InDesign® CS4
FOR
DUMmIES‰
by Galen Gruman
InDesign® CS4
FOR
DUMmIES‰
by Galen Gruman
InDesign® CS4 For Dummies®
Published by
Wiley Publishing, Inc.
111 River Street
Hoboken, NJ 07030-5774
www.wiley.com
Copyright © 2009 by Wiley Publishing, Inc., Indianapolis, Indiana Published by Wiley Publishing, Inc., Indianapolis, Indiana
Published simultaneously in Canada
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Library of Congress Control Number: 2008936634
ISBN: 978-0-470-38848-8
Manufactured in the United States of America
10 9 8 7 6 5 4 3 2 1
About the Author
Galen Gruman is the principal at The Zango Group, an editorial and book production fi rm. As such, he has produced several books for Wiley Publishing and is a regular contributor to Macworld and CIO. He is author or coauthor of 22 other books on desktop publishing.
Gruman led one of the fi rst successful conversions of a national magazine to desktop publishing in 1986 and has covered publishing technology since then for several publications, including the trade weekly InfoWorld, for which he began writing in 1986 and of which he is now executive editor; Macworld, whose staff he was a member of from 1991 to 1998; and, most recently, Layers Magazine.
Dedication
To the talented designers I’ve had the pleasure of working with over the years, who have shown me what real artists can do to engage readers effectively and creatively: Kevin Reagan, Dennis McLeod, Sylvia Chevrier, Tim Johnson, Arne Hurty, Richard Merchán, Peter Tucker, and John Anane-Sefah. Author’s Acknowledgments
Thanks are due to several people for making this book the best guide possible for InDesign beginners and those wanting a quick tour of the program: Barbara Assadi was co-author of several previous versions of this book, and some of her valuable contributions remain in this edition. Similarly, Jonathan Woolson was tech reviewer on previous versions of this book, and several how-to suggestions based on his production savvy also remain for your benefi t. Thanks are also due to the current edition’s editor, Kelly Ewing, for making the book as clear and direct as possible. Most of the photographs you see in this book’s example layouts were taken by Ingall W. Bull III (and used with permission). Last, thanks are due to the many talented people at Adobe who continue to refi ne InDesign to the advantage of us all.
Publisher’s Acknowledgments
We’re proud of this book; please send us your comments through our online registration form located at www.dummies.com/register/.
Some of the people who helped bring this book to market include the following:
Acquisitions, Editorial, and
Composition Services
Media Development
Project Coordinator: Katherine Key
Project Editor: Kelly Ewing
Layout and Graphics: Stacie Brooks,
(Previous Edition: Linda Morris)
Reuben W. Davis, Christin Swinford
Acquisitions Editor: Bob Woerner
Proofreaders: Context Editorial Services,
Amanda Steiner
Technical Editor: Dan Ogle
Indexer: Ty Koontz
Editorial Manager: Jodi Jensen
Editorial Assistant: Amanda Foxworth
Sr. Editorial Assistant: Cherie Case
Cartoons: Rich Tennant
(www.the5thwave.com)
Publishing and Editorial for Technology Dummies
Richard Swadley, Vice President and Executive Group Publisher Andy Cummings, Vice President and Publisher
Mary Bednarek, Executive Acquisitions Director
Mary C. Corder, Editorial Director
Publishing for Consumer Dummies
Diane Graves Steele, Vice President and Publisher
Composition Services
Gerry Fahey, Vice President of Production Services
Debbie Stailey, Director of Composition Services
Contents at a Glance
Introduction ................................................................ 1
Part I: Before You Begin .............................................. 7
Chapter 1: Understanding InDesign Ingredients ............................................................ 9
Chapter 2: Making InDesign Work Your Way ............................................................... 33
Part II: Document Essentials ....................................... 49
Chapter 3: Opening and Saving Your Work .................................................................. 51
Chapter 4: Discovering How Pages and Layers Work ................................................. 61
Chapter 5: The Joys of Reuse ......................................................................................... 85
Chapter 6: Working with Color....................................................................................... 99
Part III: Object Essentials ........................................ 117
Chapter 7: Adding Essential Elements ........................................................................ 119
Chapter 8: Manipulating Objects ................................................................................. 135
Chapter 9: Organizing Objects ..................................................................................... 155
Chapter 10: Aligning and Arranging Objects .............................................................. 167
Part IV: Text Essentials ............................................ 189
Chapter 11: Putting Words on the Page ...................................................................... 191
Chapter 12: The Ins and Outs of Text Editing ............................................................ 213
Chapter 13: The Styles of Text ..................................................................................... 227
Chapter 14: Fine-Tuning Paragraph Details ................................................................ 237
Chapter 15: Finessing Character Details ..................................................................... 251
Chapter 16: Tricks with Text ........................................................................................ 265
Part V: Graphics Essentials ....................................... 279
Chapter 17: Importing Graphics................................................................................... 281
Chapter 18: Fitting Graphics and Setting Paths ......................................................... 293
Part VI: Getting Down to Business ............................ 303
Chapter 19: Working with Tabs and Tables ............................................................... 305
Chapter 20: Working with Footnotes, Indexes, and TOCs ........................................ 317
Chapter 21: Working with Automatic Text ................................................................. 329
Chapter 22: Publishing Books ...................................................................................... 337
Part VII: Printing and Multimedia Essentials ............. 345
Chapter 23: Printing Your Work ................................................................................... 347
Chapter 24: Multimedia Project Basics ....................................................................... 365
Part VIII: The Part of Tens ........................................ 385
Chapter 25: Top Ten New Features in InDesign CS4 ................................................. 387
Chapter 26: Top Ten Resources for InDesign Users .................................................. 391
Index ...................................................................... 395
Table of Contents
Introduction ................................................................. 1
About This Book .............................................................................................. 1
Conventions Used in This Book ..................................................................... 2
What You’re Not to Read ................................................................................ 3
Foolish Assumptions ....................................................................................... 3
How This Book Is Organized .......................................................................... 4
Part I: Before You Begin ........................................................................ 4
Part II: Document Essentials ................................................................. 4
Part III: Object Essentials ...................................................................... 4
Part IV: Text Essentials ......................................................................... 4
Part V: Graphics Essentials................................................................... 5
Part VI: Getting Down to Business ....................................................... 5
Part VII: Printing and Multimedia Essentials ...................................... 5
Part VIII: The Part of Tens ..................................................................... 5
Icons Used in This Book ................................................................................. 5
Where to Go from Here ................................................................................... 6
Part I: Before You Begin ............................................... 7
Chapter 1: Understanding InDesign Ingredients . . . . . . . . . . . . . . . . . . .9
Understanding Global and Local Control ................................................... 10
Choosing the right tools for the job .................................................. 11
Specifying measurement values ......................................................... 12
Mastering Basic InDesign Vocabulary ........................................................ 13
Discovering the Document Window ............................................................ 14
Rulers .................................................................................................... 15
Zero point ............................................................................................. 15
Pasteboard ............................................................................................ 16
Application frame and bar .................................................................. 16
Pages and guides.................................................................................. 18
Page controls ........................................................................................ 18
Opening Multiple Document Windows ....................................................... 19
Tooling around the Tools Panel .................................................................. 20
Using the Selection tools .................................................................... 22
Using the Type tool ............................................................................. 23
Using the object-creation tools .......................................................... 24
Using the navigation tools .................................................................. 24
InDesign CS4 For Dummies
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Working with Panels, Docks, and Workspaces .......................................... 26
Working with panels ............................................................................ 26
Working with docks ............................................................................. 28
Working with workspaces................................................................... 29
Surveying the Menus ..................................................................................... 30
Chapter 2: Making InDesign Work Your Way . . . . . . . . . . . . . . . . . . . . .33
Setting Document Preferences ..................................................................... 34
Type preferences ................................................................................. 35
Composition preferences.................................................................... 37
Measurement preferences .................................................................. 39
Document defaults ............................................................................... 42
Modifying Defaults for Text and Objects .................................................... 43
Text defaults ......................................................................................... 44
Object defaults ..................................................................................... 44
Modifying Defaults for Views ....................................................................... 45
Adding Default Colors and Styles ................................................................ 47
Part II: Document Essentials ....................................... 49
Chapter 3: Opening and Saving Your Work . . . . . . . . . . . . . . . . . . . . . . .51
Setting Up a New Publication ....................................................................... 51
Opening documents ............................................................................ 54
Saving documents ................................................................................ 57
Exporting document content ............................................................. 58
Recovering from Disaster ............................................................................. 60
Chapter 4: Discovering How Pages and Layers Work. . . . . . . . . . . . . .61
Understanding the Pages Panel ................................................................... 61
Adding pages ........................................................................................ 63
Selecting pages ..................................................................................... 64
Copying pages ...................................................................................... 65
Deleting pages ...................................................................................... 65
Moving pages within documents ....................................................... 65
Moving pages among documents ...................................................... 66
Starting documents on a left page ..................................................... 67
Working with Page Numbers ........................................................................ 68
Dividing a document into sections .................................................... 69
Removing a section start .................................................................... 70
Navigating Documents and Pages ............................................................... 71
Navigating with the Pages panel ........................................................ 71
Navigating with the menus and shortcuts ........................................ 72
Adjusting Page Layouts and Objects .......................................................... 74
Using Layers ................................................................................................... 76
Layer basics .......................................................................................... 77
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xi
Working with layers ............................................................................. 78
Customizing layers .............................................................................. 79
Working with objects on layers ......................................................... 81
Manipulating entire layers .................................................................. 82
Chapter 5: The Joys of Reuse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85
Building and Using Templates ..................................................................... 85
Creating templates ............................................................................... 86
Modifying templates ............................................................................ 86
Creating documents from templates ................................................. 87
Building and Using Master Pages ................................................................ 87
Creating a new master page ............................................................... 88
Importing a master page ..................................................................... 91
Deleting a master page ........................................................................ 91
Applying a master page to document pages .................................... 92
Changing master items on document pages .................................... 93
Building and Using Libraries ........................................................................ 94
Creating a library ................................................................................. 94
Putting items into a library ................................................................. 96
Copying library items onto document pages ................................... 98
Managing library panels ...................................................................... 98
Chapter 6: Working with Color . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .99
Working with Colors ...................................................................................... 99
Creating color swatches ..................................................................... 99
Using Kuler colors ............................................................................. 104
Creating mixed colors ....................................................................... 105
Defi ning Tints ............................................................................................... 106
Working with Gradients .............................................................................. 107
Creating gradient swatches .............................................................. 107
Understanding the Gradient panel .................................................. 109
Managing Swatches ..................................................................................... 111
Editing swatches ................................................................................ 111
Copying swatches .............................................................................. 111
Deleting swatches .............................................................................. 112
Importing swatches ........................................................................... 112
Exporting swatches ........................................................................... 114
Applying Swatches ...................................................................................... 115
Part III: Object Essentials ......................................... 117
Chapter 7: Adding Essential Elements . . . . . . . . . . . . . . . . . . . . . . . . . .119
Working with Frames and Shapes ............................................................. 119
Creating frames and shapes ............................................................. 119
InDesign CS4 For Dummies
xii
Reshaping frames and shapes .......................................................... 122
Creating Lines and Paths ............................................................................ 122
Drawing a straight line ...................................................................... 123
Understanding paths ......................................................................... 124
Drawing your own paths ................................................................... 126
Applying Strokes .......................................................................................... 130
Setting stroke appearance ................................................................ 130
Creating stroke styles ........................................................................ 132
Chapter 8: Manipulating Objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .135
Selecting Objects ......................................................................................... 135
Resizing and Scaling Objects ..................................................................... 139
Resizing objects ................................................................................. 139
Scaling objects ................................................................................... 140
Moving Objects ............................................................................................ 140
Deleting Objects ........................................................................................... 141
Preventing Objects from Printing .............................................................. 141
Transforming Objects ................................................................................. 142
Rotating objects ................................................................................. 142
Shearing objects ................................................................................. 145
Flipping objects .................................................................................. 145
Repeating transformations ............................................................... 146
Replacing Object Attributes ....................................................................... 146
Making Fancy Corners ................................................................................ 148
Using Transparency and Lighting Effects ................................................. 149
Basic transparency ............................................................................ 150
Drop shadows and inner shadows .................................................. 151
Feathering and other lighting effects .............................................. 153
Chapter 9: Organizing Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .155
Combining Objects into a Group ............................................................... 155
Locking Objects ........................................................................................... 157
Working with Object Styles ........................................................................ 157
Creating object styles ........................................................................ 157
Managing object styles ...................................................................... 161
Applying object styles ....................................................................... 162
Managing object styles ...................................................................... 163
Managing Links ............................................................................................ 163
Chapter 10: Aligning and Arranging Objects. . . . . . . . . . . . . . . . . . . . .167
Positioning Precisely with Coordinates .................................................... 167
Lining Up Objects with Guidelines and Grids .......................................... 168
Using ruler guides .............................................................................. 169
Working with column guides ............................................................ 172
Working with smart guides ............................................................... 173
Using document grids ....................................................................... 174
Using baseline grids........................................................................... 176
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xiii
Aligning Objects to Each Other ................................................................. 177
Stacking Objects .......................................................................................... 178
Creating Inline and Anchored Frames ...................................................... 179
Working with inline frames ............................................................... 181
Working with anchored frames ........................................................ 183
Part IV: Text Essentials ............................................. 189
Chapter 11: Putting Words on the Page . . . . . . . . . . . . . . . . . . . . . . . . .191
Working with Text Frames ......................................................................... 191
Creating master text frames ............................................................. 192
Creating individual text frames ........................................................ 193
Setting up automatic page creation ................................................. 194
Making changes to text frames ........................................................ 195
Importing Text ............................................................................................. 196
Import options for Microsoft Word and RTF fi les ......................... 198
Import options for Microsoft Excel fi les ......................................... 201
Pasting text into an InDesign document ......................................... 203
Dragging and dropping text .............................................................. 203
Threading Text Frames ............................................................................... 204
Breaking and rerouting threads ....................................................... 206
Working with Columns ................................................................................ 206
Specifying columns in master frames ............................................. 207
Changing columns in text frames .................................................... 207
Wrapping Text around Objects ................................................................. 208
The Text Wrap panel ......................................................................... 209
Setting text-wrap preferences .......................................................... 211
Chapter 12: The Ins and Outs of Text Editing. . . . . . . . . . . . . . . . . . . . .213
Editing Text .................................................................................................. 213
Controlling text view ......................................................................... 214
Navigating through text .................................................................... 214
Highlighting text ................................................................................. 214
Undoing text edits .............................................................................. 215
Using the Story Editor ....................................................................... 215
Searching and Replacing Text .................................................................... 216
Replacing text ..................................................................................... 217
Replacing formatting ......................................................................... 218
Changing special characters ............................................................ 219
Working with saved queries ............................................................. 220
Checking Spelling ......................................................................................... 220
Checking spelling as you type .......................................................... 221
Correcting mistakes on the fl y ......................................................... 221
Using the Check Spelling dialog box ............................................... 222
Changing the spelling and hyphenation dictionaries.................... 224
InDesign CS4 For Dummies
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Chapter 13: The Styles of Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .227
Creating Styles ............................................................................................. 227
Getting Fancy with Nested Styles .............................................................. 230
Managing Styles ........................................................................................... 232
Updating styles................................................................................... 232
Sharing styles with others ................................................................ 233
Using style groups ............................................................................. 233
Other management options .............................................................. 234
Applying Styles to Text ............................................................................... 234
Paragraph particulars ....................................................................... 235
Character characteristics ................................................................. 235
Chapter 14: Fine-Tuning Paragraph Details . . . . . . . . . . . . . . . . . . . . .237
Applying Paragraph Formats ..................................................................... 237
Specifying Alignment and Indents ............................................................. 239
Adjusting indent controls ................................................................. 240
Inserting space between paragraphs .............................................. 241
Controlling space between lines ...................................................... 241
Controlling where paragraphs break .............................................. 242
Adding Drop Caps ........................................................................................ 243
Controlling Hyphenation and Justifi cation .............................................. 244
Manual hyphenation .......................................................................... 244
Automatic hyphenation .................................................................... 245
Controlling justifi cation .................................................................... 247
Composing text .................................................................................. 248
Ruling Your Paragraphs .............................................................................. 249
Chapter 15: Finessing Character Details . . . . . . . . . . . . . . . . . . . . . . . .251
Specifying Character Formats .................................................................... 251
Modifying Font, Type Style, and Size ........................................................ 253
Changing font family and font style ................................................. 253
Changing type size ............................................................................. 254
Using Other Character Formats ................................................................. 255
Horizontal Scale and Vertical Scale options ................................... 256
Baseline shift ...................................................................................... 257
Skew (false italic) ............................................................................... 257
Capitalization options ....................................................................... 258
Superscript and Subscript ................................................................ 259
Underline and Strikethrough ............................................................ 259
Ligatures ............................................................................................. 260
Turning off hyphenation and other breaks .................................... 261
Controlling Space between Characters and Lines ................................... 261
Kerning ................................................................................................ 262
Tracking .............................................................................................. 262
Leading ................................................................................................ 263
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Chapter 16: Tricks with Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .265
Using Bulleted and Numbered Lists .......................................................... 265
Labeling Paragraphs .................................................................................... 268
Adding Special Type Treatments .............................................................. 269
Reversing type out of its background ............................................. 270
Creating sidebars and pull-quotes ................................................... 271
Formatting fractions .......................................................................... 271
Optical margin alignment ................................................................. 273
Custom underline and strikethrough options ................................ 274
Adjusting character strokes ............................................................. 276
Converting Text into Shapes ...................................................................... 276
Making Text Follow a Path ......................................................................... 278
Part V: Graphics Essentials ....................................... 279
Chapter 17: Importing Graphics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .281
Preparing Graphics Files ............................................................................ 281
Importing and Placing Graphics ................................................................ 283
Specifying Import Options .......................................................................... 286
Import options for bitmap graphics ................................................ 287
Import options for vector fi le formats ............................................ 289
Import options for placed InDesign fi les ......................................... 291
Working with Image Layers ........................................................................ 291
Working with layers during import ................................................. 291
Working with layers after import ..................................................... 292
Using Other Ways to Import Graphics ...................................................... 292
Chapter 18: Fitting Graphics and Setting Paths . . . . . . . . . . . . . . . . . .293
Cropping Graphics ...................................................................................... 293
Figuring out the Fitting Commands ........................................................... 294
Working with Graphics in Irregular Shapes ............................................. 296
Using a graphic’s own clipping path ............................................... 297
Creating a clipping path in InDesign ............................................... 298
Part VI: Getting Down to Business ............................. 303
Chapter 19: Working with Tabs and Tables . . . . . . . . . . . . . . . . . . . . .305
Setting Tabs .................................................................................................. 305
Setting Up Tables ......................................................................................... 307
Adjusting tables ................................................................................. 310
Formatting tables ............................................................................... 310
Using table and cell styles ................................................................ 313
Modifying and managing table and cell styles ............................... 315
Converting Tabs to Tables (and Back) ..................................................... 315
InDesign CS4 For Dummies
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Chapter 20: Working with Footnotes, Indexes, and TOCs. . . . . . . . . .317
Adding Footnotes ........................................................................................ 317
Creating Indexes .......................................................................................... 320
Choosing an indexing style ............................................................... 320
Inside the Index panel ....................................................................... 321
Adding index items via the Index panel .......................................... 321
Polishing and generating the index ................................................. 323
Creating Tables of Contents ....................................................................... 324
Chapter 21: Working with Automatic Text . . . . . . . . . . . . . . . . . . . . . .329
Automating Page Numbers ......................................................................... 330
Using Section Markers ................................................................................ 330
Using Text Variables ................................................................................... 331
Editing and managing text variables ............................................... 333
Inserting text variables ..................................................................... 334
Using Conditional Text ............................................................................... 334
Chapter 22: Publishing Books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .337
Creating a Book ............................................................................................ 337
Working with Book Chapters ..................................................................... 338
Finding out about chapter status .................................................... 340
Taking advantage of style sources .................................................. 340
Synchronizing formatting ................................................................. 341
Printing Chapters and Books ..................................................................... 342
Working with Sections in Chapters ........................................................... 342
Numbering pages consecutively ...................................................... 343
Numbering pages with sections ....................................................... 343
Setting chapter numbers .................................................................. 343
Part VII: Printing and Multimedia Essentials .............. 345
Chapter 23: Printing Your Work . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .347
Checking Your Document before Printing ............................................... 347
Identifying and fi xing errors ............................................................. 348
Telling InDesign what to check for .................................................. 349
Setting Up Booklets ..................................................................................... 351
Calibrating Color .......................................................................................... 353
Choosing Print Options .............................................................................. 356
The General pane ............................................................................... 357
The Setup pane .................................................................................. 358
The Marks and Bleed pane ............................................................... 359
The Output pane ................................................................................ 360
The Graphics pane ............................................................................. 361
The Color Management pane ........................................................... 362
The Advanced pane ........................................................................... 362
The Summary pane ............................................................................ 362
Creating a Document Package ................................................................... 362
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Chapter 24: Multimedia Project Basics . . . . . . . . . . . . . . . . . . . . . . . . .365
Using Hyperlinks .......................................................................................... 365
Creating hyperlinks ........................................................................... 366
Modifying and deleting hyperlinks .................................................. 370
Working with cross-references ........................................................ 371
Adding Sounds and Video .......................................................................... 374
Adding Buttons, Rollovers, and Other Actions ........................................ 375
Exporting Flash Files ................................................................................... 377
Exporting PDF Files ..................................................................................... 378
The General pane ............................................................................... 380
Security pane ...................................................................................... 381
Exporting to eBook Format ........................................................................ 382
Exporting to the Web .................................................................................. 383
Part VIII: The Part of Tens ......................................... 385
Chapter 25: Top Ten New Features in InDesign CS4 . . . . . . . . . . . . . .387
Smart Guides, Spacing, and Dimensions .................................................. 387
Cross-References ......................................................................................... 388
Flash Export ................................................................................................. 388
Nested Lines ................................................................................................. 388
Dynamic Autofl ow ....................................................................................... 389
Pointer Information ..................................................................................... 389
Spread Rotation ........................................................................................... 389
Conditional Text .......................................................................................... 389
Automatic Prefl ighting ................................................................................ 390
PDF Page Rotations ..................................................................................... 390
Chapter 26: Top Ten Resources for InDesign Users. . . . . . . . . . . . . . .391
Web Sites ...................................................................................................... 391
InDesignCentral .................................................................................. 391
The Adobe Web site .......................................................................... 392
InDesign User Group.......................................................................... 392
Creativepro ......................................................................................... 392
Magazine Resources .................................................................................... 392
InDesign Magazine ............................................................................. 393
Layers magazine................................................................................. 393
Macworld magazine ........................................................................... 393
Recommended Books ................................................................................. 393
Index ....................................................................... 395
InDesign CS4 For Dummies
xviii
Introduction
What is Adobe InDesign, and what can it do for you? In its more than a decade in existence, InDesign has become the most powerful publishing application, one that lets you work the way you want to work. You can use InDesign as a free-form but manual approach to layout, or as a structured but easily revised approach. The fact that you can choose which way to work is important for both novice and experienced users because there is no single, correct way to lay out pages. Sometimes (for example, if your project is a one-time publication, such as an ad), creating a layout from scratch —
almost as if you were doing it by hand on paper — is the best approach. And sometimes using a highly formatted template that you can modify as needed is the way to go: You don’t need to reinvent the wheel for documents that have a structured and repeatable format, such as books and magazines. InDesign can handle sophisticated tasks, such as glossy magazines and high-impact ads, but its structured approach to publishing also makes it a good choice for newspapers, newsletters, and books. InDesign is also a good choice for corporate publishing tasks, such as proposals and annual reports. In all cases, you can design for printing on paper or electronic distribution as Adobe Acrobat Portable Document Format (PDF) files. Plug-in software from other vendors adds extra capabilities.
Plus, you can use InDesign as the starting point for Web and Flash documents. These electronic documents can include interactive features, such as page transitions, hyperlinks, and buttons to play sounds or a movie. About This Book
After you get the hang of it, InDesign is quite easy to use. At the same time, it’s a powerful publishing program with a strong following among the ranks of professional publishers — and the latest InDesign CS4 version is certain to reinforce that position. Part of its success is due to the fact that its interface is like that of its sister applications, Adobe Illustrator and Adobe Photoshop, which are also components of the Adobe Creative Suite.
If you’re just getting started with InDesign, welcome! I hope you’ll find the information in these pages to be helpful in getting you started. 2
InDesign CS4 For Dummies
Conventions Used in This Book
This book covers InDesign on both Macintosh and Windows. Because the application is almost identical on both platforms, I point out platformspecific information only when it’s different — and that’s very rare. I’ve used Macintosh screen shots throughout; Windows screen shots are usually identical, except for the dialog boxes to open, save, and export files — these are arranged differently on Macs and PCs (for all programs, not just InDesign), but the relevant options to InDesign are the same. If you’re a Windows user, a quick look at Adobe’s documentation, which shows Windows screens, can show you how the interfaces are nearly identical. So don’t worry about them. Here are some other conventions used in this book:
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Menu commands: They’re listed like this: Window➪Pages. That means go to the Window menu and choose the Pages option from it. In almost every case, the menu command sequences are the same for Mac and Windows users; in a very few cases, they differ (such as the Preferences menu option and the Configure Plug-ins menu option), so I note these differences where they exist by putting the Mac menu sequence first and then the Windows one.
InDesign CS4 has an annoying new feature of hiding menu options from you. The goal is to be less intimidating, but it also means that if you don’t know what InDesign can do, you won’t find out by looking at the menus. Fortunately, you can tell InDesign to show you all the menus all the time so that no features are hidden. Here’s how: Choose Window➪Workspace➪Show Full Menus. This book assumes you’ve
turned the menus all on.
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Key combinations: If you’re supposed to press several keys together, I indicate that by placing a plus sign (+) between them. Thus, Shift+Ô+A means press and hold the Shift and Ô keys and then press A. After you’ve pressed the A key, let go of all the keys. I also use the plus sign to join keys to mouse movements. For example, Alt+drag means to hold the Alt key when dragging the mouse.
Note that the Macintosh sequence comes first, followed by the Windows equivalent.
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Pointer: The small graphic icon that moves on the screen as you move your mouse is a pointer (also called a cursor). The pointer takes on different shapes depending on the tool you select, the current location of the mouse, and the function you are performing.
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Click: This means to quickly press and release the mouse button once. Many Mac mice have only one button, but some have two or more. All PC mice have at least two buttons. If you have a multibutton mouse, click the leftmost button when I say to click the mouse.
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Double-click: This tells you to quickly press and release the mouse button twice. On some multibutton mice, one of the buttons can function as a double-click. (You click it once, but the computer acts as if you clicked twice.) If your mouse has this feature, use it; it saves strain on your hand.
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Right-click: A feature first implemented on Windows, but present on Macs since the late 1990s, this means to click the right-hand mouse button. If your Mac has only one button, hold the Control key when clicking the mouse button to do the equivalent of right-clicking in programs that support it. Mac OS X automatically assigns the right-hand button on a multibutton mouse to the Control+click combination; if your mouse came with its own System Preference, you can often further customize the button actions. ߜ
Dragging: Dragging is used for moving and sizing items in an InDesign document. To drag an item, position the mouse pointer on the item, press and hold down the mouse button, and then slide the mouse across a flat surface.
What You’re Not to Read
If you see any text in this book that has this icon next to it, feel free to skip right over to the next paragraph. This icon alerts you to geeky information that you don’t need to know to use InDesign. I just couldn’t help giving you a little extra-credit information in case you were a budding geek like me. Foolish Assumptions
Although this book has information that any level of layout artist or production editor needs to know to use InDesign, this book is primarily for those of you who are fairly new to the field, or who are just becoming familiar with the program. I try to take the mystery out of InDesign and give you guidance on how to create a bunch of different types of documents.
I don’t assume that you’ve ever used InDesign (or any publishing program). But I do assume that you have a basic knowledge of Macintosh or Windows — enough to work with files and applications. And I assume that you have basic familiarity with layout design, such as knowing what pages, margins, and fonts are. But I don’t expect you to be an expert in any of these areas — nor do you have to be!
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InDesign CS4 For Dummies
How This Book Is Organized
This book contains eight parts. I also include some bonus content on the InDesignCentral Web site (www.InDesignCentral.com).
Part I: Before You Begin
Designing a document is a combination of science and art. The science is in setting up the structure of the page: How many places will hold text, and how many will hold graphics? How wide will the margins be? Where will the page numbers appear? You get the idea. The art is in coming up with creative ways of filling the structure to please your eyes and the eyes of the people who will be looking at your document.
In this part, I tell you how to navigate your way around InDesign using the program’s menus, dialog boxes, panels, and panes. I also explain how to customize the preferences to your needs. Part II: Document Essentials
Good publishing technique is about more than just getting the words down on paper. It’s also about opening, saving, adding, deleting, numbering, and setting layout guidelines for documents. This part shows you how to do all that and a lot more, including tips on setting up master pages that you can use over and over again. You also find out how to create color swatches for easy reuse in your documents.
Part III: Object Essentials
This part of the book shows you how to work with objects: the lines, text frames, graphics frames, and other odds and ends that make up a publication. You also discover how to apply some really neat special effects to them. Part IV: Text Essentials
When you think about it, text is a big deal when it comes to publishing documents. After all, how many people would want to read a book with nothing but pictures? In this part, I show you how to create and manipulate text, in more ways than you can even imagine.
Introduction
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Part V: Graphics Essentials
Very few people would want to read a book with nothing but text, so this part is where I show you how to handle graphics in InDesign — both importing them from the outside and creating your own within InDesign.
Part VI: Getting Down to Business
InDesign is really good at handling the many kinds of documents that tend to be used in businesses, such as manuals, annual reports, and catalogs. This part shows you how to create tables, handle footnotes, create indexes, manage page numbering across multiple chapters in a book, and use text variables to make InDesign update text as needed based on the document’s current context.
Part VII: Printing and
Multimedia Essentials
Whether you’re printing a publication or simply creating a PDF file for readers to download from a Web site, you still need to understand the basics of outputting an InDesign document. This part is where I show you how to set up your output files, manage color, and work with service bureaus. You also find out about creating multimedia documents — those with movies, sound, hyperlinks, and buttons — for distribution as PDF files, Flash files, and Web pages. Part VIII: The Part of Tens
This part of the book is like the chips in the chocolate chip cookies; you can eat the cookies without them, but you’d be missing a really good part. It’s a part that shows you some important resources that can help you make the most of InDesign.
Icons Used in This Book
So that you can pick out parts that you really need to pay attention to (or, depending on your taste, to avoid), I use some symbols, or icons, in this book.
When you see this icon, it means I am pointing out a feature that’s new to InDesign CS4.
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InDesign CS4 For Dummies
If you see this icon, it means that I’m mentioning some really nifty point or idea that you may want to keep in mind as you use the program.
This icon lets you know something you’ll want to keep in mind. If you forget it later, that’s fine, but if you remember it, it will make your InDesign life a little easier.
If you skip all the other icons, pay attention to this one. Why? Because ignoring it can cause something really, really bad or embarrassing to happen, like when you were sitting in your second-grade classroom waiting for the teacher to call on you to answer a question, and you noticed that you still had your pajama shirt on. I don’t want that to happen to you!
This icon tells you that I am about to pontificate on some remote technical bit of information that may help explain a feature in InDesign. The technical info will definitely make you sound impressive if you memorize it and recite it to your friends.
Where to Go from Here
If you’re a complete beginner, I suggest you read the book’s parts in the order I present them. If you haven’t used InDesign before but you have used other layout programs, do read Part I first to get in the InDesign frame of mind and then explore other parts in any order you want. If you have used InDesign before, peruse them in any order you want, to see what’s changed. As you gain comfort with InDesign, you’ll be surprised how much you can do with it. And when you’re ready to discover more, take advantage of the wealth of resources out there to go the next level. The InDesignCentral Web site (www.InDesignCentral.com) can help you do that.