OJS allows you to restrict some or all of your content to subscribers. To enable Subscriptions, first go to Settings > Distribution > Access.
Fill in details about your subscription policies on this page.
The next step in setting up subscription management is to designate the types of subscriptions the journal offers.
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).
Select Create New Subscription Type to add a new one.
This PKP School video explains how to set up different payment types in your journal. To watch other videos in this series, visit PKP’s YouTube channel.
If you haven’t already done so, go to Settings > Distribution > Payments and set the appropriate currency and payment method (e.g., PayPal).
Use this page to set the amounts charged for various types of fees.
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.
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 Settings > Distribution > Payments.
Authors will be required to login to the journal before being directed to PayPal to process payment.
If you want to charge fees to access individual articles and issues, you can enter the prices for articles and issues here.
You can apply the fees to PDF files only by checking off “Only Restrict Access to PDF version of issues and articles”.
Note that in order to sell access to an issue, you will need to upload an issue galley.
Use this to charge other fees, such as memberships.
As various payments are received, they will be listed under this tab.
Only payments made through PayPal will be recorded here.
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.
All types of individual subscriptions will appear here.
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 the User Accounts chapter). Once that is done, you can search for the account here, and apply the different configurations.
Subscription Type: Select the appropriate type for this new subscriber (e.g., Student) and its status (e.g., Active).
Subscription Types were configured earlier in this chapter.
Date: Set the start and end dates for this subscription.
Membership: If the subscriber is associated with any relevant memberships, add that information here (optional).
Reference Number: If the subscribe is associated with any relevant reference number (such as an invoice number for payment), add that information here (optional).
Notes: If you have any relevant notes to add, record that information here (optional).
All types of institutional subscriptions will appear here.
Institutional subscriptions are managed similarly to individual subscriptions, but are used for libraries, research institutes, and other organizes that subscribe to your journal.
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 the User Accounts chapter). Once that is done, you can search for the account here, and apply the different configurations.
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.
These manual subscriptions will also be recorded in the Payment > Individual or Institutional tab. The example below shows a test subscription.
From here the subscription manager can update the status as needed based on your workflow.
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.
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.
If you would like to set certain articles as Open Access, this can be done by going to Issues 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.
Under the Table of Contents, check off the articles that will be set as Open Access.
