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

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. Gale PMI Process Overview 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 Final PMI sent to ORCA MSA for upload Product information displays on the Web and Magellan*** This same product information is the starting point for all ad copy (i.e. for print, email, catalogs)

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. January 2011 What is Basecamp?

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

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

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

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

15. December 2010 Message Tab Message sent to Outlook email

16. January 2011 Writeboard Tab

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

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

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

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

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

22. PMI Template

23. January 2011 Pre-populated Areas: (You will need to just confirm) AuthorTitle/Subtitle/EditionISBN 10/13 or Product Number Imprint Imprint #Volume Number BindingMedia TypeAudience Code Areas you will need to populate: Product DescriptionOne-liner DescriptionMarket Description Author Information Team InformationKey Features New to Edition Table of ContentsSubject Assigning Sales Channels Indication PMI Required Areas

24. January 2011 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  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

25. January 2011 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

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

27. January 2011  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 Product Descriptions

28. January 2011  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: Author, Illustrator, Contributor

29. January 2011  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: Editorial, Advisory, Team

30. January 2011  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] New to this Edition Features, TOC, Supplements

31. January 2011  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___ Bundles, Series Name & Channel Indication

32. January 2011  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: Subject Assigning, Imprint/Special Catalogs

33. January 2011  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 Most current editions/not yet published Competition, Quotes/Testimonials

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

35. Stage 1 Brief  Stage 2 Draft

36. Gale PMI Process Overview 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 Final PMI sent to ORCA MSA for upload Product information displays on the Web and Magellan*** This same product information is the starting point for all ad copy (i.e. for print, email, catalogs)

37. January 2011 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

38. January 2011 Stage 1 Brief: Template What information will it include? 1 st 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: 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.

39. January 2011 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) All required fields are complete – what next? Completing the Stage 1 Brief: *The Strategist associated with each team is the point person that will work with the PMI Coordinator to drive the PMI to completion.

40. January 2011 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.

41. Stage 2 Draft   Final Refining and Finalizing

42. January 2011 Stage 1 Brief  Stage 2 Draft 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

43. January 2011 Where to find the Draft

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

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. January 2011 Files Tab 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

47. December 2010 Inside >APG >Marketing >PMI

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

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