Wile Adobe InDesign CS5 Bible phần 2 pdf

You can zoom in and out using: l The Zoom tool l The zoom commands in the View menu: Zoom In, Zoom Out, Fit Page in Window, Fit Spread in Window, Actual Size, and Entire Pasteboard.. l

To close all windows for the currently displayed document, press Shift+Ô+W or Ctrl+Shift+W To close all

windows for all open documents, press Option+Shift+Ô+W or Ctrl+Alt+Shift+W n

FIGURE 2.3

Four cascading document windows

Using Workspaces

InDesign has so many options — especially in the number of panels it offers (see Chapter 1) —

that it gives you the ability to create workspaces, which are essentially memorized panel collections

Workspaces can also save any menu customizations you have made (see Chapter 3) By having several such workspaces, you can quickly switch among collections of panels based on the tasks you’re focused on

To create a new workspace, first open the panels you want and place them where you want, as Chapter 1 explains, and then customize menus as desired (see Chapter 3) With the panels and menus set as desired, you create a new workspace by choosing Window ➪ Workspace ➪ New Workspace, which opens the New Workspace dialog box

The New Workspace dialog box lets you name the workspace and gives you options to save the panel locations and menu commands:

l Panel Locations: If you select the Panel Locations option, the new workspace remembers

the panels’ location on the screen

l Menu Customizations: If you select the Menu Commands option, the new workspace

saves any menu customizations you’ve made

l Name: When you name the workspace, be sure to give it a name that makes sense, such

as Text Panels

The new workspace remembers what panels you added, rearranged, and removed, so the next time you choose that workspace, all those panels — and only those panels — appear on-screen That new workspace is available by choosing Window ➪ Workspace ➪ workspace name.

Tip

You can select workspaces not only from the Window menu’s Workspace submenu but also via the

Workspaces iconic pop-up menu on the application bar n

InDesign comes with several predefined workspaces, whose names are in brackets so that you know they are the predefined ones When you first launch InDesign, the limited [Essentials] work-space is used I believe that the [Essentials] default workspace hides too many features to be useful

in a professional setting, so I recommend you use the [Advanced] workspace instead, or create your own custom workspace

Note that you cannot edit the predefined workspaces, but if you make changes — such as turning

on full menus, adding or moving panels, or editing menus — they stick until you choose Window ➪ Workspace ➪ Reset workspace name For workspaces you create, your changes also stick until you reset them

The difference is that you can save changes to any workspaces you create by choosing Window ➪ Workspace ➪ New, giving the modified workspace the same name as the original ver-sion, and clicking OK; if you confirm that you want to replace the original workspace with the new one, InDesign updates that workspace

To delete a custom workspace, choose Window ➪ Workspace ➪ Delete Workspace You get a log box that asks what workspace to delete

dia-Working with Views

InDesign provides a variety of options for magnifying and displaying your work Understanding these ahead of time and memorizing the ones that work best for your type of work, your eyesight, and your monitor can help you get started with InDesign

Desktop-publishing pioneers in the late 1980s often worked on publications using 9-inch and-white monitors, and they spent as much time zooming in, zooming out, and pushing over-sized pages around on undersized screens as they formatted text and modified graphics The best present you could give yourself — or your employer could give you — is a large monitor (two large monitors aren’t bad, either)

black-In this era of proliferating panels, there’s no such thing as too much screen space; but even if you have a huge monitor, you’re going to find yourself zooming in and out and using InDesign’s other display-related features to control what you see on-screen and help you work more efficiently

Zooming and scrolling

When you begin building a page, it’s often easiest to display the entire page (choose View ➪ Fit Page in Window or press Ô+0 or Ctrl+0) or spread (choose View ➪ Fit Spread in Window or press

Option+Ô+0 or Ctrl+Alt+0) Note the use of the numeral 0, not the letter O, in the shortcuts,

cre-ating the required objects and positioning them more or less where you want them

After you add text and graphics to your frames, you probably want to begin polishing the page by modifying individual objects At this point, seeing a reduced view of an entire page or spread isn’t the best way to work If you need to work on details, pull out a magnifying glass With InDesign, this means tapping into the program’s view-magnification capabilities

You can zoom in to magnifications up to 4,000 percent and zoom out to magnifications as small as

10 percent Like many other features, you have several options for changing view magnification

You can zoom in and out using:

l The Zoom tool

l The zoom commands in the View menu: Zoom In, Zoom Out, Fit Page in Window, Fit Spread in Window, Actual Size, and Entire Pasteboard

l The Zoom Level pop-up menu or the accompanying field in the left side of the application bar (see Chapter 1)

l Gestures (see Chapter 3)

l The quick zoom capability

The Zoom tool

If you’re the type of designer who prefers the click-and-drag solution when it’s available, you ably want to use the Zoom tool to enlarge a portion of a page Here’s how it works:

1 Select the Zoom tool or press Z if the Type tool is not selected.

2 At this point you have two options:

l You can move the Zoom pointer over the area you want to see and click the mouse Each click enlarges the view to the next preset magnification percentage (To

display these percentages, click the pop-up menu next to the Zoom field at the tom-left corner of the document window.)

bot-l You can click and drag a rectangle that encloses the area you want to see When

you release the mouse, the area is centered in the document window (When you hold Option or Alt, the plus sign in the Zoom pointer changes to a minus sign Clicking or clicking and dragging in this situation zooms out instead of in.)

Tip

You never have to actually select the Zoom tool Instead, use its keyboard shortcuts: Ô+spacebar or

Ctrl+spacebar (for zooming in) and Ô+Option+spacebar or Ctrl+Alt+spacebar (for zooming out) n

Zoom options in the View menu

The third group of commands in the View menu lets you change the view magnification Here’s a brief description of each command:

l Zoom In (Ô+= or Ctrl+=): This enlarges the display magnification to the next higher

per-centage (When no objects are active, the Zoom In command is also available in the textual menu.)

con-l Zoom Out (Ô+– [hyphen] or Ctrl+– [hyphen]): This reduces the display magnification

to the next lower percentage (When no objects are active, the Zoom Out command is also available in the contextual menu.)

Tip

If an object is active when you choose Zoom In or Zoom Out or use the Zoom field or pop-up menu, the object

is centered in the document window after the view changes n

New Feature

You can now use the Zoom In and Zoom Out keyboard shortcuts when you’re working in a panel or a dialog

box to magnify or reduce the layout n

l Fit Page in Window (Ô+0 [zero] or Ctrl+0 [zero]): This reduces or enlarges the display

magnification of the currently displayed page (the current page number appears in the page number field at the lower left of a document window) so that the entire page is visi-ble (and centered) in the document window

l Fit Spread in Window (Option+Ô+0 [zero] or Ctrl+Alt+0 [zero]): This is similar to Fit

Page in Window, except you use it if you’re working on a facing-page document and want the entire spread to be on-screen

l Actual Size (Ô+1 or Ctrl+1): This displays the document at 100 percent magnification

When you choose Actual Size, a pica is a pica and an inch is an inch — if your monitor is appropriately configured

Double-clicking the Zoom tool is the same as choosing View ➪ Actual Size; it displays a document at 100

per-cent magnification n

l Entire Pasteboard (Option+Shift+Ô+0 [zero] or Ctrl+Alt+Shift+0 [zero]): This

reduces the display magnification so that the current page or spread and its surrounding pasteboard are visible within the document window

Tip

To switch back and forth between the last two magnification percentages, press Option+Ô+2 or Ctrl+Alt+2 n

The Zoom Level field and pop-up menu

The Zoom Level field in the application bar and its accompanying Zoom pop-up menu offer two additional methods for changing display magnification To use the field, simply type a value between 5 percent and 4,000 percent and then press Return or Enter To use the pop-up menu, click the arrow and then choose one of the preset magnification values

The Hand tool

Sometimes after you’ve zoomed in to work on a particular object, you want to work on a portion of the page that’s not currently on-screen You can always zoom out and then use the Zoom tool or the Zoom In command to zoom back in, or you can push the page around within the window until you can see the portion of the page you want to work on

To scroll, you can use the scroll bars and boxes on the right and bottom of the document window,

or you can use the Hand tool (press H if the Type tool is not selected) Simply select it and then click and drag to move the currently displayed page or spread around within the document win-dow When you can see what you want, release the mouse

Tip

To temporarily access the Hand tool when the Type tool is not selected, press the spacebar The hand pointer

appears Click and drag to move the page within the document window (This is one of InDesign’s most useful

keyboard shortcuts!) n

Gestures

Recent Macs and some PCs support gestures you make with your fingers, either on a trackpad or touch-capable mouse surface (Macs) or via a touchscreen (Windows 7) For zooming on both Macs and PCs, use the pinch gesture (two fingertips moving closer) to zoom in and the expand gesture (two fingers moving apart) to zoom out In Windows, you can also double-tap to zoom in to where you tapped

New Feature

Support for Windows gestures is new to InDesign CS5 (The previous version supported only Mac OS gestures.)

Chapter 3 covers gestures in more depth n

The quick zoom function

For a quick way to pan through your document, you can use the quick zoom feature First, make sure the Hand tool is active, then click and hold the mouse InDesign zooms out and displays a red rectangle, as Figure 2.4 shows

If you move the mouse, InDesign stops zooming and instead lets you move the rectangle to a new area of focus Let go to have InDesign display that part of the document back at the original zoom setting

If the autozoom is too fast, you can use the up and down arrow keys instead to manually move through various zoom levels; and if you decide you’ve navigated some place you didn’t mean to, just press Esc — as long as the mouse is still pressed — to start over

FIGURE 2.4

The quick zoom function

Setting object display options

Generally, you’re going to want to display the objects you’ve placed on your pages After all, what appears on-screen is what gets printed, right? Not exactly For example, text and graphic frames appear on-screen with blue borders, even if they’re empty, but the borders don’t print In addition

to the six zoom commands (covered earlier in this chapter), there are several commands that affect how objects appear:

l View ➪ Extras ➪ Show/Hide Frame Edges (Control+Ô+H or Ctrl+H): When you

choose Hide Frame Edges, text and graphics frames do not appear with a blue border

Additionally, an X does not appear in empty graphics frames when frame edges are

hid-den You might want to hide frame edges to see how a page will look when printed

Tip

When you move an object by clicking and dragging, you have the choice of displaying the entire object

(including the contents of a frame) or displaying only the bounding box If you begin dragging immediately

after clicking to select an object, only the bounding box appears as you drag If you pause after clicking an

object until the stem of the arrow pointer disappears and then begin dragging, the entire object appears n

l View ➪ Extras ➪ Show/Hide Text Threads (Option+Ô+Y or Ctrl+Alt+Y): When you

choose Hide Text Threads, the indicator arrows that connect text frames through which a single story flows do not appear You thus can’t quickly tell what the text flow is, but you also no longer have those distracting arrows on-screen

l In the Pages panel’s flyout menu, choose View ➪ Show/Hide Master Items When you

choose Show Master Items, any objects on the currently displayed document page’s ter page appear When you choose Hide Master Items, master objects on the currently dis-played page are hidden This command is page-specific, so you can show or hide master objects on a page-by-page basis

mas-l View ➪ Extras ➪ Show/Hide Notes: This shows or hides notes embedded in text (see

Chapter 19)

l View ➪ Extras ➪ Show/Hide Hyperlinks: This shows or hides the hyperlink display

styles set for your hyperlinks (see Chapter 33); if no such hyperlink display styles are set, this command does nothing

l View ➪ Extras ➪ Show/Hide Live Corners: This shows or hides the control point on

frames that lets you reshape their corners with the mouse (see Chapter 12)

l View ➪ Extras ➪ Show/Hide Content Grabber: This shows or hides the

doughnut-shaped icon that lets you more easily select overlapped objects (see Chapter 13)

l View ➪ Show/Hide Rulers (Ô+R or Ctrl+R): This shows or hides the horizontal and

vertical ruler

l View ➪ Grids & Guides ➪ Show/Hide Guides (Ô+; [semicolon] or Ctrl+; [semicolon]):

This shows or hides margin, column, and layout guides

l View ➪ Grids & Guides ➪ Show/Hide Baseline Grid (Option+Ô+' [apostrophe] or

Ctrl+Alt+' [apostrophe]): This shows or hides the baseline grid established in the Grids

pane of the Preferences dialog box You can access this pane on a Mac by choosing InDesign ➪ Preferences ➪ Grids or pressing Ô+K; choose Edit ➪ Preferences ➪ Grids or press Ctrl+K in Windows

l View ➪ Grids & Guides ➪ Show/Hide Document Grid (Ô+' [apostrophe] or Ctrl+'

[apostrophe]): This shows or hides the document-wide grid established in the Grids pane

of the Preferences dialog box

Note that some of these menu option names toggle between Show and Hide each time you select them Therefore, if the menu option begins with Hide, it means that attribute is currently being displayed; if it starts with Show, it means the attribute is currently not being displayed

New Feature

The Show/Hide Frame Edges, Show/Hide Text Threads, Show/Hide Notes, and Show/Hide Hyperlinks menu

options have been moved from the View menu to the new Extras submenu in the View menu The Show/Hide

Live Corners and Show/Hide Content Grabber options are new to InDesign CS5 n

Cross-Reference

Chapter 3 explains how to set grid and guideline defaults Chapter 7 explains how to use grids Chapter 10

explains how to use guidelines Chapter 12 covers live corners, while Chapter 13 covers the content grabber n

Using screen modes

As Chapter 1 noted, InDesign has five screen mode options at the bottom of the Tools panel, which you can also access by choosing View ➪ Screen Mode ➪ submenu

The Normal screen mode is the view you usually work in, so the pasteboard, frame edges, text threads, and the like are visible as you work, to make object selection and manipulation easier (As noted earlier in this chapter, you can separately control which of those InDesign indicators dis-plays when in Normal screen mode.)

The Preview mode shows the document as if it were printed or exported to a PDF or Flash file, so you can see what the user will see You can still edit and otherwise manipulate your layout in this screen mode, but you can’t see layout aids such as frame edges except for that of the currently selected objects The Bleed and Slug modes are variations of the Preview mode that show any objects in the bleed or slug areas beyond the page boundaries; Chapter 4 explains bleeds and slugs

New Feature

The Presentation screen mode is new to InDesign CS5 It lets you show your InDesign layout as if it were a

slideshow, such as for making client presentations either in person or over a screen-sharing service (If you use

a screen-sharing service, initiate the sharing session first, then switch to the Presentation screen mode.) n

The new Presentation screen mode (which you can also access by pressing Shift+W, as long as the Type tool is not active) presents your layout as a slideshow, so you can navigate through it using the same key presses as you would with Microsoft PowerPoint, or Apple Keynote, as Table 2.1 shows

Presentation Screen Mode’s Navigation Keys

Go to next spread →, or Page Down or PgDn click

Go to previous spread ←, or Page Up or PgUp Shift+click, or Control+click or right-click

Like Preview mode, Presentation mode hides all InDesign indicators and shows just what the reader would see in the final pages However, unlike Preview mode, Presentation mode lets you change the background color of the screen; the background color appears between your monitor’s edges and the edges of the pages you are presenting Press B to change the background to black, W

to white, and G to gray (the default background color)

To exit Presentation mode, press Esc

Summary

InDesign can work with multiple documents simultaneously, with each document in its own ment window By default, each document window is accessed by clicking its tab, but you can dis-play document windows as floating overlapping windows or as tiles that all appear simultaneously

docu-You can also have multiple windows open for the same document to see different pages at the same time or to show multiple views of the same page all at once

InDesign’s workspaces capability lets you save sets of panels and, optionally, their locations and any menu customizations You can then switch among these workspaces as desired, to quickly get just the panels and menu customizations you want for the task at hand

InDesign provides several types of view controls You can zoom in or out of your document using any of several options: the Zoom tool, the Zoom field, the Zoom Level pop-up menu, gestures, keyboard shortcuts, or the quick zoom function

You can also scroll through your document to change the view focus using the scroll bars, the Hand tool, gestures, or the quick zoom function.

InDesign also lets you control what layout aids appear for objects in your layout, such as frame edges, text threads, rulers, grids, and guidelines And it lets you change screen mode, such as to preview what the layout will look like to a reader

Customizing keyboard shortcuts and menu options Setting defaults for

documents, text, and objects Creating default colors and styles

Although you may not realize it, Adobe has made a variety of educated

guesses about the way you work For example, it assumes you work

in picas, that you prefer low-resolution previews of images, and that you use typographers’ quotes Adobe has also made decisions about the

default properties of text, the default color swatches included with

docu-ments, and the default attributes of some objects In all cases, Adobe tried to

make the defaults appropriate for most publishers

But no matter how much thought Adobe put into making these educated

guesses, they don’t work for everybody In fact, it’s unlikely that every single

setting is appropriate for you That’s why InDesign lets you set dozens and

dozens of preferences, to make the program work the way you do

So no matter how tempted you are to jump in and start working, take a

min-ute to prepare InDesign for the way you actually work

Working with Preferences Files

InDesign stores preferences in several places Some are stored in the

docu-ments themselves, so they work as expected as they are moved from user to

user Others are stored in files on your computer and affect only you

Setting universal defaults

One of InDesign’s best features is its ability to set universal defaults, meaning

that each time you create or open a document, those preferences are used

However, this behavior is not automatic

If you make changes to preferences — whether in the Preferences dialog box, in a panel, or in a menu — the preferences are applied to the current document The next time you open that docu-ment, it uses those preferences.

To make a preference apply to all new documents, you have to change that preference when no documents are open Then they become universal preferences (you don’t even have to close InDesign for them to set) Well, almost universal: Documents created before you set those univer-sal preferences retain their own preferences just as do documents created by other people on their computers

To change universal preferences, make sure no document is open, and then change whatever erences you want

pref-InDesign Defaults file

The preferences you set in InDesign, from measurement units to color-calibration settings, are all stored in the InDesign Defaults file:

l On the Mac, this file is in the Users:current user:Library:Preferences:Adobe

InDesign:Version7.0 folder on the drive that contains the Mac OS X System

folder

l In Windows XP, it is in the \DocumentandSettings\current user\

ApplicationData\Adobe\InDesign\Version7.0 folder on the drive that contains Windows

l In Windows Vista and 7, it is in the \Users\current user\AppData\Local\

Adobe\InDesign\Version7.0 folder on the drive that contains Windows

Platform Difference

In Windows, the Application Data and AppData folders are hidden by default To see the Application Data

folder in Windows XP, open any folder in Windows and then choose Tools ➪ Folder Options to open the Folder

Options dialog box Go to the View pane and select the Show Hidden Files and Folders option Click OK To

see the AppData folder in Windows Vista or 7, choose Start ➪ Computer and then choose Organize ➪ Folder

and Search Options in the dialog box that appears Go to the View pane and select the Show Hidden Files,

Folders, and Drives option Click OK n

Because some of the information affects how text flows and how documents look, you may want to standardize it for a workgroup by setting preferences once and sharing the InDesign Defaults file

(Sharing the file is a simple matter of giving copies of the file to other InDesign users to place in the appropriate system folder.)

Tip

To return to a blank slate, you can delete the InDesign Defaults preference files when opening InDesign; press

Control+Option+Shift+Ô or Ctrl+Alt+Shift when launching InDesign n

If you make changes to preferences while a document is open, the changes save with that document and not in

the InDesign Defaults file The document remembers its own preference settings so that it looks the same when

it’s opened on other computers running InDesign n

Presets folder

The Presets folder — which is inside the folder containing the InDesign application — contains eight kinds of stored preferences: shortcut sets, color swatch libraries, workspaces, auto-correction tables, find/change tables, the button library, page transitions, and motion presets (The other four subfolders in the Presets folder contain internal settings such as for Web and Flash export and for InDesign’s startup display; they should be left unmodified.)

The latter two relate to InDesign’s interface, not preferences related to your work Because these preferences are stored in files, they can be copied to other users’ Presets folders to help ensure con-sistent options among all users in a workgroup Here are the eight folders that contain users’ stored preferences:

l Autocorrect: This folder includes XML documents that store the automatic

text-correc-tion rules that appear in the Autocorrect pane of the Preferences dialog box — both those that come with InDesign and those you add yourself (see Chapter 19) If you are knowl-edgeable in XML, you can edit this file to add more correction rules outside of InDesign (which may be helpful for a production programmer, for example)

l Button Library: This folder contains a standard InDesign library file named

ButtonLibrary.indll that contains the buttons defined in the Buttons panel

l Find-Change Queries: This folder’s subfolders include XML documents that store

com-mon find/change queries, such as replacing two paragraph returns with one, as shown in the Query pop-up menu of the Find/Change dialog box (see Chapter 19) If you are knowledgeable in XML, you can edit these files to add more correction rules outside of InDesign

l InDesign Shortcut Sets: InDesign lets you create custom shortcut sets (explained later in

this chapter), so if you don’t like the shortcuts that Adobe assigned to various commands —

or if you want to add shortcuts to features when Adobe doesn’t provide them — you can make InDesign work your way This also lets different users have their own shortcut defi-nitions on the same computer

l InDesign Workspaces: This folder contains workspace definitions A workspace is a set of

panels and panel positions that you can save for easy switching among different interfaces optimized for different layout tasks (see Chapter 2) For example, you can have all text-editing panels appear when you’re working on text, and graphics and object-handling panels appear while you’re laying out elements

l Motion Presets: This new folder contains the types of motions that you can apply to

ani-mated objects for export to Adobe Flash presentation (.swf) files, as well as any motion presets you create in InDesign or import from Adobe Flash Pro

l Page Transitions: This folder contains the Adobe Flash movie (.swf) files and related XML files used in page transitions in the Page Transitions panel.

l Swatch Libraries: This folder contains color-swatch libraries — both those that come

with InDesign and any you might add yourself

New Feature

The Motion Presets folder is new to InDesign CS5 The Page Sizes folder and its NewDocSizes.txt file are

gone in InDesign CS5, removing that manual way of setting up document presets (see Chapter 4) n

Cross-Reference

I cover workspaces in Chapter 2; shortcut sets later in this chapter; document creation in Chapter 4; swatch

libraries in Chapter 8; search and replace and auto-correction in Chapter 19; glyph sets in Chapter 23; buttons

and page transitions in Chapter 34; and scripts in Chapter 37 n

Using the Preferences Dialog Box

Preferences are settings that affect an entire document — such as what measurement system you’re using on rulers, what color the guides are, and whether substituted fonts are highlighted In InDesign, you access most of these settings through the Preferences dialog box: Choose InDesign ➪ Preferences ➪ desired pane or press Ô+K on the Mac, or choose Edit ➪ Preferences ➪ desired pane or press Ctrl+K in Windows They are stored in the InDesign Defaults file in your InDesign applica-tion folder

Note

You must select a specific pane from the Preferences submenu For example, you might choose InDesign ➪

Preferences ➪ Composition on the Mac or Edit ➪ Preferences ➪ Composition in Windows If you use the

key-board shortcut Ô+K or Ctrl+K, you get the General pane, from which you can then select the desired pane

from the list on the left n

The Preferences dialog box provides 18 types of settings divided into panes: General, Interface, Type, Advanced Type, Composition, Units & Increments, Grids, Guides & Pasteboard, Dictionary, Spelling, Autocorrect, Notes, Track Changes, Story Editor Display, Display Performance,

Appearance of Black, File Handling, and Clipboard Handling

Go to each pane for which you want to change preferences, make your changes, and when done click OK to save them (or click Cancel to not make the changes you entered in the various panes)

Caution

In contrast to most actions you perform in InDesign, you cannot reverse changes to preferences using the

Undo command (choose Edit ➪ Undo, or press Ô+Z or Ctrl+Z) If you change your mind about a preference

setting, open the Preferences dialog box and change the setting again n

In this section, I take a comprehensive look at all the preferences in InDesign I explain references that affect

specific features again in the relevant chapters For example, I cover Dictionary preferences in Chapter 19 n

General preferences

Options in the General pane (see Figure 3.1) affect the operation of several InDesign features

The General pane of the Preferences dialog box (the default settings are shown)

Page Numbering area

In the Page Numbering area of the Preferences dialog box, the View pop-up menu controls how page numbers appear in the fields such as the page number field on the document window Here are the controls:

l Section Numbering: This is the default setting, which means that InDesign shows the

page numbers according to the information in the Section Options dialog box accessed through the Pages panel’s flyout menu When Section Numbering is selected, by default

you need to type section page numbers, such as Sec2:3, in fields used for specifying or

navigating pages, such as in the Go to Page dialog box covered in Chapter 1 (Chapter 5 explains page controls in detail.)

l Absolute Numbering: This option, which I prefer, shows page numbers according to

each page’s position in the document For example, the first page is 1, the second page is

2, and the third page is 3, even if the pages display the Roman numerals i, ii, and iii

When this option is selected, you can always jump to the first page in a document by

typing 1 in the Page Number box.

Font Downloading and Embedding area

The Always Subset Fonts with Glyph Counts Greater Than field is used for OpenType fonts that have many special characters, such as accented letters, symbols, and diacritical marks To prevent output files from getting clogged with very large font files, this option lets you set the maximum number of characters (glyphs) that can be downloaded from a font file into an output file Any characters actually used are always downloaded; the reason you might want to download an entire font is so that someone could edit the file as a PDF or EPS file and have access to all characters in the proper fonts for such editing

Object Editing area

If selected, the new Prevent Selection of Locked Objects stops the mouse from being able to select

a locked object (see Chapter 13) If deselected, you can select a locked object with the mouse but must still unlock it to work with it

New Feature

The Prevent Selection of Locked Object option is new to InDesign CS5, and gone is the Enable Attached Scripts

option: You can no longer control whether a script automatically runs if a menu invokes it; instead, all such

scripts now run automatically n

The When Scaling control has two options:

l When the Apply to Content radio button is selected and you resize an object with no

stroke, InDesign displays the new scale whether you select the object using the Selection tool or you select its content using the Direct Selection tool This option makes it easy to

see what objects have had their content scaled when selected with the Selection tool

l When the Adjust Scaling Percentage option is selected instead, InDesign shows the resized object as 100 percent when you select it with the Selection tool, but shows the actual new scale only when you select its content using the Direct Selection tool This has always been InDesign’s standard behavior (If the object has a stroke, InDesign shows the new scale no matter what tool you select it with — also InDesign’s longstanding normal behavior.)

Cross-Reference

Chapter 11 explains how to scale objects and their contents n

Reset All Warning Dialogs button

Use this button to turn on warning dialogs you may have turned off Most warning dialog boxes have

an option to turn off future warnings, and this option resets them so that they all appear again

Interface preferences

InDesign has three sets of options in this pane, shown in Figure 3.2

The Cursor and Gesture Options area offers these controls:

l The Tool Tips pop-up menu has three options: Normal, Fast, and None None turns off

tool tips, the labels that pop up when the mouse hovers over a panel’s icons Fast makes

the labels appear faster, which is best for new users learning the interface Normal is the default setting and is the best for experienced users because it waits a bit before displaying the label so that it doesn’t pop up if you’re just moving the mouse slowly

l The Show Thumbnails on Place option, if selected, shows you a small preview icon of an imported text or graphics file when you use the Place command to bring it into InDesign

l The Show Transformation Values option, if selected, displays near the mouse the new tings as you move the mouse for sizing, scaling, and rotating objects It is selected by default

set-l The new Enable Multi-Touch Gestures option, if selected, lets you use finger gestures instead of the mouse on touch-enabled devices, such as recent MacBooks and on Windows 7–based touchscreen PCs

The Panels area offers these controls:

l The Floating Tools Panel pop-up menu lets you set the Tools panel as double-column width, single row, or the default single-column width This is a matter of personal preference

l If the Auto-Collapse Icon Panels option is selected, InDesign automatically closes an open panel when the mouse is no longer within that panel But this feature works only if the main dock has been collapsed and you are accessing the panels from it in that collapsed view (Free-floating panels are not affected.)

l The Auto-Show Hidden Panels option, if selected, adds dark gray borders to the sides of the InDesign window when you hide panels by pressing Tab Hover the mouse over the left border to redisplay the Tools panel; hover over the right border to redisplay the main dock (Press Tab again to get all panels back.)

l The Open Documents as Tabs option, if selected, puts new documents into tabs rather than in free-floating windows It is enabled by default

l The new Enable Floating Document Window Docking option, if selected (the default), docks a document window into the document tab bar (see Chapter 2) when you drag the window to the bar If deselected, document windows are not docked when dragged into the tab bar

The Options area offers these controls:

l Using the Hand Tool slider, you can adjust screen refresh while scrolling Either click the desired tick mark or move the slider to the desired tick mark Selecting the leftmost tick mark means you see less detail appear as you scroll This can speed up scrolling in com-plex documents It has no effect on image preview when you stop scrolling, or on printing quality

l The new Live Screen Drawing pop-up menu determines how InDesign displays graphics

as you reshape and move them: The Immediate option has InDesign refresh the screen in real time, the Delayed option has InDesign update the screen when you pause (a good option for slow computers), and the Never option has InDesign wait until you’ve com-pleted your action before updating the screen (an option that only very slow computers should use)

New Feature

The Enable Floating Document Window Docking, Live Screen Drawing, and Enable Multi-Touch Gestures

set-tings are new to InDesign CS5 The Hand Tool slider has moved to the Interface pane from the Display

Performance pane it occupied in previous versions n

FIGURE 3.2

The Interface pane of the Preferences dialog box (the default settings are shown)

Type preferences

Options in the Type pane of the Preferences dialog box, shown in Figure 3.3, affect how several character formats work, whether you use typographer’s quotes, and how text appears on-screen

Type Options area

These options control how InDesign handles character formatting behind the scenes as you work

Note that the first four of the seven Type Options that control different aspects of InDesign’s acter handling are selected by default

char-Thanks to the iPhone, touch-based computer interaction is becoming increasingly common Still, only

newer computers support multiple-finger touch (called multitouch) gestures: For Macs, you can use the

trackpads in a MacBook Air, a 2008 or newer model MacBook Pro, or a 2009 or newer model MacBook,

or you can use the surface of an Apple Magic Mouse For PCs, you need a touchscreen-equipped PC

run-ning Windows 7 (or runrun-ning an earlier version of Windows with the Pen and Tablet extensions installed)

Remember: To use gestures, you place the number of fingertips indicated on the trackpad or

touch-screen and then move them as described

On a Mac, you can use these gestures:

l Zoom in or out: Use the pinch gesture (two fingertips moving closer) to zoom in and the

expand gesture (two fingers moving apart) to zoom out

l Rotate: Use the rotate gesture (twisting two fingertips clockwise or counterclockwise) to rotate

selected objects If no objects are selected, your pasteboard is rotated in 90-degree increments

l Scroll: Drag two fingers up, down, left, or right as desired, based on where you want to scroll

the screen

l Page up and down: Use the swipe gesture (drag three fingertips from right to left); to scroll to

the previous page, swipe from left to right (The swipe gesture acts as if you were pressing Page Up and Page Down keys.)

In Windows, you can use these gestures:

l Zoom in or out: Use the pinch gesture (two fingertips moving closer) to zoom in and the

expand gesture (two fingers moving apart) to zoom out You can also double-tap to zoom into where you tapped

l Rotate: Use the rotate gesture (twisting two fingertips clockwise or counterclockwise) to rotate

selected objects If no objects are selected, your pasteboard is rotated in 90-degree increments

l Scroll: Drag one finger up, down, left, or right as desired, based on where you want to scroll

the screen

l Page up and down: Use the Forward flick gesture (quickly drag a finger a short distance to the

right); to scroll to the previous page, use the Back flick (to the left) (The flick gesture acts as if you were pressing PgUp and PgDn keys.)

Using Gestures

l Use Typographer’s Quotes: When you press the quotation mark key on the keyboard

with Use Typographer’s Quotes selected, InDesign inserts the correct typographer’s

quota-tion marks (often called curly quotes) for the current language in use For example, for U.S

English, InDesign inserts typographic single quotation marks (‘ ’) or double quotation marks (“ ”) rather than straight quotation marks For French and some other languages, InDesign inserts double angle brackets (« »)

InDesign knows what language’s characters to use based on the Language pop-up menu

in the Character panel (choose Type ➪ Character or press Ô+T or Ctrl+T), or in the Paragraph Style and Character Style panels’ Advanced Character Formats pane (choose Type ➪ Paragraph Styles or press Ô+F11 or Ctrl+F11, and choose Type ➪ Character Styles

or press Shift+Ô+F11 or Ctrl+Shift+F11)

FIGURE 3.3

The Type pane of the Preferences dialog box (the default settings are shown)

l Type Tool Converts Frame to Text Frames: Selected by default, this option has

InDesign automatically convert an empty frame to a text frame if you click it with the Type tool If this option is deselected, you have to choose Object ➪ Content ➪ Text to convert a selected graphic or unassigned frame to a text frame

l Automatically Use Correct Optical Size: When selected, this option automatically

accesses OpenType and PostScript fonts that include an optimal size axis, which ensures optimal readability at any size

l Triple Click to Select a Line: When this option is selected, InDesign lets you triple-click

anywhere in a line to select the whole line This used to be a standard shortcut in Mac applications but has fallen into disuse

l Apply Leading to Entire Paragraphs: If this option is selected, InDesign applies leading

changes to the entire paragraph as opposed to the current line In most cases, you want the leading (the spacing between lines) to be applied to all paragraphs, so I recommend that you select this option (It is not selected by default in InDesign.)

l Adjust Spacing Automatically When Cutting and Pasting Words: This option is

selected by default and adds or deletes spaces around words when you cut and paste so that words don’t abut or have too many spaces next to them

l Font Preview Size: If selected, this option displays a preview in all menus in which lists

of fonts appear The preview shows the actual font so that you can see what you’ll get before selecting the font The pop-up menu at right lets you select the size of the preview

Figure 3.4 shows an example Note that if you have lots of fonts, the preview menu size quickly becomes unwieldy

FIGURE 3.4

Example of a font menu that appears when Font Preview Size is selected and set to medium size

Drag and Drop Text Editing area

The options here control whether you can drag and drop text selections within a document By default, Enable in Story Editor is selected, whereas Enable in Layout View is deselected These default settings mean you can drag and drop text in the Story Editor but not when working on a layout, the rationale being that a layout artist could inadvertently move text if it were selected for the layout view

Smart Text Reflow area

The options here control how text is auto-flowed into blank and new pages (see Chapter 18):

l Add Pages To: This pop-up menu determines how pages are added to accommodate new

text The menu options are End of Story, End of Section, and End of Document

l Limit to Master Text Frames: If selected, this option adds text only using the master

page text frame defined for your document (as described in Chapters 5 and 18) It is selected by default

l Preserve Facing-Page Spreads: If selected, this option won’t let pages be added in such a

way that breaks apart facing-page spreads that have objects already on them

l Delete Empty Pages: If selected, this option deletes any blank pages in the document

after the new pages are inserted, including blank pages that you may have created but not yet added objects to (in other words, not just those at the end of the document)

Advanced Type preferences

The Advanced Type pane includes additional typographic settings, as shown in Figure 3.5

The flyout menu on the Character panel (choose Type ➪ Character or press Ô+T or Ctrl+T) lets you format highlighted characters as Superscript (reduced and raised above the baseline), Subscript (reduced and dropped below the baseline), or Small Caps (reduced versions of capital letters) Note that Superscript, Subscript, and Small Caps characters do not need to be reduced — they can actually

be enlarged instead The controls in the Advanced Type pane govern precisely how these characters are placed and resized, as well as control the handling on non-Latin text entry

FIGURE 3.5

The Advanced Type pane of the Preferences dialog box (the default settings are shown)

Character Settings area

This area controls the size of subscripts, superscripts, and small caps:

l The Size fields let you specify how much to scale these characters The default is 58.3 percent, but you can type a value between 1 and 200 percent I prefer 60 or 65 percent, depending on the type size and font.

l The Position fields let you specify how much to shift Superscript characters up and Subscript characters down The default is 33.3 percent, but you can type a value between –500 and 500 percent I prefer 30 percent for subscripts and 35 percent for superscripts

l The Small Cap field lets you specify the scale of Small Caps characters in relation to the actual capital letters in the font The default is 70 percent, but you can type a value between 1 and 200 percent

Input Method Options area

The Use Inline Input for Non-Latin Text option enables input method editors (IMEs) from Microsoft, Apple, or other companies, if installed on your computer, for typing Chinese-, Japanese-, and Korean-language (CJK) characters on non-CJK operating systems It’s meant for the occasional use of CJK characters If you publish regularly in these languages, you should use the appropriate CJK version of InDesign

Highlight area

The options in the Highlight area control whether InDesign calls attention to possible typesetting problems by drawing a highlighter pen effect behind the text

l Keep Violations: This option is deselected by default and highlights the last line in a text

frame when it cannot follow the rules specified in the Keep Options dialog box in the Paragraph panel’s flyout menu (choose Type ➪ Paragraph or press Option+Ô+T or Ctrl+Alt+T) For example, if the Keep Options settings require more lines to stay together than fit in the text frame, thereby bumping all the text in a frame to the next text frame in the chain, the Keep Options rules are violated and the last line of text is highlighted so that you know to change the frame size or the Keep Options rules for that text

l H&J Violations: When selected, H&J Violations uses three shades of yellow to mark lines

that might be too loose or too tight because of the combination of spacing and ation settings The darker the shade, the worse InDesign considers the problem to be

hyphen-H&J Violations is deselected by default; you might want to select it while fine-tuning type and then deselect it when you’re finished

l Custom Tracking/Kerning: If this option is selected, it highlights custom tracking and

kerning (essentially, anywhere you override the defaults) in a bluish green It’s handy for copy editors, helping them quickly find such overrides to make sure they’re not too tight

or loose for readability reasons

l Substituted Fonts: This option is selected by default and uses pink highlight to indicate

characters in fonts not available to InDesign InDesign actually uses Adobe Sans MM or Adobe Serif MM to create a replacement for missing fonts so that the text looks as close as possible to the actual font For editing purposes, the substituted fonts work fine, although the pink highlight can be distracting But for output purposes, it’s important that you have the correct fonts, so you may want to live with the irritation and have InDesign highlight substituted fonts for you

l Substituted Glyphs: This option highlights in yellow any glyphs (special characters) that

are substituted This usually occurs when you have multiple versions of the same font, with different special characters in each version For example, a file using the euro (€) cur-rency symbol might have been created in the newest version of, say, Syntax But a copy editor working on the same file may have an older version of Syntax that doesn’t have the euro symbol in it Selecting Substituted Glyphs ensures that such a problem is highlighted

Substituted Glyphs also highlights characters of an OpenType font that have been changed

on the fly by turning on some OpenType features from the Control panel’s or Character panel’s flyout menu, such as Discretionary Ligatures, Swashes, Small Caps, Slash Zero, and so on I recommend you select this option

Note

InDesign is hypersensitive to fonts (see Chapter 20), so you’ll get such highlighting even when you have the

correct font installed but the wrong face applied to it (such as Normal rather than Regular); in these cases, the

font style will have brackets ([ ]) around it in the Character or Control panel n

Text Wrap area

As the label makes clear, the three options here affect how text wraps:

l Justify Text Next to an Object: If this option is selected, it overrides any local

justifica-tion settings that justify text that wraps around an object That means the text smoothly follows the object’s shape, rather than keeps any ragged margins that can make the wrap look strange This option comes into play when you wrap ragged (left-aligned or right-aligned) text around objects I recommend that you avoid wrapping text on its ragged side; doing so looks awkward Although this option eliminates the awkwardness of ragged text that wraps around an object, it presents a different awkwardness: having some text ragged (that which is not wrapping) and some text justified (that which is wrapping)

l Skip by Leading: When selected, this option uses the text’s leading to determine how

much space follows an object that it is wrapping This option has an effect only if you choose the Jump Object text-wrap option in the Text Wrap panel (See Chapter 13 for more on text wrap.)

l Text Wrap Only Affects Text Beneath: If selected, this option has only text that’s below

an object wrap around that object This lets some text overlap an image and some text overwrap it, depending on the text’s location in the stacking order

Units & Increments preferences

The measurement systems you use for positioning items and the way the arrows on the keyboard increase or decrease settings are controlled by settings in the Units & Increments pane, shown in Figure 3.7

Ruler Units area

The Ruler Units area affects three things: the origin point (by page, by spread, or by the spine), the measurement system displayed on the horizontal and vertical ruler on the document window, and the default values in fields used for positioning objects

The Origin pop-up menu determines the zero point (typically, the upper-left corner of the page) for object positions If you choose Page, objects’ positions are relative to each page’s upper-left cor-ner If you choose Spread, objects’ positions are relative to the current spread’s upper-left corner If you choose Spine, objects’ positions are relative to the binding spine of each spread — the very top and center of where the two pages meet

With the Horizontal and Vertical pop-up menus, you can specify one measurement system for the horizontal ruler and measurements and specify another measurement system for the vertical ruler and measurements For example, you might use points for horizontal measurements so that you can use the rulers to gauge tab and indent settings while using inches for vertical measurements If you use inches for both the Horizontal and Vertical Ruler Units, not only do the rulers display inches, but the X, Y, W, and H fields on the Control panel (choose Window ➪ Control or press Option+Ô+6 or Ctrl+Alt+6) or Transform panel (choose Window ➪ Object & Layout ➪ Transform) display values in inches as well

The default horizontal and vertical measurement system is picas If you aren’t accustomed to working in picas,

be sure to change the default Horizontal and Vertical Ruler Units when no documents are open Changing the

default this way ensures that all future documents use your preferred measurement system (If you make the

change with a document open, the change applies only to the open document.) n

To specify the measurement systems you want to use, click an option from the Horizontal pop-up menu and from the Vertical pop-up menu The following options are available:

l Points: A typesetting measurement equal to 1⁄72 of an inch To enter values in points, type

a p before the value or pt after the value (p6 or 6 pt, for example).

Tip

InDesign doesn’t care if you put spaces between numbers and the abbreviations in your measurements — 3 p

is read the same as 3p, and 0.4inch is read the same as 0.4 inch, for example n

l Picas: A typesetting measurement equal to 1⁄6 of an inch To enter values in picas, type a p after the value (for example, 6p).

l Inches: Originally an originally English measurement system used now mainly in the

U.S.; it is divided into sixteenths To enter values in inches, type i, in, inch, or " after the

value For example, 3i, 3in, 3 inch, and 3" are all read by InDesign as 3 inches.

l Inches decimal: Inches divided into tenths on the ruler rather than sixteenths To enter

values in inches decimal, include a decimal point as appropriate and type i, in, inch, or "

after the value

l Agates: Typically used in newspapers, an agate is 1⁄4 of an inch, usually the depth of a line

in the small type of classified ads, stock tables, and sports statistics boxes To enter values

in agates, type ag after the value (for example, 10ag).

l Millimeters: A metric measurement 1⁄10 of a centimeter To enter values in millimeters,

type mm after the value (for example, 14mm).

l Centimeters: A metric measurement about 1⁄3 of an inch To enter values in centimeters,

type cm after the value (for example, 2.3cm).

l Ciceros: A European typesetting measurement slightly larger than a pica To enter values

in ciceros, type c after the value (for example, 2c).

l Pixels: The individual dots on a computer screen that combine to form the images you

see In printed documents, a pixel is equivalent to a point, and in Web documents a point

is equivalent to a pixel To enter values in pixels, type px after the value (for example, 320px).

l Custom: This option lets you set a custom number of points as your measurement unit,

placing a labeled tick mark at every point increment you specify You get to customize the number of tick marks between the labeled marks by typing a value in the Points field For

example, if you type 12 in the field, you get a tick mark at each pica, because there are 12

points in a pica A good opportunity to use this is if you need to have the rulers show tick marks at whole-line increments; in that case, if your leading is 8 points, you’d set the

Custom field to 8.

New Feature

The ability to specify pixels as a unit of measurement is new to InDesign CS5 n

Tip

Despite the Ruler Units you specify, you can type values in any fields using any supported measurement

sys-tem For example, if you’re working in picas, you can type an inch value in the Width field by typing 1 in

InDesign automatically converts the value to picas for you You can type values in picas and points by placing

a p between the two values For example, typing 1p2 indicates 1 pica and 2 points n

Other Units area

The two pop-up menus here — Text Size and Line — let you choose the default measurements for measuring text size and line height For text size, the menu options are Points and Pixels; for line height, the menu options are Points, Millimeters, and Pixels

New Feature

The Other Units area and its Text Size and Line pop-up menus are new to InDesign CS5 n

Point/Pica Size area

The Points/Inch pop-up menu lets you specify how a point (pt) is calculated The default is PostScript (72 pts/in) You can also select Traditional (72.27 pts/in), which had been the standard before electronic publishing took hold in the 1980s, as well as 72.23 and 72.3 You can also enter

a value of between 60 and 80 Leave this at PostScript (72 pts/in) unless you or your service bureau has a reason to select a different option

Keyboard Increments area

The arrow keys on the keyboard let you move selected objects right, left, up, or down You can also use the arrow keys and other keyboard shortcuts to change some text formatting You can cus-tomize the way these shortcuts work For example, you can specify how far each click of an arrow key moves an item

The options for setting keyboard shortcut increments are as follows:

l Cursor Key field: When you select an object with the Selection tool or the Direct

Selection tool, you can move it up, down, left, or right using the arrow keys on the board By default, the item moves 1 point You can change the increment to a value between 0.001 and 100 points (equal to 8p4 or 1.3888 inches) For example, if you’re using a document grid, you might change the increment to match the grid lines

key-l Size/Leading field: The value you type in this field, which is 2 points by default, specifies

how much point size or leading is increased or decreased when implemented with board commands You can type a value between 1 and 100

key-l Baseline Shift field: You can shift the baseline of highlighted text up or down by clicking

in the Baseline Shift field on the Character panel and then pressing the up or down arrow

on the keyboard You can change the default value of 2 points to any value between 1 and

100 If you press Shift while clicking, the increment is multiplied by five

l Kerning/Tracking field: To kern text with keyboard commands, you position the cursor

between two letters and then Option+click or Alt+click the right arrow key to increase

kerning or the left arrow to decrease kerning (Kerning refers to the spacing adjustment

between two specific characters to avoid awkward gaps or adjacencies.) By default, each click changes kerning by 20⁄1000 of an em dash — shown on-screen as 20/1000em You can change this value to anything between 1 and 100, in increments of 1⁄1000 of an em

dash Hold the Ô or Ctrl key to multiply the increment by five Tracking text is similar to

kerning text — the difference is that tracking applies to a selection of three or more acters — and the keyboard commands for tracking are the same as for kerning You track text to tighten or loosen the overall spacing in text selections (See Chapter 20.)

char-Note that InDesign does not use these preferences consistently to modify the arrow keys or board shortcuts Here are the various ways they are applied so that you know what to expect:

key-l The Cursor Key field works with all four arrow keys

l The Size/Leading value works with the up and down arrow keys for leading, as well as with the keyboard shortcuts to change size and leading

l The Kerning/Tracking field works with the left and right arrows

l The Baseline Shift field works only while you’re pressing the arrow keys when the Baseline Shift field is highlighted on the Character panel

Whatever you enter as the values for the Cursor Key fields, when you are working in InDesign, you can

use several keys to change how much the values actually change and/or make a copy of the moved

Similarly, you can use keys to modify how the Size/Leading field values are applied:

l To increase the point size of selected text, press Shift+Ô+ (period) or Ctrl+Shift+ (period)

l To decrease the point size, press Shift+Ô+, (comma) or Ctrl+Shift+, (comma)

l Add Option or Alt to the combination to multiply the increment by five

l To modify leading for selected text, Option+click or Alt+click the up or down arrow on the keyboard

There are two other ways to use keys to change how cursors are applied:

l In the Character panel’s Baseline Shift field, press Shift while clicking to multiply the ment by ten

incre-l In the Character panel’s Kerning and Tracking fields, hold the Ô or Ctrl key (or the Option or Alt key) to multiply the increment by ten, or hold Shift to multiply the increment by 25

Keyboard Options for Cursor Movements

By default, both the baseline grid and the document grid appear on every spread behind all objects; the

docu-ment grid appears on the pasteboard as well Both grids cover the entire docudocu-ment and cannot be associated

with a specific master page or layer You can have grids appear in front by deselecting the Grids in Back

option n

FIGURE 3.8

The Grids pane of the Preferences dialog box (the default settings are shown)

Baseline Grid area

You can specify the color of the baseline grid, where it starts, how far apart each grid line is, and when it appears To display the baseline grid for a document, choose View ➪ Grids & Guides ➪ Show Baseline Grid or press Option+Ô+' (apostrophe) or Ctrl+Alt+' (apostrophe) You have the following options:

l Color pop-up menu: The default color of the baseline grid is Light Blue If this color is

difficult for you to see, or if you’re accustomed to the pink lines in QuarkXPress and fer something similar, you can select a different color from the Color pop-up menu

pre-Choose Other to access the system color picker and create your own color

l Start field: This value specifies how far down from the top of the page the grid starts The

Start value, which defaults to 3p0, usually matches your top margin

l Relative To pop-up menu: InDesign lets you set where the grid starts, which is at Top of

Page or Top Margin

l Increment Every field: The amount of space between grid lines is specified in the

Increment Every field The default value of 1p0 usually changes to match the leading of your body text so that text aligns with the grid

l View Threshold pop-up menu: You can prevent the baseline grid from appearing when

you decrease the view percentage If you use the default setting, the baseline grid does not appear at views below 75 percent You can type a value between 5 and 4,000 percent

Tip

You might want to change the View Threshold to match the document’s most common Fit Page in Window

view For example, a magazine page on a 15-inch monitor in a full window might display at around 65 percent

when you choose View ➪ Fit Page in Window n

Document Grid area

The document grid consists of intersecting horizontal and vertical gridlines, forming a pattern of small squares that you can use for object placement and for drawing symmetrical objects You can customize the color and spacing of the grid lines To display the document grid, choose View ➪ Grids & Guides ➪ Show Document Grid or press Ô+' (apostrophe) or Ctrl+' (apostrophe) You have the following options:

l Color pop-up menu: The default color of the document grid is Light Gray Although this

light shade is unobtrusive, you might want to change it to something brighter or darker so that you can see it better You can choose a different color from the Color pop-up menu

or choose Other to create your own

l Gridline Every field: The major grid lines, which are slightly darker, are positioned

according to this value The default value is 6p0; in general, you want to specify a value within the measurement system you’re using For example, if you’re working in inches,

you might type 1 inch in the Gridline Every field That way, the gridlines match the major

tick marks on the ruler You set the horizontal and vertical settings separately

l Subdivisions field: Although this is a number and not a measurement, it ends up

specify-ing the amount of space between grid lines The major grid lines established in the Gridline Every field are divided according to the value you type here For example, if you

type 1 inch in the Gridline Every field, and you type 4 in the Subdivisions field, you get a

gridline at each quarter inch The default number of subdivisions is 8 You set the zontal and vertical settings separately

hori-Guides & Pasteboard preferences

When you create a new document, you set up margins in the New Document dialog box (choose File ➪ New ➪ Document or press Ô+N or Ctrl+N) For more alignment options within a docu-ment, you can create guidelines by clicking and dragging them off the rulers or clicking Layout ➪ Create Guides Settings in the Guides & Pasteboard pane of the Preferences dialog box, shown in Figure 3.9, control the color and other attributes of the margins and guides

Color area

In the Color area, the Color pop-up menus for Margins, Columns, Bleed, Slug, Preview Background, and Smart Guides let you select colors other than the defaults If you want to make your own color, choose Custom to access the system color picker The Margins color (Magenta by default) appears on all horizontal guides; the Columns color (Violet by default) appears on all vertical guides To display guides in a document, choose View ➪ Grids & Guides ➪ Show Guides or press Ô+; (semicolon) or Ctrl+; (semicolon)

FIGURE 3.9

The Guides & Pasteboard pane of the Preferences dialog box (the default settings are shown)

Guide Options area

This area controls guide snap-to and placement (see Chapter 10):

l Snap to Zone: This field’s value specifies how close you need to drag an object to a grid

line or guideline to make it snap to the line (think of it as the line’s magnetic field) The

default Snap to Zone value is 4 pixels, but you can type a value between 1 and 36 You enable snapping to the grid through the Snap to Document Grid and Snap to Guides com-mands in the View menu

l Guides in Back: By default, margins and guides appear in front of all objects If you

pre-fer to have objects obscure margins and guides, select the Guides in Back option in the Guide Options area Note that baseline grids and document grids always appear behind all objects, regardless of this setting

Smart Guides area

The smart guides feature (see Chapter 10) has four options for when objects you are creating, resizing, moving, or rotating snap to nearby items:

l Align to Object Center: If this option is selected, InDesign creates guidelines as you get

near the center point of nearby objects so that you can align the center of the object you are working with to that of a nearby object

l Align to Object Edge: If this option is selected, InDesign creates guides on the fly based on

the edges of nearby objects, against which you can align the object you are working with

l Smart Dimensions: If this option is selected, InDesign will display indicators when any

size of an object you are creating or resizing matches that of a nearby object For example,

it highlights the width of the two objects when they match, or the depth Similarly, it will indicate when the rotation angles match (See Chapter 10 for examples of how this feature works and how it indicates matches.)

l Smart Spaces: If this option is selected, InDesign will indicate when nearby objects are

spaced equidistantly along the horizontal or vertical axes so that you can precisely space them if desired (See Chapter 10 for examples of how this feature works.)

Pasteboard Options area

The Pasteboard Options area has two options: Horizontal Margins and Vertical Margins Use these

to set the pasteboard margins’ width and height, respectively By default, Horizontal Margins is set

to the same width as the page width, whereas Vertical Margins is set to 6 picas (1 inch)

New Feature

The Horizontal Margins option is new to InDesign CS5; the Vertical Margins option had been called Minimum

Vertical Offset field in previous versions of InDesign n

Dictionary preferences

The Dictionary pane, shown in Figure 3.10, sets options related to hyphenation and spelling tionaries, as well as to quotation marks

lan-For example, if you want to replace the French dictionaries, choose French in the pop-up menu and then select the new French dictionaries elsewhere in this pane The current dictionaries for the selected language appear in the window beneath it, and there are four buttons (from left to right)

to link, add, delete, or save dictionary files

Cross-Reference

InDesign lets you associate multiple user dictionaries with each language Chapter 19 explains how to create,

edit, remove, and otherwise manage dictionaries n

In addition, the Language area offers these controls over dictionaries:

l Hyphenation: This pop-up menu lets you choose from any hyphenation dictionaries

installed for the selected language Typically, there is only the default dictionary, Proximity, in this pop-up menu

l Spelling: This pop-up menu lets you choose from any spelling dictionaries installed for

the selected language Typically, there is only the default dictionary, Proximity, in this

The Language area also lets you set the quotation marks you want to use Different languages use different symbols for quotation marks, and InDesign adjusts the quotation marks automatically when you switch the language However, in some cases you might want to override the language’s default quotation mark settings, which you can do in the Double Quotes and Single Quotes pop-

up menus

Note that changing the quotation mark options for one language does not affect the settings for others Each language can have independent settings for the quotation marks used

Caution

After you change a language’s quotation mark settings, you can’t reset them to the language defaults except by

choosing the proper options from the pop-up menus You therefore need to remember or record what the

orig-inal, correct setting was n

Hyphenation Exceptions area

The Compose Using pop-up menu has three options that specify what to use for hyphenation exceptions, which override the language dictionary’s hyphenation rules For example, you may

choose not to hyphenate a short word like preset that has a legitimate hyphenation as pre-set, and

you may correct the hyphenation of specialized terms not in the language’s dictionary

The options here dictate how you manage those exceptions By default, InDesign stores ation exceptions in an outside file, so multiple users can standardize on the same exceptions list

hyphen-But you can also store exceptions in a document, perhaps for unique needs The Compose Using pop-up menu lets you select from Document, User Dictionary, and User Dictionary and Document options Choose User Dictionary if you want to override any exceptions stored in the document;

perhaps they’re wrong or the copy editors want to rely only on a standard exception list Choose Document if you want to ignore exceptions stored in an outside file Choose User Dictionary and Document if you want to use both

To install different dictionaries, place them in the Dictionaries folder inside the Plug-ins folder (inside

your InDesign application folder) Press Option+Ô+/ or Ctrl+Alt+/ to update the pop-up menus in the

Dictionary pane without restarting InDesign (In a workgroup, it’s important that everyone uses the

same dictionaries.)

You can add party spelling or hyphenation dictionaries for InDesign — although only a few

third-party commercial dictionaries have been released since InDesign was created in 1999 For example,

you might be able to purchase a different Traditional German dictionary with more words than the one

InDesign has In that case, when you check the spelling of a word with Traditional German as its

lan-guage format, InDesign would consult the third-party dictionary rather than the default

More likely, you will use this feature to create your own project-specific dictionaries, such as a

diction-ary of technical terms

How to Install Dictionaries

User Dictionary area

This area has two options selected by default and should stay that way:

l Merge User Dictionary into Document: If selected, this option copies the user dictionary

file into the document, so if the file is sent to someone else who doesn’t have access to that dictionary, the hyphenation in the document is preserved The main reason to deselect this option is if you need to keep your files to a minimum size; otherwise, selecting this option prevents reflow when you pass a document to a service bureau or another designer, especially if you have any custom hyphenations

l Recompose All Stories When Modified: If selected, this option redoes the document’s

hyphenation to reflect the changed user dictionary

Find area

There’s little reason not to select all four options in this area — Misspelled Words, Repeated Words, Uncapitalized Words, and Uncapitalized Sentences Note that Uncapitalized Words checks for known proper nouns that aren’t capitalized

Dynamic Spelling area

This area lets you enable whether InDesign checks spelling in your documents as you type and import text If enabled (by selecting the Enable Dynamic Spelling option), InDesign highlights on-screen any errors using the colors selected for the four types of errors it checks for: Misspelled Words, Repeated Words, Uncapitalized Words, and Uncapitalized Sentences Select the desired color from the appropriate pop-up menu

Autocorrect preferences

This pane, shown in Figure 3.12, lets you turn on automatic text correction, select which ary to use to detect misspellings, and specify which words are to be replaced in the list below

FIGURE 3.12

The Autocorrect pane of the Preferences dialog box (the default settings are shown) with the Add to

Autocorrect List dialog box open

Turn on auto-correction by selecting the Enable Autocorrect option If you want the tion feature to also fix capitalization errors, be sure to select Autocorrect Capitalization Errors

auto-correc-Select the dictionary against which to check spelling from the Language pop-up menu

You can modify the list of words to be automatically corrected using the list below the Language

pop-up menu Click Add to add a misspelled word and its correction via the Add to Autocorrect List log box To delete an auto-correction rule, select it in the Misspelled Word list and click Remove

dia-Note

You might think you can use the auto-correction feature to have InDesign substitute special characters for codes

you enter, to save the hassle of memorizing the keyboard shortcuts or using the Glyphs panel, but you can’t:

InDesign won’t let you enter special characters in the Correction field after you click the Add button That means,

for example, you cannot have InDesign change to an em dash (—), or change (r) to ® using this feature n

The Note Color pop-up menu lets you control the color of notes, to help make them stand out from other layout elements If selected (the default), the Show Note Tool Tips option controls whether a pop-up box displaying the note appears when your mouse hovers over a note character

in text

The Notes in Story Editor area has three options The first two, selected by default, are atory: Include Note Content When Checking Spelling and Include Note Content in Find/Change Operations The third option, the Inline Background Color pop-up menu, controls whether there

self-explan-is no color (the default) or the note color dself-explan-isplayed behind the special, nonprinting character in your text that “anchors” the note Selecting the note color option makes the notes easier to find, but it can also be distracting

Track Changes preferences

The new Track Changes pane (see Figure 3.14) lets you set how tracked changes — insertions, deletions, and moved text — appear on-screen To display changed text, select the type of text you want to see changes for — Added Text, Deleted Text, and Moved Text — and then use the Text, Background, and Marking pop-up menus for each to determine their colors and font attributes

Note that these stylings do not print in your final document; they are just for on-screen display within the Story Editor

FIGURE 3.14

The Track Changes pane of the Preferences dialog box (the default settings are shown)

If you select the Prevent Duplicate User Colors, InDesign changes the specified colors as necessary when more than one user has made changes to the document and happens to have used the same highlighting colors.

If the Change Bars option is selected, a thin bar appears next to changed text in the Story Editor, using the color and location specified in the Change Bar Color and Location pop-up menus There are several dozen color options for the change bar, and just two options for the Location pop-up menu: Left Margin and Right Margin

If the Include Deleted Text When Spellchecking option is selected, InDesign spell-checks text marked for deletion You would select this option so that if you decide to keep text marked for deletion, you know its spelling was already checked

New Feature

The Track Changes pane is new to InDesign CS5, as is the ability to track changes within InDesign Chapter 19

explains how to use the Story Editor, and Chapter 24 explains how to use tracked changes within both

InDesign and its workgroup editing add-on program, InCopy n

Story Editor Display preferences

The Story Editor Display pane controls how the Story Editor displays text and the text cursor

Figure 3.15 shows the pane

Cross-Reference

Chapter 19 covers the Story Editor in detail n

Text Display Options area

The Text Display Options area determines how text displays in the Story Editor All options are meant to make it easy to edit text on-screen

The first set of options lets you customize the text itself in the Story Editor The Font pop-up menu lets you choose a font that is easy to read — you can use any active font available on your computer — as well as a point size (the default of 12 points is usually quite readable, but you may want to enlarge or reduce that in specific cases) The Line Spacing pop-up menu lets you change the default Singlespace setting to 150%, Doublespace, and Triplespace You may prefer 150% or Doublespace if you have a wide Story Editor window to help make reading the text easier

Two pop-up menus control the basic display: Text Color and Background You rarely want to change either of these from the default of black for the text color and white for the background

(However, if you do change the background color, you might want to choose a light yellow or green that’s a bit easier on the eye.)