InDesign CS3 Professional Typography

InDesign CS3 Professional Typography

with Nigel French

 


A successful layout starts with the smart use of typography.InDesign CS3 Professional Typography begins with the basics by working with text manually and understanding character formatting, then progresses through the more advanced features of InDesign CS3, such as setting up and applying paragraph and character styles, using OpenType fonts, and understanding how kerning, tracking, and leading affect readability. InDesign CS3 Professional Typography also covers the advanced implementation of nested styles and sequential styles, finessing such typographic details as ellipses, apostrophes, and fractions, using baseline grids, and applying special effects to your type. Exercise files accompany the tutorials.
Topics include:
  • Placing and flowing text Choosing and formatting type Setting leading for best readability Using kerning and tracking Working with special characters Aligning type Applying paragraph styles Creating nested and sequential styles Working with text wraps Working with baseline grids Applying type effects

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author
Nigel French
subject
Design, Typography
software
InDesign CS3
level
Intermediate
duration
6h 33m
released
Feb 05, 2008

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Introduction
Understanding how to use this course
00:00Hi, my name is Nigel French, a graphic designer and instructor living in
00:04Brighton, England and I am here to teach InDesign CS3 Professional Typography
00:10where we will be looking at the finer points of working with type in Adobe
00:13InDesign as well as digging deep into many timeless typographic concepts and
00:18principles.
00:20We will be looking at the type related features and preferences within the
00:23application. To effectively use this title it is advisable that you have some
00:28prior knowledge of InDesign. If you are new user, lynda.com has the InDesign
00:34Essentials Training title, which I advise you to check out first.
00:38Feel free to jump around from chapter to chapter but these lessons are intended
00:43to built upon each other, enjoy.
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Using the exercise files
00:00If you are a Premium Member of the lynda.com Training Library or if are
00:04watching this tutorial on a disk you have access to the Exercise Files used
00:09throughout this title.
00:09The exercise files are arranged by chapter and there is also a separate folder
00:15called Text from which I will be accessing certain text files. I have tried to
00:20limit my use of fonts to those fonts that come with InDesign, so you should
00:24have all the fonts that I am using, if you don't feel free to substitute your
00:28own. Let's get started.
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1. Getting Started
Working with essential preferences and setup
00:00Welcome. In this movie we can get acquainted with some of the terminology I
00:04will be using throughout this title. I am in a document called
00:08type_anatomy.indd, which is in the Getting Started folder. I am going to
00:11zoom-in on the top portion of the page by pressing down my Command+Spacebar and
00:16dragging out a Zoom marquee over that area.
00:19So throughout these exercises I will be making frequent reference to things
00:24like baseline, the invisible line on which the type sits, X-Height, which is
00:30the height of the lowercase characters. Ascender the portion of the letters
00:35that goes above the X-Height and Descenders the portion of the letters in this
00:41case the Y, the P, the G and the second P that goes beneath the baseline.
00:46Let's now zoom-out and back in again to this portion of my page. I am also
00:54going to frequently mention Serif and Sans Serif, the broadest distinction one
00:59can make between typefaces. On the left we have an example of a Serif typeface
01:05Adobe Garamond Pro with the Serifs themselves circled and a Sans Serif type
01:11face Myriad Pro.
01:13Now I am going to zoom in on this bottom portion of my screen, just to let you
01:18know that for the most part I prefer to work in picas or points. These are a
01:24typographic unit of measurements 6 picas = 72 points = 1 inch = 2.54 cm or 25.4 mm.
01:36Now picas are little bit tricky at first because they are non-decimal, they are
01:40in units of 12. 1.5 picas is actually expressed as 1 pica and 6 points, which
01:48is 18 points, or 0.25 of an inch etcetera. They take a little bit of getting
01:53used to, but once you are used to them I think you will find they make the most
01:57sense when working with type and they make the most sense because type is
02:01always expressed in points and so are things relating to type like Leading the
02:06space between the lines.
02:08Another unit of measurement I refer to is the Em Space. This is a relative
02:13unit, which is the size of your type. For example if you are using 12 point
02:17type and Em Space is 12 points, an Em Space is half that width. When working
02:25with measurements in InDesign you can change your unit of measurement by
02:29right-clicking in the ruler. If you are a Mac user with a single-button mouse
02:35you can hold down the Control key and click in the ruler to quickly change your
02:39measurements. You could also come to your Preferences and change them here in
02:44units and increments and you have both a horizontal and vertical measurement.
02:50If you are like me certain things make more sense in points and other things
02:55like most sense in inches or if you are from Europe in mm or cm. The good news
03:01is that we can input our measurements in any of InDesign supported measurement systems.
03:08So for example even though I am in Points, if I want to make this black
03:13rectangle 1 inch wide, I can come up to my Control palette and type in 1 in
03:21just so long as I identify the measurement as being inches then press Tab,
03:26InDesign will convert that to the equivalent in Points, my default unit of measurement.
03:31I should also make reference to my Workspace, which is the arrangement of my
03:36palates. Here on the Window menu, I am using the Default Workspace but I am
03:43doing one thing extra with my Default Workspace. So if you use the Default
03:49Workspace, your interface will look like mine with the one exception that I am
03:54about to address now and that is that I would like to contract my panels on the
03:59right hand side to maximize my working area. The only downside of that is that
04:04your panels are not identified by the name but only by their icon, but you very
04:09quickly become used to them. And to contract I just pull that in like so
04:14allowing me to expand my working area.
04:18I should also disclaim that technically in CS3 all of these things are called
04:25panels however while I sometimes refer to them as panels through force of habit
04:30I often refer to them as palettes and that's because in InDesign CS2, in
04:36earlier versions that's what they were called. So if you hear me using those
04:41two terms interchangeably that's just because it's a habit I am finding hard to
04:45break. One other thing I would like to make reference to is that InDesign like
04:50all major applications allows you many different ways of doing the same thing.
04:55For example when setting your type there are numerous ways you can do this and
04:59I just want to point out my personal preference and some of the other ways
05:03which I am not using. If I double- click in that piece of type down there, for
05:09the most part I am setting my type options using the Control palette which is
05:15this horizontal palette that sits at the top of my screen. The Control palette
05:20is divided into two parts when working with type, the Character Formats as
05:25identified by the A and the Paragraph Format as identified by the Paragraph symbol.
05:30The Control palette comprises the options in the Character palette, which I
05:36will tear off right there, and the Paragraph palette. So there is a duplication
05:44of functionality here because the character formatting level of the Control
05:49palette is the same as the Character palette and the paragraph level is the
05:55same as the Paragraph palette. I prefer to not use my Character palette or my
06:00Paragraph palette simply because not having to have them open allows me to
06:06maximize my working area.
06:08Okay, let's get on and explore the movies.
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Dealing with missing fonts
00:00Before we get into the meat of this title, let's deal with how to handle
00:04missing fonts, should you encounter them. This document called fonts.indd in
00:09the Getting Started folder is simply a list of the fonts that I am using
00:13throughout these movies. I have restricted my usage of fonts to this list
00:17because these fonts come bundled with InDesign. So if you have installed
00:22InDesign you will have these fonts.
00:25If for whatever reason you don't or you run across a missing font in another
00:29file, here is how to handle it. I am going to go to my File menu and choose
00:34Open and I am going to choose this document missingfonts.indd from the Getting
00:39Started folder and I see there, my alert that I am missing a font and I can now
00:46click on Find Font to give me a list of the fonts in my document and the
00:51opportunity to change them.
00:53I am actually going to click OK before I do that, just so that we can see what
00:59the missing font will look like within InDesign. Now in my Preview View mode,
01:04which is the one that I am in currently the View mode, that doesn't show me any
01:09of my guides or non-printing characters. I will not see my missing fonts. So I
01:15need to go to my Normal View mode and when I do any fonts that are highlighted
01:22with this pink highlighting such as down here are missing and I am not going to
01:28print correctly. I will just point out that this a composition preference, the
01:35highlighting of missing fonts and if you are a Windows user your Preferences
01:41are under the Edit menu.
01:43Okay having identified that we have missing fonts, to change them I am going to
01:48go to my Type menu and pull down to Find Font. This is going to take me to the
01:54same place that I would have got to had I clicked on Find Font when I first saw
02:00that alert after opening the document. Here I see a list of the fonts in my
02:05document with a warning triangle next to the one that is missing and I now need
02:09to decide what I want to replace it with. Since this is Myriad Pro Black
02:15Condensed, I am going to change this to its closest match, which in this case
02:23is Myriad Pro Bold Condensed, not so different.
02:28There is one another thing that I can do and this is new in InDesign CS3, if
02:34you are using paragraph styles and the paragraph style definition calls for
02:38this missing font, we can redefine that style definition so that it now uses
02:44this new font that you have substituted for it, and that's probably a good
02:49idea. So I am now going to click Change All, then click Done and we see that
02:54the pink highlighting has disappeared and I no longer have missing fonts in my document.
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2. Placing and Flowing Text
Working with text frames
00:00In this chapter we are going to look at text flow methods Manual, Semi
00:04automatic, Auto flow, Auto flow without adding pages. Before we do that I am
00:09going to have quick refresher on working with Text Frames, the anatomy of a
00:14text frame how we create text frames and how we make simple text selection.
00:20So here I am in InDesign and when I click on this text with my Selection tool
00:26we see that the text frame, the handles, the In-port and the Out-port both
00:33currently empty indicating that we are seeing the beginning and the end of the
00:38story. If I resize this text frame like so if I pull it up from the bottom so
00:45that not all the text fits, I now have overset text or over matter as indicated
00:51by this red plus symbol here. To continue this text flow let's say I want to
00:57continue it in the second column here. Just so that I can see my column I am
01:01going to come to my viewing modes and switch to Normal. Click on the red plus
01:05symbol to load my cursor and then click in column 2 to flow the text into column 2.
01:11I now see a blue triangle in the In- port of column 2 and in the Out-port of
01:19column 1 indicating the continuation of the text. I am going to undo that. So I
01:24am going to press Command+Z or Ctrl+Z three times to go back to this point
01:31where we see that the whole story.
01:33And now I just want to move on and talk about some text selection methods.
01:38Selecting the text frame with my Selection tool gets me the handles enabling me
01:43to move or resize the text frame. But if I want to select the content of the
01:48text frame I need to be in my Type tool. Rather than select the Type tool
01:51quicker than that is to just double- click on the text frame and your typed
01:57cursor is inserted at that point into the text frame. To select a particular
02:02word double-click it, a line three clicks, a paragraph four clicks and the
02:11whole story five clicks or easier than that and it will save you getting
02:15repetitive stress, Command+A or Ctrl+A.
02:20Now if I wanted to create a text frame in my document, I could use my Rectangle
02:26Frame tool, click in it with my Type tool or easier than that just use my Type
02:30tool, click and drag and notice I am dragging from guide to guide, so that I
02:36make sure I create a text frame that is an exact column width. And now I am
02:42free to just type my content into that text frame, when you do that you will
02:50almost certainly end up with a text frame, a bit bigger then you need it to be,
02:55so to tidy thing up, as a house keeping measure, you probably will want to come
03:01to the Object menu, Fitting, Fit Frame to Content or quicker than that use the
03:09shortcut Command+Option+C or Ctrl+Alt+ C and that's going to shrink the text
03:17frame so that it's just big enough to contain the content.
03:20Okay let's now move on and take a look at our text flow methods working with
03:26text that has been prepared and word processing programs like Word or TextEdit.
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Working with manual text flow
00:00Let's look at Manual Text Flow, which is most appropriate when you have a short
00:04burst of text and you are not really sure exactly where you are going to go
00:08with it. You want to want to flow it, maybe get a sense of how long it is but you
00:12don't to flow multiple pages of this text but just rather get a single column or page.
00:19In InDesign I am going to begin with a new document that's File > New Document
00:25or Command+N or Ctrl+N and I am going to work with a Half Letter size. My
00:31current unit of measurement is Picas and I have a 3 pica margin which is half
00:39an inch or 12.7 mm and that's fine. One page, Facing Pages, 1 column. There is
00:48my blank page.
00:49Now on my blank page I am going to place my text. Notice I am not going to draw
00:54a text frame first because InDesign is going to create the text frames for me.
00:58So File > Place or very useful keyboard shortcut is Apple+D or Ctrl+D and the
01:07text I am going to use is from the Text folder which is the Exercise Files
01:11folder and it's this document here text. rtf, it's actually an excerpt of Crime
01:20and Punishment. There is my loaded text cursor and we see a little excerpt at
01:28the beginning of the text on that cursor and this is new in CS3, gives you
01:33better sense of exactly what text you are about to flow.
01:37In terms of my accuracy of placement the width of this text frame is going to
01:41be determined by the column that I set up when I created the document. So I
01:46don't need to worry about where I place my cursor horizontally but vertically I
01:51need to be on that top margin assuming that I want my text flow to begin on the top margin.
01:56Notice that when I move my cursor with a certain proximity of that guide, the
02:02black arrow turns white and that's with the Snap to Guides feature turned on
02:08which it is at the moment, the Snap to Guides feature, by the way is right
02:14there and we see that it is On.
02:16So then when I click that's where my text begins and my text now stops. It
02:23flows a single column or a single page and then we see the Overset Text icon.
02:29Now to continue that text flow I would need to use my Selection tool. If I
02:35wanted to just place the overset text on the pasteboard, click in the red plus,
02:40click on the pasteboard. The text frame that is created on the pasteboard is
02:46exactly the same column width as the text on my page and we can see I have got
02:52more of a matter than that. Maybe I want to create extra pages to add
02:56the additional text to or maybe I just want to leave it here for now and work
03:01with other elements of my layout.
03:03I could if I wanted to get a sense of how much text there is in the story, use
03:09my Info palette and when I double- click inside my text frame I should get a
03:16character, word, line and paragraph count and you will see there are two
03:20numbers there and the plus symbol indicates how much of that is overset. So I
03:26got 3145 words overset in this case. Let's now take a look at working with
03:33Autoflow, which for a long continuous flow of text like this may be more appropriate.
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Working with Autoflow
00:00Auto Flow is suited to long continuous flowing text. InDesign automatically
00:05adds as many pages as necessary to accommodate the text in your text file. It's
00:10most applicable when working with single column documents. As in the previous
00:15movie I am going to begin with a new document Command+N or Ctrl+N and I am
00:21going use a Half Letter size with 3 pica margins, one column and Portrait
00:28orientation. Now I am going to place my text file and that's the keyboard
00:33shortcut Command+D or Ctrl+D, File > Place. I am going to use the text file
00:41that's called text.rtf, which is in the Text folder in the Exercises Folder.
00:48Once again there is my loaded type cursor. All I am going to do differently
00:52this time to what I did before is hold down my Shift key, when I hold down
00:57Shift key the appearance of my cursor changes, I want to make sure that it
01:01begins flowing from the top margin, so I am going to close to the top margin,
01:06the black arrow becomes a white arrow, then when I click we can see I got my
01:11pages handle open. It's added as many pages as it needed to accommodate all of
01:17that text and if I go to page 10, click on that text frame. The Out-port of that
01:23text frame is empty indicating the end of story.
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Working with semi-automatic text flow
00:00Semi-automatic text flow is preferable when you have a non-contiguous flow of
00:04text. For example in a more magazine or a newspaper style of layout, where you
00:09want to control exactly where the text goes. I am working with the file called
00:14semi_auto.indd and this is in the Placing and Flowing Text folder in the
00:19Exercises File folder and what I have here is a three page layout of dummy text
00:25and if we just take a quick look at what we have going on, there are pages two
00:30and three and I have this gray box just as a picture placeholder.
00:33Now what I want to do is I want to place another text file in this document,
00:39which is a supporting or a side by article and I want that text flow to begin
00:43here where I have drawn this guide and then continue on page two and then on
00:50page three, in the outside columns. Now because I need to be more targeted
00:56about exactly where my text goes, Auto- Flow is not going to work for me here. I
00:59am going to place my text file in the same way that's Command+D or Ctrl+D and I
01:04am going to use as before the file that is called text.rtf in the Text folder,
01:12in the Exercises File folder and I will click Open.
01:16There is my loaded type cursor. Now let me just show you what would happen if I
01:21Auto-Flow this. So I am going to Auto- Flow and it is going to create quite a
01:25mess because you will see that the Auto -Flow knows no discretion, it is just
01:32going to trample over all of the text that's already there, creating rather a
01:37challenge for our readers.
01:38So I am going to undo that. Returns of my first page and now for Auto-Flow we
01:47hold down the Alt key or the Option key and it's very much like Manual text
01:52flow except that rather than us having to click in the red plus symbol, it will
01:58load the cursor for us. So let's us save this as a step, there we go. So
02:08Semi-Automatic flow, hold down Option or the Alt key.
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Using Autoflow without adding pages
00:00Our fourth text method is Autoflow without Adding Pages, which kind of does
00:06what it says on the tin and it's useful when you have a specific number of
00:12pages in your document and there is no point in adding more pages because you
00:17don't have that luxury. So you need to work with the number of pages that you
00:20have. In InDesign I am going to create a new document Command+N or Ctrl+N and I
00:26am going to use the same specifications as before, it's going to be a Half
00:31Letter page, one column, 3 pica margins, this time however I am going to say
00:39number of pages 8 because our publication is going to be 8 pages long.
00:44Click OK; place my text file, Command+D or Ctrl +D. I am going to be using the
00:51text.rtf document from the Text folder in the Exercise Files folder. Now if you
00:58watch the Autoflow movie you will remember that this document ran to 10 pages
01:02long we only have 8 and that's why we need Autoflow without Adding Pages just
01:08as before but this time the key combination is Option+Shift or Alt+Shift and we
01:15get another type of cursor. Again I want to make sure that my black arrow
01:21becomes a white arrow indicating that I am going to snap to that top margin,
01:25Option+Shift or Alt+Shift down, click.
01:28Now if I go to my Pages panel I see that we have still got 8 pages and on page
01:358 I see my Overset Text icon. How I handle things from now on depends on number
01:44of factors but I can make the text smaller, I can perhaps edit the text. If I
01:49want to see the text and get an idea of by how much we are running over, I can
01:53click on the red plus symbol and that flow that on the pasteboard and that will
01:59create another text frame that is exactly the same column width and perhaps I
02:06will double-click to insert my Type cursor into that text frame.
02:10Go take a look on my Info palette just to get a sense of by how much we are
02:15running over. So I am not including this because this is not included in the
02:20over flow or in addition to that I am running over by another 338 words. So
02:27that is Autoflow without Adding Pages, Option+Shift or Alt+Shift.
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Placing multiple text files
00:00A great new feature in CS3 is the ability to place multiple text files in one
00:05go. I am in a document called multipleplace.indd. This is a four page document
00:09in which I have three stories. I have drawn placeholder text frames and I have
00:14threaded those text frames together. For demonstration purposes I have put the
00:19individual stories on separate layers so that their frame edges show up as
00:23different colors. I have one story beginning on page one threaded to page two
00:30and three and then through to page four. I have a second story on bottom of
00:36page one and a third that begins on page two goes to page three and continues
00:42to page four.
00:42Now I just need to quickly get some text into these text frames. So I am going
00:49to use my Place command, File > Place, or the keyboard shortcut Command+D or
00:57Ctrl+D and from the Text folder in the Exercise Files folder, I am just going
01:01to grab these three stories right here, holding down the Shift key to make a
01:06multiple selection, click Open and now we see our loaded text cursor. Two
01:10things to note here one is if I hover that loaded text cursor over a text
01:18frame, we see parenthesis around it rather than like that, it kind of bulges
01:25indicating that you are about to place the text into a text frame.
01:29But the second and the most important thing that I want to point out, that's
01:31relevant to this particular exercise is that we see after the loaded text
01:36cursor a number in parenthesis telling me how many stories my cursor is loaded
01:42with. Now if the first story that comes up is the not the one I want to place
01:47first of all, I can press my down arrow to cycle through those stories and I
01:52see the first few lines of text indicated and I am going to place my
01:59declaration of independence right there, my Gettysburg address I am not going
02:04to deal with that yet, so I am going to go to this one, the Churchill document
02:07that's going to go right there and then my Gettysburg address will go right there.
02:14So you see how very quickly and easily we can get the text into our document
02:19and I could now go on and create my styles and format this text. Now I am going
02:24to back up and show you a slightly different approach. So I will Command+Z or
02:29Ctrl+Z several times until I have no text in my document. If I still have a
02:41loaded type cursor I can keep pressing Command+Z or Ctrl+Z or to unload my
02:45cursor just click on my Selection tool.
02:49I am now going to do a multiple drag and drop from Bridge and I could access
02:55Bridge from up here on the Control panel. If you are not familiar with Bridge,
03:00it's a fantastic standalone application that comes with the Creative suite and
03:05this is just one of the many, many things that we can do with it. You might
03:09want to check out the lynda.com title on Bridge. So in my main content area I
03:14now need to navigate to the place where my Text folder is, right there and then
03:20I am going to grab the files that I want.
03:23I am going to switch to something called Compact mode, which is going to reduce
03:29the size of my Bridge window. The thing about Compact mode is that Bridge will
03:34stay at front of whatever is your active application, so even though I am back
03:38in InDesign now, I can see my files in Bridge and now I can just drag them from
03:45Bridge over into my document when I click on the InDesign window, we see once
03:52again I have my loaded type cursor and just as I did before I can cycle through
03:57those and click to insert them into the text frames. So two different
04:07approaches to doing a multiple place of text files.
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Mocking up pages with placeholder text
00:00We have seen the different text flow methods, but there is a fifth method that
00:03a lot of people prefer to adopt and that's working with Placeholder Text.
00:08Placeholder Text is invaluable when you want to quickly mockup a layout. It is
00:12common that you won't have to finish text to work with until lay in the
00:16production cycle. So, you are going to want to get in and start working on the
00:21layout before you have the finish materials and Placeholder Text is one way
00:26that you could do this.
00:27I am using a document called Placeholder.indd and that is in the Placing and
00:32Flowing Text folder in the Exercises Files folder. And here I have a two page
00:38spread and these gray boxes that I have are to indicate the placement of the
00:43position that the pictures are going to go in when I get the pictures and also
00:46I now want to put some dummy text on my page. Perhaps I will use my
00:52Frame tool for this. So I am going to draw myself a frame there that is going
00:57to span two columns.
00:58I am working with a five column grid here and this is a fairly commonly used
01:02approach where just for more visual interest and visual relief I am leaving
01:10these outside columns empty, so that maybe I can put my picture captions in
01:16them or perhaps I can have portions of my images break out into these outside
01:21columns but the text itself is going to be confined to columns two and three,
01:26it's going to be a single text column and then four and five will be a single
01:30text column. So I am going to draw another text frame there and because I am
01:34working with my Frame tool, I get these Xs in the frame.
01:38These are as yet unassigned frames or then technically at the moment they are
01:44picture frames. But what I am going to do next is I am going to convert these
01:48to text frames and to do that I just switch to my Type tool. Perhaps I will
01:53just press my T key to do that. And then when I click in the first of them, you
01:58will see that the X disappears, this is now officially a Text Frame.
02:05I next want to thread this first Text Frame with the second Text Frame, the
02:10second with the third, the third with the fourth and this is called Threading
02:14or continuing the text flow. I will switch to my Selection tool and I will
02:19click in the out-port of the Text Frame; I get my loaded text cursor. Now,
02:24notice that it had text on a slightly appearance when I am outside the Text
02:29Frame to when I am inside the Text Frame. I get the parenthesis around that
02:33when I am inside the Text Frame. That's what I want to see and then I click
02:38anywhere inside that Text Frame and I have now created a thread from Text Frame
02:431 to Text Frame 2.
02:46I will do the same from 2 to 3 and from 3 to 4. Now, to place text in those
02:52Text Frames I can have anyone of them selected, it doesn't matter which one,
02:57come to the Type menu and choose Fill with Placeholder Text and as much text as
03:04it will fit, will fill those Text Frames. So I can now carry on styling up my
03:10text, figuring out what fun treatments I want to work with and I will have some
03:16text to work with until such time as I am provided with the real text.
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Working with text threads
00:00I would like us to take a quick look at Text Threads which is a preference
00:05which will indicate to you the flow of your text and I also just want to talk
00:09about how InDesign threads text and just what that means. I am working in a
00:15document called textthreads.indd. It is in the Placing and Flowing Text folder,
00:19which is in the Exercise Files folder, and I have a three page Mock up here,
00:26just using the same text file that we have been using all along the text.rtf
00:32and some gray boxes to indicate my picture placement.
00:35Now when I click on any of these text frames with my Selection tool I see these
00:42blue arrows indicating the flow of my text. So, we see it goes from Column 1,
00:48to Column 2 etcetera. This option is right there under the View menu. Now with
00:56the continuous text flow such as I have right here that's arguably not
01:00particularly useful. But, when you have noncontinuous text flow, one that may
01:04begin on the first page, say for a newspaper and then continuous on an interior
01:09page on page 17 for example.
01:13And you would have your text thread arrows just indicating the jump from page 1
01:18to page 17. The other point I want to make about threaded text is that if I
01:23select any one of these text frames and I delete it, before I do that I am
01:29going to zoom in up here. I am holding Command+Spacebar or Ctrl+Spacebar and
01:35clicking and dragging over that. Just want to take a look, make a mental note
01:39of the text that we have in column 1.
01:42So, the first line are particularly numerous in that part. Okay, so I want to
01:46delete this text frame. I have it selected with my Selection tool, press the
01:51Delete key. Now I am going to hold down my Spacebar and just move over to
01:59Column 2 on my second page and we see that text has not been deleted, it has
02:04just moved to the next frame in the thread. So, when you delete a text frame
02:09you are not deleting the text content you are just deleting the container.
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Stretching a headline across columns
00:00Something that commonly comes up when you are working with multiple column
00:03layouts is you are going to want to stretch certain Text Frames across more
00:08than one column. A common scenario is when you are working with a headline as
00:12we have here and the problem here is that our headline is being confined to one
00:18of that two columns. And we want it to stretch across those two columns like
00:24the version that we have here.
00:25Now, when you do this, I think it is preferable to retain your headline as part
00:30of the text thread. If we look at this finished version here, if I click on
00:36that Text Frame, we can see by looking at the blue arrow that this text is
00:41continued here. It's not a separate independent story. Now, visually this is
00:46not going to make a difference, but it's just somehow more elegant and it can
00:53be useful if you are going to re- purpose your content later on. Let's say, you
00:59need to export this content. Perhaps there is an XML document or maybe you just
01:05want to export the story.
01:08That way you are going to get as one entity rather than having to piece back
01:12together various different bits and pieces. So, here is how we do this. I need
01:18to see my guides first of all. I am currently in Preview View mode, so I am not
01:22seeing them. So I am going to come down to the bottom of my toolbar and choose
01:27Normal View mode. The next thing I am going to do is draw a guide, not strictly
01:31necessary, but it is going to help me in the placement of the Text Frame.
01:36This is going to be a one-line headline and I am going to draw it just below
01:40the descender of that first line. Now, I am going to select Column 1 and bring
01:46it down to that guide. I am going to do the same for Column 2. So the purpose
01:50of the guide is just to make sure that the text is going to begin in exactly at
01:54the same distance from top of the page or have the same Y value.
01:59So, I will come in and select Column 1 again and this time I want to load the
02:04story from the in-port. I will click on that, I see my loaded type cursor. I am
02:09not going to click, but rather I am going to click and drag and drag across
02:14those two columns making sure I go the full two column width as indicated by
02:20the guides. And there we have a threaded headline.
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3. Character Formatting
Choosing fonts
00:00In this chapter we are going to talk about character formatting and we are
00:03going to begin with the most basic part of character formatting, choosing your
00:07fonts. And at the moment I am not talking about the aesthetics of choosing your
00:11fonts, simply the mechanics. How to choose your font most efficiently? I am in
00:16a document called choosing.indd and that is in the Character Formatting folder,
00:20which is in the Exercise Files folder.
00:23And I want to change the font of the text that I have on my page. So, I am
00:27going to double-click with my Selection tool to insert my type cursor,
00:32Command+A or Ctrl+A to select all. Incidentally if I had overset text, that
00:40would also be selected. Here is the punch line, the keyboard shortcut,
00:44Command+6 Ctrl+6 to jump to the Font menu. Now, rather than trying to sift
00:50through however many fonts I have installed, I am just going to start typing in
00:54the first few characters of the font I am after, which is Adobe Caslon Pro. So
01:00it finds it almost immediately and now my font is changed.
01:05The other point I want to make here is that you can only choose Italic or Bold
01:11if you have the Italic or Bold weight of the font installed, but the important
01:16thing to get from this movie is that Command+6 or Ctrl+6, jumps you to your
01:22Font menu, start typing in, InDesign finds the closest match for you.
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Sizing type
00:00Okay let's talk about sizing out type, specifically let's look at some useful
00:04keyboard shortcuts for sizing out type. So I am going to begin with a blank
00:08document for this one. Command+N or Ctrl+N to create a new document. Letter
00:13size, Page, that's fine. Let us have 6 pica margins. Now if you are in inches
00:21that's 1 inch, if you are in millimeters that's 25 millimeters and if you are
00:27in points that's 72 points.
00:30Okay there is our page. I am going to press T to go to my Type tool and rather
00:34than place a text document, I am going to just create a text frame by clicking
00:39and dragging with my Type tool. Because my imagination fails me at the moment I
00:48am going to type in the world's most famous pangram, The quick brown fox jumps
00:56over the lazy dog. Command+A or Ctrl+ A to select all, I could use my Type
01:02Scale. I could nudge up or down using these arrows to go one point at a time or
01:10I could just type in the size that I want, but rather than use any of those
01:15let's use this keyboard shortcut, Command+Shift+> or Ctrl+Shift+>, that's the
01:22period to go bigger.
01:26If we want to go smaller; Command+Shift +< or Ctrl+Shift+<. So, nice and fluid.
01:34Now, when I do that if you take a look at my Control palette you will see that
01:42I am going two points bigger with each click or two points smaller if I am
01:49doing Command+Shift+< or Ctrl+Shift+<. If I want to go in a different increment
01:53than two points, then I need to change a preference. Let's come up to my
01:57InDesign menu. Now if you are a Windows user, your Preferences will be under
02:01the Edit menu, the last item under the Edit menu. Preferences and Units and
02:07Increments is the one I am after and it's this one, Size/Leading.
02:11So I am going to change that to 1 point, to give myself a little bit more
02:16control. And now, the same keyboard shortcut is going to take you one point at
02:22a time bigger or smaller. Okay, that's one method, now another method. Let's
02:27say this time I am just going to type a single word and let's imagine I am
02:31doing some kind of display type. So, here I am recording at the fine facility
02:40of Lynda.com in Ventura. So, I am going to type that word. Firstly I am going
02:47to change the font of that so Command+6 or Ctrl+6 and I am going to use
02:52Chaparral Pro, Regular.
02:55Now I want to make that type nice and big. I think I will just press
03:01Command+Shift+> or Ctrl+Shift+> a couple of times to make it slightly bigger
03:05than that, but then I am going to do this. I am going to fit my frame to my
03:10content. You may remember from an earlier movie, the shortcut for that is
03:14Command+Option+C or Ctrl+Alt+C and then holding down my Command and my Shift
03:21keys or my Ctrl and Shift keys I am going to pull from the bottom right hand
03:26handle and just stretch that across and I could size it and I want to go as far
03:33as that guide, there we go, just like that.
03:36So that's a nice way of being able to scale type in a very kind of fluid
03:40interactive way when working with a short burst of display text.
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Using italics
00:00Italics, what are they? And why should you use them? That's what this movie is
00:05all about. In this movie I am going to use two files. The first is
00:10italics.indd; it is in the Character Formatting folder in the Exercise files
00:14folder. As I mentioned in an earlier movie you can only choose the italic
00:19weight of the font if you have the italic weight of the font installed. There
00:22is no I icon that you click on to make something italic and here I have got an
00:28example of the real italic font and below it we have the fake italic font.
00:35Now the fake is achieved by literally just putting a 12 degree slant on the
00:41regular type which is something you could do when in a pinch if you don't have
00:47an italic weight of a particular font and you need to make something slanted,
00:51but it's not the same thing. And we can see how it's not the same thing. If you
00:55look carefully at the characters you can see that the Italics are a distinct
01:00separate font in their own right. You can most clearly see it with the A's. For
01:05the italic A we have a single story A, where as for the regular A, it is a two-story A.
01:11Look at the X's for example, the Q's. Some character is noticeable than others,
01:17but every character is different. So the moral of the story here is always use
01:22a real italic. The next thing I want to mention here is what's the purpose of
01:28italics? Italics are not really intended for continuous reading, but rather to
01:33give emphasis. When you want to make an exception within a paragraph, commonly
01:39book titles, film titles etceteras, and that is what we have in this first
01:43paragraph here. But there are other ways of giving emphasis.
01:46We could use Bold or we could use color or we could make even ourselves a
01:51character style and I will be going into how we do this in the movies on
01:56character styles that gives us the effect of using a yellow highlighter for
02:00example. These all are just different ways of giving emphasis within a
02:04paragraph, making an exception of certain words within the context of the whole
02:09paragraph and that's what Italics are mainly intended to be used for.
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Using condensed type
00:00This movie is about Condensed type, what it is and perhaps more importantly
00:05what it's not. I am using the file condensed.indd and it's in the Character
00:11Formatting folder in the Exercise files folder and again we have as we did in
00:15the previous movie a right way and a not so good way of making your type
00:20condensed. The top example here is type that has been squeezed. It has been
00:25squeezed, I am using the Regular weight of Myriad Pro and to get a condensed
00:31effect I have made the horizontal scale less than 100%, in this case 72%.
00:38Better than that, if you have the option available to you use the real
00:42Condensed font. It is always preferable to have your vertical and horizontal
00:47scales at 100% that's what the type designer intended the font to look like.
00:52And it is a bit difficult to see on screen, but if you look carefully you can
00:55discern a difference between them. With the type that has been squeezed because
01:00the horizontal scale has been reduced to 72% the width of the characters just
01:07loses the impact that the real condensed font has, where the horizontal scale
01:12is at 100%.
01:14So, the moral of the story is use condensed type when available and for that
01:21reason Myriad Pro is a particular favorite of mine because it comes in many
01:25different weights and widths. So, it is very flexible for that reason. Use
01:31condensed type rather than squeezing your type. Otherwise the type police will come get you.
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Using the ALL CAPS feature
00:00What are the pros and cons of setting your type in All Caps? I am in a file
00:04called allcaps1.indd, which is in Character Formatting folder in the Exercise
00:08Files folder, and we have some text that we have seen before in earlier movies.
00:12In the right hand column I have exactly the same text in All Caps and how I got
00:17to that was, selecting the text and choosing the two Ts here or the keyboard
00:21shortcut Command+Shift+K or Ctrl+Shift+K. You can also come to the Type menu
00:26and choose Change Case > Uppercase.
00:30But the point I want to make here is that the text on the right is less
00:34readable than the text on left because all of the letters form block like
00:38shapes rather than the distinct and interesting shapes that are formed by the
00:43upper and lower text in the left hand column and that has the effect of making
00:48the text less readable.
00:50Let's just pop over to another file from the same folder. This one called
00:55charactershapes.indd. And here we can see we have got the same line in upper
01:00and lower case and again in upper case. And I have drawn these red shapes to
01:05indicate the interesting shapes that the text in upper and lower case makes and
01:10we recognize well it's just shapes. That's what helps us to read more quickly and fluidly.
01:15Now If I were to go to my Layout palette and turn off Layer1, which contains
01:20the type, what we are left with is the shapes. The text that is in All Caps is
01:26just blocks, everything looks the same, admittedly of different widths, but
01:30other than just it's just a rectangular block whereas the text in upper and
01:33lower case forms interesting and recognizable character shapes. Now, am I
01:39saying don't use All Caps? Not at all. All Caps are very appropriate and very
01:43useful and very impactful.
01:45I am going to switch now to another file from the same folder, which is called
01:50allcaps.indd and the point I want to make here is that your choice of font can
01:54really influence how your message is received. I think we are more likely to
02:00respond to the text Breaking News in a bold and impactful Sans Serif font, this
02:04example here and more likely to respond to the text Fine Jewelry in a more
02:10classical Serif font. So when working with All Caps and probably true of all
02:15different font styling, context is everything.
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Using small caps
00:00This movie is about Small-caps, what they are, what is the difference between
00:05real Small-caps and fake Small-caps and some of their uses. I am in the
00:10document smallcaps_realvsfake.indd, which is in the Character Formatting folder
00:15and in the top example we have Small- caps that have been faked and below that
00:20real Small-caps.
00:21If you look carefully you will be able to notice that especially on the
00:24vertical stress of the characters, the bottom example is more solid, that's
00:30because these are distinct characters in their own right, much like the movie
00:36about Condensed type where the type was at 100% horizontal width, the same is
00:42true here for the real Small-caps whereas here the horizontal width as well as
00:47the vertical scale has been reduced.
00:50Now let's go and take a look at a preference to determine how that happens. I
00:55am going to go to my Preferences folder under the InDesign menu. If you are a
00:58Windows user that will be under the Edit menu and I am going to go to my
01:02Advanced Type Preferences where we see this option Small Cap. This is where you
01:08set the relative size of the small cap to full cap size and currently it's set
01:14to 70% meaning that these characters are 70% of the full caps size but so too
01:22is their horizontal width.
01:24Now in this example here, I have achieved the small caps in the same way just
01:29by clicking on the Tt icon or using the keyboard shortcut Command+Shift+H or
01:35Ctrl+Shift+H. The difference is that I am using an OpenType font and with an
01:42OpenType font you have more characters available and some of those extra
01:46characters and distinctly drawn separate characters for the small caps. So
01:52wherever possible I would suggest using an OpenType font, those that have the
01:56word Pro after their names.
01:58There are a number that come with InDesign, Minion Pro, Chaparral Pro, Adobe
02:02Caslon Pro and I am going to be talking in detail OpenType in the OpenType
02:07chapter, but for now just want to point out the distinction between the real
02:11Small caps and the fake Small caps. The next thing I want to mention about
02:15Small caps and I have this file already open, it is called smallcaps.indd, it's
02:18in the same folder is when do we use them? They are very useful when you have
02:24abbreviations, acronyms etceteras as opposed to using All Caps, which can tend
02:30to overwhelm the surrounding text a bit. It's preferable arguably to use Small caps.
02:36Now the Small caps are designed to be at the X-Height of the characters and in
02:42Chapter 1 I went into the anatomy of type and explained what the X-Height was.
02:47That is the height of the lower case letters. Now if I draw myself a guide and
02:51then in order to be able to see my guide I am going to need to come down here
02:54to my Normal View mode, we will see in this example down here. I draw myself a
03:01guide corresponding to the X-Height, that's the height of the Small-caps.
03:05And the Small-caps just blend in a lot better with the upper and lower case
03:10text. So I would suggest that for your acronyms, abbreviations, etcetera, go
03:14with real small-caps, if you have that option. And I have that option here
03:18because again I am using an OpenType font.
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Underlining type
00:00It is conventional wisdom that underlining type is a bad idea and I will
00:04explain why. But InDesign gives you a number of creative options with your
00:08underline. So it is not always a bad idea. I am working with a file called
00:13underlining.indd, which is in the Character Formatting folder, and in the first
00:16example I am going to zoom in on this holding down my Command+Spacebar keys and
00:22dragging a marquee over that. We can see that just a standard underline is
00:27going to slice through the descenders of your type, which is rather unsightly
00:31really. So that's why underlining has traditionally been avoided as a way of
00:36giving emphasis.
00:37Preferable ways of giving emphasis are using Bold type, Italic type, Color
00:41type, a different type size, numerous different options. So, you don't need to
00:45rely on underlining the way people had to when working with a typewriter.
00:49Remember those, typewriters? In the second option everything is exactly the
00:53same, but I have done one thing different and that is I have put a white stroke
00:57on the outline of the type so that it outlines the shape of the descenders and
01:02by white stroke what I mean is if I come over to my Swatches palette we can see
01:07here I have clicked on the Stroke Property and chosen Paper, that's what
01:10InDesign refers to as white, literally an absence of ink.
01:13And the third option I have gone a bit further and I have changed my Underline
01:18options. There are numerous things that you can do with underlining and we will
01:21see later on in the chapter on character styles how we can use underlining to
01:26actually make a highlight style, but for now let's just look at how we can
01:30offset the underline and change its color. So, I am going to come up to the top
01:34right of my Character Format. Let's click on the A and come over to my
01:39Underline Options. And I have changed the color; we started out as Text Color.
01:47I have also changed the weight of the line and most importantly the Offset;
01:52it's the Offset that is moving the underline down away from the descenders of the type.
01:59So important to remember that you are not stuck with just a generic underline
02:03that you get from clicking on this icon here on the Character Formats options
02:08of the Control palette, but you can really finesse your underlines in InDesign
02:13using the Underline Options.
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Using superscript and subscript
00:00Superscript and subscript have very specific uses. They are used to indicate a
00:04footnote number in the flow of text and they are also used for atonal and if a
00:08chemical formula and we are going to look at the last two examples. I am in the
00:12document superscript_subscript, which is in the character formatting folder,
00:15and over on the left here I have type that has been expected to be Superscript
00:22in the case of the atonal and Subscript in the case of the H2O down here.
00:29As the caption says the position of this subscript has been changed to 20%, but
00:34the default position for your superscript and subscript is 33.3%. I don't think
00:40that works too well for the subscript and let's just take a look, at how that
00:45would look if I set the Subscript position, i.e. position relative to the
00:51baseline of the type at 33.3% and if you watch carefully you will see that
00:58character moved down. Now I think that's too far below the baseline, so for
01:02that reason I changed it to and I just undid that there to put it back to a
01:07position of 20%.
01:08Now on the right hand side we got the same thing but instead of using
01:12Superscript and Subscript by choosing these icons here on the character
01:16formatting options of the control panel, I have made these into superior and
01:22inferior character and these are options I have available to me because I am
01:26using OpenType, and now I know I am using OpenType, because the font name has
01:30the word Pro after it and just like with the small caps, just like with the
01:34condensed form, these are different characters, they are distinct characters in
01:38their on right and if you compare them to the superscript and the subscript,
01:42you can see that they have same widths as the regular upper and lower case
01:48characters, so they don't look spindly when placed next to the regular upper
01:53and lower case characters.
01:54I am going to be talking more about OpenType fonts, I am a big fan of them, I
01:58couldn't resist mentioning this right now, but there is going to be whole
02:01chapter on OpenType fonts coming up. So if you have the option available to
02:06you, use open type. If not then just may be experiment with the baseline
02:12position of the superscript and subscript in your Preferences > Advanced Type.
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Doing a baseline shift
00:00Baseline shift is often misused and misunderstood feature,. It's intended to move
00:05the baseline of a selected piece of text up or down relative to the other text
00:10on the line. It's absolutely not intended to adjust the paragraph spacing
00:15between paragraphs and in my training I sometimes see people trying to do that
00:19with baseline shift. Let's begin by having a look at why of that is not going to work.
00:26I am in document called baseline_ shift which is in the character formatting
00:29folder and firstly what baseline shift is not. I am going to zoom in on this
00:34top section here where I have some dummy text and I have a Subhead. Now if I
00:38wanted this Subhead to move up a bit, so that I had a little bit of space
00:44beneath it as well as space before it, then the way I would absolutely not do
00:49this is by going to my character formats using my baseline shift and doing this.
00:56Would it work? Well, kind of but the problem then is, I mean that doesn't look
01:02very good, but that's one problem, but the other problem is that if I come to
01:05try and select this Subhead, I am going to have a rather confusing and
01:10difficult time doing that because the text is no longer where it appears to be.
01:15Technically the text is still here. That's the slug of the text. The bit that
01:20represents its selection, but it appears to be shifted up and has been shifted up.
01:25This is much better done using paragraph space before and paragraph space after
01:30and there is a whole chapter coming up about paragraph spacing, so I will
01:35address that then but don't try and use the baseline shift for this purpose.
01:40Here is a legitimate use of baseline shift and that is where you have a
01:44decorative drop caps that needs some adjusting because the character collides
01:49with the upper and lower case text that follows it.
01:51So what I am going to do here is place my cursor in that text, select that drop
01:57cap and then shift the baseline off just this drop cap, and I just doing it by
02:03I am making sure that I avoid character collisions here and there too.
02:12Now there is something else I want to do here. Baseline shift alone is not going to
02:16handle this.
02:17So this is a little teaser for the Kerning and Tracking chapter that's coming
02:22up very soon and I want to kern some space between the drop cap and the o and
02:28to that I am going to hold down my Option or Alt key and press the right arrow
02:32and that's just going to move that text away from the drop cap. Okay a third
02:37use of baseline shift, perhaps you want to create an effect where you make a
02:41word, piece of display type look like what it is, here is a case in point.
02:46I will select the character, use my baseline shift and just pump it up. So a
02:53couple of legitimate uses of baseline shift and one not so good use of baseline shift.
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Combining fonts in the same document
00:00Here we have some practical approaches to combining fonts in the same document.
00:05This movie uses four files combining fonts one to four, which are in the
00:09Characters formats folder.
00:11The most important piece of advice here is keep it simple. To add the clarity
00:15of my message I am using no more than two font families in each example.
00:19I am going to zoom in and take a look at the top of the page, and here in this
00:25first example, I am employing the commonly used formula of sans-serif typefaces
00:30for headings and subheads, and serif typefaces for body text. Myriad Pro is my
00:37sans-serif typeface; Minion Pro is my serif typeface.
00:41It's a general rule of thumb and is a very broad generalization that serif
00:46typefaces are more readable for continuous text; the sans-serif typefaces give
00:51us the contrast we need for our heading and sub-heads.
00:55Taking a look at my second example, I am staying with one font family but I am
01:02choosing one font family that offers me a wide range of weights. In this case,
01:07I am using Chaparral Pro which comes in a light weight, a regular weight,
01:11semibold and bold weight, and I have a happy medium of consistency and
01:16repetition that comes from using a single font family while at the same time,
01:21I also have enough contrast with my headings and subheads that aid readability
01:26and establish the hierarchy of the piece.
01:30In my third example, I am going against conventional wisdom, and rather than
01:35using a serif typeface for the body text, I am using a sans-serif typeface.
01:40Like the previous example, I am sticking within one font family, so I have the
01:45repetition carrying through, and like the previous example again, I am using a
01:50font family with a wide variety of weights, and in this case differing widths
01:55also. I had a condensed width as well as the regular width and this typeface is
02:00Myriad Pro.
02:04For my fourth and final example, I am going for a very sober look by sticking
02:08with one font family only and further more sticking with one size only. With
02:13the exception of the head, everything is in the same point size, and I am
02:19differentiating my subheads only by making them in all caps.
02:23So we see, we have quite a different look and feel to this example and the
02:28previous three examples where I was stressing contrast as a way of establishing
02:33the hierarchy of the piece, and yet, I think it still works in its own way.
02:38So there we have four practical approaches to combining fonts within the same document.
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4. Leading
Setting leading
00:00Okay, welcome to the chapter on Leading, and in this chapter, we are going to
00:03look at the very important subject of setting your leading, and that's
00:08sometimes also referred to as inter- line spacing. It's pronounced led-ing not
00:12leading. That's not just my funny accent. It's so called because in the days of
00:17metal type, spacing between the lines was achieved by adding in strips of lead.
00:21So, let's begin with a document in InDesign that is called Leading; it's in the
00:28Leading folder which is in the Exercise files folder. And the first thing I
00:32want to talk about is how is leading measured?
00:35Well I think even before we talked about that. Let's talk about where it is on
00:40the Control palette, it's this option here, the one that is beneath the Type size.
00:44Leading is measured from the base line of one line to the base line of the line
00:49beneath it. So from there to there that's the leading measurement, and just to
00:55prove that point, we see that the Leading value is 32pts. Leading is always
01:01expressed in points regardless of what ever unit of measurement you have chosen
01:05as your default unit measurement.
01:08And if I now select this little double- sided arrow here, we see that the length
01:13of that arrow is also 32pts, so from base line to base line is your leading
01:19measurement. So I am going to now zoom in on these different paragraphs, the
01:25same text with different leading amounts applied, the same font, the same font
01:30size, just different leading amounts.
01:32Beginning out on the left, we have Leading, that is the same value as the Type
01:37Size itself, this is sometimes refer to as set solid, i.e. without any leading.
01:42So 10pt Type on 10pt Leading.
01:45Next we have 10pt Type on 12pt Leading, arguably more readable, and typically
01:52if one can speak of things as being typical, you will want +1 or +2 pts for you
01:58body text leading. By body text, I mean any text that is intended for
02:03continuous reading. So here we have type size +2, and then for a more luxurious
02:11feel arguably leading of 18, so quite a lot space between the lines. Obviously
02:18using out a lot more space then either of the other two examples.
02:23Let's take a look at how to change the leading value. I will select this one in
02:27the middle here to change my leading amount obviously I can come to my Control
02:31panel and nudge it up or choose any of these options for my leading scale, but
02:36I can also use the keyboard shortcut and that keyboard shortcut is Option or
02:40Alt and the Down-arrow to go looser or the Up-arrow, I am talking about my
02:47cursor arrows, to go tighter.
02:50Now as I do that, if you are looking at the Control panel, you will see that I
02:54am going in increments of 2pts. We looked at the change in the increment in an
02:59earlier movie, but if we want to change the increment, it's here in our
03:03Preferences > Units & Increments. If you are a Windows user that's under the
03:07Edit menu, last option under the Edit menu. Keyboard shortcut Command+K will
03:11take you to your General Preferences, and then you can just choose Units &
03:17Increments right there.
03:20Now the one that I am referring to is this one. We changed it before when we
03:23were resizing our type. It's the same preference that applies to your leading.
03:27I prefer to have mine set at 1pt, so that I move up or down in small increments.
03:32I feel it gives me a bit more control. Incidentally, if you want to make a
03:36Preference change, and have it be an application Preference then do exactly the
03:40same thing, but make sure that you have no InDesign document opened. That way,
03:46that will set the preferences for every document that you create from that
03:50point onwards.
03:50I have just changed the preference for this specific document, so now I can do
03:57Option+Up-arrow to go tighter, Option+ Down-arrow to go looser. Okay, next movie
04:03we are going to talk about Auto Leading.
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Understanding autoleading and why to avoid it
00:00Now maybe it's because I am a glass half empty, kind of, guy but there are lot
00:05of movies that are all about things that you shouldn't do and here is one of
00:08them, Auto Leading.
00:09I don't think it's such a good idea, and I think by avoiding auto leading, you
00:13will make your type look a lot better. Auto Leading is really the default
00:19setting. It's what you get unless you specify otherwise.
00:23Now here, we have a document. It's called autoleading, it's in the Leading
00:26folder in the Exercise files folder. Now this type is 11pts, and its leading
00:32value is 13.2, since we have given odd random number. That's actually 120% of
00:37that type size; that's what auto leading is, unless you change it. You can
00:43change it if you want. I will just point out quickly where you can change what
00:47the Auto Leading value is.
00:49It's right there in your Justification settings but for the most part 120% is
00:55what it is and if you are going to use it, that works reasonably well.
00:58What auto leading means is that if you increase the size of your type so too
01:03increases the size of your leading. It works the other way too, decrease the
01:07size of your type, your leading gets tighter.
01:09Let's put that back to 11. So, what's the problem? Sounds like a good idea,
01:14right? Actually not, and here is why. When you are working leading, consistency
01:22is all important. Leading is all about setting a rhythm for your document.
01:25And we want that rhythm to be a constant rhythm, and that rhythm is very easily
01:29disrupted by just having a single space. Nothing more than a single space, a
01:35little bit larger than the rest of the text. What happens there is that this
01:39line is now on auto leading but it's a 120% of the largest character on that
01:45line which is that space. Easy to miss, but enough to throw off your leading.
01:50That's one of the reasons. The other reason is that when you are working with
01:53lots of text, you are going to need to adjust the spacing between the
01:56paragraphs, and it helps to do that to have an absolute leading number and a
02:01number that's easy to juggle with, like 10 or 12. You can easily figure out
02:06multiples of 10 and 12, not a problem but 13.2, gets a little bit unwieldy to
02:11work with. So that's another to avoid auto leading.
02:14I recommend that you always work with a fix domain of leading. That's going to
02:17mean selecting your type, and actually in this case, I am going to change it to
02:2213pts. The consequence of that is that if I decrease my type, my leading is
02:27going to stay at 13, if I increase my type, my type leading is going to stay at
02:3013. Maybe a little bit more work for you, but the end result will be a lot better.
02:34There is a preference relating to leading that we need to take a look at. It's
02:40in our Type Preferences. Now if you are a Windows user, your Preferences as you
02:45know by now, are under the Edit menu or below down at the bottom. Preferences >
02:51Type, it's this one, Apply Leading to Entire Paragraph. By default, this is not
02:56checked, and this means that you can select a line, a character, or range of
03:05characters, and change the leading value for just that line.
03:10That may be the alt time, and then in fact I have an example coming up. When
03:14you want to do that, but for the most part you want the leading to be
03:17consistent through out your paragraph. So I am now going to undo that,
03:21returning my leading value to 13pts that I set it too earlier. And if we come
03:27over here and now check this, Apply Leading to Entire Paragraph.
03:32Now if I select just a word, increase that to 14pts, we see that the leading
03:42for this entire paragraph is now 14pts. Now 15, okay. So that is the Apply
03:49Leading to Entire Paragraph preference. Typically I don't have it on but I also
03:54keep a very watchful eye on the Leading values that my paragraphs have.
03:59The one time when I would use auto leading is when I have an in-line graphic.
04:04It's a rare thing to do but you might have a picture frame that you have pasted
04:08into a text frame, and you want that picture frame to move with the flow of
04:12text; in that case you would need auto leading but for the most part I would
04:16say, stay well clear.
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Leading headlines
00:00Now just in case you weren't convinced by the earlier movie about auto leading
00:03and why to avoid it, here is another good reason to avoid auto leading.
00:08When you are working with headlines, that ratio of 120% of your point size is
00:12just too big, especially in this case when you have a headline that is set in
00:17all caps. Because it's in all caps, there are no descenders. There are no parts
00:21of the letter that go beneath the baseline and connect or bring the two lines together.
00:26That's why in this example on the left, the headline and the strap-line just
00:31look like they don't really belong together as much as they should, as not as
00:35much as they have visual relationship between the two lines of the headline as
00:39they should be.
00:40Whereas in the example on the right, rather than using auto leading, I have
00:44decreased the amount of leading. I have actually gone to negative leading, less
00:48leading than the point size and it may be, it probably will be that as your
00:52type get bigger, the ratio of the leading to the size your type is going to get
00:57smaller such that you may find yourself with your type set solid i.e. the same
01:02as your point size, or even less than point size.
01:05Now done that with the headline and also with the strap-line as well. I have a
01:10mixed point sizes there for the reason that I have decreased the size of the
01:16quote marks there because optically that tends to work a bit better I think.
01:20But the point size here is 36 and I am on 37pts leading, so it's just one point
01:25extra, rather than over here where it would be, it's 35 point here, 7 pts extra
01:31if you are working with auto leading which is just too much.
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Using Optical leading
00:00InDesign is great for mathematical spacing, but sometimes mathematical spacing
00:05does not give us a good result. Sometimes we want to space things by eye and
00:10here is the case in the point. This is a theme that is going to be recurring
00:13through out several of these movies how we need to adjust things according to
00:18our eye rather than rely exclusively upon InDesign's alignment or in this case,
00:23upon InDesign leading values. I am working with a file called leading_optical
00:29in the Leading folder and while this is a fairly rare example of something that
00:35you might want to do it is good to kind of bear this approach in mind, use your
00:40eye rather than trusting everything that InDesign gives you.
00:43In the top example, I have my type at 48 points on 48 point leading and yet it
00:49does not look right because this word here Temptation has no descenders. There
00:54are no path for the letters going beneath the baseline to bring that line
00:59visually closer to the line beneath it and yet on the line above, we have a
01:04descender on the G, so that lines two and three look like they are very close
01:07together whereas in the example down here, I am using inconsistent leading and
01:13yet, it looks more consistent and it looks more consistent because what I have
01:17done is I have selected the last line and I have reduced the leading value to
01:20bring line four closer to line three and that is what I am going to do here on
01:26this one and I am going to use the keyboard shortcut for my leading which is
01:29Option or Alt+Up arrow and I am just going to do this by eye to about there.
01:37So I actually have now 42 point leading on that line and I think that looks a lot better.
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How leading affects readability
00:00Leading can play a big part in making your type readable or if thoughtlessly
00:04applied, making your type unreadable. Let us take a look at three examples of
00:08when you may need to adjust the Leading according to your type circumstance.
00:13Now these are by no means the only times when you may need to adjust your
00:17Leading. These are just three common scenarios. The first is when you are
00:20working with a type phase that has a high X height. The X height as you may
00:25remember from our earlier movies is the size of the lowercase letters relative
00:31to the cap height.
00:33Helvetica, which we have an example of on the right hand side is a type phase
00:36with a relatively high X height, if we compare this to Adobe Caslon Pro, we can
00:41see that even though these two pieces of type are at exactly the same point
00:46size, the X height comes up a lot higher with the Helvetica. Now the
00:50consequence of that is that when we have a passage of text in Adobe Caslon Pro,
00:55nine point on ten point Leading, it looks that is sufficient space between the lines.
01:01However, when we have the same passage of text in Helvetica, nine on ten point
01:05leading things look a little bit cramped. So when you are working with a
01:09passage of type that has a high X height, you may want to increase your Leading
01:13value and that is what I am going to do here. I am going to select that type,
01:16Option or Alt+Down arrow to increase my type size. Now I have got my
01:21Preferences set to go two point to the time that is I think a bit too much so I
01:25am going to knock that back down to just a one point increase in the Leading.
01:29And that looks more readable I think. Now let us look at our second example and
01:32this is no order of particular preference, but I am going to look at what to do
01:37when you are working with text where the columns are really a bit wider than
01:40they should be. What is a good column width? Well, that is a whole big question
01:44and we will be addressing that in later movies, but the width of your column
01:48should be relative to your point size. In this case, this text is in columns
01:53that are kind of a bit too wide really for the point size being used and in the
01:57upper example with the Leading being the same as the point size, it is meaning
02:01that the type is really, really too cramped.
02:04So the arrival track alone, the line track, line track alone and that will get
02:08to about here and Return and start leading the same line that it has just read.
02:13We will have that experience usually, it is when we will type, but having let
02:17it tightly, let in on a wide column is really going to make that more likely to
02:21happen. So just to compensate for that in the example below, same type, I have
02:25just increased the Leading by three points making the text a whole lot more readable.
02:30And our third example, and this using a file code Leading reverseout, all of
02:36these files come from the Leading folder, which is in the Exercise Files
02:39Folder. I am using reversedout text. Great, it looks nice and impactful, it has
02:45got plenty of contrast but whenever you are using the reverseout text you are
02:48compromising the readability of the text.
02:51I am not saying, don't do it. It is a very effective way of setting your type,
02:54but when we do it we probably want to increase the Leading to adjust for the
02:59compromise readability and that is what I have done in the example on the right
03:03hand side where I have increased the leading to ten point on 14 point Leading
03:08from the original ten point on 12 point Leading that we have in the left hand
03:12column making the type more readable.
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5. Kerning and Tracking
Understanding the difference between kerning and tracking
00:00Kerning and Tracking are two very related typographic concepts, but they have
00:05an important distinction. Kerning is the adjustment of the space between a pair
00:10of characters. Tracking, is the adjustment of the space across a range of
00:15characters.
00:16Let's take a look first of all at different kerning options. I am in a document
00:21called whykern, which is in the Kerning and Tracking folder in the exercise
00:25files folder. And for this document I have got it set up using layers, so that
00:29I can reveal the different amounts, or different types of kerning as we go. So
00:33I am going to open up my Layers palette right there, and we are going to begin
00:39with an example of a word, and I am specifically using this word, because the
00:43way the A, and the W, and the W and the A in particular, and the A and the Y.
00:49The way they sit together requires kerning, because of the space of the characters.
00:54The purpose of kerning is to create the impression of even spacing between the
01:00characters. It's an optical thing. We are getting back to this concept of
01:03optical spacing. Without kerning, it's going to look like the spacing between
01:08the characters is varying, and often this is too much. In the example of this
01:13word, I have actually turned the kerning off, which is not what you would get
01:17by default, by default you would get Metrics kerning. InDesign has two methods
01:22of automatically kerning your text, and I have turned that off to show you what
01:26the text would look like without any.
01:28Let's go and see what the same word would look like with Metrics kerning
01:33applied. Now Metrics kerning uses the kerning values that are power of the
01:39font. These are the Metrics values that the type designer included in the font.
01:46So for example, in the case of this font MinionPro, between a capital A and a
01:51capital W, there is included an instruction to adjust the space by -97, 1/1000
01:57em. Kerning and tracking are both measured in this relative unit of 1/1000 em.
02:08Between the M and the A, there is the instruction to reduce by -123, and
02:14between the A and the Y, between -79. Metrics kerning is as good as the Metrics
02:22in your font. So if you are using a good quality font from a reputable font
02:26foundry, then Metrics kerning will probably suit you fine. Just every once in a
02:32while you may need to switch to Optical kerning, or you may prefer the effect
02:37that Optical kerning gives you. Optical kerning completely disregards the
02:42Metrics values, and looks only at the character shapes to adjust the space
02:47between. Typically, although not always, it will give you a tighter kerned
02:54result, and that is the case here, where between the W and the A, I have this
02:58time -128 units.
03:02My fourth example is the same word, but custom kerned. Using the automatic
03:08Metrics kerning on top of which I have added some custom kerning, and to do
03:13that, I have literally placed my cursor between the pair of characters and
03:19pressed Option or Alt, left arrow to kern tighter, or right arrow to kern
03:25looser. Now had I selected a range of characters, and used the same keyboard
03:31shortcuts, I would have been tracking, but in this case I am kerning, because I
03:36am adjusting the space between a specific pair of characters.
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Understanding Metrics kerning vs. Optical kerning
00:00As I mentioned in the previous movie there are two types of automatic kerning
00:04in InDesign. Metrics kerning and Optical kerning. For the most part, it's a
00:09matter of personal preference which you choose. But there are certain examples,
00:14certain instances when one is better than the other. Let's take a look at a
00:18couple of those.
00:18I am in a document in kern script, which is in the Kerning and Tracking folder,
00:23and this document uses a font called Caflisch Script Pro. If you don't have
00:30this font, you could use another script font, and hopefully that will
00:34illustrate the same point that I am making. And that point is, that in the top
00:38example I have Metrics Kerning applied, and the result is much more pleasing,
00:43because the characters actually join together. Look carefully. And I am going
00:48to just highlight the problem areas by turning on an additional layer, and we
00:52can see that with the Optical Kerning, the letters do not join together,
00:57undermining the reason for using a script font in the first place, which is to
01:02stimulate an informal handwritten look, where the letters join together. So in
01:07this instance, Metrics Kerning is definitely preferable.
01:11I am now going to switch to another document called metricsvsoptical in the
01:18same folder, and in this instance, I would say that Optical is preferable. Here
01:25is an example where I am mixing two fonts within the same word. The first
01:31character of the word is in a Swash character. Minion Swash, and the rest is in
01:36Minion Pro. Now it's not common that you would do this, but in such instances
01:42Optical Kerning gives a tighter kern, and I think better result. The point here
01:48is that sometimes one kerning method will be preferable to the other.
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Using kerning to avoid character collisions
00:01A common kerning scenario is to kern to avoid character collisions that occur
00:06when you have a drop cap applied to an opening paragraph.
00:09Let's take a look. I am in a document called kern dropcap, which is in the
00:14Kerning and Tracking folder. And here we see that my decorative drop cap is
00:19colliding with the H that follows, and just to illustrate that I am going to
00:23turn on the visibility of Layer 2, and we can see the problem right there. Now
00:29to fix that, I am just going to double -click with my Type tool to insert my
00:33Type cursor between the W and the H, and then I am going to use the keyboard
00:38shortcut that will kern looser. I could also use these options here on the
00:43Control panel, although I prefer to use the keyboard shortcut, which is Option
00:46or Alt. In this case right arrow, because I want to go looser.
00:50Now because there is such a discrepancy in size between these two characters,
00:54you might find that the first time you do this, rather than go looser, it
00:58actually springs back tighter. Don't worry about that. Just keep pressing
01:02Option or Alt+right arrow, to move the text away from the drop cap. Now when
01:09you do that, how far you move is determined by the important kerning and
01:13tracking preference, which is in your units and increments preferences. And I
01:18will be addressing that in a later movie about kerning and tracking
01:21preferences, but I just want to mention that for now, I have mine set up to be
01:25five, so that when every time I press Option or Alt+right arrow, I move in the
01:31increments of 5, 1/1000 em.
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Kerning a headline
00:00For the vast majority of your text, Automatic Kerning, Metrics, or Optical will
00:06be all that you need. However, as your type gets bigger, as you start working
00:10with headlines, and display type, manual kerning becomes more necessary. Let's
00:16take a look at an example.
00:17I am working in a document called kern headline, and in the top example we have
00:22Automatic Kerning applied. This is Metrics Kerning, and I can tell that because
00:28when I select the whole range of text, it says Metrics, here on the Control
00:32panel. In the example beneath, in addition to the Metrics Kerning, I have also
00:38applied some manual kerning to get a tighter more impactful result, and let's
00:44just turn on my annotation layer, and we can see exactly how much kerning has
00:50been applied between the pairs of letters, including the letter and the
00:55trailing space that follows it.
00:57So we see that with the Automatic Kerning actually very little is applied, only
01:01between the cap W and the A. Is there any reduction in the space? But with my
01:07manual example I have applied kerning to almost all of the pairs of characters.
01:13To see how I did this, I am going to redo it now by copying this Automatic
01:19Kerning example. So I am selecting with my Selection tool, holding down my
01:23Option, or Alt key, and my Shift key to constrain the movement, and making a
01:28copy down there. And now to apply the kerning, I am going to double-click to
01:34switch to my Type tool and use the kerning shortcut, that's Option or Alt+left
01:39arrow. And my Preferences is setup, so that every time I do this, I move in
01:44increments of -5, 1/1000 em. You can see that we have gone from -16 to -21
01:52right there. So it's just a case of doing this by I getting into this biggest
01:58you possibly can really, and adjusting the spacing to your liking, and there is
02:07my result. May be differ slightly from the example above, but the effect is
02:11more or less the same. A much tighter kerned result, than we would have
02:18achieved with just the Automatic Kerning alone.
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Tracking to fix widows and orphans
00:00In this movie we are going to look at Tracking, the close cousin of Kerning.
00:04Tracking also refers to the adjustment of space between characters, but
00:07specifically across a range of characters.
00:10There are several instances when you may want to track, and a common use of
00:14tracking is to fix spacing and composition problems, such as widows, and
00:20orphans, and short lines. Let's take a look at how we can solve these common
00:25problems. I am in a document called track_widowsandorphans, and here we see two
00:31facing pages where we have at the top of page 17 an orphan. A single line of a
00:39paragraph that has been disassociated with the other lines of that paragraph.
00:43Definitely needs fixing. Had this been the first line of the paragraph that was
00:49at the bottom of a page, this would have been a widow. That's the distinction
00:53between them. I think I have to admit, I sometimes get the two confused, but
00:58they are related concepts, and the solution is the same.
01:02Now what I am going to do to fix this is I am going to select this whole
01:06paragraph down here by clicking in it four times, and I am going to apply some
01:13negative tracking across this paragraph. I want to get away with as little as
01:18possible. So I have my Preference set in Units & Increments, and for Windows
01:25users your Preference are under the Edit menu. My Kerning preference, which
01:31also applies to tracking, I had that set to 5. 5, 1/1000 em, and now when I
01:38press the Option key or the Alt key+ left arrow once, we can see there in my
01:46tracking field, I have gone to -5, that's not enough in this case to fix the problem.
01:52So I am going to try another time, come back down to select the text. -10 too
02:02goes with the keyboard shortcut is enough to fix the problem. I would suggest
02:07that you don't want to have more than - 15, any more than -15, and your reader
02:14is going to notice that you have been tightening up the space here, loosening
02:18up the space there, and your text is going to have a kind of unpleasant effect
02:24tightening and loosening, and we want to keep the rhythm constant, and we want
02:28to keep the spacing consistent. But - 10 fixes the problem and that's a big improvement.
02:38Let's now look at tracking a short line, which is the same solution, and here
02:46we have a second paragraph that runs to just a single word. I think it would
02:51look better if this word were brought up previous line. And in addition to
02:56saving as a line, it's also going to fix some bad word spacing problems that we
03:01have here. The result from this being a justified paragraph. We will be talking
03:07about justification in the alignment chapter coming up. But for now I am going
03:12to fix this problem by four clicks to select the whole paragraph, and then use
03:17the keyboard shortcut Option or Alt+ left arrow, and one go on that is enough to
03:24do it. -5, 1/1000 em tracking applied. Now I might want to see if I can get
03:31away with even less, since that works so easily. So I am going to try -1, is
03:37that enough, no, -2, yes. So always good to get away with this little as you
03:45possibly can.
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Tracking and readability
00:00Let's look now how tracking can affect the readability and the personality of
00:05your type. I am in a document called tracking, we have a single paragraph of
00:11body text, and typically body text does not require a tracking. And none is
00:17applied here, and the type is perfectly readable, has good type color or density.
00:22Let's look at the same paragraph but with Loose Tracking applied. I am going to
00:28open my Layers panel, and turn on the visibility of my Loose Layer. With the
00:33Loose Tracking applied, and it's very loose, it's +30, the letters do not hang
00:41together quite as well as they do without the tracking, and the letter shapes
00:46are starting to be lost, and I think that's an impediment to easy reading.
00:52Likewise, a similar impediment is if you are tracking is too Tight, obviously
00:59this is going to take up less room, we now have four lines compared to the five
01:03lines of the loosely tracked text. But the letters are starting to collide, and
01:08everything is looking rather cramped. A really extreme example of what can
01:12happen if your tracking is too tight, is this word down here, now from a
01:18distance at first glance, that might look like the word bum. Actually it's
01:23burn, but the letters have been tracked so tightly, that the r and the n are
01:30colliding to give the impression of being an m. So if you track your text too
01:35tightly, then it can take on another meaning entirely. Let me just track that
01:42one out looser, the real word reveals itself.
01:47I am going to go now to another document in the same folder, and this one is
01:58called loosetighttrack. Now depending on the nature of the font that you are
02:04working with, sometimes Loose Tracking may work better than No Tracking, or
02:08Tight Tracking might work. Here we have three examples of the same words, No
02:14Tracking, Loose Tracking, Tight Tracking. This is using the font called Trajan
02:19Pro. With upper case text, especially upper case text is in a serif font. Loose
02:25Tracking may give you a more pleasing result, arguably a more refined look, and
02:33conversely Tight Tracking, I don't think works, because serifs of the type
02:39begin to collide with each other. And for that reason I think the loosely
02:47tracked more airy appearance of this middle example is the most successful.
02:52I am going to open my Layers panel, and turn on the sans layer, where we see
02:58the same words, but this time in a sans serif font, and I have also reduced the
03:04leading on this to create a more dense, look, and feel to this type. Now I
03:10think the No Tracking example is fine, the Loose Tracking just isn't working
03:15here, because the openness of the type is going against the dense that I am
03:20trying to create by making it tightly leaded. And in this example over here,
03:25the Tight Tracking I think is much more successful. So the point I am making
03:29here is that, sometimes Tight Tracking works typically, or more readily it will
03:35work with sans serif type, whereas Loose Tracking works better with serif type,
03:41when you are working with upper case text. And that's a very important
03:46distinction, because if you work with lower case text, and you loosely track as
03:50we saw in the previous example, the letters start to become disassociated from
03:55each other, and the words tends to loose there recognizable shapes.
04:03In this third example I am using a file called trackreverse, which is in the
04:07same folder, the Kerning and Tracking folder, and here I am suggesting that
04:13when you are working with reversed- out type, that applying a little bit of
04:17Loose Tracking can actually aid readability. This is also true; especially when
04:21you are working with On-Screen type. Loose Tracking, especially when applied to
04:26a sans serif font, as this is here, this is Myriad Pro, can aid readability.
04:31But I am going relatively light on the amount of tracking that has been
04:35applied, a value of 25, and compared to this version on the left which has No
04:42tracking applied. I think it's a slightly more readable result. So when working
04:46with Reverse out-type, to compensate for the slightly reduced readability of
04:51reversed-out type, you might consider applying some positive tracking, and we
04:56also saw when we are working with the leading movie, applying a little bit of
05:01extra leading will also help with reversed-out type.
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Using preferences and keyboard shortcuts
00:00Let's take a look at some very important kerning and tracking preferences, and
00:05useful keyboard shortcuts. I am in a document called kerningtracking prefs,
00:11which is in the Kerning and Tracking folder in the exercise files folder, and
00:16here on the right we have a list of our kerning and tracking keyboard shortcuts.
00:20We have already seen the Option+Left Arrow/Option+Right Arrow, or if you are
00:24Windows, Alt+Left or Right Arrow, to decrease or increase the spacing between
00:31the pair of words, if you are kerning or across a range of characters if you
00:35are tracking. We also saw the decreasing of the word spacing, that's what I am
00:43going to do here. That's Command or Ctrl, Option or Alt, and the Backspace
00:47Delete key to reduce just the space between the words. Now if I want to go in
00:52the other direction, if I want to increase the space between the words, that's
00:56Command+Option and the backslash key, or Ctrl+Alt and the backslash key.
01:05Another useful shortcut that we haven't encountered yet is the ability to be
01:09able to clear any kerning or tracking that has been applied to your text and
01:14return it to Metrics Kerning. And that is Command+Option+Q or Ctrl+Alt+Q, and
01:22that just removes any kerning or tracking that has been applied. Let's take a
01:28look at the unit of kerning, the degrees at which you are kerning or tracking,
01:34and that is this very important preference here. You may find that your values
01:38in your documents are set to 20. That's the factory default amount. I think
01:43that's too much, it's too coarse an increment. I recommend that you make it 5,
01:48possibly even less, so that every time you use that shortcut, the Option+ Left
01:53Arrow, Option+Right Arrow, you are moving in increments of only -5, 1/1000 em.
02:00Now we have talked about this increment of 1/1000 em, every letter is designed
02:06within an em2, that is 1000 units X1000 units, it's a relative size. And
02:14kerning is expressed in that unit of 1/ 1000 em. Now if you are a refugee from
02:21QuarkXPress, and you are trying to equate the values that you are used to in
02:26QuarkXPress, to the values that we have here in InDesign, then the values in
02:31InDesign are five times greater. The em2 in QuarkXPress is 200X200 unit em2.
02:39Whereas in 1000X1000 unit em2. Meaning that the value that you are used to in
02:46QuarkXPress, just multiply those by 5 to get the equivalent amounts in InDesign.
02:52There is another keyboard shortcuts that I haven't used, and that is to kern or
02:58track by five times the specified increment that's in your Preferences, and
03:04that's Command+Option+Left Arrow. So in this case, that's 25 or
03:09Command+Option+Right Arrow, Ctrl+ Alt+Left or Right Arrow for Windows.
03:15Now the last and very useful kerning or tracking preference, is a composition
03:23preference, which allows us to see where kerning and tracking has been applied.
03:28So I am going to apply some tracking to my second paragraph, and now I will
03:35need to go to my Normal view mode. Once I am in my Normal view mode, come to my
03:42Preferences, if your Windows, that's under the Edit menu, and to Composition,
03:47and here I can turn on Custom Tracking/ Kerning. And I will see as the kerning
03:54or tracking has been applied, my text will be highlighted in green. Now this is
03:58especially useful I think for two possible reasons. One is that you might have
04:04inherited a document from somebody who is maybe not as sensitive to kerning or
04:09tracking as you might like them to be, and you just want to pinpoint very
04:13quickly where kerning or tracking has been applied.
04:17And the second reason is, perhaps in order to fit the text in your document,
04:22you have had to kind of break your own rules a bit, and apply a little bit more
04:27kerning or tracking than you might have liked, but then the text has
04:31subsequently been edited, meaning that the kerning or tracking you applied, is
04:36no longer necessary. And again, you can quickly pinpoint where that has been
04:40applied. And in this case I am going to remove it with the keyboard shortcut,
04:45Command+Option+Q or Ctrl+Alt+Q.
04:50So anyway, there are our kerning and tracking, let me turn that Preference off
04:54now. You will not see your composition preferences when you are in Preview view
04:59mode, so I am going to press W to go to preview. Here are our keyboard
05:03shortcuts, and we have got as I mentioned, these two important preferences
05:08relating to kerning and tracking in your Units and Increments. The kerning or
05:12tracking amount and in Composition, the Custom Tracking/Kerning Composition preference.
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Adjusting word spaces only
00:00As we have seen tracking is the adjustment of space between characters, the
00:04words and the word spaces. In addition, InDesign has a little documented
00:09feature, which allows you to adjust only the word spaces. Let's see how this
00:15might be useful for us.
00:16I am in a document called decreasewordspace, which is in the Kerning and
00:20Tracking folder. I have got three paragraphs. They differ only in the amount of
00:26tracking or word space adjustment that has been applied. In my top paragraph
00:31here, no tracking is applied, and we run to 13 lines. Beneath, just the word
00:37spaces have been adjusted, meaning that the tracking between the letters
00:41themselves remains as it is here in the top paragraph, i.e., no tracking
00:48applied. In the example on the right, the reduction of space has been achieved
00:53by tracking both paragraphs to a degree of -15, 1/1000 em. Meaning that there
01:03is an equal amount of space reduction in the word spaces, and between the
01:08letters themselves.
01:09Let's see how we can apply this decreasing of word space. I am going to select
01:14just this one paragraph here, and to use the keyboard shortcut, and there is
01:18only a keyboard shortcut. That's the only way to apply this option. It's
01:23Command+Option+Backspace delete key, or Ctrl+Alt+Backspace delete key. And I am
01:30going to need to press that several times. And as I do so, my text gets
01:38tighter, and there we have saved ourselves a line, and if I place my cursor in
01:45the text, we can see that what has happed, is when I placed it after a space,
01:52the amount of space that has been shaved off of the word space character
01:56itself, is -60, but when I place my cursor between the characters, then there
02:06is no tracking applied. Just an alternative way of tightening up your text, in
02:12order to save or possibly take up a bit more room.
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6. Working with Special Characters
Using the Glyphs palette
00:00This chapter is about the small details. The fiddly stuff. And we are going to
00:04begin with the Glyphs palette, and how we can use the Glyphs palette to access
00:10those special characters, Foreign Accents, Currency Symbols, Fractions,
00:16Ornaments, other things that we cannot easily get on the keyboard.
00:20I am working in a document called Special Characters in the Special Characters
00:24and Punctuation folder. And I have some text here that requires the insertion
00:29of some of those special characters. Let me begin by just pointing out that we
00:34have a menu item, Insert Special Character, where we can access some of the
00:39frequently used special characters. In this case, the copyright symbol is one
00:44that I am after. But we also have here different types of hyphens and dashes,
00:50as well as different quote marks. But I am going to go for the copyright symbol.
00:57Now for other things, beyond what's on that list, we are going to need to go to
01:01the Glyphs palette. That's under the Type menu, and this is what it looks like.
01:06Firstly, what is a glyph? A glyph is the smallest unit of measurement of a
01:11character. In fact, a single character can be made up of several different
01:17glyphs. Alternate versions of the same character. For example, any of these
01:23where we have a black triangle at the bottom right hand corner, it means that
01:28there is more than one particular glyph to that character, so we can choose
01:33alternate versions.
01:34Let's just take a little look around the Glyphs palette, before we go any
01:38further. Here is where we can choose the font that we are viewing, and we can
01:43change Magnification size. And we can also, if necessary, increase the size of
01:52the palette. Now I am currently faced with an overwhelming number of
01:56characters, so, I may find it useful to filter, what is it that I am viewing.
02:02And I can do that here with the Show menu. And I just need to remind myself of
02:08what it was I was after. I am after a trademark symbol.
02:12So, I am going to Show Symbols, and also I am going to be zoom in, and there we
02:20see my trademark symbol, and I have two alternate glyphs that make up that
02:28character. So I left my document with the TM selected, so that now when I
02:36double-click, my trademark symbol is going to replace that character. My glyphs
02:41palette is getting a little bit large and unwieldy. So I am going to reduce its
02:46size. I can leave that Open, and I will come back here. 25 Pounds, I am talking
02:53Currency here. And we want the Currency Symbol to go in front of the number.
02:58So there is the one we are after. Simply double-click to insert that Currency
03:04Symbol in the text. Coming over here to the Foreign Accents. For this I will
03:13filter my view to, view just the Basic Latin, and Latin one. And I have got a
03:18few more glyphs to swift through here, until I find one that I am after. But
03:24there we have an e`(e acute), which I can insert simply by double-clicking. Now
03:29you will notice that as I am inserting these glyphs, they are appearing in this
03:34list up here, recently used. Which is a very nice shortcut that Glyphs palette
03:39has been quite improved in CS3.
03:42Now another thing, I might want to do, is if I am going to be using the same
03:47glyphs on a regular basis, it is making my own custom glyphs set. And I can do
03:52that by coming over here to the panel menu and choosing New Glyph Sets. And I
03:58am going to call this Nigel, for my name, okay, and now I can make a glyph set
04:05that combines glyphs from different font sets.
04:10So for example, perhaps I will scroll down here, and look at Wingdings. I want
04:17to review the Entire font, and there are several of these Wingdings that I want
04:22to add to my custom glyphs set. Now to do that, you can right click on the
04:26character, and then come over to Add to Glyph Set, and slide over to your
04:32custom glyph set. I am just going to repeat that for as many characters as I
04:37want to add to my custom glyph set.
04:39If you have a single button mouse and you are on a Mac, Control-click on the
04:44character. Now maybe I will add some glyphs from a different font, perhaps I
04:52will come to Zapf Dingbats, where I also want to add that one. Now having
05:01created my custom glyph set, which I can go back and edit anytime. I can see
05:06just that glyph set, by choosing it from my Show menu. And there are the custom
05:10glyphs that I added.
05:12To insert them into the text, simply double-click on them.
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Using typographer's quotes
00:00Now as I am sure you all know we want to use typographer's quotes for the most
00:04part. I.e paired quotation marks that surround the quotation, rather than
00:09straight inch marks or feet marks. However, there are certain times, when we
00:15actually need to use inch marks and feet marks. So let's take a look at how we
00:20can access those characters when we need to, and how they are distinctly
00:25different from typographer's quotes.
00:27I am in a document called Quote and Inch Marks, which is in the Special
00:31Characters and Punctuation folder, in the exercise files folder. And firstly,
00:36we are looking at these two examples here, with this quotation. The first one
00:40has inch marks, i.e. they are straight, they are not paired, they do not
00:45surround the quotation. And these I think are definitely to be avoided. It is
00:52the mark of Amateur Typography. Whereas these typographer's quotes look so much nicer.
00:59Let's just make sure that we have the necessary preference turned on, so that
01:04we get these typographer's quotes automatically. Preferences > Type, and if you
01:10are a Windows user, your Preferences will be under the Edit menu. And here is
01:14the option that I am talking about. It is indeed turned on, so every time I
01:20insert a quote mark, what I get is an opening paired quotation mark. And then
01:25when I come to the end of the quote, what I get is a closing paired quotation mark.
01:33Now that's all well and good, but sometimes typographer's quotes can trip us
01:38up, because sometimes we don't want typographer's quotes. As is the case down
01:44here, when we are dealing with measurements. What we want here are the straight
01:52feet and inch marks. And that's what we have over here in this example, in the
02:00middle. So how do we get these? Because if I begin by deleting those inch marks
02:07there. If I now want to insert them, what I am going to get, is a closing
02:13single quote, or a closing double quote.
02:19One way to make sure that we get the feet and inch marks that we are after, is
02:24from under the Type menu > Insert Special Character > Quotation Marks. And
02:29there we have single straight quote or single double quote. Arguably there is a
02:41better way, because inch marks and feet marks just don't look very good. No
02:44matter if you are using them appropriately or not. So in this third example
02:48over here, I am not using either typographer's quotes or inch marks.
02:53I am using what I call prime marks, and you will see that they are slightly
02:57slanted, but they are not paired the way quotation marks are. And the way we
03:01get these is through a good friend, the Glyphs palette. And if we filter our
03:09view to view just the Symbols. There is a single Prime mark, and right there is
03:15our double Prime mark. So for the most part you want your paired quotation
03:22marks to be on your typographer's quotes, but just be aware that every once in
03:27a while that can trip you up. Especially when you actually want these Symbols
03:31to convey, feet or the inches, in which case you may be better off inserting
03:36prime marks, which you can access from the Glyphs palette.
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Using fractions
00:00Let's take a look at working with fractions, which can be very tricky, and we
00:04will look at three different approaches to setting professional looking
00:07fractions. I am working in a document called fractions, which is in the
00:12Special Characters and Punctuation folder. And I have divided these into easy
00:16fractions and tricky fractions. Easy fractions: half, three quarters, one quarter.
00:22Most font sets will have this fraction as a distinct character.
00:27And the way to get to it is I am just going to highlight those three characters
00:32that are going to make up the fraction.
00:35And then go to my Type menu, to my Glyphs palette, and if I am viewing the
00:40Numbers, I am filtering my view to show just the Numbers of that font. There we
00:46see the different fraction s. So I can just double-click on half there, select
00:52three quarters, double-click on that one, and one quarter. Okay, so those are
00:59easy fractions. But beyond that, if you got anything other than one half, three
01:03quarters, and one quarter, things get a bit more tricky. So then in the second
01:08part of this document, we have got probably three sets of fraction s all the
01:12same, but before which isn't really a fraction at all, and looks really big and
01:19clunky, and not what we want.
01:21The first option we have is to apply a fraction script. Now I am using a script
01:27from a guy called Dan Rodney, and his website is danrodney.com. I want to give
01:32him a plug, because I have got this script for free. I am going to go to my
01:37Window menu, and to the Automation flyout, and to the Scripts panel. And in
01:42there we see this script called Proper Fraction, and it's simply a matter of
01:48selecting the text that we want to become the fraction. Double clicking on the
01:52script, and it's made for us. Now what that script does is it takes the first
01:58number, and makes it into Superscript, replaces the slash with a fraction al
02:02slash. Takes the second number, and makes it into Subscript. And then kerns the
02:08space between them. Big, big time saver.
02:12My third type of fraction is using OpenType, which is I think by far the
02:16easiest, if you have that option available to you. This says it is currently
02:21set in Times, which is not an OpenType font. But if I change that to Minion
02:26Pro, which is, I could now select the fraction, and then from all the way over
02:32on the right hand side on the Control panel menu, I can come to my OpenType
02:37flyout and choose Fractions, and solve that one, and then do the same for that
02:43one there. So three different approaches to getting good looking fractions.
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Using apostrophes
00:00Let's take a quick look at apostrophes, because these are something that can
00:03easily trip you up, if you are not careful. This is much like the point I was
00:08making when working with the inch marks and the quotes marks. When you have
00:11typographer's quotes turned on, which is what you want, what you are going to
00:15get sometimes instead of an Apostrophe, is an opening single quote, and that's
00:21what's happened here in these examples on the left, and that's incorrect,
00:25because the apostrophe here is substituting for the missing letter and needs to
00:30be a closing single quote or apostrophe, same character.
00:35So, just make sure that you are getting the character that you need, and if you
00:40find that when you type it in, it looks like that, then you can use the
00:44keyboard shortcut for an apostrophe, which is Alt+Shift+Right-bracket.
00:50Alternatively, I could also get that from the Type menu > Insert Special
00:55Character > Quotation Marks, and this is a single right quotation mark.
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Using ellipses
00:00The purpose of an Ellipsis character or three dots is to indicate an omission
00:05within a sentence or between sentences. I am working in a document called
00:09ellipsis, which is in the Special Characters and Punctuation folder, and here
00:13is a definition of what we are talking about. "The omission from a sentence or
00:17other construction of one or more words ." Just to be little bit more pedantic
00:22about this, there is a distinction between an omission within a sentence, which
00:27uses three dots and an omission between sentences, which uses a period and a
00:32space, then the three dots.
00:35There is also a further distinction of an ellipsis that occurs at the end of a
00:39sentence, where there is no sentence which follows it. In that case, the
00:44ellipsis should be followed by a period. A total of four dots. What we are
00:49going to look at here is to setting the three dot ellipsis character.
00:54Three ways to do it. I would suggest that this, the third way, is to be
00:59avoided. This is just dot, dot, dot (...), and while it's unlikely, it's
01:04possible that these dots could be broken at the end of a line. The second way
01:08or the middle way here is using an ellipsis character, and that character is
01:14accessible from your keyboard by Alt +Semi Colon, or Option+Semi Colon.
01:20You can also access it from the Type menu, Insert Special Character > Symbols >
01:26Ellipses. I think the best way is three dots separated by a thin space. The
01:33ellipses character will begin with a thin space. Now, a thin space is one of a
01:37spacing characters that exists here, under the Insert White Space menu or is
01:45Command+Shift+Option+M or Ctrl+Alt+Shift +M, and that's what it looks like, when
01:53you have your Hidden Characters turned on. So I am going to do that, and then
01:57the dot and then Command+Option+Shift+M, dot, Command+Option+Shift+M, dot, and
02:05then one more thin space to separate it from the character that follows. I am
02:09going to turn off my Hidden Characters now, and that's what that looks like.
02:13So, slightly more space between the dots and slightly less either side of the
02:19ellipses character. Then the second example here that uses just a standard
02:25space bar character. Then down here, we see a comparison of those two different
02:35types of ellipses character. In action one the ellipses character as accessible
02:40from the Insert Special Character > Symbols menu, and the second the custom
02:46build ellipses with the dots separated by the thin spaces.
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Understanding your dashes
00:00Know your Dashes. Your Em Dashes, your En Dashes, and your Hyphens, the
00:04difference between them and what is an appropriate usage of them. I am in a
00:08document called dashes, which is in the Special Characters and Punctuation
00:12folder, and here we are going to begin just by looking at the different widths
00:16of the dash. We can see that we go from the Hyphen, to the En Dash, and then
00:20double the width of the En Dash is the Em Dash.
00:23I am now going to my Layers palette and turn on my em layer. I will need to
00:29reduce my view size a bit, so that I can see the content of that layer. I will
00:35hide the visibility of my Dashes Layer and then make a zoom marquee,
00:40Command+Spacebar, and click and drag over that to make it fit my screen.
00:45Em Dashes: They are used to set off a phrase or to indicate an abrupt change in
00:51thought. What you don't want to be using are two hyphens or a single hyphen.
00:56All well and good, but do we put spaces either side of the dash? Well, that's a
01:01matter that is opened to some debate, probably not too much debate really, but
01:06some debate. The most important thing is to be consistent. Here, I am using
01:11space either side of my dash, but I am not using a full spacebar width, I am
01:16using a thin space, and the thin space is one of the spacing characters that is
01:22accessible under the Insert White Space fly out menu, thin space.
01:27Now another point to make about Em Dashes is that some people feel that they
01:31are just to long, and actually, while not technically correct, they prefer to
01:36use an En Dash, because it's wider than hyphen, but not quite so wide as an Em
01:41Dash. Let's go and take a look at these two examples down here. In the first
01:45sentence, I am using an En Dash instead of an Em Dash, and in the second
01:52example, I have an Em Dash but set to horizontal width of 80%, making it not
01:58quite as long.
01:59In both cases I have before and after the dash, a thin space to separate it
02:06from the text. Okay, I am now going to look at En Dashes. Incidentally En and
02:12Em are two very good scrabble words, if you need to get out and you got to some
02:18spare letters. So here we are. The simple usage of an En Dash is if you would
02:25speak the phrase, you would use the word 'to'. So instead of using the hyphen,
02:28we use an En Dash here. Open 9x5, 1914x1918, SeptemberxOctober. There we are.
02:37Hyphens, Em Dashes, and En Dashes.
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Avoiding two spaces after a period
00:00This movie is about, why should have only one space after a period. I am in a
00:04document called nodoublespace. In the upper example, I am using a single space
00:09after a period, and beneath that, using a same text I have two spaces after a
00:13period. You can see that there are unsightly holes opening up in my text at the
00:18beginning of every sentence as a result of using two spaces. Now even though
00:23two spaces after a period was taught when people were learning how to type on a
00:28typewriter using Monospace fonts.
00:31Here we are using proportionally spaced fonts, and that practice is now
00:36unnecessary. We want to keep that spacing consistent throughout, so only ever
00:41one space after a period. Now if you are thinking, wait a minute, I am so used
00:45to using two spaces after a period. I just can't get my head around the idea
00:49that you should only use one. Here is why? I am going to scroll over here and
00:54look at these different characters. Now with proportional space fonts, each of
00:58our characters uses a different width. Obviously, a W is far wider than an I,
01:03which is far wider than a period.
01:05If I would zoom in on this, included in every character, is the space that goes
01:11with it, and there is more space built into the period character than there is
01:17into the W or to the I character. So the point here is, the space is already
01:22there; it's already a part of the character. You don't need two of them. Using
01:26two of them is just going to give you unsightly holes in your text. Just to
01:30demonstrate this point a bit further, I am going to go to my Normal View mode,
01:36in which I can see my hidden characters. You can see that what I have done here
01:41to get this spacing width, and I am on very large view percentage in order to
01:47see this, is I have just drawn a box. It goes from the very edge of the visible
01:52part of the character to this paragraph mark here, which indicates the end of
01:57the paragraph.
01:58And I have done the same to each of these three characters. We can see this for
02:01the period; it is significantly larger, at least at this view size, than it is
02:06for W or for the I. So please only ever one space after a period.
02:12If, for whatever reason, you cannot retrain yourself to only type a single
02:16space after a period. Go ahead, type two spaces, but just make sure that the
02:20first thing that you do before you start working with your type, is you came up
02:24to the Edit menu, choose Find/Change, and then from the Text tab, you can do a
02:32simple search and replace to replace all multiple spaces with a single space.
02:37Now I am going to go ahead and change all, and that gets rid of over those
02:42double spaces in my second example down here.
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Spacing characters
00:00Now if you just viewed the previous movie, you may be thinking, well, wait a
00:03minute, what if I need more spacing? Are there going to some times when I want
00:08a bit more space than just a regular space character is going to give me? Yes,
00:12I am sure there are and there will be times when you want a bit less as well.
00:15That's where we have different widths of spacing characters.
00:18I am in a document called spaces, which is in the special characters and
00:22punctuation folder, and here I am just using four different types of spacing
00:28character. There are more than this but I tend to find that these four are good
00:32for my needs and this just demonstrates the relative widths of those different
00:39spacing characters.
00:40So this is what a Spaceband is going to be. By Spaceband, I mean what you get
00:44when you press the Spacebar and Em Space. Look how huge that Em Space is. The
00:49En Space, half of that width and then for less than a Spaceband, a Thin Space.
00:56Of course, all of the spacing widths are relative to the point size that for
01:00you are working with. I am just going to press W to switch to my normal view
01:05mode, where we can see how, when I have hidden characters shown these different
01:10spacing characters are represented by these hidden characters.
01:14I should also point out that the spacing characters are available here under
01:20the Type menu, Insert White Space and in addition to the ones I showed you, we
01:24also have Hair Space, Thin Space, Quarter Space, Punctuation Space and Flush
01:29Space. More spaces than you can shake a stick at.
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Reducing punctuation size in headlines
00:00To give your type the tender, loving care that it deserves, you might consider
00:03reducing the size of your punctuation in headlines, which can look
00:08disproportionately large.
00:09I am in a document called reduce punctuation and this is in the special
00:13characters and punctuation folder in the exercise files folder. Here we have a
00:18file that may look familiar. We were working with this one in the Leading
00:21chapter and we have here several pieces of punctuation that are just at this
00:27size of type, looking too large and clunky.
00:31So what I am going to do is I am going to select that colon first of all and I
00:35am going to reduce it's size, Command+ Shift+< or Ctr+Shift+< to knock that down
00:42in size. Now, of course when I do that, I may also then find I need to shift it
00:48up a bit using my baseline shift and that's what I am going to do.
00:54I would probably get rid of the column altogether but I just want to show you
00:58how it would look if we did decide to use it. There's that one and I am also
01:03going to select these quote marks and make those smaller. They are currently at
01:0736 points. I think we can knock them down to 24 points and having done that,
01:14I'll also need to baseline shift them up to about there and now probably
01:22easiest to get the closing quote is to copy the opening quote, Command+C or
01:27Ctr+C and then select the closing quotes.
01:32Make sure I only have that selected, Command+V or Ctr+V and then just replace
01:39the opening quote with the closing quote and I want to make my comma the sign
01:44size, which was 24 points. There we go.
01:50Reduce punctuation in a headline.
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7. Using OpenType Fonts
Understanding OpenType fonts
00:00This next series of movies is about OpenType. What is OpenType and why is it a
00:05good idea to use OpenType fonts if you have them available?
00:10Let's begin with a look at the benefits of OpenType fonts. Firstly, they have a
00:14vastly expanded character set, and Old Type 1 PostScript font would have a
00:20character set of only 256 characters, which on the face of it, would seem like
00:25sufficient, 26 for lowercase, 26 for uppercase, 10 for your numerals, various
00:30bits of punctuation, a few foreign accents, a few fractions and you'd think you
00:35would still have enough leftover.
00:36But these days, we are working more and more with multilingual publishing. We
00:40want different numbering systems, we want fractions, we want ornaments, we want
00:44different forms of characters. We want extra ligatures and these all are the
00:48things that OpenType can offer us and it can offer us these different
00:52characters all within the same font.
00:54Some of you may remember using expert sets when you wanted to use real small
00:59caps or different numbering styles. It would involve changing the font. Here
01:04you don't have to worry about that. It's all in one place.
01:07Secondly, they are cross platform. You are a Mac user and can exchange with
01:11Windows no problem and same vice versa. OpenType fonts present no compatibility
01:17problems when moving from one platform to another.
01:20Thirdly, when working with an OpenType font file, there is just one component
01:25to it. You do not have to worry about that being a distinct file for the
01:28ScreenFont and a distinct file for the PrinterFont. So it's just one component,
01:33one less thing to worry about.
01:35Fourthly, and what we are really going to be really getting into is the
01:38typographic features that InDesign can harness the potential of OpenType fonts
01:44so that we can use extra ligatures, the real fractions, the real small caps,
01:48different numbering styles and a whole lot more and we are going to begin in
01:52the next movie by looking at ligatures.
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Understanding ligatures
00:00Ligatures are two or more characters that are fused together to form a single character.
00:07I am in a document called Ligatures, which is in the OpenType folder.
00:11Ligatures are not exclusive to OpenType. You can use ligatures without
00:16necessarily using an OpenType font. The basic ligatures, the most common ones,
00:21the fi, fl in lower case combinations are available in non-OpenType
00:27fonts. With OpenType fonts, you have more ligatures available to you, but before
00:32we get into the specifics of the OpenType ligatures, let's just talk a moment
00:36about what ligatures are and why they are useful.
00:39Without ligatures, using in this case, Adobe Caslon Pro, we see that with the
00:44fi letter combination, there is a collision between the f and the dot of the i.
00:50That problem is solved with a ligature where those two characters become one.
00:53The horizontal bar at the f joins with the i and the dot on the i is dropped.
00:59Similarly with the fl combination, which is fused together much more gracefully
01:05than this collision that we get when there are two separate characters.
01:09Now, that's about the extent of the ligatures that you have in a non-OpenType
01:14font but with an OpenType font, you get extra ligatures and here is some of
01:18them. ffi as in the word office, ffl as in the word waffle. Three characters in
01:25this case, all fused into one to avoid character collisions.
01:29Just want to mention that ligatures are perhaps not always such a good idea.
01:33They are more necessary in some fonts than others. Here, I am using the font
01:38Futura. Now you may not have this font but you can still get the idea from just
01:43looking at the screen. Futura, a geometric Sans-serif font, where the issue of
01:48a character collision doesn't really come up.
01:50So using a ligature just looks a little bit odd in this case and is perhaps
01:55unnecessary. So if you do not want to use ligatures from your character formats
02:00on the Control panel all the way over in the right-hand side, you can uncheck
02:05the Ligatures option right there and your ligature now becomes two distinct characters.
02:11Okay so that's the grounding for ligatures. Let's now see what specifically
02:16OpenType ligatures can do for us. I am going to come to my Window menu and pull
02:20down to the OpenType file, which I already have open. This is in the OpenType
02:25folder which is in the exercise files folder and I am going to zoom in to this
02:31area called discretionary ligatures because as well as extra ligatures, we have
02:36this feature called discretionary ligatures in OpenType fonts which may be a
02:41little bit too much icing on your cake but maybe sometimes can give a little
02:46extra something to your type.
02:47Here are some examples, the ct combination, the st and the sp combination in
02:55this font Minion Pro. So if I want to turn on my discretionary ligatures, and I
02:59am going to now do this for the text on the left, I will select it and from my
03:04palette menu up the top there, OpenType. Here is a list of my OpenType features.
03:09Now you will see that some of these features have square brackets around them.
03:13That means that this particular feature is not available in this font but
03:17Discretionary Ligatures is available, so I am going to choose that and there we
03:22have the discretionary ligatures available for those characters.
03:25Next, I am going to talk about using real small caps in OpenType.
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Understanding small caps
00:00We saw in an earlier movie how to set small caps and some of the problems
00:03inherent in doing that when working with a non-OpenType font.
00:07When working with OpenType fonts, when we choose small caps, the result that we
00:11get uses distinct characters. These are separate characters that are part of
00:16the OpenType font sets and in the same document I was in, in the previous
00:21movie, open type and it's in the open type folder and here we are looking at
00:25using small caps.
00:27Now, in the example on the left here, I have small caps applied to a
00:30non-OpenType font and that's simply applied by clicking on the big T, small t.
00:35I have done the same thing with an OpenType font over here, Adobe Caslon Pro.
00:40Look at that beautiful Q by the way and when I do this, the benefit is that
00:45because the horizontal scale of these characters hasn't been reduced as it has
00:51here, you can see that the characters just look more substantial, they look
00:55less spindly than the fake small caps on the left.
00:59Now, in addition to that, we also, with OpenType small caps have one other
01:03refinement that we can apply should we choose and that's the ability to have
01:08all our text in lowercase small caps regardless of whether or not the initial
01:13character of the word is in an all cap and that option is this one right here
01:18All Small Caps, with everything as I reduced size capital.
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Understanding numerals
00:00OpenType allows us to choose different figure styles for our numerals.
00:05I am in the OpenType file from the OpenType folder and just so that we can zoom
00:10in, focus in on what we want to learn in this movie. I am going to open up my
00:15Layers panel, where we see I got the different features assigned to different
00:19layers and I am going to hide all the layers except oldstyle numerals and to do
00:24that I am going to hold down my Option or Alt key and Click on the Visibility
00:28icon of that layer and then I am going to collapse my Layers panel.
00:33Okay. So here we have Oldstyle Numerals on the left. We have regular lining
00:38numerals where the numbers are the height of the cap high of the text and on
00:43the right; we have Oldstyle Numerals where certain of the numbers will have
00:47descenders in the case of the five, the three, the four and the nine and others.
00:53Well one other, in this case has an ascender at the six. The part of that
00:58number that goes above the X height and if I just draw myself a guide to the X
01:04height, you can see exactly what I mean there. I am now going to hide those
01:08guides. So to set your type using Oldstyle Numerals select it and I am using
01:16Chaparral Pro. Incidentally, the word Pro after the font name is a pretty good
01:21indication that it's an OpenType font.
01:23I am going to come up to my character formatting palettes, OpenType and pull
01:30down to Proportional Oldstyle and there we have my Oldstyle Numerals which just
01:36blends so much more harmoniously with the upper and lowercase of my text.
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Understanding fractions
00:00OpenType fonts give us easy access to real fractions. I am in the OpenType file
00:07in the OpenType folder and we are going to concentrate on fractions, now, so I
00:11am going to go to my Layers panel and Alt or Option-click on the Visibility
00:16icon of the Fractions layers, so that we can see just that layer by itself.
00:20Now, we have already seen fractions, we had a whole movie on fractions in the
00:23previous chapter. I am going to give you a one new piece of information here.
00:27We so how, we have in an OpenType, font, we got our Glyphs palette and we look
00:35in the Numbers section.
00:36We can find all these useful fractions, if we are using a non-standard
00:41fraction, then all we need to do is highlight the fraction and come up to our
00:45OpenType menu and choose Fractions. Fair enough, all well and good.
00:48But here is a slight drawback of that Fractions feature in OpenType and that is
00:55that, if I turned Fractions on, and then I start typing, and let's say I type a
01:02number, I don't want to be a fraction, so it's not affecting the text, not a
01:07problem. But I don't want that number to be a fraction I want that to be a
01:11regular size number.
01:13The point here being, that you have to specify the number that you want to
01:16convert to a fraction and then travel to the OpenType menu. That can be a
01:20little bit long winded, so here is an alternative way that you can do that and
01:25the thing I am going to show you next has many, many applications; this is just
01:28one of them and I am going to suggest that we make a keyboard shortcut to
01:31quickly apply our OpenType, Fractions. I am going to set these back to being
01:36non-fractions and I am going to travel to the Edit menu and pull down to
01:41Keyboard Shortcuts.
01:43Now, the Product Area that I want to affect, the thing that I want to add a
01:47Keyboard Shortcut to, that doesn't already have one is on the panel menus. So,
01:53I am going to choose panel menus and then under the Commands I get a long list
01:57of everything that is on every panel menu within InDesign. I need to scroll
02:02down until I find the Character panel, down, down, down, Character: OpenType:
02:09Fractions, that's the one I want. I want to assign a shortcut to this.
02:13I am going to need to create a new keyboard shortcuts set which I'll give my
02:17names so that we don't overwrite the original keyboard shortcuts set, and it
02:21just return me to the Application menu, Product Area, thanks very much. So I am
02:26going to do that again, panel menus and scroll down to Character: OpenType:
02:34Fractions and the shortcut I am going to give it is Ctrl+Option+F, and that's
02:41control on a Mac. Ctrl+Option+F. Windows, you may need to find a different
02:47shortcut, but just find a shortcut that in some way makes sense to you and that
02:51isn't already taken by something else. And you will see that this is a keyboard
02:55shortcut that is currently unassigned. I am going to click Assign, click OK and
03:00now to apply my fractions as appropriate, Ctrl+Option+F. We'll do it and if I
03:05come up here to the OpenType menu, Fractions that even tells me that, that
03:10Keyboard Shortcut has been applied to it.
03:13So that's just a, I think a time saving tip for quickly applying fractions, if
03:18you are working with a document that requires a lot of fractions.
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Understanding other OpenType features
00:00Okay, so far we've looked at Ligatures, Discretionary Ligatures, small caps,
00:04Oldstyle Numerals, Fractions. I am now going to address a few other OpenType
00:08features in one movie. I am going to be talking about Glyph Shifting,
00:12Contextual Alternates, Swash Characters, and Titling Alternates.
00:17I am in the OpenType file, in the OpenType folder, and so that we can focus in
00:23on the aspects that we want to look at in this movie. I am going to open up my
00:27Layers panel and hide the visibility on Ligatures, discretionary ligatures,
00:31small caps, oldstyle numerals and fractions, leaving us with these four. I will
00:38then close my Layers panel and move my screen up a bit.
00:44So firstly, let's look at Glyph Shifting: Glyph Shifting is a feature that's
00:48on; there is no option to turn it on or off, it's just on with OpenType fonts.
00:52When we look at the example on the left, a non-OpenType font without
00:56glyph shifting, we see that the position of the hyphen and the closing
01:00parenthesis is the same, regardless of whether or not that is preceded by a
01:04lower case h or an upper case H.
01:07In the example on the right, an OpenType font with glyph shifting, we see that
01:11the position of the hyphen and the closing parenthesis is lower for the
01:17lowercase text than it is for the uppercase text or actually it is higher for
01:22the uppercase text. Because without the glyph shifting the position of the
01:26hyphen and the parenthesis is too low and might require that you shift the
01:31baseline manually, if you are working with a piece of display type or type on
01:35a logo or a business card.
01:37Let's move now to Contextual Alternates and we will see in the example on the
01:42left, Contextual Alternates are not used. This is using the font called
01:45Caflisch Script Pro, which if you don't have just follow along with the
01:50screen to get an idea of what this is. This is a feature that's only going to
01:53be available for certain types of script fonts that are OpenType fonts.
01:57In the example on the right, we see that we have to Contextual Alternates
02:02turned on and look what affect that has, for example, with the b and the r. We
02:06have a different b because it's followed by an r. We have a different o because
02:12it's followed by w. There is a connection between these characters made.
02:15Now, I can select this text and come up here to OpenType and choose Contextual
02:22Alternates and that will change it, but the really cool thing here is that if I
02:26type it and I have Contextual Alternates turned on, look how my characters
02:32change as I typed them. There is my b standard looking b but then when I follow
02:37that with an r look how that b changes to create a link with the character
02:41which follows; that's Contextual Alternates.
02:45Next, Swash characters. Swash characters should be used very sparingly but
02:50every once in a while, if you are after a little nautical swashbuckling
02:54flair for your type, they might be just the ticket. So here on the left I am
02:58using Adobe Caslon Pro Italic but without the Swash characters and here on the
03:02right I have the Swash characters turned on.
03:04So I am going to select this example on the left and for make that the same as
03:08on the right, I'll come up to my Character panel menu, OpenType and then pull
03:13down to Swash. Remember, anything that has square brackets around it means that
03:18that feature is not available for this particular font, and there are my Swash characters.
03:25Now the last example, Titling Alternates is going to be a little bit difficult
03:29to see on screen really and it's applicable only when you are using really,
03:32really large type. When you are working with very large type sensitive points
03:36and above our regular font character content to look a little bit clunky
03:40perhaps, as is the case with this example on the left although, it looks fine
03:44really but not quite as choose old as the example on the right, which is the
03:49Titling Alternate.
03:50So, a Titling Alternate swoops out the regular character for a character that
03:54is designed to be used at very large sizes and if I select this character here,
04:00Adobe Garamond Pro this is an OpenType font that offers us Titling Alternates
04:05come up to OpenType and then I'll pull down to, there it is right there Titling
04:10Alternates. And it's fallen out of its box, so I need to resize that text frame
04:17and there we see, now the same as the example on the right.
04:21So that's Glyph shifting, Contextual Alternates, Swash characters and Titling Alternates.
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8. Aligning Your Type
Aligning your type
00:00Welcome to the chapter on aligning your type and we are going to begin by
00:04taking a look at the different types of alignment that we have in InDesign and
00:08how we apply that alignment to our type.
00:10I am in the document alignment_types, which is in the alignment folder in the
00:16exercise files folder, and here we have six different types of alignment the
00:20same piece of text with different alignment applied.
00:23Practically speaking, we are talking about either this option, Left, or this
00:28option here, what InDesign calls Left Justify. What's commonly known as
00:33justified text, i.e. having a smooth right-hand margin. But we also
00:38here the different options of Center, Right and then the seldom used options of
00:42Center Justify and Full Justify. Very, very rarely do I use those.
00:47Let's just take a look at where these options live. They are on the Character
00:51palette on the Paragraph Formats. This is one of the places that you can find
00:55them. You can also find them on your Paragraph panel. I prefer to access them
00:58from here. So we have Left, Center, Right. One that is not here Align towards
01:04the spine, Align away form the spine.
01:06We'll be taking a look at examples. They all fairly rare examples of when you
01:11might use those and then we have Left Justify. Left Justify with the last line
01:16centered, which is this one here, and Left Justify with the last line completely
01:21justified and that's this one here, and you can see that's creating some
01:24very nasty word spacing problems.
01:26So practically speaking, we are talking about this one and this one for
01:30continuous reading of text. Let me just quickly run over the keyboard
01:33shortcuts. They are Command+Shift+L for Left Justify, Command+Shift+C, you get
01:39the idea. Command+Shift+R for right, Command+Shift+J for justified or
01:43Ctrl+Shift if you are working with Windows, okay. So those are our alignment types.
01:48As I said we are talking about Left versus Left Justify, what InDesign refers
01:53to as Left Justify practically speaking, and let's have a look at how that is
01:58going to reflect the appearance of our text. So on the left-hand side, we got
02:02left alignment applied and on the right-hand side left justified alignment applied.
02:07Now, there are several things we could say about these different types of
02:11alignment. We could say that left aligned is more asymmetrical, obviously right
02:16alignment is more symmetrical. We could say that the left alignment is more
02:20informal and the justified alignment is arguably more formal. We can also say
02:26and we can see that here that the Left Aligned text is going to run longer than
02:31the Justified text.
02:32So in the next chapter, we are going to look specifically on working with
02:35Justified text and how if we take the trouble, we can get really nicely
02:40justified text and avoid any word spacing or character spacing problems like in
02:45sometimes occur when you use Justified text.
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Setting Justification options
00:00This movie is all about getting the best quality justify type, avoiding any
00:04word or character spacing problems.
00:07I am in the document justification, which is in the Alignment folder, and I
00:13have two pieces of justified type. When working with justified type, the
00:17challenge is, how do we make that space that is assigned to the word spaces and
00:23potentially to the spaces between the characters? How do we make sure that it
00:27looks even and consistent and that we have good type color, how do we avoid big
00:33holes between our words? Especially when working with narrow columns as we have here.
00:38In the before example, on the left I have what I would argue is not very well
00:44justify type and on the right a much better justify type. You'll notice that
00:49the spacing between the words is much more consistent in the example on the
00:53right. I am going to zoom in, so that we can get a good look of that. Take a
00:57look at this line here, where we have nasty word spacing here, here, and here.
01:02We don't have that same problem in the example on the right.
01:05So what I want to do is run through how I got from here to here. So I am going
01:11to delete this version, I am going to turn on my guides by pressing W and I am
01:16going to copy this version over to here, holding down the Alt key and the Shift
01:21key, so that I constraint the movement of the copy. That's Option+Shift on a Mac.
01:27Just to point out where the problems exist, I am going to turn on a Composition
01:30Preference. We saw in the movie on tracking how there was a Composition
01:34Preference that we highlight, where your text has been custom tracked or
01:38kerned. There is a similar Composition preference in the Composition
01:43Preferences, not surprisingly which is code H&J Violations. And when I turn
01:48that on, we see lots of yellow highlighting indicating where I have an H&J Violation.
01:56This means that InDesign is unable to honor the justification settings I am
02:02asking of it and it's unable to do it because I am asking the impossible
02:05because my column width is too narrow, really relative to my point size. I
02:10really should be working with a wider column, but I am going to try and make it
02:14work, even with a narrow column like I have here. And where we see this dark
02:18yellow highlighting, I have got a really bad problem. And where I see light
02:22yellow highlighting I've got a minor problem.
02:24I am going to trying to get rid of as many of these problems as possible. So I
02:29am going to begin by doing a Select All, Command+All or Ctrl+A in the text
02:35frame on the rights. I am going to help out my text here by allowing it to
02:40hyphenate. Allowing words to hyphenate is going to get me a better type color,
02:44it's going to avoid words spaces. You might think the hyphens are not so great,
02:49but I would argue they are the lesser of the evils. So I am going to turn on
02:53Hyphenation. I could also go to my Hyphenation options where I can specify
03:01exactly how I want words to hyphenate.
03:04Now, we'll be taking a look at these in some depth, in the chapter on
03:07hyphenation. But for now, all I am going to do is, I am going to change the
03:12Words with at Least to 6; meaning the only words with at least six characters
03:17can hyphenate and the After First and the Before Last both to 3, meaning that I
03:22have at least three characters proceeding a hyphen and at least three
03:26characters after a hyphen. I am going to uncheck Hyphenate Last Words. So that
03:30the last word of a paragraph will not be allowed to hyphenate. Okay, let's just
03:35assess where we are, has that improved things? Not too much. So let's now go to
03:45the Justification options and this is where we are really going to see a big change.
03:51So far, all of the justification in that type is being achieved by the Word
03:57Spacing. We have two other options, Letter Spacing and Glyph Scaling, which are
04:01not being called upon, and by bringing those into play we are going to get a
04:05much more even type column.
04:08Now, let's just take a look at what these mean first of all before we start
04:11changing the settings. If you are working with Left, Centered or Right align
04:17type only the Desired column has any effect. You can forget about Minimum or
04:23Maximum. But when working with justify type as we are, the Minimum and the
04:28Maximum determine the permissible range over which the Word Spacing can vary.
04:33So currently, I am allowing my Word Spacing to vary between 80% and 133% and I
04:37want the Desired to be 100%, what the type design had decide it should be the
04:44width of the spacing character in this fonts.
04:47Now I am going to leave the Word Spacing values as they are, but I am also now
04:51going to allow the Letter Spacing to very slightly. The amount of variation I
04:56hope is going to be imperceptible but it is going to help fix the word spacing
05:01problems that we have. I am going to make the Minimum -2. I am going to leave
05:04the Desired at 0 and I am going to make the Maximum +2.
05:11Now when I turn on my Preview checkbox, I think we might be able to see that,
05:16some of that yellow highlighting has gone away. So we are already seeing an improvement.
05:21The next thing I am going to do is change the Glyph Scaling. Now, the Glyph
05:25Scaling is actually the horizontal scaling of the characters. Now this might
05:29seem like a very, very bad idea, but in actual fact the amount of Glyph Scaling
05:34that we are applying is so imperceptible and the benefits offered are so great
05:39that I think we can get away with it.
05:41So I am going to make the Minimum amount of Glyph Scaling 97% and the Maximum
05:46amount 103%, and then I am going to just move that out of way and we can see
05:52that that pretty much fixed all of our problems.
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Setting left alignment
00:00In this movie, we are going to look at some of the challenges involved with
00:03setting your text with left alignment.
00:05I am working in a document called leftalign, which is in the alignment folder.
00:10Now the challenge of working with left aligned text is what happens to the
00:14space at the end of the line and what kind of rag does it creates. By rag I
00:18mean what kind of shape does that spacing create at the end of the line and
00:23ideally we want to create a rag that is as even as possible.
00:27Now there are few features that will enable us to do this, but more than
00:31anything, we just need to develop a sensitivity and analyze to what works and
00:35what doesn't.
00:37Now, below in this example, I have a feature called Balanced Ragged Lines
00:41turned on, which has a couple of different uses this is one of them, may be, I
00:46am not so sure that it's a good idea, but let me just point it out anyway.
00:50If I come up here to my palette menu and I am on my Paragraph Formats and I come
00:55down to Balanced Ragged Lines, that's the feature right there. So we can see
01:00that if I were to do that to the text that was currently not balanced, it's
01:04going to attempt to make each line more or less the same length. So that's one
01:10thing we might consider.
01:11Another thing that's really going to help with our rag is to turn on
01:15Hyphenation. Now I know that this is the second time I have mentioned
01:18hyphenation and it's preceding the actual chapter on hyphenation. I just can't
01:22really avoid mentioning it now, although we will be looking in detail at the
01:27Hyphenation options later on.
01:29So if I turn on Hyphenation, you'll see that that doesn't close any words to
01:32hyphenate, but I am going to go to my Hyphenation options and with Hyphenation
01:38turned on, I have this slider here, which is a very clear visual representation
01:43of the kind of choice that we need to make, do we want Better Spacing, or do we
01:47want Fewer Hyphens, do you want Better Spacing and Fewer Hyphens, well you
01:52can't have that, it's one or the other.
01:54The more hyphens you have, the better that your spacing will be, the fewer
01:57hyphens the worse your spacing will be and this concept of type color that I
02:01have mentioned several times, by type color I don't mean is your type red or
02:05green or blue. I mean what's the density of it? If you are looking at it from a
02:08distance, how does it look as a block, as a great block? Is it consistent or
02:13are there big holes in it?
02:14So, let me see what happens if I've got my Preview box checked here, if I get
02:19my slider, I'll move towards Better Spacing, how does that affect things,
02:24you'll see it suddenly gives me more hyphens, that's for sure.
02:29Now, typically I'll leave this in the middle, but you might want to just move
02:32it one way or the other and in fact in this case, I would suggest that may be
02:37kind of contradicting what I just said and on the lining, the fact that you
02:41really need to trust your eye more than the features themselves. I am moving
02:45towards Fewer Hyphens and that seems to be giving me better spacing in this case.
02:50So there are couple of options that we can employ to affect the way left align
02:55text will rag. Balanced Ragged lines and the Better Spacing or Fewer Hyphens
03:01slider in the Hyphenation options.
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Setting Optical margin alignment
00:00One of InDesign's coolest features and certainly one of the easiest to apply is
00:05Optical Margin Alignment. Once again two pieces of text, in most case identical
00:11with the exception that the upper piece has Optical Margin Alignment applied
00:16and the piece doesn't; spot the difference.
00:19Well the difference is and we can see it more clearly if I turn on my Frame
00:23Edges. I am going to press W to turn on my Frame Edges and with the Optical
00:28Margin Alignment applied and we saw this in the justification movie, hyphens
00:33and punctuation stick out beyond the right-hand edge of the text frame,
00:38creating more optically aligned text along the right-hand edge. Not only that,
00:43but it also does the same on the left- hand edge where your opening quote mark
00:48in this case sticks up beyond the left-hand edge of the text frame.
00:52Now, let's just compare that with the non-optically aligned text. The reasoning
00:58here is that the hyphen positioned where it is here at the end of a line,
01:02creates a visual hole, so that's the need for Optical Margin Alignment.
01:07Now, some people don't like this and my feeling about this is that it's just
01:12because they have gotten used to not saying this, this is something that was
01:15kind of lost with digital typography. But now with InDesign has returned and
01:19it's easy to apply, it used to be a nightmare to try and apply using a page
01:23layout program, but now it's an absolute piece of cake.
01:26But we've been looking at type set without it for 10, 15 may be 20 years and we
01:31have become used to not seeing it. But if you look at good typography from days
01:36gone by often they will include Optical Margin Alignment. Let's just see how
01:41easy it is to apply. All I need to do is place my cursor in the story or I
01:46could select it with my Selection tool, either will work and then come to my
01:49Type menu and choose Story; not really quite sure why it's called Story but it is.
01:55And it is simply a case of checking the Optical Margin Alignment checkbox and
02:00you'll see that sticks the hyphens and punctuation out beyond the right-hand
02:04edge. There is one option and that is to change the point size. Now
02:07theoretically, you should match this to the point size you are working with. I
02:12have to say in practice I tend to always leave it at 12 points unless I find a
02:16compelling reason to change it.
02:17But let's see I am working here with 10 point types. So theoretically, I should
02:22set this value also to 10 point. But I think you'll find out why I make too
02:27much difference.
02:28So there we have it, Optical Margin Alignment really easy to apply, no reason
02:33not to use it, especially useful when working with justified text.
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Hanging punctuation
00:00In the previous movie, we saw Optical Margin Alignment, very much related to
00:04that is the issue of hanging punctuation.
00:06I am in a document called hanging_ quoatation and this is in the alignment
00:12folder and you know the drill by now, we have one example that is unfinished
00:16and one finished example. And the unfinished example is the one on top where
00:21the quotation doesn't hang, where it's not optically aligned.
00:25The problem is that the y of your is aligning underneath this opening quote
00:30mark, rather than underneath the L and that's what we wanted to do. And also we
00:35see that the attribution in the finished version has been moved in from the
00:39right-hand side, so that it aligns under this text.
00:43The Optical Margin Alignment feature is not going to take you a whole way in
00:47this case, what we need is something else called the Indent to Here character
00:51and the keyboard shortcut for that is Command or Control+\. You can also find
00:57it on the menu, if you come up to Insert Special Character > Other > Indent to
01:04Here. I'll choose it from there and then we see all subsequent lines of my
01:09paragraph, in this case just the one aligned to that point.
01:12Now to align the attribution, this text is right aligned to push it in from the
01:19right, I need to add some right indent to it. I am just going to do that by I
01:23or may be I'll draw myself a guide. So if I come down here and choose Normal to
01:30go to my Normal view mode or rather as I would do normally just press W and
01:35what you know I have a guide already placed exactly at that point, what a coincidence.
01:39So I am going to select this text and then I am going to increase the amount of
01:44Right Indent. Now if I hold down my Shift key as I do this on moving bigger
01:48increments and that's too much. Just notch that over to get just about there I
01:56think, and I'll turn off my Frame Edges by going to my Preview view mode,
02:03pressing W and I am ready to call that a hanging quotation.
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Using Adobe Paragraph Composer
00:00Let's take a look at InDesign's two composition methods. The Adobe Paragraph
00:05Composer and the Adobe Single-Line Composer, these are especially important
00:09when working with justify text.
00:11I am in a document called para_vs_singe, which is in the alignment folder, and
00:17here we have two pieces of text both are justified on the left-hand side we
00:21have the text justified using the Adobe Paragraph Composer, on the right-hand
00:25side using the Single-Line Composer.
00:28Neither piece of text is hyphenating, which is causing bad word spacing
00:32problems although you can see that there are a lot worse here in the right-hand column.
00:37Let's go and take a look at the option that I am talking about, it's under here
00:41Justification; it's this one here. Now when you are using the Adobe Paragraph
00:46Composer InDesign is looking within the whole paragraph, figuring out how it
00:50can best distribute the space across the paragraph to achieve even type color
00:55and consistent word spacing.
00:59When you are using the alternative, the Adobe Single-Line Composer, InDesign is
01:03looking only on a particular line at a time. I would say there is no reason to
01:08not use the Adobe Paragraph Composer. It will always give you a better result,
01:13sometimes as in this case, a drastically better result.
01:16Having set that, there is one thing I should point out about the Adobe
01:20Paragraph Composer and that is that when you type in a paragraph you'll see
01:28that the text will recompose, not only below to the right of the cursor, but
01:32also to the left and above the cursor.
01:35This can sometimes be a little bit disconcerting if you are not sure why it's
01:38doing that but once you are aware, this is all because the paragraph is still
01:42in progress, InDesign is still composing the paragraph then so long as you can
01:46live with that let's always go with the Adobe Paragraph Composer.
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Align to or away from spine
00:00Here is an Alignment Option you probably won't end up using too much, but every
00:04once in a while it can't come in handy.
00:07The two picture captions on my page are both Align to Spine, if I double-click
00:12in either one of them and look at my Paragraph Formats, I see the alignment is
00:16Align to Spine meaning that on the left-hand page of my two page spread, my
00:22text is right aligned, if I now move that over to the right-hand page it
00:27ultimately becomes left aligned and vice-versa if I move this one over to the
00:31left-hand page.
00:33Down here I have a page number and this is aligned Away From the Spine. I am
00:37just going to restore those captions to their original location, by pressing
00:41Command or Ctrl+Z a couple of times and my page numbers. So if I want another
00:46page number over here on the right- hand side, I am going to go to my Master
00:51Pages where I put the page number, turn on my guides by pressing the W key to
00:55go to my Normal view mode, there is my page number.
00:59This has a paragraph style applied to it and that paragraph style is there on
01:04my Paragraph Styles panel. The chapter on paragraph styles is coming up
01:09shortly, but this is a little teaser for it.
01:12I am going to edit or just to take a look at that paragraph style definition
01:16for the folio style and we can see that in Indent and Spacing; this is aligned
01:21Away From Spine. Okay meaning that when I get a hold of this and hold down my
01:28Alt key and my Shift key to make a copy of it, when I copy that over to the
01:33right-hand page, it automatically becomes aligned Away From Spine, right
01:38aligned on the right-hand page.
01:40So now when I return to my document pages, I'll turn off my guides. There are
01:45my page numbers aligned Away From Spine.
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Setting vertical alignment
00:00We have said a fair amount about horizontal alignment, but what about vertical
00:04alignment? What InDesign refers to is Vertical Justification. So far, all of
00:10the text we have been working with has been top aligned, but there are three
00:13other Vertical Alignment or Vertical Justification Options. I am in the
00:18document vertical_alignment, in the Alignment folder. Center and Bottom are
00:23self explanatory, Justify; let's take a look at what that does?
00:27I am going to go to my Text Frame Options, which is under my Object menu,
00:31Command+B or Ctrl+B. See where it is on the menu? Right there and these are the
00:38options that I am referring to. Now this is currently set to Justify. If I
00:41change that to Top, we can see that, that's how it would look, if the leading
00:45value in that text will honored, but when we make the Vertical Justification,
00:50Justify the leading value is overwritten. Now that may be a good idea in
00:55certain cases but rarely is that the case.
00:57I would now like to look at some practical applications of these different
01:02alignment options. Center Alignment tends to work well whenever we have an
01:06informational box, especially when that box is shaded, so that we can see the
01:10bounce of the text frame. And if I would make this Centered, Command+B or
01:14Ctrl+B to go to my Text Frame Options, set my Vertical Justification to Center
01:20and then to just make sure my text isn't so claustrophobic on the edges of my
01:24text frame, I am going to give it some Inset Spacing and because I have my Make
01:29all settings the same icon checked, when I press Tab I get six points of space
01:34all the way around.
01:35So I have got equal spacing top and bottom there as a result of my Center
01:39Vertical Alignment. In this example and I am going to zoom in on this, my text
01:46is Center aligned. If you don't believe me, there it is right there the
01:51evidence, Center Aligned, although it doesn't look like it does it and that's
01:55because of the Baseline Options.
01:58Now we have these different Baseline Options which determine the position of
02:02the first line of your type within the Text Frame. Ascent works fine most of
02:07the time, but if you really want to control where the first Baseline of your
02:11type is, then set this to Leading and specify an exact leading increment.
02:16In this particular example, X Height is going to work. It may vary depending on
02:22the form that you are working with. If you are working with text in all
02:26uppercase, you are not going to see any descenders going below the baseline. So
02:30that's going to be a factor that you need to consider. So, when you are working
02:34with a single line of Center type within a text frame, just experiment with
02:39these to see which one works best. In this case, X Height is the one we want.
02:44I am now going to zoom out and move to the next page in this document,
02:49Option+Page Down and here we have these blue boxes substituting for pictures,
02:55these are picture placeholders and next to them I have some captions. Now I
02:59want my captions to be aligned to the bottom of these pictures. So it's going
03:03to help me if I make the vertical alignment of these text frames, bottom.
03:09I am going to select those three and then go to my Text Frame Options and make
03:15the Alignment, Bottom and now if I turn on my guides, I can very easily drag
03:21these down, need to be in my Selection tool, I can drag these down and I can
03:27fill the bottom of that text frame snap to my bottom margin, and in the case of
03:33this picture here I will need to draw myself a guide and move that down like so.
03:40So, that's a practical usage of the Bottom Alignment. Now I am going to move to
03:45the next page, Option+Page Down and this example is all about Vertical
03:50Justification. Here we have an article that is ending two lines short and we
03:55want all of that, three baselines by three columns, ending in the same place.
04:00So I am going to select this text frame and then Command+B or Ctrl+B to go to
04:05my Text Frame Options and then when I choose Align Justify that happens and we
04:10can see the leading is now inconsistent.
04:13We have got columns one and two that line up along the baseline beautifully,
04:17column three we are now getting extra space between the lines because the
04:22leading value has been overwritten by the Vertical Justification. Probably a
04:27very bad idea. Better solutions to this problem would be to track some space
04:32tighter to trying gain align here or there or possibly edit the text and I
04:36would working with dummy text here but if we got real text, if editing is an
04:40option then that's a possible solution.
04:43But perhaps we could also look at this option Paragraph Spacing Limit. Now if I
04:49increase this that allows me to add the spacing between the paragraphs rather
04:55than between the leading, still not such a good solution. I would say that this
05:01is the lesser of the two evils but again we have got inconsistent spacing now
05:06because these paragraphs in the third column have space before them and these
05:11in columns one and two do not. So Vertical Justification usually not a good idea.
05:16In this next and last example for this movie, we see that we have an intro
05:20paragraph next to two paragraphs of body text and if I turn on my guides, it's
05:26clear that the first baseline of this intro paragraph is not sitting on the
05:31same guide as columns two and three and we want to make that happen and one way
05:37we can make that happen is using our first Baseline Options that we took a look at before.
05:42So I am going to go to my Object menu > Text Frame Options > Baseline Options.
05:48Now in this case, I said before that leading was a good one to use. I don't
05:53think that's going to work here because leading is going to take the leading
05:56value of this piece of text which is bigger than the leading value of our body
06:02text. So, what we are going to do instead is choose Fixed and have that fixed
06:08amount of Baseline Offset be 12 points, 12 points being the leading value of
06:14the text in columns two and three and now my intro paragraph sits on the same
06:22baseline as the text in columns two and three.
06:25So, there are our Vertical Alignment Options as well as those rather esoteric
06:31First Baseline Options.
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9. Indents and Spacing
Using first-line indents
00:01Welcome to the chapter on indents and spacing. In this first movie of the
00:04chapter, we are going to take a look at using first line indents and comparing
00:09them to using paragraph spacing.
00:11I am in the document called firstline_v _paraspace in the Indents and Spacing
00:16folder. On the left hand side we have text that uses first line indents; on the
00:21right hand side we have text that uses paragraph spacing. I have my Hidden
00:25Characters turned on, that's the last option under the Type menu, so that we can
00:31see these blue marks here that indicate where my paragraph breaks up. Text
00:36intended for continuous reading is more likely to use First Line Indents. Text
00:42of the more instructional nature is perhaps more likely to use paragraph spacing.
00:49Let's take a look at where these options are. I am going to insert my cursor in
00:54the text on the left and come up to my Paragraph Formatting Options and here is
01:00the First Line Indent Option on the Control palette and alternatively over here
01:06on the right hand side, here is the Paragraph Spacing Before Option, there is
01:11also the Paragraph Spacing After Option.
01:15In this case all of the text on the right hand side has Paragraph Space Before.
01:21I could have used Paragraph Space After, I tend to prefer for no particular
01:25reason, Paragraph Space Before. I would suggest that you standardize on one or
01:32the other. There are rare occasions when you may need to use both but you are
01:37likely to run into some confusion if you mix and match.
01:41So I always use Paragraph Space Before every once in a while, sometimes adding
01:47Paragraph Space After in addition, but this uses Paragraph Space Before and
01:53this uses First Line Indent. Either approach is valid, what you must not do
02:00however, is mix and match the two, don't use both devices for differentiating
02:07your paragraphs because one device along first line indents or paragraph
02:12spacing is sufficient.
02:14So if you are going to use first line indents, how big should those first line
02:17indents be? It's convention for your first line indent to be one em space. An
02:24em space as you will remember is the size of your type. So if your type is nine
02:27point then an em space is nine point. If your type is 12 point, an em space is
02:3212 point. In the case of this text on the left, my first line indent is nine
02:36point and also my type is nine points.
02:42Now of course, you can vary that slightly. Perhaps if you want to slightly
02:45large your first line indent, perhaps your first line indent could be the size
02:48of your leading or you can just kind of do it by eye. But, what we should avoid
02:55is first line indents that are too big, if I make my first line indent too big
02:59and I am really going to exaggerate this. But with the first line indent that
03:05is too big you run into problems of having an exit line. The line that
03:10proceeded from the previous paragraph if that is short then we open up this
03:14ugly spaces here between the paragraphs.
03:18Conversely, if your first line indent is too small then of course, it doesn't
03:27really serve as the visual cue necessary to the reader that this is a new
03:32paragraph and a new thought. So one em space is usually sufficient for your
03:37first line indent amounts.
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Using paragraph spacing
00:00So in the previous movie, we talked about using First Line Indents, we are now
00:03going to talk about using paragraph spacing, the alternative way of
00:07differentiating your paragraphs.
00:09I want to point out that there is a banana skin to avoid here and that is using
00:14extra carriage returns to space your paragraphs, rather than using space before
00:20or space after. I am in the document called carriage_returns, which is in the
00:26Indents and Spacing folder and here I have two paragraphs of text where each
00:31paragraph is separated from it, one that proceeded by a carriage return.
00:35I am going to zoom in on the text and there are two problems here, one is that
00:43using carriage returns to space your text is going to give you too much spacing
00:48between paragraphs. If I press W to hide my guides and my hidden characters, we
00:54could see that that's an unnecessary amount of space between the paragraphs and
00:58the second and bigger problem in this case is that when those carriage returns
01:02or should those carriage returns occur at the top of a column or top of a page,
01:07you are going to end up with an extra line space. Then you may find this extra
01:11line space and then -- well, I will just go and delete that but then the text
01:15re-flows and you find that you don't have the extra space that you need, you
01:19will be constantly chasing your tail if you try and space your paragraphs using
01:25this method.
01:26So should you inherit text that comes space with extra carriage returns which
01:32is a fairly common thing, then I suggest the first thing you do is the simple
01:37Find and Change Routine to strip out those extra carriage returns. I am going
01:43to go to the Edit menu, Find/Change and I am going to use this predefined
01:52Query, Multiple Return to Single Return and I am searching in the whole
01:57document, Change All, and that has quickly zapped those extra carriage returns.
02:05Now I want to add some spacing before the paragraphs. I could add spacing after
02:10as I mentioned before, I just tend to prefer Spacing Before. So with this
02:14paragraph here, paragraph A to get some spacing between it and the one that
02:19follows it, I would need to add space before this paragraph or I could say add
02:24space after this one. But I am going to Select All, come to my Paragraph
02:29Formats and here is the Spacing Before option. Now I am working with text that
02:37has a leading value of 12 points, so for that reason I am going to use Space
02:43Before of six points which is a half line space, which I think is enough to
02:50differentiate one paragraph from the next but not too much, so that we get some
02:55ugly holes between the paragraphs of that text.
02:58Now of course, we do have a widow at the bottom of this column, that's a
03:05different and unrelated issue. So I am just going to pull that down to fix that
03:13widow. Anyway, that's our Paragraph Spacing Before.
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Using indent alternatives
00:00So let's say you don't want to use first line indents and you are not too keen
00:04on paragraph spacing either, what are some alternative ways of differentiating
00:11one paragraph from another? I am in the document called parasymbol, which is in
00:17the Indents and Spacing folder and here rather than break my text out into
00:23paragraphs, I am differentiating the paragraphs by using this paragraph symbol.
00:29I could use any symbol and I am choosing to use this particular symbol one
00:33colored red and this can be found under the Insert Special Character flyout
00:41menu > Symbols > Paragraph Symbol.
00:45So this is going to give my text a solid fill and yet at the same time signify
00:51to the reader where a new paragraph begins, a new thought begins. Another
00:57alternative is, I am now going to go to the no_firstlineindent file, which I
01:04already have open. So I am going to access this from under the Window menu,
01:08this is in the same folder and we could just skip the First Line Indent
01:12altogether, have a completely flushed look on the left hand edge of our text.
01:17The advantage of this is, if you happened to like a flushed left edge this is
01:23the way to get it and it's going to be very economical in terms of space.
01:28However, the obvious problem is that we can't easily differentiate where the
01:34paragraph breaks up. If I come to my Normal View mode and so I am going to
01:40press W to switch to my Normal View mode, I have got my Hidden Characters
01:45turned on. We can see there is a paragraph break there and there but without
01:50those hidden characters shown, it's not easy for our eye to see that and
01:55discern a new paragraph and a new thought.
01:59A third alternative and I am going to go to an already opened file called
02:05outdents, once again in the same folder, is to rather than indent your first
02:11line, outdent your first line relative to the subsequent lines of the paragraph
02:16that follow and this approach might be suitable for some kind of dictionary
02:21entry or to some kind of bibliographic entry and I am going to zoom-in on this
02:29and this is achieved simply by -- I am going to come up to my Paragraph
02:35Formatting Options here, so I need to make my first line Indent a negative
02:40amount. For this text I am going to set my First Line Indent, first I am going
02:44to set my First Line Indent to zero and my Left Indent to zero.
02:51So I have my text begins like that, I will start by indenting my left indent by
02:58one pica or 12 points and then making my First Line Indent at same amount but
03:07minus one pica and there we have a hanging indent or an outdent.
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Using last-line indents
00:00Now in addition to the first line indent, there is also the rather intriguingly
00:04lined last line indent. What on earth would we use that for? Frankly, the last
00:12line indent is a seldom-used feature but here is a particular case in point
00:17where it might come in handy.
00:18I am in a document called lastline_ indent in the Indents and Spacing folder.
00:26Here I have a menu and my intention here is to make the prices of the items
00:31stick out further right than the item description and that is achieved by using
00:38a last line indent. Incidentally, I am also using a negative First Line Indent
00:45or Outdent on these paragraphs too.
00:48Let's double click in those paragraphs and switch to my Paragraph Formatting
00:54Options up here. Now my keyboard shortcut to do that is Command+Option+7 or
01:00Ctrl+Alt+7. So I am indenting my paragraphs by three picas to this point right
01:08here and then I am negative first line indenting them to minus three picas,
01:13which is bringing the first line back to the original starting point, but what
01:20we are particularly interested in is this last line indent.
01:23Now you will see that all the paragraphs are indented on the right by two picas
01:29and then negative indented on the right by minus two picas. So I am going to
01:35set all these values for the right indent and the last line indent and it's
01:42very picky, it's going to insist if I do the last line indent first. I will set
01:48those back to zero and let's see how this works.
01:53So I am going to indent on the right by two picas, that's 24 points if you are
01:58in points as your unit of measurement, press the Tab key, move over to my Last
02:05Line Indent field and then I am going to make that value. Whatever I made my
02:09right indent I am going to make my last line indent negative that amount so
02:15that my very last line sticks out further right than the rest of the text.
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Establishing visual relationships
00:00When working with paragraph spacing, it's important to establish visual
00:04relationships between related paragraphs of text. I am in the document called
00:09proximity in the Indents and Spacing folder.
00:12Here we have two identical passages of text. The only difference between them
00:18being the position of the subhead within that text. In the text on the
00:23left-hand side the subhead floats rather ambiguously between the text that
00:27precedes it and the text, which follows it. Whereas on the right-hand side
00:32there is a clear visual relationship between the subhead and the text which follows it.
00:38Let's just take a look at the different spacing values that have been applied.
00:41My body text leading is ten points and for my subhead in the example on the
00:49left, I am using five points of space before and five points of space after.
00:55Whereas in the example on the right, I am not using any spacing after but I am
01:01assigning all ten points of spacing to before the paragraph, shifting the
01:07paragraph down and clearly relating it to the text which follows.
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10. Break Characters
Using line breaks
00:00Welcome to the chapter on break characters. This chapter looks at finessing
00:05your type by applying break characters when necessary to enhance readability.
00:10In some cases these breaks can be automated, in others they require menu
00:16intervention and careful attention to detail.
00:19Let's begin by taking a look at the humble line break. I am in the document
00:24called linebreak, which is in the Break Characters folder and here we have
00:29three identical excerpts from the novel 1984 by George Orwell. And in the first
00:37example, I have bad hyphenation on the first line. In the second example this
00:43bad hyphenation is fixed by applying a line break or Shift+Return before the t
00:50of the word thirteen.
00:51In this third example and here where we run into problems the user has
00:56attempted to fix this problem by applying not a Shift+Return or Line Break but
01:02a Hard Return and when a new paragraph is created and we can see from the
01:08carriage return symbol there, my hidden character, the new paragraph has been
01:13created. That new paragraph takes on all of the formatting attributes of the
01:18paragraph that it came from, in this case that means a drop cap, which explains
01:24this large t here. So the solution here or rather a solution because there are
01:29several potential solutions here, but copy editors tend to prefer using a line
01:34break just for its simplicity and the solution is placing your cursor in front
01:41of the t, Shift+Return.
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Balancing ragged lines
00:01Headlines of more than a single line can often look unbalanced if there are
00:05lines with different lengths. InDesign's Balanced Ragged Lines feature can
00:10often help solve this problem.
00:12I am in a file called balanced_ragged, which is in the Break Characters folder,
00:17and here we have a straightforward example of a headline, that in the top
00:22example is balanced versus the example below that is unbalanced where we have
00:27one line considerably longer than the other.
00:30The solution here, place your cursor anywhere inside the paragraph, come up to
00:36your Control palette menu and come down to Balance Ragged Lines, problem solved.
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Using no-break and non-breaking characters
00:00Where it possible, you want to avoid breaking certain phrases, names, or
00:04product names across a line, a column or a page. Applying a No Break to the
00:10selected words will ensure that they always are kept on the same line.
00:14I am in a document called nobreak. Now in the first paragraph we see that the
00:20words Formula One are broken across a line. That's what we want to avoid. In
00:25the second paragraph, the space between those two words has been replaced by a
00:30Non-breaking space.
00:31Now the Non-breaking space, let me just show you where that is and I am going
00:35to select the space there is the top example and come up to my Type menu and
00:42down to Insert White Space > Nonbreaking Space. That's not working in this
00:48instance because these paragraphs all allow hyphenation to happen and the
00:53hyphenation is overruling the Nonbreaking Space. Technically it's nonbreaking,
00:58but it is allowed to hyphenate across a line break.
01:02So instead what we might want to use is a No Break, which means selecting those
01:09two words, coming up to the Control palette menu and choosing No Break, forcing
01:17that selected phrase to move down to the next line. Now No Break is a fairly
01:24commonly used and very useful feature, however, it doesn't have a keyboard
01:29shortcut. So I suggest you might want to give it one so that you can apply very
01:33quickly and efficiently.
01:35Now we looked at this before but let's look at it again, Keyboard Shortcuts and
01:41I have here a Keyboard Shortcut Set that I saved in an earlier movie. If you
01:47need to save a new set just click on New Set, give it a name and I want to
01:54change something from the panel menu, Product Area and I am going to need to
02:01scroll down now, I have got the very long list to scroll through until I get to
02:10the Character palette menu, No Break and I am going to give that the keyboard shortcut.
02:18Bear in mind I am working on a Mac here, so when I say Control, it's not a
02:22Windows' Control key. Ctrl+Option+B, which I see is unassigned that's what I
02:30want, assign that, click OK. So now if I need to apply a No Break,
02:37Ctrl+Option+B would do it quickly and efficiently and if I return to the
02:44Control panel menu, there we see No Break has that keyboard shortcut applied to it.
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Using column and frame breaks
00:00Chapter headings and section breaks lend themselves to a more automated
00:04approach to ensure that the headings always start at the top of a column or page.
00:09I am in a document called alice in the Break Characters folder and here we have
00:15several chapters of the novel Alice in Wonderland. Let's just take a look
00:19through this document to see what problems we are going to encounter. I am
00:23holding down my Option key or my Alt key, I am pressing Page Down to move
00:27through my document one spread at a time and I see that on page 7, my second
00:35chapter begins half way down the page and I actually want it to begin at the
00:40top of a page and if I carry on I am probably going to find, there we are on
00:44page 13, the same problem occurring.
00:47Now what I want is the solution that is going to automatically make the
00:50chapters begin at the top of a page, specifically to begin at the top of the
00:55right hand or odd numbered page. This involves using style sheets. Now we
01:01haven't used style sheets yet they are coming up but for now all we need to is
01:05edit an existing style.
01:06So I am going to come over here to my Paragraph Styles panel and the styles are
01:13already setup, I have one defined called Chapter Number, I need to edit that
01:18and to do so I am either going to right- click if have a two button mouse or if
01:22I am on a Mac with a single button mouse, Ctrl-click on that style name and
01:28choose Edit 01 chapter number.
01:32Now the options we are concerned with are the Keep Options and specifically we
01:37are concerned with this option, Start Paragraph, currently Anywhere. We want to
01:42start the chapter numbers at the top of the Next Odd Page. So I am going to
01:47choose that option there and then click OK and now if I move through my
01:52document, I will find that all of my chapters begin at the top of a page.
01:57Okay, in fixing one problem, we will likely have created another. So I am going
02:03to move to the beginning of my document now and move through it again page by
02:10page, Option+Page Down or Alt+Page Down and what I am looking for is an example
02:16of a widow or orphan. The first example I come to is on the top of page 16.
02:28Here's an orphan, this last line of the paragraph disassociated from the other
02:34lines in the paragraph. So I need to fix this. Now we saw when we were working
02:39with tracking, how you can use tracking to fix widows and orphans, and that I
02:43think is the preferable solution here.
02:45I just want to point out that there is another solution but I don't think it's
02:49appropriate in this situation and that would be to edit the style definition of
02:56the Body style, which is applied to all of the text, all the vast majority of
02:59the text. So if I right-click or Ctrl- click on the Body style to edit it and
03:05then come to Keep Options, the option I am talking about here is this one, Keep
03:10Lines Together. If I check this I can -- I want a specific number of lines at
03:16the start and the end of every paragraph.
03:19I will leave that at 2 and then click OK and we will find that the problem has
03:26been solved; however, in fixing this problem we are creating another problem.
03:31Because if we now go to the previous page, we see that that page, page 15 now
03:40ends one line shorter than its facing page, page 14 and this is something that
03:47I think in the context of a novel or a magazine or newspaper text, we want to
03:52avoid. We want our text to bottom out, to share the same baseline of the bottom
03:59of the page.
04:00So rather than go for that solution which might be appropriate when you don't
04:04need your text to bottom out at the end of a column or page. Rather than doing
04:09it that way I am going to undo that and as we did before in the Tracking
04:15Chapter, I am going to select that whole paragraph and Option+Left Arrow or
04:21Alt+Left Arrow to track that paragraph tighter by -5, one thousands of an em,
04:27which is sufficient to bring back that single word from the previous page.
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Defining Keep options
00:00Another way of controlling the way that your text breaks is using a Keeps
00:05Option called Keep With Next. I am in a file called keeps, which is in the
00:10Break Characters folder, and here we see that the problem is that the subhead
00:15has been disassociated from text which follows, occurring at the bottom of this
00:20column here.
00:21So we want these subheads to move with the text and if this would just a single
00:28instance, I could come up to the Type menu and Insert a Column Break manually.
00:35But let's imagine that we have pages and pages of this text, we want all
00:39subheads to be effected by the change that we are about to make. So that's
00:42going to involve editing the paragraph style definition.
00:47Now just before I do that, I am going to come over to my Layers panel and turn
00:51off that red circle there, close my Layers panel. Now I am going to come to my
00:56Paragraph Styles panel where I see a predefined paragraph style called Subhead
01:03and to edit that, if I am on a single button mouse I will use Ctrl this on a
01:08Mac, Ctrl-click on the paragraph style or with a two button mouse right-click
01:14on Subhead, choose Edit Subhead, come to my Keep Options and this time I want
01:21this one Keep with Next and I am going to specify the Keep with Next to two
01:26lines, click OK, problem solved.
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11. Mastering Tabs
Understanding the different types of tabs
00:00In this chapter we will see some of the useful things we can do with Tabs.
00:04At their most basic, tabs are used to indent type to a specific point on a line but
00:09there are also several useful tricks that you can employ when using Tabs. We
00:14will begin by looking at the different Tab types and the Tab Ruler.
00:18I am in a document called tabtypes in the Mastering Tabs folder and I am going
00:23to begin with this text block here, where we have four paragraphs, each has a
00:28tab set to exactly the same point. The difference being the type of tab. Now
00:33when I turn on my Guides and Hidden Characters and I am going to do that by
00:37pressing the W key and I have my Hidden Characters shown and I think I will
00:44just increase my view size over that area of the page by holding down my
00:48Ctrl+Spacebar keys or Command +Spacebar drawing a marquee.
00:53Here we see the hidden character for a Tab Stop and I need to just scroll down
01:00a bit to give myself enough room to open up the Tab Ruler which is what I am
01:04going to do next. Let me go to the Type menu and choose Tabs or Command+Shift+T
01:10or Ctrl+Shift+T, there is my Tab Ruler and when I am in the first paragraph we
01:15can see that my Left tab looks like that. My Center Tab slightly different.
01:20It's got no tick indicating a left or right alignment. My Right Tab looks like
01:26that and my Decimal Tab like so and here we have a palette just describing the
01:33different aspects of the Tab Ruler.
01:34Now one thing to bear in mind about the Tab Ruler is that should it get moved
01:40around, we have this Magnet Symbol here, which we can click on, and the Tab
01:45Ruler will snap to your column width, which is a nice feature. Okay, next we
01:51are going to look at using Tab Leaders.
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Using tab leaders in a TOC
00:00Tab Leaders fill the space between the text and tab stop. A common use for a
00:06Tab Leader is a series of dots between the chapter name and a page number in a
00:11table of contents. We are going to use a similar example with a menu where we
00:16separate the description of the item and the price using Tab Leaders.
00:20I am in a document called tableaders in the Mastering Tabs folder and here we
00:25see we have a menu with the menu item separated from the price by this Tab
00:30Leader character, actually Tab Leader characters because it's a period followed
00:35by a space. Now I have the unfinished version of this on a separate layer, so
00:39let's see how this tab leader is created.
00:43I am going to turn to the Begin Layer and then get my Layers panel out of the
00:49way. So first of all, I am going to double click right there with my Selection
00:52tool to insert my type cursor at that point and press the Tab character and
00:58because I have my Hidden Characters Shown. Actually I don't. Let's turn my
01:03Hidden Characters on. I am going to press W which will show my guides and I
01:08have got my Hidden Characters on right here.
01:11So that's going to show me my Tab character. I now need to set the Tab Stop and
01:16I am going to do that by opening up my Tab Ruler, that is Command+Shift+T or
01:21Ctrl+Shift+T or from under the Type menu, Tabs. Notice how my Tab Ruler goes
01:27exactly over my column width and I want a right hand tab, so I am going to
01:33click anywhere on the ruler and then just move that tab along until we get to
01:39the right hand edge.
01:40Now I don't want to go further than this triangle, which indicates the right
01:44hand column edge, otherwise my tab stop will fall off. So I am going to leave
01:49it about there I think and then I am going to come to the Leader Box and in
01:54there type in a period followed by a space and then press the Tab character to
02:00have that take effect. Okay, I will now close my Tabs Ruler and because I want
02:06all of the other menu items to take on the same appearance, I am now going to
02:11modify this paragraph style.
02:13Now we haven't actually talked about paragraph styles officially but we have
02:18several chapters devoted to them and coming up. For now, all I want to do is
02:22redefine an existing paragraph style. So I will open up my Paragraph Styles
02:27panel and from the panel menu I am going to choose Redefine Style. That's going
02:34to make all of these paragraphs, which are tagged with the body style, take on
02:41this Tab Stop. Now all I need to do to finish this is actually insert the Tab
02:47Stop before the dollar sign and one more and we are done Tab Leaders.
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Creating a Reply Coupon
00:00You can use an Underscore as a Leader character as one easy way of creating an
00:05effective Reply Coupon. I am in the document called reply_coupon in the
00:09Mastering Tabs Folder. Here we see the finished version and here we have a
00:12starting point.
00:14So what I want to do first of all is double click with my Type tool to insert
00:19my cursor after the text and add in my tab stops first of all. Now of course,
00:28my tab stops aren't set to a specific point so that's not really going to
00:32change things too much. Then I am going to return to the Name paragraph and
00:37open up my Tab Ruler. Type > Tabs. I could use either a left or right tab. In
00:43this instance, I will stick with a right tab. Click all the way around the
00:47right hand side as far as I wanted to go, right about there, then come over to
00:51my Leader Box and type in Shift+-, which will give me an underscore and then to
00:58see that take effect press the Tab character, there is our first line finished.
01:04So we get an underscore from the text to the tab stop.
01:08Now I could create a paragraph style based upon this and then apply it to the
01:13other paragraphs but what I am going to do here is I am going to select this
01:18paragraph, choose my Eyedropper tool and then just click on Name to pick up the
01:24formats from that paragraph. In fact I properly should have done it for this
01:28one too. When I do that, could have done this all in one go, so I am making
01:32this harder than it needs to be. I will do that, now obliviously with this one,
01:36now it is only going to get me part of the way because I need three tab stops
01:40on the same line.
01:41So I am going to need to come and modify this one independently of the rest.
01:45With my cursor in this paragraph I will press Command+Shift+T or Ctrl+Shift+T
01:50to bring up my Tab Ruler and I will leave that tab stop there, I just need to
01:55insert two before it, so I will insert one over there, I am just doing this by
02:01eye really and again that one needs to have a Leader character, Shift+-, press
02:07the tab stop to see that take effect and then another one about there and that
02:14also needs a Leader character and for some reason we seem to have lost the
02:19Leader character from our third tab, no that's not the problem we have just
02:25lost the tab completely. So I need to place my cursor after the p of Zip. Press
02:30the Tab key and there is my underscore to the end of the line and there is my
02:36finished Reply Coupon using an underscore as the Leader character.
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Using Flush tab
00:00Here is a quick and easy one for you. A Right Indent Tab is going to move the
00:04text to the right of the cursor, flush with the right hand edge of the text
00:08frame. I am in a document called rightindenttab in the Mastering Tabs folder
00:13and I have got two options here to achieve what I want to do and the easiest is
00:16the keyboard shortcut. I will just insert my cursor before the end dash here.
00:21Shift+Tab is going to move it over, flushed with the right hand edge.
00:25Alternatively, I could come up to my Type menu > Insert Special Character >
00:30Other > Right Indent Tab. Quick and easy, no need to set a tab stop at a
00:36specific point on the line.
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Creating a bullet list
00:00Bulleted Lists typically incorporate tabs to create a hanging indent. Creating
00:05a Bullet List is a snap in InDesign using the Bullets and Numbering feature.
00:10I am in the document called bulletlist in the Mastering Tabs Folder. Here we see
00:15our finished version and beneath that our work in progress.
00:18I am going to zoom-in on that, Command+ Spacebar, click and drag. I am now going
00:23to double click with my type cursor to insert my type cursor into the story,
00:29select that text and then come up here to my Paragraph Formats on my Control
00:34palette and click on the Bulleted List icon.
00:39Now because I want to set my Bullet List Options, I am going to hold down my
00:44Option Key or my Alt key when I click on that to bring up the Bullets and
00:48Numbering dialog box. From List Type, I am going to choose Bullets. Then I now
00:52get to choose which kind of Bullet character I want to use. If I don't like any
00:57of these, I can add my own and that can come from a different font from the
01:03font that we are actually in. I am going to choose one from Zapf Dingbats and I
01:09want to use that pointing hand. I am going to click Add, click OK and now that
01:17gliff will up here in my list of potential bullet characters.
01:21Character style, this is the style that is going to be applied to the bullet
01:28character. If choose None it's going to remain in the same color, the same
01:33point size etcetera as the existing font, but I am going to change that to a
01:39character style that I have already created which is called Red and here is
01:43where the tabs come in. I want the Alignment to be Left and I see I have a Tab
01:49Position set at 36. I am going to turn on my Preview just so we can see what's
01:54happening so far.
01:56So I have got a 36 point tab which is moving all of the text about to that
02:02point but actually I want a hanging indent. So I am going to set my Left Indent
02:07to less than that 18 points and then to move my bullet back to the starting
02:14point and have everything else aligned at the 18 point mark. I am going to make
02:19my first line Indent -18 points and then when I press the Tab key to move down
02:25to the Tab Position field, this will become blank and it becomes blank because
02:31the Tab Stop is automatically set at your Left Indent Point and that's is our
02:39bulleted list.
02:40Now I could go one step further with this if I wish to apply these formats to
02:43other paragraphs and make this into a paragraph style and we will be looking
02:47and creating and applying paragraph styles in the chapter on Paragraph Styles later on.
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Creating a numbered list
00:00Okay, here we are going to see how we can make a numbered list and specifically
00:04we are going to see how we can right align the numbers and that's useful when
00:07you have numbers that go into two or more digits.
00:13So, I am going to select this text here on the left and we want to make it the
00:16way it looks on the right and I am going to hold down my Option or Alt key and
00:22come and click on the Numbered List icon and choose Numbers. Now let's say, I
00:31don't need a List type. Format, that's what I want 1, 2, 3, 4. Let's turn on my
00:37Preview so I can see what we are going to get. And Number right, so currently
00:44that's the place order for the number. I have got the number followed by a
00:47period, followed by a tab. Now I don't think I need the period, so I am going
00:52to get rid of that.
00:54Character style, this is the character style that's going to get applied to the
00:59number and I am going to choose one that I have already got made. It's called
01:02Number and it's going to make the numbers red. Now so far so good except that I
01:07got too much of an indent after my number and my numbers are all left aligned,
01:13whereas I want it to be right aligned?
01:15So I am going to come down to Bullet or Number Position and change that to
01:20Right and I will make my preview updates. Now if that doesn't work and it's not
01:27working for me at the moment I then need to put in, a left indent amount, which
01:33I am going to make 18 points and then when I press my Tab key, we can see that
01:38my numbers are indeed right aligned.
01:42I am then going to change my Tab Position, which is the position of the text
01:46itself. We are going to make that 24 points and then press my Tab key again and
01:53there we have it. A numbered list with my numbers right aligned.
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12. Hyphenation
Setting Hyphenation options
00:00Hyphens. Many people try to avoid them but when set up correctly, hyphens are an aid
00:05rather than an impediment to readability. Let's take a look at our different
00:09Hyphenation Options and how we can control how our text is broken.
00:15But before we do that let's just look at some interesting hyphen shapes. I am
00:19in a document called hyphenexamples, which is in the Hyphenation folder and
00:24here I have four very different styles of Hyphen, just want to point out that
00:28no all hyphens are born equal, they don't all look like a generic dash.
00:33So now I am going to go to the Hyphenation document, which I already have
00:37opened. It's in the same Hyphenation folder. I am going to zoom-in on this
00:42document. We have two passages of text on the left without hyphenation on the
00:47right the exact same text but with hyphenation.
00:51Now you will see that I also have some yellow highlighting in the left hand
00:55column that's because I have my Hyphenation and Justification Violation. My H&J
01:00Violations composition preference turned on. That's just remind ourselves of
01:04where that is.
01:05I am going to come to InDesign menu > Preferences > Composition. For Windows
01:10users your preferences are under the Edit menu > Composition > H&J Violations.
01:16So that's showing me where InDesign cannot honor the settings that I am asking
01:20of it. Essentially, it's pointing out to us potential problem areas with that
01:25spacing. So obviously we see that the example on the right where hyphenation is
01:29allowed, we don't have any of those problems. So the point I am making here is
01:34that hyphenation will get you better word spacing.
01:37Let's just take a look at the Hyphenation Options that I have applied. Now
01:41hyphenation is up here on your Control palette, on the panel menu and it is
01:48right there. You will notice it doesn't have a keyboard shortcut. How about we
01:53give it one? Because it's something that we do return to quite frequently.
01:57So I am going to come up to my Edit menu, go down to keyboard shortcuts and the
02:04Product Area and once again, I am modifying my nigel keyboard shortcut set,
02:10that I made in an earlier movie and I want to choose my panel menus and I think
02:17I want to come all the way down to my, my Paragraph panel, Hyphenation, okay.
02:26So let's see what do we have available. I want to use the shortcut that isn't
02:29already being used and I am going to go for Option+Control and I am on a Mac,
02:34so on the PC, Ctrl. Option+ Ctrl+H and that is currently unassigned.
02:41That's a good news. So that's the keyboard shortcut that I could now use to
02:48access my Hyphenation Options.
02:50I am going to select all and use that keyboard shortcut Ctrl+Option+H to bring
02:56up my Hyphenation Settings and this what we currently have. Obviously
03:00Hyphenation is turned on. Words with at least five characters, so your words
03:05need to have at least five characters in order to be began that it's for
03:09hyphenation. Now if I want to be a bit stricter with my hyphenation and I do, I
03:13am going to say Words with at least seven characters. So I will need words with
03:18seven or more characters will be hyphenated.
03:20After First, determines the minimum number of characters that proceed the
03:25hyphen and I want this to be three and Before Last, the minimum number of
03:31characters that come after the hyphen. I want that to be three as well. Hyphen
03:36Limit, this is the number of consecutive hyphens or hyphens in a row and I like
03:40this set to zero, that way we prevent any kind of laddering effect along our
03:45right hand column edge with multiple hyphens.
03:49So I am going to leave that set at zero. Hyphenations Zone has no effect when
03:54working with justified text. No when working with the Adobe Paragraph Composer
03:59and we are working with both, so the Hyphenation Zone is actually irrelevant
04:04and then we have this slider here, Better Spacing, Fewer Hyphens. You can have
04:09one or the other, typically I tend to leave this in the middle and it does tend
04:13to make more of a difference when working with left aligned rather than left
04:17justified text. I am going to just leave that where it is for now.
04:21Hyphenate Capitalized Words, pretty self -explanatory. Whether or not you should
04:24have that checked, it really depends upon the nature of the text that you are
04:28working with. If you are working with text that has a lot of capitalized words
04:32you may need to make some of those words hyphenated in order to get good word spacing.
04:37Typically I would say that we do not want to do that so I am going to unchecked
04:41that and I definitely do not want to hyphenate a word across a column and I
04:46definitely do not want to hyphenate a word that is the last word in the
04:50paragraph, so I am going to leave that unchecked.
04:53So I am hyphenating but I am hyphenating in a quite strict way so that I am not
04:58going to get too many hyphens but still, even though, I don't have too many we
05:03see that I am avoiding any of the Hyphenation & Justification Violations that
05:08we see over here on the left where no hyphenation is occurring.
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Using the Hyphenation Slider
00:00The Hyphenation slider is a simple option that gives us the choice between
00:04Better Word Spacing or Fewer Hyphens. Here in the document hyphenation_slider
00:09from the Hyphenation folder. We see on the left we have an example of Better
00:12Word Spacing and on the right, Fewer Hyphens.
00:17Let's take a look at how this option is applied. I am going to select that text
00:23come up to my panel menu here and down to Hyphenation or I could use that
00:29shortcut that I have made in the previous movie. Now, when I move this over
00:33toward Fewer Hyphens, like so, in fact, that gets rid of all of the hyphens but
00:44possibly at the expense of a more uneven rag to the type and by rag I mean the
00:51variance in the line and length.
00:53So, it's a trade off, which do you prefer? Hyphens or less than optimum word
00:58spacing. Typically I would tend to leave the Hyphenation slider right where it
01:03is in the middle and that tends to give a good result most of the time.
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Adding discretionary and non-breaking hyphens
00:00Discretionary hyphens can do two things. They can allow your word to break at a
00:04different point or they can prevent your words from breaking.
00:07I am in the document discretionary_hyph, which is in the Hyphenation folder.
00:12And by discretionary, I mean that if you use the discretionary hyphen to break
00:16your word at a different point, should that word then move to the middle of the
00:21line, the hyphen is forgotten, it's discretionary, it's smart enough to
00:24disappear when it's not wanted. So it's not a hard hyphen.
00:28Okay. Now in the example down here, I have inserted a discretionary hyphen
00:33before the R of Recognized so that, that word does not break. So if you want to
00:39use the discretionary hyphen to prevent a word break, here is how you do it.
00:43I am going to choose my Type tool, insert just before the R and the keyboard
00:47shortcut to insert a discretionary hyphen is Command+Shift+Hyphen or
00:52Ctrl+Shift+Hyphen. And doing that not only prevents that word recognized from
00:59not hyphenating, but it also sorts out a lot of other spacing problems into the bargain.
01:04Before we had found too many hyphens in that passage and now just adding that
01:08one discretionary hyphen and working in conjunction with the Adobe Paragraph
01:13Composer, that has solved a lot of the problems in this paragraph. I am going
01:17to Undo that now, Command+Z or Ctrl+Z.
01:19Let's take a look at the other usage of the discretionary hyphen, which is if
01:24you want a word to break at a different point. So if I want to hyphenate this
01:28word after the O and before the G, that's where I would locate my cursor, and
01:32again insert that discretionary hyphen, Command or Ctrl+Shift+Hyphen. Or I can
01:38do it from under the Type menu > Insert Special Character > Hyphens >
01:45Discretionary Hyphen, and then we have it.
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Using the Optical hyphen
00:01I've touched upon the optical alignment of hyphens in earlier movies but I want
00:04to mention it here in case you are following these movies in a nonlinear way. I
00:09want to be sure you don't miss this great and very easily implemented feature.
00:12I am in a document called hanging_ hyphens in the Hyphenation folder and I have
00:17a short passage of text where Optical Margin Alignment is turned-on, meaning
00:21that the hyphens that occur at the end of the line hang out beyond the right
00:26hand edge of the text frame, and the effect here is to create an optically
00:32aligned right hand edge avoiding any optical holes that we would otherwise get
00:37where the hyphens occur at the end of the line.
00:40Let's take a look at how this would look without Optical Margin Alignment. To
00:45apply Optical Margin Alignment is just a question of going to the Type menu, to
00:50Story and checking or unchecking this box.
00:55I hope you will agree with me, but when we take away the Optical Margin
00:59Alignment, it looks like we have holes here, and here, and here where the
01:03hyphens occur. We turn it on and things just look so much better.
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Understanding the Hyphenation Zone
00:00Now, in the overall scheme of things, the hyphenation zone really isn't that
00:03important, but it has a very intriguing line so I wanted to include a short
00:07movie just to explain what it is.
00:10I say in the overall scheme of things not so important and the reason is that
00:14the hyphenation zone is only applicable when you are working with left aligned
00:19text that has the Single Line Composer applied which is probably not very
00:24often, because as we saw in an earlier movie about the Paragraph Composer, that
00:28was in the Alignment section using the Adobe Paragraph Composer, is nearly
00:34always preferable.
00:35Anyway, here I do have two examples of passages of text with the Single Line
00:40Composer applied, and just to refresh our memories, that option is in that
00:44Justification Settings. I just press my keyboard shortcut to get to
00:48Justification, which is Command+Option+ Shift+J or Ctrl+Alt+Shift+J, and it's
00:54this option here.
00:54Now, when you have left align text single line composer, the size of the
00:59hyphenation zone can determine how many hyphens you are going to get and the
01:04shape of the rag you are going to get on the right hand edge of your text frame.
01:09As we can see here when the hyphenation zone is set bigger, as is the case on
01:14the right hand side, we have not what you might think, we have fewer hyphens
01:20when the hyphenation zone is set bigger and we have a perhaps less even rag as
01:26a consequence of that.
01:27Let's just go and take a look at that setting. So I am going to travel back up
01:32here and then come down to hyphenation here. The hyphenation zone is set at 6p0
01:39whereas here it's set at 0p0, and this cyan box that I have drawn here is just
01:45to indicate the size of the hyphenation zone. That box is 6p0 wide.
01:50So anyway, the bigger the hyphenation zone, the fewer hyphens and the more
01:55uneven rag you will have, but applicable only with the Single Line Composer and
02:00ragged text.
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13. Using Drop Caps
Understanding the purpose of drop caps
00:00A commonly used device for hooking your reader is to apply a drop cap to your
00:05opening paragraph. Drop caps are also used for section breaks, often smaller
00:10than the initial opening drop cap, but as a way of repeating that decorative element.
00:16Let's take a look at how we can very easily apply drop caps in InDesign. I am
00:19in a file called dropcaps in the Drop caps folder, and we are going to begin by
00:24just taking a look at some of the many, many different ways you can apply a drop cap.
00:29So here I have six slightly varying examples all using the same opening
00:34paragraph. I am going to hold down my Command and Spacebar or my Ctrl and
00:40Spacebar and click and drag to zoom into these first three examples.
00:45Okay, and I am going to double-click inside that paragraph and then switch to
00:49my paragraph formats because that's where we get the Drop Cap options, and I am
00:54going to do that by pressing Command+ Option+7 or Ctrl+Alt+7 and here are the
00:59options I am referring to.
01:01So this first one here refers to the number of lines that the character sinks
01:05into the paragraph, and the second option in all cases here is set to 1, is the
01:09number of characters that are made big. And we will see in movies coming up how
01:14sometimes you may want to vary that. For the most part, we will leave that at 1.
01:17Okay. So standard drop cap for the first example, sinking three lines into the
01:23paragraph. Moving down this next example, same thing except that the opening
01:28character has been set as a swash character. If you viewed the chapter on open
01:34type, you will know all about swash characters.
01:36This is a decorative character that comes as part of the OpenType font, which
01:42in this case is Minion Pro. Moving on down, same thing but this time the drop
01:49cap has been set at a reduced tint percentage just to make it little less solid
01:54because it has been increased in size. So to increase your point size for the
01:59drop cap, simply select that character and size up as you would any other character.
02:04You will notice that the drop cap size -- if I were to select these ones up
02:10here, I am working with 10-point type. My drop cap actually says it is 10
02:13points, so that is relative to that point size. This is 14 points and the base
02:21line of the drop cap very conveniently remains fixed where it is, and it
02:24increases in size above that base line, and in addition to which I may want to
02:31then go in and add a little bit of extra kerning holding down my Option or Alt
02:36keys and my Left Arrow to move that text in a little bit tighter.
02:41My fourth example isn't a drop cap tool, but it is another example of the same
02:46kind of visual device. This is an initial cap, and it doesn't use the drop cap
02:52features over here. Merely, I am making the opening character bigger than the
02:57rest. That's also a legitimate opening device.
03:00Now, for these last two examples 5 and 6, I have taken the drop cap and I have
03:06pasted it into its own distinct text frame, which I have then cut and pasted
03:11back into the main text frame to create what's called an anchored object. Now,
03:15I am not going to go into exactly how I did that for now, let this just be a
03:19teaser for the section when I deal with anchored objects.
03:23That's coming up in the chapter on nested and sequential styles. But, if I
03:28switch to my Normal View mode, we can see that we have these special
03:33characters, these hidden characters indicating that these are anchored objects.
03:37But, the point I just want to make here is that here is another decorative
03:41approach to your opening paragraphs and the reason I made them anchored objects
03:46is so that if I move this, then the drop cap goes with it, likewise with this one too.
03:51So in this last example, drop cap reversing out of a solid box. This is by no
03:58means an exhaustive list. Just take a flip through any magazine and you will
04:02see many, many different approaches to drop caps.
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Understanding the optical alignment of drop caps
00:00There are two new features in CS3 that make the alignment of drop caps a little
00:04bit easier. One is called Align Left Edge and the other is Scale for Descenders.
00:08I am in a document called alignleftedge which is in the Drop Caps folder and
00:14firstly, we have a problem of our sans- serif I drop cap. Because of the spacing
00:21that is incorporated into that character on the left hand side not quite
00:25aligning with the left hand edge of the column.
00:27Now it used to be that we have to go through this rather involved work around
00:31of adding in a space before that and then kerning back that space to solve the
00:36problem. Now, with CS3, it's a lot easier.
00:39So I am going to go to my Layers panel and turn-off that red ellipse and then
00:44just insert my cursor in this paragraph and come up to my panel menu and come
00:51down to Drop Caps and Nested Styles or keyboard shortcut Command+Option+R or
00:57Ctrl+Alt+R. And here we see that feature, Align Left Edge. I have got my
01:03preview checkbox checked. Watch carefully and you will see the I jumped to the
01:09left hand edge of the text frame.
01:11Now, I am going to hold down my Alt key and my Spacebar and move down to the
01:17next example. Let's do zoom out a bit, Command or Ctrl+Minus. Let's take it a
01:22little bit smaller, and I am going to insert my cursor in this paragraph, use
01:27the keyboard shortcut this time Command+Option or Ctrl+Alt+R.
01:33We can see the problem is that the descender of the swash character is kind of
01:37running rough shot over the fourth line of that text here. Well, there is
01:40another problem up here. This feature is going to fix one of these problems but
01:44not the other.
01:44Let's turn it on and see what happens. Now, we can see that the descender is
01:49kind of constrained within the number of lines that the character is dropped,
01:54effectively giving you a smaller drop cap. I am not so sure this is a good
01:59solution in this context because the next thing I would do would involve
02:05kerning this away from that text, and that doesn't look very good to me.
02:12I think rather than scaling for descenders, I am going to select this drop cap
02:18and then use the base line shift to move it up, and in addition to that, then
02:27use a bit of kerning between the F and the O, and I think that's a more
02:33pleasing result. Anyway, those are the two new Drop Cap Alignment Options,
02:38Align Left Edge and Scale for Descenders.
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Navigating tricky drop caps
00:00Drop caps can sometimes present us with some challenges. Let's take a look at
00:04two common examples of problems that may occur when working with drop caps.
00:09I am in a document called trickydropcap and this is in the Drop Caps folder,
00:14and the first example is when the opening paragraph begins with punctuation.
00:18Now, if you have a paragraph style setup that says make the first character
00:23three lines deep into the paragraph, then what's going to happen, is it's going
00:27to interpret that literally and make the first character, in this case the
00:31opening quote mark three lines deep or in this case, four lines deep into the
00:35opening paragraph.
00:36So we are going to need to make an exception of this paragraph. I am on my
00:40Paragraph Formats, part of my Control palette, and I am going to come over to
00:46the number of characters made big. So this is the number of lines, this is the
00:50number of characters, and I am going to change that to 2. Well, that's
00:55certainly an improvement but I need to go a bit further with this.
00:58I want to make sure that it is aligned to the left as we saw in the previous
01:02movie. So I am going to use the keyboard shortcut to go to my Drop Cap Options,
01:06Command+Option or Ctrl+Alt+R, Align Left Edge, a bit better, but still we need
01:14to do more.
01:15This opening quote mark is too big. So I am going to reduce its size and I am
01:20going to reduce its size by I and Command+Shift+ or Ctrl+Shift+<, and I think
01:26that's about right and now I need to shift that up using my baseline shift,
01:34like so, and then place my cursor between the opening quote and the big C and
01:39kern that space, Alt or Option+Left Arrow.
01:45If the first time you do it, it springs to the right. Don't worry about that.
01:48Just carry on doing Alt+Left Arrow until you get it the way you wanted to go.
01:56And that looks about right.
01:57The second problem you may run into is when you have a chapter that doesn't
02:03have enough lines in the first paragraph. So if you're working with a three or
02:07four line drop cap, and you encounter an opening paragraph that is just a
02:11single line, this might look a little bit odd, but InDesign does a creditable
02:16job of working with this, and we will see that.
02:19If I apply a drop cap here, it is actually very small and figures out how to
02:25handle it. I will say that if you have a lot of these paragraphs in the
02:29publication that you are working on, you might want to rethink your strategy of
02:33using drop caps and instead, use some other visual device to indicate the
02:37opening of a paragraph.
02:39Okay, well here I am in this opening paragraph, and let's say we want to drop
02:44by three lines, like so, and this is another instance where we are beginning
02:50with a quotation. So I am going to need to set that to 2 characters. I want to
02:55go over fixing this issue again reducing the size of the punctuation but just
02:59want to point out that look what InDesign has done with the second paragraph.
03:03It has not which it would have done where it's not as smart as it is, continue
03:08paragraph 2 beneath the drop cap but rather, it runs that second paragraph
03:13around the drop cap and it's smart enough to indent it as if it were a new
03:18paragraph which in fact it is.
03:20So InDesign does a fairly good job of handling this, but as I say, if you get
03:25to encounter lots of this, you might want to use something other than a drop cap.
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Using a nested character style with a drop cap
00:00A common treatment for drop caps is to apply the drop cap character in a
00:04different and perhaps contrasting font and also to set the first word or series
00:09of words in small caps.
00:11When doing this, you can automate the process by nesting a character style
00:16inside the paragraph style definition. Now, you may be thinking, wait a minute,
00:21we haven't even dealt with styles yet and you are talking about nested styles.
00:26Well that's true. I am and perhaps I am jumping ahead of myself, but I just
00:30want to point this out. I am not going to go into how to do this, I am just
00:33going to break it down, and maybe this will serve us as a bit of a teaser for
00:38the styles chapters that are coming up real soon.
00:41So we see here opening paragraph, it has a drop cap. It's the same font but I
00:47have toned down the color on it. I am running it at 50% tint, just so there's
00:51not quite so in your face.
00:53Then, I have the first, oh, how many is it, one, two, three, four, five words
00:59in small caps. And the purpose of small caps is just to give you a transition
01:02between the opening large character and the regular upper and lower case text
01:07of the paragraph itself.
01:09I am going to go to my Layers panel and turn off the finished version and open
01:14the begin version. We can see that the purpose of doing this is so that the
01:20next time I encounter a paragraph that need that same treatment, I can just
01:23click in it, and click on that paragraph style, and we see it gets the drop
01:29cap, it gets the drop cap applied at different tint, and it gets the first five
01:34characters applied at small caps.
01:36So what exactly is going on there? Well, there are three components to this.
01:40There are two character styles and I will look on my Character Styles panel,
01:45two character styles, one called Drop Cap for the Opening Character, and one
01:49called Small Caps for the Small Cap Text. And there is one paragraph style.
01:56And the two character styles are nested within the paragraph style, and we can
02:00see where, if I just take a look at the definition of 'first par'. So to get
02:06there, I right-clicked or Ctrl-clicked on that if you are on a single button
02:11Mouse on a Mac, and come down to Drop Caps and Nested Styles and here is how
02:17that is assembled.
02:18So we have seen this before in a slightly different format. We are seeing it
02:22now as part of the Paragraph Style Options, 4 lines, 1 character and then that
02:29Drop Cap character style applied to that one character, after which there is
02:35the small caps applied as a nested style through a specified number of
02:42something rather, in this case a specified number of words. And that is our
02:48result that came from here on in, be applied with a single-click.
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Understanding other uses of drop caps
00:00Drop Caps also have other uses beyond the obvious. Here are a couple of
00:04examples. My document is dropcap_QA in the Drop Caps folder, and up at the top
00:12here, we have drop caps used in the familiar question and answer section, where
00:18actually each of these paragraphs is set to be a two line drop cap with two
00:23characters being dropped. And the reason for that is so that the space which
00:29follows the Q could add as a bit of padding between that large character and
00:33the question which follows.
00:35Then down beneath, we have again a two line drop cap in this case, just a
00:41single character used for an instructional list. So here are a couple of
00:46creative uses of drop caps in a Q and A section and then in a numbered list.
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14. Paragraph Styles
Applying Paragraph Styles
00:00Using style sheets is essential of efficient use of InDesign and for creating
00:05designs that are consistent and easily editable. For the next few chapters, we
00:10will be concentrating on style sheets. Beginning with paragraph styles, moving
00:16on to character styles and then to nested and sequential styles.
00:20Because most documents, regardless of their length or complexity or their
00:25content, have a similar structure with headings, sub heads, body text, etc.
00:30Formatting using styles can be tremendously time saving. You save the
00:36attributes under a style name and then you can apply those attributes multiple
00:41times with a single click.
00:43I am going to begin in a document called Benefits of Style in the Paragraph
00:48Styles folder and just to hammer on the point, here are the benefits of using
00:53style sheets. They are fast and efficient. They ensure consistency in your
00:57formatting which equals good design and they allow for ease of editing, which
01:03because you can edit your document easily, you can experiment with different
01:07combinations of fonts, different looks and fields for your layout, without
01:12having to go through lots of tedious repetitive work.
01:15And that equals increased creativity. Okay, let's look here at a single short
01:23paragraph, just to make it clear the difference between paragraph styles and
01:29character styles. Paragraph styles are the more global of the two. Paragraph
01:34styles apply to the whole paragraph on top of which there may be character
01:39styles, which apply to exceptions within that paragraph.
01:43And here are two examples of character styles applied within this paragraph. So
01:50we are now going to look at paragraph styles and begin by applying paragraph
01:55styles. To do that, I am going to go to my Window menu where I have already
02:00opened a document called Styles. This document is made up of four pages or two
02:07double page spreads.
02:09Let's just take a quick look. And the text has been formatted using styles. If
02:17I open my Paragraph Styles panel right there, and then click in the paragraph,
02:24I see here the style that has been applied. So Head 1, Intro, Body First, Body,
02:33Caption, etc.
02:34And the first thing I would like to look at is applying styles. So I am going
02:42to go to an earlier version of this document that does not have any of the
02:47paragraph style formatting applied. This is called stylesbegin in the
02:52same folder, Paragraph Styles.
02:54Now there are several methods that you can use to applying styles. The most
02:59basic, straight forward and the one that I tend to use more than any other is
03:03simply to click in the paragraph and then click on the style name that you wish to apply.
03:09It's not necessary to select the whole paragraph. Because paragraph styles or a
03:14paragraph level format, they are applied to the whole paragraph, regardless, of
03:18how much of that paragraph you have selected. So I can now click in this
03:22paragraph and I will expand my Paragraph Styles panel, click on Intro, this one
03:29is Body First, and most of the rest is Body.
03:36So you see how quickly I can move through this document. Now here I have a
03:42style group and this is just a housekeeping feature that allows us to organize
03:48styles into related groups and there I want to apply the Captions style, here I
03:55want to apply the Byline style. So it's really, really quick and easy.
04:00Now I could also if I wanted to, use something called Quick Apply. And that
04:10involves pressing F4+Return or Ctrl+ Return to bring up the Quick Apply menu.
04:16Now before I do that, I am going to place my cursor in this paragraph here to
04:19which I want to apply the Caption style. Let's close my Paragraph Styles panel,
04:24Command+Return, that brings up my Quick Apply menu and I can just start typing
04:30in the name of the first style that I want.
04:33Now some people prefer this approach because it groups together the various
04:37different types of styles we have in InDesign. The paragraph styles, character
04:42style, object styles, etc. So rather than dealing with multiple panels, you
04:47have got them all in one place. So I can start typing in Caption and that's the
04:54one I am after. It tells me there in parenthesis that is in the Sidebar and
05:00Captions group so then I can just click on that and that style is applied.
05:05Another method of applying your styles. Perhaps you want to apply your styles
05:11using a keyboard shortcut. Down here, I have text that needs to be formatted in
05:21the Sub head style. I zoomed in there by pressing Command+Spacebar, click and
05:26drag or Ctrl+Spacebar, click and drag. So to do that, to apply our styles by
05:32keyboard shortcut, we first of all need to setup the keyboard shortcuts.
05:37So the style I am after is Head 2, and I am going to edit the Head 2 style by
05:43right clicking on it or if I have a single button mouse on a MAC, Ctrl clicking
05:48on it, Edit Head 2, and this is what I need to change here. So let's see.
05:55I am going to make Head 2, now when you use a shortcut for your paragraph
06:01styles, you can't use function keys because they conflict with other things. So
06:05instead, you use your number pad in combination with a modified key. And I am
06:10going to make this Option number pad one or Opt+Num 1. Click OK and now to
06:18apply Head 2 to that paragraph, Option+ Num 1, and I can go through and format
06:25multiple instances in that way.
06:27So that's another method of applying your styles. The third method is to apply
06:33your styles using the Story Editor and I will do this secondary article down
06:39here, Sidebar article elaborating on main points, using the Story Editor. So I
06:44am going to go my Edit menu and pull down to Edit in Story Editor, and before I
06:50did that, I inserted my cursor into that story.
06:54And there we see the text and its just dummy text, so it's kind of hard to
06:57figure what exactly what's going on there but scroll down. If I would be doing
07:02a lot this I might want to put my Paragraph Styles panel right next to my Story
07:07Editor window, so I didn't have to move my cursor around too much and this one
07:12is going to be sidebar head. Everything else is going to be sidebar and then
07:20there are a few in the middle here that are going to be sidebar bullet. First
07:26the sidebar bullet, its going to be sidebar bullet space; to add a little bit
07:29of space before that grouping of bullets and I think that's all I need to do.
07:34Now I could leave the Story Editor by clicking on its close button there, or
07:40returning to the Edit menu and choosing Edit in Layout and there, back in the
07:45layout we see these styles apply to my text. So whichever those methods you
07:50prefer, there is no one better then the other just whatever works for you.
07:54Either just clicking on the Style 9 in the Paragraph Styles panel, using Quick
07:59Apply, or going to the Story Editor.
08:02Up next, we are going to look at creating styles.
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Creating Styles
00:00In this movie we are going to see how we can create styles. I am in a document
00:05called Styles Create which is in the Paragraph Styles folder and this may look
00:09somewhat familiar because we were working with a more finished version of this
00:12document in an earlier chapter. This is the Alice in Wonderland text and by
00:18creating several styles we are going to format all this text really quickly,
00:23really efficiently and really effectively.
00:26So, I am going to begin at the beginning and let's just be aware that this
00:32document follows a repeating format, there is a Chapter number, there is a
00:40Chapter title, there is an opening paragraph for the Drop Cap and then the
00:44remainder of the Chapter is all in body text. And then we get to the next
00:49Chapter, Chapter number, Chapter title, opening paragraph, body text and on,
00:54and on, and on. So, we want to create the styles with Chapter number, Chapter
00:58title, body first etc, and then just go to the rest of the text and apply those
01:05styles where appropriate.
01:07As, I usually tend to do, I am going to begin with the body text, since the
01:12vast majority of the text in this document is going to be in the body text I E,
01:18the text that makes up the majority of the document. So I am going to select
01:23any paragraph doesn't even matter which one. Now my approach is going to be
01:27this, I am going to use my Control palette up here to make this text look the
01:33way I want it to look and then I am going to create a paragraph style based
01:37upon that text and then I am going to apply that paragraph style.
01:40So, first of all I am going to set the font and tributes and I need to switch
01:46to my Character Formatting Options on my Control palette so, I am going to do
01:50that by pressing the keyboard shortcut Command+option+7 or Ctrl+Alt+7 and then
01:58Command or Ctrl+6 to jump to my Font menu and to start typing in the font, I am
02:05after, which is Adobe Caslon Pro and I want my Point Size to be 11 and my
02:11leading to be 14 and I think that's about all I need to do here. I am now going
02:18to come to my Paragraph Format and let's see I think I will make this text
02:25Justified and I will give it a First Line Indent of 11 points and that is
02:33pretty much how I want my body text to look. Now I can always come back and
02:37make changes to it later if I need to, but I am not going to create the style
02:41based upon that text, click on the Paragraph Styles panel and from the panel
02:46menu choose New Paragraph Style. I am going to call this body I could if I
02:53wanted to apply keyboard shortcut through this I don't think that's necessarily
02:56here so, I am not going to bother. And I want to make sure that I have this
03:01one checked not so important for this particular style but it is going to be
03:04important for others and that's going to save me the step of having created the
03:09style then having to apply the style to the text, I will click OK.
03:15Now, as I mentioned since the vast majority of my text is in body text I am
03:19going to do Command+A or Ctrl+A to select all now, we actually have I should
03:25have pointed this out earlier but I didn't, we actually have 26 pages here. So,
03:31I have 26 pages of text selected so that when I click on body the text on all
03:3826 pages is changed to the body style. Okay, now I am going to come and do the
03:46first instance of what will become my Chapter number style and I will click in
03:52that three times usually four times but since it's a single line paragraph,
03:56three times is enough and let's see I do not want the First Line Indent, for
04:03this so well I can see that I am going to get rid of that.
04:06It's unlikely that it ever would but since this is a heading style, I do not
04:11want it to hyphenate and let's see. I think I want it to be in small caps. I am
04:19going to come over to my OpenType and choose All Small Caps, and then I am
04:26going to apply some positive tracking to this and may be increase the Point
04:33Size a bit and I think that's where I will leave it for my Chapter number
04:38style. So, I will now come over to my Paragraph Styles panel, click on the
04:45panel menu, New Paragraph Style, call this Chapter number, Apply Style to
04:53Selection. With that checked, click OK. All right, you get the idea.
04:57So, more of the same. Now, for the Chapter title I will speed up a bit for this one.
05:02Three clicks to select the paragraph. Let's make it look the way I wanted
05:06it to look. I am going to make it Semibold and I will make it 30 point and I
05:14will like to increase the leading also I will make that 30 point. I do not want
05:20it to be Justified but rather left aligned do not need a First Line Indent and
05:24do not want it to Hyphenate that's actually a little bit to big so I am going
05:29to come back and make the Point Size 24 and I will do the same for the leading.
05:38Okay, that is how I want my chapter titles to look.
05:42Once again New Paragraph Style, Chapter title, press Return and moving on to
05:54the next one. Now this is going to be very much like the body text so, I just
05:59need to make a few amendments to this one, come to my Paragraph Formats. No
06:04First Line Indent necessary because this paragraph is clearly differentiated
06:09from the title by the use of the Drop Cap I am about to apply which is there I
06:16now also have some space before this I am using 14 point leading so I am going
06:21to have a single line space 14 points a space before and I think that's about
06:29all I need to do for my body first style except of course it's 2 actually
06:36officially created, and there is my body first style.
06:41Okay these four styles are all I really need to format this whole document, I
06:46may need to make a few exceptions here and there a few styles derived from
06:52these but these are going to take me most of the way. I am now going to zoom
06:56out Command+Option+0 or Ctrl+Alt+zero and Option+Page Down, Alt+Page Down to
07:05find the second Chapter there it is right there and this is going to be Chapter
07:11number, Chapter title, body first. Okay a couple of things come up here, you
07:19remember from the chapter on break characters how we want our chapters to begin
07:25at the top of a right hand page. So in order to make that happen I am going to
07:30edit the Chapter number style. To edit the style you simply Ctrl-click on it if
07:36you are on a single button mouse on Mac or right-click. You can also double
07:41click on the style name, although I advice against doing that. In this instance
07:45it wouldn't create any problems but sometimes you can end up inadvertently
07:50applying the style when you don't want to. So, I am going to instead right
07:54click on there, Keep Options, and I want to start this type of paragraph on the
08:00next odd page. Okay, so I am knocking that over there and then we see we have
08:07got a problem here where in this case the opening paragraph begins with a
08:12quotation mark so, what I need to do here is make a style based on this one and
08:18I am actually going to see I am going to duplicate that style and I am going to
08:23call this body first 2 char, 2 character. And I want to make sure that it is
08:30based on body first.
08:33So, currently this style body first 2 character and body first are exactly the
08:39same, I am just going to make one change and that is this, this new style I am
08:44creating is going to have 2 characters big and the reason I am making this
08:49style is I happen to know that there are other instances were this kind of
08:54thing crops up so I can just click on the style name.
08:57Okay, moving along I am just using the scroll wheel on my mouse right there is
09:06a Chapter number, a Chapter title, and a body first. See how easy this is,
09:22carrying along now it could be a bit more scientific about finding my Chapters
09:27I might want to use find and change to do this but I happen to know roughly
09:31where they are so this is just as quick using my scroll wheel.
09:35Okay, Chapter number, Chapter title body first now, at least don't look exactly
09:42the way I want them to look. I am not that concern whether at this point what's
09:46most important is that I have their appropriate paragraphs tagged with the
09:52appropriate styles, then I can always go and just change the style definition
09:57and my document will update accordingly.
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Editing and redefining Styles
00:01Styles are always a work in progress and updating or redefining your styles is easy.
00:06I am in the styles_edit file, which is in the Paragraph Styles folder, and here
00:13we are looking at the document that we were looking at before with the styles applied.
00:18Now let's say I want to change the way some of these styles look. Let's say
00:24that I don't want to use red headlines and subheads but rather I quite fancy
00:29them being green, but rather they were in this Myriad Pro font but something else instead.
00:36So if I come to my Paragraph Styles panel and I am going to edit Head 1, so I
00:43am going to right-click or Ctrl-click on Head 1 and come down to, first of all,
00:50Character Color. I will change that to Green. You should see the change
00:55automatically take place because I have my Preview checkbox checked, and then
01:00I'll come to Basic Character Formats.
01:03Now let me just point out that all of the options that we have been looking at
01:06up until this point they are all encapsulated within the Paragraph Style
01:11Options. We've got Basic Character Formats for the Point Size and Leading,
01:16Indents and Spacing. We've already seen Drop Caps and Nested Styles, the
01:21Justification, Hyphenation options, Keep options, etcetera. So paragraph styles
01:27is where they all come together.
01:29Now what I want to do is I want to change the font here. So let's see what do we have.
01:35This may well look like a dog's dinner but I am going to change that to Marker
01:40Felt, and then click OK.
01:44Now of course, we see that Head 1 has changed because that was the style that I
01:50was editing, so that was to be expected, but if I move my Paragraph Styles
01:55panel out of the way, we see also that Head 2 has changed, and that is because
02:03Head 2, if we go and take a look at its definition is based upon Head 1. This
02:11is a parent-child kind of relationship where when you create one style based
02:17upon another. If you then go and edit the parent style, the child style will
02:22also be affected, except for the exceptions that you have made to the child's style.
02:28Now in the case of the Head 2-Head 1 relationship, the only change that has
02:33been made is that Head 2 is smaller than Head 1. So I just hammer that point
02:40hard, maybe belabor that point a bit. I am going to come up back
02:44to Head 1 and I am going to change its size.
02:48Now let's just make a note of the size if Head 2, currently 14 point. Now if I
02:54edit this size of Head 1 and I will make that 70 point. Click OK. Yes, that
03:03changes but Head 2 does not because the point size in this case is independent
03:11for Head 2. Everything else is going to be governed by what happens to Head 1,
03:15but in this case we've made an exception of the point size. So that's how the
03:20parent-child, the Based On feature works when defining and when editing your styles.
03:29Now another way is to redefine your styles. There I dove straight into the
03:35Paragraph Style Options, and I kind of had an idea of why I wanted, but
03:39sometimes you may find yourself actually working with the text itself, working
03:44locally i.e. making a selection, making some formats to it. Just kind of find
03:49out what it is you are after. And that's what I am going to do here.
03:53So I am going to experiment a bit. Let's come out to my Font menu, Apple+6, and
04:00this time I am going to go for, yes, it has to be Rosewood Standard, nothing
04:05else will do, and so it turns out I really like the way that looks, and that
04:13was a joke, I don't really like the way it looks, but it serves the purpose of
04:21illustrating this point. Although Rosewood is a fantastic font but just
04:25obviously, very inappropriately used in this context.
04:29Okay, so what I have now when I look at my Paragraph Styles panel is I have
04:34Head 2+, and that plus symbol indicates an Override. The Override is the
04:41exception that I just made i.e. changing the font to Rosewood Standard.
04:46Now if I want to incorporate that Override into the actual paragraph style
04:52definition, then I do this. Because at the moment only this particular Head 2
04:58is affected, but if I want them all to be affected, I come to my Paragraph
05:01Styles panel, panel menu and choose Redefine Style.
05:06The Plus symbol goes away and then this becomes the actual definition of Head
05:122, and just to confirm that that has happened, if I now scroll through my
05:17document, there we see the other Head 2s are also in Rosewood Standard.
05:22So that's editing style and redefining a style. A subtle difference between the
05:27two there's no right way or wrong way, just whatever way it works best for you.
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Using Parent and Child Styles
00:00The way you select your styles will usually reflect the hierarchy inherent in
00:04your document. You may have first level heads, second level heads, subheads
00:09etcetera where each lower level of hierarchy is derived from the level above,
00:14that is Head 3 is like Head 2, only smaller, and Head 2 is like Head 1, only
00:20smaller. It's easy to establish this parent-child relation with styles using
00:26the Based On option.
00:29I am in a document called basedon which is in the Paragraph Styles folder, and
00:32here we have a very simple document with three levels of head, and I
00:37style-created for each of those three levels of head on my Paragraph Styles panel.
00:41Let's just take a look at head2, which we can see is based on head1, and head3,
00:51which is based on head2. So that, when I come to head1 and edit that whatever
00:58change I make with the exception of it being a change in size because that's
01:02the one attribute that is independent about head2 and head3. Let's say I will
01:08change the fonts to Popular Standard, it doesn't really matter what you choose
01:14to something different. I won't choose that one; I will choose Optima instead,
01:20now we see they will change.
01:23Now imagine that we were working with hundreds of pages how effective that
01:28change could be. Also potentially how destructive that change could be. So just
01:33make sure that when you are using that Based On feature you are conscious of
01:38doing so, and you are using it to establish the hierarchy in your document.
01:43Now one other thing I might mention is that in CS3 we have this option here,
01:48just a little bit of house-keeping with our styles and since these three styles
01:52are old kind of related to each other we might make a new style group, which we
02:01could call heads, and then I could select all three of those styles and drag
02:08them into the heads folder. And that's just a way of keeping our Paragraph
02:12Styles palette a little tidier because when you get to work with more complex
02:17documents it's not uncommon to have a very long list of styles which can get a
02:22bit unwieldy unless you use style groups to keep your styles nice and tidy on
02:27your Paragraph Styles panel.
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Organizing Styles
00:00This movie is about organizing your styles on the Paragraph Styles panel. When
00:06you are working with complex documents it's not uncommon to get style sheets
00:10that are very long. So to keep things nice and tidy we need to do a bit of
00:15housekeeping.
00:15Now, I am less concerned with the content of this document and more for this
00:21exercise with what's on my Paragraph Styles panel, and in fact I am just going
00:26to move my document off-screen so that we can concentrate on my Paragraph
00:32Styles panel, which I am going to tear-off and expand.
00:36Now, we have a few nice improvements in CS3 that allow us to organize as
00:42styles. Before I go into that though let me just mention the importance of
00:47naming your styles logically it's a very obvious point, but don't call your
00:51styles Bob and Steve and Fred, because they are not really going to make any
00:55sense to you down the line or anybody else. So let's stick to standard naming
01:02conventions head1, head2, etcetera. Body, Body-No indent, Sidebar, Caption,
01:09Pull Quote and all the rest of it.
01:11So standard naming convention is so that when you come back to a document that
01:16you created a while ago or when you hand-off a document to anybody else your
01:21style sheet makes sense.
01:24Something else we can do is drag the styles up and down in a list of styles to
01:29create logical groupings, and to do that we need to grab them by this white
01:33line separating one style from the next. So if I wanted to group my body styles
01:39together that's one way of doing it.
01:42To clean things up I can come to my Paragraph Styles panel menu and choose
01:49Select All Unused and then click on my Trash Can to get rid of those. Now, if
01:56amongst the Unused is included BasicParagraph you will have to de-select that
02:03first you can delete those styles. So I am going to de-select those styles and
02:09with the styles that are remaining I am going to further organize them by
02:14clicking on this icon here to create a style group. And I'll double-click on
02:19that to name it, and I'll call this body styles. And then into that style group
02:28I am going to drag all of my related body styles, and maybe I'll create another
02:34style group called sidebar and captions, and you can expand and contract these
02:47folders by clicking on the triangle to the left of the folder icon, so if I am
02:51going to now select all my related sidebar and caption styles and drag those
03:00into that folder.
03:02So some handy interface improvements for allowing us to keep a clean, tidy
03:08style sheet.
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Loading Styles from another document
00:00Creating a style sheet is a big investment in time. It's an investment that is
00:05going to pay-off over the course of a publication's lifespan. Let's say that
00:09you are working on a monthly publication. First time you do it you've got to
00:13set up the styles, it's going to take you quite a long time. Second time about
00:16half as long, third time half as long again. By the fourth time you can you do
00:21it in your sleep and you can do it quickly and efficiently because you've got a
00:25working style sheet.
00:26The good news about a style sheet or just one piece of good news about style
00:31sheets is that once you have a style sheet created, I use the word 'style
00:36sheet' there as a collective term for a bunch of styles. You can load those
00:42styles into another document.
00:43I am in the document styles_load, which is in the Paragraph Styles folder, and
00:49this looks familiar. We are at the beginning point here where no styles have
00:53been applied, nor do we have any styles on our Paragraph Styles panel. So how
01:00do we get them without actually going through the process of creating them?
01:05Well, we have a finished version of this document, which we can use to load the
01:09styles from. So I am going to go to my Paragraph Styles panel menu. Now I've
01:15got two options here, Load Paragraph Styles that will load only the paragraph
01:20styles or if I want the character styles as well and I do, I am going to choose
01:26Load All Text Styles.
01:29And then I navigate to the place where I have the finished version of the file
01:33and it's right there, styles, click Open and then I see this, on the left-hand
01:41side a list of all the styles in the finished document, and here a list of the
01:48styles in my current document and there are none.
01:52So I can either take the whole lot and that's what I am going to do, but I
01:56could if I wanted to just cherry pick select styles from the incoming style
02:02sheet, or if I had styles already existing in this document and they had the
02:08same names as the incoming styles I would have to choose, what do I want to do?
02:14Do I want the incoming style to overwrite the existing style or do I want to
02:20Auto-Rename that style, so I would end up with two versions of body text?
02:26That's not an issue here since I am beginning with a blank paragraph style
02:29sheet so I am just going to go ahead and click OK, and then I get all of those
02:35styles on my Paragraph Styles panel, and I can just go ahead and apply them as
02:41I need to.
02:43Now, you may think, well, wait a minute, I don't want every document to look
02:47the same so I am sort of not going to be re-purposing style sheets from other
02:51documents. But the thing is most documents have a very similar structure, it's
02:56the structure that is more important than the way things look. You can always
03:00very quickly change the way things look by editing the styles. So you may find
03:05a big time-saver if you have already taken the trouble to create a
03:10well-crafted, well flow-out style sheet in another document to load those
03:15paragraph styles and character styles into your new document.
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Importing Styles from Word
00:00It's a common workflow for somebody to create the text in Microsoft Word or a
00:05word processing program and hand-off this text to you to place in InDesign.
00:11Potentially this can result in a lot of duplicate work because you may be
00:16stripping out there formatting before you can reapply your own. But it's
00:20possible to use the existing formatting and have the styles set up in Word and
00:27map those styles to the styles that you have set up in InDesign.
00:31I am in a document called importwordstyles, which is in the Paragraph Styles
00:36folder. This document appears to be empty, but if I take a look on my Paragraph
00:40Styles panel we'll see that I have four paragraph styles and I also have two
00:49character styles. Now to place my text file I am going to use the keyboard
00:53shortcut Command or Ctrl+D and the option that I am referring to in this movie
01:00is this one, Show Import Options.
01:03First of all I am going to do this without turning that option on so that we
01:08can see what will happen without taking advantage of style mapping.
01:13So I am going to click on this document catalogtext from the Text folder inside
01:18the Exercise Files folder, Open, and I want to auto-flow this so I am holding
01:24down the Shift key, and that result is not too bad, of course you don't know
01:29what it is I am after, but this is close but not quite there. And if I take a
01:34look at my Paragraph Styles palette we see that what's happened is I now have
01:41some extra styles that have come in. These styles that have the disc icon next
01:46to them are styles that have been imported from the Word file.
01:50Now the problem is that the person who set up the Word file used a similar
01:54style naming convention to the one I am using, but not quite the same. So they
01:59are calling things Class Heading rather than Class, body text 1 rather than body space.
02:05What I want to be able to do is to place this text file and have their Class
02:09Heading mapped to my class, their body text 1 mapped to my body space. So let's
02:14try this again.
02:15I am going to press Command or Ctrl+Z to undo that, and I am going to do that
02:20twice so that we remove those imported styles from the Paragraph Styles panel.
02:26So let's run that again, Command or Ctrl +D, and same text file, but this time I
02:35am going to turn on Show Import Options, click Open, and let's just pause for a
02:43moment here and take a look at these different options.
02:46Now before I was preserving the styles and formatting in the Word document,
02:53which is, why it came in partially formatted. I could and sometimes it may be
02:58beneficial to do this, I could strip out all of the formatting in the Word
03:02document. So if you are receiving a file that is a complete mess then perhaps
03:07you might want to do this and just start with plain vanilla text.
03:11I want to go more than preserve the styles. I want to take the styles that are
03:15in there and map them to the styles that I have already created in my InDesign
03:20document. So for that I am going to click here Customize Style Import, and then
03:26on this button Style Mapping.
03:29Now we have a familiar looking dialog box here because we kind of saw something
03:35similar when we loaded the paragraph styles from another InDesign document into
03:41an existing InDesign document, similar concept. We've got a list on the left
03:46here of the incoming Word styles and a list on the right of the existing
03:51InDesign styles. I now need to determine how I want to handle any style conflicts.
03:59So I am now going to map these first four Word styles to my InDesign body
04:08style, which is going to be my catchall tyle really for anything that's ambiguous.
04:14So the incoming body text style in Word is going to get mapped to body, Class
04:24Heading is going to get mapped to Class, body text 1 to body space, and now the
04:30remaining three they already mapped because the names are identical.
04:34I can click OK.
04:36One more thing I might want to consider here is, if I am going to be receiving
04:41text from the same source on a regular basis, perhaps it's going to be worth my
04:46while saving a preset here. If I click on Save Preset I could -- let's call
04:51that Bob. For no particular reason let's assume that I am receiving my text
04:58from Bob, I'll click OK and thereafter I can just choose this Preset from the
05:06Preset menu, so that's going to do the style mapping for me.
05:10So now I am going to click OK to place that text, hold down the Shift key and
05:17auto-flow the text and this time we see that the text takes on the correct
05:22formatting, and a good part of my work is now done.
05:28Now, admittedly this is something of a perfect world scenario because it relies
05:32upon somebody else. It relies upon somebody else that person creating the files
05:36in Word using styles in a consistent and logical way.
05:40Word implement styles in a very similar way to InDesign, so if you can
05:45establish a strong line of communication with the person creating your Word
05:50documents then you can save yourself an awful lot of repetitive work.
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Applying Styles with the Eye Dropper
00:00Another way to apply your styles is to use the Eyedropper tool. I am in the
00:06file called eyedropper in the Paragraph Styles folder, and if I want to copy
00:10the formats from one paragraph to another, I select the paragraph that I want
00:15to copy the formats to, choose my Eyedropper tool and then click on the
00:21paragraph that I want to copy the formats from.
00:24If I take a look at my Paragraph Styles panel, we see that, not only had it
00:30taken on the formats, it's also taken on the paragraph style, meaning that if I
00:35now go and edit that paragraph style, and let's maybe change its color, then
00:40they are both going to change. Something to bear in mind is that you can set
00:47the Eyedropper Options by double- clicking on the tool to determine exactly what
00:53gets copied, and we see in Paragraph Settings that I am actually copying the
00:59paragraph style rather than just the local formats.
01:04So this can be a very quick, efficient way of applying styles, especially when
01:10you are working with small bodies of text.
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Removing manual overrides
00:00Once a style has been set up, if you or anyone else then goes into the text or
00:05makes changes to it, those changes are considered to be overrides. Now
00:09sometimes these changes are necessary, but sometimes they can cause confusion.
00:13Let's see how we can remove those overrides, if necessary.
00:18I am in a document called remove_ overrides and down here we have the base
00:23paragraph. This is the normal style definition for the paragraph style that I
00:28have called body text. It's Caslon, 14 point, no first-line indent and
00:35black in color. And up here, I have the same paragraph with various different
00:41categories of override applied to it. Here we have an indent applied; this is
00:47considered a paragraph override. Here we have some color styling, and here we
00:53have character styles applied to these three words.
00:56Now, character styles are not actually considered to be overrides as such, but
01:01we can strip them out of a paragraph, should we need to.
01:04Now let's just be clear why I am talking about by local overrides. I mean,
01:10rather than editing the style definition, you are working on the paragraph and
01:14you are making a change right here on your Control palette.
01:20So now I am going to go to my Layers palette and I am going to turn-off Layer
01:242, so we get rid of those annotations, and here I have a list of the various
01:29different shortcuts that we can use to strip out different categories of override.
01:35I am going to go to my Paragraph Styles panel, which seems to have disappeared,
01:41and it's disappeared, so I am going to choose it from the Type menu > Paragraph
01:47Styles, then I am going to move that down, and I see that when I click in this
01:53paragraph, I get a plus symbol next to the paragraph style name. This plus
01:58symbol indicates an override, if you want to know exactly, what the override
02:02is, then hover over the plus symbol and your tooltip will tell you, in this
02:09case the override is that 14 point first-line indent.
02:15Firstly, if I want to get rid of all of my local formats but retain my
02:21character styling, I hold down my Option key or my Alt key and I click on the
02:27paragraph style.
02:28Okay, you see that retains the character styling. I am now going to undo that.
02:34If I want to get rid of my local formatting, plus my character styling, I hold
02:39down my Option or Alt key and my Shift key, and click on the paragraph style.
02:46That gets rid of everything, setting the paragraph back to the normal for that
02:50style definition. I am going to undo that.
02:54There are two other keyboard shortcuts, which are admittedly a bit esoteric,
02:59but let's take a look at them anyway, and for these, we need to use the Clear
03:05Overrides button.
03:07Now if I Command-click on the Clear Overrides button, I get rid of only the
03:14character overrides, removing the color from that word, but retaining the
03:20first-line indent. I will undo that and now, if I Command or Ctrl+Shift-click,
03:29I get rid of only the paragraph level formats.
03:32So four different ways of removing overrides from your text; I am returning it
03:37to its neutral state.
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Using Paragraph Rules creatively
00:00A particularly cool thing that you can do with paragraph styles is apply
00:04paragraph rules to your text, either above the paragraph or below the paragraph
00:09or have the rule function as a box out of which the text reverses.
00:16In the document Paragraph_rules, in the Paragraph Styles folder, we see various
00:21different approaches to paragraph rules.
00:25Now I am going to begin by applying a simple rule above some text. So I am
00:30going to come to this text here, and select it, and I am going to switch to my
00:39Character Formats on the Control panel, Command+Option+7 or Ctrl+Alt+7, Apple
00:47or Ctrl+6, and I am going to change that to Myriad Pro, Bold and I am going to
00:56make it Uppercase. I tend to find that at least when reversing out of a rule,
01:03uppercase tends to work better because the rule looks vertically centered
01:07within the rule, not having any descenders or ascenders. So that is Command or
01:12Ctrl+Shift+K, and I will also just give it a little bit of positive tracking.
01:19Okay, we are ready to go with the rule.
01:21Now my paragraph rules are right here, or keyboard shortcut Command+Option+J,
01:27Ctrl+Alt+J. And I am going to turn on Rule Above. I've got my Preview checkbox
01:42checked, and we can see that I start off with a rule that is at the baseline of
01:48the type, that's the starting point. And to move that rule up, I need to affect the offset.
01:56Now this is a certain matter of trial and error involved when using the offset
02:00I find, but starting out with a type size of 12 points, I think that I want to
02:09shift my rule up by 12 points. So put that in, press Tab and that's about
02:16right. I will just Click OK and see what we have there.
02:19So there's my simple rule above. I am now going to return to my paragraph rules
02:25and I could alternatively make that the width of the text rather than the width
02:32of the column.
02:33What we want to see now how we can make our type reverse out of the rule as in
02:39some of the examples below. So for this, I am going to need a heavy rule of
02:48let's say 12 points. Now what I didn't do was I didn't make my type white, so
02:54there is going to be a point on which I am not going to see my text, but then I
02:57will come back and change the color of my text after I set the rule.
03:01So 12 points, I am going to uncheck my Preview and check it again, and that
03:06offset is now too much. So I am going to make this now -2 points, and I think
03:14that will make my rule sit exactly on top of my type.
03:19Now when I click OK, I can select my type and change its color. Now when I did
03:30that, my rule disappeared and that's because I wasn't paying close enough
03:35attention and my rule was actually set to be the text color which was fine when
03:40my text was Black, but when I change my text to White, my rule disappears.
03:45So I am going to return to my paragraph rules and specify that the rule be in
03:50this case Black, and now we can see the rule sitting on top of the type or the
03:58type reversing out of the rule.
04:01Now a couple of other options I'd like to draw your attention to. I am going to
04:08switch to my Selection tool and then press the W key so that we can see my text
04:13frame and my guides, and the reason I am doing that is I want to point out a
04:20new option in CS3, it's a relatively minor thing, but quite a useful one, and
04:25that is the ability to constrain the position of the rule to be within the box,
04:32to keep it in the box.
04:34I will return to my paragraph rules, Command or Ctrl+Option+J. If I check this
04:42one Keep in Frame, you will see that my rule shifts down ever so slightly, and
04:49begins at the top of the text frame. All right, now, some more options we might
04:53want to explore.
04:56If you are thinking that my text looks a little bit tight, either side of that
05:00rule, I agree with you and how we can fix that is by changing the amount of
05:07left indent. So I am going to make a negative left indent amount, and this
05:11indent applies only to my rule. So now when I press my Tab key, you'll see my
05:16rule pops out -2 points to the left and I will do the same on the right, and
05:25then press the Tab key. So it got a little bit of padding now around our rule,
05:31but wait a minute, don't we want our rule to be constrained within the bounds
05:36of our frame? If we do, then that's another option we need to change.
05:41I am going to click OK there to accept that rule, and now I am going to go to
05:45my Paragraph Formats, and if I indent on the left by the same amount that I
05:52negative indented the rule i.e. 2 points, you'll see that that moves the rule
05:58back into the frame.
06:01Now that may have seen like an awful lot of trouble to create a rule, but the
06:05beauty of this is, that now I have invested the time in creating that rule, I
06:11can save that as a new paragraph style and I will call it simple rule, I am
06:19applying style to the selection so that text is automatically in that style.
06:25And now if I want another rule applied elsewhere, it's just a question of
06:31clicking on the paragraph, click on the paragraph style.
06:35Let's take a look at how I created some of these different paragraph rule
06:45styles, and let's begin with this one Rule Above and Below. Here we have
06:501-point Rule Below, which is actually shifted above the Rule Above, which is
06:56the 12-point rule out of which the text is reversing, and I have done it this
07:01way because InDesign places the Rule Below on top of the Rule Above. I don't
07:07know why, but it does and that's how we do it.
07:11Let's just take a look at the spec on that one. Paragraph rules. So that we see
07:18the Rule Below is 1 point and that is the Column Width, and then the Rule Above
07:2512 points, and that is the Text Width. And again, I've got that negative indent
07:32on the left and the right, just to give a little bit of padding either side of
07:36the text so that the text doesn't feel constrained by the rule.
07:40Incidentally, I just want to mention again the point I made earlier on in this
07:43movie that using all caps when reversing out of the paragraph rule tends to
07:50work better because there are no descenders or ascenders to the text which can
07:56make the text appear to be not vertically centered within the rule.
08:04Click OK to that. Again, another combination of Rule Above and Below, but I
08:11want to go now to this one, which is personal favorite I guess, the rounded
08:16rule, and we will have a look at how that one is created.
08:21Again, it's a combination of two rules. If I open my Paragraph Rules Options,
08:28the Rule Above is your standard rule, but the Rule Below is a dotted rule. So
08:35if I turn off the Rule Above and we see just the Rule Below by itself, we can
08:41see that we have just a series of dots, super-imposed on our text, but it is
08:46the Rule Above sitting on top of that and exactly sized and positioned so that
08:53it registers perfectly with the dotted rule that creates this rounded rectangle effect.
09:02One more point I'd like to make about paragraph rules is they do have certain
09:06limitations.
09:06I am going to zoom into the top of column two. The yellow highlighting that has
09:14been applied here, this can't be done with a paragraph rule. This is done with
09:18a character style.
09:20Also, paragraph rules are no good when your subheads -- if you are applying
09:25them to subheads run to more than one line. So if I were to type in some more
09:34text there so that we make this go to two lines, then we see that the whole
09:41thing falls apart. So they are great when you are working with subheads or
09:46heads that are only a single line long. But the great advantage of paragraph
09:51rules as I mentioned early on was that they move with the text.
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15. Character Styles
Creating and applying Character Styles
00:00As we saw in the chapter on paragraph styles, paragraph styles apply to the
00:05whole paragraph as the name will suggest. If we need to give emphasis to a
00:09specific range of text within a paragraph, then we need a character style. I am
00:14in a document called characterstyles1 in the Character Styles folder and here I
00:18have dummied up a film calendar listing. And if I open up my Paragraph Styles
00:23panel, we can see that I have got styles for Date, Title and Body Text.
00:30Now if I wanted to call out the movie names that are within the paragraph,
00:36making a paragraph style is not going to do it for me because that's going to
00:39change the formatting of the whole paragraph, so instead, what I need is a
00:43character style.
00:44Just as with paragraph styles, probably, the easiest way to do this is to do
00:49one first locally or i.e. coming up to your character formats and making it
00:55look the way you want it to look, and then saving a character style based upon
00:59that. And that's what I am going to do here. I am going to put this into Italic
01:05and come to my Character Styles panel, which is this one, and choose New
01:11Character Style, and I am going to call that Italic, and I will make sure I
01:17have this one checked, Apply Style to Selection so that this automatically
01:21becomes formatted officially with the character style definition. Click OK, and
01:26now to reapply that I just select the others, right there, and there.
01:35Now why do it this way rather than just choosing Italic from the Character
01:40Formats palette? Well, it's a lot quicker this way, and once you've got it set
01:44up, you then have full control over how you give emphasis within your
01:50paragraphs. So if I now decide that I don't want to use italicizing for
01:54emphasis but rather I want to make my film title stand out with Bold, then I
02:00can come and edit this character style, just by right-clicking on it. I suppose
02:05it won't be a bad idea if I change the name in this context, and then come to
02:10my Basic Character Formats and I am going to change the Font Style from Italic
02:17to Bold, and then, we see that everywhere that the character style was applied
02:22the text is updated.
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Understanding “relative” Character Styles
00:00Here's a movie about how character styles relate to paragraph styles. I am in a
00:05document called characterstyles in the Character Styles folder and we have
00:09various film titles emphasized with the italic character style. Now this italic
00:15character style is relative to the Body paragraph style that it is a part of.
00:21Let's take a look at the Italic character style definition, and we see that the
00:26only format described is the Font Style; everything else is inherited from the
00:31paragraph style. And the good thing about that is that should I decide to edit
00:36the paragraph style, which in this case is called Body. You will see that it's
00:40currently Minion Pro, and I am gong to change that to Chaparral Pro, and I am
00:50going to make it 10 point, then click OK.
00:53You will see that the Italic character style is now Chaparral Pro, Italic and
00:59it's also 10 points, so it's inherited those two formatting changes from the
01:05paragraph style.
01:06All well and good, but this does have some limitations. If I decide I want to
01:12edit the Info paragraph style and I am going to change this from Myriad Pro to
01:23Myriad Pro Bold, and then click OK. You will see that because the Italic
01:32character style is Italic and not Bold Italic, then the italic character
01:38styling in this paragraph remains as just Regular Italic and consequently looks
01:44too light in the context of this paragraph.
01:47So in a situation like this, I would need to create another character style. So
01:53I am going to select one of those and make that into Bold Italic, and then I am
02:01going to create a new character style based on that called Bold Italic, and if
02:09we look in the Basic Character Formats, that value is there. And now I would
02:14need to just apply that new character style where appropriate within my Info paragraph.
02:24So the point here being that character styles are relative to their paragraph
02:29styles but only up to a point, only so far as they use exactly the same Font
02:36Style as that paragraph style.
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Using Find/Change to convert local formatting to Character Styles
00:00If you have text that has a lot of local formatting in it, you can use
00:03Find/Change to convert that local formatting to a character style giving you
00:08much more stylistic control.
00:10I am in a document called characterstyles_findchange in the Character Styles
00:13folder. This movie listing has the movie titles emphasized with underlining.
00:20This is local formatting that we want to convert to an italic character style,
00:24which I have here set up on my Character Styles panel. And I am going to come
00:31to my Edit menu and choose Find/Change. I am going to clear any previous values
00:36that are in the Find Format and Change Format. The Find what: and Change to: if
00:43I were looking for text strings and changing to other text strings I am going
00:47to leave both of those blank.
00:49Find Format, what I am looking for is anything with an underline. Now what I
00:57want to change it to is my Italic character style, and I want to do one other
01:04thing, because rather than just adding my Italic character style to the
01:08underline, in addition to making italic, I want to remove the underline local
01:14formatting. So I am going to check that box twice to make sure that it's empty,
01:21click OK, just check my Search Parameter, I am looking within my whole
01:26document, and now, I am going to lift dangerously and Change All. 6
01:33replacements, click OK, and hopefully everything that was formally underlined
01:39is now italicized, but perhaps, even more important than that, everything that
01:44was locally formatted is now character- styled. Meaning that if I want to come
01:50and edit my character style, I can very easily do that and have it apply
01:57throughout my document wherever that italicizing occurs, and let's say I want
02:02all of my italicizing to be in red, click OK and then we see all of my
02:09italicizing now in red.
02:10So local formatting converted to character styling gives you more control.
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16. Nested and Sequential Styles
Creating a run-in head
00:00So we have seen paragraph styles, we have seen character styles, now let's put
00:04the two together to work with nested styles.
00:08Nested styles are an absolutely fantastic feature in InDesign and can really
00:13automate your text formatting. They allow you the capability to take a
00:19character style or multiple character styles and nest them within a paragraph
00:25style so that you can apply multiple formats with a single click. And you can
00:30see what I mean, if I select all of this text on the right-hand side, go to my
00:35Paragraph Styles panel and click on the body_runin style.
00:39So not only do we get the paragraph style applied, we also get the character
00:43style, which is in this case, the run-in head.
00:46Let's see how this is created. So I am going to undo that to return this text
00:51to its real state, and I am going to run through the creation of this nested style.
00:57So first of all, I need to create my paragraph style. I am going to click in
01:02this paragraph four times Command or Ctrl+6 to get to my Font menu and I am
01:09going to use Chaparral Pro, 10 point on 12 point leading; I am replacing the
01:17auto leading 12 with real 12 points and that's about as far as I need to go
01:22there. So I think I will now save that as a new paragraph style, and I am going
01:29to call this body. Apply Style to Selection, click OK.
01:35I now need to create a character style, so I am going to select the range of
01:39texts that I want the character styling applied to, and I am going to use the
01:44keyboard shortcut for Bold, Apple or Ctrl+Shift+B, come to my Swatches panel,
01:51make that red. Actually, I want to change the Font as well, so
01:57Apple+Alt+Ctrl+6; I want this to be Myriad Pro.
02:01Okay, I am now going to create a character style based upon that. Character
02:07Styles panel, New Character Style, I will call this bold. Apply Style to
02:15Selection, actually not relevant in this instance because I am about to
02:18automate this whole process.
02:20Click OK, so I've got my paragraph style, I've got my character style, I now
02:24need to put the two together, return to my Paragraph Styles panel and I want to
02:30edit the Body paragraph styles. I am going to right-click on that and then come
02:35down to Drop Caps and Nested Styles. New Nested Style, so I am going to click
02:43on this button and I can now, choose from the character styles I have
02:47available. That is the one that was already in this document, and the one I
02:51just created, that's the one I want, I want bold.
02:54So we are turning on this bold character style. We need a Delimiter to turn it
03:00off, and in this case, that Delimiter is a colon because all of our run-in
03:05heads end with a colon. So bold, through, 1 -- I am going to just type-in a
03:12colon right there and then click OK, and now to apply that style to these
03:19other two paragraphs and also to that one as well, click on the Body Style and
03:28that does it.
03:29Now, if I missed something and I did, I need some space before that, so I'll
03:33edit that, indent some spacing, and let's have 6 points of space before.
03:41Now one other point is that when you are creating a run-in head like this, that
03:46mixes two different fonts, try to make sure that the x heights of those fonts
03:52are relatively, evenly matched.
03:55If I drove myself a guide at the x height of the Myriad run-in head, we can see
04:01that, that is quite a lot higher than the body text which follows. So actually
04:06what I am going to do now is I am going to come and edit that character style,
04:12right-click on it, Basic Character Formats.
04:16Now the character style is relative to the paragraph style, so the only thing
04:21about it that's different is the Font and the Font Style. The size has
04:26inherited from the paragraph style, but I am going to knock it down 1 point in
04:31size to 9 points, and now you'll see that the x heights of the run-in head and
04:37the body text which follows are more evenly matched.
04:41Okay, next, we are going to look at creating a slightly more complex nested
04:47style working with a Contents page.
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Creating a Contents page
00:00I am in the document nested_contents in the Nested and Sequential Styles
00:06folder. A commonly used approach to contents pages is to have the page number
00:11in a different color and to call out the cover stories or features in a
00:16different style. And that's what we have here in the example on the left and
00:21these have been created using nested styles. So they can easily be applied to
00:27the next month's contents page with just a few clicks.
00:31Let's see first of all how easier is to apply these. I am going to select all
00:35of these and I have my finished styles in a style group called Finished. And I
00:41am going to click on the paragraph style contents, to apply that style and then
00:48I'll need to come to the Cover Story paragraphs, and that's a separate style.
00:54I'll need to click on those individually and I am done.
00:58So let's see how we kind of create that from scratch. I am going to press
01:03Command or Ctrl+Z a few times to get back to my starting point. And again, I
01:11need to start off with my paragraph style. So I am going to select that
01:17paragraph and I am going to quickly format this. I am going to get Myriad Pro,
01:23Regular, 10 points, 12 point leading, and let's have some space above. Since I
01:33have a tab, now I need to create hanging indent, so that we can see my hidden characters.
01:40I am going to come down here and change to my Normal View mode, and I want to
01:48indent everything by -- let's try, 1p6 points and then a negative indent of the
01:55same amount 1p6 points or 18 points if you are looking in points. Right, that's
02:03how I want my paragraph style to look.
02:05So I am now going to save that, New Paragraph Style, and I'll call this
02:13Contents. And I can call it that because it's not going to conflict with the
02:18existing style, which is in a separate style group.
02:23I am now going to create my character styles. So I'll select the number, Apple
02:28or Ctrl+Shift+B to make it bold and I'll change the color and then I will
02:38create a character style based upon that which I will call number. Before I go
02:44any further, I think I will create my first nested style. So I'll go back to my
02:49paragraph styles. Edit my contents paragraphs style. Drop Caps and Nested
02:56Styles. So I want a new nested style, and I want that one to be number not the
03:04one that's in the style group, but the one I just created through one word.
03:09That's going to turn off when it sees a space, and there's a space after the
03:12number. And that should be all I need.
03:17So I can now select all of that, not including the head and click on Contents.
03:24Okay, so far so good, but we now need another paragraph style that has this
03:31highlighting character style applied to it. So I need to create that first of
03:35all. It's getting a bit bigger, and I am going to highlight that and I am going
03:42to change the font to Bold Condensed, and I want to underline this, and then I
03:50am going to my Underline Options, where I am going to choose a color for the
03:57underline. I am going to make that Black. Now, I need to differentiate this
04:02from the text, so I can't leave it as Text Color, and I'll make it 40% tint,
04:10and let's turn on my Preview, so I can see what's happening. So we can see that
04:14I've just got a very thin role at the moment, and I want to shift that up, so I
04:18need to change the Weight and the Offset.
04:21I am going to estimate that the Weight is going to be 10 points. All right, and
04:29now the Offset, I am going to estimate and this is just from having done a few
04:34times. This is a matter of try in there, involved here. But, I want this to
04:37shift up, so I am going to put a negative offset, and that's a bit too much. So
04:44I'll reduce that, reduce it a little bit more. Thank goodness for the Preview checkbox.
04:57Right, so that is how I want my highlighting style to be. I will click OK, and
05:05then I'll come to my Character Styles dialog box, New Character Style, and I'll
05:12call this Highlight, I forgot to turn the text weight. So that's okay, I am
05:20just going to come and edit the highlight style that I have already created,
05:24right-click on it and come to Character Color where I'll make the character
05:29color paper.
05:30All right, now I need to return to my paragraph styles and edit my contents
05:37paragraph style or rather not my contents paragraph style, because I want to
05:42duplicate my contents. Now, I'll call this Contents Cover Story, and I want to
05:48make sure that this is based on my contents, the one we have already created.
05:52So it's currently exactly the same as that.
05:55When I go to Drop Caps and Nested Styles, we see the number already there.
06:00After the number, I am now going to add another nested style which is going to
06:04be my highlight, and that is going to be through two words. So just so long as
06:13I can be assured that my highlight is always going to apply to two words and
06:18the convention for this magazine is to use the words cover story, so it's
06:22always going to be two words. I can click OK, and now I can apply that
06:32paragraph style right there and wherever appropriate.
06:36Couple of problems, we can see that when we zoom in. The problem here is that
06:42the highlight has also included the trailing space and we don't want that. So I
06:48am going to need to go and modify my paragraph style. Drop Caps and Nested
06:53Styles and rather than this nested style going Through 2 Words, I want it to go
07:00Up To 2 Words, and if I turn on my Preview, turn it off and turn it back on
07:07again, we can see that, that fixes the problem.
07:10Now, you maybe thinking that, that underline around the type looks rather
07:15tight, and I'd agree with you. Unfortunately, I don't know if anyway where you
07:22can extend the highlights of the underline beyond the bounds of the text except
07:29to do this which unfortunately is a rather manual process kind of undermining
07:34the how alternation nature of this, and that's to insert a thin space either
07:39side of this and make sure that, that thin space also gets the right character
07:46style, so the keyboard shortcut for a thin space is Command+Option+Shift+M or
07:51Ctrl+Alt+Shift+M. I am going to add that there and then I want to do that, that
07:58doesn't actually take on the characters style, so I am going to select it and
08:05do that. So it gives a little bit padding either side of the text.
08:09Unfortunately, that does go against the grain of this whole automation groove
08:13that we were in. But with that minor caveat, I am sure you'll agree that nested
08:17styles can really speed up your formatting.
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Creating complex Nested Styles
00:00Okay, it's time to geek out and create some complex nested styles. I am in the
00:05document called nested_list, which is in the Nested and Sequential Styles
00:08folder. On the left hand side, I have my list. Each paragraph in that list
00:13contains four formatting attributes. We have the number in red, then we have
00:20the title in bold, we have the description in Regular and the running time in
00:23Red Italic. And we want to be able to apply all four of those attributes with a
00:29single click. I am going to select all of this text on the right hand side. I
00:33come over to my Paragraph Styles panel and click on that Finished paragraph
00:39style, and one-click does it all.
00:42So now we want to see how we create that. I am going to undo that, set it back
00:47to its raw state. And I am going to begin by selecting that paragraph,
00:54switching to my Character Formats and choosing my font point size. I am going
01:04to put a space before, and I will now create a paragraph style based upon that
01:12which I will call New List, just so it don't get confused with the one that we
01:18already have, and then click OK.
01:21New List, it's going to be a number list. So I need to create a character style
01:27that the numbers can use. I am going to deselect all my text and just go to my
01:33Character Styles panel, where I will create a new character style.
01:39Now, up until now, I have been creating my character styles by selecting the
01:45text and then going to new character style and placing my new character styles
01:49on the selection. Here, I am just going to go directly to creating the new
01:55character styles without actually seeing what they are going to look like until
01:59I get to apply them, but I know what I want. So this is a slightly quick way of
02:03doing things.
02:04So my number first of all is going to be Red and it's going to be bold. So I'll
02:16click OK to that. And now, I'll create another new character style, which I am
02:22going to call Title, and this is going to be Bold, and it's going to be all
02:33caps, click OK to that. And now from my Time character style, and this one is
02:44going to be Italic, and it's going to be red as well.
02:50All right, I now have all the components. I just need to put them together. So
02:57coming back to my paragraph styles, and I am going to edit new list.
03:04First of all, before we even get into the nested styles proper, let's add the
03:09numbering. So bullets and numbering, I want a numbers list, and I want my
03:16number list to use my number character style, and I do not want a period after
03:29the number. And I need to come down now and sort out the tab position. So I
03:35want to indent on the left by 1p6 points, and a negative indent of same amount
03:431p6 points and my tab position will then be fixed at 1p6 points. It's that one
03:51I want that looks a little bit too big and I think I want both to be just 1p0,
03:56that's more like it.
03:59Okay, then I am going to come to my Drop Caps and Nested Styles dialog box, and
04:03let me try and move this box out of the way, so that we can see things happen
04:10as I make the changes, I have my Preview checkbox Checked. All right, New
04:15Nested Style, first of all I want the title, Nested Style through 1.
04:26Now, here's where we are running to a bit of a problem, because all of my
04:32titles are going to be a different number of words, the specified number of
04:35words or characters that I can identify that will turn off this character
04:40style. So actually insert it into that text is an En space. Right there, that
04:48is an En Space. So I am going to choose through 1 En Space, and turn off my
05:00preview, turn it back on again, works beautifully.
05:04Now, I want to come to the end of the paragraph and just have the number appear
05:10in red. So what I want to do now is revert to the normal for the paragraph
05:16style. But, how do I try to turn the number on at this point? New Nested Style,
05:23and I am going to have None through 1 Sentence. Now admittedly, this is a
05:33little bit cumbersome because if you want it to turn off after two sentences or
05:37if you have some kind of abbreviation in your sentence that uses a period,
05:41InDesign is going to be very easily trip top.
05:45What you can do in such instances is you can kind of play it a bit fast and
05:51loose and put in multiple delimiters into this field. So I could put in a
05:55period or some other punctuation that may end a sentence like an exclamation
06:01point or a question mark. And then this instruction to apply no nested style
06:09will be turned off when it reaches the first of these delimiters. Now, in the
06:13case of the text that we have, it is just a single sentence. But, bear in mind,
06:18as clever as this is, it is also a bit like a house of cards, if one thing
06:24falls out of place, the whole thing comes tumbling down.
06:27Anyway, New Nested Style off to None and this New Nested Style is the Time,
06:35which is also going to go through -- I think 1 Word will work here. So let's
06:42see what we've got going on. Yes, that works, click OK. So there is my new
06:49list, nested style, I can now select the other two paragraphs, click on that to
06:57apply the formatting to those, and just to hammer harm that point about the
07:01delimiter, if I remove the period from that text then you'll see that things
07:08kind of fall out of whack and interprets this period that's actually part of
07:12the Time has been delimited to turn off the instruction for no character style.
07:19With that caveat in mind, you can usually work around it, but the nested
07:24styles, the more complex they are, also the more fragile they tend to be. But,
07:29if your text is consistent, then you can usually figure out a way of making them work.
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Using Sequential Styles
00:00Combining nested styles with sequential styles really takes the automation of
00:04your formatting to a whole new level. If you are working with text that follows
00:10a very consistent sequence, you can setup a sequence of styles so that you can
00:15apply formatting to all of those paragraphs with a single click. And that's
00:20what I did with this text on the left here.
00:23We have the title, we have the body text, we have the description, repeat for
00:28the second block and for the third. So I selected all and with one-click I was
00:34able to apply all of that formatting.
00:36Now, I already have my styles setup here but I don't have the next style
00:40parameter setup yet. So I just want to go through setting that up and then
00:45applying a style sequence to a rule of text. So I am going to go to my
00:50Paragraph Styles, and beginning with title, I am going to right-click on that
00:57or Ctrl-Click if you are on a Mac with a single button mouse, and I am going to
01:04come up to the Next Style option here.
01:07So the Next style of the title is going to be Body, click OK, and then I am
01:15going to go to my Body style. The next style of the body is going to be Info,
01:25and then I am going to go to my Info style, and I want to setup a repeating
01:30loop, because the next style after Info is going to go back to Title again,
01:35click OK. So if I did that correctly, I should be able to select all of this
01:41text. And going to the first style in the sequence, title, right-click on that,
01:48and come down to Apply Title, then Next Style, and we get a whole sequence.
01:56The caveat here is that like the nested styles, this type of formatting is
02:02rather fragile, and let's see what would happen if one of our descriptions say
02:09ran to 2 paragraphs, so I am going to put a paragraph break in there, and then
02:15go ahead and do exactly the same thing, apply that style sequence to this text
02:21and you can see that everything falls out of whack. So just bear that in mind,
02:27for this to work, you have to work with absolutely consistent formatting. But
02:37style sequences can be a tremendous aid when you are working with repetitive
02:43formatting of text.
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Combining Nested Styles, Sequential Styles, and Object Styles
00:00These next two movies are going to make your head explode because if we combine
00:04nested styles with sequential styles and object styles, our formatting is going
00:09to be so automated and our job's going to be so easy, so we are just going
00:13to have a lot more free time on our hands.
00:15I am in a document called Combining, which is in the Nested and Sequential
00:20Styles folder. And here, we see we have got a paragraph style that has a
00:26paragraph rule applied to it. It's in a gray box, it's followed by this
00:31attribution paragraph and it's surrounded by these quote marks that are in a
00:37character style.
00:38We want to apply all of that formatting with a single click. Choose my
00:44selection tool, click on my text, and I am now going to go to my Object Styles
00:50panel, and click on my Pull Quote object style and we are done.
00:57So what exactly is going on here? Well, I don't have time to get into object
01:01styles and there are other movies in the lynda.com Training Library that do. So
01:06I suggest that you check those out. But, I just want to mention for now that
01:10object styles are to objects, to items like boxes, what, paragraphs styles are
01:16to paragraphs and character styles are to text selections.
01:20So any attribute that you can apply to a box, you can incorporate into an
01:25object style. And in this case, very simply all I have done is incorporated the
01:32background color and a text insert to give some padding inside the text frame.
01:38Let's just take a look. So these are your Object Style options and I have a
01:44gray fill, and I have in my Text Frame General Options a text inset.
01:52Now in addition to that, what is formatting the text is this option right here,
01:59Paragraph Styles, because I am saying automatically apply this specified
02:05paragraph style to the content of that box. Furthermore, I am also saying,
02:12apply the next style.
02:15Let's now go and have a look at my paragraph styles and dissect these. So if we
02:20look at my Pull Quote paragraph style which is this one here, we can see that,
02:27this has been setup as a nested style where -- and I am just going to try move
02:32this out of the way, so that we can look at the text at the same time. I have a
02:38red character style that's called quote that's being applied to the first
02:43character. So that's I am counting for this here, Quote Through 1 Character,
02:48then No Character Style up to 1, and I've just typed in here the closing quote
02:55character and then I return for a third nested style quote through one
03:01character and that is the closing quote.
03:05Furthermore, if I come back to my General Paragraph Style options, we see that
03:10the next style for the Pull Quote is set out to be Attribution, and
03:16attribution, is this paragraph style right here.
03:20So this is a very handy approach. If you are working with a magazine or a
03:25newspaper where you are using this device of pull quotes, exerting a piece of a
03:30text as a visual teaser to your reader and you can apply all the necessary
03:35formatting with a single click. In the next movie, we are going to take this
03:39even further.
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Combining even more
00:00Back for more? Good. So let's see how we can take this a step further with that
00:04combination of nested styles, sequential styles and object styles.
00:09I am in a document called Combining1, which is in your Nested and Sequential
00:13Styles folder. On the left-hand side, we see the finished version and on the
00:17right-hand side the rule text. And if we just take a look at the finished
00:22version, we can see there is an awful lot of formatting there going on. We have
00:26a subhead that reverses out of a rule. We have got nested styles with the first
00:31word in bold, the name in bold and then more nested styles here that are making
00:38the date up here in bold.
00:40Now, what if we were able to apply all that complex formatting with a single
00:45click because this is a catalog situation, our text is following a rigid
00:51structure. So as long as it follows that rigid structure, we can nail it with
00:56just a single click, like so.
01:02Now, I have applied the catalog object style. Let's see exactly what's going on
01:08there. I am going to undo that for a second and we will look first of all at
01:15the object style definition for catalog.
01:17So edit catalog and the main thing that's happening here is the Paragraph
01:26Styles option. I am applying the 01_ Class paragraph style to the text that is
01:33in that text frame. Furthermore, I am applying the next style which in turn is
01:39applying the next style which is applying the next style and on and on and on
01:43until we get to the end of the sequence, then the last paragraph in that
01:48sequence, references the first style in the sequence and we have a neverending loop.
01:54So if we look at the Styles panel, I have for convince sake, set up my styles
02:04in a numerical order just so that I can see them, just so that I can keep all
02:08of this clear in my head. So if I look at 01_Class, the next style is body, if
02:15I look at Body, the next style is prerequisite etcetera, etcetera and then if
02:22all of that works, a single click is enough.
02:25There is one new thing here and that is the Dates. If I turn on my Normal View
02:33mode and I have got my hidden characters shown. So we can see how I am dealing
02:38with the issue of the dates. Now, it's important, for this to work, it's
02:42important that these dates be separated not by a character return, but by a
02:47line break because the next style is only going to apply that style to a single paragraph.
02:54So it's important that this block of text be recognized as a single paragraph
02:59in order for it to be recognized as such we need to have a line break or a
03:03Shift+Return there rather than a hard return.
03:07One other new thing is if we look at the definition of 05date, Drop Caps and
03:15Nested Styles. Where you can see that I have got the Bold character style
03:21applying Through 1 colon. So that's easy enough to understand and then, I have
03:27got no character style. So we are reverting to the normal for the paragraph,
03:32which is the regular Chaparral Pro, and then I have this option to Repeat.
03:38So that instruction is repeating until the end of the paragraph, which is how
03:43we are able to have a different number of dates for each entry and still get
03:49away with applying a style sequence.
03:54Now, while this maybe a bit over the top perhaps, remember, most documents
04:00follow a structure, so if you can keep that structure consistent which is a
04:05good idea for other reasons as well, then you can take advantage of applying
04:10your styles by applying an object style and then including in the object style
04:16definition. The instruction to apply a paragraph style to the content of the
04:21text frame, which can then set off the style sequence.
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17. Working with Text Wraps
Applying a Text Wrap
00:00In this chapter we will be working with Text Wraps. Text Wraps are very easy to
00:04apply, but we are not going to be going into how to apply a text wrap so much
00:09as some of the problems that may result from putting a picture in the middle of
00:13your text and asking your text to run around it, bad word spacing problems. We
00:18are also going to be looking at the preferences that relate to Text Wraps.
00:22I am in a document called Textwrap in the Text Wrap folder and here I have two
00:27columns of text, which I have finessed to get rid of any bad composition
00:32problems. You may remember the H&J Violations preference from an earlier movie.
00:37I have that turned on. Let me just remind you where that is. In our
00:42Preferences. For Windows users, that's under the Edit menu > Composition > H&J Violations.
00:49Now, with this turned on in a Normal View mode, I am going to see highlighted
00:53in yellow any spacing problems. I don't currently see any. When I go and get my
00:59picture here and then drag that into the middle of my text, we can see it
01:06already has a text wrap on it. I am going to go to my Text Wrap palette now,
01:10which is under the Window menu. It has this third type of text wrap applied,
01:17Wrap around object shape, but it's actually wrapping around the contours of the
01:21bounding box rather than the shape itself.
01:24So I need to change my contour options first of all, and I have two options
01:29that will work in this instance. Detect Edges because the image is on a flat
01:36wide background or Alpha Channel because the image has been prepared in
01:40Photoshop with a Layer Mask or Alpha channel. I am going to choose this one,
01:46and now we see the text wrapping around the image, and we also see some spacing problems.
01:53To avoid bad word spacing like this, you might just want to design around the
01:57problem and by that, I mean rather than placing your text wrap in the middle of
02:01the two columns, what are few words to place it offset like so, so that it only
02:08interferes with one of that two columns and that's going to be far less of an
02:13impediment to reading. And arguably, more visually interesting as well, because
02:18it breaks out of the rectilinear grid of the two-column layout.
02:23Now, we still have bad word spacing problems as indicated by the yellow
02:28highlighting. Let's see how we can finesse our text wrap and see if we can get
02:32rid of, if not all, then at least most of these. I am going to zoom-in, now
02:40using a combination of nudging my text wrap around, sizing my image holding
02:49down Command+Shift or Ctrl+Shift. I am pulling from one of the four corners of
02:55the text frame. I am hoping to at least reduce the dark-yellow to a
03:03light-yellow.
03:03Now, if this isn't working, another line of defense that I have is to reduce
03:17the amount of offset. Now, when you are wrapping around an object shape, that
03:23offset amount is uniform around the shape. I am going to reduce that to 6
03:30points, and that definitely helps, a bit more nudging. When doing this, you
03:37will likely find that fixing one problem creates another, and just a very small
03:43nudge can make quite a difference.
03:45Now, if we look at the bottom of the image, it appears that the text wrap down
03:50there is substantially larger than around the rest of the image. Let's look at
03:57page in Preview View mode. So I am going to press W, and it's this space down
04:04here I am talking about. I find it helps to work with the grid on, that way you
04:09can see the increments of your type and move your image accordingly.
04:16Although, I have to say it's not helping me too much at the moment. So what I
04:22want to do now is switch to my Direct Selection tool, I will press A, and then
04:29click on my image, and now I want to manually finesse this text wrap outline
04:36and to do that, I am going to use my Pen tool. And I am going to delete some of
04:43these anchor points down here with the objective of trying to get more type
04:50into this space below the duck.
04:54Now, what I am doing is deleting and adding anchor points as necessary. I am
04:59going to add one right here. When I use my Pen tool and click on an area of
05:03this path where there is no anchor point, I add one, and to modify that anchor
05:08point, I hold down my Command key or my Ctrl key if you are on Windows, and
05:15then I can pull that anchor point around.
05:17Now, these three anchor points here, I want to delete those. That one, if I
05:26were to delete it, I would get a straight line connecting this one with this
05:30one. So instead deleting it, I am going to just pull it up a bit like so, and I
05:36am able to tuck in that type underneath there, and I think that's about as good
05:41as we are going to get it.
05:45Let's zoom out, switch to Preview View mode, deselect the duck, and that looks
05:49like a fairly uniform wrap around that object shape without too many bad word
05:55spacing problems.
05:56Although, I do have upon reflection two consecutive hyphens here, and I think I
06:03want to avoid that. So I am going to place my cursor in the story right there
06:09and I am going to insert a discretionary hyphen in front of the word Picture.
06:13Command+Shift+Hyphen to prevent that word from breaking and quite fortunately
06:22that seems to solve many of the problems we are having. I am also going to try
06:26the same with this word here accurately, my cursor in front, Command or
06:31Ctrl+Shift+Hyphen.
06:35Let's evaluate how many word spacing problems I have by going back to my Normal
06:41View mode. Well, you can't make an omelet without breaking some eggs, and well
06:46I am certainly not crazy about this here. At least we do not have any word
06:54fragments and the spacing around the object itself is relatively uniform.
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Making items ignore the Text Wrap
00:00What can we do when we have some text frames that we don't want to be affected
00:03by the Text Wrap? I am in the ignore_ textwrap file in the Text Wrap folder and
00:08on my pasteboard, I have a caption that I want to place on top of my image.
00:13When I drag my caption over and drop it on top of the image, we see that it
00:17disappears. This is because just like the other text, this caption is being
00:22repelled by the text wrap that is on the duck.
00:24So I am going to zoom-in just to get a closer look at what's going on. Now, is
00:30this is an issue of layering? No, it could be but it's unlikely and it's not in
00:35this case. If I go to my Layers panel, we see that I have my duck on a separate
00:42layer, and that layer is actually beneath the Layer 1, that contains my text.
00:48And we can see from the blue outline of the frame edge of the caption that,
00:54that caption is on the Text Layer.
00:55So it is higher in the stacking order and yet it is still being affected by the
01:00text wrap. Well, the solution is this. We come to the Object menu and we choose
01:06Text Frame Options and Ignore Text Wrap, and then just that particular Text
01:12Frame is unaffected by the text wrap.
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Using Text Wrap tricks
00:00This movie is about simple and effective text wrap tricks. I am in a document
00:05called Text Wrap Inverted in the Text Wrap folder and I have my text wrapping
00:09around this Z character. First thing I want to point out is how uniform the
00:14offset is from the character to text, and this achieved partially by working
00:21with my baseline grid turned on.
00:24I am making sure that I size my object to a baseline grid increment. If I just
00:29resize this slightly, you can see how now the offset becomes inconsistent with
00:35more space at the top than on the sides. So I am going to Undo that, Command or
00:40Ctrl+Z and let's zoom out, and I am going to hide my guides by pressing W to go
00:46to my Preview View mode.
00:49Now, with this shape we can do a number of interesting things. I am going to
00:52open up my Text Wrap palette, Command+ Option+W or Ctrl+Alt+W, and in CS3, we
01:00have a few more Text Wrap options than we did in previous versions because as
01:05well as wrapping on Both Left and Right sides, we can do it on the Right or on
01:11the Left. I am going to put it back to Left and Right, and now I am going to
01:15turn on my Layers and I see that I have my Z character on a separate layer
01:23which I can hide, creating that interesting hole, and the reason it does that
01:30is because of the way my layers are behaving.
01:32I am just going to double click on the Layer and we see there is this option
01:38Suppress Text Wrap When Layer is Hidden. If I turn that on and then hide my
01:46layer, my text will reflow. Now, the object around which it was wrapping is no
01:51longer there.
01:52Typically, you want the text wrap to be on -- and even though the object is not
01:58visible and that allows us to create this interesting effects. In a similar
02:04vein, I can do this. I can select my text wrap object and then invert the text
02:10wrap. Now currently, the text is running with inside this shape, but we can't
02:15see it because the shape is in the way. But, if I hide the shape, then we do see it.
02:21However, I will remind you that text wrap offset amount was 0p8 or 8 points,
02:28which is meaning that it is now functioning as an inset which is why that Z
02:32shape looks so skinny. So I am going to set that to 0, and then turn it off. We
02:40now get the text wrapping in this rather interesting shape.
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Setting Text Wrap preferences
00:00We will look now at the preferences relating to text wraps. I am in the same
00:04file I was in for the last movie ignore_textwrap and if you saw that you
00:09remember that, the way I managed to put this caption on top of the duck was to
00:14choose Ignore Text Wrap from under the Object menu > Text Frame Options. But
00:21there is another way. I am not sure it's a good idea, but let me show you anyway.
00:25Preferences > Composition or Edit menu > Preferences > Composition, if you are
00:31at Windows. And the preference I am referring to is this one, Text Wrap Only
00:37Affects Text Beneath. Now, when I check this, things are going to change and
00:44they are going to change because my picture is not above the text in the
00:49stacking order.
00:49So in order for my text wrap to take effect, I am going to need to move it from
00:54the layer that it's currently on and my text wrap takes effect once more and if
01:04I drag the caption over, that is still being affected by the text wrap and we
01:08don't want it to be.
01:08So if I come up to my Object menu and choose Arrange, I can bring this to the
01:13front, in which case it's no longer being affected by the Text Wrap, because it
01:18is above it. Is this a good idea? No, because by doing this, it's going to
01:23require our images be above the text in the stacking order and typically, we
01:30don't want that to be the case. It can cause some problems with transparency,
01:34which is a whole other issue.
01:35But, we want to make sure for the most part that our text exists on a layer
01:42above our images, and that's not going to be possible with this approach. That
01:46preference is only there. So that when you convert a document from QuarkXPress
01:51which implements it's -- what it calls run around in this way that InDesign can
01:57honor the settings of the Quark file.
01:59I suggest we leave that off and if you do want something to ignore the text
02:04wrap, then you do as we did before. Object > Text Frame Options or Command or
02:09Ctrl+B, and choose this option, Ignore Text Wrap.
02:14The second text wrap preference I want to talk about is called Skip By Leading.
02:18I am in a file at the same name in the Text Wrap folder, and I have this red
02:23rectangle in column two around which there is a text wrap and that's causing
02:29the text beneath to falloff the leading increment meaning that we do not align
02:34our baselines across columns.
02:37So there are two solutions I can adopt here. One is to change my preference. I
02:42am going to come up to my InDesign menu > Preferences > Composition or if I am
02:48on a Windows machine, that's Edit > Preferences > Composition, and I want this
02:53one, Skip by Leading and click OK, and you will see that, that will knock the
03:00text beneath the wrapping object down to the next full leading increment.
03:07Alternatively, I am going to undo that to set the preference back to the way it was.
03:12So as long as I make sure that my graphic is cropped to a specific leading
03:18increment which it currently is and that my text wrap amount, I am going to
03:25leave it on the top because that's fine, but on the bottom, I am going to set
03:30it to my baseline grid increment which in this case is 9 points. That's the
03:35leading of my body text. When I set that to 9 points, that will force the text
03:41down onto the next baseline grid increment and so aligning our text across columns.
03:48A third text wrap preference is whether or not to justify text next to a
03:53graphic that has a text wrap? I am in a document called Textwrap_justnextto
03:58from the Text Wrap folder. I am going to zoom-in on this. There are two points
04:03about this; one is that this preference applies only to a graphic that has a
04:10text wrap that has been placed in a single column of text which makes this
04:14preference in the overall of scheme of things not that important because it's a
04:19very bad idea to do this anyway.
04:22We can see here why it's a bad idea because the I is not going to jump from
04:28there to there, but rather carry on down and you may have looked at this
04:32initially and so well this is two columns of text. It's actually a single
04:36column of text. So we are really compromising the readability here
04:41significantly. But, if we really want to do this, then let's just take a look
04:47at the preferences I am talking about.
04:51Composition and it's this one, Justify Text Next to an Object. Now, when I
05:00check that, and press Return. Well, we can't see a tremendous amount of
05:05difference. This line here has become justified, even though the alignment of
05:11my text is left aligned, as we can see from the ragged edge on the right. Let
05:17me just move this down a bit and perhaps we can see more of a difference
05:22elsewhere on the line. So there, we had a smooth right-hand edge, and if I go
05:27to that preference again, turn it off, and now we have a ragged edge.
05:34The purpose of this is to make sure that the integrity of the shape around the
05:40object is maintained by justifying this line right here. But, as I said, it's
05:46rare that you would want to do this, so this preference doesn't really have
05:50that much practical use.
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18. Working with Grids
Understanding column grid strategies
00:00Welcome to the chapter on working with baseline grids and we are going to begin
00:04by looking at how to divide your page up into columns and some strategies for doing so.
00:09So to demonstrate the column grid strategies, I have three different versions
00:15of a magazine layout, each a two page, facing pages spread. The first example
00:20uses three columns of equal width. A fairly straightforward approach, and when
00:25I turn on my guides by pressing W, you can clearly see the structure of this document.
00:30I am now going to switch to a five- column version where the column divisions
00:36are less obvious. When I turn on my guides, we can see that the outer columns
00:41are used on the right-hand page for an Info box, and on the left-hand page for
00:45a byline and they also provide some visual relief and wide space.
00:53In this one, the seven column version, each of my text frames of the story
00:57occupies two of those seven units and the narrow column which moves in
01:02position, it's flexible is used here just as wide space, also is used to
01:08accommodate a portion of this picture and this picture.
01:12Now, I will turn on my grid, and there we have the seven columns each text
01:16frame of the story occupying two of those seven units. So when you think the
01:21only obvious in the number of columns you choose, you have the flexibility to
01:25incorporate wide space into your document and variation and at the same time,
01:30achieve a good degree of consistency and readability.
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Setting up a baseline grid
00:00While columns divide your page vertically, a baseline grid will divide your
00:04page horizontally into increments that correspond to the leading value of your body text.
00:10Let's take a look at the benefits of using a baseline grid. A baseline grid is
00:15going to ensure that the baselines of your type align across columns making
00:19them most useful when working with multi column layouts.
00:22They encourage consistent spacing between text and graphical elements. They
00:28take the guesswork out of placements of elements relative to each other and
00:32they are going to give you a cleaner more structured look to your documents.
00:36When setting up a baseline grid, it's very important that you bear in mind that
00:40the total amount of spacing for every paragraph that is going to be aligned to
00:45the grid equals the baseline grid increment or a multiple of the baseline grid
00:50increment, and by total amount of spacing, I mean the Leading Value+Space
00:54Before+Space After.
00:54So I am in the document Southbank in the working with grids folder. A six page
01:03three facing pages spread document with a number of spacing problems. Let me
01:10zoom-in down here so that we can see two columns side by side, and when I draw
01:17down a guide, we can see that our baselines are not aligning across columns.
01:22That's certainly one of the things we are going to fix.
01:24Now, to set up the baseline grid, there are three things involved. The first is
01:30to turn the toolbar on, the second is to set your Grid Preferences and the
01:34third is to align your text to the toolbar.
01:37So I am going to begin by turning the toolbar on, View menu > Grids and Guides,
01:42Show Baseline Grid. Now, if your toolbar doesn't become visible even though you
01:47have turned it on, it's because your View Threshold is below the stated View
01:52Threshold in the Grids preferences.
01:54Let's go and see what I mean by that. Grids and it's this one. This is the size
02:00at which your girds will become visible. Now, it just so happens on this
02:04monitor that my fit in window size is below that Threshold View.
02:08So I am going to change that and make that 70%, so that at Fit In Window view,
02:13I will see my baseline grid. I want my toolbar to start counting off at 0
02:18relative to the Top Margin rather than The Top of the Page, and I want the
02:23Increment Note of that toolbar to be 12 points, which is the same as my Body
02:28text leading or at least I think it is. We are going to find out that my Body
02:31text is not set to 12 but should be.
02:34I am going to change the color of my toolbar to something that is not too
02:38obtrusive. Light gray. There is also this preference here, Grids in Back. I
02:43like to have that unchecked, so that I see my grids on top of my graphics. I am
02:48now going to go ahead and click OK, and I can see my grids, step number three,
02:53I need to align my text to my grids and this is going to involve redefining or
02:59editing the definition of my body style.
03:02So I am going to right click on body in my Paragraph Styles panel and come to
03:07Indents and Spacing where I have the Align to Grid option and I want to align
03:12All Lines to the grid, at which point everything goes completely haywire, and
03:19that's because I was mistaken about the leading of my body text. My leading for
03:24my body text is actually 12.5 points, meaning that it misses the first toolbar
03:30increment of 12 points and jumps to the next; effectively I have body text on
03:3524 point leading because the baseline grid overwrites my body text leading value.
03:40To fix this, I am going to edit my body style again and make sure that my
03:45Leading Value is the same as my baseline grid and now when I scroll down, I
03:52should be able to see that across columns my baselines align beautifully.
03:56Now, there is one other thing I want to do here. Since we have a grid, I want
04:00to crop my images to a specific grid increment. If we look at the bottom of
04:05this image here, we can see that it's neither a one-grid increment, nor
04:10another. So I am going to select the image and then I am just going to pull
04:13that up ever so slightly or down, and I can feel it snap to that grid increment.
04:21Now, that's ensuring that in combination with my text wrap value, let's just go
04:25and check that out, Apple+Alt+W, my text wrap value, the offset beneath is 24
04:31points, twice my baseline grid increment, a multiple of 12. So that's good, and
04:37then I want to do the same for all of my images. I want to zoom-in and just
04:44make sure that they are exactly on a baseline grid increment, scroll across and
04:51I will do the same for this one.
04:54So the spacing between my images and my text is in this case 24 points, a
05:00multiple of my baseline grid increment. I could, if I wanted to make it 12,
05:04that will be fine too. I have got enough space that it's going to work with
05:07twice that value of 24.
05:10Next, we are going to see how in certain instances it maybe preferable to use
05:15that other option that we caught a glimpse of in Align to Grid which is align
05:19first baseline only.
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Aligning the first line only
00:00A baseline grid is a very rigid taskmaster. There are certain categories of
00:04paragraph that are just not going to align to your grid easily. So don't even
00:08bother trying, but there is the option to align the first line of such
00:12paragraphs to the grid.
00:13I am in the document Align First in the Working With Grids folder, Zoomed-in to
00:18the bottom of page four and here we have a caption paragraph. The leading of
00:24the caption paragraph does not meet our required formula of equaling the
00:30baseline grid or a multiple thereof. It is on 9 point leading and that's
00:36because the text is 8 point.
00:37So making this 12-point leading is just going to air it out too much. Let me
00:42see what will happen if we choose to align it to the grid, with All Lines that
00:52just opens up too much. So we want to keep this tightly leaded and if we choose
00:57this option Align First Line only, then that's going to give us the possibility
01:02of just making sure that the first line of that paragraph at least will align
01:06with the text in the adjacent columns. So that's the option of aligning the
01:10first baseline of paragraphs where the spacing in those paragraphs is not going
01:15to equal or multiple of your baseline grid.
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Determining the size of your type area
00:00When working with baseline grids, it's good to keep things nice and tidy and
00:04have the last baselines of your type sit snugly on your bottom margin.
00:09The only way to achieve this is to make sure that the height of your type area
00:13is an exact multiple of your baseline grid increment. I am in a document called
00:18setupgrid in the Working With Grids folder and I have a three-column layout,
00:2110-point type on 12 point leading, with that type aligned to a 12-point grid.
00:29When I zoom in down the bottom here and I click on any text frame, I see that
00:34even though it extends to the bottom margin, there is not enough room for the
00:38last line of type to sit on the bottom margin. The height of my text area is
00:43645 points. Now, I am going to get a Calculator and type in 645 points and
00:51divide that by 12 and then come up with 53.75.
00:56So I have enough height for 53 and three quarter lines. I can either go to 54
01:02lines or 53 lines. I am going to leave it at 53 lines, which is where we're
01:07currently at, and I am going to bring my bottom margin up to that last
01:11baseline. So I need to add three quarters of a line, remember our leading
01:18increment is 12 points. So three quarters of twelve is 9 points. I need to add
01:23three quarters of a line, 9 points to my bottom margin.
01:29Now, before I do this, I want to make sure that my Layout Adjustment is
01:32enabled, so that my text frames adjust accordingly. Then, I am going to go to
01:38my Layout menu, to Margins and Columns, and I want to add 9 to 75 which is I
01:47know 84, but I am just going to do it this way to be fast. Plus nine, click OK,
01:54and now my bottom margin grows and the last baselines of my type sit snugly on
02:00that bottom margin.
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Customizing baseline grids
00:00Custom baseline grids allow us to use more than one baseline grid increment in
00:05the same document. I am in the file custom grid in the working with grids
00:09folder, and here we have a layout where the body text is aligned to a baseline
00:15grid of 12 points.
00:16I am going to turn on my baseline grid by pressing W to go to my normal view
00:21mode, and we see our baselines aligned across columns. And then down here we
00:26have this informational box, which has different leading increment. We also
00:31want this to align to the grids, because we want the three columns of type in
00:36an information box to align across the grid, and currently we see if I draw
00:41down a guide that they do not.
00:43Okay, so how do we make that happen? Firstly, if I were to try to make my
00:49sidebar paragraph style which is applied to the text in this box, aligned to
00:54the grid, then it will align to the 12 point grid, which is going to increase
01:05the leading of the sidebar style, something that I don't want to do. The
01:08sidebar is on the leading value of 10, and baseline grid increment is 12.
01:13Now because this is in a separate text frame, I can apply a custom grid to this
01:18specific text frame by coming to my object menu, and choosing text frame
01:22options. Click on the Baseline Options and choose Use Custom Baseline Grid, and
01:29I am going to start at the zero point, Relative to my Top Insert, and specify
01:35the leading value of the Subhead style which is ten. And we see that that sorts
01:41out that problem, and we also have a grid now indicated at 10-point increments
01:47in this text frame.
01:51Now here is a reprise of the align first line only feature working with grids.
01:56This picture caption, I want to align with the baseline of the type in columns,
02:02one, two, and the again, the problem with this one being that if I were to
02:06align it, that is going to overwrite the leading value which is too big. I want
02:12to retain the tight leading value on the caption. So instead, I am going to
02:19align, First Line Only, which will put the first baseline of that paragraph on
02:26the leading grid, and then the subsequent lines will follow.
02:30So there we see two more features of working with baseline grids. The ability
02:35to apply a custom baseline grid to a specific text frame, and the ability to
02:39align the first baseline only of a paragraph, which does not share the body
02:44text leading to the grid.
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19. Type Effects
Typing on a path
00:00Welcome to the chapter on text effects and let's begin with a simple one, type on a path.
00:04I am in a document called pathtype in the Text Effects folder, and here we just
00:08want to create a path of type that follows the shape of the graphic. So I am
00:14going to go to my Layers palette, and turn that off, so that we can recreate
00:19it. Now to begin with, I need to draw the path, and I am going to do this with
00:23my pen too. If you have never used the pen tool before, it is pretty tricky.
00:28What I want to do is click, and then drag, and click and drag to create a curve
00:35that replicates the shape of the London Eye, like so.
00:41Alternatively, I could, if I didn't want to use the pen tool, I could perhaps
00:48try working with an ellipse. Such as this one here, and then may be put the
00:53center point of the ellipse at the center point of the wheel. Hold down my Alt
00:57key or my Option key, and drag out ellipse, and things are going to be little
01:03bit crazy there. Then I will use my free transform tool, and just kind of shape
01:14that to replicate the shape of the wheel, and that's probably good enough I
01:22think. And I am now going to choose my Type on a Path tool, same tool spaces
01:34the type tool, or you press Shift+T. And then you will notice that when I hover
01:41over that path. I get a plus symbol next to the type cursor. When I say that
01:47click to locate an insertion point, and start typing.
01:51All right, I'll put in my type, and I am now going to format my type, exactly
02:03the same way as I would format any type. I am going to make it upper case.
02:12Command+Shift+K, or Ctrl+Shift+K. Let's give it a little bit of tracking as well.
02:19Now to move my type around my path, I want to get this point here. Let me zoom
02:27in so we can see clearly what I am talking about. This point that marks the
02:32beginning of my type, I want to slide that around, and I can chase my type
02:36around my shape. And I think I am going to leave it about there. Let's maybe
02:47make it white. So I am going to come to my Swatches panel, click on my
02:52formatting effects text icon, and then click on Paper. Now you are probably
02:58thinking well, we don't want to see that black line around the ellipse, and you
03:03are absolutely right. Of course, we don't. So I am going to switch to my direct
03:08selection tool. This path has now served its purpose. I am going to select it
03:13with my direct selection tool. Come down here, select the stroke property and
03:18then press my forward slash, or from my swatches panel click on, none, and that
03:23is going to go away, and there is our finished result.
03:36So this is definitely challenging readability, but I have here type wrapping
03:41around the shape of an 'S'. To create, what I think is a fairly interesting look.
03:47Okay, so how do we do this? I am going to select that, and just move that over
03:53on to the paste board, and choose my type tool, and I am going to click and
03:58drag. Type in my 'S'. Now my S, I am going to format in Trajan Pro. I will
04:06start off with 36 points. Return to my selection tool, I am going to fit my
04:18frame to my content. That's Command+ Option+C. And now I am going to scale that
04:27text frame. Command+Shift or Ctrl+Shift, and pull from one of its four corners,
04:35so we get an S, a nice, big, graceful S.
04:38Now so that I can put type around that, I am going to need to convert this to
04:44outlines. Create outlines, and then I want to see the outline of the S for a
04:55while, but the fill is a bit distracting. So I am going to swap my Fill and
04:59Stroke, like so, and now I am going to come over to my type here. Select that.
05:08Command or Ctrl+A, Command or Ctrl+C to copy that, and then choose my Type on a
05:16Path tool, and I want to start about here, and set my cursor on my path.
05:27Command or Ctrl+V to paste, and I am now going to switch back to my selection
05:35tool. And I have got these two markers here. If I get this one to the right and
05:43stop moving that, then it is going to chase the type around the shape. And this
05:51one marks the outer limit of the story, which is not yet being reached.
05:56So actually I want to bring that down, that's the end of the story. This is the
06:03beginning of the story, and I am going to start it all about there. And I am
06:09going to break this up into bite size chunks, and insert some N spaces between
06:22them. So that is Command+Shift+N, and to move the next path around to there
06:32where -- I want to avoid the type jetting out and white is totally unreadable.
06:37Now right now if you don't mind twisting your head, I think that's fairly
06:45readable. I place my cursor there. Again, separate it with some N spaces, and
06:56out there, chase it around to about that point, and now I realize that I have
07:10got over set text, so I need to get this end marker and drag that out to there,
07:15and I will select that. And of course the last thing I need to do, is I want to
07:28select the S again, and make sure that it has no stroke. And I think I'll call that done.
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Typing on a circle
00:01Also path type, but with its own set of issues, is type on a circle. I am in a
00:07document called type on circle, and this is our finished product, and what we
00:11aim to do here, is recreate his circular type above a below logo. I have my
00:17Layers panel opened, and this circle type has been added to distinct layers.
00:25And if you are working along with me, you can turn these layers off, or you can
00:30throw them away. I am just going to turn them off, and we are going to recreate
00:34them. And I am going to recreate these circle type elements on new layers.
00:39So I am going to create a new layer, and I am going to call this first layer,
00:45top circle. I want to make sure that that layer is targeted. I am going to
00:52select now the gradient layer, so that I can see the center point of this
01:00circle, and making sure that I don't actually draw on that layer. I am just
01:06going to mark that center point with some guides like that, and then I am going
01:13lock about the inner and the gradient layer. And I am going to do that just so
01:18that I can't interfere with the content of those layers. Coming back to my top
01:22circle layer, choosing my ellipse tool, coming to this marked center point, I
01:27am going to hold down my Option key or my Alt key to draw the circle from the
01:32center, and my Shift key to constrain it to a perfect circle. And then I am
01:38going to make it about so big.
01:40Now I have got a Fill and a Stroke on that circle which I don't want. So I am
01:46going to press the slash key. It gets rid of the fill. And then I am going to
01:52press my X key, which makes the stroke property my active property. And I am
01:59not getting get rid of it, I just want to keep it around for a while. But I am
02:01going to make it black. Ant then as soon as we got some type on that circle, we
02:07will make the stroke of the circle none. I am going to come to my pathtype
02:12tool, and once again we see that plus symbol indicating that I am about to
02:17enter type on the path, and here is the text that I am going to insert,
02:27superior quality or natural ingredients, and punch formatting that needs to be
02:37done this. It doesn't really matter in which order you do it. I am going to
02:40select the type, Command or Ctrl+6 to jump up to the font menu. So I changed
02:56the point size, I made it all caps, and I am also going to give it some
03:01positive tracking.
03:02Now to determine the alignment of that type, come up over to my paragraph
03:09formats, come to center alignment, and then if this happens, if it goes to the
03:15bottom of the circle, come down here and get this tick mark at the bottom
03:20center of the circle, and then chase it around until you bring it up to the
03:26top, like so.
03:29Now just in case you run into this problem, if you pull back tick inside the
03:35circle, that's going to happen. So to go in the opposite direction, just get
03:41that tick and pull it outside the circle. And I am making sure that that tick
03:45is exactly on that guideline there, marking the center point of the circle. And
03:49one thing I forgot to do is make type white or in InDesign terminology, Paper.
04:02And I think that's enough for a top circle. Let's now turn the stroke of that
04:11circle to none, or one more thing, I like it run them regular, I will bold.
04:17All right, having done that, to get this type on the bottom of the circle, I am
04:22going to duplicate this, and I am going to duplicate the whole layer. I am
04:26going to come back to my Layers panel, and choose Duplicate Layer Top Circle. I
04:33am going to change the color of it to a color that is not currently being used,
04:37Magenta would be fine, and I will call it Bottom Circle.
04:44Now I'm going to lock the top circle so that I can't interfere with it. Click
04:51on the bottom Circle, and then I am going to drag that tick down to the bottom
04:57and inside the circle, like so. I will select the type, and now I am just going
05:06to type over the real content for the bottom of the circle. Turn off my guides,
05:23and I think we are done.
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Understanding offset outlines and gradients
00:00Here is a popular favorite gradient type. I am in the file Gradient, and we
00:05have two gradients applied to two pieces of text. Let's recreate one of them.
00:09I am going to choose my Type tool and click and drag, type in my text, select it,
00:22put it in the font that I want, which is Trajan Pro, increase the point size a
00:26bit, Command+Shift+>, and then to scale up quickly, Command+Option+C or
00:35Ctrl+Alt+C, and grab one of the four handles, Command+Shift, click and drag.
00:44All right. There is my type. Now let's go and create my gradient, I'll do that
00:48using my swatches panel, new gradient swatch, and what I see down here reflects
00:56what I was last doing in the new gradient swatch box, and I am going to start
01:03out with just a two color gradients. I am going to drag that third color off
01:08from the bottom of the gradient ramp. Select my starting color, mix it, click
01:15on my ending color, mix that one. Now should I decide that I want a third
01:26color? Click down there, and let's see where am I going, that looks right, okay.
01:40Now I am going to add that gradient to my swatch palette, but before I do that,
01:46I am going to give it a nine, and in doing that I seem to have lost my type for
01:56no good reason. I am going to increase the size of that text frame to get it
02:00back. And I am going to remove that stroke that I managed to put on the text
02:05frame by mistake.
02:07Now I am going to click on my formatting effects text icon. I am going to make
02:11sure that my fill property is upfront, and then click the gradient that I just
02:16made. To change the direction of the gradient bar I just made, to change the
02:20direction of the gradient, I will choose my gradient tool and swipe over my
02:23selected item in the direction that I want the gradient to go. Select the side
02:29or I will pull down.
02:32Now the anything I did different for this example here, was use a gradient that
02:37has six color stops on the gradient ramp, in addition to which I put a stroke
02:44around the type, to give the type shapes a better definition. I will not that
02:48with this one here. Select it. Click on my formatting effects type icon, click
02:54on my stroke icon, and then I am going to make that black. That's a bit too
02:58thick, so I am going to come up to here, and reduce that to a white of one
03:04point. Okay, there we have it, gradient type.
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Creating a custom ligature
00:00In an earlier movie, we talked about ligatures, and how they are two more
00:04characters fused together to form a single character.
00:06Well, using the Pathfinder effects, we can make our own ligatures in InDesign.
00:13This technique maybe useful if you are working on a business card, and you want
00:16to use someone's initials to form a single character, as I have done here with
00:22an H and a B. And as starting point for this, are these two text frames down
00:28here. With each with a letter in them, H and B, and I am in the file called
00:34customligature, which is in the Type Effects folder.
00:37Now I am going to zoom in on these two letters, and it is important that they
00:45be in separate text frames. Now I am working with Futura Medium here, and for
00:51this effect to work in this context, we need to be working with a very
00:55geometric font, so that when we align them together, we are not going to see
00:59any bumps along the edges of the joint. So I am going to move that over, like
01:06so, just slightly overlap it. I think I am going to put it about there, at
01:12which point I am then going to select both, choose create outlines, and come up
01:18to the object menu, Pathfinder, add. Having done that, that is now one shape,
01:25and if I swap my Fill and my Stroke, we can see there the outline of that shape.
01:36So that's making your own custom ligature.
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Creating interlocking type
00:00Here's a core technique to create Interlocking Letters. I am in the document
00:05called intersect in the Type Effects folder. Here we see the finished version
00:09and beneath this is our work in progress and what we want to do here is we want
00:14to make this beautiful ampersand, which is in Adobe Caslon Bold Italic, is we want to
00:19make this interlocked with the are, so that it goes through the counter of the R.
00:25Now in order to make this happen both the word Despair and the ampersand that
00:30interlocks with it need to be converted into outlines. The word Despair is
00:35already converted, I am now going to do the same to the ampersand, come up here and
00:41choose Create Outlines. Then I am going to select both, and because they are
00:47about to disappear when I interlock them, although vast majority of the letters
00:51will, I am going to make a copy, Command or Ctrl+C and I am copying those to
00:57the clipboard. Then I am going to come back to the Object menu and choose
01:01Pathfinder > Intersect and all I am left with is the intersection of those
01:07letters. So that I can work on these different elements of the intersection
01:14individually, I am then going to comeback to the Object menu and choose Paths >
01:22Release Compound Path.
01:24Now I am going to paste back my original copy of the word Despair and the ampersand and
01:29I am going to paste in place so that it goes exactly where it came from and I
01:36want to put it behind those intersected elements. So I am going to come to the
01:39Object menu and choose Arrange > Send to Back. I am going to click outside of
01:46that to deselect it and then choose my Direct Selection tool, zoom in, and
01:50click on that, the intersected piece, and I will choose my Eye Dropper and then
01:59click on this the color of the R to apply that color to that interested piece
02:06and there is my interlocked type.
02:09Now if for whatever reason when you get in really close, you find as I am
02:15finding there the things don't quite line-up. Then go to your Direct Selection
02:22tool and although this makes theme a little bit half baked, I am going to
02:26select that anchor point and I am going to pull it down ever so slightly there
02:30and there to make sure we have no areas of white showing behind that. Let's
02:41zoom out and take a look at that and there we have our interlocking ampersand and R.
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Creating see-through letters
00:00Here's a technique that allows us to knock letter-shaped holes through objects,
00:06so that we can see whatever is beneath. I am in a file called compound, which
00:10is in the Text Effect folder and it's called compound because this involves
00:14using a compound path. Here is that objective, this here. So you see as I move
00:21this around we are able to the image beneath.
00:26So I am going to go to my pasteboard, where as luck would have it, I have got
00:34these two elements pre-prepared and I am going to move those over into my image
00:39like so. I will now press W to hide my margins. So I have a letter in a text
00:47frame on top of a circle. I need to select the letter, go to my Type menu and
00:53choose Create Outlines. Having done that, I extend the selection to include the
00:58circle and I come out to my Object menu and down to my Pathfinder options and
01:04choose Subtract, and this is going to subtract the front most shape from the
01:09shape that is beneath it, like so. So now I can move that around and see the
01:15sheep through my B.
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Using type as picture frames
00:00Here's an oldie but a goody, using type as picture frames otherwise known as
00:05making a type mask. I am in the file Typemask in the Text Effects folder and
00:10obliviously what I want to do here is put the picture inside the text shapes
00:14and I have each word as a separate text frame and that's necessary to get my
00:21picture into both pieces of type.
00:23So I am going to select them and choose Create Outlines and then I am going to
00:28come to the Object menu and choose Make Compound Path, so the picture will go
00:33into both pieces of type and not just one. Then I am going to choose my Direct
00:38Selection tool, select the picture and Command or Ctrl+X to cut it, switch back
00:44to my Selection tool, select the now empty picture frame, delete that, press I
00:50to go back to my Direct Selection tool, click inside my text which is now
00:55actually a picture frame and come up to the Edit menu and choose Paste Into.
01:00I can then click on that picture and nudge it around to adjust the crop and I
01:08might also think about putting a stroke on the text shapes just to give them
01:17some definition. So I am going to click on Black, come up to my Stroke Weight
01:23and let's make that about 3 point in weight. Deselect that and there's my
01:33finished result.
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Using type and transparency effects
00:00There is an infinite number of effects that you can get working with type and
00:03transparency. Here we have just three examples, which I hope will give you some
00:07ideas for many more. I am in the document Transparency in the Text Effects
00:12folder and I am going to zoom in on this top example.
00:15Now this is all about having two overlapping text frames and if I click on my
00:20Effects panel we see that the blend mode of this top text frame is set to
00:25Overlay for the text. If you have anything other than normal and 100% for any
00:31of these properties then you are considered to be using transparency. New in
00:35CS3 is the ability to be able to set the transparency in blend mode of the
00:40Stroke, the Fill and the Text independently, and we can see that if I move that
00:45type around on there, we can get all kinds of interesting effects where the two
00:50pieces of type overlap.
00:51I am now going to zoom out and look at this example down here. If I turn on my
00:57guides by pressing W, we see that I have got a starting point for this file and
01:02I am going to drag those on to my page.
01:08Now to achieve the transparency effects we have down here, we need to make this
01:12elements overlap and we need to change the blend mode. Each of these six
01:17independent text frames has the same fill color and the same type color. I am
01:22going to press my W key to hide my guides and then select these six text
01:28frames, and I am going to first of all change the blend mode for the Fill.
01:33There's a certain amount of experimentation involved here basically you try
01:39different ones and the ones that you like, the right ones in that situation,
01:43but to quickly run through what they do, Multiply will typically get you a
01:47darker result, Screen a lighter result, Overlay a more contrasting result, Soft
01:53Light, Hard Light or either side of overlay. Color Dodge is going to make
01:59things lighter, Color Burn is going to make things darker and the rest are
02:03somewhat self explanatory, but it's hard to predict exactly what they are going
02:06to do in any given situation without trying them. The good news there's no
02:11penalty for trying them. So try them if you like them and they work.
02:16In addition to making the blend mode Multiply. I am then going to click on the
02:19object and I am going to change that to Screen, and I happen to know that
02:25Screen works because I have to admit I tried it earlier. I think that works
02:29really nicely.
02:30Now there's one thing that we need consider here though. I am going to delete
02:35that now and then I am going to go to my Layers panel and turn on my pic layer
02:40because we see when we put some thing behind this then all hell break loose and
02:45we get a completely different result to what we were expecting. So I need to
02:50affect to something else in here and that is I need to isolate these objects as
02:55a group and have them only blend with each other and not also blend with the
02:59picture that is behind them.
03:01So I am going to select these different elements holding down the Shift key and
03:06then I am going to come to my Effects panel again and I am going to check
03:10Isolate Blending. Now before I do that I need to group them. So I am going to
03:14come up to my Object menu, I am going choose Group and then I am going to
03:18choose Isolate Blending. That way they blend only with themselves and do not
03:24blend with what's behind them.
03:26I am now going to move to my next page, holding down my Option key and pressing
03:31Page Down, and here we see a very commonly used technique where we have text in
03:38a semi-transparent text frame allowing us to see some of the texture and detail
03:43of the image behind, but at the same time still allowing the text to be
03:47readable or readable enough in this context.
03:51So I am going to zoom out. I think I will get rid of that one and grab this
03:56one, move this into position right about there, and going to my Swatches panel,
04:05I am going to apply a paper color to the background there, and then back to my
04:11Effects panel. Now this is what's so nice about this an improvement in CS3, I
04:16can do this independently. I can go to my Fill and say only reduce the opacity
04:21of the fill, whereas in CS2 it would have also reduced the opacity of my type.
04:27So I am going to take that down to about 50%. One more thing I want to do, well
04:32two more things I want to do, I am going to zoom in and then I am going to come
04:36to my Object menu and choose Text Frame options, because I want a bit of text
04:40inset on that. I will say I am in millimeters, so three millimeters I think
04:46will do. That's going to require me to resize my text frame a bit, like so.
04:55Maybe I will return to my Text Frame options and also center that vertically,
05:05pull that down a little bit more, like so and last thing - no not the last
05:12thing, last but one thing I am going to select text, because I want my text to
05:15be brown rather than black. I am going to use my Eye Dropper tool and sample
05:19some dark brown from over here in the image.
05:25Now I want to fade the edges of my text frame and that is going to involve
05:30coming up to the Object menu > Effects, and this is going to be a Basic
05:35Feather. I will turn on my preview just to check what I am going to get and
05:41that looks fine. Just softening the edges of the text frame.
05:46So there are three of many, many, many different possible approaches to working
05:52with type and transparency.
Collapse this transcript
Using custom-shaped text frames
00:00So, nowhere is it written that your text frames have to be rectangular in
00:04shape; we can have text frames of any shape we like.
00:07I am in the Shapedbox file of the Text Effects folder and I am going to select
00:12this rectangular text frame and then come up to my Object menu and choose
00:16Convert Shape. Let's just see what some of this shapes will give me, triangle
00:20for example, or a polygon etcetera.
00:29Okay. Now what I am going to do is I am going to convert this to an ellipse and
00:35then I am going to switch to my Pen tool over here, and change the shape of
00:40this ellipse and make it into a heart. So if you are looking for an idea of a
00:44Valentine's Day, this could be your solution.
00:47So, when I am working with my Pen tool, when I place my Pen tool over an
00:51existing anchor point and click, I will delete the anchor point; if I place my
00:55Pen tool over a segment of the path where there is no anchor point and click, I
01:00will add an anchor point, which I actually don't want to do here; and if I hold
01:05down my Alt key and click on that point, I will convert it from a curved
01:09segment to a straight line segment, and that's what I want to do to pinch my
01:15circle at the bottom.
01:17Still remaining in my Pen tool, I am going to hold down by Command or Ctrl key
01:22and click on this anchor point and then I am going to pull this Bezier curve up
01:25and to constrain it - I am also holding down the Shift key, so I don't wobble
01:33from side to side, and then I am going to do the same thing to about the same
01:38height over here.
01:38Now I am going to get the center anchor point, and again I am holding down my
01:46Command or Ctrl key, and let's pull that one down and let's also convert this
01:53one, like so. There is my custom shaped text frame.
Collapse this transcript
Using effects on type
00:01In InDesign CS3, we now have access to Photoshop like effects, which we can
00:05apply to our type. I am in the document effects in the Type Effects folder, and
00:11the effects I am talking about are here under the Object menu > Effects and if
00:17you are a Photoshop user these will look very familiar to you.
00:20We can also access these from here the Control panel and we can also access
00:25them from the Effects panel. Now I am going to access them from here and we see
00:30that when I select an object through which effects have been applied, I get
00:34this fx symbol here indicating to what property of the type object the effect
00:40is applied, to the Text, to the Fill, or to the Stroke, and it can be applied
00:44to all three. Let me just zoom in here for a moment. So here we have a simple
00:48Drop Shadow applied, and if I wanted to apply that Drop Shadow to the Fill, I
00:53could just drag the Effects icon up and make it a completely different looking result.
01:01So, here we just have a gallery of the different types of effects, an Inner
01:05Shadow, an Outer Glow. If I want to edit the Effects I just double-click on the
01:16property to which the effect has been applied, and we see we have got the
01:21Blending mode that determines how the color of the effect will combine with the
01:25background, the Opacity, the Size of the Effect, in this case I am applying a
01:29seven point Glow, and over here we have a 30 point Glow.
01:37Now the thing about these effects is they can tend to look little bit generic
01:41because you can be assured that everyone and their dog is using them, but we
01:46have an infinite capacity to combine them to get unique effects.
01:50So, Satin, Basic Feather, Directional Feather, let's have a look at Gradient
01:58Feather, which is quite interesting one, and here I can use my Gradient slider
02:03to make my type more or less transparent coming from a specific angle. If I
02:11want to change that angle, I will just spin this around here, I could also if I
02:15wanted to make it Radial Gradient instead.
02:20Now, these effects cannot be incorporated into a paragraph style, but they can
02:25be incorporated into an object style. I have mentioned object styles a few
02:30times before. Object styles are to objects as paragraph styles are to
02:35paragraphs of text and character styles are to text selections.
02:39So, let's say I particularly like this effect and I want to be able to
02:44replicate this on other pieces of type. I am going to select this and then come
02:49over with to my Object Styles panel and make that into a new object style, and
02:55I am going to call it inner shadow. Now we can see that of the attributes that
03:03the object style records, one of them is the effects applied to that object.
03:08And we see the inner shadow check box checked. I am going to click OK. There,
03:12on my object styles panel, is my new object style and I am going to move over
03:21here and now I am going to apply that to this piece of type. We see that it
03:26doesn't work, and the reason it doesn't work is because if we look at the
03:30properties of the inner shadow, we see that the color of the inner shadow is
03:38black, and the color of my type is black so of course it's not going to work.
03:42So, I need to come over to my Swatches panel and choose a different color for
03:48my type. I am going to choose my Formatting Effect Text icon and then make sure
03:56I have my Fill property active and then choose a different color and now we see
04:02the inner shadow.
04:03It's important to bear in mind here that while the effect is an object style
04:09property, the color of the type and the stroke of the type, that's a paragraph
04:13style property, so if we want this type to be the same color as this type, I
04:18need to have the same stroke, then we need to save this type as a paragraph
04:23style which I will do quickly. Then if we apply that paragraph style there, we
04:39get not only the effect, but also the Fill color of the type and the Stroke
04:43color of the type. But when using effects I advise you to combine the effects
04:49to create a unique look.
Collapse this transcript
Conclusion
Goodbye
00:00Thanks for viewing this title. I hope that it's been useful to you; I hope that
00:04you are able to take these typographic techniques and improve your typography;
00:08I hope that you are able to apply them in your work and perhaps in your play too.
00:13Bye for now.
Collapse this transcript


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