old publica ions equi e o he s o know i . 
89
This has been, ankly, an as ounding amoun o con en .
I'd like o cong a ula e you o endu ing i .
96

I 's ok! I am com o able wi h mysel , please e e o his
deck whene e you need o!

Please also ead ou documen a ion!
97
Thank You.
98