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TRANSCRIPT
INDESIGN CS5 GUIDE
Written by Snorre Näsman, Depot 1, 2010
CONTENT
ABOUT THIS GUIDE 4
In general 4
Help 4
LAYOUT SAMPLES 5
ABOUT INDESIGN 12
User Interface 12
rUlers and gUIdelInes 13
docUment navIgatIon 14
1. MAKING A NEW DOCUMENT 15
In general 15
new docUment dIalog box 15
docUment vIew 16
crop marks and bleed 18
2. OBJECTS IN INDESIGN 19
boUndIng box 19
frames 19
makIng a frame 19
makIng a stroke 20
cHangIng tHe sHape of a frame 21
frames wItH roUnd corners 21
arrange objects 21
scalIng and posItIonIng objects 22
3. IMAGES IN INDESIGN 23
resolUtIon 23
lInked fIles 26
colors 26
4. TEXT IN INDESIGN 27
makIng a text frame 27
place text 28
colored text frames 29
edItIng text 30
text wrap 31
5. PAGES 32
pages panel 32
6. LAYERS 33
layers panel 33
7. COLORS 34
In general 34
color panel 34
transparency and effects 35
color blends 35
backgroUnd color 36
8. SAVING A DOCUMENT 37
package 37
export 38
9. PRINTING A DOCUMENT 39
4
ABOUT THIS GUIDE
IN GENERALThe purpose of this guide is to provide a basic introduction to the layout program InDesign. The program is made by Adobe, the largest producer of graphic software on the market today and among others responsible for the illustation program Illustrator and the image editing program Photoshop.All programs have some resemblance to each other, and when you have learned one of them, you’ll pretty quickly know your way around the others.
When text is written like this, it refers to actions, menus, panels etc.Example: “To edit text, first choose Type Tool, then click in the text frame.”
Are two or more words separated by an ^ a path to a command is described.Example: “To place an object on top of another choose Object ^ Arrange ^ Bring to front.”
Shortcuts will be mentioned like this: Ctrl+O (open document).Most of the shortcuts are the same on PC and Mac, just replace Ctrl with ⌘.
The CS5 versions of the programs are used for reference in this guide.
HELPBeginners and experienced users alike can use some help from time to time. There are two quick ways to get help. First, InDesign’s own help feature: Help ^ InDesign Help. Here you can search for for instance a tool’s name and read a short description of how it works.Second, you can use your fellow designers’ hard-earned experiences. There are thousands of communities etc. on the internet, in which users discuss various software related topics and give advice, and you’ll also find various tutorials explaining solutions for any kind of problem.The search ‘inset spacing rounded corner indesign CS5’ gave 1260 hits on Google (inset spacing is
the distance from the edges of a text frame and the actual text).
5
LAYOUT SAMPLES
WHAT IS THE PROGRAM USED FOR?InDesign is a layout program mainly used for printed matter - business cards, magazines, fold-ers, posters, books etc. Basically it’s all about putting text, graphics and images together. In orther words it’s not about text editing (as for instance Word), drawing (as for instance Illustrator) or image editing (as for instance Photoshop) and even though you have excellent text editing fea-tures, fine illustration tools and the possibility of simple image editing, InDesign’s strength lies in its layout features. In order words you’ll write your text in Word, draw your illustrations in Illustrationer. edit your images in Photoshop, and in the end put it all together in InDesign.
Samples
The following pages shows three different magazine spreads.The three spreads are from three different magazines, but are at a glance very alike. They consist of more or less the same components; for instance headings, sub-headings, body text and images. But if you look a little bit closer, you’ll find, that there are quite big differences between the com-plexity of the spreads. The spreads use respectively 3, 20 and 9 columns, which gives very dif-ferent possibilities of varying the layout. Many columns gives more flexibility, few columns will often reduce work load, since less time are used for making decisions when working.
Before starting to work, it is a good idea to look at how others are doing things. It can be of great inspiration and secure, that you don’t repeat others mistakes.
6
NUMBERS
Document size: 235x298 mm.
Columns: 3
Gutter: 5 mm.
Margin top: 15 mm.
Margin Bottom: 15 mm.
Margin Inside: 20 mm.
Margin Outside: 15 mm.
Designmatters # 12, winter ‘05/’06. Art director: Kenneth Schultz.
Heading.
Sub-heading.
Subheading, english.
Images are one or two columns wide.
Body text are written in three text columns
– every text column equals one grid column.
The text is left aligned.
Firat paragraph begins
with one line written in all caps.
Following paragraphs begins with an indent.
Heading, english.
Byline with writer.
7
Sub-heading in bold.
A dot marks the end of article.
Image text written benetah image.
The english text is written in red.
Designmatters # 12, winter ‘05/’06. Art director: Kenneth Schultz.
Foot with page number.
8
NUMBERS
Document size: 225x297 mm.
Columns: 20
Gutter: 5 mm.
Margin top: 20 mm.
Margin Bottom: 18 mm.
Margin Inside: 15 mm.
Margin Outside: 12 mm.
Euroman, August 2009. Art director: Sune Ehlers.
Heading.
Lead.
First paragraph without indent.
Body text is written in four columns
– each column is 5 grid columns wide.
The text is left aligned and justified.
The first line in a paragraph is indented.
The image is 15 columns wide.
The image is 10 columns wide.
Foot with page number and issue number.
Info box. The actual box is 10 columns wide.
There is a few mm. between the edges
of the box and the text within it.
Head with subject.
Image text is written on top of image.
The text is right aligned.
9
Euroman, August 2009. Art director: Sune Ehlers.
The text is written in 4 columns. Each column is 5
grid columns wide.
Two strokes separates images and text and
2-columns and 4 -columns layout.
To streger markerer overgangen fra billede til
tekst og fra 2-spaltet til 4-spaltet layout.
The two images are cut out and positioned in
one column each beneath the car names in the
heading.
Heading. The large ‘VS.’ between the two car
names indicates a two column layout.
The images in the info box are one or two
columns wide (=4 or 8 grid columns).
Heading written in black border. Shows the
change from one type of information to another.
This info box has a different background
colour than the one above and 5 columns of
text (every column is 4 grid columns wide).
These differences show, that the content is not
directly related to the one above.
Info box. The box spans the page and is cut by
the paper. The text is written in 4 columns.
Lead. The text is centrered in one column (=20
grid columns).
10
NUMBER
Document size: 200x264 mm.
Columns: 9
Gutter: 3 mm.
Margin top: 13 mm.
Margin Bottom: 20 mm.
Margin Inside: 20 mm.
Margin Outside: 15 mm.
Monocle, #35 July/August 2010. Art director: Izabella Bielawska.
Image text, right aligned.
A number beneath each image
relates to image text
Body text is written in two columns.
Every column is 3 grid columns wide.
The text is left aligned and justified.
Paragraphs begin with indent.
Brødteksten skrives i to spalter.
Hver spalte fylder 3 kolonner.
Teksten er venstrestillet med fast bagkant.
Hvert nyt afsnit indledes med et indryk.
Info box.
Foot with page number and issue number.
Head with subject.
11
Monocle, #35 July/August 2010. Art director: Izabella Bielawska.
The images are 3, 4, 5 or 6 grid columns wide,
except for this one, that crosses the page,
thereby breaking the grid.
12
Color Panel TIP
By pressing the Tab key Control Bar, Toolbox
and the Panels will disappear.
Press the Tab key again to make it all reap-
pear.
ABOUT INDESIGN
USER INTERFACEMenu Bar
Menu Bar holds a variety of commands. To the right of some commands you’ll find the shortcut - for instance Ctrl+N to make a new document, Ctrl+Z for undo etc.
Application Bar
In Application Bar you control, how the document is viewed on scrren – for instance you can choose zoom level from the drop down menu in the left hand side.
Control Bar
Here you’ll find different features for instance for placing and scaling objects. When you select Type Tool the Control Bar changes content from the place and scale features to text editing features and you can do your text editing here.
Tools
All tools in InDesign are selected here.The small triangle in the lower right corner of some tools means, the tool has subchoices. By pressing the mouse button down on the tool icon the remaining tools appears and can be chosen.If you hold your mouse still on top of a tool icon for a while (be patient) a litte box appears with the tool’s name and in the brackets the tool’s shortcut. Instead of choosing the tool with the mouse, just click the shortcut key on the keyboard.
Panels
Each panel has a specific feature - for instance color. The panels can be shown/hidden in the Window menu in Menu Bar, by pressing the panel icon in the right side of the document window or by pressing the shortcut for the panels (you can see the shortcuts in the Window menu to right of the panel’s name).By pressing the More Options arrow in the upper right corner of the panel, you can choose several actions from the appearing menu.
More Options
Luk Panel
13
InDesign CS5 interface (Mac)
Rulers and guidelines
RULERS AND GUIDELINESYou show/hide rulers in View ^ Show/Hide Rulers. The rulers are placed in the top and left side of the document window.By right clicking (Ctrl+click on Mac) the ruler you can choose which measure system to use. By clicking and dragging in the upper left corner, where the horizontal and vertical rulers meet, you can decide, where to measure from. By double clicking the spot, the measure position returns to normal - the upper left corner of the page. You can drag guidelines from the rulers with the mouse to make it easier to place objects in rela-tion to each other. If you want to hide your guidelines choose View ^ Grids & Guides ^ Hide Guides (the guidelines showing your columns, will disappear as well).
Tools Menu Bar Control BarApplication Bar Dokument Panels
Horizontal ruler
Vertical ruler
Guideline
14
Zoom Tool
DOCUMENT NAVIGATIONHand Tool and Zoom Tool make it easy to navigate in the document - zoom in and out and scroll to the area of the document you want to be working in.
Hand Tool (H)
The Hand tool lets you scoot pages around to view a diffe rent portion of your document. If you have selected another tool, simply press the Space bar to choose the Hand Tool. When you release the Space bar you automatically returns to the tool, you had before. If you use the Type
Tool, you should press the Alt key instead of the Space bar to choose the Hand Tool.
Zoom Tool (Z)
The Zoom Tool lets you increase and decrease the document view scale.To increase the view scale, click on-screen. To decrease press the Alt key while clicking. To increase the view scale of a specific area, click and drag around it.
Hand Tool TIP
Press Ctrl++ to zoome in and Ctrl+– to zoom out.
Ctrl+0 adjust document size to screen size.
15
New Document dialog box
1. MAKING A NEW DOCUMENT
IN GENERALWhen making a new document in InDesign there are several of things to consider from the very beginning: The size of the final publication, number of columns, margin sizes etc. These choices can be changed later on, but it’s a good idea to know for instance the size of your document, before you turn on the computer.
NEW DOCUMENT DIALOG BOXTo make a new document, choose File ^ New ^ Document. The New Document dialog box, shown above, appears.The number of pages is easily changed while working, so you don’t have to know the exact number at this point.Click the Facing Pages box if you want spreads.In Page Size you can choose among several predescribed formats, for instance A4, or enter the size manually i the Width and Height fields. This determines the size of one page in your document.In Columns you decide how many columns you want in the document. The columns is shown as vertical guidelines in the document and are used for placing for instance text frames. The size of the columns is determined by the Gutter (the space between the columns) and Margins (the space around the columns).The link icon between the margin fields means, that all four margins will have the same value. By clicking the icon you break the link and you can now use different margins.
Size
Spreads
Columns
Gutter
Margins
N.B.
InDesign measures per default in the typographic measure Picas. This can be changed to for
instance mm. by choosing Edit ^ Preferences ^ Units and Increments (on Mac; InDesign ^ Prefer-
ences ^ Units and Increments). Change the Horizontal and Vertical Ruler Units.
By doing this while an InDesign document is open the changes will apply to that document only.
If no documents are open the setting will be applied for all future documents.
16
ABOUT SIZE, COLUMNS AND MARGINSSize
When deciding the size, you need to consider the final output - will the document be printed in offset or on a dektop printer? If you’re using a desktop printer it’s important to know, which paper sizes the printer can handle and if it prints to the edge of the paper. Most dekstop print-ers don’t print to the edge, which means a white broder will appear arround the document if the document size and the paper size are alike (for instance A4). If there is a background color on a page or an image that goes all the way to the edge of the page, you have to make the document size smaller than the paper size and cut it after printing! Read further on page 18.If the document is to be send to an offset printer, it’s a good idea to talk with the printer, before you start. They use several standard sizes of paper, and you can save some cash by adjusting your document size to these standards.
Columns
You can say that the number of columns equals the number of text fields. However, if you look in a magazine or newspaper, you’ll notice that the number of text fields varies from page to page, and even on the same page. To meet this demand you make a column grid. This guide for instance is made with a column grid with 8 columns. The columns can be seen as the light strokes in the image on page 17. The text field in the example is 8 co lumns wide, the image frame and the info box are 6 columns wide. Newspapers typically uses more than 20 columns, which serves you a very flexible layout, easily adaptable to varying textlengths and sizes of ads and images.
Gutter
Gutter is the space between columns.
Margins
Margins are the space around your columns – for instance from a text frame to the edge of the paper. You can off course place objects outside of the margins - for instance an image that goes to the edge of the page.
DOCUMENT VIEWWhen you’ve made your settings in the New Document dialog box and pressed OK page 1 will appear in the document window. Even if you selected Facing Pages page 1 is alone. Only from page 2 and onwards pages will be placed next to each other.The actual document page is shown as a black stroke with a shadow in the right side and at the bottom. Everything placed outside of these black lines will not appear on print.The columns are shown as the purple and pink guidelines running horizontally and vertically across the page. You can show/hide these guidelines in View ̂ Grids & Guides ̂ Hide/Show Guides, which will give you a better feel of how the page will look, when it’s printed. It’s also a good idea to isolate the actual document page from the white background of the docu-
17
This documents 8 columns.
Margin
Page size
Columns
Gutter
ment window. You do this by choosing View ^
Screen Mode ^ Preview. Now it’s obvious how the page will look when printed. In order to return to normal view choose View ^ Screen
Mode ^ Normal.
TIP
Press W on the keyboard to view the document in Preview
Mode. To return to normal mode press W again.
18
CROP MARKS AND BLEEDCrop marks are thin lines appearing outside the document, when it’s printed, in order to show how to cut the paper. If the document size and the page size are the same (for instance A4) you don’t need crop marks (since the page won’t be cut).
Bleed
If for instance an image is supposed to go right to the edge of the paper it’s a good idea to add a few mm. to your document, that subsequently will be cut off. These extra mm. are called bleed and are set when the document is created in the New Document dialog box (click More Options and the Bleed and Slug Settings will be added at the bottom of the New Document dialog box) or by choosing File ^ Document Settings.The red lines outside the actual page (the black lines) show the bleed.All images etc., that goes to the edge of the page, have to be placed right to the bleed lines. In this way you secure, that there won’t be a white border at the very edge of the page, when it has been cut.Normally a bleed of 3 mm. is sufficient.
Bleed
The photos are
placed at the
bleed edge
Margin
Column guide
Page size
Page from Den Blå Port #83/84. © Forlaget Vandkunsten Ann Cotton.
19
FRAMESText, graphics, images and whatever else you want to put upon your pages will be placed in a frame.Imagine that for instance an image consists of two things: The actual image and the frame, the image is put into, ie. the image frame. An image and an image frame are two different things. They both have a Bounding Box and can be scaled and moved separately from each other. This way you can cut an image – simply by making the image frame smaller than the image.
MAKING A FRAMEYou can make frames several ways. In the following the tools Frame Tool and Pen Tool are described.
Frame Tools (F)
There are three different Frame Tools - Rectan-
gle Frame, Ellipse Frame and Polygon Frame Tool.Click and draw to make a frame. To make a square (with Rectangle Frame Tool) or a circle (with Ellipse Frame Tool) press the Shift key while dragging. To make a polygon frame, double click the Polygon Tool icon. In the appearing Polygon Settings dialog box you decide number of sides and, if you want a star, how far the distance from the star’s spikes’ outer and inner points should be.
Frame Tool
The Bounding Box of rectan gles and circles are alike.
2. OBJECTS IN INDESIGN
BOUNDING BOXAll objects in InDesign are surrounded bya frame with 8 ‘handles’, called a Bounding Box. In order to scale an object you drag one of the handles. A Bounding Box is allways rectangular, no matter the shape of the object, it surrounds.
20
Pen Tool (P)
With Pen Tool you can draw frames and strokes.Click to establish the first point, then move the mouse to another location, click again, and so on. The points are connected with a straight line. In order to make a curved line between two points, click and drag without releasing the mouse button.You ‘close’ a frame by returning to the first point.
MAKING A STROKEYou make strokes with Pen Tool. You do it as if making a frame, but instaed of closing the frame by returning to the first point, you Ctrl-click somewhere in your document or choose a different tool.Press the Shift-key, while drawing in order to make straight lines.You can move the points in a stroke and change curves with Direct Selection Tool (page 21).
Stroke Panel
In the Stroke Panel you decide the weight and the type of strokes. After you’ve chosen a weight for your stroke (0 pt. means the stroke disappears), you can color it in the Color Panel (page 34). In the Type-menu you can select different kinds of strokes, for instance dashed. These settings can be made in Control Bar as well (page 22).
Pen Tool Three stroke weights and types
Stroke Panel
Stregtykkelse
Stregtype
21
CHANGING THE SHAPE OF A FRAMEDirect Selection Tool (A)
As mentioned all frames are surrounded by a Bounding Box and by drag-ging its handles, you change the size of it. If you select a frame with Direct Selection Tool instead of Selection Tool, you won’t see the Bound-ing Box but the points the frame is made of. You can select these points individually and by moving them change the shape of the frame. When selecting a point in a frame with curved lines handles appear from the point. These han-dles determines the shape of the curve and can be dragged with the Direct Selection Tool.
An ellipse shaped frame
a) Selected with Selection Tool. You see the Bounding Box.
b) Selected with Direct Selection Tool. Instead of the Bounding Box, you see the points.
c) One point is dragged and the shape of the frame has changed.
d) The curve has been changed by dragging one of the handles.
Direct Selection Tool
a) b)
c) d)
FRAMES WITH ROUND CORNERSYou can make round corners on text and image frames in Object ^ Corner Options. Select Round
Corners in the Effect field and the size of the corners beneath.
ARRANGE OBJECTSIf you want to arrange one object on top of another, but want to keep the objects on the same layer, you can use the Arrange commandChoose one of the objects and then Object ^ Arrange ^ Bring to Front. With an object selected you can also just right click (Ctrl+click on Mac) and select the Arrange commands from the list.
22
Control bar. Notice that Control Bar changes content when using Type Tool – read more on page 30.
SCALING AND POSITIONING OBJECTSSelection Tool (V)
Selection Tool is used for scaling and placing objects and every time you need to choose an object in order to do something with it - for instance change its color. Selection Tool is your ‘main tool’. The tool you always return to, when you’ve used any of the other tools.You choose an object by clicking it and can now see, that it’s been chosing, by the appearence of its Bounding Box.By pressing the mouse button you can drag the object around and place it, where you desire.You can choose multiple objects by dragging around them or by pressing Shift while clicking them one at a time.
To scale an object you pull the handles of the Bounding Box. If you press the Shift key while drag-ging, the object scales proportionally.
Control bar
If you want to scale an object to a specific size or place it in a specific location, you should use the Control Bar instead of doing it manually with Selection Tool.To place an object in a specific location just write the coordinates in the position fields in the left side of the Control Bar. X values determines the position on the horizontal ruler, Y values on the vertical ruler. To the left of the position fields you’ll see nine refe rence points. These points refer to the eight handles of the Bounding Box + the centre of the object. By selecting a reference point you decide, from where the position of an object is measured. If you for instance choose the centre reference point, the values you write in the X and Y fields, determines the position of the object from its centre.Notice, that the measure reflects the position of the ruler (read more on page 7).
To change the size of an object you can write the values in the two fields to the right for the posi-tion fields (W = width, H = height) or you can scale in percentage in the two following fields. If the chain icon is intact, it means that the size changes proportionally in one field, when you change it in the other. You break the chain by clicking it.In the remaining fields in the Control Bar you can for instance rotate and mirror objects.
Reference points
Position coordinates
Scale Flip
Rotate Stroke colorFill color
Stroke weightStroke type
Selection Tool
23
3. IMAGES IN INDESIGN
RESOLUTIONOn a screen the size of an image is measured in pixels, while an image on print is measured in for instance cm.To know the size of a digital image when printed, we have to convert the digital measure (pixels) to the physical measure (cm.). You do this by determining the image’s resolution.Image resolution is measured in ppi - pixels per inch (one inch equals about 2,5 cm.). The ppi tells us how many pixels covers one inch, thus the physical size of each pixel.If you know the digital size and the resolution (pixels per inch), it’s easy to work out, the size of the image on print.
Example:
An image with the digital size 1000x1000 pixels in a resolution of 100 ppi is 10x10 inches (1000/100=10) or approximately 25x25 cm on print. The same image in a resolution of 200 ppi is only 5x5 inches (1000/200=5) or approximately 12,5x12,5 cm on print.
Resolution also refers to quality. A low resolution means few pixels per inch, ie. big pixels, which means poor quality of the image. A high resolution means many pixels per inch, ie. small pixels, which means a good quality image.
The required resolution of an image depends entirely on what the image is used for.Offset print can easily print in 300 ppi, which gives you images in very good quality. In this resolution you can’t see pixels in the image.Desktop printers vary in quality, but usually can’t print images in more than 150 ppi.
You change resolution in an image editing program such as Photo-shop.
Notice that the resolution changes, when you scale an image. An image in 300 ppi scaled 200% will print in a resolution of 150 ppi.You can see the resolution of a selected image in Info Panel (Window
^ Info) (read more on page 26).
300 ppi
150 ppi
72 ppi
30 ppi
5 ppi
1x1 inch
1x1 inch
1x1 inch
1x1 inch
1x1 inch
24
Image in frame Above: The image uncut. Below: The image placed in frame make eith Ellipse Frame Tool (left) and Pen Tool (right).
INSERT IMAGE IN FRAMETo insert graphic/image into a frame, you need to choose the frame first with Selection Tool and then use the Place command, File ^ Place (or press Ctrl+D).The size of the image reflects its physical size (page 23) and does not neccesarily fit the image frame, but needs to be scaled up or down (read more on page 25).You don’t have to make a frame in order to place images in your document. By using the Place command without first selecting a frame, InDesign will automatically make a frame with the size of the image, you are placing, when you click somewhere in your document. If you click inside a frame, the image will be placed in that frame, even if it’s a text frame. So make sure to click on an ‘empty’ spot in the document.
Place If you have’nt selected a frame In-Design will show a thumbnail of the image when placing.
25
SCALING AND CUTTING IMAGESDirect Selection Tool (A)
As mentioned earlier an image consists of two things: The image itself and the image frame. When you select an image with Selection Tool, it is the image frame, you select. When you move it, the image moves as well, but when you scale it by dragging the handles of the Bounding Box, only the image frame is scaled. The actual image will not change size.If you want to scale the image itself, and keep the size of the image frame, you use the Direct Selec-
tion Tool. When selecting an image with Direct Selection Tool, the Bounding Box of the image appears (notice the difference in color) and you can drag the handles and change the size of the image without changing the size of the image frame. By pressing the Shift key while dragging the image scales proportionally. Direct Selection Tool is also used to move an image inside an image frame. This way you can cut your images (as shown below).In Object ^ Fitting you’ll find the commands Fit Frame to Content and Fit Content to Frame. The first scales the frame to fit the size of its content (for instance an image), the latter scales the image to fit the frame. Notice that the proportions can change when using Fit Content to Frame. In this case use the %-fields in Control Bar to make sure the width and height are scaled equally. Both commands are found in Control Bar as well.
Direct Selection Tool
TIP
If you want to change the size of the image and the frame at
the same time, use the Selection Tool and press Ctrl (⌘ on Mac)
while dragging the handles of the image frame’s Bounding
Box. Press Shift as well to keep proportions.
Fit-icons in Control Bar
Fit Content to Frame
Fit Frame to Content
At the left you see the Bounding Box of the frame. On the right you see the Bounding Box of the image (no-tice the color difference). The image has been dragged out of its frame and is cut – only part of the image inside the frame is visible. Notice the two circles in the middle of the left image. By pressing and dragging inside this area with Selec-tion Tool you can move the image inside the frame.
26
Links Panel
LINKED FILESA link is a path from the InDesign document to the location of an image on the computer. In other words a plced image is not included in the InDesign Document. When you reopen a doc-ument the link leads to the image’s location. If the original image has been moved since it was placed in the document, InDesign can’t find it. Thus it’s important to keep your files in order – for instance by making a folder for all images etc. used in a document.In Links Panel (Window ^ Links) you can keep an eye on all the linked files in the document. By selecting a file name you can view a range of informations about the file – among others the path to and the resolution of the image.
COLORSWhen an offset printer prints a document they split it into four different plates. One plate for each color: Cyan (blue), Magenta (red), Yellow and Key color (black). The colors are printed onto each other, which results in a 4-color print. These four print colors are called CMYK.When handing over a document to an offset printer, it is impor-tant that all images are converted to CMYK.You convert an image’s color space in image editing programs such as Photoshop.
File changed
Relink file
Update file
File missing
Actual ppiPresent ppi
Image location
Color Space
27
Frame Tool Type Tool
4. TEXT IN INDESIGN
MAKING A TEXT FRAMEIn order to write in InDesign you first need to make a text frame. Basically a text frame is an area, in which the text flows. You usually make text frames with Type Tool or Frame Tool.
Type Tool (T)
Type Tool is used for all text work. To make a text frame with Type Tool simply click and drag.When you click in a text frame, you can start writing.
Frame Tools (F)
Click and drag to make a frame. By clicking in a frame with Type Tool, the frame turns into a text-frame, and you can begin typing.Read more about frames on page 19.
Frame
A regular frame is not text frame until you click
inside it with Type Tool.
Text frame
Notice the two squares in the upper left and lower
right corner of the Bounding Box. They are used to
link text frames.
28
PLACE TEXTIf you wrote your text beforehand (for instance in Word) and want to insert it in a textframe in an InDesign document, you use the same command as when inserting images. First you need to select the text frame (with Selection Tool) and then choose File ^ Place and locate the text document.If you have’nt selected a text frame when placing, the text will be placed in the first frame you click in, or, if you click outside of any frames, in a new text frame InDesign makes for the occasion.
Linked text frames
In order to make the text flow from one text frame to the other (from column to column) you need to link the frames. This is done by clicking the little square in the lower right corner of the first text frame with Selection Tool and then click inside the text frame, you want to link to. Repeat this until all text frames are linked together, from column to column, from page to page.If there is too much text to fit the frame, some text will be missing, and the little square in the lower right corner changes color to red and you’ll see a plus sign in its center.You will be warned about this, when printing:
Text frames not linked
When there is too much text in a text frame a red
square with a plus sign in it will show in the lower
right corner of the frame.
Warning
On the mentioned pages all text will not show on print.
Linked text frames
By clicking the square using Selection Tool and
afterwards clicking inside an empty text frame,
the two frames will be linked. Now the text flows
from one frame to the other.
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WRITING ON STROKEWith Type On Path Tool you can write on a line instead of in a frame. When you’ve drawed the line with Pen Tool (page 20) and wrote your text on it, you can hide the line by giving the stroke a thickness of 0 pt or by removing its color (page 25). This way the text will be free floating.
Type on Path Tool
COLORED TEXT FRAMESTo emphasize that a text frame contains a different kind of information than the body text, you can give it a color. This is used for for instance info boxes. In order to avoid that the text flows to the edges of the colored frame (which makes it difficult and annoying to read), you can make an inset spacing in the Text Frame Options dialog box. Select the text frame and then Object ^ Text Frame Options.This frame has an inset spacing of 3 mm.
Cursor icons when placing text
Manual text flow
Autoflow text
Autoflow text
If you place a long text, it is annoying to make new pages and text frame manually. If you press the Shift key when you click in order to place the text, InDesign will automatically make text frames and pages, until the entire text is placed. The new text frames will adjust to your columns – if you have two columns on a page, there will be two text frame per page as well.
b) c)
d) e)
a1) a2)
Type on path
a. The cursor when using Type on Path Tool. When you hit a stroke a ‘+’ will show in the upper right corner.
b. The line made using Pen Tool.
c. Click the line using Type on Path Tool and start writing.
d. Drag the handles with Dirrect Selection Tool to change where to start and end typing.
e. By dragging the stroke towards the centre with Direct Selection Tool, you type on the inside of the line.
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Control bar in Character Mode
Control bar in Paragraph Mode
EDITING TEXTYou choose font, size, leading etc. in the Character Panel, while adjustment of the text are to be done in the Paragraph Panel. The two panels are found in Window ^ Type & Tables ^ Character/Paragraph or Type ^ Character/
Paragraph. When you select Type Tool the Control Bar changes content from the place and scale features to text editing features and you can do your text editing here as well.
Control Bar in Character Mode
Font size and leading are measured in points (pt), which is about 0,35 mm.By clicking and dragging with Type Tool you can select specific parts of the text or you can select all text in a text frame (including all text in linked text frames) by choosing Edit ̂ Select All. Change text as desired by writing in the fields in the panel or by using the arrows next to every field.
Control Bar in Paragraph Mode
To make the adjustment of the text use the ivcons in top of the Paragraph Panel. The seven icons means as follows: left, centred and right adjustment + left, centred and right justified adjustment + full justified.If you click in a single paragraph with Type Tool and select one of the icons, only that particular paragraph will be changed. To change the adjustment of all paragrahps select all text by the Select
All command (Edit ^ Select All or Ctrl+A).
Drop Caps
Drop Caps are large letters in the beginning of a paragraph. They are used as eye catchers, in order to lead eye of the reader to the beginning of a text.By filling in the lower two fields of the Control Bar you make a Drop Cap.
The first field defines the size of the Drop Cap. The second field decides the number of characters.
Character Mode
Font type
Adjustment icons
Weight
Paragraph Mode
Leading
Drop Cap, number of characters
Drop Cap, number of lines
Size
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Text Wrap Panel Text Frame Options
TEXT WRAPText Wrap determines how a selected object (for instance an image)
affects surrounding text. This text, for instance, floats around the image on the left. You assign a text wrap for your objects in the Text Wrap Panel
(Window ^ Text Wrap).First you select the object and then you click on one of the icons in
the top of the panel.
The icons are as follows: No text wrap: The text will run on top of (or under) the object.Wrap around Bounding Box: The text ends at the object’s Bounding Box and continues around it.Wrap around object shape: The text floats around the shape of the object. This is used for ellipse shaped image frames and for cut out images, in which case you need to select Alpha Channel in the Type field in order to make InDesign read the invisibility.Jump object: The text continues beneath the object.Jump to next column: The text jumps to next column.In the offset fields you decide the distance between text and object.
Ignore Text Wrap
By checking the Ignore Text Wrap box in the Text Frame Options dialog box (Object ^ Text Frame
Options) you can select text frames that will not be affected by text wrap.
Text wrapicons
Offset fields
Type field
“Text frames with extracts or quotes from the article can be placed on top of the body text by using text wrap.
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Pages Panel
Delete page
Master Page icon
Page icon
New page
5. PAGES
PAGES PANELIn Pages Panel (Window ^ Pages) you’ll have an overview of all the pages in your document, shown as icons in the middle of the panel. By double clicking a page icon, that page will appear in the document window. This means that you don’t have to scroll from page to page. In the panel you can delete, insert or arrange the pages of your document. You move your pages around by pressing and dragging the icons to new positions. To delete a page, select it and click the Delete
Page icon. To insert a new page, click the New Page icon.
Master Pages
A Master Page is a ‘template’ page. All objects (text, graphic etc.) placed on a Master Page, will automatically appear on all pages, based on the Master Page in question. This way you only need to layout the fundamental design elements (like page number) ones.To design a Master Page double click the Master Page icon, and it will appear in the document window. When you double click one of the ordinary page icons, you will return to that page. You can create several Master Pages – one for the content page, one for articles, one for mail box etc. By clicking and dragging a Master Page icon to a page icon, this page will automatically be based on the Master Page in question.
Page numbers
To make page numbers on your pages you need to make a text frame on the Master Page. With the text frame selected choose Type ^ Insert Special Character ^ Markers ^ Current Page Number. Notice the ‘A’ (if the prefix to the Master Page is ‘A’) in the text frame. Remember to create page numbers on both the left and the right page, if your working with spreads.
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6. LAYERS
LAYERS PANELIf you have a lot of objects on top of each other, it will be a big help to work with layers. The prin-ciple behind layers is very simple: By putting specific objects on different layers you can lock them, which prevents you from moving them by mistake. Or you can hide them, in which case only the objects, you’re concerned about at the moment is visible on your pages.The panel is found in Window ^ Layers or in the right side of the document window, where you’ll find the standard panels.You create and delete layers by clicking one of the two icons in the bottom of the panel.Notice, that the color of the layer (the square to the left of the layer name) is the same as the color of the Bounding Box of all objects, placed on that layer.By double clicking a layer in the panel the Layers Options dialog box will appear. In here you give your layers names and change their color.
Hidden and locked layers
By clicking the eye icon to the left of every layer you hide that layer. Hidden layers will not show on print.By clicking the box to the right of the eye icon you lock the layer. Objects on locked layers can not be moved or edited. You unlock the layer by clicking the lock icon.
Layer order
The order of the layers in the Layers Panel reflects the order of the objects on the page. This means, that the objects on the top layer in the panel is on top of all other objects in your document. You can change the layer order by clicking and dragging the layers up or down in the Layers Panel.
Moving an object from one layer to another
Whenone or several object is selected, you can see a little square in the right side of the layer, on which the object is placed. By dragging this square to any other layer in the panel, you move objects from layer to layer.
Layers Panel
Hidden layer
New layer
Locked layer
Selected objects
Delete layer
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Tre frames En med kun streg, en kun med fyld, og en med både streg og fyld.
Color Panel
7. COLORS
IN GENERALThere are two main color systems in InDesign: CMYK and RGB. CMYK is short for Cyan (blue), Magenta (red), Yellow and Key (black). These are the three pri-mary colors + black.CMYK is used for offset printing.RGB are screen colors and is short for Red, Green and Blue. RGB is used for document intended for screen usage, for instance for the internet.
COLOR PANELThe panel is found in Window ^ Color.Colors can be applied to text, strokes or fill (the inside of a frame). You choose color system by clicking the More Options arrow in the upper right corner of the panel.The colors are mixed by dragging the handle for each color or by clicking in the raiN.B.ow at the bottom of the panel. To the right for the color stribes you can see the code for the color, you’ve chosen. RGB colors range from 0-255. CMYK from 0-100. The diagonal, red line on a white background means ’no color’.By clicking the two icons in the upper left corner you decide, whether you assign color to fill or stroke. Beneath you decide, whether it is an object or text, the color will be applied to.
Fyld farve
More Oprions
Ingen farve
Streg farve
Objekt eller tekst knapper
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Gradient Panel
TRANSPARENCY AND EFFECTSYou can change an objects transparency in the Effects Panel (Window ^ Effects). Opacity = 100% means that there is no transparency, 0% means the object disappearsYou can change the transparency for the entire object or only for stroke, fill or text.In the Effects Panel you can apply different effects to your objects. If you want drop shadow on a text frame, remember to give the text frame a color (white or your background color) – if the frame does’nt have a color fill, only the text will get the drop shadow.
COLOR BLENDSIn the Gradient Panel (Window ^ Gradient) you can make color blends. You do this by selecting an object and clicking the Gradient icon in the panel. Then you decide whether the gradient is linear (goes from side to side) or radial (goes from a centre and out). You change the colors in the gradient by clicking one of the squares beneath the color stribe and then mix a color for that square in the Color Panel.If you want a gradient between several colors, just click beneath the color stribe and a new square appears.
Gradient ikon
Vælg farve
Forløbets retning
Lineært farveforløb
Radialt farveforløb
Effects Panel
Gennemsigtighed
Hele objektet
Streg
Fyld
Tekst
Effekt
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By dragging the square beneath the color stribe you alter the blend between the colors – the closer the squares are to each other the faster the colors will blend.By clicking and dragging inside a selected object with Gradient Tool, you can decide the direction and the transition of the gradient. A long drag
results in a long, gradual color blend. A short drag results in a more sudden blend.
BACKGROUND COLORA background color is basically just one very big colored frame, that covers the entire page (or spread). It’s a good idea to put this frame on a layer by itself, and place it at the bottom of the Layers Palette. The layer can be locked to make sure, that the background color frame is not moved by accident (read more about layers on page 33). If you want a background color on all pages in your docu-ment, you can save some time by making the frame on a Master Page (read more about Master Pages on page 23).
Gradient Tool
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Package
Here is trouble: 52 images are in RGB color space.
8. SAVING A DOCUMENT
PACKAGEThe general Save command (File ^ Save) saves the actual InDesign document, which is what you’re going for most of the times. However, as mentioned on page 26, images are not a part of the InDesign document, which means that if you are to work further with your document on another computer you need to bring all images with you. This also applies for fonts, since you can’t be certain that the fonts installed on one computer is installed on the other as well.For this reason it’s a good idea to save your document as a Package.A Package is a folder eith the InDesign document + a folder sith all fonts used in the document (Fonts) + a folder with all images etc (Links) + a text file with any directions about the handling of the document.This way InDesign collects all used fonts, images etc. in one folder. You make a Package by selecting File ^ Package.When saving as Package you’ll be warned if there’s anything wrong with the document. This could be, that some images are in RGB color space, or that InDesign can’t find them.
N.B.
Remember that the document currently open in the document window is not
the same, as the one saved in the Package. All changes you make in the docu-
ment from this point will not apply in the version of the document in the Package
folder. If you are to work in a document after saving a Package, close the original
document and open the Package version instead.
General
Marks and Bleeds
EXPORTIn InDesign you can export your document – ie. save it in another file format than InDesign’s own (.indd). The most used format is PDF.
InDesign Interchange
If you need to open an InDesign document in an older version of InDesign than the version you’re using, you have to export to the Interchange format.
If you export a document in PDF, you’ll end up with a ‘flat’ version of your document. This means that all images, fonts etc are locked in the document. This file format is very useful, when you’ve finished working with the document and want to mail it to for instance an offset printer. Beneath you can see the dialog boks, when exporting to PDF. It is divided in 7 menus in the left hand side of the dialog box. Here follows a short explanation for the two most important:
Choose between different Presets. Use Press Quality or
High Quality Print for printed matter.
Choose which pages to export.
Click to apply crop marks.
Click this in order to export in spreads.
Select ‘Use Document Bleed Settings’, if there is bleed in the document.
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9. PRINTING A DOCUMENT
To print select Window ^ Print after which the Print dialog box appears. To the left you can choose from the dialog box’s menus. Pay attention to the following:
General
In General you choose number of copies, which pages to print (All or Range – for instance pages 2-7, 9-11) and if you want to print in spreads (two pages on the same piece of paper).
Setup
In Set Up you choose paper size and orientation (horizontal or vertical).In the lower left corner you can check whether the document fits the paper size and orientation or not. The blue rectangle with a P in it reflects the size of your document. The white rectangle reflects the size of the paper, you’ve chosen for the print.
Marks and Bleeds
In Marks and Bleeds you can choose to print the document with crop marks. If you check the Use
Document Bleed Settings box, the crop marks will reflect the bleed, you made in Document Setup (File ^ Document Setup). Read more about bleed on page 18.
On the next page you’ll see the three menus from the Print dialog box.
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Marks and Bleed
Select Crop Marks.
Click to print the document bleed.
Setup
Select orientation.
Here you can scale your document.
Select the position of the print on the paper. Normally you’ll select ‘Centered’.
Select page size
General
Select which pages to print.
Select printer.
Click here to print in spreads.
Check if the document size fits the page of your print.