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Open Journal Systems (OJS) is an open-source software for managing and publishing scholarly journals. It is a comprehensive system that provides various features, such as article submission, review, editing, and publishing. If you are a journal editor or publisher with more than one journal on Open Journal Systems (OJS), you may want to merge them into a single platform. Merging journals into a single Open Journal Systems (OJS) installation has several advantages, such as reducing maintenance costs, improving user experience, and increasing efficiency. This article will guide you through merging a journal with another Open Journal System (OJS).

Steps to Merge Journals on a single Open Journal System (OJS):

Step 1: Back up your data

Before merging your journals, it is essential to back up your data to prevent data loss. You should back up all the data related to your journal, such as articles, issues, submissions, reviews, and user accounts.

To back up your data, go to your Open Journal System (OJS) administration dashboard, and click “Tools” in the left-hand side menu. Then, select “Backup” from the drop-down menu. Select all the options related to your data on the backup page and click on the “Backup” button. Your data will be downloaded as a compressed file in the “public” folder of your Open Journal System (OJS) installation. Make sure to keep this file safe and secure.

Step 2: Install the new OJS

To merge a journal to another Open Journal System (OJS), you need to install a new OJS platform where you will merge your journals. You can install OJS on the same server as your existing OJS or on a different server.

You can download the latest version of Open Journal Systems (OJS) from the official website (https://pkp.sfu.ca/ojs/). Once you have downloaded the installation package, extract it to a folder on your server. Then, create a new database for the new Open Journal Systems (OJS) and configure the Open Journal Systems (OJS) installation by following the installation instructions.

Step 3: Export your data

The next step is to export your data from your existing OJS installation. To export your data, log in to your OJS administration dashboard and click “Tools” in the left-hand side menu. Then, select “Import/Export” from the drop-down menu. On the Import/Export page, select the “Native XML Plugin” and click on the “Export” button. This will export all your journal data in a single XML file. Save this file to a safe location on your computer.

Step 4: Import your data

After exporting your data, the next step is to import your data into the new OJS installation. To import your data, log in to your new OJS administration dashboard and click “Tools” in the left-hand side menu. Then, select “Import/Export” from the drop-down menu. On the Import/Export page, select the “Native XML Plugin” and click on the “Import” button.

This will open the import page where you can upload the XML file you exported from your existing OJS installation. Once you have uploaded the file, click the “Import” button to start the import process. This may take some time, depending on the size of your data. Once the import is complete, you should see all your journal data in the new OJS installation.

Step 5: Merge your journals

Now that you have your data in the new OJS installation merging your journals is next. To merge your journals, go to the “Journal Manager” page in the new OJS administration dashboard. On this page, you should see all your journals listed. To merge your journals, select the journal that you want to merge with another journal and click on the “Edit” button. On the “Edit Journal” page, go to the “Journal Information

Important: Merging journals into a single open journal system (OJS) must be carried out under expert supervision. We don’t take any responsibility for any mishap caused by the steps mentioned in this blog.

What care should be taken during the merging process?

Merging two journals hosted on different Open Journal Systems (OJS) into a single OJS installation requires careful planning and execution to avoid data loss and ensure a smooth transition. Here are some of the key considerations that you should keep in mind when merging two journals into a single OJS:

Check compatibility: Before merging two journals, ensure that the version of OJS used in both journals is compatible with the version of OJS used in the new OJS installation. While exporting/importing the data, you may face issues if the versions are incompatible. Check the compatibility by referring to the OJS documentation or consulting with the OJS support team.
Plan the merging process: Plan the process carefully to ensure you do not lose any important data. Create a detailed plan that outlines the steps involved in the merging process and assign responsibilities to the relevant team members. The plan should include steps for exporting and importing data and merging the data into a single OJS installation.
Back up all data: Before you start the merging process, it is essential to back up all the data related to your journals. Back up all articles, issues, submissions, reviews, user accounts, and other data related to your journals. This will ensure that you have a copy of all your data in case something goes wrong during the merging process.
Test the import process: Before you start importing the data, test the import process with a small sample of data to ensure that the process works correctly. This will help you identify any issues that may arise during the import process and take corrective action before you import all the data.
Verify the imported data: Once you have imported it, it is essential to verify the imported data to ensure it has been imported correctly. Check all the articles, issues, submissions, reviews, and user accounts to ensure they have been imported correctly. If you find any issues, resolve them before proceeding with the merging process.
Merge the data: Once you have verified the imported data, it is time to merge it into a single OJS installation. Merge the data according to your plan, ensuring all data is merged correctly. Depending on the amount of data you are merging, this may take some time.
Reconfigure the new OJS installation: After merging the data, you need to reconfigure the new OJS installation to reflect the merged data. Configure the settings of the new OJS installation to reflect the settings of the original journals, such as journal settings, email templates, and publication schedules.
Test the new OJS installation: Once you have reconfigured the new OJS installation, test it thoroughly to ensure it works correctly. Test all the features of the new OJS installation, such as article submission, review, and publishing, to ensure that they work as expected.

Merging two journals hosted on different Open Journal Systems (OJS) into a single OJS installation requires careful planning and execution to avoid data loss and ensure a smooth transition. By following the above-mentioned considerations, you can ensure that the merging process is executed correctly and that your new OJS installation works correctly.

Advantages of merging the journals to a single OJS

Merging two journals hosted on different Open Journal Systems (OJS) into a single OJS installation has several advantages. Here are some of the key advantages of merging two journals into a single OJS:

Increased efficiency: By merging two journals into a single OJS installation, you can increase your efficiency by streamlining your editorial and publishing processes. This can reduce the time and effort required to manage multiple journals on different OJS installations, leading to increased productivity and reduced administrative overhead.
Improved visibility: Merging two journals into a single OJS installation can help improve the visibility of your publications. By consolidating your journals into a single platform, you can attract more readers and increase your visibility in the academic community.
Improved quality control: You can improve your quality control processes by consolidating your journals into a single OJS installation. This can help ensure that all published content meets the highest quality standards, leading to a better reputation and higher impact.
Easier collaboration: Merging two journals into a single OJS installation can facilitate easier collaboration between editors, reviewers, and authors. This can help foster a more collaborative and supportive community of scholars, leading to increased engagement and a more vibrant academic community.
Cost savings: Consolidating your journals into a single OJS installation can help reduce costs associated with managing multiple journals on different OJS installations. This can include costs associated with hosting, maintenance, and technical support.
Better user experience: By consolidating your journals into a single OJS installation, you can improve the user experience for your readers, authors, and reviewers. This can help attract and retain users, leading to increased engagement and a more vibrant community of scholars.

Cost of merging journals into single Open Journal Systems (OJS)

As far as cost is concerned, I cannot pinpoint the figure; instead can guide you on the affecting factors. Such factors are as below:

The size and complexity of the journals,
The number of issues and articles to be merged,
The amount of customization required,
The expertise of the team handling the merging process.

If you are wondering about the direct technical cost ( these costs can vary widely depending on the specific needs of the project and the service provider chosen) factors, they could be as follows.

Web Hosting
Software Licensing
Technical Support
The Time and Resources required to plan and execute the merging process
Data Migration
Reconfiguration of settings and Customization
Testing and Quality Assurance
Retraining Staff and Users

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Conclusion

Merging journals into a single Open Journal System (OJS) installation can benefit journals and authors with a streamlined workflow, reduced costs, increased visibility, and access to a larger audience. It also enables cross-journal searching and browsing. However, the process is complex and requires careful planning and management. Ultimately, deciding to merge journals should be based on considering the benefits, challenges, and needs of the communities involved.

Welcome to this step-by-step guide on how to make custom OJS themes. OJS is a popular open-source platform used by many scholarly journals for managing their publications. While OJS offers a range of default themes, creating a custom theme can help give your journal a unique and professional look and better reflect your journal’s identity. This blog will also address the need for custom OJS themes in detail.

This guide will take you through creating custom OJS themes, starting with setting up your development environment, creating a basic theme, and customizing your theme to meet your journal’s specific needs.

By the end of this guide, you will understand the tools and techniques needed to create custom OJS themes. Moreover, you can create great OJS themes that provide a better user experience for your authors and readers.

Steps to create custom OJS themes

Creating a custom theme in Open Journal Systems can be a rewarding and worthwhile investment for any journal editor or publisher. With a little creativity and attention to detail, you can create a theme that looks great and enhances the user experience for your authors and readers. So why not see what you can create by following the below step?

Step 1: Create a new directory for your theme

The first step in creating custom OJS themes is to create a new directory for your theme.
This directory will contain all the files and assets that make up your theme.
Navigate to the plugins/themes directory of your OJS installation and create a new directory for your theme.
Give your theme directory a unique and descriptive name that reflects your journal’s identity.

Step 2: Create the necessary files

After creating your theme directory, you need to create the necessary files that make up your theme.
At a minimum, your theme should have index.php and style.css files.
The index.php file is the main file of your OJS themes, and it contains the HTML markup that defines the structure and layout of your journal pages.
You can use HTML and OJS template tags to create your theme’s layout.
OJS template tags are placeholders that get replaced with actual content when your journal pages are rendered. For example, the {$pageTitle} template tag replaces the current page’s title.
Here is an example index.php file that defines a simple two-column layout:

{extends file="layout.tpl"}

{block name="sidebar"}
       <div class="sidebar">{$sidebar}</div>
{/block}

{block name="content"}
       <div class="content">{$content}</div>
{/block}

In this example, we are extending the layout.tpl file, which is a default template file provided by OJS. We are defining two template blocks, “sidebar” and “content,” and using the {$sidebar} and {$content} template tags to render the sidebar and content of our journal pages.
The style.css file contains the CSS styles that control the appearance of your journal. CSS can change your journal’s fonts, colours, spacing, and other visual aspects.

body {
font-family: Arial, sans-serif;
background-color: #f1f1f1;
color: #333;
}

Step 3: Add your theme to OJS

Once you have created your OJS themes directory and files, you must add your theme to OJS.

Login to your OJS dashboard,
Navigate to the “Website” tab, and
Click on “Appearance.”
Find the “Installed Plugins” tab, click “Install a New Plugin,” and
Upload the zip file containing your theme files.

OJS will validate your plugin and extract the files to the appropriate location. Once the installation is complete, you should see your theme in the “Installed Plugins” tab.

Step 4: Activate your theme

After installing your theme, you must activate it to use it in your journal.
In the “Installed Plugins” tab, you should see your theme listed with an “Enable” button next to it. Click on the “Enable” button to activate your theme.
Once your theme is enabled, it will be used as the default theme for your journal.
You can customize your theme further by editing the index.php and style.css files and adding new template files.

Step 5: Customize your OJS themes

After activating your theme, you can customize it to make it unique and better reflect your journal’s identity. Here are some tips for customizing your theme:

Add a custom logo and favicon: You can replace the default OJS logo and favicon with your custom logo and favicon. To do this, replace the public/favicon.ico and public/images/ojs_logo.png files with the files in your theme directory.
Change the colour scheme: You can change the colours used in your theme by editing the style.css file. Look for the CSS rules that set the colours for various elements, such as the background, font, link, etc. You can use a tool like Color Hunt or Adobe Color to find a colour scheme that works well for your journal.
Modify the layout: You can modify the layout of your theme by editing the index.php file. You can add or remove template blocks, rearrange the position of blocks, or change the HTML markup to create a custom layout that meets your journal’s needs.
Add custom fonts: You can add custom fonts to your theme by including the font files in your theme directory and referencing them in the style.css file using the @font-face rule. You can use Google Fonts to find free, easy-to-use web fonts that work well with your theme.
Add custom images and icons: You can add them to your theme to make it more visually appealing. You can use free icon sets like Font Awesome or Ionicons or create your icons using Adobe Illustrator or Inkscape.
Create custom templates: You can create custom templates to override the default templates provided by OJS. For example, you can create a custom template for the homepage, the article page, or the author page and customize the layout and content of these pages to better meet your journal’s needs.
Test your theme: After making changes to your theme, it’s important to test it to ensure everything looks and works as expected. You can use the preview feature in the OJS dashboard to preview your theme on various pages and devices or use a tool like BrowserStack to test your theme on different browsers and operating systems.

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Why are custom OJS themes important?

OJS offers a range of default themes, and customizing the theme can be beneficial for several reasons, as stated below.

Branding: Customizing the theme allows the journal to create a unique brand identity. This helps in building recognition and trust among the readers and authors.
User experience: Customizing the theme can significantly improve the user experience. A well-designed theme can make the website easy to navigate, reducing users’ time to find what they want.
Functionality: Customizing the theme can add functionalities that may not be present in the default theme. This can improve the website’s capabilities and the user experience.
Personalization: A custom theme can allow the journal to personalize the website’s appearance and functionality. This can help create a more user-friendly environment that caters to the users’ needs.
Compatibility: Customizing the theme can ensure compatibility with different devices, browsers, and operating systems. This can provide a seamless experience for users across different platforms.

Are Custom OJS themes safe?

Open Journal System (OJS) custom themes are generally safe if developed and installed properly. However, some potential risks associated with custom themes need to be considered, as stated below:

Security: Custom themes can introduce vulnerabilities that hackers could exploit, leading to security breaches. For instance, if the theme has not been developed properly, it could allow attackers to inject malicious code, leading to data breaches and other security issues.
Compatibility: If the custom theme has not been tested thoroughly, it could cause compatibility issues with different devices, browsers, and operating systems, leading to a poor user experience.
Frequent Upgrade: It is also recommended to regularly update the theme to fix any potential vulnerabilities and ensure compatibility with the latest version of the OJS platform.

Ensuring the custom theme is developed by a reputable developer who follows best practices is essential to mitigate discussed risks.

Conclusion

Creating a custom theme in Open Journal Systems can be a great way to give your journal a professional and unique look. By following the steps outlined in this blog, you can create a visually appealing and user-friendly theme that reflects the identity of your journal. Customizing your theme can help you stand out in a crowded field of scholarly journals and provide a more engaging experience for authors and readers.

With the customization options available in OJS, you can change everything from the colour scheme and layout to the fonts and images used in your theme. Creating custom templates can also give you greater control over the appearance and functionality of your journal. By testing your theme on various devices and browsers, you can ensure it looks and works as expected for all users.