Live-blogging the 2009 Vancouver PKP Conference

Open Journal Systems (OJS) software as used by African Journals Online (AJOL) – The Session Blog

Presenters: Susan Murray

July 9, 2009 at 10:30 a.m. SFU Harbour Centre (remote session). Rm. 7000

Susan Murray (Source)

Background

Ms. Susan Murray is a proactive individual working with the African Journals Online (AJOL), a non-profit organization, as the executive director for over two years. Her she academic background is on development economics and she is focused on opening access to information in developing countries such as Africa.

Session Overview

Ms. Murray’s session is a journey from the 1990s to present day focusing on the progression of access to African Journals Online (AJOL) (Session Abstract). She begins with an overview of the journal, followed by the users and stakeholders involved, which she ties in to a comparison of the old and new systems along with the future outlook for AJOL, and  finally she concludes the presentation with a business plan and parting remarks.

(1) Overview of AJOL

Ms. Susan Murray started the presentation with the following quote from Mamphela Ramphele :

“There is no way we can succeed in the eradication of poverty if the developing world is not part of knowledge creation, its dissemination and utilization to promote innovation. Higher education is a critical factor in making this possible and must be part of any development strategy.”

– Mamphela Ramphele (2000)

Ms. Murray goes on to explain the importance of higher education and policies governing such institutes. She indicates that there is a long way to go in terms of sharing and transferring knowledge to the developing worlds, however it must be done and there is harm in not doing so as innovation cannot advance in these developing countries. In Africa the process of dissemination has already begun with AJOL hoping to increase its visibility and accessibility of open journal sources. Currently, AJOL has 350 titles with over 40000 articles (and free metadata) which are a combination of open-access (OA) and subscription based titles that cover majority of the academic spectrum. Ms. Murray pointed out that some of the titles are not found online anywhere else but on AJOL! This shows the exclusivity of some of the titles that are secured by AJOL. In order to join AJOL, Ms. Murray listed the following criteria which must be adhered to – this mostly encourages more of the ‘fringe’ journals to upload their documents for increased visibility:

  • Must be original research
  • Needs to be peer-reviewed
  • All content must be given to AJOL
  • Permission must be granted to AJOL
  • Content must be published in the African continent

(2) The Stakeholders

It is fascinating to know that as of today, Ms. Murray highlighted the 26 African countries with journals on AJOL (See Figure 1a). Figure 1b is a ‘Google Maps mashup’ which highlights the actual journals (with corresponding links) in a particular country. Ms. Murray exclaimed this is an impressive display along with the number of visits by other continents as illustrated in Figure 2. Africa had the highest percentage of visitors at 32% of the total population who accessed the site, while North America, Asia, and Europe had 23%, 21%, and 20% respectively.

Figure 1: Distribution of Journals (received permission from Susan Murray to use image)

Figure 1a: Distribution of Journals in Africa (used with permission from Ms. Murray)

 

View Map of Africa in a larger map

Figure 2: Visits by continent (received permission from Ms. Susan Murray to use image)

Figure 2: Visits by continent (used with permission from Ms. S. Murray)

Ms. Murray further elaborated that the users comprise mostly of professionals, publishers, researchers, librarians, professors, and teachers. Since moving to the new open journal system 2.2.2 (OJS 2.2.2) platform there has been a significant increase in the number of users over a period of three months. In April 2009 the number of users was 57123 while in June 2009 there were an astounding 81852 users accessing the journals on AJOL – an increase in approximately 38%. During the discussion of the users, Ms. Susan Murray brought up an important issue related to the key stakeholders involved in the journal dissemination and access regime. This involves the researchers who need access to the scholarly journals to advance ideas in a particular field of study, and the journal editors want increased visibility in the public domain to encourage wide readership of their documents. This give and take is successfully propelled by the joint involvement of AJOL and the Public Knowledge Project (PKP). Ms. Murray explained how AJOL reduced costs and increased the quality of the journal in order to publish the full text documents online. These two factions, AJOL and PKP, attempt to meet the needs of both the researcher and the journal editors to ensure a balance in the system by providing quality journals to the masses.

(3) Comparison of old and new systems

After the overview and elaboration of the users and stakeholders of AJOL, Ms. Murray went into the details of the AJOL on OJS 2.2.2. She expressed the benefits of such a partnership with PKP led to better upgrading of the system. She found  that more advanced versions could also be complied and were easier to upload which allowed for more capabilities in the platform that were not possible before. Figure 3 shows flowchart of the software and resources used ending with final product of the Open Journal Systems coded through the PHP scripting language using MySQL as the database management tool in the APACHE web browser run from the Linux operating system.

Figure 3: Software and Hardware (created by Pam Gill)

Figure 3: Software and Resources (created by Pam Gill)

A comparison of the new and old system is shown in Figure 4. The new approach is useful for all parties involved and is an excellent search tool with a new look and feel. Currently, as of July 2009, journals now manage their own AJOL pages in terms of the workflow management. In the future, Ms. Murray envisions that journals will be able to host their own versions of OJS on the PKP harvester which acts as a metadata aggregator. The newer versions will include a statistics package and offline plug-ins when connectivity is interrupted. The offline plug-in option will be crucial for users living in remote areas. Eventually, Ms. Murray envisions all journals being independent and managing their own pages.

Figure 3: Comparison Chart (created by Pam Gill)

Figure 4: Comparison Chart of Old and New Systems (created by Pam Gill)

(4) Final remarks

To conclude her presentation, Ms. Murray placed great emphasis on the need for the flow of global information from the North to the South (Evans and Reimer, 2009). She stressed the implementation of a new business plan that would allow journals to consider OA as a more viable possibility via AJOL/PKP. The full OJS functionality on AJOL has already made a huge difference as discussed earlier as open source software (OSS) has matured considerably. To summarize Ms. Murray ended her presentation one two key points to promote and continue the dissemination of literature in developing countries. First she brought forth the importance of carefully selecting the best tool that will take into account the needs of the users. Next, she advised to carefully align yourself with partners that you trust and who will support your initiatives for the right reasons. The following quote from Ms. Susan Murray herself summarizes these points:

“Relationships and communication are still the drivers of success, the technological tools are just the vehicle.”

– Susan Murray (2009)

This quote from Ms. Murray is used to illustrate that the technology can help propel the dissemination process in varying capacities. Technology depends on the specifications and limitations of the  hardware and software. Yet, at the end of the day, relationships with others are the most important in terms of communicating, working collaboratively sharing ideas, which will ultimately lead to the success (or failure) of your goals and aspirations.

Questions from the audience asked at Ms. Murray’s session:

Question: Is AJOL published in other languages (referring to Figure 1 of African map from Susan’s PowerPoint slide)? Does AJOL have plans to bring more non-English journals to the portal?

Answer: Yes, we are hoping to introduce this to Francophone countries by starting the process of translating to French. So there will be an English/French option. We have a few journals published in Portuguese, Arabic. If we have a journal that is online (and space is NOT a problem) then we can publish in a local, indigenous and international language. Then at the same time research can be read by the local community and broadly by the rest of the world. This will increase readership and the journal will have met the needs to satisfy the best of both worlds.

Related Links

Conference attended by Susan Murray

Software/Sites

References

Evans, J.A, & Reimer, J. (2009). Open Access and Global Participation in Science . Science. 323, 1025

Murray, S. (2009). Open journal systems (OJS) software as used by African journals online (AJOL). PKP Scholarly Publishing Conference 2009. Retrieved 2009-07-09, from http://pkp.sfu.ca/ocs/pkp/index.php/pkp2009/pkp2009/paper/view/216

July 11, 2009   1 Comment

Revues.org and the Public Knowledge Project: Propositions to Collaborate (remote session): The Session Blog

Presenter: Marin Dacos

July 9, 2009 at 10:00 a.m. SFU Harbour Centre. Rm. 7000*

*Important Note: As this was a remote session, the presenter’s voice was inaudible most of the time due to technical difficulties and constant breaks in the live audio streaming. Therefore, it was difficult to capture parts of the presentation.

Marin DacosMarian Dacos (Source)

Background

Mr. Marin Dacos is a digital humanities specialist who is currently the director of the Centre of Open Electronic Publishing (Cleo) as well as an information systems manager for National Centre for Scientific Research (CNRS) located in France. Furthermore, he is the founder of several initiatives such as Revues.org, Lodel, Calenda, and Hypotheses which will be discussed in the session overview. Mr. Dacos investigates how Revues.org and PKP can be used to improve manuscript management tools and document conversion.

Session Overview

Mr. Martin Dacos initiated the session by providing a background summary on Revues.org. He indicated there are currently 187 members, with 42000 online humanities and social sciences full-text, open-access documents (Session Abstract). He mentioned that approximately ten years ago, systems were centralized and focused on sciences. And since the beginning of Revues.org,  only PDF documents were processed for publishing by converting to extensible markup language (XML).  Later, Lodel (electronic publishing software)  was developed as a central management system (CMS) where the web service could convert word documents to XML. This is around the time when the Public Knowledge Project (PKP)  started up and its focus was to decentralize and provide a more international access point for the publishing of journals and management of conferences through the Open Journal System (OJS). During this time, the two projects, Lodel and PKP, started to converge with two distinct parts and four kinds of services.

(1) The Project Details

The first part of the project, as Mr. Dacos described it consists of using PKP  to develop a manuscript management tool to monitor the workflow through OJS. There is a need to create a new interface for users and make it more human-friendly for interaction in order to allow for the dissemination of documents. This portion of the project also investigates the possibility of connecting Lodel and OJS so both systems can use the system jointly. Next, Mr. Dacos explained the second part of the project which deals with document conversion called OTX – which will convert for example RTF to XML. This parallels PKPs development and there is the possibility of sharing information on this creation.

(2) Services

Revues.org offers various kinds of services to allow for the dissemination and communication of scholarly material and other information such as upcoming events. One of the services presented by Revues is Calenda which is claimed to be the largest French calendar system for the social sciences and humanities. This calender service is important because it disseminates information such as upcoming scientific events to the rest of it’s audience. This communication tool is crucial in bringing members of various online communities together to participate in ‘study days,’ lectures, workshops, seminars, symposiums, and share their papers. Another valuable service offered by Revues.org is Hypotheses which is a platform for research documents. This is a free service which allows researchers, scientists, engineers and other professionals to post their experiences on a particular topic or phenomenon for sharing with a wider audience. One can upload a blog, field notes, newsletters, diary inserts, reviews on certain topics, or even a book for publishing. A third service offered by Revues.org is a monthly newsletter called La Lettre de Revues.org. This newsletter connects the Revues.org community together by showcasing various pieces of information. For instance, new members who have recently joined are profiled and new online documents are highlighted for it’s subscribers to read.

The remainder of Mr. Marin Dacos’ talk focused on Lemon8 and OTX which was difficult to interpret due to technical issues.

Questions from the audience asked at Mr. Dacos’ session:

It was difficult to get an audio connection with Mr. Dacos due to technical difficulties, therefore questions were not asked.

Related Links

References

Dacos, M. (2009). Revues.org and the public knowledge project: propositions to collaborate. PKP Scholarly Publishing Conference 2009. Retrieved 2009-07-09, from http://pkp.sfu.ca/ocs/pkp/index.php/pkp2009/pkp2009/paper/view/208

July 10, 2009   Comments Off on Revues.org and the Public Knowledge Project: Propositions to Collaborate (remote session): The Session Blog

The new Érudit publishing platform: The Session Blog

Presenter: Martin Boucher

July 9, 2009 at 9:30 a.m. SFU Harbour Centre. Rm 7000

Martin Boucher (picture taken by Pam Gill)

Martin Boucher (picture taken by Pam Gill)

Background

Mr. Martin Boucher is the Assistant Director for the Centre d’édition numérique/ Digital Publishing Centre located at the University of Montreal, located in Montreal, Quebec. This centre along with the library at the University of Laval are the sites of the Erudit publishing locations which serve as a bridge to the Open Journal Systems (OJS). Erudit focuses on the promotion and dissemination of research similar to the Open Access Press (part of the PKP 2009 conference).

Session Overview

Mr. Martin Boucher highlighted the features and implications of a new publishing platform called Erudit (Session Abstract). He focused on sharing the capabilities of the Erudit publishing platform by first providing a brief historical overview of the organization, describing the publishing process, then introducing Erudit, and concluding with the benefits of such a platform.

(1) Historical Overview

Mr. Boucher started the session by pointing out that Erudit is a non-profit, multi-institutional publishing platform founded in 1998.  This platform, based in Quebec, provides an independent research publication service which consists of access to various types of documents in the humanities and social sciences fields to the universities. Erudit also encouraged the development of Synergies which is a similar platform but targets a more mainstream audience since it is published in English. Some facts about Erudit:

  • International standards are followed
  • Publishes over 50000 current and back-dated articles
  • Offers management services, publishing, and subscriptions
  • 90% of the downloads are free
  • Have over 1 million visits per month

(2) Publishing Process

The description of the publishing process constituted at least a third of the presentation time. Mr. Boucher felt it necessary to take the time to describe to the audience the details involved so it would be easier to compare the similarities and differences between the new and old versions of the system. To begin, Mr. Boucher indicated the publishing process accepted only journals based on extensible markup language (XML), and various input sources (In Design, QuarkXPress, Open Office, Word, RTF). Also, he pointed out that there are no peer-reviews, in fact: only the final documents are considered to be a part of the collection. It should be pointed out that these documents meet high quality standards as they are expected to be peer-reviewed before submitting to the publishing platform. As of yet, Erudit does not have the software to assist in a peer-review type of process. The belief of the Erudit community is to provide quick digital dissemination of the articles. This complicated, lengthy process is made possible by a team of three to four qualified technicians, one coordinator, and one analyst, all of whom ensure a smooth transition of the documents into the virtual domain. The publishing process consists of five key steps as outlined in Figure 1. Mr. Boucher elaborated on the importance of the analysis step. He went on to outline the three steps of the manual semantic analysis. The first consists of manual and automated tagging where detailed XML tagging is only for XHTML, and less tagging is done on PDF files. The second step consists of the automated production of XML files for dissemination. And lastly, a rigorous quality assurance by the technicians prior to dissemination sums up the analysis step of the publishing process.

Figure 1: Publishing Process (image created by Pam Gill)

Figure 1: The publishing process (image created by Pam Gill)

(3) New Erudit Platform

Once the publishing process was described, an illustration of the new Erudit platform was revealed. Mr. Boucher indicated there is now increased support for journal articles through the Erudit Article 3.0 XML schema (see Figure 2). Further, there is support for additional scholarly genres such as books, proceedings, and even online courses (a recent request). It should be mentioned here that some of these other forms of documents are still in the experimental stages such as digitizing books. In addition, there is continued support for other XML input/output formats to ensure preservation and interoperability such as with the Open Archives Initiative (OAI), Google Scholar, and indexing databases.

Figure 2: The new Erudit support system (image created by Pam Gill)

Figure 2: The new Erudit support system (image created by Pam Gill)

(4) Benefits

To conclude his presentation on Erudit, Mr. Boucher explained the advantages of incorporating such a system by mentioning particular benefits of interest:

  • Purely Java-based
  • User-friendly because they have a universal set of tools inside the applications which makes it easier for the support technicians to troubleshoot and work with
  • Supports plug-ins and extensions
  • All scholarly genres are supported
  • The process is simpler to follow
  • An increase in the quality of data is noted
  • The decrease in production time is evident
  • There is less software involved

Mr. Martin Boucher hinted that the beta version of Erudit was to release in Fall 2009.

Questions from the audience asked at Mr. Boucher’s session:

  1. Question: For the open access subscription of readership which consists of a vast collection, are statistics being collected? Answer: Not sure.
  2. Question: Will the beta version of the publishing platform be released to everyone for bug reporting, testing, or move internally? Answer: Not sure if there will be public access. But it is a good idea to try the beta platform.
  3. Question: Are you considering using the manuscript coverage for the Synergies launch? Answer: The new platform is creatively tight to what we are doing, and it is really close, with Synergies in mind.
  4. Question: In a production crisis, are journal editors with you until the end of the process? Answer: They are there at the beginning of the process. They give material, but we do our own quality assurance process and then we release to the journal, however it is our own control. Also, the editors cannot see the work in the process such as the metadata, thought we do exchange information by emails.
  5. Question: Has the provincial government been generous in funding? Answer: The journals had to publish in other platforms. There is a special grant for that. It is easier for us with that granting repository for pre-prints, documents or data section of the platforms which serve as an agent for them. Yet, Erudit is not considered by the government, although we are trying to get grants from the government. Currently to maintain the platform we only have money for basic management. In order to continue developing platforms (such as Synergy), to get support from the government is difficult.
  6. Question: How do the sales work for the two platforms? Answer: If you buy it, you will have all the content and access increases.
  7. Question: How is it passed to the publisher? Answer: The money goes to the journals, keep only a small amount for internal management since we are a non-profit society.
  8. Question: Could you describe the current workflow and time required to publish one article? Answer: It depends on the article. If we are publishing an article that has no fine grain XML tagging or it is text from a PDF, then it requires less time for us to get it out. It depends on the quality of the article and the associated graphics, tables, size etc. We publish an issue at a time. It takes say two days to get an article published.

Related Links

University of Montreal receives $14M  for innovation (news article)

Contact the University of Montreal or the University of Laval libraries for more information on Erudit.

References

Boucher, M. (2009). The new erudit publishing platform. PKP Scholarly Publishing Conference 2009. Retrieved 2009-07-09, from http://pkp.sfu.ca/ocs/pkp/index.php/pkp2009/pkp2009/paper/view/182

July 10, 2009   2 Comments