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How to S
       StartwithXML:
A View from the Front Lines


StartwithXML (why & how)
January 13, 2008



Ken Brooks
SVP,
SVP Global Production & Manufacturing Services
ken.brooks@cengage.com
Calling of the Roll after the Charge of the Light Brigade




2
Cengage Learning Overview

Cengage Learning: Total Revenue $1 8B
                                $1.8B




                                          Academic &
            Gale                                                                International
                                       Professional Group

Cengage Learning delivers highly customized learning solutions for colleges, universities, professors,
students, libraries, government agencies, corporations and professionals around the world. These
solutions are delivered through specialized content, applications and services that foster academic
excellence and professional development and provide measurable results to its customers.


3
Initiatives



                Production                                           Manufacturing
•       Divisional consolidation   •   Manuscript standards • Divisional consolidation   • Print on demand
•       Production automation      •   Certified PDF workflow • Demand planning          • XBITS
•       Design standardization     •   Soft proofing          • Inventory planning
•       R&P process integration    •   Standard rights basket process
•       Metadata standards

                 Vendor Management
                                                              • Performance standards
           • Vendor consolidation (print, prepress,
                                                              • Compliance reporting (LCV, offshore,
             image vendors, photo-research)
                                                                etc.)
           • Offshoring (India, China)
           • Requirements planning (Prepress,
             Print, Paper)

                 Technology
           • Enterprise system usage                          • SGML to XML conversion
           • Content management system                        • XML standardization
           • Rights management system

    4
Historical Production Metrics



                                                  Production Headcount
            Plate, PPB % of Revenue

                                          800
                    PP&B
                                          700


                                          600

                                                                     Core
                    Plate                 500


                                          400


                                          300


                                          200


                                          100


                                            0


     2004    2005   2006    2007   2008         2005   2006   2007   2008




5
The production process offers a large ongoing opportunity



Workflow                                                   Products / Services


                       Editing         Indexing


         Authoring                          Page
                                           Makeup
                           Design
                                           (Rendering)




Repository


              • Content             • Design templates   • Taxonomies
              • Metadata            • Stylesheets        • Transforms
              • Authoring templates • Schemas            • Products



 6
Three important dimensions




                                 Content




                         Publishing Process



                                              Rights
                Metadata



7
The need for XML grows as formats and re-use increase



     Formats



                                       Increasing
                                       Relevance
                                       Rl
                                       of XML

                            Textbook
                   Trade

                            STM
               Scholarly


                                       Revisions / Re-use
8
Stages of XML implementation from easy to hard…




                       • Post publication formats
             Post
          Production


                       • Outsourcing / offshoring
                       • Page makeup automation
                           g         p
          Production



                       • Standardized designs
                                          g
                       • Authoring templates
             Pre
          Production



9
Publishers of different sizes will incorporate XML at different
 places

                           $3.0



                           $2.5
       Annual Cost ($mm)




                           $2.0
                 t




                                                                        Traditional
                           $1.5
                                                                        Offshore
                                                                        XML
                           $1.0
                                                                        Standardized
       A




                           $0.5



                           $0.0

                                  -   100   200      300    400   500
                                            Annual Titles




10
View from different functions

                  Author        Editorial     Design            Production

                                                                • New vendors
                  n/a           n/a           n/a

        Post
     Production


                  • n/a         • n/a         • Minor           • (More) new
                                                                  vendors
                                                                • Mss prep
     Production
                                                                •NNew makeup
                                                                          k
                                                                  technologies
                                                                • XML QA
                  • Authoring
                            g   • Workingg    • “Meta”
                    templates     within        design
        Pre
                                  templates   • Template
     Production
                                                selection
                                              • Variable
                                                specification

11
Themes for successful implementations




               “Big bangs make big holes.”
                       – Gloria Samuels




12
Themes for successful implementations




        “You don't have to be great to get started,
         but you have to get started to be great ”
                                           great.
                         – Les Brown




13
Themes for successful implementations




                “You can pick your friends,
              and you can pick your vendors,
                      but you can’t…”
               – George Carlin (paraphrased)




14
Themes for successful implementations




 “You must be the change you wish to see in the world.”
                     – Mohandas Gandhi




15
Themes for successful implementations




                     “If you don’t like change,
            you re
            you’re going to like irrelevance even less”
                                                  less
                       – General Eric Shinseki




16
How to S
       StartwithXML:
A View from the Front Lines


StartwithXML (why & how)
January 13, 2008



Ken Brooks
SVP,
SVP Global Production & Manufacturing Services
ken.brooks@cengage.com

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The View from the Front Lines

  • 1. How to S StartwithXML: A View from the Front Lines StartwithXML (why & how) January 13, 2008 Ken Brooks SVP, SVP Global Production & Manufacturing Services ken.brooks@cengage.com
  • 2. Calling of the Roll after the Charge of the Light Brigade 2
  • 3. Cengage Learning Overview Cengage Learning: Total Revenue $1 8B $1.8B Academic & Gale International Professional Group Cengage Learning delivers highly customized learning solutions for colleges, universities, professors, students, libraries, government agencies, corporations and professionals around the world. These solutions are delivered through specialized content, applications and services that foster academic excellence and professional development and provide measurable results to its customers. 3
  • 4. Initiatives Production Manufacturing • Divisional consolidation • Manuscript standards • Divisional consolidation • Print on demand • Production automation • Certified PDF workflow • Demand planning • XBITS • Design standardization • Soft proofing • Inventory planning • R&P process integration • Standard rights basket process • Metadata standards Vendor Management • Performance standards • Vendor consolidation (print, prepress, • Compliance reporting (LCV, offshore, image vendors, photo-research) etc.) • Offshoring (India, China) • Requirements planning (Prepress, Print, Paper) Technology • Enterprise system usage • SGML to XML conversion • Content management system • XML standardization • Rights management system 4
  • 5. Historical Production Metrics Production Headcount Plate, PPB % of Revenue 800 PP&B 700 600 Core Plate 500 400 300 200 100 0 2004 2005 2006 2007 2008 2005 2006 2007 2008 5
  • 6. The production process offers a large ongoing opportunity Workflow Products / Services Editing Indexing Authoring Page Makeup Design (Rendering) Repository • Content • Design templates • Taxonomies • Metadata • Stylesheets • Transforms • Authoring templates • Schemas • Products 6
  • 7. Three important dimensions Content Publishing Process Rights Metadata 7
  • 8. The need for XML grows as formats and re-use increase Formats Increasing Relevance Rl of XML Textbook Trade STM Scholarly Revisions / Re-use 8
  • 9. Stages of XML implementation from easy to hard… • Post publication formats Post Production • Outsourcing / offshoring • Page makeup automation g p Production • Standardized designs g • Authoring templates Pre Production 9
  • 10. Publishers of different sizes will incorporate XML at different places $3.0 $2.5 Annual Cost ($mm) $2.0 t Traditional $1.5 Offshore XML $1.0 Standardized A $0.5 $0.0 - 100 200 300 400 500 Annual Titles 10
  • 11. View from different functions Author Editorial Design Production • New vendors n/a n/a n/a Post Production • n/a • n/a • Minor • (More) new vendors • Mss prep Production •NNew makeup k technologies • XML QA • Authoring g • Workingg • “Meta” templates within design Pre templates • Template Production selection • Variable specification 11
  • 12. Themes for successful implementations “Big bangs make big holes.” – Gloria Samuels 12
  • 13. Themes for successful implementations “You don't have to be great to get started, but you have to get started to be great ” great. – Les Brown 13
  • 14. Themes for successful implementations “You can pick your friends, and you can pick your vendors, but you can’t…” – George Carlin (paraphrased) 14
  • 15. Themes for successful implementations “You must be the change you wish to see in the world.” – Mohandas Gandhi 15
  • 16. Themes for successful implementations “If you don’t like change, you re you’re going to like irrelevance even less” less – General Eric Shinseki 16
  • 17. How to S StartwithXML: A View from the Front Lines StartwithXML (why & how) January 13, 2008 Ken Brooks SVP, SVP Global Production & Manufacturing Services ken.brooks@cengage.com