Real World Adobe InDesign CS4by Olav Martin Kvern & David Blatner... for Max & Gabriel and Daniel real world adobe indesign cs4 Olav Martin Kvern and David Blatner Copyright © 2009 by O
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Trang 4Real World Adobe InDesign CS4
by
Olav Martin Kvern
&
David Blatner
Trang 5for Max
&
Gabriel and Daniel
real world adobe indesign cs4
Olav Martin Kvern and David Blatner
Copyright © 2009 by Olav Kvern and David Blatner
Find us on the Web at: www.peachpit.com
Peachpit Press is a division of Pearson Education
Real World Adobe InDesign CS4 is published in association with Adobe Press
Project editor: Lisa Brazieal
Indexer: Jan C Wright
Cover design: Charlene Charles-Will
Cover illustration: Richard Downs
Interior design, illustration, and production: Olav Martin Kvern, and David Blatner
notice of rights
All rights reserved No part of this book may be reproduced or transmitted in any form by any
means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written
permission of the publisher For information on getting permission for reprints and excerpts,
contact permissions@peachpit.com.
credits
Thanks to the Seattle Gilbert and Sullivan Society and their photographer, Ray O Welch, for giving
us permission to use some of their archival photographs as example images Special thanks to the late
Ed Poole for the free use and abuse of his moustache.
disclaimer
The information in this book is distributed on an “As Is” basis, without warranty While every precaution has
been taken in the preparation of the book, neither the authors nor Peachpit Press, shall have any liability to any person or entity with respect to any loss or damage caused or alleged to be caused directly or indirectly by the
instructions contained in this book or by the computer software and hardware products described in it.
of infringement of the trademark No such use, or the use of any trade name, is intended to convey endorsement
or other affiliation with this book.
ISBN 13: 978-0-321-59243-9
ISBN 10: 0-321-59243-3
9 8 7 6 5 4 3 2 1
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Introduction xi
Chapter 1 Workspace 1
Layout and Story Windows 2
Managing Multiple Windows .7
InDesign’s Panels 9
Using the Tools Panel 17
Other Panels 28
Context Menus 29
Keyboard Shortcuts 30
Customizing Menus 33
Customizing the Control Panel 35
Saving and Loading Workspaces 35
Setting Preferences 36
Setting Defaults 63
Publication Navigation 64
Place Icons 69
Managing InDesign’s Plug-Ins 69
On with the Tour 70
Chapter 2 Page Layout 71
Creating a New Publication 72
Opening Publications 75
Saving Publications 80
Crash Recovery 82
Setting Basic Layout Options 83
Pages and Spreads 84
Adding Pages 88
Arranging Pages 90
Rotating Spreads 92
Defining Sections 93
Numbering Pages .95
Adding Section Marker Text 96
Working with Master Pages 96
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Applying Master Pages and Master Spreads .102
Overriding Master Items 103
Adjusting Layouts 105
Selecting and Deselecting .107
Guides 111
Grids 123
Stacking Objects 125
Layers 127
Grouping Objects 135
Locking Object Positions 136
Deleting Objects 136
Finding and Changing Objects 137
A Good Foundation 138
Chapter 3 Text 139
Creating Text Frames 140
Setting Text Frame Options 142
Linking and Unlinking Text Frames 148
Flowing Text 154
Entering Text 158
Text Variables 164
Cross References 178
Importing Text 183
Text Files and File Linking 191
Exporting Text 192
Editing Text 192
Story Editor .196
Notes 198
Using Adobe InCopy .201
Checking Spelling 201
Footnotes 206
Conditional Text 211
Find and Change 214
Working with InDesign Tagged Text 233
After Words 236
Chapter 4 Type .237
Character Formatting 239
OpenType Fonts .258
Find Font .263
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Filling and Stroking Characters 264
Paragraph Formatting 264
Bullets and Numbering 294
Styles 303
Copying Styles from Other Publications 319
Optical Margin Alignment .320
An Old Typesetter Never… 322
Chapter 5 Drawing 323
Drawing Basic Shapes 324
Points and Paths 325
Drawing Paths with the Pencil Tool 328
Drawing Paths with the Pen Tool 329
Drawing Techniques 330
Compound Paths 335
Smoothing Paths 337
Erasing Paths 338
Path Operations 339
Corner Options 342
Strokes 343
Stroke Styles 350
Fills .354
Gradients 356
Transparency 362
Transparency Effects 368
Drawing Conclusions 378
Chapter 6 Where Text Meets Graphics 379
Paragraph Rules 380
Tables .385
Creating a Table 387
Editing Tables .389
Table Shortcuts 403
Formatting Tables 405
Table and Cell Styles 414
Text Wrap 419
Converting Text to Outlines 424
Inline Frames and Anchored Objects 425
Object Styles 440
Placing Text on a Path 445
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Quick Apply 452
Alternate Reality 454
Chapter 7 Importing and Exporting 455
Importing 456
Placing Anything 457
About Graphic File Formats 460
Image Resolution and Scaling 464
Graphic Display Properties 465
Image Import Options 467
Linking and Embedding 473
Working with Graphic Frames 483
File Info and Metadata 488
Object Layer Options 490
Working with Clipping Paths 492
Applying Color to an Imported Graphic 496
Exporting Documents 496
Exporting JPEG 496
Exporting EPS 498
Exporting PDF 501
InDesign Interchange Formats INX and IDML 518
Snippets 519
Exporting HTML .520
Data Merge 525
The Best of All Possible Worlds 532
Chapter 8 Long Documents 533
Books .534
Table of Contents 543
Indexes (Or Indices) 550
Putting It Together 564
Chapter 9 Transforming .565
Transformation Basics 566
Numbers Are Your Friends 569
Moving Objects 573
Scaling 577
Rotating Objects 580
Reflecting Objects 583
Shearing Objects 584
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Repeating Transformations 586
Locking Object Positions 587
Aligning and Distributing Objects 590
Transform Your Life! .592
Chapter 10 Color 593
Seeing Color, Printing Color 594
Color in InDesign 594
InDesign’s Color Controls 596
The Color Panel and the Color Picker 610
Applying Colors and Gradients 612
Kuler 614
Ink Manager 615
Trapping 617
Color Management 617
InDesign’s Color Management Controls 620
The Color “Done” 634
Chapter 11 Printing .635
The InDesign Print Dialog Box 636
General 638
Setup 641
Marks and Bleeds 645
Output 647
Graphics 652
Color Management 656
Advanced 656
Summary .657
Print Presets 658
Custom Printer Marks 660
Printing Booklets .661
Separations Preview 665
Printing Transparency 667
Preparing an InDesign File for Imagesetting 675
Preflight and Package 677
All the News That Prints to Fit 682
Chapter 12 Scripting .683
Be Not Afraid 684
System Requirements 684
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Learning About InDesign Scripting 687
Thinking About Scripting 691
Using the Scripts Panel and the Script Label Panel 692
Getting Started 694
Using the ExtendScript Toolkit 700
More Fun with Scripting 702
Mystic Rose .710
Monitoring Events 710
Menu Scripting 712
Startup Scripts 712
End Script 714
Chapter 13 Interactive Documents 715
Hyperlinks 717
Bookmarks 724
Buttons 725
Audio and Video 730
Page Transitions 735
SWF Export 736
XFL Export 738
eBooks 738
Chapter 14 XML 739
Inside the Structure View 743
XML Tags and the Tags Panel 749
Tagging Objects 751
Importing and Exporting XML 757
Creating Placeholders for Repeating Content 763
Working with DTDs 766
Transforming XML with XSLT 772
InDesign Interchange Formats INX and IDML 776
About XML Rules 777
Stay Tuned 778
Index 779
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We’re desktop publishers—just like you We’ve been through the long shifts (some of them longer than 70 hours), entering and editing text, setting type, drawing paths, importing images, and trying to get files to print On most of those late nights and early mornings, we could have been home in bed if we had known just one key piece of information But we weren’t There was no one there to tell us
We’re here to tell you
If some piece of information in this book saves you one late night, one early morning, or gets your document to print on the first pass through the imagesetter instead of the second or third, we will have succeeded in our purpose
InDesign is a watershed of important, new technologies that have, until recently, been at the edge of our page layout “radar”: support for OpenType and Unicode, direct export of prepress-quality PDF files, integral PostScript/PDF screen rendering, multi-line composition, XML, transparency, optical kerning, and solid scripting support, to name just a few of them Adobe has always said that InDesign is “the future of page layout”—but we think they’re selling themselves a bit short With InDesign, the future is here today
And, to our eyes, at least, it looks pretty cool
How This Book Was Produced
To answer the question we’ve been asked so many times: Yes, we duced this book in Adobe InDesign CS4 Some chapters were writ-ten in Microsoft Word, saved as Rich Text Format (RTF) files, and imported into InDesign templates Other chapters were written or edited using InDesign’s Story Editor feature Screen captures were produced using Snapz Pro (for Mac OS X) and SnagIt (for Windows) Other graphics were produced using either InDesign’s drawing tools, Adobe Photoshop, or Adobe Illustrator
pro-David laid out chapters using a Macintosh 15-inch MacBook Pro running Mac OS X 10.5 Olav laid out chapters on a homebrew AMD system (he’s a gamer—what do you expect?) running Windows XP and on a Macintosh PowerBook G4 running Mac OS X
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The book uses Robert Slimbach’s Minion Pro, an Adobe OpenType face, which was particularly useful when moving files across plat-forms Code samples are set in Lucas de Groot’s TheSansMonoCon-densed A few other fonts were used for example characters
Acknowledgments
Thanks to Adobe’s InDesign team and all the other folks at Adobe who helped support this book—including Michael Ninness, Lynly Schambers-Lenox, Whitney McCleary, Chad Siegel, Bur Davis, Angie Hammond, Matt Phillips, Thomas Phinney, Eric Menninga, David Stephens, Jonathan Brown, Alan Stearns, Dov Isaacs, Zak Williamson, Paul Sorrick, Mark Niemann-Ross, Rufus Deuchler, Christine Yarrow, and John Hake and the other members of the Adobe Developer Technologies group
We appreciate the growing web of InDesign users and ers with whom we love to trade cool tips and tricks, including Bob Levine, Anne-Marie Concepción, Sandee Cohen, Claudia McCue, Steve Werner, Pariah S Burke, Scott Citron, Diane Burns, Avery Raskin, Dave Saunders, Branislav Milic, Mordy Golding, Brian Wood, Michael Murphy, Pam Pfiffner, and Ted LoCascio
train-Thanks to Jan C Wright, Queen of Indexing, for our index, and thanks to all our friends at Peachpit Press for their patience, support, professionalism, patience, and understanding (and did we mention patience?), including Nancy Ruenzel, Nancy Davis, our editor Susan Rimerman, Lisa “see myk” Brazieal, and Charlene Will
David: “My deepest appreciation to my wife and partner, Debbie
Carlson, as well as to our sons Gabriel and Daniel, who ensured that sanity wouldn’t gain the upper hand My thanks, too, go to Anne-Marie, Niyaz, Ted Falcon, and many other friends and helpers.”
Ole: “Thanks to all of my incredible friends for helping me survive a
very difficult year (special thanks to Steve Roth, Joel Arabia, Lennie Rasmussen, and Stefani Quane), and to my partner, Amy Lanset, and
my son, Max Olav Kvern, for their love and support.”
Olav Martin Kvern okvern@ix.netcom.comDavid Blatner
david@63p.com
Trang 14Come on in! Let us show you around We’ll be your tour guides to the world of InDesign We’re here to tell you what’s what, what’s where, and how it fits together This chapter is all about InDesign’s user interface—the myriad windows, panels, menus, and other gad-gets InDesign displays on your screen It tells you what they all are, and what we call them This is important, because not everything in InDesign is clearly labeled—as you read through the techniques in
this book, you need to know that we mean this button over here, and not that button over there.
This chapter also contains lots of tips and tricks for working with InDesign’s user interface These are the “little things” that make all the difference between enjoying and hating the time you spend working with InDesign (or any other program, for that matter) The point is to get you up to speed with all of these new tools so that you can get on with your work
If you have used earlier versions of InDesign, you’re no doubt
wondering: does Adobe have to change the user interface with each
new version? We don’t know Probably.
Ready? Let’s start the tour
A Note About Keyboard Shortcuts: Throughout this book, we will
refer to keyboard shortcuts using the format: Mac OS/Windows, as
in “Command-Z/Ctrl-Z” (this is not necessarily in our order of form preference, but it is in alphabetical order)
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Another Note About Keyboard Shortcuts: Since you can redefine
most of the keyboard shortcuts in InDesign, we can’t guarantee that your keyboard shortcuts will match ours And we can’t follow every keyboard shortcut in the text with the disclaimer, “…or the shortcut you’ve defined for this action.” As you read this, bear in mind that we’re using the shortcuts from the default keyboard shortcut set
Yet Another Note About Keyboard Shortcuts: A few of InDesign’s
default keyboard shortcuts—especially those for selecting tools—do not use a modifier key (by “modifier key,” we mean Command, Con-trol, Option, Ctrl, Alt, Shift, and so on) If you’re editing text, you can’t use these keyboard shortcuts without deselecting the text, or you’ll end up entering characters in the text
The keyboard shortcut to switch to the Pen tool, for example, is
“P.” If you press the shortcut while the cursor is in text, you’ll enter the character “P.” If you use InDesign to set type (as most of us do), you’ll almost certainly want to add a modifier key to the unmodified keyboard shortcuts you use most often
Layout and Story Windows
When you open or create an InDesign document, you view and work on the publication using one or more windows (see Figure 1-1)
InDesign windows come in two flavors: layout windows give you a view of a page or spread; story windows show a section of text in a
document You can have multiple windows of either type open at once We’ll cover story windows in more detail in “The Story Editor,”
in Chapter 3, “Text.”
The view of the document you see in a layout window can be nified or reduced, and each layout window can be set to a different magnification Since magnification is primarily a way of moving around in your publication, we’ll cover it later in this chapter, in
Application Frame