1. Gale PMI 101

2. 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

3. What is PMI? Product Messaging Information What is a PMI?

4. 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)

5. 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

6. 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

7. Basecamp

8. What is Basecamp?

9. Basecamp Login https://pmidocs.basecamphq.com/login Contact your PMI Specialist if you forgot your username or password

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

11. December 2010 Overview Tab List of ALL team members assigned to that discipline

12. Message Tab Click “Post a new message” to compose message

13. December 2010 Message Tab Message sent to Outlook email

14. Writeboard Tab

15. Writeboard Tab (cont.) Click here to edit Compare to see changes Shows who worked on the PMI

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

17. Writeboard Tab (Compare) Compare to see changes Shows who worked on the PMI

18. Writeboard Tab (Compare Mode) Color Key

19. Files Tab When the PMI was sent to ORCA

20. PMI Template

21. Pre-populated Areas: (You will need to just confirm – these are REQUIRED) AuthorTitle/Subtitle/EditionISBN 10/13 or Product Number Imprint Imprint #Volume Number BindingMedia TypeAudience Code Areas you will need to populate: (these are REQUIED) Product DescriptionOne-liner DescriptionMarket Description Author Information Team InformationKey Features New to Edition Table of ContentsSubject Assigning Sales ChannelsInternet Indexing PMI Required Areas

22. 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

23. 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

24. 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___

25.  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

26.  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

27.  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

28.  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

29.  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

30.  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

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

32. Stage 1 Brief  Stage 2 Draft

33. 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)

34. 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

35. 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 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.

36. 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.

37. 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.

38. Stage 2 Draft   Final Refining and Finalizing

39. 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

40. Where to find the Draft

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

42. 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

43. 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

44. January 2011 PMI Website

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

46. Thank You! For more information please visit the PMI website: http://solutions.cengage.com/PMI/ Questions??