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Understanding the parallel workflow

Understanding the parallel workflow provides you with in-depth training on Design. Taught by Anne-Ma… Show More

Collaborative Workflows with InDesign and InCopy

with Anne-Marie Concepción

Video: Understanding the parallel workflow

Understanding the parallel workflow provides you with in-depth training on Design. Taught by Anne-Marie Concepción as part of the Collaborative Workflows with InDesign and InCopy
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  1. 3m 57s
    1. Welcome
      1m 25s
    2. Using the exercise files
      2m 32s
  2. 25m 58s
    1. Overview of this course
      3m 2s
    2. Understanding the parallel workflow
      6m 54s
    3. Rewards and challenges in the new workflow
      9m 3s
    4. Requirements and recommendations
      6m 59s
  3. 32m 52s
    1. Setting up projects and users
      3m 32s
    2. Understanding stories and frames
      7m 1s
    3. Making stories editable for InCopy from InDesign
      7m 25s
    4. Editing workflow stories in InCopy
      7m 32s
    5. Checking stories in and out
      4m 48s
    6. Completing a project in InDesign
      2m 34s
  4. 32m 34s
    1. Three main views of a file
      8m 37s
    2. Becoming familiar with default panels
      6m 4s
    3. Customizing the interface
      9m 4s
    4. Navigating stories and views
      8m 49s
  5. 43m 18s
    1. Working with the Assignments panel
      5m 15s
    2. Editing in Layout view
      8m 44s
    3. Editing in Story or Galley view
      10m 49s
    4. Copyfitting text
      5m 49s
    5. Inserting special characters
      6m 39s
    6. Importing text
      3m 34s
    7. Working with read-only layouts
      2m 28s
  6. 32m 6s
    1. Applying styles for copyfit
      7m 37s
    2. Applying local character formatting
      6m 53s
    3. Applying local paragraph formatting
      7m 10s
    4. Splitting and spanning columns
      5m 7s
    5. Using the Eyedropper tool to copy/paste formatting
      5m 19s
  7. 40m 27s
    1. Checking spelling
      4m 51s
    2. Using the language dictionaries
      3m 23s
    3. Using the thesaurus
      1m 46s
    4. Using Find/Change
      10m 34s
    5. Working with the Autocorrect feature
      2m 59s
    6. Building text macros
      4m 55s
    7. Using inline notes
      6m 22s
    8. Working with built-in scripts
      5m 37s
  8. 25m 36s
    1. Adding footnotes
      2m 22s
    2. Using conditional text
      6m 16s
    3. Creating hyperlinks
      3m 33s
    4. Inserting cross-references
      7m 29s
    5. Working with tables
      5m 56s
  9. 14m 25s
    1. Setting up and using Track Changes
      6m 4s
    2. Customizing the markup
      4m 7s
    3. Accepting and rejecting changes
      4m 14s
  10. 27m 30s
    1. Using the Position tool
      5m 14s
    2. Using the Object menu
      5m 58s
    3. Importing and replacing images
      6m 36s
    4. Inserting images into the story
      5m 22s
    5. Using Mini Bridge and Bridge
      4m 20s
  11. 25m 45s
    1. Creating new InCopy documents
      6m 54s
    2. Creating InCopy templates
      6m 10s
    3. Opening linked InCopy stories directly
      3m 20s
    4. Opening Word files in InCopy
      2m 59s
    5. Placing Buzzword files in InCopy
      6m 22s
  12. 23m 37s
    1. Exporting stories to Word, RTF, and Buzzword
      5m 2s
    2. Exporting layouts to PDF
      4m 36s
    3. Exporting galleys and stories to PDF
      7m 11s
    4. Printing from InCopy
      6m 48s
  13. 48m 17s
    1. Exporting stories from the layout
      10m 2s
    2. Working with the Assignments panel in InDesign
      7m 8s
    3. Editing and updating files
      7m 37s
    4. Using inline notes
      7m 39s
    5. Workflow features in the Links panel
      6m 0s
    6. Placing new InCopy files
      4m 15s
    7. Closing out of a project
      5m 36s
  14. 23m 29s
    1. Layout workflow overview
      8m 11s
    2. Updating stories and designs
      11m 38s
    3. Tips for successful layout workflows
      3m 40s
  15. 27m 16s
    1. Creating assignments in InDesign
      12m 19s
    2. Working with assignments in InCopy
      5m 22s
    3. Keeping layout files local
      2m 42s
    4. Solving common assignment issues
      6m 53s
  16. 19m 0s
    1. Creating assignment packages in InDesign
      4m 42s
    2. Working with assignment packages in InCopy
      5m 20s
    3. Keeping packages up to date
      2m 33s
    4. Using DropBox with an InCopy workflow
      6m 25s
  17. 4m 27s
    1. Community help and resources
      4m 11s
    2. Goodbye

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Understanding the parallel workflow
Video Duration: 6m 54s 7h 30m Intermediate


Understanding the parallel workflow provides you with in-depth training on Design. Taught by Anne-Marie Concepción as part of the Collaborative Workflows with InDesign and InCopy

View Course Description

In Collaborative Workflows with InDesign and InCopy Anne-Marie Concepción shows how Adobe InCopy and InDesign work together, helping editors and designers collaborate on publications, and save time and money, with no additional hardware, software, or expensive publication management systems. This course shows how to set up for the workflow, how to address cross-platform Mac and Windows issues when working in a mixed environment, how to work with remote writers and designers, and how to integrate with Microsoft Word. Exercise files are included with the course.

Topics include:
  • Setting up projects and users on a local network
  • Using e-mail-based assignments and Dropbox to manage remote users
  • Copyfitting and formatting text
  • Using advanced editing tools
  • Working with paragraph, character, and table styles
  • Tracking changes in InCopy and InDesign
  • Creating cross-references and hyperlinks
  • Creating InCopy templates
  • Combining InCopy with Microsoft Word
  • Inserting and formatting images
  • Reviewing features specific to InDesign
InCopy InDesign

Understanding the parallel workflow

Okay. Let's talk about the traditional linear workflow, which is the workflow that most people are accustomed to, and it normally starts with the designer. The designer has, in InDesign, a semblance of a layout, a first proof of the layout. There are articles picked up from previous issues and some more text has been poured into different text frames from articles that they received from their editorial colleagues - usually it's Microsoft Word documents. Some pictures have been placed. Other ones that are there for position only. Anyway, they make a printout, right? So the designer makes a printout of the first proof, and the printout goes to the editor.

Now I'm going to call it the editor. You might call yourself the writer or the boss or whatever, but somebody who needs to look at the printout of the publication before it gets into press. That's where I'm going to be calling the editor, and the editor is also synonymous with the InCopy user, as we go on in this video. So the editor goes through the printout and marks it up, right? And when they're done marking it up, they may return to the designer, or in many cases it goes on to another editorial staff member, like the copyeditor or the author, or both, and if there're multiple people who are marking up this printout, they often use different colored pens and they tape, or they staple things to various pages, they put posted notes on them, and then this humongous work of art with all of the marked up comments to the first proof gets handed back to the designer for round two.

So the designer translates all the markup from those printouts into the layout, which is going to be version two in InDesign, right? Then when they're done, the designer prints out proof number 2, and the proofing round continues, again, perhaps going back to the same editor as before, but maybe also including additional people. This proofing round of people marking up paper printouts, even if you give them a PDF, people print out the PDF, mark it up and then give it back to the designer, happens over and over and over again, often 8, 10, 12 times, until finally there's nothing else to markup, and the designer has the final version of the layout on their computer.

At that point, they prep it for the commercial printer, and they sent it off to, of course, the most modern commercial press that they can find. That is the traditional linear workflow. Now let's compare that with the InDesign, InCopy Workflow. It's not parallel; it's more like a hub, as you can see. The idea is that the InDesign file sits on the network server, on a server that all the designers and all the editors can access. Now, if you don't have a server, or the designers aren't working off the server yet, don't worry about it. There are ways to work with InCopy and InDesign where you don't even need a server, and I'll be talking about that later.

But I would say, probably in 80 to 90% of the cases, most people are using InDesign and InCopy in this way. There is a central server, it could be either Mac or PC server, everybody has read/write access to the same folder on there, where they keep all the projects. The Designer, when they want to work on the InDesign file, opens up the InDesign file off of the network server. They don't copy it to their local computer. The editors, using InCopy, also open up the layout - yes, the actual layout, the InDesign file in InCopy, from their local PC or local Macintosh, right.

They don't copy to the server. The way the workflow works is that one InDesign user can have the layout open, while one or more in InCopy users can have it open. So many people can be working on the same layout concurrently, which saves a huge amount of time. If you remember that linear workflow, where it's kind of like a stack of dominoes, and you have to wait until the domino in front of you falls before you can take your turn. You don't have to do that with the parallel workflow with InDesign and InCopy. There is a built-in check-in and checkout system that prevents more than one person from editing the same story inside that layout at once.

So you don't have to worry about overwriting each other's content, but if you're working on page 3, and I'm working on page 12, there's no issue with that. Now it doesn't mean that InCopy users always have to do their editing onscreen. As you can see, we have some printouts sitting next to a couple of the PC users. That's just a little indication to you that the InCopy users can always markup paper proofs, if they want to, just as in a linear workflow. It's just that they're going to make their printouts or their PDFs from within InCopy. In fact, I have a whole video talking about how to print out and make PDFs from InCopy.

They mark it up, but the big difference here is that they are the ones who then take that markup copy, they open up the layout in InCopy on their screen, and they translate the markup to what's on the screen. They can't change everything, like if they want to make a picture bigger or add a page, some things only the InDesign user can build, and we'll be getting into that more in later videos. But this is the basic concept is that everybody works on the layout at once. They can make printouts. They can call things proofs if they want, but basically everything sits on the server. There's always one version of the file. It is that layout file.

When all of the editors and the authors and so on have completed their work on the layout, the designer prepares the file for the commercial printers before and sends it off. This layout-based workflow is the simplest and most direct way to work with InDesign and InCopy, but it is not the way, really, that Adobe pushes in more recent versions of the InDesign-InCopy Workflow. If you look at the documentation, they will assume that you're using something called an assignment-based workflow, and I will be talking about assignment-based workflows in-depth later on in this video, and I want to show you what this is all about, but it's a little bit more complicated, and in my experience not really necessary for most people who are using InCopy and InDesign.

Let me talk about what this is all about. An issue with the layout-based workflow is that sometimes the layouts are so big that they take forever to open up over the network, and so InDesign users are splitting those up into smaller InDesign files. So you have like five different InDesign files, each one 4 to 8 pages long, and they were using that and trying to manage page numbering and printing and all that kind of stuff. So instead, what Adobe did was they said, well, you know what you can do is you can split up a long InDesign file into smaller assignments, each one, it could be as small as one spread from a huge InDesign document, but all this is done through a panel within InDesign.

These are not actually separate InDesign files, and this can all be managed from the Assignments panel. So the designer puts assignment files - as you can see those individual spreads indicating three different assignments sitting on the server - and the InCopy users open up an assignment. The designer can keep the layout on their local computer if they'd like, or they can keep the layout on the server; either way, it works it works fine. That's an assignment-based workflow, and in fact, you need to create an assignment if you want to create something called an InDesign package to send to a remote editor.

We have an entire video chapter on talking about using the remote workflow later on in this video title. Whichever way you set up your network, either via using the layout-based workflow or the assignment-based workflow, you're going to realize huge time savings over the traditional linear workflow.

There are currently no FAQs about Collaborative Workflows with InDesign and InCopy.






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