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Designing a Book

Designing a Book

with Nigel French

 


Explore book design with Nigel French, as he breaks down the components of an elegant and readable layout and jumps into the setup and strategy for designing a book from the ground up in Adobe InDesign. This class covers document setup, placing and styling text, working with images, creating the book cover, preparing the book for print and or distribution as an ebook.
Topics include:
  • Getting to know your text
  • Choosing a page size and format
  • Setting margins
  • Creating and applying paragraph styles
  • Wrapping text around images
  • Creating a table of contents
  • Designing the front cover, spine, and back cover
  • Exporting a print-ready PDF
  • Uploading to Blurb
  • Making an EPUB

show more

author
Nigel French
subject
Design, Page Layout, Typography, Ebooks, Projects
software
InDesign CS5.5, CS6
level
Intermediate
duration
4h 13m
released
May 21, 2013

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Introduction
Welcome
00:04 Hi I'm Nigel French, welcome to designing a book.
00:07 In this course we're going to design a novel.
00:11 Not just any novel, Alice in Wonderland. I've chosen this work partly because the
00:15 text and images are in the public domain but also because Alice in Wonderland
00:19 provides an excellent case study in book design.
00:24 Along with some unusual and challenging type treatments, it contains all the
00:28 major ingredients of a book length project.
00:32 In designing our book, we'll be examining the aesthetics of book design, such as
00:37 determining the size of margins, line length, type selection, sizing and time
00:41 honoured conventions for how to treat the different parts of a book.
00:48 As well as these interior of the book would also be creating the cover, back
00:51 cover and spine. And optionally uploading the finished
00:56 files to blurb.com so we can recieve a real printed copy of our beautifully
01:01 designed book. So, let's get started with designing a book
01:06
59:59 (MUSIC).
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Using the exercise files
00:00 If you are a premium subscriber to Lynda.com, you can download the exercise
00:04 files used in this course. They are in a folder called Exercise
00:09 Files, which you can place on your Desktop.
00:14 My approach is to increment the file name by 1 as we move through each step of
00:20 designing the book. If you are using InDesign CS4 or CS5, you
00:27 will need to use the files in the CS4 and CS5 folder, the IDML files.
00:34 When you open any of these files, they will look identical to their CS6 equivalents.
00:42 However, they will always open to an untitled document.
00:47 If you don't have access to the Exercise Files, feel free to work along with files
00:50 of your own.
00:51
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1. Getting Started
Looking at the parts of a book
00:00 Before we start designing our book, let's have a definition of terms.
00:04 Books are divided into commonly recognized parts.
00:08 At the beginning, we have the Front Matter, which may comprise the Half Title
00:13 page, the Full Title page, Copyright page.
00:17 Colophon, which is information pertaining to the typefaces used or the printing
00:21 techniques used. Dedication, Table of Contents, Foreword,
00:26 which is usually written by somebody other than the author.
00:31 The Preface usually written by the author, Acknowledgements and Introduction.
00:36 The main part of the book is the body matter.
00:40 And this may be divided into parts, sections, and chapters.
00:45 Following that, we have the end matter, all of which is optional.
00:49 A glossary of terms, a bibliography of sources, and an index.
00:54 As I mentioned, not every book will have all of these parts, and those that are
00:58 indicated in color, are the parts that are relevant to our book project.
01:03
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Getting to know your text
00:00 In a perfect world, every time we took on a book project, we would have time to
00:04 familiarize ourselves thoroughly with the text.
00:07 So, we could read the text, we could know exactly what the book is about.
00:11 In practice, rarely do we have the time for this.
00:14 But we still want to get familiar with how the text looks in its raw form.
00:20 So, here I have the raw text. It's one continuous text file, and I'm
00:25 viewing this in Text Edit. You can view it in Word or any similar
00:30 text editing program. And I just want to be aware of any things
00:34 that may come back to bite me when I put this text into InDesign, is there any
00:38 weird formatting? Are there any in-line graphics?
00:44 Are there text boxes? Lisa thinks that InDesign doesn't cope
00:48 with too well, but if you anticipate the problem, then the solution is a lot easier.
00:54 In this particular example, our text is very clean.
00:58 Usually, you want you text to be as vanilla as possible with only local
01:02 formatting to indicate emphasis. For example, phrases that are being
01:08 called out or ultimately end up being called out in Italic.
01:13 Now, when I scroll through this long text document, we see some Italic texts and
01:18 that's going to be very useful for us. Because we can leverage InDesign's fine
01:25 change to change these locally formatted areas of text into paragraph styles and
01:30 character styles. So, we want to retain that.
01:36 We see there are areas that will ultimately become verbs that are in Bold.
01:41 Now, we don't want them to end up in Bold, but the important part here is that
01:45 they are differentiated. So, that's all good.
01:49 We're not going to have to change anything here, but we're just getting
01:51 familiar with how the text looks. Given the book that we are designing,
01:55 Alice in Wonderland, there is much precedent for the design of this book.
02:01 Go in to any bookstore and you will find several versions of Alice in Wonderland,
02:05 so it's a good idea to take a look at those.
02:09 How has this probably already been solved by designers that came before us?
02:14 So, that's the point I want to make here. While we could do some find and change
02:18 routines in our text editor, usually I prefer to do this in InDesign.
02:23 Where I find the Find Change function to be a lot more user friendly and powerful
02:28 than its equivalent in Word.
02:31
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Understanding the use of Alice in Wonderland
00:00 Just a few words on why I've chosen Alice in Wonderland, or to give it its full
00:03 title, Alice's Adventures in Wonderland, as our book design case study.
00:08 First of all, the text by Lewis Carroll and the images by John Tenniel are in the
00:13 public domain. So, practically speaking, that makes
00:16 things alot easier. Secondly, its complexity is just about
00:20 right for us. It's not too long, but it has all the
00:23 various different parts, or all the major necessary parts of a book design project.
00:29 And thirdly, even if we haven't read the book, we're probably familiar with the
00:33 story and the kind of imagery in the story.
00:37 And if you're not, or if you just want a refresher, perhaps a good place to start
00:40 would be to take a look at the Wikipedia page for the book.
00:45 You might also just want to check out the Amazon page to get a flavor of the
00:48 different types of book covers. That have been designed for the various
00:52 different editions. And also maybe perhaps even rent a DVD,
00:56 because there have been many film adaptations of the story.
01:01 So those are the reasons that I'm going with Alice in Wonderland as our book
01:04 design case study.
01:06
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2. Document Setup and Strategy
Setting up the page size and format
00:00 A fundamental part of our book design is its size.
00:03 Paperbacks come in a variety of sizes. Here to scale are some standard sizes
00:08 which give you an idea of their aspect ratios.
00:12 The size of your book will typically be determined by your publisher.
00:16 In my case because I plan to print the book using Blurb.com, I have to conform
00:20 to one of their standard sizes. Blurbs trade books come in two sizes.
00:27 Five by eight and six by nine. Because I favor a larger size, and a two
00:33 to three aspect ratio, I'm using the six by nine size.
00:39 I can set up my document traditionally using the new document dialog box,
00:44 changing the width and height to six inches by nine inches.
00:50 Orientation will be tall, number of columns will be one.
00:55 The margins are an important consideration.
00:58 But they are one that I'm going to address separately in the next movie.
01:02 For now, I'm going to set the margins to zero.
01:05 But that will change. I'm going to turn on my primary text
01:09 frame, so that when I place my text file in the document, it will create extra
01:12 pages for me. And that means I don't have to know right
01:17 now how many pages I need. So, I'm going to leave number of pages at one.
01:22 And the start page will also be left at one.
01:25 For this project, I do not need a bleed, the bleed being the area outside of the
01:29 page to which you continue any artwork that you want printed to the edge.
01:34 Nor do I need a slug. The slug being an area out side of your
01:38 page in which you can put any information relevant to the project.
01:43 Useful if you're in a work group type situation, but we don't need a slug in
01:47 this case. So there is my document setup.
01:51 I'll click OK. And we now have one empty page with no margins.
01:57 And the next stage is to establish the size of those margins.
02:01 And alternative setup approach, if you are printing your book through Blurb.com,
02:06 as I plan to do, then you can use the Blurb book creator.
02:11 Now the Blurb book creator is a free plugin that you can download from the
02:15 Blurb website. You will need to have an account with Blurb.com.
02:21 It's free to have an account, and once you do, you can download this, and you
02:26 can install it, and it will appear under your File menu.
02:33 Now the advantage of using the Blurb book creator is that you make sure that you
02:36 are giving Blurb exactly what they want. When you upload your book to an online
02:41 service like Blurb it has to go through a rigorous pre-flighting process to make
02:45 sure that the book is going to print the way that you expect it to.
02:51 Using the blurb book creator plugin is going to make that process somewhat more streamlined.
02:57 So, if I start my book and I can give it a title and I can put in other
03:02 information here if I know it at the time.
03:07 The author in this case, obviously I am not the author of Alice in Wonderland,
03:10 but the author refers to more the designer so that would be me but I'm
03:13 going to leave that blank. Here I can choose the size of book.
03:20 I can change my paper type, and these things can all be changed once the work
03:23 is in progress, but I'm going to go with the black and white, cream, un-coated,
03:27 sixty pound text. And the cover is going to be a soft cover
03:34 perfect bound. Number of pages, now I'm going to start
03:38 with 20 but we will end up with a lot more than 20.
03:41 So I'm not too worried about this for the moment.
03:43 But for the Blurb book creator we have to have a minimum of 20 book pages.
03:48 It gives you an estimated price based upon your chosen paper type and the
03:52 number of pages etcetera and we're now ready to create our pages template.
04:01 And the document name will automatically be whatever name you put in as the title
04:05 with the word Pages appended to it and I'm going to save it in the Exercise
04:08 Files folder. I'll now click OK and I'm ready to start
04:19 working with my document. Let's just take a quick look at this
04:23 document because we have all this information on the page which may be a
04:26 bit confusing if you've never seen it before.
04:31 So there's a bleed set up. Although I said that we do not intend to
04:34 use the bleed but other people creating books at this size might.
04:38 But for the particular design I have in mind, it's not going to be relevant.
04:42 That's the red line, and then the gray area is our type area or safe area.
04:49 Blurb do not want you to get any closer to the edges than indicated by this gray area.
04:57 If we look at the Layer's panel we can see that all of this information exists
05:01 on its own layer. it's a non printing layer.
05:05 We know it's non printing because the name of the layer is italicized, and if I
05:09 we're to press W to preview, all of that information goes away.
05:14 But, obviously, once we've read these instructions this is going to be
05:18 distracting to us, so we can turn off that layer.
05:22 Or we can throw that layer away. Now margins have already been established
05:26 on here but we don't necessarily need to use these margins.
05:31 But we do need to make sure that our margins are at least as big as these and
05:35 I'm actually going to make them bigger than this but this is the minimum size.
05:42 As recommended by Blurb for your margins. And then we have this layer your design
05:47 goes here pretty self explanatory. So, you can chose the traditional
05:52 approach to document setup or you can use the Blurb book creator but if you use the
05:56 traditional approach make sure, and we will be doing this in the next movie,
06:00 that the margins are at least this big
06:05
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Setting margins
00:00 Going forth, I'm going to be developing the document that I created using the New
00:04 Document dialogue box. And I'm going to be doing this to make it
00:08 more universal, because perhaps you don't have the Blurb Book Creator plug-in.
00:12 And perhaps you don't intend to upload your finished product to Blurb.
00:17 I am on the master pages of the document that is called alice1.
00:22 Now, when I created this document, I asked for a primary text frame.
00:27 And that's why I have these two pre-defined text frames on my master page.
00:32 This is just one approach to creating margins.
00:36 It is one that I have found useful Its not one I've always used nor necessarily
00:40 one I always will use. But its one that I favor right now and it
00:45 starts with working backwards from the type and the size of type that you are
00:50 going to be working with. Now we're typesetting a novel that was
00:56 written in the mid-nineteenth century. Very popular at that time was the
01:01 typeface Caslon. So I'm going to be using a very popular
01:06 revival of the Caslon typeface, Adobe Caslon Pro.
01:11 It's a typeface that if you have Indesign, you will already have, because
01:15 it comes installed with Indesign. And I'm going to start out with some
01:20 dummy text on one of my master pages. In fact, it's going to go into both 'cuz
01:26 the primary text frames are linked. I'll just click into my left primary Text
01:31 frame, and fill that with place for the text.
01:36 I will select all and then coming to my character formats, I will change my font
01:42 to Adobe Caslon Pro Regular. Okay, I'm using Caslon because firstly,
01:48 it seems historically appropriate. Secondly, and most importantly, I really
01:53 like it. It's a beautiful typeface It's very
01:55 elegant, it's very readable and thirdly, we have it, it's available.
02:01 Now, there may be other reasons but those are three good reasons right there.
02:05 I've used Caslon before. I've always been happy with it and I
02:08 think many times typeface choices do just reflect what we are comfortable working with.
02:15 The size and the lettings the space between the lines.
02:18 I'm going to use a size of 12 points and a letting value of 15.
02:25 Now I'm actually going to in some ways what I've just done by making that 15
02:29 will become slightly irrelevant by what I do next.
02:34 And that is establish a base line grid. I'm going to turn on the visibility of my
02:40 baseline grid. So, we now have the default value for the
02:44 baseline grid, which is 12 points. My next thing is I want to change the
02:49 value of the grid increment. So, I will come to my preferences and
02:54 grids and change a few things about the baseline grid firstly.
02:59 And this is entirely cosmetic and just entirely my own preference.
03:03 I'm going to make it light grey so it's not too obtrusive.
03:06 It's start value will be 0 relative to the top margin and Its increment will be
03:14 15 points. I'm now going to select all of that type
03:19 come to my paragraph formats and lock that to the grid.
03:26 So, that now is how many maximum lines we have on a nine inch high page.
03:31 Which if you are in (UNKNOWN) as I currently am translates to 54 (UNKNOWN).
03:37 I'm actually going to change my unit of measurement to points.
03:43 Let's see how many maximum lines I have. 648, I'm just going to divide that by 15,
03:50 so I have 43 and a bit lines. I'll now undo that.
03:56 Obviously, we don't want that text starting all the way at the top and going
03:59 all the way to the bottom. But now that I've established this
04:03 baseline grid increment, I can select this text frame and pull it down.
04:09 And I'm going to pull it down a specified number of lines.
04:13 I'm going to come down six lines. Another factor to keep in mind here is
04:18 that I have to accomodate my folio information.
04:22 My page numbers my chapter headers. I've made a decision that, that
04:25 information is going to go at the top of the page.
04:28 Its going to function as a header as opposed to a footer.
04:32 For that reason I will end up with a top margin slightly bigger than my bottom margin.
04:38 I see my folio information as going a line above, let me just draw that in
04:43 there, as going a line above my current text frame.
04:48 So if I've pulled down by 1, 2, 3, 4, 5, 6 lines at the top, I'm going to pull up.
04:58 By four lines and the small extra piece at the bottom margin.
05:05 Now I would like my inside margin to be at least as big as my bottom margin.
05:11 Now, my bottom margin, 15 points for each line increment, 15 times four is 60.
05:19 So, I want this now to come in 60 points from the right.
05:25 I'll come and select my reference point. I will change the width to minus 60.
05:32 Because I favor a bigger outside margin than inside margin.
05:37 Gives you some way to put your thumbs when you're holding the book and we are
05:41 thinking about designing this as a physical book.
05:46 I'm going to make my outside margin five times my leading increment or 75.
05:52 This time I want my Text frame to be reduced from the left hand side.
05:58 So, I'm locking in my right hand reference point and I will make it's
06:03 width minus 75. Now you might be thinking isn't this an
06:07 awful lot of effort to go to just to set up your margins.
06:11 Can't you just put in values here at the time you start the document?
06:16 And yes you can but the margins are a very important part of our design which
06:20 is why I'm taking the time to set them up like this.
06:24 With the intention that if they are all based upon the letting increment.
06:29 Then the overall effect is going to be much more harmonious then it would be had
06:33 we just chosen some random numbers. Everything is going to fit together with
06:38 everything else. Now what we see on the left, disregard
06:43 what I currently have on the right, but what we see on the left is my intended
06:47 type area. Now before I actually put these values in
06:52 for my margins, I just want to verify that this leaves me with a good character
06:56 count for my text. And I'm going to do that using the info panel.
07:02 So, I'll come up to the Window menu and choose Info, and I'll come and park my
07:06 Info panel over there, it's a good thing to have around.
07:11 And then, I will select a line of type and I'm reading the number of characters,
07:15 and what I want to see here. Is that I have somewhere about 50 and 60
07:22 characters per line and indeed, I do. I'll move slightly over and one slightly over.
07:30 I'm actually thinking that I might be able to afford a slightly bigger inside
07:33 and outside margin. I'm going to increase both of them by 15 points.
07:44 So, I'm currently addressing the outside margin which I will reduce by 15 points more.
07:55 And then change my reference point and I will now reduce the inside margin by 15
07:59 points more. And it's very important with the inside
08:03 margin that it's big enough so that we don't lose any text in the spine area.
08:08 I'll just verify my character counts again.
08:11 And even though some of them are coming in below 50, they are only slightly
08:21 below, I'm happy with that. Okay, now I want to plug these values in
08:32 as my margin values. And if I forgot exactly how many lines I
08:36 came down, I can always just use this Frame tool as a measuring stick.
08:41 I can draw that right there and we see that that's 90 for the outside, 75 for
08:51 the inside. 75 for the top and for the bottom, I'll
09:00 zoom in with the Zoom tool, sixty-three. So I'm now going to come to margins and
09:11 columns, and the top. I need to make sure that my chain here is
09:18 broken, 75, 63, 75 for the inside, 90 for the outside.
09:28 Now I can click, okay. And that is, I just need to adjust the
09:31 position of the text frame in there. I didn't quite like that, I can now
09:36 delete that empty frame. My primary text frame on my right hand
09:42 master page can now be adjusted to those marigins.
09:48 All of this text in there can be deleted, that has now served its purpose.
09:54 So, we have established our margins and we have also established our base line
09:57 grid increment. Our margins are very generous and that's
10:02 going to make our text more readable, having a nice white frame around our type area.
10:10
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Adding page numbers and running heads
00:00 Still on my master pages, I'm now going to step up my running heads and page numbers.
00:06 First of all, I will draw some guides to the outside and inside margins.
00:16 Then I'm going to tap the T here to go to my type tool and draw myself and text
00:19 above the top margin of the left hand page.
00:23 In here I'm going to put my book title. And even though I'm pretty sure I want it
00:27 all in upper case, I'm not going to type it all in uppercase just in case I should
00:30 change my mind. I'll select that, I will center it and
00:40 then I'm going to make sure that it is in Adobe Caslon Pro.
00:46 And I am going to make it small caps. Now, since Adobe Caslon Pro is an open
00:51 type font, I'm going to come over to my Opentype options and choose All Small
00:56 Caps, and then I'm also going to add some tracking, some space between the characters.
01:05 I'm going to add 100 units of tracking to that.
01:09 And I want this to be smaller, nine point.
01:14 I'm going to press Cmd + B to go to my Text Frame options and align this text to
01:17 the bottom of that text frame. Now our grid only starts at the top
01:23 margin so we are without grid above this. But I want this positioned an exact 15
01:30 point distance from the top margin. So I'm going to drag that down so that it
01:35 sits on the top margin. And then I'm going to change its y value
01:40 to minus 15. 15 being the line increment, or leading
01:44 value, that I am using. Now, in this particular case, what I want
01:49 to do is have my page number actually in a separate text frame.
01:54 And that is going to be aligned towards the spine, so that on the left-hand pages
01:59 it will be right aligned, and on the right-hand pages it will left aligned.
02:05 To aid me in that, I'm going to draw myself a horizontal guide that I want to
02:10 cross over my spread. So I'm going to hold down the Cmd key
02:14 when I pull that down. And I'm going to pull that down to the
02:17 baseline of my header. Tap my T key again, making sure that I'm
02:22 not actually inside any of the options on my Control Panel.
02:27 Which I am. So I'm just going to get out of there.
02:29 Tap my T key. And then I will click and drag to make
02:34 myself a text frame. Into which I'm now going insert my page
02:39 number marker. I'll right click, insert Special
02:43 Character>Markers>Current Page Number. For this, I'm going to use a typeface
02:49 called Clarinden, a 19th Century slab serif typeface, which I feel is in
02:54 keeping with the subject matter and which I also feel contrasts nicely with Caslom Pro.
03:03 However, Clarendon does not come installed as standard with InDesign.
03:07 So if you don't have it, you might consider just staying within the Adobe
03:10 Casalon Pro family, perhaps making the page number bold.
03:15 I'm going to reduce the size of that down to nine points.
03:19 I am going to change its alignment. As I said, this is going to be the line
03:24 towards the spine. And I'm also going to change its
03:27 alignment within that text frame, Cmd or Ctrl + B to take me to my text frame
03:31 options and align that to the bottom of the text frame so it sits on that same
03:35 baseline as the header itself. Now I have those two, I'm going to to
03:42 zoom out, select them both, and then copy them over to the right-hand page and I'll
03:48 need to change their order about. And here what I intend to do is swap this
03:59 information for a running header. Before I do that, and I should have
04:05 really done this before I copied those elements, I am going to create a couple
04:08 of paragraph styles. So I'll come over to my paragraph styles
04:13 and click into the header. And I'm going to call it header, apply
04:19 style to selection, OK. And then I'll also click into the page number.
04:24 It's unlikely that I'll need to change these, but just in case I do, having a
04:28 paragraph styles set up is going to mean one change as opposed to change.
04:35 And then I will make sure that those styles are applied to their equivalents
04:39 on the right hand page. Now up here, this information is going to
04:43 be replaced with a running header. So I'm going to delete that for now, and
04:49 I won't be able to set this up completely.
04:53 Because the running header is going to use a paragraph style that we have yet to create.
04:59 But I will come to Text Variables and to Define, and I'll choose Running Header
05:04 and then click Edit. Running header paragraph style, what
05:10 style am I going to use? Well, actually, we can at least create it
05:14 now, even if we don't define it. New paragraph style.
05:18 I'm going to say it's going to use my paragraph style that will not be placed
05:22 on anything to start with, and it's going to be called Chapter Title.
05:28 I want my headers to reflect the chapter that the reader is in.
05:32 Click OK, and it's going to use the first of those on the page.
05:38 There will only be one. Everything else is the way we want it.
05:42 I'll click OK, then I will click Insert. Now that may not look yet how we want it
05:48 to look. We can always just change the definition
05:51 of that style that it is using.
05:53
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Adding line numbers
00:00 This next stage is optional, but I highly recommend it.
00:04 It's to put some Line Numbers on our master pages so that we can easily
00:07 identify problems by referring to a specific line number.
00:12 Most useful if you're communicating with a client, say, by telephone.
00:16 Rather than, them saying to you over the phone up a bit, down a bit, left a bit,
00:20 right a bit, and wasting time that way. They can say the problem is on line 18.
00:25 And you can jump right to it. Obviously these line numbers are going to
00:29 be non printing. So before we do anything, I'm going to
00:32 make a non printing layer for them to go on to.
00:35 Which I'll call line numbers. And I'll make sure that Print Layer is
00:39 not checked. And that's going to Italicize the name of
00:43 that layer. So then I'm going to draw myself a Text
00:47 Frame that is the height of my type area. I'll then just move it over outside of
00:53 the text area, giving a little gap between it and the text area itself, tap
00:58 T to go to my Type tool. I'll make sure that I have my hidden
01:06 characters shown, and then, I'm going to just insert into that text frame a whole
01:12 series of returns. I will then select all of those.
01:19 And coming to my Paragraph formats, align them to the baseline grid.
01:24 And we'll also change the font, although this doesn't really matter too much,
01:27 because as I said, they are not going to end up being printed.
01:31 But just so that they're more comfortable to look at.
01:34 And I will also change the Color. Now, to add numbers to those apparently
01:40 blank paragraphs automatically, I'm going to come to my Numbered List.
01:45 And since I want to change the options of the Numbered List, I will hold down the
01:48 Option or Alt key. When I click on that button, List type
01:52 will be numbers. And the Number Style, I do not need a
01:55 period or a tab after the number, all I am concerned with is the number itself.
02:02 Click OK, and you can now see we have a series of numbers.
02:07 One through 34 so we know that we have 34 lines in total in our type area.
02:13 I also want to adjust the alignment, so that they are aligned towards the spine,
02:19 like so. I will come and zoom in down there and I
02:23 see that we have some overset text. There is a overset text marker there.
02:30 I'm just going to make sure that there is no overset text.
02:36 (SOUND). Even though it keeps indicating that
02:38 there is, I'm pretty sure that there isn't.
02:41 There we go, we want to make sure that this says No Errors.
02:45 I can now Zoom Out. And I'm going to Copy these over to the
02:49 right-hand page. And since I want to constrain the
02:52 movement of that copy, as well as holding down the Option or Alt key, I'm also
02:56 going to hold down the Shift key. And we there have some line numbers.
03:04 Now, when I press W to preview, they're going to go away, because they're on a
03:08 non-printing layer. But so as long as we are in the normal
03:12 view mode we will see the line numbers. Which will make it easier for us to
03:16 identify where problems are occuring on our page.
03:20
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Understanding the Book feature
00:00 I just want to say a few words about our document strategy.
00:04 Specifically, whether or not we should make this into a booked project.
00:08 Now by booked project I mean, are we going to use this InDesign feature, New > Book.
00:16 A Book in InDesign terms, is a collection of documents.
00:20 So, for any long document, you do have the option of breaking it down into
00:24 segments, chapters, specifically. Personally, I prefer not to do this.
00:31 I think the yardstick is always, if you are the only person working on the
00:35 project, it makes it simpler to keep it all as one document.
00:40 The great benefit of the book feature is that it allows you to work collaboratively.
00:44 So that you can be working on one chapter while somebody else is working on another
00:48 but in this case even though we have a long document.
00:52 It's a relatively simple document, and it's one where we are the sole designer.
00:57 So for that reason we are not going to use the Book feature.
01:01 If you want information about the Book feature, I suggest you check out this
01:05 course by Mike Rankin, Creating Long Documents.
01:09 And he has a whole chapter talking about the Book feature.
01:13 Which is right here, but I think for us in this particular scenario.
01:18 To get into making it into a book is going to be unnecessarily complicating
01:22 the issue and for that reason I'm keeping it as a single document.
01:28
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3. Placing Text
Placing the text and looking at flow options
00:00 It's time to place our text. And I'm on page one of our document.
00:05 So if you are anywhere other than page one, make sure you go there now.
00:08 As I mentioned in an earlier movie, I set this document up with a primary text frame.
00:13 Now if you have InDesign CS4 or 5 you did not have the option of choosing Primary
00:17 text frame. You had what was called a Master text
00:21 frame, but that behaved somewhat differently.
00:24 So I'm going to also show you how we can do an auto flow place that does not use a
00:28 primary text frame. Either way we're going to end up with all
00:33 of our text on as many pages as we need to accommodate that text.
00:39 Of course that page count is going to change, but we want to see all of our
00:42 text to begin with. So first of all, working with the primary
00:46 text frame, I'm going to press Cmd, or Ctrl+D, and then come to my text file,
00:50 Alice text. Now I have my Show Import Options turned off.
00:55 I've already familiarized myself with this text, so there are going to be no
00:59 big surprises. But we'll see In a later movie how you
01:03 might, in certain circumstances, want to have Show Import Options turn on.
01:11 Now, if I see this missing fonts message, I don't really care, because all of the
01:14 fonts I've got in this text file are going to change.
01:18 All we're concerned with is getting the text in here to begin with.
01:23 There's my loaded type cursor. When I move that over my primary text
01:26 frame, the shape of that cursor changes. I can now just click, and after a brief
01:31 pause, if I look on my pages panel, we see that I now have, in this case, 87 pages.
01:38 You may have a slightly different number because maybe you didn't have a missing
01:42 font, maybe you had a different default font.
01:45 It doesn't matter at this point, just so long as it's all in there.
01:48 Okay, now I'm going to undo that, press Cms+Z twice.
01:53 And then I'm going to delete that primary text frame.
01:57 So, let's see what would happen if we didn't have a primary text frame.
02:07 If I click I get just one text frame and then it stops.
02:12 And I have over set text. So what I need to do to flow all of my
02:15 text is hold down the Shift key while I click.
02:19 And I need to come to the top margin as well.
02:21 You can see how my cursor changes its appearance ever so slightly.
02:26 There's a black arrow in that cursor and then when I, and overall when I am
02:30 snapping to my top margin, it turns white.
02:34 At that point, I'm going to hold down my Shift key and click and I arrive at the
02:38 same place that I was at before with 87 pages.
02:44 Regardless of which approach you are using, I suggest you turn on this preference.
02:50 Preferences, type, and for Windows users your preferences will be at the bottom of
02:53 the Edit menu. Smart Text Reflow, now in the first
02:57 instance, Limit to Primary Text Frames. So in that case, it's already on.
03:03 But in the second instance, Smart Text Reflow would not have any effect.
03:09 All I'm going to do is uncheck Limits to Primary Text Frames so that Smart Text
03:13 Reflow is applicable whether or not we are using a Primary Text Frame.
03:18 That's going to mean that as our text expands or contracts, extra pages will be
03:23 Added or Deleted. And I just need to do one more thing to
03:27 make sure that last thing is true. Delete Empty Pages.
03:31 So, I've unchecked that, and I've checked that.
03:34 And we now have all of our text flowed into our document, and we're ready to
03:37 move on to the next step.
03:39
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Leveraging Word import options
00:00 When I placed my text in the previous movie, I did not avail myself of the word
00:04 Import Options. Not really necessary in this case.
00:09 And that's because I was familiar with the text, I had looked at the text in a
00:12 text editor. I knew what to expect, but, sometimes you
00:16 do want to take advantage of those options.
00:19 I just want to point out where they are. So, once again, I press Cmd or Ctrl D.
00:24 This time I will choose Show Import Options.
00:27 Now, there's been much said about this feature on lynda.com.
00:31 Some of it by me but also by David Blatner and Anne Marie Concepcion and
00:34 Mike Rankin, and others. So I don't want to repeat that, but I
00:39 just want to quickly talk about what this does.
00:42 Typically, and the way it was used in the previous movie, this option was turned
00:45 on, Preserve Styles and Formatting from Text and Tables.
00:50 Meaning any formatting that was in that text file, good, bad, ugly, it's all
00:54 going to come in. Now, we're going to end up stripping most
00:58 of it out, there wasn't much anyway, so that's fine.
01:01 But you might sometimes, want to ,just get rid of everything.
01:06 I've chosen not to do that, I've chosen deliberately, to preserve the styles,
01:10 because there is some Italicizing in there.
01:14 That's going to be important to us and we don't want to have to go in and
01:18 re-italicize words that need emphasis. Sometimes useful is the ability to strip
01:24 out Inline graphics. If the word file has a lot of Inline
01:28 Graphics in it, they can cause confusion in InDesign and one way to get rid of
01:32 them is just to uncheck that option right there.
01:37 To take it a step further, you can do a Custom Style Import with style mapping.
01:43 IE if the incoming word document has styles applied to it, those styles can be
01:48 mapped to the styles that you have already set up in your InDesign document.
01:55 Now in our case, there were hardly any styles in the word document.
01:59 And we have no styles in our InDesign documents.
02:02 So not applicable to us at the moment, but if this is the kind of job that you
02:06 are repeating on a regular basis. And you have good communication with the
02:11 person who is creating the word document. Perhaps you can have them work with a
02:16 template, maybe you've supplied them with, that has all the necessary styles
02:20 in it. And when you place that document into
02:24 InDesign, you can have those styles map to your styles.
02:29 So this is potentially a very powerful feature, one that we've not really had to
02:34 utilize in this particular scenario. But one that you do need to be aware of.
02:39
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Cleaning up text
00:00 For this next stage, I'm going to turn off a couple of visual aids, the line
00:04 numbers that we don't need just yet and we'll turn off the layer that contain those.
00:10 And I'm also going to turn off the baseline grid.
00:13 We'll be returning to both of those later.
00:16 Here I want to do some text cleanup now we're familiar with this text we've
00:19 looked at it in the text editor so we know what we're working with there are
00:22 some issues with it. Very few but they are important now when
00:27 we look through it we see that we have certain local formatting specifically
00:32 italicizing applied to particular words. There is a danger that when we start
00:38 applying our paragraph styles that that local formatting may be lost.
00:44 So before we do that, we need to convert this local formatting to character styles.
00:49 This isn't going to change its appearance at this stage but it is a very important
00:53 step that's going to to ensure that that local formatting, the italicizing will be retained.
01:00 Secondly, I have numerous instances of em dashes that are surrounded by spaces.
01:07 I would like my em dashes surrounded by thin spaces so that there's not so much
01:13 air on either side of those long dashes. For both of these things I'm going to use
01:21 find change but before I do that I need to create myself a character style.
01:28 So I'm going to make sure that I have no text selected.
01:31 Come to my Character Styles panel, New Character Style.
01:35 I will call it Italic. Come to my basic character formats font
01:40 style will be Italic. All of the other formats will be left
01:44 blank and these will be inherited from the paragraph style.
01:50 So now I'm going to come to find change, I'll press Cmd+Ctrl+F.
01:55 Find what and change to both can be left blank because we're concerned with the
01:58 formats in this instance. Basic character formats, what I'm looking
02:04 for is local formatting of italic. And what I want to replace it with is an
02:10 Italic character style. Making sure I'm searching the whole document.
02:16 Change or. 266 replacements.
02:20 Imagine how tedious it would have been to have to do those manually.
02:25 Now, while I'm here, I can also do the other change.
02:29 And I'm just going to come and select that range of text mdash copy it.
02:38 Come to find what. Past it in there.
02:40 Change to White Space, Thin Space, followed by an Emdash and then followed
02:48 by once again a Thin Space. I need to make sure that my find and
02:55 change formats from the previous routine are deleted.
03:00 Once again searching whole document. Lets just play this one safe and I'll do
03:04 a find and a change and you can see that's what it will be changed to
03:08 significantly smaller space either side of that dash.
03:13 Then I'll go ahead and click the Change All 258 replacements.
03:20 Now moving through the document, I see that there is also some more local
03:26 formatting applied. And this local formatting which for now
03:32 I'm going to leave, is what distinguishes the areas of the text that need to become verse.
03:38 So it's important that they remain distinct from the rest of the text at
03:41 this point. And we also see because I have my hidden
03:45 character turned on, always useful to work with those turned on that we have
03:50 some extra paragraph marks in here. For now, I'm going to leave them.
03:56 They're an important visual cue to me that certain of these paragraphs need
04:01 space applied before them. Ultimately they will be stripped out.
04:06 But I'm going to leave them for now.
04:07
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4. Styling the Text
Creating and applying paragraph styles
00:00 We're now ready to apply our Paragraph Styles.
00:03 Let's just take a look at what we have already.
00:05 So if we look at the Paragraph Styles panel, we already have page number and header.
00:10 They are applied to the folio information on the master pages and we already have
00:14 Chapter title. Although we didn't take any time to
00:17 actually define what that is, we just created it so that it could be used by
00:21 the running header. And since we haven't applied it yet, the
00:25 running header is currently having no effect, but that's going to kick in at
00:29 some later stage. But what we want to do next is address
00:34 the problem of those paragraphs that need to be inverse, and they need to be
00:38 distinctly different from the rest. And there isn't already a distinction.
00:45 There was a distinction made in the original text file.
00:49 And if we look through our document and find a given paragraph of what will
00:55 become verse, we see that it is in the Myriad Pro font.
01:00 That's making it distinct from everything else, which is currently in Minion Pro.
01:09 So I'm going to do this, without worrying too much yet about how this paragraph
01:13 style looks. With nothing selected, I'm going to come
01:17 to New Paragraph Style and choose Verse. Now, the verse I know is going to be in Italic.
01:24 It's going to be in Adobe Caslon Pro Italic and the leading will be 15.
01:34 The other attributes, we can come back and determine later on.
01:37 I'll now click OK. Now that that paragraph style has been defined.
01:43 I'm once again going to use my find and change to automatically apply that
01:47 paragraph style to all paragraphs that currently are in Myriad Pro.
01:52 Command F. Find what, I'll clear out my previous
01:57 Find What, change To criteria and in Find Format I'm now going to choose from basic
02:01 character formats. Font Family will be Myriad Pro and I am
02:08 going to change to Paragraph Style Verse. Click OK.
02:17 And then Change All. So that is making sure that these
02:22 paragraphs are distinct. And when we do the next step, which is to
02:26 apply the body text, they will remain distinct.
02:29
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Continuing with paragraph styles
00:00 Continuing with our creation and application of paragraph styles, I'm now
00:04 going to create the body style and to do that I'm just going to come over here and
00:09 select a paragraph of text. Doesn't really matter which one,this one
00:14 will do just fine, I'm on page 28, 29 but doesn't really matter where you are at
00:17 this point. And I'll come to my character formats.
00:22 As I mentioned in an earlier movie, I want to use Adobe Caslon Pro as my body text.
00:29 I feel like it's historically in keeping with this book, which was written in
00:33 1866, Caslon was very popular at that time.
00:37 Caslon has a certain Englishness about it and this is an English novel.
00:42 And also Caslon is a very beautiful and a very readable and very available font so
00:47 it takes all the right boxes for us for this project.
00:53 So there's my font there's my font style twelve point is the size.
00:57 I want to use a letting value of 15. I'm just going to move across my control
01:02 panel and change the things that are relevant to us.
01:06 I do not need to make any manual kerning adjustments nor do I want to make a
01:10 tracking adjustments, vertical scale, horizontal scale can stay as they are.
01:15 My baseline shift, my slot, none of those need to be changed.
01:20 The language dictionary. I'm going to use English UK as the
01:21 language dictionary. The book was written in British English
01:24 and the language dictionary is going to effect how the words hyphenate should we
01:27 choose to hypenate them. And obviouslyy how and misspelling will
01:31 be flagged when we come to do a spell check.
01:40 I'll now switch to my paragraph formats and I would like to justify this text.
01:46 When working with justified text which is obviously going to give me a smooth
01:50 margin on the right-hand edge. We also need to affect our justification
01:55 options which I'll come to in a moment. First line indent so that we can clearly
02:00 see where one paragraph begins, we want a first line indent and I'm going to use
02:05 the convention of the first line indent being one Mspace.
02:11 Now Mspace is the size of your type, in this case, 12 points.
02:16 My first line indent is that one. I do not need a left, a right or a last
02:20 indent, do not need any spacing before or after.
02:25 Hyphenate is the next option that's relevant to me.
02:28 I'm going to check that and in addition to checking that I'm also going to set my
02:32 hyphenation options. Now's the time when we want to turn back
02:38 on the baseline grid. That I turned off in the previous movie
02:42 and we see that our text is not actually on that grid.
02:46 So I'm not going to align the text to the baseline grid.
02:51 I will then come to the drop down menu of the Control panel and first go to
02:55 Justification where I'm going to change the justification settings.
03:01 So I'm going to make things a little stricter.
03:05 I want a minimum word spacing of 85%. The desired will be left at 100 and a
03:11 maximum of 115%. I am going to allow some variation in
03:16 letter spacing. Let me turn on the preview and we can see
03:19 how this is going to affect the type that is selected.
03:22 And that variation will be minus 2 at minimum.
03:25 The desired will remain 0 and 2 at maximum.
03:28 And then I'm also going to allow a variation in the glyph scaling, the
03:32 horizontal scaling of the characters. And this is really going to go a long way
03:38 to achieving good looking justified text. 97% for the minimum desired at 101 and
03:45 103% at the maximum. I want the Adobe Paragraph Composer
03:50 applied to this text, which it already is.
03:53 So that when the paragraph is being composed, InDesign is looking both before
03:58 and after the cursor with the end result that we get a better type of color or
04:03 type density. So I'll now click OK to accept those
04:09 justification options and I'll return to that same menu and come to the
04:13 Hyphenation options. Now a lot of people don't like
04:18 hyphenation but believe me it really is the lesser of the evils especially when
04:22 working with justified text. But if you choose to hyphenate then you
04:27 need to and by hyphenate, I obviously mean breaking words that where the whole
04:30 word can't fit at the end of the line. And we see we have two consecutive
04:35 hyphens in this paragraph that I have selected.
04:38 That is going to be fixed in just a moment.
04:40 I'm going to say I only want words with at least seven letters to be candidates
04:44 for hyphenation. And after first hyphen and before the
04:48 last hyphen, I'm going to change that to three to both, so that will be at least
04:53 three letters carried down and at least three letters left behind.
04:59 The hyphen limit are set to 1 then if we turn on the preview we can see that
05:03 that's already fixed the hypenation that was formally occurring at this paragraph.
05:09 The hyphenation zone is not relevant to us since we are working with justified text.
05:14 I do not want the last word of a paragraph to be a candidate for
05:17 hyphenation and I do not want hyphenation to occur across a column.
05:23 So, in a nutshell, I am allowing hyphenation but I'm not allowing much.
05:29 I'll then click OK and that is unless I've forgotten anything all the formats
05:32 that we want to apply to the body text and if I did forget something its very
05:36 easy to come and add it later on. Right now the status of this paragraph is
05:43 basic paragraph with a whole bunch of local overrides.
05:48 So I'm now going to capture all of those settings in a style name and that style
05:52 name will be body. And you can see there a list of all the
05:56 changes that I made. Now to apply that style to all of our
06:01 text with the exception of the paragraphs that are already styled in the verse
06:05 paragraph style, I'm going to do this. Because at the moment everything that is
06:12 in basic paragraph needs to become body. Once again I'm going to use my find
06:18 change to automate this process. So Cmd or Ctrl+F to find change.
06:24 I'll clear out my previous values and in the find what, I'm going to say paragraph
06:30 style, basic paragraph. That's what I'm looking for and what I'm
06:36 changing to is body. And then I'll click change all making
06:42 sure that I'm searching the whole document.
06:45 There still remains much to do in creating more paragraph styles and
06:48 applying them, but we now see that our text is beginning to take shape.
06:54
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Finishing with paragraph styles
00:00 I'm starting us out here in the finished document because I just want you to see
00:03 the structure of this book. It's a very simple structure.
00:07 There are 12 chapters. Each chapter begins with a chapter
00:11 number, followed by a chapter title, followed by a first paragraph, followed
00:17 by body text. And from there on, the majority of the
00:22 text in the chapter is in body text. Then that sequence repeats.
00:27 And again, and again, 12 times. So, what we're going to do is create
00:31 those styles for the chapter number, chapter title, the body first paragraph,
00:36 and apply those styles. Starting out with the chapter number.
00:44 I'm going to select that text. And this is simple.
00:49 I just want it to be italicized but without the first line indent.
00:54 Now, there is something else about this particular paragraph style that I need to
00:58 incorporate into the style definition. I'm deliberately going to overlook it for now.
01:04 I want you to see why we need it and how easy it is to add in later on.
01:09 This is not going to visually affect this paragraph, but while I'm here, I am
01:14 going to make it left align and I am going to take off any hyphenation.
01:20 Paragraph styles, new paragraph style, and we'll call this one Chapter Number.
01:28 And if I didn't have Apply Style to Selection checked, which I didn't, I can
01:33 just go and click on that style name in the paragraph styles panel.
01:40 Now moving on to the next style. This one is going to be Chapter Title.
01:45 I already have a style called Chapter Title created earlier on.
01:49 But when I created it, I didn't pay any attention to the formats that were
01:52 incorporated in its style name. So, it doesn't look anything like how we
01:57 want it to look. I'm just going to come and edit the style definition.
02:02 And here I'm using my second font, which is the Clarendon, and I would like it to
02:07 be Clarendon Bold. And if I turn on my preview we can see
02:11 what's happening. I also see there's another problem that's
02:15 made itself evident to me now, and it's that this style is actually applied to my header.
02:20 I'm going to fix that in a moment. But I want my chapter titles to be 28
02:24 points on 30 point leading, 30 point being twice, leading value of 15.
02:31 I do not want any tracking, or if I do have some tracking I might have some
02:36 negative tracking, which I will have negative tracking of minus 10 units.
02:44 I want this to be left aligned as opposed to centered.
02:47 I do not want it to hyphenate and then just back in indents and spacing.
02:52 I'm going to check balanced recognize and you can see what that does.
02:57 If I un-check it and then check it, we get lines of roughly equal lengths.
03:02 And I think that's all I need to adjust for the Chapter Title Style.
03:07 Before I go any further, let's address this problem.
03:10 I will come to my Master pages, click up there in that paragraph that is my
03:14 Running header. And I must have made a mistake earlier on
03:18 and applied this style to that text. Actually it wants to be in the Header style.
03:25 So, now I can return to my document page one and to my first paragraph.
03:32 Now I might be tempted here to use a drop cap.
03:37 First of all though I'm going to remove the first line indent and I'm going to
03:40 add some spacing before it. 15 points of space before a drop cap, if
03:45 I wanted one would be this option right here.
03:49 I don't want one I think its unnecessary there's plenty of differentiation between
03:53 this paragraph and this paragraph as it is.
03:56 So, I'm going to keep it simple. I will now come and create a paragraph
04:02 style based upon that which I will call body first.
04:05 This time I will remember to check Apply Style to Selection.
04:10 And those are our basic paragraph styles. Just to make things a little bit easier,
04:16 I'm going to come to my selection tool. And I'm going to order these styles on my
04:20 paragraph styles panel in the sequence that they appear.
04:25 So, that's going to be chapter number at the top followed by chapter title
04:30 followed by body first. Now, I will move through my document and
04:35 on page seven, I find the beginning of chapter two.
04:39 Double-click in there, that's chapter number, that's the chapter title.
04:45 That is a body first, and here, we see the thing that I forgot.
04:50 The formatting attribute that I forgot was that each chapter number needs to
04:55 begin at the top of a page. So, I'm now going to incorporate that
05:00 into this style definition. Right-click on it.
05:04 Edit the chapter number and this is one of our key options.
05:08 Start paragraph not anywhere but rather I want to start on the next page.
05:15 Now if I was being more luxurious about this, I might say start on the next odd
05:18 page or next right page. But in this case, I'm going to be more
05:23 economical, space-wise, and say our next page.
05:26 Which is going to mean that some of my chapter openers are on a left or even page.
05:33 And you can see that that's automatically kicked that beginning of chapter over to
05:37 the next page. I will apply one more, page 40, Chapter
05:40 number automatically moves to the top of the next page, Chapter title, body first.
05:44 Because the order of these styles, chapter number, chapter title, body
05:48 first, is consistent, we could set up a style sequence.
05:53 And that's what I will be doing in the next movie.
06:04
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Applying a style sequence
00:00 In this movie I'm going to finish off the first pass of applying the paragraph
00:04 styles to the text in the document. And I'm going to introduce two new
00:09 concepts here. One is the idea of finding where you want
00:12 to apply the style using Find Change. And the other is using a Style Sequence.
00:19 And our document is a good candidate for a Style Sequence because the text follows
00:23 a consistent sequence and that sequence is chapter number, chapter title, body first.
00:30 So let me modify the paragraph styles that we have and you can see that I've
00:33 arranged them in that order on my paragraph styles panel.
00:38 I'm going to right click, first of all. On Chapter Number to edit that and change
00:42 its next style setting to Chapter Title. Then click OK.
00:48 Then I'm going to right click on Chapter Title and make its next style body first.
00:56 That's as far as we need to go with that. I will now find the beginning of chapter four.
01:01 Cmd or Ctrl+f to take me to my find change.
01:05 For this particular document we're lucky in that the word chapter is only used in
01:10 the context of the chapter number. So I know that when I type in Chapter in
01:16 my Find What field, making sure that I delete any other parameters, and then
01:20 click on Find. It's going to take me to the beginning of
01:25 the next chapter where I can now do this. Swipe through the first three paragraphs,
01:31 chapter number, chapter title, body first.
01:35 Come to the first style in the style sequence, right click and choose Apply
01:40 Chapter Number Then Next Style. And we get three for the price of one,
01:45 essentially it's now a question of repeating that until we get to the end as
01:50 I mentioned before there are 12 chapters. When I choose Find, it finds the one that
01:57 we've already done. I'll click on Find Next, swipe through
02:01 those first three chapters, apply Chapter Number Then Next Style.
02:07 Repeat, repeat, repeat, until you get to the end of the document.
02:17 Now you don't need to see me do that but that's what I'm going to do.
02:20 And I'll meet you in the next movie with all of our basic paragraph styles applied.
02:26
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Formatting the chapter openers
00:00 Now that we've applied our basic paragraph styles, chapter number, chapter
00:04 title, body first, and body to most of what remains, our document has a structure.
00:09 We can see where one chapter ends and the next one begins.
00:12 However, there are many things that we still need to fix.
00:17 And the order in which we fix them, is significant, we don't want to be
00:19 premature about fixing certain problems because they're just going to recur and
00:23 we're going to have to fix them again, and again, and then we're going to get
00:25 very frustrated. For example, I'm well aware that we do
00:30 not want a header at the top of our Chapter Opening pages, but I'm not fixing
00:35 that right now. And I'm not fixing it right now, because
00:40 the pagination is likely to change and our chapters, the pages that they start
00:44 on, is also likely to change. By the way, let me point out that our
00:49 chapter headers, our running headers, are now functioning.
00:53 We set these up in an earlier movie, they weren't doing anything until we applied
00:57 the Chapter Titles style to all of the chapter titles.
01:01 But now they are working. What I do want to address here, and what
01:05 is going to make a big improvement in the appearance of the document is, I would
01:09 like some space at the beginning of each of my Chapter Opening pages.
01:16 To put it another way, I want some space above the chapter numbers.
01:20 Now if I come and add space before, that's not going to do anything.
01:24 If I try and add 90 points of space before that, no effect, because space
01:28 before is ignored. When that paragraph occurs at the top of
01:32 a page. Obviously, I don't want to attempt this
01:35 using paragraph marks because that's just going to give us a very amateur result
01:39 and also it's going to be very frustrating because it won't really work.
01:45 Nor do we want to select the text frame and bring it starting point down a few lines.
01:50 That would sort of work, but it would be far too labor intensive, and it just
01:54 wouldn't respond to changes elsewhere in the document the way we want it to.
02:01 So that's not going to happen. Instead, I'm going to use this handy work
02:06 around and the work around is I'm going to put a rule above each of the
02:10 chapter numbers. Now you may be thinking, wait a minute I
02:14 don't want a rule above, well the good thing is the rule above does not need to
02:17 be visible. And before I do that, I'm going to return
02:22 to page one. So that if re-pagination occurs which
02:25 it's likely to do, we're not get disoriented.
02:29 So I am going to Edit > Chapter Number, and come to my paragraph rules.
02:37 Rule Above, I do want a Rule On. There, we can see on the baseline of the
02:41 type, obviously we need to shift it up. I'm going to move it up by 90 points.
02:48 And what that does is shift it to the very top of the page.
02:53 So we need to make sure that we check Keep in Frame and we can now see that its
02:57 moving that type down but also we see that we have a one point rule across a
03:01 whole column and we fix that just by changing its color to None.
03:08 I'll click OK. Let's just view that without our guides,
03:12 so I'll press W. And we now see that we have a comfortable
03:18 amount of whitespace at the beginning of each of our chapter openers.
03:22
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Adding pauses
00:00 It's now time to systematically work our way through the document, and apply
00:05 exceptions to the text where appropriate. I'm using, as my reference, a printed
00:10 version of Alice in Wonderland, maybe you have a copy yourself.
00:14 And if you don't, you can always use my finished version as your visual reference.
00:19 The first thing that I want to do, is apply formatting to this and several
00:24 other pauses. As indicated by this asterisk, we want
00:28 some space before this and some space after it.
00:33 Currently this occurs at the bottom of the page.
00:36 But there is going to be a graphic added which is going to cause my pagination to
00:39 change, so I'm not worried about that at the moment.
00:44 I'm going to come to my Paragraph Styles and I'm going to add 15 points of space
00:48 above and 15 points of space below. That's going to cause that to turn over
00:54 to the top of the next page. I'll also Remove its first line indent.
01:00 And set it's alignment to Center. Now I will create paragraph style based
01:04 upon that, which I'll call pause. I had apply Style to selection checked so
01:11 that text is now in the pause style. I'll press Cmd or Ctrl+F to go to my Find/Change.
01:20 Come to Text, make sure that I clear out any previous find and change criteria.
01:26 I'm going to add an asterisk in my Find what field and then click on Find.
01:31 It will find me the next instance of the pause.
01:35 I'll apply the Style to that, find next. I'll do the same thing, and I think that
01:44 is it. There are three in total.
01:49 Now that the pauses have been formatted, we can go on and apply formatting to the
01:52 various different examples of verse, and I will address that in the next movie.
01:57
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Styling verse
00:00 Its now time for some heavy lifting or some medium weight lifting at least.
00:05 We need to apply the formats to the paragraphs of verse and nursery rhymes
00:10 and I'm finding the first instance of that and in my case its on page eight.
00:17 Now this in not actually a verse or nursery rhyme but it requires the same
00:21 sort of formatting. And it is slightly confusing here that we
00:25 are actually going to begin with what will be an exception.
00:29 Firstly, I want this paragraph, Alice's Right Foot to be centered and I want it
00:34 to have some space before it. Now that is a paragraph style that I will
00:40 be using again. So I'm going to capture that as a
00:45 paragraph style and I will call it verse center.
00:50 I want lines two three and four to be indented so that they are flush with the
00:54 a of alice in line one but with each line indented a little more than the line that
00:59 preceeds it. You'll see what I mean in just a moment.
01:06 I'm going to put my cursor right there in front of the A of Alice and I find out
01:10 that it's position is 83.665 points. So I'm going to select those three
01:18 paragraphs and make the left indent 83.665, like so.
01:27 Now I want them all indented 12 points beyond that, 12 points being one end
01:32 space that being the size of our type. So I'll type in plus 12 and now select
01:41 lines three and four, plus 12 and just line four also plus 12.
01:52 After each section of verse I want a space above the body text so I will click
01:56 into this paragraph of body text. 15 points of space before and then I will
02:03 create a new style based upon that. Now I just need to find the next instance
02:11 of verse. I'm going to use my Find/Change to do this.
02:15 I'll clear out anything that's in the find watt field and come to Find Format.
02:22 And what I'm looking for is anything that has the verse paragraph style applied to it.
02:33 Zooming in on that. As I have mentioned before.
02:36 We have still some extra paragraph marks. And these extra paragraph marks are
02:41 indicating where the next paragraph needs space above it.
02:46 These will ultimately be stripped out but right now they are useful to us because
02:50 they indicate where we need some space. I need some space above this since it is
02:57 preceded by body text. And that space, of course, is going to be
03:02 15 points. And I'm then going to create a paragraph
03:07 style called first space which I'll also apply right there.
03:14 Now the style I'm using here is that every other line is indented 12 points.
03:23 So I'm going to come down to line two and that will have a left indent of 12 points
03:28 and I'm going to create a new style based upon that.
03:32 Which I will call Verse Indent and since there are going to be quite a few of these.
03:38 I'm also going to give this a shortcut and that shortcut will be Cmd+Num 1.
03:47 And then I could quickly apply that where necessary.
03:55 And apply Body Space to the text which follows that.
03:59 Back to my Finds/Change. And it seems to have skipped one, I'm not
04:07 quite sure why. But I'm going to now move back to page 31
04:12 where we have a long section that needs to be formatted.
04:19 And, I think I also want to give a shortcut to the first space style since
04:23 that one is used frequently as well. We'll have this one be Cmd 2.
04:30 So, I'll quickly move through these and apply that Verse Space style.
04:40 And every other line needs to have that verse indent style applied to it.
04:50 So the rest here is repetition. I'm using Find/Change to find the next
04:54 section of verse, I'm applying the Verse Space and the Verse Indent styles where appropriate.
05:00 And then when the verse ends and the body text begins again, I'm applying the Body
05:04 Space style. So, join me in the next movie and I'll go
05:07 over one more step that we need to take in order to just finish off this whole process.
05:13
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Evaluating progress and cleaning up text
00:00 At this point we're going to just evaluate what we have and we're also
00:03 going to strip out those extra paragraph marks and fix a few other small problems
00:07 that we may have overlooked until now. Firstly, let's get rid of paragraph marks.
00:14 If I go to page 32. We can see that we have these extra
00:17 paragraph marks, formerly they were indicating where space needed to be applied.
00:23 We've built that space into our paragraph styles so these extra returns are now redundant.
00:30 We want to strip them out in one go and to do that I'm going to use this
00:34 predefined query. And I'm also going to, just to make sure
00:40 that we didn't introduce any extra spaces along the way, run that one as well.
00:51 Another problem I see is that the verse paragraphs are not currently aligned to
00:55 the baseline grid. We have four different verse paragraph styles.
01:01 I'm going to make sure that I edit the parent of those.
01:04 So that I only need to make this change once, because the others are all based
01:09 upon this. I'll come to the Indents and Spacing, and
01:14 align to grid all lines. So that will fix that.
01:19 And I realize there, that there's another thing that I missed, that should be a
01:23 body space. And then finally, I'm going to come to
01:28 the very end of the document where we have The End.
01:33 We just need to sort that out. I'm going to make that centered.
01:37 It should not have a first line indent. It should have some space before it.
01:42 And I would also like it to be in small caps with some positive tracking.
01:52 And rather than typical small caps, I would like it to be all small caps so
01:56 that each of the letters is the same height.
02:01
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Adding typographic effects
00:00 Our next task is to create the Mouse's tail, this passage of type that looks
00:04 like what it is. And it's a very tricky thing let's look
00:08 at this finished version. We can see that it's inside a vector shape.
00:13 We can see too that the type is smaller and decreasing in size as it gets to the
00:18 tip of the tail. If we come to our work in progress, I
00:23 have a finished version of this on it's own separate layer.
00:28 Now I may end up using, this finished version.
00:31 Depending on how it works out, in the recreation of it but the reason I have
00:36 the finished version, is because an awful lot of back and forth with this.
00:42 One small movement, can effect quite a big change, sometimes for the better, but
00:47 as often, for the worse. So, you do need to be patient when doing this.
00:53 I'm at the top of page 19, and the chunk of type I want to be working with is this.
00:59 And in case your pagination is different to mine, it begins, fury set to a mouse,
01:02 that he met in a house. Etc and continues to and condemn you to
01:07 death, alright. So, that's the path that we need to cut
01:11 from the flow of the text. And now I'm going to just move over on to
01:16 the pace board where I'm will click and drag and put that into its own separate frame.
01:22 Let me turn my guide back home so that we can see it.
01:29 And I'm going to make my life a little easier by putting this element on its own
01:33 separate layer. And then turning off layer 1 that
01:37 contains the rest of my text. Let's move this over into position.
01:45 Before we start shaping the text frame into something like a mouse's tail, I
01:49 need to make some changes to the type. Let's delete that paragraph marker at the end.
01:57 I'm going to change its alignment so that the last line is aligned centered.
02:02 I'm going to remove the first line indent.
02:06 I'm going to turn off Hyphenate and I'm also going to turn off Align to Grid.
02:09 The type is then going to be made smaller.
02:17 It's going to start out at ten point. I'm going to change the leading to Auto.
02:24 Now, if you've seen other courses that are recorded here on lynda.com.
02:29 The typography series, I've stressed numerous times the auto leading is not
02:33 really an appropriate leading choice for your text.
02:38 This is an exception and the exception here is because I want to incrementally
02:42 decrease the size of the type as we get closer to the tip of the tail.
02:48 And I want to proportionally diminish the leading value at the same time.
02:53 The current relative size of auto leading, 120 percent, is too big.
02:59 We need this type to be relatively dense. So, I need to reduce that value.
03:04 I'm coming to the Justification dialogue box and I'm going to make the Auto
03:09 Leading percentage 105 percent. So, here's how our text begins it's life.
03:17 I'll come and turn off the baseline grid. Now come to my pen tool and I'm going to
03:25 add in three anchor points. On the left I'll draw down a guide to
03:35 each of those so that I can match them in position on the right.
03:44 Before I do anything else, I'm going to narrow the width of the frame.
03:55 I see I have an extra space in there which I'm going to delete.
04:04 Now I'm going to select those first two anchor points that I added and pull them
04:08 out to the right. The next two they can be pulled out to
04:14 the left, the next two to the right. Let's go and grab the bottom of this text
04:24 frame and drag it up. And now let's move this one in, and we'll
04:33 move the bottom one in. So, now I'm just reshaping the text
04:39 frame, pulling these anchor points around.
04:44 And at this point I'm going to try diminishing the size of the type from the
04:48 top to the bottom. I want to do this very incrementally, so
04:53 I'm going to need to change My Preferences.
04:56 Cmd or Ctrl + K then come to units and increments and you can see that here I
05:00 have changed the size and leading increment to one quarter of a point.
05:07 And the kenning tracking increment to 1:1000 of an m.
05:14 So, I'm going to skip the first line, the first line we're going to have at 10 point.
05:17 Place my cursor in front of the second line.
05:20 Press Cmd+ Shift and the End key. That will select evereything to the end
05:25 of the story and then Cmd + Shift less than to reduce the size of that type.
05:32 I will now exclude from that selection the second line and do the same thing
05:36 again and you can see where I'm going with this.
05:40 Basically I'm just making it a little bit smaller and a little bit smaller.
05:52 So, now I'm going to switch back to my direct Selection tool.
05:55 And just shape that some more. I think we'll need to start out with it
05:59 being not quite so wide. Let's see that without the guides.
06:12 When those guides get in the way, I'm going to press Cmd+ ; to hide them.
06:21 I think I'd now like to reduce the leading ever so slightly.
06:24 I will make sure that it's all selected and press Option or Alt and the Up arrow.
06:36 And I'm quite liking how that's looking. It needs more finessing, I do have some
06:39 bad word spacing going on. But if I were to continue I might add in
06:44 additional anchor points to the shape. Allowing me more flexibility in creating
06:50 the overall shape that I'm after. So, when I have what I want, I'm now
06:56 going to do this. I'm going to turn back on my original layer.
07:02 And I'm going to put that text frame back onto that layer.
07:09 And then, where I want my shaped text to go in the flow of the text.
07:15 I'm going to create a blank line. Let me just turn my guides back on, so
07:18 that we can see where that is. There I have a blank line.
07:22 Now, here I'm going to create another paragraph style.
07:25 And this will be a paragraph style that will be used, not just for this, but also
07:29 for other inline graphics when we come to place them.
07:34 So, here I would like this new style to have no first line indent, to be centered.
07:42 And very importantly for what we want here, i want it to have Auto Leading.
07:52 Now i can select my shape text, let's just drag it out of the way for a moment.
07:57 And that is going to be inserted onto my now blank line, which before I do
08:00 anything else with let me capture that as a paragraph style.
08:05 which I will call Inline. Select my text frame.
08:08 I'm going to hold down the Shift key and drag from the blue square at the top
08:13 right of the text frame, in front of that paragraph map.
08:19 And then that becomes an Inline object. So, there we have our passage of
08:25 expressive type, inserted as an inline object so that from now on it will follow
08:29 the flow of the text.
08:33
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Applying Optical Margin Alignment
00:00 One more brief very easy and very satisfying task before we move onto
00:04 placing our images. By the way if you watch the previous
00:08 movie I went back to our original mouses tail which I felt was better than the one
00:11 I actually did on camera. Proving the point that it is a rather
00:16 tricky thing and one that requires some degree of finessing.
00:21 And of course that takes time. But what we're going to do in this movie
00:24 is apply Optical Margin Alignment. And I have applied Optical Margin
00:29 Alignment to this one piece of text which, since I cut it out, is technically
00:33 a separate story. I'm now going to apply it to the rest of
00:38 my text. And lets go to the beginning to see this.
00:43 It doesn't really matter where we place our cursor just so long as we are
00:47 somewhere inside our continuous flow of text.
00:51 We can then come to the Type menu and before I do this I'm just going to turn
00:54 my guides On. Type menu > Story.
00:58 It doesn't matter whether you have the story selected with your Type tool or
01:01 with your Selection tool. The result will be the same.
01:05 And, it couldn't be any easier. I just need to check this box, Optical
01:09 Margin Alignment. Now, why am I doing this?
01:12 Let me find a place in the text where we will be able to discern the difference.
01:18 Down here, I see I have a hyphen break. I'm going to zoom in on that.
01:23 And when I check Optical Margin Alignment, that hyphen is going to stick
01:27 out beyond the edge of my text frame, as does this quote mark as will any other punctuation.
01:35 So the idea here is that we are stressing the straightness of that right hand edge
01:41 by moving any punctuation beyond it. And in that case we have a stronger
01:48 vertical stress of the letters themselves.
01:52 Because these punctuation marks that were formerly flush with the right hand edge
01:56 were creating, now I will just turn that off, were creating some sort of visual
02:00 hole right theer and right there. Where as the stress will become stronger
02:08 with the Optical Marigin Alignment couldn't be any easier than that.
02:12 The only option that we have to consider is this one, the point size.
02:17 It doesn't really make much difference in practice but the idea is that you make
02:20 the point size of the type you're working with.
02:24 We happen to be working with 12 point type, so we need go no futher.
02:28
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5. Working with Images
An overview of working with images
00:00 So, it's now time to place our images and I just want to take this movie to have a
00:05 general overview. And orientation to the images.
00:11 In terms of their placement, you can refer to the final version that is in the
00:15 Exercise files. Now the final version that we have here
00:19 on screen, may look slightly different from the final version that I ultimately
00:23 end up with. From our work in progress.
00:27 Just bear that in mind, don't expect things to match exactly, but the
00:31 placement of the images remains the same in terms of where they go in the text.
00:38 So you can refer to this for the placement of the images.
00:42 I have also labeled these images. The first part of the file name indicates
00:48 the chapter that they go with. And then, they are numbered sequentially
00:54 within that chapter. Here I am in Bridge where we can, just
00:58 get a sense of the kind of imagery that we are working with.
01:06 And you might wish to switch to filmstrip in Bridge.
01:10 And then you can use your left arrow, right arrow to move through these images.
01:17 These are the original illustrations drawn by John Tenniel.
01:23 And if you want some information about John Tenniel, or Sir John Tenniel, as he
01:26 later became. You can find that on Wikipedia.
01:31 Some of these images will have the text wrapped around them, as is the case with
01:36 the white rabbit here on the opening page, and some.
01:41 Will be in-line objects, so it's going to be a mixture of the two that we're going
01:46 to be creating object styles for those different types.
01:52 Keeping in mind that we are going to be making an ePub version of Alice in
01:55 Wonderland, the in-line graphics are going to work far better, there going to
01:59 translate far more easily. To the ePub format than those that have
02:05 text wraps around them. But we're not going to let that inhibit
02:10 us, I mean, we're basically we're going to do whatever the image requires,
02:13 whatever looks best. But bear in mind that, when we do come
02:18 to, later on, translate this version to the ePub version.
02:22 We are going to have to change things around a bit for those images that we
02:25 apply text ramps to. So that's a general orientation to the
02:29 images, meet me in the next movie and we'll actually go about placing them.
02:34
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Applying and finessing text wraps
00:00 Placing my graphics. Here I am in Bridge, I'm in the full mode
00:03 of Bridge. When I'm clicked onto any of these, it
00:07 tells me that the bit depth is one and the color mode is bitmap.
00:12 So these are all line arts. The pixels are 100% black or 100% white.
00:19 I'm going to switch now to Compact mode and on the first page.
00:24 I'll just move that over a bit so that, we've got a little room to maneuver.
00:30 And before I drag the image onto my ndesign document I'm going to create a
00:35 layup for images. The images that ultimately end up being
00:39 in line will have to be on the Text layer but for those that are going to have the
00:43 text wrapped around them, I prefer those to be on separate layer.
00:50 And I want that layer to go beneath what is currently called layer one.
00:55 So I'm going to hold down Cmd+Option. Click on Create New Layer.
01:00 I will call this Pictures. I will make it's color red.
01:06 That's just for nothing more than my own visual identification when I look at the
01:09 frame edge color and I just like it to be red but that's neither here nor there
01:12 really in terms of importance. I'm also going to, while I'm here rename
01:21 what's currently Layer 1 Text. Come back to Pictures, with that layer targeted.
01:27 I'll drag out the first of my graphics onto my page and then click and drag to
01:33 place it right there. I'll come down and dismiss bridge so I'm
01:39 going to call up my Text Wrap panel. Cmd+Option+W.
01:44 And then wrap around the object shape, which is a start but we don't want it to
01:49 look like this, we want to create an interesting wrap around the shape of the
01:53 rabbit itself. So I'm going to choose what I hope will
02:00 be the path of least resistance here. If it works, it's really instantaneous
02:05 and if it doesn't, then we might need to take this image into Photoshop, create a
02:09 Photoshop path or alpha channel. You can see both of those options dimmed
02:14 at the moment. But I'm going to choose Detect Edges and
02:18 we now see that we have a text rat around the shape of the graphic itself and its
02:23 working quite well. I would like to increase the amount of
02:30 offsets so I'm going to put this up to, I'm going to try 7.5 points.
02:38 And the reason I'm putting in 7.5 points is because if we have a letting value of
02:43 15, 7.5 is half that whether or not this visually is beneficial, it's sometimes
02:48 hard to tell. But I feel like things are relating to
02:53 other things in term of this spicing value.
02:57 So that's my rational, there. And, we can see that there are a few
03:01 problems with the text wrap but I'm just going to live with those for now.
03:08 We'll come back and fix those in a minute.
03:10 I'm now going to select this and bring it down somewhat.
03:15 Bring it in somewhat. Essentially I want it to be within the
03:18 type area but just slightly poking out so that we are slightly breaking out of that
03:23 very rectilinear grid. And I'm going to need to scale it down somewhat.
03:30 So I'm holding down Cmd+Shift, pulling from one of its corners.
03:37 And of course we can see that obviously we have a problem right here, where the
03:40 text is wrapping on the other side of the rabbits ear.
03:44 And that's definitely not working, so I need to change the wrap option to Wrap on
03:48 the Left Side Only. Still, no problem right there.
03:54 I'm going to to try and fix that by doing nothing more than giving the graphic a
03:57 little bit of a nudge. I'm also going to turn on my baseline
04:04 grid at this point. So just in terms of its positioning, I
04:13 would like the very edge of the rabbit's tail to be within the frame and then the
04:18 flower and the grass detail to be poking out beyond the edge of the text frame.
04:26 Alright, let's see how that's looking now if I hide my guides and it's not looking
04:31 that great. There are some problems with it down here.
04:36 We're creating an awkward space. So I might need to manually adjust this
04:42 text wrap. But before I resort to that, I'm just
04:47 going to see what giving it a little nudge will do.
04:50 Okay, I'm going to leave it there and at this point I am going to create a new
04:56 object style. And I am going to call this TextRep,
05:02 Apply Style to Selection. So, what's I'm doing here is I'm
05:08 capturing those settings, the Amount of Rap, the Detect Edges, the Wrap to the
05:12 Left Side. In fact I'm going to call this Text Wrap
05:16 L because there's a likelihood that I'm will need to have another object style
05:20 that is exactly the same but wrapped to the right side.
05:27 And then I'll click OK. Having done that, I can now, if necessary
05:33 come and make some modifications to just this particular instance.
05:40 So I'm going to get in there with my Direct Selection tool and where the words
05:45 are coming too close to the illustration and remember we chose Detect Edges, I am
05:51 going to just fix that vector path. So in this case, I think what I want to
05:58 do is if I zoom in really close, you can see what I'm talking about.
06:02 This area here, I'm just going to delete these anchor points.
06:06 This can be rather fiddly so we do need to be a bit patient here.
06:11 I've chosen my Pen tool. And, I'm going to click on those anchor
06:15 points to delete them. And you can see that as I do, the path
06:20 reshapes itself and moves the text away. Click right there to add an anchor point,
06:27 hold down my Cmd key and then I can pull. That text wrap outline out a fraction and
06:37 a fraction more. And I think we will call this one at
06:43 least for now, we'll call it done. So the next time I need a treatment like this.
06:50 I can place the image in a frame or I can just create the frame on the fly at the
06:54 time of placing the image and then click on this object style and it will take on
06:58 all of those formats. You can see that currently its Text Wrap
07:03 L plus, the plus indicates those overrides in terms of the manual
07:07 reshaping of the text wrap offset.
07:11
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Placing inline graphics
00:00 So we're now going to create an in line graphic.
00:03 Let me just mention that I could anchor this graphic that the text wraps around I
00:06 could anchor this within the flow of the text.
00:10 I'm choosing not to just because I feel that these images that have text wraps on
00:13 them they can be kind of tricky to anchor within the flow of the text and I just
00:16 feel like its more trouble than its worth.
00:19 Frankly, but for the other type of images that we're going to be working with, this
00:23 is definitely going to be quite time saving for us.
00:26 Now I'm going to come to pages four and five.
00:30 And I want my second graphic to go between this paragraph and this paragraph.
00:36 So the first thing I'm going to do is create an empty line.
00:40 And I'm currently in preview, so I'm not seeing my hidden characters and it might
00:44 be an ideal if I did. An empty line right there and on that
00:49 empty line, I'm going to apply the in line paragraph style.
00:54 I made this in an earlier movie and I'll just recap it.
00:58 Inline is centered and it has a letting value of auto and it's important that it
01:02 be auto letting because that means that the size of the line will grow according
01:07 to, the size of the graphic itself. Okay, now that I have that, I could draw
01:15 myself a frame and then drag the picture into that frame but I'm just going to
01:19 come to Bridge, which I have down here in my dock.
01:24 This is the one that I'm after. I'm going to drag this over.
01:30 And I may not be able to afford the space of having it fill the full column width,
01:34 but I'm going to start out with this at the full column width, like so.
01:40 And then I'm going to move to the blue square in the top right hand corner, hold
01:45 down the shift key and drag that in front of that empty paragraph mark so that it
01:51 now becomes part of the text flow. Now that I've created this style, there
01:59 is not as much to be gained by capturing its formats as an object style but
02:03 there's still something to be gained from it.
02:08 So, I'm going to with it selected come over to my Object Styles panel.
02:12 New Object Style and I'm going to call this Inline Graphic and you can see I
02:16 have Apply Style to Selection checked. So in terms of placing the rest of the
02:24 images and there are many of them, that's just a question of repitition.
02:29 There are some that need to have text wraps and there are the majority that
02:32 need to be anchored. You can figure out which is which by
02:36 looking through the finished version, you'll see here that we have one that has
02:41 a text wrap applied to it. And here's one that is anchored within
02:47 the flow of the text. I'm going to now continue and place all
02:50 the rest of the graphics, you don't need to see me do that and I'll meet you back
02:54 in the next movie with all of the graphics in place and I'm sure some of
02:57 them are going to require a certain amount of finessing.
03:03
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Strategies for working with object styles and graphics
00:00 Okay. I'm now at the point where I have placed
00:02 all of my images. Some of them are anchored, the vast
00:06 majority and some have text wraps. If you went ahead and did this yourself,
00:11 I'm sure it took you quite a long time. It took me, I'd say over an hour to
00:15 complete that task. But all of my images are now in and I
00:19 just want to show you some tricks that I have applied.
00:24 I should also mention that in working with those images I did come across a few
00:29 slight tweaks that I wanted to make to the text and I went ahead and made those.
00:36 But lets look at the images themselves. So I'm just going to point out these
00:40 issues as and when they come up. Firstly, there are a few images that
00:44 occur at the top of a page that exhibit this kind of problem.
00:51 The problem being that we have more space at the top of the page than we want.
00:56 If I draw down a guide. And I'm going to draw down a guide that
01:01 marks the cap height of that top line. I'm holding down my Cmd key as I do this.
01:09 You can see the top of that image is falling some ways short of that top line.
01:14 So here's how we can fix this. Basically, our anchored images are
01:19 aligned to the grid. If the picture frame itself is an
01:24 increment of 15 points, a leading value, they will inhabit that grid a lot more comfortably.
01:31 So what I'm going to do here and I can get away with it in this particular
01:34 instance because there is some white space at the top of this image.
01:38 Is I'm going to click on that picture frame and then drag down its handle from
01:42 the top center so that the height of the picture frame is an exact increment of 15 points.
01:48 Now the fact that Alice's head is slightly poking above that guide I'm not
01:52 worried about at all. In fact I even think that's preferable
01:56 and that's not just me justifying myself there I like things to poke out of the
02:00 grid ever so slightly it's going to break up the boxy nature of our layout and
02:04 that's a good thing. So that's one fix that I've applied,
02:10 these anchored images by the way all have the inline graphic object style that I
02:14 created in a previous movie applied to them.
02:18 Then I have another one here and you can see from the frame edge that this is on a
02:23 separate layer, its frame edge is red and this is on the Pictures layers and now
02:27 the reason I've put it on the pictures layer is that.
02:33 For these images with text wraps, sometimes you need to edit the text wrap.
02:37 And that can be easier if the image exists on its own layer.
02:42 Now in fact looking at this, I see a problem I didn't see before.
02:47 And that is that problem caused by the detect edges is detecting the edge of
02:52 John Tenniel's signature right there. And that's creating a problem between the
02:58 words read and several. So, let's solve it since I've seen it.
03:05 I'm going to do this, I'm going to lock the other layers.
03:08 So, the layers panel and then optional Alt and click in the column of the
03:12 Pictures layer I can now come and click on the Content Selector and I see the
03:16 text wrap outline and that's the problem down there.
03:21 So I'm going to need to choose my Pen tool, zoom in on that area and then just
03:27 delete those anchor points. And this unfortunately often happens.
03:39 I managed to click in the wrong place so I've gone added a new anchor point that
03:43 is irrelevant to what we're doing. I'm going to just delete that, hold down
03:49 my Cmd key, click once again and then continue.
03:58 And I would've thought that would be enough to fix the problem.
04:01 It's not. Neither is that.
04:05 That is almost it. And there the problem is solved.
04:10 It is a little bit awkward that the signature is so far over from the other
04:13 edge of the drawing but I don't feel comfortable about changing that since it
04:17 is part of the artwork. Although on reflection, that I don't
04:21 think is going to work. That signature just floating out there in
04:22 the middle of the text. So we need a d, a different solution for this.
04:23 My general rule of thumb has been those images that are more vertical in nature
04:30 and have an interesting shape lend themselves better to being text wraps.
04:39 Now in this case I don't think that's going to work so let's see how we can
04:46 switch this to being an anchored image. I have to unlock my layers and then come
04:54 and add in. And in line paragraph, then I can choose
05:02 my image. Hold down the Shift key and drag from the
05:07 rectangle at top-right onto that blank line and that is now an anchored image.
05:14 And them I'm going to come to the Objects Style's panel and apply the in line
05:17 Graphics Style to it, which is going to address this problem we've created down
05:21 here since the in-line graphic style does not have a text wrap incorporated with it.
05:30 So I was also going to show you and here I see another problem.
05:34 This one should be on the Pictures layer, so I'm going to address that right now.
05:38 I have in addition to creating the Text Wrap L object style which you saw me do
05:43 in a previous movie. I've create its counterpart Text Wrap R.
05:49 The L and the R refer not to the page that they're on, a left-hand page or a
05:53 right-hand page. But whether the text wrap is on the
05:57 right-hand side of the image. And if we look at the Text Wrap panel we
06:00 can see that in this case, it's on the right or whether it's on the left.
06:05 In terms of the positioning of these graphics, I was using an already printed
06:09 version of Alice in Wonderland. And I'm placing my images in more or less
06:15 the same places. I say more or less because in some
06:19 instances I have had to make the positioning slightly different while
06:23 still maintaining the sense. So the illustration should accompany the
06:28 relevant position in the text. Now there is one other case that I just
06:33 wanted to point out to you and that's towards the end.
06:38 So, if I move to the very last spread and then just start working my way back from
06:42 there, here we see there are few instances of graphics like this that are
06:45 clearly designed to have the text wrapped around them.
06:50 And if we look at the Pictures layer in isolation, we can see the y I have here,
06:56 is a group. And if I break down that group, we can
07:02 see that in addition to the graphic itself, I have placed two simple frames
07:07 over it. And it's those frames that have the Text
07:12 Wrap applied to them. And the reason for that is that, when I
07:16 use detect edges on the graphic itself. It gave me a slightly less than straight
07:22 edge on the left-hand side of my text and I didn't want that.
07:28 So in this case I'm ignoring the actual text wrap applied to the image and
07:32 trumping that with the text wrap that is applied to two simple shapes placed over
07:38 it and then ultimately grouped with it. So that's actually a collection of three
07:45 objects right there. So while my images are in position, I'm
07:50 not entirely happy with the scaling of all of them.
07:54 I have a few awkward breaks throughout the book and there's quite a lot of
07:58 finessing still to be done.
08:01
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Positioning images
00:00 I've just spent about an hour or so adjusting the spacing on my images, to
00:03 make sure that I have my text flowing the way I want it to.
00:07 And to make sure that the text is readable, and that the images are in the
00:11 right position according to the actual text itself.
00:15 And that the spacing around them is optically even.
00:18 Let me share with you some of the things that I have done.
00:20 So, I have adjusted the spacing around the text wraps, just to make sure that
00:25 they look even. And here is an image that has a text wrap
00:31 on it. If I turn off my guides, we can see that
00:34 that's a nice even text wrap. There are no collisions between the text
00:38 and the image itself. And this has in certain instances
00:43 required the adjustment of the anchor points on the text wrap offset, deleting
00:47 some, moving others, occasionally adding some.
00:51 Secondly, there are numerous images that occur at the top of a page and I want to
00:56 make sure the top of the image, not the image frame, is aligned with the text on
01:01 the corresponding facing page. And to enable that or to help me in that,
01:08 I have drag down a guide to the cap height of the text, and you can see that
01:13 I've adjusted a position of this image so that it corresponds with this cap height.
01:21 And if I turn off my guides, we can see the image and text on the corresponding
01:25 facing page are aligned. Let me just show you how I made that cap
01:30 height guide. It's on the master page, so I'm just
01:33 going to to reverse engineer this and come, and delete the one that's already there.
01:40 Then I will come to one of my document pages and I have here an I which is a
01:45 good candidate because it has a flat top to it's letter.
01:51 I'm going to now drag down to the cap height, and I want the guide to go across
01:56 both left and right hand pages. So, I'm going to hold down the Command
02:01 key when I do so. It's going to go right there.
02:05 I'm now going to cut it from the document page.
02:07 I'm going to come to my master page, and I'm going to paste it in place.
02:11 Cmd+Option+Shift and V, and then optionally I prefer to just change its
02:16 color to distinguish it from my other guides.
02:21 So I'm going to come to Layout>Ruler Guides, I'll make it gold.
02:28 So now, that cap height will appear on all of my document pages, and I can use
02:31 that as my visual reference to align the top of the images.
02:38 For those images that are anchored, which is the vast majority of them, I've had to
02:42 make sure that the spacing above and below them is optically even.
02:47 And here's a case in point. Now, what's visually misleading to us
02:51 when we see the image frame is that at the moment, it looks like there is more
02:56 space above this than there is below it. But when I turn off the guides that
03:02 spacing is optically even. And this is achieved by adjusting the
03:06 position of the picture within the picture frame.
03:09 And here's another example. Doesn't necessarily look like this, is
03:18 the same amount of space above and below it.
03:20 When we have to go to turned on, turn off the guides and that spacing looks even.
03:25 So, we want to make sure that it looks right without the guides turned on.
03:28 So we're moving back and forth a great deal, between having our guides on and
03:32 having our guys turned off. As I've mentioned earlier, the in line
03:37 graphic paragraph style is alligned to the grid.
03:40 So, the size of my picture frames is a multiple of my letting value, which is 15 points.
03:46 But in addition to doing that, I've had to just move the image slightly up or
03:50 slightly down according to how much extra white space is built into that image, so
03:55 that we get an optically even result. There have been a few instances where
04:04 I've needed to adjust the horizontal positioning of the image.
04:07 Now, this is a case in point, and you can see that I have size the width of the
04:12 picture frame beyond the width of the text area.
04:17 And the reason I'm doing that is because this picture has a frame built into it.
04:22 And there is some white space around that, but it's the frame visually that we
04:26 want to align to. So there's been a bit of additional
04:32 scaling on pictures that have this kind of built-in frame to them.
04:37 I have a couple of instances where my chapter opener is on the right-hand page.
04:43 And I have a corresponding image relating to that chapter on the facing left-hand page.
04:49 Here's one right here. Chapter opener and this image relates to that.
04:54 So if we look at this in the story editor, we can see that there is a line
04:58 above the chapter number and that line has an anchored image attached to it.
05:03 And that is the image that is currently on the left hand page.
05:07 Now, without any interference, this image would occur at the top of the page.
05:12 And that doesn't really strengthen the visual relationship between it and the
05:17 chapter opener on the right hand page. So, what I have done here is select that
05:22 paragraph including the inline graphic. Selecting paragraphs with in line
05:27 graphics can sometimes be a little bit tricky and here's how I've done it.
05:32 I've placed my cursor in front of the C of chapter and then just select it back
05:36 from there. And I now have the preceding paragraph
05:41 selected, and we can see that I've achieved this moving down of the image by
05:45 adding some negative base line shift. Now, this is a little bit cumbersome.
05:53 It is a little bit fragile, I wouldn't want to do this early on and I wouldn't
05:57 want to do it to often, but I'm doing it here and it works.
06:02 I'm using minus 90, remember we have a letting value of 15, 15 multiple that by
06:07 6 is 90. It's moving it down by six line spaces.
06:13 More importantly though, visually, it is lining up with the text on the
06:18 corresponding right hand page. Something that has been tricky to achieve
06:23 is making sure that the last page of each chapter is at least ten lines long.
06:28 If I turn on my guides, we can see by my line numbers that each chapter begins,
06:32 well, the chapter title itself is on line nine.
06:36 And I want the preceding page of a chapter that ends on a left hand page to
06:41 be at least that long. Otherwise we end up with an uncomfortable
06:46 amount of white space, just looks like unconsidered or ill considered white
06:50 space beneath the ending of the preceding chapter.
06:56 So in order to achieve that, I have just adjusted the scaling of my images
06:59 throughout the chapter. And here's another case in point.
07:05 And then finally, I just made sure that all of the images that have text wraps on
07:10 them, ie, those that are not anchored within the text flow, are on their own
07:15 separate layer, especially for tricky ones like this.
07:22 Perhaps the most famous one in the book that of the Cheshire cat, which is a
07:26 shape clearly designed to have text wrapped around it, but it's quite a
07:30 tricky shape to work with. And in order to achieve in this case, I
07:36 have actually added in two rectangles, and it's those rectangles that the text
07:40 is wrapping around, rather than the image itself.
07:45 All three elements are grouped together, and then just for ease of selection and
07:50 modification thereafter, they are placed on their own separate layer.
07:58 So those are the approaches I have taken to adjusting the position and the
08:03 scaling, and the text wraps on my images. And that leaves me now with a document
08:10 that is currently 114 pages long. If you're following along with me and you
08:16 have a different number of pages, that is totally fine because we're all doing this
08:19 in a slightly different way. But we're using a similar approach.
08:24 This is not the first time I've done this, and doing it this time around, it's
08:28 ending up different from the time I did it before, no better or worse but just
08:31 slightly different. We do still have a number of spacing
08:38 problems that exist. I'm aware of them, but we haven't got to
08:42 addressing them yet. For example, at the top of page 92 in my
08:46 case, I have a very nasty orphaned word there, carried over from the previous paragraph.
08:53 Obviously, that needs to be fixed. And also on page 81, another problem that
09:00 I see is, I have what's referred to as a runt line.
09:06 Where the last line of a paragraph is shorter than the value of the indent of
09:10 the paragraph which follows it. So that also needs to be fixed.
09:15 And there are numerous problems like that, and we're going to fix those in the
09:19 next chapter.
09:21
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6. Finessing Text
Creating and applying a master page for the chapter openers
00:00 Now that our images are in place we can turn our attention to adjusting the
00:03 chapter openers. Specifically, for each of the chapter
00:07 openers, we do not want to see the header nor do we want the page number at the top
00:11 of the page. I want to reposition the page number for
00:16 the chapter opening pages to be below the text block, and to be centered.
00:22 So as we know, we have 12 chapter openers.
00:25 We are going to create a new master page and apply it to those 12 pages.
00:32 I'm going to right-click on my existing master page and choose New Master.
00:36 And we'll leave the prefixes being B, we can give it a name.
00:41 I'm going to call it Chapter Opener, I'm going to base it on A Master.
00:47 And we want 2 as the number of pages. The page size and the orientation will
00:51 stay the same. We're now viewing the B Master Page.
00:56 I'll turn on my guides, and we can see that the B Master Page is currently
01:00 exactly the same as the A Master Page. So, we need to unlock these elements that
01:06 we need to re-position, and that we need to delete.
01:11 If I try and just select them without first unlocking them, nothing is going to happen.
01:16 So, I need to hold down Cmd and Shift, and click on the header, and then delete that.
01:22 And delete the corresponding header on the left-hand page.
01:26 And then, I will delete that page number. With the one page number that remains,
01:30 I'm going to unlock it. Drag it down to beneath, my text block.
01:38 Span it across the width of the text frame and then centre the text within
01:42 that text frame, Cmd+Shift+c. Currently the text is aligned to the
01:48 bottom of the text frame. And now to aid me in positioning this
01:53 exactly where I want it I'm going to go to my text frame options, Cmd or Ctrl+b.
02:00 And align that to the top of the text frame.
02:03 Then I want to move it 15 points down. 15 points being a letting increment so
02:10 I'm going to come to existing y value and type in plus 15.
02:17 I will now zoom out. And then hold down my Option and my Shift
02:21 key, and drag a copy over onto the cooresponding lefthand master page.
02:28 That's step 1, we have now created the B Master page.
02:32 Step 2 is to apply it. So starting out on document page 1, I'm
02:37 going to drag the right-hand master page onto that document page.
02:42 And we see that we no longer have the header.
02:45 We do now have the page number centered beneath the type area.
02:49 I'll now move through my document, and I'm doing this by pressing Option and the
02:54 page down key or Opt + Page down until we get to the beginning of chapter 2.
03:00 That begins on page 9. I get the right hand master page, drag it
03:04 down on document page 9. And one more, page 17.
03:13 So, I'm now going to go and complete this step, applying the master page to all of
03:16 my chapter openers. A nd I'll see you in the next movie
03:20
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Using a GREP style to fix runt lines
00:00 As I pointed out at the end of the last chapter, we have quite a few spacing
00:04 problems relating to our text. We're going to fix a lot of them in this
00:09 next step, which is to us a grip style, which will ensure that there're always at
00:13 least two words at the end of every paragraph.
00:18 Let me point now a couple of the problems that we currently have.
00:22 I spotted one on line 16 of page 81. Right there, a single word to end a paragraph.
00:32 Now, because this is a lot of dialogue in this text, that problem might occur quite
00:36 frequently and sometimes the solution to the problem might be worse than the
00:40 problem itself. If that last word is a long word, then
00:45 it's not a problem at all. But if in this case it's a very short
00:49 word, then it is a problem. Another issue that I spotted is at the
00:54 top of page 92, where we have a single word isolated from its paragraph, a
00:58 single orphaned word. So, obviously we want to fix that as well.
01:04 Now, this is not the only thing that we're going to be doing to fix these kind
01:08 of problems, but it is the more macro solution.
01:11 So, it's the one that we want to apply first.
01:14 Let me just point out this very useful course on lynda.com.
01:18 Learning GREP with InDesign by Michael Murphy.
01:22 Now, Michael Murphy is my go-to guy whenever I need to brush up on my GREP,
01:25 which I have to admit is not my strongest suit in InDesign.
01:30 But whenever I forget something or need a refresher, this is the course that I come
01:34 to, specifically for what we're doing here.
01:38 This movie, dynamically fixing orphaned words with GREP, and I'm going to be
01:43 adapting these techniques that he outlines in that movie.
01:47 I'm going to come to my Body style and edit that, and then come to GREP styles.
01:58 Now, what I want to do is apply a GREP style to a specific text string.
02:03 So firstly, I need to define the character style that is being applied.
02:11 And I'm going to call this no break for obvious reasons because, the main
02:15 attribute that we want to apply to this character style is no break.
02:21 But in addition to that, I'm also going to give it a highlight.
02:26 And this highlight is only going to be temporary, just so that we can see the
02:29 change very visually. And then once we verified it, we will
02:32 turn this off. But I'm going to come to my Underline
02:36 Options, turn the Underline on. And then I'm going to make the weight of
02:41 the underline ten points, and its offset I am going to make minus 10 points.
02:48 Now, that may not look very good, but it's just going to be good enough for our
02:50 purposes to see where this has been applied.
02:53 And I'm going to change it's color to yellow.
02:58 Alright, so now I say what is the text that this character style will be applied to.
03:04 What we're looking for is the last two words of a paragraph.
03:09 And then we want to apply a no break to them so that there are always at least
03:13 two words on the last line. So, firstly I'm going to come down to my
03:18 Wildcards and choose any word character, and I need to extend that to be any word
03:22 character one or more times and the symbol for that is Plus.
03:28 And then this is going to be followed by a space, and the symbol for that is \s.
03:33 And then, the space will be followed by any word character, which I can just type
03:37 in again, \w, one or more times. That will only take us so far.
03:42 We now need to specify that word space word can be followed by any type of punctuation.
03:49 And the punctuation is in this section, this Posix Flyout menu.
03:54 I have no idea what Posix means, but this is where it is.
03:57 And because some of these paragraphs end not just with a single punctuation point,
04:02 but in some cases with two full stop followed by a closing quote for example,
04:07 then that also needs to be followed by a plus.
04:13 And then, to finish this off, I need to say, where in the paragraph this occurs,
04:18 and that is going to be Location > End of Paragraph.
04:23 And now we can see after a pause, where the no-break style is automatically being applied.
04:29 And that hasn't entirely solved that problem, because we still have the
04:34 orphan, but at least we do have two words at the end of that paragraph.
04:40 But now, let's go to page 81, where we saw the other problem.
04:46 And that problem is solved. Now whenever you apply a change like
04:50 this, something has to give. And in the case of this particular
04:54 instance, that something is that the word spacing on the preceeding line has now
04:59 been increased. And it's been increased to a somewhat
05:03 undesirable extent. But the cure is still preferable to what
05:07 we had before. So everything from now on is going to be
05:12 a compromise of some sort. I'm now going to go back to my first page
05:18 and then just take a page through the document to see where this change has
05:22 been applied. And for example, if I were to come to
05:26 page eight, I'm going to now undo that change, Cmd+Z and then we'll revisit page eight.
05:33 We can see that there is a problem that has been fixed to make one respectable person.
05:39 And then if I press Cmd+ShiftZ to redo that change.
05:44 Go back to page eight, we can see problem solved.
05:48 Now that we've verified the effect of applying that GREP style, I am going to
05:52 come to my Character Styles panel. I'm going to edit the no break character
05:59 style and I'm going to turn off that underline
06:04
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Fixing widows and orphans
00:00 The next ad spacing problems is to address the widows and orphans.
00:04 These are lines and paragraphs that are at the beginning or the end of paragraphs
00:08 that are disassociated from the rest of the paragraph.
00:11 And either end at the bottom of the page or start at the top of a page.
00:16 A few points relating to our strategy here.
00:18 Point number one. Start at the beginning and work through
00:21 methodically to the end. Any change you make can have a knock on
00:25 effect on the pages that follow. So, you can't just dot around from one
00:29 page to the next, you need to start at the beginning and slog through all the
00:32 way to the end. I'm just going to be showing you
00:36 representative examples, here. But when I actually did this, I started
00:40 on page one and then, went through to the last page.
00:44 Secondly, choose your battles carefully. And know that sometimes, trying to fix
00:48 everything can just result in a bigger problem than you had originally.
00:52 So, you can't fix everything, there are compromises involved.
00:56 And thirdly, before we go on and fix these problems, let me show you how I'm
00:59 not going to fix them. There is the ability to apply key options
01:04 to our text. Key options say that we want at least two
01:08 lines at the start of every paragraph and at the end of every paragraph.
01:14 That might work for certain types of document but it will not work here and it
01:17 won't work here for two reasons. One is that we want all of our text and
01:21 on the same baseline, at the very bottom of our type area.
01:25 And secondly, and this is what makes this particular document a challenge.
01:30 There are many, many paragraphs that are only two lines long and many others that
01:34 are a single line long. So, this is not an appropriate time to
01:38 use the Keep Lines Together option. Okay, I'm going to jump ahead to my first
01:45 known problem, which occurs on page nine. Now these different techniques I'm
01:51 showing you are not in any order of priority.
01:54 They're just the order in which they came up.
01:57 And the problem here is the very last line of page nine.
02:01 It would be preferable if this began on the next page.
02:05 I might try and adjust the tracking in this large paragraph but and I know
02:09 because I tried it. It doesn't work so what I'm going to do
02:13 instead and I'm going to do it reluctantly but I think it is.
02:18 Overall a preferable solution to what we currently have and that is I'm going to
02:22 add some space before the chapter number. I feel this will be the least noticeable solution.
02:30 You will remember that the chapter numbers, the spacing above them is
02:33 achieved using an invisible paragraph rule.
02:36 So, I will revisit my paragraph rules by pressing Cmd +Option J.
02:41 And that spacing is determined by the offset value.
02:47 I'm going to increase that by 15 points, or 1 line spacing, and that is going to
02:52 knock everything down by 1 line. Anticipating that I will need to use this
02:59 same approach again. I am then going to incorporate this into
03:04 a new paragraph style which I will call Chapter Number Space.
03:11 Whenever you do this, be very vigilant how it has affected the rest of your chapter.
03:17 And if I move through the document, I see that at the bottom of page 15, I have a
03:20 problem that I didn't have before. Moving on by one line has caused this
03:26 image to turn over to page 16. Which in turn has caused Chapter three to
03:31 now begin on page 18, whereas previously it was beginning on page 17.
03:36 To fix this, I'm going to come to the graphic on page 13 and here's another
03:41 approach we can take. We can just size our graphics slightly differently.
03:48 I have my Baseline grid turned on. I'm going to reduce the size of the
03:52 graphic by 1 line specs. Holding down Command and Shift, I will
03:56 pull from its bottom right hand corner. And the problem is solved.
04:05 My next problem occurs on page 46, where I have an orphaned line at the top of the page.
04:11 In such a situation, I want to come upstream of the problem.
04:15 And see if applying a change to the spacing of the text there will have a
04:18 positive knock on effect. And typically I look for paragraphs that
04:25 have a short last line and apply negative tracking.
04:30 No such paragraph exists here but I do have paragraphs with very long last lines
04:34 so I'm going to opt somewhat reluctantly for positive tracking.
04:40 I'm going to apply positive tracking to this particular paragraph.
04:45 And that's going to cause line 28 to go down to line 29, which will in turn or
04:49 carry over another line to the top of page 46.
04:54 Before you apply any tracking, just check your units and increments.
04:58 And make sure that you have the smallest value possible inserted here, because we
05:02 want this change to be imperceptible as possible.
05:06 With the paragraph selected, option right arrow, when I press it once, it goes to 1
05:11 and I will keep pressing it until that line moves down to line 29.
05:18 And that has required 7 increments of tracking.
05:22 My personal standard is that anything up to 10, or minus 10 if you re applying
05:27 negative tracking, is okay. That's going to be unnoticeable.
05:32 Anything between 10 to 15 or minus 10 to minus 15 in a pinch.
05:38 Anything more than that and your solution may be worse than the problem in the
05:42 first place. Once again I have added a line, so I need
05:46 to be very careful about how that has affected the rest of my chapter.
05:54 And we see at the top of page 54, we have problem that we did not have before.
06:00 Formally this graphic was at the top of the page, now we have this isolated line
06:04 above the graphic. My solution here is to come upstream of
06:10 the problem and fix the spacing in this text.
06:14 Which upon reflection doesn't look very good anyway.
06:17 And here the approach I will be using is to take some of this text off the grid.
06:24 Currently we have a whole line space above each of these paragraphs and that
06:28 is perhaps too much. There's also no rational for this text
06:34 being left aligned so I'm just going to set that back to being centered.
06:39 And then I will select these three paragraphs and come to my Paragraphs options.
06:46 And change the space before to half of its current value 7.5 points.
06:53 That has no effect, because we are still locked to the baseline grid.
06:57 I'm now going to take that text off the baseline grid and we see that that does
07:02 have a positive effect. But we now have too much space, we have a
07:07 line and a half space above this paragraph that also needs to have its
07:11 spacing reduced by half. Lets now revisit that problem that we saw
07:18 at the top of page 54 and that problem has solved itself.
07:22 We have a lesser problem and that is that we have two extra blank lines at the
07:26 bottom of page 53. So, its now time to employ a slightly
07:31 different solution and this solution and one that you might find works else ware
07:35 in the document. And that's to change the position of the
07:39 graphic within the text flow. We're fortunate in that this graphic is
07:44 followed by a two line paragraph. So I'm going to select this paragraph and
07:49 then I have my Drag and Drop text editing enabled that we just point that out.
07:56 It's a type preference enable in layout view.
08:00 I'm just going to drag that selection in front of the next paragraph.
08:05 So that the paragraph that was formerly beneath the inline graphic has now moved
08:10 above it and can be seen at the bottom of page 53.
08:15 I have another typical problem at the bottom of page 61, here I have a widowed line.
08:21 It's not a terrible problem, it is a long line but it is a very easy fix.
08:27 So, I am going to employ a fix here. And again, it's going to involve changing
08:32 the size of the graphic. If I increase the size of this graphic by
08:36 one line space, that will knock that paragraph over to the top of page 62.
08:43 Again, I will just advance through my document to see how that might have
08:47 affected the text in the remainder of the chapter.
08:52 And there are no negative effects in this case.
08:55 Moving now to pages 66 and 67 we see another typical problem.
09:01 An orphaned line at the top of page 67. Here the fix is going to be to apply some
09:08 tracking to the first paragraph of the chapter.
09:13 I will select this paragraph and use the keyboard shortcut, Option +Left arrow.
09:19 Let me just switch to my character formats so that we can see how much is
09:22 being applied. Minus 5 is sufficient to fix that
09:27 problem, admittedly, it does, perhaps create another problem, in that we have
09:32 some very large word spacing. On line 22, but I think that problem is
09:39 of less significance to the one that we just fixed.
09:44 Let me also point out, a composition preferrence, at this point.
09:50 If I turn on my custom tracking kerning, those paragraphs to which we have applied
09:55 custom tracking will be highlighted in green.
09:58 Ignore the chapter title and the header paragraphs.
10:02 These do have tracking applied to them, but it's tracking applied for a cosmetic
10:06 purpose rather than the purpose of saving or gaining space.
10:11 The spacing problems you have seen me address are not the only widow and orphan
10:15 spacing problems in this document. They are the ones that are typical, and
10:19 you have seen me apply some typical solutions.
10:22 Once we have fixed the widow and orphan problems, we will still have other
10:26 problems to fix. And we will address those in the upcoming movies.
10:31
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Fixing hyphenation and justification issues
00:00 So we have fixed the runt lines. We have fixed the widows and orphans.
00:04 Now we're going to drill down even further, and we are going to fix the
00:08 hyphenation violations. Hyphenation violations are those lines
00:13 where InDesign can't achieve the word spacing and letter spacing that you have
00:18 asked of it. So, basically they are lines where
00:22 there's a bit too much space between the words.
00:26 To make it easy for us to identify where these are, I'm going to turn on a very
00:30 useful composition preference. We saw this one, Custom Tracking Kerning
00:36 in the previous movie, and now I'm going to turn on this one, H and J violations.
00:41 And I didn't want it on until now, because it just would have been premature
00:45 to fix these things until this point. So the order in which I'm doing these
00:50 things is significant, and I should mention here that you definitely don't
00:54 want to be doing these kinds of fixes too soon.
00:59 Your text should definitely be edited because at the moment in this stage, it's
01:03 like a delicate piece of lace, and any change that we make can affect the whole
01:07 of our document. So, we need to be absolutely sure that
01:12 the text has been edited, and that the context of the text is not going to change.
01:18 Now when I look through my document, I see various levels of yellow highlighting.
01:23 And as with fixing the widows and orphans, I need to choose my battles
01:27 carefully here. Because those areas where there's light
01:31 yellow highlighting, that indicates there's a problem, but it's not too bad.
01:35 And for those, I'm just going to live with them.
01:38 But where I have a vivid yellow highlighting, that indicates that the
01:41 problem is a more severe one, and those are the ones I'm going to try and address.
01:46 So, I'm going to use a few different approaches.
01:49 So, on page three, the approach I'm going to use.
01:52 And if course I have the benefit of having already done this once.
01:56 It's not like I know instantly, and always get it right, which is going to be
02:00 the solution I will use. There's a certain amount of try and error
02:04 here, but for this particular paragraph the approach that works is some negative tracking.
02:10 So I'm going to select the whole paragraph Optional+Alt, and my left arrow.
02:15 And I'm just going to tap that a couple of times until that problem fixes itself.
02:21 Or it doesn't entirely fix itself, but we go from one line with a vivid yellow to
02:25 one line with a light yellow, so it's an improvement.
02:31 Moving on to the next page, here's another approach.
02:35 When I look at lines seven or eight, it occurs to me that these two words are
02:39 very short and we can probably get away with applying a no break character to
02:43 them and that should fix the problem. You will remember that we applied no
02:51 break in a previous movie using a GREP style, but here I'm going to apply a few
02:55 instances of no break, as needed to other strings of text.
03:02 Now, in this case, since I might be doing this a few times, I'm first of all going
03:06 to edit the no break style, and I'm going to give it a shortcut Option and
03:10 the number pad one. So, I can now close my Character Styles
03:16 panel, apply that shortcut, problem solved.
03:20 We see the yellow highlighting go away. Moving onto page seven.
03:27 In this case, I am going to add a discretionary hyphen.
03:31 For this particular use of the word minute, minute is being used as a noun.
03:36 It would be okay to hyphenate it right here, between n and u to add a
03:40 discretionary hyphen at the point of your text cursor, Cmd+Shift or Ctrl+Shift hyphen.
03:48 And the problem is solved. Moving on to page ten, we are using text wraps.
03:54 And whenever you use text wraps, you make your life a little bit harder, because
03:57 you are narrowing the column. So these kinds of problems are more
04:01 likely to occur. These two lines here.
04:05 I'm going to live with those, but I am going to try and fix or at lease improve
04:08 this one. And as with previous fixes, I'm going to
04:13 do this adjusting the shape of the text wrap offset.
04:19 I'm going to tap A to go to my Direct Selection tool.
04:25 And then I'm just going to pull that to the right like so.
04:29 And we can see that moves that word over, so the column width for that line is now
04:33 narrowed, and we no longer have the spacing problem on that line.
04:39 So moving ahead to page 20, I have this sort of problem.
04:43 You may remember when we applied the GREP style that applies a no break to the last
04:48 two words of every paragraph. I said then that there may be certain
04:53 times when that creates more of a problem than it solves, and this is the first of
04:57 those times. By forcing these two words to be kept
05:01 together, it's keeping the line that precedes it have bad word spacing.
05:07 Now I can anticipate a few times when I'm going to be employing this same solution.
05:14 So, what I'm going to do here is, I'm going to duplicate my Body style.
05:19 And I'm going to make a paragraph style which will be called body, no grip.
05:26 It will be based on body. Just in case, it's very unlikely at this
05:29 point, but just in case anything about the body style should change, then that
05:34 change will also pass on to this, which becomes an offspring style of body.
05:41 I'll then come to my GREP styles. And I'm going to remove that GREP style.
05:50 So now we have a paragraph that ends with a single word which isn't ideal, but it's
05:54 preferable in this case. And this one I fixed by changing the
06:01 hyphenation settings. Way back, seems a long time ago, but way
06:08 back when we set up the Style Options for the Body style, I was quite restrictive
06:14 about how hyphenation can be applied. What I'm going to do here is just for
06:21 this particular paragraph is be a bit more lenient.
06:24 I'm going to select paragraph, and I'm going to come to my Hyphenation Options.
06:29 And here, I'm going to say that words with six letters can be hyphenated and
06:33 that we only need two characters after the first hyphen, and two before the last hyphen.
06:41 And that's going to allow the word expected to hyphenate.
06:44 Again, not ideal but preferable. So the rest is just a matter of
06:53 repetition, working your way methodically through the document.
06:57 Applying negative tracking where appropriate.
07:00 Applying a variant of the body style that does not have the GREP style incorporated
07:05 into it. Applying discretionary hyphens, adjusting
07:09 the spacing on text wraps and changing the hyphenation settings.
07:14 Those are the tools that you have to fix the hyphenation and justification problems.
07:19
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Fixing awkward line endings
00:00 One will parse through the document fixing, spacing and composition problems.
00:05 In this movie I want to look at line endings.
00:08 In particular, I want to fix lines that end with the word I or the word A where
00:13 it is capitalized. So, we want to avoid single letter words
00:17 at the end of a line. They just look bad.
00:21 The first instance I have of this problem is on page three, line 25.
00:26 Now I have my hyphenation and justification composition highlighting
00:32 turned on. So that I can see if my intended
00:36 solution, is going to create more of a problem than it solves.
00:41 The first thing I'm going to try here is just adding in a line break.
00:45 A Shift Return. And we can see that that does create a problem.
00:49 So, I'm not going to go for that solution, instead, I'm going to select I
00:52 and the word that follows it, and apply a no break character style.
00:57 And you will remember that I added a keyboard shortcut to that character style.
01:01 So, I'm just going to use that keyboard shortcut, Option and the number pad 1.
01:06 That's no better. So, I need to decide here do I think it
01:09 looks better like this, or the way it did before.
01:13 And I think this is still preferable although it's not ideal, but it's still preferable.
01:19 Moving on to the next instance of the problem, page 13, let's turn the line
01:24 numbers on. Line two (SOUND) I'm going to try that No
01:29 Break solution again. (SOUND) and here it works perfectly.
01:36 Sometimes it's going to work, sometimes not, you're not going to know until you try.
01:41 Now on to page 16 line 21. Now there is no easy way of finding these
01:48 bad line endings, you just need to train your eye to see them.
01:52 Page 59, line 21. No Break doesn't work there.
02:08 I'm going to try something else. I could select this text and apply
02:16 negative tracking to it. But since we have a short range of text,
02:20 I fear that it will suffer, that the change will be noticeable.
02:25 So instead, I'm going to try and just tighten the word spacing, so the spacing
02:28 between the characters will remain the same.
02:33 I'm just going to tighten up the spacing between the words.
02:35 Cmd+Option+Shift and the Backspace+ Delete key will do this.
02:41 Now, the first time I tap my Delete key, my automatic kerning type switches from
02:46 matrix to being blank. And unlike when applying tracking, my
02:51 tracking value is not going to update. So, I just need to be careful how many
02:56 times I press the keyboard short cut here, that was once.
02:59 Twice, three times, four times, five time,s six times.
03:06 It's being very resistant. Okay, now that is what it has taken, and
03:10 I think that is an acceptable solution. It's not perfect, but it's better than it
03:14 was before. Lets have a look at composition
03:17 preferences, I'm now going to turn on in my custom tracking kerning that we didn't
03:22 see before. And there you can see what's going on,
03:26 its just adjusting the space between the words.
03:29 So, that's not something I will use very often but every once in a while adjusting
03:33 the space between the words and the word only can be a useful trick.
03:38 The rest as I said before It is just repetition, moving through the document,
03:42 finding these problems and fixing them where they can be fixed.
03:46
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7. Creating the Front Matter
Adding a half title and title
00:00 It's now time for us to create the front matter for our book.
00:03 And the front matter is going to comprise the half title, followed by a blank page,
00:08 followed by the title page, then we have the copyright page, followed by the table
00:12 of contents. In this movie, I'm going to show you how
00:17 to create the title and half title. So including the blank pages that go with
00:22 both of those, we need an extra four pages of front matter.
00:27 To begin with, I'm going to come to the Pages panel and I'm going to create a
00:31 master page for the front matter pages. And this master page is going to be based
00:38 upon the B master page. So I'm going to right-click on there and
00:42 choose New Master. Prefix will be C, the name will be Front Matter.
00:48 It will be based on B. And the size and orientation will remain
00:54 the same. There is that master page.
01:00 And we do not need the page numbers, so I am going to unlock those by pressing
01:05 Cmd+Shift and clicking on them, to delete them.
01:10 We also don't need the line numbers here, so I will Cmd+Shift click on those to
01:14 unlock them. That doesn't work, and that's because
01:17 they are on a locked layer. So I'm going to unlock that layer, then
01:22 unlock the item and delete. So all we're left with is the size of the
01:27 type area and the margins around it. And that's an important point, because
01:34 when we come to design our half title and title pages, we want their alignment to
01:39 be within the size of the text frame or the type area as we defined for our
01:43 master page A and our master page B. It will have the same margins as the rest
01:50 of the book. So I'm on my first page here.
01:54 I'm going to right-click on the icon for page one, and choose Insert Pages.
01:59 I want four pages before page one, and I want the Master Page C applied to those pages.
02:08 So, on my first page this is going to be the half title.
02:12 I'll tap T4 my type tool, and now I realize I actually would like to divide
02:18 my type area vertically into five rows. So, I'm just going to revisit my master
02:25 page and then come to the Layout menu and to create guides.
02:31 Five rows. I want these rows fitted to the margins,
02:34 and the gutter space needs to my letting value, which is 15 points.
02:39 And doing that is just going to help me with the placement of the elements on my
02:44 half title and title pages. I'll click and drag a text frame, now
02:51 that text frame has ended up on the wrong layer, so I'm just going to make sure
02:54 that it ends up on my text layer. I'll come back and lock my line numbers,
03:00 and then come back into that text frame and type out the half title.
03:05 The half title is nothing more than the title of the book.
03:09 We don't have any subtitles or author or illustration credit, or any publisher,
03:15 just the title, which is Alice's Adventures in Wonderland.
03:23 Okay. Now, I'm going to start out by applying
03:26 the chapter title style to that, and then I'm going to modify this.
03:36 Firstly, I would like it to be regular or Roman as opposed to bold, and I want it
03:40 all to fit onto one line. I'm going to remove any tracking that it
03:45 inherited from that style. And I was practicing before I recorded
03:50 this, and I discovered that optical kerning, I think works better for
03:54 Clarendon at this size. That's going to necessitate me to just
04:00 make a change to my chapter title style as well.
04:05 So, before I forget to do that, I'm going to do that right now.
04:08 Right click on chapter title and basic character formats, and just change the
04:13 kerning from metrics to optical. Basic rule of thumb here is, choose
04:19 whichever method of automatic kerning you prefer.
04:23 Whichever one looks best in this case and it won't always be this way, but in this
04:26 case for Clarendon the optical kerning is a little bit tighter.
04:31 Anyway, having done that I'm going to make my type smaller.
04:36 Now, earlier on I changed my units and increments preference so that every time
04:41 I used this shortcut Cmd+Shift+Less than, I only get a quarter point smaller or
04:46 bigger if I were to use its companion keyboard shocker.
04:54 But that's okay. I'll just keep tapping that until I get
04:57 it onto one line. Let's go down to an even number.
05:00 I'm a little bit superstitious about using even numbers, so I'm going to use
05:04 an even number there, and I am going to, am I going to center it?
05:09 No, I'm going to leave it. I'm going to break with my superstition
05:13 and just go up to 16 point 25, so that it, while it remains left aligned it is
05:18 filling the full width of that type area. There is my half title.
05:28 Nothing more than that. Now, I am going to capture these formats
05:32 as a paragraph style. I'll call that half title, apply style to
05:37 selection is checked. I'm then going to copy that, and move
05:43 over on to pages two and three. What are currently pages two and three,
05:48 although the pagination will change and then paste that in place.
05:52 And this is now the beginning of my full title page.
05:55 On my full title page where I will turn my guides back on, I need all that other
05:59 information and I can also make a bigger splash with the type treatment.
06:06 So, to start out with, I'm going to increase the size of this type substantially.
06:17 And I may need to increase the size of that text frame.
06:20 Cmd+Alt+C will do that. And I also want to increase the leading value.
06:28 I realize that I'm going to need to increase the size of that text frame a
06:30 bit more, otherwise it's just going to fall out.
06:34 Option and the Down arrow will do that. I'll increase the size a bit more.
06:42 And now I'm going to cut the word in from that text frame and click and drag to
06:46 paste it in its' own text frame. Select it, and change it's typeface to
06:54 Adobe Caslon Pro Italic, and reduce its' size to, I think 24 pont, we'll start out
07:02 with that. Now in terms of positioning these two
07:09 elements together, I'm going to select both of these text frames and align the
07:13 type to the bottom of the frame. I can then position this one relative to
07:19 the larger text frame, I'm going to zoom in a bit bigger on that.
07:26 I'll double-click on its right hand handle to collapse it to just the width
07:30 of the type itself, position that to the left of the title, select both of those
07:35 elements and then I'm going to nudge them over like so.
07:42 Then I will put my cursor in this paragraph, and let's give it a paragraph
07:49 style, and I'm going to call that title. Now, I'm going to tap my T key, and
08:00 create another text frame down here. And you can see how I'm using these rows
08:05 that I defined with the create guides in an early step, and now type in the name
08:10 of the author. Lewis Carroll.
08:14 And then with illustrations by John Tennial.
08:20 I'm going to select both of those pieces of type and make them regular, as opposed
08:28 to Italic. And I'm going to increase both of them to 14-point.
08:36 Then "Lewis Carroll," I am actually going to make into all small caps and increase
08:48 its size to 18 points. And I think I might just want to increase
08:58 the spacing between these two paragraphs. Now, at the moment, these are aligned to
09:06 the baseline grid. I'm going to take them off the baseline grid.
09:11 And that's going to give me the opportunity of just opening up a bit of
09:15 space between them, like so. I'll now draw a guide, flush with the
09:20 left hand edge of the larger pieces of type and align that left hand edge of
09:26 this text frame to that guide. All that remains now is to add the
09:32 publishers logo. Cm or Ctrl+D, and in the AIW
09:37 illustrations folder, you will find the logo of our fictional publisher, Red30 Press.
09:49 I had my Import Options checked, so that's why I see this intermediate dialog
09:54 box before we get to the image itself. And here I'm cropping the placed graphic
10:00 to the artwork itself. And that's going to replaced that
10:05 selected frame. So all I need to do now is press Cmd+Z to
10:09 undo that and then sense I have that frame larger than it needs to be down
10:13 there at the moment, I'm just going to click and drag.
10:18 Put that above the author credits. Then I will come and reduce the size of
10:24 that text frame. Cmd+Alt+C, and then we can select the
10:28 publisher logo and that can move down to the line below.
10:33 So there we have our half title and title page.
10:40
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Adding a copyright and colophon
00:00 Here, I'm going to add the addition notice, usually referred to as the
00:03 copyright page and the coliform and I'm going to combine the two into one so that
00:07 we can save some space. And this is going to go on the page after
00:12 the title page, I'll go to that page, currently the fourth page in the document.
00:18 Turn on My Guides, press Cmd or Ctrl+D and we have a text file already prepared
00:24 for this called Coliform. And I would like this to go towards the
00:29 bottom of the page, so I'm going to click and drag to determine its placement.
00:34 Let's just go and take a look at this information.
00:39 So, some of this information is struck out because it's not relevant to this
00:41 particular project but it might be relevant to other projects that you're doing.
00:45 The copyright notice would be at the top. And since this work is in the public
00:50 domain there is no copyright notice. Then we have the publication information.
00:55 First published 1865, etc. Then we have the cataloging information
01:00 from a national library followed by the ISBN number.
01:04 Both of those paragraphs struck out. Then and combining this information with
01:08 the copyright notice I have the coliform. Now the coliform is essentially notes
01:12 about the production and you can include in this the software that you use.
01:17 But more appropriately perhaps because the software is always going to be out of
01:20 date as soon as the book is published. The type faces that you've used and
01:25 perhaps some information about those type faces, if you feel it's relevant to the
01:30 design of the book. Now this may seem like a bit of an
01:34 affectation and it is a bit of an affectation but people are increasingly
01:38 interested in this information. Don't over do it, keep it subdued and
01:43 simple but it's interesting I think to include some of this.
01:48 I'm going to delete the parts that are struck out and then we'll go about
01:53 formatting this text. I'll turn on My Guides.
01:57 First thing I'd like to do is just delete that paragraph mark at the end and then
02:01 I'm going to align this text with the bottom of its text frame, Cmd and Ctrl+B.
02:07 Now we will align it to the bottom so that it sits on the bottom base line of
02:12 the page. Then I'm going to select all.
02:16 I could begin by applying one of my paragraph styles which is going to be a
02:20 starting point at that is going to be body space but it's going to differ quite
02:24 a lot from that. And I'm going to remove the first line indent.
02:31 Since it's going to be too restrictive to have this type on a grid, I'm going to
02:34 take it off the grid. I am going to reduce its size to ten
02:39 points and its leading to 12 points, make it left aligned as opposed to justified
02:46 and turn off any hyphenation. Then I'm going to reduce the amount of
02:54 space between these paragraphs. I'm using 12 point leading, I'd like a
02:58 half line space here, so I'm going to use six points of space before.
03:04 Then I will come to this one paragraph and just differentiate this by making it italic.
03:10 And adding 12 points of space before this.
03:13 Now, it might be an idea for me to capture these as paragraph styles.
03:22 I'll call that one copyright, apply that to those two and two, those two and this
03:28 one I will actually apply the copyright style to it and then make those change I
03:33 just made. I should have done that in a different
03:39 order, doing it this way so that ultimately this style will end up being
03:44 based upon the copyright style and I will call this copyright head.
03:50 Now, that's not going to be of much use to me in this particular document but
03:54 let's say that I'm creating a series of books or I do a lot of book designs.
03:59 That way I can build upon the legacy of the styles that I create in this document
04:03 and use them in another document. So there is our copyright notice and our coliform.
04:11
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Creating the table of contents
00:00 We're now ready to create our table of contents.
00:03 And the first thing we need to do is add some pages for our Table of Contents, so
00:06 I'm going to come to my Pages panel. And click away from those two selected
00:12 pages of that spread. Click back onto page 5, right-click on it
00:17 and choose Insert Pages. I want two pages Before Page 5 and I want
00:23 them to have the Front Matter aster page. Now it is significant that I have left
00:30 table of contents until now. Because I want to make sure that the
00:34 pagination is pretty much finalized before I generate the table of contents.
00:39 Otherwise, I'm going to end up generating the table of contents and constantly
00:42 having to be updating that table of contents.
00:45 And that can get confusing. And there's more scope for error so
00:49 that's the reason I've left it until almost last.
00:53 I turn my guides on then come to my Layout menu Table of Contents.
00:59 Let's just go through these one by one. Table of contents style.
01:03 I'll make all of these settings into a style when I have plugged in all the
01:07 options that I want. If you don't see some of these options,
01:12 that's because you need to click on more options.
01:16 And we will be using some of these options.
01:19 What do I want to call my table of contents?
01:22 Well, I want to call contents so I'm just going to leave this as it is.
01:26 What paragraph style do I want applied to my table of contents title.
01:32 I'm going to choose this one TOC title. Now, you may be thinking did we make a
01:37 style called TOC title? No, we did not.
01:39 This is going to be an auto-generated style.
01:43 And we will have to change its style options but the most important thing is
01:46 that this paragraph will be tagged with this style.
01:51 Next, I need to determine what table of contents entries I want and our TOC is
01:56 going to be very simple. We just want the one and that is the
02:02 Chapter Title, click on that. Click Add, that puts it into the list of
02:08 styles that will be included in the TOC. What paragraph style gets applied to
02:13 those entries? TOC Body Text, another of those
02:18 auto-generated styles. I want my page number after the entry and
02:24 between the entry and the number, I want not a tab because that's going to create
02:29 too much space between the entry and the number but instead I would prefer an endspace.
02:37 I do not need a character style applied to the page number.
02:42 Nor do I need a character style applied to the space between the entry and the number.
02:47 Which might be filled with dot liters, for example but in my case not.
02:52 I do want to create PDF bookmarks. We're not going to see the benefit of
02:57 this now but if we come to generate a PDF then this will make the TOC entries into hyperlinks.
03:04 And that's it, we're ready to go. I just need to save this style and I'm
03:08 going to call it AliceTOC. Then click OK and there is my Table of
03:15 Contents story. I'm now going to come and click the Top
03:20 of that Text Frame to place the story. Now the story doesn't look the way we
03:25 want it to look yet but it's not going to take much to whip this into shape.
03:30 First of all TOC title. I actually want this to look very much
03:36 like my chapter number paragraph styles, which I'll just quickly remind you are these.
03:46 So what I'm going to do here is I'm going to come to TOC title.
03:50 Edit that and I'm going to base it upon chapter number.
03:55 And alright, well that's looking pretty good.
03:59 I'm going to reset it to base. So it's now exactly the same as chapter number.
04:05 But I do just want to make it a little bit bigger.
04:09 I'm going to make it. 18 points, I think, yep.
04:13 And that's all we need there. Next, I'm going to come to my TOC body
04:17 text style. Let's zoom in on that and select that and
04:24 make a few changes to this. Let's turn off the hyphenation.
04:30 Most importantly lets change the type face.
04:33 Its going to Adobe Caslon Pro. I would like it to be 14 points and I
04:38 would like some space between the paragraphs.
04:44 I'd like 7.5 points of space between the paragraphs.
04:51 So, now I can come a right click on TOC bodytext plus to incorporate that
04:55 override into the style definition. And there is my table of contents.
05:01 Important point here, if anything about your pagination changes, come back to the
05:07 Layout menu and choose Update Table of Contents.
05:13 And you will see this message, which you can choose to not see again and any
05:17 changes will be reflected in your new table of contents.
05:22
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Numbering the front matter
00:00 One more task concerning a front matter, and that is to create a different
00:04 numbering system for a front matter. Currently, we have just one numbering
00:09 system throughout the whole document, which means that our first chapter begins
00:13 on page seven. We actually want this to be numbered one,
00:17 and the page number to begin here. Which means that the pages that proceed
00:21 this, the front matter, need to be numbered with a different numbering
00:25 system and traditionally that's lowercase Roman numerals.
00:29 Now because we have only a few pages of front matter, I'm choosing to not put any
00:33 page numbers on here. But you may have such things such as a
00:38 dedication, a forward, preface, acknowledgements.
00:41 Introduction, in which case, you probably would, almost certainly would, want to
00:45 have page numbers. Whether or not we have page numbers, we
00:49 still need to designate it as a different numbering system.
00:54 So, I'm going to come to my Pages panel, and the first thing I'm going to do is go
00:58 to the first page in the whole document. Right-click on this, and choose Numbering
01:04 and Section Options. I'm change the style to lower case Roman numerals.
01:12 And that is going to affect the whole document.
01:14 And you can see that our chapter opener is now lower case Roman numeral seven.
01:20 I'm going to go to that page and then do the same right-click on it, Numbering and
01:24 Section options. And here I'm going to change the style to
01:29 Arabic numerals, and we want to start the page numbering at one.
01:35 And that is how we have more than one numbering system throughout the whole document.
01:40 And if you look on the Pages panel, the triangles that are above the section
01:44 starts indicate just that. That this is the start of a section.
01:51 Now that we have changed the numbering, we also need to update our table of contents.
01:56 So, I'm just going to double-click and insert my cursor into that table of
02:01 contents story. Choose Update Table of Contents and, it
02:07 does exactly that.
02:09
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Reviewing your work
00:00 It's always a good idea to print your work to review it in print, and that's
00:04 going to reveal problems that you won't necessarily see on screen.
00:09 At this point, we all have something that looks quite different, I'm sure.
00:14 But, for me, when I printed my work, I had a problem with the position of the
00:19 page numbers that are on the chapter openers.
00:23 So, I want to fix this, and the problem I occurs because even though I offset this
00:28 by one line space 15 points. And I did the same for the page number on
00:34 the top the text which follows the page number the first line of type in the type
00:39 area is aligned to the grid. And you can see there when I hover over
00:45 that text frame, that there is a built-in amount of space at the top of the text frame.
00:51 The consequence of this is that visually, and if I were to draw myself, I'm just
00:55 going to use my Frame tool here. Draw myself a frame like that, which
01:01 essentially I'm using as a measuring stick.
01:06 And so that we don't lose that, I'm just going to come and color it.
01:11 And then if we position that down here, we can see that there's quite a
01:15 difference in the amount of spacing. So this is the amount of space I want,
01:20 I'm going to cut that box from there. And then come to my master pages.
01:27 Now, it's on the master page b that I want to implement this change.
01:31 I'll turn on my guides, I will paste in that measuring stick, position it like so.
01:40 Now I will come and select both the page number text frame on the left and right
01:45 master page. And nudge those down.
01:50 So that the top of the page number aligns with the bottom of that colored
01:54 rectangle, which has now served its purpose and I can delete that.
01:59 So, my point here is that really now is the time to do any last-minute tweaking,
02:04 before we make this into a PDF and then upload it to our printer.
02:10
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8. Creating the Cover
Creating the cover using the Blurb Book Creator plugin
00:00 Let's turn our attention now to designing the cover for our book.
00:04 And I'm going to do this in a couple of different ways.
00:06 One using the blurb book creator plugin and then one just doing it from scratch
00:11 within InDesign. In case you don't have this plugin, which
00:16 is a free download from blurb.com. So, I'm going to do it first of all with
00:20 this and all this is going to do is make a template that is at the appropriate size.
00:26 So, here is the book that we started before, we specified that its a trade six
00:30 inch by nine inch book and the paper type and the color stock.
00:37 We said earlier that we had 20 pages, in fact we didn't even put this value in.
00:41 We didn't know how many pages we had at that point.
00:45 So, I'm just going to move out of there for a moment and come to my Pages panel.
00:50 And it tells us here, we have 120 pages. Now, if you're following along with me,
00:56 we'll probably have more or less that number but it might differ slightly.
01:00 Lets just go all the way to the end of the document.
01:03 To make sure that we don't have any empty pages at the end and we shouldn't because
01:09 we are using Smart Text Reflow with the delete empty pages option checked.
01:18 So, that should take care of any empty pages that might otherwise attach
01:22 themselves to the end of the document as our text flow changes.
01:27 Important also that it's the total number of pages not the page number that we're
01:31 concerned with. Because we have six pages that precede
01:36 the main body of the book, that are numbered with lower case Roman numerals.
01:41 So 120 pages in total. I'll specify that now, 120 and then I
01:50 will create the cover template. And I need to say where I'm going to save
01:56 the file. And here seems as good a place as any in
01:59 the exercise files folder. And I can now click OK.
02:07 So, just as when we created the pages template, we have all of this
02:11 informational text designed to guide us about where to place the elements on our page.
02:18 And all of this exists on it's own separate layer, which we can turn off if
02:22 we find distracting, but it's useful just to familiarize yourself with The
02:25 different elements that we have here. So, the spine is clearly indicated and
02:31 the spine is drawn at the appropriate width for the number of pages that we have.
02:36 On the right we have our front cover, on the left, our back cover.
02:42 The page area, the safety line, the margins, it's given us margins of 18
02:48 points and the bleed guide. And it has given us a bleed of nine
02:55 points and then we have a new empty layer above the instructions layer on which we
03:02 place all of our artwork. So I'm going to now turn off that layer.
03:10 And we're ready to start adding our artwork to this template.
03:14
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Creating the cover from scratch with InDesign
00:00 In the previous movie, I created this blank document which we'll serve as a
00:04 front cover, back cover and spine, using the Blurb Book Creator plug-in.
00:10 In this movie, I'm going to create the same document, at the same spec, but
00:14 doing it from scratch. Just in case you don't have the plug-in,
00:19 or if you just prefer to do everything from scratch so that you have more of a
00:22 sense of ownership and control over it. So I'm going to create a blank document.
00:31 Now, our page size here is six inches by nine inches.
00:38 Currently, my default unit of measurement is in picas.
00:42 And that's okay. It can stay in picas.
00:44 And you can see that when I put in the inch value, it is automatically converted
00:48 to picas. Now, I actually want my page width to be
00:53 twice what it currently is, 72 picas. And then I need to add in the value of
00:59 the spine. Now the spine is 22.5 points.
01:03 How do I know that, I went and measured the document I created in the previous movie.
01:10 Measured the width of the spine. At 120 pages, which is the length of my
01:14 book, that is the appropriate width of spine.
01:18 If you are sending this work to a commercial printer, call the printer,
01:22 communicate with them, tell them your page count and your intended paper stock,
01:25 and they will give you the width of the spine.
01:30 I now need to add that to the width of my page.
01:33 So I'm going to do plus 22.5, and this is a different measurement system, PT.
01:40 And that's going to give me the total width of my document.
01:46 In terms of the margins, I'm going to go with the one pica and six point margins
01:50 suggested by the previous document that we were working in.
01:56 So, I can type that in as 1P6, or 18 points, same difference.
02:01 And I also want to specify a bleed of nine points, and I have the chain
02:05 unbroken so that I get the bleed on all four sides.
02:11 Facing pages, that's irrelevant really, but I'm going to turn that off anyway.
02:16 And I think we're good to go. Now, I just need to indicate with guides
02:22 where that spine is going to be. So, I'm going to draw myself a guide.
02:28 I'm going to drop it anywhere. And then I'm going to make sure that
02:33 guide is selected and specify that it's X value be at six inches.
02:40 And then I'm going to draw another guide and it's X value will be six inches plus
02:47 22.5 Points, and that will indicate the left hand of edge of the front page i.e
02:54 the space between those two guides is the spine.
03:04 And that gets us to the point that we are in the document that was created using
03:09 the Blurb book creator plugin and we have exactly the same spec.
03:15 I could now, lock these guides perhaps, that might be a good idea, in fact I
03:19 think I will do that. I will lock that layer and then create a
03:24 new layer above that on which to place my artwork.
03:28
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Creating a layout grid
00:00 So I have two cover documents, both currently blank one created with the
00:04 blurb plugin, and one created from scratch.
00:07 It doesn't really matter which one I go forth with, they are both exactly the
00:10 same at this point. I'm going to use the one that was
00:14 creating by blurb. And the next thing I'm going to do, which
00:18 is optional but highly recommended, is to place some guides to divide my page
00:22 vertically and horizontally. Now, what makes this a little bit tricky
00:28 is that we actually have here, three separate elements.
00:33 A front cover, a back cover and a spine. Which is going to mean that if we use the
00:38 normally very useful Create Guides feature, it's not going to be able to
00:42 just work on the particular part of our page.
00:47 But will apply them to the whole page, fitted to the margins or to the
00:52 dimensions of the whole page itself. So, we need to use a slightly different approach.
01:00 The approach I am going to use here involves using a couple of scripts I'm
01:04 going to start out by drawing myself a frame that covers the whole of my live
01:08 area of what would be the front cover. Then, I will come to my Window menu >
01:15 Utilities Scripts and first time you come here, it's going to look like this.
01:22 Now I need to expand this, and then I want to expand it further, so that I see
01:25 the AppleScript and the JavaScript folder.
01:29 And then I need to expand further, I'm going to go to the JavaScript folder.
01:33 Let's just tear off this and park it down here and then close that.
01:39 And, first of all, the script that I want is make grid.
01:46 It's an old script and in many ways it has been superseded by the Gridify features.
01:52 But I still like it in this particular usage, allowing us to divide a rectangle
01:57 into a specified number of rows and columns.
02:02 I want to divide this into 12 rows and eight columns and I'm chosing those
02:08 numbers because our page is at a three to two aspect ratio.
02:14 And the space between those rows and columns will be 12 points.
02:18 That gives me all of those boxes. I'm now going to select all of those and
02:25 then copy those over to the back page holding down my Option and Shift keys.
02:32 Now the reason I've had to do it this way is because we do not want the spine
02:36 factored into this equation. That's the reason we're doing it like this.
02:41 I'm now going to select all of those frames, and then scroll up to my Add
02:46 Guides script. Not what I use often, but it works great
02:52 in this particular instance. Now when I add the guides, I want them
02:56 added to the top, left, bottom, right. I don't need the horizontal or vertical center.
03:02 I can then click OK and it will take a short while to draw all these guides so
03:05 be patient. Okay, if we look on the Layers panel we
03:10 see that it's placed the guides on their own layer.
03:17 I'm now going to delete all of those boxes.
03:22 And I'm going to come lock that Guides layer and target the Your Design Goes
03:26 Here layer okay and we're now ready to actually start working with our artwork.
03:33
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Adding cover elements
00:00 I want my cover design to be really simple and I'm going to begin with an
00:03 area of flat color. Let me just close the Layers panel and
00:08 then I'm going to switch to my Rectangle tool and draw a rectangle starting from
00:12 the bleed guide and go all the way over to the right-hand edge of the spine.
00:20 And I want to make sure when I do this, that it does not have a stroke.
00:26 Because when I remove that stroke, it will slightly change the dimensions of
00:30 the rectangle. And I have drawn one that does have a stroke.
00:34 So I'm going to delete that. And before I go any further, I'm going to
00:38 set the stroke property to none. So now I've drawn that rectangle and I
00:47 want to fill that with a color and I want it be a warm yellow.
00:53 I'll start out with the basic yellow but that's far from where I want to end up.
00:59 I'm just going to modify this color. So I would like to have 35% magenta and
01:04 I'm going to take the yellow value down to 95.
01:11 And then click OK. And I also want to use the same color on
01:14 the back but not completely across the whole of the back, so for this I'm
01:17 going to need to draw myself a separate rectangle.
01:22 I'm going to come down four rows, one, two, three, four and draw myself another
01:27 rectangle and I can overlap these two just to make absolutely sure that they do
01:32 not leave any gap where they meet. And that will also be filled with that
01:40 same color and then when these two elements are completely in place I'm
01:44 going to verify that they go up to the guides that they are supposed to go up to.
01:52 I'm now going to lock them. So the next thing we want is our text and
01:57 I'm going to press Cmd or Ctrl+D and then come to the Cover Photo which is in the
02:02 Exercise File photo. And I'm going to place the cover text and
02:09 I'm just going to start by dumping this on a page just so we can get familiar
02:14 with what's what. Let's zoom in and I've struck out the
02:21 text that needs to ultimately be removed. But this is just indicating what goes on
02:26 the front, what goes on the spine and what goes on the back.
02:31 Pretty self-explanatory. I'm just going to now cut this up into
02:34 separate chunks. So this is the text for the back.
02:38 I'm going to cut that from there. And we'll just put that right there for now.
02:42 Get back to that in a moment. I'll delete the identifier front from
02:47 there and cut that. And then I'll just put that right there.
02:52 And then that just leaves us with the text for the spine.
02:57 And also that indication that we need to include the logo as well.
03:02 So before I forget that, I'll just delete that text and we will place the logo.
03:09 So these are in text frames that are now far too big or far bigger than they need
03:12 to be. I'll just press Cmd+Option+C to shrink
03:17 the text frames to the size of the text. Then I'll press Cmd+D and there's the
03:24 logo we want. I'm going to uncheck that so that it
03:28 doesn't replace that text frame that I have selected.
03:31 And this is going to go down there at the bottom of the spine.
03:40 So those are our elements on our page as well as the text, I also have a couple of images.
03:46 Cmd+D again and I have these two, cover one, cover two.
03:51 I'm going to select them both and the rabbit is going to go down there.
03:57 And the Cheshire cat or the face of the Cheshire cat is going to go up there.
04:03 Okay. So I've just dumped these things on the
04:06 page very roughly and we now need to start designing with them.
04:11
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Designing the front cover
00:00 So, working on the front cover. We have the text that we placed from the
00:03 text file, but actually I am going to copy and paste the text that we already
00:07 worked on, for the title page of the book interior.
00:11 Frequently, you find that book interior title pages, and the book covers,
00:14 stylistically don't really go well together.
00:17 And the reason for that is that they're often designed by different people with
00:21 little communication between them. But here, we're designing both, so we
00:25 want to make them look like they're from the same stable.
00:30 So I'm going to select this text. I'm actually going to select all of the
00:33 text, and then copy that. And then we'll move over to our cover document.
00:38 We can delete that bit, and then paste the text from our title page onto our cover.
00:45 Let's just move this text for the spine out of the way, and I'm now going to
00:50 select the text for the title, and group that.
00:55 And, actually I want that to go at the bottom of the page, which sounds a little
00:59 odd, but I think it looks good like this. So, I'm going to move it down and I'm
01:04 going to position so that the baseline of this type is one row away from the bottom margin.
01:12 And so that the left hand edges of the larger letters are aligned to the second column.
01:21 And then, I would like to make this bigger.
01:25 Now, at the moment I can see that my text frame is actually bigger than my text.
01:30 So I want to make it bigger. Let me zoom out and select that.
01:35 Let me just move Mr Rabbit out of the way for a moment.
01:39 And then I'm going to now scale this up, Cmd+Shift and pull from it's top right corner.
01:47 And I want its right hand edge to be one column, away from the edge of the page,
01:52 like so. And then when I look at this text, I
01:56 think that I would like the leading to be a little bit tighter, and I would like
02:01 this word, in, to be a little bit closer to the W.
02:07 So let's do that bit first, I'll double-click on that and I'll just nudge
02:11 that over. And then I will select that type.
02:19 Now currently this is in a text frame with the text aligned to the bottom.
02:23 So when I press optional alt and the up arrow to reduce the leading, the text
02:27 will continue to be aligned to the bottom.
02:31 Like so. Alright, now let's turn our attention to
02:36 the Cheshire cat and the author and illustrator text.
02:42 The Cheshire cat, I would like to have one row from the top.
02:48 And I think he's going to look cheekier, which is how I want him to look, if he's
02:54 a little bit smaller. And I'll position the author name beneath
03:06 him, like so. Let's consider the size of this text,
03:12 currently 18 points. And the illustrator, curently 14 points.
03:18 I think I'd like to make these semi-bold, since they are over-printing on coloured background.
03:29 And possibly a little bit bigger. I'm just going to scale them up,
03:34 Cmd+Shift and drag from the corner. Prior to doing that, I fitted the frame
03:42 around the text Cmd+Alt+C. And then I'm just going to nudge the cut down.
03:49 So there's a clear connection between these two elements, like so.
03:55 Let me just point something out about the images.
04:00 I want to turn on my Overprint Preview which is going to give me a clear
04:03 indication of how things will look when printed.
04:07 And when I do the images look a little bit strange.
04:10 These are one bit or bit mapped images and they're saved as tiffs and the white
04:15 pixels become transparent. But, we can see that they're not looking
04:21 quite as solid as we want them to. The easy fix here is to come to the
04:27 effects and change the blending mode to mulitiply, and that makes them a solid black.
04:35 Right, now I just need to consider the size and positioning of our rabbit down here.
04:55 Let's turn the guides on. So I'd like him to sit on the same base
04:59 line as the word Alice. So I'm nudging him up and then I want to
05:04 scale him up and scale him such that I bring him closer to these elements and
05:09 make a visual connection between them. And that's knocked his position off, so I
05:22 just need to reposition him again. Now, there maybe some necessary tweaking
05:32 that goes on here but essentially that is the design of my front cover.
05:37
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Designing the spine
00:00 Okay, we now need to address the spine text and I just want to point out that I
00:04 have turned off overprint preview which on the previous movie.
00:09 And the reason I have done that is so that when I turn my guides back on and
00:13 show hidden characters. I can actually see those hidden
00:17 characters because we wouldn't see them if we had Over Print Preview on.
00:21 Over Print Preview very useful for evaluating how our graphics in particular
00:25 are going to look when printed but at the moment we want it turned off.
00:31 Okay, here is our spine text I am going to start out just by deleting that
00:35 paragraph space that separates those two lines because we want it all to be on one line.
00:42 And I'm going to replace that with a right indent tab, shift tab and that's
00:46 going to push the author's name out to the right hand edge of the text frame.
00:53 I'm not going to select that text, Cmd+A and change the font.
00:58 I have my character formats active, so I can press Cmd six to jump to my Font menu.
01:04 And then just type in the font that I want, which is Adobe Caslon Pro.
01:08 And since I want it to be as solid as possible, I'm going to choose Bold.
01:14 And since I want it to look optically centered between the edges of the spine I
01:18 am going to choose All Caps so that we don't have to factor in ascenders and descenders.
01:26 When I use All Caps, I also want to use some positive tracking and I'm going to
01:32 apply 50 units of tracking. Okay, let me just adjust the width of
01:40 that so we can see all of that text. There's the beginning of our spine text.
01:46 I'm now going to zoom out and rotate this text through 90 degrees.
01:52 Position it within the spine, which is this area right here.
01:57 And I want it to have one row of space above it and one row of space below.
02:04 I'm going to need to just move that logo down.
02:08 Right there. So I'm going to reposition the text frame
02:13 or resize the text frame into that area. At this point, I want to make my life
02:19 easier by rotating my spread through 90 degrees counter clockwise.
02:26 I can then zoom in on that text. And the next thing I'm going to do is
02:30 address the vertical justification. Object Menu > Text Frame Options and this
02:36 will be aligned to the center of the frame.
02:40 I have my Preview turned on and you can see what that's doing.
02:44 So now I'm going to select all of that text and I want to make it bigger.
02:47 Cmd+Shift, more than. I'm currently moving in two point
02:51 increments and I'd like to be moving in half point increments, so I'm just
02:54 going to go and change my units and increments preference.
02:59 I'm going to change that to .5 and while I'm here although I may not need it, I'm
03:03 going to change my kerning and tracking preferences as well.
03:10 Okay, I think 15 points is about as big as we can get there.
03:14 Lets just see that without the guides. And, that's looking good.
03:19 I'm now going to clear the rotation. And just address the position and scale
03:26 of the logo. Now the logo is currently looking very jagged.
03:30 That's because its a vector graphic with an eight bit preview but if I come to the
03:35 View menu and choose Display Performance > High Quality Display, it looks good.
03:41 This does not affect how it prints but only how it looks on screen.
03:46 Currently this graphic is touching the edges of the spine and I need to give it
03:50 a little bit of space either side. So I'm going to click on the content
03:54 selector to select the graphic within the frame.
03:57 And then I'm going to just reduce its scale ever so slightly, let's go down to 40%.
04:05 Turn off the guides and there we have our spine text and our publisher logo.
04:14
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Designing the back cover
00:00 So, for the back cover we have this text. And this text, is going to be divided
00:05 into two parts, the first part will be this quote, and the second part will be
00:09 this informational text. I'm going to select it all, I'm in my
00:14 character formats, I'm going to change it to Adobe Caslon Pro.
00:19 Now I'm just going to select that one paragraph and cut that.
00:24 Press my Backspace key to delete the paragraph mark space at the end of the
00:28 text that remains, and I'll just come put that down there for the time being.
00:35 We'll return to that in a moment. Turning my guides back on.
00:39 I'm going to move this text frame, so that it's not one column in and one row
00:43 down from the left and from the top, and then stretch it across six columns so
00:48 that we have one column of space on the right hand side and on the left hand side.
00:57 I will then select all of this text in the first text frame, and increase its size.
01:03 And I'm increasing its size by i, using the keyboard shortcut Cmd+Shift more
01:07 than, and I'm going up to 21 points. I'm going to lead the leading at Auto
01:13 Leading, but I do want to add a first line indent to the second paragraph.
01:22 So I'm going to come and click on my paragraph formats.
01:25 If necessary I am going to change my unit of measurement to points, and then right
01:31 there, first line indent and specify that as being 21 points.
01:38 I'll just turn off my guides, and I think that looks fine with one exception.
01:44 And that is that this text begins with a quote mark and we want the text to be
01:49 aligned along the vertical stress. Of this eye like so.
01:57 There are two ways we might go about this.
01:59 The first way I'm going to try and hopefully this will be sufficient is to
02:02 apply optical marginal alignment. So with my cursor in this story, I'll
02:07 choose the Story panel from the Type menu.
02:11 Check optical marginal alignment and you can see that when I do that, things shift slightly.
02:18 Then I'm going to change the size of the type to the actual size of type, I'm
02:23 using, 21 points. And that solves the problem.
02:30 I will then, just to tidy things up, press Cmd + Alt + C to fit my frame
02:35 around my content. Now, I will come and work on this text
02:41 here, which is going to go over this field of yellow.
02:45 I want it to begin one row down, I want it to span six columns, so it's the same
02:50 width as the text above it. Since this is overprinting on a field of
02:56 color, I am going to change the white of the type to semi-bold.
03:01 I'm going to increase its size to 14 points and increase it's leading.
03:09 Now when I increase it's leading, I realize I need to make that text frame
03:12 bigger, otherwise I'm going to end up with overset text.
03:16 Cmd+Option+C will fit my frame around my content.
03:22 Let's turn off the guides, see how that's looking.
03:26 Slight problem there in that the lines are not breaking as well as they might.
03:31 So I'm going to tap T to go to my Type tool.
03:34 At the moment, we have the author's real name broken across a line break, and we
03:39 also have a very short word at the end of a line.
03:44 So those are two things we would like to avoid.
03:47 If I come to line number two and add a shift return or soft return at this
03:51 point, that's going to carry that word down to line three and in so doing, fix
03:56 those other two problems. So there is our back cover, our spine and
04:03 our front cover, now designed. At this point we should print it, make
04:08 any tweaking adjustments that are necessary and then pre-flight it and prep
04:12 it for print.
04:14
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9. Preparing for Print
Preflighting the finished book
00:00 Both our book interior and our book cover are now finished.
00:04 We've reviewed them on screen, we've output proof prints and based upon these
00:08 proof prints have made any necessary adjustments.
00:11 We are now ready for any final preflight. I say a final preflight even though I
00:16 haven't mentioned the issue of prefligthing up until now.
00:20 Life preflight, which is this area down here, as its name suggest is happening
00:24 all the time to your document and it's a good idea to keep an eye on what's going
00:28 on down in this area. Currently mine says no errors which is
00:34 always good to see but it's not necessarily a worrying thing if you do
00:38 find the occasional error. Indicated down here but certainly before
00:43 we send these files to the printer we definitely want to make sure there are no errors.
00:49 Now while our documents have been live preflighted throughout their creation,
00:54 the preflight profile that has been used is one that is not very stringent, so
00:59 it's not really helping us that much. What we're going to do is build our own
01:05 more specific preflight profile and then apply that to the document and then have
01:10 it notify us of any errors or any potential problem areas and then fix them accordingly.
01:18 To do that I'm going to come and double click on the Live Preflight area.
01:21 It tells me that preflighting is on and it's using this basic working profile.
01:29 I'm going to come to the Panel menu and choose Define Profiles and then Create a
01:33 New Profile. But I'm going to call this blurb trade.
01:37 And I can use this profile for any books that I plan to send to blurb.com for printing.
01:45 Okay. Now what do we need to change here?
01:49 Links, well we want it to inform us of any missing or modified links definitely
01:54 color since we're working in black and white its not really applicable to us so
01:59 I'm going to leave that unchanged but. In the Images and Objects section there
02:06 are a couple of things that are relevant. Firstly, image resolution.
02:11 I'm going to check that one and we're working with one bit images in this case,
02:15 which is relatively rare but that's the case in this document.
02:21 And I'm going to leave the minimum resolution at 800.
02:27 I would also like to be notified of any non-proportional scaling of any images,
02:32 which although I've taken care to avoid that, it's surprising how easily these
02:36 kind of problems can creep into your document.
02:41 I want to be alerted of any over set text, any missing fonts.
02:45 And I think I'd also like know about any non-proportional type scaling.
02:50 Now that really is all I'm concerned with, those are the only elements that I
02:53 want to be notified about in the preflight.
02:57 I'm going to click OK and then change my working profile to the profile that I
03:01 just made and there may be a pause. You may see a few errors indicated here.
03:08 In my case, I don't see any. Can it really be that good?
03:12 Well, I have been checking this document throughout and taking good care with it,
03:16 so it's quite possible that it is that good but I'm now going to just create a problem.
03:21 And then show you how it would show up in this Pre-flight panel and how we would
03:25 address it were we to see a problem. So I'm going to come over here and select
03:30 this image and do this. So I've now applied non-proportional
03:35 scaling to this image. And let's pretend that I'm somewhere else
03:40 in the document other than that. I'm unaware of the problem when I
03:44 pre-flight, it tells me here I have one error.
03:48 I can twirl that open, non proportional scaling, twirl that one open and then
03:53 click on this hyperlink to take me to the problem where I see, well my eyes tell me
03:58 that it's been stretched. But I can also confirm that right here
04:05 looking on the Control panel. And what I'm going to do is I'm going to
04:10 select the smallest scale and copy that and paste that into the width.
04:16 Press Tab. And I would then also need to just adjust
04:19 the positioning within the frame. And to fix that, I'm going to come to my
04:25 Object menu > Fitting and choose Fit Content Proportionally.
04:30 And the problem is solved and once again we see no errors.
04:35 So whatever it takes, you need to fix or at least knowingly overlook any problems
04:40 that it identifies using the Preflight. I'll just now run the Preflight on the
04:48 cover and it too has no errors, so we're now ready to move on to the next stage.
04:57
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Exporting to print-ready PDF
00:00 It's now time to make print-ready PDFs of our book interior and our book cover.
00:05 And if we intend to print through Blurb.com, it's going to be preferable to
00:10 use their PDF Job Options file that comes installed with the Blurb book creator plugin.
00:18 And that plugin, as I've mentioned a couple times already is a free download
00:21 from Blurb.com. If you are printing through any other
00:25 printer, then speak to that printer and ask them to supply you with a Job Options
00:30 file or at least to tell you what job options is that they require.
00:37 And they will likely be based on press quality or a PDF X-1A, but that's just
00:41 speculation so don't speculate, ask your printer.
00:46 Now there is something that I need to address here and that is that when I
00:50 created this document, I did not use the Blurb template that I initially created.
00:57 I went on and created my own. And I have realized there is a slight
01:01 problem with that, that slight problem is that my version does not include a bleed.
01:08 And a bleed is necessary, otherwise the file is going to fail Blurbs pre-flight.
01:13 It's necessary even though we haven't used the bleed we still need to set it up.
01:18 Don't ask me why, its just a dumb piece of software so we need to just give it
01:22 what it wants, its very easy to add the bleed setting in at this stage.
01:28 How am I going to do this? I am going to come to Document Setup, and
01:33 I need to break the chain and I want a top bottom and outside bleed of nine
01:38 points and an inside of zero. Click OK and then save that.
01:48 And now everything is going to work just fine.
01:53 So at this point, I'm going to come to my File menu, Adobe PDF Presets, Blurb_PDF_Export.
02:00 And come to my Export Adobe PDF options, and it's telling me here don't modify anything.
02:07 And I'm not going to modify anything, but I just want to point out that, this job's
02:11 Options Preset uses this standard. If you don't have this for whatever
02:16 reason, and it is an easy download from their website.
02:20 But if you don't have it you could just choose this predefined preset that ships
02:24 with inDesign and you will get the same result.
02:28 I just want to point out the options that have been chosen, I'm not going to change them.
02:33 But we have down sampling to 300 pixels per inch for anything that is bigger than
02:37 300 pixels per inch, that's applying to the color and the grayscale images in our
02:42 particular case. For this document we're concerned with
02:47 the monochrome images, because our images are one bit images and they will be down
02:52 sampled to 1200 pixels per inch. In marks and bleeds there are no printers
02:58 marks checked but we are using the document bleed settings.
03:02 And that's why I had to make that slight modification at the beginning of this movie.
03:09 In output there is no color conversion. In the advance settings we are using the
03:13 high resolution transparency flattener. And all fonts will be subsetted and there
03:19 are no security settings. The summary is just a summary of
03:23 everything that we've looked at. I am now ready to export that and I'm
03:27 also, while I'm waiting for that one to cook, I'm going to go on and I'm going to
03:32 do the same for the cover. And we should now have two PDFs, one for
03:43 the book interior. And one for the cover.
03:52
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Uploading to Blurb
00:00 So, we have made our print-ready PDFs, one for the cover, one for the interior,
00:05 using the blurb PDF preset, and I'm now going to upload those PDFs to the Blurb site.
00:12 And this is one way of doing it, I'll show you the other way of doing it
00:15 directly from the blurb book creator plug in in the next movie.
00:19 Using this approach, I'm going to come to the Make Your Book tab.
00:24 And then down to PDF to Book. You need to be signed in to do this, but
00:28 it's free to sign up. And then upload PDFs.
00:35 You will need to log in. And then type in the spec of your book.
00:48 So we have trade six by nine inches, 120 pages.
00:53 Its black and white and we're going for a soft cover.
01:01 So, then we type in our information. We make a choice about where we want the
01:11 blurb logo page to go. And we can remove it altogether, but that
01:15 costs extra, so I'm just going to go for the white blurb logo.
01:20 And then we start the up-loader. And it says here if you're having, of
01:31 it's coming, you need the latest version of java installed upload cover.
01:37 Then you upload the pages and then blurb will pre-flight your document.
01:54 And that may take a little while. It says it may take a few hours,it
01:58 usually takes minutes rather than hours. And after the preflighting is complete,
02:05 this is the message that you want to see that it ticks all the right boxes.
02:12 So, at this point you can now go on and order as many copies of your book as you wish.
02:17
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Uploading to Blurb using the Book Creator plugin
00:00 Another way we can upload our work to Blurp.com is directly through the Blurp
00:05 Book Creator plugin. At the start of this whole process, I
00:10 created a book and I then I went on to create the pages from scratch.
00:16 It was actually that second version that I developed into my finished book.
00:21 So, the two are out of sync. What I can do here is re-link my pages to
00:26 a new document. And this will be useful even if you
00:30 haven't done what I did you have probably incremented your file name with each
00:35 major change. So, you will in that situation also need
00:42 to link to your finished version. So I'm going to scroll down here until I
00:49 get to Alice final. And then I'm also going to re-link to my
00:57 cover final. Just check all the specs, 120 pages.
01:04 Has the right size. I have myself there in as the author.
01:07 As far as, I should have credit Lewis Carroll for that rather than myself.
01:13 I will log in, and I'm now ready to upload the book.
01:30 So I now switch over to Acrobat to review the files.
01:33 Then come back to InDesign, and click yes to continue.
01:49 So, we are then taking to the Blurb website where we have the option of some Add-ons.
01:54 But the most important part here is that our books has passed the preflight and
01:58 once we've made these choices we can place our order for the book.
02:03
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Archiving the project
00:00 Now that we've sent our files to the printers, there is one task that remains,
00:03 and that is to archive our project. You never know when we might need to
00:08 reprint this or revisit it for whatever reason.
00:11 So we need to gather up all of the bits that were used in the creation of this
00:15 project, and save them in one tidy package.
00:21 So, let's do this, first of all, with the interior of the book.
00:25 And I'm going to come to the File menu and choose Package.
00:29 Now, this, of course, was the way in which, back in the day, in the olden
00:32 days, we would send our files to the printer.
00:36 But these days, printers prefer to receive a PDF, which is easier for them,
00:40 easier for you, and less prone to error. but the package command is still useful
00:46 for us, when we need to archive our projects.
00:50 And what I'm going to do here is click on the Package button, it's going to tell me
00:54 that I need to save this. This dialogue box or this form I can
00:59 bypass since this is only useful if I am sending these files to a printer, which
01:04 I'm not. So, I just click continue and then I need
01:09 to choose where is I'm archiving this project to so now I'm just going to go to
01:14 the desktop. But maybe its a separate hard drive or
01:18 some other location on my hard drive. So, InDesign will make for me at this
01:23 location, my desktop, a new folder which will be the name of the file with the
01:27 word, folder appended to it. I can change that if I want to but I'm
01:32 just going to go with that. And I get to choose what I want to
01:36 include in this package. I definitely want to include the linked graphics.
01:42 I might want to include the fonts. I'm going to choose not to include the fonts.
01:47 But, if you're playing it really safe, you might want to include the fonts or if
01:50 you're sending this project to somebody else, you most likely would want to
01:53 include the fonts. The reason I'm not is that I don't want
01:57 to end up with multiple versions of those fonts at different locations on my hard drive.
02:04 I know I have those fonts, so I don't need to copy off them.
02:07 I'll just then click Package and after a brief delay, we can go and check on our
02:13 desktop, where we see the folder that we've just created.
02:21 In which we have the instructions text file, which is of no use to us, so I'm
02:24 going to throw that away. But importantly, we have a folder of links.
02:29 Now, the way this document was created, all of these images were taken from the
02:35 same folder. So that the benefit of the package
02:39 command in this particular example is perhaps somewhat underwhelming.
02:44 But it's not uncommon to draw your images from various different folders.
02:49 And the nice thing about the package command is that it gathers them all up at
02:52 one location. Just something to bear in mind, a slight
02:57 word of caution here. When you've done this, you now want to go
03:02 and close this file that you have open. Because you have this file Alice_final
03:08 and you also have this file which is saved in this folder at a different location.
03:16 They are two separate entities. And if you were to go on and make changes
03:20 to this file with the expectation that they are applying to this file, you will
03:25 be, not only confused, but also, disappointed.
03:30 So, at this point, I'm going to close that file, and then go on and package my
03:34 cover file.
03:36
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10. Making an Ebook
Generating a screen PDF
00:00 Creating an EPUB from our print files, I will make three variants of an EPUB.
00:06 A screen PDF, an EPUB file, and a .mobi or Kindle file.
00:12 Let's begin with the screen PDF. I have open the two files, the book
00:16 interior and the cover that we've been working with.
00:20 Starting off with the book interior, I'm going to come to my PDF presets and
00:24 choose as my starting point smallest file size.
00:29 I will append the word screen to the file name.
00:33 And I'm going to modify this preset by including bookmarks and hyperlinks.
00:37 I will also change the compression settings.
00:40 Now this is not going to be relevant for this particular project, because we don't
00:45 have any color images or gray scale images.
00:48 But for similar projects, it would be relevant, so I'm going to change these
00:53 settings here and then save the preset. Relevant to us is this number, the
00:59 Bi-Cubic down sampling of the monochrome images and I will leave that at 300.
01:05 And we'll save this preset as Screen and then export the file.
01:11 I'll then come to the cover file, and I need to make a modification here.
01:17 And that is that, we do not have to have the back cover, nor do we need to have
01:20 the spine. So I'm going to do a Save As and then
01:29 switch to my Page tool. Another approach would be to output the
01:37 whole cover and then crop it either in Acrobat Pro or in Photoshop, but I think
01:41 it's slightly easier to just output only the part of the cover that we need.
01:48 Using the Page tool, I want to make sure I have the reference point as one of the
01:52 points on the right hand side, and then I'll come and specify the width as being
01:56 six inches. And now we have effectively cropped the
02:03 cover to just the portion that we are interested in, the front cover.
02:08 And I come and export this using that same preset.
02:12 Now, when I do this, I will come up against a warning message, and that
02:18 warning message concerns my transparency blending space.
02:26 Frankly this isn't going to make that much difference.
02:30 But I will pay it safe and cancel out of here and change my transparency blending
02:35 space from document CMYK, which was appropriate when we were creating the
02:40 print version, to document RGB, and then I can.
02:48 Return once again to the PDF export and output that file to a PDF.
02:57 Now in Acrobat, I have open, I'm checking the view size on both the two documents.
03:04 I need to make them into one. So here in the book interior file, I will
03:09 come to my Pages panel, right click on the first page and choose Insert Pages
03:14 from File. And I can choose the cover file to insert
03:19 that before the first page. Now, if I take a page through the
03:24 document, we can see that we are currently looking at it one up.
03:28 I would like this to be a two up layout. So I'm going to come to the View menu,
03:33 Page Display and I would like it to be a two page view.
03:40 And I need to return to that and choose Show Cover Page in two page view.
03:48 Now, if we scroll through, we can see that we have a different problem.
03:51 And that problem is that there is no blank page to the left of the half title page.
03:57 I think for the screen version, we don't need a half title page so I will delete that.
04:07 And we will try again, and its now looking the way we want it to look.
04:14 And the table of contents is indeed a live hyperlinked table of contents.
04:20 I might consider having the Bookmarks panel open, so the user can navigate
04:25 using the Bookmarks panel. So that the book opens up in this format,
04:31 I need to change the document properties. In the initial view settings, I want to
04:40 make sure that the Navigation tab opens to the Bookmark panel and page.
04:47 That the page layout is two up cover page, and that the magnification is Fit page.
04:54 I'll now click OK. I will save that, and to verify that
04:58 those changes have taken, I will close this document and then come back, and
05:02 open it again. And we see that indeed, we now have a
05:09 functioning screen PDF.
05:13
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EPUB overview
00:00 The ePub file that we generate from this document is intended to be read on a
00:04 tablet, like an iPad. Before we adapt our print document into
00:08 an ePub, I'd like to make a few points about the ePub format.
00:13 Creating ePubs is perhaps the fastest growing area of InDesign.
00:17 I'm recording this in April 2013, using InDesign CS6.
00:22 Things will probably have changed, and may have changed considerably, if you're
00:27 using a later version of InDesign. And, because this is such a fast
00:32 developing aspect of publishing, the options will look different if you're
00:36 using an earlier version than InDesign CS6.
00:41 This chapter is just a brief overview of what's currently possible using InDesign
00:46 CS6 to make epubs. For more information, I highly recommend
00:50 you check out Anne-Marie Concepcion's course, InDesign CS6 to EPUB, Kindle, and
00:55 iPad, here on lynda.com Thirdly, in order to preview the epub on your desktop
00:59 computer, you will need Adobe Digital Editions installed.
01:05 If you don't already have this, it is a free download from the Adobe website.
01:09 Lastly, and importantly, at present exporting from Indesign is just the start
01:15 of making a good epub. You will then need to optimize the epub
01:20 using an epub editor, like Dreamweaver. That, as they say, is beyond the purview
01:26 of this course. That said, we want to get a result that
01:29 is as close to being finished as possible.
01:32 Let's see what's involved in getting a clean ePub expor.
01:37
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Linking an EPUB file to the original document
00:00 Because I'm going to be making a number of changes to this file, EPUB is a very
00:03 different animal from a printed document, therefore we need to be working in a
00:07 separate file. I want to make a copy of this file.
00:12 Now I could just do a save as and that would be fine.
00:15 But, the problem with that is that, you want to keep your printed document and
00:19 your EPUB synched in terms of the content.
00:23 So for example, if the text content changes in the printed document, you
00:27 don't want to then go and make exactly the same text edits in the EPUB document.
00:33 So that we can avoid having to do that, what we are going to do is, we are going
00:37 to place and link the text file. Now, in this case, this is a historical text.
00:43 Obviously, we're not going to be editing it, but we might find some minor errors
00:47 in here. And we only want to have to make the
00:50 change once in the master document, and then that change can be updated in all of
00:54 the offspring documents. So, here's one way of going about that.
01:01 I'm going to first of all choose, Save a Copy.
01:04 And I'm going to call this Alice EPUB. I'm then going to open that document.
01:16 So, I have now my printed version and my EPUB version.
01:20 They're currently both identical. I'm going to come to the EPUB and put my
01:26 text cursor inside the story, and select all and delete.
01:37 Now there is a problem with that approach, and the problem with that
01:42 approach is that when I now look on my Pages panel, we see I only have 15 pages,
01:46 whereas previously I had 120. So before I do that, I need to change a preference.
01:55 I will come to my Preferences and choose Type.
01:57 And uncheck Delete Empty Pages. Now I want to do the same thing as I did
02:05 before, with all of that text selected, I will delete it.
02:10 We now have the same number of pages as we started with, and all of the nonactive
02:16 graphics retained their same location. So I'm going to come now to the final
02:24 version, where clicked onto the story, I will come to the Edit menu and choose
02:29 Place and Link. That's going to open up the conveyor,
02:34 which I'm not actually going to use. I'm just going to move over into the EPUB
02:39 version and click into that text frame. And the text flow should be identical.
02:47 If I now turn on my guides, we can see that we have the link badge at the top of
02:53 the text frame for the EPUB version. If we look at the final version.
03:00 Guides turned on. No such badge exists.
03:05 So this text file, and we can see this on the Links panel as well, is actually a
03:11 linked file linked to this printed version.
03:16 Just before we go any further with this, I want to just verify that everything has
03:22 carried across the way we want it to, and that the text flow is identical from one
03:28 document to the other. Here is the reason that is a good idea.
03:37 I'm going to come to my final version. Let's say I need to make and edit to my text.
03:46 So, instead of down the rabbit hole, we're going to call this down the bunny hole.
03:50 I will now save this. I will come to my EPUB version, and we
03:57 see the updated link batch. Now if I update that link, you can see
04:02 that the text content now reflects. And that badge should go away.
04:09 And indeed it does. The text content now reflects the changes
04:14 that I made in the parent document. This is a one way street.
04:19 If in the EPUB version, I make changes to the text, that will not affect the
04:23 printed version, which is the parent file.
04:27 So I'm actually going to come back here, undo that change, save that document.
04:33 And once again, I will be required to update that link, and that will put the
04:38 text back to the way it was. So while I could have just done a save
04:44 as, and worked on the EPUB file independently of the printed version.
04:50 If I want my text to be synchronized from my parent document to my EPUB version, I
04:54 do need a link between those text files.
04:58
Collapse this transcript
Structuring your book for the EPUB format
00:00 I need to make some changes to my document in order to get a decent epub export.
00:05 And to begin with, I need to give it some structure.
00:08 Let's first of all see why. If I were to export this, going directly
00:12 to the File Export option and choosing epub as the format, this is the kind of
00:16 result I would get. You can see that everything is just
00:21 running together. The content has no break before it,
00:24 neither do the chapter numbers have any break before them.
00:28 And we are also missing the graphic that accompanied Chapter 1, the graphic around
00:32 which the text wrapped. Because that is not an in-line graphic,
00:37 and it needs to become an in-line graphic.
00:40 Also we can see that the name of the publication is this rather un enticingly
00:45 named alice_epub. We want this to actually read with the
00:49 title of the book. So back here, I am going to first of all
00:53 do a Save As. And I'm going to call this Alice's
00:58 Adventures in Wonderland. And that will have the e-pub extension.
01:05 Next, since a half title and blank page following it is unnecessary for an e-pub
01:12 I will delete both of those. next, to give our document some structure
01:20 I will go to the Articles panel and define my different areas of content as articles.
01:26 We're lucky, in that most of this document is one continuous text flow,
01:30 beginning here on page one. But our front matter is made up of
01:35 separate stories, and we need to define these as articles starting out with the
01:40 title page. First of all, I will group those two
01:44 together, and I will group those two elements together.
01:49 And then select those two groups, and make those into an article.
01:54 We will find that this is not going to be entirely successful.
01:58 And we will end up adopting a different approach for the title page.
02:03 I'll then come to the next page, which is the copyright.
02:05 I will select that story, and make that into an article next to the contents.
02:13 Now the contents have an additional problem.
02:16 And that is that they reference a specific page number.
02:19 But those page numbers have no meaning whatsoever in an e-pub.
02:23 So, those numbers need to be removed. We do still want to retain the hyper
02:27 linked table of contents. That's something I'll address in the next movie.
02:32 And then finally we have this main content.
02:41 So, we have four articles that's going to be a start but we need more than that.
02:46 We need each chapter to begin a separate section and for that we can use paragraph
02:51 export tagging. If I come to my Chapter Number style, I
02:58 will then edit this style. Come to the last of my Paragraph Style
03:04 Options, Export Tagging, and I want to check this box, Split Document.
03:11 Click OK. I also want to make sure that the chapter
03:15 number space of variant of that style has the same Export Tagging option.
03:21 In fact, the rationale for this variable no longer exists.
03:25 So, I'm going to delete it and replace it with the standard Chapter Number.
03:32 I'll then go to my contents, because this has a different paragraph style.
03:38 And this paragraph style is the TOC Title.
03:42 This also needs a Paragraph Export tag. As does this paragraph which is the first
03:55 paragraph of the copyright text. And I need to designate this as being a
04:02 separate paragraph style, which I will call copyright one and, it too, will
04:08 split the document. So here I have done three things.
04:15 I've renamed the document. I have added articles to my Articles panel.
04:20 And I have applied paragraph style Export Tagging.
04:24 I'm now going to export the document again to see how this is going to improve
04:28 the result. It's not going to take us all the way
04:32 there, but we will see an improvement. Content order, I'm going to choose same
04:37 as Articles panel, now a relevant option for me.
04:43 Then in the advanced settings I'm going to choose Based upon Paragraph Style
04:49 Export Tags. I will click OK, and we still see that
04:54 the reading order of the title page is completely messed up so we're going to
04:59 adopt a different approach for that. We still see that the contents and the
05:07 copyright run together. But, hopefully, we do now see that each
05:14 Chapter begins (SOUND) a new section. (SOUND) Still missing will be those
05:23 non-anchored graphics. (SOUND) So while things have improved,
05:27 they have a long way to go. And let's see how we can take that
05:30 further in the next movie.
05:32
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Adapting the EPUB file
00:00 Taking our ePub forward in this movie, I want to do three things with our work-in-progress.
00:06 Remove the overrides that I necessarily applied to some of the paragraphs when
00:09 working with the print version. Those overrides no longer have any
00:14 meaning and they're just going to create confusion in the resulting e-pub.
00:18 Secondly, regenerate the table of contents without the page numbers, which
00:21 again have no meaning in the e-pub. And thirdly, and this is the one that
00:26 will effect the biggest change, make those non anchored projects into in line graphics.
00:33 Firstly, I will come to my text and select all of that then come to my
00:37 Paragraph styles and just click on this option here, Clear Overrides.
00:45 So any exceptions that I needed to make and I didn't bother to actually convert
00:49 them into pure paragraph styles will now be removed.
00:53 Secondly let's come to the table of contents.
00:56 I will come to the Layout menu and actually go to Table of Contents styles
01:00 because I made a table of contents style earlier when we generating the table of
01:05 contents for the print version. I'm now going edit that Table of Contents style.
01:12 And the change that I need to make here is available in the More options, and
01:16 it's this one. Page number, I don't want a page.
01:20 Page numbers have no meaning, or have a completely different meaning for an e-pubs.
01:25 So, those will be removed. And I have this checked Replace Existing
01:30 Table of Contents. So now when I click OK and OK again.
01:36 I was expecting to see that update in my Table of Contents.
01:43 It has not, so I'm going to go to the Layout menu and choose Update Table of
01:47 Contents, and now we see the page numbers go away.
01:51 Thirdly, I need to find all of these non-anchored graphics and turn them into
01:57 anchored graphics. This is going to be the most
02:02 time-consuming step. I will turn on my guides here.
02:06 And while I could just select these picture frames and drag them to the end
02:10 of, and in this case if I were to drag my marker to the end of the previous line,
02:15 around which the text wraps. I could anchor it that way, instead of
02:21 doing it that way, which does tend to be a bit unpredictable, I am going to do this.
02:27 Insert my cursor in the text, make a paragraph, apply the inline style to
02:32 that, and then select this and just hold down the Shift key.
02:39 Drag it into that space and make sure that in all instances, these have the
02:44 in-line graphic object style applied to them.
02:53 So once I have converted all of my non-anchored graphics into in-line
02:56 graphics, I'm now ready to export again and see how much the document is improved.
03:02 Before I do that, let me just point out that these master page items that we are
03:06 currently viewing, a legacy of the print document have no meaning, whatsoever.
03:12 Neither does the actual position of things, on what is currently on our page.
03:16 So, if things are breaking awkwardly here, that does not necessarily carry
03:20 over to the e-pub, where the pagnation is going to be entirely different.
03:26 If I did want to remove those elements because I found them distracting.
03:30 I could come to my Master page and either delete them or put them onto a separate layer.
03:35 I may as well delete them. So that all that we're seeing are the
03:40 blank page. But those elements, those master page
03:45 elements are not included in the e-pub export anyway.
03:51 I'm just removing them just to remove any visual clutter from my display.
03:56 I will now come to the File menu and choose Export once again.
04:01 And this time we can employ the TOC style since we modified that and I will now go
04:06 and look at the image options. And I would like the resolution of the
04:13 images to stay at 150 but I want the Image Size to be relative to the page.
04:18 Working with fixed size images does give you more control but Relative to Page
04:22 gives you more flexibility so that the size of the image will adjust according
04:27 to the size of the page. For example were this document viewed on
04:32 a phone as suppose to a tablet. I want the alignment to be centred and
04:37 the settings to apply to the anchored objects Image conversion.
04:42 I'm going to change that to PNG. And now I'm ready to export once again.
04:49 I will also now put in the publisher information.
04:53 Red 30 Press. Oh, and couple of other things while
04:56 we're here. I am going to uncheck preserve local
05:00 overrides, we removed all of those anyway.
05:03 And, I'm also going to uncheck Include Embedabble fonts, simply because this
05:07 option is not supported on all tablets. So we are just going to go with the
05:13 generic font suggestions that are suggested by the different e-pub readers.
05:21 And now I will click OK. And we still see the problem that exists,
05:28 the front of the book where everything is running together.
05:30 That's a job for the next movie. But we do now see that we have the
05:34 hyperlinks on the contents. That the contents no longer meaningless
05:39 page numbers and that we have our graphics as in-line graphics throughout.
05:47 So, we have a structure here. By the way the way this is being
05:50 previewed in Adobe Digital Editions isn't unfortunately a very reliable indicator
05:54 of how it will look on the iPad. And it's really only an intermediate
06:00 proofing stage. Ultimately, we want to, and we will, look
06:04 at how this is looking on a tablet. But we see some improvement in the
06:09 appearance of our document and we will go on and make further improvements in the
06:12 next movie.
06:14
Collapse this transcript
Using the Object Export options
00:00 We are now going to use, Object Export options.
00:03 Which are right here, as well as some tricks to make sure that the start of our
00:07 document is segmented the way we want it to.
00:11 That we have the title page and the copyright, and the contents as individual sections.
00:16 And as that where we have some special type treatments, those can be preserved
00:20 by exporting them as graphics. Let's begin here on the first page, and
00:24 we've seen that in the last two movies, when we exported this, it just came out
00:28 as a complete mess. What we are going to do is export this
00:32 whole page as a PNG file, re-import it, and then when we export it, it will
00:36 export as a single element. So, on this, my first page, I will come
00:42 to the File menu, choose Export, change the format to PNG.
00:48 I will call this title and the range is, in this case, lowercase roman numeral one.
00:59 The quality is high, the resolution will be 150, and then I will export that.
01:06 Select all of these elements, just move them over to the paste board for the time being.
01:11 And then press Cmd or Ctrl + D and place that resulting P and G onto my page.
01:15 It should be the exact size of my page. I'm now going to just crop that white
01:21 space around it. So that it is now the width of the type
01:26 area as we had defined when working on the print version.
01:31 And that will be my Title page, not my Cover but my Title page.
01:37 Let's just now revisit the Articles panel and if we look at the Title, we can see
01:41 that we have these two elements still on the Pasteboard which can be Deleted.
01:49 This will be selected and then added to the title article.
01:55 Next, I will come to my contents and color font.
01:59 First thing is that the color font is actually irrelevant here.
02:03 Well, it doesn't have the same relevance as it had in the print version.
02:06 So, that is just going to be removed. Secondly, we've noticed in the last two
02:10 movies that this particular piece of information seems to.
02:14 No matter what we do, want to run together with the information that follows.
02:19 The solution I'm going to use here and admittedly, it is a bit of a hack
02:23 solution, but it does work, is I'm going to add a whole extra page after this.
02:31 So, I will right click and choose Insert Pages.
02:34 I want to add one page after page roman numeral 2.
02:39 Like so and then I will link this story to that page.
02:44 And at the bottom of what is currently my copyright story, I will add a chapter
02:50 number paragraph style. And you can see that that moves it to the
02:56 top of that blank page. Now the fact that we've knocked our pages
03:02 out of alignment doesn't matter, because I know we're looking at this as a two
03:05 page spread. That is just a legacy of the print version.
03:09 This is just going to end up as being one continuous text flow.
03:13 That extra page that seems to have crept in can be deleted.
03:20 Next, I would just like to change the position of this anchored graphic.
03:24 I'm going to select that whole paragraph, cut it, and then paste it one paragraph
03:29 lower in the text. Now, if we move forward through the
03:34 document, until we get to this treatment, which you may remember from earlier on.
03:40 Which was quite a difficult thing to achieve, the mouse's tail.
03:45 This is not going to be converted to our e-pub in any sort of sympathetic way as
03:50 text so what we need to do is export this as a graphic.
03:56 With it selected, I am going to come to my object X-bar options and choose custom rastorization.
04:04 Relate to page width, I'll make the file format a PNG.
04:08 The resolution I will leave at 300 and everything else can stay the same.
04:14 We're now ready to export this once again.
04:16 And with each export we get a little bit closer to our goal.
04:21 And I need to change the title. It's going to go back to being "Alice's
04:27 Adventures in Wonderland." We'll automatically have the e-pub extension
04:31 when I change that to e-pub format. Couple of other things to consider here
04:37 that haven't really come up until now: cover, restorize first page.
04:41 For now I'm going to choose none. We are going to end up using this option,
04:44 but since we haven't prepared the cover for now I'll choose none.
04:49 I am going to remove any forced line breaks.
04:52 I think there were only a couple of instances where I used these throughout
04:56 the text. But where I may have used them and where
04:59 they were relevant for the print document to shape our text.
05:02 They're no longer relevant in the e-pub, so I'd like those to be removed.
05:07 The images, we already set that up in the previous export, those options can stay
05:10 the same. Likewise, the Advanced options.
05:14 We are splitting the document based upon our Paragraph style, Export Tagging.
05:26 (BLANK_AUDIO). So now back in Adobe Digital Editions, we
05:29 see that we have the title page, it's currently looking rather large but this
05:32 is just in ADE. It will look better on the iPad, trust me.
05:37 If we move forward here, we do see, thank goodness, that the content information is
05:43 a section by itself, as is the contents. And we can see from the blue and the
05:49 underlining that these are hyper linked. And then we have each of the chapters as
05:55 separate sections. And I will just move forward until we get
05:59 to the mouse's tail. Which is, right there.
06:07 Now this does look rather big. Just like the title page, but when we see
06:10 this on the iPad it will look a whole lot better, and a lot crisper as well.
06:16
Collapse this transcript
Creating the cover for the EPUB version
00:00 We now need a cover for our ePub, and we are going to adapt the cover that we used
00:04 to create the print version. The steps are pretty much the same as I
00:09 used to create the cover for the screen PDF.
00:13 I will come first to my page tool, and I want to resize my page so that we only
00:17 see the front portion of the cover. We don't need the spine and the back cover.
00:24 Making sure that I have one of the right-hand reference points selected, I
00:28 will change the width to six inches and we now have effectively cropped our page.
00:37 I can now come to the File menu and choose Export.
00:42 I'll give this a name, and I will save it as a .png using these settings,
00:50 resolution 150, quality high. Now I can go back to my document in
00:59 progress, my ePub in progress, and go to my export options here.
01:05 Change these to ePub, make sure that I am overwriting my last saved version of the
01:11 ePub, and here the only thing I need to do differently is specify that I want the
01:17 cover chosen from a file image, the one that we just created.
01:25 And now when I export with the first page of the epub is the cover and if I show my
01:31 navigation panel we can also see that we have a navigational table of contents as
01:37 well as our hyperlinked table of contents that we generated in an earlier step.
01:48
Collapse this transcript
Viewing on an iPad
00:00 Having added my ePub to my iPad using iTunes, I could now view my ePub in my
00:06 iBook's app. There it is and we see it has the new
00:10 band over it's top right hand corner. If I clicked to open that, we see that
00:15 the first page is the cover, and then we have our title page, our copyright
00:18 information on a separate page, our hyperlinked table of contents, and we can
00:21 click on any of those to jump to that hyperlink.
00:26 We can also use the navigational table of contents.
00:36 And we also see that we have inline graphics.
00:40 And let's check out that typographic treatment.
00:43 I promised it would look better on the iPad than it did in Adobe Digital Editions.
00:48 (BLANK_AUDIO) And there it is. So while this is far from perfect and it
00:55 does need some adjustments made to it, this is a very good start in terms of our
01:00 e-pub and we can go on and refine this in an e-pub editing program like Dreamweaver.
01:07
Collapse this transcript
Exporting for the Kindle
00:00 In addition to the EPUB, I also want to export a .MOBI file that can be viewed on
00:04 a Kindle. To do this, I'm going to use two extra
00:08 pieces of software both of which are free downloads.
00:12 The first is the Export for Kindle plug in and the second is the Kindle
00:17 Previewer, essentially the equivalent of Adobe Digital Editions but for MOBI files.
00:25 If I come to my browser, this is where you can download those two extra pieces
00:29 of software. Using this plugin is not the only way to
00:34 get a MOBI file, it is perhaps the easiest way.
00:42 This is a beta piece of software, it is far from perfect.
00:46 The resulting exported file will not be a finished file.
00:50 You will need to open it up in Dreamweaver or an equivalent program and
00:54 continue to tweak the file to get it just how you want it.
00:58 But it is a good starting point. Okay, so I want to use the same table of
01:08 contents as I used for the EPUB. I want to use the same image that I used
01:16 for the cover of the EPUB so I'm linking that.
01:20 I am not embedding any fonts. There's nothing that I need to change in
01:26 the contents area, or in the images area. In the metadata, I have put in the title
01:31 of the book, and the name of the author and the name of the publisher.
01:37 The other information if I had it I could also put in right now, but I'm going to
01:40 leave it blank for the moment. And then I will click on Guided Export.
01:46 The first time you generate this type of file, a .MOBI file, it will open up in
01:50 whatever application that file type is associated with.
01:56 That might be Dreamweaver. In my case that turned out to be Numbers,
01:59 an application that comes with the Mac. You may need to change that and associate
02:04 these files with the Kindle Previewer. In terms of this being a guided export,
02:09 these are the options that we get to change.
02:12 The margin values and any settings for drop caps.
02:16 I'm not using any drop caps I'm just going to move straight through that by
02:19 clicking continue. So that will now open the Kindle
02:25 Previewer and I can now choose Open Book, come to that file, open it, and then just
02:31 navigate through it and see what we have. Let me come back to the beginning.
02:44 So there is a our resulting MOBI file and it opens automatically to the first page
02:49 of the first chapter. If I click on the icon for my
02:53 navigational table of contents, we can see that here.
02:58 And I could also scroll all the way back if we want to see our cover page.
03:03 Sob that then is a starting point for creating a Kindle compatible ebook, or
03:09 dot mobi file
03:12
Collapse this transcript
Conclusion
Next steps
00:00 And that's the end of our course on designing a book.
00:03 When it comes to designing a book as with so many other design projects, it's very
00:07 easy to do it badly. It takes a bit longer to do it well but
00:11 it's that attention to detail that will distinguish your work from the work of others.
00:18 I'm Nigel French. Thanks for watching and be sure to check
00:21 out my other courses here at lynda.com.
00:25
Collapse this transcript


Suggested courses to watch next:

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