PMI 101

1. Updated: 3/6/14 PMI 101

2. Brief Overview of what you can expect • PMI Process • Basecamp • PMI Template (incl HEOA) • Stages of a PMI • PMI Community Page • Weekly PMI Audit • Questions and Answers

3. What is a PMI? What is PMI?Product Messaging Information

4. PMI Specialists: • PMI Specialists Role: • Populate Basecamp with initial record • Sends weekly status reports • Secure copywriter and copyeditor • Update Basecamp • When back from copywriter and copyeditor • Close record when team completes • Sends final PMI to MSA on Scott Souders’ team to enter into ORCA • Nicole SalaMichelle CribbinIan KerrRefer to the contact list out on PMI website for the disciplines they cover

5. TYPICAL PROCESS FLOWCHART

6. PMI SCHEDULE • Stage 1 Brief posted 9 months prior to pub date • Contact your PMI specialist if you need a title loaded in Basecamp • Team is to make PMI final by six (6) months prior to pub • Used by Reps in Magellan • Sent to resellers/retailers such as Amazon and Barnes & Noble to meet retail buying schedules • Posted to our website to comply with HEOA (allows reps to present title)

7. Basecamp

8. What is Basecamp?

9. https://pmidocs.basecamphq.com/login Basecamp Login Contact your PMI Specialist if you forgot your username or password

10. Dashboard List of ALL Disciplines you are assigned to!

11. Overview Tab List of ALL team members assigned to this discipline

12. Message Tab Click “Post a new message” to compose message

13. Message Tab Message sent to Outlook email March 2011

14. Writeboard Tab

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

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

17. Writeboard Tab (Compare) Compare to see changes

18. Writeboard Tab (Compare Mode) Color Key Tip: Copy to Word for easier editing

19. Files Tab When the PMI was sent to ORCA

20. PMI Template

21. 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 PMI Heading Author: Sala/Cribbin/Kerr Title/Subtitle/Edition: PMI 101, 1E ISBN 13: 9780495000000

22. Specs Total Page Count: total number of pages Trim Size: dimensions of the book Colors: number of colors inside the book Binding: type of book ie: softcover, hardcover Imprint: Cengage Learning

23. Variations • Alternate Formats: • Different bindings – same TOC (softcover, hardcover, or looseleaf) • Required by law to disclose - HEOA • Alternate Versions: • Same family, different TOC • Used for splits, volumes, etc. Do not include International and Instructor Editions

24. Please indicate the International Treatment for this title:____ none (will sell US Edition globally)____ ISE treatment (International Version Section must be completed at the end)____ AISE treatment (International Version Section must be completed at the end) • Related Products:(different family)[website]

25. Product Descriptions • Faculty Description:[Instructor Product Pages, Magellan] • Student Description:[CengageBrain] • Book/Only/eBook Description:[websites, Magellan, ebook agency vendors] • iNET/Retail Description:[Hot sheets, datafeeds] • Faculty One-Line Description:[Magellan, Back to Campus Email]

26. Market Descriptions • Market Description - Academic:[academic hot sheets] • Market Description – Retail:[retail hot sheets, title cards] • Trade Marketing Notes (TMN) Description – Retail:[retail hot sheets] • Retail Audience Description:[retail hot sheets]

27. Author Information:[all apps, feeds, and sites – affiliation & bio – product pages] • 1st Author Name: • Affiliation: • Bio: • Product Manager, & Marketing Manager:[Magellan] • Product Manager: • Marketing Manager:

28. New to the Edition: Required Information for the HEOA

29. Table of Contents:[product pages, Magellan] • Supplements:[product pages, Magellan] • Supplement Information • DESCRIPTIONS – All saleable supplements must include both Instructor and student descriptions

30. CengageBrain ebook, Bundles, Series Name & EPP • CengageBrain eBook Content Default Access Length:[website] • 6 Months (typically used one semester) • 1 Year (typically used in 2 semesters) • 2 Years (typically used in 3 or more semesters) • Bundle ISBNs to be in Magellan/Cengage.com: [Magellan, website] • Series Name: [Product Pages] • Enhanced Product Pages (EPP)[Product Pages]http://inside/sites/APG/mktg/web/epp/default.aspx

31. Channel Flag:[Magellan] • HED/Career College Yes___ No___ • High School Yes___ No___ • Retail/Professional Yes___ No___ • Course Codes:[Magellan] • Primary Course Code (1 max): • Secondary Course Code: • Additional Course Codes: • Internet Indexing:[websites] • Catalog: ENDECA OR INET • Section: • Discipline: • Subject: • Topic:

32. Most current editions/not yet published • Competition:[Magellan] • Custom[Magellan] • For the Custom Tab in Magellan: • Reviewer Quotes: [website, Magellan, Reseller 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

33. Demo URL:[websites] • Related Links:[website] • Key Words[website search] • Interview Guide: [Magellan] • 1A. Things to ASK: • 1B. THINGS to KNOW: • 1C. THINGS to SHOW:

34. International Versions:[websites, Magellan] • Author: • Title: • ISBN-13: • ISBN-10: • Table of Contents (should reflect what was agreed to in GPP Versioning Meeting) *Please check one:* ___ Same as US TOC listed above ___ Alternate TOC per Version Plan (AISE REQUIRED: List alternate TOC below) Alternate Table of Contents:

35. Stage 1 Brief a Stage 2 Draft

36. Overview of the PMI Process Stage 1 Brief

37. Stage 1 Brief: In Basecamp • PMI Specialist: Will post the PMI to Basecamp 9 months out prior to Pub Date. • Log in → Select your discipline → Click the whiteboards tab • ← Labeled: (Stage 1 Brief) • Team: Now can go in and edit the PMI. March 2011

38. Stage 1 Brief: TemplateWhat information will it include? • 1st Edition: All fields empty except = • Author: • Title: • ISBN: 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 specialist. • 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. A critical component in being compliant with the Higher Education Opportunity Act.

39. Marketing person will notify the PMI Specialist 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?

40. Completed Stage 1 Brief – Editing Closed What you will see in Basecamp: • PMI Specialist: 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.

41. Stage 2 DraftaFinal Refining and Finalizing

42. Upon return from the Copywriter or Copyeditor – PMI Specialist 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

43. Where to find the Draft

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

45. Marketing person notifies the appropriate PMI Specialist • 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 in the ORCA Change Form • Permanently stays on the Files tab

47. http://solutions.cengage.com/PMI/

48. Weekly Audits Help You Manage your PMIs • Includes Tips & Tricks for using the audit • Includes a link to the audit files posted to the PMI Community Page

49. Weekly Audit eMail Includes Current Status Grid Pub Team Counts – PMIs Done, PMIs to be done, PMIs for AutoRolls MOST IMPORTANT: PMIs to be completed & AutoRolled PMIs to be completed (do those first) Color Key for reading the Audit Spreadsheet

50. Audit Spreadsheet has Valuable Information • AutoRoll (which wave) | In Magellan (IPR=Y if it is) |Ready for the web (EPR = Y if it is) In ORCA? S=date sent to MSA for entry P=date MSA posted PMI to ORCA Other useful info: Pub Date/Instock Date (for EIS) ISE/AISE pub date (alerts you there is an Int’l treatment)