Gale Product Information Process

1. Gale Product Information Process PMI 101 Samantha Lankford Andrea McNairy Nicole Sala Caroline Concilla Kelly Sprague

2. Brief Overview of what you can expect • What is a PMI • Why a PMI Process • PMI Process for Gale • Basecamp • Gale PMI Template • Stages of a PMI • PMI Inside Page • Weekly PMI Audit • Questions and Answers

3. What is PMI • PMI is an acronym for Product Messaging Information • The PMI includes the marketing message… • Should grab a potential customer’s attention, tell them briefly how the product can solve their problem, and why they should choose to select it over and above others • The message answers these basic questions:  What is the product?  What does the product do? How can it help the customer? Why should the customer care about the product?  How is the product different? • While it gets tweaked depending on where it's deployed, good info is essentially “write once, use everywhere” • It flows directly to the web catalog, retail feeds and Magellan • It is the starting point for direct mail, community/special sites and email marketing campaigns

4. PMI Process • The product information process is the gathering and creation of product information such as product description, market information, product features & benefits and author information  • Teams work collaboratively to gather and input product information into a program called Basecamp • Once the team finalizes the information, it is uploaded into ORCA which then feeds to the various systems and sites • Thoughtful and timely PMIs are a key element in the • early stages of the promotion process

5. Why a PMI Process • To prepare for the migration of Gale products into ORCA • ORCA is the comprehensive product information hub that feeds customer and sales rep systems such as… • Magellan/Seibel • Our dynamically-driven web catalogs • Data feeds to Amazon and other online sellers • How the product information is used… • Reps use the product information to sell • Our customers review the information to determine if they want to review the product • Datafeed customers use it to display products and build awareness

6. Gale PMI Plan • Folks that will have a direct role in the creation of the product information: Program Manager, Strategist, Product Manager, Editorial • PMI team ‘contact’ lead = Strategist • Utilize PMI Coordinators to help facilitate process • Product information process timing: • Print products – Start 9 months prior to publication; visible to customers 6 months prior to publication • Online products – 6 months prior to launch; visible to customers 3 months prior to launch • Products within program: • Print & Online, though required information for each will vary • Thorndike Press and 3rd party ebooks will utilize a different process

7. Initial Product Data Pulled from systems (ORCA/JDE/ORACLE) Stage 1 PMI with initial data Posted on Basecamp Gale team verifies content & adds needed product information Teams have 3 options: - PMI can go to a copywriter (will rewrite the PMI) - PMI can go to a copyeditor (who will only check for spelling, formatting and grammar) - PMI can go directly to ORCA as the final PMI Goes to Marketing for initial review/check PMI back in Basecamp for Team final approval Copyeditor makes final checks This same product information is the starting point for all ad copy (i.e. for print, email, catalogs) Final PMI sent to ORCA MSA for upload Product information displays on the Web and Magellan*** Gale PMI Process Overview

8. PMI Roles • PMI Coordinators: • Populate Basecamp with initial record • Sends weekly status reports to teams • Secure copywriter and copyeditor • Update Basecamp • When back from copywriter and copyeditor • Close record when team completes • Sends final PMI to Kelly Sprague to enter into ORCA • ORCA Admin: • Upload final PMI into ORCA (ORACLE as well short-term for Gale) • Flip ‘flag’ so information feeds to appropriate systems/sites • PubCo: • Review pre-populated data • Add additional needed product information • Edit/approve PMI • Strategist, Program Manager; Product Manager/Editorial (Strategist is lead)

9. Basecamp

10. What is Basecamp? January 2011

11. https://pmidocs.basecamphq.com/login Basecamp Login Contact your PMI Coordinator if you forgot your username or password January 2011

12. Dashboard List of ALL Disciplines you are assigned to! December 2010

13. Overview Tab List of ALL team members assigned to Gale December 2010

14. Message Tab Click “Post a new message” to compose message January 2011

15. Message Tab Message sent to Outlook email December 2010

16. Writeboard Tab January 2011

17. Writeboard Tab (cont.) Shows who worked on the PMI Click here to edit Compare to see changes Tip: Copy to Word for easier editing January 2011

18. Writeboard Tab (Edit Mode) Click here to save Tip: Copy to Word for easier editing January 2011

19. Writeboard Tab (Compare) Shows who worked on the PMI Compare to see changes Tip: Copy to Word for easier editing January 2011

20. Writeboard Tab (Compare Mode) Color Key January 2011

21. Files Tab When the PMI was sent to ORCA January 2011

22. PMI Template

23. PMI Required Areas • Pre-populated Areas: (You will need to just confirm) • Author Title/Subtitle/Edition ISBN 10/13 or Product Number • Imprint Imprint # Volume Number • Binding Media Type Audience Code • Areas you will need to populate: • Product Description One-liner Description Market Description • Author Information Team Information Key Features • New to Edition Table of Contents Subject Assigning • Sales Channels Indication January 2011

24. PMI Heading(R) Author: Sala/McNairy/Lankford Title/Subtitle/Edition: PMI 101, 1E Volume Number: Volume 18 ISBN 13 or Product Number: 9780495000000 ISBN 10: 0495000000 PMI Population • Only the PMI heading will be filled in when working on a 1st edition PMI • Revision PMIs will include additional fields populated with previous edition information January 2011

25. Specs Total Page Count (R): total number of pages Trim Size (R): dimensions of the book Colors (R): number of colors inside the book Binding (R): type of book ie: softcover, hardcover Imprint (R): Publishing Company ie: Brooks/Cole Number of Volumes: this is the number of volumes that will be shipped for this particular ISBN Lexile Level: indicate either an individual's reading ability or the difficulty of a text ie: 975L January 2011

26. Variations • Alternate Formats: • Different bindings – same TOC (ebooks, softcover, hardcover, looseleaf) • Alternate Versions: • Same family, different TOC • Used for splits, volumes, etc. January 2011

27. Product Descriptions • Related Products:(different family)[Website] • Product Description :(R) [Web Product Pages, Magellan/Siebel, Data Feeds] Character Limitations – 1,500 characters with spaces • One-Line Description:(R) [Magellan/Siebel]Character Limitations – 250 characters with spaces • Market Description:(R) [Specialized catalogs] Character Limitations – 1,900 characters with spaces January 2011

28. Author, Illustrator, Contributor • Author Information:(R) Product Team to indicate ‘NA’ if eBook/online [All apps, feeds, and sites – affiliation & bio – product pages] • 1st Author Name: • Affiliation: • Bio: • Illustrator Information:[All apps, feeds, and sites – product pages] • 1st Illustrator Name: • Affiliation: • List of publications illustrated: • Contributor Information:[all apps, feeds, and sites – affiliation & bio – product pages] • Contributor Name: • Affiliation: January 2011

29. Editorial, Advisory, Team • Editorial Board Information:[All apps, feeds, and sites - product pages] • Name: • Affiliation: • Advisory Board Information:[All apps, feeds, and sites – product pages] • Name: • Affiliation: • Team: Product Manager/Editorial, Program Manager & Strategist:(R)[Magellan/Seibel] • Product Manager/Editorial: • Program Manager: • Strategist: January 2011

30. New to this Edition Features, TOC, Supplements • New to this Edition Features:(R) [Website, Magellan/Seibel] • Key Features: (R) [Website, Magellan/Seibel] • Table of Contents:(R)[Website, Magellan/Seibel] • Supplements:[Website, Magellan/ Seibel] January 2011

31. Bundles, Series Name & Channel Indication • Bundle ISBNs to be in Seibel/Cengage.com: [Website, Magellan/Seibel] • Series Name: [Website, Magellan/Seibel] • Sales Channel:(R) [Magellan/Seibel] • Academic Yes___ No___ • School/K-12 Yes___ No___ • Public Yes___ No___ • Gov’t/Special Yes___ No___ January 2011

32. Subject Assigning, Imprint/Special Catalogs • Subject Assigning:(R) [Website, Magellan/Seibel] • Primary Subject (1 max): • Secondary Subject: • Additional Subject: • For Imprint/Special Catalogs:(R) [Websites] • Imprint #: • Media Type: • Audience Code: January 2011

33. Competition, Quotes/Testimonials Most current editions/not yet published • Competition:[Magellan/Seibel] • Quotes/Testimonials: [Website]QUOTE 1: • Provide First and Last Name of Reviewer: • Reviewer’s school/affiliation: • Quote: *Please check one of the options below for your reviewer quote – if you do not check one the reviewer quotes cannot be displayed on the website* ___ Written approval – display on website ___ No Written approval – will not display on website January 2011

34. Awards, Demo URL, Related Links, Key Words • Awards:[websites] • Award Title: • Award Title: • Demo URL:[websites] • Related Links:[website] • Key Words[website search] January 2011

35. Stage 1 Brief a Stage 2 Draft

36. Initial Product Data Pulled from systems (ORCA/JDE/ORACLE) Stage 1 PMI with initial data Posted on Basecamp Gale team verifies content & adds needed product information Teams have 3 options: - PMI can go to a copywriter (will rewrite the PMI) - PMI can go to a copyeditor (who will only check for spelling, formatting and grammar) - PMI can go directly to ORCA as the final PMI Goes to Marketing for initial review/check PMI back in Basecamp for Team final approval Copyeditor makes final checks This same product information is the starting point for all ad copy (i.e. for print, email, catalogs) Final PMI sent to ORCA MSA for upload Product information displays on the Web and Magellan*** Gale PMI Process Overview

37. Stage 1 Brief: In Basecamp • PMI Coordinator: Will post the PMI to Basecamp 9 months out prior to pub date for print/6 months out for online • Log in → Select your discipline (Gale)→ Click the whiteboards tab • ← Labeled: (Stage 1 Brief) • Team: Now can go in and edit the PMI January 2011

38. Stage 1 Brief: TemplateWhat information will it include? • 1st Edition: All fields empty except = • Author Title/Subtitle/Edition ISBN 10 & 13 or Product Number Volume Number Imprint Imprint # • Binding Media Type Audience Code Revised Editions: 2nd Edition (and beyond) • The PMI will have as many field’s filled out using the information from the previous edition beforehand by the PMI coordinator. • Revised Editions: The information that is presented to you in the Stage 1 Brief is all the previous edition information. During this stage you will update & rework the content to reflect the new edition information and marketing message. January 2011

39. The Strategist, as the ‘point person’ will notify the PMI Coordinator of the next phase. 3 Options: To Copywriter, OR To Copyeditor, OR To ORCA (Will not go to Stage 2 Draft, goes Final immediately) Completing the Stage 1 Brief: All required fields are complete – what next? *The Strategist associated with each team is the point person that will work with the PMI Coordinator to drive the PMI to completion. January 2011

40. Completed Stage 1 Brief – Editing Closed What you will see in Basecamp: • PMI Coordinator: Closes all editing on PMI and sends the PMI on to the next phase. • Labeled: zzz EDITING CLOSED. • * Once a PMI status in Basecamp has been changed to EDITING CLOSED, there is to be no additional editing until the PMI is returned and posted back into Basecamp as a Stage 2 Draft. January 2011

41. Stage 2 DraftaFinal Refining and Finalizing

42. Upon return from the Copywriter or Copyeditor – Sent to Strategist for approval prior to being posted in Basecamp PMI Coordinator will post to Basecamp Copywriter evaluation is added to Draft Fill this out to ensure quality work is being provided Can be filled out by anyone on the team Stage 1 Brief a Stage 2 Draft January 2011

43. Where to find the Draft January 2011

44. Message sent to team Appears in Message Tab Sent to each person’s email Message requests edits & approval Stage 2 Draft - Message January 2011

45. Strategist notifies the appropriate PMI Coordinator • Going Final: • Sent to a copyeditor, then to the appropriate ORCA MSA • Copyeditor provides one last “polish” to the PMI • Sent to the ORCA MSA • Final version remains on Writeboard tab for 30 days, labeled with “zzz EDITING CLOSED Final PMI for… “ so it drops to the bottom of page Going Final

46. FilesTab • Posted to the Files tab • No edits may be done at this stage • Any changes must be sent to the MSA/Kelly in the Gale ORCA Change Form • Permanently stays on the Files tab January 2011

47. Inside >APG >Marketing >PMI December 2010

48. Weekly Audit MOST IMPORTANT: PMIs to be completed Color Key for reading the Audit Spreadsheet January 2011

49. Thank You! Questions?? For more information please visit the PMI Inside page: http://inside/sites/APG/mktg/pmi/default.aspx January 2011