2nd Intensive Course in Journal Publishing – U. S.
The premier course for middle and junior managers in STM & social science publishing

Course Director: Kathey Alexander, Consultant in Professional & Scholarly Publishing
STM Director of Education & Training: Joachim Engelland

Comments about the 1st Intensive Course in Journal Publishing - U. S.

'Speakers were clearly among the most experienced professionals in the industry'

'I would like to emphasize that this course was truly excellent. I would highly recommend this course'

'Great challenge to work as a group. Reflected the real business challenges of influencing other departments, delegating, trusting areas of expertise and great fun.'

Who should attend

The course is designed for people working in scholarly publishing who will benefit from a greater understanding of the journal publishing business as a  whole.

Some experience managing a list of journals whether in editorial, sales, marketing or content management is needed. The course also works for those with responsibilities in finance, web publishing and technology, and customer service people moving into journals publishing from other divisions.

Scope of the course

Experienced practitioners provide intensive training in all the publishing operations and roles in journal publishing. The course uses the case study method -- involving the students in competitive business problem solving. The case studies also enable the students to share their existing experience and insight, incorporating newly learned skills and insights.



Monday, November 15


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


Overview of the journal publishing industry

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


The Journal 360°

Kathleen Gaffney, VP, Society Relations and Business Development, Wolters Kluwer Health

The changing information landscape presents us with opportunities to transform the traditional scholarly journal. Our challenge is to understand and adapt to each market's unique interests while also expanding revenue opportunities. How will we as publishers transform to a new publishing paradigm? This session will explore alternative strategies for both society-owned and proprietary journals - electronically and in print.  


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.


Introduction of Case Studies, assignment of attendees into companies


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


Journal P & Ls: The Essentials

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

The profit and loss statement is the essential document used to evaluate the financial health of a journal. Whether seeking to acquire a journal or improve the financial performance of an existing publication, understanding the components of the P&L is crucial. This presentation will explain the categories of expense and income and demonstrate how to use the P&L to guide decision making and strategic planning.


Q & A




Tuesday, November 16


The Evolving Electronic Journal

Ann Michael, Delta Think

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


Licensing and Consortia Sales

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

As journals have evolved from traditional print subscriptions to online, the underlying business model has undergone a huge shift. Individual journals are no longer the primary focus for many large publishers who sell the so-called 'big deals'. This can have a profound effect on an individual title particularly if it belongs to a scoiety or association. This presentation will explore the ramifications of the move from print to online and the impacts this has on individual titles.


The Value 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?


Work on P & Ls and proposals; working lunch


'Other Revenue' - Products, Services and Supplements

Greg Giblin, John Wiley & Sons and Eileen Dolan, Director of Market Development, John Wiley

& Sons

Non-subscription revenue can make or break a journal's financial success. This session will cover the industry trends and resources that can help make non-subscription revenue a major contributor to your journal's P&L. The speakers will give an overview of the new ethical and regulatory environment and discuss numerous forms of ancillary revenue. This will include print and online advertising, reprints and e-prints, supplements, backfiles, rights, content aggregators, A&I services, translations, and other potential revenue streams.



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




Work on proposals and presentations


e-My-i-tweet: The e-volution of the Production

Henry Krell, Vice President, Production, Springer

Today a journal article is conisdered published only if it is accessible electronically, although for some the print version is nice to have. Also it has to be published quickly and contain all those e-xtras! This presentation will show how a production workflow was created and works not only to achieve these goals, but also how it allows for presenting content through new electronic channels not yet created. It's a combination of technology, psychology, and sweat!


Copyright and Ownership

Mark Seeley, Senior Vice President and General Counsel, Elsevier

The presentation will include a refresher on 'copyright essentials' describing what copyright is and what it covers (and what it does not); a discussion on major copyright controversies of the day including 'open access', institutional repositories and funding agency activism; and other 'ownership' issues including those involved in data, journal transfers, and subscription information.





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.




Work on proposals and presentations.


Dinner available

Deadline for completed proposal or business plans delivered to faculty


Thursday, November 18


Company Presentations




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


Discussion and analysis of Proposals and Presentations

Presentation of certificates to course participants



Registration fee is $2,250 per registrant

Registation fee includes course material, but not accommodations. Book your room no later than October 18, 2010 for the special rate of $159.00. The Marriott Inn & Conference Center, University of Maryland University College. STM Group Code pbjpbja is located on their website.

It is essential that delegates stay at the hotel because work will continue to late into the evening.

Please contact info@stm-assoc.org for more information on quantity discounts.

For more information about the course, contact Jo Dinnage at dinnage@stm-assoc.org

Please bookmark this page for updated information.

Events Terms and Conditions

Where an event has registration fees, cancellations made in writing up to 30 days before an event are eligible for a 50% refund. No refunds can be made for cancellations received on or after 30 days prior to the event date, however, substitutions may be made free of charge at any time.

Registration fees do not include insurance. Participants are advised to take out adequate personal insurance to cover travel, accommodation, cancellation and personal effects.