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Creating Long Documents with InDesign

Using Layout Adjustment


From:

Creating Long Documents with InDesign

with Mike Rankin

Video: Using Layout Adjustment

One of the most dreaded things you may be called on to do is to deal with a change in the size and dimensions of your long document after it's in production. Hopefully this never happens to you, but if it does and you have a very simple design, the Layout Adjustment feature might help you avoid repouring or relaying out the whole book. When you alter the size of a document with Layout Adjustment on, InDesign moves and resizes page items according to their relationship with margins, columns, and ruler guides. Layout Adjustment works best on simple repetitive layouts, like a book where there's a main text frame that extends all the way to the margins and not much else on the page.
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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

Using Layout Adjustment

One of the most dreaded things you may be called on to do is to deal with a change in the size and dimensions of your long document after it's in production. Hopefully this never happens to you, but if it does and you have a very simple design, the Layout Adjustment feature might help you avoid repouring or relaying out the whole book. When you alter the size of a document with Layout Adjustment on, InDesign moves and resizes page items according to their relationship with margins, columns, and ruler guides. Layout Adjustment works best on simple repetitive layouts, like a book where there's a main text frame that extends all the way to the margins and not much else on the page.

But for highly designed layouts where each page is handcrafted and unique, those are probably not going to work well with Layout Adjustment. So the first thing to know about Layout Adjustment is where to turn it on and off, and not surprisingly, that's in the Layout menu. We'll choose Layout > Layout Adjustment. And first, you can enable or disable it, and when it's enabled you have several options. First is the snap-to zone. If an object is this close or closer to a guide, column, or page edge, it will snap to that thing when the document is changed.

Next you have a choice of whether to allow graphics and groups to resize. You can decide whether ruler guides are allowed to move or they stay fixed, or you can completely ignore ruler guide alignments. So if you have pages that are cluttered with lots of ruler guides that don't really indicate where things should be on the page, you might want to select this. You can also ignore locks applied to objects and layers. So I'll click OK and now we'll change this document. Right now, it's a 6x9 trim. We'll press Command+Option+P or Ctrl+Alt+P to bring up the Document Setup dialog box, and we'll change the Page Size.

We'll choose Letter - Half, which will make it 5.5 inches wide by 8.5 inches tall, and click OK. And we can see that Layout Adjustment did a pretty decent job here. Things are still fitting to the margins. If I go up to the first page, I can see that's the case here on my main text frame and the full-bleed photo is still going out to the bleeds on the top and on the sides, but because it's different proportions, it can no longer go to the bleed on the bottom. But basically things look okay. This isn't too terrible.

And again, this is because it's a very simple layout, where the frames go to the margins. Now for comparison, let's do the same change with Layout Adjustment off, just to see the difference it makes. So I'll undo. Now I am back at 6x9 trim size. And I'll go to Layout > Layout Adjustment and turn it off, and click OK. Then again, I'll press Command+Option+P or Ctrl+Alt+P on the PC and change my Page Size to Letter - Half, and click OK.

And now you can see things stayed exactly as they were. They completely ignored the fact that the trim size has changed. So my full-bleed photo goes way out into the pasteboard now, my text frame goes way out past the margin, and so forth. And if I look at my other page, I can see similar results there. I'm going to undo that. Here are two other tips for using Layout Adjustment. First, to keep the distance between any two items the same, group them. So I'll select these two photos, I'll Shift + Click on both of them and group them. Now if I use Layout Adjustment, this distance will stay the same.

The second tip is you can use a free script that comes with InDesign to improve the results you get with Layout Adjustment. It's called AddGuides and it's in the Scripts panel in the Samples folder. So if I look in my Scripts panel, in my Samples > JavaScript, I have AddGuides. And if I select an object on the page and double-click, I get this option to add guides all around and in the center as well. I'll deselect Horizontal and Vertical Center, so I'll just add guides to the top, left, bottom, and right, and click OK.

Now I have guides added all around that will help Layout Adjustment resize this better. You may have to do some experimenting with different settings and techniques, like grouping and adding guides to get the best results with Layout Adjustment, and keep your expectations low when it comes to really complex documents, where it may actually be impossible to get exactly the results you want.

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