You are previewing Moving to InDesign.
O'Reilly logo
Moving to InDesign

Book Description

Costs less. Does more. Is easier to use: If this is the conclusion you've reached when comparing InDesign CS with its two long-time rivals (QuarkXPress and PageMaker), you're ready to make the switch. This guide shows you how! Throughout this compact guide, the focus is on leveraging your skill in the other leading desktop publishing packages to get up to speed fast in the new leading publishing package! As the perfect companion to the more comprehensive Real World InDesign CS, this tightly focused guide details the most common tasks and techniques you need to know to get your job done in InDesign CS. Clear, concise instructions enhanced by plenty of screen shots and sample layouts show you how to create and navigate documents, import and style text and objects, manage long projects, work with color, and more. You¿ll also find good coverage of all of InDesign's newest and most unique features: the Story Editor, a Separation Preview palette, nested styles, the Package for GoLive command, and more.

Table of Contents

  1. Copyright
    1. Dedication
  2. Introduction
    1. How to Read This Book
    2. Why Use InDesign
      1. Features
      2. Performance
      3. What’s Your ROI?
      4. Add a Tool, Don’t Replace It
    3. For More Information
    4. Acknowledgements
  3. 1. Top Ten Common Pitfalls
    1. 1. Top Ten “Gotchas” for QuarkXPress Users
      1. “Where are the Item and Content tools?”
      2. “I see the picture box tools, but where are the tools for text boxes?”
      3. “I can’t find text leading!”
      4. “Why do I always get the wrong font and size when I start typing?”
      5. “I can’t click on master page items!”
      6. “How am I supposed to link text boxes together without a Link tool?”
      7. “Why does creating or editing a color or style affect objects on my page?”
      8. “How do I resize, color, or adjust pictures?”
      9. “How do I get rid of my guides?”
      10. “Where is that XPress feature I always use?”
    2. 2. Top Ten “Gotchas” for PageMaker Users
      1. “When I move from page to page, things I leave on the pasteboard disappear.”
      2. “I can’t find the Cropping tool.”
      3. “How do I create booklets like I do with Build Booklet in PageMaker?”
      4. “I always avoided QuarkXPress because it used frames for everything. Now InDesign is the same!”
      5. “Where’s the automatic bullets and numbering that I used in PageMaker?”
      6. “How do I manage linked images?”
      7. “I miss some of the keyboard shortcuts I used in PageMaker.”
      8. “Is there any way to import my PageMaker dictionary and scripts?”
      9. “I can select items in a stack, but when I try to move a lower item, the top one is selected again.”
      10. “Where do I set the starting page number for my document?”
  4. 2. The User Interface
    1. 3. The Tools Palette
      1. Tools for Selecting and Moving Objects
      2. Type Tools
      3. Drawing Tools
        1. Pen
        2. Pencil
        3. Line
        4. Frame
        5. Shape
      4. Editing Tools
        1. Rotate
        2. Scale
        3. Shear
        4. Free Transform
        5. Eyedropper
        6. Measure
        7. Gradient
      5. Navigation Tools
        1. Grabber Hand
        2. Zoom
      6. Determining Color Selections
    2. 4. Views and Navigation
      1. Document Window Navigation
      2. Zoom Tool
      3. Useful Key Commands for Navigating
      4. Hand Tool
      5. Moving Between Pages
        1. Pages Palette
        2. Document Window Navigation
        3. The Navigator Palette
      6. Showing and Hiding Page Elements
        1. Frame Edges
        2. Baseline Grid
        3. Text Threads
        4. Document Grid
        5. Master Items
      7. Preview Modes
      8. Managing Palettes
        1. Palette Key Commands
        2. Minimize Palettes
        3. Combining and Docking Palettes
        4. Using Workspaces
        5. Use the Control Palette
        6. Making Objects Non-printing
    3. 5. Keyboard Shortcuts and Context Menus
      1. Keyboard Shortcuts
        1. Finding Shortcuts
        2. Printing Shortcuts
        3. Customizing Shortcuts
  5. 3. Building Pages
    1. 6. Creating Frames
      1. Understanding the Lingo
      2. Flexibility with Frames
        1. Placeholder Frames
        2. Frames On-the-Fly
        3. Dragging and Copying Shortcuts
    2. 7. Tools for Selecting
      1. Bounding Boxes and Anchor Points
    3. 8. Creating and Editing Shapes
      1. Simple Shapes
        1. Line Tool
        2. Rectangle, Ellipse, and Polygon Tools
      2. Freeform Shapes
        1. Pencil Tool
        2. Smooth Tool
        3. Erase Tool
      3. Precise Shapes with the Pen Tool
        1. Similarities and Differences
      4. Reshaping Paths and Frames
        1. Direct Selection Tool
        2. Add Anchor Point Tool
        3. Delete Anchor Point Tool
        4. Convert Direction Point Tool
        5. Scissors Tool
      5. Pathfinder Commands
    4. 9. Fills and Strokes
      1. Fills
      2. Strokes
        1. The Stroke Palette
        2. Dashes, Stripes, and Path End Shapes
        3. Stroke Styles
        4. Corner Effects
    5. 10. Moving and Transforming Objects
      1. The Transform and Control Palettes
        1. Setting the Transformation Origin
        2. Pay Attention to What’s Selected
      2. Moving Objects
        1. By Dragging
        2. Using the Transform Palette
        3. Using the Move Dialog Box
        4. Using the Arrow Keys
      3. Resizing Objects
        1. Dragging the Bounding Box
        2. Using the Transform or Control Palette
        3. Dragging with the Scale Tool
        4. Using the Scale Dialog Box
      4. Rotating
        1. Dragging with the Rotate Tool
        2. Using the Rotate Dialog Box
      5. Flipping
      6. Skewing or Shearing
        1. Skewing with a Palette
        2. Using the Shear Dialog Box
        3. Dragging with the Shear Tool
      7. The Free Transform Tool
    6. 11. Grouping, Stacking, Nesting, and Locking Objects
      1. Grouping
        1. Where Are Your Groups?
        2. Selecting the Members of a Group
        3. The Group Selection Tool
      2. Nesting
      3. Stacking Order
      4. Selecting Object Controls
      5. Locking
    7. 12. Duplicating, Deleting, and Aligning Objects
      1. Duplicating Objects
        1. Copying and Pasting
        2. Paste in Place
        3. Duplicating and Step-and-Repeating
        4. Option/Alt-Dragging
      2. Deleting Objects
      3. Aligning Objects
      4. Distributing Objects
        1. Maintaining the Bounding Box
        2. Distributing Using Precise Spacing
    8. 13. Layers
      1. Basic Layer Operations
        1. Assigning Objects to Layers
        2. Rearranging and Combining Layers
        3. Duplicating and Deleting Layers
  6. 4. Building Documents
    1. 14. Creating, Opening, and Saving Documents
      1. Default Page Sizes
      2. Changing Page Size and Orientation
      3. Opening Files
      4. Saving Files
    2. 15. Adding, Deleting, and Arranging Pages
      1. Adding Pages to your Documents
      2. Arranging Pages
      3. Deleting Pages
      4. Creating a Multipage Spread
        1. Creating a Multipage Master Page
      5. Targeting versus Selecting Pages
        1. Targeting a Page or Spread
        2. Selecting a Page or Spread
    3. 16. Creating and Applying Master Pages
      1. Creating a New Master Page
        1. Automatic Linked Text Frames
        2. Duplicating a Master Page
        3. Converting a Document Page into a Master Page
      2. Creating Parent/Child Relationships
        1. Making Child Masters
      3. Applying Master Pages to Document Pages
      4. Changing Master Items
      5. Removing Master Item Changes
    4. 17. Grids and Guides
      1. Customizing Ruler Guides
        1. Locking Guides
        2. Deleting Guides
      2. Create Guides
      3. Working with Margin Guides
        1. Hiding Guides
        2. Editing Margin & Column Guides
      4. Layout Adjustment
      5. Baseline Grid
      6. Document Grid
    5. 18. Numbering and Sectioning
      1. Creating Sections
      2. Section Options
        1. Prefixes
        2. Style
        3. Section Marker
      3. Editing Sections
  7. 5. Typography
    1. 19. Importing and Editing Text
      1. Selecting, Deleting, and Navigating
        1. Keyboard Navigating
      2. Hidden Characters
      3. Story Editor
      4. The Info Palette
      5. Import Filters
        1. Import Options
        2. Formatted or Unformatted Text
      6. Flowing Text
        1. Manual Flow
        2. Semi-Autoflow
        3. Autoflow
      7. Linking to Text Files
      8. Pasting Text
      9. Creating Placeholder Text
    2. 20. Threading and Unthreading Text Frames
      1. Threading
      2. Unthreading
      3. Removing a Frame from the Chain
    3. 21. Checking Spelling and Using Dictionaries
      1. Picking a Search Range
      2. Performing a Search
      3. Foreign Languages and Dictionaries
        1. Applying Language to Text
      4. Adding or Removing Words
        1. Hyphenation Points
        2. Removing Words
    4. 22. Character Formatting
      1. Selecting Text for Formatting
      2. Basic Character Formatting
        1. Typeface
        2. Font Size
        3. Leading
      3. Kerning and Tracking
        1. Metrics Kerning
        2. Manual Kerning
        3. Optical Kerning
        4. Tracking
      4. Type Styles
        1. Font Styling
        2. Underline and Strikethrough
        3. All Caps and Small Caps
        4. Changing Case
        5. Changing Position
        6. Ligatures
        7. No Break
        8. Horizontal and Vertical Scaling
        9. Color, Tint, Gradient, and Stroke
        10. Baseline Shift
        11. Skew
        12. Language
      5. OpenType Font Support
      6. Special Characters
        1. Insert Character Menus
        2. Glyphs Palette
        3. Keystrokes
      7. Other Special Characters
        1. Fractions
        2. Typographers’ Quotes
        3. Auto Page Numbers and Jump Lines
    5. 23. Paragraph Formatting
      1. Selecting Paragraphs
      2. Alignment and Spacing
        1. Leading
        2. Horizontal Alignment
        3. Left and Right Indents
        4. Hanging Indents
        5. The Indent Here Character
        6. Space Before and After
        7. Baseline Grid
      3. Drop Caps
      4. Keep Options
        1. Keep with Next
        2. Keep Lines Together
        3. Start Paragraph
      5. Working with Tabs
        1. Creating Tab Stops
        2. Tab Alignment
        3. Tab Leaders
        4. Changing and Deleting Tabs
      6. Single-line vs. Paragraph Composers
      7. Hyphenation and Justification
        1. Applying H&J Settings
        2. Hyphenation Settings
        3. Justification Settings
      8. Hanging Punctuation
      9. Paragraph Rules
        1. Positioning the Rules
    6. 24. Text Frame Properties
      1. Fitting a Frame to Its Text
      2. Text Frame Options
        1. Columns
        2. Inset Spacing
        3. Vertical Text Alignment
    7. 25. Find and Change
      1. Setting the Search Range
      2. Specifying the Text
        1. Performing a Text Search
        2. Finding/Changing Formatted Text
        3. Applying Formatting
      3. Find Font Dialog Box
        1. Finding Information
        2. Replacing a Font
  8. 6. Styles
    1. 26. Paragraph and Character Styles
      1. Creating Paragraph Styles
      2. Character Styles
      3. Applying Styles
      4. Overriding Local Attributes
      5. Nested Styles
      6. Modifying Styles
        1. Redefining styles
      7. Deleting Styles
      8. Importing Styles
        1. Importing Styles from a Document
        2. Importing Styles from Word Files
    2. 27. Exporting Text
      1. Text Formats
        1. Text Only
        2. Rich Text Format
        3. Adobe InDesign Tagged Text
  9. 7. Graphics
    1. 28. Importing Graphics
      1. Placing Graphics
        1. The Place Gun
        2. Drag & Drop Importing
      2. Graphic File Formats
        1. Advantages of Native File Formats
        2. To Import or Not to Import
        3. Recommended Prepress Formats
        4. Inappropriate File Formats
      3. Import Options
      4. The Links Palette
        1. Updating and Changing Graphic Links
        2. Information about Graphics
        3. Editing the Original Graphic
        4. Embedding Graphics
      5. Maintaining Editable Vectors
    2. 29. Scaling Graphics Precisely
      1. Scaling Images
        1. Scaling with Fitting Commands
        2. Scaling With Key Commands
        3. Scaling with the Transform or Control Palette
        4. Scaling a Graphic by Dragging
    3. 30. Display Options
      1. View Menu Settings
      2. Individual Image Display Settings
      3. Setting Display Defaults
    4. 31. Clipping Paths
      1. Using Embedded Paths
      2. Creating Clipping Paths
      3. Editing a Clipping Path
      4. Converting Clipping Paths to Frames
  10. 8. Where Text Meets Graphics
    1. 32. Inline Objects
      1. Creating Inline Objects
        1. Manipulating an Inline Object
        2. Adjusting Leading and Spacing
    2. 33. Text Wrap
      1. Wrap Options
      2. Creating Contours
        1. Contour Choices
        2. Editing the Contour
      3. Controlling Text Wrap
    3. 34. Text and Graphics on a Path
      1. Creating Path Type
        1. Path Type Controls
      2. Editing Path Type
        1. Threading Text
        2. Deleting Path Type
    4. 35. Creating and Importing Tables
      1. Table Terminology
        1. Tables versus Tabs
      2. Creating a New Table
        1. Entering Text in a Table
      3. Importing Tables
      4. Converting Tables to Text
    5. 36. Formatting Tables
      1. Selecting Tables
        1. Selecting Cells
        2. Selecting Rows or Columns
        3. Selecting the Entire Table
      2. Tools for Table Formatting
      3. Editing a Table’s Structure
        1. Scaling the Entire Table
        2. Adding Rows and Columns
        3. Deleting Rows, Columns, and Entire Tables
        4. Merging, Unmerging, and Splitting Cells
        5. Changing Row or Column Size
      4. Setting Strokes and Fills
        1. Fill and Stroke Options
        2. Adding Diagonal Lines
      5. Headers and Footers
      6. Creating Alternating Patterns
        1. Adding Alternate Fills or Strokes
      7. Alignment and Spacing Within a Cell
      8. Alignment and Spacing Around a Table
    6. 37. Text and Graphics in Tables
      1. Text Formatting
        1. Tabs within Tables
        2. Overset Text in a Cell
        3. Text Rotation
      2. Table Flow Between Text Frames
      3. Pasting or Placing Graphics
      4. Handling Overset Graphics
  11. 9. Color and Transparency
    1. 38. Creating and Applying Colors
      1. Swatches Palette
        1. Creating Swatches
        2. Tint Swatches
      2. Color Palette
        1. Saving Unnamed Colors
      3. Applying Colors
        1. Changing the Color of Type
        2. Applying Color to Lines
        3. Colorizing Images
      4. Gradients
        1. Gradient Swatches
        2. Gradient Palette
        3. Gradient Tool
      5. Eyedropper Tool
        1. Copying and Applying Colors
        2. Eyedropper Tool Status
        3. Eyedropper Options
      6. Colors & Color Libraries
        1. Importing Colors
        2. Editing and Deleting Colors
        3. Converting Spot Colors to Process
      7. Mixed Ink Swatches and Groups
      8. Setting Overprints
        1. Previewing and Printing Overprints
    2. 39. Transparency
      1. Importing Transparent Objects
      2. Applying Transparency
        1. Blending Modes
        2. Blend Options
        3. Blend Space
        4. Applying Drop Shadows
        5. Applying Feathering
  12. 10. Long Documents
    1. 40. Managing Book Files
      1. Building a Book
      2. Standardizing Attributes
      3. Setting Page Order
      4. Preparing, Printing, and Exporting Books
        1. Preparing Books for Printing
        2. Printing Books
        3. Exporting Books to PDF
    2. 41. Table of Contents and Index
      1. Building a TOC
        1. TOC Styles
      2. Building an Index
        1. Indexing Topics
        2. Making References
        3. Building the Index
  13. 11. Printing
    1. 42. Preparing for Print
      1. Preflighting Your Document
        1. The Preflight Dialog Box
        2. Separation Preview
      2. Packaging a Document for Print
        1. Packaging Options
    2. 43. Printing
      1. Choosing a Printer
        1. Creating a PostScript File
        2. Previewing Your Printing
        3. Printer-Specific Options
      2. The General Panel
      3. The Setup Panel
        1. Paper Size and Orientation
        2. Scaling and Positioning Options
        3. Thumbnails and Tiling
      4. Marks & Bleed
        1. Printer’s Marks
        2. Bleed and Slug Area
      5. The Output Panel
        1. Kinds of Output
        2. Color Separations
        3. Choosing and Changing Inks
        4. Trapping
      6. The Graphics Panel
      7. Other Panels
      8. Creating Print Presets
        1. Creating a Print Preset
        2. Selecting Print Presets
      9. Printing Transparency
        1. Transparency Must Be Flattened
        2. When Flattening Happens
        3. How Can You Identify Transparency?
        4. Controlling How Flattening Occurs
        5. Customizing the Controls
      10. Resources for Print Service Providers
  14. 12. Exporting
    1. 44. Exporting EPS and PDF
      1. Export as EPS
        1. Format Settings
        2. Advanced Options
      2. Creating PDF Files
      3. Customizing Your PDF Export
        1. General
        2. Compression
        3. Marks & Bleeds
        4. Advanced
        5. Security
      4. PDF Export Presets
      5. An Alternative to Exporting
    2. 45. Other Export Options
      1. Export as JPEG
      2. Packaging for GoLive
      3. Export as XML
      4. Export as SVG
      5. InDesign Interchange Format
  15. Appendixes A, B, C: Converting Files and Plug-ins
    1. A. Converting QuarkXPress Files
      1. Conversion Isn’t Perfect
        1. What Translates Well
        2. Think “Templates”
      2. Converting QuarkXPress Files
        1. First Steps
        2. The Conversion Process
      3. Problem Areas to Look For
        1. Getting Help
      4. Other Conversion Options
    2. B. Converting PageMaker Files
      1. Preparing for Conversion
        1. Updating Fonts and Graphics
        2. Resaving the Document
      2. Opening the File in InDesign
      3. Conversion Issues
        1. Think Templates
        2. Getting Help
    3. C. InDesign Plug-ins
      1. What Are Plug-ins?
      2. Managing Plug-ins
      3. Third-Party Plug-ins