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EasyCatalog

For Adobe® InDesign®

QUICK START GUIDE

65bit Software Ltd
Revision History

Version Date Notes
2.0.0 18 July 2005 First draft for InDesign CS2 modifications.
2.1.0 19 April 2006 Updated for release of version 2.1 of EasyCatalog
2.1.1 18 March 2008 Removed reference to missing images folder.

© Copyright 2005-2007 65bit Software Limited. All Rights reserved. Reproduction or copying prohibited.

Adobe and InDesign are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States
and/or other countries.

All other trademarks and copyrights are the property of their respective owners.
EasyCatalog for Adobe InDesign 3

QUICK START GUIDE
About this Guide
This QuickStart Guide is intended to get you up-and-running with EasyCatalog as quickly as possible – further
information on the features of EasyCatalog can be found in the User Manual.

Several data and InDesign files accompany this tutorial, and are required to follow the steps outlined below. By
following these actions, you should be able to quickly configure EasyCatalog and gain an insight into the options
available for working with your data.

You need not complete every section in this tutorial – only the first, ‘First Steps’, is required.

Package Contents
This tutorial package contains the following files:

Quick Start.pdf This document

Tutorial Files
stock.csv Example data file
Tutorial7a.indl Simple flow-based pagination example
Tutorial7b.indl Grouped data pagination example
Pagination.indd Pagination template containing paragraph styles required for grouped data pagination

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EasyCatalog for Adobe InDesign 4

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First Steps
Introduction
In this chapter, you’ll learn how to configure EasyCatalog so that you can import your data, and how to import
your data into an EasyCatalog panel.

Configuring EasyCatalog
EasyCatalog uses a ‘Workspace’ folder to store a snapshot of each data source when it is acquired – this
workspace folder, in addition to a local cache of data, stores configuration information for each ‘Project’. A
project is considered to be one or more connections to a single data source.

➀ Choose a folder where
EasyCatalog can store its
data cache

To configure the workspace folder, select Edit→Preferences→EasyCatalog. ➀ Specify the folder on your local
machine where EasyCatalog can store its data cache – create a new folder and direct EasyCatalog to that.

Importing Your Data
For this tutorial, we will be importing data from a comma-separated values (CSV) file - data can also be
obtained directly from any ODBC-compliant database with the use of an additional plug-in, the ‘ODBC
Data Provider’.

EasyCatalog adds a new sub-menu to the standard InDesign File→New menu - ‘New EasyCatalog Panel’. Listed
on this sub-menu are all of the available data provider plug-ins, along with any existing data sources. If you have
previously configured a data source, they will be listed on this menu and new panels can be created.

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➀ Import your data using the ‘New File Data
Source’ menu option

➀ Select the ‘New File Data Source...’ menu option - a file-picker dialog will open. Navigate to the ‘stock.csv’
file included with this tutorial and hit the ‘OK’ button. EasyCatalog will now examine the structure of the file
and present the configuration dialog - many of the values shown will have been determined by EasyCatalog
to be the most appropriate for the file. For example, EasyCatalog will attempt to determine whether fields are
alphanumeric or purely numeric fields, and whether they are currency fields.

Specify the characters that are used to
separate fields and records in the file
here.

The ‘Sample’ gives a preview of how the
data will be imported and formatted in
the EasyCatalog panel

➁ Configuration options for the field
selected in the ‘Sample’ are shown
here

➀ Click in any of the fields in a column to select the column

The dialog is split into three main areas:

The overall file configuration options, including the characters used in the files to separate fields and records;

A preview of the data - this preview will be updated when any of the configuration options in the dialog are
changed. This preview is an accurate reflection of how your EasyCatalog panel will appear.

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EasyCatalog for Adobe InDesign 6

QUICK START GUIDE
Field configuration options - options that determine how each field should appear on the document can be
configured here. Options such as field type (alphanumeric/numeric), currency formats and image paths can
all be defined. To edit the options for a field, click in any field in the column you wish to configure and hit the
‘‘Options...” button.

Number Formats

We need to ensure that the currency fields are correctly configured (‘Inc. VAT’ and ‘Ex VAT’). Scroll the preview
table to the right using the horizontal scroll-bar, and select the ‘Inc VAT’ field. Click the ‘Options’ button to show
the field configuration dialog.

➁ Select the type of field here
➂ A number of pre-defined currency
options will be shown here,
depending on the field type selected
above.

As the ‘Field Format’ configuration
options are changed, the example will
update to show how a positive and
negative field value will appear.

➀ Select the options to configure in this list

The field configuration dialog behaves in a similar manner to the InDesign preferences dialog - a list of available
properties is shown on the left, and the configuration options are shown on the right.

➀ Ensuring that ‘Field Format’ is selected in the left-hand list, ➁ select ‘Currency’ from the field type popup. A
number of pre-defined currency formats will be presented in the ‘Format’ popup - ➂ select ‘Dollar’.

Click ‘OK’ to confirm the changes to this field - repeat the above process for the ‘Ex VAT’ field.

Images

Images can also be imported by EasyCatalog - each of the fields can be configured to define where the picture
content files reside.

How are Images located?
EasyCatalog will use the content of a field as the filename for an image - for example, if your pictures are stored
using a stock code as a filename, you would tag your image frame as ‘Stock Code’.

The field content used to identify the images may contain:

• A full path to the image field - for example, your field may contain ‘Macintosh HD:Pictures:12345.jpg’. In
this instance, the file will be imported from this location and the ‘Content Location’ specified in the Field
Configuration dialog will be ignored, as will the ‘Extension’.

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EasyCatalog for Adobe InDesign 7

QUICK START GUIDE
• The filename of the image with extension (e.g. ‘.jpg’) - for example, your field may contain ‘12345.jpg’.
EasyCatalog will attempt to location this image in the folder specified in the ‘Content Location’ specified in
the FIeld Configuration dialog. The extension specified in the ‘Field Options’ will be ignored.

• The filename of the image - for example, your field may just contain ‘1234’ (as would be the case with
stock codes, etc). EasyCatalog will look for this image in the ‘Content Location’ path, and will append the
‘Extension’ specified in the ‘Field Options’ dialog.

Configuring Image Fields

Select the column that references the image by clicking on any field in that column. Click the ‘Field Options’
button to present the field configuration dialog.

➁ Specify the location of the images
referenced by this field

➂ The file extension will be appended
to the field content to make-up the
picture filename

➀ Select the options to configure in If a picture can not be found for a record,
this list the image specified here will be used

Due to the number of records in the sample file (stock.csv), we are unable to provide a folder that contains
images for all of the records in the file. For the purposes of this tutorial we will not be configuring the location of
images, but when working with your own data you would:

➀ Select ‘Picture Content’ from the list on the left of the dialog, and ➁ hit the ‘Choose’ button in the
‘Content Location’ area of the dialog. Navigate to the folder containing your images.

➂ Enter the file extension of the graphic files you will be using (if appropriate) - for example, if you deal
exclusively with JPEG files, enter ‘.jpg’ here.

Hit the OK button to save the configuration options for this field.

That’s it!
Configuration of the data source is now complete - further configuration options are available, details of which
can be found in the User Manual.

Click ‘OK’ on the ‘File Data Source Configuration’ Dialog to create your first EasyCatalog panel.

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EasyCatalog for Adobe InDesign 8

QUICK START GUIDE
The Panel
Introduction
The EasyCatalog Panel is your view on the data - unlike contemporary plug-ins, your data is a presented in
spreadsheet-style panels. Using EasyCatalog Panels, data can be sorted, grouped, filtered - each panel also
shows the current status of each record and field, such as whether it is placed on the current document.

Being able to see your data offers many other advantages - simply scroll around the table, select a field to insert
in the document and hit the insert button, for instance. You do not need to know the SKU of a record in order to
insert one of it’s fields.

Each panel is independent of the others - any queries, sorting or grouping configurations apply to a single
panel. For example, you could have two panels open - one showing everything in the ‘Electrical’ department,
one showing everything in the ‘Houseware’ department. You can even save a panel configuration and give it to
another EasyCatalog user to work with!

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EasyCatalog for Adobe InDesign 9

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Sort columns by clicking in the
Multiple data sources can be table header, sub-sort by shift-
worked with simultaneously clicking in the header
Individual columns can be
shown or hidden

The status column shows
records that have been inserted,
updated and deleted since data
was last retrieved from the data
source

The status of each field and
record is indicated by it’s colour
in the panel: green fields are
placed in the document; red
fields are placed in the document
but their contents do not match
the data source

Query, or filter, the Check the document to ensure
Insert the selected
data displayed in the the contents are the same as
field in the document
panel the data source

Data can be grouped in the panel - show or hide the contents of each group by
clicking the disclosure triangle

All fields within this group are placed on the document and their content match
the data source
One of the fields in this group is placed on the document, but it’s content does
not match the data source

The number of sub-groups or items contained within this group

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EasyCatalog for Adobe InDesign 10

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Using the Panel
Selecting Records and Fields
Select a field by clicking on it

Select a row by
clicking it the status
column

The Status Column
The left-most column, which is always visible, shows the current status of a record.

Inserted - this field is new: it wasn’t previously in the data source and appeared as a result of retrieving the latest data
from the data source.

Deleted - this record was missing from the latest data retrieved from the data source. These records are shown as
deleted, but will remain in the panel until they are manually purged.

Updated - the record was different in the latest set of data from the data source. The fields that were modified are also
highlighted in the panel.

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Manipulating Data
Sorting Data
Data can be sorted and sub-sorted simply by clicking in the header area of the table.

➀ Click once to perform an ascending sort, ➁ click again to reverse the sort. Clicking a third time remove the
sorting and the records will appear in their original order. ➂ Shift-clicking will add a sub-sort to an already sorted
panel - so you could sort by ‘Price’ order within ‘Department’, for instance.

➀ Sort a column by clicking in its header area

An icon shows the direction of sort - in this case, it is ascending. ➁ To reverse
the sort-order, click in the column header again

➂ To sub-sort, shift click in the column you would like to sort by

A number now appears beneath the sort icon, showing
the order in which fields will be sorted - in this instance,
description will be sorted within Stock Code

Grouping Data
If your data contains hierarchical data - data that should be logically grouped by department, manufacturer, etc
- the panel can also show the data in this hierarchical manner. More on grouping data is shown in Tutorial 6.

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EasyCatalog for Adobe InDesign 12

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Reordering Columns
The order of the columns can be changed simply by dragging each column into position - the order of columns
is important when working with document tables as the columns in the document will appear in the same order
as the panel.

Manually Reordering Records
Where simple sorting does not satisfy your needs, the order of the records can be manually adjusted simply by
dragging them into position.

Querying/Filtering Data
If you only need to work with a sub-set of the entire database, apply a filter to the panel. Using a query
mechanism similar to the InDesign library ‘filter’, simple filters can be constructed to filter the data in the panel.

Create a query, or filter, by selecting ‘Show Subset’ from the EasyCatalog panel popout menu, or by hitting the
‘filter’ button ( ).

Select the Enter the
Select the field to
condition that value for the
filter on
must be met condition

The query can be applied to all items
from the data source, or just those
currently visible

Data will only pass through the
filter if all of the conditions are
matched (‘Match All’), or any of
the conditions (‘Match Any One’)

Add or remove criteria here This query definition can
be saved and re-applied at
a later time

In this example, records will only pass through the filter when the ‘Dept’ field is equal to ‘Electrical’ and ‘Price Inc Vat’ is
less than 750

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EasyCatalog for Adobe InDesign 13

Tutorials
Overview
The following tutorials have been designed to give you a gradual progression through some of the many features
of EasyCatalog. More information on each feature can be found in the manual.

Tutorial 1 - Placing Fields, Errors and Updating the Document
This tutorial covers the basics - getting fields onto the document, checking the document for errors and
updating the document. At the end of this tutorial, you will have experienced how easy it is to link data
from your data source to the InDesign document, and how to ensure that your document is always up to
date.

Tutorial 2 - Simple Tables
Using the power of EasyCatalog’s panels, you can easily construct simple tables in the document. At the
end of this tutorial, you will have learnt how to use EasyCatalog panels as a preview of how your tables
will look on the document.

Tutorial 3 - Product Styles
This tutorial introduces ‘Product Styles’ - what they are, and why you may want to use them. EasyCatalog
lets you design how each record should look - no complex scripting language, or heavy learning curve.

Tutorial 4 - EasyCatalog Libraries
EasyCatalog Libraries are a convenient way of storing multiple Product Styles - this tutorial will show how
to create an EasyCatalog Library, and how to populate the designs stored in them with real data. Using
EasyCatalog Libraries, you can create complex page designs in seconds, or just experiment with different
designs.

Tutorial 5 - Tables
Where you need to design tables for your publication, EasyCatalog can also help - simply show
EasyCatalog how your table should look, and the table will be expanded or contracted to accommodate
the amount of data being inserted.

Tutorial 6 - Grouping Data
Data that is structured hierarchically, such as by department and manufacturer, can be viewed in the
panel in hierarchical form. The grouping configuration of the panel also affects the way in which groups
are automatically paginated in the document.

Tutorial 7 - Text Flow Pagination
Requires optional EasyCatalog Pagination Module.
Automatically place many thousands of records - by creating a library of Product Styles, you can show
EasyCatalog how each record (and group) should be paginated. For example, include designs for group
headers and individual records in the library.

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EasyCatalog for Adobe InDesign 14

Tutorial 1
Tutorial 1 - Placing Fields, Errors and Updating the Document
In this tutorial, you will learn how to:

• Place a field on the document
How to a field in the document that is linked to the original data

• Check the document for errors
How to check the document for errors; how errors are shown in both the panel and on the document

• Update the document
How to update the contents of the document with the latest data from the data source

Pre-requisites
You should have already read the first chapter of this tutorial, ‘Getting Started’, and be familiar with how to use
the EasyCatalog panel.

It is assumed that you have a panel open containing the ‘stock.csv’ sample data file.

Tutorial
Placing a Field

➀ Start by creating an empty text box, ensuring
you have a text insertion point

➁ Select a single field in the EasyCatalog panel

➂ Use the insert button to insert the selected field into the text box

➃ The field is placed in the text box - green field marker
characters show the bounds of the field content and that the
document content matches the original data source

Double click on a placed field in the panel to take you to the first
instance of it in the document.

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EasyCatalog for Adobe InDesign 15

Tutorial 1
Check the Document for Errors

➀ Modify the text inside of the field so that it no
longer matches the original data

➁ Use the ‘synchronize with document’ button
to check the document for errors

➂ The field marker characters show in red on the
document to indicate that there is an error - the
field in the panel is also now shown in red.

If a field is shown as being in error in the panel,
double clicking will take you to it in the document.

Updating the Document

➀ Use the ‘Update Document’ menu on the EasyCatalog panel
to update the document.

You can choose to update the entire document (‘All’), only the
fields that are selected in the document (‘Selection’) or only the
fields selected in the panel (‘With Panel Selection’)

➁ The field will be updated on the document, and
the panel will update to show the field is no
longer in error

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EasyCatalog for Adobe InDesign 16

Tutorial 2
Tutorial 2 - Simple Tables
In this tutorial, you will learn how to:

• Insert a simple table into the document

Pre-requisites
You should have already read the first chapter of this tutorial, ‘Getting Started’, and be familiar with how to use
the EasyCatalog panel.

It is assumed that you have a panel open containing the ‘stock.csv’ sample data file.

Tutorial
Inserting a Simple Table

➀ Start by creating an empty text box, ensuring
you have a text insertion point

➂ While holding down the ‘Alt’ key, select the
➁ Select the fields to appear in the table - to do
bottom-right field - this will highlight all of the
this, first select the top-left field
fields in the selected range

➃ Hit the ‘Insert’ button to insert the table

➄ Column headers have been inserted, based on the field names. The columns widths are also proportioned the same
as in the EasyCatalog panel

➅ The fields in the table behave like normal
EasyCatalog fields, and are shown in green
(placed) in the panel

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EasyCatalog for Adobe InDesign 17

Tutorial 3
Tutorial 3 - Product Styles
In this tutorial, you will learn:

• What a Product Style is, and why you would want to use one

• How to construct a Product Style

• How to populate a Product Style with data

Pre-requisites
You should have already read the first chapter of this tutorial, ‘Getting Started’, and be familiar with how to use
the EasyCatalog panel.

It is assumed that you have a panel open containing the ‘stock.csv’ sample data file.

Tutorial
What is a Product Style?
A Product Style is a grouping of InDesign text and pictures boxes which form a design for how each individual
record, or group, should appear in the document.

Product Styles use place-holders (Field Specifiers) which show where field content should be inserted, and how
the fields should appear (font size, style, etc).

For publications that feature a number of predefined styles, Product Styles can also be stored in EasyCatalog
Libraries, allowing a collection of different styles to be stored and easily managed. When Product Styles are
dragged to the document, they are populated with the data for the record currently selected in the EasyCatalog
panel.

What is a Field Specifier?
In order to show EasyCatalog where field content should go, EasyCatalog provides a means of inserting
placeholders, or ‘Field Specifiers’ into the design.

Field Specifiers use blue field marker characters on the document, and can have styling applied in the same way
as normal InDesign text. When populated with data, Field Specifiers will retain all of this styling information.

Graphic boxes can also be tagged with Field Specifiers, and during population the image referenced by the field
will be imported.

Constructing a Product Style
Product Styles are simply an extension of existing InDesign functionality, so create your Product Style using all of
the familiar InDesign tools. Where field content should appear, use the ‘Field Specifiers’ menu on the EasyCatalog
panel to choose the field to insert.

In order for EasyCatalog to determine that all of the boxes belong to the same Product Style, they must
be grouped on the document.

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EasyCatalog for Adobe InDesign 18

Tutorial 3
Text Field Specifiers

➀ To insert a Field Specifier, ensure you have a
valid text insertion point

➁ Use the ‘Field Specifier’ menu (from the
EasyCatalog panel popout menu) to insert the
Field Specifier

The Field Specifier has been inserted into the text ➂ Apply styling to the text - this will be retained
when the Field Specifier is populated with data

Picture Field Specifiers

➀ To tag a picture box with a Field Specifier,
ensure you have an empty frame selected

➁ Use the ‘Field Specifier’ menu to tag the frame
with the Field Specifier

The frame has been tagged with the Field Specifier

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EasyCatalog for Adobe InDesign 19

Tutorial 3
How to populate a Product Style
Populating a Product Style is as simple as dragging a record from the EasyCatalog panel to any one of the
boxes in the Product Style group on the document. The Field Specifiers will be replaced with field content for the
dragged record.

Drag

➀ All boxes for this Product
Style are grouped on the
document

➁ Drag the record you want
to populate the Product
Style with to the document

Field Specifiers have been
replaced with field content for
the dragged record

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EasyCatalog for Adobe InDesign 20

Tutorial 4
Tutorial 4 - EasyCatalog Libraries
In this tutorial, you will learn:

• What an EasyCatalog Library is

• How to create an EasyCatalog Library

• How to use an EasyCatalog Library to create complex page designs in seconds

Pre-requisites
You should have already read the first chapter of this tutorial, ‘Getting Started’, and be familiar with how to use
the EasyCatalog panel.

You should have also read Tutorial 3, which gives an overview of what a Product Style is and how to create one.

It is assumed that you have a panel open containing the ‘stock.csv’ sample data file.

Tutorial
What is an EasyCatalog Library?
EasyCatalog extends the functionality of InDesign’s libraries by allowing designs with dynamic content - Product
Styles (see Tutorial 3) - to be stored. When an item is dragged from an EasyCatalog Library to the document, it will
be populated with the records selected in the EasyCatalog panel.

By storing all of your Product Styles in a library, complex page designs can be produced - populated with live
data - in seconds.

Creating an EasyCatalog Library
There are two ways in which to create an EasyCatalog Library:

• Use the ‘File→New→EasyCatalog Library’ menu option - you will be asked for a file name and location to
create your EasyCatalog Library

• Create, or open, a standard InDesign library and use the ‘EasyCatalog Library’ option on the library’s pop-out
menu.

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EasyCatalog for Adobe InDesign 21

Tutorial 4
Create a new library using the ‘New EasyCatalog
Library’ menu option

Tag an existing library as an ‘EasyCatalog Library’
using this new menu option on the library panel
pop-out menu

Populating an EasyCatalog Library
Populate your EasyCatalog Library as you would a standard InDesign library - simply drag your Product Styles to
the EasyCatalog Library.

D rag

This Product Style can now be dragged to the
➀ Group the Product Style boxes and drag it to document, and will be populated with the fields for
the EasyCatalog Library the currently selected record in the EasyCatalog
panel

Populating Product Styles from EasyCatalog Libraries
Once your Product Styles are stored in an EasyCatalog Library, they can be populated with live data from an
EasyCatalog panel by simply dragging them to the document. The ‘EasyCatalog Library’ option must be enabled
on the library to replace Field Specifiers with field data.

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EasyCatalog for Adobe InDesign 22

Tutorial 4
Dra
g

➀ Select the record
➁ Drag the Product Style that should populate The Field Specifiers have been replaced with field content
to the document the Product Style for the selected record
in the EasyCatalog
panel

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EasyCatalog for Adobe InDesign 23

Tutorial 5
Tutorial 5 - Tables
In this tutorial, you will learn:

• How to design tables that will be populated with a variable amount of data

• Populate a designed table

• How to store table designs in EasyCatalog Libraries

• Populate a table stored in an EasyCatalog Library

Pre-requisites
You should have already read the first chapter of this tutorial, ‘Getting Started’, and be familiar with how to use
the EasyCatalog panel.

You should have also read Tutorials 3 and 4, which outline what a Product Style and an EasyCatalog Library are.

It is assumed that you have a panel open containing the ‘stock.csv’ sample data file.

Tutorial
Designing your table
Field Specifiers can also be included in table designs, allowing you to design how your tables should look. This
table design can also be stored in an EasyCatalog Library for later population.

EasyCatalog will expand or contract the design of the table to accommodate the amount of data being used to
populate it.

Design your table using the standard InDesign tools. Include Field Specifiers in the design where field content should
appear.

Field Specifiers in the header row(s) of the table will be populated with field content for the first record being used to
populate the table

Apply row and cell attributes as normal - these will be retained

Further body rows will be added to the table to accommodate the amount of data being used to
populate it

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Tutorial 5
Populating a designed table
Tables are populated in the same way as normal Product Styles - drag all of the records, or a group in the panel,
to the table on the document.

➀ Place your table design on the document

➂ Drag the records to the table
g
Dr a

➁ Select the records that you want to populate the table with

The header row of the table has been populated with the fields for the first record

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EasyCatalog for Adobe InDesign 25

Tutorial 5
Populating a table stored in a library
Tables that are stored in EasyCatalog Libraries can be populated in the same way as Product Styles - select all of
the records that you want to populate the table with, and drag the table to the document.

➀ Select the records to populate the table

ra
D

g

➁ Drag the table design to the document ➂ The table design has been expanded to accommodate
the amount of data selected

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EasyCatalog for Adobe InDesign 26

Tutorial 6
Tutorial 6 - Grouping Data
In this tutorial, you will learn:

• How to group data in the EasyCatalog panel

• How to specify the sort-order of groups

• How to work with hierarchical data in the EasyCatalog Panel

Pre-requisites
You should have already read the first chapter of this tutorial, ‘Getting Started’, and be familiar with how to use
the EasyCatalog panel.

It is assumed that you have a panel open containing the ‘stock.csv’ sample data file.

Tutorial
When working with large volumes of data, or data that is hierarchically structured (i.e. contains groups and
subgroups, such as department and manufacturer), EasyCatalog can group the data. This not only makes
working with the data easier, as it is presented in a hierarchical manner, but it also affects operations such as
automatic pagination (headers can be inserted on change of group, for instance).

Grouping the panel
EasyCatalog provides a grouping configuration dialog to allow you to specify the hierarchical structure of the
data and how the data should be sorted within each group. The grouping configuration only applies to individual
panels, so different grouping configurations can be applied to different panels.

Display the ‘Grouping Configuration’ dialog by selecting ‘Group...’ from the EasyCatalog panel.

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Tutorial 6
The Grouping Configuration Dialog

The left-hand side of the dialog shows fields the are still The right-hand side of the panel shows the current grouping
available (not used in the current grouping configuration) configuration

➀ Select the first field to group by, ‘Parent Category’ and
hit the add button. Alternatively, double-click on Parent
Category

➁ Now do the same for ‘Child Category’ and ‘Manufacturer’

The configuration will appear on the right-hand side of the
dialog

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Tutorial 6
Specifying the sort-order of groups

Select one of the rows on the right-
hand side, then use the ‘Ascending’ and
‘Descending’ radio buttons to adjust the
sort-order of the group

In this example, the ‘Child Categories’ will be shown in descending order

Working with groups in the EasyCatalog Panel

The panel will show
the new hierarchy of The number of sub-
the data. Click the groups is shown on
disclosure triangle to each group row
expand or contract
each group

When opening a lowest-level group, the
individual records will be shown

Ungrouping the panel
Select ‘Ungroup’ from the EasyCatalog panel pop-out menu.

©2003 65bit Software Ltd. All rights reserved. Visit us at www.65bit.com
EasyCatalog for Adobe InDesign 29

Tutorial 7
i These advanced pagination options are only available with the optional EasyCatalog
Pagination module.

Tutorial 7 - Text Flow Pagination
In this tutorial, you will learn:

• How to design tables that will be populated with a variable amount of data

Pre-requisites
You should have already read the first chapter of this tutorial, ‘Getting Started’, and be familiar with how to use
the EasyCatalog panel.

It is assumed that you have a panel open containing the ‘stock.csv’ sample data file.

Tutorial
EasyCatalog allows large volumes to data to be placed onto the document automatically - this can be achieved
either by supplying the geometry (and positional information) in the source data, or by flowing Product Styles into
a text flow.

Flow-based Pagination
Flow-based pagination, so called because Product Styles are inserted into a standard InDesign text flow, uses
a library of Product Styles. These Product Styles will either be inserted as anchored boxes in the pagination text
flow or, if the Product Style consists of only one box, just the textual content can be inserted in the flow.

EasyCatalog uses an InDesign library for pagination - this library contains Product Styles that can be inserted for each
record being paginated, or for each group.

Each library item has a number of
pagination attributes that determine how
EasyCatalog will use it during pagination

EasyCatalog will paginate the current panel selection - the way data is grouped in the panel is also important as
it determines how EasyCatalog will group data on the page. For instance, in the example library shown above,
there are Product Styles for the ‘Parent Category’ and ‘Child Category’ groups.

©2003 65bit Software Ltd. All rights reserved. Visit us at www.65bit.com
EasyCatalog for Adobe InDesign 30

Tutorial 7
As EasyCatalog is paginating the data, it will look in the pagination library for library items that are suitable for
the record or group currently being paginated. It is possible to store multiple library items for the same group
or record - i.e. you could have two different headers for ‘Parent Category’ and EasyCatalog will choose the
appropriate one based on simple logic that can be assigned to each style.

Simple Text Flow Example
In this example, we’ll look at the simplest form of automatic pagination, whereby we’ll create a flow of text -
headers will be introduced later.

X MEN 2: Wolverines”s Revenge ...................... £9.98 Star Trek Elite Force II ..................................... £24.67
Spiderman: The Movie ....................................... £9.98 Jedi Knight Jedi Academy ................................ £25.84
Rogue Squadron .................................................. £9.98 Tony Hawks Pro Skater 3 ................................. £25.84
Star Wars: EP1 Racer .......................................... £9.98 Knights Of The Old Republic ........................... £25.84
Force Commander............................................... £9.98 Secret Weapons Over Normandy ...................... £25.84
Indiana Jones....................................................... £9.98 Tenchu 3: Wrath Of Heaven ............................. £25.84
Star Wars: Starfighter .......................................... £9.98 Jedi Knight Jedi Academy ................................ £25.84
Escape From Monkey Island .............................. £9.98 Soldier Of Fortune 2 XBL ................................ £26.43
Curse Of Monkey Island ..................................... £9.98 Secret Weapons Over Normandy ...................... £31.13
X-Wing Collectors Series ................................... £9.98 Tony Hawks Underground ................................ £32.31
Jedi Knight II: Jedi Outcast................................. £9.98 Tony Hawk Underground.................................. £32.31
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Wreckless .......................................................... £10.57 Doom III - Rel. Q.1 2004 .................................. £32.31
Gungrave ...........................................................
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Kelly Slater Pro Surfer ...................................... £10.57 Secret Weapons Over Normandy ...................... £32.31
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Bloody Roar ...................................................... £14.68 Xhub4 USB 2.0 4-Port Hub .............................. £25.84
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Card EFIGS Bare Card Only .... £27.02
Star Wars Star Fighter ....................................... £15.27 aua-3100-LP Contoller Card ............................. £28.19
Star Wars Jedi Starfighter .................................. £15.27 50 Pin Internal 5 Position Fast SCSI Cable 1.3m ........
X Men Next Dimension .................................... £15.27 £29.37
Tony Hawks Pro Skater 3 ................................. £15.27 WideSCSI HC68F-I50F Adaptor ...................... £29.37
Quake III Gold .................................................. £16.44 SCSI Connect 2904 ........................................... £34.07
Return To Castle Wolfenstein ........................... £17.03 XHub4 Plus USB 2.0 4-port Hub ..................... £35.25
Gladius .............................................................. £17.03 USB 2.0 6-port Card EFIGS Kit ....................... £36.42
Spiderman The Movie....................................... £17.03 68-pin High Density/Male to 68 ....................... £37.59
Tony Hawks Pro Skater 4 Platinum Open ..................
the Pagination £17.03RulesASH-1205SA
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option on the ‘Window’ menu 3 Port PCI Win/Mac ... £41.12
Return To Castle Wolfenstein XBL................... £17.62 Add 2 USB 2.0 ports to your PC or Mac Notebooks ...
Mat Hoffman 2 .................................................. £17.62 £41.12
Tony Hawks Pro Skater 4 ................................. £17.62 Ultra 160 SCSI 2m Cable ................................. £45.82
Spiderman The Movie....................................... £17.62 USB 2.0 Upgrade Kit ........................................ £45.82
Gladius .............................................................. £17.62 Adaptec 2906 PCI SCSI Narrow Mac Internal . £45.82
Tony Hawks Pro Skating 4 ............................... £17.62 FireWire 1394 Plus EFIGS Kit ......................... £47.00
X MEN 2: Wolverines”s Revenge .................... £17.62 FireConnect For Notebooks .............................. £52.87
Tony Hawks Skateboarding 3 Classics ............. £17.62 Serial ATA RAID 1210SA Kit .......................... £52.87
Medieval:Total War - Viking Invasion .............. £17.62 VideOh CD VideoConverter Kit ....................... £55.22
Wreckless Classics ............................................ £17.62 PCI Bus SCSI Adaptor ...................................... £57.57
Star Wars Clone Wars ....................................... £17.62 USB 2.0 Xchange Kit ....................................... £57.57
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Tony Hawks: Underground ............................... £22.91 USBxchange Adaptor........................................ £58.74
Call Of Duty...................................................... £24.67 5 Connector Wide terminated ........................... £58.74
EasyCatalog for Adobe InDesign 31

Tutorial 7
➀ Create the Product Style

This Product Style is available for your inspection in ‘Library7a.indl’ (in the ‘Tutorial Files’ folder) - here we’ll
examine how it was produced and the attributes that have been applied using the ‘Pagination Rules’ panel.

In this example, we want to create a simple flow of text. To define how we want our records to flow into the document, we
create a library item which contains a prototype of the record content

This library item is available in ‘Tutorial7a.indl’ - drag it to the document to inspect how it was constructed.
➀ InDesign text box

➁ Field Specifiers for each of the fields we want to appear on the document

➁ Create the Pagination Library

Creating the pagination library

A pagination library is a standard InDesign library - drag the
Product Style to you InDesign library. The pagination library
for this example is already provided for you, 'Tutorial7a.indl' in
Drag

the ‘Tutorial Files’ folder

➂ Create a text box for the Pagination flow

EasyCatalog flows the Product Styles for each group and record into a normal InDesign text flow - each Product
Style will either be inserted as an inline, anchored, box or just the text content of the Product Style will be inserted
in the flow.

©2003 65bit Software Ltd. All rights reserved. Visit us at www.65bit.com
EasyCatalog for Adobe InDesign 32

Tutorial 7
➃ Select the records to paginate

EasyCatalog will flow in the current panel selection - therefore you should select the records or groups that you
want to paginate.

Select the groups in the panel that you would like to paginate

➀ Select the first group in the panel by clicking in the left-
hand, status, column in the panel.

➁ Select the last group you would like to paginate by
clicking in the left-hand, status, column whilst holding the
‘Alt’ key.

➂ Select ‘Paginate’ from the EasyCatalog panel pop-out
menu.


➄ Paginate the records

The Pagination dialog allows you to configure where the library containing the Product Styles for the pagination is

➀ Hit the ‘Choose’ button to locate the pagination library. A
file-picker dialog will appear - navigate to the ‘Tutorial7a.indl’
library in the ‘Tutorial Files’ folder.

➁ Ensure 'Into Text Flow' is selected

➂ Hit the ‘OK’ button. Pagination of the selected records will
now commence.

➁ ➀➂

©2003 65bit Software Ltd. All rights reserved. Visit us at www.65bit.com
EasyCatalog for Adobe InDesign 33

Tutorial 7
Grouped Data Pagination Example
In this example, we will introduce group headers - by configuring the grouping in the panel, EasyCatalog will look
for Product Styles for each of the groups. For example, each time a group changes, it will insert a new header in
the document.

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Here we are introducing headers for each group change - we have
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Category’ and ‘Manufacturer’. In the pagination library, we will
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this instance we do not need a Product Style for individual records,
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Human Recources
➀ Group the panel
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First, we need to ensure that our panel is grouped in the way we would like our data to appear on the page. This
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is achieved using the ‘Group Configuration Dialog’, which is available from the ‘Group’ menu on the EasyCatalog
pop-out menu.

Group the panel by ‘Parent Category’, sub-grouped by ‘Child Category’ and ‘Manufacturer’:

➀ Select ‘Group’ from the EasyCatalog Panel

➁ Select ‘Parent Category’ in the left-hand pane, hit the
‘Add’ button

➂ Select ‘Child Category’ in the left-hand pane, hit the
‘Add’ button

➃ Select ‘Manufacturer’ in the left-hand pane, hit the
‘Add’ button

➄ Hit the ‘OK’ button

➁ ➂➃ ➄

©2003 65bit Software Ltd. All rights reserved. Visit us at www.65bit.com
EasyCatalog for Adobe InDesign 34

Tutorial 7
➁ Open the pagination template

‘Pagination.indd’ contains the paragraph style sheets required for this pagination example. Open this document,
select the ‘Type’ tool and click in the main, master, text frame.

➂ Select the records to paginate

EasyCatalog will flow in the current panel selection - therefore you should select the records or groups that you
want to paginate.

Select the groups in the panel that you would like to paginate

➀ Select the first group in the panel by clicking in the left-
hand, status, column in the panel.

➁ Select the last group you would like to paginate by
clicking in the left-hand, status, column whilst holding the
‘Alt’ key.

➂ Ensuring you have a valid text insertion point, select
‘Paginate’ from the EasyCatalog panel pop-out menu.


➃ Paginate the records

The ‘Pagination’ dialog allows you to specify the location of the pagination library, and the type of pagination - in
this instance, we are paginating into the current text flow

The Pagination dialog allows you to configure where the library containing the Product Styles for the pagination is located



➀ Hit the ‘Choose’ button to locate the pagination
library. A file-picker dialog will appear - navigate to
the ‘Tutorial7b.indl’ library in the ‘Tutorial Files’ folder.

➁ Ensure 'Into Text Flow' is selected

➂ ➂ Hit the ‘OK’ button. Pagination of the selected
records will now commence.

©2003 65bit Software Ltd. All rights reserved. Visit us at www.65bit.com
EasyCatalog for Adobe InDesign 35

Tutorial 7
How the Product Styles were constructed

The Product Styles for this example are included in ‘Library7b.indl’ (in the ‘Tutorial Files’ folder) - drag each one to
a new document, and inspect the properties set in the ‘Pagination Rules’ panel.

In this example, we want to populate all of the Product Styles with Group Data (‘Populate with Group Data’). We do not
want to paginate individual records - each individual record in this example must belong to a group (as we would get one
table for each record, not a table per manufacturer)

The two Product Styles that are used for headers will be paginated as inline, The ‘Manufacturer’ Product Style will
anchored boxes (‘Insert As Inline’). When a Product Style is inserted as an not be inserted as an inline, anchored,
anchored box it can also, optionally, have a paragraph style sheet applied. box (‘Insert Frame Contents’)
This style sheet must be present in the document being paginated into. Using
paragraph style sheets, you can specify keep options, spacing, etc.

The ‘Paragraph Styles’ panel in the pagination document

©2003 65bit Software Ltd. All rights reserved. Visit us at www.65bit.com