Randy FreyRandy Frey Director, Editing and Graphics Services

How to Use GRADS

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GRADS Workflow1. Personal Draft2. Public Draft3. Submit for Sign-off4. CTL Sign-off5. Dataquest Mgmt Sign-off6. To Editing Services7. First Edit8. Final Edit9. Analyst Sign-off10. Committed

1. Only author can view2. Any subscriber can view3. Analyst no longer touches4. CTL approves RU5. Often conditional6. Ready for Editing7. QAs to author8. Final production stages9. Analyst approves10. Document released

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Personal Draft Author creates Dataquest Perspective in GRADs

(Work-in-Progress database) Creator of RU selects valid Dataquest

Perspective type Core Topics and Key Issues are selected Author adds any users or groups that should

view RU Author attaches Microsoft Word document in

appropriate template Author promotes personal draft to public draft

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Public Draft Other users can comment on RU via response

messages Comments are NOT made directly to Word

document Author revises public draft based on feedback

and reposts updated version Following peer review, author promotes

Perspective to Sign-off

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Sign-Off Stages Submit for Sign-Off

– Author promotes RU to submit for sign-off for CTL and Dataquest Mgmt to review the RU

CTL Sign-Off– Core Topic Leader will review and sign-off RU (either

conditionally or unconditionally) DQ Mgmt Sign-Off

– Author's Manager will review and make recommendations on RU, as appropriate

– Author revises the RU based on feedback from Manager/CTL– Manager signs-off RU – After conditions are met, Research Editor promotes RU to

Editing Services

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Editing Stages To Editing Services

– Author will not make changes to the RU without contacting the editor

– Editor copies RU to the Editor's Workspace– If problems or other issues with RU, the editor

communicates with author to resolve problems– If any issues arise during the editing process, editor or

author may refer to the original RU in the Editor's Workspace database

First Edit– Editor reads document for clarity, grammar, DQ style

Final Edit– Document is proofed, corrections made, graphics imported

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Final Stages Analyst Sign-Off

– Analyst/author signs off on the RU when all edits have been successfully incorporated into document

Committed– Editor commits RU in GRADs– PostScript file is created for paper delivery– MIF file is created and run through DocVerter for

creation of HTML and SGML versions of document (Web and CD delivery)

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Perspective Templates There are now 10 Dataquest Perspective

templates in Microsoft Word:– Market Analysis market.dot– Competitive Analysis compete.dot– Event Summary event.dot– Technology Analysis technology.dot– Product Analysis product.dot– Forecast Analysis forecast.dot– Channel Analysis channel.dot– Vendor Analysis vendor.dot

– End-User Analysis user.dot– Dataquest Predicts predicts.dot

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Perspective Types

Market Analysis– Analytical newsletters that explore the

dynamics of IT markets, winners and losers, major shifts, and industry trends

Competitive Analysis– A newsletter that provides analysis and

insight on a wide number of competitive topics, including vendor strategies for success, vendor product directions, marketing strategies, and support strategies

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Perspective Types

Event Summary– Recaps and summaries of information

presented via teleconference calls, breakfast briefings, or conferences, or recaps of industry trade shows or exhibitions

Technology Analysis– Focuses on a specific technology and

compares and contrasts to competing technologies. Focuses on strengths, weaknesses, and potential opportunities of a given technology

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Perspective Types

Product Analysis– A topical newsletter that compares and

contrasts products competing in the market segment. Includes product strategies and products as groups and focuses on strengths, weaknesses, features, and prices

Forecast Analysis– Analytical newsletters that present forecast

data, including market inhibitors, market accelerators, and recommendations on what the client should do going forward

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Perspective Types Channels Analysis– Addresses a discrete single event in the

market such as a new vendor channel program or a competitor acquisition by a reseller, or an ongoing channel issue such as the role of ISPs in distribution.

Vendor Analysis– Analyses a vendor’s competitive position and

strategies, focusing on the company’s strengths and weaknesses and exploring the threats and opportunities that lie ahead.

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Perspective Types End-User Analysis– Research newsletters presenting the results

of Dataquest’s investigations into end-user markets

Dataquest Predicts– Newsletters that take a bold, opinionated,

often controversial look at key issues, products, and trends in the IT industries. Dataquest examines where the industries are heading and makes predictions about why, when, and how events will happen

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Prspct98.dot Template

DocVerter will fill in the tags

Author writes directly in template

Editor edits directly in template

One document created for multiple services

No variations to page layout allowed

Author should apply styles as he/she writes

Final pagination done by Editor

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Prspct98.dot Template

Figures pasted into final document as .eps files

Simple tables created using Word Tables feature

Complex tables imported from Excel files

Author should apply styles as he/she writes

No variations to page layout allowed

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About the GRADS Database

The GRADS application has eight primary databases:

Discussion Work In Progress Committed Committed RUs Only Lookup Discussion Archive Help Editor’s Workspace

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Adding and Opening Databases Launch Lotus Notes Double-click on a tab and name that tab GRADS Choose File Database Open Enter your password In the server drop down field select your

regional server as follows:– San Jose and US west coast associates - Picasso– Lowell and US east coast associates - Matisse– European associates - Lowry– Japan associates - Dali– Singapore, Hong Kong and other AP associates - Monet

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More About Adding and Opening Databases Double-click on each of the following icons to

add them to your GRADS tab:– GRADS V2.0 Help– GRADS V2.0 Committed– GRADS V2.0 Committed RUs Only– GRADS V2.0 Editor’s Workspace– GRADS V2.0 Discussion– GRADS V2.0 Lookup– GRADS V2.0 Work in Progress

You can arrange the icons in any order you like by simply dragging them around the tab

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About Database Panes In each database, you can display one, two, or

three panes.

Navigation Pane

View Pane

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The Navigation Pane By default, the Navigation pane is displayed on

the left side of the screen It contains a standard hierarchical list of

database components The Navigation pane displays the names of the

views, folders, and other elements of the database

Views are lists of the documents in the database Folders are a way to store and manage

documents

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More about Panes The View Pane displays the contents of the

selected view or folder The Preview Pane can be used to display a third

pane across the bottom of the screen.– Displays the contents of the selected

document– Three possible locations for the Preview Pane

Panes can be displayed, hidden, or resized to best suit your working style

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What You Can Do From A View Every view is just another way of sorting

documents. You can do the following in a view:– Open documents– Navigate to specific documents– Forward documents to other Notes users– Select documents to act on as a group– Print documents– Group documents– Find text in documents

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Expanding and Collapsing Views You can control what level of documents are

displayed in a view at any given time To expand a category by one level, either double

click it or select it and press the (+) key on the keypad

To expand a category to show all levels, select it and press the (*) key on the keypad

To collapse a category by one level, select it and press the (-) key on the keypad

To collapse all levels, choose View-Collapse All

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Unread Documents Notes indicates the documents you have not

opened yet by displaying a star () in the left margin of a view.

You can also mark documents read without opening them, or mark documents unread that you have already opened, perhaps to draw your attention to them later– Choose Edit - Unread Marks - Mark All Read

(or Mark All Unread)– Choose Edit - Unread Marks - Mark Selected

Read (or Mark Selected Unread)

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Viewing Attachments Left-click on attachment and choose either View,

Detach, or Launch– View—will open document in Microsoft Word

but will now allow you to make changes to it.– Detach—saves an attached file to disk. If

more than one file is attached to a document, you can save some or all of the files to disk at once.

– Launch—will launch the application in which the attachment was created.

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Responding to Postings Responses enable a user to conduct electronic

discussions on a particular topic A response may be used to provide feedback,

collaborate on a research topic, sign off on an RU, or comment on edits made to a particular document

To respond to a document, View that document (to read it). Click on the Respond button. A new response form will appear, enabling you to enter your response.

To respond to a response, click on the Respond to this Response button

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Creating Documents To create a new main document, choose Create,

Dataquest Perspective Click on the correct Perspective type Type or paste in your title and abstract Click on the Core Topics button to select the

proper Core Topic Click on the Primary KBI button and choose one

primary KBI If applicable, click on the Secondary KBIs button

and choose additional KBIs Attach your Word file in the appropriate template

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Interest Groups A research or organizational area in which several

people may have a common interest– All Groups– By Analyst

When a user opens the GRADS database, he or she sees only those documents tagged to the interest groups to which they subscribe

When a user replicates the GRADS database, only those documents tagged to the interest groups to which they subscribe are replicated

Analysts may subscribe to any interest group of their choice

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Subscribing to Interest Groups Users can subscribe to a group or to an analyst Select View - Interest Groups - All Groups in the

GRADS Lookup database To subscribe to a group, select that group and

choose Action - 2. Subscribe to Interest Group To see all discussions and documents in

GRADS, subscribe to the GRADMaster Interest Group

To cancel a subscription to a group, select that group and choose Action - 3. Cancel Group Subscription

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