A Survey and Evaluation of A Survey and Evaluation of Open-Source Electronic Open-Source Electronic

Publishing SystemsPublishing Systems

Mark CyzykMark CyzykLibrary Digital Programs GroupLibrary Digital Programs Group

The Sheridan LibrariesThe Sheridan LibrariesJohns Hopkins UniversityJohns Hopkins University

Scan of the EnvironmentScan of the Environment

Article SystemArticle System

http://freshmeat.net/projects/artsys/http://freshmeat.net/projects/artsys/

BioMed CentralBioMed Central

http://www.biomedcentral.com/http://www.biomedcentral.com/

CDS Invenio (formerly CDSware)CDS Invenio (formerly CDSware)

CDS Software Consortium (CERN)CDS Software Consortium (CERN)

http://cdsware.cern.ch/invenio/index.htmlhttp://cdsware.cern.ch/invenio/index.html

ConnexionsConnexions

Rice UniversityRice University

http://cnx.org/http://cnx.org/

DiVADiVA

Electronic Publishing CentreElectronic Publishing Centre

Uppsala University LibraryUppsala University Library

Uppsala University, SwedenUppsala University, Sweden

http://www.diva-portal.se/http://www.diva-portal.se/

http://www.dlib.org/dlib/november03/muller/11muller.htmlhttp://www.dlib.org/dlib/november03/muller/11muller.html

DPubS (Digital Publishing System)DPubS (Digital Publishing System)

Cornell University Library,Cornell University Library,

in partnership within partnership with

Pennsylvania State University Libraries and PressPennsylvania State University Libraries and Press

http://dpubs.org/http://dpubs.org/

http://www.arl.org/newsltr/237/opensource.htmlhttp://www.arl.org/newsltr/237/opensource.html

http://projecteuclid.org/Dienst/UI/1.0/Homehttp://projecteuclid.org/Dienst/UI/1.0/Home

Editoral ExpressEditoral Express

University of MarylandUniversity of Maryland

http://gemini.econ.umd.edu/e-editor/http://gemini.econ.umd.edu/e-editor/

Fee-basedFee-based

EpressEpress

University of SurreyUniversity of Surrey

http://www.epress.ac.uk/http://www.epress.ac.uk/

Fee-basedFee-based

EprintsEprints

School of Electronics and Computer ScienceSchool of Electronics and Computer Science

University of SouthamptonUniversity of Southampton

http://www.eprints.org/http://www.eprints.org/

ePublishing ToolkitePublishing Toolkit

Living ReviewsLiving Reviews

https://dev.livingreviews.org/projects/epubtk/https://dev.livingreviews.org/projects/epubtk/

EspereEspere

UK Electronic Libraries ProgrammeUK Electronic Libraries Programme

http://www.espere.org/http://www.espere.org/

Free for consortium institutionsFree for consortium institutions

GAPworksGAPworks

German Research Foundation, DFGGerman Research Foundation, DFG

http://gapworks.berlios.de/http://gapworks.berlios.de/

HyperJournalHyperJournal

Net7 and University of Pisa, ItalyNet7 and University of Pisa, Italy

http://www.hjournal.org/http://www.hjournal.org/

http://sourceforge.net/projects/hyperjournal/http://sourceforge.net/projects/hyperjournal/

Journal Management SystemJournal Management System

Scholarly Publishing OfficeScholarly Publishing Office

University of MichiganUniversity of Michigan

http://spo.umdl.umich.edu/tools.htmlhttp://spo.umdl.umich.edu/tools.html

Open Journal SystemOpen Journal System

Public Knowledge Project, Public Knowledge Project,

University of British Columbia,University of British Columbia,

and Simon Fraser Universityand Simon Fraser University

http://pkp.sfu.ca/ojs/http://pkp.sfu.ca/ojs/

http://www.pkp.ubc.ca/OJS_Sheet.htmlhttp://www.pkp.ubc.ca/OJS_Sheet.html

http://pkp.sfu.ca/ojs/OJSinanHour.pdfhttp://pkp.sfu.ca/ojs/OJSinanHour.pdf

http://research2.csci.educ.ubc.ca/eprints/archive/http://research2.csci.educ.ubc.ca/eprints/archive/00000047/01/Library_Hi_Tech_DRAFT.pdf00000047/01/Library_Hi_Tech_DRAFT.pdf

OSPRey (Online Submission and Peer Review OSPRey (Online Submission and Peer Review system)system)

National Research Council of CanadaNational Research Council of Canada

http://pubs.nrc-cnrc.gc.ca/rp/rptemp/http://pubs.nrc-cnrc.gc.ca/rp/rptemp/rp2_news4_e.htmlrp2_news4_e.html

RoquadeRoquade

Utrecht UniversityUtrecht University

and Delft University of Technologyand Delft University of Technology

http://www.roquade.nl/http://www.roquade.nl/

http://www.library.uu.nl/staff/savenije/publicaties/http://www.library.uu.nl/staff/savenije/publicaties/

RoquadeProject.htmRoquadeProject.htm

SciX Open Publishing Services (SOPS)SciX Open Publishing Services (SOPS)

Scientific Information Exchange (SciX)Scientific Information Exchange (SciX)

http://www.scix.net/sops.htmhttp://www.scix.net/sops.htm

ScribusScribus

http://www.scribus.net/http://www.scribus.net/

Temple Peer Review ManagerTemple Peer Review Manager

Fox School of Business and ManagementFox School of Business and Management

Temple UniveristyTemple Univeristy

http://peerreview.temple.edu/http://peerreview.temple.edu/

TopazTopaz

http://www.topazproject.orghttp://www.topazproject.org

Valet for ETDsValet for ETDs

VTLS (Visionary Techology in Library Solutions)VTLS (Visionary Techology in Library Solutions)

http://www.vtls.com/Products/http://www.vtls.com/Products/

Top SevenTop Seven

DPubS (Digital Publishing System) (Cornell and DPubS (Digital Publishing System) (Cornell and Penn State) Penn State) GNU EPrints (University of Southampton) Hyperjournal (Net7 and University of Pisa)Open Journal System (University of British Columbia and Simon Fraser University)

Connexions/Rhaptos (Rice University)Connexions/Rhaptos (Rice University)DiVA (Digitala Vetenskapliga Arkivet) (Uppsala University)Topaz (The Topaz Project)

Broad Areas of EvaluationBroad Areas of Evaluation

Institutional affiliation and other indicators Institutional affiliation and other indicators of the viability of the open-source projectof the viability of the open-source project

Technical requirements, maintenance, scalability, and documented APIs

Submission, peer review management, and administrative functions

Access, formats, and electronic commerce functions

Institutional affiliation and other Institutional affiliation and other indicators of the viability of the indicators of the viability of the

open-source projectopen-source project

Name of systemName of systemCurrent version of systemCurrent version of systemTested version of systemTested version of systemURL of project homepageURL of project homepageInstitutional affiliationInstitutional affiliationAge of projectAge of projectNotes on long-term viability of projectNotes on long-term viability of projectDegree of deploymentDegree of deploymentType of open-source licenseType of open-source licenseLicensing notesLicensing notesOther documentation (Webliography)Other documentation (Webliography)

Technical requirements, Technical requirements, maintenance, scalability, and maintenance, scalability, and

documented APIsdocumented APIs

Local install or ASP?Local install or ASP?Operating system requirementsOperating system requirementsHardware requirementsHardware requirementsApplication server requirementsApplication server requirementsPrimary programming languagePrimary programming languageAuxiliary programming languageAuxiliary programming languageApplication frameworkApplication frameworkDatabase server requirementsDatabase server requirementsOther software requirementsOther software requirementsRequired skillsRequired skillsInternal backup and restore functionsInternal backup and restore functionsScalability: ApplicationScalability: ApplicationScalability: DataScalability: DataAPI: Batch ingestAPI: Batch ingestAPI: Batch ingest formatsAPI: Batch ingest formatsAPI: Batch exportAPI: Batch exportAPI: Batch export formatsAPI: Batch export formatsAPI: Support for JSR 170API: Support for JSR 170API: Support for OAI harvestingAPI: Support for OAI harvestingAPI: Support for eduSource API: Support for eduSource Communication Layer (ECL)Communication Layer (ECL)API: Support for other Web servicesAPI: Support for other Web servicesSecurity notesSecurity notes

Submission, peer review Submission, peer review management, and administrative management, and administrative

functionsfunctions

Support for multiple, discrete publicationsSupport for multiple, discrete publications

Multiple administrative rolesMultiple administrative roles

Administrative roles configurableAdministrative roles configurable

Submission into system initiated by Submission into system initiated by authorsauthors

Editorial workflow configurable per Editorial workflow configurable per publicationpublication

Automated email alerts to authorsAutomated email alerts to authors

Automated email alerts to editorsAutomated email alerts to editors

Automated email alerts to reviewersAutomated email alerts to reviewers

Stylesheets, customizable look and feel Stylesheets, customizable look and feel per publicationper publication

VersioningVersioning

ArchivingArchiving

Access, formats, and electronic Access, formats, and electronic commerce functionscommerce functions

Accessibility of systemAccessibility of system

Accessibility of document outputAccessibility of document output

Internationalization supportInternationalization support

Output in multiple document formatsOutput in multiple document formats

Document formats supportedDocument formats supported

Plug-in requirementsPlug-in requirements

Usability notesUsability notes

Citation linkingCitation linking

OpenURL resolverOpenURL resolver

RSS feedRSS feed

Digital rights managementDigital rights management

Full-text search and retrievalFull-text search and retrieval

Federated searchingFederated searching

Authentication mechanismsAuthentication mechanisms

Subscription servicesSubscription services

Electronic commerce functionsElectronic commerce functions

Context-sensitive Help supportContext-sensitive Help support

Three Worthy MentionsThree Worthy Mentions

Connexions/RhaptosConnexions/Rhaptos

DiVADiVA

TopazTopaz

DPubS (2.0)DPubS (2.0)

Strengths: Strengths: – Very well architectedVery well architected– Highly customizable – custom metadata schemas, UI Highly customizable – custom metadata schemas, UI

configurations, file formatsconfigurations, file formats– Provision of subscription servicesProvision of subscription services

Weaknesses:Weaknesses:– Difficult to installDifficult to install– Primitive Perl scripts for backend administrationPrimitive Perl scripts for backend administration– Incomplete documentationIncomplete documentation– Publications must be in final form. No modeling of Publications must be in final form. No modeling of

peer review process.peer review process.

GNU EPrintsGNU EPrints

StrengthsStrengths– Runs on multiple platforms, including WindowsRuns on multiple platforms, including Windows– Many features are customizable on a per publication Many features are customizable on a per publication

basisbasis– Easy, author-initiated submissionEasy, author-initiated submission– Large deployment and user communityLarge deployment and user community

WeaknessesWeaknesses– Installation and administration via command-line Perl Installation and administration via command-line Perl

scriptsscripts– Does not seek to model the peer review processDoes not seek to model the peer review process

HyperjournalHyperjournal

StrengthsStrengths– Visually appealing and user-friendly GUIVisually appealing and user-friendly GUI– RDF backend – “contextualization” features allow RDF backend – “contextualization” features allow

users to jump between relevant articlesusers to jump between relevant articles– Editorial workflow completely customizableEditorial workflow completely customizable– Administrative roles can be addedAdministrative roles can be added

WeaknessesWeaknesses– A challenge to installA challenge to install– No full text indexing engineNo full text indexing engine– Supports only a single publication per application Supports only a single publication per application

instanceinstance

Open Journal SystemOpen Journal System

StrengthsStrengths– Runs on multiple platforms/Web serversRuns on multiple platforms/Web servers– Easy to installEasy to install– Comprehensive and clear documentationComprehensive and clear documentation– Support for multiple, discrete publicationsSupport for multiple, discrete publications– Each publication is separately skinnableEach publication is separately skinnable– Highly extensible via a well-defined plug-in APIHighly extensible via a well-defined plug-in API– Large deployment and an active developer and user communityLarge deployment and an active developer and user community– Models the entire peer review processModels the entire peer review process– Well-thought-out administrative roles and default workflowWell-thought-out administrative roles and default workflow– Its selection of bibliographic “reading tools” is interestingIts selection of bibliographic “reading tools” is interesting

Open Journal SystemOpen Journal System

WeaknessesWeaknesses– Hard to think of any!Hard to think of any!– Add support for external authentication Add support for external authentication

service, e.g., CAS, Shibboleth?service, e.g., CAS, Shibboleth?– Add support for persistent storage in a Add support for persistent storage in a

repository?repository?

ConclusionsConclusions

(Personal Lessons Learned)(Personal Lessons Learned)

Platform independence should not be neglected.Platform independence should not be neglected.One inherits the flaws of external libraries and One inherits the flaws of external libraries and frameworks. Choose with care.frameworks. Choose with care.Installation procedures must be simple and Installation procedures must be simple and flawless.flawless.Don’t wake the SysAdmin: “Slap a GUI on that Don’t wake the SysAdmin: “Slap a GUI on that XML!” -- and push application administration out, XML!” -- and push application administration out, as much as possible, to select users.as much as possible, to select users.Documentation must be concise, complete, and Documentation must be concise, complete, and comprehensive. “I can’t guess what you’re comprehensive. “I can’t guess what you’re thinking.”thinking.”

Mark CyzykMark Cyzykmcyzyk@jhu.edumcyzyk@jhu.edu