Post on 11-Jan-2016
transcript
Gale PMI 101
Brief Overview of what you can expect
What is a PMI
Gale PMI Process
Basecamp
Gale PMI Template
Stages of a PMI
PMI Website
Weekly PMI Audit
Questions and Answers
What is PMI?
Product Messaging InformationWhat is a PMI?
Gale PMI Process Overview
Initial Product DataPulled 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)
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 for Print products and three (3) months prior for Online products
Used by Reps in Magellan
Sent to resellers/retailers such as Amazon and Barnes & Noble to meet retail buying schedules
Posted to our website
PMI Roles
PMI Specialists: Populate Basecamp with initial record
Titles are broken up by Subject Code and each have their own discipline in Basecamp. Sends weekly status reports to Mike Fey or Robert Lisiecki 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 Marketing Manager, Product Manager and Editorial
Basecamp
What is Basecamp?
Basecamp Login
https://pmidocs.basecamphq.com/login
Contact your PMI Specialist if you forgot your username or password
December 2010
DashboardList of ALL Disciplines you are assigned to!
December 2010
Overview Tab
List of ALL team members assigned to that discipline
Message Tab
Click “Post a new message” to compose message
December 2010
Message Tab
Message sent to Outlook email
Writeboard Tab
Writeboard Tab (cont.)
Click here to
edit
Compare to see changes
Shows who worked on
the PMI
Writeboard Tab (Edit Mode)
Click here to save
Tip: Copy to Word for easier editing
Writeboard Tab (Compare)
Compare to see changes
Shows who worked on the PMI
Writeboard Tab (Compare Mode)
Color Key
Files Tab
When the PMI was sent to ORCA
PMI Template
Pre-populated Areas: (You will need to just confirm – these are REQUIRED)
Author Title/Subtitle/Edition ISBN 10/13 or Product NumberImprint Imprint # Volume Number Binding Media Type Audience Code
Areas you will need to populate: (these are REQUIED)
Product Description One-liner Description Market DescriptionAuthor Information Team Information Key FeaturesNew to Edition Table of Contents Subject AssigningSales Channels Internet Indexing
PMI Required Areas
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 1st edition PMI
Revision PMIs will include additional fields populated with previous edition information
PMI Population
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
Alternate Formats:
Different bindings – same TOC (ebooks, softcover, hardcover, looseleaf)
Alternate Versions:
Same family, different TOC
Used for splits, volumes, etc.
Variations
*Will this version have variations/changes to the info within the PMI? Yes___ No___i.e. Does the alternate version of the product need to have different information displayed than the ‘core’ product? Are their different features; a different TOC, etc.? If yes, you’ll need a separate PMI for it (at least for the fields that are different). If all info is the same, we will use this one.**Should this version appear as a "Lead" text with a full Product Page in the catalog?i.e. When there are multiple versions of a product, do you want one product to be the ‘lead’ and have the full product page on the web and the other versions listed under the Alternate Formats/Versions tab in the dynamically driven catalog? (for Gale new web catalog next year) OR full product page for each*Yes___ No___
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
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:
Team: Product Manager, Editorial, Marketing Manager : (R)[Magellan/Seibel] Product Manager:
Editorial:
Marketing Manager
Author Info, Team
New to this Edition Features: (R) [Website, Magellan/Seibel]
Key Features: (R) [Website, Magellan/Seibel]
Table of Contents/Entry List: (R) [Website, Magellan/Seibel]
New to this Edition Features, TOC, Supplements
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___
Internet Indexing: (R) [Websites]
Catalog: Section: Discipline: Subject: Topic:
Bundles, Series Name & Channel Indication
Subject Assigning: (R) [Website, Magellan/Seibel]
Primary Subject (Subject Major - 1 max): Secondary Subject (Subject Minor): Additional Subject (Subject Minor):
For Imprint/Special Catalogs: (R) [Websites]
Imprint #: Media Type: Audience Code:
Subject Assigning, Imprint/Special Catalogs
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
Awards: [websites] Award Title:
Award Title:
Demo URL: [websites]
Related Links: [website]
Key Words[website search]
Awards, Demo URL, Related Links, Key Words
Stage 1 Brief Stage 2 Draft
Gale PMI Process Overview
Initial Product DataPulled 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)
Stage 1 Brief: In Basecamp
• PMI Specialist: 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
Stage 1 Brief: Template
What 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 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.
The Strategist, as the ‘point 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)
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 specialist to drive the PMI to completion.
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.
Stage 2 Draft Final
Refining and Finalizing
Stage 1 Brief Stage 2 Draft
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
Where to find the Draft
Stage 2 Draft - Message
Message sent to team
Appears in Message Tab
Sent to each person’s email
Message requests edits & approval
Strategist 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
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
January 2011
PMI Website
Weekly Audit
MOST IMPORTANT: PMIs to be completed
Color Key for reading the Audit Spreadsheet
Thank You!For more information please visit the PMI website:
http://solutions.cengage.com/PMI/
Questions??