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Placing text

Placing text provides you with in-depth training on Design. Taught by Mike Rankin as part of the Cre… Show More

Creating Long Documents with InDesign

with Mike Rankin

Video: Placing text

Placing text provides you with in-depth training on Design. Taught by Mike Rankin as part of the Creating Long Documents with InDesign
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  1. 10m 48s
    1. Welcome
    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 8s
    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 45s
  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. 39m 52s
    1. Using Based On styles
      6m 4s
    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 54s
    1. Using Notes
      4m 7s
    2. Tracking changes
      4m 36s
    3. Using CS Review
      7m 11s
  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 46s
    1. Using InDesign book files
      4m 38s
    2. Numbering book documents
      5m 46s
    3. Synchronizing book documents
      7m 6s
    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 18s
    1. Preflighting documents
      6m 56s
    2. Exporting to print PDF
      5m 27s
    3. Exporting to interactive PDF
      5m 36s
    4. Archiving a project
      7m 19s
  12. 48s
    1. Goodbye

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Placing text
Video Duration: 4m 57s 4h 59m Intermediate


Placing text provides you with in-depth training on Design. Taught by Mike Rankin as part of the Creating Long Documents with InDesign

View Course Description

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
InCopy InDesign

Placing text

While you can of course enter text directly in InDesign or use an InCopy workflow, it's most likely at some point you're going to have to place a manuscript from text files like Microsoft Word or RTF. So let's take a look at the import options and the options for flowing text once we have placed it into the InDesign document. So I will start here with an empty InDesign document, and I can choose File > Place or press Command+D or Ctrl+D on the PC, to get the Place dialog box, and I can navigate to this rtf file. I can either click on Show Import Options or I can hold down the Shift key while I click on Open.

And this brings up the Import Options dialog box. In this dialog box we can choose what comes into InDesign and how it's formatted. In this top section, I can include or exclude certain kinds of text. So I can bring in TOC Text and Index Text, but these won't actually use InDesign's Index and TOC features. For footnotes and endnotes, if you bring them in, InDesign will number them according to its own numbering options and disregard the numbers that were used in Microsoft Word. Both footnotes and endnotes are placed at the end of the story.

Then I can have straight quotes or curly quotes. And in the Formatting section, the first choice is whether to remove Word styles and formatting or to preserve it. So I can remove or preserve. If I remove, I can still preserve things like bold and italics by selecting Preserve Local Overrides. If I choose to preserve my styles in formatting, I get several more options. First of all, what to do with manual page breaks: should I keep them, convert them to column breaks, or make no break at all.

I can Import Inline Graphics, although this is one to consider carefully since there's a good possibility those graphics won't be of suitable quality for print work, I can have InDesign import all the styles, including unused ones from the document, or deselect this to just import the used styles. I can preserve Track Changes. I can preserve the appearance of bullets and numbering by converting them to actual text, or I can make them into InDesign bullets and numbering which may make their appearance change. Then what should happen when a style in the InDesign document has the same name as the style in the incoming text file? If I import styles automatically, I can throw out the Word style definition, or I can redefine the InDesign style to match it, or I can rename the styles so they stay independent.

I can customize the Style Import and click on Style Mapping to set up a mapping from all the text file styles to my InDesign file styles. I can click on a style and get a menu of all the styles in the document. And finally, if I know I am going to use these same presets over and over again, I can click on Save preset and save all these settings so I can apply them with one click. And that's what I've done here. I have saved a preset called CheeseBook. So I will select that. It sets up all the options the way I want them, and I can click OK.

Now I have a loaded cursor where I can see a little bit of text that I am going to flow into the document. I can either click into an existing frame or I can click into an empty area to draw a new frame. So I will click here in my main text area, and it goes out to the margins. And I can see down at the bottom-right corner I have an overset marker, indicating that there's more text than will fit in this single frame. So I am going to undo, and I will look at another way to flow text. I will hold down the Option or Alt key and you can see the cursor change, and this is semi-autoflow text.

So I will click again, and now I still have my loaded cursor. So I can press the spacebar and go down to another page in my document, and again, I will hold Option or Alt, and I will click to flow the text, and so on. I keep that loaded cursor as long as I hold down Option or Alt while I click. I will undo a few times, go back to the first page on my document, and we will see a different option. This one is called Fixed-page autoflow. And I hold down Shift+Option or Shift+Alt on the PC, and you can see the cursor change again.

Now there is a straight down-pointing arrow, and this one will flow all the text into all the existing pages of the document, but it won't add any pages to the document. So when I click and I hold the spacebar to see my other pages, so it filled all four pages of the document. But I still have a little bit of overflow here. So I am going to undo again, go back to my first page, and this time I'm just going to hold down the Shift key. Again you can see the cursor change, and this is full autoflow text.

So this will flow all the text into this document, and it will add pages to the document if there aren't enough to accommodate all the text. So I will click and you can see it added two new pages to the document so that there's no overset text. Now that we have seen the options for bringing text into our layouts, next we'll see the options for placing images.

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