Creating Long Documents with InDesign
Illustration by John Hersey

Creating Long Documents with InDesign

with Mike Rankin

Video: Setting up preferences

Besides the things you actually put on the pages of your templates, a key consideration is the preferences you include in it. Because certain preferences will be attached to your template and affect every document that's created from it. So with the template open I will press Command + K or Ctrl + K on the PC to bring up InDesign's Preferences. And although it's not indicated anywhere in the Preferences dialog box, some preferences are application wide and apply to all documents, while others are document specific and travel with a document wherever it goes. And if you are going to have a lot of documents to deal with, it's important to setup the preferences right from the start.
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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 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
      48s

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Watch the Online Video Course 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

Setting up preferences

Besides the things you actually put on the pages of your templates, a key consideration is the preferences you include in it. Because certain preferences will be attached to your template and affect every document that's created from it. So with the template open I will press Command + K or Ctrl + K on the PC to bring up InDesign's Preferences. And although it's not indicated anywhere in the Preferences dialog box, some preferences are application wide and apply to all documents, while others are document specific and travel with a document wherever it goes. And if you are going to have a lot of documents to deal with, it's important to setup the preferences right from the start.

They aren't something you can synchronize with the book panel, and you don't want to have to change say like superscript size or a baseline grid increment, for dozens of documents, if you realize down the line that these things need changing. So let's look at which preferences are document specific. In the Preferences dialog box, the first thing I notice is there a whole lot of preferences. There are 18 sets of preferences for InDesign. Fortunately, less than half of them are document specific. The rest will be determined, by the way, a particular user has his or her copy of InDesign setup. So to begin with, nothing in the first two sets of preferences, General, or Interface is document specific.

It's only when you get down to the Type settings, do you get to the first preferences that will stick with the document. Use Typographers Quotes is a document specific preference and another one is Apply Leading to Entire Paragraphs. This one determines whether the largest leading on a paragraph becomes the leading for the entire paragraph, or if it just affects the lines where it's used. So if you want a consistent leading through out your paragraphs, set it to Apply Leading to Entire Paragraphs. The other document specific setting here is Smart Text Reflow. So if you want your documents to be able to automatically expand and contract the number of pages to fit the text, turn this on.

We will cover the details of this in another movie. In the Advanced Type Preferences, the Character Settings are all document specific. So be sure to get your Superscript, Subscript and Small Cap settings nailed down before you start using your templates. In Composition, all the preferences are document specific. The Highlight settings only control what you see on screen, but the Text Wrap settings will control what happens on page. So they're important to get right. All of the Units & Increment settings are document specific.

And all of the Grid settings are document specific, as well as Guides & Pasteboard. Everything here is document specific with the exception of your Smart Guide Options. In the Dictionary settings, everything except the Language and the location of the dictionary is document specific. And now we reach a string of six panels in a row where all the settings apply application wide. So from Spelling all the way down to Display Performance, you don't have to worry about any of these settings in your template. The next thing there is document specific is an Appearance of Black, Overprinting of Black which is typically left turned on.

In File Handling, two things will stick with the document, the Snippet Import preference, whether to import snippets at the Original Location or the Cursor Location and Create Links When Placing Text and Spreadsheet Files. So do you want your Word files and Excel documents to stay linked to your InDesign files or not? And finally in Clipboard Handling, everything is application wide. So you don't have to worry about that. So remember, when you're creating your InDesign templates, don't forget to spend a few minutes making sure that all the document specific preferences are set the way you want them to be in all your projects documents.

It's behind-the-scenes work, but it's important.

There are currently no FAQs about Creating Long Documents with InDesign.

 
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