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InDesign CC: Interactive Document Fundamentals

InDesign CC: Interactive Document Fundamentals

with Mike Rankin

 


Using the powerful toolset in Adobe InDesign CC, you can create a variety of interactive documents: PDFs, ebooks, magazines, forms, and more. In this course, publishing expert Mike Rankin offers a foundation for designing engaging interactive documents and explores what's possible with each kind of document, so that you'll know which type suits the needs of your projects. Learn the basics of buttons, form objects, and other interactive objects, as well as techniques for setting up structured navigation. Next, tour the Digital Publishing Suite, a service for publishing InDesign documents to mobile devices, including the iPad, and take a look at some sample interactive document design workflows. Lastly, find out how to customize InDesign for working with interactive documents.
Topics include:
  • Overview of interactive document types
  • Enhancing a project with interactive objects
  • Setting up hyperlinks, page transitions, and a table of contents
  • Understanding media formats
  • Adding HTML animations
  • Manage folios with the Folio Producer
  • Creating EPUBs
  • Adapting a page layout for mobile devices with Liquid Layout
  • Changing page designs with primary text frames
  • Formatting text with text style mapping
  • Workflows for designing interactive documents
  • Customizing the workspace
  • Organizing content with layers
  • Using third-party scripts to work on interactive documents

show more

author
Mike Rankin
subject
Design, Digital Publishing, Ebooks
software
InDesign CC
level
Intermediate
duration
3h 22m
released
Jul 09, 2013

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Introduction
Welcome
00:00 (MUSIC).
00:04 Hi, I'm Mike Rankin, and welcome to
00:06 InDesign CC interactive document fundamentals.
00:10 In this course, we'll explore all the fundamentals of building interactive
00:13 documents with InDesign. We'll look at examples of the different
00:17 kinds of interactive documents you can make, which features work in each kind of
00:20 document, and which ones don't. We'll dig into the details of InDesign's
00:25 tool set, and we'll consider the work flows and best practices for building each
00:28 kind of document. And I'll take you right up to the start of
00:32 your project by showing you how to set up InDesign for building interactive documents.
00:36 We'll get your work space set up, and create a basic document structure to get
00:40 things started off in an organized way. So, let's get started now with InDesign
00:45 CC: interactive document fundamentals.
00:49
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What you should know before watching this course
00:00 Since this is a fundamentals course, you don't need to know anything about
00:03 InDesign's features for building interactivity before you start.
00:07 However, you should have a basic familiarity with InDesign.
00:10 You should know your way around the interface including the document window,
00:13 the tool set and the panels. You should understand how to create and
00:18 save documents, how to place photos in text and arrange them to compose a page layout.
00:22 And you really should know how to format text with style.
00:33 Basically, if you can layout a page with style and images and then print it, you're
00:35 ready for this course. If you need some more basic instruction on
00:38 how to level on understanding.Check out David Blatner's InDesign Essential
00:40 Training in the lynda.com library.
00:42
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Using the exercise files
00:00 If you're a premium lynda.com subscriber, you'll have access to the exercise files
00:03 I'll be using in this video series. I recommend you download the exercise
00:08 files and put the main folder on your desktop.
00:11 Inside the exercise files folder, you'll find subfolders for each chapter.
00:15 And inside those, the files for each movie.
00:18 If you're not a premium subscriber, you won't have access to the exercise files.
00:22 But I still recommend that you follow along using your own files.
00:25
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1. Setting Up InDesign for Working with Interactive Documents
Setting preferences
00:00 InDesign offers a lotta preference settings you can use to customize it to
00:03 the way you want to work. And to the kinds of documents you're building.
00:07 So let's examine some of the preferences and settings that can help you work faster
00:11 and easier with interactive documents. The first thing that's important to
00:16 understand about InDesigns preferences is, that some are global, meaning they apply
00:20 to all documents you work with, while others are document-specific, affecting
00:24 only the current document. That idea's not hard to understand, but
00:28 unfortunately, there's no indication in the Preferences dialog box, as to which
00:32 ones are global, and which ones are document-specific.
00:36 It would be really helpful to tell one kind from the other, when you're setting
00:39 your preferences. This is why I created the visual guide to
00:42 InDesign preferences which you can find at indesignsecrets.com.
00:45 The guide is a PDF file that you can download with screenshots of the
00:49 preferences dialogue box, and the document specific preferences are all highlighted.
00:56 Okay, so now that we know there are two main kinds of preferences, and how to tell
00:59 them apart, lets go over to InDesign and make some adjustments.
01:04 I'll press command or control K to open InDesign preferences dialogue box.
01:08 And the first big choice you'll be faced with now is an interface appearance.
01:13 Where we now have color themes to choose from.
01:15 The default is this medium dark, but you can choose anything from light.
01:22 All the way to dark or any brightness level in-between by dragging the slider.
01:30 Right now I'm going to stick with the default of medium dark.
01:33 This is really just a personal preference that comes down to what you find readable
01:36 and not distracting from your work. You can also choose whether to have the
01:40 pace bar to be white, or match to the theme color.
01:44 Note that some items might be really hard to see on a dark pace board.
01:48 Also on your interface, you might want to turn off two settings.
01:52 First is, enable multi-touch gestures. Disable this if you find that they cause
01:56 you to accidentally change the zoom level, rotate objects and so-forth.
02:00 Right under that is Highlight Object Under Selection tool.
02:03 I'm going to deselect that as well. This can be very irritating for some
02:06 people as it displays the frame edges of every object you mouse over.
02:11 This can be especially distracting on a page with lots of objects.
02:14 Down below in the Options, Live Screen Drawing is set to be delayed by default.
02:19 This means you won't see a full rendering of objects unless you pause for a moment.
02:23 Before you start to move your cursor with them.
02:26 If you'd rather see them always fully rendered, change this to a mediate.
02:29 In units and increments, you can change the ruler unit to pixels if you'd like.
02:34 But for all new documents, the intent, which we look at in a different movie,
02:37 will determine the units first displayed in the rules.
02:42 So if you choose web or digital publishing intent, your rulers will automatically be
02:45 switched to pixels. Under display performance, consider
02:50 setting the default view to high quality, so seeing graphics that are full quality
02:54 instead of low resolution, and while you're there adjust the view settings, to
02:58 turn on Greek type. Set the value to 0, so you're always
03:03 seeing your type. Alright that's all for the preferences
03:06 dialogue box. So I'll click okay to accept those changes.
03:10 And let's look at a few other things that can increase your efficiency.
03:13 Here on the MAC, I can go to window and choose application frame.
03:20 This puts all of InDesign's user interface into one window that I can move as a whole.
03:24 I love working with the application frame on because it keeps everything together
03:27 and it helps me concentrate by blocking out distractions.
03:31 If I maximize the view it takes over my whole screen.
03:34 Another preference you almost certainly should change is in the pages panel menu.
03:38 Select view pages and choose either horizontally or bi-alternate layout.
03:44 This will save you a lot of screen space over the default and vertical.
03:48 You can also get at the setting just by right clicking in the pages panel and
03:51 choosing view pages. Note that this preference for viewing
03:55 pages, is always a global setting, so it doesn't matter if you have documents open
03:59 when you set it. Whatever you choose, applies to all documents.
04:04 And in the extras menu, you can show or hide all the controls that appear on
04:07 selected frames. Things like link badges, the content grabber.
04:11 Live Corners and the Anchored Object Control.
04:13 These are meant to help you be more efficient by putting controls right in
04:16 front of your eyes. But some folks find them distracting, so
04:19 it's good to know that you can select just the ones that you want.
04:23 So now we've seen some ways to customize and design to your liking.
04:26 We looked at a few of InDesign's preferences, saw a guide that can help you
04:29 tell global preferences from document specific ones, and saw some settings you
04:32 can change to get more screen space, clearer displays of your content and a
04:36 less cluttered display.
04:39
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Customizing the workspace
00:00 End Design has so many tools and panels, that it's really important to keep things
00:03 organized, so you don't waste time, searching for the right tool and shuffling
00:06 panels around. That's why it offers work spaces, be it to
00:11 create and save a customized arrangement of panels.
00:14 Let's create a customized work space for use with interactive documents.
00:18 Now, by default, End Design displays the essentials work space.
00:21 Which has just a few panels visible like Pages, Layers, Links, Stroke, Color and Swatches.
00:27 So, it's really not all that useful. Adobe also provides a Digital Publishing
00:32 work space and an Interactive for PDF work space.
00:36 So, let's customize the interactive for PDF work space and make it even more
00:39 useful for our purposes. First, let's drag off the sample Buttons
00:43 forms library and close it. We can always get this library from the
00:47 Buttons in the Forms panel menu. And I'll drag Links and Layers in with
00:51 pages, I'll pull off Page transitions because they don't use that very much.
00:58 And they also don't use Color or Gradient very much so I'll pull those off and close them.
01:05 I'll go to the Layout menu and choose Liquid layout and add that to my top grouping.
01:10 And I'll also choose the Articles panel. And add it there as well.
01:15 So, that's a nice set of panels at the top for working with the structure of documents.
01:20 Below that I'll create a set of panels for formatting content.
01:23 So, I have Stroke and Swatches there right now.
01:25 I'll open my Styles panels. So, I'll add character styles and
01:31 paragraph styles, and object styles. And I'll also put the Align panel in there
01:40 as well. And I don't need the pathfinder.
01:46 Next, let's create a grouping for inner activity features.
01:48 I'll add Buttons and Forms to hyperlinks and bookmarks, I'll put Media in there
01:53 too, and I'll also choose Animation and Timing.
02:00 Below that, I'll put my DPS panels, the Folio Builder, and the Folio Overlays.
02:10 I'll pull off the SWF preview. And I'll open it to make it really large,
02:14 so I'll get a nice large preview, and re attach it at the bottom and I think this
02:18 order has a nice logical flow to it. At the top I have a panels for working
02:24 with the overall document. Then my panels for format and content.
02:29 Then panels for creating managing and previewing interactivity.
02:32 And finally, let's drag our panels to collapse them down to icons and give us
02:36 even more room for our documents. Now, to save this arrangement as a new
02:41 work space, I'll go to the Workspace menu and choose New Workspace.
02:45 I'll call it Interactive Documents, and now I can use my new Workspace.
02:50 At any time, I can instantly jump to one of the other work spaces just by choosing
02:53 them from the Panel menu and go back to my new one.
02:57 The few minutes it takes to set up a customized Workspace can save you lots of
03:00 time over the long run. And I think it makes you enjoy working
03:04 with InDesign more, since everything is where you need it to be.
03:07
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Understanding document intent
00:00 It's important to get your interactive documents started out right from the beginning.
00:04 When you create a new document, you have to tell InDesign whether you're creating
00:08 it for print, the web, or for digital publishing.
00:12 Of course you can always output any document to any media later on.
00:16 But selecting the right intent at the start, can save you time and trouble.
00:20 So, lets take a look at document intent, and what impact it has on interactive documents.
00:25 We'll start by creating a new document, I'll just press Cmd or Ctrl+N to open the
00:28 dialog box. And let's turn on Preview, so that we can
00:32 see the effect of our choices right away. In the dialog box, the second item down
00:36 from the top, right under the presets menu, is this menu for intent, and it has
00:40 three choices, Print, Web and Digital publishing.
00:44 We'll start with Print. If I create a document with Print intent,
00:48 and don't make any other changes in this dialog box, I'll get a document with
00:52 facing pages, letter sized. In portrait orientation.
00:57 My units will be in picas and my swatches will be cmyk.
01:01 What you don't see here, is that the document will also be set to use cmyk
01:06 transparency blend space, and the basic preflight profile.
01:11 Now if I switch to Web Intent, facing pages is off.
01:15 My page size is set to 800 by 600 pixels, in landscape orientation, and now my
01:20 swatches are all RGB. And the transparency blend space will be
01:25 RGB as well. If I switch to digital publishing intent
01:29 Primary text frame is selected and I get the iPad preset 1024 by 768 in landscape.
01:37 Again, I have RGB swatches and I'll be using RGB transparency blend space.
01:42 Documents started with the digital publishing intent, will be set to use the
01:45 Digital Publishing Preflight Profile, although that profile doesn't really check
01:49 for very much, just things like missing links missing fonts, overset text and a
01:52 few other things. I'm going to click OK and create this document.
01:57 And take a look in the Pages panel. Creating a document with digital
02:01 publishing intent also does something slightly obnoxious in the interface.
02:05 It switches the Pages panel to display pages by alternate layout.
02:09 I find this obnoxious because the preference for displaying pages is global.
02:13 It applies to all documents. You can have your panel set to display
02:17 pages horizontally, but as soon as you create a digital publishing document,
02:20 you'll be viewing all your other documents pages, by layout two.
02:25 Fortunately you can change it pretty easily, just by right-clicking in the
02:28 pages panel. And choosing View Pages, horizonatlly, if
02:32 that's what you want. Once you understand document intent, and
02:35 how it impacts your new documents, you can be sure you're starting them off correctly
02:39 and have fewer things to fix or change later on.
02:42
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Creating document presets
00:00 In a previous movie we looked at Document Intent, and how it's used to coordinate
00:04 some of the settings in the New Document dialogue box.
00:07 To help you quickly get your projects off to a good start.
00:11 Now let's turn our attention to an even more powerful feature, that lets you
00:14 create fully customized groups of settings to apply to your new documents.
00:18 The feature's called Document Presets, and you can find it at the very top of the New
00:22 Document dialog box. Which I'll open by pressing Cmd or Ctrl+N.
00:27 If I look in the popup menu, there are just two choices right now, Default and Custom.
00:33 When I first open the dialog box, I'm using the default settings, which are
00:36 meant for a print document with Letter Size Pages, Facing Pages, and so on.
00:42 As soon as I make any change, including switching to a different intent, the
00:46 display changes to custom. I can always reset everything by choosing
00:50 Default again. But what I'd like to do now is to add a
00:52 choice to the menu with some settings that are good for an interactive document.
00:57 So I'll choose Digital Publishing from the Intent menu.
01:01 This gives me the Page Size and Orientation I want, plus RGB swatches and
01:05 RGB transparency blend space. Which is important if I want to use any
01:10 transparency effects. I'll turn off Primary Text Frame since I'm
01:13 not going to be needing that. And I also want to tweak my Margins and Columns.
01:18 I'll make sure that Preview is checked, so I can see the effect of all my settings here.
01:22 And I'll click the Chain icon, so all my margins don't have to be the same.
01:27 I'll set the Top Margin to 52 pixels, the Bottom to 80 pixels.
01:33 And since I want to use a grid to give some structure to my page design, I'll set
01:37 12 Columns and I'll put a little more space between each, say a gutter of 16 pixels.
01:44 Now that wasn't too hard to set up, but wouldn't be it a lot simpler to have all
01:47 those options set with just one menu choice?
01:51 That's what a Document Preset is for. Now that I have the dialogue box set up
01:56 exactly as I want, I just click on the button to the right of the Preset menu.
02:01 And I'll give it a name, I'll call this, Presentation, and click OK.
02:06 Now, no matter how I switch around the settings in this dialogue box, I can
02:09 always get back to what I want, by choosing presentation from the Preset menu.
02:13 And if I ever wanted to change the settings in the Presentation preset.
02:17 I just make the changes in the dialog box, like say setting the Top Margin to 40 pixels.
02:22 Clicking on the new Preset button, and choosing Presentation from the menu.
02:27 Click OK, and confirm that we want to replace the old settings, I'll click Yes.
02:33 Now the presentation preset includes a 40 pixel Top Margin.
02:38 If I were really going to base a lot of documents on this preset, I can even make
02:41 it the default. And have new documents created with these
02:44 settings without even touching this dialogue box.
02:48 Here's how, first get all the settings the way you want them then click on the Preset
02:51 button, and name your new preset Default. Include the brackets and the capital D,
02:57 click OK, replace the default by clicking Yes, this will overwrite the original
03:03 Default Preset with yours. Then when you press Cmd or Ctrl+N to open
03:08 this dialogue box, it'll already have all your favorite settings chosen.
03:13 Now that's cool, but you can take it even one step further.
03:16 Since there's a keyboard shortcut for bypassing the dialogue box and creating a
03:19 new default document. Press Cmd+Option+N or Ctrl+Alt+N to
03:23 instantly create a new document with your custom settings.
03:27 Let's try that out. I'll Close this dialogue box, Close the
03:31 document and press Cmd+Option+N. And there's my new document with my custom
03:37 default settings.
03:38
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2. Types of Interactive Documents You Can Make with InDesign
Overview of interactive document types
00:00 We'll start off this course with a look at the different kinds of interactive
00:03 documents you can build with InDesign, to help you answer some important questions
00:06 you might have. Maybe you know you want to build some kind
00:10 of interactive document, but you might not know what your Options are or how to
00:13 choose between them. Maybe you just know you want to publish
00:17 your documents to the iPad, but you're not sure how to accomplish that.
00:21 Or maybe you know you want to publish an Ebook, but you don't know what tools
00:24 InDesign has to help you with that. So, in this chapter, we'll look at the
00:28 different types of interactive documents you can export from InDesign.
00:32 We'll see examples of each. We'll look at the strengths and weaknesses
00:36 of each for format, and some key techniques for working with each kind of document.
00:41 By the end of this chapter, you should understand what makes each kind of
00:44 document interactive, and be able to use that understanding to choose the right
00:47 kinds of documents for your projects.
00:50
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PDF publications
00:00 Here's an example of a PDF publication, InDesign magazine.
00:04 Not surprisingly, it's created almost entirely with InDesign.
00:08 It's got a fixed layout. It has hyperlinks on the cover that jump
00:11 to feature articles. So I can click on this to jump to the article.
00:16 And if I look in the bookmarks, there are also bookmarks to content.
00:21 It also have navigation buttons to go to the table of contents and to go to the
00:24 other pages. Sometimes it also includes interactive
00:29 quizzes and videos. So let's look at some of the strengths and
00:32 weaknesses of PDF as a digital publishing format.
00:37 The first and maybe biggest benefit of PDF is that you can completely control the
00:40 look of your design. The position of all the elements, the
00:44 fonts, the size of type, and so on, will be just as you made them in InDesign.
00:48 This is not the case when you use other formats like EPUB, which give the reader
00:52 control over fonts, and can also cause text to re-flow.
00:57 With PDF, you know what your publication will look like to every reader.
01:01 In terms of workflow, you can't beat the simplicity of PDF.
01:05 If you have InDesign and you know how to use it, that may be all you need, although
01:09 in some cases you may need to do some touch-up work in Adobe Acrobat.
01:14 Another great strength of PDF is that the software to view PDFs is ubiquitous and
01:18 it's free. Nearly every computer in the world has the
01:21 software to view your publication when it's in PDF.
01:25 And with PDF viewed on a computer, you can also get a good amount of interactivity.
01:30 You have hyperlinks and cross-references. You can embed media like audio and video,
01:34 and elements like tables of contents and indexes can also be interactive.
01:40 And you can create buttons people can use to navigate through the publication and
01:44 show or hide content. The down sides of PDF for digital
01:47 publications, are that the support for interactive features and media, are
01:51 inconsistent in Mobile apps. Some PDF Readers will play an embedded
01:55 video and others won't. Some apps fully support buttons, other
02:00 apps support only some kinds of buttons or none at all.
02:03 Another down side of PDF is related to it being a fixed layout format.
02:08 A PDF is not responsive, meaning it won't adapt to a different screen size or orientation.
02:13 So, sometimes it's necessary for the viewer to zoom in or out or scroll around
02:17 to see the content. A standard EPUB, on the other hand, can
02:20 adapt to the container it's being viewed in.
02:24 And finally, if your goal is to get your publication into the Apple iBook store,
02:27 Barnes and Noble, or Amazon. You won't be able to do that with PDF.
02:31 iBooks and Barnes and Noble use EPUB for their eBooks.
02:35 And Amazon uses a format called Moby, which is similar to EPUB.
02:39 But its Amazon's exclusive format. So to sum up, a PDF can be great for a
02:43 digital publication. When you must have control over the
02:46 appearance of the layout. And you want to add some interactivity and
02:50 media to be viewed on computers. PDF is not as good on mobile devices.
02:55 Where a lack of responsive design, and full support for interactivity can make
02:58 your publication seem a lot less impressive than it does on a computer.
03:03 And a lack of access to online retailers. Like Apple and Amazon give you limited
03:07 options for where you can sell a PDF publication.
03:10
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PDF forms
00:00 Most business communication goes in one direction, from the company to the consumer.
00:05 But occasionally, you'll need to give people a way to communicate back to you.
00:08 Whether it's to give you feedback in a survey or to submit information for a
00:12 subscription, you need a way to organize the information people send you.
00:16 This is the perfect job for a form. Here's an example of a PDF form from the
00:21 Internal Revenue Service. And if I click the button to highlight
00:25 existing fields here in Adobe Reader, I can see where I can type in the form and
00:29 the check boxes I can select. There are many ways to design and create a
00:34 PDF form. You can design a form in Word, you can
00:38 make it entirely in Adobe Acrobat or you can design it in an application like Illustrator.
00:44 And then export it as a PDF and add the form fields in Acrobat.
00:48 Or if you want a solution that can give you really great design tools, and the
00:51 ability to add form fields, you can use InDesign.
00:55 With InDesign you can create any page layout you want, and then add the form
00:59 fields on top of that. Using the Buttons and Forms panel, you can
01:03 add text fields, listing combo boxes, check boxes and radio buttons and even
01:07 digital signature fields. And you can set the properties on form
01:12 fields, to control the size of text, to make them required for submission, and to
01:15 make them printable or not. I don't want to make it sound like
01:19 InDesign is a fully featured form solution, it's not.
01:23 Many times in order to finish your form, you're going to have to take the PDF you
01:26 exported from InDesign, and make some fixes and adjustments in Acrobat.
01:31 But, having the forms tools in InDesign sure beats the alternative of having to do
01:35 all the forms work as a post InDesign process.
01:37 Where you had to do some of the same steps over and over each time there was a change
01:41 in your layout. In this course, we'll take a look at
01:44 working with form objects in InDesign. The different kinds there are, how to
01:48 create and modify them and we'll see how they look and act in an interactive PDF.
01:52 We won't cover in detail creating, editing and managing forms in other applications
01:57 like Word or Acrobat. If you're interested in that, check out
02:02 Claudia McCue's course, Acrobat X, Creating Forms.
02:06 And if you need a high end solution for forms, check out a resource like adobe
02:10 forms central. Here you can create and distribute PDF in
02:14 web forms, plus gather and analyze the data, collect payments and more.
02:18
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Accessible PDFs
00:00 In recent years, there's been a growing awareness of the importance of making
00:04 digital documents accessible for people with disabilities, but what exactly does
00:07 accessibility mean, and how do you create it with InDesign?
00:12 You may have heard the term Section 508 mentioned in relation to accessibility.
00:17 In 1998, the US federal government enacted a law commonly known as Section 508 that
00:21 required federal agencies to make their electronic documents accessible to people
00:25 with disabilities. The basic idea is that everyone, including
00:29 those with disabilities, has a right to access information.
00:33 And that electronic documents should be made in such a way that everyone can use them.
00:38 Many states, academic institutions, and other countries adopted similar laws and policies.
00:44 Now there's nothing in Section 508 that mandates private companies make their
00:48 documents accessible. But it's becoming common practice anyway
00:52 because of the additional benefits, which include higher search engine rankings and
00:56 easier cross media publishing to formats like HTML, XML, and ePub.
01:01 What makes a PDF or other document accessible is an underlying structure that
01:05 doesn't rely on the visual presentation of content.
01:09 This structure must be both logical and consistently applied.
01:12 And it must be navigable by assistive technology, like screen reading
01:15 applications to present content in a way that makes sense.
01:20 There are several steps you can take in InDesign to make a file you can export to
01:24 an accessible PDF. Here are a few.
01:27 Keep text is live text, not as graphics or outline text which is not readable by a computer.
01:33 Or if you must use place graphics instead of live text select the graphic and use
01:37 Object export options to enter the actual text, which can then be read by a screen reader.
01:45 Clean up text, eliminate empty paragraph returns and use correct punctuation.
01:51 Also, define export tagging for every paragraph style so your body text is
01:54 tagged with paragraph tags, your headings are tagged with H1, H2, and so on.
01:59 Create PDF bookmarks too, whether you do it manually or with the table of contents feature.
02:07 Bookmarks are a valuable navigation tool in accessible PDFs.
02:10 Add alt text to every graphic so that blind and low vision user can hear a
02:14 description of the images. Again, in InDesign select an image and use
02:19 Object export options to set alt text. Keep it descriptive but brief and use
02:25 punctuation so screen readers will voice it correctly.
02:29 Anchor graphics to ensure that all text is read at the correct point in an article.
02:33 Tag non-essential graphics as artifacts so they'll be ignored by screen readers.
02:39 Set the reading order of stories with the Articles panel.
02:43 And when you export to PDF, choose PDF print and select create tagged PDF.
02:49 Include bookmarks, hyperlinks and optimize for fast web view.
02:53 Then once you export your PDF, Adobe Acrobat has built in tools to help you
02:57 check your document for accessibility problems and fix them.
03:03 Taking the steps to make your InDesign content accessible can yield a lot of
03:06 benefits that go far beyond helping those with disabilities.
03:09 When your content is accessible. You'll be able to create better quality
03:14 ePubs, XML, HTML and interactive PDF documents.
03:19
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PDF presentations
00:00 With long standing powerful presentation applications like PowerPoint and Keynote around.
00:05 You might never think of creating a presentation in InDesign, and delivering
00:08 it in PDF format. But here's an example of a PDF
00:12 presentation built entirely with InDesign complete with Navigation buttons and Page
00:18 Transition effects, and even hyperlinks. Okay, so if you have access to Keynote or
00:25 PowerPoint, why would you want to make a presentation in InDesign?
00:29 What are the advantages? First of all, you get to use InDesign
00:32 tools to build your presentation. If you already know how to use InDesign,
00:37 you don't have to buy or learn another application.
00:40 And with all its precise control over typography, color, and graphics, there's
00:44 no more powerful tool for designing the look of your slides.
00:48 Second, when you're using InDesign, you're going to create something unique.
00:52 PowerPoint is ubiquitous and so are the themes and templates it comes with.
00:56 So, if you use one of those, even if you customize it somewhat, it can still seem
01:00 somewhat familiar to folks, who have seen their share of presentations unlike a
01:03 completely new design you create with InDesign.
01:08 The same goes for Keynote. While Apple has made it easy to create
01:11 beautiful, animated slides, the design choices you can make with Keynote are more
01:14 limited than what you can do with InDesign.
01:18 Also, when you use a PDF for a presentation, you have all the benefits of
01:21 working with that file format. Virtually, every computer in the planet
01:26 has software that can read a PDF. So you know that wherever you go, you can
01:30 deliver the presentation. Also, PDF files are self-contained and portable.
01:35 A presentation file will generally be small in file size and contain all the
01:38 necessary assets, including fonts and images.
01:43 And if you're delivering the presentation on a computer, there's good support for
01:46 interactivity and media in a PDF. So you can have transition effect between
01:50 slides, buttons to navigate, buttons to show and hide other content.
01:55 You can have hyperlinks to web content and you can have video and sounds play in the presentation.
02:01 You can also even set slides to advance automatically or create a looping
02:04 presentation that runs by itself. So what are the downsides of using PDF
02:09 from InDesign to presentations? Probably, the biggest one is the lack of
02:13 support for animation. InDesign does have a set of tools for
02:16 animating any content on the page, but unfortunately, these tools are all based
02:20 on Flash technology. So animations won't work in a PDF that you
02:25 output from InDesign without some messy workarounds.
02:30 Also, compared to Keynote and PowerPoint, the transition effects that you can apply
02:33 in between slides in a PDF are definitely not as modern or fancy.
02:37 But since these are really just eye candy, you can debate how much a transition helps
02:41 you create an effective presentation. And in terms of workflow, using a
02:46 presentation application can be a lot simpler and faster than fussing with
02:50 InDesign many tools and panels. So to sum up, the virtues of PDF
02:55 presentations are that you get to work with a powerful tool set for creating
02:58 unique designs and having files that are compact and portable and play anywhere.
03:04 The downsides are a lack of animation support and high end page transition
03:08 graphics and a more complicated workflow.
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SWF presentations
00:00 SWF or Flash Player format is another Option for creating interactive documents,
00:03 including presentations with InDesign. Here's an example of a SWF presentation
00:09 with all the bells and whistles. It starts with an opening animated slide,
00:14 and it has multiple ways to navigate, including buttons, an animated pop up
00:19 drawer with clickable thumbnails of each slide, and the classic page curl effect.
00:29 Let's consider the advantages and disadvantages of SWF presentations.
00:34 A swift presentation offers some of the same advantages that you get with a PDF presentation.
00:39 Namely, that you get to use InDesign's tools to design the look of your slides
00:42 and come up with a completely fresh lool, unlike the templated presentations from
00:46 Powerpoint or Keynote. And SWFs are also compact, self-contained,
00:51 and portable. And unlike a PDF presentation, a SWF
00:54 presentation can include any animation that you make with InDesign's tools.
01:00 So, you can have content moving, changing in size, bouncing, or whatever else you like.
01:06 The main weakness of a SWF presentation is that you're limited to delivering it on a computer.
01:11 You'll never be able to just plug an iPad into a projector and deliver a SWF presentation.
01:17 And as with a PDF presentation, creating a SWF presentation in InDesign, requires
01:21 more time and effort than you'd expend in Keynote or PowerPoint.
01:25 So, to sum up, SWF can be a viable choice for a presentation you deliver on a
01:28 computer, since it's a format that supports all the interactivity you can put
01:32 into a file with InDesign. Including buttons, media and animation.
01:38 The main down side to using SWF is the lack of support for it on mobile devices.
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EPUB ebooks
00:00 EPUB is a file format that displays a publication like a very simple website.
00:05 It uses web technologies like HTML and CSS to format the content.
00:10 And when we consider the options for publishing with EPUB, its important to
00:13 distinguish between two kinds of EPUB. First there's a kind of epub that's used
00:18 for narrative fiction and other books with very simple layouts.
00:21 This kind of EPUB allows the user to re-size the text, change the font and
00:25 other aspects of the Ebooks appearance. Here's an example, Alice's Adventures in Wonderland.
00:32 So I have text and images, I can navigate to different pages, I have a table of
00:36 contents here on the left I can use to jump to a different chapter.
00:41 And in the software for reading the EPUB, I have controls to alter the presentation.
00:48 So I can change the Font Size, I can change the Margins, I can even change the
00:51 Background Color and the color of the text if I want to.
00:56 Now, in addition to this kind of EPUB, there's also Fixed Layout EPUB, which, as
00:59 the name suggests, do not allow the reader to adjust the appearance of the page.
01:04 Here's an example of a Fixed Layout EPUB, which is a book of photographs.
01:08 Fixed Layout EPUB are often used for children's books, graphic novels,
01:12 textbooks, and other publications. Where it's really important to maintain
01:17 control over the layout. Let's consider some of the advantages and
01:21 disadvantages of EPUB as a publishing format.
01:25 Some of the advantages are that EPUB can include interactive elements like
01:28 hyperlinks, media and animation. And since EPUB are a text based format
01:33 they can be small in file size and they can sometimes be created by converting
01:37 data you have in databases or other files. And EPUB is the basis for the file sold in
01:43 Apple's ibook store and Barnes&Noble. Amazon by the way, uses it's own format
01:49 for Ebooks, called Mobi. An EPUB can by converted to Mobi, or you
01:52 can use a plugin for InDesign published by Amazon to help you create Mobi files.
01:58 And since most EPUBs have reflowable text, they naturally fit the different screen
02:02 sizes of mobile devices, making for a better reading experience.
02:07 Okay, so what are some of the disadvantages of EPUB?
02:09 In terms of workflow, EPUB is definitely not as simple to build.
02:14 As something like a PDF can be. There just more steps and more things to
02:18 worry about when you're building an EPUB. EPUB is a structured file format and has
02:22 to be created according to a strict specification.
02:26 In order to be valid and to be accepted into online stores.
02:30 And at some point, someone with expertise in HTML and CSS will have to work in the
02:33 code to get a valid EPUB file that looks the way that you want.
02:39 In most cases, it involves significant planning and effort to produce a
02:42 professional quality EPUB. So to sum up, if your goal is to get your
02:46 publication into a major online bookstore, like Apple or Barnes and Noble.
02:50 EPUB is the file format that can get you there.
02:53 But you can't produce a professional quality EPUB without a fair amount of
02:56 technical work, including working in code. EPUBs come in two main styles, Reflowable,
03:01 where you as the publisher have limited control over the appearance of the Ebook.
03:07 And Fixed Layout which looks more like a PDF but offers additional features of
03:11 animation and interactivity that can be built with HTML and CSS.
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Digital Publishing Suite magazine and apps
00:00 Adobe's Digital Publishing Suite, also known as DPS, offers a way to publish
00:04 highly designed interactive content from InDesign to tablets either as single
00:08 publications or bundled together in a multi-issue app.
00:13 Examples of DPS publications include major magazines like Rolling Stone, Wired,
00:17 Martha Stewart Living and National Geographic.
00:21 So let's take a look at Martha Stewart Living.
00:23 On the iPad, in the Newsstand app, I can see my available issues that I've
00:26 purchased or received as part of a subscription.
00:30 I'll tap to open the sample issue. And I can swipe horizontally to view each
00:34 article and ad. I can swipe vertically to read an article.
00:41 And on this page, I have a button I can tap to reveal some recipes and when I'm
00:44 done, an arrow button let's me jump back to where I was in the article.
00:50 Under the caption, Animals on Parade, there's a button to tap and reveal the
00:53 sources where you can buy the items that were shown in the photo.
00:57 I'll tab the JRballoon.com link. And it takes me to the website of New
01:01 York's largest walk-in warehouse for balloon professionals.
01:05 But since I'm a balloon amateur, I'll tap Done and jump back to the article.
01:11 I'll swipe down a few more pages. And here's a slide show that I can tap to
01:17 view the different images. And on the next page there's a video I can
01:22 watch to see how the cake toppers were made.
01:25 (MUSIC). And when I'm done watching it, I can click
01:34 Done, and go back to the layout. A couple pages later There's a long recipe
01:38 that wouldn't fit on the page, so there's a scrolling frame.
01:43 So, what are some of the advantages and disadvantages of DPS publications?
01:47 Well, first of all, you have full control over the look of your pages, you can
01:50 replicate the look of your end design layouts, you can even create publications
01:53 in single orientation, either horizontal or vertical.
01:58 Or dual orientation. Another advantage of DPS publications is
02:02 that you can make them fit a wide variety of mobile devices.
02:06 All iPads including iPad mini most iPhones and iPhone touches plus Android tablets
02:10 including the Kindle Fire and the Barnes and Noble Nook.
02:16 And if you already know InDesign getting the hang of the DPS tools is generally not
02:19 that hard. Plus you can add many kinds of interactive
02:23 elements to your projects including links, media, slideshows, web content, and more.
02:29 When it comes to the disadvantages of DPS, one of the things to consider is file size.
02:34 DPS publications can get very large several hundred megabytes.
02:38 So they can take a long time to download. And they can take up a lot of space on a
02:41 mobile device. Another issue can be cost.
02:45 Although you can create and share projects with other people for free, there are
02:48 significant costs associated with publishing your project as an app.
02:53 You can publish a single app for iPad only to the Apple App Store.
02:57 For a one-time $395 fee at the time of this recording.
03:01 Or with a paid creative cloud membership, you can create unlimited single-issue apps
03:05 for the iPad and then submit them to the Apple Apps Store.
03:10 There are also professional and enterprise additions for large companies.
03:14 Another issue with DPS publications is having to play by Apple's rules.
03:18 In order to appear in the App Store your publication has to be approved by Apple
03:22 and if it doesn't meet their criteria for content and interactivity they will reject it.
03:28 Of course, if you're just using DPS to create your own apps and share them you
03:31 don't need to pay Adobe anything or get Apple's approval.
03:35 So to sum up, with Adobe's DPS tools, you can create and publish apps from your
03:39 InDesign files with complete control over the layout, plus interactivity.
03:44 Many popular magazines are published to the iPad with DPS.
03:48 You can create and share DPS apps for free or publish them by subscribing to Adobe's
03:52 Creative Cloud or paying them separate fees.
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3. Working with Interactive Objects
Overview of interactive objects
00:00 Before we get into the details of using InDesign's features for creating interactivity.
00:04 Let's just spend a few minutes talking about what kinds of interactive objects
00:08 you can create with InDesign and how they're different from regular objects.
00:13 There are three kinds of InDesign objects that exist to be interactive.
00:17 These are Buttons, Form fields and multi-state objects.
00:20 And we'll cover the details of working with each one in later movies.
00:24 But we'll start out here by just trying to understand what they are.
00:28 Here's an interactive PDF where I've converted some text frames into buttons
00:31 that can be clicked to view the different images in an artist's portfolio.
00:36 Notice that when I mouse over the buttons, the text changes color.
00:40 Buttons can change in appearance in response to user input, like mousing over
00:43 or clicking. Buttons can also be used to do things like
00:47 control the visibility of other buttons. So, actually, each painting and caption is
00:52 a button whose visibility is controlled by the buttons on the left.
00:56 So when I click, I can see different images in the portfolio.
01:01 And in the movie on buttons, we'll see how to create this kind of interactivity.
01:05 On page two of my PDF, I have a form that was created with InDesign.
01:10 Form field objects are very similar to buttons.
01:12 In fact, you use the same panel to work with them, the Buttons and Forms panel.
01:17 But form fields are different in that they exist to accept user input.
01:21 Like type text, or clicking on a check box.
01:23 Or choosing items from a list. So with the form fields that I created in InDesign.
01:28 I can fill out this form. By doing things like adding my name.
01:32 Selecting from check boxes. And choosing items from lists.
01:40 Okay, now that we've seen some of the basic ideas for what buttons, form fields
01:44 and multi-state objects are. Lets start taking a closer look at how to
01:49 create them in InDesign.
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Understanding buttons
00:00 You can add all kinds of interactivity to documents that you export to PDF or SWF
00:05 with buttons. A button can be used to navigate to
00:08 different pages or specific content on a page.
00:11 It can play movies, sounds and animations, and it can even show and hide buttons,
00:15 including itself. So, let's take a tour of the buttons
00:19 features inside InDesign, and use them to add some interactivity to an artist portfolio.
00:24 Here, I have a simple one page document with the artist's name, the titles of
00:28 three paintings, each in separate text frames, and pictures of each painting,
00:31 most of which are grouped with the captions.
00:36 I'd like to fit all the paintings on this one page, but I really don't want to make
00:39 them smaller since that would take away from their impact.
00:43 This is a problem that you can solve with buttons, since you can control the
00:46 visibility of each painting and show just one of them at a time.
00:51 To start, I'll select the first painting. i'll go to the buttons in Forms panel, and
00:56 down at the bottom right. I'll click the button to convert this
00:59 object to a button, and I'll give it the name of the painting, "Blue Cliffs, Jade sea".
01:13 Notice, when you have a button selected, you'll see a dashed border that's thicker
01:16 than what you normally see when you have a regular InDesign object selected.
01:21 When you convert an object or a group of objects to a button, the button acts as a
01:24 container around everything. To select an item inside a button,
01:28 double-click on it with the Selection tool.
01:31 So, I can double-click on the painting to select it.
01:33 Along with the idea of buttons as containers for objects, the second
01:37 important thing to understand is that buttons can have more than one appearance state.
01:42 Notice, in the buttons in the Forms panel, where I have three appearance states:
01:46 Normal, Rollover and Click. Initially, there's only one active state
01:50 in a button, but I can add a Rollover or Click state just by clicking on them.
01:55 And when I do, it's like I duplicated all the objects in the normal state, and now,
01:59 I can manipulate these new copies independently of the original.
02:04 You can add objects to a button state by using the Paste Into command or the Layers panel.
02:10 So, for example, if I wanted to add this caption to my button, I could cut the text
02:14 frame, select my button, and then choose Edit > Paste Into, or I can go to the
02:17 Layers panel. So, I'll select the text frame, open the
02:23 Layer panel. Here's the text frame, I can tell by this
02:26 little red square on the right side that I have it selected.
02:31 And I can just drag it into the Normal button state.
02:34 Now that text frame is part of my button. Now, let's take a quick tour of the
02:40 controls and buttons in the Forms panel. At the top of the panel, there's a Type
02:45 menu, where we can choose a regular button or from several form fields.
02:49 We'll cover forms in a later movie. Under that, there's a field where you can
02:53 name a button. Names are very important for buttons,
02:56 because you almost never create just one button in a document.
03:00 So, in order to know which button is which, you need to have some descriptive names.
03:05 Below that, there's an Event menu where you can choose which event will make
03:08 something happen. The choices are on release or tap, on
03:13 click, on rollover, on roll off, and on focus and blur.
03:20 Below that, we have the actions. Actions are what will happen when the even occurs.
03:25 Buttons don't have to have actions, but if you intend for people to interact with a
03:29 button by clicking on it or mousing over it, you have to have an action.
03:34 And actually clicking this plus sign and choosing an action is a cool shortcut for
03:37 creating a button. Here are the potential actions.
03:42 Note that some are PDF only, some are SWF only and some work in both.
03:48 You can also have a button hidden by default in a PDF or SWF and only appear
03:51 when you want it, which can be very useful as we'll see shortly with this portfolio.
03:58 Right down here is the Option, Hidden Until Triggered.
04:01 To convert a button back to an object, you click the button at the bottom of the panel.
04:06 There's also an Option to add a description that will appear as a tool tip
04:09 when someone mouses over the button, and an Option to make the button printable or not.
04:15 Okay. Now that we've seen some of the basic
04:17 ideas about buttons and the panel, let's make some of the buttons here interact
04:20 with this portfolio. So, with the button I created earlier,
04:24 Blue Cliffs Jade C, I'll select Hidden Until Triggered and I'll select the second
04:29 painting which is grouped with its caption, and convert that to a button, and
04:34 name it tiger lily. And select Hidden Until Triggered, and
04:44 I'll do the same for the third painting. I'll select it, make it into a button and
04:53 this one will be called prism shield, and Hidden Until Triggered.
05:03 Next, I'll select the top text frame. And from the Actions menu, I'll choose
05:09 Show/Hide Buttons and Forms, and I'll give it a name, Show Prism Shield.
05:22 And the event will be on release or tap. I'll select the second text frame.
05:29 The same action, show/hide buttons and forms, and this one will be named show
05:33 tiger lily. I'll select the third text frame,
05:43 Show/Hide Buttons and Forms, and this one will be show blue cliffs, Jade sea.
05:56 Now, let's move the paintings into position on the page by selecting all
05:59 three and using the align panel to align the left edges.
06:08 With the buttons all in place now, we're about to see exactly why it's so important
06:11 to name your buttons. We'll select the Show Prism Shield button,
06:16 and in the panel's visibility settings, we'll click to set the visibility of other buttons.
06:22 So, I'll click once on Prism Shield, to show it.
06:25 I can tell by the eye icon. And that we also want to make this button
06:29 always hide the other paintings. S,o I'll click twice on Blue Cliffs Jade
06:34 Sea and twice on Tiger lily. I'll leave the other buttons alone.
06:38 And so, clicking or tapping on this button won't do anything to them.
06:42 I'd also like to add a rollover appearance, so that the color of the text
06:45 changes when someone rolls over it. So, I'll click once on the rollover state,
06:50 then I'll double-click to select the text frame.
06:55 Select the text inside of it, and use the Swatches panel to set the text fill to purple.
07:02 I'll use this rollover color. Now, let's repeat the process for the Show
07:07 Tiger Lily button. I'll select it, go to the Buttons and
07:12 Forms panel, and set the visibility of the other buttons.
07:16 So, this will show tiger lily, hide blue cliffs jade sea, and hide prism shield.
07:25 I'll click to create a rollover state, then double-click to select the frame.
07:32 Click again to select the text, and use the Swatches panel to select the rollover color.
07:45 And one more time, we'll repeat the process for the last button.
07:51 This one will show blue cliff shade sea, hide tiger lily, and hide prism shield.
07:59 Add a rollover state, select the text, and set the rollover color.
08:11 Okay, let's export to PDF and see how our buttons work.
08:15 I'll press Cmd or Ctrl+E. I'll export it to the desktop, leave my
08:21 default settings and click OK, and let's try out our buttons.
08:29 As I mouse over each one, the color of the text changes.
08:33 And when I click, I see each painting in the portfolio.
08:41 In this movie, we saw some of the things that buttons can do for us by making an
08:44 artist portfolio interactive. Buttons are great tools for adding
08:49 navigation controls and for showing and hiding content in a PDF or SWF.
08:53 You can choose which event triggers a button's actions, and you can also set
08:57 changes in appearance that occur when someone rolls over or clicks on a button.
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Understanding form objects
00:00 With form objects, you can create great looking PDF forms that users can complete
00:04 and submit. You can add text fields people can type
00:07 in, radio buttons, list boxes and combo boxes to offer choices, and even create
00:12 signature fields where users can digitally sign a PDF.
00:17 So let's check out PDF form objects. Here I have a PDF of a college course
00:22 application that was created entirely in InDesign.
00:24 In Adobe Acrobat I can click on highlight existing fields to reveal my form fields.
00:33 So now I can see this isn't just a static document that you'd have to print out and
00:36 complete manually, there are real form fields for every entry.
00:40 So I can click on first name. And I can type in my name.
00:47 Tab over to last name. Tab again and I can press return or enter
00:52 to select male and so on. Also notice that the buttons for male and
00:57 female are related. When I select one, the other is
01:00 automatically deselected. And if I scroll down to the bottom of the
01:04 form, there's even a field to apply a digital signature, plus buttons to print,
01:11 submit and clear the form. Also notice that some of the fields like
01:17 the signature and date are outlined in red in Acrobat.
01:22 This means that these fields are required, and I can't submit this form without
01:25 completing those entries. Okay, now that we've seen what we can
01:29 build, let's take a quick look at how some of these things were created in InDesign.
01:33 If I select the first object, right next to the words First Name and go to the
01:37 Buttons and Forms panel. I can see in the type menu that it's a
01:42 text field and it has the name, first name.
01:46 In the section at the bottom of the panel, called PDF options, I could enter a
01:49 description if I wanted to, which would appear as a tool tip when someone moved
01:52 their cursor over the field, and there are also several attributes I can select like,
01:56 is the form field printable. Is it required do I want to have a assword
02:02 on it and so forth. I can also pick a font size for the text
02:06 that the user types. If I scroll over a bit to the right I can
02:10 see the checkboxes vor male and female but if I select them they're not just
02:15 checkboxes they're actually a radio button.
02:21 That means that they are linked so that only 1 of them can be selected at a time
02:24 the way that you link them is to simply give them the same name.
02:29 Is also both have two appearance states which I can see if I select 1 t a time.
02:35 So I'll select the female and I can see it has a normal on and a normal off for when
02:39 its deselected and same for the male. Down where I can select courses, I have
02:47 what looks like those radio buttons, but these are check boxes.
02:53 These two have on and off appearance states, but each one has a unique name.
02:58 So selecting or deselecting one has no effect on the others.
03:02 I also want to mention the sample buttons and forms library, that you can open from
03:07 the Buttons and Forms panel menu. There are many different kinds of check
03:12 boxes, radio buttons, and fields in here, that you can use as is, or you can adjust
03:15 to your liking. That can be a great time saver instead of
03:19 just starting from scratch all of the time.
03:21 Another thing I want to point out is this object where the person is supposed to
03:24 fill in their state. This is a list box.
03:30 Down at the bottom of the dialogue I see the list items.
03:34 Here's a field where I can add additional items or I can select list items.
03:38 And remove them and I can also drag them up and down to reorder them.
03:44 In addition to the list box there's a related type object called the combo box
03:48 which I can see in the type menu the difference between a list box and the
03:51 combo box is that a combo box is also suppose to allow user input like a text field.
03:58 In addition to allowing the person to choose one or more items from a list.
04:02 Now, I say it's supposed to work that way, because as of this recording, InDesign
04:06 does not properly create combo boxes, and if you want one, you'll need to edit the
04:10 properties of the box in Adobe Acrobat to allow user input.
04:16 Another thing to be aware of when it comes to form objects is tab order.
04:20 Remember when we look at this PDF that I was able to tab nicely from one field to
04:23 the next. Well, if I look in the object menu and
04:27 choose Interactive, Set Tab Order, this is where I can control that tab order.
04:34 I can change the order by dragging items or I can use the move up or move down buttons.
04:43 I'll cancel out, and let's create one form field at the bottom of our form so the
04:47 user can fill in the date. I'll scroll down, and right here.
04:55 Zoom out just a little bit so I can see the whole area.
04:59 I'll take my rectangle frame tool And drag the area where I want to create the form field.
05:07 And for type, I'll choose text field. For name, I'll call it date.
05:13 And under PDF options, I'll want it to be printable, I also want it to be required
05:18 so I'll select that. And I'll leave the other options as is.
05:25 Last, I'll check the tab order to be sure that this field is after the signature field.
05:30 I'll choose Object > Interactive > Set Tab Order.
05:35 Scroll down, and I can see that since Date was created last, it's last in the tab order.
05:41 So I want to move it up a few, to go right under the signature.
05:45 There we go, I'll click OK. Now let's export to pdf and check it out.
05:51 I'll press command or control E, I'll just export to the desktop, and I can click in
05:59 my new form field and use it. It's great to have the ability to create
06:11 well designed PDF forms right in InDesign and with the buttons in Forms panel you
06:15 can create many kinds of form objects (UNKNOWN) control their attributes.
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Understanding multistate objects
00:00 One of the most popular elements in any kind of interactive document is a slide show.
00:05 Slide shows can engage users with simple, highly visual content, and they solve a
00:08 fundamental design problem of how to fit a bunch of large images into one space when
00:12 otherwise you'd have to reduce the size of the images, or spread them out over
00:15 several pages. In many cases the tool of choice for
00:20 creating slide shows is a multi-state object.
00:23 So let's see how they work. This document contains some pieces from an
00:27 artist's portfolio, images of paintings and related captions.
00:31 And there are four in all, stacked on top of one another.
00:35 I'm going to include this portfolio in a project that I published to the iPad with
00:38 the Adobe Digital Publishing Suite. And on this page, I'd like to create a
00:42 slideshow of the paintings so the user can navigate through the slideshow by tapping
00:46 this forward and back buttons. If I open the layers panel, in the images
00:51 layer, I can see that I've named each one of these groups with the name of the painting.
00:58 So each group contains the image and a text frame with a caption.
01:03 The first step to making a multi-state object is to convert all these separate
01:06 objects into one multi-state object. And I can do that by simply selecting them
01:11 all, opening the object states panel, and clicking the button to convert them to a
01:15 multi-state object. Notice how I don't see the stack on my
01:19 page anymore? I just see one object.
01:23 And the object has an icon at the bottom right to indicate that it's a multi-state object.
01:28 And, if I look in the Object States Panel, I can see that each of those groups has
01:31 been converted to a state, and each state has picked up the name that I applied to
01:34 the groups in the Layers Panel. Now, let's give this multi-state object a
01:40 descriptive name, like Slide Show. I can click on each state to view it.
01:47 And when I click on a state, there's an icon on the right side of the panel to
01:51 tell me that I have just this one state selected.
01:56 So if I were to move or scale or transform the content in any way, that
01:59 transformation applies only to this state. I can drill down further by
02:04 double-clicking on an object to select it within the state, and the icon in the
02:07 panel changes to tell me that I have content selected.
02:12 Now, any transformations I do will affect only this object and nothing else in this
02:16 state or any other. If I press escape, or click anywhere on
02:20 the state in the panel, I select the whole state again.
02:25 And then I can click the button in the top right of the panel or press escape again
02:28 to select the entire mutli-state object. Now any transformations I apply will
02:33 happen to all the states. If you want to edit a multi-state object
02:37 by removing one of the states, you have a choice.
02:40 You can either release the objects in that state so they're just regular InDesign
02:44 objects, or you can delete them all together.
02:47 Just right click on a state and chose what you want to do.
02:49 Now I just have a 3 state multistate object.
02:56 I'll undo so I have a 4 state multistate object once again.
02:59 Copy and pasting is also a bit different when you're working with multistate objects.
03:04 If I draw a rectangle and I want to paste it into a state.
03:07 I can't just press Cmd or Ctrl V, even if I had the state selected.
03:13 So here I'll draw a rectangle. I'll cut it to my clipboard.
03:17 Select a state and try to paste it in by pressing Cmd or Ctrl V.
03:21 And it just stays as an independent object.
03:24 So I'll cut it again. Select the multi state object and I have
03:27 to use the controls in the panel. I can click on the Star button to paste
03:32 the object into the selected state or I can click on the button to the right of
03:35 that to create a new state containing just what I have in my clipboard.
03:40 I'm just going to paste the rectangle back into the layout.
03:43 Just so I can show you one more thing you can do.
03:46 If I select the rectangle, and shift click to select my multi-state object, I have
03:49 some new options. On the left, I can click to add the
03:53 rectangle to the currently visible state, or I can click the new button to add the
03:57 rectangle as a new state in this multi-state object.
04:01 Okay now that we've seen some of the ways to create and modify multi state objects.
04:06 Lets finish this slideshow and check it out.
04:09 I'll delete this rectangle since I don't need it.
04:12 And I'll work on my buttons. So first I'll select the Forward button,
04:15 go to the buttons and Forms panel. Click on the plus sign to choose an action.
04:22 and I'll choose Go To Next State. And I'll click on my other triangle.
04:27 And I'll choose the action Go to Previous State.
04:30 And remember we are using the object slideshow.
04:34 Also remember that we are creating this slideshow for DPS.
04:37 So this won't work in an interactive PDF. We'll cover DPS in detail in later movies,
04:42 so for now let's just work on setting up the controls for the slide show, and
04:45 previewing it. To set the controls for the slide show and
04:51 DPS we use the folio overlays panel, which I can open by choosing Window > Folio Overlays.
04:58 If I select my multi-state object. The panel automatically displays the
05:03 slideshow controls. I have options to Autoplay, to play when
05:06 the user taps, to control the cross fade between the images and the speed with
05:10 which it happens, and so forth. I'm just going to leave all of these as
05:16 they are, and click on Preview, Preview on Desktop.
05:20 This I'll build a folio file, and display it in the Content Viewer application.
05:25 And now I can click on the button to go through the slide show and see the
05:31 different paintings. So here we saw an example of an important
05:37 use for multistate objects, which is to create slide shows and other kinds of interactivity.
05:42 For Adobe DPS projects. We saw how to create a multi-state object
05:46 from separate objects, how to understand what you have selected in a multi-state
05:50 object as well as how to add and remove states.
05:54 Truly, multi-state objects are a great way to add interactivity and creativity to a
05:58 DPS project.
05:59
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4. Using Navigation Tools
Using hyperlinks
00:00 Hyperlinks are maybe the most fundamental feature of interactive documents.
00:04 In fact, its hard to imagine an interactive document that doesn't have at
00:07 least a few hyperlinks in it. With InDesign, you can make any text,
00:11 graphics or frames into links to pages or specific locations within a document.
00:17 And to webpages and other destinations outside of your document.
00:21 So, let's take a look at InDesign's hyperlinks features.
00:24 You create and manage hyperlinks in the Hyperlinks panel.
00:28 With text or an object selected, I can click on the Hyperlinks panel and click on
00:32 button at the bottom of the panel to open the new Hyperlink dialogue box.
00:38 Here I can choose what kind link I want, the destination apply character style and
00:42 set other attributes. In the Link 2 menu I can select a URL, I
00:46 can also link to a specific file but in order for this kind of hyper link to work
00:50 the person clicking on it would have to access to that file on their local
00:54 computer or network. And there's also a Folder button you can
01:00 use to choose the location of that file. You can also make a link that creates an
01:05 email message. The next three choices create links to
01:08 contents within documents. You can link to a specific page.
01:13 So, you'd choose the document, the page and the zoom setting.
01:16 You can choose a text anchor. Again, by starting with the document, and
01:20 then selecting from the text anchors that have been created inside that document.
01:24 And lastly, you can pick a shared destination.
01:28 Shared destinations allow you to borrow the hyperlink destinations that have been
01:31 saved in other documents. Be a little careful using this feature.
01:35 It can sometimes cause problems with hyperlinks not working or documents
01:38 opening when you don't want them to, and other things.
01:43 I generally steer clear of shared destinations unless I have a reason to use them.
01:47 Okay, so let's make some hyperlinks. I'll cancel outta here.
01:51 At the bottom left of all my pages, I have this icon and some information on Roux
01:55 Academy that I'd like to make into a hyperlink.
02:00 These are master page items. So, to create a hyperlink that works on
02:03 all pages, I need to set it up on the master page.
02:07 So, I go to the Pages panel. Double click on my N nav master.
02:12 And that's where these objects are. I'll select them.
02:15 And you can see that they're grouped together.
02:18 And I'll go to the Hyperlinks panel. Here, I need to create the source of the hyperlink.
02:23 A hyperlink is made up of two parts, the source that you click on and the
02:26 destination that you go to. So, with the group containing the graphic
02:32 and the text frame selected, I'll go to the URL field and type in rueacademy.com.
02:39 And hit Return or Enter. Now, there are a couple of drawbacks with
02:43 this method. First, you can see that I didn't get an
02:46 opportunity to name the hyperlink. It's just called hyperlink.
02:50 Although if I mouse over it you can see the URL.
02:54 And I can confirm that it's going to the right web page by clicking the Do to
02:57 Destination button at the bottom of the panel.
03:03 A second drawback I can see by editing the hyperlink.
03:06 And I can edit a hyperlink just by double clicking on it in the panel.
03:10 Here, I can see that I created a link to a shared destination.
03:14 And like I said, these can sometimes cause problems.
03:16 So, I'm going to remake this hyperlink a different way.
03:19 I'll cancel out. And undo, so I no longer have any hyperlinks.
03:24 This time, I'll make sure my group is selected.
03:27 And I'll click on the new Hyperlink button.
03:29 I'll link to a url, and type it in here. rueacademy.com.
03:37 (SOUND). And deselect shared hyperlink destination.
03:40 And click OK. I'll test it.
03:44 And it works. I also want to mention an option that you
03:49 can find in the Hyperlinks panel menu called, Convert URLs to Hyperlinks.
03:53 With this feature, InDesign can search the whole document for URLs and convert them
03:58 to hyperlinks. It sounds good but the catch is this
04:02 feature can't distinguish between a valid URL and a simple typo where there's no
04:06 space after a period. So,you might want to avoid this feature or
04:10 at least be very careful when you use it or you may end up creating a bunch of
04:13 bogus hyperlinks in your document that don't lead anywhere.
04:19 So, as we've seen here there are a few different ways to add hyperlinks to your documents.
04:23 You can use text or frames to link to URLs, create email messages and also
04:26 navigate to specific parts of your document.
04:30 Just be aware that some of the hyperlink's features link shared destinations and
04:34 create hyperlinks from URLs don't always work as intended.
04:38
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Using cross-references
00:00 In a previous movie, we saw how you can use InDesign's hyperlinks panel to create
00:04 and manage clickable links between content in your documents.
00:08 And you can also use the hyperlinks panel to create links that are dynamic in
00:12 nature, so when the content on one end changes, the other end can be updated to
00:15 reflect the change. These are called cross-references.
00:20 Let's see how they work. Here I have a college course catalog.
00:24 It's made up mostly of course listings. And at the end, there's a form that
00:31 students can use to fill out and register for courses.
00:35 And each year, the names of the courses might change.
00:38 So, it might be good to have the course names on the form be cross-referenced to
00:42 the names in the listing pages. That way when a course changes, I only
00:46 have to make the change on the listing page and then update the cross-references.
00:52 To illustrate, let's change one of the entries on the form from regular text to a cross-reference.
00:58 I'll work on the one on the bottom of the first column, Animating two-D with Adobe Flash.
01:06 I'll select the text and in the hyperlinks panel, i'll click on the anchor icon to
01:12 create a new cross-reference. I can choose what to link to, either a
01:18 paragraph or a text anchor. I'll choose paragraph.
01:22 And when I do, I see all the paragraph styles in this document.
01:26 If I had other documents open, I could choose them here.
01:30 I'll choose the course name, paragraph style, and now I see all the text that's
01:34 set in that style. I'll choose animating in 2D with Adobe Flash.
01:39 And then I need to pick a cross-reference format.
01:43 Right now, I'm okay with full paragraph but if I wanted a different format, I
01:46 could choose it from the menu or edit them to create a new custom cross-reference format.
01:54 I'll click OK. And I'll use the controls at the bottom of
01:57 the hyperlinks panel to go to the destination.
02:01 This takes me to the original text. So, let's make a change here.
02:05 I'll change it from Adobe Flash to Adobe Edge, then in the hyperlinks panel, I see
02:13 an alert telling me my cross-reference is out of date.
02:20 I'll select it, go back to the source, and then update.
02:28 So, that's one use of cross-references that can certainly help your workflow, but
02:31 how is it interactive? Well, if I export this document to PDF,
02:35 the cross-reference will work as a hyperlink, allowing me to click on the
02:39 entry in the form and jump to the course description; let's try it.
02:45 I'll press Cmc or Ctrl+E to export, I'll choose PDF Interactive.
02:50 I'll just save it on the desktop. And I'll just leave all the settings as
02:54 they are. And here's my PDF.
02:55 I'll zoom it to a hundred percent and maximize the window.
03:07 Now, I'll go down to my form. Here's my cross-reference, I'll click on
03:13 it, and I jump to the course listing. Another nice thing about cross-references
03:21 is, they also work in EPUB exported from InDesign, as well as PDF.
03:26 So, here we saw some of the benefits of working with cross-references.
03:30 First they can save you some work when you're content changes because you only
03:33 have to update a cross-reference to reflect changes elsewhere.
03:38 Second, since there are kind of hyperlink, they automatically become a live link to
03:42 other text in your document when you export it to PDF or EPUB.
03:47
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Using bookmarks
00:00 With bookmarks, you can allow people to jump to any content in a document with a
00:03 click or a tap. And as we'll see in this movie, you can
00:07 create bookmarks manually or InDesign can create them for you, with features like
00:11 the Table of Content. Here I have opened an interactive PDF,
00:15 which you can find in the exercise file with this movie.
00:19 And in Adobe Acrobat or Reader, I can click on the Bookmarks button to reveal
00:24 the bookmarks. So I have bookmarks for each department in
00:27 this course catalog, and, within each department, I have bookmarks for the
00:30 specific courses. So I can click to the departments, or a
00:35 specific course. Also notice that the course bookmarks are
00:39 nested inside each department name. So I can show or hide all the bookmarks
00:43 within a category by clicking the triangles next to the names.
00:48 So let's see where these bookmarks came from in indesign, and how to make more.
00:52 And in this document, I'll start by opening the Bookmarks panel.
00:56 In the panel, I can see that I already have the bookmarks that we just saw in the
00:59 pdf These were created for me automatically by the table of contents
01:02 feature that I show in detail in a different movie.
01:07 Let's take a quick look at the table of contents settings that created these bookmarks.
01:11 I'll choose Layout > Table of Contents. And I see the paragraph styles for the
01:18 different department names and the course name.
01:20 Under Options, I've selected Create PDF Bookmarks, and also notice the levels.
01:28 These are the levels that correspond the the levels of the bookmarks.
01:31 So course name is level two, and the departments are all level one.
01:36 That's what made the courses nest inside the department bookmarks.
01:40 I'll close the dialog box and look back at the Bookmarks panel.
01:44 Here I can edit the bookmarks so I can click and drag.
01:49 First I'll tip open the animation department.
01:51 I'll select a course name, and I can drag it down and move it elsewhere.
01:54 I can also edit the names just by clicking and pausing and typing in a new name if I
01:59 wanted to. And I can delete bookmarks By clicking on
02:02 the trash can. In this case, I'll just leave it be.
02:06 Any changes I make here will be preserved in the PDF.
02:10 And I can even use these bookmarks as a navigation tool inside InDesign.
02:15 I can jump to the destination of a bookmark just by double clicking it here
02:17 in the panel. So let's create a few new bookmarks.
02:22 The first one I'll create is a bookmark to page two where we have our welcome to Roux.
02:28 So I'll jump to page two, deselect any bookmarks, and click on the new bookmark button.
02:35 I'll call it welcome, and drag it to the top.
02:42 I can tell by its icon that this is a bookmark to a page.
02:46 Next, we'll navigate to page 10 and this time I'll select some texts before I
02:49 create the bookmark. I'll select The Campus.
02:55 And click the button to create a new bookmark.
02:58 And when I do that, I get a bookmark to a specific piece of text.
03:01 As noted by the anchor icon here, and it's automatically named for the text that I
03:05 had selected. With this bookmark selected, I can create
03:09 another bookmark, and nest it inside this one.
03:13 So, inside the campus, I'll select 'High-end computers', and create another bookmark.
03:19 Most of these two bookmarks are specific to the text selections I made on this page.
03:25 If I cut this text frame and paste it onto a different page, the bookmarks will not
03:28 travel with it, they'll disappear. If you need to maintain the length that
03:32 you can cut and paste don't make a bookmark to a text selection.
03:36 Instead make a frame first before you make the bookmark.
03:40 One last thing to note. Since most of the bookmarks where created
03:44 by the Table of Contents feature, they will change if items in the TOC change, or
03:47 even if it's just updated and all the content is the same.
03:51 If I go to page 3 where the table of contents is, I'll put my cursor in the
03:55 frame and I'll choose layout Update table of contents.
04:00 Look what happened to my bookmarks. The bookmarks I created manually weren't
04:07 deleted, but they were moved out of order. The welcome is still at the top, but now
04:11 the campus and high-end computers have moved from the end to above my TOC entries.
04:16 And if I select and delete the frame containing the table of contents, all its
04:19 bookmarks will disappear. So it's best to do any customizing of your
04:24 bookmarks after you know your TOC is finalized.
04:28 Bookmarks can be a great feature to add to your interactive PDFs.
04:31 You can create them manually or have the table of contents feature make them for you.
04:35 And no matter how they're created, you can use the Bookmarks panel to edit them.
04:40
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Using a table of contents
00:00 Tables of contents are one of the most useful features in all of InDesign.
00:05 Not only will InDesign allow you to build and update TOC's from any style text in
00:09 your document. It can also create links and bookmarks for
00:13 readers to use to navigate to content in EPUB and PDF.
00:17 So let's see how the TOC feature works to build more interactivity into your documents.
00:22 We'll start by looking at a finished PDF of a college course catalog.
00:26 Here on page 3, there's a table of contents that was built using InDesign's
00:29 TOC features. It lists the different departments, and
00:32 the courses that each department offers. And if I move my cursor over each entry, I
00:36 can see that there are links here. I can click on one to jump to that page.
00:42 Furthermore, if I click on the Bookmarks icon on the left.
00:46 I can see a list of PDF bookmarks that correspond to each entry in the table of contents.
00:51 The TOC feature built both those hyperlinks and the bookmarks with almost
00:55 no extra effort on my part. Now let's switch over to Adobe Digital
00:59 Additions and look at an EPUB of the same catalog.
01:03 Ignore for a moment that this is just a really basic EPUB without images or all
01:07 the text formatting that I'd like to see. What I want to show you here is that if I
01:11 click on the button to display the Navigation panel.
01:15 I have my Table of Contents and the links work just like they did in the PDF.
01:19 And I also have an on page Table of Contents with live links to content.
01:25 So now that you've seen just how nicely a table of contents can function in your
01:28 interactive documents, lets see how it was built.
01:31 I'll switch back to InDesign. And the first step before you can actually
01:35 build the table of contents in InDesign is to consistently style all the text in your
01:39 document that you want to have in the TOC. InDesign builds a TOC by searching for
01:45 texts with certain styles applied to it. So if your text isn't styled properly,
01:50 there's no way you can use it to build the TOC.
01:54 In this document, the things that I want to appear in the TOC are the department
01:57 headings, like animation, and all the course titles.
02:01 If I select the courses, and look at my Paragraph Styles panel.
02:08 I'll see that they're styled with this style, course name.
02:12 And the departments are styled with styles like Department Animation, Department
02:16 Drawing, Department Fashion, Department GD for Graphic Design, and so on.
02:22 You might also notice that I've created TOC versions for the department styles.
02:26 We'll talk about why I did that a little bit later, the second step after you have
02:30 all your text styled, is to go to the Layout menu.
02:34 And either create a new TOC style or simply modify the default.
02:38 Creating a new TOC style is necessary if you want to include more than one TOC in a
02:42 document, and it can also be important, if you are creating EPUBs.
02:47 Where you might want to base the EPUBs TOC on a different InDesign TOC style, than
02:51 the one you used to create the on page, TOC.
02:54 In this case, I'm going to skip the TOC style and go right to the TOC dialogue
02:58 box, by choosing Layout >Table of Contents.
03:02 And here I can see the settings that was used to make the TOCs, we saw in the PDF
03:05 and the EPUB. The title of my TOC is Courses, and it's
03:10 set in a paragraph style called TOC Style. Then in the section called Styles and
03:15 Table of Contents, I told InDesign which styles to look for in this document.
03:20 And to put all the text formatted in those styles into the TOC.
03:24 So, I chose course name, and all the department headings.
03:28 And did you notice how Course name is indented a little bit?
03:31 That has nothing to do with the formatting that will end up in my TOC, but it will
03:35 affect the structure of my PDF Bookmarks and my EPUB Navigation.
03:40 The Coarse name is set to be a level two entry which I can see down here.
03:45 If you don't see that, click the More Options button.
03:49 The department headings are all set to be level one.
03:52 So the course titles will nest inside their respective departments.
03:56 And for each TOC entry, I chose a paragraph style to format the TOC.
04:01 This is what all those department TOC styles were for.
04:04 So, for example, Department Drawing, gets formatted in the TOC as Department Drawing TOC.
04:10 Department Animation, Department Animation TOC, and so on.
04:14 In the Options at the bottom of the dialog box, I want to draw your attention to two items.
04:19 First, Create PDF Bookmarks. If you want bookmarks in a PDF that match
04:24 your TOC entries, this is where you turn those on.
04:28 And second, below that, make text anchor in source paragraph.
04:33 This setting effects EPUB and specifically what it does is make the entries in
04:37 onscreen TOCs into live hyperlinks. If you turn this off, you can still have
04:42 the EPUB's navigational TOC work, but the on-page TOC will just be static text.
04:47 So there you have InDesign's TOC feature. For PDF, you can use it to build nicely
04:53 formatted Tables of Contents with hyperlinks and PDF Bookmarks.
04:57 And for EPUB, you can use the TOC feature for both the navigational TOC, and the
05:02 on-page TOC.
05:04
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Using navigation buttons
00:00 With InDesign's Button tools, you can create navigation buttons that readers can
00:03 use to move through the pages of your document, let's see how.
00:06 Here I have a document that's a college course catalog, which I want to put up on
00:10 a web site as a downloadable pdf, and I'd like to add some navigation buttons at the
00:14 bottom of each page. That readers can use to go through the
00:20 document page by page and also to jump to the table of contents.
00:24 So in order for those buttons to appear in each page, the best place to put them is
00:27 on the master page, that way, I can just place them once and they'll automatically
00:31 be on all the pages that are based on the master.
00:35 In this document, I'm going to put those buttons on the A master because every
00:39 other page is directly based on A or it's based on the B or C masters which are
00:42 based on A. So I'll go to the Pages panel and I'll
00:47 double-click on the A-Master to jump to it.
00:51 And I want my Navigation buttons to always appear on top of the other page items.
00:55 So before I create them, I'll go to the Layers panel and just confirm that I'm on
00:59 the buttons Navigation layer. First, I'll create a button to jump to the
01:03 next page of the document. So I'll select my Polygon tool and click
01:08 and drag. For this button, I want a triangle, so
01:11 this is exactly what I want. But if I were seeing more sides, I could
01:15 just tap the space bar, and use my up, down arrow keys until I had the right
01:18 number of sides. I'll hold Shift to constrain the shape and release.
01:24 Now to rotate it so I have one of the points pointing to the right I'll press my
01:28 V key on my keyboard to get my selection tool and I'll hold the Shift key and drag
01:32 to rotate the triangle 90 degrees. Next, I'll use the Swatches panel to apply
01:38 a fill of a medium dark grey. So I'll target the Fill I'll choose black.
01:44 I'll choose a tint of about 70% and I'll remove the stroke.
01:50 Now, I'll move the triangle into position. Shift drag a corner to scale it down.
01:57 And I'll zoom in a bit so I can see what I'm doing.
02:05 And it's a little big so I'll scale it down a little bit more.
02:09 That looks pretty good. Now hold optional alt and drag, make a
02:13 copy and I'll use the control panel flip button, flip horizontal.
02:20 And move it into position. So now I have two triangles one for going
02:24 forward a page and one for going backward a page.
02:28 And for the Table of Contents button, I'll again hold Option or Alt and drag and to
02:33 convert this triangle to a rectangle. I'll choose Object > Convert Shape > Rectangle.
02:43 I'll grab the top control handle and drag down, and I'll again hold Option or Alt
02:48 plus the Shift key, and drag up until I have a few copies.
02:58 I'll Shift+Click to select them all. Again, Option or Alt drag, but this time
03:03 horizontally, and then I'll grab the left side and reduce the width until they look
03:08 like squares. Then I'll go back to the Object menu and
03:15 choose Convert Shape > Ellipse. I'll shift drag to select my other
03:21 rectangles and group it. And that'll be the basis for my Table of
03:25 Contents button. Now, I'll select the triangle on the
03:28 rights, and use the Buttons and Forms panel to make it into a button.
03:32 I'll click the plus sign next to the word Actions to open the menu and the action I
03:36 want is Go To Next Page. I'll give this button a name, Next Page.
03:47 And I'll make sure I've selected the event on release or tap, that way it's possible
03:50 for this button to work on a tablet. And in the appearance section I can use
03:55 the appearance state to change the look of the button when a user mouses over it or
03:58 clicks on it. I'll select the rollover state.
04:03 and I'll use the swatches panel to change the fill color to paper.
04:07 Now lets repeat the steps for the button to jump back a page.
04:12 I'll select it, go to the Buttons and Forms panel, click on the plus button, and
04:17 this time I'll choose, go to previous page.
04:23 We'll give it a name, Previous page. The event is on release or tap.
04:31 We'll add a rollover state where the fill color changes to paper.
04:36 And for the Table of Contents button, I want the action to be, to go to a specific page.
04:42 So I'll select it and I'll go to the buttons in Forms panel and in the Actions
04:47 menu there is an action Go to page, but notice it's in the SWF Only set of actions
04:51 so this is not going to work in a PDF. Instead what I need to do is make the page
04:58 where the table of contents is a destination And then use the Go To
05:01 Destination action. So I'll press commander control J to jump
05:06 to page 3 where my table of contents is. I'll zoom out and I'll use the hyperlinks
05:14 panel to create a new hyperlink destination.
05:17 For the type I'll choose Page, I'll give it a name Toc, and click OK.
05:25 Now I'll press Command or Ctrl+J again, and press A to jump back to my A Master page.
05:33 Select the object I'm going to convert to a button.
05:37 Use the Buttons Informs panel Chose the action, go to destination and then I'll
05:42 chose the current document, the destination TOC that we just created, and
05:46 I'll leave the zoom at Inherit Zoom. I'll also add a rollover state, so it
05:54 matches the other buttons, change the fill to paper.
06:00 Now let's export to interactive PDF and test our navigation buttons.
06:04 Press command or control e. I'll export this to the desktop and call
06:10 it navigation. Here's my PDF.
06:20 I'll roll over the buttons, see that they change their color.
06:26 And I'll click on them. I can go forward, back, and I can jump to
06:32 the table of contents. Now I should mention that these buttons
06:37 when the PDF is viewed on a computer. But on tablets and other mobile devices,
06:42 PDF reading apps don't always support buttons like these, and the features of
06:46 those apps are always changing. Currently, in an app like PDF Expert, all
06:51 these buttons can be displayed and used as expected, but if I were to view this PDF
06:55 with the iBooks app on iPad, I wouldn't see these buttons at all, and I wouldn't
06:58 be able to use them. With the Adobe Reader app, the Next and
07:04 Previous page buttons don't work, but the Table of Contents button does.
07:08 So, that means in order to have buttons like the Next and Previous page work on
07:12 Adobe Reader and the iPad, you'd need to setup destinations for each page.
07:18 In a document like this course catalogue with only a few pages, that's going to be
07:21 a little boring but it's definitely doable.
07:24 But if your document is 50 or 100 pages long, you probably want to seek out an
07:28 automated solution, or perhaps contact someone with the skills to write a script
07:31 for you. So to sum up, you can make just about any
07:36 InDesign object into a navigation button for moving through the document page by
07:40 page, or jumping to a specific destination.
07:44 And you can also make the button change appearance when it's rolled over or clicked.
07:49 Support for navigation buttons is very good on applications that run on a
07:52 computer, but mobile apps don't always support buttons.
07:55
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Using page transitions
00:00 As you move from page to page in an interactive PDF, the change onscreen is by
00:04 default instantaneous. And most of the time that's what you'd want.
00:09 But if you're using a PDF for a presentation, that change might seem abrupt.
00:14 This is why applications like PowerPoint and Keynote have transition effects you
00:17 can add in between slides. And you can add similar effects between
00:21 pages in InDesign that will appear in interactive PDFs.
00:24 So let's see how to do that. I'll start our look at page transitions
00:29 with this document. Which is used for a presentation on the
00:32 reasons by it's great to study at the Roux Academy of Art, Media, and Design.
00:37 Right now there are no transitions between pages, but I can add them in either the
00:40 Pages panel, or the Page Transitions panel.
00:44 Let's look at the Pages panel first. I'll go to the Panel menu, and choose Page
00:50 Attributes > Page transitions > Choose. This opens the Page Transitions dialog box.
00:58 Here I can see 12 different types of page transitions.
01:01 And as I move my cursor over them, I get a preview of each effect.
01:08 When I find one I like, I can click on its name to select it.
01:11 I'll click on Fade. By default, the apply to all spreads
01:15 option is selected. So, if right now I click OK, the fade
01:18 transition will be applied between all the pages in my document.
01:23 But since I want to show you some different transitions in the file I export
01:26 from this document, I'll deselect Apply To All Spreads, and then click OK.
01:32 Now, in the Pages panel, there's an icon to the right of the first page.
01:36 This indicates there's a transition that has been added after that page.
01:39 And if I right click on that icon, I get a menu where I can reopen the dialog box to
01:43 choose a different transition. I can edit the current transition, or I
01:48 can remove it by choosing Clear Page Transition.
01:51 I'll choose Edit. This opens the Page Transitions panel, and
01:56 here I have a Transition menu, so I could choose a different transition or none at all.
02:02 And I can also control attributes like a direction and speed for some of the transitions.
02:08 So if I change from Fade to Push, now I can choose a direction for the push and
02:12 the speed, slow, medium or fast. And I also have a preview in the panel.
02:20 If I like a transition, I can apply it to all the pages in the document by clicking
02:23 on the button at the bottom of the panel. To compare some different transition
02:27 effects in this document, Let's apply a different kind after each page, and then
02:31 we'll preview them with the SWF Preview panel.
02:35 So, I'll select each page one by one and then apply a transition to it.
02:42 I'll skip the Page Turn transition, because that only works in SWF output.
02:46 It won't work if you just export to PDF. Okay, now let's preview the document by
02:55 pressing Cmd+Shift+Option+Return, or Ctrl+Shift+Alt+Enter.
02:59 This opens the SWF Preview panel, and previews the entire document.
03:05 When I use the navigation buttons, I can see each of my transitions.
03:11 Now there's one thing I want to mention about the SWF Preview panel.
03:14 If you're trying to use it to preview transitions and they're not working, there
03:17 are a couple of things you can check. First make sure you're previewing the
03:21 entire document and not just one page. You should see the last button in the
03:25 bottom right selected, Preview Document Mode.
03:28 If you're previewing just a single page, you won't see any transitions.
03:32 Another thing to check is in the Panel menu.
03:37 Choose Edit Preview Settings and in the General options, first make sure that
03:41 background paper color is selected. If you have transparent selected, you wont
03:47 get transitions. Second, in the Page Transitions menu,
03:51 choose From Document. If another choice is made here, it will
03:55 override what you set in the Pages or Page Transitions panel.
04:00 Now let's export to PDF and see our finished transitions.
04:03 I'll press Cmd or Ctrl+E. Choose Format PDF Interactive, click Save,
04:10 and in the Export Interactive PDF dialogue box.
04:14 In the Presentation options, I can set the document to open in full screen mode.
04:21 And since transitions will only be visible in my PDF when it's viewed in full screen
04:25 mode, I'll make sure that's selected. I also have a Page Transitions menu where
04:29 I can remove all the transitions. Or override them again.
04:32 I'll make sure it's set to From Document and click OK.
04:37 My PDF opens in Adobe Acrobat on this computer, and I can just click through the
04:43 pages to navigate through the document and see my transitions.
04:50 So, here we saw how to use the Pages panel and the Page Transitions panel to create
04:55 and modify transition effects between pages and an interactive PDF presentation.
05:01 We also saw how to preview them with the SWF Preview panel.
05:04 And a few things to check in the Panel menu if you're not seeing the transitions
05:07 you expect.
05:08
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5. Multimedia Tools
Understanding media formats
00:00 Since InDesign is primarely a page layout tool, with its origins in print production
00:04 you might be surprised to know that its offered support for playing audio and
00:07 video all the way back to CS2 days. And now you can export InDesign files as
00:13 PDFs, SWFs, EPUBs and mobile apps, with embedded or streaming video and audio.
00:19 So, let's take a look at the details of InDesign's media support, and some best practices.
00:25 The first thing to know when it comes to working with media in InDesign, is which
00:29 formats are supported for placing and output.
00:33 When it comes to putting audio in your InDesign documents, you should use MP3 format.
00:38 If you have audio in other formats, you can use iTunes or Mac or Windows to
00:42 convert to MP3. For video, you can place files in Flash
00:47 Video format, FLV and F4V files, H.264 encoded files like MP4s and M4Vs, and SWF files.
00:57 Of those formats, the recommended best practice, is to use the H.264 encoded files.
01:03 Because they're fully supported within InDesign, so you get to use all the
01:05 controls in the media panel. And they're supported on Apple's iOS
01:10 devices, so your video can be viewed on an iPad.
01:14 Another best practice when you're planning to embed video in your projects, is to
01:17 keep the file size down as much as possible.
01:20 By trimming clips to the length you intend viewers to see, and choosing a size that's
01:24 appropriate for your output. Do these tasks before you bring the video
01:29 into InDesign. Common sizes like 400 by 300 and 640 by
01:33 360 often work well. If you're planning to publish to the iPad,
01:38 and you want full screen video, make it 10 24 pixels wide.
01:43 When you need to convert or edit video, you can use applications like Adobe Media
01:46 Encoder, available with a creative cloud subscription, or the open source
01:50 application, Handbrake, to convert video to different formats, to change the
01:54 cropping, aspect ration, frame rate, and compression level.
02:00 The goal is to find the right mix of file size and video quality.
02:04 Obviously, you want your video to look as good as possible, but not at the expense
02:07 of creating huge files that are slow to transfer and load.
02:12 So let's take a quick look at how to use Adobe Media Encoder CC to convert video formats.
02:18 Here in the Finder, I have a video that's in H264 encoded, Quick Time format with
02:22 the extension MOV. I can see that it's pretty large, in fact,
02:26 over 105 megabytes. In fact, it's so large that it won't be
02:30 included in the exercise files for this course, so don't worry when you don't see
02:33 it in the folder for this movie. So let's bring this file into Adobe media encoder.
02:41 I'll just grab it and switch over to media encoder, and I can drop it in here on the
02:45 left side into the queue. If I hover my cursor over the video, I can
02:51 see it's specs. The size is 640x360, and it plays at 30
02:55 frames per second. I also have popup menus where I can pick
03:00 formats and other settings. I'll use the preset menu to choose my
03:05 output format. I'll choose Apple TV, ipad, iphone 3G, and
03:10 newer 360p widescreen. This'll preserve the 640 by 360 screen
03:15 size, but it will still reduce the file size significantly; and, very important to
03:20 me, it'll work on an iPad. Also, if I want to change output file
03:25 settings, like the location or the file name, I can click the output file, and
03:29 change it here. In this case, I'll save it as Rue, and
03:33 save it on the desktop. Then I just click the Play button, to
03:38 start the conversion. I can see the progress down below.
03:47 And when it's done the Format and Preset menus are grayed out, and I can click the
03:51 output file path, to get at my file. And you can see we've really reduced the
03:57 file size, going from 105 megabytes, down to just over 13.
04:01 I'll hit the space bar on my keyboard to preview.
04:08 And the file looks good. So to sum up, when working with media in
04:13 interactive documents its important to understand which formats to use, so your
04:18 media will look good and function on devices like Ipads.
04:23 Remember to use the H264 encoded video in mp4 format and use mp3's for audio.
04:28 Also for best results, crop and trim your videos and make the file sizes as small as possible.
04:34
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Using the Media panel
00:00 Video can help to make your interactive documents more engaging in ways that no
00:04 other content can match. And the good news is placing videos into
00:07 your InDesign documents is no harder than placing a photograph.
00:11 Plus you can use the Media panel to control the appearance and playback of
00:14 your video, and preview how it looks. So let's take a look at the controls
00:19 inside the Media panel. Here in my InDesign document I have a page
00:23 where I'd like to add a video. To place the video in my layout I can just
00:27 choose File place or I can use the Media panel.
00:31 So, I'll open the Media panel, down at the bottom there's a button I can click to
00:35 place a video so, I'll go to the Links folder inside the Exercise files.
00:41 Scroll down. And I'll choose roux.mp4.
00:44 And click Open. I get a loaded cursor.
00:50 I'll just click in my layout, and place the video.
00:53 Now at the top of the Media panel, I have a preview of the video I can play.
00:58 And I can see it's two minutes and 22 seconds long.
01:01 I can turn the audio on or off. (MUSIC).
01:08 And I can drag the scrubber bar around to jump to a different part of the video.
01:16 I also have options I can set, including one to make the video start playing as
01:19 soon as the page is viewed. And I can make it loop, but notice that
01:24 this control doesn't work in interactive PDF.
01:27 Also notice on the page, the frame containing the video is black, just like
01:30 the first frame of the movie. If I want something a little more
01:33 appealing than a big, black rectangle on my page, I can use the poster settings.
01:38 I can choose none to make the video not appear until it starts playing.
01:42 I can choose Standard to have a little film icon, I can choose Image to select a
01:47 photo as the poster, or I can choose From Current Frame, and with this, I can pick
01:52 any frame from the movie as the poster. So, I can either play the movie or drag
01:59 the controller until I see a frame I'd like to use as the poster.
02:03 I think I saw one back at about nine seconds.
02:07 So go around there and then I'll click the button on the right side to set the poster.
02:14 The next menu gives me a bunch of options for choosing a controller.
02:17 I can have a controller with all the options per play, stop, seek, mute,
02:21 caption and so on. With Skin Overall, or I can select a
02:25 subset of these controls. I'll choose a really basic one like Skin Overplay.
02:30 This is just a Play, Pause button. And I'll also select Show Controller on
02:35 Roll over, so it's only visible when someone mouses over it.
02:39 Now I can't preview what the controller looks like here in the Media panel, but I
02:42 can do that in the Swift Preview panel. So to preview this page, I'll press the
02:47 short cut Cmd+Shift+Return, or Ctrl+Shift+Enter.
02:50 And I can click the video to play it. (MUSIC).
02:56 When I move my cursor away, the controller goes away (MUSIC) and when I move it back,
03:01 the controller comes back. And I can play and pause the video.
03:06 I'll close the Preview panel, and go back to the Media panel.
03:10 Another thing I can do in the Media panel is to set navigation points in the video
03:14 that someone can jump to just by clicking a button.
03:17 So in the Media panel I'll drag the controller to about 24 seconds and under
03:21 navigation points I'll click the Plus sign.
03:26 I'll give it a name, quote, because this is where one of the inspiration quotes
03:30 about Roux Academy appears. Now in order for someone to play the video
03:35 from this point I have to create a button. We'll cover buttons more in other movies.
03:39 But for now let's just quickly create one to test our navigation point.
03:43 I'll drag out a rectangle. And use the Swatches panel to give it a fill.
03:53 And in the Buttons and Forms panel, I'll click actions, the Plus sign, and choose Video.
04:02 Here's our video, Roux.mp4, the option will be Play From Navigation Point.
04:07 And the point that we just created is here, Quote.
04:11 Now let's click the Swift Preview button at the bottom of the panel, to test our button.
04:20 (MUSIC). And the video plays from that point.
04:25 Okay, let's go back to the media panel for a couple more things to note.
04:30 I'll select my video. I have two other controls at the bottom
04:33 for placing a video from a URL, and PDF options.
04:38 First, let's take a look at the PDF options.
04:40 I'll click that button. In this dialog box, I can set a
04:43 description for use when the video can't be played or for visually impaired users.
04:48 And the other control here allow me to set the video to play in a floating window,
04:52 where I can choose the size and position. Alright let's check out that option to
04:59 place a video from an URL. I'll go to the next page in my document,
05:04 and first I have to have a frame selected, so I'll just grab my Rectangle Frame tool
05:07 and again just drag out a frame. I'm not going to care too much about
05:12 exactly what size it is right now, and I'll take my type tool and I'll select
05:16 this URL where I know there's a streaming video I can link to.
05:23 Copy that to my clipboard. Select my frame and go back to the Media panel.
05:30 I'll click the button to Place Video from URL.
05:33 I'll paste it in and notice that the video must be compliant with the flash player.
05:39 I'll click OK, and the video is placed. Now I can use the controls in the Media
05:44 panel, just like the other video we placed in this document.
05:50 Now the other thing worth noting here, is that it doesn't matter how I crop these
05:53 videos with the frames on the page in InDesign, in all cases the entire video
05:56 will be displayed in the output. That's why I didn't care too much about
06:01 how I drew this frame here. Lets export to interactive PDF and check
06:05 out our movies. I'll just call the file Video and put it
06:10 on the desktop and this dialog box basically tells me that the entire video
06:14 will be displayed in my PDF. It won't be cropped inside the frames I
06:19 put on the page in InDesign. I'll click OK, and can click to Play My Movie.
06:27 I can use my controls. I can use my button.
06:38 And on the next page, we'll check out our streaming video (MUSIC) which also plays.
06:47 In this movie, we took a look at how to use InDesign's Media panel.
06:51 As long as you stick to the recommended formats for video, you'll have full access
06:54 to the options in the Media panel to control the display of your video and your output.
06:59 You can also use the Swift Preview panel to preview the various controllers you can
07:02 add to your videos. And you can add navigation points and
07:06 buttons to let viewers jump to specific parts of a video.
07:09
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Using the Animation panel
00:00 With InDesign's animation panel, you can make objects move, change size, position,
00:04 or visibility. Unfortunately, since InDesign's animation
00:08 tools are based on Flash, there aren't many file formats that support these animations.
00:13 Basically, you're limited to exporting a SWF file.
00:16 InDesign's animations won't work if you directly export them to an interactive PDF.
00:21 And they won't work in ePub or DPS projects, either.
00:25 Still, if you need SWF output, InDesign's animations will work and they can add a
00:28 lot of interactivity and visual interest to your documents.
00:32 So let's take a look at InDesign's Animation panel.
00:36 And I'll select the text frame with the artist's name and the little ornament on it.
00:41 This icon with the three circles on the frame tells me that animation has been applied.
00:45 And in the panel, I can see that this animation has been named Artist.
00:48 And it uses the preset, Fade In. If I move my cursor over the butterfly
00:53 logo, I can see a preview of the fade in. In the Preset menu, I have a list of all
00:59 the animation presets that InDesign offers.
01:03 And there's also a choice, None at the top, that I can use to remove an animation
01:06 or clicking on the trash can at the bottom of the panel accomplishes the same thing.
01:12 Next we have the event or events that will trigger an animation.
01:16 Note that without an event to trigger it an animation won't play.
01:20 There are five events that can trigger an animation.
01:23 On page load, when the page is loaded into the Window, on Page Click, when the user
01:27 clicks anywhere on the page. On Click Self, when the user clicks on the object.
01:34 On Roll Over Self, when the user rolls a cursor over the object.
01:39 And On Button Event, which is currently grayed out, because I don't have a button
01:42 triggering this animation. I can create a button trigger using the
01:46 control just to the right of the event menu.
01:49 So let's try that out. Below the author's name, I have a simple
01:52 InDesign frame over here that I'll convert into a button.
01:56 With the animation selected in the layout, I'll click Create Button Trigger and my
02:00 cursor becomes a target. And I can just click on the frame to make
02:04 it the button trigger for the animation. When I do that, the Buttons and Forms
02:09 panel opens up. So I can check and customize any of the settings.
02:13 I should give it a descriptive name like Show Artist.
02:20 I can see that on the Event, On Release or Tap, the animation artist will play.
02:24 And if I check the options menu I can see the other things the button can do with animation.
02:29 It can play it, stop it, pause it, resume it, play backwards, stop all animations.
02:36 Another thing that's key to understand about events is that you can have more
02:39 than one event trigger an animation. This can actually trip you up if you're
02:43 not paying close attention but the animation selected and looking at the
02:46 Animation panel. Under events, I can see that there are two
02:51 events listed, On Roll Over Self, and On Release.
02:54 So right now, the fade in of the artist's name will be triggered by both of those things.
03:00 To remove the rollover event, I can just simply select it from the menu.
03:06 Now the only thing that will trigger the fade in is our button.
03:08 Alright, let's preview it. We'll click the button at the bottom of
03:13 the panel, tap the button, and the artist's name fades in.
03:18 Now I'll close the SWF preview panel and look at some of the other controls in the
03:21 Animation panel. Duration is just how long the animation
03:26 takes from start to finish. I can use play settings to set a specific
03:30 number of times an animation will play or I can set it to loop continuously.
03:35 Speed can be a little confusing, speed isn't actually how fast the animation
03:39 plays, that's controlled by the duration. Speed actually means the change in the
03:45 speed, which is also sometimes called easing.
03:48 Many of the animation presets have easing built into them, which you can turn off by
03:52 choosing None. Or you can have an animation ease in to
03:56 make it go slower at the start, or ease out to make it slow down at the end, or both.
04:04 In the Properties section, the first choice is Animate, and there are three
04:07 options here. From current appearance to current
04:11 appearance and to current location. This can also be a little tricky.
04:15 So lets go over them. From current appearance means use the
04:18 objects current appearance as the start of the animation.
04:22 To current appearance means to use the objects current appearance at the end of
04:25 the animation so this is the opposite of from current appearance.
04:30 To current location, tells InDesign to use the object's current appearance as the
04:33 starting point in its current location as the end point in the animation.
04:39 Let's take a look at each of these options so you can see what I'm talking about.
04:42 I'll go to the next page of my document. Here I have three black squares, each one
04:48 has been animated with a preset, move and scale, move left and grow.
04:53 And the animations will happen on page click.
04:56 The top square is set to animate from current appearance and it has the green
04:59 arrow indicating it's going to move left. The second square, is set to animate two
05:05 current appearance. Notice the motion path is in the same
05:08 place but now the arrowhead points to the right in the middle of the object.
05:13 So it's going to start on the left and move to where it is right now.
05:18 The third square is set to animate to current location.
05:21 Now the motion path is on the other side of the square and the arrow's pointing left.
05:25 So the square's going to move left but now it's going to start out over here and end
05:28 at it's current location. Okay I'll press Cmd+Shift+Return or
05:33 Ctrl+Shit+Enter to preview those animations.
05:37 So from current appearance, to current appearance, and to current location.
05:42 Those options are the trickiest ones to master in all the animation controls, so
05:46 if you can understand them, the rest of the controls are pretty straight forward.
05:51 Again, I'll close the preview panel and go back to the Animation panel.
05:55 And look at the rest of the options. So I can apply a rotation to make an
05:59 object turn, I can also change its scale, and I can set a point of origin for those transformations.
06:07 I can use the Opacity menu to make an object fade in or out.
06:12 And finally, the visibility settings let me hide an object before and after the
06:16 animation plays. And at the bottom of the panel, I have a
06:19 button I can click to preview the spread in the Swift Preview panel.
06:24 Next to that, I have a control for showing the animation proxy, which is a great
06:27 preview of the opposite end of the animation.
06:30 So if I select my three rectangles one at a time, I can see that the top one is
06:34 going to start out here and move left. The middle one is going to start big on
06:40 the left side, and shrink and move right. And the bottom one's going to start out on
06:45 the right and move left, but notice there's no proxy over here to show me the
06:48 change in size. I also have a button to open the timing
06:52 panel at the bottom of the animation panel.
06:55 We'll cover the details of using the timing panel in a later movie.
06:59 And finally I have a control converting a path to a motion path.
07:03 To see what that does, I 'll delete the bottom two squares and remove the
07:06 animation applied to the top square by clicking on the trash can.
07:10 Now I'll take my Pen tool, and click three times, to draw a zigzag path.
07:20 I'll select both the square and the path. Click on the button to create a motion path.
07:26 I'll actually make it last a little bit longer.
07:28 We'll set the duration to five seconds and preview.
07:36 So you can see the square follow the path that I drew.
07:39 So that concludes our tour of the Animation panel.
07:42 You can create some really fun and interesting effects with it.
07:45 Just remember that the animations that you create with this panel are really intended
07:49 for SWF output only.
07:51
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Using the Timing panel
00:00 When you're working with animations, you'll often find you need to exert some
00:03 control over their order and timing. For that, you can use the Timing panel,
00:07 let's see how it works. Here I have a page that could be used in a
00:11 presentation, and it's a list of the eight reasons it's great to study at the Roux Academy.
00:17 And I'd like to animate this list, so the reasons appear one at a time in sequence.
00:21 For that they need to separate objects, which is why I have eight separate text
00:25 frames here, instead of just one. With all the frames selected, I'll open my
00:30 Animation panel and I'll just a preset Fade In.
00:35 I'll preview and the reasons fade in but I have a couple of problems here.
00:46 State of the art facilities and world class teaching come in last.
00:51 Well, why is that? InDesign isn't using the arrangement of
00:53 frames on the page to set the order of animations.
00:57 It's using the order in which these frames were created.
01:00 And when I made this list, I forgot World-Class Teaching and State-of-the-Art
01:04 Facilities, so I added those last and moved them into position on the page.
01:09 The problem for my animation is that In Design still knows that these were the
01:12 last frames created, so they fade in last. To fix this, I'll use the Timing panel,
01:18 I'll close the Swift preview, open the Timing panel and here I can see a list of
01:22 my animations in the sequence that they'll play.
01:26 And sure enough, State-of-the-Art Facilities and World-Class Teaching are last.
01:31 So, to fix them I'll just drag them in place where I want them.
01:34 I want World-Class Teaching first and State-of-the-Art Facilities fourth.
01:41 And I'll preview again. And the order is correct this time.
01:50 This idea of timing being set initially by the order in which objects were created,
01:54 is important to remember since you can disrupt the time of your animations by
01:57 doing things like cutting and pasting objects.
02:02 For example, if I cut the frame containing Inter-Disciplinary Study and just paste it
02:06 in place, it looks the same on the page, but check out the Timing panel.
02:13 It's now last. So, I have to fix that by dragging it back
02:17 where it belongs. Another useful thing you can do with the
02:21 Timing panel is set delays. So, if I were using this page in a slide
02:24 presentation and talking over these points as they appeared, I'd want to slow them down.
02:30 To do that, I can first select them in the Timing panel, and then I can apply a delay.
02:35 So, I'll click and then Shift+click at the end to select all of my animations.
02:40 And then I can use the Delay menu to add a one second delay in between the animations.
02:45 I'll preview again and now the animations are spaced out a little bit more.
02:56 Another thing you can do with the Timing panel, is to link animations so they play together.
03:01 So, if I wanted these list items to appear in pairs rather than one by one, I can go
03:04 back to the Timing panel. I'll remove the delay, and now I can
03:10 select the animations that I want to play together.
03:14 So, I'll just Shift+click on the first two and I'll click the button at the bottom of
03:18 the panel to play together. Repeat the process, and preview.
03:26 And now they appear in pairs. Here we saw how to use the Timing panel to
03:33 make a sequence of animations play in the order that we wanted.
03:37 And we also saw how to link animations, so they play at the same time.
03:40 And how to further control the timing of animations with delays.
03:45
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Adding HTML animation from Adobe Edge
00:00 InDesign has built in tools for animating content.
00:03 Unfortunately, the animations you can create with these tools are based on Flash technology.
00:08 So, they won't work in most kinds of interactive output or on mobile devices
00:12 like iPad. But you can use a separate application
00:16 called Adobe Edge Animate to create animations, then bring them into InDesign
00:20 and use them in Epubs and Adobe DPS projects.
00:24 So, let's take a look at Adobe Edge Animate.
00:27 Adobe has created resources for learning Edge Animate including sample files you
00:31 can download and experiment with like these.
00:35 Here's an interactive content rotator, a game, an interactive infographic and
00:39 another game. Let's view the info graphic.
00:45 So, when I mouse over a continent, I see its name and I can click to view some
00:51 data, all with some nice animations. I'll close it and go back to the initial view.
01:03 Now, for an example, I've used the link above this page to download the
01:08 Infographic File, and I've opened it in Edge Animate.
01:12 So, let's see how to publish this in a format that we can place in InDesign, and
01:15 then preview it. You can see right away that Edge has lots
01:19 of tools for creating animations. Including a stage, and timeline and
01:23 several other panels for managing assets and actions.
01:28 Since this project has already been pretty much completed, all we're going to do here
01:31 is publish it in a format that we can place in In Design.
01:34 The first thing I'll do is set a poster image.
01:37 That's the static image that will appear on the page before the animation starts.
01:42 Over on the left side, there's a Properties panel and then that, there's a
01:45 place where I can create a poster image. I'll click on the Camera and click on Capture.
01:53 Now, what was on the stage has been captured as a static image.
01:57 Now, I'll click on publish settings, I'll select the middle choice, Animate
02:01 Deployment Package, I'll click on it. And here I can set a target directory.
02:08 Right now it's going to go to my desktop, and a published name.
02:11 I'll select Infographic and click Publish. Now, I can switch over to InDesign and
02:19 press Cmd or Ctrl+D to place the edge animate file.
02:26 I'll click in My Document and there it is. So, what I'm seeing right now is the
02:31 poster image that we created. To see the animation and interactivity, I
02:35 need to preview this file on an iPad or using the Adobe content viewer on my desktop.
02:41 I'll use the content viewer. So, I'll go to my Folio Builder panel and
02:46 Chose preview, Preview on Desktop. Here's the poster and I can click.
02:58 And now I see the same kind of animation and interactivity I saw on the web.
03:05 So, when it comes to animation, Adobe Edge will give you more publishing options than
03:09 InDesign's built-in tools. Of course, this means you have to learn a
03:13 separate application, but once you do, the process of bringing an Edge file into
03:17 InDesign and publishing it is very straightforward.
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6. Tools for Creating Digital Publishing Apps
Understanding the Digital Publishing Suite
00:00 The Digital Publishing Suite or DPS for short, is Adobe's solution for publishing
00:05 InDesign documents to mobile devices like Apple's iPad, Amazon's Kindle Fire, and
00:09 other Android tablets. DPS allows you to take your InDesign
00:14 layouts and add interactivity to them, and then share them or publish them
00:17 commercially, either as an individual app or bundle together on a muli-issue app.
00:24 In terms of cost, the basic DPS tools in InDesign are included with the application.
00:30 So, there's no extra cost associated with creating and sharing DPS projects with
00:33 other people. However, there can be additional cost
00:37 associated with publishing your project as an app.
00:40 You can publish your single app for iPad only to the Apple App Store, for a
00:44 one-time fee of $395 as of the time of this recording.
00:49 If you're a paid Creative Cloud subscriber, you can create an unlimited
00:53 number of single-issue apps for the iPad at no extra cost.
00:57 If you're going to be making a large number of DPS apps, or you want to publish
01:00 them to both Apple and Android devices, you need a Professional Edition
01:04 subscription in which you pay Adobe a monthly or annual platform fee plus a
01:07 small fee for each download. With a Professional Edition subscription
01:14 you can create an unlimited number of apps for both iPad and Android devices.
01:19 And for high-end customers Adobe offers an Enterprise Edition which allows large
01:23 companies even more flexibility to create unique branded apps.
01:28 For up-to-date information on features and pricing, check out the DPS family page on adobe.com.
01:34 Now let's talk a little bit about what a DPS publication actually is, and what you
01:38 can do with it. In a DPS publication your InDesign layout
01:41 is essentially rendered as a background image, either in PDF or a purely
01:45 pixel-based format. Like JPEG or PNG, and on top of the
01:49 background image, you add interactive overlays.
01:54 These overlays can contain hyperlinks, slideshows, audio and video, 360 degree
01:58 panoramas, web content, and more. So, you get to preserve the look of your
02:04 InDesign layout, while adding all kinds of interactivity to it.
02:07 In the DPS workflow, the basic unit of publication is called a Folio.
02:12 A Folio is often an issue of a magazine, although it can also be a separate one off publication.
02:17 There are two DPS panels inside InDesign, the Folio overlays panel, for adding
02:21 interactive overlays, and the Folio Builder, for creating creating Folios,
02:25 adding InDesign layouts to Folios and uploading them to Adobe's acrobat.com
02:29 servers, where you can complete the steps for sharing your app or publishing it to
02:33 the app store. DPS tools also include a separate
02:38 application called the Content Viewer, which allows you to preview you work
02:42 locally before you upload it. Although, it's definitely recommended that
02:47 you test your publication on a mobile device, to see how it would really look
02:50 and act for your readers. Okay, that was a quick overview of what
02:54 DPS publications are, and the workflow inside InDesign.
02:58 In the next movie, we'll look at how to create a DPS project in InDesign, using
03:02 the Folio Builder panel.
03:04
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Using the Folio Builder panel
00:00 In the DPS workflow, a folio is the basic unit of production, and folios are
00:04 composed of one or more articles. In InDesign, you use the folio builder
00:09 panel to create folios and add articles to them.
00:12 You can open it by choosing Window, Folio Builder and you don't have to have any
00:17 InDesign documents open to see the folios you've created.
00:21 Folios can either be locally stored on your computer, or they can be in the cloud
00:26 at Acrobat.com. They can also be shared with others or be private.
00:31 And the Folio Builder panel can be configured to show you any of these
00:34 categories of folios or all of them. Right now, my panel's just showing me one
00:39 local folio here. And that's because I'm not signed in.
00:42 So, I'm going to sign in using the panel menu, using my Adobe id, and now the panel
00:52 indicates that I'm signed in with a filled in circle up here.
01:06 And I can see the folios I've previously created and uploaded to the cloud.
01:11 I can hover over each one and get some info about it.
01:16 And I can see this one has been shared. And I also have the document sizes.
01:20 In each case it's 1024 by 768 here. When I select a folio, I get different
01:26 choices in the panel menu. So I can rename the folio, I can add
01:32 content to it by choosing Import Article, Add Article, or Import HTML Resources.
01:39 And I can define properties. So I can give it a publication name,
01:43 choose a viewer version compatibility, a size, and cover previews.
01:49 And for local folios, I can upload them to the cloud.
01:52 For folios already in the cloud, I can share them.
02:01 I can double click on a folio name, to see the articles in that folio and at the
02:05 bottom of the panels, are buttons to import articles or to add the current End
02:10 Design document, as an article and if I double click on an article, I can see the
02:14 layouts in that article. DPS projects can be either single or dual
02:21 orientation, and you can see here that this is a dual orientation project with
02:25 both landscape and portrait layouts. I can click the arrow on the left to go
02:31 back to the articles level and again to go back to the folio level.
02:34 Okay, so let's create a new folio with some articles and add some in design layouts.
02:39 Our folio will contain the course catalog from the Roux Academy, and the document
02:43 showing the eight reasons it's great to study at Roux, the two InDesign documents
02:46 that I currently have open. So at the folio level, I'll click the new
02:52 folio button, and I'll call this Roux Academy 2013.
02:57 The target devices is an Apple iPad. It's going to be a duel orientation folio,
03:01 and I'll leave the default format at PDF. Which will give me a sharper image and
03:07 smaller file sizes in many cases and I'll add the cover preview images, you'll find
03:12 these in the links folder inside the exercise files.
03:17 So RouxCatalog-cover-V.jpeg. (SOUND) And Roux Catalog-cover-H.jpg and
03:27 we'll click OK and the folio is created but note that it doesn't have any content yet.
03:34 So, I'm prompted to add an article. I'll add the Open End Design document.
03:39 I'll call it Catalog. And click OK.
03:41 And it can sometimes take quite a while to create an article, depending on the
03:46 complexity of the layout. Okay, the catalog article has been added,
03:50 now let's add the reasons article. I'll switch to that InDesign document, and
03:55 click Add Open InDesign Document, and we'll call this one Reasons.
03:59 Click OK. Okay, with both my articles added to the
04:04 folio, I'll click the arrow at the top of the panel to go back to the folio view and
04:08 at the bottom of the panel I'll click Preview, Preview on Desktop.
04:17 And the Adobe content viewer app opens, and I can use the View menu to zoom in or
04:22 out and I can switch between landscape and portrait views because this is a dual
04:27 orientation folio. I can scroll through the catalog using my
04:32 mouse or keys. And where I have interactive overlays,
04:36 like this scrollable content, I can preview them.
04:40 I'll scroll all the way to the bottom or even have a video I can play.
04:47 (SOUND) So here we've taken a quick look at the controls and the Folio Builder
04:51 panel, and seeing how to use them to create and view folios, add articles, and
04:55 then preview them on the desktop with the Adobe Content View application.
05:01 Next we'll take a look at how to use the other DPS panel in InDesign, the Folio
05:05 Overlays panel, to add some interactivity.
05:08
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Creating folio overlays
00:00 Overlays are the interactive elements in DPS projects.
00:04 They're called overlays because when you add an InDesign layout to a DPS project,
00:08 all the non-interactive items are converted to background images.
00:12 And the interactive overlays sit on top of the background images of each page.
00:17 To create and manage overlays, you use a panel called the Folio Overlays panel.
00:22 Which I can open by choosing Window > Folio Overlays.
00:25 And there are eight kinds of interactive overlays.
00:30 So, we have hyperlinks, slideshows, image sequences, audio and video, panoramas, web
00:38 content pan and zoom, and scrollable frames.
00:44 For some overlays, you create or place objects in InDesign and then use the Folio
00:48 Overlays panel to edit them. The overlays that work this way are
00:53 hyperlinks, slideshows, audio and video, pan and zoom and scrollable frames.
00:59 For the other three kinds of overlays ,the image sequences, panoramas and web
01:04 content, you have to first draw an empty rectangle.
01:08 And then use the Folio Overlays panel to place content into that frame.
01:13 So, let's take a look at a couple different kinds of overlays, slideshows,
01:16 and hyperlinks. In this document, I've set up a
01:19 multi-state object, with the images that I want to display in a slideshow.
01:23 And if I look in the Object States panel, I can see that it's called slideshow and
01:28 that it has eight states. And I can click through to see them.
01:35 I've also created buttons to play this slideshow, that's these two black arrows
01:38 up at the top. And if I open the Buttons and Forms panel,
01:43 I can see this button's named previous and on release or tap, it will go to the
01:47 previous state of the slideshow multi-state object.
01:52 I cover the details of working with multi-state objects and buttons in other
01:55 movie in this course. Now, if I select my multi-state object and
01:59 look in the Folio Overlays panel, I can see that it's automatically selected the
02:03 slideshow as the type of overlay. And now I have a bunch of options I can
02:08 set to control the behavior of the slideshow in my folio.
02:11 I can have it start playing by itself with Autoplay or I can let the user tap to play
02:15 and pause the slideshow. If I do that I can set the intervals so,
02:21 how long each slide displayed for and I can set cross fade effects and so forth.
02:26 Note that, if I allow the user to tap, to start and stop the slideshow, that's going
02:29 to over ride my buttons and they won't work.
02:32 So, I'm going to deselect that for now. Also I this page, there were two other
02:36 buttons that I've created that service hyper links.
02:39 To the home page of the Roux Academy and also to send an email to them, to the
02:42 admissions office. And for the link to the Roux Academy
02:47 homepage, if I look in the Folio Overlays panel, I've set it to open in the device
02:51 browser and to ask the user first. Now, let's test these overlays by pressing
02:57 the Preview button at the bottom of the panel and selecting Preview on Desktop.
03:03 The Adobe Content Viewer application launches and here's my preview, so I can
03:07 click on the buttons to test out the slide show, it can go forward and back.
03:13 And, if I view this folio in an iPad, I can see that the email link works.
03:19 I'll cancel and go back to the content viewer.
03:21 And if I tap on the link to the Roux homepage, I get asked if it's okay to open
03:25 it in my browser, just like we selected in the Folio Overlays panel.
03:30 In this movie, we saw how to work with hyperlinks and slide shows in the Folio
03:34 Overlays panel. We saw how the panel automatically
03:37 recognizes what kind of interactive content we've selected and offers options
03:41 for how the user can interact with that content.
03:45 And we use the content viewer to preview our overlays on the desktop.
03:49 And we also looked at it on an iPad. In the next movie, we'll take a look at
03:52 the process of managing folios with the folio producer, so you can share them and
03:55 publish them.
03:57
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Using the Folio Producer
00:00 In previous movies we looked at how to use the two DPS panels in InDesign, the folio
00:04 overlays panel and the folio builder panel.
00:08 Now let's take a look at how to manage Folios in the Folio producer, so you can
00:11 publish them. To open the Folio producer, go to the
00:15 Folio Builder Panel menu, and choose Folio producer.
00:19 This'll launch your Web browser, and open the Folio Producer web page, where you can
00:23 see and manage the Folios you've previously uploaded.
00:27 Sign in if you need to do so, using your Adobe ID.
00:30 At the dashboard page click the Folio producer, and here are my folios.
00:39 I'll just drag so I can read some of these columns a little bit better, and actually
00:43 resize the window a little bit bigger, there we go.
00:47 All right, now that I can see everything, I'll click on my Roux Academy 2013 folio.
00:53 And on the right-hand side, I can see folio details.
00:56 So I can see the resolution, I can see cover previews, and a description area.
01:00 And the required properties of a folio are marked with asterisks.
01:05 So the description, the cover previews, the folio name, the publication name that
01:10 will actual appear in the iPad, and the folio number.
01:14 So in this case, I need to add a publication name.
01:17 I'll click in there and call it Roux Academy Catalogue 2013.
01:21 And I also need to give it a description down here on the right.
01:27 I'll just call it Roux Academy Course Catalogue 2013 through 2014, then I'll
01:33 scroll back up and click Publish. I get to set these properties.
01:39 I can make it private, it's free, and I also need to add a product ID.
01:45 I'll give it a unique identifier, I'll call it com.roux.catalog.2013, and this is
01:52 just my own naming convention. And we've successfully started the
01:59 publishing process, but we're not quite done yet.
02:01 I'll click OK, and then in the Organizer view, I'll switch from All Folios to
02:06 publish requests. And here I can see the status of that
02:11 publishing request of our Roux Academy 2013, and sometimes this can take quite a while.
02:18 And now that the publishing process is completed.
02:21 I can switch over to my iPad and see the folio and in the content viewer app.
02:25 I see my new folio in the middle at the top, I can tap on it, download it and
02:31 there it is. So here we saw how to use the Folio
02:37 Producer tools on Acrobat.com. If we were publishing an app for sale in
02:41 the app store, there would be extra steps involved.
02:44 If you want to learn more about the DPS publishing process, check out the courses
02:48 on DPS in the Lynda.com library.
02:51
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7. Tools for Creating EPUBs
Using the Articles panel
00:00 When you're creating ePubs from InDesign, you have some choices for how to define,
00:04 which items go into the ePub. And where in the sequence they fall.
00:08 You'll have the most control, and get the results you want faster if you use the
00:11 Articles panel. Let's check it out.
00:15 Here, I have my college course catalog. And one of the formats I'd like to
00:18 distribute it in is ePub. It's a pretty simple document.
00:22 Just a title page followed by a table of contents and some course listings.
00:29 So, without doing anything to prepare the file, I'm just going to export to ePub and
00:32 see what I get. Press Cmd or Ctrl+E.
00:36 I'll go to the Desktop, and we'll just call it Catalog.
00:43 Click Save. And it won't change of the settings in the
00:46 dialogue box. So, here the file opens in Adobe Digital
00:57 Editions and let's take a look at it. First thing I think is, Gosh, this is kind
01:02 of a mess. The first thing I have here is a photo
01:05 that was used as the background on the title page.
01:10 Then I have the title, followed by a image by itself from the table of contents page,
01:15 and some text from the table of contents, followed by an image that was with the
01:20 table of contents. Another image, the course listings, and
01:28 then at the end of the ePub, I just have a bunch of photos.
01:36 And these photos were all interspersed with the course listings.
01:40 So, what's going on here? Why did my content get so mixed up?
01:43 Well, for starters, it's key to understand that a reflowable like this is a linear format.
01:49 It's a sequence of content items from first to last.
01:52 So, this is a simple sequence of items but in order to get a decent ePub, we need to
01:56 be able to control, which items go into the sequence and which ones are left out.
02:02 Notice that there were some page items that didn't make it into the ePub like all
02:06 the footers. They were left behind because they're
02:08 master page items. And InDesign considers master page items
02:12 artifacts of the page layout and not intended to be part of the ePub.
02:16 But how do we ignore other items that we don't want, like that background image at
02:19 the start and some of the other extra items on the table of content's page?
02:24 We can find the answer by switching back to end design and exporting to ePub again,
02:29 and in the ePub Export Options dialog box, under the general settings setup, we have
02:35 Content Order. And right now it's set to based on Page layout.
02:42 I also have choices here for same as XML structure, and same as Articles panel.
02:47 Based on page layout, we'll put everything on the page, starting from left to right.
02:51 And then top to bottom, in that order. There's no easy way to be selective about
02:56 which items to include or to tweak the order with this method.
03:00 You could change the order by moving items around on the page.
03:03 But obviously that's going to be tedious work and it's going to ruin the page layout.
03:08 There's gotta be a better way. And in fact there is.
03:10 Instead of page layout, I'm going to use the Articles panel as the basis for my
03:14 ePub Content Order. So, I'll cancel out this dialog box and
03:17 I'll open the Articles panel and I'll click the button to create a new article.
03:23 I'll call it Roux Course ePub. I'll make sure include when exporting is
03:28 selected, and click OK. .
03:31 Now, I'll jump to the first page of my document and start adding the content that
03:35 I want to the ePub to the article. I'll select the text frame with the title
03:39 in it, and click the Plus button. And I'll select this text frame and add it.
03:46 And I'll leave that background image alone because I don't want it in ePub.
03:49 I'll go to the next page, I'll select my Table of Contents, add it.
03:55 And on the next page, I'll grab this photo and the story containing the course listings.
04:05 Note that I only have to add that story once, even though it continues for a few pages.
04:10 All the text in that story will be included in the ePub.
04:13 On the next page I'll grab these photos, and this group containing two photos.
04:25 I'll skip this photo because I already have some containing fashion.
04:30 And I'll grab these last too. Once I've added items to the Articles
04:33 panel I can double click on them in the panel to jump to them in the layout.
04:37 For example, I can double click on my Table of Contents.
04:42 I can also remove selected items by clicking on the trash can or I can drag
04:45 them up or down to change the order. So much easier than trying to rearrange
04:52 items on a page. Okay, let's export to ePub again and see
04:55 what we get this time. Press Cmd or Ctrl+E.
05:00 Click Save. I'll replace.
05:02 And this time I'll be careful to choose same as Articles panel for the content order.
05:09 Click OK. Now, at the start I get the title and year
05:16 and no background image, followed by the Table of Contents with no unwanted items.
05:25 Followed by a photo and the course listings and then the photos I selected.
05:32 But why did 1 photo come before the courses and all the rest came after?
05:36 Let's go back to InDesign and check the Articles panel.
05:39 Here's the first photo, which I can double click to jump to it.
05:44 And it's followed by the story containing the course listings, but remember that was
05:47 just one story that ran for several pages. What we need is a way to make the photos,
05:52 which are completely separate from the story now, become part of that story.
05:56 So, we can insert them in the precise spot in the text where they should appear.
06:00 The way we do that is to use anchored items.
06:03 And we'll see that in the next movie, but for now, we've made some progress on
06:06 getting a better ePub by adding the content we want in the Articles panel and
06:10 selecting same as Articles panel for the content order in the ePub Export dialog box.
06:17
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Using anchored objects
00:00 In a previous movie, we saw how to choose which InDesign objects will be exported
00:04 into an EPUB, using the Articles panel. And for the most part, you can also use
00:08 the Articles panel to fix problems with the EPUB content order, simply by
00:11 arranging items as you want them in the panel.
00:15 But you will run into a problem you can't solve with the Articles panel alone, when
00:18 you have items that need to appear next to a specific point in the text of a story.
00:23 For that, you need to insert the items into the story itself.
00:27 And it would be nice if you could do that without disrupting your page layout.
00:30 Fortunately, you can do exactly that with anchored objects.
00:34 Let's see how. So, here are my course listings that I'm
00:36 going to export to EPUB and I've already created an article with the content that I want.
00:41 But I need to fix the problem where almost all the images are coming at the end, when
00:45 they really should accompany each new department heading, like animation,
00:48 fashion and graphic design. In the EPUB I'd like for this photo of the
00:52 student in the red shirt, to appear here under the Animation heading.
00:57 And to do that, I'm going to anchor the photo, just after the word, Animation.
01:01 To anchor it, I'll select it and use the Anchored Object Control.
01:05 If you don't see it, choose View > Extras > Anchored Object Control.
01:13 So, just click on this square and drag it right after the word, Animation.
01:17 Now this is great because I've anchored the photo to that spot in the text, so it
01:20 will come out there in the EPUB, but notice that my layout looks completely unchanged.
01:26 Anchoring the photo had no effect on its position, it will however move if I edit
01:29 the text. The other thing to note is that this
01:35 picture is no longer on the Pictures layer, If I select it and look in the
01:39 Layers panel, I can see it here on the Text layer.
01:44 That's because it's really part of the text frame now.
01:46 And if I look in the Articles panel, I'll notice that the listing for this photo is gone.
01:51 It used to be right here above the story, again this is because the photo is now
01:55 part of the story. I'll go to the next page and anchor some
01:59 more photos. Again I'll just drag the Anchored Object
02:04 Control right after the heading and repeat the process on the next page.
02:10 I'll skip this photo because I already have some fashion photos and I'll take the
02:14 two photos for graphic design. Now, lets export to EPUB.
02:22 I'll just export to the Desktop, I'll call it Anchored.
02:28 I'll make sure my Content Order is based on the Articles panel and click OK.
02:38 Alright, here is my EPUB, let's go through it.
02:43 And here's the photo of the guy in the red shirt, right under the Animation heading.
02:48 We'll continue on. Under Drawing and Applied Arts, I have my
02:53 two photos but they're separate. They're not aligned the way that they were
02:57 in the layout. And if I look in Fashion & Textual Design,
03:05 I have the same thing. The photos are split up now.
03:10 And again under Graphic Design. Okay, we've made some progress in proving
03:13 our EPUB output, by anchoring the photos where they should appear under each heading.
03:18 And we did that by dragging the Anchored Object Control on the photos, to the right
03:21 place in the text. But we're not quite done yet, some of the
03:25 photos aren't positioned and sized right. So, for that we're going to use something
03:30 called Object Export Options, which we'll see in the next movie.
03:33
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Setting object export options
00:00 In previous movies, we've looked at the process of exporting to EPUB, and how you
00:04 can get better results by structuring content with the Articles panel, and
00:07 anchoring items like photos, so, they appear in the right places.
00:12 Next, let's take a look at how to control the position, size, and other aspects of
00:16 images with Object Export Options. Here we have an EPUB that we exported in a
00:20 previous movie, and we were able to get the photos to appear in the right places
00:24 inside the main story by anchoring them. But in cases like this one, I wanted to
00:29 have two photos side by side, under the heading Drawing and Applied Arts.
00:34 And right now, I have two separate photos. So, let's go back to InDesign and figure
00:38 out how to put them side by side. The first thing we need to do is to
00:43 unanchor these photos. So, I'll click on each of them, right
00:47 click and choose Anchored Object > Release.
00:50 And again, Anchored Object > Release. I'll select both of them and group them.
01:01 And now, I can go to the Object menu, choose Object Export Options, EPUB and
01:05 HTML, and I'll select this option, Custom Rasterization.
01:10 I'm just going to leave the rest of the settings as they are, but note that I
01:14 could make several adjustments here if I wanted to.
01:18 I could keep the size relative to the page width, or I could make it fixed.
01:23 I could choose a different image format, a resolution and so forth.
01:26 And let's not forget to anchor the group, so, it appears in the right place just
01:30 after the heading. So, I'll grab the anchor object control
01:33 and drop it there. Let's export to EPUB again and see what
01:37 difference is made. I'll put it on the desktop, I'll call it
01:41 object options and let's take a look at the EPUB.
01:44 And there we go. We now have the images joined together
01:47 side by side, filling the full page width just as we had in the layout, and just
01:51 like I wanted them to be in the EPUB. And we could repeat that same process for
01:57 the other images. In this movie, we saw how to control the
02:00 size, alignment, and spacing of photos in our EPUB using Object Export Options.
02:05
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Setting paragraph style export tagging
00:00 When you export to EPUB, your InDesign content and formatting is represented in
00:05 HTML and CSS Code. In order to effectively translate the look
00:09 of your layout into the proper code, you need to apply styles consistently to the
00:13 text throughout your document and then map those styles to HTML tags and classes.
00:19 Let's see how it's done. Here, I have my course catalog and I've
00:22 exported it to EPUB and to some cases the formatting looks pretty good.
00:27 InDesign's automatic tagging was able to create some decent results, but in other
00:30 places, I see some things I want to change.
00:33 One thing in particular that I'm looking at are the headings for each department,
00:37 like Animation up here. These headings were small in my InDesign
00:41 document but I really want them larger here in the e-pub.
00:44 And that means tinkering in the HTML and CSS code after it gets exported from InDesign.
00:49 I'm going to have a lot easier time of that if I take the time to set up mapping
00:53 between my paragraph styles and the tags that I want in my EPUB.
00:58 Let's switch to InDesign and take a look at the Paragraph Style options for one of
01:01 those headings. In my Paragraph Styles panel, I'll
01:04 right-click and edit the department Animation paragraph style.
01:10 And if I look at the very last set of options called Export Tagging, I can see
01:14 that I have some control over the code that's going to be applied to these headings.
01:19 By default, the tagging is going to be automatic, which means that InDesign is
01:22 going to wrap this heading in a paragraph tag, just like any other paragraph of text.
01:27 The formatting that make it look like a heading is created by a class, based on
01:31 the style name and some corresponding CSS, to set the size, color, and alignment of
01:35 text, and so on. If you think about it, InDesign has no
01:40 idea what you consider to be a heading 1, heading 2 or so on.
01:44 It's all just paragraphs of text to InDesign and that can make for some messy
01:47 code that's hard to work with if you don't take steps to fix it before you export.
01:53 So my job here is to create some structure in my HTML.
01:56 And in this case, I want my department headings to be represented as h2s in the EPUB.
02:02 There are second level headings under the Document title which would be h1.
02:05 So in the Tag menu, instead of Automatic, I'm going to select h2.
02:11 And the department headings are not just any h2s, they're specific kinds and that I
02:15 want to have it's own unique formatting in the EPUB.
02:18 So I'll give them a class of department or dept.
02:23 And I also want each of these headings to start a new page.
02:26 So down here, I'm going to select Split Document, EPUB only.
02:30 Notice that I also have this option to Emit CSS.
02:33 If I select Emit CSS, then the CSS class department will be defined based on this style.
02:39 So if there's a conflict and I have another paragraph with different
02:43 formatting mapped to the same tag and class the one with Emit CSS is the one
02:46 that will prevail and be used in the CSS. So I'll select Emit CSS and make this
02:52 formatting the basis for everything that's tagged with h2 and a class of department.
02:59 I'll click OK. Now, it's good to have the ability to set
03:04 tag and class here in a Paragraph Style dialog box, but it's much better to deal
03:08 with all of your styles at once, in one place, and for that, I can go to the
03:12 Paragraph Styles Panel Menu and choose Edit All Export Tags.
03:19 Here, I can see all my paragraph, character, and object styles in my document.
03:23 I can choose a tag, enter a class name, and select my options to split the EPUB,
03:27 and Emit CSS. So let's set up all the department
03:31 headings to create some consistent tagging in our EPUB.
03:35 I'll scroll up till I find those styles. So, here's department animation it's in h2
03:41 the class of department and it will split the EPUB and Emit CSS.
03:46 We'll set up department drawing h2 to dept, Split EPUB.
03:56 And since I only need one of these styles to Emit CSS, I'll deselect that here.
04:00 I'll do the same for Dept Fashion, h2, class of dept, Split the EPUB, don't Emit
04:07 CSS and Dept Graphic of Design. Gets the same treatment.
04:18 I'll click OK, and let's export in EPUB. I'll call it Tagging and export to the desktop.
04:30 And now I know my headings are consistent and I know they're semantically structured
04:33 right as h2s. But they're still too small, so to fix
04:37 that, I made a little extra CSS that will just override the font size and line height.
04:43 Let's go back to InDesign. We'll export again.
04:47 Save over that EPUB. Then I'll go to the advanced section of
04:53 the dialogue box, under CSS Options, Additional CSS, I'll click Add Style Sheet.
04:59 And in the Exercise Files for this lesson, there's a little CSS file called
05:04 roux-simple-h2.css, and all it does is change the font size to 2M and the line
05:09 height to 2. I'll click OK Let's take a look at those headings.
05:18 And there, now, the department headings have the formatting that I want.
05:21 And just as importantly, the underlying code is clean and consistent.
05:25 With just a couple lines of CSS, we were able to fix the formatting of all the
05:28 department headings. And that's thanks to our consistent use of
05:32 styles in InDesign and the ability to set paragraph style export tagging.
05:37
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8. Tools for Adapting Layouts
InDesign documents for mobile devices
00:00 Nowadays it's likely that any interactive documents you create are going to be
00:03 viewed on a variety of devices, on different screen sizes and orientations.
00:08 And since you can't use InDesign to create responsive layouts that automatically
00:11 adapt to whatever screen they're being viewed on.
00:15 You have to either accept that your layout won't fit some of the various screens, or
00:18 you need to create separate layouts for each screen size and orientation.
00:22 For example, here's a PDF about the Roux Academy that I'm viewing on my iPad in the
00:26 Adobe reader app. And when I hold the iPad vertically, the
00:30 PDF looks pretty good. That's because this document was made with
00:34 the same aspect ratio as the iPad. So, it fits the screen.
00:38 I can swipe through and see my pages, and it pretty much feels like I'm paging
00:41 through a print version of this document. But what happens if I turn the iPad screen?
00:47 Well, now in order to see the whole page, I have to view it at such a reduced size
00:51 that almost half the screen is wasted space.
00:54 This makes all my contents smaller and less impactful, and it makes the text a
00:58 lot harder to read. I can of course zoom to fit the full
01:01 width, but then I see only a fraction of the page.
01:04 And the problem would be even worse on an iPad Mini where the screen size is smaller.
01:09 And even worse than that, on a device like the Kindle Fire, because it has both a
01:12 smaller screen and a different aspect ratio.
01:16 So, my document wouldn't fit the screen in either orientation, very far from an
01:19 optimal viewing experience. Now, that was all using the PDF as an example.
01:25 Let's contrast that to a project made with Adobe's Digital Publishing Suite, where I
01:28 can publish multiple versions of a document for different devices and orientations.
01:33 On the iPad, we'll switch over to the Adobe content viewer app.
01:37 And again, the document looks nice in vertical orientation, but watch what
01:41 happens when I turn it on its side. The page elements are re-sized, the text
01:47 re-flows, and they get a document that fits the window.
01:50 This is the benefit of using InDesign to create separate versions of a layout for
01:53 multiple mobile devices. Now, that might sound like a lot of work,
01:58 but Adobe has worked hard to build tools for adapting layouts in InDesign.
02:02 So, you don't have to do the work of starting each document from scratch or all
02:05 kinds of manual things like duplicating documents, cutting and pasting, re-sizing
02:09 objects, and so on. So, next, let's start a look at InDesign's
02:14 tools for adapting layouts.
02:16
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Using Liquid Layout
00:00 Let's start our look at InDesign's features that can help you design for
00:03 mobile devices with a look at Liquid Layout.
00:06 Liquid Layout in InDesign is both a panel and a set of rules for adjusting the items
00:10 in a layout when you change the page size. It's not the simplest feature inside
00:14 InDesign, but it's worth learning so you can take advtange of its power if you need
00:18 to create different size versions of your documents.
00:22 In this movie we'll use some very simple examples, so you can get started
00:25 understanding liquid layout. On my page here I have just one placed
00:29 photo, and one text frame. I've made four exact copies of this page
00:33 to demonstrate what happens to the photo in the text frame when I change the text
00:36 frame orientation from horizontal to vertical.
00:40 In the tools panel, I'll click on the page tool.
00:43 And notice up in the control panel, I a width and height of 1024 and 768 using the
00:47 iPad preset in landscape mode. And to the right of that, I have the
00:53 liquid page roll menu, and it's currently set to off.
00:57 Also notice that since I grabbed the page tool, the page itself has control handles,
01:01 just like frames do. So if I drag one of those handles, the
01:05 page size will change, but none of the content moves.
01:10 The reason nothing moved is the liquid page rule being set to off.
01:14 I have to choose a different liquid page rule to make the content respond when the
01:18 page size changes. So let's experiment with some liquid page rules.
01:22 First I'll select Scale. If I drag the page with the page tool both
01:27 the photo and the text frame will scale up and down to fit inside the page.
01:36 If I hold shift the shape of the page and the objects is constrained.
01:42 Now click the button in the Control panel to switch from Landscape to Portrait.
01:46 Then you can see that the page objects were scaled down so they fit inside the
01:48 page boundaries. Now let's go to page two, and try the next
01:53 Liquid Page Rule, which is Recenter. As I drag the page, the picture and the
01:58 text frame always stay centered on the page.
02:02 Now when I click on portrait in the control panel, the frames stay centered,
02:05 but they stick out into the paste board. The recenter liquid page rule, doesn't
02:09 scale objects at all. So, it's probably only used for when
02:13 you're going from a smaller page size to a larger one.
02:16 Now let's go to page 3, and try out the next liquid page rule, which is object based.
02:22 When I click on an object with the page tool, there's a thick border around it.
02:26 And controls that span the width and height of the frame, plus these empty
02:30 circles on all four sides. I can click on the dotted lines inside the
02:34 frame, to control whether the frame will resize horizontally and/or vertically.
02:38 I can click anywhere on the dotted line to change from fixed width and height to
02:42 flexible width and height. The icon on the line shows a spring when
02:46 the frame is flexible, and a lock when it's fixed.
02:49 So let's see what happens when both the height and the width of this photo are locked.
02:53 When I drag the page with the Page Tool, the text frame resizes, but the image does not.
03:00 Now, I'll unlock the width by clicking the horizontal line and drag again.
03:08 You can see the width changes, but the height stays fixed.
03:11 Now, I'll relock the width of the photo. And let's look at how to control the
03:14 spacing from the picture, to the edges of the page.
03:17 The circles outside the frame, can be used for pinning it relative to each edge of
03:20 the page. When I click on a circle, it gets filled
03:23 in to indicate the space between the edge of the frame, and the edge of the page
03:26 will stay the same when the page size changes.
03:31 I'll click on the circle to the left side and drag the page so you can see the photo
03:34 sticks to the left edge. Next I'll pin the photo to the top by
03:40 clicking the outer circle there, and drag again.
03:45 Now the photo sticks to the top as well. You might be wondering what happens when
03:51 you pin an object to opposite sides of the page.
03:54 Right now, the height of the photo is locked, and it's pinned to the top, but
03:56 what if I click on the bottom as well? You can see the lock icon turned into a
04:02 spring, meaning the photo will now re-size vertically if the page size changes.
04:07 So when there's a conflict between the position and the size of an object, the
04:10 position wins out. Also notice that it's not possible to pin
04:14 objects in relation to one another. You can only pin them in relation to the
04:18 page edges.So let's pin both the photo and the text frame to the top and also make
04:21 sure the photo is pinned to the left edge. And, we'll allow the photo to resize.
04:28 Now I'll switch to portrait, and both objects kept their relation to the top
04:32 edge and the photo stayed pinned to the left edge.
04:37 And both objects resized. With some content it can be hard to see
04:41 the icons to tell you whether an object is fixed or flexible, and it can also be hard
04:45 to click exactly where you need to to pin and unpin an object.
04:50 If that happens, use the Liquid Layout panel.
04:52 In the panel you can clearly see and set any of these attributes, and you can also
04:56 set a different liquid page rule here if you want to.
04:59 And there are controls to set content to auto fit inside its frame.
05:03 Okay, we have one more liquid page rule to try out, and that's called guide-based.
05:08 We'll go to page 4. The guide based rule makes use of a
05:11 special kind of guide called, a liquid guide.
05:14 You can create liquid guides by selecting the page tool first and then dragging a
05:17 guide from the ruler. Or, if your using another tool, you can
05:21 drag out a regular page guide and. Then, click on an icon on the guide to
05:25 change it to a liquid guide. Even if when it's not selected you can
05:29 tell a liquid guide by it's appearance because a liquid guide is dashed and a
05:32 regular guide is a solid line. So, I'll drag out with the page tool.
05:37 Here's my dash liquid guide and if I switch to my selection tool.
05:41 I can drag out a regular page guide, If I select it I can see the icon.
05:49 And how they're different. And I can click on that icon to switch
05:52 back and forth between a liquid guide and a regular page guide.
05:56 Objects that are touched by a horizontal liquid page guide will re-size vertically.
06:02 And objects that are touched by a vertical liquid guide will resize horizontally.
06:06 This might sound backwards but actually it makes a lot of sense in practice.
06:10 So I'll delete these two guides, switch to my page tool and drag out a vertical
06:14 liquid guide over the photo. As I drag the page the photos width
06:19 changes but it's height never does. Notice also that the frame doesn't resize
06:24 around the guide. So it doesn't matter exactly where you put
06:28 the guide, so long as it touches the photo.
06:30 The guide is really just a way to mark page items you want to resize horizontally
06:33 or vertically. Now let's test the horizontal liquid guide.
06:37 I'll take my selection tool, and select and delete the vertical liquid guide,
06:42 switch back to my page tool, and drag out a horizontal one.
06:49 Notice that this guide crosses both the photo and the text frame.
06:52 i'll drag again with the page tool, and now the both resized vertically, but not horizontally.
06:58 I can also add a couple of vertical liquid guides to my photo and the text frame, So
07:03 when I switch to portrait mode, I'll get some good results.
07:08 Both the photo and the text frame, we're allowed to re-size horizontally and vertically.
07:12 With the guide- based liquid page rule, you don't have quite as much control as
07:16 with object based. But you definitly have more control than
07:19 with the recenter or scale rules. In addition to the four liquid page rules
07:23 we tested, you might have also noticed an item in the menu called Controlled By Master.
07:28 This allows you to tell a document page to use whatever liquid page rule was set on
07:32 the master page. That the document page is based on.
07:35 Liquid page rules give you several options for controlling how page content is
07:39 positioned and sized when you change the page size of a document.
07:44 Even so, you should probably expect to do some clean up work in a resized layout to
07:47 get all the content looking the way you want.
07:51 If you're just getting started working with liquid page rules, try them out on
07:54 very simple page designs with just a few objects so you can really understand how
07:57 things are working.
08:00
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Using alternate layouts
00:00 Once you become familiar with Liquid Page rules and Liquid Layout, the job of
00:04 creating alternate layouts for different screen sizes and orientations becomes a
00:07 little easier to handle. So, let's take a look at how alternate
00:11 layouts work. If I select the Page tool and look in the
00:15 Control panel, I can see that this document is 768 pixels wide by 1024 pixels
00:20 high in a vertical orientation. What I want to do now is create a second
00:25 horizontal version because I want to publish this document to the iPad and I
00:29 want layouts that fit the screen both horizontally and vertically.
00:34 All the pages in this document are based on the A master page.
00:37 And if I view that master's page in the Pages panel, I see that the object based
00:41 Liquid Page rule is in effect. And if I click on the picture frame.
00:46 I can see that its width and height are flexible, and it's pinned to the top and
00:50 the sides. The text frame has not been pinned
00:54 anywhere, and its width and height are flexible.
00:57 Also I want to take a look at the options applied to this text frame.
01:00 I'll switch to the Selection tool by pressing V on my keyboard.
01:04 And then Option or Alt double-click on the text frame, to open the Text Frame options
01:07 dialog box. I'll look in the third tab, Autosize,
01:10 where it's set to Autosizing Height Only. So, I see this text frame is set to
01:14 expand, vertically from the top to fit the text when the layout changes.
01:19 And since all the other text frames in this document are based on this one,
01:23 they'll expand in the same way. Now, let's create an alternate layout.
01:29 I'll cancel out of the dialog box, and, in the pages panel, I'll double click on page
01:33 one again to view it. And because I can see the name of the
01:36 layout iPad V, I know that I'm viewing pages in the Pages panel by Alternate Layout.
01:42 If I want then I could just right click in the Document Pages Area and choose that
01:45 from the View Pages menu. Now, I will click on the triangle next to
01:51 the iPad V to choose Create Alternate Layout.
01:54 InDesign is going to create a horizontal version of my layout and it's going to use
01:58 that iPad vertical layout as the source pages.
02:01 For my liquid page rule, I'm going to leave it at Preserve Existing, and I'll
02:05 leave the options to Link Stories, Copy Textiles to New Style Group, and Smart
02:09 Text Reflow to their defaults. And now I have an iPad horizontal layout.
02:15 I'll click on the button in the bottom right of my document window to split the
02:18 layout view. I'll click on the right side.
02:21 And fit it in the window. And then double click on page 1 of the
02:25 IPad horizontal layout. Now, I can compare my horizontal and
02:29 vertical pages. Unfortunately I can't move through the
02:32 pages and keep the views in sync. Instead I just to page down one side at a
02:37 time to compare pages. Also notice the link icon on the text
02:41 frames in the new horizontal layout. They're telling me that the text in those
02:47 text frames is linked to another source. In this case, it's the text in the
02:51 original vertical layout. So, if I change that text in the original
02:55 layout, it will update here in the alternate layout, so I have synchronized text.
03:00 I also want to point out that in the Paragraph and Character Styles panels,
03:03 InDesign has created new style sets for each layout.
03:07 I have an iPad vertical style set. And an iPad horizontal style set.
03:11 So, if I needed to tweet the paragraph or character styles in one layout.
03:14 It won't mess up the text formatting in the other layout.
03:17 The options that made InDesign link the stories and create the style sets were
03:21 those defaults that I accepted in the create Alternate Layout dialogue box.
03:26 With InDesign's alternate layout features, you can quickly build up different
03:29 versions of a document for different screen sizes and orientations.
03:34 And the feature is also great for print jobs when a document needs to be printed
03:37 in different configurations. And the fact that you can keep all those
03:41 versions in the same InDesign file can really simplify the job of keeping track
03:45 of your assets.
03:47
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Using primary text frames
00:00 Primary Text Frames are an essential tool for adapting layouts because they let you
00:04 change your page designs by applying different master pages without disrupting
00:08 the main text flow. Let's see how they work.
00:12 Here I have a document that will be used to create a college course catalog.
00:15 And after the table of contents in the introduction, there are several pages of
00:19 course listings. These document pages are all based on a
00:22 master page called Courses. I'll double-click it to take a look at it.
00:27 Press the W key on my keyboard so I can see the frame edges.
00:31 And here's the main text frame, it has three columns.
00:35 And when I select it, notice the icon that appears on the left side.
00:39 This indicates the frame is a Primary Text Frame.
00:42 The first thing to know about Primary Text Frames is that you can have only one of
00:46 them on a page at a time. So if I take my Type tool and drag out a
00:50 new text frame on the page, and then select it with the Selection tool, I can
00:53 see that I have a different icon here. This icon means this frame is not a
00:59 Primary Text Frame, but I can change that and designate this as the Primary Text
01:03 Frame, just by clicking that icon. Now the other frame is no longer a Primary
01:09 Text Frame, but for this movie, I want to keep the three column frame as my Primary
01:12 Text Frame. So I'll click the icon again and delete
01:16 that new frame that I created. The second thing to note about Primary
01:21 Text Frames is that they cannot have any texts in them on the master page.
01:26 So if I would to type any text in here, and then select the frame, I can see the
01:30 icon has changed again. And it's no longer a Primary Text Frame.
01:35 I'll just Undo. So once again this is a Primary Text Frame.
01:39 Now to see what a Primary Text Frame can do for us, let's go back to the document
01:42 pages that were based on this master. We can see that they have the courses
01:46 listed in a three-column layout. Now if I wanted to use a four column
01:50 design in some places I can do so with no trouble at all, thanks to the Primary Text Frame.
01:56 First I'll create a new master page, I'll right-click in the masters area of the
02:00 Pages panel and choose New Master. I base it on the courses master, and I'll
02:06 give it name of 4 column. I'll click OK and then on the masters page
02:13 I'll select the three column text frame and hold Option+Alt and double-click to
02:18 bring up Text Frame Options. I'll set the columns to 4 and click OK.
02:25 Now, let's apply this New Master to some of my document pages.
02:29 In the Pages panel, I'll select pages six and Shift-click to select page seven as well.
02:35 And then I'll hold Option or Alt, and click on the name of my new four-column
02:40 master page. Now I'll double-click to go to page six.
02:45 And I can see I have that four-column layout.
02:47 And even better, my new four-column text frames are still linked to the original
02:50 text flow. So if I click on the frame, I can see the
02:53 text links going from the previous page down to the next page.
02:59 And if I wanted to change these pages back so they use the three-column layout,
03:03 that's no problem. Again, I can just hold Option then click
03:06 on the Courses Master. And now I'm back to three columns.
03:11 In this movie, we saw just how useful a Primary Text Frame can be for adapting
03:14 layouts to different designs. It allows you to designate one and only
03:19 one frame on a master page to hold the main text flow.
03:24 So you can change which master your document pages are based on and have the
03:27 text flow seamlessly with no additional work.
03:30
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Linking page items
00:00 One of InDesign's features that can help a lot when you're designing different
00:03 versions of a document, is the place and link feature.
00:07 It allows you to create page items that are linked to an original source.
00:10 So, as you make changes, you can keep things looking consistent across your
00:14 documents, or you can set some attributes of linked items to be independent of the original.
00:19 So, let's take a look at linked page items.
00:22 Here I have my original document on the left, and I've started a new version on
00:26 the right, and I'd like to reuse this photo in the new document.
00:30 So, I'll select it, and choose Edit > Place and Link.
00:34 When I do this, the Content Conveyor appears with the photo in it.
00:37 Create link is selected and grayed out. And also notice the link icon at my
00:41 cursor, telling me that the photo I'm about to place will be linked to the original.
00:46 In the Conveyor, I'll choose Place Multiple and Keep in Conveyor.
00:50 So, I can place this item three times and see some different Options.
00:54 I'll go to my second document, and I'll just click to place the new item at the
00:57 same size as the original. I can also click and drag to place it at a
01:02 different size, and I can click and drag, and hold the Shift key to crop the image differently.
01:09 I'll press Escape to put away the Content Conveyor, and go back to my original
01:12 document and make a change to the photo. In this case, I'll use the Control panel
01:17 to set a rounder corner Option. Here we go, so, the original has rounded corners.
01:22 I'll switch to my other document, and I can see that the link badges are now all
01:26 updated to tell me the original has changed.
01:30 I can just click on the link badge to update this photo.
01:32 If I deselect, I can see the rounded corners.
01:35 And I can also Option or Alt click the link badge icon to open the Links panel.
01:44 In the Links panel, you might notice that two items are selected.
01:47 The top one is the JPG photo and the bottom one is the linked page item.
01:52 The tool tip shows me the file path. I can right click on it and choose things
01:56 like Relink to choose a different item to link to, or Go to Source, which will go to
02:00 the original document and select the item. I can also choose and item and go to the
02:10 Links Panel menu and choose Unlink to break the link.
02:13 And, if I want to customize which attributes of this item are linked to the
02:17 original, I can choose Link Options. Here, I can set the link to automatically
02:22 update each time I save the document. I can have in design warn me if updating
02:27 the link will override local edits I've done in my other document.
02:31 And I can select any of these options to preserve local edits.
02:34 If I hover over each one of them, I get a tool tip with some details.
02:39 Linking page items across documents allows you to make changes to an item in one
02:42 document and have those changes automatically applied in your other documents.
02:48 Also linked items don't have to be exact replicas of the original.
02:51 With Link options you can select some of the attributes of linked items to be independent.
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Using text style mapping
00:00 The style mapping features in the Content Conveyor give you the ability to instantly
00:04 change the formatting of text when you place it in a different document,
00:07 potentially saving you a ton of time and effort.
00:11 So, let's check out the process of mapping text styles.
00:14 Here I have two documents and I want to reuse all the content from the one on the
00:17 left In the one on the right. Note that even though the two documents
00:21 have similar layouts, most of the text is formatted differently.
00:25 In the document on the left, I'll press the b key to display the Content Conveyor
00:29 and I'll click and drag over the frames I want to reuse.
00:33 This loads them into the conveyor. Notice I have an option to map styles but
00:36 it's grayed out. That's because I need to switch to the
00:40 Content Placer tool in order to make style mapping available.
00:43 I'll click on the Content Placer button. And now Map Styles isn't grayed out anymore.
00:48 This is one of those things that can be confusing when you first start using the
00:51 Content Conveyer. Just to the right of the Map Styles button
00:54 is another button called Edit Custom Style Mappings.
00:59 Note that it's called Custom Style Mappings.
01:01 If you just want to map styles with the same names but different formatting
01:04 definitions, then you don't need to set up any custom style mapping.
01:09 The formatting of the text will change when you place it into the new document.
01:13 But if you don't have styles with the same names in your documents, then custom style
01:16 mapping is going to be necessary. I'll switch to my second document.
01:21 And scroll down to a blank page, and then I'll click on the Edit custom styles
01:25 mapping button. In the dialogue box, the first thing I
01:30 need to do is chose the source document. This is the document with the original
01:34 formatting that I'm mapping from. So I'll chose my original document, then
01:39 for style type, I'll chose paragraph. But the menu gives me options for
01:43 character, table and cell styles also. Next, I'll click on New Style Mapping and
01:48 I'll click to select a source style. I'll pick Body Text and I'll pick a style
01:53 that I want to map body text to on the right.
01:57 That's a style called body text serif and I'll repeat these steps First style's
02:01 called number, which I'll map to Number Black.
02:06 And Reason which is the heading style, will be mapped to Reason Purple.
02:14 And click OK. Now I have my style mapping set up.
02:19 I can click in my new document and the text is formatted with the styles I want.
02:24 When you need to re purpose text, style mapping can be the most useful features
02:27 larking in the Content Conveyor. All you need to do is be sure you're using
02:32 the content placer, then setup your desired custom style mappings, and you can
02:35 instantly reformat text and save yourself a lot of effort.
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9. Interactive Document Workflows
Designing for interactivity
00:00 When it comes to choosing the right file format for your interactive documents, one
00:04 approach you could take is to think about the features that matter most to you and
00:07 then see which file formats support those features.
00:11 In this movie, we'll take a look at a very handy table that shows every in InDesign
00:15 for building interactivity and which file formats support those features and which
00:19 ones don't. You can find the PDF in the exercise files
00:24 folder in Chapter 9, Lesson 1. The first page of the PDF shows the kinds
00:28 of files you can export with interactivity.
00:31 Interactive PDF, SWF, EPUB, and HTML and the Adobe Digital Publishing Suite or DPS.
00:39 So let's go through this table and talk about some of the items in it.
00:42 First, we have preserve layout appearance, which is one of the fundamental questions
00:46 you ask when you are planning to convert or create documents for interactivity.
00:52 Are you trying to use InDesign as the primary design tool for your layout, or
00:55 will you create formatting some other way? The formats that will replicate the look
01:00 of your InDesign pages are interactive PDF, SWF, and DPS.
01:05 EPUB HTML is a different story. Although, you do have some control over
01:10 the formatting of text and objects that you can set up in In Design, there's
01:13 always going to be additional work after you export with things like CSS code.
01:19 And in most cases, these formats allow the person viewing your document to change its
01:23 appearance, changing the fonts and size of text and so on.
01:27 Fixed layout EPUBs give you more control over the final product.
01:30 If acessibility is important to you then you're limited to the formats where you
01:35 can export structure content, PDF and EPUB HTML.
01:40 Remember what creates the look of pages in DPS is essentially and image.
01:43 If you want to be able to adapt layouts to fit multiple screen sizes and orientations
01:47 on mobile devices, your only choice is DPS when it comes to animation, you're limited
01:51 to SWF if you want to use InDesign's Animation tools.
01:56 But you can put animations created with Adobe's Edge into EPUB, HTML and DPS.
02:01 Buttons for navigating and interacting with content on the page have mixed
02:05 support in most file formats. There's a lot of detail you can get into
02:11 when it comes to buttons. So there's a separate table dealing with
02:14 them on page 2 of this PDF that we'll look at in a minute.
02:18 Right here, the point is that buttons don't work in EPUB and HTML.
02:22 If you want to use InDesign's From tools, your only choice is PDF.
02:27 Hyperlinks, and media like audio and video are supported in all formats, but if you
02:31 want the animated page turn effect your only choice is SWF.
02:35 And remember that swift is based on Adobe Splash technology so it won't work on
02:39 mobile devices like the iPad. Multistate objects which can be very
02:44 powerful tools for creating interactivity are only supported in SWF and DPS.
02:49 Okay, let's look at table two on the next page and see the details of button support.
02:54 Here we have the same file formats, and on the left are all the possible actions you
02:57 can attach to a button. Again, you'll notice that none of these
03:01 work in EPUB and HTML. The greatest support for buttons is in
03:05 interactive PDF, where almost all actions work.
03:08 But the exceptions are some important ones.
03:11 You can't click a button to go to a specific page in an interactive PDF.
03:15 Instead, you might create a specific destination on the page where the button
03:18 can take you. Also notice that multi-state object
03:22 actions are not supported by PDF. Support for buttons is also very good in
03:26 SWF, including Multistate objects, but again SWFs aren't going to work on mobile
03:30 devices like iPads. In DPS, you have good support for page
03:35 based navigation buttons, but you can't use the goto destination action.
03:40 You also can't show and hide other buttons, but you can more than make up for
03:43 this loss with the full support of going to states in a multi-state object.
03:49 So with the information in this table as a guide, you can start to narrow the choices
03:52 for what kind of interactive document is right for your purposes.
03:56 Next, we'll start our look at the workflows for each kind of interactive document.
04:00
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Interactive PDF workflow
00:00 While everyone's workflow can be different, generally speaking, you can
00:03 divide the job of creating interactive PDFs into two main parts.
00:08 The work that you do in InDesign and the work that takes place afterwards in a
00:11 program like Adobe Acrobat, and within these two phases.
00:16 There are several common jobs to think about and do.
00:19 So let's take a look at the steps in an interactive PDF Workflow.
00:23 If you're starting a new project the interactive PDF Workflow begins pretty
00:26 much the same as any other InDesign document.
00:29 In order to build consistent professional looking pages and do so with some amount
00:33 of efficiency, you have to do some pre-production work.
00:37 Building things like styles for texts and objects, swatches for color, and setting
00:41 up your document with the proper layers and guides.
00:44 And if you're going to be creating similar documents over and over, you might want to
00:47 save a template, so you're always starting from a clean slate.
00:51 Then in the next phase, you put real content into your document.
00:55 You write or place text, you edit the text, create tables, place images,
00:59 illustrations and media. Then comes a phase where you can build the
01:03 connections between your content what I like to call the document infrastructure
01:07 because it involves things for navigating the content, like cross references, table
01:11 of contents, bookmarks and hyperlinks. This is also when you create the necessary
01:17 elements for accessibility like setting up articles and tab order.
01:21 And then comes the production of purely interactive elements.
01:25 Adding things like buttons to navigate pages, or control the visibility of
01:28 content, and adding PDF form objects. When everything is complete and correct,
01:34 you export the interactive PDF. But you're not done yet.
01:37 The second part of the workflow is post-InDesign jobs that you do in a PDF
01:40 editing application like Adobe Acrobat. Some of the jobs are to add features that
01:47 you can't create in InDesign, other jobs are to fix common problems.
01:51 These might include, combining documents, adding or deleting pages and adding or
01:54 editing bookmarks, duplicating navigation buttons, which can make them work more
01:58 efficiently than navigation buttons you create in InDesign or adding additional
02:02 features to forms. Like a combo box that allows the user to
02:07 type their own text in it. If accessibility is important to you,
02:10 you'd need to use Acrobat's tools to fix or add accessibility features.
02:15 And if file size is a concern, you might use the PDF optimizing control to reduce
02:19 file size. So with all these potential jobs to do
02:22 after you export from In Design You can see that it's important to try and get as
02:26 close as possible to the final content in the PDF before you export.
02:32 You don't want to have to do all the post-export work over and over again
02:35 because you keep noticing mistakes that have to be fixed in InDesign.
02:40 Finally, comes the testing and delivery of the PDF, check everything, including links
02:45 and bookmarks. Play the media, use the buttons, and if
02:49 you think your readers are going to be viewing the PDF on a mobile device like an
02:53 iPad, check it there. Features support for interactive PDFs
02:57 varies widely from app to app. So you might want to test your PDF in
03:01 multiple apps to know what your readers are going to see.
03:05 And finally, when you're satisfied that everything in your interactive PDF is as
03:08 good as it can be, comes the delivery. Then you can sit back and enjoy the
03:13 satisfaction of having built and delivered a well-crafted interactive PDF.
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SWF workflow
00:00 Nowadays, with the lack of support for Flash based content on mobile devices, the
00:04 number of potential uses for SWFs has declined.
00:07 But they remain a viable Option for something like a presentation that you
00:10 create in InDesign, and then deliver on a computer.
00:14 So, let's take a look at the workflow for creating a SWF presentation.
00:19 The workflow can begin like any other InDesign project.
00:22 You can create your presentation file from scratch, or if you're going to use the
00:25 same format several times, you might want to design a template file.
00:29 Next, you create your slide designs, and then fill them with text and images plus
00:33 any audio or video that you want to show. As you go, you can add interactive
00:37 elements to enhance the presentation, like animations built with InDesign's tools.
00:43 You can also use buttons to show and hide content or play media, and slide shows
00:46 built with multi-state objects. And you can add transition effects that
00:52 will play as you go from slide to slide, either in the Pages panel or in the SWF
00:55 Export dialog box. After you export from InDesign, you can
01:00 deliver the presentation either by viewing the SWF with the flash player application,
01:04 or by using the flash player to save the SWF as a flash projector file.
01:10 This is a stand alone viewer that can display your SWF file without any other software.
01:14 So, even though there are fewer uses for SWFs than in years past, they can still be
01:18 used for things like a presentation, with animations, slide shows, media and more,
01:23 all from InDesign.
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EPUB workflow
00:00 The workflow for making EPUB eBooks is more complicated than other kind of
00:03 interactive documents, but you can make sense of it and deliver great looking
00:07 EPUBS from in design content if you take a thorough careful approach.
00:12 Keeping in mind that the key steps in end design are the structured content and set
00:16 export options, let's take a look at this workflow.
00:21 In many cases, the EPUB workflow can be divided into three phases.
00:24 The first one is a planning phase, where you examine your content and identify what
00:28 work needs to be done to get from your InDesign layout to EPUB.
00:33 The next phase is the InDesign work, where you apply structure to InDesign content,
00:37 choose export options, clean up potential problems, and export your EPUB.
00:43 And the third phase is post-InDesign work, where you check, fix, and deliver what you exported.
00:49 Let's take a closer look at what you might do in each phase.
00:52 Keep in mind that not everything has to be done in this exact order.
00:56 You might have other steps that you have to do.
00:58 And it might make sense for you to move some tasks around, depending on your situation.
01:03 In the first phase of pre-InDesign work, you might do things like identify content
01:07 that worked in print, but not in an eBook, the so-called print artifacts.
01:12 Things like page references or directions like, see above that might not make sense
01:16 in an EPUB. You might have to redesign large elements
01:20 like photos or art that span across a spread or really long tables.
01:25 You might find font problems where the characters in your layout will become
01:28 garbled if the user chooses a different font when they view the EPUB.
01:32 You should also look at your file naming, and make sure that your files aren't named
01:35 with any characters that won't work in an EPUB.
01:38 Basically, all files should be named with just letters, numbers, underscores, and hyphens.
01:44 You also need to get licenses and permission to use assets like photos and
01:47 fonts in new media. Once you've figured out the answers to
01:51 these production questions, then you have some work to do in InDesign.
01:54 You might need to clean up text in order to remove characters people use to cheat
01:57 when arranging text on a page. Things like multiple spaces, soft returns,
02:02 and tabs which were used to make a layout look right can cause problems when you
02:06 export to EPUB. You also need to be sure, that all text is
02:10 formatted with the correct styles, because those styles will be used to create the
02:14 code, for the formatting in the EPUB and a document with messy, inconsistant styling,
02:18 will produce an EPUB that not only looks bad, but may be very hard to fix.
02:24 To control how text formatting is controlled in the EPUB.
02:28 You need to set up export tagging for paragraph and character styles; you also
02:31 need to control what items in the layout go into the EPUB, and in what order.
02:37 The best way to do this is with the Articles panel.
02:39 And finally, you need to set Object Export Options to get the appearance of page
02:43 items right in the EPUB. You can choose things like size, position
02:47 and resolution. Once you export the EPUB the post-InDesign
02:51 work begins. It starts with validation where your file
02:54 is tested by a script, application or service to see if it complies with he EPUBspecification.
03:01 Validation errors can prevent in EPUB from being accepted for sale in online stores.
03:06 So these problems have to be fixed and the file rechecked until it passes validation.
03:11 To format your content, you may be developing a CSS at this point, which you
03:14 insert into your EPUB. And as you do so, you need to be testing
03:18 the EPUB on mobile devices and in eReading applications to know how it will display
03:22 to other people. Once all the fixes are made, you can
03:26 deliver the EPUB. So, as we've seen here, creating a
03:29 professional level EPUB file is no trivial task.
03:33 And it does require some specialized skills and tools outside of indesign.
03:37 But by doing the important work of styling and structuring content and setting up
03:42 export options, you can save a lot of post export clean up and go a long way towards
03:46 making a great EPUB.
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DPS workflow
00:00 To publish content with Adobe's digital publishing suite, there are two main phases.
00:05 First, you do most of the work in InDesign to create folios, add content to them and
00:09 insert the overlays that make DPS apps interactive.
00:13 Then you use Adobe's Folio Producer tools to share or publish your projects.
00:18 So let's take a look at the details of this workflow.
00:21 In the DPS workflow, the file that you create for publication is called the folio.
00:26 And in many cases, the folio is an issue of a magazine although it can also be a
00:29 separate one off publication even something like a design portfolio.
00:34 So you begin your DPS project on the desktop, by creating a folio using the
00:38 Folio Builder panel in InDesign. You choose options, like a target device,
00:43 resolution, and orientation, plus the image format for the content that will sit
00:46 underneath the interactive overlays. Then, once you have a folio, you add
00:51 content to it in the form of articles. Which can be imported, or created from an
00:56 open InDesign document. Then you create interactivity with the
01:00 Folio Overlays panel. Things like slide shows with buttons, and
01:04 multistate objects, video, HTML content, animation and more.
01:08 To preview the look and interactiivty of your folio, you can use a seperate
01:11 application called the Content Viewer. This allows you to preview your work
01:16 locally before you upload it. When you're satisfied, you can upload your
01:20 folio to the Folio Producer part of acrobat.com.
01:23 There you can complete the steps necessary for sharing your content, or publishing it
01:27 with the Folio Producer tools. These include adding properties, like a
01:31 name, to appear on mobile devices. A description, and an ID number.
01:35 And then the final step is publishing your folio so it can be viewed on a device
01:39 using the mobile version of the Content Viewer app, or submitting it to app stores
01:42 for publication, which involves several extra steps that go beyond the scope of
01:46 this fundamentals course. So, as we have seen here, the basic steps
01:52 to get started working with DPS are to use the Folio builder and the Folio Overlays
01:56 panel in InDesign to create folios and add interactive content.
02:01 Then upload your folio to Adobe and use the Folio Producer tools to deliver your
02:05 project to mobile devices.
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XML workflow
00:00 XML is a mark-up language similar to HTML but more flexible since you can create
00:03 your own custom set of tags, to describe the information you're working with.
00:09 With XML workflows, you can bring structured content into InDesign, and
00:12 create pages in an automated way with amazing speed.
00:16 You can also tag InDesign content with XML tags and export it for use in databases,
00:21 on the web or even in other InDesign documents.
00:25 So, let's take a look at the steps in XML workflows.
00:29 The main purpose of bringing XML structured content into InDesign, is that
00:33 you can use it along with a tag template to automatically create layouts.
00:38 You can create in a matter of seconds what would take you hours or days to do manually.
00:42 The catch is that the pages have to be very consistent so, something like a
00:46 directory or a product data sheet, would be appropriate for an XML workflow.
00:51 Something with highly designed, unique page layouts like a magazine, would not.
00:55 The first step is to acquire the right set of XML tags that you want to apply to your content.
01:00 You can either create them from scratch or even better, load them from an XML file
01:04 that matches the structure you want. Once you have the tags, they need to be
01:08 applied to place all their text in frames. The content in these frames will be
01:13 replaced by your actual content, when you import the XML later on.
01:17 Then to insure that the content receives the right formatting, you establish a
01:22 connection between XML tags and styles, by mapping tags to styles.
01:27 You can map XML tags to paragraph, character, table or cell styles.
01:31 And then finally, you can import the XML into InDesign.
01:35 The content knows where to go, thanks to the tagged placeholder frames and it knows
01:38 how it should be styled, thanks to the tag to style mapping.
01:44 Now let's take a look at the basic steps of a workflow, where you take structured
01:47 content out of InDesign by exporting XML. Again, the purpose of exporting XML is to
01:53 reuse content. Like with the XML import workflow, the
01:57 first step here is to acquire the right set of tags for your content, most likely
02:00 by loading them from an XML fie. Then these tags need to be applied to text
02:05 and frames in the document. Again, you can do the job manually or you
02:10 can map styles to tags, to get tag content much faster.
02:14 Once you have tag content, you can use the Structure pane to make adjustments, adding
02:18 or deleting elements, rearranging them to get the right order and applying attributes.
02:24 And then finally when you have the content in the right structure, you can export the XML.
02:28 So, there you have the two basic XML workflows.
02:31 In one, you can use tagged placeholders and tag-to-style mapping to create
02:35 automatic layouts. And in the other, you can apply tags to
02:39 the texts and frames in your layout, refine it in the structure pane and then
02:42 export it for use in the web, in databases or other document.
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10. Advanced InDesign Workflows for Interactive Documents
Using layers in interactive documents
00:00 Whether your intended output is EPUB, DPS, PDF, or any other kind of interactive
00:04 document, it's usually a good idea to organize your content with layers.
00:10 It takes a little time to set up and a little care to maintain, but in the long
00:13 run, it'll help you avoid trouble and give you more flexibility.
00:17 So, let's take a look at how to organize layers in interactive documents.
00:21 Now, I want to start by saying that while I do think it's a good idea to keep your
00:24 documents structured with layers, you shouldn't go over board creating tones of
00:27 layers and over complicating things. In general, make your document as simple
00:32 as possible to keep it easy to understand and use.
00:36 In most cases, I like to start out with five layers: navigation, text, images,
00:41 background, and guides. And if you have media like audio and
00:45 video, you might want to add a layer for those.
00:47 So, in my document, I'll open the Layers panel.
00:51 And right now, I have Layer one. I'll click on it to rename it, and I'll
00:55 call it Guides. Now to create the second layer, I'll hold
00:58 Option or Alt while I click on the button to get a new layer.
01:01 This opens the New Layer dialog box, and I'll call this one Background.
01:04 I'll repeat that process to create my other layers.
01:12 I put Navigation on top of everything else, because this is the layer that'll
01:15 hold things like buttons in an interactive PDF that will allow people to jump to
01:19 different pages. And I never want those buttons to be
01:23 covered up by other content. This is also a good place to put things
01:26 like page numbers, logos, branding, or anything else that you want to be always
01:30 visible on top of the main content. I'll also recommend that you go to the
01:34 Layers Panel menu and turn on Paste Remembers Layers.
01:38 With this selected, you can copy and paste objects and they'll stay on their current
01:42 layer regardless of what layer is selected in the Layers panel.
01:46 Otherwise, content gets pasted on the currently selected layer, which makes it
01:49 easier to accidentally paste items where they don't belong.
01:53 For interactive documents, the Layers panel can also be handy for moving content
01:57 into or out of button states and object states.
02:01 I'll switch over to this other document where I've placed some images and created
02:04 a button in a multi-state object. Right here is my button, and I can look in
02:09 the Layers panel in navigation, and it's called Roux Button.
02:13 I'll tip it open. I can see the Normal state is showing
02:16 right now. And within the Normal state, there are two images.
02:20 And if I wanted to add a third image, I can drag this one and drop it inside the
02:24 Normal button state. And you can tell by the highlighting that
02:29 goes around the button that the new image has been included.
02:33 If later I wanted to take it out, I could just drag it back out.
02:38 Now, it's not part of the button anymore. We can do something similar with
02:41 multi-state objects. So, down here, this is a multi-state
02:46 object, it's called Roux MSO. State one is showing, and right now,
02:51 there's just one photograph showing in state one.
02:54 But I could select this photograph and drag it into state one.
03:01 I just have to make sure that line that appears while I drag is indented to the
03:04 same level as the photo in that state. I'll deselect.
03:10 And now I can confirm this by going to my Object States panel and looking at the
03:14 different states. There's state two, and here's state one
03:19 with the photo that I just dragged in. In this movie, we saw how you can
03:23 structure your documents with a consistent set of layers, which can make them more
03:27 organized and easier to work with in the long run.
03:31 And we saw some tips for using the Layers panel to move items into and out of
03:35 buttons and multi-state objects.
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Using scripts for interactive documents
00:00 InDesign is incredibly feature rich application, but you'll find there are
00:03 times when it just cant do what you really need it to.
00:07 Fortunately, there are plenty of fantastic third party developers who've created all
00:11 kinds of scripts and other add-ons to help you.
00:15 So let's take a look at how to work with the Scripts panel and where to find some
00:18 interesting scripts to help with interactive documents.
00:22 The first important thing to know about working with scripts is how to install them.
00:27 The greatest script in the world is no good to you if you can't run it.
00:30 In most cases you can run a script from InDesign Scripts panel.
00:34 So let's start by opening the Scripts panel.
00:36 I will choose Window, Utilities, Scripts. In the panel there are two folders.
00:43 An application folder with scripts that come with InDesign and a user folder which
00:47 is empty by default. You can put new scripts in either folder,
00:50 but I think it's generally a better idea to keep them in the user folder to make
00:51 them organized and easier to find. And furthermore, you can create new
01:00 subfolders inside the user folder to organize your scripts even further.
01:05 To make a script appear in the user folder, you have to place it in a specific
01:09 location on your computer, and the easiest way to get to that folder is to right
01:12 click on the user folder and choose Reveal in Finder or Reveal in Explorer.
01:19 This opens a window displaying the scripts folder.
01:21 And within that there's a Scripts panel folder.
01:24 I'll open that. And anything I place in this Scripts panel
01:28 folder will appear immediately in the Scripts panel.
01:32 For example, I just have these two scripts handy.
01:34 I'll drag and drop them into the Scripts panel folder.
01:38 Move it out of the way. Go back to InDesign.
01:39 And you can see they now appear in my user folder.
01:43 If later on I want to remove or delete a script, I can right click on it and choose
01:47 Reveal in Finder, reveal in Explorer or I can delete the script right from here.
01:54 I mentioned that you can also create sub folders inside the Scripts panel folder to
01:57 organize your scripts. So again I'll just right click on the user
02:01 folder, choose Reveal and Finder. Go to this Scripts panel folder, and I'll
02:06 create a new folder inside here. I'll call it e-pubs scripts.
02:15 And put my two e-pub scripts inside of it. Back in InDesign, here's my e-pub scripts
02:21 folder and within it, my scripts. Note that the only files that you can
02:25 actually open or execute from this panel are valid script files.
02:29 But you can display any other files by choosing display unsupported files from
02:33 the panel menu. So you could keep a script read me file or
02:36 other documentation inside your scripts folders and then you could reveal it and
02:39 read it. Now that we know where most scripts need
02:43 to go let's see where to find some great scripts for working with interactive documents.
02:48 I'll switch to my browser, and look at some resources.
02:51 If you're working with Adobe DPS a lot, you'll definitely be working with
02:54 multi-state objects and while you can build cool stuff with multi-state objects,
02:58 they can be quite a chore to setup. That's why InDesign trainer and consultant
03:03 Kieth Gilbert. Created the digital publishing pack one,
03:06 scripts for Adobe DPS. These scripts can save you a lot of DPS
03:10 drudgery and you can find out more about them at gilbertconsulting.com.
03:15 Another source of inexpensive and extremely handy scripts is automatication.com.
03:20 This is where you can find scripts like multi-find change.
03:23 Which allows you to create, save, and run sets of fine change operations.
03:28 It allows you to put together a whole sequence of transformations and run them
03:32 all with a single click. So if you have to perform a repeated set
03:36 of text cleanups before exporting ePUBs, this can be a real life saver.
03:41 Another great resource, is Rorohiko.com. Where you can find a plugin called ePub
03:46 crawler that allows you to create fixed layout ePubs from InDesign documents, a
03:50 task that otherwise might involve many hours of tweaking code.
03:55 And to find other scripting resources, you can check out indesignsecrets.com, where
03:59 there are many posts and forum discussions about scripts.
04:03 As well as a devoted page to plug-ins and scripts.
04:07 And back in InDesign, there's also a panel you can use to find the add-ons.
04:11 Choose Window, Extensions, Adobe Exchange. This opens the Adobe Exchange panel.
04:21 And it's like having a little marketplace right inside InDesign, where you can shop
04:25 for plug ins, extensions, and other resources.
04:28 Some are free, others cost money. You can browse through the offerings or
04:33 search for something specific. Check out adobeexchange.com for more information.
04:38 When you're struggling with the task in InDesign, either because it's tedious or time-consuming.
04:42 Or the InDesign just seemingly can't do what you want, you should look for a
04:46 script to help. Chances are, other people have faced the
04:50 same problem and maybe one of them has written a script or created a plug-in to
04:53 solve it. In this movie, we saw how to install
04:57 scripts, how to work with the Script Panel, and where to find some amazingly
05:00 powerful, yet inexpensive scripts to add to your interactive documents workflow.
05:06
Collapse this transcript
Conclusion
Next steps
00:00 This concludes our look at interactive document fundamentals.
00:04 I hope you found these videos informative and useful, and that they help you get
00:07 started building great things with InDesign.
00:10 And before I go, I just want to mention a few related courses in the Lynda.com
00:13 library, where you can build on what you learned in this course.
00:17 First of all, if you want to learn more about PDF publications, check out my
00:20 course, Creating an Interactive PDF Magazine.
00:24 If you want to learn more about creating EPUBs from InDesign, check out Anne-Marie
00:28 Concepcion's courses including InDesign CS6 to EPUB Kindle, and iPad, and Creating
00:32 a Fixed-Layour EPUB. If you want to learn another Option for
00:37 making multi-touch ebooks for Apple's iBooks, check out my course, iBooks Author
00:40 for Teachers Fundamentals. And there are courses by other authors on
00:45 things like forms, Adobe DPS, and Edge Animate that you can check out as well.
00:50 I'm Mike Rankin, thanks so much for watching.
00:52
Collapse this transcript


Suggested courses to watch next:

InDesign CS6 to EPUB, Kindle, and iPad (7h 33m)
Anne-Marie Concepción

Digital Publishing Fundamentals (1h 8m)
William Everhart



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