Intensive Course in Journal Publishing – USA 2014

Comments from the previous Intensive Course in Journal Publishing - USA

"The course explained to me the 360 degrees of journal publishing. The faculty clearly explained how to proceed (do's, don'ts, etc) - the perfect guidelines for me"

"I would highly recommend this course, both for its STM focus and the interactions with presenters and faculty."

"I think the coverage was excellent. The course covered all aspects of publishing."

"The wide range of topics plus interacting with veterans of the industry helped me understand the business beyond just the scope of the presentations"

Monday, November 10 (9 AM start) until 1 PM, Thursday, November 13 (1 PM finish)

Overview - Intensive Course in Journal Publishing
"It takes a village" to support a successful journal publishing program: Editorial, Sales, Marketing, Content Management and Production, Finance, Technology, Fulfillment, Customer Service (the list seems endless). The STM Intensive Course in Journal Publishing is designed for those with at least one or two years experience in scholarly or professional publishing who want to gain a better and more holistic understanding of the journal publishing business.

The course uses the case study method and involves the students in competitive business problem solving.  Organization, team building and presentation skills will be emphasized throughout the course.  Attendees will work in teams to develop a publishing and business plan using their new knowledge gained from the speakers' and interactions with faculty. Case study work will be interspersed with presentations and aided by faculty.  On the last day of the course, each team will make a presentation of its business plan to the entire group.

All participants should strongly consider bringing their laptops.

It is critical for all students to attend the full course in order to participate in the presentations, which will occur on the final day. Those who complete the course will receive a certificate of completion signed on behalf of STM.

NB: Timings subject to change

Monday 10 November




Kathey Alexander - Welcome and Introductions.
Explanation of the Schedule and Program Assignment of attendees into companies, Case Studies, Proposals, and Presentations.


Scholarly Journals in the Cross Hairs

Glen Campbell, US Managing Director, BMJ


Editorial Strategies and Development
Colette E. Bean, Vice President and Publishing Director, John Wiley & Sons, US

This session will look at society-owned journals where it may be more challenging to introduce new ideas, and at proprietary journals where the publisher may be more “free” to propose significant changes to the “fix” a floundering journal.


Group photograph




Journal Financials:  The Essentials

Shelly Nuttall, Business Development Director, STM Journals, Elsevier.


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


Group Working Session


Drinks reception and served plated dinner


Tuesday 11 November


General Q&A


Writing the Proposal or Business Case and Making the Presentation
Kathey Alexander, Consultant in Professional & 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.


Licensing and Consortia Sales
Mary Fugle, MLS, Sales Representative, BMJ

Current trends in licensing: to bundle or not to bundle; different business 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.


Lunch and group working session


“Corporate Sales:” Products, Services and Supplements
Stephen Close, Manager, Corporate Sales US, Oxford University Press

What’s happening with journal advertising (print and online)? New ethical challenges.  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.


Global Marketing

Erica Howard, Global Associate Director, Journals Marketing,

SAGE Publications Inc.

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.


Group working session and Buffet dinner


Wednesday 12 November


General Q&A


Content Management – The Service Formerly Known as “Production”

Matthew Hollender, Senior Production Manager, John Wiley & Sons, Inc. 

 Electronic workflow and the global production chain.  Things we don’t have to consider in print:  versions, mobile, retractions, video, audio, creating collections, and open access articles in hybrid journals


Copyright and Ownership
Mark Seeley,
Senior VP 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.


Group working session and Lunch


The Evolving Digital Journal To be or not to be? What is a digital journal?
Mark Jacobson, Senior Consultant, Delta Think Inc.


It used to be easy. A journal was defined by the “book” that showed up in a member or subscriber’s mailbox. Today it isn’t so easy. Are digital enhancements and extensions part of a journal? How do you incorporate some of the richness in supplementary material when you don’t have page limitations? What about multimedia and cross linking, not to mention data? Where does it all fit and how can you present it to an interested reader in a way that makes sense? Since the possibilities are too vast to take in at once, we will focus on a few key digital publishing trends and how publishers employ platforms to address them.




Work on case study. Buffet dinner


Thursday 13 November


Case Study Presentations




Discussion and analysis of Proposals and Presentations


Presentation of certificates to course participants





STM has negotiated special room rates for the course.  Book your room directly with the hotel no later than Sunday October 12th 2014 for the special rate of $179.00.

Book your group rate: STM IJC Course USA >>

It is essential that delegates stay at the hotel because work will continue to late into the evening.  Please note the number of rooms at this venue are limited so we strongly suggest you book your accommodation as far in advance as possible, since STM cannot guarantee availability.   

Registration fee includes course material but not accommodation.
Check back for updated course program 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.