Module 9: Setup Step 4

Review Activity



In this section you will learn about the fourth of the five journal setup steps, which includes information about managing the journal.

This will include important decisions, such as whether the journal is open access or requires subscriptions, what the publication schedule will be (annual, quarterly, etc.), and staffing arrangements. These decisions will effect the workflow of the software and enable or disable certain features depending on your choices.





Please read the section on Step 4 in the OJS User Guide.

Here is are some examples of completely open access journals using OJS: Co-Action Journals

Archivaria is a journal with delayed open access — notice how you can freely visit the back issues, but the current issue requires a subscription (except for editorials, which are also open).

Jazz Research Journal is an example of the full subscription model, with only the editorials being freely available.

In addition to these common economic models, OJS can also allow you to restrict access to users with free Reader accounts. There is no charge for accessing the articles, but it does require that readers have an account. This has the benefit of allowing the journal to have information about all of its readers, but also has the disadvantage of potentionally annoying or even turning away possible new readers.

You can see this in action by selecting the PDF link for Paideusis — where you will receive a page asking you to login or to create a free account.

While on the Paideusis site, if you return to their home page, you will also notice that they are using the OJS Announcement feature to post news items.



For this activity, login to your journal, and select your role as a Journal Manager again.

Return to the Setup section, and go to Step 4. Proceed through the different fields, adding some information to each field.

Here is an example of Announcements:

For the purposes of your course journal, select these options:

4.1 Access and Security Settings
– choose “The journal will provide open access to its contents”
– Under “Additional Site and Article Access Restrictions”, do NOT check either box
– Under “User Registration”, check Readers, Authors, and Reviewers

4.5 Copyeditors

– choose “Copyediting will be undertaken by an Editor or Section Editor assigned to the submission”

4.6 Layout Editors
– choose “An Editor or Section Editor assigned to the submission will prepare the HTML, PDF, etc., files”

4.7 Proofreaders
– choose “An Editor or Section Editor assigned to the submission will check the galleys”

Save once you’ve finished.


Review Activity

You’ve just received an email from your editor, informing you that the journal’s online ISSN has changed to 5973-8512. She would like you to update it in OJS. Go ahead and give it a try. If you can’t remember where to do it, review the OJS User Guide.



Did everything work in Step 4 as expected, or were there some surprises? Was there anything you didn’t understand? Please post your comments below.


10 Comments on "Module 9: Setup Step 4"

  1. Profile photo of Yola Yola says:

    Configuration is very easy open access.
    A tip for 4.3 IDENTIFICATION OF JOURNAL CONTENT, for new versions of OJS, not just enough to set the DOI in this part and is visible now must go:
    1.- home magazine
    2. as a manager, go to public identifier Modules
    3. Set the DOI to make this visible.

  2. Profile photo of Greg Chan Greg Chan says:

    Everything is in order so far. My biggest decision is to DOI or not to DOI? I see the value of it, especially to the authors and readers, but is this something that could be added down the road once the journal has proven itself?

    • The use of DOIs is becoming standard, and the cost isn’t too high for small journals ($275/yr and $1/article). DOAJ now highly recommends having DOIs — and requires them for granting their seal of approval. They are a good way to establish your credibility and differentiate yourself from the so-called “predatory journals” out there. That said, though, yes — you can definitely launch without and add later.

  3. Tip: Now that you ticked “Enable Journal Managers to add journal announcements.” in 4.4 Announcements, you can begin publish announcements, where?:

    1) Go to User Home
    2) Next select Journal Manager role
    3) In Management Pages you can see the new option Announcements”, click this option
    4) Now click in Create New Announcement
    5) Write something and Save
    6) That’s it! You can see the new announcement in the top menu Announcements

  4. I understood everything, in fact we can add tree roles in this step, if we change the option for copyeditors, layout editors and proofreaders, this roles will appear in the roles list of the journal management.

  5. Ines says:

    I have one question about step 4.3: Identification of Journal Content. If I want to use DOIs I would choose the first two options, is it correct? When should I choose also the third option (galleys)? It is not clear to me which are the implications of choosing one or another

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