Randy Frey Director, Editing and Graphics Services

1. How to Use GRADS Randy Frey Director, Editing and Graphics Services

2. 1. Personal Draft 2. Public Draft 3. Submit for Sign-off 4. CTL Sign-off 5. Dataquest Mgmt Sign-off 6. To Editing Services 7. First Edit 8. Final Edit 9. Analyst Sign-off 10. Committed 1. Only author can view 2. Any subscriber can view 3. Analyst no longer touches 4. CTL approves RU 5. Often conditional 6. Ready for Editing 7. QAs to author 8. Final production stages 9. Analyst approves 10. Document released GRADS Workflow

3. Personal Draft • Author creates Dataquest Perspective in GRADs (Work-in-Progress database) • Creator of RU selects valid Dataquest Perspective type • Core Topics and Key Issues are selected • Author adds any users or groups that should view RU • Author attaches Microsoft Word document in appropriate template • Author promotes personal draft to public draft

4. Public Draft • Other users can comment on RU via response messages • Comments are NOT made directly to Word document • Author revises public draft based on feedback and reposts updated version • Following peer review, author promotes Perspective to Sign-off

5. Sign-Off Stages • Submit for Sign-Off • Author promotes RU to submit for sign-off for CTL and Dataquest Mgmt to review the RU • CTL Sign-Off • Core Topic Leader will review and sign-off RU (either conditionally or unconditionally) • DQ Mgmt Sign-Off • Author's Manager will review and make recommendations on RU, as appropriate • Author revises the RU based on feedback from Manager/CTL • Manager signs-off RU • After conditions are met, Research Editor promotes RU to Editing Services

6. Editing Stages • To Editing Services • Author will not make changes to the RU without contacting the editor • Editor copies RU to the Editor's Workspace • If problems or other issues with RU, the editor communicates with author to resolve problems • If any issues arise during the editing process, editor or author may refer to the original RU in the Editor's Workspace database • First Edit • Editor reads document for clarity, grammar, DQ style • Final Edit • Document is proofed, corrections made, graphics imported

7. Final Stages • Analyst Sign-Off • Analyst/author signs off on the RU when all edits have been successfully incorporated into document • Committed • Editor commits RU in GRADs • PostScript file is created for paper delivery • MIF file is created and run through DocVerter for creation of HTML and SGML versions of document (Web and CD delivery)

8. Perspective Templates • There are now 10 Dataquest Perspective templates in Microsoft Word: • Market Analysis market.dot • Competitive Analysis compete.dot • Event Summary event.dot • Technology Analysis technology.dot • Product Analysis product.dot • Forecast Analysis forecast.dot • Channel Analysis channel.dot • Vendor Analysis vendor.dot • End-User Analysis user.dot • Dataquest Predicts predicts.dot

9. Perspective Types • Market Analysis • Analytical newsletters that explore the dynamics of IT markets, winners and losers, major shifts, and industry trends • Competitive Analysis • A newsletter that provides analysis and insight on a wide number of competitive topics, including vendor strategies for success, vendor product directions, marketing strategies, and support strategies

10. Perspective Types • Event Summary • Recaps and summaries of information presented via teleconference calls, breakfast briefings, or conferences, or recaps of industry trade shows or exhibitions • Technology Analysis • Focuses on a specific technology and compares and contrasts to competing technologies. Focuses on strengths, weaknesses, and potential opportunities of a given technology

11. Perspective Types • Product Analysis • A topical newsletter that compares and contrasts products competing in the market segment. Includes product strategies and products as groups and focuses on strengths, weaknesses, features, and prices • Forecast Analysis • Analytical newsletters that present forecast data, including market inhibitors, market accelerators, and recommendations on what the client should do going forward

12. Perspective Types • Channels Analysis • Addresses a discrete single event in the market such as a new vendor channel program or a competitor acquisition by a reseller, or an ongoing channel issue such as the role of ISPs in distribution. • Vendor Analysis • Analyses a vendor’s competitive position and strategies, focusing on the company’s strengths and weaknesses and exploring the threats and opportunities that lie ahead.

13. Perspective Types • End-User Analysis • Research newsletters presenting the results of Dataquest’s investigations into end-user markets • Dataquest Predicts • Newsletters that take a bold, opinionated, often controversial look at key issues, products, and trends in the IT industries. Dataquest examines where the industries are heading and makes predictions about why, when, and how events will happen

14. Prspct98.dot Template • DocVerter will fill in the tags • Author writes directly in template • Editor edits directly in template • One document created for multiple services • No variations to page layout allowed • Author should apply styles as he/she writes • Final pagination done by Editor

15. Prspct98.dot Template • Figures pasted into final document as .eps files • Simple tables created using Word Tables feature • Complex tables imported from Excel files • Author should apply styles as he/she writes • No variations to page layout allowed

16. About the GRADS Database The GRADS application has eight primary databases: • Discussion • Work In Progress • Committed • Committed RUs Only • Lookup • Discussion Archive • Help • Editor’s Workspace

17. Adding and Opening Databases • Launch Lotus Notes • Double-click on a tab and name that tab GRADS • Choose File Database Open • Enter your password • In the server drop down field select your regional server as follows: • San Jose and US west coast associates - Picasso • Lowell and US east coast associates - Matisse • European associates - Lowry • Japan associates - Dali • Singapore, Hong Kong and other AP associates - Monet

18. More About Adding and Opening Databases • Double-click on each of the following icons to add them to your GRADS tab: • GRADS V2.0 Help • GRADS V2.0 Committed • GRADS V2.0 Committed RUs Only • GRADS V2.0 Editor’s Workspace • GRADS V2.0 Discussion • GRADS V2.0 Lookup • GRADS V2.0 Work in Progress • You can arrange the icons in any order you like by simply dragging them around the tab

19. About Database Panes • In each database, you can display one, two, or three panes.

20. The Navigation Pane • By default, the Navigation pane is displayed on the left side of the screen • It contains a standard hierarchical list of database components • The Navigation pane displays the names of the views, folders, and other elements of the database • Views are lists of the documents in the database • Folders are a way to store and manage documents

21. More about Panes • The View Pane displays the contents of the selected view or folder • The Preview Pane can be used to display a third pane across the bottom of the screen. • Displays the contents of the selected document • Three possible locations for the Preview Pane • Panes can be displayed, hidden, or resized to best suit your working style

22. What You Can Do From A View • Every view is just another way of sorting documents. You can do the following in a view: • Open documents • Navigate to specific documents • Forward documents to other Notes users • Select documents to act on as a group • Print documents • Group documents • Find text in documents

23. Expanding and Collapsing Views • You can control what level of documents are displayed in a view at any given time • To expand a category by one level, either double click it or select it and press the (+) key on the keypad • To expand a category to show all levels, select it and press the (*) key on the keypad • To collapse a category by one level, select it and press the (-) key on the keypad • To collapse all levels, choose View-Collapse All

24. Unread Documents • Notes indicates the documents you have not opened yet by displaying a star () in the left margin of a view. • You can also mark documents read without opening them, or mark documents unread that you have already opened, perhaps to draw your attention to them later • Choose Edit - Unread Marks - Mark All Read (or Mark All Unread) • Choose Edit - Unread Marks - Mark Selected Read (or Mark Selected Unread)

25. Viewing Attachments • Left-click on attachment and choose either View, Detach, or Launch • View—will open document in Microsoft Word but will now allow you to make changes to it. • Detach—saves an attached file to disk. If more than one file is attached to a document, you can save some or all of the files to disk at once. • Launch—will launch the application in which the attachment was created.

26. Responding to Postings • Responses enable a user to conduct electronic discussions on a particular topic • A response may be used to provide feedback, collaborate on a research topic, sign off on an RU, or comment on edits made to a particular document • To respond to a document, View that document (to read it). Click on the Respond button. A new response form will appear, enabling you to enter your response. • To respond to a response, click on the Respondto this Response button

27. Creating Documents • To create a new main document, choose Create, Dataquest Perspective • Click on the correct Perspective type • Type or paste in your title and abstract • Click on the Core Topics button to select the proper Core Topic • Click on the Primary KBI button and choose one primary KBI • If applicable, click on the Secondary KBIs button and choose additional KBIs • Attach your Word file in the appropriate template

28. Interest Groups • A research or organizational area in which several people may have a common interest • All Groups • By Analyst • When a user opens the GRADS database, he or she sees only those documents tagged to the interest groups to which they subscribe • When a user replicates the GRADS database, only those documents tagged to the interest groups to which they subscribe are replicated • Analysts may subscribe to any interest group of their choice

29. Subscribing to Interest Groups • Users can subscribe to a group or to an analyst • Select View - Interest Groups - All Groups in the GRADS Lookup database • To subscribe to a group, select that group and choose Action - 2. Subscribe to Interest Group • To see all discussions and documents in GRADS, subscribe to the GRADMaster Interest Group • To cancel a subscription to a group, select that group and choose Action - 3. Cancel Group Subscription

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