Wiley Mastering InDesign CS5 for Print Design and Production
Contents
1. simultaneously while keeping them large enough on screen to actually read most text Ultimately like RAM designers can never have too much screen real estate when dealing with panel based creative pro applications The point is Adobe knows that InDesign is a forest of panels The vast majority of the appli cation s functions are contained on panels which is a far more efficient way of doing it than in dialog boxes Dialog boxes while open prohibit accessing the document to do something to two objects individually via a dialog box requires more steps than doing it through panels which are always onscreen The downside to panels is of course that they re always onscreen always taking up space Next we ll go through the various methods Adobe has built into InDesign to enable you to organize panels I ll also offer some advice on which ones you can safely keep off your screen PANELS 3 The Panel Dock The dock is InDesign s attempt to organize panels on single monitor systems or anywhere where space is at a premium Dragging panels to the side of the application window causes them to become labeled icons in the panel dock a top to bottom reserved area of the application window see Figure 1 1 In some programs such as Photoshop and Illustrator the icons initially appear unlabeled result ing in a much slimmer dock and consequently a wider document working area FIGURE 1 1 TES TOETSE RAAR The InDesign CY Paces panel2. I can see the cover line now Run InDesign from Your iPod I ll have to talk to my publisher s marketing team Customizing Application Defaults Is there a way to change the default font swatches hyphenation options whatever Collectively it s probably the most common question I m asked Answer Yes If you can change the font family and style in the Character panel you can change the default font Likewise with creating new default swatches and removing the swatches with which InDesign ships In fact if you can do almost anything you can make it the new default Just do it with all documents closed Open InDesign without a document and look at the panels If an option is grayed out you can t change its default If it isn t grayed out well there you are Do you want hyphenation turned off by default instead of on Uncheck the Hyphenate box on the Paragraph panel choose Show Options from the panel flyout menu if you don t see it To remove swatches you rarely use open the Swatches panel and delete them Add new swatches you use regularly like corporate colors by adding them to the panel with all documents closed Every new docu ment from that point forward will use only the swatches you see there or will leave hyphenate unchecked or whatever change you want to make To change the default font open the Character panel and change the font Done Well not entirely You see InDesign has a default paragraph style When you change type opt
3. them the defaults only for new documents existing documents will use the defaults set at the time of their creation SHARING CUSTOMIZATIONS Many ofthe customizations we ve covered in this chapter can be easily shared with others in your workgroup Things like workspaces keyboard shortcuts autocorrect pairs find change queries and more can be shared and standardized across your team In Chapter 14 Collaboration you ll learn how you ll also learn about the more powerful means of document and page collaboration available with InDesign CS5 The Bottom Line Organize Panels and Use the Panel Docks Docks and other options make organizing pan els in the workspace easier than ever before Master It Beginning with the default workspace open all the panels you expect to use in most projects and close those you won t Now using grouping stacking docking or just free floating panels arrange the panels to fit your work style and leave yourself as much room to work on documents as possible Customize Keyboard Shortcuts Adobe couldn t assign a keyboard shortcut to every thing there just aren t enough keys so it did its best Many of your favorite commands may not have shortcuts or may have shortcuts you dislike You can add or change keyboard shortcuts for any command in InDesign Master It Just for fun create keyboard shortcuts for each of the object effects Basic Feather Bevel and Emboss and so on Remove Parts of InDe
4. v w Spread v Page Site Preset v Layout Options Align Distribute b i Other V Panels You Don t Need So upgraded is the Control panel in fact that it negates the need to use some other panels almost entirely Conversely you can elect to hide the Control panel saving yourself some vertical screen real estate The main advantage to using the Control panel is its context sensitive nature BARS 11 depending on the task at hand it contains the majority of controls options fields and buttons from the Transform Align Character Paragraph and Table panels as well as some from the Stroke Text Wrap Effects Character Styles Paragraph Styles Object Styles and other panels All these controls share the same space onscreen which is far less real estate than the respective pan els consume individually even with panel docking and other space saving options Although the options on the Control panel are not comprehensive replicas of all the dedi cated panels mentioned in the previous paragraph you may need more only on rare occasions Consider your unique workflow and examine what is and isn t available on the Control panel to be sure but you can probably safely hide the following stand alone panels and reclaim the space they would occupy for other panels not duplicated on the Control panel Character Paragraph Table Transform 9 9 9 Align On the other hand if you prefer using the individual panels personally I pref
5. you will learn to Organize panels and use the panel docks Customize keyboard shortcuts Remove parts of InDesign to create lean workflow specific installations Change the default font colors and more 9 9 9 Carry your personalized InDesign work environment in your pocket or on your iPod Panels Since April 2005 when Adobe and Macromedia announced their intent to merge users of InDesign or any of either company s products have speculated about the user interface that would result from combining two of the most acclaimed user interface design teams in the business Creative Suite 3 was that result the Adobe UI which Creative Suite 5 continues to improve upon and refine 2 CHAPTER 1 CUSTOMIZING The Adobe UI is growing ever more efficient in its use of screen real estate and ever more user customizable to facilitate your personal productivity within InDesign and the other Creative Suite applications Panels can be free floating tabbed stacked grouped together into vertical panel bars la the old Macromedia applications and condensed into narrow icon and title tiles Given the fact that InDesign CS5 has an unprecedented 56 panels you ll likely employ several panel arrangement forms concurrently Hands down the most efficient way to organize the InDesign workspace is across dual or triple monitors preferably monitors of the same size and resolution Although the vast majority of users don t need all 56 panels opened at o
6. 5 ft Contribute C55 Bridge CS5 4E ADOBE EXTENSION MANAGER C55 Fig instan FY exchange A heip Enabled Extension a Verson i Text Ruler 7 0 0 751 it Text Style P 7 0 0 281 Ado al Text Walker 7 0 0 28 Oa Text Wrap 7 0 0 28 Adobe E Text Wrap P 7 0 Bl Text Wrap P 7 0 0 26 Ado Bi Thesaurus P 7 0 0 286 Adobe Systems Incomaorate Tool Box 7 0 0 28I Adobe Systems Incorparated mh Tanl Tinn TAn oa Desoipton Tool Box Installation Files C Program Fides Achstes Adobe Tr Dean 55 log imun Tees Beso agin Disable any plug ins neither you nor InDesign need to do your job you ll have a leaner InDesign with less demand on your system RAM If you re not entirely sure what a plug in does highlight it at the bottom of Adobe Extension Manager you can view a description and advanced information about any selected plug in Although the resulting description isn t guar anteed to be illuminating it might offer some clues Unfortunately Adobe Extension Manager typically offers much less information about plug ins and their dependencies than the much more verbose Configure Plug Ins utility it replaced Ah progress When in doubt about what a plug in does and whether you need it try disabling it and look for the absence of what you think it does Why would I want to disable some plug ins For many of the WORKSPACES 21 same reasons you d want to disable some menus a cleaner display the aforemention
7. CUT FUNCTION comma Apply solid color to fill or stroke period Apply gradient to fill or stroke slash Remove color from fill or stroke W Toggle between normal mode and the selected preview mode The Control Panel The Control panel a favorite among users since its introduction in InDesign CS 1 PageMaker Edition is context sensitive to the tool and task at hand offering a compact quick access point for the most common features and options While you re editing text for instance the Control panel goes into Character or Paragraph mode two transposable sets of fields and controls that offer among many other things the ability to change the font family style and size as well as paragraph alignments spacing and indents When you re working with tables though the Control panel transforms to offer table specific controls such as the number of rows and col umns cell alignments and insets In all there are four modes dependent upon what you re actually doing in the document working with objects characters paragraphs or tables Figure 1 7 shows all four modes FIGURE 1 7 ae aH qom b ER 00 dfe eee act Para GU iE tE 3 HE te sA X gp che ao gy fers al m TET The four a ee geer TTT lt EEEn ITE T EG A hora a E Eom Ele Eie modes of the I AEM TT o E at Efir TE Engl Lisa Sees m p Hm A mox omo EE aHa TES ER E 8 pax Pagat a EF Ea Em e E
8. Chapter 1 Customizing Creative efficiency If you read the refreshingly short introduction a few pages previous you know that I believe the phrase creative efficiency to be among the most important ideals of our profession of designing for or placing ink on paper To realize your creative potential to enable the creatives working under you to realize their creative potential you must minimize the impact of your tools on the process of creating Accomplishing that requires modifying tools like InDesign making them emulate how you work as much as possible Software computers in gen eral is far from the point where it will truly work the way humans work the way humans think We are still forced to conform our methodologies and thinking processes to fit within the narrow boxes sitting under our desks to a point Whenever possible and with InDesign CS5 much is possible customize the software to fit your work and the Preferences as closely as you can While the idea of rearranging panels or modifying menus may seem superfluous compared with other topics in this book I ve placed this chapter first because ultimately how you custom ize InDesign directly affects how efficiently you use the page layout application to learn and use anything else you might read in this volume Customizing InDesign shifts that dividing line between the software working for you and you working for the software further toward the former In this chapter
9. FIGURE 1 13 Customizing menus Menu Customization Save Save As Delete Set InDesign Defaults Modified Category Application Menus Hd Application Menu Command E Hone Visibility Red Window StylesSubmenu Orange Arrange Yellow Workspace Green ColorSubmenu ETE E Control Violet Editorialsubmenu Gray Effects m Extensions Blue info None Interactive Blue Layers Blue Links None Object amp Layout None Output None Pages Blue Stroke None E Blue 18 CHAPTER 1 CUSTOMIZING a Real World Scenario CUSTOMIZING INDESIGN TO EASILY CREATE WORKFLOW FOCUSED WORKSTATIONS I was asked to improve the workflow of a high school newspaper The request came from Pam the editor in chief and a teacher at the school Pam was exasperated with her paper s workflow She had good reporters and editors but none of them had had graphic design training despite the fact that they laid out their own copy and photos and worked up advertisements for the paper s local sponsors Her teenage staff probably knew more about technology than either Pam or me but they were prone to let s say experimenting with imagery and effects They had a tendency to try to reproduce in their articles and ads anything that caught their eye in any medium other newspa pers magazines printed advertisements broadcast media the Web and m
10. Styles Pathfinder KS PANEL Preflight Preview Script Label Scripts Separations Preview Story Stroke Swatches Table Table Styles Tags Text Wrap Timing Tool Hints Track Changes Transform Trap Presets PANELS Expand or contract the entire dock inclusive of all the panels it contains by clicking the double arrow symbol at the very top of the panel When the panel is in icon only or collapsed tile mode arrows will point inward toward the application workspace and away from the edge when the panel is expanded arrows will point outward toward the edge of the screen You can also double click the empty dark title bar of the dock or Cmd click Ctrl click it to toggle between expanded and collapsed states Arranging Panels To add a panel to the default dock drag the panel s title tab over the empty area of the dock beneath the lowest panel When your cursor is in position a colored horizontal line will appear across the dock Release the mouse button to drop the panel into the dock at that point Remove panels from the dock by dragging the title or icon not the gray bar above them out from the dock into the empty application area When you release the mouse the panel will become free floating Some panels you ll notice are grouped when you click the title of one to extend it other panels are tabbed behind it see Figure 1 2 These are grouped panels Collapsed their grouped arr
11. Tools panel Customization options for the Tools panel are limited to two choices Whether it s docked or free floating How its tools are arranged in the now standard single column array as a single row or in the nostalgic two column format see Figure 1 6 The first option docked or floating is set in the same manner as any other panel drag it toward or away from the screen edge When docked it uses the entire screen s worth of vertical space because other panels cannot be docked beneath or above the Tools panel That s the con The pro of course is that when the Tools panel is docked document windows automatically resize around it never over or underlapping it as they would do in versions of InDesign prior to the introduction of docking in InDesign CS3 8 CHAPTER 1 CUSTOMIZING FIGURE 1 5 The Tools panel FIGURE 1 6 The three arrange ments of the Tools panel Selection Tool Direct Selection Tool Page Tool Gap Tool m T Type Tool i s Type on a Path Tool shitet Line Tool Q Pen Tool P e Add Anchor Poinz Tool dy Delete Anchor Paint Teal Convert Direction Point Tool Shitt Ho m x Recangk Frame Tool F m j Rexange Tool M Ellipse Tool L QD Elipse Frame Tool WS Polygon Frame Tool NW ERZEXEENSB SIrex E Scissors Tool m MP Free Transform Tool E 2 Rotate Tool Scale Tool Gradient Swatch Tool Gradient Feather Tool Note Tool Ha
12. angement is indicated by their icons or tiles contained within a light gray rectangle with a common gray bar atop them If you do drag the gray bar away from the dock you ll detach the entire group of panels Once detached they will be a free floating group of tabbed panels Grouped panels both on the dock and free floating are one at a time views In other words if the Stroke and Color panels are grouped as they are in the default Essentials workspace you can view only one or the other not both simultaneously FIGURE 1 2 IULII Grouped panels g Paces extended with age LAYERS other groups Qe LINKS collapsed MITTIT ROKE BH SWATCHES VA pi ee Je EFFECTS A T OBJECT STYLES dill PARAGRAPH STVLES CHARACTER STYLES an Rearrange panels in the dock by dragging their icons or tiles vertically A horizontal line will indicate the new location of the panel should you drop it A rule between the panel groups in the dark area of the dock background will reposition the panel or group to that point outside other groups Dropping it within the area of a group of icons or tiles however will add the panel to the group Dragging the gray bar of a grouped set of panels will reposition the entire group or merge it into an existing group 5 6 FIGURE 1 3 CHARACTER Stacked panels meme oA Regular ERES EQex CHAPTER 1 CUSTOMIZING InDesign can actually contain docks on both sides of the applicat
13. arate Show Hide command under Window gt Type amp Tables To use a panel in the dock click its collapsed icon or icon and title It will expand out to the side revealing the entire panel Collapse it back into the panel either by clicking the double arrows pointed toward the dock by clicking on the title tab of the panel or by clicking its icon or icon and title again Only one panel per dock may be extended at once and by default the last used panel will remain extended until you collapse it If you d prefer that panels immediately collapse back to their icon or tile state as soon as you finish with them right click the dark gray dock title or an empty area of the dock itself and choose Auto Collapse Icon Panels you ll also find the same choice in the Preferences on the Interface pane 4 CHAPTER 1 CUSTOMIZING TABLE 1 1 InDesign panels and their icons ICON PANEL e ro Fat L Ei n BS E ti iQ Access CS Live Align Animation Assignments Attributes Background Tasks Bookmarks Buttons Cell Styles Character Character Styles Color Conditional Text CS News and Resources CS Review Data Merge Gradient Effects ICON PANEL bi Ge 0 n 4 t a E Flattener Preview Glyphs Hyperlinks Index Info Kuler Layers Links Media Mini Bridge Notes Object States Object Styles Pages Page Transitions Paragraph Paragraph
14. ce is added to InDesign Windows by the inclusion of the Eyedropper Tool apln plug in the Print dialog box is PrintUI InDesignPlugin on the Mac The InDesign executable mostly acts as activator to run those plug ins and glue to allow them to work together There s also an extra layer of organiza tion on Windows that isn t on the Mac Windows users will note the Program Files Adobe Adobe InDesign CS5 Required or Program Files x86 Adobe Adobe InDesign CS5 Required folder which contains IDRC plug in files As the name implies everything in the Required folder is required for InDesign to fulfill its base purpose In the Plug Ins folder are all the optional plug ins the ones InDesign can function without Most you wouldn t want it to run without though For example you could pull out Page Setup Dialog apln but then you wouldn t be able to alter page sizes On the Mac plug ins aren t so easily differentiated because required and nonrequired plug ins all share the InDesignPlugin extension 20 CHAPTER 1 CUSTOMIZING InDesign can function to one degree or another absent any of the nonrequired plug ins Therefore if some or all of the people in your workgroup have no need of something like say hyperlinks and the Hyperlinks panel or type on a path you can save a little system overhead and tidy up the InDesign interface a bit by disabling the plug ins that add those functions In past versions plug ins were managed from the Configure Plu
15. dock ge LAYERS So LINKS STROKE HB SWATCHES g color Je EFFECTS hd OBJECT STYLES PARAGRAPH STYLES InDesign can have icon only docks too they just don t appear that way in the default work space To slim down an InDesign dock to icon only mode and reclaim most of the horizontal space for the working area drag one edge of any collapsed panel in the dock toward the opposite screen edge refer back to Figure 1 1 When you get to within 18 or so pixels of the edge the dock will snap into icon only mode Conversely dragging outward from the screen edge will widen the dock first making labels appear perhaps truncated and then increasing the space for them Adobe branded nearly all its applications and technologies with color coded two letter signi fiers strongly reminiscent of elements on the periodic table The kaleidoscope of icons makes for a brighter desktop Start Menu or OS X Dock while as a counterpoint the workspaces of Adobe applications themselves become a cool cornucopia of grayscale icons every panel now has its own associated icon displayed within the application dock For easy reference Table 1 1 pairs all the panels with their associated icons Astute observers will note that the table includes only 53 icons The Tool and Control panels cannot be collapsed fully so they have no icons Nor does the Cross References panel which is permanently fused to the bottom of the Hyperlinks panel despite having a sep
16. ed smaller RAM footprint and to limit workstation installs to only what is required of the user s workflow If your team works in a strictly print workflow for instance and never exports to HTML or Flash you can remove commands panels and everything else to do with hyperlinks rollover buttons sound and video HTML export and so on I can tell you from personal experience that using Extensions Manager to disable things like the Tools panel Tool Box ap1n on someone else s computer is also an amusing practical joke Just be kind enough to let the victim in on the joke before too long or leave this book nearby opened to this page and I ll take the blame Workspaces Now that you have InDesign customized to your personal work habits with this panel stacked over here another dozen panels collapsed to icons in a dock three more stacked and several pan els hidden menus color coded and customized and keyboard shortcuts totally customized it s time to scare you Everything you just did will evaporate the first time InDesign s preferences get corrupted They get corrupted often no more so than other applications but that s too often All your customizations are saved into the application preferences a flimsy little ASCII text file with all the resiliency and tensile strength of wet newsprint Sneezing too hard in the gen eral direction of your computer could tear and corrupt the preferences Then where would you be That s right trying t
17. els have expanded views with additional options controls or fields hidden by default Switch between the compact and expanded views by choosing Show Options or Hide Options from the panel flyout menus As we deal with each panel s expanded controls throughout the rest of the book I ll usually remind you to show the expanded view However since this book is written as a focused manual for using InDesign in professional print design and production work flows rather than as a soup to nuts InDesign CS5 reference book some panels won t even be men tioned in later chapters Always check for the Show Options command on a panel s flyout menu Another way to discern if a given panel has multiple states is the presence of double stacked arrows in the title tab see Figure 1 4 Clicking the arrows cycles through the states of any palette condensed expanded and minimized Double clicking the title tab of the panel itself accomplishes the same state cycling as clicking the arrows FIGURE 1 4 A multistate panel E a the Gradient panel locie 95 Angin a shows a double arrow Revese fa in its title tab Left The condensed state Right The expanded or options state The Tools Panel You ll use the Tools panel more than any other All your tools are there as are basic fill and stroke color controls and preview modes In Figure 1 5 I ve identified each of the tool icons and different parts in an exploded view of the
18. er difference though is that the Application bar can t be hidden on Windows Whether you want them or not Go to Bridge and the other menus and buttons are a permanent fixture in your copy of InDesign CS4 or CS5 There is a silver lining though Unlike on a Mac the Windows version of the Application bar is usually low profile It s unified with the application menus and minimize maximize and exit buttons to form a concatenated single Application bar that takes up very little extra vertical space than that required by the menus Even the screen wasting title bar is omitted Note that in some default workspaces on Windows the Application bar appears as its own toolbar independent of the menu bar and thus takes more vertical screen space Despite the obvious ability of the InDesign engineers to reposition the Application bar there remains no user interface for you and me to move or hide it KEYBOARD SHORTCUTS 13 Application Frame Exclusive to the Mac version of InDesign owing to the differences in the way Mac and Windows handle application and document windows is the option to attach all the panels and toolbars to a document window Normally on a Mac the Application bar and Control panel are docked directly beneath the menu bar the Tools panel is docked to one side of the screen and other panels are docked to the other side of the screen Document windows are their own constructs that can be moved and resized without affecting the pos
19. er using the Character Paragraph and Table panels rather than the Control panel most of the time drop the Control panel and reclaim that space With such a panel laden application where docking grouping and stacking panels and multiple monitors merely mitigate screen overcrowding and a claustrophobic document workspace rather than solve it repossess any pixels you can Bars With 56 default panels Adobe could market InDesign under the tagline There s a panel for that Of course that would infringe on Apple s There s an app for that trademark but in the ongoing feud between Apple and Adobe one more tiff would hardly be noticed By the same token InDesign could also infringe on the trademark of Apple partner AT amp T with Fewer bars in more places That s right folks InDesign has toolbars though it has fewer bars than your average cell phone COMMAND BAR R I P If you re upgrading directly from InDesign CS3 to CS5 as are many of your peers and this book s readers you may notice that Adobe did away with the Command Bar Or you might not notice hardly anyone used it which is why it disappeared as of version CS4 Activated from Window gt Object amp Layout gt Command Bar in CS3 this horizontal toolbar included buttons for common functions like Save Open Print and Check Spelling buttons to toggle bullets numbering and left and right indents on or off and quick launch buttons for Photoshop Illustrator and Acr
20. esignNInDesign CS5NVersion 7 0Nen USN Windows XP 2000 Documents and Settings your user name Application DataN Adobe Adobe InDesign CS5 Version 7 0Nen USN ARE YOUR FILES HIDDEN OR RESTRICTED By default Windows all recent versions hide certain folders and files to protect them Unless you or yourIT department have specifically told the operating system to show those files to you you may not be able to interact with them First you ll need to unprotect and or unhide these files Here s how 1 Onthe Start menu select Control Panel which will either open a new Explorer window showing your Control Panel folder or list the contents of the Control Panel folder directly in a submenu on the Start menu In either case choose Folder Options which opens the Folder Options dialog box Go to the View tab 3 Inthe Advanced Settings section select the Show Hidden Files and Folders radio button under Hidden Files and Folders To also see file extensions deselect the check box beside Hide Extensions for Known File Types Click OK You may need to restart Windows for the changes to take effect CUSTOMIZING APPLICATION DEFAULTS 23 Within those folders you should see a subfolder for Workspaces Open that and you ll find an XML file of the workspace you just created Go back up to the Menu Sets folder to find your recently created menu set At the same level as both of those folders you ll find others called InDesign Shortcut Sets Autoc
21. ew Shortcut field is Context Every keyboard shortcut can be targeted to certain types of tasks You could for example bind Cmd Shift X Ctrl Shift X to Edit gt Cut only when working with tables While working with text with XML selections within alert and dialog boxes in the new Presentation mode and in all other circumstances it will not invoke the Cut command In fact if you set the Context field to Table now you ll see that the Currently Assigned To notice no longer says Normal Horizontal Text Scale That s because the shortcut is bound to that command only in the context of working with text The horizontal scale of text is irrelevant to XML code dialog boxes and the structure of tables and that command and shortcut combination has been assigned to function only where it is relevant when working directly with text If you left Context set to Table and assigned Cmd Shift X Ctrl Shift X to the Cut command that would apply only when working with tables The same shortcut would still invoke Normal Horizontal Text Scale when working with text In other words the same keyboard shortcut can be used six times over for different commands in different contexts 16 CHAPTER 1 CUSTOMIZING There are only so many keys on the OWERTY keyboard only so many modifiers and com binations of keys so customizing keyboard shortcuts in InDesign often entails sacrificing keyboard access to one command for another By the same token just as you can add
22. g Ins dialog box As of CS5 however Adobe has unified the management of plug ins and extensions across all Creative Suite applications into the Adobe Extension Manager an app that ships with the Suite and constitu ent products see Figure 1 14 You can launch Adobe Extension Manager from its application icon or from within InDesign via Help Manage Extensions Windows or InDesign Manage Extensions Mac In Adobe Extension Manager select InDesign CS5 from the Products list to view a list of plug ins and extensions installed in your copy of InDesign Plug ins and extensions are listed with their versions and authors if known and may be selectively disabled by uncheck ing the box in the Enabled column Already disabled plug ins show an empty box in the Enabled column and can be toggled back on with a click in that box Required plug ins those that cannot be disabled without destabilizing InDesign and triggering a planet wide seismic catastrophe even John Cusack couldn t escape appear with a padlock icon to the left of their names and their Enabled column checkboxes are unalterable To delete not merely disable a noncritical plug in select it and click the Remove button that appears to the right of the plug in author s name FIGURE 1 14 Configuring InDe sign plug ins via Adobe Extension Manager CS5 Fle Help PRODUCTS Fl Flash c55 w Fireworks C55 w Dreamweaver C55 Photoshop C55 32 M Ee t InCopy C55 A Hhustrator C amp
23. hat it might have been the newly discovered Ardipithecus Ramidus Ardi Whomever it was should have a statue erected in his honor Maybe there already is I haven t visited the Smithsonian in a few years 14 CHAPTER 1 CUSTOMIZING Keyboard shortcuts save tremendous time and effort and are in my opinion the great est productivity enhancing invention since instant coffee created by Saint Juan Valdez circa 35 000 BCE InDesign is loaded with keyboard shortcuts to speed your work And at this point in the narrative many software book authors would launch into several pages of key board shortcuts or direct you to the back of the book to an index of the same Me Well I have precious few pages in which to cram all the advanced InDesign info I can I m not going to waste 3 to 10 or so of those with something I can give you in a different medium see the sidebar InDesign CS5 Keyboard Shortcuts More important I can give you something even better than a list of keyboard shortcuts I can show you how to set your own keyboard short cuts for just about everything INDESIGN CS5 KEYBOARD SHORTCUTS Even with the ability to customize every keyboard shortcut in InDesign sometimes it s nice to have a list in front of you So I made one Visit http 1ampariah com projects other projects to download a free and printable PDF containing every keyboard shortcut for InDesign CS5 and InCopy CS5 on both Windows and Mac If you choose Edit Keyboa
24. he Visibility column The menu command or submenu will disappear from the application as if it didn t exist To highlight a menu like those that turned blue in the New in CS5 workspace change the color in the third column Sorry no custom colors just the basic rainbow red orange yellow green blue violet and gray for rain clouds I assume Why would I want to remove some commands you might ask Well the vast majority of InDesign users never use everything in the application Do you do any XML work If not you can hide the XML centric commands and unclutter the interface a little Next I d expect you to ask Why would I want to color code my menu commands As you saw Adobe do with its set color coding menus is a great way to learn new features and commands It can also help in memory Where do I set the options for an inline graphic so that it has vertical spac ing Oh duh Here it is Anchored Objects on the Objects menu I colored it red last time I used it six months ago so I d remember where to find it again For you production managers editors and other team leaders customizing menus presents a new level of production control through customized workstation installs without messing with installer scripts or disabling plug ins Check out the sidebar Customizing InDesign to Easily Create Workflow Focused Workstations to see how I helped the editor of one small newspaper keep her staff focused and her layouts clean and press ready
25. idn t need Because the publication is printed only in black ink we disabled Window gt Color and removed the corresponding shortcut preventing the Color panel from being accessed The Swatches panel preloaded with tint swatches of process black and all other colors removed we left available to the students but we disabled the Swatches panel menu commands for New Color Swatch New Mixed Ink Swatch and any other command that would have enabled the creation or loading of colors other than those added to the default palette by Pam We couldn t do anything about the New Swatch button at the bottom of the panel though so we disabled the Color Picker aplnand other plug ins For those thrice annual two or three color special issues Pam will create new InDesign INDT templates contain ing the same black tint swatches and matching tint swatches for the chosen spot color s We turned off access to object effects transparency HTML and XML export and quite a few other commands and panels that the students didn t need in order to write and lay out their newspaper disabling in both the main application menu and in panel and context sensitive menus At the same time we colored menu commands that were new to CS5 or had moved since CS3 to help the students learn the new version To prevent the technology savvy teenagers from undoing everything we assigned custom and difficult to guess keyboard shortcuts to open the keyboard shortcut and menus cust
26. ion window and can have multiple columns of panels arranged side by side in the dock Just as with adding panels to the default right side dock creating and managing side by side docks is done by dragging Begin by creating the first dock and then drag another panel or panel group to the screen edge Bypass the horizontal line indicating that the new panel will appear below the one already there and keep going to the screen edge whereupon a vertical line will appear When you let go the pre vious dock area will be pushed inward with the new panel forming a column on the outside Similarly you ll see a vertical line at the inner edge of an existing dock as well enabling you to add a dock inward rather than outward of existing docks You can keep going adding columns as you like but only within the application window If the dock expands so far that it reaches the other side of the window panels will begin to auto matically collapse into their labeled icon tiles The width of each dock can be set independently enabling you to have a wide labeled tile panel dock beside a narrow icon only dock Stacked Panels Detached or free floating panels have similar arrangement options Drag the tab of one panel atop another free floating panel or group of panels to group them into tabs When your cursor is in position a bold outline will appear all the way around the target panel If you drag too close to the bottom of another panel you ll see a hor
27. ions on the Character or Paragraph panel you are indeed setting new defaults However you aren t chang ing the default styles which can lead to problems later on if you reapply the default styles to text If you re sure of your new font or other type styling defaults make the changes in the Character and or Paragraph panels and then open the Paragraph Styles panel Highlight the Basic Paragraph style choose Style Options from the panel flyout menu and then repeat your changes there making sure to save the style Now your changes will survive a reapplication of the style Experiment with different controls and options You can set new defaults for a great many things when no documents are opened 24 CHAPTER 1 CUSTOMIZING Here I should note three important points After setting your new defaults you should close and restart InDesign to commit those changes to the InDesign preferences saved on your hard drive if InDesign crashes before you ve closed it you ll lose those changes Similarly unlike workspaces and keyboard shortcut sets your newly set defaults are part of the application preferences and can t be saved out to external files Thus if your prefer ences become corrupted and you have to reset them by holding Cmd Opt Ctrl Shift Ctrl Alt Shift while launching InDesign your typeface hyphenation and any other new defaults will be reset to the factory defaults You should also realize that setting new defaults makes
28. itioning on these other elements To facilitate multiple applica tion workflows however you can invert the behavior that treats toolbars and panels as applica tion or screen affixed objects and make them part of the document window see Figure 1 10 Choosing the Application Frame command at the bottom of the Window menu sticks panels and toolbars to the document window enabling you to resize and reposition your work area which makes switching back and forth between InDesign and another application easier Note that Illustrator and Photoshop CS4 and CS5 have similar commands to ease all sides of a back and forth with InDesign FIGURE 1 10 inn File Cdit Layout Tepe Object Table View Window Help Panels and tool eno jp m oct A a E Essenis r 8 O samet SSR a Ene t Dey ee e Alo ou ES ERR me RR PAR vd bars affixed to Sco one flee oB iao o lle Ica p PIRE Sela m Uarhbed 1 m EU the document a gja man window via the ul Application uem Frame com 5 TA mand j IR swarcics CEECEE Keyboard Shortcuts Somebody far back in time invented computer keyboard shortcuts the ability to press a few keys simultaneously to produce the same effect as and in lieu of reaching for the mouse and navigating a menu I don t know who came up with the idea of keyboard shortcuts I think it was Cro Magnon man but there s a strong case being built t
29. izontal line appear only there indicating that the panels will stack rather than group see Figure 1 3 Stacked panels work similarly to docked panels but with several distinct advantages You can see and work with multiple panels at once just as you would free floating panels and they aren t limited to positioning at the screen edge Like docked panels stacked panels can be expanded or contracted into just their icons or icon and title tiles selectively or an entire stack can be expanded or contracted with a single click of the mouse At the top of a stack is a double arrow collapse expand button Clicking it or double clicking an empty area of the bar containing the collapse expand double arrow collapses all panels in the stack into their low profile docked form or expands them all A single close button also hides the entire stack of panels When you move a stack by dragging the top bar all the panels move with it Ay Hrer aw E r IT Elus T H HN as Hre T r Language Engish USA PARAGRAPH B23 33252 xz BR sEm ser ES sEm ES tem STORY iipeeal Margin Alignment eae PANELS 7 Many panels the Pages and Swatches panels for instance are resizable Within a stack they can be resized by hovering the cursor along their bottom edge at the point where they join the next panel down and dragging up or down The cursor will become a double headed arrow as a visual cue Multistate Panels Many pan
30. m Control panel 7 sees im xS wi me E 0o w ax Ber t Re oh ee top to bot Parson Pra ghe m BER fe bbe t IE mel ea E di a E s1 if On Fi BIET tom Object Character Paragraph and Table 10 CHAPTER 1 CUSTOMIZING The very last object on the Control panel s right end a button that looks like three horizontal lines is the Control panel s flyout menu Like the face of the Control panel the commands on the flyout menu are context variable At the bottom of the list the Customize command is con stant and opens the Customize Control Panel dialog box see Figure 1 8 Here by unchecking the show box in the expanding lists you can selectively disable groups of controls or an entire mode Maybe while working with general objects you d rather not see the new Corner Shape controls section on the Control panel To hide the Corner Shape controls expand the Other sec tion of the Customize Control Panel dialog box and uncheck Corner Shape The same goes for anything else you d rather not see on the Control panel Also on the Control panel flyout menu are commands to dock the panel to the top of the appli cation window its default location dock it to the bottom or float it free la PageMaker s Control palette and QuarkXPress s Measurements palette Once free floating the Control panel can be positioned anywhere you like onscreen but always horizontal In addition to using the menu com
31. mands dragging the vertical double bar of dotted lines on the left edge of the panel moves the panel around as well attaching it to or detaching it from the top or bottom edge of the applica tion When you drag a floating Control panel close enough to either the top or bottom edge a thick horizontal line similar to the one you see when docking other panels will appear above or below the panel release the mouse button and the panel will snap into its docked position If you re running a monitor with a horizontal resolution greater than 1024 pixels you should take advantage of dynamic controls in the Control panel All the primary controls of each mode are contained within the first 1024 pixels After the primary controls have been rendered several modes of the Control panel will present additional controls for your convenience In Character mode for example more paragraph centric fields and options will fill the extra space after all character centric fields In Paragraph mode more of the character centric controls slip in there The idea of course is that if you have the space to use InDesign will use it to save you a few times toggling between Character and Paragraph modes FIGURE 1 8 Customize Control Panel Customizing the We z Control panel v Character lt z w Paragraph v Paragraph Alignment v Paragraph Indents v Paragraph Spacing v Bullets amp Numbering v Paragraph Style v Baselne Grid v Text Columns p w Tables lt
32. multiple shortcuts to Cut other commands already have multiple shortcuts Do they need two or three Probably not which means their extras are fair game for commands that don t have any Other commands have shortcuts you ll never use put those key combinations to better use If you use the Gradient Feather effect often give it a keyboard shortcut it doesn t have one by default although the Drop Shadow command does Cmd Shift M Ctrl Shift M The Product Area drop down list mirrors the structure of menus but includes a lot more even commands not found on the menu bar Object Editing for instance includes all sorts of align distribution scale and nudge commands that simply don t have counterparts on any menu and would normally require mouse work Explore the dialog box changing and testing shortcuts until you have all your most used commands shortcutted and InDesign works your way The folks at Adobe did a great job in setting keyboard shortcuts on the commands most used by the average InDesign user but they had to leave it up to you to tailor the program to your unique workflow Keyboard shortcuts various panel arrangements and customizations even customizable menus are available to tailor the program to you Use them Menus Yes you read me right In InDesign CS3 and later you can customize menus Photoshop CS2 and its now retired prot g ImageReady C52 introduced the idea of customizable menus Odd as it may sound it s a pret
33. nce many panels such as Layers Pages Swatches Index Hyperlinks Scripts Links and the five styles panels tend to grow in utility and convenience according to their heights The more space you give such panels the less scroll ing you ll have to do which means the faster you can access the layer page swatch style or whatever it is you need Cn Real World Scenario USING MULTIPLE MONITORS On my primary production computer I use six monitors with the first containing the InDesign application itself and the Control and Tools panels the second completely filled with my most often used 28 panels and several other panels those I use once in a while taking up about half of the third monitor in their collapsed button states The remaining two and a half monitors use for whatever other application I need open concurrently with a particular InDesign project Often that s InCopy but just as often it s a digital asset manager like Bridge or ThumbsPlus and sometimes Illustrator Photoshop or multiple windows of Microsoft Word or Acrobat Another interesting multiple monitor InDesign scenario l ve seen is two 32 inch Apple Cinema displays stacked vertically rather than the more common setup of side by side monitors The stacked monitors are used by a newspaper workflow for which 1 consulted in InCopy and InDesign With the monitors stacked the layout editor can proof two complete spreads four pages of the paper one spread per monitor
34. nd Tool Zoom Tool Swap Fill and Stroke Stroke Formatting Affects Text A Default Fill and Stroke 4d Formatting Affects Container gi Apoty coc lg Apply Gradient m 7 Appi None Num k i n le T Ma f zx a Sec EI 3 A q e E ej A Hi L3 PANELS 9 The second option whether to display the Tools panel in single column double column or single row mode is set in the Interface pane of InDesign s Preferences InDesign gt Preferences on the Mac and Edit Preferences on Windows Easier than going that route however is to click the double arrows at the top of the Tools panel When the Tools panel is floating the double arrows will cycle it through the three states If docked however the double arrow button will toggle only between vertical single and double column modes Although the single column and single row modes have the advantage of consuming less screen real estate they have a seeming drawback as well fewer options The three apply buttons near the bottom don t fit in the slimmer modes nor does the Normal view button at the very bottom Fortunately Adobe made up for their absence with keyboard shortcuts If you opt to use one of the Tools panel s slimmer arrangements or just like the efficiency of keyboard shortcuts memorize the shortcuts in Table 1 2 TABLE 1 2 Keyboard shortcuts for Tools panel features hidden by single column and single row modes SHORT
35. ndow gt Workspaces Note the dock on the right wherein several panels have been hidden and replaced by others not shown after first installing InDesign The Essential workspace will return everything short cuts menus panels to out of the box InDesign Anytime you customize InDesign save your workspace by choosing Window gt Workspaces gt Save Workspace Supply a name and your workspace will be added to the Workspaces menu ready for instant restoration in the event of a Preferences corruption and subsequent reset or if you change things around to fit a particular project That brings me to another key point You can have many many workspaces Sometimes you need these five panels showing some projects require those six others and yet other types of proj ects require a dozen or more all with options showing Make workspaces for each of your typical types of projects Strictly print projects for instance aren t likely to need the Hyperlinks panel 22 CHAPTER 1 CUSTOMIZING whereas creating a publication that will be distributed only on the client s website as a PDF does need Hyperlinks and probably doesn t need the Separations Preview and Trap Presets panels By employing multiple project specific workspaces you can further reduce panel clutter by limiting the application to only what the one type of project needs without the chore of having to manu ally open close and arrange panels every time you switch to a different task or
36. o Bridge button on the new Application bar It remains in both places in InDesign CS5 CS5 also includes the Mini Bridge panel but that s a topic for a different chapter On the Mac the Application bar can be toggled on or off with a command at the bottom of the Windows menu Within the Application bar you ll find the application icon the stylized ID for InDesign a Go to Bridge button and alternate menu driven means of accessing document zoom level common show hide commands from the View menu preview modes and work spaces In addition exclusive to the Application bar and available nowhere else in InDesign the Arrange Documents menu enables you to arrange multiple open documents windows in a diz zying variety of stacks tiles and flotillas see Figure 1 9 You ll also find a search field to help you find topics in the InDesign help as well as a button to access the new CS Live online features of Creative Suite 5 FIGURE 1 9 ID BH ower gt ete me ESSENTIAPS E E Q aua cs ie The Application ID Fle Edt Lut Tyee Objet Tk view Woww Hee BO e Pu x N ESSENTIALS O reece Sl bar on the Mac top and Windows bottom Showing the Application bar on the Mac will cause the document zoom percentage display to disappear from the status bar hiding the Application bar puts the zoom percentage dis play back in the status bar The Application bar is very different on Windows It contains all the same features as the Mac version A bigg
37. o remember all the original keyboard shortcuts while stumbling all but blind through the original configuration of panels Of course there s a solution to prevent the loss of your customizations And I ll explain that solution in detail in the sequel to this book Mastering InDesign CS5 for Print Design and Production Rebooted due out from Sybex next year Don t let your preferences get corrupted before then Just kidding I was doing an impression of a typical local news anchor Tune into our six o clock broadcast to find out what s killing area children and could be killing your child right now Yup tune in at least three hours after your child has been presumably slain to learn that children are being given two desserts in the school cafeteria on Fridays InDesign has for several versions now had the ability to save panel previously palette lest we forget the tragedies of yesterday arrangements as workspaces Workspaces are so much more though They save menu customizations keyboard shortcuts and panel arrangements It s the last part that s the most important because while you can save and restore sets of keyboard shortcuts and menus workspaces are the only way to record panel arrangements When we looked at menu color coding a few pages ago the New in CS5 option you chose from Window Workspaces was a workspace You may have noticed that loading it also rear ranged your panels If you missed that load up New in CS5 again from Wi
38. obat If you re among the proud few who used the Command Bar I have the sad duty to inform you that it is no longer a part of InDesign With the exception of the quick launch buttons all its functions are now exclusively part of the Control panel or menus Oranew toolbar called the Application bar that has a half finished look and an in some future release I ll be a better Command bar vibe 12 CHAPTER 1 CUSTOMIZING Application Bar In an ongoing effort to get people to use the entry level digital asset manager Adobe Bridge and through it buy stock photography and subscribe to Adobe RSS newsfeeds Adobe has since the initial release of Bridge in Creative Suite 1 been integrating some say infiltrating all the major applications like InDesign with commands and buttons to launch Bridge InDesign C53 brought us a Control panel button named Go to Bridge which also doubled as a menu to access the short lived Adobe Stock Photos As a part of the Control panel that Go to Bridge button menu could be easily hidden via the Customize Control Panel dialog box which may be part of the reason Adobe Stock Photos never succeeded and was killed by the time CS4 debuted Adobe Stock Photos and Adobe RSS newsfeeds free Bridge CS4 found its way into InDesign CS4 not as a Control panel section that a user could hide but instead as a Browse in Bridge com mand on the File menu which is obliterable via menu customizations and as a nonremovable Go t
39. omization dia log boxes and to revert to the default workspace thus restoring access to the Window gt Workspace menu and everything else so that Pam could later change the customizations if needed We changed the default shortcut for InDesign s Preferences and then hid them all from appearing on the Edit and InDesign Mac menus PLUG IN CUSTOMIZATION 19 As a last step after making all the menu and keyboard shortcut changes and showing and arranging all the required panels we saved all the presets individually and created a new workspace that unified these settings The result was a lean InDesign installation completely customized to the needs of the school newspaper and bereft of anything that didn t have a place in the workflow The final step was to copy the shortcut set menu set and workspace from the build machine to the staff s workstations and load the preset workspace that mirrored the workstations to the build machine Pam tells her students that the customized InDesign is the long rumored Adobe InDesign Elements anew product built specifically for black and white newsletter publishing that Adobe is test mar keting among several schools and newspapers Of course these changes couldn t prevent a student from drawing something completely inappro priate in Illustrator or Photoshop and then placing it in InDesign Both of those applications have similar customization features and we limited some of their functionality on the works
40. orrect Find Change Queries Glyph Sets Print Presets Preflight Presets and more Note that you may not see all of those folders they re created the first time you save a customization in that respective area of InDesign If you ve not yet created Autocorrect replace pairs saved Find Change queries or created a custom Glyph set you won t have folders for them All of these folders store personal per user settings that are machine and even platform independent You can pick up these files by copying the entire Version 7 0 folder carry them to any other installation of InDesign CS5 on the same platform Windows or Mac copy them to the same locations on the new machine and have access to them at that workstation just as you would your own When you launch InDesign your copied workspace will be on the Window gt Workspaces menu your keyboard and menu sets in the Keyboard Shortcuts and Customize Menu dialog boxes Sets drop down lists and your Autocorrect Find Change and Glyphs sets where they belong I cover each later in this book In fact if you re handy with scripting you could prob ably write an AppleScript or VBScript or BAT file that upon execution on a target workstation copies the Version 7 0 folder from the USB drive to the hard drive You can even store your portable InDesign settings on your iPod which if you didn t realize it can hold any type of data not just music and videos That would sell a few copies of this book
41. ost often MySpace com All of this despite the fact that the paper was one color with thrice annual special editions going to two or three colors Before putting the paper to bed every week Pam lost a night of sleep fixing the staff s experiments and converting too similar color pairings like RGB deep purple and dark red to colors that would contrast in 85 LPI black on newsprint When the school board delivered InDesign with its object effects attribute level transparency and other features Pam foresaw her one night of cleanup and fix stretching into a night and a day The students designs she said will only get wilder Because Pam had classes to teach and because students class schedules varied staffers often worked in the paper s office without supervision The teenagers who by their own admission know far more than we experienced old fogies simply couldn t resist engaging in experimental design that we old folks just don t get Some features of InDesign would improve the productivity and creativity of the staff but other features would make more work for Pam This was the problem The solution was to customize the menus Armed with the character of the publication B amp W 85 LPI newspaper the list style presentation of commands in the Menu Customization dialog made it easy to compile a list of what commands and panels staffers needed and what they didn t Then it was just a matter of turning off what they d
42. project InDesign in Your Pocket Or InDesign on a Stick a USB stick thumbnail drive flash drive Although you can fit InDesign and all its component plug ins on most portable USB flash drives it won t run from there Well I m sure somebody could get it to run but I think that would violate the EULA What I mean by the title of this section is taking your InDesign in your pocket your unique configuration and work habits and sitting down at any workstation and in 30 seconds or less making any copy of InDesign CS5 work exactly like InDesign on your main computer complete with panel arrangements keyboard shortcuts menus and even your own autocorrect settings and Find Change queries It s exceedingly simple really First make sure you ve created a new keyboard shortcut set a new set of menus and a new workspace Create and save them in their respective manners Nothing here is permanent so please don t feel pressured to create the perfect workspace or cus tomize everything right now Just do something simple for each save the set and close InDesign Now open a Finder or Explorer window and navigate to the following InDesign folder Note that if you can t get to the folder if it s marked as protected or hidden or you just can t see it check out the sidebar Are Your Files Hidden Mac your user name Library Preferences Adobe InDesign Version 7 0 en US Windows 7 Vista Users your user name NAppDataNRoami ngNAdobeNInD
43. r F5 shortcuts instead of InDesign s shortcuts which use the left and right brackets Of course InDesign isn t PageMaker or QuarkXPress so not every command or keyboard shortcut from one has a place in the other the shortcut sets are not total conversions but helping hands To create your own set click the New Set button and name the set or begin a change and answer Yes when prompted Go ahead and create a new set now just to practice while you go through the rest of this section While working in your set remember to save it from time to time with the button at the top If after working through this chapter you elect to eject the shortcut set simply choose it in the Set drop down list and click the Delete Set button Returning to modifying the Edit Cut command let s say that instead of removing the default shortcut you d like to add a second shortcut You d like both Cmd X Ctrl X and Cmd Shift X Ctrl Shift X to effect a cut In that case to add a shortcut position your cur sor within the New Shortcut field at the bottom of the dialog box and press the new shortcut Note to Windows users You cannot use the Windows key as a modifier within the applica tion Beneath the field you should see a warning that Cmd Shift X Ctrl Shift X is already assigned to the Normal Horizontal Text Scale command If you click the Assign button you ll strip Normal Horizontal Text Scale from the shortcut and assign it to Cut To the right of the N
44. rd Shortcuts to launch the Keyboard Shortcuts dialog box see Figure 1 11 you can assign a keyboard shortcut to any command in InDesign change the short cuts already assigned and create portable sets of shortcuts more on portability later FIGURE 1 11 Keyboard Shortcuts Editing keyboard Set shortcuts Defauk New Set Product Area Show Set Edit Menu Commands Assign Profiles Cancel Check Qut KEYBOARD SHORTCUTS 15 From the Product Area dropdown menu select Edit Menu which lets you view and customize commands on the application s Edit menu Click Cut in the Commands list Its shortcut Cmd X Ctrl X will appear in the Current Shortcuts field beneath the list Don t like that shortcut Click Default Cmd X or Default Ctrl X to highlight it and then click the Remove button InDesign will promptly notify you that you cannot modify the Default set of keyboard shortcuts and ask whether to create a new set for your customizations InDesign can contain multiple keyboard shortcut sets In fact if you look toward the very top of the dialog box you ll see that it already had three Default Shortcuts for PageMaker 7 0 and Shortcuts for QuarkXPress 4 0 If you re migrating to InDesign from PageMaker or QuarkXPress using one of those sets can ease your transition In the QuarkXPress set for instance object arrange commands such as Bring Forward Bring to Front Send Backward and Send to Back use XPress s familia
45. sign to Create Lean Workflow Specific Installations By customiz ing menus and disabling plug ins you can easily remove features and functions of InDesign not required by your workflow Doing so streamlines the interface reduces errors and ulti mately increases productivity among workflows that do not require the entirety of InDesign Master It To test your hand at removing features from InDesign find all the features that are new or improved in CS5 and hide their menu commands Then color green the first 10 still enabled menu commands about which you d like to learn more Finally dis able the plug ins that show panels you or your team members aren t likely to need THE BOTTOMLINE 25 Change the Default Font Colors and More Out of the box InDesign CS5 uses Minion Pro 12 14 4 pt as the default text style and includes swatches for process magenta cyan and yellow and RGB red green and blue These defaults are fine if your average document uses 12 14 4 Minion Pro and only solid process or RGB colors But if the average document you create requires another typeface size leading other colors or virtually any other option dif ferent from the defaults change the defaults and save yourself some time Master It Think about the documents you create most often What is the type style font family font style size leading and other formatting attributes you use more than any other Make those your new defaults Do the same with your
46. swatches eliminating any colors you rarely use while adding those you use frequently Carry Your Personalized InDesign Work Environment in Your Pocket or on Your iPod From freelancers brought into agency offices to assist with crunch time to students work ing in school labs from round the clock production teams where different shifts use the same equipment to those dedicated enough to bring work home seldom do creatives work solely on a single machine anymore Creative and production personnel who switch comput ers waste a significant portion of their time customizing the InDesign environment of each computer on which they work even for a few minutes To save time nearly everything cus tomizable about the InDesign CS5 working environment is portable Customize one copy of InDesign and carry your unique environment with you making you instantly productive at any workstation Master It After arranging your panels and customizing your keyboard shortcuts and menus it s time to take your InDesign workspace with you If you have a USB flash drive an iPod a smart phone or even just a floppy disk handy copy the files containing your customized environment to the storage device Now if a second computer is available with InDesign CS5 installed install those files to that computer and set up InDesign CS5 your way
47. tations but by necessity it couldn t be as thorough a streamlining as within InDesign Still last I heard Pam s per issue cleanup had dropped from a full night of work to less than two hours because of the limited InDesign installations Plug In Customization Another level of application customization available to you is via the removal of plug ins Individual users feel free to skip this section InDesign you see is not so much an application in the traditional sense of computer program ming It isn t hundreds of thousands or millions of lines of code compiled into a single executable like most other applications InDesign exe Windows and InDesign app Mac is actually a plug in wrapper All of InDesign s functionality is added through plug ins that are no different from third party plug ins you may buy to give InDesign functionality Adobe didn t give it Don t believe me Go look in your InDesign installation folder Applications Adobe Adobe InDesign CS5 on the Mac Program Files Adobe Adobe InDesign CS5 or Program Files x86 NMAdobeN Adobe InDesign CS5 on Windows The InDesign application itself is but a few megabytes Look inside the Plug Ins folder on the Mac to find numerous InDesignPlugin files arranged in subfolders On Windows you ll see the same subfolders beneath the Plug Ins folder On either platform you ll see mostly plain English names for all your favorite InDesign panels and features The Eyedropper tool for instan
48. ty cool idea Do me a favor Select Window gt Workspace gt New in CS5 You ll likely be prompted to save your current workspace answer in the affirmative Now return to the Window menu Notice anything Check out the File menu You should see quite a few commands and submenus highlighted in a pleasing blue see Figure 1 12 FIGURE 1 12 Menu highlighting Workspace in use to show off a Calor k new commands v Contra ACHRE and upgraded Edioris Effects Shift Ciri 10 areas of CS5 Loo Ni B Arrange FE ShiFt CtrlkD Mini Bridge Object amp Layout Text Wrap AkCie w Took lype amp abies Utilities Sample Buttons MENUS 17 Now go to the Menus command at the bottom of the Edit menu to open Menu Customization see Figure 1 13 Similar to customizing keyboard shortcuts you have sets to create and choose from and two categories of menus Application Menus those that appear within the menu bar at the top of the InDesign window and Context amp Panel Menus which are the flyout menus on panels as well as those menus that appear when you right click Control click for you single button Mac mouse users something Every menu in InDesign can be customized Pick one Click the arrow to the left to expand the menu showing commands and submenus in the order in which they appear on the menu itself If there s a command that you never use one you d like out of your way click its eyeball icon in t
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