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A folio is the basic unit of production in the DPS workflow. So let's see how to create and work with folios in the Folio Builder panel in InDesign. First off, folios are composed of one or more articles. Each folio you produce becomes an issue in the library of either the generic Adobe Content Viewer or a custom multi-issue viewer. If you create a custom single issue viewer, the folio includes all the contents of that viewer app. In InDesign, you use the Folio Builder panel to create folios and articles. You can open the Folio Builder panel by choosing Window > Folio Builder.
You don't have to have any InDesign documents open to see the folios you've created. The Folio Builder panel includes three views, the Folio View, Article View and Layout View. And until you get oriented it can be a little confusing about what's being displayed. Right now in my folio panel I can see at the top that I'm in Folio View and that all these folios are Local. They haven't been uploaded to my account. If I were signed into my account @acrobat.com, I would get a pop-up menu here or I could choose to view just my Local folios, just ones in the cloud, private folios, shared folios or all folios.
On the right I have a menu where I can sort my folios, according to when they were updated, alphabetically, by publication date, and I can reverse the listing. The circle on the far right indicates my status, as to whether I am signed into my account. In the Panel menu I can create a new folio, sign in to my account, sign up for an account, open the DPS web site, go to the DPS Help page and check which version of the DPS tools I'm using. Let's check which version of the tools we are using. These tools are updated quite frequently and the way you can tell exactly which version or drop of these tools you have is by the numbers after last period.
So in this case I'm using drop 20. In the main part of the panel, I am now looking at my folios. If I hover over one, I get a tooltip displaying some information about the folio. If I click on the folio, it's highlighted. Now in the Panel menu I have more options. So for example, I can rename the folio, I can delete the folio, I can check its properties, and so on. Let's look at the Properties. Publication Name is the name that will appear in the viewer application. If I'm just working with a Local folio, I don't need to give it a name.
It's important that you don't use any special characters in the publication name to avoid any problems, so just stick to numbers and spaces. Selecting Right Edge Binding will create a folio that displays articles from right to left, rather than left to right in the viewer. I can assign separate Cover Previews for both the horizontal and vertical orientations. Cover images should be 72 pixels per inch, JPEG or PNG files, with the same pixel dimensions as the device you are targeting. So for an iPad you could create a cover preview that was 1024x768.
For now, I'll just cancel out and we can continue our tour of the panel. To view the articles within a folio, I can either click on the small triangle on the right-hand side or I can double- click anywhere within the folio listing. Now I am at the Articles view, where I can see all the articles in the folio that I double-clicked. And I can click and drag to rearrange articles if I want to. In the Articles view, I can go to the Panel menu and I can import additional articles. I can import a Single Article or Multiple Articles.
With an article selected, I can update it, I can rename it, I can delete it, or relink it to a different InDesign file. I can also set properties for the article. The Title is what will appear as a title in the viewer. The title is different from the article name that you see in the Folio Builder. The Article Name is what's used to create links between articles. I can set a Description to appear when the folio is viewed in browse mode. Down below for the Table of Contents Preview, I can have a thumbnail automatically generated or I can replace that with a custom icon that I specify here.
The file would need to be a 70x70 pixel PNG file. For articles that are made up of just one page, I can select Smooth Scrolling and I can select it in Horizontal Only, Vertical Only or in Both Directions. If I don't select Smooth Scrolling, then scrolling will snap to each page. I can select Horizontal Swipe Only to allow users to move through an article by swiping left and right, instead of up and down. Byline would typically be the author's name; Kicker would be the section title of the overall publication.
You can also tag an article as an advertisement to prevent it from appearing in the viewer Table of Contents. Folios are made up of articles and articles are made up of layouts. So when I am at the Articles view, I can see its layouts either by clicking the small triangle on the right or double-clicking the Article Name. Now I am at the Article view. If I hover over an article, I can see its location on disk and to open a layout, I could double-click on it. So in the Folio Builder panel, double- clicking always drills down, from folio to article and from article to layout.
To go back up one level from the Layout view to the Article view, I can click on the folio name, now I am back up at the Articles level, and then to go up to the Folio View I can click on the little triangle on the left. Now I am at the Folio View. At the bottom of the panel, I have buttons to preview the folio, create a new one or to delete a selected folio. So that's an overview of the Folio Builder panel. Next, we will create a new folio and set up its properties.
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