Setting Up a New Publication After you launch InDesign, you have two options: You can choose the Open command choose File ➪ Open or press Ô+O or Ctrl+O to open a previously created docum
Trang 1l Window ➪ Styles ➪ Object Styles (Ô+F7 or Ctrl+F7): Select defaults for the [Normal
Graphics Frame] and [Normal Text Frame] object styles, which are what all new frames created in InDesign use
l Window ➪ Text Wrap (Ô+Option+W or Ctrl+Alt+W): The Text Wrap panel lets you
specify how text wraps around all new objects
l Object ➪ Corner Options (Ô+Option+R or Ctrl+Alt+R): The Corner Options dialog
box lets you choose a style for the corners of all new frames except those created with the Type tool
l Object ➪ Clipping Path (Option+Shift+Ô+K or Ctrl+Alt+Shift+K): The Clipping Path
dialog box lets you specify the default attributes of clipping paths imported into graphics frames
l Window ➪ Stroke (Ô+F10 or Ctrl+F10), Window ➪ Color ➪ Swatches (F5), Window ➪ Color ➪ Gradient (F6), and Window ➪ Output ➪ Attributes: These panels let you spec-
ify other default properties of objects For example, if all objects you create are stroked (framed), specify a weight in the Stroke panel
l Double-click the Polygon tool or Polygon Frame to open the Polygon Settings dialog box (there is no menu command or keyboard shortcut): This lets you specify the
default number of sides and the inset for the first new polygon in a new document Note that you can set the two tools differently, letting you have two types of polygons remem-bered for you
Modifying Defaults for Views
Another way to customize your copy of InDesign is to specify which layout tools appear by default
The lower two-thirds of the View menu let you do this If you’d prefer not to view the edges of frames, you can hide them by default; or if you always want to start with a document-wide grid, you can show it by default
To modify viewing defaults, choose the appropriate menu options Note that the menu names gle between Show and Hide each time you select them (Therefore, if the menu option begins with Hide, it means that attribute is currently shown; if it starts with Show, it means the attribute is cur-rently not shown.)
tog-Here are the options:
l View ➪ Extras ➪ Show/Hide Text Threads (Option+Ô+Y or Ctrl+Alt+Y): This shows
or hides the links between text frames
l View ➪ Extras ➪ Show/Hide Frame Edges (Control+Ô+H or Ctrl+H): This shows or
hides the edges of frames
l View ➪ Show/Hide Rulers (Ô+R or Ctrl+R): This shows or hides the horizontal and
vertical ruler
Trang 2l 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
In addition to changing what layout tools appear by default, you can control some of their default behavior Choose the appropriate menu options to enable or disable them Note that if the menu option is currently enabled, a check mark appears next to its name, in which case choosing it again disables the option and the check mark disappears These options are:
l View ➪ Grids & Guides ➪ Lock Guides (Option+Ô+; [semicolon] or Ctrl+Alt+;
[semicolon]): Disabled by default; when you choose this option to enable it, all ruler
guides are locked in place
l View ➪ Grids & Guides ➪ Lock Column Guides: Enabled by default; when you choose
this option to disable it, all column guides are no longer locked in place
l View ➪ Grids & Guides ➪ Snap to Guides (Shift+Ô+; [semicolon] or Ctrl+Shift+;
[semicolon]): Enabled by default; when you choose this option to disable it, aligning
objects with guides is more difficult, but positioning objects near guides is easier
l View ➪ Grids & Guides ➪ Snap to Document Grid: Disabled by default; when you
choose this option to enable it, objects are easy to align with document grid lines whether
or not they’re showing
l View ➪ Grids & Guides ➪ Smart Guides (Ô+U or Ctrl+U): Enabled by default, this
option provides visual feedback to help you size, align, and rotate objects via the mouse,
as Chapter 10 explains
Cross-Reference
Chapter 7 covers how to use guides and grids in your layout Chapter 10 covers the smart guides feature n
Setting Color and Style Defaults
If you find yourself creating the same colors, paragraph styles, character styles, table styles, cell styles, and/or object styles over and over again, create them with no documents open They will be available to all future documents
Trang 3To create these elements, use the New command in the flyout menus for the following panels:
Swatches (F5), Character Styles (Shift+Ô+F11 or Ctrl+Shift+F11), Paragraph Styles (Ô+F11 or Ctrl+F11), Table Styles, Cell Styles, and Object Styles (Ô+F7 or Ctrl+F7) You can also use the flyout menus’ Load commands to import colors and styles from existing documents instead of creating them from scratch
Reverting Preferences and Defaults
If you inherit a copy of InDesign from another user, or if you’ve been changing preferences and defaults at random and are unhappy with the results, you can revert InDesign to all its default settings You particularly want to do this if you’re learning InDesign using tutorial files or in a class setting
Trang 5Part II
Document Fundamentals
Trang 7Creating, Opening, and Saving Documents
IN THIS CHAPTER
Planning a publication Creating a new document Opening native and foreign documents and templates Saving documents and templates
Exporting documents and document elements
You’re pumped up You’ve purchased a copy of InDesign, installed it,
checked out the interface, and now you’re ready to put the program
to work So, what’s next? Launch the application and start clicking?
Hardly Creating a publication with InDesign is much like going on a trip
You don’t reach your destination unless you’ve prepared a plan for getting there — and you reach your destination more quickly and more easily if your plan is a sound one
Remember, too, that most trips don’t go exactly according to plan InDesign
is both versatile and forgiving As you create a publication, you should feel free to change your mind, experiment, and let your creativity roam As long
as you reach your destination (on time!), taking a few detours is acceptable, and encountering a few roadblocks (small ones, you hope) is inevitable
Taking Stock before You Begin
Before you launch InDesign, open a new document, and begin working, you must answer several fundamental questions about the publication you are producing:
l What is the basic nature of the piece? Will it be printed, or will it be distributed over the Internet or an intranet? Is it going to be pub-lished as a print, PDF, Flash, or Web piece, or perhaps in several formats?
l What are its dimensions?
l How many pages will it have? If it will be a multipage publication, will it have facing pages like a book or a catalog, or will it be single-sided like a flip chart?
Trang 8l How many columns will each page have? How wide will the margins be?
l Does the budget allow for the use of color? If so, how many colors? What kind of paper will it be printed on? What kind of printer or printing press will be used?
l How will the publication be distributed? Under what circumstances will it be read? What’s the life expectancy of the publication?
l If the publication is bound for the Internet, will you create an HTML file (which can be viewed by anybody with a Web browser), a Flash presentation (which may require further work in Adobe Flash Professional and require users to have the free Adobe Flash Player viewer application or browser plug-in), or a PDF file (which requires viewers to have the free Adobe Reader application or browser plug-in)?
l And what about the content of your publication? What programs were used to create the text files and graphic files your publication will contain? Did you create the content your-self, or did others? What file formats were used for text and graphic files? What is the most effective way to present the content given the production requirements and budget?
As you answer these questions, a rough image of your publication begins to take shape in your mind When you’re ready to begin turning your ideas into an actual publication, you have a couple
of choices Many designers whose skills date back to the days of paste-up still prefer to use tional tools — a drawing pad and colored markers or pencils in this case — to create rough sketches before they fire up their page-layout or illustration program Other designers who were never exposed to such archaic tools are comfortable doing their brainstorming and sketching on the fly, using their favorite software Whatever method suits you is fine Keep in mind that, at this early stage, you shouldn’t be spending much time fine-tuning details You can do that later with InDesign
tradi-An overly careful person can plan forever, in which case, nothing actually gets done At some point, when the image you have of the publication you’re creating is clear enough in your mind to begin work, it’s time to create a new InDesign document
Setting Up a New Publication
After you launch InDesign, you have two options: You can choose the Open command (choose File ➪ Open or press Ô+O or Ctrl+O) to open a previously created document or template (more
on opening documents and templates later in this chapter), or you can choose File ➪ New ➪ Document or press Ô+N or Ctrl+N to create a new document
When you create a new document, the New Document dialog box, shown in Figure 4.1, appears
It is here that you implement many of the decisions you arrived at during the planning stage, including page size, number of pages, number of columns, and margin width Although you’re free
to change your mind later, you save yourself time and potential headaches by sticking with the basic page parameters you establish in the New Document dialog box
Trang 9To change the measurement units shown in the New Document dialog box, choose InDesign ➪ Preferences ➪
Units & Increments or press Ô+K on the Mac, or choose Edit ➪ Preferences ➪ Units & Increments or press
Ctrl+K in Windows Next, choose the measurement system you want from the Horizontal and Vertical pop-up menus in the Ruler Units area If you change preferences when no documents are open, your changes are applied to all subsequently created documents n
FIGURE 4.1
The settings you make in the New Document dialog box establish the basic framework for the pages in your publication The example at left shows the settings used to create a letter-sized document (81⁄2 × 11 inch) (51p × 66p) The example at right shows the settings used to create an 800-×-600-pixel Web page
Creating new documents
Here’s how to create a new document:
1 Choose File ➪ New ➪ Document or press Ô+N or Ctrl+N.
2 In the Intent pop-up menu, choose Print or Web, based on the type of document
you are creating Use Web for documents designed to appear on a computer screen,
such as Flash animations and PDF documents you don’t expect readers to print Note that the options for the two types of intents aren’t different, though the defaults are; spe-cifically, the Facing Pages option is deselected by default for Web pages and selected for print pages, and Web pages use a default measurement of pixels whereas print pages use
a default measurement of picas
3 If you know exactly how many pages your publication will have, type the number in
the Number of Pages field If you don’t know for sure, you can always add or delete
pages later as needed
Trang 104 If you want the document to start on a page number other than 1, enter it in the
Start Page # field If you choose an even number and select the Facing Pages option in
Step 5, InDesign has the first page start on the left of a spread rather than on the right
This new option also sets the page number in the Numbering & Section Options dialog box, covered in Chapter 5
5 Select the Facing Pages option if you’re creating a multipage publication that will
have a spine, such as a book, catalog, or magazine You do not need to select this
option if you’re creating a one-page document, such as a business card, an ad, or a poster
Some publications, such as flip charts, presentations, and three-ring bound documents, have multiple pages but use only one side of the page For such documents, don’t select the Facing Pages option, either
6 If you want to flow text from page to page in a multipage document, such as a book
or a catalog, select the Master Text Frame option (See Chapter 18 for more
informa-tion on using master text frames.) When you select this opinforma-tion, InDesign automatically adds a text frame to the document’s master page and to all document pages based on this master page This saves you the work of creating a text box on each page and manually threading text through each frame
7 In the Page Size area, you can choose one of the predefined sizes from the pop-up
menu Your options are Letter (8.5" × 11"), Legal (8.5" × 14"), Tabloid (11" × 17"), Letter Half (5.5" × 8.5"), Legal Half (7" × 8.5"), A4 (210mm × 297mm), A3 (297mm × 420mm), A5 (148mm × 210mm), B5 (176mm × 250mm), US Business Card (2.5 × 3 inches), Compact Disc (4.7222" × 4.5"), eight variations of Web page sizes (600 × 300, 640 × 480,
760 × 420, 800 × 600, 984 × 588, 1024 × 768, 1240 × 620, and 1280 × 800), or Custom
If you choose Custom as the page size, you can type values in the Width and Height
fields But you don’t have to actually choose Custom: No matter what page size is selected, if you type values in those fields, the Page Size automatically changes to Custom The minimum height and width is 1 pica (0.1667"); the maximum is 216"
Tip
When you specify page size, make sure the values you type in the Height and Width fields are the size of the final printed piece — and not the size of the paper in your printer For example, if you’re creating a standard- sized index card, type 5i in the Width field and 3i in the Height field n
Tip
If you want to print n-up — meaning several “pages” on one sheet, such as several business cards on an
8 1 ⁄ 2 - ×-11-inch sheet of paper — you can create a letter-sized document (8.5" × 11"), but you have to arrange
the business cards within the page boundary and add your own crop marks for each card n
8 To set the page orientation, click the Portrait or Landscape iconic button Clicking
the Portrait iconic button produces a vertical page; clicking the Landscape iconic button produces a horizontal page You can also specify Height and Width values by clicking the
Trang 11up and down arrows associated with these fields Note that if you change the dialog box’s default orientation setting (usually Portrait), the existing Width and Height values are swapped.
9 Type a value in the Columns field to specify how many columns your pages have
You can also specify the number of columns by clicking the up or down arrow associated with the Column field
10 Specify a gutter distance (the gutter is the space between columns) in the Gutter
field You can also specify a gutter width value by clicking the up and down arrows
associated with the Gutter field
11 Specify margin values in the Margins area The margin is the white area around the
outside of the page within which page elements — text and graphics — are placed A
document doesn’t have to have margins (you can type 0 into these fields), and if you
want, you can place text and graphics in the margin area
If the Facing Pages option is selected, Inside and Outside fields are available in the
Margins area Designers often specify larger inside margins for multipage publications to accommodate the fold at the spine If Facing Pages is not selected, Left and Right fields replace the Inside and Outside fields You can also specify margin values by clicking the
up or down arrows associated with the fields
12 If you click More Options, the Bleed and Slug area of the New Document dialog
box appears (refer to Figure 4.1), and the More Options button changes to Fewer Options The More Options button expands the dialog box to provide options to set
bleed and slug areas (The button then changes to Fewer Options, which if clicked hides the Bleed and Slug area.)
A bleed area is a margin on the outside of the page for objects you want to extend past the
edge of the page — you want them to extend at least 1⁄8 inch so if the paper shifts during printing, no white space appears where the image should be (touching the edge of the page)
printing information — some output devices cut these off during printing unless a slug area is defined For both bleed and slug areas, you can set the top, bottom, left, and right margins independently
13 Click OK to close the New Document dialog box When you do, your new, blank
doc-ument appears in a new docdoc-ument window Figure 4.2 shows the window of a newly created document that uses settings typical for a magazine (8 × 107⁄16 inches, or 48p × 62p7.5) Note how the zoom level appears both in the Zoom field in the applica-tion bar and after the name of the document in the document tab
Tip
You can bypass the New Document dialog box by pressing Option+Ô+N or Ctrl+Alt+N When you use this method, the most recent settings in the New Document dialog box are used for the new document, except that the new document will have just one page and start at page 1, no matter the number of pages or starting page number set in the previous document n
Trang 12Creating your own document types
InDesign lets you create predefined document types, called document presets, to supplement the
standard ones such as Letter Note that a preset is much more than a saved page size; it also includes margins, columns, and the other settings specified in the New Document dialog box
There are two ways to create document presets:
l You can save these new-document settings by clicking Save Preset in the New Document dialog box These saved settings appear in the Document Preset pop-up menu in the future
Trang 13l You can choose File ➪ Document Presets ➪ Define to create (by clicking Define) a new document preset or import one (by clicking Load) from another document It opens the dialog box shown in Figure 4.3 When you create a new preset, or edit an existing one, you get a dialog box that essentially matches the New Document dialog box, shown earlier
in Figure 4.1 Modify the settings as desired and click OK to return to the Document Presets dialog box
FIGURE 4.3
The Document Presets dialog box lets you create, import, edit, and delete document presets
Opening Documents and Templates
Opening documents with InDesign is pretty much the same as opening documents with any gram Simply choose File ➪ Open or press Ô+O or Ctrl+O, locate and click the document you want to work on, and then click Open But InDesign offers a few options for opening documents you don’t find in every program For example, you can:
pro-l Open more than one document at a time
l Open a copy of a document instead of the original This keeps you from overwriting the original file accidentally — very helpful if you’re making several variations of one document
l Open interchange document versions of InDesign files The InDesign Markup (IDML)
for-mat, for example, lets both InDesign CS4 and CS5 open files exported from InDesign CS5, and the InDesign Interchange (INX) format lets InDesign CS3, CS4, and CS5 open files exported from InDesign CS3 and CS4 (Note that InDesign CS5 cannot export INX files
The IDML format can also be created and opened by other programs, such as custom
pub-lishing databases, so unlike the INX format, it’s not just as a way to downsave files for use
by earlier versions of InDesign.)
Trang 14l Open a template under its own name This makes editing templates easier than it is with other programs, specifically QuarkXPress.
l Open documents created with some versions of PageMaker and QuarkXPress: QuarkXPress and QuarkXPress Passport versions 3.3 through 4.1 and PageMaker versions 6.0 through 7.0
Tip
InDesign’s File menu displays the names of the ten most recently saved documents in the Open Recent menu that appears under the Open option in the File menu after you have opened a file You can change how many recently saved files are shown by using the Number of Recent Items to Display option in the File Handling pane of the Preferences dialog box (choose InDesign ➪ Preferences ➪ File Handling or press Ô+K on
sub-the Mac, or choose Edit ➪ Preferences ➪ File Handling or press Ctrl+K in Windows) n
To open a file:
1 Choose File ➪ Open or press Ô+O or Ctrl+O The Open a File dialog box shown in
Figure 4.4 appears
2 Locate and open the folder that contains the documents you want to open Click a
file name or press and hold Ô or Ctrl and click multiple file names
In Windows, the Files of Type pop-up menu offers several options: All Files, All Readable Files, InDesign files, IDML, InDesign CS3 Interchange (INX), PageMaker 6.0–7.0 files, QuarkXPress 3.3–4.1x files, Adobe PDF Creation Settings Files, InDesign Book, and All Formats Choose any of these options to display a specific file format in the file list
(Choose All Files in the Files of Type pop-up menu to display files with no extensions.) Note that InDesign CS5 can open files created by any previous version of InDesign, in addition to CS5-created files The InDesign Markup (IDML) format is a variation of the standard InDesign CS5 format that lets InDesign CS4 read your CS5 files, minus any CS5-specific formatting (It can also be used with some other specialized programs.) Also note that there is no save or export option that lets InDesign CS3 or earlier open files cre-ated in InDesign CS5
On a Mac, the Open a File dialog box displays any supported file formats that have file name extensions, and the dialog box includes a Preview pane that displays a thumbnail version of the selected file or, more commonly, its icon (Choose All Documents in the Enable pop-up menu to display files without the file name extensions.)
Platform Difference
The name of the pop-up menu for selecting file types differs between the Mac and Windows versions of InDesign, as does the menu option for displaying all files (including those with no file name extensions) n
3 Click Open Normal (Mac) or Normal (Windows) at the bottom of the Open a File
dialog box if you want to open the original document (rather than a copy of the ument); click Open Copy (Mac) or Copy (Windows) to open a copy of a document (see Figure 4.4) When you open a copy of a document, it’s assigned a default name
doc-(Untitled-1, Untitled-2, and so on)
Trang 15If you want to use a template to create a new version of a publication, select Normal;
InDesign creates a document based on the template To open a template under its own name so that you can edit it, click Open Original (Mac) or Original (Windows)
Templates are explained in the following section (For documents, selecting Open Normal/Normal or Open Original/Original does the same thing: It opens the document for editing.)
Trang 164 Click OK to close the dialog box Each document you open appears in a separate
docu-ment window The page and view magnification shown when a docudocu-ment was last saved
is used when you open the document
Opening documents versus opening templates
Whenever you save a document, you have the option of saving a standard document file or a
tem-plate (more on saving temtem-plates later in this chapter) A temtem-plate is an InDesign file used to create
multiple iterations of the same publication For example, if you produce a monthly newsletter, you can save gobs of time and ensure consistency from issue to issue by using a template as the starting point for each edition of the newsletter A template is essentially the shell of a publication that
Both Windows and Mac OS X use icons to show you (and tell programs) the format of a file They also use file name extensions to identify the file type, but by default these file name extensions are hidden from view when you open folders
InDesign uses the file name extension indd to denote InDesign documents Without this file name extension, you won’t be able to double-click a file icon to open it, although you can still open the file from InDesign’s Open a File dialog box (choose File ➪ Open or press Ô+O or Ctrl+O), as long as you select All Documents from the Enable pop-up menu (on the Mac) or All Files from the Files of Type pop-up menu (in Windows) Note that the Place dialog box for importing text and graphics — covered
in Chapters 14 and 17 — does not have the Enable pop-up menu on the Mac; InDesign shows all files, even unsupported ones, in this dialog box
If file name extensions are hidden in Windows XP, open any folder, choose Tools ➪ Folder Options, and then select the View tab (You have to have a disk or folder open to have the View menu.) Select the Show Hidden Files and Folders option and then click OK
In Windows Vista, choose Start ➪ Computer, choose Organize ➪ Folder, and then choose Search Options in the dialog box that appears Go to the View pane and select the Show Hidden Files and Folders option, then click OK
In Windows 7, the steps are the same as for Vista, except you choose Folder and Search Options (Windows 7’s name for Vista’s Search Options)
If file name extensions are hidden in Mac OS X 10.5 Leopard or Mac OS X 10.6 Snow Leopard, choose Finder ➪ Preferences, go to the Advanced pane, select the Show All File Extensions option, and close the dialog box (You have to be using the Finder, not be in an application, to get this menu.)
Displaying File Name Extensions
Trang 17contains the basic framework — page layout, master pages, styles, and so on — but doesn’t tain any actual content.
con-Cross-Reference
For more information about creating templates, see Chapter 7 n
When you open a template, you have two choices: You can open a copy of the file and use it to create a new publication or you can open the original file, make changes, and then save an updated version of the template
If you want to use a template as the starting point for a new publication, choose File ➪ Open or press Ô+O or Ctrl+O, locate and select the template, and make sure Open Normal (Mac) or Normal (Windows) is selected in the Open a File dialog box (refer to Figure 4.4) before you click Open
If you want to modify a template, click Open Original (Mac) or Open (Windows) at the bottom of the dialog box If Open Normal (Mac) or Normal (Windows) is selected, clicking Open opens a new document window and assigns the document a default name: Untitled-1, Untitled-2, and so
on If Open Original (Mac) or Original (Windows) is selected, the original file opens and the nal name appears in the title bar
origi-Working with files in the Bridge file system
There’s another way to open documents and templates in InDesign: Choose File ➪ Browse in Bridge or press Option+Ô+O or Ctrl+Alt+O to open documents or templates, or choose File ➪ New ➪ Document from Template to open just templates Choosing either option opens the Adobe Bridge program, shown in Figure 4.5, where you can browse for a file to open
FIGURE 4.5
You can access files through the Adobe Bridge program, a common file environment for Creative Suite applications
Trang 18Bridge is designed to be a central repository for Creative Suite programs and support files, mainly for use in workgroup situations but also as an Adobe-centric alterative to the standard Mac and Windows file systems Bridge’s biggest attraction is that it lets you see previews of and file informa-tion for almost all the files types you’d be working with in your layouts (and Bridge does come with several canned templates created by Adobe that you might want to consider using).
There’s no difference in the documents or templates available via Bridge than those available via the regular Open a File dialog box It’s just a different organizational structure for your files
If you want to access the template files stored in Bridge’s InDesign folder without using Bridge itself, navigate to Library:Application Support:Adobe:Templates:InDesign on the Mac, or to Program Files/Common Files/Adobe/Templates/InDesign in Windows Of course, if you do prefer to use Bridge to store template files, you use InDesign’s regular Save As dialog box, select InDesign CS5 Template as the file format, and navigate to the Bridge applica-tion’s InDesign folder
You can access Bridge files directly from the Bridge application, using its folder-based interface to find files of interest
Note
Most of Bridge’s features are oriented to Photoshop users, so chances are you can just ignore Bridge n
New Feature
The new Mini Bridge panel (choose Window ➪ Mini Bridge) is a faster way to find files using Bridge’s file
envi-ronment Click the Search iconic button to search for specific files, or click the Browse Files iconic button to navigate for files using a pared-down version of the Adobe Bridge file-navigation controls n
Converting documents created with other programs
One of InDesign’s hallmarks is its capability to open documents from some versions of QuarkXPress and PageMaker and convert them to InDesign documents (If any of these files’ for-mats aren’t supported in InDesign, you get the Warnings dialog box shown in Figure 4.6.) It can-not open documents created by Microsoft Publisher, but Markzware does offer a utility to convert Publisher files to InDesign format
Also, InDesign cannot import PDF files, but it can bring in PDF files as graphics for placement in your document Chapter 14 covers this process in detail It can also import PDF job-option files,
so you can reuse the same settings already developed for Adobe Acrobat Distiller when you export
to the print PDF format, as Chapter 32 covers
Trang 19by hand n
FIGURE 4.6
InDesign shows the Warnings dialog box if there are any conversion issues when importing foreign file formats
QuarkXPress
InDesign can read QuarkXPress and QuarkXPress Passport files from versions 3.3, 4.0, and 4.1
(Adobe has no plans to support files in the version 5, 6, 7, or 8 formats of QuarkXPress, though Markzware offers a conversion utility for these formats.)
Because there are so many differences between QuarkXPress and InDesign, it’s impossible to dict all the conversion issues that may arise The good news is that a great many things work well, but some don’t Here are some common conversion issues you should pay attention to:
pre-l If your QuarkXPress document relies on XTensions (a type of plug-in) to add capabilities (such as table creation), it does not convert correctly into InDesign and may not even import at all Examples include any documents built with QuarkXPress’s indexing and book features
l The QuarkXPress leading model is different from that of InDesign, so expect leading to sometimes vary significantly, especially if you use additive leading as the automatic lead-ing method in QuarkXPress
l InDesign doesn’t retain kerning-table adjustments in QuarkXPress files (It does retain any kerning applied manually.)
Trang 20l The customizable dashes in QuarkXPress are converted to solid and dashed lines (Note
that stripes do convert properly.)
l Special gradient blends, such as the diamond pattern, are converted to linear blends or circular blends
l Text on a curved path is converted to regular text in a rectangular frame, even though InDesign supports text on paths
l H&J sets don’t have an equivalent in InDesign, so they do not convert, although any H&J settings are carried over into the converted paragraph styles
l Libraries don’t convert
l Printer styles don’t convert
PageMaker
InDesign can read PageMaker 6.0, 6.5, and 7.0 files Because PageMaker and InDesign offer many
of the same features, there are fewer translation issues between them Some to take note of include:
l Fill patterns aren’t supported
l Libraries won’t convert
l Printer styles won’t convert
Recovering a document after a crash or power failure
InDesign includes an automatic recovery feature that protects your documents in the event of a power failure or a system crash As you work on a document, any changes you make after saving
it are stored in a separate, temporary file Under normal circumstances, each time you choose File ➪ Save or press Ô+S or Ctrl+S, the information in the temporary file is applied to the docu-ment The data in the temporary file is important only if you aren’t able to save a document before crashing A word of warning: Although InDesign’s automatic recovery feature is a nice safety net, you should still be careful to save your work often Here’s how it works:
1 Relaunch InDesign or, if necessary, restart your computer and then launch
InDesign.
2 If automatic-recovery data is available, InDesign automatically opens the recovered
document and displays the word Recovered in the document’s title bar This lets you
know that the document contains changes that were not included in the last saved version
3 If you want to save the recovered data, choose File ➪ Save or press Ô+S or Ctrl+S
Recovered is removed as part of the file name, and InDesign asks whether you want to
overwrite the old file Overwriting the old file is easier than choosing File ➪ Save As or pressing Shift+Ô+S or Ctrl+Shift+S and then typing a name, unless you do want to save
a copy of the file in case you want to go back to the old version later
If you want to use the last saved version of the document (and disregard the recovered
data), close the file (choose File ➪ Close or press Ô+W or Ctrl+W) without saving and then open the file (choose File ➪ Open or press Ô+O or Ctrl+O)
Trang 21Sometimes, InDesign can’t automatically recover the documents for you Instead, it gives you the choice of recovering any files open during a crash or power outage, saving the recovery data for later, or deleting the recovery data You typically want to recover the files immediately n
Saving Documents and Templates
When you open a new document, it’s assigned a default name (Untitled-1, Untitled-2, and so on) and the first page appears in the document window At this point, you’re like a painter standing in front of a blank canvas However, painters don’t have to worry about system crashes and power failures; you do Make sure that when you work on InDesign documents, you follow the first rule
of safe computing: Save early and often
The second group of commands — Close, Save, Save As, Save a Copy, and Revert — in InDesign’s File menu provides options for saving the active/frontmost document Here’s a rundown of what each command does:
l Close (choose File ➪ Close or press Ô+W, Ctrl+W, or Ctrl+F4): This closes the active
document If the document has never been saved or if it’s been changed since it was last saved, a dialog box appears that lets you save, close without saving, or cancel and return
to the document
l Save (choose File ➪ Save or press Ô+S or Ctrl+S): This saves changes you’ve made to
the active document since you last saved If you choose Save for a document that hasn’t yet been saved, the Save As dialog box appears This dialog box lets you name and choose
a storage folder for the document
Adobe Creative Suite 5 no longer includes the Version Cue application and its companion Adobe Drive application that let you create shared folders for projects and save multiple versions of a layout or other file within that project, so people could review changes and even go back to an earlier version
So you might be wondering why the InDesign CS5 File menu has the Check In option that had been used to open such Version Cue projects The answer is that even though Version Cue is no longer part
of Creative Suite, Adobe is letting developers still use it with their content management systems via Adobe Bridge So, the Check In menu remains in InDesign in case your company has implemented Version Cue in its content management system You’ll know if that’s the case in your work environment because the Check In menu will be black, indicating its availability
But for the vast majority of users, the Check In menu option will remain grayed out because it serves no purpose in a standard InDesign CS5 or Creative Suite 5 implementation
What Does the Check In Menu Option Do?
Trang 22If you have more than one document open, you can save the documents all at one time by pressing Option+Shift+Ô+S or Ctrl+Alt+Shift+S n
l Save As (choose File ➪ Saves As or press Shift+Ô+S or Ctrl+Shift+S): This lets you
save a copy of the active document in a different (or in the same) folder using a different (or the same) name When you choose Save As and when you choose Save for an unsaved document, the Save As dialog box (see Figure 4.7) appears
FIGURE 4.7
The Save As dialog box (Mac version at top, Windows version at bottom)
Trang 23l Save a Copy (choose File ➪ Close or press Option+Ô+S or Ctrl+Alt+S): This lets you
create a copy of the active document in a different (or in the same) folder using a different (or the same) name When you use the Save a Copy command, the original document remains open and retains its original name It differs from Save As only in that it keeps the original document open
l Revert (choose File ➪ Revert): This undoes all changes you’ve made to a document since
you last saved it There is no way to undo this and reinstate all your changes after you revert, so be careful
Saving documents versus saving templates
Whenever you save a document for the first time or you use the Save As or Save a Copy command, the Save As dialog box lets you save a standard InDesign document file or a template
In an ideal world, you would create a finished template, save it, and then open a copy of the plate and use it to create an actual publication In the real world, however, templates are often cre-ated by yanking the content out of a finished publication and then saving the gutted file as a template Regardless of how you create your templates, make sure you remember to select the InDesign CS5 Template option in the Save As dialog box
Tip
Choosing File ➪ Package or pressing Option+Shift+Ô+P or Ctrl+Alt+Shift+P lets you save a copy of a document
along with all files — linked graphics, fonts, and hyphenation-exception dictionaries — required to print the document This feature is particularly handy if you intend to send an InDesign document to an output provider
(See Chapter 30 for more information about the Package command.) n
Knowing how to not save changes
As mentioned earlier in this chapter, InDesign is a very forgiving program If you make a mistake, change your mind, or work yourself into a complete mess, you don’t have to remain in your pre-dicament or save your work InDesign offers an escape route
Trang 24You can revert to your last saved version To do this, choose File ➪ Revert This undoes all changes you made since last saving a document There is no way to undo this action and reinstate all your changes after you revert, so be careful.
Saving Files in Other Formats
InDesign’s Save, Save As, and Save a Copy commands let you save documents and templates using InDesign’s native file format The Export command (choose File ➪ Export or press Ô+E or Ctrl+E) opens the Export dialog box, from which you can save documents and some individual document elements such as stories and graphics in several other formats And InDesign has separate menu commands for exporting Web and e-book documents, as Chapters 33 and 34 explain, respectively
Export formats for whole documents
To export entire documents, InDesign provides the following options (accessed from the Export dialog box unless otherwise indicated):
l InDesign Markup (IDML) format: This format lets InDesign CS5 save files readable by
InDesign CS4 and some specialty publishing programs (It will also be readable by the next version of InDesign — presumably to be called InDesign CS6.) The trick is to export, not save
as, files to the InDesign Markup format IDML files have the file name extension idml
l Production formats: You can save the document as an EPS or a PDF file for use by
pre-press tools and service bureaus or for import into other applications as a graphic You get the choice of exporting individual pages and page ranges, not just the whole document
Choose the Adobe PDF (Print) or EPS options in the Format pop-up menu (Mac) Save as Type pop-up menu (Windows) in the Export dialog box
l Online and interactive formats: You can save the document in XML format for use in
online database-oriented content-management systems by choosing the XML option in the Format pop-up menu (Mac) or Save as Type pop-up menu (Windows) in the Export dialog box InDesign can also export interactive PDF files (retaining video, audio, and actions), as well as export Flash Player presentation files (SWF) and Flash project files (FLA)
You can also export your document to the Web’s structured HTML format (XHTML) by choosing File ➪ Export For ➪ Dreamweaver (Despite the menu option’s name, any Web browser and most creation tools can work with these exported files.) Finally, you can export to the Digital Editions e-book format meant for Web-based distribution of rich-media documents by choosing File ➪ Export For ➪ EPUB
New Feature
The menu option for exporting to XHTML has changed to File ➪ Export For ➪ Dreamweaver, and the menu
option for exporting to and the Digital Editions e-book format has changed to File ➪ Export For ➪ EPUB Also,
the ability to export print PDF files versus interactive PDF files is new to InDesign CS5 Finally, gone is the ity to export to InDesign Interchange (INX) format for use by InDesign CS3 n
Trang 25Chapter 32 covers how to export print PDF files Part VIII covers the creation of interactive PDF and e-book files, and how to export to XHTML, Digital Editions e-book, and Flash formats Chapter 36 explains how to import, export, and use XML files n
Export formats for document elements
You can also export pieces of your document, such as text files and graphics Be sure to select the objects (use the Type tool for text and the Direct Selection tool for graphics) and then choose the appropriate options from the Export dialog box (choose File ➪ Export or press Ô+E or Ctrl+E):
l Word-processing formats: If you place the text cursor into a story, you can export its text
(select a range of text if you want to export only that selection) into one of three formats:
RTF (Rich Text Format) for import into word processors with only basic formatting retained and Text Only for import into word processors that don’t support RTF (no for-matting is retained) You can also export selected stories to the InCopy Document format, for use in that add-on program (see Chapter 24); exported stories appear in the
Assignments panel
Note
If you need to export several stories from the same document, it’s better to use the Assignments panel to create
an assignment file that contains multiple stories, as described in Chapter 24 If you export multiple stories to the InCopy Document format in the Export dialog box, each story is exported to its own file — and that can create a confusing number of files n
l InDesign Tagged Text format: Whether you select text using the Type tool, you can save
the story in the InDesign Tagged Text format (for editing in a word processor and later reimporting into InDesign with all InDesign formatting retained)
l InDesign Markup (IDML) format: This new format is meant to allow document
exchange with the CS4 and next (CS6?) versions of InDesign and InCopy; developers can also use it to open InDesign files in applications they create
l JPEG format: You can export individual or multiple graphics as well as entire pages and
layouts to the JPEG image format by choosing the JPEG option in the Export dialog box
You can also export text frames, which convert the exported text to an uneditable image
l Animation formats: You can export InDesign pages and documents as Flash Player
pre-sentations (SWF files) or Flash Pro projects (FLA files) for further work in Adobe Flash Professional
l Buzzword format: You can export InDesign text to the Adobe Buzzword
subscription-based online editing tool, as Chapter 17 explains
l Document snippets: You can also export selected elements to a snippet file by choosing
InDesign Snippets from the Export dialog box Or simply drag the elements out of your document in the Mac Finder or Windows Explorer; you import snippets by dragging the snippet file (which has the file name extension idms) into your document from the desktop or a folder (Chapter 10 covers snippets in more detail.)