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Creating Long Documents with InDesign

Preflighting book documents


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Creating Long Documents with InDesign

with Mike Rankin
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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

Video: Preflighting book documents

When you're working with book documents, you can extend the scope of InDesign's Live Preflight feature from just the current document to all documents in the book or any subset of those documents. InDesign can be constantly checking all the documents and display their preflight status in the panel. So to preflight a book, you just go to the panel menu and choose Preflight Book. You can pick the whole book or if you had selected documents, you could pick them. I don't have any document selected right now, so the choice is grayed out and I have the entire book.

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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

Preflighting book documents

When you're working with book documents, you can extend the scope of InDesign's Live Preflight feature from just the current document to all documents in the book or any subset of those documents. InDesign can be constantly checking all the documents and display their preflight status in the panel. So to preflight a book, you just go to the panel menu and choose Preflight Book. You can pick the whole book or if you had selected documents, you could pick them. I don't have any document selected right now, so the choice is grayed out and I have the entire book.

Next is the Preflight Profile. You can select from the Preflight Profiles available to you in InDesign ones you've created or loaded. Here I have a LongDocuments profile. Or you can use Document's Embedded Profiles. But unfortunately, you can't specify an alternative profile for documents that have not embedded if you use this option. It's going to fall back on the basic Preflight Profile, which isn't really very useful. Nor are Preflight Profiles something you can synchronize with the book panel. That would be really cool, but no. Maybe some future version of InDesign will allow you to do that.

But for now, if you use embedded profiles, they have to be in all the documents you check, so you don't end up using basic. I am going to select Use Profile: LongDocuments. Then I can decide what to include in the preflight: visible and printable layers, just visible layers, or all the layers. I can include stuff on the pasteboard, non-printing objects, and I can choose to generate a report. We will look at one of those reports in a minute. For now, we are just going to click Preflight. InDesign opens each document in the background and checks it against that preflight profile that I picked.

And if it finds errors, it displays little red circles next to each document. If no errors are found, it displays a green circle. So it looks like three of my documents have errors in them: Chapter_01, Chapter_03, and Chapter_04. InDesign will keep preflighting documents in a book until you close the book, and then the next time you open the book, you'll have to choose Preflight Book again from the panel menu to start it up again. Now let's see one of those preflight reports that we can generate. I will go to the panel menu, I will choose Preflight Book, I will select Generate Report, and I want the Entire Book, not just the document I have selected, and click Preflight.

And in the Save window, I have a choice in format. I can either choose a PDF or a text file. They both contain the same information, but I am going to choose PDF just because it's a little nicer to look at. And here's my Preflight Report. So in the PDF, you get the name of the book and the Preflight Profile that was used to preflight the documents, and you get a list of errors. So in my Chapter_01, Cheese_01.indd, the specific error is listed> Looks like the registration color was used--and that's a real prepress no-no--and that there is a suggested fix below.

So instead of registration, apply black or another swatch. And I will continue on down. Chapter_ 02 is okay. Chapter_03 has a problem, and that problem is non- proportional scaling of this JPEG. So I need to go in there and fix the xy scaling. And Chapter_04 as a hidden page item, so I want to go in there and check that and make sure I haven't accidentally hidden something that I actually want to come out in the book. And the rest of the documents are listed, but they don't have any errors, so they're all set.

So it's great to be able to see the preflight status of all these documents at a glance. And when those little circles are green and all your documents have passed their preflight checks, you are ready for output, which is what we will cover next.

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