Page size and page orientation affect the entire document you can’t mix page sizes and page orientations in a file, and you use the Docu-ment Setup dialog box press Command-Option-P/Ctrl
Trang 1size of the font) InDesign always uses the standard em space, so you may see minor differences in kerning, tracking, and so on
QuarkXPress “flex space” characters convert to standard word spaces Some uppercase characters with accents display and print differently in InDesign than they do in QuarkXPress
▶ Superior type style InDesign does not have a “superior”
format-ting attribute InDesign applies the superscript type style to text formatted using this attribute
▶ Kerning and Tracking Tables QuarkXPress lets you build
custom kerning pairs and tracking tables, while InDesign does not (we’re hoping this will appear in a future version) If your document uses these, text will reflow accordingly If you really need custom kerning, we suggest using a font-editing program like FontLab to build the kerning pairs directly into the font
▶ Image Adjustments If you used Other Contrast or applied a
halftone screen to a JPEG or TIFF image in XPress, InDesign simply ignores it
▶ Colors Any HSB, LAB, or Hexachrome colors are converted to
RGB colors (InDesign does not support Hexachrome)
▶ OLE/Publish and Subscribe InDesign has no ability to handle
images imported using Publish and Subscribe (which doesn’t even exist in Mac OS X anymore) and Windows OLE
▶ Gradients Most of QuarkXPress’s special effect blend
(gradi-ent) types—such as Mid-Linear Blend and Diamond Blend—are ignored and replaced with a plain linear or radial gradient
▶ XTension Formatting Quark XTensions add functionality to
QuarkXPress, but InDesign may not be able to replicate any formatting created or applied by an XTension—for example, custom underlines, special box types, and so on
As you convert, or prepare to convert, publications from PageMaker
to InDesign, keep the following in mind
▶ Pasteboard items Any objects on the pasteboard in a
Page-Maker publication are placed on the pasteboard of the first spread in the converted publication
▶ Master page items All master page items are assigned to a layer
named “Master.”
PageMaker Files
Trang 2▶ Ruler guides All ruler guides in the PageMaker publication are
converted and are placed on a new layer named “Guides.”
▶ Non-printing objects If you’ve suppressed the printing of an
object in PageMaker (to do this, you select the object and choose Non-Printing from the Element menu), InDesign converts the item and sets it to non-printing
▶ Book list The book list of the PageMaker publication is not
copied to the InDesign version of the publication
▶ Leading PageMaker has three leading methods: Top of Caps,
Proportional, and Baseline InDesign’s leading method is most similar to PageMaker’s Baseline leading method When you con-vert a PageMaker publication, you can expect text in paragraphs using the other PageMaker leading methods to shift up or down
on the page (usually down)
In addition, the position of the first baseline of text in an InDesign text frame is determined by the Offset pop-up menu
in the First Baseline section of the Text Frame Options dialog box By default, InDesign applies the Ascent option—which can make text in converted PageMaker publications shift vertically
If you used PageMaker’s Baseline leading method, choose ing from the Offset pop-up menu to restore the position of your text baselines to their original position
Lead-▶ Font and type style conversion When, during the process of
converting a PageMaker publication, InDesign encounters a font change or type style change, it tries to map the PageMaker formatting into its InDesign equivalent This isn’t always pos-sible When you apply the font “Minion” and type style “Bold”
to text in a PageMaker publication, PageMaker applies Minion Semibold—and that’s what InDesign applies When you apply the type style “Bold” to Minion Bold or Minion Black however, InDesign displays an error message and applies Minion Bold The conversion is actually better than we’d expected, given the differences in specifying fonts in the two programs—but you’ll have to closely check converted publications against your origi-nal PageMaker versions
InDesign does not support the PageMaker type style Shadow, and formats any text using that type style as plain text InDesign converts text formatted using the Outline type style to text formatted with a hairline (.25 point) stroke and a fill of the color
“Paper.” You’ll also notice that the position and thickness of the
Trang 3bar in text using the Underline or Strike through type styles changes slightly in the InDesign version of the publication.
▶ Tracking InDesign removes all kerning applied by PageMaker’s
Expert Tracking command (the tracks “Very Loose,” “Loose,”
“Normal,” “Tight,” and “Very Tight”) InDesign’s “tracking” is the same as PageMaker’s Range Kerning feature, not PageMak-er’s Expert Tracking feature
▶ Colors Colors defined using the HLS and Hexachrome color
models are converted to RGB colors Tints are converted to new colors in the Swatches panel
▶ OLE/Publish and Subscribe Files imported into PageMaker
using (pre Mac OS X) Publish and Subscribe and Windows’ OLE will be omitted
▶ Image control settings InDesign doesn’t have a set of features
corresponding to those found in PageMaker’s Image Control dialog box, and any settings you’ve applied to images using these controls will be removed from the images in the converted version of the publication
▶ Fill patterns PageMaker features a variety of goofy fill patterns
(making possible what Edward Tufte dubbed “chartjunk”) that date from the early Stone Age of desktop publishing These anachronisms are converted to solid fills
▶ Imported graphics Even if an image is embedded in a
Page-Maker publication, InDesign requires an up-to-date link to the original version of the graphic If InDesign can’t find the origi-nal graphic, it uses the screen preview image in the PageMaker publication (if any such image exists) If you’ve placed a PDF in the PageMaker file, InDesign may place the wrong page of that PDF in the InDesign version
Saving Publications
To save a publication, choose Save from the File menu (or press mand-S/Ctrl-S) To save a publication under a different name, choose Save As (or press Command-Shift-S/Ctrl-Shift-S), and In Design will display the Save File As dialog box Use this dialog box to set a loca-tion for the new file, assign a file name, and decide whether the file should be saved as a publication file or as a template
Com-If you’re trying to save the file in a format other than an InDesign file, use the “Export” command For more on exporting publications
Trang 4or parts of publications in file formats other than InDesign’s native format, see Chapter 7, “Importing and Exporting.”
Save with an Extension Windows users always save files with
file-name extensions because Windows requires these in order to figure out what files are associated with which applications InDesign pub-lications, for example, have the four-letter indd file name extension InDesign templates (see below) use indt We want to encourage Mac
OS users to use these suffixes, too In today’s multi-platform world, you just never know when your Mac OS InDesign file will need to be opened on a Windows machine File-name extensions are ugly, but they’re a fact of life
Here’s a process we’ve gone through many times, and we bet you have, too Stop us if you’ve heard this one before You need to base
a new publication on the design of a publication you’ve already laid out You want to open the older publication, then save it under a new name, and then change its content You open the publication, replace
a few elements and delete others, and edit and format text Then you save the file
And only then do you realize that you haven’t renamed the
pub-lication, and that you’ve just written over a publication you probably
wanted to keep You can undo many stupid actions in InDesign—but
an inadvertent “Save As” isn’t one of them
Has this ever happened to you? If not, please accept our hearty congratulations If so, you should know that the ability to save or open a file as a template is something that was developed for margin-ally competent people like us When you try to open a file that was saved as a template, InDesign automatically opens a copy of the file
If, at that point, you try to save the file, InDesign will display the Save
As dialog box Which means you can proceed with your plan to save the publication under a new name Remember? Your plan?
To save an InDesign publication as a template, choose Save As from the File menu In the Save As dialog box, enter a name for the template file and then choose InDesign CS4 Template from the Format pop-up menu (on the Macintosh) or the Save As Type pop-up menu (in Windows) Click the Save button to save the template file You can also create a template by locking the file On the Macin-tosh, select the file in the Finder, choose Get Info from the File menu (or press Command-I), and then turn on either the Locked or the Sta-tioneryPad checkbox in the Get Info dialog box In Windows, right-click on the file’s icon, choose Properties, and turn on the Read-Only feature in the Properties dialog box
Saving As a Template
Trang 5Actually, any InDesign file can act as a template, no matter how you’ve saved it When you open any publication via the Open dialog box and turn on the Open Copy option, InDesign opens it in a new, untitled publication, just as though it were a template.
InDesign CS4 gives you a way to “save back” to InDesign CS3 To do this, you export a file using the InDesign Interchange, or INX format, and then open those files in InDesign CS3 You should make sure you’re using the most recent version of CS3 by choosing Updates from the Help menu or by downloading the file from adobe.com
To export a file as INX, choose Export from the File menu, select the InDesign Interchange format, and then export the file For more
on the INX file format, see Chapter 7, “Importing and Exporting.”
Proof Carefully Do not use INX to deliver InDesign files to a printer
or service bureau for final printing We’ve heard many horror stories
of printers who have old versions of InDesign asking users to give them INX files for printing This is not a good idea, because conver-sion is not perfect Using INX to “save backwards” from InDesign CS4 to InDesign CS3 does a pretty good job of transferring the basic geometry of a document from one version to another, but there will
be differences in the appearance of the file
If your printer doesn’t have InDesign CS4, give them a PDF file, rather than an INX file Using a PDF is best, in any case, because it freezes the layout as it appears on your system This means that you don’t have to worry about the layout changing when it’s printed
Crash Recovery
It will happen At some point, your computer will suddenly stop working A wandering child, dog, or co-worker will trip over the power cord, or accidentally press the reset switch A storm will leave your area without electrical power Or the software we jokingly refer
to as the “operating system” will fail for some unknown reason
At this point, it’s natural to assume you’ve lost work—and maybe that you’ve lost the file forever That is, after all, the way things work
in most other programs
But it’s not true for InDesign InDesign keeps track of the changes you’ve made to a document—even for an untitled document you haven’t yet saved When you restart InDesign after a system or application failure, the program uses the contents of a folder named
“InDesign Recovery” to reconstruct the publication or publications
Saving for Earlier Versions
of InDesign
Trang 6that were open when you crashed—even if you hadn’t saved them yet Because of this automatic “backup”system, you’ll be right back where you left the program.
If you don’t want to recover the most recent changes you made to
a publication before a crash (which you might want to do if you felt that your changes caused the crash), delete the files in the folder This folder appears in different places on different operating systems, so the best way to find it is to use your operating system’s Search utility
to find a folder called “InDesign Recovery.”
You should also delete these files if InDesign is crashing on startup as it tries to read the recovery information (this is pretty rare)
In this case, a file has been damaged and cannot be opened—you’ll have to try opening the original document (or rebuild the document from from scratch, if you hadn’t saved the file)
Setting Basic Layout Options
As we stated earlier, you can always change the margins, columns, page size, and page orientation of a publication You change the margin and column settings using the Margins and Columns dialog box, and you can apply these changes to any page, page spread, or master page in a publication
Page size and page orientation affect the entire document (you can’t mix page sizes and page orientations in a file), and you use the Docu-ment Setup dialog box (press Command-Option-P/Ctrl-Alt-P to dis-play this dialog box, or choose Document Setup from the File menu)
to change these settings To change the page size, choose a new page size for the publication from the Page Size pop-up menu (or enter values in the Width and Height fields); to change the page orienta-tion, click the orientation button corresponding to the page orienta-tion you want
Usually, InDesign centers the page items on the new page size—that is, each page grows equally on all four sides However, if you have turned on the layout adjustment feature (from the Layout menu), InDesign moves objects and guides on your pages when you change the page size or page orientation, sometimes in unexpected ways See
“Adjusting Layouts,” later in this chapter, for more on this topic
You aren’t stuck with the margin and column setup you specified in the New Document dialog box—you can change margin and column settings for any page, at any time To change margin and column
Changing Page Size
and Orientation
Specifying Margins
and Columns
Trang 7settings, navigate to the page you want to change, then choose gins and Columns from the Layout menu (see Figure 2-3) Click the
Mar-OK button to close the dialog box, and InDesign applies the new margin and column settings While you can make these changes
to any page, it’s likely that you’ll most often be making changes to master pages
You can also create columns of unequal width by dragging the column guides on the page (see “Adjusting Column Guides,” later in this chapter)
What happens to the objects on a page when you change the margin and column settings for that page? Do they reposition them-selves relative to the new margins? Or do they stay put? That depends
on the settings in the Layout Adjustment dialog box See “Adjusting Layouts,” later in this chapter, for more on adjusting layouts
Figure 2-3 Margins and Columns
Pages and Spreads
When you work with a document, you construct the document out
of pages and spreads You won’t get far in InDesign without ing the Pages panel, the primary tool for creating, arranging, delet-ing pages, and applying master pages It’s also a great way to navigate from one page to another, and it’s where you apply master pages to document pages
master-We considered naming this section “The Great Pages Panel out,” because that’s what it is
Work-The following are brief descriptions of the controls found in the Pages panel (see Figure 2-4)
▶ Spread and page icons These icons represent the document
pages and master pages in your publication You can drag these pages around in the Pages panel to change the page order, or apply master pages to document pages (or other master pages),
Pages Panel Options
Trang 8or create new master pages (by dragging document pages into the master page area of the panel).
▶ New page button Click this button to create a new document
page Hold down Command/Ctrl and click this button to create
a new master spread
▶ Delete page button Click this button to delete the selected page
or pages
▶ Master/Document page separator This bar separates the master
pages in your publication from the “normal” document pages You can drag the separator up or down
▶ Resize box Drag this icon to resize the Pages panel.
Note that the Pages panel has its own Context menu that contains many of the options on the Pages panel menu
To change the appearance of the panel (you really should), choose Panel Options from the panel menu (see Figure 2-5) The options in the Panel Options dialog box can be used for good or evil
▶ Icon Size The options on this pop-up menu define the size of
the page icons (from Extra Small to Extra Large) in the Pages panel The Small option remains our perennial favorite
▶ Show Vertically Turn on Show Vertically to arrange the spreads
in the Pages panel vertically, centered around the spine This
is similar to the appearance of the corresponding panel in QuarkXPress, but it’s also one of the least efficient arrangements available in InDesign If you want to use the Pages panel for navigation (and you do, believe us), avoid this option
Master pages area Document pages area
Click to add a new document page.
Selected spread
Click to remove the selected page.
Letters inside the pages
indicate the master spread
applied to the page.
You can drag this separator bar This icon indicates that the page contains transparency.
Resize box
Figure 2-4 Pages Panel
Trang 9▶ Show Thumbnails You can show little pictures of the stuff on
your pages by turning on the Show Thumbnails option There is
a slight performance penalty to pay for having this turned on, so
we usually leave it off unless we really need to know what’s on each page at a glance
▶ Pages/Masters On Top This option controls the arrangement
of the document/master spreads areas in the panel If you prefer having the master spreads at the top of the panel (as in QuarkXPress), choose Masters on Top; we prefer Pages on Top since we manage pages far more often than master pages
▶ Resize What should happen to the document and master spread
areas of the panel when you resize the panel? That’s the tion you answer using the options on the Resize pop-up menu Choose Pages Fixed to prevent the document area from resizing,
ques-or Masters Fixed (our favques-orite) to do the same fques-or the masters area of the panel Choose Proportional to resize both areas by the same amount
The question “what page am I working on?” seems so simple, but in InDesign it can be somewhat complex InDesign makes a distinction
between targeting a page or spread and selecting a page or spread The
distinction may be new to you (see Figure 2-6):
▶ A page (or spread) is targeted if it is the page onto which the next new objects will be placed, such as objects pasted into a document
▶ A page (or spread) is selected if the next page action—such as duplicating the spread or changing its margins—will affect that page or spread
Selecting Pages and Spreads
The Panel Options dialog
box (choose Panel Options
from the Pages panel menu)
gives you a way to control the
appearance of the panel.
Figure 2-5 Pages Panel Options
Trang 10The target page and the selected page can be different pages—you can be viewing one page while your actions affect another By default, the page you are looking at is the one that is targeted But if you’re zoomed back so that more than one page or spread is visible on
screen, you can target and select any page or spread by clicking on it.
To select a page, click the page icon in the Pages panel To select
a spread, click the numbers beneath the page icons Note that you must select all of the pages in a spread in order to use the Spread Options option on the Pages panel menu—InDesign does not make
it available when you select a single page of the spread
To select more than a single page at a time, select the first spread, then hold down Shift as you select the other pages Hold down Com-mand/Ctrl as you click pages to select non-contiguous pages
Double-click a page icon (or the page numbers beneath the spread) to select that page or spread, display it in the publication
window, and target it You can hold down Option/Alt as you
double-click a page icon, and InDesign changes the page view to the Fit Page
in Window view These features make the Pages panel one of the best ways to get from page to page in your document (see Figure 2-7)
Click a page icon to select the
page In this example, page 2
is selected, but pages 6-7 are
the active spread.
Double-click the label of a spread (the name or page numbers beneath the spread icon) to select the spread and make it the active spread.
Figure 2-6 Selecting Pages and Spreads
Double-click a page icon
to jump to that page; hold
down Option/Alt as you
double-click to display the page at Fit Page in Window view.
Figure 2-7 Navigating with the
Pages Palette
Trang 11This goes for master pages, too For example, while looking at your document pages, you can select a master page in the Pages panel (click on it once), open the Margins and Columns dialog box (from the Layout menu) and make changes The changes are applied
to the master page, which then ripple through to the document pages that you see on screen
Adding Pages
To add a page to your publication, do any of the following
Click the Add Page button InDesign adds a page to the publication
and displays the new page in the publication window (see Figure 2-8)
At the same time, InDesign applies the most recently applied master page to the new page If you hold down Option/Alt as you click the Add Page button, InDesign displays the Insert Pages dialog box (see below) If you press Command/Ctrl as you click the Add Page button, InDesign adds a new master page
Click the Create New Page button…
…and InDesign adds a page after the selected page or spread.
Hold down Command/ Ctrl as you click to add a new master spread.
Figure 2-8 The Add Page Button
Choose Insert Pages from the Pages panel menu InDesign displays
the Insert Pages dialog box (see Figure 2-9) Enter the number of pages you want to add in the Pages field Use the Insert pop-up menu
to select the position at which you want the inserted pages to appear
If you want to apply a master page or spread to the pages, choose that master page from the Master pop-up menu Click the OK button
to add the pages If you hold down Option/Alt, InDesign turns the Cancel button into the Reset button Click the Reset button, and the controls will be set back to the state they were in when you opened the dialog box
Trang 12Drag a master spread icon into the document pages area of the Pages panel This creates a new document page or page spread and
applies the master page to it To create a page without applying a master page to it, drag and drop the None master page in the docu-ment pages area
Hold down Option/Alt as you drag a page or page spread icon Just
as you can copy an object on a page by Option/Alt-dragging it on the page, you can duplicate document or master pages by Option/Alt-dragging them in the Pages panel (see Figure 2-10)
Choose Insert Pages from the Pages panel menu or Option/Alt-click the New Page button
Enter the number of pages
you want to add.
Use these controls to tell
InDesign where you want
to add the pages Choose a master spread to
apply to the new pages.
Click the OK button, and InDesign adds pages to the document.
Figure 2-9 Using the Insert Pages Dialog Box
Select a page or spread icon.
Hold down Option/
Alt and drag.
Drop the icon where you want to add the page (or spread).
Figure 2-10 Drag and Drop Duplication
Trang 13Choose Duplicate Spread from the Pages panel’s menu This
dupli-cates the selected spread (including any page objects on the spread’s pages) and adds it to the current section
Arranging Pages
Ordinarily, the pages in your publication are arranged into spreads according to the state of the Facing Pages option in the New Docu-ment and Document Setup dialog boxes If you’ve turned the Facing Pages option on, InDesign arranges the majority of pages into two-page spreads (the first page is a single page spread) If the Facing Pages option is off, InDesign makes each page in the publication into
a single page spread
But you’re not limited to these arrangements of pages and spreads
At any point, in any section of your publication, you can create a spread—also called an “island spread”—containing anything from one to ten pages
An island spread pays no attention to the default arrangement of pages, but follows its own whim It doesn’t matter what you do—you can add or remove pages that precede the island spread in a section, and the island spread will remain unchanged
To create an island spread, select a spread and then turn off Allow Selected Pages to Shuffle from the Pages panel menu InDesign dis-plays brackets around the name of the spread to indicate that it’s an island spread (see Figure 2-11) Selecting more than a single spread before you choose this option converts all of the spreads to separate island spreads; it does not join them into a single island spread
When you drag a page or spread into an island spread, InDesign adds the pages of the spread to the island spread When you drag a page out of an island spread, InDesign does not set the page as an island spread (that is, the pages of the island spread do not inherit the spread’s “island” quality)
Usually, when you drag pages around in the Pages panel, InDesign shuffles all the pages around to accommodate the change That is, if you add a page in a facing pages document between pages 3 and 4, the left-hand page 4 gets shuffled over to become a right-hand page
5, which pushes page 5 over, and so on However, you can cause all kinds of curious mayhem if you turn off the Allow Document Pages
to Shuffle feature in the Pages panel menu When this is off, sign won’t shuffle the pages; rather it just moves and adds pages For example, in the scenario above, the new page would be added to the
InDe-Shuffling Pages
Trang 14spread of either pages 2 and 3, or the spread of 4 and 5 (creating a three-page spread).
Which spread gets the page is subtle: As you drag a page between two spreads in the Pages panel, you’ll see a dark vertical line If you move the cursor a little closer to the spread on the left, the dark line will jog to the left a pixel or two Move the cursor to the right, and the line jogs to the right That’s the only indication as to which spread (the one to the left or to the right) the page will be added
Perhaps you want the first page of your facing-pages publication
to begin on a left-hand page? Turn off Allow Document Pages to Shuffle, then drag the first page to the left until you see a tiny black arrow pointing to the left There may only be a single screen pixel
on which this happens, so watch closely When you let go, the page moves over
Here’s one more time you might want to turn off the Allow ment Pages to Shuffle feature: If you have a facing pages document and you want to bleed an object into the inside of a spread (that is, the
Docu-Select a spread in the Pages palette.
InDesign converts the spread
to an island spread.
To add a page to an island spread, select
a page icon…
…and drag it into or adjacent to the island spread.
InDesign adds the page to the island spread.
Turn off the Allow Selected Spread to Shuffle option from the Pages panel menu.
Brackets around the spread’s
label indicate that the spread
is an island spread.
Figure 2-11 Creating an
“Island Spread”
Trang 15object looks like it’s bleeding into the binding), you’ll need to rate the left- and right-pages in the spread Turn off Allow Document Pages to Shuffle, then drag one of the pages away from the spread until you see a dark vertical bar When you let go, the pages will be separated Of course, if you’re going to bleed into the binding, you first need to make sure your printer and their imposition software can handle this correctly.
sepa-While dragging pages around in the Pages panel is fun, it’s faster and more precise to choose Move Pages from the Pages submenu (under the Layout menu) or from the Pages panel menu This dis-plays the Move Pages dialog box, which you can use to move pages in the current document, or to other documents (see Figure 2-12)
Figure 2-12 Move Pages Dialog Box
If you’re moving the pages to another document, you can choose to delete the pages from the current document as you do so.
Enter the range of pages
you want to move…
…and specify the destination for the pages
using these controls.
Rotating Spreads
When your design calls for rotated or graphics, you have a choice: You can twist your head around until your chiropractor grins, or you can use InDesign’s Rotate Spreads feature You can rotate any spread (or individual page, in a non-facing pages document) by selecting
it in the Pages panel and choosing 90°CW, 90°CCW, or 180° from the Rotate Spread View submenu (in the Pages panel menu, or the Context menu, if you right-click or Control-click on a spread in the panel; see Figure 2-13) In case you’re wondering, those “CW” abbre-viations stand for “clockwise” and “counter-clockwise.”
Rotating the spread only affects the view; this has no effect on printing or exporting your document You can save the rotation with your document, but if you plan on handing the document off
to someone else, you might consider removing the rotation, just so you don’t freak them out—to do that, choose Clear Rotation from the Rotate Spread View submenu On the other hand, it’s a wonder-ful practical joke to rotate one spread in the middle of a document
180 degrees
When a spread is rotated, InDesign places a special icon next to it
in the Pages panel (unless your icons are set to “Small”)