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029 Live Caption tips and tricks

From: InDesign Secrets

Video: 029 Live Caption tips and tricks

Anne-Marie Concepcion: Live Captions are one of my favorite new features in CS5, but I find that they are kind tedious to set up and use. So I want to show you a bunch of really neat features that hopefully will motivate you to use the Live Caption feature set for all your projects. Let me back up a little bit and explain what a Live Caption is. I'm just going to go over it briefly. If you want to learn more about Live Captions in depth, then you need to watch InDesign CS5 Essentials or the new features in CS5, which have a number of videos that discuss Live Captions.

029 Live Caption tips and tricks

Anne-Marie Concepcion: Live Captions are one of my favorite new features in CS5, but I find that they are kind tedious to set up and use. So I want to show you a bunch of really neat features that hopefully will motivate you to use the Live Caption feature set for all your projects. Let me back up a little bit and explain what a Live Caption is. I'm just going to go over it briefly. If you want to learn more about Live Captions in depth, then you need to watch InDesign CS5 Essentials or the new features in CS5, which have a number of videos that discuss Live Captions.

But essentially you start out with a placed image and you create a Live Caption by selecting the image, going up to the Object menu, going down to Captions, and choose Generate Live Caption. It's going to actually create a text frame that contains metadata about the selected image. Now if you're wondering what metadata is it going to put in there, then you check Caption Setup first. So if you go to Caption Setup, it's going to use your most recently used piece of metadata.

Now the default one is Name. So it's going to create a text frame with Name. It's going to put in a text frame below the image, offset by 1 point, without any kind of paragraph style attached to it. So that was Caption Setup. Now if I go back up here, Objects > Captions > Generate Live Caption, you could see that it created that. That's not really that useful. Well though actually I have talked to clients who said, "isn't there a way that I can show the filename for every image in a document?", and there you go. Now to see all of the metadata that could possibly be associated with an image, the best way is to open up the Links panel, right-click on the image, and choose Reveal in Bridge.

Though you can reveal this in Mini Bridge, that's one of the new panels in CS5, unfortunately Mini Bridge does not show metadata and you can't edit the metadata, which is on my feature request list for CS6 or CS7. In the meantime, we need to go to Bridge. What should happen is Bridge should open if it wasn't already running, it should highlight the image, and then over here on the right in Metadata you can scroll through here and view and edit. Any field with a pencil in it, you can edit the metadata.

What I'd like to do in InDesign instead of always having to jump over to Bridge to check out to see if my images have metadata in the first place is to modify the Links panel so that it shows all the metadata in the top section. You can scroll through here and see some metadata, but there is all other fields that it isn't showing by default. So I've already done that and I've saved it as a custom workspace, which is the only way to save your modifications to panels. And of course I called it Link Metadata. And now when I open up the Links panel, it opens up really wide and it shows me if there is anything entered in the Description field, the Author field, the Copyright field, and some other fields.

So I really like that and that's a cool tip right there. There is another little interesting factoid about Live Captions, is that they are not really tied to the image that you generated them from. If I drag this caption away, you can see it says No intersecting link, because the caption frame needs to actually touch the image in order to know what is the metadata that it should be pulling. But I can also drag it down here, let's zoom out a bit, and I haven't touched this image. Any part of that text frame can touch it.

I can actually of course resize the frame if I wanted to. So in fact, I could actually keep this out in the pasteboard if I wanted to, and then just Option+Drag them in as necessary, or if I have one already set up here, I can just Option or Alt+Drag and add another name Live Caption here. Now let's take that a little further and let me show you. It might be easier to understand with an actual document with a bunch of images in it. So if you want to take a peek at my Link Metadata Links panel you can see that we have a bunch of images, but actually only a couple of them have description fields.

I showed you how you can put the Live Caption out in the pasteboard or you can Option or Alt+Drag it, but a little more advanced is to create a library. If you go under the File menu and go to New > Library, you can create a library just for your Live Captions, and I've already done that here. Let me detach it. All I did was create a Live Caption like the one that had the filename and then I dragged and dropped it right over here. And then I named it Filename. So if I double-click this, you can see that I just gave it a name here so I can quickly identify it here.

Let's create another one so you can see how this is done. I'm going to select this image, go up here to Captions > Caption Setup. This time let's do one for description. The Description field is often where the photo editor or the photographer will enter a caption for the image. If it's a panel shot, group of people sitting on a panel, that'll have all the names for all the people listed there and so on. You can do this in Bridge like I showed you or image-by-image in Photoshop or in Lightroom or other programs.

But we don't want the actual text, filename, to appear before there. We just want a description. While you're here you can also say like should it be associated with the paragraph style, and I actually do have a caption paragraph style, so I would like it formatted with the Caption style. Now that I have set it up, I create one and then I'm just going to drag it off here and put it right over here, and we're going to call it Caption.

And I think these are a little easier to deal with if we change the look of the Library from Thumbnail View, because we can't see anything in Thumbnail View, to List View, and leave. Now let's go ahead, we want to add a caption and a photographer credit to this image. So let's pull Photographer Name out, and I'm going to rotate this 90 degrees, and move it over here. Let's zoom in a bit, like that.

Doesn't have quite the formatting that I want, so I'm going to click inside here and make sure that it is wide enough. Come on, there we go. Sometimes you really have to futz through these things. It's probably because this image has a text wrap on it, there we go. All right, so it says Photographer Nigel French. Now Photographer was not part of that metadata, but I added Photographer as a preceding text before it adds the metadata.

Now let's add another Live Caption to the same image, and that's another tip. A lot of people think that only one Live Caption can be associated with an image but you can have multiple ones. It's just that normally you have to keep going back to Caption Setup to change which metadata it's going to pull. If you have already created library items for them, then you don't have to worry about that. So for example, I could say Filename, and as long as I move it up a bit, Nigel French added under Filename I guess. Or we could say Caption. Let's bring the Caption out, and that's pretty wide text frame.

My caption should be like this. Now the problem here is that Live Captions can only fit in one line. They are like a variable. So if you are ever going to have to make a narrow frame, or you have a multiple- line piece of metadata, which often happens with the Description field, then what you're going to need to do is convert this to a static caption, so that you can see all the text. And that's easy to do from the Object menu or you can do it from the right-click menu. Convert to Static Caption, and there it is. Now it's already using our Caption style because remember I set that, when we first created the Live Caption.

So there you have it. A whole bunch of tips related to using Live Captions in a smart and automated way for all of your projects. Try it out.

Show transcript

This video is part of

Image for InDesign Secrets
InDesign Secrets

175 video lessons · 80285 viewers

Anne-Marie Concepción and David Blatner
Author

 
Expand all | Collapse all
  1. 2m 34s
    1. 175 How to sort text in InDesign NEW
      2m 34s
  2. 51s
    1. 001 Welcome to InDesign Secrets
      51s
  3. 7m 7s
    1. 173 Making a character style change only the tint of your text
      2m 27s
    2. 174 Editing table set up from the keyboard
      4m 40s
  4. 12m 59s
    1. 170 All about All Caps (change case, open type option)
      4m 36s
    2. 171 Batch convert InDesign files to IDML and other formats
      2m 35s
    3. 172 Fun with placeholder text
      5m 48s
  5. 11m 52s
    1. 167 Creating blank entry spaces on forms
      3m 53s
    2. 168 Creative uses of the Slug area
      4m 45s
    3. 169 Change the UI languaging in InDesign CS6 and CC
      3m 14s
  6. 21m 11s
    1. 162 Keeping page numbers on top of master items
      3m 55s
    2. 163 Adding automatic currency symbols in a table cell or before text
      3m 50s
    3. 164 Make a pop-up footnote for your ebook
      3m 48s
    4. 165 Deleting tabs at the beginning of paragraphs and applying a paragraph style
      3m 10s
    5. 166 Five InDesign Presentation tips
      6m 28s
  7. 19m 54s
    1. 158 Sharing swatches (PS/IL/ID and ID to ID)
      3m 36s
    2. 159 Convert rounded corners to editable paths
      3m 15s
    3. 160 Convert local formatting to character styles
      5m 14s
    4. 161 Sort an index by page number
      7m 49s
  8. 16m 58s
    1. 154 When InDesign ignores your leading values
      4m 5s
    2. 155 Extracting images from a Word document
      3m 42s
    3. 156 Uncommon uses for Quick Apply
      6m 2s
    4. 157 Uncovering InDesign's magic font folders
      3m 9s
  9. 28m 47s
    1. 149 Cropping with paste into
      5m 18s
    2. 150 Using vertical justification to spread out text in a frame automatically
      5m 16s
    3. 151 Rotate text inside a frame, or the frame around the text
      2m 30s
    4. 152 Looking at snippets vs. libraries
      6m 49s
    5. 153 Import a folder full of pictures, one per page
      8m 54s
  10. 19m 1s
    1. 145 Lay out a front, back and spine for a book jacket
      6m 12s
    2. 146 Ghosting area of image behind text
      2m 53s
    3. 147 Make a transparency mask in InDesign
      3m 45s
    4. 148 Using preflight to find common document errors
      6m 11s
  11. 22m 35s
    1. 140 Faking bold and italic when the font family doesn’t have one
      5m 2s
    2. 141 Keeping the same scale size when updating or relinking to images
      3m 9s
    3. 142 Inserting glyphs
      6m 42s
    4. 143 Building richer, bolder color gradients
      3m 7s
    5. 144 Finding the right font with InDesign’s font menus
      4m 35s
  12. 21m 28s
    1. 136 Fitting text to a specific size
      4m 45s
    2. 137 Quick tips for making a small PDF file size
      6m 9s
    3. 138 Sharing presets, workspaces, and custom shortcuts sets
      5m 17s
    4. 139 Making a multi-level numbered list
      5m 17s
  13. 17m 21s
    1. 132 Changing the shape of polygons and starburst as you draw or afterward
      4m 17s
    2. 133 Contextual text and images that you only want sometimes visible
      4m 55s
    3. 134 Creating nav points in a movie
      4m 31s
    4. 135 Adding effects to your rule above and rule below
      3m 38s
  14. 22m 44s
    1. 128 Making automatic jump lines
      6m 52s
    2. 129 Turning off allow pages to shuffle in order to separate facing pages
      3m 40s
    3. 130 Dealing with parentheses around text size
      4m 19s
    4. 131 Make a fill in the blank label for contracts and forms
      7m 53s
  15. 23m 25s
    1. 123 Allow text frame to resize with text
      2m 43s
    2. 124 Mapping Word styles to InDesign styles
      5m 48s
    3. 125 Make two automatically threaded text flows
      3m 37s
    4. 126 Saving for Web in InDesign
      6m 7s
    5. 127 Numbering rows in a table
      5m 10s
  16. 13m 50s
    1. 120 Making alternative body text styles for fast typesetting
      5m 4s
    2. 121 Making InDesign patterns with the free PatternMaker
      3m 45s
    3. 122 Creating pull quotes the easy way
      5m 1s
  17. 13m 56s
    1. 117 Selecting text with the InDesign keyboard dance
      2m 0s
    2. 118 Including a total page count in your page numbers
      6m 19s
    3. 119 Making a custom arrowhead
      5m 37s
  18. 21m 53s
    1. 112 Packaging images on the pasteboard
      3m 32s
    2. 113 Automatically updating figure references for books
      6m 9s
    3. 114 Adding Tool Tips to your form fields in InDesign
      3m 21s
    4. 115 Setting poetry, flush left, center on longest line
      3m 54s
    5. 116 Use bookmarks to navigate long documents in production
      4m 57s
  19. 18m 26s
    1. 108 Using the same keyboard shortcut for two different commands with the Context feature
      5m 22s
    2. 109 Making a text highlighter
      3m 33s
    3. 110 Updating an interactive PDF without losing work done in Acrobat
      5m 31s
    4. 111 Adding custom text at the beginning of each line automatically
      4m 0s
  20. 25m 3s
    1. 104 Converting text to outlines the right way
      4m 30s
    2. 105 Turning InDesign into a speed demon
      8m 31s
    3. 106 Working with MiniBridge
      5m 45s
    4. 107 Customize your QR codes
      6m 17s
  21. 16m 34s
    1. 100 Aligning Objects tips and tricks
      5m 10s
    2. 101 Applying corner options to any shape
      2m 17s
    3. 102 Converting footnotes to endnotes with a free script
      4m 49s
    4. 103 Making tab leaders pretty
      4m 18s
  22. 24m 41s
    1. 096 Managing changing pages with primary text frames
      5m 23s
    2. 097 Secrets of the Info panel
      7m 31s
    3. 098 Surprising ways to do a word count
      5m 29s
    4. 099 Placing an object where you want it with an object style
      6m 18s
  23. 30m 33s
    1. 090 Three great Object Styles for any designer
      8m 1s
    2. 091 Choosing alpha channel image transparency
      2m 25s
    3. 092 Adding and reading metadata for InDesign files
      3m 25s
    4. 093 Adding ALT tags to your images
      6m 59s
    5. 094 How to Place & Link a text frame's text but not its formatting
      7m 4s
    6. 095 Setting the baseline position of a caption
      2m 39s
  24. 17m 58s
    1. 086 Using Illustrator to create InDesign gradient swatches
      4m 49s
    2. 087 Building a simple grep style to change character size
      3m 45s
    3. 088 Exporting a grayscale PDF
      3m 16s
    4. 089 Three ways to cheat text outside of its frame
      6m 8s
  25. 28m 38s
    1. 082 Creating a custom cross-reference format
      13m 53s
    2. 083 Putting different-sized pages on a single spread
      3m 7s
    3. 084 Formatting prices with nested and grep styles
      6m 21s
    4. 085 Checking out the Gridify tricks
      5m 17s
  26. 19m 15s
    1. 078 The secrets of formatting objects with Find/Change
      6m 34s
    2. 079 Using ruler guides: 10 great tricks
      5m 3s
    3. 080 Converting a clipping path to a frame
      4m 24s
    4. 081 Adding a drop shadow to a single word inside a frame
      3m 14s
  27. 31m 18s
    1. 074 Working with sets in the content conveyor tool
      10m 40s
    2. 075 Running text along the top and the bottom of a circle
      3m 51s
    3. 076 Creating a list using the Table of Contents feature
      3m 25s
    4. 077 Quickly threading frames together and unthreading frames
      13m 22s
  28. 29m 32s
    1. 070 Ten uses of the Story Editor
      11m 39s
    2. 071 Moving an object: Ten ways!
      7m 18s
    3. 072 Understanding optical margin alignment (and the quote trick)
      4m 23s
    4. 073 Changing the shape of any frame with the pen tool
      6m 12s
  29. 17m 47s
    1. 066 Customizing the story editor preferences
      6m 4s
    2. 067 Setting the size of text exactly with this free script
      3m 28s
    3. 068 Using Gravity to simulate perspective
      3m 15s
    4. 069 Fixing the overflowing text frame problem in EPUBs
      5m 0s
  30. 23m 37s
    1. 062 Embedding images
      7m 43s
    2. 063 Adjusting leading inside a paragraph
      4m 31s
    3. 064 Placing one InDesign file inside another
      3m 58s
    4. 065 Creating bookmarks for PDFs
      7m 25s
  31. 29m 16s
    1. 058 Text wrapping
      6m 54s
    2. 059 Inserting pages: Understanding the Pages panel
      4m 20s
    3. 060 Copying paths between Illustrator and InDesign
      5m 14s
    4. 061 Automating Find/Change with the Find/ChangeByList script
      12m 48s
  32. 35m 12s
    1. 052 Five things that should be in every new file
      5m 19s
    2. 053 Forcing EPUB page breaks with invisible objects
      6m 21s
    3. 054 Understanding component information
      6m 39s
    4. 055 Creating running heads using section markers
      4m 16s
    5. 056 Making a font with InDesign using the IndyFont script
      5m 20s
    6. 057 Finding where that color is used
      7m 17s
  33. 23m 41s
    1. 048 Specifying an exact amount of space between objects
      5m 17s
    2. 049 Fixing last lines that are too short
      8m 16s
    3. 050 Creating web graphics from your InDesign artwork
      7m 20s
    4. 051 Using “No Language” to suppress unwanted hyphenation, spell-checking, and smart quotes
      2m 48s
  34. 21m 30s
    1. 044 Formatting fractions correctly
      8m 11s
    2. 045 Fixing unwanted hyperlinks in an imported Word file
      5m 57s
    3. 046 Inline graphic tricks with invisible paragraphs
      4m 21s
    4. 047 Ensuring the first line of every chapter starts in the same spot
      3m 1s
  35. 29m 56s
    1. 038 Updating a linked table without losing formatting
      5m 38s
    2. 039 Creating electronic sticky notes
      4m 49s
    3. 040 Moving master page items to the top layer for visibility
      2m 48s
    4. 041 Five guide tricks that will impress your coworkers
      6m 18s
    5. 042 Letting InDesign add the diacritics
      4m 21s
    6. 043 Using single-cell table cells for custom paragraph formatting
      6m 2s
  36. 28m 19s
    1. 034 Importing a custom dictionary
      7m 8s
    2. 035 Changing document orientation and page size
      6m 45s
    3. 036 Numbering instead of using auto page numbers
      6m 23s
    4. 037 Setting story order with the Articles panel
      8m 3s
  37. 37m 59s
    1. 028 Creating running heads using variables
      5m 1s
    2. 029 Live Caption tips and tricks
      8m 3s
    3. 030 Making professional drop caps
      10m 37s
    4. 031 Making two-state buttons in interactive documents
      5m 5s
    5. 032 Moving pages from one document to another
      3m 15s
    6. 033 Wrapping bulleted text around a curve
      5m 58s
  38. 23m 50s
    1. 024 Using layer comps in Photoshop files to show alternates in InDesign
      4m 19s
    2. 025 Adding custom HTML tags to EPUB/HTML exports
      5m 32s
    3. 026 Tracking down type issues with the composition highlighter
      8m 13s
    4. 027 Managing your InDesign panels
      5m 46s
  39. 21m 34s
    1. 020 Using multiple windows for comparisons
      3m 35s
    2. 021 Putting images on a stroke
      5m 23s
    3. 022 Making your own motion path
      5m 43s
    4. 023 Copying objects between Illustrator and InDesign
      6m 53s
  40. 23m 9s
    1. 016 Aligning numbered lists by decimal points
      3m 10s
    2. 017 Running a script
      9m 33s
    3. 018 When text disappears from a text frame
      6m 18s
    4. 019 Preview and Presentation modes (changing color, etc.)
      4m 8s
  41. 25m 19s
    1. 012 InDesign's Easter eggs
      5m 0s
    2. 013 Three cool GREP styles everyone can use
      7m 35s
    3. 014 A field guide to special characters
      8m 2s
    4. 015 Trashing the application preferences to solve weird behaviors
      4m 42s
  42. 26m 7s
    1. 008 Selecting through and into objects using cmd-click and Select Above/Below
      5m 46s
    2. 009 Some great tips and tricks for the Swatches panel
      9m 40s
    3. 010 Saving down for backward compatibility with INX and IDML
      5m 55s
    4. 011 Using the INX and IDML formats to fix problems
      4m 46s
  43. 23m 26s
    1. 004 The indispensible Quick Apply feature
      5m 29s
    2. 005 Customizing the Links panel
      6m 53s
    3. 006 Magically building graphs with the Chartwell font
      7m 43s
    4. 007 Using the Eyedropper tool to pick up character or paragraph attributes
      3m 21s
  44. 9m 6s
    1. 002 The hidden "auto-expand text" feature
      5m 51s
    2. 003 Letting InDesign do the math for you
      3m 15s

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