How to create and manage a Publication and its Sections in Plan & Release

A Publication is an organized collection of Entities that you want to publish as printed material, using Print or Print 2.0 and Adobe inDesign®.

The content of a Publication is structured into Sections.

Publications and Sections

The main difference between a Channel and a Publication is that a Publication is intended specifically for print in Adobe inDesign® while a Channel is about publishing Entities to places like marketplaces and webshops. Sections are the building blocks of Publications, so they are like Nodes in a Channel.

A Section can be just one page, a Lookup, 2-6 pages, or whatever you need for a particular part of your Publication.

Creating a Publication

In Plan & Release
do the following

1. Click   (Create new entity)
   The button expands with two options: Channel and Publication.
   
   
2. Select Publication.
   The Create Publication modal window opens.
   
   
3. Fill in the required fields.
   Mandatory fields are marked with *.
   
   Click Save when you are done.
   
   Your new Publication is created. You can access it from the Plan & Release dashboard, where you get an overview of all available Channels and Publications.

Adding and removing Sections from an existing Publication

In Plan & Release > {your Publication} > Structure
do the following

1. Click on the level where you want to add a Section.
   Selecting the Publication name will add a Section on the top level, whereas selecting an existing Section will add the new Section a level below the existing Section.
   
   
2. Click  (Add node)
   The Create Section modal window opens.
   
   

    

   You can remove linked Sections by selecting them and clicking on (Remove relation) instead. This does not delete the selected Section.

3. Fill in the required fields.
   Mandatory fields are marked with *. The ID must be unique and only contain characters A-Z and 0-9.
   
   Click Save when you are done.

Printing a Publication

For information about how to work with publications and Print 2.0, see Print 2.0 at a glance. 

Copying a Publication

In the Plan & Release
do the following:

1. Click  (Navigation menu) on the Publication that you want to copy.
   
   
2. Select Open in Enrich.
   The Publication opens in Enrich in an Entity overview.
   
   
3. Click (Copy entity), located in the Entity toolbar on the left.
   The Copy widget opens with the following steps:
   
   Step 1: Choice
   Allows you to select whether you want to keep your existing relations or create new relations when copying data.
   
   Step 2: Details
   Allows you to select which relations you want to keep.
   
   Step 3: Validation
   Checks for validation errors.
   
   Step 4: Copy
   Aways for your confirmation to move ahead with the copying process. The duration of the copying process depends on the structure and number of relations.
   
   
4. Click Finish to create a copy.
   
   Once you have validated and completed the copy, the publication will be available on the left-hand side of the work area menu. 
   
   

    

   This operation also copies the Nodes and rules within them.

Deleting a Publication 

In the Plan & Release
do the following:

1. Click  (Navigation menu) on the Publication that you want to delete.
   
   
2. Select Delete.
   Your Publication is deleted.

Bulk deleting Publications or Sections

In Plan & Release
do the following:

1. Select a Publication.
   
   
2. Click (Query Editor), located in the top left corner of the channel overview.
   The Query Editor opens.
   
   
3. Search for Entity Type + Equals + Publication or Section.
   Click on to search based on these criteria.
   
   The Publications or Sections appear as Query results on the left side of the channel overview.
   
   
4. Select the Publications or Sections you want to delete.
   
   
5. Select Delete Selection from the Navigation menu ( ) of your Query results.
   The Publications or Sections are deleted.

Further reading

Restyled inriver Plan & Release: overview

Restyled inriver Plan & Release: publications

Restyled inriver Plan & Release: sections