1. Automating Workflow from
Acceptance to Publication
One approach to an online digital content repository
Los Angeles | London | New Delhi
Singapore | Washington DC

2. SAGE Publications
● Books, journals and reference publishing
programs for higher education
• 560+ journals
● Publishing offices in
• Los Angeles, CA
• London, England
• New Delhi, India
• Washington DC
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC

3. My background
● Keith Lawrenz
• Senior Business Analyst, Publishing Technologies
• 4 years with SAGE
● Specialties
• Business process engineering
• Content modeling
• XML, XQuery, XSLT, XProc, relaxNG schema…
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC

4. Overview
● Why SAGE invested in a repository
● The SAGE repository workflow and how we
implemented phase one repository with
RSuite
● Results and lesson learned
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC

5. The business opportunity
● Secure SAGE online digital assets
● Reliably deliver online content
● Provide a platform for content analytics
● Enable online product development
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC

6. The business landscape
● HighWire upgrade to H2O
● Migrating from proprietary DTD to NLM
schema
● XML first workflow from back end XML
conversion
● Online reference and book products that
require archive support
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC

7. SAGE Online Content Repository
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC

8. Attributes in a repository solution
● Flexibility
• Analyst implemented business rules
● Scale
• To support SAGE journal content
• To support all SAGE content ongoing
● Access
• Deployed worldwide
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC

9. Implementation phases
1. Current journal content
2. Journal backfile
3. Encyclopedias and handbooks
4. Electronic books
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC

10. SAGE Journals Workflow
Manuscript Management
Production Management
Online Content Repository
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC

11. The scale
● 560+ journals
● 770,000 articles since 1894
● 40,000 new articles / year
• 80% PDF with header and references XML
• 20% Full text
● ~70,000 unique issue deliveries / year to
50+ ftp targets
● 2 full-time headcount U.S. & UK offices
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC

12. Overview of a journal issue
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC

13. Overview of a journal issue
Ingest print-
ready article
PDF
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC

14. Overview of a journal issue
Deliver to
encoding
vendor
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC

15. Overview of a journal issue
Ingest xml-
encoded issue
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC

16. Overview of a journal issue
Deliver to
hosting
platform
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC

17. Overview of a journal issue
Support
editorial
approval
process
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC

18. Overview of a journal issue
Track go-live
on hosting
platform
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC

19. Overview of a journal issue
Deliver to
additional
targets
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC

20. Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC

21. Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC

22. Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC

23. Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC

24. Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC

25. Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC

26. Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC

27. Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC

28. The results
● 100,000+ issue deliveries
● 99.5% plus uptime
● Aggressive expansion plans
• NLM XML-first workflows
• Ingesting back content ~770,000 journal articles
• ~200 encyclopedias and handbooks
• SAGE Research Methods Online ~600 books
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC

29. Important features
● Rich & accessible workflow
• Human readable error messaging
• SAGE configurable
● Supports key XML technologies
● CMS functions
● Web-delivered application
● MarkLogic inside
● Active Directory integration
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC

30. Lessons learned
● Understand and document your workflows
● Use proven software
● Start small
● Iterate
● Technologists must partner with users
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC

31. Keith Lawrenz
Senior Business Analyst, Publishing Technologies
keith.lawrenz@sagepub.com
RSuite – Booth #218
Automating Workflows from Acceptance to Publication, SSP, 2010 Los Angeles | London | New Delhi
Singapore | Washington DC