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LEARN MOREABOUT THE WORKFLOW PHASES

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CONTENT DEVELOPMENT

PREPARATION / ASSEMBLY

PUBLISHING

ILM / REPORTING / ARCHIVING

CONTENTPLANNING

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PROGRAMPLANNING

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VENDOR

CONTENT PLANNING JOB AIDLAST UPDATED / 04.24.14

LEARN MOREABOUT THE WORKFLOW PHASES

http://contentmanagement.pearson.com/workflowtraining/IW_Phases_Overview.htm

Overview 4

In this Job Aid, you will learn how to:

1 Request Content Prep for Revisions 5

2 Fill Out TOC Ingestion Spreadsheet 6

Fill Out the TOC Ingestion Spreadsheet for the Direct-to-Component Method 6

Fill Out the TOC Ingestion Spreadsheet for WA (Work Area) TOC 10

3 Upload TOC Ingestion Spreadsheet | For First Editions and Non-Main Title Components 13

Upload TOC Ingestion Spreadsheet as Work Area (WA) TOC 18

4 Import Content Plan from Published Component in CPT | For Non-First Editions and Non-Main Title Components 20

Search for Content Plan to Import 22

Browse Content Plan to Import by Discipline 25

5 Build or Modify TOC / Content Plan within CPT 29

Copy TOC / Content Plan into Another Component 33

Add Notes in TOC Manager 36

6 Move Uploaded Work Area (WA)Content into a PCS/Workflow-Linked TOC 38

Copy Entire Work Area (WA) Component TOC 40

Copy Individual Work Area (WA) TOC Items 43

7 Map Content to Taxonomy 45

8 Fill Out Learning Objectives Spreadsheet 49

Spreadsheet: Top Section 51

Spreadsheet: Bottom Section 53

Request Ingestion of LO Speadsheet and Taxonomy Mapping 54

02 CONTENT PLANNING JOB AID

9 Map Learning Objectives to Taxonomy 56

Map Learning Objectives via Learning Objectives Manager 57

Map Learning Objectives via Taxonomy Manager 62

10 Create Specs and Search for Assets (Skip, if Basic) 65

Create New Specification 67

Search for Assets to Reuse 69

Search for Specification 73

Reorder Specs 76

Move Specs 77

11 Promote Content Plan to PCS 79

Review Content Plan in PCS 83

12 Promote Program State from Proposed to Planned 85

SYSTEMS & TOOLS

For this process, you will use the following systems and tools:

Content Planning Tool (CPT)

4Pearson Integrated Workflow I Content Planning

Overview

BACKGROUND

Content Planning is an integral part of the Integrated Workflow. In this phase the program is conceptualized. Throughout this phase, team members will create and refine the TOC / content plans by adding/editing TOC items, Learning Objective and Taxonomy mappings, and asset specs for each component. This process is iterative. As the program moves through the Workflow, team members return to CPT and update the content plans as content is added or changed.

PURPOSE

During Content Planning, various tasks are performed in CPT. You upload or build the TOC, and map content and learning objectives to a taxonomy. The content plan is promoted to PCS, where XML code for the product is generated and sent to the rights management system (RMS) and DCTM production areas.

RESULTS

When a content plan is created in CPT: • Content mappings and asset specs can be re-used in future products. • The content plan is shared between Workflow systems like

Documentum, PCS, and RMS.

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To request content prep, please fill out this form: Content Prep Request.

• Discipline

• Full Title

• Edition

• Previous Edition ISBN

• Date Needed

• Current Edition PEAR ID

• Preferred or Basic?

• Content Plan Clean Up? (Preferred programs only)

After the Workflow Services Team has Content Prepped your main title, the TOC, assets (Preferred only), and mappings from the previous edition become available in the Workflow applications for the new edition. You could then modify the auto-ingested TOC to fit your new edition.

NOTE If you want to have learning objectives mapped to the taxonomy topics, please contact your Workflow Services Manager. You will need to provide the learning objectives in a spreadsheet they will provide.

Quick TipIf you are redirected to the Pearson myCloud Sign In screen, after clicking the Content Prep Request link, type your u42 and Pearson password to access the Content Prep Request form.

1 Request Content Prep for Revisions

Request Content Prep for Revisions

Pearson Integrated Workflow I Content Planning

https://docs.google.com/a/pearson.com/forms/d/1UuT7m5SDm_EyDvYWlQ6WY9EiKSNhvHz6LooxuWvk6cE/viewform?usp=drive_web&edit_requested=true

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Fill Out TOC Ingestion Spreadsheet


2 Fill Out TOC Ingestion Spreadsheet

There are four ways to create a TOC / content plan. In this workflow step, you will learn one way: to fill out a TOC ingestion spreadsheet.

The TOC ingestion spreadsheet that you fill out, is then uploaded by the Program Manager into a component TOC that is already present in CPT. This process creates a TOC hierarchy.

Once the TOC / content plan is in CPT, your team can further modify the content plan as needed.

The other three ways your team can create a TOC / content plan are:

• Request content prep for a revision

• Import content plan from published component in CPT (mainly for non-first editions and non-main title components)

• Build or modify the TOC / content plan within CPT

Fill Out the TOC Ingestion Spreadsheet for the Direct-to-Component Method

1 Download and open the most current spreadsheet from Neo.

Notes • Due to changes

in formats, it is important to check for the latest learning objectives spreadsheet. To obtain the most current spreadsheet template click here, or request it from [email protected]

• To perform an ingestion, you must be a member of the Program’s team in PCS and have Program Admin access in CPT.

https://neo.pearson.com/docs/DOC-133396


mailto:CPThelp%40pearson.com?subject=


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2 In the TOC ingestion spreadsheet top section, no data is required. Cells in this section can be left blank, because anything added into them will not be brought into CPT since the information comes over from PCS.

NOTE When you access CPT for the first time, you must first go through PCS. Hover your mouse over the PCS tab, click the sub-tab, and then click the button.

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3 Fill out the cells marked as (Required field) below:a TOC_ID: A unique ID generated by CPT for a TOC item. TOC_IDs

should not be altered. Used for reingesting an existing TOC. Leave blank for first time uploads.

b Title: (Required field) Type a title of each item in the TOC hierarchy. c Level: (Required field) Type a numeric value that corresponds to the

item’s depth in the TOC hierarchy (ie. H1, level 1, A heads, etc.).d Learning Object: (Optional field) Select Y (for yes) from the cell drop-

down menu to designate the TOC item as a Learning Object in CPT. Leave blank (nil), for no.

e Description: (Optional field) Type an optional description for the TOC item.

f Keywords: (Optional field) Type optional keywords to further define the TOC item.

g Content Class: OK to leave blank.h Content_Type_Tier_1: OK to leave blank.i Audience: (Optional field) Select optional values (Instructors, Students,

Professionals) from the cell drop-down menu to define a specific audience.

a b c d e f g h i

More InfoRefer to the CPT Metadata Guide for more information about TOC metadata.

Notes • Do not leave any

blank rows in the spreadsheet as it will cause an error.

• TOC IDs may not appear as sequential.

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NOTES The TOC_ID number is created in CPT to help identify items in the tool. If you are working on a TOC ingestion spreadsheet with the purpose of reingesting to an existing TOC, always copy the TOC_ID when you move or copy a TOC item row. To make changes to a TOC using a spreadsheet you can:

• Run Content Map report

• Export for Reingestion

• Make changes in Excel

- Do not change, or create your own TOC_IDs

- Do not worry about TOC_ID sequence

- If you need to move or copy a TOC item row, copy the TOC_ID along with it.

• Ingest back into the same component

4 Save your spreadsheet changes.

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Fill Out the TOC Ingestion Spreadsheet for WA (Work Area) TOC

Use the WA (Work Area) method to upload TOC/content into CPT, but not into a particular component at this point, use the WA method.

When you upload to WA, content is placed in a new TOC, which is not linked to PCS or Workflow processes. You can use the Work Area ingestion method if:

• You are not positive yet which TOC component should receive the content.

• You want to manipulate the content in CPT but not in a particular PCS-linked component.

• You want to move content (or parts of content) to different components from a neutral location.

NOTES Certain fields are identified as required.

• Those fields are required by the system for ingestion of the spreadsheet.

• Fields that are not required are optional and are determined

by user need and preference.

In this workflow step you will learn how to fill out the TOC / Content Plan spreadsheet for a Work Area (WA) TOC.

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1 At http://workflow.pearson.com, sign in with your Pearson system domain/user name and password, and then click the Content Planning Tool (CPT) link. Refer to the Sign In/Sign Out Job Aid for additional details.

2 At the My Programs screen, click the Program Administration link for your program.

3 The Program Detail Page appears. Make a note of the Program ID. This number is required in the spreadsheet.

NOTE The CPT Program ID is a unique identification number assigned to each program by the system. When you enter an ID number into the spreadsheet, the ingested spreadsheet then gets matched to the appropriate program. In order to ingest content as its own, new TOC, this is a required field so that CPT can match the ingested TOC to the appropriate program.

Notes• To perform an

ingestion you must be a member of the Program’s team in PCS and have Program Admin access in CPT.

• The TOC template can only be uploaded into CPT once the project is in the Potential or later state.

http://workflow.pearson.com

http://contentmanagement.pearson.com/workflowtraining/01%20program_planning/WKFL_Role_Based_Trg/programmanager/Job_Aids/HE_WKFL_Sign_In_Sign_Out.pdf

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4 Fill out the cells marked as (Required field) below:

a Program_ID: (Required field) Type the number identified in step 3.

b TOC_ID: The TOC_ID is not needed for a first time ingestion of the TOC. Leave blank.

c Title: (Required field) Type the title of the TOC. Include enough information to help you easily locate and identify the TOC in CPT. (example: robbins_mgmt_12e).

a

bc

d Description: (Required field) Type a component product type (example: study guide, main text, etc).

e ISBN 10: (Optional field) Type a ten-digit ISBN.

f ISBN 13: (Optional field) Type a thirteen-digit ISBN.

g CR_Year: (Required field) Type a copyright year.

defg

Content TOC

5 Repeat steps a - i of the previous section, Fill out the WA spreadsheet Spreadsheet.

a b c d e f g h i

6 Save your spreadsheet changes.

Note Do not leave any blank rows in the spreadsheet as it will cause an error.

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Upload TOC Ingestion Spreadsheet | For First Editions and Non-Main Title Components


There are four ways to create a TOC / content plan. In this workflow step, you will learn one way: to upload a TOC spreadsheet into CPT, which only creates a TOC hierarchy.

Once the TOC / content plan is in CPT, you can use the CPT tools to modify the content plan as needed.

NOTE Contact your program’s Editorial Assistant to obtain the completed TOC spreadsheet. For information on how the Editorial Assistant fills out the TOC spreadsheet, refer to the Fill Out TOC Ingestion Spreadsheet section of the Editorial Assistant Content Planning Job Aid.

The other three ways to create a TOC / content plan are:





2 At the My Programs screen, click the Upload File for Ingestion link for your program.

Potential or later

PCS Lifecycle State

Workflow ContextThe first time you access your program in CPT it must be from PCS. Hover your mouse over the tab, click the

sub-tab, and then click the

button. This pushes the component information from PCS to CPT.

NoteTo upload a TOC, you must be a member of the program’s team in PCS, and have Program Admin access in CPT, or you will not see the Upload File for Ingestion link.

3 Upload TOC Ingestion Spreadsheet | For First Editions and Non-Main Title Components

Workflow ContextManually uploading a spreadsheet can be used for first editions, as subsequent editions can request to have earlier edition TOCs auto-ingested during Content Prep.

http://contentmanagement.pearson.com/workflowtraining/02%20content_planning/WKFL_Role_Based_TRG/editorialassistant/Job_Aids/HE_WKFL_Content_Planning_Editorial_Assistant.pdf



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3 The Upload File for Ingestion screen appears.

a Select Ingestion Type: Select the TOC option.

b Select Destination TOC drop-down menu: Select a component. The TOC spreadsheet content will upload into this component’s TOC.

c Email Address: Confirm your email address.

d Choose the File to Upload: Click the button. Navigate to the TOC spreadsheet, and then select it.

ab

dc

NOTES

• The Select Destination TOC menu options are TOCs of program components that were created in PCS and exist in CPT. They have (HE) at the end of their names. Work Area TOCs are not linked to PCS and have (WA) at the end of their names.

• If you select a component that already has TOC content, a warning message will appear with options to either overwrite or not overwrite the component’s existing content with the TOC spreadsheet content. You do not have the option to add the TOC spreadsheet content to the existing TOC content.

• The Select Destination TOC menu option: New TOC, Content Plan not linked to PCS, places the content in a new Work Area (WA) TOC. Select this option if you want to upload the TOC spreadsheet content into CPT, but not into a particular component at this point. You can later move content from a Work Area into a component TOC in CPT. To learn more about Work Area content, refer to the Move Uploaded Work Area (WA) Content into a PCS/Workflow-Linked TOC and Upload TOC Ingestion Spreadsheet as Work Area (WA) TOC sections of this job aid.

For PCClick the button to navigate to the Excel TOC spreadsheet file.

Workflow ContextIf you do not see your component in the Selection Designation TOC drop-down menu, return to PCS. Hover your mouse over the

tab, click the sub-tab,

and then click the


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4 The name of the selected file displays next to the button. Click the button.

5 A confirmation message appears. Click the button.

NOTES You receive an email notification that the spreadsheet was either ingested successfully or unsuccessfully.

• Click the click here link in the email to view the validation report.

• The validation report displays a list of both ingestion warnings and errors. Warnings do not cause the ingestion to fail, however errors do. If the ingestion was unsuccessful, locate the errors in the report to identify ingestion issues and try to address them.

Quick Tip To exit the Upload File for Ingestion screen without uploading a file, click the button, which returns you to the My Programs screen.

Quick Tip If you are unable correct the errors, create a support ticket. Click here to learn how to create a support ticket.

https://pearson.service-now.com/5555/report_incident.do


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6 The My Programs screen appears. If the ingestion is successful, click the Perform Content Planning link for your program to view the newly ingested TOC.

7 Click the Content menu, and then select TOC Manager.

8 The TOC Manager displays. From the Program Component drop-down menu, select the component that you uploaded the TOC spreadsheet content into.

Note It may take up to ten minutes for the newly ingested TOC to appear in CPT.

NoteTOCs of program components that were created in PCS and exist in CPT have (HE) at the end of their names. TOCs that are not linked to PCS have (WA) at the end of their names.

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9 The TOC for the selected component displays in the TOC for component: panel. Click the expand / collapse icons to view / hide the TOC items and their content. Compare the TOC with your TOC spreadsheet. TOC items should represent what was in your spreadsheet.

Quick TipsIf the content in CPT does not match what is in your TOC spreadsheet:• Review the

spreadsheet to ensure it was filled out properly, e.g. are the levels correct?

• Ensure you uploaded the spreadsheet into the correct component.

• Create a support ticket. Click here to learn how to create a support ticket.

More Info• Refer to the CPT

Interface Quick Reference Guide to learn how to manipulate the various panels within CPT.

• Refer to the Build or Modify TOC / Content Plan within CPT section of this job aid to learn how to add additional TOC items and/or modify the newly ingested TOC items.

Note When you upload a spreadsheet, CPT programmatically ingests the data from the spreadsheet into the application.




http://contentmanagement.pearson.com/workflowtraining/02%20content_planning/WKFL_Role_Based_TRG/author/Quick_Reference_Guide/HE_WKFL_CPT_Interface_Guide.pdf



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Upload TOC Ingestion Spreadsheet as Work Area (WA) TOC

To upload TOC spreadsheet content into CPT, but not into a particular component, use the Work Area (WA) method. You can later move content from a Work Area TOC into another component’s TOC in CPT.

When you upload a TOC as a Work Area TOC, it is placed in a new TOC; however, it is not linked to PCS or Workflow processes. You can use the Work Area upload method if you:

• Are not sure which TOC component should receive the content from the TOC spreadsheet.

• Want to manipulate the TOC / Content Plan in CPT but not in a particular PCS-linked component.

• Want to move content (or parts of content) to different components from a neutral location.


2 At the My Programs screen, click the Upload File for Ingestion link for your program.

Workflow ContextThe first time you access your program in CPT it must be from PCS. Hover your mouse over the

tab, click the sub-tab,

and then click the


Potential or later

PCS Lifecycle State

NoteTo upload a TOC, you must be a member of the Program’s team in PCS, and have Program Admin access in CPT, otherwise you will not see the Upload File for Ingestion link.



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3 On the Upload File for Ingestion screen.

a Select Ingestion Type: Select the TOC option.

b Select Destination TOC drop-down menu: Select the New TOC, Content Plan not linked to PCS option. The TOC spreadsheet content will upload into in a new Work Area (WA) TOC.

c Email Address: Confirm your email address.

d Choose the File to Upload: Click the button. Navigate to the TOC spreadsheet, and then select it.

e Click the button.

a

bcd

e

4 Repeat steps five through nine of the previous section, Upload TOC Ingestion Spreadsheet to access CPT and check that your TOC was ingested.

NOTE The Work Area (WA) TOC you uploaded will have (WA) at the end of its name in the TOC Manager.

For PCClick the button to navigate to the Excel TOC spreadsheet file.

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Import Content Plan from Published Component in CPT | For Non-First Editions and Non-Main Title Components


4 Import Content Plan from Published Component in CPT | For Non-First Editions and Non-Main Title Components

There are four ways to create a TOC / content plan. In this workflow step, you will learn one way: how to import a content plan from a published program component into a new program component. Imported content plans carry over taxonomy mappings, plus asset specs and content modeling information.




• Fill out and upload TOC Ingestion spreadsheet (mainly for first editions and non-main title components)


2 At the My Programs screen, click the Perform Content Planning link for your program.

Workflow ContextYou can only import content plans from program components that are in the Published state.



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4 The TOC Manager displays.

a From the Program Component drop-down menu, select the component that you want to import a content plan into.

b Click the Import Content Plan icon.

ab

5 The Import Content Plan screen appears. To find a published program component’s content plan to import, you can search for a program component or browse by discipline.


More InfoRefer to the CPT Interface Quick Reference Guide to learn how to manipulate the various panels within CPT.




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Search for Content Plan to Import

1 At the Import Content Plan screen, type the name of a published program component in the Search for a Program Component text box, and then click the button.

2 A list of program components displays. Double-click a program component to view its content plan.

NOTE To import a content plan into your program, at any time during your search, click the button for the desired program component.

Quick Tip Click the button to return to the previous screen.

Workflow ContextSearch results will only appear for program components that are in the Published state.

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3 The content plan displays in read-only format. Click the button to import it.

NOTES

• When you import a content plan into your component, the imported content will replace any existing content.

• If the TOC for your program component already has content (tree structure containing children) you will receive a warning message:

More InfoRefer to the CPT Glossary for definitions of tree structure elements such as parent, child, sibling.

http://contentmanagement.pearson.com/workflowtraining/02%20content_planning/WKFL_Role_Based_TRG/programmanager/Glossary/HE_WKFL_CPT_Glossary.pdf


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NOTES

• When you import a TOC into a program component, all alignments to taxonomy and learning objectives are copied over as well, provided it is a shared taxonomy.

• In order to see the imported taxonomy mappings, the shared taxonomy and learning objectives have to be assigned to the program.

6 The TOC for the component displays in the TOC for component: panel. Click the expand / collapse icons to view / hide the TOC items and their content. Review the TOC to ensure your content plan has been imported.

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Browse Content Plan to Import by Discipline

1 To find program components by discipline, select a discipline in the Discipline list, and then press Return on your keyboard.

ANATOMY AND PHYSIOLOGYECONOMICSMANAGEMENTMATHEMATICS

2 A list of programs for the selected discipline displays. Double-click the appropriate program to view its program components.

For PC Press Enter on your keyboard.

Workflow ContextSearch results will only appear for program components that are in the Published state.

Quick Tips • To filter the discipline

list, type a discipline name (or partial name) into the Filter text box.

• Click the Discipline column head to sort disciplines in ascending or descending order.

• Click the button to return to the previous screen.

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3 Program components from the selected program display. Double-click a program component to view its content plan.

NOTE To import a content plan into your program, at any time during the search, click the button for the desired program component.

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4 The content plan displays in read-only format. Click the button to import the content plan.

NOTES

• When you import a content plan into your component, the imported content will replace any existing content.

• If the TOC for your program component already has content (tree structure containing children) you will receive a warning message:

More InfoRefer to the CPT Glossary for definitions of tree structure elements such as parent, child, sibling.



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NOTES

• When you import a TOC into a program component, all alignments to taxonomy and learning objectives are copied over as well, provided it is a shared taxonomy.

• In order to see the imported taxonomy mappings, the shared taxonomy and learning objectives have to be assigned to the program.

6 The TOC for the component displays in the TOC for component: panel. Click the expand / collapse icons to view / hide the TOC items and their content. Review the TOC to ensure your content plan has been imported.


Build or Modify TOC / Content Plan within CPT

5 Build or Modify TOC / Content Plan within CPT

There are four ways to create a TOC / content plan. In this workflow step, you will learn one way: build it within CPT.

This way often applies to a first edition or new component, where the tools within CPT are used to build the content plan manually. If you already have a content plan, you can use the CPT tools to modify the content plan as needed.




• Fill out and upload TOC Ingestion spreadsheet (mainly for first editions and non-main title components)

1 At http://workflow.pearson.com, sign in with your Pearson system domain/user name and password, and then click the Publishing Control System (PCS) link. Refer to the Sign In/Sign Out Job Aid for additional details.

2 In PCS, select your program component in the Component Navigator.

Workflow ContextThe component you select in PCS dictates which component automatically opens in CPT.

Quick Tip To access a program, click My Programs or run a search.



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3 Hover your mouse over the tab, and then click the sub-tab.

4 If this is a first edition, no content plan exists yet. To create one via CPT, click the button.

NOTES

• The first time you access CPT for a program, you must access it via PCS by clicking the button. The

button will be inactive.

• If you modify an existing TOC / content plan, the content plan might be locked. If so, click the active button before clicking the button.

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5 The CPT application opens. The TOC Manager and the program component that you selected in PCS display. To add the first TOC item to the content plan, click the Child icon in the TOC for component: panel.

6 Type the name of the TOC item, and then press Return on your keyboard. More InfoRefer to the CPT Metadata Guide for more information about TOC metadata.

NoteIn order for content to be modular, do not type unit and chapter numbers in the TOC item name.

For PCPress Enter on your keyboard.

Quick Tip Click the Program Component drop-down menu to select a difference component to work on.

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7 Continue to build or modify the TOC using the toolbar in the TOC for component: panel. As you build a hierarchy in your content plan, click the expand icons to view the TOC items.

a To add a TOC item at the same hierarchical level as the TOC item you have selected (not indented but flush), click the Sibling icon.

b To add a TOC item that is indented beneath the TOC item you have selected, click the Child icon. This new TOC item is one level deeper in the hierarchy.

c To cut a selected TOC item, click the Cut icon.

d To copy a selected TOC item, click the Copy icon.

e To paste a selected TOC item, click the Paste icon.

f To delete a selected TOC item, click the Delete icon.

a db ec f

NOTE You can reorder TOC items by drag-and-drop. As you drag, the drag-and-drop icon indicates which TOC item the selected item will be indented beneath when you drop it.

Quick Tips • A child is a TOC

item that is one level deeper (indented) into the hierarchy. Click the Child icon to create a child.

• A sibling is a TOC item that maintains the same level as the one from which it was created (not indented). Click the Sibling icon to create a sibling.

• Hover your mouse over the tool icons to view the names of the tools.

More InfoDeleted items and removed mappings can be restored from the Recycle Bin located in the Program Administration area. Refer to the Restore Items using the Recycle Bin job aid for more details on how to access and use the Recycle Bin.

NotesThe square icon to the left of each TOC item indicates the progress of content planning for that item.

No mappings or specs

Taxonomy mapped Taxonomy mapped

and spec created Taxonomy and

learning objective mapped

Taxonomy and learning objective mapped, and spec created

http://contentmanagement.pearson.com/workflowtraining/02%20content_planning/WKFL_Role_Based_TRG/x_all_roles/HE_WKFL_Restore_Deleted_Items_using%20the_Recycle_Bin.pdf



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Copy TOC / Content Plan into Another ComponentAfter you have built your TOC / content plan for a program component, you can copy it into other components to use as a starting point, and then modify as needed.

1 In the TOC Manager, select the source component from the Program Component drop-down menu.

2 The TOC for the selected component displays in the TOC for component: panel. From the Program Component toolbar, click the Copy icon.

Notes • The source component

contains the completed TOC / content plan that you want to copy.

• The destination component is the component that you want to copy the content plan into.

• When you copy a component, the entire plan inside the component’s TOC is copied.

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3 From the Program Component drop-down menu, select the destination component.

4 Click the Paste icon.

5 A confirmation message appears. Click the button to paste the TOC / content plan.





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6 The TOC / content plan from the source component is copied into the destination component and a confirmation message appears. Click the

button, and then modify the copied TOC as needed.

NOTE When a TOC / content plan is copied into a component, all of the mappings and specs from the source TOC are copied over.





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Add Notes in TOC Manager

As you build or modify your TOC / content plan, you can add, view, edit or delete notes to yourself or team members for any TOC item.

1 Select a TOC item in the TOC Manager, and then click the tab. More Info• To learn more about

the other tabs in the Detail Panel refer to the CPT Interface Quick Reference Guide.

• To learn more about the various tab’s metadata definitions refer to the CPT Glossary.



http://contentmanagement.pearson.com/workflowtraining/02%20content_planning/WKFL_Role_Based_TRG/contentcreator/Glossary/

http://contentmanagement.pearson.com/workflowtraining/02%20content_planning/WKFL_Role_Based_TRG/contentcreator/Glossary/

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2 The tab displays within the Detail Panel.

a View notes and creation dates in the Date and Note columns.

b Click the New icon to add a new note.

c Type a new note or edit an existing note in the text box.

d Click the button to save a new or edited note.

e Click the button to clear newly typed text.

f Select the note in the Note column, and then click the Delete icon to delete a note.

c

b

d

f

e

a

NOTE Notes can also be created at the program level by navigating to the Program Content Manager located under the Content menu in CPT.

Notes• To edit an existing

note, first select it in the Note column.

• You can edit other users’ notes. However, your edits will not be timestamped and your user ID will not appear.

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Move Uploaded WA (Work Area) Content into a PCS/Workflow-linked TOC


6 Move Uploaded Work Area (WA)Content into a PCS/Workflow-Linked TOC

If your team uploaded TOC spreadsheet content into CPT, but not into a particular component, the content will be in a Work Area (WA).

In this workflow step, you copy and paste the entire Work Area TOC, or individual TOC items into a workflow component.

(WA) designates a Work Area component

(HE) designates a workflow component

NoteTOCs of program components that were created in PCS and exist in CPT have (HE) at the end of their names. Work Area TOCs that are not linked to PCS have (WA) at the end of their names.

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Copy Entire Work Area (WA) Component TOC

1 In the TOC Manager, select the (WA) component that you want to copy into the (HE) component.

2 Click the Copy icon in the Program Component tool bar to copy the (WA) TOC content to your clipboard.


Note A TOC is also known as a content plan in CPT.

Quick Tip The TOC for the selected component displays in the TOC for component panel.




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3 In the TOC Manager, select the (HE) component that the (WA) content plan will be copied into.

NOTE If you select a component that already has TOC content, the TOC content you copied will overwrite it and a warning message will appear.

42




6 The Work Area (WA) content appears within the (HE) component’s TOC.

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Copy Individual Work Area (WA) TOC Items

1 In the TOC Manager, select a (WA) component to copy TOC items from.

2 In the TOC for component panel, select a TOC item from the list, and then click the Copy icon.

NoteIf you open two TOC Manager windows, you can drag-and-drop content across trees.

44



3 In the TOC Manager:

a Select an (HE) component.

b Select a TOC item.

c Click the Paste icon.

a

b

c

4 The Work Area (WA) TOC item is copied to the (HE) component. If desired, type a new name for the copied TOC item.

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Map TOC / Content Plan to Taxonomy


7 Map Content to Taxonomy

In the Integrated Workflow, taxonomies are used to categorize content so it is easier to manage. Mapping your content to a taxonomy increases content reuse because the content can then be easily searched, selected, and incorporated in other components or programs. You map your content to a taxonomy for first editions as well as for revisions where there are editorial changes, such as new chapters or additional content.



3 Click the Content menu, and then select the TOC Manager.

Workflow Context• If you have

requested Content Prep, mappings are automatically created and you can update or add to the mappings later on.

• The taxonomy connects learning objectives and content as a hierarchy of topics or categories, which creates an organized alignment among all three. Instead of aligning individual learning objectives to individual content (TOC items) for each program, you align them to a taxonomy and see all the connections between the three parts.

• The taxonomy is created in a separate tool outside of the Workflow and then imported into CPT.

• You can only access the taxonomy via CPT. Taxonomies that are shared among multiple programs cannot be edited.



46



4 The TOC Manager displays. From the Program Component drop-down menu select a component.

5 The TOC for the selected component displays in the TOC for component: panel. Click the expand / collapse icons to view/hide the TOC items and their content.

6 Select the appropriate TOC item, and then click the tab.






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7 Locate the appropriate taxonomy and then:

a Click the plus icon to open it.

b Click the expand / collapse icons to view/hide the hierarchy.

a

b

8 To map the TOC item to a taxonomy term, in the Taxonomy panel, click the check box(es). The mapping automatically saves, and the taxonomy mapping appears in the right column.

NOTE When you select a taxonomy term in the Taxonomy terms mapped to... panel on the right, the learning objectives that are mapped to that taxonomy term display in the Learning Objectives mapped to... panel below.

More InfoRefer to the CPT Interface Quick Reference Guide to learn how to collapse and expand the various panels within the TOC Manager. Refer to the CPT Interface Quick Reference Guide to learn how to run a Content Title Search.


No mappings or asset specs

Taxonomy mapped

Taxonomy mapped and Asset Spec created

Taxonomy and Learning Objective mapped

Taxonomy and Learning Objective mapped, and Asset Spec created





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9 To remove a mapping:

a Click the check box(es) in the Taxonomy panel to de-select and remove the green checkmark.

or

b Click the Delete icon(s) in the Taxonomy terms mapped to... panel.

a

b

NOTES

Click the:

• tab to view and add metadata for the TOC item.

• tab, and then click the New icon to add a note. To save the note, click the button. Your note will appear in the Note panel along with the date and time. Other users can change/edit notes that others begin, and there are no separations (timestamps or user IDs) between the edits.

• tab to view asset specifications aligned to the TOC item.

Workflow ContextYou cannot add or delete a Higher Ed program component in CPT because it is linked to PCS.





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Fill out the Learning Objectives Spreadsheet


8 Fill Out Learning Objectives Spreadsheet

Learning objectives (LOs) are created manually in CPT or ingested from a spreadsheet.

There are two types of learning objectives used in CPT:

Shared learning objectives can be mapped to shared taxonomy terms in the discipline-specific Shared Activity Module (SAM). These mappings are used in various programs. Program-specific learning objectives are only accessible and editable in a single program, and their taxonomy mappings cannot be used in other programs.

In this Workflow step, you fill out a learning objectives spreadsheet.

1 Download and open the most current spreadsheet from Neo.


NOTE When you access CPT for the first time, you must first go through PCS. Hover your mouse over the PCS tab, click the sub-tab, and then click the button.

More InfoRefer to the Manage Discipline Level Shared Activities Job Aid for additional information.

Notes • Due to changes

in formats, it is important to check for the latest version of the learning objectives spreadsheet. To obtain the most current spreadsheet template click here, or request it from [email protected]

• To perform an ingestion, you must be a member of the Program’s team in PCS and have Program Admin access in CPT.




http://contentmanagement.pearson.com/workflowtraining/02%20content_planning/WKFL_Role_Based_TRG/programmanager/Job_Aids/HE_WKFL_Manage_Discipline_Level_Shared_Activities_Job_Aid.pdf

http://contentmanagement.pearson.com/workflowtraining/02%20content_planning/WKFL_Role_Based_TRG/programmanager/Job_Aids/HE_WKFL_Manage_Discipline_Level_Shared_Activities_Job_Aid.pdf




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3 At the My Programs screen in CPT, click the Program Administration link for your program.

4 The Program Detail Page appears. Make a note of the Program ID. This number is required in the spreadsheet.

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Spreadsheet: Top Section

1 In the top section of the LO spreadsheet, fill out the cells marked as (Required) below:

a Program ID: (Required) Type the Program ID number identified in step 3. This ID tells CPT which program to place the LO set into. If the LO set is shared, leave blank, as the information will go to more than one program.

b Root GUID: The Root GUID is not needed for first time ingestion of LOs. Leave blank.

c Title: (Required) Type the title of the LO. A program-specific LO title should include enough information to help you easily locate it in CPT. A discipline-specific LO title should include discipline and type (e.g, nursing_nclex) and should not include any program-specific information.

ab

c

NOTE If you do not enter information into the required cells, the ingestion will fail.

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defghij

d Publishing Authority: (Optional) Type the third-party source of a learning objective. (example: an association such as NCLEX).

e Publishing Authority Code: (Optional) Type the code associated with the publishing authority. This is a one to three character abbreviation of the publishing authority for LOs created outside of Pearson.

f Source URL: (Optional) Type the URL for a set of learning objectives from an online source.

g Year: (Optional field) Type the year that an outside source published the set of learning objectives. Not required for LOs created in-house.

h Discipline: (Required) Click the drop-down menu and choose the Discipline Name associated with your program.

i Discipline Code: (Required) Click the drop-down menu and choose the Discipline Code associated with your program.

j Type: (Required field) Click the drop-down menu and choose either LO-Shared for shared learning objectives, or LO-Program for program-specific learning objectives.

NoteDiscipline codes can be found in PCS on the Editorial > Title Info screen.

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Spreadsheet: Bottom Section

1 In the bottom section of the LO spreadsheet, fill out the cells marked as (Required) below:

a GUID: GUID info is not needed for a first time ingestion of the LO. Leave blank.

b Level: (Required) Type the number 1 in the Level column for all learning objectives. Level is a numeric value that corresponds to the item’s depth in the LO hierarchy.

c Grade Lo/Grade Hi/Grade Label: Information is not needed here as these fields do not appear in the CPT interface. Leave blank.

d Code: (Required) Type the learning objective number, including chapter, for each LO. For example, 1.1, 1.2, 1.3, 2.1, 2.2, 3.1, 3.2.

e Type: (Optional) Type the classification, if learning objectives can be classified into categories (examples: outcome, assessment, content, etc.).

f Learning Objective: (Required) Type or copy/paste the text of the learning objective.

a b c d e f

NOTE Do not leave any blank rows between entries on the spreadsheet; blank lines will cause a program error

Note In rare cases, you may have additional subsets to the original level of Learning Objectives; for these additional subsets you type the number 2 under the Level column

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EXAMPLE: With the above data entered, the LO hierarchy will appear in the CPT Learning Objectives Manager as follows:

Request Ingestion of LO Speadsheet and Taxonomy Mapping

Attach a completed LO spreadsheet for each program or shared LO set to an email message, and send the email message to Dan Parker [email protected] or your assigned Workflow Services representative. The subject of the email message is “Learning Objective Ingestion plus taxonomy mapping request.”

Include the following information in the body of the email:

• Author name

• Title

• ISBN

• A request that the LO’s are ingested and mapped to the appropriate taxonomy

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NOTE An author or SME should review the completed mapping via a report from CPT. Report any changes to your Workflow Services representative of the content prep team.

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Map Learning Objectives to Taxonomy


9 Map Learning Objectives to Taxonomy

Learning objectives identify the goal of a learning experience, and taxonomies categorize content so it is easier to manage. Mapping your learning objectives to a taxonomy and then a taxonomy to your content increases efficacy by helping to plan content that is aligned to clear goals. In this Workflow step, you learn how to manually map learning objectives to a taxonomy.



NOTE Shared learning objectives can be shared across programs, but it is possible to use program-specific learning objectives that only apply to one program only. The benefit of using shared learning objectives is that they can be mapped once and retain their mappings to taxonomies for use in any program, whereas program-specific learning objectives do not retain their mappings outside of their specific program.

Workflow Context• If you have

requested Content Prep, mappings are automatically created and you can update or add to the mappings later on.

• The taxonomy connects learning objectives and content as a hierarchy of topics or categories, which creates an organized alignment among all three. Instead of aligning individual learning objectives to individual content (TOC items) for each program, you align them to a taxonomy and see all the connections between the three parts.

• The taxonomy is created in a separate tool outside of the Workflow and then imported into CPT.

• Taxonomies that are shared among multiple programs cannot be edited.



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Map Learning Objectives via Learning Objectives Manager

There are two ways to map learning objectives. You can either map them via the Learning Objectives Manager, or via the Taxonomy Manager.

1 Click the Learning Objectives menu, and then select the Learning Objectives Manager.

2 The Learning Objectives Manager displays. From the Learning Objective drop-down menu select a learning objective set.

More InfoRefer to the Fill out the Learning Objectives Spreadsheet section in the Editorial Assistant Content Planning Job Aid and the Upload the Learning Objectives Spreadsheet section in the Program Manager Content Planning Job Aid for information on ingesting learning objectives into CPT.

Note You can map to multiple taxonomies if needed.



http://contentmanagement.pearson.com/workflowtraining/02%20content_planning/WKFL_Role_Based_TRG/programmanager/Job_Aids/HE_WKFL_Content_Planning_Program_Manager.pdf


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3 The learning objectives display. Select the learning objective you wish to align.

4 Click the tab. A list of taxonomies displays in the Source Taxonomies panel.





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5 Locate the appropriate taxonomy and then:

a Click the plus icon to open it. The open taxonomy displays the minus icon.


ab

More InfoRefer to the CPT Interface Quick Reference Guide to see how variations appear in the CPT application.



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6 To map learning objective(s) to a taxonomy term, at the Source Taxonomies panel, click the check box(es). The mapping automatically saves.


a Click the check box(es) to de-select and remove the green checkmark.

or

b Click the Delete icon(s) in the Mapped terms to... panel.

a

b

8 Continue to select learning objectives and map them to taxonomy terms, until all learning objectives are mapped to the taxonomy.

Note Mapping information also displays in the Mapped terms to... panel on the right.









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NOTES

• Click the tab to view and add metadata.

• Click the tab to view any variations. A variation is an alternate version of a learning objective, which might be added to present a different wording of the learning objective. Variations are marked with a V icon.

• Click the tab to add notes. Click the button, and then type your note. To save the note, click the button. Your note will appear in the Note panel along with the date and time. Other users can make changes/edits to notes that others begin, and there are no separations (example: time stamps or user ids) between the edits.

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Map Learning Objectives via Taxonomy Manager

There are two ways to map learning objectives. You can either map them via the Taxonomy Manager, or via the Learning Objectives Manager.

1 Click the Taxonomy menu, and then select the Taxonomy Manager.

2 The Taxonomy Manager displays. Locate the appropriate taxonomy and then:

a Click the plus icon to open it. The open taxonomy displays the minus icon.


a

b

More InfoRefer to the Fill out the Learning Objectives Spreadsheet section in the Editorial Assistant Content Planning Job Aid and the Upload the Learning Objectives Spreadsheet section in the Program Manager Content Planning Job Aid for information on ingesting learning objectives into CPT.

NoteShared taxonomies display a icon.





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3 Select a taxonomy you wish to align, and then select the Learning Objectives tab.

4 Learning Objectives display:

a Click the plus icon to open the learning objective. The open learning objective displays the minus icon.

b To map learning objective(s) to a taxonomy, at the Source Learning Objectives panel, click the check box(es). The mapping automatically saves.

c Mapped learning objectives immediately display in the Mapped Learning Objectives panel.

a

b

b

More InfoRefer to the CPT Interface Quick Reference Guide to learn how to search for taxonomies.



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a Click the check box(es) to de-select and remove the green checkmark.

or

b Click the Delete icon(s) in the Mapped Learning Objectives panel.

a

b

NOTES

• You cannot map content in the TOC Manager to a taxonomy from the Taxonomy Manager.

• Click the tab to view and add metadata.

• Click the tab to add notes. Click the button, and then type your note. To save the note, click the button. Your note will appear in the Note panel along with the date and time. Other users can make changes/edits to notes that others begin, and there are no separations (example: time stamps or user ids) between the edits.

• Click the tab view TOC nodes mapped to the taxonomy.





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Create Specs and Search for Assets


10 Create Specs and Search for Assets (Skip, if Basic)

In CPT you create specifications and search for existing assets in Documentum (DCTM) to fulfill them. When you search for reusable assets using CPT, CPT sends DCTM the selected taxonomy term and then DCTM returns all assets associated with it.

NOTE Before you can search for reusable assets, your TOC items must be mapped to taxonomy terms.

In this Workflow step you create specs and search for existing assets to reuse.



More InfoThe content plan in CPT should be up-to-date and contain the information about any and all assets used in a program component. For more information, refer to the Build or Modify Content Plan section of the this Job Aid.



66




4 The TOC Manager displays. From the Program Component drop-down menu, select a component.

5 The TOC for the selected component displays in the TOC for component panel. Select a TOC item, and then click the tab.


Quick Tips• Click the expand

icons to expand the TOC heirarchy.

• Click a TOC item to select it.


No mappings or specs

Taxonomy mapped

Taxonomy mapped and spec created

Taxonomy and learning objective mapped

Taxonomy and learning objective mapped, and spec created

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Create New Specification

You create a new specification to define a new content asset.

1 Click the Add new asset spec icon on the tab for your selected TOC item.

NOTES

• In Potential and Planned states if you see a lock icon on your spec it likely means that the content plan needs to be unlocked in PCS. Once unlocked you can edit the spec

• At the Planned state the Documentum folder structure is set up, and picked up items that are in place at the source will move over to the new folder structure. This means that a picked-up item is fulfilled, and will display the fulfilled icon.

• At the Committed state the specs are locked for modifications. You can delete or add specs, but cannot modify them, and a lock icon appears.

Notes • You can align one or

more asset specs to a TOC item.

• The program team determines the breadth of a TOC hierarchy. However, you add specs to the content plan where they make the most sense.

Workflow ContextIn Content Prep a revision program’s content is prepped for content planning. During content prep, assets and specs from the previous edition become available in CPT.When your program is content prepped, be sure to check specs to ensure all assets are retained, and that all Image types are correctly assigned (example: illustration, photograph, etc).

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2 The sub-tab displays. Provide content asset metadata. Required fields are marked with a red asterisk.

a Type a title in the Title text box. This is a short descriptive title, and not a reference to where the item sits in the content plan.

b Select an asset type from the CC drop-down menu.

c Select the content type from the CT1 drop-down menu: Rich Media, Text, Image,Information Form, or Assessment.

d Select the content sub-type from the CT2 drop-down menu.

e Select New from the Reuse Type drop-down menu.

f Type details about the item in the Description text box.

g Populate the optional fields as needed: Keywords, Audience, Instructions, Figure Num and Caption.

h Click the button to save the new spec.

NOTE The sub-tab only displays if you have grouped components for combined content planning. The sub-tab indicates grouped components that use this spec.

NotesIf an asset file is uploaded into DCTM but is not linked to your content plan or integrated workflow, then you must create a new spec for it in CPT. To create its spec select New from the Reuse Type drop-down menu.

Quick TipClick the the sub-tab to deselect components that should not use the spec.

ab

c d e

g

f

h

More InfoThe divided sections of the panels are movable, allowing you to enlarge or decrease the size of the panel you are working in. Refer to the CPT Interface Quick Reference Guide to learn how to manipulate the various panels within CPT.

Quick Tip To create a specification for an external web link, select Web Resource for CC. The Reuse Type defaults to Pick up. Type the link information into the URL text box, however this information is not required until the Committed state.



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3 The newly created spec displays in the Asset specs attached to: panel.

Search for Assets to Reuse

1 Click the Add new asset spec icon or select an existing spec on the Specs tab for your selected TOC item.

2 The Search panel displays defaulting to the sub-tab. Select a taxonomy term to search DCTM for reusable assets that are mapped to the term, and then click the button.

Workflow ContextIn Content Prep a revision program’s content is prepped for content planning. During content prep, assets and specs from the previous edition become available in CPT.When your program is content prepped, be sure to check specs to ensure all assets are retained, and that all Image types are correctly assigned (example: illustration, photograph, etc).

Notes• You can search for

assets for reuse as long as your selected TOC item is mapped to a taxonomy term.

• The taxonomy mappings that appear in the Select drop-down menu are the taxonomy terms that are mapped to the TOC item.

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3 Search results display.

a Click an icon next to View to view By Thumbnail or by By List .

b Click an icon next to Sort by to sort files by Alphabetic sort or Sort by Kind .

c Use the filters to narrow down your search by CC, CT1, CT2 and/or type a text string in the Text text box.

d Click the Info/View Details icon to view a pop-up window containing metadata, rights information, and a larger thumbnail view for image assets.

e Click the Add icon to add the asset to the Collected Asset/Spec references pane.

f Click the Delete this Reference icon to remove an asset from the Collected Asset/Spec references pane.

g Click the Add Metadata to Spec icon to add the asset’s metadata to the spec.

h Click the Add to new asset spec icon to add the asset to a separate new spec. This can be used to take multiple collected items and split them out into their own specifications.

a

d

b

f g h

c

e

d





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4 In the sub-tab, metadata from asset(s) added to the Collected Asset/Spec references panel display the fields. Select either Pick up or Pick up & Modify from the Reuse drop-down menu.

5 If you select Pick up & Modify, in the Instructions text box, type detailed instructions about how the asset should be modified, and then click the

button.

Notes• If the reuse type is

Pick up, the asset is picked up from another source and not altered.

• If the reuse type is Pick up & Modify, the asset is picked up from another source and has alteration permissions.

• If an asset file is uploaded into DCTM but is not linked to your content plan or integrated workflow, then you must create a spec for it in CPT and select the appropriate reuse type.





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6 If you select Pick up, a confirmation message appears. Click the button which will overwrite any metadata you may have entered with the metadata from the source item, and then click the button.

NOTE If you add multiple assets to the Collected Asset/Spec references panel and select Pick up for the Reuse Type, only one asset can be used. Refer to the Use column to indicate the correct asset to pick up.

Quick Tip If you want to use the multiple assets separately, click the Add to new asset spec icon, which will create separate new spec(s) for each asset.

Quick Tips• Click the

button, to retain your newly added metadata, and then change the reuse type to Pick up & Modify.

• The sub-tab only displays if you have grouped components for combined content planning. Click the

sub-tab to deselect components that should not use this spec.

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Search for Specification

On the sub-tab, you can search for existing specifications within the same program to reuse them in other places.

1 On the tab, click the Add new asset spec icon for your selected TOC item.

2 The Search panel appears.

a Click the sub-tab.

b Click the Select drop-down menu, and select a taxonomy term.

c Click the button.

c

a

b

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3 Search results from within the program display.

a Click the button to add the spec to the Collected Asset/Spec references panel.

b Click the button to view metadata information.

c Click the Delete this Reference icon to delete the reference; click the Add Metadata to Spec icon to add metadata to the spec; or click the to View Details icon view details.

a b

c

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4 Review the metadata in the top panel. You can reuse the specification as is by selecting Pick up for Reuse Type or you can make changes to this version of the spec by selecting Pick up and Modify for Reuse Type.When you are finished, click the button.

NOTE If you add multiple assets to the Collected Asset/Spec references panel and select Pick up for the Reuse Type, only one asset can be used. Refer to the Use column to indicate the correct asset to pick up.

Quick TipThe sub-tab only displays if you have grouped components for combined content planning. Click the the

sub-tab to deselect components that should not use this spec.

Quick Tip If you want to use the multiple assets separately, click the Add to new asset spec icon, which will create separate new spec(s) for each asset.

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Reorder Specs

After you have specs associated to the content, you can reorder specs on the tab.

1 In the TOC Manager, select a TOC item and then click the tab.

2 Specs display. Drag and drop the specs to reorder them as desired. For example, you may want to reorder specs by figure number.

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Move Specs

If you have specs in the wrong place in the TOC hierarchy you can move them. On the tab, you can select a spec and drag it to another spot in the TOC. The spec, as well as taxonomy mappings are moved with it.

1 In the TOC Manager, select a TOC item and then click the tab.

2 Specs display. To move a spec, drag-and-drop the spec onto a TOC item in the TOC for component: panel.

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3 The spec, along with its taxonomy mappings, is moved to its new position in the TOC hierarchy.

Promote Content Plan to PCS


11 Promote Content Plan to PCS

When a program component’s content plan is ready to be submitted to PCS, you promote it from CPT. This does not necessarily mean that it is 100% complete, as content planning is a highly iterative process. Once it is promoted, you can then view it on the Product > Content Plan screen in PCS.

NOTES

• A component’s content plan must be promoted to PCS, before it can be promoted from the Planned to Committed state in PCS.

• You can also view the assets in Program > Content Plan, where the rights decision tree can start to be completed.



Workflow ContextIn order to see files in Documentum, the content plan must have been promoted from CPT to PCS, and the program must be in the Planned state.






4 The TOC Manager displays. From the Program Component drop-down menu, select a component to promote to PCS.

5 The program component displays. Click the tab.

NoteTOCs of program components that were created in PCS and exist in CPT have (HE) at the end of their names. Work Area TOCs that are not linked to PCS have (WA) at the end of their names.



6 Click the button.

7 A warning message appears. Click the button.




9 You receive an email notification that the detailed content plan was either created successfully or unsuccessfully in PCS.

NOTES If the content plan creation in PCS was unsuccessful:

• Click the click here link in the email to view the validation report, which lists both errors and warnings.

• Locate the errors in the report to identify issues and try to address them. Warnings do not cause the content plan creation to fail.

Quick Tip If you are unable correct the errors, create a support ticket. Click here to learn how to create a support ticket.





Review Content Plan in PCSAfter you receive a confirmation message that the program component’s detailed content plan has been created in PCS, you can go to PCS to review it.

1 In CPT, click the Workflow Applications menu, and then select PCS.

2 The PCS My Programs screen appears. Access your program from either the List Manager, Recent or Favorites screens, or run a search to locate it.



3 Your program’s Editorial screen appears. Hover your mouse over the

tab, and then click the tab.

4 The Content Plan screen appears. Confirm that the content plan has been promoted to PCS correctly.

NOTES

• If changes are made to the content plan in CPT, first click the button in PCS, and then promote it from CPT again.

• After you promote a plan to PCS, the degree to which it can be edited depends on the component’s PCS lifecycle state. In the Potential and Planned states, you can make changes to the content plan in CPT, as needed. In the Committed state, you can delete or add new specs and TOC items, but you cannot modify existing ones. In order to push out those changes, you have to demote the program to the Planned state, and then promote the component from CPT again.

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Promote Program State from Proposed to Planned


Promote your program’s PCS lifecycle state from Proposed to Planned after:

✓ All program proposals with valid SOAs are routed and approved.

✓ All progam components are in the Proposed– Proposal Approval state.

✓ Authors have signed their contracts, created by the the Royalty Accounting System (RAS), or a revision is agreed upon.

✓ The team structure is created in PCS on the Team tab.

✓ The content plan is initiated, which occurs when the button is clicked on the Product > Content Plan screen in PCS.

NOTES

• This state promotion is allowed only at the program level. PCS will automatically promote all the program components to Planned when you manually promote the program.

• Currently, there is no way to know if the contract has been signed. When you promote the state, it is assumed that you confirmed the contract was signed by the author(s).

• Ideally, the Workflow steps to create the budget and content creation resources on the PO tab should be completed in PCS before this state promotion.

1 At http://workflow.pearson.com, sign in with your Pearson system domain/user name and password, and then click the Publishing Control System (PCS) link. Refer to the Sign In/Sign Out Job Aid for additional details.

More InfoRefer to the PCS States Quick Reference Guide for more information about states.

Program: Proposed

Program Components: Proposed – Proposal Approved

PCS Lifecycle State

NoteDo not open PCS in multiple browser windows because the data could be saved to the wrong program or component.

12 Promote Program State from Proposed to Planned

Workflow ContextThe promotion to the Planned state creates your program’s folder structure in Documentum.



http://contentmanagement.pearson.com/workflowtraining/01%20program_planning/WKFL_Role_Based_Trg/acquisitionseditor/Quick_Reference_Guide/HE_WKFL_PCS_States_Guide.pdf


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2 In PCS, access your program, and then hover your move over the

tab, and click the sub-tab.

3 The State screen appears. Click the -Select- drop-down menu for program in the Action column, and then select Promote to promote the program.

NOTE The Promote option will not be available in the program’s -Select- drop-down menu if any component is not in the Proposed-Proposal Approved state, as displayed in the Current State column. All program proposals must be approved prior to promoting the program to Planned.

Quick Tip To access a program, click My Programs or run a search.

Note To promote the program, it must be in the Proposed state, and all its components must be in the Proposed– Proposal Approval state.

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4 The Next State column displays the promotion state, which is Planned, for the program and its components. Click the button.

NOTE If the Combined Content Planning ... confirmation message appears, click the button. The confirmation message appears if your digital components (e.g., eText, CourseSmart) are supplements in a main component’s Set and have Pearson eText selected in the Brand drop-down menu on the Editorial > Title Info screen. In combined Content Planning, the supplements that are part of the group will share the main program component’s content plan.

Quick Tip Click the State Legend button to view a list of PCS states.

Quick Tip To view the Brand field, go to the Editorial > Title Info sub-tab and change the Screen View option to Show All Fields.

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5 The THIS RECORD HAS BEEN SAVED SUCCESSFULLY confirmation message displays.

NOTES

• A read-only version of the program is created that captures a snapshot of when the program is promoted to the Planned state. The snapshot is found on the Editorial > Title Info > Component Navigator > System Snapshots.

• From the Planned state onward, each program component can be promoted individually and you cannot promote the entire program until all program components are promoted to the Committed state.

More InfoRefer to the PCS States Quick Reference Guide for more information about the Planned state.



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6 The state promotion creates a folder structure in Documentum. You receive an email notification that your program was successfully delivered from PCS to Documentum. Click the link in the email to view the folder structure in Documentum.

NOTES After the promotion to Planned, you can update the folder structure and its contents in Documentum if the content plan changes and the program has not yet been promoted to the Committed state.

• If the content plan has been promoted to PCS from CPT:

1 In PCS, go to the Product > Content Plan sub-tab, and then click the button to unlock the content plan.

2 Update the content plan in CPT, and then promote it back to PCS. For more information refer to the Promote Content Plan to PCS section of this job aid.

3 In PCS, go to the Editorial > State sub-tab, and then click the button or go to the Program >

Dashboard sub-tab and click the button.

• If the content plan has not yet been promoted back to PCS and is still being worked on:

1 When the content plan is updated, promote it back to PCS. For more information refer to the Promote Content Plan to PCS section of this job aid.

2 In PCS, go to the Editorial > State sub-tab, and then click the button or go to the Program >

Dashboard sub-tab and click the button.

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