Adobe InDesign CC - Against The Clock · o Create a Digital Folio oject 7: National Parks Info Pieces 435 Stage 2 ating e s e than one way to eral e .or example: ent evice I) etina

Adobe® InDesign® CCThe Professional Portfolio

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iii

AcknowledgementsaBout against the clock

Against Th e Clock, long recognized as one of the nation’s leaders in courseware development, has been publishing high-quality educational materials for the graphic and computer arts industries since 1990. Th e company has developed a solid and widely-respected approach to teaching people how to eff ectively utilize graphics applications, while maintaining a disciplined approach to real-world problems.

Having developed the Against Th e Clock and the Essentials for Design series with Prentice Hall/Pearson Education, ATC drew from years of professional experience and instructor feedback to develop Th e Professional Portfolio Series, focusing on the Adobe Creative Suite. Th ese books feature step-by-step explanations, detailed foundational information, and advice and tips from industry professionals that off er practical solutions to technical issues.

Against Th e Clock works closely with all major software developers to create learning solutions that fulfi ll both the requirements of instructors and the needs of students. Th ousands of graphic arts profes-sionals — designers, illustrators, imaging specialists, prepress experts, and production managers — began their educations with Against Th e Clock training books. Th ese professionals studied at Baker College, Nossi College of Art, Virginia Tech, Appalachian State University, Keiser College, University of South Carolina, Gress Graphic Arts Institute, Hagerstown Community College, Kean University, Southern Polytechnic State University, Brenau University, and many other educational institutions.

aBout the author

Erika Kendra holds a BA in History and a BA in English Literature from the University of Pittsburgh. She began her career in the graphic communications industry as an editor at Graphic Arts Technical Foundation before moving to Los Angeles in 2000. Erika is the author or co-author of more than thirty books about Adobe graphic design software. She has also written several books about graphic design con-cepts such as color reproduction and prefl ighting, and dozens of articles for online and print journals in the graphics industry. Working with Against Th e Clock for more than ten years, Erika was a key partner in developing Th e Professional Portfolio Series of software training books.

contriButing authors, artists, and editors

A big thank you to the people whose artwork, comments, and expertise contributed to the success of these books:

• Olwen Bruce, Creative Backup LLC

• Beth Rogers, Nossi College Of Art

• Matthew Guanciale, Fanboy Photo• Debbie Davidson, Against Th e Clock, Inc.• Charlie Essers, photographer

Finally, thanks to Angelina Kendra, editor, and Liz Bleau, copy editor, for making sure that we all said what we meant to say.

iv

Walk-Through

7777projectNational Parks Info Pieces

Your client is the marketing manager

for the National Parks Service

(NPS). She wants to create a series

of collateral pieces that will be used

at tourism centers to lure potential

visitors. She hired you to produce a

one-sheet flyer that will be distributed

in print and online, a rack card

that can be placed in area hotels, a

postcard that will be given away to

park visitors, and a folio file that will

work on digital tablet devices.

This project incorporates the following skills:

o Creating an XML file using tagged frames and content

o Building a layout from imported XML content

o Controlling the structure of a layout to merge XML content

into tagged frames

o Placing linked content into alternate layouts

o Creating interactive overlays for digital folio files

o Creating alternate layouts for horizontal and vertical tablet

orientations

o Creating a digital folio file for tablet devices

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Project MeetingWe want to create several pieces to promote tourism in the national parks. We already have a flyer layout that we like, but we want you to create other versions for different purposes:

– The flyer will be sent to tourism boards and agencies as a handout.

– The rack card will be placed in hotels near the park for potential visitors.

– The postcard will be given away as a souvenir to park visitors.

– The folio file will be made available on the park’s Web site for people who want to download it to their digital tablets.

This could be a huge project for us since there are more than 350 national parks, monuments, and other protected areas in the national park system.

InDesign offers several methods for repurpos-ing content into different layouts. I already created basic templates for the rack card and postcard; I want you to use XML to map the flyer content into those template layouts.

For the digital folios, you need to create two versions — horizontal and vertical. They don’t need to be exact matches, but they should have all of the same content. Keep in mind that this is a digital file. You can use interactivity to take advantage of the medium.

To complete this project, you will:

o Tag Frames for XML

o Review Document Structure

o Review XML Structure and Attributes

o Place Unstructured XML Content

o Update Linked XML Data

o Import Structured XML

o Create a File for Digital Publishing

o Use the Content Collector

o Manage Linked Object Options

o Create an Interactive Overlay

o Define Liquid Page Rules

o Create an Alternate Layout

o Create a Digital Folio

435Project 7: National Parks Info Pieces

Stage 2 Creating Alternate Layouts

As you have already seen throughout this book, there is almost always more than one way to

accomplish a specific goal in InDesign. In the first stage, you used XML to feed content into several

existing templates. In this second stage, you will use another method to create versions that are

appropriate for digital tablet display.

When designing for mobile devices, one of the problems we face is the range of different

hardware — most of which have different physical sizes, even if that difference is slight. For example:

DevicePhysical size (diagonal) Pixel dimensions Pixels per inch (PPI)

Apple iPad with Retina display 9.7 2048 1536 264

Apple Mini 7.9 1024 768 163

Apple iPad2 9.7 1024 768 132

Google Nexus 77 1280 800 216

Samsung Galaxy 10.1;

Motorola Zoom 10.1 1280 800 150

Samsung Galaxy Tab 7;

Kindle Fire

7 1024 600 169

This list is hardly exhaustive; we only mention several of the most common devices.

But as you can see, there is no single consistent size or resolution from one device to

another. This issue is even further compounded when you consider the wide range

of smart phones that are available, each (it seems) with a different physical size and

resolution.Ideally, when you design for mobile devices, you would create separate files for each

device to take best advantage of the available screen capabilities. However, this would

mean dozens of iterations for individual devices, which is not always possible given the

immediate nature of some publishing projects.

At the very least, you should create different files for each of the common sizes —

which is why the application includes those four basic presets in the New Document

dialog box when you choose the Digital Publishing intent.

Update the IndesIgn applIcatIon FIles

In this stage of the project, you will use a number of tools to create a folio file for a

digital tablet device, which will contain two articles — one from the Bryce Canyon

layout, and one from a similar layout that we provided for the Golden Gate National

Recreation Area.

The Digital Publishing Suite (DPS), which drives folio creation and sharing, is

part of the InDesign toolset. However, the DPS Desktop Tools are not included in

the basic InDesign install process. If the update has not already been installed on your

computer, you need to do so before you can complete the rest of this project.

1. Make sure your computer is connected to a high-speed Internet connection.

2. In InDesign, open the Folio Builder panel (Window>Folio Builder).

It’s also important to

realize that new devices

are being introduced

all the time, and each

new phase of mobile-

communication

evolution will almost

certainly introduce more

variables into the picture

(literally).

Note:

Software updates are

relased periodically

throughout the release

cycle. The Adobe Creative

Cloud application should

automatically alert you to

their availability, but it’s

a good idea to manually

check every now and then.

Note:

438 Project 7: National Parks Info Pieces

Use the Content ColleCtor

The Content Collector/Content Placer toolset is a new option for sharing and linking content throughout a layout and across multiple layouts; you might think of it as copy-and-paste in hyperdrive. In this exercise, you are going to use these tools to repurpose the flyer content to a size suitable for an iPad.

1. Make flyer_bryce.indd the active file.

2. Choose the Content Collector tool.

Make sure you choose the Collector tool and not the Placer. The arrow in the Collector tool icon points down.

Content Collector tool

When you choose the Content Collector or

Content Placer tool, the Content Conveyor

automatically appears.

3. Click the three-column text frame on the page to select it.

When you select an object with the Content Collector, it is added to the Content Conveyor. The cursor icon shows how many objects are currently stored in the conveyor.

Clicking an item with the Content Collector

tool loads that item into the conveyor.

The cursor icon (enlarged here) shows

how many items are currently loaded in

the conveyor.

4. Draw a selection marquee that touches both frames in the top half of the page (the large image frame and the black text frame with the park name).

When you select more than one object at a time, those objects are added to the conveyor as a set. The cursor icon shows that two objects are now stored in the conveyor (the text frame and the set that includes the park name frame and the image). In the conveyor, the set thumbnail shows that the set contains two items.

Selecting multiple items at once creates a set in the conveyor.

The thumbnail shows the number of items in the set.

When the Tools panel is in two-column mode, the Content Placer tool appears to the right of the Content Collector tool (instead of nested under it).

Note:

If you click the Load Conveyor button on the right side of the panel, you can load the conveyor with all objects in the active selection, on a specific page, or on all pages. You can load these objects as individual items or as a single set.

Note:

Project GoalsEach project begins with a clear description of the overall concepts that are explained in the project; these goals closely match the different “stages” of the project workfl ow.

The Project MeetingEach project includes the client’s initial comments, which provide valuable information about the job. The Project Art Director, a vital part of any design workfl ow, also provides fundamental advice and production requirements.

Project ObjectivesEach Project Meeting includes a summary of the specifi c skills required to complete the project.

Step-By-Step ExercisesEvery stage of the workfl ow is broken into multiple hands-on, step-by-step exercises.

Visual ExplanationsWherever possible, screen shots are annotated so that you can quickly identify important information.

Real-World Workfl ow Projects are broken into logical lessons or “stages” of the workfl ow. Brief introductions at the beginning of each stage provide vital foun-dational material required to complete the task.

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Project 7: National Parks Info Pieces

Project Review

1. Briefly explain the concept of using XML for repurposing content.

2. Briefly explain the differences between using XML and using the Content Collector/Placer

to repurpose content.

3. Briefly explain the concept of an interactive overlay.

1. You can use the _______________ to review

the content and hierarchy of tagged frames.

2. The _______________ tool is used to select

objects that you want to share multiple times

across one or more layouts.

3. When placing shared content, the

_______________ displays items and sets that

are ready for sharing.

4. When working with shared content, you can

use the _______________ options to define

which options you want to keep in the linked

copies when you update the links.

5. Using the _______________ option, the number

of columns in a text frame adjusts dynamically

when the frame is resized; columns are limited

to a maximum user-defined width.

6. Press _______________ while dragging a page

handle with the Page tool to permanently

change the page size.

7. Using the _______________ liquid page rule,

you can pin the edges and/or dimensions of

a frame, preventing that object from moving

when you create an alternate layout.

8. The _______________ overlay creates a

slideshow from all the images in a specific

folder.

9. When creating a digital folio, the

_______________ format enables the pinch and

zoom gestures on a tablet device.

10. In a digital folio, the _______________ setting

appears for each article in the TOC in the

Content Viewer app.

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Use what you learned in this project to complete the following freeform exercise. Carefully read the art director and client comments, then create your own design to meet the needs of the project. Use the space below to sketch ideas; when finished, write a brief explanation of your reasoning behind your final design.

Portfolio Builder Project

These pieces are exactly what I had in mind. When I pitch the project to my superiors, I want to be able to show them all the same pieces for at least two different parks. That way the committee will see how different colors and pictures will affect the individual pieces but still have a consistent look and feel. I’ve sent you the text and images for Yosemite for this second set of files.

I’d also like to see one additional layout — redesigning our park map brochure to include this same content but also with a large map of the specific park. We already have the maps, but I’ll have to find the files for you; for now just leave space on the inside of the brochure.

The client is very pleased with the pieces you have designed to promote tourism in the national parks. Before she presents the project to her director for approval, she would like to have the same pieces for at least one other park.

To complete this project, you should:

o Create the flyer, rack card, postcard, and iPad layouts for Yosemite National Park. Use the images and text that are provided in the IDCC_PB_Project7.zip archive on the Student Files Web page.

o Create one additional layout for a letterfold brochure that will include the same content as the other pieces. The inside of the brochure should have only the park name and space for a map of the park. (If you completed Project 5: Ireland Travel Brochure, you can use the same basic 4×9″ template that you created in that project.)

Project Summary


Repurposing the same content in multiple different layouts is becoming increasingly common in the

design world. This project explored two different methods for repurposing content, both for multiple

print formats and for digital media.You used unstructured XML to drag specific types of content into a layout, and you used a

more structured approach to automatically place content into tagged frames of a different layout. By

maintaining a link to the XML file, you were able to automatically update the placed content to reflect

changes in the text. You also used the content sharing and alternate layout capabilities that are built into InDesign

to create different layouts from existing content. You also added interactive overlays to take better

advantage of the capabilities of digital media.

Use unstructured XML to create a layout from selected content

Use structured XML to create a layout from all content

Use content sharing tools to create a layout for digital media

Create an interactive overlay for digital media

Create alternate layouts for different device orientations.Create a digital folio for tablet display


If the Show Master Page Overlay option is checked in the Control panel, the active master page appears in the

bottom-left corner of the active page.

Using the Off liquid page rule, resizing the page has no effect on placed objects.

Drag a handle with the

Page tool to preview

the effect of changing

the page size.

The Page

tool is active.

When the rule is Off,

objects do not move or

resize when you resize

the page.

When Show Master

Page Overlay is active,

the master page size

and name are visible.

Choose a Liquid Page

Rule in this menu.

Using the Scale liquid page rule, content is scaled proportionally, adding or removing space around the page if the content

can’t be scaled in a specific direction.

When the Scale rule is

active, objects scale to

fit inside the adjusted

page size.

Using the Re-center liquid page rule, content is centered in the new page area; its size is not affected.

When the Re-center

rule is active, objects

remain centered to the

new page size; they

are not scaled.

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Understanding Liquid Page Rules


2. Expand the Links panel as necessary so you can see most of the items’ names.

Although you only placed three items into the file, the Links panel lists six items. The software creates separate links for the objects and the objects’ content. Icons identify the type of content; the containing frames do not display icons.

Click here and drag to make the panel larger.

Click this line and drag to make the item name list wider.

The icons identify the type of linked content.

Linked items list the source document.

Because frames and contents are linked separately, you can update the linked content without affecting the object attributes, and vice versa:

• UpdateindividualitemsorcontentsbyselectingaspecificlistingintheLinkspanelandthenclickingtheUpdateLinksbutton.Thismethodallowsyoutoupdate the item without affecting the content (and vice versa).

• UpdateindividualcopiesbyclickingtheModifiedicononindividualitemsinthelayout (using the Selection tool). If you use this method, both the item and the item content will be updated.

3. Using the Selection tool, select the three-column text frame. Define its position as X: 36 px, Y: 720 px based on the top-left reference point.

When you placed the text frame, you simply clicked to place it. You did not click and drag to define the placed text frame’s size. You are making this change to better fit the available space in the iPad layout.

4. Click the bottom-right corner of the text frame and drag to the bottom-right margin.

These two items refer separately to the selected frame and the content inside the frame.

5. Click away from the text frame to deselect it.

6. In the Links panel, click to select only the three-column text frame item, then expand the Link Info section of the panel.

The Link Info area shows that the selected item is an object — in this case, the three-column text frame.

Click here to expand the Link Info section.

Choosing the Edit>Place and Link command has the same general effect as selecting an item with the Content Collector tool.

Note:

There is no dynamic link from the linked copies back to the original, or to other copies of the same object. If you want changes to reflect in all linked copies, you have to edit the original object. This is easily accom-plished by Control/right-clicking any of the copies — in the layout or in the Links panel — and choosing Go to Source in the contextual menu.

Note:

InDesign FoundationsAdditional functionality, related tools, and underlying graphic design concepts are included throughout the book.

Advice and WarningsWhere appropriate, sidebars provide shortcuts, warnings, or tips about the topic at hand.

Visual SummaryUsing an annotated version of the

fi nished project, you can quickly identify the skills used to complete

different aspects of the job.

Project ReviewAfter completing each project, you can complete these fi ll-in-the-blank and short-answer questions to test your under-standing of the concepts in the project.

Portfolio Builder ProjectsEach step-by-step project is accompanied by a freeform project, allowing you to practice skills and creativity, resulting in an extensive and diverse portfolio of work.

the

portfolio series

pro

ject

3 HeartSmart Newsletter

o Working with Templates

o Working with Styles

o Working with Tables

o Prefl ighting and Packaging the Job

pro

ject

2 Festival Poster

o Building Graphic Interest

o Importing and Formatting Text

o Graphics as Text and Text as Graphics

o Outputting the File

pro

ject

1 Letterhead Design

o Setting up the Workspace

o Creating Basic Page Elements

o Placing External Images

o Creating and Formatting Basic Text

o Printing InDesign Files

Th e Against Th e Clock Portfolio Series teaches graphic design software tools and techniques entirely within the framework of real-world projects; we introduce and explain skills where they would naturally fall into a real project workfl ow.

Th e project-based approach in Th e Professional Portfolio Series allows you to get in depth with the software beginning in Project 1 — you don’t have to read several chapters of introductory material before you can start creating fi nished artwork.

Our approach also prevents “topic tedium” — in other words, we don’t require you to read pages and pages of information about text (for example); instead, we explain text tools and options as part of larger projects (in this case, beginning with placing text on a letterhead).

Clear, easy-to-read, step-by-step instructions walk you through every phase of each job, from creating a new fi le to saving the fi nished piece. Wherever logical, we also off er practical advice and tips about underlying concepts and graphic design practices that will benefi t you as you enter the job market.

Th e projects in this book refl ect a range of diff erent types of InDesign jobs, from creating a client letterhead to implementing a newsletter template to compiling a multi-chapter book. When you fi nish the eight projects in this book (and the accompanying Portfolio Builder exercises), you will have a substantial body of work that should impress any potential employer.

Th e eight InDesign projects are described briefl y here; more detail is provided in the full table of contents (beginning on Page viii).

Projects at a Glanceurban architecture & natural landscapes

5048 Sun Drive, Solano, CA 94533 800-555-1234 www.crowephoto.net

vii

pro

ject

4 Realtor Collateral Booklet

o Working with Master Pages

o Controlling the Flow of Text

o Outputting Variations of Files

pro

ject

7 National Parks Info Pieces

o Working with XML

o Creating Alternate Layouts

pro

ject

8 Multi-Chapter Booklet

o Combining Documents into Books

o Building a Table of Contents

o Building an Index

o Exporting Book Files

o Merging Data into an InDesign Layout

pro

ject

6 Digital Layout Variations

o Controlling Color for Output

o Creating Interactive Elements

o Creating EPUB and HTML Files

pro

ject

5 Ireland Travel Brochure

o Building a Folding Template

o Advanced Frame Options

o Advanced Text Formatting

Our goal in this book is to familiar ize you with the majority of the InDesign tool set, so you can be more productive and more marketable in your career as a graphic designer.

It is important to keep in mind that InDesign is an extremely versatile and powerful application. Th e sheer volume of available tools, panels, and features can seem intimidating when you fi rst look at the software interface. Most of these tools, however, are fairly simple to use with a bit of background information and a little practice.

Wherever necessary, we explain the underlying concepts and terms that are required for understanding the software. We’re confi dent that these projects provide the practice you need to be able to create sophisticated artwork by the end of the very fi rst project.

www.againsttheclock.com

Companion Excerpts

Contents

iii

A Brief History of Visual Communication 1

Illumination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Automating the Publishing Process . . . . . . . . . . . . . . . . . . 2

Photography . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Color Photography . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Color in Motion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

In Living Color . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Conclusion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

A Hard Look at Creativity 9Getting the Idea . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

The Five Forces of Creativity . . . . . . . . . . . . . . . . . . . . . . 11

Becoming Creative . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Creativity is Not a Talent . . . . . . . . . . . . . . . . . . . . .12

Tips for Fueling Creatively . . . . . . . . . . . . . . . . . . . . . . . . 13

Stand on Your Head . . . . . . . . . . . . . . . . . . . . . . . .13

The Inspiration File . . . . . . . . . . . . . . . . . . . . . . . . .13

Change Your Perspective . . . . . . . . . . . . . . . . . . . . .14

Know Your Market . . . . . . . . . . . . . . . . . . . . . . . . . .14

Index

17

AArcher, Frederick Scott 5attitudes 14audience 14

BBauhaus 9

Cclay tablets 1clothes designer 13collaboration 9complacency 11Corbutt, John 5creativity

definition of 12five forces of 11

curiosity 11

Ddemographics 14designer 13Dickson, William 7

EEastman, George 5Edison, Thomas 7

FFox Talbot, William Henry 4frustration 11

GGodowsky, Leopold 6graphic designer 13Gropius, Walter 9Gutenberg, Johannes 2

HHauron, Arthur-Louis Ducos du 5hieroglyphics 1history 1–8

Iidea book 13Illumination 1–2imagery 12Industrial Revolution 9inspiration 11intuition 11

JJoly, John 6

KKalmus, Herbert 7

LLeBlon, Jakob 3Lumière, Auguste 6

MMaddox, Richard 5Mannes, Leopold 6Maxwell, James Clerk 5metaphors 12motivation 11

Nnationality 14

Ppapyrus 1perspective 14photographs

daguerreotype method 4

Poitevin, Alphonse-Louis 3printing 2, 3puns 12

Rrace 14rock carvings 1role models 15

SSaint-Victor, Claude Felix Abel Niepce de 5Schneider, Wilhelm 6scrapbook 13Senefelder, Alois 3shoppers’ characteristics 14sketchbook 14sourcebook 13source of creativity 11

TTalbot, William Henry Fox 4talent 12target audience 14

Vvellum 1visual information 9

WWilmanns, Gustav 6

viii

acknowledgements iii

walk-through iv

Projects at a glance vi

contents viii

the indesign user interFace 1Explore the InDesign Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Understanding the Application Frame . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Customizing Keyboard Shortcuts and Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Explore the Arrangement of InDesign Panels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Identifying and Accessing Tools in InDesign . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Create a Saved Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Explore the InDesign Document Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Controlling Display Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Summing up the InDesign View Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Explore the Arrangement of Multiple Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Project 1 letterhead design 23 Stage 1 Setting up the Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Defi ne a New Layout File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Understanding Document Presets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Create Ruler Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Stage 2 Creating Basic Page Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Create Basic Frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Th e Control Panel in Depth . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Create a Rounded Rectangle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Editing Object Corners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Clone, Align, and Distribute Multiple Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Aligning and Distributing Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Create a Compound Path . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Th e Pathfi nder Panel in Depth . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Create and Transform Multiple Frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Create a Simple Line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Create Bézier Curves . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Understanding Anchor Points and Handles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Change Color Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Creating Irregular Shapes with the Polygon Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Understanding Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Stage 3 Placing External Images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Place an Adobe Illustrator File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Content Fitting Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Place Images into Existing Frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

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Stage 4 Creating and Formatting Basic Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67Create a Simple Text Frame . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67Selecting Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69More About Working with Fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70Place an External Text File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72Tips and Tricks for Working with Layout Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Stage 5 Printing InDesign Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76Print a Sample Proof . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Project Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Portfolio Builder Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Project 2 Festival Poster 83 Stage 1 Building Graphic Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Set up the Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85Define Color Swatches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Color by Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88Create the Poster Background . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90Define and Apply a Gradient . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93Modify Gradient Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95The Gradient Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96Create an Irregular Graphics Frame . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98Clipping Path Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100Create Visual Impact with Transparency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102Blending Modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106Applying Effects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108Create a QR Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Stage 2 Importing and Formatting Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112Control Text Threading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112Define Manual Frame Breaks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114Apply Character Formatting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116Designing with Placeholder Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119Apply Paragraph Formatting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120Copying Type Attributes with the Eyedropper Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123Applying Optical Margin Alignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

Stage 3 Graphics as Text and Text as Graphics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124Place Inline Graphics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124Understanding the Baseline Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126Working with Anchored Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127Create Type on a Path . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129Type on a Path Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Stage 4 Outputting the File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133Using the Flattener Preview Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133Export a PDF File for Print . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134Resolution Options for PDF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

Project Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Portfolio Builder Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

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Project 3 heartsmart newsletter 141 Stage 1 Working with Templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Manage Missing Fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143Replace Missing and Modifi ed Graphics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146Th e Links Panel in Depth . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147Edit Margin and Column Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149Understanding Master Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151Create a New File Based on the Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152Implement the Newsletter Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154Place Multiple TIFF Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155Place a PDF File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158Place an InDesign File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

Stage 2 Working with Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163Apply Template Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163Working with Microsoft Word Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165Edit a Paragraph to Span Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169Create a Sidebar Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171Edit Text Inset and Wrap Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173Text Wrap Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174

Stage 3 Working with Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175Place a Microsoft Excel Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175Format Cell Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177Format Cell Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178Defi ne Table Fills and Strokes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180Managing Table Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181Controlling Cell Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183Understanding Table Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184Creating Table Headers and Footers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185

Stage 4 Prefl ighting and Packaging the Job . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187Check Document Spelling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187Using Dynamic Spelling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192Defi ne a Prefl ight Profi le . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192Evaluate the Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195What’s in a Prefl ight Profi le? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196Create the Job Package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200

Project Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202


Project 4 realtor collateral Booklet 205 Stage 1 Working with Master Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207

Create the Booklet File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207Understanding Master Page Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208Create Master Pages from Layout Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209Import Master Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210Edit the Default Master Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213Understanding Relative Object Positioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214

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Understanding the Gap Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217Add Common Elements to a Master Page Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219Special Characters and White Space . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222Place Automatic Page Number Markers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222Keyboard Shortcuts for Special Characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224

Stage 2 Controlling the Flow of Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225Import and Auto-Flow Client Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225Understanding the Primary Text Frame . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228Review and Replace Imported Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229Edit a Style Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230Define Parent-Child Style Relationships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232What’s in a Paragraph Style? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233Define Bullets and Numbering Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237The Glyphs Panel in Depth . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240Using OpenType Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241Control Page and Frame Breaks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242Paragraph Composition Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246Control Automatic Hyphenation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247Redefine Styles Based on Local Formatting Overrides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249Overriding Automatic Hyphenation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249Place Images into Master Frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251Unify Spreads with Color . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254Understanding Imposition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255

Stage 3 Outputting Variations of Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256Create a Folding Dummy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256Print a Booklet Proof . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257Create a PDF with Page Transitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259

Project Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264


Project 5 ireland travel Brochure 267 Stage 1 Building a Folding Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269

Create the Outside Master Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270Add Slug Information and Fold Marks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274Place Text Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276Define a Custom Text Variable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277Custom Text Variable Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278Create the Inside Master Pages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 280Save a Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282Pages Panel Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

Stage 2 Advanced Frame Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286Convert Text to Outlines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286Control Object Stacking Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 288Work with an InDesign Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291Managing Libraries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295Edit the Basic Graphics Frame Style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296

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Create a New Object Style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299What’s in an Object Style? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299Import an Object Style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303

Stage 3 Advanced Text Formatting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305Import and Flow Client-Supplied Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305Import InDesign Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 308Create a Custom Text Wrap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 310Create a Style for Pull Quotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313Understanding Nested Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 316Nested Style Character Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317Control Tab Formatting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319Defi ne Paragraph Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321Create Variations with Conditional Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323Create Dynamic Captions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325Clean and Finish the File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 328Export Variations as PDF Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 330

Project Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 334


Project 6 digital layout variations 337 Stage 1 Controlling Color for Output . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 339

Color Management in Th eory and Practice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 341Defi ne Application Color Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 342Understanding Rendering Intents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343Assign Color Settings to an Existing File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344Assigning and Converting Color Profi les . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345Preview Separations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346Enable Track Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348Find and Change Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349Th e Find/Change Dialog Box in Depth . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 350Find and Change Text Formatting Attributes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351Entering Special Characters in Dialog Boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 354Find and Change Object Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355Review Tracked Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357Export a Color-Managed PDF File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360Soft Proofi ng to Custom Profi les . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362

Stage 2 Creating Interactive Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363Create Versions with Layers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363Controlling Text Wrap on Diff erent Layers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366Defi ne a Table of Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367Defi ne Hyperlinks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370Create a File for Web Intent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 372Create a Basic Animation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373Th e Animation Panel in Depth . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375Defi ne Object States . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 376Create Buttons to Control the Animation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 381

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Create and Place an SWF File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385Create Text Form Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 388Create a Radio Button Form Field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 389Create a Combo Box Form Field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 391Create Check Box Form Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 392Create Form Control Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393Export an Interactive PDF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395

Stage 3 Creating EPUB and HTML Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 397Anchor Graphics to Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 397Define Articles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 399Tag Styles for Exporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 402Export HTML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 404Export EPUB . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407

Project Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411


Project 7 national Parks inFo Pieces 415 Stage 1 Working with XML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 417

Tag Frames for XML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 417Review Document Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 420Review XML Structure and Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 421Identifying Structure Pane Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 422Options for Exporting XML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 424Place Unstructured XML Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 424Import XML Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 426Update Linked XML Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 429Import Structured XML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 430

Stage 2 Creating Alternate Layouts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 435Update the InDesign Application Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 435Create a File for Digital Publishing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 437Use the Content Collector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 438Manage Linked Object Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 441Defining Style Mapping Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 445Create an Interactive Overlay. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 446Folio Overlay Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 448Define Liquid Page Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 449Understanding Column Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 450Understanding Liquid Page Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 452Create an Alternate Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 455Create a Digital Folio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 460Add Articles to a Folio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 462Importing Articles into Folios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 466Preview the Folio on an iPad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 466Sharing Folio Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 469

Project Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 470


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Project 8 multi-chaPter Booklet 473 Stage 1 Combining Documents into Books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 475

Build an InDesign Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 475Add Book Chapters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 476Managing Book Chapters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 478Control Section and Page Numbering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479Understanding Book Page Numbering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 481Section and Chapter Numbering in Depth . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 482Synchronize Book Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 484Smart Matching Style Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 486

Stage 2 Building a Table of Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 488Defi ne a Table of Contents Style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 488Build and Update a Table of Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 492

Stage 3 Building an Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 494Tag Basic and Reversed Index Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 494Add Multiple Page References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 497Changing Index Topic Sort Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 499Add Page-Range References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 500Add Multiple-Level References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 503Adding Cross-References in an Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 503Build the Book’s Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 504Options for Generating an Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 506

Stage 4 Exporting Book Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 507Export PDF Files for Print and Digital Distribution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 507Th e Data Source File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 510

Stage 5 Merging Data into an InDesign Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 510Create the Merged Document and Load the Source Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 511Cleaning up Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 512Working with Long Text Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 513Incorporating Images in a Data Merge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 514Complete the Merged Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 515Managing Empty Data Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 516Merging Multiple Records on a Single Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 517

Project Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 518


Getting Started PrereQuisites

Th e Professional Portfolio Series is based on the assumption that you have a basic understanding of how to use your computer. You should know how to use your mouse to point and click, as well as how to drag items around the screen. You should be able to resize and arrange win-dows on your desktop to maximize your available space. You should know how to access drop-down menus, and understand how check boxes and radio buttons work. It also doesn’t hurt to have a good understanding of how your operating system organizes fi les and folders, and how to navigate your way around them. If you’re familiar with these fundamental skills, then you know all that’s necessary to use the Portfolio Series.

resource Files

All of the fi les you need to complete the projects in this book — except, of course, the InDesign application fi les — are on the Student Files Web page at againsttheclock.com.See the inside back cover of this book for access information.

Each archive (ZIP) fi le is named according to the related project (e.g., IDCC_RF_Project1.zip). At the begin-ning of each project, you must download the archive fi le for that project and expand that archive to access the resource fi les that you need to complete the exercises. Detailed instructions for this process are included in the Interface chapter.

Files required for the related Portfolio Builder exercises at the end of each project are also available on the Student Files page; these archives are also named by project (e.g., IDCC_PB_Project1.zip).

atc Fonts

You must download and install the ATC fonts from the Student Files Web page to ensure that your exercises and projects will work as described in the book. Specifi c in-structions for installing fonts are provided in the documen-tation that came with your computer. You should replace older (pre-2013) ATC fonts with the ones on the Student Files Web page.

system reQuirements

Th e Professional Portfolio Series was designed to work on both Macintosh or Windows computers; where diff erences exist from one platform to another, we include specifi c instructions relative to each platform. One issue that remains diff erent from Macintosh to Windows is the use of diff erent modifi er keys (Control, Shift, etc.) to accomplish the same task. When we present key commands, we always follow the same Macintosh/Windows format — Macintosh keys are listed fi rst, then a slash, followed by the Windows key commands.

Minimum System Requirements for Adobe InDesign CC:Windows• Intel Pentium 4 or AMD Athlon 64 processor• Microsoft Windows 7 with Service Pack 1 or Windows

8• 2 GB of RAM (8 GB recommended)• 2.6 GB of available hard-disk space for installation;

additional free space required during installation • 1024768 display (1280800 recommended) with

32-bit video card• Adobe Flash Player 10 required to export SWF fi les• Internet connection and registration are necessary for

required software activation, membership validation, and access to online services.*

Mac OS• Multicore Intel processor• Mac OS X v10.6.8, v10.7, or v10.8• 2 GB of RAM (8 GB recommended)• 2.6 GB of available hard-disk space for installation;

additional free space required during installation • 1024768 display (1280800 recommended) with

32-bit video card. Supports Retina display.• Adobe Flash Player 10 required to export SWF fi les• Internet connection and registration are necessary for

required software activation, membership validation, and access to online services.*

* Th is product may integrate with or allow access to certain Adobe or third-party hosted online services. Adobe online services, including the Adobe Creative Cloud™ service, are available only to users 13 and older and require agreement to additional terms and Adobe’s online privacy policy. Th e applications and online services are not available in all countries or languages, may require user registration, and may be subject to change or discontinuation without notice. Additional fees or membership charges may apply.

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