PMI 101 Updated: 6/22/12

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

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

PMI Coordinators: (as of December 2011) PMI Coordinators 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 Sala Andrea McNairy Jamie Lupo-Petta Nicole Sala Andrea McNairy Jamie Lupo-Petta Refer to the contact list out on PMI Community page for the disciplines they cover

TYPICAL PROCESS FLOWCHART

PMI SCHEDULE Stage 1 Brief posted 9 months prior to pub date  Contact your PMI coordinator 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)

Basecamp

What is Basecamp?

Basecamp Login Contact your PMI Coordinator if you forgot your username or password

Dashboard List of ALL Disciplines you are assigned to!

Overview Tab List of ALL team members assigned to this discipline

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

March 2011 Message Tab Message sent to Outlook

Writeboard Tab

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

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

Writeboard Tab (Compare) Compare to see changes

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

Files Tab When the PMI was sent to ORCA

PMI Template

PMI Heading Author: Sala/McNairy/Lankford Title/Subtitle/Edition: PMI 101, 1E ISBN 13: ISBN 10:  Only the PMI heading will be filled in when working on a 1 st edition PMI  Revision PMIs will include additional fields populated with previous edition information PMI Population

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: Publishing Company ie: Brooks/Cole

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 Variations

 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]

 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 ] Product 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] Market Descriptions

 Author Information: [all apps, feeds, and sites – affiliation & bio – product pages]  1st Author Name:  Affiliation:  Bio:  Acquisitions Editor, Marketing Manager & Program Manager: [Magellan]  Acquisitions Editor:  Marketing Manager: Softside Only:  Program Manager:

New to the Edition: Required Information for the HEOA

Supplement Information KEY FEATURES – Required for substantial changes Multiple benefits to having descriptions and key features called out for ancillaries  Table of Contents: [product pages, Magellan]  Supplements: [product pages, Magellan]

 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] CengageBrain ebook, Bundles, Series Name & EPP

 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: HED, Professional, School  Section:  Discipline:  Subject:  Topic:

 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 Most current editions/not yet published

 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:

 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:

Stage 1 Brief  Stage 2 Draft

Overview of the PMI Process Stage 1 Brief

March 2011 Stage 1 Brief: In Basecamp PMI Coordinator: 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.

Stage 1 Brief: Template What information will it include? 1 st Edition: All fields empty except = Author: Title: ISBN: Revised Editions: 2 nd 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. A critical component in being compliant with the Higher Education Opportunity Act.

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) All required fields are complete – what next? Completing the Stage 1 Brief: *Point Person: We encourage each team have a point person to work together with the PMI Coordinator to drive the PMI to completion.

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.

Stage 2 Draft   Final Refining and Finalizing

Stage 1 Brief  Stage 2 Draft Upon return from the Copywriter or Copyeditor – Sent to Marketing Communications Manager (MCM) 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

Where to find the Draft

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

Point person 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

Files Tab 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

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

Weekly Audit 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

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

Thank You! For more information please visit the PMI Community page: Questions??