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Pilot process (proposed)

Pilot Kickoff - Meeting on March 12

Testing of sandbox JRWG website. March 12-April 26.
  • Test the sandbox site. Look for issues related to content migration (is all your content there?) and functionality (can you do everything you need to do?)
  • Explore theme customization possibilities and provide feedback to TDL on ease/difficulty of updating the theme.
  • Report issues and feedback via the TDL Helpdesk (support@tdl.org)
Pilot review meeting (week of April 22)
  • Discuss issues raised by and outcomes of the pilot.
  • Provide verbal feedback to TDL
  • Confirm whether to proceed with upgrade and determine timeline.
Late April/early May - Proceed with "real" upgrade to your live site.

Please note:

  • Changes you make in the sandbox site will not be permanent. This site will be wiped out at the end of the pilot period.
  • If you determine earlier in the timeline that you would like to proceed with upgrade, notify us via the helpdesk. We will likely be able to move forward the upgrade.

Journal Sites

About the sandbox site

  • The sandbox site is an almost exact replica of your live journal site, except in OJS version 3.
    • Same content (issues, articles, policies)
    • Same users
    • Same metrics/reports
    • Same plugins (question)
  • Differences from your live site
    • Different software version (obviously)
    • Different URL
    • NO EMAIL (i.e. if you perform tasks that would normally trigger an email to a user, that email will note be sent.)
    • Added "Sandbox" to the journal name
    • Many theme customizations (banner image, e.g.) are stripped out with the upgrade. 
    • We have added Laura Waugh (scholarly communications librarian at Texas State) as a Journal Manager and Editor in the sandbox site.
    • This site is not permanent. Anything you add or change will be wiped out at the end of the pilot period.



OJS 3 Resources

Tutorials from PKP School (free with Wordpress login):

User guides and documentation:

  • Learning OJS 3.1: A Visual Guide to Open Journal Systems -- a concise textual guide with plenty of screenshots, covering OJS website set up and administration, editorial workflow management, and site statistics import & export
  • PKP documentation website -- an all-inclusive guide website for journal publishers and OJS system administrators, periodically updated by information professionals, latest updates including Crossref and DOIs Guide and EU General Data Protection Regulation Guide
  • PKP Community Forum - questions and troubleshooting forum for all OJS users, facilitating keyword searching across the site
  • GDPR Guide for OJS users

Contact Texas Digital Library

  • With technical issues and questions contact the TDL staff at support@tdl.org. 


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