InDesign CS5 Bible- P1

Companion Web Site • Work efficiently with layers, master pages, and multiple page sizes • Create text and graphics frames and add metadata captions • Place objects where you want them

Make a bigger impact

with better designs

Create animations and

pros, to how to create winning client presentations—

if you want to master InDesign, this is the book you need to succeed!

Companion Web Site

• Work efficiently with layers, master pages, and multiple page sizes

• Create text and graphics frames and add metadata captions

• Place objects where you want them with smart tools

• Build timelines and animation, or embed movies and sound

• Create client presentations, work in groups, and collaborate over the Web

• Edit Photoshop®, Illustrator®, and PDF files from within InDesign

Companion Web Site

Visit www.indesigncentral.com for additional tools, updates,

resources, tips, and more

Galen Gruman

is principal at The Zango Group and

a veteran desktop-publishing guru

A frequent contributor to Macworld, CIO, InfoWorld and other publications,

he has also been editor of Macworld, West Coast bureau chief

of Computerworld, and executive editor of InfoWorld.com He is the

author of Adobe InDesign CS4 and coauthor of 22 other books

Companion Web Site

• Additional tools, updates, resources, and more

8-Page Color Insert!

• Striking, full-color examples show you what you can achieve

CS5 Bible

CS5 Bible

Galen Gruman

Adobe InDesign CS5 Bible

Published by Wiley Publishing, Inc.

10475 Crosspoint Boulevard Indianapolis, IN 46256 www.wiley.com Copyright © 2010 by Wiley Publishing, Inc., Indianapolis, Indiana Published by Wiley Publishing, Inc., Indianapolis, Indiana Published simultaneously in Canada

ISBN: 978-0-470-60716-9 Manufactured in the United States of America

10 9 8 7 6 5 4 3 2 1

No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or

by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as mitted under Sections 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee

per-to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 646-8600 Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, 201-748-6011, fax 201-748-6008, or online at http://www.wiley.com/go/permissions

LIMIT OF LIABILITY/DISCLAIMER OF WARRANTY: THE PUBLISHER AND THE AUTHOR MAKE NO REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE ACCURACY OR COMPLETENESS OF THE CONTENTS OF THIS WORK AND SPECIFICALLY DISCLAIM ALL WARRANTIES, INCLUDING WITHOUT LIMITATION WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE NO WARRANTY MAY BE CREATED

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Library of Congress Control Number: 2010926829 Trademarks: Wiley and related trade dress are registered trademarks of Wiley Publishing, Inc., in the United States and

other countries, and may not be used without written permission All other trademarks are the property of their respective owners Wiley Publishing, Inc., is not associated with any product or vendor mentioned in this book.

Wiley also publishes its books in a variety of electronic formats Some content that appears in print may not be available in electronic books.

About the Author

Galen Gruman is the principal at The Zango Group, an editorial development and book

produc-tion firm As such, he has produced multiple books for Wiley Publishing He is author or coauthor

of 24 other books on desktop publishing, as well as coauthor of the Mac OS X Snow Leopard Bible

Gruman led one of the first successful conversions of a national magazine to desktop publishing in

1986 and has covered publishing technology since then for several publications, including Layers

Magazine; Macworld, whose staff he was a member of from 1991 to 1998; and InfoWorld, for which

he began writing in 1986 and of which he is now executive editor

Quality Control Technician

Melissa Cossell

Proofreading and Indexing

Christine Sabooni Word Co Indexing Services

Media Development Project Manager

To my wonderful extended family for their ongoing support and encouragement: my partner Ingall; my mother Leah;

my in-laws the Bulls, Belskys, and Hills; and my brothers

Darius and Stephen

After seven versions of InDesign, you have to wonder what more can Adobe do to improve it

in meaningful ways In the case of InDesign CS5 — the eighth version of the leading top publishing program — Adobe came up with two directions for major improvement

desk-One is reworking the selection and object-manipulation tools to make them more straightforward

to use while also more flexible and powerful Such changes are felt in many places, from the Layers and Links panels to the basic Selection and Direct Selection tools, as well as in the controls over frame fitting, object styles, step-and-repeat, page controls, and in the new multiple-page-size, text column-spanning, and Gap tool features

The other major change is moving InDesign further into the realm of nonprint publishing, in this edition through the addition of major new animation capabilities that let you create interactive Adobe SWF files from InDesign Plus there are a raft of improvements relating to hyperlinks, inter-active buttons, use of media files such as video and sounds, and PDF file creation

If you don’t work on nonprint documents, I think you’ll find the selection and object-manipulation changes more than sufficient reason to move to InDesign CS5 But I also urge you to become famil-iar with the creation of nonprint documents — in this electronic world, information will be pub-lished in all sorts of ways, and sticking with just one medium is a path to obsolescence That’s why this book gives more weight to nonprint document tools than past editions have, and why InDesign’s designers are steadily adding such capabilities Use them

These two major movements (improving object manipulation and delving further into the nonprint publishing) have led to dozens of functionality additions and capability improvements (check out Appendix B for the whole list) that are well designed and manage not to get in the way of all the other features you know and love — a real challenge for a program as complex and feature-rich as InDesign

But of course, there are lots of other refinements in InDesign CS5 that Adobe’s engineers and designers were able to add in beyond the major new areas of improvement For example, Windows 7 users will now find that InDesign supports the gestures enabled by the new genera-tion of touchscreen PCs (Mac users got this capability in InDesign CS4) InDesign users can now work with tracked changes in their layouts, no longer seeing this ability limited to InCopy users

And plug-ins, renamed extensions, are now managed across all Creative Suite applications with a common tool, the Extension Manager These three examples show the range of areas where Adobe has made improvements

Layout artists have an incredibly powerful tool in the form of InDesign to let them deliver on their creative aspirations and vision I hope that this book helps you achieve and indeed increase those ambitions

Thanks to the development and product marketing staff at Adobe for providing early

ver-sions of the InDesign CS5 software, providing insights into their thinking as they brought

in new features, and listening to suggestions on making it even better Thanks to the tors and production staff at Wiley Publishing for their efforts in making this book possible and a better product, especially to acquisitions editor Aaron Black and project editor Chris Wolfgang

edi-And ongoing kudos to my regular technical editor Jonathan Woolson for his improvements to the book’s accuracy and insights

The www.InDesignCentral.com Web site and its contents are copyrighted by The Zango Group

Original photographs are copyrighted by Ingall W Bull III

Preface vii

Acknowledgments ix

Introduction xxxvii

Part I: Welcome to InDesign 1

Chapter 1: Inside the InDesign Interface 3

Chapter 2: Working with Windows and Views 45

Chapter 3: Setting InDesign Preferences 59

Part II: Document Fundamentals 109

Chapter 4: Creating, Opening, and Saving Documents 111

Chapter 5: Working with Pages 135

Chapter 6: Working with Layers 157

Chapter 7: Creating Layout Standards 171

Chapter 8: Defining Colors, Tints, and Gradients 207

Part III: Object Fundamentals 237

Chapter 9: Adding Frames, Shapes, and Lines 239

Chapter 10: Manipulating Objects 249

Chapter 11: Transforming Objects 273

Chapter 12: Applying Effects to Objects 287

Chapter 13: Orchestrating Objects 313

Part IV: Graphics Fundamentals 355

Chapter 14: Importing Graphics 357

Chapter 15: Fitting Graphics and Frames Together 381

Chapter 16: Drawing Free-form Shapes and Curved Paths 391

Part V: Text Fundamentals 421

Chapter 17: Importing Text Files 423

Chapter 18: Flowing Text through a Document 443

Chapter 19: Editing, Spell-checking, and Replacing Text 519

Chapter 20: Specifying Character Attributes 487

Chapter 21: Specifying Paragraph Attributes 509

Chapter 22: Creating Special Text Formatting 537

Chapter 23: Using Special Characters 553

Part VI: Business Document Fundamentals 571

Chapter 24: Workgroup Editing 573

Chapter 25: Setting Up Tabs and Tables 587

Chapter 26: Using Automatic and Custom Text 607

Chapter 27: Working with Footnotes, Indexes, and TOCs 627

Part VII: Output Fundamentals 645

Chapter 28: Creating Multidocument Projects 647

Chapter 29: Preparing for Color Prepress 657

Chapter 30: Preparing for Printing 677

Chapter 31: Printing Documents 697

Part VIII: Multimedia Fundamentals 721

Chapter 32: Creating Prepress Files 723

Chapter 33: Using Hyperlinks and Creating Web Pages 743

Chapter 34: Using Interactive Media and Creating PDF Documents 759

Chapter 35: Using Animation and Creating Flash Documents 779

Part IX: Programming InDesign 795

Chapter 36: Working with XML 797

Chapter 37: Using Scripts 809

Part X: Appendixes 827

Appendix A: Installing InDesign and Extensions 829

Appendix B: What’s New in InDesign CS5 837

Index 851

Acknowledgments  . . .  ix

Introduction  . . xxxvii

Part I: Welcome to InDesign 1 Chapter 1: Inside the InDesign Interface  . . . .3

Understanding Global and Local Control 4

Exploring the InDesign Application Folder 6

The Presets folder 6

The Plug-ins folder 7

The Scripts folder 7

Exploring the Document Window 7

Title tab 9

Rulers 9

Zero point 10

Scroll bars 11

Pasteboard, pages, and guides 12

Page controls 12

Reveal pop-up menu 13

Application frame 13

Application bar 13

Using Tools 14

Selecting tools 15

Understanding what the tools do 16

Selection tool 16

Direct Selection tool 17

Page tool 19

Gap tool 19

Type tool 19

Type on a Path tool 19

Line tool 19

Pen tool 19

Anchor and direction point tools 20

Pencil tool 20

Smooth tool 20

Erase tool 20

Frame tools 20

Shape tools 21

Scissors tool 21

Free Transform tool 21

Rotate tool 21

Scale tool 21

Shear tool 22

Gradient Swatch tool 22

Gradient Feather tool 22

Note tool 23

Eyedropper tool 23

Measure tool 23

Hand tool 23

Zoom tool 23

Apply buttons 23

Screen Mode buttons 23

Using tool tips and keyboard shortcuts 24

Opening and closing the Tools panel 25

Working with Panels and Docks 26

Arranging panels 27

Changing the dock display 28

Using panels 29

Checking out the panels 30

Basic control panels 30

Text-formatting panels 32

Table-formatting panels 33

Text-management panels 33

Object management panels 34

Layout management panels 34

Color management panels 35

Prepress and output management panels 35

Web and interactive media management panels 36

Automation panels 36

Specialty information panels 37

CS Live panels 37

Reviewing Menu Commands 38

InDesign menu 38

File menu 39

Edit menu 39

Layout menu 39

Type menu 40

xiv

Object menu 40

Table menu 40

View menu 40

Window menu 41

Help menu 41

Contextual menus 41

Undoing What You’ve Just Done 43

Summary 44

Chapter 2: Working with Windows and Views . . .  45

Working with Multiple Document Windows 45

Using Workspaces 49

Working with Views 50

Zooming and scrolling 51

The Zoom tool 51

Zoom options in the View menu 52

The Zoom Level field and pop-up menu 53

The Hand tool 53

Gestures 53

The quick zoom function 54

Setting object display options 55

Using screen modes 56

Summary 57

Chapter 3: Setting InDesign Preferences . . .  59

Working with Preferences Files 59

Setting universal defaults 59

InDesign Defaults file 60

Presets folder 61

Using the Preferences Dialog Box 62

General preferences 63

Page Numbering area 63

Font Downloading and Embedding area 64

Object Editing area 64

Reset All Warning Dialogs button 65

Interface preferences 65

Type preferences 67

Type Options area 67

Drag and Drop Text Editing area 69

Smart Text Reflow area 69

Advanced Type preferences 70

Character Settings area 70

Input Method Options area 71

Composition preferences 71

Highlight area 72

Text Wrap area 73

Contents

Units & Increments preferences 73

Ruler Units area 73

Other Units area 75

Point/Pica Size area 76

Keyboard Increments area 76

Grids preferences 78

Baseline Grid area 78

Document Grid area 79

Guides & Pasteboard preferences 80

Color area 80

Guide Options area 80

Smart Guides area 81

Pasteboard Options area 81

Dictionary preferences 81

Language area 82

Hyphenation Exceptions area 83

User Dictionary area 84

Spelling preferences 84

Find area 85

Dynamic Spelling area 85

Autocorrect preferences 85

Notes preferences 86

Track Changes preferences 87

Story Editor Display preferences 88

Text Display Options area 88

Cursor Options area 89

Display Performance preferences 90

Options area 90

Adjust View Settings area 91

Appearance of Black preferences 91

Options for Black on RGB and Grayscale Devices area 91

Overprinting of [Black] area 92

File Handling preferences 92

Document Recovery Data area 92

Saving InDesign Files area 93

Snippet Import area 94

Links area 94

Clipboard Handling preferences 94

Clipboard area 95

When Pasting Text and Tables from Other Applications area 96

Setting Other Global Preferences 96

Setting up automatic program updates 96

Customizing keyboard shortcuts 98

Using and modifying default shortcuts 98

Viewing and printing shortcuts 100

Customizing menus 101

Color management settings 102

Modifying Defaults for Documents, Text, and Objects 102

Document defaults 103

Text defaults 104

Object defaults 104

Modifying Defaults for Views 105

Setting Color and Style Defaults 106

Reverting Preferences and Defaults 107

Summary 107

Part II: Document Fundamentals 109 Chapter 4: Creating, Opening, and Saving Documents . . .  111

Taking Stock before You Begin 111

Setting Up a New Publication 112

Creating new documents 113

Creating your own document types 116

Opening Documents and Templates 117

Opening documents versus opening templates 120

Working with files in the Bridge file system 121

Converting documents created with other programs 122

QuarkXPress 123

PageMaker 124

Recovering a document after a crash or power failure 124

Saving Documents and Templates 125

Saving documents versus saving templates 127

Knowing how to not save changes 127

Saving Files in Other Formats 128

Export formats for whole documents 128

Export formats for document elements 129

Working with exported tagged text files 130

Exporting files as JPEG graphics 131

Summary 133

Chapter 5: Working with Pages  . . .  135

Working with Multipage Documents 135

Adding pages 136

Changing pages’ sizes 138

Deleting pages 139

Copying and moving pages 139

Working within a document 139

Working across documents 140

Contents

Starting documents on a left page 141

Controlling page shuffling 142

Creating gatefold spreads 142

Working with page numbers 144

Dividing a document into sections 145

Navigating pages 147

Navigating by page number 148

Navigating with the menus and shortcuts 149

Navigating with the Pages panel 149

Working with specialty page controls 150

Transparency alert 151

Rotated page views 151

Page transitions 152

Color labels 153

Adjusting page layouts 153

Summary 156

Chapter 6: Working with Layers . . .  157

Creating layers 160

Working with individual objects on layers 162

The active layer 162

Selecting objects on layers 163

Placing objects on layers 163

Moving objects to different layers 164

Manipulating entire layers 165

Selecting layers 165

Hiding layers 165

Locking layers 166

Preventing layers from printing or exporting 166

Rearranging layers 167

Merging layers 167

Deleting layers 168

Controlling guides 168

Summary 169

Chapter 7: Creating Layout Standards  . . .  171

Creating and Applying Master Pages 172

The Pages panel 173

Creating a new master page 176

Basing a master page on another master page 178

Creating master pages from document pages 178

Importing a master page 179

Duplicating a master 179

Deleting a master 179

Laying out a master page 179

Applying a master page to document pages 182

Modifying master items on document pages 183

Using Templates 185

Creating templates 185

Modifying templates 186

Creating documents from templates 186

Storing Objects in Libraries 186

Adding and deleting library objects 190

Cataloging library objects 191

Copying library objects onto document pages 193

Working with Styles 193

Creating styles 194

Modifying styles 196

Applying styles 196

Managing styles 196

Using style groups 197

Understanding predefined styles 198

Unapplying a style 198

Using Ruler Guides and Grids 198

Ruler guides 199

Creating ruler guides manually 199

Creating a set of guides automatically 200

Working with ruler guides 201

Working with column guides 202

Working with the baseline grid 202

Working with the document grid 204

Snapping to guides 205

Summary 205

Chapter 8: Defining Colors, Tints, and Gradients  . .  207

Defining Color Terms 208

Understanding Process and Spot Color 209

Identifying methods of color printing 209

Mixing spot and process colors 210

Converting spot color to process color 211

Working with Color Models 211

Understanding Paper Variation Models 213

Defining Colors and Tints 214

Creating colors the ideal way: The Swatches panel 215

Using Kuler to add to your color swatches 219

Creating tints 220

Mixing color swatches to create more colors 222

Creating colors the risky way: Using the Color panel 224

Contents

Importing and sampling colors 226Importing swatches 226Importing colors from graphics 226Sampling colors 227Working with Gradients 228Creating gradients 229Creating unnamed gradients 231Adjusting gradient angle and location 232Managing Swatches 233Editing swatches 233Merging swatches 233Deleting swatches 234Duplicating swatches 234Applying Colors, Tints, and Gradients 234Summary 236

Chapter 9: Adding Frames, Shapes, and Lines  . . .  239

Creating a Text Frame 240Creating a Graphics Frame 243Converting Frames for Specific Content 246Drawing Straight Lines 246Summary 248

Chapter 10: Manipulating Objects . . .  249

Selecting Objects 249Understanding the selection tools 250Selecting objects 250Selecting overlapping objects 253The content grabber 253The Select submenu 254Keyboard shortcuts 255Control panel selection buttons 256Selecting multiple objects 256Deselecting objects 256Moving Objects 257Creating Copies of Objects 258Copying objects within documents 259Copying objects between documents 261Deleting Objects 262Preventing Objects from Printing 262Hiding Objects 263

Aligning and Distributing Objects 263Working with the Align panel 264Working with live distribution 265Working with smart guides 267Working with smart spacing and measurements 268Using the Gap Tool 269Summary 271

Chapter 11: Transforming Objects . . .  273

Resizing and Scaling Objects 274Resizing methods 274Using the mouse 274Using the Control or Transform panel 275Scaling methods 276Performing Other Transformations 277Rotating objects 279Using the Selection tool 279Using the Rotate tool 280Using the panels 280Using the Shear tool 282Flipping objects 283Using the Free Transform tool 283Repeating Transformations 283Undoing Transformations 284Replacing Object Attributes 284Summary 286

Chapter 12: Applying Effects to Objects  . .  287

Working with Strokes 288Adding strokes 288Creating stroke styles 292Applying Corner Options 295Applying Lighting Effects 298Using the Effects panel and related controls 298Applying transparency 300Applying drop shadows and inner shadows 302Applying feathering 305Applying basic feathering 305Applying directional feathering 306Applying gradient feathering 306Applying outer and inner glows 307Applying an outer glow 307Applying an inner glow 308Applying beveling and embossing 309Applying satin effects 310Summary 310

Contents

Chapter 13: Orchestrating Objects  . .  313

Stacking Objects 314Combining Objects into a Group 317Using groups within groups 317Selecting objects within groups 318Ungrouping 319Locking Objects 319Creating Inline Frames 321Creating an inline frame with the Paste command 322Creating an inline frame with the Place command 323Creating an inline frame using the Anchored Object command 323Adjusting inline frames 326Deleting inline frames 327Setting Up Follow-Me Anchored Frames 327When to use anchored frames 327Adding anchored frames 328Converting existing frames to anchored frames 330Adjusting anchored frames 330Releasing and deleting anchored frames 331Wrapping Text around Objects 331Using the Text Wrap panel 332Setting text-wrap preferences 336Changing the shape of a text wrap 336Defining and Applying Object Styles 337Creating object styles 337The Fill pane 339The Stroke pane 339The Stroke & Corner Options pane 339The Paragraph Styles pane 340The Text Frame General Options pane 341The Text Frame Baseline Options pane 342The Story Options pane 342The Text Wrap & Other pane 342The Anchored Object Options pane 343The Frame Fitting Options pane 343Applying object styles 344Managing Links 345Menu options for managing links 346Menu options for managing link information 349Panel Options dialog box 350Adding Metadata Captions 351Summary 353

Chapter 14: Importing Graphics  . .  357

Preparing Graphics Files 358Graphics embedded in text files 359Issues with vector files 361Embedded fonts 361PostScript files: EPS, DCS, Illustrator, and PDF 361Other vector formats 363Issues with bitmap formats 363Professional-level bitmap formats 364Web-oriented bitmap formats 365Other bitmap formats 366Identifying Color Issues 366Color systems 367Calibrated color 367Exploring Methods for Importing Graphics 368Using the Place dialog box 368Using import options 371Import options for bitmap graphics 371Import options for vector file formats 374Using other ways to import graphics 377Copy and paste 377Drag and drop 378Summary 378

Chapter 15: Fitting Graphics and Frames Together  . .  381

Fitting Graphics within Their Frames 381Resizing a graphic’s frame 382Moving a graphic in its frame 382Using an irregular frame 382Figuring Out the Fitting Commands 383Working with Clipping Paths 386Using a graphic’s own clipping path 387Using the clipping path as a mask 387Using the clipping path as a wrap boundary 387Creating a clipping path in InDesign 388Modifying clipping paths 390Deleting clipping paths 390Summary 390