introduction to adobe indesign cs5 · lesson 5: working with master pages 54 creating and...

Introduction to Adobe InDesign CS5

Published byJames D. KramerEverett, WA 98208www.jdkds.com/blog/

Copyright © by James D. Kramer, Everett, WA, USA

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Contents

Lesson 1: Interface Overview 1

The Quickstart screen and

Creating a New Document 1

The Control bar 3

Customizing your Workspace(s) 3

Customizing Menus and Panels 5

Saving your Workspace(s) 5

Exercise 1: Starting a new project template 6

Lesson 2: Working with Text Styles 8

The Paragraph Styles Dialog 8

The Character Styles Dialog 21

Exercise 2: Creating and editing text styles 23

Lesson 3: Working with Tables 26

The Table Styles Dialog 26

The Cell Styles Dialog 30

Exercise 3: Creating Table and Cell styles 33

Other creative uses for Table Styles 37

Lesson 4: Working with Objects 40

Formatting Objects 40

The Object Styles Dialog 40

Importable Graphics 47

Exercise 4: Creating and editing object styles 48

Lesson 5: Working with Master Pages 54

Creating and Organizing Master Pages 54

Basing Master pages on other Master pages 55

Exercise 5: Creating and editing master pages 56

Lesson 6: Working with Editorial Controls 57

Working with the Story Editor 57

Working with Search

and Replace Routines 58

Dynamic Spell Checker 61

Exercise 6: Creating search and replace routines 61

Lesson 1: Interface Overview 1The Quickstart screen and Creating a New Document


lesson 1: Interface OverviewThe Quickstart screen and Creating a New Document1. When you fi rst open InDesign, you’ll be greeted by the Quickstart screen, as

shown in Figure 1. The Quickstart screen has three major sections; recently used fi les, starting points, and resources for using InDesign.

Figure 1. The Quickstart screen

2. Start by clicking on the Create New Document option in the Quickstart screen, as shown in Figure 1. This will open the New Document dialog box (see Figure 2).

Figure 2. Setting up a new InDesign document

NoTe: Windows users will notice no signifi cant diff erences in the Mac OS interface (presented here), and the Windows interface.

NoTe: Don’t feel locked in to the settings in the New Document dialog. They can be changed at any time.

Introduction to Adobe InDesign CS5 l Copyright James D. Kramer. All rights reserved.

2 Lesson 1: Interface Overview The Quickstart screen and Creating a New Document

Figure 3. Resetting the document’s measurement units

3. After you click Okay in the New Document dialog, your document will look like Figure 4.

Figure 4. A new document using the default Workspace

There’s more than one way to do it! You can change the units of measure displayed on the page rulers by right-clicking on either the horizontal or vertical ruler, and selecting the desired unit of measure from the contextual menu.

NoTe: By default, your document’s measurements

are given in terms of picas and points, which are traditional

typesetter’s terms. By defini-tion, there are 12 points in a pica, and (approximately) 6

picas in an inch. To change the measurement units in the doc-

ument, click InDesIgn ➜ Preferences ➜ UnIts

anD Increments..., as shown in Figure 3. You can also right-click on the

rulers to display unit options in a contextual menu.

NoTe: In Windows, the Preferences dialog is

located at the bottom of the Edit drop-down list.

Lesson 1: Interface Overview 3 The Control bar


The Control barThe Control bar is a powerful tool for accessing many of the formatting tools required for character, paragraph, and object elements.

Figure 5. Character settings in the Control bar

Figure 6. Paragraph settings in the Control bar

Figure 7. Object settings in the Control bar

You can customize what appears on your Control bars by clicking on eDIt ➜ menUs…. In the Menu Customization dialog that opens, select Context & Panel Menus from the Category options (see Figure 10). Locate and open the Control Panel options in the scrolling list, and reveal or hide the options you desire.

Customizing your Workspace(s)There are several ways to customize your Workspace based on how you work;

1. Start by experimenting with the Tools palette and the effects and formatting pan-els, as shown in Figure 8. There are many more panels you can access by clicking on the Window drop-down list.

NoTe: The amount of information displayed on the Control bar depends on the screen resolution you work with. These screen shots were captured at a monitor resolution of 1024×768. If your monitor is capable of higher resolutions, additional informa-tion will be displayed for you.

NoTe: Your text cursor must be placed inside the text block in order to have the settings as seen in Figures 5 and 6 visible.

NoTe: You must have an object selected in order to have the settings as seen in Figure 7 visible.


4 Lesson 1: Interface Overview Customizing your Workspace(s)

Figure 8. Adjusting the Tools panel and the effects and formatting panels

2. You can also dock and undock your panels, and create groupings of panels to suit your production preferences. To dock a panel, click-and-hold on the panel’s title bar, and drag the panel into position until a transparent-blue highlight appears at the edge of your monitor, as shown in Figure 9.

Figure 9. Adding the Info panel to the Pages/Layers/Links panel grouping

3. To expand a panel, click on the panel’s name or icon. To collapse an open panel, click on the panel’s name, and it will return to the dock. To remove a panel from the docked position, click-and-hold on the panel’s name or icon, and drag it out of the dock. Clicking on the circle in the upper left corner of the panel will dismiss it completely.

Lesson 1: Interface Overview 5 Customizing Menus and Panels


Customizing Menus and PanelsA powerful new functionality included in InDesign CS4 was the ability to cus-tomize your menu sets; hiding and unhiding certain commands, and highlight-ing other commands. Hidden menu items are not disabled, just hidden from view. This function can be used to display only those functions you use com-monly, resulting in a streamlined user-interface.

To access this feature, click on eDIt➜menUs…. In the dialog that opens, you can hide/show menu items and panel features, and assign color to them, as shown in Figure 10.

Figure 10. Customizing menu items

To hide a menu item, simply click the eyeball icon to the right of the menu item name.

Saving your Workspace(s)Once you have played around with the positions and collapsed/expanded states of the InDesign panels to where you would like the state of the interface to be your default view every time you launch InDesign, click WInDOW ➜

WOrksPace ➜ save WOrksPace. Give your Workspace a name, and this will be stored in this list of Workspaces along with the other installed spaces.

InDesign comes with several default Workspaces;

AdvANCed; includes character and paragraph styles as well as object styles and effects formatting.

Book; includes the most commonly used panels in preparing long documents, like Variables, Conditional text, Character and Paragraph Styles, and so on.

esseNTiAls; this is the InDesign default panel set.


6 Lesson 1: Interface Overview Saving your Workspace(s)

geTTiNg sTArTed; includes the basic, most commonly used panels, such as Pages, Links, Color Swatches, Stroke, and the Color mixer.

iNTerACTive; includes the panels used in adding interactivity to your document, such as Hyperlinks, Page Transitions, Bookmarks, and Buttons.

iNTerACTive For PdF; similar to the Interactive workspace, this also includes panels that include PDF Preview, and object format and type formatting panels.

New iN Cs5; includes custom menu formatting to highlight all the new or updated fea-tures with InDesign CS5.

PriNTiNg ANd ProoFiNg; includes panels used in production tasks, like pre-flighting, color definition, etc.

TYPogrAPhY; includes panels used in formatting type, like character and paragraph styles.

Exercise 1: Starting a new project template1. Open the course’s InDesign template by clicking on fIle ➜ OPen. Locate the

InDesign template from the course’s project on your hard drive (yours may be stored in a different location than mine, so make sure you’re making a mental note of where you are saving all your files), click on the OPen OrIgInal option at the bottom of the screen, and click the Okay button.

starting a new design without any content (text) to start with? Select a text frame (or place your cursor into a text frame) and then select tyPe ➜ fIle WIth PlacehOlDer text. This fills the selected text frame with lorem ipsum greeking.

The document that opens contains only one master page spread (we’ll create more in later exercises), 2 layers (again, we’ll create more later), and one para-graph style; Copyright. This will be our starting point.

2. In order to begin working with formatting, you’ll need to import (or create) some text in your document. So, click on fIle ➜ Place..., and locate the file project_text.doc from the course’s project folder, and click Okay.

3. At this point, the text will be “loaded” into your cursor (note the arrow icon has been replaced with a preview of the first several characters contained within the text file you have imported).

Click anywhere within the purple and magenta guidelines in the InDesign interface (these are the margin guides determined by the template I have prepared for you). This accomplishes a pair of actions; first, it locates the text block which is present on the underlying master page, and then, it places the text you’ve imported into that text frame.

4. Save the document.

where did these styles come from? After importing the text file, you’ll notice several paragraph styles have been imported, and that these paragraph styles have little disk icons next to them (see the following graphic). This indicates that the text file you’ve imported contains styles not already defined within the InDesign document/template. We’ll deal with these later, and discuss how to prevent them from being imported in class.

NoTe: Because we’re creat-ing the project template before

creating an actual document, always make sure you click

on the OPen OrIgInal option in the OPen dialog

when opening the template file in order to edit it.

NoTe: At the bottom of the Place dialog,

there’s a shOW ImPOrt OPtIOns... checkbox.

This brings up another dialog with specific import options based on the type of file you have selected to import (place). This dialog will be discussed in class.

NoTe: Depending on the options set within your instal-

lation of InDesign CS5, the application may automati-

cally add any pages it needs to fully display all the text

contained within the file, or, it may not. We will discuss this option further in class.

Lesson 2: Working with Text Styles 7Saving your Workspace(s)


what is all this gibberish? Trying to make sense of the document you just imported? Don’t. One of the tools of the trade for the designer is ‘greeking’; latin text meant only to imitate the text that will actually be used in creating a document. InDesign has the ability to create its own greeking. To do this, place your cursor into a text frame, and then click on tyPe ➜ fIll WIth PlacehOlDer text. This command will fi ll the selected text frame (or string of con-nected text frames) with as much greeking as will fi t given the current default text formatting. For reasons I’ll cover in class, I do not prefer to use this greeked content. Sometimes I’ll also use a website called http://www.duckisland.com/GreekingMachine.asp, which generates text from a selection of ‘language’ options, including; Classical Latin, Hillbilly, Marketing, The Matrix, Metropolitan, Pseudo German, and Techno Babble. Using the Metropolitan language provides true English words (mostly spelled correctly) that will assist you later in your design process in verifying your hyphenation settings. The others do not provide this check for you.

introduction to adobe indesign cs5 · lesson 5: working with master pages 54 creating and...

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