patter

PCACHS Editor Transition Plan

This plan covers the activities required to transition a current/active editor off the Patter editorial board and add a new editor.

Participants

• Outgoing editor(s)
• Incoming/remaining editor(s)

Resources

• Github: https://balain.github.io/patter/
  • Editor Roles
  • RACI Chart
  • Workflow: graphic and textual descriptions
  • Trello info
• Trello
• Dropbox: pre-2020 files & all 2020 files
• Glovebox: final 2020 files

To Do

General

• Ensure that all PCA-owned assets (software license(s), Publisher source files, final PDFs, etc.) are transferred
• Ensure that the current editorial process is explained to the continuing editor(s)

Outgoing Editor

• Existing files in Glovebox done 10/18 by JDL
  • Upload final Pub and PDF files for each month in 2020
  • Remove files from Dropbox
• Review editorial process Meeting scheduled for 10/29 @ 7pm ET
  • Workflow
  • Process documentation
  • Trello use
  • Publisher use (see below)
  • Publishing to Issuu
• Review Publisher use
  • Creating a new issue
  • Inserting images (n.b. by link not file)
  • Basic layout
  • Creating proofs
  • Creating final PDF
• Convey PCACHS-owned Publisher license to editors done 10/14 by T.H. - email
• Decommission (or transfer) Trello board to remaining editor(s) [target: by end of Jan, 2021]

Incoming Editor

• Verify Glovebox access
• Download older files from Dropbox archive (if necessary)
• Verify working Publisher license
• Set up new Trello board (if continuing to use Trello)