Tutorial: Create and Publish an Issue
Role: Editor / Journal Manager
Time: 20โ40 minutes
OJS Version: 3.5+
This tutorial explains how to create a new journal issue, assign accepted articles to it, set publication dates, and publish it online.
Before You Startโ
- At least one article has been accepted and is in the Production stage (galley files ready).
- You are logged in as an Editor or Journal Manager.
Step 1 โ Create a New Issueโ
- Go to Issues in the left sidebar (or navigate via Journal Management โ Issues).
- Click Create Issue.
- Fill in the issue details:
| Field | Example | Notes |
|---|---|---|
| Volume | 14 | The journal volume number |
| Number | 2 | The issue number within the volume |
| Year | 2025 | Publication year |
| Title | Special Issue: Open Science | Optional โ leave blank for regular issues |
| Description | Brief issue description | Optional |
| Cover Image | Upload image | Optional; JPG or PNG, recommended 800ร1000 px |
- Tick the checkboxes for any identifiers to display (Volume, Number, Year, Title).
- Click Save.
Step 2 โ Schedule Articles to the Issueโ
Each accepted article must be scheduled to an issue before it can be published.
- Navigate to Submissions โ Active and open an article that is in the Production stage.
- Click the Publication tab.
- In the Issue section, click the Issue dropdown and select the issue you just created.
- (Optional) Enter a Section and Page Numbers (e.g., 1โ15).
- Scroll up and click Schedule for Publication.
Repeat Steps 1โ5 for every article you want to include in this issue. Articles can be from different sections.
Step 3 โ Add a Table of Contents to the Issueโ
- Go to Issues โ Future Issues.
- Click the issue you created.
- The Table of Contents tab shows all scheduled articles.
- Drag and drop articles to reorder them within sections.
- Use the arrows or drag handles to set the display order.
Step 4 โ Review Galley Filesโ
Before publishing, verify that each article's galley files (PDF, HTML, XML) are correct:
- Open each scheduled article.
- Click the Publication โ Galleys tab.
- Download each galley file and check:
- Article title, author names, and affiliations are correct
- DOI (if used) is present and correct
- No formatting errors
- If corrections are needed, click the galley entry and upload a corrected file.
Step 5 โ Set Publication Metadata (Optional)โ
For each article:
-
Open the article and click the Publication tab.
-
Review and edit these fields:
- Title / Abstract โ verify they are final
- Contributors โ check author order and ORCID iDs
- Keywords โ verify completeness
- Permissions & Disclosure โ set copyright year, license URL, and copyright holder
- Identifier (DOI) โ enter or generate the DOI if using CrossRef
-
Click Save after any changes.
Step 6 โ Assign DOIs (if using CrossRef)โ
If your journal registers DOIs with CrossRef:
- On each article's Publication โ Identifiers tab, click Assign next to DOI.
- OJS generates a DOI based on your configured pattern.
- After publishing the issue, export metadata to CrossRef via Tools โ Import/Export โ CrossRef XML Plugin.
See the Enable DOIs with CrossRef tutorial for full setup instructions.
Step 7 โ Publish the Issueโ
Publishing an issue makes all scheduled articles publicly visible. Make sure all files and metadata are correct before proceeding.
- Go to Issues โ Future Issues.
- Click the issue title.
- Review the Table of Contents one final time.
- Click Publish Issue.
- In the confirmation dialog, click OK.
OJS will:
- Move the issue to Issues โ Back Issues (or set it as the Current Issue)
- Assign publication timestamps to all scheduled articles
- Trigger new-issue notification emails to subscribed readers (if configured)
Step 8 โ Set as Current Issue (if applicable)โ
If this is the most recent issue:
- Go to Issues โ Back Issues.
- Find the issue you just published.
- Click the blue Current button (or the arrow icon) next to it.
- Confirm โ OJS updates the journal homepage to show this issue.
After Publishingโ
- Articles are now publicly accessible at their permanent URLs.
- Google Scholar and indexing bots will discover the new content on their next crawl.
- If DOIs were assigned, register them with CrossRef.
- Send an announcement to readers if you have announcements enabled.
Troubleshootingโ
| Problem | Solution |
|---|---|
| Article does not appear in issue | Ensure the article is in Production stage and has been scheduled to the issue |
| Publish Issue button is missing | Check your role โ you need Editor or Journal Manager permissions |
| Galley files show errors | Re-upload corrected files before publishing; check PDF with a PDF reader |
| DOI not generating | Verify DOI plugin settings under Settings โ Distribution โ Identifiers |
| Readers not receiving notifications | Check that the journal has Reader notifications enabled and SMTP email is configured |
Next Stepsโ
- Tutorial: Enable DOIs with CrossRef
- Scheduling & Publishing โ full scheduling reference
- Journal Manager Overview โ full journal manager reference