ENDNOTE COMMUNITY GTM AND CTS WEEK OF JUNE

ENDNOTE COMMUNITY GTM AND CTS WEEK OF JUNE 2, 2014 Ariana Townsend Meredith Mc. Cusker

Releasing as a BETA, this new user community in End. Note online is a more social and interactive way for user to connect with fellow researchers and End. Note experts from around the globe. • Share information with colleagues • Get answers to questions • Find training and support Launch: June 9 2

Benefits for Our Customers And Users A more social and interactive way for you to find, connect and collaborate with peers, colleagues & other users. ü Networking: Access to global pool of colleagues and experts ü Brand Building: Opportunities to build personal brand reputation ü Knowledge Sharing: Safe and controlled environment for sharing professional experiences ü Better Collaboration: Infrastructure for professional collaboration ü Increased Productivity: Access to productivityenhancing information and tools 3

Positioned as a new user forum: A more social and interactive way to connect with in-house End. Note experts and fellow researchers. PHASE 1

This… • • Becomes this… An in-product user community that better leverages and connects vast user base. Seamlessly accessible using product login

Phase 1 Rollout Community June 4 End. Note online 3. 9 be made available at preview. endnote. com • 3. 8. 1: Existing production environment at my. endnote. com • 3. 9: deployed at separate url • Both my. endnote. com and preview. endnote. com will work from the production backend • If a user makes changes to their End. Note online account at preview. endnote. com, it will be reflected in my. endnote. com • This will not cause issues with desktop or i. Pad syncing June 9 Users receive 1 -1 invitations via email (e. g. trainers and forum users) • Over the course of June we will target new user groups and prospects for participation. June 30 Tibbr/Social platform team will release Tibbr update • Includes privacy setting options and other EN specific updates. July/August Date TBD based on required activities being completed. • Community will be broadly released to all users within my. endnote. com. • Preview. endnote. co m will redirect and no longer be accessible.

Phase 2 Integration of community components into End. Note online to support purposeful collaboration and integration into the researcher’s workflow Projects • Initiate project • Find team members • Track progress • Assign tasks Enhanced Profiles • Manage CV • Export CV Recommendations • Uncover items of interest (people, conferences, publications, grants) • Supports passive discovery 7

End. Note online has been customized to raise the visibility of the Connect tab. FEATURES AND FUNCTIONALITY 8

Improved User Awareness: New Landing Page

Improved User Awareness: New Connect Lightbox 10

Improved User Awareness: New Getting Started Guide 11

Signing Up for the Community Pre-existent End. Note Users: Post 3. 9 Launch Log in User enters username and password Workflow I Step 1: User is Introduced to the Connect tab

Signing Up for the Community Pre-existent Users: Post 3. 9 Launch Log in Community Registration Workflow I Step 2: User is Introduced to the Connect tab First name, last name, and email address will carry over from EN registration Institution is required, and auto complete is offered Once user completes registration, system will kick out a Welcome email 13

Signing Up for the Community Pre-existent Users: Post 3. 9 Launch Log in Community Registration Workflow I Step 3: User begins profile completion within the Connect tab User can begin to fill out profile 14

Signing Up for the Community New End. Note Users: Post 3. 9 Launch Community Registration Workflow II Step 1: New User registers and is introduced to the Connect tab 15

Signing Up for the Community New End. Note Users: Post 3. 9 Launch Community Registration Workflow II Step 2: User completes community registration on Connect tab User receives confirmation email User can begin to fill out profile First name, last name, email address are carried over from End. Note registration. User must self identify institution and select password for one time association 16

Profile Completion: Progress Tracking 17

Profile Completion: Pulling in Linked. In Profile

Increasing Engagement: Invite a Colleague Customization 19

Increasing Cross SSR Reach: Link to Researcher. ID Profile Customization

Languages Available 21

Over the course of the first month we will be on an accelerated content creation schedule. SEEDING THE COMMUNITY

INITIAL SUBJECT STRUCTURE News and Announcements Interesting Stuff Status Updates and Release Info Conferences and Calls for Papers End. Note Feedback and Ideas Cool stuff from Science Hack Day End. Note How To’s Hot Research & Researchers Training Styles Filters Connections The community operates on a tagging structure so content is not exclusive to one subject.

Leveraging TR content All content should include planned inclusion in community. Training Science. Watch Marketing Videos (You. Tube) Sci-Bytes: Medicine, Biology, Physics, Chemistry Press Releases Class outlines Monthly class calendar (include Distributor promotions) Material downloads (QRCs) Little Book “How To’s” Global Research Reports Researcher interviews Special Campaigns: Citation Laureates, Contests, Rising Star Journals Hot Papers Top Tens Product Status updates Local/Regional Campaigns Events calendar #geekoutwithendnote Release notifications Development feedback surverys Science Hack Day Tip-off Tuesday/Feature Friday Content files

Content creation workflow Making sure all content has community included in project plan. Press Release: - Draft teaser text for community post - Add to X subject in community - Tag as A, B, C Making sure content is channel appropriate. Ex: Science. Watch Articles –PR Newswire: Thomson Reuters Study Suggests Global Imbalance in Diabetes Research Funding –SW: Funding the Global War on Diabetes Included in all communication plans Content owner is responsible for creation of community specific message Send to Community manager for suggestions on tagging/subject area Post to community

TRAINING AND SUPPORT

TRAINING & SUPPORT External Internal • Introduction to the Community Tutorial • Internal GTM sessions • In application overlays • Community basics & how to’s • Community Guidelines • Landing page on endnote. com • “Community Help Center” • CTS documentation and feature overview • Profile creation guidelines and suggestions • Customer inquiry escalation workflow • Social media response guidelines

At launch, we have 1 key objective: Drive adoption among current End. Note users. DRIVING ADOPTION

Audience & Opportunity Across all SSR products, we have 2. 9 million user accounts. 5, 000 unique visitors to the Community Forums per month In. Cites 7 K users Researcher. ID 434 K users 213 K users have EN online, RID and WOS user accounts About 500 K active monthly users. Web of Science 2. 0 million users End. Note online 2. 425 million users 55, 000 EN You. Tube views per month 9, 500 new RID accounts created per month 1. 4 M users have both EN online and WOS user accounts 44, 000 new End. Note online accounts created per month

PHASE 1 LAUNCH TIMELINE A phased introduction, starting with high potential user groups July/Aug June 30 June 9 June 4 May • Launch Preview version of community • Seed community, create TR team profiles, create documentation • Invite target segments • Tibbr release to add new features • Launch community in online application

Targeting User Groups Target 1 • Trainers Pre-launch invite to primary content contributors to begin seeding community. Positioned as preview. Encourage sharing; badging as experts; creation of specialty subjects. Host optional “Community” training course as intro (30 mins) Target 5 Target 2 • Forum Users Pre-launch invite to primary content contributors to begin seeding community. Positioned as preview. Encourage sharing; creation of specialty subjects. Host optional “Community” training course as intro (30 mins) Target 3 • Training attendees • Move all after training follow up into community. Create open discussions, post session materials, send email communications that drive to community Target 4 • Target: ENO Users In application messaging to create visibility and separate marketing assets will tease benefits and capabilities to increase interest. • Target Desktop Users Activate X 7 autoupdater to promote community. Add mentions of community and content file sharing on content file pages. Call to action to sign up to receive notifications when new content files are created. Success requires assets that demonstrate value and provide role specific instructions for using the community.

Generating Awareness New content on the endnote. com site and within marketing materials • Redesigned endnote. com homepage • Community landing page with help & links to training assets • Updated ENB landing page • Updated Factsheets & leave behind Launch announcements to users outside of the online environment • Message in X 7 auto-updater • Use specific content on highly trafficked en. com pages • Segmented e. DMs • Social media • Current user forum

Migrating Forum users to Community May June • Announce new community on current Forum • Analyze forum stats to identify valuable discussions • Request feedback from Forum Users on structure and content • Replicate high traffic content in new Forum • Allow Forum Users to suggest content migration ideas. • Convert Forum to Read Only mode August October • Sunset Current Forum • End of Lithium contract Dependent on community search optimization.

Thank You! Additional Information: • The community is accessible in QA to experiment with: https: //endnoteweb-qa. isinet. com: 9043/End. Note. Web. html • Preview. endnote. com will not be secure or protected. Any customer interested in joining is welcome once we begin sending out invitations. 34

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Phase 1: Positioned as a new user forum Value proposition: Phase 1 of the End. Note community connects users to End. Note experts and to each other, when and where they need answers. Positioning: The new user community in End. Note online is a more social and interactive way for you to connect with in-house End. Note experts and fellow End. Note users from around the world. Messaging: The new End. Note user community lets you easily connect and interact with fellow researchers and End. Note experts from around the globe. Share information with your colleagues, get answers to your questions or learn tips and tricks for making the most of End. Note. It’s never been so easy to connect with researchers across all fields and disciplines, right where and when you need to.