Incopy/indesign basic workflow instructions

our organization just added incopy to take some of the load off our designer and to give us more editing capabilities. we are not sure the best process to work with. we're all on a local network. all using cs4. we produce a montly newsletter with 8-10 stories.
1. typically first drafts of the stories are written before design begins. should writers create stories in incopy?
2. does the designer have to create users each month?
3. does the designer "place" stories (icml files) into the indesign document?
4. what is the best way to assign stories so writers/editors can view them in story, galley and layout mode? do writers/editors open the assignment file, imcl file, or what?
a concise response, pdf or video would be so very much appreciated. i used to use incopy and indesign with a third-party system for workflows, but was only a user and didn't have to worry about how it worked-- because it did.
thank you in advance.

AM's tutorials are a great way to get some background on this. In addition to the free chapters, this link will get an entire day of "all you can eat" tutorials: http://bit.ly/hdA45y
At $25/month, Lynda.com is a great bargain.
Bob

Similar Messages

InCopy/Indesign workflow issues

I have an InCopy/Indesign collab workflow question.
Myself (designer) and a colleague (writer) are trialling using InCopy 6 with InDesign CS5.5. There seems to be issues with the InDesign document refreshing once the writer has made changes using InCopy, and vice versa. We are working on the same server. .icml files don't seem to give alerts in InDesign that they need to be updated.
Can anyone see any reasons why this may be happening?

Thanks, yes I suspected the different versions could have been a problem.
What do you mean you don't get alerts?
When the InDesign document has been edited and saved using InCopy, the text box links (.icml files) that were edited should automatically appear as out-of-date in the links panel when it is next opened in InDesign, just as other links are displayed when they have been edited. But this doesn't happen, and I then have to manually update them to make sure they are the latest version of the link.
Any thoughts? Could this all just boil down to using the same version of software?
Thanks in advance.

InCopy CS6 and InDesign CS6 workflow

Hi there, I just started a 3 day per week job at an architecture firm. They have about 35 staff, and use Word to format some pretty hefty reports. They are in one column, rather ugly and doesn’t reflect at all the professionalism of the firm.
I’m looking at trying to integrate the workflow, so that they can maybe use InCopy and InDesign together, effectively replacing Word for report use. I’m only in 3 days so it’s impossible for me to use a Word > InDesign workflow with the amount of changes (mostly last minute and to tight deadlines). It just takes too long. The architects and historians need to be able to write these reports themselves, with my skills coming in when it's the final format ready to send to the client.
We have licences for about 5 copies of InDesign CS5 at the moment, and 35 licenses for Word, so we’re looking at the costings and if the InCopy to InDesign workflow would work well for much of the communication here. The report writers use hundreds of images/diagrams in each document, and all these have captions, so I guess it’s important to use an inline compatible design where the users can add images in InCopy and these are brought over to InDesign without too much fiddling around at the end.
The aim is to have the report writers use a collaborative system, but using corporate open type fonts that display well on screen. We are using Trade Gothic, and it doesn't represent on screen very well at all. The report writers hate using it, especially as their zoom size in Word is normally around 90%.. The other problem is the lack of layout optiions with Word. The reports could save hundreds of pages just by using a 2 column system which can save rivers of blank white space within text.
Also we need the ability for the writers to be able to add images and resize/rotate landscape portait format etc.
I’ve downloaded a trial version of InDesign CS6 and InCopy CS6 so am just checking things out and testing it at the moment.

Using Dropbox for InCopy/InDesign workflows works really well. You keep all your projects in Dropbox as though it was a networked, local server.
I will be doing an hour-long session at PePcon (the Print + ePublishing Conference) on "The state of the state" of open source or low cost editorial workflows, covering InCopy, Word, GoogleDocs, and InDesign plug-ins. Really great conference to go to if you're using InDesign for publishing. (note: I'm a co-host, too.)
http://pepconference.com
AM

Incopy / Indesign workflow

To Incopy / Indesign users
Would anyone recommend a CS6 / CC workflow which includes Incopy and Indesign.
Regards
Vividi

No, InDesign and InCopy need to be at the same version.

Indesign-incopy-indesign workflow problem

sorry for my bad english :)
i hope someone can help me, i have no more ideas ...
this is the problem in our indesign-incopy-indesign work flow:
only the indesign user, which has created the indesign file (with the incopy-links) can read the content pasted via incopy.
every other indesign user (who hasn't anything to do with the creation of the indesign-file) can't see the content (which is pasted via incopy).
changes done with indesign are viewable for everyone!
there are any problems with the linkage, i would guess ...
if you change the links for every single text-part manually (to the correct location on the version cue server), there are no more problems ...
the linkage is changed like this:
doesn't work:
\\Home-server\home-mydocs\AndererUser\Version Cue\DataSheets\fileX...
works:
C:\Documents and Settings\Ich\My Documents\Version Cue\DataSheets\fileX...
it also works for everyone, after the first indesign user (which has created the file) has opened the indesign-file, updated the incopy links and checked the file in.
everyone has admin-rights, the project is shared ...

Hi Ruffus,
Unfortunately different versions of InDesign and InCopy do not work well with each other. Newer versions of the program should be able to open older files, but they cannot save backwards. I am not sure what is causing the errors with the newer versions of InCopy however.
Are you able to open the CS6 InCopy files on your computers?

InCopy/InDesign CS3 Assignment Problem

Hello everyone--
For the past three years we've used Version Cue CS3 for workflow on our publication. For the most part its worked fine. Recently though, we've had to get a new computer for an office on the West Coast and a new router on our office on the East Coast (the operating system we use on the East Coast is Windows XP Profesional.) The computer on the West Coast is running Windows 7, and it seems InCopy CS3 installed on it without a problem--until it came time to do our publication.
The way our system is set up is the West Coast machine uses a VPN tunnel to see our network here--so all it really has to do is connect to the Version Cue server's IP address. This set up worked fine when the machine was a Windows XP based machine, but since the changeover, InCopy doesn't seem to be reading the assignment files correctly. For example, on an Indesign File the copy fits fine and dandy in the layout, and the assignment looks okay when I open it up on InCopy over here. When InCopy opens it up on the Windows 7 machine, the body copy is invariably 3-5 lines over and any formatting changes made from the Windows 7 machine, like changing words to italics, won't be reflected on the updated assignments file. (I confirmed this by emailing our West Coast editor the assignment file directly and InCopy CS3 still wasn't reading it correctly.) Also, at one point we apparently lost some big changes made over the weekend but changes like new headlines held. Any ideas on why this is happening?
Also, and I'm not sure this is related, but since we installed our new RV082 router, we've been getting strange "Version Cue server offline messages" every so often, and then when we go into a project Version Cue suddenly reads it as "online and connected" again. InDesign CS3 often hangs whenever we try to open up a file on the Version Cue server. The only way we've been able to get InDesign to start up is to delete the recovery folders and synchronize everything first--this, needless to say, has been a bit of a time waster.
All our programs are CS3 and except for the West Coast machine, all are running Windows XP pro.
Thanks for your help!

We are installing and using the software under the administrator logins.
My main concern is that we purchased computers that have a processor that is incompatible with Adobe InCopy/InDesign CS3. We purchased two types of PC's, some with AMD Atholon II processors and some with Intel Core2 vpro processors. InDesign/Incopy CS3 were going to go on the Intel's (more power computer) and the InCopy was going to only go on the AMD's.
Prior to receiving the CS3 versions of the software, I hadn't been aware that was the version we were being assigned by our corporate office. After looking at the requirements of CS3 on the adobe site, it only mentions Intel Processors as basic requirements.
(We purchasd the computers with AMD's to save some money....the users requiring InCopy didn't need "as much computer" as the InDesign users).
Could the processor be the problem?

Is is possible to use creative cloud as a shared volume for collaboration between incopy & indesign?

I'm a designer student and as a designer, I constantly have to make decks for presentations. I typically work in a group of six and because I'm confident with graphic design, I tend to be the leader of these tasks. I've found the best workflow for slide creation is Indesign. Unfortunatly, I'm just an awful writer— so when I heard about Incopy's collabrative features(saw the post from indesign's facebook page) I saw oppertunity and got very excited. My teamates and I typically all have subscriptions to adobe cc because of this, I was wondering (since I havent used it at all) if the storage given out from adobe cc was able to be that shared volume that is required for the live link between incopy stories and indesign layouts.
Therefore,
Is is possible to use creative cloud as a shared volume for collaboration between Incopy & Indesign?
If this needs any further clarification I'll gladly write a more detailed question — lastly, if this is not possible might you suggest an alternative? Please assume that we go to school together but we work offsite also.

You will not be able to use the Files page at https://creative.adobe.com/files for collaboration in this way. But you can share individual files in this way.
When folder sharing is available this will be possible.

InCopy / InDesign CS3 - won't load software but appears in task mgr

We are going through a computer upgrade and am trying to install Adobe CS3 InCopy and InDesign on these new machines.
We purchased HP 6005 Pro PC's with AMD Athlon II processors and are running Windows XP operating system.
Installing both pieces of software goes though fine. But when you try to turn on the programs, nothing happens. Nothing loads on the screen. The only thing shows that the software is running is in the Task Manager.
We have plenty of memory, plenty of hard drive space. But we can't figure out why the software won't load onto our screens. After extensive research online, the only thing we can find is that there could be a driver incompatibility. Nothing conclusive on whether our processors are incompatible either.
Does anyone have any insight on the issue?

We are installing and using the software under the administrator logins.
My main concern is that we purchased computers that have a processor that is incompatible with Adobe InCopy/InDesign CS3. We purchased two types of PC's, some with AMD Atholon II processors and some with Intel Core2 vpro processors. InDesign/Incopy CS3 were going to go on the Intel's (more power computer) and the InCopy was going to only go on the AMD's.
Prior to receiving the CS3 versions of the software, I hadn't been aware that was the version we were being assigned by our corporate office. After looking at the requirements of CS3 on the adobe site, it only mentions Intel Processors as basic requirements.
(We purchasd the computers with AMD's to save some money....the users requiring InCopy didn't need "as much computer" as the InDesign users).
Could the processor be the problem?

InCopy/InDesign issue with checkout/edit

Not sure if anyone else has come across this in dealing with InDesign/InCopy. We use both for many of our projects (i.e., newsletters, plans, reports) but are having issues with the InCopy being able to check out stories for editing. Sometimes the user cannot select the file at all, even though the stories have been exported. Sometimes, they can check them out, but it won't allow them to update? We've installed all the updates to the programs, that were supposed to solve some of the issues, but this must be a different issue all together? Is anyone else experiencing these issues?

We are installing and using the software under the administrator logins.
My main concern is that we purchased computers that have a processor that is incompatible with Adobe InCopy/InDesign CS3. We purchased two types of PC's, some with AMD Atholon II processors and some with Intel Core2 vpro processors. InDesign/Incopy CS3 were going to go on the Intel's (more power computer) and the InCopy was going to only go on the AMD's.
Prior to receiving the CS3 versions of the software, I hadn't been aware that was the version we were being assigned by our corporate office. After looking at the requirements of CS3 on the adobe site, it only mentions Intel Processors as basic requirements.
(We purchasd the computers with AMD's to save some money....the users requiring InCopy didn't need "as much computer" as the InDesign users).
Could the processor be the problem?

Indesign - Wordpress workflow

I'm wondering if anyone has used an Indesign-Wordpress workflow before? My goal is to have the content and use it in two different products - one produced in InDesign and one produced as a Wordpress site.
I've been digging but haven't found any solidly promising. There's always the chance I've overlooked something though.
Ideal Scenarios:
1. Create the content in some form such as XML or CSV and then import it into both pieces of software
2. Create the content in one software package and export it to the other
Any thoughts, ideas, or nudges would be appreciated.
Thanks,
Brian Mays

Our department is also looking for a similar workflow. We have a bi-weekly newsletter that we want to turn to a blog. But we still want to print a bi-weekly version of the blog content. I thought it would be great to be able to develop a script to feed two weeks worth of blog content to our InDesign template so we don't have to copy-paste, copy-pate, copy-paste ...
But we still haven't figured it out.

Basic Workflow material

Hi All,
Please provide me with basic Workflow material.
Thanks.

Hi Sanjiv N ,
SAP Workflow is a tool to automate complex business processes where there is more than one user involved. SAP workflow maps the position in organization because SAP believes that Positions are more stable than the people.
SAP Workflow is a process tool that is designed to facilitate and automate business processes involving the tasks sequence performed by the users (people in the workplace) and ensure that the right work is assigned in the right sequence at the right time to the right person in the workflow. The SAP workflow can be linked to other software tools such as Microsoft Outlook or Lotus Notes. Using SAP Workflow, each step of a business transaction can be easily monitored throughout the initiation and completion of the business processes. The SAP Workflow enables the process owners to track deadlines, determine the workload as well as provide statistics on the length of time to complete work processes.
The key components of the SAP Workflow include the Workflow Definition, Work Items, Events triggers and the Organizational Structure in the workplace.
Technically SAP Workflow is an integrated part of SAP application server.
Example 1
[[Approval procedure in Procurement. Some person creates a Purchase Order which must be approved by one or another (or even more than one) manager depending on the amount]]
Example 2
Suppose Person A is EDI administrator. It is defined that all EDI related jobs will be done by him. It is also defined that in his absence another person will do his job. If person A wants to take a planned leave and then he wants all his jobs assigned to him in his absence to be assigned to person B. He will nominate the person B in SAP and then SAP automatically assigns the job of A to B.
The following websites contain PDF & PPT docs on workflow with examples:
Practical Workflow for SAP
http://www.sap-press.com/downloads/h950_preview.pdf
An expert guide to new SAP workflow capabilities
https://www.sdn.sap.com/irj/servlet/prt/portal/prtroot/docs/library/uuid/c6456e89-0a01-0010-0189-a7961fe42034
Workflow
http://iris.tennessee.edu/Blueprint/Workflow/Workflow.doc
Workflow Scenarios
http://help.sap.com/saphelp_nw04/helpdata/en/04/926f8546f311d189470000e829fbbd/content.htm
SAP Business Workflow
http://help.sap.com/saphelp_46c/helpdata/en/c5/e4a930453d11d189430000e829fbbd/content.htm
Home to SAP R3 Webflow - Workflow ->
http://www.erpgenie.com/workflow/tips.htm
Why use SAP Workflow?
http://www.insightcp.com/res_23.htm

InCopy/InDesign

I've just started at a new magazine and I think the Incopy/InDesign is set up incorrectly. Just need someone to clarify. As it's being used, when the designers begin a layout, they cut the copy out of editorial file and paste into their layout in InDesign. This, of course, means that the editors can no longer work in the file until it's attached.
My experience has been that designers should have read only capability to the text file and should only be able to copy and paste the text into the layout for design purposes. Editors can continue to work on the text. Once the text is attached to the layout then editors are locked out.
Yes? No? Should I have the entire staff retrained?

Thank you so much. I have a feeling that the whole system isn't set up correctly because neither editors nor designers are getting the "update geometry" boxes when in fact the layout or copy has changed.
I was trained at another company and the system worked perfectly. When I got here and saw what was happening I was completely confused. Thought I was going crazy. The production manager we had has left so I now have the opportunity to start over.
Thanks for the information about the tutorials. First, I'm going to get a K4 expert in to make sure that everything has been installed correctly. Then I'll definitely check out the video tutorials.

Is it possible to remove the contribution step in the basic workflow?

Hi,
Our client wants complete control on the the steps and users for each step of the workflow.
This is the approach they want to follow.
There would be a default workflow associated for all content. Any updates to any manged content will have to go through this workflow. There will be only one step having one user for this workflow. Whenever content changes the workflow routes to this user. This user will then decide to define the steps and users for the steps of workflow to be asscoiated to this content.
We thought of making it simple by using a critera workflow and basic workflows to achive this. The default workflow which I was saying would be the criteria workflow. Now once the workflow taskt comes o the user's basket he will then create a basic workflow for the content id with required steps and the users. He will then accept the criteria workflow and start the basic workflow immediately. But we have to ensure somehow that this content of criteria workflow should not be published. We are using content publishing uitility. Hope we can do something there. What I mean by not published here is that content changes made in the basic workflow should not be visible to the end site but they should be visible in the basic workflow.
Now the concern is that in basic workflow there is a mandatory contributor step which is not really required for us. How can we avoid it. And we how to ensure that the approved contents of criteria are not published unless the basic workflow is approved?
Regards,
Pratap

Pratap,
I think you will have to mix several standard mechanisms to achieve what you are looking for.
Note that there are two basic ways to achieve that an item is not accessible:
- item's state (sending an item to a workflow or leaving it in pending state before the item is published belong to this option)
- item's security (security groups, accounts, ACLs, etc.)
If you want to have an item in a state that it has not entered a workflow (I'm not sure, but I think it wouldn't be a good idea to mix criteria and basic workflows), but it has to be accessible to a certain group of users, you may have to:
1) check the item in so that it is accessible to the selected group of users only (published, no workflow)
2) have the users start the workflow
3) somewhere (most likely at the beginning of the workflow) relieve the security restriction so that "normal" users can access it during the workflow
4) as soon as the workflow finishes, it will be available to everyone
as for 1) I'd consider ACLs (Collaboration Manager component)
Another option is to write a component with your own logic - if from any reason the standard mechanisms will have too many obstacles to overcome.
I'd also recommend to consider using BPEL workflows rather than basic workflows - they are equally flexible (if not more) and they can be more easily combined with criteria workflows. You could:
1) create a general criteria workflow which would grab any new item
2) the criteria workflow would have just two steps: step 1 - grab an item, wait until BPEL workflow is defined/selected, then continue; step 2 - a synchro step which wait until BPEL workflow finishes, then continue or finish right away
Jiri

HT1550 Please suggest basic workflow for importing .wav

Please suggest basic workflow for importing .wav from a (Zoom H4n) SD card. How about keeping the .wav on the MacBook and converting to an other format at the same time. Is there a RAW-to-JPEG analog for this?

AppleHarvest wrote:
Please suggest basic workflow for importing .wav from a (Zoom H4n) SD card.
File > Add to library and select the folder with the files on the SD card.
How about keeping the .wav on the MacBook and converting to an other format at the same time.
iTunes prefs > General.
Click the Import Settings... button and set the format you want the files to be.
Hold Option and File > Create AAC - Convert to AAC (or whatever format you selected above) then select the folder with the files on the SD card.
This will import/convert the files at the same time.
The WAV files will remain untouched on the SD card. They will not be on the computer (the the AAC version will be in iTunes).

InCopy/Indesign workflow for printed and folio mags?

We have a printed magazine that we also produce as folios for a DPS app. We produce the mag by using InCopy for text within the InDesign workflow. No problems there.
When finished (all edits completed) we produce the folio files but adding in all the links to twitter handles, URL's etc is proving tedious and timeconsuming for the editors and the designer. The editors (who use the print files and InCopy) produce a list in excel of the additions - they reference columns and paragraphs - which we don't use in the folio version. The designer then finds the spot after a lot of searching and then copies and pastes. All very tedious and a backward step in workflow.
Is there a way to include the "links" in an InCopy file that doesn't appear on the print PDF's yet apply correctly in the folios?

Use conditional text.
All interactive elements should be inline objects or simple hyperlinks that are tagged with a condition, then either showing or hidden depending on the article. Hide the interactive content when you create the PDF for print, and show the condition when adding or updating the article.
Anything you want to show/hide has to be part of a story — so text, inline objects, and anchored objects can all be used this way.
InCopy can see and apply conditional text, but cannot edit DPS-centric content such as an anchored MSO.
As always, using matching versions of ID/IC is important.

Incopy/indesign basic workflow instructions

Similar Messages

Maybe you are looking for