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InDesign CS5 Essential Training
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Working with numbered lists


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InDesign CS5 Essential Training

with David Blatner

Video: Working with numbered lists

Numbered lists, sometimes called ordered lists, are traditionally a hassle in a page layout program because it seems like the client always wants to make a change at the last minute and then you have to manually reorder all those numbers. But it doesn't have to be hard, because InDesign has an automatic numbering feature. Let me show you how it works. I'll zoom in and select this text by double-clicking and then dragging over a bunch of this text, good! And now I'm going to turn on the Automatic Numbering feature. It's this button up in the Control panel. It has a little one, two, three icon next to it.
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  1. 5m 50s
    1. Welcome
      1m 33s
    2. What is InDesign CS5?
      2m 26s
    3. Using the exercise files
      1m 51s
  2. 54m 49s
    1. Understanding the Application window
      6m 0s
    2. Navigating pages
      6m 39s
    3. Zooming and magnifying
      6m 57s
    4. Managing more than one document window
      3m 36s
    5. Setting rulers and measurements
      2m 9s
    6. Positioning panels correctly
      6m 28s
    7. Saving time by making workspaces
      3m 24s
    8. Setting the view quality of artwork
      4m 9s
    9. Adjusting View and Preview settings
      4m 56s
    10. Rotating pages and spreads
      3m 2s
    11. Displaying a new view with the New Window feature
      3m 29s
    12. Setting application and document preferences
      4m 0s
  3. 21m 31s
    1. Using the Tool panel
      8m 1s
    2. Learning and editing keyboard shortcuts
      6m 24s
    3. Working with spring-loaded tool shortcuts
      1m 17s
    4. Using contextual menus
      2m 51s
    5. Choosing menu items with Quick Apply
      2m 58s
  4. 45m 25s
    1. Creating new documents
      7m 28s
    2. Saving and reverting documents
      3m 41s
    3. Using multiple Undo and Revert
      4m 28s
    4. Setting margin and column guides
      5m 16s
    5. Using ruler guides
      8m 10s
    6. Bleeding colors or images off the side of the page
      4m 29s
    7. Saving objects in libraries
      4m 49s
    8. Exporting and importing page snippets
      4m 29s
    9. Saving for CS4 with IDML
      2m 35s
  5. 31m 18s
    1. Inserting, deleting, and moving pages
      7m 23s
    2. Changing page size
      6m 14s
    3. Adding page numbering
      3m 43s
    4. Changing page numbering with sections
      5m 58s
    5. Creating and applying master pages
      5m 20s
    6. Overriding master page items
      2m 40s
  6. 1h 21m
    1. Understanding text frames
      4m 6s
    2. Typing and editing text
      4m 36s
    3. Filling with placeholder text
      2m 38s
    4. Inserting special characters
      4m 43s
    5. Importing text
      7m 49s
    6. Threading text frames
      4m 1s
    7. Setting text frame columns and insets
      6m 32s
    8. Setting vertical justification and first baseline position
      6m 9s
    9. Putting text on a path
      6m 51s
    10. Using the Story Editor
      8m 43s
    11. Checking spelling
      7m 42s
    12. Using Find/Change
      9m 25s
    13. Tracking text changes
      8m 1s
  7. 49m 50s
    1. Importing graphics
      8m 11s
    2. Importing from Mini Bridge
      5m 27s
    3. Using the Links panel
      6m 34s
    4. Embedding links
      2m 37s
    5. Editing graphics in their original app
      3m 14s
    6. Fitting graphics to a frame
      6m 12s
    7. Taking advantage of image transparency and clipping paths
      4m 53s
    8. Adding live captions
      5m 56s
    9. Colorizing images
      2m 1s
    10. Turning image layers on and off
      4m 45s
  8. 46m 15s
    1. Selecting objects
      5m 32s
    2. Applying basic strokes and fills
      8m 18s
    3. Using advanced strokes
      3m 28s
    4. Adjusting transparency
      4m 38s
    5. Adding drop shadows
      6m 41s
    6. Applying feathering
      4m 25s
    7. Copying formatting with the Eyedropper tool
      4m 35s
    8. Finding and changing object formatting
      4m 50s
    9. Making polygons and starbursts
      3m 48s
  9. 22m 56s
    1. Making interactive documents
      2m 6s
    2. Adding hyperlinks
      5m 52s
    3. Building bookmarks
      3m 38s
    4. Creating buttons
      8m 57s
    5. Animating an object
      2m 23s
  10. 23m 29s
    1. Creating color swatches
      5m 52s
    2. The danger and power of unnamed colors
      4m 47s
    3. Building tint swatches
      2m 18s
    4. Creating gradient swatches
      3m 56s
    5. Applying gradients
      6m 36s
  11. 50m 0s
    1. Positioning objects with the Page Gap tool
      2m 53s
    2. Stacking objects
      2m 13s
    3. Creating and controlling layers
      3m 53s
    4. Managing objects in the Layers panel
      3m 37s
    5. Nesting objects
      2m 46s
    6. Editing frame and path shapes
      4m 6s
    7. Adding rounded corners and other corner options
      3m 57s
    8. Grouping objects
      3m 14s
    9. Locking objects
      2m 39s
    10. Aligning and distributing
      5m 43s
    11. Understanding text wrap
      8m 13s
    12. Using anchored objects
      6m 46s
  12. 18m 49s
    1. Duplicating objects
      5m 39s
    2. Rotating objects
      3m 3s
    3. Scaling objects
      3m 57s
    4. Mirroring objects
      3m 46s
    5. Using the Transform Again feature
      2m 24s
  13. 25m 52s
    1. Applying basic character styling
      7m 8s
    2. Applying advanced character formatting
      4m 54s
    3. Changing case
      2m 51s
    4. Understanding OpenType features
      3m 19s
    5. Using Find/Change for text formatting
      3m 18s
    6. Using Find Font
      4m 22s
  14. 45m 27s
    1. Applying formatting to a paragraph
      4m 14s
    2. Spanning a paragraph across multiple columns
      3m 5s
    3. Splitting a paragraph into multiple columns
      2m 1s
    4. Using drop caps
      3m 16s
    5. Adjusting text hyphenation
      3m 21s
    6. Fine-tuning justified text
      4m 19s
    7. Setting tabs
      5m 54s
    8. Aligning to a baseline grid
      4m 24s
    9. Controlling orphans and widows with Keep Options
      2m 39s
    10. Adding rules (lines) above or below a paragraph
      3m 14s
    11. Adding automatic bullets
      4m 39s
    12. Working with numbered lists
      4m 21s
  15. 31m 3s
    1. Creating and applying paragraph styles
      6m 34s
    2. Using character styles
      5m 43s
    3. Applying styles automatically with Nested Styles
      7m 19s
    4. Using object styles
      3m 27s
    5. Using Quick Apply with styles
      2m 49s
    6. Cleaning up a local formatting mess
      5m 11s
  16. 37m 0s
    1. Creating a table
      5m 54s
    2. Adjusting rows and columns
      6m 35s
    3. Formatting a table
      8m 5s
    4. Adding headers and footers
      1m 58s
    5. Applying table styles
      5m 32s
    6. Adding Microsoft Word and Excel tables
      8m 56s
  17. 10m 26s
    1. Checking your document with the Preflight panel
      2m 54s
    2. Creating a custom preflight profile
      4m 45s
    3. Checking color with the Separations Preview
      2m 47s
  18. 31m 7s
    1. Packaging for output
      4m 13s
    2. Using the Print dialog box
      10m 22s
    3. Exporting a PDF
      8m 47s
    4. Exporting an interactive PDF
      3m 59s
    5. Exporting text
      1m 36s
    6. Exporting SWF files
      2m 10s
  19. 1m 32s
    1. Finding more information and help
      1m 12s
    2. Goodbye
      20s

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InDesign CS5 Essential Training
10h 33m Beginner Apr 30, 2010

Viewers: in countries Watching now:

Author David Blatner provides in-depth training on InDesign CS5, the print and interactive page layout application from Adobe, in InDesign CS5 Essential Training. The course shows how to create new documents with strong and flexible master pages, precisely position text and graphics, prepare documents for print, and export designs as interactive PDF or Flash SWF files. Exercise files are included with the course.

Topics include:
  • Navigating and customizing the workspace
  • Managing documents and pages
  • Rotating pages and spreads
  • Adjusting and mixing page sizes
  • Overriding master page items
  • Putting text on a path
  • Threading text frames
  • Applying strokes, fills, and other formatting effects
  • Nesting, grouping, and locking objects
  • Formatting: character-level and paragraph-level
  • Packaging, printing, and exporting
Subjects:
Design Page Layout
Software:
InDesign
Author:
David Blatner

Working with numbered lists

Numbered lists, sometimes called ordered lists, are traditionally a hassle in a page layout program because it seems like the client always wants to make a change at the last minute and then you have to manually reorder all those numbers. But it doesn't have to be hard, because InDesign has an automatic numbering feature. Let me show you how it works. I'll zoom in and select this text by double-clicking and then dragging over a bunch of this text, good! And now I'm going to turn on the Automatic Numbering feature. It's this button up in the Control panel. It has a little one, two, three icon next to it.

And when I turn that on, you see that I get automatic numbering. Another way to turn numbering on is to go to the Control panel flyout menu and choose Bullets and Numbering. They call it the Bullets and Numbering dialog box because this one dialog box that lets you control both bullets or numbering. In this case we will focus on numbering of course. Now there is no doubt that this dialog box is a little overwhelming at first. So let's take it step-by-step. The first thing we need to do is choose a format. The format right now is these Arabic numerals, but we could change it to lowercase Roman numerals if we want to, or a, b, c. Any of these options are okay.

I'm going to stick with 1, 2, 3 however. I'll skip over the Number field and jump right down to Character Style. I'll be talking about character styles in a later movie but I want to point out that in this document I've already created one called numbers and when I choose that it automatically styles my numbers so they really pop off the page. So this is looking pretty good so far. I'll go ahead and click OK and then maybe I notice that this paragraph here perhaps shouldn't have a number. How do I turn the number off? Well, I just click on that button again. Click it and the numbering jumps past that paragraph so they go 3, 4, 5, nothing, and then 6 after it.

That's how you can make an unnumbered paragraph in the middle of a list. Now what if I didn't want the list to start with 6 but rather start with number 1 again? How would I do that? Well, I'll place my cursor anywhere inside that paragraph and then I'll open the Bullets and Numbering dialog box again. To do that I'll hold down the Option or Alt key and click on the button. That's such a little shortcut to open the Bullets and Numbering dialog box. Notice that the Mode pop- up menu has two options. Continue from Previous Number, which is what it's set to right now or Start At. In this case I wanted to start at 1 so I simply choose Start At and it guesses 1.

I could start it at any number I want of course. Now what about secondary lists, sub-lists? For example, I want this to be 1, 2 and then 2a, 2b, and then continue with a list. How would I do that? I'll click OK, choose the paragraphs that I want to affect, in this case the third and fourth paragraph, open my dialog box one more time with the Option or Alt+click on the button and then change this from a level 1 to a level 2. Now I wanted this to be 2a and 2b, so I'm going to change the Format popup menu to Letters.

There we go, a and b. To add a number 2 before it I'm going to have to tackle this field, the Number field, with this cryptic code in it. Don't worry. It's not too hard. The character number sign means the current number which is a and then b. Then there is a period which just means a period and then ^T which means follow it with a Tab. Now I'd like to put the previous number, the first level number, before all of that. So I'm going to click inside the Number field just little left of that first caret.

I'm going to come out here to this little triangle pop-out menu and then I have an option for choosing a special character to insert here or a number placeholder. In this case I want a number placeholder and I want the number placeholder for Level 1. Level 1 was the previous numbering level, remember? Now we are on Level 2 so we can see 2a and 2b. That's exactly what we wanted, except that we need to adjust the indents a little bit. How about I'll change the left indent to something like 50 points and then first- line indent to something like -30 points? That looks much better.

Like I said this dialog box can be a little overwhelming. If you're still a little confused, go back and watch this movie a couple more times to see how I applied these numbers. I think you'll find that with a systematic approach to this dialog box you'll be making automatic numbering in no time.

Find answers to the most frequently asked questions about InDesign CS5 Essential Training.


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Q: In the “Exporting to PDF” video, the author states "The flattener, and how to control it, is an advanced topic that I cover in a later title."
Is this “later title” available on lynda.com yet?
A: Unfortunately that title is still in development. However, the features are exactly the same in CS4, so please see Chapter 11 in InDesign CS4 Beyond the Basics.
Q: Can an image be placed into a cell in InDesign?
A: Yes,  but only as an anchored (inline) object. Cut the frame with the Selection tool, switch to the Type tool, click in the cell, and Paste.
Q: Is it possible to load or import pages from one document to another in InDesign CS5?
A: Pages cannot be “loaded”, but they can be "pushed" from one document to another by choosing Layout > Pages > Move Pages.
Q: When I place an image, it is distorted or pixilated to the point of not being able to use it. I can place or open those same images in Photoshop or Illustrator and they are fine.
A: You are likely seeing the low-resolution preview. To see high resolution or vector artwork, choose View > Display Performance > High Quality.
Q: When I place an image, it is distorted or pixilated to the point of not being able to use it. I can place or open those same images in Photoshop or Illustrator and they are fine.
A: You are likely seeing the low-resolution preview. To see high resolution or vector artwork, choose View > Display Performance > High Quality.
Q: I'm looking for a tutorial that will allow me to use InDesign to create files that can be emailed. I guess they have to be converted to HTML first? Is that possible?
A: If you are trying to make an HTML email, then InDesign really isn't the tool for you. It's HTML abilities are extremely limited. Look toward Dreamweaver for that. Alternatively, you could create a layout in InDesign, then export the page as a JPEG image and put that in the email.
Q: Since I upgraded to the new version of InDesign, when I click the "edit original" button in the Links panel, the pictures open in Preview instead of Photoshop
A: "Here are two articles about this problem: 
Q: I cannot see files on the desktop when in InDesign.
A: If you are using the Mac OS, you may need to turn off Window > Application Frame in order to see files behind InDesign (such as those on the Finder Desktop). If you are on Windows, you are seeing a difference between Mac and Windows. In Windows, the application is always living inside the application frame. If you un-maximize the windows frame, you can drag it smaller so you see the desktop and drag to or from it.
Q: I am currently working on an InDesign document originally created in Spanish. I am translating it to English and I need to change the language preference to be able to use the spell check in English. I have changed it in Preferences, but when I go to do the spell check on the document it is still in Spanish. How can I change the spell check to English?
A: Changing the language in preferences does not change the document or text language. You need to change the langauge in the paragraph style or the character style or in the Character panel or the Control panel (select the text first).
Q: In the movie, "Inserting, deleting, and moving pages" the author claims you can Shift-click text and the red overset symbol (a plus sign) will disappear. This isn't working for me.
A: Shift-clicking to make text automatically flow to the next text box or boxes only works when you place text from a loaded cursor. Shift-clicking existing text will not affect it.
 
Instead, if the overset text symbol appears in an existing text frame, choose the Selection tool and click the symbol to load the text in your cursor. Then Shift-click inside the next text frame to start it auto-flowing from there.
Q: I want to add a 2-page spread following a 1-page spread, but when I insert two new pages, InDesign creates a 3-page spread. How do I solve this?
A: If you're seeing 3-page spreads, turn on Allow Document Pages to Shuffle (and Allow Selected Spread to Shuffle) from the Pages panel menu.
Q: The keys used for navigating to the previous or next spread in a layout (Command+Page Up/Command+Page Down) don't appear on my laptop keyboard and the arrow keys don't work. What keys should I use?
A: Most laptop keyboards don't have these keys anymore. Look for a "modifier" key (such as the Alt or Fn keys) to press to access these keys. For example, on a Macbook Pro, you'd press Command and then Fn+Up Arrow to invoke Next Spread.
 
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