Learning Open Journal Systems 3.4

<!DOCTYPE html> <html lang="en-US"> <title>Learning Open Journal Systems 3.4 - Subscriptions</title> <meta charset="UTF-8"> <meta name="viewport" content="width=device-width, initial-scale=1.0"> <meta property="og:title" content="Learning Open Journal Systems 3.4 - Subscriptions" /> <meta property="og:site_name" content="PKP Docs"> <meta property="og:url" content="https://docs.pkp.sfu.ca/learning-ojs/en/subscriptions.html"> <link type="text/css" href="/css/book.css" rel="stylesheet" media="all"> <script defer src="/assets/js/smooth-scroll.polyfills.min.js"></script> <script defer src="/assets/js/fontawesome.min.js"></script> <body class="body--withSidebar"> <div class="bookHeader"> <button id="sidebarControl" class="bookHeader__sidebarControl"> <span class="fa fa-bars" aria-hidden="true"></span> <span class="fa fa-times" aria-hidden="true"></span> <span class="-screenReader">Toggle Menu</span> </button> <a class="bookHeader__logo" href="/"> <img src="/img/logo-on-white.png" alt="PKP Docs" class="bookHeader__logoImage"> </a> <div class="bookHeaderTools"> <div class="search"> <style> div#___gcse_0 { display: inline-block; width: 400px; } </style> <script> (function() { var cx = '74ff67fd23b5b4a59'; var gcse = document.createElement('script'); gcse.type = 'text/javascript'; gcse.async = true; gcse.src = (document.location.protocol == 'https:' ? 'https:' : 'http:') + '//cse.google.com/cse.js?cx=' + cx; var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(gcse, s); })(); </script> <gcse:searchbox-only></gcse:searchbox-only> </div> <div class="versions"> <span class="version version--current">3.4</span> <a href="/learning-ojs/3.3/" class="version">3.3</a> <a href="/learning-ojs/3.2/" class="version">3.2</a> <a href="/learning-ojs/3.1/" class="version">3.1</a> </div> </div> </div> <div class="book"> <a href="#sidebar" class="-screenReader"> Jump to table of contents </a> <div class="book__page"> <div class="book__content"> <div class="book__improve"> <a href="https://github.com/pkp/pkp-docs/edit/main/learning-ojs/en/subscriptions.md"> Edit this page </a> or <a href="https://pkp.sfu.ca/documentation-feedback/"> make a suggestion </a> </div> <h1 id="subscriptions"> Subscriptions </h1> <div class="book_page_toc"> <h2>Table of Contents</h2> <ul> <li><a href="#subscription-policies">Subscription Policies</a></li> <li><a href="#subscription-types">Subscription Types</a></li> <li><a href="#payment-types">Payment Types</a> <ul> <li><a href="#author-fees">Author Fees</a></li> <li><a href="#reader-fees">Reader Fees</a></li> <li><a href="#general-fees">General Fees</a></li> </ul> </li> <li><a href="#payments">Payments</a></li> <li><a href="#individual-subscriptions">Individual Subscriptions</a></li> <li><a href="#institutional-subscriptions">Institutional Subscriptions</a></li> <li><a href="#payment-notifications">Payment Notifications</a> <ul> <li><a href="#manual-payment-notifications">Manual payment notifications</a></li> <li><a href="#paypal-payment-notifications">PayPal payment notifications</a></li> </ul> </li> <li><a href="#subscription-block">Subscription Block</a></li> <li><a href="#setting-articles-as-open-access">Setting Articles as Open Access</a></li> </ul> </div> <p>OJS allows you to restrict some or all of your content to subscribers. To enable Subscriptions, first go to <a href="/learning-ojs/en/settings-distribution.html">Settings > Distribution > Access</a>.</p> <h2 id="subscription-policies"> Subscription Policies <a href="#subscription-policies" class="book_heading_anchor" title="Link to Subscription Policies section">#</a> </h2> <p>Fill in details about your subscription policies on this page.</p> <p><img src="/learning-ojs/en/assets/learning-ojs3.3-jm-subscriptions-policies.png" alt="The Subscription policies tab in the Subscriptions menu." /></p> <ul> <li><strong>Subscription Manager</strong>: Add personal details for the responsible person.</li> <li><strong>Subscription Information</strong>: Add policy details to display on the journal website.</li> <li><strong>Subscription Expiry</strong>: Determine whether past subscribers should continue to have access to older content.</li> <li><strong>Subscription Expiry Reminder</strong>: Configure automated renewal reminders.</li> <li><strong>Online Payment Notifications</strong>: Keep the Subscription Manager informed of payment activities.</li> <li><strong>Open Access Options for Subscription Journals</strong>: If appropriate select the number of current months for restricting access. Older content will be automatically made open.</li> </ul> <h2 id="subscription-types"> Subscription Types <a href="#subscription-types" class="book_heading_anchor" title="Link to Subscription Types section">#</a> </h2> <p>The next step in setting up subscription management is to designate the types of subscriptions the journal offers.</p> <p><img src="/learning-ojs/en/assets/learning-ojs3.3-jm-subscriptions-types.png" alt="The Subscription Types tab in the Subscriptions menu" /></p> <p>Journals typically offer individual subscription and institutional subscription rates. Some journals may have special offers for members of an organization or students. OJS will support the management of print and/or online subscriptions. More than one type of subscription can be created to cover longer periods of time (12 months, 36 months).</p> <p>Select <strong>Create New Subscription Type</strong> to add a new one.</p> <p><img src="/learning-ojs/en/assets/learning-ojs3.3-jm-subscriptions-types-create.png" alt="The Create New Subscription Type window." /></p> <ul> <li><strong>Name of Type</strong>: Give this new subscription type a unique name (e.g., Student).</li> <li><strong>Description</strong>: Provide a brief description that will appear on the website.</li> <li><strong>Cost</strong>: Select the currency type and amount.</li> <li><strong>Format</strong>: Choose the appropriate format (e.g., Online).</li> <li><strong>Duration</strong>: Enter the number of months this type of subscription will cover (e.g., 12).</li> <li><strong>Subscriptions</strong>: Indicate whether this type covers individuals or institutions.</li> <li><strong>Options</strong>: Select the appropriate options (if any).</li> </ul> <h2 id="payment-types"> Payment Types <a href="#payment-types" class="book_heading_anchor" title="Link to Payment Types section">#</a> </h2> <iframe width="560" height="315" src="https://www.youtube.com/embed/9r0mRqtNVuU" title="Module 11: Distribution. Unit 3: Payments" class="youtube" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen=""></iframe> <p>This PKP School video explains how to set up different payment types in your journal. To watch other videos in this series, visit <a href="https://www.youtube.com/playlist?list=PLg358gdRUrDVTXpuGXiMgETgnIouWoWaY">PKP’s YouTube channel</a>.</p> <p>If you haven’t already done so, go to <a href="/learning-ojs/en/settings-distribution.html">Settings > Distribution > Payments</a> and set the appropriate currency and payment method (e.g., PayPal).</p> <p>Use this page to set the amounts charged for various types of fees.</p> <p><img src="/learning-ojs/en/assets/learning-ojs3.3-jm-subscriptions-paytypes.png" alt="The Payment Types tab in the Subscriptions menu." /></p> <h3 id="author-fees"> Author Fees <a href="#author-fees" class="book_heading_anchor" title="Link to Author Fees section">#</a> </h3> <p>If you want to charge an article processing charge (APC) to authors, enter the amount here. Enable Author Fees will allow you to request an article processing charge after the review process has been completed. When the article is accepted by the editor following Review, the editor will have the option to require payment. This will result in the author receiving a notification in OJS and an email, which will direct them through the payment process.</p> <p>Note that the option to notify authors about the Author Fee will appear only when the payment details (PayPal account details or manual PayPal instructions) have been completed in <a href="./settings-distribution#payments">Settings > Distribution > Payments</a>.</p> <p><img src="/learning-ojs/en/assets/learning-ojs3.3-jm-subscriptions-authorfees.png" alt="A sample notification to the author with the "Request publication fee" option enabled." /></p> <p>Authors will be required to login to the journal before being directed to PayPal to process payment.</p> <h3 id="reader-fees"> Reader Fees <a href="#reader-fees" class="book_heading_anchor" title="Link to Reader Fees section">#</a> </h3> <p>If you want to charge fees to access individual articles and issues, you can enter the prices for articles and issues here.</p> <p>You can apply the fees to PDF files only by checking off “Only Restrict Access to PDF version of issues and articles”.</p> <p>Note that in order to sell access to an issue, you will need to upload an issue galley.</p> <h3 id="general-fees"> General Fees <a href="#general-fees" class="book_heading_anchor" title="Link to General Fees section">#</a> </h3> <p>Use this to charge other fees, such as memberships.</p> <h2 id="payments"> Payments <a href="#payments" class="book_heading_anchor" title="Link to Payments section">#</a> </h2> <p>As various payments are received, they will be listed under this tab.</p> <p>Only payments made through PayPal will be recorded here.</p> <p>As of 3.3, a Payment tab has been added on the manuscript dashboard for Editors to record the payment status of Author fees. Manuscripts can only be schedule to an issue once the Author fee has been marked as Paid or Waived.</p> <p><img src="/learning-ojs/en/assets/learning-ojs3.3-jm-subscription-authorpublicationfee.png" alt="Author Fee Payment record tab." /></p> <h2 id="individual-subscriptions"> Individual Subscriptions <a href="#individual-subscriptions" class="book_heading_anchor" title="Link to Individual Subscriptions section">#</a> </h2> <p>All types of individual subscriptions will appear here.</p> <p><img src="/learning-ojs/en/assets/learning-ojs3.3-jm-subscriptions-indiv.png" alt="The Individual Subscriptions tab in the Subscriptions menu." /></p> <p>You can create a new individual subscription by using the Create New Subscription link. First, however, you will need to create a new account for that person under Users & Roles (see <a href="./user-accounts">the User Accounts chapter</a>). Once that is done, you can search for the account here, and apply the different configurations.</p> <p><img src="/learning-ojs/en/assets/learning-ojs3.3-jm-subscriptions-indiv-create.png" alt="The Create New Subscription window." /></p> <p><strong>Subscription Type</strong>: Select the appropriate type for this new subscriber (e.g., Student) and its status (e.g., Active).</p> <blockquote> <p>Subscription Types were configured earlier in this chapter.</p> </blockquote> <p><strong>Date</strong>: Set the start and end dates for this subscription.</p> <p><strong>Membership</strong>: If the subscriber is associated with any relevant memberships, add that information here (optional).</p> <p><strong>Reference Number</strong>: If the subscribe is associated with any relevant reference number (such as an invoice number for payment), add that information here (optional).</p> <p><strong>Notes</strong>: If you have any relevant notes to add, record that information here (optional).</p> <h2 id="institutional-subscriptions"> Institutional Subscriptions <a href="#institutional-subscriptions" class="book_heading_anchor" title="Link to Institutional Subscriptions section">#</a> </h2> <p>All types of institutional subscriptions will appear here.</p> <p><img src="/learning-ojs/en/assets/learning-ojs3.3-jm-subscriptions-instit.png" alt="The Institutional Subscriptions tab in the Subscriptions menu." /></p> <p>Institutional subscriptions are managed similarly to individual subscriptions, but are used for libraries, research institutes, and other organizes that subscribe to your journal.</p> <p>You can create a new institutional subscription by using the Create New Subscription link. First, however, you will need to create a new account for the institution’s contact person under Users & Roles (see <a href="./user-accounts">the User Accounts chapter</a>). Once that is done, you can search for the account here, and apply the different configurations.</p> <p><img src="/learning-ojs/en/assets/learning-ojs3.3-jm-subscriptions-instit-create.png" alt="The Create New Subscription window." /></p> <ul> <li><strong>Subscription Type</strong>: Select the appropriate type for this new subscriber (e.g., Library) and its status (e.g., Active). (Subscription Types were configured earlier in this chapter.)</li> <li><strong>Date</strong>: Set the start and end dates for this subscription.</li> <li><strong>Institution</strong>: Add the name of the institution for this subscription (e.g., Simon Fraser University Library).</li> <li><strong>Mailing Address</strong>: Add the address of the institution.</li> <li><strong>Domain</strong>: Readers coming from a computer with this domain will automatically receive access (e.g., sfu.ca). This will apply to on-campus users.</li> <li><strong>IP Ranges</strong>: The institution may provide you with IP ranges. Readers using a computer in this IP range will automatically receive access. Each IP range should be entered as a new line.</li> </ul> <p><img src="/learning-ojs/en/assets/learning-ojs3.3-jm-subscriptions-instit-IP.png" alt="The IP ranges field where IP ranges are entered." /></p> <ul> <li><strong>Notes</strong>: If you have any relevant notes to add, record that information here (optional).</li> </ul> <h2 id="payment-notifications"> Payment Notifications <a href="#payment-notifications" class="book_heading_anchor" title="Link to Payment Notifications section">#</a> </h2> <h3 id="manual-payment-notifications"> Manual payment notifications <a href="#manual-payment-notifications" class="book_heading_anchor" title="Link to Manual payment notifications section">#</a> </h3> <p>With a manual payment notification, once this information is filled out the subscription manager is notified via email that a manual payment has been made. Since the sandbox is restricted from sending emails any tests that you would do would not send an email as it normally does.</p> <p>These manual subscriptions will also be recorded in the Payment > Individual or Institutional tab. The example below shows a test subscription.</p> <p>From here the subscription manager can update the status as needed based on your workflow.</p> <p><img src="/learning-ojs/en/assets/learning-ojs3.3-subs-manual-notification.png" alt="A sample individual subscription with the "Awaiting Manual Payment" status." /></p> <h3 id="paypal-payment-notifications"> PayPal payment notifications <a href="#paypal-payment-notifications" class="book_heading_anchor" title="Link to PayPal payment notifications section">#</a> </h3> <p>When a payment has been processed through PayPal the account administrator for your PayPal account will receive notification of payment. The payment will also be recorded in the Payment tab in Payments > Payment.</p> <h2 id="subscription-block"> Subscription Block <a href="#subscription-block" class="book_heading_anchor" title="Link to Subscription Block section">#</a> </h2> <p>When a user is being provided access to a site or its content via a subscription, the information of the subscriber providing access can be displayed in the sidebar. The Subscription Block feature must be selected for display in Website Settings > Appearance > Sidebar Management.</p> <h2 id="setting-articles-as-open-access"> Setting Articles as Open Access <a href="#setting-articles-as-open-access" class="book_heading_anchor" title="Link to Setting Articles as Open Access section">#</a> </h2> <p>If you would like to set certain articles as Open Access, this can be done by going to <strong>Issues</strong> on the left menu. If you would like to set it before publishing the issue, click the Future tab followed by the blue arrow beside the Issue.</p> <p>Under the Table of Contents, check off the articles that will be set as Open Access.</p> <p><img src="/learning-ojs/en/assets/learning-ojs3.3-jm-subscriptions-single-article.png" alt="The Open Access checkbox located beside an article in the Table of Contents." /></p> <div class="book__footer"> <div class="book__improve"> <a href="https://github.com/pkp/pkp-docs/edit/main/learning-ojs/en/subscriptions.md"> Edit this page </a> or <a href="https://pkp.sfu.ca/documentation-feedback/"> make a suggestion </a> </div> </div> </div> </div> <div class="book__sidebarScreen"></div> <div id="sidebar" class="book__sidebar"> <div class="book__summary"> <h1 id="summary">Summary</h1> <ul> <li><a href=".">Preface</a></li> <li><a href="./about-ojs">About Open Journal Systems</a> <ul> <li><a href="./about-ojs#background">Background</a></li> <li><a href="./about-ojs#ojs-features">OJS Features</a></li> <li><a href="./about-ojs#install-and-upgrade">Install and Upgrade</a></li> <li><a href="./about-ojs#whats-new">What’s New in 3.4</a></li> <li><a href="./about-ojs#community-contributions">Community Contributions</a></li> <li><a href="./about-ojs#support">Support</a></li> </ul> </li> <li><a href="./site-administration">Site Administration</a> <ul> <li><a href="./site-administration#site-management">Site Management</a></li> <li><a href="./site-administration#administrative-functions">Administrative Functions</a></li> </ul> </li> <li><a href="./journal-setup">Journal Settings</a> <ul> <li><a href="./journal-setup#masthead">Masthead</a></li> <li><a href="./journal-setup#contact">Contact</a></li> <li><a href="./journal-setup#sections">Sections</a></li> <li><a href="./journal-setup#categories">Categories</a></li> </ul> </li> <li><a href="./settings-website">Website Settings</a> <ul> <li><a href="./settings-website#appearance">Appearance</a></li> <li><a href="./settings-website#setup-1">Setup</a></li> <li><a href="./settings-website#plugins">Plugins</a></li> <li><a href="./settings-website#static-pages">Static Pages</a></li> </ul> </li> <li><a href="./settings-workflow">Workflow Settings</a> <ul> <li><a href="./settings-workflow#submission">Submission</a></li> <li><a href="./settings-workflow#review">Review</a></li> <li><a href="./settings-workflow#publisher-library">Publisher Library</a></li> <li><a href="./settings-workflow#emails">Emails</a></li> </ul> </li> <li><a href="./settings-distribution">Distribution Settings</a> <ul> <li><a href="./settings-distribution#license">License</a></li> <li><a href="./settings-distribution#search-indexing">Search Indexing</a></li> <li><a href="./settings-distribution#payments">Payments</a></li> <li><a href="./settings-distribution#access">Access</a></li> <li><a href="./settings-distribution#archiving">Archiving</a></li> </ul> </li> <li><a href="./users-and-roles">Users and Roles</a> <ul> <li><a href="./users-and-roles#managing-users">Managing Users</a></li> <li><a href="./users-and-roles#permissions-and-roles">Permissions and Roles</a></li> <li><a href="./users-and-roles#site-access-options">Site Access Options</a></li> </ul> </li> <li><a href="./statistics">Statistics</a> <ul> <li><a href="./statistics#definitions">Definitions</a></li> <li><a href="./statistics#articles">Articles</a></li> <li><a href="./statistics#geographical-and-institutional-statistics">Geographical and Institutional Statistics</a></li> <li><a href="./statistics#editorial-activity">Editorial Activity</a></li> <li><a href="./statistics#users">Users</a></li> <li><a href="statistics#reports">Reports</a></li> </ul> </li> <li><a href="./tools">Tools</a> <ul> <li><a href="./tools#importexport">Import & Export</a></li> <li><a href="./tools#permissions">Permissions</a></li> </ul> </li> <li><a href="./subscriptions">Subscriptions</a> <ul> <li><a href="./subscriptions#subscription-policies">Subscription Policies</a></li> <li><a href="./subscriptions#subscription-types">Subscription Types</a></li> <li><a href="./subscriptions#payment-types">Payment Types</a></li> <li><a href="./subscriptions#payments">Payments</a></li> <li><a href="./subscriptions#individual-subscriptions">Individual Subscriptions</a></li> <li><a href="./subscriptions#institutional-subscriptions">Institutional Subscriptions</a></li> <li><a href="./subscriptions#payment-notifications">Payment Notifications</a></li> <li><a href="./subscriptions#subscription-block">Subscription Block</a></li> <li><a href="./subscriptions#setting-articles-as-open-access">Setting Articles as Open Access</a></li> </ul> </li> <li><a href="./user-accounts">User Account Management</a> <ul> <li><a href="./user-accounts#registering-with-a-journal">Registering with a Journal</a></li> <li><a href="./user-accounts#viewing-and-changing-your-profile">Viewing and Changing your Profile</a></li> <li><a href="./user-accounts#resetting-your-password">Resetting your Password</a></li> </ul> </li> <li><a href="./authoring">Authoring</a> <ul> <li><a href="./authoring#register">Registering with the Journal</a></li> <li><a href="./authoring#submit">Making a Submission</a></li> <li><a href="./authoring#edit">Editing Submission Information</a></li> <li><a href="./authoring#respond-review">Responding to Requests for Revision or Resubmission After a Review</a></li> <li><a href="./authoring#respond-copyediting-proofreading">Responding to a Copyediting or Proofreading Request</a></li> </ul> </li> <li><a href="./reviewing">Reviewing</a></li> <li><a href="./editorial-workflow">Editorial Workflow</a> <ul> <li><a href="./editorial-workflow#tasks">Tasks</a></li> <li><a href="./editorial-workflow#submission-notifications">Submission Notifications</a></li> <li><a href="./editorial-workflow#submission-dashboard">Submission Dashboard</a></li> <li><a href="./editorial-workflow#review">Review</a></li> <li><a href="./editorial-workflow#copyediting">Copyediting</a></li> </ul> </li> <li><a href="./production-publication">Production and Publication</a> <ul> <li><a href="./production-publication#publication-tabs">Publication Tabs</a></li> <li><a href="./production-publication#format-article-for-publication">Format Article for Publication</a></li> <li><a href="./production-publication#finalize-metadata">Finalize Metadata</a></li> <li><a href="./production-publication#create-issue">Create Issue</a></li> <li><a href="./production-publication#add-the-article-to-an-issue">Add the Article to an Issue</a></li> <li><a href="./production-publication#schedule-for-publication">Schedule for Publication</a></li> <li><a href="./production-publication#versioning-of-articles">Versioning of Articles</a></li> <li><a href="./production-publication#continuous-publishing--early-view">Continuous Publishing and Early View</a></li> </ul> </li> </ul> </div> <div class="book__backToHub"> <span class="fa 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