Web to Print: Template creation for dynamic publishing
A Quark publication in co-operation with

Web-to-print in 2010 is an opaque market. More than 200 companies are flying the flag for Web-to-print, yet produce and deliver very different kinds of software. The spectrum ranges from print order shops, online printing calculators, and digital printing links to sophisticated template editors and brand management systems. This has resulted in enormous hype with marketing materials shouting catchphrases that are often dissimulating the substantial changes Web-to-print brought about in the advertising and publishing sectors: Web-to-print publishing meets cloud computing.
Bernd Zipper has followed the Web-to-print market for a long time and has formulated the following definition:
“Web-to-print is the server-supported, online creation of individual print documents, including the necessary commercial processes."
One could also say that the most important system requirement for creating and ordering printing materials in the future will be the Internet. Web-to-print places these new opportunities directly in the hands of end users. Separate Internet interfaces make
them independent from external layout service providers and internal marketing profit centres. This evidently leads to decentralisation in the creation of advertising resources. What is interesting about Web-to-print is that the opposite is also true: Like in cloud computing, all marketing processes, job guidelines and quality standards (not least corporate design) are stored in a central location. This information forms the basis for the Web-to-print system, which functions as a sort of gatekeeper to ensure compliance with pre-defined parameters. This ensures process integrity and quality consistency which could never be achieved with centralised specialist departments. Not to mention improved response time and cost reduction.

This increased quality is most evident when one looks at the printed materials that are actually produced. The time when fliers were thrown together in Word is over. If a print layout is first fed into the system with a system of rules governing it – together they constitute the so-called template – all users have to do is fill it with content online. If the print layout is correct, users can rely on compliant implementation of their corporate design, print output and layout quality - the Web-to-print system takes care of this.
Web-to-print is not an agency killer, however, but more of a magnet for new business, at least for agencies that anticipate the trend. The tasks involved in constructing and maintaining a Web-to-print platform are fundamentally of more value than those that are being replaced. For example, most larger agencies can no longer profitably produce layouts for business cards. Web-to-print offers the solution for both the agency and the client. If agencies want to be successful in this area, they must make considerable investments in knowledge and skills, since platform operation, project consulting and template construction will certainly not happen magically by themselves.
The choice of system is just as complex, due to the confusion in the market. Two main aspects are crucial for agencies: First, the need for sophisticated ways to edit templates online and second, the integration into portals that are similar to online shops and offer enterprise functions, such as access management and approval processes. The technology used to create and edit the templates is key for agencies, publishers, and for the end user:
Existing layout documents already contain a lot of intelligence and know-how that should be incorporated in Web-to-print templates.
Template construction should be as easy as possible and experienced users of layout programmemes should be able to learn the process quickly.
The Web-to-print system should be integrated seamlessly into the conventional layout process. On one hand, it should be possible to input existing layout documents into the system, while on the other, the system should be able to produce other usable layout documents. This is especially important if one is to take advantage of the platform’s full automation capacity. The final finishing touches of the project would still take place in a conventional way.
Implementation quality in the areas of composition, micro-typography and output should be equivalent to quality obtained with a normal layout programme.
If these criteria are important to you, only solutions based on familiar layout programmes can be considered: Adobe InDesign Server and/or QuarkXPress Server. Systems based on .pdf or custom-developed technologies are not worse in principle, but they reveal some weaknesses when it comes to integration in existing layout environments. This is why large platforms in particular prefer systems based on conventional layout programmes, even if they are usually more expensive.
The layout technology chosen is crucial and determines the scope of the template. The organisational buy-in of the Web-to-print platform depends on the design and implementation of the layout technology, as well as on other factors such as user interface, ease of use and ordering options. Good templates take time and experience in planning, editing and quality assurance. The objective is always the greatest degree of flexibility, at least when it comes to corporate design. Considerable sums of money are often invested in a big corporate design portfolio, but this academic exercise is somewhat less pivotal to the actual success of a corporate design than the toolbox available to implement it. In this sense, Web-to-print has become an indispensable tool. Ideally, a Web-to-print template should always regulate the exceptions and prohibitions defined in the Corporate Design manual automatically. Think of the template as a corporate design framework reincarnated as a computer programme. This means that it will be difficult to include any parameters that are not valid in a print layout. This includes mainly aesthetic criteria, such as image selection and composition.
Example: Typography
Many of the following typography tips also apply to conventional print layout creation. They become particularly relevant in the Web-to-print environment, however, because users with no layout experience - and yet low tolerance for mistakes- are expected to produce acceptable results:
Syllable separation rules that do not require manual editing should be preferred, when possible. In tests, this works better than expected. In most Web-to-print systems, the final composition is visible only after rendering has been completed, which can make manual changes very time consuming. If certain words, such as company names, are not supposed to be separated, these must be entered in the list of word exceptions. A Web-to-print user must be able to assume that the system will create the ideal composition.
If the Corporate Design manual specifies that each paragraph must be followed by a half-line of space, use the “Spacing after” function. Many Word users are unfamiliar with inserting separate blank lines.
For lists, try to use the layout programme's own list functions as much as possible. Users can hardly be expected to place bullets, tabs and indents manually.
GREP styles and nested styles can also be components of a CD-compatible micro-typography scheme. For instance, they can be used for company names that are always written in capital letters or for paragraphs that always begin with three words in bold.
Everything that the user no longer has to do manually guarantees quality and reduces the need for explanations. The Web-to-print system is incorruptible and generally infallible when it comes to implementing the parameters.
The secret for correct use of formatting, however, lies in permissions over styles in the given textbox. In a box for content, for instance, headline styles should not be activated, and bold style should also be disabled if unwanted. A detail that is often overlooked is naming the styles. This should be done in the most straightforward and self-explanatory way possible. Depending on the target group, it is best to avoid foreign terms and specialist terminology.
Example: Image selection
Similar considerations apply to both images and text. Options should be kept simple and sources of error should be ruled out from the outset. Image editors in Web-to-print systems on the market have very different designs. They range from simple image selection tools to complex tools that allow free customisation of scaling and details. In the first case, there is no choice other than prepare all images according to the image box proportions. This gives you full control over the potential image details, but creating templates is much more difficult. You can also save considerable time if all image boxes have the same aspect ratio.
Editors allowing the user to place the image freely inside the box are more in line with current practice. These allow images in portrait format to be placed in a landscape format box, as is common layout practice. If a frame is not completely filled, unattractive white lines usually appear. Depending on the system, you can implement graduated placement options and only allow proportional changes to the width and height. The image pool behind the box does not have to be set in stone: some suppliers offer links (adapters) to file systems and image databases. This is a good example of the closest possible association between Web-to-print and existing publishing environments.
Images chosen by the creator of the template are not the only ones that image boxes will accommodate. Franchise and syndicate organisations in particular like to upload their own images (such as those relating to a particular region) to the Web-to-print system. Whether this option is enabled is a matter of discretion. If it is, many quality assurance problems arise:
The uploaded images do not fit in with the imagery, colour scheme, image format or are not aesthetically suitable for other reasons. A computer system is unable to evaluate these criteria. This requires that a “human component” be involved to grant approval.
The images have quality problems (unfocused, grainy or dull colours) or resolution that is too low. While detecting poor image quality generally remains a human task, many systems offer control mechanisms for images with resolutions that are too low. It should also be noted that it is the effective resolution after placement in the layout which is crucial, not that of the source image. A check that rejects all images with a pixel density of 72 ppi (many camera images come this way) would not be practical, since the images could still be printed if placed in the layout at 30% of the original size.
Colour management is also involved: When creating the print file, the Web-to-print system must convert uploaded RGB images to CMYK. To do so, the system must have ICC-based colour management. This is the only way to prevent the majority of unprofessional errors from occurring, such as unprofiled RGB or a variety of different CMYK colour spaces. Layout programme servers have an advantage here, since these functions are already highly developed in the desktop versions. Nevertheless, PDF/X styles and the colour management of the document must be properly configured. This is yet another example of how Web-to-print demands specialist knowledge of a wide variety of disciplines.
Example: Print layout intelligence
Template creation really becomes a burning issue when it comes to dealing intelligently with user inputs. For instance, what happens if the user enters more text than there is room in the box? Should you set the system to just show a mere warning? Or are there better options? In the case of layouts governed by rules, the templates created are anything but “dumb”. A few examples:
Business card – To improve possible entry control, the title, name and position are spread over three textboxes (1). If the user enters a second title, the two other textboxes are shifted down – instead of a warning about too much text or an unattractive overlap of text. This also ensures that the spacing between the boxes always remains consistent.
Data sheet – In this template for a data sheet, there are two content areas that can be filled with different text content. Each area has a coloured background. Three images are placed along the side in the second area. The logo and address information appear along the bottom and cannot be changed by the user (1). If the user then adds more content in a text block than originally intended, a complex mechanism starts up (2). The text blocks are shifted downward while maintaining the spacing toward the bottom, and the upper colour field increases in height. The height of the logo block is fixed in accordance with the Corporate Design and cannot be reduced. This is why the lower colour field is reduced in height from the top. The placement of the three images is also matched to the lower colour field. This means that the central image becomes proportionally smaller (if it becomes too small, a colour bar can be inserted to block it out). The corporate design remains intact through all of these transformations.

Advertisement – Advertisements can accommodate a high degree of dynamism, provided that the Web-to-print system allows adaptation of the page size. If it does, page sizes can be adapted to the column widths of different newspapers. In the example above, the advertisement has been made wider: The large image is scaled accordingly, while the decorative bar to the left maintains a fixed width. The width of the continuous textbox is matches not only the width, if more text is entered, but also the height. A mechanism such as this is indispensable for job advertisements. In this case too, the protected areas around the logo and address remain accurate.
The examples show that designers and DTP content designers are evolving into programmers for sophisticated templates. Whether a template works properly is decided in the design phase. Not everything that looks good can be implemented, so extensive testing is required to refine a template down to the details. Ideally, testing should take place over a defined period and involve a wide range of individuals, as well as testing extreme parameters, for example excessively “dumb” ways of working. In order to test a system, the ways in which a design can change in Web-to-print practice must be considered first. In this context, it is clear that there are now new ways for agencies and publishers to gain added value, and that such new possibilities hold more value and allow designers more creativity than the repetitive tasks performed by a Web-to-print system. So, everyone benefits from the new development. All's Well That Ends Well.
Georg Obermayr
This is the second article of a series on Dynamic Publishing by Georg Obermayr. You can read the first article here.