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InDesign Secrets

InDesign Secrets

with Anne-Marie Concepción and David Blatner

 


In this series, David Blatner and Anne-Marie Concepción, co-hosts of the web's top resource for InDesign tips and tricks, InDesignSecrets.com, share some hidden and sometimes surprising workflow tips that will make working in InDesign more efficient and more fun. The course covers built-in timesaving features such as Quick Apply and auto-expanding text, but also little-known tricks, such as using the eyedropper to copy and paste character and paragraph text attributes and making accurate selections by selecting through or even into objects.

New techniques will be added to the collection every other week, so check back early and often. Find more tips and tricks at indesignsecrets.com.

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authors
Anne-Marie Concepción and David Blatner
subject
Design
software
InDesign CS4, CS5, CS5.5, CS6, CC
level
Intermediate
duration
9h 42m
released
Aug 25, 2011
updated
Jul 25, 2013

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This Week's Secrets
Previous Secrets
001 Intro to InDesign Secrets
00:00David Blatner > Hi, I'm David Blatner.
00:01Anne-Marie Concepcion > And I'm Anne-Marie Concepcion.
00:04David > We're the cohorts of InDesignSecrets.com, the world's number one resource for InDesign users.
00:09We've been doing our InDesign Secrets podcast together via Skype for the past five years.
00:13Anne-Marie > It's a fun free podcast where we talk about all things InDesign.
00:17David > So our friends at lynda.com said hey, wouldn't it be cool to see those tips too,
00:21not just hear them?
00:22Anne-Marie > So you can have fun and be more productive in your work.
00:25David > We're going to show you some of our favorite InDesign tips and tricks.
00:29Anne-Marie > Like how to speed up your layout by copying text formatting from one place to another.
00:34Working with Photoshop to get great effects in a fraction of the time.
00:37David > Making interactive elements like multistate buttons that they said couldn't be done.
00:42Plus much much more!
00:44Anne-Marie > lynda.com will release a couple each month.
00:46So keep checking back to see what new goodies we've cooked up for you!
Collapse this transcript
002 The hidden "auto-expand text" feature
00:00Anne-Marie Concepcion > Ladies and gentlemen, has this ever happened to you?
00:03You're innocently typing?
00:05Let's say here I am, I want to enter the word "the."
00:09I type T and then I get distracted and I type EH.
00:13And then I type a space and go on, and then I realize that it has been
00:19misspelled but I don't realize it until 50,000 copies have been distributed.
00:23Wouldn't it be nice if you could have like a little correction following you
00:26along, correcting your commonly misspelled words as you type?
00:30Actually, you can in InDesign.
00:32For many versions, at least since CS2, has had an autocorrect feature that for
00:37some reason has never been turned on.
00:39You have to know that it exists and that you need to turn it on.
00:43So to turn on autocorrection on a PC, go under the Edit menu > Preferences.
00:49If you're on a Mac go under the InDesign menu.
00:51And choose Autocorrect.
00:53Turn on Enable Autocorrect. Click OK. The end.
00:57Now you can type TEH and a period or a space or any kind of character that tells
01:03InDesign I'm done writing this word.
01:06I'm not actually beginning a word that starts with TEH.
01:09And it will Autocorrect it.
01:10Not just matches that word, but that whole list that you might have seen briefly.
01:13Such as if I type separate with an E instead of an A, a very common misspelling.
01:19It corrects it as you go.
01:20It does not automatically correct all the existing misspellings, in case you're wondering.
01:25Now just turning on Autocorrect doesn't have it search throughout the entire
01:29document and fix all those misspellings.
01:32It's only the ones that you enter by hand from then on.
01:35It also does not apply to any text files that you place or import or paste into
01:41the InDesign document.
01:42Only the ones that you actually type.
01:44Let's take another look at that preference.
01:47I'm going to press Control+K on my PC or if you're in a Mac press Command+K and
01:54we will go right to Autocorrect.
01:56So noticed it has the complete list of all the words that are part of its
02:01Autocorrect database and what they're going to change to.
02:05This is really nice.
02:06Like I know Word has an Autocorrect feature, but I've never been able to see the list.
02:10And you can select these items and actually remove them.
02:13"This is how I like to spell accommodate!"
02:16Okay fine, remove it.
02:17You can also edit them and you can enter our own.
02:20So if for some very unusual reason InDesign did not include your commonly
02:26misspelled words in this list of hundreds, then go ahead and add it yourself.
02:30But what I really like is the ability to use Autocorrect for automatic text expansion.
02:37Basically it's looking to see which you enter as a pattern and then it changes
02:41it to something else.
02:42So let's say that you work at say the University of Illinois
02:46at Urbana-Champaign.
02:48And that's a mouthful to have to always type out.
02:51You might want add that to Autocorrect.
02:53So I'm going to click Add.
02:56And then in the Correction is where you would enter what you want to expand to.
03:01So in other words here I would enter or paste in University of Illinois
03:07at Urbana-Champaign.
03:11Notice you can't retain any formatting.
03:14Also there's a limit of 64 characters and you can not put in multiple lines.
03:19If you try to type a return it'll get converted into space.
03:22Those are the roles for the Correction field.
03:25For the Misspelled Word field you can't have any kind of spaces at all.
03:29This is actually going to be your code, your shorthand, so you should not need
03:32to worry about that.
03:34In the Misspelled Word is where you say-- just pretend it doesn't say Misspelled Word.
03:37Think shorthand.
03:38So what would you like to be shorthand for this long thing?
03:41Maybe the initials.
03:42I'm going to just say UIC.
03:44It's okay if your pattern for your shorthand actually exists in many other
03:49words, because remember InDesign will not actually do the correction unless your
03:55pattern is the start of the word and then you end with a word ending character,
04:00like a space or a semicolon or a period.
04:03So I'm just going to add that one. Click OK.
04:06And let's try it out.
04:07Let me hit Return here.
04:09And let's go right here.
04:13So for years Cortes always wanted to attend UIC, but never could pass the exam.
04:27There, isn't that cool?
04:27In case you're wondering, your autocorrections are saved in a special XML
04:34file on your hard drive.
04:36On a Mac, it's in Library/ Adobe/InDesign, your version.
04:40Wherever you save like all your saved find/change queries and things like that.
04:44On a PC it's a little more difficult to locate.
04:47But if you can find My Settings in Roaming/Adobe/InDesign you'll see
04:52Autocorrect right here.
04:55And you won't see anything until you've actually added something to Autocorrect.
04:58Once you do, then you'll see it in your own folder and then you can use this and
05:02you can actually edit the XML.
05:04Just follow along with the existing structure to add your own words really
05:08fast and also it's a way to kind of sneak in characters that normally are not allowed.
05:13We have more about that in AutoCorrect article on our blog, InDesignSecrets.com.
05:18But a lot of people want to know where is the Autocorrect list stored, and it's
05:22generated here as soon as you add even just one pair.
05:25So it's pretty big so it's the entire list.
05:27Also Autocorrect is a sticky setting.
05:30It is a setting that once you turn it on then it's on for all of your documents.
05:34So you don't need to worry about turning and with no documents open to make into
05:38an application preference and all that kind of hoo-ha.
05:40As soon as you turn it on, it stays on.
05:42And if it freaks you out, just remember to go turn it off right there in Preferences.
05:46Autocorrect, InDesign's secret built-in auto-expand feature.
Collapse this transcript
003 Letting InDesign do the math for you
00:00David Blatner > So my art director told me to move this image over by 1 cm, but
00:05the ruler up here is set to points.
00:07Geez well, I know that there are 72 points per inch, and I know there's 2.54
00:11cm per inch, so I could do the calculation if I wanted to, but that would be insane!
00:18I don't need to do that.
00:19I have a computer for me and InDesign itself can do the math.
00:23This is a really important point.
00:24It's a great way to get efficient in InDesign.
00:27Let InDesign do the math for you.
00:29In this case, I want to move this over to the right one centimeter.
00:33So I'm going to go up to the x-field of the Control panel and I'm going to say +1CM.
00:39That's all I need to do, +1CM.
00:41Notice I'm mixing and matching points and centimeters. That's okay.
00:45You can mix your measurements up if you want to, not a big deal.
00:48AS soon as I hit Return or Enter it moves it over 1 cm. So this is great.
00:53I can do addition, subtraction, multiplication, or division in any field in
00:59InDesign that has a number.
01:00The Control panel, any other panel, any dialog box.
01:03If I see a number I can do math there.
01:06Let me show you another example.
01:07I want this image to be a third as high as it currently is.
01:11So I'm going to go up to the H field, the height field, and I'm going to
01:15say divided by three.
01:16Divide is the slash character there.
01:18So as soon as I hit Return or Enter, it divides it by three for me, does the
01:23calculation, and I get something exactly a third as high as it was.
01:27This is fun, so let's try another one.
01:29How about I want to change the width to 70% of what it is currently?
01:34So I'll go up here to the Width field and say times .7.
01:38Times is the asterisk character, the Shift+8.
01:41We have *.7, .7 is 70%. Same thing.
01:46Now I can hit Return or Enter and now it's exactly 70% of what it was.
01:50Now I'm going to take this math thing one step farther and do it with fractions.
01:54For example, let's say my printer said that I want to move this over a 16th of an inch.
01:59You know, a lot of printers still work in 16ths of inches and 32nds of an inch
02:03and crazy stuff like that.
02:04I could never figure out how to convert that into decimal, so I need to let
02:08InDesign do the math for me.
02:10To do this, I'm going to have to do it in a two-step process.
02:13I'm going to go to the X field and select all of that and cut it the clipboard
02:18with the Command+X, Control+X on Windows.
02:20Now I'm going to do the fraction part, with one divided by 16 inch.
02:25Inch could be IN and or it could be with the double quote mark.
02:29So there's my 1/16 of an inch and I'm going to press Shift and Enter to
02:33actually make InDesign do that calculation, but keep the field selected up
02:38there in the Control panel.
02:40Now I'll press the right arrow key to move to the end of it, press plus,
02:44and then do a Command+V or Control+V on Windows to type in the value that
02:49was originally there.
02:50When I press Return or Enter it moves it back plus that 1/16th of an inch.
02:55So I know that's not visually a lot different than it was but you get the idea.
02:59It's 1/16the of an inch more over than it was.
03:03Look, we all bought computers so we didn't have to do these kinds of tedious
03:06calculations anymore.
03:08Take advantage of InDesign's math skills so you'll have more time to do
03:12what humans do best: design.
Collapse this transcript
004 The indispensible Quick Apply feature
00:00David Blatner> You want to get more efficient in InDesign right?
00:03After all, that's why you're watching these videos.
00:05So I'm going to let you in on a secret feature that will help speed you up no
00:09matter what you do in InDesign.
00:10For example, let's say you want to apply a paragraph style to this paragraph here.
00:15I'll place my cursor in here so it's flashing.
00:17And I want to apply a paragraph style.
00:19So normally I would go to a panel or a menu or something like that.
00:23And I don't want to do that.
00:24I want to keep my hands on the keyboard.
00:26The best way to stay efficient in InDesign is to keep your hands on the keyboard.
00:31So to do this, I'm going to bring up the Quick Apply menu.
00:34And you get that by pressing Command+ Return on the Mac or Control+Enter on Windows.
00:40And what you see is the Quick Apply menu appears.
00:43And you can place this any way you want.
00:44I'm going to move it up to the upper right corner here, so it's a little bit out of the way.
00:48And it'll remember that so the next time I bring it up it'll be in the same place.
00:51So it gives me a list.
00:53It gives me a list of all the character styles, the paragraph styles and
00:57more and more and more.
00:58These are all menu items.
00:59We will get to that in just a moment.
01:01But the important thing is it starts off with a blank flashing field here.
01:06And I can type in the first few characters of my paragraph style name.
01:10This one's called section number.
01:12And you can see that as soon as I type SECT it guesses oh, you probably mean
01:17section blurb or section head.
01:19In this case it's section blurb.
01:21So because it's highlighted all I need to do is press Return or Enter and you
01:25can that immediately it applies that paragraph style to that text.
01:30Now let's try it with a character style.
01:32I'll select some text here and to apply a character style to it, I'll bring up Quick Apply.
01:37Command+Return or Control+Enter.
01:39And I'll type BOL and you can see that there's a character style.
01:43This has already been created in my document.
01:45There is a character style called bold and I go ahead and press Enter or Return
01:49and it applies a character style.
01:51So very very easy and we keep our hands on the keyboards so we're not
01:55constantly going up to the panels or the menus or something like that, which is
01:59great, but it slows you down.
02:01Hands on the keyboard is fast.
02:03Now I want to check my spelling and I would check my spelling using InDesign's
02:07dynamic spelling feature.
02:09And I'll bet you don't know the keyboard shortcut for turning on and off dynamic spelling.
02:14That's because by default there isn't one.
02:17So I'm when he is Quick Apply to do it for me.
02:19Keep my hands on the keyboard.
02:21Command+Return or Control+Enter.
02:23Then I'll just type DYN.
02:25Just need to type as much as it needs to guess what you're trying to get to.
02:29In this case there's dynamic spelling.
02:31So I press Enter and it is exactly the same thing as going up to the menu and
02:37choosing Dynamic Spelling from there.
02:39You see it's turned on now.
02:41Now when you do that, you can see that any misspelled words get this
02:44little highlight under it.
02:45Let's go ahead and fix that.
02:46I'll right-click on it and choose the proper word for it.
02:49There we go and now that goes away.
02:51This one is probably spelled that it thinks it's wrong because it doesn't
02:54know what that word is.
02:55And now maybe I want to turn off Dynamic Spelling.
02:58I'll do the same thing, Command+Return or Control+Return.
03:01Brings up Quick Apply.
03:02You'll see that whatever you typed last is still typed up there.
03:06It's saved there, so I don't even need to do anything else other then hit Return or Enter.
03:10And it turns that off.
03:12So if you're not the kind of person that can remember lots of keyboard
03:14shortcuts, Quick Apply is your friend, because you can get to any menu item
03:18even, if it's hidden in some random panel menu.
03:22Any menu item.
03:23All you need to do is use Quick Apply and type a few letters of the name and
03:27then hit Enter and it works perfectly.
03:29Let me show you a couple other tricks to Quick Apply that I find invaluable.
03:33First, I'll bring up the Quick Apply menu and I'm going to type blurb, And
03:39notice that you don't have to type SECT, like section blurb.
03:42Just type some part of it and it does its best to match whatever you type to
03:47the paragraph style, character style menu item, or whatever that you have in this list.
03:52So it guessed right away that I meant section blurb.
03:55Now let' s say I want to edit this paragraph style.
03:58I don't have to go to the paragraph styles panel menu to edit.
04:01I can simply press Command+Return or Ctrl+Enter again once it's selected here,
04:06pressing the same keyboard shortcut that opened Quick Apply.
04:10Pressing it again opens up the Paragraph Style Options dialog box.
04:14So this is kind of a fast way to edit a paragraph style or a character style
04:18without having to have my panels open.
04:20So I can come over here and let's say I'll change this to be 13 points instead.
04:25Hit OK and that now you see that it's updated.
04:28So that's one trick. Here is another track.
04:30I'm going to open Quick Apply and I'm going to type C:.
04:33C: means filter this down, only show me the character styles in the list.
04:41So that's a pretty fast way to get only the character styles.
04:44Or p: shows me all the paragraph styles.
04:48So that's a nice fast way to filter those down.
04:51So where do you learn that code, the p: and so on?
04:54It's in this little pop-up menu.
04:57Inside the pop-up menu you can see that you can filter out exactly what you want
05:01Quick Apply to show you.
05:02Paragraph styles is p: and character styles is c:, and so on.
05:07If you don't want a Quick Apply to show you character styles at all, just select
05:10it and now it will not show you any character styles in the here.
05:15Even if I type bold, you will see that it won't show up as a character
05:18style like it did before.
05:20Quick Apply might not seem that exciting at first, but if you force yourself to
05:24use it a few times you're going to find yourself absolutely hooked on it.
Collapse this transcript
005 Customizing the Links panel
00:00Anne-Marie Concepcion> There are lots of places in InDesign where there are hidden features and most
00:04users never discover them, even though they've been added versions ago.
00:08For me, one of those kinds of features is the ability to really customize the Links panel.
00:12They've completely rebuilt the Links panel and how it works in CS4.
00:17If you click it, you'll see that it automatically opens up this part at the
00:20bottom called Link Info.
00:22When you select an image or placed elements in your InDesign file, the link to
00:27that image is highlighted in the top part of the links panel and then underneath
00:31that you see a lot more information called Link Info, all about that link.
00:35So if you scroll down here you can see, for example, what is the actual
00:39resolution and what is the effective resolution, after you scaled it.
00:43Apparently this thing was scaled much smaller so now it's 1181.
00:45It's a pretty big file, and so on.
00:48You know, the problem with this to me is that I hate this part down here and
00:53I'll almost always click the little disclosure triangle to hide it.
00:56I don't want to see it.
00:57But now how do I get that information?
00:59I have to keep clicking down here.
01:00Well, you can completely customize this top part of the Links panel, what I
01:04called the main part with all the interesting information from the bottom part.
01:09So that you never have to look down here.
01:11You just have to look in the main area.
01:13And I do that on my production machines with all of my documents.
01:17Let me show you how easy it is to do that.
01:19First of all, I'm going to detach the Links panel from the dock so that it's a
01:22little easier to see.
01:24And widen this out bit.
01:25We have all this room to play with over here.
01:28Go to the Links panel menu, down to Panel Options, and you see here there's two columns.
01:35One says Show Column and Show in Link Info.
01:38So Show Column means this top area, what I call the main area.
01:43Show in Link Info was this bottom area that we have currently hidden.
01:47What we want to do is show, for example, resolution and effective resolution up
01:52here in the top area.
01:53So scroll down here to wherever you find that and there it is.
01:56Actual PPI and Effective PPI and say I want to see that in the columns.
02:01You can add other things to the columns as well.
02:03Like for example you might want if something is RGB or CMYK.
02:08You might want to know if you've scaled it.
02:09This is great to be able to see that at a glance whether something has
02:12been scaled or not.
02:15As you scroll down here you'll see lots of things you can add, but remember
02:18they're going to add a column, so you don't want this thing taking up a
02:2121-inch wide monitors.
02:23So be judicious and just select the things that you really want to see often.
02:27Remember, you can always turn on Show in Link Info.
02:30You can always expand this bottom part to see other bits of information.
02:34But let me scroll down here and see if anything else pops up.
02:37Oh yeah, what about things like the folder that it was in?
02:41So if you want to know what folder did I pull this from, that would be folder zero.
02:46If you want to know what was the parent of the folder that pulled it from,
02:49that was folder one.
02:50This I use all the time.
02:52I show folders, your own folder one, because I often will place images from the
02:56links folder of other projects.
02:59If I just showed folder zero, I would just see a column that said links
03:02links links links links.
03:04But if I said folder one as well, I'd I see links, annual report, links,
03:10brochure, and so on.
03:11So I know where I'm actually pulling those images from.
03:15I think that's good enough for now.
03:16Let's just click OK.
03:18And there they appear.
03:19Now this information can be sorted by any one of these fields.
03:24For example, this is the resolution.
03:26So if I click, I can sort by resolution and see all the 72 PPI images, all the
03:32way to the top, or if I want to do it the other way I just click again.
03:36And it shows them to me in descending order.
03:38And I really don't care what they original came in as.
03:40I want to see what they are now before I export it I can click in the effective resolution.
03:45This is the scale and I can see some things were really scaled small.
03:50And sometimes like for this one here -- let me bring this out, see if I can
03:55see more information.
03:56This one was not scaled proportionally.
03:59One dimension was 6% and the other dimension was 6.1%! Horrors!
04:04Of course we don't want anything like that happening.
04:06So you can get a lot of information just by looking up here.
04:08A couple other cool features that may not be obvious once you have added these
04:12elements to the columns area, is that you can drag-and-drop the headers if you
04:17want to change the order.
04:18So if you're mostly interested in the scaling amount you could drag that over so
04:24that the scale appears even before the page number.
04:26And as you can see I can also drag the column orders.
04:30You can even drag the column in front of the very first one.
04:34So for example if I want to see what is the color type of all these images.
04:38All these appear to be RGB so it's not that interesting, but a lot of people
04:43don't realize you can put things right in front of even the name.
04:45Let me move that back.
04:48I like that, so I'm going to put this back in the dock and then when I click it,
04:54it pops open. They all await.
04:55One last thing I want to mention to you is that all your work will be for naught
04:59if you forget to save this in a custom workspace.
05:02Because you have now customized one of the default workspaces.
05:07And it's okay if you go to another workspace and come back here.
05:10If you go to let's say Essentials.
05:12Or let's say Book.
05:17You go to Links you see that your changes weren't saved in the Book workspace,
05:21but if you go to Advanced and open it up, they are there.
05:25Until you choose Reset Advanced.
05:29And I don't to want to do it because it's going to erase my work.
05:31It's going to reset it back to the factory Advanced.
05:34So my customizations will still be in the Links panel.
05:38Even after I switch back to Advanced.
05:39Even if I quit out of the program and start it up again tomorrow it'll still be
05:43here, because it's been saved in a file on my computer as Anne-Marie's
05:49customizations to Advanced.
05:51But as soon as I choose Reset Advanced then it would delete that file and it
05:55resets it back to the factory Advanced.
05:57So what you need to do is choose New Workspace.
06:00I don't want this to be open is part of my workspace, so I'll go here.
06:03New Workspace.
06:04We'll call this Enhanced Links.
06:08Click OK and now even if I mess around, like let's come over here and come over
06:14here and we go to Essentials, we go to Advanced.
06:21Remember Advanced had it here.
06:22And we choose Reset Advanced.
06:26Now they're gone.
06:28If I go to Enhanced Links-- Oops, let's reset Enhanced Links.
06:34Yay, they're still there.
06:37Because I saved it with the custom workspace.
06:39So take a moment right now, move over to InDesign, open up the Links panel, go
06:45to Panel Options, add these customizations and save it in a custom workspace and
06:50you'll be a happier person for it.
Collapse this transcript
006 Magically building graphs with the Chartwell font
00:00Anne-Marie Concepcion > Do you ever wish that InDesign had a little charting function?
00:04You know something kind of like Illustrator but simpler, where you can easily
00:08whip up bar charts or a pie or something like that?
00:12So here's a workaround for that.
00:14So I'm not going to show you a hidden charting function in InDesign, though I would love to.
00:18Instead, I'm going to show you a way that you can use a typeface to create charts.
00:24The typeface is called Chartwell and it's really cool how you can use it.
00:28So let me show you.
00:29I've created a text frame in InDesign and let's say that my client has given me
00:33the statistics that they want a pie chart and they want to show 30% did X, 45%
00:40did Y, and 25% did Z. Right, that adds up to 100.
00:43So all you need to do is you type out those numbers, the actual numbers, no
00:48spaces, use a plus symbol in between each one, and then turn on Ligatures, which
00:55should be on by default.
00:56But I've turned them off in the meantime while I was playing around with this.
01:00So Ligatures should be on.
01:01Then as soon as you change the typeface for these numbers to Chartwell,
01:05watch what happens.
01:06So I'll come up here and choose Chartwell and I'll make sure to choose the pie.
01:15Big deal, you know, so it's a circle.
01:16Let's undo and instead before we do that let's change the color. So Swatches.
01:22We'll make the color of 25 red and the color of 45 green and the color of 30
01:30we'll make it this pretty orange.
01:32Let's try that again.
01:34Select these, make sure Ligatures is turned on, and change it to Chartwell, Pies.
01:42There you have it.
01:43So you can actually make this larger.
01:44It's actual characters, but it has actually made a pie chart.
01:48Now what if the client says, you know what I got the numbers wrong.
01:51Or I need to add another section to that pie chart.
01:53Well, you just have to adjust the numbers.
01:55Now you can do that in one of two ways.
01:56Now you could select this pie chart, and then turn off Ligatures, and there are
02:01our numbers and you can edit them that way.
02:04Or because we have this wonderful thing called the Story Editor in InDesign,
02:09you can just go to the Story Editor for that story that contains the Chartwell numbers.
02:15Edit > Edit in Story Editor.
02:17Or remember you don't see formatting in Story Editor.
02:19So here, we can say, instead of 25, we want to be 15 plus 10.
02:27And we're going to color the 10 blue. There you go.
02:34Now if you wanted to manipulate this chart, like you want to make it 3D or
02:37something like that, you going to have to convert the font to outlines and then
02:41you can take the pieces apart.
02:42They'll all come through as anchored graphics.
02:44But just in itself being able to quickly whip together a pie chart is so fun!
02:48Let me show you an example of the ways you can speed that up.
02:52Down here in this text frame I have the numbers already set up.
02:56And they're colored because in the Paragraph Style panel, I created a paragraph
03:00style called Make a Pie.
03:02Now to show you the numbers I duplicated it and turned off Ligatures.
03:06But let me show you how it's set up.
03:09I created nested styles so that the first number gets colored 100% of the
03:17color I called pie green and that character style gets applied through the first plus symbol.
03:22So I've created character styles for each one of these colors and then in the
03:28paragraph style called Make a Pie I used nested styles to automatically step
03:32through all those colors.
03:33So for example if I took out this one then all the other colors increment.
03:38If I say, oh that should be, let's put that back at 33.
03:41Now let's turn on Ligatures so just choose Make a Pie.
03:44This one has Ligatures turned on.
03:45And there's my pie chart.
03:47Another cool thing you can do with Chartwell Pies-- See there's three variations
03:52of Chartwell, Bars, Lines, and Pies.
03:54We'll look at Bars and Lines in a second.
03:56If for a pie chart only, you can add a letter at the end, which will put a hole
04:02in the middle of this, turning this into a ring chart as opposed to a pie chart.
04:06If I said +a, it makes a little tiny circle. Hard to see.
04:11I'm going to color that a black. And 30.
04:15Nah, we don't want 35% of black.
04:18We want it 100% of black.
04:20So let me go back here.
04:25Or let's actually jump to M. It makes it a little larger.
04:28Or if you said capital A, it makes it even larger, all the way capital Z. So
04:33from little A to capital Z, smaller and larger circles.
04:37Let's actually change the color here to Paper for that capital A. And now we
04:42have a little ring chart. Pretty neat, huh?
04:45And again if the client says, oh you know one of these numbers is different,
04:49then all you need to do is go to the -- you don't even need to select it.
04:52Just go to the Story Editor and change the numbers up here.
04:55It's something I've never seen before, but it works really well.
04:58You know, this font will not work now in some programs like Microsoft Word.
05:02It can't figure out what you are supposed to do.
05:04But in InDesign, Illustrator, and Photoshop, it works great.
05:08Remember, it's always the Ligatures that turn it from the existing numbers with
05:13plus symbols into the actual chart.
05:15So here, I have some numbers written out.
05:18And I've assigned the font style Bars to a Chartwell's Bars.
05:23But Ligatures is turned off.
05:24So you can see the numbers.
05:25I'll come over here and turn on Ligatures.
05:28And that is what the bar chart looks like. So let's undo.
05:3150, 130, 450, 200, and Ligatures, there it is.
05:37Now if you want, I'm going to go up to Story Editor, you can put little cap on
05:41the end by ending it with the equal symbol.
05:44And then I'm going to close this equal symbol so you can see it a little better.
05:48We'll color that black as well.
05:49So, you don't have to use a stacked bar chart like I've done here.
05:54What you could do would be to create on one line say 50, the next line say 130,
05:58the next line say 450, select them all, and turn them into bars.
06:03Like let's go ahead and do that.
06:04I'm just getting rid of the plus symbols and turning them into
06:08separate paragraphs.
06:09So then you can have a legend on the left showing the different amounts of
06:12things and then on the end of each one of these, you can add a little cap, you
06:16know you'd color it black.
06:18Actually, I should just copy and paste this one right.
06:20It's already colored black, I'll just paste it there, and there and there, and
06:25make a nice little bar chart for yourself.
06:27And just change the leading to change the spacing of the bars.
06:29Very flexible in that way.
06:31The last one that we have down here is called Chartwell Lines.
06:36So let's take a look.
06:37This one I've already turned on Ligatures and I'll open up Story Editor.
06:41Lines should be called area chart.
06:43It's an area chart.
06:44It fills in according to the numbers.
06:46You can have as long of a string of numbers as you want and then you just add
06:49plus symbols after that.
06:50So it starts out 25, 5, 100, 45, and so on.
06:55If you want to adjust something, like let's say it's not a hundred.
06:57It's more like 95, I'll select the number 100, replace with 95, and it reduces a little bit.
07:05So though I'm not able to show you a charting function in InDesign, al you need
07:09to do is get yourself the Chartwell font and you can have all sorts of fun
07:13playing with Ligatures turned on and off to make all sorts of fun charts.
07:17Now I've queued up to the designer's website here.
07:21It's TKType.com, and he's designed a couple typefaces.
07:25Otari's just a regular typeface.
07:27I thought it was another really neat one like this.
07:28But this Chartwell is just amazing.
07:30I mean he's got instructions here.
07:32They're $20 per font for bars, pies, and lines, or buy all three for $50. So check it out.
07:39It's a fun way to make charts with a font in InDesign.
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007 Using the Eyedropper tool to pick up character or paragraph attributes
00:00I wish I had a dollar for each time someone said they wanted a way to copy text
00:04formatting from one place to another in InDesign.
00:07Well, it turns out that you can actually do this already.
00:10You just need to know where to look, plus a couple of little secrets.
00:14The key to copying text formatting is using the Eyedropper tool down here at the
00:19bottom of the Tool panel.
00:21The Eyedropper tool is a very powerful tool, but with that power comes
00:24great responsibility.
00:26You must understand how it works or you're going to get yourself in trouble.
00:30The main thing you want to watch out for when using the Eyedropper tool is
00:33whether or not anything is selected on your page when you use it.
00:37Right now nothing is selected.
00:39So if I click to pick up some formatting, it won't affect anything on my page.
00:44If something were selected, well, whatever I pick up, it will apply it to what's
00:49selected immediately and that can cause some problems.
00:52If something were selected on my page, like a text frame or a graphic frame, when
00:56I'd use the Eyedropper tool, it will apply any formatting I pick up to that
01:00object and that can be good or it could be a problem depending on what I want.
01:05But at least you need to be aware of it.
01:07In this case, like I said, nothing is selected so I am going to go ahead and
01:11click on this word Hansel.
01:13It picks up that blue color and you'll notice that the Eyedropper cursor changed
01:17from white to black indicating that it has sucked up some of the formatting.
01:22It's copied the formatting.
01:23Now, I can come over to the word Petal and drag over those letters.
01:29When I let go, it colors that word.
01:32It takes the same formatting from the first word, the one I clicked on, and it
01:35places it on that new word.
01:37I am going to press the T key and select some of this text in this text frame,
01:42because I want to apply some formatting to that text with the Eyedropper tool.
01:47So once again I am aware that text is selected, so when I use the Eyedropper
01:51tool it will apply it to this text.
01:53I will switch back to the Eyedropper tool and click on this bold text down here.
01:58As soon as I click on that, it not only loads up the Eyedropper cursor, so you
02:02will see that the cursor changes.
02:04It applies that formatting to whatever was selected.
02:07Now even though that's still selected, I can keep using my Eyedropper tool.
02:11For example, I can drag over some words here and it applies that formatting,
02:16that bold text, to the text that I highlighted and I can keep doing this as much as I want.
02:20I will double-click on this and drag over here.
02:23That's a faster way to apply text formatting to more than one word if you want.
02:27And I can come over here and double-click on this word and apply it and you get the idea.
02:32As long as I keep double-keeping or dragging over text, it will apply that same formatting.
02:37The Eyedropper tool is not limited to a single text frame either.
02:41For example, I want to take the formatting from this head and drop it over here
02:45on the word Contents.
02:46So while the Eyedropper tool is still selected, I am going to hold down the
02:50Option or the Alt key and you'll see that while that Option or the Alt key is
02:54held down, the Eyedropper tool reverts back to a white Eyedropper cursor.
02:58That means I can resample something and I will click on the heading.
03:02Now I've copied that formatting from the heading and I'll come over to the
03:06Contents word and click on it. And it applies that formatting to that word even
03:11though it's a whole separate text frame.
03:13I will admit that the Eyedropper tool does take some getting used to, but
03:17man oh man, it lets you format a whole of text quickly.
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008 Selecting through and into objects using cmd-click and Select Above/Below
00:00David: In a complex layout, one of the most frustrating roadblocks is not being able to
00:04select something on your page.
00:07For example, I want to select this text frame, so I click on it but I don't
00:10select the frame at all. I select the graphic frame that's sitting on top
00:14of that text frame.
00:15This graphic frame is the one that has the map of California in it.
00:18So how do I select through that frame to get the text frame underneath?
00:22Simple. Just Command+Click on the Mac or Ctrl+Click on Windows.
00:27When I do that, I select through the object to the object underneath.
00:31InDesign is full of selection tricks like that and it really behooves you to
00:35learn a few of these if you're going to be working in InDesign very much.
00:38Here's another one.
00:39I want to select inside this group. I click on it once and I can see that it's a
00:43group because of the dashed line around it.
00:46Let me zoom in to 200% by pressing Command+2 or Ctrl+2 on Windows.
00:49See that dashed line?
00:51That's definitely a group that contains multiple text frames.
00:54How do I select one frame inside of that group?
00:57Well, in InDesign CS5 I can simply double-click.
01:00The double-click goes into the group and selects the next object down in that group.
01:05In this case, we can see that there's another group that was part of the bigger group.
01:09This group has two frames in it.
01:10So I will double-click again and you can see that now I have selected one frame,
01:15the one that says California, inside that group.
01:18If I double-click a third time, InDesign switches to the Type tool and places the
01:22cursor inside that word, because it's a text frame.
01:26Now I can actually select this text very easily and edit it all I want to.
01:30But what if I want to move up the group, like select the object itself?
01:35That's where the Escape key comes in.
01:37Press Escape once and you select the frame that holds that text.
01:42Press Escape again and you move up to the group that holds that text frame.
01:46If I press Escape key a third time, it selects the top group, the one that holds
01:51all of those objects.
01:52If you're using an older version of InDesign, then forget those double-clicks
01:56and Escapes and instead focus up here in the Control panel.
02:00The Control panel actually gives you buttons for selecting inside of a group.
02:03For example, this button here means select the content.
02:07that means go down into the group.
02:09That selects the first frame inside the group.
02:12Now I can move among the various objects in the group by the Selecting Next and
02:16Select Previous buttons.
02:18There is the next one, there's the next one.
02:20Well, I can see there are only two objects in here.
02:22There's that group.
02:23So I will go down into that group and then select that one.
02:26You get the point. When you click, you move into or around your group.
02:31Select the Container to move up the group.
02:34Let's zoom out to fit the whole page in the window again with the Command+0 or
02:38Ctrl+0 on Windows, and I want to show you one other very important feature in
02:43InDesign CS5 that lets you select objects, and that is the Layers panel.
02:48Most people don't think about the Layers panel as being a place that you select
02:52objects, but it turns out to be extremely helpful.
02:54I am going to open the Layers panel by clicking on this little tile there
02:58and then I'm going to focus on this little twist-down triangle next to the layer name.
03:02When I click on that in InDesign CS5 I can see all of the objects and groups on that layer.
03:08Not only that, but it also shows me what is selected.
03:11See that little blue box?
03:13That indicates that items are selected on that layer.
03:16If I want to select a different object on that layer, just find the object and
03:20click on that little box next to it.
03:21For example, if I want to go back and find this text frame again where it says
03:26Our vacation was fantastic, I'll come over to Layers panel, scan down it until I
03:30see something that looks right, and then click on the little box next to it. There we go!
03:35I have selected it.
03:36By the way, here is a secret tip about the Layers panel.
03:38If you have an object that you're going to be selecting a lot, you probably want
03:42to name it something special and you can do that by clicking on it, pausing, and
03:46then clicking again.
03:47Click, pause, click. That's the trick.
03:50That highlights the name and now we can change it to something else like I will
03:54put it in all caps, SELECT ME. There we go!
03:59Hit Enter or Return and now you can see that it really is highlighted there, and
04:03I can always get back to it quickly.
04:05Obviously, that didn't change the text on the page at all.
04:07That just gave it a name so it's more obvious in the Layers panel.
04:11Now the last selection tip I want to point out about the Layers panel is it's
04:14really a good idea to set things on separate layer so that you can hide them and
04:18lock them and so on.
04:20Let me show you what I mean.
04:21There are three images down here at the bottom of my layer and I am going to put
04:24those on a different layer.
04:26I can do that by creating a new layer.
04:28I'll click on the New Layer button.
04:29Drag that down below Layer 1.
04:31I just drag that down until I saw that little black bar, that moved it below
04:35Layer 1 and then I can select these three objects.
04:38In this case note that I am not selecting them on the page, I'm simply selecting
04:42them inside the Layers panel and I am moving those down under Layer 2.
04:46I will open that twisty triangle there and you can see that now those images are
04:50on Layer 2 instead of Layer 1.
04:53I never actually had to select the images on the page at all to do that.
04:57But the great thing about having these images on their own layer is that I can
05:00hide that layer or lock it.
05:02For example, I can click on that little eyeball icon there and they just disappear.
05:06I will turn it back on again and they reappear.
05:08Or I will click in the lockbox and you can see that they're all now locked.
05:12If I try clicking on one of those images, it simply will not be selected.
05:16That's a great way to control what can and cannot be selected in your document.
05:21I can even lock a single object.
05:23I will select this map of California, go back to the Layers panel, and click on that lockbox.
05:28Now if I try and select that text frame, it's easy.
05:31I simply click and because the map of California is locked, it's not selectable
05:36and I click right through it.
05:38Selecting an object on your page should be really simple, but when layouts get
05:42complicated, knowing all these tricks really comes in handy.
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009 Some great tips and tricks for the Swatches panel
00:00Anne-Marie: These Swatches panel in InDesign is the source from whence all good things come.
00:06It's probably the panel that I use most often in InDesign and I want to show you
00:10some cool little tips and tricks that you can do with this panel to make it
00:14easier for you to work in your various InDesign files.
00:17I think the number one thing that especially new user should know is never use
00:21the registration color.
00:23We don't know why Adobe persists and leaving it in the Swatches panel.
00:27I don't think that I've ever used if the registration color once and the problem
00:32is that if you do use the registration color, it's almost impossible to
00:35distinguish from black.
00:37If I selected this text and I color it registration, can you tell me what's
00:42black and was registration?
00:44But if we send this to print and they do a color separation, then this text
00:48comes out at 100% of the four process colors which would make for some very
00:52strange looking text.
00:54The registration color is only supposed to be used for things that should be at
00:58100% on each individual plate, usually things like crop marks and registration
01:03marks, stuff that's outside of a live page area.
01:06So if you cannot delete registration, which is true, you see the pencil with the
01:11slash, you can at least move it to the bottom. Did you know that you can
01:15rearrange these swatches? Yes.
01:17So get it out of the way, move it away from black at least, so that you don't
01:21accidentally select it.
01:23I am going to select all this and make sure that it's black again, there we go.
01:27By the way, any changes that I make to the Swatches panel while a document is
01:31open only apply to that document.
01:34If I jump to a different document, you'll see the registration color is
01:38right back up at the top.
01:39So if you want to make changes to the Swatches panel that will be in effect for
01:44every new document you create from now on, then make changes to the Swatches
01:48panel with no documents open at all.
01:52So I am going to close these two documents. I am not going to save any
01:54changes and I'll close this big honking thing and now we have the default Swatches panel.
02:02Any changes that you make to the Swatches panel with no documents open, then
02:06become the new defaults for the swatches in the application itself.
02:11It still will not change for any existing documents, but for new documents that
02:15will be the new starting set of swatches and that's a good thing.
02:18So here are some, I think, common changes you should make to the Swatches panel
02:22with no documents open.
02:23Number one, you already know.
02:25Move registration down to the bottom.
02:27get it out of the way.
02:28Number two, get rid of the colors that you would never use.
02:31Why are they even there taking up brain cells?
02:35How often do you need to fill something with 100% cyan? Maybe never.
02:39So I would select this color and delete it.
02:42I would do the same thing for 100% Magenta and Yellow.
02:47I actually do use these colors,
02:49red, green and blue, just to quickly fill things to see what they look like.
02:52So I am going to go ahead and leave it in.
02:54In addition to these existing colors, a color that you might want to add would
02:59be, say, your corporate colors.
03:00So for example, if you use a particular color, say a Pantone color, in a lot of
03:05your corporate pieces and you're constantly doing two color work where you are
03:08filling things with a shade of your corporate color, for example, then go ahead
03:12and add that to your default Swatches panel.
03:14So I'm going to go to Color Type Spot and we are going to jump to Pantone and
03:21we will just type in say good old 286.
03:24And we will add that. You know while you're here you can add in any other colors
03:28that you like to play with. Maybe you are kind of tired of red, green and blue
03:32and you'd like to have some neutrals or you would like to have some nice pink
03:36and lavender and go ahead and add them. It's not going to cost you anything.
03:40Now let me show you an even easier way to add colors.
03:43Let's say that in my work I constantly use the same colors in a variety
03:48of InDesign documents.
03:49Now those colors I have already painstakingly spec-ed in the Swatches panel
03:54for various documents.
03:55Why don't I just use colors from there?
03:58So you can actually save certain custom colors from your InDesign documents and
04:03then reuse them in other documents.
04:05So let me open one of these documents like this explore brochure.
04:10So we have some nice looking colors here.
04:12Let's say that I often use these four colors.
04:16These are all custom CMYK colors.
04:18I would like to add these to my default swatches, so that they're there with
04:22every time that I create a new document.
04:24So you select the swatches that you want and if you wanted like one up here, you
04:28didn't want the ones in between, you would hold down the Ctrl key on a PC or the
04:32Command key on a Mac. I actually don't want that.
04:35So, I just want these.
04:36Then go to the Swatches panel menu and choose Save Swatches.
04:41These get saved in a file format called Adobe Swatch Exchange, as you can see
04:46down here, and they are initially called by the name of the document that you
04:50extracted them from, but I could call it our favorite desert colors.
04:57So those are kind of deserty and then we will close this guy.
05:03Now in any new document or in any existing document for that matter, you
05:09can always go to the Swatches panel and then choose Load Swatches and select the ASE.
05:14Now this is an actual standalone file that you could put on a server for
05:18everybody in the workgroup to load whenever they need it.
05:20You can email it to your freelancers, you can include it with packages.
05:24I mean you could even post it on craigslist or eBay and maybe make a few
05:28bucks from it, why not?
05:29I am going to choose Open and the colors are added automatically to my Swatches panel.
05:34Another way to get Swatches that already exist in other InDesign documents is
05:39by picking and choosing them from the Add New Color Swatch dialog box and in
05:45some ways it's even better, because when you say something is ASE, you have no
05:49clue what colors are coming in when you load them.
05:51You might forget, what are my desert colors? Maybe there's a thousand colors in
05:55there and you just wanted a couple.
05:57If you want to actually pick and choose the colors from within this document or
06:00from within the Swatches panel itself, because we don't have the document open,
06:04go to the Swatches panel menu, choose New Color Swatch, and under Color Mode, go
06:11all the way to the bottom and choose Other Library.
06:14You can see I have already done this before, because it's remembering I choose
06:18California history book.
06:20But you choose Other Library and then you can choose any InDesign document
06:24that you'd like, and it gets added as though it was on its own standalone Pantone library.
06:31So I could say well, I want this color and I like this gold and that's about it. Nice, huh?
06:42Now this is getting a little messy.
06:44I am going to rearrange this and in fact, there's one last tip
06:47I want to tell you about to help organize your Swatches panel.
06:50A lot of users say isn't there a way we can group these, put them into folders,
06:55so that I can have you know, these are the colors that we are using for the Fall
06:58catalog, these are the ones we are going to use for the Winter catalog or colors
07:02by different my two main clients, something like that?
07:05And unfortunately, not yet.
07:07We keep hoping with every new version, but no.
07:09There is a kind of a workaround though that you could use that's kind of neat.
07:13Go to the Swatches panel menu, choose New Color Swatch, give it any color that
07:17you would like. I would like to use often just pure white.
07:20So I am just dragging everything over to the left and then turn off Name with
07:24Color Value and instead type in something that looks like a divisor. It's like
07:29a series of hyphens.
07:31And then click Add and you see what got added.
07:36Actually, it was a little too long so we have dot dot dot. so let me make one a little
07:42bit shorter, let's say like that, Add. That's better.
07:46And then whenever you do that then it says the next color will be the same thing
07:49only with word copy, but I don't want the word copy.
07:52I want to make another divisor.
07:53It can't be the exact same number of hyphens so I can just remove one, click Add
07:59again or I can even do something like ---Fall Colors and then we are going to
08:09delete that. And you know what I am going to enter here right? Winter Colors and
08:18because we can rearrange by dragging and dropping these color swatches, we can
08:22make our own little organization.
08:24So I might say here are the Winter colors. We will say it's blue and this blue
08:29and then the fall colors will go above there and the fall colors will be that
08:34one and that one and I think the yellow one as well. Maybe I am going to rename
08:44this color and we will call it Don't Use These.
08:52Guess which color I am going to put underneath there? And so on.
08:56So I am going to delete that one, delete that one and we will keep our corporate
09:01color up here, and there.
09:03Now we have our favorite colors that we use all the time up here and then here
09:07is the Falls colors for those projects, the Winter colors for those projects, and
09:11Don't Use These, because we can't get rid of registration.
09:13Now every time that I create a new document, those colors are available to me.
09:18But if I open up an existing document, I don't need to worry about my changes
09:24affecting it, because colors are saved with a document that they are edited in.
09:28So whether you need to edit the swatches in the current document or you want to
09:33create a swatch set that will work with all your existing document from now till
09:37the end of time, now you know.
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010 Saving down for backward compatibility with INX and IDML
00:00Anne-Marie Concepcion: We InDesign users don't live in a vacuum. We're usually not the only person who
00:06needs to work on a layout file.
00:08Often that layout file needs to circulate with their clients or coworkers or
00:12vendors, freelancers and they might not be using the same exact version of
00:17InDesign that we are. And that causes a lot of angst and consternation because
00:22unlike Photoshop or Illustrator or even Microsoft Word, InDesign does not have
00:27an actual menu command that says save to an earlier version.
00:31So that's what I want to talk about in this video, how to share your files with
00:35people who use earlier versions of InDesign.
00:38Right now I'm running InDesign CS5.5, as you can see from the splash screen.
00:43Now I am going to open up a document that's this is the latest version as
00:46I'm recording this.
00:48File > Open. I am going to go to the Desktop and open up a file
00:52called goldengate.indd.
00:55So it's missing some linked images.
00:58That's not a big deal.
00:58But the file itself opens up fine.
01:00Now I am going to close this and we're going to open it up with the earlier
01:04version of InDesign, InDesign CS5.
01:07You can tell that we are in 5 because it says CS5 here.
01:11We are going to try and open up that same file that InDesign CS5.5 just opened.
01:16And after a little bit of thinking it puts up this strange dialog box called
01:20Missing Plug-ins and this is the dialog box that you'll get regardless of the
01:24version that you're using to open up a later version indd file.
01:29If you're using CS3 and you try to open up a CS4 or CS5 file, you're going
01:34to get a dialog box.
01:34It doesn't say "you're using the wrong version, dummy." You are going to get a
01:38dialog box that says Missing Plug-ins with different kinds of Plug-ins listed
01:42here, which I think is a mistake because I get e-mails all the time from people
01:46saying, "How did I lose a plug-in do I have a virus? I need a plug-in.
01:50How can I replace this plug-in, do I need to reinstall the program?"
01:53No, all this is saying is that a later version of InDesign has a plug-in that
01:58ships with the program, because InDesign is essentially a bunch of plug-ins that
02:03work together as a team.
02:04And here is one of the new ones that your version doesn't have.
02:07So if you see this, the chances are 95% that it's not an issue of a missing plug-in.
02:13It's that the version that you're trying to open is a later version.
02:17Unlike Photoshop or Illustrator or Word, an InDesign file is like a database and
02:22with every new version that InDesign comes out with,
02:25it's like a new kind of database.
02:27So a later version can open up an earlier version without a problem.
02:32It will just go ahead and convert it and it will say converted when it opens it up.
02:36But it doesn't go the other way around.
02:38If I am in InDesign CS5.5 and I need to share this goldengate.indd file with
02:45somebody who has version 5 what can I do?
02:48You can't go to File>Save as earlier version, which I really think they should.
02:53Instead, you need to export it to a certain format.
02:55You will want to export it to the format called IDML, for InDesign Markup Language.
03:01Now this is kind of like an interchange format that they introduced with CS4.
03:07But unlike its earlier predecessor, INX, which was actually called an interchange
03:12format, the IDML format is human readable XML files.
03:17And that means that when we export to IDML from 5.5, not only will InDesign CS5
03:23be able to open this up, but also InDesign CS4 will be able to open up the same IDML file.
03:30We don't have to go through the rigmarole of opening up the IDML in CS5 and then
03:34exporting that out to IDML so CS4 can open it up.
03:37That's what we used to have to do with INX.
03:39So thank heavens, InDesign team switched to IDML back in CS4.
03:44I've already exported this file to IDML and we'll go ahead and open it up in InDesign CS5.
03:50We get the same message about missing links to images.
03:54Now when you export to IDML, the export does not include image previews.
03:59So if you do have missing images, when the person with the earlier version
04:03InDesign opens it up they'll just see gray placeholder boxes for those images.
04:08So that's something to keep in mind.
04:10You need to send along the images along with the IDML file, kind of like
04:14making a little package.
04:16It opens a copy of that IDML file as an untitled document and any CS5.5 specific
04:22features aren't supported of course in CS5. It doesn't know about them.
04:26But everything else comes through decently.
04:28You will have a rewrap of text because with every version of InDesign, even
04:33the dot releases like 55, they tweak the text engine a little bit so you need to expect that.
04:39I want to show you something very interesting here on the Desktop with this
04:42IDML file that's sitting here. We can actually peek inside it.
04:46If I drag and drop it to something like TextWrangler that shows the contents of
04:51archives you can see that here's the goldengate.IDML file and inside here we
04:56have all sorts of things like the master spreads. These are all XML files that
05:00you can sort of make out yourself and in fact these are completely editable.
05:04If we made changes here and saved it and then opened up the IDML file we might
05:09get a different result. We could change colors, we could change fonts, we could
05:12even change text and stories. Look at this.
05:15Every single text frame was exported to an XML story file.
05:19So if I go, let me find a one that's kind of long, I am looking at this little guy here.
05:23Here is the intro text here, so I could actually change this if I wanted to.
05:26So in other words the InDesign team has opened up the InDesign file
05:30specifications so that scriptures and plug-in developers and other automation
05:34specialists can actually create an InDesign file just by knowing how to put
05:39together all these component files of the IDML file.
05:42That makes InDesign much more flexible and powerful as we go on to future
05:46versions and for people who are were just using InDesign to actually create layouts,
05:50that means it makes it a lot easier to share layouts with people with
05:53different versions.
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011 Using the INX and IDML formats to fix problems
00:00David Blatner: Sometimes things go wrong with your document. You know, weird things.
00:04Suddenly you can't delete a color swatch or maybe Find Change can't find stuff
00:08that you know is there, or may be your file keeps crashing unexpectedly.
00:12If you really believe that it's your file and not InDesign that's the
00:15problem, you probably want to clean out the gunk by using an export feature
00:19called IDML or INX.
00:22Here is what you do.
00:23You go to the File menu and choose Export and then here in the Save as type
00:27pop-up menu, or what's called the Format menu on the Mac, you'd choose
00:30InDesign Markup (IDML).
00:32Now if you are using an older version of InDesign, InDesign let's say CS2 or
00:36CS3, you'll be using the INX files.
00:38It's called the InDesign Interchange Format INX.
00:41But here in the new versions of InDesign, it's InDesign Markup IDML.
00:46Once you save that, you click the Save button and I am just saving this out to my Desktop.
00:50So I'll switch back to my Desktop and you'll see that there is my InDesign file.
00:55It's my InDesign file with a new extension, IDML, and the IDML format or INX if
01:02you chose that that is the entire InDesign file kind of encapsulated into this
01:07little tiny package.
01:09And when I say tiny, I mean tiny.
01:11The original InDesign file was almost 5 MB and this IDML file, if I hover over
01:17this, will tell me that it's only 189K. That's much smaller.
01:22So we took everything that was inside the InDesign document, the storied, the
01:26layout, all of that stuff and not the images, it just remembers the links to the
01:30images but not the images of the thumbnails themselves.
01:33It remembers all of that.
01:34It exports all of that into this tiny IDML file.
01:38Now one of the things that's cool about this IDML file or INX, whatever you are
01:42using, is that you can actually send this to somebody else.
01:45I could e-mail this to a colleague, they could open that file, and they would get
01:50exactly the same stories, exactly the same layout.
01:53If they're having images, it would re- link properly and they would actually get
01:57exact the same file, but it was a much smaller file that I had to send them.
02:01So that's kind of a cool feature, kind of as a side note about IDML or INX.
02:06And actually, since I am off on this tangent already, I might as well go even
02:09further and tell you another cool thing about IDML and INX files and that is you
02:14can open them in a text editor.
02:16INX, you can just open in any text editor. You know, Windows Notepad or Text
02:20Wrangler on the Mac or whatever.
02:22IDML files are actually zipped archives that you need to unzip in order to get inside.
02:27So I am going to go ahead and do that here on this one.
02:29I'll just select it and rename this instead of .idml, I'll call it .zip.
02:34That's all. And it warns me are you sure you want to do that, yes I am sure I
02:38want to do it and I'll double-click on it.
02:40In Windows it's really easy because you just double-click on the file and it
02:43opens and you can see inside of it.
02:45On the Mac, you would have to open that zip file using a program like BetterZIP
02:49or Springy or something like that.
02:52The built in unzip feature on the Mac does not work. You need a utility even one
02:56of those little free utilities or something, low-cost utilities.
02:59Anyway, here we have a zip file and we can look inside of it and we can see here
03:03are all the spreads, here is all the stories. These are all just XML files.
03:08In fact I can scroll down here and grab this big one 13K and drag it out to my
03:12Desktop and that unzips it.
03:14Now I can open it in some program.
03:17I'll just open this in WordPad and you can see that this is what's inside.
03:21Now don't get freaked out here.
03:23I know it's geeky, but it's kind of interesting that you can see that this
03:26is the InDesign file.
03:28Here is all the text that was inside that InDesign file and granted you will
03:32probably never need to do this, but if you're a propeller head or you know, an
03:36InDesign geek, you are going to love this because it allows you to do all kinds
03:40of amazing stuff to your InDesign files that you never thought you could do.
03:44Anyway, I am going to put this away and move on to what we are supposed to be
03:47talking about here. Let's go ahead and close that and I'm going to change this
03:51zip file back to IDML, because what we're really trying to do here, yes I can
03:57change that, is clean out that InDesign file, right?
04:00There was some kind of corruption in the InDesign file. We exported as IDML and
04:05now we're going to reopen that IDML in InDesign.
04:09You simply double-click on it, or choose File > Open from within InDesign either
04:13way and InDesign opens the IDML file and it reconstitutes it so that you get
04:19exactly the same file as the original, but it's now this new untitled document.
04:25In most cases this untitled document has cleared out all of those weird document
04:29corruption problems that you were noticing.
04:31You know, most people don't know that technically InDesign's native files are
04:35databases and exporting and then opening that INX or IDML file is like a deep
04:40clean of that database, clearing out all the nooks and crannies that sometimes
04:44get gunked up as you work.
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012 InDesign's Easter eggs
00:00David Blatner: Okay, it's time for me to let you in on some of InDesign's deepest darkest secrets.
00:05Yes that's right, I'm talking about Easter eggs.
00:08Easter eggs are those little wacky undocumented features that the software
00:11engineers sometimes sneak into a program without telling anyone.
00:14Well InDesign has some really great ones. You've got know about these.
00:18Now if you used to use QuarkXPress, you may remember an old angry Martian that
00:23would come out and delete things off your page.
00:25And you know, now that most of us use InDesign we cannot miss that old alien a little bit.
00:30So fortunately the good people at Adobe added in an alien for us.
00:34And you can find them inside the Print dialog box.
00:37I'll choose Print from the File menu and I'm going to be doing a little secret
00:41trick here to bring the alien forth. Here's what you do.
00:44You go to the Save Preset button and you add a new preset.
00:48Doesn't matter what the settings are in this dialog box. You just create a new
00:51preset called Friendly Alien, right.
00:55QuarkXpress had the angry killing alien. This one is a friendly alien and I
01:00click OK and now as long as Friendly Alien is chosen up here in the Print
01:04Preset pop-up menu I can come over here and click once in this little area in
01:09the lower left corner.
01:10That's all you need to do. Click that little P page and all of a sudden
01:14here's our Friendly Alien and he is friendly too, he likes to say hello.
01:21Okay, so that's a totally useless feature. I admit it, it's a Friendly Alien, but
01:25it's just fun to know that it's there, isn't it?
01:27Alright, let me show you another Easter egg in InDesign. This one is
01:31actually somewhat useful.
01:32I am going to click Cancel mnd I am going to go to the Stroke panel and inside
01:36the Stroke panel and inside the Stroke panel I am going to choose Stroke Styles
01:39from the Stroke panel menu and when I do this it gives me an option to create my
01:43own custom stroke styles.
01:45In this case I am going to create a new one and I'm going to call it Feet.
01:49That's all I need to do, just call it Feet. Click OK, click OK and now I'll
01:54go draw something with the Bezier Pen tool, something like that. It doesn't
01:57really matter what.
01:58And I'm going to select that and change it to a much thicker stroke, maybe at
02:03big 30 pt stroke and change the Type to my new custom stroke style that I
02:08created called Feet.
02:10And there they are, there is the Feet. Zoom in on this so you can see it
02:13a little bit better.
02:14There is the little feet walking across my page.
02:16So maybe you need a feet stroke. That's how you get it. Who knew, right?
02:20We can do a couple of more in here too.
02:22We'll go back to stroke styles, click New, and I can change another one Woof.
02:27In this case I don't see any change in the dialog box. All I need to do is
02:31change the name and I'll get the effect minute.
02:33I am going to click Add, so I can add that one and start off with a new one and
02:37this one is going to be called Lights, there we go.
02:40Need two different ones and you can get a little indication here that something
02:44special is going to happen when I choose those.
02:46I'll select that stroke and I'll change it to the Woof and you can see that
02:51instead of human feet we have canine feat. Now isn't that cute?
02:55And now we'll do one last one. Change it to lights.
02:58This one I really like for your holiday letter or something.
03:00You want some holiday lights on there? There you go.
03:02Holiday lights inside of InDesign.
03:05Now the last Easter egg in InDesign that you have to know about is the butterfly
03:09Easter egg and if you've been using InDesign for a long time you may remember
03:13that the old icons for InDesign that Adobe used to use was the butterfly.
03:18And some of us are sad because there are no butterflies anymore.
03:20But wait, there are butterflies. They are in there. You just need to know where to look.
03:25To find them you go to the InDesign menu and choose About InDesign or on Windows
03:29you choose About InDesign from the Help menu. Either way you get this page of
03:34credits with all these people who worked on InDesign, which is kind of cool.
03:37You can see even more by clicking on Credits down here, but we are not going to do that.
03:41Instead, while this little splash screen is open we are going to type the word
03:46butterfly, B-U-T-T-E-R-F-L-Y.
03:51There you go. There are InDesign's butterflies inside this little window here
03:55and they're flying around in this beautiful pastoral scene. Isn't that lovely?
04:00It actually gets better here because-- or worse depending on how you look at it.
04:03You can actually click on these and pin them right into place.
04:08So that's-- some people like that kind of thing. Don't worry.
04:12It's doesn't hurt them really. You can unpin them by clicking on them again and they'll unpin.
04:17But if you do a bunch of these sometimes you get an even better effect. I am
04:21going to keep clicking, keep clicking, keep clicking, and it's kind of a game
04:25here to see how many you can click.
04:26If you can get a bunch-- oops I undid by accident- if you can get a bunch of
04:29these pinned, you'll see a little friend come out to greet you.
04:33There we go, there is our friend, the friendly alien, coming out and freeing the butterflies.
04:39So there you go.
04:39That's the final Easter egg that I wanted to show you today. And then when you're
04:43done with that, when you're ready to put the butterflies away, just press the
04:46Escape key and that makes it go away.
04:49Granted, these Easter eggs may seem like they're completely superfluous and
04:52useless, but after a long day thinking about hyphenation or footnotes,
04:56these puppies are just the ticket for remembering your sense of humor.
Collapse this transcript
013 Three cool GREP styles everyone can use
00:00Anne-Marie Concepcion: One of the most powerful and underutilized features of Adobe InDesign is GREP styles.
00:06I want to show you three cool GREP styles that everyone can do.
00:10This is really cool stuff.
00:12Let me show you. For example, you may have seen the word grep in Find Change,
00:17which it's been around in Find Change since I think CS2 or CS3, and GREP Find
00:22Change lets you find text based on a pattern.
00:25So instead of just a straight text you can actually say find any digits that's
00:30repeated a bunch of times or that you know falls at the beginning or end of a
00:34paragraph that kind of thing.
00:36And with the GREP Find Change you cannot just find text based on that matching
00:41pattern, but then you can change it.
00:43You can add characters before or after, you can flip around parts of it, like you
00:47can changed cents to dollars or put the last name in front of a first name, and
00:51of course you can find based on format or change the format of found text.
00:56So that kind of GREP is slightly different than what I want to talk about,
01:00which is GREP Styles.
01:01Now GREP styles were added in CS4 and the GREP style lets you embed that Find what,
01:06that pattern within a paragraph style.
01:09It does not let you change what is found, but it does let you apply a character style.
01:15So it's kind of like a hybrid between Find/Change GREP and a nested style, Or maybe
01:21you can think of it a nested style that's more intelligent.
01:23So let's take an example of the first very cool GREP Style that you can do.
01:29Here we have a paragraph. This one that starts with in a matter of weeks
01:32and this is a paragraph from a Hansel & Petal plant catalog. The company name is Hansel & Petal.
01:38And let's say that every time Hansel & Petal is mentioned we want it to be bold.
01:43You could go to Find/Change and make it bold but then you would also have to say
01:48every time that Hansel & Petal lowercase or let's say it's also uppercase
01:52sometimes, so let's say we'll just add it right here, Hansel&Petal, and sometimes
01:59it is also separated by spaces. Hansel & Petal.
02:06Well that's a lot of Find/Changes that you'd have to do constantly and every
02:09time you edited something or before you send it to press or before you export it
02:13a PDF for the website, you'd have to always do the same Find/Change and look for
02:17these and apply the bold style.
02:19Instead what you could do would be to edit the body style so that these
02:23automatically become bold.
02:24I am just going to double click, body, and go down to GREP Style and I want to
02:29add a new GREP style.
02:31You just need two things with the GREP style.
02:33You need to know what is the name of the character style that you are going to
02:37apply to the found text, that's this drop-down menu here, and if you forgot to
02:40create a character style, you have this wonderful little feature that let's
02:44you create one on the fly right here without having to back out of all these dialog boxes.
02:48But I did think about it first, so I want to make something bold. And then to the pattern.
02:54Now it only suggests in a one or more digits. I don't know why it's there.
02:58It should just be blank in my opinion.
02:59But what we want to do is we want to apply the bold style to every time somebody
03:03rights Hansel & Petal and you can do that just by typing it in.
03:07No GREP code necessary, check this out. Hansel&Petal.
03:09Now as soon as you type it doesn't automatically happen. You have to click in
03:14the gray area to make it go into effect.
03:17So that worked on that one but it didn't work on this one or this one.
03:21So you think okay, fine, well I know how to do it now. I'll just add a
03:23new GREP style because there is no limit to the number of GREP Styles you can
03:26add to a paragraph style. Well there probably is. Maybe there's a million that
03:30you can, but I haven't tested it myself.
03:32But instead of actually creating you know another GREP style that says well if
03:35they're uppercase and another one that says if there is space, you can combine them.
03:39You can be more efficient and save electrons by just editing this one and
03:43creating what we call an Or statement.
03:45So if the text says this or it starts with a capital H and a capital P, so the
03:51Or character is this pipe, it's called.
03:54It's the vertical line and it's the character in your keyboard right
03:58above the backslash.
03:59So it's Shift+Backslash.
04:01Let's do another one, Hansel & Petal.
04:05So even though we are doing a GREP style, we're not using any particular GREP
04:10code, just straight text.
04:12So didn't I tell you? It's a cool GREP code that anyone can do.
04:16Click in the gray area and notice that they all become bold automatically.
04:19So now you don't have to worry about it.
04:21Whether the text is existing or you're typing it on the fly or you're flowing
04:26it into a document, as soon as you apply this paragraph style called body, all of
04:30these instances will become bold or of course you know you could've applied any
04:34other kind of character style to any other kind of pattern that you're looking for.
04:37So keep that in mind. Here's an easy one for anybody, that anybody can use a GREP
04:41style based on matching text and variations of that separated by this pipe.
04:46Let's look at another example. I am going to zoom out and go up here to this
04:50paragraph. Let's zoom in a bit.
04:52Here we have an example of a paragraph with a fraction in it.
04:57And normally when I see this fraction I would want to select it and apply the
05:01Fraction character style.
05:03But what a pain, right.
05:04Can't we just make the Fraction style part of the paragraph definition?
05:08So this paragraph style is Section Blurb. If I come down here to Section Blurb
05:12and under open type features I turn on Fractions, watch what happens.
05:18It does apply the formatting correctly to this two thirds, but look what has
05:22happened to the other punctuation.
05:24This comma moved up, this period moved up.
05:27Some OpenType fonts are not as smart as others.
05:30And when you turn on use fraction glyphs for the paragraph style it applies
05:36the Fraction style to anything it thinks could be a numerator, like periods
05:41and commas and so on.
05:42So instead you're supposed to apply the fraction one by one to the actual fractions.
05:46Oh, that's pain.
05:47So let's turn that off and instead we're going to go right to GREP Style, and
05:52it's still using the Hansel & Petal but we're going to add another one here and
05:56we're going to apply the style called Fraction to a fraction.
06:00I am just going to do a very simple fraction here.
06:02So we want one or more numbers, right. That's what that means. The slash indeed
06:07means any digits and the plus symbol means one and more times followed by a
06:11slash and then the same thing, one and more numbers, right. So that's \d+.
06:18Click in the gray area. I have preview box turned on and we can see that two
06:22thirds is now formatted correctly, but the commas and periods have stayed in place.
06:26So that's two GREP styles that anyone can use and now let's do another one.
06:30This one is lot of fun.
06:32This one can search for anything in between quotes and apply a character style
06:36to the entire phrase including the quotes.
06:38That can come in handy lots of times. Let's test it out.
06:41Let's say many plants cannot compete well in a border. We'll surround that with
06:47quotes and now we're going to edit section blurb again and down here under GREP
06:53Style I'm going to add a new GREP style that applies the style let's say italic to�
06:59And now how do you say anything in between quotes?
07:02Well luckily you can just start out by saying opening quotes. It doesn't make any
07:05difference if it's curly or straight. And then any character is .+?", right.
07:12Click in the gray area. Tada!
07:15So we can type stuff and quotes. So let's say soil type, freshness of the
07:19water, or we can just go ahead and add quotes anywhere that we want and it
07:24automatically gets that character style applied because we added it as a GREP Style.
07:29So it's just been a few minutes and now you know three cool GREP styles that you
07:33can start applying to your projects today.
Collapse this transcript
014 A field guide to special characters
00:00Anne-Marie Concepcion: When you're working closely with text, as I am here zoomed way in, if you've
00:05turned on Hidden Characters which you do from under the Type menu-- right now it
00:09says Hide Hidden Characters because I am showing them-- you might be flummoxed a
00:13bit by some of the weird special characters or hidden characters that appear.
00:17I mean we all know what this little dot is, right. That's a single space.
00:21So if I typed another one we'd see two dots in a row.
00:24And if I added a tab, I'll just press the Tab key, we see the double chevrons. That's normal.
00:30But what about some of these other characters that like we can even see in this
00:33one little bit of text.
00:34For example this guy here.
00:37What the heck is this thing? A little arrow kind of thing pointed up with some
00:41dots above it and if you're not sure if that's an actual character that somebody
00:44just happened to color blue or not, you can always just hide the special
00:49characters that is signifying something and then show the Hidden Characters again.
00:54Then we have another instance of here is a hyphen with a little squiggle above
00:59it, a tilde, and then here is another hyphen without one.
01:03Is that supposed to mean something?
01:05Hey actually, yes it does.
01:06In fact there are a slew of the hidden characters or special characters or
01:11symbols that may appear in your InDesign document that you might wonder what could these mean.
01:16So I am going to go through a few of the more interesting ones and then I'll
01:20show a guide that you can download that I put together for you that has the
01:24complete list of all of these special characters and what they mean.
01:28The first thing is you want to make sure and zoom in closely so you can what
01:32these look like and then it will also help you to view what's happening when you
01:36zoom out by pressing Command+Zero or Ctrl+Zero.
01:39By going to the View menu and going down to Extras and choosing Hide Frame Edges,
01:44because some of these special characters run right up to the edge of a
01:48frame, and then also View > Grids & Guides > Hide Guides.
01:54So now we can see all these and I am going to zoom in a bit.
01:57This in case you are wondering is actually an index marker.
02:01Somebody clicked in front of the word Mission Dolores and they added it to the Index panel.
02:08This tilde above the hyphen means that it was automatically hyphenated by InDesign.
02:13Hyphenation has been turned on for this paragraph and when InDesign decides it
02:18needs to hyphenated it will go ahead and do so but that little symbol means that
02:22it's an automatic one.
02:24So if I deleted some keys so that the word Missionization was on one line then
02:30the hyphen disappears.
02:32And that is different from this hyphen down here which is actually a hard hyphen.
02:36Let's delete a couple of words before it and scroll over and you can see that
02:42somebody actually typed in neighborly- Mission. And so if the word doesn't needs
02:46to break there you'll still see the hard hyphen.
02:49So that's a hard hyphen and an automatic hyphen.
02:52There's a third kind of hyphen called a discretionary hyphen.
02:57So say that for example I didn't want the word eventually to break here, which
03:02is how it's going to break according to InDesign's automatic hyphenation. I want
03:07it to break right here between the n and the t. I could go up to the Type menu,
03:11go down to Insert Special Character > Hyphens and Dashes and enter a Discretionary
03:18Hyphen or press the keyboard shortcut.
03:22So what this means is InDesign ignores your own hyphenation dictionary and only
03:27break the word right here right, where I put the Discretionary Hyphen in.
03:31It's called Discretionary, because if it doesn't hyphenate at the end of the
03:35line, if it doesn't need to break, then it doesn't appear.
03:38And there is no white space added by this.
03:40If I add Hide Hidden Characters, you see that you can't even tell that there was
03:45a hyphen here. Different than this hyphen which will always be there.
03:47So I am going to go ahead and Show Hidden Characters again and we'll see if we
03:54can force that word to hyphenate. Let's zoom out.
03:56And I don't think we are going to be able to get this guy to hyphenate.
03:58But in case you see this strange little blue hyphen inside of a word, then that's
04:10probably what it is, is a Discretionary Hyphen.
04:14Since I am zoomed out we can see another kind of strange character.
04:17It looks like a little hourglass and this actually means that there is a note here.
04:22If someone is working inside the type and they wanted to add a nonprinting note
04:26for one of their colleagues to read they could go to Type > Notes and choose New
04:31Note and then if I click the top half of this the Note panel appears and it tells
04:36me that contents of the note. Please add which region of Spain here.
04:40Let's zoom out a bit. There's another weird one down here. Let's see right here.
04:48So you might look at this and say oh I know what that is.
04:50That means that it's misspelled.
04:52That's the Dynamic Spell Check.
04:53But if we go to the Edit menu, go down to Spelling, you can see there's no
04:57checkmark next to Dynamic Spelling.
04:59It's not turned on.
05:00The other clue is that there is this large arrow to the left of it and if we zoom
05:04in even more closely, you can see that there are some dots here.
05:08So what is all this?
05:09This is actually an instance of conditional text.
05:12If you go to the Window menu down to Type & Tables and choose Conditional Text,
05:17you can see that there is actually a condition that's visible here and that we
05:22could choose instead a different condition, which means it's not even there, so
05:28somebody didn't add the Spanish condition yet.
05:31This indicates the presence of conditional text and then this little red line,
05:35the squiggle, is the indicator for this kind of condition.
05:40You'll see even more interesting stuff if you click inside your story and then
05:44go to the Edit menu and choose Edit in Story Editor, where a lot of these
05:49settings look completely different.
05:51For example here is the conditional text that we see in eyeball instead.
05:58Here is a hyperlink. Now this is kind of hard to tell. You may have just
06:02thought it was a color, but actually this is a hyperlink and in the InDesign
06:06when you are in the Layout View, hovering over hyperlink doesn't change your
06:09cursor to anything.
06:10It's only if you export it to PDF including hyperlinks that in the PDF in
06:15Reader or Acrobat then your cursor will change to a pointing finger indicating
06:19this is an actual link.
06:21So to quickly locate links inside your InDesign document, you could either look
06:26at the Hyperlinks panel or you could open up the story in the Story Editor and
06:30then these indicators indicate that it's a hyperlink.
06:34Market Street in the early days apparently was marked off with XML tags.
06:39This indicator means that there is an in-line graphic.
06:41Here is a note that we just looked at in Layout View where they appeared in-line.
06:47Here is the Index Marker that looks like a something from a totem pole right
06:50before Mission Dolores.
06:52So you not only have to become familiar with what these hidden characters look
06:56like in the Layout View but also in Story Editor.
06:59That's the only way that you're really going to be in control of what's
07:03happening with your text is knowing like what these special symbols mean in both views.
07:08And that's where this guide will come in handy.
07:11I went through all of the different special characters and took screenshots
07:14of them all and I made a PDF that indicates a different kind of hyphens and
07:20line breaks and also what things look like in the Story Editor as opposed to the Layout View.
07:27And you can download those from either lynda.com or if you go to our website at
07:32indesignsecrets.com go to the Resources section and choose LINK, SITES and
07:38RESOURCES and I'll have a link to the InDesign secrets guide to special
07:42characters there as well.
07:44So now you an idea of the scope and breadth of all the different kinds of hidden
07:50characters that and InDesign file can contain.
07:53Each one has a specific kind of information that you need to know about.
07:57So become familiar with these and use our guide when you need some extra help.
Collapse this transcript
015 Trashing the application preferences to solve weird behaviors
00:00David Blatner: Have you ever launched InDesign and found a whole panel is just blank or maybe
00:05it has no buttons in it or some other really weird problem affecting the
00:08program? Well the first thing that you should do is quit and restart InDesign.
00:13But if that doesn't clear up your problem, the solution is almost always do we
00:17build your preferences files.
00:19Let me show you two ways to do that.
00:21First, I'll quit out of InDesign. I don't need to save this particular file and
00:26I'm going to re-launch InDesign.
00:28In this case I am going to do that by just double-clicking on the application
00:31file here in this folder and as soon as I launch it, I'm going to hold down all
00:35my modifier keys on the keyboard.
00:38That means on the Mac I hold down Command, Option, Control, and Shift and on Windows
00:43I would hold down Ctrl, Alt and Shift.
00:46Hold them all down immediately after launching the program.
00:49And if you hold it down fast enough you will see this dialog box appear.
00:54Do you want to delete the InDesign Preference files?
00:57In this case I say yes I do.
00:59Now if you didn't hold those modifier keys down fast enough you won't see that
01:03dialog box and InDesign will launch normally.
01:05So just go ahead and quit and try it again, holding those keys down a little bit faster.
01:10In this case I know that InDesign has deleted those preference files and
01:13started me off with brand-new fresh ones with no preference corruption or
01:18anything like that in there.
01:19But there's a problem.
01:20The problem is I've lost all my preferences that I had set up.
01:24For example, normally when I first launch InDesign I set up a few preferences
01:28that I want to be the defaults in the program.
01:30For example here on the Mac I like turning on the application frame
01:34and maximizing that.
01:35You don't need to do that on Windows because there's always a maximized
01:38application frame in Windows, but here on the Mac I like turning that on.
01:42Also I'll go to my Preferences dialog box and I'll do things like turn on my
01:46Apply Leading to Entire Paragraphs.
01:48That's just a preference that I like having turned on all the time, so I make
01:52that change while no documents are open, therefore it will change all
01:56subsequent documents.
01:57But those kinds of preferences are exactly the kinds of things that get lost when
02:00you rebuild preferences.
02:01So here's what I am going to do.
02:03I set up the preference just the way I like them, then quit InDesign-- very
02:07important to quit InDesign because InDesign only writes those preferences to
02:11disk when you quit InDesign.
02:13So I quit. Now I am going to go find those preferences files.
02:15I'll show you how to do this on both Mac and Windows, Mac first.
02:19Here I'll open up new folder and then inside my user folder I'll open the
02:23library and then inside Preferences folder here I'll find the Adobe InDesign
02:28preferences. So I'll open that up then I'll see my Version folder. Depending on
02:32what version of InDesign you're running you'll see a different number here, but
02:35I'll open that up and depending on what language you're using you'll find a
02:39different named folder here.
02:40This is the US English folder. I'll open that up and finally we find the
02:46InDesign defaults file.
02:48That's where those preferences were saved into.
02:51You'll also find some other files in here.
02:53For example your shortcuts sets or your custom workspaces but the one I really
02:58care about right now is InDesign Defaults.
03:00I am going to take this and I'm going to duplicate it out onto my Desktop.
03:04You can save a copy anywhere, onto a thumb drive or a server or any other folder,
03:09just as long as you have a duplicate of your preferences file with all those
03:12settings just the way you want.
03:14That way in the future if I ever have some kind of problem and I want to delete
03:18those preferences, I can just come in here, grab that, throw them away, and then
03:23duplicate my nice clean one back in here.
03:27When I restart InDesign it will start off with the preferences just the way I had them.
03:31When I restart InDesign it'll start up with the preferences just the way I wanted them.
03:36Now let me show you where those hidden files are on the Windows side.
03:40Windows Vista and Windows 7 hides InDesign's preferences files.
03:44They are in a hidden folder called AppData.
03:46So in order to see that you must first go to the Organize menu and choose Folder
03:51and Search Options. Inside this dialog box you can choose View an then turn on
03:57Show hidden files, folders and drives.
03:59Without that you'll never find the AppData folder. There it is.
04:03So I'll double-click on AppData, double- click on Roaming and keep going inside
04:08Adobe and then InDesign and then inside your version number. Remember the
04:13version changes depending on which version of InDesign you use. Inside there,
04:18there is a language folder. This is my US English language and here is my
04:22InDesign preferences file called InDesign Defaults.
04:25I can back that file up by copying it into another folder.
04:29In this case I'll simply right click and drag it onto my Desktop and then choose Copy Here.
04:34Now that copy has all of my clean preferences in it.
04:39It's easy to forget that InDesign has always hidden support files running behind the scenes.
04:44But these files are often the key to troubleshooting whenever things go wrong.
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016 Aligning numbered lists by decimal points
00:00David Blatner: I thought this numbered list look pretty good, but Anne-Marie told me otherwise.
00:04She wants all of these little decimal points to line up.
00:07Can you do that in InDesign?
00:09Sure, but it's not at all obvious how to do it. Let me show you.
00:13First, let me go ahead and zoom in here and now I'm going to open my Paragraph
00:17Styles panel because all of these are set up as a paragraph style.
00:21In fact it's called the numbered list paragraph style and you too it should be using
00:25paragraph styles. Make sure that whenever you make a list, make it as a paragraph
00:28style. Much easier to edit later.
00:30So I'll right-click on numbered list and I'll choose Edit and we can see that
00:34the dialog box opens up over here.
00:36I'll click on Bullets and Numbering and now I am going to focus down here at the
00:39bottom of the dialog box in the Bullet or Number Position area.
00:43The obvious thing to do is to change the Alignment pop-up menu to Right.
00:47That should make all of those will right aligned and align up all those
00:51decimal points, right?
00:52But even though the Preview checkbox is turned on, you can see that nothing
00:56happened at all. Why?
00:58Well the key is the Left Indent feature.
01:01It's set to zero picas.
01:03That means that its right up against the left edge of the text frame and
01:07InDesign has a rule: you cannot push anything outside the text frame.
01:12Well technically you can. In some situations you can get it out there.
01:15But in this situation with a numbered list you cannot do it.
01:19It will not let you push those numbers outside the text frame.
01:22So what we need to do is increase the Left Indent number.
01:25Let's bump this up to let's say to 2 picas.
01:29Press Tab and you can see that because the Preview checkbox is turned on,
01:32it updates automatically in the background and look at that. All the decimal
01:36points are aligned.
01:37It pushed the Left Indent in 2 picas and that gave those numbers room to move
01:43back, to be right aligned.
01:45Notice that InDesign also added a tab here at three picas.
01:48That's why all of these words are lined up exactly at the 3 pica mark.
01:54But there's a problem.
01:55When we get down here to a paragraph that has more than one line, it's
01:59not indenting properly. What is going on?
02:02Well, the Left Indent was set to 2 picas and then the Tab brought us over to the
02:073 pica mark, but then the other lines reverted back to the 2 pica mark.
02:12So what we really need to do is create a hanging indent and a hanging indent
02:16is created in InDesign when you have a positive Left Indent and a negative First Line Indent.
02:23So what I am going to do is bump this Left Indent up to 3 picas and then bring
02:28the First Line Indent to -1 pica.
02:32So there we go, that positive Left Indent and a negative First Line Indent gives
02:36me enough space so that all the decimal points are lined, but also sets it up so
02:41that the multi-line paragraphs indent properly.
02:44By the way, you'll also notice that when you do set up a hanging indent, the tab
02:48position field blanks out.
02:50It doesn't need the tab anymore, because it knows that you're using a hanging indent.
02:55You'd think that Adobe would just make the Right Align numbers feature work the
02:58way you'd expect, without all this extra dialing in of the numbers and stuff. But no such luck.
03:03And until they get it figured out you're just going to need to take the extra
03:06minute or two to get these all lined up correctly.
Collapse this transcript
017 Running a script
00:00Anne-Marie Concepcion: You know it always shocks me when InDesign can't do everything.
00:03You know, when there are features missing, because by this time you think of it
00:07would have come up with every single feature and added it to the program, but
00:11the good thing is that InDesign is very scriptable.
00:14It's very easy to add scripts, sort of like little mini programs that add
00:20the features that for some reason the InDesign engineers didn't add to the program itself.
00:25The scripts community is very rich in InDesign and what I want to show you in
00:29this video is how you might locate scripts and then how you install them and how you use them.
00:34It's surprising to me that so few InDesign users who depend on it for their
00:38daily living, don't even know that there are free scripts that come with the program.
00:42So let's take this one example.
00:44Here we have a document with two different tables.
00:46Now say that I heard from the client and they say "you know what, we want this
00:48to be one table." So like well how can I select these two tables and make them into one?
00:54I mean there is no Merge Tables.
00:56There is just a Merge Cells command.
00:58You think "oh man, I am going to have to figure out how to do this and add
01:00empty rows and copy and paste," but actually there is a Merge Tables script
01:06around and I read about it some place and I know that it's here in this
01:11website in-tools.com.
01:12INtools is a company that makes free and commercial scripts and plug-ins for
01:17Adobe InDesign, and in their scripts page, they have one called Table Merger.
01:23This is a simple script which merges two tables.
01:26But before I go ahead and download that, let's talk a little bit about where
01:29you might find the script in InDesign and then we'll go ahead and install that
01:33Table Merger script.
01:34So in InDesign-- and we are in CS 5.5 right now.
01:39In 5.5, and I believe in 5 as well, the Scripts panel is hiding down here in Utilities.
01:46You choose Scripts.
01:47In earlier versions of InDesign you'll find it under Window > Automation and then
01:52there will be fly out that says Scripts Automation, but here we're in Utilities.
01:56So you open up Scripts and I am just going to drag this panel out so we
02:00can concentrate on it.
02:01Here's two folders, Application and User, and what that means is there are scripts
02:06that are installed at the application level so anybody who logs on to this
02:10computer can use them, or there are scripts that are private only to the current
02:14user and right now that folder is empty. I don't have anything installed.
02:19But in Applications, there are always going to be some free sample scripts
02:23is what they call it.
02:24Now I am on a Macintosh so there are two flavors of scripts.
02:28One is AppleScript which is Mac only; the other one is JavaScript which is by platform.
02:33So the same JavaScript scripts can be run on both Mac computer and a Windows computer.
02:38Now if I were on Windows, I'd see samples, but it would say JavaScript and VBScript.
02:43VBScript is Windows only.
02:45Essentially the scripts are the same so in AppleScript, AddGuides, AddPoints,
02:50AdjustLayout, in JavaScript, AddGuides, AddPoints, AdjustLayout.
02:54And actually these are here to help people who want to learn how to script
02:57practice some essential concept because InDesign does ship with a PDF about
03:01how to script InDesign.
03:02But I'm not teaching you how to actually script.
03:05What's interesting is that a lot of these object lesson scripts actually do very
03:09useful things and to run a script all you need to do is double-click something.
03:13So like for example, if I make a selection, let me just drag out a little square
03:17here and I have it selected and then I choose for example CropMarks, I get a
03:23little dialog box that says where do you want me to put the CropMarks, should I
03:26include Registration Marks?
03:28Where should I draw the marks around each object or just the entire selection?
03:32I'll say the Selection and it made little crop marks around my selection.
03:36So there are all sorts of interesting things that these scripts can do.
03:39Unfortunately, I'm not finding Merge Tables here, right?
03:43So there's no Merge Tables script here, but I did hear about that one that was
03:48offered for free at the in-tools.com website.
03:51Now the question is how do I get that script into my Scripts panel?
03:55It's actually really simple.
03:57You don't have to quit InDesign and by the way the instructions that I am
04:00showing you here on the Mac also work exactly the same in Windows.
04:03In fact it's a lot easier if you start up the program and open up your Scripts
04:07panel, because if you right-click on the folder that you want your new script to
04:12go into, it will bring you right to it in the OS. So on a Mac it will bring you
04:17to that folder in the Finder and on Windows it will bring you to that folder
04:20in Windows Explorer.
04:21So let's say that I want to install that script and have it available for
04:26anybody who uses this computer.
04:28That means I want to install it in the Application area and I'll go ahead and
04:31install it inside the Samples folder.
04:33So I am just going to right click on the Samples folder and choose Reveal in Finder.
04:37It opens up a window in the Finder that shows me exactly where that is.
04:42There is the AppleScript and JavaScript.
04:43And if I go to the left, you can see that actually we are in the Adobe InDesign CS
04:485.5 Application folder and inside there, there is a Scripts folder.
04:53So I could do this myself actually just in the Finder. I don't have to always
04:57right-click from that folder.
04:59Inside there, there is another folder called Scripts panel and then that is
05:02where you want to install your scripts, inside the Scripts panel folder. Same on
05:07Windows and the Macintosh.
05:09You don't have to use the Samples folder.
05:11You can create your own folder.
05:12In fact I think I will. I am just going to select this and then go to New Folder
05:16and I'll call this my scripts.
05:18Now this is the folder that I want to install the script in.
05:22So I am going to now go back that web site and download the script Table Merger. It is a zip file.
05:29I am going to go ahead and say yes, open it up with StuffIt Expander.
05:34Now I need to find out where that file got downloaded to.
05:37If I didn't have my Downloads window open, I could have opened it from Firefox's
05:41Tools menu. There's Downloads.
05:42There is the Tables, Show in Finder, there it is, and we've already unzipped it.
05:47So I am just going to move this over to the Desktop and we'll take a look. This is .jsx.
05:53That stands for a JavaScript script and a JavaScript script is simply a text file.
05:59Now you could open it with, you know, the actual program that Adobe ships with
06:03every installation of the Creative Suite, called The ExtendScript Toolkit.
06:07It's a special program just for writing JavaScript.
06:10But I want to show you that I can even open it in TextEdit, that it's a simple text file.
06:14It's all it is, just a text file that ends with .jsx.
06:18Now I want to put this scripts into the my scripts folder, so I'll just drag and
06:22drop it right in there.
06:23Now when we go back to InDesign, notice that it automatically added my scripts
06:29as soon as I created that folder and inside there is a Merge Tables JavaScript.
06:33So now I am just going to select my two tables. Just drag across both of them
06:39and double-click MergeTables.jsx.
06:40Merge Below or Merge Beside. I want to merge it below, there it goes.
06:46Now I actually experimented with this script first before I demoed it, because I
06:49wasn't sure if it would be smart enough to merge two tables that were separated
06:52by a paragraph and that's what you need to do a lot of times.
06:55You need to experiment with the script, especially the ones that are free,
06:59because they don't often come with documentation.
07:02Now the ones on this website, if you remember in-tools.com, actually does
07:07come with documentation.
07:08So I could have read more about it, but sometimes some scripts require selection
07:12and you don't know some scripts don't work if you have something selected.
07:15Other places that you might find scripts, other than just you know on
07:18developer's websites, will be in any form having to deal with the InDesign or
07:23a web site like on our own indesignsecrets. com web site. We talk about scripts all
07:28the time and some of them we add to this Resources page, Plug-ins and Scripts,
07:33but you can download them and then you would install it just as I showed you.
07:37A lot of times some of the best scripts aren't even sold or listed as a script.
07:41Scripters, who are very handy with scripting, would just go ahead and type out a
07:46script in a form post or in a comment in a blog.
07:49Like for example here's one on our website where people were
07:54mentioning to us that in InDesign CS5 when you export a facing pages document to
07:59an interactive PDF, it always has spreads turned on.
08:02There's no control in the Export Interactive PDF to split that up into single
08:07pages and somebody said "how do I make a single page interactive PDF from a
08:11Facing Pages document, is it possible?"
08:1362 people are vitally interested in this question and if I scroll down a bit,
08:18you will see that a couple of scripters took a whack at it, right.
08:20So here's one that adds comments and all sorts of stuff.
08:24Now what do you do with something like this?
08:25It's actually quite simple.
08:26Remember how I showed you how that JavaScript is simply a text file.
08:30All you need to do is select the text, get every bit of it, copy it to the
08:34clipboard, start up any text editor that you might have running like
08:38TextEdit on the Mac.
08:40Make sure that you are working in Plaintext mode. You don't want to have RTF or
08:44styling enabled, and then paste what you have.
08:47Then you just save that file.
08:49I'll save this on my Desktop as splitspread and then you want to add the jsx
08:55extension. Otherwise InDesign won't recognize it as a script.
08:58It might be that you better say yes, Use .jsx. All right!
09:02So let's find that in the Finder, here it is.
09:06I'll copy that to my Clipboard and go back to that same folder, my scripts, and
09:12I'll paste it in there.
09:15And now when we go back to InDesign, there it is, ready to use whenever I want
09:20to automatically split a spread when I am creating an interactive PDF.
09:24So make sure and check out the rich community of scripters and all of the cool
09:29free and low-cost commercial scripts that are out there for InDesign.
Collapse this transcript
018 When text disappears from a text frame
00:00Anne-Marie Concepcion: I want to call this video "The case of the disappearing text!"
00:04Really, one of the most common and frequently asked questions that David and I
00:09get on InDesignSecrets is "how come I can't see my text?"
00:13Here is an actual reenactment of a typical file that a client sent us.
00:18I am going to scroll down here through this document and everything
00:21looks hunky-dory, right?
00:23And then suddenly, where is the text?
00:27What happened to the text?
00:29Why isn't it showing up?
00:31So they say that they've tried everything.
00:33It used to show and now it doesn't show.
00:35They don't know want they did to make it not show.
00:38So I'm going to take you through these diagnostic steps of detective
00:42InDesign Secrets because seriously this happens so often it's ridiculous.
00:47The first thing that I look at when somebody says "I can't see the rest of the
00:51text," my first suspect is a hidden character.
00:54The hidden character called break, one of those break characters, under here
00:59Type > Insert Break Character.
01:01Because it is all too easy to just tap on the Enter key, to lean on it while
01:05you're reaching for a pen or something and enter a column break or a frame break
01:09or a page break or like an odd page break when you have no odd pages, because for
01:13some reason you've just numbered all your pages even.
01:16So I go to where the text ends, zoom in really closely with the Command+Plus or
01:21Ctrl+Plus, turn on Hidden Characters if they are not already showing, which they are
01:26as you could see from the from the pilcrow here, and I do not see the telltale
01:30symbol which is let me go ahead and press the Enter key here and then jump this
01:38down. I am going to come back here to Golden and then there it is right there.
01:41This tiny little speck. Do you see how easy it is to miss?
01:44Often when you import documents like from Microsoft Word, if you forget to turn
01:49off Include Page Breaks, then those get converted to frame breaks or even
01:53actual page breaks.
01:55So you place it into a set of threaded frames, but you don't see the rest of the
01:59text because it's jumping or trying to jump.
02:02However as you can see, that is not the issue here.
02:05There is nothing following this.
02:09So the next thing is I wonder if there actually is text following this.
02:13How can you see text that doesn't appear inside the text frame?
02:17Go to the Edit menu and choose Edit in Story Editor.
02:20The Story Editor window will show you all the text regardless of formatting or
02:25jumping or what have you. And aha!
02:28So the client was not lying. There actually is text there.
02:32I can already see that it's overset, so that's the issue.
02:35If I didn't see this overset, if I just saw the rest of the text, you know what
02:38I would suspect? That somebody selected the text and changed the Fill Color to
02:43Paper or something like that so we couldn't see that text was actually there.
02:46But that's not the case here, as you can see if I select the text and look at Swatches.
02:51It's actually filled with a color.
02:52That's the subhead style and then this text body no indent is filled with black.
02:57So that's not the problem. Hmm!
02:59Now that I know the text is definitely there and there is a lot of text, then I
03:05know that the problem probably has to do with something right here with maybe
03:10with this one paragraph.
03:11So let me see if I select this paragraph and cut it what happens. Aha!
03:17A whole pile of text ended up and then the problem is solved, right?
03:22Well, actually not quite, because there is probably supposed to still be text here.
03:28Let's again take a look in the Edit > Story Editor and again there's overset text
03:36and again we see subhead is the culprit.
03:41There is something happening with the subhead style.
03:44So another thing I might check would be to select some of this text and then go
03:49to the Control panel menu to see if No Break is turned on. I've found that
03:53sometimes people will accidentally select a whole swath of text or like a
03:57multi-line paragraph and turn on No Break and then InDesign can't figure out
04:01where to break it, right?
04:02It's not allowed to break it so it just gives up over sets everything, starting
04:06with that paragraph. But I don't see a checkmark here so it's something else
04:11having to do with subhead itself.
04:12Now it has nothing to do with camera icon. It has to do with
04:16a cross-reference or hyperlink.
04:18So let's go to Paragraph Styles and investigate subhead.
04:22And my first suspect when I'm looking at paragraph style that's been a bad boy
04:27is to go to the Keep Options because sometimes the person won't have set the
04:31Keep Options like everything is kept with everything else.
04:34It's actually impossible for InDesign to show everything, but no that's not the
04:38case here. Keep Lines Together, All Lines in Paragraph.
04:41That's pretty normal for a subhead.
04:44I'm looking at Start Paragraph, which is also another prime suspect. Sometimes
04:48people will set the Start Paragraph to start On the Next Even Page and there is
04:52No Even Pages, but no it says Start Anywhere. Hmm!
04:57Let's take another look. Let's try Hyphenation.
04:59Maybe there are crazy hyphenation rules.
05:02If you disallow Hyphenation and then you add really long word, older versions of
05:06InDesign would just refuse to break the word and then would overset from then on.
05:11I noticed since version 5 or so that it'll go ahead and break it up even at what
05:15it considers to be logical syllables, so that's usually not the issues.
05:20Let's keep looking.
05:21Let's try Indents and Spacing.
05:24The problem is here. Do you see it?
05:26Right here, Right Indent.
05:29Somehow the user set the Subhead Style to have a Right Indent of 30 pikas and
05:35this is exactly what happened with this user's file.
05:38Apparently, when the design was first created, the subheads extended the entire
05:42page width and they wanted them indented from the right by this huge amount.
05:47Then they redesigned the file and put them into narrower columns, but they
05:51forgot to change the right indent.
05:52So if I change the Right Indent from 30 to say 0, let's see if that fixes the
05:57problem, and yes it does. Everything comes back including when the subhead was
06:02used in these sidebars.
06:05Another case solved by the team at InDesign Secrets.
06:11If this ever happens to you, you have disappearing text, just make sure to
06:15investigate all of the likely suspects.
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019 Preview and Presentation modes (changing color, etc.)
00:00David Blatner: All these guides and frame edges and stuff are great when you're working, but
00:04they're distracting when you just want to see the design.
00:07After all you wouldn't want to show this to your client or art director, right?
00:11Fortunately InDesign has two other display modes that let you hide all that
00:14stuff and focus on the design itself.
00:16You can find those at the bottom of the Tool panel at this little flyout menu
00:20that when you click on, you see Normal, Preview, Bleed, Slug and Presentation.
00:25Bleed and Slug are pretty much the same as Preview.
00:28They just show you stuff that's in the bleed guides or within the slug guides.
00:32I don't find those very useful at all.
00:33So I am going to focus on Preview mode and Presentation mode.
00:36Preview mode hides everything that's nonprinting.
00:39The guides disappear, the edges of frames disappear, anything that's hanging off
00:44onto the pasteboard disappears. We can focus just on the design itself.
00:47So this is a terrific thing.
00:49Now there is a shortcut for going in and out of Preview mode which is the W key.
00:53Press W and you are out. Press W again and you are back in to Preview mode.
00:57So that's typically the way you'd want to get there and while you're in Preview
01:00mode, you can actually keep working.
01:02So I can for example, select these objects and move them around on my page.
01:06Let me undo that, but you get the idea. I can keep working even though all
01:10of those nonprinting objects are hidden.
01:12Now the one thing that I do want to point out about Preview mode is while you
01:15are in Preview mode and you are moving your cursor around, you'll notice that
01:19these objects keep highlighting.
01:21This was a new feature in InDesign CS5 and I have to tell you that a lot
01:25of people hate this.
01:27People who like working in Preview mode often hate the fact that as you move
01:31your cursor around, those objects highlight on the page. I don't know why.
01:35I don't find it that annoying, but some people just go berserk about this.
01:38So fortunately, in InDesign CS5.5, Adobe added a preference.
01:43You can turn that highlighting off, thank goodness!
01:46So here's how you do it.
01:47We are going to go to the Preferences dialog box.
01:49On the Mac it's under the InDesign menu.
01:51On Windows, it's under the Help menu and we'll jump right to the Interface pane
01:55of the Preferences dialog box.
01:56There it is, there's our new preference, Highlight Object Under the Selection tool.
02:01If I turn that off, now as I move my cursor around the page nothing highlights.
02:05Now I should point out there's one other item in the Preferences dialog box that
02:08has to do with the Preview feature.
02:10Let me just jump back there with Command+ K or Ctrl+K on Windows and I'm going to
02:14look inside the Guides & Pasteboard pane.
02:18In here, there's a pop-up menu called Preview Background.
02:21In Preview Background lets me change that Preview Color from Light Gray to something else.
02:26We could change it to pretty much any color we want, but you know I
02:29ordinarily don't do that.
02:30I think light gray is a pretty good neutral color.
02:33So I am going to stick with Light Gray.
02:35Besides, if I want to show this with let's say a black background or a white
02:38background, I would rather use the other display mode, Presentation mode.
02:43Presentation mode is like Preview mode, but it goes one step further.
02:46It actually hides InDesign itself.
02:48So we really focus on the page.
02:50Let me show you what I mean.
02:51I'll jump into Presentation mode by pressing Shift+W. Instead of just W, it's
02:56Shift+W on Mac or Windows and you can see that InDesign hides everything except
03:01for the spread itself.
03:02The menus disappear, the panels disappear, even the Pasteboard disappears.
03:06It's just the design itself and this is a great way to show my document to a
03:10client or an art director or just get an idea of what the document is going to
03:13look like without all the clutter of panels and menus and so on.
03:17I can even navigate through my document by clicking to move to the next spread
03:20or Shift+clicking to move back again.
03:23Now I happen to like that really dark black border around my page, but if you'd
03:27rather have a white background or a gray background, you can get that.
03:30You just have to know this super-secret tip, that is you press the W key to get a
03:35white background in Presentation mode or the G key to get a gray background.
03:40But I'd rather have the black background.
03:42So I'll press B. B goes out to the black background.
03:46Now I should point out that you can not work while you are in Presentation mode
03:49like you can in Preview mode.
03:50This is just for displaying your page on the screen.
03:53So I am going to jump out of Presentation mode by pressing Shift+W and now I can keep working.
03:58Preview and Presentation modes are always just a keyboard shortcut away.
04:01Get in the habit of switching in and out of these modes as you work so you'll
04:05always have a good sense of what your design really looks like.
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020 Using multiple windows for comparisons
00:00David Blatner: When you want to get a better view of something in the real world, you don't
00:04just sit still and stare at it harder. No, you get up and look at it from
00:08different perspectives.
00:09Well, you can do that with InDesign too.
00:11The trick is the New Window feature.
00:14Here's how it works.
00:15I'll go to the Window menu, go down to the Arrange menu, and choose New Window.
00:20Now I am looking at the same document, this HanselandPetal catalog, in two
00:24different windows side by side.
00:26What's great about this is I can have different views in each window.
00:30For example the one here on the right which is currently selected I can
00:33change into Preview mode. I'll press W to go into Preview mode and I can see
00:39that looks pretty good.
00:40That's what the design looks like with all the guides hidden and all the stuff
00:43on the Pasteboard hidden and so on.
00:44The one on the left here still shows me all the guides.
00:47I can also go over here. I'll click on the window on the left and I'll zoom in.
00:51I can change my magnification from one side or the other.
00:55This way I could have a zoomed-in view in one window and a zoomed-out view in another.
00:59The New Window feature also solves a problem that we've had for years with
01:03InDesign and that is how do I change the color of something without seeing the selection?
01:08For example, I want to change the color of this word Shrubs, but I can't see the
01:12color I am applying because it's reversed.
01:15It's reversed out because of the selection.
01:16For example, I'll go over here and choose from the Swatches menu this yellow color.
01:21Well, I can see that it looks blue here and I know that I did not select blue, right?
01:25Well, that's okay.
01:26Then I look at the window on the right and we can see that I could see it in yellow.
01:30Let's go ahead and zoom in here so we'll be able to see this better, there we go.
01:34Shrubs is yellow over here and reversed over here.
01:38So I can change this to any color I want, maybe green, and even though I can't
01:42see what it looks like on the left, I can in my new window.
01:45Here is another New Window.
01:47I'll close the Swatches panel here.
01:49I am going to just scroll that up, pan up here, pan up here, so we can match
01:53the two more or less.
01:55And I am going to put this side, this window on the left into CMYK view.
02:00Right now it's in RGB view, but if I change this to Proof Colors, it changes it into CMYK view.
02:06And I'll also press W over here so I can hide all those guides and we can see
02:11now we have an RGB view on the right and a CMYK view on the left.
02:15This gives me a way to compare and contrast what it would look like if I
02:19exported this as a SWF or an interactive PDF over here or if I exported this out
02:24to print on the left.
02:26Of course, I don't have to stop with just two windows.
02:29I could open up another new window and another and another.
02:32I am going to open a third window like this and that looks pretty ugly.
02:35I can't really see what I want to see.
02:37So I am going to go to the application bar up here.
02:40If you don't see an application bar, you can grab it out of the Window menu by
02:44turning on and off Application Bar, but in this case I have it opened already
02:48and I'm going to use this little Arrange Documents pop-up menu and you can see
02:52that this lets you arrange your documents in various ways.
02:56In this case I am going to choose three 3-Up like that.
02:59SO I can see that I've got one large one on the left and two smaller ones on the right.
03:03I am going to go down here to the lower right and zoom back so I can see a
03:07whole bunch of my document all at one time.
03:09In this window up here, I'll go into Fit Spread in Window with a
03:13Command+Option+0 or Ctrl+Alt+0 to fit that into the window and then over here on
03:18the left, I'll just bring this to a 100% view to view my document at that size.
03:23Most InDesign users have to force themselves to use New Window a few times
03:27before they find themselves reaching for spontaneously, but when you want a
03:31better perspective on your document it's a great tool to have at your disposal.
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021 Putting images on a stroke
00:00Anne-Marie Concepcion: I think everybody who uses InDesign knows how to make a stroke.
00:04I made this one with the Pen tool just by dragging up and down and making pretty
00:10little curve and of course you can also just go to the Line tool and actually
00:13any frame that you create is surrounded with the stroke.
00:16Now the thing is that you may know how to put text on a stroke, but you may not
00:20realize that you can also put images on a stroke.
00:23So to put text on a stroke, like let's say we want the text to follow this path
00:28right here, you would go to the Type tool and choose Type on a Path and click an
00:32insertion point and then you could add text.
00:38You could also take a stroke and you can make it a little bit more graphic by
00:43going to the Strokes panel and choosing a different type of stroke.
00:47So you could choose one of these guys and let's actually make this larger so
00:50we can see it better.
00:51You can change the Gap Color, the Start and the End Color, but you can't really
00:56put a graphic along the stroke.
00:58We have the ability to add text on a stroke and to make the stroke itself in our
01:02graphic, but how can we have a graphic on a stroke?
01:04Well, if you know how to actually anchor a graphic in the text flow that also
01:09works with Text in the Path.
01:11If you had a text frame, let's move up a bit, and you've filled it with some
01:16placeholder text and then we grabbed a graphic like let's say one of these
01:21guys and we select it and copy it to the clipboard and click an insertion point and paste,
01:29then it comes in as graphic in the text flow.
01:32And now it acts like a graphic in that you can select it with the Selection
01:35tool and do things like resize it or replace it with a different picture, but it
01:38also acts like a character.
01:41You can select it with the Type tool and change its baseline for example. Move
01:45it up and down the baseline.
01:48So let's to the same thing, except that we will add these images to the path.
01:53So let's say this one right here. Let's get rid of these guys and move this one
01:57up and let's make this fish swim along here. So we are going to first deselect
02:03it and then click on it with the Type on a Path tool to accept something along
02:08the path. So first you have to sort of like activate the path and then you need
02:12to get your graphic in there.
02:13So you can cut and paste it in there or if you're using CS5.5, you can actually
02:20use this little guy, this blue square. Just hold down the Shift key and
02:24drag-and-drop them right onto the path.
02:27That makes it into an in-line graphic.
02:29Now it's just one, but all we need to do is double-click and select it, copy it,
02:36click, oh yeah the space, and then paste. I am just pressing Command+V or Ctrl+V
02:40over and over again.
02:41Now we have our fishes swimming on the path.
02:44So with all these graphics on the path, we can still select it all with our Type
02:49tool and do things like kern it out and kern it in.
02:52I am pressing Option+Right Arrow or Alt +Right Arrow to space them out, space
02:57them in and so on, and if you wanted replace this graphic with another graphic,
03:01we don't have symbols unfortunately, but of course you could always go to the
03:04Links panel and replace the fish with something else and then automatically all
03:09these graphics would update.
03:10Let's look at another example.
03:11Here we have the picture of David, our friend David, my partner in InDesign Secrets.
03:16I got his picture inside of a frame that's circular and what we want to do is
03:20surround David with little Davids on the outside.
03:23So I am going to Option+drag a copy of that and make it smaller by scaling it
03:29down and then remember every frame edge is a path or stroke.
03:33We are going to make the circle be able to accept this picture.
03:37First we have to select it and then click it with the Type on a Path tool.
03:41Let me see the Plus symbol and that means it's ready to go and then we will --
03:47let's zoom in a bit so we can see a little bit better what we are doing here.
03:49We are going to Shift+drag this guy right onto here, there he is, anchored, and
03:56I am double-clicking to switch the Type tool, select it, it looks a little scary
03:59that way, and then paste, paste, paste, paste, paste.
04:04David's surrounded by multiple Davids, even overset Davids, and then I am going
04:09to select them all by clicking insider here and pressing Command+A or Ctrl+A
04:12and let's bring them tighter together so we can fit more of the little Davids,
04:16there we go. Or we can-- I am holding down Option+Right Arrow or Alt+Right
04:21Arrow to kern them out.
04:23He looks a little evil, doesn't he, the evil Davids surrounding the good David?
04:26Now this is Type on a Path still, even though they are images, so you can still
04:30select this and then go to Type > Type on a Path and go to Options and with
04:35Preview turned on we can say let's flip them.
04:38I knew that was going to be bad. I just want to do that on purpose.
04:40Okay, so I'll turn off Flip so it doesn't flip.
04:43You can change the alignment.
04:45Right now he's aligned on the baseline, but if we said align on the Descender,
04:49it didn't do much right there. Let's try Center. Well because these are -- there you go.
04:53So the center of the graphic is aligned and the spacing just moves it up or
04:57down, but actually what I prefer for spacing is to let's select all these and
05:02then go to the Baseline Shift and shift them up.
05:05You know this reminds me of like those overhead views of synchronized swimming.
05:10So that's how you put graphics on a path in InDesign.
05:13It's not something you need to switch to an illustration program for.
05:16Just combine the two features of Type on a Path and anchored graphics and you
05:21can have lots of fun.
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022 Making your own motion path
00:00Anne-Marie Concepcion: If you're like me, one of the first things that you did when you opened up
00:03InDesign CS5, the one that came out with all the cool new animation features,
00:08was to open up anyone of your documents, select an object and have it start
00:12whipping around the page which is a lot of fun to do.
00:14But what I want to show you is that you are not limited to the
00:17built-in animations.
00:18All these animations, the paths that the objects move along, are completely
00:23editable to you in InDesign.
00:25In fact you can create your own paths with InDesign tools or from Illustrator.
00:30So let's see how that works.
00:32First I am going to select this text frame that says Golden Gate and then from
00:35the Animation panel I am going to choose one of the presets, just a real simple one.
00:39Let's try Fly in from Left.
00:42So that adds a green line that shows us the motion path, so this green thing
00:46is the motion path, and you'll see a little proxy animate showing you how this is going to work.
00:50If you want to see how Golden Gate animates, then you click the little icon at
00:54the bottom that says Preview Spread and I've enlarged my Preview panels to see
00:58more of the page. But click the little triangle at the bottom and you can watch
01:02it over and over again to your heart's content.
01:04Now let's say well, you know I like how this looks and this will look cool when
01:08I export this document to SWF, but I would rather have Golden Gate fly in from
01:12the left and go all the way over here. So how do you do that?
01:15Well, all you need to do is edit the motion path.
01:19I'm going to drag the text frame over to the right where I want it to end.
01:23The motion path comes along for the ride.
01:25Now what I want to do is I want to lengthen the motion path
01:28so it starts over here off the page. And you do that by selecting it with the
01:32Direct Selection tool.
01:34If you click on the motion path, it turns into just a regular line and then I
01:38can select the leftmost endpoint and hold down the Shift key to keep it
01:42straight and drag it all the way to the left.
01:44When I click off of it and then deselect and click on the animation again, you
01:49can see that there is the motion path.
01:51Now because I made it longer, I want the animation to last longer.
01:55So I am going to go to Animation and change the duration, let's say from one
01:59second to three seconds, and let's see what this looks like.
02:02Yeah that's pretty cool.
02:06I want to do it one more time.
02:07I feel like kind of a programmer or something.
02:10Now say that I like that, but I would actually like it to sort of like move up
02:14and down as it went? Can you do that?
02:16Yeah, I mean you are not limited to just lengthening these motion paths.
02:20These are actual paths.
02:21So anything that you can do to a path in InDesign, you can do to one of
02:25these motion paths.
02:26I'll select it with the Selection tool and I'm going to switch to the Pen tool,
02:31which is hiding right here, and let's zoom it a bit so we can see a little
02:35better what we are doing and let me add a couple points.
02:39Here I am adding a point and then dragging to make it a curve and then this guy,
02:43I'll switch, I am holding down the Option or Alt key to use the Change Direction
02:48Point tool and then I'll make that a curve as well.
02:51That looks pretty cool.
02:52Let's see how this looks.
02:54I am going to go to the Preview panel and choose Preview Spread again. Wooo!
03:00That looks like a lot of fun.
03:01So you can edit the paths here in InDesign, the ones that come with the animation presets.
03:06You can create your own path with the Pen tool or you can create a path in
03:11any other program that creates Bezier paths, you know, vector paths, and copy and paste them.
03:17So for example, say that you have an illustration that's part of a brochure or a
03:22logo and you'd like an element in your print document to follow that same path
03:26that's using the artwork.
03:28So here we have a very stark brochure.
03:30Now it's just a path that drew by hand, just as an example.
03:33But you isolate it in that program here in Illustrator and you copy it to the
03:38clipboard, jump back to InDesign ,and paste it in and it comes in as an editable path.
03:44Now let's actually get this out of the way. Let's start again.
03:48I am going to select this existing animated object and I am going to remove the
03:52animation by opening up the Animation panel and clicking the little trashcan
03:56item at the bottom. And then we want this to be the motion path and I am going to
04:01just go like right here.
04:03To make any path that you draw into a motion path, you select that path in
04:08InDesign and then Shift+click to select the object it's going to be animated on.
04:13When you have both items selected, then you'll see this icon wakes up at the
04:16bottom of the Animation panel called Convert to Motion Path.
04:20Select that and you can see that it became the motion path.
04:23It automatically starts at the left and then goes to the right.
04:27You can reverse this path if you wanted to with any of the Path commands
04:31from the Object menu.
04:32We are going to actually leave this as is.
04:35I am sort of moving this around so we can see the entire path as we animate.
04:39So let's go to preview and preview this spread.
04:42That moved a little too fast. Let's lengthen this out a bit, Duration 3, and
04:51preview again and there it goes.
04:55So let's say that this was showed like a little ocean here and this was the
04:59Golden Gate moving over a bridge, over the ocean, you can use your
05:03imagination, but you can see that you are not limited to what the motion paths
05:08that are listed here in the Animation panel. You can create any kind of path that you want.
05:12If you want to reuse this path again, all you need to do with it selected is to
05:16go to the Animation panel menu and choose Save and we can call this the bridge
05:22path and from now on in any document that you open on this computer in InDesign,
05:27if you go to the Animation panel, all of your custom paths that you saved will
05:31appear at the top of this list.
05:33So the next time that you're working with animation paths in InDesign, don't
05:37forget that you can use the Direct Selection tool and the Pen tool to make the
05:40path do exactly what you want.
Collapse this transcript
023 Copying objects between Illustrator and InDesign
00:00David Blatner: Don't let my friend and fellow lynda.com author Morty Golding hear me say this,
00:04but I actually think Illustrator is pretty darn cool.
00:08You know he and I have a running argument over which is better, InDesign or
00:11Illustrator, but we both really know the truth.
00:14Both programs are better.
00:16The key is to use the right tool at the right time.
00:19For example this map of California here, I would never want to create that in
00:23InDesign. That'd be crazy.
00:25So I created it in Illustrator and placed it into InDesign.
00:29Now when I wanted to bring this into InDesign, I actually had two choices.
00:33I could place it, meaning go to the File menu and choose Place.
00:36That way I can place an AI file or a PDF file from Illustrator. Or I could have
00:41copied and pasted it into InDesign.
00:44The fact that InDesign and Illustrator that you copy and paste vector artwork
00:49back and forth is extremely powerful, but you have to be very careful when you do it.
00:53Let me zoom in on this so we can see what's going on.
00:56This graphic has some special Illustrator effects applied to it.
00:59It has Gradient Mesh.
01:01It has the Illustrator Extrude effect applied to it and those are the kind of
01:05things that you want to generally place, not paste, into InDesign.
01:10Anytime you have a special effect that you really want to maintain the high
01:13quality, placing is the better option.
01:15In fact, I would even generalize that more and say that anytime you have a
01:19graphic that you're not going to be editing specifically in InDesign, you want
01:23to place it, not paste it. But there are times that copy and paste turn out
01:28to be really useful.
01:29For example, I want to do something special with the outline of this map in this document.
01:33So first I'm going to Option+double- click on the Mac or Alt+double-click on
01:37Windows and that's the same thing as going to the Edit menu and choosing Edit
01:40Original and Edit Original opens this file, this graphic, in its original
01:45application, in this case Adobe Illustrator.
01:47Let's zoom in on this and you can see it's the same graphic, but in illustrator.
01:52Now I want just the outline of this graphic in InDesign to do something special with.
01:56So I'm not going to use the Selection tool, the black arrow tool. I am going to
02:00use the white Direct Selection tool to select the outline.
02:03I'll Option+click on the outline and that forces Illustrator to select all of
02:08the points on the outline itself.
02:10Now I'll press Command+C or Ctrl+C on Windows, switch back to InDesign, pan over
02:15here a little bit by holding down the Option+Spacebar or Alt+Spacebar so I see a
02:18different part of my document and then I am going to paste.
02:21It's Command+V or Ctrl+V. Now you will notice that this map is much larger than
02:25it was before and that is because that graphic, that Adobe Illustrator file,
02:29had been placed and then resized smaller in InDesign.
02:33So I am going to get the same sizing here by coming up here to the Control panel
02:38and saying let's make this about 40%.
02:40I'll drag it into position.
02:42Now the great thing about copying and pasting from Illustrator to InDesign is
02:46you can edit this in InDesign. That is this is a real vector outline.
02:51In fact if I press the A key to switch to the Direct Selection tool, you can see
02:55all the same points on the path that you saw in Illustrator.
03:00It's exactly the same thing.
03:01So what kind of things might want to do?
03:03Well, for example you might want to change the Fill Color. I'll make that None.
03:07Or you might want to change the Stroke Color. I'll make it black and make it a
03:10little bit thicker. And I can change the Stroke Style and so on and so on.
03:14I can even come over to the Effects panel and change this to something
03:17like Overlay so I can get a really interesting effect burned right into
03:21the background images.
03:22That's the kind of thing that'd be really tedious to do if you had to open it
03:25in Illustrator or make the changes, bring it back into InDesign with Place, and so on.
03:29Copy and paste is just much more efficient in this case, again because we're
03:32actually editing it in InDesign.
03:34Let me show you one other example.
03:36Over here I'd like to do something fancy with this California title.
03:39So I am going to select that.
03:41I'll copy it to clipboard and come back to Illustrator.
03:44I will create a new document in Illustrator and paste it.
03:48Now it doesn't look like anything came over here because it was white text from
03:52InDesign placed into Illustrator so it's white on white. You can't see it very well.
03:56Why don't I change the color to something different so you will be able
03:59to see it? Here we go.
04:00Now I am going to apply a special effect. How about one of these Warp effects
04:04like Arc Lower from the Warp Options dialog box?
04:07I will click OK and that looks pretty good, very interesting, and now I want to
04:11get us back into InDesign.
04:13So I have two choices.
04:14I could save it out as a PDF or an AI file and then place it into InDesign or I
04:18could copy and paste.
04:20Because I am going to be doing some additional editing to this graphic when I
04:23get it into InDesign, I'm going to choose the copy and paste feature, so
04:27Command+C or Ctrl+C on Windows, switch back to InDesign, and paste.
04:32Now I will use the Selection tool to position it where I want it.
04:35Go ahead and delete that original California word there. It looks good and I can
04:41change this anywhere I want.
04:43If I don't like that green, I'll change the fill to something else like the
04:46original Paper Color. Maybe I'll put a little stroke around it. How about a nice
04:49thin half-point stroke? There we go.
04:50I could even put a Drop Shadow behind if I want to.
04:54In fact I could make this even crazier by going in and filling each one of these
04:58with a graphic or more text or whatever. They're just frames just like any other
05:02ordinary frame in InDesign.
05:04Now before you start copying and pasting vectors from InDesign to Illustrator
05:07or Illustrator to InDesign, there are a couple things that you need to watch out for.
05:11They are in the Preferences dialog boxes of the two programs.
05:14So I am going to press Command+K or Ctrl+K on Windows and I am going to jump
05:18over to the Clipboard Handling pane, way down here at the bottom.
05:22In order to get your vector artwork from Illustrator into InDesign and maintain
05:26the editable outlines, you must have Prefer PDF When Pasting turned off.
05:31It normally is off by default, so it's usually not a big deal, but make sure
05:34that's off or else it will not be editable in InDesign. Let me click OK.
05:38I'll switch back to Illustrator here and open Preferences here too.
05:42Same thing. Command+K or Ctrl+K on Windows will bring up the Preferences
05:45dialog box and I am going to go down here to File Handling & Clipboard pane
05:50of the Preferences dialog box and the key here in Illustrator is you must
05:54have AICB turned on or else you cannot get the editable outlines from
06:00Illustrator into InDesign. That's important.
06:02I normally turn off the PDF option if I am just going between Illustrator and
06:06InDesign. I'll just leave that off and just focus on AICB.
06:10Illustrator does give you the option of preserving the appearance and overprints
06:13or just preserving the paths.
06:16Ordinarily, when I am just moving the outlines between Illustrator and InDesign
06:20and back again, I just want the paths. I don't really want any special
06:23formatting, the Fill and Stroke and Effects and so on.
06:26So I leave this set to Preserve Paths.
06:28It's just a little bit more safe in my experience.
06:31Anyway those are the preferences that you need to watch out for or else it may
06:34not work on your system.
06:36Now personally, I wish about a quarter of Illustrator's features were just built
06:40into InDesign, especially useful ones like warping or extruding text, but until
06:44that day comes, the best solution is to use both programs hand-in-hand and copy
06:50or place, depending on which one makes the most sense.
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024 Using layer comps in Photoshop files to show alternates in InDesign
00:00David Blatner: You know that Photoshop and InDesign work well together, but you might not know
00:04how well they work together.
00:06Let me show you what I mean.
00:07You are in Photoshop and you are editing this file, but maybe you don't know how
00:11it's going to be placed on your InDesign page yet, or maybe you don't know which
00:14flower that you want to highlight on the cover of your magazine.
00:17You have options and you want to keep those options open as long as you can.
00:21The best way to keep your options open in Photoshop is to put everything on layers.
00:26If we look in the Layers panel here in Photoshop, you can see that I have
00:30flowers on this layer, I've got this other kind of crazy cactus thing on
00:33another layer, you have circles like spotlights, all kinds of stuff each on its own layer.
00:39Because it's not flattened I keep my options open so I can change my mind later.
00:44Now Photoshop has another kind of layer feature built into it. It's called layer comps.
00:49Most Photoshop users don't know about it, because they didn't put it inside the
00:53Layer panel. Instead they put it in a separate panel called Layer Comps.
00:57But layer comps are really easy. All layer comps do is they remember which of
01:03your layers are turned on, which ones are turned off,
01:05they remember what effects you've applied or maybe where you've put things on
01:09the layer, and it's totally easy to make a layer comp.
01:12You just set up your layers the way you want and then come down here and click
01:15the New Layer Comp button.
01:17That's all. It saves a layer comp.
01:19And I've created four layer comps in this document.
01:21This first one, which is basically what we are looking at, the Succulent and
01:25Highlights one over here, which has a different kind of cactus effect and a
01:29different highlight effect.
01:30Here's one with flowers and those kind of crazy spotlight effect, and
01:34finally one with a different background color, and we've got this glowing dynamic effect.
01:40Some people like that kind of thing.
01:41Now what's great is all of these are inside this Photoshop file.
01:46Now let's go back to InDesign and see what it looks like here.
01:49Here's the InDesign layout with the same image, the same Photoshop file that's
01:53been placed on page one, and we are going to change our mind. Let's say we don't
01:58want this flower after all. We want a different flower. So I am going to select
02:02that image, then I'll go to the Object menu and choose Object Layer Options.
02:07Here is a list of all of the different layers inside that Photoshop file.
02:12Now this would be true whether I have a PSD file, a native Photoshop file, or
02:17a native AI file from Illustrator, or even a PDF file if that PDF file had layers in it.
02:23It will actually even work if I have placed an InDesign file into another
02:27InDesign file. That Object Layer Options dialog box can show me all the layers
02:32inside any of those files.
02:34But in this case, we are working with this Photoshop file and we can see all the
02:37layers inside this PSD file, and I can turn those layers on or off.
02:42For example, here's that Flowers layer. If I click on the little Eyeball icon
02:46and make sure the Preview checkbox is turned on inside this dialog box, it will
02:51actually take out that flower.
02:53Depending on the size of your PSD file or your placed file it may take a little
02:58bit longer or shorter for small files, but in this case it's a pretty big file
03:02so it takes a little bit of time to update.
03:04But you can see that when it does update the preview the flowers are gone and
03:08the highlight is just still there.
03:10The ability to turn on and off layers is great, but what I think is even better
03:14is the fact that InDesign can see all those layer comps that we created in
03:19Photoshop, and they all show up here in the Layer Comp pop-up menu.
03:22Here is the layer comp that we started with, Flowers and Highlights, but I could
03:26change this to Succulent and Highlights, and after a few moments of processing,
03:30we'll see a completely different image.
03:32The cactus is there, plus the highlights around it.
03:35They are different highlights you'll notice.
03:37We could choose a different one as well. Maybe we really like that
03:41flowers that are glowing.
03:43So I can choose that one, it processes through, and it shows up on my InDesign page.
03:50Now I'll click OK and I can continue working on my InDesign file.
03:55What's great about layers and layers comps is I can keep all these different
03:58options in a single Photoshop file, so I don't have to keep track of lots of
04:02different files on disk.
04:03Plus, each layer comp only adds a little bit to the file size, so it doesn't
04:08take a lot of extra space to save them, and I hope you'll forgive this terrible
04:12pun, but this kind of integration across the Creative Suite products is why I
04:16call it the Creative Sweet!
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025 Adding custom HTML tags to EPUB/HTML exports
00:00Anne-Marie Concepcion: One of the neat new features in InDesign CS5.5 is the
00:04ability to map your paragraph styles and character styles to CSS styles.
00:10And that goes into effect when you export a document to EPUB or HTML.
00:15And let me show you why that might be useful, with a very simple example.
00:21We have a one-page document that has just text and the text has been styled
00:26with paragraph styles.
00:28We have First and then body. Most of these paragraphs are styled with body.
00:32We have a pull quote that's been styled with pull quote, some bullets, and some other text.
00:37What we are going to do is we are going to export this to EPUB without mapping
00:42any styles first and see what it looks like.
00:45And then we will try mapping one of the styles to a certain CSS rule that we
00:50will talk about and see how it looks differently and then I think you'll
00:53understand why this is such a fantastic feature for people who are creating
00:57EPUBSs and HTML files out of their InDesign documents.
01:01Let's start out by making a default EPUB.
01:04I will go up to the File menu. Choose Export.
01:08You want to choose EPUB, Mapstyles.epub, Save.
01:12We are going to use all the default settings for General, Image, and Contents.
01:18I am just turning off Include Embeddable Fonts, the only different thing, and
01:21then click OK and it opens up in Adobe Digital Editions.
01:26I happen to be using the 1.8 preview version of ADE.
01:31You could see that it did a passable job.
01:33We have all of our text, we have the first-line indent in our body, and in the
01:38very first paragraph we have no indent.
01:40We have some sort of indentation in the pull quote and we have the bullets.
01:45Now let's say though that I have created a specific cascading style sheet
01:50that I want my EPUB to use, rather than the one that's automatically generated by InDesign.
01:56I want to attach it to an external style sheet.
01:59Now this one I've barely customized at all.
02:02Actually, it's just a straight cut and paste from the one that InDesign
02:06generated for that specific EPUB.
02:08You can see that it adds a whole lot of dreck here.
02:11If you were actually doing this for something for publication or you are doing a
02:14series of books, you would spend a lot of time in making sure that these
02:18cascading style sheet definitions were exactly what you wanted and didn't have
02:21all the extra attributes that didn't need to here.
02:24But the one thing that's different about this custom.css file is that I added a
02:29definition for blockquote.
02:32I want that pull quote to actually be in a different font face. I want it to be
02:36Helvetica or Sans Serif.
02:38And I want there to be a left vertical border to the left of the pull quote.
02:42This is not something that InDesign can do.
02:45So what I will need to do now in InDesign is, for the pull quote paragraph
02:50style, I needed to substitute the blockquote CSS style.
02:55I don't want to make a pull quote definition in my CSS file.
02:59So, first you create an external custom CSS files. It's not required but this
03:04is normally the way you are going to use this feature.
03:06And then we are going to go back to InDesign.
03:09We are going to export the same thing, only we are going to use that custom CSS
03:13file. But how will it know that instead of exporting pull quotes, it's supposed
03:19to export blockquote for here?
03:22That is where the mapping comes into play.
03:24I can just edit the style pull quote, go all the way down to the bottom here,
03:29and under Export Tagging I can map the style pull quote to any one of these other CSS styles.
03:37Now it can be just a plain paragraph, it can be one of these header styles, or
03:42I can swipe over here and type in anything from my CSS that I want, any tag that I'd like.
03:47Now notice though, when it's automatic, you see that it's saying that it's
03:51automatically going to export to a P or paragraph tag, and then all of the
03:56settings for pull quote will be embedded in a class definition with all of these settings.
04:02As soon as I change it to something else, like if I say blockquote, and then
04:06click in this white area down here then all of those individual settings for
04:11those attributes for pull quote are removed.
04:13It's just going to use the default setting for blockquote or if I have added a
04:18specific attributes for blockquote in my external CSS, like I just showed you,
04:22then it will use that.
04:22So you can do that for lots of your paragraph styles is you can map them to a
04:28CSS tag that has already been set up for you, perhaps by your web developer or
04:33web designer or yourself if you're into that.
04:36So let's just see how it works.
04:37I will click OK and now we'll go ahead and export out to EPUB again. I am going
04:41to call Mapstyles2 and then in the Content area we don't want it to just use
04:49it's own CSS. I actually want it to use that CSS file that I just showed you,
04:53that had my special settings for the blockquote.
04:56So I will choose my custom.css. It's going to take a copy of this and embed it
05:03in my EPUB, and then I will click OK and there you go.
05:07It opened up in ADE and now you see these are my own settings, that's using
05:11Helvetica or Sans Serif fonts, a little larger, and I have my vertical line.
05:16So that's just one small example of when you might want to use the very cool Map
05:22Styles to CSS Tags feature in InDesign CS5.5.
05:25It gives you more control over the output in your EPUB and HTML files.
Collapse this transcript
026 Tracking down type issues with the composition highlighter
00:00Anne-Marie Concepcion: Now I know that all of you know what this is, the problem here:
00:05the dreaded pinking.
00:07This is the kind of highlighting called Composition Highlighting that InDesign
00:12will add when you open up a document that uses a typeface that you don't have
00:16available to you on your computer.
00:18The Composition Highlighting means that it is substituting a
00:22different typeface.
00:23It's a fake typeface.
00:24If you click inside here, you can see that it's supposed to be Avenir (85 Heavy)
00:29but we don't have that. That's why it's in brackets.
00:32There are actually many other types of highlighting that InDesign can do to
00:37other text situations and they aren't turned on by default.
00:41They can come in very handy though if you turn them on in diagnosing
00:45problem child files.
00:47Like is this type here... let's zoom in a bit.
00:50Is this my eyes or is this type really tracked in a lot?
00:54Like this right here. Or what is the difference between these two instances of
01:00the number 530 and other weirdnesses.
01:05So let's see how you can do that.
01:06First of all to turn on the other composition highlightings, they are not turned
01:10on by default, go to Preferences.
01:12On the Mac, that would be under the InDesign menu > Preferences and on the PC,
01:17that last item under the Edit menu.
01:19We want to go to Composition, so there is Composition Highlighting and
01:24Substituted Fonts is turned on by default.
01:26So it's just highlighting substituted fonts.
01:29Let's turn on let's turn on all the other ones, Keep Violations, H&J Violations,
01:34Custom Tracking and Kerning, and Substituted Glyphs. And Keep Violations are if
01:40you have set up keep settings like keep the subhead with the next two lines of
01:45the follow paragraph, it's something you can set up in your paragraph style
01:49options or just for the paragraph.
01:51If for some reason InDesign has to violate your keep settings, then it
01:56will highlight that, if you turn on this composition highlighting.
02:00Same thing with H&J Violations.
02:02If you set up certain settings for your hyphenation and justification and
02:06for whatever reason InDesign has to add another hyphen or has to violate
02:11your settings for how much word spacing there can be in a line, it will
02:15highlight that as well.
02:16If somebody has kerned or tracked characters in or out, on top of anything else,
02:22then it will automatically highlight custom tracking and kerning and finally, if
02:27you have turned on some kind of alternate for certain glyphs, then it will
02:31highlight the substituted glyphs.
02:33So with all these turned down, let's see what we can see in our document.
02:37Whoa! I suggest you that you try this with your documents especially, if you're having
02:41other people work on them because its an eye opener, let me tell you.
02:45Now, most of these things are innocuous, other than of course the dreaded
02:49pinking. You never want to see that.
02:51But some of them definitely point to problems that you might not even realize
02:55the problems until you make a PDF or until you print it out.
02:58What we are looking at are the yellow lines here.
03:01You can see that they are sort of like different shades of yellow. I am not
03:03talking about the orange by the number. We will get to that in a second.
03:07But the yellow highlighting points to H&J violations.
03:11So let's zoom in on this a bit.
03:13If I go to the Paragraph and go down to Justification, usually these
03:20problems are when for whatever reason because of the way that the type
03:24paragraph composer is working, it cannot fit the Word Spacing or Letter Spacing
03:29or Glyph Scaling within your minimum and maximum settings. Then it's going to highlight this.
03:35So for example, this line is probably exceeding the maximum amount of word
03:40spacing and letter spacing.
03:42You can see for yourself, it's kind of airy.
03:44So it highlights it in this medium shade of yellow.
03:47The darker the shade of yellow, the more the violation is.
03:51So the ones that are the paler shade of yellow mean these are very close to what you had set.
03:57This is medium and then this is papa bear amount.
03:59This one for some reason, it looks to me like the word spacing is really wide.
04:04So let's click OK and zoom out again and then you can better judge the areas
04:10that InDesign is having problems with. And if this were really important to
04:14you, if you do not see any this yellow, then you would have to edit the text to
04:19get it to work right.
04:20The dark orange is indicating Substituted Glyphs.
04:25Let's come back up here. Substituted Glyphs. I wish they would put like little patches of
04:29the color next to these.
04:31That's orange. Let's zoom in here.
04:35Now Substituted Glyphs is not as bad as Substituted Fonts.
04:38Alright, it usually means that you wanted InDesign to automatically substitute
04:42the normal glyph for the special kind of glyph, and it nearly always occurs with
04:46OpenType fonts because those are the typefaces that have lots of alternative
04:50glyphs that you can use.
04:52So in this example, the reason that it's highlighting this in orange is because
04:56if we go to the OpenType menu, you can see that it's using Proportional Oldstyle
05:01for these numbers.
05:03So it is substituting the normal numbers. This is the default figure style.
05:07It's substituting the Proportional Oldstyle numbers for these normal numbers.
05:11If I click here and come up to the same menu, those are in the Default Figure Style.
05:17You will always see them around every instance of ligatures as well, because
05:22we have Ligatures turned on.
05:24If I select this paragraph and I come up here and I turn off Ligatures,
05:31then that markup disappears and these turn into individual characters again.
05:35But of course we like Ligatures because they look better and they read better.
05:38So I will turn it back on.
05:41You will also see it if you make a word all caps like here, TOUR INFO. So this
05:48was typed as a capital T and then a lowercase "our" is being highlighted because
05:53if you look up here it's been set to be all caps.
05:55Same thing for small caps.
05:57You will see the small caps automatically highlighted and that's a really nice
06:01trick for you to be able to quickly tell if somebody is using small caps because
06:05some of those small caps look like full caps. So just turn on Composition
06:09Highlighting or Substituted Glyphs and you can spot them right away.
06:13Then one to worry about is this green.
06:16The green is, if we come up here to Composition, it's the Custom Tracking/Kerning.
06:21And often, more often than I care to admit, I opened up documents that I've
06:26worked on in the past and turned on Composition Highlighting for that and I see
06:30huge patches of green like mold growing on my document.
06:35And what this means is that I was trying to get things to fit or to break right
06:39and instead of doing it correctly by editing the text or by editing the H&J
06:43settings, I was just swiping over text and kerning it in and kerning it out.
06:48So, actually here because we are not seeing any green, this text really isn't
06:52tracked in or out at all.
06:54That was just a trick on my eye, but this actually is.
06:57Apparently, someone had selected this text to get it to fit inside this box.
07:02So just clicking inside this text shows you that this text was actually kerned in or out.
07:08And you can go through an entire document and scroll through it and look to see now,
07:12like for example say that I selected these paragraphs and I want to kern
07:16them in, say -50, then they automatically get highlighted.
07:20So you can see it even as you work.
07:24Now if you're keeping score, you may have noticed, let me jump back to the
07:28Preferences with Command or Ctrl+K, in Composition Highlighting we are not
07:34seeing the problem with the Keep Violations.
07:38And that's because really they are rarer than a unicorn.
07:41It's is very, very seldom that InDesign is not going to be able to adhere to
07:46the keep settings that you do. The worst that can happen is that it shows a
07:50overset symbol or it pushes the text to the next frame, when you don't want it to push there.
07:54So it's really hard, in fact it is impossible for me to come up with a situation, that would show
07:58you keep violations.
08:00But H&J Violations, Custom Tracking/ Kerning, and Substituted Glyphs are all
08:05fantastic diagnostic tools for you to highlight in your documents when you're
08:09trying to figure out what's happening with the type.
Collapse this transcript
027 Managing your InDesign panels
00:00David Blatner: Look you're never going to get a finish in InDesign, unless you master its panels.
00:04There are after all quite a lot of them.
00:07This is only about a half of InDesign panels that I've open right now and I can
00:11barely see my document in the middle there.
00:14Now I know some people who keep all the panels open at the same time, on
00:17a separate monitor.
00:18But I personally think that's kind of a crazy.
00:20I would rather manage my panels better, so I don't have to have them open all
00:25the time, and a key to managing your panels is InDesign's Workspace feature
00:30and you could find that feature under the Window menu up here in the Workspace submenu.
00:34Each of these Advanced, Book, Essentials and so on that have the brackets []
00:38around them, are workspaces that Adobe ships with InDesign and you can use
00:43those if you want, or you can choose them out of the Application bar here where it says Advanced.
00:47You can choose Advanced, Book, Essentials.
00:49Here they don't have the brackets [] around them but it's the same thing, they
00:52are workspaces that Adobe has created for you.
00:55Normally, when you launch InDesign you have the Essentials workspace setup for
00:59you, that doesn't show you many panels at all.
01:01So the first thing I do is I always switch to the Advanced panel, like here.
01:05Now when you first launch InDesign, it starts you off with the Essentials
01:09workspace, which I think is kind of dumb because it has very few panels visible
01:13and even some menu items are missing.
01:15So I always switch to the Advanced workspace.
01:18But now here I went beyond advanced and I started opening panels, and moving
01:22panels around, and I've made quite a mess of things.
01:25So I like to go back to the original state of the Advanced panel.
01:28To do that, I choose Reset Advanced.
01:32That takes me back to the original advanced workspace, the way Adobe meant for it to look.
01:36Now I'm not suggesting that you use Advanced just the way Adobe ships it.
01:40I'm suggesting that you start with Advanced and then customize it, to the way that you work.
01:45The more you customize InDesign, the more efficient you're going to be.
01:48So for example, if you never use the Gradient panel, well, take it right out.
01:53Just drag it right out of here and put it away.
01:56Just close it by clicking on that little Close button.
01:58Here's a few other things that I changed, when I'm setting up my copy of InDesign.
02:02First of all, I really liked having the Character Styles and the Paragraph
02:05Styles in the same group.
02:07So I drag the Character Style up, until I see a highlight in this panel group.
02:12See how it has as blue highlight around it.
02:15Now they're in the same group.
02:17When I open one, I can see the other panel opening behind it in this little tab,
02:21and I can move back and forth.
02:23I also like taking this whole group and moving it by dragging this little dotted
02:26line up here, dragging that at up to the very top.
02:30And when I do that it shows up at the top, and the reason I do that is because
02:34first of all oftentimes my Paragraph Styles panel is very long and secondly, I
02:39use the Paragraph Styles and Character Styles a lot.
02:42So I like having them at the top of the list.
02:44It's easier for my eye to get to it.
02:46But you could do it anyway you want.
02:47Next I open other panels that I commonly use, for example, I'll go to the Window
02:51menu, come down to Utilities, and choose Scripts.
02:55I happen to use scripts a lot, so I want that panel available to me at all times.
02:59I'm going to drag this little tab right out of this panel group, and drag
03:03it over into my doc.
03:04I'll wait until I see that little blue line, and when I let go you'll see that
03:08it creates a new panel group and puts the panel in there.
03:11Now I'll close this panel group, because I don't use those very often.
03:13Let me show you a couple of other tricks to help you manage your panels.
03:17First I'll open the Align panel.
03:19That opens up this panel group with both Align and Pathfinder.
03:23I can separate these two panels by dragging one tab right out of the group.
03:28And now I can combine them in a different way.
03:30I'm going to grab this little tab at the top, drag it down, until I see a blue line.
03:36If I go too far, the blue line goes away and they simply snap next to each
03:40other, but if I see that little blue line at the bottom and the bottom panel
03:44kind of fades out little bit.
03:46When I let go of the mouse button, these become two panels that act as one.
03:51As I drag the tab around, they both move around.
03:54If I Collapse to Icons, they both Collapse to Icons.
03:57So I find that very handy, in some situations to have panels that will always
04:01open and close together in that configuration.
04:04I'll go ahead and close that, and I'm going to go ahead and close his Paragraph
04:07Styles panel as well by clicking on the Panel Name over here in the dock.
04:11And now I like maximizing my screen real estate.
04:14I like to have as much room as possible to focus on the document, not the panels.
04:19So I'm going to place my cursor over the left edge of this doc, and I'm going to
04:24drag it over to the right, and you can see as I'm dragging, the panel names get
04:29smaller until they get truncated.
04:31And then if I keep dragging, they clip down all the way to just icons.
04:36This is the way I like working with my panels in InDesign.
04:39I'm going to maximize the screen real estate for my document, and minimize the
04:43amount of space at the panels take up.
04:45After all, I know that this is the Pages Panel icon, so I don't have to see the name.
04:49I know this is the Layers icon.
04:51I don't need to see the name and so on and I like that I can simply click on
04:55that icon to open and close it.
04:57Okay, now here's the important part.
04:59Once you set up your panels just the way you want them, don't forget to save
05:03your own custom workspace.
05:05I'll come up her to the Window menu, choose Workspace and then choose New Workspace.
05:10I'm going to give it a name, just call this David's Workspace, there you go,
05:15and then I'll click Ok.
05:16And suddenly up here in that Application menu, there's my workspace and in the
05:21Window Workspace submenu, there's my workspace.
05:24So I can always get back to it.
05:26I encourage you to make not just one workspace but several.
05:29Make one perhaps, that's just for working on Print Documents and a different one
05:33that's for Interactive Documents.
05:35Whatever you want, remember what I like to call Blatner's first rule of publishing.
05:39Take the time now to set things up right and you'll save so much more time later
05:44when you're laying out your pages.
Collapse this transcript
028 Creating running heads using variables
00:00David Blatner: I'm laying out a book here and I want to add running headers that show the
00:03reader what section they are in.
00:05Actually in this case, they're going to be running footers, but you get the idea.
00:09There are several ways to do this, but I want to show you my favorite method
00:12using text variables.
00:14In this case I want to use my subheads, these orange subheads, and I want to
00:18grab that text and put it down into my footer down here.
00:23That footer is on the master page, so I can open my master page by opening the
00:27Pages panel, double-clicking on the Master, I'll close the Pages panel, and
00:31let's go ahead and just zoom in here, so we can see this better.
00:34And I'm going to put it inside this text frame. I'll double-click to switch to
00:38the Type tool and put the cursor there, and now it's time to go insert that text variable.
00:42I'll select the Type menu, I'll select Text Variables, come over here to Insert
00:48Variable, and you can see that there is already a Running Header variable in
00:53here, but the problem is InDesign has no idea what paragraph style this Running
00:57Header should grab, so it's pretty useless.
00:59Instead I'm going to come up here and choose Define, so I can define my own text variable.
01:05I'm going to click the New button and give it a name, call it my footer
01:09variable, you can call it anything you want, and I'm going to tell it the Type
01:13is going to be Running Header (Paragraph Style). That is, it's going to look for
01:17something that has a paragraph style on my page.
01:20What paragraph style should I look for?
01:22Well, I can choose that from the Style pop-up menu. I happen to know
01:25it's called Subhead.
01:27Now there maybe more than one subhead on a page, so InDesign lets me choose the
01:30first or the last on the page. It's up to you.
01:33You can also add Text Before or Text After if you want to, I'll leave those
01:38blank, and you can Delete End Punctuation.
01:41I really like this, because sometimes people put in headings that have a colon
01:45at the end or a period or an exclamation point
01:48or something like that, and I may want to strip that out. That's what this
01:51checkbox lets me do, just strip those out.
01:53I can also choose to change the case.
01:55For example, if it's all in uppercase, I could change it to title case or
02:00something like that.
02:01In this case I'm going to leave it alone. I'll click OK and I'm going to insert
02:05that variable into this text frame.
02:07Because my text cursor was flashing in the text frame when I opened this
02:11dialog box, I could choose the Insert button, but instead I'm going to click
02:15the Done button, go back to the Type menu, and insert it from the Text
02:18Variables pop-up menu.
02:20It doesn't really matter how you do it. I just wanted to show you that here in
02:23this pop-up menu my new variable is listed.
02:27Here on the master page all I see is the name of the variable, but if I zoom
02:32back a little bit, go to Page 3, and you can see that the subhead, Arrival of
02:37Europeans and early settlement, has been pulled down here to the footer. There's
02:42our new footer and it matches exactly.
02:45Now the great thing about variables is that if the header changes, the variable
02:49will change as well.
02:50For example, I'm going to change the capitalization here to Settlement and
02:54I'm going to add an S at the end, and you'll see that I can update the
02:58variable automatically.
02:59Now here is the trick to updating these variables. It won't update while it's
03:04still on the page, but if I hide it and then bring it back, it does.
03:08In this case I'm just going to use my shortcut for the grabber hand, move down
03:12just a little bit, and then move back and it's updated. Isn't that crazy?
03:17Simply hide it and show it again and as soon as InDesign has to redraw
03:20that footer it updates.
03:22I'm going to jump back to Fit Spread in Window with a Command+Option+0 or
03:26Ctrl+Alt+0 on Windows, and let's see what the next spread looks like.
03:30Here there's no subheads at all, so what is the InDesign going to put down
03:34here in the footer?
03:35Well here's how it works.
03:37InDesign looks on the page that has the variable.
03:39If it cannot find any paragraph styles that match that variable it'll go to the previous page.
03:44If it can't find any there, it'll go to the previous page, and it keeps going back
03:48until it finds a paragraph that has that style applied to it.
03:52In this case it went back to that original one, so it uses the very same footer
03:57as it did on the previous spread.
03:58Let's go to the next page.
04:00In this case, there's no subhead on the page that has a variable on this
04:03right-hand page, but there is one on the left-hand page.
04:07So InDesign should grab this one that says "The gold rush," and bring it down
04:11here into the footer, let's see if it works. There it is, "The gold rush," so it's working perfectly.
04:18Of course text variables can't do everything that you might want in a header.
04:22For example, you can't make a header break across two lines, like if this
04:27subtitle were really long and you needed it to break across two lines down here
04:30in the footer. It can't do that.
04:32You also can't grab any text formatting that was in the original subhead.
04:36For example, let's say that the word "gold "was italic in the subhead. There is no
04:40way to grab that italic and bring it down here into this text variable;
04:43just can't do that.
04:45If you need these kinds of advanced features check out a commercial plug-in
04:49called power headers. It's from in-tools.com. That's in with a dash and then tools.com.
04:55But most of the time for most people InDesign's own Text Variables feature does the job.
Collapse this transcript
029 Live Caption tips and tricks
00:00Anne-Marie Concepcion: Live Captions are one of my favorite new features in CS5,
00:04but I find that they are kind tedious to set up and use.
00:07So I want to show you a bunch of really neat features that hopefully will
00:10motivate you to use the Live Caption feature set for all your projects.
00:16Let me back up a little bit and explain what a Live Caption is.
00:19I'm just going to go over it briefly.
00:21If you want to learn more about Live Captions in depth, then you need to watch
00:26InDesign CS5 Essentials or the new features in CS5, which have a number of
00:31videos that discuss Live Captions.
00:33But essentially you start out with a placed image and you create a Live Caption
00:40by selecting the image, going up to the Object menu, going down to Captions, and
00:45choose Generate Live Caption.
00:47It's going to actually create a text frame that contains metadata about
00:51the selected image.
00:52Now if you're wondering what metadata is it going to put in there, then you
00:56check Caption Setup first.
00:58So if you go to Caption Setup, it's going to use your most recently used piece of metadata.
01:04Now the default one is Name.
01:06So it's going to create a text frame with Name.
01:08It's going to put in a text frame below the image, offset by 1 point, without
01:13any kind of paragraph style attached to it.
01:15So that was Caption Setup.
01:17Now if I go back up here, Objects > Captions > Generate Live Caption, you could see
01:21that it created that.
01:23That's not really that useful.
01:25Well though actually I have talked to
01:26clients who said, "isn't there a way that I can show the filename for every image
01:29in a document?", and there you go.
01:30Now to see all of the metadata that could possibly be associated with an image,
01:36the best way is to open up the Links panel, right-click on the image, and
01:40choose Reveal in Bridge.
01:42Though you can reveal this in Mini Bridge, that's one of the new panels in CS5,
01:47unfortunately Mini Bridge does not show metadata and you can't edit the
01:51metadata, which is on my feature request list for CS6 or CS7.
01:56In the meantime, we need to go to Bridge.
01:58What should happen is Bridge should open if it wasn't already running, it
02:02should highlight the image, and then over here on the right in Metadata you
02:06can scroll through here and view and edit. Any field with a pencil in it, you
02:11can edit the metadata.
02:12What I'd like to do in InDesign instead of always having to jump over to Bridge
02:16to check out to see if my images have metadata in the first place is to modify
02:20the Links panel so that it shows all the metadata in the top section.
02:25You can scroll through here and see some metadata, but there is all other fields
02:29that it isn't showing by default.
02:31So I've already done that and I've saved it as a custom workspace, which is the
02:35only way to save your modifications to panels.
02:39And of course I called it Link Metadata. And now when I open up the Links panel,
02:43it opens up really wide and it shows me if there is anything entered in the
02:47Description field, the Author field, the Copyright field, and some other fields.
02:51So I really like that and that's a cool tip right there.
02:53There is another little interesting factoid about Live Captions, is that they
02:58are not really tied to the image that you generated them from.
03:01If I drag this caption away, you can see it says No intersecting link, because
03:06the caption frame needs to actually touch the image in order to know what is the
03:12metadata that it should be pulling.
03:14But I can also drag it down here, let's zoom out a bit, and I haven't
03:18touched this image.
03:19Any part of that text frame can touch it.
03:21I can actually of course resize the frame if I wanted to.
03:25So in fact, I could actually keep this out in the pasteboard if I wanted to,
03:29and then just Option+Drag them in as necessary, or if I have one already set up
03:33here, I can just Option or Alt+Drag and add another name Live Caption here.
03:39Now let's take that a little further and let me show you. It might be easier to
03:43understand with an actual document with a bunch of images in it.
03:46So if you want to take a peek at my Link Metadata Links panel you can see
03:51that we have a bunch of images, but actually only a couple of them have
03:54description fields.
03:57I showed you how you can put the Live Caption out in the pasteboard or you can
04:00Option or Alt+Drag it, but a little more advanced is to create a library.
04:05If you go under the File menu and go to New > Library, you can create a library
04:11just for your Live Captions, and I've already done that here. Let me detach it.
04:16All I did was create a Live Caption like the one that had the filename and then
04:20I dragged and dropped it right over here.
04:23And then I named it Filename.
04:24So if I double-click this, you can see that I just gave it a name here so I can
04:28quickly identify it here.
04:30Let's create another one so you can see how this is done.
04:32I'm going to select this image, go up here to Captions > Caption Setup.
04:37This time let's do one for description.
04:45The Description field is often where the photo editor or the photographer will
04:50enter a caption for the image.
04:51If it's a panel shot, group of people sitting on a panel, that'll have all the
04:56names for all the people listed there and so on.
04:58You can do this in Bridge like I showed you or image-by-image in Photoshop or in
05:02Lightroom or other programs.
05:05But we don't want the actual text, filename, to appear before there.
05:08We just want a description.
05:10While you're here you can also say like should it be associated with the
05:14paragraph style, and I actually do have a caption paragraph style, so I would
05:19like it formatted with the Caption style.
05:23Now that I have set it up, I create one and then I'm just going to drag it off
05:28here and put it right over here, and we're going to call it Caption.
05:36And I think these are a little easier to deal with if we change the look of the
05:39Library from Thumbnail View, because we can't see anything in Thumbnail View, to
05:43List View, and leave.
05:47Now let's go ahead, we want to add a caption and a photographer credit to this image.
05:53So let's pull Photographer Name out, and I'm going to rotate this 90 degrees,
06:02and move it over here. Let's zoom in a bit, like that.
06:11Doesn't have quite the formatting that I want, so I'm going to click inside here
06:15and make sure that it is wide enough.
06:21Come on, there we go.
06:23Sometimes you really have to futz through these things.
06:27It's probably because this image has a text wrap on it, there we go.
06:29All right, so it says Photographer Nigel French.
06:34Now Photographer was not part of that metadata, but I added Photographer as a
06:38preceding text before it adds the metadata.
06:41Now let's add another Live Caption to the same image, and that's another tip.
06:45A lot of people think that only one Live Caption can be associated with an image
06:48but you can have multiple ones.
06:50It's just that normally you have to keep going back to Caption Setup to change
06:54which metadata it's going to pull.
06:56If you have already created library items for them, then you don't have to worry about that.
07:00So for example, I could say Filename, and as long as I move it up a bit, Nigel
07:08French added under Filename I guess. Or we could say Caption. Let's bring the
07:14Caption out, and that's pretty wide text frame.
07:20My caption should be like this.
07:22Now the problem here is that Live Captions can only fit in one line.
07:27They are like a variable.
07:28So if you are ever going to have to make a narrow frame, or you have a multiple-
07:32line piece of metadata, which often happens with the Description field, then
07:36what you're going to need to do is convert this to a static caption, so that you
07:39can see all the text. And that's easy to do from the Object menu or you can do
07:43it from the right-click menu.
07:45Convert to Static Caption, and there it is.
07:47Now it's already using our Caption style because remember I set that, when we
07:51first created the Live Caption.
07:53So there you have it.
07:54A whole bunch of tips related to using Live Captions in a smart and automated
07:59way for all of your projects.
08:01Try it out.
Collapse this transcript
030 Making professional drop caps
00:00Adding a decorative first or second cap to some of your
00:04most important paragraphs in your document adds a bit of class, but you are not
00:09limited to just turning on the Drop Cap checkbox or not.
00:13There are some finessing and some tricks that you can use to make your work
00:16look really special.
00:17What I want to do in this video is take you from the very beginning of how to
00:21use a drop cap all the way to some more advanced tricks in about five minutes.
00:25So let's get started.
00:26Here we have a few paragraphs in a story and there are no drop caps at all.
00:31So for people who've never used a drop cap, the best way to do this is to click
00:35inside the paragraph where you want a drop cap and edit the paragraph style, all right?
00:39You could go to the Paragraph Formatting section of the Control panel and add
00:45drop cap. This field says how many lines should it drop and this field is how
00:49many characters should drop, but it's always bad to do that kind of local
00:53formatting, better to just edit the style.
00:55So this style is called body first. That's normally what you want. You don't
01:00want to do this for every single paragraph; you want to do it for the first
01:04paragraph in the body following like a subhead or title. So you make a special
01:08paragraph style just for that first paragraph.
01:10And now we are going to double-click that paragraph style, and with Preview
01:14turned on, we can see the effects of our changes here under Drop Caps and Nested Styles.
01:19Up here is the Drop Cap area.
01:21Let's just make a drop cap that goes 3 lines down and is 1 character.
01:26That's all, nice and easy.
01:28So we added a little bit of interest to this paragraph.
01:31Now we can make it a little bit more interesting, as you see in this section,
01:36because here in body first 1, what I did was in addition to adding a drop cap, I
01:43also specified a character style that called on a different font.
01:47So the character for the drop cap does not have to match the rest of
01:51the paragraph style.
01:52If you forgot to make a drop cap character style to specify here, you can always
01:58choose a New Character Style and go ahead and create it on the fly.
02:02Now I have already gone ahead and created it.
02:04I'll drop cap different fonts and if you want to experiment with different fonts,
02:08which unfortunately really can't do in that dialog box.
02:12First you have to assign the character style then come here and start fiddling
02:16around with the character style itself.
02:18Turn on Preview, dropcap-diff font, go to Basic Character Formats and choose a different typeface.
02:23So this one is Mona Lisa, that's kind of elegant, but maybe I am more of a
02:29Hobo kind of person.
02:30I always like to use Hobo instead of Comic Sans because Comic Sans has enough haters.
02:36So there is Hobo or maybe you want something a little bit more interesting.
02:39Let's try Gill Sans Ultra Bold. All sorts of fun stuff you can do if you create a
02:45character style and then specify that character style.
02:48Of course you can also change some other things, like as you saw, I've changed the
02:52character color as well.
02:55Now down here, you have a couple of more examples. Let's look at this one.
03:01Close you and come over here, so we can concentrate on this.
03:05What I have done here is I have taken the drop cap, and then I selected it, and I
03:10made it larger. I just increased the Type Size from the normal 9.5 to 18 points.
03:19So when you make a drop cap larger, it actually grows above the text frame.
03:23So it's still dropping only three lines, we look at the Paragraph Settings, still
03:27dropping only three lines, but we made it larger than the text size.
03:32So that's kind of an interesting effect that you can see starting out of the story.
03:36Let me turn on Preview Mode. That looks good.
03:40Now one thing that's bothering me a little bit is that I would like this left
03:43bar to be aligned with the left edge of this text.
03:48Let me switch back to Normal mode and let's open up the Paragraph Style panel
03:55and see what's happening here.
03:55This is the paragraph style, here is body first 2 for version 2, and if we go
04:02down to Drop Caps and Nested Styles, you can see that I do have Align Left Edge on.
04:08So if I turn that off what happens is it nudges it over a little bit.
04:13So if you have a drop cap that's not quite touching the left edge and it really
04:17depends on the type designer what kind of side bearings they added to the
04:21character, you can turn on Align Left Edge and InDesign will look for the exact
04:26left edge and align it.
04:27So it does a good job.
04:28I want the other left edge aligned, this one.
04:31So how can you do that?
04:32Well the only way to do that is just this old desktop publishing trick of
04:36having to kern this in, kern it to the left to sort of nudge it to the left, and
04:42you can't kern the very first character left unless there is another character before it, right?
04:48Because kerning is reducing the space between two characters.
04:53So we're going to have to add a second character in front of the L so we can
04:57kern it in and we want that character to be invisible obviously, so we are
05:01going to add a space.
05:02We want to actually have two characters dropping, but the space, we are going
05:09to click right in front of the L and we will add a space, just like that, and
05:14now we'll kern it in.
05:15I will just use my Option or Alt+Left arrow, and there we go. That's close enough.
05:24Now that trick has been around forever.
05:26Again you use space and then another character and make sure and set the number
05:31of characters that drop to two.
05:32And over here I have the same, the original one that's sort of moved over a
05:37little bit to the right.
05:38I want to show what happens if, for example, we use a different character like
05:42say a Q. Now the Q actually gets smaller, did you notice that?
05:47The Q has been scaled down a bit and that's because in the paragraph style
05:53under Drop Caps and Nested Styles, we have turned on Scale for Descenders.
05:57That's not turned on by default.
05:59This is how it normally looks.
06:01So if you are adding a character, some capital letters have long descenders, like
06:06a fancy R might have a little leg flying out here, and you don't like how it
06:11pinches on the text, then you might want to try turning on Scale for Descenders
06:15and it will automatically in the paragraph style, whenever a capital letter has
06:20a descender, it'll scale it to better fit.
06:23It doesn't always do quite a perfect job, but it does go a long way
06:25toward making it work.
06:29And now let's look at the question that I hear a lot, which is how can I get the
06:34text to align with the edge of a drop cap?
06:37And here it's using our old--let me change the definition for this
06:41character style here.
06:43Let's try Mona Lisa. So I've switched the font back to something more interesting.
06:53The only way that you can get the text here to wrap around the edge of this A,
06:58rather than the straight edge of the bearing, is to separate it out into its own
07:04text frame, and then anchor the text frame in the text and then set this text
07:10frame to wrap, hand-edit the wrap.
07:12I can't believe that it's 2011, or it's maybe 2012 when you are watching this, and they
07:17still haven't figured that away to let users do this automatically.
07:21I can't think of any publishing program that will automatically wrap along the
07:26character shape rather than the box containing the character.
07:29But let me show you how it's done.
07:30First, you need to separate out that character into its own text frame, as I have done here.
07:35Of course you want to get rid of that capital A in the text.
07:39The next thing you need to do is you want to anchor this text frame in the text flow.
07:45You want it to be the first character here. So I am just going to move this over
07:48here and get it into position where I want it to be.
07:51This is how I'd like it to appear and now I'm going to create a custom anchor
07:55by dragging and dropping this cool little blue box here, which is only in CS5.5 or later.
08:01If you have an earlier version you are going to have to cut this and then paste
08:04with your Type tool.
08:05Now you might think, okay, she is going to anchor it right here, but actually
08:09I'm not going to put it right in front of the very first word in the paragraph,
08:12because that is a glitch in InDesign.
08:15If I want this text to wrap around an anchored object, the first line will not wrap.
08:21So the answer is to do an end run and anchor it right before the first line.
08:27So now the first line becomes the second line and so it will wrap correctly.
08:31And so it anchored it there and it's a custom anchor so it's going to go ahead
08:34and flow with the text.
08:36Now I need to actually turn on Text Wrap. So I'll come up here, under Text Wrap,
08:40and turn on the Text Wrap. So now all the text wraps around here and here is
08:45another weirdness that I have just gotten used to with InDesign, is that it
08:49always puts the line underneath. It pushes that away as well.
08:52So the first thing you want to do is come up here, making sure that this chain
08:57thing is broken because we are going to edit just one of these fields.
09:01We don't want all the fields to edit at the same time.
09:03We are going to go to the Bottom Offset. We are going to enter a negative
09:07amount so that this line moves over.
09:10So let's just go ahead and enter like -6 points, p6.
09:15Let's zoom in a bit and see what's happening.
09:18We can close these panels here.
09:21This very light blue line, I wish they would put it in a different color, is the wrap border.
09:26So we've inset that 6 points and so this is allowed to move over.
09:31And now we're going to start editing the wrap boundary of the rest of it.
09:35So use the Direct Selection tool to do that.
09:38When you switch to the Direct Selection tool and you have an object that has
09:42wrap, these are actually the wrap edges.
09:45So all I need to do is drag this point over and you can see now it's actually
09:49starting to wrap--oops! I actually dragged too many things.
09:52I just want this guy here.
09:54I don't want to change actual frame. I don't need to.
09:57I just want to change the wrap.
10:00And then this is coming a little too close. If you can see that triangular little
10:03point there, let me move that out a bit, there we go.
10:06So it does take a little bit of work but it is possible to do and the good thing
10:10about this method, let's zoom in a bit, is that, again, because it's anchored it
10:14will flow with the text and because I didn't need to turn into a graphic or
10:19outline at all, I can still edit the character, change it, but then of course I
10:23will have to rewrap with my Direct Selection tool.
10:25But there you have it, from the very beginning of how to do a drop cap, to all
10:31sorts of fun things that you can do to fancy it up and really make your document stand out.
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031 Making two-state buttons in interactive documents
00:01InDesign's buttons are really helpful when creating interactive PDF or SWF
00:05files, but InDesign's buttons have a peculiar limitation.
00:08They're only one state, that means a single click can only do one thing, like
00:13make a picture up here.
00:14For example, let me zoom in here on this upper right corner, and I can see that
00:18this is a button--see the little icon there;
00:21this is a button that's going to make this picture appear.
00:25But what if I want to second click on this to make the picture disappear? Can I do that?
00:30Sure, but it takes a little trick.
00:32The trick is you need two buttons that look like a single button. Here's what you do.
00:37First, I'm going to switch my workspace over to my Interactive workspace so that
00:41I can see my Buttons and Animations panel, and I can open my Buttons panel, and
00:45I'll show you that this bottom plays an animation.
00:50The animation is this icon over here.
00:53I'll click on that, open the Animation panel, and you can see that it's set to
00:56fly in from top, that's all it does.
00:59Click the Button and it runs the animation to fly in from top.
01:02Let's go back to my Buttons panel and I'm going to grab this button and
01:07duplicate it by holding down the Option or Alt key and dragging it down here.
01:12Now in my duplicate, I'm going to change the color just a little bit by changing
01:16its tint, just so you can see that it's two separate frames.
01:19Now I'm going to change the color of this.
01:21I'll just change the Tint a little bit here so you can see that it is two
01:24different buttons, two different objects.
01:26I'll change the name of this duplicate button here in the Buttons panel, I'm
01:30going to call this hide artwork;
01:32you call it anything you want.
01:34And I'm going to give it an action and the action is going to be in Animation
01:38action, but instead of playing that animation, I'm going to choose Reverse the
01:42animation, same animation but do it in reverse.
01:46Now there are a couple of other problems I need to solve here.
01:49One is that this button will be visible when I don't want it to be visible.
01:53I don't want it be able to see both buttons at the same time.
01:56I want this one to be hidden until I need it.
01:58So I'm going to turn on the Hidden Until Triggered check box down at the
02:02bottom of the Buttons panel, that way when I first see this page that button
02:06will not be visible.
02:08Okay, but if it's not visible how do make it visible.
02:11The trick there is to use another action on these buttons.
02:16I'll go back to my original button and I'm going to add a new action which is a
02:20Show/Hide Buttons action.
02:23So when I click on this button it will do two different things.
02:26It'll start the animation playing and then it's going to hide and show various buttons.
02:32All the buttons on this page show up here in this list, so I can scroll through
02:36here and then we can see there's my show artwork and here's my hide artwork,
02:41they're all like there in the list.
02:42So when I click on the Show Artwork button, I want it to show the Hide Artwork
02:49button and I want it to hide itself.
02:53I'll click on the Show Artwork item here in the list and I'll just click on the Hide icon.
02:58You can do it either way, click on here and then click the button or just
03:02click in the little icon there. The eyeball with a slash through it means hide
03:06this object, the X means ignore it, don't do anything to it, and the eyeball
03:10icon means show this.
03:11You get the idea, when I click on this button it's going to play the animation,
03:16hide itself and show this button.
03:20Now I'm going to select this object, and I'll add my new action the
03:23Show/Hide Buttons action, and I'm going to say when I click on this button I
03:27want it to hide itself so I'll click twice on this little icon here to make
03:32it hide that button, and I'll zoom up here, and I want it to show the Show
03:36Artwork button. Does that makes sense?
03:38You might need to watch this movie a couple of times until it kind of sinks in.
03:42The last thing I'm going to do is drag the second button on top of the first so
03:47that they align perfectly.
03:49And finally, we're going to try it out.
03:51We'll open up the Preview panel. I've made it larger so I can see the page
03:55a little bit better, and then I'm going to click on the Play button in the
03:59lower-right corner.
04:01After a moment of rendering it shows me the final result inside this panel
04:05and we can try it out.
04:07I'll click on the button and in comes the image, looks great.
04:10Click again and out it flies.
04:13It looks like a two-state button;
04:14a single button that does two different things, but you know the secret now, it's
04:19actually two different buttons.
04:22You can even use the same technique to make a button that both plays and pauses a movie.
04:26For example, down here I've created one, when I click on it, it starts the movie
04:31playing, changes the button, when I click again it pauses it, and when I click a
04:40third time it resumes.
04:46It's three different actions, three different buttons, but they all appear to
04:50be a single button.
04:52It's tricky but I'm sure you can figure it out.
04:55Remember, never say you can't do something in InDesign, it's always just a
04:59question of finding the right workaround to get the job done.
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032 Moving pages from one document to another
00:00I need to move a few pages from this document over to this new untitled document.
00:05For many folks, this seemingly simple task is anything but simple.
00:09Fortunately, InDesign makes it easier than you might think.
00:12There are two ways to accomplish this task;
00:15drag and drop or move pages.
00:17I am going to show you both of them.
00:19To drag and drop, I need to have these as two separate windows.
00:22I'm going to drag the tab of the original window down here, so that I can see both windows.
00:27Now I'll open the Pages panel, select the pages that I want to move, in this
00:32case the spread of page 2 and 3, and then drag those over on top of the other window.
00:38When I let go, InDesign shows me the Insert Pages dialog box, and lets me choose
00:44exactly where I want these pages to land.
00:47I'll click OK and you can see that immediately, two pages show up here at the
00:52end of the document.
00:53Let me double-click on that to jump to those pages, and we can see here's the two pages.
00:58Now I do notice a little change between the two.
01:01There shouldn't be changes, but sometimes there are.
01:04In order to show you that, I'm going to go up to the Application bar and
01:08consolidate all of these windows together, so you can see this one, and this
01:11one, back and forth.
01:13Do you see the difference? That's right.
01:15In this new untitled document, some of the text frames are overset, and they
01:19weren't in the original.
01:21Usually, when you see overset text like this, it is an indication that this
01:25text is aligned to a baseline grid, and the grid is different between these two documents.
01:30Let's check that out.
01:31Let me go back to the original catalog, and I'll look in my Preferences dialog box,
01:37and I can see that this one is set to start at 0 from the top margin with an
01:42increment every 11 points.
01:45I'll cancel that and come to my new document, open the same Preferences panel,
01:49and we can see that indeed, this is different.
01:52I'll change it to the same settings;
01:540 start, top margin, and increment every 11 points;
01:58click OK, and voila!
02:00All of the text frames are now no longer overset.
02:03Now let me show you another way to move pages around.
02:06I'll come back to the catalog, double- click the spread that I want to move, and
02:10then use the Move Pages feature to move them to my other document.
02:14You can find Move Pages in three different places.
02:17Under Layout menu, you can choose Pages > Move Pages, or in the Pages panel
02:22flyout menu, you can choose Move Pages.
02:24But my favorite place to find this is simply by right-clicking or Ctrl+Clicking
02:28with a one button mouse on the pages that I want to move;
02:32right-click, Move Pages, it even lets me specify which pages I want to move, and
02:37where do I want to move them to.
02:39In this case, I don't want to move them into the current document, I want to
02:43move them into my new untitled document, and I'm going to move them not after
02:47page 1, but to the end of the document.
02:50Finally, I can choose whether I want to delete the pages in this document after
02:53I move them to the new document.
02:55I won't do that, I'll just click OK.
02:58Now it doesn't look like anything changed, but if I go back to Untitled-1,
03:01you'll see that my new pages are here.
03:03I'll double-click on them to jump to those pages and everything looks great.
03:08There, it wasn't so hard to move those pages after all, was it?
03:12Everything is easier once you know where to look.
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033 Wrapping bulleted text around a curve
00:00Here is an interesting situation.
00:02Let's say that you are formatting some text as a bulleted list, like I have here on the right.
00:10And it looks pretty nice.
00:11I'm using Automatic Bullets in InDesign with a special bullet character as the bullet.
00:18Now let's say that you want this bulleted text to wrap around a curve, like this guy.
00:24If I select this object and I go to Text Wrap, and I say we just want a normal
00:31square text wrap, wrap around the bounding box, then when I select this object
00:38with the Selection tool, and we drag it to the right, and turn on wrap around
00:46bounding box, then the bullets behave normally.
00:49They just move over.
00:50Well, actually we're getting a little issue here with the hanging indent.
00:54So that's actually a problem.
00:56But even more so, is what happens when you want it to wrap around a curve.
01:01So if I said wrap around the shape of this curve, now even the space between the
01:06bullet and the first line of text changes, let alone losing the hanging indent.
01:11So here it was with the bounding box, at least there the space remained the
01:15same, and now it's all really messed up.
01:18So I know a lot of people, when they want to have this effect, they just decide
01:23to change their mind, and they go after a different effect. Or if they really
01:27want this, they do it by hand by adding forced line breaks, and using spaces to
01:34get things to sort of align.
01:35But there is actually a way to do this in InDesign, and I've already done it,
01:39as an example here.
01:40On this page, if we look at it in Preview Mode, you can see that this text wraps
01:45around the curve, and the space is about the same.
01:48It needs a little bit of finessing, but we are almost all the way there.
01:52So how is this done?
01:54Let's do it to this example right here.
01:57There are two things that you need to do.
01:59First, the character that goes in between the bullet, and the first character of
02:05the first line needs to be an Em or an En Space.
02:09It needs to be a flexible space.
02:10It can't just be a tab.
02:12So select all the text here, and then go to the Bullets and Numbering dialog
02:16box, and here's a quick way to get there; if it's not part of the style, which
02:21this isn't part of the style.
02:22Go up to the Bulleted List button in the Control panel, and then hold down the
02:26Option or the Alt key, and click, and it's a quick shortcut right to that dialog box.
02:32If you forget that, you have to go to the Control Panel menu over here, and then
02:36choose Bullets and Numbering from there.
02:38So this field right here, the default, is to add a tab after the bullet, but
02:42instead of a tab, we want to add an Em Space or an En Space.
02:48So here is an Em Space, and I have Preview turned on, so we can see what
02:52happens, or if we want to say an En Space, right from this little triangle right there.
02:58Let's leave it at En space for now.
03:00We're going to come back here to fiddle around with the bullet and
03:03numbering position.
03:04The other thing that you want to do is though we do want this to wrap around
03:10this curve, the problem is that we lose the hanging indents when it wraps around the curve.
03:15So we actually need to change the shape of this text frame and you can do that.
03:19I'm going to lock this guy, so we don't accidentally mess him up.
03:23I am just going to go to Object > Lock.
03:25You can do that by creating a curve yourself that follows the curve of the path
03:31that you want to wrap around.
03:33So what I'm doing is I'm trying to get it to match the wrap that I want.
03:37We're not going to actually keep this ellipse on the page, so you can fiddle
03:42with it as much as you can.
03:43It makes no difference if it has a stroke as this one does.
03:47And then what we're going to do--see this part of the curve where it overlaps
03:51the rectangular text frame? We're going to cut that out, so that we can have a
03:55curve on the side of this frame.
03:57That's how this one works.
03:59See? There is a curve on the side of the frame.
04:02You can do this yourself with the Pen tool, and the Direct Selection tool,
04:05but it's a lot easier to just drag a curve on top, and then select both that
04:10curve, and the frame.
04:11Make sure the frame is below it, by the way.
04:15And then, in your Pathfinder panel which is open here, but if it's not open, you
04:19can find it from Object & Layout flyout menu > Pathfinder.
04:23What we're going to do is subtract the shape of the uppermost object from the
04:28one selected behind it.
04:30So Subtract is this icon right here in the Pathfinder panel, and now we've
04:37sort of bitten out the shape and you can see that we're getting a little
04:41closer to what we want.
04:42Now it's simply a matter of selecting all the text, and then going up to the
04:46Bullets and Numbering dialog box, and experimenting with changing the left
04:51indent and first line indent.
04:53So for example, if I made the first line indent, let's make the left indent a
04:57little bit more, and make sure that Preview is turned on so you can see what's
05:02happening, and then maybe--there we go.
05:09That looks pretty good right there.
05:12I'll just leave it like that, 1p10, 1p10, this is the most we can do.
05:16You can see now at least we have the same amount of space from bullet to the
05:20first letter, and the hanging indent is still being maintained. So it's two steps:
05:25change the space between the bullet, and the first line of text from a hard
05:30tab to an Em Space or an En Space, some kind of variable space, and the second
05:35one is to change the shape of the frame containing the bullets, so that its
05:40curve matches the wrap of the object that you want to appear to be pushing into the text.
05:46And then finally, with a little experimenting with the Offset measures for the
05:50first line indent, you arrive at a solution that's pretty elegant, and a lot
05:55simpler than doing all this by hand.
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034 Importing a custom dictionary
00:00So you may not know that lynda.com recording studios are actually in California,
00:05and I live in Chicago.
00:07It's always so cool to come to California and I have come so often to record
00:11videos at lynda.com, or to do seminars, or visit friends in San Francisco and Napa
00:16Valley, that I've become quite interested in the history of California.
00:21So I came across this document that I was reading in InDesign, that had the
00:25early history of San Francisco and a couple of things caught my eye.
00:30For example, The first Europeans, including the David Blatner clan;
00:34obviously this is not completely 100% historically accurate portrayal of this.
00:39No, obviously I put that in here,
00:41because what I want to show you is that there is a problem with this document
00:46that I will teach you how to solve in the video.
00:48And the problem is that there are a ton of words that are not in
00:52InDesign's default dictionary.
00:54If I go to the Edit menu, go down to Spelling and turn on Dynamic Spelling,
01:00which is my favorite way to check spelling in an InDesign document, I get this
01:04Microsoft Word-like squiggles under words that it does not recognize, so let me
01:08click here and zoom in.
01:10You get a little red squiggle when it doesn't recognize the word in a
01:14dictionary, so if I right-click it says, well, this should be Halon, or Hollow,
01:18or Halloween, or Hullo; obviously it shouldn't be.
01:21I need to add this to the dictionary.
01:23Now if I just had one or two words, I can just right-click and choose Add
01:28this word to the dictionary, but, in this article there are lots of unrecognized words.
01:35They may be spelled perfectly correctly but they are just unrecognized.
01:38And if I know that I am going to be doing a project, for example, working on
01:43a book about California history, that these words are going to be repeated very often.
01:48What I'd like to do, is to permanently add them to InDesign's dictionary.
01:53I mean, frankly I am surprised that Adobe still has not added Blatner to its
01:59default dictionary for InDesign. I mean, I can't believe it, this is Mr. InDesign!
02:03All right, so what we are going to do is add these words to InDesign's
02:08dictionary by creating a new custom dictionary.
02:12It's so simple to do.
02:14First of all, you need to have a word list, a list of words that you want to
02:18add to the dictionary.
02:19Now what you could do, is just create a text frame and then copy and paste these
02:24words, right out here.
02:25Here's Mojave and I am going to hit Return, and Ohlone, copy that, paste and so on.
02:32You can get all those words out.
02:34And then all you need to do is go to File > Export, and export it as a Text Only file.
02:40So call it new-words.txt, for example, because I just did this, or you could
02:45just create it in Microsoft Word and save it as a Text Only file, it needs to
02:49be a text only file.
02:50By the way you could also just export this whole thing as a text file and bring that in.
02:55It doesn't have to be all nice and neat with one word per line.
02:58It could be paragraphs, and even if a lot of words are duplicated, like if I
03:02actually did the whole thing, when and the we already know are in the
03:06dictionary, InDesign just ignores those, so don't worry about it.
03:09But we will be careful about it and we will just go ahead and create a word
03:12list. In fact, I already did. I have it open right here, so here is a list of
03:17the words that I copied and pasted over, and I included Blatner and then my name
03:22with and without the accent mark.
03:24So once you have your word list, you can then go back to InDesign and add it as
03:30a custom dictionary that it will use from then on for every document that you
03:34create, not just this current one.
03:36It's a two-step process.
03:38Well I guess three steps, including creating the word list, all right, but you've
03:42got the word list, then it's a two-step process.
03:44In InDesign, go to the Preferences, which on a Mac is here under the InDesign
03:48menu, on the PC it's the last item under Edit, and go to the Dictionary entry.
03:55The Dictionary is where you manage your dictionaries.
03:58Now there is a default one, that comes with InDesign, it's listed right here and
04:02it's stored on your hard drive.
04:03You can add multiple dictionaries, so you can either add one, if somebody in
04:07your work group has already gone through these steps, you can click Add and then
04:11just point to where they have created their custom dictionary.
04:14If you've never done this before, you first need to create the custom dictionary
04:18with this New User Dictionary button.
04:20So I click Create, and then you save the User Dictionary wherever you want.
04:23Now I would rename this because the naming can get confusing because they use the term
04:28user dictionary in lots of different places.
04:30So I would call this something like California terms or something like that.
04:34I will just call it California.
04:35The UDC is the extension for an InDesign dictionary, so don't change that.
04:40If you have a work group you could save this on the server and then everybody
04:44else could go to their preferences and link to it.
04:46But anyway let's go on.
04:48We've created our custom dictionary, and now the second step or third step, but,
04:52who is counting, is to actually import those words into the dictionary.
04:56It would make sense if we could do it in that dialog box but of course we can't.
05:00Instead you need to go to the back to the Spelling flyout menu, which is under
05:04the Edit menu, and choose User Dictionary here.
05:09In earlier versions of InDesign I believe this is just called Dictionary.
05:13This opens up the User Dictionary and this is where we would actually import the word list.
05:18Now the User Dictionary is the one that we are using right now, if you click
05:22here, you will see the custom dictionary that you created.
05:24So look for the one that ends with UDC and choose that. You need to choose
05:28the Target Dictionary first, if you want to import that word list into the Target Dictionary.
05:33You could import the word list into the User Dictionary, but then you really
05:37couldn't share that with anybody.
05:38So put it into this stand-alone User Dictionary, come down here to Import, and
05:43before I do that actually I am going to turn on Case Sensitive, because a lot of
05:47those words were capitalized, and I want InDesign to flag in case I enter a word
05:52from that word list that's not capitalized, I want it to flag it as a
05:55capitalization error.
05:56So I am turning it on first.
05:58If you are going to do this, you need to turn this on before you import the words.
06:03So I click Import and then I locate that word list.
06:05So here's my word list and I am going to choose to add it to the
06:10dictionary, that's the default.
06:11If you have an existing custom dictionary and you've really messed things up,
06:15you can choose to replace it if you'd like, to replace the existing word list
06:19with the ones that you are bringing in.
06:21But this is also nice because as you come up with more words, you can create
06:25more word lists and keep adding them to the same custom dictionary.
06:28So that was real fast as you saw.
06:30I have brought over both formats of Concepcion because either one can be kind
06:34of spelled correctly, and now we will click Done, and did you see that as
06:38soon as I did that, that all of squiggles disappeared? Except for the ones that I forgot to add.
06:44Right, so there is Asis hasn't been added. I don't really need to add 70s
06:48or 80s, and there is a couple other words, but that is how simple it is to
06:53create a custom dictionary.
06:54Three steps; create the word list, create the new dictionary and preferences and
06:59then go to Edit > User Dictionary and import the word list.
07:02It's a little bit of work but it saves so much time, it's definitely worth it.
Collapse this transcript
035 Changing document orientation and page size
00:00We have a file here that looks pretty good except for one thing.
00:04It's Portrait; taller than it is wide, and we need a version which is Landscape;
00:08wider than it is tall.
00:10Fortunately, InDesign gives us a few tools that let us convert a file.
00:15The main way to convert from Landscape to Portrait, or vice versa, is to go to the
00:18File menu, choose Document Setup and then choose a different Orientation.
00:23I will set this to Landscape and click OK.
00:26As you can see, almost nothing changed except that the page behind the scenes rotated.
00:30I will zoom back here so that you can see that page rotated and everything
00:35else stayed the same.
00:36So that technique doesn't really give us any benefit at all.
00:39It just rotates the page, everything else we would have to do manually.
00:43So I am going to Undo that with the Command+Z or Ctrl+Z on Windows and I'm going
00:47to use a slightly different technique.
00:49I am going to use the Page tool.
00:51The Page tool here in the Tool panel was a new InDesign CS5, and it's a great
00:57tool for adjusting your page itself.
00:59One of the best part about this, is we can change things one page at a time.
01:03You simply select the Page tool, click on the page you want to edit, and then
01:08you have the Orientation feature up here.
01:10Before I click on Landscape however, I'm going to change the reference point on
01:15the left side of the Control Panel.
01:17This lets you control where the page objects will end up on the final page.
01:22Right now it's set to Center, so the page objects will be centered in the page.
01:27If I set it to the upper-left corner, that means set the upper-left corner of
01:31the page objects to the new upper-left corner of the page.
01:35In this case, I am going to leave it set to Center and rotate the page.
01:39You can see that everything is centered on the page and well that's one step
01:43better than using the Document Setup dialog box I guess.
01:46But I want to go even further, I want InDesign to start moving the objects on my page for me.
01:51To do that I'll Undo, Command+Z or Ctrl+Z on Windows, and turn on the
01:55Layout Adjustment feature.
01:58When you have the Page tool selected, you can do that right from the Control Panel.
02:02If you're using an earlier version of InDesign or you don't have the Page tool
02:05selected, you can also do that by going to the Layout menu, choosing Layout
02:09Adjustment, and turning on the Enable Layout Adjustment check box.
02:13Either way, you're telling InDesign to not just change the page but change the
02:18page and the objects on the page. Let's try it out.
02:22Set this to Landscape and you can see that things got moved all over.
02:27InDesign is trying to be helpful by moving objects as the guides move.
02:32The Layout Adjustment feature is all about guides, it's watching the guides, so
02:37any object that is connected to a guide, that is literally touching the guide;
02:41will move when that guide moves.
02:43Here the large image at the background was changed to the new size of the bleed guides.
02:49Any other object that's floating, that is, not touching the side of a page or
02:53page guide or ruler guide, is simply moved proportionally along with the rest of the page.
02:59So we can see that the logo up here was sort of centered and this was moved up a
03:04little bit, and so on.
03:05I want to control where those objects are going to go a little bit more precisely.
03:09So I am going to go ahead and Undo that, choose my Selection tool, and select a
03:14few of these objects.
03:15For example, I want all of these objects to move as a single logo. So I am going
03:20to select them by Shift+Clicking with the Selection tool, grab that one as well,
03:25and pressing Command+G or Ctrl+G on Windows to group them as a single object.
03:29Anything that's grouped will always move as a single group.
03:33I also want with this circular frame to always be up near that upper-left
03:38corner of the page.
03:39So I want to use what web designers like calling Liquid Layout.
03:43I want to snap this to one of the edges.
03:46To do that, I am going to create a new frame with the Frame tool, and I am going to
03:49zoom in to 400% here, so I can see what I am doing a little bit better by
03:53pressing Command+4 or Ctrl+4 on Windows, and I'm going to add my dummy frame
03:58right next to this margin guide.
03:59As long as it's touching the guide it will move with that guide, remember.
04:04Now I'll choose that Selection tool again and select both that frame and this
04:08circular frame and group them, Command+G or Ctrl+G on Windows.
04:13Because they are grouped, they will all move together.
04:15So when the guide moves, this little dummy frame will move, and when that moves,
04:19the circle will move.
04:20They will all stay on the left edge up near the top.
04:24Let's try it out, switch to my Page tool, select the page, make sure our Layout
04:30Adjustment is turned on, and then go ahead and click on the Landscape
04:34orientation, and you can see that now this stayed in the upper-left corner and
04:39the logo all stayed together, it didn't spread out at all.
04:43Now some things we're simply going to have to change by hand. There is no way to
04:46tell this graphic to get bigger than it currently is.
04:49So I'll go ahead and select this graphic frame. I'm going to stretch this out a
04:54little bit, all the way out to our guide here, and then I'm going to make this
04:59larger by clicking on the Fill Frame Proportionally feature.
05:02That fills the whole frame with that image.
05:04I will move this over a little bit so we can see the flowers a little bit more, and
05:09that's looking pretty good.
05:10Now lets look at page 2.
05:11I will double-click on page 2 to jump to it and now I want to make this
05:15one Landscape as well.
05:18Once again, I will use my Page tool, click on the page, and then set it to
05:22Landscape, and we will see that it just does not look good at all.
05:26This is not going to be at an optimal situation.
05:28So let's undo that and try out another trick having to do with Layout Adjustment,
05:33and that is using guides on the page.
05:36If I drag out a guide and snap it to the top of this text frame, and drag out
05:40another guide and snap it to the bottom of the image, then InDesign will try and
05:44keep those guides proportional on the page.
05:48And because the frames are touching the guides, it will try to keep those
05:52proportionally apart as well, because I don't want that text story to overlap
05:56that image like it was.
05:57I am also going to use that Liquid Layout trick again here by making a little
06:02dummy frame and grouping that to this image, so that as that dummy frame moves,
06:08the image will move as well.
06:09That way, it will move a little bit further over to this side.
06:13Okay let's try it out, Page tool, page, click, and that's looking much
06:17better. There we go.
06:18Let me click off that with the Selection tool so we can see there is now space
06:22between the text frame and the graphic.
06:24Also, this image moved along with that dummy frame, I just think it's a little
06:28bit more proportional on the page, I like that.
06:31Ultimately, Layout Adjustment is rarely perfect. You almost always have to go in
06:35and make tweaks to get the final result you want.
06:38However, it saves so much time that you'd be crazy not to give Layout Adjustment
06:41a try when resizing and reconfiguring your documents.
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036 Numbering instead of using auto page numbers
00:01InDesign has a page numbering feature which is great most of the time, but
00:04sometimes you need more control or you want the numbering feature to do
00:08something that it wasn't really designed to do.
00:10For example, let's say on these pages we didn't want it to go 1, 2, 3, 4, and
00:15so on, we wanted it to be 1A on the left page and 1B on the right page, and then
00:212A and 2B and so on.
00:23Can you do that in InDesign?
00:24Well, not with the page numbering feature, but you can with a different
00:28automatic numbering feature in InDesign.
00:30That's right, the automatic paragraph numbering.
00:33Let me show you how to do it.
00:35Because this is page numbering, I'm going to do it on the Master page.
00:38So I'll press Command+J or Ctrl+J on Windows to open the Go to Page dialog box.
00:44Press A, press OK, and now here we are on Master page A, that's where
00:48we're going to put this.
00:49And I'll select the Type tool, draw out a little text frame here, and I'm going
00:54to put my numbering in there.
00:56Let's go ahead and zoom into 400%, so we can see that better with a Command+4
01:01or Ctrl+4 on Windows, and I'm going to put my automatic number inside this text frame.
01:06So I'm going to hold down the Option key or the Alt key on Windows, and click on
01:10the Numbered List button here in the Control panel, that forces the Bullets and
01:15Numbering dialog box to open;
01:16little shortcut to that dialog box.
01:18And I'll turn on my List Type and set it to Numbers. There we go.
01:22I'm going to make this a numbered list.
01:24I don't need the period
01:26and the Tab in the Number field there, I just want the number itself, and I
01:31want it to be 1, 2, 3 and so on, but I want it to be 1A, 2A, and so on, on the left-hand pages.
01:38So I'm going to type the letter A in here.
01:40So in this case, when I see my numbering, it's going to be number A on
01:44the left-hand page.
01:46I could go ahead and turn Preview on and nothing happens.
01:49In fact, I'm going to go ahead and click OK and still nothing happens. Why?
01:54Because I need to have at least one character on this paragraph in order for the
01:59numbered list to show up.
02:00I'll just press a Spacebar and you can see, there it is, there is my 1A from the numbered list.
02:06I'm going to make that a little bit bigger, but of course you can't select a
02:09numbered list, there's nothing to select, it's an automatic numbering, but I can
02:13select that little invisible space that I just typed.
02:17So I'll select that.
02:18I'm going to make this bold, and you can see that anything that I apply to that
02:22space also gets applied to the numbering, so that's convenient.
02:25I'll also make this a little bit larger;
02:27I'll bump this up about 36 points. Okay.
02:30That is looking pretty good, a pretty good page number there.
02:33But there's one more thing that I need to do to this numbered list before it's
02:37going to work properly.
02:38So I'll go to the Control panel, switch back to the Paragraph Formatting, and
02:42then Option or Alt+Click on that button again, but there's one more thing I need
02:46to do if this is going to work correctly.
02:48So I'm going to go back to the Paragraph Formatting mode of the Control panel,
02:52Option or Alt+Click on that Numbered List button, brings up the dialog box
02:56again, and here I have to choose List.
02:59Lists are essential whenever you have a numbered list that goes across multiple
03:04text frames, when those text frames are not threaded together, you have to use a
03:08List, otherwise you'll just get 1, 1, 1, 1, 1, it will never increment.
03:12You have to use a List to make them increment, 1, 2, 3, and so on.
03:15So I'm going to make a new list from this pop-up menu by choosing New List from
03:19the menu there, and I'm going to say this is my left page list. All right,
03:24you can see here's the trick, Continue Numbers across Stories. All right,
03:28Click OK, and that's all I really need to do for now, so I'll click OK.
03:33I'm going to jump back to Fit Spread in Window with a Command+Option+0 or
03:37Ctrl+Alt+0 on Windows, and I'm going to use the Selection tool to Option or
03:42Alt+Shift+Drag this over to the right-hand page, and then I'll do a
03:47Command+Shift+R or Ctrl+Shift+R to make it right-aligned.
03:51That's looking a little bit better.
03:52And you can see that even though it's two separate text frames, they are
03:56incrementing the number from 1 to 2, because they're both set to that list.
04:01But what we're trying to do is have it say 1A and then 1B.
04:05So I'm going to double-click inside here and change the numbered list.
04:10I'll Option or Alt+Click on the Numbered List and I'm going to change this to B,
04:14because this is supposed to be B on this side, and I need to create a New List.
04:19This is going to be the right page list.
04:23Click OK, click OK, and now we're set.
04:26On the Master page we have it set up to do 1A and 1B.
04:29Let's go try it out on a real page.
04:33Command or Ctrl+J, press 2, click OK. Excellent!
04:381A and 1B right here on the pages, that's just what we wanted.
04:42Let's go try the next spread and see if it's still working.
04:46Uh-oh, it still says 1A and 1B, and on the next spread it still says 1A and 1B.
04:52I'm just using the Option or Alt+Page Down to move from one spread to the next.
04:57This is an interesting problem when you're doing numbered list on the Master page.
05:02It turns out that numbered lists never update when they're on a Master page.
05:07Because these are Master page items, you can tell that they are because there's
05:10a dotted line around them, they never get updated.
05:13However, if you override that Master page item, suddenly it kicks in;
05:19suddenly InDesign knows, oh, I better increment that by 1.
05:22So for example, I'll go in here.
05:24Let's go back to where we were originally, here we go.
05:27On this page I'm going to Command+Shift +Click or Ctrl+Shift+Click on Windows,
05:32that overrides it, brings it on to the document page itself.
05:35Command+Shift+Click. Excellent!
05:37Then go to the next spread.
05:39Command+Shift+Click and Command+Shift+ Click and you can see what's happening, as
05:43I'm overriding those things, the numbers are incrementing.
05:46Go to the next spread and Command+Shift+Click or Ctrl+Shift+Click all the way along the way.
05:52So it's a little bit tedious here, but you get the effect that you want.
05:57We're getting A on the left and B on the right, and a same page number on both.
06:02There are so many other cool things that you can do using paragraph numbering
06:05instead of the automatic page numbering.
06:07For example, let's say you want to make numbered tickets.
06:10You could set up a whole bunch of tickets, maybe 10 on a single page, and use
06:14automatic numbering to increment the numbers on those tickets one at a time.
06:18Just let your imagination go wild and have fun coming up with your own
06:21numbering tricks.
Collapse this transcript
037 Setting story order with the Articles panel
00:00Let's make an EPUB.
00:02I have a two page InDesign document here, a work of art, with some just kind of
00:07placeholder, images, and text, let's zoom in here a bit.
00:13Let's just say that we want to export this document out to EPUB.
00:16We want to make a little nice eBook that we can put on an iPad or distribute
00:20it on our web site.
00:21This story continues on page 2, there it is, continued from page 1.
00:25Then we have Another Story all about California and the Golden Gate Bridge and
00:30this is a starred story.
00:31People always show how to create EPUBs with really long text heavy books, so you
00:37can make EPUBs out of anything.
00:39The problem is the order that these stories are exported in.
00:43How does InDesign figure out which story to put first and then next, the
00:48pictures and the text?
00:50The problem with busy documents like this, with many objects in different
00:54alignments, is that by default, InDesign exports stories to EPUB and to HTML for
01:01that matter, in order of left to right and top to bottom actually, page by page
01:06according to the bounding box of the object.
01:10You don't have to try and figure this out before you export, why not just export
01:14and see what happens.
01:16So we are going to go directly up to File > Export, and under Format choose EPUB.
01:24Now, I am using InDesign CS5.5, and this is a specific location where EPUB is in
01:31this version of the software.
01:32In earlier versions it's not in this Export dropdown menu, it's elsewhere in the
01:38program, but I'm going to show you a feature that is 5.5 specific.
01:43If you haven't upgraded yet, just sit back and watch the magic.
01:47I'm going to export this out to the Desktop, and we're going to accept the
01:51default settings, specifically take a look here under Ordering, it's going to be
01:56Based on Page Layout;
01:58in other words, based on the page geometry, where things are located on the X and Y axis.
02:04For Image we will leave everything at the default;
02:06for Contents everything at the default except, we don't need to Include
02:10Embeddable Fonts, and I will just say OK.
02:14So it opens up in Adobe Digital Editions, which is the default reader for EPUBs
02:19on most computers, it's a free utility from Adobe, and really not the best, not
02:24the most up to date, but it's fine for rough proofing, especially for seeing if
02:27things appeared in the right order.
02:30I'm maximizing the window and I'm going to reduce the size of the type a bit
02:34by clicking on this icon up here, Decrease Text Size, so we can see more in the window.
02:40First of all, My favorite dog
02:42was the first thing that appeared, then the byline, then the headline, that is just wrong.
02:46Zoey's picture appeared inline, which is exactly what I wanted, but then we have
02:52the entire story and then this picture of the Golden Gate Bridge.
02:57The Golden Gate Bridge is supposed to be part of this other story, and this
03:01dog picture is supposed to be up here with Zoey, so things are all kind of messed up.
03:05And that is because of the page layout order.
03:08Now, remember it goes left to right, top to bottom, starting from the first
03:12page, and I'm going to get out of Preview mode so we can see what's happening
03:16a little bit better.
03:17Starting from left to right, the very first thing that InDesign encounters,
03:21other than these empty frames, which when you export from page layout it
03:25ignores, is this frame right here.
03:28Another thing that's ignored when you export to EPUB are any special attributes
03:32that we have applied to a text frame.
03:34So the rotation is ignored, the background color is ignored, it just takes this
03:38text along with its formatting and makes that the very first thing in the EPUB.
03:43The next thing that it comes across is the byline, that's why the byline
03:46appeared above the headline.
03:49But the headline and the story are exactly the same from the left edge, then it
03:54defaulted to top to bottom, and so the next thing that appeared was the
03:57headline and then the story.
03:58Zoey appeared within the story, because Zoey is anchored in the story.
04:03I am going to go to View > Extras > Show Text Threads, so you can see that this
04:08entire group, including her caption, is anchored right here.
04:11So that's why it appeared within the story flow.
04:14Then there is the frame that says continued on page 2.
04:17What happened next after continued on page 2?
04:20The next thing was the Golden Gate Bridge.
04:23So we go down to page 2 and you can see it happening, right now you are
04:26following along, the Golden Gate Bridge is the very first thing from the left
04:30edge of the page, so that appeared next.
04:33The little star was ignored, because it has no content, no text, no image, so
04:39that's ignored when you export based on page layout.
04:43And then the large picture and then the headline, so then the large picture
04:46appeared next, and then this headline in the story.
04:50If you want to export this document in the correct order, you could either
04:55tediously manipulate, move things around, get them in the right order yourself,
05:00like for example, move this over to the right, move that over to the right,
05:03move that to the left, or you could use this cool feature called the Articles
05:08panel in InDesign CS5.
05:10I am going to go to the Window menu, choose Articles, all you do is create
05:15articles and drag and drop frames over. It is so simple.
05:18Let's start by dragging over the very first thing that we want to appear,
05:22which is My dog, Zoey.
05:24I want the headline to be the first thing.
05:25So we bring that over.
05:28Because we don't have an article yet, it's prompting us, oh, you want to
05:31create a new article, so I am going to call this Main story, and it brings over that text frame.
05:37Then I want the byline, and I can just drag and drop that right there.
05:42Then I want the Main story, and I am going to bring that over there.
05:47I know that this entire group is anchored within that story.
05:50Unfortunately, we don't have any visual clue that there is a nested or
05:55anchored frame in here.
05:56I would really love to see that in the next version.
05:59Anything that you don't drag over does not get included.
06:02If we don't want My favorite dog to be exported, then we just don't drag it over.
06:07Same thing for the jump lines, we don't need to bring over continued on and so on.
06:12You don't need to bring over every single frame in a threaded story, just the
06:15first frame is fine.
06:17And we do want to bring this picture over, because it's part of that story.
06:22Now let's start a new article.
06:24I am just going to click the New Article button down here and we'll call it Second story.
06:31And because I still had doggy beach highlighted, then it automatically added it here.
06:36That's another feature of the Articles panel that you can have the same item
06:39appear in multiple locations.
06:41So it's like copying and pasting without actually having to do it here.
06:44I am going to select that and delete it.
06:46Now, I'm deleting it from the Articles panel by clicking on the trashcan, that
06:50just means remove from the Articles panel, don't delete it in the layout.
06:55I'm just going to bring this frame over, and this picture.
07:01And what's cool is that if I do want this star to be included, I can bring that over as well.
07:06I think I will put it right above there, and when I export it, this is going to be rasterized.
07:11that's a great feature of the Articles panel.
07:14Now let's go ahead and export our story once more.
07:17I will go to Export with Command or Ctrl+E, let's replace our existing EPUB.
07:22We are going to use the exact same settings as the first time, except for right here.
07:28Under Ordering we are going to change to Same as Articles panel, which only
07:31becomes enabled when you have added at least one item to the Articles panel by
07:35the way, and then click OK.
07:39And let's reduce the size so we can see a couple of pages.
07:41There we go, the headline, the byline, the story, there is the ending beach
07:46picture, and then there's our rasterized image, and the other story.
07:51With the Articles panel in CS5.5 it is so much easier to manage the export
07:56order of all these elements in the busy layout, without having to completely
08:00redo the layout itself.
08:02I love it!
Collapse this transcript
038 Updating a linked table without losing formatting
00:00One of the holy grails of InDesign is being able to place something that a
00:06coworker creates in Excel, a spreadsheet, and then placing that in InDesign,
00:12where it comes in as a table, applying beautiful InDesign formatting to it with
00:17paragraph styles, and then when the coworker updates the Excel spreadsheet and
00:24lets you know, hey, we have changed some of the data. Then you could come over
00:28here and update this in InDesign without losing any of that formatting that
00:33took you so long to do.
00:35First of all, when you place a text file, it doesn't become linked.
00:40So if I open up the Links panel, there's nothing here.
00:44So even if my esteemed colleague said, I updated that Excel file that you placed,
00:49there is nothing to update here.
00:52You would actually have to place it from scratch and then reapply all your formatting.
00:56First thing you want to do to make this work is you want to turn on the option
01:01to create links when placing documents and spreadsheets.
01:05It's not turned on by default because just think of how crazy making it would be
01:09if every time you place a Word document and made a link and whenever somebody
01:12updated that Word document on the other side of the company, suddenly you had
01:16out of date text, it could get chaotic.
01:18So it's turned off by default.
01:20So you want to go to Preferences, which on the Mac is under InDesign, the name,
01:25and on the PC, it is the last item under the Edit menu.
01:28Go down to File Handling.
01:31You want to turn on under Links, Create Links When Placing Text and Spreadsheet
01:36Files, turn that on.
01:39Now let's go to a Link page and we'll go ahead and place that spreadsheet.
01:44So I go to File > Place, here is a spreadsheet.
01:49I am going to turn on Show Import Options, because I want to make sure that it
01:53comes in as just a regular basic table, Unformatted Table, Basic Table, and
02:03there it is in all of its glory. All right!
02:04That's exactly what we brought in and it comes in as a link.
02:08Now say that we apply some formatting to it.
02:11I am just going to come over here and select the entire table, I will go to
02:15Table Options > Alternating Fills, and I'll give it an Alternating Pattern
02:21of, let's say, Blue 20% with None, and let's take all this text and make it
02:29bold, just like that.
02:33Now it's linked, and I go over to Excel, and I make a change like I will change
02:39Jackson to Jefferson and save my change.
02:46When in InDesign, I see that that Excel file is out of date, it's been modified.
02:51So I can update it, double-click to update.
02:53You'll always get this alert if you have done anything at all to the contents;
02:57either the formatting or the text of the spreadsheet.
03:01You're going to lose those edits when you update the link. Are you sure? Yes, go
03:05ahead, and there you go, so now it says Jefferson.
03:08You will get an even better result though if you create a table style and apply
03:13this table style when you bring it in.
03:15I have already created table style, this is what it looks like.
03:20I am going to take this and delete it, and then we will place it again, the same
03:25spreadsheet, but this time I'm going to apply the Table Style called Doctor
03:30Table, and I have already created and bring it over.
03:36Now Table Style cannot maintain the same geometry, so we can't save like the
03:40width of a column, but you can always resize it after you bring it in of course.
03:45I am holding down the Shift key, so as I resize it, they all resize in proportion.
03:50The one thing that whenever you apply Table Style that you always have to redo
03:54because for some reason this can't be saved, is you have to reapply the header
03:59row. Converting the first row or how or many rows you want to a header row, you
04:03have to keep doing that, so I select it, Convert Row > To Header.
04:07Once you do that, then it does take on the formatting of whatever you specified
04:11for your styles for header text.
04:16Go back to the Excel file and we will change, let's say the word James to
04:20Douglas, and save our change, come back to InDesign, update the link, and I'll
04:28just say Ok, and there it is, Douglas. I will just select this, re-convert it to
04:35header row, and we are done.
04:38If you want to create links to the spreadsheets that you bring in, so that
04:43when people change the data in that spreadsheet, you can just immediately
04:47update it in InDesign without losing any of your formatting, those are the
04:51steps that you need to do.
04:52First you have to turn on that option, in Preferences, under File Handling,
04:57and second you should use a Table Style, rather than manual formatting, for more
05:02consistent results.
05:03Just one thing is, don't forget to turn this off when you're done working
05:07with that spreadsheet.
05:08You can turn it off and it's not going to lose the link, it will still be linked.
05:12Now at least you won't have to worry about accidentally linking to all the other
05:16text files that you bring in.
Collapse this transcript
039 Creating electronic sticky notes
00:00Okay in this movie, I'm going to show you --oh, actually hold on just one second,
00:04I have to write a note to Anne-Marie here in this file that we're working on,
00:08before I go on here.
00:10I could use the Notes panel, of course, to write a little note to her, but that
00:14only adds notes inside of a text story and it's really subtle.
00:17She might not see the note when she opens the file.
00:20Let me show you a couple of other ways that I could add notes.
00:22I could go to the File menu and go down to a Document Setup, and I want to
00:27change the slug amount.
00:29Now the Slug doesn't show up here, because to get that I need to turn on More Options.
00:33So I'll turn More Options on.
00:35There's my Slug amount and I'm going to say I want a slug at the top for maybe just 1 inch.
00:41Click OK, and you can see that it adds this blue line up here.
00:45Now this is a good area to add notes to people, especially if you want
00:49those notes to print out.
00:50It's also a great way to add things like the name of the file, or other stuff,
00:55for example, I might come over here and just make a text frame that says, This
00:59file was last saved. When was it saved?
01:03I'll go to Type > Text Variables > Insert a Variable, and in this case, I'm
01:08going to be doing this as the Modification Date, when it was last saved.
01:13So you can see that this was last saved back in July.
01:15So that's one way to add a note.
01:17And like I said, this will actually print out as long as the Print dialog box is
01:22set up to print to your bleeds and slugs.
01:24But in this case, I really want to add a note to Anne-Marie
01:27that's really just right in your face, that you can't miss, right here on the page.
01:31I'm going to make another text frame here.
01:34I'm just going to drag it out and I'm going to fill this with some color.
01:38I'll hit the Escape key to jump back to the Selection tool, and it changes the
01:42Control Panel, so that I can fill this with some color.
01:45I'm going to fill this with yellow, say 20% yellow.
01:49That looks kind of like a Post-it note, which is kind of what I'm trying to get,
01:52and we better move this onto a different layer.
01:54Right now it's down at the wrong layer.
01:56I'm going to create a new layer and I'm going to double-click on it and call it,
02:00my notes layer, and I'm going to move that up to the top. That has to be the top
02:05or else my note might get lost.
02:07So I'll drag this little proxy icon up to the Notes layer. There we go.
02:11It's always going to be on top now.
02:14I want these notes to be visible on screen but I don't necessarily want them to print out.
02:20So I can do a couple of things to make them nonprinting.
02:23One is, to go to the Window menu and I'll go down here to the Output submenu
02:27and choose Attributes.
02:29It's the Attributes panel that gives me the Nonprinting check box.
02:34So when I turn that check box on for this object, it will not print out.
02:38It'll be visible on screen but it won't print.
02:40Also I'll go to the Window menu, choose Text Wrap, and I'm going to make sure
02:46the Text Wrap is turned off here.
02:48It is turned off, and that way this object will not print and it will not force
02:53any changes on my page.
02:55It won't cause any text to wrap and cause problems that way.
02:59So this is kind of like a non-object.
03:01Not printing, not affecting text, just on screen, and I like that because it's a
03:06great way to add a note.
03:07So now I'll go back to my Type tool and I'll add my note in here.
03:12I'm going to say Anne- Marie, isn't this page cool!
03:19I can make this bigger if I want.
03:21Use some keyboard shortcuts to make that larger.
03:23I can center it in here.
03:25I'm going to center this vertically as well, by pressing Command+B or Ctrl+B on Windows,
03:29open Text Frame Options, and set this to vertically center in the text frame.
03:35That looks like a little Post-it note that I added to my page.
03:39I could even give it a drop shadow.
03:42Now we really have a note that could put anywhere on my page.
03:45It will not print out, it will not affect the text, but it's a note that
03:48Anne-Marie absolutely cannot miss.
03:51Now if I were making a lot of notes like this in my document, I might not want
03:55to turn on nonprinting for each and every one of them.
03:59So instead I would go to my Notes layer, double-click on it, so it opens a Layer
04:03Options dialog box, and I would turn off the Print Layer check box.
04:07When this is turned off anything on that layer will not print.
04:12It's as though that nonprinting check box is turned on by default, and you'll
04:15see that the layer shows up in italics here in the Layers panel.
04:19That's another indication that that's a nonprinting layer.
04:23I'll go ahead and close these panels and I want to look at my page one more time.
04:29Looks pretty good, but what if I want to see what my page looks like
04:32without those notes?
04:33Can I hide that note?
04:34Well, it's on the layers.
04:36So I could hide the layer if I want.
04:37But even better, if I'm simply go into Preview mode, press the W key, the notes disappear.
04:45Press W again and all that stuff comes back.
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040 Moving master page items to the top layer for visibility
00:00If you look at this document, you'll see that at the bottom of each page,
00:04there's a little page number and a header or footer or whatever you want to call
00:08it, that has the name of the section that we're currently reading.
00:11Let's go to the next page or the next spread by pressing Alt+Page Down or
00:15Option+Page Down on Windows. And we can see that over here on the left, there is
00:18the page number and the footer and over here on the right, there is nothing.
00:23This is a real problem.
00:24Well we can tell that it's behind this green frame.
00:28So I'll go ahead and select that frame and we're going to try and send it to the
00:31back, by going to the Object menu, choosing Arrange and choosing Send to Back.
00:37But it's grayed out. Why?
00:39Because it's already at the back of this layer.
00:43The answer is it's a master page item and it's on the wrong layer.
00:47Let's go take a look.
00:48First I'm going to the master page by opening the Pages panel and I'll
00:52double-click on my Master page A, so we can get to that.
00:56Then I'm going to zoom in on this, so we can see it a little bit better. There we go.
01:00There's my master page text frame, and I'll open my Layers panel and I can see
01:05that this is currently on a layer called text.
01:08Text is sitting right in the middle of a bunch of different layers, captions,
01:12pictures, rows and so on.
01:13That's the problem right there.
01:16Whenever you have stuff on a master page, you should probably put it on its own layer.
01:21Not one of the layers that you're already using for something else.
01:25So I'm going to go ahead and create a new layer by Alt+Clicking on the New
01:29Layer button or Option+Clicking on the Mac, and I'm going to call this my master page items.
01:35You can call it anything you want, I'll click OK and I'm going to drag this to
01:39the top of the list.
01:41I'll press Ctrl+A or Command+A on the Mac, in order to select everything on this
01:46master page, and I'm going to drag that little proxy icon in the Layers panel
01:50up to my new layer.
01:52Now all of those items on this master page are on the master page items layer.
01:57Therefore I should be able to see that page number.
02:00Let's check it out.
02:01I'm going to press Command+J or Ctrl+J on Windows.
02:04I'll press page 5, which is the page we're having trouble with there, and when I
02:08hit Enter, we'll see there is my green frame and there's my page number and
02:13footer on top of it.
02:15It's on a higher layer and therefore it's going to sit on top of everything else
02:19in the document including that green frame.
02:21Now of course, sometimes you have things on master pages that you want
02:24behind everything else.
02:26You want it to be like a background image, and that you would create a new layer
02:29and put it at the bottom of the Layers panel, and put the stuff on there.
02:33In this case, it's a page number and a footer, so we want it on the top.
02:38I know that using layers doesn't come naturally to most people, but when it
02:41comes to controlling the Z order, that is, which object is on top of which, there
02:46is nothing better than the Layers panel.
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041 Five guide tricks that will impress your coworkers
00:00Do you want to be seen as the coolest InDesign geek in your office?
00:05Let me show you a few very cool tricks that you can do with the most prosaic of
00:10features in the program, Ruler Guides.
00:13You know that when you drag down a guide, take a look at the Control panel
00:17at the measurements.
00:18The Y field, it's saying .3937 inches at this points, or if I bring down a
00:24little bit .4097 inches.
00:26When was the last time that you needed that exact measure for your guideline? Who needs that?
00:31Normally, you need the ruler guides to appear at a regular increments in
00:36whatever measuring system that you're using, and the answer there is simply to
00:39hold down the Shift key. It says .375.
00:43I go up, it says .25.
00:44I go up it says .1597 inches and that is only because I have smart guides turned down.
00:51So watch as I drag down past this Golden Gate text frame, .375.
00:57Now it says .5, .625, .75, .8284.
01:04Why is it there?
01:05Because that's the exact center of the Golden Gate text frame.
01:09You'll find if you use this trick of Shift+Dragging a ruler guide, that
01:14occasionally you get the correct increment, but sometimes it will go weirdo.
01:18If you're using an older version of the InDesign, this trick still works, but
01:21you don't have to worry about the Smart Guide measurements getting in your way,
01:25and if that bugs you, you can always go to Preferences.
01:28I'm just pressing Command+K or Ctrl+K to jump to Preferences, go down to Guides
01:32& Pasteboard, and turn these off.
01:35I think it's a big sacrifice to turn these off just to get the cool ruler guide
01:39increment trick working, but now if I Shift+Drag, you'll never see those weird
01:44amounts appearing in the Y field up there in the Control panel.
01:47So that's how it works for horizontal ruler guides, and of course, it works the
01:51same for vertical ruler guides.
01:54Nice and clean and you just release the mouse button before you release the Shift key.
01:58Now if you zoom in, and let me hide the Baseline Grid, then the increments--I'll
02:06hold down the Shift key, the increments are finer.
02:10Let's change this measuring system to Picas, and try that way.
02:16So now it's 9.7, 9.8, 9.9, 10.1, some single point increments, or as if I came
02:22out this way and started Shift+Dragging, then it's in 1pica, 2pica, 3pica.
02:28So if you need to find your increments just zoom in.
02:30Let's say that you are really closely zoomed in, and you're dragging down a ruler guide.
02:36Now you probably know that if you release of ruler guide over a page, it's going
02:41to turn into just a page guide.
02:42So if I keep it right here and then I zoom out, it only went across this one page.
02:49It didn't extend into the next page.
02:52But what if you're zoomed in and you really want a guideline to be across the entire spread.
02:59All you need to do is hold down the Command key and the guideline will turn
03:03into a spread guide.
03:05Let's zoom out and there you see that it moves all the way across this spread.
03:09A lot of times people ask me, is there any way to add a single ruler guide
03:14without having to actually drag it?
03:16Well there's no keyboard shortcut but you can double-click in the ruler and it
03:20will put a ruler guide where you double-click.
03:22If I double-click up here, say at 54, it adds a ruler guide at 54.
03:28I can do it in the left-hand side too, it adds one right there.
03:32Now it might add it at strange little increments, so if you wanted to make sure
03:36that the ruler guides that you're adding are at even increments, then just use
03:41a same trick of Shift+Double-click and will always put it at the nearest tick on the ruler.
03:47Something that I often run into myself is that I'll drag out some guidelines,
03:52and for whatever reason, I need to know the distance between the two guidelines.
03:57What I use to do was to drag out of frame and try to get it to align exactly
04:02right and then I look up here at the height or the width of the frame, but then,
04:05I learned this cool trick.
04:07If you go to the Window menu and open up the Info panel, and then you select two
04:13or more guides, the Info panel will tell you the distance between them.
04:16So you just click on one guide, because remember guides are just like objects on
04:20an InDesign page, and then Shift+Click on another one.
04:24We see here under Height, these two guides are exactly 20p5.456.
04:29So for whatever reason, if I needed to make a frame that size or picture that
04:33size, I know exactly the amount of space that I need.
04:37If you select more than one guide, like I'm Shift dragging across all three
04:40guides, it'll tell you the distance from the topmost to the bottommost, or if
04:44you're doing it on vertical ruler guide, from the left or the right.
04:48Look at the entire spread.
04:50In more current versions of InDesign, it's really easy to delete all the guides.
04:55I'm at the current spread that you're looking at.
04:58Just go to the View menu, go down to Grids & Guides, and there's a command,
05:02Delete All Guides on Spread. I'm going to undo.
05:05Now that was just added I think a couple of versions ago.
05:08If you've an earlier version, or even if you forget that it's up there in the
05:11View menu, the old command still works.
05:14Let me click to deselect and now the guides are just there like normal guides.
05:18If you press Command+Option+G or Ctrl+ Alt+G, that selects all the guides on
05:25 the spread.
05:27Now that they're selected you can just tap the Delete or Backspace key and that
05:30gets rid of them as well.
05:33Another one that people want to know is, how to quickly add more guides at a
05:37certain increments, so like if you have a guide here and you want to add a whole
05:41bunch more there, say a half-inch apart from this one, what's the best way to do that?
05:46There are all such different ways but my favorite way is to select the first one
05:50and then go to the Edit menu and choose Step and Repeat.
05:55So the last time I did this, I was actually creating 5 that are separated by 3
05:59picas, or half an inch, but if I want to do something else, I can say let's
06:04separate these by 4 picas and I want you to make 7 of these. Click OK.
06:11So there you have it, 5 cool guide tricks, plus 1 bonus one to impress
06:16your coworkers.
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042 Letting InDesign add the diacritics
00:00You know I like to think that I know a lot about InDesign.
00:04There are actually quite a bunch of things that I don't know, and one of those things
00:08is how to add all the different kinds of diacritics.
00:12If I'm typing my last name, which has a diacritic, I know how to do that one.
00:16Concepcion has an accent over the O.
00:20I already know that I can select that O and press Option+E on my Mac keyboard and then
00:25an O, and it goes and does that.
00:28But what about a word like this down here?
00:31It's some kind of French word.
00:33I know there is a bunch accents on it, but I don't know where they go.
00:37I could go to the Glyphs panel.
00:38The Glyphs panel has every single glyph, or character along with every diacritic possible
00:44in this panel, and you can scroll through here and you could find the diacritic.
00:49So if I'm looking for an E with an accent that goes the wrong way, and then I could
00:55go ahead and enter it from here.
00:56But what if I'm doing 20 different French words with all sorts of different diacritics,
01:01and what if I don't know the glyph that I'm looking for? What if I don't know what is
01:04the proper diacritic?
01:06Let me show you this cool trick that InDesign will add the proper diacritics to words for you.
01:13The first step is to turn on dynamic spell check.
01:16It won't work unless you do that.
01:18So go to the Edit menu, go down to Spelling > Dynamic Spelling.
01:24Dynamic Spelling flags any words in the text that it doesn't recognize in its dictionary,
01:29without you having to run a spell check.
01:32So you can see that here, this word is not recognized.
01:36Now if I right-click it, it suggests a bunch of words but they're all in English.
01:41This is a French word, and that's because we are using the English dictionary.
01:45We're using the English dictionary because that's the default when I installed InDesign on this machine.
01:51I need to switch to French.
01:53So I'm going to select this word and I'm going to switch the dictionary to French.
01:58You can see we have lots of different languages to choose from, and if it works right, then
02:05you'll see that it's still not recognized in that target dictionary, and now I can
02:09right-click and a-ha! Now it's suggesting all of the correct spellings in French with the
02:16proper diacritics, and I happen to know that it's this one that I want.
02:20So it went ahead and entered the right-facing accent and the wrong-facing accent for me.
02:27Here is another example.
02:29Here's a web site from Norway with a lot of interesting little diacritics on the letters.
02:37Like look at this little ad for Facebook.
02:38I'm guessing it says, like us on Facebook, but we don't really have to worry about translating it.
02:43Say that the client says we want you to add this language to our brochure.
02:48I took a screenshot and I pasted it into this document.
02:53So let's say that we want to write this with the correct diacritics.
02:57Here's what you do.
02:58If you're working from a sample, just write it in English, with just the letters.
03:02Don't worry about the diacritics, Besok oss pa, and I'm not going to worry about Facebook
03:07but I'll write it out any way.
03:10These three words should be in Norwegian.
03:13So I'm going to select all three and change the language to Norwegian.
03:18There's a couple here.
03:19I'll try the first one, and it's saying that the first word is misspelled.
03:24Let's zoom in a bit here.
03:25What we want it to do is to give us the O with that slash through it.
03:30I'm going to right-click and there it is.
03:34So we got that entered.
03:35Now there supposed to be something over the A here, but it's saying that it's correctly
03:41spelled, and this might happen to you that there is a version of the word without the
03:46diacritic that is correctly spelled.
03:47So you can sometimes force InDesign to flag it as incorrect, like if I add an E, and now
03:54if I right-click on here, a-ha! It's saying did you mean to write this word?
03:59There we go, you see both PA without the diacritic and with the diacritics are correct, and I
04:03want the one with the diacritic.
04:04So there's my little trick of letting InDesign add the diacritics for you by simply
04:10changing the language of the word that needs a diacritics to the correct language and then
04:14right-clicking and getting the correct spelling with the diacritics, courtesy of InDesign
04:19and its wonderful dictionaries.
04:21
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043 Using single-cell table cells for custom paragraph formatting
00:00One of the most requested features in InDesign is the ability to put a colored box around
00:05or behind a paragraph.
00:07You can't really do it yet but there are some good ways to fake it, and my favorite technique
00:12is called the one-celled table.
00:14Let me show you how it works.
00:15I'm going to zoom in on this text here, because I want to put a colored box behind this paragraph.
00:21To do that, I need to switch to the Type tool, press the T key, and then select the paragraph.
00:28Note that I'm selecting the paragraph, but not the invisible carriage return at the end.
00:33I can see that carriage return there, that little invisible character, because I've turned
00:37on the hidden characters at the bottom of the Type menu.
00:41Without that turned on, it's really hard to tell where the paragraph really ends.
00:45Now that I've selected the paragraph, I'm going to come up to the Table menu and choose
00:49Convert Text to Table.
00:51It's going to turn this one paragraph into a one-celled table.
00:55I'm going to the leave the column and row separators just the way they are and click OK.
01:01Now in this case, it broke my carriage return to the next line because there's an extra
01:06space right at the end of that paragraph.
01:08So I'm going to press the Delete key and remove that.
01:11That looks much better.
01:13It put that paragraph into a table and it seems to have broken this down to a separate
01:17line and I think the reason is that there appears to be a little space at the end that
01:22I didn't capture.
01:24So I'm going to delete that by brisk pressing the forward Delete key and yep, that worked.
01:28Now we have a paragraph inside a single-cell table and it takes up just the right amount of space.
01:36Now these tables by default have a stroke around them but no fill.
01:40But that's okay we can turn that around by giving it a fill and taking the stroke away.
01:46To do that, I'm going to click inside that cell and then press the Escape key.
01:51Little secret trick, when you're inside of a cell in a table, hitting Escape selects the cell itself.
01:57So now I can make sure that all four sides of the table are selected up here in the Control
02:02Panel and I'm going to set the stroke to None.
02:06Now I'm going to come up here and fill it with some color, maybe 20% magenta.
02:12It's highlighted right now,
02:13so I can't see the final effect, but as soon as I click outside of the table, you can see
02:17that it looks just fine.
02:19As a story reflows, as text is added and removed, the table will move with it.
02:24It's anchored in place.
02:26Even better, as I add some text here, I'll just add some random text, you'll see that
02:32the table gets longer.
02:34If I remove that text, the table gets smaller.
02:37It's the table that's creating that background color, and therefore it is always going to
02:42be behind that paragraph.
02:44Now what's not so great about this trick is that table cells inside InDesign cannot
02:49break across multiple pages.
02:51The whole cell always has to stay together on the page.
02:55Let me show you a couple other instances of how you can use this.
02:59Navigate over to the left side page here, and I'm going to put these two paragraphs
03:04inside a single cell.
03:05To do that, I select both of these paragraphs but not the final carriage return, go to Table >
03:11Convert Text to Table and this time I'm going to pause for a moment and not just click
03:16OK because we have two different paragraphs that we want in a single cell.
03:21I need to change the Row Separator.
03:23The Row Separator is set to Paragraph right now.
03:26So if I clicked OK, I would get two rows.
03:28One for this paragraph and one for this paragraph.
03:31That might be okay, depending on what I'm kind of do, but I want to show you a trick
03:34so that you truly get a single cell.
03:37Instead of using Paragraph, you could choose Tab or Comma, but there might be a tab or
03:42comma in there somewhere, so don't want to take a chance.
03:45I'm simply going to select that paragraph and replace it with some character that I'm
03:50sure does not show up anywhere and you can pick pretty much anything.
03:53I'll just going to use a square bracket here.
03:55You can use a curly bracket or some special character, it doesn't really matter, just
03:59something that you know does not show up in this paragraph.
04:02Click OK and it turns it into a single- celled table, two paragraphs in the same cell.
04:10In this case, I'm going to leave that cell stroked and not filled because I want to show
04:13you one more trick down here.
04:15I want to put a special effect next of this paragraph. I select it,
04:21I do the old routine of converting it into a single-cell table.
04:26Instead of having it colored behind or stroked all way around, I want a stroke just on the
04:31left side of this.
04:34So to do that, I click inside, press the Escape key, come up here and I'm going to turn off
04:39the Stroke on all four sides, and I'm going to turn it on.
04:44If you just click on those lines to control which ones you're affecting, and I don't want this
04:49next thing to affect all those lines, I only wanted to affect the left line.
04:53I'm going to do a nice thick stroke right along that left edge.
04:58So now I have a stroke along the left edge, but the text is bumping up against it.
05:04That's okay, I can click inside the cell, go back to the Table menu and choose Cell Options > Text.
05:11Here I'm going to unlock this little chain icon button there so I can change the cell
05:16inset separately, and I'm going to set the left inset larger, maybe 1 pica.
05:23That way, it moves it a little bit farther away from that line.
05:27Let's go ahead and jump back to fit spread in window with the Command+Option+0 or Ctrl+Alt+0
05:32and press the W key to go into Preview Mode and you can see the effects that we've created.
05:37First, a single paragraph that has a colored box behind it; second, we did two paragraphs
05:44that have a stroke around them; and third, we have a single paragraph that has a line
05:49that can expand or contract depending on how much text is in that paragraph.
05:55Single-celled tables like these are proof that sometimes when you're trying to achieve
05:58a particular effect in InDesign, you need to think outside the box.
06:02
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044 Formatting fractions correctly
00:00Nobody likes dealing with fractions in text but typesetting fractions doesn't have to be a pain.
00:06I created a plug-in, part of my Blatner Tools Suite, that automates formatting fractions.
00:11But I am just going to show you how you can do it manually in InDesign using the tools
00:15you already have.
00:17The key to making fractions easy in InDesign is having the right font.
00:21Some fonts have fractions built right into them, so it's easy to swap out a fake fraction for a real one.
00:27I am going to double-click on this to switch to the Type tool and then I can select that
00:31fraction and I can see that this font is Chaparral Pro.
00:35Chaparral Pro is one of Adobe's Pro OpenType fonts, which has lots of fraction functionality built into it.
00:43So to turn this fake fraction into a real fraction, I will go to the right side of the
00:47Control Panel, all the way over here to the Control Panel menu, choose the OpenType submenu,
00:54and then choose Fractions.
00:56That's all it takes and it looks much better.
00:59So this is great.
01:01Really easy, unless you happen to have about 500 of these fonts throughout your document,
01:05you would not want to choose that menu 500 times.
01:08So let me show you a trick to how you can turn these fractions into good looking fractions really quickly.
01:13Let me undo this with a Command+Z or Ctrl+Z on Windows, and instead, I am going to go
01:18to the Paragraph Styles panel, double-click on the Paragraph Style and I am going to build
01:23a GREP Style into this paragraph style.
01:27GREP Style is not that hard, it's not going to hurt, and here is how it woks.
01:32First, I am going to click on New GREP Style.
01:35That creates a new rule.
01:37Now the basic idea of GREP Styles is that it's going to search for a particular pattern
01:41and text, and the pattern we're looking for is a fraction, something that looks like a
01:45fraction, and it's going to apply a character style to whatever it finds.
01:50What character style do you want it to apply? Well that's what we choose right here.
01:54I will click on None and I will choose a character style from this pop-up menu.
01:58We don't have a fraction style yet, so I will choose New Character Style and I am going
02:02to call it fraction.
02:05All this character style is going to do is apply the OpenType feature called Fractions,
02:10just like pulling it out of that OpenType menu.
02:13I will click OK and now we need to type the GREP code for finding a fraction.
02:18Here is how it works.
02:20Click on this code down here to highlight it and then type this code, \d+, it actually
02:27already typed that for me, followed by a slash and then do the same thing again; \d+, just simple as that.
02:35That code really means find one or more digits followed by a slash, followed by one or more digits.
02:41That wasn't that hard, was it, because that's exactly what we're looking for; one or more
02:44digits, followed by a slash, followed by one or more digits.
02:48When I click OK, you will see that every fraction in this paragraph style gets turned into a real fraction.
02:56I see one problem here that's really bugging me, and that is, some of these fractions have
03:00spaces before them between the main number and the fraction.
03:04I am going to get really geeky here with GREP Styles to get rid of that space.
03:08I will go back to my GREP Style pane, I am going to create a new GREP Style and this
03:13GREP Style is going to apply a new character style called Disappear.
03:18I like using the disappear character style whenever I want something to disappear in
03:23my text, in this case, I want that space to go away.
03:26And in order to make the text disappear, I change the size to about 1 point, I change
03:31the color to None, so it really disappears no matter what it is, and I usually go in
03:35here and change the Horizontal Scale to maybe 1%.
03:39I am going to apply that Disappear style to anything that is a space, of course it can't
03:44just be any space, because all my spaces would disappear.
03:47I want it to be a space, so I just removed that code there and I just typed a space,
03:53and it only has to be a space that's followed by a fraction.
03:57Here's how we do that.
03:58I am going to go out to my @ sign pop-up menu, I am going to scroll down here to Match, and
04:04then I am going to choose Positive Lookahead.
04:07Again, that sounds scary, but all it really means is, look for a space that's followed by something.
04:14It needs to come after that equal.
04:16What is it looking for? Well, I need to specify a fraction, right? So I am going to grab that
04:20text up here, copy it, come down here, and paste it, and now I am done.
04:26It's going to apply the Disappear character style to every space that's followed by a fraction.
04:32Let's try it out.
04:32I will click out here to make it take effect, I will click OK and we can see that all those
04:38spaces disappeared before the fraction.
04:41Of course, this space disappeared as well, so I think I made a little mistake there,
04:45I better fix that.
04:46Let's go back and say this is going to be a edit to the GREP Style.
04:52I need to change this, so it's a space that's followed by a fraction and comes after a number.
04:59So I better go in here and say this is going to be a Match > Positive Lookbehind, so look
05:05behind a space, and it has to be a number which is that \d, let's try that.
05:11Click OK, ah! Now that's much better.
05:14If the space comes after a number and is followed by a fraction, the space disappears, but,
05:19if it's just a number, a fraction with outer number before it, the space stays.
05:24Now as I said earlier, some fonts have fractions built in and some fonts don't.
05:29So what happens if I have to change my font? I will change this section blurb paragraph
05:33style to something else like Times, and all of a sudden, we'll see that this doesn't have
05:38fractions built into it.
05:40Now we're going to have to build those fractions manually in this kind of font.
05:45I am going to show you a way using character styles so it's repeatable and easy.
05:49I am going to create one character style for my numerator and a different character style
05:53for the denominator.
05:54Let's start with a numerator.
05:56First, I am going to create a character style by Option or Alt+Clicking on this button and
06:01I am going to say this is my numerator.
06:05I could change the size of this manually, but instead, I prefer to change it based on
06:10the horizontal and vertical scale.
06:12That's because as the text around it gets bigger or smaller, the fraction will get bigger
06:17or smaller too because it's all based on the scale.
06:20I usually like my fractions a little bit wider than they are tall.
06:24So I will set this to a Horizontal Scale of 70 and a Vertical of 60, but it's completely up to you.
06:30Use your judgment based on what font you're using.
06:32I will set this Baseline Shift of let's say 4.
06:37I also like giving the numerator and the denominator a stroke, just a little stroke.
06:41In fact, I am going to set this to black and just a tenth of a point here, just to give
06:46it a little bit of weight.
06:47That way it will match the text around it a little bit better.
06:50I will click OK and then apply that to the text.
06:54Now we'll do the denominator.
06:56I will select the 2, create a new style, I am going to base this on the numerator, but
07:03I am going to call it denominator.
07:07This is going to be slightly different because of course it will not have a baseline shift.
07:12There we go! I have set the numerator and the denominator and I've applied it to the text.
07:16Now I need to change this middle character from a regular slash to a true fraction bar.
07:22Let me zoom in here so we can really see what's going on.
07:24I am going to press Command+4, or Ctrl+4 on Windows to go to 400% and I am going to type
07:29Option+Shift+1 or Alt+Shift+1 on Windows to get a fraction slash, not the regular slash.
07:36Now that took a lot of work, creating those character styles and applying it to one fraction
07:41but the good news is, once I have them, it's easy to apply those using GREP Styles or manually,
07:46simply by selecting the text and applying the character style.
07:49There is my numerator, there is my denominator, and there is my fraction bar.
07:54Now if you have to use these non-OpenType fonts, or fonts that don't have fractions
07:59built into them and you have a lot of fractions, I really would recommend using Blatner Tools
08:04at blatnertools.com.
08:05But for most people, if you don't have too many fractions, these manual techniques will
08:10really be all you need.
08:11
Collapse this transcript
045 Fixing unwanted hyperlinks in an imported Word file
00:00So it's a normal day here in Anne-Marie land, I am working on a project for a client.
00:05They have sent me their Word file which I have on my Desktop.
00:08So I will go to File > Place and grab it and I will turn on Show Import Options because
00:16I want to make sure that I want to bring in the styles, because this was written by somebody
00:20that I trust and they know how to do styles right.
00:23So I click and place it and aah! What is this horrible blue stuff? When I zoom in, I can
00:29see that these are actually links.
00:32I get this request from people all the time.
00:36How can I prevent InDesign from importing all of these links in Word files? And that's
00:42from the people who know what they're doing.
00:44People who are new to InDesign are like, why is some of my text blue?
00:49And that's because when you bring in a Word file with styles, it also brings in any of the hyperlinks.
00:56And Word, by default, will convert any kind of URL that you enter into a hyperlink on
01:01the fly, same thing for email address, it's a feature, not a bug, and very few Word users
01:07know how to turn that off.
01:08I will show you how to turn that off, so you can tell your Word using colleagues in a little bit.
01:12But first, let's say that you've already placed it into InDesign.
01:16How do you quickly get rid of these hyperlinks?
01:17There are actually two things you need to do.
01:20You need to get rid of the hyperlink and then you need to get rid of the styling because
01:25whenever Word automatically creates a hyperlink, it also creates a character style for that hyperlink.
01:31So if I click inside here, now the Word list, don't worry about that.
01:34It's just a hyperlink cell that we need to get rid of.
01:36The Word list is actually this bulleted list down here.
01:41But getting rid of the style is not going to help until we actually get rid of the link.
01:44So let's do that.
01:46All hyperlinks are listed in the Hyperlinks panel in InDesign.
01:50Go to the Window menu, down to Interactive, and choose Hyperlinks.
01:55If you click on a hyperlink, it will become highlighted in the Hyperlinks panel.
02:00See that's the Mail To link.
02:04Here's one that the savvy Word user actually selected text and turn into a hyperlink.
02:08So they did this on purpose.
02:10By clicking it, you can see that they are linking to a blog post.
02:14They don't come in as named hyperlinks, ones coming in from Word all just come in with
02:18the name Hyperlink or Hyperlink 1, 2, 3 and so on.
02:21So if you've already created your own hyperlinks, in the document, those will be listed along
02:27with this and you should be able to easily tell the Word ones from your own because the
02:31Word ones have this generic name.
02:33To get rid of a hyperlink, just select it and then press the Delete key.
02:37All it does is it gets rid of the hyperlinkedness, it doesn't really get rid of the text.
02:41So I click Yes and it's no longer a hyperlink.
02:44In fact, let's click here mrankin, his email address, delete the hyperlink and now it's
02:51no longer a hyperlink, nothing gets highlighted but the formatting remains, that character
02:56style that I showed you.
02:57We will get rid of that in a minute.
02:59If you know that all these hyperlinks are from Word, you can Shift+Click all of them,
03:04here just the two that are left, and get rid of them all at once.
03:08So now the hyperlinks are gone, now we need to get rid of that character style.
03:14So just find the character style called Hyperlink, choose Delete Style, and then replace it with None.
03:21You don't want to retain that formatting.
03:23So we will turn off Preserve Formatting. There you go!
03:27There's one little surprise that the hyperlinks left for you that you should probably delete as well.
03:32If you go to the Swatches panel, you will see at the very bottom it brought in this
03:35Word RGB blue color, which is what it used in that character style definition.
03:41So you might want to select that and delete that swatch as well, so you don't use it by accident.
03:45Now let's jump over to Microsoft Word where I have this document open.
03:48Now I am using the Mac version of Word, but this will work in Mac or PC versions.
03:53Now before I get rid of the hyperlinks though, I want to show you how they came to be.
03:58So if I just click here in the text and I start typing a URL like lynda.com,
04:03as soon as I type a space, it turns into a hyperlink, and you can see it when I
04:08hover over there.
04:10So it is a feature not a bug, so don't blame your Word using colleagues too much, because
04:14it's really hard to turn off and a lot of people don't even realize it can be turned off.
04:18But if you go to the Tools menu, down to AutoCorrect and this also available in Preferences,
04:24in both Mac and PC, it's under the Tools menu.
04:26Go to AutoCorrect, and in AutoFormat as You Type, you want to turn off replace as you
04:33type Internet and network paths with hyperlinks, and then click OK and now I can type lynda.com,
04:41http://lynda.com, space, and it just stays as regular text.
04:48So turning off that Tools preference, that AutoCorrect as You Type doesn't fix existing
04:53hyperlinks, but from now on, it fixes them.
04:56And you can make that change as an application default in Word as well so that they are not
05:00constantly creating hyperlinks when they don't really want them there.
05:04You can still swipe over an existing URL, right-click, and add a hyperlink if you wanted
05:10to, just entering the URL right up here, but it won't do it automatically.
05:15And then to quickly get rid of all the hyperlinks in a Word file before you even bring it into
05:19InDesign, this is what I usually do, just go to the Edit menu, choose Select All and
05:25then press Command+6 on the Macintosh or Ctrl+6 on a PC.
05:32Boom! Clears out all the hyperlink stuff, let's save this, and in a new document, I will
05:40place that same file, same settings, and there's no horrible blueness.
05:47So that's how you clear up hyperlinks that come from Microsoft Word files, both from within
05:52InDesign and in Word before that ever sees the light of day in InDesign.
05:57
Collapse this transcript
046 Inline graphic tricks with invisible paragraphs
00:00Here's a cool trick that can come in handy in lots of different situations, but
00:05most recently I found it comes in very handy when I'm working with EPUBs, and
00:10that is, how to get a graphic, like this picture of David, to appear in the text
00:17flow, like this little mini-bio of him, when I export to EPUB, without me
00:22actually having to make it float in between these two paragraphs.
00:26In the words, I don't want to mess up my print design, but when I export it to
00:30EPUB, I want it to look like how I want it to look in the EPUB.
00:34So if we just take this example how it looks right now, it's just a picture of
00:39David on the left and the text on the right, and we export this to EPUB by going
00:44to File > Export, on the Desktop, invisible.epub, choose EPUB.
00:50We are going to accept all the existing defaults and I'm replacing the existing
00:56invisible.epub that was there before.
00:58Let me just accept these defaults, Image, Contents, click OK, see what it looks like.
01:04So you see, the picture appears at the top because we are exporting by a
01:08layout order, so the first thing in the layout, reading left to right, is a
01:11picture and then David, but actually I want his picture to be in between
01:16these two paragraphs.
01:17I don't want it to be at the top, I want it to be right over here in between
01:20these two paragraphs.
01:21Now what I could do is make an empty carriage return and paste it in here as an inline
01:27graphic, but that would mean that I'm completely messing up my print document.
01:31This is going to overset, you know because it's got this big honking picture in
01:35the middle of it, and so on.
01:37So let's try another method which might be anchoring the graphic within the
01:41text. So if I just drag this little anchor graphic icon or if I was using an
01:46earlier version of InDesign, I would cut and paste it, and then set up as a
01:50custom anchored graphic so it stayed there.
01:52Now when I export EPUB, replacing the existing one, almost but not quite.
01:58I mean it is in between the two paragraphs, but it's pushing the first line over.
02:02That's not quite what I want, and if I had done the same thing as the last
02:06character of the previous paragraph, then it would have changed the leading of
02:10this paragraph because this picture would have been inline and pushed this text
02:13up. So that's not what we want either.
02:15What we really want is we want his picture to be by itself in a paragraph,
02:19in between these two paragraphs, but we don't want to have to add an extra empty return here.
02:24So how's that done?
02:25With the incredible, invisible paragraph. So let's start again, and take this,
02:29I am going to cut it and paste it so that it's no longer anchored.
02:33We are going to temporarily add a carriage return in between these two paragraphs.
02:39Then what we do is we are going to make this almost invisible.
02:44All you need to do is re-size that carriage return to the smallest possible size
02:50that InDesign can handle, which is .1 of a point.
02:57There is actually a paragraph return there.
02:59It's kind of hard to see. If we look at it in Edit > Edit in Story Editor, you
03:05can see it clear as day.
03:07So that might help you.
03:08What I usually do is--I am going to undo this.
03:11I'm going to go ahead in and anchor it to this carriage return. Let's drag and
03:17drop it right there, then I'm going to select the carriage return and then make it small.
03:23And actually I did it the smart way-- is I created a paragraph style called
03:26image and we look at the settings for image, you can see that the Size is .1
03:34and the Leading is 0.
03:38So let's apply that.
03:40So he jumped up but that was only because that's where he was before we actually
03:44inserted that return.
03:45So I guess it's .1 of a paragraph in here.
03:49I suppose it could be detectable to a surgeon's eyes, but to most people reading
03:53this, you can't see that there is actually another paragraph in between here.
03:56In other words, we were able to do this without messing around with our print layout.
04:00Let's export this to EPUB and there it is.
04:08He is sitting there in between the two paragraphs exactly how I wanted him and I
04:13was able to do that without messing up my print layout.
04:16The incredible, invisible paragraph; very handy in all sorts of situations.
Collapse this transcript
047 Ensuring the first line of every chapter starts in the same spot
00:00Here's a chapter opener for this book.
00:02You can see that there's a chapter number, the title, and the first line starts right here.
00:08Now I am going to jump forward a couple of spreads by pressing Option+Page Down
00:12or Alt+Page Down, and we can see the second chapter starts here.
00:15There is a chapter number, the title, and the first line of the first
00:18paragraph starts down here.
00:21There it's not the same as here, they have actually moved. Why?
00:25Because this chapter title has two lines instead of one.
00:28Now that might not bother you, but many designers want the first line of every
00:33chapter to show up at exactly the same place vertically on the page.
00:37Now you could accomplish that by creating two or more text frames on the page I
00:41suppose, but that might cause problems later if the text reflows.
00:45So instead, I am going to show you trick that I learned from Rufus Deuchler,
00:49good friend and colleague.
00:50He is now at Adobe as one of their Senior Evangelists.
00:53And this is a great use of the lock to baseline grid feature.
00:58Here's how it works.
00:59Normally, the baseline grid takes up the entire column but what we're going to
01:03do is start the baseline grid exactly where we want it to show up on the page.
01:08To do that, I am going to open the Preferences dialog box by pressing
01:12Command+K or Ctrl+K on Windows. I am going to jump to the Grids pane of the
01:17Preferences dialog box, and I'm going to tell the baseline grid to start 24
01:22picas down on the page.
01:23I actually don't care what the increment is for this particular trick, but
01:27normally you'd want increment to match the leading on the page.
01:31But like I said, in this case I am going to leave it to set to 18.
01:34Click OK, and now I need to tell InDesign to start this first line at
01:39that baseline grid.
01:41Because I've used paragraph styles throughout this document, it's really easy.
01:44I simply open the Paragraph Styles panel, I will double-click on this to place
01:48the cursor inside that paragraph, and that highlights it in the Paragraph Styles
01:53panel, just a quick way for me to figure out what style I was using on that
01:57paragraph, and I can see this body first.
01:59So I will all double-click on that, I'll jump over to the Indents and
02:03Spacing pane, and I'm going to say Align to Grid should be set to not All
02:07Lines but First Line Only.
02:10That is, the first line of this paragraph is going to be aligned to the grid and
02:15the grid starts at 24 picas down, right?
02:19Click OK, so I know that that first line is going to be exactly 24 picas down
02:24from the top of the page.
02:26Now when I go back to that chapter 1, I can see that it too is at 24 picas down.
02:31In fact, let me switch back to the Selection tool and pull down a Ruler Guide
02:35and I am going to drop it down right to 24 picas, and we can see that it aligns
02:40right up at the baseline.
02:42Now no matter how many lines there are in the title, it'll still line up in the right place.
02:48So here, as I add a few words, you can see that the first paragraph starts at
02:52exactly the same place.
02:53I have to admit that I don't usually like using the lock to baseline grid
02:57feature, but it can certainly be really helpful in situations like this one.
Collapse this transcript
048 Specifying an exact amount of space between objects
00:00InDesign offers incredible precision when it comes to placing objects on your
00:04page, but there's one aspect of a layout that is still a pain.
00:07It's hard to position one object in exact distance away from another one.
00:12I know that sounds crazy, but it's true.
00:13Fortunately, there are a couple ways to do it.
00:16I'm going to show you two.
00:18The first is using math. That's right.
00:20We're going to do math in InDesign.
00:22It's not too hard, don't worry.
00:23I'm going to zoom in here so we can see this a little bit better and I want to
00:28put exactly 1 centimeter of space between these two objects; that text frame
00:31and this graphic frame.
00:33To do that, I'm first going to select the text frame, go up to the Control
00:37panel, and set the reference point to be any of these points along the bottom
00:41part of the Reference Point Icon.
00:44When I do that, the Y value in the Control panel reflects the bottom of that
00:49text frame, where that bottom is.
00:51So I can select that value and copy it to the clipboard.
00:54Now I'm going to move this graphic frame up by first selecting it, going back
00:59to the Control panel, and choosing any of the top points in that Reference Point Icon.
01:04I choose one of the top points, because I want to tell InDesign where the top of
01:07that frame should be.
01:09I want it to be not this crazy value in the Y field here. I'm going to delete that.
01:14Instead, I want it to be wherever the bottom of this text frame is, which is
01:17whatever is on the clipboard, right?
01:19So I press Command+V or Ctrl+V on Windows.
01:22That pastes in the value that I just took out for the other one, and then I'm going to say +1cm.
01:29I'm doing math inside the field there.
01:31When I hit Return or Enter, it does the math for me and figures out that this
01:35should be exactly this position in order for there to be 1 centimeter of space
01:39between these objects.
01:41So that's great, but if I had to do math every time I wanted to position two
01:45objects, I would just give up.
01:46So instead I'm going to show you a much easier way using the Align panel.
01:51To get the Align panel, I'll go to the Window menu, choose Object & Layout, and
01:56then choose Align, and move this over to the side so we can see it a bit better.
02:01Now I'm going to select the two objects that I'm trying to control;
02:05in this case, this text frame and this other graphic down here.
02:08Once again, I want to put 1 centimeter of space between them.
02:11Of course, it seems strange to use the Align panel in order to control space,
02:14but that is what we're going to do.
02:16We're not using any of the align features at top here or even this middle
02:20section, the Distribute Objects.
02:21We're going to be using the Distribute Spacing section.
02:24Now you might not have a Distribution Spacing section or you might not be seeing
02:28one on your copy of InDesign. That's okay.
02:31If you don't see it, choose Show Options from the panel flyout menu.
02:35Sometimes it's hidden, like that, but if you choose Show Options, it shows up.
02:39It's a great feature to have open.
02:41I don't know why Adobe sometimes hides it like that.
02:44To control the spacing, you have to turn on the Use Spacing check box and then
02:48you type in the value that you want.
02:50How much space you want between those objects?
02:52I want 1 centimeter, so I'll just type in 1 cm, and then finally, click on the
02:57Distribute vertical spacing here, and voila! It's done.
03:01We now have exactly 1 centimeter of space between the text frame and the graphic.
03:06The thing that's kind of cool about Distribute Spacing is you can use this
03:09over and over again.
03:11So for example, let's just grab this image and drag it down randomly down here.
03:15If I want to set this to be the same thing, 1 centimeter away from that, simply
03:18select that, and that, and click on the button one more time and it just snaps
03:22to 1 centimeter away.
03:24This controls the spacing between those objects.
03:27I'm going to pan down here to show you one other trick having to do with spacing.
03:33Sometimes you need to control not the spacing between two objects but the
03:36spacing between an object and the first baseline of a text frame.
03:40For example, in this catalog, my art director may have told me that I need a
03:45space between the bottom of this graphic and the first baseline and the first
03:49line of text here to be exactly 5 millimeters. Can I do that? Sure!
03:54I'm not going to use math and I'm not going to use the Align panel.
03:58I'm going to use a secret trick.
03:59First, I'm going to snap the text frame to the graphic frame, just drag it
04:03up until the top of the text frame is in exactly the same place as the
04:07bottom of the graphic frame.
04:08Then I'm going to go to the Object menu and choose Text Frame Options.
04:13I'll choose Baseline Options and this lets me choose the First Baseline Offset.
04:18First Baseline Offset is another way of saying, where do you want that first
04:22baseline, the first line of text, to be from the top of the text frame.
04:26Ordinarily, it's set to Ascent, but we're going to change it to Fixed.
04:30Fixed is great because we can specify exactly how far down from the top of the
04:34text frame we want that line to be.
04:37How far do we want it?
04:38Well, the art director said 5 millimeters, so I'll type that right into that
04:42field, press OK, so now we know that that first baseline is exactly 5
04:46millimeters from the top of the text frame and the top of the text frame is
04:50exactly lined up with the bottom of the graphic.
04:53So we've achieved the goal.
04:54The baseline is exactly where the art director wanted it.
04:56Of course, InDesign does have one tool in the Tool panel that seems like it
05:00should let you control the space between objects.
05:02It's called the Gap tool.
05:04Unfortunately, even though that lets you control the gap between objects,
05:08there's no way to set it to a specific distance.
05:10It's all just fuzzy, drag it until it looks right.
05:13I'm really hoping that Adobe is going to change that in some future version.
Collapse this transcript
049 Fixing last lines that are too short
00:00If you're a careful typesetter, one thing that really drives you buggy are
00:06runts, and runts are distinguished from widows and orphans because what they
00:11refer to is a short, final line in a paragraph.
00:15Well, I guess you'd call it a too short final line.
00:17Obviously, there's always going to be a short final line in a paragraph whether
00:21it's fully justified like this or left-justified.
00:23This--it really depends on your taste and your house style, but that this might
00:29be considered too short.
00:30Even though it's two words, it's very short;
00:32two small words, or even a single full word that is the last bit as often
00:39considered a runt by some people.
00:40And this is almost always considered a runt which is a hyphenated, like a half
00:45of a word, as the last line of a paragraph. All right!
00:49So that's what we mean by runts.
00:51Widows and orphans are like the one single entire line of a paragraph that falls
00:55by itself at the bottom or the top of a column.
00:58So what are some ways that we can use to stop the runts to prevent them?
01:03Let me show you a couple of manual ways and then also a really cool automated
01:07way that you can use.
01:09So the manual ways I think most people use are to select two or three words at
01:14the end of a paragraph and to apply the No Break style to that selection.
01:20No Break prevents the selection from breaking.
01:23And because InDesign uses the Paragraph Composer as the default typesetting
01:28engine, it's going to recast the entire paragraph in order to keep my
01:34selection together.
01:35It might re-break some lines above or below.
01:38We don't know if this is going to bring it up or down.
01:41It's really up to the paragraph composer.
01:43So it's a much better way than actually kerning this text in, which you might be wanting to do.
01:48Don't ever do that. Instead just select it and choose No Break.
01:51So No Break is available from under the Control panel menu, on the right choose No Break;
01:56or if you have the Character panel open for some bizarre reason, it
02:00appears there as well. All right,
02:01so it recasts the entire paragraph so that the lines don't look too spaced-in or
02:06spaced-out, but these three words were brought up to the previous line. Let me undo.
02:12A faster way to locate the No Break command, because this is kind of a pain,
02:18always going up here, is by pressing Command+Return or Ctrl+Enter on a PC
02:24keyboard, which opens up Quick Apply.
02:27In Quick Apply, you can just type the words no break, like n-o, and here it's
02:32already coming up because I've created a character style called no break.
02:35If I continue typing you see that it comes up as the menu command, No Break.
02:39So it's a faster way often to just use the keyboard to apply the No Break
02:44command rather than having to mouse over to the Control panel. I'm going to undo.
02:49And so you saw that I've already created a character style called no break.
02:53If I edit this style, you'll see that the only thing it does is apply the No
02:58Break command to the selection.
03:00So I don't have to worry about it changing the font size or the leading or the
03:04color or the typeface of the selection.
03:06All it does is apply No Break.
03:08And that's often a better way to do this because it's easy to find.
03:11You can search for this character style.
03:13Now this problem over here, I would actually--instead of selecting this and
03:19saying No Break because I don't want it to hyphenate, the problem here is that
03:22somebody accidentally messed up the paragraph style.
03:25Let me go to the Paragraph Style panel and edit the body style, or actually, I
03:32don't want to edit the entire style;
03:33I just want to edit it for this one paragraph.
03:36I'm going to come up over here and come down to hyphenation.
03:39For this one paragraph somebody--okay, it was me, just to show you, left
03:44Hyphenate Last Word enabled.
03:45I believe that InDesign added this feature in CS4, or could have been CS5, and
03:51they had turned on by default so that if there was a last long word, it would
03:56go ahead and hyphenate and seriously, nobody likes to see this because it's
03:59just jarring to see.
04:00So you should turn this off so that the last word will never hyphenate in a paragraph.
04:05And you might also want to turn off Hyphenate Capitalized Words which was turned
04:09on for this paragraph as well.
04:11You never have to worry about the last line looking too spaced-out or too
04:15tight because remember, the paragraph composer will always recast the
04:19paragraph to make sure that the white space in between the words is equalized
04:23throughout the entire paragraph.
04:24I love that about InDesign. All right,
04:26So that was one way by applying No Break.
04:29Another way is to use the Nonbreaking Space.
04:33So here in this paragraph, I can actually--it might be a little easier in the
04:38Story Editor to select this. I'm going to go up to the Story Editor, and the
04:43space in between rapidly and up to, I could select that space and then replace
04:49it with a Nonbreaking Space, and then it brought up the word up and so I'd have
04:57the same thing and add that Nonbreaking Space between the last two words.
05:02And then as soon as I close this, then you see it's fixed, and this is the
05:06hidden character for a Nonbreaking Space.
05:08Some people prefer this way, because if you use the no break character style or
05:13No Break command as local formatting, you can't see it.
05:17You can't tell that that's the reason that these words are falling where they
05:21are unless you add like a yellow highlight to your character style for no break
05:25and then remove that at the end.
05:26There are all sorts of tricks.
05:28So a lot of people prefer to just add this kind of thing.
05:31And there are a couple scripts out there that will automatically search for the
05:35last couple words in your paragraphs and replace the spaces between them with
05:39this Nonbreaking Space.
05:40And I'm going to undo because I want to show you another way, an automated way.
05:44Okay, so that's two ways: manually apply No Break or add Nonbreaking Spaces in
05:50between the last two or three words.
05:52The last way that I want to show you is with a GREP style.
05:55So I'm going to edit my body style.
05:57That's what these paragraphs are all using.
05:59And I've already entered the GREP style here but it's not in effect yet because
06:03I preceded it with this asterisk.
06:05This is a little trick for people who are into GREP styles that you can add a
06:09GREP style but not have it work by simply preceding it with an Asterisk.
06:13It's sort of like commenting it out.
06:16So if I remove the asterisk, let me tell you what this does before I click in
06:21the gray area to make it go into effect.
06:23It's going to apply my character style called no break to text that fits this pattern.
06:29What the heck is this pattern?
06:31It's not looking for number 10.
06:33What it's looking for is the end of the paragraph;
06:35that's what that symbol means, the dollar bill sign, it's looking for a
06:39location, the end of the paragraph.
06:41The ten characters preceding the end of the paragraph, it's going to apply the
06:45no break style to it.
06:47So if I click in the gray area, you can see that it immediately fixed both
06:51of these instances.
06:52Let me click OK and show you.
06:55Because the word Mission with the period was fewer than ten characters, it went
06:59ahead and applied no break to all that.
07:02In fact, if you open up Character Styles and click here, you can see down here
07:06that as part of the paragraph style, it has applied this GREP style of no break
07:11to this character, this character, this character, all the way up to until we
07:15get ten spaces out, and then there's nothing counted here.
07:18So Periods and spaces and punctuation are all counted as part of that ten.
07:23The same thing for down here.
07:24So it got up to ten and then the word just hyphenated, which is perfectly fine.
07:28Now perhaps ten is too much or too little for you. You can always go to that
07:32paragraph style and edit it and say, it's okay if there are--let's make this 7
07:40and see what happens.
07:41So here Mission stayed by itself because it is more than seven characters, but
07:47up to became--got the previous word hyphenated, so that you'd have more than
07:51seven characters in the last line. So there you go!
07:54Just use period, open curly bracket, the number of characters, close curly
07:58bracket, and the dollar bill sign.
08:00And if you want to play around with this without having it go into effect, use
08:04my trick of adding an asterisk as the very first character and now we have the
08:08GREP style saved but it's not actually in effect yet.
08:11So three ways to stop the runts and make your type look much better.
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050 Creating web graphics from your InDesign artwork
00:00InDesign has a lot of wonderful features, but you know what feature it's missing and
00:05I really wish it had? Where is the Save for Web? There's no Save for Web.
00:09Haven't you ever created a document in InDesign and you wanted to export a piece of it out
00:14for the web? Of course you have.
00:16Anyway, there are other ways to skin this cat and that's what this video is about.
00:20Let's say we're working on a spread about the Golden Gate Bridge and we need to get
00:26this sidebar--I'm going to select it and zoom in so we can take a look.
00:29We need to get this out for our web site.
00:32How can we do that?
00:33Well, one way, the simplest way is you can take a screenshot of it.
00:37So I'm going to deselect to make sure it's not selected, deselect, and I'll switch to
00:41Preview mode right here, Preview.
00:44So you want to get it clean.
00:45You don't want any non-printing character showing or guidelines or anything like that
00:50because we're going to take a screenshot, and what you see is what you get with a screenshot.
00:54And depending on your operating system, you're going to use a different key to get a screenshot.
00:59I'm on a Macintosh and I can press Command+Shift+3 to take the screenshot of the entire screen,
01:05but if I press Command+Shift+4, then I get little a crosshairs, and this is a lot easier
01:10for me because then I can just surround this graphic with the crosshairs.
01:14So let's go ahead and do that.
01:16Everything within this shaded area will be exported and that's it.
01:20You don't get a lot of feedback unfortunately.
01:23It's saved to the Desktop by default.
01:24It has a dumb name showing the date and the time, so I could always rename it to sidebar.
01:30It saves it as a PNG file by default, and I think back in Leopard or maybe it was Tiger,
01:35it saved these as PDFs.
01:38Actually I use a program called ScreenSnapz that lets me save the graphic in a different format.
01:45So if you are doing a lot of screenshots, because you're trying to create web graphics
01:49out of InDesign, then you should probably invest in a dedicated screen capture program
01:54for your OS, for your operating system.
01:56So this is a PNG file which is perfectly fine, and if I jump over to Firefox and we open
02:03that up, there it is.
02:05There is my web graphic and then I can just send this on to my web developer or use it
02:10in my web site and just drop it right in there, sidebar.png.
02:13But there are other ways to get web graphics out of InDesign that give you a bit more control.
02:18For example, let me zoom out a little bit and we'll go back to Normal view. I'm going
02:25to hide the Baseline Grid, because it's bugging me.
02:27You can select anything.
02:28It can be one item or multiple items.
02:31Here we're just selecting this, and you can export it to JPEG; JPEG is another web graphic format.
02:36So I've got this selected, I go to File > Export, choose JPEG, save it on the Desktop.
02:42I'll call it sidebar-exp to jpg.
02:48Now it doesn't automatically make a JPEG.
02:50You get this wonderful dialog box first where you can say that you want to export the selection.
02:54That's what it's assuming, so you have to have the right selection first.
02:57You could, if you do have anything selected, you could export pages to JPEG if you wanted to.
03:02You can set the Quality of the JPEG, so I probably would like High or Maximum because
03:08there is some small type in there.
03:09You can set the Resolution, so let's say 72 because we like 72 PPI images.
03:15And the Color Space, RGB, CMYK.
03:18For the web, you just want RGB.
03:20Everything else you can remain the same.
03:21So we're exporting it out. That's it.
03:24So exporting just exports a copy of what you have selected.
03:28If you want to see what it looks like, jump over to your browser, I'm going to create
03:31another tab here, and then go to your browser's File Open menu and open it up.
03:37So here it is at 72.
03:40You notice it's smaller than this one, and that's because the screenshot software that
03:45my Mac uses, uses a higher resolution.
03:48If you take this JPEG at a higher resolution, then it'll be larger because you'll have more pixels.
03:55So let's try that.
03:56We're going to export this back out to JPEG; only this time we'll do it at a higher resolution, let's say 300.
04:04So here we're going to choose 300 PPI JPEG.
04:08Export it and then let's try this again.
04:11Open it up our 300 guy.
04:13There we go! That's really big.
04:15Papa bear, baby bear, and mamma bear! So you can change the resolution in that JPEG dialog box in InDesign.
04:23All right, let me show you another way that you can get this graphic out as an image.
04:28Now this is only possible in CS5.5,
04:30and it's because of the wonderful new Object Export Options dialog box.
04:37So you make a selection; it doesn't have to be a picture, it could be anything.
04:40It can be a text frame if you wanted, but here we have a text frame in front of a background
04:46frame, so we have it selected and then we go to Object > Object Export Options and we're
04:51going to turn on Custom Rasterization.
04:53Here you choose not just JPEG but you could also make it into a GIF or a PNG file if you wanted to.
05:00And a PNG file has the full range of colors just like a JPEG file, but it can also show
05:06transparency if you wanted to.
05:07So that's kind of like the file format of the future.
05:10But yeah, let's go ahead and choose PNG for this image.
05:13Here you can set the resolution.
05:14Now you can't enter your own resolution like we could before in the export to JPEG, but
05:18you can choose one of these.
05:20I think 150 is perfectly fine.
05:22So this will export as a graphic if we export to EPUB or HTML.
05:26All right, you can do the same thing say with this text frame.
05:30If you wanted to export this text frame or maybe say this little decoration up here,
05:35let me Command+Shift+Click to release it from the master page, this can also be exported
05:39instead of this text as a graphic.
05:41So you just select it and then go to Object > Object Export Options and turn on Custom Rasterization.
05:49Now notice that you'll only see the graphic if you export it as EPUB or HTML.
05:54The problem with exporting as EPUB is that there is no option to export just the selection.
06:00So you'd have to export this entire stupid thing as an EPUB and then root through the
06:04images folder after you expand it and find this graphic.
06:07So instead, the method to our madness is now we're going to export this as a selection to HTML.
06:13So we go to File > Export, we choose HTML from the dropdown menu, and it's already sidebar-exp to html.html.
06:22That's fine, so we know which one it is,
06:26and here is the key is that we want to export just the selection, not the entire document.
06:31Under the Image section, make sure that this is disabled, which is the default, to Ignore
06:37Object Export Settings.
06:39You want it to--and it's kind of a backwards setting.
06:42You want it to obey the Object Export Settings which means leave this unchecked and now we'll
06:46just say OK, and it automatically opened in whatever program opens up HTML files and there
06:52is our graphic inside there.
06:54If I go to the Finder where it made this folder, here is the folder containing the images that
07:00go inside the web page.
07:02So there's the web page and then it has the images folder and there's our JPEG.
07:07So even though Adobe has not yet added Save for Web to InDesign, now you know of a bunch
07:13of ways to get your graphics or your text frames exported out in web-ready formats.
07:20
Collapse this transcript
051 Using “No Language” to suppress unwanted hyphenation, spell-checking, and smart quotes
00:01I love that InDesign has sophisticated hyphenation algorithms built-in.
00:05I love that it can automatically convert dumb straight quotes to smart curly ones.
00:09I love all of those cool built-in text features except that sometimes I really wish I could
00:14just turn them off for a moment.
00:16For example, in this document I have a URL and it's hyphenating.
00:21I don't want a hyphen in there.
00:23Then somebody reading this might think that the hyphen is actually a part of the URL.
00:26That's a disaster.
00:27Got to get rid of that.
00:29Also down here, just for the sake of this demo, I've inserted some HTML code, and I
00:34need to put quote marks in here.
00:36But as soon as I type a quote mark, it changes to a curly quote.
00:39That's a disaster and it has to be a straight quote.
00:42Let me delete that.
00:43So I really wish I could get InDesign to just stop for a minute.
00:47Don't hyphenate, don't do the curly quotes, don't even spell-check.
00:50Can I do that? I can, and the trick is to set up a language that won't do any of those things.
00:57I'm going to do it as a character style because I'm going to be applying that same character
01:01style to various pieces of text in my document.
01:04So I'll open the Character Styles panel, I'll Option+Click or Alt+Click on the New Style
01:08button, that forces the dialog box to open, and I'm going to call this my don't do anything style.
01:14You can call it anything you want.
01:17You could call it URL if you want.
01:18That might make more sense.
01:19But the main thing this is going to do is it's going to change the language of that text.
01:25The language shows up in the Advanced Character Formats pane of this dialog box and we can
01:29see that there're all kinds of languages that we can choose from in here; Danish, Czech,
01:33Croatian, and so on.
01:35But in this case, I want to choose No Language.
01:38No Language is the key to this whole trick.
01:41No Language means don't spell-check, don't hyphenate, don't convert quotes, don't do
01:46any of that stuff. Let me show you.
01:48I'll click OK, I'll select this URL, and I'm going to click on my don't do anything style
01:53character style, and you can see that a couple things happen.
01:57First, it breaks appropriately only at spaces or periods or slashes just where I'd want it to break.
02:03It will not hyphenate at all, so that's great.
02:06Second, the spell-checking got turned off, so that Dynamic Spelling that I had turned
02:09on, this does not appear to be misspelled.
02:13That's not a big deal, but it does save me from the annoyance of looking at it and saying,
02:17is that misspelled or not.
02:18It's just a URL, not a big deal.
02:20So that's a good thing too.
02:21Now let's try it down here.
02:23I'm going to select this whole HTML section, turn on the character style, and immediately
02:28it stops saying that it's misspelled, which is one good thing,
02:31and then I'm going to come in here and type my quotes.
02:34You can see as I'm typing them, they show up as straight quotes, which is what I want,
02:39not the curly quotes.
02:41No Language is like an elegant little trick up your sleeve for those times when you just
02:45need to stop InDesign from being so dang helpful.
02:50
Collapse this transcript
052 Five things that should be in every new file
00:00Every new InDesign document you create should contain five things.
00:03Well, okay, maybe not every document you create; a shopping list, or a letter to your mom
00:08may not need all these things, but every real document you create, a book, magazine, brochure
00:13or something like that,
00:14you're going to need five things.
00:15And I'm not going to describe exactly how to make all of them in great detail. I'm not
00:19going to tell you what you should put in all of them.
00:21I'm just going to tell you exactly what I think that you should have in every document.
00:26First of all, layers.
00:28The default Layer 1 is just not enough.
00:30You need several layers to make this thing work.
00:33I'm going to Option+Click or Alt+Click and I'm going to create a layer called text.
00:36I'm going to do another one called graphics.
00:40Let's do another one, master page items.
00:43All my master page items like page numbers, and so on, are going to go on those.
00:46Let's do another one called background images, things like that, and I'm going to drag that
00:50to the bottom of course, it's background images.
00:52Now my Layer 1, I might want to change that to something else, like interactive documents,
00:57so let's double-click on that and say interactive elements, things like that.
01:01You want to have yourself a group of layers that you're going to be using throughout the
01:06creation of your document.
01:07Next thing you want is some paragraph styles.
01:09You don't want to use the basic paragraph.
01:12How many times do I need to tell people this? Don't use basic paragraph.
01:15You're going to get yourself in trouble.
01:17Create your own default styles.
01:19So let's go ahead and Option+ Click or Alt+Click on this.
01:21I'm going to create a new one called default para style, and you can call it anything you
01:26want, but I'll make it that, and you can set this up to whatever font you want and et cetera, et cetera.
01:32I'm just going to click OK and now while nothing is selected on my page, I'll click on that,
01:36and now that becomes the default paragraph style for all my new documents.
01:40I usually create a couple more paragraph styles, but you get the idea.
01:44Make some paragraph styles that you're going to work with in your document.
01:47Don't rely on basic for everything.
01:50Same thing with number three, character styles.
01:51We want some character styles and you don't want to rely on local formatting for everything
01:56like bold and italic.
01:57You want to make character styles.
01:59You'll be sorry if you don't.
02:00So Option+Click or Alt+Click on that, I'm going to make one of these called italic,
02:04and this would be a Basic Character Format which simply applies the italic style.
02:08That's all it does.
02:09Next, we'll do another one called bold and you get the idea.
02:12Do a few of these that you're going to be using for your document.
02:15There we go! We'll leave it set to that.
02:17You do not want to select one of these while no object is selected on your document,
02:21otherwise that character style will be applied to everything you create, and that would be a disaster.
02:26So make sure that while nothing is selected on your page, it's set to None here.
02:30Next thing, you want some object styles.
02:33Object Styles, same thing goes.
02:35Don't rely on basic for everything.
02:37Create your own graphic frame style, your own text frame style.
02:41You get the idea here.
02:42I'll just create a new one that I'm going to call my default text frame, and I will set
02:48this up however I want to set it up.
02:50For example, if you want it to always have a paper background, you can create a paper
02:54white background, et cetera, et cetera.
02:56And then while nothing is selected, just go ahead and drag this little icon down to your
03:01new style and now you have a default text frame which truly is the default for your text frames.
03:07Number five is master pages.
03:10Make sure you really take a moment to create some master pages for your document.
03:14Again, if it's just a single brochure or a single page, a flyer or something, you may
03:18not need master pages, but it's worth thinking about. Do I need to set up my master page?
03:23Or even more important, do I need to set up a series of two or three or more master pages for my document?
03:29For a book or a catalog, magazine, you're probably going to want more than one master page.
03:34And when you make your master pages, think seriously about whether your new master pages
03:38should be based on an already existing master page.
03:41So, for example, I'll hold down Ctrl+Alt on Windows or Command+Option on Mac and click
03:46on that, and that creates a new master page that enforces that dialog box to open, and
03:51then I can name it something.
03:53It's a really good idea to name it not just something like master, but name it like TOC,
03:58or a sidebar, or something descriptive so that you know what it is.
04:02And if this is going to be based on another master, make sure you apply that here in this pop-up menu.
04:07Now there's lots of other things you might want to add to your documents, bleed guides,
04:11slug guides, special custom color swatches, and so on. That's okay.
04:16You can apply those as you need them.
04:18But the last thing I really want to encourage you to add to your documents is notes.
04:23Leave yourself some notes.
04:24You can put them out here on the pasteboard if you want to, but just go ahead and leave
04:27yourself some notes, especially if somebody else is going to be using this document.
04:32You want to give them an idea of how to use the document, what kind of layers you've set
04:36up, what kind of dials you've set up.
04:38And so give them some notes and make them big if you need to.
04:44Of course, if you've taken the time to add all of the stuff once, you can reuse it over
04:48and over again by saving this out as a template.
04:51I'll go to the File menu, choose Save As, and I'm going to save this out to my Desktop as a template.
04:56I'll choose template from the Save as type pop-up menu here.
05:00I'm just going to call this My Template.indt.
05:03There we go! Click Save and now I can use this from now on and every time I open it,
05:08it will open up as a new untitled document.
05:11Now that you've added layers, paragraph styles, character styles, object styles, and one or
05:15more master pages, you are ready to start laying out your pages.
Collapse this transcript
053 Forcing EPUB page breaks with invisible objects
00:00One of the most vexing problems in creating EPUBs is forcing a page break from InDesign.
00:06Well, it's not vexing to force a page break.
00:09It's just, how do you get that page break to be honored in the EPUB?
00:13Here is a very simple test file that has one long story full of gibberish and you can tell
00:20what's going to happen when somebody added all these empty carriage returns to force
00:24section two to start at the next page.
00:27And if I export this to EPUB, File > Export, we'll just put on the Desktop, format EPUB,
00:35replacing the one that I have there now, we're just going to go ahead and accept the default
00:39settings for everything. Here's what happens. Nothing.
00:43Carriage runs are ignored, so are space runs.
00:47If we put it to small so we can see it side by side, what I want to see is the text starts
00:52here and then SECTION TWO in all caps starts at the top.
00:55You might be saying, okay, let's just use an actual page break character.
01:00But no, see, that would make sense.
01:03If I click right in front of SECTION TWO, as you see my cursor blinking, and then I
01:07go to Type > Insert Break Character > Frame Break, or Page Break, let's do a Page Break. Let's try that.
01:13We'll export this out to EPUB. I'll just press Command+E and Ctrl+E which is the shortcut,
01:19and we'll replace the existing one, check it out. No, same deal.
01:25It ignores the page break character which is very frustrating.
01:29Now typically, you'd have to futz around with other settings in Export to EPUB or split
01:35this up into two separate documents in order to get SECTION TWO to start at the top.
01:40And I want to show you a very cool new way only possible in CS5.5
01:45to force a page break without having to split this up.
01:50All you do is you create an empty frame. I'm going to take this little Rectangle Frame
01:55tool and I'm just going to put it right out here, and then you anchor it right before
02:01where you want the page break to be.
02:03So I'll use the Selection tool and I'll just drag and drop this right over here, right before.
02:09I'm going to move this out.
02:11Now there's nothing in here.
02:12I didn't even fill it with white, but step two is with that object selected, go to Object >
02:17Object Export Options and tell it to rasterize.
02:21Now there's nothing to rasterize, but InDesign will still rasterize it.
02:24It will turn it into a white JPEG and we don't need at 300, so 72 is fine.
02:29And then you need to turn on Custom Alignment and Spacing because this is the command that
02:34we're after, Insert a Page Break after the image.
02:38So we have not messed up our print layout, but when we export it to EPUB, we should be
02:42able to get a page break here.
02:44I'll press Command+E or Ctrl+E and we'll accept all the defaults, go to a small size. There you go!
02:53So that's quite useful.
02:55Now let's take a look at how this might be applied to an actual document.
02:59I have here california book and let's zoom out so you can sort of see how this is set up.
03:07This is an actual book with chapter names, pictures, a foreword, and so on.
03:14Now the issue here is that here's the title page, and then the foreword, and then the chapter name.
03:21Now the chapter name is the paragraph style, Chapter title, and you know if you've watched
03:27any of my other videos or you've work with CS5.5
03:30for a while, that you can tell InDesign to break this document up into multiple HTML
03:37files so that the new ones start on a new page based on one paragraph style, Chapter names.
03:43So if I went up to Export to EPUB, under Contents, I could say break the document at the Paragraph
03:51Style Chapter title.
03:54No matter what I use for table of contents style, though it's not going to break up anything
03:59according to that.
04:00They've changed that feature since version 5.
04:02Let me show you the issue.
04:04Let's move this to a small size.
04:07One issue here, let me make this larger, is that we have the foreword starting directly after this.
04:13I'd want it to start on its own page.
04:15Now the other chapters start fine, I mean, there's Chapter 1, starts on its own page
04:20because that's what InDesign allowed us to do.
04:23But it didn't allow us to say also the paragraph style that the foreword uses, please start
04:27that on a new page.
04:29So that's where we can actually use this.
04:31Let's go ahead and remember you want to add the invisible object that's going to force
04:37the page break directly before where you want the page break to be.
04:41So we'll create this little guy here.
04:44Now if I anchor it right in front of this, what's going to happen is that the JPEG is
04:48going to force this down.
04:50So instead, I'm going to come over here and anchor it up here as the last character in this text frame.
05:00Now if you are clever about it, you could maybe use some kind of flourish or something
05:05like that that you will automatically rasterize that you want to appear.
05:07But otherwise, we're just going to have an empty, very small, it can be really tiny if
05:12you want JPEG that's going to be in the text flow.
05:15So remember, you need to go up to here, Object > Export Options, Custom Rasterization, we
05:21don't need it 300, you want a Page Break after the image.
05:26All right, let's go ahead and export it out to EPUB, replace the old one, we'll accept
05:32all the same settings as before.
05:34Here you go! Foreword starts on its own.
05:38Now if you are wondering technically what's happening here, we'll take a quick peek at
05:43the test EPUB that I did before.
05:45So if I come over here and open up test.epub in TextWrangler, in the actual HTML file it added a JPEG.
05:54It converted that little frame to JPEG and it gave it an automatic name.
05:58But notice the paragraph style override?
06:00If you go to template.css
06:01and go down to paragraph style override, what it did was it added this line of CSS code,
06:08page-break-after: always, which all of the EPUB readers, the major ones including iBooks honors.
06:15So that's a really neat way in InDesign CS5.5
06:18to force a page break whenever I need one.
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054 Understanding component information
00:00Isn't this a beautiful document? You know sometimes looks can be deceiving though.
00:05Have you ever had a problem child document that you didn't create, maybe you just got
00:10hired and they said here, here's your file of InDesign documents we need you to work
00:15with, or you are a freelancer and your client gave you an InDesign file and it just keeps
00:19crashing, or won't print right, or there is just something probably wrong with it.
00:24In addition to doing the usual troubleshooting steps like rebuilding preferences and so on,
00:29I find it helpful to learn a little bit about this document's history.
00:34There is a secret dialog box that has been around I think in every version of InDesign,
00:39right now I am using CS6, but no matter which version of InDesign you're using, you can
00:43find the secret Document History dialog box.
00:47All you need to do is hold down the Command key if you are on a Mac or the Ctrl key if
00:52you are on a PC, and choose About InDesign. Now on a PC that would be here under the
00:57Help menu, and you get a secret Adobe InDesign Component Information.
01:04And this stuff on the right-hand side is really not useful at all, especially this thing
01:09often gives people pause where it says Missing Plug-ins: 2, that just means whoever last
01:14used this document, had these plug-ins installed, but it doesn't mean that this document won't
01:19work, unless you have them installed. This is kind of interesting though anyway.
01:24What is more interesting is this bit up here which tells you the exact Adobe InDesign Version
01:30that you're using.
01:31So I am using CS6 which is technically Version 8.0.0 because this is right when CS6 was released
01:39is when I am recording this, and then it has a build number of 370.
01:44And sometimes when you're posting tech support questions in a forum or you are on the phone
01:47with Adobe tech-support, telling them the build number helps them figure out, oh! You
01:53didn't get the latest patch or oh, you know that's why that was a known problem with that build number.
01:58And also you know, it can help you show off a little bit. You know, let your geek flag fly
02:03and say, oh yes. I am using CS6, build 370.
02:07But the most interesting and useful part of this little dialog box is down here Document Info.
02:12So it tells you the name of the file which you probably already know and it tells you
02:17down here the Document History.
02:19So take a close look.
02:21If anybody who's using this document, ever had a crash in InDesign and then when they
02:27restarted InDesign, this document opened up, you would see Recovered File - yes, and oftentimes
02:34when you crash with an InDesign document and it opens up again, if you save it and you
02:38continue using the same document, there might be some corruption in there.
02:41So that would give you a little clue that well, maybe this thing you know has some corruption
02:45from that time that it crashed, or a Recovered MiniSave is sort of the same thing.
02:51Was this ever converted from an older version to the newer version? Yes.
02:56Was it ever opened as a copy? Yes.
02:58Some things you know have no bearing at all if the document is giving you problems.
03:03But let's say that one of the issues is that the styles that are all kind of screwed up,
03:07maybe the paragraph styles just have so many attributes.
03:11In my experience, that usually happens because the document has been converted from QuarkXPress,
03:15and it's usually not a good idea to convert from Quark and then just continue on your
03:20merry way. It's usually a better idea to create a new document in InDesign that closely matches
03:25what your design looked like in Quark.
03:27So converting the Quark document to InDesign is okay for non-important one-off projects,
03:32but not really like for your magazine or your book series.
03:35So if this said Converted from QuarkXPress then that would also give me a clue that maybe
03:40at time we should take the time to actually rebuild this correctly in InDesign, and I can
03:45see if it was converted from PageMaker as well, let's scroll down.
03:49Was this ever synced in a book? Was it ever repaginated in a book? Was it ever opened
03:54from InDesign Interchange, that means if you exported this document to INX or IDML to Interchange
04:00formats and then opened it again and saved it, this would say yes.
04:04Then we have some interesting ones down here that are CS6 specific, which I thought was kind of interesting.
04:10Did they ever use the Content Dropper, Layout Adjustment? Has this ever been exported to
04:14EPUB or SWF? But I love this part at the very end which is, when was this document created
04:21and how many times has it been saved as since then? Not saved, but saved as.
04:27So this document was created using Macintosh system software 10.49 in version 4.0.5, build
04:36688, and there is my geek flag, but version 4.0.5 is I believe CS2, and look, it was first
04:44created Wednesday, April 23, 2008, more than four years ago as I recorded this, then it
04:50was saved five minutes later, and so on. We don't have to go through everyone of these,
04:54but look at how many times this document was saved as.
04:56Here is your Recovered MiniSave, let me go all the way down to the bottom, look at this,
05:04until finally, just now, I did a Save As in Version 8.0.0.370.
05:08Now if for some reason you really want to study this in detail, you know take it with
05:13you to a meeting or something, you could choose Write a Log File and it will go ahead and
05:18write this out and you can print it out if you wanted to.
05:21But here's the other side of the coin.
05:23Let's say that you are the owner of this document, and you need to hand it off, and you want to
05:27erase this history. You don't want people to know all this information. Why do they
05:31need to know your business, right?
05:33So how do you erase the Document History? You simply export it to one of those Interchange
05:37formats and then open it again.
05:39So I am going to choose File > Export and choose IDML as the File Format.
05:45We'll save it right here on the Desktop and then open it again.
05:50That's a typical troubleshooting step, there is our IDML, it opens a copy of it as an untitled
05:55document and we'll save this on the Desktop.
05:59We'll call it news2 and now let's look at the Document History.
06:05I am holding the Command key and choosing About InDesign, on a PC that would be Ctrl,
06:11and let's look at the history.
06:13Ah, nice and short! It was created today and it was saved as today, well, it was opened
06:19from InDesign Interchange today, okay, that's fine, but now nobody needs to know that I
06:23created this actually four years ago and I've been too lazy to actually create a new version.
06:28I've just been doing a Save As for four years.
06:30So that's just a little interesting hidden history of your InDesign document right there
06:36in the Component Information screen.
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055 Creating running heads using section markers
00:00Long documents like books need running heads.
00:03Though those might be footers at the bottom of the page or out in the outside margins,
00:07but wherever you put them, you probably want to provide a way for your reader to see where
00:11in the document they are. For example, what chapter or section they are reading.
00:16There are a couple of ways to do this. I am going to show you one of the lesser known
00:19options called Section Markers.
00:22In this document, I have chapters and sections and my Section 1 is called Beginnings, and
00:27I'd like to put that section name in the header.
00:31I'll scroll down here to look at my second spread here.
00:34Over here above the right-hand page, I'd like to put the section name, on the left side
00:39I have the name of the document, the name of the book itself,
00:42but I am going to put the section name over here.
00:45To do that, I need to go to the Master page, that running head is on the Master page.
00:49So I'll open my Pages panel and I'll double-click on the Master page.
00:54Now I'll select that text frame, and I'll zoom in here with Command+2 or Ctrl+2 on Windows
00:58to go to 200%, double-click on it to switch to the Type tool, and enter the name of the section.
01:05But I don't want to have to manually type the name of the section every time.
01:09Instead, I want to put in a marker or a symbol, something that will change automatically for me.
01:16To do that I am going to go to the Type menu, choose the Insert Special Character menu and
01:21then look inside the Markers menu.
01:23And here, down at the bottom is Section Marker, that's what I want.
01:28And you'll see that all it says is Section. I'm on the Master page, so it has no section name.
01:35When we go back to our document page, for example, I'll double-click on spread 2-3 to
01:40jump to page 3 here, we can see that this section name is in there.
01:44Well of course it's not in there yet, because we haven't told InDesign what the name of the section is.
01:49To do that we have to go to the Numbering and Sections options dialog box and there
01:53is a little shortcut to get there.
01:55See this little black triangle above page 1 here in the pages panel? If I double-click
02:00that black triangle, up comes a dialog box.
02:04Here among many other options is a field called Section Marker.
02:09That's where we are going to put the name of the section.
02:12I'll go ahead and type Beginnings here, that's the name of this section, and then I'll click
02:16OK and you can see that there it is on the page.
02:20Any page within this section is going to have the running head that's called Beginnings.
02:25It's as simple as that.
02:27If I go to the next spread down, pages 4 and 5, I can see right here in the upper-right
02:31corner of page 5 the same thing, the same section name.
02:35Now let's jump to the next section.
02:37The first thing that I am going to do here is change the layout of my Pages panel. I
02:40am sorry this is driving me crazy.
02:42I'm going to right-click on this Pages panel, I am going to go down to the View Pages menu
02:47and then I am going to choose Horizontally.
02:49It's a little trick that if you don't know you should, because the horizontal page layout
02:55in InDesign is much more efficient when you're scrolling through.
02:58You have a lot more pages in the small amount of real estate afforded you here.
03:03So I am going to go down here, I am just scrolling down to the next section start, which I happen
03:07to know is down here on page 52, here we go, zoom back to fit spread in window with a Command+Option+0
03:13or Ctrl+Alt+0 on Windows, and I can see that Section 2 starts right here.
03:18We don't have a section start selected here; there is no black triangle yet. To do that,
03:23I'll right-click on this page, choose Numbering & Section Options and then I am going to leave
03:29the Page Numbering just the way it is here on Automatic. I'll make sure that the style
03:33is set to the proper numbering, we don't want Roman numerals here in the document.
03:38And then I'm going to type this Section Marker, this is called Reawakening, there we go.
03:43That's the name of this section, click OK and you'll see that the only thing that really
03:47changed here is I have a little black triangle above that page now.
03:50Let's see if it worked.
03:52There's no running head on the chapter openers, but on the next spread over, there is.
03:57And if I zoom in here, we can see that indeed it has the name of that section.
04:02There are other ways to do page headers such as InDesign's Text Variables feature.
04:07But the Section Marker feature is a terrific way to manage your document headers as long
04:11as you're careful about how you're managing your sections inside your Pages panel.
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056 Making a font with InDesign using the IndyFont script
00:00I have a bulleted list here, but I'm using this plain old round boring bullet. Here let me show you.
00:06I'll zoom in and you can see that this bullet is not very interesting at all.
00:11But I want something a little bit more interesting, more spicy.
00:13In fact, the bullet that I want to use is this shape up here, this thing that looks
00:18kind of like a flower.
00:19I'd like to make that flower be my bullets.
00:22So let's see what kind of options we have.
00:24I'll double-click this list to switch to the Type tool and then while the Control panel
00:29is in the Paragraph Formatting mode, I can Option+ Click or Alt+Click on the Bulleted List button.
00:35When you hold on the Option or the Alt key when you click, it forces the Bullets and
00:39Numbering dialog box to appear,
00:41and now you can choose any of these different kinds of bullets.
00:44Those still aren't very interesting. That's certainly not the flower shape I want, so
00:48I can click the Add button.
00:50And when you click the Add button, you can choose almost any character you want.
00:53But there's a catch, the character has to be inside of a font, you can't just choose
00:59arbitrary shapes.
01:01And unfortunately the shape that I want, the thing that I drew, is not in a font. Or I should
01:06say, it's not in a font yet.
01:09Let me show you what I mean.
01:10I'll click Cancel, click Cancel, and I have that character in a separate InDesign document
01:16here, there it is.
01:18I'll choose my Selection tool so you can see that this is just regular frames right in
01:22InDesign, and I want to make a font out of that, because if I make a font out of it,
01:27then I can use it for my bullets.
01:29Now you might think that you have to go out and buy font software in order to do that,
01:33but in fact, I can do it right with inside of InDesign, because I have a free script
01:38that you can get too.
01:40And that free script is called IndyFont.
01:42You can get IndyFont from indiscripts, and there is a commercial version which lets you
01:46make a whole font, or a free version which lets you make just a bullet, and a bullet is
01:51all I care about right now, so I am pretty happy.
01:54Now once you download the free IndyFont, you need to know where to put it.
01:57I'll then go back to InDesign and I'll show you.
01:59I'll go to the Window menu, choose Utilities and then choose Scripts.
02:05Then I'm going to right-click or Ctrl+Click with one-button mouse on the User folder and
02:10choose Reveal in Finder.
02:12On Windows it will say Reveal in Explorer.
02:14Now I'll open up the Scripts Panel folder. The scripts have to go inside the Scripts Panel folder.
02:20And I'm going to take my font from my Downloads folder and put it into my Scripts panel.
02:27That's all I need to do, it's ready to go.
02:29So when I switch back to InDesign, you'll see inside the User folder, just click on
02:34that expanding triangle, there is my script. The one that I just downloaded and installed.
02:39You don't have to restart InDesign or anything like that.
02:42Now here's how to use the script.
02:44First double-click on it, it will ask you for a Font name.
02:47I am going to call this Roux Bullet. You can call it anything you want. Then click OK.
02:55It creates a document for you and lets you set up your font.
02:58I am going to go back to my original artwork document for a moment and copy this to the
03:03clipboard, then come over here, go to page 2 in the Pages panel and paste it.
03:10That's all you need to do.
03:11And I'll position it over here on the left side of this green line.
03:16Now I can stretch this, make it bigger, do whatever I need to do here.
03:20I want to make sure typically that the character fits inside from the left edge, call the left
03:25bearing, to this green line, which is the right bearing. In fact, that's just a guide.
03:31Now I can stretch this, make it bigger, move it around inside here.
03:35I've typically want to make sure that it sits in between the left edge of the page and this green line.
03:40If it doesn't, you can move that green line, it's just a guide, until it's slightly to the
03:46right of the shape.
03:48Once you set up your shape, you're ready to make your font.
03:51To do that, you need to run the script again.
03:53I'll close the Pages panel here, and then double- click on the script, and up comes this dialog box
03:58saying, where do you want to save the font?
04:00I am going to save it just inside the InDesign Fonts folder, that's the easiest, and I'll click OK.
04:06It tells me that the font was created, click OK, and that's all I need to do. It's ready to go.
04:12I'll go back to my brochure document, and I am going to zoom in here even more so you
04:16can really see those bullets.
04:18I'll double-click again to once again switch to the Type tool, I'll Option+Click
04:22or Alt+Click on the Bullets button, and I will say Add a new character, and the new bullet
04:27is going to be inside the font that I created and that always starts with IF, IF for IndyFont,
04:33in this case Roux Bullet.
04:35When I click down here in the Font Style area, up comes all of the characters in this font,
04:40in this case just one.
04:42So I can choose it, click OK and there is my bullet, it's as simple as that.
04:47Click OK and it added that character as my bullet.
04:51I'm pretty happy with that, so I am going to go over to the Paragraph Styles panel and
04:55from the Panel menu I am going to choose Redefine Style.
04:59That takes that bullet decision, that local formatting that I applied here and applies
05:03it to the entire Paragraph Style.
05:05It's beautiful! It's a custom bullet using a font that I created right within InDesign.
05:11Remember as great as InDesign is, it's often the add-ons like this IndyFont script that
05:16provide the extra features that make your workflow really fly.
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057 Finding where that color is used
00:00Do you know what the Find/Change dialog box is missing? It's missing search for a color.
00:07There is really no way to do a comprehensive search throughout an entire document to find
00:13where a particular color is used.
00:15And you could search for text that is colored a particular color, in Find/Change, go to Find/Change > Text.
00:23Find Format, go down to Character Color and then choose any character that's filled with
00:28this particular color.
00:30I'll switch back to Any Swatch.
00:32You could search for an object that's filled or stroked with a color, but you can't run
00:38it the same time that you're searching for text that's filled with that color. You have
00:42to do it one at a time.
00:43In fact, it's just as bad as the text one actually, because you can search for an object
00:48that's filled with the color and stroked with that color, but you can't say and/or. They
00:56would have to be either both be filled with that color or then you do one search with
01:00a Fill and then the other search with the Stroke.
01:02But if you fill them both in here, it would only find objects that are both filled and
01:06stroked with that color.
01:08So it's very obnoxious in other words,
01:11and I don't know why they don't include one more tab that lets you search for wherever
01:16colors used. Or maybe you would make more sense to have it right in the Swatches panel itself.
01:21A little Find/Search in this document please for anything that's colored with a particular swatch.
01:26That would make sense.
01:27What is a designer to do? Well, one thing you can do is to turn to our friend, the Separations
01:33panel. That comes the closest to what we want.
01:36And that works with spot colors especially.
01:38So for example, in this document which is supposed to be CMYK, we apparently have a
01:43spot color someplace.
01:45Where is that spot color used? Is it in text? Is it a graphic? We can go to the Separations
01:51panel, under the Window menu, go down to Output > Separations Preview.
01:55You have to turn the View to Separations otherwise it won't work.
01:59Why it's not turned on by default? Who knows, and initially, it's all set with the eyeballs
02:05are turned on. I was playing around with this before.
02:07To search for just the Pantone color, click on the eyeball next to CMYK to turn off all
02:14of the CMYK colors. So just the Pantone, and now when only one color is visible in the
02:21Separations panel then that would look filled with black in the document.
02:25So this word right here Roux is apparently filled with a illegal spot color.
02:30If I select it, you can see it's not even text.
02:33So let's turn on all the colors again or just turn off Separations Preview and you can see,
02:39aha! It's part of this graphic.
02:42If we go to the Links panel, it's an Illustrator graphic and I could Option or Alt double-click
02:47it to open it up in Illustrator and select these letters here, and in the Swatches panel,
02:54I could convert that Pantone to a CMYK color or I could just leave it alone, and in InDesign
03:02when I print, I could go to the Swatches panel menu and in the Ink Manager of course, I could
03:09just say Convert All Spots to Process when you print.
03:13But that is how you can search for wherever color is used in a document is that you look
03:18for it in the Separations Preview as long as we're talking about a spot color.
03:23Let's take another example.
03:26Here's a catalog.
03:28Here we have that same pesky spot color.
03:30Let's search for where it's used here,
03:33Separations, turn off CMYK, and what I usually do is I zoom way out and then just look for
03:40swatches of black.
03:43And I might want to choose Hide Guides, here we go.
03:49Now it's very easy to see. There is something down here.
03:52Let's select it and zoom in, it says Roux again.
03:56Let's turn off Separations. Look at that, it is actually a spot color being used in a placed PDF.
04:05This has happened to me so many times.
04:07So it's wonderful being able to use Separations Preview to hunt down these pesky spot colors,
04:13and then you can decide what to do with them after.
04:15But the question remains, what about if you're looking for where another color is used? And
04:20it might not be a spot color. What are you supposed to do?
04:22In this document, let's select all the unused colors to make sure that we are not hunting
04:27down colors that aren't even being used. Nothing gets selected, so apparently every one of
04:31these colors is being used.
04:35What if I wanted to search for say wherever this gold color is being used? The answer
04:40is to turn it into a spot color temporarily.
04:44Just right-click on the color, choose Swatch Options and change the Color Type to Spot.
04:50There we go, and now it appears as it's called New Color Swatch in Separations Preview, and
04:58we'll turn that off and zoom out, and I see it's being used as rows at the top and then
05:05also this right here.
05:06Let's zoom in a bit, and then turn Separations Preview off. That's where it's being used.
05:13To go back to how it was before CMYK, right- click on the color, choose Swatch Options and I
05:19always right-click. I don't double-click on it because I don't want to accidentally apply
05:23it to something that I have selected in my document.
05:26When you right-click and choose Swatch Options, then you edit the color without applying it
05:31to anything in your document.
05:34And change the Color Type back to Process.
05:37Turn on Name with Color Value, so it goes back to its old name and click OK.
05:41These percentages here do not change whatsoever.
05:44I might use that technique to hunt down this problem right here.
05:48You see that I have two CMYK colors that are very close, and I really don't want to have
05:54two different CMYK colors that are very close.
05:56This is the color I want.
05:58What is this color? Where is this one being used?
06:00Instead of having to go to Find/Change and search for where it's being used in Text or
06:04an object, fill or stroke, I'm just going to turn it into a spot color temporarily and
06:10then go to my Separations Preview panel,
06:15deselect, zoom out, and see if I can see any telltale black splotch anywhere.
06:24And aha! What is this down here?
06:28I'll select it, zoom in, somebody's name.
06:33Turn Separations off.
06:36Look at that! See, this would be really hard to spot in even a color proof, that these
06:42are two somewhat different colors.
06:45So this is the correct color. This is the incorrect color.
06:49What I could do is just delete this and replace it with this one or I would just select all
06:55of this, give it the correct color, and then choose Select All Unused and then delete that
07:03bad guy. There you go!
07:05The answer for now for how to find where color is being used, is to use a Separations Preview
07:11panel and if it's not a spot color, turn it into a spot color temporarily.
07:17
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058 Text wrapping
00:00You may know already how to create a text wrap, but did you know that you can edit that
00:04wrap? Yes, it's a technique discovered only by a few intrepid designers.
00:08We are looking at a two-page spread in InDesign CS6, though this technique is really not specific
00:15to CS6. It can be done in basically any version of InDesign as far as I know.
00:20I'm going to switch back to normal editing mode so you can see all the frames and what's happening here.
00:25This is a nice looking spread I think,
00:28but we want to add a little bit more interest and so what I'd like to do is to wrap this
00:35text against the student's legs here.
00:39Now this will only work if the picture has any kind of mask over here, and if I select
00:45this picture and go and right-click and choose Edit Original, and I had it open already,
00:52it didn't open that fast, and you can see that there definitely is masks already. Here is
00:57the Layers panel.
00:58So somebody has already gone to the trouble of selecting the white area or whatever was
01:03around the young model and hiding it in a layer mask. So if I Command+click or Ctrl+click
01:09on it, you can see the selection.
01:11That's all you want to check is that there is some transparency here.
01:15So we come back here and we're going to overlap this text frame with the legs, and right now
01:23apparently the picture is on top of the text frame, that makes no difference in InDesign.
01:28Then we select the picture of the model that's called the wrap object and go to the Text
01:32Wrap panel which is in the Advanced Workspace. It's right here, or you can always go to the
01:38Window menu and choose Text Wrap.
01:40So I am going to open it up, and we want to wrap around the object shape.
01:48When you choose object shape then depending on the kind of image that it is, you will
01:51have a bunch of different Contour Options.
01:54So this is Detect Edges or Alpha Channel, which in this case is the same thing, defining the
02:00Alpha Channel meaning the transparency.
02:04If there was a path, we could choose the path and so on, but either Detect Edges or Alpha
02:08Channel would work great.
02:10I'll just leave it to Alpha Channel for now.
02:12But let's say that you know you wanted to adjust this a little bit. Maybe some of these
02:16words are too tight, you want to give little bit more room. You want to cheat something out.
02:20Let me show you how you do that.
02:21I am going to select his text frame and zoom in a bit.
02:24Now I always make a selection before I zoom in with Command++ or Ctrl++ because that centers
02:29the selection in the window.
02:33So if we select the wrap object and we go to the Text Wrap panel, there's nothing here
02:39that says Edit Wrap or anything like that.
02:41All we know is that it is pushing the text away 12 points and we could edit this, let's
02:48say 13, 14, 15, and so then you see that the lines break differently or we could reduce it.
02:53But to actually edit this path that the text is wrapping to, you have to switch to the Direct
03:01Selection tool, the white arrow, and then click on the wrap object and you will see the line
03:07appear that you can actually adjust.
03:09I am going to zoom in even more with Command++ or Ctrl++.
03:14It's a very faint line and it's in the same color as the layer that it's on, and these
03:18are simply anchor points for any kind of Bezier path.
03:22So I could select this guy and drag the point around. That's not affecting any text over
03:28there, so let's find a point over here and you can see the little cursor gets a square
03:34next to it when it knows it's by a point, otherwise it knows this by a subpath, but here it's by
03:39point, so I can sort of nudge it this way and you see that when you start dragging,
03:45you will see the surrounding control handles and the nearest other points.
03:50And so if I wanted to sort of shove things over a little bit or if I wanted to maybe
03:55bring that comma in a bit and then bring writers out a bit.
04:01We are only seeing this kind of effect by the way because the Text Paragraph Formatting
04:05is set to Justify on both sides.
04:09You are not going to be able to really judge it that well if your text, let me select it
04:14all, is set to left-aligned. You know you don't get that big of an effect.
04:19So we have it set to Justify.
04:23And the other thing that you might want to do whenever you are editing your wrap edges,
04:27which is what we are doing right now, is select the wrapping object, especially if you are
04:31getting really close to it and make sure the resolution is at high-res.
04:34Now you can see the bitmapping happening on this image.
04:37So it's probably using my defaults of just a placeholder 72 PPI preview image.
04:44So I am going to right-click on the image and go down to Display Performance and choose
04:48High Quality Display, and assuming this is a high- res image, it should sharpen up quite a bit.
04:54There, that's a lot better.
04:57So again, select the wrap object, and then switch to the Direct Selection tool and you
05:02should see the actual path.
05:04Now you can use the Direct Selection tool to adjust the existing paths, points and handles,
05:11and you can switch to the Pen tool and actually add your own points.
05:14Notice how it looks like a plus symbol when it's over the path and I can add in another
05:19point if I wanted to, or I can delete a point by hovering over an existing point, so you
05:25get the minus symbol.
05:27And basically anything that you can do to a path with the Pen tool or any of its helpers,
05:32you can do to a Text Wrap path.
05:34Now you might think that this technique is only good for wrapping around irregular
05:38paths, but actually you can use this technique anytime that you have a Text Wrap.
05:41I am going to zoom out with Command+0 or Ctrl+0 and let's say that we want this picture, I
05:47am going to make this even smaller to force a wraparound this text.
05:52So I am going to select the picture which is going to be a wrap object, and then I'll
05:56just click most common kind of wrap which is wrap around the bounding box, and the text
06:01gets pushed out of the way around the box surrounding the picture.
06:05It's offset right now by zero points, but let's offset this by, let's say, 12 points because
06:11the Chain icon is turned on and they all get the same setting.
06:15Now do you see the wrapping boundary right here? And this too can be edited.
06:20I'll switch to the Direct Selection tool and now you see the points appear on the wrapping
06:25object and if I wanted to, I could make it wrap like this or I could switch to the Pen
06:31tool and change that corner point to a curve point.
06:35I am holding down the Option or Alt key which is the keyboard shortcut for change direction.
06:40I'll just pull out a couple handles and it's curving around this.
06:45So you are not limited to the shape of the wrap object in what you can do with the text
06:50wrap boundary itself, which I think is very cool.
06:55
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059 Inserting pages: Understanding the Pages panel
00:00Look, I love InDesign as much as anybody, but even I have to admit that there are some
00:05features that are just plain confusing or non-intuitive.
00:08For example, take inserting pages. You know, adding pages to your document.
00:13This is something that almost everyone needs to do, but it's not always obvious how to do it.
00:18For example, in my document that I have open right now, I want to add a new page.
00:23So at the bottom of the Pages panel, I'll click on the Insert Page button.
00:28Where is that page going to be added do you think? Will it be at the end of the document
00:32or maybe after the pages that are visible here in the screen? What do you think? Let's try.
00:37I'll click the button and you'll see that InDesign added a page after Page 23.
00:42What the heck? Why did it do it there? Well, let's undo and I'll show you.
00:49Notice that when the Pages panel is open, you can single click on a page and it highlights
00:54very subtly, or you can single click on the numbers underneath a spread and it'll select
00:59both pages in the spread.
01:01InDesign will insert pages after whatever is selected in the Pages panel, not necessarily
01:08what's visible on your screen, but whatever you've clicked on in the Pages panel.
01:13That's why it added it after page number 23.
01:15In general, I like to insert pages not by just clicking on that button down there, but
01:21by Option+clicking or Alt+ clicking on that button.
01:24When you do that, it forces InDesign to open the Insert Pages dialog box.
01:28And now I can tell InDesign exactly where I want my pages to be added.
01:32Because this is a facing pages document, one that has a left-hand page and a right-hand
01:37page, I like inserting or deleting even numbers of pages.
01:41That way a left-hand page doesn't turn into a right-hand page and vice-versa.
01:45So I'm going to insert two pages here and I can say exactly where I want it to go.
01:50In this case, I'm going to add it to the end of my document.
01:54Click OK and there is my new pages at the end.
01:57Now if you don't feel like Option+clicking or Alt+clicking on that button, you can get
02:01that same feature from the Pages panel flyout menu, there it is, Insert Pages or choose
02:06the Pages menu from the Layout menu and then choose Insert Pages. Does the same thing.
02:12Now there are a couple other ways that you can add pages to your document as well.
02:16For example, you can drag one of the master pages from the top part of the Pages panel
02:20down to the bottom.
02:22But when you do that, pay attention to the cursor.
02:25The little differences in how the cursor looks make a big difference in what's going to happen.
02:30For example, if I drag down over here, I'll see a page icon and a thick black bar and
02:37that thick black bar means insert pages right here.
02:42If I drag to the right of the first spread over here, I see a similar black bar, that's
02:47exactly the same thing, insert the pages after that spread.
02:52Now if I drag down here on top of one of these pages, a different thing happens, the page
02:57itself highlights.
02:58In this case, it's not going to insert pages at all, it's going to apply that master page
03:04to this document page.
03:05That's not what I want.
03:07So you either want to drag out here on this side or drag in between the spreads and you
03:13get a slightly different effect.
03:15You get a hand with a little arrow in it, and that arrow is either pointing to the right or to the left.
03:21This means insert the pages in between these two pages of the spread.
03:25When I let go of the mouse button, you'll see that InDesign actually added pages in between
03:30the pages that were already there.
03:33The last technique I want to show you on how to insert pages is to duplicate pages that
03:37are already in your document.
03:39For example, I can duplicate this first spread by clicking on the page numbers underneath
03:44the spread and then holding down the Option or Alt key while I drag.
03:49And as I drag, I'll get the same kinds of icons, but it will duplicate that to this new position.
03:55I'm going to drag all the way to the bottom until it scrolls down to the very bottom, and
03:59you can actually see that the cursor is slightly different now.
04:02It's a hand with a plus in it.
04:04That means it's going to duplicate that spread right there at the bottom of my document.
04:09Like so many features in InDesign, it's kind of obvious how to insert pages once you see
04:13how it works.
04:14So I hope that this demonstration will help you insert pages for years to come.
04:21
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060 Copying paths between Illustrator and InDesign
00:00InDesign has awesome tools for creating frames and paths and stuff.
00:04But when it comes to drawing amazing vector shapes it pales in comparison to its older
00:08sister Adobe Illustrator.
00:10But the good news is that you can move vector shapes back and forth between these two programs,
00:15using each for what it's best at.
00:17For example I have this big orange rectangle here. It's kind of a plain rectangle, nothing
00:22exciting about it, I'd like to spice it up a little bit.
00:24So I'm going to take that into Illustrator and give it an effect.
00:28To do that, I simply select it, copy it to the clipboard with Command+C or Ctrl+C on
00:33Windows, switch to Illustrator and Paste.
00:37Now it looks pretty much the same as it did in InDesign and that's good, but what I'm
00:41really getting here is more than I bargained for.
00:44I can see that by going to the View menu and choosing Outline. See how there is an extra
00:49line around the path? That's a clipping mask and that's a clue that something has come
00:55along for the ride.
00:56It sometimes happens, not always, but it sometimes happens when you move stuff from InDesign into Illustrator.
01:02I want to get rid of that because clipping masks can make your life difficult down the
01:06road, if you keep them in there.
01:08So I am going to go back to the View menu, choose Preview and open my Layers panel.
01:13And inside the Layers panel we can see that there is a Clip Group, I'll open that up and
01:17we can see that there is another Clip Group and another one.
01:21It's done this partly because I have transparency on the effect in InDesign and transparency
01:25adds multiple levels of complexity.
01:28But if I keep opening that, I will see that down at the very bottom I have a path and
01:34that path is what I'm really trying to work on.
01:37Usually it's not quite this complex, but in this case I had to go pretty deep to get that
01:40path, and now I'm going to do drag that path in the Layers panel all the way to the top of the layer.
01:47So I now have the path and then a whole bunch of garbage that I don't need.
01:51So I'll just click on this Clip Group and click the Delete Selection button and I'm
01:55left with just the shape that I need to add my effect to.
02:00To apply my effect I'll go to the Effects menu and choose Distort & Transform > Roughen.
02:07You can choose any of these effects that you want, but I am going to use Roughen for this
02:10example, I'll turn on the Preview check box and whoa! That's a little bit more than I bargained
02:15for. I don't really want it to look like that.
02:18Let's bring this down to maybe 1%, maybe a little bit more detail, just get that just
02:23the way I want, I am going to use Smooth Corners instead.
02:26You set effect at the way you want, click OK and now we need to get it out of Illustrator
02:31and into InDesign. To do that, same thing Command+C or Ctrl+C on Windows to copy it,
02:37come back to InDesign and paste it with Command+V or Ctrl+V.
02:42And you can see that I now have a shape in InDesign that looks just the way it did in Illustrator.
02:47Now this actually is a path.
02:49If I switch to my Direct Select tool by pressing the A key, you can see all of the points on
02:54this bezier path. I could edit it further if I wanted to here in InDesign, but I'm not going to.
02:59I am going to switch back to my Selection tool by pressing the V key, I am going to
03:04delete my original rectangle, just select it and hit the Delete key, drag this one into position.
03:10It looks pretty good, a little higher, there we go.
03:13Now I am going to go back to the Effects panel and change the Opacity just like it was on
03:18that original object, I believe it was 50%.
03:20There we go! Looks great.
03:25That's just the effect I was looking for.
03:27And that copy and paste is pretty seamless, except for that weird clipping mask thing
03:31that sometimes happens.
03:33But there are situations where you get artwork which is too complex.
03:37For example, let me go back to Illustrator and I am going to grab this other artwork
03:41here, and as I drag over here you'll see there is lots and lots of points on here, lots of
03:47objects, lots of transparency. This thing is really complex.
03:50And if I grab all of that and copy it, come back to InDesign and try and paste it, InDesign
03:57goes, whoa! What's going on here?
03:59This command would create too many objects, so instead I'm going to place it as an EPS.
04:05Not only is that an EPS, but it's embedding it into the document.
04:09So if I click OK I can see it, but I can't edit it and it doesn't even show up in the
04:13Links panel. It's not good. You don't want to do that typically.
04:16So I'll click Delete to get rid of that.
04:19You have to make sure that your objects are not too complex in Illustrator.
04:23So in this case, I would've had to gone back to Illustrator and simplify it before I bring it into InDesign.
04:30Or a better solution for that artwork would have been to simply save it as an AI or PDF
04:34file and then use InDesign's Place feature to place the artwork into my InDesign document.
04:41You don't want to copy and paste vector art between Illustrator and InDesign, unless
04:45you really need to come in here and edit it or change the Opacity, do some tweaking to it.
04:50If there's some good reason or if it's not too complex of an object, it's okay to copy and paste.
04:55But when you get that really complex artwork, it's better to place it.
04:59You know Illustrator is such an important part of my InDesign workflow, I consider it a plug-in.
05:05Now if you want to learn more about Illustrator and all the cool things it does, check out
05:09the many other movies on it here at the lynda.com online training library.
Collapse this transcript
061 Automating Find/Change with the Find/ChangeByList script
00:00You know face it, a lot of what we do in InDesign is tedious monkey work, you know, especially
00:07when we are having to clean up files that other people give us.
00:10I want to show you how there is a free script that comes with InDesign that can save you
00:15so much time in doing this kind of monkey work and even if you're an old, jaded InDesign
00:22user who knows all about this script, I think you're going to learn couple of new tricks
00:26that you didn't know before.
00:27So let's start by importing a typical Word document that an editor might give me for
00:34formatting in my layout.
00:36Now this layout right now is just one-page document. It's empty.
00:40I do have some starter Paragraph and Character Styles.
00:43Now we're going to go to File > Place and find this document. I'm going to turn on Show
00:52Import Options because we're going to remove the Styles and Formatting, but preserve local
00:59overrides, which is how I recommend you import all of your Word documents unless you already
01:05have a very slick and working style-to-style relationship with your editors and your InDesign file.
01:13If you can do that, then that saves a lot of time, but most of the time that's not going to happen.
01:17So you get rid of all the wonky Word formatting but preserve local overrides like the occasional
01:22bold and italics, so you don't have to reapply those.
01:25Click OK and we'll place it.
01:28Now let's zoom in here and see this beauty and all of its glory.
01:33As you can see they helpfully tried to align columns with multiple tabs. They did not learn
01:39the trick about using the first- line indent instead of tabbing.
01:43To create a first-line indent, they're telling us this is a very common magazine and other
01:49publishers, for the editors to put a little code when they say we give our designers coded
01:54Word files or tagged Word files.
01:57This is almost always what they are talking about, is they say this is h1, this is a deck,
02:02this is an h3, and so on.
02:04So what else do we have here? We have instances of periods with two spaces. We have a space
02:11hyphen space instead of an en dash. We probably have a couple of dashes instead of an em dash,
02:19we have the almost ubiquitous single return, you know double space in-between paragraphs.
02:25But a few times apparently they really wanted a lot more space, and so on.
02:29You could of course go to Find/Change > Text, search for a period space space, replace with
02:35periods space, so on.
02:38You could save these kind of queries searching for two hyphens replacing with an em dash.
02:45Let's do that really quick, do a search for two hyphens, change to, and we'll go to an
02:51Em Dash which is this funky little code here.
02:54You can save each one of these and then run the script; one right after the other, run each script.
02:58But InDesign has already taken care of a lot of this for you, in a free script called FindChangeByList.
03:06It has a list of very common find/changes like these two that I just showed you and
03:09a few more that's saved in the script, and you can easily edit it.
03:14So first let's look at the default script.
03:18Go to Window > Utilities in CS6, and I think 5.5. Early versions you might see Automation,
03:26and we'll say Script, choose Scripts, it's in the Application Folder > Samples > JavaScript
03:33is what I like, right here, FindChangeByList.
03:36All you do is double-click it and would you want to run it on the one story that I'm on
03:41or the entire document, all the stories? Well, we'll just say all the stories, since there
03:45is only one anyway.
03:47It got rid of all of the runs of returns whether there was 1 or 3 or 2 or 4, now there are none.
03:55It got rid of spaces in front of paragraphs, it got rid of runs of tabs.
04:01What else did it clean up? Look at over here. I love this.
04:05It found a space hyphen space pattern and replaced it with an en dash, but it left the actual
04:13hyphens intact, as they are meant to be, and replaced the double hyphens with an em dash.
04:22Pretty slick, huh? Now what exactly are its find/changes that it's doing, and can you edit
04:28that? Well, of course you can.
04:29What this script does is it looks at a text file which is buried in this little folder
04:33here called FindChangeList.txt.
04:38This you can open in any text editor and edit as you see fit.
04:42If you have another find/change that you wanted to do, you can easily add it.
04:46If you want to remove one of them, maybe you're a big fan of space hyphen space, you can remove
04:51that, so it doesn't change those to en dashes.
04:53To see this file and to edit it, the easiest way is just to right-click on it, so that
04:58you see the Reveal in Finder command, or if you're on PC, Reveal in Explorer, and choose it.
05:05It's actually here in your InDesign folder, inside Script, Scripts Panel, Samples, and so on.
05:10So you could also find it in your own list.
05:12Now you just double-click it and it should open up in a default text editing program.
05:16Don't let it open up in Word because that might mess it up. Use something like the Notepad
05:20or TextEdit, and TextEdit opens up here automatically in plain text format. We don't want any formatting.
05:29Now I will let you redesign your own, but briefly let me tell you what's happening.
05:33All these lines in the beginning that start with a double slash are commented out, meaning
05:37these are not part of this script. These are like secret notes to the reader.
05:42It explains how this script works.
05:45It says it was designed for CS4.
05:46I find it interesting that they never updated it apparently. Everything that worked in CS4,
05:51still works in CS6. So that's good.
05:53Here is an example.
05:54This script will do a findWhat, find two dashes, changeTo an em dash. Remember that code that
06:00we just looked at and changed?
06:01And then it has the settings like it's supposed to do includeFootnotes, includeMasterPages.
06:06These are all these icons here, so Include Locked Layers, Included Hidden Layers, Include
06:13Master Pagers. That's what those are all about.
06:15And then at the end, it ends with a description.
06:18So this one ends with Find all double dashes and replace with an em dash.
06:23They're more complicated ones. Here we go.
06:25So this is the existing list of everything that FindChangeByList does.
06:30It finds all double spaces, replaces with the single space. Finds all returns followed
06:33by a space and replaces with a single return, so you don't get that unwanted empty space
06:39as the first character of a paragraph anymore, and so on.
06:43That's what it does.
06:43So if you don't want it to, for example, find the space hyphen space and change to an en dash,
06:51Find all space hyphen space, replace with an en dash, then simply double-click that, delete
06:56it or cut it and save it.
06:59Now what you might want to do though--I am going to undo--is to duplicate your FindChangeList,
07:04so that you can experiment with different settings, or at least to take the default one
07:08and save it some place. You can save it even in that same folder just give it a slightly different name.
07:14So if you chose FindChangeList.experiment or mine or custom, then when you run FindChangeList
07:21script, it won't find that. It will only look for this one.
07:24You can edit the script, so it finds any FindChangeByList.txt script if you wanted to,
07:30 but that's a little beyond what we want to do.
07:32Let me show you a couple things that you can actually add that you might not realize.
07:37For example, I am going to--well what I usually do is I just copy an existing one, either
07:40a text or a GREP and then I paste at the bottom.
07:44Let's say that we want to find all instances of lynda.com that was written with a capital
07:53L, which actually is against their brand guidelines, and we want to replace it with lynda.com,
07:59which is lowercase.
08:01Now because we're talking about cases, we have to include case sensitive.
08:06In Find/Change, we're talking about this guy right here, Case Sensitive.
08:10But Case Sensitive is not included in any of these attributes, so we can just add it ourselves.
08:16So I am going to click right in-between here, and following the same pattern starting with
08:21a lowercase and then every word is uppercase, I'll write caseSensitive and then we want
08:29true, right? True means on, false means off, true and then I'll put a comma space.
08:35So now I am following the patterns.
08:37Oops, you see what I did? I added the wrong one.
08:39Well, I guess it's not going to do any harm. Let's get it out of there.
08:43Cut, I want to put it over here.
08:46It makes no difference like what order you put it in, I have found, there we go.
08:50So now it's in the lynda.com one and we don't need that, we'll just delete that.
08:53I usually replace those comments with just the word comment, so you don't have to bother with that.
08:57So I'm saving my changes here.
08:59And then I'll jump over to InDesign.
09:01Now I have saved my change to the actual FindChangeList script. Let's test it.
09:06So I'll say lynda.com and I'll just run it again, Document. Even more! Here's another cool trick.
09:15You can have it format, not just find/change, but you can apply formats, just as you can
09:20with Find/Change. Now it gets somewhat more complicated as we go.
09:24But let's say that every time that lynda.com was mentioned in the text, we want a Character
09:29Style applied to it, let's say bold.
09:32So how do you that?
09:34In the changeTo, in-between these curly spaces, this is where you add your formatting and
09:39to apply a Character Style, you type and you always end these with a comma after the quote,
09:44so comma space appliedCharacterStyle:"bold, right, it has to be exactly how it's written
09:57in the Paragraph or Characters Style.
09:58If you are doing a Paragraph Style, you would say appliedParagraphStyle. That's all. Let's try it.
10:06Save it, come back here, let's start again.
10:09This was Lynda, right? We will run this again.
10:16Now here's an example for this particular document that I want you to take a look at. I saved it.
10:21Let me go to Open Recent > FindChangeList-custom, because I thought this is a perfect use for this.
10:28Usually, if you are a designer and you are running Find/Changes on a Word document, given
10:33to you like this, you have to apply the h1 style here and then go through the Find/Change
10:38and delete every instance of a bracket h1 closed bracket throughout the document and
10:42you have to do that for every so tagged "paragraph", right?
10:46Well, FindChangeByList can do that for you.
10:48Here's what I did, down here.
10:50It's a regular text FindChange.
10:51You're looking for the text string h1, you want to change it to, now I started by saying
10:57nothing, but it left h1 in there.
10:59So maybe there is some another solution, but what I did was I just replaced it with
11:01a space and we'll fix that right up, you'll see in a jiff.
11:05And then I said and apply the Paragraph Style Chapter to h1 because we don't have a style
11:11called h1, we have one called Chapter.
11:12And I did the same thing, deck should be intro2 and h3 should be Subhead.
11:18All right, so let's get these out of here and copy them to my FindChangeList. Here we
11:28go and save it, I am pressing Command+S or Ctrl+S, come back here.
11:33Let's start again, shall we?
11:36Let's delete this, tuck you guy, tuck you over there, we will place the Word document,
11:46everything is set correctly.
11:48There it is in all of its horrible glory and now we open up the Scripts Panel and double
11:53click FindChangeByList.jsx with all of our customization.
11:57It looks like I have one little error here with Deck. I'm not quite sure, let's try and
12:04see what that was.
12:04Oh, I didn't put a capital D, aha! Yeah, so it has to be exactly as it's written in the
12:11Paragraph and Character Styles.
12:12So I'll save, come back here, just run it again and also before I run it again, I want
12:16you to notice, remember how we replaced the found codes with a space?
12:21So now all these paragraphs start with a space? Well, you simply run the same script again,
12:26because remember one of its fixes is to remove the space that starts a paragraph.
12:31So I am going to fix it.
12:33It fixes at this time, but not this one. We can just hit Delete before the first one, there we go.
12:37So there is our Deck and our Chapter head and the Subhead.
12:43With all the FindChangeByList, think of how much time this can save you.
12:47Check it out.
12:48
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062 Embedding images
00:00Here is a nice, sweet, innocent looking layout; an academic catalog for an art and graphic
00:06design school. Ain't it beautiful?
00:08Do you want to see something scary? Are you ready? Are you sitting down? Watch, I am going
00:16to open up the Links panel. (gasps)
00:20If I had a sound effect I'd put like a Hitchcock screaming woman here.
00:24I hate it! This is one of the things I really hate about working with any kind of layout
00:28program because you always have to obsess about the state of the outside original files
00:36that you have linked to in this InDesign file.
00:39I hate seeing these horrible little icons saying missing image.
00:42And by the way, if you don't see this when you have a missing link in your InDesign file
00:46it's because you're not using CS6 yet.
00:48This is actually a very cool feature from CS6 is that it tells you which links are out
00:53of date and which links are missing right on the object.
00:55You don't always have to keep opening up the Links panel.
00:59But I'm not really talking about you know where the cool little stop signs are. I'm
01:02talking about this horrible situation in general.
01:05Now this can happen if you have done a Save As and you've moved your InDesign document elsewhere,
01:13or much more frequently it happens if you rename any of these images, or move them around
01:18to a place were InDesign can't find them.
01:21When you open up InDesign, it's constantly looking for where the original files are and
01:25if it can't find them it does this.
01:28And you can still work, but of course if you print or you Export to PDF, you're going to
01:32get low-res versions of these, just the screen previews.
01:35So let me tell you about what I do to avoid this whenever I can.
01:41I embed my images before I lose them. Check this out.
01:45I have a version of the catalog with all of the links embedded.
01:48But it's just like the other catalog, but when we open up the Links panel, ah, see? If I
01:58could I'd play Vivaldi's Spring from the Four Seasons here.
02:01It's beautiful! No missing stop signs. If I go to Normal view we don't see any ugly
02:05stop signs on any of these. It's the same exact catalog.
02:09How did I end up with this? I just selected the links and I embedded them.
02:14You can select any link, like over here I think we have at least--don't we have one link that
02:17works? Yeah, the Photoshop file here.
02:19I am going to jump to page 1.
02:22This right here is actually--it's found.
02:25While a link is healthy, after you place it, all you do is you go to the Links panel menu
02:31and with that link selected here and you choose Embed Link.
02:36What does that do?
02:38It actually sucks in the entire outside file and save it within the InDesign file.
02:44You can imagine like the InDesign file becomes a zip file, and anything that you embed is
02:51completely encased in that in InDesign file.
02:54It travels with the InDesign file. It's like an editable PDF.
02:58Now it does increase the size of the InDesign file and increases the size of that image.
03:04So if you have a catalog full of high-res images your InDesign file is going to get pretty large.
03:09I'm going to Undo the embedding here, I just press Command+Z, and let's look at the comparison
03:16of these two files; one that has links to images and it doesn't make any difference file size
03:21wise if the links are missing or not, and one that has all of these links embedded.
03:27So we'll come over here and look in my folder.
03:33So the one that does not have anything embedded is 9.7 megabytes, the one that has everything
03:38embedded is 272 megabytes; about a quarter of a gig, so it's kind of big.
03:44Now in this kind of a document I would not embed these high-res images, but I embed all the
03:50time for files that we use in-house, like my training manuals that I give to students, when
03:55I place screenshots in them, I'll just embed those.
03:58Because I don't want to keep track of all the screenshots and you know constantly have
04:02them in a links folder and constantly make sure they're not missing or not renamed.
04:06I just simply save them and you know a screenshot is only like you know a 5K or 10K.
04:10But even so, even if I embedded all these high-res images, what's wrong with a 270 megabyte InDesign file?
04:17You know it's not 1993 anymore. Our computers can handle it. Software can handle it.
04:23Now it's not a perfect solution for everything, of course what is? I mean one thing you're
04:27going to lose is the ability to get automatically updated if somebody edits this outside of InDesign.
04:35If somebody edits the cover in Photoshop and they change the color scheme automatically,
04:40I am not going to know about that, because I have this version embedded in the file.
04:45It's not linked to any outside file.
04:47So that's something to keep in mind.
04:50If you've placed the same image into multiple files and some of those files have it embedded
04:54and some of them don't, then when you're updating that outside file, some of your InDesign files
05:00will get updated and some of them won't.
05:03So the increase in file size and the fact that you don't automatically get updated if
05:07people are editing these outside of the InDesign file, those are the two disadvantages.
05:12Other than that it is a fantastic solution.
05:14Now here is something else interesting, you might be saying, well what if I actually do
05:18need to edit this cover?
05:20All you do is you unembed it. It's so simple. Just select it and then go to the Links panel
05:25and choose Unembed Link.
05:28Whenever you Unembed a link, InDesign wants to know if I can find the original files I
05:33can just link to that, so in other words, I can sort of undo this embed.
05:38But if you don't have the original files, no problem man. I can create them again.
05:43So let's say that I can't find the original PSD file.
05:47Maybe I'm a freelancer and you've given this to me and I need to edit this but you didn't
05:51send along the original files.
05:52How am I going to edit that cover in Photoshop?
05:56So when it says, do you want to link to the original files? I'll just no.
06:00Where do you want me to save that? Well please save it on the Desktop, okay.
06:06And it saves the layered Photoshop file right on the Desktop.
06:10It's the exact sane Photoshop file that it used to be link to. It's not flattened or
06:14anything like that.
06:16You can embed basically any kind of image file that you can place in InDesign, but you
06:20can't embed everything.
06:22Down here at the very bottom you can see I have a PDF that I placed; Amazon Candle Publishing Guidelines.
06:31And that file is 1.1 MB, it's now the baby file, but you can embed a PDF.
06:37However you cannot embed a movie or another InDesign file.
06:42I am going to go ahead and place those two things, which I happen to have queued up,
06:47there is an InDesign file and there is a movie and there is the InDesign file, there's the movie.
06:57And now if I select the movie and I want embed it, Embed Link doesn't even appear as a choice.
07:05Same thing for the InDesign file. If I select the InDesign file which has a picture of an
07:10amoeba inside it, if I select the InDesign file and I go to Links panel menu, can't embed it.
07:16Can I embed this guy? No.
07:19I have to go back to the original InDesign file and embed it within there.
07:22So there are some things you cannot embed, which I don't understand why you can't embed
07:27them. What's the problem?
07:29But for many types of documents, especially in- house work or documents that just have things
07:34like your logo or few graphics, graphics that are final and that really don't need to be
07:39edited outside of InDesign anymore, embedding is the way to go.
07:43
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063 Adjusting leading inside a paragraph
00:00Everybody knows that in InDesign, leading is character formatting, not paragraph formatting.
00:06That is, you can apply leading to a single character and whatever character has the biggest
00:10leading on a line of text, wins.
00:13That's why if I double-click on this text and change its leading, nothing happens.
00:18You need to select some text first.
00:20So I'll double-click on that word and it selects the word and I'll change that, and it changes
00:26the leading, but only for that one line. Not the whole paragraph.
00:30Again, whatever has the biggest leading, wins; the whole line gets that leading.
00:35It's kind of obnoxious because it means you have to select the entire paragraph to change its leading.
00:40You could quadruple-click on it if you're that coordinated, four-clicks and then change
00:45the leading, let's say to 20 points here, and it affects the entire paragraph.
00:50That's a little bit too big.
00:51So let's change this down to let's say 17 points.
00:54All right, now what about this paragraph down here? You'll often see this in magazines and
00:59newspapers that are created in InDesign, because all the lines in the paragraph have the same
01:05leading, except for the last one.
01:07There it is, that last line has the wrong leading. Different than everything else.
01:12But if I select all the text on that line, you'll see that it all has the same leading,
01:16right? So what's the problem? The problem is the invisible paragraph return.
01:21That is actually a character and you can see it by going to the Type menu and choosing
01:25Show Hidden Characters.
01:27It's that character there, the paragraph return, that has the wrong leading applied to it.
01:32You can select that and see that it has different leading than everything else.
01:36Some of us have been complaining for years about this problem that you can have different
01:40leading in different parts of the paragraph because you virtually never want that.
01:44You almost always want all the leading to be the same throughout a paragraph.
01:47Fortunately, there's something you can do about it.
01:49And it's inside Preferences.
01:51In Windows, you find the Preferences dialog box under the Edit menu, but here on the Mac,
01:56we go to the InDesign menu and choose Preferences.
01:58Either way, you want to choose the Type Preferences and inside Type Preferences, turn on Apply
02:05Leading to Entire Paragraphs.
02:07When that's on, nothing changes in your document until you start changing the leading.
02:12For example, I'll click inside this paragraph and I'll change the leading to something else,
02:17let's say 16 points.
02:19You'll see that immediately it changes through the entire paragraph, even though I only
02:23have the text cursor flashing inside the paragraph.
02:26That's the way I like working and I have that preference turned on in virtually every document
02:30I create in InDesign.
02:32But there is one instance where I turn that preference off. Let me show you.
02:36I'll pan up to the top of the page here and why don't I turn off the Hidden Characters.
02:41They are kind of distracting.
02:42And I can see that in this headline, it's kind of loose, so I want to make the Leading
02:46a little bit tighter.
02:48So I'll go in here and click inside and why don't we set this down to something like 60 points.
02:53Okay, I like the way those first two lines look, but this third line, I don't like so much.
02:58It almost looks like it has the wrong leading.
03:00But I know, it can't have the wrong leading, because that preference was turned on, right?
03:04Well, what's going on? This last line has no ascenders, no Hs or Fs or any characters
03:10that would reach up into the space, and the second line has no descenders like a J or
03:16a G that would reach down, therefore we have a big space here that just doesn't look right.
03:21We need to offset that by changing the leading just for the last line of this paragraph.
03:27To do that, I need to go back to Preferences which you can get to by pressing Command+K
03:31or Ctrl+K on Windows, choosing the Type pane and I'm going to turn off that preference
03:36that I just turned on.
03:38When I click OK, again notice that nothing changes.
03:41Turning the preference on or off doesn't affect anything in your document until you start making changes.
03:46So I'll select this one line here and I'll make this slightly smaller.
03:51I just clicked in the Leading field and I'm pressing the Down Arrow key to make that a smaller value.
03:56I'll click off here and we can see that it seems to have more even spacing throughout
04:00the entire paragraph, even though it technically has less leading on that last line.
04:06Now after I make that change to that one heading, I'm going to go back to the Preferences dialog
04:10box and turn that option back on because I want to have it on most of the time.
04:16But I think you'll agree that this kind of fine- tuning is the exception rather than the rule.
04:20We're not going to do that kind of tweaking very often.
04:22So make sure you go back to the Preferences dialog box and turn that option back on before
04:28you continue working on your document.
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064 Placing one InDesign file inside another
00:00You already know that you can place PDFs into your InDesign document, or TIFFs, or JPEGs, or
00:06many other kinds of file formats, but I want to talk about importing a different kind of
00:10file; InDesign files themselves.
00:13That's right! You can import one InDesign file into another InDesign file, and it turns
00:18out that that can be extremely useful.
00:20For example, I am working on my catalog right now and somebody else has been working on
00:24the application form, the form that I am going to be using in my catalog.
00:29Well, I could ask them to export a PDF and then import that PDF in the InDesign, or even
00:35easier, I will just go to the File menu, choose Place, and then choose the application.indd
00:42file itself. That's the actual InDesign file that they were working on.
00:46When I click Open, I get the Place cursor, and now I can click in the upper-left corner
00:50and it places the page in exactly the right place.
00:53Now it's nice to save that intermediary step of having to make a PDF file but even better
00:59this is linked to the original InDesign file.
01:02If I look in the Links panel, I can see there it is, down at the bottom, the original InDesign file.
01:07So if somebody makes a change, and they save it, it will show up as modified here in my
01:12InDesign document.
01:13I just need to update it in the Links panel and that change shows up in this InDesign document too.
01:19I want to point out that this InDesign document is not editable. It actually acts like a picture.
01:24You can even see that because you have the content grabber in the middle of it.
01:28It's just as though I imported a PDF file.
01:31I can't go in and edit the text at all.
01:34It's just a picture, and when I export another PDF or when I print it, it will come out looking
01:39as though I had imported a PDF.
01:41So very nice crisp text, it all works beautifully.
01:45The other cool thing about importing InDesign documents is that I can use the Edit Original
01:50feature. Can't do that with PDFs, but I can come over here in the Links panel and click
01:55on this little Pencil icon or go to the Edit menu and choose Edit Original.
02:01Either way, it will launch the original application, which of course in this case is just InDesign,
02:06so it just stays in InDesign, and it opens that document.
02:09There is the InDesign document, fully editable.
02:11For example, I can grab that logo and I'll move it into the middle, I can select this
02:15text and I'll center it with a Command+Shift+C or Ctrl+Shift+C on Windows, and any other
02:21changes I want to make I can go ahead and make those.
02:24So I will go ahead and save it with a Command+S or Ctrl+S on Windows and then close the document
02:28with a Command+W or a Ctrl+W, and I can see that immediately it's updated in my catalog document.
02:35I don't need to go and click Update or anything, it's just automatically updated right here.
02:40So it's very, very efficient for making changes.
02:42Now there is one other cool trick that I want to show you and this trick involves downloading
02:47a free add-on called LayoutZone.
02:50You can get LayoutZone at automatication.com and they have a very clear step-by-step instructions
02:56on how to install it into your copy of InDesign.
02:59And when you have LayoutZone, you have all kinds of cool features added to InDesign,
03:03but one of the coolest that I think is that you can convert imported InDesign documents
03:08back into editable objects. Let me show you.
03:12I've downloaded and installed LayoutZone, so I can select this InDesign document, go
03:17to my Edit menu and choose from a Layout Zone menu, Convert Zone; and Convert Zone takes
03:25any InDesign document that you have placed and it coverts it back into original objects.
03:31There it is. There is my table. There is my original logo up here. Let me scroll over
03:36so you can see it better.
03:37I can move it around. I can edit my text, and so on.
03:41Isn't that amazing? Automatication has all kinds of really cool add-ons that you should
03:45check out, but this LayoutZone is a must-have.
03:48This ability to import one InDesign file into another opens up all kinds of ways to make
03:53your workflow more efficient whether you work on your own or within a group of people.
03:58
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065 Creating bookmarks for PDFs
00:00When you open up a PDF in Acrobat or in Reader, it's a lot easier to navigate if the person
00:06who created the PDF was thoughtful enough to include bookmarks.
00:11Here is the InDesign CS6 user manual for example, which as you can see, 738 scintillating pages,
00:18but if you open up the Bookmarks panel in Acrobat or in Reader, you say, ah, it's a
00:23lot easier. Here is where they talk about Tables.
00:25And there is a disclosure triangle, so if I want to see all about Formatting tables,
00:31that's one example.
00:33Another example is in the Print & ePublishing Conference that InDesign Secrets puts on every
00:38year. Here is the attendee handout from the 2012 conference in San Francisco.
00:44You see there are 440 pages all worth of handouts, but because there are bookmarks, it makes
00:49it a lot easier for people to find their way around.
00:52So like in conference info, getting around, here is the schedule getting around the conference.
00:57Here is the floorplan, and so on, and then the actual handout themselves, iPad and Android
01:03tablet publishing with each session has their own handout right there.
01:07So there is another one, PDF for iPad and tablet by David.
01:11These bookmarks are possible to create right in Acrobat. You can go to the Bookmarks panel
01:19and create new ones right from the menu here, but it's a lot easier to do them automatically
01:24in InDesign, and you can do that.
01:27Here is one that I created from the Roux catalog that we've been looking at in a lot of these
01:33InDesign Secrets videos where the person who opens up the catalog, a perspective student,
01:38could quickly click and it would jump them to the page where that class was.
01:42So this is designing a basic digital character and here it is right here.
01:47The bookmarks work by just bringing you to the page, where the bookmark is.
01:51So this is a same page, so we are not moving, creating a Flash game is the same page, but
01:56stop motion animation is on the next page.
02:00Let's go ahead and create this in InDesign.
02:03The fastest way to do it is to create a table of contents.
02:07Now you don't have to have a table of contents in your document, you could put the table
02:12of contents out on the pasteboard.
02:15But the point about creating a table of contents is that you have this wonderful little check box
02:20right here, Create PDF Bookmarks.
02:23So just go to the Layout menu, choose Table of Contents, and you can see that I have already
02:29done that in this document.
02:31All you do is you drag or you chose Add for the different styles that you want to include
02:36in the table of contents.
02:38Now we don't need the Address block to be a bookmark, right? We don't need every single
02:43paragraph styled with body to be a bookmark, but we do want every paragraph with the paragraph
02:48style of the drawing department to be a bookmark.
02:51And also we want a course name for each one of these to be a bookmark at the second level.
02:59So you can see that if I select this and I turn on More Options, this one is Level 2,
03:04so it's indented.
03:05If we jump back here you can see that the Level 2 bookmarks are indented from their
03:11heading bookmark.
03:13This gives you the little disclosure triangle.
03:15You need to remember when you create a table of contents other than bringing over the styles
03:20that you want to include as a bookmark, is that you have to turn on Create PDF Bookmarks,
03:25otherwise it's not going to happen.
03:26Now when you create table of contents and you click OK, and you'll always get "do you
03:31want to include items in overset text?" No, I don't care about that, and it says it's
03:36been updated successfully.
03:38Now what is that about? Well that's because there is already a table of contents in this
03:42document and the table of contents is right here.
03:46If I deleted it, say that we didn't want a table of contents, then we come back up here
03:51and we say table of contents, OK.
03:55Then it loads table of contents in the cursor where you would place at some place.
03:58And if you didn't want to actually use it your document, you're just using it to force the building
04:03of bookmarks you could drag it out on the pasteboard.
04:05And probably it won't look as pretty as this if you didn't take the time to actually format
04:10it. Don't worry about it.
04:11Now by the way, when you turn on Create PDF Bookmarks, it will also populate InDesign's
04:17own Bookmarks panel.
04:18What? You didn't know that InDesign has a Bookmarks panel? Yes, it does.
04:22Go to the Window menu, go down to Interactive and choose Bookmarks, and Bookmarks has been
04:27part of InDesign for a while now.
04:29You will see the exact same settings that we saw in the PDF.
04:34It has pulled the paragraph styles that we asked it to, and it has included the Level
04:392 paragraph styles as well, the names of the actual classes.
04:42And notice that wherever they type the word ANIMATION, and you can double-click this by
04:48the way, you can double-click all these entries in the Bookmarks panel just like you can click
04:51the Bookmarks in a PDF; you can use it for navigation.
04:55So here where it says, ANIMATION, they apparently typed it in as all caps, whereas Drawing and
05:01Applied Arts down here, they typed it in as upper lowercase and they are just using styles to format it.
05:08If you wanted this to be upper and lowercase, you can either correct it here and then regenerate
05:13the table of contents, or you can simply edit the bookmark itself, so we can just click
05:18once on here, just like you are renaming a layer and say Animation, you could even add
05:25other terms like Animation Classes.
05:27It doesn't have to match this exactly.
05:30Now let's export this to PDF, and by the way, bookmarks work either if you export to Print,
05:37or you export to Interactive, which I thought was very interesting, and it'll work for either kind of export.
05:44Let's do the Interactive one for now.
05:45I am going to save this out to the Desktop, and I actually don't want Spreads, so I am
05:50going to say Pages, and we'll leave everything at the default, click OK, that's fine.
05:59And then it opens up in Acrobat, which is my default program for opening up PDFs.
06:04Take a look at the Bookmarks panel and there you go.
06:07Animation Classes just like what we wrote in InDesign.
06:11So it is bringing in all of the bookmarks from InDesign and what populated the Bookmarks
06:16panel in InDesign was the table of contents.
06:20Now if you ever need to update the PDF, if you have a taken the trouble to create your
06:25TOC, then it's not a big deal.
06:28You can just find a table of contents and select it, and then you can choose Update
06:36Table of Contents, and then re-export it remembering to include PDF bookmarks.
06:41If you export to Print, like High Quality Print, we will just call this print and don't
06:48forget to turn on Bookmarks down here otherwise they are not going to appear in the print example.
06:55One last thing I would recommend, something that InDesign cannot do, but if you are creating
06:59bookmarks in your PDFs, make them easily discoverable by going to Acrobat's Properties menu, going
07:08to Initial View and saying that the Navigation tab should be the Bookmarks panel and the Page.
07:16So that when it first opens, the Bookmarks panel automatically opens as well otherwise
07:20a lot of people are going to miss the beautiful work that you did in your bookmarks.
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066 Customizing the story editor preferences
00:00Often after you float in a really long story into an InDesign document and you've
00:05applied a lot of formatting to it, I am zooming in here so we can see this, you need to do
00:10some editing to it.
00:11And sometimes it's just too much of a pain to edit wallets in place right here in the layout.
00:16You've short lines and the layout is constantly shifting left and right, and you're constantly
00:20having to drag over and find where the new places where you need to edit.
00:26In those cases, you want to use the Story Editor.
00:28A lot of people don't even know that the Story Editor exists, and briefly it is another window,
00:33another alternative view of the contents of a story, and a story is the contents of a single text frame.
00:39So here if I select all with Command+A or Ctrl+A, that's single-story.
00:44If I select here Command+A or Ctrl+A, select all, that's a single story.
00:49But in a story like this that's threaded from frame to frame, you can see I've turned on
00:53Show Text Threads so you can see the story continues from frame to frame.
00:57If I click in here with my Type tool and choose Select All, it selects all the contents of
01:02that story, that's a single story.
01:05The story editor lets you edit a single story at a time in a different window.
01:09And why would you ever want to do that? Because it's a lot easier to do it in a single scrolling
01:14window, especially for a long story.
01:16So if we go to the Edit menu and go down to Edit in Story Editor, it opens up a window
01:22reflecting the active story, and the active story is the one that was selected when you
01:27chose this command.
01:29Anything you do in the Story Editor immediately affects the layout; basically it's just two
01:32different views of the same file.
01:35But if you use the Story Editor as is, like how it comes out of the box, then you're crazy.
01:41Because I think that this is very difficult to edit. Look at the typeface, it's monospaced.
01:47The lowercase Ls like here in the word platform, they look like the number 1.
01:54You can't see when something is bold or italic or bold italic.
01:57You know it's kind of one of the points of the Story Editor is that it just shows you
02:00the pure text without a lot of formatting.
02:03But you are supposed to be able to see when something is bold or not, and because of the
02:07typeface that Adobe chose as the default typeface for the Story Editor, it's really hard to tell.
02:13So I want to show you how you can edit your Story Editor Display Preferences to make this
02:17feature in InDesign much more useful.
02:19I am going to close this up. We're going to go to Preferences for the Story Editor.
02:25So on a Mac that would be under the InDesign menu, choose Preferences.
02:29On Windows it's the last item under the Edit menu, go to Preferences, find Story Editor
02:35Display right there.
02:36And we can see that they choose a letter Gothic Standard 12 point as a default.
02:41And I say don't use letter Gothic Standard, choose something else like Minion Pro is a
02:45great one or Myriad Pro; two free open type fonts that come by default installed with InDesign.
02:52I'll choose Minion Pro.
02:54Now as soon as you choose a different font you'll get a Preview here in this little window
02:59that says Sphinx of black quarts judge my vow.
03:04And it's not telling your future or anything, this is a pangram. It's a sentence with every
03:09character of the English language in it, so if you're looking for a typeface where the
03:15Gs are very legible then you can always just keep your eyeballs right here and choose different typefaces.
03:21You can also increase the size of the typeface. Now this is only text display in the Story
03:26Editor, I am not really changing the formatting of the layout at all.
03:29And I often will change this larger, too bad this doesn't give you preview of the larger size.
03:34You can change the line spacing. I leave mine at single space but you can choose one of these.
03:38I kind of think it's interesting how this is written out, kind of like you know word
03:43processor Es. Instead of leading, they are calling it line spacing.
03:47This is interesting. You can change the color of the text and the background.
03:51That's black and white by default and it's actually a theme called Ink on Paper.
03:56But you could choose a different theme, how about Amber Monochrome or Terminal.
04:03I actually know somebody who wrote an entire book in Story Editor using this theme.
04:09And he insists that it was much easier than the default Ink on Paper theme because he
04:15wasn't staring at this bright white monitor all day. It was much easier on his eyes and
04:18I could see his point.
04:20But I think I would just change the background to something that wasn't white, like may be Canary.
04:26That's kind of nice right? It's kind of like cream colored paper.
04:30Now you can't save your own themes but at least you can go head and change the text
04:34color and the background to whatever you'd like.
04:36So the text color we could make it lime. That's much easier isn't it? Okay, I am going to go back to black.
04:44Anti-aliasing is on by default and you can choose what kind of anti-aliasing, so this
04:49is would be for laptop monitors or you could choose Soft Anti-aliasing and you get a little
04:53preview here. I'll just leave it at the default.
04:57But here's something I really love too and I wish we could do this layout is that you
05:00can change the cursor.
05:02So it's a lot easier to find a cursor if it's barbell for example than standard.
05:07And you can choose whether or not the cursor should be blinking.
05:11This level of control I love this. Like I said, I wish we have this in layout.
05:15So I a going to leave my Story Editor displays as is, and I am going to make sure my cursor
05:20is blinking in this long story.
05:23Go back to Edit in Story Editor which is Command+Y or Ctrl+Y, and there you go.
05:28You can make this window large. You can even put it right inside the document well up here,
05:33and now I can actually see the type a lot easier and it's not so hard on my eyes with
05:38the white background.
05:40So I'll close the Story Editor window and I'm back to my layout.
05:45The next time that you want to edit a long story, that's highly formatted in the Layout
05:49view, why you don't you think about switching to the Story Editor view, where you can see
05:53the entire story in one long scrolling window.
05:55And if you're going to be spending any time in there more than a minute, be sure to go
05:59to Story Editor Preferences and choose a better typeface at least.
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067 Setting the size of text exactly with this free script
00:00You know what's really hard in InDesign? Setting the size of this text so that it's exactly 60 points tall.
00:07You would think it would be easy, right? You think you could just choose the Type tool,
00:11select the text, and say make it 60 points tall.
00:14But is it really 60 points tall? Let's find out.
00:17I am going to use my little measuring stick called an empty frame.
00:21I'll grab this Rectangle Frame tool and simply click, that forces the rectangle dialog box
00:26to appear, and I can say give me a frame that's exactly 60 points by 60 points.
00:31It's a little trick for getting a measuring stick.
00:35I'll bring this down and zoom in to like 600%, and I can see that this text is definitely
00:41not 60 points tall, it just isn't.
00:45So what did I set to 60 points? Well, I set the slug of text to 60 points. The slug is
00:52everything that includes the ascenders and any descenders.
00:56For example if I type a G in here, we can see that the ascenders and descenders have
01:00to be included in that 60 points and indeed, they are.
01:04I'll move that box over and you can see that all of that gets included in the 60 points,
01:09but that's not what my art director said! My art director said, I want that a to be
01:13exactly 60 points and that's what's hard.
01:17Fortunately, I have a script that will make it really easy.
01:20I wrote the script up here on our site indesignsecrets.com, it's called Set the Size of Text Exactly.
01:27You can read about it and download it simply by clicking on the download it here button.
01:31Once you download it, you need to install it. Let me show you how.
01:35I'll go back to InDesign, I am going to go to the Window menu and choose Utilities > Scripts.
01:41The Scripts panel appears and I can right-click on the User folder and choose Reveal in Finder.
01:46On Windows, it would say Reveal in Windows Explorer.
01:49I want to put the script that I downloaded inside the Scripts panel folder, not the Scripts
01:54folder, but the Script panel folder.
01:56So I'll double-click on that to open it.
01:59Here in my Downloads folder, I can see the script, except that notice that it added a .txt at the end.
02:05That happens sometimes, it's unfortunate.
02:07I need to change the name and remove the .txt.
02:12InDesign scripts must end with .jsx or .js, but definitely not .txt. There we go.
02:18Now I have got a script that I can drag into my Scripts panel folder, I will go back to
02:22InDesign and you'll see that it immediately shows up in the Scripts panel right here in the User folder.
02:29To run the script, first select some text. I am going to get rid of that g, I don't want
02:33that in there, and I am going to select that whole word, aardvark and double-click on the script.
02:39When I do that, it says how large do I want the character to be.
02:43I want it to be 60 points based on the letter a. That is, the a is going to be exactly 60 points large.
02:50It automatically converted this into millimeters, but that's okay.
02:54So I'll click OK and I'll zoom back and we'll see that the text is in my text frame.
03:01I better make this frame a little bit larger now, there we go to fit the whole text and
03:05let's check it out now. Let's see without ruler, is this 60 points? Yes, exactly 60 points tall.
03:13Now sure, it's not every day that you need to set text to be an exact size, but when
03:18you need it, you really need it.
03:20So this script is one of the many that I keep in my Scripts panel ready for any situation
03:24where InDesign's features just don't go far enough.
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068 Using Gravity to simulate perspective
00:00InDesign lets you transform text and objects in a variety of ways including scaling, rotating,
00:06and skewing them, but there's no way to apply the effect of perspective to an object, like
00:11making this text appear like it's on a plane extending into the distance.
00:16And Illustrator can do it, but not InDesign, but InDesign does offer a way that you can
00:21kind of fake it, especially if you want to affect text. Let me show you.
00:26To apply a fake perspective effect, I need to put my text on a path.
00:30So I am going to grab my Pen tool and I'm going to click, then Shift+Click and then,
00:36this is the weird part, click again.
00:39So I get kind of a pseudo- triangle effect going on here.
00:43Now I will select my Type tool, grab all that text with a Command+A or Ctrl+A, cut it, switch
00:50to the type on a Path tool and click on my path.
00:54Finally, I'll paste with a Command+V or Ctrl+V. It's the same text but it's on a path now,
01:01and that allows me to apply a pseudo-perspective effect.
01:05To get the perspective, I will switch back to my Selection tool, go to my Type menu and
01:10choose from the Type on a Path menu, Options.
01:14There's nothing in here that says perspective. Instead, you need to remember to choose Gravity.
01:20Gravity is the effect that gives you the look of perspective, and I'll click OK and you can
01:25see that the text is now looking like it's on a plane that's going off with perspective.
01:31But how do you control that perspective?
01:33Well, that's what this line out here is all about.
01:36I am going to switch back to my Direct Selection tool and click on a place where there is no
01:40object so I can deselect everything, because that makes it very easy for me to hover on
01:45top of the end point and click and drag, and when I click and drag you'll see that the
01:50perspective changes.
01:52Click and drag down and you get this really intense effect, or click and drag up and you
01:58get less perspective.
02:00What's going on? Well it all has to do with this center point.
02:04The gravity effect means point all the text, skew it toward that center point.
02:10Wherever the center point is that's where the text is going to be aiming.
02:14So by moving this point, up or down, I actually move the center point.
02:19If I move it way over here to the left, you can see that the text kind of perspectives
02:26off to the left. If I move it to the right, I get the opposite effect.
02:31The key is, don't pay attention to the side handle, just pay attention to that middle point.
02:37Now of course when I have the effect the way I want it, I want to get rid of this black line.
02:41I don't want the path itself to have a thick line on it, so I'll change the Color to None.
02:46There we go. As I mentioned, this effect works because each character in the text is skewed
02:53or scaled slightly differently toward that middle point, but that means that if you only
02:59have a couple of characters it's not going to work so well.
03:02This works best when you have a bunch of text on a path, and by the way, I do want to thank
03:06Rufus Deuchler for discovering this trick some years ago. While it has some significant
03:11limitations, it really can come in handy sometimes.
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069 Fixing the overflowing text frame problem in EPUBs
00:00Adobe giveth and Adobe taketh away. Sometimes Adobe giveth too much, and such is the case with
00:08some EPUB features in InDesign CS6.
00:10Now this is just an issue that affects CS6 users.
00:15Let me show you the issue and then show you the fix.
00:18So the document that I will be using is a very short ten page book, so you can see the
00:25cover, title page, and some text.
00:29The bad boy here is this guy.
00:31Let's zoom in. It's a pull quote. It's an anchor text frame. Looks to be nice.
00:35Now what is wonderful, what Adobe have giveth us in CS6 is the new ability to retain a lot
00:44of the formatting of anchor text frames.
00:47Before when we export this to EPUB, InDesign would just make this into another paragraph
00:53and it would put tags around it so that you can edit the CSS file to make a purple background
00:59and you know, a certain width and height, and so on, but you don't always have to redo the work.
01:05And now in CS6, when you export a file to EPUB, InDesign retains a lot of the attributes
01:12of these anchored text frames, such as if the text frame has a stroke and how wide that
01:17stroke is, if there is a background color, so on.
01:21But it does a little too much so let's see what happens.
01:24I'll export this to EPUB from File > Export > EPUB and we are just going to use a very
01:32simple TOC Style, everything else here is the same.
01:35The images are at the default. We are going to split the document at the Chapter Number,
01:40so we get a new HTML document when this chapter starts here, and that's it. So let's say OK.
01:46It opens up in Adobe Digital Editions which does not know how to properly size a cover
01:52image, so I am going to go into small. Okay so there is our cover, I don't know why it's
01:56looking like that, but that's what it is.
01:58The title page, Chapter 1, and you might be saying, what's wrong? Well, other than the
02:04fact that it's left-aligned, well right.
02:06It's still not smart enough to keep this center aligned but that's an entirely different topic.
02:10Looks fine right, but what happens when I resize the type as of course most readers
02:15wont to do because that's one of the features of an EPUB.
02:18If I go to Medium--whoa what is happening here? Why is the text over flowing? And if
02:24I went to Large it would be even worse.
02:26Well actually it's not that bad but Medium was bad.
02:31Let's go back to Medium. There you go.
02:34The problem is that in the CSS file that governs the formatting, InDesign included the width
02:41and the height of this text frame in pixels.
02:45Not thinking that many users will be resizing the type itself so that when you resize the
02:50type, it doesn't automatically resize the frame that contains the type.
02:55That is the problem.
02:56It was not an issue before because people who are doing the CSS would never set a height
03:02for the pull quote, or the side bar, or whatever it is that they are anchoring inside the text stream.
03:09Now here is how to fix in CS6.
03:11Select any kind of anchored text frame, and then go to Text Frame Options, our friend
03:18Command+B or Ctrl+B, go to Auto-Size, which is a new CS6 feature, and turn Auto-Sizing on
03:25for any anchored text frames.
03:28Just Height Only, right, we don't want it to grow width wise, Height Only and anchored
03:32at the top. Here is little preview, so that it won't move, hopefully it won't adjust.
03:38If you had a bunch of extra space underneath here, then you might see it snap up.
03:43But because it's fitting perfectly, it's not changing in size at all.
03:48That's all you do.
03:48Now by turning on Height Only Auto-Size, when you export this to CSS, InDesign will set the
03:55height of this frame to Auto.
03:57So that as the user resizes the type, the frame will also resize in height.
04:02Let's say OK and export this to EPUB.
04:06We will replace the existing one, same settings, and make this small, there is the Small, let's
04:17make this Medium and there you can see that it resized itself, and it does so for any size
04:22that you make the type.
04:23So there is the feature, the fact that it retains a lot of this formatting and there
04:27is the fix for the feature; how to make it not retain some of that formatting, like the height.
04:32Use our friend Auto-Size and turn it on to Height Only, and you know what? You might as
04:37well include it in Object style for your anchored text frames because you can include that setting in an Objects style.
04:43Take a quick peek, here Object Style, Auto-Size options, Height Only.
04:50So you could call this pull quote and apply it to any anchored text frame, so you don't
04:56have to keep opening up different dialog boxes.
04:58There you go.
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070 Ten uses of the Story Editor
00:00If you read the InDesign Secrets blog or listen to our podcast, you probably know that David
00:05and I frequently refer to the Story Editor in InDesign, but I thought I'd do one video
00:10just dedicated to all the different ways that you might want to use the Story Editor.
00:16Let me give you a quick review of what the Story Editor is all about.
00:21It is another view of a particular story.
00:23So if you click inside of a story, the contents of a text frame, and you go to Edit >
00:29Edit in Story Editor, you'll see the contents of that text frame in another window, and any
00:33changes that you make here--if you say Each seminar--automatically gets updated in the layout.
00:40So it's just another way to edit stories, a way that is often simpler than editing in
00:45the layout because you do not see the same formatting.
00:48You get to choose the type face and the size and the background for this editing window,
00:53and you do that in Preferences.
00:55So if mine looks a little different than yours, it's because I've already tweaked it a couple of times.
00:59Let me show you ten things that are very cool about the Story Editor that really don't have
01:03anything to do with editing a story.
01:06Let's start with number one, here we have some color type.
01:09I'm going to zoom in a little bit with Command+Plus or Ctrl+Plus.
01:13Has this ever happened to you, you have some type and you want to change the color?
01:17So you do that with Swatches, right?
01:20And let's say, ah, I don't like this blue, so I'm going to select all this and I'll change
01:24the color to tangerine.
01:27Does it look tangerine to you? No, it looks blue, right?
01:30So you have to click off and look, oh no, let's do light.
01:33I'll select all, let me try the lavender. Is that lavender to you?
01:37No, it's green, of course, because when you select text, the color of the selection is the complement.
01:42So I'm going to click off, and here is one use for the Story Editor.
01:47I'm just going to be pressing the keyboard shortcut for the Story Editor from now on,
01:51which is Command+Y or Ctrl+Y, and it's actually a toggle.
01:54It jumps you between the Story Editor window for the active story and then back to the
02:00layout, nice and easy to remember, one keyboard shortcut.
02:03So I'll press Command+Y, and now up here I'll select all this text and I'll change the color
02:09to--let's try this pale yellow, give it a second, and it updates right here in the layout
02:14in the actual yellow color. Let's try the lavender again. That looks good!
02:20So you see that even though you're working in the Story Editor, you can still--as long
02:24as you select the text in the Story Editor--format it, color it, do whatever it is that you need to do.
02:30Anything that you do in the Story Editor immediately affects the layout, because you're essentially
02:34editing the same content, just in a different view.
02:36If the selection is messing up my preview, I jump over to the Story Editor with a quick
02:41Command+Y or Ctrl+Y and do my editing there.
02:45To close this, I can press the Escape key or Command+W or Ctrl+W, or like I said before,
02:49just press Command+Y or Ctrl+Y, which pops the layout back to the front.
02:54Number two: we have a caption that somebody decided would look better if it was rotated,
02:59little hard to edit, especially if it's small type like this.
03:03Command+Y or Ctrl+Y, edit it right here, Students in the Digital Design, immediately updates right here.
03:10It looks a little rough until you actually press Command+Y or Ctrl+Y again and then you go to Preview.
03:17How about applying tags?
03:18I'm going to open up the Window Menu and go to Utilities > Tags.
03:24So here we have some XML Tags, and our IT people, or our workflow people, our publication
03:29manager, wants us to start doing things like if it's a prerequisite we should select the
03:34prerequisite and say that is prerequisite.
03:36Now, in the layout you see these tiny little brackets.
03:39In fact, I've actually applied a whole bunch of these to this class right here, classname, description, and so on.
03:48Really easy to accidentally delete one of these brackets and then mess up the tagging.
03:53Instead, if you're doing any kind of work with XML tagging, do it in the Story Editor.
03:58Notice also that wherever your cursor is, that's where your cursor will be in the Story Editor.
04:03So a little tip, I usually make a selection of text in the layout first so that when I
04:08press Command+Y or Ctrl+Y, that same text is selected, see up here?
04:13Now you see the opening and closing tags for the XML.
04:16It's really difficult to accidentally delete these guys.
04:20So if I want to select all this without accidentally selecting the tags, it's very easy to do.
04:25Right here, this is the time, so I click time and it adds the tags.
04:30So if you're ever working with XML tags, do so in the Story Editor, it's a lot easier.
04:34How about footnotes?
04:36When you add a footnote, 3D is in Fall, so this is the footnote reference up here, and
04:41here's the footnote down here.
04:42If you're working in the Story Editor, the footnote is right here in line.
04:48So if I want to add a footnote like say right here, I'll just go to Type > Insert Footnote,
04:55and it appears right next to that, Despite that--Or maybe, because of the--I don't know
05:01what I'm writing here, but it's another footnote and it appears right in line, and you can
05:05click the left and right edge to collapse or expand it.
05:08If you're doing a lot of footnote work in InDesign, check it out in the Story Editor,
05:13it's a lot easier to work with.
05:15The footnote frame appears right next to the reference, and in fact, the frame hands the
05:20reference number in it. You see that little 1 and a little 2?
05:24Now, you might be looking at another frame right here, and this is called a note.
05:28And let me get a little text insertion bar.
05:33If you go up to the Type Menu and you choose Notes > New Note, then you can type a non-printing
05:40comment to the story. Why is this better in Story Editor?
05:45Because, see if you can find these notes in the layout here.
05:49Let me just make a little selection. I always make a selection before I switch views.
05:53I'll press the keyboard shortcut Command+Y to jump back to the layout.
05:57Look at these new icons, they're very small, and if I were looking at it in Fit Spread
06:03in Window, Command+Option+0 or Ctrl+Alt+0, they can be almost impossible to find.
06:10But all I need to do is click anywhere in the story, press Command+Y or Ctrl+Y, and
06:15there is my notes, really easy to see right in line, just like the footnote.
06:20Here's another interesting thing, what is this?
06:22This is a hyperlink, a hyperlink from Microsoft Operating System.
06:26Let's select this, go to the layout, there it is selected.
06:30I'll press Command+Plus or Ctrl+Plus, Microsoft Operating System, and it is leading to lynda.com.
06:37If you're looking to see where the hyperlinks are in a document, you can easily open up
06:42the Story Editor and look for these little link icons surrounding text that's hyperlinked. So useful!
06:50Go back to the layout, how about this feature that was added in CS5 called Track Changes?
06:57That's the way, just like in Microsoft Word, when you want to see who has made which change to a document.
07:02Let's zoom in on this little story here.
07:04In InDesign, you go to Type, go down to Track Changes, and you Enable Track Changes in this
07:10Current Story or in All Stories. We'll say Current Story.
07:13I've turned it on for this story, and I'll delete the word other and change it to more.
07:19Where are the Track Changes?
07:21Open it up in Story Editor, there is your Track Changes.
07:23You can only see track change markup in the Story Editor.
07:28Another interesting use that I have found for the Story Editor is when I'm working with
07:32inline or anchored objects. I have one on this spread here.
07:38Let's zoom in a bit. Do you see this frame?
07:41Let me switch to Preview Mode, and then you see this is how it works.
07:45And if I edit this text, it floats with the text flow.
07:48So that's a very simple, basic thing in InDesign is an anchored frame.
07:53But what if I want to move it somewhere else?
07:55Of course, I could try and figure out how to do that with my Type cursor and try and
08:00get just the anchored frame and so on, or Story Editor to the rescue.
08:04I jump over to the Story Editor, there is my cursor, I have some Track Changes in the
08:09story looks like, and this little anchor icon means that there is an anchored object here.
08:15Now, you can't tell what the anchor is. You have to go back to the layout.
08:19Let me select some text and jump back to the layout to look.
08:22But what I like about this that sometimes I'm working with stories that have lots of
08:26little anchor dingbats and things like that and it's just a lot easier for me to move
08:30them around or to make a selection immediately before or after them right here in the Story Editor.
08:36So if I wanted this pull quote to be elsewhere, I could just triple-click here and then drag
08:41and drop it to another location. Let's move it down a paragraph, there we go.
08:47I have Track Changes turned on, which is why you see this appearing as a track change.
08:51So remove from here and add it here.
08:54Let's jump back to the layout, and you'll see there it is, it's been moved over.
08:59By the way, if you want to edit the contents of an anchored text frame or an inline text
09:04frame in the Story Editor, you need to select inside there first and then press Command+Y
09:09or Ctrl+Y, and then you'll be able to edit those contents.
09:13Let's zoom out and go back to Normal Mode, and come over here, and do you see what's happening here?
09:20We have some overset text. How do you see that text?
09:24Do you have to create a new page? Do you have to put this on the pasteboard?
09:26Of course not, you have the Story Editor.
09:29Click near the overset, press Command+Y or Ctrl+Y, and all the text that has a red line
09:35next to it is overset. So this is completely editable.
09:39I might decide to completely eliminate this, or maybe I'll say I can make this really short
09:44and this really short and get it to fit. Let's turn off the Track Changes.
09:49First, I'll Accept All my Changes and then turn off Track Changes, like that.
09:58So you're trying to get this to fit.
10:00You can do all of your copy fitting right inside the Story Editor.
10:03What's great about this is that you don't have to mess up the layout at all, you don't
10:06have to widen any text frames or create a fake additional page in which to thread the
10:12overset text onto, you can do it right here.
10:14So if I deleted this, there you go, it fits beautifully!
10:20And that was number nine, and number ten is related to overset, but it has to do with
10:25tables that are overset.
10:27Look at this table, it's a beautiful table, but there's too much text to fit in the cell.
10:32Let me select the row.
10:36Because this row has been set to an exact size, it's not going to automatically grow
10:40if we add too much text, and so we end up with overset text.
10:45How are you supposed to access this? Of course, now you know, the Story Editor.
10:49Select some text in the table, press Command+Y or Ctrl+Y, and there it is.
10:55The interface for showing a table in the Story Editor takes a little getting used to, I do
10:59admit, but once you do get used to it, you notice that every row is labeled, and if you
11:05have multiple columns in a row, you see them one right after the other.
11:09So a row that doesn't have multiple columns means that somebody merged all the cells.
11:14So if we scroll up a bit, here is the overset text, Principles of Good Interface Design,
11:19that's overset in that cell.
11:21So I'm going to delete this and see if we can get something to fit. That's perfect!
11:26There we go, the red line is gone, we close this us, the red dot is gone, everything perfectly
11:32fits inside the table cell.
11:34So there you have it, ten great reasons to use the Story Editor in InDesign.
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071 Moving an object: Ten ways!
00:00One reason that I'm so efficient in InDesign is that I know how to do the same thing several different ways.
00:06That sounds boring, but it turns out to be really helpful because I can pick the most
00:10efficient way to do something in any situation I find myself in.
00:14Take moving an object, everyone knows you can select an object and just drag it around your page.
00:20But did you know there are at least nine more ways of moving an object precisely on your page?
00:25Let me show you.
00:26First, if you want really precise movement, you can use the arrow keys on your keyboard.
00:31Every time you hit the Arrow key, it's going to move 1 point.
00:33I'm pressing the Up Arrow on my keyboard and it moves it up 1 point at a time, left, right, down, and so on.
00:40If you need to move it in larger increments, try holding down the Shift key, Shift+Arrow key
00:45moves 10 times that increment or 10 points.
00:49If you need really tiny fine increments, then use Command+Option or Ctrl+Alt on Windows.
00:54Now, it's moving in 10-point increments.
00:57It's so small, you can barely see it on the screen, but you can see the measurements move in the Control Panel.
01:03Now, why do the arrow keys move in 1-point increments?
01:06Because that's the way the Preferences are set up.
01:08You can change that.
01:09Press Command+K or Ctrl+K on Windows, choose the Units & Increments pane, and change the Cursor Key setting.
01:16If you want it to be quarter-point, change it to quarter-point, if you want 10 millimeters, change it there.
01:21It's up to you.
01:22I'm going to leave it set to 1 point though. I like that.
01:25Okay, method number three to move an object is to double-click the Selection Tool.
01:29When you double-click, you get the Move dialog box, and you can type in exactly where you want things moved.
01:34I want to move this over, let's say, 4 millimeters, and I want to move it down 10 centimeters.
01:40Hit OK, and boom, it does it, very precise.
01:44Another precise way to move objects is to use the Control Panel.
01:48Just change the X and Y fields at the top here. You can change this to any value you want.
01:53I'll change it to 400 points, or you can even do math if you want.
01:57Down here in the Y field, I'll just type +3 inches, hit Enter, and it moves it down and over.
02:04What if I wanted to center that circle in the page?
02:07Easy, cut it to the clipboard with Command+X or Ctrl+X on Windows.
02:11From the View Menu, choose Fit Page in Window, or press Command+0 or Ctrl+0, and then paste, Command+V or Ctrl+V.
02:19Because pasting always pastes in the center of the window and because the Fit Page in
02:23Window always centers the page in the window, that centers the object on the page.
02:29Method number six: use the alignment features.
02:32There are normally alignment buttons up here in the Control Panel, but because of the size
02:36of my screen right now, I don't see them.
02:38So, I'm going to have to go to the Window menu, choose Object & Layout, and then choose Align.
02:43And inside the Align Panel, I can align this object to anything on my page.
02:47I need to use the Align To pop-up menu here to tell it what to align to.
02:52If I had more than one object selected, I could choose Align to Selection, or I could
02:56choose Align to Margins, Page, or Spread.
02:59Let's say I want to align this to the left edge of my page.
03:02Just choose that and click Align Objects, and it moves it exactly to that location.
03:08In InDesign CS6, you can also align to any key object.
03:11For example, I'll Shift-click on this group of objects over here, so now both of those
03:16things are selected, and I want to align the top of the circle to the top of this group.
03:20To do that, I change this to Align to Key Object, and then I click on the thing that
03:25I want to be the key object, in this case, this group.
03:28You'll see that it's highlighted in blue.
03:30Now, when I click on the Align to Top button, the circle aligns to the top of the key object.
03:36Okay, let's look at the seventh way you can move an object on your page.
03:40I'm going to use the Gap Tool.
03:42I love the Gap Tool because it allows me to resize or move an object based on the space
03:47around the object rather than the object itself.
03:50As I move the cursor between the circle and the edge of the page, you'll see that space
03:54highlights, and I see this arrow.
03:56That indicates that I'm changing the amount of space between the circle and the edge of the page.
04:02If I simply click and drag here, I'm going to resize the circle.
04:06Oops, I don't want to do that, and in fact, I move my page.
04:10Let's re-center that again. There we go!
04:12Instead, why don't I undo that, Command+Z or Ctrl+Z on Windows.
04:15Instead, I'm going to hold down the Option or Alt key when I drag.
04:20That's a secret trick for move the object instead of resize the object, Option or Alt-drag,
04:26it moves that object by changing the amount of space between the object and the side of the page.
04:33Moving an object, number eight, you can use the Transform Panel, Window > Object & Layout > Transform.
04:41If I select the object with the Selection Tool, you'll see the X and Y positioning of
04:45that object here in the Transform Panel.
04:47But honestly, this X and Y is the same as the X and Y in the Control Panel.
04:51So, I'm not sure why you would use the Transform Panel.
04:54I suppose if it happened to be right in front of your face, you might use it.
04:57So there you go, now you know.
04:59Moving object number 9 is to transform it using Rotation or Skew.
05:04In this case, I'm going to rotate this object so that it shows up on the other side of the page.
05:09First, I go to the reference point on the left edge of the Control Panel here, and I
05:13make sure the reference point is on the right side middle point.
05:17That's the point that's going to be locked when I rotate my object.
05:20Now, I can go over here and click on the rotate 90 degrees counter-clockwise.
05:25You could choose either one if you want, or in this case you could say Flip Horizontal if you want.
05:31Flip Horizontal, and it's going to flip it around the reference point. There you go.
05:35It flipped it over and kept what was the center right side, exactly where it was, and now
05:41it's the center, left side.
05:43The tenth way to move an object is kind of stretching the rules a little bit.
05:47It's using a script.
05:48Now, I don't know how to write the script myself, but I do know how to run scripts.
05:52You go to the Window menu, you choose Utilities and then choose Scripts.
05:57Inside the Scripts Panel, you'll find some folders, for example, the Application folder here.
06:03Inside the Application folder, scroll down to the Samples folder, open that, and you'll
06:07find the JavaScript folder, and inside that JavaScript folder, there is a script called AdjustLayout.
06:14The problem is that the AdjustLayout script that ships with InDesign is actually broken in InDesign CS6.
06:19So I have a modified version that I use.
06:22And the modified version, you can find it InDesignSecrets.com.
06:26You can just go to the site and look for this blog post that I wrote and then download it
06:30from there, install the script, there are instructions on how to do that, and then run it.
06:34After you install the script and come back to your document, you'll see your script,
06:38this one is called AdjustLayout_modified, just double-click on it, and it will run.
06:43In this case, it doesn't just move the one object that's selected.
06:47It moves all the objects on the page, and so I'm going to say just move page 1 to page 1,
06:52which is an odd page, so I'm going to say move it over 3 centimeters and move it vertically about a quarter inch.
07:00You click OK, and it moves everything over. So, it's kind of cheating.
07:04I'm not moving just one object, but you get the point.
07:07You can move an object with a script. Okay, sure, some of these are rare cases.
07:12But remember, the more you know about InDesign, the more fun it is, and the more efficient you become.
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072 Understanding optical margin alignment (and the quote trick)
00:00There is nothing technically wrong with this column of text, but we can make it look far
00:04better with a single click.
00:06Look at this right margin, we have justified text, and we can see that the hyphens and
00:11the commas and so on push the text in, off the edge of the text frame just a little bit.
00:17But it's enough that it's visually different.
00:20We have sort of an uneven line down the right edge.
00:23Don't like that, but look what happens if I select the text frame, go to the Type Menu and choose Story.
00:30That opens the Story panel and I can turn on Optical Margin Alignment.
00:35When OMA, or Optical Margin Alignment, is turned on, InDesign pushes hyphenation outside of
00:41the margins just a little bit, so that you get a more visually even line.
00:46It just looks that much better.
00:48But it's not just the hyphens and commas and periods and other punctuation, it's every character.
00:54InDesign literally analyzes every character and sees whether it should push out a little
00:59bit to the left or to the right to make a more even line.
01:02That's why on the left side you will see the V is pushing out just a tiny bit.
01:07Capital T will push out even more. The quotation marks also push out.
01:11The headline also pushes a little bit out of the text frame, but we are not getting
01:15an even line at all.
01:17I typically would want that capital T to line up with a capital A beneath it.
01:22The reason we are not getting more hung punctuation there is because of this setting in the bottom
01:27of the Story panel.
01:28This is currently being optimized for 12-point text.
01:32I could make it much larger, like 36 points, but then you will see it messes up all the other text.
01:38So I need to have something in between.
01:40I am going to set this back to 12 point, and instead I am going to manually push that quote
01:45mark out into the margin.
01:47I can do that by double- clicking to switch to the Type tool.
01:51I'll press the Left-Arrow key to place the text at the beginning of the story before
01:56that quote, and I'll press a space, just a Spacebar, that's all.
02:01Now I am going to apply a large amount of negative kerning to pull that line back.
02:06I'll go up to the kerning field of the Control panel and set this to, let's say -700.
02:13That's a huge amount, but it's just enough to get that T back in line where I want it.
02:19Often when you do this kind of thing you get a little bit of screen re-drop problem, that
02:23is the screen all of a sudden is not accurately reflecting with the way the final document will look.
02:28If you simply zoom in or zoom out, that usually clears up.
02:32For example, I'll press Command+Plus to zoom in a little bit and you'll see that there
02:36is the quote looking just fine.
02:39Now let's say, I go and show this to my Art Director and she says, I love the way this
02:43looks, nice even columns, I love this quote hanging out in the side, looks beautiful.
02:48But down here I have this quote hanging out as well and she might not like that.
02:54It's a funny thing, but some people really don't like having those quotes sticking out in the left margin.
03:00But there is a weird trick we can use here to actually push that quote back inside the
03:05margin and make it more palatable to people who don't like it.
03:09So I am going to click here and then I'll press the Left Arrow to move to the left side of that quote mark.
03:14And then I am going to press any small character.
03:17I'll just press a Period--you could use a Comma or a Single Quote or anything small
03:21and it typically will work fine.
03:23You can't use a Space like we did earlier with that quote, because we are in the middle of a paragraph.
03:28I could type as many spaces as I want here and it simply does nothing, because InDesign ignores them.
03:33So I have to type an actual character, like this Period.
03:36Now I don't want that dot to show up, so I'll select it, I am going to make the color None,
03:43that makes it disappear, and I'll also set the size to something really small like 2 points.
03:49So now it's invisible and takes up almost no space, but it gets hung out in the margin
03:54instead of the quote. My Art Director is happy.
03:58The only thing you need to watch out for here is if you ever export this document out as
04:01HTML or EPUB, something like that, because that dot will actually still be there, you'll
04:06need to strip it out before you do that.
04:08Obviously, this level of fine tuning is not required if you are throwing together a quick
04:12newsletter, but if you really care about how your page looks, it's worth taking a little
04:17extra time to enable Optical Margin Alignment and then tweaking when necessary.
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073 Changing the shape of any frame with the pen tool
00:00Something that is central to how InDesign works that I found a lot of users don't realize
00:06is that there is no such thing as a frame.
00:09You might say, oh, I am going to drag out a Text frame, so you drag out a Text frame,
00:13or I am going to drag out a frame for an image.
00:16These are called frames, but you know what they really are?
00:18They are really paths.
00:20There are four paths that are connected with points in a shape of a rectangle.
00:24So they are there for your convenience.
00:26You might as well, if you want to drag out a text frame, use the Pen tool and then just
00:31click four times--I am holding down the Shift key to keep things on a straight narrow.
00:36And then close it up.
00:37Little off, but you would see what I mean, that is a text frame, I can click inside it
00:41and there we go, we have a text frame, that's working for us.
00:45What that means then is that all of the frames on your pages and many other things besides
00:49frames are simply paths.
00:52And they can be edited with any of the Path tools.
00:55You can add points to them with Pen tool, you can change the direction of some of the
01:00points, you can change like the corners of your text frames to curves if you wanted to,
01:05you could delete points and then you can adjust the paths and the points themselves with the Direct Selection tool.
01:12So a very simple example is like, let's take a look at this Text frame, quote unquote.
01:18And say that we wanted the left edge to be curvy.
01:22The easiest way to do that is with actual Pen tool.
01:25You don't need to go to the Add Anchor Point tool because by default when you hover with
01:29the Pen tool over an existing path, anywhere on the path.
01:33When you see the little Plus symbol appear that means it knows to add an anchor point there.
01:37If I just click it will create a corner point.
01:40If I press and drag, it will create a curve point.
01:44So let's make a curve down here in the middle.
01:48Press and drag and you are dragging out the curve handles.
01:52Let's look at it in Preview mode, everything is deselected, that looks pretty neat.
01:57You can do that with any of the existing frames in your document, picture frames or text frames.
02:04Let's go back to Normal view.
02:07Sometimes you need to use this ability for production reasons rather aesthetic design
02:12reasons like, there are occasions when I mean it to notch in a corner of a frame, graphic frame or text frame.
02:20You might need to select the frame first so I am holding down the Command or Ctrl key
02:24for temporary selection tool.
02:26And then hover the tip of the pen, the very nib of it.
02:30I want one there and then I need other one there.
02:34And then to adjust the points by themselves, use the Direct Selection tool.
02:39And I can just drag this and deselect, click in the blank area, click once to just select
02:44that one point and then you can drag it and there we go.
02:49So now I have bitten out a corner of a text frame.
02:53Still a normal text frame, I can still edit text and it wraps as normal.
02:59Now not everything that looks like a path in Indesign can be modified.
03:03Like for example, this arrow that I have up here.
03:06This is drawn with the Pen tool and I can add points to this path.
03:11And we select it, there is one point down there already.
03:14I can add more points if I wanted to, make it even curvier.
03:18I can adjust the existing points by selecting them and dragging them with direct selection tool.
03:23I can drag on the direction handles to change that.
03:27What I can't adjust and what I wish we could adjust is the arrow heads.
03:31That would be great, if we could select this and make it a larger arrow head or a smaller one.
03:36Can't do that to either the beginnings or the ends of the strokes.
03:39The starts to the ends that you see here, these are not editable unfortunately.
03:44Now there are a couple of things you can edit with path editing tools in InDesign, for example, wraps.
03:49Just take a look at this triangle interacting with this text frame here.
03:53I am going to zoom in.
03:55So here is the triangle and then I have applied a wrap to it so I open the Text Wrap panel.
03:59And it has a two point wrap which is reasonable but, because of the way text works, it's impinging
04:05too much on the bottom.
04:07If you zoom in and you see the wrap boundary then you can use your Direct Selection tool,
04:14to adjust the wrap.
04:15Now when my direct selection tool is over a sub path--meaning a part of path in between
04:19points--it gets that line next to the curve shape, see it appear.
04:24When it sticks to a point you get the Square that means it is going to select the square.
04:28But I want to move this line and if I just drag it up a bit, there we go.
04:34So I've been able to adjust that and I have another wrap over here on the right, this
04:38girl over here, if I select it and look at the Text Wrap panel.
04:42This is detecting edges of the picture of the girl.
04:45Zoom out and if I want to adjust this one pica wrap around the edge, I really can't see it.
04:52The trick is that you need to select the picture with the Direct Selection tool.
04:57Click on it and then you'll see the wrap path.
04:59Then I can zoom in and then with my Direct Selection tool I can drag the points around
05:06to sort of cheat this in your out, sometimes you have a bad hyphenation happening and you
05:11just want to sort of give it a little bit more room at a certain point.
05:15I'll move it back out or you can even add or remove a point if I wanted to remove a
05:20point, hover over an existing point to straighten that line, maybe you added a point by mistake,
05:26you can get rid of it.
05:28In fact, if you select this graphic and you can tell InDesign to detect the clipping path.
05:34You can even turn that clipping path into a frame.
05:37If I select this graphic and go to the Object menu, go down to Clipping Path > Options and
05:44say, hey, find me the clipping path with detect edges. There it is.
05:49And now I can actually select it again and say convert that clipping path to a frame.
05:55And then delete the girl herself and now I have an image frame that I could fill with another image.
06:02Just follow this rule of the thumb.
06:04If it looks like a path, it probably is an editable path.
06:08And give it a go with Pen tool and Direct Selection tool.
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074 Working with sets in the content conveyor tool
00:00One of the interesting new features in InDesign CS6 is this thing called the Content Tools,
00:07Content Collector, Content Placer, and Content Conveyor, and they're used to grab content
00:14from one area of your InDesign document and put them elsewhere in the same document or
00:18in another document, kind of like a permanent clipboard while the InDesign document is active.
00:25The tools are right here in the Toolbar, the Content Collector Tool. The shortcut is B,
00:29and if you press B again it switches to its partner in crime, which is the Content Placer.
00:34And if I press and hold down here, you can see the Content Collector is an arrow that
00:39goes into a little bucket and the Content Placer is an arrow that comes out of the bucket.
00:44And whenever you choose either of these tools, you'll get the Content Conveyor, which is
00:48this gray thing right here.
00:50And when the Content Conveyor is active, meaning that one of these tools is active, then when
00:55you click on an object with the Content Collector it selects that object and copies it to the
01:01Content Conveyor, so click, click, click, that's a group, click picture, caption, and so on.
01:10These are normal content items, and so the cursor is telling you that you are still in
01:15collecting mode, and so far you have five items, a group is counted as one item.
01:19And if you tap the B key, which toggles to the other content tool which is the Content
01:24Placer, then you'll see a preview.
01:26Unfortunately, you don't see previews of text if it's small, but if I press the Right Arrow
01:31key to cycle through, you'll see--if the text is large enough--you'll see a preview and your cursor.
01:36That's the group, so if I click, the group gets placed.
01:40So that is the basics of the Content Conveyor, and you might already know how this works,
01:45but I want to talk about working with sets. So what is a set?
01:48Let's back out.
01:49I'm just pressing the Escape key to get rid of some of these things.
01:53And I'll get rid of you too. I don't want to place you. There we go.
01:58So I'm going to press the B key again to start all over, and now instead of just clicking
02:04on an item to add it to my Conveyor, I'm going to drag across and Marquee Select a bunch of items.
02:11That gets added as a set. So it's different than a group.
02:15A set shows up as one item in the Content Conveyor, but it's got a number on it showing
02:20you how many items are in the set.
02:22So now I can go to another page or another document, I'm just going to press Command+Shift+P
02:27or Ctrl+Shift+P on a PC to add another page.
02:31And if I tap the B key to switch to the Content Placer, you see the icon how it shows those three squares?
02:38That means that a set is active.
02:41And the number one means that this is the one item that is in my Conveyor.
02:47If I just click, it places everything in the set in the same relationship and at the same
02:52size as what it was when I first grabbed it, I remember I did a marquee select.
02:57I'm going to undo, I'm still in Content Collector mode, look at the active tool in the toolbar.
03:03I need to tap the B key to switch to the Content Placer, now I see the three squares.
03:09Now let's say that in that set of multiple items, I want to just place one of them.
03:15And this time instead of clicking, I'm going to tap the down arrow, and that drills down into the set.
03:22Take a look what's happening here.
03:23You can see that you are drilled down, you're like going down into the basement, down one
03:27level, and now we see the individual members of this set.
03:31And I can use my arrow keys to cycle through here and choose whichever item I want to place.
03:36So if I just want to place this guy I can click there.
03:39And I don't have to place all of them.
03:41If I want to move up again in the hierarchy, tap the Up Arrow key, and there we have the set again.
03:47And if I drag, those items get placed, except for this one that I already placed.
03:53So let's try that again.
03:54This time we'll do a combination of single items and a set.
03:59Let's come up over here, so you are in Content Collector mode, click on one item, that gets added.
04:07Click on one item, that gets added. And now I'm going to click on a group of items.
04:12I'm holding down the Spacebar key to get my little grabber hand to pan the screen around.
04:18Let's say that I want to grab these three things all together, so I will marquee drag
04:23around all of them and they get added as a set.
04:26I'll just move out here to the pasteboard a bit--let me give us some more room.
04:30I'm going to switch to the Content Placer by tapping the B key, toggles between Content
04:34Collector, Content Placer and look at the cursor.
04:38So right now I have that type on a circle loaded in my place gun.
04:42And I see a little preview of it, really hard to see this piece of artwork.
04:47But the more important thing to look at is that there's a paintbrush icon upper-left.
04:51That tells you that you have one thing that you're about to place.
04:54So I'm just going to drag it off over here.
04:56Now we have text, and it's really hard to see, but there is a little icon upper-left
05:02of tiny type, and I'll place that over here.
05:05And now look at what we have, we have a picture of a girl, but look at the icon.
05:08It's not a paintbrush, it's the three dots that means that you have a set loaded.
05:13Now if I drag, it's going to drag all three items. I'm going to undo.
05:20If I don't want to place all three items, if I just want to place like the text frame,
05:25you always have to remember get to the Content Placer Tool, tap the B key, tap the Down Arrow
05:31key, and we have drilled down into this set.
05:34Now I can tap the right arrow until I get to my text frame, there is the text frame.
05:40If you don't want to place anything else from that set, you can just keep pressing the Escape
05:44key until it's all cleared up.
05:46When the Content Conveyor panel is empty, pressing the Escape key one more time closes