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InDesign CS6: Interactive Documents

Creating a folio


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InDesign CS6: Interactive Documents

with Mike Rankin

Video: Creating a folio

After you've created your InDesign layout and added interactivity with folio overlays, the next step in the DPS project is to create the folio itself. In this movie, I want to create the folio for the Roux Academy that will include the course catalog and the reasons why it's great to study at Roux. A folio is what will appear as a whole publication or as an issue in the Library view of the Adobe Content Viewer or a multi-issue custom viewer. To create a folio you work in the Folio Builder panel which you can open by choosing Window > Folio Builder.
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  1. 1m 45s
    1. Welcome
      1m 2s
    2. Using the exercise files and scripts
      43s
  2. 22m 41s
    1. Case study: tomaxxi's InDesign shortcuts guide
      4m 19s
    2. Case study: The Magic of Reality app
      3m 20s
    3. Exploring PDF digital magazines: InDesign Magazine
      2m 45s
    4. Looking at digital newspapers: BostonGlobe.com
      3m 44s
    5. Reviewing digital magazines: National Geographic
      4m 58s
    6. Exploring iamboundless.com
      3m 35s
  3. 21m 56s
    1. Setting preferences for interactive documents
      6m 32s
    2. Customizing the workspace
      5m 48s
    3. Understanding intent and presets
      3m 5s
    4. Working with images and swatches
      5m 2s
    5. Installing scripts
      1m 29s
  4. 37m 24s
    1. Using Liquid Layout
      9m 17s
    2. Creating alternate layouts
      4m 4s
    3. Using primary text frames
      3m 49s
    4. Using the Content Conveyor
      5m 42s
    5. Linking text
      4m 32s
    6. Linking page items
      3m 19s
    7. Fitting frames to content
      3m 33s
    8. Using style mapping
      3m 8s
  5. 49m 48s
    1. Reviewing what we're going to build
      1m 56s
    2. Previewing with the SWF Preview panel
      4m 51s
    3. Presentation design tips
      2m 41s
    4. Setting up a presentation file with layers
      4m 53s
    5. Creating a navigation system
      8m 32s
    6. Creating a title and content slides
      7m 57s
    7. Overriding master page items
      5m 59s
    8. Setting page transitions
      4m 34s
    9. Creating hyperlinks
      3m 40s
    10. Using the slug for notes
      4m 45s
  6. 37m 40s
    1. Understanding what we're going to build
      1m 11s
    2. Building an interactive table of contents
      5m 9s
    3. Building a navigation system
      4m 5s
    4. Creating PDF-only buttons
      3m 33s
    5. Using a SWF slideshow in a PDF
      9m 33s
    6. Placing a video and using the Media panel
      5m 44s
    7. Setting navigation points
      4m 28s
    8. Placing a video from a URL
      1m 21s
    9. Creating hyperlinks from URLs
      2m 36s
  7. 18m 6s
    1. An overview of PDF forms
      2m 6s
    2. Creating text fields and signature fields
      3m 13s
    3. Creating list boxes and combo boxes
      3m 55s
    4. Creating checkboxes and radio buttons
      3m 47s
    5. Creating tab order for PDF forms
      3m 14s
    6. Creating Submit, Print, and Clear Form actions
      1m 51s
  8. 53m 36s
    1. Exploring the Animation Encyclopedia script
      10m 57s
    2. Using the Animation panel
      6m 56s
    3. Animating on a motion path
      3m 57s
    4. Animating a list
      4m 29s
    5. Creating navigation buttons
      5m 15s
    6. Creating a multi-state object
      6m 23s
    7. Creating a page number indicator
      2m 57s
    8. Animating an opening page
      3m 9s
    9. Creating a multi-purpose button
      3m 11s
    10. Exporting your presentation and embedded fonts to SWF
      3m 46s
    11. Working with transitions and animation
      2m 36s
  9. 40m 34s
    1. An overview of the DPS workflow and the publishing process
      4m 31s
    2. Creating hyperlinks
      5m 17s
    3. Creating slideshows
      3m 25s
    4. Using the Image Sequence feature
      4m 58s
    5. Adding audio and video
      5m 6s
    6. Creating panoramas
      4m 21s
    7. Adding web content
      3m 56s
    8. Panning and zooming
      4m 1s
    9. Creating scrollable frames
      4m 59s
  10. 27m 18s
    1. Using the Folio Builder panel
      5m 28s
    2. Creating a folio
      5m 28s
    3. Adding articles to a folio
      5m 47s
    4. Using the Content Viewer to preview a folio
      3m 53s
    5. Using the Folio Producer
      4m 54s
    6. Viewing a folio on an iPad
      1m 48s
  11. 49s
    1. Next steps
      49s

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InDesign CS6: Interactive Documents
5h 11m Intermediate Jun 11, 2012

Viewers: in countries Watching now:

Join Adobe InDesign and publishing expert Mike Rankin as he explains how to use InDesign to design a wide range of digital documents, including interactive PDFs and apps for the iPad. This course provides a tour of digital publishing trends and shows how to bring these trends to bear in various projects, such as a slide presentation, a PDF form, and an interactive portfolio. Mike also introduces the Adobe Digital Publishing Suite and shows how to publish dynamic interactive documents to the iPad and other mobile devices.

Topics include:
  • Examining trends in digital design
  • Setting preferences for interactive documents
  • Understanding intent and presets
  • Working with images and swatches
  • Creating and working with interactive PDFs
  • Creating alternate layouts for multiple screens
  • Linking text and page items
  • Fitting frames to content
  • Setting up a file with layers
  • Creating a slideshow with transitions and hyperlinks
  • Building a table of contents
  • Adding a SWF slideshow to a PDF
  • Placing video
  • Creating PDF forms
  • Adding animation
  • Working with the Digital Publishing Suite
Subjects:
Design Digital Publishing PDF Projects
Software:
InDesign Digital Publishing Suite
Author:
Mike Rankin

Creating a folio

After you've created your InDesign layout and added interactivity with folio overlays, the next step in the DPS project is to create the folio itself. In this movie, I want to create the folio for the Roux Academy that will include the course catalog and the reasons why it's great to study at Roux. A folio is what will appear as a whole publication or as an issue in the Library view of the Adobe Content Viewer or a multi-issue custom viewer. To create a folio you work in the Folio Builder panel which you can open by choosing Window > Folio Builder.

I have it open here and the first thing I'm going to do in the panel is to sign into my account. I'll go to the Panel menu and choose Sign In, or I can just click here. I'll enter my credentials and click Sign In. Now I can see from the filled in circle icon on the right that I'm signed in. You don't have to be signed into your account to create a folio, you can create a local folio on your machine and upload it later. So create a new folio, I'll click New and I'll name it Roux Academy.

The name of the folio does not have to be the same as the publication name that's shown in the Content Viewer. Next, pick a size that matches the dimensions of the device I'm publishing to. I'm going to publish this folio to the iPad, so I'll have the size be 1024x768, but I could pick from different screen sizes in the menu, or I could specify a specific Width and Height. I can also set the Orientation to be Portrait Only, Landscape Only or both. Next I have the option to create a local folio or to have it immediately uploaded.

For now, I'm going to create a local folio that I can upload later. Next I have to pick a default image format for the folio. In a folio there are two layers: the background image, and the overlays, which sit on top of the background image and contain all the interactivity. Everything in my InDesign documents that's not part of an overlay will be rendered as an image and this is where I choose the default format for those images. Individual articles can have different image format settings. Here I can choose Automatic to let InDesign determine whether it exports my pages as JPEGs, PNGs or PDF.

Any of the three choices can give me good image quality, but if I'm concerned about file size, there's a clear choice and that's PDF. It'll make smaller folios in terms of file size than either PNG or JPEG, and choosing PDF also lets users pinch to zoom in and out. However, PDF does have some limitations. First, only viewers in Apple's iOS support the PDF format. You can't preview PDF articles in the Desktop Viewer or in Android devices. You also can't use PDF for smooth scrolling articles.

If you import smooth scrolling articles into a PDF folio, those articles are converted to JPEG or PNG. However, PDF is still recommended format especially if you're targeting the iPad with retina display just because the big reduction in file size from a JPEG or a PNG folio. If I chose Automatic or JPEG I can also pick a JPEG Quality. Naturally as the quality the JPEG images increases so does the file size. In this case, I'm going to select PDF for my folio, which grays out the default JPEG choice, and click OK.

And when I click OK the Folio Builder panel switches so I'm looking at my new folio in the articles view, so Roux Academy > Articles. Now I have a Local Folio, and if I switch to the Folio View in the panel, I can see the disk icon which indicates this is a local folio, right there. I also need to set my Folio's properties which will include things that identify this folio in the Content Viewer library like a publication name and preview images of the cover. I need to supply those preview images because they aren't created automatically.

So before I go to set my properties I want to export images of the pages I'm going to use for those cover previews. If I look in my Pages panel I can see I have two versions of this layout; iPad Horizontal and iPad Vertical. I'll press Command+E or Ctrl+E to bring up the Export dialog box and I'll choose Format > PNG. I could also choose JPEG if I wanted to for the cover previews, and I'll export to the Desktop. I'll name the first one, RouxCatalog_ cover_H, and I'll select to export a range.

In the pop-up on the right, I can pick from my alternate layouts, so I'll pick my horizontal layout, and to just export the single first page of the layout I'll enter a :1. So the first page of the horizontal layout. I'll leave the rest of the options as they are and click Export. Then I'll repeat the process to create the cover preview for the vertical layout. Export, change the file name to RouxCatalog_cover_V, click Save, choose my vertical layout, :1 for the first page and click Export.

Now I can go back to the Folio Builder panel and from the Panel menu I'll choose Properties. I'll give this a Publication Name of Roux Catalog and I'll select the images I just exported for the cover previews. So I'll click on the folder, go to my Desktop and start with the vertical and repeat for the horizontal, and click OK. Now I have my folio created and set with the properties that I want, but at this point the folio is just an empty shell. It has no content yet.

The next step is to add that content in the form of articles.

Find answers to the most frequently asked questions about InDesign CS6: Interactive Documents.


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Q: I'm following along with the movie "Using a SWF slideshow in a PDF," but when I go to the Tools menu in Acrobat, there is no Multimedia option. Can you help me complete the tutorial?
A: With each new version of Acrobat, Adobe seems to enjoy moving commands to different menus, and sometimes renaming them. To remove the background in Acrobat XI, take the Selection tool (black arrow) and right-click anywhere in the window and choose Properties. This opens the Edit SWF dialog box where you can select Transparent Background in the Launch Settings. You can do the same thing by choosing Tools > Interactive Objects > Select Object and then double clicking anywhere on the SWF.
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