Real World Adobe InDesign CS4- P4 doc

      size of the font). InDesign always uses the standard em space, so you may see minor dierences in kerning, tracking, and so on. QuarkXPress “ex space” characters convert to standard word spaces. Some uppercase characters with accents display and print dierently in InDesign than they do in QuarkXPress.  Superior type style. InDesign does not have a “superior” format- ting attribute. InDesign applies the superscript type style to text formatted using this attribute.  Kerning and Tracking Tables. QuarkXPress lets you build custom kerning pairs and tracking tables, while InDesign does not (we’re hoping this will appear in a future version). If your document uses these, text will reow accordingly. If you really need custom kerning, we suggest using a font-editing program like FontLab to build the kerning pairs directly into the font.  Image Adjustments. If you used Other Contrast or applied a halone screen to a JPEG or TIFF image in XPress, InDesign simply ignores it.  Colors. Any HSB, LAB, or Hexachrome colors are converted to RGB colors (InDesign does not support Hexachrome).  OLE/Publish and Subscribe. InDesign has no ability to handle images imported using Publish and Subscribe (which doesn’t even exist in Mac OS X anymore) and Windows OLE.  Gradients. Most of QuarkXPress’s special eect blend (gradi- ent) types—such as Mid-Linear Blend and Diamond Blend—are ignored and replaced with a plain linear or radial gradient.  XTension Formatting. Quark XTensions add functionality to QuarkXPress, but InDesign may not be able to replicate any formatting created or applied by an XTension—for example, custom underlines, special box types, and so on. As you convert, or prepare to convert, publications from PageMaker to InDesign, keep the following in mind.  Pasteboard items. Any objects on the pasteboard in a Page- Maker publication are placed on the pasteboard of the rst spread in the converted publication.  Master page items. All master page items are assigned to a layer named “Master.” PageMaker Files Real_World_Adobe_InDesign_CS4b.pdf 91Real_World_Adobe_InDesign_CS4b.pdf 91 08/04/2009 05:54:13 p.m.08/04/2009 05:54:13 p.m.  .     Ruler guides. All ruler guides in the PageMaker publication are converted and are placed on a new layer named “Guides.”  Non-printing objects. If you’ve suppressed the printing of an object in PageMaker (to do this, you select the object and choose Non-Printing from the Element menu), InDesign converts the item and sets it to non-printing.  Book list. e book list of the PageMaker publication is not copied to the InDesign version of the publication.  Leading. PageMaker has three leading methods: Top of Caps, Proportional, and Baseline. InDesign’s leading method is most similar to PageMaker’s Baseline leading method. When you con- vert a PageMaker publication, you can expect text in paragraphs using the other PageMaker leading methods to shi up or down on the page (usually down). In addition, the position of the rst baseline of text in an InDesign text frame is determined by the Oset pop-up menu in the First Baseline section of the Text Frame Options dialog box. By default, InDesign applies the Ascent option—which can make text in converted PageMaker publications shi vertically. If you used PageMaker’s Baseline leading method, choose Lead- ing from the Oset pop-up menu to restore the position of your text baselines to their original position.  Font and type style conversion. When, during the process of converting a PageMaker publication, InDesign encounters a font change or type style change, it tries to map the PageMaker formatting into its InDesign equivalent. is isn’t always pos- sible. When you apply the font “Minion” and type style “Bold” to text in a PageMaker publication, PageMaker applies Minion Semibold—and that’s what InDesign applies. When you apply the type style “Bold” to Minion Bold or Minion Black however, InDesign displays an error message and applies Minion Bold. e conversion is actually better than we’d expected, given the dierences in specifying fonts in the two programs—but you’ll have to closely check converted publications against your origi- nal PageMaker versions. InDesign does not support the PageMaker type style Shadow, and formats any text using that type style as plain text. InDesign converts text formatted using the Outline type style to text formatted with a hairline (.25 point) stroke and a ll of the color “Paper.” You’ll also notice that the position and thickness of the Real_World_Adobe_InDesign_CS4b.pdf 92Real_World_Adobe_InDesign_CS4b.pdf 92 08/04/2009 05:54:13 p.m.08/04/2009 05:54:13 p.m.       bar in text using the Underline or Strike through type styles changes slightly in the InDesign version of the publication.  Tracking. InDesign removes all kerning applied by PageMaker’s Expert Tracking command (the tracks “Very Loose,” “Loose,” “Normal,” “Tight,” and “Very Tight”). InDesign’s “tracking” is the same as PageMaker’s Range Kerning feature, not PageMak- er’s Expert Tracking feature.  Colors. Colors dened using the HLS and Hexachrome color models are converted to RGB colors. Tints are converted to new colors in the Swatches panel.  OLE/Publish and Subscribe. Files imported into PageMaker using (pre Mac OS X) Publish and Subscribe and Windows’ OLE will be omitted.  Image control settings. InDesign doesn’t have a set of features corresponding to those found in PageMaker’s Image Control dialog box, and any settings you’ve applied to images using these controls will be removed from the images in the converted version of the publication.  Fill patterns. PageMaker features a variety of goofy ll patterns (making possible what Edward Tue dubbed “chartjunk”) that date from the early Stone Age of desktop publishing. ese anachronisms are converted to solid lls.  Imported graphics. Even if an image is embedded in a Page- Maker publication, InDesign requires an up-to-date link to the original version of the graphic. If InDesign can’t nd the origi- nal graphic, it uses the screen preview image in the PageMaker publication (if any such image exists). If you’ve placed a PDF in the PageMaker le, InDesign may place the wrong page of that PDF in the InDesign version. Saving Publications To save a publication, choose Save from the File menu (or press Com- mand-S/Ctrl-S). To save a publication under a dierent name, choose Save As (or press Command-Shi-S/Ctrl-Shi-S), and In Design will display the Save File As dialog box. Use this dialog box to set a loca- tion for the new le, assign a le name, and decide whether the le should be saved as a publication le or as a template. If you’re trying to save the le in a format other than an InDesign le, use the “Export” command. For more on exporting publications Real_World_Adobe_InDesign_CS4b.pdf 93Real_World_Adobe_InDesign_CS4b.pdf 93 08/04/2009 05:54:13 p.m.08/04/2009 05:54:13 p.m.  .    or parts of publications in le formats other than InDesign’s native format, see Chapter 7, “Importing and Exporting.” Save with an Extension. Windows users always save les with le- name extensions because Windows requires these in order to gure out what les are associated with which applications. InDesign pub- lications, for example, have the four-letter .indd le name extension. InDesign templates (see below) use .indt. We want to encourage Mac OS users to use these suxes, too. In today’s multi-platform world, you just never know when your Mac OS InDesign le will need to be opened on a Windows machine. File-name extensions are ugly, but they’re a fact of life. Here’s a process we’ve gone through many times, and we bet you have, too. Stop us if you’ve heard this one before. You need to base a new publication on the design of a publication you’ve already laid out. You want to open the older publication, then save it under a new name, and then change its content. You open the publication, replace a few elements and delete others, and edit and format text. en you save the le. And only then do you realize that you haven’t renamed the pub- lication, and that you’ve just written over a publication you probably wanted to keep. You can undo many stupid actions in InDesign—but an inadvertent “Save As” isn’t one of them. Has this ever happened to you? If not, please accept our hearty congratulations. If so, you should know that the ability to save or open a le as a template is something that was developed for margin- ally competent people like us. When you try to open a le that was saved as a template, InDesign automatically opens a copy of the le. If, at that point, you try to save the le, InDesign will display the Save As dialog box. Which means you can proceed with your plan to save the publication under a new name. Remember? Your plan? To save an InDesign publication as a template, choose Save As from the File menu. In the Save As dialog box, enter a name for the template le and then choose InDesign CS4 Template from the Format pop-up menu (on the Macintosh) or the Save As Type pop-up menu (in Windows). Click the Save button to save the template le. You can also create a template by locking the le. On the Macin- tosh, select the le in the Finder, choose Get Info from the File menu (or press Command-I), and then turn on either the Locked or the Sta- tioneryPad checkbox in the Get Info dialog box. In Windows, right- click on the le’s icon, choose Properties, and turn on the Read-Only feature in the Properties dialog box. Saving As a Template Real_World_Adobe_InDesign_CS4b.pdf 94Real_World_Adobe_InDesign_CS4b.pdf 94 08/04/2009 05:54:13 p.m.08/04/2009 05:54:13 p.m.       Actually, any InDesign le can act as a template, no matter how you’ve saved it. When you open any publication via the Open dialog box and turn on the Open Copy option, InDesign opens it in a new, untitled publication, just as though it were a template. InDesign CS4 gives you a way to “save back” to InDesign CS3. To do this, you export a le using the InDesign Interchange, or INX format, and then open those les in InDesign CS3. You should make sure you’re using the most recent version of CS3 by choosing Updates from the Help menu or by downloading the le from adobe.com. To export a le as INX, choose Export from the File menu, select the InDesign Interchange format, and then export the le. For more on the INX le format, see Chapter 7, “Importing and Exporting.” Proof Carefully. Do not use INX to deliver InDesign les to a printer or service bureau for nal printing. We’ve heard many horror stories of printers who have old versions of InDesign asking users to give them INX les for printing. is is not a good idea, because conver- sion is not perfect. Using INX to “save backwards” from InDesign CS4 to InDesign CS3 does a pretty good job of transferring the basic geometry of a document from one version to another, but there will be dierences in the appearance of the le. If your printer doesn’t have InDesign CS4, give them a PDF le, rather than an INX le. Using a PDF is best, in any case, because it freezes the layout as it appears on your system. is means that you don’t have to worry about the layout changing when it’s printed. Crash Recovery It will happen. At some point, your computer will suddenly stop working. A wandering child, dog, or co-worker will trip over the power cord, or accidentally press the reset switch. A storm will leave your area without electrical power. Or the soware we jokingly refer to as the “operating system” will fail for some unknown reason. At this point, it’s natural to assume you’ve lost work—and maybe that you’ve lost the le forever. at is, aer all, the way things work in most other programs. But it’s not true for InDesign. InDesign keeps track of the changes you’ve made to a document—even for an untitled document you haven’t yet saved. When you restart InDesign aer a system or application failure, the program uses the contents of a folder named “InDesign Recovery” to reconstruct the publication or publications Saving for Earlier Versions of InDesign Real_World_Adobe_InDesign_CS4b.pdf 95Real_World_Adobe_InDesign_CS4b.pdf 95 08/04/2009 05:54:13 p.m.08/04/2009 05:54:13 p.m.  .    that were open when you crashed—even if you hadn’t saved them yet. Because of this automatic “backup”system, you’ll be right back where you le the program. If you don’t want to recover the most recent changes you made to a publication before a crash (which you might want to do if you felt that your changes caused the crash), delete the les in the folder. is folder appears in dierent places on dierent operating systems, so the best way to nd it is to use your operating system’s Search utility to nd a folder called “InDesign Recovery.” You should also delete these les if InDesign is crashing on startup as it tries to read the recovery information (this is pretty rare). In this case, a le has been damaged and cannot be opened—you’ll have to try opening the original document (or rebuild the document from from scratch, if you hadn’t saved the le). Setting Basic Layout Options As we stated earlier, you can always change the margins, columns, page size, and page orientation of a publication. You change the margin and column settings using the Margins and Columns dialog box, and you can apply these changes to any page, page spread, or master page in a publication. Page size and page orientation aect the entire document (you can’t mix page sizes and page orientations in a le), and you use the Docu- ment Setup dialog box (press Command-Option-P/Ctrl-Alt-P to dis- play this dialog box, or choose Document Setup from the File menu) to change these settings. To change the page size, choose a new page size for the publication from the Page Size pop-up menu (or enter values in the Width and Height elds); to change the page orienta- tion, click the orientation button corresponding to the page orienta- tion you want. Usually, InDesign centers the page items on the new page size— that is, each page grows equally on all four sides. However, if you have turned on the layout adjustment feature (from the Layout menu), InDesign moves objects and guides on your pages when you change the page size or page orientation, sometimes in unexpected ways. See “Adjusting Layouts,” later in this chapter, for more on this topic. You aren’t stuck with the margin and column setup you specied in the New Document dialog box—you can change margin and column settings for any page, at any time. To change margin and column Changing Page Size and Orientation Specifying Margins and Columns Real_World_Adobe_InDesign_CS4b.pdf 96Real_World_Adobe_InDesign_CS4b.pdf 96 08/04/2009 05:54:13 p.m.08/04/2009 05:54:13 p.m.       settings, navigate to the page you want to change, then choose Mar- gins and Columns from the Layout menu (see Figure 2-3). Click the OK button to close the dialog box, and InDesign applies the new margin and column settings. While you can make these changes to any page, it’s likely that you’ll most oen be making changes to master pages. You can also create columns of unequal width by dragging the column guides on the page (see “Adjusting Column Guides,” later in this chapter). What happens to the objects on a page when you change the margin and column settings for that page? Do they reposition them- selves relative to the new margins? Or do they stay put? at depends on the settings in the Layout Adjustment dialog box. See “Adjusting Layouts,” later in this chapter, for more on adjusting layouts.  - Margins and Columns Dialog Box e value you enter here sets the number of column guides. is value sets the distance between column guides. Pages and Spreads When you work with a document, you construct the document out of pages and spreads. You won’t get far in InDesign without master- ing the Pages panel, the primary tool for creating, arranging, delet- ing pages, and applying master pages. It’s also a great way to navigate from one page to another, and it’s where you apply master pages to document pages. We considered naming this section “e Great Pages Panel Work- out,” because that’s what it is. e following are brief descriptions of the controls found in the Pages panel (see Figure 2-4).  Spread and page icons. ese icons represent the document pages and master pages in your publication. You can drag these pages around in the Pages panel to change the page order, or apply master pages to document pages (or other master pages), Pages Panel Options Real_World_Adobe_InDesign_CS4b.pdf 97Real_World_Adobe_InDesign_CS4b.pdf 97 08/04/2009 05:54:14 p.m.08/04/2009 05:54:14 p.m.  .    or create new master pages (by dragging document pages into the master page area of the panel).  New page button. Click this button to create a new document page. Hold down Command/Ctrl and click this button to create a new master spread.  Delete page button. Click this button to delete the selected page or pages.  Master/Document page separator. is bar separates the master pages in your publication from the “normal” document pages. You can drag the separator up or down.  Resize box. Drag this icon to resize the Pages panel. Note that the Pages panel has its own Context menu that contains many of the options on the Pages panel menu. To change the appearance of the panel (you really should), choose Panel Options from the panel menu (see Figure 2-5). e options in the Panel Options dialog box can be used for good or evil.  Icon Size. e options on this pop-up menu dene the size of the page icons (from Extra Small to Extra Large). in the Pages panel. e Small option remains our perennial favorite.  Show Vertically. Turn on Show Vertically to arrange the spreads in the Pages panel vertically, centered around the spine. is is similar to the appearance of the corresponding panel in QuarkXPress, but it’s also one of the least ecient arrangements available in InDesign. If you want to use the Pages panel for navigation (and you do, believe us), avoid this option. Master pages area Document pages area Click to add a new document page. Selected spread Click to remove the selected page. Letters inside the pages indicate the master spread applied to the page. You can drag this separator bar is icon indicates that the page contains transparency. Resize box  - Pages Panel Real_World_Adobe_InDesign_CS4b.pdf 98Real_World_Adobe_InDesign_CS4b.pdf 98 08/04/2009 05:54:14 p.m.08/04/2009 05:54:14 p.m.        Show umbnails. You can show little pictures of the stu on your pages by turning on the Show umbnails option. ere is a slight performance penalty to pay for having this turned on, so we usually leave it o unless we really need to know what’s on each page at a glance.  Pages/Masters On Top. is option controls the arrangement of the document/master spreads areas in the panel. If you prefer having the master spreads at the top of the panel (as in QuarkXPress), choose Masters on Top; we prefer Pages on Top since we manage pages far more oen than master pages.  Resize. What should happen to the document and master spread areas of the panel when you resize the panel? at’s the ques- tion you answer using the options on the Resize pop-up menu. Choose Pages Fixed to prevent the document area from resizing, or Masters Fixed (our favorite) to do the same for the masters area of the panel. Choose Proportional to resize both areas by the same amount. e question “what page am I working on?” seems so simple, but in InDesign it can be somewhat complex. InDesign makes a distinction between targeting a page or spread and selecting a page or spread. e distinction may be new to you (see Figure 2-6):  A page (or spread) is targeted if it is the page onto which the next new objects will be placed, such as objects pasted into a document.  A page (or spread) is selected if the next page action—such as duplicating the spread or changing its margins—will aect that page or spread. Selecting Pages and Spreads e Panel Options dialog box (choose Panel Options from the Pages panel menu) gives you a way to control the appearance of the panel.  - Pages Panel Options Real_World_Adobe_InDesign_CS4b.pdf 99Real_World_Adobe_InDesign_CS4b.pdf 99 08/04/2009 05:54:14 p.m.08/04/2009 05:54:14 p.m.  .    e target page and the selected page can be dierent pages—you can be viewing one page while your actions aect another. By default, the page you are looking at is the one that is targeted. But if you’re zoomed back so that more than one page or spread is visible on screen, you can target and select any page or spread by clicking on it. To select a page, click the page icon in the Pages panel. To select a spread, click the numbers beneath the page icons. Note that you must select all of the pages in a spread in order to use the Spread Options option on the Pages panel menu—InDesign does not make it available when you select a single page of the spread. To select more than a single page at a time, select the rst spread, then hold down Shi as you select the other pages. Hold down Com- mand/Ctrl as you click pages to select non-contiguous pages. Double-click a page icon (or the page numbers beneath the spread) to select that page or spread, display it in the publication window, and target it. You can hold down Option/Alt as you double- click a page icon, and InDesign changes the page view to the Fit Page in Window view. ese features make the Pages panel one of the best ways to get from page to page in your document (see Figure 2-7). Click a page icon to select the page. In this example, page 2 is selected, but pages 6-7 are the active spread. Double-click the label of a spread (the name or page numbers beneath the spread icon) to select the spread and make it the active spread.  - Selecting Pages and Spreads Double-click a page icon to jump to that page; hold down Option/Alt as you double-click to display the page at Fit Page in Window view.  - Navigating with the Pages Palette Real_World_Adobe_InDesign_CS4b.pdf 100Real_World_Adobe_InDesign_CS4b.pdf 100 08/04/2009 05:54:14 p.m.08/04/2009 05:54:14 p.m. [...]... tell InDesign where you want to add the pages Choose a master spread to apply to the new pages Click the OK button, and InDesign adds pages to the document Figure 2-10 Drag and Drop Duplication Select a page or spread icon Real_ World_ Adobe_ InDesign_ CS4b.pdf 102 Hold down Option/ Alt and drag Drop the icon where you want to add the page (or spread) 08/04/2009 05:54:15 p.m 90 real world adobe indesign. .. Pages panel InDesign creates a copy of the master spread Alternately, choose Duplicate Master Spread from the Pages panel menu Importing Master Spreads Real_ World_ Adobe_ InDesign_ CS4b.pdf 112 You can also import master spreads from another InDesign document To do this, choose Load Master Pages from the Pages panel menu InDesign displays the Open A File dialog box Locate and select an InDesign document,... graphic frames or groups of objects while Real_ World_ Adobe_ InDesign_ CS4b.pdf 118 08/04/2009 05:54:17 p.m 106 real world adobe indesign cs4 Figure 2-23 Adjusting Layouts When the Enable Layout Adjustment option is off, InDesign does not change the position or size of page objects when you change the geometry of the page… Turn on the Enable Layout Adjustment option, and InDesign changes the position and size... master spreads Real_ World_ Adobe_ InDesign_ CS4b.pdf 114 See how easy it was to update all of the catalog’s master spreads for a new season? While a layout like this takes time to set up initially, it can save you lots of time and trouble in the long run 08/04/2009 05:54:16 p.m 102 real world adobe indesign cs4 Applying Master Pages and Master Spreads To apply a master page or master spread to a document page... above, indicating that the objects aren’t really unlinked from their master page You can return an overridden master page item to its original state by selecting the object and choosing Remove Selected Local Overrides from the Pages panel menu (see Figure 2-22) If you’ve made some Real_ World_ Adobe_ InDesign_ CS4b.pdf 116 08/04/2009 05:54:17 p.m 104 real world adobe indesign cs4 Figure 2-21 Overriding a... pages document and you want to bleed an object into the inside of a spread (that is, the Real_ World_ Adobe_ InDesign_ CS4b.pdf 104 08/04/2009 05:54:15 p.m 92 real world adobe indesign cs4 object looks like it’s bleeding into the binding), you’ll need to separate the left- and right-pages in the spread Turn off Allow Document Pages to Shuffle, then drag one of the pages away from the spread until you see... “synchronize” master spreads between documents without having to use the Book feature (However, if you are using a book panel, using the Synchronize feature may be even easier We discuss that in Chapter 8, “Long Documents.”) 08/04/2009 05:54:16 p.m 100 real world adobe indesign cs4 Copying Master Spreads Between Documents If you want to copy selected master spreads from one document to another (rather than... doesn’t work very well in InDesign, because InDesign protects master page items so you don’t 08/04/2009 05:54:16 p.m 98 real world adobe indesign cs4 accidentally change them We cover that in more detail in “Overriding Master Items,” later in this chapter However, in general, you should put items on master pages that you do not expect to override on document pages In fact, because InDesign can flow text... master spread on that spread Real_ World_ Adobe_ InDesign_ CS4b.pdf 111 Enter the number of pages in the master spread Click the OK button, and InDesign creates a new master spread 08/04/2009 05:54:16 p.m chapter 2 page layout 99 ▶ Drag a spread from the document pages section of the Pages panel into the master pages section (see Figure 2-18) If you’ve already laid out a document page using the layout... you hold down Option/Alt, InDesign turns the Cancel button into the Reset button Click the Reset button, and the controls will be set back to the state they were in when you opened the dialog box Real_ World_ Adobe_ InDesign_ CS4b.pdf 101 08/04/2009 05:54:14 p.m chapter 2 page layout 89 Drag a master spread icon into the document pages area of the Pages panel This creates a new document page or page spread . folder named InDesign Recovery” to reconstruct the publication or publications Saving for Earlier Versions of InDesign Real_ World_ Adobe_ InDesign_ CS4b.pdf 9 5Real_ World_ Adobe_ InDesign_ CS4b.pdf. the master spread. On document pages, InDesign displays the actual page number.  - Inserting Page Numbers Real_ World_ Adobe_ InDesign_ CS4b.pdf 10 8Real_ World_ Adobe_ InDesign_ CS4b.pdf 108. le in a format other than an InDesign le, use the “Export” command. For more on exporting publications Real_ World_ Adobe_ InDesign_ CS4b.pdf 9 3Real_ World_ Adobe_ InDesign_ CS4b.pdf 93 08/04/2009