Session 10: Formatting and Release Preparation (July 22 M-1 Cohort)

Hello, @July22-M-1-cohort I look forward to seeing you all today for our session on formatting and release preparation. Here are the slides and handout. The Session 10 folder is in our curriculum hub as usual.

This session is meant to give you an overview of the various pieces that the publishing team will be working on towards the end of the process, and to help you identify your roles in this process! By the end of this session, you will be able to:

  1. Plan your formatting workflow with your team, based on assigned roles, institutional capacity, external resources and collaborators available.
  2. Determine the output formats for your OER and appropriate considerations in learning design to ensure equal access to the content for your audience.
  3. Prepare all members in your team to fulfill their responsibilities regarding formatting and release duties (eg.: manage time, learn technology, build institutional capacity, create promotional materials, do final checks, etc.).
  4. Build in the creation of metadata into the formatting process to make your resource discoverable.
  5. Expand and build on existing promotional storywork to support the eventual release of your OER.

See you soon!

Hi Apurva and everyone,

I will miss this one. I have a department chair meeting – I have been missing them to go to Rotel, but I need to go to this one. I will watch the recording. My apologies.

No worries, thanks for letting us know! Hope your meeting goes well :slight_smile:

Hi @July22-M-1-cohort , sorry for the delay with getting this recap to you all - the week has rushed by, and I’ve been a bit under the weather.

Please keep an eye out in your inbox for some calendar invites for our next few sessions, and for that ROTEL Style Guide to refer to as you are drafting your chapters.

Session Recap

This session focused on the final tasks and practicalities that you’ll have to plan for before you announce your resource. The process of preparing for release is pivotal: your team is finally getting to see the big picture and it’s rewarding to see the resource come together! As you work to manage these many small details, what’s useful at this phase is to keep a running list of and tick off items as you complete them — in coordination with the Publishing Support Team that Marilyn is running. The main things to keep in mind is that your book is available in web, editable, and offline formats, and that there’s a short announcement that you can share on release day. It can sometimes be difficult to draw the line with final tweaks and touches on the book, so work with your team to reach a point where you are all happy.

In the first part of the session, we spent time discussing formatting your resource in the space where it will live and conducting any final reviews before you launch. Once you know where your resource will live, you will want to bring your content into a specific format. We provided a proposed formatting workflow to help you through the formatting process — faculty, don’t worry, the PST will be taking care of this piece. You’ll work in layers — bringing your main content in first, followed by additional pieces, and finally will wrap up the work with a careful review. As with other stages of the OER publishing process, collaboration is key! We encourage you to seek input and advice from resources on your campus and refer back to pieces you’ve created previously to draw on.

Once you’re through formatting the main body content, you’ll want to consider preparing or adding a few additional items, or as we like to call them, final touches to help the book feel like a well-curated and professionally created resource. Adding information like a review statement, accessibility statement, book metadata, and adoption form can provide readers with more information about the quality and efficacy of your resource, and also provide pathways for others to find the book and report their use. Frontmatter and backmatter can help your resource feel more rounded and professionally created, as can a well-designed cover. You will likely need to draft some of these pieces, and share key information such as a book description and keywords to the PST. This team will conduct a final set of checks prior to release to ensure all formats of your resource are displaying and working as you expect.

In the final part of the session, we chatted about final steps to take to make your OER discoverable and attractive, and how to promote your resource! The goal with your announcements should be to let others know what the resource is, where it can be accessed, what sets it apart, and what others think of it so far. Remember that you have already built the ground for your promotional storywork - in project scoping, storytelling & communications, and review & feedback. At this point in the publishing process, the time has come to pull together what you already have into a release planning central document and fill in any gaps. You can build off of this initial buzz and momentum around the book as you continue to promote it. But, most importantly savour the moment — this is the milestone you’ve been working towards, and it’s finally here! Pause and celebrate with your team.

Next week, we will dive into ways to keep your book up to date following release, as well as how to understand the longer-term impact of your team’s hard work via adoptions and other non-traditional metrics for assessing learning.