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Creating Long Documents with InDesign

Outputting book documents


From:

Creating Long Documents with InDesign

with Mike Rankin

Video: Outputting book documents

Let's take a look at how to use the Book panel to output documents to Print, PDF, and EPUB. Printing book documents is hardly any different from printing any InDesign document, but instead of pressing Command+P or Ctrl+P or choosing Print from the File menu, you use the Book panel. At the bottom of the Book panel there is a button to print the book, and clicking on it will bring up the regular Print dialog box. If you'd rather just print selected documents within the book, select them first before you click the Print button. To export book documents to PDF, you can either use the panel menu and choose Export Book to PDF or you can use the shortcut, holding down Option or Alt and click on the Print button, and then instead you get the Export to PDF dialog box.
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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

Outputting book documents

Let's take a look at how to use the Book panel to output documents to Print, PDF, and EPUB. Printing book documents is hardly any different from printing any InDesign document, but instead of pressing Command+P or Ctrl+P or choosing Print from the File menu, you use the Book panel. At the bottom of the Book panel there is a button to print the book, and clicking on it will bring up the regular Print dialog box. If you'd rather just print selected documents within the book, select them first before you click the Print button. To export book documents to PDF, you can either use the panel menu and choose Export Book to PDF or you can use the shortcut, holding down Option or Alt and click on the Print button, and then instead you get the Export to PDF dialog box.

Now, an interesting option when you're exporting to PDF is way down at the bottom of the panel menu, and it's Merge Identically Named Layers on Export. So let's export a couple of PDFs, once with this on and once with this off to see the difference. First I'll select it and confirm that it's turned on. Then I'll Shift+Click on my Chapter 01 and Chapter 02 documents, and then I'll hold Option or Alt and click on the Print button. So now I'm going to export a PDF of Chapter 01 and 02, and I'll call this one Merged.

Format, PDF (Interactive). I'll click Save, and I'll choose Create Acrobat Layers, and click OK. Then in Acrobat the PDF opens up. I can look at my Acrobat layers, I see the name of my document, and I can tip it open and I can see the same layers I had in InDesign. And I can control their visibility.

One thing it also did is it added this Guides and Grids layer as well. All right! Let's go back to InDesign. We'll deselect the documents, go to the panel menu, and this time we'll deselect Merge Identically Named Layers. So let's just confirm that's off. I'll Shift+Click on Chapter 01 and 02, I'll Option+Click or Alt+Click on Print Again, and we'll call this one NotMerged. I'll click Save, make sure Acrobat layers is turned on, and click OK again.

And here I am in Acrobat. I'll look at my layers, and then instead of a merged set of layers that I had in this document over here, now I have individual entries for each of my InDesign files that's named for the InDesign file. I can tip it open and I can see the layers in that InDesign file. So these are the NotMerged version and this is the Merged version. Now I want to mention two very useful and free JavaScripts that can help you with exporting PDFs of InDesign books. They're both written by Peter Kahrel and can be downloaded from a collection of free scripts on his web site.

The first is simply called pdf_export. So I'll go to my Scripts panel and I'll double-click on pdf_export. It opens a dialog box where I can have InDesign remember the name, location, and PDF preset that I used for this particular document or book. This is really useful because by itself, InDesign only remembers the last-used settings, regardless of which document or book was output to PDF. So say you're producing books for five different clients. Wouldn't it be cool if you could always use the same output PDF folder or output PDF settings? Well, with this script, you can.

I'll cancel out of there, and we'll check out the second script. It's called pdf_individuals. I'll double-click to run it. And this script allows you to overcome one of the limitations with the Book panel's Export to PDF feature. By itself, InDesign will always export book documents to a single PDF file, and this happens no matter what you have selected in the Book panel. There's no option to output one PDF per document or single-page PDFs. But with this script you can output single-page PDFs, document-length PDFs, or section-length PDFs, right down here in the Export document options.

So whole documents, single pages, or go by the sections. I can also choose a PDF preset, and I can choose whether to view the PDF after exporting. Just be a little careful. If you select individual pages and then View PDF after exporting, so if you had 500 pages worth of book documents, you're about to have 500 PDFs try to open on your machine. You can also use the Book panel to export a book to the EPUB eBook format. It's a little different from print and PDF export, in that that there's no option to export selected documents to EPUB.

So even if I had Shift+Clicked to select a few documents and then go to the panel menu and choose Export Book to EPUB, it's not going to just export Chapters 02, 03, and 04 to EPUB; it's always going to export the entire book. For a detail rundown of all of InDesign's EPUB export settings, I recommend you check out Anne-Marie Concepcion's InDesign CS5.5 to EPUB, Kindle, and iPad. Whether you're outputting to print, PDF, or EPUB, you can use the Book panel to output multiple documents at once.

This concludes our look at outputting long documents. In the next chapter we'll see how to customize long documents using conditional text.

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