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??