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Citation Manager Plugin

Citation Manager for OJS

Project Status: Active – The project has reached a stable, usable state and is being actively developed. Contributor Covenant

Features

Extract PID's

  • DOI
  • URL
  • URN
  • Handle
  • Arxiv

Get structured metadata from external services

  • OpenAlex.org
  • Orcid.org
    • givenName
    • familyName
  • Wikidata.org
    • Lookup the wikidata id's with following pids
      • citation doi
      • author orcid
      • journal issn_l

Task scheduler

Process and enrich

  • Batch process is automatically triggered by the Task Scheduler.
  • All publications with the following statuses will be processed:
    • queued
    • scheduled

Deposit

  • Batch deposit is automatically triggered by the Task Scheduler.
  • All publications with the following statuses will be deposited:
    • published

Deposit to OpenCitations

Metadata

name description example
id doi, issn, isbn, url, wikidata, wikipedia doi:3233/ds-170012
title the title of the document
author name of author(s), orcid if available Yücel, Gazi [orcid:0000-0002-2013-6920]
pub_date the date of publication of the document 2021-02-28
venue the venue of the document Journal of Public Knowledge [issn:0378-5955]
volume the volume if document in journal
issue the issue if document in journal
page the page range of document (first-last page) 59-81
type type of document journal article
publisher the publisher of the document
editor name of the editor(s) Yücel, Gazi [orcid:0000-0002-2013-6920]

Citing and cited relation

name description example
citing_id identifier of the citing document doi:3233/ds-170012
citing_publication_date publication date of the citing document 2021-02-28
cited_id identifier of the cited document doi:3233/ds-170012
cited_publication_date publication date of the cited document 2022-02-28

Please see https://github.com/opencitations/crowdsourcing for more information.

Deposit Wikidata.org

Only items which have unique identifiers will be deposited to Wikidata.

  1. author
    • labels (en, ...)
    • instance of (P31) > human (Q5)
    • orcid id (P496) (identifier)
  2. journal
    • labels (en, ...)
    • instance of (P31) > scientific journal (Q5633421)
    • issn (P236) (identifier)
    • title (P1476)
  3. cited article (scholarly article)
    • labels (en, ...)
    • instance of (P31) > scholarly article (Q13442814)
    • doi (P356) (identifier)
    • title (P1476)
  4. main article (scholarly article)
    • labels (en, ...)
    • instance of (P31) > scholarly article (Q13442814)
    • doi (P356) (identifier)
    • title (P1476)
    • publication date (P577)
    • volume (P478)
    • author (P50) [1. author]
    • published in (P1433) [2. journal]
    • cites work (P2860) [3. cited article]

Screenshot(s) / screen recording(s)

screen recording workflowTab edit.gif screenshot settings screenshot settings

Install and configure the plugin

Requirements

  • PHP 8.0+

Install with Git

Get the correct version for your OJS version:

  • branch stable-3_3_0: use this version for OJS version 3.3.0.x git clone -b stable-3_3_0 https://github.com/TIBHannover/citationManager
  • branch stable-3_4_0: use this version for OJS version 3.4.0.x git clone -b stable-3_4_0 https://github.com/TIBHannover/citationManager

Install via direct download

  • Download release for your OJS version from here. Note the correct version for you OJS version.
  • Alternatively, download the code with the option 'Download ZIP'. Note the correct branch for your OJS version.
  • Extract the downloaded file to /plugins/generic/citationManager.

Configuration of the plugin

  • Login in your OJS instance as an Administrator or Manager
  • Navigate to Website > Plugins > Installed Plugins > Generic Plugins > Citation Manager Plugin
    • Activate the plugin by clicking the checkbox
  • Click on the arrow at the left and click "Settings"
  • Fill in your authentication info as described in the sections OpenCitations and Wikidata
  • Click Save

OpenCitations.org crowdsourcing

Depositing at OpenCitations will be done through GitHub issues of OpenCitations/crowdsourcing.
For this you need a GitHub account, if you have none please register one through https://github.com/signup.

  • Login at https://github.com and navigate to https://github.com/settings/tokens
  • Click "Generate new token" button at the right top
  • At the input field "Note" typ in "OpenCitations Crowdsourcing"
  • Select "No expiration" at Expiration
  • Check the checkbox "public_repo"; leave all other checkboxes unchecked
  • Click on the button "Generate token"
  • You will be provided the token; save this token, as you will not be shown this again
  • Login to your OJS with an administrator account
  • Navigate to Settings > Website > Plugins and find "Citation Manager Plugin" on the page
  • Click on the arrow at the left and click "Settings"
  • At Owner field, fill in "OpenCitations"
  • At Repository field, fill in "crowdsourcing"
  • Fill in your token, which you generated above
  • Click Save

Wikidata.org

Depositing at Wikidata.org will be done through the wikidata API. For this you need an account on Wikidata.org. If you have none please register one through https://www.wikidata.org/w/index.php?title=Special:CreateAccount.

  • Login at https://www.wikidata.org and navigate to https://www.wikidata.org/wiki/Special:BotPasswords
  • Type a name (e.g. OJSCitationManager) at "Bot name" in the section "Create a new bot password"
  • Check the following permissions: "High-volume editing", "Edit existing pages", Edit protected pages, "Create, edit, and move pages"
  • Optionally, add your server IP address(es) into the field "Allowed IP ranges"
  • Click on the button "Create"
  • After creation, you will be redirected to a page where your credentials are shown
  • Save these data somewhere safe
  • Login to your OJS with an administrator account
  • Navigate to Settings > Website > Plugins and find "Citation Manager Plugin" on the page
  • Click on the arrow at the left and click "Settings"
  • At "Wikidata bot username" field, fill in the username which you saved previously (e.g. Username@OJSCitationManager)
  • At "Wikidata bot password", fill in the password which you have saved previously
  • Click Save

Development

Structure

.
├─ assets                        # Styles, images, javascript files
├─ classes                       # Main folder with models / logic
│  ├─ DataModels                 # Data models used in this plugin
│  │  ├─ Citation                # Data models for citations, authors in citations
│  │  └─ Metadata*               # Metadata for OJS authors, journals and publications
│  └─ Db                         # Database related classes
│  │  ├─ PluginDAO.php           # Retrieve / save data to / from database
│  │  └─ PluginSchema.php        # Schema extestions for data models
│  ├─ External                   # Classes for external services
│  |  ├─ Wikidata                # Classes for Wikidata.org
|  |  |  ├─ DataModels           # Data models for this service, e.g. mappings
│  |  |  ├─ Api.php              # Methods for connecting to their API
│  |  |  ├─ Constants.php        # Constants used in Api's, e.g. username, password
│  |  |  ├─ Inbound.php          # Methods for retrieving data
│  |  |  └─ Outbound.php         # Methods for depositing data
|  |  ├─ ...Other services       # Other services follow the same structure
|  |  ├─ ApiAbstract.php         # This class is extended by the Api classes
|  |  ├─ ConstantsAbstract.php   # This class is used by by the Constants classes
|  |  └─ ExecuteAbstract.php     # This class is used by the Inbound / Outbound classes
│  ├─ FrontEnd                   # Classes for the front end, e.g. ArticleView
│  ├─ Handlers                   # Handlers, e.g. Outbound, Inbound, API
│  ├─ Helpers                    # Helper classes
│  ├─ PID                        # PID classes
│  ├─ ScheduledTasks             # Classes for the scheduler
│  ├─ Settings                   # Settings classes
│  └─ Workflow                   # Classes or the workflow and submission wizard
├─ docs                          # Documentation, examples
├─ locale                        # Language files
├─ templates                     # Templates folder
├─ tests                         # Tests folder
│  ├─ classes                    # Classes for tests
│  ├─ composer.json              # Composer configuration file for tests
│  └─ vendor                     # Composer autoload and dependencies
├─ vendor                        # Composer autoload and dependencies
├─ .gitignore                    # Git ignore file
├─ CitationManagerPlugin.php     # Main class of plugin
├─ composer.json                 # Composer configuration file
├─ index.php                     # Entry point plugin (ojs version 3.3.0)
├─ LICENSE                       # License file
├─ README.md                     # This file
├─ scheduledTasks.xml            # Scheduler configuration file
└─ version.xml                   # Version information of the plugin

Notes

  • Autoload of the classes in the folder classes/ is done with composer according to the PSR-4 specification.
  • All classes have namespaces and are structured according to PSR-4 standard.
  • If you add or remove classes in the classes folder, run the following command to update autoload files: composer dump-autoload -o.
  • Running composer install -o or composer update -o will also generate the autoload files.
  • The -o option generates the optimised files ready for production.

Debugging

There is a debug mode possibility in this plugin. This constant puts the plugin in debugging mode. Extra debug information will be written to the log file (see LogHelper class) such as API calls. Debug information is written to the log file in the files_dir directory of your OJS instance. You can find the files_dir constant in your config.inc.php file.

Please put the following in the file config.inc.php to enable this:

[CitationManagerPlugin]
isDebugMode=true

Careful with sensitive information, (passwords, tokens) will be written in plain text.

Tests

Test classes

If you are developing, you might use the classes in tests/classes/. The classes in this folder have the same folder and namespace structure as in classes folder. The purpose of these classes is to override the main classes. You can accomplish this by running the composer command composer dump-autoload -o -d tests. If this is done, then test or sandbox versions of API's will be used. For example test.wikidata.org instead of www.wikidata.org. Autoload of the classes is done with composer classmap. First the classes in tests/classes/ are loaded, after which the classes in classes/ are loaded. By doing this in this order, all classes present in tests/classes/ will override the classes in classes/.

Please put the following in the file config.inc.php to enable this:

[CitationManagerPlugin]
isTestMode=true

Data models

Models for citations

CitationModel

name description
doi The DOI for the work
title The title of this work
publicationYear The year this work was published
publicationDate The publication date, formatted as an ISO 8601 date e.g. 2018-02-13
type The type or genre of the work, eg journal-article
volume The volume of the issue of the journal, e.g. 495
issue The issue of the journal, e.g. 7442
pages The number of pages of the work/article, e.g. 4
firstPage The first page of the work/article, e.g. 49
lastPage The last page of the work/article, e.g. 59
abstract The abstract of this work
authors List of AuthorModel objects
journalName Name of the journal
journalIssnL Issn_l of the journal
journalPublisher Publisher name of the journal
url URL for the work
urn URN for the work
arxivId The arxiv id of the work
handleId The handle id of the work
openAlexId The OpenAlex ID of the work
wikidataId The Wikidata QID of the work
openCitationsId Open Citations ID
githubIssueId GitHub Issue ID used by Open Citations
raw The unchanged raw citation
isProcessed Is processed / structured

AuthorModel

name description
orcid The ORCID ID for this author
displayName The name of the author as a single string
givenName The given name of the author as a single string
familyName The family name of the author as a single string
wikidataId The Wikidata QID
openAlexId The OpenAlex ID

Metadata of OJS models

MetadataJournal

name description
openAlexId The OpenAlex ID of the work
wikidataId The Wikidata QID of the work

MetadataAuthor

name description
openAlexId The OpenAlex ID of the work
wikidataId The Wikidata QID of the work

MetadataPublication

name description
openAlexId The OpenAlex ID of the work
wikidataId The Wikidata QID of the work
openCitationsId Open Citations ID
githubIssueId GitHub Issue ID used by Open Citations

Contribute

All help is welcome: asking questions, providing documentation, testing, or even development.

Please note that this project is released with a Contributor Code of Conduct. By participating in this project you agree to abide by its terms.

How to contribute

  • Fork the repository
  • Create a feature branch in your fork
  • Make your changes
  • Open a PR with your changes

License

This project is published under GNU General Public License, Version 3.