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Hi! Welcome to the XMPie uCreate Print training.

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This is the first tutorial in the series during which will create a fully variable dynamic document using uCreate Print and InDesign.

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Our sample project is a self-mailer invitation for prospective students to attend the EDU University open day.

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The purpose of this first tutorial is to download and explore the tutorial files, 

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as well as to understand the customer brief and what we need to do. 

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I will approach this like a real-world customer job so you can see some of the things you might need to check 

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and plan for in your future VDP projects.

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To start, download the resources zip file. 

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There is a PDF included in the ZIP file that will go into more detail.

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You can read the document later at your leisure, but I will use this diagram to talk about the customer's requirements.

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Generally, I want to get an idea of what is changing in the document in terms of text, images or object visibility in this case. 

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And importantly what is going to trigger the change. 

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For example, these objects all change based on the School the student is interested in attending, 

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and this one changes based on the student's Grade Average.

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Understanding what changes will help you identify and gather all the right asset materials – the School images for example.

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And understanding what triggers the change will point you toward checking the data to ensure that you have the required information, 

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that it is consistent and in a format you can use.
So, let's start by looking at the data.

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In this case, the data is CSV which is a bit hard to look at in a text editor, so I will import it into Excel.

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When you are checking data like this with Excel, it is important not to re-save it unless you understand what might change.

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I know that Excel is wanting to change these postal codes because they are missing a zero at the front. 

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I'll change Excel so it treats this column as text.

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And the same for the IMBSample data. This is the information for the Intelligent Mail barcode 

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and because the number is so long, Excel will try to change it to scientific notation.

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For our project we need to change the School photo in the document, 

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so here in the data, we can see that we need images for Medicine, Law and Engineering Schools. 

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We can also see that there are records with blanks – so no School value is defined. 

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This tells us that we will need to have a general or generic image 

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and write a rule to show this image instead of the School image if there is no value.

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The other field to note was the Grade Average and it seems like there are scores for all students.

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While we are looking at the data, it is also a good idea to ask your customer 

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if the data they provided has been cleaned and had the address verified by a mailing service. 

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For a small fee, this kind of service can dramatically improve deliverability of mail, 

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and therefore increase the response or results of the campaign. 

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The service can also add the code that needs to be added into postal barcodes like the USPS Intelligent Mail routing code seen here.

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Next, we need to gather those resources. 

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The university has provided a folder of assets – the asset images are all provided – we have one for each of the Schools we saw in the data, 

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and also a general one.

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There is also a folder of text file assets. These are the different agendas for each School's open day activities. 

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Again, we have one for each of the required Schools and a general one. But the files are not names consistently. 

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We can write a rule to pick the right file, but personally I would consider renaming the files.

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A quick note here about the folder structure. 

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These files that will be pulled into the document based on rules are referred to as assets and should be located in one folder. 

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In your future projects, you should do the same thing. 

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Having to search through thousands of files will take time when it comes to processing your file, 

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and if you will later work with the server, uploading unnecessary files will also cause you delays.

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Other files needed for the document – such as logos and other graphics that will be the same for all records – should be in a separate folder. 

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XMPie refers to these as resources.

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Next, look at the sample document the university provided.

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First, I can see that no fonts were missing when I opened the document.

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And, I can see that the Object styles have the School colors defined, so we don't need to worry about getting those color definitions.

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And the character styles have the blue and white styles that will be required for the variable text color.

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Next, is general prepress best practices. 

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Check the size of the images in the document, 

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and check the images in Photoshop to ensure the size and resolution is not too big or to small. 

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Many customers new to VDP find it easiest to plan out all of the Content objects they need before they start. 

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Listing down the name, type and some information about each of the Content objects 

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helps to make sure that everything has been covered and anything missing is found before you start. 

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A list is even more important if you have several people working on the same project – it will help keep everyone on the same page.

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The 3rd module in the tutorial PDF gives you a sample Content object list for this project.

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uCreate Print is very flexible and you can add and edit things as you go. 

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When you create a list for your future projects, use the process to help you plan - 

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don't feel that you must have everything documented before you can start. 

