Creating Galley Files
A galley is a publication-ready version of an article โ formatted exactly as it will appear to readers. Before uploading anything to OJS you must create the galley file(s) outside OJS using appropriate desktop or online tools.
Common Galley Formatsโ
| Format | Reader experience | Best for |
|---|---|---|
| Fixed-layout; preserves print design | Most journals; author manuscripts | |
| HTML | Responsive web reading | Open-access journals; accessibility |
| XML / JATS | Structured data; machine-readable | Indexing (PubMed, PMC, Crossref) |
| ePUB | Reflowable e-reader format | Humanities; long-form articles |
| Remote URL | Link to external hosting | OA repositories; preprint servers |
Which formats should you provide?
Check your journal's policy. Most journals require at least a PDF. Adding HTML greatly improves accessibility and discoverability. JATS XML is required for PubMed Central submission.
Recommended Software Toolsโ
PDFโ
| Tool | Notes |
|---|---|
| Adobe InDesign | Professional typesetting; supports journal templates |
| Microsoft Word (Save as PDF) | Simplest route when no complex layout is needed |
| LibreOffice Writer (Export as PDF) | Free alternative to Word |
| LaTeX + pdflatex / XeLaTeX | Preferred in STEM fields; high-quality math rendering |
Tips for PDF quality:
- Embed all fonts before exporting
- Use 300 dpi or higher for images
- Set the PDF standard to PDF/A-1b for long-term archiving
- Include bookmarks for sections to aid navigation
HTMLโ
| Tool | Notes |
|---|---|
| Pandoc | Command-line converter from Word/LaTeX/Markdown to HTML |
| Word โ Save as Web Page (Filtered) | Quick but produces verbose HTML; clean up afterwards |
| Manual authoring | Full control; suitable if you know HTML/CSS |
Tips for HTML quality:
- Use semantic elements (
<article>,<section>,<figure>) - Include
alttext for all images - Reference a CSS stylesheet for consistent journal branding
- Test in multiple browsers before uploading
Pandoc conversion exampleโ
pandoc manuscript.docx -o article.html --standalone --self-contained
XML / JATSโ
| Tool | Notes |
|---|---|
| Pandoc | Can output JATS from Markdown or Word |
| OxGarage (online) | Converts Word documents to TEI/JATS |
| JATS4R validator | Online validator for JATS XML compliance |
| oXygen XML Editor | Full-featured XML IDE with JATS schema support |
Minimal JATS XML structureโ
<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE article PUBLIC "-//NLM//DTD JATS (Z39.96) Article Authoring DTD v1.2//EN"
"https://jats.nlm.nih.gov/articleauthoring/1.2/JATS-articleauthoring1.dtd">
<article xmlns:xlink="http://www.w3.org/1999/xlink"
article-type="research-article" xml:lang="en">
<front>
<journal-meta>
<journal-title-group>
<journal-title>Journal Name</journal-title>
</journal-title-group>
</journal-meta>
<article-meta>
<title-group>
<article-title>Article Title</article-title>
</title-group>
<contrib-group>
<contrib contrib-type="author">
<name><surname>Smith</surname><given-names>Jane</given-names></name>
</contrib>
</contrib-group>
<abstract><p>Abstract text here.</p></abstract>
</article-meta>
</front>
<body>
<sec><title>Introduction</title><p>Body text here.</p></sec>
</body>
<back>
<ref-list><!-- references --></ref-list>
</back>
</article>
ePUBโ
| Tool | Notes |
|---|---|
| Sigil | Free, open-source ePUB editor with GUI |
| Pandoc | Converts from Word/Markdown to ePUB |
| Calibre | Can convert PDF or HTML to ePUB (variable quality) |
Tips for ePUB quality:
- Validate with EPUBCheck before uploading
- Use relative paths for images inside the ePUB container
- Include a proper
content.opfmanifest andtoc.ncxtable of contents
Essential Elements to Include in Every Galleyโ
Regardless of format, every galley should contain:
| Element | Notes |
|---|---|
| Article title | Exactly as registered in OJS metadata |
| Author name(s) and affiliations | Including ORCID if available |
| Abstract | Full abstract text |
| Keywords | As listed in OJS metadata |
| DOI | Displayed prominently (see below) |
| License statement | CC BY, CC BY-NC, or journal's chosen licence |
| Received / accepted dates | If published by the journal |
| Page numbers | Required for PDF; use journal volume/issue pagination if assigned |
Embedding DOI and Metadata in PDFโ
A DOI should be visible to readers on the first page of the PDF. Best practice:
- Add the DOI to the article template footer or title block:
https://doi.org/10.XXXX/yyyyy - Embed the DOI in the PDF document properties (File โ Properties โ Description in Acrobat):
- Title: Article title
- Author: All author names
- Subject: Abstract or keywords
- Keywords: Keywords list
- If using XMP metadata, populate the
dc:identifierfield with the DOI URI
tip
Many indexing services (Crossref, Google Scholar) parse PDF metadata automatically. Accurate embedded metadata improves discoverability.
JATS XML: Key Structural Pointsโ
- Use
<article-type>to distinguish research articles, reviews, editorials, etc. - Place the DOI inside
<article-id pub-id-type="doi">10.XXXX/yyyyy</article-id> - Use
<funding-group>for grant acknowledgements - Mark references with
<ref-list>and individual<ref>elements - Validate against the JATS DTD before uploading โ OJS and PMC will reject malformed XML
Further Readingโ
- Learning OJS โ Production โ Galley creation and upload in OJS
- PKP Community Forum โ Community discussion on galley creation tools and workflows