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InDesign CS4 Essential Training

InDesign CS4 Essential Training

with David Blatner

 


InDesign is an essential tool for design firms, ad agencies, magazines, newspapers, book publishers, and freelance designers around the world. InDesign CS4 Essential Training presents a thorough explanation of the core features and techniques that make this powerful page layout application fun and easy to use, providing a foundation upon which advanced skills and workflows can be built. David Blatner shows how to navigate and customize the workspace, manage documents and pages, work with text frames and graphics, export and print finished documents, and much more. Example files accompany the course.
Topics include:
  • Adjusting layouts and master pages
  • Working with InDesign CS3 files and snippets
  • Formatting objects, characters, and paragraphs
  • Using the Story Editor
  • Learning keystroke commands for important actions
  • Understanding color and separations
  • Using the Preflight and Package features to ensure successful printing

show more

author
David Blatner
subject
Design, Page Layout
software
InDesign CS4
level
Beginner
duration
11h 2m
released
Oct 13, 2008

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Introduction
Welcome
00:00Hi there! My name is David Blatner and if you have any interest in putting text
00:05and graphics on a page I would like to tell you about Adobe InDesign CS4.
00:09(Music playing.)
00:15Actually, what I really want to do is tell you a lot about InDesign. I love
00:19InDesign. Now InDesign is a high-end professional designer layout tool used by
00:24most graphic designers, magazine publishers, book publishers, newspapers, and
00:29ad agencies around the world. But the good news is it's not that hard to learn.
00:34And my InDesign Essential Training title covers everything you need to know to
00:38get up and running with InDesign.
00:39For example, I'm going to teach you how to create a new document and build
00:43strong and flexible master pages, which can really speed up laying out your
00:47file. I'll talk about best practices for importing text and graphics including
00:52Photoshop, Illustrator, and even Microsoft Word and Excel documents. I'll
00:56discuss printing and exporting your documents to reliable PDF files and I'm
01:00going to teach you the most important keyboard shortcuts and techniques for not
01:04just getting the job done, but getting it done efficiently.
01:09InDesign is so rich and deep that every feature relates to every other feature.
01:13And that's why I have recommend that you watch the Essential Training title
01:16once all the way through and then go back and watch specific videos when you
01:20need a review. Plus, as with all the other lynda.com courses you have the power
01:25at your fingertips to stop, start, and review the movies as many times as you
01:29want as well as having access to these lessons 24/7.
01:33Now come with me on an amazing journey through the essentials of my favorite
01:37page layout program, Adobe InDesign CS4.
Collapse this transcript
Using the example files
00:00Before we jump in and start learning about InDesign's features and how to use
00:03them? Let me say a quick word about the exercise files available for you to use.
00:07If you are a Premium member of the lynda.com Online Training Library or if
00:12you own this title on disc, you have access to the exercise files that I'll be
00:17using throughout the training.
00:18The files have been broken down into Chapters and some of the Chapters into
00:23individual videos. And if you are following along, it's important to open the
00:27correct file for each video. Many of the files have the same name, but they may
00:31be different in order to show off or discuss particular features in the program.
00:36To open this document, simply double click on it and it opens in InDesign. If
00:41you see a dialog box like this that says there are Missing Link(s) or Modified
00:45Link(s) go ahead and click Don't Update Links, because those files obviously
00:50aren't necessary for this particular exercise.
00:53Also if you see a dialog box that says You're Missing Fonts, you can go ahead
00:57and replace them with fonts that you have on your system. One more thing about
01:00these files; at the end of each movie, after we've moved objects around or
01:05changed text, you should choose Revert from the File menu; that's what I do. So
01:10you will see a nice clean file at the beginning of each movie. The reason I do
01:14this is so that you can jump right to any movie you want even if it's in the
01:18middle of a chapter and you won't be lost.
01:21If you are a monthly or annual subscriber to the lynda.com Online Training
01:25Library, you won't have access to these files, but you can still learn either
01:29by just watching what I do or by following along using your own text and image assets.
Collapse this transcript
InDesign workflow overview
00:00Let's take a quick look at how you can use InDesign's fundamental features to
00:03lay out a whole page and get it ready to print. This is just a quick overview,
00:08so you can see a typical InDesign workflow. So, I'm not going to stop and
00:11explain each feature and how to use it. That's what all the other movies in the
00:15title are for.
00:16To start with I have got some raw materials here in my Exercises folder. I'll
00:21launch InDesign and create a New Document. I'm going to leave all of these
00:26settings just the way they are because it matches what I'm trying to create.
00:29I'll click OK.
00:31Now I have got a Blank document and I need to start adding stuff to my page.
00:34I'll open my Pages panel and double click on my Master Page to add some items
00:39on to my Master Page. These items are going to show up on all my document pages
00:43that I create. I'll go ahead and get a rectangular frame and draw it outside
00:47the page margins here a little bit. That looks pretty good, somewhere right in
00:51there, and now I need to stroke that. It currently has 1 point black stroke.
00:56I'm going to make it a little bit thicker, may be a 2 point, Oh! Let's make it
01:00a wavy stroke, that's kind of nice. We can now change the color of this from a
01:05straight black to maybe a little bit lighter, how about a 40% black.
01:10Now I'm going to put a new frame on my page, somewhere around here, and I'll
01:14fill that with a red color. Right now, I'm going to take off the strokes, set
01:18the Stroke to None and fill it with a dark red. I don't have a dark red in my
01:23swatches panel. So, I better create one. Go to New Color Swatch, type in my
01:28CMYK values; let's make this little lighter, around 15% Black and then may be
01:3420% of Cyan, 100% Magenta, and 50% Yellow. That looks pretty good. I'll go
01:40ahead and click OK and it automatically fills this object with that color,
01:45looking very pretty indeed.
01:46Now I'm going to deselect everything by clicking out where there are no objects
01:50in my page and I'm going to place one of my graphics. In this case, it will be
01:55this Bliss Logo. I'm going to import this PDF file on to my page. I'll click
02:00Open and then just click where I want to put that. I'll put that right about up
02:05here on this page. I can move it into position by dragging it over into the
02:09upper left corner and then I'm going to resize this until it snaps against that
02:15object there, it looks pretty good.
02:17That logo looks a little bit rough; it's just kind of low resolution. So, I can
02:21improve the Screen View by going to the View menu, Display Performance, High
02:26Quality Display; yeah that looks good, much better.
02:29Let's go look at our document page, go back to the Pages panel, double click on
02:33Page 1, and now I better import some text. So, I'll go to the File menu, choose
02:38Place, select the text file that I want to import. This is an RTF file from
02:44Microsoft Word, click Open and then I'll just drag out the area on my page that
02:50I want it to fill. So it creates a text frame and drops it right there. Why
02:54don't I make that a little bit smaller on the page? That's good. Just put it
02:57right down there.
02:58Okay, let's go get some more graphics, why don't we -- I could use the Place
03:02command to do that, but in this case I'm going to use the application switcher,
03:05which is Command+Tab on the Mac or Alt+ Tab on Windows. Go back to the Finder
03:10and I'm going to just select the images that I want. That baking chocolate one,
03:14I'll hold down the Shift key to grab those other ones on the Mac. On the
03:17windows, I would hold down Ctrl to select all of those and when I drag them in,
03:22I switch back to InDesign with the application switcher, I can see that the
03:26place cursor is loaded; that is, I have four images in the place cursor that I
03:30can put anywhere on my page I want.
03:32I don't have to make a graphic frame first if I don't want to, I could simply
03:36drag out an area and it just drops it right in. So that's pretty cool, or I can
03:41just click if I want to and it makes it for me. So there are three of the
03:45images and why don't I put the fourth one down here.
03:48Now I can start placing them where I want. InDesign CS4's Smart Guides makes it
03:53really easy to align all of these. So I'm going to put that one there, drop
03:57this one here, and I'll make this a little bit smaller using the keyboard
04:00shortcut, align this one, make it smaller. I've a lot of control here over how
04:05all of these objects lay out on the page, and I can very quickly drop them into
04:10position and make them look great. Now I'll select all three of those and move
04:14them down to give myself a little bit more room, looking pretty good, and let's
04:19put some more text on the page.
04:20Now I have a Snippet File in that folder as well. So, I'm going to place that
04:25Snippet File file. Snippets are great ways to reuse frequently used items. So I
04:30made a Snippet File with some text in it that I can place on my page and it is
04:34all of these separate objects. It's not just one text file, but it's all of
04:38these objects and now I can drag them around on my page right where I want
04:42them. I'll select both of those or all three of those drop them into place,
04:46drop this into place; again, using the Smart Guides to center this object on
04:50the other object behind it. So that's a very fast way to align things on the page.
04:55I'll close my Pages panel here, and this is starting to look pretty good and a
04:59little bit more room at the top here. So why don't I move these down. I can
05:04select all of those and move them down; obviously, I'm moving quickly here, but
05:08you get the idea that I'm laying out the page in a hurry.
05:12I'm going to use the Type tool to draw out a new frame right at the top here
05:16and put some text into it. I'll just type Our Products, I'll select that with
05:21Command+A or Ctrl+A on Windows; jump up to the Control panel, and I'll change
05:26this font to let's say Myriad Pro and I want this to be Bold. I need a really
05:30bold face here, let's make it bigger, so we can really see it. Let's change its
05:35color to fill with that same red that same red dark color, there we go, that's
05:42nice and why don't I space it out. I want to put extra space between each of
05:46those characters. I don't see the tracking command up here because I'm in the
05:50Essentials workspace I better switch over to the Typography workspace and that
05:54gives me a lot more Typographic controls.
05:56Now I can come in here and add a whole bunch of tracking to add spacing between
06:00each one of those characters. That is looking really pretty good, but you know
06:04there is something missing here. A drop shadow. That's what I need. I love drop
06:08shadows, I love just putting drop shadows on everything.
06:10So how would I get a drop shadow on this document? I'll select this text frame,
06:14I'll go over to the Effects panel, and I'll select the Drop Shadow from the
06:19Effects pop-up menu. That opens the Effects dialog box and I can set this up
06:24with whatever settings I want; may be make it a little bit smaller, this is by
06:28default too large. I can turn the Preview checkbox On and see what's going on
06:31while I'm working that's always helpful. Let me make this a little bit smaller
06:35and a little bit closer. I'm using the Tab key or Shift+Tab to move back and
06:39forth among all of these fields in this dialog box. Click OK and now that is
06:44really looking just right or I'll press W to go into Preview Mode and we can
06:49see that the page is laid out. It's not perfect. I probably want to do more
06:53fine tuning to get it just right and increase the design integrity of the page.
06:58This is a really quick overview for all the different things that you can do in
07:02InDesign. Adding effects, placing graphics and text on your page. I'm going to
07:07be covering all of these things in more detail later in the title, but I just
07:11wanted to give you a quick sense now of the workflow that you are going to be
07:15going through.
Collapse this transcript
1. The Workspace
Understanding the Application window
00:00Before we jump in to actually to putting text or graphics on the page, we'd
00:03better stop and take a look at the various elements of InDesign's Application
00:07Window, because whether you create a new document or open an already created
00:11one, you will see the same things.
00:13For example, every application has menus and InDesign is no exception. All
00:17these menus live along the top of the application, up here. InDesign also has
00:22lots of lots of panels; some people call them palettes.
00:25For example, we can see this bar along the top here. There is another panel
00:29right next to it. This is called the Control panel. The Control panel is
00:33probably the most important panel in InDesign. So, you'll always want to pay
00:36attention to that.
00:37Next down along the left edge, is the Tool panel and along the right side there
00:42are a bunch of panels likes the Pages panel and Links panels and so on. And if
00:45you click on one of those it opens it. Click on it again, and it closes. We
00:50will be talking a lot more about all of these panels and how to use them, how
00:53to open them, close them, navigate around them in a later movie. But for right
00:58now, I just wanted to point out where they are.
01:00Now I do want to point out that, obviously, I'm using the Mac OS version of
01:04InDesign, but the Windows version of InDesign is almost exactly the same. There
01:08are a few little changes, but very, very minor. Now one of the changes is that
01:13on Windows the entire application is living inside of an application frame,
01:18sort of, a window within Windows. On the Mac, traditionally, the application,
01:24kind of, floats above the background any other applications we could actually
01:28see here like the OS Finder, the Mac Finder is sitting here so that's why I can
01:32see that folder sitting there.
01:34Now in InDesign CS4, Adobe has given us Mac users the ability to see an
01:39application frame and hide all of the other applications behind it. And the way
01:43you do that on the Mac is you'll go to the Window menu and you choose
01:47Application Frame. That turns on the application frame and the entire
01:52application lives inside that frame and some people like this; some people hate
01:57it. You don't have to use it if you don't want to, but let me to show you
02:00what's going on here. The Application Bar that we saw before it used to be,
02:04kind of, a floating palette.
02:06Now is the Title bar for this application frame and I can click on it and drag
02:12the whole window around. I can even resize this by clicking on the edges of it
02:17to make the application window smaller or bigger and all the other panels and
02:21document window resize accordingly. If I want to fill the entire screen with
02:26this application window, I click on the green plus button, this maximize
02:30button and now this fills the entire screen. This is useful if you have
02:35multiple monitors and you want InDesign to take up like a whole monitor and
02:39only be in that monitor, the application frame might be useful for that, but to
02:44be honest, I usually leave it turned Off. I like the normal version of the Mac
02:49OS without the application frame, but its up to you, I just want to point out
02:53that you can have it On or turn it Off.
02:55Now inside the application, there is, of course, a big document window. When
03:01you have a document open, the document window shows you the document in here
03:05and let me just tell you a little bit about what we are looking at here. We see
03:08one page and the edge of the page is this black line around here. The objects
03:14on this page actually go out beyond the edge of the document page in this
03:18particular document, you don't have to do that, but that's what's going on
03:21here. But this black line is the edge of the page itself.
03:25Now inside the edge of the page we see these pink and purple lines and those
03:30are the guides, the Margin Guides. The pink line is the Margin Guide and the
03:35purple line is a Column Guide and there is actually a Column Guide sitting on
03:39top of the right edge Margin Guide here, so that's why you can't see the pink
03:43line on the side, but I'm going to be going into a lot more detail about Margin
03:47Guides and Column Guides and all of that in a later movie. For now I just
03:51wanted to point out what all of these things we are seeing are about.
03:54Now outside the document page is this white area, let me zoom back on this so
04:00we can see more of that. I'll be talking about zooming later on in this
04:03chapter, but for now I'll tell you that if you press Command+Minus or
04:07Ctrl+Minus on Windows, it zooms back. So, I'm going to zoom back a couple of
04:11times by pressing that keyboard shortcut and we can see that there is this big
04:15white area outside the document page or the document spread and that is the pasteboard.
04:21The pasteboard is just an area where you can keep scraps of images or text or
04:26whatever; things that you are not ready to use quite yet. This is just, sort
04:29of, a storage area for your document. So that's what was going on there and
04:34each page or each spread has its own pasteboard. That's different than a
04:39program like PageMaker, if you used to use PageMaker. In PageMaker, the
04:43pasteboard is the same for all of your spreads, but in InDesign it works more
04:48like Quark Express every spread has its own pasteboard.
04:52Just a few more things here, I mentioned panels earlier and InDesign has a lot
04:57of panels. We can only see a few of them open here, but there are like 40
05:01different panels that we are going to be using throughout this title. I want to
05:06point out that you can find all of those panels here under the Window menu.
05:09That's what all of these things are and some of them are actually hiding inside
05:13submenu. So there are a lot of panels that we are going to be covering through
05:17this title, but that's where they all live. If you are ever looking for a
05:20panel, go to the Window menu.
05:23Now the last thing I want to point out is the Help menu. And the Help menu is
05:26very cool, it's funny, but a lot of InDesign users just never get up to look at
05:31that Help menu, but there are really important things here.
05:33First of all, InDesign Help, of course, if you are ever trying to figure out
05:37how to do something, just go straight to InDesign Help, it's a surprisingly
05:41good help system that Adobe has created there and you can search for things
05:46very quickly. So I just want to point out that's the fastest way to get
05:50InDesign to help.
05:51If I click on that you see that it brings up this Welcome Screen here and this
05:54shows recently opened documents, it lets me create new documents, and my
05:59favorite part about it, is it gives me links to great websites. So, for
06:03example, the InDesign User Group. You can get lots of good information from
06:07InDesign User Group website and that's a nice quick way to link right to it.
06:11Let's go ahead and close this window. And just a couple of more things here,
06:15Updates; a really good idea to make sure that InDesign is updated. Adobe is
06:20constantly releasing small little mini updates to the programs. So, every month
06:25or so, you should click on Updates and make sure that you are up to date.
06:29Oh! Right above that is deactivate and this is an interesting one. If you are
06:33ever going to take your version of InDesign off of this computer and put it on
06:38a different computer then you should deactivate first. A lot of people don't
06:43realize that and get themselves in trouble, because you are only allowed two
06:47activations per copy of InDesign.
06:49So, you could have one, for example, on your desktop machine and another one on
06:53the laptop, but if you ever need to take it off the laptop and put in on a
06:57different laptop, let's say, make sure you deactivate that laptop first, then
07:02uninstall, and then install on a new machine. So, that's an important one. So,
07:06there are all kinds of good stuffs in here, there is even a link here, an
07:10online support feature that launches your web browser and it takes you right to
07:14Adobe's Technical Support web page and the information changes on the website
07:18from time-to-time. I found it really helpful to check. Again, every month or
07:22two, go check that stuff out.
07:24So, now you know your way around the document page, the document windows, the
07:28panels, and so on. Now it's time to learn about navigation, zooming in and out,
07:33changing pages, panning around your document, and that's just what we are going
07:38to cover in the next couple of movies.
Collapse this transcript
Navigating pages
00:00You won't get very far in InDesign just by staring at the first page of a
00:03document, no. You need to learn how to navigate the high seas, zooming, panning
00:08around, jumping from page to page. Well let's start with moving around the page
00:13and then look at how to move from one page to the next.
00:16The basic tool for moving around your page is the Hand tool, down here at the
00:21bottom of the Tool panel. But if you actually select that tool, you are
00:25probably not being efficient. Instead, use the keyboard shortcut; it is a very
00:29important one for you to get. That's Option+spacebar on the Mac or Alt+spacebar on Windows.
00:35When you press those down, you get the Hand tool temporarily. Then you can
00:40click and drag your page around. So Option+spacebar on the Mac or Alt+spacebar
00:45on Windows, click and drag, will move your page. So that's really good. Try
00:51that out a bunch of times.
00:53In fact, I can even use that Hand tool to navigate from one page to another.
00:59The problem is it just takes a long time; it's not very efficient at all. So if
01:03you want to move from one page to another in your document, you can use the Layout menu.
01:08The Layout menu gives you a bunch of controls, like First Page, Previous Page,
01:13Next Page. But going to the menu all the time is not very efficient at all.
01:17Much better to learn the keyboard shortcuts. For example, First Page,
01:22Shift+Command+Page Up; that's what that little squiggly symbol is. On Windows
01:27it would be Shift+Ctrl+Page Up.
01:30If I want to go to Next Page, I would simply say Shift+Page Down. Or going to
01:35the Next Spread is Option+Page Down, that's what that symbol is, or Alt+Page
01:40Down on Windows. I love that one; I use it all the time. Let me show you.
01:44Option+Page Down, in this case, I was in center of that spread so went to the
01:48same spread. Then Option+Page Down again goes to the next spread, next spread
01:52and previous spread or, if I use Page Up instead, very, very handy keyboard
01:57shortcut for moving around your document.
01:59There are some other navigation tools you need to know about. Down here in the
02:03lower left corner of the document window, there are some arrows and those
02:08arrows are, as you might guess, Previous Page, or Next Page. The arrow with a
02:13little line next to it means Last Page or First Page; that's what those buttons
02:18are all about.
02:19This button with a down arrow one there lets you go to any page you want. I
02:23just simply click on that; it gives me a list of all the pages in my document
02:27and I can simply click on page 4, and it takes me right to that page. Or this
02:31is an editable field in here, so I can actually type in there, go to page,
02:36let's say, 3, hit Enter and it takes me right to page 3.
02:39So, those are important things to know about as well. Then, one of the best
02:43ways to navigate around your document is the Pages panel. Let's take a look at
02:47that. I'll click once on the Pages panel title. It opens up the Pages panel
02:52here and I can move around that Pages panel with these, scrollbar or even just
02:57by clicking in the blank area outside of these pages.
03:00If I click in that and drag, I get that little grabber hand and I can move
03:04around the Pages panel, that's really handy. But if I want to go directly to
03:07page 1, I just double click on page 1. It takes me right there. If I want to go
03:12to a spread, then instead of double clicking on the Pages icons, double click
03:17on the numbers underneath the spread. Double click on that and it takes me
03:21right to the spread page 6 and 7. So those are really great!
03:26Now, let me show you one other cool navigation technique that they built into
03:30CS4. This is new in CS4 and its called Power Zoom. It's really cool! First of
03:36all, we need the Hand tool. Remember the keyboard shortcut? Option+spacebar on
03:41Mac or Alt+spacebar on Windows. With the Hand tool, simply click anywhere you
03:46want on the page and hold it down until it zooms out.
03:51It zooms out the whole page like that. Now I can move this big red rectangle.
03:56I'm just moving the mouse cursor over, moving the mouse over here, and when I
04:00let go over the mouse cursor, it will zoom in on that. So this is a really
04:04handy way to navigate from one place to another with the Zoom tool. You really
04:08see it better when you are zoomed in.
04:11I'll talk the zooming more in the next movie, but let me just show you a
04:14technique, Command+Plus or Ctrl+Plus on Windows, lets me zoom in on an area. So
04:20let's say, I'm zoomed in on the page here and I want to go to a different part
04:24of my page. How do I do it? The Power Zoom is an awesome way to do it.
04:29Option+spacebar or Alt+spacebar on Windows, click and hold and it zooms way out.
04:34Now I can say, well let's go away down over to this word over here. Let go and
04:39it zooms in. So this is a very efficient way to do it; Option+spacebar or
04:43Alt+spacebar, click, zoom out. Let me show you one another technique with Power
04:47Zoom. I'm still going to hold down the mouse button, but I'm going to let go
04:51off my keyboard shortcut with my other hand.
04:54I'm letting go off the keyboard and I'm going to use the arrow keys on my
04:58keyboard; the Up arrow and the Down arrow or Left and Right, it doesn't matter.
05:03But in this case, the Up and Down or Left and Right will make that red
05:07rectangle bigger or smaller. So for example, if I really want to zoom in just
05:11on this number, I'll zoom in by pressing the Down arrow a few times and then
05:17let go, and it zooms right in on it.
05:19Come back out and let's say now, I want to zoom in on this whole area here.
05:24Well that red rectangle is too small, so I'm going to press the Up arrow a few
05:28times. Then when I let go over the mouse button, it zooms in on that. So you
05:33have a lot of control over how you are zooming in and out and where you are
05:37navigating on your page.
05:39I love that Power Zoom feature. I could do that all day, zooming out and back
05:43in. But we can't stop there; we have to move on to learn about even more
05:48features about zooming in the next movie.
Collapse this transcript
Zooming and magnifying
00:00Even if you had a super high- resolution computer screen, you would still
00:03sometimes need to zoom in to see details and zoom out to see the big picture.
00:08It's all possible in the InDesign, of course, once you know where to look.
00:11For example, up here in the Application bar, there is a view percentage and I
00:16can click on that little pop-down menu and choose 100% to go right to 100% or
00:21maybe 200% to go to 200%, as simple as that. Or I can actually change this; if
00:27I click inside that field I can type anything I want. Let's say, go to 46%;
00:33press Enter and it zooms back to 46%.
00:37By the way, if I close the Application bar, just something you should know; if
00:40you happen to hide that Application bar, then that same percentage field shows
00:45up down in the lower left corner of your document window hiding way down there.
00:50So you can do all the same sorts of things down in the lower left corner of the
00:53window, if you have the Application bar closed. It's just one of those
00:57preferences, something you should know about.
00:59Another way to zoom in and out is to use the View menu. We can see here zoom
01:03in, zoom out. We talked about these keyboard shortcuts in earlier movies;
01:08Command+Equals or on Windows it's Ctrl+Equals. I usually think of that as
01:13Command/Ctrl+Plus, because it's the same key on the keyboard; but it's
01:18Command+Equals, technically, or to zoom out, Command+Minus or Minus or
01:23Ctrl+Minus on Windows.
01:25So to fit the whole page in the Window, Command+0 or Ctrl+0 on Windows or to
01:31fit the Spread in the window, I use this all the time, Command+Option+0 or
01:35Ctrl+Alt+0 will fit the entire Spread in the Window, when you are working. Now
01:40this one down here, Actual Size, it's not really actual size technically; it's
01:45just 100% view. It will just zoom you to 100% view.
01:49So for example, if I press Command+1, I go to 100% view and there is also, I
01:55should point out, this only says 100% view here; there is a bunch of other
01:59keyboard shortcuts, which InDesign hides from you. I don't know why they don't
02:03put them in this menu; maybe it would make it too long. But it's very easy, and
02:06you should know about them. Command+2 or Ctrl+2 on Windows, zooms to 200% or
02:13Command+4 or Ctrl+4 on Windows, zooms to 400%. Now you can get it really,
02:18really close here. Or Command+5 or Ctrl+5 on Windows, doesn't go to 500%.
02:24It goes all the way back to 50%.
02:26So Command+1, 2, 4 and 5 or Ctrl on Windows; those are very important to keep
02:33in mind. But, there is one problem with using those, all of these techniques
02:37that I have talked about so far, and that is, it does not give you any control
02:41about where you are zooming. For example, if I press Command+4 or Ctrl+4 on
02:46Windows, it zooms right in on these chocolates. But that's not where I wanted
02:50to go; I wanted to go in the upper left corner of the page, so that's really frustrating.
02:55So let me show you another technique for zooming that you need to know about.
02:58I'll go back to fit the whole page in the window with Command+0 or Ctrl+0 on
03:03Windows, and I want to zoom in, let's say on this area here. So I'm going to
03:08use the Zoom tool down here at the bottom of the Tool panel. But I'm not going
03:13to choose that from the Tool panel, because to me that would just be too inefficient.
03:17So instead, I'm going to use the keyboard shortcut for that Zoom tool. Now on
03:21the Macintosh, I press the spacebar first and then the Command key, and you can
03:26see it turns into a little icon of a magnifying glass with a + symbol in it.
03:31Now that lets me zoom in just by clicking. On Windows, you can do spacebar+Ctrl
03:38or Ctrl+spacebar. It doesn't matter. But I make the point here, because on the
03:42Mac OS, if I press Command+spacebar, well that triggers the Mac OS spotlight
03:48feature and that's really annoying to me.
03:51So on the Mac, I usually do spacebar +Command and then that bypasses the
03:56spotlight entirely and then I click. On Windows it doesn't matter; you can do a
03:59spacebar first or the Ctrl key first, either way. Now let's use zoom in, right.
04:04How do I zoom out again? I just add the Option or the Alt key to that. So the
04:09spacebar+Command+Option will give me the magnifying glass with a minus sign in
04:14there. That lets me zoom out, or on Windows, it's Ctrl+Alt+spacebar, will let
04:20you zoom out. So that's very, very handy.
04:22One more thing I should tell you about the Zoom tool, and that is, if you want
04:25to zoom in on a particular area of your page, you don't necessarily have to
04:30click, click, click to get there. You can use the keyboard shortcut to get the
04:34Zoom tool that you want and then drag an area around. I'm just dragging up a
04:39marquee rectangle around this area. When I let go over the mouse button, it
04:44zooms right in on that.
04:46So that's a very fast way to zoom right in on exactly what you want to look at.
04:50It's really worth of time to go over all these navigation and zoom features a
04:54number of times and get them down pat, because these are the features that you
04:58are going to use a 100 or even a 1000 times each day.
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Managing multiple windows
00:00I almost never work with just one document open at a time. In fact, sometimes I
00:04have a half dozen or more documents that I need to manage efficiently. So let's
00:08see how InDesign handles multiple windows. Right now, I only have one document
00:13open, but I'm going to open a second one by switching back to the, in this case
00:17the Mac OS Finder. Now I'll double click on this sheet document and I can see
00:21that it opens in a new tab of my document window.
00:25I have my original document and this new one over here. This is a new feature
00:29in CS4, the ability to have multiple documents as tabs within the document
00:35window. It's easy to switch back and forth; simply click on a tab and you go
00:40right to that document. Or you can go to the Window menu and choose the
00:43document you want from the bottom of that Window menu.
00:46Tabbed windows are great, but sometimes it's really nice to have multiple
00:50windows, have each of these documents in its own window. You can do that easily
00:55by clicking on the tab and pulling it out of the document window. Now when I
01:00let go, it becomes its own document window. I can put anywhere I want, even on
01:04a second monitor if I had one.
01:06If later I decide that I want to consolidate it into the same document window
01:11over here. No problem, click and drag, and as soon as I see that little blue
01:16line highlighting inside the original document window, I let go over the mouse
01:20button and it becomes a tab again.
01:23If I had a lot of documents in one document window, I might want to pull them
01:27all apart; but clicking and dragging would be really slow. So instead, I'll go
01:31to the Window menu, choose Arrange and choose Float All in Windows.
01:37This Arrange submenu gives you a lot of control over your Windows. But in this
01:41case if I choose Float All in Windows, all of the documents show up in their
01:45own document windows; or to reverse the process, go to Window, Arrange and say
01:51Consolidate All Windows. Now they all go into one document window. I can
01:56maximize that window by clicking on the green maximize button here, and that
02:00looks much better.
02:01Make sure you have few other ways that you can manage multiple windows. Up here
02:06in the Application bar, there is this unnamed pop-up menu, which gives you
02:10various configurations for how you want your windows to appear on screen.
02:14So for example, if I want these to be tiled vertically 2-Up, I can simply click
02:20on that one, and now I get two windows right next to each other. Or if I want
02:24them to be horizontal, I'll choose that 2-Up instead. The more documents I have
02:29open at the same time, the more options it gives me for how to configure those,
02:33or lay those out on my document screen.
02:36The last thing I want to point out is the keyboard shortcut for moving from one
02:41document to another. This is very important, of course, because if you want to
02:44be efficient in InDesign, you want to master the keyboard shortcuts. So the
02:48keyboard shortcut for moving from one document to the next, one window to the
02:51next, is Command+Minus.
02:53That key is the accent that's up near the 1, the number 1 key on the US
02:59keyboards; on international keyboards it maybe placed differently. But
03:04Command+Minus will move from one document to the next, even if the two
03:09documents are tabbed inside of a single document window. For example, I'll
03:13place that one inside of there and Command+Minus still works if I'm going from
03:17one document to the other.
03:19Just like the page navigation techniques that we saw in the previous movies,
03:22managing your windows efficiently is key to being productive in InDesign.
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Setting rulers and measurements
00:00As scientists like to say, "If you can measure it, it must be there," but how
00:04do we measure things in InDesign? Well, measurements show up in a number of
00:08locations including the Control panel, up at the top of the screen, for
00:11example, if I select an object here, I can see all kinds of measurements up
00:16here. They are all in inches. Here in the Rulers, on the side of the document
00:21window, we also see inches; but what if you use picas or millimeters.
00:27Well, no problem. You can change the measurement system to anything you want.
00:31The way you do that is, right-click on one of the rulers, or if you are using a
00:35Mac with a one-button mouse, then Ctrl -click on a ruler and then you get a
00:40Context menu with all of the different ruler options here. You have got Inches,
00:45and Points, and Picas, Inches Decimal; Inches Decimal is the same as Inches,
00:50except it changes that number of tick marks in between each of the inch
00:54numbers. So instead of getting like a quarter inch, you get 0.1 inch, 0.2
00:59inches and so on; some people like that kind of thing.
01:02You could change it to Millimeters or Centimeters or Ciceros or even Agates.
01:10Agates is a little trivia question. What is an Agate? An Agate is 1/14th of an
01:16inch, which is something you probably will never need to know, but isn't that
01:20nice that you do know that now whenever you need some publishing trivia, 1/14th
01:25of an inch -- anyway, most people use Picas or Inches or Millimeters; in this
01:30case, I'll choose Millimeters.
01:31We can see that this ruler changed, and the Control panel changed, so all my
01:35vertical measurements changed into millimeters. So I'm mixing inches and
01:39millimeters. If I want to change the horizontal ruler, I would do the same
01:43thing. right-click on it or Ctrl-click with a one-button mouse and choose the
01:48value. A little secret trick here, if I want both rulers to change at the same
01:53time, then right-click or Ctrl-click with one-button mouse on the intersection
01:58between the rulers; that lets me change both of them at the same time.
02:02Let's say I'll change both of these to Centimeters. There we go, now I have got
02:06centimeters on both rulers at the same time. Now this change to the measurement
02:11systems, to the rulers, only affects this particular document, because this
02:15document was open when I made the change. If I want to change other documents,
02:19I would have to open those documents and change them or if I want to change all
02:23new documents I create, well, there is a trick.
02:26I'm going to close all my documents; I won't save the changes on this one, and
02:31then with no documents open, change InDesign's Preferences. You'll see there is
02:36no rulers to click on here, so instead we are going to go to the Preferences
02:40dialog box and on Windows you go to the Edit menu, but on the Mac they have
02:45moved it to a different place; on the Mac you go to the InDesign menu and
02:48choose Preferences and then Units & Increments.
02:52So, once you go to Units & Increments and click on that, it takes you right to
02:56the Units $ Increments pane of the Preferences dialog box and we can see the
03:00Horizontal and Vertical Ruler Units. So here we can change this to Millimeters
03:05or whatever you want to change it to, and as soon as I click OK, it will affect
03:09all new documents that I create from now on.
03:12InDesign is full of these hidden but useful features that just makes it more
03:17rich and more fun to use.
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Positioning panels
00:00Most of InDesign's features live inside its panels and there are a lot of
00:04panels in this program. They all live up here in the Window menu. All of these
00:08things are different panels in InDesign.
00:11Well since you are going to be looking at these panels a lot, you should know
00:15how to manage them efficiently. By the way, the word panels. Some people call
00:20them palettes, some people call them panels. If you hear me or someone say
00:24palette, just smile and know that panel and palettes are the same thing.
00:28Now when you first open InDesign, you see a list of panels along the right side
00:34of the screen. These panels live inside something called a Dock. You can see
00:39it's a dock because this is dark gray line across the top, and if I click on
00:43this double-headed arrow in the Dock, it changes the view of those panels from
00:47just the title to the full view of the panel. I can actually see what's going
00:51in there. To me that's too busy. I just want to see one panel at a time.
00:56So I'm going to click on that panel again and now I just see the titles. To see
01:01one of the panels, I click on it and it shows me that panel. Click on the title
01:06again and it closes. Again click on the title and it opens this panel, and I
01:10can click on this title or I could also click on this title and that would
01:15close it. Or I could click on another panel because you can only have one panel
01:21in a dock open at each time otherwise the panels would kind of overlap each
01:25other and that would be really messy.
01:27Now one of the coolest things about Dock is that you can change their width.
01:31I'll close that panel and I'm going to move my cursor right over the left edge
01:35of this dock and I'm going to drag it this way or this way. And you can see
01:40that if I make it really narrow, the title start dropping out until pretty soon
01:45it's just the icons.
01:47I like using just the icons. I like the dock in this view personally because I
01:51don't need to see that titles all the time. Maybe for the first week or so of
01:55using InDesign you will need those but pretty soon you get to know that, okay,
01:59that's the Swatches panel and that's the Color panel and that's the Stroke
02:02panel. We are going to be talking about all of these different panels in later movies.
02:06But the important thing now is you get to know what the icon is and now that is
02:11minimized like that, I can maximize my document window, so I can use better
02:16screen real estate, see that's much nicer, I get lot more space there and just
02:20click on an icon and it opens the whole panel for me. So that's the way I would
02:25like to work but you work the way that is comfortable for you.
02:27Now let's say, I want the Links panel open here. I'm not going to get into the
02:31details what the Links panel does, but let's say I want this Links panel open
02:35all the time, I don't what it to keep closing on me or maybe I want it in a
02:39different part of my screen. Well no problem, I can simply drag the Links title
02:44up here, that little tab, drag it out until it's a free-floating panel. Now
02:50it's going to sit right here on the page instead of over there in the Dock. I
02:54could do the same thing with the Pages panel if I want, just drag it out and
02:57now it's not part of the dock anymore, it's free floating.
03:00InDesign also lets me group multiple panels together into panel groups by
03:05dragging that little title bar and dropping one panel on top of the other. So
03:10now I have got two tabs inside one little panel group. Let's look at some other
03:15options for what we can do with panels.
03:18See that little dotted line here, that dotted line means that this a panel
03:23group. So I can drag that whole thing out and I can get in this case, let's
03:27say, a little panel group of just one little panel and it's kind of cute, I can
03:32click on that and it extends, I can click on it again and it minimizes. I'll do
03:37the same thing over here with this panel group and maximize that. So I have a
03:41lot of control over panels and panel groups.
03:43Now If I want to put these back into a dock, I simply drag the dark colored bar
03:49at the top, drag that all the way over to the right edge and you can see a blue
03:54line. The blue lines in InDesign are very important, they always give you an
03:59indication of what's going to happen when you let go over the mouse button. So
04:02if I let go right now, it create a new dock and it puts that panel in it, let's
04:07go ahead and minimize that so it doesn't take so much space.
04:10I can do the same thing with this little panel group, it's actually a group of
04:13just one panel and if I'll drag this over here and I let go, see that little
04:18blue line and that means it's going to add it at the bottom of that panel. If
04:23instead I moved the cursor the cursor up a little bit and it highlights that
04:26whole panel group that is docked there, that means it's going to drop this
04:30panel group inside that panel group. So it will merge them, so that's kind of interesting.
04:35Let me show you one other option; if I move to the left a little bit, I see a
04:40small blue vertical line. It's a little bit hard to see, but that little blue
04:44vertical line means it's going to create a new panel dock. Let go there and you
04:49see that I have got one dock here and one dock here, and they act independently
04:54of each other. So I can maximize that one or this one, it's totally up to you.
04:57Let's do the same thing with this panel group over here, I'll drag it over and
05:03if I move it here, I'm going to get a new dock. If I move it here I'll get a
05:06new dock in between those docks or I can put it at the bottom of this one and
05:11it will actually add it to this dock. So you have a lot of control over these
05:15panels, where they go, how they are going to be docked and so on.
05:18Let me show you a few other things that you need to know about panels. I'll
05:22open a new panel; let's say the Info panel, why not. Grab the Info panel and I
05:26can move it where I want to by dragging it's title bar around, and I want to
05:29play around out a couple of things. Most panels let you minimize them, that is
05:34make them shorter than they usually are in case you want to make them almost
05:38disappear but not entirely disappear.
05:40The way you do that is you click once on this little double-headed arrow here
05:44or double click on the title. It does the same thing. Double click once and you
05:48can see it may gets a little bit shorter, double click again and it gets really
05:52minimized, come like a window shade rolling up and now I can put it anywhere I
05:55want on my page and it stays small. To make it bigger again, just double click
06:00on and it rolls down and I can see all that information for that panel.
06:05The other thing that you absolutely need to know about is that in almost all
06:09the panels, they have these little menus that sit on the side, I call it as fly
06:14out menus, because when you click on them, they kind if fly out to the side and
06:18these fly out menus give you a lot of features that you might ordinarily not
06:22notice. So here there is bunch of cool information in them, if I do the same
06:27thing with the Swatches panel, we can do a lot on the Swatches panel, this is
06:30all the color Swatches, but the fly out menu here gives me even more controls,
06:35like how I want the colors to show up in the Swatches panel, how to create a
06:40New Color Swatch, and that kind of thing.
06:42So I'm not going to any of that right now, I'll deal with that in a later
06:45movie, but I just want to point out that those panel menus are very important,
06:49we should always pay attention to what's hiding inside those menus.
06:53Now you will notice that as I'm working on this document, selecting things,
06:56moving them around and so on, this Swatches panel stays open even though it's
07:00docked over here. Well that's a preference, some people like those just stay
07:04open, some people like those panels to close as soon as they start working on
07:08the document again. And you can do it either way, to change that, you can go to
07:13the Preferences dialog box, in Windows you go to the Edit menu, here on the Mac
07:17I'm going to go to the InDesign menu, but either way you choose Preference,
07:20Inter phase, and now here in the Inter phase pane of the Preference dialog box,
07:26there is an option here for Auto- Collapse Icon panels. So I'll click on that,
07:31I'll turn that on, click OK, and now we can see that this is open even though
07:36it is in icon mode, it stays open until I click anywhere on my document page
07:41and now it collapses, it closes again.
07:44Same thing with the Pages panel, it stays open until I click over here on the
07:48document page and then it collapses. It's a preference, however you like to work.
07:53Positioning your panels is all about finding what you need as easily as
07:57possible, but you will quickly find that you need different panels open at
08:01different times, for example, when you are working with text, you will need
08:05certain panel open and then you will need different panels open when you are
08:09working with color or images. That's where workspaces come in and that's we are
08:13going to cover in the next movie.
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Saving workspaces
00:00It's great that InDesign lets you put your panels anywhere you want on your
00:03screen, but honestly if you have too many panels open at the same time, you are
00:07going to have no end of frustration. For example, here I have a taken a moment
00:12to open about a half of the panels in InDesign and move then around so I can
00:15see most of them but of course on this screen, I can only see just a tiny bit
00:20of my actual document to do any work on. So this is crazy. You don't want to
00:24get into this kind of mess.
00:26So in general, you only want to have the panels open that need right now. For
00:30example, if you are editing text, you want to only have your text relevant
00:35panel opens or if you are changing images or colors. You want to just have
00:39those panels open. So let's go ahead and start some of these panels and this is
00:44just going to take too long to close all of them. So I wish that I could just
00:48switch to work a whole new workspace that shows me just the panels that I want.
00:53Did you notice that what I said? I said workspace. Workspaces, let's go look
00:57for something like that and in fact up here in the Window menu, there is a
01:01Workspace submenu. The Workspace submenu lists a bunch of different spaces that
01:07show different panels. A workspace is a collection of which panels are open,
01:12which ones are closed and where are the panels are on the screen.
01:17So for example, if I choose Typography, look what happens, that's much nicer,
01:22it put away all those panels and it opens up the panels that are just relevant
01:27for Typography. Let's say if I choose Advanced, well then I get a different
01:32setup, so you can choose different sorts of workspace and notice that there is
01:36two places to do that; the Window menu > Workspace, you can choose it out of
01:40here, or the Workspace menu here in the Application bar at the top of the
01:45screen, they do exactly the same thing.
01:47So there are different options. Or I could back to Essentials again, there we
01:52go. There are the Essentials. That doesn't look very essential to me, does it?
01:55It's because InDesign remembers all the changes that you make to a
01:59workspace. So for example, Essentials was actually very basic and pared down,
02:04but then I started opening panels and moving them around and adding new docks and so on.
02:09If I want to go back to the way Essentials was originally, the original
02:13definition of Essentials, I can do that by clicking on that submenu, that
02:17little popup menu here and choose Reset Essentials. And that takes me back to
02:22the way it was originally, that's much cleaner, much easier on the eye, so
02:28that's the essential Essentials.
02:30Now what if I want certain panel opens and certain ones closed, for example,
02:34maybe I want the Info panel open and I'll move it over here and I want the
02:40Layers panel and I'm going to move it over here. And I'll choose something else
02:43here, maybe I'm just choosing some random things like the Preflight panel and
02:47I'm going to put that over here and dock it in here.
02:49Now let's say this is the way I would like my panels to be setup. So I have
02:53customized it to the way that I work, I can save exactly this layout as my own
02:59custom workspace by going to the Workspace popup menu and choose New Workspace.
03:05I'll call this David's workspace, there we go and I'll click OK and you will
03:10see that now David's workspace shows up here in this menu.
03:14So you see I have customized InDesign to the way that I work by making my own
03:18workspace. Once I have saved my own custom workspace, it's always there waiting
03:23for me in that popup menu. So I can always choose it, so later I'll choose
03:28let's say Printing and Proofing and it gives me a bunch of print based or
03:32output based panels and then later if I want to go back to David's workspace,
03:36there it is, right at the top of the list, so I really, really like that a lot.
03:40Let me point out a couple other workspaces that you should know about, one is
03:45Getting Started. If you are new to InDesign and you may well be if you are
03:49watching this movie, then the Getting Started workspace is very simple, it's a
03:54paired down workspace, it only shows you a few panels and it only shows you a
03:59few menu items. This is an interesting aspect of workspaces, workspaces can
04:04actually hide menu items and I'll be showing you the trick to how to do that
04:08yourself in a later movie, but for right now you need to know that sometimes
04:12when you choose a workspace, it may hide some of the menu items.
04:16When it happens, you will see at the bottom of the menu something that says
04:19Show All Menu Items. So if you are looking for a feature and you can't find it,
04:24pay attention to that little thing at the bottom, you may need to click Show
04:27All Menu Items and as soon as I click on that you will see that there is a lot
04:31more features in there that I hadn't seen before.
04:34There is another way to get that as well, and that is to instead of clicking on
04:38a menu, you hold on the Command key on the Mac or Ctrl key on Windows and then
04:43it shows you all the menu items automatically without having to click on the
04:47Show Menu Item thing. So that's just a little trick, just in case for example,
04:51here is the Edit menu, not much there, but if I Command or Ctrl-click on it,
04:55there is a lot more features in there that had been hidden. So just be aware
05:00that when you are using something like Getting Started, it's going to hide some
05:03of those menu items from you.
05:04There is another interesting one in here as well that you should know about,
05:07called What's New, and What's New is helpful if you were a CS3 user and you are
05:13now using CS4. This workspace shows you all the things that have changed, so it
05:18opens up all the panels that have changed, like the Links panel has changed,
05:22the Preflight panel is completely new, so that one wasn't even there in CS3
05:26before. But also in the menus, if you click on a menu, you will see some items
05:31are highlighted and the highlighted ones are the ones that have changed in some
05:36way. Either there is a new item on here, like right here Page Transitions.
05:39That's brand new in CS4. That wasn't in the earlier versions. So Abode
05:44highlights it in that workspace so that you know something is new there.
05:48Workspaces fall into the category of what I call Blatner's first rule of
05:52publishing which is, 'Take time now, to save even more time later'. If you take
05:58a little time now to create your own custom workspaces, you are going to save
06:02yourself a lot of time down the line and end up a much happier InDesign user.
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Setting view options
00:0015 years ago, a lot of people talked about the term WYSIWYG, What You See Is
00:05What You Get. But the word fell out of favor after people realized that really
00:10could not trust what they saw on screen. Now InDesign makes WYSIWYG a reality
00:15because you can start to trust your monitor but in order to do that you will
00:20have to know how to manage InDesign's display options.
00:23Let me show you what I mean. In this document I'm going to go to the last page
00:28by clicking on the last page button in the lower left corner of the document
00:31window and I'm going to zoom in on this graphic, so we can really look at this closely.
00:36Now this is an Illustrator graphic and it has some Photoshop images sitting on
00:40top of it and it looks kind of rough, very stare steppe, jaggy, and that just
00:46doesn't seem right to me. I think that that is supposed to be very sharp edged
00:51vector images but you wouldn't know it from Illustrator. However, we can see
00:56that, we can see the high-res fine edges of it, if we go to the View menu,
01:02scroll down to Display Performance submenu and choose High Quality Display.
01:07You see Typical is selected right now, but if we choose High Quality Display, what
01:12we are doing is we are turning on InDesign's built in PostScript interpreter,
01:17and what it's doing is it's actually going in and reading the high-res files,
01:21that vector file from Illustrator, and it's drawing it exactly the way
01:26Illustrator draws it.
01:27InDesign and Illustrator and Photoshop, all share the same fundamental drawing
01:32engines. But in InDesign, in order to kick that drawing engine in so you can
01:36really see it like you do in Illustrator or Photoshop, you have to turn on that
01:40High Quality Display. So now, we are looking at high quality display and I'll
01:45even zoom in more here, so we can really see the sharp, shape edges, no matter
01:49how far I zoom in, it's always going to be sharp edges.
01:53I have zoomed in here to 4000% and I can see it exactly the way it looks in
01:58Illustrator. Well let's zoom a little bit here and take a look at this graphic,
02:03this is a Photoshop image and you can barely see the little pixels in there and
02:07if I switched and opened this images up in Photoshop, you know what, it would
02:11look exactly like this in Photoshop as well. When you have High Quality Display
02:16turned on, then Illustrator, InDesign and Photoshop all display their images
02:21exact the same, so that's really a good thing to.
02:23On the other hand if you work on a slightly slower machine, well this might
02:27slow you down a little bit and so because it is calculation-intensive it has to
02:31go in there and deal with the high-res. data. So in that case it would be a
02:34good idea to go back to View menu and choose from the Display Performance
02:38submenu, Typical Display, so there you go. It looks a lot rougher but it's
02:43going to speed you up as you are working, you have a preference.
02:46There is a third option there you may have noticed under the Display
02:49Performance submenu called Fast Display, and that's -- basically just makes
02:53everything gray. Let me zoom out here as you can see what's going on, all of
02:57the images whether it's Photoshop image or Tiff or anything, all of those
03:02images get grayed out with a big X in the middle and that's useful if you are
03:06just trying to move through a document really, really quickly, but in general I
03:10don't even bother, it's not really the worth the hassle unless I was working on
03:14it, really slow machine I suppose.
03:16Let's switch back to High Quality Display, so we can see in this beautiful high
03:19res. and I'll talk about a few of the other options that help us change how the
03:25display looks on the page. You nay notice that some of these graphics have no
03:30lines around them, or these text frames have no lines around them and that's
03:35kind of strange because we know that in InDesign, everything has to be in a
03:39frame. So where are the edges of the frames?
03:42Well, I'll tell you where they are. We will go to the View menu; I'll scroll
03:46down here until I see Show Frame Edges. Show Frame Edges is what let's you
03:52control whether you see the edges of those frames or not. So I turned it on and
03:56all of those frames show up there.
03:59Let's look at some other things here. Those frame edges don't really print of
04:03course and in fact the guides don't print, these margin guides don't print, we
04:07know that, and also this little piece of green that is sticking off the bottom
04:12of the page, that's not going to print either, and I know that because it's
04:15outside the document page. It bleeds off, the word for that is bleeding, so
04:20this background color bleeds off the bottom of the page.
04:24Well InDesign typically shows you all of the stuff that bleeds of the page and
04:28it shows you all the guides and so on, but you can turn that off by going up to
04:33the application bar and choosing from the Screen Mode menu, Preview. When you
04:39are in Preview mode, you cannot see anything that not actually going to print,
04:43you see pasteboard gets grayed out, all of the stuff that is hiding off at the
04:46side of the page disappeared off into the gray as well, all of the frame edges
04:51disappear and so on.
04:52So preview mode is really nice mode to give you a sense of what the final look
04:57is going to be. You can also get to preview mode at the bottom of the Tool
05:00panel. Down here there is a little pop out menu that gives you the control
05:04between Normal, Preview, Bleed and Slug. I'll be talking about Bleed and Slug
05:09in a later movie, but generally what you want to use is Normal or Preview.
05:13By the way, there is keyboard shortcut for switching in and out of Preview
05:16mode, between Normal and Preview and that's the W key. As along as you not
05:20actually editing text, in which case W would have type see letter W, but if you
05:25are not editing text, you can just hit W and you go in and out of Preview mode.
05:30Now if Preview mode is a little bit too extreme, it hides too much of the page,
05:34well then you just take a look at the view menu and you can turn on and of the
05:38non-printing objects that you don't want, for example, we already looked at the
05:41frame edges, but we can also go to the Grids and Guides submenu and we can say
05:45things like Hide all the Guides, and when I do that, then the guides disappear
05:50including the margin guides and column guides and so on.
05:53I'll go ahead and hide the frame edges again, and you can see that now those
05:56disappear but I still do see some non- printing feature, like this stuff that's
06:01bleeding off the bottom of the page. As I mentioned, you can control all of
06:04that from the View menu, but you can also control it from the App bar, the
06:07Application bar in this View options pop up menu.
06:10Here we go, choosing Frame Edges on and off, Rulers on and off, Guides, Smart
06:15Guides -- we will be talking about Smart Guides in a later movie, your Baseline
06:18Grid which we will also be talking about in the later movie. So you have a lot
06:21of control from the application bar here, for what you want to see and what you
06:26don't want to see. Speaking of things we might not want to see, sometimes when
06:30you are looking your document especially if you want to look it spread and see
06:33how it looks, I'll back to Fit and Spread View here, Command+Option+0 or
06:38Ctrl+Alt+0 to fit spread in window and maybe I'll go into a Preview mode here
06:42so we can see what this is really going to look like in the final printed
06:45version, but these panels oft the side just dock over here and the Control
06:51panel on the top and the Tool panel and so, those things are really distracting
06:54for me right now.
06:55So I wish I could just make those go away and in fact you can, just by pressing
06:59the Tab key. Again when you are not editing text, and all of the panels will
07:05disappear, there we go. Now I can click on the screen maximize button, there we
07:10go, now we can see the whole spread without too much distraction. I better do a
07:15Command+R or Ctrl+R on Windows, to hide those rulers and I get a really nice
07:21view of the whole page exactly what it looked like when this spread prints out.
07:26Knowing what you are looking at is key to being efficient in InDesign and that
07:29lets you make the right design choices without having to print a lot of proofs
07:34and there are several other ways to control what you see on screen such as
07:37Color Management, Soft Proofing and I cover those in the InDesign Beyond the
07:41Basics title. Another way to control what you see is to rotate an entire spread
07:4790 or even a 180 degrees which is what I talk about in the next movie.
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Rotating spreads
00:00Not all documents are laid out so that text is right side up. If you are
00:04building a calendar for example, you might want to turn the whole spread
00:07sideways so that it opens vertically instead of horizontally. Or if you are
00:12building some cool packing or an ad that has text sideways or upside down, it
00:17would be helpful if you could rotate the screen view to make it easier to read.
00:22In the past, the only way to do that was to pick up your computer monitor and
00:25turn it on its side. Fortunately, InDesign CS4 now gives you the power to
00:30rotate the page view in 90 degrees increments anytime you want.
00:34For example, I have the sheet_v1 document open from the exercise files and I'll
00:39open the Pages panel and I'll jump to page 2 by doubling click on it. I can see
00:44that there is bunch of text on here that is sideways on this flier and I do not
00:49want to have to try and edit this text by turning my head sideways or
00:52something; that is just crazy.
00:54So, I'll select page 2 in the Pages panel. I'll go to the Pages panel flyout
00:59menu and scroll down to Rotate Spread View. From here I'll choose 90 degrees CW, which
01:06means Clockwise. The whole spread rotates 90 degrees and I can now read this text just fine.
01:13Now it is important to note that this is only changing the screen view. This
01:17will not change how the document will print, doesn't change how it exports to
01:21PDF or anything like that. It just changes it on screen to make it easier to edit.
01:26Also notice in the Pages panel there is this little Rotate icon here and that
01:31lets me know that something has changed about this document. That is
01:34particularly important if you rotate a page 180 degrees, because it may look the same
01:39in the Pages panel; it may even look more or less the same on your document
01:43window. But that little icon will tell you that no, it actually is rotated on screen.
01:48If I save my document and come back to it later, it will still be rotated on
01:52screen, so that is great! But if I save my document and I'm going to send it to
01:56somebody else to work on, they might get confused if they see some spreads
02:01rotated; they might not know what is going on.
02:02So, in that case if you are afraid that someone is going to get confused, you
02:06can clear the rotation out and you can do that from that Pages panel, flyout
02:11menu if you want, but instead I'll click off that. Instead I'm going to
02:15right-click on top of that Pages panel icon there or Ctrl-click with a
02:20one-button mouse.
02:21So in this case I'll right-click and I'll choose Rotate Spread View and I going
02:25to choose Clear Rotation. Clear Rotation simply takes that rotation completely
02:30off the spread and we are back to the way it was originally.
02:32Of course, standing on your head or turning your screen on its side may seem
02:37like more fun, but I think you will have to agree that Rotate Spread View is a
02:42bit more efficient.
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Using the New Window feature
00:00Scientists and artists have long known that looking at something from two or
00:03more points of view offers a perspective and an understanding that you simply
00:08cannot get any other way. There is even a word for it, Parallax. Now InDesign
00:13has a Parallax feature, but Adobe calls it New Window and you can find it up
00:17here in the Window menu.
00:18I'll choose Arrange and then New Window. When you choose New Window, you get a
00:24second document window that looks exactly like the first, except that Title bar
00:28has a little 2 after it. There is the second one and here is the first one.
00:32I'll go into 2-Up View mode so we can see that they look exactly the same.
00:36However, on this one, I'm going to zoom in so I can actually see the text a
00:40little bit more clearly.
00:41If I edit the text over here, you will see that I'm looking over here, but now
00:43this updates as well. They update in synchrony, perfect parallels of each
00:45other, but here I'm zooming in to see the little picture, and here I'm seeing
01:14the big picture to see how the text might re-flow.
01:15There are all kinds of ways that you might use the New Window feature. For
01:16example, you might have a long 50-page document and you want to make edits on
01:18page 1 and see how the text will re-flow all the way to page 50.
01:19So open a document, open a new window, set one of the document windows to page
01:211, the other document window to page 50, and as you edit on page 1, you will
01:22actually see the changes on page 50 in perfect real time; it is great!
01:24It can be incredibly helpful to work with two or more windows open on a
01:27document especially when you have a large screen or two monitors. But I find
01:31that people need to force themselves to use this features two or three times
01:36before they get hooked on it. But once you do that, once you really start using
01:39it, you are going to love it.
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2. Getting to the Features
Using the Tool panel
00:00It doesn't matter whether you are building a skyscraper or building an InDesign
00:03document; either way, you need tools to do the work and you can find all of
00:08InDesign's tools in the Tool panel over here on the left side of the screen.
00:12Let us take a quick tour of our Tool panel and all of its tools, so that you
00:16will be prepared to use them in the upcoming chapters. This Tool panel really
00:20is a floating panel. I can grab its little title bar at the top and drag it
00:24down and put it anywhere I want on my page.
00:28Once it is floating on outside of its dock, I can even make it two columns or
00:32one row. I'll do that by clicking on the little double arrow at the top. There
00:37is one row and there are two columns. So you have a lot of different options
00:42for how you want the Tool panel to appear on screen. That single column method
00:47I think is the best, simply because it saves the most screen real estate. I'll
00:51tell you what I like to do with this.
00:52I'm going to drag this over to the side of screen down near the bottom and I'm
00:56going to move it over until I do not see that blue. As soon as I see that blue
01:01line, it means it is going to dock there, but instead I'm going to move the
01:04cursor a little bit over to the right, so it does not dock. I like having this
01:09hanging out at the bottom left corner of my screen and the reason I do that is
01:13because I like having the upper left area for docking more panels.
01:17So you're going to see I have got all these panels docked up in the upper
01:19right. I like putting things over in the upper left as well. For example, I'll
01:23grab maybe the Info panel, drag it over and then dock that into that little
01:28blue line there. So now I have got the Info panel docked up here. I'll make
01:33this smaller so it doesn't take too much space.
01:34I have got Tool panel directly below it. If the Tool panel was actually docked
01:39against the left side of the screen, I would not be able to dock anything else
01:42against left side of the screen as well. It is just a limitation in InDesign.
01:46So that is a little trick that is helpful to know about.
01:48Now these tools in the Tool panel are in sort of groups. For example, the first
01:54two tools are all about selecting objects on the page and I'm going to get into
01:58much more detail about all of these tools in later movies. But the quick
02:03version is these are for selecting objects; this one is for drawing Bezier
02:07paths. The T is a Type tool for either editing text or drawing text frames.
02:13Notice that a lot of these tools have little black triangles in a corner there.
02:18That means there are more tools hiding underneath them.
02:21So, if I click and hold for a moment, you can see this little flyout menu that
02:25says, the Type tool and right beneath it the Type on a Path Tool. So whenever
02:30you want to put text on a path, you would use that tool instead of the Type
02:34tool. So that is an important thing to know about. I can also get that if I'm
02:37working in a hurry, I can get that little flyout menu by right-clicking or
02:41Ctrl-clicking with a one-button mouse. As soon as I click on that, it just pops
02:45right open here.
02:46So, I have got Pencil tool for drawing more pencil freehand things. If I could
02:50actually draw, I might actually use that. A Line tool lets me draw lines, of
02:54course. Now the next set of tools are for drawing frames and you will notice
02:59that there is a Rectangle, Ellipse and Polygon Frame tool and right below it,
03:04there is the Rectangle, Ellipse and Polygon Tool.
03:07Now that seems redundant and in many ways it is, because both of these set of
03:11tools draw frames. They just draw frames on your page and you can put graphics
03:15in them or text in them or pretty much anything you want in them and we will be
03:19going into that in later chapters. But technically, these ones with an axis
03:23through them are for doing graphics and the other ones are just for like
03:27shapes, like if you just wanted a rectangle on the page or something, just for drawing.
03:32Now below those, there are tools for rotating and scaling and shearing and so
03:38on. Skip over this Scissors tool for a second and point out the Free Transform
03:42tool. Those are all for transforming objects. So again rotating, scaling,
03:48moving, shearing things around. There are a lot of ways that you can transform
03:54your objects on the page. The Scissors tool will let you cut a path right in
03:59half if you need to for, just in case you need to do such a weird thing.
04:02Then there are a couple of tools for dealing with gradients and blends,
04:07feathering; we will be covering those when we talk about Effects and Filling
04:11with gradients. Then there are the tools for adding notes, if you want to add
04:15notes on a page. The Eyedropper tool for copying, formatting from one place and
04:20putting it into another then we have already talked in earlier movies about the
04:24Hand tool which lets use a pan around your page and a Zoom tool for zooming in and out.
04:29At the bottom of the Tool panel, we have a few things that actually are not
04:33tools at all; they are ways of handling the fill or the stroke. These are
04:37actually duplicates of features that show up elsewhere in the program, but
04:41Adobe wanted to give us redundancy so that if our cursor happens to be in the
04:45lower left corner of the screen, it is very easy to use these features. But we
04:48would find the same features in other panels elsewhere in the program as well.
04:53At the very bottom, we have the ability to fill with a color or fill with a
04:57gradient or fill with nothing. At the very bottom we have something we have
05:03seen before, the ability to change from Normal to Preview or Bleed and Slug
05:07mode, if we want to see those display options.
05:10So that is a very quick overview of all of those different features in the Tool
05:13panel. Again, I'm going to be getting into the details of those in later
05:17movies. But I do want to point out one more really cool thing about the Tool
05:20panel and that is, in fact, to me the coolest part of the Tool panel; and that
05:24is, you can use all of these tools even if you close the Tool panel entirely.
05:29I'll just click on this little button here and I closed it, it is gone, but I
05:33can still get to all of those tools. How? Well, every tool, every feature in
05:38the Tools panel has an equivalent keyboard shortcut.
05:42In the next movie we will not only explore those shortcuts, but even look at
05:46how to make your own.
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Learning keyboard shortcuts
00:00If you are as old as me, you might just remember the old DOS or CPM days when
00:05there was no mouse, no menus, just text, and you kept your hands on the
00:10keyboard at all times. While I'm glad those days are far behind me, I have come
00:15to realize that it is actually really efficient to keep your hands on the
00:18keyboard and to minimize the use of menus and the mouse. So when I'm trying to
00:23move fast in InDesign I turn to its shortcuts.
00:27In the last movie I mentioned how every tool in the Tool panel has its own
00:31keyboard shortcut, and that makes it really easy and efficient to move from one
00:35tool to the next. For example, the Type tool, this big T icon here, you just
00:41press the letter T and it jumps right to the Type tool. Now that is not
00:45Command+T on the Mac or Ctrl+T on the Windows, it is just the letter T. So if
00:50you are editing text, it won't work. But, if you are not editing text, if you
00:56are not inside of a text frame, then you just press the key.
00:59V goes to the Move tool or the Selection tool technically; Selection tool is
01:04the black arrow tool. A is Direct Select tool; R goes to the Rotate tool and so
01:10on. You don't need to know the shortcut for all of the tools, just the ones
01:13that you use the most often. There is even shortcuts for these features down at
01:18the bottom of the tool palette, the once that are not really tools. For
01:20example, X will actually reverse the order here. So right now the Fill is on
01:26top and Stroke in on the bottom.
01:27We will be talking about Fill and Stroke in the later movie, but trust me, that
01:31is what those icons are for. If you press the X key, it swaps them. So now the
01:35Stroke is on top and the Fill is behind or you can press W to get in and out of
01:40Preview mode, we talked about that in an earlier movie as well. W will go into
01:45Preview mode, hit W again and it toggles out of Preview mode.
01:48Let us go look at the menus for more keyboard shortcuts. Notice that when there
01:53is a keyboard shortcut assigned to a feature, it shows up in the menu. So Open
01:57is Command+O on the Mac or Ctrl+O on Windows, Place is Command+D or Ctrl+D on
02:03Windows and so on. So they all show up here in the menus, but there are a
02:08number of features in these menus that don't have any keyboard shortcut applied to them.
02:13Well, if you use those features a lot, you need a keyboard shortcut, and the
02:17good news is that InDesign will let you assign any keyboard shortcut to any
02:22feature in the program. This is incredibly useful. You can edit your keyboard
02:27shortcuts, you can assign new ones; you can remove shortcuts, whatever you want to do.
02:31The way you do that is by going to the Edit menu and choosing Keyboard
02:35Shortcuts. So we are going to edit the keyboard shortcuts and you get this
02:39really big and confusing dialog box. I find it really frustrating that Adobe
02:45can't come up with a nicer way to do the keyboard shortcuts, but this is what
02:48we have got, so let us see how it works.
02:51The first thing you need to know when you are editing your keyboard shortcuts
02:54is you need a new set. You cannot change your default keyboard shortcut set and
02:58you will see if you click on this pop- up menu that InDesign ships with three
03:02different sets, the Default set, Shortcuts for PageMaker and Shortcuts and for QuarkXPress.
03:08I was a QuarkXPress user for many, many years and I really thought that when I
03:12started using InDesign I figured, " Well I better switch to the shortcuts for
03:15QuarkXPress," and it turns out that it is a real mistake. I think that Adobe
03:19shouldn't even ship that anymore because some of the shortcuts are the same,
03:22not all the shortcuts are the same. It just ended up getting really confusing
03:26for me. So I switched pretty much entirely to the Default shortcut and then I
03:30made my own custom shortcuts to the way that I work and that way I can be more
03:34efficient. So I pretty much ignore these two. Let us just work with Default.
03:38Now, you cannot edit the Default, so you need to create a new set based on
03:43Default. So click on New Set. It says what do you want to base it on? I want to
03:47call this David's Keyboard Shortcut Set, click OK. It shows up here in the
03:54pop-up menu now. Now, the second thing we need to do to edit a keyboard
03:57shortcut is to find a feature that we are trying to edit. Let us say, I want to
04:03apply a keyboard shortcut to the Swash feature.
04:05I happen to know that InDesign has a feature that can apply a swash to a
04:10character, if the font has swashes in it. So I'm going to make a keyboard
04:14shortcut to apply a swash kind of a fancy curly character to a capital letter.
04:20So let us see how we do that. I need to find the Swash feature in this list of
04:26features and the problem is that there are all bunch of commands here and there
04:30a lot of product areas in here. So the feature is going to show up somewhere in
04:34here. This is going to get really frustrating to try and find that feature. So,
04:39here is a quick trick.
04:40Click on the Show Set button. When you click on Show Set, InDesign actually
04:45writes a little text file to disk, onto your hard drive and then it open that
04:49text file in the default text editor, maybe Notepad on Windows or TextEdit here
04:54on the Mac. Now that I have this text file open, I can scroll through this to
04:59find the feature that I want, but I'm not going to scroll through one page at a
05:03time or one line at a time, I'm just going to search for the feature I want using Find.
05:08So I'll do Command+F here on the Mac to do find. I assume it would be Ctrl+F on
05:13Windows and I can say, find me all the swash; all the commands that have swash
05:18in it. Click Next, there it is. Character: OpenType: Swash. I can see right
05:24here it says, none defined. That means InDesign does not have a keyboard
05:28shortcut to find for that. So what product area does that feature live in?
05:33Well, I'll scroll up here until I'll see the product area listed and I can see
05:37that the product area is panel menus.
05:40That is the information I needed. So let us go ahead and close this, go back
05:44out to Keyboard Shortcuts in InDesign and I can see Product Area, panel menus,
05:49there it is, panel menus. I know the feature is living somewhere in this list
05:53and if I recall, it was Character: OpenType: Swash. It was down here, there we go.
06:00Character: OpenType: Swash, that what it is called. Now let us go and find
06:03it now, Character. I'll scroll down here until I find Character: OpenType:
06:08Swash, right there. That is the feature and I can see there is no current
06:13shortcut applied to it. So I'm going to make one.
06:15Let us go ahead and click down here in the New Shortcut field. I'll type a
06:19shortcut and I can see that it is currently assigned to nothing. Well, that is
06:23pretty good. Like if I did Command+S, let us say, or Ctrl+S on Windows, we
06:27could see that is currently assigned to Save. So I don't want to use that, of
06:30course. So I'll try this other weird keyboard shortcut, find something that
06:34works, then I click Assign. Do not forget to click Assign; if you forget to
06:39click Assign, it won't work. So click Assign, it moves it up into the current
06:43shortcuts and now I can click OK.
06:45I now have a keyboard shortcut for that feature that I didn't have before,
06:50which is very exciting. Let us go ahead and try it out. So I'm going to use my
06:54Type tool. I could have just pressed T, right, if I were smart I would have hit
06:58T to choose that, instead I clicked on it. I'm going to use my Type tool to
07:02drag over this N down here. Let us zoom into 200% with Command+2 or Ctrl+2 on
07:08Windows and I'll move over a little bit with the Option+spacebar or
07:11Alt+spacebar on Windows to pan over. I have selected that N and I'm going to
07:16try my keyboard shortcut. Ready? I'll press all those modifier keys and hit S
07:21and there we go. It made that character into a swash.
07:25So that is pretty cool! Very, very easy to assign keyboard shortcuts to any
07:30feature in InDesign. There are hundreds of keyboard shortcuts in InDesign that
07:34you can apply your own shortcuts to. You might want to avoid keyboard shortcuts
07:40if you work by the hour perhaps, but for those of us who are trying to get our
07:43work done faster, who are trying to become more efficient, it is really worth
07:47taking the time now to define as many shortcuts as you can and then use them as
07:52often as we can.
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Using contextual menus
00:00Sure, InDesign has a lot of cool features up here in the menus, but which
00:04features are relevant to what you are doing right now. For example, if I choose
00:08the Type tool and I'm selecting some text, it would be really cool to get a
00:12list of frequently used features that relate just to text. Can I do that? Sure,
00:18I need a Context menu. A Context menu is what you get if you right-click with a
00:23two button mouse or Ctrl on a Mac with a one button mouse.
00:26You just get a little menu that shows up wherever you clicked and it list all
00:30of the different features appropriate to what you are doing right now. Like
00:33changing your font to your size or going right to Find/Change or doing spelling
00:38or things like that.
00:39There is context menus all throughout InDesign, and it is really a good idea to
00:44getting a habit of right-clicking on things. For example, I can go do the Pages
00:47menu and right-click on a page and then I get all sorts of options for things I
00:51can do with that one spread or that one page.
00:54Same thing here in the Swatches panel. right-click on a color swatch and I get
00:58a bunch of options that are appropriate for this particular swatch. Almost all
01:02the panels in InDesign have Context menus.
01:05I'll get into what each of these features actually do in upcoming movies, but
01:09for now the important thing is that you know where to look. Just like keyboard
01:13shortcuts, you don't have to use the Context menus, but you are sure missing
01:17out on a world of good if you don't get into that right-clicking habit.
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Customizing menus
00:00We saw in our earlier movie that InDesign lets you edit your keyboard shortcuts
00:04and that the more you customize InDesign to the way that you work, the more
00:08efficient you will be.
00:09Well, InDesign lets you edit not just your keyboard shortcuts, but even your
00:13menus. For example, let's look at the File menu. Maybe you never use XML, and
00:19if you don't, then why would you want to clutter up your File menu with this
00:23Import XML feature. Or another example may be you find yourself always looking
00:28for the Revert feature, but you can never see it. It's just for some reason not
00:32popping off that menu clearly enough.
00:34Well, what if you could colorize it so that you see it really, really quickly.
00:38Well, we can do both of those things by going to the Edit menu and choosing
00:42menus. We are going to edit the menus. The Menu Customization dialog box is a
00:47pretty straightforward dialog box. It is relatively easy to figure out what is
00:50going on here. The first thing we need to do is create our new set of menus. So
00:54I'm going to click Save As and I'll save this as David's menu Set. You can call
00:58it anything you want.
01:00Now I'm going to click on the menu that I want to customize, in this case the
01:04File menu, and I can look for the feature that I want to change. In this case,
01:08Import XML. To make that disappear, to make it so that it doesn't show up in
01:13the menu, I simply click on that little eyeball icon, and when that is gone, it
01:17won't appear; that is pretty cool.
01:20Now I'm going to change that Revert feature. That's the one that I always want
01:23to find, but I can't for some reason see it clearly enough in the menu. I don't
01:26know if you are like that, but that happens to me all the time. There are menu
01:29items that are right in front of my face, but I just can't see it.
01:32So I'm going to colorize it, by clicking on the word None. So I get this little
01:36popup menu, and then I'll choose a color, let's say Yellow. Now, when I click
01:40OK, and I'll go look at the File menu, I can see up there it is. It's really
01:45easy to see Revert now right, because it's colorized. And then where is XML, it
01:50is not there, it is hidden. Instead, we see this at the very bottom of the
01:55menu, Show All menu Items. If I select that, then suddenly you will see up,
02:00there we go, Import XML just showed up.
02:03So that's how you can find the menu items that are typically missing. Again, if
02:08I click on the menu, it's missing, but I can click on Show All menu Items. We
02:12actually saw in an earlier movie a little shortcut trick there. If I hold down
02:16the Command key or the Ctrl key on Windows and I click on the menu item, it
02:22shows up automatically. So I don't have to take that extra step of choosing
02:26Show All menu Items. That modifier key tells InDesign to show all of the
02:30features even if they were supposed to be hidden. So that's pretty cool.
02:34Now, once you have setup your menus to the way that you like them, it will be a
02:39good idea to save that in a workspace. And as we discussed in the workspace
02:43movie, we can do that by going to the workspace pop-up menu and choose New
02:47workspace. Give it a name and then make sure that menu Customization is turned
02:52on. If you don't have this checkbox turned on, then the menu changes that you
02:56made will not be saved in that workspace.
03:00Customizing your menus costs a few minutes of your time, but reducing the
03:04clutter you don't need and streamlining your workflow, that's priceless.
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Using Quick Apply
00:00I love keeping my hands on the keyboard as much as I can when I work. As I have
00:04said before, it's all about efficiency. So you can just imagine the neurons
00:09firing in my brain's pleasure center, when I saw a feature that just about
00:13obliterates any reason to use a menu at all, and that feature is called Quick
00:17Apply, and it is simply life changing.
00:20Quick Apply started back in CS2 as a way to apply character styles, paragraph
00:25styles, object styles. Styles are a way to gather together a bunch of text or
00:30object formatting and give it a name, and then you can apply it quickly.
00:34I talk about how to make styles and apply them elsewhere in this title. But,
00:38let me just show you an example, I have made an object style called Small Drop
00:43Shadow and I want to apply it to this object up here. So I'm going to select
00:47that in the upper left corner. I'll zoom into it, so we can see it better by
00:51pressing Command+2 or Ctrl+2 on Windows, and I'm going to apply that object
00:55style to give this a drop shadow. So here is what I do. I press Command+Return
01:00on the Mac or Ctrl+Enter on Windows, and that opens the Quick Apply Window
01:05right up here in the upper right corner.
01:07I can actually move this anywhere I want. It's just a floating panel, but I
01:10like having it up there in the right corner. That is just nice place to put it.
01:13So I have this little flashing icon in the field there, because InDesign wants
01:18me to type in the name of the thing I'm looking for. So I type SMA and it
01:23guesses because I have an object selected on the page, it guesses an object
01:27style called Small Drop Shadow, that's the one I want. So as soon as it guesses
01:32the one I want, I hit Return. You don't have to type the whole thing out, just
01:36type enough for it to guess properly.
01:38Then I hit Return or Enter, and it applies that object style to those selected
01:43objects. Very, very easy, but Quick Apply is even smarter than that. You can
01:47use it to choose any menu item in the program, any feature in the program you
01:52could apply with Quick Apply.
01:54Let's say, I want to apply a Bevel and Emboss to this object. So it's selected
01:58on the page, I press Command+Return or Ctrl+Enter on Windows to open Quick
02:02Apply. Now, notice that it remembered what I typed there, that SMA and that's
02:07not what I want. So I'm going to delete that, and instead I'm going to type bev
02:11because I want Bevel.
02:13Now, what's going on here? Nothing is showing up on my list, and the reason is
02:17you can filter what you want to appear and what you don't want to appear in the
02:21Quick Apply menu with this little menu item here, and right now I have Include
02:26Menu Commands turned off. If I want to see menu commands, I have to have that
02:30turned on. So I'll choose that, and we can see that bev, guesses up, there is
02:36the menu item for Beveled Rectangle. That's not the one I want. Here is the
02:40menu item for Bevel and Emboss, that's the one I want.
02:42So I'm going to press the Down arrow to select it. I can press Down arrow and
02:47Right arrow to move through the Quick Apply list. As soon as I have the one
02:51that I want selected Bevel and Emboss, I simply press Return or Enter, and it
02:56up comes the feature. There is the Bevel and Emboss pane of the Effects dialog
03:00box. I'll click OK. I'll just hit Enter for clicking OK, and you can see it
03:04apply the Bevel and Emboss to this object.
03:06Let me show you one more thing about Quick Apply, which is important. Remember,
03:11I use this little menu to choose to filter out what I want to show up and what
03:14I don't want to show up, but see this little code here m: or o: and so on, what
03:20that means is I can filter out everything except for one type of feature and
03:26let me show you an example.
03:27I'll click on the Type tool, I'll select this text down here, the word
03:31Magazine, and I want to apply a paragraph style to that text. So I bring up the
03:36Quick Apply one more time. I'll get rid of the bev up there by pressing Delete,
03:41and I want to only show paragraph styles. So what was the code again, the code
03:46was for paragraph styles is p: there we go, p: so I'm going to type p: and
03:53there we go. Only paragraph styles now show up in the Quick Apply window there.
03:58So that's a really handy way if you like using Quick Apply a lot, you can type
04:01p: for that or c: for just character styles or m: for just menu items, things
04:07like that. Nice way to move quickly through with the Quick Apply dialog box.
04:12If you bring up Quick Apply and decide that you don't want to use it after all,
04:16no problem, just hit the Escape key and it disappears. If you want to be super
04:21efficient in your work, you are definitely going to want to make Quick Apply your friend.
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3. Creating a Document
Creating new documents
00:00Finally it's time to make a new InDesign document. The way to make a new
00:04InDesign document is to go to the File menu and choose from the New submenu
00:09Document or on the Mac, you can press Command+N. On Windows you press Ctrl+N.
00:15But instead of making a document from here, right now, I'm going to show you a
00:19little trick.
00:20You can create a new document from a Template and you can do that in a number
00:24of ways. You can choose Browse in Bridge or the best way is from here, in the
00:29welcome screen, click Create New From Template. When I click on From Template,
00:35it opens Adobe Bridge and it takes me right to a folder full of cool InDesign
00:40templates that Adobe has put together for you and I know a lot of designers
00:44say- oh! I have never used a template. But really they have done a very good
00:47job putting together some cool templates.
00:49For example: here inside Brochure. I'll just click on that, you can see a
00:53number of different brochures on here and when you select one, over here in the
00:57Preview area, you can go through one page at a time to see what that thing
01:01looks like and if you like it, go ahead and open it. We will just double click
01:05on it and it launches that inside InDesign.
01:08So not only do we have all the pages here but we also have things like
01:12paragraph style and character style, master pages. They have done a nice job,
01:17putting together template that you can customize. So you can come in here and
01:20replace all the images because you probably don't want cover this guy staring
01:24at you from your brochure but you can replace all the images and replace the
01:27text at will. So just a good thing to think about.
01:30In this case, I'm going to go ahead and close that. I won't save it and I'm
01:34going to go ahead hide that other documents we don't have to look in Bridge
01:38anymore and we are going to go ahead and create a new document and again you
01:42can do it from the File menu or you could say, create new document, just click
01:46on the New Document icon here and it opens the New Document dialog box.
01:50So let's take this dialog box one step at a time so that you know what's going
01:55on here because it can be a little confusing if you don't know what some of
01:59these features mean.
02:00Let's start here with Number of Pages. Some people know that they want to have
02:05a 16-page document and you could just type 16 in here and you would get a
02:0916-page document when you click OK. I, typically, just start with one page and
02:13I'll add pages as I go, later on, as I'm working in InDesign. It doesn't really
02:17matter, it's completely up to you but it's nice to have that option.
02:21Facing Pages has to do with what kind of document you are creating. If you are
02:25creating a book or magazine where there is clearly a left-hand page and a
02:29right-hand page then you want to have Facing Pages turned on. But if you are
02:33doing a flyer or an ad, a little brochure or something, you may not really need
02:38Facing Pages and its probably good idea to leave that turned off. I'll leave it
02:42on for right now.
02:43Master Text Frame has to do with whether or not InDesign will place a text
02:48frame on your master page automatically. If fact if you are QuarkXPress user
02:53then you know this feature already. In QuarkXPress it's called Automatic Text
02:57Frame and in QuarkXPress you really needed that most of the time if you doing a
03:02book or any kind of long document. But in InDesign, you almost never need that.
03:07Over the past couple of years, I can't think of a single document I have
03:10created with where I had had Master Text Frame turned on. It's just not that
03:13important in InDesign. It's really a holdover from the old QuarkXPress days but
03:18you don't need it. In a later movie, I'll discuss how to import text and how to
03:22create your text frames in a way that you don't need to use this anymore. So I
03:26leave that turned off most of the time.
03:28Page Size, this should be your final page size. You, typically, don't need to
03:32add space for, let's say crop marks or anything else, on the sides, just your
03:37final page size. So if you are going to be printing on Letter size, which in
03:41the US is, you know, 8.5" by 11". You would choose that. But there are lots of
03:46other presets in here as well. For example: You might be printing on A4 pages
03:51or may be a Compact Disc size, that's just sort of build in there for some reason.
03:55Also new in CS4 are all of these interactive sizes. So, for example, if you are
04:00making an interactive PDF or a Flash file, something like that, you might want
04:05to choose one of these sizes; 640 x 480 pixels and if you choose that, you will
04:10see that it automatically gets changed in the picas or inches or millimeters or
04:14whatever measurement system you are using, it gets changed here in the Width
04:18and Height field. It does that automatically but don't worry it's still behind
04:22the scene, 640 x 480. It's actually 640 x 480 points. It should say points here
04:29because when you are doing interactive document in InDesign, one point equals
04:34one pixel in the final document so that just add a little thing to think about.
04:38In this case I'm going to leave this set to Letter and let's look at
04:41Orientation. Orientation is simply, is it taller than it is wide or wider than
04:46it is tall. You can choose one or the other and it will adjust these numbers
04:49appropriately.
04:50The Columns and Margins section of the New Document dialog box enable you to
04:55add guides on your pages. I'm going to be talking about columns and margins in
04:59future movies but the main thing I want to say, right now, is that these are
05:03just for guides. They don't mean that you have to use this number of columns in
05:07your document or you have to stay within the margins or something like that.
05:11They are just helpful guides to keep your documents more consistent. So you can
05:16use them or not, it's up to you, but let's say you wanted to create something
05:20with maybe two or three columns, I'll just click on the up arrow here or you
05:25can change the number inside the field here. Let's say, three columns and each
05:29one is going to be, may be one picas six between each column in the Gutter and
05:34then you can change you margins.
05:36Now notice that before I change my margins, look at that little icon here. That
05:40chain icon you will see throughout InDesign. It's all over the place and it
05:45means that all four of these fields are linked together. That means if I change
05:50any one of these, let's say make it 5 picas and I'll hit tab to take effect,
05:55all of them change to 5 picas. So if you want to have different margins, you
05:59are going to have to unlink it, which you can do by simply clicking on it. Now
06:03they are separate. So I could say, may be I want the Top margin to be 6 picas
06:08and the Bottom margin to be 5 picas. Inside we will make it, kind of big, may
06:13be 10 picas and Outside let' make it little bit smaller, 3 picas.
06:16Now you think that we are done here but we are not because many dialog boxes in
06:21InDesign have this More Options button and I don't understand that because my
06:27feeling is look we paid for the features, we should get them all, right? So
06:32let's go ahead and click More Options and we can see there is features that
06:35InDesign was hiding from us. I do not like it when it hides features from me. I
06:39want to see everything.
06:41Now what it was hiding was the Bleed and Slug features and the folks that Adobe
06:45hide that because they think that this is going to scare you for some reasons
06:49because, I don't know, may be you are afraid of slugs. But I'm very comfortable
06:52with Bleed and Slug so I'm going to leave that open.
06:55Now Bleed and Slug is another type of guide that goes on the outside of your
07:00document page, out on the pasteboard and we will be talking about Bleeds and
07:04Slugs in a future movie but I just wanted to point out this is where you can
07:08specify those things. Bleed values so how far off to the Bleed guides are set
07:14on the pasteboard or how far away from the page are your Slug guides. They are
07:17just additional guides for your page and on your pasteboard and there you go,
07:22once again you have got those link or unlink icons sitting of to the side there.
07:27Now once you have set up your New Document dialog box the way you like it, if
07:30there is any chance that you are going to be doing another document in the
07:33future with the same settings, it's a good idea to click on Save Preset. Save
07:38Preset simply grabs all the information in this New Document dialog box and
07:42let's you put into a document preset which will show up in here in the Document
07:46Preset pop-up menu.
07:46Also go ahead and save this by clicking Save Preset and I'll call this David's
07:52Happy Preset, you can call that anything you want. I'll click OK and you can
07:55see here it is. It's right there in the preset. So we can do the Default value
07:59or David's Happy Preset and I'll click OK and up comes my document and it looks
08:05very pretty indeed and if you made something wrong, if something doesn't look
08:09right, like right now I am, kind of, surprise because this is landscape instead
08:13of portrait. I thought I was going to get portrait.
08:15So if something is wrong, don't panic. You don't have to go back. You can
08:19always change those values by going to the File menu and choosing Document
08:23Setup. Document Setup takes you right back to where you can change a lot of
08:28those values and in this case, out there it is. There is the Landscape, I want
08:32to make it Portrait so I'll click on the Portrait button, click OK and there we
08:35go. Now it's looking the way I was hoping it would.
08:38Making a new document with the proper settings is the first step in creating a
08:42strong foundation for your publication. In the next few movies, I'll cover many
08:47other settings that you should pay attention to when building your documents.
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Saving and reverting documents
00:00Once you have a new document in this case the new document that I started in
00:04the last movie you should save it to disk and there are three ways to save your
00:08documents they all live in the File menu; Save, Save As and Save A Copy. Let me
00:14talk a little bit about how each of these is different right now because my
00:18document has not yet been saved both Save and Save As do the same thing they
00:22both would open up the Save As dialog box. Let me give it a name to me where to
00:27put the file and let me choose a format. You have two options for format,
00:31InDesign document or InDesign template.
00:34Generally you are going to be saving documents but if you are creating a
00:37template that somebody else will be using to fill in text and graphics and so
00:41on, you could save it as a template. When they open the template file it will
00:45show up as Untitled so it won't let you save over at automatically. That is the
00:49only difference there. But in this case we are simply going to save a document.
00:53I'll click Save and it saves it to disk as Untitled1 as one I probably should
00:58have given it a little bit more interesting name but there you go.
01:01By the way you might notice in the background here I'm looking at the Finder
01:05and you will see in the name with this idlk extension. Do not worry about
01:09those. That is sort of a hidden secret file that InDesign uses just to make
01:14sure that nobody else works in the document while you are working on it. For
01:17example if you have this on the server then the idlK file will make sure that
01:22no other InDesign user can open that file off the server while you are working
01:26on it. That is all that is. And as soon as you close the document that idlK
01:29file will disappear. Just wanted to let you know what is going on there.
01:34Now that the document has been saved when I go to the File menu, Save is grayed
01:39out because I have not done anything new to this document but Save As would let
01:43me save the document with a new name let us say I'm working on a brochure and I
01:48get to a point where I really have a big difference between the last version
01:52and this version maybe I want to change it to a new name so I would use save as
01:57and I would change the name to Untitled- 1_version 2 and then click Save. Now I
02:03have got a second version of it and this version is the one that is open. The
02:07original one the version 1 is no longer open I'm not working at that one at all any more.
02:13Okay what is this third one what is Save a Copy, that is kind of a mysterious
02:17one. Save a Copy says to InDesign take the current state of this document with
02:22whatever text and graphics and changes I have made and save it off to disc as a
02:27copy but do not change the version I'm working on. That is if I save a copy now
02:33I can save this off as radical change brochure thing whatever.
02:39Click Save and notice that, that saved off to disc here but I'm still working
02:45on version 2. So, this is useful when you have made a big change to a document
02:49and you want to save it just in case you might want to use it, you might not
02:53want to use it and then you can always go back to it if you need to. So Save a
02:58Copy is useful but you do not usually use it that often typically you use Save or Save As.
03:03By the way I mentioned earlier about saving files to a server there is actually
03:07an ongoing debate about whether you should Save To or Open files from a server.
03:13I personally believe that people should copy files to and from the server to
03:17their local hard drives and then work on those files locally it is just more reliable.
03:23However to be fair many people work on file saved directly on their servers
03:27with no problems at all. Ultimately, the choice is yours.
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Using Multiple Undo and Revert
00:00One of my favorite things about InDesign is the ability to experiment and never
00:04feel like anything I have done is set in stone. You can always go back to where
00:08you were, let me show you an example I have got the sheet V1 document from my
00:12exercise files, now I'm going to start editing. Let see I move this over here
00:16and move this down here, and I'm just going to play around with my design you
00:20should never feel like you are limited in what you can do. So I'm going to do
00:25all kinds of wacky stuff to it, and I can see that this is looking worse and
00:29worse and worse, as I'm moving along here and I'm saying this is just not
00:33really working out for me. I want to go back to the way it was.
00:36Well at this point I have two options I can go to the File menu and choose
00:41Revert and that will revert all the way back to the last time I saved the
00:46document. Everything I have done since I save the document will be thrown away.
00:50The second thing I could do is use Undo from the Edit menu, of course
00:55applications have the undo feature that is Command+Z on the Mac or Ctrl+Z on
00:59windows and if I choose that it undoes the last thing that I have done. That
01:04last way I messed up my document, and I can keep doing that. I'll use the
01:08keyboard shortcut that Command+Z on the Mac Ctrl+Z on the windows and back and
01:12back and back.
01:15Unlimited times when I just keep pressing the keyboard shortcuts until nothing
01:18happens anymore all the way back to the way it was when I started working on
01:23this document. Isn't that great? There are unlimited undo's in InDesign. You
01:27can go all the way back, even pass the last time you saved the document, all
01:32the way back to when you first opened the document to start working on it. Very
01:36powerful, unlimited undo's. This can save you from all kinds of problems.
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Setting margin and column guides
00:00In an earlier movie we saw that the New Document dialog box let's you set your
00:04documents Margins and Column guides, but what if you need to change your mind
00:08later on, or what if you want to have a different margins and different parts
00:11of your document. No problem! That is where the Margins and Columns feature
00:16comes in from the Layout menu, but do not choose it yet. Before you choose it,
00:20go tell InDesign which pages you want to effect. I'll go to the Pages panel and
00:26I'll double click on Pages 2 and 3 of my Bliss Magazine exercise file. That
00:31takes me to that spread and selects it in the Pages panel.
00:34I'm going to come out of Preview Mode and go into normal mode so I can see it
00:37on my guides, and I'm going to press Command+Option+0, or Ctrl+0 on Windows to
00:43Center my spread in the page. I'll close the Pages panel, so we can see what is
00:47going on little better; and now I'll go to the layout menu and choose Margins
00:51and Columns. This looks just like the Margins and Columns area of the New
00:55Document dialog box and we can choose a Top-Bottom, Inside-Outside margin and
01:01we can link those together or leave them unlinked.
01:04By the way right now this says Inside or Outside but if it were a single sided
01:09document instead of a facing pages document, this would actually just say Left
01:12and Right. Let us go ahead and change the Top margin to maybe, 1 inch and we
01:17can see that immediately it drops down. We can see that change because the
01:21Preview check box is turned On. If I turn it Off it goes back to the way it was
01:26before. If I turn it on I can see it affected by the changes I have made in
01:30this dialog box.
01:32So that Preview check box is a wonderful before and after button as it were.
01:35Let us go ahead and change the Columns as well I'm going to click inside that
01:40field and instead of typing 4 I'm going to use the arrows on my keyboard so the
01:45Up arrow moves up to 4, and then click again it goes up to 5 and so on. I could
01:50change the number or I could click on these buttons. They all do the same thing
01:54they can move up and down. I just personally like using those up and down keys
01:57on the keyboard.
01:58So, then I'll tab over to the Gutter field and I'll say let us make that 1p9
02:03instead, and you can gutter between each of these columns has been made larger.
02:09Notice that this just change as the guides on your page, not the object from
02:13the page. You can still put guides any where you want on the page. Guides are
02:17just that. They are guidelines for where you might put objects, but if you do
02:21want InDesign to change both the guides and your page objects at the same time.
02:25Let us say I want to change the bottom margin here and I want that text to move
02:29up to well you can do that but you have to use a Layout Adjustment feature and
02:35that is the topic for the next movie.
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Making a layout adjustment
00:00In the last movie we saw that you can change your Column and Margin guides all
00:04day and it won't affect the objects on your page. But what if you do want those
00:08changes to affect your text and graphics? Well in that case, you need to turn
00:11on Layout Adjustment. Let me show you what I mean. I'm going to go the next
00:15spread by pressing Option+Page Down and then I'll turn off Preview mode by
00:19pressing W and I'll center this spread in my window with Command+Option+0 or
00:23Ctrl+Alt+0 on Windows.
00:26Now I want to change the lower margin on this page so that it moves up and I
00:32want the text to move up too. So I'll go to my Pages panel and I'll select just
00:37Page 3. In order to do that I'm going to click once one Page 1 just to deselect
00:42this all spread and then I'll click once on Page 3. Now that selects Page 3 for
00:47any changes that I make to Margins and Columns. So I'll go to the layout menu
00:52and I'll choose Layout Adjustment.
00:54Now Layout Adjustment is the key to making Margins and Columns applied to text
00:59objects. I'll turn on a enable Layout Adjustment and now when I click OK I'll
01:04go back to Margins and Columns. The changes I make in this dialog box will only
01:10effect Page3 and because Layout Adjustment is on, it is going to affect both
01:15the guides and the objects on this page. For example, lets go ahead and change
01:20the bottom to something bigger; maybe 1 inch. I'll press Tab to go the next
01:24field InDesign, says, okay, let us see what it looks like because the Preview
01:28check box is turned on, and we can see that the margin moved up and the text
01:33frame moved up.
01:33Let us turn Preview off and you can see before and after. We can even change
01:38the number of Columns I'll change this from 3 columns up to 4 columns by
01:43clicking in here, and pressing the Up arrow and you can see that InDesign
01:46actually changed all three of these text frames. These are three different text
01:50frames and it changed the width and the height of each of those; and it added a
01:55new text frame. It was smart enough to add a new text frame and automatically
01:59link this together when I added a fourth column. Pretty cool!
02:03I'm going to click OK and we can look at that. There is 1, there is 2, there is
02:063, and there is 4th column, a new text frame that InDesign created for me. I'm
02:11going to close the Pages panel here and you can see that two of these images
02:15did not get changed. This image got resized, but these did not, why? Because
02:21layout adjustment. And this is very important to know. Layout adjustment only
02:25works when the edges of objects touch guides. Let me undo and I'll show you
02:31what happened.
02:32Undo that change of the margins and you can see that this graphic went all the
02:36way to the edge of the Column guides, but these two graphics did not. They were
02:41aligned along their left edge but not along the right edge so that simply
02:45cannot work. It will not stand. So I'm going to enlarge that text frame to snap
02:52against that Column guide, and enlarge this one to snap against the Column
02:55guide, and now I'll try it again; let us see if it will work.
02:59Margins and Columns change the Bottom Margin to 1 inch; increase the number of
03:05Columns to 4. Click OK and we can say, yes, it did the text frames and the
03:12images all of these images. It did not actually change this text frame though.
03:16That one is messed up. So you have to pay attention to that thing when you are
03:20updating your document and prove carefully but we can see that these objects
03:24that were touching the edges of the columns did change exactly the way we
03:29wanted them to.
03:30Layout adjustment really relies on the margins and columns guides to do its
03:33magic. But there is another kind of guide InDesign as well it is called the
03:37Ruler guide and that is what we are going to cover in the next movie.
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Using ruler guides
00:00Designers love adding guides to their page to define zones and manage the
00:04space. Production folks love adding guides because it maintains consistency and
00:08helps layout pages fast. Whatever the reason you want to add guides, InDesign
00:13lets you do it in a number of different ways. For example I have my sheet V1
00:17document open from the exercise files and I'm going to jump to the second page
00:21by pressing Shift+Page Down. And I can see that there are number objects that
00:26are not really aligned very well here and I want to try to align them with guides.
00:30I'm going to do that by pulling a guide from one of the rulers. If I pull out a
00:35guide from this ruler up at the top, I get a Horizontal guide and if I let go
00:40of it while the cursor is on top of the page I get a Page guide. The guide just
00:45reaches across the single page. But if I pull out a guide from the ruler and
00:50let go of it while it is on the pasteboard, I get a pasteboard guide. Some
00:54people call this a Spread guide, because it reaches all way across a multi page spread.
00:59Another way to add guides to your page is by double clicking in the ruler. For
01:02example if I double click here in the Ruler right near the 3 inch mark, I can
01:07see a guide shows up right there. Now was that right at 3 inches. I meant it to
01:11be right at 3 inches and it wasn't. It's a little bit off, and I can see
01:15exactly how far off it was by clicking on it this is an important point. In
01:20InDesign all guides are objects, i.e. you can select them simply by clicking on
01:25them with the Selection tool. That is the black arrow tool, and the Control
01:29panel will show you exactly where that guide is. 2.9259 inches.
01:34It was not at three inches so that is frustrating. How do I delete that one?
01:39Well I can delete it simply by selecting it, which I have already done, and
01:43then pressing the Delete key. The Delete key will delete it just like it
01:46deletes any object. Now if I want to add it at exactly 3 inches, let me show
01:51you a trick. Hold down the Shift key when you double click. Shift+Double Click
01:56means add a guide here but snap it to the nearest tick mark, one of the little
02:01turning tick marks in the ruler. So shift double click will add the guide but
02:05it will make sure it is right snapped against that 3 inch mark, if I select it
02:09I can say, yes that at 3 inches that is pretty good.
02:13I can do the same thing up here in the Vertical ruler by Shift+Double clicking
02:17over here. It goes right at 11/2 inches. I'll do another one at 4. I could add
02:21these all over the place and they always snap right to those tick marks. So
02:25that is very, very efficient, some people like adding guides right at the edges
02:29of pages. But you really do not need to do that because in InDesign the edges
02:32of pages always act as guides by themselves that is object snapped to them.
02:38In general the reason the reason we add guides in InDesign is to snap things to
02:42them so that we get alignment. For example I want a guide right along the top
02:48of this edge but before I do that, let me clean this up a little bit. It's
02:53getting too much. I cannot even see where my objects are. I want to delete all
02:56of these guides and there is a little thing in CS4 that just does that. By
03:00selecting at least one guide on the page and then right-clicking on it or
03:04Ctrl-click with the one button mouse and down at the bottom of the context menu
03:08there is a new feature called Delete All Guides. So I'll go ahead and select
03:12that. That cleans everything up makes it nice and easy to see where every thing is so.
03:16Now I'm going to add guides again but I'm going to snap them right to the edge
03:20of the object. I'll pull this guide out and it is really cool that guide snap
03:25to objects. So it snapped right to that, and now I can see that one's aligned
03:31but this one is not aligned, I need to change the size of this by selecting it
03:35with a Selection tool and then I'm going to drag this top handle up until it
03:39snaps up against that guide. So guides snapped to objects, and object snapped
03:44to guides when you get close to them; that is, they are kind of sticky they
03:48pull things up against them.
03:50I'm going to move this image up and let us say I want to move this up right
03:53near that guide but I do not wanted to snap to the guide. Well, you can disable
03:58this snapping feature temporarily by holding down the Ctrl key on Mac or
04:03Windows the ctrl key will let you get really close to a guide without actually
04:07snapping to it. So that is a handy one to keep in mind when you are trying to
04:11do precise work when dragging things around.
04:14Okay let me show you a few more tricks having to do with guides because I just
04:17love guides InDesign. I'm going to pull a guide out here on to the page and
04:21just have it selected there and while it is selected I'm going to choose Edit,
04:27Step and Repeat, and I can change values of this to get duplicates of this
04:32guide. So for example I'm going to say I want to ten new guides and I want each
04:37of them to be exactly let us say 10 millimeters apart so ten more down the page.
04:43Click OK and boom there you go, so this is a very fast way to make grids on
04:48your page. For example, when I do this over here Step and Repeat I'll do ten
04:52more of these and, yeah, you want to do these at whatever that value is and now
04:57we have a very intense grid over here on the pasteboard, and I could move those
05:01over, if I needed to or whatever I wanted to do with them. There is a lots of
05:05cool things you can do with guides in InDesign but once you have done all this
05:08work to set up your guide what if you want to use them on another page or on a
05:13different document.
05:14Well, they are just objects so you could just select them I'll just drag over
05:19them and select these guides and then I could copy them and paste them. Or in
05:24the next movie I'll show you an amazing way to store pieces of your layout like
05:29guides like this so that you can use them anytime, anywhere.
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Finding libraries and snippets
00:00InDesign users often need to use the same object, same text or even the same
00:04layout in a number of different places either within the same document or
00:08different documents. Fortunately, you do not have to recreate that stuff each
00:12time, because InDesign offers three great ways to reuse your content. Let me
00:17show you the first one; it is Copy and Paste but with a little bit a twist. I'm
00:21going to reuse this Number 5 Magazine logo, so I'll select it with the black
00:25arrow Selection tool. Now I'll go to the Edit menu and choose Copy.
00:30Now I want to go to the next page so I'll press Shift+Page Down. I would like
00:34it to go right here on the page if I could but when I choose Paste, it does not
00:39show up there it shows up right in the middle of the page. Actually puts it
00:43right in the middle of the screen window, which happens to be in the middle of
00:45the page here. So wherever in the middle of the screen is that is where the
00:48Paste puts the object when you paste. Let me delete that, just hit the Delete key.
00:53Instead I'm going to show Paste in Place because unbeknownst to you when you
00:57copy something, InDesign actually remembers not just what it is but where it
01:02came from, the actual page coordinates. So when I choose Paste in Place, it
01:07shows up on exactly the same place on the spread, as it was originally. Now
01:11notice that I said Spread, not Page. So I wish that it came here on the page
01:16but in fact it came right over here that was pasted over here, because remember
01:21originally it was on the right hand page, Page 1 is a right hand page, and so
01:24here it showed up on Page 3 which is also a right hand page.
01:28InDesign remembers the coordinates based on the spread not the individual page
01:32some thing you need to keep in mind let us go ahead and delete and look at a
01:35different way that you can reuse objects from one place to another. Let me go
01:39back to Page 1, so Shift+Page Up and I'm going to select the same object here
01:45and I'm going to create what is called a Snippet. A Snippet is a way to save
01:49one or more objects on spread as a little file that you can re use over and
01:54over again. It remembers the page geometry, that is the coordinates of where
01:57everything was, and all the objects in that group or if it is just one object.
02:02It remembers that one object so how do you make a snippet. Well, there is two
02:05ways you can do it. You can take this object, I'm just dragging it around, and
02:09I'm going to drag it right out of InDesign on to my desktop and you could do
02:13that in Mac or Windows and notice what you get here is thing called Snippet,
02:17there are a bunch of number and letters. It just makes up a random, I think it
02:22is random number of letters and digits there to make a unique identifier, but
02:27you do not need to have it named that you can name it anything you want later.
02:30So that is one way that you can make a Snippet, let me show you another way to
02:33make a Snippet. Here in InDesign I'll choose File, Export and I'm going to
02:39place this up on the Desktop, so I'll use that little key board shortcut to get
02:42to the Desktop. On the Mac it is Command+D, I think goes to the desktop and
02:47then I'm going to name it My_snippet. Like I said you can call it anything you
02:51want. And note that it has an IDMS extension here. IDMS is the extension here
02:56for Snippet because I have the format set to InDesign Snippet. There is a lot
03:00of ways to export your objects or your files out in InDesign and I'll be
03:04covering those in later movies.
03:06But right now we are going to focus on InDesign Snippet so I save that out and
03:10you can see there it is, it is exactly the same thing it is just has as nicer
03:13name, so there you go. Now if want to reuse that Snippet later I'll go back to
03:18my second page with a Shift+Page Down. How do I get it on to my page? Well, you
03:23can drag and drop or you can place. For example I could come out here and I'll
03:27click on the Mac OS Finder and this again works with both Mac OS and Windows Explorer.
03:33I can select that Snippet and simply drag it back in. If I drag it back in here
03:38it places that group of objects on my page but there is another trick that you
03:42need to know about. Because notice that I just dropped it exactly where my
03:46cursor was, I'm going to delete that, I'm going to drag this back in but this
03:51time I'm going to hold down the Option or Alt key when I do it, when you do
03:55that it placed it not where the cursor was over here, but it placed it back in
03:59the original position. The actual page geometry, the original spread
04:03coordinates, just the way the Paste and Place were.
04:06So that little Option or Alt key trick is really good making sure your Snippets
04:10get back to the same place they were originally. I'll go ahead and delete this
04:14object and I'll show you the other way of getting Snippets in, File, Place.
04:18I'll choose Place from the File menu or press Command+D or Ctrl+D on windows
04:23and I'll choose my Snippet from the desktop here. Again does not matter which
04:26one you choose these are both the same and I'll say open, when you do that you
04:30get the place cursor. It gets you a little thumbnail icon of that Snippet which
04:35is helpful and once again I can either click and it will drop it exactly where I clicked.
04:40Let us go ahead and place it one more time and just for a completeness sake
04:45here or I can Option-click or Alt- click windows and that changes the cursor
04:51little bit. See the cursor changes a little bit to identify that when I click
04:55it is not going to go where I'm clicking it is going to go right back where it
04:58was originally so once again the page coordinates are honored, so cool. Let us
05:03go and delete that and then I'll select this and Delete this one and now I'm
05:07going to show you a third way to reuse your content in InDesign and that is
05:11with a Library.
05:12So we make a library by going to the File menu, going down to New and choosing
05:18library, so it is just going to be a new library and libraries are actually
05:22files on disc just like a document on disc. So I'll call this David's Library,
05:29you can call it anything you want and we see that we have an INDL extension
05:33here. It is very important to have those setup and library show up as panels in
05:38your InDesign document, so right now it is a blank panel so there is nothing in
05:42there how do we get stuff in we simply drag it in. For example if I want to
05:47reuse this chocolate 101 some time in the future I might want to put it in the
05:51library and I get it their by simply dragging right in to library.
05:55Just select it with the Selection tool the black arrow tool and drag it in. Or
05:59I could select this object down here, and just drag it in or maybe this image
06:04over here and drag it in. So you can fill up your library with all kinds of
06:07things. Let us go back to that first page and drag in that number 5 logo there.
06:12So I now have four objects in my library that I can use anytime I want. Perhaps
06:17I wanted this little scoop image whatever that thing is on my front page. How
06:22do I get it out? I simply click on it and drag right out. Drag it on to the
06:26page and there it is. So that is pretty cool.
06:29There is another way to get stuff out on to the page as well though and that is
06:33to use the Place command. We have looked at the Place command in the File menu
06:37a little earlier. This is a different Place command. This is a special Place
06:41command inside the library. So if I select this object down here and go the
06:46library flyout menu this little pop out menu that shows out here and I can
06:50choose Place Items.
06:52Place Items is different than Place from the File menu. Place Items means take
06:56the object in the library and place it on to the page and remember the page
07:01geometry, remember those coordinates so it places it on to the page and exact
07:05the same location as it was originally where is it remember, here we are, we
07:09are bitten again. It did not show up here because this is a right hand page.
07:14I'm going to have turn off Preview mode and I'm going to have to scroll way
07:17over here to where the left hand page would have been, if there were a left
07:21hand page here.
07:22And there it is that is the object that got placed when I used the place
07:26command to take it a little library. So again you have to be careful when you
07:30are using the place because it is going to remember the page geometry based on
07:33the spread not the individual page. Little things to keep in mind. By the way
07:38there are all cool things you can do at libraries. I'll show you a couple of
07:42them you can double click on the library item and give it a name so I could say
07:46this is my chocolate heading, know that it is a text object and you can even
07:51type some description in here if you want like this is a heading.
07:54Something like that and all of that information to get stored as metadata with
07:58this object in here which is kind of cool and you could say this one is going
08:02to be a scoop thing. I don't know what that is but let us call it scoop and we
08:07will call this one logo and then later, remember you might have hundreds or
08:11even thousands of objects in the library or even multiple libraries and you can
08:15go over down here to this little search icon click, we call it the Show Library
08:19Subset, but really is just a search because those are supposed to be little binoculars.
08:23So I can click on that and I could say search the entire library for anything
08:27with the item name contains logo, click OK and it just shows that one item here
08:33which is very, very handy. So this is a way that you can use a library kind of
08:37like an asset manager almost like a mini bridge so that you can find and keep
08:42track of all your important assets, so you can reuse them later.
08:47Using Snippets and Libraries and Paste and Place feature these are all great
08:52ways to save your self a huge amount of time by reusing those frequently used items.
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Saving for CS3 with INX
00:00Okay you have an InDesign CS4 file but you need to send it somebody who only
00:04has InDesign CS3. Unfortunately if you go to the File menu and choose Save As
00:10you will notice that there is not Save As InDesign CS3 feature. What will you
00:15do? What will you do? Well the answer is to Cancel out of here, choose from the
00:21File menu, Export and then in the Export dialog box choose InDesign CS3
00:26interchange file format otherwise known as INX. There is a bunch of different
00:31file formats in here but in this case you want INX. When you save an INX file
00:36and send it to a CS3 user they can open it in their version.
00:40Of course not all the feature come along for the ride any of the new CS4
00:44features are stripped out when you open it in the earlier version. For example
00:48conditional text or something where as InDesign CS3 didn't have that feature.
00:51So it can't support it. Now as it turns out the INX file is useful for other
00:56things too. For example every now and again I find a document that acts a
01:00little strangely. Some times the color shows up in this Swatches panel that I
01:04can't delete, or maybe the pasteboard around my page gets really huge. Often
01:09the easiest solution for this kind of weirdness is to Export the file to
01:13INX and then open it back up again InDesign.
01:16Yes, you can re-open your INX file in InDesign CS4, and that seems to clear out
01:21any garbage that might have snuck in along the way, like minor corruption
01:25of the document. It is rare that you need to do this but it can get you out of
01:28some weird jams. So I really want to make sure that you know about this trouble
01:32shooting technique. Another option in to Export the file in the IDML file
01:37forma, the InDesign Markup Language file format, and you can open that in CS4. CS3
01:42does not support that. Actually if you are just going to be exporting to the
01:46disc and then reopening at back up in your version of InDesign CS4 IDML might
01:50actually be more robust than INX at this point.
01:53But like I said only CS4 supports it. In the future I expected IDML will
01:57probably replace INX as a standard interchange format but for right now if you
02:02need to send files back to CS3 users you better use INX.
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Converting QuarkXPress files
00:00If you have been using QuarkXPress or Pagemaker for a while you probably have
00:04files that you want to update or templates that you want to use and you are
00:08dreading having to recreate them in InDesign. Well, the good new is that
00:11InDesign can open QuarkXPress files from version 3.0 and 4.0 as well as
00:17Pagemaker 6.5 and 7.0 files. But the bad news is that InDesign cannot open
00:23files from XPress 5.0, 6.0, 7.0 or 8.0. It just can't do it, if you have files
00:28from one of those later versions of QuarkXPress you might want to get a plug-in
00:32from a company called Markzware. The plug-in is called Q2ID, and Q2ID is a
00:37little plug-in that you install it and suddenly InDesign can open those later
00:41version XPress files.
00:43If you do have QuarkXPress 3.0 or 4. 0 document that you want to open in
00:46InDesign, let me show you how to do it, it's very complex. You go to the File
00:51menu and choose Open and choose the QuarkXPress file, here you go, and just
00:56click Open, and that's it, it opens it. It's just as simple as that. You just
01:01open the QuarkXPress 3.0 or 4.0 documents, and it converts everything into an
01:05InDesign object, and it does a pretty job at it too.
01:08It's not perfect, it doesn't always get everything but it's 90-95% accurate
01:13most of the time, and you have to understand, Quark didn't exactly go to Adobe
01:17and say, here's our file format, please open our files, take all of our
01:21customers. They didn't do that. But Adobe did figure out how to open those
01:26XPress 3.0 and 4.0 documents and do a pretty good job of it, and color swatches
01:30come across just fine, most of the images come across fine, the text comes
01:35across. There are a few things that you need to watch out for.
01:37For example, text might re-flow a little bit. QuarkXPress and InDesign have
01:42different text-rendering engines, text composition engines, and so the text may
01:47re-flow a little bit, it usually does, not always, but it usually does. That's
01:51something to watch out for.
01:52Sometimes images come in a little wonky, but usually it works pretty well, it's
01:56just worth proving your document to make sure that everything is the way you
02:01want it to be, it's not a seamless transition at all.
02:05By the way, there is a trick for really making sure that it opens as well as it
02:08possibly can, and that is, if it's at all possible open your QuarkXPress
02:13document back up in QuarkXPress or the Pagemaker document up in Pagemaker and
02:17do a Save As. Well, actually first make sure all the images are linked properly
02:21in QuarkXPress or Pagemaker, make sure all the fonts are there, sort of make
02:25sure it's alright in QuarkXPress and Pagemaker, then do a Save As which tends
02:29to clean out any gunk that has accumulated in the document, and then open that
02:33fresh new file in InDesign. That usually works best.
02:37That said there is a deeper problem with opening QuarkXPress or Pagemaker
02:41documents in InDesign, and that is this. If you open a legacy document and
02:45continue working with it, it's very unlikely that you are really taking
02:49advantage of InDesign's unique features, such as pasting one master page on
02:53another or nested styles or many of the other things we are going to be talking
02:56about in upcoming movies. After all those are the features that make InDesign
03:01more efficient and productive than those other programs. That's why as tempting
03:05as it is just to open the XPress document or the Pagemaker document in
03:08InDesign, I often recommend to clients that they seriously consider re-creating
03:13new templates or new documents in InDesign being sure to use its special and
03:17cool features.
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4. Managing Pages
Inserting, deleting, and moving pages
00:01You can use InDesign to design anything from a one-sided business card to a
00:04book, thousand of pages long, but as soon as you go beyond that business card,
00:09you are going to need to learn how to manage your pages, adding pages, moving
00:12them around, deleting them and so on. Well that's what we are going to cover
00:15here. All of those page features show up in two places in InDesign.
00:20First under the Layout menu there is a Pages submenu, which that lets you add
00:24pages and insert pages and so on. But all of those feature plus a lot more show
00:28up in the Pages panel. So let's focus on that. When you open the Pages panel in
00:33InDesign, the first thing some of you are going to notice is that it looks a
00:36whole lot like the document setup panel inside QuarkXPress. Let's make this a
00:41little bit longer and you can see that each spread is centered around a central
00:46spine right that goes right down the middle. Just kind of intuitive what's
00:50going on there, but it's not a very efficient use of your space and to me its
00:54all about efficient use of a screen real estate that's important.
00:57So I'm going to go to the Pages panel fly-out menu and I'm going to choose
01:00panel Options down at the bottom and this lets me setup how I want my Pages
01:05panel to appear in InDesign. The first thing I'm going to do is turn off Show
01:09Vertically. I don't like that Show Vertically option here. There is other
01:12things we can do as well like specify how large the icons should be inside the
01:17Pages panel. I'm going to make these little bit larger so we can see them
01:20better on the screen and that's up to you, depends on how big your screen is and so on.
01:25Also the Master pages do you want the Master pages to Show Vertically or what
01:30kind of icons do you want up here for your Master pages and then it shows what
01:34kind of icons that you want to show or not show. I like having it show the
01:38icons for all of those different things that we might be seeing in InDesign. I
01:43want to get as much information out of the Pages panel as I can and then
01:46finally it lets me choose what kind of Layout do I want. Do I want the Masters
01:50to be on the top or the Pages to be on the top and this is really just personal
01:54preference. I usually go with Masters on top, but honestly if you do a lot more
01:59with pages and you don't have a lot of Master pages it might make more sense to
02:02make pages on top but again that's up to you.
02:05Let's go ahead and click OK and we can see that now the real estate is being
02:10used much better here specially if I extend this out a little bit more to the
02:13right. We can really see the pages a lot better in here. Like some people
02:18really make this very wide, usually you wouldn't have quite such large
02:21thumbnails in here but I wanted you to see them better in the Pages panel here.
02:25So we can see that in the same amount of space we are now seeing a lot of more
02:29of the pages so l like that. That's really helpful and we see some icons in
02:33here like the Transparency icon saying that there is some transparency on this
02:37page. And again we will be covering details about what transparency is and how
02:40to deal with it in later chapters.
02:43Okay, now we have our Pages panel looking the way we want it. How do we insert
02:47a page? Well, there is several ways to do it. There is always more than one way
02:50to do it in InDesign I guess and so we are going to insert a page first by
02:54clicking on the Insert Page button and when you do that InDesign adds an
02:58individual blank page right after the currently selected page.
03:03So page one was selected and then it added page two after it. Let's undo that
03:08with Command+Z or Ctrl+z and I'll show you a way to give you more control.
03:13Instead of just clicking on that I'm going to hold down the Option key or the
03:17Alt key when I click on it. The Option, the Alt key in InDesign is sort of like
03:21the make better key it always gives you a little bit more options in this case
03:26adding a page.
03:27So Option or Alt-click on that gives you the Insert Pages dialog box. And
03:31that's really helpful because now we can say we want two pages and we can
03:35specify exactly where we want those pages to show up. After this page before
03:39the page, the end of the document and so on. So we have a lot of control here
03:43including what master page we want applied to those and again we will be
03:47covering what master pages are later on in this chapter.
03:50So I'll click OK and now we can see that two pages have been added right after
03:55page one. Now by the way that Insert Pages feature is also in the fly-out menu,
04:00this has a huge fly-out menu in the Pages panel, Insert Pages, Move Pages, we
04:05will be looking at some of these things but in most of the features that you
04:07are going to want are living either in the fly-out menu here or inside these
04:12buttons here.
04:13Now here is one other way that you can add a page and that is by duplicating a
04:18current page. I'm going to Undo the change we have made here. I don't need that
04:22blank spread after all. So Command+Z or Ctrl+Z on Windows to Undo that and I'm
04:26going to show you how you can duplicate a page that you already have laid out.
04:29Let's say I want another cover for some strange reason I can duplicate this
04:33cover by holding down the Option or the Alt key on Windows, Option on Mac and
04:38dragging that over and when you hold down that key that modifier key InDesign
04:43knows that you mean to duplicate it.
04:46So I now duplicated that over right in between page one and what was page two.
04:51I have an exact duplicate over there, right next to each other. Let me
04:54undo that, Command+Z or Ctrl+Z. If I drag it way over with the Option Key or
04:59the Alt key on Windows, I see a little hand with a plus sign in it. That means
05:04duplicated at the end of the document. So if I see a big thick line there like
05:10this that means place it here, place the duplicate right here.
05:13So I can place it in between these spreads or between the spreads but over here
05:18if I drag it way out to the side, I see a little plus sign in the hand that
05:22means duplicated at the end of the document. That's used for just in case you
05:26can't see the end of the document if you have a really long document and it
05:29doesn't all fit into the Pages panel.
05:31Now, that ability to drag and drop is not just for duplicating, it's also for
05:35moving pages around. So for example if I want to make move page two to some
05:39place else, I can simply select it by clicking on it once and dragging it down.
05:44If I drag it down, so I see this big thick line it means place it between those
05:48spreads and everything reflows appropriately. Let me undo that Command+Z or
05:52Ctrl+Z on Windows. If I want to move this whole spread some place else, I click
05:57on the numbers underneath it and that selects the whole spread and I can
06:00actually drag those numbers some place else.
06:02So let's move that whole spread down to the end but before that final cover
06:06page here we go. Now it moved down here. So moving pages typically is as easy
06:11as dragging and dropping. But honestly for some reason dragging and dropping
06:15it's a little confusing for me sometimes especially if you can't see all the
06:18pages in your document.
06:19So there is another way to move your pages around and that is Move Pages
06:23feature from the Pages panel fly-out menu. Move Pages gives you more control
06:29over where things you are going to move and you can specify exactly which pages
06:32you want to move. Here the pages 8 and 9, And you can even have more detail in
06:36here. You could say pages 8 and 9, let's say 1, 3, and this means move pages 1,
06:433 and 8-9 to some place else. And then you can say where do you want it to move
06:49after this page, before the page, same sort of settings before moving to the
06:53end of the document and you can even tell it to move it to a different document.
06:56Of course you have to have another document open. But if I had another document
07:00open right now, I could choose that document here and then finally I could even
07:03say let's delete the pages after moving them.
07:07So delete the pages from this document when you move them into the new
07:10document. Again that's only if you have another document open. I'm not going to
07:14do that right now that's kind of crazy. So let me hit Cancel and instead show
07:18you one last thing about pages and that's how to delete them. If you don't want
07:22the pages in your document anymore how do you get rid of them? You Delete them
07:25by first selecting the ones that you want. This case I'll delete this page 10
07:29here and then just clicking on the Delete Page icon that's that little trash
07:32can icon down there. It typically tells you watch out this page actually has stuff on it.
07:38So do you really want to delete it? And you can say Yes. If this drives you
07:42crazy just go ahead and click the Don't Show Again button and then it won't
07:46show up. I like to say that this is the yes I know what I'm doing button. If I
07:50delete it I mean that I'm really deleting it. So there we go, that one is now deleted.
07:54Now what If you want to delete multiple pages out of your document? Well, then
07:58you need to know our trick about how to select more than one page in the Pages
08:01panel. To select contiguous pages. Pages like from 1 all the way to 5. You
08:07select the first one by clicking on it once and then hold down the Shift key
08:11and click on the last one and this select 1, 2, 3, 4, 5.
08:15What if you want to select pages 1, 3, 7 or whatever pages that are not in a
08:20row? Well you do that by clicking on one and then holding down the Command key
08:25on the Mac or Ctrl key on Windows and then clicking on the other pages. So I'm
08:29holding down the Command key on the Mac right now. But you can hold down Ctrl
08:33and windows and select non-contiguous pages through your document. So I now
08:38have 1, 3, 5, 7, and 9 and then I can delete all of those by clicking on the
08:43Delete key. Boom! They are gone.
08:45If you start adding a lot of pages to your document like for a book, you
08:48probably want to break those pages into sections and we are going to cover how
08:52to do that in the next movie.
Collapse this transcript
Adding sections and page numbers
00:00Let's say your InDesign document contains all the pages for a 100 page book and
00:05the first 20 pages are supposed to be numbered with roman numerals or maybe you
00:10have a single document but you need to start it on page 47. In either case you
00:14need to define one or more sections in your Pages panel. So let's open up the
00:18Pages panel and see how it's done.
00:21In order to set a page number, first select the page that you want to affect,
00:24in this case page 1 and then go to the Pages panel submenu, its fly-out menu
00:29and go all the way to the bottom and choose Numbering & Section Options. This
00:34is control central for adjusting your numbering. Right now we have it set to
00:38Automatic Page Numbering. So it's starting at page number 1, but if we want it
00:42to start this one page 47, we will change this to Start Page Numbering at and
00:46then type in the number we want to start on. Let's say 47 alright.
00:50We can also define what we want the page numbering to look like here in the
00:53Page Numbering section, in the Style popup menu let's just choose regular
00:58numerals that 1, 2, 3 or we can have zeros before them if we like that kind of
01:02thing or use A, B, C or roman numerals and so on. Let's go ahead and use
01:07lowercase roman numerals. So we are going to start on page 47 in lowercase
01:12roman numerals and we are going to cover some of these other issues like
01:15Section Prefix and Section Marker in a later chapter. I'm going to click OK and
01:19we can see that immediately the Pages panel has updated.
01:22So instead of 1, 2, 3 we now have xlvii, which is page 47 in roman numerals. So
01:29we have changed each of those pages. Now what if we want the first few pages to
01:33be in roman numerals but then we want this page over here to start on regular
01:37numbering again. How would we handle that? Well we do that by again selecting
01:41the page that we want to affect, so I clicked once on this page L there and
01:46then I'm going to go back to the Numbering & Section Options dialog box. Click
01:51on that and we can say Start a Section.
01:54So we are going to start a new section here on this page and we are going to
01:58start it at whatever number we want to start it on maybe let's say page 1. We
02:02will start right fresh at 1, not in roman numerals but let's use regular
02:06numerals again. Okay, so this is going to start on page one. Well this is a
02:10little tricky because if I click OK, you are going to see how everything
02:14reshuffles around here. All the numbers changed.
02:17What happened? Why did this is become a right-hand page? Well, that's the
02:20problem. Page one is always going to be a right-hand page, not a left-hand page.
02:26So we need to start this on an even number if we wanted to be a left-hand page.
02:30I'm going to open up that dialog box again but this time I'm going to do it
02:34using a shortcut. I'm going to double- click on that little black triangle at
02:38the top. When I double-click on that little black triangle it opens up the
02:42Numbering & Section Options dialog box again, sort of a shortcut instead of
02:45going to the Pages panel menu all the time.
02:48So now I'm going to change the Start Page Numbering to page number 2, click OK
02:53and everything reshuffles back to the way it should be. So now we have a left
02:57and right-hand page spread here because page 2 is a left-hand page. There we
03:01go. That's a little thing you need to keep in mind when you are setting up
03:04sections in your documents.
03:06Alright, I'm going to jump to at the 4th page in our document here which is
03:11going to be this open page right 1, 2, 3, 4. I'm going to jump to the 4th page
03:16and I'm going to use the keyboard shortcut for Go To Page, which is Command+J
03:19on the Mac or Ctrl+J on Windows. Opens the Go To Page dialog box and I'll say
03:24Go to Page 4, and I'll click OK and the first thing I notice is that it did not
03:28go to this page, which is the 4th page. It went to page 4, which is this page over here.
03:34Well that's not the 4th page, how do I make InDesign go to the 4th page. I
03:39would have to type page 2 to get there. But there is a little trick and this is
03:43a important trick whenever your are dealing with numbering, that the trick is
03:47at add a plus sign to that. For example, let's say I want to go page 3. How do
03:51I go to page 3? The 3rd page here, Command+J on the Mac or Ctrl+J on Windows
03:56and if I type 3, it's not going to go to 3, right. It's not going to go to the
03:593rd page; it's going to go to this page over here, the one that's kind of
04:02called number 3, even though it's not the 3rd page. To go the 3rd page I type
04:07plus before it. +3 and that has nothing to do with mathematics. It's not adding
04:123 only thing. It's just a symbol that means go to the 3rd page of the
04:16document, click OK and we can see that it went to page 3 here, so that's really
04:21useful to keep in mind.
04:22Now it would be really useful to have page numbers on each of these pages.
04:27Maybe a page number in the upper right corner and upper left corner over here
04:31and as we will be learning in the next few movies anytime that you want
04:34something to appear on a bunch of pages you should put it on a master page. So
04:39let's just jump ahead of here, just for a movement and put something on a
04:43master page and then I'll be talking in future movies about how to get into
04:46details about the master page.
04:48To add something to a master page you double-click on it up in the Pages panel
04:52and that takes you to the master page and why don't I scroll over here and I'm
04:56going to turn off my Preview mode just so I can see all of the different
05:01objects on the page and I'll choose the Type tool and click inside this little
05:05frame in the upper left corner. I'll zoom into 200% here with the Command+2 on
05:09the Mac or Ctrl+2 on Windows, so I can see better.
05:12To add my page number into this text frame, I'm going to go to the Type menu
05:17and choose Insert Special Character and then choose from the Markers submenu
05:22Current Page Number. It's a long way to go for this page number but it's worth
05:26it. Current Page Number or you could type Command+Option+Shift+N or
05:30Ctrl+Alt+Shift+N on Windows and that will insert a page number character and we
05:35can see that it just says A here because we are on master page A. We will
05:39getting into page numbering a little bit more later.
05:42Let's go ahead and zoom out. I'm going to use my Power Zoom tool to zoom out.
05:47We talked about this in our earlier movie using the Hand tool feature. I did
05:51Option+spacebar and then hold down the mouse button to go into the Power Zoom
05:55mode. Now I zoomed way over here and I'm going to use the same special
05:59character here. This time I'll just type the keyboard shortcut that we learned
06:02just a moment ago and that adds that special character here. Again it just says
06:07A here but when we go back to our document pages we'll see updated. Let's go
06:11ahead and go to pages 2 and 3 by double- clicking on here in the Pages panel and
06:16I'll zoom back, so we can see this little bit better.
06:19Let's go up to the upper left corner there it is, there is the page 2 right and
06:23let's zoom over to the right side and we can see there it is page 3 because
06:27it's in the regular numbering. But if we come back out here and scroll up to
06:32these pages, we can see that it's in roman numerals. So that's how we can add
06:37page numbers to our master pages and they automatically show up on all of our
06:40document pages, just like they show up in the Pages panel.
06:44Now that we have had a little taste of master pages, it's time to dive in for a
06:48feast. In the next few movies cover everything you need to know to gain mastery
06:52over your master pages.
Collapse this transcript
Creating and applying master pages
00:01As I said in the last movie you should use master pages whenever you have text
00:05or graphics that appears repeatedly throughout your document such as a page
00:09number or a logo. But we saw how to add a page number to a master page in the
00:13last movie. Now let's go a little deeper and talk about how to create even more
00:17master page items and more master pages. I have my Bliss_Magazine document open
00:22from my exercise files and I'll go ahead and open the Pages panel and we can
00:25see that there is one master page here at the top of the Pages panel.
00:28A-master, if you want to change its name from A-Master which is kind of blend
00:34default name you can. Simply click on it once and then from the Pages panel
00:38fly-out menu, choose Master Options for A-Master. Options is InDesign talk
00:43for edit this. So let's go ahead and edit that and we can see that it has a
00:48prefix which is A. I like leaving that alone you could change it if you want to
00:51but I kind of like that A, B, C standardization because it that makes it easier
00:55to arrange things in here. But I'm going to change the name of the master page
00:59from something bland like master to something descriptive like Doc Pages.
01:04You can have lots of different master pages inside the same document. So it's a
01:08good idea to name them descriptively so you can tell what is what out here in
01:12the Pages panel. I'll call this Doc Pages and in the later movie I'll talk
01:16about what Based On is all about. But right now, we are just going to do a
01:19regular two page master page which is a single left right-hand spread called Doc Pages.
01:24So this is going to be showing up as Doc Pages in the Pages panel now. To edit
01:29that master page, just double-click on it and that takes you right to the
01:33master page. We can see it's a master page by looking a lower left corner
01:37because the page number field says A Doc Pages that's the master page we are editing.
01:42I'm going to come out of Preview mode here so we can actually see the objects
01:45on the page and I'll go into fits spread window with Command+Option+0 or
01:49Ctrl+Alt+0 on Windows. Close the Pages panel so we can see this a little bit
01:53more of the page here. We can see that there are various objects on here. All
01:57the objects on a master page show up with a dotted line. It's just a little
02:01indicator that these are master page items, not regular page items, and there
02:06are the text frames that we had used before to add page numbers in the last movie.
02:10Let's go ahead and add those again in this movie by clicking on the Type tool.
02:15Clicking inside the type frame and then I'm going to use the keyboard shortcut
02:19for a Current Page Number which is Command+Option+Shift+N on the Mac or
02:24Ctrl+Alt+Shift+N on the Windows and that adds that page number there, come over
02:28here and click inside this frame and do the same thing here.
02:31So now we have got page numbers on the left and right side of your page. In a
02:36facing pages document, you always have to be aware of what's a left-hand page
02:40and what's the right-hand page because the left-hand page items will only be
02:43applied the left-hand page items in your document and of course the right-hand
02:47page items will show up on the right-hand pages of your document.
02:50Now let's go ahead and add a new master page element here. I'm going to add
02:54snippet file that I have created, File Place and I'm going to choose the
03:00BlissNO5_logo snippet file from the Links folder inside the exercise files
03:06folder click on Open and it places this right, I put this right here at the top
03:11of this column perhaps that looks pretty good right there.
03:14Now I have put it on the left-hand page. So was it going to show up on any of
03:17the right-hand document pages? No. Only the left-hand page documents, let's
03:22see how that looks. Open the Pages panel, I'll jump right to page number 2 and
03:27we can see there it is, there is the page item, that came right off the master
03:31page and it dropped on page 2, but of course it's no where to be found on the
03:35right-hand page number 3, only on the left-hand page. That's just an important
03:40thing that I'm trying instill in your brain because a lot of people get
03:43confused when they start adding master page items and they may or may not show
03:47up on their document pages. I'm going to go back to the A Doc Pages master page
03:51to talk about one more thing, which is kind of important with master pages in InDesign.
03:56A lot of people add text frames that go all the way from one corner to the
04:02other corner or may be fill these columns with text frames because they are
04:06used to the QuarkXPress way of doing things. You do not need to do that in
04:10InDesign. If you have a text frame like this one which doesn't go all the way
04:15to the margins then sure, go ahead and add that to the master page, but you do
04:19not need to go, make text frames that fill up the whole page or fill up a whole
04:23column on a page.
04:24You just don't need to do that in InDesign and in an our later chapter when I
04:27talk about Importing text and editing text, you will see why, you will see how
04:31InDesign can create those text frames for you automatically. So you don't have
04:35to have them on the master page. But you do want to put stuff on the master
04:38page which is going to show up automatically on every page except for those
04:43big, big, big text frames that fill up the margins.
04:46So just a little point but it's good for you to know about that. Okay, what if
04:50we want a different master page maybe we have different types of pages in our
04:54documents, some pages are like sidebars or add pages or something, you might
04:59want to have different kinds of pages in your document. So you want to have
05:02different kinds of master pages.
05:03How do you do that? Simple, we will go to the Pages panel and in the Pages
05:07panel fly-out menu choose New Master. The New Master brings up the New Master
05:12dialog box. I'm going to say this is Master Page B. Again, I'm going to stick
05:16with that standardization although you can change it if you want to and I'll
05:18give it a descriptive name. I'm going to say this is Right hand sidebars. I
05:23don't know. You can call anything you want.
05:25Again, we will talk about the Based On master page thing in a future movie, but
05:28for right now I'm going to click on OK and you can see that it shows up here in
05:32the Pages panel and we can scroll up and down here but I would rather give
05:36myself a little bit more breathing room, so it's nice to know that if I cover
05:40my cursor over this horizontal line here, I can click and drag that down and
05:46now I can give more room to master and less room for my pages although I could
05:51drag this one down too.
05:52So now I have got more room for both of them. There we go. Now I'm currently
05:55looking at my B-Right hand sidebar master page because I can see it selected up
06:01here and I can see it in the lower left corner that tells me that it's sitting
06:04there. So let's go ahead and add some items here. So let's go ahead, I'm going
06:09to pan over here to see just the right hand page and I'm going to use my Frame
06:13tool to draw really big frame that covers the entire page here, while we do
06:18that and I'm going to use the SWATCHES panel. I'll click on SWATCHES and fill
06:22that and I'm going to get into the filling and stroking and how to do that in
06:25the later movie but just follow along here, you will get the idea.
06:28I'm going to fill this with Beige, why not nice little simple Beige thing. Then
06:33I'll go back to my Selection tool and place that snippet file one more time.
06:38Grab that little BlissNo5_logo snippet. Click Open and I'll click right up in
06:43the upper left corner here and we can see that I now have a big Beige
06:46background with a logo on it. Now I need to apply that to some of these pages
06:51in InDesign. Right now everything is applied to master page A and I can tell
06:56that because I see an A in the upper right corner, upper left corner of each of
07:00these pages A, A, A, A that means only master page A is applied to each of these pages.
07:06To apply the master page B to some of these pages, I need to select the page or
07:11pages that I want to apply them to. Well there is actually a lot of different
07:15ways that you can apply master pages to pages. Let me just show you a couple of
07:18them, one is I can drag master page B down on top of the page that I want to apply it to.
07:23Boom! You see. I can see a little B there in the upper corner because master
07:28page B is applied to the page number 3 here. Let me show you another way to do
07:32it. I can select one or more pages that I want to apply them to, I'll click
07:35here and hold down the Command or Ctrl key and select over here. So now I have
07:40got both of those pages selected and I can Option-click or Alt on Windows,
07:44Option-click on the master page over here and it automatically adds whatever I
07:49Option or Alt-clicked on to those, it tagged those with master page B.
07:54So now pages 3, 5 and 7 have been tagged with master page B instead of master
07:59page A. There is one more way that I should show you how you can put master
08:04page items, apply master page items to your document pages and that is to
08:07choose from the Pages panel fly-out menu, Apply Master to pages. This is really
08:12useful if you have a lot of pages that you want to apply those master pages to.
08:16We could simply say apply them to 1-100 or 50 and 75-80.
08:24You have a lot of control here for applying master pages to a lot of different
08:28master pages and of course you can choose which master page you want to apply
08:32to. Right now it says I can't do that because these pages are not valid page
08:37names. In other words, I don't have 80 different pages in this document. So
08:41that's not going to work. I'll Cancel out of this and I just wanted to show you
08:44that one other option for applying master pages to document pages. Alright
08:49let's go ahead and look at page number 3 here. So we can see if it really worked.
08:53So I double-click on page number 3, which takes me right there. We can see that
08:57we have got the big Beige background and the logo right there. I'll
09:00double-click on Page 5 and we can see there it is, there is the logo in the
09:04background. So you get the idea. Anything that's on a master page will show up
09:08on the document page as long as the document page is actually tagged with that,
09:13it's applied with that master page.
09:16Now when you start using master pages, there is one thing that will drive you a
09:20little bit crazy and that is if I want to click on this logo and move it
09:24somewhere or delete it or something like that, you can't do it. In fact you
09:28can't even select that, I'm clicking on it I'm dragging it nothing happens
09:32because InDesign is keeping these objects away from me so that you don't
09:36accidentally mess them up.
09:37But in the next movie, I'll show you how you can pass this safety net and
09:41access those master page items directly on your document page.
Collapse this transcript
Overriding master page items
00:01As I mentioned in the last movie, InDesign protects master page items when you
00:05are on a document page. You can't move them, you can't delete them, you can't
00:08even select them. I'll show you what I mean. I'm back at my Bliss_Magazine file
00:13from the exercise files. I'll open up the Pages panel and double-click on the
00:17master page. I'm going to come out of Preview mode, so I can see my Page Items
00:22here and I'm going to double-click on one of these text frames to add my page
00:27numbers back in here. When you double-click on a text frame, InDesign
00:30automatically switches to the Type tool just a little shortcut trick there.
00:34Now I'll use my keyboard shortcut for adding the page numbers,
00:37Command+Option+Shift+N or Ctrl+Alt+ Shift+N on Windows and that adds the page
00:42number here. Then I'll use Option+ spacebar to give me the grabber hand, move
00:47over the other side, click over here and type the page number over here as
00:52well. So now I have page numbers on both the left and the right-hand page and
00:56I'm ready to go.
00:57I'm going to swing back over here to page 2 by double-clicking on it and I can
01:02see that those master page elements, these page numbers have shown up here at
01:06the upper left and the upper right corner of the pages. So what if I do not
01:10actually want a page number to be on this page, what if I want to delete of
01:14this page. No problem, use my Selection tool and I need to override the master
01:21page item and there is two or three different ways that you can override master
01:24page items. The simple way is to hold down Shift+Command or on Windows
01:30Shift+Ctrl and click on it. That's all you need to do. Command+Shift or
01:35Ctrl+Shift click on a object that was a master page item and it turns it into a
01:39document page item.
01:41Now I can select it, I can move it and I could even delete it. I'll just hit
01:44that Delete key and it goes away, so that overrides the master page items and I
01:49can do stuff with it. Same thing over here, I'll scroll over to this side. Let
01:54me show you two different other ways that you can override objects. If you had
01:57a lot of different master page items that you want to override, you might not
02:01want do Command+Shift-click on each one of them. So instead hold down
02:05Command+Shift and Ctrl+Shift on Windows and just draw a marquee and a rectangle
02:09around the area that you want to override and then let go and all of the
02:14objects in this case it was just one, but all of those objects get selected and
02:18overwritten.
02:19The third way to do it is if you really want to override everything on your
02:22page, let's say you had a 100 different master page items. You want to override
02:25all of them, you could go to the Pages panel and click on the Pages panel menu
02:30and you could choose Override All Master Page Items and that would override everything.
02:35Alright, now once you have master page overridden as I said you can move it,
02:39you can change it, for example I'll move this over here to the left side here.
02:43But I do want to point out even though I overwrote it, I sort of moved it from
02:48the master page, it still has a little bit of link, it's still kind of
02:52associated with the master page. Overwriting it doesn't completely detach it.
02:57Let me show you an example. I'll go back to the right page of master page A and
03:02I'm going to select that to master page item and I'll choose the SWATCHES panel
03:06and while we fill this with let's say Beige, I don't know which is something
03:09silly like that and then I'm going to go back to document page 3. Double-click
03:14on document page 3 and we can see that, look at that it's Beige. So even though
03:19I made the change on the master page, it is reflected here on the document page
03:24because there is kind of a link. It's overridden, but not totally detached. If
03:30you need to detach it totally, completely remove it, so that nothing you do on
03:34the master page will affect it anymore.
03:36Well, in that case select it, go to the Pages panel menu and choose Detach
03:41Selection from Master. If you do that it's completely removed, so that nothing
03:46you do on the master page will affect that object. I'm not going to do that
03:50right now because I want to point out a different feature called Remove
03:53Selected Local overrides.
03:56This feature is great when you make a mistake, for example you might say Jeez,
04:00I didn't really want to move that, it should go back to where it was
04:03originally. You can choose Remove Selected Local Overrides and that reverses
04:08any mistakes you have done. Reverses everything you have done to that object
04:11and reverts it back to the original master page item. In this case, exactly the
04:17way it looks on the master page today. So that's a very handy way of getting
04:21yourself out of any problems that you might get yourself into down the road.
04:25Okay, let's say you are making a template and somebody else is going to be
04:28using that template to layout a document. Sometimes you don't want them to be
04:32able to override any of your objects. For example these page numbers here.
04:36Maybe you don't want them to remove them or delete them or something like that.
04:40Well, in that case you can go to your master page, select the object that you
04:44don't want them to mess around with and you can choose from the Pages panel
04:48fly-out menu, Allow Master Item Overrides on Selection. In other words, you
04:53turn off this checkbox by selecting it and now that object looks the same here
04:58on the master page but InDesign users will not be able to mess around with it
05:02on their document pages.
05:03For example, let me go down to page 6 and I can see that the page number is
05:07here, but let's zoom in here so you can see better. You cannot see even the
05:12data outline. It's completely gone, there is no way to select it, there is no
05:16way to move it, there is no way to override it. It is completely safe on your
05:21document pages. So that's a new feature in CS4, really cool feature if you are
05:26making templates and you don't want people to mess around with those objects.
05:30When it comes to building structured documents such as books and magazines,
05:33master pages are a necessity for an efficient workflow and controlling each
05:38master page item is key to making the final document end up just the way you want it.
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Using parent/child master pages
00:01Catalogs, magazines and books often have different sections that look similar
00:05but aren't exactly the same. That's easier to manage with multiple master
00:09pages, but if you have ten different master pages and you need to make a global
00:13change, you probably need to make that change ten times. Not so if you have set
00:19up your master pages using the Based On feature. I'll show you what I mean.
00:23Let's open the Pages panel, and see that I have got multiple pages in my
00:27document. I'm going to go over to pages 2 and 3 by double-clicking on it, and
00:31then down to 6 and 7 and see, these are very similar to 2 and 3, but I want
00:37this one to look a little bit different to kind of have a generally different
00:41feel about it, maybe sort of a Sidebar feel to it. So how would I do that?
00:46Well, I'm going to create a new master page and I'm going to base it on master
00:49page A. So I'll go up here to say, give me a New Master. I'll say, this is
00:53going to be master page B, I'm going to call it Sidebar, and I'll say it's
00:58based on master page A.
01:01So everything that's on A will end up on B. Here we are looking at master page
01:05B. Why don't we come out of Preview mode by pressing the W key, so we can
01:10actually see all the items here and we can see that there is still master page
01:13items that have got the dotted outline here, but I cannot select them, why?
01:17Because they are master page A items, all of these came from master page A.
01:22They don't belong to master page B; they are just kind of passed through.
01:25Now, I can create my own new items on master page B, maybe I'll grab my Frame
01:30tool here, and I'll just dry out some frames, why not something simple like
01:33this, and I'll fill it with maybe this light gray color. Now, I can make a
01:38duplicate of this. I'll be discussing copying and duplicates in a later
01:42chapter, but the quick version is, I'm going to select it with a Selection
01:45tool, the black arrow tool, and I'm going to hold down Option and Shift or
01:48Alt+Shift and just drag it right across. There we go. I have dragged it from
01:53this page to that page, and that duplicated the object over here.
01:56So now I have got this big gray background on master page B. Now, I don't have
02:01any document pages that are based on master page B right now. So nothing will
02:05show up in my document pages. Why don't I apply it to the 6-7 spread here, by
02:09selecting 6 and 7 and then Option or Alt clicking on B Sidebar and now we can
02:14see that B has been applied to these pages and I'll Double-click on 6 and 7 to
02:19go that spread and we can see, there we go, those gray frames showed up on my
02:24document page as well.
02:26So I now have two master pages. Let's make this a little bit bigger, so you can
02:29see it better, drag that down, master page A and master page B, and oh, look at
02:34this, this is interesting, A shows up in this icon here. And that means that B
02:39is based on A, that give you that little visual clue there. So that's kind of
02:43cool, and then pages 6 and 7 are based on B, so you can see the hierarchy. This
02:49is based on B, this is based on A.
02:52Now, what's interesting about this is, if I make a change to master page A, it
02:55will show up on B and therefore on all the document pages based on B. So let's
03:00go to master page A by Double- clicking on it and let's maybe put some page
03:04numbers on here, we have been doing this in previous movies.
03:07Command+Option+Shift+N or Ctrl+Alt+ Shift+N to add a page number here. And why
03:12don't I move this over? Why don't we just do something crazy like move that
03:16over to the inside? I'll do the same thing over here, I use the Type tool,
03:20click in here, type my shortcut for the current page number, use my Black Arrow
03:25Selection tool to drag it over to the inside page there.
03:29So I have made a pretty significant change to my layout on master page A. As
03:33soon as I look at master page B, I can see that the layout is reflected on this
03:37page as well. We now have the page numbers on the inside instead of the
03:42outside, and of course if we look at the document page 6 and 7, we can see
03:46that's reflected here as well.
03:48Now, what if I didn't want page numbers at all on the master page B? Let's go
03:52to master page B here, and let's say I don't want there to be page numbers
03:55here, but I can't select them, because they belong to master page A. Well,
04:00remember in the last movie we talked about over-writing page items. Well it
04:04works the same way with over-writing page items on master pages that are based
04:08on other master pages.
04:09If I want to get rid of these master page items, I have to hold down Command
04:14and Shift on the Mac, or Ctrl+Shift on Windows, I'll just drag over them and
04:18that over-writes them. It sort of takes them right off of master page A and
04:22puts them on to master page B, over- writes them. Now, I hit the Delete key and
04:26that go away. So I have no master page items that show page numbers on master
04:31page B anymore, and of course that means that on pages 6 and 7, I don't have
04:35any page numbers as well.
04:37This whole idea of basing one master page on another is very, very powerful,
04:42because again, you could have ten different master pages all based on one. And
04:45if you make a page in one place, it changes everywhere else. It's really cool.
04:50And let me be honest, the whole point here is to do as little work as possible
04:54when you are laying out a job. Be lazy and using parent and child master pages
04:59does take a little bit of work when you first create your file. But it saves so
05:04much work downstream when those inevitable changes need to be made, that you
05:08will really come out a winner in the end.
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Loading master pages
00:01Okay. So you have built your master pages, you have made them beautiful, now
00:05you start a new document and you need all those same master pages. Is it time
00:09to start over again? No, InDesign lets you easily copy master pages from one
00:14document to another. Let me show you how.
00:16I'll create a new document and I'll just set this up using the default values,
00:21click OK. So now, we have got Untitled 1 over here and sheet_v1 over here.
00:26There are three different ways of moving master pages from one document to
00:31another. There is pull, push, and synchronize. The first one, pull, lets you
00:36load master pages from another document into the new blank document.
00:41We will go to the Pages panel, I'll open the Pages panel menu and I'll choose
00:46Load master pages. It asks what you want to load them from, and I'm going to
00:50scroll down here until I get to sheet_ v1, click Open and then it asks me what
00:56do you want to do with the master pages that are the same. In this case, both
01:00documents have an A-Master, master page in them. They are named exactly the
01:04same. So what do you want to do? Do you want to replace the one that's here
01:08with the new one? Do you want to rename the incoming one something different,
01:12or do you just want to cancel out of it altogether? In this case, we are going
01:15to replace A-Master with the one that was in the sheet file.
01:19Now, all three master pages show up here in the new document and A-Master is
01:23applied to Page 1 because it was already. So that's the first way that you can
01:29import pull in master pages. Let's create a new document and try a different
01:34way. Now, I would like to get all of Sheet1's master pages into Untitled 2. How
01:41do I do it here, by pushing it, instead of using Load, I'm going to use the
01:46Move Pages feature in the Pages panel flyout menu lets me move pages from one
01:51document into another. I cannot tell it to move master pages, but I can tell it
01:56to move Document Pages. So if I tell it to move Pages 1 to 2 from this document
02:02into Untitled 2, that new document that I just created, then it's going to move
02:07both of those document pages over and any master pages that happen to be based on those.
02:13So if I tell it to move Pages 1 to 2 into that new document Untitled 2, it's
02:18going to move those two pages and any master pages that are actually used by
02:23those documents. In this case, B is used by 1 and C is used by the other. So
02:28I'll click OK and those two pages get moved over to Untitled 2, let's click
02:32over Untitled 2, and we can see there's the two pages, and master pages B and C
02:37get moved over as well. So that means I can select these two pages, pages 2 and
02:413 and I'll delete them, as its okay. I really know what I'm doing, I'm deleting
02:46those, but the master pages remain. So that's another way you can get master
02:49pages from one document into another.
02:52There's a third way to copy master page items among documents and that's the
02:55Synchronize feature, but that's a more advanced topic. So I'm going to cover
02:59that in a long documents chapter of the InDesign CS4 Beyond the Basics title.
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5. Text
Understanding text frames
00:01While there are a few people who use InDesign for pictures only, most of us
00:05need to put text on our pages. Well, you can't have text without a text frame.
00:10But the good news is, that InDesign gives you lots of ways to make text frames.
00:14For example, I could use the Type tool. Just click on the Type tool in the Tool
00:18panel, come over here to my page and I'll look at the Cursor and the Cursor
00:22here shows some dotted lines that are kind of curved, almost like parenthesis
00:27around them. You really want to pay attention to the cursor how it looks when
00:31you are working in the InDesign because it tells you what' going to happen next.
00:34This particular cursor means that if I click, I'm going to start typing inside
00:39of a frame that's behind there, probably that big green frame there. But, if I
00:43click and drag, now I get a text frame. So that's what that cursor means. If
00:49you see dotted curved lines, it means you can click into a frame or drag to
00:54make a new frame. Now, I have got my cursor is flashing in there and I can
00:58simply start typing some random text in there. So you can see that's one way
01:02you can make a text frame.
01:03Now, if I move over to some other place to where there is no frames at all, I
01:07can see that the cursor has changed a little bit differently. Now, it's a
01:10square dotted line around it and that means that it cannot click into any
01:15frames behind it, it can only click and drag. So now I have made a text frame
01:19out here that I can type in. So that's a couple of ways that you can make some text frames.
01:24InDesign has several other ways of making frames including the Rectangle,
01:28Ellipse and Polygon frame tools and right below it, the Rectangle, Ellipse and
01:33Polygon tools. Now, all six of those tools make frames and in InDesign, any
01:38frame can hold text or graphics. Doesn't have to be a special kind of Type tool.
01:44For example, I can just draw out an Ellipse here, an oval with this, come over,
01:48grab the Type tool and click inside this frame and start typing, and now I have
01:53got text inside of that oval. Similarly, I can grab this Rectangle with an X
01:58through it, and draw out an area, may be I'll draw it out of the top of this
02:01page here. Grab the Type tool, place it on top of that frame, and look there is
02:06our friendly cursor that says if I click, I'm going to type inside that frame,
02:10click once, what it was technically a graphic frame, gets converted into a text
02:16frame and I can type inside of it.
02:18Now, some people don't like that. It really bugs people that graphic frames can
02:22get turned into text frames, and I can understand that especially if you are
02:25working on a Template that other people might be inserting text later and
02:29graphics later. You might not want them to put text where graphics should be and so on.
02:33So InDesign CS4 has a new feature. It's a Preference that controls whether that
02:38can happen or not. Let's go ahead and choose Undo here to go back and I'll Undo
02:43again and now it went back to being a graphic frame with this big X in it.
02:48So I'm going to go to the Preferences dialog box and in InDesign for Windows,
02:53it's under the Edit menu, Preferences live under Edit, but here on the Mac, we
02:56go to the InDesign menu, choose Preferences and I'll choose Type. The Type pane
03:02of the Preferences dialog box gives us lots of control about what is going to
03:06happen with various type frames and how text appears in our document and so on.
03:10But, the important one that we are focusing on now is this second check-box,
03:14Type tool Converts Frames to Text Frames, and this really means the Type tool
03:19will convert regular frames and graphic frames and so on to text frames. And if
03:24I turn that off, and click OK, now these frames are safe. They are just going
03:30to be graphic frames. You can see that with the cursor, I can click and it will
03:34not convert that into a text frame. So that frame is safe.
03:38Okay. There is another way that you can create a text frame in InDesign. Let's
03:42go ahead and delete some of these frames. I'm going to click on that one,
03:45Shift-click on this and I'll just Shift -click on the rest of these and delete
03:49them just to go back to where I was originally, and I'm going to create a text
03:52frame now by importing text.
03:55Now, unlike some other programs like QuarkXPress, I do not need to make a frame
03:59first before I import text. I can simply import the text and InDesign will make
04:04the frame for me. I'll be covering placing text, importing text in much more
04:08detail later on in this chapter. But for right now, I'll just do the quick
04:12version. Which is you go to the File menu, you choose Place, and then you
04:16choose the text file that you want to import. In this case, I'm using this
04:19BlissText1 file, click Open and InDesign will actually load up the Place
04:24cursor, this means a special kind of Place cursor with a little sample of the
04:28text, kind of a thumbnail of the text. So I know what I have got there.
04:31Now, I could actually just click or I can click and drag either way. If I
04:36click, it would have filled the entire frame here. Actually it would have gone
04:40into a frame there. But, if I click out here, it would actually make a frame
04:43for me, but I clicked and dragged exact the size of the frame that I wanted, so
04:47it made the frame and imported the text right into there.
04:51Now that you know how to get a text frame on your page, let's take the next
04:55step; editing the text inside the frame.
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Typing and editing text
00:01I know people who have put away Microsoft Word and they use InDesign as their
00:05main word processor, really? I mean that seems a little bit extreme to me. If
00:10you need an alternate word processor that works well with InDesign, you should
00:13probably be using Adobe's InCopy software, and I'll talk more about that
00:17software in a later chapter. But that said InDesign does let you type and edit
00:22text pretty efficiently. Let's see how.
00:25I want to edit this text down here in this text frame, and so I need the Type
00:30tool. But instead of going all the way up to the Tool panel to get that Type
00:33tool, I'm simply going to double-click on it. Double-clicking with either of
00:37the Selection tools, that black arrow Selection tool or the white arrow Direct
00:41Selection tool. When you Double- click with one of those, it automatically
00:44switches to the Type tool and places the flashing cursor exactly where you
00:49Double-clicked, very clever, very efficient.
00:51Now, I'll zoom-in to 200% by pressing Command+2 or Ctrl+2 on the Windows, and I
00:56can edit this text. You probably already guess that you can use the Type tool
01:00to drag over text and delete it or type more text or whatever you want inside a
01:06text frame like this. But, what you might not know is that InDesign has lots
01:10and lots of keyboard shortcuts for moving through text, and I want to cover
01:14some of those. They are very important if you want to be efficient.
01:17One is, holding down the Command key on the Mac or Ctrl on Windows and pressing
01:22the Arrow keys on the keyboard. That lets you move either one word to the left
01:27or one word to the right. If you do Command+Left Arrow, it will move one word
01:31to the left, and Ctrl+Left Arrow on Windows. Or Command+Right Arrow or
01:36Ctrl+Right Arrow on Windows moves one word to the right.
01:39If you replace that with up arrows or down arrows on the keyboard, well, then
01:43you move one paragraph at a time. Command+Up Arrow or Ctrl+Up Arrow on Windows
01:48will move to the beginning of the paragraph and Command+Down Arrow or Crtl+Down
01:52Arrow on Windows moves to the next paragraph. So that's very handy indeed. So
01:57you want to get those sort of things in your vocabulary of keyboard shortcuts.
02:01If you add the Shift key then you will be selecting while you are moving. So
02:06for example, if I do a Command+Shift+ Up Arrow now, or Ctrl+Shift+Up Arrow on
02:12Windows, you select from where the cursor is all the way up to where the cursor
02:16is going. In this case, to the beginning of the previous paragraph, or I'll
02:20click right before this word Collection here, I can do a Command+Shift+Right
02:25Arrow to select that one word or Ctrl+Shift+Right Arrow on Windows.
02:29Here are some other shortcuts you need to know, but these involve the mouse and
02:33clicking. Click once and you place the flashing cursor in that position of
02:37course. Click twice, and you select a word, select three times and you select
02:42an entire line, not a sentence but that one line and then click four times and
02:47you get the entire paragraph. So that's very helpful indeed.
02:50If you click five times, lot of people can't do that, one, two, three, four,
02:55five. Click five times in a row, you get the entire story, but honestly, there
02:59is a much faster way of getting the whole story. I just clicked here for a
03:02moment to de-select everything. To get the entire story, just press Command+A
03:07on the Mac or Ctrl+A on Windows, and that Select All.
03:11Okay, a couple of other shortcuts that you need to know when you are editing
03:13text. One is the Delete key or the Backspace key of course just deletes one
03:18letter at a time. If you need to delete an entire word at a time, press
03:23Command+Delete or Ctrl+Delete. Now, that's the Backspace on Windows; probably
03:28it's usually called Backspace.
03:29There is a Forward Delete key on both Mac and Windows and that deletes the next
03:35character. I'm just pressing that Forward Delete key here and again,
03:38Command+Forward Delete or Ctrl+Forward Delete on Windows will delete the next
03:44word at a time. So that's also handy if you are trying to get rid of a bunch of text.
03:49There is a text editing feature that a lot of InDesign users ask for, and that
03:53is drag and drop text. The ability to select some text, I just Double-clicked
03:57on that word and dragged over and that selected the all three words here, and I
04:01want to drag that to another position in the story perhaps.
04:04Well, you can do that with InDesign, but you have to change a preference and
04:09you do that by opening the Preferences dialog box. You can get there quickly by
04:13pressing Command+K or Ctrl+K on Windows. That opens the Preferences dialog box,
04:18and then you choose the Type pane. When you choose Type, you can see that there
04:22is a Drag and Drop Text Editing area here, and currently Enable in Layout View
04:27is unselected. It's de-selected here. If you turn that on, then it will work in
04:33the layout view. That is what they call this. This is the layout view.
04:38Now, that that's turned on, now that that's selected in that Preferences dialog
04:41box, I can drag and drop this text. I don't know if you can see however, the
04:45cursor changes to a little T next to a black arrow. That's the drag and drop
04:50cursor. That means, if I click and drag, I'm going to move the text to some
04:55place else. Can you see the vertical bar there. Wherever that vertical bar goes
05:00is where it's going to drop off when I let go over the Mouse button. There we
05:03go, it got moved to the end or I can click and drag it all way up to the beginning.
05:08So drag and drop does work in InDesign, but you have to turn it on in
05:12Preferences. That's why that peoples like me who actually don't like drag and
05:15drop very much, don't get settled with it. Nothing wrong with drag and drop, I
05:19just find myself dragging text to the wrong place accidentally too often. So I
05:24personally like having that turned off, but if you like drag and drop, that's
05:28great. Customize InDesign to the way that you work, turn the Preference on and
05:32then, you will have the feature you like.
05:34Editing text right on a document page is acceptable, but it's not always the
05:38most efficient thing to do. Later in this chapter, we will learn about the
05:41Story Editor feature, which often makes editing text much simpler.
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Filling with placeholder text
00:01Sometimes you need some dummy text to fill a frame, just to complete a mock up
00:04of your design. Traditionally, designers have typed some Latin text called
00:09Lorem Ipsum to stand in position for the text that they may not have yet. If
00:13you need some Placeholder Text, you will be pleased to hear that InDesign can
00:16type it all for you.
00:18First, get the Type tool and place it inside of a text frame. Then, go to the
00:21Type menu and choose Fill with Placeholder Text. The text frame is immediately
00:27filled with text in the current font, size, style, and so on of that text
00:32frame. We can do the same thing over here. I'll click in this empty frame, but
00:36this time instead of going to the Type menu, I'll use the Context menu.
00:40right-click with a two-button mouse or Ctrl-click with a one-button mouse, and
00:44I choose Fill with Placeholder Text, there we go. We have got all that random
00:48text in here as well.
00:49Now, if you don't like that Latin text, you can replace it with your own type
00:53of text, whatever text is most appropriate for you. For example, I'll delete
00:57that, do a Command+A or Ctrl+A on Windows, select it all, hit Delete to delete
01:01it, and I'm going to show you how you can put your own placeholder text in here.
01:05I'm going to use the Application Switcher to switch back to the Mac OS Finder
01:09here, and I'll see that there is a file called placeholder text inside the
01:13exercise files. If I take that and drag that down into my InDesign folder, then
01:20it will be used instead. Any file, if it's a text file, and it's called
01:24placeholder.txt, any file that you put here, will be used instead of the
01:30default Latin text in InDesign.
01:32So I'll switch back to InDesign, I'll go back up to Type, I'll choose Fill with
01:37Placeholder Text, and you will see, it's now a new kind of text. This is text
01:41that I had just simply put inside of a text file. I zoomed-in here to 200% by
01:46doing Command+2 on the Mac or Ctrl+2 on Windows, just so you can see that it's
01:50not Latin text at all, it's just some random sort of Shakespeare like text.
01:54However, I need to warn you that there is a very important rule when you use
01:58placeholder text. Don't forget to replace it with the final text later, unless
02:03you think this Lorem Ipsum stuff is better than what the copy editor wrote of
02:07course. In that case, it's your responsibility.
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Using special characters
00:01Quick, tell me what the keyboard shortcut is to type the registered trademark
00:04symbol or how about an em dash? Well if you don't use these characters very
00:09often, there is just no reason to clutter up your head with trying to remember
00:12the shortcuts. Besides, InDesign has a couple of features that make inserting
00:17special characters like these a breeze. Let me show you.
00:19I'm going to switch to the Type tool and place the cursor right after the Spicy
00:24Bliss word by double-clicking on it. I just double-click right there, it
00:27switches the Type tool and inserts the cursor here. Now I'm going to zoom into
00:31400% by pressing Command+4 on the Mac or Ctrl+4 on Windows and it centers where
00:36the cursor is. I'll go to the Type menu, scroll down to Insert Special
00:40Character and then I'll look through this submenus. There are all kinds of
00:44really cool characters in here that we can choose from including right indent
00:48tabs and quotation marks, special kinds of hyphens, but the one I'm looking for
00:53is in the Symbols dropdown menu, the little pop-out menu here, right there
00:57registered trademark symbol. And if I click on that, it inserts the symbol
01:01where I want it, right where the cursor is.
01:04Let's insert another character. I'm going to select that space character
01:08because I'm going to replace it with an Em Dash. So I'll go up to Type - well,
01:11maybe I won't go all the way up to the Type menu there. Let's use it with the
01:14Context menu. Context menus are much cooler I think, for inserting special
01:18characters because you just have to right-click anywhere on your screen. Now
01:22you place your text cursor where you want it to go and then right-click
01:25anywhere on the screen or Ctrl-click with a one-button in mouse, scroll down
01:29here to the bottom and we see the same Insert Special Characters submenu. So
01:34I'll come down here and say I would like an En Dash right there and boom, there
01:39it is. I'd love that ability to insert thing quickly right where I want them.
01:43Now there are other sorts of special characters as well. Such as inserting
01:46White Spaces, there are various size spaces that you can insert here or even
01:50inserting Break characters like Break to next column or Break to the next page.
01:55These are very important special characters and we are going to be covering
01:58these in more detail in a future title.
02:01The second way to find uncommon characters is the Glyphs panel, which you can
02:05find under the Type menu by choosing Type > Glyphs. The Glyphs panel shows
02:11every character in a font and you can make each of these characters larger or
02:14smaller by clicking in these little buttons in the lower right corner. Now
02:18that's supposed to mean make it smaller like the mountains are farther away and
02:22this is make things bigger by kind of like the mountains are closer. I think
02:27that's what those icons are supposed to be. Once you see those, let's make this
02:30little bit bigger so we can we see more characters, once you see all those
02:34characters the way you want them to you can scroll through these and find just
02:38the character you are looking for. Now notice that in some fonts, there is all
02:41kinds of weird characters that you might not expect.
02:44This font here, Adobe Caslon Pro is chuck full of cool characters and sometimes
02:49it's hard to find just the ones that you want. So fortunately InDesign has a
02:54Show pop-up menu here. Right now it's set to Show Entire Font but you can
02:58change this to a sub set of the font, for example just show me the symbols in
03:03the font. So it shows me all, like the dollars and pounds and yen and so on. Or
03:08just show me the math symbols and here is all the math symbols in this font. Or
03:12maybe just show me the old style figures, so these are the old style numbering figures.
03:18You can dial in exactly what you are looking for and then how do I get one of
03:22these characters? Maybe I want this old style yen symbol just for whatever
03:27reason I need that. How do I get it into this position? I just double-click on
03:30it. Place the cursor where you want it, maybe I'll put just before that B and
03:34then I'll double-click on it and it inserts the character right there, very,
03:38very easy. Now each time you do that that character shows up in the recently
03:42used Glyphs as well. A Glyph is basically a character. It's just a individual
03:47character of a font. That's what a Glyph is. And so the recently used Glyphs
03:51are the characters that you have recently used in the Glyphs panel.
03:55As I said this particular font has lots of special characters in it but
03:58whatever font you are using check it out with the Glyphs panel. Just choose a
04:03little bit of text that's in that font and it shows up in the Glyphs panel or
04:07alternately you can choose the font in the lower left corner of the Glyphs
04:11panel. For example, I might want to see what's in Times, what's in Times
04:16Regular and you can see that all the characters are in here and it's set to
04:20Entire Font. Look at that, there are fractions inside this font. You may not
04:25have even know that this font has fraction characters in them.
04:28So definitely check out your fonts with the Glyphs panel and you can find all
04:31kinds of treasures
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Importing text
00:01Okay you have some text file such as a Microsoft Word document and you need to
00:05get into InDesign. There are two basic methods for importing text. First you
00:09could go to the File menu and choose Place. Now choose the document in this
00:14case an RTF file from a word processor but it could be a Microsoft document,
00:18then I'll click Open.
00:20If I would had a text frame selected when I did this, the text would flow right
00:24into it but in this case, I had nothing selected, so it gives me a Place cursor
00:29and that place cursor has a little bit of a text attached to it almost like a
00:32thumbnail of it.
00:33Now notice that when I get near an edge, that the little white arrow turns
00:38white. Over here it's kind of black arrow attached to it but over it's a white
00:43arrow. That means it's going to snap to that guide. So if I click with it,
00:48InDesign creates a text frame for me, from where I clicked on the top to the
00:53bottom margin and then from the left column to the right column. So it makes a
00:59text frame for me to fill that space and it places the text into it.
01:03There is no text that can fit into that frame so I get a little red plus sign
01:07and that's all about overset text. I'm going to be covering overset text and
01:11how to thread frames in a later movie but for right now, I just want to show
01:15that I can import the text into a frame but I have some other options. Let me
01:20undo that, Command+Z on Mac or Ctrl+Z on Windows and I want to show you my
01:24other options.
01:25Instead of simply clicking, I can Shift -click. Shift-clicking, if I hold down
01:31the Shift key, you see the cursor change a little bit kind of to a little
01:34sneaky S shape. Well if I Shift-click, it actually inserts the entire story
01:40from beginning to end and it will make, in this case, make three text frames.
01:44Because it fills the column, gets to the end says oh, there is more text there!
01:48So it goes to the next column, fills that column and gets to the end and says,
01:52well there is even more, so it then goes to the third column and it will keep
01:56adding text frames. In fact it will keep adding pages to my document if it
01:59needs to until the entire story is added.
02:03So that's an important one. Shift- click with the Place cursor will
02:06automatically add pages, add frames, until the whole story is added. Now I'm
02:11going to undo that with a Command+Z or Ctrl+Z on Windows and show you one more
02:15option which is the Option-click or Alt + Click on Windows, and if I do that I'm
02:20holding the Option key or the Alt key and it's a slightly different icon on
02:24that place cursor. This is the Semi- automatic Place cursor. In this case, it
02:29will, if I click, build me a text frame, flow it in and it says oh, there is
02:35too much text. So it automatically reloads that place cursor and waits for me
02:39to click again. So I can go over here and I can click which will just make a
02:43frame and I'm done or Option-click or Alt-click to create the frame, fill it up
02:49and reload the Place cursor.
02:51Now I have got one more to go so I'm just going to click in this case. I'm not
02:54going to Option-click or Alt-click because I happen to know that there is only
02:58a little bit more text on here. So I'll simply click and it makes the frame and
03:02ends and I'm done. So there are lots of options for placing with the place cursor.
03:07Now I'm going to be talking about paragraph styles and character styles in a
03:11later chapter but I do want to point out now that if your original word
03:15document has styles in it, paragraphs styles, characters styles, when you
03:19import that document, all of those styles come with it and in fact if your Word
03:24Document uses the same names as your InDesign styles, exactly the same naming,
03:30then InDesign will throw away the definition of the Word Document and use the
03:34definition in the InDesign document and that's typically what you want. So make
03:39sure that you have the same names in both your Word Document and the InDesign document.
03:43Okay let me show one more way that you could import text into InDesign through
03:49drag and drop. So I'm going to switch over to the Finder, the Mac OS Finder.
03:54Same thing with Windows Explorer. Either way. And I'm going to grab this RTF
03:58file, this chocolate101_head, and I'm going to drag it into this frame over
04:03here. Now InDesign is still showing in the background. So you can see the
04:07cursor change. Right now I have got a little document cursor with kind of a
04:12rounded parenthesis, kind of icon around it and that means if I let go over the
04:16mouse button right now, the text is going to go into a frame that's there,
04:22there is an empty frame and the text is going to go into it.
04:24If I move the cursor up here, can you see how that cursor changes a little bit?
04:28There are kind of straight lines around that cursor and that means that it is
04:31going to create a new text frame and it's going to place the text into that
04:36frame. But in this case, I actually want it to go into that empty frame. So I'm
04:40just going to let go right on the top of that frame and you can see the text
04:43drops right into it. Let's click back on InDesign and you can see that the text
04:47shows up right there.
04:48That drag and drop works from the Mac OS Finder or Windows Explorer or even
04:53from Bridge. You can just drag right from Adobe Bridge into InDesign as well,
04:57really, really cool method of importing text through drag and drop.
05:00There is one other method for getting text into InDesign of course and that's
05:04copy and paste. You can just copy and paste from any other program and while
05:08that often works fine I really don't recommend it for anything more than may be
05:13a paragraphs or two. I certainly would not use copy and paste for text that was
05:17formatted or included foreign languages or special characters. After seeing too
05:22many problems over the years with texts showing up well wrong after you paste
05:27it, it's just wrong. And the Place command is just much more reliable when you
05:31are trying to get into InDesign.
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Threading text frames
00:00It's time to talk about threading text frames together. If I select this text
00:05frame in the bottom of the bottom right corner of this frame, you will see a
00:09little red plus sign. That's the overset marker. That means there is more text
00:15in this story than can fit into this one frame. Well we could make the frame
00:19bigger of course, but in this case we want the text to flow from this page all
00:23the way to this page. The trick is how to thread two frames together. It all
00:29has to do with the in-port and the out-port.
00:32Every text frame that is any frame that has text in it has an in-port in the
00:36upper left corner and has an out-port in the lower right corner. The out-port
00:41here has the red plus sign in it and if I click on that with the Selection
00:45tool, by the way this will not work with the Type tool, you have to have the
00:49Selection tool selected in order to thread frames together but if I click on
00:53that little output with the Selection tool, it loads my place cursor and if I
00:59place that cursor on top of this text frame over here, the cursor icon changes
01:04to a little linked chain and that means if I click, it's going to thread these together.
01:10If I move it up here, I get a different icon. That's the, it's going to make
01:14new frame icon. Well that's not what I want, I want to move down here until I
01:18see that little linked chain and then click and it threads these together. I
01:24know it's hard to see this on the screen but the upper left corner here, the
01:28in-port of this text frame now has a small green arrow in it, kind of like
01:33triangle arrow in there and that means there is text flowing into this frame.
01:39If I click on this frame, now the lower right corner out-port has a triangle
01:44saying there is text flowing out of this frame. The in-port of this is blank
01:49meaning this is the beginning of the text thread. There is no text flowing in here.
01:55If we want to see the thread, we can see the thread that is we can see the link
02:00between the two frames. If we go to the View menu and choose Show Text Threads,
02:05that green line is the line that says these frames are connected. We can thread
02:10frames together even if there is already text in them. For example, this story
02:14goes from the heading to the sub head and I can link from that sub head to the
02:19main story by clicking on the output of the sub head and then clicking on the
02:24main story over here. Now there is a small thread line showing that the thread
02:29continues from the head to the sub head all the way through the story.
02:32What if I want to un-thread this frames that is I made a mistake and I don't
02:36actually want this one link to this one. How do I do that? Well just click once
02:42on the in-port here and then click on the frame itself. It's hard to see with
02:47this icon there, I'll move down here. It looks like a broken chain icon. So if
02:51I click anywhere on the top of this frame, it breaks the link.
02:55Let's link them together again by clicking on that out-port and then clicking
02:59on this frame because that's the layout that I really like.
03:02By the way, some people call this linking text frames but linking means
03:06something different in InDesign. It means maintaining a link to files on your
03:10hard drive so that if they change, InDesign changes too. And I'll talk about
03:15that in detail in a later chapter but in this case, when I talked about text
03:19flowing from one frame to another, I always say threading.
03:23In the next movie we will look at a new feature in InDesign CS4, one that will
03:28automatically thread frames together as you edit or type.
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Auto-flowing text
00:01Earlier in this chapter we looked at how you can flow a bunch of text in
00:04automatically adding pages and threaded text frames with a single click. But
00:09that feature only works with the Place cursor. What if you're typing or editing
00:14text right in InDesign and you want the program to automatically add pages for
00:18you. Well, new in CS4 comes a Smart Text Reflow feature. Let's see how it works.
00:25In this document from the exercise files, I can see that the text flows from
00:29page 1 down to page 2, it ends here. But what I would like is add this
00:35additional text at the end of the story and have it add pages automatically.
00:40InDesign is never been able to do that before, but now in CS4 we can.
00:44However, it won't do it right now, because the default settings for InDesign,
00:49right out of the box are that Smart Text Reflow will only work with master text
00:54frames, that is, text frames that live on the master pages and as I mentioned
00:58in an earlier movie I don't use those, I almost never put text frames on my
01:03master pages.
01:04So we need to change the preferences a little bit. I'll go up to the
01:07Preferences dialog box, which I can get there on the Mac from the InDesign menu
01:11and in Windows from the Edit menu and I'll jump right to the Type pane. At the
01:16bottom of the Type pane we see the controls for Smart Text Reflow and we can
01:20see that it's currently enabled. Down here, the first check box under that is
01:24Limit to Master Text Frames and if I turn that off, it will start working for
01:29regular text frames as well. Now I'll click OK and see how it works.
01:34I'm going to grab all of this text with a Type tool. I'll double-click inside
01:39this text frame, press Command+A on the Mac or Ctrl+A on Windows to select the
01:43entire story from that frame and I'll cut it to my clipboard with Command+X or
01:48Ctrl+X on Windows. Click over in this text frame and paste, Command+V or Ctrl+V on Windows.
01:55We can see that almost immediately, InDesign actually added another page and
02:00drew a text frame and threaded these frames together. It's like magic. It's
02:05great to be able to have it add pages when I edit just like pasting text in
02:11instead of doing it with a Place command, so that's great. In fact, let's move
02:16this over a little bit and we can see that there is another frame over here,
02:21way over on the side, I can drag this image over here and we can see that, this
02:25is causing text reflow and the text reflow as soon as this flows over, it
02:30forces InDesign to draw a new page, draw a new text frame and link those
02:36together. So it's on the fly adding frames, adding pages just the way I want it to.
02:41Let's go look at that Preferences again. I'll just open the Preferences dialog
02:45box with a Command+K or Ctrl+K on Windows and I'll press Command+3 or Ctrl+3 to
02:51jump to the third pane of that Preferences dialog box. But I'll trick there to
02:55jump to that Type pane and I'm going to turn on the Delete Empty Pages check
03:01box. This is really cool, because not only can InDesign add pages, but it can
03:06also delete them when you don't need them anymore. Now I'll click OK and let's try it out.
03:12I'm going to scroll back up here with my Option+spacebar grabber hand trick and
03:16I'm going to move this graphic out of the way. I'll grab the graphic and then
03:20I'll just drag it off the page again. Now the text will fit on to only three
03:24pages again. So what happen to page 4? Well it's gone; it's not there anymore.
03:29We can see in the Pages panel that it's been deleted automatically. We can
03:33actually delete even more text, when I go ahead and just delete a bunch of this
03:37text. I double-clicked on that text frame to switch to the Type tool, I dragged
03:41over a bunch of text to delete it and now I'll hit Delete and we'll save that.
03:45Oh! I didn't delete quite enough, let's go ahead and delete even more, delete a
03:48bunch of that text and boom! That whole page disappears and we are back down to
03:52two page document.
03:54When you have this Smart Text Reflow feature turned on, does that mean you will
03:58never see an overset text frame again? No, it doesn't. It's only starting text
04:02frames that will be affected. For example, let's go back to page 1 here. Okay,
04:07I'm just going to start typing in this text frame and we can see that this text
04:11is actually threaded to the next story down and it pushed that other text out
04:15and I still see an overset there. So why am I not getting an additional page
04:21created for me? Why is it not doing the auto text flow, the Smart Text Flow?
04:25The answer is, there have to be two conditions met in order for the Smart Text
04:30Reflow to kick in. One is you have to have at least two frames in the thread;
04:37it won't happen it all if you only have a single frame. Here we do have two
04:42frames in our thread, but it's still not going because of the second condition.
04:45The second condition is the thread must go over at least two pages. So, for
04:51example, if I grab this frame, when I zoom back with the Command+Minus or
04:56Ctrl+Minus key and I'm going to drag this story with the Selection tool over
05:01onto my second frame. Now suddenly when I do that, I've met both conditions.
05:07I've got a story that goes from up here to another frame down here and it's
05:11over two pages. Now it's going to start adding pages for me, but it doesn't
05:17start doing it until I start actually editing the text. So I'm just going to
05:20click it in there with a double-click, place a cursor and just press the
05:23spacebar and as soon as I do that and it's overset, then it adds another page,
05:28it draws a frame and it fills it and links it automatically.
05:32Now it's on two different pages and it's threaded together and as soon as I
05:37edit the text in anyway, I'm simply going to double-click in here and press the
05:41Space key just to add a little bit of text there. As soon as I do any kind of
05:45editing to that story, it will add a new page and draw a new text frame and
05:51thread it together. So both of those conditions have to be met, it has to be a
05:55text frame that is linked to another text frame, so at least one thread and it
05:59has to move from one page to another page. Now the Smart Text Reflow features kicks in.
06:06In my personal opinion Smart Text Reflow isn't nearly as useful, or flexible,
06:10or even powerful as I wish it were. But it's a pretty good first step and I'm
06:14really glad Adobe added it.
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Setting text frame options
00:01If you've ever framed some artwork to hang on your wall, you know that there
00:04are all kinds of ways to present an image inside of our frame. Well, the same
00:08thing goes for a text inside of our text frame. The key is the Text Frame
00:13Options dialog box, which you can get to by choosing a Text Frame going to the
00:18Object menu and choosing Text Frame Options or pressing Command+B or Ctrl+B on Windows.
00:24The Text Frame Options dialog box contains a bunch of different features,
00:28including Columns, Inset Spacing, Vertical Justification. Let's take each of
00:32one of those in turn.
00:34First, Columns. If we want to make a multi-column text frame we simply increase
00:39the number of columns in this field. I'll click the up arrow to set it to 2 and
00:44I'll make sure the Preview check box is turned on and I can immediately see
00:47that this text frame now has two columns. Now I'll press the up arrow on my
00:52keyboard to set it to 3 and we see it has three columns.
00:55We can also set the Gutter amount, that's the amount of space in between each
00:59of those columns. I'll press Tab twice to jump over to the Gutter field and
01:03I'll set this to let's say 1p6 and then hit Shift+Tab to move back. You know
01:08the Tab key is great for moving one of these fields to the other and Shift+Tab
01:12moves back. It's a little shortcut for moving through this dialog boxes.
01:16So I've now set a 3 Column text frame with a 1p6 Gutter and it automatically
01:23figured out the Width of each of those columns for me. But now if I wanted to
01:27have a very specific size for my Columns, I could if I wanted to specify it
01:31right here. I could say let's make sure each one of these is 12 picas. Now
01:35watch what happens down here in the text frame when I hit Tab, Tab is a just a
01:40way like I said to jump to a different field, but it's also a way for InDesign
01:44to see that I'm finished typing in there and make the effect take place.
01:48So as soon as I hit Tab, we can see that it changed the size of my text frame,
01:53it made it wider so that I could get three columns, each of them being 12 picas
01:58wide and with the Gutter of 1p6. So it does all of that math for me, so I don't
02:04have to worry about it. But here is a problem, let me click OK here and show
02:08you one issue.
02:10Let's say I'm working on this document and I've set up a three column text
02:13frame and then I accidentally come over here and I change it. Well all of a
02:18sudden, my Columns are totally wrong, I wanted those 12p wide column and it's
02:23all messed up now and that would make a lot of art directors very upset. So,
02:27InDesign has instituted a very cool feature. Now let me go back to Text Frame
02:32Options, Command+B or Ctrl+B on Windows and I'll set this up again. 3 Columns,
02:371p6 wide and I believe that was 12 picas. Yup, 12 picas wide. And it added this
02:43feature called Fixed Column Width and Fixed Column Width will make sure that
02:48you'll never get anything accept a 12 pica wide column.
02:52Now when I click OK, I'll try and change this, but it doesn't take, I'm
02:56dragging it shorter, but it doesn't take. If I actually drag it all the way
03:00over here until it's just two columns wide, well now I get a two column wide
03:05text frame. But as soon as I make it even a little bit wider, it snaps to make
03:10three columns, make it a little bit wider and it snaps to four columns. So it
03:15will always make sure that I always have 12picas per column. Very, very handy,
03:19especially when you are making a template for somebody else to layout.
03:23Okay, let's zoom in on this, I'll press Command+Plus a couple of times or
03:27Ctrl+Plus a couple of times, so I can see it a little bit better. Then
03:30Command+B or Ctrl+B on Windows to open up for Text Frame Options dialog box
03:34again and let's look at the next item down, Inset Spacing. This is simply how
03:38much space do you want InDesign to add inside the text frame. So if I want to
03:43add a little bit more space at the top, I can simply change the Top value, but
03:48watch out because this Linked icon is turned on. So I need to click on that, so
03:53that I can change each one of these values independently. So let me go ahead
03:57and select Top and I'll change it to let's say 3 picas down. It added 3 picas
04:02from the top of the frame to the bottom, it's almost as though I just moved the
04:06whole top of the frame down but it added it a space instead.
04:09Let's change it on the left side. Let's make maybe 1 pica of space on the left
04:14side. So now there is a little bit of space on the left side as well. It won't
04:18affect this column but it does affect the left column over here. So you can set
04:22your Inset Spacing in all kinds of ways to fit the text inside that frame and
04:27just the way you want it to show up.
04:29Let set this back to 1 Column, I don't need the Column Width anymore, so make
04:33this wider about 30 picas so we can see this feature a little bit better and
04:37I'm going to make this little bit smaller, fitting this all just the way I want
04:42to and I want to talk about the Vertical Justification feature.
04:45Vertical Justification is how you want InDesign to fit the text inside this
04:50frame from top to bottom and usually its set to Align to Top, in fact you can
04:56really see this best of I set the Top Inset to 0. So, it's starts at the top
05:00and flows the text down into like to the end of the text, that's a typical way
05:04that text frames work. Start at the top, fill as much text as can fit and then stop.
05:10But if we change the Vertical Justification, Align pop menu from Top to let's
05:14say Center, then it takes that whole block of text and it centers that
05:19vertically inside the text frame that could be very handy. We can also set it
05:23to Bottom and in bottom it's starts at the bottom and flows up as much text as
05:29it can fit. So, for example, if I removed this paragraph at the top then it
05:34would simply go up to here, it will keep it aligned at the bottom of the text
05:39frame. But the one that I have find most useful is Justify.
05:43Justify means start at the top and make sure it goes all of the way to the
05:48bottom of the text frame. So the first line is going to be flushed at the top
05:51of the text frame, the last line will be flushed at the bottom of the text
05:54frame and all the other lines get spread out in between. Notice that it
05:58actually add Leading, that is it actually add space in between each line of
06:03every paragraph in order to space it out and some people like that and some
06:07people hate that, that all depends on what you are doing, what your application
06:10is, but there is a little bit of a control over that here in the Paragraph
06:14Spacing Limit.
06:16The Paragraph Spacing Limit is how much space are you going to allow InDesign
06:21to add in between each paragraph, so that it doesn't need to add a space in
06:25between each line. If I change this to something huge, like 4 picas or
06:30something then all the space is made up in between the paragraphs and it won't
06:35add any additional space in between these lines within a paragraph.
06:39So that's usually what I would use, but it's up to you. Again it all depends on
06:43what your application is and what your art director can handle. I'm going to
06:47over to the Baseline Options tab of the Text Frame Options dialog box, see
06:52there are two different tabs because they couldn't fit it all into a single dialog box.
06:56So I go over to the Baseline Options and show you one more feature here and
06:59that's the First Baseline Offset that means where should InDesign fit the first
07:05baseline, the first line of text in this text frame. How far down should it go
07:11and usually it's set to Ascent, which means it looks for the highest character,
07:16the Ascender of the highest character like an l or a capital letter N here and
07:21it fits if that's flushed against the top of the text frame and then it fits
07:25the baseline wherever it happens to fall.
07:27But you've a lot of options here, you could change this to, let's say x Height.
07:31With x Height it looks the lower case x and it figures out -- put the top of
07:36the lower case x right flushed against the top of the text frame and then all
07:40the other text will fit where it will. So some characters like upper case
07:43characters, actually stick at the top of the frame and the rest of the
07:47characters stick out below give a lot of control there.
07:50The ones that I usually use are Leading, I like Leading because it gives me a
07:54lot of control, I know exactly what the Leading of this character is, we'll be
07:57looking at Leading in a later chapter about the amount of space in between lines.
08:02So Leading is very useful but the one I really like is Fixed, because Fixed
08:07gives me a total control of exactly how far down the baseline of the first line
08:12should set. Right now, it set to zero up here in the Min field, the Minimum
08:16field is set to 0. So it means put the Baseline of the text exactly at the top
08:21of your text frame. But if I wanted to be let's say 2 picas down, I just extend
08:26this to 2 picas and now I know that that baseline is exactly 2 picas down from
08:31the top of the text frame, total control, I love that. Now there are several
08:35other features in the Text Frame Options dialog box, including this Baseline
08:39Grid feature. But those are a little bit more complex, so I'm going to cover
08:43those in later chapters.
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Using text on a path
00:01I get asked this question all the time. How do I get text on the path instead
00:05of inside of it? Well, let me show you how you can put text on a path in InDesign.
00:10First, we need a path. I'm going to grab the Elliptical Frame tool here just to
00:15get a big ellipse. You could make any kind of path with the Bezier Pen tool or
00:20the Pencil tool if you can draw. I can't draw. So I would like InDesign drawing
00:24things for me like a big ellipse and I want to put text along the top of this
00:28path. In fact I want to put this word new products, these words up here on that path.
00:33So I'm going to use the Type tool and select that text and I'll cut it to the
00:37clipboard with a Command+X or a Ctrl+X on Windows. Now I'll switch back to the
00:42Selection tool and I'll hit Delete to delete that frame, I don't need that
00:46anymore. I want to put that text along the top of this ellipse, but I cannot
00:50use the Type tool to do that. The Type tool only puts text inside frames, not
00:56on frames. So instead I need to look underneath this Type tool at the Type on a
01:01Path tool and the shortcut for that is Shift+T.
01:04Once I have the Type on a Path tool selected, I can click anywhere along that
01:09path to add text to it. You see I clicked right on that corner there and it is
01:14flashing on the edge of the path. Now I'm going to paste the text that I've
01:19copied with a Command+V or Ctrl+V on Windows and you can see the text that
01:23white text got pasted right along the edge of that frame.
01:27I'm going to use the Selection tool to move this frame over a little bit and
01:32maybe make it little bit smaller to fit the text along it a little bit better.
01:36But I still see the n is a little bit lower, looks like this s, I want to
01:40adjust where the text is flowing along that path and I can do that with this
01:46little side handles. I'm going to zoom into 200% with Command+2 or a Ctrl+2 on
01:51Windows and let me use my grabber hand shortcut to move down a little bit. I'm
01:56going to point out these little lines along the side here. There are actually
01:59two lines that are perpendicular to the path and that is the end point and the
02:05beginning point of the text.
02:07I can drag those independently of each other, but before I do that I want to
02:11move the cursor over until I see it change to a black arrow with a little line
02:16and a black arrow sticking up the side that's kind of hard to see. This is one
02:20of the trickier things in InDesign to manipulate. You really have to watch that
02:24cursor carefully and if I click now and drag you can see I've actually pulled
02:29that line out. I can do the same thing with this over here, but that little
02:34black arrows is pointing the other direction, so I can click and drag this one
02:37and it moves it over. Now you will notice this white arrow on the end of those
02:42lines, what is that about? Well that is the in-port and the out-port of this text frame.
02:48You have to think about text on a frame as though it were like a normal
02:53rectangular frame that happened to be twisted around like bent around the
02:57outside of a path. So In fact this is the left edge of -- or you could think of
03:03it as the upper left corner of the text path and the text path goes all the way
03:08around to the other end and this is the end of that text frame which is been
03:12wrapped around the path. So this is the out-port and this is the in-port of
03:18that text frame.
03:19So when you are dragging these left and right edge points you have to be really
03:23careful not to drag on type of one of those in or out points, otherwise you'll
03:26load the Place cursor and that's probably not what you want.
03:30Once you have your text on a path, you can format in different ways along that
03:35path. So you go to the Type menu, scroll down to Type on a Path and choose
03:40Options and inside the Type on a Path Options dialog box, we can change the
03:45Effect, currently it's set to Rainbow, but if I change it to Skew for example,
03:50you'll see a very different effect, in this case each letter is skewed so that
03:55text on the left side is skewing one way and text on the other side is skewing
03:59the other way and all I know is it makes a really cool effect and I can see
04:02that of course because the Preview check box is turned on.
04:05There is other options here as well, like 3D Ribbon, where text gets scaled and
04:10skewed in all kinds of weird ways or Stair Step where text is rotated along so
04:16that it doesn't change it's skewing at all, it's just straight up and down,
04:19each letter is straight up and down and then there is Gravity. Gravity is a
04:23combination of scaling and skewing in such a way that each character is
04:27pointing toward the middle of the frame, in this case the middle of the frame
04:31is down here and each one of these characters is kind of pointed down to the
04:35bottom of it and that's interesting, kind of interesting effect. I'm going to
04:39leave this set to skew, because I still think that's the coolest effect.
04:42Now you've other options as well, like Flip, if you choose Flip then the text
04:46will flip around to the other side of the frame, as though it was inverted. I
04:51better close that and scroll down so you could see, there it is, the text is
04:55kind of flipped upside down and that's not very useful in this example, but
04:59you've got the idea.
05:00Let's open Options again and turn off Flip, here we go. By the way I can get to
05:06that Options dialog box a little bit faster, simply by double-clicking on the
05:10Type on a Path tool, that's just a little shortcut for opening that, so you
05:13don't have to go up to those menus all the time.
05:16So Type on option, we've got it set to Skew. We are not flipping. Now you can
05:20control the Alignment of that. Right now it's set so that the Baseline of the
05:24text is aligned to the Center of the path. This path Center becomes important
05:30not now because there is no center it's just a really thin 0 width path. But if
05:36this were a really thick path like a 30 point thick path, then you could
05:41control, do you want to go up to in the Center of the path or the Top or the
05:44Bottom of the path, right now I'm going to leave that set to Center.
05:47We can also control the Alignment, if we want to align along the baseline or
05:52what about the Ascender? Sure why don't we set it so that the Ascender of this
05:56is a aligned along the top of the path here. Right now because we have got it
06:00set to Skew which is actually pretty even more space up there even above the
06:04Ascenders, they give a lot of control, maybe we'll set this to Center. So the
06:08center of the text will go along the center of the path, we get a nice effect
06:12there, like that.
06:13Finally, we can adjust the Spacing. You see when text is going around a curve
06:18sometimes you want more space or less space in between each of the characters
06:22to accommodate those curves. So we can adjust the Spacing and add a space or
06:27remove space. Now the weird part is that negative numbers actually add space
06:32here and positive numbers actually remove space. I have no idea why; there must
06:37be some logic to it but I've never figured it out.
06:40So in this case I'm just going to set it to remove just a little bit of
06:44space to track it in a little bit, removing a little bit space between each
06:47character to make it tighter. Now I'll click OK. Finally if I later decide that
06:52I don't like the look at all, I want to get rid of it entirely, I want to go
06:55back to a regular plain old ellipse, plain old oval, I can always go to the
07:00Type menu, scroll down to Type on a Path and choose Delete Type from Path and
07:05that would actually remove the type and just set it back to a normal old
07:09ellipse, that I could do something else with. But I'm not going to do that
07:12because I really that effect, I think it's really cool.
07:15Setting text along a path is a wonderful way to create all kinds of special
07:19effects on your page. You can even edit that text later, but editing along a
07:23path can be challenging. Fortunately InDesign's Story Editor comes to the
07:29rescue and that's what I'm going to talk about in the next movie.
Collapse this transcript
Using the Story Editor
00:00It's time for me to talk about one of my favorite features in InDesign. It's
00:04not a particularly flashy feature but it's incredibly helpful to anyone who
00:08needs to write or edit text inside of InDesign and that feature is Story
00:12Editor. It's like having a little word processor built right into InDesign and
00:17let me show you.
00:18I want to edit this text over here, this story, so I'm going to select it. You
00:22can select it either with the Selection tool or with the Type tool. For example
00:26I'll double-click on here and place the cursor on that word Features. Now I'll
00:30go to the Edit menu and choose Edit in Story Editor, or I could use Command+Y
00:35or Ctrl+Y on Windows.
00:37Story Editor appears and the cool part is whatever was selected inside my
00:41Document window is also selected here in the Story Editor window. Story Editor
00:46is like a neutral word processing environment, so that whatever formatting I've
00:51got, whatever fonts I have they are all stripped down to just the text.
00:55Well I can't see things like bold and italic, but just simple formatting; the
00:59rest of it is completely stripped out to be neutral, nice fast easy way to
01:04edit. I'm going to make this frame a little bit bigger, a little wider so we
01:07can see it better and I want to point out that all the line endings are not the
01:13same as they are on the document page, they are just completely neutral, just
01:18like a text editor would show me.
01:19There is other stuff in the Story Editor window as well that I can pay
01:22attention to. For example, it shows me what paragraphs styles are applied to
01:26each paragraph. It also shows me these numbers, the numbers are the vertical
01:31measure that is how far down from the beginning of the text frame this
01:36particular line is. So this word is 1. 7 down from the beginning of the text
01:43frame, I believe this is set to inches right now, 1.7 inches down from the
01:47beginning of the text frame is that baseline. So that's very handy indeed. If
01:53you are an editor and you are trying to measure to fit a column length.
01:56Now I tell you what I like least about Story Editor and that is the font that
02:01Adobe chooses to show me this text. I just -- I can't stand looking at that
02:06particular font, but the good news is that Adobe let us edit the font to any
02:10other we want. So let's go change that in Preferences. Command+K or Ctrl+K on a
02:15Windows opens up the Preferences dialog box and we'll go down to the Story
02:20Editor Display pane of the Preferences dialog box and we can change this to any
02:25font we want. For example, I'm going to change it to Georgia; I usually like
02:29Georgia it's a nice face to look at. I'm going to make it a little bit bigger,
02:32maybe 14 points little easier on the eye. You could adjust this Spacing in here
02:37from Singlespace to 150% space, one-and- a-half space, Doublespace, whatever is
02:42easy for you.
02:43Adobe was really trying to make Story Editor useful for editors and editors are
02:48used to word processors and word processors give you all these basic controls.
02:53For example, you can also control the Text Color and the Background or the
02:57Theme, the Theme is basically a combination of Text Color and Background and
03:02you can see how much Adobe was trying to target the editing crowd, because they
03:07have things like Amber Monochrome and Classic System and my favorite Terminal
03:12which is green on black. I don't know if you've been in the computer industry
03:15as long as I am, but I remember green on black and I didn't like it then and I
03:19don't like it now. So I'm going to leave this set to Ink on Paper, just black
03:23text on a white background, that's easy for me to read. Whatever you like if
03:28you like that green text, go for it.
03:30You could also adjust the things like Cursor Options. Do you like a big thick
03:35flashing block of text or this barbell thing? I like Barbell for Story Editor
03:40because it's very easy for me to see exactly where the cursor is at all times.
03:45So I'll choose that, now I'll click OK and now we can see that if I click on a
03:49place, I get big barbell flashing cursor, it's really easy, my eyes drawn
03:54directly to it, but I also have the nice font, this Georgia font, which is easy
04:01for my eyes to see what's going on.
04:04If I select some text, I can make it bold, I'll just come up here and change
04:08this to Bold instead and we can see that it shows up as bold here as well. Same
04:13thing with Italic. I'll change this to Italic text and I get Italic text in
04:18here, but I don't get any other kind of formatting. I don't get Kerning and
04:22Tracking or all of the other kind of really cool formatting that people can do
04:26on text, Drop Shadows and we'll be talking about all of those things in later
04:30chapters, but for now I just want you to know that Story Editor is very simple,
04:35very compact, very fast.
04:38Now one of my favorite things about Story Editor is that it lets me edit text
04:42that I can't even see. Let me scroll all way down to the bottom here and I can
04:46see that there is a red mark. All the text past this red mark is overset. Let's
04:52go ahead and make this Story Editor a little bit smaller so we can see both the
04:56Story Editor and the document layout behind it and we can see that at the last
04:59word on the layout page is Features, and here we see its Features as well. It
05:04ends with Features, but I don't even realize that there was another sentence
05:08hiding there, that was overset, but Story Editor shows it to us and we can even
05:13edit it. We could delete it, we could move it some place else, copy and paste
05:16it, write to fit perfectly. So it's a very handy way to manipulate a lot of text.
05:21Now I find when I'm using Story Editor that I need to move back and forth
05:25between Story Editor View and the Document View a lot, I kind of go back and
05:29forth. So here is an important trick that you need to know. Wherever you place
05:33your cursor, it will move the cursor to the same place in the other view, but
05:38only if you use the keyboard shortcut Command+Y or Ctrl+Y on Windows.
05:43If you use the Edit menu that won't happen, but if I use Command+Y or Ctrl+Y
05:48then it will move over to the other view, in this case the Document view and
05:52place the cursor in the same place. Let's try it again. I'll select some text
05:56up here, I'll use the keyboard shortcut and it opens the Story Editor and
06:01immediately selects it up here as well.
06:03You know since I'm talking about overset text, I should point out one other
06:07cool feature not strictly related to Story Editor, but it is a cool feature
06:12that you need to know about and that's the Info panel.
06:15I'm going to choose the Info panel out of the Window menu. So it shows up here
06:18and I just want to point out that the Info panel gives me information about
06:22text that is selected. You don't even have to have the Story Editor window open
06:26here. Why don't I close this and I can show you that whatever is selected shows
06:30up in the Story Editor. So I have three words selected, but if nothing is
06:34selected, if I just have the cursor flashing inside of a story, then I get
06:38information about the whole story.
06:40So I can see that this story is 267 words + 22, what does that 22 mean? Well of
06:47course that's 22 words overset. 22 words that don't fit into this text frame.
06:53So that's really helpful as well or if I want to know how many words are in
06:57this paragraph, I'll click four times to select the whole paragraph then I
07:01could see that there is 76 words. So editors love this kind of thing, this is
07:04exactly the kind of thing that you need to know when you are editing text.
07:08So InDesign gives you all the information if you know where to look. Back to
07:12Story Editor for one minute, let me go ahead and close that panel and I want to
07:16show you a new feature as it has to do with Story Editor in CS4.
07:20In CS4 we can now see tables in the Story Editor. Let's zoom in on this one.
07:26I'm going to select that table zoom into 200% with a Command+2 or Ctrl+2 on
07:31Windows and while that's flashing here, I'll press Command+Y or Ctrl+Y on
07:36Windows and I can see that the whole table shows up here in the Story Editor.
07:42At the top of the Story Editor there is a little table icon with a triangle
07:46next to it. That triangle is a button that means show or hide the information
07:51in the table. So if I click on it, it closes it up, kind of squishes up into
07:57nothing and if I click on again it opens up the whole tables. So I can see each
08:02column and each row.
08:04Now I have to say I personally hate the way that Adobe laid this out in the
08:09Story Editor. I find it very confusing and really annoying, but that said
08:14that's the way I did it. So this is how I'm going to have to show you how it
08:17works. Okay, so this is how it's set up, in this table there are rows and
08:22columns. So row1 is going to be this big black header row and we can see that
08:27the first column is West, then north, south, east. Here is the East one, there
08:32is East in the table.
08:33Second row San Diego, Billings, Austin, Burlington, there is Burlington the
08:38second row and the fourth column, so that's what that is. You really have to
08:43kind of interpret it and go through and figure out what's what and this is
08:47where that Command+Y trick is so important. For example, if I need to figure
08:52out exactly where Texas is inside my big table, I select it in the Story
08:56Editor, press Command+Y or Ctrl+Y and boom, it's highlighted on my story.
09:02If I need to figure out where Chicago is inside Story Editor, select it, press
09:07the keyboard shortcut and up comes Story Editor and its already selected. So
09:12that's the only good way I found to really navigate through this whole mess of
09:16rows and columns and so on that Adobe has given us. Whether you are editing
09:21really small 4-point text at the bottom of a legal contract or text on a path
09:26or really long story, the Story Editor makes life so much easier.
09:31By the way Adobe has a super charged Story Editor, too. It's a separate product
09:35called InCopy and it's a word processor that works along side InDesign. I'll
09:40talk about that in a little bit in a later chapter and Anne-Marie Concepcion
09:44has done a whole title just on InCopy, you should definitely check that out.
Collapse this transcript
Spelling in your document
00:00Nobody spells everything right all the time. I mean, hey that's what spell
00:04checking features are for. Fortunately, there is a quiet good one built into
00:08InDesign. So have this marketing sheet open, this sheet_v4 from the exercise
00:13files and it looks pretty good, but before I sent it to print, I better check
00:18the spelling. To check the spelling I go to the Edit menu, scroll down to
00:23Spelling and choose Check Spelling or press Command+I or Ctrl+I on Windows.
00:28The Check Spelling dialog box appears. It is actually more of a panel, because
00:32I can have it up at the same time as I'm making edits on my page. For example,
00:37I was able to use my Option+spacebar or Alt+spacebar. I drag over while this is
00:44still open, so that is kind of cool. I can see that this word Choco shows up
00:49here. Well, Choco Nibs I guess is a product, so I don't need to change that. I
00:54have couple of options here Skip, Change or Ignore All. I'm going to Ignore All
00:58because anytime it sees Choco, I want to ignore it. The thing is when you use
01:04Ignore All it only ignores at this particular session in InDesign. If I quit
01:09InDesign and come back later, it will forget that I ignored it. If I really
01:13want to ignore it from now on I would add it to my Dictionary and I'll show how
01:17to do that in just a minute.
01:19Right now I'm noticing that it found to the word About and it is an
01:23Uncapitalized Sentence, so that is a little frustrating. I don't really want it
01:27to find Uncapitalized Sentences right now, so I'm going to click Done and I'm
01:32going to change Preferences. I'm going to change the way that InDesign actually
01:36does its Spell Checking. So I'll do that by going to the Preferences dialog
01:39box, on Windows it is under the Edit menu, here on the Mac it is under the
01:43InDesign menu and I'll go all the way down to Spelling Preferences.
01:49In here, I can see a number of checkboxes and I can see that, for example,
01:53Uncapitalized Sentences is checked. Well, that's kind of a problem, because in
01:58this particular document I have a lot of Uncapitalized Sentences all of my
02:01sub-heads. I happen to know are in all lower case even though they are in small
02:06caps. So I'm going to uncheck that just because otherwise, it's going to drive
02:11me crazy having to check each one of those sub headings. I'll click OK, and
02:15start up the process again. Command+I or Ctrl+I'll open Check Spelling. Now it
02:21skips right past about, it says I don't need to worry about that. That was an
02:24Uncapitalized Sentence, but I don't need to worry about it and it jumps right
02:27to no. 5. It gives me a Suggested Corrections as well, which are always
02:31somewhat amusing to look at like, knock or knot or knocks like. No, no, no,
02:36no.5 is in fact what it is supposed to be in lower case. I'm going to choose
02:41Ignore All again.
02:43Now here is one that really is misspelled Orgon. The word Orgon, Portland,
02:47Oregon, seems to be misspelled and it shows up with Suggested Corrections here.
02:52All I have to do to choose one of those is click on it and then choose Change.
02:58Now it changed it on the layout here and jumped immediately to the next item
03:03that's wrong in here. This one is a double spelling; it's s two words in a row.
03:08InDesign by default is setup to find two words right in a row and this is
03:12Chocolate, Chocolate, in this case it's actually proper. So I'm going to skip
03:16past that. We are going to keep going at just a few more here, a name oh,
03:21that's definitely wrong, better change that.
03:24By the way we can also choose Change All. If I knew that something was
03:27misspelled throughout the entire document, I could change it to it maybe all to
03:31someone's change all to someone by choosing Change All. But in this case I
03:36don't need to do that, because this is just one misspelling. Someone needs to
03:40change to someone, click Change there and we are on our way. Now this one is
03:47very interesting, this ones say delicioso! and I happen to know that is Spanish
03:52for delicious. This is on purpose, let me click Done here and zoom in,
03:56Command+4 or Ctrl+4 on Windows to zoom in to 400%. Now this is a different
04:02language, so I need to tell InDesign that it is a different language, InDesign
04:07doesn't know by itself that this is Spanish, I need to tell it. So I'm going to
04:11select that word with the Type tool on the page and I'm going to go up to my
04:15Control panel and there is a pop-up menu here, which doesn't have any title,
04:19but this is the pop-up menu for languages. I have a different options for
04:23languages, I don't know what that is, 25, 30 different languages built into
04:28InDesign that I can choose from.
04:30In this case, I wan to scroll all the way down to Spanish and I'm going to tell
04:33InDesign that this word is Spanish. Now it's not going to show up as misspelled
04:39anymore, because it is spelled properly in Spanish. Alright! Let's open up that
04:44Check Spelling one more time, Command+I. It jumped right past that 5-pc. Let's
04:50go ahead and add this 5-pc to my dictionary, maybe I use 5-pc all the time in
04:56my documents and I want to make sure that InDesign stops asking me. So to do
05:00that I just click the Add button, and it will add that word 5-pc, 5-pc to my
05:06User Dictionary, click Add and boom! It's gone; it goes on to the next one roll
05:14it has to be roll.
05:14Let me show you another trick, another way to handle spelling, because
05:17sometimes going from one word to the next is really annoying. So I'm going to
05:22close out of that, go to the Edit menu scroll down the spelling, instead of
05:26choosing Check Spelling I'm going to turn on Dynamic Spelling. Dynamic
05:31Spelling is really cool, because that will highlight all the things that
05:35InDesign thinks are misspelled with this kind of a jaggy red line. Let's zoom
05:41out, back to Fit Page in Window here. My eye can quickly jump to all the things
05:46that are misspelled, there we go, boom! I can just see it. I don't have to go
05:50one word at a time, so I can come in here and change this quickly. I know that
05:54it is supposed to have an extra l, now I'll jump to the next page for the
05:57Shift+Page Down. My eye immediately goes directly to the things that seem to be
06:02misspelled. There is one over here. I'll click on that, zoom in to 200%,
06:07Command+2 or Ctrl+2, yeah, that's definitely wrong, better save it.
06:12So sometimes the Dynamic Spelling thing is much faster than having to go one
06:17word at a time I find. Dynamic Spelling can be really nice while you are typing
06:21because it immediately gives you feedback as soon as you finish the word. It
06:24says was that spelled properly or not. Here is one that is a common
06:28misspelling. If I don't know why it is misspelled, I'm not exactly sure what's
06:32wrong here, you can right-click on it, I love this feature, right-click on it
06:36or Ctrl-Click with a one button mouse, it gives you a list of ideas of words
06:41that it might be. In this case it is right at the top. I know that it is
06:45supposed to be received with an ei instead of an ie, boom! Now it is done, that
06:50jaggy red line goes away and I can move on. Let's zoom back with the Command+0
06:55or Ctrl+0 on Windows and I see I have got one more problem here, I better zoom
07:00in on that, I Command+4 to go all the way into 400% to look at this, that is an
07:05internet URL address.
07:08Well these are tricky, because I don't want to add these to my dictionary
07:11necessary, especially, because it is two different things, http is one word and
07:15this is a different word. So instead, here is a cool spelling trick that you
07:19should know. I'm going to select this and I'm going to assign a language, but
07:24what language do I assign, there is no internet language in here, so instead I
07:30scroll to the top of the list and there is an item that says No Language,
07:35that's what I want. This word, this URL is no language at all, so tell InDesign
07:41that it is no language and it won't show up in your Spell Checks anymore,
07:45really handy.
07:47InDesign Spell Check feature is definitely worth running. It's pretty done
07:51good, but it won't guarantee that all of your text is correct, so finding a
07:55good proofreader is always a good idea.
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Using the Auto Correct feature
00:00I don't know about you, but I make a lot of typos when I'm typing quickly.
00:04That's why I like InDesign's Autocorrect feature, which watches what I type and
00:09fixes common mistakes. Let me show you what I mean and I'll show you how to
00:13control it too.
00:14I'm going to double click on this text frame to switch to the Type tool; I'll
00:18zoom in to 400% with Command+4 or Ctrl +4 on Windows. I want to type the, in
00:25here, is the first, but sometimes I mistype it. Sometimes I'll do a teh, or
00:30something like that. Well, wouldn't it be cool if InDesign could fix that
00:33automatically? I'll delete that and show you how to do it. I need to open the
00:37Preferences dialog box, which I can get to quickly with Command+K on the Mac or
00:41Ctrl+K on Windows and I'll click on Autocorrect, the Autocorrect pane of the
00:46Preferences dialog box. Here we go Enable Autocorrect. Turn it on, click OK and
00:52we are good to go. T-h-e, hit Space and it is done. It just fixes it.
00:58As we saw back in Preferences, I'll go back to where we were just a moment ago;
01:02there are a lot of common misspellings listed here. Not just in English, but in
01:07other languages as well. So that's kind of cool; but you can scroll down here,
01:11it doesn't have everything that you might ever type in your life but it does
01:14have a lot. Now you can add your own by clicking Add and that opens the door to
01:21a very interesting trick, which is you can make Autocorrect be like a
01:25macro-typer for you. For example, I want to be able to type Chocolate that in
01:30this document we type Chocolate a hundred times, so I want to be able to type
01:34the word Chocolate really quickly. I'm going to click Add and I'm going to say
01:38anytime I just type the letter ch, turn that into Chocolate. Turn ch into
01:46Chocolate, click OK, click OK and let's go try it out.
01:50I'm going to scroll over here and we are going to say Baking Chocolate, ready,
01:54Baking ch, hit Space and it makes it into Chocolate. I love making Chocolate,
02:00Boxed, ch, Space, Chocolate. Chocolate Bars, ch, Space, so this is a really
02:07nice way to do Spicy Bliss Chocolate Collection. It is a nice way to make sort
02:11of a macro tip to type a whole bunch of characters of at the same time. We can
02:16even do longer phrases as well. I zoomed out there with the Command+Minus so I
02:22can go find a longer phrase. For example, Bliss no.5 obviously, in our
02:27fictitious company here, Bliss no.5 is typed a lot, so I would like to turn
02:31that into an Autocorrect. I'm going to copy it, I select up the Type tool, I
02:35copy with it with a Command+C or Ctrl+ C on Windows, go back to Autocorrect
02:40Preferences, Add, I'm going to make that my correction Bliss no.5. Then I need
02:45to just come up with some kind of Misspelled Word, may be b5, why not b5 will
02:51turn into Bliss no.5, click OK, click OK. Next time I need to type that, I'll
02:56scroll down to the bottom here. Here we go, I need it to just say Bliss no.5,
03:00so next time I need to type it, I'll just type b5, Space, and it extracts
03:04itself into the whole phrase, very, very cool.
03:09Now if I made a mistake and I need it to Edit that, it's easy to do that.
03:13Command+K or Ctrl+K to go back to Preferences, click on the Autocorrect pane,
03:18I'm going to go find my Bliss no.5 by scrolling down here until I see it, b5
03:23turns into Bliss no.5. I can click the Edit button and it opens the Autocorrect
03:28list dialog box. So now I can change b5 to turn into something else, maybe it's
03:33the Bliss no.6 now, whatever you want it should be, click OK, click OK, and we
03:38are good to go.
03:40To be honest, I usually don't like it when programs try to be smart, but in
03:44this case I'm willing to make an exception. This Autocorrect thing has saved me
03:48enough times that now I'm grateful for it.
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Using Find/Change
00:00I'm so old that I remember manually searching through all the text in a
00:04document for one word and replacing it with another, one time after another
00:09time, after another time all by eye hoping I didn't miss a single instance and
00:14all I can say is thank goodness for the Find/Change feature which let's me do
00:18it all with a single click, let's see how it works.
00:21We are going to go to the Edit menu and choose Find/Change or it's probably,
00:26even faster just to press Command+ F or Ctrl+F in Windows to open the
00:31Find/Change dialog box. Now this dialog box is a special kind of dialog box,
00:36because it floats above the document, but I can still do work in my document
00:40while it's open. For example, I can select this text frame and zoom into 200%
00:45view with Command+2 or Ctrl+2 with Windows. Now I'm going to try and find this
00:52text here, this No.5, I have throughout my whole document so I'll come back to
00:56the Find/Change and I'm going to say find no.5. I'm going to change it to no.6
01:03let's say. We are going to search for No. 5, search and replace it with no.6. We
01:08are changing the name of the whole brand. Find the first one, well, there it is, no. 5.
01:13Now I want to point out something here kind of interesting. I type a capital
01:19letter N, but it still found it even though it was a lower case n, why? Because
01:24by default, Find/Change is not case sensitive. If I really wanted to find only
01:30the No.5's with a capital N, I would turn on the Case Sensitive button that's
01:34one of these buttons along the bottom here. To be honest, those icons are so
01:39mysterious to me that I never remember what is what. The only way I can find
01:44anything anymore is by hovering on top of it for a moment until that little
01:47tooltip shows up. So that's the one for a whole word meaning, it's only going
01:52to find it if it is a Whole Word it's not going to find it within a word.
01:56Then the next one over is let see, that ones oh! Case Sensitive. That's the one
02:00I wanted, Case Sensitive. I'll click on that, now it's only going to find No.5
02:06if it is upper case No and I'll click on Find, and it says oh, it cannot find
02:11the match. So it's nothing there. Let's go back and change this to a lower case
02:15no.5, because that's that I know is in there and we are going to change it to
02:19no.6. There are a bunch of other items in here. You can take a look at them in
02:24at your leisure but basically, do you want to Include Footnotes in your search,
02:28do you want to Include Master Pages, any text that is on a Master Page or
02:31Hidden Layers. What if you have some kind of layer? I'll be talking about
02:34Layers in the later chapter, but what if you have text that is on a layer and
02:38the Layer is hidden, do you want Find/ Change to find it? Adobe really is giving
02:43you fine tune control about how Find/ Change works here. Also the same thing
02:47about Locked Stories and also Locked Layers. Those are things that we are going
02:52to be talking about later in this title as well.
02:54While we are down here at the bottom part of the Find/Change dialog box, I
02:58should also point out the Search pop- up menu. I think they should be called
03:01Scope, because that is basically what scope of the document or documents do you
03:06want InDesign to search when it's doing the Find/Change? Do you want it to be
03:10this entire document or maybe just this one story? Perhaps, just this story
03:15from the beginning to the end or you can choose to search from where the cursor
03:19is right now To the End of the Story. So this last item To End of Story will
03:25not search the story before the cursor. So that could be useful as well in
03:30certain circumstances, but one of my favorites is All Documents.
03:34All Documents is not all the documents on your whole hard drive, it is all
03:38documents that are currently open right now. So if you are working on a book
03:42and you have got, maybe 10 different documents, one for each chapter you can
03:46have them all opened and do a Find/ Change across all those documents at exact
03:51the same time, really cool, very, very powerful. In this case, we just want to
03:55search this one document that's open right now. Click Find and it finds the
04:00first one. Now if I know that I want to change all of these, I can click on
04:05Change All, but I'm not sure I want to change all of them, maybe I want to
04:08change some, but not others, I'll click Change, because Change will change this
04:13one instance and then I could click Find Next.
04:16Another options is to click Change/Find. Basically, Change this instance and
04:21then Find again so it's like two buttons in one, click on that and it changes
04:26it, you see right there it changed to no.6 and then it found the next one. I
04:31could change and find over and over again if I want to, but at this point I'm
04:34just going to click Change All to do all the rest of them. There is only two
04:38left, but that's good, that's a lot faster than having to do it by eye. Now
04:43Find/Change can find a lot more than just plain old text like this. It can find
04:47special characters like returns or en dashes or weird, mysterious symbols. How
04:54do you do that? Well, let's delete that and I'm going to look over here on this
04:59little fly-out menu, that little at (@) symbol with a triangle coming out of it
05:03that says that's a Special characters for search pop-up menu.
05:07Lot of InDesign users just never see that. For some reason, it goes right past
05:11their consciousness, they don't even notice that it is there, but it's really
05:15helpful pop-up menu. If I click on that, you can see that it will let you find
05:20all kinds of special characters like a Tab or End of characters, a Forced Line
05:25Break, which is a Shift+Return. It will force a line to break in the middle.
05:28Also, cool Symbols like what if you want to find every place where there is a
05:33Registered Trademark Symbol or a Section symbol or something like that. Also,
05:37what if you wanted to find your Page Number, the Current Page Number symbol.
05:42There is lots of special characters in the InDesign and the Find/Change dialog
05:45box will let you find them, may be you want to find all your Em Spaces.
05:50What happens when you type one of these things is it types a special code into
05:55the Find what field. Now you could type that code yourself if you remembered
06:00that ^m meant m space but most of us aren't going to remember those special
06:05codes so it's nice so to just pull it out of the menu. But in this case, for
06:09example, I might want to replace every instance of a (space) followed by the
06:15letter upper case P, (space) P and replace it with let me delete that, I'm
06:20going to replace it with a White Space, why don't we do an En Space followed by
06:25the letter P as well. So I'm going to change a regular space P into an En Space
06:29P and I'll click Change All and it found eleven instances of it including this
06:34one right down there. I'm not sure why you would want to do that, but you will
06:37get the idea. You can find instances of text and replace them with special
06:42codes, which will type special characters in there. In this case in an En
06:46Space, which is a wider space than a normal space.
06:49I'm going to show you one other trick, which I find really useful in
06:53Find/Change and then we'll move on. I'm going to find every instance of the
06:58word Bliss and I'm going to replace it with nothing, absolutely, nothing. Now
07:03what does that mean? That means find all the words Bliss and delete them. This
07:08is a nice, fast way if you need to delete a bunch of stuff at once, you need to
07:11use Find/Change, so I fill in the Find what, but I leave Change to blank. When
07:16I click Change All, it removes the word Bliss throughout everything, but only
07:22in the cases that it was an upper case B and lower case liss, because the Case
07:27Sensitive button was still on. And I can see immediately that it left it here,
07:32because this was all typed in the lower case and set in small caps. So there
07:38are some details there that we need to pay attention to. So there is a lot of
07:42control that Find/Change gives you and it actually goes way deeper than just
07:47that. For example, we can see that there is GREP Find/Change, that's an
07:51advanced topic. I covered that in the Beyond the Basics title, Glyph
07:54Find/Change in Beyond the Basics too ( ph) and Object, Object Find/Change for
07:58actually to Find and Change Objects based on it's formatting, which is really
08:03cool. I'll cover that in a chapter later on in this title. But I want to also
08:07point out one more thing that I cover later in this title, More Options.
08:12If I click the More Options button, I get a whole new set of things I can
08:16search for in the Find/Change dialog box. This lets me search for text with
08:22particular formatting like text with a color of apply to it or text but only
08:26text in a certain font, things like that and that's something I'm going to
08:30cover in a lot more detail in the character formatting chapter later on in this title.
08:36The Find/Change dialog box is obviously an incredibly powerful tool when you
08:40take the time to dial in exactly what you are looking for and exactly what you
08:44want to change it to.
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Making text variables
00:00In an earlier chapter I talked about automatic page numbers which are a kind
00:04of variable that is an automatic page number is a special kind of character
00:09that changes or varies depending on what page that's on. But InDesign has other
00:15kinds of variable text too. For example, text that changes to the current date
00:20or changes based on what text appears elsewhere on a page. Let me show you how it works.
00:26I'm going to my open Choco_catalog document from the exercise files. I would
00:32like to put some text out here on the pasteboard that tells me the current name
00:36of this file and when it was created. So I'm going to create a new text frame
00:40out here so in the pasteboard and I'm going to place a text variable into it. I
00:45can find those under the Type menu down under the Text Variables submenu and
00:51there are several already created in this document including Chapter Number,
00:55Creation Date, File Name and so on right here in the Insert Variable submenu.
01:00So I'm going to choose File Name, I'll click on that and it inserts my catalog
01:06Choco_catalog file name right there in that text frame, very handy. Let's zoom
01:11in on that, Command+2 or Ctrl+ 2 on Windows to zoom into 200%.
01:15Now I would like to say this is a first created on: I just typed first created
01:21on, that's just random text, whatever text that I want to type in there and now
01:25let's type another variable. Instead of choosing it from the Type menu, I'll go
01:30to the Context menu, again, right-click anywhere on the page and it gives me a
01:35Context menu, Oh, that's good, Ctrl- click with one button mouse and I'll go
01:39down to Insert Variable and here is a list of all of the variables I have got
01:44here including Creation Date, click on that and it types in the date that this
01:50document was first created. So I have added two variables to my document here,
01:56the name of it and also the date of it. If the name of the document changes,
02:02this will change as well, so it's variable. It changes on the fly.
02:08Now this could be useful for creating slug information, slug information is
02:13stuff that is sitting out on the pasteboard that maybe printed out in the trim
02:16area that's later is to get trimmed off of the document. But here is where I
02:20think that text variables really fly, running head information, let me show you
02:25what I mean. I'll zoom back to Fit in Window which is Command+0 or Ctrl+0 on
02:30Windows and then Shift+Page Down a couple of pages, couple of times until I get
02:36to this page that has some products on it. This is a catalog of various
02:41chocolate products and I would like to put a running head information up here
02:45that tells me what the very fast item is on the page. Of course, I could see it
02:50down here, but you get the idea.
02:51I want to have some running headers up in the margin up here that tells me what
02:55the first item is going to be. So, because this is going to show up on all my
02:59pages of the document, I want to put it on a Master Page, right. So I'll go to
03:04the Pages panel and I'll double click on A-Master and I'll scroll over here to
03:09the right hand side, this is the page that shows all of the products. I'm going
03:14to create a new text frame up here in the margin area, just a big text frame
03:19right up here, and I'm going to put a text variable that points to the very
03:24first product on the page. How do I do it? Well, first I go to the Type menu,
03:29go all the way down to Text Variables and instead of inserting a variable, this
03:33time I'm going to Define a new text variable. So I click on Define and now I
03:39click on New, click the New button to make a brand new one and let's see. This
03:44one is going to be called running head of product name, something; you can call
03:49it anything you want. But it's going to be the Type of Running Header
03:54(Paragraph Style).
03:56Look at all the different kinds of variables I can create in this dialog box. I
04:00could create chapter numbers and file names and all kinds of things, but what
04:04I'm most interested in here is the Running Header base on a Paragraph Style. In
04:10other words, it's going to find a paragraph style on my document page and put
04:15it up in my header. Now which paragraph style is he going to find? Well, that's
04:19based on the Style pop-up menu. So I'm going to tell it to find the first
04:24product head. First text that has the product head paragraph style applied to
04:29it, throw it up in the variable and I know it's the first because in the Use
04:33pop-up menu it says First on Page, I could change that to Last on Page if I
04:37wanted to. That's how you could do a variable like from the first product to
04:41the last product; make two different variables, one for the first and one for the last.
04:45You can even put Text Before if you want to or Text After it like product:
04:50etcetera and it would actually type the word product: and then the name of the
04:55product. In this case, I'm going to leave that blank, because I think it's
04:57going to be too long for my text frame if I do that. You have options like if
05:02you want to Delete the End Punctuation just in case there is punctuation on the
05:06page, you can actually strip that out if you turn on this checkbox. That's
05:10usually a good idea for things like Running Headers and change the case if you
05:13want to and so on.
05:15Well, that's basically it. I have defined a new variable which is going to find
05:19the first time it finds the product head paragraph style on my page and it is
05:24going to throw it into my variable character, so let's go ahead and click OK.
05:28You can see it adds it to my list here running head of product name. Now I can
05:33click Insert, click the Insert Button and it inserts it right in this text
05:38frame. It was able to do that, because I had the Type tool, the text cursor
05:43flashing inside the text frame when I was working. If I didn't have that I
05:47wouldn't be able to insert it of course, then I would have to insert it using
05:51the Type > Text Variables > Insert Variable and there it is down at the button
05:56of the list there. But I already have it in there, so I have placed it in the
06:00text frame, it doesn't look very attractive. I better apply a different
06:04formatting to it to make it look a little bit better.
06:06I'm going to go over to the Paragraph Styles panel here and I'm not going to
06:10get into Paragraph Styles until a later chapter, but suffice it to say that I
06:15can apply a bunch of formatting with a single click by opening the Paragraph
06:19Styles panel and just clicking on the running head style, and there we go. I
06:24have applied a bunch of formatting to that so I can close that panel and see if
06:28my variable actually will work. I see that by jumping to the document page,
06:34open the Pages panel, I'm going to jump right to page 3 and I can see that, oh!
06:38Look at that Chocolate Truffles, I love it. Why do I love it so much? Well,
06:43first of all, I really like Chocolate Truffles, but second of all, the variable
06:47is working, because you see that's the first right down here, that's the very
06:51first instance of that Paragraph Style on the page so it grabbed it and then
06:57put it up here.
06:59If I change this to something else like maybe White Chocolate Truffles, then it
07:05should update up here. Now something you need to know about variables.
07:09Variables will not update by themselves. You have to do something to redraw the
07:14screen. For example, you can jump to a different page and come back, maybe
07:19Shift+Page Up and then Shift+Page Down and there you go, I redrew the screen by
07:24moving from one page to the next and so now it update it. You have to do
07:28something to redraw the screen. There is actually a secret trick here to do
07:31that and that's to press Command+Options+/ that will force InDesign to redraw the screen.
07:38Now let's try another experiment. I'm going to move this group over to the
07:42right, just using the Selection tool to move these things around. I'm going to
07:46move this feature over here and this product over here and now I have reversed
07:50the order of our objects on the page. I need to force InDesign to redraw the
07:55screen, Command+Options+/ and boom! There it is. I love it. Classic Pastilles
08:00updated immediately for me, because now this is the first instance of that
08:05Paragraph Style on the page.
08:08Now there is one other thing that you have to know about variables in order to
08:11use them efficiently and that is that variables are treated as a single
08:16character, just one character and that means that if this was a really a long,
08:22long, long, long text it will not break onto two lines. InDesign cannot break
08:27variables onto two lines, it has to be on a single line or else it will get all
08:31squishy and horrible looking. So you need to pay attention to that or else you
08:35are going to be in trouble.
08:37The Text Variable feature is a great example of a feature that can shave off
08:41hours and hours of work from a project.
08:43Every time I use it I, feel like I'm somehow cheating, because it makes
08:47updating my document so easy.
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6. Graphics
Importing graphics
00:00It's time to start talking about using pictures in InDesign. Let's start at the
00:04beginning, how to get our images on to our InDesign page. Fortunately, InDesign
00:09makes it really easy. The basic method is to go to the File menu, choose Place
00:15or of course, you could press Command+D or Ctrl+D on Windows, and then choose
00:18the image you want to import.
00:19I'm going to import an image here called IngredientsLineArt.pdf. I'll click
00:25open, and it loads the Place cursor. I now have a choice, I could click on top
00:32of a blank frame and the cursor changes slightly to, kind of a dotted
00:36parentheses, and that means it's going to go in to that frame or I could simply
00:42click somewhere, like that and it loads the entire image on to the page and it
00:47builds a frame for it. I'm not going to do that. I'm going to press Command+Z
00:51or Ctrl+Z on Windows, and instead, I'm going to click and drag.
00:57Now notice, right here the cursor has changed to that parenthesis which means
01:02that there must be a frame back there. I think it's a really big frame in the
01:04back of the page but I'm not going to click, I'm going to click and drag. And
01:09when I do that, it will draw a frame for me with exactly the same proportions
01:14as the original image, the height to width proportion and the cursor actually
01:18shows me the scaling that's going to be applied to that image to fit that
01:22frame. For example, way out here, it's like 136 % but down here it's only about
01:27105 %. It's a Line Art Vector PDF so it doesn't matter what scale I bring this
01:32one in at. I let go. It builds the frame to that size, and it fills it with the
01:37image. That behavior of making it always proportional to the original image is
01:42actually new in CS4. CS3 and earlier, you had no control over the proportions.
01:48Now if you don't want control over the proportions, if you want to make a frame
01:50any size, any particular size you want and have the image go in to it, there is
01:54actually a trick to make it work like the CS3 in earlier. I'll Command+Z or
01:59Ctrl+Z, and I'm going to start dragging out with this, but now if I don't want
02:03it to constraint to those proportions, I'll hold down the Shift key, and the
02:06Shift key usually constraints it to, like a square, but in this case, it
02:11actually releases the constraint; it's kind of a strange thing. And it lets me
02:15draw any shape I want. So I could make it like a really strange shape here, let
02:19go, and the image goes right into the middle of it. So again, that's not what I
02:23wanted in this case, so I'm undoing that and going to draw out with constraints
02:28exactly the size I want. That's usually what you want, just drag it out and it
02:33constraints to the proper height with proportions.
02:36Alright! Let's look at another way to get images into InDesign. I'm going to
02:41drag them in using drag and drop; I'm going to drag them in from either the
02:45Finder or Windows Explorer or Bridge. Bridge is a great way to do it. Let's
02:50switch over to Bridge here for a moment. I have it running in the background
02:53and I'm going to select a few images here, maybe this baking chocolate, and
02:57I'll choose the candy bar and this canister over here. I'm just holding down
03:01the Command key on the Mac or Ctrl on Windows to select multiple non-contiguous
03:05items here, and I can see a preview of them here.
03:08Bridge is a great tool for managing all your images and files, and I'm going to
03:13bring them into InDesign. Now InDesign on this little screen is not currently
03:18showing. I could move Bridge out of the way so I could see both InDesign and
03:21Bridge at the same time, but I want to show you a really cool trick for how to
03:25get stuff from one program into another like Bridge into InDesign without
03:30having to move your Windows all over the place.
03:32I'm going to click on this and start dragging, and you will see the cursor
03:36changes to include, sort of a stack of images there. I'm not going to let go
03:41over the mouse button yet, but I'm going to use the application switch or
03:45keyboard shortcut. On the Mac, that's Command+Tab; on Windows, it's Alt+Tab.
03:50But either way, we are just going to go right back over to InDesign and when
03:54I'm in InDesign, I'll let go over the mouse button.
03:58Whenever you drag more than one image into InDesign, it loads up the Place
04:02cursor with all your images, and you can see that little Place cursor show up
04:07with a number 3 because I have three images in there and it gives me a
04:10thumbnail for the first image. Now I can see the other ones by simply pressing
04:16the Arrow keys on my keyboard like down arrow goes to the next, and down arrow
04:20goes to the next and so on. I can toggle through those until I find the one
04:24that I want first.
04:24For example, I want this candy bar image first and I'm going to place it inside
04:29this green graphic frame at the top simply by clicking on it, so that place,
04:34that image into that frame, and now I only have two left in my Place Queue. Now
04:40I'm going to drop the next one in there, and I'll drop the next one in here,
04:44and now I'm done so that the cursor goes back to its normal state.
04:47I'm going to show you one other really cool Place feature that has to do with
04:51placing multiple images. I'm going to pan over to the left here with the
04:56Options+spacebar or Alt+spacebar grabber hand trick, and I'm going to
05:00place all three of those images over here. Let me go grab them from Bridge
05:03again, they are still selected so I'll start dragging, use the application
05:06switcher, drop them into InDesign, and now I have all three of those images
05:10loaded in here in the Place cursor.
05:13Now new in CS4, they added this really cool, kind of like a contact sheet
05:18feature, a grid feature that lets me layout all the images in the Place cursor
05:23with a single click in a nice grid. Here's how it works. You hold down the
05:27Command key and the Shift key or on Windows, Ctrl+Shift, and the cursor changes
05:32into a little grid icon. Now I can start dragging out an area that I want that
05:37grid to fill. I'm doing it on the pasteboard now but this could be on the page
05:41or anywhere you want a grid of images. Now I only have three images, so if I
05:46let go of the mouse button now, it will fill the top three elements of that
05:51grid, the top three cells as if it were of that grid with the images. There it
05:55go, so it went one, two, there, and it fills them in it. I get kind of a
05:58contact sheet effect.
06:00Let me Undo that to show you one another technique, Command+Z or Ctrl+Z on
06:04Windows. Now I'm holding on Command+ Shift or Ctrl+Shift on Windows to get my
06:09grid icon. I'm dragging out and this is kind of tweaky, so pay attention.
06:14I'm going to keep the mouse button held down but I'm going to let go of the
06:19Command+Shift or Ctrl+Shift on the keyboard. Now I have a free hand. What am I
06:24going to do with it? I'm going to start pressing the Arrow keys on my keyboard.
06:28If I press the Up Arrow, I add a row, so I'm adding rows by pressing the Up
06:34Arrow, if I press the Down Arrow, I remove rows, if I press the Left Arrow I
06:39remove a column, if press the Right Arrow, I increase the number of columns. So
06:44I can figure out exactly how I want this grid to appear. If I want three down
06:50like three in a single column, I'll go all the way down to a single column and
06:54now finally, I'm going to let go of the mouse button, boom, and there they go,
06:58one, two, three, all three images dropped into frames of the size that I saw in
07:03the grid just a moment ago.
07:05Okay, let's go to the next page here. I'm going to press Shift+Page Down to
07:09scroll over to the next page and I'll sent to that in the Window with Command+0
07:13or Ctrl+0 on Windows and I would like to put one more image here up in the
07:17upper left corner. I'm going to grab this one, instead of from Bridge, I just
07:20want to prove you that I can drag it right off the desktop, whether it's Mac or
07:24Windows, I can just drag it right out of a folder and put it into InDesign. So
07:27I'm going to switch over to the Finder here, that Mac OS Finder. Again, this
07:32will work just fine with Windows. And I can select an image. I'm going to grab
07:36this cookiesmall.psd file from my Links folder inside the exercise folder and
07:41I'm going to drag that right into InDesign.
07:44Now remember to watch the cursor. This cursor here means it's going to build a
07:49frame and put the image into it. I let go and there it is, it built the frame
07:53and put the image into it and I can place it exactly where I wanted on my page.
07:58Now note that I'm not talking about how to copy and paste images from one
08:02application into another. Well, I'll discuss copying and pasting vectors
08:06between InDesign and Illustrator later on in this chapter.
08:10I strongly, strongly urge you not to copy images from Photoshop or any other
08:15programs other than Illustrator. There is a number of technical reasons for
08:19this, but suffice it to say, that is rarely a good idea to copy and paste pixel
08:23images. Vector images might be okay, but pixel images is a no, no. However, you
08:29choose to import your images, InDesign tries to be as flexible as possible and
08:33this is especially true when it comes to what file formats you can use.
08:36InDesign supports all the regulars, TIFF, JPEG, PDF and so on, but it also
08:41supports native Photoshop PSD files and most native Illustrator AI files.
08:47In later movies, I'll talk about some of the advantages of using these native
08:50file formats, but first I need to talk about importing a very special kind of
08:54image, importing a native InDesign file into another InDesign file, that's what
09:00I'm going to cover in the next movie.
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Importing InDesign files
00:00Let's say you have laid out an ad or a coupon or something, and now you want to
00:04use that layout in another InDesign file.
00:07Well, typically, you would have to export that ad or coupon or whatever as a
00:11PDF file or some kind of graphic and then import that into InDesign. But you
00:16don't have to do that anymore because InDesign lets you import an InDesign file
00:20right on to your page.
00:22Let me show you what I mean. I have got my Choco_catalog file open from the
00:26exercise files, and I'm going to jump to page 6 by pressing Command+J or Ctrl+J
00:31and then press 6, Enter, and then I see this big pot of steaming chocolate and
00:37that's attractive but it will be nice to have my ad right on top of it.
00:41So how do I get that ad? I have already laid it out in another InDesign file
00:46and I can import that file just like I import any other graphic. I'll go to the
00:50File menu, I'll choose Place, and then I'll choose the InDesign file that I
00:55know the graphic is laid out in. In this case it is the Bliss_Magazine.indd
00:59file, and I'm going to turn on the Show Import Options checkbox. When that's
01:03on, I always get another dialog box after the Place dialog box, click Open and
01:09there we go. I have sort of an Options dialog box here that lets me specify the
01:13kinds of options or fine tune what it is that I'm importing. In this case,
01:18because it's an InDesign file, I can specify which page I want and I can
01:22actually scroll through this one page at a time by clicking on this little
01:25arrow here until I find the one I want.
01:28I happen to know it's on the last page, it is on page 9. So I click on the last
01:31page button, I see the ad right there. That looks great! And I'm going to
01:35import the Preview page. I can actually import all the pages from that InDesign
01:40document into this InDesign document if I wanted to, but in this case, I just
01:44want one, just this one page that I'm looking at here.
01:48I also have a control over what do I want to Crop to. I can crop to just the
01:52Page or the Page plus the Bleed bounding box or plus the Slug bounding box even
01:58if wanted to and I'm going to be talking about Bleeds and Slugs later on in
02:02this title. I'll leave that alone right now and leave it set to Page bounding
02:05box. I'll click OK. So InDesign gives me a warning here that says, There is
02:10overset text on these pages, and it tells me on page 9, the one that I'm
02:14importing actually has some text that's overset, so it's a very helpful alert.
02:19Just in case, I really needed that text, I can go back to the original InDesign
02:22file and fix it. But in this case, I'm going to say, Oh! I don't care, don't
02:26show me that again, and click OK and import that page.
02:30I can click and drag out the page to the size that I wanted, and then let go
02:35over the mouse button and we can see the original InDesign page placed on top
02:39of this InDesign page just as if it were a graphic. I can even crop it down and
02:44you crop images in InDesign by dragging with the Selection tool over one of the
02:49side or corner handles. So I'll click and drag down until I just get the part
02:55of the page that I want. Place that there and place that there.
02:58I'll be talking much more about cropping and sizing and scaling and so on in
03:03future chapter, but for right now, you can see that I have got a piece of my
03:07InDesign page right here inside this other InDesign document and I could scale
03:12it or rotate it or do all kinds of other wacky things to it if I wanted to,
03:16later, but again, we will cover those in later chapters.
03:21When you place one InDesign document into another, InDesign treats it just like
03:25any other graphic, like a PDF graphic. You get transparency, you get high res
03:29images. They print great and using this can really optimize your workflow.
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Using the Links panel
00:00When you import a picture into InDesign using Place or by dragging in a file
00:05from disk, InDesign doesn't actually embed the image into your document;
00:09instead you get a thumbnail preview, a low res preview of that image and a link
00:14to the file on disk. This happens with any image file whether you import a PDF
00:20or a JPEG or a TIFF or whatever.
00:22Let's open up this Bliss_Mag_ missingimages.indd document from the exercise
00:27folder. You will see that when we open it, InDesign alerts me that there is a
00:32Missing link and a Modified link. Whenever you open your documents, InDesign
00:36will go and check those links to make sure everything is okay, and if it's not,
00:41it will give you this alert.
00:42Now you have an option, you can update the links immediately that will fix the
00:46Modified one. It won't fix the Missing one because InDesign doesn't know where
00:49it is, but it will import the Modified one. I typically do not choose that. I
00:53like Don't Update Links and the reason is that if something has been changed to
00:57an image, I want to know what the change was. Of course, if I already know what
01:01the change was, maybe I would click Update, but generally I want to click Don't
01:04Update Links and then I'm going to go look for the change, see what's different about it.
01:10The key to managing your linked images is of course the Links panel, which we
01:14see here. The Links panel has been drastically redesigned since CS3, so if you
01:19are used to the old one, it will take a little getting used to, to work with
01:22the new one, but there are a lot more features in here. I really like what they
01:26have done with it.
01:26For example, we can see all of the Modified and Missing images by sorting this
01:31whole list of list of links based on its status, that's that little exclamation
01:35point inside the triangle, and if I click on that, we see that all the Missing
01:40and Modified images show up at the top there. That's really cool. We can
01:44actually sort this by Name, by Status, by Page Number, all kinds of ways, just
01:49by clicking on the top of the column here. In fact, I'm going to bring the
01:53Links panel out of the dock and put it on my workspace here, so I can make it
01:56even bigger because we are going to be seeing a lot more going on in this Links panel.
02:01Okay, so what do these icons mean? The stop sign question mark icon means that
02:06it's Missing. InDesign simply cannot find that image anywhere. It doesn't know
02:10where it is and so it wants you to go find that or else when you print you are
02:14going to get a low res version of it. You will just get that thumbnail preview
02:17printed out. That's not going to be very helpful.
02:19The yellow triangle with an exclamation point means that this image has been
02:22changed in some ways. Someone opened it up, maybe in Photoshop and made a tweak
02:26to it, saved it again and InDesign sees that the current version is different
02:30than the one that had been imported and so it tells you that it is updated.
02:35What do you want to do about it?
02:36Well, in both cases, we probably want to go look at what page it's on, see the
02:41Context and then make a decision. We can get there quickly by clicking on the
02:45page number here, that little blue number with an underscore that is supposed
02:49to indicate that it's a hyperlink. So if we want to go look at this image, we
02:53can simply click on that 4 and it takes us right to it. Let's move this out of
02:57the way, and we can see that this is the image that has been updated.
03:01When you have a Modified image, something has been changed. Typically, what you
03:04want to do is try updating it, and you update it by going to the Links panel
03:09fly-out menu and choosing Update Link. Another way to do that instead of
03:14choosing it from the panel menu is to use these buttons along the bottom,
03:17that's usually what I do because it's a lot faster.
03:19The third item here is Update Link. Click on that and it imports the image. It
03:26looks like it just had gotten lightened up a little bit, and now you can see
03:29that it's no longer listed at the top of the list under the Modified images, so
03:34that's useful. Now let's go take a look at the cookie image that's Missing.
03:38I'll click on its hyperlink there. There it is. That's the Missing image. It
03:42can't even show it in high res. In fact, we can see that even more if we go to
03:46View, Display Performance, High Quality Display, we can see that everything
03:50else got set to high resolution, but this one could not be set to high
03:54resolution because InDesign can't even find it on disk. It doesn't see the high
03:58resolution data anymore. So, what will you do? What will you do?
04:03Well, we need to relink it to a file and we can relink it to any file we want
04:08really, but in this case, we probably want to relink it to the same file
04:12somewhere on our disk. Let's go, find it. We select it in the Links panel and
04:16then we choose Relink and again you can choose Relink from the fly-out menu, if
04:20you want to go the slow way or the fast way is to click on this little Relink
04:23icon at the bottom of the Links panel, that's the first button there.
04:27And when you click on Relink, it opens up your dialog box and it says okay go
04:31and find it. Try and find that file for me. Now you can go and search for it
04:36yourself and tell it where it is. I'm going to go up a layer, I'll go down to
04:41my Links folder, all the way down into Links and I can see that the image
04:47should be hiding in here somewhere. I'm looking for this word here,
04:51cookie2.psd, and I just happen to know that it's inside of a hidden folder
04:57called Hide Me, there it is. There is cookie2.psd and I can just click open and
05:03it will Relink to the original file here. So that's how you Relink to it.
05:08Now couple of things I want to point out, New in CS4 is the ability to search
05:12for Missing links in its folder. Now that's extremely useful if you have like
05:1650 images or even 5 images in the same folder as this one. If this is turned
05:22on, InDesign says, oh well, I'll look for other Missing links that happen to be
05:25in the same folder, it's very helpful. I really appreciate that Adobe added that in CS4.
05:30The other thing is we can say Show Import Options. So if we needed to change
05:34some option upon the relinking, we can turn that on, click Open, and InDesign
05:39immediately shows us the Import Options dialog box for this kind of graphic.
05:43This is a Photoshop file, so we can change various things like the Image and
05:48Color and Layers. We will be covering these in our later chapters, but for
05:52right now, I just want to point out that Import Options is available when you
05:56Relink an image. I'll click OK and it imports, it updates properly in the Links
06:02panel, we can see it's no longer has a status of Missing and because we are in
06:06High Quality Display Mode, we can actually see the high quality image right on
06:10our screen. So Relink and Update are two essential tools in the Links panel
06:16that you have to master.
06:18Couple of other things that I want to point out about the Links panel, first of
06:21all, if I select an image on my page, it automatically gets highlighted in the
06:25Links panel, so that's a very helpful way to find out what image is what,
06:29sometimes. Let's zoom back here with the Command+Minus or Ctrl+Minus on
06:33Windows. And I'll pan over, like what is this image? Which one is that image
06:37here? I can spend a long time looking through my Links panel and wouldn't know,
06:40but I simply click on it, and it gets selected right here.
06:44Now look at this, this is interesting. Whenever you import the same image into
06:48the document more than once, InDesign puts them all together into a single
06:53entry here. It gives you this little button. So I can say show me all the
06:57entries of that one. So this is the one that's on page 9 but looks like I used
07:01the same image up here on page 4. But instead of cluttering up the Links panel
07:05by listing it over and over and over again, it just puts it all under this one
07:09entry. So that's really handy to know about.
07:11Let's go, see where the other one is. I'll click on 4 and we can say, oh, there
07:14is the image, same image but on a different page. So we can see that by
07:19default, the Links panel shows you what page it's on and its basic status, but
07:23it can give you a lot more information than that.
07:25For example, if I double click on one of these images, it scrolls down and
07:30gives me this hidden Link Info area. Let me move this up to the top of the
07:33screen so we can see this better. I'm going to stretch this out. This is great
07:37on a big screen where you can see a lot of information in the Link Info area.
07:42So it tells us the name and the fact that it's a Photoshop file, it's in the
07:45CMYK Color space, the Size of it. It even shows us the Resolution. So the
07:50Actual PPI is 180 but the Effective PPI is 258. What does that mean?
07:56That means that this image was scaled down and when you scale a bitmap image
08:00down, its resolution goes up. So here we can see that the actual resolution
08:04when this prints is going to be 258, so that's really cool. It gives us all
08:09kinds of information down here including the scaling of the image, the fact
08:13that it has transparency when it was created. So this is great, it gives you a
08:16lot of information, but you can get even more information by going up to the
08:20Links panel menu and clicking on panel Options because panel Options gives you
08:26a list of all the different items that you can show in the Links panel.
08:30For example, up here, we can see Show Column, that means give us a column in
08:36the Link panel up here at the top. Show in Link Info says show that information
08:41down at the bottom. So you have control over what you want to show in the panel
08:45itself or in Link Info. For example, I might want to show the Effective PPI
08:50that is the effective resolution in the Links panel itself. I may even want to
08:55show things like what's the scale of that or I'll scroll down here and will see
09:01things like, oh there is all sorts of information here, the Author, the Title,
09:04the Creator, and so on, and so on.
09:07I'm going to choose Folder 0. Folder 0 is kind of an interesting one. Folder 0
09:11means the folder that contains this image. It's just their way of saying,
09:16whatever folder this image is in that's Folder is 0. Folder 1 is what's the
09:21next folder up from that, so what contains Folder 0. So that could be
09:26interesting as well. There is all kinds of other information down here that you
09:29can turn on or off if you want to, but I'm going to stick with this for right
09:32now and click OK.
09:34And we'll see that this updates to give us a lot more information. I better
09:37make this wider by dragging it out a little bit and we can see that Folder 0
09:41for each of these images, this one was the one that was in the Hide Me folder
09:45so it pops right out to our eye, that could be very interesting. We can also
09:49see that these are the percentages of scaling and the effective resolution, and
09:54we can even sort by any of these. So I'll click in the Effective Resolution
09:58icon at the top and we can see that the topmost resolution here is 2000 DPI, so
10:04that's probably not going to be good. We'll have to go to Photoshop and
10:07re-sample that later on, but it's great that we can get this information right
10:11here in the Links panel.
10:13Same thing down here in the Link Info, we have a lot of information that we
10:16wouldn't have gotten otherwise. Now I just want to point out a couple other
10:21features in the Links panel that I definitely should point out. I mentioned the
10:25first three tools here. We have got Relink, we have got the Update, oh, I guess
10:30I didn't point out the second one. That's the Go to Page. That's the same thing
10:34as clicking on the page number up here. It is the same thing, but the fourth
10:38tool here is the Edit Original button and I'm going to be talking about that in
10:42a later movie.
10:43The other thing I want to point out is the Links panel menu has a lot of other
10:47cool features, and one of my favorites is Reveal in Finder or Reveal in Bridge.
10:53Of course, on Windows, this says Reveal in Windows Explorer, and the key here
10:58is sometimes you have an image on disk somewhere, maybe on a server or maybe
11:02hidden inside a folder and you are not exactly sure where it is on your hard
11:05drive. Reveal in Finder is a great way to jump right to it and open that folder for you.
11:11So if I choose Reveal in Finder, we can see that it jumps to the Mac OS, it
11:15opens the Links folder and it chooses that image right down here in my folder.
11:20So that is really useful, I love that feature. Now as I said, it's really
11:26important that your images all be up-to -date here in the Links panel. If they
11:30are not, if they are missing or they are modified before you print or export
11:34your documents, you are going to have a lot of problems because InDesign will
11:38only be able to use that low resolution preview and your output may not look right.
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Embedding links
00:00In the previous movie, I talked about how images get linked to files on disk,
00:05rather than getting embedded in your InDesign file, but it turns out that you
00:09actually can embed images in your InDesign files and that can be useful
00:13sometimes. For example, this logo up here is used a couple of times in my
00:18document and it's a kind of a hassle to keep track of it on disk all the time.
00:22Anytime you have a logo or some sort of a small image that gets used a whole
00:26bunch of times, it might be easier just to embed it in the document itself.
00:30That way you don't have to keep track of it on disk all the time and here is
00:33how you do it.
00:34We are going to open the Links panel. I could move all the way over and click
00:37on the Links panel tile over in the dock but instead I'm going to use a
00:40keyboard shortcut, which is Command+ Shift+D or Ctrl+Shift+D on Windows. That
00:45opens up the Links panel, just a little shortcut I found to throw out there.
00:49Now inside the Links panel, we are going to select the image that we want
00:54embed. In this case, it's the Logo.pdf file and I can see that it has actually
00:59been used a couple of times in this image here.
01:01Now I'll go to the Links panel menu and choose Embed All Instances of Logo.pdf.
01:07As soon as I choose that, it gives me this little embed icon here in the Status
01:12Column. That means that all of these instances are embedded. I no longer have
01:18to keep track of them on disk anymore because the image is actually inside the
01:22InDesign document. If I send this document to somebody else to print, they will
01:27need the high res images on disk for these graphics, but they will not need the
01:31one for the logo because that one is embedded.
01:34Now embedding makes some people really nervous because that's like inside the
01:37document, but I want to tell you it really is safe and one of the reasons it's
01:42safe is you can always unembed it, if you need to. We can come over here and
01:46select the logo and from the Links panel menu, choose Unembed All Instances.
01:51And in this case, it will ask us do we want to relink to the original file on
01:55disk or do you want to create a new file? This is actually really cool. It can
02:01take the whole PDF file that it had embedded and write it to disk as a brand new file.
02:06So even if I had thrown away the original PDF, I could still get that graphic
02:12out again which is really great. So it's very safe, very robust, no problems.
02:16I'm going to cancel that because right now I don't need to unembed that image.
02:20I'm comfortable with embedding this file because it's only small, it's only 8k,
02:259k, so it's really tiny, and it means my InDesign document is only about 8 or 9
02:30k larger than it used to be, but for these images up here, let's select that
02:35one we can see that's 2 megabytes, this one is 4 megabytes almost, so if I
02:41embedded those, my InDesign document would get 2 or 4 or 10 megabytes larger. I
02:46mean imagine having a 50 megabyte image or a 100 megabyte image, would I embed
02:51that? Probably not.
02:52It would make me kind of nervous to have my InDesign file jump to that large.
02:56Generally, I'll go ahead and embed small files if it's just a little 100 k file
03:02like a logo or something but big files, those big Photoshop files, I'll leave
03:07those link to my files on disk.
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Editing original graphics
00:00What happens after you put an image on your page and then realize you need to
00:04edit the image somehow? For example, I'm working at this big cup of hot
00:08chocolate and I'm thinking, I don't like this pink background. I want to change
00:13that somehow. Well, I could easily go find that image on disk and open it in
00:17Photoshop and change it, but since I'm already looking at it here in InDesign,
00:21it's far easier to use a feature called Edit Original.
00:25Edit Original shows up in several places including in the Edit menu. I could
00:29choose Edit Original here or in the Links panel, open that up and click on the
00:34little pencil icon, but honestly, the fastest way to get to Edit Original is by
00:39holding down the Option key or the Alt key on Windows and double clicking on
00:42the image. As soon as I do that, it immediately opens it up in Photoshop, the
00:48original application and lets me edit it.
00:52Here, I'll turn on this Layer mask to set it to Transparency and maybe turn on
00:56this Background layer. While I'm here, I can do something crazy like set this
01:01to Hard Light, give a really interesting harsh effect to it. Now I'll save the
01:06Photoshop document by just simply pressing Command+S or Ctrl+S on Windows. I'll
01:12close it and as soon as I come back to InDesign, by clicking on that background
01:16application you see it updates.
01:18I don't have to do any special updating in the Links panel. Because I used Edit
01:23Original, InDesign was watching that file, and as soon as it changed, it
01:27updated it. By the way, InDesign actually has no idea what the original
01:33application is for these images. It relies entirely on the operating system for
01:37this information. Basically, Edit Original is the same thing as double clicking
01:42on the image inside of a folder. Sometimes it even opens in the wrong program.
01:47Let me show you. I'll press Shift+Page Down to go to the next page and I'll try
01:51Edit Original on this image down here. Option+double-click or Alt+double-click
01:56on Windows, and it opens not in Photoshop like I was hoping, but here in the
02:00Mac OS Preview application. Well that's a hassle. That doesn't help me very
02:05much. I wanted to open this in Photoshop.
02:07Well, I'll go ahead and close this, come back to InDesign and use a different
02:13feature new in CS4, and that is Edit With. Once again Edit With shows up in the
02:19Edit menu, it shows up in the Links panel, but I like getting it from the
02:23Context menu by right-clicking or Ctrl -clicking with a one button mouse and
02:28scrolling down until I find the Edit With submenu.
02:31Here we get a long list of all the possible applications that can open this
02:35kind of file and I'm just going to choose Adobe Photoshop. That sends the image
02:41directly to the application that I choose.
02:44Getting efficient with InDesign and the Creative Suite means making the
02:47programs all work together as smoothly as possible. The Edit Original and Edit
02:52With features are a big part of that operation, so it's worth getting used to
02:56using them whenever possible.
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Setting frame-fitting options
00:01When you import an image, it often doesn't appear at the correct size on your
00:05page. For example, I'm going to use the Frame tool to draw out a frame on my
00:09page here. Then I'll use the Place command from the File menu to choose an
00:14image. Let's say the hot_choco2.psd file. I'll place that right inside of here
00:21because the image frame was selected, when I placed it, the image went right into it.
00:25But the image is too big for this frame. I can see the rest of the image if I
00:30want to by choosing the Direct Selection tool. That's the white arrow tool. And
00:34then clicking on top of the image and holding the mouse button down for about one second.
00:39When you do that, InDesign clicks into sort of the ghost preview mode and it
00:44shows you the whole image kind of ghosted back and if I drag, I can see the
00:49outside of the image, you know what's going to be cropped out behind there. So
00:53that could be useful.
00:54But in this case, how do I get the rest of the image into the text frame. We
00:59will explore scaling in the chapter on Transforming Objects, but let me quickly
01:03show you one feature which really comes in handy, especially when you are
01:06making a template that will be used to create many other documents. It's all
01:10about the Fitting options.
01:12While this image is selected, either with the Selection tool that's the black
01:16arrow tool or the white arrow, Direct Selection tool, with either of those
01:20tools, I can select the image and then go to the Object menu and choose
01:24Fitting. The Fitting submenu gives you a bunch of controls that I'm going to
01:28cover right now.
01:30Fit Content to Frame, will scale that image so that it fits inside the frame
01:35perfectly. But you will notice that it actually squeezes the image in this case
01:40in a really unpleasant way, so we don't necessarily want to use that. It's rare
01:43that you want to squeeze your image disproportionately.
01:46So let's undo that with Command+Z or Ctrl+Z on Window and try a different one.
01:51Object, Fitting, Fit Frame to Content. Now this is the opposite. This actually
01:56will change the size of the frame so that it matches the content, in this case,
02:01the image. The frame got bigger to fit to the size of the image and that's not
02:07what I wanted here either, but it is interesting that you can do that.
02:10Let me undo that, Command+Z or Ctrl+Z on Window and I just want to point out
02:15that there is a one other sort of shortcut for getting that Fit Frame to
02:18Content. I'll use the Selection tool, the black arrow tool and I'm going to
02:22double click on one of these corner or side handles. When you double click on a
02:27handle, it stretches the frame to fit the image. It's just a little shortcut
02:31for the Fit Frame to Content. Again I'll undo that, this one to point out that
02:36double click trick.
02:38Now, let's look at some of the other Frame Fitting Options. Instead of going to
02:41the Object menu this time, I'm going to right-click with a two button mouse or
02:45Ctrl-click with a one button mouse, because fitting shows up down here in the
02:49Context menu as well.
02:51The third option Center Content, that could be useful but it won't scale the
02:55image at all. It just centers it inside of the frame, but that's good to know
02:59that you can do that as well inside that submenu. Then we have two of my
03:03favorites Fit Content Proportionally and Fill Frame Proportionally. Fit Content
03:10means scale the image down, so that it fits inside the frame and it takes the
03:15longest measurement of it, in this case the width and it scales that inside the
03:19frame. That's cool but the problem is, is that leaves a big blank area.
03:23Typically, when you use that feature it will actually leave a blank area in the
03:27frame a little bit. So instead, let's look at the other option there Fill Frame
03:32Proportionally and when you use Fill Frame instead of Fit Content; Fill Frame,
03:37it will fill the image inside that frame and instead of using the longest
03:43dimension of the image, it uses the shortest dimension. That is in this case,
03:47it will fill the height perfectly but then the width gets cropped out.
03:52Again, if I use the Direct Selection tool, I can click and hold down and we can
03:56see that it got cropped a little bit on the right side there but it's as big as
04:00it can be and not leave any blank space in that frame. So that could be handy.
04:06But there is a last option in this Fitting submenu that I think is the coolest,
04:10Frame Fitting Options, because this actually changes the behavior of the
04:15graphic frame. So any image that goes into this frame will be affected.
04:20Let me go through what each of these means: Crop Amount means how much of the
04:24original image do you want to crop out before scaling it down. This is very
04:29useful if you know that any image that's going to go in here has too much space
04:33here on the edge.
04:33For example, those old images of a yearbook or old snapshots that have a little
04:39white border around it. If you want to crop those out and you know that any
04:42image going into this frame is going to have that border on it, you can tell it
04:46crop out on all four sides. I'll just use the arrow key here and you can see
04:51that it's going to crop out about an eighth of an inch on all sides of that
04:55image before it places it in there. So that's a kind of a cool technique.
04:59The second thing here Alignment, is where do you want the image to be inside
05:04the frame. Often times you want any image to be placed into a frame to be
05:08centered and so and I'm going to click on the center point of this Reference
05:12Point little proxy and that means the center of the image will be centered in
05:16the frame itself. If I click on the lower right, it means place the lower right
05:21corner of the image in the lower right corner of the frame but again, right now
05:25I'm just going to center it.
05:26Now the last item here Fitting on Empty Frame. Really isn't just empty frames.
05:32It gives us the same controls as we saw in the Fitting submenu: Fit Content to
05:36Frame, Fit Content Proportionally, Fill Frame Proportionally. And so you can
05:40tell your graphic frame, your image frame to have this behavior for any image
05:45that goes into it.
05:46I'm not sure why they called it an empty frame but basically it has to do with
05:49when you first place your image, it's going to crop then align and then it's
05:53going to fit it right into that frame, using whatever fitting technique that
05:58you choose here.
06:00So that's a very cool way of setting up your graphic frame so that any image
06:04that goes into it, it gets scaled just right.
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Setting transparency and clipping paths
00:00What if you want part of an image to be transparent? For example, you want this
00:04white area to be transparent so we can see the color behind it. In the past,
00:08this effect has typically been created using a Clipping Path but InDesign can
00:13also see and manage native transparency in images too, which often leads to
00:17much better results.
00:19First let's look at how to do this with Clipping Paths. I'll select this image,
00:23go to the Object menu and then choose Options from the Clipping Path submenu.
00:28In the Clipping Path dialog box, I can choose a type of clipping path. Detect
00:33Edges would have InDesign draw a clipping path for me but honestly it's going
00:37to be rough, I did not recommend that.
00:40Alpha Channel would do the same sort of thing, if the image has an Alpha
00:43channel built into it, but in this case it doesn't. So it wouldn't help and it
00:47would still be too rough. However, the image does have a Photoshop Path built
00:50into it. Somebody built a clipping path in Photoshop, saved it with that image
00:55and gave it a name.
00:57So I'm going to choose Photoshop Path and then it automatically picks that path
01:01from here. If there were more than one path in the Photoshop image or the TIF
01:05file or whatever file we are using here, it would show up here and I could
01:09choose from among those paths.
01:10In this case, there is only one. I'll click OK and you can see that it sets a
01:15background to transparent. I'll deselect everything by pressing Command+Shift+A
01:20or Ctrl+Shift+A with Windows. Here is the problem with clipping paths; there
01:25are very sharp edges. If I zoom-in on the top of these little truffles here, we
01:29can see that's a very sharp edge and it didn't quite get out all of the white
01:33background. Let's zoom-in even a more.
01:36Here I'm at 4000% and I can see every pixel in this image and I can see the
01:41clipping path is just too sharp, it's not realistic at all. I'll zoom back to
01:45200% by pressing Command+2 or Ctrl+2 on Windows and let's look at a different
01:50way of doing things that doesn't include clipping paths. In fact, why don't I
01:54select this with the Selection tool and turn the Clipping Path feature off.
01:59Object, Clipping Path, Options, and set that path off. There we go no more
02:05clipping paths. I don't like clipping paths at all.
02:08Alright, now let's see how we can do with transparency. In an earlier movie, I
02:13have showed how we can use Edit Original to open this image in the original
02:17application, in this case, Photoshop. I'll Option+Double Click or Alt+Double
02:21Click on Windows and it opens it in Photoshop.
02:24I just happened to have a transparency mask in this image of course, and I can
02:28turn that off by Shift-clicking on it in Photoshop and I can see this
02:31checkerboard in the background. Whenever I see a checkerboard, I know the image
02:35has transparency in it. Now, I'm going to save that by pressing Command+S or
02:40Ctrl+S on Windows. I'll close it and then I'll go back to InDesign.
02:45When I return, I see a similar effect but if I zoom-in I get a much better
02:50result. It actually anti-aliases into the background. It's a beautiful result.
02:55It's much more realistic. I'll zoom- out again and move this over a little bit
03:00and I want to show you what happens if I remove that brown background. So I'll
03:05go to the Swatches panel, I'll set the background of this object to None and
03:10you can see that now it's gone right back to the background color.
03:14Alright, let's put some Text Wrap around this. I'll set this to Alpha Channel,
03:19so it will wrap around the transparency. Then I'm going to move this text frame
03:23over to be right next to it. This looks pretty good but I want to give you a
03:26general rule that you should remember about how text and transparent objects
03:31work together.
03:32It's usually a good idea to put the text frames above other transparency
03:36effects like this transparent image, rather than below it. In most cases it
03:41still works if the image is sitting on top of the text frame but on occasion,
03:45it can look as though the text were heavy-ing up right around the image
03:49here. So to be safe, it's much better to put the text on top if you can.
03:54In this case, I'll go to the Window menu and choose Layers, create a new layer
03:58called Text, click OK and move this text frame above. Now that the text is on a
04:05higher layer than the image, I'm sure it's going to print great. Even though,
04:09you might have been using Clipping Paths for many years in your work, it
04:12doesn't mean you need to keep using them in InDesign. Using native transparency
04:16in your images is far more efficient and it looks a lot better.
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Colorizing images
00:00Sometimes you need to colorize an image, that is apply a color to an imported
00:04image and you can do this in InDesign but there are conditions, it has to be a
00:09pixel based image, so no Illustrator or Vector files. The image has to be saved
00:14in Gray Scale mode that is it can't already be in color and there cannot be any
00:19transparency in the image. So it has to be a flattened gray scale image like a
00:24TIF for PSD file. I'll show you how it works.
00:27I'm going to select this frame on page eight of my Bliss_Magazine file, from
00:31the exercise files and I'm going to choose File > Place. I'm going to choose
00:36the nibs_ grayscale image, that's a gray scale version of this image in a TIF
00:41file format. I'll click Open and the gray scale image is dropped inside this frame.
00:46Now to colorize that, you would think that you just go to the Swatches panel
00:50and click on a swatch, but actually there is one more step required and that is
00:56to use the Direct Selection tool.
00:58If I would simply colorize this frame it would colorize the frame, but not the
01:02image inside the frame and that's typically not what people want. They want to
01:06colorize the image inside the frame. So choose the Direct Selection tool, it's
01:11the white arrow and then click on the image inside.
01:14Now I have the image selected, not the frame. You have to be very careful in
01:18InDesign about what is selected and what's not selected. In this case, I have
01:21the image selected not the frame and now I can click on a color in the Swatches panel.
01:27This colorizes the image inside the frame. If it's still a little bit too dark,
01:31I could always go up to the Tint field and just clicked on the word Tint which
01:35highlights that number, sort of a shortcut for highlighting those numbers in
01:38there and now I can set it to maybe 50 % and hit Enter. Now it's even lighter.
01:43Now it's a 50% tint of this Beige color.
01:46I can't tell you how many people have emailed me saying they can't figure out
01:50how to achieve this effect. So now you know, you just have to use the Direct
01:55Selection tool.
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Turning image layers on and off
00:00Not only can InDesign read transparency in your images, it can see the layers
00:04inside your Photoshop and Illustrator files. That means you can actually turn
00:08on and off layers in your files from within InDesign, without ever going back
00:12to Photoshop or Illustrator. Very cool. Okay here is how it works.
00:16I have my Bliss_Magazine file opened from the exercise files and I'm going to
00:20select this image on page seven. I'll go up to the Object menu and choose
00:25Object Layer Options. This is control center for all of my layer decisions for
00:30my images and I can see that this image, it's a Photoshop image, it has layers.
00:34It has these three layers in it, Candy, Floral background, and regular
00:39background and while the Preview check box is turned on, I can actually turn on
00:43and off these images and see the effect even without closing this dialog box.
00:47The background wasn't even visible at all, so that had no effect. What if I
00:51turn off the background, the floral bg layer? Well, you can see that now I have
00:55got the candy but no green background. Alternately, I could turn off the candy
01:00and turn on floral bg and I have this really pleasant green background. Let's
01:04go with that. I'll click OK and instead of that other candy I'm going to drop
01:08this candy on top of it because I just think that's more attractive. I like that.
01:12All right, let's go to another page. How about page nine? I'll do a Command+J
01:16or Ctrl+J on Windows. I'll type 9 and hit Enter and we can see that we are on
01:23the page with the map. Let's zoom-in here a little bit so we can see this
01:27little bit better and I'm going to go to View, Display Performance, High
01:31Quality Display so we can really see the map well. That's great.
01:35However, those dashed lines, I don't like those dashed lines and that text, I'm
01:40not sure about that. I sure, we hope that the Illustrator person whoever put
01:44this together in Illustrator use layers and gave me a few options, let's go find out.
01:49I'm going to select that map image with a Selection tool. I'll go up to the
01:53Object menu and choose Object Layer Options. Now this is an AI file, a native
01:58Adobe Illustrator file and we can see that here too, we have a bunch of
02:02options. Let's make this a little bit bigger so we can see, that's all the
02:05layers, hand drawn lines, dashed lines, decorative. Well, some of these are
02:08already turned off.
02:10Whatever was turn off, whichever layers were hidden in the original Illustrator
02:14file or Photoshop file or whatever file we have imported here, whatever was
02:19turned off will be turned off here in this dialog box as well. Let's move that
02:24out of the way so we can see it a little bit better.
02:26If I don't like those dashed lines, great I'll turn them off. So now there is
02:29no dashed lines. I better turn on the Preview check box so I can see the
02:33difference. The dashed lines go away. What are these Hand Drawn Lines?
02:37Ooo, I like that, I like that effect. That's very attractive, much more subtle. Let's try that.
02:42So hand drawn lines are on, dashed lines are off and this text, let's try it to
02:46a different text layer. Well there we go. There is a whole different type of
02:50text that's in this Illustrator file that I would never even have been seen if
02:54I hadn't open the Object Layer Options dialog box. So there is a lot of control here.
03:00Hey, I want to point out one other feature inside this dialog box and that's
03:03the Update Link Options. We have two options here. When Updating Link, Use
03:08PDF's Layer Visibility or Keep Layer Visibility Overrides. If this were a
03:13Photoshop file, this would say Use PSD's Layer Visibility. But either way it's
03:17either do you want to use the visibility of the file or do you want to Keep
03:21Layer Visibility Overrides? What's the difference?
03:25Well that all has to do with what you do want to happen if your image gets
03:29updated. If something changes about that image, what do you want to happen when
03:34it updates. Well, if you choose the first item, use the files Layer Visibility
03:40then it throws away any changes that you have made inside this dialog box. They
03:45just go away, the whole thing gets reimported fresh.
03:47But if you use Keep Layer Visibility Overrides, then it remembers what you have
03:52done here. So that's the difference there. Generally, you want it to remember
03:56the changes that you made, so you will choose Keep Layer Visibility Overrides,
04:00that's my recommendation, click OK and we can see they are changed. I better
04:04move this image over, so it doesn't bump into the word. There we go. It looks great.
04:09Now there are so many ways to use this feature. For example, you know I write a
04:13lot of computer books, right and they have before and after images. So now
04:18instead of creating two different files on disk, I just save the before and
04:23after image as two layers inside of a single file. I would import that file, I
04:28would duplicate the image and then I change which layers are visible for each
04:31figure, this is before, this is after, but it's really just one file on disk.
04:36So now I keep track of half the files that I use to and it's much easier to go
04:40back and make changes when necessary. I just love this feature.
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7. Formatting Objects
Selecting objects
00:00You have seen me selecting objects on pages throughout all the earlier movies,
00:05but let's take a moment to really look at the details of selecting objects
00:09because there are some subtle and sometimes confusing aspects to the seemingly simple task.
00:14The two basic tools for selecting things in InDesign are the black arrow,
00:18Selection tool and the white arrow, Direct Selection tool. If you are familiar
00:22with Illustrator, you are already familiar with these tools because they work
00:25the same in both programs. But if you're not familiar with them, let me trade
00:30gently here and show you how they work.
00:32The Selection tool lets you select an entire object or a group of objects. For
00:38example, I can select this text frame and just move it over a little bit. I
00:42move the entire frame. This over here is a group of objects. I can tell it's a
00:47group because there is a dashed line.
00:49I'm going to zoom-in to 200%, Command+2 on Mac or Ctrl+2 on Windows and you see
00:54that dashed line around all of those objects, that's a group. I'll be talking
00:58more about groups in a later movie but for right now, trust me that's a group
01:02of objects and I can move all of them with the Selection tool, simply by
01:06clicking and dragging with it.
01:07I'm going to pan down here so we can see this graphic down here and this
01:12graphic is inside of a frame. Images in InDesign are actually two separate
01:16things, there is an image and there is a frame and they don't necessarily have
01:20to move in tandem, but when you click on them with the Selection tool and drag
01:25them they do, the image and the frame work together.
01:29Now what about the Direct Select tool. I'll press the A key to choose the
01:34Direct Selection tool, that's the white arrow. A is for direct selection, V is
01:38for selection. When I have the Direct Selection tool, I can target exactly what
01:45I'm trying to select. Maybe the image inside the frame, click once on the image
01:50and now I have selected the image inside the frame. Click and drag and you can
01:54see that I'm actually moving that image but not the frame. The frame is
01:58cropping off the side of it. Same thing over here, I'll select the image but
02:03not the frame and so when I move it, it crops it out.
02:07I can also select the frame but not the image, here I have clicked on the edge
02:11of the frame and I can see the four points that make up these rectangular frame
02:15and if I drag one of those points out, I have actually changed the size of the
02:18frame but it had no effect on the image inside of it.
02:22By the way the same thing goes with text frames. I can select the text frame
02:25with the Direct Selection tool and move one point of it and it will change the
02:29shape of that frame itself. I can also drag one of these segments between
02:34points and it will move both points on either side of it. So that's a very
02:38handy way to move an entire segment of a frame or a path.
02:42Now I want to teach you a very important keyboard shortcut. This is one of my
02:46favorite keyboard shortcuts in InDesign. It's Command+Shift+A on the Mac or
02:50Ctrl+Shift+A on Windows and all that does is deselect everything. You know
02:56Command+A will select everything.
02:57In most programs, Command+A or Ctrl+A on Windows selects everything on the
03:01page. I just did that and I selected all the objects on a page but
03:05Command+Shift+A. If you add that Shift on to it or Ctrl+Shift+A, it deselects
03:09everything. That's a really handy one to know because sometimes you don't know
03:13what is selected and what's not selected on a page. Sometimes it's better just
03:16to clear the slate and deselect everything.
03:19Now in an earlier movie, I mentioned that you can double click with one of the
03:23Selection tools on a text frame and it automatically switches to the Type tool
03:28and places the cursor directly in the text frame, but something different
03:32happens if you double click on an image with one of the Selection tools.
03:37I'm going to deselect everything, Command+Shift+A, then I'm going to press V
03:41for to go back to the Selection tool and now I'll show you what happens if I
03:45double click on this image. Double click on it; it switches to the Direct
03:49Select tool. Well that's kind of interesting and if I double click on it again,
03:53it switches back to the Selection tool. So that's a quick way to move back and
03:56forth between tools.
03:58Let's say I want to move the image inside that frame. I'll double click, get
04:02the Direct Selection tool, click once more to select the image inside and now I
04:06can move it. Then I double click one more time and I go back to the Selection
04:10tool, which would let me move the entire frame and the image inside of it.
04:15Here is some more selection tricks. I'm going to use the Power Zoom tool by
04:18holding an Option and spacebar and clicking or you can do Alt+spacebar and
04:23click at the same time on Windows. So I'll Option+spacebar-click, hold down,
04:28move over here and I zoomed in to a new part of the page and I want to show you
04:32how you can select inside of a group.
04:35I have a group of objects here but if I want to just choose one element inside
04:39the group. Well, you can do that with the Direct Selection tool as well. I'll
04:43double click to get the Direct Selection tool and I can see that it selected
04:46what I was double clicking on, which is that circle. I could do the same thing
04:50with each one of these objects simply by clicking on them now, that I have the
04:54Direct Selection tool.
04:55Let's zoom-in a little bit more, Command+4 or Ctrl+4 on Windows to go to 400%
05:00view and I can see that this text is actually outlined and there are lots and
05:05lots and lots of little tiny Bezier points on these. To select all of these at
05:10the time, I would Shift-click on them.
05:12So click on one and then Shift- click on this and then Shift-click and
05:16Shift-click and Shift-click and now I have selected all of those objects. Now
05:21that they are selected, I could move them all as a group if I wanted to, simply
05:25by clicking inside here where there is no points and dragging around.
05:30Alright, how do I select this big brown box in the background, that's not part
05:34of the group, it's behind the group. I'm going to deselect everything. Hit V
05:38for the Selection tool and I'll click on what I think is the brown box. Here it
05:43is; there is the brown box. But what if I couldn't click on it. What if I was
05:47clicking over here and I wanted to click behind that object.
05:50Can you click through an object in InDesign? Absolutely. On the Mac you hold
05:54down the Command key, on Windows you hold down the Ctrl key and either way that
05:59lets you select through an object to the object right behind it. Then I'll
06:02Command or Ctrl-click again and it selects the object behind the brown box
06:07which is this wavy lined frame I guess in the background there. Then I'll use
06:11that keyboard shortcut one more time and it selects the top most object again.
06:15So you can select all the way through objects and then it starts off at the top again.
06:20By the way, there are some other hidden Selection tools in the Context menu or
06:23the Object menu. For example, selecting through objects can also be
06:27accomplished by right-clicking or Ctrl- click with one button mouse, scrolling
06:32down to Select and then choosing Next Object Below or if you want to go all the
06:36way to the very back of the stack, you could say Last Object Below. I'll be
06:41talking about objects and how they stack up on the page in a later movie.
06:44I want to say one more trick about selecting objects and then we will move on.
06:48If I select through this object down to that brown frame, how could I move it?
06:53Well, I can move it by this center point. Any time you select an object on the
06:59page you always get a center point as well as the edge points and that center
07:03point is kind of like of a proxy, which means it just references the whole
07:08thing. So if you ever want to select something and move it and you find it
07:11difficult to move it, look for its center point. Clicking on that and dragging
07:16it lets you move the whole thing.
07:18Okay, practice those selection techniques a little while and you will get the
07:22hang of selecting objects in your document. I know there seems like a lot of
07:26different ways to select objects in InDesign, but watch the video a couple
07:30times and practice it on your own and you will get the hang of it in no time.
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Using basic strokes and fills
00:00Need to set the color of an object. Well, do you want to change the background
00:04fill or do you want to change the object stroke, what some people called the
00:09border? InDesign just like Illustrator, lets you apply a fill or stroke color
00:13to any object on your page, even text.
00:16The trick is managing the Fill and Stroke icons. Those icons show up in three
00:21places, the bottom of the Tool panel, over here in the Color panel and so it's
00:26a little bit bigger here or in the Swatches panel, these little tiny icons in
00:31the upper left corner of the Swatches panel, that's where I usually control
00:34them. Let's see how they work.
00:36The rule is whichever icon is on top is what gets affected when I apply a
00:41color. Right now, the Fill icon is on top but if I click on this Background
00:46icon that moves to the front and now I'm going to affect to the Stroke color.
00:51As long as you are not editing text, you can just press the X key to swap
00:55those, fill is on top, now stroke is on top and back and forth.
00:59Alright, now the Fill is on top, let's apply a color. You apply a color simply
01:05by clicking on it in the Swatches panel. For example, I can apply this nice
01:09dark green color or perhaps a bright cyan. I'll cover how to create your own
01:15colors more in a later Chapter, but for right now, we will just go with the
01:18ones that are listed in the Swatches panel.
01:20Now let's give it a stroke. I'll press X to put the Stroke icon on top and now
01:25I'll choose a color, maybe bright magenta color. I can see the magenta here in
01:29that little icon, but I can't see it here and the reason is that the stroke
01:34isn't thick enough. Right now, I only have a one point stroke and the selection
01:38edge is kind of obliterating it. So let me put a big thick stroke on it.
01:42You can change the size of your stroke up here in the Control panel, in this
01:46field. I'm going to use the Pop-up menu and make a really thick stroke, maybe
01:50seven points. Now you can see the thick magenta stroke on that object.
01:54If a color is too intense you might want to tone it down a little bit by
01:58changing its tint. You can do that at the top of the Swatches panel. I'll click
02:02on the word Tint, that's a little shortcut for selecting the entire number
02:06there and I'll change this to maybe 60 % and then hit Enter. Now I get a 60%
02:12magenta instead of the full strength.
02:14You can also apply a Fill or a Stroke by dragging it out of the Swatches panel.
02:19For example, I could take this green swatch and drag it out on top of this
02:24frame over here and when I let go; it applies green to that fill.
02:29However, note that this also change the stroke of this object here. Because it
02:34was selected and the Stroke icon was on top when I actually click to drag. So
02:40you need to be a little bit careful of what is selected and what's not
02:43selected. Remember in an earlier movie when I said that Command+Shift+A
02:47deselects everything, this is a great example of why you might want to deselect
02:50everything before doing something.
02:52I'll press Command+Shift+A to deselect everything. Now I won't accidentally
02:57change colors of things. So I could choose the yellow swatch and drag it on top
03:01of the background to apply that yellow or blue to drag it on top of the stroke
03:06and let go and it applies the cyan to that stroke.
03:11Just above the Fill and Stroke icon, so much impossible to see, but it's a
03:15little double headed arrow, which means swap the two colors. That means make
03:20the stroke color the fill color and the fill color the stroke color. For
03:24example, if I choose this object over here and click on that button you will
03:28see how they swap. The background fill becomes cyan.
03:32You can do that same thing with the keyboard shortcut by pressing Shift+X.
03:35Shift+X will swap the two back and forth. Another one of my favorite keyboard
03:41shortcuts is the D key. When you are not editing text and you hit D, it reverts
03:46back to the default colors, which is Black Stroke and No Fill, a fill of None,
03:54none means transparent.
03:56Now I mentioned, you can also change the Fill and Stroke color of text. Let's
04:00take a look at that. I'm going to double click on this text down here and
04:04zoom-in to 400%, Command+4 or Ctrl+4, and I'll select the text that I wanted to
04:09change the color of. This whole of chunk of text here and we can see in the
04:13Swatches panel, that this has a fill and no stroke. The stroke has a red line
04:17through it meaning it has a stroke of None.
04:20To change its fill color, simply choose a different color. If I deselect, I can
04:25see that now it's brown. Command+A or Ctrl+A to select the whole thing. Let's
04:29choose another color, maybe this dark blue and deselect and I can see that now it's blue.
04:35It's unfortunate that you can't see the color while it selected but that's kind
04:39of the way it goes in InDesign. I'll select it one more time and let's give it
04:43a stroke. I'll bring this Stroke icon to the top and then I'll stroke this with
04:48something outrageous like a bright yellow.
04:50Let's look at that. There we go blue interior blue fill and also a yellow
04:55stroke. The stroke is little bit too strong. So let's select it and change the
05:00stroke width. I'll go to the Stroke panel now because when you have text
05:04selected, the stroke width doesn't show up in the Control panel. But it does
05:08show up in the Stroke panel. It will always be in the Stroke panel. I'll change
05:11this to something smaller like 0.5 points and hit Enter and we can see that now
05:17it's a more subtle effect.
05:19Okay, let me show you one more way that you can colorize your Fills and
05:22Strokes. I'll zoom back to fit the page in window again with Command+0 or
05:26Ctrl+0 on Windows and I'll select the Selection tool and choose this second object.
05:33Instead of going to the Swatches panel, I'm going to choose the Color panel.
05:36This gives me a different set of controls for applying color. I'm going to
05:40change the fill, so I'll click on that icon to bring it to the front and you
05:44will see that it immediately gives me a Tint bar here. I can click on this tint
05:48bar to change the tint and this is exactly the same thing as changing that Tint
05:52field in the Swatches panel.
05:54I could also just change the field up here or drag this little slider back and
05:58forth. It's up to you. Now let's look at the Color panel menu. Here we can see
06:03that we can choose colors as well, Lab colors, CMYK, RGB. I'm going to focus on
06:08the CMYK colors that we can apply.
06:11If I want to change this to some light blue color, I simply click on it or
06:15maybe a pink color or purple color or any of these. You can really experiment,
06:20have fun with this or you can dial in CMYK values yourself, if you want
06:25exactly, let's say 50% magenta and 20% yellow.
06:30Of course, I could apply a stroke to this as well. I'll click on the Stroke
06:34icon, I'll make this, maybe a dark purple color and I'll make this thicker and
06:39we have a lot of control here. We can even change the stroke style up here in
06:43the Control panel. Instead of a solid line, let's make it a dashed line or
06:48maybe even a dotted line, that's dotted purple line around this object, very attractive.
06:54There is much more that you can do with Fills and Strokes including really fine
06:58tuning your strokes in all kinds of ways and that's what we are going to cover
07:02in the next movie.
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Using advanced strokes
00:00While the control panel lets you adjust the width of a Stroke and also the
00:04Stroke Style, for the ultimate in stroke control you need the Stroke panel. The
00:10Stroke panel gives you all kinds of controls. Starting with Width but then
00:14going in to a lot more detail.
00:16For example let's change the type back to Solid and I'm going to zoom in on one
00:21corner here, with the Option+ spacebar or Alt+spacebar-drag shortcut, and I can
00:27see that this corner is very sharp. Well I can control that corner a little bit
00:31by changing the join value; there are three options, very sharp, or rounded, or
00:38beveled. You get to choose which you want. I'll go with rounded. If I go to the
00:44View menu and turn on Show Frame Edges, we can see that the edge of this frame
00:49is right in the middle of the stroke. I can move the stroke to the outside or
00:54the inside of that frame by adjusting the Align Stroke option.
00:58Right now it is set to Center, this is the inside of the object and this sets
01:03it to the outside of the object. If I change the type to Thick or any of the
01:08ones that have spaces in them, I can adjust the color of the gap. This area
01:13in-between the stroke is called the gap. And by default, it set to none. The
01:18gap color is none, but I can change this to some other color, maybe this dark
01:22green. I can even change its tint a little bit if I want to. Maybe bring this
01:26down to 80%, not quite as saturated. Alright now let me zoom back a little bit
01:32with the Command+Minus and I'm going to add a big arrow on to this pointing at
01:37one of these candies.
01:38I'll use the Line tool in a Tool panel, to draw a big arrow pointing right at
01:43that candy and I'm going to make it thicker in the Stroke panel, maybe six
01:47points thick, something like that. For some reason it is showing up blue here.
01:51I'll change it back to black by hitting the D key; remember D is for the
01:54default color of black with no fill. And now I see a six point black line but I
02:01really wish I had an arrowhead on the end. How do I get that? Well that's what
02:05start and end is about. Start is beginning of the line where I started dragging
02:11it and end is the end of that line. So I would like to put an arrowhead at the
02:15end of the line. There are a bunch of different kinds of arrowheads on here,
02:18I'll just use curved. I like that one.
02:21For the start I have the same controls, but I don't have any tail feathers. I
02:25wish Adobe would add some options for giving like little tail feathers on the
02:28end of the arrow, but I could do something weird like a square of the end, I
02:32suppose. Now I don't much like that. Let's go ahead and set it back to none,
02:37just a nice sharp end again. Although, why don't I zoom in on here and I can
02:42see that it's a little bit too sharp, I wish it were rounded. Well that is what
02:46the cap value is about when you have an open Path, you know, in other words a
02:51path that doesn't close like a frame. You can change the cap value. Right now
02:55it's set to end right at the end of that path, but if I would choose the second
03:01cap value, I get a nice rounded end or I could get another one here. This is a
03:07sharp end, but it sticks out a little bit beyond the end of the path.
03:11For example, I'll hit the A key to go to the Direct Selection tool and we can
03:15see that the path ends here but the cap goes beyond that amount by half the
03:21thickness of the line. Let's go back to the rounded cap. I like that one. I'm
03:25going to zoom back to 200% and see what it looks like. I think it looks pretty
03:31good now. You probably won't need the Strokes panel for every job, but when you
03:36need it. It's good to know that those features are all there.
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Using transparency
00:00What is the number one coolest, most amazing feature in InDesign? Why, XML, of
00:06course; no just kidding, its transparency. You know we have already looked at
00:10how InDesign can import images with transparency. Now let's take it a step
00:15further and look at how you can apply transparency effects to any object in InDesign.
00:20In order to apply a transparency effect, I need the Effects panel and I can
00:24find it under the window menu. I'll choose Window, Effects. There it is, the
00:29Effects panel, which gives me all the control over transparency I need.
00:33I'm going to choose this image in the choco_catalog document and I'm going to
00:37apply some transparency to it. The basic transparency is Opacity. Right now, it
00:42is set to 100%. If I change this, let's say to 50%, I can see through the
00:47object to the images below. Unfortunately this also changes the transparency of
00:52the image itself, so that is kind of frustrating. I think I'll undo that
00:56Command+Z or Ctrl+Z on windows and dial in the transparency a little bit more
01:01carefully. Instead of changing the opacity of the object, which we can see,
01:05highlighted here in the Effects panel. I'm going to click on the Fill, now when
01:10I change the Opacity level, it will only affect the fill of this object.
01:14I'll click on the word Opacity here and that is just a fast way to highlight
01:18that number. I'll change this to 50% instead. Now you can see the image stays
01:24fully opaque, but the background fill has become a little bit transparent. We
01:29could do the same thing with the stroke as well. I'll click on stroke, come up
01:33here and change this, maybe to 70%. So it's not quite as transparent as the
01:38fill, but you get the idea. You can really fine tune the transparency from the
01:42Fill, or the Stroke, or the Object as a whole.
01:46There is another control in the Effects panel, this pop-up menu, which lets you
01:50control the blend mode. Let's try it on this image over here. If I change the
01:55Blend Mode for this entire object to multiply, or Screen, or something like
01:59that it has a dramatic effect on how it appears in the document. By the way,
02:04many of these blend modes may look familiar to you because they are exactly the
02:07same as the ones in Illustrator or Photoshop. Multiply makes everything darker,
02:12it's as though it is burned it into the background image. Screen does just the
02:17opposite; it makes it lighter. Screen always results in a lighter effect.
02:22I'm not going to go through all of these. I'll just choose a couple of them
02:26randomly just to give you an idea. Soft Light makes things very, very soft;
02:30Hard light is sometimes a little bit a harsher, high contrast effect. You got
02:34the idea. There are lots of different effects that you can create including
02:38really ugly ones in your layout. So I'm going to go back to normal here and
02:42let's see how we can apply the same structure transparency effects to text. I'm
02:47going to move forward in this document a few pages by pressing Shift+Page Down,
02:51just do this a few times, here we go. On this lay out here on Page 6, I see
02:56that I have got some text inside a white or paper colored text frame and I
03:02would like that text frame to be slightly transparent.
03:06Once again, if I simply make this whole thing transparent, maybe 60%, it makes
03:11both the background and the text transparent and that is not a pleasant look at
03:15all. So let's set this back to 100% and once again just change the Fill to that
03:2160%. And we can see that now the text is still at 100% opacity just the way we
03:27would expect it to be, but the background, kind of, goes back. So that is a
03:31much nicer effect for what we are trying to achieve.
03:35On the other hand, we could apply the transparency effect to the text
03:38independently of the Stroke or it's Fill. So once again lots of control in the
03:42Effects panel. I should point out, by the way, that many of the features in the
03:47Effects panel are actually duplicated up here in the Control panel. For
03:50example, I can choose to apply a Transparency effect to the object, the Stroke,
03:55the Fill, or the Text. Right now it is set to text and if I change the opacity
03:59with the slider it will change the transparency of the text independently of
04:04the Fill or the Stroke.
04:06Changing the Opacity or Blending mode of an object is cool, but it's just the
04:10beginning when it comes to InDesign's transparency features. In the next few
04:14movies, we will look at some of the most common transparency effects starting
04:18with everyone's favorite - the Drop Shadow.
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Adding drop shadows
00:00Everybody loves drop shadows. They give a sense of depth to a page, they make
00:05things pop. Now let's see how you can add drop shadows to objects in your
00:09documents. I'm going to select these three objects on my page and add a Drop
00:13Shadow to all of them at the same time. There are three different ways that you
00:17can get to the Drop Shadow dialog box actually; probably more if you start
00:21adding keyboard shortcuts.
00:22One is up here in the Control panel, there is an fx pop-up menu and I could
00:26choose Drop Shadow from here.
00:29Another one is the Object menu in the Effects submenu. There is Drop Shadow
00:34again or Comment+Option+M or Ctrl+Alt+M.
00:38But the last way in the way I typically get there is from the Effects panel. At
00:43the bottom of the Effects panel here is an fx pop-up menu just like the others.
00:47Now you know all the ways to get to the Drop Shadow dialog box. I'm going to
00:50click on it and actually open that Effects dialog box to the Drop Shadow pane.
00:55Now the first thing I always do when this dialog box opens is head-on down to
01:00that Preview check box in the lower left corner. I'll turn that on so I can
01:04actually see the Drop Shadow in action. Move this off to the side a little bit
01:08so we can see better, there is one of our drop shadows.
01:11The second thing I typically do in the Drop Shadow pane of the Effects panel is
01:15lower the Opacity. For some reason Adobe starts off with this really heavy 75%
01:21Drop Shadow and it's hugely a little bit too dark in my mind. I don't know why,
01:25I just tend to drop it down to may be 60%, which is not quite so harsh.
01:30Next let's tell InDesign where the Drop Shadow should go, typically you can
01:34control either the distance or the X and Y offset from the object itself. Right
01:40now it is set to 7 points away from the object. I'm going to make it smaller
01:45and tighter, may be 3 points away. 3 points away -- may be a little bit more 4
01:50points away, I just hit Shift+Tab to go back here and then I hit the Up Arrow
01:54to move, I can move any field in InDesign, I can move up and down with the Up
01:58and Down Arrow keys on my keyboard.
02:00So let's say 4 points, that looks pretty good, and I can change the angle with
02:05the Angle Slider or type-in a value myself. I find this Slider easier to use.
02:10Well it's kind of like where it was. I'm having the light come in from the
02:14upper left to the lower left corner. This line means the light is coming in, in
02:19that direction. That looks pretty good.
02:21I usually turn on the Use Global Light checkbox here that ensures that all of
02:25the transparency effects in this document use the same angle. That way it
02:30doesn't look strange having the light coming from the left on one page and from
02:34the right on a different page so Use Global Light is a pretty safe bet.
02:39Next it is time to specify how large that Drop Shadow should be or each of this
02:43Drop Shadow should be. Right now they are set to 5 points which is pretty
02:46diffuse, the larger this value the more diffuse it's going to be, the more
02:50blurry it's going to be. Let's bring this down to may be 3 points; it's kind of
02:54a sharper look. If I set it all way down to 0, it's going to be a very sharp
02:59edge on the sides and that doesn't look very natural at all. But about 3 points
03:03is pretty good.
03:05Spread controls how far the darkest part of the shadow should extend into the
03:11shadow. Because these shadows are pretty small and tight, it probably doesn't
03:15matter much. But if you are working with really large shadows, sometimes adding
03:19a little bit of Spread makes the more intense. May be just 10 or 20% can really
03:23help boost a shadow if you've got a really big shadow there.
03:26The last thing that I always do to my Drop Shadows is add a little noise. The
03:31worst thing about Drop Shadows from any desktop publishing application is that
03:36there are two mathematically peer, they just look fake, but if you add just a
03:40little bit of Drop Shadow noise, maybe 3 or 4 %, it kind of breaks it up.
03:44Photoshop calls this dithering, but this is the way to do dithering in
03:49InDesign. It adds noise to the Drop Shadow just a little bit to kind of break
03:53it up and make it look more natural.
03:56Now I should also point out that all of these effects including Drop Shadow can
04:00be applied to the entire object or just to the Stroke or just to the Fill or if
04:04this were a text frame, they could be applied to just the text within the
04:08frame. So you have a lot of control over what the Drop Shadow will actually be
04:12applied to. In this case I really do want it to apply to the entire object.
04:17The last two features in here Object Knocks Out Shadow and Shadow Honors Other
04:20Effects are more advanced topics. That we are going to cover in the later title.
04:24I'm going to click OK and we can see that these drop shadows they just make the
04:30page more alive somehow, more three-dimensional.
04:34Drop shadows are cool, but there is no doubt that they can be over-used and you
04:40will end up making your whole document just look hackneyed. So proceed with caution. [00:04:445.05]
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Applying feathering
00:00One of the side effects of creating layouts on a computer is that everything is
00:04clean and the edges are sharp. And if that's the look you are going for, then
00:08great, but if you are trying to create a soft gentle look then you might
00:12consider using the Feathering Transparency effects which blur the edge of objects.
00:18InDesign CS4 has three different ways to feather objects on the page,
00:22Feathering, Directional and Gradient. Let's take a look.
00:26I'm going to choose this first image and I'm going to open the Effects dialog
00:29box to the Feathering pane. I can get there in multiple ways including the
00:33Object menu > Effects > Basic Feather. Let's take a look.
00:39The Effects dialog box is set to the Basic Feather pane and we can increase or
00:43decrease the amount of blurriness on the edge. I think I'll set this high may
00:47be 2 picas, and you can immediately see because the Preview check box is turned
00:51on. That is a very soft edge here. It's almost like a Gaussian Blur along the
00:56side of the edge.
00:58You have some control over how InDesign blurs the edge including a Choke which
01:03means how far away should that blur start, the Corners, should they be
01:07diffused, rounded, or sharp. Sharp will typically give you a kind of a sharp
01:12edge here in the corner, kind of defeats the purpose in my mind of a blur in
01:16the first place, so I'll leave it down at Diffuses.
01:19And you also have Noise. I always like adding a little bit of noise just to
01:23break-up the blur and make it a little bit more natural, may be just 3% noise,
01:28something like that.
01:29So that's one form of feather. When you use a Basic Feather it blurs all the
01:34edges of an object.
01:36Let's look at another version of Feather. This time I'll get the Effects dialog
01:41box from the Effects button in the Control panel, and we are going to look at
01:45Directional Feather. Directional Feather is just like Basic Feather, but you
01:50can control which side the feather is going to be applied to. In order to
01:54change one side without changing the others you have to de-select this little link icon.
02:00I'm going to apply this Directional Feather just to the right side so I'll
02:03highlight the right number here and I'll set this to something big like 3
02:06picas, because the Preview checkbox is turned on, you can see that the right
02:10side has a blur applied to it. Once again you have control over Noise, I'll add
02:15just a little bit there and you have control over Choke. For example, if I
02:20increase that Choke amount, you will see that the Blend is harsh, it's more
02:25direct. It goes from opaque to transparent faster. Bring this down to 0 again.
02:31You also have control over the angle. While this is set up to going to right
02:35side, if you change the angle of the blur you can get some very strange
02:39effects. For example, here I'm applying the Directional Feather from 34
02:44degrees, so it's coming in from the upper-right corner, and so it ends up
02:49applying that blur to both the side and the top.
02:52I'm going to set this back down to 0 because I only wanted to come on from the right side.
02:57The Shape pop-up menu let's you control which edges are applied. But in this
03:03case in just a straight rectangular frame here, it has no effect at all. Where
03:08you really see it take effect is on things like Type. So all the Transparency
03:12effects can be applied to any object, in image, vector image, type doesn't
03:16really matter. Anything in InDesign can have one of these effects applied to it.
03:20I'm going to choose this text frame and open up the Effects dialog box one more
03:24time, this time I'll do it from the Effects panel. I'll open that panel and
03:29I'll say, I want to apply the Directional Feather to this text frame. Here I'm
03:35going to apply it just to the right side, in the same way I did before but a
03:39little bit smaller, may be just 1 pica here, and a little bit of noise, always
03:43add noise. But instead of applying it just little leading edges, this time I
03:48once again apply the feather just on the right side, may be smaller, may be
03:52only 1 pica here and I'll add a little bit of noise, always add noise, that's
03:56good, and notice that the Shape is set to Leading Edges.
04:00Notice that Leading Edges in a text frame is a little bit different than on a
04:04straight rectangular frame. Here the Leading Edges are the right side of the S,
04:09but it's also the top of the T here and even the top of the D up here. It's
04:13almost as though InDesign we are drawing lines from the right side to the left
04:18and whatever it hits first will get blurred, kind of like a windstorm.
04:22If we change this to all edges then you get some really wacky effects because
04:27every edge along the side is blown away by this Directional Feather. Or we
04:33could choose First Edge Only, in which case it only affects the first edge that
04:38InDesign encounters when you draw these lines, so it will hit the S here and it
04:42will stop after that S, it will not apply it to the top of the T or the top of
04:46the D. So once again lots of control to dial-in the effect that you are looking for.
04:52I sometimes like really driving these things to the edge, these effects, you
04:56can get some really interesting things like changing this thing to all edges,
05:00may be making this a little bit smaller, but increasing the Noise dramatically,
05:04I'll increase this Slider up here so that you can get a really interesting
05:07weird grunge effect applied to it even. May be even make this a little bit
05:11bigger, and you can really get some wacky effects here with these tools.
05:16Okay, I'm going to click OK and move onto the third kind of Feathering in
05:20InDesign and that is Gradient Feathers. Gradient Feathers are really wacky.
05:25Let's go ahead and open the Gradient Feather pane of the Effects dialog box.
05:30I'll move this up so we can see better. Now I'd like to think of Gradient
05:33Feather as being like a manual transmission in a car. You have a lot of control
05:37over every start and stop, whereas the Directional Feather or the Basic Feather
05:42just gives you kind of a generic feather effect along its edges. But with
05:46Gradient Feather I can control everything.
05:49For example, right now this Feather is going from completely opaque, this
05:55little feathering stop here is set to completely opaque, I just clicked on it
05:58so I could see there is 100% Opacity all the way to completely transparent. So
06:04this is 0% Opacity. So I have a whole gradient stop ramp here and I can add
06:10gradient stops along here.
06:12For example why don't I click on the bottom here? I'm just clicking underneath
06:15the Gradient ramp and I'm adding some stops. And at each stop I can change the
06:20Opacity, so I might say at this point I want it to be really transparent. Not
06:26very opaque at all, but over here I want it to be really opaque. So I'll bump
06:31that all the way up.
06:32Now we have something where it's opaque on one side, opaque on the other side
06:36and kind of transparent in the middle, just about 16% opaque. Let's bring this
06:41down even more, and if we look at the image down here we can see that there is
06:44a line, it looks like a line going through it, but that's actually a
06:46transparency line, if this were on top of something else we would see that it's
06:50transparent. Even cooler we can change the angle of that line by adjusting this
06:55Angle Slider or typing in a different value.
06:58So now we have opaque, opaque, transparent and angle down the middle, and that
07:03is really neat. And you could add a whole bunch more gradient stops in here if
07:07you want. It's really quite flexible.
07:09We can also change this from a Linear Gradient Feather to a Radial Gradient
07:14Feather. Now we have a circle centered in the middle where it's opaque on the
07:19outside, opaque in the middle, but right in a circle around the edge we have a
07:24fully transparent or an almost transparent area.
07:27And once again remember we could apply this to anything images, graphics, text
07:33whatever. We can also dial it in so that it only applies to the Stroke or the
07:38Fill or the Text. It's completely up to you; you have got a lot of control over
07:42all of this effects. I love it!
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Using other effects to format objects
00:00Let's look at some other really cool Photoshop-like effects that you can apply
00:04to any object. I'm going to choose this graphic here and I'm going to go to the
00:08Effects panel and choose from the Effects dropdown menu Inner Shadow. Inner
00:13Shadow is just one of a host of really cool effects in InDesign including Outer
00:18Glow, Inner Glow, Bevel and Emboss, I'm not going to get through all of these,
00:22it will just be too much. But they are fun to explore, so go ahead and just
00:26play around in there. But Inner Shadow is one of my favorite effects, we can
00:29change the Blending Mode, but generally for a shadow you want to set to
00:34Multiply, both Drop Shadows and Inner Shadows, Multiply makes most sense
00:38because it looks like light burning into a background like a real shadow.
00:41You can set the Distance, how far away from the edge it should be and the Angle
00:46and the Size and so on. I'm just going to add a little bit of Noise and click
00:50OK. We can zoom in here and see the difference.
00:53By the way all of these effects look dramatically different depending on
00:57whether or not you have the display quality set to High Quality. So always go
01:02to View > Display Performance > High Quality because if it's set to Typical it
01:07looks kind of rough, but when it's set to High Quality you can actually see the
01:11pixels and what they are really going to look like. That's a much nicer effect.
01:15I'll pan up here and select this text frame and I'm going to apply a glow on
01:19the outside of this frame, so I'll come over here, choose Outer Glow and we can
01:24see it already just lights up because we have the Preview checkbox turned on.
01:28Let's say I don't want to just to be a white glow. Maybe I want to add some
01:31color to it. So I'm going to click on this little Color icon to the right side
01:35of the Blending Mode pop-up menu, that opens the Effect Color dialog box, and
01:39here I can choose any swatch that's already in my Swatches panel or I can
01:44dial-in my own CMYK value.
01:46For example, if I want something that's a little bit more yellow, just choose
01:49that, click OK, and now I'm getting sort of a yellowish tinge to this.
01:55So there is a lot of other controls that you can set in here I don't have time
01:58to get into that right now, but let me add some other stuff here. Maybe an
02:01Inner Glow. Inner Glow is interesting because it adds the glow on the inside of
02:06the object instead of the outside, but here it's already white on white so you
02:10can't see anything. I might change this to some other color, maybe blue. I'll
02:15try the cyan color.
02:16Now the blue color is not showing up, the cyan is not showing up at all because
02:20the Blending Mode is set to Screen, I'll set it to Multiply and we immediately
02:24get a radically different effect. Of course, this is far too large, let's set
02:28the Size smaller, I'm just pressing the Down Arrow key until I get the effect
02:33that I want. It's kind of a blurry effect right on the inside. So again, little
02:38noise and we have got a wacky, weird, cool effect there.
02:43Let's click OK and I'm going to zoom out here with my Power Zoom tool and I'm
02:47going to zoom right in on this Bliss graphic, and I want to apply a Bevel And
02:53Emboss to this red circle. This is inside of a group and I don't want to apply
02:58the Bevel And Emboss to everything, so I need to select the red circle with the
03:02Direct Selection tool, I just pressed A to get the Direct Selection tool, and
03:06then click once on that red circle. I'll apply the Bevel And Emboss to this,
03:11I'll pull this out of the Control panel, and say Bevel And Emboss on here,
03:16probably a little bit smaller than that, maybe 5 points large here. Lots of
03:21controls, and I don't want to get into all the details here. But this kind of
03:24makes it a three- dimensional button looking thing.
03:27I'll point out that there are a bunch of different kinds of Bevel And Emboss
03:30styles, the one that usually comes up and people usually use is Inner Bevel,
03:34but there is also Outer Bevel which kind of affects the area outside the object
03:39or Emboss which affects the both the outside and inside, and the one I really
03:44think is cool is Pillow Emboss which makes it look like an embossed thing, but
03:48almost pushed into the background. Let's go ahead and go with that one, that's pretty cool.
03:52I'll click OK and zoom out to let's say 100% and we can see that this is a nice
03:58three-dimensional effect here, we are getting some cool things on our page.
04:02Now I would like to use these elsewhere in my document, and there are various
04:07ways to copy these effects from one place to another, but let's say I want to
04:12copy this effect from this image onto another image.
04:16Well, when you have an object selected that has an effect applied to it, you
04:20see a little fx icon show up in the Effects panel here, and if I scroll down,
04:25let me just go all the way to my second page here and if I pull that fx icon
04:30and drag it right over on top of this other image, it applies that effect to this image.
04:37So now we have that Inner Shadow effect applied to this image as well. We could
04:42do that to other things as well. I'll drag that fx icon on top of this shape
04:46over here. And oh, my goodness, it applied it to the text. That does not look
04:50good at all, very unpleasant. I need to remove that Transparency effect, how am
04:55I going to do it? Well, I go over to the Effects panel and I could open up the
04:59Effects dialog box and all of that, but it's much faster to go to the Effects
05:03panel menu and simply choose Clear Effects or Clear All Transparency. Clear All
05:08Transparency will remove all the effects and also any Opacity or Blending Mode
05:13that was applied to that object. Completely non-transparent object now.
05:18I'm going to try that again. I'll select that object and pull the Effects icon
05:22over, but instead of dropping on top of the image, I'm going to drop it on top
05:26of the edge of that frame. There we go. Now I got it, the problem I had before
05:31was that I dropped it on top of this text frame instead of that background
05:35color frame, but that looks beautiful, I really like it.
05:40Obviously the options for cool effects are endless with these tools, and
05:44fortunately once you find an effect you like, you can copy it to other objects.
05:48We saw one way of copying that object, but even better way is creating an
05:53object style which we will look later in the chapter on Styles.
05:58In the meantime there is a third method for copying, formatting from one object
06:01to another or even from one part of text to another and that's the Eyedropper
06:06tool and that's what we are going to cover in the next movie.
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Using the Eyedropper tool
00:00When you are laying out a document you will often find yourself needing to copy
00:03formatting from one place in the document to another, perhaps paragraph
00:07formatting, character formatting even object formatting.
00:11Styles are one way to copy formatting, but another, sometimes faster way is to
00:15use the Eyedropper tool. The problem is that the Eyedropper is powerful but
00:20sometimes hard to predict and manage.
00:23The Eyedropper tool lives down here in the Tool panel, you can just press the
00:26letter I to get it quickly, but I just clicked on it, and when I'm using the
00:30Eyedropper tool I usually like to make sure nothing is selected on my page. So
00:35I press Command+Shift+A or Ctrl+Shift+ A on Windows to de-select everything.
00:40Just in case there is something selected because anything that is selected will
00:43change as soon as you click with the Eyedropper tool.
00:47Now with nothing selected on my page I'm going to click on this frame up here,
00:51I'll just click right on that kind of off-white area, and did you see
00:55Eyedropper cursor change from a white Eyedropper to a black Eyedropper? That
00:59means it sucked up the formatting from that image, from this frame. It actually
01:04grabbed all the Stroke, the Fill, the Transparency effects, all the object
01:08formatting and it got it ready for me to drop that formatting some place else.
01:13I'm going to come over here and drop it on this frame, but I don't want to drop
01:17it on the middle of the frame instead I want to click right on the edge. This
01:21is a strange subtlety about the Eyedropper which is really frustrating to me,
01:25but when you are dropping object formatting you typically want to drop it on
01:29the edge of the frame right on the path itself, not inside the frame.
01:34So I'll click here and you'll see that it applied all that same formatting to
01:38this frame. I'll come over here and click on that frame and it changed the
01:42formatting over here as well.
01:44Now that Eyedropper will stay full until I switch to a different tool, so I
01:48might as well apply it throughout the document if I can. Let's switch to the
01:51next page with Shift+Page Down and Shift +Page Down again. Here we go, here are
01:55some more image frames, some more graphics that don't have the Stroke applied
02:00to them or a Filler or anything yet, and I can apply all of that once again by
02:05clicking right on the edge with that Eyedropper tool. Click, click, click!
02:10So the Eyedropper tool is a really great way to apply a bunch of object
02:14formatting with one click.
02:16Now what formatting is it going to select? Well, you can choose that by
02:20double-clicking on the Eyedropper tool. I'll double-click on that and the
02:24Eyedropper Options up here. Here I can choose which Stroke settings I want the
02:29Eyedropper to suck up and apply. So I can choose some of those or all of them
02:34or none of them or whatever, same thing with the Fill Settings. You can see
02:37there is a lot of granularity here. Now I'm also seeing Text Formatting Options
02:42here, this would imply that I could use the Eyedropper on text as well as
02:46objects right, and in fact, that's true.
02:49I'm going to leave all of these settings chosen right now, and I'll just click
02:52OK, I'm going to go back to the page I was on with Shift+Page Up couple of
02:56times to back here because I noticed that I have got some text formatting here
03:00that I would really like to apply to these text frames. I noticed that I have
03:06some formatting here applied to this text that I would really like to apply to
03:09these paragraphs over here. Can I do that? Sure, no problem. Still with nothing
03:15selected on the page, I'm going to click on the text with the White Eyedropper
03:19tool, notice that it's white. By the way, if it was black, let's say I'll just
03:23click on that, and I wanted to reset it to White again, little trick, hold down
03:27the Option or the Alt key as long as that key is being held down it will be a
03:32White Eyedropper and let me sample something a new. So I'm going to click on
03:37that, it reloads that Eyedropper, and now I can actually drag on top of this text.
03:43I'm not sure if you can see this, but the cursor actually changes when it's on
03:46the top of text or on top of a text frame. The cursor looks like an Eyedropper
03:51with a little text i-beam at the end of it, and that indicates that I can drag
03:56over some text with the Eyedropper tool, and boom! With one click-and-drag
04:01there I applied it to both of these paragraphs. I'll do the same thing over here.
04:05Now these text frames were not even selected, there are no Type tools selected
04:09at all here, no text selected, I'm simply dragging on top of some text with
04:15that Eyedropper tool.
04:16I'm going to pick up this chocolate ganache. I don't know what that is,
04:19probably some kind of red fill color applied to that. Again I'll hold down the
04:23Option key to reload and I'll click on that and then I can just drag over some
04:28text. See how I'm dragging with that Eyedropper and it's actually one character
04:32at a time. When I let go that text gets colorized as well.
04:36Now I've made a big deal about making sure nothing is selected when you use the
04:40Eyedropper tool when you sample something, but sometimes it's actually useful
04:45to have something selected. Let me show you an example, I'll choose the Type
04:48tool and I'm going to select some text over here and I would like to apply that
04:54red color formatting to this text over here. Let's zoom into 200% here so we
04:59can see this a little bit better. I have got some text selected. I want to
05:02apply this to that text which is already selected. Well, you can do that with
05:06the Eyedropper tool as well, while that's selected I'll go over to the
05:10Eyedropper tool and simply click on this text, and as soon as we de-select, I
05:15don't know if you could see that, but it did change but it's highlighted so we
05:17can't see it. So I'll de-select Command +Shift+A, you can see that whatever I
05:21clicked on actually was applied to the selected text.
05:24Okay, so here's the deal with the Eyedropper tool and selected objects.
05:29If you know that you want to apply formatting to some particular text or an
05:33object, go ahead and select it, and then click with the Eyedropper. But in
05:38general I still think it's easier to just make sure nothing is selected with
05:41the Eyedropper tool and then apply it to the specific things that you want. You
05:45can do it either way really.
05:47The Eyedropper tool is great for the quick formatting pick-up from here to
05:50there, but honestly if you needed to apply a lot of formatting throughout a
05:54document, styles are the way to go. Object Styles, Paragraph Styles, Characters
05:59Styles, I'll be exploring all of these in a later chapter. But there is one
06:03other way to apply formatting quickly throughout your whole document, the
06:07ability to use the Find/Change dialog box to apply object formatting, and
06:12that's where we are going next.
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Finding and changing object formatting
00:00Now I'm working on designing or laying out a document, I don't want to be
00:04bothered by mind-numbing tasks. For example, can you imagine working on
00:09200-page document and then your client or your art director comes in and says,
00:13you know all of these kind of gray flowers that you have throughout the whole
00:17document? I would like you to change those to kind of a reddish color, can you
00:20do that? This kind of thing would make me scream. Fortunately I have the
00:25Find/Change dialog box, and InDesign can Find/Change not just text, but even
00:31object formatting. Let's see how it works.
00:34First, I need to find what color those things really are? I'm going to choose
00:37the Direct Select tool and I'll click on one of them. You see each of these
00:40things is a separate object in my InDesign document, so that would take forever
00:45to recolor. I'll come over to this Swatches panel and I can see that they are
00:48filled with this color, c62m67y74k79.
00:54Okay, so now that I know what color they are filled with I know what I should
00:57search for. I'll close that, go to the Edit menu and choose Find/Change or
01:03faster, just press Command+F or Ctrl+F on windows. That opens the Find/Change
01:08dialog box and we are not going to be finding text and I'm going to be covering
01:13GREP and Glyph in the InDesign CS4 Beyond the Basics title. What we are going
01:18to be searching for is Object Formatting.
01:20Now there are two sections here we need to pay attention to. What kind of
01:24object formatting do we want to search for? And what do we want to replace it with?
01:28You could click on this little tiny button on this side, but it's a lot easier
01:32just to click inside this big area here. Click anywhere in there and up comes
01:37the Find Object Format Options dialog box, that's a mouthful, and you can tell
01:42InDesign what you want to search for. There are a lot of different panes along
01:45the side here, do you want search for Stroke & Corner options or what kind of
01:50Story Options or what kind of Anchored Object Options, you can dial-in almost
01:54any kind of object formatting here. But our needs are very simple, we are just
01:58looking for a Fill, any object that has fill of that color, remember c62m67 and
02:05so on and so on, that's the color we are looking for.
02:08I'll click OK and you can see that it added it to this field. Find objects that
02:13have a fill of this color.
02:15Now what do we want to change it to? Click down here in that field and up comes
02:19another huge dialog box and we can dial in what we want it to change it to.
02:23Once again, lots of options, we could even change Transparency effects if we
02:27wanted to, we could start adding drop shadows or glows or whatever, but in this
02:31case the Art Director just wants a simple change, we are going to change it to
02:35red, let's just make them all red instead of black or that dark color. I'll
02:39select that, click OK and we can see that shows up down here as well.
02:45Now how much of this document do you want to search? Currently the Search
02:48pop-up menu is set to Selection. It says Selection because I inadvertently left
02:53something selected on my document page when I opened the Find/Change dialog
02:58box. But I can change this to don't just search this one object, I want to
03:02search the entire document, or I could even search multiple documents if I had
03:06more than one document open right now, I could search all open documents. But
03:10in this case I'm just going to search this one document, and InDesign also lets
03:15me choose what type of object should it search for, should it search for all
03:20different frames or just text frames or only graphic frames or unassigned frames?
03:25In this case I have no idea what kind of frames these things are so I'm just
03:29going to tell it to search for everything. There's a bunch of buttons down at
03:32the bottom here and that means include Lock Layer, so if you have something on
03:37a layer that's locked do you want it to include that or not, I'll say, sure, go ahead.
03:41What about Locked Stories? Well, this is searching for objects not text, so I'm
03:46not even sure why that's in there. What about Hidden Layers? Yeah, if it's on a
03:50hidden layer, go ahead and search for it. I'm going to be covering layers in
03:53more detail in a later chapter, but for right now I'm going to search for
03:57Locked Layers and Hidden Layers, and do I want to change Master Pages? No, I
04:01won't bother with that and what about Footnotes? No, I'm not dealing with
04:04footnotes, that's text too and we are just searching for objects.
04:08Alright, now I'll click Find and it's going to find the first one, move it out
04:12of the way until I can see what it found, oops, there it is, that object right
04:15on the page, that's the first one it found, I like it, let's go ahead and
04:19change it and find the next one. There is another one Change/Find. This is
04:24going to take a long time if I have to click Change and Find over-and-over
04:28again, so that's crazy. I'm just going to click on Change All. I'm confident
04:32that it's going to work. One second! It says 291 objects were found and 291
04:38replacements were made. I'll click OK that little button to close Find/Change
04:43and we can see our pane over here, we can see that all of those objects got
04:47changed in one click, that's incredible.
04:50Let's Before and After. Command+Z or Ctrl+Z on Window is Before, and then
04:56Ctrl+Shift+Z or Command+Shift+Z is After. Before and After, you see all of
05:01those objects are being changed to the new color.
05:04I'm going to open up the Find/Change dialog box one more time with a Command+F
05:09or Ctrl+F on Windows because I want to point out this little Trash Can icon
05:15here, this little button here, that means clear all of the specified
05:19attributes, clear everything from here. This is very important because if I'm
05:23later going to do another Find/Change I may get myself messed up if there is
05:27something in there. So it's always a good idea to clear this out when you are
05:30sure you are not going to be using it anymore. Just click on that Trash Can,
05:33it clears that, click Done and now you are ready for a new Find/Change or to do other work.
05:40I happened to know a bunch of the people on the InDesign engineering team and
05:44they all say the same thing. Their aim is to make mind-numbing painful tasks
05:48easy and automated. So you can focus on what you do best, making great looking
05:53pages. And this Find/Change feature is a great example of how they are succeeding.
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8. Managing Objects
Stacking objects
00:00Every object on your page is in a Stack. Furthermore technically minded among
00:04you this is also called the Object Z- order. For example, this object here has
00:09an X and Y coordinate which we can see in the Control panel, but it also has a
00:14Z coordinate, which describes which object is on top of which. Unfortunately,
00:18we can't see that Z number. In the next movie I'm going to talk about how the
00:23Layers panel helps you organize your objects, but for now let's just focus how
00:28objects stack up on the one layer that every document has.
00:32Layer one, first I'm going to pull this object apart a little bit just move
00:37things around, and we can see that this object this graphic is below the text,
00:42and also below this yellow frame, but it's above this green frame. If I move
00:47this text over here we can see that the text is behind that image as well. I
00:52like to think of each of these objects as a separate piece of paper that
00:55stacked one on top of the other. And I can rearrange the stacking order of
00:59those by selecting an object, going to the Object menu and choosing from the
01:04Arrange submenu.
01:05If I want to bring this all the way to the top of my stack, I choose Bring to
01:09Front. Now it's on top of everything. If I want to move it down one layer in my
01:14stack, I'll choose Object > Arrange > Send Backward. You can see that it moved
01:20behind this yellow box. Sometimes this stacking order is non-intuitive. For
01:24example, if I select this group of objects over here and choose Object >
01:28Arrange > Send Backward, it went backward, but behind what? We are not sure
01:34what. It doesn't necessary go behind whatever; it looks like it's going to go
01:38behind. This light green box, it went behind some objects, some other object on
01:43the page which was next down in the stacking order.
01:47Unfortunately, there is no way to see all the objects on a layer as a list like
01:51you can in Illustrator's Layer panel that would be really cool. InDesign does
01:56have a Layers panel though and it doesn't do everything that Illustrators does,
02:00it's very helpful when arranging your objects, so you don't get into a mess
02:03like this. That's what we are going to be looking at in the next movie.
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Using layers
00:00I know people who never work with more than one Layer in their InDesign
00:03document, and they manage all of their objects using Send to Back and Bring to
00:07Front. Now there's nothing wrong with that other than it will eventually drive
00:11you insane. Especially in a complicated layout like this, now, it's much better
00:16to create multiple layers in your document, and use them to organize your objects.
00:21Let's open this Layers panel. If you don't have a Layers panel on your screen,
00:24you can grab it from the Window menu. Window > Layers, there it is, and we can
00:29see that every document starts with one layer, Layer 1. But you can add your
00:33own layers and rename them and hide them, lock them and more. In this document,
00:38I'm going to create a bunch of layers and start putting objects on them.
00:42You can create a new layer by clicking on this New Layer button. The problem is
00:46is it just names it Layer 2 and then Layer 3 and so on. That's not very
00:51interesting, and it's certainly not descriptive. So I'm going to Undo that with
00:54a Command+Z or a Ctrl+Z on Windows, and instead I'm going on to hold down the
00:58Option key or the Alt key when I click on that button.
01:02When I do that, I actually see a dialog box. Remember the Option key or the Alt
01:06key always gives me a dialog box that lets me change something about it. In
01:11this case I'm going to change the name of this layer to let's say, Text because
01:16I want to have one layer for all my text. That would be really useful.
01:20I can also change things like the color of the layer and I'll talk about that
01:23color in just a minute. And there are a lot of checkboxes here about whether
01:27you should see the things on that layer or whether things on this layer should
01:31be able to be printed and so on. I'm going to leave these alone for right now,
01:35click OK and see that we have a Text layer in here now.
01:38Now, let's go ahead and add a few more layers, I'm Option or Alt-clicking on
01:42that button to create a new one. I'll call this one, Images. Now I'll hit
01:47Enter, let's do another one called Background, and I'll click Enter. By the way
01:52you don't have to use the button here, you could come up to the Layers panel
01:55menu and choose New Layer. But that's just a really slow way to do it.
01:59Let's do another one that says Background graphics, and I'll click OK. So I
02:05have a bunch of different layers here. They're not necessarily in the order
02:08that I'm going to want them in, but for now it looks pretty good. Let's start
02:12putting things on those layers. I'm going to select my text frames. I'm holding
02:17on the Shift key while selecting these various frames. There we go, I've got a
02:21few text frames here, 1, 2, 3, 4, 5 different text frames and I want to put all
02:26of those on my Text Layer. How do I get them there? It all has to do with this
02:30little blue box. This little blue square that shows up there and that tooltip
02:36even tells us that indicates selected items. In other words, the objects that
02:41are on the page are sort of stored in this little proxy. And if I drag that
02:46proxy up to the Text Layer, well then they all get put on the Text Layer.
02:51We can see that they are all on the Text Layer because now they all have red
02:55borders. The red borders indicate which layer they are on. It's a red layer
03:01color and therefore, all these objects are going to be highlighted in red. When
03:05I de-select them, we can still see red. Let's go ahead and get these images up here too.
03:11I've got one image on this page; I'm going to drag that up to the Images Layer,
03:15good. Let's say, this Background, I've got two Background frames that I know
03:19of, is big green thing and then it's kind of a wavy line thing in the
03:23background. I'm going to put both of those on my Background Layer and oh, look
03:27at that. Well, I moved it to a higher layer, so they move to a higher layer on
03:33my document page as well. In other words, it moved in front of everything that
03:38was on the Images, Text and Layer 1 layers.
03:41Well, that doesn't help me very much because I want those background objects to
03:45be down in the background. How do I reorder my layers, it's as simple as
03:49dragging. I'm going to drag that background layer down, down, down until I see
03:54the thick black line at the bottom of the Layer panel. There we go.
03:59Now the background is at the bottom and everything else is on top of it. Let's
04:03choose a few more things here. I'm going to put that logo in this background
04:07image and may be those flowers on the Background graphics Layer, and then
04:12that's too high up, I don't want that on top of all those things, so, I'll drag
04:15that layer down just in front of the Background Layer. But this looks pretty
04:20good. I've got a pretty good setup here. I've got some objects on Background,
04:24some on Background graphics, Text, Images and so on.
04:27I'm not sure if I have anything left on Layer 1 that are forgotten, so here is
04:31a cool little trick, hold down the Option or the Alt key when you click on a
04:35layer, and that will select any objects that are on that layer. It's a nice way
04:41to just say, select everything on this layer, Option or Alt, click on that
04:44layer. And I see that I do have something and I can tell because I've got a
04:48little blue box here. So I go and look, and there we go, it's that dark green
04:52box. That one should have been dropped down onto the Background Layer as well.
04:56There we go. Now that's on that Background Layer, if I Option-click on Layer 1,
05:01nothing happens at all, indicating that there are no more objects on Layer 1.
05:05So I can take that and just throw it away. I'm just dragging it on top of the
05:09little Trash Can icon there, or I could have simply just clicked on the Trash
05:13Can icon, either way it works.
05:14There are two other layers that I often add to my documents. One is a Guides
05:20layer, so I'm just going to call one Guides, click Okay, and another one is a
05:23Notes layer. I'll just call this Notes. And you can put those anywhere, I
05:28typically put them at the top, and I'll make my Notes layer non-printing. Here,
05:33I'll double-click on it to come back to Layer Options. That's a fast way to get
05:37back to Layer Options, just double- click on the layer and I'm going to turnoff
05:40the Print Layer checkbox.
05:42Now when I click OK, you'll notice that Notes is in Italic. That means that
05:47this layer will not print. When I print my document it won't show up, if I
05:51export a PDF, it won't show up. And that's useful for if I'm just leaving
05:55myself Notes. For example, I might come out here and drag a frame out here that
06:00says, "Hey! What is this thing?" And I'll make it a little bit bigger and so
06:05on. And that object, that is basically a note, it's a non-printing note. It
06:10only shows up on screen. So that's a thing to think about, I delete that for
06:14now because it's kind of ugly to look at.
06:16The Guides layer is helpful to put my guides on. You don't have to put your
06:19guides on a Guides layer, completely up to you. I find it useful for organizing
06:24my document. Whenever you want to put something on a particular layer, select
06:28the layer first and then add the object. So I click on the Guides layer to
06:32select it, and now I'll drag out some guides. I'm just going to drag out a
06:35bunch of guides here to give you an idea of what I'm talking about, let's do
06:39some vertical guides too.
06:41So I have a bunch of guides on my document but they are all showing up on the
06:46Guides layer. I can tell that because the selected guide, this one right here
06:51is represented by that little blue square. De-select that and the square goes
06:56away. I just clicked out here where there were no objects, so that square went away.
07:00So I now have a really well organized layered document, and one of the best
07:05parts about layered documents is that I can hide the layers that I'm not
07:09working on right now. For example, I don't need those Guides, so I can hide
07:13them by clicking on that little eyeball icon. Click on that and they just
07:17disappear. Anything on that layer will disappear.
07:20I don't need my notes right now and what if I don't want to see my images, I
07:24can simply click on that and the images go away. So I have a lot of control
07:28over what I'm and I'm not seeing. Really helps when you have complex documents
07:33to be able to turn off the layers that you don't need right now.
07:37Another option is to leave them on but lock them. That second column is about
07:42locking the layer, so I can click in this column and it will lock that Images
07:48layer, it's a little padlock icon there.
07:51Now anything on that layer I can't even select, I'm going to click on it. I'm
07:56going to keep clicking around it and I'm going to see that I cannot click on it
07:59at all. It's as though it weren't even there, even though I can see it. So
08:03locking a layer is really helpful when you want to work on anything behind it.
08:07Let's say I only want to work on some text frames where I can lock images,
08:13graphics and background, and now I'm sure to wherever I click it's going to be
08:17a text frame. I can't even accidentally move or change anything on any of the
08:23other layers.
08:24As you can see building and using layers isn't required, but it really helps
08:28you organize your documents.
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Nesting objects
00:00Okay, here's a wacky concept that you have to get into your head before you
00:03really become an InDesign expert. You know that text and graphics both go
00:08inside frames, right? But did you know that you can put any object into a
00:12frame? In fact, you can put a whole frame inside another frame. This concept is
00:17called Nesting, and it turns out to be crucially important.
00:21For example, I want to put this image inside this frame, this green frame here.
00:26So I'm going to select that object and I'm going to cut it to the Clipboard.
00:30I'll just choose Edit > Cut. Now it's on the Clipboard and I'll select the
00:34green box and I'll select Edit, not Paste but Paste Into. Paste Into means nest
00:42that object inside the selected object. And we can see that that image is
00:47inside this green frame now. Because the image that I cut was up here at the
00:52top of the page, when I pasted it into this, it centered it into that object.
00:57If that object had been overlapping the green box, then it would have actually
01:01placed it in exactly the same page location as it was originally. That's pretty
01:06cool. Let's see how that works.
01:08I'm going to get rid of that frame in here. I want to select it. How do I
01:11select inside of a Nest? Well, I need the Select Content button, up here in the
01:16Control panel there is a weird little icon that looks like kind of a flowchart
01:20with a Down Arrow on there. And if I click on that, it selects into an object,
01:25that's the Select Content button that's selecting the content of the nested
01:29object. I can also find that in the Object menu under the Select submenu.
01:34Select > Content or Select > Container, but I like using the buttons instead.
01:39If I click on that again, I actually choose the image inside the frame. The
01:44image is the content of the frame and that frame is the content of this big,
01:49green frame up here.
01:51Now I can move up the hierarchy as well by clicking on the Up Arrow up here,
01:55that's selecting the Container. I click once and it selects the image frame.
02:00Click again, and it selects the green frame out here. So this let's you move
02:05through your nested objects, really quite efficiently. I'm going to select that
02:09image frame again and I'm just going to delete it. I'll just press the Delete
02:12key, and it goes away.
02:14Now instead I'm going to nest this big word, this script word Bliss, I want to
02:19put that inside this green frame. So we'll do the same thing. I cut it to the
02:23Clipboard with a Command+X or Ctrl+X on Windows. I'll select to the green
02:28frame, and then I'll paste it in using Paste Into, or you can press
02:32Command+Option+V or Ctrl+Alt+V.
02:35This time it didn't center it, although it looks pretty centered. It actually
02:39did not center it in the green frame. It put it in exactly the same locations
02:43it was originally because it was overlapping the green frame. Even if it were
02:48just overlapping a little bit. That's all InDesign looks for, if it overlaps it
02:52will put it in the same location, if it didn't overlap it'll center it.
02:56Now in this case, this object is Bliss, script face is actually a group of
03:02objects. Whenever you group a bunch of objects together, they act as a single
03:06object. And I can see that by clicking on the Select Container and I can see
03:11it's the dashed line. That means it's a group. I'll be talking about groups and
03:14how to make them in a later movie, but for right now just trust me here, if you
03:19have a group of objects, they act as a single object that can be grouped inside
03:23of a frame. You cannot nest more than one individual objects into a frame
03:29unless they are grouped.
03:30So here I've selected the Group with the Select Content button and if I click
03:35again we see that one object inside the group just that final S is selected. I
03:41can now use the Select Previous and Select Next buttons up here to select each
03:46object one at a time. There is the L, there is the B. If I switch over to the
03:51Direct Selection tool, you can see the letters of that. And once again, those
03:55buttons move back and forth one object at a time, inside the group. Click on
04:00the Select Content button and it selects all the objects in the group. Select
04:04it again and I select the green frame.
04:07Now I could actually select this green frame with the Selection tool and cut it
04:12and nest it inside of another frame, and then I could cut that and nest it
04:16inside of another frame, and so on and so on. And you can see that nesting
04:20objects inside other objects can obviously get way out of hand. But that said,
04:26it is extremely helpful for a wide range of Layout Effects.
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Editing frame and path shapes
00:00InDesign has a wide variety of Drawing tools, including a fully featured Bezier
00:04Pen tool just like Illustrator, but none of that matters much to me because I
00:09can't draw. But I can make simple shapes like basic frames, like ellipses and
00:15rectangles, and then I can edit them to get the look I want. Let me show you
00:19how that's done.
00:20I'm going to edit this text frame on this side to have a rounded corner on this
00:26side, on the left side here. Let me zoom into 200% and I'll pan over to the top
00:31here and I want to add a point along the left edge of this text frame.
00:36How do you add a point, well, you use the Pen tool. So I'll choose the Pen tool
00:40from the Tool panel, and then I'll place it on top of the left edge of that
00:45frame and you may not be able to see, it's very small. There is a tiny, little
00:49plus sign. Whenever you put the Pen tool on top of an edge of a path or a
00:54frame, it says, "I'm going to add a point right here." I don't have to choose
00:58any other special add point tools or anything. I just place it on top of that
01:03frame, and then I can click. When I click, it adds a point there and I can even
01:08move that point over. I'm going to move it with the Selection tool, but I don't
01:13want to bother with going and getting the Selection tool from the Tool panel.
01:16I'm just going to hold down the Command key on the Mac or the Ctrl key on
01:21Windows, and that gives me the Selection tool temporarily.
01:24When I hover over that point, I can move it over to where I want to put it. Now
01:31when I let go over the Command or the Ctrl key, it goes back to being a Pen
01:34tool. That Command or Ctrl key shortcut is a really helpful technique for
01:39whenever you need the Selection tool. It always gives you a Selection tool, no
01:43matter what other tool you have selected.
01:45Okay, so I can see that I've put a point along the segment of this path, but
01:49it's a very sharp corner point. How do I turn it into a rounded corner point? A
01:55nice soft edge, a nice soft curve along here.
01:58Well, if I hold down the Option key or the Alt key on Windows, that Pen tool
02:04turns into a Convert Point Path. So I can actually click on that and while I'm
02:09holding on Option or Alt, I'll drag out my Bezier handles. So now I have a
02:15nice, smooth Bezier curve along that point instead.
02:19Here's one more way I could get a curve point along this straight edge. Instead
02:24of just clicking on it I could click- and-drag. And you see that it's adding a
02:29point and curving it at the same time. So now I've got a curve point here and a
02:35big curve over here and this is kind of ugly. I want to get rid of that point.
02:39How do I get rid of a point on a curve? I still have the Pen tool selected and
02:44I place it on top of one of those points. If I place the Pen tool on top of a
02:49point on a path then it gives me a little minus cursor. It's really a tiny
02:54little minus in the lower right corner of the cursor, and if I click with this
02:57cursor, it just removes that point entirely. That's how you remove a point from a path.
03:03Now I'm going to pan over here with my Option+spacebar or Alt+spacebar
03:08technique and show you a very different kind of path technique involving how
03:13you mix more than one Frame together. Let me show you what I mean. I'm going to
03:17grab this ellipse and I'm going to draw it on top of this frame up here. So I
03:22have two different frames. I've got an Ellipse frame and this Rectangular Image
03:27frame here. Now I'm going to select both of those with the Selection tool. One
03:31is selected and then I Shift-click on the other. I want to mix those together
03:35into one frame so that I get kind of a frame with a bump on the top.
03:40How can you do that? Well, I need the PathFinder features. And you can find the
03:44PathFinder features at the bottom of the Object menu. Way down here in the
03:48PathFinder's submenu. But to be honest, it's just way too far to go. I don't
03:53like going all the way down to that menu. So instead, I'd rather use a panel.
03:57I'm going to go to the Window menu, choose Object & Layout and then PathFinder.
04:02I like panels because I can dock them on the side of my screen here so I can
04:06get to them quickly or later when I need them. All those PathFinder operations
04:09that were in the menu show up here as little icons. This one lets me add two
04:15objects together to make a single object. But here's the trick, with most of
04:20these, whatever content is in the topmost object wins. Right now, that image is
04:27in the bottommost object, there are two objects, one empty one on top of a full
04:32one, the one with the image in it. I want that image to survive, so I need to
04:36put that one on top of the other. Unfortunately, they are on different layers.
04:41I have this one on my artwork layer and this one on my text layer. So I'm going
04:45to have to bring this down to my artwork layer, then select my image, then I'll
04:50use Object > Arrange > Bring to Front, and now that is sitting on top of the ellipse.
04:57Once, they are on the same layer and I have the stacking order just the way I
05:00want it, I can select both of those objects, open up PathFinder and choose Add.
05:07The Add PathFinder operation will add two or more objects to make one more
05:11complex object. This shape here would be very difficult for me to draw by hand.
05:16Let me show you one other PathFinder operation I use all the time. I'm going to
05:20draw another ellipse right in the middle of that one. I'm going to drop a hole
05:25right in this. I'm going to make this into almost a doughnut shape kind of
05:28thing. I'll select that one and this one and I'm going to use Subtract. And
05:33when I use Subtract, it takes that topmost one and it cuts right through the
05:38bottom. The Subtract PathFinder button is actually the only one in which the
05:43background image survives. So it ignores the content of the top one and it
05:49keeps the content of the back object.
05:51In this case I've put a hole in that background object so if I put that on top
05:56of another image, you can actually see right through it, you can actually see
06:00right through that image.
06:01There are a bunch of other PathFinder operations in here that I encourage you
06:05to play around with, and see how they work for you. But in general the Add and
06:10Subtract are the two ones that I use the most. I do want to talk about the
06:14Convert Shape feature because that can be very useful. For example, if I have a
06:18rectangular frame here and I wish it were in an ellipse. All I have to do is
06:23open the PathFinder panel here and click on the Ellipse button, and it converts
06:27that into an elliptical shape. Would I rather have a triangle perhaps, Just
06:32click on Triangle?
06:34So there are a lot of shapes in here that you can use to your benefit. Here's a
06:38rounded corner rectangle, where corners are rounded. I don't know why you would
06:42ever want to use this one with that inset corner, but there you go. It's nice
06:45that Adobe added that to the list.
06:48If I really need heavy-duty Illustration tools, I can always copy some object
06:52and paste it into Illustrator, edit it there and then copy and paste it back.
06:57But in most cases InDesign just gives me everything I need.
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Understanding corner options
00:00In our last movie, I discussed how to change the shape of objects on your page.
00:04Here is one more way to change a shape, but here we'll only be changing an
00:08object's corners. I'm going to zoom in on this object over here, and I want to
00:13change the corners from nice sharp corners to nice rounded corners. So I'll
00:18select the object, go to the Object menu and choose Corner Options. The Corner
00:24Options dialog box gives me several different effects including Fancy, Bevel,
00:29Inset. It's a good idea to leave the Preview check box turned on, so you can
00:33see what each of these things do, as you go.
00:36Let's try Fancy, hmm... that's a little bit too fancy. Bevel, nice sharp edges,
00:42but I want it rounded. How about Inset? Uh... I don't think so. Inverse
00:47Rounded, nah... that's just kind of, weird. How about rounded? Yep, there we go
00:52rounded corners on our nice sharp frame and I can change the Size of the
00:57rounded corner simply by increasing or decreasing the amount in the Size field.
01:03To be honest, I have never used any of these in a real project except for
01:07Rounded, but if you like them go for it, it's up to you. I'll click OK and we
01:11can see that this object has rounded corners. Now what's interesting about this
01:16is that the object itself still has sharp edges. I have not changed the points
01:22on this path. If I click on the Direct Selection tool, you can see that the
01:26point is still out here, there are no Bezier points here, just one out here.
01:31And if I drag this out, I get nice straight lines and then it goes into a curve
01:35and comes out again. This can be very handy when you need a soft curve and you
01:40can't draw it by hand, which I certainly can't draw Bezier curves very well, so
01:45I really love this corner point feature.
01:47Let's go and see another example down here. I'll switch to the Selection tool,
01:52click on my object, go to Object, Corner Options and change this to Rounded,
01:58click OK. Now in this case, it would be nice if I could get the Bezier curve.
02:03So I want to show you a secret trick for how to convert a Corner Options, kind
02:08of, curve to real true Bezier points. I'll open my PathFinder panel and I'll
02:14click on the Close Path button here. The Closed Path button or the Open Path
02:19button, either one works, but I'll click on Close Path and suddenly it looks
02:24the same until we switch to the Direct Selection tool.
02:27I'll press A on my keyboard to switch to the Direct Selection tool and now you
02:31can see that point out here is gone and it's been replaced with real Bezier
02:36points on the edges of this frame.
02:39This might be handy if I need to do some real fine tune tweaking; I don't know
02:43maybe I need to go in here and change this to some really strange shape, I
02:47don't know, it's up to you. It could be a useful technique to be able to
02:51convert the algorithmic rounded corners into true Bezier points, just wanted to
02:56point that out, that you can do that.
02:57Now I'm going to scroll down a little bit more and I'm going to show you one
03:00more Corner Points technique. I'll close my PathFinder panel and I'm going to
03:04draw a line, I'm going to use the Bezier Pen tool to draw a line from here,
03:09I'll just click once and then click again out here and then click it again down
03:14here and that just gives me a sharp cornered, kind of, L shaped line on my
03:19page. And I want to put an arrow head at the bottom here. So I'll go to the
03:22Stroke panel, go to the End, pop-up menu and choose Curved. So now I've got an
03:28arrow head at the end of a sharp corner, but what if I wanted to soften this a
03:32little bit, I didn't like the sharp feel of that.
03:35Well, the good news is that Corner Options does not only work on frames, it
03:40also works on any kind of path. In this case, if I open the Corner Options
03:45while this is selected, I can choose a Rounded Corner Option and it actually
03:50rounds the edge of my path, beautifully! So you can convert any kind of path
03:55into a rounded corner, even sharp lines like these arrows. These kinds of
04:01effects make it easy to create great looking layouts fast and even better to
04:05update or edit them later.
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Grouping and locking objects
00:00When you have two or more objects that need to stay together on your page,
00:04consider grouping them. For example, in this layout these two objects, the
00:09image and the caption next to it, really are a single group, and if one moves
00:14the other one should move as well. So I can select both of those with a
00:18Selection tool and then go to the Object menu and choose Group. I can see it's
00:23a group because a dashed line goes all the way around both objects.
00:27Groups have an unfortunate limitation and that is all the objects in a group
00:32have to be on the same Layer. If I look in the Layers panel, I can see that
00:36both of these objects have been moved to the text Layer, even though this is
00:40obviously not text. But some times you have to give up one form of
00:43organization, layers, for another grouping. Let's go ahead and select both of
00:48these, and I'll group those with the keyboard shortcut Command+J or Ctrl+J on
00:52Windows and the same thing with these over here.
00:55Now each of these groups are part of a larger unit on my page, so I'm going to
01:00select all three of those, holding down the Shift key and clicking on them and
01:03then group those three groups into yet another group. Now I've got one big
01:08group, which contains three smaller groups. If I try and move one object, they
01:13all move. That's how groups work.
01:16If I really wanted to move one object inside the group, let's zoom in here to
01:21100% so that we can see this a little bit better. If I wanted to move just this
01:24text frame, I would use the Direct Selection tool. I'll press A for the Direct
01:28Selection tool and then click on the object I want to move and then drag its
01:33center point. It's still part of a group, but I moved it independently with the
01:37Direct Selection tool.
01:38Now that this group is where I wanted on this page, I might want to lock it in
01:42position, so that it doesn't accidentally get moved. I'm going to switch back
01:46to the Selection tool by pressing V on the keyboard. Clicking on the group and
01:51then locking it in place by going to the Object menu and choosing Lock Position.
01:56Note that InDesign's locking doesn't work like Illustrator's, where objects
01:59become non-selectable. If I lock that I can still select the object; I simply
02:04can't move it. Every time I try, I get a little padlock icon, but I could still
02:09choose the Type tool, come in here, and delete some other text. It's locked in
02:14place, but is not truly locked.
02:17On other hand, the benefit of InDesign's way of locking things is that I can
02:20quickly unlock a single object instead of having to unlock all the objects on
02:24my page. If I really want to lock something down so that it doesn't move,
02:29doesn't change, I can't even select it then you should put it on a locked
02:33layer. If I come up here to the Layers panel and click on the locked icon next
02:38to the text layer, now everything on that layer is completely locked. I can't
02:42select it. I can't edit it. In fact if I come over with a Type tool and try and
02:46edit it, I get a cursor with a pencil, with an X through it; no editing this
02:52stuff, I can't even touch it at all.
02:53Now you don't have to lock or group objects, but these features sure make it
02:57easier to lay out your projects faster.
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Aligning and distributing
00:00Whenever you have two or more objects on your page, you need to think about the
00:03relationship of those objects. Stacking is one kind of relationship, that is,
00:08which object is in front of the other. Another kind of relationship is aligning
00:12or distributing objects on the page.
00:14For example, these three objects, these images need to be aligned along the
00:18left edge. There are several ways to align objects along the same edge, one is,
00:23to add a guide on the page and then snap the objects to that guide, we talked
00:27about that in an earlier movie.
00:29But a fast or more efficient method is often to use the Align panel. I'll go to
00:34the Window menu, go down to the Object & Layout submenu and choose Align. The
00:39icons in the Align panel are very obvious. Align along their right edge, align
00:44along their left edge and so on, but what moves and what doesn't move is not
00:48necessarily so obvious.
00:49For example, if I select this object, this object, and this object, and I align
00:55them along their left edges, which one will move and which won't? Well, the
00:59rule is, whichever one is the leftmost object will stay stationary, if you're
01:04aligning along their left edge, or if you're going to align along their right
01:08edge, then the rightmost object will stay stationary. So in this case I
01:12actually want to align all of these along the left edge of this text, so I have
01:17the text and images in alignment.
01:19So here's what I'm going to do. I'm going to de-select everything by clicking
01:22out here on the pasteboard or I could have pressed Command+Shift+A or
01:25Ctrl+Shift+A on Windows to de-select everything, and then I'm going to select
01:29the text frame and this image and I'll align both of those along their left
01:33edge because the text frame was further to the left, the image moved over to be
01:37flushed with that.
01:39Now, I can move this image over to the right a little bit so that the leftmost
01:43object is this image. Now I'll select all three of those images and I'll click
01:47on Align Left to make sure those are all flushed right against that text frame.
01:53Now let's do vertical alignment. I'm going to de-select everything,
01:56Command+Shift+A or Ctrl+Shift+A on Windows, and select this object and this
02:00object and I want to align both of those along their bottom edges. In this
02:04case, the bottommost object will stay stationary and the other one will move
02:08toward it. This looks great, but how do I know there is an equal amount of
02:12space between each of these objects. Well, as soon as you start talking about
02:16equal spacing, you're talking about distributing.
02:19So let's move away from the Align Objects section and look at Distribute
02:23Objects. There are two distribute sections, Distribute Objects and Distribute Spacing.
02:28Distribute Objects means distribute the space from one side of an object or of
02:34the center of an object to the side or center of the next object.
02:37To be honest, I don't find these that useful. What I usually use is Distribute
02:41Spacing, which means make sure there is an equal amount of space between each
02:45of these objects. In this case, if I select all three of those images and I'll
02:50de-select this text frame here with a Shift-click on that. Shift-clicking will
02:54either add or remove something from the selection. I can distribute the spacing
02:58just among those three by clicking on the Vertical Distribute Spacing button. I
03:02saw this moved just a little bit, and that way I know that there is exactly the
03:07same amount of space between each of those objects.
03:09Here's another use of the Distribute Spacing feature. I would like this red
03:14frame to be flushed right up against the edge of this brown frame. So I can
03:18select both of those, go down to Distribute Spacing and before I click on this
03:23button I'm going to turn on the Use Spacing checkbox. Use Spacing means use
03:29this spacing or put this amount of space between these objects. So if set this
03:33up to Use Spacing 0 and then I click on Vertical, it means make sure there is 0
03:39space between these objects, and that's the effect I was looking for.
03:43Here is a few more alignment and distribution tricks. I'd like to take this
03:47image here and center it inside of this brown frame. In this case, I want to
03:52make sure the image moves and the brown frame doesn't. So I'm going to select
03:56that brown frame, I'm going to go to the Object menu and lock its position.
04:01Whenever an object is locked, it will stay stationary and everything else will
04:04align to it. So I'll select both of those and align these horizontally and then
04:09vertically. Now I know that these are in perfect alignment in their centers.
04:13Also, I don't only have to align to other objects; I can align to the page
04:18itself. This pop-up menu here in the Align panel, let's me align to the
04:22Selection or align to the Margins on the page or even align to the whole Page
04:27or the Spread. So for example, I might select an object like this and say, I
04:32want it to align along the right side of this margin. I could just drag it over
04:36there, I suppose, but it's not as much fun as using the Align panel. Here I'm
04:40going to click on the Right Align and it aligns directly to the right edge,
04:45Uh-oh, I set it to Align to Page instead of Margin, I'll change this to Margins
04:49and now right align to the margin. So there you go. You have a lot of precision
04:54about where you put every object on your page.
04:57Now in InDesign CS4, there is a new feature for alignment called Smart Guides.
05:02Smart Guides are really exciting, because it means you can align things and
05:06distribute them without the Align panel at all just by dragging them around. So
05:11I'm going to put my Align panel off on this side here, so I don't see it right
05:15now. I'm going to select this text frame and I'm going to start dragging it
05:18around, and as I drag it around, you'll see a bunch of green lines appearing
05:23and disappearing as I move it. Now those green lines are Smart Guides. Let's
05:28zoom in and see if we can decipher them. I'm going to zoom into 200% with
05:33Command+2 or Ctrl+2 on Windows and as I drag this around, let's see if I'll
05:38drag it up a little bit higher, I'm going to see a green bar, go from the top
05:43of the moving object to the top of the image on the left. That green bar was a
05:49Smart Guide and that meant that this text frame was aligning with this object over here.
05:54Let's say I want to align at the bottom with the bottom over here. I'll simply
05:58start dragging until I see a green bar up here between those two objects. And
06:04that bar shows me that there is enough relationship that they are both aligned
06:07along their bottom. So that's very handy.
06:10Now what if I wanted to have the same amount of space between this text frame,
06:13and this text frame, and also between this text frame and this text frame,
06:17well, I'm going to start dragging up or down until I see little green arrows
06:22show up between. There we go. Do you see those little arrows over on the right?
06:26That means there is an equal amount of space between those text frames. This
06:31ability to do smart alignment with the Smart Guides is just incredible. On the
06:36other hand, it can sometimes be really overwhelming to have all of those lines
06:40flashing on and off. So usually I have it turned off. So how do you turn it on
06:45and off? We'll go to the View menu, go down to Grids & Guides and we'll see
06:49Smart Guides right here and their shortcut is Command+U or Ctrl+U on Windows.
06:55So I'll usually have this turned off, so I don't see those things flashing
06:58around as I move my objects, and then when I really want to align something,
07:02I'll press the keyboard shortcut, come over here and align it. Right now I'm
07:06aligning the center of the text frame to the center of the image, let go, and
07:11then I'll press the keyboard shortcut to turn the Smart Guides off again.
07:16I love InDesign because it gives me incredibly precise control over every
07:20object on my page, which is exactly what I need to build high-quality documents.
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Understanding text wrap
00:00How do you get text to run around something on your page? For example, how
00:04could I get this text to wrap around this circular shape? The trick is the Text
00:08Wrap panel. So I'll go up to the Window menu and choose Text Wrap.
00:13There are five different ways to shove text around with the Text Wrap panel.
00:17There are a bunch of other fine-tuning options, but first I need to point out
00:21something really important here. The object that causes text wrap can be above
00:26or below the text frame. For example, this graphic here is on a layer below the
00:31text, but it can still cause run around, and that's different than in
00:35QuarkXPress where the wrapping object has to be above the text.
00:39If for some weird reason you wanted to work more like QuarkXPress, you can do
00:43that. You just have to go to the Preferences dialog box or press Command+K or a
00:47Ctrl+K on Windows, and then jump over here to the Composition pane. And in the
00:52Composition pane in the Preferences dialog box, there is an option for Text
00:56Wrap Only Affects Text Beneath, which it might as well just say, "Make it work
01:01more like QuarkXPress." But in this case I don't want it to work like
01:04QuarkXPress, I'd like the power that I get in InDesign, so I'd leave that
01:08option turned off. I click OK and now let's take a look at each of these options.
01:14First, I'll select the object that I want to cause text wrap, the thing that I
01:18want the text to wrap around, and then I'll go up here and look at these
01:22buttons along the top of the Text Wrap panel. The first one, of course means,
01:26no text wrap at all, just make the text go right over it or right under it.
01:31The next one is wrap the text around the bounding box of the object. In this
01:36case, it's a circular object, but the bounding box is always rectangular. A
01:41bounding box is the smallest box that could fit around an object, so it's
01:46always going to be rectangular. Now the nice thing about that is that you can
01:50control the text wrap on all four sides of that rectangle. For example, we
01:55could come up here and say, I want there to be, let's say, 5 millimeters above
01:59the object, and on the right, let's put, may be 10 millimeters. Notice that
02:05it's converting it to inches, because that's the current measurement system,
02:08but I typed in millimeters.
02:10You can see the text wrap over here, this lighter, sort of magenta red line
02:16around the object, that's where the text wrap is going, not the object itself,
02:21which is over here to the left. In this case I want a circular wrap around this
02:25object. It is after all a circle. So I'm going to go for the third option,
02:30which allows for a non-rectangular wrap. In this case I can control the text
02:35wrap distance, that is how far the text should stay away from the object, but I
02:40could only control it with one field. Right now, it's set to quarter-inch. If I
02:44press the Up Arrow key, I can make it go farther out, or if I press the Down
02:48Arrow key, I can make it go closer at it, or I could specify an exact amount,
02:52of course, just by typing it in there.
02:55Quarter-inch looks about right to me, but let's take a look at these other two
02:58buttons in the Text Wrap panel, because just in case you need those sometime.
03:02The fourth button is jump past the object, that is the text will go above the
03:08object and it'll go below the object, but it will not go to the left or right
03:12of the object. It jumps past it; it just skips right over it.
03:16The last button here is skip over to the next column, that is the text will go
03:20above it, but as soon as it hits the text wrap, it jumps over the next column
03:25or the next page, in this case. Those definitely have their place in some
03:28documents, but in this case, I'm just going to go back to my nice rounded text
03:33wrap. I like that.
03:34Let's go ahead and apply that same thing to this image over here. Move your
03:38Text Wrap panel over a little bit, and I'll apply the same text wrap to this one.
03:44Now in this case, it's kind of interesting. I'll click out here to de-select
03:48this so we can see this better. This is a single column text frame and the text
03:54up here is covering the entire width of the frame. Over here, the text goes up
03:59to the image and then skips right past it and continues on the other side. So
04:03we're getting text wrap over the image.
04:06In some designs that might be pleasant, but I actually find it very distracting
04:10and difficult to read, designs like that. I would rather the text just go on
04:14one side or the other of this image, especially when I have something like
04:18this. If this image is pushed over to the left, we have just a little bit of
04:21text over here and a lot of text over there. That's just really annoying to look at.
04:25Fortunately, we can change that behavior with the Wrap To pop-up menu.
04:30Right now, it's set to Both Right & Left Sides which is the default behavior,
04:34but I can change this to just going around the right side or the left side or
04:40the side toward the spine or away from the spine, that's often helpful if the
04:44page may be moving from left to right or the largest area. Largest Area is nice
04:50because if the object moves, the text will move as well. Right now there is
04:54more space on the right side and so the text will fit over here. But if I move
04:59this object to the right, now there is more space on the left side. So the text
05:02flows around that side.
05:04I'm going to bring this image down to sit on top of the text. And I'd like the
05:08text to wrap around that image there. I'm going to use the third button here,
05:14the third button to wrap around it, but notice that this is a rectangular frame
05:18even though it has a non-rectangular image inside of it. So how do I tell
05:23InDesign to wrap around this image, not the frame? The trick is the Contour
05:29Options, Type pop-up menu. Right now it's set to Same as Clipping, and there is
05:35no clipping path on here, it's just a rectangular frame, and so it's wrapping
05:39around it in a rectangular fashion. But if I change this to Alpha Channel, I
05:44get a different effect.
05:45Alpha Channel means the transparency of this image. This image has a
05:50transparent background and we can use that transparent background to control
05:54the text wrap. I'm getting the text wrapping on the right side, which is just
05:58really horrible, so I'm going to change this to Largest Area. Here we go.
06:01So now it'll only wrap around the left side in that nice shape, so that looks
06:06pretty good. The Alpha Channel Transparency is useful if there is transparency
06:11built into the image itself. If there is no Alpha Transparency in the image,
06:16you might need to use Detect Edges. Detect Edges is a way for InDesign to go in
06:21there and look for a white space around an image and it'll say, well, they
06:26probably meant it to wrap in this shape. So it's a little clunky, but it can
06:30work if you have a nice white background, but in this case Alpha Channel works
06:34just terrific.
06:35OK, one more thing about Text Wrap which you absolutely need to know and that
06:39is, what happens if you have some text that you want to wrap, like this text
06:43over here, but some text that you don't want to wrap.
06:45For example, I'm going to grab this text frame and I'm going to drop it on top
06:49of these candies. Well, I should be able to see it, after all it is on a layer
06:53above that image, but I can't, Why? Let's zoom in on it, 200% with a Command+2
06:59or Ctrl+2 on Windows.
07:01There it is, there is the clue. It has a red plus sign in the lower right
07:05corner that out-poured and that means there is over-set text. The text in this
07:10text frame is being forced right out of the frame by the Text Wrap applied to
07:14this image. So in this case, we want to disable Text Wrap, but only for this
07:20one text frame. We still want Text Wrap to be out here. How do we do that? I'll
07:24choose the text frame, go to Object > Text Frame Options, or press Command+B or
07:30Ctrl+B on Windows, and inside the Text Frame Options dialog box there is a
07:35checkbox, the secret checkbox. Ignore Text Wrap, and when that's turned on,
07:41this text inside this text frame will not be pushed out, it won't get pushed
07:46out of the way, it will ignore all the Text Wrap from any object it happens to be near.
07:50The features in the Text Wrap panel are great, but sometimes you just need to
07:54get in and tweak your Text Wrap a little here, a little there and I'll explain
07:59how to do that in the next movie.
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Editing text wrap
00:00In the last movie we looked at how to force text around any object, but what if
00:05you want to go in and make edits to that text wrap? No problem, you just need
00:09to use the Direct Selection tool; let me show you how it works. I'm going to
00:12zoom in on this image and I'm going to select it. Unfortunately, it's behind
00:17this big text frame here, so I need to click through that text frame with a
00:21Command-click with the Selection tool, Command-click or Ctrl-click on Windows
00:25selects through an object.
00:27Now I need to select the image inside that frame, so I'll click on the Select
00:31Content button. That selects the content inside the frame, which is, of course,
00:36the image and I'll switch over to the Direct Selection tool. All of a sudden,
00:41all those points laid out along the text wrap. That means I can edit them. For
00:45example, I might want to choose this point along here and just pull it in
00:49little bit and that let's the text free flow slightly differently.
00:53If you have too many points along the text wrap you can edit them, you can
00:56remove them, or you could actually add more if you want to as well by switching
01:00to the Pen tool. The keyboard shortcut for that is P for Pen. Now if I hover on
01:07top of a point I get the little Minus cursor which means it is going to erase a
01:11point on there or if I hover over a segment where there is no point I can click
01:16and drag and actually add a point to the text wrap.
01:20Now I'll go back to the Direct Selection tool by pressing A and then all move
01:25this into position. Obviously, tweaking text wrap shapes can be powerful, but
01:29it often takes so long that it should only be undertaken by the most patient among us.
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Using anchored objects
00:00On this page, I have three text frames that are threaded together and I have
00:04three independent images. These images could be placed anywhere on the page and
00:09they have got some text wrap on them. But the problem is, if I place it here
00:13and then I add some text up here that image will not move down the column. What
00:19do I do if I want an image to move with the text?
00:23Well, in order to do that I need to turn it into an inline or an Anchored
00:27Object. To do that I select it with the Selection tool, go to the Edit menu and
00:32choose Cut. It cuts it to the clipboard and now I can paste it in as an inline
00:38object using the Type tool. I'll click right here, after the word Below and
00:43then I'll go to Edit and choose Paste.
00:46When you paste an object in with the Type tool, it becomes an Inline Object.
00:52That is, if I start typing here above it, you'll see that it moves down the
00:56column. Well that's kind of cool, but it's also overlapping a bunch of text and
01:01that's not so good. So let me select the Selection tool and I'm going to select
01:06it and drag it down. Inline Objects can only be moved up or down within their
01:11column. So I'm going to select it and drag it down until it's not overlapping
01:16any of the text above it.
01:19Now if I switch back to the Type tool by double clicking, I can delete that
01:23text that I had typed in there, and you will see that the image is floating
01:27along with the text. So that's pretty cool, but inline objects have
01:32limitations; for example, like I said, they can only move up or down I can't
01:36move them left or right, especially not outside of the text column. If you want
01:40to have more flexibility then you can convert this object into an Anchored
01:44Object. To do that select with the Selection tool, go to the Object menu, and
01:50choose from the Anchored Object submenu Options. Right now, we see the position
01:55is set to inline or above line.
01:58I'm going to change this to Custom. Custom means it turns from an Inline Object
02:03into an Anchored Object, and there are a lot of controls for how you can move
02:08anchored objects and where they can go on the page and so on, but I'm going to
02:11skip all the way past that right now, and just click OK. Two things happen when
02:16I do this, the image jumps right out of the text frame, and it lets me start to
02:22move it. I can simply click and drag this and I can put it anywhere I want on
02:27my page. I could put it over here in this column, I could move it to the bottom
02:31of this column if I want to, I could put it right in the middle of that list if
02:34I want to, and the text continues to flow around it, because I have text wrap
02:39on this object; but still, it's anchored. Where it is anchored?
02:44It's anchored in the same position right after that word Below; in fact, I can
02:48see that if I go the View menu and turn on Show Text Threads. You can see this
02:54dashed line here going from where it's anchored to the object itself, if I come
02:59up here and add some text after this paragraph, you can see it continues to
03:04float along with the text, very handy. Let's go ahead and delete that, and it
03:09floats back up.
03:11Now there is one more thing I need to tell you about Anchored Objects and it
03:14has to do with text wrap. Right now, this image is causing text wrap, so the
03:19text will not flow below it, but if I drag it and bring it up to this
03:24paragraph, it does not cause text wrap. I do not know if you can see that, but
03:27the text is actually floating right underneath it. I'm missing some text, and
03:32that's a disaster, what's going on? Well, anchored objects will only cause text
03:38wrap after the position that they are anchored in, after the line in which they
03:42are anchored.
03:43So if I drag it down, it causes text wrap. No problem, but if I move it up
03:48beyond this position that it is anchored, it stops causing text wrap. It won't
03:52cause any text wrap up here. Put it over in this column, no problem; that text
03:57is after the position, put it up here and it causes no text wrap at all, just
04:02something to be aware of.
04:04Obviously, I'm skipping over a lot of them more advanced Anchored Object
04:07features, but I'm covering those in the InDesign CS4 Beyond the Basics title.
04:12For now the important thing, is to see that you can set up relationships
04:16between text and objects quite easily and quickly when you use these inline and
04:20anchored objects.
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9. Transforming Objects
Duplicating objects
00:00In the old days when we needed a copy of something on our page we use to drive
00:05downtown and buy a Photostat. Remember that? Fortunately it's a little easier
00:10now. There are about 30 different ways to duplicate items on your InDesign
00:14page. I'm not going to cover all of them. I'm just going to do a few that are
00:18the most important ones. The ones you are going to use the most often. The
00:22first method is to hold down the Option or the Alt key and drag an item.
00:27Whenever you Option or Alt drag an item, it duplicates it. What if I want the
00:32item to be constrained along the horizontal or vertical axis of the page, no
00:37problem. Add the Shift key, Option+Shift or Alt+Shift on Windows and drag,
00:42and it constrains it horizontally or vertically depending on which way you are dragging.
00:47Here's another method, under the Edit menu I can choose Duplicate. Duplicate
00:52will copy an object using the same horizontal or vertical offsets that I last
00:57used to duplicate an object. In that case it copied at the same distance as
01:02from this one to this one. That's pretty handy. I'm going to delete all three
01:06of those duplicates by selecting them and pressing the Delete key and I'm going
01:10to duplicate this one more time using a different technique called Step and
01:14Repeat. Step and Repeat gives me a lot of precision over how many copies I want
01:20and what their horizontal and vertical offset should be? For example, I know
01:24that I want this exactly 19p7 across from 1 to the next to the next, and I want
01:30two copies of it. I can turn on the Preview checkbox and see what it's going to
01:34look like even before I click OK. That looks right, so I'll click OK and I'm good to go.
01:40Now let's say I want one of these objects on another page, I can copy it, go to
01:45the next page, I'll press Shift+Page Down and then Shift+Page Down again to go
01:49to page 5, and then I can paste it. But when you paste, it always ends up in
01:54the middle of your screen. In this case the middle of the screen also happens
01:58to be the middle of the page, so it's the middle of the page. That's not where
02:02I wanted it. So I'll delete it and try again, but instead of choosing Paste I'm
02:06going to choose Paste in Place. The object ends up in exactly the same position
02:11as it was in the original page, the same page geometry, the same X/Y
02:15coordinates on the page.
02:17Actually I should be a little bit more specific when I say that, is the same
02:21X/Y coordinates on the spread, not the page. For example, if I come over to
02:26this page and try Paste in Place, it doesn't show up at all, why? Because it
02:32actually pasted it on top of that one over here, because it used the same X/Y
02:36coordinates as the original page .It started out on a right-hand page and now
02:41it was pasted on the right-hand page. You see I've got two objects there
02:45instead of just the one. I'll go ahead and delete that one. I don't need that.
02:49Now coming back here I want to show you one more technique that I find very
02:53useful for duplicating objects and that is to use the Control panel. I'll
02:59select this object, come up to the first field of the Control panel, the X
03:03coordinate here and I'm going to move this over 19p7. In order to do that I
03:10need to do math in this field, fortunately, InDesign can do math in any field
03:14where there is a number. So I can type + 19p7, and it will move it over exactly
03:2119p7, I love this ability to do math in the fields, I could do addition,
03:26subtraction, multiplication, division all those cool things, but in this case
03:30I'm just going to move it over 19p7, but I don't want to move it, I want to
03:34duplicate it. Because for example if I just hit Enter right now it will move it
03:38over that amount, that's not what I want, let me undo that, Command+Z or Ctrl+Z
03:42on Windows. Come back here and type + 19p7 again, this time I want to duplicate it.
03:48Well, remember that first trick where I showed you that you could Option or Alt
03:52drag the image to duplicate it, Option or Alt means Duplicate, just keep that
03:57in your mind. So here I'm in the Control panel and I have typed out that little
04:02math equation, but if I hold down Option or Alt on Windows, and then press
04:07Return or Enter, it applies it and duplicates it. I can do it again by coming
04:13up here and saying +19p7 and then Option or Alt, Return or Enter and it
04:19duplicates it one more time. Knowing more than one way to perform this same
04:23task in InDesign is helpful not just because you can impress your friends, but
04:27because the more ways you know how to do something the more likely you are to
04:32use the most efficient technique in any given situation, that's especially
04:36helpful when you are under deadline.
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Rotating objects
00:00I want to rotate this date, this 2009, 90 degrees on my page, how do I do that?
00:07Well, the first thing I need to do is select it. Done that, now I need to set
00:11the point of rotation, do I want it to rotate around its center or one of the
00:15corner points or something like that, and I can control that up here in the
00:19Control panel.
00:21The Reference point icon in the left side of the Control panel lets me set the
00:25center point of all my transformations. Right now it's set to the lower left
00:29corner, but if I wanted to rotate around its center I would click the center point.
00:34Now I can go over here to the Control panel buttons that let me rotate 90
00:39degrees clockwise or counterclockwise. I'll choose that second button and it
00:44rotates 90 degrees.
00:47Notice that right next to that there is a P that turns on its side, that's just
00:52an indicator that the selected object is rotated. Also notice that this field
00:57has turned to 90 degrees. This is the rotation field from the Control panel and
01:01I can choose any rotation I want. -45 degrees, is that angle, or 45 degrees is
01:08that angle, or I could simply replace this with my own rotation, like I want
01:1323.5 degrees, great, I can just type it in there.
01:17Another way to rotate objects is with the Rotate tool, that's this tool here in
01:23a Tool panel. You can simply press the letter R to get the Rotate tool. The
01:28Rotate tool lets me choose any point of transformation. For example, I'm going
01:32to rotate this logo. First I need to select it with the Selection tool,
01:36remember you can always get the Selection tool temporarily by holding down the
01:39Command key or the Ctrl key on Windows. Then I'll click on that group of
01:44objects and that selects it. Let go over the Command or the Ctrl key and I'm
01:48back to the Rotation tool.
01:50Now if you look closely you will see a little crosshairs right in the middle
01:53indicating that the point of transformation is the middle point. I can change
01:58that by clicking on the Reference point in the Control panel, or even cooler I
02:03can click anywhere I want with the Rotate tool. For example, I'm going to click
02:07right on the O in that number 5, right in the middle there. Now any rotation I
02:13make will rotate around that letter. To rotate I simply click-and-drag. Notice
02:21that as I'm dragging the rest of the page might look a little strange that's
02:25InDesign's way of speeding itself up by turning off Transparency temporarily.
02:31Also notice that as I rotate the cursor shows me the angle of the rotation,
02:35that's a new feature in CS4. If I want to right to 30 degrees I simply drag
02:40until it says 30 degrees and let go.
02:43One more method for rotating objects is the Free Transform tool. It's located
02:48right here in the Tool panel or you can press the letter E to get it, and
02:52honestly, this is my favorite way of transforming an object, rotating it or
02:56moving it or scaling it, we will be talking about those in later movies, but
03:00the Free Transform tool let's you do it all not just one of them, so I like that.
03:04Let's say I want to rotate these boxes. I'll Command-click on it to select it,
03:09and now the Free Transform tool lets me rotate by dragging anywhere outside the
03:14boundaries, simply move the cursor outside the boundaries and start dragging.
03:18Once again you see the display speed up by turning off the Transparency and as
03:23soon as I let go the display comes back.
03:26Click again and drag and the cursor is showing me what angle I'm currently at,
03:31let go and I'm done
03:34Now that we know how to rotate objects the obvious question is how to scale
03:39them larger or smaller? And that's what we will cover in the next movie.
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Scaling objects
00:00It's a golden law of page layout: nothing ever seems to be the size you
00:04needed to be on your page. Fortunately, there are a number of ways to scale
00:08graphics, texts and other page items in InDesign. Let's look at a few of them.
00:13The first is the Scale tool. You could simply press the S key on your keyboard
00:17or choose it here in the Tool panel. I'm going to scroll up here, pan up here
00:23so I can see this object, and with the Scale tool selected, I can click on that
00:27object that I want to scale.
00:29Now, I need to tell InDesign what the point of scaling is going to be. I can
00:34change that up here in the Control panel, right now it's set to the upper-left
00:38corner, but if I want to scale from the center, I could click there. In this
00:42case I want to click in the upper right corner or alternately, I can just click
00:47once anywhere I want in that image and it sets a little cross-hair icon there,
00:52and that means scale from that point. In other words, that point will stay
00:56stationary and everything else will scale around it.
00:58Now, to scale, I simply click and drag. But if I drag down here, it scales it
01:04disproportionately. That's not very attractive. Let me Undo that, Command+Z or
01:08Control+Z on Windows. So instead, I'm going to hold down the Shift key when I
01:13drag, and Shift+Dragging will scale it proportionally, height and width
01:17proportional. When it gets to be the way I want, I let go over the Mouse button
01:21and it is scaled.
01:23Let's look at some other ways to scale objects on the page. I'll use the
01:27Selection tool and drag this logo over here. It's a group of objects and I can
01:31scale all of them at the same time. The first way I'm going to do that is to
01:35scale it with the Scaling fields in the Control panel. I'll set this to let's
01:40say 85%, and when I press Enter, couple of things happen. First of all, it
01:45scales based on the point of scaling which again is the upper-right corner
01:49right now. Second thing we notice is that it reverts back to 100%. I'll be
01:54talking about that behavior in just a minute, but I just wanted to point out
01:57that it is changing back to 100%.
01:59Also note that the height and width stay proportional because of this little
02:03Chain icon. If I wanted to scale it disproportionately, I could click on that
02:07to break the link between these two fields, but I usually like leaving that
02:11turned on because I don't like things to get out of proportion.
02:15I can also scale this object by holding on the Shift key while I drag it. Note
02:19that this scales because there is no actual text in here or graphics. These are
02:23simply outlines. So all I have to do is hold down Shift to keep it in
02:27proportion, height-width proportionate and drag, and I'll move it into place.
02:32In this case, it's a text frame and I want to make it larger. So if I simply
02:37drag a corner and make it larger with or without the Shift key, it doesn't
02:41really work. It makes the frame bigger, but doesn't scale it any bigger. So I'm
02:46going to Undo that, Command+Z, Ctrl+Z on Windows. And this time, if I want to
02:50scale the frame and the contents whether those contents be text or graphics, to
02:56scale the frame and its contents, you have to hold down the Command key or the
02:59Ctrl key on Windows.
03:01So Command or Ctrl+Drag will scale it, but once again it scales it
03:07disproportionately. Remember, the keyboard shortcut for making it proportional,
03:11that's right, the Shift key.
03:12So I'll Undo that yet again, and I'm going to hold down Command and Shift, and
03:18if I do a Command and Shift and Drag, then it scales it proportionally. It
03:24scales the frame and all the contents. That's a little bit too big. I'm going
03:28to Command+Shift-click, and I'm going to hold on just for a moment before I
03:32move my Mouse Cursor. I'm holding on the Mouse just for about one second, and
03:35now when I start dragging, I can actually see its scale. I don't just get a
03:40blue line around it. I can actually see its scale, and that's helpful for
03:43identifying exactly how big it should be.
03:46Note that behind that object, some of the page looks a little bit odd. That's
03:49just InDesign's way of speeding up the calculations it takes to display stuff
03:53on screen. It kind of turns off some of the transparency effects temporarily
03:57while I'm dragging that way. As soon as I let go over the Mouse Button,
04:01everything kicks back in.
04:02Alright, I want to scale this graphic next. I want to crop it a little bit
04:06first. Note that if I drag these corner points, it crops it. It doesn't scale
04:11anything. It simply resizes the frame around the image.
04:14Now, I would like to scale it, and I could scale it using that
04:18Command+Shift+Drag or Ctrl+Shift+Drag. But in this case, I want to scale it
04:22with keyboard shortcuts. The keyboard shortcuts for scaling are kind of broken
04:27in InDesign CS3, but in CS4, they have fixed them again and it's really quite
04:32useful if you would like working interactively like that.
04:34The keyboard shortcuts for scaling on a Mac are Command+Comma or
04:39Command+Period. On Windows, you just use the Ctrl key instead, Ctrl+Comma or
04:44Ctrl+Period, and that will scale by one percentage at a time.
04:49So Command+Comma will scale down one percentage at a time. It's getting a
04:52little bit smaller each time I press that keyboard shortcut, or I can add the
04:57Option or Alt key to do it in 5% increments. So Command+Option+Comma or
05:02Ctrl+Alt+Comma will scale in larger increments, 5% increments. To scale larger,
05:08you use the Period (.) key instead. So Command+Option+Period or Ctrl+Alt+Period
05:13scales up in 5% increments.
05:16So this is nice and is very useful for scaling interactively if you kind of
05:20like to do it visually. Notice that it was scaling based on the upper-right
05:24corner again because in the Control panel, the upper-right corner was selected.
05:29So that point is what stayed still while everything scaled around it.
05:33One last feature I need to show you for scaling is the Free Transform tool. I
05:38showed that in the last couple of movies, but I love it. So I'm going to keep
05:40showing it again and again. Press the E key to get the Free Transform tool and
05:45then any object that I have selected, will transform. In this case, I can
05:49rotate. We saw already, I can rotate by clicking outside the object. I can
05:54Scale it however by clicking on one of the side or corner handles. Just click
06:00and drag and it rotates. In this case disproportionately, so I'll Undo that,
06:04and I'll hold down the what? That's right, the Shift key. Shift+Drag with the
06:09Free Transform tool will scale it proportionately.
06:11Now, earlier on I pointed out that the percentage values in the Control panel
06:17always seem to revert back to 100%. You don't have to do it that way though.
06:21InDesign gives you a preference. Let's go take a look at that. I'll go to the
06:26Preferences dialog box, under the InDesign menu on the Mac or under the Edit
06:29menu on Windows, and I'm just going to go to General Preferences. Inside
06:35General Preferences, there is this feature called When Scaling, what do you
06:39want to do? Do you want to apply to content or adjust scaling percentage?
06:43I find this terminology kind of confusing. So let me see if I can explain it
06:47better. Apply to Content; means do it the way we have been seeing it, always
06:51revert back to 100%. Apply to the Content and then the content immediately
06:56becomes its own 100% size again. But Adjust Scaling Percentage means, remember
07:01how I've scaled something. Let's choose that and click OK and see how it works.
07:06If I scale this image, I still have the Free Transform tool selected. So I'm
07:10simply going to Shift and Drag that larger.
07:13Now, look what happens to Control panel, it remembered the scaling. It went up
07:17to 142% and it stayed there it didn't revert to 100%. If I make it small, I can
07:24make it way tiny down here. It remembers it used to be 100%, now it's only 29%.
07:30So that Preference lets you remember the scaling and that can be very useful.
07:35On the other hand, it can be a real pain.
07:38Let me show you what I mean. I'm going to select this text frame, and if I
07:43scale this now, I'll scale it a little bit bigger. When I scale this, it looks
07:47good until I choose the text. If I select the text with the Type tool, because
07:53now, look at the Type size up here, it says 17 points and then in parenthesis
07:5821.76. What does that mean? That means the text is actually 17 points large,
08:05but it appears as what it were 21 points large.
08:09So I see this whole parenthesis thing, and this really confuses a lot of
08:13InDesign users. This is just mind- boggling why do I get this parenthesis? Well,
08:18the parenthesis come from this preference, when you have that preference turned
08:21on and you scale a text frame, you are always going to get both original and
08:26appearance of size up there in the Control panel.
08:29Now, if you don't like that, and if you want to set it back down to 100% size
08:34again, you can do that for one object at a time or actually I can do this for
08:38multiple objects. I'll select both of those. And in the Control panel fly-out
08:42menu, choose Redefine Scaling as 100 %. That means the size it is right now
08:49should be the 100% size. It's like reset everything, remember it the way it is
08:54right now, and this is now 100 %. You see it says 100% up here.
08:58So even if I choose that text with the Type tool, you can see I don't get a
09:03before and after kind of view, I get just the type size that it is. But, if I
09:08later scale that one more time, well, I'm going to get those parenthesis again.
09:12So it's an option.
09:14I have to tell you I personally, do not like leaving this Preference set to
09:18Adjust Scaling Percentage. I like it the way it works by default, Apply to
09:22Content. But it's completely up to you, you need to figure out what works for
09:25your work-flow. Click OK and by the way, I do want to point out how can I tell
09:31what scale is applied to that graphic. No matter what your Preference is set
09:36to, I can always tell the scaling for a graphic by clicking on it with the
09:41Direct Selection tool. I'll click on that graphic and we can see that, that
09:45graphic, that image is set to 22%. Choose the image with the Direct Select
09:49tool, and it will always tell you the correct scale on that image.
09:54Now of course, while you can scale your text and vector are all you want
09:58scaling bitmap images like this does have an effect on their quality. If you
10:03scale a Photoshop image up, its resolutions goes down; you scale it down and
10:07the resolution goes up. It's just something to keep in mind while scaling
10:11objects on your page.
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Skewing objects
00:00Skewing an object helps give it a sense of perspective or dimensionality or it
00:05can draw attention to an object by making it look odd. For example, I'll select
00:09this object and I'll shear it with the Shearing tool. What's that? You don't
00:14see a Shearing tool on here, well, that's because it's hiding underneath the
00:17Scale tool. I'll click and hold for a moment and then I can see the popup menu
00:22that I can choose Shear tool.
00:25Now, I set the point of shear. Right now it's set to the Center Point. But I
00:29could choose any of the point on the reference here or I could simply click
00:33once and it will add a crosshair and it will shear around that point. That is,
00:37this point will stay stationary and all the rest of it will shear around it.
00:42Now I click and I drag, and as I drag, you can see it shearing. Once I get it
00:49looking the way I want, I let go over the mouse button and it's done. That
00:54looks pretty good, but it would look even cool with the Drop Shadow. I'm just
00:57going to click that Drop Shadow button in the Control panel and that adds that
01:01default Drop Shadow right below it.
01:03I like it. Let's look at another way that you can shear something. Let's drag
01:07this text up here and I'm going to shear it by changing the Shear Field in the
01:11Control panel. That's this field right here. I'll change it to let's say 45
01:16degrees, and hit Enter and you can see that it shears over, or I can use a
01:21negative number in here to shear the other way -45, there you go.
01:27By the way, if I don't like the look of this, I can always zero this out again
01:31in the Control panel or I could right- click on this little P icon, and if I
01:36right-click, I see a Context menu that says Clear Transformations. Choose that,
01:41and all the transformations applied to this particular object are cleared out,
01:45but I kind of like that. Let's try it, let's do it even more extreme though.
01:4960, yeah, that's wacky. I'll move it down here. The last method I want to show
01:56you for shearing objects is the Free Transform tool. It's right here in the
02:00Tool panel or you can press the letter E to get it.
02:03In this case, I want to transform this image inside the frame. I'm not going to
02:07change the frame itself, just the image. So I actually need to get the Direct
02:12Selection tool first and select that image inside the frame and then I'll press
02:16E to get the Free Transform tool, we have looked at the Free Transform tool in
02:21the past couple of movies and we have seen how you can use it to scale or
02:25rotate your images, but you can also use it to skew, and it's kind of weird the
02:29way you do it though.
02:31You need to place the cursor on top of one of the side handles, click the mouse
02:35button down, but don't start moving it yet, and then hold down the Command key
02:40on the Mac or Ctrl on Windows. This lets you skew and Scale at the same time.
02:47When you let go over the mouse button, it's done, it's a very strange looking
02:51page, but maybe that's the effect you are going for. Unfortunately, there is no
02:55way to do true perspective in InDesign. If you need that effect, you will have
03:00to use Adobe Illustrator instead.
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Mirroring objects
00:00Well flip-flopping isn't such a good thing in politics; it can be a great thing
00:04in page layout especially when pictures are facing the wrong direction. There
00:09are several ways to flip or mirror an object, but the basic way is to select it
00:13on your page, come up to the Control panel and choose one of the flip buttons.
00:18Let's say I want to turn this around, click on the Horizontal Flip and the
00:22image turns around. Also note that the P icon up here in the Control panel has
00:27been flipped as well indicating that the selected object has a transformation
00:31applied to it. The weirdest part about flipping objects is that the Control
00:36panel gives you some strange feedback. For example, minus (-) 100% in the
00:41vertical scale and 180 degrees rotated that doesn't make any sense to me at
00:46all, but that's the way it works.
00:48Now let's go to the next page by pressing Shift+Page Down and I'm going to show
00:52you another mirroring technique. I'm going to select this image and show you
00:56how you can create sort of a pseudo reflection look. I'm going to Option or
01:02Alt-click on this Vertical Flip button but before I do that I'm going to make
01:07sure that the reference point in the left side of the Control panel is set to
01:11the proper location because wherever that black dot is that's where it's going
01:15to flip based on.
01:17In this case, it's based on the middle of the bottom of the frame and that's
01:21exactly what I want. I want to flip right around that point there. So again I
01:25Option or Alt on Windows Click on that flip, and you can see it makes a perfect
01:31duplicate exactly mirrored along its bottom edge. So now I'll scroll down here
01:36and I need to make this frame a little bit smaller. Right now, it's going all
01:40the way on to the way on to the page support and little bit on to the other
01:42page. That's not good.
01:44So I'm going to choose the Free Transform tool, which you have seen in earlier
01:48movies. So we can get by pressing the E key and then I'm going to click on this
01:53handle down here. I'm going to click, but not move my mouse yet because I want
01:58to hold down the Command key on the Mac or Ctrl key Windows that lets me scale
02:02and skew at the same time. We learned that in the last movie and we are going
02:06to skew it until it looks kind of like reflection and then let go over the
02:10mouse button, there we go.
02:11So now we have a reflection of that. It's a little bit too good of a
02:15reflection. Usually reflection is kind of fade out a little bit. That's okay we
02:19can do that. Let's go up to the Effects pop-up menu in the Control panel and
02:24choose Directional Feather.
02:26This is difficult to see all on the screen at the same time but basically I
02:30want a feather to be right along the -- well it's the bottom of the image, but
02:35it's the top of the image technically because the image is flipped over. So I'm
02:39going to turn of the Link icon here and just change the top of my image by
02:45holding down the Shift key and pressing the up arrow, that increases by large
02:50increments, in this case one pica at a time and because the Preview checkbox is
02:54turned on I can actually see the effect on the document page as I'm working
02:58which is really handy.
03:00I want to bring this up to about 7 picas and then click OK. So now I have a
03:05reflection that fades out. Looks a little bit still too good almost. I would
03:11like to fade it, fade the whole thing back a little bit so I'll go to the
03:13EFFECTS panel and change the Opacity to maybe 50%, deselect everything with
03:20Command+Shift+A or Ctrl+Shift+A on Windows. Go on to Preview mode by pressing
03:26the W key and we can see that's a pretty good mirroring effect.
03:31I love that. I can do these kinds of creative effects right on my InDesign
03:34page, instead of relying on other programs. It's amazing.
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Transforming objects again
00:00What if I want to select both of those objects and move them over to the right
00:03a little bit? That looks pretty good, kind of indented. Now I would like to
00:07apply this same transformation to all of these objects.
00:10So I'll select all four of them and I'll use Transform Again that's up in the
00:15Object menu, Object > Transform Again. And now you will see there is four
00:20options here Transform Again, Transform Again Individually, Transform Sequence
00:24Again and Transform Sequence Again Individually, that's a mouthful.
00:29I'm just going to choose the first one Transform Again or I could press
00:32Command+Option+3 or Ctrl+Alt+3 when I do that, it transforms all four of these
00:40with the same movement that I did last. Let's look at that menu one more time.
00:45The difference between Transform Again and Transform Sequence Again has to do
00:49with how many transformations it will do. A transformation is a movement, a
00:54rotation, a scaling all of those things because I did Transform Again, it will
01:00only do the last transformation I did before, in this case, moving those objects.
01:05Let's look at different example. I'll select this image. I'll switch the Free
01:09Transform tool by pressing E and I'll Rotate, Scale and even Skew this image.
01:18We looked at how to do those in the previous movies in this chapter. Now I want
01:22to apply this same effect to all these other frames. So I'll switch back to the
01:27Selection tool by pressing V and I'll select each one of these by holding down
01:31the Shift key.
01:32If I choose Transform Again, it will only skew those objects but if I choose
01:37Transform Sequence Again it will transform them by scaling them, rotating and
01:42skewing them.
01:43Now what about the difference between Transform Sequence Again and Transform
01:47Sequence Again Individually? Well, when I use Transform Sequence Again, it
01:52treated all the objects that I had selected as though they were a single group.
01:56There are not actually grouped, but it treated them as though they were. Let me
02:00undo that with Command+Z or Ctrl+Z on Windows and show you the other option.
02:06Transform Sequence Again Individually, when I choose that each one is
02:10transformed in turn, not as a group. It's a subtle difference but it's an
02:15important one. I want to repeat that this do it again features only work for
02:20transformations like scaling, moving, rotating and skewing.
02:24I'm hoping that in a feature version of InDesign, we will get a feature that
02:27will repeat anything that we do but in the mean time Transform Again does the
02:32trick most of the time.
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10. Character Formatting
Applying basic character styling
00:00Once you have text in InDesign how do you format it? How do you make it look
00:04pretty? Well let's take at tour though your options for text formatting.
00:08To format text I'm going to choose the Type tool and select the text on my
00:12page. I'll zoom into 200% by pressing Command+2 or Ctrl+2 on Windows just so we
00:18can see this text little bit better. The basic Type formatting features can be
00:23found up in the Control panel. You can also find them in the Window > Type &
00:28Tables > Character Formatting panel. But you know what, everything that's in
00:33our Character panel shows up in the Control panel. So I don't even go there,
00:37it's tempting to go there but I don't even open that anymore. I just use the
00:41Control panel.
00:41Now the Control panel changes, depending on context that is what is selected on
00:46the page but it also changes depending on your workspace. Right now, I have the
00:51Essentials workspace selected here in InDesign and I see a certain set of text
00:56formatting in the Control panel, but if I change this to Typography, now I see
01:02a different set. The Control panel is very customizable and each workspace has
01:07its own set of formatting features up there. Generally, when you are messing
01:11around with text you want the Typography workspace because it gives you the
01:15most number of features in the Control panel.
01:18The first field in the Control panel is the Font field, when I click on the
01:22Font menu I can see a list of all the fonts available on our system. To the
01:27left of each font name there is an icon that tells us what kind of font it is,
01:32if it's an O, it's an Open Type Font. If it's two t's it's a True Type Font. If
01:37you see a little T with 1 after it, it's a Postscript Type 1 Font. So that can
01:41be helpful, if you have a lot of different sorts of fonts on your system.
01:44To the right of the font name there is a sample of that font that can be very
01:49useful, if you can't remember what a font looks like. Some fonts are broken
01:53down into families and when that happens, you have a submenu that comes off the
01:57right side. So we can see each of the different styles. If I change this to
02:01Optima Regular, it changes on our page of course and then it also changes the
02:06Font Style to Regular here in this second field of a Control panel.
02:11The Font Style pop-up menu is simply another way of getting to each of those
02:15styles within the family, Regular, Italic and so on. By the way, there is a
02:20myth going around that you should not press the keyboard shortcuts for certain
02:24font styles. For example, if I select these words down here I shouldn't press
02:29Command+Shift+B or Ctrl+Shift+B on Windows to apply the Bold style to it. But
02:35that's not a problem in InDesign. It's really safe to do that because InDesign
02:39will never apply a font that doesn't truly exist on your system. That is when I
02:44press that keyboard shortcut, it change the style up in the Control panel to Bold.
02:50If I select some other text here and do Command+Shift+I or Ctrl+I+Shift on
02:54Windows. It changes to Italic but it's okay. It's safe because it changes the
03:00Menu item here to Italic. If the font does not have a true italic that keyboard
03:05shortcut will not do anything. By the way, I want to select this text again and
03:09change the font one more time and I want to throw out one more keyboard
03:12shortcut that I think you should know and that is Command+6 or Ctrl+6 on
03:17Windows because that keyboard shortcut always jumped to the first field in the
03:21Control panel.
03:22So if you are trying to change your font quickly, let's say from Optima to
03:26Minion, all you have to do is press Command+6 or Ctrl+6 on Windows and then
03:30just type the letter M. It guesses what font you want. You have to type enough
03:36of the font name in order for it to guess properly. So here I type M and then I
03:42and then N and it gets to Minion Pro, if that's what I wanted I can simply
03:46press Return or Enter.
03:48Okay, let's look at a few either font formatting features. We can change the
03:52Size of the font in the third field here that the second over on the top. This
03:57is the Size of the font and while there are number of sizes listed here in the
04:01menu if you want a specific size just type it in. I'll select that and say I
04:06want this to be exactly 39 points, which wasn't in that menu, press Enter and it changes.
04:12Now the fourth field here is Leading and QuarkXPress users find this kind of
04:17strange because in QuarkXPress, Leading is a paragraph format. It applies to
04:21the entire paragraph. In InDesign, it's a character format. So you can apply it
04:26to a single letter if you want to. For example, Alt-select this letter t in the
04:30middle of that paragraph and change its Leading to something larger, maybe 24 points.
04:35Notice that the entire line moved down because the rule in InDesign is, the
04:40entire line should have the Leading of the largest Leading of the any character
04:45on that line. So if I change the Leading of the single character it affects the
04:49entire line. It's kind of strange but you get used to it after a while and if
04:53you don't get used to it I want to show you a trick.
04:57There is a preference to make it work more like QuarkXPress. I'm going to go
05:01the InDesign menu on the Mac or the Edit menu on Windows and choose Preferences
05:06and then here I'm going to choose Type Preferences. There is lot of options in
05:11here that let you control how text works in InDesign but one of my favorites is
05:16Apply Leading to Entire Paragraphs.
05:18In general, I would like InDesign working in its own way, not trying to copy
05:22QuarkXPress but this is one of those tings that I almost always have turned on
05:27because I really feel that Leading should almost always apply to an entire
05:31paragraph. So I'll turn that on, click OK and it doesn't change any Leading
05:36that's already in a document like this weird Leading in here. But as soon as I
05:41change any other Leading within this paragraph, for example I'll change this
05:44one to 11 points; it applies it to the entire paragraph. It's almost a macro;
05:49it always applies that same Leading value to all the characters in the
05:53paragraph. To me that's the way it should normally work. So I like having that
05:57preference turned on.
05:58By the way, if you agree with me and you like that preference tuned on all the
06:02time, you might want to set that preference when no documents are open. Any
06:06preference that you change when no documents are open is applied to every new
06:10document you create from now on. So that's a good one to change when no
06:14documents are open in my mind.
06:16Okay, just a few more character formatting features that I want to throw out
06:19before we move on. One is Kerning; let's say I don't like the Kerning between
06:25the J and the O. I'll zoom into 400% here so we can look at that and we say,
06:28well I don't really like the Kerning in here. Kerning, if you don't know is the
06:33distance between two letters. So we can change that distance by adjusting the
06:38Kerning value.
06:39The Kerning value is listed up here in the Control panel with this little AV
06:43icon. Right now, we can see that the current Kerning value is 5. Now, it's in
06:49parenthesis, which means that InDesign pulled that value out of the font itself
06:54because most fonts have Kerning pairs built into them. That is there are values
06:58for what the J and O next to each other should look like right in the font.
07:03InDesign looked in the font, saw that the J and O should have 5 units of
07:08Kerning added in between that space and so it went ahead and did it. But to me
07:13that's too much space, so I can change it to whatever I want. I could pull it
07:17out of the pop-up menu or I could just type it myself. I'm going to choose
07:20something like -50 and you can see that the J and the O moved closer together.
07:25Let's look at two other options in the Kerning pop-up menu, Optical and Matrix.
07:30Matrix simply means use whatever in the font, whatever the font designer put in
07:34the font, go ahead and use that, but Optical is something special.
07:38Optical means InDesign should look at the shape of the every character and then
07:43make decisions about how close or how far apart those characters should be
07:47based on their shapes. It's really quite intelligence. I think it's amazing and
07:51I'll often select all the text in my document and simply change it to Optical.
07:56It usually makes very good choices about how characters should sit next to each
07:59other, sometimes far better than the original font designer I think, but
08:03sometimes you might want to go in there and tweak it a little bit manually just
08:06between individual characters like here once again I'll make that little bit closer.
08:11Okay, lastly let's talk about Tracking. Tracking some people call Range Kerning
08:16because it's basically the amount of space between each character over a range
08:20of text. This headline up here, I'll zoom back with the Command+Minus or
08:25Ctrl+Minus. This headline here has a lot of Tracking applied to it. It must,
08:31because look at all the space between each character. I can change this to a
08:35smaller amount just simply by choosing it from the pop-up menu or set it to 0
08:39to remove all extra spacing between each character.
08:42Now there is no Tracking, there is no additional space in between these
08:46characters but sometimes with headings, sometimes you actually want to make it
08:49tighter space, sort of bringing each of those characters tighter together
08:52that's what the negative numbers are for? If I set this to -25, you see that
08:57the whole headline just kind of tightens up. I like that.
09:00Of course, all of this is just a beginning when it comes to formatting text.
09:04In the next movie, we will dive much deeper and explore more advanced character styling.
Collapse this transcript
Applying advanced character styling
00:00In the last movie we looked at the basics of character formatting. Now let's
00:04look at a few more important styling options you have. I'm going to select this
00:08frame and zoom into 200% with Command+2 or Ctrl+2 on Windows. And then I'll
00:13double-click on it with the Selection tool to switch to the Type tool. Let's
00:16say I want to make this P taller than it is right now. I could change its font
00:21size, but what if I want it taller but not wider?
00:25Well, in that case I would use the Vertical Scaling feature. I can change this
00:29to any percentage I want basically, I'll make it twice as large by setting it
00:33to 200%. I'll do the same thing with this O over here.
00:38Now I can change the horizontal scaling of some other text, for example, I'll
00:43change that ur to 150% as wide. And I can do the same thing to this text. That
00:52got so wide that it pushed it right out of the text frame. So I'll make it a
00:55little bit smaller. There we go. Now this might not look pleasant to you but if
01:00that's the kind of effect you want then that's how you get it. Just because you
01:04can do those things though doesn't mean you should.
01:07Let's look at a couple of other interesting features. What if I want this O to
01:10be lower down, to lower the baseline? Well I'll use Baseline Shift, that's this
01:16feature over here in the Control panel, that little A with an arrow underneath
01:20it. And I'll click this down arrow button to lower the Baseline Shift or I
01:25could simply replace this field with whatever value I want, like -10 pt.
01:28There are all kinds of wacky text formatting features up in the Control panel.
01:33For example, Text Skew. Skew means how far should an object lean over, sort of
01:39tilt over, right now it's set to zero degrees. But if I set it to something
01:43large like 40 degrees, you can see it pushes that all over, it just leans it right over.
01:49I can do the same thing to that P for a dramatic effect. If I want to push it
01:54to the left and set it to the right, I use a negative skew, -40, would push it
02:00to the left. Alright now that we have made that really unpleasant looking,
02:03let's go try and apply some formatting, some place else.
02:06I'm going to select this text down here, and give it an underline, the
02:10underline feature is right here. It says T with a little line under it. If I
02:15click on that, it applies a default underline, I'm not sure exactly how thick
02:19it is, but it uses the same colors of the text and it's a little bit down from
02:23the baseline of the text there.
02:25Well what if you want to fine-tune that? What if you want to thicker underline
02:28or thinner underline or maybe move it up or down? No problem. InDesign lets you
02:33totally customize your underlines. I'll select that text again and instead of
02:37clicking on it, I'm going to hold down the Option key or the Alt key when I click on it.
02:42That opens the Underline Options dialog box. Here we can make this underline
02:47look almost anyway we want. For example, I'll set the weight to a little bit
02:52thinner, maybe a half point line. I can change the type to any of my regular
02:56line styles including Wavy or a Dotted or something like that.
03:00Let's use a Dotted one, then I can change my offset to move that line up or
03:05down. By the way it's a good idea to have the Preview check box turned on here,
03:09so you can see the effect while you are working.
03:12I can use the arrow keys on my keyboard to move the offset up or down and we
03:16can see