338 seminar4 keithlawrenz
TRANSCRIPT
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Los Angeles | London | New DelhiSingapore | Washington DC
One approach to an online digital content repository
Automating Workflow from Acceptance to Publication
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Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
SAGE Publications
● Books, journals and reference publishing programs for higher education• 560+ journals
● Publishing offices in • Los Angeles, CA• London, England• New Delhi, India• Washington DC
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Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
My background
● Keith Lawrenz• Senior Business Analyst, Publishing Technologies• 4 years with SAGE
● Specialties• Business process engineering• Content modeling• XML, XQuery, XSLT, XProc, relaxNG schema…
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Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
Overview
● Why SAGE invested in a repository● The SAGE repository workflow and how we
implemented phase one repository with RSuite
● Results and lesson learned
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Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
The business opportunity
● Secure SAGE online digital assets● Reliably deliver online content● Provide a platform for content analytics● Enable online product development
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Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
The business landscape
● HighWire upgrade to H2O● Migrating from proprietary DTD to NLM
schema● XML first workflow from back end XML
conversion● Online reference and book products that
require archive support
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Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
SAGE Online Content Repository
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Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
Attributes in a repository solution
● Flexibility• Analyst implemented business rules
● Scale• To support SAGE journal content• To support all SAGE content ongoing
● Access• Deployed worldwide
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Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
Implementation phases
1. Current journal content
2. Journal backfile
3. Encyclopedias and handbooks
4. Electronic books
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Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
Manuscript Management
SAGE Journals Workflow
Production Management
Online Content Repository
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Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
The scale
● 560+ journals● 770,000 articles since 1894● 40,000 new articles / year
• 80% PDF with header and references XML• 20% Full text
● ~70,000 unique issue deliveries / year to 50+ ftp targets
● 2 full-time headcount U.S. & UK offices
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Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
Overview of a journal issue
XM
L C
onv
ersi
on
Ven
dor
(Jou
ve)
Onl
ine
Con
tent
E
dito
rC
ont
ent
Re
cepi
ent
sS
OC
RJo
urn
al
Pro
duct
ion
Unit of Content is a Journal Issue
Start
FTP (UK) or NFS (US)
Zip Final Print-Ready
PDFs
Ingest Unencoded
Issue
Store in Repository
Deliver Unencoded
Issue
FTPCreate
SAGEMeta XML
Nomalize PDF Files
Zip Issue
FTP Store in Repository
Deliver HW Issue
Ingest Encoded
Issue
FTP – HighWire Express
Process Issue for Hosting
Quality Check Issue
Changes? Edit ArticlesApprove
Issue
Deliver Full Issue
Deliver PubMed Abstract
XML
FTP and/or NFS sites
Online Preview Issue Online
Issue Online?
End
Deliver XML Issue
End
Yes
Yes
OK to Host?Yes
![Page 13: 338 seminar4 keithlawrenz](https://reader034.vdocuments.us/reader034/viewer/2022042816/558a3085d8b42a32138b4569/html5/thumbnails/13.jpg)
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
Overview of a journal issue
XM
L C
onv
ersi
on
Ven
dor
(Jou
ve)
Onl
ine
Con
tent
E
dito
rC
ont
ent
Re
cepi
ent
sS
OC
RJo
urn
al
Pro
duct
ion
Unit of Content is a Journal Issue
Start
FTP (UK) or NFS (US)
Zip Final Print-Ready
PDFs
Ingest Unencoded
Issue
Store in Repository
Deliver Unencoded
Issue
FTPCreate
SAGEMeta XML
Nomalize PDF Files
Zip Issue
FTP Store in Repository
Deliver HW Issue
Ingest Encoded
Issue
FTP – HighWire Express
Process Issue for Hosting
Quality Check Issue
Changes? Edit ArticlesApprove
Issue
Deliver Full Issue
Deliver PubMed Abstract
XML
FTP and/or NFS sites
Online Preview Issue Online
Issue Online?
End
Deliver XML Issue
End
Yes
Yes
OK to Host?Yes
Ingest print-ready article PDF
![Page 14: 338 seminar4 keithlawrenz](https://reader034.vdocuments.us/reader034/viewer/2022042816/558a3085d8b42a32138b4569/html5/thumbnails/14.jpg)
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
Overview of a journal issue
XM
L C
onv
ersi
on
Ven
dor
(Jou
ve)
Onl
ine
Con
tent
E
dito
rC
ont
ent
Re
cepi
ent
sS
OC
RJo
urn
al
Pro
duct
ion
Unit of Content is a Journal Issue
Start
FTP (UK) or NFS (US)
Zip Final Print-Ready
PDFs
Ingest Unencoded
Issue
Store in Repository
Deliver Unencoded
Issue
FTPCreate
SAGEMeta XML
Nomalize PDF Files
Zip Issue
FTP Store in Repository
Deliver HW Issue
Ingest Encoded
Issue
FTP – HighWire Express
Process Issue for Hosting
Quality Check Issue
Changes? Edit ArticlesApprove
Issue
Deliver Full Issue
Deliver PubMed Abstract
XML
FTP and/or NFS sites
Online Preview Issue Online
Issue Online?
End
Deliver XML Issue
End
Yes
Yes
OK to Host?Yes
Deliver to encoding vendor
![Page 15: 338 seminar4 keithlawrenz](https://reader034.vdocuments.us/reader034/viewer/2022042816/558a3085d8b42a32138b4569/html5/thumbnails/15.jpg)
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
Overview of a journal issue
XM
L C
onv
ersi
on
Ven
dor
(Jou
ve)
Onl
ine
Con
tent
E
dito
rC
ont
ent
Re
cepi
ent
sS
OC
RJo
urn
al
Pro
duct
ion
Unit of Content is a Journal Issue
Start
FTP (UK) or NFS (US)
Zip Final Print-Ready
PDFs
Ingest Unencoded
Issue
Store in Repository
Deliver Unencoded
Issue
FTPCreate
SAGEMeta XML
Nomalize PDF Files
Zip Issue
FTP Store in Repository
Deliver HW Issue
Ingest Encoded
Issue
FTP – HighWire Express
Process Issue for Hosting
Quality Check Issue
Changes? Edit ArticlesApprove
Issue
Deliver Full Issue
Deliver PubMed Abstract
XML
FTP and/or NFS sites
Online Preview Issue Online
Issue Online?
End
Deliver XML Issue
End
Yes
Yes
OK to Host?Yes
Ingest xml-encoded issue
![Page 16: 338 seminar4 keithlawrenz](https://reader034.vdocuments.us/reader034/viewer/2022042816/558a3085d8b42a32138b4569/html5/thumbnails/16.jpg)
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
Overview of a journal issue
XM
L C
onv
ersi
on
Ven
dor
(Jou
ve)
Onl
ine
Con
tent
E
dito
rC
ont
ent
Re
cepi
ent
sS
OC
RJo
urn
al
Pro
duct
ion
Unit of Content is a Journal Issue
Start
FTP (UK) or NFS (US)
Zip Final Print-Ready
PDFs
Ingest Unencoded
Issue
Store in Repository
Deliver Unencoded
Issue
FTPCreate
SAGEMeta XML
Nomalize PDF Files
Zip Issue
FTP Store in Repository
Deliver HW Issue
Ingest Encoded
Issue
FTP – HighWire Express
Process Issue for Hosting
Quality Check Issue
Changes? Edit ArticlesApprove
Issue
Deliver Full Issue
Deliver PubMed Abstract
XML
FTP and/or NFS sites
Online Preview Issue Online
Issue Online?
End
Deliver XML Issue
End
Yes
Yes
OK to Host?Yes
Deliver to hosting platform
![Page 17: 338 seminar4 keithlawrenz](https://reader034.vdocuments.us/reader034/viewer/2022042816/558a3085d8b42a32138b4569/html5/thumbnails/17.jpg)
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
Overview of a journal issue
XM
L C
onv
ersi
on
Ven
dor
(Jou
ve)
Onl
ine
Con
tent
E
dito
rC
ont
ent
Re
cepi
ent
sS
OC
RJo
urn
al
Pro
duct
ion
Unit of Content is a Journal Issue
Start
FTP (UK) or NFS (US)
Zip Final Print-Ready
PDFs
Ingest Unencoded
Issue
Store in Repository
Deliver Unencoded
Issue
FTPCreate
SAGEMeta XML
Nomalize PDF Files
Zip Issue
FTP Store in Repository
Deliver HW Issue
Ingest Encoded
Issue
FTP – HighWire Express
Process Issue for Hosting
Quality Check Issue
Changes? Edit ArticlesApprove
Issue
Deliver Full Issue
Deliver PubMed Abstract
XML
FTP and/or NFS sites
Online Preview Issue Online
Issue Online?
End
Deliver XML Issue
End
Yes
Yes
OK to Host?Yes
Support editorial approval process
![Page 18: 338 seminar4 keithlawrenz](https://reader034.vdocuments.us/reader034/viewer/2022042816/558a3085d8b42a32138b4569/html5/thumbnails/18.jpg)
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
Overview of a journal issue
XM
L C
onv
ersi
on
Ven
dor
(Jou
ve)
Onl
ine
Con
tent
E
dito
rC
ont
ent
Re
cepi
ent
sS
OC
RJo
urn
al
Pro
duct
ion
Unit of Content is a Journal Issue
Start
FTP (UK) or NFS (US)
Zip Final Print-Ready
PDFs
Ingest Unencoded
Issue
Store in Repository
Deliver Unencoded
Issue
FTPCreate
SAGEMeta XML
Nomalize PDF Files
Zip Issue
FTP Store in Repository
Deliver HW Issue
Ingest Encoded
Issue
FTP – HighWire Express
Process Issue for Hosting
Quality Check Issue
Changes? Edit ArticlesApprove
Issue
Deliver Full Issue
Deliver PubMed Abstract
XML
FTP and/or NFS sites
Online Preview Issue Online
Issue Online?
End
Deliver XML Issue
End
Yes
Yes
OK to Host?Yes
Track go-live on hosting platform
![Page 19: 338 seminar4 keithlawrenz](https://reader034.vdocuments.us/reader034/viewer/2022042816/558a3085d8b42a32138b4569/html5/thumbnails/19.jpg)
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
Overview of a journal issue
XM
L C
onv
ersi
on
Ven
dor
(Jou
ve)
Onl
ine
Con
tent
E
dito
rC
ont
ent
Re
cepi
ent
sS
OC
RJo
urn
al
Pro
duct
ion
Unit of Content is a Journal Issue
Start
FTP (UK) or NFS (US)
Zip Final Print-Ready
PDFs
Ingest Unencoded
Issue
Store in Repository
Deliver Unencoded
Issue
FTPCreate
SAGEMeta XML
Nomalize PDF Files
Zip Issue
FTP Store in Repository
Deliver HW Issue
Ingest Encoded
Issue
FTP – HighWire Express
Process Issue for Hosting
Quality Check Issue
Changes? Edit ArticlesApprove
Issue
Deliver Full Issue
Deliver PubMed Abstract
XML
FTP and/or NFS sites
Online Preview Issue Online
Issue Online?
End
Deliver XML Issue
End
Yes
Yes
OK to Host?Yes
Deliver to additional targets
![Page 20: 338 seminar4 keithlawrenz](https://reader034.vdocuments.us/reader034/viewer/2022042816/558a3085d8b42a32138b4569/html5/thumbnails/20.jpg)
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
![Page 21: 338 seminar4 keithlawrenz](https://reader034.vdocuments.us/reader034/viewer/2022042816/558a3085d8b42a32138b4569/html5/thumbnails/21.jpg)
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
![Page 22: 338 seminar4 keithlawrenz](https://reader034.vdocuments.us/reader034/viewer/2022042816/558a3085d8b42a32138b4569/html5/thumbnails/22.jpg)
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
![Page 23: 338 seminar4 keithlawrenz](https://reader034.vdocuments.us/reader034/viewer/2022042816/558a3085d8b42a32138b4569/html5/thumbnails/23.jpg)
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
![Page 24: 338 seminar4 keithlawrenz](https://reader034.vdocuments.us/reader034/viewer/2022042816/558a3085d8b42a32138b4569/html5/thumbnails/24.jpg)
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
![Page 25: 338 seminar4 keithlawrenz](https://reader034.vdocuments.us/reader034/viewer/2022042816/558a3085d8b42a32138b4569/html5/thumbnails/25.jpg)
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
![Page 26: 338 seminar4 keithlawrenz](https://reader034.vdocuments.us/reader034/viewer/2022042816/558a3085d8b42a32138b4569/html5/thumbnails/26.jpg)
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
![Page 27: 338 seminar4 keithlawrenz](https://reader034.vdocuments.us/reader034/viewer/2022042816/558a3085d8b42a32138b4569/html5/thumbnails/27.jpg)
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
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Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
The results
● 100,000+ issue deliveries● 99.5% plus uptime● Aggressive expansion plans
• NLM XML-first workflows• Ingesting back content ~770,000 journal articles• ~200 encyclopedias and handbooks• SAGE Research Methods Online ~600 books
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Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
Important features
● Rich & accessible workflow• Human readable error messaging• SAGE configurable
● Supports key XML technologies● CMS functions● Web-delivered application● MarkLogic inside● Active Directory integration
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Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
Lessons learned
● Understand and document your workflows● Use proven software● Start small● Iterate● Technologists must partner with users
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Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New DelhiSingapore | Washington DC
Keith Lawrenz
Senior Business Analyst, Publishing Technologies
RSuite – Booth #218