Procedure for developing a specification sheet
This report describes a procedure for developing a generic specification sheet that serves university publishers as a practical basis for system selection and implementation. Based on theoretical principles for creating an individual workflow model
and analysing processes and requirements, a methodological framework is developed that systematically records the specific requirements of open access publishers.
The focus is on linking actual processes with a structured, generically applicable catalogue of requirements. The resulting requirements specification is divided into a static part with constant information about the publisher and a generic part that can be adapted to individual publishing situations. The approach is supplemented by a collection of work aids and templates that support the analysis and documentation process.
An exemplary application example, the fictitious university publisher OA-UNI-PRESS, illustrates the practical implementation and validation of the developed procedure. The results show that a modular specification sheet can make a key contribution to the structured introduction of WFMS, and at the same time offers a transferable standard for different publishing situations.
Work materials
The following list includes all the necessary working materials. It is possible, on the one hand, to customise the documents and, on the other hand, to enrich the specifications with your own documents that do not originate from the process.
- OA publication workflow for academic books (DOI)
- Manual OA publication workflow (DOI)
- Toolbox for developing an OA workflow (DOI)
- Template process data sheet (PDF)
- Poster process data sheet – process data card (PDF)
- Template list of processes (DOCX / PDF)
- Template process matrix (XLSX / PDF)
- Roles and abbreviations (PDF)
- Template process requirements (DOCX / PDF)
- Template system use case (SAF) (DOCX / PDF)
- Template requirements matrix (XLSX / PDF)
- Template specification (DOCX / PDF)
- Specification example publisher OA-UNI-PRESS (PDF)
The templates are available for download as a ZIP file.
