QuarkXPress 8 Essential Training
Illustration by Richard Downs

Understanding color management and proofing


QuarkXPress 8 Essential Training

with Jay Nelson

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Video: Understanding color management and proofing

QuarkXPress 8 and QuarkXPress 7 both have a Color Management System built-in that's remarkably robust. I use it all the time to check if the colors that I've got on my page are going to look dramatically different from what I expect, when I output it on a particular printing device or on a particular kind of paper. The first thing to do is adjust your expectations about how accurate the colors are going to be, because your display is shining light through colored pixels to your eyes. On the printed page, light is reflecting off of ink and back to your eyes.
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  1. 5m 17s
    1. Welcome
    2. Using the exercise files
    3. What is QuarkXPress?
      3m 32s
  2. 39m 1s
    1. Getting started
      2m 26s
    2. Managing files in Quark
      9m 52s
    3. Exploring the QuarkXPress interface
      11m 22s
    4. Restoring, reverting, and undoing
      4m 9s
    5. Navigating your layout
      6m 45s
    6. Adding and moving pages
      4m 27s
  3. 51m 58s
    1. Understanding items and contents
      4m 54s
    2. Making boxes and lines
      6m 32s
    3. Putting text on a path
      8m 48s
    4. Moving and locking items
      1m 44s
    5. Resizing, reshaping, rotating, and flipping items
      2m 33s
    6. Duplicating items
      3m 25s
    7. Deleting items
      1m 50s
    8. Using the Bézier Pen tool
      4m 20s
    9. Converting text to boxes
      2m 4s
    10. Understanding relationships between items
      4m 53s
    11. Merging shapes
      2m 1s
    12. Setting item styles
      5m 13s
    13. Using Item Find/Change
      3m 41s
  4. 30m 55s
    1. Reviewing the Layers palette
      8m 12s
    2. Utilizing guides and rulers
      4m 16s
    3. Understanding Guide Manager Pro
      5m 24s
    4. Using frames, dashes, and stripes
      4m 57s
    5. Setting libraries
      5m 18s
    6. Appending settings
      2m 48s
  5. 39m 57s
    1. Building a new layout
      3m 40s
    2. Creating projects and layouts
      4m 48s
    3. Working with Master Pages
      2m 44s
    4. Creating automatic text boxes
      3m 15s
    5. Working with Master Pages and Layout Pages
      5m 15s
    6. Making pages
      6m 1s
    7. Modifying your pages
      2m 5s
    8. Using automatic page insertion
      2m 44s
    9. Using automatic page numbering and "continued"
      4m 45s
    10. Working with sections and page numbering
      3m 29s
    11. Building with multipage spreads
      1m 11s
  6. 25m 8s
    1. Navigating through a layout
      1m 49s
    2. Selecting text
      4m 41s
    3. Deleting text
      1m 5s
    4. Changing text case
    5. Importing text
      4m 40s
    6. Exporting text
      2m 52s
    7. Showing invisible characters
      2m 6s
    8. Using the Glyph panel
      4m 27s
    9. Working with ligatures
      2m 29s
  7. 10m 50s
    1. Finding and changing
      6m 3s
    2. Using Spell Check
      4m 47s
  8. 35m 28s
    1. Understanding basic character formatting
      4m 15s
    2. Setting color, shade, and transparency
      2m 36s
    3. Using horizontal and vertical scaling
      3m 55s
    4. Setting kerning and tracking
      7m 38s
    5. Inserting typographic special effects
      7m 53s
    6. Adjusting font preferences and open-type fonts
      5m 32s
    7. Finding a missing font
      3m 39s
  9. 29m 30s
    1. Applying basic paragraph formatting
      3m 10s
    2. Establishing paragraph rules
      3m 4s
    3. Applying leading to paragraphs
      5m 7s
    4. Setting tabs
      6m 14s
    5. Setting hyphenation and justification
      3m 41s
    6. Understanding widow and orphan control
      3m 54s
    7. Working with hanging characters
      4m 20s
  10. 27m 54s
    1. Linking items together
      3m 58s
    2. Learning about style sheets
      1m 52s
    3. Creating style sheets
      3m 57s
    4. Editing style sheets
      4m 25s
    5. Applying styles
      3m 40s
    6. Deleting styles
      2m 7s
    7. Appending styles
      3m 17s
    8. Using grids
      4m 38s
  11. 22m 55s
    1. Building tables
      3m 19s
    2. Importing Excel tables
      3m 13s
    3. Working with tables
      5m 25s
    4. Formatting tables
      2m 50s
    5. Splitting tables with headers and footers
      3m 19s
    6. Adding graphics
      2m 41s
    7. Converting a table to text or a group
      2m 8s
  12. 14m 34s
    1. Building books
      5m 20s
    2. Creating lists
      5m 2s
    3. Building an index
      4m 12s
  13. 23m 18s
    1. Importing pictures
      4m 50s
    2. Working with pictures
      2m 48s
    3. Mastering picture management
      3m 50s
    4. Editing and exporting pictures
      2m 48s
    5. Looking into preview quality and greeking images
      5m 18s
    6. Exporting a page as EPS
      3m 44s
  14. 12m 25s
    1. Working with Photoshop documents
      4m 44s
    2. Understanding the Style menu
      3m 3s
    3. Building picture effects
      4m 38s
  15. 10m 54s
    1. Working with text runaround
      7m 32s
    2. Setting anchored boxes
      3m 22s
  16. 32m 4s
    1. What You See and What You Get
      2m 42s
    2. Describing color
      3m 28s
    3. Specifying color
      7m 13s
    4. Creating color blends
      5m 15s
    5. Setting opacity
      4m 55s
    6. Using color from outside sources
      1m 55s
    7. Understanding color management and proofing
      6m 36s
  17. 15m 8s
    1. Synchronizing items
      3m 11s
    2. Building composition zones
      4m 8s
    3. Working in shared layouts
      2m 25s
    4. Understanding job jackets
      5m 24s
  18. 15m 22s
    1. Collecting for output and exporting
      1m 14s
    2. Adjusting basic printer settings
      3m 39s
    3. Reviewing advanced printer settings
      8m 44s
    4. Establishing print styles
      1m 45s
  19. 16m 10s
    1. Creating and exporting a PDF
      4m 4s
    2. Creating PDF output styles
      1m 44s
    3. Building hyperlinks in interactive PDFs
      4m 23s
    4. Adding bookmarks for interactive PDFs
      5m 59s
  20. 20m 59s
    1. Building a web page
      4m 12s
    2. Inserting hyperlinks in a document
      3m 19s
    3. Creating a form for HTML
      2m 54s
    4. Exporting and importing as HTML
      5m 20s
    5. Building Flash projects
      5m 14s
  21. 6m 15s
    1. Working with XTensions
      3m 2s
    2. Scripting in QuarkXPress 8
      3m 13s
  22. 13s
    1. Goodbye

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Watch the Online Video Course QuarkXPress 8 Essential Training
8h 6m Beginner Jul 29, 2009

Viewers: in countries Watching now:

QuarkXPress has always been the perfect tool for creating and publishing documents. In QuarkXPress 8 Essential Training, Jay Nelson—the publisher of Design Tools Monthly and a QuarkXPress expert—covers all the tools and features in this updated version of the program, from basic page layout to Flash integration and web page creation. Throughout this comprehensive training, Jay shows what's needed to produce professional-quality projects that integrate text, pictures, graphics, and tables. He also offers real-world page layout techniques that designers can apply to their own projects. Exercise files accompany the course.

Topics include:
  • Understanding the QuarkXPress interface
  • Building a new layout and working with master pages
  • Using long document features to streamline workflow
  • Building QuarkXPress 8 documents with Adobe and Microsoft files
  • Creating custom styles using typography and picture effects
  • Collaborating in real time with other users
  • Exporting finished projects to PDF, Flash, and the web
Jay Nelson

Understanding color management and proofing

QuarkXPress 8 and QuarkXPress 7 both have a Color Management System built-in that's remarkably robust. I use it all the time to check if the colors that I've got on my page are going to look dramatically different from what I expect, when I output it on a particular printing device or on a particular kind of paper. The first thing to do is adjust your expectations about how accurate the colors are going to be, because your display is shining light through colored pixels to your eyes. On the printed page, light is reflecting off of ink and back to your eyes.

They can never match perfectly, but you can get really close in QuarkXPress. The process involves several steps. One is calibrating or profiling your display that you are looking at. That way XPress knows how to provide the colors to the display and then to your eyes. The second is to have some kind of profile created for the output device that you'll be using. Now XPress ships with a number of them that are generic, but also quite accurate for most printing processes. If your specific printer has a special profile for it, you can also use that.

But the fun part is that QuarkXPress will let you see your layout, as it would appear using various printing processes. Under the View menu here, you'll see Proof Output. These options come with QuarkXPress. But I'm getting ahead of myself. Just look at how you create a profile for your display. On a Macintosh you go to System Preferences and then choose Displays, and in the Colors Tab, you can walk through the process of creating a fairly accurate profile for the display that you're looking at right now under the lighting conditions that you're viewing it right now. On Windows you can do a similar thing by using the Adobe Gamma utility.

That's what you might call it down and dirty approach to creating a profile for your display. A more accurate profile can be created by using a device such as X-Rite's i1 or a similar device from any company that makes color profiling equipment. Next in QuarkXPress, you need to tell it, hey, I'm using this profile. So we go to Preferences, either under the QuarkXPress menu on a Mac or under the Edit menu in Windows, and under Display, you can choose the Monitor Profile for your specific display. If you don't choose one, Quark will use whatever profile is currently chosen under your System Preferences.

But you can go a step further. If you created the images that you are going to be using, or you know the source of your images, you can customize the Source Setup to better manage your colors. Under the Edit menu you'll find, Color setups, choose Source, and there you can either duplicate an existing setup or create a new one. I'm going to duplicate the QuarkXPress default, and then here under RGB, I'm going to leave everything the same except for under Pictures, and under Pictures I'm going to choose Adobe RGB (1998), because that's what I usually use when I'm editing my photos.

In fact, I think you'll find that most photo editors use this setting as well. Similarly under CMYK, I'll go under the Pictures area, and choose U.S. Web Coated. That's often the default recommended by printers. Although if you know a reason to choose one of the other options, you can certainly do that. Give it a name that makes sense, Jay's photos and click OK. Now it's available anytime you need it. So that's how you edit Source setups. Let's say that you want to now edit your Output Setups.

You can either create your own in the same way we did just now, or if your print service provider gives you a custom profile for a press or their proofing system, you can either import it here or place their profile in the appropriate place on your hard drive. On a Mac, that's the Profiles folder inside the ColorSync folder, which is inside the main Library folder. On Windows the directory systems are little more complicated, but here is where you put it. You put it in the Color directories that's inside the drivers directory, that's inside the Spool directory, that's inside the System32 directory, inside the Windows directory.

But fear not, chances are your print provider will give you a cheat sheet that gives you these locations. So let's open a project that has some colors in it that we might want to look at under varying circumstances. The Petstumes Project is a good one. And on this Table layout, some of these images have some colors that might shift depending on what kind of printing process we are using. So under the View menu, I can choose Proof Output, and right now it's set for Composite RGB. If I set that to CMYK, watch how the colors change. Notice the reds here, and the browns here, even the pink shifted.

Let me move it over so you can see it more clearly. View > Proof Output. We'll change it back to RGB. Do you see the advantage here? You may be designing thinking that something is going to be very bright and colorful, well in fact when it's printed, those colors dull out. Not only is this helpful for you as a designer, but if you're showing your client this and they see these bright colors and the printed piece doesn't match, they are not going to be too happy. So you can go to the View menu, and change the Proof Output. If you find yourself doing this a lot, you can change QuarkXPress' preferences.

Just scroll down to Print Layout > Color Manager, and here you can change the proofing output profile from whatever it is now to the one that you are more likely to use. If you design in CMYK all the time, why not change the proofing to CMYK, and that way you are always looking at it, unless you manually decide to change it. And notice this hidden item down here that's really quite important. When you import a Vector EPS or PDF file, QuarkXPress usually just passes that information along to the printer when it prints. If you'd like QuarkXPress to manage the colors in those EPS and Vector PDF files, you can turn these on.

The first one affects EPS files that are imported after you make this change. The second one will affect EPS and PDF files that are already in your layout. Now once you've got your system set up in working the way you like it, you can share your settings with either the Append or Import and Export features in QuarkXPress. If I go back to Edit > Color Setups and choose Output, if I have an Output Setup that works well for me, I can export that to a standalone file, and give it to all the other people in my work group, then they can use the Import button to import it into their copy of QuarkXPress.

Now you can also use the Job Jackets featuring QuarkXPress to share color setups, but in many cases this import/ export approach is a whole lot easier. Managing your colors in QuarkXPress doesn't have to be difficult or complicated. You just have to understand a few little concepts such as your Display Profile, and your Output Setup. Once you've done that, you can use the View menu, and it's Proof Output option to see your colors very close to what they are going to appear when they are printed.

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