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Role

Catalog Editor

Manages catalogue records, files, people, categories, journals and issues. Publishes and retracts records.

The catalogue editor is responsible for every record that appears on the public site. The role covers these tasks:

  • Creating records for books, book chapters, journals, articles, proceedings papers, theses and children's books.
  • Sending records to review, publishing, unpublishing and archiving them, adding correction notes and retracting records.
  • Managing files with their access, embargo and licence.
  • Managing journal profiles, volumes and issues.
  • Editing person and institution records and merging duplicate persons.
  • Managing category trees and running bulk imports.

In the panel you see every screen of the Catalogue section. You also settle the copyright and correction reports that come from the public site on the Copyright and correction reports screen.

Permissions of this role

This role is granted for the whole platform.

  • See unpublished catalogue records
  • Create and edit publications, issues and files
  • Publish and unpublish catalogue records
  • Retract or correct published records
  • Bulk import (CSV, XLSX, JSON)
  • Create and edit persons and institutions
  • Merge duplicate persons
  • Manage taxonomies and categories
  • Edit the profiles and issues of the journals in scope
  • Upload, replace and archive files in the file library
  • See ISBN requests, printings and the legal deposit

Topics for this role

How-to guides

  • Creating a Catalogue Record

    Opening a new catalogue record for a book, chapter, journal, article, proceedings paper, thesis or children's book and filling in its details.

  • Adding Authors and Contributors

    Adding authors, editors, translators and other contributors to a catalogue record, ordering them and choosing their institutions and CRediT roles.

  • Files and Access

    Adding full text, cover and supplementary files to a catalogue record, setting a file's access, embargo and licence, and uploading a new version.

  • Adding a Related Publication

    Linking a catalogue record to another record as book and chapter, translation, supplement, new edition, correction or retraction.

  • Record Statuses and Publishing

    Sending a catalogue record for review, publishing it or returning it to draft, and which actions are open in each status.

  • Bulk Actions

    Selecting several records in the Publications list and sending them for review, publishing, returning to draft, unpublishing or archiving them.

  • Unpublishing and Archiving

    Taking a published catalogue record off the site, or archiving it to take it out of the lists, and the difference between the two actions.

  • Deleting a Catalogue Record

    Deleting a catalogue record in draft or in review, restoring it from the trash, and the records that cannot be deleted.

  • Versions, Corrections and Retractions

    Viewing a record's version history, comparing two versions, going back to an earlier version, adding a correction notice and retracting the record.

  • Copyright and Correction Reports

    Reviewing copyright infringement and correction reports from the public site's contact form, taking them up and recording the outcome.

  • Downloading Crossref XML

    Downloading the Crossref XML file of a catalogue record or a journal issue for DOI registration, and the conditions the file needs.

  • Preparing a Book for DOAB

    Completing an open-access book to meet DOAB's requirements and downloading the ready books in DOAB's Excel template.

  • Adding a Journal

    Opening a new journal record in the catalogue, choosing the submission method and the peer review type, and publishing the journal record.

  • Creating an Issue

    Creating a new volume and issue of a journal and entering the year, date, title and special issue details of the issue.

  • Adding Articles to an Issue

    Adding articles to a journal issue, ordering the table of contents, writing section headings and removing an article from the issue.

  • Publishing an Issue

    Running the consistency check on a journal issue, publishing it with its articles or on its own, and unpublishing it.

  • Deleting a Journal Issue

    Deleting a journal issue while keeping its articles in the catalogue, or together with its articles.

  • Editing the Journal Profile

    Editing the ISSN, scope, submission method, peer review type, publication facts and contact details of a journal on the Profile tab.

  • Adding Board Members and Indexes

    Entering the editorial board of a journal with its role groups and adding the indexes that cover the journal with their verification addresses.

  • Setting Author Guidelines and Review Criteria

    Entering the author guidelines, reference style, abstract limit and former titles of a journal, and defining the criteria scored in the review form.

  • Uploading the Article Template

    Uploading, replacing or removing the writing template that authors download from the journal page.

  • Setting the Reviewer Minimum and Reviewer List

    Setting the minimum number of reviewers expected in a review round and publishing the yearly list of reviewers of the journal.

  • Writing Journal Policies

    Writing the peer review, open access, copyright, ethics, AI, fee, archiving and complaints policies of a journal in Turkish and English.

  • Posting Journal Announcements and Calls

    Writing, publishing, unpublishing and deleting the announcements of a journal and its calls for papers, such as calls for a special issue.

  • Preparing for TR Dizin

    Checking how ready a journal is for the TR Dizin criteria with the checklist on the TR Dizin tab, fixing the gaps and turning on the strict check.

  • Downloading the ODİS Package

    Downloading the files of a published issue for upload to TR Dizin as a single ZIP file, and marking the issue as uploaded to ODİS.

  • Publishing an Article as Early View

    Publishing an accepted article on the journal page without placing it in an issue, and adding it to an issue later.

  • Finding a Journal on DergiPark

    Entering the DergiPark address in the profile of a journal managed on DergiPark, finding the journal number and sending authors to DergiPark.

  • Harvesting from DergiPark

    Turning on the harvest of the issues and articles a DergiPark-managed journal has published into the catalogue, starting it at once and reading its results.

  • Deleting a DergiPark Article

    Removing an article harvested from DergiPark from the catalogue and knowing what the harvest does with articles that are deleted, unpublished or gone from DergiPark.

  • Setting Up the Thesis Harvest

    Entering the OAI-PMH address of the institution's open repository, checking the source, choosing the record format and the sets, switching the harvest on and starting the first full harvest.

  • Managing People and Institutions

    Adding, editing and deleting the person records and the institution tree of the catalogue, and restoring deleted ones.

  • Searching ROR for an Institution

    Finding an institution's ROR record with the Search ROR button of the institution form and copying its ROR ID, names and contact details into the form.

  • Merging Person Records

    Merging two person records of the same person and gathering their publication links and details in the record that is kept.

  • Reviewing Duplicate Records

    Reviewing the possible duplicate person records the system finds every day, merging records of the same person and taking different people out of the queue.

  • Managing Categories

    Creating a taxonomy, adding categories and sub-categories, changing a category's name, place, order and visibility, and deleting an empty category.

  • Merging Categories

    Merging a category in use into another category with a preview, and moving its publications and sub-categories there.

  • Importing Records in Bulk

    Filling in the template, uploading the CSV, XLSX or JSON file, reviewing the dry-run report and importing the valid rows as draft records.

  • Retrying Failed Rows

    Importing the invalid or failed rows of a completed bulk import again with a new dry-run report after the problem has been fixed.

  • Uploading Files to the Library

    Uploading a publication file, cover, institutional content or branding file to the file library, and the file types each upload purpose accepts.

  • Downloading the Barcode and Copyright Page

    Downloading the cover barcode of a book with an ISBN as SVG or PDF, and copying the text of the copyright page or getting it as a PDF.

  • Downloading the Yearly ISBN Report

    Downloading the ISBN requests, numbers, Ministry dates and the legal deposit steps of each printing for a chosen year as an Excel workbook.

  • Replying to a Contact Message

    Opening a contact message, copyright report or correction report from the public site, replying to it, recording the outcome and deleting the personal data.

Screens and settings

  • Panel Search

    Searching submissions, publications, people, users, pages and help topics at once with the search box in the panel's top bar.

  • Publications

    The list of catalogue records with its search box, filters, columns, row menu and bulk action bar.

  • New Publication

    The screen where you choose the type of a new catalogue record, fill in its first details and create the draft.

  • Catalogue Record

    The page of a catalogue record, its tabs, the status, quality and record information cards on the right, and the save bar.

  • Data Quality Screen

    The filters and columns of the screen that lists catalogue records by metadata quality score, its Fix button and the CSV file.

  • DOAB Readiness

    The screen that checks books and chapters against the DOAB requirements, with its cards, its table, the gaps it checks and the template download button.

  • Journals and Issues Screen

    The screen that lists the journals in your scope as cards, the details on the cards and the Manage journal and Record details buttons.

  • Journal Management

    The tabs, the issue list, the DergiPark card on the Profile tab and the buttons at the top of the screen that Manage journal opens.

  • Issue Page

    The table of contents, the issue details card, the consistency check, the publishing, ODİS and Crossref buttons and the deletion of a journal issue.

  • Thesis Harvest Screen

    The status card, the harvest buttons, the source settings, the list of recent runs and the transfer report of the thesis harvest screen.

  • People and Institutions Screen

    The tabs, filters, columns and menus of the screen with the person records, the institution tree and the queue of duplicate records.

  • Person Page

    A person record's identity details, bio, institution links, possible duplicates and the merge and delete buttons.

  • Categories Screen

    The parts of the Categories screen, with the taxonomy tabs, the category tree, row labels, the row menu and the category form.

  • Import Columns

    The columns of a bulk import file, which ones are required, how values are written and the rules that make a row invalid.

  • Bulk Import Screen

    The upload area, the source system name, the template buttons and the list of earlier imports on the bulk import screen.

  • Dry-Run Report

    The counts, notes, import and retry sections, row tabs and columns of the bulk import report.

  • File Library Screen

    The search box, filters and columns of the screen that lists uploaded files, the file details window and the places where a file is used.

  • ISBN & Legal Deposit Screen

    The status filters, search, columns, upcoming obligations card and yearly report card of the screen that lists ISBN requests.

  • ISBN Request Page

    The status line, warnings, action buttons and the form, copy sheet, printings, barcode, copyright page and history cards on the page of an ISBN request.

  • Contact Messages

    The message types, filters and columns of the screen that lists contact form messages and copyright and correction reports, and the message dialog.

Concepts

  • Peer Review Types

    What authors and reviewers see of each other in double-anonymous, single-anonymous and open review, and when the type is set.

  • Data Quality

    The metadata quality score out of 100 of a catalogue record, the required and recommended fields, and the TR Dizin data checks for articles.

  • Translation Status

    Whether a record's title and abstract in each language are in the original language of the work or a translation, and how the public site shows this.

  • Catalogue Rules

    The rules the system applies to catalogue records, the required fields of each type, identifier checks, address redirects and the reason rule.

  • Automatic DOI Registration

    How DOIs that start with the institution's prefix are sent to Crossref by themselves, the status line on the record page and sending at once.

  • Access Statuses and Embargo

    The open access, metadata only, embargoed and restricted access statuses of a catalogue record, the licence rule and how an embargo ends by itself.

  • Four-Eyes Principle

    The rule that the person who prepares a piece of work does not approve it, and the three places where JournTech applies it.

  • Records Harvested from DergiPark

    What the DergiPark harvest brings into the catalogue, when it publishes issues and articles, and how the harvested records appear on the site.

  • DergiPark PDF Copies

    When the DergiPark harvest copies the article PDFs, how it requests again the PDFs that DergiPark did not give at the time, and which PDFs it does not request again.

  • DergiPark Request Intervals

    At what intervals JournTech sends requests to DergiPark, how it waits while DergiPark is busy and how long-running harvest jobs are split up.

  • Full Harvest and Sync

    The three kinds of run of the thesis harvest, the night hours, the pauses between requests to the repository and the safety limit for theses missing from the repository.

  • Harvested Theses

    Which details the thesis harvest takes from the repository, how it decides the kind of thesis and its access status, when it publishes theses and how harvested theses behave in the panel and on the public site.

  • ISBN Process

    The statuses an ISBN request goes through from draft to legal deposit, who takes each step, and the part JournTech plays in the Ministry application.

Troubleshooting

Features

  • Catalogue

    Creating, publishing and correcting records of books, chapters, journals, articles, proceedings papers, theses and children's books.

  • Journals and Issues

    Managing a journal's profile, boards, guidelines and reviewer criteria, and creating and publishing volumes and issues.

  • DergiPark Harvesting

    Copying the issues and articles of a journal managed on DergiPark into the catalogue and keeping them up to date.

  • Institutional Archive

    Importing the theses in the institution's open repository into the catalogue over OAI-PMH, keeping them in step with it and showing them on the Institutional Archive pages of the public site.

  • People and Institutions

    Editing author, editor and institution records and merging duplicate person records.

  • Categories

    Managing the category trees that group the publications on the public site.

  • Bulk Import

    Creating many catalogue records at once from a CSV, XLSX or JSON file.

  • File Library

    Seeing all uploaded files, their virus scan status and the places where each file is used.

  • ISBN and Legal Deposit

    Preparing an ISBN request, getting the publishing board's approval, recording the application to the Ministry and following the legal deposit.

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