Edanz Company Confidential

September 18, 2011

THE EDANZ JOURNAL ADVISOR PLATORM THE VISION

Summary There is a large vacuum in STM publishing because of the lack of independent author-centric platforms and services. It is particularly acute for the rapidly growing emerging markets where scientist/authors have a difficult time preparing manuscripts and getting them accepted for publication. There is also a massive gap in understanding between publishers and authors in these markets. Therefore, there is a strong need for an easy-to-use suite of tools that will help authors meet their publication goals. Journal Advisor will fill this vacuum by providing authors with tools for achieving publication success and saving time in the manuscript preparation and submission process. JA will also serve as a champion for authors, who are the generators of the valuable content that publishers then cut and slice into various products. JA will give authors a voice. For the STM publishing community JA will be a source of market insight; while it will initially be disruptive, it will provide marketing and branding opportunities for those partnering with it. JA will comprise "tools to facilitate publication" by creating a killer-app group for author publication success. There are many possibilities for monetizing JA. A strength is that traffic can already be monetized by a well-established business model - Edanz services for author success such as language editing. Because of its author-centric and digital character, JA will be well placed to evolve alongside disruptions in the STM publishing ecosystem, whether they are digitization, a move towards Open Access, changes in metrics, or even changes in the nature of the research funding driving the industry. Aims

! ! ! ! ! !

Provide an industry leading suite of tools for authors to select and submit to STM journals; make the entire manuscript preparation/submission process as easy as possible Generate revenue by driving traffic to existing Edanz Group websites Create a community built around publication success, and gather useful/marketable data from that community Create a platform that will have strong SEO and dominate search for keywords/phrases that scientific authors are likely to use at various stages in the publication process Appeal to publishers by having a demonstrable power-base in terms of our relationship with authors Initial focus will be on non-Western and emerging markets (China, Japan, Korea, Brazil, Turkey, Russia, Southern/Eastern Europe) where scientist/authors are not native speakers of English. It is these regions where there is the greatest need for publication support, and the largest gap between authors and publishers. Second focus will be on the use of the platform by scientists in established markets. It is obvious that he application of JA technologies and tools will make manuscript submission easier for all authors, everywhere and at all levels of the scientific community. . Be a conduit between authors and publishers and provide publishers and journals with: " The ability to communicate with authors

Edanz Company Confidential

Edanz Company Confidential "

September 18, 2011

more well-written papers, additional revenue streams, and time and cost savings " a platform to promote their journals " a better relationship with peer reviewers from sending them higher quality papers Shape the STM publishing environment " Be the voice of authors for the STM publishing community " Advance and participate in new modes of publishing " Contribute to publishing standards Evolve into a business development platform that enables us to form lucrative arrangements with a wide range of service providers

Main features Manuscript preparation/submission tools ! Journal selector (see beta version), integrated with Journal Portals ! Interactive preparation and submission wizard " Manuscript template customized for each journal " Automated editing/formatting, Abstract-length checker, XML markup, etc. " Cover Letter Generator " Submission of papers directly into the various systems used by publishers and providing an interface within JA that authors use. E.g., they can use their JA profile to submit to any journal even if the journal uses different submission platforms: Aries, ScholarOne, etc Journal Portals ! Basic information about a journal, e.g., Impact Factor, publication frequency, truncated aims & scope translated into local languages ! User comments and rankings ! Journal-owned section for replies to user comments and press releases ! MS Word manuscript template for the journal ! News/RSS feeds related to the journal and its subject area (or publisher meta-data feeds)

All Features: Journal Selector, Preparation Wizard, Journal Portal, 'SNS Featured' User Space, Field Portal, and Reviewer Recommender

Edanz Company Confidential

Edanz Company Confidential

September 18, 2011

Priority

Feature / Technology

Description

Journal Selection
Must Journal Selector The Journal Selector should recommend journals according to a deep understanding of the scientific topic of the journal and its match to the scientific topic of the input text. Visualization tools should assist the user in understanding the correlation between the topics of the recommended journals and their own text. Visualization should: ! Clearly show the concepts and terms that identify the topic ! Show the relationship and relative importance of concepts ! Be comparable between multiple texts and journals Must Journal Selector Users should be able to narrow down the list to the journal that will meet their publication goals. Filtering based on 'shopping' criteria including: ! Impact Factor ! Publication frequency ! Inclusion in databases/indexes ! Publication costs ! The journals reputation or rank on the site ! Potentially: open access option, next publication date, types of manuscripts accepted, and any other criteria authors use to shop for a journal.

Filtering and controls should be intuitive and assist the user in understanding the factors that should inform their choice of journal. Like Journal Selector Recommendation lists should be easily revisited and shared. ! Share via url ! Share to Social Media and Email ! History of (Include in Prep Wizard) Future Must Journal Selector Journal Portals Profile 'awareness' (inclusion of Academic field, Wizard Status, Language and Previous selection information from profile.) Basic journal information ! Title ! Publisher

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Edanz Company Confidential

September 18, 2011

! ! ! ! ! ! ! ! ! ! Must Journal Portals

Editor in chief Indexes Publication Frequency Publication Fees Impact Factor Aims and Scope Cover Image URL Future special sections/issues Recent Articles

User comments and ranking(s) ! Discussions about the journal (including in local languages) " Authors shown discussions in English and their native language if identified in preferences (ability to use an SMT translation engine, e.g. Google Translate, Asia Online, etc. for rough translations of discussions) " User ranking of various aspects of journal " Importance to the field and/or scientific quality of publications " Author Services " Timeliness/Speed " Ease of submission Journal should have space in the relevant portal for their promotions/responses/PR. That is, a publisher-owned section of each portal page Similar Journals ! Easily accessible ! Information on similarity Local language aims & scope Availablity of Aims and Scope (machine or human) translated into users native language Profile 'awareness' (inclusion of Academic field, Wizard Status, Language and Previous selection information from profile.) Comparison Tool - Side by side 'semantic mapping' / 'fingerprinting' of journal topic journals selected from similar journals ! journals selected from recommendation list Journal information updates / alerts Changes to Journal Information are obvious in portal: ! Significant change in topic ! Editorial board ! Submission email/process ! Impact Factor ! Submission fees ! New Edition

Must

Journal Portals

Like

Journal Portals

Like/ Must Future Like

Journal Portals

Journal Portals Journal Portals

Must

Journal Portals

Edanz Company Confidential

Edanz Company Confidential

September 18, 2011

! Future/Like/ Must Journal Portals

Aims and scope

Journal Topic 'Vector' Visual display of changes to 'semantic mapping' / 'fingerprinting' of journal topics ! Alternative to a traditional Aims and Scope "Semantic Visualization of a Journal" - show what a journal is actually publishing current focus API For 'widgetisation'/embedding ! Simple url /iframe /JavaScript options for embedding " Journal Portals " Journal Topic Comparisons " Journal Recommendation Lists

Future

Journal Portals

Formatting to journal requirements

Must Preparation Wizard Step-by-step interactive guide and checklist Recommendation or relevant tools and resources: ! Journal-specific submission requirements checklist ! Language and grammar tools " Link to journal style requirements " Link to style guides and author tools " Submission to Edanz for editing ! Journal-specific reference formatting ! Image requirements tests Like Like Preparation Wizard Preparation Wizard Document parser for simplified data entry Upload word/ tex document broken out into main sections in Wizard Automated formatting of references (3rd party integration) ! Ability to submit to/interact with 3rd party reference management tools

Language polishing
Like Preparation Wizard Automated identification of language/formatting issues (3rd party integration) ! Ability to submit manuscript to third party document revision software Journal-ready MS Word / Latex template (3rd party integration) ! Ready link/access to MS Word or Latex template for selected journal In-wizard editing Manuscript stored in system. Sections broken out to enable: ! Easy rearrangement ! Individual comparison to requirements (e.g. length for abstract, format for methods) ! Reference/citation management

Like

Preparation Wizard

Like

Preparation Wizard

Edanz Company Confidential

Edanz Company Confidential

September 18, 2011

! Must Preparation Wizard

Automated creation of PDF, Word or Latex document

Submission to Edanz for expert language editing ! Ability to connect to Edanz web-services to enable direct submission of manuscripts ! Ability to display suitable Edanz editor profiles

Submission preparation
Must Preparation Wizard Cover letter template ! Edanz-provided ! Word and text formats Cover letter generator - mini wizard ! Auto populated with user information ! Auto populated with manuscript information from wizard ! Auto populated with journal editorial information from selected journal ! Format checked to journal standards Submission directly into publisher electronic submission systems (3rd party integration) ! Ability to connect to publisher web-services and APIs to enable direct submission of manuscripts Identification of possible referees ! Referees recommended from their profile and authorship of relevant papers

Like

Preparation Wizard

Future

Preparation Wizard

Like

Preparation Wizard

Peer Review response

Must Preparation Wizard Response template ! Edanz provided ! Word and text formats

Pre- Post- publication

Like User Space / Research management Dashboard User spaces should contain simple and attractive notifications regarding: ! Replies to posts and comments ! Manuscript Status in the acceptance wizard ! Peer activity ! Peer publications Recommend Collaborators, flag competitors Users should have peers identified based on profile Recommend Literature Users should be presented with literature based on profile

Like

User Space / Research management User Space / Research management

Like

Edanz Company Confidential

Edanz Company Confidential

September 18, 2011

Like

User Space / Research management User Space / Research management User Space / Research management

Recommend Site Comments Users should be presented with selected comments/discussions based on profile. Pre-built profile The system should be able to identify new users as known scientists through a wizard or similar tool. Once identified a profile should be automatically built for the user. Profile builder. Users should be able to contribute to refining their own profile by creating user-generated content / preferences including: ! Adding own articles ! Tagging third-party content as relevant to their profile and through automated refinements based on their selection behavior and site activity Visual peer profile comparison: ! Users can compare their own to other users profiles ! Users can compare peers profiles Peer / Field Tracking Users should be able to view: ! Colleagues/competitors publication history ! Changes in Journal profile ! Changes in peer profiles Blog Users (with permission) can blog from within the system. ! Drafts ! Aggregation and sharing to popular third party sites ! Ability to quote and cross reference other blogs and content from the site within the blog. " Other blogs " Journal Portals " Journal recommendation lists " Journal comparisons

Like

Like

Future

User Space / Research management User Space / Research management

Future

Future

User Space / Research management

Community Collaboration
Future Field Portals Field Blogs Aggregated ! Space for users to read and discover blogs in their field, or other fields, that are not recommended to them via their profile. Discussion/Comment ! Space for users to read and engage in comment and discussion on topics in their field, or other fields, that are not recommended to them via their profile.

Future

Field Portals

Journal / Partner Oriented Features

Edanz Company Confidential

Edanz Company Confidential

September 18, 2011

Like

Data mining

Research trends, journal positioning profile, author selection behavior/preferences

Sales Funnels
Publisher-owned section of portal pages Must Like Journal Portals Ad targeting

Data Features
Must Must Journal information updating Article database updating Journal profiles updated within a month of changes. ! Changes should be readily identifiable for flagging to users Article database updated within a month of publication. ! Full pipeline should be in place to ensure timely inclusion of recent publications into results and profiles

IT Parameters
Must Readily themeable ! ! ! Must Integration with Edanz systems HTML and CSS should validate. HTML should use a div based box model to enable a good degree of options in theming Display and features should function in IE6

API/Web services for 'seamless' transition to Edanz web properties. ! Direct one click submission into Edanz workflow ! Updating of manuscript status in site ! ! ! Site should support SSL APIs and Web Services should be encrypted Backup should include load balanced live redundancy between data centers

Must

Data security

Must

Testing

New algorithms and methods should be tested prior to implementation ! Tests should provide quantifiable measures for setting goals and measuring progress ! ! Page structure Server location

Must Like Must

Speed/Load stability for global usage Availability Scaling

Ability to deploy inside mainland China/Iran ! Indexes and Databases replicable/ clusterable Ready scalability to 50-100k + ! Systems should be built with clustering and load balancing in mind.

Edanz Company Confidential

Edanz Company Confidential

September 18, 2011

Future

Ontology Monitoring/ Improvement

Learning algorithms that are refined from subject matter experts, e.g., input from Edanz experts?

Edanz Company Confidential