Using Mail Merge to Print Spine Labels from Evergreen
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- Garey Russell
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1 Using Mail Merge to Print Spine Labels from Evergreen These instructions are to print spine labels on label stock for laser or desk jet printers using Mail Merge in MS Word The initial set-up in Mail Merge is time consuming; however, you can save the file and not have those steps every time. These instructions assume familiarity with Evergreen spine label printing functionality and do not fully illustrate those steps. Creating a spine label file in Evergreen 2.1 Populate Item Status (F5) with barcodes of items needing spine labels. You can do this by: Scanning barcodes directly into Item Status (F5). Uploading a file of barcodes created from a report. Transferring from an Item Bucket. Whichever method you use, make sure Trim List box is unchecked. If you have nonstandard barcodes, make sure Strict Barcode is unchecked. Highlight all entries. Right click or choose Actions for Catalogers or Actions for Selected Items then, Print Spine Labels. It may take a few moments for a large file to open in the Print Spine Label interface. Make sure your settings are correct and that Pocket Labels are not Enabled. Re-generate if you make any changes. Click on the Preview and Print button. Click somewhere in the white space of the printing preview screen, then press CTRL+A to highlight the entire group and then CTRL+C to copy. Setting up a spine label file in MSWord 2010 Open MSWord. Paste file of call numbers copied from Evergreen s spine label preview screen. Select all either using CTRL+A or Select, then Select All: 1
2 With the contents highlighted, go to the Insert tab, Table, Convert Text to Table: Make sure Paragraphs under Separate text at is selected and change the number of columns to an appropriate number (This should conform to the number of lines set in Label Length in the Evergreen Spine Label Printing interface.): 2
3 Your file will now look something like this: Insert an empty row at the top of the table: Make any format changes to your call numbers and delete blank columns. 3
4 Save the document. Remember what you named it and where you saved it. You can save over any file used previously or give it a new name each time. Setting up Mail Merge in MS Word Open a new MSWord document. Go to Mailings, Start Mail Merge, and then Labels: 4
5 Set up your labels, based on the stock you are using, in New Labels. For example: 5
6 Click on OK when you are done. Once you set up the stock you will see the name in the Label Options window under Other/Custom: Clicking on OK loads the labels. Next, you want to load the call number file you saved previously. From Select Recipients choose Use Existing List: 6
7 Your file will now look similar to: Next, from Insert Merge Field, insert each AutoMergeField listed. The number present will be the number of columns in your saved document. 7
8 Once they are added, your file will now look similar to this: Highlight the whole document by highlighting the rows of the table at the top. The gold Table Tools tab will appear when you have it highlighted correctly: Click the Home Tab. And go to Change Styles: 8
9 From there, go to Paragraph Spacing and then No Paragraph Space: You may have to make changes under Custom Paragraph Spacing if too much space is between the lines in your document: 9
10 You can also choose the font and size you want to use from the Change Styles area: Once you have made your changes, Return to the Table Tools tab and click on Layout and choose Align Center Left: Click inside the first label at the end of the last AutoMergeField (you may have to enlarge the row to see it): 10
11 Press the delete key to take out the last blank row. Now move the cursor in between each of the AutoMergeFields and press Enter: 11
12 Your label should look similar to this: Click back on the Mailings tab and then Update Labels. Your labels should now look like similar to this: 12
13 Click Preview Labels to view all your labels: If no formatting or other changes need to be made to the labels, you are ready to print. Under Mailings, go to Finish & Merge, then Print Documents: 13
14 A dialog box will open allowing you to print the entire file or individual records (call numbers). Choose All and then OK. You can then choose your printer and print. If you need to make changes to any of the call numbers, click Finish & Merge and then Edit Individual Documents, All: A new screen will open with an editable version of your call number file. After you have made your edits, print from the File tab: Close that window after printing and go back to the Mail Merge file and save it. Saving the file allows you to re-use the formatting steps, so remember the name and where you saved it. 14
15 Printing spine labels once Mail Merge is set-up Once you have set-up and saved the Mail Merge file in MSWord 2010, you can re-use it to print subsequent labels so that you do not have to go through the laborious set up each time. You do have to set up the label file in Evergreen and MS Word following the instructions in the sections Creating a Spine Label File in Evergreen and Setting up a spine label file in MSWord 2010 It is very important to use the same number of columns as in your first file in each of your subsequent files to prevent problems with auto merge fields in Mail Merge. Open MSWord and the file for Mail Merge you saved earlier. A dialog box warning you that the SQL commands for the Mail Merge will run on the file will open. Click Yes: 15
16 Your formatted file will open: Next, open your current call number file. Under Select Recipients, go to Use Existing List and choose your file: 16
17 It will open looking similar to this: Click on Preview Results to see the new labels: From here, you can either Finish & Merge and then Print Documents or Edit Individual Documents. 17
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