InDesign CS5 Bible- P1

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InDesign CS5 Bible- P1: InDesign is a powerful tool that serves as the standard program for professional layout and design. The latest version boasts a variety of updates and enhancements. Packed with real-world examples and written by industry expert Galen Gruman, this in-depth resource clearly explains how InDesign CS5 allows for better typography and transparency features, speedier performance, and more user control than any other layout program.

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Companion Web Site 8-Page Color Insert! • Additional tools, updates, resources, • Striking, full-color examples show and more you what you can achieve Galen Gruman Adobe ® InDesign CS5 ® Make a bigger impact with better designs Create animations and interactive documents Learn new CS5 tools and techniques The book you need to succeed!
Adobe InDesign CS5 ® ® Bible
Adobe InDesign 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 per- 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 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 OR EXTENDED BY SALES OR PROMOTIONAL MATERIALS. THE ADVICE AND STRATEGIES CONTAINED HEREIN MAY NOT BE SUITABLE FOR EVERY SITUATION. THIS WORK IS SOLD WITH THE UNDERSTANDING THAT THE PUBLISHER IS NOT ENGAGED IN RENDERING LEGAL, ACCOUNTING, OR OTHER PROFESSIONAL SERVICES. IF PROFESSIONAL ASSISTANCE IS REQUIRED, THE SERVICES OF A COMPETENT PROFESSIONAL PERSON SHOULD BE SOUGHT. NEITHER THE PUBLISHER NOR THE AUTHOR SHALL BE LIABLE FOR DAMAGES ARISING HEREFROM. THE FACT THAT AN ORGANIZATION OR WEBSITE IS REFERRED TO IN THIS WORK AS A CITATION AND/OR A POTENTIAL SOURCE OF FURTHER INFORMATION DOES NOT MEAN THAT THE AUTHOR OR THE PUBLISHER ENDORSES THE INFORMATION THE ORGANIZATION OR WEBSITE MAY PROVIDE OR RECOMMENDATIONS IT MAY MAKE. FURTHER, READERS SHOULD BE AWARE THAT INTERNET WEBSITES LISTED IN THIS WORK MAY HAVE CHANGED OR DISAPPEARED BETWEEN WHEN THIS WORK WAS WRITTEN AND WHEN IT IS READ. For general information on our other products and services or to obtain technical support, please contact our Customer Care Department within the U.S. at (877) 762-2974, outside the U.S. at (317) 572-3993 or fax (317) 572-4002. 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.
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 Credits Acquisitions Editor Project Coordinator Aaron Black Patrick Redmond Project Editor Graphics and Production Specialists Chris Wolfgang Andrea Hornberger Jennifer Mayberry Technical Editor Jonathan Woolson Quality Control Technician Melissa Cossell Copy Editor Scott Tullis Proofreading and Indexing Christine Sabooni Editorial Director Word Co Indexing Services Robyn Siesky Media Development Project Manager Editorial Manager Laura Moss Cricket Krengel Media Development Assistant Project Manager Business Manager Jenny Swisher Amy Knies Media Development Associate Producer Senior Marketing Manager Josh Frank Sandy Smith Shawn Patrick Doug Kuhn Vice President and Executive Group Marilyn Hummel Publisher Richard Swadley Vice President and Executive Publisher Barry Pruett
A fter 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 desk- top publishing program — Adobe came up with two directions for major improvement. 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. vii
T hanks 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 edi- 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. 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. ix
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 x
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 xi
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii 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 xiii
Contents 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
Contents 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 xv
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 xvi
Contents 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 xvii
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 xviii