On many of the corporate sites that I built and maintain, I load our newsletters as pdfs in WordPress’ media library. When I opened those as their own tab, the tab opens with a different name in it. I thought this was a setting in WordPress, but it is not. It’s the properties panel in Acrobat.
You can find the properties panel in the file menu or access it with CTRL D or CMD D.
Now that I found the problem, I am actually not going to change the existing pdfs as this would involve reloading them and breaking the existing links or setting up redirects. I’m about to redo this site, so I can address the issue on rebuild.
I’m documenting it here in the event someone else has this issue.
For any project, you need a reason. You’re about to spend (or pay someone else to spend) a lot of time building an archive and writing your history. What do you hope to get in return?
For a corporate history, do you feel your customers will value knowing more about you? Will what you have to say influence their decision to work with you or bind them to your company and its products? Is a company history “sticky” in your line of work?
For your team members, do you feel they will value knowing more about the history of the company they serve? Will it increase engagement? Will it aid in recruiting new talent? If so, why? How is your history relevant to your desirability as an employer?
Is it a legacy project? If you own a family business, is it intrinsically important to you to document the history for future generations?
Is this book part of your sustainability effort? Could looking at where you’ve come, what obstacles you’ve faced, and where you landed inform where you are going as a company? If you’re a privately-held business, a small business, or a family business, there is a good chance that your history isn’t recorded. Could a record help inform your future endeavors?
When I was working on my book project, I had to cover a devastating fire that destroyed a warehouse full of goods in the 1950s. Every family member I spoke with mentioned the fire. They all remembered where they were and how traumatic it was as an event as the cause was ruled to be arson.
However, they also remember how the business recovered. There was a period of mourning followed by a flurry of rebuilding with an eye to the future. What was rebuilt served the company better and helped change the direction of the business to where it landed today. The ownership went from focusing on a small footprint to thinking much bigger in terms of the scale of the customers they would serve.
There may be lessons to learn from the past in how you respond to future setbacks. It may be helpful to document changes in your industry and how your company adapted and evolved. Those same abilities to shift and change could be useful as you consider the future business environment and how you’ll meet future challenges.
Finding your motivation and the payoff before starting a project will help guide the project and ensure the book functions as you envisioned. It will also help guide the decisions you make with your creative team about the cost, time spent, and look of the final deliverable.
Should You Hire Someone
During my time working on this project, I met a freelance consultant who had done a company history and archive for McDonald’s. All her interviews were transcribed, and part of her process was to present a bound book of the interviews to each client she worked with. If you really just want to capture the memories, then this might be a good avenue for you. Search for an archivist near you.
If you do not wish to hire out the project, do you have a team in-house with the time to devote to it? See my prior post for the time estimate and consider it before assigning an in-house team. If you have someone great, can you clear their calendar to give them the time to devote to this project? Remember, this work is hard. Don’t burn out your best people by giving them a project of this size in addition to their regular workload. Give them the space to devote to it.
What Should the Book Look Like
The look of the book should help carry its purpose. The look is, essential, part of the message. Do you consider yourself a forward looking company? Then, consider a modern look and feel.
In the course of my work, several people passed along other company histories to me. One was a book celebrating the planning and construction of a new plant. This book, as you might expect, was bound with an integrated dust jacket, was full color, and was printed on glossy paper. The message: We’re growing. Hop aboard as a customer and as a team member. We have somewhere to go.
Another book given to me had an antique effect on the cover and most of the photographs were given a sepia tone effect. This didn’t send a message of a growing company. It spoke to a more conservative time and a reverence for the founders.
I’m not taking a side on the look you choose. Just think about it in reference to the message you want to send.
Who Will Print It
If this is the first time you’ve done a project like this, you’ll want to work with an experience printer who can answer your questions and doesn’t mind you stopping in to look at linen samples, paper samples, or being involved in the production. I, personally, like to spend money in my community, and I was delighted to find a company that could handle our size job locally.
Obviously, if you’re considering printing thousands of copies, you might have to look outside your neighborhood.
Is Digital Your Path
Maybe you’re not thinking print at all. Maybe digital is the right way to go. If so, you’ll save yourself the cost of printing; although, the research, writing, and layout process may be very similar.
If you have video or audio files in your archive, digital may also be the right choice as you can incorporate those elements.
If you decide to do both, it is fairly easy to create an ePub from your print InDesign file. If your book has a lot of pictures and the exact layout is important, you’ll want to consider a type of ePub that preserves the layout. This functions essentially as a web page with everything precisely positioned. If your book is mostly text, your ePub transition will be even easier as the text can flow like a web page around the natural marker of chapters and sections.
Think about both formats, how you’d distribute them, and what they say about your brand. If you’re using this to recruit new team members, the digital format could be put on your web site for easy distribution.
Once you’ve completed the book, how will you distribute it? This is helpful to consider before you start as it could help inform the binding and cost structure of the book. In my case, our costs ran about $20/book for 1,000 copies.
If you spend this amount for this print run, do you have 1,000 people to give them to? Will you give them to your closest customers or your team?
If you’ve spent the money and the time, should you also consider an event to launch the book? If you plan on giving it to customers and prospects, an event might be just the thing to make it feel special and unique. An event could work for either format, but it would be most helpful for a print book. You can tuck them inside a swag bag for your guests.
When I worked on my project, there was some concern about the shelf life of the book. One volume given to me as a sample was actually the first of two corporate histories produced for a company that was over 100 years old. Think about your history as just that – a point in time. Don’t try to slap in extra pages or get upset when the company changes. Capture your growth for volume two.
This is also a reason why your focus on distribution is important. Get your volumes out there while they matter. Don’t let them gather dust.
Happy book writing.
As always, if you have a question or want to chat, hit me up.
In 2019, I finished writing and designing a company history book, which was a project that originally began in 2014. Due to the complexity of the project, I’m going to explain my process here for those that are starting a project like this and need advice. I found little in my journey. The advice below could be adapted for similar complex research, writing, and design projects.
Writing a book is hard. You’ll get attached to the project and the people you meet, but remember, if you’re hired to write a company history, you’re essentially a ghost writer. It’s not personal to you even if it feels like it. Don’t be disappointed if you can’t add this work to your portfolio or make a claim as an author. Don’t worry. You still get to claim the experience, and that’s not nothing.
Archive Building Process
You’re going to need artifacts and lots of them. Start the process by collecting everything you can about the project and organizing it in an archive. You’ll want to organize items in chronological order if possible.
For my project, I had three boxes of photos that I organized in chronological order within the boxes. Each box was then numbered with number one being the oldest photos.
To date photos, it’s helpful to look at the cars in the photos. It’s fairly easy to date a car by year, which will give you a rough idea of the date of the photo.
If you can’t date the cars, consider contacting a car club for the brand in question. They’ll happily give you a hand.
For location photos, I posted several in Facebook groups dedicated to the town where the company was located. The users on the group were very helpful in dating the location photos based on changes in the landscape and their general experience with the area.
I saved all the messages and input I received from these sources to share with the team.
The paper documents were also placed in boxes and organized by year. Some of the paper documents given to me were already in three ring binders in sleeves. I left those intact.
If you’re storing printed material or any material really, you only need a few samples of each item. Your archive is going to be huge, so don’t save a box of brochures, cards, or calendars. You won’t have room.
Digitize everything you can. Digital archives will make it much easier to view and select the material later on. Don’t keep negatives, slides, reel-to-reel, 8-tracks, cassette tapes, VHS tapes, or DVDs. If you can’t play them or view them in the future, don’t keep them.
Find a vendor to digitize all your material, and then store it in the cloud. You’ll need a drum scanner to do your slides, and many camera shops have this equipment and can do it for a small fee per slide. If you can, view the material before you commit to digitizing it. Deciding it if is worth keeping first will save your budget.
There were several customer presentations that I did not save as they really didn’t relate to the company’s history.
For the items, take a photo of each item. If you can document the size of the item, do so. For the frames, I documented the size. Then, select a way of organizing this material that makes sense for your project.
For me, I had no way of dating most of the items, so I organized it by type. The company had made several acquisitions and had changed names several times. Those felt like natural breaking points to label the boxes.
Organize all the actual items in a spreadsheet. I made an attempt to organize my spreadsheet by date and type. The columns included the item name, a decade (this may be an educated guess), the image number that corresponded to the item, and the box the item was stored in.
Professional archives will also number each item and attach a tag to each item with the reference number. Porcelain items contain a small label that is attached and then painted over with a clear adhesive. I did not take this extra step, but you may consider it.
Check out the Metropolitan Museum of Art’s furniture archive in the northwest wing of the museum. It’s located near the American Furniture wing. This space is organized like an archive with climate controlled shelving and furniture placed on open air shelves. You can see the tagging system in action.
This sounds like a lot of work, but once you’re in the process, you will be glad you did this legwork ahead of time.
As you’re organizing your archive, be very deliberate about what you save. If the item is interesting but doesn’t relate to the company you’re profiling, you may not want to keep it. Consider donating it to your local historical society.
Also, do not keep anything that could be considered food. You won’t be in your archive every day, and if you store anything that could be eaten, insects may find it and eat it and everything around it before you know something is amiss. For me, I had a few boxes of old animal feed that I threw out for safety reasons.
If you need help with your archival process, consider contacting your local historical society. Lancaster History was a great help to me in the process. I toured their facility after I had constructed my archive and made some changes based on their suggestions. https://www.lancasterhistory.org/
Historical items need special attention due to their age. Store your items in a climate controlled room with speciality boxes and materials. If you are using wooden shelves, be sure to cover them in plexiglass. Many shelving units are constructed with oriented strand board (OSB) or plywood, which are both constructed with glue. Over time, this material breathes, and the fumes can damage your items. I had a local sign vendor make sheets of acrylic to cover the shelves.
The material storage was one change I made after consulting a professional archive. Store your documents and fabrics in acid-free boxes with acid-free tissue paper to prevent discoloration.
If you’re working with a company, chances are there is at least one individual that will be your primary source material and contact. This person may even have been the individual driving the project. Be sure to find out who this is and start here. You’re going to want to spend a lot of time with this person. They’re also going to be really excited to share their knowledge and the conversation may go everywhere.
Try to start with a general outline of the history desired and then steer your conversation in blocks of time so you don’t miss anything. Be prepared to backtrack frequently to gather all the threads of the story.
One hour blocks of time will provide a wealth of information without exhausting the contributor. If you’re working with executives, chances are they won’t have more than an hour to spare anyway. Write your questions down and ask them in order to ensure you make the most of the time.
Record your conversation. I used the iPhone’s voice memo tool. Be sure to check your device to ensure it is recording and place it close to the speaker. I never used two devices to record, but you may consider it for backup. You don’t want to have to recreate an interview.
You can transcribe it yourself if you have the time. I did some of my own but also relied heavily on Rev. https://www.rev.com/
Read over the transcript carefully to prepare for your next interview and determine other interview subjects.
If you have to contact outside resources, be sure to tell them you need their time for a history book. Most people will be happy to help. For my interview subjects, I could promise them both a book and an invitation to a book launch event. I often also bought them lunch or coffee and met in an informal setting. I think most would have talked to me even without those enticements.
The interview phase could last for months or years depending on the time you have to devote to the project.
Be sure to have questions prepared for everyone you plan to talk to. I started each interview with small talk while the recorder was running. Recording a conversation can make someone nervous, so it’s important to make them feel at ease before you start.
Also, some people will be more interested in talking than others even if you suspect they have something to share. My shortest interview was ten minutes. My longest was four hours.
Finally, pick a quiet place. If you’re going to a coffee shop, stop by the business at the time you plan to be there to determine the atmosphere. One interview I had turned out to be in a loud restaurant, and as a result, the conversation was very hard to transcribe.
Once you have the interviews in hand and the archive constructed, you’re ready to begin writing.
The Writing Process
Start by reading all your interviews and highlighting the text you wish to use. I made a handwritten outline of the story and filled in blocks of interviews I wanted to use in each section.
I worked solely on this project for one day a week for about three months just to get the text outline in place.
If you have something spectacular that may not fit, be sure to mark it. It may fit in a special aside or in the back material. For my project, the company history was also a family history in many respects. I asked everyone for their personal memories of the company founder and eventually used all that material in the back material of the book.
When you’re writing, be sure to make it interesting while keeping the story moving. If you’ve been hired to write this, you’re sure to have a handful of editors to please. Be sure to ask questions when the changes come back. For my project, it was helpful to edit the pages with the main editor and driver of the project looking over my shoulder. It can be hard to interpret someone’s written notes, and time is money. Ask for clarification.
I would have preferred to finish the text prior to starting the design, but the desire of the team was that both be done at once. I had a longer draft written in Word with marks to indicate what assets I wanted on which pages. This was a general design outline, and the final version looked much different.
Finding a Printer
Check around your area for a printer that can do a case bound book. It’s a little different type of printing, and the lead time is much longer. Try three months in my case.
If your book must be published in a certain time frame, be sure to build a timeline that will work for you and carefully convey that timeline to your team. For me, I built in an extra three weeks that I didn’t share with the team. This gave me some overflow time. It turns out I needed it, so be wise in creating your expectations.
Be sure to consult with your printer about the page layout. The team had already selected the size book they wanted, which was 11 inches wide by 9 inches tall.
For my project, I laid out the text in InDesign with the standard page size plus a .5 in margin on each side and a .2 in bleed. This is going to be perfect bound, so page count didn’t have to be a multiple of two. The gutters were no larger than the other margins.
Per the printer’s request, this was also laid out without facing pages. When I printed the drafts for review, I stapled them together to indicate the spreads.
The outer material is actually linen, and you have some choice in color. I borrowed a linen swatch book from the printer, and the team selected a dark navy with a gold embossed imprint on the cover and spine. There was no dust jacket.
For my project, the endpapers were also printed. This is the page at the beginning and end of a book that adheres to the hard cover. They can be printed on one side. This was laid out in InDesign with bleeds.
The end papers were printed with the names of all the employees at the company at that time. The team was concerned that every person in the list was able to find their name, so I sized the text so the entire list was repeated three times. There were small bullet glyphs in between the names for separation.
The cost to print 1,000 of these books was roughly $20 a copy.
Given the amount of work involved, if I were to freelance a similar project, I would have charged $50/hour at minimum. If you’re quoting a job, make sure to figure in expenses like travel, meals and drinks for your interview subjects, and transcription fees. If you aren’t setting up the archive, make sure it is set up in a way that is going to be suitable for your project.
Once the book is laid out, it’s time to settle on a design. For this project, the team had a similar book they were hoping to replicate. This was heavy on images and light on text.
I set up the book with master pages to contain the page numbers and with several different grids to keep the design consistent. The company brand’s secondary colors served as the basis for the color palette. The brand standards also dictated the fonts, which were ITC Garamond and Gotham.
Once you have the base set up, it’s time to select the assets for each page.
Now, aren’t you happy you photographed everything in your archive?
Sure you are.
Start with the lowest hanging fruit – the photographs. I took my three boxes of carefully curated photos to my desk and has an assistant scan them as I needed them.
For the personal story of the founder’s life that started the book, I asked the family for some personal photos. I even took some things off the wall at one of the interview subject’s houses. For framed photographs, I took them to a professional framer to have them removed and reframed.
If you’re working with someone else’s assets, be sure to return them quickly and in great condition. You don’t want to be responsible for an heirloom going missing or being damaged.
Speaking of damaged, some of the photos I had access to were damaged including color fading and discoloration, torn edges, and foxing. I left the damage in rather than editing it out. To me, it added to the authenticity of the book to leave it in.
Nearly all of the photos I had were printed photos, and they were scanned with a flatbed scanner. This is time consuming, so get help if you can.
I asked that the photos be scanned in the middle of the bed if possible so that the edges of the photos were accessible to me. I also, in many cases, used the slight shadow created by the scanner in the final result. This allowed the items to appear as if they’re floating off the page without adding a shadow effect in InDesign. Also, if the photos are torn or cracked or have those lovely scalloped edges, you can take advantage of that authentic detail.
The team also wanted objects to be in the book, and again, photographing all the objects in the archive was key. To photograph something, be careful to get the right angle and light. In general, you’ll want to photograph them straight on and in natural light. I tried moving the object around in different light and always photographed it on a solid background for easy extraction.
Some of the stories I collected became small sidebars in the book. These included sidebars on the contributions of the company’s key executives. Since some of them were retired, I also organized professional head shots for them. If you have photos you need to schedule like a head shot, be sure to add that time into your timeline. Also, be sure to allow the subject to select the final head shot used. It’s a small courtesy that goes a long way to building trust in the project.
The editing process was long and laborious and went on for months. If you have the opportunity, agree on the text first and then add your assets and begin the design. You’ll save time.
When the time came for final proofing, I was unable to secure a professional proofreader after reaching out to several. Since it was important that it be both grammatically correct and historically so, I passed the draft to scores of individuals who were interviewed for the book or had extensive history with the company. They helped ensure it was accurate on both counts.
This is also where my extra time came in. I didn’t send it to the printer until I really felt it was done and my drafts were being returned with few corrections.
As with any history, the story is never really finished. Once you send it to the printer, the company leadership may change, people will come and go, and the company will change.
The team for this project had a hard time knowing when it was done and wanted to add things. This gave me heartburn as the project was already on press. I tended to think of it as a point in time. You can always write volume two when the time comes.
The final book was delivered on deadline. The final page count was 84 pages.
Just keep your lines of communication open. As with any job, you’ll want to meet your client’s expectations.
If you need help with a similar project and want to chat, hit me up at my contact page. I’m always happy to help.
I just recalled this story to a good friend a few weeks ago, and now I’ll share it with y’all. When I was in graduate school, one of my professors, Dr. Liliana Zancu, was teaching Modernism, and one of our first assignments was the first volume of Marcel Proust’s À la recherche du temps perdu. In it, the narrator is transported to his childhood by the taste of lime blossom tea and a petit madeleine. Before we knew what was in store in the novel, she walked slowly around the room and put a piece of paper on each of our desks. It was a recipe for petit madeleines. She said, “I’d really like it if someone would make these.”
The class was small, but in that moment, she was speaking to me.
Madeleines require a particular pan, and this was the early ‘90s before I could order that pan off the internet. I spent a fair amount of time tracking one down and arrived the next week with the cookies. The look on her face made the entire experience worth it. I hadn’t thought about those cookies in years, but I went to Starbucks that day for a package. They sell them by the register. I had never been able to find the tea in the past but quickly ordered it online to have the full experience. It does not disappoint.
The cookies, of course, weren’t part of my childhood, but they are definitely now a very fond memory. I made them today for the first time in years.
2020 was a rough year, and like many people, I’ve had trouble sleeping. Unlike my husband, I’m usually a world class sleeper. I even slept well as a baby. It’s in my DNA. Until recently.
I’d get up at 3 a.m. and stare at the ceiling for several nights in a row. Check my mail. Scroll through Twitter. Warning: do not do this. Nothing worked.
However, recently, I think I cracked the code. You ready? It isn’t that fun or that complicated.
First off – exercise. Every damn day if possible. I like to work out, so this isn’t a problem. You don’t have to do hours of exercise. A half hour should work. Work up a sweat or get in a nice yoga session. Do what you like. The point is that your body should feel spent especially if you do not have a physically demanding job. I really like a good 30 minutes on my elliptical. I watch an action movie and spin for 30 minutes. My legs feel like noodles. It’s perfect and easy.
Just water or tea before bed – no alcohol. It’s tempting to break out the Russian Imperial Stout especially in the winter when it’s dark by 5. A good 9.0 ABV brew will knock you out in a hurry, but you’ll be back up when the alcohol wears off. Resist the temptation.
No screens – just a paper book. If you must do screens – watch a show until you pass out. Avoid anything you have to read or concentrate on.
Melatonin. The bottle says take 1 – that’s for wimps. Take 3 or 4. They won’t kill you.
Sleep when you’re tired. If I go past my desired bedtime, so be it. However, the melatonin helps. I take it about 15-30 minutes before bedtime. I’ve been sleeping well for about a month with this routine.
I live in Pennsylvania, which means that this year I got to see what it was like to live in Iowa during primary season. Highways were backed up as the candidates visited, and I got mail. Tons of it.
There were some inspiring pieces, and I ended up using one as a template for a direct mail job that I designed. Incidentally, the campaign was very successful, so maybe those 8.5 by 11 in mailers work after all.
This piece in particular moved me. Inspiring subject and deft typography. Game recognize game.
Back in the day, I was a subscriber to Andrew Sullivan’s blog, The Dish. One summer he mentioned that he was being forced to contemplate euthanizing one of his beloved beagles, and this promoted an outpouring of reader submissions on the passing of their own pets. It’s one of the best threads I’ve read. I’d read it daily and cry every time.
When I lived in Idaho, people were really chatty at odd times. Odd times for someone like me who largely grew up in the Northeast and who identifies strongly with the cultural norms of the place. I’d be pumping gas in Boise when someone would start a conversation with me. Huh? I’m pumping gas here? This is no place for talking.
Today, a most Boise thing happened to me while I was navigating the drive up ATM at my new bank. (I just switched. That’s another story.) A guy in the lane next to me started up a conversation about cars. “You know how a Volvo owner knows they’ve been in a serious accident?” he shouted.
I rolled down my window and played along. I drive a Volvo. “No.”
“They’ve been cut out of the car. Those things can take a direct hit. They’re awesome. If you want a car that can handle snow though, you need a Subaru. You remember that 21 inches we had in 2017? I tried to get stuck and couldn’t.”
I laughed at this and then noticed he was driving said Subaru, and it was covered with advertisements for CBD oil, which appeared to be his personal business. Well, these are my people, I thought.
This strange and winding period of time does have a few upsides including the chance to attend events, classes, conferences, and discussions I’d never be able to afford before. I jumped at the chance to attend WordCamp Europe #WCEU during the first week of June.
WordPress sponsors three main events – WordCamp Asia, which was canceled this year, WordCamp Europe, and WordCamp US, which also moved online and will be held in late October.
I attended WordCamp US in 2019 after attending some fabulous local WordCamps including WC Lancaster, WC Leigh Valley, and WC PHL.
You might think an online event would have few sponsor interactions and no swag, but you’d be wrong. You could download the logos and make your own t-shirt. Sponsors were available in meeting rooms and gave away free cool swag like pdf books!
They had a time converter so you could easily tell what time it started and ended in your time zone. In the end, they had attendees from 120 countries.
I love a good back logo. It was a nice touch by the graphics team.
My favorite speaker was Ahmed Khalifa, a SEO consultant who have a lovely and information packed talk about captions in videos. Ahmed spoke as a hearing impaired person but really brought home the importance of good captions, not craptions!, for all users.
I evaluated the big three platforms when I chose WordPress, and the community was made it the choice for me. I feel so blessed to have met the people in my local meetup and to be part of this big, wonderful, and accepting family.