Home Page Redesign Release Notes May 2012 (Publisher Version)

Transcription

1 Release Notes May 2012 (Publisher Version)

2 14B Release Date: May 3, 2012 Table of Contents Home Page Redesign... 3 Overview... 3 For Comparison - the Old Home Page... 4 For Comparison - the New Home Page... 5 The Browse Menu... 6 The Book Browse Page... 7 The Search Menu... 8 The Purchase Orders Menu... 9 The Reports Menu The IPS Menu The My Account Menu An Ingram Alert Simple Search Changes User Identification Box Changes Customize My Home Page Removing Widgets from the Home Page Selecting a Theme for the Home Page Where is it now? Appendix A Old Browse and Search page Appendix B Old Purchase Orders page Appendix C Old Reports page Appendix D Old Information Mgmt. page Appendix E Old Marketing & Promotions page Page 2 of 27

3 Overview Home Page Redesign Our May 2012 ipage release will mark the starting point of the ipage Redesign efforts. The home page has been fully revamped using some of the best website design tools and standards to create a truly up-to-date, efficient, and user-friendly face for ipage. The benefits of this new homepage include: A simplified menu structure allowing our customers to find what they are looking for faster Roll-over, drop-down menu options for each functional area of ipage enabling users to get to content with less effort More suggestions from Ingram product experts in our Ingram Lists & Picks area on the Browse menu More ability to customize the home page including the ability to remove widgets a customer doesn't need and the ability chose a background theme Enhanced Simple Search options including the ability to search across multiple product types This training document will discuss in detail: How our new Menu Options at the top of the page relate to the old menu tabs The new Search box, how it relates to the old Simple Search bar, and how a user can customize it to suit his needs The Customize My Home Page bar where a user can chose a theme and control which widgets can be seen on his home page Where each of the links on the old menu tabs can be found in the new menu options What new content is available in our new menu options Page 3 of 27

4 For Comparison - the Old Home Page The old ipage menu structure included up to 7 tabs that a customer could click into. Not all customers had access to all seven tabs. These tabs included: Browse & Search Purchase Orders Reports Information Management Marketing & Promotions Pubsource for those publishers who were signed up to be part of our pubsource program IPS for our Ingram Publisher Services suppliers The old site required that a user click on the tab to reach the functionality. As an aid to remembering what was contained on each of these tabs, each one is pictured at the end of this document starting in Appendix A. Also, there were five buttons in the top right allowing the user quick access to the following functionality: Home to get the user back to the home page from any place in the site Selection List to take a user directly to his "List of Selection Lists" page Change Settings to get to all the various settings available for a user to edit in ipage FAQ/ Site Help to get to all ipage Help documents and tutorials Logout to log out of ipage Page 4 of 27

5 For Comparison - the New Home Page The new ipage menu structure has up to 6 Menu options and instead of clicking on them, just rolling over them will open up the menu. Like our old structure, only those customers who are IPS customers will see the IPS Menu option. The new menu options include: Browse this option has many new opportunities for browsing Ingram products in various ways and combines the great browse links from the old site with the best links from our old Marketing and Promotions tab. Search has retained all the former links in its own easy-to-access dropdown menu Purchase Orders this menu option provides the same 1-click access to purchase orders with which you are familiar Reports this menu option has retained all its former links from the Reports tab, again providing 1-click access to all a customer's reports from the home page IPS for those publishers who are signed up with Ingram Publisher Services, this menu option will take the publisher to his IPS home page My Account this new menu option blends all the functionality of the old Information Management Tab with the functionality from the Change Settings button that used to be located on the top right of the ipage header Further down in this document we will discuss each of these menus in greater detail and there is also a section at end of the document called "Where is it now?" ordered like the old ipage menu structure that will explain in detail where you can find the old links in our new ipage Menu Options. The "Where is it now" section will be particularly helpful in locating links from the old Marketing and Promotions tab, Information Management tab, and Pubsource tab that no longer exist in the new menu options. Although the Change Settings button from the top right has been consolidated with the My Account menu, the other "quick access" links remain. They do however look a little different: Home to get the user back to the home page from any place in the site Lists will take a user directly to his "List of Selection Lists" page Help to get to all ipage Help documents and tutorials Logout to log out of ipage Page 5 of 27

6 The Browse Menu The new Browse Menu is designed to consolidate all "browsing" opportunities into one menu allowing the user to see at a glance the easiest way for them to discover new product. The Browse menu divides these browsing opportunities into the following groupings: Product Type o Books now has a separate browsing page broken down into several useful categories. Details of this new page can be found below. o Audiobooks, Calendars, and Gifts take the user to standard refine-able Search Results pages just as they did in the old site o Music, Video, and Video Game product type refine-able searches will be added in coming releases Classification Industry Standard classifications like BISAC and CMTA as well as Ingram Classifications. Please note: o Themes from the old Browse and Search tab is now INGRAM Categories o Spring Arbor Categories from the old Browse and Search tab is now INGRAM Christian Categories. Ingram Lists & Picks the links under this grouping include Ingram-specific information: o Ingram Bestseller lists, Top Demand lists for Ingram and Spring Arbor and Top 100 Sales lists for Ingram and Spring Arbor - located in the Bestsellers link. o Lists of titles hand-selected by our Collection Development staff - located in the High Interest Categories, High Interest Titles, and Standing Order Lists, Audiobooks, and Video links o Ingram Catalogs including the Gift and Game link and the Ingram Catalogs/Supplements links o Current Events type product selections as found in the Ingram Wire widget located in the Ingram Product News/Alerts link Page 6 of 27

7 Industry Lists & Picks links under this grouping contain Book industry-specific information: o Industry Bestseller lists o National Publicity from all forms of media o Award Lists Publisher Lists & Picks includes links for o both our IPS Publisher Catalogs as well as other Publisher catalogs o Pubsource page previously located on the pubsource tab. This link will only display for those customers who are pubsource partner publishers. The Book Browse Page Shown below, the new Book Browsing page presents the users with several new useful groupings for browsing books. Included on the Book Browsing page are: Adult and Children's books that can be browsed by Hardcover, Trade Paper, and Mass Market bindings. The familiar categories from the old Browse page Sets and Large Print. Signed Stock previously located on the Programs & Catalogs tab in our Retail and Library views of ipage, Signed Stock has been moved to the new Book Browsing page as well. At the bottom of the page is a section for browsing Bibles. The three pictured titles in each category are the three top demanded titles (top nine in the Bible section) - based on a rolling 12 month demand, and each section contains a link to browse all titles of that type. Clicking on an image will take the user to the Product Details of that item. Page 7 of 27

8 The Search Menu With our home page redesign, The Browse and Search options each have a separate menu. All of the old Search links are available in the easy-to-use Search drop down menu when the customer rolls over the "Search" heading. Page 8 of 27

9 The Purchase Orders Menu The Purchase Orders Menu still provides one-click access to the publisher's purchase orders. Page 9 of 27

10 The Reports Menu The Reports menu has exactly the same links as the old Reports tab had. Not all reports are available to all publishers. The menu below contains all Reports Menu options, but individual customers will only see menu options that apply to them. Page 10 of 27

11 The IPS Menu The IPS menu will only display for those publishers who are Ingram Publisher Services publishers as it did in the old version of ipage. The menu has just a single option that will take the publisher to his IPS home page just as it did in the old site. Page 11 of 27

12 The My Account Menu Next to the Browse Menu, the My Account menu represents the largest area of change in terms of navigating ipage. This new menu encompasses all the functionality previously contained on the Information Management tab as well as the entirety of the Change Settings page for both Administrators and non-administrator ipage users. The menu displayed below contains all of the menu options available for the My Account menu. Depending on a user's role and permissions, some of these options may not be present for individual users. For example, only users who are administrators will see the ADMINISTRATOR SETTINGS heading and the menu options underneath it. Ingram Publisher Services links are also shown below, but non IPS publishers will not see these links in their version of ipage. The My Account Menu contains: ADMINISTRATOR SETTINGS - the menu options under this heading include all the links previously contained under the Administrator Settings heading on the Change Settings page in the old site, but the names of the links may have changed slightly. Also included under this heading now is the link to update Customer Contact information and a link to subscribe to additional Supplier Reports. For a detailed link-to-link comparison between the old site and the new site, look at the section entitled "Where is it now?" for the Change Settings button located here. Change Settings Page old name User List Information Management tab old name Address Maintenance Reports Tab old name Subscribe to ipage Supplier Reports My Account Menu new name User Administration My Account Menu new name Company Contacts & Information My Account Menu new name Supplier Reports Subscription Page 12 of 27

13 MY SETTINGS contains the menu options previously found on the Change Settings page under "Individual Settings" where all ipage users could maintain settings specific to their user-id. Again the names have changed slightly from the old site. Change Settings Page old name Change Account User Settings My Account Menu new name Access a Different Account Change Settings In addition there are two new menu items in MY SETTINGS: o o View Alert Archive is an archive of a new feature in ipage as of our May 2012 release. Ingram Alerts are messages that the customer may see from time to time at the top of the home page regarding weather emergencies or other unforeseen events that may impact the timely delivery of a customer's shipment. Ingram Alerts will be discussed further in the document, but this link under My Settings will allow the customer to see alerts that have been generated in the past 30 days. Sign up for Ingram Communications is a menu option previously located on the Programs & Catalogs tab in the old site. INGRAM SERVICES this area of the My Account menu contains information about different services Ingram provides for our retail and library customers as well as services specifically offered to publishers. Two of these links were previously found on the Programs & Catalogs tab under the heading "Programs and Services" on our retail ipage site. The Marketing Kit, previously found on the Marketing & Promotions tab on the old site, is also listed under Ingram Services. The names of the retail links have changed to better represent what is contained in them: Programs & Catalogs tab old name Database/ Title Reference Services Programs and Services My Account Menu - new name Integration Services and Data Services Fulfillment Services FINANCIAL INFORMATION contains all the traditional Accounting menu options previously contained in the Information Mgmt. tab in the old ipage site. Because financial information is confidential in nature, only those users with access to financial information based on their role as set by their ipage administrator will have these financial information links displayed on their My Account menus. INFORMATION MANAGEMENT contains all the traditional links from the old Information Management tab including: o Links used by our Ingram Publisher Services publishers to maintain their certain aspects of their product offerings o SUPPLiWAY links used by our non-ips publishers to maintain their title metadata and publicity information o Unacceptable Return Expedite Form Page 13 of 27

14 An Ingram Alert For the May 2012 release, ipage has an "Alert" functionality that will display on a user's home page if there is a weatherrelated incident or other critical situation that may cause a delay in a customer receiving a shipment or some other service interruption issue. The alert will display in an orange bar just beneath the ipage header and it will not disappear from ipage until the user either "clicks" out of it demonstrated below or the message is removed from display because the situation has resolved itself whichever comes first. These alert messages will be kept in an Alert Archive found under the My Account Menu for 30 days after they are removed from displaying as an Alert. A user can dismiss the message himself by clicking the "X" at the far right of the message as seen below: Page 14 of 27

15 Simple Search Changes The Simple Search bar in the old header is one of the most popular features in ipage. Shown below, from this bar, a user could perform a search on a specific type of data (keyword, author, series, etc.) within a particular product type or across all product types, and within our Active, Extended, Spring Arbor, Ingram Publisher Services, or ikids databases. With the Home Page Redesign, this tool is now even more powerful. First, the settings our publishers and customers are used to are still available and enhanced. Rather than the dropdown boxes of the old Simple Search, now there is a link to make these settings show: When the Change Search Options link is clicked, the user is presented with a box of choices. Notice that now multiple product types can be selected and de-selected, so a publisher could do a search on Video and Video Game or Book and Music or any other combination and exclude the rest of the product types: This Search Options box works similar to the widgets in that after a user makes changes to the box, they should click Submit to save their changes. If the user accidently goes into the Search Options box and doesn't want to change anything, the "X" in the right hand corner will close the box and not save any changes that may have been made. Also, these settings remain sticky within a session and between sessions, eliminating the need for the user to go to Change Settings to set his defaults he can now do that from this Search Options box on the home page. Page 15 of 27

16 If a user turns the Search Options off using the link to the left of the Change Options link, the Search Box will display as follows: Notice that now there is an option to turn search options back on. But more importantly, when search options are turned off, the Simple Search functionality will work like a "Box and Go" type of search in that regardless of what the customer default Search options are, it will: Search our Active database Search across all product types Search across multiple data elements, weighting title and contributor heavier than other data elements In spite of what the customer has set as a default sort order, it will search and sort the entries in Best Match order This type of search has a kind of "browse" element to it in that if the customer doesn't have enough information about the title he is looking for, this search can take a keyword or a theme and bring back the most relevant products related to what the user has keyed into the Search box. User Identification Box Changes The User Identification bar in the old site is now a box on the right hand side of the screen. It contains all the same information and functionality. The old User Identification bar: The new User Identification box: Page 16 of 27

17 Customize My Home Page Just under the new Simple Search bar is the "Customize My Home Page" bar. By clicking on the bar, the user will open up a box that will allow him to choose which widgets he would like to display on his home page and will allow him to chose a background theme if he would like something more colorful than the default "Classic ipage" theme. The Customize My Home page Options box is shown below: The Customize My Homepage box works much like the widgets in that in order to save the changes made in the box, the user must click Submit. If the user accidently opened the box and doesn't want to make any changes, he can click the "X" in the lower right-hand corner to close the box and disregard any changes. Removing Widgets from the Home Page All the widgets can be removed from the page except the Bulletin Board widget. By "un-checking" the box next to each widget name and clicking Submit in the Customize My Home Page bar, the user will remove that widget from his home page. A user can also remove a widget from his home page by clicking the "X" in the top right hand corner of the individual widget as shown below: Page 17 of 27

18 When widgets have been removed from the homepage, the Customize My Home Page box will resemble this: and the home page where widgets have been removed may look something like this (the red circle is pointing out the blank space created by a lack of widgets): Adding widgets back to the home page is as simple as going into the Customize My Home Page box and re-checking them, and clicking Submit. Page 18 of 27

19 Selecting a Theme for the Home Page Choosing the Leaves theme from the Customize My Home Page box, the home page now has a beige and green leaf background and complimentary colors in other places on the page as shown below: and subsequent pages after the home page also have the leaf background and complimentary color choices in other areas of the page as shown in the Browse Books page below: Page 19 of 27

20 Where is it now? This section of the Home Page Redesign training document contains an item-by-item comparison of links from the old ipage site to the new ipage site. The table is ordered by each tab in the old menu structure with all the links contained on that tab on the left-hand side of the page and the corresponding Menu Heading Link and potentially secondary link of the new menu structure on the right side of the page. Pictures of the old tab pages are available in the Appendices if needed. Browse and Search Tab Old Menu Structure Browse BISAC Categories CMTA Categories (Music) Spring Arbor Categories (All Product) Theme Audiobook Calendar Forthcoming Sets Spanish Search Power Search Boolean Search Bible Search Saved Searches Supplier Information Data (SID) Search New Menu Structure Menu Option Heading Link Secondary Link Browse - BY CLASSIFICATION BISAC* Browse BY CLASSIFICATION CMTA** Browse BY CLASSIFICATION INGRAM Christian Categories Browse - BY CLASSIFICATION INGRAM Categories Browse - BY PRODUCT TYPE - Audiobooks Browse - BY PRODUCT TYPE - Calendar Browse - BY INGRAM LISTS & PICKS - Forthcoming Browse - BY PRODUCT TYPE Books Browse Other Book Categories Search - Power Search choose 'Spanish' in Language dropdown Search Power Search Search Boolean Search Search Bible Search Search Saved Searches Search Supplier Information Purchase Orders Tab Purchase Orders Page Purchase Orders Purchase Orders Reports Tab Reports Key Reports Reports Key Reports Title Tracking Reports Title Tracking Supplier Sales History Reports Supplier Sales History Title Sell-Through Reports Title Sell-Through Vendor Managed Inventory Reports Vendor Managed Inventory (only available to MPS ) Information Mgmt. Ingram Publisher Services Returnability by Class of Trade Discount Category Discount Schedule by Class of Trade Special Offer Setup Return Categories for Remaindering The links under this heading are only available to IPS Publishers No longer available My Account INFORMATION MANAGEMENT Ingram Publisher Services Discount Category My Account INFORMATION MANAGEMENT Ingram Publisher Services Discount Schedule by Class of Trade My Account INFORMATION MANAGEMENT Ingram Publisher Services Special Offer Setup My Account INFORMATION MANAGEMENT Ingram Publisher Services Return Categories for Remaindering Page 20 of 27

21 Product Information Inbound Shipment Notification Product Allocation by Customer Customer Information My Account INFORMATION MANAGEMENT Ingram Publisher Services Product Information My Account INFORMATION MANAGEMENT Ingram Publisher Services Inbound Shipment Notification No longer available No longer available Accounting Remittance Info My Account FINANCIAL INFORMATION Accounting Remittance Information Chargebacks My Account FINANCIAL INFORMATION Accounting - Chargebacks Address Maintenance Address Maintenance My Account ADMINISTRATOR SETTINGS Company Contacts & Information SUPPLiWAY (SM) SUPPLiWAY(sm) Product Management My Account INFORMATION MANAGEMENT SUPPLIWAY - Product Management SUPPLiWAY(sm) Publicity Updates My Account INFORMATION MANAGEMENT SUPPLIWAY - Publicity Updates Returns Unacceptable Return Expedite Form My Account INFORMATION MANAGEMENT Returns Unacceptable Return Expedite Form Marketing & Promotions Tab Information and Marketing Customer Site Views Marketing Kit Advertising Highlights News & Events In the News Archive Author Tours Home Page Customer Site Views (just over the ad spaces on the right) My Account INGRAM SERVICES Marketing Kit Home Page Horizontal Ad Marketing Opportunities Browse BY INGRAM LISTS & PICKS Ingram Product News/Alerts No longer Available Media PW Daily Browse BY INDUSTRY LISTS & PICKS National Publicity PW Daily Magazine and Newspaper Publicity No longer available Movie Tie-Ins No longer available National TV, Radio & On-Line Publicity Browse BY INDUSTRY LISTS & PICKS National Publicity National TV, Radio & On-Line Publicity Television Tie-Ins No longer available Program Titles Street Smart Top Demand (Over 12 months) Browse BY INGRAM LISTS & PICKS Books On-sale Date (Street Smart) Page 21 of 27

22 Ingram Browse BY INGRAM LISTS & PICKS Books - Bestsellers Ingram Top Demand Spring Arbor Browse BY INGRAM LISTS & PICKS Books - Bestsellers Spring Arbor Top Demand Awards & Current Bestsellers Ingram Industry Bestsellers Browse BY INDUSTRY LISTS & PICKS - Bestsellers Ingram Bestsellers Browse BY INGRAM LISTS & PICKS Books Bestsellers Ingram Bestsellers Ingram Top 100 Sales for (date) Browse BY INGRAM LISTS & PICKS Books Bestsellers Ingram Top 100 Award Winners Browse BY INDUSTRY LISTS & PICKS Awards - Trade Spring Arbor Industry Bestsellers Browse BY INDUSTRY LISTS & PICKS - Bestsellers Spring Arbor Top 100 Sales for (date) Browse BY INGRAM LISTS & PICKS Books Bestsellers Spring Arbor Top 100 Award Winners Browse BY INDUSTRY LISTS & PICKS Awards - Christian IPS Ingram Publisher Services Page IPS Ingram Publisher Services Homepage Top Right Header Buttons My Account Administrator Settings User List Direct to Home (Direct Shipping) Setup Street Smart Affidavit ipage Settings Pubsource (Publisher Direct Ordering) Setup Ingram Publisher Services Settings Individual Settings Change Account User Settings My Account ADMINISTRATOR SETTINGS User Administration My Account ADMINISTRATOR SETTINGS Direct to Home Setup My Account ADMINISTRATOR SETTINGS Street Smart Affidavit My Account ADMINISTRATOR SETTINGS ipage Account Settings My Account ADMINISTRATOR SETTINGS Pubsource (Setup & Change) My Account ADMINISTRATOR SETTINGS Ingram Publisher Services Settings My Account MY SETTINGS Change Settings My Account MY SETTINGS Access a Different Account Page 22 of 27

23 Appendix A Old Browse and Search page Page 23 of 27

24 Appendix B Old Purchase Orders page Page 24 of 27

25 Appendix C Old Reports page Page 25 of 27

26 Appendix D Old Information Mgmt. page Standard Version: Ingram Publisher Services Version: Page 26 of 27

27 Appendix E Old Marketing & Promotions page Page 27 of 27