Learning OPS 3.4: A User Guide to Open Preprint Systems

<!DOCTYPE html> <html lang="en-US"> <title>Learning OPS 3.4: A User Guide to Open Preprint Systems</title> <meta charset="UTF-8"> <meta name="viewport" content="width=device-width, initial-scale=1.0"> <meta property="og:title" content="Learning OPS 3.4: A User Guide to Open Preprint Systems" /> <meta property="og:site_name" content="PKP Docs"> <meta name="description" content="A guide for how to use Open Preprint Systems (OPS)"> <meta property="og:description" content="A guide for how to use Open Preprint Systems (OPS)"> <meta property="og:url" content="http://localhost:4000/learning-ops/en/"> <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 = '501b4c7d77765466a'; 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-ops/3.3/" class="version">3.3</a> <a href="/learning-ops/3.2/" class="version">3.2</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-ops/en/README.md"> Edit this page </a> or <a href="https://pkp.sfu.ca/documentation-feedback/"> make a suggestion </a> </div> <h1 id="learning-ops-34-a-user-guide-to-open-preprint-systems"> Learning OPS 3.4: A User Guide to Open Preprint Systems </h1> <p>Learning OPS 3 is a guide for how to use Open Preprint Systems (OPS), an open source application for managing the posting of preprint research papers. This guide is for Server Managers and Moderators and explains how to set up a preprint server, develop policies and workflows, moderate and post preprints, and display them on your server website.</p> <p>This guide can be used alongside <a href="/learning-ojs/">Learning OJS 3</a>, which has information about how to use OPS that is common to both OPS and Open Journal Systems (OJS) – a similar open source software application for publishing scholarly journals.</p> <hr> <p>Copyright: Simon Fraser University holds the copyright for work produced by the Public Knowledge Project and has placed its documentation under a <a href="https://creativecommons.org/licenses/by/4.0/">Creative Commons Attribution 4.0 International License</a>.</p> <p><a href="https://creativecommons.org/licenses/by/4.0/"><img src="https://licensebuttons.net/l/by/4.0/88x31.png" alt="Creative Commons Attribution 4.0 International" title="Creative Commons Attribution 4.0 International" /></a></p> <div class="book__footer"> <div class="book__improve"> <a href="https://github.com/pkp/pkp-docs/edit/main/learning-ops/en/README.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-ops">About OPS</a> <ul> <li><a href="./about-ops#ops-features">OPS Features</a></li> <li><a href="./about-ops#install-and-upgrade">Install and Upgrade</a></li> <li><a href="./about-ops#whats-new-in-this-version-of-ops">What’s New in This Version of OPS</a></li> <li><a href="./about-ops#ops-uses">OPS Uses</a></li> <li><a href="./about-ops#terminology">Terminology</a></li> <li><a href="./about-ops#support-and-community-resources">Support and Community Resources</a></li> </ul> </li> <li><a href="./policies-workflows">Developing Policies and Workflows</a> <ul> <li><a href="./policies-workflows#theme-or-discipline">Theme or Discipline</a></li> <li><a href="./policies-workflows#submission">Submission</a></li> <li><a href="./policies-workflows#moderation">Moderation</a></li> <li><a href="./policies-workflows#revision-withdrawal-and-removal">Revision, withdrawal, and removal</a></li> <li><a href="./policies-workflows#data">Data</a></li> <li><a href="./policies-workflows#communicate-your-policies">Communicate your policies</a></li> </ul> </li> <li><a href="./users-roles">Users and Roles</a> <ul> <li><a href="./users-roles#preprint-server-manager">Preprint Server Manager</a></li> <li><a href="./users-roles#moderator">Moderator</a></li> <li><a href="./users-roles#author">Author</a></li> <li><a href="./users-roles#reader">Reader</a></li> <li><a href="./users-roles#permission-to-edit-metadata">Permission to Edit Metadata</a></li> </ul> </li> <li><a href="./setup">Setting Up and Maintaining Your Server</a> <ul> <li><a href="./setup#server-settings">Server Settings</a></li> <li><a href="./setup#website-settings">Website Settings</a></li> <li><a href="./setup#workflow-settings">Workflow Settings</a></li> <li><a href="./setup#distribution-settings">Distribution Settings</a></li> </ul> </li> <li><a href="./editorial-workflow">Editorial Workflow</a> <ul> <li><a href="./editorial-workflow#submissions-dashboard">Submissions Dashboard</a></li> <li><a href="./editorial-workflow#making-a-submission">Making a Submission</a></li> <li><a href="./editorial-workflow#moderation-and-production">Moderation and Production</a></li> <li><a href="./editorial-workflow#publication">Publication</a></li> <li><a href="./editorial-workflow#publishing-new-versions">Publishing New Versions</a></li> </ul> </li> <li><a href="./statistics">Statistics</a> <ul> <li><a href="./statistics#preprints">Preprints</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="./content-discovery">Content Discovery</a> <ul> <li><a href="./content-discovery#home-page">Home Page</a></li> <li><a href="./content-discovery#publishing-mode">Publishing Mode</a></li> <li><a href="./content-discovery#plugins">Plugins</a></li> </ul> </li> </ul> </div> <div class="book__backToHub"> <span class="fa fa-long-arrow-alt-left" aria-hidden="true"></span> <p>Back to <a href="/">all documentation</a>.</p> </div> <div class="book__spacer"></div> </div> </div> <div class="book__footerWrapper"> <div class="siteFooter"> <nav class="siteFooter__container"> <div class="siteFooter__top"> <div class="siteFooter__nav"> <div class="siteFooter__navHeader"> Contact Us </div> <p>Have a question or suggestion about PKP’s documentation and user guides? 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Learning OPS 3.4: A User Guide to Open Preprint Systems