The California Digital Library and the Public Knowledge Project Transformative models of coordinated development and sustainability in scholarly publishing CNI Spring 2012 Catherine A. Mitchell, Ph.D., California Digital Library Lisa Schiff, Ph.D., California Digital Library Brian Owen, Simon Fraser University

Journal Publishing in the Library

• • Robust Need/Desire for Alt Publishing Models Disciplinary distinctions – shared values • • • In tension with: Persistent challenges to authority/authenticity of OA journals Limited technical capacity to support new modes of publishing Limited support capacity for new journals

The Making of a Partnership

• • • • CDL’s reconception of IR roles and technology Desire to extend capacity by hooking into larger community of practice and technical expertise Commitment to Open Source technology where feasible Recognition of sustainability planning as the next frontier

eScholarship and OJS

• • • • • OJS customization for eScholarship journals PKP partnership effect on future development for eScholarship Back to the code – which enhancements will be returned to the OJS community?

PKP development partnership program and future directions for OJS and other PKP scholarly communication services How this work engages with new practices and opportunities within the scholarly publishing environment

Customizing Open Journals System (OJS) for eScholarship journals

How to transition 45+ journals to a new publishing platform (OJS) • • • • Modify, but don’t break workflows Maintain reasonable customizations and individuation Provide an independent, private sphere of work for each journal Ensure a stable, scalable service for existing journals and extend capacity to meet growing demand

Customer-Facing Strategies

• • • • Advance work: crosswalk “old” tasks and workflows from one system to another Lightweight “look and feel” modifications: a more streamlined and intuitive UI • Relabel and reorder certain tasks • Eliminate some options Identification of significant gaps/differences between systems Support system development • Training webinars, documentation, traditional one-on-one customer support

Backend Strategies

• • One OJS instance for all journals • Reduces maintenance efforts • Simplifies the customization task Journal separation modifications • • Ensure editors, reviewers and authors see only their own journals Reviewer lists are invisible across journals • Support customized messages to various authors/reviewers/editors at different points • Check for existing user accounts as part of adding a new user

Backend Strategies (cont)

• • • • System-based PDF generation • More reliable support for blind reviews • Easier PDF based publishing for those journal editors without PDF generation experience Automated publishing to eScholarship’s front end access system Eliminate links to native OJS display OJS user account system for entire platformm

Enhancements Underway

• • An extended set of metadata fields An inline tool for users to select terms from a controlled, hierarchical taxonomy • Metadata summaries presented to users upon completion of a submission

• • • • The PKP Partnership and eScholarship’s future Access to community based enhancements/solutions, e.g.

– Data publishing modules – New peer review mechanisms and methodologies Potential solutions to growing requests from UC researchers – Conference support -- Open Conference Systems (OCS) – Monograph publishing -- Open Monograph Press (OMP) – Non-PDF-based publishing support Exponentially increased collaboration possibilities for tackling emerging publishing and repository needs Opportunities to integrated valuable CDL technologies into a widely used platform (e.g. EZID)

PKP Growth

Open Monograph Press

PKP Sustainability

• • • No major grant funding after Mar.31, 2012 New financial strategy: • Flip grant funding to 20/80 • Expand hosting and related services • Support from community: sponsors and partners Significance of Development Partners like CDL • Software development • General PKP support • Governance • Strategic

PKP Software Development

• • • Cultivating an open source development community Partner attributes: technical expertise & scale CDL Contributions: • • Single OJS instance enhancements Plugins, e.g. PDF Converter • User Interface review & usability testing

Some Challenges

• • • • Multiple development teams Virtual collaboration Development practices: coding, review & integration, testing, documentation, release Local vs. community priorities

General PKP Support

• • • • Support forum Testing and documenting new releases Training materials Workshops

PKP Governance

• • • • Transition from a “project” to ?

Implementing & maintaining sustainability Engagement with PKP community: • • March 2012: 139 countries Top 5: US (29%); Brazil (17%); Indonesia (6%); Spain (5%); Turkey (4%) Advisory, Technical, Members

Strategic / The Future

• • • “Rust never sleeps” Interoperability New Development Areas: • • Open, dynamic publishing platform Social networking integration & content enrichment • Indexing & discovery facilitation • Research data integration & generation

PKP Development Partnership

• • • • • Collaboration Sustainability Repatriation Aggregation Competition