Gale PMI 101

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Gale PMI 101
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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

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What is PMI?Product Messaging Information

• What is a PMI?

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Gale PMI Process Overview
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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

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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

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Basecamp
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What is Basecamp?
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Basecamp Login
https//pmidocs.basecamphq.com/login
Contact your PMI Specialist if you forgot your
username or password
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Dashboard
List of ALL Disciplines you are assigned to!
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Overview Tab
List of ALL team members assigned to that
discipline
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Message Tab
Click Post a new message to compose message
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Message Tab
Message sent to Outlook email
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Writeboard Tab
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Writeboard Tab (cont.)
Shows who worked on the PMI
Click here to edit
Compare to see changes
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Writeboard Tab (Edit Mode)
Click here to save
Tip Copy to Word for easier editing
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Writeboard Tab (Compare)
Shows who worked on the PMI
Compare to see changes
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Writeboard Tab (Compare Mode)
Color Key
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Files Tab
When the PMI was sent to ORCA
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PMI Template
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PMI Required Areas
Pre-populated Areas (You will need to just
confirm these are REQUIRED) Author Title/Subtit
le/Edition ISBN 10/13 or Product Number Imprint
Imprint Volume Number Binding Media
Type Audience Code Areas you will need to
populate (these are REQUIED) Product
Description One-liner Description Market
Description Author Information Team
Information Key Features New to Edition Table of
Contents Subject Assigning Sales
Channels Internet Indexing
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PMI Population

• 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 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

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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

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Variations

• Alternate Formats
• Different bindings same TOC (ebooks, softcover,
  hardcover, looseleaf)
• Alternate Versions
• Same family, different TOC
• Used for splits, volumes, etc.

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, youll 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___
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Product Descriptions

• 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/SiebelCharacter Limitations 250
  characters with spaces
• Market Description (R)
• Specialized catalogs Character Limitations
  1,900 characters with spaces

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Author Info, Team

• 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

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New to this Edition Features, TOC, Supplements

• New to this Edition Features (R) Website,
  Magellan/Seibel
• Key Features (R)
• Website, Magellan/Seibel
• Table of Contents/Entry List (R)
  Website,
• Magellan/Seibel

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Bundles, Series Name Channel Indication

• Series Name Website, Magellan/Seibel
• Sales Channel (R)
• Magellan/Seibel
• Academic Yes___ No___
• School/K-12 Yes___ No___
• Public Yes___ No___
• Govt/Special Yes___ No___
• Internet Indexing (R)
• Websites
• Catalog
• Section
• Discipline
• Subject
• Topic

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Subject Assigning, Imprint/Special Catalogs

• 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

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Competition, Quotes/Testimonials

• Competition Magellan/Seibel
• Quotes/Testimonials WebsiteQUOTE 1
• Provide First and Last Name of Reviewer
• Reviewers 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
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Awards, Demo URL, Related Links, Key Words

• Awards websites
• Award Title
• Award Title
• Demo URL websites
• Related Links website
• Key Wordswebsite search

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Stage 1 Brief a Stage 2 Draft
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Gale PMI Process Overview
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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

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Stage 1 Brief TemplateWhat 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 fields 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.

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Completing the Stage 1 Brief
All required fields are complete what next?

• 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)

The Strategist associated with each team is the
point person that will work with the PMI
specialist to drive the PMI to completion.
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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.

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Stage 2 Draft a Final

• Refining and Finalizing

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Stage 1 Brief a 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

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Where to find the Draft
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Stage 2 Draft - Message

• Message sent to team
• Appears in Message Tab
• Sent to each persons email
• Message requests edits approval

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Going Final

• 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

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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

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PMI Website
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Weekly Audit
MOST IMPORTANT PMIs to be completed
Color Key for reading the Audit Spreadsheet
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Thank You!
Questions??
For more information please visit the PMI
website http//solutions.cengage.com/PMI/