Description

An article may be assigned to one or more categories for indexing purposes. These can include subject areas, human-readable article types, collection names and so on.

User Stories

Author

As an author, I want to see the categories applied to my article so that I can confirm this is correct.

Production staff

As production staff, I want to be able to change the article categories so that I can correct any errors.
As production staff, I want to be able to add custom categories to an article so that I can compile ad-hoc collections or search terms.
As production staff, I want to be able to add categories in multiple languages so that I can include translated subject areas, article types etc.

But what if . . . ?

a publisher has specific display requirements for a category? Should this be reflected in the proof?

Considerations

This is covering terms applied at the article heading level. Keywords, which can be applied at the article level or on a more granular level throughout the article are covered in #23. These are distinct in JATS and tend to get referred to as separate entities.
Categories can include preset lists of terms (e.g. the major subject areas a journal is organised into, the list of article types it publishes etc).
At eLife, one or two major subject areas are allowed per research-type article. Non-research content does not need to have an MSA, but can have one.
Éruidt needs support for multiple levels of categories, up to a maximum of 3 levels.
Beyond subject areas, eLife sorts articles into types. E.g. Research article, Tools and resources, Short report, Editorial, Insight etc. These are human-readable types and do not always reflect the NLM article-type value included in article. For example, Research article, Tools and resources, Short report, Registered report, Replication study and Research communication all share the 'research-article' value for @article-type.
eLife also supports an additional 'subsection' category that is used to prefix the title in non-research content. This is currently captured in <subj-group subj-group-type="sub-display-channel"> within the <article-categories> group; however this is a legacy of our previous hosting platform. Allowing this is a requirement, but we are open to changing how it is captured. The published display of this 'subsection' label looks like:

Érudit and other publishers need to support categories in multiple languages.

XML requirements

Major subject areas at eLife are captured as <subject> elements in a <subj-group subj-group-type="heading"> element. They are captured as children of article-categories. 0-2 subjects allowed in eLife articles

<article-categories>
     <subj-group subj-group-type="heading">
          <subject>Epidemiology and Global Health</subject>
          <subject>Human Biology and Medicine</subject>
     </subj-group>
</article-categories>

<article-categories>
    <subj-group subj-group-type="heading">
        <subject>Articles</subject>
        <subj-group subj-group-type="heading">
            <subject>Review Articles</subject>
            <subj-group subj-group-type="heading">
                <subject>Report</subject>
            </subj-group>
        </subj-group>
    </subj-group>
    <subj-group subj-group-type="heading" xml:lang="en">
        <subject>Articles english</subject>
        <subj-group subj-group-type="heading" xml:lang="en">
            <subject>Review Articles english</subject>
            <subj-group subj-group-type="heading" xml:lang="en">
                <subject>Report english</subject>
            </subj-group>
        </subj-group>
    </subj-group>
</article-categories>

eLife are not wedded to the @subj-group-type value given.

@xml:lang can be used on the subj-group element if needed.

Subjects and keywords are currently under JATS4R public review

eLife defines article type as a subject in front/article-meta/article-categories

<article-categories>
        ...
        <subj-group subj-group-type="display-channel">
                <subject>Research Article</subject>
        </subj-group>
</article-categories>

Example of article-categories for an article with sub-display-channel (as mentioned in the considerations):

<article-categories>
    <subj-group subj-group-type="display-channel">
        <subject>Insight</subject>
    </subj-group>
    <subj-group subj-group-type="heading">
        <subject>Cancer Biology</subject>
    </subj-group>
    <subj-group subj-group-type="sub-display-channel">
        <subject>Biomarkers</subject>
    </subj-group>
</article-categories>

Érudit need the ability to allow multi-language subj-groups:

<article-categories>
    <subj-group subj-group-type="heading" xml:lang="en">
        <subject>Front Matter</subject>
    </subj-group>
    <subj-group subj-group-type="heading" xml:lang="fr">
        <subject>Liminaire</subject>
    </subj-group>
</article-categories>

substance / texture

Article categories #1342