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Tools and Strategies for Content
   Management – Publishers’
                            Perspective
             Jabin White, Executive Director,
          Electronic Production-Health Sciences
                                 Elsevier


 Presented by: Jabin White (jabin.white@elsevier.com)
 Title: Tools and Strategies for Content Management
 Presented at: SSP Annual Meeting; Baltimore, MD
 Date: April 30, 2003
Agenda

    • Introductions
    • The Problem – simple Content
        Management is no longer enough
    •   Brief history of workflow, reasons for
        improvement
    •   Case Study
    •   And now for the next trick…
    •   Conclusions


2   Copyright 2003, Elsevier
Who is Elsevier?

    • Publish more than 1,800 journals, more than 2 million
      pages per year
    • Publishing imprints include Mosby, Saunders, Churchill-
      Livingstone, BH, and more…




3   Copyright 2003, Elsevier
Who am I?

    • Started as Editorial Assistant, then
      Developmental Editor
    • Learned SGML at Mosby
    • Moved to Williams & Wilkins in 1997, merged
      with L-R in 1998 -- responsible for “front-end”
      SGML initiative
    • Moved to Harcourt Health Sciences in October,
      2000, acquisition by Elsevier completed in
      September, 2001

4   Copyright 2003, Elsevier
The Problem

    • “Traditional” content management, by
      definition, is no longer enough
    • More to the point, it is:
       – Managing content more efficiently ($$$)
       – Content enrichment
       – Setting up content for multiple delivery streams
       – Preparing content to be searched/indexed
         more intelligently
    • All of these have become part of the definition
      of Content Management, hence the confusion


5   Copyright 2003, Elsevier
Traditional (Old) Workflow

    • Manuscript submitted on paper
        (sometimes with disk) to Editorial office
    •   Paper accepted for publication
    •   Paper keyed and coded
    •   Article laid out (paginated) in proprietary
        typesetting system
    •   Proofs sent to authors, proofreaders,
        etc.


6   Copyright 2003, Elsevier
Traditional Workflow (cont’d)

    • Changes made to pages, author
        queries answered
    •   Changes inserted into proprietary
        typesetting files
    •   Final pages approved
    •   Print pages published
    •   Typesetting files converted to SGML
    •   Electronic product produced


7   Copyright 2003, Elsevier
XML front ends • rethinking content & markup


Traditional Publishing Process…




    Manuscript   Galleys        Pages




                                                   Electronic Product
                                                 (repurposed from print)




8    Copyright 2003, Elsevier
XML front ends • rethinking content & markup


Problems inserted…
                                                                Changes lost in
          Changes made on paper                              media-neutral format
                                                         (version management issues)




    Manuscript      Galleys               Pages




    Paper submissions                                        Electronic Product
                                                           (repurposed from print)
                        Changes made to proprietary
                               typesetting
                                   files
9    Copyright 2003, Elsevier
XML front ends • rethinking content & markup


 Traditional Publishing Process…




 Manuscript    Galleys        Pages




                                                 Electronic Product
                                               (repurposed from print)




10 Copyright 2003, Elsevier
XML front ends • rethinking content & markup


 Problem solved?



                                                                 Pages


 Manuscript    Galleys        Final, corrected
                Galleys        articles in DB




                                                              Electronic Product
                                                                  X, Y and Z




11 Copyright 2003, Elsevier
XML front ends • rethinking content & markup


 Problem solved…



                                                                                 Pages


  Manuscript           Galleys               Final, corrected
                        Galleys               articles in DB




                                                                              Electronic Product
Publishers can add value and “squeeze” profits by making                          X, Y and Z
this part more efficient – enter CONTENT MANAGEMENT


                                                                           And by diversifying
                                                                           the product suite it
                                                                           offers to the market


12 Copyright 2003, Elsevier
Major activities of the E-workflow:


                                                          Production
                             Link editorial to            suppliers
                             Production system                          Network delivery


                      Websites for
                                           Editorial                      Science Direct,
                       Electronic                          Production
                                            offices                       MD Consult, etc.
                      submission




                 implement electronic                  Digital workflow
                 submission                            in Production


                                         implement use of
                                         tracking systems
                                         and electronic peer
                                         review

13    Copyright 2003, Elsevier                                              Jabin White, SSP 2003
Content Management for Efficiency

  • “Extend” benefits of digital workflow
    back in the process to author
    submission
  • Benefits:
     – Seamless movement of files in media
       neutral format
     – Enforcement of standards begins early
     – No surprises
     – Speed, speed, and more speed
  • Examples: ElSubmitElsevier Editorial
     System; Author Gateway
14 Copyright 2003, Elsevier
Efficiency at the Front

  • Committed to a suite of web-based author
    services
  • A-Team (author support team)
  • Goals:
     – Better management of peer review process
     – Provide tools for authors to track status of their
       manuscript throughout publication process
     – Decrease transfer time from:
         • Author to Editor
         • Editor to Referee
         • Editor to Production


15 Copyright 2003, Elsevier
Case Study
Submission and Peer Review Tools
Author Gateway

  • “One-stop shop” for authors’
    interactions with Elsevier
  • Dissemination of information (author
    guidelines, paper tracking, marketing
    materials, etc.)
  • Fantastic feedback from marketplace




17 Copyright 2003, Elsevier
Author Gateway




18 Copyright 2003, Elsevier
Author Gateway




19 Copyright 2003, Elsevier
Author Gateway




20 Copyright 2003, Elsevier
Author Gateway




21 Copyright 2003, Elsevier
Major activities of the E-workflow:


                                                          Production
                             Link editorial to            suppliers
                             Production system                          Network delivery


                      Websites for
                                           Editorial                      Science Direct,
                       Electronic                          Production
                                            offices                       MD Consult, etc.
                      submission




                 implement electronic                  Digital workflow
                 submission                            in Production


                                         implement use of
                                         tracking systems
                                         and electronic peer
                                         review

22    Copyright 2003, Elsevier                                              Jabin White, SSP 2003
CAP Workflow (Computer-Aided
 Production)
  • Began in 1997 with SGML DTD, related
      tools
  •   One common global workflow, many
      different local production offices
  •   All use same tools, tracking systems,
      etc.
  •   All copyediting is outsourced
  •   Submission systems, peer-review
      systems occur before CAP

23 Copyright 2003, Elsevier
PTSIII (Production Tracking System)

  • Completely integrated between
    production offices and suppliers
  • Provides “transparent” global workflow
    capabilities
  • Oracle database with lots of XML
    managing workflow triggers




24 Copyright 2003, Elsevier
CAP Workflow

                                         AUTHOR        ISSUE
   LOGIN                                 CORRECT.      COMP.



            MEDIA        COPY                          ISSUE       PRODUCTS:
                                         CORRECT.
            CONV.        EDIT                          COMP.
                                                                   PRINT
                    SCANNING
                                                                   ELECTRONIC
                                                                   PRODUCTS
                          S100               S200        S300
                           ELECTRONIC WAREHOUSE


           S100-unedited manuscript; S200 – edited manuscript,
            issue independent; S300 – edited, folioed manuscript

25 Copyright 2003, Elsevier
The EW (Electronic Warehouse)

  •   Massive storage facility in Amsterdam
  •   Oracle database with proprietary
      extensions
  •   Millions of articles
  •   Today handles just journal articles, in
      the future will handle books
  •   Helps in production, assembly of
      products


26 Copyright 2003, Elsevier
End-to-end process…simple




                                              Products




Editorial process   Production   Electronic
                    processes    Warehouse

27 Copyright 2003, Elsevier
Ideal Content Management




28 Copyright 2003, Elsevier
And now for the next trick!

  • Doing for book workflow what Elsevier
    has done for journals workflow
  • CAP workflow for books?
  • Vast differences in content, authoring
    environments
  • Same principles of consistency,
    enforcement, etc., can be applied, but
    very carefully


29 Copyright 2003, Elsevier
Re-using what we’ve learned

  • Common DTDs, enforced centrally
  • Content Management standards
    enforced globally
  • Authoring/editing tools that help with
    standardization and enforcement
     – Keeping in mind the different author
       environment
  • Recognizing *when* workflows must be
     flexible, and when they cannot

30 Copyright 2003, Elsevier
Conclusions

  • Digitization of “end” of workflow is
    assumed
  • Business case has been made for
    having digital files at the end of the
    production cycle (this little thing called
    the web)
  • How far “back” in the workflow you go
    depends on many factors in your
    organization (size, “change
    environment,” content types, etc)
  • It’s a marathon, not a sprint!
31 Copyright 2003, Elsevier
Thank You

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30 cc 3_a_j-white

  • 1. Tools and Strategies for Content Management – Publishers’ Perspective Jabin White, Executive Director, Electronic Production-Health Sciences Elsevier Presented by: Jabin White (jabin.white@elsevier.com) Title: Tools and Strategies for Content Management Presented at: SSP Annual Meeting; Baltimore, MD Date: April 30, 2003
  • 2. Agenda • Introductions • The Problem – simple Content Management is no longer enough • Brief history of workflow, reasons for improvement • Case Study • And now for the next trick… • Conclusions 2 Copyright 2003, Elsevier
  • 3. Who is Elsevier? • Publish more than 1,800 journals, more than 2 million pages per year • Publishing imprints include Mosby, Saunders, Churchill- Livingstone, BH, and more… 3 Copyright 2003, Elsevier
  • 4. Who am I? • Started as Editorial Assistant, then Developmental Editor • Learned SGML at Mosby • Moved to Williams & Wilkins in 1997, merged with L-R in 1998 -- responsible for “front-end” SGML initiative • Moved to Harcourt Health Sciences in October, 2000, acquisition by Elsevier completed in September, 2001 4 Copyright 2003, Elsevier
  • 5. The Problem • “Traditional” content management, by definition, is no longer enough • More to the point, it is: – Managing content more efficiently ($$$) – Content enrichment – Setting up content for multiple delivery streams – Preparing content to be searched/indexed more intelligently • All of these have become part of the definition of Content Management, hence the confusion 5 Copyright 2003, Elsevier
  • 6. Traditional (Old) Workflow • Manuscript submitted on paper (sometimes with disk) to Editorial office • Paper accepted for publication • Paper keyed and coded • Article laid out (paginated) in proprietary typesetting system • Proofs sent to authors, proofreaders, etc. 6 Copyright 2003, Elsevier
  • 7. Traditional Workflow (cont’d) • Changes made to pages, author queries answered • Changes inserted into proprietary typesetting files • Final pages approved • Print pages published • Typesetting files converted to SGML • Electronic product produced 7 Copyright 2003, Elsevier
  • 8. XML front ends • rethinking content & markup Traditional Publishing Process… Manuscript Galleys Pages Electronic Product (repurposed from print) 8 Copyright 2003, Elsevier
  • 9. XML front ends • rethinking content & markup Problems inserted… Changes lost in Changes made on paper media-neutral format (version management issues) Manuscript Galleys Pages Paper submissions Electronic Product (repurposed from print) Changes made to proprietary typesetting files 9 Copyright 2003, Elsevier
  • 10. XML front ends • rethinking content & markup Traditional Publishing Process… Manuscript Galleys Pages Electronic Product (repurposed from print) 10 Copyright 2003, Elsevier
  • 11. XML front ends • rethinking content & markup Problem solved? Pages Manuscript Galleys Final, corrected Galleys articles in DB Electronic Product X, Y and Z 11 Copyright 2003, Elsevier
  • 12. XML front ends • rethinking content & markup Problem solved… Pages Manuscript Galleys Final, corrected Galleys articles in DB Electronic Product Publishers can add value and “squeeze” profits by making X, Y and Z this part more efficient – enter CONTENT MANAGEMENT And by diversifying the product suite it offers to the market 12 Copyright 2003, Elsevier
  • 13. Major activities of the E-workflow: Production Link editorial to suppliers Production system Network delivery Websites for Editorial Science Direct, Electronic Production offices MD Consult, etc. submission implement electronic Digital workflow submission in Production implement use of tracking systems and electronic peer review 13 Copyright 2003, Elsevier Jabin White, SSP 2003
  • 14. Content Management for Efficiency • “Extend” benefits of digital workflow back in the process to author submission • Benefits: – Seamless movement of files in media neutral format – Enforcement of standards begins early – No surprises – Speed, speed, and more speed • Examples: ElSubmitElsevier Editorial System; Author Gateway 14 Copyright 2003, Elsevier
  • 15. Efficiency at the Front • Committed to a suite of web-based author services • A-Team (author support team) • Goals: – Better management of peer review process – Provide tools for authors to track status of their manuscript throughout publication process – Decrease transfer time from: • Author to Editor • Editor to Referee • Editor to Production 15 Copyright 2003, Elsevier
  • 16. Case Study Submission and Peer Review Tools
  • 17. Author Gateway • “One-stop shop” for authors’ interactions with Elsevier • Dissemination of information (author guidelines, paper tracking, marketing materials, etc.) • Fantastic feedback from marketplace 17 Copyright 2003, Elsevier
  • 18. Author Gateway 18 Copyright 2003, Elsevier
  • 19. Author Gateway 19 Copyright 2003, Elsevier
  • 20. Author Gateway 20 Copyright 2003, Elsevier
  • 21. Author Gateway 21 Copyright 2003, Elsevier
  • 22. Major activities of the E-workflow: Production Link editorial to suppliers Production system Network delivery Websites for Editorial Science Direct, Electronic Production offices MD Consult, etc. submission implement electronic Digital workflow submission in Production implement use of tracking systems and electronic peer review 22 Copyright 2003, Elsevier Jabin White, SSP 2003
  • 23. CAP Workflow (Computer-Aided Production) • Began in 1997 with SGML DTD, related tools • One common global workflow, many different local production offices • All use same tools, tracking systems, etc. • All copyediting is outsourced • Submission systems, peer-review systems occur before CAP 23 Copyright 2003, Elsevier
  • 24. PTSIII (Production Tracking System) • Completely integrated between production offices and suppliers • Provides “transparent” global workflow capabilities • Oracle database with lots of XML managing workflow triggers 24 Copyright 2003, Elsevier
  • 25. CAP Workflow AUTHOR ISSUE LOGIN CORRECT. COMP. MEDIA COPY ISSUE PRODUCTS: CORRECT. CONV. EDIT COMP. PRINT SCANNING ELECTRONIC PRODUCTS S100 S200 S300 ELECTRONIC WAREHOUSE S100-unedited manuscript; S200 – edited manuscript, issue independent; S300 – edited, folioed manuscript 25 Copyright 2003, Elsevier
  • 26. The EW (Electronic Warehouse) • Massive storage facility in Amsterdam • Oracle database with proprietary extensions • Millions of articles • Today handles just journal articles, in the future will handle books • Helps in production, assembly of products 26 Copyright 2003, Elsevier
  • 27. End-to-end process…simple Products Editorial process Production Electronic processes Warehouse 27 Copyright 2003, Elsevier
  • 28. Ideal Content Management 28 Copyright 2003, Elsevier
  • 29. And now for the next trick! • Doing for book workflow what Elsevier has done for journals workflow • CAP workflow for books? • Vast differences in content, authoring environments • Same principles of consistency, enforcement, etc., can be applied, but very carefully 29 Copyright 2003, Elsevier
  • 30. Re-using what we’ve learned • Common DTDs, enforced centrally • Content Management standards enforced globally • Authoring/editing tools that help with standardization and enforcement – Keeping in mind the different author environment • Recognizing *when* workflows must be flexible, and when they cannot 30 Copyright 2003, Elsevier
  • 31. Conclusions • Digitization of “end” of workflow is assumed • Business case has been made for having digital files at the end of the production cycle (this little thing called the web) • How far “back” in the workflow you go depends on many factors in your organization (size, “change environment,” content types, etc) • It’s a marathon, not a sprint! 31 Copyright 2003, Elsevier