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 InformationWhat 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 SalaNicole Sala

Andrea McNairyAndrea McNairy

Jamie Lupo-PettaJamie 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

https://pmidocs.basecamphq.com/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 email

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: 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: 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 Email]

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] http://inside/sites/APG/mktg/web/epp/default.aspx

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?

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 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 email

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

http://www.cengagesites.com/academic/PMI/?site=1916

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 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

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:

http://www.cengagesites.com/academic/PMI/?site=1916

Questions??