InDesign CS4 New Features

InDesign CS4 New Features

with Anne-Marie Concepcion

 


InDesign CS4 New Features is much more than a list of what has changed since CS3. Anne-Marie Concepción provides a comprehensive explanation of major and minor differences, including time-saving tips and workarounds for typical publication workflows. She shows how to publish to editable or web-ready Flash files; use conditional text and cross-referencing features for structured documents; collaborate via Adobe online services like Kuler and Acrobat.com; and much more. Example files accompany the course, plus a 12-page guide to the new IDML format.
Topics include:
  • Using the new workspaces, panels, and navigation options
  • Working with Smart Guides, the cursor, and text reflow
  • Placing images with Auto-Fit and the contact sheet cascade
  • Formatting text with dynamic GREP helpers
  • Refining layouts with live preflight
  • Finding support in Community Help

show more

author
Anne-Marie Concepcion
subject
Design
software
InDesign CS4
level
Intermediate
duration
5h 14m
released
Oct 07, 2008

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Introduction
Welcome
00:00(Music playing.)
00:06Hi! I'm Anne-Marie Concepcion. And guess what?
00:09They've done it again.
00:10Adobe's put out a new version of InDesign with lots of new features to thrill and amaze you. If you are already an InDesign user
00:18this course, InDesign CS4 New Features, is just what you need to get up to speed on all the changes.
00:24Whether you're a print person, interactive designer, production editor,
00:28or just someone who likes to layout,
00:30there are powerful new features for you.
00:33I cover all the new features, great and small,
00:36including the new file format, cross-referencing, conditional text and even exporting to interactive SWF files
00:42with just a click.
00:43I love teaching people how to get the most out of Adobe InDesign. I'm a longtime Adobe certified expert in the program
00:50as well as an Adobe certified instructor.
00:52With InDesign CS4, Adobe has taken care of both the little things
00:57like fitting images automatically when you place them or making the Links panel much more useful
01:02to big things, like Smart Text free flow and
01:06cross-referencing.
01:07Even built-in screen sharing to show your clients what you are working on right from within InDesign.
01:13What you are about to see is one of the most comprehensive tutorials on the new features of Adobe InDesign CS4 with
01:19over 40, 40! Count 'em! 40!
01:2040 videos to give you the tools to succeed and help you discover the new features that will turbocharge your workflow.
01:28So let's dig in and get to know the new features of Adobe InDesign CS4.
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Using the example files
00:00If you are a premium member of lynda.com Online Training Library or if you are
00:05watching this tutorial on a DVD, you have access to the exercise files that
00:09I use throughout this title.
00:12Inside your exercise files folder, you'll see them arranged by chapter and
00:16inside a chapter number, I often have subfolders for the individual videos
00:20within that chapter and then the actual InDesign files are inside there.
00:25The Links folder for almost all of these InDesign files is a common folder
00:29right here; the Links folder at the same level of the chapter folders.
00:34Sometimes, an InDesign file will have its own links.
00:39If you are a monthly subscriber or an annual subscriber to lynda.com, you don't
00:43have access to the exercise files, but you can follow along with your own
00:47layout files. Let's get started!
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1. The Interface
Getting familiar with the new interface
00:00Like the rest of the Creative Suite 4 programs, the look and feel of InDesign
00:04CS4's interface has been upgraded to make it easier to work with and more flexible.
00:10There are a few completely new features too that I think you'll find
00:13interesting. So, let's start with a close look at the new Application Bar and
00:17Application Frame. We are on the Macintosh right now, looking at the default
00:23installation of InDesign CS4 with no document windows open.
00:27The Application Bar appears by default on both Macintosh and Windows and it's
00:32this extra horizontal panel above the Control panel, the one that we all
00:36already are familiar with. The Application Bar, like the Control panel,
00:41contains what Adobe is calling widgets that have pulldown menus that give us
00:46quick access to things that we would normally get from the regular menus at the
00:50top. I'll be looking at those in details in a bit. It has a dropdown list of
00:54workspaces and the fields where you can search for online help.
00:58Before we get into any of those details, this is not look like how it looks on
01:03Windows. On Windows, there is one other element that is always on by default
01:07and that's called the Application Frame and Windows users are used to that. In
01:11Windows, when you run a program, you cannot see through the program to stuff on
01:15our desktop like here, you can see the exercise files folder.
01:18In CS4, Adobe did add the Application Frame concept to Macintosh but they
01:24didn't try to on by default, so that it would not be such a jarring change from CS3.
01:30I'm going to turn on the Application Frame and you can follow along too. Just
01:34go the Window menu and at the bottom, you'll see that there is a checkmark next
01:38to Application Bar because it's turned on and we are going to choose
01:41Application Frame as well. Now, in Windows, neither one of these menu items are
01:46there because they are always turned on by default and you can't turn them off.
01:51As soon as you turned on the Application Frame, you can see that our desktop
01:54disappears and it's just a gray background. It's actually kind of neat. If you
01:58put your cursor at the lower right- hand corner, it turns into a double-headed
02:01cursor and you can drag it to resize the Application Frame.
02:06Let's say that you want to drag some copy from a Microsoft Word document that's
02:09opened in the background and drop it into a Document window in InDesign, you
02:14can still do that if you want. Otherwise, you can click the Maximize button at
02:19the upper left to obscure all the other open windows of other documents and
02:23items on the desktop.
02:24Now, let's open up the document and take a look at what these widgets are for
02:29in the Application Bar. Go to File > Open and navigate to your chapter 01
02:34folder in your exercise folder. Just open up Bliss_Magazine. Here is another
02:44new feature that the documents open by default in tabbed view and we'll be
02:49looking at tabbed windows and working with multiple tabbed windows in dept in a
02:53next video.
02:55But notice that if you don't want to have it as a tab, you can drag the tab
02:59downward and it turns into a regular floating window. If you drag the title bar
03:05of a floating window back up, it sort of just get that little blue area right
03:10below the Control panel, it docks it. There is now a document dock just like
03:15there is a panel dock. In previous versions of InDesign, we have a document
03:19dock as well.
03:21Now that we have a document open, we can see some of these widgets happening.
03:24So, in the Application Bar there is a shortcut for to jump to Bridge. Now, it's
03:29been moved away from the Control panel and it's now in the Application Bar.
03:32We have Zoom Level and when you have the Application Bar showing on the
03:37Macintosh when it's turned on, you'll notice that the Zoom Level has gone from
03:42the lower left of the window. But if we hide the Application Bar on the
03:46Macintosh then it reappears. Let's do that right now. Go to the Window menu and
03:51you'll note that actually, we can't turn off the Application Bar until we turn
03:55off the Application Frame.
03:56Now again, Windows users, just watching enjoy, okay because you don't have
04:01either one of these options in Windows; they are always on by default. So, we
04:06are going to select Application Frames to turn it off. It automatically turns
04:10the Window into a floating window but now, we can go for a second trip up to
04:14the Window menu and choose Application Bar to turn that off and now, it looks
04:18very CS3 like, with their regular Control panel going across the top and now,
04:23we have the view scale available once again at the bottom left of the window.
04:28But I happen to like both the Application Bar and the Application Frame and
04:34that's how about I'll be working throughout the rest of this video tutorial
04:37series with both of these turned on, on the Mac and also, once you get used to
04:41this on the Mac then it's very simple to jump to Windows.
04:45Other widgets that are available in the Application Bar; this first one is View
04:48option. So, instead of always having to go to the View menu, you can choose
04:53whether or not you want Frame Edges showing or hiding and Rulers and Guides.
04:57Smart Guides is a New CS4 Feature that I will be talking about later on. And I
05:01love this, Hidden Characters. You can turn Hidden Characters on and off right
05:05from the App Bar instead of having to remember, where is it? Oh yeah, it's in
05:08the top menu.
05:09To the right of that, we have Screen Mode so you can change from Normal to
05:13Preview, Bleed, and Slug and so on. You can still do that from the bottom of
05:17the Tools panel but sometimes, it's just easier to have it right up there. And
05:23then to the right of that, there is a new widget called Arrange Documents that
05:28has some of the same commands as before as far as creating a new window and the
05:33Ranging window, but these are all fun ways to arrange multiple windows that
05:36I'll be talking about in the next video.
05:38These commands as I said are still available from the View menu and from the
05:43Window menu. So, if you want to turn Grids & Guides on and off, from the View
05:47menu you can and here, they do show the keyboard shortcuts; they don't show
05:51them in the Application Bar.
05:55Then we have a dropdown menu of workspaces with some new workspaces they have
06:00added that we'll be going through in a bit and then a Find field. So, if I type
06:05something in here that has to do with Adobe InDesign, like say, for example,
06:08indent, and press Return or Enter, it immediately opens up the default browser
06:15and does a Live Web Search not just of the Adobe site or of the online help
06:19documents, but actually just about anywhere.
06:22So, here is an Adobe hit but here is one from CreativeTechs, a wonderful
06:26company on the West Coast. Here is one right from the lynda.com, it's the third
06:29hit under indent. We have Adobe LiveDocs right here, which is the online help
06:36that people can come in on. That's not new; that was available in CS3 as well.
06:41And down here, look at that, there is InDesignSecrets.com, that's the blog that
06:45I co-host with David Blatner. Actually, this is a post that I wrote myself,
06:50Create Perfectly - Curved Hanging Indents. And so that's kind of interesting
06:55field up there and a very handy way to quickly find information.
06:59Just a couple more things that I want to show you; down here on the left,
07:02notice that the Structure button is gone, all we have here is a page pop-up
07:08menu. So, the button that used to open up the Structure panel for XML is no
07:13longer. The only way to view that is to go up to the View menu, go to Structure
07:18and choose Show Structure or use the keyboard shortcut. Or you can still close
07:22it by double-clicking on that little device or bar there.
07:25We have this readout that I'm not going to beginning to the very end but you
07:28should know that this is one of the coolest new features called Live Preflight
07:32that you tell it what to check for and it's just constantly checking, telling
07:35you how many errors in the current document there are and has a pop-up menu
07:39that allows you to go to the Preflight panel to search for them and fix them and so on.
07:44Here is the Reveal pop-up menu that used to have more commands with Version Q
07:49but now, it is just very handy to Reveal in Finder or if you are in Windows, it
07:52will say, Reveal in Explore and Reveal in Bridge.
07:57So, the Application Frame is very cool. Not new for Windows users; that's how
08:01Windows works in general. But for Mac users, it presents an interesting option
08:05that I encourage you to try out.
08:07Remember though, it's not turned on by default. So, you'll have to choose it
08:10from the Window menu to enable it. Remember, at the bottom. But you can do that
08:14with no documents open. If I close this and I have it turned on and I quit
08:20InDesign and I started again, that will be the Application Default.
08:24What is new for InDesign users of any platform persuasion though is the
08:28Application Bar going across the top and the tabbed windows
08:32Let's take a closer look at working with multiple windows and new ways to
08:35arrange and navigate them in the next video.
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Working with tabbed windows
00:00I want to talk about working with tabbed documents in more detail, one of my
00:04favorite new features in InDesign CS4, and in order to do that I have opened up
00:08a couple more documents which you can too. They are inside the Chapter 01
00:12folder; we have opened up sheet_v1.indd. You can click right on the tab and it
00:18brings the document to the front. Same thing. I just drag to the left and
00:22click on the tab name, and the document window becomes active. You can also
00:27just press Command+Tilde, that's on a Mac, or Ctrl+Tilde on a PC, and that will
00:33activate each one of these tabbed document windows in order, just like you
00:37could before when you had floating windows.
00:40Now I find this a lot easier to work with tabbed documents than floating
00:45windows and also a lot easy just to make them active by clicking right on the
00:49tabs instead of going down the window menu and choosing them from here. You can
00:53still choose them from here of course and choosing them would bring them to the
00:57front, but I think if you work with tabbed documents that would not be
01:00necessary. Also notice that we have the view scale percentage as part of the
01:05tab, as it was before when it was it the title bar, and the X here will close this document.
01:11Now if you want to turn a tabbed window into a floating window, maybe for some
01:15reason you want to do that, all you do is you drag the tab downward and now
01:20this window is floating, while these two are still tabbed. All the windows that
01:26are still open; it's just that because I have my application frame active,
01:30I can't see that other document, Bliss Magazine. It's being, it's obscured. So I
01:35can choose it from the window menu, or I could press Command+Tab or Ctrl+Tab.
01:38So to put a floating window back into tab mode, you can just drag it in there,
01:44and you will see there is a little blue area that lights up just like your
01:47docking panel, but now we are docking document window. So we have a document
01:51docking area in addition to a panel docking area.
01:55Let's say that I want all these windows to float, I could drag them one by one
02:00and make them float, but I think it's a lot faster to use the commands up over
02:04here in the arrangement widget in the Application Bar. If you click, you can
02:08see that there are whole bunch of graphics that stand for arrangements of
02:12multiple windows, plus we have a couple of commands at the bottom. So if we say
02:16float all in windows, what that means is that all of the documents should be
02:21converted into floating windows. If you want to un-float them, go back to that
02:25same widget, and choose the very first icon, upper left, Consolidate All. That
02:31means turn them back all into tabbed windows.
02:35These commands are also available from the Window menu, Arrange flyout menu. So
02:41you could say, Float All In Windows, Consolidate Al Windows. Float in Window
02:47means just this one active window, float that guy not all of them. Now I want
02:52to put it back, by choosing Consolidate All from the arranged widget, and let's
02:57take a look at some of these other arrangements.
02:59Notice that I can choose 3-up, so now I can see all three documents at the same
03:05time as 3-up. You could have done this in earlier versions of InDesign from the
03:11arrange menu, you could choose a arrange cascade or a arrange tile, but it
03:15wouldn't let you do something like this, check this out, as I drag, the
03:19division line between these two tabbed windows, they change, this is the where
03:23we are changing panel sizes in Bridge, or in iTunes, or something like that.
03:28Let's try another one of these, let's try one large one on the left, and two
03:32small ones on the right, so this is quite useful, but it's not useful just for
03:36comparing three documents, one thing would be for dragging and dropping from
03:40one document to the other. I could take this frame here, and drag and drop it
03:44right on to this document over here, or let's say that I want to see a another
03:51view of this window, and to do that I'm going to close the other two first,
03:55just to keep things real simple during this video, and while I'm doing, I want
03:59you to notice, you see these little asterisks that are appearing to the left of
04:02some of these file names, that is the little clue that you have made changes,
04:07and you need to save it.
04:08I believe that's new, now they use asterisks in front of the file name to let
04:12you know that the file needs saving, but to go ahead and close these documents,
04:17you don't need to save changes here. So in this document, I want to create a
04:22new window, so I go back to that widget and choose new window. Now I have a
04:27large version and a small version of the same window, which means that I could
04:33do something, like over here I could go to my master page, and in this window
04:41reduce the view scale to say 12.5%, and back over here do something like change
04:49the margins and columns, with preview turned on. Watch the effect of those
04:58changes on my entire document, even while I'm just changing the master page on the right.
05:03Another use to this-- let me go ahead and close this up, and close up pages--
05:08would be safe for the Story Editor. I'm going to click inside one of these
05:12stories with my Type tool, and press Command or Ctrl+Plus a couple of times to zoom
05:17in a bit. So here is another neat use for the tabbed windows. I want to click
05:23in side the story, and open up the Story Editor, so I will just go up to the
05:27Edit menu and choose Edit In Story Editor or press Command or Ctrl+Y. The
05:32Story Editor for some strange reason, Adobe has decided should always open up
05:35as a floating window, which seems to me that it is just not taking advantage of
05:39being of the tabbed window, features it, so drag it back into that little
05:44document dock, and now you have both the Story Editor that gives you just an
05:48editing view of the formatted story available to you. Of course now you can't
05:53see them at the same time, but we know how to fix that now. Just go to Arrange
05:56Documents and say, I wan t to see these guys side by side. Let's move up over
06:01here and so you see this text here we can change, and we will say, 'hello, how
06:10are you?' And it immediately appears over here. So you could see your edits that
06:14you make in Story Editor immediately on the left.
06:17So I think you can see how much you grow to count on them in your day-to-day work.
Collapse this transcript
Exploring the new workspaces and panels
00:00As you have no doubt noticed in the Application Bar we have a new dropdown menu
00:05to manage and move around different workspaces, or saved arrangements of panels
00:11and menus. Now the default workspace is called Essentials. And Essentials is
00:16kind of equivalent to the basic workspace in InDesign CS3. We can of course
00:22change the default workspace if no document is opened; that become the new
00:25default workspace.
00:27If you want to get back to something that is closely equivalent of the default
00:31workspace in the InDesign CS3, then you want to go to the Workspace Switcher,
00:35which is the proper name for this dropdown menu, and choose Advanced.
00:41The Advanced workspace includes the things that we are in a default workspace from
00:45CS3, like pages, layers and links. I don't think there are as many panels in
00:50this Advanced workspace, as there were in a default workspace in CS3 but, one
00:55of the nice new features is that, they have separated out paragraph styles and
00:59character styles, so that now you don't have to keep switching back and forth
01:02in the same panel group, which I think a lot of users did on their own anyway.
01:07Another subtle feature of these panels is that when they are expanded from the
01:11dock, there is no close box as there was in CS3. So like if I have this group
01:17open, there is no close back. So if I just close the Layers panel, you will
01:22have to right click to choose Close, and that would just close just that one layer.
01:26Another feature, when you right click in that contextual menu or Ctrl+Click
01:30with the one button mouse, is this menu item, which is turned on by default,
01:34Auto Show Hidden Panels. And what that means, as you probably already know,
01:39with the Selection tool selected and a document window open, if you press the
01:43Tab key, it will temporarily hide all of the panels and the Control panel at
01:48the top. And pressing Tab again will bring it back and Shift+Tab hides just the
01:54right-hand docked panels, and Shift+ Tab brings that back. When I press Tab to
01:59hide them all, and because that menu item was on, about Auto Show Hidden Panels,
02:04if I bring my cursor all the way to the right of the window, even
02:08though they are temporarily hidden, it will show the panel. So I can quickly,
02:11for example, select something and change its stroke from the Stroke panel.
02:15When you bring your cursor back over the document windows, they may hide again.
02:18I'll press Tab to bring them all back again.
02:21Some of the other workspaces are what they call task workspaces. There is the
02:25Book workspace, which contains a whole lot of very useful panels, some of them
02:29already expanded from the dock, and then in the second column of panels we have
02:34Index, Conditional Text, which is a very cool new feature I will be taking
02:37about in different video, Hyperlinks and Bookmarks.
02:42Other task-based workspaces include Interactivity, with things for like
02:46making interactive PDFs and exporting SWF files, printing and proofing, and
02:51Typography and What's New. If I open up What's New, it's a neat new way to
02:57quickly see some of the new panels that are available, like the Preflight panel
03:01and Page Transitions, and all of these I will be covering in this video tape.
03:06What they don't show is What's Missing. Well, they have a What's New, but they
03:09don't have a What's Missing. So Navigator panel fans, I'm sorry but the
03:13Navigator panel is no longer. If you go to Object and Layout, Navigator is
03:18gone. There is a twist to the Navigator, it does live on in spirit, which I
03:23will be talking about in a different video.
03:25Also the Command bar. Do you remember that used to be called the Page Maker
03:29panel? The Command bar is no longer here. I guess it just didn't have enough
03:33fans to keep it going. So you have lost two panels. But we still have plenty of
03:38panels, in fact, that is one of my favorite workspaces. I find this the easiest
03:44thing to work in, because that way I have all of the panels available at my
03:47fingertips, and then of course my document window is opened very conveniently
03:51at the right.
03:52Let us go back to Typography. I like this very nice and classic list of panels
03:58for Typography. Nothing really new here as far as panels having to do with
04:02typography, but I do want to show you something that's slightly different in
04:06CS4, as far as how it tracks your workspaces. Let's say that you have chosen one
04:12of these default workspaces or a workspace that you saved and then you did
04:16something like, let's see I'm going to take Text Wrap out of there and I think that
04:20I'm also going to open up the Info panel. Perhaps you have arranged them
04:25like so. And then you want to use a different workspace, so you go to
04:30Advanced to do something else, and then you go back to Typography.
04:34Well, just choosing Typography doesn't reset it to the default. As you see, it
04:39remembers what were the panels that you last had opened, what were the
04:42customizations that you did to that workspace. Even if you quit the program,
04:46and started up again and went back to Typography, it would remember that.
04:50It keeps track of the current state of each of your workspaces.
04:53To completely reset a workspace in CS4, you have to go back to the Workspace
04:57Switcher and choose Reset and then the name of that workspace. Now that the
05:03Workspace Switcher is part of the Application Bar, which it turned on by
05:06default in InDesign CS4, I think we are going to see a lot more people
05:09discovering the power of workspaces.
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Navigating with Power Zoom, Speed Scroll, and gestures
00:00There are a few new ways to navigate through an InDesign layout in CS4 and to
00:06show this to you, we are still in Bliss Magazine and I have scrolled down to
00:10the second to last page.
00:13First thing I want to show you is what is called power zoom. Now you remember in
00:17another video I mentioned that the Navigator panel is gone. Well, this is where
00:21the Navigator sort of lives on. Power zoom works with the Hand tool. Normally,
00:27the Hand tool is used to drag the page around in the screen, to pan the view
00:33within the window. But if you press and hold for a minute with the Hand tool,
00:38what's often called Patient User Mode, you press and hold for a second, something
00:43different will happen. You get into power zoom mode and this red square is
00:48right from the Navigator panel.
00:50I'm still holding the mouse button down and I'm dragging with the Hand tool.
00:56When I release the mouse button, whatever is inside that red square, will zoom
01:01to fill the window. And that's not very useful, except that you can change the
01:06size of that red square. You can change it if you have very good manual
01:09dexterity. While you are pressing the mouse button down, you could use another
01:14finger to scroll the scroll wheel on the mouse or you can use the up and down
01:19arrows keys on your keyboard, which I think is a little easier.
01:22So let's say that I want to zoom in on some of this small sidebar text, down
01:27here. I could just drag it over here and use my down arrow key to -- it's a
01:32little too much, to surround that area and then release the mouse button. And
01:37so now I can go ahead and edit this text then if I want to zoom back out, I
01:41press and hold for a minute and I can drag that same square to another location
01:46even on another page.
01:48So I'm just pressing, dragging, releasing, pressing, dragging and I can use the
01:59up arrow key to increase this little bit and so now that's power zoom. And
02:04again it requires the Hand tool, does work with the keyboard shortcut for the
02:07Hand tool, if you are on a different tool. But then it's complicated then you
02:11pressing all sorts of keys down on the keyboard. So I think this might be more
02:14useful if you directly select the Hand tool or switch to it with the keyboard shortcut.
02:19Tied into the power zoom is what's called speed scroll. So let's say that we
02:24are down here at this page and I'm going to go ahead and make it small again.
02:28All right and press and hold -- when you are working in a long document, if you
02:34want to see the same area on many different pages, you can move the cursor to
02:39the top or bottom of the window and it will quickly scroll.
02:42Now normally, you can have Auto Scroll with the Hand tool. You can only start
02:47dragging an actual object for Auto Scroll to work but Auto Scroll now works
02:51with the power zoom tools. I move up to the top of the window and the longer I
02:56stay there, the faster it scrolls. So if I was working in a really long
03:00document, I could quickly jump from page 5 to page 93 and then zoom in on
03:05whatever I wanted to look at on page 93.
03:07And so that's power zoom and then you move your mouse to the top or the bottom
03:13of the window and hold down there for a second, and start to scroll quickly,
03:17that's called speed scroll. And when I press Command+0 or Ctrl+0 on the PC to
03:24fit in window and the feature that was added to InDesign CS4 late in the game
03:29was support for gestures. Gestures are available on the newest Mac laptops, the
03:33ones that come with multi-touch trackpads like the Air and the latest MacBook Pros.
03:38Gestures are a series of movement that you can make with your fingers on the
03:41trackpad to navigate in Apple programs like iPhoto. But InDesign picked up
03:48those gestures for CS4 as well. So if you are lucky enough to have one of those
03:51latest laptops, you can use pinching. You have seen in the iPhone commercials
03:56where they pinch on the screen to zoom in or they spread their fingers apart to
04:00zoom out, to make the screen bigger. You can do the same thing in InDesign.
04:04It also supports swiping the trackpads. When you swipe across the trackpad, you
04:09can turn pages or move from spread to spread and if you use the rotate gesture
04:14by rotating two fingers around on the trackpad, you can rotate the selection or
04:19even if nothing is selected, the entire page, which is the new feature I will
04:23be talking about in a different video.
04:24All right, so there is a few new ways to navigate through an InDesign document
04:29with power zoom, speed scroll and gestures. I think that once you start working
04:33with the new version, you will agree with me that between the Application Bar
04:37and its widgets, the tabbed windows, the new workspaces and these additional
04:42navigation aids, Adobe has really smooth out some of the rough edges in
04:46InDesign. Now let's dig into some of the coolest new features in CS4 starting
04:50with the smart stuff in the next chapter.
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Using new file formats
00:00Much of the work that Adobe put into InDesign CS4 happened under the hood.
00:05Huge chunks of the program were rewritten from the ground up to boost reliability,
00:10stability, and power. In actual use as end users, we'll experience this in two ways.
00:15First snappier performance, and second, new file formats, including the
00:21truly amazing InDesign Markup Language.
00:24In the next few minutes, I'm going to run through the new and modified file
00:27formats available to us in CS4. Some of which will effect how you are working
00:32today. But by the end of the video, you will have a much more well rounded view
00:36of Adobe's intent for InDesign, now and in the future.
00:39I have opened up sheet_v1.indd from the Chapter 01 exercise files, just to have
00:46something up on screen. Some file formats are still the same. If you go to the
00:50File > Save As in InDesign CS4, you will see, to your relief I'm sure, that the
00:56file extension is INDD, just as in previous versions, and if you need to save
01:01in InDesign Template, it's still INDT. I'm going to cancel out of here and show
01:06you that also if you create a new Book, the file extension is still INDB, as
01:12well as Libraries are still INDL. However, as with every version of InDesign,
01:20they are not really backwards compatible. You can't open up a CS4 document if
01:24you are running InDesign CS3. Instead, you need to export the CS4 document to
01:29InDesign Interchange Format, INX. Just as we had to do with InDesign CS3, if we
01:34needed to share it with an InDesign CS2 user.
01:37But if we take a look at File Export, and we want to export this to InDesign
01:43CS3 Interchange, you will see that the Export dropdown menu looks a little
01:47different. First of all, there is no SVG and SVG Compressed, I know that your
01:53heart is broken about that, because that was such a popular format, but now
01:56it's no longer in InDesign CS4. We do have a couple of new file types: SWF or
02:02SWF file, which is a self contained little Flash file that you can export
02:07directly from the layout, converting an InDesign layout to a Flash file that
02:11can include interactivity and that can be viewed directly in the Web browser.
02:15We also have a new one up here, Adobe Flash CS4 Pro, XFL, which stands for
02:22Export to Flash. That's what XFL is for. But that allows you to open up an
02:27InDesign file in Flash CS4 Professional, with all of the layout geometry, the
02:33colors, the images, and even the text formatting intact, and editable with
02:37inside Flash, very cool.
02:39The final new one that we have here is, InDesign Markup, IDML, which I will get
02:44to you later in this video. Now something that will affect you right away is
02:49the new file format for Snippets. If I create a snippet, which is a shared
02:55chunk of an InDesign layout. It's kind of like a Library item that doesn't
02:58require a Library. Snippets have been around for a while in InDesign, and there
03:03are many ways to create them. Right now I'm just going to select something,
03:06it's a group of item here, and go to File, Export, and because I have a
03:11selection, I now have another choice in InDesign Snippet.
03:16The new file format for InDesign Snippet is IDMS, and that M really stands for
03:22Markup, because a lot the behind the scenes coding that's been done inside in
03:26InDesign CS4, has to do with allowing external third party applications to do
03:32things to InDesign files, or parts of InDesign files, without actually having
03:36to open InDesign. So there is this whole markup language, and Snippet has been
03:41affected by this.
03:42If I export this Snippet, all that really matters is that it just has a new
03:47file formatting, and I can always go ahead and import the Snippet just by going
03:51to File > Place, or pressing Command or Ctrl+D, like I just did. Select the
03:56Snippet, I will turn off Replace Selected Item, and there is my little loaded
04:01Snippet cursor and place it.
04:03So if you export a Snippet from InDesign CS4, you will not be able to place
04:08that Snippet into an InDesign CS3 file, because it's a different file format.
04:13However, InDesign CS4 can place CS3 Snippets. By the way, while I'm talking
04:19about Snippets, let me show you one new feature in CS4 that has to do with them.
04:24If I have a text frame, I will just drag one right here. Here is my text, and
04:33hit Return, I can import a Snippet as in Inline Graphic. Let's actually make
04:38this little bigger, and then go to File, Place, select the Snippet, and I'm
04:46going to turn on Replace Selected Item. Now in CS3, if you did this, even if
04:50you had your cursor blinking inside of the text frame, you will still end up
04:54with the loaded snippet cursor. You couldn't directly import it into a text frame.
05:01You will see that it automatically appears in InDesign CS4. Another new file
05:06format that may affect how you are working right now is the new file format for
05:10InCopy. If I select the text frame, and I could choose File Export as before,
05:15or go directly or to the InCopy menu, or use the Assignment panel, a new file
05:20format for InCopy story is ICML. And again there is that ML for Markup
05:26Language. In the Format dropdown menu, this is an InCopy Document CS4 style,
05:32you could also export it as InCopy CS3 Interchange, which reverts back to the
05:37CS3 style, INCX. Now that's what most interested people are using in InDesign
05:43in InCopy workflow, but I'm assuming many of you are, and if you like to learn
05:47more about this, you should watch my InDesign InCopy CS4 workflow Essentials
05:52Video. I'm going to Cancel out of there.
05:55And finally, let's talk about that Export Format, IDML, InDesign Markup
05:59Language. I'm going to go back up to the File menu, choose Export, and select
06:04IDML, and this is going to export the entire layout to a single file, similar
06:10to an INX file.
06:14Now if I wanted to, I could send this to somebody and they could open it up in
06:18InDesign CS4. There is the IDML file. So you see, it will open it, and convert
06:26it to an untitled InDesign document, similar to opening up an INX file in
06:30InDesign. So it is another troubleshooting technique to sort of clear out any
06:35kind of corruption, weirdness that's happening in a file. In CS4, you can use
06:39now both file formats to do that. You could export to INX, InDesign
06:43Interchange, and then reopen it right back up in the same program, or you can
06:47export to IDML, and open it back up.
06:49So what's the difference? Well, INX is really more for back savings; it's more
06:53for exchanging with somebody who has InDesign CS3. IDML is something totally
06:59new. Let's take a look at it in the Finder, and you can do this as well if you
07:03are in Window Explorer. If you select the IDML file, it's actually a compressed
07:09group of various XML files, and it is similar to a Zip. Now unfortunately, you
07:15can't unzip it, or decompress it OS10s built in Unzipping Utility. But you
07:21should have no problems doing so on Windows. You might need to change the
07:26extension from IDML to Zip, before Windows will pick it up and try to unzip it.
07:32On the Macintosh, you need a third party program, such as BetterZip, which is
07:38wonderful little utility for decompressing files, and here I have opened up
07:43sheet_v1.idml in BetterZip and now you can see what the ZIP file contains. It
07:49has various XML files in these folder, Resources, so it's got an XML file
07:55listing all the graphics in the Excel sheet document. All the fonts, styles,
07:59preferences. If there is XML information, it has the style, the Tags, Mapping,
08:05and vice versa. It has information about how the master pages are created, and
08:10each individual spread, as well as an XML file for every single individual
08:15story in this document.
08:17Now I came across a wonderful PDF called Anatomy_ of_ IDML. It is included in
08:23your exercise folder in Chapter 01 Formats. An Anatomy_ of_ IDML.pdf created by
08:31Mike Rankin, who runs a wonderful blog called Publicious.net, and he did this
08:35anatomy of an InDesign Markup format file that explains in detail what each of
08:41these things contain, and also has a little tip about how to open these. Then
08:45you can open up these XML files in any text editor. He is using Oxygen, which
08:50is an XML editor for Macintosh, to take screen shots. Let me show you.
08:56The designmap file has a document root element and then with the list of
09:00everything else is in those packages, in those folders. And there is a Meta
09:05file, a list of all the fonts used in the document, again all in XML sort of
09:09tags. Graphics, the preferences that were used to create this document, not the
09:15application preferences, but the document preferences. Styles, BackingStories,
09:22the tags to styles, and the styles to tags for XML workflows, and description
09:27of the master page spreads, and document spreads, and every single story is
09:32listed. So like here is the actual content of one of the stories of a text
09:36frame in the document that my colleague exported to IDML.
09:40And the point of this is that if opens up the InDesign file format to anybody
09:46who needs to do some sort of document processing outside of InDesign. I mean,
09:50you could easily open up this XML file, and enter different text here for the
09:54content, and then when you open up that IDML file back in InDesign, you will
09:58have a new content. So you could imagine the possibilities of using scripting,
10:03or maybe third party who is going to come up with some sort of engine to take
10:07apart these IDML files, swapping new, catalog items, new prices that kind of
10:12stuff, and put it all back together again.
10:15Considered as a whole, I think the new file formats I have just gone over are
10:19evidence of two separate, but equally powerful goals that Adobe's InDesign team
10:24are perusing. On the one hand, you have got your Flash Integration/Cross Media
10:29Publishing Goal, like the new Export to SWF, and Export to XFL, to you being
10:34able to edit the file directly in Flash to those formats.
10:38Then on the other side, you have the new IDML format, that clearly signifies
10:43Adobe's Intent and opening up InDesign to more automated document processing
10:47solutions, kind of like a left brain and right brain approach. But to me the
10:51most exciting thing is that Adobe is still pushing this program to become the
10:55absolutely best page layout software for print publishing professionals.
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2. Smart Guides and the Smart Cursor
Working with the Smart Cursor
00:00One of Adobe's favorite words to apply to a feature is Smart. Like in
00:05Photoshop, we have got Smart Objects, Smart Filters, Smart Sharpen. Well
00:11finally, InDesign has some Smart features of its own.
00:15One of those that is going to be immediately obvious once you start using CS4
00:19is the Smart Cursor. I have opened up Bliss_Magazine from the chapter 02
00:25exercise folder and scroll down to Page 4 and 5, where there are some images
00:30around here. Now, it doesn't have to be this page that you are on; you can try
00:33this with any image. Take the Selection tool and just start dragging an image
00:37around and watch the cursor. Do you see that little readout next to it?
00:42When you drag an image around, that Smart Cursor is telling you the X and Y
00:49position of the object. Now, what X and Y position? If you look at it right
00:53now, it says the X is 9.72 something, something that is actually going
00:58according to the reference point, appear at the far left of the Control panel.
01:03So, if you are trying to position the left edge of this object, you can click
01:07in any of these left edge proxy points, I will just do the upper left-hand
01:10corner and then start dragging again and now, you see the cursor is reading out
01:15the position of the upper left-hand corner of this image because that's what I
01:18selected in the reference point.
01:20So that is different from the Info panel, which you might be thinking what is
01:26the big deal, the Info panel tells you the same thing; it gives you an X and Y.
01:29But the Info panel gives you an X and Y of where the cursor is, not really of
01:33the selected object. It does give you the width and height of the selected
01:36object which is always nice, but not the X and Y position, okay. So, I will
01:40close Info, and by the way, when you drag out ruler guides from the rulers, you
01:45also see the Smart Cursor and it gives you an up-to-date readout of the ruler's
01:49X or Y position as you drag, which is fantastic because that means you don't
01:54have to keep your eyeballs on that ruler anymore.
01:56Now, if you start dragging a corner of a selection, the Smart Cursor changes
02:02from X and Y to W and H, standing for Width and Height. So, it is now reporting
02:08to you the width and the height of this object and if you cast your eyeballs up
02:12to the Control panel, you will see next to W and H, the exact same numbers that
02:16the Smart Cursor is telling you.
02:19So, it is just a little easier when you are resizing to watch the Smart Cursor
02:23and stop when you want to resize to an exact dimension. Now, when you rotate
02:29with either the Rotate tool or the Free Transform tool then the Smart Cursor
02:33shows you the angle of rotation. So, I will choose the Rotate tool or I could
02:38just press R to switch to it. You will see the little icon here standing before
02:42the point of origin. As I start dragging, I'm just going to drag to the right,
02:46you will see that it's telling me that it's -20 degrees rotated and so on. What
02:52the Smart Cursor is telling me here again is the same as the readout in the
02:55Control panel at the top. So, you can see this Rotation field right here says
03:00this -35 degrees, which is what the Smart Cursor tells me. So, I'm just
03:05pressing and holding sort of nudging a little bit to wake it up.
03:08That's the Smart Cursor. Now let's now try that with the Free Transform tool,
03:14which is down here. And rotate with the Free Transform tool, we also get the
03:20Smart Cursor. Now, what would be nice if while you are dragging with the Free
03:27Transform tool, that you got a cursor readout that told you the kind of scaling
03:33amount that you are applying to the object that you are dragging around, watch
03:37the scaling fields directly above this image as I drag it. The Smart Cursor is
03:42not quite that smart; I guess this is version 1.0 of the Smart Cursor. So, all
03:47of the cool things that we wished, the smart cursor would show, not quite yet;
03:51still even just having the Smart Cursor available for when you are dragging
03:55things around or resizing them is pretty handy.
03:59If that Smart Cursor is bugging you, you can go to Preferences, which on the
04:02Mac is under the InDesign menu; on a PC, it's the last item under the Edit
04:06menu. Go to Preferences and go to Interface, and if you don't want to see the
04:12Smart Cursor, turn off this check box, Show Transformation Values. Then if I
04:19had that turned off and I start dragging something around, we don't see any
04:22Smart Cursors around. But you do see some other things sort of flashing around
04:25if you drag things. These little alignment guidelines, well that is a topic of
04:30another video using Smart Guides in InDesign.
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Using Smart Guides to align objects
00:00As you drag and transform objects on the page in InDesign CS4, you will see
00:05Smart Guides, sort of wink on and wink off. All right, that's because Smart
00:09Guides are turned-on by default in Preferences.
00:13And Smart Guides helps you align things and transform them on the page, without
00:19having to make multiple trips to the menus, or to the Application Bar, without
00:24having to clutter up a layout with 10, 000 Ruler Guides, and so can really save
00:29you a lot of time, when you are working on a busy layout.
00:32I want to adjust those Preferences for this video. So go up to your Edit menu
00:38if you're on Windows and choose Preferences from the last item in that Edit
00:42menu, or if you are on Mac, go to the InDesign Preferences.
00:46You will find all the Smart Guides Preferences are surprisingly enough with
00:50Guides and Pasteboard. So all the Smart Guides are turned-on by default. I want
00:54you to do two things here. First turn off Smart Dimensions and Smart Spacing,
00:58which I will be covering in a different video.
01:01And second, because so many pages of Bliss Magazine has this green background,
01:06I want to change the color of Smart Guides to something that's a little easier
01:09to see, and you will see that dropdown menu is here underneath the controls for
01:13changing the colors of all the other kinds of Guides. So change it from Grid
01:17Green to something dark like Brick Red or Burgundy or Purple. I will choose
01:22burgundy, and then click OK.
01:25Now that you see at the top of page 3 and 4 of Bliss magazine, there is this
01:30blue bowl filled with this beautiful chocolate candies, just start dragging
01:35that around, and you will see this little Burgundy Guidelines pop in and out
01:40that tell you when the object that you are dragging is aligning with something.
01:44For example, right now there is a horizontal line that is extending from the
01:50frame that I'm dragging, to the top of the sidebar on the right. It's telling
01:54me that the center of the frame that I'm dragging is perfectly aligned with the
01:58top of that sidebar.
02:00Let me just drag over here to the Pasteboard. I'm sort of pushing the window over
02:05because I want to show you that when you are dragging things in the Pasteboard,
02:10Smart Guides are not paying attention. It's only when a part of the object
02:15is on top of the page that you will see the Smart Guides start to appear.
02:21Let's take a different object on this same spread, this small picture of
02:27chocolates here, and start dragging it around, and watch the Guidelines as you
02:33drag. See if you can tell when it's aligning with something. That you see how
02:37there is a pink guy coming out from the center of it, it's telling us that it's
02:41actually aligning. Most pink guides mean that it is aligned with the center of
02:47the page to the left, so this pink margin or the Magenta Guide is here.
02:52So not only the Smart Guides tell you when one object is aligning with the edge
02:57or the center of another object, but also with Page Elements, like the center
03:01of a column. Watch, you see how I drag this image, and now it's showing me a
03:05vertical, Guideline is telling me this is now exactly in the center of the column.
03:09As I said, you can see Smart Guides even if you can't see the Ruler Guides.
03:13Let's check that out. We will go up to the Application Bar, and where you will
03:20turn-off Guides, and then start dragging that same image around, you will see
03:25the Smart Guides are still appearing. Go back up there, and turn Guides back
03:30on, and also notice that Smart Guides can be controlled here as well, turned-on
03:36and off, and let's switch to preview from the Screen-mode widget. In Preview
03:44mode, all Guides are hidden, unless you select something, and then you see the
03:49frame edges of that item, but all the Ruler Guides, and Margin Guides, and
03:52Column Guides are hidden.
03:54But as you drag an object or objects, if Smart Guides is enabled, you will see
03:59them also in Preview-mode, which is incredibly useful, because you can do some
04:04page layout work in aligning right here without all the distractions of every
04:08other Guideline known to men.
04:10One of the tip that I want to tell you about Smart Guide, is that what it
04:14considers to be potential alignment point, depends on your Zoom level, so if
04:19you've zoomed out, and you are seeing most of one or two pages, it's looking at
04:23every single thing on those two pages. If you are just trying to align this
04:27object, say with this guy, and you don't really care about objects in the left
04:31hand side of the page, what you should do is Zoom in, so I'm going to press
04:35Ctrl + on a PC or Command + on a Mac, a few times, and filter down what Smart
04:44Guides will consider, and now I can just drag and you will see that it only
04:48considers objects that are within the window, and not everything else on the page.
04:53So right here it's telling me that the center of this picture is aligning with
04:57the top of this text frame. But if I want to align the top of this image to the
05:00top of that image, then I drag up and wait for the Guideline to appear. Smarter
05:06line is in effect not just when you are dragging objects, but also when you
05:11haven't decided what you want to create. I'm going to de-select all from the
05:15Edit menu, and switch back to normal view. When my Type cursor is in Frame
05:25Drawing mode, look at that little white arrow that appears there, letting me
05:29know that it is currently in alignment with something.
05:32Let me move around my screen here, and try another shape, say that I want to
05:39drag out a frame. Watch how the cursor gains that little arrow that pops on and
05:45off when it's in alignment. That means that if I drag out of frame, this is
05:48going to be perfectly in alignment with the image to the left.
05:53In addition to seeing that smart alignment arrow appear with your cursor, as
05:57you are just moving the cursor around on the screen, Smart alignment also works
06:02with the direct selection tool, when you are working on individual points. So
06:07say for example, I'm just going to drag out a curvy path here, and grab one of
06:16these points with my Direct Selection tool.
06:19Let's say that I wanted to move this point up to align with this point. As I
06:24drag up, look at that, it is telling me when it aligns perfectly. So remember
06:33you can control whether the Smart Guides appear or not from two different
06:38places, one from the Application Bar, go down to View Options, and you can turn
06:43Smart Guides on or off, and you can also go to the View menu down to Grids and
06:48Guides, turn on and off here, and there's the command key shortcut, Command+U
06:53or Ctrl+U. The exact same one that you use in Illustrator, if you are
06:57accustomed to and familiar.
06:59Now what they are going to turn on and off is what you have turned on and off
07:01in Preferences. Before you do anything else, be sure to go back to Preferences
07:06and turn on all of your Smart Guides.
07:08On a Mac, go to InDesign Preferences and choose Guides and Pasteboard, on a PC,
07:14go to the Edit menu where you will find Preferences, select Guides and
07:18Pasteboard, and make sure that these two options are turned back on.
07:22I will be covering Smart Dimensions and Smart Spacing, and Smart Rotation,
07:26which is part of this, in the next video.
07:29I love how the new Smart Alignment Guides help me to layout sharp looking pages
07:33without having to drag out 10,000 Ruler Guides, just everything can be done
07:37right on the fly.
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Using Smart Guides for dimension, spacing, and rotation
00:00Besides helping you match-up the X and Y positions of objects on the page,
00:04Smart Guides can also help you match object dimensions and the spacing in
00:08between objects and even the rotation of the various elements on the page. All
00:13without having to open a single dialog box or clutter up the layout with tons
00:17of ruler guides. Let me show you.
00:19I'm in the same document as we were for the other videos in this chapter, but I
00:23have scrolled down the spread, I'm on page 7 of Bliss_Magazine. So if you could
00:29go ahead and scroll down and sort of center Page 7 on the screen, where I have
00:32just some random artwork. Before we start working, we need to go back to
00:36Preferences because in an earlier video, I had turned off a couple of the Smart
00:39Guides Preferences to keep things a little simpler when we are first learning
00:43about it. So, let's zip back to Preferences, on Windows, go under the Edit menu
00:48and choose Preferences; on a Mac, go to the InDesign menu and go back to
00:52Preferences, Guides & Pasteboard. Down here in Smart Guide Options, turn on
00:59Smart Dimensions and Smart Spacing. All four of these are turned on by default
01:04when you install InDesign. Also, let's go back to the Interface preference and
01:09turn Smart Cursor back on; we turned that off earlier. So, remember, it doesn't
01:14say Smart Cursor anywhere, but except for here, Show Transformation Values
01:18enables or disables the Smart Cursor and then click OK.
01:21I think it will be a little easier to concentrate on the guidelines that Smart
01:26guides is throwing up there, if we go and work in Preview mode. So, you can
01:30switch to Preview mode by tapping the W key that's a default shortcut as long
01:34as you have the Selection tool chosen or anything other than text or we can
01:39come right up here and choose Preview from the Application Bar widget. And
01:45let's zoom in a bit; I'm going to press Ctrl++ or Command++ a couple of times
01:50to remember that you can control Smart Guides to some degree by zooming in on
01:56the objects that you want to align, otherwise, the Smart Guides takes into
02:00account everything that's inside the window and we will start aligning the
02:03things on a page next to the current page that maybe you don't even care about.
02:07What we want to do is we want to change the width of all these images to match
02:12the width of this image, which is a picture of vanilla beans. I don't need to
02:16select the picture of vanilla beans, to see what the current width is, all I
02:19need to do is select any of these images and start dragging and there is the
02:26Smart Cursor appearing. And as I drag to the left, drag on the handle, notice
02:30the dimension lines that are appearing below this image. The dimension line
02:34below the picture of the candy and then the picture of the person holding the
02:38little ball of cocoa butter on the right are matching, meaning right now, this
02:42image is exactly of the same width as that image.
02:45You keep dragging and you will see the dimensions lines pop up matching other
02:49elements that are inside the window, whatever you can see. So, we keep on
02:53dragging until we see them appear on the rotated picture of the vanilla beans.
02:58And we can do the same thing with height if we wanted to. So, if I start
03:01dragging up on this bottom handle and then watch for that vertical dimension
03:05lines to appear, now I know that this image is exactly of the same height as
03:09that other image. And then I could do something like choose Fitting, Fit
03:15Content Proportionally to get that perfectly sized in there, if I wanted to.
03:19So, let's do the same thing; match the widths of these two images in the middle
03:23with the picture of the vanilla beans. So, I just drag and now, you see all
03:27three of these width dimensions match and the same thing for this one.
03:31Now, let's talk about Spacing. First, I'm going to just drag the picture of
03:37these cocoa beans close to this picture on the left and you see the Smart
03:41Alignment Guides tell me that they are currently aligning perfectly at the top.
03:46Now, what I want to do is, I want to drag this picture to the left so that the
03:51space between this picture and the picture of the cocoa beans is exactly the
03:55same as the space between the picture of the cocoa beans and the picture of
03:58candy. So, I'll get up to the align the top and then start dragging left and
04:02watch for the Spacing Guides to appear. So, you get these little lines have
04:08sort of call out in the color of the Smart Guides and tell you when the spacing
04:12matches. Let's do the same thing for this one. You want to match the top corner
04:18with the top edge of the other images. So, I think you get the idea and now,
04:23let's talk about matching Rotation Amounts.
04:26I want to rotate the picture of this candy so that it matches the picture of
04:32the vanilla beans. You select it and then switch to the Rotate tool or this
04:37will also work with Free Transform, but the Rotate tool is right here or you
04:40just press the letter R and there is the little Point of Origin icon meaning
04:46it's going to rotate around that corner and then start dragging either up or
04:50down, we want to move up. And you can see that the Smart Cursor is telling you
04:54it's now rotated two degrees. Take a close look at the upper left-hand corner
04:59of the image that I'm rotating and you can see the Rotation Smart Guides appearing.
05:04As you drag, the rotation shows you how much the angle of rotation is and what
05:09we are doing now is keep an eye on both that image and the picture of the
05:13vanilla beans because when the rotation matches, you will see the Smart
05:18Rotation Guides appear on the picture of the vanilla beans as well. You see
05:23blink-on and blink-off, so it takes a steady hand. There we go. And also,
05:28notice that the Smart Guides change their color to match the actual current
05:32Smart Guide. When they are not in alignment, they are kind of like the
05:35complimentary color of the Smart Guides. When they are in alignment, they
05:39blink-in and they go into the regular color of the Smart Guides.
05:42So now, these two elements are precisely rotated the same amount. Let's do that
05:47with this one as well. So, I select this image, switch to the Rotate tool by
05:51tapping the R and start dragging upwards, watching for the matching and
06:01rotation guides on the other picture, there we go, and release. I think you can
06:05see how Smart Guides in InDesign CS4 will be able to save us all loads of time
06:10when we need to precisely align, resize, space-out and rotate objects. I know
06:15that I still will be using the Align panel once in a while, I assume. Let me
06:20open it up, but in general, I think what we can do is say bye, bye to the Align panel.
06:26Bye, bye!
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3. Smart Text Reflow
Auto-flowing text with Smart Text Reflow
00:00Well, you have seen Smart Cursor and Smart Guides, now here is another new
00:04smart feature in InDesign CS4, Smart Text Reflow. Like Smart Guides, it's on by
00:11default. So let me show you how it works.
00:14First let's make sure it's turned on by default in your copy of InDesign in
00:18case you have been messing around. Go to Preferences under the InDesign menu on
00:21a Mac, go under the Edit menu on a PC and choose Type. The Smart Text Reflow
00:27controls are down here at the bottom of the Type panel inside Preferences and
00:31as you can see it's turned on by default, however it only goes into effect with
00:36master page text frames. So Limit to Master Page Text Frames is checked and it
00:42will add pages to the end of the story. So let's see how that works.
00:46Again it's only concerned if you are working in a document that has master page
00:50text frames, which a lot of InDesigners don't use. But a lot of people who will
00:55create long documents or textbooks and things like that they do use. Now I have
00:59created a document here, it's called Long_Doc and it is inside your Chapter 03
01:04folder, go ahead and open it up. It's just one page long. There is some text
01:08here on the Pasteboard and this one page does have the master page text frame here.
01:13If you open up the Pages panel, and look at the icon of the page, it's based on
01:19master page C and if you look at master page C, the master text frame, I just
01:24double-clicked it, to make it active, you can see that it has two text frames
01:28that are threaded together, which is a master page text frame. So you go to
01:33page C and it is not overridden yet, okay I can't really select it but it's
01:36there and what we are going to do is we are going to place a story, you can go
01:40ahead and close the Pages panel.
01:43We are going a story into this frame. So go to the File menu, choose Place or
01:48press Command+D or Ctrl+D and what we want to place is the first chapter of
01:54Emma by Jane Austin which is actually in the public domain right now, I got
01:59this from gutenburg.org. Click open and you have the loaded cursor as usual and
02:05if you hover over the master page text frame, you will notice that the cursor
02:08gets the usual parenthetical sides instead of a square icon, kind of curvy icon
02:15and normally you would hold down the Shift key to Auto Flow this entire story
02:19and add pages as necessary.
02:20But you don't have to do that with Smart Text Reflow. All I have to do is click
02:24right inside this frame, wait a second and you will notice that there is no
02:28overset, it actually went ahead and Auto Flowed the rest of the story because
02:33Smart Text Reflow is turned on.
02:37So it went all the way up to page 6. Let's zoom out a bit with Command+Minus or
02:43Ctrl+Minus and you see this Pasteboard text over here, just go ahead and drag
02:47that down to the bottom of the page 6 and then choose Fit in Window again, so
02:52we can see it a little closer, this is actually Chapter 2. So Smart Text Reflow
02:56works with placing files into master page text frames but also works with
03:02pasting. So select all of this text by clicking inside of the Type tool and
03:07then go in to Edit, Select All or press Command+A or Ctrl+A, copy it to the
03:11clipboard, click an Insertion point after the last line of Type and Paste, and
03:23notice that it also created an extra page in that case. So it works with
03:27placing, it works with pasting and it works with typing.
03:30So let's say, oh, I think that Jane Austin should have added a couple more
03:34sentences here because she didn't really finish off this chapter. I just hit
03:37Return a few times. So you will see the Overset indicator appear briefly and
03:43then it creates a new page and you can continue typing. This is a feature that
03:47many people ask for so that you don't always have to manually flow the text
03:52frame on to a new page, InDesign will do it for you by default.
03:55Now I know that a lot of you are thinking well that's pretty cool but none of
03:59my projects use master page text frames. I would just go ahead and Auto Flow
04:04according to the column guides and margin guides, that's what I usually teach
04:08people to do. Well that's what I have got anyway, but what is very cool is that
04:12Smart Text Reflow can work even with regular document page text frames and
04:17that's what I will show you in the next video.
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Using Smart Text Reflow with any story
00:00The new Smart Text Reflow feature is on by default in InDesign CS4 but it only
00:05works for stories that are based on a master page text frame. If you seldom use
00:10master page text frames but you would still like to use their cool Smart Text
00:13Reflow feature, the one that automatically adds pages and threaded frames to
00:17the story as you type or paste, you can do so, you just think to tweak
00:20Preferences a little bit.
00:22So as an example file that we can play with, I have created this two page
00:26document called Long_article.indd, and I would like you to open it up from the
00:30Chapter 03 exercise files. I'm just zooming out a bit so you can see what it
00:33looks like. It's just a two page document.
00:38Let's go to Preferences and make sure that Smart Text Reflow is on at the
00:43default Preferences before we begin and on the Macintosh go to the InDesign
00:48menu and choose Preferences > Type; on Windows go to Edit and choose
00:53Preferences > Type. This Smart Text Reflow control area is down here at the
00:57bottom of the Type panel and the default setting should be that Smart Text
01:01Reflow is on and then it is limited to master text frames.
01:05So go down to the end of the story on page 2, and double-click at the bottom
01:11there to switch to the Type tool. Let's zoom in a bit so we can see what we are
01:14doing. See where it says Start Typing Here, that's what I would like you to do.
01:17Just start typing something, anything you would like, just start typing
01:21something. All we want to do is cause an overset. So you wait for Smart Text
01:27Reflow to wake up and no it's not going to wake up. Why? Because this text
01:30frame is not based on a master page text frame.
01:33So you are still going to get the regular oversets. What I would like to do is
01:37Undo to give it the text that you typed and this time let's turn off Limit to
01:42Master Page Text Frames. Go back to Preferences > Type under the Edit menu. If
01:48you are on Windows, Preferences > Type. And just uncheck this box. That's all I
01:52want you to change. Just that, click OK and type again. Start typing anything
02:01you want right here, give it a second and there you go.
02:05Another page gets added. And if you select the text frame with your Selection
02:11tool-- Let's turn that on and now it shows text threads again. Then you can see
02:16how it automatically created not just the additional page but it also
02:20automatically created a series of three additional threaded text frames and the
02:25reason it's doing that is because this master page just has these three
02:28columns. And this is what Autoflow would do, if you had Autoflow to File.
02:32Now I want to delete the extra text so there is nothing on that second page,
02:38and you see it just sits there. You can have Smart Text Reflow automatically
02:43delete empty pages as you are editing text. You will need to change something
02:47in Preferences and I think the best way to do this here is let's revert the
02:50file to go back to how it was when we first opened it up. Go to File and choose
02:54Revert and click Yes Reverts when it says, Are you Sure? And go back to
02:59Preferences, this time I'm just going to press Command+K or Ctrl+K on windows
03:03to jump to Preferences, choose Type and what I want to do is turn off Limit to
03:08Master Page Text Frames but turn on Delete Empty Pages.
03:13All right, so let's go ahead and type some extra text, wait a second, it's
03:19going to add a page, now just go ahead and press the Delete key or Backspace
03:24key to delete that extra text and it deletes the extra page. Other preferences
03:29that you may want to take a look at, let's go back to Preferences that's with
03:33Command+K or Ctrl+K, choose Type, is that you can have it always add pages as
03:39Facing-Page Spreads. So it would never just add a single page, if you are on a
03:43right hand page and you add or paste additional text, it would never add just
03:47one page, it would add two page spread.
03:50So Preserve Facing-Pages might be something you want to worry about. For now we
03:54really don't care; we can leave it on or off. And then also where should the
03:57pages be added to? The End of the Story is the default; it will add additional
04:02pages wherever that story ends, even if it's in the middle of a document. You
04:06could also have it Add Pages to the End of the Section or to the End of a
04:10Document. So it wouldn't mess up any pagination that you've done, it will just
04:14add extra pages at the very end of the file, which is pretty useful I think.
04:18Let's leave it at End of Story, and click OK. Now as with the regular Smart
04:23Text Reflow which works whether you are placing or pasting or typing the Smart
04:29Text Reflow with regular text frame works the same way. We have some extra text
04:33on the left that I have prepared and just Select All with Command+A or Ctrl+A,
04:38Copy it with Command+C or Ctrl+C and we'll paste it right here at the end of the story.
04:44Command+V, Ctrl+V, wait a second and it adds the additional pages. I will zoom
04:48out with Command+-. Ctrl+-, and you see it added a whole pile of pages, and the
04:52pages get added according to the same master page where you are currently
04:57typing. So you can't really have it switched to different master page.
05:01Let's go to the very end, the last page that it has added and zoom in, and let
05:06me give you couple of tips and some more background information about when
05:12exactly the Smart Text Reflow kick in. If you've turned off the Limit to master
05:16pages, you may think well does that mean that I will never get an overset
05:19again? And actually that's not quite true. If you drag out of frame and type a
05:24headline here, Here is the world's best headline and I'm just selecting it all
05:33and making it larger and bolder and center it and then force it to be overset.
05:40You can wait until the cows come home. This is not going to create another
05:43page. So Smart Text Reflow doesn't work on just every single overset frame in
05:48the document. If you've turned off Limit to Master Page Text Frames, you will
05:52still often end up with overset text frames. If you don't want them to be
05:55overset, if you want Smart Text Reflow to take care of that, there are couple
06:00of things you need to first. First of all the story has to be threaded into at
06:04least two separate frames. So if I go ahead and below this overset text and
06:10drag it into another frame, still not causing an additional page, even if I add
06:17more text to cause an over set.
06:21The second rule is that you have to have this story spanning at least two
06:25pages. So I'm going to add a page just by pressing Command+Shift+P or
06:29Ctrl+Shift+P and then I drag this frame on to this page. And now we have one
06:36story that's spans two frames and it spans more than one page and just soon as
06:43I start typing into it to wake up Smart Text Reflow, you'll see that it went
06:47ahead and added a page.
06:48Let's take a look though. It didn't, no. Oh, I should add yet another small
06:53headline frame at the top. Let's go to View > Show Text Threads, you see that
07:00the story automatically went into the default text frame area here according to
07:06the master pages margin and column guides. The reason that you have these two
07:11rows that the story has to span at least two threaded frame and it has to span
07:15at least two pages, they don't have to be contiguous by the way, they can be
07:19separated by multiple pages is because Adobe figured quite rightly I think that
07:25people would go insane if every time they had an over set, you ended up with
07:28additional pages.
07:30It's not going to cross every single headline or caption that's overset to
07:34span additional pages. Only in very special situations like this one where at
07:38least two threaded frames are required to hold the story and those frames are
07:42separated and to choose separate pages will Smart Text Reflow kick in.
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4. Conditional Text
Developing multipurpose layouts with conditional text
00:00Conditional Text, now this is a very interesting new feature in InDesign CS4.
00:06If you are coming from Adobe FrameMaker or have had any experience with
00:10FrameMaker, you will no doubt see the value right away because FrameMaker has
00:14supported Conditional Text for a while and I'm sure those users are very happy
00:19to see InDesign pick it up. But for the rest of us who don't have any
00:22experience with FrameMaker or with Conditional Text, I think that a common
00:26reaction will be, why? I mean, what's the point? It seems a bit a mystifying at
00:30first. Why should you use it? When should you use it? That's what this chapter
00:34is all about.
00:35Now I have created a sample file that already has some conditions applied to
00:39show you how this works and to follow along just open up Bliss_Magazine-UK_US
00:46from the exercise files. And then move to page 8 and 9 in this layout, it's the
00:52last spread in the Bliss magazine layout that we have been working with for a
00:56while and go into Preview Mode. You can do that from the Application Bar widget
01:02or from any other way that you would like or just pressing the letter W.
01:05Okay, so let's imagine that you are developing Bliss magazine for two different
01:09markets, for the United States market and the UK market. And normally you
01:15create probably two different InDesign files, one for the US and one for the UK
01:19with different prices. For example, down here you have things in pounds, you
01:24might have a different URL. Over here instead of .com, it might be .co.uk or
01:30maybe you will have created a single file but using a UK layer that you would
01:35hide and show. I do actually have a UK Layer here in my Layers panel, which I
01:40reduced to icon view just to give ourselves more room.
01:44So if make the UK Layer visible, you will see like I will have a little deck up
01:48here, turn it off. But of course you can't really make just text selections
01:53into their own layer, you have to be in actual objects so how could I actually
01:57say well com should be on this layer but .co.uk should be on a different layer,
02:01it can't or like this word down here, Thanksgiving. Let me zoom in with
02:05Command+Plus or Ctrl+Plus. That would make no sense really in the UK. You might
02:09want to change it to a different holiday like let's say Boxing Day or
02:12something. I'm going to close the Layers panel.
02:14Well that's where Conditional Text comes in. Let's open up the Conditional Text
02:19panel and you won't find it listed here in alphabetical order. Its actually
02:24part of Type & Tables, so go down to Conditional Text. The Conditional Text
02:30panel is also part of one of the Workspaces. If you open up the Workspace
02:34Switcher from your Application Bar, its part of the Book workspace.
02:39So I have created a couple of conditions, one of them is US and one of them is
02:44UK. I'm like moving things around here so we can see the URL and the prices and
02:51the word Thanksgiving. If I make just the UK condition visible and not the US,
02:56by option or Alt-clicking in the visibility check box. Check that out.
03:02Thanksgiving changed to Boxing Day, . com changed to .co.uk and the prices
03:08changed from dollars to pounds. I will switch back to US by option or
03:14Alt-clicking and there is the US condition and the UK condition and the US
03:20condition and the UK condition.
03:22And I just did a few examples in these different text frames. Of course I could
03:26have made an entire article just appear or disappear based on the condition
03:30that was in. Now by default in any InDesign document, all text is
03:35Unconditional. So if I just click on a regular paragraph that has no conditions
03:39applied, you will see that there is a check mark next to Unconditional.
03:42Unconditional text means that the text will be visible at all times, it will be
03:47output to any print device when you export to PDF. It's going to appear unless
03:51you have segregated that to its own hidden layer but it's just a regular text.
03:56So all text is Unconditional and then when you want text though to appear or
04:00disappear based on which condition is visible then you just create new
04:04conditions by choosing New Condition from the Conditional panel menu or click
04:10the little New Condition icon just like you are creating a new style or a new
04:15swatch and you just make a text selection and apply that condition to the text selection.
04:20You can import conditions from other documents by choosing Load Conditions and
04:25you can synchronize conditions across a book, if you open up the book file in
04:31the exercise folder, Book 1.indb. This is not a real book, I just sort of
04:37quickly threw in a few documents from this Chapter and go to the Book panel
04:41menu and choose Synchronize Options, you see the Conditional Text Settings are
04:46one of the things that you can synchronize across multiple documents in a book.
04:51Now in Normal view, let's switch to Normal view from the Screen Mode widget.
04:58The presence of hidden Conditional Text is indicated by this difficult to miss
05:06hidden character; this orange icon along with the two dots above it. So if I
05:10Option or Alt-click on US, you see that it actually, that condition comes right
05:16after it-- if I show both conditions, this is what it looks like so because
05:21neither condition is hidden we don't see the little icon. As soon as you hide
05:25the condition then the icon stands in for hidden text.
05:30So the idea of Conditional Text as any FrameMaker person will tell you is to be
05:36able to single source a document for multiple purposes. Here we are doing a
05:40single InDesign document that will go to multiple regions but you might also
05:45want to create a single document for a textbook, to do both the student and a
05:49teacher edition. And I know lot of people are already doing that by using
05:52Layers but you can see you can combine Layers with Conditional Text so that
05:57within the same text frames some text can appear and disappear based on the
06:01conditions that's currently visible. When you set a condition to be visible and
06:05others invisible then when you print or when you export to PDF, only that
06:09visible text gets output.
06:11Now that you have seen a finished Conditional Text article, I think other great
06:16opportunities to use Conditional Text are when you are doing a multilingual
06:19publication. You could have some text that's just in French and some in English
06:23and some in Spanish and so on. Hiding and showing based on conditions, employee
06:28manuals, one version for some employee and other version for the supervisors or
06:33publications that will have different content based on if it's going to be
06:36commercially printed versus the PDF version that you are going to allow people
06:40to download.
06:41There are so many places where you can streamline your workflow by just
06:46creating one document and using Conditional Text to do many versions of that
06:50document. Now that you have seen a finished Conditional Text layout, one with
06:54conditions already created and applied. Let's do it from scratch ourselves. In
06:59the next video, you will recreate the conditions in this spread and I will show
07:03you some useful tricks to help you automate the process.
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Creating conditions and applying them to text
00:00Continuing on with Conditional Text, once again the scenario is that we are
00:05working with a single InDesign layout that we want to create a version for our
00:09UK customers and another version for our US customers. We have already
00:14completed the US version and have gotten started on adding some texts for the
00:18London version and normally I would take this frame and where it says Get Ready
00:22London and put it on to it's own layer and so on but actually I want to use
00:26Conditional Text to create our two versions.
00:30I have opened up the Conditional Text panel from the Window menu, if you
00:33haven't opened it up, it's under Window > Type & Tables > Conditional Text and
00:39all text is unconditional by default, wherever I click. So we want to create a
00:44condition for the US and the UK. Let's choose New Condition from the
00:51Conditional panel menu and call it US.
00:57And then you have your choice of indicators here. In normal view, text that has
01:02had a condition applied will have non- printing indicators applied to it. So it
01:08will be an Underline or Highlight and the Underline or Highlight will be Wavy,
01:12Solid or Dashed. And you can choose a Color. We will just go ahead and accept
01:15the Default Indicators. So we have created a condition but we haven't yet
01:20applied it. While we're here, let's go ahead and create the UK condition.
01:24So another new condition, UK. Unfortunately there is no add button here so that
01:29you can create condition after condition like you can with the new Swatches. A
01:33request for the next version of InDesign, yes I'm never satisfied. And let's
01:38select some text, let me zoom in. That way only one will appear when the US
01:44condition is visible. So I select com in the URL and then click anywhere in the
01:52US condition, which automatically puts a check mark on it.
01:57And notice that the indicator is this wavy blue underscore, remember I just
02:04double-clicked it so you could see wavy, light blue, underline. And if you hide
02:09the US condition, you will see that their text hides and instead is replaced by
02:13this non-printing hidden character.
02:16We want to add text that will only appear when the UK condition is visible. So
02:21you just start typing directly after the text and we will say co.uk and this
02:28text it comes in as unconditional by default and we want to make it a UK
02:34condition. So you see this as a different indicator. And now we hide the UK
02:40condition, and only US is showing. And to quickly hide all the other conditions
02:45except for the one that you click on, hold on Option or Alt while you click in
02:48the Visibility field, so there is the UK, and there is the US, and the UK and
02:55the US, and so on.
02:56If they are both visible, they come right after each other. Don't put a space
02:59or anything in between these two conditions. Okay so we also want to do that to
03:07the word Thanksgiving over here. I think that many users will start up by
03:12saying, Okay we want this as a Boxing Day, if it's for the UK, so I will just
03:17say Boxing Day and then I will select it and then -- okay that's the UK
03:22condition. And they select it and it suddenly disappears, that's because when
03:26you apply a condition, if the condition is currently not visible, it looks like
03:32you are making the text go away.
03:33So when you are applying Conditional Texts, make sure that the condition is
03:36visible, so that you don't freak out. Now whenever you have Conditional Text,
03:41unless it's just like additional text that you want to appear, if normally you
03:45are putting in Conditional Text to replace other text, so that means that you
03:50always have to create a condition for the text that's going to be replaced. So
03:54Thanksgiving is going to be replaced by Boxing Day.
03:58So in another words when you are using conditions to create replacement text,
04:02you always have to apply conditions in at least pairs. One condition should be
04:07disappeared while the other one is visible, and vice versa. So that's the US
04:12condition and the UK condition and we can test it with our Option+Click or
04:16Alt+Click test. Now there is the UK, and there is the US. And let's do our
04:23prices down here at the bottom.
04:25We have US prices, let me zoom out a bit with Command+Minus or Ctrl+Minus, I
04:30have a little ? symbol in case you don't happen to remember where the ? symbol
04:33is, so we will quickly go through here and apply the US condition to these
04:39prices including the $ symbol. That's where these Indicators come in handy to
04:46make sure that you have gotten all the characters that you want. And then I'm
04:51going to select this ? symbol and copy it to the clipboard. Click after the $8
04:58into the Pound, we don't want that space after it, and we will say 4. I'm going
05:03to select this, copy to the clipboard, so I can paste it in these other places.
05:08But now I will make sure that my UK condition is visible, remember that and
05:12then turn on the UK condition. And actually I think I will just copy this one,
05:20so that you get the idea I don't want to spend the whole time actually typing
05:23the prices. Because I selected it after I applied the condition then the
05:27condition comes in as well.
05:30There is one other place where we want to change the condition and that is this
05:34text. So if you want all the text in a frame to appear or disappear based on a
05:39condition, you can of course put on the layer but why not just select all the
05:43texts and apply the condition to it. So this should only appear when the UK
05:47condition is visible. And if I hide that condition then it just says 'Our new
05:53web site,' which actually was how this page already looked. It didn't have a deck.
05:56So maybe just for some regions, it will have additional texts. So Conditional
06:01Text can also be for additional, not just replacement text. You might find it
06:06little easier to test your work by going back to Preview mode, and then Option
06:13or Alt clicking on these conditions to see a change from the UK version. There
06:16is our Pounds and Boxing Day, the correct URL Get ready, London! To the US
06:22condition, com, Thanksgiving, $ and we don't have that extra text.
06:28And you can also apply conditions in the Story Editor. If I click in the word
06:34Thanksgiving and then go to Edit and Story Editor, you see that you can select
06:39texts and apply conditions as well here and you get the same kind of indicator.
06:43Now this little icon means that there is hidden conditional text and if you
06:48hover over the icon for a second, it will tell you what the hidden conditional
06:51text is and which condition is governing it, which I think is pretty cool.
06:56The one thing that I want to warn you about when you are working with
06:59Conditional Text is don't delete the hidden Conditional Text marker. You can't
07:03see that in Preview mode, let's switch back to Normal view and these hidden
07:08Conditional Text Indicators are a lot easier to see in Normal view and you
07:11don't want to delete them. So, for example, if I click in this text frame, and
07:18press the Delete key, you will always get a warning from InDesign saying if you
07:21do this, you are going to actually delete the text. So you are not just
07:24deleting the condition; you are deleting actual text from there that you can't
07:28really get back. So are you sure, you want to do that?
07:31So it's a good warning to keep an eye out for and so no, of course not, I don't
07:34want to get rid of that. Don't delete the Marker. So congratulations, you have
07:38passed Conditional Text 101. Fire up the next video to learn some tips about
07:43Conditional Texts including faster ways to apply conditions, how to combine
07:48conditions and working with condition Sets.
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Applying conditions quickly and creatively
00:00Now, that you know how easy it is to get started working with Conditional Text
00:04in InDesign CS4 and how to achieve quick results, I want to go a little bit
00:08beyond that and show you some more Conditional Text tricks and techniques.
00:12To start, open up the file I prepared called the Bliss_Magazine-Regions in your
00:17Chapter 4 exercise folder. Once it's open scroll down to the last spread in the
00:21document as I have right here pages 8 and 9, and you will see in the
00:25Conditional Text panel that I have added a few more conditions. If you don't
00:28have the Conditional Text panel open just go to the Window menu and choose it
00:32from the Type & Tables pulldown menu, Conditional Text.
00:36Okay, let's take a look at the price table down here. I'm going to click here
00:41and press Command and Ctrl+Plus a few times to bring it to the front. You can
00:46see that we have a price and then we have some hidden conditional text that's
00:51indicated by this orange hidden character. So we are looking at the US prices.
00:56If I hide the US prices and show the price in pounds, you see that the pounds
01:01price appears directly after the US price. So can you tell what happened? Well,
01:05I think this is going to be very typical once you get started with Conditional Text.
01:09You made the condition Price - dollars, but you forgot to apply it to the text.
01:12You could go through here and select every instance and click Price - dollars,
01:17Price - dollars and so on, but there are faster ways to do that. For example
01:21you can do it through Find/Change. Just go to the Edit menu and choose
01:25Find/Change or press Command, Ctrl+F. We can say search for a $ followed by any
01:35digit in this story where my cursor is blinking right here, and we want to
01:41apply a condition and the conditions have been added to the Change Format and
01:46Find Format within Find/Change. They are way down here right above XML. So you
01:52want to change the Format to Price - dollars.
01:57You have the choice to replace conditions already applied to this text or to
02:01add the conditions, because your text can have multiple conditions, as I'll
02:04show you in a second. Right now we want to replace the conditions, you can't
02:08have Unconditional plus Additional conditions, and say OK, and then we'll find
02:13the first instance, move this out the way and change and find the next
02:20instance. You could see it only found the dollar symbol on the 1 but not the 2
02:25because we just have one wildcard saying one digit, we could say two digits but
02:30then we wouldn't find just the single digit prices.
02:33Most InDesign users accustomed to see as you will know, well, this is a job for
02:36GREP, and luckily you can do the same thing with GREP. So let's undo with
02:43Command or Ctrl+Z a few times. It will show again price in Pounds and price in
02:48Dollars, and instead of doing a Text Find/Change we'll go to the GREP
02:51Find/Change. In GREP Find/Change we still want our search to start with this
02:56dollar bill sign, but because the dollar bill sign is actually a symbol that's
03:02used in GREP that it mean something, we have to what's called comment it out
03:06with a back slash, so that this means you want to search for a literal dollar
03:10sign, and then we want to search for one or more digits in a row after that,
03:17and you can do that from a GREP flyout menu and this is not new in CS4 but in
03:21case you really didn't explore this in CS3, you would find look for wildcards
03:26we want Any Digit and then go back to this flyout menu and choose Repeat One or
03:34More Times.
03:35Now if you want to -- if you think you're going to be doing this kind of search
03:40and replace throughout the document or in other document, you might want to
03:44save this little code and just call it Search for US prices, and then as with
03:53our text Find/Change, we just want to change the format of what it finds. We
03:57want to apply the dollars price conditions. And let's try this one say Find and
04:05it found the first $8, we'll change that, find the next one and it found the
04:09$10, and so I trust it, we'll just say Change All. Nice and fast.
04:14You can click Done. Now unfortunately one thing that you can't do with
04:18Conditions is you cannot include them in a style. It would make sense to be
04:23able to create a Character Style and include a condition within it, as soon as
04:29you apply the Character Style it also applies the condition, but they didn't
04:32include that with CS4. I guess it's too much worker or too much processing
04:36power, but it's a great future request for CS5.
04:39However, conditions do come through in InDesign tagged text format. That's the
04:45text format that InDesign can create that includes all the codes for InDesign
04:48styles, and if there is conditions there are tags for the conditions as well.
04:52So you can do some external document processing with Conditional Text.
04:57Now let's look at another technique or trick of the trade with Conditional Text
05:02that has to do with this Trade Name issue. So the issue in our scenario,
05:06remember sending up this magazine to different regions, is that this is a Trade
05:10Name Gift Creator, but the problem is that while this Trade Name is fine for
05:15our US and our UK customers, we have been told by our Latin American
05:20representative that 'Gift Creator' translates into something sacrilegious in
05:25Mexico. So we can't use this Trade Name. Instead we have a different Trade Name
05:29for Mexico. Let's make that visible, that condition. Regalodon, which means
05:34something like big gift.
05:35So just like we did with the prices we have applied an alternative condition to
05:41alternative text but we forgot to actually apply a condition to the text that
05:45you replace. So Gift Creator is what we want to show up for the Trade Name US,
05:54but we also want it to show up with the Trade Name UK. You might think or now
05:58you need to make a new condition for non -Mexican Trade Name or English speaking
06:03Trade Name, but no, you can just go ahead and apply the Trade Name for both of
06:08those conditions.
06:10So when you apply multiple conditions to the same text, it just gets multiple
06:16indicators. So let's zoom out again. Once we hide both of those trade names,
06:21there is the Mexican Trade Name, and once we hide Mexico, there is the US Trade
06:27Name or the UK Trade Name. By the way if while you're working with conditions
06:33you find the indicators to be bothering you -- let me close Character Styles.
06:38You can see the bottom of the Conditional Text panel there you have pop-up menu
06:42that lets you change whether or not the indicators are visible. So by default
06:46they are showing but they don't print. If you need them to print as well,
06:50because you need some sort of documentation, you should choose that before you
06:54go to print.
06:55If you don't want them printing and you don't want them showing up in normal
06:59view, choose Hide. I'll put it back to Show, and just let me quickly point out
07:06that back up here in Find/Change, when you are applying conditions with
07:12Find/Change, you can of coarse select more than one condition, that's why these
07:18are check boxes instead of a dropdown menu, and also that's why you have this
07:22option Add these conditions instead of Replace these conditions.
07:25So I think it's a very powerful concept to understand and very easy that we
07:29overlook, because it's not true for Swatches and Styles. With conditions the
07:34same text can be tagged with multiple conditions. Let's cancel out of here.
07:39Once you start adding multiple conditions you can give a little tedious
07:44switching from one scenario to the next. So let me go to Fit in Window, and
07:49right now here is the US version. I have turned on Trade Name US, Text US, URL
07:54US and let's hide the Price in Pounds. So we are good to go for printing this
08:00out for the US. Let's switch to Preview mode.
08:04Now let's say that we want to print out or export to PDF the UK version, well
08:09you have to turn on this one turn off this one, turn off this one turn on this
08:13one, turn off this one turn on that one, turn on -- well trade name US is the
08:17same but that might as well just to be complete about it, there, there is the
08:19London one. Oh Wait! We forgot to check something in US. Oh! There you are
08:23going to do this, and turn on this one turn off this one, turn on this one turn
08:27off this one, turn off this one and turn on this one.
08:29So it will get little tedious, and then we also have to do the Mexican one, and
08:33you might be doing a publications going out to five or six different regions or
08:37different audiences, however you're going to be printing this. That's when you
08:40should consider creating condition sets.
08:43Now you don't see the condition set controls when you first open up the
08:47Conditional Text panel. You have to go to the Conditional Text panel flyout
08:51menu to choose, Show Options, and now you can create a set from the pop-up
08:56menu. A set of conditions is similar to a set of layers like layer comes in Photoshop.
09:03So the trick here is that first of all you make the conditions visible that you
09:08want for a specific region. So gets it completely looking cracked and then you
09:12create a new set. You can't create a set and then edit the set, in other words.
09:16So we are going to Create a new set and we will call this US Edition, and then
09:22you make another version visible by turning on and turning off conditions. So
09:26we will do the UK blink, blink, blink, blink, blink like that, so there is UK
09:32with there URL, Get ready, London! There are pounds, and then you see the set
09:36says, well there have been overwrites to the US Edition. If you wanted to you
09:41could redefine US Edition, so I guess there's a sort of a way to edit it. So
09:44redefine US Edition would be say, this is the US Edition at the one I just told
09:48you, sort of like redefining a style.
09:51But instead what we wanted to do is Create a new set and this one is going to
09:54be called UK Edition, and now let's slip back and forth between the two.
09:59There's the UK Edition, there's the US Edition and UK Edition and so on, you
10:06can do the same thing with Trade name - Mexico; you can make a Mexican Edition and so on.
10:11Okay now I think that you have seen that this new feature of Conditional Text
10:15in InDesign CS4 isn't just a version 1.0 let's give it a shot and see if
10:19anybody likes it. They have really put a lot of thought into this, so by
10:22integrating conditions into Find/ Change and GREP Find/Change, by offering the
10:28ability to create sets of conditions and change the indicators for conditions.
10:32It's a pretty powerful feature right out of the box and I really encourage you to try it.
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Making images and frames conditional
00:00Think about the name of this new feature that I have been talking
00:03about, Conditional Text. It's only supposed to work with text, is the point,
00:09but are we going to let that stop us? No way, Dr. Bombay. We want conditional
00:13objects too. If I'm doing a regional publication wouldn't I want some of the
00:17images to be specific to that region perhaps? Of course I would. So let me
00:22show you how you can work around that silly name of that feature Conditional Text. Eh!
00:27What I would like you do is open up the document that I created called the
00:29Bliss_Magazine-Images inside your Chapter 4 exercise folder. And this time
00:34instead of working on the last spread of the document, we'll work on a first
00:38two page spread, pages 3 and 4. Here we have a CHOCOLATE 101, a featured story
00:43that's like a step by step with images.
00:46Now if I wanted to make these images conditional, perhaps I want to do a
00:50version of this story without images for a particular market or may be use
00:55different images or add more images depending on which condition I'm in. You
01:00really can't do it if you select something with the Selection tool. You can't
01:04apply a condition to something that you select with the Selection tool. You can
01:08only apply conditions to things that you can select with the Type tool. So, if
01:12I switch to the Type tool then I can apply condition. The thing is that many of
01:16you guys know the you can make pictures inline or anchored objects, meaning
01:20that you can select it with the Type tool and of course you can select tables
01:24with the Type tool as well. You can group frames and embed them as anchored
01:29graphics and select those with the Type tool. So in other words the name of
01:33this feature should be conditional things that you can select with the Type
01:37tool, but they just called the Conditional Text for short.
01:40So, let's make these images conditional. First, you need to select the image
01:45and cut it to the clipboard. We are just going to convert this free-floating
01:49image into an inline graphic as normal. This is not a new CS4 feature. But in
01:55case you need to refresh you select it with the Selection tool, you cut or copy
01:59it to the clipboard. I'm going to cut it and it's a good idea to paste it back
02:05in in a paragraph that's been formatted with auto leading, so that the text
02:10flow automatically compensates for the height of the image. So I'm going to
02:14double check that this style here is Basic Paragraph and then you have the Type
02:19tool and you choose Paste, all right, and so it goes right into text flow.
02:24Now that this object can be actually selected with the Type tool, I can
02:28maneuver my cursor to the left of it, I just press the right arrow key and then
02:34Shift right arrow selects the image, and then we close the Paragraph Styles panel.
02:38The thing is that I need to make a condition, so let's make a condition called
02:43Step Images Version 1 and Step Images Version 2, so we'll just do that really
02:48quickly. Up here in the Conditional Text panel menu and choose New Condition,
02:54we'll call this Step images for the UK and US and create another one Step
03:03images US and they appear right here. They might appear lower down in you panel
03:13and you can always resize the panel if you need to. So I still have this image
03:17selected and we want to make, this -- we will say these were going to be for
03:21the UK and so if I hide Step images UK, the image appears to disappear but of
03:30course it hasn't disappeared. It's right here where the Hidden Conditional Text
03:36Indicator is appearing.
03:38Now let's put a different image in its place for our US readers. I do have
03:44another image out here that we'll use as alternative image. So select that with
03:50the Selection tool, Cut or Copy to the clipboard, I'll just Copy this time,
03:56switch to the Type tool. You want to click in an insertion point directly after
04:02the Hidden Conditional Text Indicator and then Paste, and there is our new
04:10image. Again we want to select it. My cursor is blinking to the right of it, so
04:15I'm just going to hold on the Shift key and tap the Left arrow key once to
04:19select that and turn on Step images UK and select the Step images US condition.
04:28Let me click to deselect. So there is the US Version of this story, and now I
04:34hide that and there is the UK Version of the story. And if you have these
04:38inserts then you could show and hide everything both text and the objects that
04:43you made conditional.
04:44What about if yours doesn't lend itself to this kind of inline graphics? Like
04:48right here we have a series of images that are coming right inside the text.
04:53What if it's text or other frames that exists outside of the text flow, how do
04:57you make those Conditional? I'm going to zoom out to fit spread in Window with
05:01Command+Option+0 or Ctrl+Alt+0 on a PC, like let's say these three text frames
05:08you want to be conditional, maybe when the UK Version is visible this is what
05:14it says and when the US Version is visible it has a different title may be even
05:17a different by-line.
05:19How do we make this conditional, but again we're just going to turned this into
05:23an inline anchored graphic. So we are going to select these three frames and
05:27group them from the Object menu and then Cut it to the clipboard, switch to the
05:34Type tool, click an insertion point in any nearby text trend you know for sure
05:39is going to stay there or you don't want to do this like in the beginning
05:42because we don't want this anchored object to move with a text flow. So this
05:46might be something you do toward the end or with static text somewhere on the
05:50page and not to copy your editing, and then we Paste and it comes all weird of
05:56course. Don't worry about it.
05:58Move to the Selection tool and select that anchored group. Go to the Object
06:03menu and we are going to apply a custom position to that anchored object, and
06:06to do that you got a Object, Anchored Objects options. From the Position
06:12dropdown menu choose Custom and you could get very careful in entering all
06:16sorts of measurements, but for now I'm just going to say OK, and then just drag
06:22this guy where I want me him to go.
06:23So I think it is sort of like aligned right there and maybe up a little bit. Do
06:28you notice smart guys work with anchored graphics as well. So what is it that
06:33we make conditional? Well we have to make conditional its little placeholder,
06:38its Anchored Object Marker, this symbol right here. So we are between T and H,
06:45hit the left arrow key once. Now between the Marker and the T, I hold a Shift
06:51key select to the left, and I'm not sure if I really have this thing selected.
06:55Let me, zoom out and probably I would go to the Story Editor and make sure that
07:01that anchored graphic is selected in the Story Editor.
07:04So easier sometimes to work with anchored graphics that way. And while it's
07:07here then I would apply the condition called, let's say, this is going to be
07:12Step Images US, okay. So Step images US is showing and when I change to Step
07:22Images UK then it's hiding and of course I could create another frame that's
07:29anchored out here and apply that condition to it as well, but I think you get
07:32the general idea. If there is anything that you can select with the Type tool,
07:36you can make conditional and you can do all sorts of cool things once you
07:40realize that that's possible to do.
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Combining conditional text with Smart Text Reflow
00:00Here's a fairly common scenario: writers and editors write too much text.
00:04It won't fit inside the publication. When that happens you either need to cut
00:09the additional text or you need to re-purpose it,
00:13may be included in a PDF version of a publication, which doesn't have the same
00:18page limit requirements that a commercial Press does. And in that kind of
00:22scenario you can Single Purpose an InDesign layout for both the commercial
00:27printing version and the longer PDF version of the same publication, and not
00:33have to worry about oversets or empty pages.
00:35We're going to do this by combining two new features in InDesign CS4,
00:40Conditional Text and Smart Text Reflow. I covered Smart Text Reflow in-depth in
00:47a previous chapter in this video, so check it out if you'd like.
00:49So what we are looking at right now is the story that was written too long for
00:54the publication Chocolate 101, and you can see it if you open up the
00:58publication called the Bliss_Magazine- ShortLong.indd in your Chapter 4 exercise
01:04folder, run pages 2 and 3.
01:06What we are looking at is the short version of the step-by-step story. Janet
01:11Weiss wrote a wonderful much longer version of the story, and I have put the
01:16additional text over here in a frame on the pasteboard.
01:19What we want to do is we want to include this text in this story so that it is
01:26invisible on the additional pages that it's going to need from the Export to
01:30PDF. However, when we hide the condition, that is the long version of her
01:35story, those pages will be removed automatically, and so we have a document
01:40that fits in the signatures required by our pre-press people.
01:43So there are two things to do to get started. One of them is first of all;
01:47create the condition for this long text. I've put my Conditional Text panel in
01:51iconic mode over here in my panel doc, so I'm just going to click it to open
01:55it. If you don't have the Conditional Text panel open, you can choose it from
01:59the Window menu, Type & Tables > Conditional Text.
02:03I've already created the condition Long - PDF and all I need to do is apply to
02:08this text. So I'm going to click inside this text frame, press Command or
02:12Ctrl+A to Select All and then clicking the checkbox next to Long - PDF and
02:18there you see if I zoom in little bit more, there is the indicator indicating
02:24that this condition has been applied.
02:29The second thing I need you to do is to double-check your Smart Text Reflow
02:32Settings. It's turned on by the default, but only for text frames that are
02:36based on master Page text frames, which this document is not.
02:40So to double-check your Settings go to InDesign > Preferences > Type, if you
02:45are or on a Macintosh, if you are in Windows go into the Edit menu where you'll
02:49find Preferences > Type. And the Smart Text Reflow settings are down here at
02:53the bottom with panel. We want to turn off Limit to master Text Frames so that
02:58it works with regular document page text frames, and let's turn on Delete Empty
03:03Pages. And we do want to add the pages to the end of the story, sort of the end
03:08of the section or document.
03:10So, if it needs to add additional pages which it will for this long version of
03:14the story that spread will come directly after the current spread. We don't
03:18really need to turn on Preserve Facing- Pages Spreads, we're only going to have
03:22additional pages for the PDF version, and the PDF version people will just be
03:26looking at one page at a time.
03:27So now that we have edited our Smart Text Reflow Preferences we're good to go.
03:32Select all the text that's on the pasteboard that you have applied the
03:34condition to, with Command or Ctrl+A, copy to the clipboard, click F to the
03:40last sentence of the existing short version of the story and paste.
03:44Give it a couple of seconds and InDesign creates another spread, let me zoom
03:49out and fit this spread in the window.
03:53So InDesign created this additional spread here, and how did these images
03:58appear in the story because they're in that pasteboard frame as inline
04:02graphics, which is something that I covered in a previous video.
04:06So here's the long version of the story, and from here we can export to PDF,
04:11let's zoom out to see the entire publication. We can export this to PDF and
04:16then when we're ready to do a package for the printer or create a press-ready
04:20PDF to give to our commercial printer, we just hide the long condition.
04:25Once you had the long condition InDesign automatically deletes those empty
04:28pages because we had turned it on in Smart Text Reflow Preferences. So check it
04:33out for yourself, make the condition visible by turning it on, and it adds this
04:38additional spread with the images, we have 1, 2, 3, 4, 5 two-page spreads, hide
04:45it and it gets rid of that extra spread, now we have 4 two-page spreads.
04:52Now if you try this at home, boys and girls let me give you some advice. In a
04:57previous video when I was talking about Smart Text Reflow working with regular
05:01text frames, as opposed to ones based on a master Page text frame, I said that
05:05there were two rules that you needed to follow in order for this to work. One
05:09of them is that the story you have to spend at least two-threaded frames, in
05:13order for Smart Text Reflow to click in which this story does. In the other
05:17rule I said, was that the story have to span at least two different pages,
05:21which this story does not. Ah! But yes, it does. Where is it coming from? I
05:26actually sort of made a little trick in here, I created another frame that's
05:31empty on the other page and threaded it to this beginning frame, and when I did
05:37that the word 'These' got sucked into this little frame here, so I just clicked
05:41in front of the word 'These' and I inserted a Frame Break.
05:45If we look it in the Story Editor, there is a little, tiny marker up here that
05:51tells you there is a frame break.
05:52So inserting a Frame Break Character which I did from the Type > Insert Break
05:57Character > Frame Break forced the text to jump to the top of the next frame,
06:03and because now this story spans two different pages then Smart Text Reflow
06:08does work for this story.
06:10So I wanted to let you know that in case you say, "Oh! Let me try this," and it
06:14doesn't work for you. Make sure that this story spans at least two pages and
06:17two frames if you want Smart Text Reflow to automatically work with text frames
06:22that I'm pasting the master Page text frame.
06:24So, here in InDesign not only do we have this neat new feature called
06:27Conditional Text. But it combines so smoothly with Smart Text Reflow, I think
06:33it's really neat, and it's integrated so well with Find Change and GREP Find Change.
06:37I really think that conditional text is going to save us a whole ton of time
06:41and a lot of work, and it's going to open up all sorts of cool possibilities
06:44for multi-purpose publishing from a single source document.
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5. The Customizable Links Panel
Discovering the new features in the Links panel
00:00Adobe has done a ton of work with the Links panel in InDesign CS4. In fact,
00:05they've completely overhauled at the code that creates and tracks links so that
00:10the engineers could make the Links panel do all sorts of new tricks. Let's take a look.
00:15Open up the Bliss Magazine file in your Chapter 5 exercise folder and just go
00:20to any page in the file, it makes no difference and let's opens up the Links
00:23panel. Now my Links panel is over here, I could reduce it to Icon View and I'm
00:28using the Advanced Workspace, but you can also open up the Links panel from the
00:32Window menu or by pressing Command+ Shift+D or Ctrl+Shift+D on Windows.
00:37So the first thing I think that you notice is that all of the links have
00:43thumbnails now, which is pretty cool. It's a fast way to identify all the
00:46different links and your document without actually having to go to them in the
00:50layout. And then we also have this Link Info panel, it's open by default, close
00:55it now for a second because it can get a little distracting, we will open it up in a bit.
00:59At the top we have Column headers, Name; this one stands for Status if a file
01:04is missing or out of date. You could see a little icon down here, if there is
01:09nothing that means the file is okay. And the page number that it's on.
01:12Now we have page numbers showing up for links in CS3 as well, but they weren't
01:17actually linked themselves. So if I want to see where cocoa_butter.JPG is I
01:22could just click the page number and InDesign automatically jumps to the page,
01:27zooms in to select the image and it's selecting the image boundaries, not
01:32actually the frame. Even though I still have my regular Selection tool
01:36selected. So I can click on the image and it's actually part of the group. So I
01:40think that's pretty handy.
01:41Now back here in the main Links panel in the columns note that one of these
01:46guys has a little triangle next to it that means this is the category that the
01:50Links panel is sorting by, so it's sorting by page number.
01:54If you click it again, it will sort in reverse order. So just clicking sort of
01:58toggles ascending or descending order.
02:01And notice these two guys don't have page numbers. What's that about? Well,
02:04this is another new feature in the Links panel. They're called 'Parent
02:07entries.' If you've placed the same image or file multiple times in a layout,
02:13you are not going to see it repeated constantly throughout the panel, instead
02:17InDesign will group them into these parent entries and just tell you how many
02:21times you've placed the image. So this guy has been placed four times and this
02:26InDesign file has been placed twice.
02:28To see details about each one of those instances, just click the Show/Hide
02:33triangle to the left of the parent entry, and now these links are sorted in
02:37whatever sort order that you have. So here is the same entry on page 4 and on
02:43page 1 and here PB on the pasteboard.
02:47If I wanted the links to be sorted in a different way, I could just click that
02:53category name, and now the links are being sorted by Name or sorted by Status
02:58if I had different statuses here or sorted by Page Number, and I can reverse
03:02sort by page just by clicking again.
03:05What if I want the page number to be first? You just drag the Column Header
03:09over to the left. You can Resize the column headers, so if you have some really
03:15long names or short names, you can customize exactly how you'd like it to look,
03:20and there are ways to add more columns of information to the Links panel, that
03:24I'll be giving to you later on.
03:25Now let's take a look at that section that we've closed up when we first
03:28started, the Link Info area. Click that little Show/Hide Link Information and
03:33notice that when you have a link selected in the Links panel, the Link Info
03:39appears. And in CS3 the only way to see this information was to open up a model
03:43dialog box. In CS4 it's been integrated into the Links panel itself. So just
03:50look at cocoa_nut.JPG, and we see information like the format if it's CMYK or
03:55RGB, the status of the file if it's modified or missing the size, take a look
04:01at this, the Actual PPI and the Effective PPI information you can normally only
04:05get from the Info panel appears right here in Link Info. And much, much more
04:10information, in fact, this is just the tip of the iceberg.
04:13But again, I'll be covering this in a little bit more detailed later. The Link
04:16Info panel also has Previous and Next. So what you could do would be to sort
04:22all your links by name, Select 1 and then click the Next link and Previous link
04:30and just quickly see if they're the right resolution, or if you want to make
04:35the Links panel a little larger, notice that by default it includes the path.
04:40You could quickly check to make sure that all of the links are coming from the
04:43same folder. Pretty handy!
04:48So that's great in and of itself, but I got to tell you it can get a little
04:51tedious having to always select a link and then open up Link Info, especially,
04:56if I have it closed which I usually do when I'm working in a Layout, though
05:02double-clicking and a Link entry at the top of the Links panel in the main Link
05:06panel will open up the Link Info section of the panel.
05:09But I think the best solution would be to add the most important information
05:13about each one of my links, like say for example their scale resolution in
05:18Color space to the top part of the Links panel, to the main Link panel itself.
05:23So at a glance without having to select the link I could see lots of
05:26information about each one of the assets in my Layout, and you can do that by
05:31customizing the Links panel itself. That's why it's called Customizable Links panel.
05:36I'll be covering that in the next video.
Collapse this transcript
Customizing with panel options
00:00The completely overhauled Links panel in InDesign CS4 gives you a ton of a
00:04great information right off the bat and selecting any link inside the panel and
00:09clicking the link info Show/Hide button lets you get even more information.
00:15But folks, this is just a tip of the iceberg. There is so much more information
00:20you can get for each one of your links appearing down here in the link info
00:24area and you can choose to have some or all of these appear in the main Links
00:30panel so that you don't actually have to select a link.
00:35You could see your information appear to the right of every link name. So how
00:39do you do these cool tricks? With Links panel Options.
00:42I have opened up Bliss_Magazine.indd from the Chapter 5 02 exercise folder and
00:48your Links panel may not match mine exactly because I have been messing around
00:54with the columns in resorting them. But it is sorted by page number and when
00:58it's sorted by page number the parent entry type of links appear at its top.
01:03It's OK if your Links panel doesn't match mine.
01:05What I'd like you to do though is go to the Links panel menu by clicking in
01:09that little icon in the upper right- hand corner and choosing panel Options.
01:15Let's play around this for a bit. First of all, Row Size, it's referring to the
01:20row size of the top Links panel area and thumbnails, is turned on by default.
01:26If you like to see larger thumbnails then what you see, just go ahead and turn
01:30on Large Rows, and that's pretty cool, but if you have like 50 links, it's
01:36going to be a nightmare having to scroll back up and down. So let's go back to
01:39panel Options. I have a feeling that panel Options is going to be one of the
01:43first keyboard shortcuts I assign in my customizable keyboard shortcuts because
01:48I think I'll be going back and forth between that menu items quite a bit.
01:51We will switch back to Regular Rows; Small Rows are really too tiny in my
01:56opinion to work with. But I do like to have thumbnails showing up in Link Info
02:00as well, and you'll see when I'm done with this panel that the thumbnail and
02:05Link Info is always large, no matter which size you choose here for Row Size.
02:10So this Row Size is just referring to the top part of the Links panel, not the
02:14link information area that appears down here.
02:16Now this scrolling list is all the information and attributes that InDesign can
02:23possibly show you some place in the Links panel. The once that are checked are
02:27on by default and you have the choice of where you would like to see that
02:30information. If you'd like to see it in a column in the main Links panel like
02:35how Name is now and Status is, then turn on one of these checkboxes.
02:41If you'd like to see this information in a Link Info pane of the Links panel,
02:45then you enable these checkboxes, and as you can see many of them are checked
02:49by default. But for example, I would love to be able to see the Effective PPI.
02:55The resolution of my images after I scale them in InDesign right inside the
03:00main Links panel got me having to select the link and looking at the Link Info
03:04pane. So I'm going to turn that on.
03:06So you can have this information up here in both the top sections as a column
03:10and the bottom section as a list, if you would like, or just one of the other.
03:15Look at some of these other cool things. You could see the ICC Profile that's
03:18been embedded with any placed images like from Photoshop. Layer Overrides was
03:24turned on by default in CS3. You'd always see that weird looking eyeball icon
03:28next to a file if you had overridden some of the layers in a Photoshop or PDF
03:34or Illustrator document. And in CS4, it's turned off by defaults for the main
03:39link area but you do see it in Link Info. Something is transparent or not, its
03:43dimensions. I love this one here, Scale, I always turn this one on whenever I'm
03:47using CS4. Because it's so much easier than having to select the image with the
03:51Direct Selection tool and look in the Control panel to see what its actual scale is.
03:58You could see at a glance which layers something is on, may be you'd like to
04:01work with frame edges hidden, and that's usually your clue, it is the color of
04:05the frame edges to tell where an object is layer-wise. And so if you are using
04:10Layers you might want to turn this on, so you can get the best of both worlds.
04:14The File Path where it's stored on your hard drive; the Format, Link Type and
04:19then also some metadata from Bridge or any other kind of Digital Asset
04:25Management software program such as the Author or Title or Creator of a placed
04:31Photoshop image or PDF, any kind of file format that supports metadata embedded
04:37in it, can show up here in the Links panel. So I think that I'm going to turn
04:42on Author, also when it was last modified, number of sub-links, this is when
04:47you place an InDesign file to see if there are links with in that InDesign
04:52file, creation date.
04:54Now these are very interesting, Folder 0, Folder 1, Folder 2, Folder 3, what it
04:59refers to is, this is a placeholder for the name of the folder that contains
05:04the link. Let's turn that on. Folder 1 is a placeholder for the name of the
05:09folder that contains Folder 0. So by turning on a few of these and showing them
05:16either right at the top as a column and/ or in Link Info you can get an idea of
05:22where your placed images are coming from. What is the name of the drive that's
05:27storing the original file? You can just turn that on too.
05:30Now these guys Story Status, Number of Notes, Track Changes, this has to do
05:34with the InCopy, InDesign workflow. So if you are working in that work-flow
05:38that's where your designer sharing your layout with editors who are using
05:42InCopy, in that kind of work-flow the text frames get shared and InDesign users
05:48can embed notes; InCopy users can turn on track changes, stories can belong to
05:52a particular assignment, and so it's pretty cool that Adobe is supporting out
05:57work-flow as well in the Links panel. So you could select a link InCopy story
06:01and see what assignment it belongs to or if it has any notes or if the editor
06:05had turned on track changes.
06:07I will be discussing this in more detail in a different title that I do for
06:11Lynda.com called InDesign CS4 Workflow Essentials.
06:14So let's just say OK, see how everything changed. To know we have a ton of
06:20information and it doesn't really fit? So let me scroll this up and I'm going
06:25to just hover over the left edge of the panel and drag it off to the left. We
06:32have a lot of stuff here. Of course if you have two monitors this might be a
06:35lot easier to work with or if you have a larger monitor, so it wouldn't take
06:38up, two-thirds of your workspace.
06:40But take a look now at all the information that we have available to us at a
06:43glance. This is the effective resolution, if you forget what these little icons mean;
06:47by the way you can hover over that when you get the little tool tip right away.
06:51So the effective resolution of this cocoa_butter.JPG is 2000, and I go there.
06:57It's this guy that we have been looking at before, and that's the reason it's
07:04that much. It's because it's scaled down to 8.8%. And this is something that's
07:09been killing me ever since I move to InDesign from Quark Express. Because in
07:13InDesign it's very difficult to tell what is the scale of an image unless you
07:16jump through bunch of hoops. The Info panel wouldn't even show it to you.
07:20So I always turn on, show me the scale in the Links panel, and that way I don't
07:24have to do anything else other than just open the Links panel to tell what
07:27image's scale is?
07:28Under Author, it looks like the only piece of artwork in this file where
07:33somebody actually added an Author in the metadata field was this hot chocolate
07:38image. Yes, that seems sort of corporate image and they put the Author in as
07:45the name of the company. And then Number of Sub-links, I think, if we open up
07:49the InDesign file, let me resize the image so we can see the full name. This is
07:54a placed InDesign file and let's actually jumps to one instance of it. Here we go.
08:01This placed InDesign file is scaled 16 % and it has one sub-link, what is they
08:07are talking about? Well, there is one image here that is a link to the InDesign
08:13file, whereas Choco_catalog.indd3 meaning page 3 has 3 sub-links, and that's
08:22why it says 3 sub-links over here.
08:24Now I said, show me Folder 0, Folder 1, Folder 2, and these all happened to be
08:27on the same place. So they are all in a folder called Links, and the Links
08:31folder is in a folder called exercise files which is right on my desktop. But I
08:37think you can see how this would be very handy if you are bringing in links
08:40from all sorts of places, which is how I normally work when I'm laying out of
08:43publication.
08:45We always have the Link Info panel to show us more information, so if you
08:50select the link and then open up the Link Information panel. Now you'll see,
08:54there is the large thumbnail, remember we have turned on Show Thumbnail in Link
08:58Info, and then we have some of the same information here, plus more, such as
09:03the Full Path and the Creation Date and things like that.
09:07So it's really up to you, how you'd like to customize the Links panel, which
09:11information you'd like to see, where you'd like to see it, what sort order
09:16you'd like. Remember you can just click on these sections at the top to sort,
09:19so I'm sorting by Scale, sorting by Effective PPI and so on. If your Folder 0,
09:25Folder 1 and Folder 2 are showing different file, you could sort by that, so
09:28you could see all the images that you brought in from a particular folder
09:32grouped together.
09:33To save this, you need to save it as a workspace. Now it will remain persistent
09:38or you're working in InDesign and even after you click and you start up
09:42InDesign again, it's going to say this way, until the first time that you reset
09:46a workspace, to reset a workspace you go to the Workspace Switcher and choose
09:50Reset and then the name of the workspace that you are on or you can do the same
09:54thing from the Window menu, reset the name of the workspace that you are on.
09:57That's going to get rid of all of your customization.
10:00If you want to save it, you'd have to save this as a workspace. So to save the
10:05workspace you go to the Workspace Switcher, choose New Workspace on my Link
10:11Info and click OK, and now if I switch to Advanced, remember, this is sort of a
10:18new feature of CS4 it's just because you choose a workspace it doesn't mean it
10:21resets it. You actually have to choose Reset. Now the Links panel is in its
10:26default state.
10:27If I want to get back my Link Info customization, I choose the workspace that I
10:32saved with it.
10:33Well, I love having all this information at my fingertips. It is so much easier
10:37to manage a project when you are dealing with dozens or even hundreds of placed
10:41files and InDesign layouts and PDF documents and so on, and to be able to sort,
10:48to be able to quickly see which images are too low of a resolution or may be
10:52you grabbed it from the wrong folder, I would normally just right-click on an
10:56image and I'm something in the link file and say revealing finder or revealing
11:00explorer on Windows. Now I could just make sure that this information appears
11:04in Link Info or in the top of the Links panel and I only have to keep checking
11:08the Explorer Finder to see where I have grabbed that image from.
11:11I can think of so many ways that this is going to help me, and my staff and all
11:16of my students be much more productive, and really we just have a greater time doing it.
Collapse this transcript
New commands in the Links panels
00:00Anyone can place a file into a layout. What separates the girls from the women
00:04is how well you handle it, when things go blooey. When files go missing or
00:09people change their file names or the folders get zipped up and so on. How many
00:15times in my life have I spent tedious hours searching for missing links in the
00:19Links panel, scrolling through an endless list of stop signs indicating missing
00:24links? Unlike this layout, which is perfectly fine. Bliss_Magazine-Relink.indd
00:30is inside your exercise files for chapter 05_03.
00:34Still this is like a perfect unnatural situation. In my normal work life, I
00:39have all sorts of weird things happening here in the Status column with missing
00:42and modified links and that's why, I was thrilled to see that Adobe has added a
00:48whole bunch of great new commands to make re-linking much easier. For example,
00:52what would happen if I renamed the folder that all of these links were in? You
00:57can tell which folder a link is in by selecting it and looking at Link Info.
01:02Let me make this a little wider and scroll down here and it says that it's
01:08inside the Links folder.
01:10So, let's jump there really quickly. I'm just going to right click here and
01:13say, Reveal in Finder. If you are in Windows, it will say Reveal in Explorer
01:18and there is my Links folder. Let's rename this folder just to be evil. I'm
01:23going to call this Links-new name and then come back to InDesign. There is that
01:29beautiful Stop sign appearing, all these links are missing. So, what do I need
01:34to do? How do I fix these quickly?
01:37In CS4, one way is just to select all of the missing links. So, I'm just going
01:44to select the top one, Shift-click on the bottom one and selecting the missing
01:49links for the parent folder also, is the same thing as selecting each
01:53individual instance of that placed file. So, there is actually only one file
01:57that's misplaced. Then go to the Links Panel menu and choose Relink to Folder.
02:03So, this is the folder that I want to relink to Links-new name, it's already
02:07chosen for me; I will just say, Choose.
02:09Go and have a cup of coffee while InDesign do all the heavy lifting and there
02:13you go. I love that feature, and I don't know if you noticed but there was
02:18another little goody at the bottom of that Relink to Folder dialog box. I'm
02:22going to show you that in a bit. In the meantime, I want to show you a couple
02:25of little tricks that you can do. If there is just one image missing but it's
02:29been placed multiple times, you would see that the parent entry gets the Stop
02:34sign and instead of having to search through the entire list of links for all
02:38of the different instances of that one image, you can just right click or
02:43Ctrl-click, if you have a one button mouse, and choose Relink All Instances of
02:49this image or Update All Instances of this image or Embed All Instances of this
02:54image. So that also makes it a lot faster.
02:56Select any link and go to the Links Panel menu and you will see that there is
03:01this new fly-out menu called Utilities where they have gathered various
03:05commands together. So, all of the Version Q stuff is down here. Also, a search
03:10for missing links command, which has to do with new linking preferences, which
03:14I will get to in a bit. But this is where the Copy Link(s) to command is. This
03:18is a feature that I used a lot in CS3. It's a fast way to move selected links
03:23from one folder to another without losing the link association to the layout.
03:27It used to be up here in this list, so in case you are thinking, oh! They have
03:30got rid of it, no that's down here in Utilities.
03:33Here is XMP File Info that opens up the XMP File Info dialog box, which has
03:38sort of been slightly redesigned. You can see that it's bringing in some
03:42metadata, which has been slightly redesigned, but unfortunately, it is not
03:46editable and we are hoping that it will be fixed in an update.
03:51Back here in Utilities, you could also choose to Copy the Full Path or Copy a
03:56Platform Style Path. Let's see what that means. If I choose Copy Full Path and
04:01then I create a text frame and paste it, the full path started from
04:11Users/anne-marie and then that's the entire path to that file.
04:15Now, I think that's going to be very handy for people because though you can
04:18see that information if you select the file, you can see that information in
04:22Link Info right here, but you can't select it. And if you are doing something
04:29like database publishing or you are trying to track or coming up with a
04:33document that's tracking where all these images are coming from, instead of you
04:36having to retype this, you can just go to Utilities and choose Copy Full Path.
04:43Copy Platform Style Path copies a slightly different path. Let me drag out a
04:49text frame again for that and paste it in there and it starts out with the
04:57actual name of the hard drive and so on. It uses colons instead of backslashes,
05:03which I think is a little bit confusing, since OS 10 uses backslashes in this
05:07path names but I'm sure some engineer has a good explanation, why.
05:10All right, let me just zoom out to fit the spreading window, I just press
05:14Command+Option+0 or Ctrl+Alt+0 if you are in Windows and talk about another
05:19common situation that is fixed in CS4 and that has to do with editing original
05:24files. Let's say, in this document, I have scrolled to Page 6 and 7 that there
05:31is an image I want to edit and in this case, I select it and you can see that
05:35it's a PDF image.
05:37This is the Choco catalog and let's say that Oh! I got the wrong date; it
05:42should be 2008, not 2009 and I want to edit this and I think I will do it right
05:48in Acrobat that's a PDF. So, I hold down the Option or Alt key on Windows and I
05:53double click it and I'm running in Leopard right now and it opened up in
05:57Preview because Preview happened to be the default application to open a PDF.
06:02This happens to me all the time with GIFs and JPEGs where I normally do want
06:06them to open up in Preview or if I was in Windows in the Picture Viewer. But
06:10when I want to actually edit them, I prefer they open up in Photoshop or maybe
06:14Illustrator or Acrobat or anywhere other than Preview because you can't really
06:18do much editing at all in Preview.
06:21Now, people ask all the time, isn't there a way to set a different application
06:25that I can use to edit original. Though you can't really do that in InDesign;
06:30you can only really do that in Bridge and that used to be the work around for
06:33CS3. Even better in InDesign is that you can simply right click and choose Edit
06:38With. So now, I can say, yes, I want to Edit With and then it lists all the
06:42programs along with the default program for that file type.
06:46So, I want to edit with Adobe Acrobat Pro and here I'm and it's opened in
06:52Acrobat Pro. Now, let's see, let's change this to 2008, get there on to the
06:58Advance Editing type, there we go, 2008. And close the document, save my
07:06changes, come back to InDesign and it updates immediately. You can also choose
07:12get to Edit With from lots of other places; you can get to it from right
07:15clicking and also from the Edit menu. So finally, I love that new feature, Edit
07:22With. And then there is this really cool Auto Relinking feature.
07:26Let's say that in my document, I have some low res JPEGs, which I happen to
07:33have, if I come up over here to this little step by step at the Choco
07:38one-on-one story, these are pretty low res. What is a fast way to tell the
07:43resolution? Well, of course, I should add Effective PPI right here. So, I'm
07:48going to come up over here and go to Panel Options and look for Effective PPI
07:55and have it appear in a column.
07:57And I think, I will also add Color Space, there we go. Yes, it's a bad boy, it
08:05an RGB file, and it's only 155, that's also RGB and this little guy is also RGB
08:11and everything else is CMYK. There is nothing inherently wrong with having a
08:15mix of RGB and CMYK images in the same layout; I mean that's one of InDesign's
08:20strength after all. Most experienced InDesign users know that once you export
08:25it to PDF using any of the common press-ready PDF presets, InDesign will
08:29automatically convert those RGB images to CMYK, giving you the same end result
08:35as though you had converted the RGB, the CMYK in Photoshop before you replaced it.
08:40Still now, I've worked for enough clients to know that there are many managers
08:43who insist that there should be no RGB images inside an InDesign layout and
08:48they may very well have very good reasons. So, this could be something that you
08:52want to check for and replace. So, let's say that in this workflow, we are
08:56accustomed to placing low res images just for layout, just for design and then
09:00as one of our last steps before we sent it on to the commercial printer, we
09:04have replaced the low res with high res
09:06So, let's say, these are the three low images that we want to replace with the
09:09high res How can we do that because the high res image might have a different
09:13file extension, which they do; they are actually PSD files or TIFF files. You
09:17could, of course, relink one image at a time and relink to a completely
09:21different image with a different extension but you couldn't do it as a group;
09:25you couldn't grab a whole bunch of separate images and say, relink to the high
09:29res versions of all these please.
09:31No? Well that's because you are using CS3. So, when you are using CS4, you can
09:35do that. Let me show you what I mean. I'm going to select these three low-res
09:40images and relink them to their high res replacements. So, I select these
09:44three, I go to our friend, Relink to Folder that I used at the very beginning
09:49in this video and it was these guys that I mentioned earlier; these little
09:55extra things at the bottom of this dialog box. You could say, match same file
09:59name and extension, that is the default but you could say, match the same file
10:02name but with a different extension.
10:04So, I know that my high res files are in my chapter 05 exercise folder, 05_03
10:15right there and they all end with psd. However, they have the same beginning
10:20part of the name. So, this won't work if you name them choco_warmer low-res and
10:25choco_warmer hi-res; you have to make sure that you use the same file name. But
10:29now, I can say, match the same filename that use extension, psd, and say
10:34Choose. There they are with a much higher effective resolution at CMYK.
10:40One last cool thing to show you and that is in Preferences. Go to InDesign
10:45Preferences if you are on the Mac or under the Edit menu, choose Preferences if
10:48you are on Windows. Down to File Handling, now we have a rich little grouping
10:54of option from which to choose in the Link section down here. In CS3, there is
10:59only one item and that was equivalent to Preserve Image Dimensions When
11:03Relinking. So that's still here and it's still turned on by default.
11:07But there are two options having to do with what happens when you open a
11:10document. By default, as you know, when you open up a layout, InDesign
11:13automatically checks the link status. And if links are missing, it will do a
11:18little search for them. So, if the links aren't in the old location, it will
11:21happen to look for a folder called Links at the same level as the InDesign
11:26layout or maybe one or two levels above there. It's got the secret little
11:29algorithm that uses to search for missing links.
11:32But sometimes you are opening up a document and you know the links aren't
11:35there; they are on the server at work and you are working at home and it's
11:39going to take forever for you to check of the links and look for them. You
11:42would rather just open up and don't even worry about the link status. To do
11:45that, you just turn that off. So, you can turn off Check Links before Opening
11:49Document, which automatically turns off Find Missing Links before Opening Document.
11:55Once you open up the document, InDesign is constantly running a background
11:59process where it is checking for the status of all your files. And so, there is
12:04no way to say never check the links; it's going to check them at some point but
12:08this just allows you to get started a lot quicker working with your layout file.
12:13And then this little guy down here. I'm going to turn this back on before I
12:15forget, Default Relink Folder. Most Recent Relink Folder or Original Relink
12:21Folder. On our blog at InDesignSecrets. com, this question comes up about once a
12:25week; how come InDesign keeps going to the wrong folder whenever I go to place
12:29a file or relink a file?
12:31And here is your choice. If you say, whenever you want to relink, if you have
12:36chosen Original Relink Folder, that means that InDesign will automatically jump
12:41to the folder that originally have the image before you ever relinked it. If
12:45you choose instead Most Recent Relink Folder then the first time that you
12:49choose Relink while you are working in a project, it's actually going to go to
12:54the folder containing the InDesign layout itself and you will have to navigate
12:58to the folder containing the new image or the new version of the file that you
13:02want to relink to.
13:03But then, the next time that you relink that image or any other image in the
13:06layout, it's going to jump to that folder that you just relinked from. So the
13:10Most Recent Relink Folder, which is usually the one that you want if you do a
13:14lot of relinking because you are constantly relinking two folders contained in
13:18another folder on another server, for example. The default choice is Original
13:23Relink Folder. When you choose relink, it's going to the place where you
13:26originally placed the link from. But just keep that in mind that you do have a
13:30choice here in the Links Preferences.
13:34So, the redesigned from the ground up Links panel in InDesign CS4 makes it
13:39easier than ever to manage all the Link files in my layouts. You know what I
13:43think that Adobe has done here, has gone above and beyond what many users have
13:47found for. It's like an embarrassing wealth of goodies that are there and I
13:51can't wait to take advantage of all these in my projects.
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6. Image Layout Helpers
Using Auto-Fit to place images
00:00 The first 10 minutes into using InDesign CS4, you are going to start to notice
00:05 something strange and quite wonderful, whenever you place an image by dragging
00:10 out of frame with loaded place cursor and that is that it automatically fits.
00:15 It's called Autofit.
00:17 You no longer have to do the fitting dance, where you place an image by
00:21 dragging out a frame of course it doesn't fit and then you have to go up to the
00:25 Object Fitting menu and continuously do things like Fit Frame Proportionally,
00:30 Fit Content to Frame. Instead things come in perfect right from the get-go.
00:35 Let me show you what I mean. Open up the Sell_Sheet_1.indd document, which is
00:41 inside your Chapter06, exercise files in 06_01. Just a simple two-page cell
00:48 sheet for this chocolate company plus No.5. And then scroll down to Page Two
00:54 where we have some empty space and then move it over to left a little bit, we
00:57 will bring in images right here in the paste board. Then go to file Place and
01:03 choose any image that you would like, here in the Links-more folder inside the
01:07 Chapter06 exercise files.
01:10 I'm going to grab cocoa_butter.JPG, click Open and we get the usual thumbnail
01:17 preview. And that's something you can turn off and just close down in your
01:19 computer by the way in Preferences. And then also dragging right here in the
01:23 Pasteboard and notice, first of all look at the Smart Cursor.
01:27 The Smart Cursor is telling me what is the current Scale Percentage if I
01:32 release the mouse button at this point. So if I release mouse button then
01:35 Cocoa_butter picture would be at 18% scale of X and Y. So it is always going to
01:41 come in proportionally scaled and it's always to come in kissed with to the
01:45 frame that I'm dragging out.
01:46 Notice that even if I drag to the left, there is no way InDesign is going to
01:51 let me make this a disproportionately scaled frame. That's Autofit, and I don't
01:56 need to determine any preferences or change anything. That's how they come in
02:00 by default in CS4. So release the mouse button and here it is.
02:04 Now from this point on I could have of course gone ahead and crop the image, I
02:08 could double click on the image to switch to the Direct Selection tool and then
02:13 drag the image around within cropping frame and so on. Now let me show you
02:18 something, I'm going to get the loaded cursor back, I'll just press Command or
02:22 Ctrl+Z a few times to get the loaded cursor.
02:25 If you need to override what InDesign wants to do with the frame, you can go
02:29 head do that but you need to hold on Shift Key as you drag. So let's say for
02:34 example that I needed this image to come in a long horizontal frame. I can hold
02:40 the Shift key now I can go ahead and drag where I would like. Notice that this
02:44 smart cursor changes from showing me scale percentage to the width and height
02:48 of the frame.
02:51 When I release the cursor the image still comes in size proportionally so it
02:55 still autofits just as though I had gone up to the Object menu and choose
03:00 Fitting > Fit Content Proportionally.
03:04 If I go up to the File > Place and select a bunch of images and there is my
03:12 loaded place gun showing me the number of images that I have selected. I can go
03:17 head and quickly drag out a whole bunch of frames and they all come in fitting
03:21 exactly correctly. It saves all of us layout designers a heck of lot of mousing around.
03:28
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Placing via Contact Sheet Cascade
00:00In the older version of In Design in CS3, if you had multiple files loaded into
00:05the place cursor, you could use little known command to drop all of them in the page at once.
00:10You just have to hold down the Command or Ctrl and Shift keys and click. It
00:15wasn't very useful though, because you had no control over the image frame
00:18size. They all come in at 100% and they were overlapping like this. If you want
00:23see what I'm talking about open up Sell_ sheet_1-casacde.indd in your Chapter06
00:29exercise files, 06_02 to be specific. And then scroll down to Page 2.
00:39Here I have had, I believe, six images loaded and then held on
00:43Command+Shift+Click and this is how they would come in version CS3. Well they
00:48fixed that in CS4 and there is this really cool new feature called Contact
00:53Sheet Cascade. But lets get rid of this mess by just selecting them all with
00:59Selection Tool, just drag little marquee key around them all, and then press
01:02the Delete or Backspace key.
01:04Let's say that you want to add some images to this column. And you have a big
01:07folder full of different images that could possibly go here. You weren't quite
01:10sure which one you wanted to use. And it will be nice just to put a whole bunch
01:14of them off to the site, so that you could visually compare them and grab the
01:18ones that you wanted. Here is how you can do them in CS4.
01:20Go to File > Place and select a bunch of images, I have some in the Links More
01:25folder in the Chapter06 folder, and just grab six images. Don't grab choco_home
01:33because it's kind of a weird one so website screen shots. Just going to Grab on
01:371, 2, 3, 4, 5, 6, that's fine, and then click Open. And as with CS3, you get a
01:46preview of all the different images that are loaded in the Place cursor, along
01:50with the number telling you how many total are loaded.
01:53Now before you click or drag or do anything, hold down the Command+Shift keys
01:59if you are in a Mac, or the Ctrl+Shift key if you are on Windows. Notice how
02:04the cursor changes to a little miniature grid and then start dragging. What's
02:09happening here is that you are dragging out a grid into which InDesign is going
02:14to place these images. It's going to create an image frame of whatever size the
02:20gridlines indicate. Unfortunately you really don't know how large each little
02:25rectangle is. All you know is the overall size of the context sheet, which is
02:29what the smart cursor is telling you.
02:31But once you start dragging, you hold down the Command+Shift or Ctrl+Shift
02:35keys, once you start dragging, you can release those keys, keep your mouse
02:39button held down and then you can use the Arrow keys on your keyboard to change
02:43the grid. So I'm tapping the Up Arrow to increase the number of rows, or the
02:49Down Arrows to decrease it. And the Right Arrow to increase the number of
02:53Columns, or the Left Arrow to decrease it.
02:57If I wanted to make a six rectangle grid, then I could just manipulate the
03:02number of rows and columns so that I only have six for example, this one right
03:05here. Then when I release the mouse button, all six images are placed into each
03:11one of those grid rectangles in their own separate image frames. But as usual
03:16with CS4 all of the images come in autofitting by default. So you really don't
03:21have to worry about making your grid lines too skinny or too tall because
03:26you'll see the complete images no matter which size the grid lines are when you
03:30release the mouse button.
03:31Let's undo that, press Command or Ctrl +Z so you have the loaded Place then
03:37again. And this time when you hold down Command+Shift or Ctrl+Shift and start
03:41dragging, notice that it remembers how many columns and rows you had the last
03:46time. Release the Command+Shift key, and grid remains. This time I would like
03:50you create fewer boxes than what we need.
03:53So we have six images loaded, I'm going to press my down arrow key to just make
03:57a three boxes going across. Release the mouse button and you'll see that the
04:02three images are placed and then three more are still here in your Place gun.
04:06So what does that mean? Let me say that you could load up, say, 100 images into
04:10the Place gun, and then you could go page by page through documents, dragging
04:15out a grid of 10 images, or 8 images per page. Think, think, think, really fast.
04:22Let's Undo that, and this time let's drag out a grid that has too many grid
04:27boxes. Hold down Command+Shift when you start your drag, then you can release
04:31those keys. Use the arrow keys on your keyboard to increase the number of
04:36columns and rows, and then release the mouse button. If you have too many, not
04:41a big deal. I mean it just ignores the extra grid lines. So you don't have to
04:44be very careful about exactly how many boxes that you have.
04:47Now I know what you are thinking. Perfect application for a yearbook. Well I
04:52guess you could use the Contact Sheet Cascade method to quickly layout dozens
04:56or hundreds of headshots in your book. But its not just for your book, it comes
05:00in handy in all sorts of situations. Like in this small example. Let's say that
05:04we want to place three images in this column on the second page of our
05:08Sell_sheet. And we want the three images to be exactly the same width and
05:12height and we would like them spaced apart exactly the same.
05:15Well let's just use our cool Contact Sheet Cascade for that. Go to File, Place,
05:22load up three likely images. I think I'll grab fountain and hot_choco. We can
05:30use of course any images that you want, and then I'll grab cocoa_butter again,
05:34and click Open. Then position your cursor near where you want to place these
05:40images and hold down Command+Shift or Ctrl+Shift and start dragging. Then just
05:47drag in the overall area that you have to place in.
05:50Now notice the Smart Guides appear to help you align things, and I talked about
05:55Smart Guides in a different video, if you need more help with that. Now I have
05:58released the Command+Shift keys on my keyboard so I can tap the Up and Down
06:04arrows just to make three rows and one column. I'm tapping the Down arrow to
06:08make three rows and Left arrow to reduce the number of columns. Now these three
06:14images will perfectly fit inside these frames and they will be separated by
06:18that amount of space.
06:20If the images were too small to fit because they come in Autofit, if they are
06:23not of the right proportion or whether they are too small, you could always
06:26press the keyboard short cuts for the fitting commands, because all three of
06:29these are still selected. So I could press for example, Command+Shift+E to
06:33center the content or something like that, but actually these came in perfect
06:36so my job done.
06:38I think that the Contact Sheet Cascade feature is pretty cool and I'm always
06:43looking for opportunities to use it. I hope you will too.
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Reviewing updated image commands
00:00InDesign CS4 brings us a few more little fixes that I would like to make sure
00:04that you know about when it comes to working with images and links.
00:08There is couple of images scaling fixes that people have been requesting for
00:12ages; improved handling of placed InDesign files and CS4 supports a major new
00:17feature in Illustrator CS4 files, multiple artboards.
00:22So let's check these out in this document that you could open called
00:25Sell_Sheet_1b.indd inside your Chapter 6 exercise files in 6 03 folder.
00:32Once it's open, I'd like you to select the large image on page 1, a beautiful
00:39picture of the hot chocolate and because we are going to be talking about
00:42scaling, let's make sure that, we can tell what is the current scale amount of
00:45this image by adding that to Links panel.
00:48So open up the Links panel and I'm going to resize it, make it a little bigger
00:54and then go to the Links panel menu and choose Panel Options and if you are not
01:00sure what I'm doing here, I did cover the Links panel in a different video,
01:03very cool features here.
01:04Then go to Show Column and choose Scale. That way we can see inside the Links
01:11panel main area what is the scale of all our placed images.
01:14When an image or any other kind of linked file is at 100% exactly, its empty
01:20here, which I think is kind of the pane; it should say 100% maybe in the next version.
01:25So we know that this image is already at 100 % and I could double-click on it
01:30with my Selection Tool to get the Direct Selection Tool and you can see in the
01:34Control Panel that it is indeed at 100 %, select it with the Selection Tool.
01:38So what's the big deal? Well, they have resurrected a CS2 keyboard shortcut.
01:44In CS2, if you wanted to scale from the keyboard, you could press, if you are on a
01:49Mac, Command+> or <. Actually Command+Period or Comma, but I think if it is greater than
01:55or less than. Because greater than, you move up; and less than, you make it smaller. That would scale an
02:01image and its frame in 1% increments. You add the Option or Alt key on Windows
02:08to that keyboard shortcut to scale it in 5% increments.
02:12So for example, if I press Command+ Option+>, Command+Option+Period, the
02:17image scales up in 5% increments. That's what happened in CS2, and it's
02:22happening in CS4.
02:24What was different in CS3 was that using a keyboard shortcut would only resize
02:29the frame; it would not affect the scale of the image. The only way to affect
02:34the scale of the image was to switch to the Direct Selection Tool first, select
02:39the image and then use the keyboard shortcut.
02:40So you could hither scale the contents or the container, but not both at the
02:45same time, and I guess engineering- wise it's more correct, but users were so
02:50accustomed in earlier versions of InDesign to be able to use one keyboard
02:54shortcut and scale that image up and down including its frame. Dad Adobe was
03:00listening I guess, and they fixed it in CS4. I love that.
03:05By the way, if you do want to use the keyboard shortcut to resize the frame and
03:10not affect the image, you can do that. There is a command for it. It's just
03:14that there is no default keyboard shortcut for it, but they added it in CS4.
03:18Go to Edit > Keyboard Shortcuts, and of course you will have to create a new
03:23set; I'll just call my Default copy 1, because you can't edit the default setting.
03:27In the Product Area in which you can see they have sort of organized it a
03:30little better this time, go down to Object Editing and you will see that
03:35Decrease scale by 1% and by 5% have these keyboard shortcuts and there is an
03:40increase scale as well. But then they have broken out the size one which does
03:47not have a shortcut.
03:48So you can go ahead and assign shortcuts, if you just want to be able to use
03:51the keyboard to change the cropping frame and not the actual image itself, not
03:56the size or scale of the image inside the frame. I really don't care about that
04:00so I'm going to cancel out of there, and let's go onto another improved feature.
04:05Scroll down to page 2. I want to close my little link in so to give this a
04:10little bit more breathing room.
04:11Here on page 2, we have three placed files here on right-hand side. These first
04:18two, if you select them, you'll see in your Links panel there are InDesign
04:23files, INDD files, and this one down here is the same brochure, except it's the
04:29PDF of the InDesign file. So, the PDF has been placed and whenever you see next
04:34to PDF or INDD a page number that means that it is not the first page that's
04:40being placed. It is in an interior page which you can choose when you turn on
04:43Show Options when you are importing an INDD or PDF file.
04:47Now here is the issue. Here we have the cover of the InDesign brochure and as
04:52well as a placed interior page, page 3, and I'd like to edit page 3. So I
04:59Option+Double-Click or right-click and choose Edit With and we'll just choose
05:04Adobe InDesign CS4. There is no other program that can open it.
05:08What does it fix? It brings us right to page 3. This is new in CS4. In CS3 it
05:13would always bring you to page 1 of the document, even if you are at page 17 or
05:1795 or something like that.
05:19So a nice little fix that just makes things a little bit smoother in your
05:22workflow. Unfortunately, they did not carry that through to PDFs, which I would
05:28have loved to see. You have a PDF that is obviously page 4 of the PDF has been
05:33placed and I say Edit with Acrobat; it opens up to page 1 of the catalog.
05:41Finally, InDesign CS4 can place any artboard within a multiple artboard
05:47Illustrator file, and it's one of the big new features in Illustrator CS4.
05:50Finally, you can create multiple pages in CS4, simple called the multiple
05:54artboards. If you want to check that out, go to File > Place, and I prepared a
06:01multiple artboard Illustrator file for you in the Links folder which is at the
06:06same level as all of your exercise files with different chapters.
06:10So select Links and then scroll down to surf items board.ai. Make sure that
06:17Show Imports Options is turned on; turn off Replace Selected Item just in case
06:21you have them selected. Or of course you can always use the shortcut, which is
06:25Shift+Open. Hold down the Shift key when you click Open, which forces open up
06:29the Import Options dialog box even if this isn't selected.
06:32And now we see that although this is an AI file. On the inside, it's a PDF, and
06:39it has multiple artboards, four of them, and you can flip through here and
06:43choose the ones that you want to place. So I feel I like that one on page 3,
06:47and as with the PDF you can choose where it's going to crop and I will just
06:50say, I'd like you to bring it down to the artwork, that's fine, and I don't
06:55want a transparent background, perfect!
06:57Click OK and I will drag out the image, that's like that, and then you can see
07:04that up in the Links panel, it tells you that you have placed the third
07:07artboard in that AI file.
07:09So every little bit helps, right? The return of the CS2 method for scaling
07:13images from the keyboard is most welcome, but again, if you preferred the CS3
07:18method you could sort of do that just by editing the keyboard shortcuts.
07:21I love the new features with the placed InDesign files and Illustrator file
07:25support for multiple artboards. Muchas gracias, Adobe!
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7. Cross References
Getting familiar with cross references
00:00On of the most often requested features from InDesign users has been the
00:04ability to create an automatically update Cross-References in a layout and
00:09those users and the rest of us will be thrilled to see that InDesign CS4 now
00:14includes a dedicated Cross-Reference feature.
00:17If you are not quite clear on what the big deal is, imagine living without
00:21Paragraph Styles. That you have to format all your text manually throughout a
00:25document and anytime you wanted to update the formatting like make all subheads
00:29bold, for example. You have to go through and select every subhead, make it
00:32bold. Well, that's what a lot of InDesign users have had to live with when it
00:36comes to Cross-References.
00:38Anytime they insert it, a bit of a sense that refer to something else in the
00:42layout and then what they refer to changes position, changes pages changes its
00:47name. They have to go back and manually update all those Cross-References. Let
00:52me show you what I mean and let me show you how the new Cross-Reference feature
00:55works in InDesign CS4.
00:57Open up Choco_catalog-01, which is inside your exercise folder for chapter07 in
01:03the 07_01 sub-folder and this is a catalog for the same chocolate company for
01:09which we have been working with Bliss Magazine in the other videos. When it
01:13opens, go to page 2 and cast your eyeballs at this text frame down here.
01:20Specifically the second paragraph which says to get a preview of these see
01:26"favorite flavors" on page 4, so to get a preview of these new flavors, go to
01:31page 4. So, I go to page 4. I'm pressing Command+J or Ctrl+J to open up the Go
01:36To Page dialog, 4. And what's on page 4? Nothing is on page 4; they mean this
01:45one here, over here page 5. All right, favorite flavors, is on page 5. So,
01:52that's one mistake already.
01:53Now, if I change favorite flavors to favorite chocolate flavors, then I have to
02:02remember when I go back to page 2 to update the page number to page 5 and
02:11update favorite flavors to favorite chocolate flavors. If I insert a page
02:19before page 5, now I will do that up here really quick by right clicking in the
02:24Pages panel and we will insert a couple of pages before page 2. So now favorite
02:34chocolate flavors is on page 7. If I go back to my reference to it, it still
02:39says page 5 and I have this okay now it's on page 7 and so on and so forth.
02:45Now, if you have been paying very close attention, you may have noticed that
02:49this little guy down here did update its page number. It used to say, for more
02:54information see "our locations" on page 7, but after I added the two additional
02:59pages, it says page 9. Why is that? That's because this is an actual
03:04Cross-Reference. This is the Cross- Reference that I inserted earlier before I
03:09saved this document. So let me show you how you can access those
03:12Cross-References.
03:14There is a dedicated Cross-References panel. However, I guess it doesn't have a
03:19lot of money, so it has to have a roommate and that's Hyperlinks. If you open
03:23up the Hyperlinks panel, if you go to Window > Interactive > Hyperlinks, you
03:30will see Cross-References has the first floor and Hyperlinks has the second
03:34floor. It's because Hyperlinks and Cross -References are actually pretty closely
03:38related, but in the panel menu you will see that both Hyperlink and
03:42Cross-Reference commands are available.
03:46If you don't think you are going to remember, to get to Cross-References I have
03:49to choose Hyperlinks, don't worry about it. You can go to the Window menu, down
03:53to Type & Tables where it makes sense for Cross-References to be and look,
03:57there is an entry for Cross-References. And that will open up the Hyperlinks
04:01panel, which has the Cross -References living there.
04:03The Cross-References panel is also part of the Book Workspace that comes with
04:08InDesign CS4. So if I switch to it, you will see there is Hyperlinks as part of
04:13the Book Workspace. But I'm going back to Advanced because I like that one of
04:16the best. When I double click any word in this Cross-Reference, you will see
04:20that it becomes highlighted in the Cross-References panel and I can use these
04:25arrows to see both, the text that I'm referencing from and what I'm referencing
04:31to, what we call the source of the selected Hyperlink or Cross-Reference and
04:36the destination of that Cross-Reference.
04:38Right now we are in the source. If I say go to the destination, you will see
04:43this is the destination. It is referencing this paragraph that says "our
04:48locations" and if I zoom in very closely, you will see that there is a hidden
04:53character that stands in these two little dots that look like a colon means
04:58that this is a Cross-Reference destination. Let me zoom out a bit and let's say
05:05that I decide to change " our locations" to our offices.
05:12Notice that the Cross-Reference panel immediately says it needs to be updated.
05:16If you hover over this tool tip, the referenced paragraph has changed. Click
05:20the Update button to update the source text. And I could go ahead and click
05:24this right here. By the way whenever you print or export to PDF, you will be
05:28prompted if you have any out-of- date Cross-References and InDesign will
05:32automatically update them before you.
05:34Dido! If you open up a document that has some outdated Cross-References, so in
05:38that way they work like links. Then I will go ahead and update the
05:41Cross-Reference and now let's jump to the source and you will see it's updated
05:47that automatically. If I get rid of those empty pages here, pages 2 and 3 and
05:55go back to page 2, it automatically updated the page number. So there are some
06:00things that InDesign will automatically update, some things that you will be
06:04prompted to click, the Update icon at the bottom of the Cross-Reference panel.
06:09So that's the beauty of Cross- References. They are tracked within the layout
06:13and can update automatically, saving you time, not just in creating them. But
06:18also in making sure that they are up-to -date as the layout and text changes.
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Creating cross references
00:00Creating and inserting cross-references into your layouts is easy with InDesign
00:05CS4's powerful new Cross-References feature set. I sense that you seem
00:12skeptical. Cross-Reference is easy, yeah. Let me show you what I mean.
00:16Open up the Choco_catalog_02 document which is inside your chapter07, exercise
00:22folder, inside the 07_02 folder and go to page 2 of this catalog. If you don't
00:29have the Cross-References panel open, go ahead and do that now. Go to Window >
00:34Type & Tables and choose Cross- References and note that in this text frame, on
00:41the lower left of page 2, we have two Cross-References. One says, see "favorite
00:46flavors", if you select favorite flavors you will see that nothing gets
00:50selected in the Cross-References section of this panel. But if you look at the
00:55other Cross-Reference, see "our locations", you see it does get selected. So
01:00that means that this is an actual Cross-Reference; this is a fake
01:04Cross-Reference that someone inserted manually.
01:06What we will do is we are going to actually fix this. We are going to make it
01:09into an actual Cross-Reference. So begin by deleting this text, see "favorite
01:15flavors" on page 4. Let me zoom in a bit, so it's a little easier to see. You
01:19want to delete everything starting from the opening double quote until the page
01:24number; you can leave the period there and then press your Delete key. Let's
01:28add a space because we don't want to delete the space, we want the
01:31Cross-Reference to be separated by a space from the preceding word.
01:35Before we actually choose Insert New Cross-Reference, we need to find out what
01:39Paragraph Style that text that we are referencing in is formatted with and you
01:44will see why in a second. But what we are actually looking for, if you go to
01:49page 5. I'm pressing Command+J or Ctrl+ J, hitting 5 and going there, is this
01:55text right here, favorite flavors. So we are seeing, say favorite flavors,
01:59which happens to be on page 5 not page 4 and to figure out what is the
02:04Paragraph Style for this text open up your Paragraphs Styles panel, if it's in
02:09the dock on the right-hand side or from the Window menu in Type & Tables
02:12sub-menu and you will see the Paragraphs Style is category. So just keep that
02:16in mind, we are going to use that in about five seconds.
02:19Go back to page 2. So click an insertion point by where we are going to insert
02:26this Cross-Reference and I'm going to move my window over, so you can get a
02:30good preview of it as I create the Cross-Reference. I'm just going to click
02:34this button at the bottom of the Cross-Reference panel, Create New
02:37Cross-Reference and here is the dialog box. Now as we actually make selections
02:45in here, there is no preview check box but you will see that it automatically
02:49previews as we work. Your choices of what to refer to are text inside any kind
02:55of paragraph in this document or if you have created text anchors, any of the
03:00text anchors that you have already created.
03:02Now we are going to create text anchors a little later in this video. For now,
03:07make sure that Paragraph is selected under Link To and the document should be
03:11the name of the current document Choco_ catalog_02. Now do you remember the name
03:15of that Paragraph Style that we want to reference? Its category, so what
03:20happens here on the left is that InDesign is listing all of the Paragraph
03:24Styles inside the selected document.
03:25So you can reference any text, anywhere in the file. You just have to know what
03:31is the Paragraph Style that it's linked to, if you don't remember or maybe you
03:35weren't very careful with your paragraph formatting, you could say All
03:40Paragraphs. If you select All Paragraphs, then InDesign lists every single
03:46paragraph in the entire document. Not the entire paragraph, just snippet, so if
03:50it's a very long paragraph you will see it just puts in the first few words and
03:53it has dot, dot, dot after it. But if you hover over that, you will see the
03:57text of the entire paragraph.
03:59Let's go back and select category and on the right InDesign lists snippets of
04:05every paragraph in this document that is formatted with the category Paragraph
04:09Style and the one that we want is favorite flavors. So when you find the
04:13referenced paragraph that you want, just select it and InDesign immediately
04:17inserts the Cross-Reference using the default formatting. So you can see it's
04:21got this rectangle around it that we don't like and that's because by default
04:25it puts a Visible Rectangle around Cross-References.
04:29Now, that's more useful for a Hyperlink. If we were going to export this to
04:33PDF, this would be a clue to users in the PDF that they could click on favorite
04:37flavors here and it would jump them to page 5. But there are better ways to do
04:41that and besides we are not going to be outputting this to PDF, so we really
04:45don't care to signal the people that this is an automatic Cross-Reference kind
04:49of thing; so just choosing Invisible Rectangle for that to go away.
04:53It's also applying the default Cross- Reference Format that happens to be the
04:58Full Paragraph along with the Page Number. So that's the full paragraph of text
05:04followed by the page number. There are a number of built-in Cross-Reference
05:08formats you can choose from like, if didn't want the page number, you could
05:12just say Full Paragraph. There are other variations that I will show you what
05:16the difference is in a bit but then there is also Text Anchor Name if you were
05:20using a Text Anchor or you can just say, just the Page Number.
05:23So if you want to say, 'see our blurb about favorite flavors which is on page'
05:28and then you would insert the Cross- Reference and you say, I just want the Page
05:31Number. So you can do that as well, but let's leave it at Full Paragraph & Page
05:35Number for now and click OK and you will see that the new Cross-Reference has
05:40been added to the panel. Let's select this and jump to the destination and test it out.
05:46If we said favorite chocolate flavors, you see that we get an immediate alert
05:55that it needs to be updated. So I can select it and update that Cross-Reference
05:58by clicking the Update icon at the bottom and then if we go to that
06:02Cross-References source, you will see that it updated there automatically as well.
06:07Now, when you have inserted a Cross- Reference, it's hard to tell in layout if
06:13it's an actual Cross-Reference or if it's something that you just typed in
06:16manually. If you happen to have the Hyperlinks and Cross-References panel open,
06:21selecting text within the Cross- Reference will select that Cross-Reference. You
06:26see if I click elsewhere and start clicking around and selecting things, there
06:30is nothing highlighted here in Cross- References. But if I click anywhere inside
06:35the reference then it becomes highlighted, so that's one way to tell if
06:39something was manually entered or not.
06:41I think an easier way to tell though is to open up the frame in the Story
06:44Editor. The Story Editor is under the Edit menu, choose Edit in Story Editor or
06:50press Command+Y or Ctrl+Y and you will see that the Cross-References are
06:55surrounded by these little tags and this little guy stands for a Page Number.
07:00If you are wondering which part of this text is part of the automatic
07:03Cross-Reference that InDesign inserted on its own and what did I typed myself,
07:08you can tell right away from here. Everything in between these two little arrow
07:11guys is automatically generated text via the Cross-Reference, same thing for down here.
07:16I'm going to close the Story Editor and jump to favorite chocolate flavors
07:22destination and let's take a look at this little frame inside the Story Editor
07:27as well. Go to Edit, Edit in Story Editor and there is little icon here that
07:33stands for a destination of a Cross- Reference. If you accidentally delete that,
07:39like if I just swipe right here over favorite and press Delete or backspace, I
07:45have accidentally deleted that little icon for the Cross-Reference and so in my
07:50Cross-Reference panel, going to get this scary little red flag that says, The
07:54referenced paragraph or text anchor is missing.
07:57So the paragraph isn't actually missing, it's just that the one that we
08:00inserted when we created it is missing. I'm going to Undo and yeah its back and
08:06that's why I recommend and if you are doing a lot of work with
08:08Cross-Referencing then you be very careful about editing your text and make
08:13sure that you always have hidden characters showing. So if I chose Hide Hidden
08:17Characters, then you wouldn't even to be able to tell that there was a little
08:21hidden character marker here. I'm going to turn it back on with
08:24Command+Option+I or Ctrl+Alt+I in Windows. So keep Hidden Characters turned on
08:29and or work in the Story Editor. I press Command+Y or Ctrl+Y; I don't want to
08:35delete both of these. I will just select the word favorite and change it to so-so.
08:40So that way we didn't actually delete the little marker, we just deleted the
08:44text and we can update this as necessary. So the general idea of working with
08:49Cross-References is that you will probably have in your documents specific
08:53Paragraph Styles that you will be referencing all the time. For example, if
08:57these items had captions underneath them with figure numbers, you would style
09:02that figure number in a certain way, that way when you go to insert a new
09:05Cross-Reference. I'm just going to click an insertion point and open this up;
09:09then you would always be going to the same Paragraph Style and choosing figure
09:12one, figure two, figure three and so on.
09:14So you don't always have to keep track of every single Paragraph Style, usually
09:18when you are creating a document that is structured in such a way that it needs
09:22Cross-References, you will have two or three Paragraph Styles that are
09:26dedicated to the paragraphs that will often get referenced. Now I mentioned
09:30earlier there is another way rather than linking to a Paragraph Style, you
09:33could link to a Text Anchor and that's a nice quick and dirty way to create
09:37something to which a Cross-Reference can point.
09:40To create a Text Anchor you can just click any insertion point or select some
09:44text. I will just select Custom Candy here and in the Hyperlinks panel you need
09:49to choose, New Hyperlink Destination. So because the Text Anchor is actually a
09:55hyperlink and you will see there is dropdown list, Page, Text Anchor, URL, what
09:59kind of hyperlink we want to Text Anchor. And it's automatically picking up
10:03what I had selected but I could call it anything I want it. So I could call
10:06that Candy product or something like that and then click OK. Now unfortunately,
10:13it doesn't appear here, I really wish we had a way to see a list of all the
10:16existing text anchors but it will appear in the dropdown menu.
10:20Let's say, that back here on page 2, I want to say let's add a sentence that
10:25says, "We have a new product. Check it out. Candy thing on page" and now we
10:38want to insert the page number that Cross-References what we just added.
10:43Instead of going to Cross-References, Create New Cross-Reference, I could do
10:47that; I just want to show you an alternate way. You can also do it right from
10:51the Type menu. So even without the panel open, you can insert and create
10:56Cross-References. Go to the Type menu, down to the Hyperlinks &
10:59Cross-References and choose Insert Cross-Reference. This time you want to
11:04choose Text Anchor and now its nice and simple to choose from and this is going
11:09to list all of the text anchors that you have available in your document.
11:12So I chose Candy product and it immediately inserted the Full Paragraph & Page
11:19Number, down here on page 5. You see how it says, "custom candy assortment" on
11:23page five. Now maybe I don't want that all I want is the page number, so I will
11:28go the Cross-Reference Format and say I just want the page number and the only
11:31thing is I probably didn't need to add the word, page, before this. So I could
11:36delete that myself but its automatically inserting page 5.
11:39Notice, by the way, that I don't have to change the rectangle to Invisible
11:43Rectangle because this setting here is sticky. So the first time you change the
11:48appearance, that's going to be the new appearance for all the others Hyperlinks
11:52and Cross-References that you add to the document, which makes life a little easier.
11:55Now you see, I told you it was easy. All you need to do is start with your text
12:02cursor blinking some place and then from there you just say Insert or Create
12:06New Cross-Reference, whether they are based on Paragraph Styles or specific
12:11text anchors that you have created, its pretty straight forward. And I love how
12:15Adobe included all the different Cross- Reference Formats in that dropdown menu
12:19because it makes it easier for me to insert exactly the type of Cross-Reference
12:23that I need.
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Cross-referencing multiple documents
00:00When you are using the new Cross- References feature set in InDesign CS4, the
00:05text that you are referencing to, it doesn't have to be in the same document as
00:09the one where you are inserting the reference. It can be in any other InDesign
00:13CS4 file that you can open.
00:15To experiment with this on your own, open up the Choco_catalog-03 layout file,
00:21that's inside your exercise folder for chapter07, in the 07_03 sub folder and
00:27go to page 2. Let's say, that we want to insert a cross-reference right here in
00:32between these two paragraphs to something that's in another document. The first
00:37thing to do is to actually insert the cross-reference and so you can do that
00:42from the Cross-References panel or from the Type menu. The Cross-References
00:46panel is under the Window menu, Type & Tables > Cross-References or we can go
00:54directly to Type > Hyperlinks & Cross- References > Insert Cross-References.
00:58You can choose to Link To either Text Anchor or Paragraph of any document that
01:07you would like. If I chose Paragraph, InDesign immediately lists all of the
01:12Paragraph Styles in this current document. But notice in the Document dropdown
01:17menu, I can choose Browse. So choose Browse, navigate to the chapter07 folder,
01:2307_03, Sell_Sheet_1.indd file and click Open. Now InDesign lists all of the
01:32Paragraph Styles in that document and it also opens the document in the
01:36background as you can see.
01:39So I can select any of the Paragraphs Styles that are in Sell_Sheet_1.indd, and
01:45any text that's been formatted with that style appears and it can be
01:49automatically added to this document as a cross-reference. But actually what I
01:54want to Link To is a Text Anchor and prior to this, I had already created a
02:00couple of Text Anchors in Sell_Sheet_1. indd. So I can just go ahead and choose
02:05it. So Caramel Sticks is on page 2 and the reason is its automatically being
02:11inserted here in my document is because the currently chosen format under
02:15Cross-Reference Format is just simply Page Number. I could choose Text Anchor
02:20Name and the name of this Text Anchor, the name that I gave it when I created
02:24it was Caramel Sticks or I could choose Paragraph Text, which is I guess lower
02:30case Caramel Sticks. It's what the text says actually in the document, in
02:34Sell_Sheet_1 I supposed to the name of the Text Anchor and so on.
02:38We choose a different one, coming soon page and I think that I'm just going to
02:43say, Page Number and then I will click OK. Now before this cross-reference, I'm
02:49going to zoom in and I'm going to type some text, "We have more products". I'm
02:56going to close this to see it better. " We have more products--just look at page
03:092 in our Hot Chocolate brochure." Which is the title of the Sell_Sheet document
03:19and you can click on Sell_Sheet_1.indd that's open in InDesign and you can see
03:25that on page 2, it's talking about coming soon.
03:29So that's what we linked to, is we linked to page 2 in this document. Now let's
03:34says, that in this document we add a page before page 2. Let's go ahead and do
03:39that, I just going to drag a page. So now whatever is on page 2 becomes page 3
03:44and close this document, saving the changes. Notice how the Choco_catalog page
03:52automatically updated to page 3. So you can do these cross-references across
03:57multiple documents.
03:58Now it's probably not that often that you are going to be referencing something
04:01in a completely different document, I just want to show you that it was
04:05possible. Go ahead and close this file, you don't have to save any changes and
04:09now go and open up a book that I put into the chapter07 folder because I think
04:17this application, it would be much more common for people who are using
04:19cross-references across multiple documents. Inside the Catalog-book folder,
04:25which is inside your 07_03 exercise folder, select the file called catalog.indb
04:31and click Open.
04:32Now this is an InDesign book file, what you would create if you went to File >
04:36New and chose Book. Now teaching you how to create a book or what a book file
04:41is all about is beyond the scope of this video. But if you are interested, I
04:46encourage you to watch some of the video titles that David Blatner has done for
04:50the Lynda.com, such as InDesign Essential Training or InDesign Beyond the
04:54Basics where he covers this in-depth. But basically a book is like a collection
04:59of documents, these are separate documents that can be opened just by double
05:03clicking on them and you see this document is just one page long but because
05:07it's in a book, it's automatically being numbered as page 2 and so on.
05:09So let's say, that you are working as a team on a book and you want to insert a
05:14cross-reference. Well, we would just go to Intro and let's zoom out. We open up
05:20the book from the Book panel, which is what you always do when you are working
05:23in a book. For more information and we want people to go to the flavors because
05:30we are talking about flavors here. So we want to insert a cross-reference, I
05:32will type a space and then I want to insert a cross-reference. This time I will
05:37insert a cross-reference just by going directly to the Type menu, going down to
05:41Hyperlinks & Cross-References and choosing Insert Cross-Reference.
05:46Now the document that I want to link to is part of this book, its flavors, and
05:55so just as I showed you with the Sell_ Sheet, with the Hot Chocolate brochure.
05:59When you choose the document, InDesign lists all of the Paragraph Styles in
06:04that document and the one that has a text that we want is category. So we will
06:09say, favorite flavors, it says on page 4. Let's say Invisible Rectangle so that
06:17we don't get that ugly rectangle around it and that's all that we need.
06:21So you see it is automatically inserting a cross-reference to the correct page
06:25number even though this is not in the current document. We just leave it like
06:29that and say OK and then in this current document if I add another page, I'm
06:35just going to press Command+Shift+P or Ctrl+Shift+P, which inserts another
06:41page. I will add a few; I will just keep pressing it.
06:45You see how in the book file, InDesign automatically updates the page numbers
06:49of the rest of the document in the Book and then I come back to page 2 here and
06:55let's zoom in a bit. It automatically updated it to page 7, which is the second
07:03page of the flavors document; you will find in Update All Cross-References
07:08command in the Book panel menu.
07:10So being able to insert and track cross- references across multiple documents is
07:15a huge feature. If you don't believe me, ask anyone who is ever needed to do
07:19that manually which is like every InDesign user on the planet up until CS4 cannot.
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Customizing cross reference formats
00:00The new Cross-Reference feature in InDesign CS4 comes with a number of default
00:05formats that you can choose from for your Cross-References. But there are
00:09variations on the same theme, I mean, when it comes down to it, do you want the
00:13referenced text and page number or just the text or just the page number.
00:18Luckily, Adobe included the ability to modify any of these Cross-Reference
00:22formats and create your own. So let me show you how that's done.
00:26Open up the Choco_catalog-04 InDesign document that's inside your chapte07,
00:31exercise folder, inside the 07-04 sub folder and go to page 2. This is the
00:37document we have been working on throughout this chapter. Remember that these
00:41bold lines here on page 2 are Cross- References. The one down here is an actual
00:47Cross-Reference. This one is a manually created Cross-Reference. So to get a
00:52preview of these Choco things, see " cacao nibs" on page 4. Somebody just
00:58actually typed this in by hand and what they are referring to are these things
01:03here, Cacao Nibs, they are cacao beans that have been roasted and broken into
01:06small bits and so on.
01:08All right, so let's go back to page 2 and we will fix this by getting rid of
01:17the manually entered text and we will replace it with an actual
01:20Cross-Reference. But this time we will use a custom Cross-Reference format. So
01:25select this text in the second paragraph here, in the text frame and press the
01:29Delete key or Backspace key, add a space because we want our Cross-Reference to
01:34come in after space and then insert a new Cross-Reference. You can do that from
01:38the Cross-References panel. Just by clicking on Create New Cross-Reference
01:43button at the bottom or you can go to Type, Hyperlinks & Cross-References,
01:48Insert Cross-Reference, either way works fine.
01:50Once again we want to Link To > Paragraph, which means some paragraph text
01:55somewhere in this document and make sure that the document is the current
01:59document, not some other document if you were working on it before. And then on
02:02the left, let's select, a Paragraph Style. So if we chose Accent Text then
02:09InDesign shows us all of the text in this document that has been formatted with
02:13Accent Text; actually just the first few words of every paragraph. If you
02:19select a Paragraph Style where the paragraphs are a bit longer than just a
02:23couple of words, then you will see that they end with a dot, dot, dot. But if
02:27you hover over that paragraph you will see the entire paragraph.
02:31I want to choose a Subhead. So scroll down to Subhead and here are the various
02:38Subheads, so if I said, chocolate perfection. If I select it, then you will see
02:45that InDesign automatically puts it in here and it's using the Cross-Reference
02:50Format, Full Paragraph & Page Number. If I choose Subhead numbered and said
02:57cacao nibs, you see that it puts in, 1.cacao nibs on page 4.
03:02Now the question that a lot of users have is, what is the difference between
03:05Full Paragraph & Page Number and Paragraph Text & Page Number. This Subhead
03:11numbered style has automatic numbering as part of its style definition. So when
03:16you say Full Paragraph & Page Number, you are telling InDesign if this style
03:21includes automatic numbering I want you to include the automatic number in the
03:25Cross-Reference. If you don't want to include the number, choose just Paragraph
03:30Text & Page Number. So even though the paragraph has automatic numbering, it
03:35won't be included in the Paragraph Style. The other built-in formats are just
03:41the Text or just the Page Number and if you working with Text Anchors then you
03:47have these as well.
03:48Now, let's say, that we want to apply the Format, Paragraph Text & Page Number
03:54to this, but we don't want the quote marks around the paragraph text. All of
03:58these formats include quote marks, whenever you are quoting text and I really
04:03don't like that. So how can you change it? Well, you can edit the
04:06Cross-Reference Format, that's what this little pencil icon is over here,
04:10Create or edit Cross-Reference formats. Go ahead and click that and you will
04:14get the Cross-Reference Formats dialogue box; on the left is a list of all of
04:19your current Cross-Reference Formats and on the right is the currently selected
04:24one along with its definition.
04:26Now you can go ahead and edit any of these default formats unlike a basic style
04:31or like your default set of keyboard shortcuts, all of these are editable. But
04:35that always makes me nervous, if I'm going to edit something I would rather do
04:38it to something I create my own, so I can always go back to this. So I would
04:42always click the plus (+) icon down here, which will duplicate the selected
04:48Cross-Reference Format with the Number (1) after it, the number two and then
04:52I'm just going to rename this. I will call it text and number no quotes.
04:58So how do I get rid of quotes? Well, you just edit it, right here; you can
05:02click inside this field and change anything that you would like. So these bits
05:07of text in between the tags are actually that, they are tags, they are like XML
05:12tags. The stuff that's not enclosed tags is just regular text string, so you
05:18can change the text strings as much as you would like. So I could say, the
05:23world's best page, whatever. Notice that when you are editing a Cross-Reference
05:29Format, you can also automatically apply a Character Style. So that when it
05:34gets inserted into the text run, it will be formatted with any kind of
05:38character styles that you have included in this document; I don't want to do
05:41that for this one.
05:42So I'm going to turn it off because I kind of like the fact that the
05:45Cross-Reference picks up the formatting of the surrounding text. But there are,
05:48I'm sure are many instances when you would like your Cross-References to look
05:52different than the rest of the text. The thing that you need to remember to do
05:55here is to choose Save. So save your changes so far and then click OK.
06:00Now because I just created that and saved it, it is the selected
06:03Cross-Reference Format and our Cross- Reference has updated automatically. There
06:08are no quote marks and it says it's on the world's best page. I will get rid
06:12of, the world's best page; that was a joke. On page, all I want to do is to get
06:18rid of the quotes. So that's pretty cool that you can edit to what's happening
06:22inside those Cross-Reference Formats, but folks that's not all.
06:26Let's do another one. Lets select a subhead that includes a lot of text like,
06:31let's say, description and here we have the description of a lot of these items
06:36and let's say that we want cacao nibs to be included and we don't want the page
06:42number, we want the actual full paragraph plus the page number. I will say
06:46Paragraph Text plus Page Number. Well, now look, it doesn't puts in the entire
06:50paragraph. Isn't there some way to say, we only want the first word or couple
06:54of words? Well, yes there is, again click the Edit icon to edit this
07:00Cross-Reference Format and I always will add my own Cross-Reference and we will
07:05call this text and number limited.
07:10So what we are going to do is, I'm going to keep the paragraph text in quotes
07:14but I actually don't want the entire paragraph text. So I'm going to select it,
07:19the entire tag including the opening and closing and press the Delete key on my
07:23keyboard. Now my cursor is still blinking in between those two tiny quote marks
07:27and unfortunately there is no way to make this type bigger. But what I'm going
07:31to insert in its place is a partial paragraph. You see that there is pop up
07:37over here where you can insert these automatically tagged placeholders.
07:42So we have Partial Paragraph, we also have Chapter Number, File Name which is
07:46interesting or even Character Style. You can say that, it's supposed to include
07:51all the text that's formatted with a certain Character Style. We have to know
07:54the name of the Character Style before we get here but what we want is Partial
07:58Paragraph. The reason I want to show you this one is because this is how you
08:02can limit a Cross-Reference to a certain number of characters or certain number
08:05of words. It's not as simple as creating End Nested Style but it's not that bad
08:10either. Do you see this part where it says full paragraph with a delimiter and
08:15then it's in empty set of double quotes.
08:17So its hard to see but I'm going to just click there, then use my left arrow
08:21cursor to get in there and I want to know what is the delimiter, what is the
08:24stop character. And the stop character, I don't know if you can see it but do
08:28you see I only prepared these paragraphs by inserting an End Nested Style
08:32character here after the first two or three words that I want it included in
08:36the Cross-Reference. I want you to stop when it gets to an End Nested Style
08:40character in this paragraph just include those words that come before it. And
08:45from this little pop up menu is where you can choose your stop characters or
08:49basically anything that you want to include as part of the regular text string
08:53inside a Cross-Reference.
08:54Way down here at the bottom, we have End Nested Style, which comes in a special
08:59format. Now what is include delimiter means? That means should it include that
09:03delimiter inside the Cross-Reference here. So I really don't want it included
09:08so I will see false, I don't need an End Nested Style hidden character here.
09:12But it's more for things like when your delimiter is a colon or a semicolon or
09:16an Em Dash, do you want to include the delimiter inside the Cross-Reference
09:20text. Sometimes you do, sometimes you don't.
09:23So that's what I'm going to do and then I'm going to click Save and click Ok
09:28and notice that now it just says cacao nibs on page 4 because that's where my
09:33End Nested Style character was and it didn't include the End Nested Style
09:37character here because I said include delimiter false. We will see some of the
09:40other ones, save time and money, even though the paragraph goes on and on and
09:44on. You can see the entire paragraph; I had inserted an End Nested Style
09:48character here.
09:51So we are like into advanced Cross- Reference editing but why not because it's
09:57actually pretty simple to do and kind of fun. If you want to share your custom
10:01Cross-Reference formats or you need to load somebody else's, here is what you
10:05do. I'm going to click OK. You do it from the panel, from Cross-References &
10:11Hyperlinks panel and all you do is you choose Load Cross-Reference Formats.
10:16So it's just like moving Paragraphs Styles or Characters Styles from one
10:19document to the other. You can't really export them but you can import them. So
10:23you would say Load Cross-Reference Formats and then you would point to some
10:27other InDesign document that has those custom Cross-Reference Formats inside it.
10:32So that's it, I mean Adobe has done an incredible job with this first release
10:37of the Cross-References feature. In other programs Cross-References are for
10:41very advanced users and also they have stringent requirements regarding the
10:45structure of the document and how Paragraph Styles are applied and so on. But
10:49in InDesign CS4 not only are they easy to insert and track but the incredible
10:54power that advanced users have in regards to the format of those
10:58Cross-References make the feature suitable for a wide variety of projects,
11:02layouts and users. So there you have it.
11:05Adobe, I think has done an incredible job with this first release of the
11:09Cross-References feature. I have seen how it works in other programs and there
11:13Cross-References are really for advanced users and they often have stringent
11:18requirements regarding how the document is structured, how the Paragraph Styles
11:22are applied, what can be the Cross- Reference, what can't. But not so on
11:26InDesign CS4, there are so easy to insert and to track and also the incredible
11:32power that you get in that editing Cross -Reference Format dialogue box. I think
11:37it makes the feature suitable for a wide variety of user levels, layouts and projects.
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8. Text Formatting Helpers
Creating nested line styles
00:00Nested styles are a favorite tool of savvy InDesign users, but ever since they
00:05were introduced many users have wondered, why can't I specify the end of a line
00:10as my stop character for this style?
00:12Well, with InDesign CS4, the wondering is over because you can now include a
00:17Nested Character Style on a line by line basis in addition to regular Nested
00:21Character Styles. Let me show you how this works.
00:25Open up the Choco_cat_01 layout file which is inside your Chapter 08 exercise
00:31files in the 08-01 sub-folder and go to page two and three. Check out these
00:39descriptions here for these items. We want to create a nested line style, so
00:45just double click inside one of them with your Selection tool to turn it into a
00:49Type tool and open up the Paragraph Styles panel over here in the dock at the
00:53right or from your Window menu, choose Type and Tables and choose Paragraph
00:56Styles. The name of the style is description. I'm going to move this over to
01:01the right so we can see it a little better, and double-click Description to
01:05open up the Paragraph Style options and down here go down to Drop Caps and
01:10Nested Styles, and you will see that it added another section for a Nested Line Style.
01:15Now, if you are not familiar at all with the nested styles, or you would like a
01:18little refresher, let me show you that really quickly. Under Nested Styles,
01:22choose New Nested Style, all right and let's click Preview, turn Preview and
01:28under Nested Styles in that dropdown menu on the far left, click it, and choose
01:34one of these. These are the character styles that are currently inside the document.
01:39So let's choose Red Text as the character style and we would like it apply to
01:44the first two words. You will need to click in as a blank area below it to see
01:49a full preview and you will see the first two words have been colored red for
01:54all of those paragraphs that are styled with the description paragraph style.
01:59But notice that in the stop character dropdown menu there is no lines. You can
02:03say two sentences, two words, two characters and so on and that's what they
02:07have done down here under Nested Line Styles.
02:10Now, they are not listed here as a line because they are actually two separate
02:14things. So you can have both nested styles and nested line styles, and they
02:19will combine. Let's say in addition to the first two words being red, we want
02:23to create a new line style, and the Character Style is going to be small caps
02:30for first line. So you see that we still have with the first two words are red,
02:36but the first line is in small caps, click OK, and let's check this out.
02:43Now of course you could have made the first line small caps manually but the
02:49problem is that every time you edit the text, you would have to remove that
02:53formatting from some words and add it to additional words.
02:56Here, you can see that as we edit the text, in our office, I'm typing, that
03:02automatically keeps up with that. Let's delete the word Hand. So it does very
03:07well keeping up with our changes. Now, let's go back to the Paragraph Style
03:13options for description back down to Drop Caps and Nested Styles and let's play
03:18with this little bit.
03:19First I'm going to remove the regular Nested Style that's making the first two
03:24words red just by selecting it and clicking Delete, and now down here, let's
03:29make the first line red, and then we will add another Nested Line Style that
03:37applies none for one line and then we will add another Nested Line Style that
03:43repeats those first two commands. So you have got a quick overview and say
03:48repeat the last two lines, clicking some blank area and now, every other line
03:55gets your line style, which I think is very cool.
04:00You could do something patriotic with the red and blue lines or just for fun,
04:04instead of red text; let's change the style to Blue Highlight which is
04:10something that I've created earlier, which puts a blue line behind the text. I
04:16guess this would look better if the text was justified. So I'm going to say,
04:20Left Justify, click OK. And now, all of our paragraphs have this repeating line
04:30as though they were in the table. I think it's a lot of fun to play with, but
04:34more importantly, it makes automatic formatting just that much easier.
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Dynamic GREP styles
00:00If you have ever needed to nest the Character Style inside a Paragraph Style in
00:04InDesign but weren't able to because you couldn't figure out a definable
00:10pattern that you could tell InDesign, all right after this bullet or after the
00:14first sentence apply the Character Style and instead wish that you could use
00:18some GREP code to tell InDesign when to do that. Well CS4 has you covered; this
00:24new GREP Styles feature that you will find in every Paragraph Style options
00:28dialogue box lets you do just that.
00:32Insert some GREP code that tells InDesign when you encounter a match inside
00:37this Paragraph Style, please apply this Character Style. It's fantastic and if
00:42you have never used GREP before, and why haven't you?!, it's great. Keep
00:46watching, because you will see how easy it is to include in your Paragraph
00:49Styles and how it can solve some of the thorniest formatting problems known to mankind.
00:55Open up the Choco_cat_02.indd file which is inside your chapter08, exercise
01:03files in the 08-02 sub folder and let's say for example that you wanted to
01:09apply a Character Style, say, the one that just colors text red to all the
01:15prices in this document. Now it would be not a big deal for this Paragraph
01:20Style. Let's open up our Paragraph Styles; we could just edit the price
01:23Paragraph Style. Well, yeah except for down here when we actually don't want
01:26the word, for, to be red. So then we could go through and manually apply a
01:32Character Style but that would be difficult or we could include a Nested Style
01:36but some of these prices that are inside the description paragraph would be
01:40difficult to setup with the Nested Style because they don't know, will have
01:44same stop character.
01:45So that's when you would use just the regular GREP, Find/Change. All right, so
01:49let me just briefly show that to you, if you go to Edit and choose Find/Change,
01:55you could go to the GREP panel. Just click GREP and what you want to find is
02:00GREPs for the pattern. You don't need to know GREP totally; you could just use
02:05this fly out menu. For example, if we know that we want to find a digit, we
02:10could come here on to Wildcards and say, Any Digit and actually we wanted
02:15whether there is one digit or two digits. So we come back here and say, Repeat,
02:18One or More Times.
02:22Now before it finds a digit, we want it to find a dollar sign but I happen to
02:29know that dollar signs are actually one of the codes used in GREP. So I'm just
02:33going to put a back slash there. So it's going to find dollar sign, two digits
02:39followed by a period. All right. Which also needs to be backslashed out because
02:44it means something in GREPs and then we will do the same. We need any digit
02:49repeated one or more times. So I'm just copying and pasting.
02:52So let's see if that works, I'm going to click right here and say in this
02:56Story, find and it found that instance, Find next, found that instance and so
03:04on and so on. You see how it finds it but doesn't get the parenthesis. So
03:08that's how you do a Find/Change. So you could say find this and apply the
03:14Character Style, red text and you could go though the entire document and
03:19change all the prices to red. But what happens if you add a price later on,
03:24then you have to remember to run the Find/Change again.
03:27So the whole point of a GREP Style is to include this little guy inside a
03:33Paragraph Style. So I'm going to select this and choose Copy and actually I'm
03:38also going to save, in case I ever want to use it again. If you just click the
03:41little disk icon at the top, you can save your GREP query. So I'm going to call
03:46this, US Prices and then I will click Done, I don't really want to do any
03:52Find/Change. So let's include that GREP Style inside the Paragraph Style for
03:58description, which is what all these paragraphs are formatted with. So just
04:03double click description to open up the Paragraph Style Options and you will
04:07see an entry here for GREP Style, right below Drop Caps and Nested Styles. Read
04:14the instructions, Click New GREP Style button to create a GREP style.
04:17There it is, New GREP Style, and it looks a little different than the Nested
04:22Style. It's kind of strange, Apply Style, okay here is the familiar dropdown
04:27menu of Character Styles. So we want red text, To Text, and it already has some
04:34built-in GREPs. This GREP means any digit that's repeated one of more times, as
04:39you already know, since I just showed you. You do have the fly out menu here
04:43and just as we were using in Find/ Change, so you could build that yourself.
04:46Unfortunately, there is no access to any saved GREP queries. So that's the
04:51feature request already for CS5, but I did have the foresight to copy what I
04:57had entered before. So I will just paste it here and we have our Preview turned
05:02on. So let's see, if it's working and there it is.
05:05So it is applying it to all the prices within the description style but not to
05:11the prices in the price style because we didn't include that GREP Style in the
05:14price Paragraph Style and I will click OK. Now here is another place where GREP
05:20Styles might come in handy, go to page 2 in this document and look at this
05:29quoted passage of text, Our customer service manager told us, "Even my husband
05:35said, "'These flavors are amazing."' Now the issue here -- and this is brought
05:40up in some of the InDesign forums recently is that, depending on the typeface
05:46when you have a double quote enclosing a single quote, its really hard to tell
05:50what's happening.
05:51There is hardly any kerning in between these two and so users come up with
05:55various solutions. But a friend of mine named Dave Saunders came up with a way
06:00to use GREP Styles to solve this. What you do is you create a style called
06:04track out that all it does is apply the positive tracking amount to a character
06:09that you select and then you use that in a GREP Style.
06:11Let me show you how that would work. So GREP Styles are included in the
06:15Paragraph Styles. So first we want to know what is the Paragraph Style and that
06:20is Body. So I double click Body, go down to GREP Style, add a New GREP Style,
06:26we want to apply the style called track out which I have already included in
06:30your example file to what -- now actually getting double quotes and single
06:35quotes is really easy to search for in GREP, you just type them in.
06:38So whenever there is a double quote followed by a single quote -- and I'm just
06:42typing it in directly from the keyboard and I click down here and can you see
06:47that it immediately track these guys out. It did not track out the closing one,
06:52so I'm just going to add another one. So apply track out as well to the other
06:58way, a single quote followed by a double quote. Now there might be some
07:02fancy-schmancy way to do this in one GREP command. But the point is that you
07:06can apply multiple GREP Styles within the same Paragraph Style and I will say,
07:11OK.
07:12Let's check it out, see there we have much more space. It applies it on the fly
07:16as you are typing or as you paste text in. So if I type a double quote and then
07:20a single quote, the GREP Style automatically took care of that. How abut down
07:24here, when you have Em Dashes and they come a little too close to text, some
07:29people will go through and insert a thin space on either side. But we can do
07:33the same thing with the GREP Style.
07:36Let's open up Body and we will add another GREP Style and this time we still
07:43want to do track out for this one, they don't have all to be the same style of
07:46course and we want to apply it to Any Character. So go to Wildcards, Any
07:53Character because what if a six or seven comes before an Em Dash. Any Character
07:58followed by an Em Dash, say OK and we got a little bit of breathing room here,
08:07pretty neat. So thank you Dave Saunders. She is the one who came up with using
08:11GREP Styles as the way to do kerning tables inside InDesign CS4 or of course
08:16you can use it just to apply Character Styles based on patterns like how I
08:20showed you with prices.
08:21One last thing is when I started learning about GREP Styles and Nested Line
08:26Styles and so on, I wondered well, who wins? I mean like what happens if you
08:31apply a GREP Style to something that already has a Character Style or that has
08:36already a Character Style because of a Nested Line Style. Well, the good news
08:40is they all add up, they don't cancel each other out.
08:43Normally you cannot apply more than one Character Style to an instance of text.
08:48So we have -- this could either be blue or it could be red; but it can't be
08:55both. But if the text has a Character Style applied because of a Nested Style
09:01and then another one because of a Line Style and then another one because of a
09:05GREP Style; they all add up. They don't cancel each other out.
09:09Now what happens if they do have conflicting information? Now what happens if
09:12one style calls for red, the other one calls for blue and other one calls for
09:16green, who wins? Well, I did a little testing and if you open up your Layers
09:21panel, I have a little hidden layer called trumping, what trumps what? So
09:26little chichi here for you; in the Pasteboard let me zoom in a bit, when
09:32multiple characters styles and manual formatting have been applied to the same
09:36run of text, and they have conflicting setting like different colors or
09:40different cases which technique, which method wins?
09:44Well, the answer is anything that you manually apply and locally format wins.
09:49That will always take precedence no matter what Character Styles have been
09:53applied automatically to text. If you select it, go to the Character panel and
09:57change the Type Size for example that's going to be the size. So that trumps
10:01all else including a manually applied Character Style but if something is being
10:06formatted automatically with the Character Style because of the GREP Style, you
10:10can overwrite that with another Character Style or manual formatting. And then
10:16GREP Styles, they will be Nested Styles.
10:18So if some phrase inside a paragraph is automatically formatted with a Nested
10:23Style but then in that same Paragraph Style you call for a GREP Style, that
10:26says, in case you find something in parenthesis, make it italic. Then it's
10:30going to be italic even though that Nested Style might have said roman.
10:34Both of those beat a Nested Line Style. So the Nested Line Style is like our
10:38low man on the totem pole. But not the lowest man on the totem pole, which is
10:42just the basic text formatting that comes in because of the Paragraph Style
10:46itself. So there is Anne-Marie's hierarchy of formatting in InDesign CS4 and I
10:52think no matter what kind of automatic Character Style formatting you need to
10:55apply to your documents. InDesign CS4 is going to have you covered.
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Editing tables in the Story Editor
00:00Tables in InDesign have always been great to work with, a very robust feature.
00:05But one downside was that you can only edit them in the Layout view, not the
00:08Story Editor. Well, if you haven't guessed from the title of this video that is
00:13fixed in InDesign CS4. Text and tables is fully editable in the Story Editor
00:18including-- and this is my favorite part of all-- including overset text.
00:23So open up the Choco_cat_03.indd file in your Chapter 8, exercise folder in the
00:3008_03 sub folder, and go to pages 2 and 3, which is a slightly redesigned
00:35version of the Bliss Company chocolates, catalog that we have been working with
00:39so far. Now let's just talk about overset text and the Story Editor in general.
00:43So you see here on page 2, we have an oversets of this text frame. And if we go
00:49to Edit > Edit in Story Editor, you can see that the overset text is demarcated
00:55by this red line, and there is an overset brake mark.
00:58So instead of actually having to resize that frame, which might be perfectly
01:02sized, or continue it into another threaded frame to see the overset text. We
01:08can edit the overset text right here without touching the layout at all. So for
01:12example, if I just got rid of the word, include and got rid of this carriage
01:18return and made a space. Then you can see that it immediately fits, not only
01:23does the oversets brake line disappear from the Story Editor. But in the Layout
01:27view, you can see that it now perfectly fits and the overset mark is gone.
01:31So until CS4, that kind of editing work in the Story Editor was impossible with
01:38tables. So here we have a table that has two cells, with overset text. Let me
01:43zoom in and in the table cell, overset is indicated by this red circle thing.
01:48How can a table cell be overset? You might be thinking, aren't table supposed
01:53to grow and shrink dynamically as you add and remove text? Yes, of course. So
01:58the designer gets their hands on it and a designer says, "Hey, I think the rows
02:02should be exactly the same height."
02:05And the row height that I have decided on was, let me open up the Table panel
02:09from the Window menu, exactly 6 picas. So if the hapless writer happens to
02:18write a few more word that won't fit in the 6-pica line height, you are going
02:22to get an overset text. Normally, the way to fix this, since you couldn't open
02:26it in the Story Editor, would be to change the row height to an at least
02:31measure. So that, it shrinks and expands as necessary, but then see that ruins
02:36the table geometry. And I remember editing stories in tables like this very
02:41often, where I have to remember to drag down a ruler guide at the original
02:45overset location. So I could remember how much I have to edit in order to get
02:49it back to fit, it's a big nightmare.
02:51So let's undo that with Command+Z or Ctrl+Z, close the Table panel and instead
02:56we are going to open this, in the Story Editor. Go to the Edit menu, choose
03:00Edit in Story Editor or press Command+Y or Ctrl+Y. And now the entire contents
03:06of the text frame containing the table, including the text contents of the
03:10table appears in the Story Editor. Now in Macintosh, it opens up as we floating
03:15window sort of obscuring just a lit bit of the layout. I know on Windows it
03:20opens as a floating window obscuring the whole layout.
03:23One thing you can do in CS4 is to dock the Story Editor window to the little
03:29window docking area, underneath the Control Panel. And now you can flip back
03:34and forth between the Layout view and the Story Editor view, or you can also go
03:39up here to the Application Bar widget called Arrange Documents and view them
03:43side by side. So that as you are editing the Story Editor, you can see it,
03:49immediately take affects over here in the Layout view.
03:52But I'm going to go back up here, and choose Consolidate All to make them just
03:56regular tabbed windows because I want to concentrate for a minute on this cool
04:00way to work with tables in the Story Editor itself. So at the very top of the
04:04window, we have a little icon that stands for, there is a table here, and it
04:10has a show/hide triangle. So you could click on it to hide the contents of the
04:14table, and this is what we would only see in CS3. But it appears expanded by
04:19default and here is how it works. First of all, every row is noted by this blue
04:26label, okay. So we know that there is header row, and then 1, 2, 3 rows in the
04:32table, and you see that, this is a header row, 1, 2, 3 rows in the table.
04:39Each column is marked off by this dashed line. So in the first header row,
04:45there are only two columns. How can that be? Well, that's because the designer
04:49must have merged to these columns but in every other row there are 1, 2, 3
04:57columns. They are also demarcated on the left with that same dashed line. When
05:04you see overset text, it's pretty obvious if the text that is outside of this
05:09overset brake marks. So I'm just going to go ahead and get rid of a whole bunch
05:13of text to make everything fit, say make that a capital M and we will do this.
05:21We will just keep it as, using only Dutch chocolate that should make it fit.
05:27And go back here, not quite, we still have one more word left over. So let's
05:34say between that fits, between your tongue and the roof of your mouth. Give it
05:39a second, does it fit? Looks like it, and it perfectly fits.
05:44All right, so one last bonus tip that I want to tell you about, in addition to
05:48being able to edit tables in the Story Editor, is that you can now also insert
05:52notes in the story and notes are available from the Type menu now. In CS3 they
05:59used to have their menu. Now they are down here in Type > Notes and you can see,
06:04New Notes and add a note for yourself, Hey Joe, do you think this sounds good?
06:15Notes are ways for designers to communicate with the other designers who might
06:19be working on the same document or in an InDesign and InCopy workflow, its
06:23waste for designers and editors to talk back and forth because the same note is
06:27embedded in the story that's shared. And notes can be viewed in the Layout view
06:32by this little icon and just covering over the top, after note icon, opens up
06:37the Notes panel to see the contents of the note and you can navigate notes, in
06:41that really notes tutorial.
06:42But I want to show you that before you could not insert a note in a table and
06:46companies that relied on notes a lot were very frustrated that except for, you
06:50could do it before any bit of text except for stuff in the table. So they have
06:54to like, put a little fake text frames next to it to insert their notes. If you
06:58open this up in the Story Editor, you see that notes appear in a much easier
07:02way to read, they appear in-line, inside a lone note frame that can be
07:06collapsed and expanded.
07:08I just wanted to throw that little bonus tip out at you that's also new in CS4.
07:13And being able to edit a table text right in the Story Editor makes it much
07:17easier to work with densely formatted tables, I think. And of course to deal
07:21with those pesky overset text situations. So I say, thank you, Adobe.
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Working with rotated spreads
00:00When you are working with rotated text, it's hard to keep control of things, I
00:05mean, have you ever tried to do fine topography, like here, when your cursor is
00:10sideways. A neat new feature in CS4 is the ability to rotate an entire spread,
00:16so that the rotated text appears in a normal orientation. Now, it's just a
00:21visual effect, InDesign doesn't print rotated spreads or export them to PDF.
00:26You would still need to get a plug-in or something for that.
00:28But even so, it's quite handy to be able to format rotated text, without having
00:33to turn your monitor sideways. So open up, Choco_cat_04.indd which is inside
00:39your Chapter 8, exercise files, in the 08_04 sub folder, and go to page 3 where
00:45you can see this rotated text frame. And if you turn your head sideways, you
00:49can see the problem is that the text is running into each other and you will
00:53like to format it.
00:54Now what you could do would be to go to our friend, Story Editor, love that
00:59Story Editor and you could apply formatting here and get an immediate visual,
01:05feedback if the formatting is working. But now you don't have to bother with
01:09that instead, just go to the Pages panel, from your panel dock and you see that
01:15I'm on pages 2 and 3, and just right click, and choose Rotate Spread View. So
01:22you can rotate the entire spread in 90 degree increments, so to the right, to
01:28the left, or completely upside down.
01:30You can also go to the View menu and choose Rotate Spread, and the same degree.
01:37So I will just do it, from right clicking because I'm big fan of right
01:39clicking, Rotate Spread, 90 degrees clockwise. There we go, and now I can say
01:46okay. So I'm going to probably reduce the size of my type and then I will just
01:54put some returns and I forgot to do that guy. So let's say, there we go. For
02:00that special someone, that's close enough, I think you get the idea.
02:05So let me just zoom out here, so you can see what's happening. So even the
02:10Pasteboard is rotated and all the other spreads are in normal orientation. Now
02:18again, this will not print out rotated. This will print out normally, and a
02:22clue is that, look in the Pages panel. It's still in the normal orientation.
02:27However, because this spread is rotated, you get a little icon here. These two
02:33little arrows and it tells you the View is rotated -90 degrees. Now if you want
02:37to get rid of the rotation, you are done working on that text frame, just right
02:41click on here again, go to Rotate Spread View and choose Clear Rotation from
02:45here or from the View menu and that's it.
02:49With the new spread rotation feature in InDesign CS4, you will never again have
02:54to stand on your head to properly format text that's been rotated a 180
02:58degrees. Okay, well maybe you are into that and you want to, but you don't have to.
03:02However, I fully support you, if you do.
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Creating styles on the fly
00:00Here is a neat new feature, more like an improved feature, that I think is
00:04pretty subtle, that you might not read about but I found and I rely on it all
00:09the time. Open up Choco_cat_05.indd, in your Chapter 5, exercise files, and
00:16follow along. Here is the situation, let me set this out for you.
00:19Let's say that you want to edit the Paragraph Style, for one of these
00:23paragraphs. So I want to edit description, so I'm going to right click and
00:26choose Edit Description. And say that I want to add a nested style because I
00:30want the first two words to be purple and bold. So I go to Drop Caps and Nested
00:35Styles, and I say New Nested Style. And then I remember, oh I forgot to create
00:41the Character Style. So in CS3, we had to cancel out of here, open up Character
00:45Styles, create the Character Styles, go back to Paragraph Style, edit the style
00:48and then it would be available to me. You don't have to do that anymore in CS4.
00:53When you click New Nested Style- and you have forgotten to create the Character
00:58Styles, look just about anywhere in CS4 where you can choose a Character Style
01:03or a Paragraph Style, you will also see at the bottom the opportunity to create
01:07a new one. Not only that, but it opens up on top of this dialog box, so I could
01:12quickly create purple and bold and I won't bother actually creating it and then
01:18there it is available to me. So you don't even have to cancel out of any dialog
01:21box. You will find this feature in various other places, one that I found it
01:26very useful are like in Find/Change.
01:29Say that, I want to find, there is sales person named Kirk, and every time that
01:33he is mentioned I want to make sure that his name appears purple and bold or in
01:38a gold color, with a drop shadow or something like that. I can say Change
01:42Format > Character Style > New Character Style. I want to do a fine change and
01:47apply a Paragraph Style on the fly, New Paragraph Style.
01:52One more that I just want to acquire your attention to, lets say, that I'm
01:56bringing in -- and I will just do it out here on the Pasteboard, I'm going to
02:00bring in an Excel file to turn into a table. So I go to File, Place, navigate
02:07to the 08_05 sub folder, there is my big monstrous spreadsheet, turn on Show
02:12Import Options and you may remember that you can apply a Table Style on the fly
02:18as you are bringing this in.
02:19But did you forget to create a Table Style? No problemo. Just choose New Table
02:24Style and it comes up to the front. Did you forget to create a Cell Style for
02:28your Table Style? There it is, New Cell Style. Did you forget to create a
02:34Paragraph Style for your Cell Style? Look at that. That's just one of my
02:40favorite features in the CS4. It's subtle, but so handy because, how often have
02:45I forgotten to have prepared my styles before I needed them? So great to have them right there.
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9. Creating Rich, Interactive Documents
Creating hyperlinks with the streamlined Hyperlinks panel
00:00 With InDesign CS4, Adobe is really getting behind the concept of using InDesign
00:06 as an authoring tool for interactive documents. They have added a bunch of very
00:11 powerful new features to CS4 and they have also streamlined some existing ones,
00:16 such as creating hyperlinks, which we have been able to do in InDesign for a
00:20 while now. In fact, creating hyperlinks in InDesign layout is so streamlined
00:25 that you don't even have to use a dialog box, if you need to create a URL
00:29 hyperlink. So let's play with this for a bit.
00:32 Open up Choco_cat_01. It's the chocolate catalog 01, in your chapter09,
00:38 exercise folder in the 09_01 sub folder, and this is a variation of a catalog I
00:45 have been using for other videos, right now. Though it's not in spread, it's
00:48 not facing pages. The idea is that we are going to be doing a version of this
00:53 catalog as a PDF. And we would like people who are looking at this PDF in
00:59 Acrobat or Reader or in their web browser to be able to click things and go
01:04 places, like to be able to click the web site URL of the company Bliss No.5 and
01:09 go to Bliss No.5's web site or to click an e-mail link or other links within
01:15 here. So we can create the hyperlinks in InDesign and then as long as we turn
01:20 on Include Hyperlinks, when we export to PDF, then those links will be alive in
01:25 the PDF file.
01:26 Both, the URL for the company's web site and the e-mail address here, are
01:32 coming from the master page. So we will just create a hyperlink on the master
01:35 page and that way when it's exported to PDF, all the document pages will be
01:39 linked as well.
01:40 Now if you are going to be working a lot with interactive features in InDesign,
01:45 you might as well choose the new Interactivity Workspace that comes with
01:50 InDesign CS4. Just go to the Workspace switcher in your Application Bar and
01:55 choose Interactivity or you can go to the Window menu and go down to
02:00 Interactive where all of the panels that have to do with Interactivity are
02:03 located and choose Hyperlinks from there. If you watched my Cross-References
02:08 video, you may remember that I said cross-references and hyperlinks are closely
02:12 related. So they are ganged up together in the same panel, but hyperlinks has
02:17 precedence and it is the name of the panel.
02:20 This is new in the Hyperlinks panel, the URL field, and here's how it works.
02:24 All you need to do is select some text that you want to make a hyperlink. I'm
02:28 going to select Blissno5.com and I will copy it to the clipboard. As soon as
02:34 you make a text selection, the Hyperlinks URL panel wakes up, inviting you to
02:39 make a URL hyperlink. I'm just going to click right after the http:// and then
02:46 Paste and then hit Enter or Return or Tab and that link is already hyperlinked.
02:54 That was very easy, wasn't it?
02:56 And if you hover over the name of the hyperlink in the Hyperlink panel, it will
03:00 tell you what it's linking to. And one thing is that it's using the default
03:04 appearance of that horrible gray rectangle, but that's easily fixed. Just
03:10 double click on the hyperlink in the Hyperlink panel and you get to the Edit
03:13 Hyperlink dialog box.
03:16 Down here in Appearance, we are going to change the type from Visible to
03:19 Invisible Rectangle, and if you look in the document, it's immediately updated.
03:24 I think it's interesting that the Edit Hyperlink dialog box, like the Edit
03:28 Cross-Reference dialog box doesn't have a Preview check box. Any change that
03:33 you make is immediately put into effect in the layout. You can also apply
03:37 Character Style while you are in here, which is very convenient. And this file
03:42 has a Character Style that I have already created for hyperlinks. So I'm going
03:45 to choose it right there. It just gives it a little slightly different color
03:50 than the rest of the text. Click OK and now let's make one for the e-mail address.
03:58 I'm going to zoom out to fit in window, click over here, zoom in to make that
04:04 larger. Let's move it over a bit. Now this is not a URL, so we can't use our
04:10 4:11 trick of just creating a URL hyperlink from here. Instead we need to
04:14 actually create a new hyperlink and you can do that by clicking on the football
04:18 icon down here, which is not actually football, it's a chain. Though I was
04:22 thinking it was a football for the first 20 years that I was looking at it. Or
04:26 you can go to the Type menu, down to Hyperlinks & Cross-References and choose
04:31 New Hyperlink. So either way you can create a new hyperlink.
04:35 And now you get to choose what kind of hyperlink you want to create. I'm going
04:38 to create one to an e-mail address. So you can create one to a URL from scratch
04:44 from here, to another File, to an Email address, to a certain Page in this
04:49 document or a different document. To a Text Anchor, if you created a Text
04:53 Anchor which I showed how to do in my creating Cross-References video or to a
04:58 Shared Destination which I will be talking about in a little bit. We want to
05:02 choose Email. What I want to show you here is that -- check this out, you can
05:05 even include the Subject Line.
05:07 So the address here is bliss@blissno5. com and in the Subject Line, I think a
05:16 good one would be Catalog Inquiry. What this will do is turn this into a
05:21 hyperlink and then when somebody is looking at it in the PDF or a SWF file and
05:25 they click it, it's going to open up their default e-mail program and create a
05:30 new outgoing e-mail, fill in the Address with this line, fill in the Subject
05:36 Line with this line and put the user's cursor in the empty body area of the
05:40 e-mail which I think is pretty cool.
05:42 I want you to also notice that, the settings that you make here for the
05:45 appearance of the hyperlinks are no sticky, meaning that the first time that
05:49 you change and then stay that way. So you can just customize the very first
05:53 hyperlink you make and then from then on, you can rely on InDesign remembering
05:57 that you like Invisible Rectangles and you like this Character Style. They are
06:01 sticky with this document, not with very document that you create. By default
06:05 almost every new hyperlink that you create, you will notice that it has Shared
06:09 Hyperlink Destination turned on by default, and that's to allow you to share
06:13 this hyperlink with other InDesign documents which I will show you in a little
06:16 bit, but for now, just click OK.
06:22 And now we have our e-mail address linked. So what I like here is that when you
06:27 create a hyperlink from within the Edit Hyperlink dialog box, you get a name.
06:31 You don't get a name for the URL ones that you create with this little
06:35 shortcut. But I can show you a different way to make a URL hyperlink. Let's fit
06:41 in window and go back to Page 1. And let's say, for example, that we had a URL
06:50 here, on Page 1 that led to lynda. com. I'm going to type in lynda.com's
07:00 address. Now it's not really required to make these into hyperlinks unless you
07:08 go into SWF file.
07:09 But if you go into a PDF, normally Reader and Acrobat will automatically
07:13 recognize these as links. But if you wanted to make your own link, what you
07:17 could do would be to select the entire address and then go to the Type menu, go
07:22 to Hyperlinks & Cross-References and choose this guy, New Hyperlink from URL.
07:27 And it automatically makes it into hyperlink and adds it to the Hyperlinks
07:32 panel with the actual address.
07:37 It only works well though if you have the complete address here because it
07:41 includes whatever you have selected as the actual URL. So if you just had
07:45 lynda.com or www.lynda.com, it really wouldn't work well and you have to come
07:50 up here and edit the URL, not lynda. com but lynda2.com. And let's get rid of
07:57 that one, I'm just going to delete that one.
07:59 Let's jump to Page 2. I'm pressing Command+J or Ctrl+J, 2, and I want to show
08:06 you one more type of link before we export this to PDF. Let's say, down here,
08:12 we have like Hot Chocolate to be a hyperlink to a specific page on a web site
08:17 and I can't remember the actual URL. However I know that the page is included
08:23 as a link in another InDesign file. So here what I'm going to do is I'm going
08:27 to say create a new hyperlink by clicking the Create New Hyperlink button and I
08:31 want a link to a Shared Destination, and I mentioned this earlier saying a
08:35 Shared Destination is a hyperlink that other files can use.
08:39 So what I want to know is what is the document that has the link that I want,
08:44 it suggests the current document and it has a list of all of the links here
08:48 that I have ever made for this document. But I want a different document so I
08:51 will say Browse, right to chapter09, exercise folder, inside 09_01, the
08:58 brochure. There is a Hot Chocolate brochure that I know has the URL.
09:03 Now InDesign will automatically open it in the background as you can see, but
09:08 it makes that the active document and says, which URL do you want from here?
09:11 And here are a couple of Text Anchors that we made in earlier videos but here
09:15 is the URL that I actually want, and I click OK, and it made that link down
09:23 there and if I hover over Hot Chocolate, you will see the URL up here and down
09:29 here. Now it's not going to try to open up this document, you don't have to
09:33 worry about that. It's just reminding you where it got that URL from, that's a
09:37 Shared Destination link.
09:38 So let's export this to PDF really quickly. We will just go to Adobe PDF
09:42 Presets. I'm going to choose High Quality Print; you can choose any of the
09:45 settings that you want. You can save it right inside your 09_01 folder or put
09:50 it on your Desktop. But the one thing you want to remember when you are
09:53 creating interactive PDFs is that you always want to turn on hyperlinks and if
09:58 you have interactive elements, interactive elements like buttons for example or
10:03 videos that you have imported. And we would like to View the PDF after
10:07 Exporting, and we will go ahead and print all the pages and then just click Export.
10:15 And here's our beautiful PDF, opened up in Acrobat, the link to the Bliss no.5
10:20 web site is intact and watch my cursor, the e-mail link is also intact. Notice
10:26 how InDesign automatically added the correct little UNIX Escape codes inside
10:31 the e-mail URL, and we will go to Page 2, and there is our link to the other
10:37 URL, which is the Hot Chocolate sub section of that web site. So there you have
10:42 it, working with hyperlinks is a whole heck of a lot easier in InDesign CS4.
10:47 Thanks to the streamlined Hyperlinks panel and Edit Hyperlinks dialog box.
10:53
Collapse this transcript
Creating interactive buttons with the new Buttons panel
00:00Creating interactive buttons in InDesign CS4 is much easier now because
00:05everything can be done directly in the new streamlined Buttons panel without
00:10opening any dialog boxes or using special tools. In fact, you can see if you
00:15are accustomed to creating buttons in earlier versions of InDesign, that the
00:19button tool is no longer, there is no longer any need to use it because
00:23anything can be converted into a button with the Menu command. InDesign CS4
00:28even comes with dozens of pre-built sample buttons that you can drag into your
00:32layouts and use as you see fit. I will be talking about those later on in this video.
00:38For now, open up the Choco_cat_02.indd document that's inside your Chapter09,
00:45exercise folder in the 09_02 sub folder. And it's basically the same document,
00:50that I was working in the last video, if you are following along in sequence,
00:54so it might look slightly different than the one tat you are working on but it
00:57already has some built in hyperlinks and now we are going to add buttons.
01:01So the idea here is that this document is going to be viewed online as a PDF or
01:07a SWF file and so what we would like to do would be to add some buttons at the
01:13bottom that say Go to Previous Page, Go to Next Page. So the first thing we
01:18need to do is to open up the Buttons panel. Now I have already switched to the
01:21Interactivity workspace from the Workspace Switcher, which has all of the cool
01:27interactive features built in right here. Or you can go directly to the Buttons
01:31panel by going to the Window menu, going down to Interactive and choosing Buttons.
01:37Part of this Interactivity workspace is that the menus have also been
01:41customized. So things having to do with Interactivity are colored purple and
01:46there are some menu items that are missing. If you see Show All Menu Items at
01:51the bottom of the menu, that means that there are some menu items missing.
01:55Actually that drives me crazy to have missing menu items that are temporarily
01:58hidden. So what I usually do is after I switch to a workspace, I will go back
02:03down and choose Show Full Menus. Just a little side tip.
02:07So we want to open up the Buttons panel and you will see that instead of having
02:11to go out to a Panel menu and choosing commands like to add an Action and
02:15things like that, we are going to be able to do this all in a single panel. And
02:19the State Appearance has been integrated into the button panel as well. So you
02:24will notice that in the Interactive flyout, there is no more States panel,
02:28that's not necessary, it's all rolled into one single Buttons panel.
02:33Since we want the Go to Previous, Go to Next Page buttons to appear on every
02:37single page, we will jump to the master page and add them there. So open up the
02:42Pages panel and double click on the A- master. I'm going to resize this down to
02:47icons so we have a little bit more room here. Underneath the master, in the
02:52Pasteboard area, I have already created a couple of pieces of artwork that we
02:55will use as buttons. So you can just select those by clicking one and
03:00Shift-clicking the other, and then drag them up into the Footer area of the
03:04master page. And here we see how wonderful it is to have the Smart Guides
03:09telling us exactly when they are aligned. Right now they are perfectly aligned
03:12in this column and right there is fine.
03:16Let's zoom in a bit. I'm going to select one and press Command or Ctrl+Plus a
03:20couple of times. It's just a little Green triangle and I will close the Pages
03:25panel and open up the Buttons panel. Now because I have some thing selected,
03:31notice that this little icon at the bottom of the Buttons panel is highlighted,
03:34Convert Object to a button, so that's how it works in InDesign CS4, anything
03:39that you can select with the selection tool can be converted to a button.
03:43You can use this little button at the bottom of the Buttons panel or you can
03:46right click on a selected object. Go down to Interactive and choose Convert to
03:51button or you can go to the Object menu, to Interactive and choose Convert to
03:55button. I will choose this little guy down here and then you get a little
04:00ghosted symbol of a button, much nicer designed than in earlier versions of
04:04InDesign, and we want this button to be the Previous Page.
04:08I'm going to swipe over here and give it a Name, I will say, Previous Page and
04:14the Event is that when somebody clicks on this button, we want them to go to
04:18the Previous Page, so an Event is what the user has to do and then the Action
04:23is what happens when the user does it. And the Action is right here in a
04:27convenient dropdown menu and these are all the actions that you can attach to a
04:30button. There is some there just for a SWF, so if you go and export this to a
04:35SWF file, which I will be talking about later, but what we want is Go to
04:39Previous Page and immediately InDesign says this is the normal state of the
04:46button, but actually I would like it to look a little fancier, so I'm going to
04:48go to the EFFECTS panel which is part of my Interactivity workspace and add a
04:55Bevel and Emboss effect, and I'm just going to accept the defaults, let's turn
05:00on Preview to see what that looks like.
05:02That's fine, and then goes back to buttons; I think I will detach this from the
05:08Docks so that I don't always have to keep opening it. To create a Rollover
05:12State, so the user knows that this is an actual button, you know how they move
05:16their cursor over to changes, all you need to do is select Rollover and it
05:21automatically picks up the formatting of normal. So it's not a separate object,
05:25it is the same object, except that it just has a Rollover State and while the
05:29Rollover State is selected, then you can change the look of the button.
05:33We could even add text to this, import a picture, all I want to do is change
05:37Swatch color. So I will open up the Swatches panel and I will choose this
05:42Pantone color. It makes no difference what colors you are using when you are
05:45exporting to a PDF that's going to be viewed on screen because everything is
05:50going to be RGB in the end anyway. So what it looks like in InDesign is
05:54basically what it's going to look like in a PDF.
05:57So that's our Rollover and you don't have to, but if you want to, you can
06:00choose the Click State as well. In my experience the Click State shows so
06:04briefly, that it's ridiculous to try to do anyway, I mean, it makes no sense.
06:08But I want to go ahead and choose the Click State which again copies the normal
06:11state and for my Click State, I want to use the same color as the Rollover but
06:17I want to change the effects so it looks like something is happening, like it's
06:21pressing down. So I'm just going to open up the Effects panel and double click
06:25on the little Effects icon here and instead of the direction going up, I will
06:30make it go down. So it looks slightly different.
06:34And now that we have all three States done, you can just click on each one to
06:38see how they work and there is nothing new as far as previewing how buttons
06:43work in InDesign. You can't Rollover and get a preview there. You will actually
06:46only see it in the exported PDF or SWF file. It is important though to leave it
06:51selected in the normal state because this is the state it's going to be in when
06:54we export and this is the State we want it to look like when somebody first
06:57opens it up.
06:59Now instead of doing this one in the same exact manner, you know going through
07:02all those steps, I think what I'm going to do is delete this guy and select
07:05this first one and then I'm just going to flip a copy of it. And then we will
07:10just change the Actions. So I will use the Flip Horizontal up here and you know
07:14if you hold on the Option key, it makes a copy of what you are transforming. So
07:18the Option key on the Mac or the Alt key on the PC. Option+Click and then flip
07:23it over and then I will just Shift drag it over. And that looks about right.
07:30So with the Right button, its normal, Rollover and Click, picked it up and of
07:35course we don't want it to be Previous Page. We want it to be Next page. So I'm
07:39going to change the name to Next Page, on Click is fine, we want delete this
07:45Action, go to Previous page. We want to add an Action, go to Next page and
07:52that's about it. I press Command or Ctrl+0 to Fit In Window. Let's go to our
07:58document pages, and scroll through the documents. You can see that the buttons
08:05appear at the bottom of every page.
08:07Now before we export this to PDF and test out our buttons, I want to show you
08:11something else. Let me reset Interactivity to put buttons back away. And I
08:17wanted you to look right here, do you see where it says Sample buttons? This is
08:22part of the Interactivity workspace. And though it appears as though the docked
08:27panel, it's actually a library and the library contains dozens of pre-built
08:32buttons that you can drag and drop and use in any of your InDesign documents.
08:38So for example, if I drag and drop this guy right here, you can see that it's
08:42already a button.
08:43If you open up the BUTTONS panel, you will see there it already has a Normal
08:47state, a Rollover State, an Event, and an Action. You have to be a little
08:51careful with the actions though because some of them like go to Page only works
08:56with SWF and you will get an error, if you try to export it to a PDF, saying
09:01that it won't work. And depending on the button that you chose, they have
09:05different Actions, like I will drag out this Red one and look at the buttons,
09:10and this one has something slightly different.
09:12So I will let you know -- and by the way that buttons library is completely
09:16editable. If you want to drag and drop your own button into this library, you
09:20can do so and if you are wondering where is the library store, let me give you
09:25a little tip. If you go to your Finder or Windows Explorer, and go to your
09:29Applications or Programs folder, look inside the InDesign CS4 folder, in
09:34Presets, button library and there he is. So if you ever need to open up the
09:40button library directly in InDesign, and you don't have the Interactivity
09:44workspace chosen, you won't find it here under the Window menu. It's not part
09:50of the Interactive flyout or anything like that, but you could go to File, Open
09:54and navigate directly to that Presets folder and open it that way.
09:57So let's close this and get rid of these buttons. And then we will export this
10:03to PDF, go to File > PDF Presets, and you can choose any of these presets. Or I
10:09have already created a preset just for interactive PDFs, which I recommend that
10:14you do and I will show you that in a second. I'm going to save this right on my
10:17desktop, click Save and all I did was I, based it on High Quality Print, and
10:22then I turned in Hyperlinks and Interactive Elements because those two check
10:26boxes are so easy to over look when you are in a rush and if you forget to turn
10:30them on, that's a gotcha. You are going to open up the PDF and the buttons and
10:34hyperlinks are not working, you will wonder why. So it's a good idea to turn
10:37this on and save them with some workspace.
10:40But I'm just going to go ahead and say Export and there is our beautiful
10:47document and here are our buttons. So let's test it out. If I hover over this
10:51button and click, it jumps right to the Next page and I can continue clicking
10:55and there is the Previous one, the Rollover is working great. And we are done.
11:01So remember anything that you can select with the selection tool in InDesign
11:05can be turned into a button, even if it's a group, I could grab all three of
11:09these things, group them with pressing Ctrl G and turn them into a button, the
11:16entire group which I believe is new in CS4, just follow the same procedure that
11:21I showed you to set up Advanced Actions and State Appearances and remember to
11:26turn on both check boxes when you export to PDF. It's so much easier to create
11:30buttons now in InDesign CS4, thanks to that wonderful revamped Buttons panel.
Collapse this transcript
Creating page transitions for PDFs and SWFs
00:00Cool page transitions like this in your PDFs add interest in a touch of class
00:07to interactive presentations. Previously, the only way that you could add
00:11transitions like this to a layout was by exporting it to PDF and then opening
00:17it up in the Acrobat Pro going to the Advanced menu down to document processing
00:23and adding Page Transition in Acrobat but with in InDesign CS4 you can add Page
00:29Transitions directly in InDesign giving you more control and a few more options
00:34then Acrobat does.
00:36Though, you can't see them in action in InDesign. You can't flip though the
00:40pages and see the Page Transitions play out. You do get previews of the
00:44animations in the InDesign and they do work beautifully once you export the
00:48layout to PDF and also if you export the layout to the SWF file and then it's
00:52viewed in the browser which I will cover in the different video in this chapter.
00:56So let's add some page transitions to this document and see what they look like
01:00in the PDF. Open up Choco_catalog-03. indd, which is inside your Chapter09,
01:06exercise folder, in the 09_03 subfolder and this is the catalog for the
01:11chocolate company that we have been working with for a while. It's got about
01:14seven or eight pages or so. We have added hyperlinks and buttons in previous
01:21videos, that's what you see happening at the bottom of each page.
01:24What we want to do now is add Page Transitions. So that when someone uses the
01:29arrow keys or their mouse button to flip though the pages in the PDF in a
01:34Reader or Acrobat, they will see these cool page transitions. Let me show you
01:38how easy this is to do.
01:40Open up the Pages panel and just right click right on any of the pages and you
01:45will see that there is a fly out menu for page transitions. You can also get to
01:50it by going to the Pages panel menu and choosing Page Transitions from there.
01:54So I will choose Choose and here are the Page Transitions that come bundled in
02:00here and this is the little bit of Flash animation that's part of the InDesign
02:05coding that we are seeing.
02:06Just move your cursor over one of these little animations to see it play out
02:10once and choose the animation that you would like. The one that I was showing
02:15you in the beginning I had done with comb. Let's try Blinds, that's always a
02:19fun one. One of these, Page Turn is just for SWF files and so it won't work
02:26with PDFs. So you get a little reminder about that and you can choose to Apply
02:30to All Spreads or you could do it Page By Page if you would like.
02:32So I'm going to say OK. As soon as you apply Page Transitions, the Page
02:38Transition panel opens. It's a little confusing because there is a Page
02:43Transitions penal and also we are just working in the Page Transitions dialogue
02:47box. So why are there two things here?
02:50Well the Page Transitions panel lets you customize the transitions on a page by
02:55page basis. Let's open up the Pages panel and drag it out here so it's always
03:00available to us and what you do is you double click the first page in your
03:05Pages panel. Here is the Page Transition that we have chosen, Blinds, in the
03:10direction, Horizontal and the speed is Medium.
03:13Let's say for Page 2 we want to speed that up a bit. So I double click on Page
03:172, I will say Blinds; still Horizontal, only Fast. So we could say well then
03:23let's do the same thing for Page 3 to Page 5. So I'm Shift clicking these page
03:29icons right in the Pages panel and we will make them all Fast and then maybe
03:34for the last page I'm going to change it from Horizontal Blinds to Vertical Blinds.
03:41Now I don't recommend that you do this with your document. It's kind of crazy
03:44making to see different transitions from page to page but if you are doing a
03:47long document with different sections having a different kind of transition for
03:51each section is an interesting visual cue to the user who just happens to be
03:55browsing through it. So there are some good reasons for changing your
03:59transitions and customizing them.
04:01Now if you ever want to remove a Page Transition all you need to do is if you
04:07want to remove them from the entire document go to the Pages panel fly out
04:10menu, go down the Page Transition and chose Clear All or for an individual page
04:17if I didn't want any Page Transition of this first page I could right click on
04:22that page, go to Page Transitions and chose Clear Page Transition. Let's see
04:27you can mix and match them up that's about it.
04:30Let's go ahead and export this to PDF. Your Adobe PDF presets already have a
04:35pre-built interactive PDF Preset that I made that remembers to enable
04:41interactive objects. I'm switching to my Desktop and Hyperlinks but you could
04:47choose any PDF Preset that you would like, just remember to turn on these two
04:51buttons in the Include area and to view PDF after exporting and here is our PDF.
04:59Now we have rollover buttons that can bring us back and forth and you will not
05:04see the Page Transitions with the rollover buttons you only see them if you use
05:09the arrow keys on your keyboard or the right and left mouse button but I'm
05:14pressing the right arrow and left arrow key on my keyboard and I'm still not
05:18seeing it. Oh! There is one more requirement and this is true even if you had
05:22created the Page Transitions in Acrobat. You have put this document into the
05:26Full Screen Mode. You can do that from the View menu or you can do it just by
05:30pressing Command or Ctrl+L.
05:31This is how I started out the presentation. So now when I press my Left arrow
05:37key, there is our Comb happening. I'm going to go all the way to the beginning
05:41and then I will press right arrow, right arrow, right arrow, do you see how
05:45that one was little faster, okay and there is our different one, That's all
05:50there is to it, adding Page Transitions directly in InDesign is as easy as pie.
Collapse this transcript
Exporting layouts to SWF files
00:00So, you say you are not a Flash developer. You have no idea how to create a
00:05self-contained Flash presentation. You have to pay people to take your designs
00:10and make them into SWF presentations or add banners. No longer, nope, not with
00:16InDesign CS4, because from InDesign CS4, you can export to SWF, it's as easy as
00:22exporting a layout to PDF.
00:24In fact it's easier, because you only have one simple dialog box to deal with.
00:28InDesign can even generate the HTML page, that's required to show SWF files
00:33properly in a browser. All you have to do is upload the exported folder with
00:38its contents to a website, and the world can go to that URL and bask in your
00:43SWF beauty.
00:44So if you want to give this a try, and it's a lot of fun let me tell you, go
00:48ahead and open up the Choco_cata_04 document, which is inside the Chapter 09,
00:54exercise folder in the 0904 sub-folder. It's the same Chocolate catalog we have
01:00been working with. In this chapter in the video, I'm creating rich and
01:03interactive documents in InDesign. It has some inbuilt buttons, and hyperlinks,
01:08and now all we are going to do is export to SWF.
01:12Now what is a SWF file? It actually stands for Shockwave Flash, but everybody
01:17just calls them SWF files or Flash files. These are like self-contained little
01:22documents. They are sort of like a PDF is to acrobat, what a SWF is to Flash,
01:26except that in Flash you can't really open up a SWF and edit it. It gets kind
01:32of hurried that way. Instead there is a different native format for Flash
01:36files, but SWFs are like the final end result. That's what you see if you see a
01:40Flash banner in a Web page or something like that.
01:43That's what InDesign can export to that format. So you don't even need Flash to
01:48create these SWFs. There is a couple of caveats, and one is that if you want to
01:53include a movie like some sort of QuickTime movie, or you want to include sound
01:57files, the export to SWF format in InDesign does not support that. However, you
02:02can export to XFL, which is this totally new file format that Flash CS4 Pro can
02:09read. I'm going to be talking about that in a different video. So you can
02:14create Flash files with that are fully formed from InDesign just not to SWF.
02:19But inside of a SWF you can include everything that you can include inside an
02:23interactive PDF. First of all you have the beautiful InDesign topography, and
02:28colors, and the images that you place. But then you can add interactive
02:32elements like buttons and rollovers and page transitions, so all of that stuff
02:37can be included in a SWF file.
02:39If you want to design for SWF from the start, check this out in a new document
02:44dialog box. I go to File > New, and look at the Page Size dropdown menu. They
02:50have included a whole bunch of common Web sizes. These are all in pixels, which
02:55is about the equivalent of a point in prints speak. So that if you are creating
02:59for a screen like a 640X480, you can do so right from a New Document dialog box.
03:05Of course, you can convert basically any print project to SWF as well. To do
03:09so, just add whatever kind of interactivity you would like, like I said this
03:13one already have some rollover buttons that bring us different places, and some
03:17hyperlinks and things, but other than that it's just a normal InDesign
03:20document, in fact, it's actually prepared for print, see it has got like this
03:23bleed stuff happening on the side.
03:26When you export it to SWF, you don't need the bleed. One thing I would
03:30recommend is that you change the Transparency Blend Space from document CMYK,
03:37which is the default for most documents for print, to document RGB, because
03:41everything will be converted to RGB when you export. This way any kind of
03:45transparency effects will come out looking the best.
03:49I have one other caveat is that if you have any transparent elements that are
03:54overlapping any objects with interactivity like these buttons have some action
04:00built into them, so if we had like a drop shadow hitting them on top, then
04:04because the SWF file is always flattened, you are going to lose the
04:08interactivity. So make sure that any interactive elements such as hyperlinks
04:13and buttons are at the tops layers, so you will notice that in my layers panel,
04:18I always keep the buttons in the top layer.
04:23So now that you know two caveats. Let's go to File and choose Export, and we
04:30are going to save this right out on to the desktop. So I'm pressing Command or
04:34Control+D, and we want to choose the SWF format. By the way, you do see a
04:40couple of new formats here. I want you to notice that SVG is no longer with us.
04:46There used to be SVG and SVG Compressed, though I have never met one person
04:50ever who exported to that format, but we do have SWF.
04:53So choose SWF, and you will see it's a SWF right up here. And click Save. Then
05:00here is that dialog box that I mentioned. Just one dialog box is all we have to
05:03go through. Do you want this to scale? You can choose the scale, and it's
05:07talking about size and pixels. Any numbers you see here are in pixels, which is
05:12the equivalent of the point.
05:13You can have it automatically scaled to a certain screen size, if you would
05:17like, or to a certain width and height. All right, we are just going to leave
05:21it at 100%. And which pages do you want to export? We are going to export all
05:27of them. We don't want spreads. Who cares about wasting pages spreads? You
05:30always want to keep generate HTML file turned on, because if it just creates
05:35the plain old SWF file, you not going to be able to see it correctly in a browser.
05:39The browser needs some code that embeds the SWF file, and then if the user
05:43doesn't have the Flash, plug in, which 98% of users do, regardless of what
05:48platform, or I don't know what browser they are using, but if they don't. If
05:51they are the 2% that don't, like my mother then it's going to say, you need to
05:55download the Flash Player, then it will give you a button to automatically
05:58download it to the person can view the SWF file.
06:01Anyway, always turn on, and generate the HTML file unless you are really good
06:05with embedding SWF files on your own already, or maybe the advertiser just
06:09says, just send the SWF file. We don't need the HTML file, then you don't need
06:13to turn that on. But we are going to leave it on for now.
06:15Sometimes you want to rasterize the pages, only because it results in a smaller
06:19file size, or there is some other kind of reason for rasterizing the pages.
06:24It's not turned on by default, but if you have bad results after you export SWF
06:29and some things that become funky, because not every single special effect that
06:32you can do in InDesign is supported in a SWF file, then you might want to turn
06:36on and rasterize pages, which will mean that you are going to get the same end
06:39result as what it looks like in InDesign. File size might be kind of big one.
06:43Of course, you want to view SWF after Exporting, and then what to do with this
06:47live text in here? This is a default InDesign text to Flash text, which means
06:52it's going to maintain the formatting. It's going to look sharp and crisp. The
06:56other choice is, you can convert it to vector path or it will lose some
06:59hinting. It will look kind of chunky on the screen, but sometimes if Flash text
07:04isn't working, or for some reason it can't convert some sort of funky typeface
07:08that you have installed, you might want to choose this one.
07:11You could also choose convert the InDesign text to a raster image. You might
07:15want to choose that for the same reason you might want to choose rasterize
07:18pages. If you are having some kind of bad results, because there is some sort
07:22of interactivity with transparency, then you might want to choose raster the
07:26text as well, but normally just leave it at Flash text.
07:30Yes, we want to include buttons, and hyperlinks, and any page transitions.
07:34Let's turn on that Interactive Page Curl. This only is available for SWF files,
07:39and that's very cool. I will show you what that looks like in a bit. We can
07:42leave image compression at Auto, or you can choose JPEG. If you have placed
07:48JPEGs in here, as long as you haven't applied any kind of transparency effects
07:52to them, then it's not going to read JPEG. You are going to get some good results.
07:56But if you have applied transparency effects, then sometimes InDesign will need
08:00to read JPEG, and you might get some compression art effects. Just keep that in
08:04mind. Then JPEG quality and Curve quality is the trade off between file size
08:11and fidelity to your original design. Just leave them both at medium for now.
08:15If it doesn't look right, then you can come back and export at a different
08:19setting, and then compare them.
08:20We have gone through all of these options, and let's just go ahead and click
08:23OK. You will always see this warning, if it detects any transparency in your
08:28document, and this is what I had mentioned earlier. If an object with
08:32transparency overlaps any interactive elements, the interactivity will not be
08:36preserved, reminding you, we don't have to be worrying that. Click OK.
08:42It's going through, and flattening all the pages and generating the SWF file,
08:46and then in your default browser, the SWF file opens up. See, it actually opens
08:50up an HTML file that it created, and within this HTML file is the call for the
08:55SWF file. Now we can use our buttons, and our rollovers work perfectly. There
09:02is our page transition built-in. We have our hyperlinks that work. That is the
09:07Page Curl. Check this out.
09:10Moving back a page, or let's move forward a page. Just drag. Isn't that
09:16incredible, how does that mirror look? Let's take a look by the way at this
09:22curl here. If we go to View and choose Page Source, InDesign wrote all this
09:27stuff. So this is what I meant by have InDesign generate the HTML file, because
09:31otherwise, to make a solid SWF file that your client can open without a
09:35problem, you'd probably have to write this yourself. You don't want to do that.
09:39So it created that HTML file and the SWF file. We saved them to the desktop. So
09:46this file, the HTML file, and the SWF file are what you want to upload to a Web
09:51server inside another folder, something like that, and then you tell the client
09:55to look at this HTML file, to go to this URL in their Web browser.
10:01Exporting to SWF from InDesign CS4 is a simple yet powerful. I think it
10:06presents a number of new opportunities for presenting your designs to clients,
10:11or even distributing your designs without needing to learn one bit of Flash
Collapse this transcript
Exporting layouts to XFL (editable Flash format) files
00:00Now that Adobe is getting a better handle on Flash, it helps if you can buy the
00:04company that owns the code, doesn't it? They've been able to integrate it more
00:08and more into many of the desktop applications. Integration is a good thing.
00:13The Creative Suite is a suite after all.
00:16So of course, we end users would like to be able to move the same project
00:20around, into all of the applications in the suite, or at least allow one
00:24program's format to talk to another program's format. Well, with InDesign CS4,
00:30Adobe has accomplished a major step forward in that regard. They have added a
00:35completely new file format. One that helps Graphic Designer's work hand-in-hand
00:39with Flash developers it's called XFL. Shorthand for Export to Flash format.
00:45Specifically, Flash CS4 Professional. That's the only version of Flash that can
00:51open XFL files. So test it out, go ahead and open up Choco_cat_05.indd in your
00:58Chapter 09 exercise files in the 0905 subfolder. This is the chocolate company
01:05catalog that we have been working with throughout this chapter.
01:08Just a regular InDesign document, as you can see it was originally designed for
01:11print, because it has these bleed guides and stuff. It's full of the usual
01:15beautifully type set text we are using, all sort of interesting styles and
01:19things. The point that I'm trying to make is that, you can repurpose an
01:24existing print document, and then export that to XFL, so that this can be
01:29turned into something flashy in Flash, or you can design from the ground up for
01:36Flash. Really all you need to do is, when you create your new document, turn
01:41off facing pages, usually you don't need facing pages in a Flash animation or
01:45Flash document.
01:47But look down here at the bottom of the page size. They have already inserted
01:52some common browser, or screen sizes like 640X480, 1280X800, of course Custom.
01:59Now these are all in points, which is equivalent to pixels. So instead of you
02:05trying to do a look and feel in Photoshop to get to the Flash people, you can
02:08do it in InDesign, which is often far easier than doing that in Photoshop.
02:12We are just going to take this document, and this document already has some
02:18Hyperlinks and interactive goodies, buttons and things like that in here, and
02:22most of this will be honored when we export to XFL. So let me show you how
02:27incredibly difficult and complicated it is to export an InDesign file to XFL
02:32format. Go to the File menu, choose Export, and I hope that you have your
02:37pencils out and a piece of paper. Just choose a Save Location. I will save it
02:41to the desktop. Choose XFL as the format, and click Save, and fill in a couple
02:48of buttons and say OK.
02:50The end, I mean, can you believe it how easy this is? So if you saw the video
02:55about exporting SWF, this is even simpler than exporting to a SWF file, but a
03:00lot of the elements are the same. First of all, you can choose whether or not
03:03to scale this file to a certain dimension, or you can have it automatically
03:08rescale itself to fit to a certain screen size. So the scale size what it is
03:13going to do, to make it fit. We will leave at scale at 100%.
03:18Then down here under Pages All, a range, we will say All. Usually you
03:21don't need to export spreads, but you could if you wanted to. If you are
03:25exporting a magazine and you still wanted the Flash file to look like a
03:28magazine. You can choose to Rasterize Pages or Flatten Transparency. Now these
03:33two things are not turned on by default, and that's because there are some
03:37effects that you can do InDesign, that really don't translate, well once they
03:41are opened in Flash, and you really don't know until you actually open it in Flash.
03:45So you might as well keep these turned off, and then if it doesn't look right
03:48in Flash, come back here and try it again with them turned on. One of the big
03:51features is, what happens with text. The default is InDesign Text to Flash
03:56Text. What that means, is that the text comes through completely editable,
04:01using the same formatting that you used here. Now there are no style sheets per
04:05se for text formatting in Flash, but all of the text maintains the same leading, etc.
04:12As long as the Flash person, which could be you or maybe a Flash team, or your
04:17Flash subcontractor, as long as they have the same fonts, then they will be
04:22able to edit their text as necessary. The other choices that you have are
04:26export or to convert the text to paths to outlines, which is something you
04:31might want to do if they don't have the fonts, you don't know who is getting
04:34this Flash file, or you can Rasterize the text.
04:37So the text will be Rasterized to an individual frame basis. It doesn't mean
04:41you are going to flatten the entire document. It's just that the text will be
04:45flattened within their frame. So we will leave everything else at the default,
04:48and click OK. You will get this warning that I mentioned already that some
04:53transparency attributes will not be preserved. We will just say, yeah fine, we
04:57are going to chant it.
05:00So it's done, let's flip to Flash, and open this file on the desktop. As I
05:12said, this can be opened by Flash CS4 Professional. There is also an extended
05:17version, extended can open this too. There we go. Do you notice that each page
05:23in the InDesign file here it appears on the stage, is in a different frame. So
05:28you can page through here and from here you, if you are a Flash pro, would be
05:34able to add ActionScript and all sorts of cool things.
05:37But let me show you what I was talking about as far as editing text is
05:40concerned. I'm going to drill down into this text frame. You can see in Flash,
05:48it's telling you what level you are at here. Now I can edit this text. So this
05:53says Organic Chocolate Bars. I will call it Organic Fruit Bars. It's using the
06:00exact same font and format, and of course, I'm on the same computer. But you
06:05can see what I mean how incredible this is that you create InDesign and then do
06:11all your program and kind of stuff in Flash.
06:14So from that point on, if you want to learn more about working with the Flash
06:17file, I recommend that you go to lynda. com and look at the videos on Flash CS4
06:22that they have, or if you are already a Flash expert, I think you can how the
06:27possibilities unfold.
06:28Now that we have the XML format, design teams are able to use InDesign
06:33incredibly powerful design and topography features, and then apply ActionScript
06:38programming, and hooks to databases, and animations, and all that kind of fun
06:42stuff from within the powerful Flash CS4 Professional program. I mean it's
06:47truly a marriage made in heaven.
Collapse this transcript
10. Live Preflight
Checking and correcting layouts with Live Preflight
00:00Live Preflight, hallelujah! In InDesign CS4. I'll tell you, next to getting a
00:05middle of the night phone call with news that our loved one is in trouble, is
00:09getting a phone call from my commercial printer saying that one of my jobs is
00:12in trouble. That it can't be run, because there is some error in my file, or
00:17worse getting the first boxes delivered of the printed pieces and going, hey,
00:20why does this image looks so horribly pixilated?
00:25Well, you know InDesign CS3 and prior versions had a very rudimentary preflight
00:30routine that hardly anybody relied upon because it was just so weak. So unless
00:34you invested in an expensive dedicated preflight package, and were vigilant in
00:39running it, every time you were preparing a file for output, or you spend
00:43hours, this is what I did, pouring over my jobs, to check for errors manually.
00:48It was too easy to let mistakes go unnoticed, and make it all the way through
00:52to the commercial printers and any commercial printers listening to this video
00:56know what I'm talking about. That's why I'm so happy to see such a robust, well
01:00thought-out Live Preflight feature, that's turned on by default in every CS4
01:05document that you work on.
01:07To follow along, you should open up the Bliss_Magazine-before.indd file, which
01:13is inside your exercise folder for Chapter 10_01, and scroll to any page in the
01:19document. This document will assume as about ready to be sent off to the
01:23printer, either export to PDF, or your file package. But notice that if you go
01:28to the File menu, that Preflight is no longer. It's not here. Right, there is
01:33no Preflight command built-in there. Preflight is on all the time called Live
01:38Preflight, and you will see it at the bottom of the window, down here. It's
01:43this area where there are 2 errors.
01:45So you may have been noticing that you are getting some sort of error read out
01:50in some of your documents. What you are supposed to do with that? Well, what's
01:54happening is that every time that you work on an InDesign CS4 document,
01:58preflight is checking against a basic preflight profile. The basic preflight
02:03profile includes checks for missing fonts. Missing or modified links, and
02:10overset text.
02:11You can access to Preflight panel in a couple of different ways. First of all,
02:16if you go to the Workspace Switcher in the Application Bar and choose Printing
02:21and Proofing, surprisingly enough, the Preflight panel is part of this
02:27workspace. I'm going to switch back to Advanced.
02:31Another way to get to it is of course going to the Window menu, where all of
02:34the panels are listed. You won't find preflight in the first list here. You
02:39have to go to Output, and it's been added to that same sub-menu where you find
02:44those Flattener Preview and the Separations Preview and Trap Presets. But I
02:48think most users will go to it directly from here in the Status Bar. There is a
02:53little Pop-up menu that you click at and you can select Preflight panel
02:57directly from here, or simply double-click right on the Live Preflight Status Bar.
03:02So any of those ways will open up the Preflight panel, and you can see that it
03:06is by default checking against the basic profile, and it's in those familiar
03:11brackets, letting you know that this is a default that comes with the program.
03:15It's reporting that there are two errors in total. One having to do with the
03:19links, one having to do with text. To see the actual errors, just click on the
03:24little triangles to show or hide the list of errors. And it's telling us, for
03:29example, if there is a missing link, candy piece.jpg, and if you open up the
03:35Links panel, you will see that indeed that link is missing.
03:41To quickly get to it from the Preflight panel, just click on the linked page
03:45number, just like how the Links panel does that, and it selects the image. Now
03:50if you are not quite sure how to fix a missing link, you can select the error,
03:56and then reveal the Info panel, which explains in more detail what's wrong. The
04:01linked file is missing. How to fix it?
04:04In the Links panel, use the Relink button to find the linked file. So go to the
04:09Links panel, use the Relink button at the bottom, and find the actual file. In
04:15this case, you will find the file inside your Chapter 10 folder, inside the
04:21folder called Files, and it's bonbon. jpg. I'm going to turn off Show Import
04:27Options; we don't need it, and close the Links panel. Now you will see that
04:33Preflight immediately got rid of that error. It is a Live Preflight. It's
04:37dynamically updating according to what you do in the layout, and then we have a
04:41text error.
04:42So I'm going to open up this one, and it says, problem with the text frame on
04:46page five. Whatever could it be? Select the error, and the Info panel tells you
04:51there is overset text by eight characters. Tells you exactly how much is
04:54overset, and how to fix it. Resize the text frame, or edit the text to fit
05:00within the frame, or hey, you might need to add text frames to the story thread
05:04if necessary. This might seem simplistic to you, but there is a lot more that
05:08Preflight can check for, where things would get more complicated, and the Info
05:11panel come in very handy.
05:13Also I think this is great if you have people who are not that experience with
05:17InDesign. To help them learn how to fix problems in a document. So let's go and
05:22fix this text frame. I will just click on page five, and here is the overset
05:27text, and one way to fix this would just be to double-click this bottom handle
05:32which resizes the frame to fit, and there is our overset text, and now there
05:38are no errors. We are done with Preflighting. Go to fit in window. Notice that
05:44it says, No errors, and we get a happy green down here on our status bar.
05:47That's what we would like to see. So of course, there may be more errors in
05:51this document, there may be images whose resolution is too low. There maybe
05:55spot colors, and we don't spot colors, that kind of thing.
05:58It's important to remember that Live Preflight by default does not check for
06:02all that stuff. It only checks for missing fonts, for missing or modified links
06:07and overset text. It's enough though to create your own custom profile, and add
06:12a whole bunch of other potential error situations that you want the Live
06:16Preflight check against. However you handle it, with Live Preflight you will
06:20always get up to the minute reporting of the issues that your document is
06:23having, and an easy way to find and correct them.
Collapse this transcript
Creating and sharing custom preflight profiles
00:00Depending on the type of project that you are working on, you might want
00:04InDesign's Live Preflight feature to check for conditions other than the ones
00:08it normally checks in its basic profile. For example, you might want Live
00:13Preflight to check for image resolutions in the file, images that are too low
00:17of a resolution or too high or maybe check for objects that come too close to
00:22the trim edge or the safe area.
00:24If you are working in a CMYK file, you probably want Live Preflight to check to
00:28make sure that there are no spot colors used, and vice versa. If you are
00:32creating a two color job, it would be nice if Live Preflight could warn you
00:36about any CMYK images. Maybe you want to make sure that there is no
00:40transparency used in the document, or that all your strokes are at a minimum
00:45weight or higher.
00:46All of these situations and many more can be included in the profile that you
00:50create for Live Preflight. To see how this works, open up the
00:54Bliss_Magazine-02.indd file, which you will find inside your Chapter 10
01:00exercise files in 10_02, and you will see that it reports two errors, because
01:05it is only reporting against the basic Preflight profile.
01:09You can open up the Preflight Panel by double clicking here, or by opening up
01:14the Preflight Panel from the Window Output Sub-menu, and there it is, checking
01:20against the basic profile. We want to create a new profile that includes other
01:24parameters. To do that, go to the Preflight Menu and choose Define Profiles.
01:31You can see the main categories of everything that Live Preflight can check.
01:37General is just the description of the profile itself that you can edit, but
01:41the other categories have triangles next to them that you can reveal to see
01:46what's included in that category.
01:48If the currently selected profile, which is listed at the left, checks for
01:52something in the category, you will see the box is highlighted. So links
01:56basically just checks for missing or modified links, which this basic profile
02:02checks for, or OPI links. But categories like say Color can check for many
02:07other things. I don't have time to go through every single item in this list,
02:11but I encourage you explore it and just for some random highlights, check this out.
02:16Under Color for example, you could say I don't want to include certain color
02:21spaces, or you want to be notified when overprinting has been applied to white
02:27or the paper color, which can cause issues and surprises on press. For images
02:32and objects, you can have a check for image resolutions. If something uses
02:37transparency, what is the Images ICC Profile, and if it's been overwritten.
02:43Minimum Stroke Weight, if something is coming too close to the bleed or trim,
02:47and for text, there are a whole bunch of items that you can it checked for.
02:51As you can see the basic profile checks for overset text and missing fonts but
02:56look at this, you can even have it checked for overrides to any paragraph or
03:00character styles and you can choose to ignore like kerning and tracking
03:04overrides, or language overrides when you have selected some text to use a
03:10different spelling and hyphenation dictionary.
03:13Font types not allowed. Non- proportional type scaling, it even includes all the
03:18new features in CS4, such as the Cross- References that you can make sure that
03:23Cross-References are up to date and resolved, and that if you are using
03:27conditional text, that any indicators that are showing on the page are set not to print.
03:32Even a document itself can be included in a Preflight Profile that pages are of
03:38certain size or orientation, the number of pages that are required, if blank
03:43pages are there and that the Bleed and Slug has been set up correctly.
03:49So to create your custom profile you can't just edit the basic profile alone,
03:54you have to create a new one, and to do that just click the + symbol underneath
03:58the list of profiles, and then give it a name. So we will call this
04:04Bliss_Magazine preflight check, and then you would go through here and check on
04:12the items that you want to include. Like for example that you don't want to
04:15include spot colors and so on.
04:17So you could go through here, and then click Save when you are done. I'm not
04:23going to go through here and check everything off, and then this is how you
04:26would create a new profile. But let me show you another way to create a
04:29profile. So you can go through here and check off all the other conditions that
04:33you want this profile to check for, and I will leave that up to you. But I also
04:37want to tell you how you can share these profiles.
04:40Once you have created a profile, you need to click Save, as I just did to name
04:45it, and then you highlight it, and then you can export it as a standalone file,
04:51save it on your desktop, save it to the server. It ends with IDPP or InDesign
04:56Preflight Profile. When somebody has exported a profile, other people can
05:02import it, and you do that again, through this Preflight Profiles dialog box.
05:07Go to that same menu underneath the list of profiles and choose Load Profile.
05:13In this case I have a complete or fairly complete profile already created for
05:17you. It's inside the Files folder, which is inside the Chapter 10 exercise
05:22folder, Bliss_Mag.idpp. Go ahead and open it, and did you notice that there is
05:28also an Embed command. Embedding a profile embeds the profiles within this
05:34document, so that anybody who opens up this document gets the profile
05:38automatically. You don't have to export it. They don't have to load it. It is
05:43part of this document, and that is what InDesign will check against by default.
05:47So choosing Embed Profile would be a good idea for when Preflight create a
05:51profile, or maybe your commercial printer creates a profile, and would like you
05:55to use that all the time in the files that you are going to be sending to them,
05:58and in fact already know if your printers are planning on doing that.
06:02So we have Bliss_Mag profile. That's the one that you just loaded. Let's click
06:05OK. Once you go back to Preflight, it doesn't automatically switch you to the
06:10last edited, or last loaded Preflight Profile, you actually have to select it
06:15from this pop-up list.
06:16So choose Bliss_Mag, the one you just loaded. You can see its checking and
06:22checking, and might take a little while, and now it says that we have 27 errors
06:27because I checked for few other things in this profile, and we will take a look
06:31at a few of them. We are not going to correct all of them in this exercise. But
06:35let's see what is says.
06:36So for Links, we have a missing link and it's candy piece.jpg. That was the
06:41missing piece of bonbon candy. If we go to the Links Panel menu, you can see
06:46that indeed it is missing. Under Color, color space not allowed. Let's make
06:53this little larger. What could that mean, Graphic Frame go to page one, and
06:59it's selecting the entire frame.
07:02Remember that if you are not sure what the error could be, select the name of
07:06the error, and in the Info Panel it will tell you what the issue is. This issue
07:11is that the fill of this frame uses an RGB color, and part of the profile is
07:16that RGB and spot colors are not allowed in the document. So it's flagging
07:21things that are filled with RGB color, or stroke with RGB, or actually RGB
07:26images, and if I open up my Swatches Panel, and make the fill color active, you
07:34can see that indeed -- oh, my goodness, how did this RGB is sneak in here?
07:38So I can double-click it, and change it to CMYK, and the Preflight Panel thinks
07:45about it for a while, and gets rid of that problem. So you would go through
07:49here, checking each problem, and correcting them as much as you could.
07:53So in this case, I select chocolate 101, and the problem here is not that it's
07:59overset, but that the text content uses an RGB color. Let's see where that is.
08:04I will click 2, oh, here it is. It selected down here, but it's really
08:09zoomed-out. Let me zoom-in a bit. So this text apparently is stroked with an
08:22RGB color. Who is the designer who created this thing, I want to find him?
08:26Let's change this to CMYK.
08:33What other things are we checking on? Images and objects, image resolution.
08:38What's the problem with this image? This one right here, this large one. The
08:45problem is that it has to be at least 225 dpi; it's only 94 dpi. I think this
08:51should say ppi. The fix is to direct select the image and use object transform
08:57scale, to change the scaling applied, or edit the source file. I love this.
09:01This is like getting a little manual with every copy of InDesign.
09:05Notice that you also have these next error, and previous error on the list.
09:09Triangles, sort of like how we have in the Links Panel and Link Info. So you
09:18could quickly zip through all of the errors in your document, and read what
09:24info says to do to fix it, and get a close-up view of the problem. A little
09:29faster than clicking here and opening up Link Info.
09:32So that's basically how creating a Custom Preflight Profile can help you save
09:37time and prevent errors on press, and it's also a great way to help your
09:41colleagues, or your interns, or your freelancers create problem free files,
09:47just like you know how to do yourself.
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Generating preflight reports
00:00So when you are working in InDesign and you have got a layout that has a whole
00:04bunch of Preflight errors, quite into whichever profile you are using, such as
00:09this one does. This is Bliss_Magazine- 03 that you can open from the Chapter 10,
00:15exercise folder, in the 10_03 folder. If you look down here in Preflight status
00:20bar area, 27 errors, it would be nice to be able to document that somehow.
00:25I mean, you could, I suppose open up the Preflight panel and take screenshots of
00:32this. But there is a much easier way to do that. You can create a Preflight
00:36report, so to do that, go to the Preflight panel menu, and choose Save Report.
00:43Give the report a name. I will call it Bliss Magazine preflight report. We will
00:52save it right on the Desktop, and notice that it's going to automatically
00:55export its PDF. You could alternatively choose a text file, perhaps you want to
01:01do some sort of automated text processing with this document or you want to
01:04bring it into an InDesign layout and format it. But we will just leave it as
01:08PDF and click save.
01:12The Preflight report opens up automatically in whichever program you have set
01:16to open up your PDFs. Here we have Acrobat and it goes through the list of
01:20problems including the page number and what the Preflight report is checking
01:27for, what the requirement is, and how to fix it. So this is something that you
01:32could printout and attach to the layout and give it to like an intern, to say,
01:38hey fix this, or you could return it to a freelancer and say, please fix all
01:41these problems, or may be your printer, and you get a problem Java file from a
01:46designer, and you want to return it to them. There are lots of times, when you
01:50might want to generate a Preflight report.
01:54Now this is going to generic, what I would like to show you is that you can
01:56actually customize this report. It's based on a template, that's installed in
02:01your InDesign program file and you can edit that template to include your
02:05company name, your own branding, that kind of thing. So let's close this, and
02:12I'm on the MAX, I'm going to jump to the Finder. Inside my Application folder,
02:17inside my Adobe InDesign CS4 folder, there is a folder called Scripts and
02:22inside the scripts folder, there is one just for Preflight.
02:26Now this is the JavaScript. That creates the Preflight reports and this is the
02:31Preflight report template. It ends with .indt. So what I would suggest that you
02:36do is duplicate this. I'm just going to press Command+D on the Mac to duplicate
02:42it, and I'm going to rename the copy, original, incase I ever want to go back
02:49to it. The Preflight report that InDesign uses has to use this name for the
02:54template. And then we just edit the PreflightReport.indt, that's simple. Just
03:00by double clicking on it, which will open it up as an untitled document in
03:04InDesign. And here you can edit whatever you would like except I would not mess
03:09around with the stuff in between these brackets.
03:11These are variables that get filled in from the JavaScript. But you can do the
03:15things outside of the brackets, for example, you might want to say, lynda.com
03:23report_title or apply different color to this table header, something like
03:27that. I will just leave it as lynda.com; I think may be I will change the color
03:31of lynda.com to blue. There we go.
03:38Now you want to save this, with the same name in that same folder, as a
03:45template. So choose, Save As, you want to save it as a template and give it the
03:50exact same name, I can just click on here to fill in that name. And Save, yes
03:56we want to replace the existing one, and close the document. So now we are back
04:01in Bliss_Magazine-03 and let's run another report. Choose Save Report from the
04:07Preflight menu, I will give it a slightly different name, we will just call it
04:11Preflight Report2, Save, and there is lynda.com InDesign Preflight Report.
04:21So being able to create reports is a wonderful way to document all the issues
04:25that are happening with the layout and to have something to go by when you are
04:28correcting them. And Live Preflight itself is such a boon to designers and page
04:34production people everywhere, and to the printers who love them. I think that
04:39if I had to choose three top features, Live Preflight would definitely be one
04:43of those top three features
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Preflighting a book
00:00Managing multiple layouts by adding them to a single book file is a great way
00:04to speed up production tasks like synchronizing styles in between your layout
00:09documents or masters or putting them all at once and so on. Well, happy news,
00:15the new Preflighting feature has been integrated into books as well, which
00:19means that you can quickly Preflight all the chapters in your book or all
00:23collection of documents using the same profile, printout master Preflight
00:28reports, and even see Preflight status feedback right inside the Book panel
00:33without having to open the documents.
00:35So to follow along, go to your Chapter 10 exercise folder and look in 10_04 sub
00:41folder. You will see a folder full of catalog files and open up the one called
00:46Catalog.indb, which is this book file. And a book file was just created by
00:51going to New > Book and then we just added these various InDesign documents to
00:56the book. So let's say that I just want to Preflight the Intro document, I
01:02could go to the Catalog Book panel, or whatever the name of your Book panel is
01:06called and choose Preflight Book, and you see, you can just pick and choose
01:10which documents you would like to Preflight. But actually I want to Preflight
01:15the Entire Book, all five of these InDesign documents.
01:18Now you can choose which profile to use during the Preflighting, your Basic
01:23profile or a custom profile that you have created. I have created one called
01:28Catalog preflight, or maybe in your work flow different documents have
01:32different profiles that you are embedding into the documents. And so these guys
01:37could have different profiles embedded into them and the one single run of the
01:40Preflight command will use those different profiles, according to the different
01:44documents which is so cool.
01:46You should choose whether or not you want to include things on layers. Maybe if
01:50you have, I don't know, overset text on a hidden layer, you really don't care.
01:55You are checking so that maybe you do care. Also check on or off, if you want
01:59the Preflight to look at the objects on the Pasteboard or things that you have
02:03set to be non-printing and it can generate one master report of this Preflight run.
02:08But right now, I'm just going to click Preflight. So without needing to open up
02:14every single, individual document, InDesign run through and gave us a little
02:19Preflight status here of what's wrong with each of these files. And I can just
02:23double click on each one, and I could open them up and fix the errors and then
02:28run the Preflight again.
02:29I'm sure that all companies who use InDesign's book feature will love being
02:34able to Preflight all the documents at once with the same custom profile or to
02:38run them with embedded different profiles. It helps to standardize workflows
02:42and reduce problems on press and because it's built right into InDesign it's so
02:47convenient to use, it's great.
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11. Online Services for Creative Professionals
Finding support in the InDesign community
00:00Like many other software companies these days, Adobe is moving into the world
00:05of Software As Service, which you may have seen as the acronym SAS. With
00:10InDesign CS4, they started to integrate their online services right on to your
00:14Desktop, so that when you are running InDesign CS4, you have constant access to
00:20some of these online services for creative professionals.
00:23Let me explain the concept a bit more and how it can help us all, right now
00:27with our CS4 layout projects. With InDesign CS4, they started to integrate
00:33their online services right on to your Desktop while you are working in your
00:36layouts. Let me explain the concept a little bit more and how it can help you
00:41right now when you are working in InDesign CS4. I'm looking at the Adobe Labs
00:46site, and if want to stay on top of what Adobe is doing with online services,
00:50you should definitely bookmark this site.
00:52I have gone to the Technologies page and you will see projects that are in
00:58testing right now, that they at some point are going to be rolling out. One of
01:03these projects is Photoshop Express, and if you go to Photoshop Express on
01:08Adobe Labs, you can download some software, you can also go right out to
01:13Photoshop Express and go to the sign- in page, and talk about in the forums.
01:18What is Photoshop Express, it's like Photoshop Elements that are built into a
01:23website. So for a free or low cost account, you can upload up to 2 Gigabytes of
01:33images, you can run Photoshop Elements right through the web browser on your
01:38files and you have your own Photo Gallery.
01:45Another online service that you may have heard about is acrobat.com. So you go
01:49to acrobat.com, and you can do things like, share documents, be a Buzzword, you
01:54can share your screen with ConnectNow, you can upload files and have them
01:59create a PDF for you even if you don't own Acrobat. You can even just store
02:03your files online.
02:05And earlier versions of Acrobat and Bridge had menu commands that let you start
02:10a meeting with Acrobat Connect, which was the software that they brought from
02:13Macromedia called Macromedia Breeze. Well, with Acrobat Pro version 9, which is
02:19released this year in 2008, you can show your screen and collaborate on
02:23documents directly from within the program because it hooks into acrobat.com.
02:28With InDesign CS4, we have three hooks into the online community. We have got
02:33Community Help, which is in your Application Bar, this little search field. I
02:38talked about it in some detail in the videos about the interface, but basically
02:42it's a way for you to enter in a search term for something that has to do with
02:47InDesign and the browser immediately starts up and searches for that term in
02:53Community Help results.
02:55So some of the answers come from the Adobe website, but some of the answers
02:59comes from third party companies like CreativeTechs, and lynda.com and even my
03:04blog indesignsecrets.com. Two other services are under the Window menu, if you
03:11go to Extensions, Kuler, which I will be talking about in different video. And
03:17under the File menu, Share My Screen, for both of those you need to have a free
03:23adobe.com accounts. You don't need that to use the Community Help.
03:28If you want to, you can log in and out, as you use those individual panels and
03:33commands. But there is one panel that you might want to check out under the
03:38Extensions flyout menu, that's Connections. Connections let you enter your
03:43Adobe ID, your e-mail address, and password, and then log in, so that you
03:48remain logged-in while you are working with InDesign.
03:52That way, you can use some of the services that require you to log in, without
03:56having to constantly enter your e-mail address. If you don't have an Adobe ID,
04:00it's very simple to create one. There is handy dandy little link right here,
04:03it's free. You don't need to give them any specific information other than the
04:07e-mail address and you can have multiple Adobe IDs, if for some reason you want
04:11them, as long as you have a unique e-mail address for each one.
04:15Note at the bottom there is a check box for, Remember me on this computer, and
04:19it's important if you are using more than one CS4 application and you probably
04:24are, you might as well turn that on because many of the CS4 apps have hooks to
04:29online services that you will need to be entering your Adobe ID and password
04:34too. Of course, if you are sharing a computer with lots of other people, you
04:37will probably don't want to do that. Once, you are logged in, you will find it
04:40faster to start using Kuler, and Share My Screen, but I'm going to close it for now.
04:46In the coming months, and certainly in the next version of InDesign, is it too
04:50early yet to start talking about CS5? Of course not, I fully expect to see
04:56Adobe come out with more extensions, more goodies that will appear under our
05:00little Extensions menu appear, to flush out that interesting little sub menu.
05:06Maybe we could have a way to share snippets or styles or hook into commercial
05:11printing provider's websites, or share templates, I don't know, share recipes.
05:16The possibilities are intriguing.
05:18In the meantime, we have the first two examples of online desktop integration
05:23in InDesign CS4, Kuler and Share My Screen. Check out the other videos in this
05:27chapter to learn more about them
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Using the Adobe Kuler panel to share swatches
00:00Do you know what Kuler is? Kuler. It's an Adobe Labs project that was released
00:06publicly, I don't know, couple of years ago I think. On the Kuler website,
00:11which you can see right here kuler.adobe.com, you can see color palettes that
00:15other designers have created and uploaded to the site, kind of like how people
00:19upload pictures to photo sharing sites.
00:22So I could select one of these palettes and see what people uploaded and then,
00:29if you are signed-in. You can comment on them and you can see them large and
00:33small, and view them by the Most Popular or Highest Rated and so on. The point
00:39being that if you sign in to the Kuler website, then you can download these
00:43palettes as ASE files, Adobe Swatch Exchange, which Illustrator and Photoshop,
00:49and InDesign and the other creative suites can load from their Swatches panel.
00:53So it's like a color sharing site. Well, in InDesign CS4, they have brought
00:57Kuler into InDesign. To see it, go to the Window menu, go down to Extensions
01:04and choose Kuler. And what you see here are some of the Highest Rated panels
01:10that people have uploaded, and if you want to refresh this list because you can
01:14see a lot of these are from 2006-2007, well actually maybe that's why they have
01:18the Highest Rated.
01:19Let's go here and choose Newest and then Kuler goes out to the website, so this
01:25requires that you are connected to the internet for this to work and finds the
01:29newest ones. Let's go back to Most Popular. If you find a color panel that you
01:36like here, you can download it directly into your Swatches panel in InDesign.
01:41So if you like these color panels, like this one looks little fun Cherry
01:45Cheesecake, you can select it and there is a pop up menu of things you can do.
01:49You can edit it, you can add to swatches, or you can just click the Add to
01:53Swatches button at the bottom of the Kuler panel, which bypasses the whole ASE
01:57thing. So you don't need to export to ASE and then load it, you can just add it
02:02right into InDesign.
02:03So I clicked it and did anything happen? Let's take a look. Here we are in
02:07Swatches, and here are the colors from that theme. Now one thing is that, all
02:15the colors come through as RGB, and I'm hoping that Adobe fixes this, or adds a
02:20little bit of extra programming to it in InDesign so that the colors can
02:24optionally be converted to CMYK as you bring them in.
02:27But it's a simple thing to quickly convert them at once; I can just select all
02:32these RGB colors, right click on any of them, choose Swatch Options, change it
02:38to CMYK and click OK. There, that's not too bad, does it?
02:42Now you can also work with creating colors like Illustrators really neat color
02:48interface. Its starting with the selection of five different colors arranged
02:52around a color wheel, that's the hue and then the brightness is on the sliding
02:58basis, this way, and the saturation goes from inside to out and what you do is
03:03you say, what is the base color. So let's say that you wanted the base color to
03:07be this, blue, and then you select a color harmony rule.
03:11So let's say, we want Triads of that blue and InDesign's Kuler panel
03:17automatically makes Triad to that color and then again you can add this to
03:20Swatches. You can also say well, the main color in my document is this blue
03:25color here, and I would like this to be the base color. So this is currently
03:30the fill color, and then you can click this icon right here, add the current
03:34fill color as the base color. And now these are Triads of this base color. You
03:39like that; download that to Swatches. Change these to CMYK, and experiment with
03:51changing those colors here.
03:57You can also upload your own themes to Kuler; you can't like drag Swatches from
04:02here to Kuler. But you can't create your own colors right here using the color
04:07wheel and the harmony rules. It is a heck of a lot of fun to play with Kuler,
04:11and it's a great inspiration too if you are tired and you are using the same
04:15old colors. Just pop open the Kuler panel, and grab something that looks good to you.
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Sharing your InDesign screen on Acrobat.com
00:00You know when you are almost done working on a file for a client. So you send them a PDF
00:06and then they call you up and they will say, "This part on the left, can you do
00:10sort of move it down and can you make this color a little deeper?" You both are
00:14on the phone you both looking at printout but it's really hard to communicate
00:17that way. So you have to wait for the client to actually markup a PDF and send
00:22it you. Or you have to actually drive down to the client and sit with them,
00:26heavens to market trade!
00:28That's why one of my favorite ways of collaborating with the client on a
00:32project that still underdevelopment is by sharing my screen and talking to them
00:37on the phone while we both can see what's happening on my screen, or I can
00:41trade and see what's on her screen and she brings up the PDF file for example.
00:47In InDesign CS4 they have included that screen sharing software for free. I
00:52love it. It's called Share My Screen and you will see it under the File menu.
00:57It actually uses Acrobat.com free screen sharing service called ConnectNow. So
01:05if you are using Acrobat 9, you will see a ConnectNow menu item in dialog box.
01:10The InDesign name for it is called Share My Screen and here is how it works.
01:15All you to do is choose File > Share My Screen. You need to have an Adobe ID in
01:21order to use this service and an Adobe ID is free. You can create one right
01:26here if you would like. If you already have one you just enter your e-mail
01:29address and you password or if you had already answered it in the Connect
01:34dialog box, which is under the Window Extensions menu. Then you are logged in
01:39all sorts of these online services. Other wise to need to do this every time
01:42you want to share your screen. But I'm going to go ahead and enter in my
01:46information and you can turn on Remember Me on this computer if you would like
01:53and choose Sign In.
01:57So what happens is ConnectNow software is one of these online hosted solution.
02:02So it loads up in your browser and I have already set this up but notice that
02:07you can customize your Meeting URL. The Meeting URL is the URL that you gave to
02:12your client your colleagues, your Freelancers for them to enter in their
02:16browsers to meet you in this room. You can also send an e-mail invitation. This
02:20will bring up my Default e-mail program and include this in the body of the
02:25message and it will also has some text like Please Meet me in this Room at such
02:29and such time. Of course it will wait for me to send it and enter and who is it
02:32supposed to go to.
02:34But I have already told my client that I want to share the screen and they are
02:38on the phone with me right now and I said, "Why don't you just go to your
02:41browser and enter in my Meeting Room URL ?" So I'm waiting for the client to log
02:48on and you will see this is like many pods are what they call them. They are
02:52like little panels with the various things that you can do and at the bottom
02:57the horizontal one lists who is in the room right now.
03:00So I'm the Host and I have already uploaded a picture of myself my favorite
03:04little ducky picture, and now I'm notified that my client at Lynda.com would
03:09like to come in. I could say No, or I can say every time that they come into my
03:15Connect room. I don't have to be notified they can just automatically log in.
03:18so I will say Accept and that person from Lynda.com just came in. We can chat
03:24to each other or I could share the notes. Like right now I could say, "who are
03:29you?' And wait for my client to reply. Since some of these clients will have an
03:34account. That is their company name of course, not their actual personal name.
03:38It's my client Kirk. I can also type notes here for people in the room.
03:43Now in this ConnectNow room there is a limit of three people. Yourself as the
03:48host and two other guests. They don't have to have Adobe.com accounts by the
03:53way. They can log in as a guest. So I can say, "Kirk, remember that the old
04:03version is in your Inbox". Let's try that again. Select that and make it bold.
04:13Here we go. So you can do all sorts of fun stuff here. And what I want to do is
04:17share my computer screen let's just jump right in. There is so much to talk
04:20about in this program that probably Lynda.com should be doing a title on it but
04:24right now I just want to show you how you would just share your InDesign layout
04:27with the client.
04:29So I just click Share. Now I have shared before. The first time that you share
04:33you are going to get a little dialog box that says you need to have a Plug-in
04:36installed and a program will offer to download and install it for you. So say
04:41yes and it just takes a second, at the moment or by it looks like it's not
04:45going to progress but it will finish in about a minute or two and then the
04:48Adobe ConnectNow window redraws and you come to this point.
04:52So just reminding you, this is what you will see, your document with this
04:56little panel floating on top. Anybody else who is attending this meeting is
05:01attending through their browser window. And they will see all of the ConnectNow
05:05stuff on their right hand side. Your document in the main content area and then
05:10this weird little grayed out box area where you are see this panel. There's
05:14really not much you can do about it other than minimize that panel so they don't see that.
05:18I'm going to click OK and here is that panel that's causing me all sorts of
05:24gray box. And then now you just switch back to whatever program you want.
05:27It doesn't have to be InDesign. You could share a Photoshop file. You could share
05:31an Acrobat; you can share your desktop, e-mail program whatever you would like.
05:35But of course it's built into InDesign; it's kind of the point.
05:37So now I can say I'm talking on the phone with my client and we are both
05:41looking at the same thing and the client could say can you move this higher up
05:45or lower down or maybe if there is two people and I'm talking to one of the
05:49clients than the other person might add something in the chat window with their
05:53own comment, so they are not interrupting us and its a lot a easier for two
05:58people to collaborate.
05:59You can also even Annotate but on the screen. So if I click the Annotate panel
06:04down here and say Start. It freezes the screen display and I can say, oh! You
06:11mean this part right here. Or should I drag something large over this thing
06:17here or you can undo. You can make Shapes. You can even then save this image
06:22it's like a screen image as a file. You can type stuff. So you can annotate things.
06:27Say that you both are looking at a Flash file and you don't know how to edit
06:31Flash or you don't have Flash but the client says please tell the developers to
06:34do X Y or Z. You could freeze the screen and start marking it up as you need
06:39to. I'm going to click Stop and then we are just going to end screen sharing
06:43for now just by clicking the X right here.
06:46So it stops the screen-sharing portion but you are still in a same Connect
06:49room. You could share your screen again and you can, even if the person has
06:54logged in with their own accounts, you can trade the control of the desktop. So
06:59that you can see their screen, while you are talking.
07:02I have a connect account that I pay for every month and so it allows up to 15
07:08people in the same room. If you need to we have more than two people attending.
07:12You can do the same thing go to Adobe. com and sign up for Connect.com account
07:17but otherwise just use the Share My Screen it is so simple to use and it really
07:22makes collaborating with clients and colleagues much easier. I would love
07:26having it right here in InDesign.
Collapse this transcript
Conclusion
Goodbye
00:00Thanks everybody for watching these videos on the new features in InDesign
00:04CS4. I hope you have got a lot out of them. I know I had a lot of fun making
00:09these videos. If you would like to learn more about InDesign be sure to check
00:13out the blog and podcast that I co-host with David Blatner at
00:17indesignsecrets.com.
00:18If you would like to learn more about me and my training business source or sign
00:22up for DesignGeek, the newsletter that I write. Go to my website at
00:25senecadesign.com. And until we meet again, this is Anne Marie.
Collapse this transcript


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