Section outline

  • Collapse Expand

    Introduction

    Collapse all Expand all
    • Students must
      Mark as done

      Welcome!

      This course page provides an overview on training material that introduces technical standards in Diamond OA publishing. You may choose the topic of your interest from the menu on the left and browse through the collected material.
      All material is described in terms of content, the technical standard addressed, the creators, the year it was created and the mode of training in order to help you select the most suitable training material. The majority of the material is in English but we would be happy to highlight more multilingual resources (cf. Feedback and Content).

      This overview of training material on technical standards in Diamond OA publishing was created as part of the CRAFT-OA project in 2024 and is structured in accordance with the Reusable Curriculum for Upskilling Trainings (cf. the section below for more information).
    • Reusable curriculum for upskilling trainings [on Diamond OA standards and technologies] URL
      Students must
      Mark as done
      The material presented in this course is structured along the categories of the Reusable curriculum for upskilling trainings [on Diamond OA standards and technologies] that are divided into modules §5.1-§5.5. Additionally, overarching material is presented that does not correspond with one on the modules in particular.
      This image provides an overview of the modulare breakdown of the curriculum (Kupreyev et al., 2024, p.41).
      D2.2 visualitation of curriculum modules
  • Collapse Expand

    Publishing Systems (§5.1)

    • OA Journals Toolkit: Software and Technical Infrastructure URL
      Students must
      Mark as done
      The article from the 2023 OA Journals Toolkit created by DOAJ and OASPA discusses publishing software and possible integrations.
    • Webinar: Discovering journal publishing platforms URL
      Students must
      Mark as done
      This webinar by PublishOA.ie, co-led by the Royal Irish Academy and Trinity College Dublin, from July 2023 covers examples from the Coko Foundation (Kotahi), OpenEdition (Janeway) and the Public Knowledge Project's Open Journal Systems (PKP/OJS).
    • Checklist of good practices in using Open Journal Systems software (OJS) for journal editing and publishing URL
      Students must
      Mark as done
      Created in 2023 by Iryna Kuchma and Milica Ševkušić from EIFL, this checklist is aimed at OJS users. Of particular interest with regards to technical standards may be the sections about pugins and indexation in the DOAJ. Content accessibility and visibility are also addressed.
    • Finding the Right Platform: A Crosswalk of Academy-Owned and Open-Source Digital Publishing Platforms URL
      Students must
      Mark as done
      Created in 2023 by Cheryl E. Ball, Corinne Guimont and Matt Vaughn, this document provides an overview of selected publishing softwares and their features, including the topics “Hosting & Cost, Ingestion Options, Editorial Workflows, Interactivity, Archive & Preservation, Export Options, Discoverability, Accessibility”.
  • Collapse Expand

    Metadata I: quality through standards (§5.2)

    • What is metadata for publication and how is it used? Part 2: Metadata standards URL
      Students must
      Mark as done
      This material created by Karla Avanço in 2023 describes the fundamental principles of article metadata but with a focus on metadata standards more broadly and Dublin Core in particular.
    • Toolkit for Small & Scholar-Led OA Publishers. 11. Metadata management URL
      Students must
      Mark as done
      This section of the 2023 Toolkit for Small & Scholar-Led OA Publishers by the Open Book Collective presents possibilities for metadata management and underlines the advantages of high quality metadata.
    • OA Journals Toolkit. Article and journal metadata URL
      Students must
      Mark as done
      This article from the 2023 OA Journals Toolkit created by DOAJ and OASPA briefly introduces different metadata standards and typical examples of collected metadata.
    • Metadata quality For Publication: standards, practices, tools and actors URL
      Students must
      Mark as done
      These two documents were created by OPERAS/CO-OPERAS in 2022 and comprise the training material of two workshops organized jointly by CO-OPERAS, the OPERAS SIG on standards and FAIR principles and the OpenEdition Center. The trainings were proposed to OpenEdition's open access journal publishers who were newly integrated on OpenEdition's publishing platform. The workshop aimed at presenting them the basics of metadata quality, its purpose in the global research ecosystem, and the tools helping to manage publications' metadata.
  • Collapse Expand

    Metadata II: identifiers (§5.3)

    • Jupyter Notebook for depositing metadata in Crossref URL
      Students must
      Mark as done
      This jupyter notebook was created by IBL PAN in 2024 and includes a script to create xml files with metadata and upload them to the Crossref deposit page for registration of DOI numbers. It specifically addresses the lack of DOIs for historic issues of SSH journals.
    • JISC New University Press Toolkit. Dissemination URL
      Students must
      Mark as done
      The "Dissemination" section of the new University Press Toolkit created in 2021 by JISC includes short summaries on "creating metadata", "metadata formats" and "persistent identifiers".
    • OpenAIRE. How can indentifiers improve the dissemination of your research outputs? URL
      Students must
      Mark as done
      In this overview by OpenAIRE personal identifiers, such as ORCID, and their advantages are explained in a clear and concise way.
    • OA Journals Toolkit. Persistent Identifiers URL
      Students must
      Mark as done
      The article from the 2023 OA Journals Toolkit created by DOAJ and OASPA briefly outlines different types of persistent identifiers and their usefulness, especially DOIs.
  • Collapse Expand

    Metadata III: licensing, OA and self-archiving policy (§5.4)

    • open-access.network. Open Content Licence URL
      Students must
      Mark as done
      The webpage created as part of the open-access.network project gives an overview on common topics regarding licensing. Alongside an article, it also makes the topic accessible in short video explanations. Everything is available in English or in German.
    • OA Journals Toolkit. Copyright and Licencing URL
      Students must
      Mark as done
      In this article in the 2023 OA Journals Toolkit that was created by DOAJ and OASPA the issue of copyright and different licenses is explained in a brief and concise way on an introductory level.
    • Copyright and Creative Commons licensing in OJS journals URL
      Students must
      Mark as done
      In this video by PKP from 2024, common open licenses and what they mean for publishers and authors are introduced.
    • Open Content. Navigating Creative Commons Licenses URL
      Students must
      Mark as done
      The 2025 guide created by Till Kreutzer published by Wikimedia Germany and the German UNESCO Commission provides an extensive overview on open licenses and what they each entail.
  • Collapse Expand

    Content accessibility (§5.5)

    • Jupyter notebook automating of OJS publication processes URL
      Students must
      Mark as done
      This Jupyter notebook was created in 2024 by IBL PAN and includes a Python script to enable the automatic transfer of texts and their metadata to OJS instances.
    • Toolkit for Small and Scholar-led OA Publishers. 12. Dissemination and Discoverability URL
      Students must
      Mark as done
      This chapter of the toolkit first published by the Open Book Collective in 2023 also raises keypoints that can be transferred to OA journals.
    • Introduction: Getting Found, Staying Found, Increasing Impact: Enhancing Readership and Preserving Content for OJS Journals, Second Edition. URL
      Students must
      Mark as done
      With this documentation PKP provide extensive information on journal visibility and preservation fro OJS journals.
    • Toolkit for Small and Scholar-Led OA Publishers. 14. Marketing URL
      Students must
      Mark as done
      This chapter of the toolkit first published by the Open Book Collective in 2023 also raises keypoints that can be transferred to OA journals.
    • OAPEN. OA Books Toolkit. Dissemination & discoverability URL
      Students must
      Mark as done
      Although this toolkit for OA books by OAPEN, published in 2024, is not immediately directed at Diamond OA journals, the key issues can be transferred.
    • Increasing visibility and discoverability of scholarly publications with academic search engine optimization URL
      Students must
      Mark as done
      This research article from 2021 by Lisa Schilhan, Christian Kaier and Karin Lackner introduces ways for Academic Search Engine Optimization.
    • JISC New University Press Toolkit. Preservation URL
      Students must
      Mark as done
      The "Preservation" section of the new University Press Toolkit from 2021 by JiSC includes short summaries on reasons for preservation, possibilities for OA publishers and options for monographs (which are also useful for journals even if not aimed at them specifically).
    • JISC New University Press Toolkit. Using social media URL
      Students must
      Mark as done
      The "using social media" section of the 2021 New University Press Toolkit by JISC includes short summaries on defiinng the audience, making relevant messages, encouraging authors to self-promote, meassuring success; all information could feed into social media alterting services of a journal and point to issues to consider.
    • 'Good, Better, Best': Practices in Archiving & Preserving Open Access Monographs URL
      Students must
      Mark as done
      Produced as part of the COPIM project, this resource from 2023 has a focus on digital preservation of monographs. However, especially the introductions in chapter 1 and chapter 2 as well as the glossary-type explanations from p. 115 ff. proof to be of interest for the Diamond OA journals community too.
    • Toolkit for Small & Scholar-Led OA Publishers: 13. Archiving and Preservation URL
      Students must
      Mark as done
      As this is part of the Open Book Collective's 2023 Toolkit for Small and Scholar-Led OA Publishers, the focus is on archiving books. The concise explanations of archives like CLOCKSS/LOCKSS and file formats like XML/PDF/A are nevertheless a good ressource, particularly in the section "Key issues".
    • Digital Preservation Handbook URL
      Students must
      Mark as done
      This 2015 handbook by the Digital Preservation Coalition provides an overview on principles of digital preservation/long-term archiving.
    • JATS XML Converter Service Guidelines and Tutorial URL
      Students must
      Mark as done
      This 2024 video tutorial by SRCE explains how to use the JATS XML Converter Service by SRCE which allows for converting .docx files into JATS XML files.
    • OA Journals Toolkit. Structured content URL
      Students must
      Mark as done
      The article from the 2023 OA Journals Toolkit created by DOAJ and OASPA introduces the advantages and disadvantages of publishing content in an XML format.
  • Collapse Expand

    Overarching Material

    • OA Journals Toolkit URL
      Students must
      Mark as done
      Designed by DOAJ and OASPA in 2023 this toolkit is available as a website and in a PDF version that can be downloaded. It comprises short handbook-like entries for editorial and technical issues. Topics such as metadata, PIDs (especially DOIs) and publishing software are included in the toolkit.
    • Publishers Learning And Community Exchange (PLACE) URL
      Students must
      Mark as done
      This forum was launched by Crossref, DOAJ, COPE and OASPA in 2023. It is not dedicated exclusively to technical issues but there is a subpage on metadata addressing topics like DOIs and crossref. More topics may be added by users who seek exchange or support.
    • Guide to Plan S compliance in OJS URL
      Students must
      Mark as done
      In 2022 PKP hosted a webinar on compliance with Plan S in  OJS. The recording is available alongside more in-depth information in the PKP documentation under the link above.
    • Foster Open Science URL
      Students must
      Mark as done
      This large collection of material was created within the FOSTER project (H2020). It includes a variety of types of training ranging from slides to videos. Everything may be downloaded and reused.
  • Collapse Expand

    Additional material

  • Collapse Expand

    Feedback and Contact

    • Students must
      Mark as done
      Are you aware of suitable material that should be added? Please reach out to jorina.fenner@tib.eu.
      We are especially interested in featuring more multilingual material in this collection.