Data Merge creating a stud book

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    • #14339501

      I’m working on developing a better process for creating an annual catalog of stallions. What I inherited utilized multiple excel docs and a lot of copy paste and manual changes in individual pages through the book format in InDesign. There were two primary problems. One, they did not have a proper database set up. It was reworked excel files every year. Two, the process of getting new pages built was copy/pasting content to and from 3 different excel docs. Then a jostling in two different indesign files with layered paragraph styles and linked text boxes. One missed place and everything was a mess and it all took a lot of time to adjust The only saving grace is that any page ever built for this catalog has been saved and archived year after year on our server. The trouble is having to manually update each page.

      The first solution is to allow the website that contains all (and more) content of these stallions to become our database. Our website team can export the content I need to an excel doc I’ve set up for the print book. So our sales/customer service team can start making updates and revisions to the site. Then the web team can provide me with the updated content via a excel doc. Up till now the sales/CS process of collecting info and updates has been painful and slow and aggravating and time wasteful.

      Secondly, The indesign pages are all templated the same. Last year we ran 105 stallions. Each horse gets a two page templated spread. I handle the building and editing of the left hand pages, another person builds the right hand pages, they are their own beast. Content is limited in each text area. It includes a photo and various entries of name, standing, ownership, a small profile and breeding information. At this point the template for this page has all those text boxes linked. The information has had to go from one excel form to another to then be formatted with f/c to then copy past and flow into the page. Its confusing and any space or misstep causes chaos. There’s been a lot of man handling of files.

      My idea is to recreate this template so that each text box is its own entity and utilized the new data I will be given to Data Merge the content and create pages quickly.
      It works. I’ve tested it. I can create the pages easily. No more copy/paste and no more trying to read hand written notes on printed out black and whites.

      Now my problem is how to handle the pages and their numbering. Right now each horse exists on his own IND page. We had been adding all those pages to a book format in IND to allow for proper page numbering. But when creating the data merge it puts all the pages in one IND Doc. Is there away to separate those pages out as individuals? or should I forgo the book option and allow the Data Merged pages to number in one file? I also thought of doing them in smaller groups of 10 or 20 pages. And adding those to a book format? They’re organized alphabetically by horse name in the book itself. (Once our pages are ready we script export them to our web pages Living Proof system to be reviewed. PDFS are then sent to our printer.)

      I’ve been tasked with fixing the process, so that in my absence or when things get tight at the end and we’re scrambling to make deadline another designer might help me with pages. I’m just trying to choose the best way to do this.

      Any ideas or input is appreciated. Many thanks for reading this long post.

      Holly

    • #14339503
      Massimo Carrassi
      Participant

      I try to be as concise as possible.

      1. You can have single pages using this script: DM_onefileonedatabasetosinglerecordPDF_v1_27
      and then add the second page and merge everything into the Book.

      2. I don’t think, however, that this is a good idea but you could divide the Excel file by the alphabetical initials (A, B, C,…) and make a Datamerge for each one.

      3. The best way to get another person to work on this project would be to use InCopy.

      4. If you want to keep a link to the file you will use with Datamerge, you will have to use a special script or xml.

      • #14339506

        Thank you Massimo! I appreciate your insights. The script would be nice. I may try it if I can get it to load to my work machine, we’re always having trouble with our company creative cloud accounts.

        I don’t think the second option would work either.

        InCopy is always possible. But not for the help I would need. Though if I could get this data merge to work I won’t need help.

        I don’t need to maintain the link with the data merge file.

        I’m also wondering if I can just create them page by page too..there is adoption in the data merge to select individual pages. I may utilize that.

        I’ll keep my eyes open for any other responses.

        thanks
        H

    • #14339505
      David Blatner
      Keymaster

      I don’t understand why you need to do this as a book document… seems like using Data Merge to make a single InDesign document would be far easier.

      • #14339507

        Exactly David! Well, that was what I was trying to confirm. I could just keep all the pages in one doc and page number there.

        Though I do have the possibility of having to add or remove new horses through the revision process. Dealing with the horse owners to get new or updated information is sadly complex and we have multiple CSRs working with our clients. I also might run into pushback from older thinking minds that will insist every horse be its own page.

      • #14339508
        David Blatner
        Keymaster

        Well, if you set up the document and data well enough then you may not need to make changes after use Data Merge… in that case, if you have new information or new horses you can just re-do the data merge. It’ll only take a minute, so no big deal.

        Also, if you use data merge, then each horse would probably be on its own page (or own spread), right?

      • #14339512

        That’s the goal. To have as complete an excel file to build from. I just need to teach my CSRs to focus on getting as much updated in one review as possible.

        So I’m on the right track. Thanks for letting me type it all out. I think it helped me understand my own thought process better.

    • #14339514

      I need to keep the left had pages separate from the right hand pages (they’re built differently because of content). If I keep my data merged pages all in one doc, how can i automatically get my page numbers to flow? 2, 4, 6 etc…

      • #14339515
        David Blatner
        Keymaster

        You’d probably want to make your document start on a left-hand page by starting the first page on page 2.

        Tip of the Week: Starting a Document on a Left-Hand Page


        and then the page numbering you’d do the same way as a normal InDesign document: Just put automatic page numbers on a master page.

      • #14339519

        Thank you David! I’m including a blank right hand page in my data merge file. This allows the page numbering to do its thing.

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