GLOBAL MARKETING SYSTEM

Transcription

1 UG-INTRANET-GMS Document Reference Release Number 10 July 2017 Release Date For DISTRIBUTION Release Status MLA Documentation Services Document Ownership GLOBAL MARKETING SYSTEM Documentation Administration Any hard copy or unprotected soft copy of this document must be regarded as an uncontrolled copy. No part of this publication may be used or reproduced in any form or by any means, or stored in a database retrieval system without the permission of the Document Owner.

2 DOCUMENT HISTORY Ver. Date Author/Redactor Update Description February 2015 Hanamel Viloria This version is a full or complete re-writing of the latest GMS (formerly NAMS) releases. This also means that this documentation is fresh off the system without carrying over the out-dated procedures or content of the previous ones, which were written This first version consists of 9 module sections and 2 appendices. The whole document is composed of 219 pages March 2015 Hanamel Viloria Version contains updates on the following: Detailed Search feature on Data From selection option and feature on assigning new Marketing Plan Owner. Feature on flagging US/UK Review Copies. Feature on Fulfilment Location. The latest version consists of 9 module sections and 2 appendices. The whole document is composed of 223 pages August 2015 Hanamel Viloria Version contains the changes based on the following JIRA tickets: NRONE-207, NRONE-217, NRONE-222, NRONE-223, NRONE- 224, NRONE-225, NRONE-226, and NRONE-231. You may refer to the following link: The latest version consists of 9 module sections and 2 appendices. The whole document is composed of 226 pages September 2015 Hanamel Viloria Version contains the changes based on the following JIRA tickets: NRONE-177, NRONE-189, NRONE-190, NRONE-230, NRONE- 236, NRONE-237, and NRONE-248. You may refer to the following link: The latest version consists of 9 module sections and 2 appendices. The whole document is composed of 243 pages January 2015 Hanamel Viloria Version is mainly a re-branding. New template is based on the Manila Office branding look. Secondly, version contains the changes based on the following JIRA tickets: NRONE-254, NRONE-255, NRONE-256, and NRONE-259. The latest version consists of 10 module sections and 2 appendices. The whole document is composed of 246 pages. Document History-1

3 Ver. Date Author/Redactor Update Description July 2016 Hanamel Viloria Changes based on the following JIRA tickets: NRONE-075, NRONE- 274, NRONE-275, and NRONE-276. The latest version consists of 11 module sections and 2 appendices. The whole document is composed of 261 pages August 2016 Hanamel Viloria Version is composed of 7 separate documents, each one representing a function or a group of functions. Separating the whole into parts have been conceptualised to accommodate the expanding range of features and functionalities. Documenting this wide range of scope slows down the writing process since each time a larger document is saved, longer time is also required. The following list of filenames is the breakdown of the whole documentation: 1. ug_global.marketing.system_superuser_1.search_v.1.6.docx 2. ug_global.marketing.system_superuser_2.marketing.plan_v.1.6.docx 3. ug_global.marketing.system_superuser_3.contact.data_v.1.6.docx 4. ug_global.marketing.system_superuser_4.recordset_v.1.6.docx 5. ug_global.marketing.system_superuser_5.marketing.outputs_v.1.6.docx 6. ug_global.marketing.system_superuser_6.to.11.reports.standards.proces ses_v.1.6.docx 7. ug_global.marketing.system_superuser_appendices_v.1.6.docx From this point onward, only the updated functionality will require documentation updates March 2017 Rhoda Salas Updated sections 1.3 and 1.4 according to NRONE March 2017 Rhoda Salas Updated section 1.4 according to NRONE-316 and NRONE July 2017 Rhoda Salas Updated sections 1.4 and 1.5 according to NRONE-390. Document History-2

4 TABLE OF CONTENTS INTRODUCTION... I-1 Purpose of the Document... i-1 About Global Marketing system... i-1 Project History... i-1 What GMS can do?... i-1 Scope and Deliverables... i-1 Intended Readers... i-2 Update Management and Responsibilities... i-2 Login Procedure... i-2 About the Homepage... i-4 SECTION Section Overview About the GMS Search Feature Basic Search Detailed Search Perform Basic Search Perform Detailed Title Search for Books Perform Detailed Title Search for Bibles Perform Detailed Title Search for Journals Perform Detailed Title Search for Contacts Table of Contents-1

5 INTRODUCTION PURPOSE OF THE DOCUMENT This document is created to serve as a user guide for navigating and utilising the Global Marketing System (GMS). ABOUT GLOBAL MARKETING SYSTEM Formally known as North American Marketing System (NAMS), GMS is a database management system for the global academic marketing team. It provides users with functionalities to create bespoke marketing plans for the Press s book authors. PROJECT HISTORY Though the project was originally called Global Marketing System and initially intended to be a global marketing database to be used by both the North American and the United Kingdom regions, it consequently became the North American Management System to entirely focus and address the marketing requirements of the North American offices. Now it s finally called Global Marketing System. WHAT GMS CAN DO? GMS facilitates the management of marketing activities and information. The application basically helps you create, manage, and implement your own marketing plans. It assists you in monitoring the progress of a marketing plan through a series or set of activities necessary to implement it. There shall be more details about the Marketing Plan and its activities in the sections to come. This document shall also provide step-by-step procedures to accomplish the marketing activities that will be involved. GMS also facilitates the capabilities of different user types such as Super User, Marketing Associates, Publicity and Sales, Textbook Promotions and Editorial to effectively carry out their functions. The users are able to create, update, save, view, search, generate outputs, and print necessary information in order to monitor the development and implementation of a Marketing Plan, the primary objective of which is to promote the Cambridge titles. Any result would help users determine if it is necessary to change or revise anything on the marketing plan so as to better promote sales of Cambridge titles. SCOPE AND DELIVERABLES Due to the system s scope, content, and navigational range the Super User guide is documented into 10 major modules: 1. Perform Search Features 2. Manage Marketing Plan 3. Manage Marketing Outputs 4. Manage Contact Data Introduction-1

6 5. Manage Recordsets 6. Maintain Batch Change 7. Perform Audit Trail 8. Manage Standard Text 9. View UK Review Copies Process 10. Maintain Template INTENDED READERS This document is intended for use by the Super Users of the Global Marketing System. UPDATE MANAGEMENT AND RESPONSIBILITIES The GMS Administrator shall be responsible for updating the topics on this user guide. Whenever there is a need to add or remove or update any topic, the Administrator gathers and identifies these changes. However, updating this documentation does not necessarily suggest that the Administrator shall also be the one writing the updates. The Administrator may forward the information to the Technical Writers to apply all the changes in the documentation. LOGIN PROCEDURE Only the Global Marketing staff of the Press may access the GMS and there shall only be one entry point to the system, the Press s Intranet site. You may only access this application once you entered the Intranet by logging into the List of Applications page or the Applications Homepage. Follow procedure provided below: LOGIN PROCEDURE 1. Go to the Intranet Applications site. 2. Click Applications option under the My Intranet menu. 3. System displays the Application Login page. 4. Input Name/Password. 5. Click Log-in button. Continued on next page 4 5 Introduction-2

7 6 7 8 LOGIN PROCEDURE 9 6. System displays List of Applications page. 7. Click GMS - UAT application under Marketing Systems group 8. System displays the Global Marketing System main page. NOTE: This is the GMS homepage. As indicated on the Welcome section of the page, user Hanamel Viloria is currently logged-in (see enclosed portion of the image). 9. End of procedure. Introduction-3

8 ABOUT THE HOMEPAGE The GMS homepage features the following sections: Two functional sections, the Search and the Maintenance menu, a Welcome section, and a section about the application (see image and indicators). The Welcome section indicates the user who logged in. The example shown below is user Hanamel Viloria. The About section provides a brief description about the Global Marketing System. The Search section allows user to find any information within the GMS database. The Maintenance menu section allows the User to manage his contact information and Marketing Outputs. Introduction-4

9 SECTION SECTION OVERVIEW This section is essential reading as it provides the following procedures: Perform Basic Title Search Perform Detailed Title Search for Books Perform Detailed Title Search for Journals Perform Detailed Title Search for Contacts 1.2. ABOUT THE GMS SEARCH FEATURE The search feature allows you to find any information within GMS database. The Search CUP GMS functions in two ways (see both descriptions below) BASIC SEARCH The Basic Search feature makes use of the input field. Any information provided in the input field is based on the selection of one of the three radio buttons. The radio buttons act as criteria for the input field DETAILED SEARCH The Detailed Search feature is composed of three-link selection. You may perform this by selecting any of the three search links. Link will be visible (see image at left, i.e., underlined text) once you hover the mouse over a selection. The tool tip will also be shown (see boxed text just below the link). NOTE: Selecting radio buttons is not related to the detailed search feature. It will rather tag' the data criteria for the Basic Search feature. Section 1-1

10 1.3. PERFORM BASIC SEARCH Follow the procedure provided below to perform Basic Search BASIC SEARCH PROCEDURE 1. Go to the Search CUP GMS section. 2. Input keyword into the Search input field, e.g., The Cambridge Companion to the Beatles. 3. Select criteria by clicking the corresponding radio button. NOTE: If you don t select, the system will perform search based on the default criteria which is Title / Author / ISBN link. 4. Click Search button. 5. System displays Title Search Results page. 6. End of procedure. System displays results in Hardback (HB) and Paperback (PB) formats by default unless you specify differently in the Formats option in the Detailed Title Search page. The link There are related ebooks for this Title redirects you to the list of related titles of the clicked record in ebook format. For simultaneous HB and PB, the Marketing Plan owner of one format automatically owns the other. For some titles the Marketing Associate is owner of only the PB. The same Associate must also own the HB. However, if the PB is FTPB, this requirement does not apply. Also, if a title's answer code is RPL, the code is displayed beside the format. 6 Moreover, search result is sorted by publication date in descending order, see enclosed dates on the image, i.e., 2009, For titles without publication date, they will be under one heading, i.e., No publication date and this will display ahead of the latest publication date. Section 1-2

11 1.4. PERFORM DETAILED TITLE SEARCH FOR BOOKS Follow the procedure provided below to perform Detailed Title Search for Books DETAILED TITLE SEARCH FOR BOOKS 1. Go to the Search CUP GMS section. 2. Click Title / Author / ISBN link. 3. System displays the Detailed Titles Search page. 4. Provide preferred details. Continued on next page 4 First parameter required is to determine source of data. Default values are UK and US only. Select Australia and Asia to include them as options. This filter allows you to select the Division Code for your search result. Default value is All. Follow dotted lines to see screen capture. Flags are now in check box format. You can select the check box of the corresponding flag that you want to include in the search parameters. This filter allows you to select if data will come Datacare releases. Default value is Yes. Follow dotted lines to see screen capture. This filter allows you to select the Responsibility Code for your search results. Default value is All. Follow dotted lines to see screen capture. Section 1-3

12 DETAILED TITLE SEARCH FOR BOOKS 5. Provide preferred details. Continued on next page Clicking this link will prompt pop-up page with list of Subject Codes. Follow dotted lines to see screen capture (actual page may be longer than the screen capture). You can search a specific code by typing keywords or partial codes in the text box. 5 Default Format is Hardback and Paperback. The Press also uses different formats, such as CD-ROM, Mixed Media, etc. these formats will NOT appear in the search result if you don t change the default format. To display ALL format select blank. Clicking this link will prompt pop-up page with list of Vista Subject Codes. Follow dotted lines to see screen capture (actual page may be longer than the screen capture). This filter allows you to select Price currency. Default value is UK (GBP) only. Australia (AUD) and Asia (USD) are now included as options. Follow dotted lines to see screen capture. Section 1-4

13 6. DETAILED TITLE SEARCH FOR BOOKS 6. System displays the Detailed Titles Search page after providing the preferred details. 7. Click search button. 8. System displays Title Search Results page. 7 End of procedure 8 Section 1-5

14 1.5. PERFORM DETAILED TITLE SEARCH FOR BIBLES Follow the procedure provided below to perform Detailed Title Search for Bibles. 1 DETAILED TITLE SEARCH FOR BIBLES Go to the Search CUP GMS section. 2. Click Title / Author / ISBN link. 3. System displays the Detailed Titles Search page. 4. Provide preferred details. NOTE: Let s retain the default values since we simply want to see the search result for Main Subject Code B, 4 5. Set the right condition for Vista Subject code(s) to obtain the right result, i.e., Starts with. 6. Input B into the Main Subject Code field. 7. Retain default values. 8. Click Search button. Continued on next page 5 The Equals and Starts with options are now included in the condition drop down list for Vista Subject Code field. The default value is Equals System displays how the Main Subject Code field would look like after setting up the details. Follow dotted lines to see screen capture. Section 1-6

15 9 For titles without publication date, they will be under one heading, i.e., No publication date and this will display ahead of the latest publication date. DETAILED TITLE SEARCH FOR BIBLES 9. System displays Title Search Results page. NOTE: Search result shows that the Main Subject Code B is now searchable. Follow dotted lines to see screen capture. 10. End of procedure. 10 Section 1-7

16 1.6. PERFORM DETAILED TITLE SEARCH FOR JOURNALS Follow the procedure provided below to perform Detailed Title Search for Journals. 1 DETAILED TITLE SEARCH FOR JOURNALS Go to the Search CUP GMS section. 2. Click Journal / Mnemonic / ISSN link. 3. System displays the Detailed Titles Search page. 4. Provide desired and necessary details. 5. System displays how the page would look like after providing the details. 6. Click search button. 7. System displays result page. 8. End of procedure Section 1-8

17 ***1.7. PERFORM DETAILED TITLE SEARCH FOR CONTACTS Follow the procedure provided below to perform Detailed Title Search for Contacts. 1 DETAILED CONTACTS SEARCH FOR CONTACTS Go to the Search CUP GMS section. 2. Click Individual / Organization / ID link. 3. System displays the Detailed Contact Search page. 4. Provide preferred details. 5. System displays the Detailed Contact Search page after providing the preferred details. 6. Click Search button. Continued on next page 5 6 Section 1-9

18 7 8 DETAILED CONTACTS SEARCH FOR CONTACTS 7. System displays Title Search Results page. 8. End of procedure. Section 1-10