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Chapter 2: Working with Windows and Views 49 Tip To close all windows for the currently displayed document, press Shift+Ô+W or Ctrl+Shift+W. To close all windows for all open documents, press Option+Shift+Ô+W or Ctrl+Alt+Shift+W. n FIGURE 2.3 Four cascading document windows Using Workspaces InDesign has so many options — especially in the number of panels it offers (see Chapter 1) — that it gives you the ability to create workspaces, which are essentially memorized panel collections. Workspaces can also save any menu customizations you have made (see Chapter 3). By having several such workspaces, you can quickly switch among collections of panels based on the tasks you’re focused on. To create a new workspace, first open the panels you want and place them where you want, as Chapter 1 explains, and then customize menus as desired (see Chapter 3). With the panels and menus set as desired, you create a new workspace by choosing Window ➪ Workspace ➪ New Workspace, which opens the New Workspace dialog box. 08_607169-ch02.indd 4908_607169-ch02.indd 49 4/22/10 7:40 PM4/22/10 7:40 PM Part I: Welcome to InDesign 50 The New Workspace dialog box lets you name the workspace and gives you options to save the panel locations and menu commands: l Panel Locations: If you select the Panel Locations option, the new workspace remembers the panels’ location on the screen. l Menu Customizations: If you select the Menu Commands option, the new workspace saves any menu customizations you’ve made. l Name: When you name the workspace, be sure to give it a name that makes sense, such as Text Panels. The new workspace remembers what panels you added, rearranged, and removed, so the next time you choose that workspace, all those panels — and only those panels — appear on-screen. That new workspace is available by choosing Window ➪ Workspace ➪ workspace name. Tip You can select workspaces not only from the Window menu’s Workspace submenu but also via the Workspaces iconic pop-up menu on the application bar. n InDesign comes with several predefined workspaces, whose names are in brackets so that you know they are the predefined ones. When you first launch InDesign, the limited [Essentials] work- space is used. I believe that the [Essentials] default workspace hides too many features to be useful in a professional setting, so I recommend you use the [Advanced] workspace instead, or create your own custom workspace. Note that you cannot edit the predefined workspaces, but if you make changes — such as turning on full menus, adding or moving panels, or editing menus — they stick until you choose Window ➪ Workspace ➪ Reset workspace name. For workspaces you create, your changes also stick until you reset them. The difference is that you can save changes to any workspaces you create by choosing Window ➪ Workspace ➪ New, giving the modified workspace the same name as the original ver- sion, and clicking OK; if you confirm that you want to replace the original workspace with the new one, InDesign updates that workspace. To delete a custom workspace, choose Window ➪ Workspace ➪ Delete Workspace. You get a dia- log box that asks what workspace to delete. Working with Views InDesign provides a variety of options for magnifying and displaying your work. Understanding these ahead of time and memorizing the ones that work best for your type of work, your eyesight, and your monitor can help you get started with InDesign. 08_607169-ch02.indd 5008_607169-ch02.indd 50 4/22/10 7:40 PM4/22/10 7:40 PM Chapter 2: Working with Windows and Views 51 Desktop-publishing pioneers in the late 1980s often worked on publications using 9-inch black- and-white monitors, and they spent as much time zooming in, zooming out, and pushing over- sized pages around on undersized screens as they formatted text and modified graphics. The best present you could give yourself — or your employer could give you — is a large monitor (two large monitors aren’t bad, either). In this era of proliferating panels, there’s no such thing as too much screen space; but even if you have a huge monitor, you’re going to find yourself zooming in and out and using InDesign’s other display-related features to control what you see on-screen and help you work more efficiently. Zooming and scrolling When you begin building a page, it’s often easiest to display the entire page (choose View ➪ Fit Page in Window or press Ô+0 or Ctrl+0) or spread (choose View ➪ Fit Spread in Window or press Option+Ô+0 or Ctrl+Alt+0). Note the use of the numeral 0, not the letter O, in the shortcuts, cre- ating the required objects and positioning them more or less where you want them. After you add text and graphics to your frames, you probably want to begin polishing the page by modifying individual objects. At this point, seeing a reduced view of an entire page or spread isn’t the best way to work. If you need to work on details, pull out a magnifying glass. With InDesign, this means tapping into the program’s view-magnification capabilities. You can zoom in to magnifications up to 4,000 percent and zoom out to magnifications as small as 10 percent. Like many other features, you have several options for changing view magnification. You can zoom in and out using: l The Zoom tool l The zoom commands in the View menu: Zoom In, Zoom Out, Fit Page in Window, Fit Spread in Window, Actual Size, and Entire Pasteboard. l The Zoom Level pop-up menu or the accompanying field in the left side of the application bar (see Chapter 1) l Gestures (see Chapter 3) l The quick zoom capability The Zoom tool If you’re the type of designer who prefers the click-and-drag solution when it’s available, you prob- ably want to use the Zoom tool to enlarge a portion of a page. Here’s how it works: 1. Select the Zoom tool or press Z if the Type tool is not selected. 2. At this point you have two options: l You can move the Zoom pointer over the area you want to see and click the mouse. Each click enlarges the view to the next preset magnification percentage. (To 08_607169-ch02.indd 5108_607169-ch02.indd 51 4/22/10 7:40 PM4/22/10 7:40 PM Part I: Welcome to InDesign 52 display these percentages, click the pop-up menu next to the Zoom field at the bot- tom-left corner of the document window.) l You can click and drag a rectangle that encloses the area you want to see. When you release the mouse, the area is centered in the document window. (When you hold Option or Alt, the plus sign in the Zoom pointer changes to a minus sign. Clicking or clicking and dragging in this situation zooms out instead of in.) Tip You never have to actually select the Zoom tool. Instead, use its keyboard shortcuts: Ô+spacebar or Ctrl+spacebar (for zooming in) and Ô+Option+spacebar or Ctrl+Alt+spacebar (for zooming out). n Zoom options in the View menu The third group of commands in the View menu lets you change the view magnification. Here’s a brief description of each command: l Zoom In (Ô+= or Ctrl+=): This enlarges the display magnification to the next higher per- centage. (When no objects are active, the Zoom In command is also available in the con- textual menu.) l Zoom Out (Ô+– [hyphen] or Ctrl+– [hyphen]): This reduces the display magnification to the next lower percentage. (When no objects are active, the Zoom Out command is also available in the contextual menu.) Tip If an object is active when you choose Zoom In or Zoom Out or use the Zoom field or pop-up menu, the object is centered in the document window after the view changes. n New Feature You can now use the Zoom In and Zoom Out keyboard shortcuts when you’re working in a panel or a dialog box to magnify or reduce the layout. n l Fit Page in Window (Ô+0 [zero] or Ctrl+0 [zero]): This reduces or enlarges the display magnification of the currently displayed page (the current page number appears in the page number field at the lower left of a document window) so that the entire page is visi- ble (and centered) in the document window. l Fit Spread in Window (Option+Ô+0 [zero] or Ctrl+Alt+0 [zero]): This is similar to Fit Page in Window, except you use it if you’re working on a facing-page document and want the entire spread to be on-screen. l Actual Size (Ô+1 or Ctrl+1): This displays the document at 100 percent magnification. When you choose Actual Size, a pica is a pica and an inch is an inch — if your monitor is appropriately configured. 08_607169-ch02.indd 5208_607169-ch02.indd 52 4/22/10 7:40 PM4/22/10 7:40 PM Chapter 2: Working with Windows and Views 53 Tip Double-clicking the Zoom tool is the same as choosing View ➪ Actual Size; it displays a document at 100 per- cent magnification. n l Entire Pasteboard (Option+Shift+Ô+0 [zero] or Ctrl+Alt+Shift+0 [zero]): This reduces the display magnification so that the current page or spread and its surrounding pasteboard are visible within the document window. Tip To switch back and forth between the last two magnification percentages, press Option+Ô+2 or Ctrl+Alt+2. n The Zoom Level field and pop-up menu The Zoom Level field in the application bar and its accompanying Zoom pop-up menu offer two additional methods for changing display magnification. To use the field, simply type a value between 5 percent and 4,000 percent and then press Return or Enter. To use the pop-up menu, click the arrow and then choose one of the preset magnification values. The Hand tool Sometimes after you’ve zoomed in to work on a particular object, you want to work on a portion of the page that’s not currently on-screen. You can always zoom out and then use the Zoom tool or the Zoom In command to zoom back in, or you can push the page around within the window until you can see the portion of the page you want to work on. To scroll, you can use the scroll bars and boxes on the right and bottom of the document window, or you can use the Hand tool (press H if the Type tool is not selected). Simply select it and then click and drag to move the currently displayed page or spread around within the document win- dow. When you can see what you want, release the mouse. Tip To temporarily access the Hand tool when the Type tool is not selected, press the spacebar. The hand pointer appears. Click and drag to move the page within the document window. (This is one of InDesign’s most useful keyboard shortcuts!) n Gestures Recent Macs and some PCs support gestures you make with your fingers, either on a trackpad or touch-capable mouse surface (Macs) or via a touchscreen (Windows 7). For zooming on both Macs and PCs, use the pinch gesture (two fingertips moving closer) to zoom in and the expand gesture (two fingers moving apart) to zoom out. In Windows, you can also double-tap to zoom in to where you tapped. 08_607169-ch02.indd 5308_607169-ch02.indd 53 4/22/10 7:40 PM4/22/10 7:40 PM Part I: Welcome to InDesign 54 New Feature Support for Windows gestures is new to InDesign CS5. (The previous version supported only Mac OS gestures.) Chapter 3 covers gestures in more depth. n The quick zoom function For a quick way to pan through your document, you can use the quick zoom feature. First, make sure the Hand tool is active, then click and hold the mouse. InDesign zooms out and displays a red rectangle, as Figure 2.4 shows. 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. FIGURE 2.4 The quick zoom function 08_607169-ch02.indd 5408_607169-ch02.indd 54 4/22/10 7:40 PM4/22/10 7:40 PM Chapter 2: Working with Windows and Views 55 Setting object display options Generally, you’re going to want to display the objects you’ve placed on your pages. After all, what appears on-screen is what gets printed, right? Not exactly. For example, text and graphic frames appear on-screen with blue borders, even if they’re empty, but the borders don’t print. In addition to the six zoom commands (covered earlier in this chapter), there are several commands that affect how objects appear: l View ➪ Extras ➪ Show/Hide Frame Edges (Control+Ô+H or Ctrl+H): When you choose Hide Frame Edges, text and graphics frames do not appear with a blue border. Additionally, an X does not appear in empty graphics frames when frame edges are hid- den. You might want to hide frame edges to see how a page will look when printed. Tip When you move an object by clicking and dragging, you have the choice of displaying the entire object (including the contents of a frame) or displaying only the bounding box. If you begin dragging immediately after clicking to select an object, only the bounding box appears as you drag. If you pause after clicking an object until the stem of the arrow pointer disappears and then begin dragging, the entire object appears. n l View ➪ Extras ➪ Show/Hide Text Threads (Option+Ô+Y or Ctrl+Alt+Y): When you choose Hide Text Threads, the indicator arrows that connect text frames through which a single story flows do not appear. You thus can’t quickly tell what the text flow is, but you also no longer have those distracting arrows on-screen. l In the Pages panel’s flyout menu, choose View ➪ Show/Hide Master Items. When you choose Show Master Items, any objects on the currently displayed document page’s mas- ter page appear. When you choose Hide Master Items, master objects on the currently dis- played page are hidden. This command is page-specific, so you can show or hide master objects on a page-by-page basis. l View ➪ Extras ➪ Show/Hide Notes: This shows or hides notes embedded in text (see Chapter 19). l View ➪ Extras ➪ Show/Hide Hyperlinks: This shows or hides the hyperlink display styles set for your hyperlinks (see Chapter 33); if no such hyperlink display styles are set, this command does nothing. l View ➪ Extras ➪ Show/Hide Live Corners: This shows or hides the control point on frames that lets you reshape their corners with the mouse (see Chapter 12) l View ➪ Extras ➪ Show/Hide Content Grabber: This shows or hides the doughnut- shaped icon that lets you more easily select overlapped objects (see Chapter 13). l View ➪ Show/Hide Rulers (Ô+R or Ctrl+R): This shows or hides the horizontal and vertical ruler. l View ➪ Grids & Guides ➪ Show/Hide Guides (Ô+; [semicolon] or Ctrl+; [semicolon]): This shows or hides margin, column, and layout guides. 08_607169-ch02.indd 5508_607169-ch02.indd 55 4/22/10 7:40 PM4/22/10 7:40 PM Part I: Welcome to InDesign 56 l View ➪ Grids & Guides ➪ Show/Hide Baseline Grid (Option+Ô+' [apostrophe] or Ctrl+Alt+' [apostrophe]): This shows or hides the baseline grid established in the Grids pane of the Preferences dialog box. You can access this pane on a Mac by choosing InDesign ➪ Preferences ➪ Grids or pressing Ô+K; choose Edit ➪ Preferences ➪ Grids or press Ctrl+K in Windows. l View ➪ Grids & Guides ➪ Show/Hide Document Grid (Ô+' [apostrophe] or Ctrl+' [apostrophe]): This shows or hides the document-wide grid established in the Grids pane of the Preferences dialog box. Note that some of these menu option names toggle between Show and Hide each time you select them. Therefore, if the menu option begins with Hide, it means that attribute is currently being displayed; if it starts with Show, it means the attribute is currently not being displayed. New Feature The Show/Hide Frame Edges, Show/Hide Text Threads, Show/Hide Notes, and Show/Hide Hyperlinks menu options have been moved from the View menu to the new Extras submenu in the View menu. The Show/Hide Live Corners and Show/Hide Content Grabber options are new to InDesign CS5. n Cross-Reference Chapter 3 explains how to set grid and guideline defaults. Chapter 7 explains how to use grids. Chapter 10 explains how to use guidelines. Chapter 12 covers live corners, while Chapter 13 covers the content grabber. n Using screen modes As Chapter 1 noted, InDesign has five screen mode options at the bottom of the Tools panel, which you can also access by choosing View ➪ Screen Mode ➪ submenu. The Normal screen mode is the view you usually work in, so the pasteboard, frame edges, text threads, and the like are visible as you work, to make object selection and manipulation easier. (As noted earlier in this chapter, you can separately control which of those InDesign indicators dis- plays when in Normal screen mode.) The Preview mode shows the document as if it were printed or exported to a PDF or Flash file, so you can see what the user will see. You can still edit and otherwise manipulate your layout in this screen mode, but you can’t see layout aids such as frame edges except for that of the currently selected objects. The Bleed and Slug modes are variations of the Preview mode that show any objects in the bleed or slug areas beyond the page boundaries; Chapter 4 explains bleeds and slugs. New Feature The Presentation screen mode is new to InDesign CS5. It lets you show your InDesign layout as if it were a slideshow, such as for making client presentations either in person or over a screen-sharing service. (If you use a screen-sharing service, initiate the sharing session first, then switch to the Presentation screen mode.) n 08_607169-ch02.indd 5608_607169-ch02.indd 56 4/22/10 7:40 PM4/22/10 7:40 PM Chapter 2: Working with Windows and Views 57 The new Presentation screen mode (which you can also access by pressing Shift+W, as long as the Type tool is not active) presents your layout as a slideshow, so you can navigate through it using the same key presses as you would with Microsoft PowerPoint, or Apple Keynote, as Table 2.1 shows. TABLE 2.1 Presentation Screen Mode’s Navigation Keys Action Key Press Mouse Click Go to next spread →, or Page Down or PgDn click Go to previous spread ←, or Page Up or PgUp Shift+click, or Control+click or right-click Go to first spread Home none Go to last spread End none Like Preview mode, Presentation mode hides all InDesign indicators and shows just what the reader would see in the final pages. However, unlike Preview mode, Presentation mode lets you change the background color of the screen; the background color appears between your monitor’s edges and the edges of the pages you are presenting. Press B to change the background to black, W to white, and G to gray (the default background color). To exit Presentation mode, press Esc. Summary InDesign can work with multiple documents simultaneously, with each document in its own docu- ment window. By default, each document window is accessed by clicking its tab, but you can dis- play document windows as floating overlapping windows or as tiles that all appear simultaneously. You can also have multiple windows open for the same document to see different pages at the same time or to show multiple views of the same page all at once. InDesign’s workspaces capability lets you save sets of panels and, optionally, their locations and any menu customizations. You can then switch among these workspaces as desired, to quickly get just the panels and menu customizations you want for the task at hand. InDesign provides several types of view controls. You can zoom in or out of your document using any of several options: the Zoom tool, the Zoom field, the Zoom Level pop-up menu, gestures, keyboard shortcuts, or the quick zoom function. 08_607169-ch02.indd 5708_607169-ch02.indd 57 4/22/10 7:40 PM4/22/10 7:40 PM Part I: Welcome to InDesign 58 You can also scroll through your document to change the view focus using the scroll bars, the Hand tool, gestures, or the quick zoom function. InDesign also lets you control what layout aids appear for objects in your layout, such as frame edges, text threads, rulers, grids, and guidelines. And it lets you change screen mode, such as to preview what the layout will look like to a reader. 08_607169-ch02.indd 5808_607169-ch02.indd 58 4/22/10 7:40 PM4/22/10 7:40 PM [...]... new to InDesign CS5 n Point/Pica Size area The Points/Inch pop-up menu lets you specify how a point (pt) is calculated The default is PostScript ( 72 pts/in) You can also select Traditional ( 72. 27 pts/in), which had been the standard before electronic publishing took hold in the 1980s, as well as 72. 23 and 72. 3 You can also enter a value of between 60 and 80 Leave this at PostScript ( 72 pts/in) unless... of InDesign l InDesign Shortcut Sets: InDesign lets you create custom shortcut sets (explained later in this chapter), so if you don’t like the shortcuts that Adobe assigned to various commands — or if you want to add shortcuts to features when Adobe doesn’t provide them — you can make InDesign work your way This also lets different users have their own shortcut definitions on the same computer l InDesign. .. once and sharing the InDesign Defaults file (Sharing the file is a simple matter of giving copies of the file to other InDesign users to place in the appropriate system folder.) Tip To return to a blank slate, you can delete the InDesign Defaults preference files when opening InDesign; press Control+Option+Shift+Ô or Ctrl+Alt+Shift when launching InDesign n 60 Chapter 3: Setting InDesign Preferences... Pro 61 Part I: Welcome to InDesign l Page Transitions: This folder contains the Adobe Flash movie (.swf) files and related XML files used in page transitions in the Page Transitions panel l Swatch Libraries: This folder contains color-swatch libraries — both those that come with InDesign and any you might add yourself New Feature The Motion Presets folder is new to InDesign CS5 The Page Sizes folder... In InDesign, you access most of these settings through the Preferences dialog box: Choose InDesign ➪ Preferences ➪ desired pane or press Ô+K on the Mac, or choose Edit ➪ Preferences ➪ desired pane or press Ctrl+K in Windows They are stored in the InDesign Defaults file in your InDesign application folder Note You must select a specific pane from the Preferences submenu For example, you might choose InDesign. .. to InDesign InDesign actually uses Adobe Sans MM or Adobe Serif MM to create a replacement for missing fonts so that the text looks as close as possible to the actual font For editing purposes, the substituted fonts work fine, although the pink highlight can be distracting But for output purposes, it’s important that you have the correct fonts, so you may want to live with the irritation and have InDesign. .. measurement units to color-calibration settings, are all stored in the InDesign Defaults file: l On the Mac, this file is in the Users:current user:Library:Preferences :Adobe InDesign: Version 7.0 folder on the drive that contains the Mac OS X System folder l In Windows XP, it is in the \Document and Settings\current user\ Application Data \Adobe\ InDesign\ Version 7.0 folder on the drive that contains Windows... actions you perform in InDesign, you cannot reverse changes to preferences using the Undo command (choose Edit ➪ Undo, or press Ô+Z or Ctrl+Z) If you change your mind about a preference setting, open the Preferences dialog box and change the setting again n 62 Chapter 3: Setting InDesign Preferences Note In this section, I take a comprehensive look at all the preferences in InDesign I explain references... Percentage option is selected instead, InDesign shows the resized object as 100 percent when you select it with the Selection tool, but shows the actual new scale only when you select its content using the Direct Selection tool This has always been InDesign s standard behavior (If the object has a stroke, InDesign shows the new scale no matter what tool you select it with — also InDesign s longstanding normal... on printing quality l The new Live Screen Drawing pop-up menu determines how InDesign displays graphics as you reshape and move them: The Immediate option has InDesign refresh the screen in real time, the Delayed option has InDesign update the screen when you pause (a good option for slow computers), and the Never option has InDesign wait until you’ve completed your action before updating the screen . — if your monitor is appropriately configured. 08_607169-ch 02. indd 520 8_607169-ch 02. indd 52 4 /22 /10 7:40 PM4 /22 /10 7:40 PM Chapter 2: Working with Windows and Views 53 Tip Double-clicking the. tapped. 08_607169-ch 02. indd 5308_607169-ch 02. indd 53 4 /22 /10 7:40 PM4 /22 /10 7:40 PM Part I: Welcome to InDesign 54 New Feature Support for Windows gestures is new to InDesign CS5. (The previous. and your monitor can help you get started with InDesign. 08_607169-ch 02. indd 5008_607169-ch 02. indd 50 4 /22 /10 7:40 PM4 /22 /10 7:40 PM Chapter 2: Working with Windows and Views 51 Desktop-publishing