Wiley InDesign CS3 For Dummies
Contents
1. F ane 43 ys DE z P a a wees 5 4 a Le Hbo Area indd 74 Ue rl i A Val ao to a i a i pete Th i if HI Character x pph Mies ples Jo 7 5 x ible Styles Cell Styles Scroll bars Pasteboard Size box EEE Figure 1 1 The document window is where you work on n documents pe Seo aT Lpa SOL ITAP REGHOHS DCA Page Zoom field turning Version Cue Pasteboard buttons status Zoom pop up Page boundary menu Page Page pop up Page margins field menu Show Hide Version Cue Scroll buttons Structure button pop up menu The Version Cue pop up menu lets you see the current status of a document in a shared workgroup setup This is an expert feature you can ignore 18 Part I Before You Begin 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 or press2. 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 26 Part I Before You Begin lt P Frame and shape tools InDesign has three frame tools Rectangle Frame Ellipse Frame and Polygon Frame 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 they display 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 somewhere in the document window and drag the mouse to another location The rec tangle or ellipse fills the area But creating a polygon works differently 1 Double click the Polygon or Polygon Frame tool to display the Polygon Settings dialog box shown in Figure 1 5 Enter a value between 3 and 100 in the Number of Sides field to spec ify the number of sides on your polygon To create a star shape use the Star Inset field to specify the size of the spikes The percent value specifies the distance between the polygon s bound ing box a
3. Ctrl Alt Z replacing Shift 86 0 or Ctrl Shift 0 View gt Display PerformanceHigh Quality Display The new shortcut for the Mac only is Control Option 88 H The Windows short cut remains Ctrl Alt H 1 Window Effects The new shortcut to the renamed Transparency panel is Shift 88 F10 onthe Mac butthe old shortcut of Shift F10 still works In Windows the shortcut remains Shift F10 but Ctrl Shift F10 also works 1 Window Pages The new shortcut is 3 F12 on the Mac but the old shortcut of F12 still works In Windows the shortcut remains F12 but Ctrl F12 also works 1 Window gt Stroke The new shortcut is 36 F10 on the Mac but the old shortcut of F10 still works In Windows the shortcut remains F10 but Ctrl F10 also works For consistency this book uses the new short cut for both Mac and Windows for the new shortcuts involving the F10 F11 and F12 keys such as 86 F10 and Ctrl F10 for opening the Stroke panel They changed to accommodate Mac OS X s Expos program which uses the F10 F11 and F12 keys in its shortcuts causing it to launch when InDesign users entered short cuts using them The new InDesign shortcuts don t step on Expos s toes New shortcuts include the following Type Glyphs Option Shift F11 or Alt Shift F11 Type nsert Special Character Quotation Marks Straight Double Quotation Marks Command Shift or Alt Shift 1 Type lnsert Special Character Quotation Marks
4. enter a new zoom value and press Return or Enter Or press or Ctrl to zoom in or 8 or Ctrl to zoom out Page controls If you feel like flipping through pages of the document you are creating InDesign makes it easy with page turning buttons and the Page field and pop up menu Controls for entering prefixes for the page numbers of sections and for indicating absolute page numbers in a document that contains multiple sections are also handy An absolute page number indicates a page s posi tion in the document such as 1 for the first page 2 for the second page and so on Next to the Zoom pop up menu is a combined 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 previous 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 page or master page To jump to a spe cific page highlight the current number in the page number field by selecting it with your cursor or by pressing J or Ctrl J enter a new page number and press Return or Enter To jump to a master page select the Page Number field and enter the first few characters of the master page s name 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
5. move a frame but leave the graphic in place click an edge of the frame and drag it InDesign File Edit Layout Type Notes Object Table View Window Help D Tue 4 19 PM fa 4 x Tips w 5p laim eo Bic 2 oh Zee a a s Be ycpiupecer HiS aspaee a ow al BIARD P as m 7 5 r 0e Portugal Lisbon FEA E IEE ERE EN PES IEA DE P 4 g o Area indd 75 je po Pl Position tool Meant to mimic PageMaker s Crop tool to help former PageMaker users adjust to InDesign the Position tool which you access from the pop out menu in the Direct Selection tool combines some aspects of the Selection tool with some aspects of the Direct Selection tool 1 As with the Selection tool you can resize an object s frame by dragging its handles 1 As with the Direct Selection tool you can click a graphic and reposition it within the frame by dragging and that has the effect of cropping the graphic 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 To create a rectangular text frame click and drag hold the Shift key to create a perfect square Chapter 1 Understanding InDesign Ingredients 25 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 12 U
6. Alt Spacebar 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 or Ctrl to zoom in View buttons The very bottom of the Tools panel has two view buttons Normal View Mode and Preview Mode The first shows the document s pasteboard margins and guidelines the second hides those so you can get a better idea of how the document will look when it s printed or saved as a PDF A pop up menu in the Preview Mode button has two preview options Bleed mode and Slug mode Bleed mode shows any objects that bleed extend beyond the page boundaries whereas Slug mode shows the space reserved for information such as crop marks and color separation names used in final output You can read more about these in Chapter 3 You set these options when you create new documents or by choosing File Document Setup Part I Before You Begin Using contextual menus InDesign s contextual menu interface element modifying whatever it is you clicked InDesign is very useful By Ctrl clicking or right clicking provides a lot of options this way and it is often the document an object elements listed ina easier to use the contextual menus to access panel such as alist of files or styles the rulers InDesign functions than to hunt through t
7. Chapter 1 Understanding InDesign Ingredients In This Chapter The InDesign approach Understanding global and local control Basic InDesign vocabulary Discovering the document window Surveying the top tools Becoming familiar with tools and panels Surveying the menus Sexi 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 Just as it s worthwhile to learn 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 capabilities you need to master I introduce you to the process that InDesign assumes you use when laying out documents explain some of the terms you ll encounter throughout the book describe the unique interface elements in the document window survey the most commonly used tools and explain how InDesign pack ages much of its functionality through an interface element called a panel The InDesign Approach Publishing programs have some similarities and some differences in their var ious approaches to the publishing task One way to describe a program s approach to publishing is to talk about its metaphor or the overall way that it handles publishing ta
8. K on the Mac or choose Edit Preferences Units amp Increments or press Ctrl K in Windows to open the Preferences dialog box Your choices include inches picas points decimal inches ciceros agates millimeters and centimeters 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 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 or by pressing 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 This 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 example 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 loca tion Notice that the X and Y values in the Control panel update as you drag the zero point so you can place it precisely If you change the zero point it changes for all pages or sp
9. Straight Single Quotation Mark Apostrophe Command or Alt 1 Notes Notes Mode 36 F8 or Ctrl F8 1 Window Automation Scripts Option 38 F11 or Ctrl Alt F11 15 1 6 Part Before You Begin Like all great human endeavors InDesign comes with its own terminology much of it adopted from other Adobe products Some general terms to know include the following 1 Frame The container for an object A frame can hold text a graphic or a color fill 1 Link The connection to a file that you import or place defined below into an InDesign document The link contains the file s location and its last modification date and time A link can reference any graphics or text file that you have imported into a layout InDesign can notify you when a source text or graphics file has changed so you can choose whether to update the version in your layout 1 Package The collection of all files needed to deliver a layout for printing 1 PDF The Adobe Portable Document Format which has become the stan dard for sharing electronic documents No matter what kind of computer it is viewed on Windows Macintosh Palm or Unix a PDF document displays the original document s typography graphics representation and layout With InDesign you can place PDF files as if they were graph ics and you can also export its InDesign pages to PDF format 1 Place To import a graphics or text file 1 Plug in A p
10. alog box choose InDesign Preferences Interface or press 86 K on the Mac or choose Edit Preferences Interface or press Ctrl K in Windows The Interface pane is new to InDesign CS3 In previous versions the Tool Tips control was in the General pane of the Preferences dialog box InDesign gives you one and only one tool for each specific job The Tools panel includes 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 I cover what each tool does in the following sections 22 Part I Before You Begin a Figure 1 2 The InDesign Tools panel EE Panel display toggle button _ Selection tool S Direct Selection tool Pen tool TH Type tool Pencil tool 7 4 77 Line tool Rectangular Frame tool 2 A Rectangle tool Button tool 7 9 F Scissors tool Rotate tool saft Scale tool Gradient tool pa 74 Free Transform tool Note tool 3 44 Eyedropper tool Hand tool A7 Zoom tool v Fill button s Swap Fill and Stroke button Polygon Frame Too Default Fill and Stroke button 74 i Stroke button aaa Format ANEC Co tainei button t r t Format Affects Contents button aia th Appi Gradient button ee Apply None button Q Polson Teo Normal View Mode button J Previ
11. also lets you open multiple windows simultaneously for individual documents A large monitor or having multiple monitors connected makes this multi window feature even more useful By opening 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 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 doc ument page is displayed Chapter 1 Understanding InDesign Ingredients 2 air To open a new window for the active document choose Window Arrange New Window The new window is displayed in front of the original window To show both windows at once choose Window Arrange Tile When you choose the Tile command all open windows are resized and displayed side by side If you choose Window Arrange Cascade all open windows are dis played stacked and staggered on top of each other The front most document window is visible the title bars of the other windows are visible above the front
12. 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 are not available in panels 1 Type With this menu you adjust typographic attributes such as size and font insert special characters work with footnotes 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 and Show Hidden Characters menu items functions are not avail able though panels 1 Notes This new menu lets you insert and manage notes in your layout that do not print This feature used to be available only if you bought the InCopy add on software 1 Object You use this menu to change the shape size location and other attributes of objects such as frames and lines to apply special effects to objects to insert multimedia effects such as buttons and control dis play redraw speed Note that the Text Frame Options Anchored Object Corner Options Clipping Path and Convert Shape menu items func tions are not available through panels 1 Table Use this menu to create change and format tables and cells Note that this menu s functions are available through panels 33 34 Part I Before You Begin 1 View This menu lets you control the disp
13. atures In previous versions of InDesign these floating palettes contained one or more tabbed panes and you could group and separate most of them as you preferred What used to be called a pane is now called a panel Panels now also have a consistent appearance The tab is always on top not either on the top or at left depending on whether it was free floating or docked to the side of your monitor Like the panes of yore panels can be combined and separated into groups 30 Part I Before You Begin TUR vi E NE Adobe has also changed how panels are arranged on screen By default InDesign CS3 comes with two docks one that holds only the Tools panel and one that holds all the other panels which I call the main dock Well almost The Control panel also displays separately though it s not in a dock just by itself at the top of the screen unless you move it Note that the main dock cannot be moved from the right side of the screen 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 they are free floating or drag them into a dock so they are no longer free floating The new 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 they are free floating on screen Not all panels di
14. d elements to a master page if you Start to notice that you need them to appear on every page What to do when you make a mistake InDesign is a very forgiving program If you by repeatedly choosing EditUndo or make a mistake change your mind or work pressing Z or Ctrl Z each time you yourself into a complete mess you don t have to undo the previous action is undone remain in your predicament or save your work InDesign offers several escape routes You can beet eo art achan youe undone By choosing Edit gt Redo or pressing Shift 36 Z or Undo your last action by choosing Ctrl Shift Z Alternatively choosing Undo Edit gt Undo or pressing 38 Z or Ctrl Z and Redo is a handy way of seeing a Some actions particularly actions such as before after view of a particular change As scrolling that do not affect any items or the with undo you can redo multiple undone underlying document structure cannot be actions in the reverse of the order in which undone You can undo multiple actions in they were undone the reverse order in which they were done 14 Part I Before You Begin ATURE avr 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 dia
15. e 1 Frame tools see Part III as well as Chapter 17 Character and paragraph tools see Chapters 15 and 16 Graphics tools see Part V 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 ref erence point or contro 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 enter ing 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 Chapter 1 Understanding InDesign Ingredients 13 Choosing the right tools for the job Depending on what you re trying to do wi
16. e You Begin Dock resize handle Collapse Dock buttons Panel group close button Main dock Panel group minimize button i Pages X info Layers ED roves Pages x info Layers None O into Ha lt gt ii A Master C we bers E e E Stroke o TH Swatches gt EA object styles g E Pages w 5 Spreads a s B color Stoke J gt Swarches x Object styles y See tffects Q Br m o x BW Gradient 4 x Cm Al character Paragraph BB c 100 m 0 v 0 x0 amy A A Character styles BB c o mioo v o o awr Figure 1 8 l Paragraph Styles LL Color x Effects Gradient The dock E Tatie Zj e _p controls on E Tatte styles Dr m a normal F cel sves E dock left A and how Character x Paragraph Jaracter Styles lagraph Styles 5 docks Table Table Styles Cell Styles y appear when collapsed middle and expanded engishi usa right a Flyout menu button Flyout menu Panel close button Panel tab Panel hide show options button 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 Chapter 1 U
17. eld You can add subtract multiply and divide values in fields by using the following operators multiply and divide For example to reduce the width of a frame by half type 2 after the current value 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 percentages in fields such 50 which adjusts the current value by that percentage Chapter 1 Understanding InDesign Ingredients 3 ATURE ar ATURE You can tell that the developers of InDesign have a passion for panels Because there are so many of them you might want to consider hooking up a second monitor for displaying them As with the tools if you make sure Tool Tips are enabled in the Interface panel of the Preferences dialog box choose InDesign Preferences Interface or press K on the Mac or choose Edit Preferences Interface or Ctrl K in Windows you ll get some ideas as to what the panel iconic buttons and fields do InDesign CS3 adds the Assignments panel which provides access to the optional InCopy CS3 program s features these expert features are beyond the scope of this book InDesign CS3 also adds the Cell Styles and Table Styles panels which provide additional control over table formatting as covered in Chapter 20 The new Notes panel lets you insert nonprinting reminders in your text as explained in Chapter 13 If panels are getting
18. ew Mode button a Bh Scale Tools The small arrow in its 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 3 When the pop out displays click one of the new tools Figure 1 2 shows all the pop out tools You don t need to worry about all the tools so I highlight just those that you ll need to know to start using InDesign You ll likely come across the others as you work on specific tasks so I cover those in the chapters that introduce those functions Using the Selection tools To work with objects you have to select them InDesign provides three tools to do that letting you select different aspects of objects Selection tool This 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 might want to think of this tool as the Mover tool because it s the only tool that lets you drag objects around on screen Chapter 1 Understanding InDesign Ingredients 23 ea Figure 1 3 If a small triangle appears in the lower right corner of a tool click and hold it to display pop out tools CR m H Rectangle Tool M wp Q Elipse Toot a Sh la W B a 4 a Git E After you ve selected the Selection tool here s h
19. hat just click the tab of the panel you want to work with If you remove a panel by mis take go to the Window menu to open it again Chapter 1 Understanding InDesign Ingredients 29 1 Some panels have an expand collapse control 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 panel and show all the options Figure 1 7 shows examples of collapsed and expanded panels I Pages x Insert Pages None E 9 Move Pages Pa aa New Master Mastar b Duplicate Spread pread Select Unused Masters Maste tions Apply Master to Pages Save as Master Load Master Pages Hide Master Items es S ee al 9 a Override All Master Page Items KOHL Figure 1 6 A SE HAE er An sample Allow Master Item Overrides on Selectior flyout menu v Allow Document Pages to Shuffle for the v Allow Selected Spread to Shuffle Pages Numbering amp Section Options panel Spread Flattening gt Panel Options Paragraph x ihi fii ill lll ill All ihl m Figure 1 7 An example of a panel collapsed top and expanded bottom DE ATURE InDesign CS3 has seriously revamped the floating palettes that give you quick Py access to so many InDesign fe
20. he and so on you can display amenu of optionsfor 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 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 two but sometimes three controls All panels but the Tools Attributes Script Label and Command Bar panels have a flyout menu formerly called the palette menu which provides a pop up menu of controls relevant to that panel Figure 1 6 shows an example of a flyout menu y Any active panel meaning it is displayed in front of any others in its panel group so you can actually modify its settings has a close con trol to remove the panel from the panel group This is not a way to switch to another panel in that panel group to do t
21. iece of software that loads into and becomes part of InDesign to add capabilities to the program 1 Stroke The outline of an object whether a graphic line or individual text characters or frame 1 Thread The connections between text frames that let a story flow from one frame to another 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 familiar with the InDesign document window is by open ing a blank document Simply choosing File New Document or pressing 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 programs Instead the rest of this section focuses on InDesign specific elements Control panel BES sonoma So Qe I Chapter 1 Understanding InDesign Ingredients 17 Tools dock Tools panel Panel flyout menu Reference points Restore button Main dock Close button Minimize button Title bar Panel tab Panel a group Zero point ruler origin Rulers Panel inDesign File Edit Layout Type Nptes Object Tale View indow Help Tue 3 48 PM E pin ww as Des C l ej BOG
22. 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 a new approach in InDesign CS3 Click the double arrow iconic button at a dock s upper corner to collapse or expand the dock you can also click the dark depression at the top of the main dock to collapse it The main dock also can be resized by dragging the resize handle Figure 1 8 shows the dock controls and what they look like when expanded and collapsed Working with workspaces Although you can rearrange InDesign s panels to suit your needs doing this 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 anew workspace by choosing WindowWorkspace Save Workspace Give the workspace a name that makes sense such as Text Panels That work space is now available via WindowWorkspace workspace name automati cally displaying just those saved panels in their saved locations Part I Befor
23. lay 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 Y Window This menu is where you manage the display of document win dows and panels as well as where you set up and work with work spaces The window display and workspace functions are not available via panels 1 Help Use this menu to access InDesign s help system and manage prod uct 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 MUk Among the new menu options in InDesign are InCopy and Menus in the Edit S menu Text Variables and Bulleted amp Numbered Lists in the Type menu Show Hide Assigned Frames and Show Hide Notes in the View menu and Assignment and Notes in the Window menu Also the Effects option replaces the Drop Shadow and Feather options in the InDesign CS2 Object menu and the Compound Paths menu item in InDesign CS3 s Object menu used to be submenu items in the InDesign CS2 Paths menu G
24. log box For example if the default measurement is picas but you re new to publishing and are more comfortable with working in inches go ahead and enter measurements in inches InDesign accepts any of the following codes for measurement units Note that the x in the items listed below 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 xi or x inch or x for inches xp for picas YY xpt or Opx for points xc for ciceros 1 xag for agates 1 xcm for centimeters 1 xmm for millimeters The ability to specify measurements in agates is new to InDesign CS3 Agates are typically used in newspaper publishing 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 8 picas there are 12 points in a pica Basic InDesign Vocabulary Not too long ago only a few publishing professionals knew or cared about what the words pica kerning crop and color model meant Today these words are becoming commonplace because almost everyone who wants to produce a nice looking report a simple newsletter or a magazine encounters these terms in the menus and manuals of their layout programs Occasionally the terms are used incorrectly or are replaced with ge
25. most document When multiple windows are open you activate a window by clicking ona window s title bar or anywhere within the 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 dis played they re displayed in the order in which you created them in the Window menu 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 86 W or Ctrl Alt Shift W Tooling around the Tools Panel EMBER S avr lt eATURE You can move the InDesign Tools panel the control center for 32 of InDesign s 33 tools as well as for 13 additional functions by clicking and dragging it into position The Tools panel usually appears to the left of a doc ument see Figure 1 2 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 7 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 telling you the name of that tool If the Tool Tips do not display make sure that the Tool Tips pop up menu is set to Normal or Fast in the Interface pane of the Preferences di
26. nd the insides of the spikes for example entering 50 creates spikes that are halfway between the bounding box and the center of the polygon Click OK to close the Polygon Settings dialog box The settings are saved with the active document for the next time you use the Polygon or Polygon Frame tool Click and drag to create the polygon using the rulers or the Transform panel or Control panel to judge the size and placement To create a symmetrical polygon in which all the sides are the same size press the Shift key while you click and drag the Polygon or Polygon Frame tool Using the navigation tools Several tools help you navigate your document which means moving around your pages moving your pages around the screen and changing the degree of magnification to see just part of a page or to see several pages at once Chapter 1 Understanding InDesign Ingredients C Figure 1 5 Double clicking the Polygon or Polygon Frame tool displays the Polygon Settings dialog box which you can use to specify the number of sides ona polygon tt Polygon Settings Options OK gt Number of Sides 6 Star Inset 0 Hand tool The Hand tool lets you move a page around to view different portions of it or another page entirely After selecting the Hand tool click and drag in any direction You can access the Hand tool temporarily without actually switch ing tools by pressing Option spacebar or
27. nderstanding InDesign Ingredients There are 10 menus in InDesign for Windows and 11 in InDesign for Macintosh 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 here Other functions are standard for all Mac programs including hiding and quitting the program Note that none of these menu items functions are available in panels 1 File This menu is where you open create close save export and set up documents and books where you import text and graphics where 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 1 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 var ious 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 are not available in panels YY 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
28. neral terms to make nonprofessional users feel less threatened but that substitution ends up confusing professional printers people who work in service bureaus and Internet service providers Throughout this book I define other publishing terms as they come up Chapter 1 Understanding InDesign Ingredients Altered keystrokes Revised shortcuts InDesign CS3 has changed a few shortcuts that users of previous versions of InDesign should know so they can adapt accordingly TypeParagraph Styles The new shortcut is 36 F11 on the Mac but the old shortcut of F11 still works though the Mac OS X s Expos program also uses this shortcut and thus may appear instead In Windows the shortcut remains F11 but Ctrl F11 also works TypeCharacter Styles The new shortcut is Shift 88 F11 on the Mac but the old shortcut of Shift F11 still works In Windows the shortcut remains Shift F11 but Ctrl Shift F11 also works 1 Type Paragraph The new Windows short cut is now Ctrl Alt T no longer Ctrl M to match the Mac s Option 88 T Adobe let Ctrl Alt T work as an alternative in InDesign CS2 now the menu has changed to make Ctrl Alt T the official shortcut But the old Ctrl M continues to work if you want to still use it 1 View Show Hide Frame Edges The new shortcut for the Mac only is Control 88 H The Windows shortcut remains Ctrl H View Display Performance Fast Display The new shortcut is Option Shift 88 Z or
29. ow 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 Y To select an object placed by a master page press Shift 3 or Ctrl Shift while you click To select an object that is completely behind another object 36 click it or Ctrl click it 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 Y 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 4 You can drag the anchor points to reshape the object 24 Part Before You Begin Figure 1 4 Reshape an item with the Direct Selection tool by clicking and dragging an anchor point D 1 To select objects placed by a master page Shift 3 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 Y To
30. reads in the document 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 Chapter 1 Understanding InDesign Ingredients 9 You can lock the ruler origin the zero point making it more difficult to acci dentally change it Control click or right click 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 Pasteboard The white area that surrounds the page is called the pasteboard It is a work space for temporarily storing objects Above and below each page or spread is about an inch of pasteboard and on the left and right a pasteboard space as wide as a page For example a spread of two 8 inch wide pages will have 8 inches of pasteboard to the left and 8 inches of pasteboard to the right Pages and guides Pages which you can see onscreen surrounded by black ou
31. sing 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 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 Here s how the Pen tool works Y To create straight lines click to establish an anchor point and then move the mouse to the next location click again and so on To move an anchor point after clicking press the spacebar and drag the anchor point Y To create curved lines click and drag and then release the mouse button to end the segment To close a path and create a frame click the first anchor point created the hollow one 1 To leave a path open and create a line 3 click or Ctrl click away from the path or select another tool 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
32. sks 10 Part I Before You Begin EN Some programs use a free form metaphor which means that the method used to craft a document is based on assembling page elements as you would if they were placed on a traditional pasteboard until you were ready to use them This is also called the pasteboard metaphor which is an imprecise term because software that uses other metaphors can still include a pasteboard The now defunct PageMaker is the best known example of the free form approach Other programs approach page layout by using a frame based metaphor in which frames or boxes hold both the page elements and the attributes that control the appearance of those elements QuarkXPress is the best known example of the frame based approach InDesign offers the best of both worlds because it incorporates both the free form and the frame based metaphors The frame based metaphor When you work with a frame based metaphor you build pages by assembling a variety of frames that will contain your text and graphics First you set up the basic framework of the document the page size and orientation margins number of columns and so on You then fill that framework with text graphics and lines These frames and lines need not be straight or square With InDesign you can create frames that are shaped by B zier curves In the 1970s French engineer Pierre B zier created the mathematics that make these adjustable curves work Why
33. splay in the main dock less used panels such as Data Merge will show up in a free floating panel group when you open it via the Window menu Of course you can always add such panels to the main dock if you use them a lot All but four panels have a tab which contains its name to help you select the desired panel without having to go to the Window menu To quickly select a panel just click its tab The four special panels without tabs are the Tools Control Command Toolbar and Quick Apply panels Unlike the rest of InDesign s panels they can t be grouped with other panels so there s no need for a tab to select them And for some reason the Tools panel resides in a dock of its own whereas the other three do not When a panel is active its controls have the following characteristics 1 To display and select an option click a pop up menu or an iconic button the changes take effect immediately 1 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 sup ported measurement systems as described 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 1 To increase or decrease the value in the field use the clickable up and down arrows where available 1 To use math to perform changes enter calculations in the fi
34. th InDesign at any given moment you may or may not immediately 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 it doesn t make much sense to spend time designing master pages and styles 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 like 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 formatting later You can also ad
35. ting tasks while at the same time letting you customize each step of the process according to your needs This duality of structure and flexibility implemented via the dual use of the frame based and free form layout metaphors carries over to all operations from typography to color You can use global controls to establish general settings for layout elements and then use local controls to modify those ele ments to meet specific publishing requirements The key to using global and local tools effectively is to know when each is appropriate 11 12 Part I Before You Begin Global tools include General preferences and application preferences see Chapter 2 1 Master pages and libraries see Chapter 6 Character and paragraph styles see Chapter 14 1 Table and cell styles see Chapter 20 1 Object styles see Chapter 10 Sections and page numbers see Chapter 4 Color definitions see Chapter 7 1 Hyphenation and justification see Chapter 15 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 func tions that styles and master pages automate are the fundamental compo nents of any document s look they don t always work for all the specific content within a publication lf they did who d need human designers Local tools includ
36. tlines reflect the page size you set up in the New Document dialog box File New Document or 8 N or Ctrl N If it looks like two or more pages are touching you re look ing 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 Zoom field and pop up menu At the lower left corner of the document window dwells the Zoom field which shows the current zoom percentage You can type in a new value any time Immediately to its right is the Zoom pop up menu which also lets you change the document s view The view can be between 5 percent and 4 000 percent in 0 01 percent increments 20 Part I Before You Begin lt r To change the view without taking your hands off the keyboard press Option 8 5 or Ctrl Alt 5
37. tomati cally for each element The frame that InDesign creates is based on the amount of text or the size of the graphic rather than on your specific frame specifications Of course in either case you can modify the frames and the elements within them The free form metaphor Working under a free form metaphor you draw a page s content as if you re working on paper If you ve been in the publishing business for a while you might once have used wax to stick strips of type camera ready line drawings and halftone pictures to a pasteboard You would then assemble and reassemble all those pieces until you got the combination that looked right to you The free form metaphor encourages a try as you go experimental layout approach which is particularly well suited to one of a kind documents such as ads brochures annual reports and some marketing materials If you use a frame based approach to page layout you can experiment with using the frames as placeholders for actual text and graphics Visual thinkers like to work with actual objects which is why the free form metaphor works much better for them With InDesign you pick the metaphor that works for your style your current situation and your mood After all both approaches can lead to the same great design Understanding 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 typeset
38. would you want to use frames Publishers find several reasons why frames come in handy To create a template for documents such as newsletters and maga zines that use the same basic layout elements across many articles You create the frames and then add the text and graphics appropriate for each specific article modifying adding and deleting frames as nec essary for each article 1 To get a sense of how you want your elements to be placed and sized before you start working with the actual elements This is similar to sketching a rough layout on paper with a pen or pencil before doing a formal layout with InDesign 1 To set up specific size and placement of elements up front You often work with a template or with guidelines that limit the size and placement of elements In many cases you can copy an existing frame because its size is the same as what you use in several locations of your layout For Chapter 1 Understanding InDesign Ingredients ar ar structured or partly structured documents such as newsletters and mag azines it is usually easier to set up documents up front so that elements are sized and placed correctly the less favorable alternative is resizing elements one at a time later on Whether you start by creating frames to hold graphics or text or you simply place the text and graphics directly on your page you re using frames When you directly place elements on the page InDesign creates a frame au
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