OA Publishing Tools

This page contains a list of open source tools, software, and platforms for scholar-led approaches to open access. This list is not exhaustive and has last been updated May 2019. Please edit this page directly to add tools or send us your suggestions.

Also find an additional open list of DIY OA Journal Publishing Platforms here (also lists non-open source platforms):

Also see the SComCat (Scholarly Communication Technology Catalogue) catalogue. SComCat comprises a catalogue (knowledge base) of scholarly communication open technologies where the term “technologies” is defined to include software and some essential running services.  https://www.scomcat.net/

And the Mind the Gap report: Mind the Gap: A Landscape Analysis of Open Source Publishing Tools and Platforms (1st ed. 2019). https://doi.org/10.21428/6bc8b38c.2e2f6c3f

The COPIM project has also started to collect lists of open source tools, software and platforms to publish experimental books and for reuse and interaction with open access books. You can find both these reports here:

Adema, Janneke, Mars, Marcell, & Steiner, Tobias. (2021). Books Contain Multitudes: Exploring Experimental Publishing (1.1). Zenodo. https://doi.org/10.5281/zenodo.4486645

Adema, Janneke, Moore, Samuel, & Steiner, Tobias. (2021). Promoting and Nurturing Interactions with Open Access Books: Strategies for Publishers and Authors (1.0). Zenodo. https://doi.org/10.5281/zenodo.5572413

All-In-One Platforms or services

Open Monograph Press


Open Monograph Press (OMP) is an open source software platform for managing the editorial workflow required to see monographs, edited volumes and, scholarly editions through internal and external review, editing, cataloguing, production, and publication. OMP can operate as a press website as well with catalog, distribution, and sales capacities.

OMP is an open source tool for managing and publishing monographs, edited volumes, and scholarly editions over the Web. It is a highly flexible editor-operated book management and publishing system that can be downloaded for free and installed on most web servers. It has been designed to reduce the time and energy devoted to the clerical and managerial tasks associated with publishing books, while improving the record-keeping and efficiency of editorial processes. It seeks to improve the scholarly and public quality of publishing through a number of innovations, and includes clear and intuitive workflows for every aspect of the manuscript submission, review, editing and production processes.

OMP includes a robust role management system, whereby Press Managers can control what kind of user can access a given workflow stage. A number of roles and associated permissions/access rights are already defined within OMP by default, but more can be made.

There are five levels of permissions/access that a role can have: Press Manager, Press Assistant, Series Editor, Reviewer, Author. Press Managers have access to everything in the press (all content and settings). Press Editors have access to all content within their series. Press Assistants have access to all monographs that they have been explicitly assigned by an editor. Reviewers can see and perform the reviews they have been assigned. Authors can see a limited amount of information about their own submissions. These are described in more detail below.You can assign any number of different roles to each workflow stage. Assigning a role to a workflow stage means that you will be able to include one or more persons with that role during that stage of the submission. For example, by default, the Marketing Coordinator is included in the editorial stage, the layout editor in the production stage, and the author in all stages. You can add/remove any number of roles within these categories.

Open Journal Systems


Open Journal Systems (OJS) is a journal management and publishing system that has been developed by the Public Knowledge Project through its federally funded efforts to expand and improve access to research.

OJS assists with every stage of the refereed publishing process, from submissions through to online publication and indexing. Through its management systems, its finely grained indexing of research, and the context it provides for research, OJS seeks to improve both the scholarly and public quality of refereed research. OJS is open source software made freely available to journals worldwide for the purpose of making open access publishing a viable option for more journals, as open access can increase a journal’s readership as well as its contribution to the public good on a global scale (see PKP Publications).

The software has a ‘plugin’ architecture, similar to other community-based projects such as WordPress, allowing new features to be easily integrated without the need to change the entire core code base.

OJS have been able to identify 8,286 journals using OJS for the management and/or publishing of their content for 2014, a very impressive figure when placed in the context of some of the world’s largest commercial providers of journals who typically have between two and three thousand journals in their portfolio.

CARPET review of OJS




Scalar is a free, open source authoring and publishing platform that’s designed to make it easy for authors to write long-form, born-digital scholarship online. Scalar enables users to assemble media from multiple sources and juxtapose them with their own writing in a variety of ways, with minimal technical expertise required.

More fundamentally, Scalar is a semantic web authoring tool that brings a considered balance between standardization and structural flexibility to all kinds of material. It includes a built-in reading interface as well as an API manithat enables Scalar content to be used to drive custom-designed applications. If you’re dealing with small to moderate amounts of structured content and need a lightweight platform that encourages improvisation with your data model, Scalar may be the right solution for you.

Scalar also gives authors tools to structure essay- and book-length works in ways that take advantage of the unique capabilities of digital writing, including nested, recursive, and non-linear formats. The platform also supports collaborative authoring and reader commentary. The ANVC’s partner presses and archives are now beginning to implement Scalar into their research and publishing workflows, and several projects leveraging the platform have been published already. Scalar is a project of the Alliance for Networking Visual Culture (ANVC) in association with Vectors and  IML, and with the support of the Andrew W. Mellon Foundation and the National Endowment for the Humanities.


VEGA – Academic Publishing System


Vega will provide publishers and authors with the means to produce high quality academic publications that make use of rich media, source data, video, and interactive experiences. Throughout the submission process Vega will offer flexible production and editorial workflows with real-time collaboration for authors, editors and reviewers. Vega will be completely customisable in structure and presentation in order to suit the needs of the individual publishers. In addition we will offer beautiful and pertinent default templates.

Vega will be available for publishers worldwide free of charge. The system will be offered as open source with a permissive license, which means that you can modify, extend and contribute to our code as long as you provide attribution back to us.

They are currently in early development. If you operate an open scholarly venue and would like to take part in shaping Vega, please get in touch!



Janeway is a journal platform designed for publishing scholarly research material. It is developed and maintained by the Centre for Technology and Publishing at Birkbeck, University of London.

Janeway” is a press and journal system designed for open-access publishing that is free to download, use, and modify.Janeway is available under the terms of the GNU AFFERO GENERAL PUBLIC LICENSE (Version 3, 19 November 2007).

Written in Django/Python from the ground up and still under active development, the software includes a submission system, a peer-review management workflow, Crossref DOI integration, OAI feeds, Open Journal Systems import mechanisms, an extensible plugin architecture, and much more. Janeway is licensed under the AGPL meaning that anyone is free to use and modify the software, so long as they make their changes similarly open (even if they modify the code in private and publicly host that instance). The software is lightweight and can run on shared hosting platforms that support WSGI, such as Reclaim Hosting.

Janeway is still under heavy development and they require testers and other users to report bugs. Basic installation instructions are available on the Wiki. Please direct all issues to the GitHub page of the project.



dokieli is a clientside editor for decentralised article publishing, annotations and social interactions.  dokieli articles and annotations are completely decentralised! This means that authors can publish where they choose, and we have no central servers to monitor or control your content or the interactions of your readers. Simply add the dokieli CSS and JavaScript to any HTML page to immediately add in-browser editing and annotations.

You can download the dependencies to work offline, or use them directly from dokie.li. Use in-browser local storage to save your changes or export to save to your harddrive, and to any Web server when you’re ready to share your article.dokieli is open source; developers can find the code at  github.com/linkeddata/dokieli. This is very much a work in progress, so contributions, issues, bug reports and feature requests are welcome.



The Collaborative Knowledge Foundation’s mission is to evolve how knowledge is created, produced and reported. CKF is building open source solutions in scholarly knowledge production that foster collaboration, integrity and speed. CKF envisions a new research communication ecosystem that gives rise to wholly unique channels for research output.

CKF was founded in October 2015 and is supported by the Shuttleworth and Gordon and Betty Moore Foundations.

Reimagining publishing for Coko means shifting to a collaborative webspace with a digital-first process that posits an HTML document at the center of a flexible set of tasks and action. The Coko community is building many tools including a sophisticated web editor and a flexible workflow engine that can be configured for many different content workflows and adjusted easily to fit changing process needs.

Coko Technology (i.e. PubSweet and INK): Coko is rapidly constructing an open source technology framework with separate components that can be assembled into different platforms and adopted by anyone seeking a research communication channel. Coko is building the tools for creating many different platforms.

Decoupling Architecture: Monolithic architectures are the dominant approach in the content management system (CMS) world. The Coko founders have experience with many monolithic publishing platforms and chose to configure the PubSweet and INK architecture as a decoupled set of components that work with one or more frameworks. A decoupled architecture creates “complex systems from simple, independent, reusable components”. (Constantine, Myers, Stevens). In the case of PubSweet, it means the user or organization can choose their desired components and link them together to meet their needs. With INK, users can easily build and customize recipes from modular, chainable steps, and add or build new steps as their needs arise.

Editoria, the book production platform Coko is building with the University of California Press, is getting close to a 1.0 release. Check out the latest blog post on the Editoria website for an overview of the system and the latest features: https://editoria.pub/2017/05/31/towards-editoria-1-0/. Editoria is written in JavaScript on top of PubSweet and using the Wax editor: https://gitlab.coko.foundation/editoria/editoria

xpub is Coko’s journal platform. Written in JavaScript on top of PubSweet and using the Wax editor. It can be found here: https://gitlab.coko.foundation/xpub/xpub

More on their technology here: https://coko.foundation/technology/

OpenEdition Books


OpenEdition Books is a web platform for books in the humanities and social sciences. More than half of them are available in Open Access. Additional services are available through subscribing libraries and institutions.

OpenEdition Books is now home to thousands of titles from 60 publishers in the humanities and social sciences. A total of 16,000 books will be published online by 2020. The platform aims to build an international library while encouraging publishers to develop Open Access in the long term. It is open to publications in all languages and from all fields of research in the humanities and social sciences.

Titles available from each publisher are displayed on the individual publisher’s page. Our referencing procedures ensure that titles enjoy maximum visibility on the web. PDFs and ePubs can be purchased by libraries and are on sale from digital bookstores.


https:// libero.pub

Libero Publishing Cloud provides customers with a low cost, secure, robust open suite of tools that take advantage of open standards to support scholarly content publishing and hosting. The Libero platform tools have been architected from the ground up to deliver an open access, continuous publication approach. This service enables publishers to deliver their journals taking advantage of the high standards of usability and design with greater control over the publishing process.

You can go straight to Github and download the technical documentation: https://github.com/elifesciences/elife-continuum-documentation.



In July 2004, the Cornell University Library, in partnership with the Pennsylvania State University Libraries and Press, initiated a project to develop an open-source electronic publishing platform designed to enable new models for scholarly communication and academic publishing. DPubS v.2 was first released under the open source Educational Community License in October, 2006.  Cornell and the Pennsylvania State University Libraries are continuing development of the DPubS system during 2008.

DPubS (Digital Publishing System) is an open-source software system designed to enable the organization, presentation, and delivery of scholarly journals, monographs, conference proceedings, and other common and evolving means of academic discourse. DPubS was conceived by Cornell University Library to aid colleges and universities in managing and disseminating the intellectual discoveries and writing of scholars and researchers.

Since no two electronic publishers’ needs are alike, DPubS was developed to be uniquely customizable. Its modular architecture provides flexibility—the system can be extensively customized to meet local needs. Because it has abundant Web-presentation capabilities, the presentation of each publication can be individually tailored, allowing for creative branding opportunities. Publishers can configure DPubS to deliver full-text content as well as to accept metadata in any file format. Publishers can also set the access controls to support subscription, open-access, or pay-per-view options and can configure DPubS to interoperate with institutional repositories such as Fedora. Finally, DPubS was designed to be extensible and scalable to support various publishing environments.

Characteristics That Set DPubS Apart From Other Systems

  • Enables publication, resource discovery, and delivery of journal, monographic, and grey literature with the same technology environment
  • Scales well to support an expanding number and variety of publications
  • A library-developed tool, designed with an understanding of sustainability and preservation issues, to support change in the scholarly communication environment
  • Supports the building of a library-supported publishing program and facilitates cooperation with university presses
  • Modular architecture makes DPubS flexible and extensible
  • Accommodates both open access and e-commerce to support different business models



The Open Library of Humanities (OLH) is a charitable organisation dedicated to publishing open access scholarship with no author-facing article processing charges (APCs). They are funded by an international consortium of libraries who have joined them in their mission to make scholarly publishing fairer, more accessible, and rigorously preserved for the digital future.

The OLH publishing platform supports academic journals from across the humanities disciplines, as well as hosting its own multidisciplinary journal. Launched as an international network of scholars, librarians, programmers and publishers in January 2013, the OLH has received two substantial grants from the Andrew W. Mellon Foundation to date, and has built a sustainable business model with its partner libraries.

All of their academic articles are subject to rigorous peer review and the scholarship they publish showcases some of the most dynamic research taking place in the humanities disciplines today – from classics, modern languages and cultures, philosophy, theology and history, to political theory, sociology, anthropology, film and new media studies, and digital humanities. Their articles benefit from the latest advances in online journal publishing – with high-quality presentation, annotative functionality, robust digital preservation, strong discoverability and easy-to-share social media buttons. Their mission is to support and extend open access to scholarship in the humanities – for free, for everyone, for ever.

Manifold Publishing

The Manifold team is delighted to launch a public beta of its new publishing platform for interactive scholarly monographs: https://manifoldapp.org/

Funded through thpube generous support of the Andrew W. Mellon Foundation, Manifold is a collaboration between University of Minnesota Press, the GC Digital Scholarship Lab at the Graduate Center, CUNY, and Cast Iron Coding. They began work on the project two years ago, aiming to create a responsive platform for interactive books that would help university presses share long-form monographs through an appealing and elegant interface. After many meetings and planning discussions, and following 1300+ commits to their public code repository, the initial version of the platform is ready for review.

Each project has a homepage that presents an overview of the text, provides a quick link to the text, aggregates recent activity, showcases the evolution of the project, and shares resources—images, videos, files, PDFs, image collections—that have been added to the text. Images that were part of the print version will appear in-line; resources that have been added for the Manifold edition will appear to the left of the text. Texts are responsive and may be read on any device, though the mobile versions are not yet fully featured. Please note that while they will make an effort to retain annotations and highlights left on the beta platform, they cannot guarantee their preservation.

Though the beta version only includes Minnesota publications, the platform is being designed so that any press or interested scholar can install Manifold, customize the platform with specific colors and logos, and publish work through the administrative dashboard. Manifold is capable of ingesting a variety of formats—ePub, HTML, Google Docs, Markdown, Microsoft Word—immediately transforming them into interactive web publications.

Manifold is proud to be an open-source project. You can find their code on Github, report bugs on their Github issue tracker, check out their progress on their public Pivotal tracker, join their mailing list, read their Building Manifold blog, and follow them on twitter @manifoldscholar.



Omeka is a free, flexible, and open source web-publishing platform for the display of library, museum, archives, and scholarly collections and exhibitions. Its “five-minute setup” makes launching an online exhibition as easy as launching a blog. Omeka is a Swahili word meaning to display or lay out wares; to speak out; to spread out; to unpack.

Omeka is designed with non-IT specialists in mind, allowing users to focus on content and interpretation rather than programming. It brings Web 2.0 technologies and approaches to academic and cultural websites to foster user interaction and participation. It makes top-shelf design easy with a simple and flexible templating system. Its robust open-source developer and user communities underwrite Omeka’s stability and sustainability.

Until now, scholars and cultural heritage professionals looking to publish collections-based research and online exhibitions required either extensive technical skills or considerable funding for outside vendors. By making standards based, serious online publishing easy, Omeka puts the power and reach of the web in the hands of academics and cultural professionals themselves.

Recent Mellon funded collaborative and cooperative publishing projects



Pubpub gives research communities of all stripes and sizes a simple, affordable, and nonprofit alternative to existing publishing models and tools.

PubPub supports each part of the publishing process, from drafting documents, conducting peer review, and hosting entire journal and book websites, to collecting and displaying reader feedback and analytics. PubPub is nonprescriptive and flexible, so that authors can freely experiment with different types of processes and tools, including overlay journals, open access publishing, and beyond. The discovery and adoption of more sustainable, effective publishing models will be led by researchers, authors, and readers.

With strong institutional support from MIT’s Knowledge Futures Group, PubPub isn’t going anywhere. We’re committed to supporting open access, open-source, and new experimental publishing models, and to releasing all of our code open-source. By offering a flexible and sustainable alternative to commercial publishing technologies, PubPub aims to serve as a model of institutional investment in our systems for knowledge creation and sharing, one that supports the open publishing movement and encourages researchers to adopt open tools.



Capacious: Journal for Emerging Affect Inquiry have been using WordPress to manage their submission-through-publication (for online and print) workflow. More information about their development process in/with WordPress (including screenshots) can be found here.

Targeted Solutions

Hybrid Publishing Consortium

The consortium’s mission is to support software development communities to build free and open source publishing infrastructures. The consortium is a network of businesses, community groups and researchers. The consortium’s activities include; research and research publishing, software development, business development, advocacy, publishing, events and peer-learning. The consortium is open to all areas of publishing. The current priority is interoperability between software platforms in scholarly publishing that are using multi-format and multimedia functionality.

The consortium supports an infrastructural backend software ecology to connect publishing platforms to enable — continuous validation, real-time processing, multi-format outputs and multimedia features.

The objective is to promote design excellence in — authoring systems, publication layout and interface design, librarianship and engineering — to enable diverse and global communities in the pursuit of knowledge creation and dissemination.

Key to the infrastructural approach is a notion of a universal fluid document model based on format transformation aligned to output requirements, rather than fixed format standards. The fluid document model is then combined with a test-driven methodology combining continuous validation and technologies including real-time processing, cryptographic IDs, flat-file storage, Docker virtualisation, encrypted documents and content distribution network APIs.

The goal of the infrastructure is to create a new synthesis of computational automation and human skills and agency, adding next-gen reliability and speed to publication production. In turn this new synthesis will change the use and control of knowledge institutions and industries.

Open Access resources from Hybrid Publishing


This repository contains resources for Open Access publishers and people interested in becoming one. The materials have been assembled by members of the Hybrid Publishing Lab at the Centre for Digital Cultures, Leuphana University Lüneburg.

The Open Access Journal poster and slides are licensed under Creative Commons »CC-BY 3.0«. The Open Access Journal canvas is licensed under »Creative Commons CC-BY-SA 4.0. The Publishing Agreement for Open Access monographs as well as the business modell for an Open Access book publisher (Open-Access-Buchverlag-Geschäftsmodell.pdf) are licensed under »Creative Commons CC0 1.0«.





(in German) – Business model for an Open Access book publisher:


How to start an open access journal poster + slides



Publisher-Website-Template: WordPress template for book publishers


#Publishing Converter

The hybrid publishing converter is a tool that converts publications formats into others, in a durable, high-quality, design caring, hybrid publishing way. “Hybrid publishing”, in short, refers to contemporary practices of producing different publications formats (paper books, ebooks, web contents…) in a connected and complementary way. The production of a publications layout is informed by the tools used and the culture embedded in these tools. There isn’t one “way” of doing layout but rather traditions, conventions and a series of tools, more or less accessible, more or less taught and used. The approach here isn’t to build one tool that solves all the issues that come with a hybrid publishing workflow but to try and find clever connections between different tools — open source ones as much as we can — to make it available to smaller publishers, graphic designers and institutions. https://github.com/hybrid-publishing-lab/publishing-converter

Typesetr Templates

Design Creative Commons Attribution-ShareAlike 3.0 Germany (CC BY-SA 3.0 DE): https://github.com/hybrid-publishing-lab/typesetr-templates

The Hybrid Lecture Player

The Hybrid Lecture Player is a platform that allows you to turn your lecture documentation into a multi-format publication, with a toolkit with features such as subtitle transcription, transcription in prose form, translations, and embedded lecture material such as images, audio and visual files. Everything is synched and information can be accessed via multiple channels, through custom tables of contents and sections. You can find an online demo here https://hlp.consortium.io/ Here you can find the player used on a lecture about Marshall McLuhan’s experimental media practice by the historian and curator Graham Larkin, call ‘Finally Getting the Message: McLuhan’s Media Practice’, given at the Marshall McLuhan Salon, Canadian Embassy, Berlin, in 2011. http://www.mcluhan-salon.de/

Lecture link https://mcluhan.consortium.io/


Hybrid Publishing Consortium tech stack

A back end ecology for connecting publishing platforms to deliver next-gen systems. https://github.com/consortium/Hybrid-Publishing-Consortium/blob/master/pdf/consortium-v04.pdf

Domain of One’s Own (DoOO)


Domain of one’s Own, or Domains in short, is a program that helps institutions offer students, faculty, and staff online spaces that they themselves control. Domains grew out of a project at the University of Mary Washington (UMW). Two of its founders Jim Groom and Tim Owens, have from there started a company, Reclaim Hosting, which has launched Domains programs at over 40 institutions. This company is foremost education-focused, and they have priced plans in a way to make it affordable for students and faculty. Domains allows people to register their own domain names, associate them with a hosted web space, and from there install over 100 open source applications in order to publish, curate, and share their work online. Domains is built around the idea of full data ownership and portability. Educators and their institutions are thus able to offer their students a web space that they own and control, which will enable students to develop digital literacy and will aid them in designing their own digital presence. The domain and web space are free for the time they’re at the University. Empowerment of students is one of the main values underlying this project, next to a move towards a more diversified federated web instead of a centralized, platform-based one.

Every account has full cPanel access to manage their space including subdomains, FTP, Email, Databases, and more. DoOO provides easy access to install over 100 open source applications with ease directly in the control panel. All accounts are backed up daily with the ability to restore your files at a moments notice leaving you free to experiment with the assurance that your site is safe.


Open Access Directory lists

The Open Access Directory (OAD) is a compendium of simple factual lists about open access (OA) to science and scholarship. Several pages in the directory list tools or services for those interested in setting up their own publishing initiatives, including their (1) OA journal launch services , a list of services to launch or help launch new OA journals.


The tools underneath were retrieved from the Open Access Directory’s list of  Free and open-source journal management software


Ambra is an innovative Open Source platform for publishing Open Access research articles. It provides features for post-publication discussion and versioned articles that allows for a “living” document around which further scientific discoveries can be made. The platform is in active development by PLOS (Public Library of Science) and is licensed under the MIT License. Ambra has been under continuous development as the engine behind the PLOS journals since 2009.

Topaz is a nonprofit organization related to the Public Library of Science (PLoS) http://plos.org. It manages the development of the Topaz application framework and the Ambra publishing system that overlies the framework. Ambra is a high-volume, efficient and economical system for the publication of quality-assured research in all areas of science. Ambra is a unique publishing forum that exploits the full potential of the web to make the most of every piece of research. Written mostly in Java, Ambra is a webapp that can be run compliant servlet containers.



A scholarly authoring and publishing platform based on WordPress. A WordPress theme for a JATS-based workflow. No longer supported since 2016 but still available on github.



DiVA – Academic Archive On – line, is a publishing system for research and student theses and a digital archive for long – term preservation of publications. DiVA began its development in the year 2000 at the EPC at Uppsala University Library. Today the technical development is driven by the EPC in co-operation with the participating universities and colleges. All universities and publicly financed research institutions both in Sweden and abroad are welcome to join DiVA in its co-operative effort.


DiVA portal is a finding tool and an institutional repository for research publications and student theses written at 44 universities and research institutions.

E-Journal (Drupal)

This module is a powerful production publishing system. It allows you to create and control your own electronic (and possibly printed) journals in Drupal – you can set up as many journals as you want, add authors and editors. Module gives you issue management, basic user and access control, vocabularies and archives. This module was inspired by Open Journal System which is an open-source online submission and manuscript tracking system. The Drupal platform is more flexible though, it gives you many ways to extend your publishing system. Currently, the module is made of the following packages (needless to say, you can combine them with other modules):

ejournal – the core functionality of an publications/issue management

ejournalaccess – for setting access to different group of users

ejournalauthors – use Drupal taxonomy as user profiles links

ejournalcitation – construct citation reference beneath published articles

ejournalshortly – for publication of short messages along side with the main content

The Drupal E-Journal http://drupal.org/project/ejournal module allows you to create and control your journals through the Drupal http://drupal.org CMS. Inspired by OJS, the module provides access and user management options, and allows the user to use any other Drupal components that might be useful.

No updates since 2014


ePublishing Toolkit (Max Planck Gesellschaft)

The ePublishing Toolkit (ePubTk) https://dev.livingreviews.org/projects/epubtk/ is an open source software package, written in Python, to help with the running of scientific journals. The package is developed by the Living Reviews http://livingreviews.org organization, a publisher of scientific open access journals. The ePublishing Toolkit is a software package providing tools to help in publishing scientific content on the web. In particular, it helps creating/maintaining/running a family of online journals as WebApplication (see ePubTk at Living Reviews for a description of a particular usage scenario).

ePubTk is a python package providing tools which help in running/creating/maintaining a family of scientific online journals (see for example http://www.livingreviews.org/). The tools are packaged in various components – i.e. subpackages – which may be used independently. Most of the functionality provided by ePubTk can be dscribed as “offline cms”. I.e. tools are provided to manage/create/maintain the content of scientific journals locally. The dynamic parts of the web application are kept to the essential, i.e. searching the data.



OpenEdition Books works with Lodel, a free open source software developed by Cléo dedicated to Open Access publications in Humanities and Social Sciences. Lodel is an electronic editing software that is easy to use and adaptable for specific applications. He is a member of the Content Management System (CMS) family and specializes in publishing long and complex texts in a highly structured editorial environment. Lodel is particularly respectful of the conventions of scientific publishing, such as footnotes, text structure, various character sets corresponding to non-Latin languages, diacritic marks, small capitals, nonbreaking spaces, etc.

The documents to be published can be prepared in a word processing software (Word, OpenOffice.org) on-line or edited directly online. Lodel uses paragraph styles (for example, title, abstract, author) to automatically create indexes and indexes. The list of supported styles is expandable and configurable. The document template (Word or OO) allows you to style your word processor documents in accordance with the editorial template provided with Lodel. The presentation of the displayed pages is defined by templates written in the Lodelscript language.

Lodel was conceived in the context of the development of the Revues.org portal. In accordance with the principle of appropriation, the software allows, for example, an editorial secretary to carry out the on-line publishing of his magazine, as he does for paper with Xpress or Indesign, without having to transform himself into a computer scientist. Lodel complies with web publishing standards (Dublin Core, RSS, OAI) and produces XML documents.

The user documentation is in French and has not been updated Version 0.9. The technical doc is to be found here: https://github.com/ OpenEdition/ lodel/ wiki. You can install and test a preinstalled Virtual Machine: http://lodel.org/ downloads/ vms/ . The TEI XML schema for OpenEdition is here : http://lodel.org/ ns/ .The documentation for Open Edition formats are here: for the XML/TEI schema : https://github.com/ OpenEdition/ tei.openedition

for the METS schema : https://github.com/ OpenEdition/ mets.openedition

for the Word template : https://github.com/ OpenEdition/ msword.openedition

Usage of Lodel in the context of the OpenEdition platform for humanities review publishing is described here http://maisondesrevues.org/ .




SciX Open Publishing Services (SOPS) is software that allows setting up various on-line scientific publishing media such as:

  • personal archives,
  • institutional archives,
  • topic & society archives,
  • electronic journals,
  • electronic conference proceedings,
  • workflow support for the above.

SOPS provides building blocks, such as repository, user management, discussions, ratings, reviews, review process support etc. out of which the above publications can be built.


CARPET: Community for Academic Reviewing, Publishing and Editorial Technology

Supported by the Deutsche Forschungsgemeinschaft the CARPET project aims to support the efficient use of electronic tools and services for scientific publishing. In view of international developments in this field, the following will be carried out for Germany initially:

  • a survey on existing publication tools will be presented in the form of a catalogue,
  • a compass will be developed for analysis so as to determine a system and structure,
  • guidelines for standards and interoperability will be drawn up and


Catalogue of publishing tools


Knowledge-base/best practices toolkits

Here you will find information on standards, interoperability, guidelines, best practice solutions and much more on e-publishing technology. You can also work collaboratively with other users and add missing or incomplete information.



A filter tool that let’s you search the tool catalogue according to type of software, application, stage in publishing workflow, operating system, licence model etc.:


Open Access Toolset Alliance

No longer in existence but lists various tools descriptions of which are still accessible through the Wayback Machine:


After ensuing discussion the Open Access Toolset Alliance (OATA) was agreed upon as a community space in which to continue discussion. The mission statement states that the Open Access Toolset Alliance is a loose group of organizations and individuals who share several core goals. The aims and goals of the alliance are:

.    The creation of an open source toolset for open access scholarly publishing.

.    The facilitation of synchronous and asynchronous discussion and collaboration.

.    A locus point for the showcasing of otherwise distributed projects.

More specifically, as per the initial discussion, the group wishes:

.    to create a culture of exchange where innovations & solutions can be discussed

.    to ensure that the various tools under development will/can be compatible

.    to keep abreast of developments that explore alternative routes.


Fidus Writer

Fidus Writer is an online collaborative editor especially made for academics who need to use citations and/or formulas. The editor focuses on the content rather than the layout, so that with the same text, you can later on publish it in multiple ways: On a website, as a printed book, or as an ebook. The user can choose from a number of layouts.

Fidus Writer 1.0 has been released under the AGPL open source license. It provides output formats Epub, HTML, Latex and PDF, either of individual articles or of entire books/journal editions. Version 1.1 is currently under development.


Article Level Metrics

Article Level Metrics (ALM), is a Ruby on Rails application started by the Public Library of Science (PLOS) in 2009. It stores and reports user configurable performance data on research articles. Examples of possible metrics are online usage, citations, social bookmarks, notes, comments, ratings and blog coverage.

Version 2.0 of the application was released in July 2012 and has been updated to be compatible with Ruby 1.9.3, Rails 3.2.x, and to store the results of external API calls in CouchDB. The backend processes have been completely rewritten and now use delayed_job.

For more information on how PLOS uses Article-Level Metrics, see http://article-level-metrics.plos.org/ 


Description: meTypeset is a docx/odt to TEI to NLM-XML typesetter. It is based upon the oxGarage stack and the aim of producing compliant JATS/NLM XML markup on an automated basis from input documents. Technology/Stack: XML, XSLT, saxon, Java

URL: https://github.com/MartinPaulEve/meTypeset


A collaboration between Open Book Publishers and the Wikimedia Foundation has produced a draft translation from TEI (a popular XML format for encoding book contents) and WikiText (the language used to encode semantic information in Wikipedia and related systems). Special thanks to Nik Sultana at OBP and the following folks from Wikimedia: Daniel Mietchen who sparked

things off, Andrea Zanni and David Cuenca who did some preliminary investigation, and Thomas PT for coding a prototype using XSLT, and a web app to translate TEI into WikiText. The XSLT and app code can be downloaded from Thomas’ github account:


Various publishing tools are also available on Martin Eve’s github page:



Annotran: Annotate to translate

Link: https://github.com/birkbeckOLH/annotran

Description: Annotran is an extension to the hypothesis annotation framework that allows users to translate web pages themselves and to view other users’ translations. Read about it here and here.



Open Book Publishers Github account



A python script that converts an ePub file to HTML, using a custom set of CSS rules, in order to create a site that can be used to embed in any website and provide an HTML reader for a book. The resulting HTML site gives the reader the option to change the font size of the text, as well as providing a search box.


Template Author Contract