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Interweaving Print and Online
              Content:
            SourceOECD



                  Presented by Anne Orens
            Director, New Business Development
                        June 1, 2005




                                                       7/20/2005




                                                 Agenda

•   SourceOECD in context
•   Process, workflow and the publishing
    program
•   Book as portal: StatLinks and eMTC
•   Results and thoughts




                                                   2




Services
• Designer and builder of information
  websites for journals, monographs and
  databases since 1998
• Delivery, entitlement control, e-commerce
  for 230+ e -publishing websites
• Aggregated platforms and single -
  publisher custom sites
Clients
• 280 scholarly, professional and reference
  publishers worldwide
Business Model
• ASP-based and license for enabling tools
                                                   3
Organisation for Economic Co-operation and
                                                                  Development
                      •      IGO with 30 member countries; best known
                             for its publications and its statistics
                      •      Publishing Program – economic and social
                             issues from macroeconomics, trade,
                             education, development, to science and
                             innovation
                                 • 150-200 books per year
                                 • 25 periodicals
                                 • 40 plus databases
                                 • Reference and legal regulatory works
                                                                               4




                                                                   Why SourceOECD?
                           600
                                                                          Traditional print
                                                                            offer failing.
                           500
Number of Core Customers




                                                                            Something
                                                                          innovative was
(take > 6 0 % all books)




                           400
                                                                             required!
                                            -6%
                                                    -5%     -4%    -1%
                           300


                           200


                           100


                            0
                                     1996   1997     1998   1999   2000

                                                                               5




                                                   Something innovative: SourceOECD




                                                                               6
Something innovative: SourceOECD

                                 Portal combining all OECD’s
                                 publications – e-books,
                                 e-periodicals & databases
                                 Single interface & search engine
                                 Annual subscription (+/- print)
                                 gives unlimited, multiple-
                                 simultaneous access
                                 Segments available

                                                                                                       7




                                                                        SourceOECD’s impact
                                           SourceOECD had an
                           600             immediate impact in
                                        helping OECD reach new                                             +30%
                           500           institutional customers
                                                                                                +15%
                                                                                       +24%
Number of Core Customers




                           400
(take 100% of all books)




                           300
                                        -6%     -5%       -4%       -1% +20%

                           200


                           100


                             0
                                 1996   1997     1998      1999     2000        2001     2002     2003      2004
                                                             SourceOECD launched
                                           Print only   SourceOECD with print    SourceOECD no print




                                                                                                       8




                                                 SourceOECD and the publishing
                                                                           unit
                       2001
                       • Acquisition, production and print publication,
                         with an additional e-channel: SourceOECD

                       2003
                       • Acquisition, revised production and
                         publication through SourceOECD with print
                         the auxiliary channel

                                                                                                       9
Process and production: pre-
                                              SourceOECD
•   Camera-ready vs Typeset
    • ½ of the books are camera-ready; ½
      typeset in-house
•   Layout
    • Cover designs not standardized

    • Page format not standardized




                                                      10




                          First steps to online only

    •   Niche books
         •   Titles where print demand is forecast to be
             very, very low
    •   Loose-leaf reference works
         •   Customers have stopped buying print
    •   Working Papers
         •   Demand for print fell




                                                      11




                                              The old format



                         •Easy to download a chapter
                         •Connection to the book is
                         broken.
                         •Hard for reader to cite it
                         properly, or remember
                         where it came from!


                                                      12
Production changes

•   Typeset process moves to XML
•   Chapter-by-chapter production (typeset only)
•   Standardization of covers and page formats
•   Optimization of page format for e-publishing




                                                  13




                   What information goes where?

•   Information at the chapter level
    • Bibliographies
    • Descriptive titles
    • Abstracts
•   Page level
    • Running titles
    • ISBN
    • Copyright on every page


                                                  14




                             Opening page of each
                            chapter has ‘title page’
                                ‘Title’ page for eachfeel
                                         chapter has
                                       ISBN, Title and
                                         © OECD . . .


                                        . . . plus an
                                        abstract . . .

                                . . . and running footer
                                  on every page with
                                book’s title, ISBN and
                                         © OECD

                                                  15
Print’s new role

•   Channel decision driven by market demand
•   High-demand titles: (>200 standing orders)
    printed conventionally
•   2004 – Low demand titles: (<200 standing
    orders) started to use digital (POD) printing to
    supply print standing order clients only (no
    copies for stock)
•   2005 – POD vendor will enable print supply
    on low-usage/out of stock titles


                                                   16




                  SourceOECD enables editorial focus

•   Decision to publish based on
    • Content quality
    • Editorial mission
    • Overall viability of entire program




                                                   17




                          Keys to author acceptance

•   Authors asked to:
     • Supply Abstracts
     • Move bibliography
     • Create descriptive chapter titles
•   Reaction initially hesitant, now positive
•   Abstracts and titles key to discoverability
•   New model is more flexible and can accommodate
    niche titles better
•   OECD provides feedback as to which content
    structure works best so they can adapt their future
    works accordingly

                                                   18
Remaining issues: E and print
                                        fulfillment
•   Single SourceOECD order can combine e
    with p
    •    e-access and p-delivery are handled via their
        respective systems
•   Fulfillment – unchanged. Separate inventory
    systems and separation of books and
    journals



                                                19




                  Usability: turning the book into a
                                             portal
•   StatLink
•   eMTC
•   Supplementary material




                                                20




                                         Why StatLink ?

•   OECD publications are full of charts and
    tables
•   Readers were re-keying tables into Excel




                                                21
DOI links to downloadable
      excel files

         Printed under each
      table, chart and graph,
        doi-based links offer
       instant access to the
      matching spreadsheet
              in Excel TM




                        22




StatLink on SourceOECD




                        23




Delivered as PDF or Excel




                        24
What it means for OECD
                                         Publishing…
•   Dynamic data that can be updated
    independently of the main publication.
•   Content traceable back to the publication
    from which it came.
•   Copyright at a more granular level
•   Data that acts as stand-alone entities that can
    be searched and accessed through online
    search engines such as Google.


                                                  25




                         StatLink : production issues

•   Difficult to keep concordance between
    original Excel file and final table because
    authors tend to make changes at page proof
    stage.
•   Currently, tables are re-keyed
•   Goal is to move to SGML/XML so Excel files
    can be generated from the final, author-
    approved, version


                                                  26




                                Annotating text - eMTC

•   Model Tax Convention on Income and Capital
•   Example of the models, guidelines, or
    compilations of regulatory information.
    •   Print - published in loose -leaf format
    •   Electronically – on SourceOECD.
•   eMTC new this year the ‘smart’ PDF
    • Capability to accept user annotations
      anywhere in the text.
    • Version control

                                                  27
eMTC




           28




  Opening an article




           29




Links to Commentary




           30
Enriching content: Supplementary
                                        materials
•   Background papers or data.
    •   Added to the online table of contents
    •   Listed in the print editions, freely accessible
        and downloadable
•   Now starting to provide multi-lingual
    summaries for all books (up to 22 languages)
•   Makes the book more like a ‘portal’




                                                   31




                                  Multilngual abstracts




                                                   32




                                                  Summary

OECD now reaching more clients, more readers
Publishing model is more flexible – can
  accommodate a wider range of content types
Production processes and delivery formats are
  being driven by reader requirements
Authors are beginning to adapt the structure of
  their publications
The books are becoming portals

                                                   33
Next steps

•   Continue to adapt production processes
•   Re-engineer SourceOECD’s interface
•   Reference linking from e-books as well as e-
    journals
•   Make StatLinks three-way, from book to table
    to database (and back again!)
•   Continue to understand readers’ needs so we
    can improve still further

                                          34




                                         Thank you

•   Anne Orens
•   Director, New Business Development
•   Ingenta
•   Anne.orens@ingenta.com

•   Toby Green
    Head of Dissemination & Marketing
    OECD Publishing
    toby.green@oecd.org

                                          35

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89 orens

  • 1. Interweaving Print and Online Content: SourceOECD Presented by Anne Orens Director, New Business Development June 1, 2005 7/20/2005 Agenda • SourceOECD in context • Process, workflow and the publishing program • Book as portal: StatLinks and eMTC • Results and thoughts 2 Services • Designer and builder of information websites for journals, monographs and databases since 1998 • Delivery, entitlement control, e-commerce for 230+ e -publishing websites • Aggregated platforms and single - publisher custom sites Clients • 280 scholarly, professional and reference publishers worldwide Business Model • ASP-based and license for enabling tools 3
  • 2. Organisation for Economic Co-operation and Development • IGO with 30 member countries; best known for its publications and its statistics • Publishing Program – economic and social issues from macroeconomics, trade, education, development, to science and innovation • 150-200 books per year • 25 periodicals • 40 plus databases • Reference and legal regulatory works 4 Why SourceOECD? 600 Traditional print offer failing. 500 Number of Core Customers Something innovative was (take > 6 0 % all books) 400 required! -6% -5% -4% -1% 300 200 100 0 1996 1997 1998 1999 2000 5 Something innovative: SourceOECD 6
  • 3. Something innovative: SourceOECD Portal combining all OECD’s publications – e-books, e-periodicals & databases Single interface & search engine Annual subscription (+/- print) gives unlimited, multiple- simultaneous access Segments available 7 SourceOECD’s impact SourceOECD had an 600 immediate impact in helping OECD reach new +30% 500 institutional customers +15% +24% Number of Core Customers 400 (take 100% of all books) 300 -6% -5% -4% -1% +20% 200 100 0 1996 1997 1998 1999 2000 2001 2002 2003 2004 SourceOECD launched Print only SourceOECD with print SourceOECD no print 8 SourceOECD and the publishing unit 2001 • Acquisition, production and print publication, with an additional e-channel: SourceOECD 2003 • Acquisition, revised production and publication through SourceOECD with print the auxiliary channel 9
  • 4. Process and production: pre- SourceOECD • Camera-ready vs Typeset • ½ of the books are camera-ready; ½ typeset in-house • Layout • Cover designs not standardized • Page format not standardized 10 First steps to online only • Niche books • Titles where print demand is forecast to be very, very low • Loose-leaf reference works • Customers have stopped buying print • Working Papers • Demand for print fell 11 The old format •Easy to download a chapter •Connection to the book is broken. •Hard for reader to cite it properly, or remember where it came from! 12
  • 5. Production changes • Typeset process moves to XML • Chapter-by-chapter production (typeset only) • Standardization of covers and page formats • Optimization of page format for e-publishing 13 What information goes where? • Information at the chapter level • Bibliographies • Descriptive titles • Abstracts • Page level • Running titles • ISBN • Copyright on every page 14 Opening page of each chapter has ‘title page’ ‘Title’ page for eachfeel chapter has ISBN, Title and © OECD . . . . . . plus an abstract . . . . . . and running footer on every page with book’s title, ISBN and © OECD 15
  • 6. Print’s new role • Channel decision driven by market demand • High-demand titles: (>200 standing orders) printed conventionally • 2004 – Low demand titles: (<200 standing orders) started to use digital (POD) printing to supply print standing order clients only (no copies for stock) • 2005 – POD vendor will enable print supply on low-usage/out of stock titles 16 SourceOECD enables editorial focus • Decision to publish based on • Content quality • Editorial mission • Overall viability of entire program 17 Keys to author acceptance • Authors asked to: • Supply Abstracts • Move bibliography • Create descriptive chapter titles • Reaction initially hesitant, now positive • Abstracts and titles key to discoverability • New model is more flexible and can accommodate niche titles better • OECD provides feedback as to which content structure works best so they can adapt their future works accordingly 18
  • 7. Remaining issues: E and print fulfillment • Single SourceOECD order can combine e with p • e-access and p-delivery are handled via their respective systems • Fulfillment – unchanged. Separate inventory systems and separation of books and journals 19 Usability: turning the book into a portal • StatLink • eMTC • Supplementary material 20 Why StatLink ? • OECD publications are full of charts and tables • Readers were re-keying tables into Excel 21
  • 8. DOI links to downloadable excel files Printed under each table, chart and graph, doi-based links offer instant access to the matching spreadsheet in Excel TM 22 StatLink on SourceOECD 23 Delivered as PDF or Excel 24
  • 9. What it means for OECD Publishing… • Dynamic data that can be updated independently of the main publication. • Content traceable back to the publication from which it came. • Copyright at a more granular level • Data that acts as stand-alone entities that can be searched and accessed through online search engines such as Google. 25 StatLink : production issues • Difficult to keep concordance between original Excel file and final table because authors tend to make changes at page proof stage. • Currently, tables are re-keyed • Goal is to move to SGML/XML so Excel files can be generated from the final, author- approved, version 26 Annotating text - eMTC • Model Tax Convention on Income and Capital • Example of the models, guidelines, or compilations of regulatory information. • Print - published in loose -leaf format • Electronically – on SourceOECD. • eMTC new this year the ‘smart’ PDF • Capability to accept user annotations anywhere in the text. • Version control 27
  • 10. eMTC 28 Opening an article 29 Links to Commentary 30
  • 11. Enriching content: Supplementary materials • Background papers or data. • Added to the online table of contents • Listed in the print editions, freely accessible and downloadable • Now starting to provide multi-lingual summaries for all books (up to 22 languages) • Makes the book more like a ‘portal’ 31 Multilngual abstracts 32 Summary OECD now reaching more clients, more readers Publishing model is more flexible – can accommodate a wider range of content types Production processes and delivery formats are being driven by reader requirements Authors are beginning to adapt the structure of their publications The books are becoming portals 33
  • 12. Next steps • Continue to adapt production processes • Re-engineer SourceOECD’s interface • Reference linking from e-books as well as e- journals • Make StatLinks three-way, from book to table to database (and back again!) • Continue to understand readers’ needs so we can improve still further 34 Thank you • Anne Orens • Director, New Business Development • Ingenta • Anne.orens@ingenta.com • Toby Green Head of Dissemination & Marketing OECD Publishing toby.green@oecd.org 35