pkp/pkp-lib#7527 Stamp press identity metadata onto publications

api/v1/submissions/SubmissionController.php

@@ -105,7 +105,7 @@ protected function getCatalogEntryForm(Request $illuminateRequest): JsonResponse
         $publicFileManager = new PublicFileManager();
         $baseUrl = $request->getBaseUrl() . '/' . $publicFileManager->getContextFilesPath($context->getId());
 
-        $catalogEntryForm = new CatalogEntryForm($publicationApiUrl, $locales, $publication, $submission, $baseUrl, $temporaryFileApiUrl);
+        $catalogEntryForm = new CatalogEntryForm($publicationApiUrl, $locales, $publication, $submission, $baseUrl, $temporaryFileApiUrl, $context);
         $submissionLocale = $submission->getData('locale');
 
         return response()->json($this->getLocalizedForm($catalogEntryForm, $submissionLocale, $locales), Response::HTTP_OK);

classes/components/forms/publication/CatalogEntryForm.php

@@ -18,9 +18,11 @@
 namespace APP\components\forms\publication;
 
 use APP\facades\Repo;
+use APP\press\Press;
 use APP\publication\Publication;
 use APP\submission\Submission;
 use PKP\components\forms\FieldAutosuggestPreset;
+use PKP\components\forms\FieldHTML;
 use PKP\components\forms\FieldRichTextarea;
 use PKP\components\forms\FieldSelect;
 use PKP\components\forms\FieldText;
@@ -37,6 +39,7 @@ class CatalogEntryForm extends FormComponent
     public const GROUP_VERSION_AND_UPDATES = 'versionAndUpdates';
     public const GROUP_DISPLAY = 'display';
     public const GROUP_ACCESS = 'access';
+    public const GROUP_PRESS_IDENTITY = 'pressIdentity';
 
     public $id = self::FORM_CATALOG_ENTRY;
     public $method = 'PUT';
@@ -53,8 +56,9 @@ class CatalogEntryForm extends FormComponent
      * @param Submission $submission The submission of this publication
      * @param string $baseUrl Site's base URL. Used for image previews.
      * @param string $temporaryFileApiUrl The url to upload the cover image
+     * @param Press $press The press this publication belongs to
      */
-    public function __construct($action, $locales, $publication, $submission, $baseUrl, $temporaryFileApiUrl)
+    public function __construct($action, $locales, $publication, $submission, $baseUrl, $temporaryFileApiUrl, ?Press $press = null)
     {
         $this->action = $action;
         $this->successMessage = __('publication.catalogEntry.success');
@@ -172,5 +176,41 @@ public function __construct($action, $locales, $publication, $submission, $baseU
                 'description' => __('publication.urlPath.description'),
                 'value' => $publication->getData('urlPath'),
             ]));
+
+        if ($press) {
+            $this->addStampedIdentityField($publication, $press);
+        }
+    }
+
+    protected function addStampedIdentityField(Publication $publication, Press $press): void
+    {
+        $parts = [];
+
+        if ($publication->getData('contextName')) {
+            $parts[] = '<li><strong>' . htmlspecialchars(__('manager.setup.contextTitle')) . ':</strong> '
+                . htmlspecialchars($publication->getPrimaryContextName($press)) . '</li>';
+        }
+        if ($publisher = $publication->getData('publisher')) {
+            $parts[] = '<li><strong>' . htmlspecialchars(__('manager.setup.publisher')) . ':</strong> '
+                . htmlspecialchars($publisher) . '</li>';
+        }
+        if ($publisherLocation = $publication->getData('publisherLocation')) {
+            $parts[] = '<li><strong>' . htmlspecialchars(__('manager.setup.publisherLocation')) . ':</strong> '
+                . htmlspecialchars($publisherLocation) . '</li>';
+        }
+
+        if (empty($parts)) {
+            return;
+        }
+
+        $this->addGroup(
+            ['id' => self::GROUP_PRESS_IDENTITY, 'label' => __('publication.pressIdentity')]
+        );
+        $this->addField(new FieldHTML('pressIdentity', [
+            'groupId' => self::GROUP_PRESS_IDENTITY,
+            'label' => __('publication.pressIdentity'),
+            'description' => __('publication.pressIdentity.description')
+                . '<ul>' . implode('', $parts) . '</ul>',
+        ]));
     }
 }

classes/migration/upgrade/v3_6_0/I7527_IdentityMetadata.php

@@ -0,0 +1,41 @@
+<?php
+
+/**
+ * @file classes/migration/upgrade/v3_6_0/I7527_IdentityMetadata.php
+ *
+ * Copyright (c) 2026 Simon Fraser University
+ * Copyright (c) 2026 John Willinsky
+ * Distributed under the GNU GPL v3. For full terms see the file docs/COPYING.
+ *
+ * @class I7527_IdentityMetadata
+ *
+ * @brief Add the press-specific identity (publisher, publisher location, publisher code) to the
+ *   stamped publication metadata.
+ */
+
+namespace APP\migration\upgrade\v3_6_0;
+
+use Illuminate\Support\Facades\DB;
+
+class I7527_IdentityMetadata extends \PKP\migration\upgrade\v3_6_0\I7527_IdentityMetadata
+{
+    protected function getIdentitySettings(string $settingsTable, string $idColumn, int $contextId): array
+    {
+        $settings = parent::getIdentitySettings($settingsTable, $idColumn, $contextId);
+
+        // publisher, codeType, codeValue share their name between press settings and publication fields.
+        // location is the press setting name; it is stamped as 'publisherLocation'.
+        $rename = ['location' => 'publisherLocation'];
+        $rows = DB::table($settingsTable)
+            ->where($idColumn, $contextId)
+            ->whereIn('setting_name', ['publisher', 'codeType', 'codeValue', 'location'])
+            ->where('setting_value', '!=', '')
+            ->pluck('setting_value', 'setting_name');
+
+        foreach ($rows as $name => $value) {
+            $settings[$rename[$name] ?? $name] = $value;
+        }
+
+        return $settings;
+    }
+}

classes/publication/HasContextIdentityMetadata.php

@@ -0,0 +1,47 @@
+<?php
+
+/**
+ * @file classes/publication/HasContextIdentityMetadata.php
+ *
+ * Copyright (c) 2026 Simon Fraser University
+ * Copyright (c) 2026 John Willinsky
+ * Distributed under the GNU GPL v3. For full terms see the file docs/COPYING.
+ *
+ * @trait HasContextIdentityMetadata
+ *
+ * @brief Press-specific extension of the generic identity resolver: adds publisher,
+ *   publisher code, and code value getters on top of the shared name getters.
+ */
+
+namespace APP\publication;
+
+use PKP\context\Context;
+
+trait HasContextIdentityMetadata
+{
+    use \PKP\publication\HasContextIdentityMetadata;
+
+    /**
+     * Get the stamped publisher name, falling back to the live context value.
+     */
+    public function getPublisher(Context $context): ?string
+    {
+        return $this->getData('publisher') ?: $context->getData('publisher');
+    }
+
+    /**
+     * Get the stamped publisher code type, falling back to the live context value.
+     */
+    public function getCodeType(Context $context): ?string
+    {
+        return $this->getData('codeType') ?: $context->getData('codeType');
+    }
+
+    /**
+     * Get the stamped publisher code value, falling back to the live context value.
+     */
+    public function getCodeValue(Context $context): ?string
+    {
+        return $this->getData('codeValue') ?: $context->getData('codeValue');
+    }
+}

classes/publication/Publication.php

@@ -22,10 +22,13 @@
 use APP\facades\Repo;
 use APP\file\PublicFileManager;
 use APP\publication\enums\VersionStage;
+use PKP\context\Context;
 use PKP\publication\PKPPublication;
 
 class Publication extends PKPPublication
 {
+    use HasContextIdentityMetadata;
+
     public const DEFAULT_VERSION_STAGE = VersionStage::VERSION_OF_RECORD;
 
     /**
@@ -111,4 +114,25 @@ public function getLocalizedCoverImageThumbnailUrl(int $contextId)
             Repo::publication()->getThumbnailFilename($pathParts['basename']),
         ]);
     }
+
+    /**
+     * Stamp press identity onto the publication.
+     */
+    public function stampContextIdentity(?Context $context = null): void
+    {
+        $context ??= $this->getStampingContext();
+        parent::stampContextIdentity($context);
+        $this->setData('publisher', $context->getData('publisher'));
+        $this->setData('publisherLocation', $context->getData('location'));
+        $this->setData('codeType', $context->getData('codeType'));
+        $this->setData('codeValue', $context->getData('codeValue'));
+    }
+
+    public function clearIdentityMetadata(): void
+    {
+        parent::clearIdentityMetadata();
+        $this->setData('publisher', null);
+        $this->setData('codeType', null);
+        $this->setData('codeValue', null);
+    }
 }

dbscripts/xml/upgrade.xml

@@ -211,6 +211,7 @@
         <migration class="PKP\migration\upgrade\v3_6_0\I12772_UserCommentForeignKeys" />
 		<migration class="PKP\migration\upgrade\v3_6_0\I12584_AddPublicationUpdateType" />
         <migration class="PKP\migration\upgrade\v3_6_0\I12800_ReviewPublicationAssociationNullable" />
+		<migration class="APP\migration\upgrade\v3_6_0\I7527_IdentityMetadata" />
 		<code function="rebuildSearchIndex" />
 		<note file="docs/release-notes/README-3.6.0" />
 	</upgrade>

locale/en/manager.po

@@ -731,6 +731,9 @@ msgstr "Publisher"
 msgid "manager.setup.publisherDescription"
 msgstr "The name of the organization publishing the press will appear in About the Press."
 
+msgid "manager.setup.publisherLocation"
+msgstr "Publisher Location"
+
 msgid "manager.setup.referenceLinking"
 msgstr "Reference Linking"
 

locale/en/submission.po

@@ -339,6 +339,12 @@ msgstr "Catalog Entry"
 msgid "publication.catalogEntry.success"
 msgstr "The catalog entry details have been updated."
 
+msgid "publication.pressIdentity"
+msgstr "Press Identity"
+
+msgid "publication.pressIdentity.description"
+msgstr "This metadata was recorded when the publication was published and will not change if the press updates its identity settings."
+
 msgid "publication.invalidSeries"
 msgstr "The series for this publication could not be found."
 

pages/workflow/WorkflowHandler.php

@@ -113,7 +113,7 @@ public function setupIndex($request)
         $baseUrl = $request->getBaseUrl() . '/' . $publicFileManager->getContextFilesPath($submissionContext->getId());
 
         $audienceForm = new \APP\components\forms\submission\AudienceForm($submissionApiUrl, $submission);
-        $catalogEntryForm = new \APP\components\forms\publication\CatalogEntryForm($latestPublicationApiUrl, $locales, $latestPublication, $submission, $baseUrl, $temporaryFileApiUrl);
+        $catalogEntryForm = new \APP\components\forms\publication\CatalogEntryForm($latestPublicationApiUrl, $locales, $latestPublication, $submission, $baseUrl, $temporaryFileApiUrl, $submissionContext);
         $publicationDatesForm = new \APP\components\forms\submission\PublicationDatesForm($submissionApiUrl, $submission);
 
         $publicationLicenseForm = new \APP\components\forms\publication\PublicationLicenseForm($latestPublicationApiUrl, $locales, $latestPublication, $submissionContext);

plugins/generic/googleScholar/GoogleScholarPlugin.php

@@ -169,7 +169,7 @@ public function monographView($hookName, $args)
         }
 
         // Publisher
-        $templateMgr->addHeader('googleScholarPublisher', '<meta name="citation_publisher" content="' . htmlspecialchars($press->getName($press->getPrimaryLocale())) . '"/>');
+        $templateMgr->addHeader('googleScholarPublisher', '<meta name="citation_publisher" content="' . htmlspecialchars($publication->getPrimaryContextName($press)) . '"/>');
 
         // Series ISSN (online)
         if ($series && $issn = $series->getOnlineISSN()) {

plugins/importexport/native/filter/NativeXmlPublicationFilter.php

@@ -62,6 +62,9 @@ public function handleChildElement($n, $publication)
                 $nativeFilterHelper->parsePublicationCovers($this, $n, $publication),
             ],
             'series' => $this->parseSeries($this, $n, $publication),
+            'publisher' => $publication->setData('publisher', $n->textContent),
+            'codeType' => $publication->setData('codeType', $n->textContent),
+            'codeValue' => $publication->setData('codeValue', $n->textContent),
             default => parent::handleChildElement($n, $publication)
         };
     }

plugins/importexport/native/filter/PublicationNativeXmlFilter.php

@@ -66,6 +66,16 @@ public function createEntityNode($doc, $entity)
             $this->addChapters($doc, $entityNode, $entity);
         }
 
+        if ($publisher = $entity->getData('publisher')) {
+            $entityNode->appendChild($doc->createElementNS($deployment->getNamespace(), 'publisher', htmlspecialchars($publisher, ENT_COMPAT, 'UTF-8')));
+        }
+        if ($codeType = $entity->getData('codeType')) {
+            $entityNode->appendChild($doc->createElementNS($deployment->getNamespace(), 'codeType', htmlspecialchars($codeType, ENT_COMPAT, 'UTF-8')));
+        }
+        if ($codeValue = $entity->getData('codeValue')) {
+            $entityNode->appendChild($doc->createElementNS($deployment->getNamespace(), 'codeValue', htmlspecialchars($codeValue, ENT_COMPAT, 'UTF-8')));
+        }
+
         // cover images
         $nativeFilterHelper = new PKPNativeFilterHelper();
         $coversNode = $nativeFilterHelper->createPublicationCoversNode($this, $doc, $entity);

plugins/importexport/native/native.xsd

@@ -99,6 +99,10 @@
 						<element ref="pkp:series" maxOccurs="1" minOccurs="0" />
 						<element ref="pkp:chapters" maxOccurs="1" minOccurs="0" />
 						<element ref="pkp:covers" minOccurs="0" maxOccurs="1" />
+						<!-- Stamped identity fields specific to OMP -->
+						<element name="publisher" type="string" minOccurs="0" maxOccurs="1" />
+						<element name="codeType" type="string" minOccurs="0" maxOccurs="1" />
+						<element name="codeValue" type="string" minOccurs="0" maxOccurs="1" />
 					</sequence>
 					<attribute name="series" type="normalizedString" />
 					<attribute name="series_position" type="normalizedString" />

plugins/importexport/onix30/filter/MonographONIX30XmlFilter.php

@@ -565,7 +565,7 @@ public function createProductNode(DOMDocument $doc, Submission $submission, Publ
         $publishingDetailNode->appendChild($publisherNode);
 
         $publisherNode->appendChild($this->buildTextNode($doc, 'PublishingRole', '01')); // Publisher
-        $publisherNode->appendChild($this->buildTextNode($doc, 'PublisherName', $context->getData('publisher')));
+        $publisherNode->appendChild($this->buildTextNode($doc, 'PublisherName', $publication->getPublisher($context)));
 
         $websiteNode = $doc->createElementNS($deployment->getNamespace(), 'Website');
         $publisherNode->appendChild($websiteNode);
@@ -612,8 +612,8 @@ public function createProductNode(DOMDocument $doc, Submission $submission, Publ
             }
         }
 
-        if ($context->getData('location') != '') {
-            $publishingDetailNode->appendChild($this->buildTextNode($doc, 'CityOfPublication', $context->getData('location')));
+        if ($publisherLocation = $publication->getData('publisherLocation') ?: $context->getData('location')) {
+            $publishingDetailNode->appendChild($this->buildTextNode($doc, 'CityOfPublication', $publisherLocation));
         }
 
         /* --- Publishing Dates --- */
@@ -838,7 +838,7 @@ public function createProductNode(DOMDocument $doc, Submission $submission, Publ
                 $supplierWebsiteNode->appendChild($this->buildTextNode($doc, 'WebsiteLink', $request->url($context->getPath(), 'catalog', 'book', [$submissionBestId])));
             } else { // No suppliers specified, use the Press settings instead.
                 $supplierNode->appendChild($this->buildTextNode($doc, 'SupplierRole', '09')); // Publisher supplying to end customers
-                $supplierNode->appendChild($this->buildTextNode($doc, 'SupplierName', $context->getData('publisher')));
+                $supplierNode->appendChild($this->buildTextNode($doc, 'SupplierName', $publication->getPublisher($context)));
 
                 if ($context->getData('contactEmail') != '') {
                     $supplierNode->appendChild($this->buildTextNode($doc, 'EmailAddress', $context->getData('contactEmail')));

plugins/metadata/dc11/filter/Dc11SchemaPublicationFormatAdapter.php

@@ -111,11 +111,11 @@ public function extractMetadataFromDataObject(&$publicationFormat)
         $this->_addLocalizedElements($dc11Description, 'dc:description', $publication->getData('abstract'));
 
         // Publisher
-        $publisher = $press->getSetting('publisher');
+        $publisher = $publication->getPublisher($press);
         if (!empty($publisher)) {
             $publishers = [$press->getPrimaryLocale() => $publisher];
         } else {
-            $publishers = $press->getName(null); // Default
+            $publishers = $publication->getData('contextName', null) ?: $press->getName(null); // Default
         }
         $this->_addLocalizedElements($dc11Description, 'dc:publisher', $publishers);
 
@@ -195,7 +195,7 @@ public function extractMetadataFromDataObject(&$publicationFormat)
         }
 
         // Source (press title and pages)
-        $sources = $press->getName(null);
+        $sources = $publication->getData('contextName') ?: $press->getName(null);
         $pages = $publication->getData('pages');
         if (!empty($pages)) {
             $pages = '; ' . $pages;