roadmap for sage journals highwire meeting 2012

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Los Angeles | London | New Delhi Singapore | Washington DC Building a Roadmap for SAGE Journals Lettie Conrad Manager, Online Product Management

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Presentation by Lettie Conrad at Highwire Meeting 2012

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Page 1: Roadmap for sage journals   highwire meeting 2012

Los Angeles | London | New DelhiSingapore | Washington DC

Building a Roadmapfor SAGE Journals

Lettie Conrad

Manager, Online Product Management

Page 2: Roadmap for sage journals   highwire meeting 2012

Los Angeles | London | New DelhiSingapore | Washington DC

What a journals platform roadmap means

● What is it?

● How does it work?

● Does it connect?

● How is it measured?

Page 3: Roadmap for sage journals   highwire meeting 2012

Los Angeles | London | New DelhiSingapore | Washington DC

SAGE Journals roadmap goals

● Communication● Strategy● Planning

July Aug Sept Oct Nov Dec Jan Feb March April May June July August Sept Oct Nov Dec

Rescheduled: 2013 - Ph.3 May-12 Investigation

Rescheduled: 2013; deprioritized Jun-11

High priority Jan-12

Newly AddedRescheduled: 2 month delay Jun-12 Release

Rescheduled: Q4 2012/ Q1 2013; high priority

Nov-10 Release

Rescheduled: 2013 Apr-11 Investigation Release Release

Rescheduled; 1 month delay Jun-11Release: OF Topic

HeadingsDeprioritized May-12 Podcasts as non-Supp Release

Deprioritized Dec-11 Patient Access with CCC Development Release

Rescheduled: Q4/ Q1 2013; high priority

Sep-10 Release

Rescheduled: Hard timeline Apr-11Enhancement to My Marked Citations

Release - Post-release monitoring

Rescheduled for 2013 Jul-10Newly Added Jul-11

Changed dev to investigation May-12 Development Release

Rescheduled: 2013 Jul-11

Rescheduled: 2013 Apr-11"Did you mean?"

Newly Added Jan-11 Development Release

Rescheduled: Q4 2012 Jan-12 Development Release

Rescheduled: 2013 Aug-10

Added Cont Pub & Drupal Jul-12 Release: SGO Cont PubRescheduledRescheduled Apr-12 ReleaseRescheduled Apr-12 ReleaseRescheduled Apr-12 Release

Newly Added Jan-12Newly Added Jun-12 Release

Rescheduled: Q1 2013; high priority

Jul-12 Investigation Release

Rescheduled: 2013 May-12Newly AddedNewly Added Aug-12Newly Added Jan-12Newly Added Aug-12 Investigation ReleaseNewly Added Aug-12

Rescheduled: 1 month; high priority

Jan-12IF and Journal Ranking

auto-feedRelease

Rescheduled for 2013 Apr-11Newly Added Jan-12Newly Added

Rescheduled: 2 months Jan-12 DevelopmentNewly Added Jan-12

Rescheduled: 2013

Legend Standard priority Standard priority Standard Release

High priority research or

High priority development projects

High Priority

Release

SAGE Journals Roadmap (updated: 10-3-2012)

Q4

Enhancements to Editor's Choice Collections

October Free

Trials

SRM Interlinking

SJ-wide HTTP SSO support

Development: SJ Token PPV

First Page Preview

Annual Objectives / Product Goals Q2 Q3Q1

Counter 4 Compliance Updates

Q1 release notesQ3 Q4

Discovery - Usage

Open Access

u

u

Mobile

u

Date Requested

Mobile Site Access Control

SAGE-managed registration project (Phase 3)REG: Phase 2.5 - Data

SAGE Knowledge Interlinking

TEMIS - R1 (Standard release) TEMIS - Investigate SK & SJ

Ability to toggle from mobile to full

Tagging Ads with CheckM8

Dev: Alerts Functionality (Phase 2)

'article available' improvements

Development: Article available improvements

Development: Podcasts as non-

October Free

Trials

Google Scholar Primer

Related Articles

2012 2013

Related Journals

Investigation

Investigation: Title Search

Investigation: Retro Titles

Alerts Registration (Phase 3)

Sub-disciplines

Development: A2R

Investigate: Drupal

Analytics Workbench R1

Author Services: ADC & Author ePrints

Overhaul login and challenge pages

Competitiveness u

Monetization u

Investigation

User Engagement / Usability

Data - Analytics - Reporting

u

Release notes - changed from last roadmap

SJ Portal page mobile-optimized

u

Multi-journal and cross-platform apps

SAGE Open - Medical Case ReportsSAGE Open - EngineeringSAGE Open - Medicine

Research Methods Tagging on SJ

Data/ Functional APIs for Product Integration

Mobile Vouchers

Development

Dev: Overhaul SJ Alerts Management Page

Opportunities for post-publication versioning (CVoR)

Cover-to-cover

Page 4: Roadmap for sage journals   highwire meeting 2012

Los Angeles | London | New DelhiSingapore | Washington DC

Scale Owner

1 - 5 Oct Nov Dec Jan Feb March April May June July Aug Sept Oct Nov Dec

Rescheduled / Developed a 3-phased approach (Phase 1 completed)

5 C L & C Release: Trial Reg Page Release

No Change 5 C L Release

No Change 5 C Release

Newly Added Open Athens Support

Rescheduled 4 C C Custom subject RSS feeds Custom RSS feeds Release: Custom RSS feeds

Rescheduled 3 C LNo Change 2 S

Newly Added Development Release

Newly Added

Rescheduled n/ a S Julie Feature Usage Reporting

Rescheduled 2 C CFocus on email alerts

redesignAlerts Overhaul (Phase 2) Alerts Overhaul (Phase 2) Release

Comments feature launched SJO-wide; expansion of article ratings rescheduled 2 S C Article ratings SJO-wide Release

Newly added Release

Rescheduled 3 C CRelease: Twitter and

Facebook buttons

No Change 2 S CDevelopment: OF topic

headingsRelease

No Change 2 C CNo Change 4 C C Release

No Change 1 CRescheduled 2 S C Development: Related Links Release Release

Newly added Development Release

Newly added C Release

Newly added CPatient Access pilot with

CCC/ RightsLinkRelease

Newly added

Newly added Release

Newly added CNo Change n/ a C Development Release

No Change n/ a C

Rescheduled 3 C CAdjust Subscribe Tab

(SAGE)

Release - Post-release

monitoring

No Change 5 C L Release

Rescheduled n/ a C C Release

No Change 2 S L Dev: Did you mean? Release

Otolaryngology added; workflow maintenance rescheduled

2 C C

No Change 3 S LNo Change 3 S Julie Dev: author e-prints Release

Rescheduled 2 S CNewly added

Newly added Development Release

Newly added Development Release

No Change 5 C L Release

Rescheduled 4 S C Issue PPV Release Development Release

Added phase 2 4 CMigrate 33 EHS Sites to

CkM8Release

No Change 4 C L Release

No Change 5 C L Release

No Change n/ a S LNo Change n/ a C L

Newly added

Newly added

No Change n/ a C LNo Change n/ a C Development Release

No Change n/ a C CP

Rescheduled 5 S LNo Change 5 C C Release

No Change S C Mobile - CME Release

Added phase 2 CNo Change C Voucher Service

Rescheduled (earlier) 5 S C SJO mobile apps

No Change C C Release: Toggle

Newly added

Newly added

Newly added

Newly added Droid Apps Droid Apps

Newly added Development Release

No Change n/ a S

No Change 5 SData / functional APIs for

product integrationDevelopment Release

No Change 1 S C SJO WiCK Development Release

No Change n/ a C C Development Release

No Change n/ a C C Release

Newly added S30 SJO Interlinking Release

Newly added n/ a C C Release

New journal launches u No Change n/ a n/ a 3 3 4

Legend

Q2 Updates to Mobile Sites

Development: Article available improvements

Tagging ads with CheckM8 & post-launch enhancements to ad placement

SJO Token PPV

Development: Droid apps Release

October Free Trials

Impact Factor and Journal Ranking auto-feed and discoverability

Dev: Patient Access with CCC/ RightsLink

DevelopmentRelated articles

Enhancements to Editor's Choice feature (giving control to SAGE)

Ability to toggle from SJO

Standard priority development projects (2 or 3) High priority development projects (1)

Development: SRMO Interlinking

Enhance articles without abstracts/ extracts

Q4 Updates to Mobile Sites

Investigate HighWire's Virtual Journals product offering

Personalized web apps (my favorites)

Link Advertising to rate card (not corp)

SAGE Open - Medicine

Development: SJO WiCK

Investigate: Streaming videos (in-browser)

Custom collection tool kit (user-created 'playlists')

Release: OA for errata/ retractions

Supp Data/ Issues' solution

Development

OA for errata/ retractions

Cover image enhancements

Release notes - changed from last roadmap

Development: Podcasts as non-Supp data

Expand video library capabilities

Release

SJO print on demand

Investigation: Integration between SJO and SAGE Corporate

Custom: Push notifications (alerts) to authors to check ADC

Annual Objectives / Product Goals

SAGE Journals Online Roadmap (updated: 10-11-2011)

Q3 release notesQ3Q2

2012

SRMO Interlinking

Q4Q1

Standard Release

Investigate product improvements, scalability, etc.

High Priority Release

Enable short name metadata for improved mobile / RSS access (SAGE project)

Dynamic link update to journals that adopt OnlineFirst

Investigate product improvements, scalability, etc.Release

Development

Improve library market services / usability for competitive advantage

Sponsored Microsites

u 'Supplemental Data/ Issues' solution

"did you mean?"

Overhaul login and challenge pages for improved society

member services, PPV marketing, etc.

October Free Trials

Ensure ready discoverability for increased usage and

competitive advantage

uDevelop/enhance user engagement options for

increased usage

Mobile Ads

Author e-print solution on hold pending completion of XML-first implementation

Podcasts as non-Supp Data

SJO mobile apps

Release: Mobile Web Optimzed sites

SJO Portal web-optimized

SGO - new launches

SGO - Microsites

Pathology slides

u

u

Data / functional APIs for product integration,

discoverability, etc.

Improve the capture and reportage of user data to

measure product performance

u

Development: Overhaul login and challenge pages for improved society members

svcs, PPV mktng, etc.

Dev: SJO portal web-optimized

uGrow existing revenue and establish new revenue

streams

** Enable mobile SJO

Opportunities for post-publication versioning CVoR

SAGE Open - Sub-disciplines

Discipline feature enhancements - Improve maintenance processes

SJO-wide HTTP SSO supportSJO-wide project for society single sign-on (HTTP SSO)

Dev: Registration and Functionality

Article navigation enhancements on SJO (scroll to next article in floating col 2)

Development

Development

Development

Development: SJO Token PPV

Development: Sponsored Microsites

Investigation: Cover-to-Cover (Post PPV)

SAGE Open - Conference Proceedings

Development: Access control overhaul (Vista)

COUNTER Enhancements

Investigate: Include Editors name on Journal homepage

Automated Twitter feed (when new issues published)

QR Codes: Post-implementation research, testing, analysis, and recommendations for improvements

SJO managed registration SAGE-managed registration projectDev: Trial Registration Page

OF author alerts

Post-implementation research, testing, analysis, and recommendations for improvements

QR Codes: Post-implementation research

'article available' improvements

Library recommendation form (PDF to trackable form on corporate site)

Investigate: Author Data Center (providing authors download stats)

Semantic Personalization trial

Dev: Open Athens Support

2011

COUNTER Enhancements

Feature Usage Reporting

Podcase RSS: Post-implementation research, testing, analysis, and recommendations for improvements

DevelopmentSJO Methods Tagging - tagging articles for SRMO search

Access control overhaul (Vista)

Cus vs

Stan

Q4

Q1

Q2

Q3

Q4

October

November

December

Jan / Feb / March

April / May / June

July / August / Sept

Oct / Nov / Dec

Home Page EnhancementsHome page enhancements had knock on effect that caused

delays. Didn't release until mid-October.

Develop "New" content alertsRelease: "New" content alerts

Research and planning is in progress.

Plan My Project Timeline

Develop and release My Project

Timeline

Plan discipline pages for

methods application

Develop and Release Discipline

Pages

Plan Ask the Scholar

Develop/release Ask Scholar

Plan, Develop and Release

"Invite People to your List"

User testing / assessment

Plan improved My SRMO Lists

page and delete list feature

Develop My SRMO Lists page

and delete feature

Release improved My SRMO

Lists page and delete featureUser testing / assessment

User testing / assessment

Plan Search upgrades such as

result filter with dynamic

timeline bar & feature options

for highlighted text and

suppress "Notes" from display

Develop and release Search

upgrades

User testing / assessment

Plan search within helpDevelop search within help

Release Search within Help

Develop and release

Hyperlinking citations and

references to all SAGE products

User testing / assessment

Customer feedbackNew feedback tool to be released by year's end.

Develop new Feedback ToolRelease new Feedback tool

User testing / assessment

Mobile delivery

Mockups have been created to be shared with iFactory during

planning stage.

Plan for mobile site

Develop mobile site

Release mobile site

Enhance mobile featuresUser testing / assessment

Methods in Action

Methods in Action widget to be released by year's end. SJO

Author Widget to be released Q1 of 2012.

Plan Methods in Action Widget,

Phase 1

Develop Methods in Action

Widget, Phase 1

Release Methods in Action

Widget, Phase 1

Plan, Develop, and Release

Methods in Action, phases 2 and

3

Plan, Develop, release Methods

in Action, phase 4

User testing / assessment

Expose shared authorship between

SJO and SRMO

Research and planning is in progress for exposing new journal

content by SRMO Authors and Key People.

Release SJO and GS widgets

exposing new articles by SRMO

authors / key people

Plan adding chapters/articles

from other SAGE products into

SRMO lists

Release: TBD

Discoverability

Top 12 methods terms have been chosen to raise SRMO's

discoverability into Google's golden triangle.

Develop SEO MeasuresRelease SEO measures

Google Analytics/ Urchin

Tom Beyer has created a new goal in Urchin for identifying how

many times users click on related content.

Share features / strategies with

SRO or S30

This planning has been pushed to Fall.

Plan and Develop Related

Articles from SJO Menu

Release Related Articles Menu User testing / assessment

Video Visability

New video button and Featured Videos section released Oct

2011.

Citation enhancements

Research and planning for citation tracking and metrics on hold

per Thompson-Reuters

Plan cross-reference linking for

SAGE products

Develop cross-reference linking

for SAGE products

Release cross-reference linking

for SAGE Products

Release SAGE citation

tracking/metrics

User testing / assessment

Editorial Controls over UGCThis enhancement released Oct 2011.

Highlight series relationshipsResearch / planning pushed to Sept.

Plan Methods Map 2.0

Develop and Release Methods

Map 2.0

Develop Term Definitions (Pub

tech and iFactory)

Release Term definitions

User testing / assessment of

Term Definitions

Plan incorporation of discipline

or topic terms

Release list tagging for map

browse; Map image downloadUser testing / assessment

Plan adding new Terms

Develop and release adding new

terms

Social media needs

Methodspace integration at chapter and title level has been

declined.

Develop annotation featureRelease annotation feature

User testing / assessment

Develop "New" content icons to

appear for 90 days

Release "New" content icons

Revised edition hostingResearch and planning in progress.

Highlight foundational authorsHighlighing foundational authors has been put on hold; need

more feedback.

Plan process for identifying and

highlighting foundational

authors.

Develop and release process for

identifying & highlighting

foundational authors

Plan, Develop, and Release icons

for content in a library's OPAC

Enhance author profile pageIntegation of author bibliography in process. Testing new design

with Video Speaker pages.

Plan enhanced author profile

pages

Develop/release enhanced

author profile pages

New Author Videos

12 new videos have been recorded and are now in editing at

CLU.

Deliver new videos to BrightcoveRelease: additional author

videos

Enhance Video Speaker profile

pages

These pages should be ready for November release.

Develop video speaker profile

pages

Release video speaker profile

pages

User testing / assessment

Plan and Develop improved

librarian resources

Release improved Librarian

Resources

Closed Captioning for Videos

Year of the Author (2011)New content releases

New content has been cleared. 44 new titles to be added for

2012.

Aptara: Content conversion and

QA

Content loaded to staging, SAGE

Content QA

Load content to SRMO LiveFront List titles and revised

editions

New Video PagesResearchers recorded at AERA will net 10 .

Deliver transcripts to PTechDeliver videos to PTech

Ongoing user testing / library

customer input

In process of creating library board and user testing routines.

Establish Librarian Board

COUNTER enchancements

COLOR LEGEND:

Plan

Develop

Release

Establish operational mainteance /

support

Map term definitions is a larger project than first anticipated

and has been pushed to September release.

Year of the Author (2011) Year of the

Librarian (2012)

Integrate & Interlink with SAGE

Products *

Highlight release of new content

Research / planning: how to

expose books in a kit / series

SAGE Research Methods Online Roadmap (updated October 14, 2011)

Product Goals & Objectives

Strategies

Q4 Release Notes

Support discipline research /

application pages

Expand SRMO List functionality

2012

2011

Usability testing revealed a need for improved My SRMO Lists

functionality, particularly around editing and deleting lists

Plan scope requirements for editions, align with SRO plans

Plan anotation feature for public or private notes / tips at title,

content or search history pages

Alerting tools

What's new? page is already in place. New Content icon to be in

place for new content upload in December.

User testing / assessment

Develop Term definitions (UK

editorial team)

Navigation & search

enhancements

Usability testing uncovered difficulty finding content tools nav

bar; October release will show tools in stationary position in the

right panel. Also, it was suggested that we have a search within

the help pages so users don't have to hunt for the help they

need.This enhancement will be completed by year's end.

Ontology / Map Support

Update browser notice released in August.

Enhance Usability & Research Tools

Edit new author videos

Q4

Ongoing Content Enhancements

Plan widget development (e.g., for Blackboard, list widget for

Methodspace, etc.)

Develop SJO and GS widgets exposing new articles by SRMO

authors/key people

Product Mgrs

Roadmapping – it’s fluid!Roadmapping – it’s fluid!

Page 5: Roadmap for sage journals   highwire meeting 2012

Los Angeles | London | New DelhiSingapore | Washington DC

SAGE Journals Roadmap Governance

● Product Manager

● Executive Sponsor

● Steering Committee

● Publishig Technologies

Page 6: Roadmap for sage journals   highwire meeting 2012

Los Angeles | London | New DelhiSingapore | Washington DC

SAGE Journals Roadmap Process

Lather…Rinse…Repeat!

Page 7: Roadmap for sage journals   highwire meeting 2012

Los Angeles | London | New DelhiSingapore | Washington DC

Roadmap Metrics

● Competitor analysis

● Usage statistics

● Sales figures

● Brand / Reputation