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InDesign CS4 Beyond the Basics
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Structuring InDesign content


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InDesign CS4 Beyond the Basics

with David Blatner

Video: Structuring InDesign content

In order for you to import XML into an InDesign document, you need to give it structure and that structure is all based on tagging your objects. There are a number of ways to tag objects in InDesign, but one of the simplest is to use the Tags panel, which you can find under the Window menu. We need to add a tag here for each element in the XML file. Let's switch over to the XML file and look what we have got. We can see that the first top level element is called Root, then we have got Header, then we have got Story, Body Text and so on. So we better start here, Root is already there for us. That's the default top level in all XML files in all new documents of InDesign.
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  1. 2m 11s
    1. Welcome
      1m 3s
    2. Using the exercise files
      1m 8s
  2. 25m 16s
    1. Reviewing Control panel shortcuts
      8m 34s
    2. Managing panels
      6m 14s
    3. Letting InDesign do the math
      2m 52s
    4. Using Selection tool clicks
      1m 39s
    5. Using Quick Apply shortcuts
      3m 2s
    6. Setting up context shortcuts
      2m 55s
  3. 23m 51s
    1. Using column guides
      3m 42s
    2. Formatting and positioning guides
      5m 15s
    3. Setting first baseline options
      5m 30s
    4. Using the Document grid
      3m 13s
    5. Setting bleeds
      3m 3s
    6. Using slugs
      3m 8s
  4. 48m 2s
    1. Shuffling pages (or not)
      2m 47s
    2. Scaling objects to a specific size
      2m 32s
    3. Aligning objects to a page
      4m 41s
    4. Using advanced libraries
      4m 5s
    5. Using advanced anchored objects
      11m 21s
    6. Setting non-printing objects
      3m 10s
    7. Creating notes
      5m 23s
    8. Using Data Merge
      10m 41s
    9. Creating templates
      3m 22s
  5. 39m 32s
    1. Creating polygons and starbursts
      2m 35s
    2. Setting custom stroke styles
      5m 15s
    3. Using advanced effects
      8m 46s
    4. Making masks in InDesign
      4m 10s
    5. Integrating InDesign and Illustrator
      4m 59s
    6. Setting compound paths
      5m 4s
    7. Using advanced clipping paths
      6m 6s
    8. Using advanced image transparency
      2m 37s
  6. 55m 26s
    1. Using advanced text formatting
      5m 37s
    2. Using other languages
      4m 22s
    3. Setting advanced paragraph numbering
      3m 12s
    4. Using GREP to find/change
      6m 54s
    5. Managing glyphs
      5m 6s
    6. Finding and changing glyphs
      2m 39s
    7. Adding footnotes
      7m 57s
    8. Creating outlines
      3m 39s
    9. Setting conditional text
      9m 16s
    10. Creating cross-references
      6m 44s
  7. 33m 3s
    1. Advanced text importing
      7m 49s
    2. Using Apply Next Style
      5m 4s
    3. Advanced text styling
      6m 9s
    4. Setting load styles
      2m 58s
    5. Linking to text files on disk
      4m 1s
    6. Understanding GREP styles
      7m 2s
  8. 1h 4m
    1. Building a multi-document book
      4m 42s
    2. Setting page numbering across books
      7m 53s
    3. Setting chapter numbering
      6m 7s
    4. Using the Section Marker feature
      6m 53s
    5. Creating "Continued On..." numbers
      4m 44s
    6. Synchronizing documents in a book
      5m 41s
    7. Creating a table of contents
      11m 24s
    8. Indexing documents
      7m 24s
    9. Generating an index
      6m 47s
    10. Printing or exporting a book
      3m 10s
  9. 46m 4s
    1. Creating hyperlinks
      12m 53s
    2. Setting bookmarks
      6m 7s
    3. Creating buttons
      11m 16s
    4. Making movies
      8m 24s
    5. Creating sounds
      4m 51s
    6. Setting page transitions
      2m 33s
  10. 25m 59s
    1. Setting up swatch and style defaults
      3m 24s
    2. Using mixed ink colors
      6m 16s
    3. Working with duotones
      4m 23s
    4. Overprinting
      2m 10s
    5. Ink aliasing
      4m 50s
    6. Using the Kuler panel
      4m 56s
  11. 50m 27s
    1. Creating the transparency blend space
      4m 6s
    2. Understanding InDesign color settings
      9m 8s
    3. Assign Profile and Convert to Profile
      3m 26s
    4. Working with RGB images
      7m 54s
    5. Working with CMYK images
      6m 28s
    6. Soft-proofing
      5m 18s
    7. Managing color at print time
      7m 25s
    8. Managing color in a PDF export
      6m 42s
  12. 42m 1s
    1. Embedding preflight profiles
      5m 1s
    2. Using the Transparency Flattener preview
      3m 23s
    3. Reviewing Transparency Flattener settings
      6m 30s
    4. Setting print presets
      3m 35s
    5. Setting PDF presets
      3m 21s
    6. Exporting to XHTML
      7m 42s
    7. Exporting to SWF
      6m 45s
    8. Exporting to XFL
      5m 44s
  13. 25m 58s
    1. Understanding XML and InDesign
      6m 51s
    2. Structuring InDesign content
      4m 17s
    3. Importing XML
      6m 57s
    4. Exporting to XML
      7m 53s
  14. 34s
    1. Goodbye
      34s

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InDesign CS4 Beyond the Basics
8h 3m Intermediate Dec 05, 2008

Viewers: in countries Watching now:

David Blatner brings his knowledge of and passion for InDesign to the latest release of this state-of-the-art publishing program, showing how to harness its power and functionality. InDesign CS4 Beyond the Basics covers the process of publishing with an eye on the program's latest nuances: optimizing page layouts, automating InDesign with Data Merge and XML, exploring interactive documents (including making movies), and exporting publications to a variety of formats. Exercise files accompany the course.

Topics include:
  • Automating with Data Merge and XML
  • Optimizing page layouts
  • Using advanced effects
  • Creating interactive documents
  • Integrating with Illustrator
Subject:
Design
Software:
InDesign
Author:
David Blatner

Structuring InDesign content

In order for you to import XML into an InDesign document, you need to give it structure and that structure is all based on tagging your objects. There are a number of ways to tag objects in InDesign, but one of the simplest is to use the Tags panel, which you can find under the Window menu. We need to add a tag here for each element in the XML file. Let's switch over to the XML file and look what we have got. We can see that the first top level element is called Root, then we have got Header, then we have got Story, Body Text and so on. So we better start here, Root is already there for us. That's the default top level in all XML files in all new documents of InDesign.

Now, let's add a new tag by clicking on this New Tag button and I am going to call this Header. Make sure it's named exactly the same as it is in the XML file. You can tell that it will be pretty boring having to add these tags one at a time. So instead, I am going to go to the Tag panel flyout menu and choose Load Tags and I am just going to select that XML file. You can load tags from either an XML file or another InDesign file that already has tags. I will click Open and all the tags from that InDesign file show up in the Tags panel. Now, it's time to assign these tags to objects in my InDesign file. The fastest way to do that is simply to select an object on the InDesign page and then click on the tag. This one is going to be the header, this one is going to be the story. This is going to be Image1, here is image2 and then finally this one here is the caption.

If I later go and select one of these, you can see that the tag is selected in the Tags panel as well. However, that's kind of a tiresome and annoying way to figure out which tag is associated with which object. So I am going to go to the View menu, scroll down to Structure and choose Show Tagged Frames. This way, each object is color coded with the tag that's associated with it. That's a lot easier to read. Now, there is another way to see the structure in our document as well, and that's to go to the View menu, choose Structure and then choose Show Structure or press Command+Option+1 or Ctrl+Alt+1 on Windows.

This opens the Structure pane along the left side of the Document window, and we can resize this to the left or the right if we need to. If I click on this little triangular twirly thing, we can see all of the elements inside the Root element. We are going to start with Header, Story, Image1, Image2 and Caption. If I just import the XML file, it may come in completely unformatted because InDesign has no idea how to map the XML tag to the paragraph and character styles in my document. So I need to tell it that information.

I will go to the Tags panel fly-out menu, and choose Map Tags to Styles. Header is an easy one because it's going to map directly to a paragraph style called header. Body Text should map to the Body paragraph style, Caption should map to subhead text. You can just go through here one at a time. Emphasis is going to go to a character style called Italic, Image1 is not mapped, Image2 is not mapped and Story is not mapped because that actually holds the body text. If you can, it's a better idea to have the same names as tags and paragraph styles. That way you can just click the Map by Name button and all of that would be done automatically. I will go ahead and click OK, and I need to do one more thing to this document, to the Structure pane over here. Let me switch back to the XML file for a moment, and if I read through this, which I admit is a little bit annoying and frustrating. But I can see that we have got the header and then the body which is inside story and then I have an image followed by the caption, followed by the last image.

So when I come back here, I need to move my caption up in between these two images. I am going to do that simply by clicking and dragging it up. When I see the dark line, I let go. Now, the structure here is going to match to the structure in the XML file. Our template is now complete. Notice that there is no text or graphics in this file because the important thing is the tags, not the content inside the frames. In the next movie, we will look at the details of importing our XML into our template.

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