1. Content & the Supply Chain
February 13th 2018

2. Content & the Supply Chain
Market context Challenges: Adding Value To Be: A Future Model Author Tools MVP

3. Access & Discoverability
Content & the Supply Chain
Market Context
Technology
Dissemination
Access & Discoverability

4. Access & Discoverability
Content & the Supply Chain
Market Context
Technology
Dissemination
Access & Discoverability
Open Platforms
Open Research
SCNs
Generic Search
Open Access

5. Content & the Supply Chain
Market Context
Vocal criticism of publishers as peddling outmoded
business models and defending vested interests

6. Content & the Supply Chain
Market Context
Criticism of publishers as a proxy for quality

7. Content & the Supply Chain
Market Context
Scholarly publishing needs to be sustainable
Needs to deliver genuine added value
That value needs to be perceived by all stakeholders as well as real

8. Challenges – Adding Value
Content & the Supply Chain
Challenges – Adding Value
Programme to rethink our supply chains
Start with mapping our existing processes
Workshops with representation from all functions
How can processes be re-engineered to take advantage of new tools and techniques?
How can we re-describe tasks to come up with a new “To Be” workflow?

9. Content & the Supply Chain
To Be: A Future Model
Publishing timeline divided into key stages
1.1: Concept
1.2: Proposal
1.3: Kickoff
1.4: Project
1.5: Sales
1.6: Review

10. Stage gate 1: original idea lockdown
Content & the Supply Chain
To Be: A Future Model
Pre-requisites set for each Stage Gate
1.1: Concept
1.2: Proposal
1.3: Kickoff
1.4: Project
1.5: Sales
1.6: Review
Stage gate 1: original idea lockdown

11. Stage gate 2: final proposal lockdown
Content & the Supply Chain
To Be: A Future Model
Framed in terms of lockdown
1.1: Concept
1.2: Proposal
1.3: Kickoff
1.4: Project
1.5: Sales
1.6: Review
Stage gate 2: final proposal lockdown
Stage gate 1: original idea lockdown

12. Content & the Supply Chain
To Be: A Future Model
Project advances when all lockdowns intact
1.1: Concept
1.2: Proposal
1.3: Kickoff
1.4: Project
1.5: Sales
1.6: Review
Stage gate 3: project spec lockdown & contract signing
Stage gate 2: final proposal lockdown
Stage gate 1: original idea lockdown

13. Content & the Supply Chain
To Be: A Future Model
Aim is to lockdown key aspects at earliest stage
1.1: Concept
1.2: Proposal
1.3: Kickoff
1.4: Project
1.5: Sales
1.6: Review
Stage gate 3: project spec lockdown & contract signing
Including the point at which author’s content is locked
Stage gate 2: final proposal lockdown
Stage gate 4: author-provided content lockdown
Stage gate 1: original idea lockdown

14. Content & the Supply Chain
To Be: A Future Model
And capture value at the earliest stage
1.1: Concept
1.2: Proposal
1.3: Kickoff
1.4: Project
1.5: Sales
1.6: Review
Stage gate 3: project spec lockdown & contract signing
Stage gate 2: final proposal lockdown
Stage gate 4: author-provided content lockdown
Stage gate 1: original idea lockdown
Stage gate 5: copy edit lockdown

15. Content & the Supply Chain
To Be: A Future Model
Master XML locked down for all outputs
1.1: Concept
1.2: Proposal
1.3: Kickoff
1.4: Project
1.5: Sales
1.6: Review
Stage gate 3: project spec lockdown & contract signing
Stage gate 2: final proposal lockdown
Stage gate 4: author-provided content lockdown
Stage gate 6: OUP & 3rd party-provided content / layout lockdown
Stage gate 1: original idea lockdown
Stage gate 5: copy edit lockdown

16. Content & the Supply Chain
To Be: A Future Model
Published versions archived
1.1: Concept
1.2: Proposal
1.3: Kickoff
1.4: Project
1.5: Sales
1.6: Review
Stage gate 7: publishing complete, Version Of Record archived
Stage gate 3: project spec lockdown & contract signing
Stage gate 2: final proposal lockdown
Stage gate 4: author-provided content lockdown
Stage gate 6: OUP & 3rd party-provided content / layout lockdown
Stage gate 1: original idea lockdown
Stage gate 5: copy edit lockdown

17. Content & the Supply Chain
To Be: A Future Model
Review of product performance
Stage gate 8: end-of-product-life sales review completed
1.1: Concept
1.2: Proposal
1.3: Kickoff
1.4: Project
1.5: Sales
1.6: Review
Stage gate 7: publishing complete, Version Of Record archived
Stage gate 3: project spec lockdown & contract signing
Stage gate 2: final proposal lockdown
Stage gate 4: author-provided content lockdown
Stage gate 6: OUP & 3rd party-provided content / layout lockdown
Stage gate 1: original idea lockdown
Stage gate 5: copy edit lockdown

18. Content & the Supply Chain
To Be: A Future Model
This high level structure provides for a sequence of stage gates
For each stage gate we can then define process elements, and the tasks within each element, necessary to provide successful stage gate passage
The next level down of our Future Content Supply Chain model looks like this …

19. 1.4: Project 2.1: OUP editing project management 1.3: Kickoff
1.1: Concept
1.2: Proposal
1.4: Project
1.5: Sales
1.6: Review
4.1: Prospective (unsolicited) authoring
8.1: SME Review of author provided text & assets
2.1: Commissioning & scheduling
2.1: OUP editing project management
3.4: OUP design/production/manufacturing project management
17.1: OUP Marketing & Sales project management/integration
10.4: OUP preliminary print and/or digital design / artwork
10.5: OUP final design work
10.1: Initial design / style select
15.1: Print enrichment creation
18.1: OUP Finance project management/integration
1.3: Kickoff
4.2: Commissioned authoring
7.1: Commissioned & re-used assets – funding/ permissions management
9.1: OUP Review of author provided text & assets
10.2: Firm design / style select
10.3: Plan
3.3: Plan
3.1: Awareness
3.2: Consult
11.1 Ontology identification
11.2 Ontology specification
11.3: Plan
11.4 Ontology development & test
11.5 Ontology implementation
11.1 Metadata identification
11.2 Metadata specification
11.4 Metadata development & test
11.5 Metadata implementation
12.1 Features identification
12.2 Features specification
12.3: Plan
12.4 Features (data model/InDesign template/CSS/functionality) development & test
12.5 Features implementation
16.1: Digital enrichment creation
15.2: Print enrichment integration to XML
16.2: Digital enrichment integration to XML
16.3: Digital publish
5.1: Manuscript semi-auto styling (pre-edit)
6.2: Copy Edit
6.1: MS finalise clean-up & styling (pre-edit)
15.3: Print publish

20. Future Content Supply Chain
Content & the Supply Chain
Future Content Supply Chain
Roadmap and set of high-level tasks
Apply an Agile methodology; SAFe - Scaled Agile Framework
Work with Program Increments and development Sprints
Currently building an Author Tools MVP for managing content enrichment and updating content

21. Content & the Supply Chain
Author Tools MVP
Project team builds on previous projects:
Workflow analysis to identify process problems and potential efficiencies a
Capability analysis of a range of authoring/content tools undertaken through demonstrations and initial internal testing

22. Content & the Supply Chain
Author Tools MVP
Test business case for target benefits:
Improved speed-to-market
Allow authoring to be handled on a per-MS basis, making publication more flexible
Automated roundtrip Word > XML > Word
Allow authors to provide us with content that is more complete, feature-rich and less error-prone

23. Content & the Supply Chain
Author Tools MVP
Create opportunity to add further target benefits:
Built in ontology mapping and citation validation for link generation
Selection of templated styles and layout

24. Content & the Supply Chain
Author Tools MVP
Build an import and an export module for test content type, trial content workflow from authoring to completion, and deliver publication-ready XML processing and publication
Two candidate tools reviewed for MVP:
Publish One – for author interface, document management and Word interface
Xeditor – for full structured browser authoring

25. Content & the Supply Chain
Author Tools MVP
Three parallel workstreams running:
Data – content modelling and pipelines
User Acceptance Testing
Validation – How can we build in validation and guidance at different stages in the workflow?

26. Test document dashboard in PublishOne
Content & the Supply Chain
Test document dashboard in PublishOne

27. Document view in PublishOne
Content & the Supply Chain
Document view in PublishOne

28. Content & the Supply Chain
Editing view

29. Content & the Supply Chain
Editing view
Current sprints will highlight enrichment for cross-references and links for tagging and manual resolution

30. Content & the Supply Chain
Editing view
Next Sprints will add link polling and resolution for authors to highlight and query cross-references, and citations and select correct bibitems

31. Content & the Supply Chain
Editing view
And to investigate integration with other enrichment engines