Gale Product Information Process

Samantha LankfordAndrea McNairyNicole Sala

Caroline ConcillaKelly Sprague

PMI 101

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

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

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

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

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

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 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)

Basecamp

January 2011

What is Basecamp?

January 2011

Basecamp Login

https://pmidocs.basecamphq.com/login

Contact your PMI Coordinator if you forgot your username or password

December 2010

Dashboard

List of ALL Disciplines you are assigned to!

December 2010

Overview Tab

List of ALL team members assigned to Gale

January 2011

Message Tab

Click “Post a new message” to compose message

December 2010

Message Tab

Message sent to Outlook email

January 2011

Writeboard Tab

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

January 2011

Writeboard Tab (Edit Mode)

Click here to save

Tip: Copy to Word for easier editing

January 2011

Writeboard Tab (Compare)

Tip: Copy to Word for easier editing

Compare to see changes

Shows who worked on the PMI

January 2011

Writeboard Tab (Compare Mode)

Color Key

January 2011

Files Tab

When the PMI was sent to ORCA

PMI Template

January 2011

Pre-populated Areas: (You will need to just confirm)

Author Title/Subtitle/Edition ISBN 10/13 or Product NumberImprint Imprint # Volume Number Binding Media Type Audience Code

Areas you will need to populate:

Product Description One-liner Description Market DescriptionAuthor Information Team Information Key FeaturesNew to Edition Table of Contents Subject AssigningSales Channels Indication

PMI Required Areas

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 1st edition PMI

Revision PMIs will include additional fields populated with previous edition information

PMI Population

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

January 2011

Alternate Formats:

Different bindings – same TOC (ebooks, softcover, hardcover, looseleaf)

Alternate Versions:

Same family, different TOC

Used for splits, volumes, etc.

Variations

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

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

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

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

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

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

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

January 2011

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)

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

January 2011

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 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.

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.

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.

Stage 2 Draft Final

Refining and Finalizing

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

January 2011

Where to find the Draft

January 2011

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 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

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

December 2010

Inside >APG >Marketing >PMI

January 2011

Weekly Audit

MOST IMPORTANT: PMIs to be completed

Color Key for reading the Audit Spreadsheet

January 2011

Thank You!For more information please visit the PMI Inside page:

http://inside/sites/APG/mktg/pmi/default.aspx

Questions??