EasyCatalog Support & Reference Guide

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GETTING STARTED

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Getting started with EasyCatalog

Introducing EasyCatalog

Getting started with your automated catalog

Downloading and installing Adobe InDesign

Detailed instructions for installing EasyCatalog

Navigating EasyCatalog components within InDesign

Managing EasyCatalog preferences[/vc_column_text][vc_column_text]

InDesign concepts for EasyCatalog-based catalogs

InDesign fundamentals for catalog production

Creating and managing your catalog as an InDesign book file[/vc_column_text][vc_column_text]

Workflow design

Designing and optimising your automated publishing workflow requires some careful planning.Designing your automated catalog workflow[/vc_column_text][vc_column_text]

Sourcing & loading product data

EasyCatalog can import data from a CSV file, spreadsheet or XML file as well as linking to data held in a business database via ODBC.

Introducing the EasyCatalog panel

Loading or updating data in an EasyCatalog panel

Using XML data within EasyCatalog[/vc_column_text][vc_column_text]

Product management principles

Managing detailed product information for thousands of products (Coming soon)

What’s the difference between a product record and a product instance record?[/vc_column_text][vc_column_text]

Managing product images

(Coming soon)[/vc_column_text][vc_column_text]

Choosing a layout

Choosing a flow-based or a grid-based catalog layout[/vc_column_text][vc_column_text]

EasyCatalog for teams

If your workflow includes multiple designers, graphic operators or contributors.

Using EasyCatalog in a network environment[/vc_column_text][vc_column_text][/vc_column_text][/vc_column][vc_column width=”1/3″][vc_column_text]

USING EASYCATALOG

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Creating automated pages

EasyCatalog can easily create grid and flow layouts based on your design preferences.

Creating automated content using ‘Paginate Into Text Flow’

Creating automated content using ‘Paginate At Positions Specified In The Data’[/vc_column_text][vc_column_text]

Creating content templates

EasyCatalog uses an enhanced version of an InDesign library file to hold pre-prepared layouts, including field specifiers for product and category data.

Creating and editing your EasyCatalog library[/vc_column_text][vc_column_text]

Controlling content using Pagination Rules

EasyCatalog includes powerful features to control your templated content.

Introduction to EasyCatalog Pagination Rules (Coming soon)[/vc_column_text][vc_column_text]

Creating tables using EasyCatalog

EasyCatalog allows you to create table-based catalogs quickly and easily.

Creating simple tables with EasyCatalog

Changing the maximum height of a table cell/row[/vc_column_text][vc_column_text]

Updating data

Managing data updates

EasyCatalog provides separate methods for updating data in both directions between the source data, EasyCatalog panel and document.

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Managing large documents

InDesign prefers book files for >20 pages. EasyCatalog has specific tools to integrate.

Creating and managing your catalog as an InDesign book file[/vc_column_text][vc_column_text]

Creating an index/table of contents

Which table of contents method is right for my catalog?

Creating an index using EasyCatalog

For a simple table of contents refer Creating a table of contents using Adobe InDesign[/vc_column_text][vc_column_text]

Advanced data management

Tidying your data with EasyCatalog data cleansing

Using regular expressions (REGEX) with EasyCatalog data cleansing

Cross-referencing between multiple EasyCatalog panels (Coming soon)[/vc_column_text][/vc_column][vc_column width=”1/3″][vc_column_text]

REFERENCE

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EasyCatalog Panel Flyout Menu

The EasyCatalog Panel Flyout Menu allows you to control all aspects of EasyCatalog.

Commonly used items include:

View all items in our complete EasyCatalog Panel Flyout Menu reference.[/vc_column_text][vc_column_text]

EasyCatalog Field Options

Data fields within the EasyCatalog Panel can be configured to control data types & formatting, picture options and advanced data cleansing.

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EasyCatalog Pagination Rules

Pagination Rules are used to control the way your layout templates are merged with your product data.

Commonly used items include:

View all items in our complete EasyCatalog Pagination Rules reference.[/vc_column_text][vc_column_text]

EasyCatalog Custom Fields

EasyCatalog includes powerful functionality to allow you to organise, manipulate and extend your data.

Transform and supplement your data with EasyCatalog Custom Fields

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EasyCatalog Computed Fields

Computed Fields are similar to Custom Fields, however the field transformation is applied directly to the EasyCatalog library item. Depending on your application, this can reduce the complexity and number of your Custom Fields.

Should I use a Custom Field or a Computed Field to transform my data?

Custom Field and Computed Field function reference

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EasyCatalog Book Menu

EasyCatalog includes an additional menu available via InDesign’s book menu. Many common features can be applied to either the whole InDesign book, or to selected documents.

EasyCatalog book menu[/vc_column_text][vc_column_text]

Troubleshooting

A duplicate key was detected

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