Monday, November 15

9:00am

Welcome and Introductions. Explanation of the Schedule and Program (Companies, Case Studies, Proposals, and Presentations)

9:30am

Overview of the journal publishing industry

Michael Mabe, Chief Executive Officer, International Association of STM Publishers

10:30am

Journal Publishing Strategies

Kathleen Gaffney, Vice President, Society Relations and Business  Development, Wolters Kluwer Health

This session will look at society-owned journals where it may be more challenging to introduce new ideas and at proprietary journals were you are more 'free' to propose significant changes. Discussion of all things that might contribute to the 'fix''of a floundering journal.

11:30am

Writing the Proposal or Business Case and Making the Presentation

Kathey Alexander, Consultant in Professional and Scholarly Publishing

Planning and coordination is crucial for responding to an RFP or presenting your business case to management (collecting information, developing the financials, and writing the proposal or business case). What your 'audience' expects of your presentation.

12:30pm

Introduction of Case Studies, assignment of attendees into companies

1:00pm

Lunch, followed by group working sessions to review the Case Studies, brainstorm about their approach to the case, develop list of questions.

3:00pm

Journal P & Ls: The Essentials

William Curtis, Executive Vice President, Medicine, Biomedicine, Life Sciences, Springer

What you need to know to understand the basic Journal P & L. The income side: setting subscription prices, member and non-member subscriptions, institutional licenses, other revenue. The cost side: print (or not), distribution, supporting the editor and editorial office, royalty or profit share for the owning society.

5:00pm

Q & A

6:00pm

Dinner

Tuesday, November 16

9:00am

The Evolving Electronic Journal

Ann Michael, Delta Think

Demonstrations of various platforms, with focus on different features & functionality; social networking capabilities; mobile devices

10:00am

Licensing and Consortia Sales

Jayne Marks, Vice President and Editorial Director, Library Information Group, Sage Publications, Inc.

Current trends in licensing: (to bundle or not to bundle), different types of models (print, print+electronic, e-only), consortia sales (the good and the bad), making projections. The challenges of transferring journals from one publisher to another.

11:00am

The Importance of Usage Statistics

Mayur Amin, Senior Vice President, Research & Academic Relations, Elsevier

What can we learn from usage statistics (we all have lots of statistics, but what do we do with them)? How are they relevant to the various stakeholders (librarians, publishers, editor)? What are the limitations for collecting usage data?

12:00pm-3:30pm

Work on P & Ls and proposals; working lunch

3:30pm

'Other Revenue' - Products, Services and Supplements

Greg Giblin, Wiley-Blackwell and Eileen Dolan, Director of Market Development, John Wiley

& Sons

What's happening with journal advertising (print and online, ethical guidelines)? The current state of 'other revenue' categories: reprints and e-prints; delivery formats and devices; working with 3rd parties; rights, content aggregators; translations and local language editions.

4:30pm

Marketing

Brandon Nordin, Vice President, Marketing, Sales & Web Development, American Chemical Society

What does marketing mean for today's journals: Marketing the individual journal, digital libraries, and individual articles. Marketing for authors. Marketing to drive usage. How to judge results.

5:30pm on

Reception and Dinner at the American Institute of Physics

Wednesday, November 17

Morning

10:30am

Work on proposals and presentations

The Consequences of Being Electronic

Henry Krell, Vice President, Production, Springer

Electronic workflow (on the content management side) and global product chain. Things we don't have to consider in print: versions, retractions, video, audio, creating collections, and (finally) the open access business model.

11:30am

Copyright and Ownership

Mark Seeley, Senior Vice President and Executive Counsel, Elsevier

Copyright and open access; author rights; perpetual access; ownership of data in manuscript submission systems; what about data sets; ownership (and definition) of 'subscriber' list.

12:30pm

Lunch

1:30pm

Relationship Management

Paul Weislogel, Executive Director, Medical Journals Strategy & Acquisition, Wolters Kluwer Health

The need to have multiple connections. Who are you regularly talking to (editor, managing editor, society officers)? Managing the Journal Editor, (new editors with lots of ideas, out of gas editors, difficult editors). Managing expectations of the society. The editorial board; making the most of these meetings.

2:30pm

6:00pm

Work on proposals and presentations.

Dinner available

Deadline for completed proposal or business plans delivered to faculty

Thursday, November 20

9:00am

Company Presentations

1:00om

Lunch

2:00pm

PANEL DISCUSSION: View from the 'customers' perspective (librarian, researcher/writer, clinical/reader, society executive)

3:30pm

Discussion and analysis of Proposals and Presentations

Presentation of certificates to course participants

4:30pm

Adjourn