Wiley InDesign CS5 For Dummies
Contents
1. Pencil tool Pen tool Line tool Type tool Gap tool Page tool Direct Selection tool Selection tool n T Type Too T a 2 Tre on Path Tool Shite T Lul GIO Le AY Add Anchor Poien Toot LV QF Delete anchor Poin Tos i D Conven Direction Point T 7 Pancil Tool N Rectangle tool af Smooth Took jf Frasa Toot Scissors tool Free Transform tool x Gradient tool Gradient Feather tool _w Note tool g Eyedropper tool Hand tool lt Zoom tool A a 29 Rectangle Frame Toot F Dlipse Frame Too Polygon Frame Teo BEE Free Transform Tool E 2 Rorate Tool R 3 s o E Scale Too DZ Shear Tool BE Apply Cole G Apply Gradient Stroke Default Fill and Stroke Select Container Select Contents Apply options Screen Mode options Marker tool Tool Shilt C N Conver Direction Point Tool Shifts NSS reso Wir perg ater prg radient Swatch Tool G i OkN2e H 22 Part l Before You Begin lt CATURE Using the Selection tools To work with objects you have to select them InDesign provides two tools to do that letting you select different aspects of objects Selection tool The Selection tool is perhaps the most used tool in InDesign With the Selection tool you can select objects on the page and move or resize them You may want to think of this tool as the Mover tool be2. and Tools panels have a flyout menu which provides a pop up menu of controls relevant to that panel Any active panel meaning it s displayed in front of any others in its panel group so that you can actually modify its settings has a close control to remove the panel from the panel group This control isn t a way to switch to another panel in that panel group to do that just click the tab of the panel you want to work with If you remove a panel by mistake go to the Window menu to open it again Chapter 1 Understanding InDesign Ingredients 2 7 ATURE MBER KV Any active panel has a collapse control the gt gt icon For panels in the dock clicking that icon collapses it back into the dock For panels not in the dock that is for floating panels collapsing them shrinks the panel to a much smaller size to get them out of the way When collapsed these panels will have a lt lt icon to expand them again The Tools panel is an exception Clicking the gt gt icon changes it to a two column layout while clicking the lt lt icon changes it to a one column layout 1 Some panels have an expand collapse control which looks like a caret above a down facing caret Click the control to show more or fewer options If all options are displayed clicking the control will shorten the panel and hide some of the advanced options if only the basic options are displayed clicking the control lengthens the pan
3. Minimize and Restore Maximize boxes MacOS Flyout menu View Options pop up menu Quick Apply button Document Screen mode pop up menu Main dock tab and title Arrange Documents Adobe Community Search field Panels Zoom pop up Level field window Workspaces pop up menu Access CS Live button and pop up menu Document window Ruler Panel group let inDelsign File Edit Lafokt Type Object Table View ius Hdlp 4 Sat Nov 21 3 49 PI4 Q Ip ra v BU m ESSENTIALS v A O 4e cs lve MRI Mora Breen Birr B 2 gam fo 50 ele a feb B gemm wont Files s SCI ta Fe Bee Untitled 2 Figure 1 1 The document window is where you work on documents Bottom The Windows 7 version differs in its Close Minimize and Page controls Ruler Zero point Menus Windows B se Edit Layout Type Object Pasteboard E my mie Tools panel Page Page Margin Scrollbars Resize corner Reveal pop up menu Scroll buttons Preflight status and pop up menu Close Minimize and Restore Maximize boxes Windows essentiaLs v Bi Acoss cs ine ele Table View Window Help m Restore Maximize g x raso et a y gt 20 suntitied H 4 63 x Untitied 20 sex R slak CEE a f i ti gt GG gt a7 controls
4. You can reset the zero point to the upper left corner of the left most page by double clicking the intersection of the rulers in the upper left corner If you move the zero point all the objects on the page display new X and Y values even though they haven t actually moved Objects above or to the left of the zero point will show negative X and Y values and the X and Y values of other objects will not relate to their actual position on the page or spread You can lock the zero point making it more difficult to accidentally change it Control click Mac or right click Windows the ruler origin and choose Lock Zero Point from the menu that appears The Unlock Zero Point com mand is right there as well so you can just as easily unlock it Locking the zero point is a good idea because it will remind anyone working on your doc ument that you prefer that they not fiddle with the zero point 16 Part I Before You Begin TUR st E Ne MBER KV Pasteboard The white area that surrounds the page is called the pasteboard It s a work space for temporarily storing objects The pasteboard above and below each page or spread is an inch deep The pasteboard at both left and right of a page or spread is just as wide as the page For example a spread composed of two 8 inch wide pages has 8 inches of pasteboard to the left and 8 inches of pasteboard to the right plus 1 inch of pasteboard above and 1 inch below You can
5. _ rr ERP CARI CARI SA Chapter 1 Understanding InDesign Ingredients 15 ar If you change the ruler measurement system when no documents are open the rulers in all new documents will use the measurement system you selected If a document is open when you make the change the rulers are changed only in that document You can also create your own measurement system by choosing Custom Most people should ignore this option but sometimes it can make sense such as setting the ruler to match the line spacing so that you can measure number of lines in your ruler If your computer has a small monitor and the rulers start to get in your way you can hide them by choosing View Hide Rulers 8 R or Ctrl R Get them back by choosing View Show Rulers 86 R or Ctrl R Zero point The point where the rulers intersect in the upper left corner of the page is called the zero point Some people call it the ruler origin The zero point is the starting place for all horizontal and vertical measurements If you need to place items in relation to another spot on the page for exam ple from the center of a spread rather than from the left hand page you can move the zero point by clicking and dragging it to a new location Notice that the X and Y values in the Control panel update as you drag the zero point so that you can place it precisely If you change the zero point it changes for all pages or spreads in the docu ment
6. and quitting the program Note that none of these menu items functions are available in panels File This menu is where you open create save close export and set up documents and books where you import text and graphics where Chapter 1 Understanding InDesign Ingredients 3 you print documents and prepare them for commercial printing and where you set basic user information Note that none of these menu items functions are available in panels except for the Preflight feature Edit This menu lets you cut copy and paste elements edit spell check and do search and replace operations across entire stories and set up story for the InCopy add on program adjust and manage color settings set up and change keyboard shortcuts and menu preferences apply various styles to selected objects and text and undo and redo recent actions In Windows you also set preferences and quit the program from this menu Note that these menu items functions except for Quick Apply aren t available in panels Layout With this menu you add delete rearrange and navigate pages change margins and guides automatically resize a page and its objects set up page numbering and sections and create and format tables of contents Note that these menu options functions except for the Pages page navigation and Numbering amp Section Options menus aren t available in panels Type With this menu you adjust typographic attribu
7. familiar with the InDesign document window is by opening a blank document Simply choosing File New Document 8 N or Ctrl N and clicking OK opens a new document window Don t worry about the settings for now just explore Figure 1 1 shows all the standard elements of a new document window I won t bore you by covering interface elements that are standard to all pro grams Instead the rest of this section focuses on InDesign specific elements Rulers Document windows display a horizontal ruler across the top and a vertical ruler down the left side As shown in Figure 1 1 the horizontal ruler measures from the top left corner of the page across the entire spread and the vertical ruler measures from the top to the bottom of the current page These rulers are handy for judging the size and placement of objects on a page Even expe rienced designers often use the rulers while they experiment with a design Both rulers display increments in picas unless you change the measurement system for each ruler in the Units amp Increments pane of the Preferences dialog box Choose InDesign Preferences Units amp Increments 8 K or Edit Preferences Units amp Increments Ctrl K to open the Preferences dialog box Your choices include inches picas points pixels decimal inches ciceros agates millimeters and centimeters 14 Part I Before You Begin Control panel Application bar Menus Mac OS X Adobe Bridge Close
8. have to action is undone remain in your predicament or save your work InDesign offers several escape routes You can eaRede an acliomyouive undone by choosing Edit gt Redo Shift 38 Z or Ctrl Shift Z Undo your last action by choosing Alternatively choosing Undo and Redo Edit gt Undo 3 Z or Ctrl Z You can t is a handy way of seeing a before after undo some actions particularly actions view of a particular change As with an such as scrolling that don t affect any items undo action you can redo multiple undone or the underlying document structure actions in the reverse of the order in which You can undo multiple actions in the they were undone reverse order in which they were done by Chapter 1 Understanding InDesign Ingredients 13 lt e ATURE ar InDesign CS5 adds the capability to specify measurements in pixels as part of its newfound capability to create Web intent documents in addition to the traditional print intent ones as Chapter 3 explains You can enter fractional picas in two ways in decimal format as in 8 5p and in picas and points as in 8p6 Either of these settings results in a measure ment of 812 picas A pica contains 12 points Discovering the Document Window In InDesign you spend lots of time working in document windows the containers for your documents Each document regardless of its size is contained within its own document window The best way to get
9. in the Width field Or to increase the length of a line by 6 points you can type 6 next to the current value in the Length field You can also use percent ages in fields such as 50 which adjusts the current value by that percentage As with the tools if you make sure that Tool Tips is set to Normal or Fast in the Interface pane of the Preferences dialog box choose InDesign Preferences Interface K or Edit Preferences Interface Ctrl K you ll get some ideas as to what the panel iconic buttons and fields do If panels are getting in your way you can make them all disappear by press ing Tab as long as the Type tool is not active and the text cursor is active within a text frame of course Press Tab to get your panels back Working with docks Docks have controls to collapse and expand them Click the double arrow iconic button at a dock s upper corner to collapse or expand the dock You can also resize the main dock by dragging its resize handle Figure 1 4 shows the dock controls and what they look like when expanded and collapsed Chapter 1 Understanding InDesign Ingredients 29 CD Paces do unks q avers EE swarcH es O cravient Page 1 1 Layer a 3 SWATC 0 GRADIENT smoke m Ka r Location Angle o i obsecr srytes mi Reverse Bi Jx rrects ofl FaracRAPH sTYLES EFFECTS Normal E Opacity 100 J W Object Normal 100 A CHARACTER STYLES Stroke N
10. pan through your document make sure that the Hand tool is active Then click and hold the mouse InDesign will zoom out and display a red rectangle If you move the mouse InDesign stops zooming and instead lets you move the rectangle to a new area of focus Let go to have InDesign display that part of the document back at the original zoom setting If the autozoom is too fast you can use the up and down arrow keys instead to manually move through various zoom levels And if you decide you ve navigated some place you didn t mean to just press Esc as long as the mouse is still pressed to start over 1 Zoom tool With the Zoom tool you increase and decrease the document view scale You can highlight a specific area on a page to change its view or you can click on screen to change the view scale within InDesign s preset increments which is the same as pressing 36 or Ctrl to zoom in Screen Mode buttons At the very bottom of the Tools panel is the Screen Mode button which by default shows the Normal mode as active Its pop out menu has four additional options Bleed Slug Preview and Presentation The Normal screen mode shows rulers frame edges document margins page boundaries guides text flow indicators and all the other visual cues that InDesign displays to help you identify various kinds of objects The Preview mode shows you just the pages and their content without these onscreen indicators so you can see w
11. set your own preferred height and width of the pasteboard To do so open the Guides amp Pasteboard pane of the Preferences dialog box and choose a new value for the Horizontal Margins and or Vertical Margins field Choose InDesign Preferences Guides amp Pasteboard 8 K or EditPreferences Guides amp Pasteboard Ctrl K to open the Preferences dialog box Application frame and bar With the application frame Mac users can put all the InDesign elements in their own container so that they don t float freely and other applica tions don t peek through You show the application frame by choosing Window Application Frame doing so makes InDesign for Mac behave like InDesign for Windows By default the application frame is turned offin InDesign for Mac Conversely Windows users can choose Window Application Frame to hide the application frame so that InDesign for Windows looks like InDesign for Mac By default the application frame is turned on in InDesign for Windows The Application Frame menu command is a toggle hiding the application frame if it s visible and showing it if it s hidden You see a check mark next to the menu option if the application frame is visible InDesign uses the same toggling indicator in other menus Above the Control panel is the application bar which offers easy access to other Adobe applications such as Bridge and access to controls over vari ous view options It appears by defau
12. with the Mini Bridge Adobe s Bridge application lets you manage project files across the Adobe Creative Suite as well as get preview information on files and their attributes such as color depth for image files Bridge is mostly used by Photoshop users but you might find it useful for perusing project files or searching for files based on metadata attributes such as color model The new Mini Bridge panel in InDesign CS5 lets you use Bridge s file naviga tion and information capabilities without leaving InDesign To navigate to files on your computer from Mini Bridge start by turning on the Panel Bar view click the Panel View icon it looks like a page and select Panel Bar Now you can navigate your files in Mini Bridge You can also drag files right into InDesign from Mini Bridge Surveying the Menus Although InDesign relies heavily on its panels to present its rich capabilities it also uses traditional menus In some cases you can use menus instead of panels in others you must use a menu command in still others you must use a panel such as for the data merge and object alignment features InDesign for Windows has nine menus while InDesign for Macintosh has ten v InDesign Macintosh only This menu contains the Preferences menu where you set much of InDesign s behavioral defaults You can also con figure plug ins now called extensions here Other functions are stan dard for all Mac programs including hiding
13. 6 Character and paragraph tools see Chapters 14 and 15 Graphics tools see Part V Chapter 1 Understanding InDesign Ingredients Keep your bearings straight A powerful but confusing capability in InDesign is something called a control point InDesign lets you work with objects from nine different reference points any of the four corners the middle of any of the four sides or the center such as when positioning the object precisely or rotating the object You choose the active reference point or control point in the Control panel or Transform panel using the grid of nine points arranged in a square By default InDesign uses the central reference point as the control point which is great for rotating an object but can lead to confusion when you enter in the X and Y coordinates to place it precisely That s because most people use the upper left corner of an object when specifying its coordinates not the center of the object Be sure to change the control point to the upper left reference point whenever entering X and Y coordinates in the Control or Transform panels How do you change the control point That s easy Just click the desired reference point in that preview grid The control point will be black whereas the other reference points will be white Choosing the right tools for the job Depending on what you re trying to do with InDesign at any given moment 11 you may or may not immediatel
14. Chapter 1 Understanding InDesign Ingredients In This Chapter Getting acquainted with the InDesign approach Figuring out global versus local control Exploring the document window Surveying the top tools Becoming familiar with tools and panels Discovering what s in the menus Sens to use a new software application is not unlike meeting a new friend for the first time You take a long look at the person maybe ask a few questions and begin the process of becoming acquainted If you re not new to InDesign but are new to the CS5 version it s like seeing a friend you haven t seen in a while you observe any changes and catch up on what s happened in the meantime Just as it s worthwhile to find out the likes and dislikes of a new friend it s also worth your time to wrap your head around InDesign s unique style and approaches When you do so you ll find it much easier to start using InDesign to get work done This chapter explains where to look in InDesign for the features and capa bilities you need to master For a quick look at what s new to version CS5 check out Chapter 26 I introduce you to the process that InDesign assumes you use when laying out documents describe the unique interface elements 0 Part Before You Begin in the document window survey the most commonly used tools and explain how InDesign packages much of its functionality through an interface ele ment called a panel Understand
15. and three shape tools Rectangle Ellipse and Polygon The frame and shape tools are redundant because both frames and shapes can hold text or graphics or be empty Because the frame and shape tools really do the same thing you might use the frame tool when creating frames that will have their content added later Why Because the frames appear with a big X through them making them easier to spot when looking for frames to fill The shape tools create frames without that X so it s easier to overlook them To create a rectangle or ellipse choose the appropriate tool click some where in the document window and drag the mouse to another loca tion The rectangle or ellipse fills the area But creating a polygon works differently as Chapter 7 explains Using the navigation tools Several tools described in the following list help you navigate your docu ment so that you can move around your pages move your pages around the screen and change the degree of magnification to see just part of a page or to see several pages at once Chapter 1 Understanding InDesign Ingredients ar lt ATUR Sa Ne MBER N Hand tool The Hand tool lets you move a page around to view differ ent portions of it or another page entirely After selecting the Hand tool click and drag in any direction You can access the Hand tool temporar ily without actually switching tools by pressing Option spacebar or Alt spacebar For a quick way to
16. cause it s the only tool that lets you drag objects around on screen After you ve selected the Selection tool here s how it works To select any object on a document page click it If you can t seem to select it the object might be placed by a master page a preformatted page used to format pages automatically or the object might be behind another object v To select an object placed by a master page press Shift 98 or Ctrl Shift while you click v To select an object that is completely behind another object 3 click it or Ctrl click it For graphics frames you can also click the doughnut hole icon formally called the content grabber that appears over the center of an object when you hover over any portion of it The content grabber is new to InDesign CS5 You can turn it off and on by choosing ViewExtras Show Hide Content Grabber Direct Selection tool The Direct Selection tool is what you use to work on the contents of a frame not the frame itself For example you can use the Direct Selection tool to select individual handles on objects to reshape them or to move graphics within their frames Here s how the Direct Selection tool works To select an object to reshape it click the object to display anchor points on the edges the anchor points are hollow handles that you can select individually as shown in Figure 1 3 You can drag the anchor points to reshape the object To select objects plac
17. ding on whether you ve enabled Open Documents as Tabs in the Interface pane of the Preferences dialog box InDesign Preferences Interface K or Edit Preferences Interface Ctrl K You can tell that a document window shows a different view of an existing document by looking at the name of the document in the window s title At the end of the document name will be a colon followed by a number Newsletter indd 1 would be the document s first window Newsletter indd 2 would be its second window and so on Tooling around the Tools Panel MBER KV ar You can move the InDesign Tools panel see Figure 1 2 the control center for 32 of InDesign s 33 tools as well as for 13 additional functions by click ing and dragging it into position The Tools panel usually appears to the left of a document The one tool not directly accessible from the Tools panel is the Marker tool But you can switch to it from the Eyedropper tool by holding Option or Alt Chapter 6 explains its use To discover each tool s official name hover the mouse pointer over a tool for a few seconds and a tool tip will appear see Figure 1 2 telling you the name of that tool If the tool tips don t display make sure that the Tool Tips pop up menu is set to Normal or Fast in the Interface pane of the Preferences dialog box choose InDesign Preferences Interface 8 K or EditPreferences Interface Ctrl K Tools panel i
18. ed by a master page Shift 38 click or Ctrl Shift click as with the Selection tool The Direct Selection tool lets you easily select objects behind other objects and select items within groups To move a graphic within its frame click inside the frame and drag the graphic The new content grabber is also available when using the Direct Chapter 1 Understanding InDesign Ingredients PCS Figure 1 3 Reshaping an item with the Direct Selection tool 1 rr Selection tool making it easier to select and move graphics in frames that are overlapped by others 1 To move a frame but leave the graphic in place click an edge of the frame and drag it Using the Type tool A very frequently used tool the Type tool lets you enter edit and format text The Type tool also lets you create rectangular text frames Here s how the Type tool works 1 To create a rectangular text frame click and drag hold the Shift key to create a perfect square 1 To begin typing or editing text click in a text frame or in any empty frame and type away I explain stories and threaded text frames in Chapter 11 InDesign File Edit Layout Type Object Table View Window Help J 4 SatNov21 5 24PM Q ID so G my Be essenmanse PT_ access CS Live x Tapis w gt 1409 aso Mg meo Ja son MIR aflad a E J AS corm Sc a amp a PEM am a gor gt GF ge Bo sli La lea A lel E strone x
19. el and shows all the options Panels new to InDesign CS5 are 1 The Access CS Live CS News and Resources and CS Review panels which relate to extra cost online services from Adobe not covered in this book 1 The Animation Background Tasks Media Object States Preview and Timing panels which are part of InDesign CS5 s new multimedia capa bilities see Chapter 24 v The Mini Bridge and Tool Hints panels covered in this chapter The Track Changes panels see Chapter 12 To better suit your working style you can drag panels by their tabs to move them from one panel group to another drag them out of a dock so that they re free floating or drag them into a dock so that they re no longer free floating The dock feature lets you keep panel groups in one contained area which helps keep the interface from getting too cluttered But you re not forced to work this way You can still drag panels outside the main dock so that they re free floating on screen Not all panels display in the main dock less used panels such as Data Merge show up in a free floating panel group when you open them via the Window menu Of course you can always add such panels to the main dock if you use them a lot All but three panels have a tab which contains its name to help you select the desired panel without having to go to the Window menu The three special panels without tabs are the Tools Control and Quick Apply panels Unlike t
20. g multiple windows you can Display two or more different pages or spreads at once You still have to work on the documents one at a time but no navigation is required you have only to click within the appropriate window Display multiple magnifications of the same page For example you can work on a detail at high magnification in one window and display the entire page and see the results of your detail work at actual size in another window Chapter 1 Understanding InDesign Ingredients 9 ar Display a master page in one window and a document page based on that master page in another window When you change the master page the change is reflected in the window in which the associated document page is displayed Document windows are by default accessed through a set of tabs below the Control panel though as I explain later you can also work with them as a series of free floating windows When multiple windows are open you activate a window by clicking on a window s title tab or anywhere within its window Also the names of all open documents are displayed at the bottom of the Window menu Choosing a document name from the Window menu brings that document to the front If multiple windows are open for a particular document each window is displayed they re displayed in the order in which you created them in the Window menu To show multiple windows on screen at once first make them free floating by choos
21. hat the reader will ultimately see The Bleed mode is a variation of the Preview mode that shows any objects that bleed extend beyond the page boundaries whereas Slug mode is a variation of the Preview mode that shows the space reserved for information such as crop marks and color separation names used in final output The View menu also has a Screen Mode submenu that lets you access these modes The new Presentation mode is also a variation of the Preview mode except that even the InDesign menus and document window disap pear so all you see is the layout Furthermore you can go through the layout as if it were a slideshow such as to show the layout comps to a client Click the mouse or press to advance to the next spread and Shift click or right click the mouse or press lt to go to the previous spread You can also press Home to go to the first spread and End to go to the final spread Press Esc to return to your previous screen mode If your Tools panel displays in two columns you get two screen mode buttons at the bottom of the panel Normal and Preview In that case Preview Mode has a pop out menu that also has the Presentation Bleed and Slug options To toggle between single column and two column views of the Tools panel click the collapse icon gt gt or lt lt depending on how many columns are displayed at the top of the panel 25 Part I Before You Begin Using contextual menus InDesign s contextual menu i
22. he rest of InDesign s panels they can t be grouped with other panels so you don t need a tab to select them Also note that the Quick Apply panel is the only one not available via the Window menu instead use the lightning bolt 28 Part I Before You Begin ar icon to open it from the Control panel and several other panels you can also choose Edit Quick Apply Return or Ctrl Enter To quickly select a panel just click its tab from its open panel group When a panel is active its controls have the following characteristics To display and select an option click a pop up menu or an iconic button the changes take effect immediately To place a new value in a field highlight the value that s already in the field and enter the new value Note that fields accept values in all supported measurement systems as described in the Specifying mea surement values section earlier in this chapter To implement the new value press Shift Return or Shift Enter To get out of a field you ve modified leaving the object unchanged press Esc To increase or decrease the value in the field use the clickable up and down arrows where available To use math to perform changes enter calculations in the field You can add subtract multiply and divide values in fields by using the follow ing operators multiply and divide For example to reduce the width of a frame by half type 2 after the current value
23. i B coon ot An E maros a ly Mi uni a gt 7 Us anatinus dd x dh a asked genet Vakt a 3 ay Ws see g We Chul Aus haegt ors je F Ghio 3 23 2h Part I Before You Begin Using the object creation tools InDesign has a bunch of tools for creating shapes Part V covers them in more depth but you should know about a few of them now because they create objects that can contain either text or graphics Plus you can also use them to draw your own shapes that you then color or otherwise embellish in your layout Here s what you need to know Pen tool With the Pen tool you can create simple illustrations You use the Pen tool which is modeled after the pen tools in Illustrator and Photoshop to create paths both open such as lines and closed such as shapes consisting of straight and curved segments Give it a try it s fun Chapter 7 explains how to use the tool v Type tool The Type tool lets you draw rectangular text frames as well as type text inside them Line tool The Line tool lets you draw freestanding lines paths on your page After selecting this tool simply click and drag the mouse to draw the line Holding the Shift key while you click and drag constrains the line angle to 45 degree increments which is useful for creating straight horizontal and vertical lines Frame and shape tools InDesign has three frame tools Rectangle Frame Ellipse Frame and Polygon Frame
24. ing Global and Local Control The power of desktop publishing in general and InDesign in particular is that it lets you automate time consuming layout and typesetting tasks while at the same time letting you customize each step of the process according to your needs What does that mean in practice That you can use global controls to estab lish general settings for layout elements and then use local controls to modify those elements to meet specific requirements The key to using global and local tools effectively is to know when each is appropriate Global tools include General preferences and application preferences see Chapter 2 Master pages and libraries see Chapter 5 v Character and paragraph styles see Chapter 13 Table and cell styles see Chapter 18 v Object styles see Chapter 9 Sections and page numbers see Chapter 4 v Color definitions see Chapter 6 1 Hyphenation and justification see Chapter 14 Styles and master pages are the two main global settings that you can expect to override locally throughout a document You shouldn t be surprised to make such changes often because although the layout and typographic functions that styles and master pages automate are the fundamental com ponents of any document s look they don t always work for all the specific content within a publication If they did who d need human designers Local tools include Frame tools see Part III as well as Chapter 1
25. ing WindowFloat All in Window Then choose either Window Arrange Tile When you choose the Tile command all open windows are resized and displayed side by side 1 Window Arrange Cascade When you choose the Cascade command the windows overlap each other so that each title bar is visible You can also use one of the window layout options in the Arrange Documents pop up menu s options in the application bar How they display will depend on the option you chose To put all these windows back into their regular tabs so that only one docu ment window is visible on screen at a time choose Window Arrange Consolidate All Windows or choose the Consolidate All Windows option the single window icon in the Arrange Documents pop up menu in the applica tion bar To close all windows for the currently displayed document press Shift 38 W or Ctrl Shift W To close all windows for all open documents press Option Shift 8 W or Ctrl Alt Shift W Not only do you get separate document windows for each open docu ment but you can also create multiple windows for an individual docu ment so that you can see different parts of it at the same time To open a new window for the active document choose WindowArrange New Window or use the New Window option in the new Arrange Documents pop up menu in the application bar The new window is displayed in its 20 Part I Before You Begin MBER own tab or free floating window depen
26. is menu to access InDesign s help system and manage product activation and registration In Windows this menu also lets you manage plug ins Note that none of these menu items functions are available in panels 32 Part Before You Begin
27. lt if the application frame is enabled When the application frame is hidden you can show or hide the application bar by choosing Window Application Bar The application bar has several handy elements From left to right The first element is the set of quick access buttons to Bridge and other Adobe software 1 The second element is the Zoom Level field and pop up menu Chapter 1 Understanding InDesign Ingredients lt ATUR Sa Ng 1 The third element is the View Options pop up menu which lets you hide and show frames boundaries hidden characters grids and other such visual aids from one handy location These options previously existed but only in a variety of scattered menu options where they also remain The fourth element the Screen Mode pop up menu duplicates the Screen Mode feature at the bottom of the Tools panel explained later in this chapter The fifth element the Arrange Documents pop up menu gives you fast access to InDesign s controls over how document windows are arranged covered later in this chapter 1 The sixth element the Workspaces pop up menu gives you quick access to the workspaces you ve defined as described in the Working with Panels Docks and Workspaces section later in this chapter 1 The seventh element is the Adobe Community Search menu which you can use to find help from the Adobe community forums on the Web At the far right is the new Access CS Live butt
28. ncludes tools for creating and manipulating the objects that make up your designs The tools in the Tools panel are similar to those in other Adobe products such as Photoshop Illustrator and Dreamweaver You don t need to worry about all the tools so in the text that follows I high light just those that you ll need to know to start using InDesign You ll likely come across the other tools as you work on specific tasks so I cover those tools in the chapters that introduce those functions The small arrow in the lower right corner of some tools is a pop out menu indicator A tool that displays this arrow is hiding one or more similar tools To access these hidden tools click and hold a tool that has the pop out menu indicator as shown in Figure 1 2 You can also Control click or right click a tool to see the hidden tools When the pop out displays click one of the new tools TUR A E Ng ie Figure 1 2 The InDesign Tools panel left and its pop out tools cen ter Hover the mouse over a tool to see its name right a Chapter 1 Understanding InDesign Ingredients 2 InDesign adds two tools the Page tool see Chapter 4 and the Gap tool see Chapter 10 It drops the Position tool Also you can get more detail on any tool and how to use it by going to the new Tool Hints panel choose Window UtilitiesTool Hints it shows options for whatever tool you then select Rectangular frame tool
29. nterface element options for modifying whatever it is you clicked is very useful By Control clicking or right InDesign provides a lot of options this way and clicking the document an object elements using the contextual menus to access InDesign listed in a panel such as a list of files or styles functions is often easier than hunting through the rulers and so on you can display a menu of the many regular menu options and panels Working with Panels Docks and Workspaces InDesign has so many controls and features that its designers have long ago stopped relying on menu commands to access them all Instead most of InDesign s features are presented as sort of miniature dialog boxes called panels that are windows of readily accessible options to consider when working in InDesign Working with panels Panels provide an interactive method of working with features one that lets you access the controls quickly In many cases panels offer the only method for performing many tasks Figure 1 1 earlier in this chapter shows the panels that appear on screen by default Note that you can access all panels except Quick Apply and Tabs via the Window menu whether or not the panel is displayed on screen at the moment Panels typically have three but sometimes four controls All panels but the Access CS Live Attributes Background Tasks CS News and Resources Kuler Pathfinder Script Label Story Tool Hints
30. o appear on every page 1 2 Part l Before You Begin Specifying measurement values Another situation in which you can choose between local or global controls is specifying measurement values Regardless of the default measurement unit you set that is the measurement unit that appears in all dialog boxes and panels you can use any unit when entering measurements in an InDesign dialog box For example if the default measurement is picas but you re new to publishing and are more comfortable working in inches go ahead and enter measurements in inches InDesign accepts any of the following codes for measurement units Chap ter 2 explains how to change the default measurements Note that the x in the following items indicates where you specify the value such as 2i for 2 inches It doesn t matter whether you put a space between the value and the code Typing 2inch and typing 2 inch are the same as far as InDesign is concerned 1 xi or x inch or x for inches xp for picas 1 xpt or 0px for points 1 xpx for pixels xc for ciceros a European newspaper measurement 1 xag for agates an American newspaper measurement xcm for centimeters xmm for millimeters What to do when you make a mistake InDesign is a very forgiving program If you repeatedly choosing Edit Undo 38 Z or make a mistake change your mind or work Ctrl Z each time you undo the preceding yourself into a complete mess you don t
31. on which opens up Adobe s extra cost subscription services such as multiuser screen shar ing and multiuser design review in your browser Pages and guides Pages which you can see on screen surrounded by black outlines reflect the page size you set up in the New Document dialog box File New gt Document 38 N or Ctrl N If in your document window it looks like two or more pages are touching you re looking at a spread InDesign uses nonprinting guides lines that show you the position of margins and that help you position objects on the page Margins are the spaces at the outside of the page whereas columns are vertical spaces where text is sup posed to go by default Magenta lines across the top and bottom of each page show the document s top and bottom margins Violet lines show left and right columns for single page documents or inside and outside columns for spreads You can change the location of margin and column guides by choosing Layout Margins and Columns You can create additional guides such as to help you visually align objects by holding down your mouse button on the horizontal or vertical ruler and then dragging a guide into the position you want 18 Part I Before You Begin Page controls If you feel like flipping through pages of the document you re creating InDesign makes it easy with page turning buttons and the Page field and pop up menu Controls for entering prefixes for the page number
32. ormal 100 Fill Normal 100 Nor C isolate Blending C Knockout Group A fe PARAGRAPH STYLES Basic Paragraph 4 Basic Paragraph leer Figure 1 4 The oa ga collapsed Teal dock is the default left but you can expand it right PCS None x Working with workspaces Although you can rearrange InDesign s panels to suit your needs rearranging again and again as you switch from one task to another can be a real chore For example you may open several of the table and text oriented panels when working on text but then close them and open the graphics and positioning oriented panels when refining layout placement That s why InDesign lets you create workspaces which are essentially memorized panel collections Display the panels you want where you want them and create a new workspace by choosing Window Workspace gt New 30 Part I Before You Begin ar Workspace Note that this menu option has been called Save Workspace in previous versions Give the workspace a name that makes sense such as Text Panels That workspace is now available via Window Workspace workspace name automatically displaying just those saved panels in their saved locations Not only can you save workspaces but you can also tell InDesign to save any menu customizations made along with the currently opened selection panels into that workspace Chapter 2 covers menu customization Working
33. s of sec tions and for indicating absolute page numbers in a document that con tains multiple sections are also handy An absolute page number indicates a page s position in the document such as 1 for the first page 2 for the second page and so on At the bottom left of the document window is a combined Page page number field and pop up menu encased by two sets of arrows These arrows are page turning buttons that take you to from left to right the first page the preced ing page the next page and the last page Just click an arrow to get where you want to go You can also jump directly to a specific document page or master page in several ways Highlight the current number in the page number field by selecting it with your cursor enter a new page number or master page name and press Return or Enter Use the Go to Page dialog box J or Ctrl J enter a new page number or a master page name and press Return or Enter Choose the desired page from the Page pop up menu You can also use the Pages panel to navigate your document as Chap ter 4 explains Opening Multiple Document Windows If you like to work on more than one project at once you ve come to the right program InDesign lets you open several documents at once It also lets you open multiple windows simultaneously for individual documents A large monitor or having multiple monitors connected makes this multiwindow feature even more useful By openin
34. tes such as size and font insert special characters work with footnotes work with layout notes add placeholder text and control the on screen display of special characters such as spaces Note that the Find Font Change Case Type on a Path Document Footnote Options Text Variables Insert Character Fill with Placeholder Text Tabs and Show Hidden Characters menu items functions aren t available through panels Object You use this menu to change the shape size location and other attributes of objects such as frames and lines apply special effects to objects insert multimedia effects such as buttons and control how fast the screen redraws when you make changes Note that the Text Frame Options Anchored Object Corner Options Clipping Path and Convert Shape menu items functions aren t available through panels v Table Use this menu to create change and format tables and cells Note that this menu s functions are available through panels View This menu lets you control the display of your document from zoom level to whether guides rulers and frame edges appear Note that none of these menu items functions except for Screen Mode and the zoom controls are available in panels v Window This menu is where you manage the display of document windows and panels as well as where you set up and work with work spaces The window display and workspace functions aren t available via panels Help Use th
35. y know which tool to use If for example you maintain fairly precise layout standards throughout a document using master pages is the way to keep your work in order Using styles is the best solution if you want to apply standard character and paragraph formatting throughout a document When you work with one of a kind documents on the other hand designing master pages and styles doesn t make much sense it s easier just to format elements as you create them For example you can create drop caps large initial letters set into a para graph of type such as the drop cap that starts each chapter in this book as a character option in the Character panel or you can create a paragraph style formatting that you can apply to whole paragraphs ensuring that the same formatting is applied each time that contains the drop cap settings and then apply that style to the paragraph containing the drop cap Which method you choose depends on the complexity of your document and how often you need to perform the action The more often you find yourself taking a set of steps the more often you should use a global tool like character and para graph styles to accomplish the task Fortunately you don t need to choose between global and local tools while you re in the middle of designing a document You can always create styles from existing local formatting later You can also add elements to a master page if you start to notice that you need them t
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