1. Automated
Workflow at the
AJR
An “off-the-shelf”
implementation of
production automation
Becky Haines
bhaines@acr-arrs.org
2. The American Journal of
Roentgenology (AJR)
Published continuously since 1906
Published by the American Roentgen Ray
Society (founded in 1895)
Self-published since the 1980s
Online with HighWire since 2000; back
issues to 1965
3. American Roentgen Ray
Society
$10 million organization
About ½ of the budget is Publications
related
20,000+ current members; 24,000+
current readers
Educational focus (Annual Meeting, e.g.)
Recently partnered/merged with American
College of Radiology
4. The American Journal of
Roentgenology (AJR)
Largely proffered papers
ca. 2,000 submission per year
Multiple article types; largest category >1,000
are original research papers
Double-blinded peer review
ca. 3,600 reviews per year
CME for review offered
5. The American Journal of
Roentgenology (AJR)
Tiered editorial structure
EIC
12 Section Editors
50+ Assistant Editors
Super Reviewers (pool of ca. 100)
1,600 Reviewers
6. American Roentgen Ray Society
Publications Department
AJR (300+ page monthly)
AJR Integrative Imaging (80-page educational
quarterly)
JACR (uses EM via Elsevier)
1 monthly CME subscription product for technologists
Two 32-page magazines print and digital (1 monthly
and 1 quarterly)
1 monthly e-newsletter
Two 300+-page book projects annually
Assorted books, monographs, and other projects
7. Publications Department Services
Product development
Copy editing and proofreading
Page layout and graphic design
Project management from author to
delivery
8. Publications Department Staffing
Scholarly Editorial
1 manager, 2 peer review, 1 production
coordination/tracking, 5 FT copyeditors, 3 to 5 PT
freelancers
Magazine Editorial
1 manager; 1 production manager, 1 editorial
manager (TK), 2 writers
Production
1 manager, 2 production/graphic artists, 1 project
manager, 1 production assistant (TK)
9. Automated Workflow
Launched with Rapid Review in 2002
Re-launched with Editorial Manager and
Prepress/Production Manager in 2007
Aries products selected specifically because of
PM and enhanced references
Configurability of the system was major selling
point
Semi-automated workflow
EM/PM (xStyles for references)
DJS Edit Express
10. Automated Workflow
Staffed and Administered by Production Coordinator
Administration rights shared among management team
Used for AJR; separate site for AJRII
Configurable to accommodate articles with distinct
workflows like CME
24/7 and seldom offline (even when we’re tired and
would like it to be)
Other projects run through AJR site
Categorical Course
A2D
Other book projects
11. Automated Workflow--The Good
Role and queue based
Easy use of offsite freelancers
One team member is in South Africa
Accurate tracking and reporting
Deadline monitoring
Document repository
Task and file interaction between departments
Information sharing and research projects
Modularization speeds production but still provides
dashboard view
12. Automated Workflow—
The Not So Good
24/7 MEANS 24/7
Reporting is rudimentary
Flag system can be overwhelming if you get a bit
too “flag happy”
If not used correctly can create mayhem—close
those tasks darn it!
It’s not easy to get rid of someone in the system
(see bullet above…sigh!)
More options add to greater complexity; i.e.,
configurability can = confusion for a small shop
14. AJR Automated Workflow
from Start to Finish
Galley layout
MS prep post-acceptance Copy editing
A E P (includes image prep)
Correction check Front end corrections Front end proofing
E P E
Galleys mail to author Compile Page layout
A E P
Back end proofing and Pages mail to author
To notebook/press
P E page compile A and SE
A = Admin; E = Editorial; P = Production
15. Assign Translation Task to DJS
Automated outside vendor task
First step in our automated manuscript
process
Applies style and format macros
Checks callouts and manuscript items
Generates a styled Word document and
tables
Formats and validates references
16. Assign file prep and contact sheet
tasks to staff
Allows multiple
staffers to work
on article
preparation
sequentially or
concurrently
Distributes
clerical or
technical tasks
appropriately
Files accessed
as needed
20. Sharing files and reducing
processing time
Author replies are uploaded
Copy editors have access to all files
While proofreading, copy editors can check
for author and section editor replies
Allows for compression of multiple tasks into
one
Speeds production and minimizes task
reassignment
21. Confession re Post-Production
Tasks
PM offers
post-
production
data
collection
We haven’t
found the
time to do it
yet, but it’s
on our list
30. Two Sites—AJRII Pros
Keeps divergent workflows
truly separate
Keeps statistics cleaner and
easier to monitor
Keeps EICs out of each
others’ business
Makes it easier to get a
snapshot of each journal’s
work
Keeps smaller journal from
getting “lost” in bigger
journal workflow
31. Two Sites—AJRII Cons
Can be
overlooked in
daily work on
more frequent
publication
Workflows
become so
divergent the 2nd
site may not be
updated promptly
when changes
made
33. Things we didn’t think about when
we started
Numbering scheme
Hard coded names and contacts in letters
That we’d still cling to paper folders
That we’d be able to respond to requests for change so
quickly
The system would allow us to understand our entire
process better
Individual or modular tasks are apparent to all
Transparency in process encourages responsibility and
accountability
The system ties a bow on the package that everyone wants
34. Go For It, If…
You have enough volume
You have enough complexity (and who doesn’t
these days!)
You have geographically distributed staff,
authors, or vendors (and if you don’t, you
should)
You want to take control of your processes
You do your own editing and page layout or
want to
35. And Even If…
You don’t have an XML-based workflow
You don’t use a structured pagination tool
You send files to HighWire and they send
them out to be formatted for their DTD
You think you are behind the technology 8
ball
36. Automated Workflow is for you:
If you want to gain better control of your process
and recognize improvements in:
Time to publication--we can publish in as little as 3
weeks if necessary
File retrieval—no more warehouse or musty file
folders
Improve intra- and inter-team communication—notes,
notes, and more notes
Minimize errors—flags can save you
Learn more about your process so you can keep
improving it
Notas del editor
Thank you for the opportunity to present to you today. My name is Becky Haines. I'm the Senior Director of Publications for the American College of Radiology-American Roentgen Ray Society, a ca. 100-million dollar combined organization with locations in Reston VA, Philadelphia PA, and Washington DC. Despite the size of my organization, I'm going to talk about one of our journals today that is run very much like a small society publisher, which is what we were until 1 year ago when we merged with our sister organization the ACR. How many of you work on 1 journal? Fewer than 5? 10 or less? My goal today is to take you through our process of implementing automation at various steps in our internal process and highlighting the off the shelf nature of our choices and the configurability of the systems we use.
We dove in head first. We took ca. 4 months to set up the system and make the move from RR to EM. Had planned for January 2007, but had to do it in February. Purposely selected a product that offered both peer review and production management. At the time, we considered EM/PM to be superior to MS Central. We made several site visits to compare. Since we controlled all of our own editorial and production work, we could time the switch and manage the resubmissions from the old system to the new system. That's not to say it wasn't difficult, but the flexibility of the EM/PM made it possible to create ms types that helped us keep track of submissions from the old vs. new systems. Staged or phased approach. A lot of vendor support and because we were early adopters and testers it was cost-effective. We ran both systems overlapping for about 6 months. We launched PM several months after EM. And we switched from Cadmus Rapid Edit to Editorial Express when we made the final cutover from RR.
Tried to use it for our magazine, but discarded in favor of SharePoint Initially Staffed and Administered primarily by Production Coordinator Administration rights shared among management team Well documented and relatively easy to configure and alter based on project needs Used for AJR; separate site for AJRII Configurable to accommodate articles with distinct workflows like CME (which is an entire presentation to itself!) 24/7 and seldom offline (even when we’re tired and would like it to be) Other projects run through AJR site Categorical Course A2D Other book projects
Roles allow right level of user interaction Allows easy use of offsite freelancers One team member is in South Africa Accurate tracking and reporting Deadline monitoring Document repository Allows task and file interaction between departments Allows information sharing and research projects Speeds production by allowing modularization of tasks across multiple staff working on various pieces of manuscript
24/7 MEANS 24/7 as well as global. Describe alternate contact or out of office options. Reporting is rudimentary Flag system can be overwhelming if you get a bit too “flag happy” If not used correctly can create mayhem—close those tasks darn it! This week’s example involved tasks that could not be closed because a staff person had multiple roles and the other staff person couldn’t proxy because they lacked a certain permission. It’s not easy to get rid of someone in the system (see bullet above…sigh!) More options add to greater complexity; i.e., configurability can = confusion for a small shop. Just because you can do something in the system, doesn't mean you should.
Configurability = responsibility
Looks simple here, but according to Aries, we make the most of the system. Not sure if they mean that as a compliment.
Describe automated assignment of files to outside vendor and tracking of progres Connects EM to PM Used to be necessary to upload in EM to run through PM, but no more
Describe value of modular approach and concurrent tasks
Describe value of notes field and production and back up use of system. This process is allowed throughout the production flow. For actual work files Production uses our server. Clarify difference between repository and processing of work.
Excellent management tool for managers as well as for managing own work
Describe value of tracking author activity in the system and how our authors made the transition to working with the system
Too busy to go back and fill in vol., pg. numbers etc., but hope to get to it one day and use the reporting features as a result.
Show our copious list. Very useful now we can sort on it. Helps people pay attention to notes.
All of the same advantages for a single project like those for a single issue of the journal New roles can be established for new editors, etc.
New letters and new article types set up
Invite submissions using proposal process Sometimes we do what’s expedient to get the job done; proxy on behalf of timid users and push work through the system Great to generate status reports
Complex 330 case project simplified Saved 2 doctors who lost their presentations by having an image repository for them and being able to assign a task and files to them…no ftp, etc.
Work with remote editor and vendor
Not able to send multiple approvals to for one document, but still better than before and we can use e-mail for the last step of this process
Two Sites—AJRII
Allows very different processes and workflows without mucking up AJR Allows tracking and reporting without filtering
Since its quarterly, it’s not in our face Slowly deviates from AJR and then we have to do a big catch up usually with Aries help
You’ll need enough volume to make it cost effective You’ll need a good understanding of your process but it doesn’t need to be completely documented because the set up process will force this You’ll need a tech savvy person (hopefully more than one) who has an overall understanding of the workflow or who is willing to learn it. You’ll need to be a bit fearless re making changes because the flexibility of the system encourages it
Don’t forget to change your numbering scheme at the beginning of the year and don’t start with the same number even if you change the prefix; Don’t hard code anyone’s name or contact info into any system letters if you can help it Paper folders: it’s not an age thing, it’s a convenience thing
If you want to gain better control of your process and recognize improvements in: Time to publication--we can publish in as little as 3 weeks if necessary File retrieval—no more warehouse or musty file folders Improve intra- and inter-team communication—notes, notes, and more notes Minimize errors—flags can save you Learn more about your process so you can keep improving it