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Creating Long Documents with InDesign
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Analyzing the planned output


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Creating Long Documents with InDesign

with Mike Rankin

Video: Analyzing the planned output

Let's take a look at the document we'll be working on throughout this course. So here I have my SamplePages document that's the prototype for my project. A designer has created these pages to show how they want things to look, and now I have to use these to create a real functioning template from scratch. And the idea here is to go page by page, from top to bottom, and try to notice all the unique page elements, and to think about the best ways to create them with InDesign's features. So, on this first spread here I have a table of contents, and it has chapter titles with page numbers and it has features within the chapters like I have a poem here, and notice the poem feature has character level formatting.
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  1. 10m 48s
    1. Welcome
      54s
    2. Using the exercise files and scripts
      1m 51s
    3. Long-document workflow overview
      4m 20s
    4. Analyzing the planned output
      3m 43s
  2. 34m 7s
    1. Using master pages
      9m 34s
    2. Using layers
      7m 23s
    3. Using text variables
      6m 42s
    4. Using section markers
      5m 44s
    5. Synchronizing text
      4m 44s
  3. 26m 16s
    1. Using InDesign templates
      7m 10s
    2. Setting up preferences
      3m 27s
    3. Using Word templates
      5m 50s
    4. InCopy workflows
      5m 17s
    5. Creating a production manual
      4m 32s
  4. 40m 2s
    1. Using Based On styles
      6m 14s
    2. Using nested styles
      5m 56s
    3. Using Next Style
      3m 39s
    4. Using GREP styles
      6m 17s
    5. Using object styles
      2m 48s
    6. Using table and cell styles
      5m 8s
    7. Using swatches
      5m 33s
    8. Using Quick Apply
      4m 27s
  5. 37m 57s
    1. Placing text
      4m 57s
    2. Placing images
      3m 41s
    3. Creating metadata captions
      4m 3s
    4. Using Mini Bridge
      4m 38s
    5. Using libraries and snippets
      6m 4s
    6. Using GREP Find/Change
      5m 5s
    7. Find/Change tips
      5m 21s
    8. Using Layout Adjustment
      4m 8s
  6. 15m 53s
    1. Using Notes
      4m 7s
    2. Tracking changes
      4m 36s
    3. Using CS Review
      7m 10s
  7. 34m 43s
    1. Creating tables of contents
      7m 9s
    2. Alternative uses for the TOC feature
      4m 9s
    3. Creating cross-references
      6m 8s
    4. Creating footnotes
      6m 31s
    5. Importing footnotes
      6m 47s
    6. Creating endnotes
      3m 59s
  8. 33m 50s
    1. Scoping out the index
      2m 19s
    2. Creating index topics and references
      9m 29s
    3. Creating index cross-references
      3m 1s
    4. Creating index references with Find/Change
      3m 31s
    5. Generating an index
      3m 35s
    6. Preserving formatting in an index
      5m 13s
    7. Using third-party indexing tools
      6m 42s
  9. 26m 44s
    1. Using InDesign book files
      4m 37s
    2. Numbering book documents
      5m 46s
    3. Synchronizing book documents
      7m 5s
    4. Preflighting book documents
      3m 49s
    5. Outputting book documents
      5m 27s
  10. 12m 54s
    1. Using conditional text
      5m 1s
    2. Using Smart Text Reflow
      4m 3s
    3. Using object styles for customization
      3m 50s
  11. 25m 17s
    1. Preflighting documents
      6m 56s
    2. Exporting to print PDF
      5m 26s
    3. Exporting to interactive PDF
      5m 36s
    4. Archiving a project
      7m 19s
  12. 48s
    1. Goodbye
      48s

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Creating Long Documents with InDesign
4h 59m Intermediate Jan 13, 2012

Viewers: in countries Watching now:

Creating Long Documents with InDesign shows designers how to create book-length documents in workflows with multiple users—using both InDesign features and third-party plug-ins. Publishing veteran Mike Rankin focuses on long document elements such as page and chapter numbering, table of contents, cross-references, and indexes. The course also provides an overview of document construction, from creating master pages and applying consistent formatting with styles to placing text and images and outputting to both print and interactive PDF.

Topics include:
  • Using text variables
  • Creating templates for InDesign, InCopy, and Word
  • Employing nested styles
  • Creating GREP styles
  • Managing color with swatches
  • Building page elements with libraries and snippets
  • Performing GREP find/changes
  • Using InCopy workflows
  • Tracking changes
  • Adding footnotes and indexes
  • Using InDesign book files
  • Versioning documents with conditional text or object styles
  • Preflighting documents
  • Archiving a project
  • Finding and installing useful scripts and plug-ins for frequent challenges
Subject:
Design
Software:
InCopy InDesign
Author:
Mike Rankin

Analyzing the planned output

Let's take a look at the document we'll be working on throughout this course. So here I have my SamplePages document that's the prototype for my project. A designer has created these pages to show how they want things to look, and now I have to use these to create a real functioning template from scratch. And the idea here is to go page by page, from top to bottom, and try to notice all the unique page elements, and to think about the best ways to create them with InDesign's features. So, on this first spread here I have a table of contents, and it has chapter titles with page numbers and it has features within the chapters like I have a poem here, and notice the poem feature has character level formatting.

So, the poem title is in a different font and color. There's also a feature section of recipes down below and these also have some more character level formatting. On the next spread, I've a full-page photo that bleeds off the page on the left, and on the right side I have a chapter number, a chapter title, an intro paragraph with the drop cap, and a series of body text paragraphs and a page number. The next spread is a similar opener spread and I don't see anything unique here, but the fact that I have a predictable series of paragraph styles at the start of each chapter makes me think about using the Next Style feature.

And then I get into the body text pages. I have running headers at the top of the left and right pages, and whenever I see running headers, I think about text variables and section markers, and I have more paragraphs of body text. I have a passage of poetry that's set off from the body text with some extra spacing, and on the right side there's a full bleed photo with the poem and the photo is also behind the header and the page number, which are typically master page items. So, I know I have to think about using layers.

The next spread is an alternate chapter opener design with a two line chapter title and a table. So, I think I'll probably want to make a table style. This spread is followed by some more body text pages with chapter subheadings in them, and I should make a mental note that these headings were in the table of contents. I also have some artwork and a paragraph with some running styling. So, whenever I see that I immediately think of nested styles. On the next spread, there are some smaller subheadings.

There are variations on the chapter subhead. So, now I'm thinking I can base those paragraph styles on the initial chapter subhead styles. And on the next spread, I have some new variations on the photos with these rounded corners. These might be good candidates for an object style, or a snippet or a library item. And then I come to a feature opener spread, which will start a section of recipes. It has an italicized version of the body text. So, again, I'm thinking about based on paragraph styles and then a recipe section with recipe titles, ingredients and steps.

And notice that the ingredients are set in two columns, so I might want to take advantage of InDesign's Spans and Splits feature in those paragraphs. I have more recipes followed by some alternate designs for appendixes that use different border colors around the pages. So, here I'm thinking about using based on master pages. And lastly, I have an index that set in two columns in the main text area. So, to recap, I've seen potential uses for table of contents, next styles, nested styles, based on styles, based on master pages, layers, text variables, sections, object styles and snippets.

There are all kinds of long document features to help me build these pages in InDesign. So, with all this in mind, the first task is to figure out what those page types have in common and go about creating the master pages for my template.

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