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Page 1: GUIDE TO USING Adobe InDesign - University Of Illinoisjour425.media.illinois.edu/config.pdf · GUIDE TO USING Adobe InDesign . ... marked to be in that style in InDesign if imported

multimedia editing and

multimedia editing and

GUIDE TO USING

Adobe InDesign CC 2018

Version 18.08.25.16 © Eric Meyer

Page 2: GUIDE TO USING Adobe InDesign - University Of Illinoisjour425.media.illinois.edu/config.pdf · GUIDE TO USING Adobe InDesign . ... marked to be in that style in InDesign if imported

Chrome Excel Animate Acrobat Preferences CoursesFinder Word Illustrator Photoshop Komodo Calculator

Powerpoint InDesign FileZilla Dictionary Trash

—1—

multimedia editing andmultimedia editing and

Configuring your computer

Enable Windows-style right-click, which is especially useful in InDesign.

Avoid Safari

Eliminate extraneous programs from your dock and drag

onto it programs from Finder that we actually will use.

Click to remove checkmark or select “Remove from Dock”

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Chrome Excel Animate Acrobat Preferences Courses Powerpoint InDesign FileZilla Dictionary Trash

—1—

IMPORTANT: From a lab computer, run InDesign then completely quit the program; don’t justminimize it. Next, log onto the Courses folder via a script in the Applications folder of the Finder.

Navigate to the JOUR 425 folder, then the Meyer folder, and copy

both the SETTINGS folder and the SetupJOUR425

script to your desktop and do

what's explained on the next two pages.

You cannot do this from your personal computer and must repeat these steps whenever you move to another computer in the lab.

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multimedia editing andmultimedia editing and

Configuring InDesign preferences

If asked, be sure to type your network ID, not your full name, which may be pre-filled.

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Inside a folder with its name, double-click to run Adobe InDesign, create a new file, then completedly quit the program. Do NOT just minimize it.

Run the Courses script to connect to the lab’s file server. Navigate to the JOUR425 / Meyer folder, and drag BOTH the SETTINGS folder and the SetupJOUR425 script to your computer’s desktop.

In Applications / Utilities, run the Termi-nal program and type these commands exactly as shown:

cd ~/Desktop chmod 777 SetupJOUR425

./SetupJOUR425

Configuring Macs for JOUR 425

— 2A —

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This is what a successful configuration will look like. The computer number and net-work ID will differ, but there will be no error listed after the “unless error is noted” line:

This is what an unsuccessful configuration will look like. An error message like the one below will appear after any of the commands you type. If so, repeat the entire Termi-nal section of the instructions.

This process is not guaranteed to work outside the lab. In theory, however, it should, if you obtain the SETTINGS folder and the SetupJOUR425 script from the lab and copy them to the desktop of a Mac running the same versions of software. Log off and log back onto your Mac for all of the changes to be implemented.

—2B —

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Except for notes on Pages 7, 8 and 18, settings through those on Page 22 may not needed if you run the Setup script from a lab computer.

Run InDesign and select Preferences, then each of the individual groups of preferences at left, matching all of the settings shown here.

multimedia editing andmultimedia editing and

Configuring InDesign preferences

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Unless you are working with a freshly installed program, verify all settings even though only key settings that change from program defaults are highlighted.

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multimedia editing andmultimedia editing and

Configuring InDesign preferences

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multimedia editing andmultimedia editing and

Configuring InDesign preferences

After adjusting the settings on this page, click OK and restart the process. If you don’t, the computer will convert some of the vertical measurements to picas after you type them. It won’t damage anything. The settings will be correct even if they are in different units of measure from what’s shown on the next pages. They will automatically convert to the preferred units of measurement indicated here when you press OK.

—5—

About units of measureIn desktop publishing, a pica is 1/6 of an inch and a point is 1/12 of a pica or 1/72 of an inch. The computer uses a non-digital shorthand when referring to picas and points: 12p10 means 12 picas and 10 points while 12p1 means 12 picas and 1 point. InDesign will automatically convert entries made in different types of units (in, p, pt, mm, etc.)

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multimedia editing andmultimedia editing and

Configuring InDesign preferences

Be sure to match all settings on this page. You may later

want to change the View Threshold to make the

baseline grid show up in views of less than 100 percent.

Selecting Custom... will open the second dialog.

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multimedia editing andmultimedia editing and

Configuring InDesign preferences

—7—

More preferences to set.

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multimedia editing andmultimedia editing and

Configuring InDesign preferences

Enabling Autocorrect will cause the word

list to appear.

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multimedia editing andmultimedia editing and

Configuring InDesign preferences

No changes are needed in the Story Editor

Display section.

IMPORTANT

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multimedia editing andmultimedia editing and

Configuring InDesign preferences

This concludes the preference settings but not all the settings that need to be made.

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IMPORTANTAlways double-check these settings as a mistake here can have significant impact on a project. Do not confuse these settings with the size of paper in the printer. Multiple pieces of paper typically are “tiled” together when printing a broadsheet newspaper page in the lab. These settings are for the finished, “tiled” size.

multimedia editing andmultimedia editing and

Defining a preset page size

—11—

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Use the Window menu to drag and drop standard panels onto the panel dock at the right of your screen, making it easier to follow along during demonstrations.

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multimedia editing andmultimedia editing and

Establishing a standard workspace

Additional panels for the dock may be found under these submenus.

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Save the workspace under the name BMDC STANDARD.

If you ever lose any of your panels, you can instantly restore the workspace to its saved settings by selecting Reset BMDC STANDARD from this same menu.

multimedia editing andmultimedia editing and

Establishing a standard workspace

KEY TIP

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multimedia editing andmultimedia editing and

Specifying how documents will print

If working in the Room 31 computer

lab, establish a printer preset for that lab’s

color printer.Most settings should

default to correct values. Only the Setup section typically needs

to be adjusted.However, other settings

may need to be adjusted – the most

likely being Composite CMYK under Output.

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multimedia editing andmultimedia editing and

Specifying how documents will print

Create a second preset for black-and-white (grayscale) printing. The settings are all the same except for the printer name and (though it

usually will default properly) Composite grayscale under Output.

After you have established these presets, instead of going to Print, go directly to Print presets immediately above Print on the File menu and select one of the

presets you created. This will ensure that your document prints properly.

KEY TIP

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multimedia editing andmultimedia editing and

Specifying how PDFs will be created

Whether you work from the lab or somewhere else, it’s important to create PDFs properly. Establishing a preset called BMDC STANDARD will allow any computer with InDesign and Acrobat to create PDFs of the proper size.

Additional settings (see next page)

are needed under other tabs at left.

IMPORTANT

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multimedia editing andmultimedia editing and

Specifying how PDFs will be created

Complete the settings for your PDF preset.

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multimedia editing andmultimedia editing and

Specifying how to import from Word

Create a new document and File / Place any Word document while (for

one time only) checking Show Import Options, then make these changes.

D

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multimedia editing andmultimedia editing and

Loading stylesheets created for this class

If you perform this step with a file open, the stylesheets will be installed in that file only. If you perform the step with no file open, all new files created after that will have the stylesheets by default. The master template may be found in the Courses folder.

IMPORTANT

Afterward, repeat procedure with Object styles instead of Paragraph styles.

END OF ITEMS AUTOMATICALLY CONFIGURED BY SCRIPT

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multimedia editing andmultimedia editing and

Using stylesheets

What are they?Paragraph and character styles are similar to <div class=””> and <span class=””> styles

in HTML/CSS. They also work identically to style sheets in Microsoft Word and various RTF text editors. A paragraph or character marked to be in a certain style in Word or an RTF document will also be

marked to be in that style in InDesign if imported with the options on Page 18. This means no need to mark up imported content.

It also means that every byline, turnline or other typographic standard is always the same without the designer having to duplicate settings (and potentially missing something that might cause it to look or behave differently).

Are there other advantages?Even if a stylesheet isn’t a perfect match for what you want, you can create a variant effect by right-clicking a style,

copying it, giving it a new name and editing the style to make any changes are desired. You thereby take advantage of the style’s other defaults and don’t have to completely reinvent the style.

Invoke an altered style by selecting what you want to appear in that style, then clicking on the style name.Somewhat as with HTML/CSS styles, stylesheets also “cascade” – that is, stylesheets can be based on each other.

For example, in the class stylesheets, Byline, Flush Left and Flush Right all are based on Cutline. If you wanted to change the typeface in all four of them, you would have to change only the “base” style, Cutline.

Any problems to look out for?If there is a + in the highlighted style name when you click on an object, it means something about the style

has been manually overridden. You can restore the original style for that item by right-clicking the style name and selecting Clear Overrides. This exists to alert you to any problems.

If you select a piece of text with a + in the highlighted style name, right-click that name and select Redefine style, whatever format changes you made will propagate to all items in your document marked in that style. Used advisedly, this can be a significant plus. Used accidentally, it can confuse your project. If that happens, repeat Page 19.

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This is a test headline for an example storyThis is a summary deck

appearing beneath itBy SALLY STUDENT

of the class

Now is the time for all good students to come to the aid of the style sheet that will save them time and help them pro-

duce professional quality work without having to manually code much of anything.

This is a rtest of the Emer-gency Alert System. This is on-ly test. Had this been an actu-al emergency, you would have been instructed to bend over and kiss your arse goodbye.

Paragraph stylesHeadline

Deck Byline CreditBody type

Key tips � Manually adjust point

size to get different sizes of type.

� Use Shift-Return rather than Return to manually insert a line break.

Object style: Justified / Standard measure

Important strategies � Use as few text boxes as possible. The example above consists of only one text box. The styles take

care of all internal spacing and creating columns and gutters for type other than the headline. � Use separate text boxes only if inserting material would require interrupting the original flow of

text, which would require redoing all your work if the text were updated. This generally applies to graphics, pictures, pull (or box) quotes and continuation (or turn and from) lines.

� This is an example of para-graph style BULLETS.

Cutline kickerCUTLINE CREDIT

This is an example of paragraph style CUTLINE.

THIS IS an example of paragraph style DROP CAP. A similar version,

in larger type, is called EDITO-RIAL, with subsequent lines in EDITORIAL continues.This is an example of paragraph style Ender

Flush left

Flush right

Graphic headlineThis is an example of para-graph style GRAPHIC chatter.

� This is an example of para-grapgraph style GRAPHIC bullets.

GRAPHIC CREDIT

KickerHeadline

LIST HEAD

List subhead � This is an example of paragraph style

LIST bullets.

LIST tab leader . . . . . . . . . . . . . . . . . . . . . .0LIST multi-tab 0 0 0 0 0 0 - 0 0 0

LOGOLOGO ENDS

SkyboxThis is an example of SKYBOX teaser.

SKYBOX page

Subhead

PLEASE SEE WORD PAGE 10

“Balls! If I had to, I’d be king!”

— QUEEN

Object stylesTurnline

0.25 rule, white fill

Pull quote

Object styles control such things as number of columns and space between them, vertical justification, text wrap, stroke (lines) and shading (fill) for boxes and lines (rules), and can invoke “nested” paragraph styles that change typography based on number of words, line breaks, etc.

Shift-enter to add source

multimedia editing andmultimedia editing and

Examples of class stylesheets

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—22—

Shift-enter to add source

multimedia editing andmultimedia editing and

Examples of class stylesheets

� This is an example of para-graph style BULLETS.

Cutline kickerCUTLINE CREDIT

This is an example of paragraph style CUTLINE.

THIS IS an example of paragraph style DROP CAP. A similar version,

in larger type, is called EDITO-RIAL, with subsequent lines in EDITORIAL continues.This is an example of paragraph style Ender

Flush left

Flush right

Graphic headlineThis is an example of para-graph style GRAPHIC chatter.

� This is an example of para-grapgraph style GRAPHIC bullets.

GRAPHIC CREDIT

KickerHeadline

LIST HEAD

List subhead � This is an example of paragraph style

LIST bullets.

LIST tab leader . . . . . . . . . . . . . . . . . . . . . .0LIST multi-tab 0 0 0 0 0 0 - 0 0 0

LOGOLOGO ENDS

SkyboxThis is an example of SKYBOX teaser.

SKYBOX page

Subhead

One of the commonly used object styles is Turnline, which uses nearly all these capabilities to set up a continuation line from Page 1 that not only steps through various fonts, sizes and weights but also creates an appropriate text wrap and alignment to the bottom. Paragraph styles, like the examples at left, control font face, size, ledding (space between lines), rules (lines) above and below, paragraph indents, tabs, alignment and many other things Character styles are rarely used directly, more often being invoked by “nested” paragraph styles. Two exceptions: Fraction, which creates proper looking fractions, and Swash, which uses fancy alternative letterforms contextually. They work only in OpenType fonts.

Kicker

Headline

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—23—

Important strategies � Use the Zoom tool (or Command 1) to view your page at 100 percent size and show the

baseline grid — but not the document grid. Separate but related elements should be exactly one grid line apart vertically. The grid lines are the same spacing as gutters are horizontally. Unrelated items may be further apart but never closer together.

� Other settings shown here cause boxes you draw to automatically snap to grids and guides and display temporary “helper” guides that let you visually know whether two or more things line up. Of course, you also can use the Align panel to make sure. Don’t guess. Let the computer verify that all your alignments are correct.

multimedia editing andmultimedia editing and

Using grids and guides

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multimedia editing andmultimedia editing and

Importing text onto a page

1

2

Select the type tool.

Draw a box where you want the

type to be imported.

Go to File / Place or use the shortcut key to select

the file to import.

DYou can import multiple files by skipping steps 1 and 2. InDesign will create one-column boxes to the bottom of the page for each file every time you click.

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Import pictures using the exact same techniques. Always crop pictures first, then size them.

IMPORTANT

Place photo.

2Using Selection

tool, push in or out on each corner handle to crop photo

shift

Hold down Command and Shift while pushing in or out any any corner handle to resize the image.

After you have it properly sized, invoke any desired object styles such as 0.25 rule, white fill to create a border around the picture.Do not let up on Shift or use the

Direct Selection tool by mistake. If you do, the picture will be

stretched or squished and will need to be re-imported and re-sized.

multimedia editing andmultimedia editing and

Cropping and sizing photos

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multimedia editing andmultimedia editing and

Other useful features

Select two or more objects by holding down Shift when

selecting them, then use the Align panel to line them up or

space them equally apart, as shown by the icons on the panel.

Use Text Wrap to make an object in front of a text box cause the type within that box to be pushed out of the way, with the margins specified in the panel.The “chain” icon makes all margins the same or allows them to differ.

Rearrange the “stacking order” of objects on the page by using

the Object / Arrange menu

Also make note of the Glyphs panel and the Type / Insert Special Character menus to locate special symbols.

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What key tools do

Select, resize or move a box

Select box’s contents or move individual corners of box

Create text box or alter text within it

Draw a line; Shift constrains line to 45 degree angles

Create an area that will contain an image

Draw a rectangle; hold down to change to an oval

Move around on pageZoom in or, with Option, zoom out

Color filling box or lettersColor outlining box or lettersFlipflop outline and fill

Whether color is for box... ...or for type within itSolid color No color (transparent)

Print previewShow non-printing guidelines

For a line or outline to be visible, it needs both a non-white color and a weight, set via the Stroke panel. A stroke of 0 pt is not visible. The lightest stroke

normally used is 0.25 point. Note its used in the Object Styles.

Also be aware that lines above or below type often are controlled via the Rule Above, Rule Below or Underline features found in Paragraph Styles. Lines created that way are automatically placed a specified distance from text and do

not need to be redrawn if the text changes. Always look for features like that.