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Changing case

From: InDesign CS6 Essential Training

Video: Changing case

Uppercase characters versus lowercase characters. Which to use, and when? Sometimes, you want text in upper case for emphasis, but then what about small caps? Well, my basic rule is, never type anything in all caps, if you can avoid it. Instead, always type in lowercase, and apply caps styling to it. Let me show you what I mean. I'll zoom in on this text up here, and I'm going to select this first line by triple-clicking on it. Let's say my design calls for that heading to be in all caps. Instead of retyping the words, I'm going to come up here to the control panel and click the All Caps button.

Changing case

Uppercase characters versus lowercase characters. Which to use, and when? Sometimes, you want text in upper case for emphasis, but then what about small caps? Well, my basic rule is, never type anything in all caps, if you can avoid it. Instead, always type in lowercase, and apply caps styling to it. Let me show you what I mean. I'll zoom in on this text up here, and I'm going to select this first line by triple-clicking on it. Let's say my design calls for that heading to be in all caps. Instead of retyping the words, I'm going to come up here to the control panel and click the All Caps button.

It looks like it's in all caps, but it's not really; it's actually just a style applied to that text. And that's great, because later on, when my art director says, I don't want it in all caps anymore, you can simply turn this style off, and it goes back to the way it was. Small caps is like all caps, but it's more elegant. You can turn on small caps by clicking on this other Small Caps button just below All Caps. You can see that small caps is actually a combination of large and small capital letters. Now, different font handle small caps differently.

Some fonts, like the one I'm using here, Adobe Garamond Pro, actually have true small cap characters built in. That's nice, because we have very even spacing and color across the line. Do you know what I mean by color? I don't mean red or blue; I mean if you squint your eyes, and the whole thing kind of goes gray and blurry, you want to have even color across the whole line. Now look what happens if I change this to a font that doesn't have true small cap characters. I'll triple-click on it, go to the Type menu, and I'm going to choose Arial > Regular.

I'll deselect here, so we can actually see the text instead of the highlighting, and you can see that we have a very different effect. Arial does not have true small caps, and so InDesign has to fake it. It fakes it by taking the true capital letters, and shrinking them down to about 70%. The effect is technically small caps, but you'll see that the color is very different. We have a very thick R and an A, and then these other characters look kind of anemic next to them. There is not a lot you can do about that, really. It's just something you need to pay attention to when you're working with different fonts.

I'm going to jump to the second spread of this document by pressing Option+Page Down or Alt+Page Down, and then I'll scroll over a little with my Option+Spacebar or Alt+Spacebar, and I can see that this text here is in all caps. Somebody actually typed that in all caps. That's an uncommon, but it is icky. We don't like that style. We would rather apply italic or bold to it to give it some emphasis, not all caps; that makes it looks like someone is shouting. Simply select it, go to the Type menu, and choose from the Change Case submenu.

Here, you can see, we can choose any of four different cases: UPPERCASE, lowercase, Title Case, and Sentence case. I'm going to choose the last one, and you can see that InDesign actually changes it for me. In this case, it's not a style; InDesign is actually retyping those characters to make them capital at the beginning, and then all the rest of lowercase. Now I can apply italic, or bold, or whatever I'm going to do to them. As I've said before, I really like to keep my options open whenever possible. I'd much rather use change case to make these lowercase, and then use italic, or all caps, or small caps in order to maintain flexibility, and still get the effect that I want.

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This video is part of

Image for InDesign CS6 Essential Training
InDesign CS6 Essential Training

113 video lessons · 84477 viewers

David Blatner
Author

 
Expand all | Collapse all
  1. 1m 23s
    1. What is InDesign?
      1m 23s
  2. 2m 38s
    1. Welcome
      1m 0s
    2. Using the exercise files
      1m 38s
  3. 21m 19s
    1. Getting started
      3m 33s
    2. Adding or editing text
      3m 23s
    3. Adding or replacing graphics
      4m 31s
    4. Moving objects around
      4m 55s
    5. Printing and creating a PDF
      4m 57s
  4. 26m 6s
    1. Exploring the application window
      6m 25s
    2. Navigating and magnifying pages and objects
      6m 24s
    3. Setting rulers and measurements
      2m 35s
    4. Working with panels
      3m 58s
    5. Setting the view quality of artwork
      2m 31s
    6. Adjusting view and preview settings
      4m 13s
  5. 27m 52s
    1. Creating new documents
      7m 39s
    2. Saving and reverting documents
      4m 2s
    3. Saving for CS4 and CS5 with IDML
      2m 24s
    4. Setting the margin and column guides
      4m 29s
    5. Putting ruler guides on the page
      5m 7s
    6. Bleeding colors or images off the side of the page
      4m 11s
  6. 23m 37s
    1. Inserting, deleting, and moving pages
      4m 32s
    2. Changing page size
      4m 38s
    3. Creating and applying master pages
      5m 18s
    4. Overriding master page items
      2m 43s
    5. Adding page numbering
      2m 22s
    6. Changing page numbering with sections
      4m 4s
  7. 52m 47s
    1. Understanding text frames
      3m 38s
    2. Typing and editing text
      4m 48s
    3. Inserting special characters
      4m 1s
    4. Importing text
      3m 47s
    5. Threading text frames
      3m 12s
    6. Setting text frame columns
      4m 31s
    7. Setting text inset and vertical justification options
      3m 48s
    8. Allowing text frames to grow and shrink
      4m 5s
    9. Putting text on a path
      5m 50s
    10. Using the Story Editor
      5m 10s
    11. Checking spelling
      5m 12s
    12. Using Find/Change
      4m 45s
  8. 28m 19s
    1. Importing graphics
      8m 20s
    2. Using the Links panel
      7m 17s
    3. Editing graphics in their original app
      3m 10s
    4. Fitting graphics to the frame
      5m 1s
    5. Taking advantage of image transparency and clipping paths
      4m 31s
  9. 35m 49s
    1. Selecting objects
      5m 2s
    2. Applying basic strokes and fills
      5m 6s
    3. Colorizing images
      1m 59s
    4. Adjusting transparency
      4m 4s
    5. Adding drop shadows
      3m 33s
    6. Using other transparency effects
      5m 15s
    7. Copying and formatting with the Eyedropper tool
      5m 59s
    8. Finding and changing object formatting
      4m 51s
  10. 18m 34s
    1. Creating color swatches
      4m 33s
    2. Understanding the danger and power of unnamed colors
      5m 46s
    3. Creating gradient swatches
      3m 53s
    4. Applying gradients
      4m 22s
  11. 15m 27s
    1. Editing frame and path shapes
      5m 8s
    2. Adding rounded corners and other corner options
      4m 8s
    3. Making polygons and starbursts
      1m 59s
    4. Creating text outlines
      4m 12s
  12. 37m 56s
    1. Positioning objects with the Gap tool
      3m 54s
    2. Stacking objects
      2m 5s
    3. Creating and controlling layers
      5m 27s
    4. Managing objects in the Layers panel
      3m 33s
    5. Grouping and locking objects
      3m 10s
    6. Nesting objects
      3m 23s
    7. Aligning and distributing objects
      4m 20s
    8. Understanding text wrap
      5m 51s
    9. Using anchored objects
      6m 13s
  13. 26m 16s
    1. Duplicating objects
      5m 37s
    2. Collecting, conveying, and placing content
      8m 58s
    3. Rotating objects
      2m 22s
    4. Scaling objects
      4m 21s
    5. Skewing objects
      1m 8s
    6. Mirroring objects
      3m 50s
  14. 24m 19s
    1. Applying basic character styling
      7m 31s
    2. Applying advanced character formatting
      4m 28s
    3. Changing case
      3m 23s
    4. Using Find/Change for text formatting
      5m 3s
    5. Using Find Font
      3m 54s
  15. 32m 51s
    1. Applying formatting to a paragraph
      4m 4s
    2. Spanning a paragraph across multiple columns
      2m 10s
    3. Splitting a paragraph into multiple columns
      1m 52s
    4. Using drop caps
      3m 26s
    5. Setting tabs
      7m 36s
    6. Adding rules (lines) above or below a paragraph
      3m 23s
    7. Adding automatic bullets
      4m 10s
    8. Numbering paragraphs
      6m 10s
  16. 19m 47s
    1. Creating and applying paragraph styles
      6m 10s
    2. Using character styles
      4m 45s
    3. Editing and redefining styles
      2m 20s
    4. Using object styles
      2m 47s
    5. Applying styles with Quick Apply
      3m 45s
  17. 39m 59s
    1. Creating a table
      4m 29s
    2. Adjusting rows and columns
      4m 36s
    3. Adding and deleting rows and columns
      3m 0s
    4. Formatting a table
      4m 32s
    5. Formatting cells
      6m 2s
    6. Applying table styles
      5m 33s
    7. Placing graphics in cells
      3m 1s
    8. Importing Microsoft Word and Excel tables
      8m 46s
  18. 16m 45s
    1. Building a multi-document book
      7m 27s
    2. Creating "continued on..." jump lines
      3m 51s
    3. Constructing a table of contents (TOC)
      5m 27s
  19. 23m 8s
    1. Exporting EPUBs
      6m 12s
    2. Creating an interactive PDF
      12m 49s
    3. Building a Flash SWF
      4m 7s
  20. 28m 1s
    1. Checking a document with the Preflight panel
      5m 26s
    2. Packaging for output
      3m 34s
    3. Using the Print dialog box
      4m 52s
    4. Printing a small booklet
      2m 46s
    5. Exporting a PDF
      7m 56s
    6. Exporting text
      3m 27s
  21. 1m 25s
    1. Next steps
      1m 25s

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