The original text Four GREP styles have now been added to this paragraph style. Click the @ menu to choose text patterns, and InDesign types the code for you. The updated paragraph style applies Old Style formatting to numbers, small caps to words of three or more capped characters, additional tracking before and after em dashes, and a dierent font and color to text in parentheses. rightmost column to type a character or view a pop-up menu of options. is setting determines where the character formatting ends. Below the Nested Styles section of the pane or dialog box, you can specify line styles, which let you apply character styles to specic lines in a paragraph. For example, you might make a character style that applies Small Caps formatting, and then use the Line Styles section to apply that character style to the rst line of the paragraph. Working with GREP  is a set of codes that let you dene a text pattern—for instance, all words that begin with “a” and end with “e.” You can use  to search for and replace text based on patterns by choosing Edit > Find/ Change and then clicking the  tab of the Find/Change dialog box. InDesign Help lists all the  codes; alternatively, you can choose from the options in the menu in the dialog box. If you want to save the Find/Change query, you can click the Save Query button, and then later recall it from the Query pop-up menu. InDesign can also apply text styles to text inside a paragraph based on  patterns. You could use this feature, for example, to change the font or color of any text inside brack- ets in the paragraph. To create a  style, choose  Styles from the Control panel menu (or the  Style pane of the Para- graph Style Options dialog box, when you’re dening a paragraph style). en click New  Style, choose a character style from the Apply Style pop-up menu (if you haven’t dened a character style yet, you can choose New Character Style from the pop-up menu), and type the  code into the To Text eld. Important Techniques 43 The original text, unformatted. All eight text frames are selected with the Selection tool. The context menu oers to apply the rst paragraph style and the subsequent styles. Each paragraph style (one for each paragraph) points to the next style. The nal formatted text, all formatted in a single step. Applying Successive Paragraph Styles e Apply <Style Name> en Next Style feature lets you format an entire story that uses several dierent para- graph styles—all in a single action. To use this feature, create a sequence of linked paragraph styles using the Next Style option in the General pane of the New Paragraph Style dialog box. en select a range of paragraphs with the Type tool, or select an unthreaded text frame with the Selection tool. Finally, right-click (or Control-click with a one-button mouse in Mac OS) on the rst para- graph style you want to apply, and choose Apply <Style Name> en Next Style from the context menu. You can also use this feature as part of an object style denition in the Paragraph Styles pane of the Object Style Options dialog box. Bullets and Numbering You can add bullets or sequential numbering to selected paragraphs by clicking the Paragraph Formatting Controls icon in the Control panel and then clicking either the Bulleted List ( ) or Numbered List ( ) button in the Control panel. To con- trol formatting, styles, or positioning of the bullets or numbers, choose Bullets And Numbering from the Control panel menu. You can apply automatic bullets or numbers as part of a paragraph style by choosing the Bullets And Num- bering pane of the Paragraph Style Options dialog box. For more on bullets and numbering, including how to make multilevel lists and numbered lists across mul- tiple nonthreaded text frames, see InDesign Help. Placing Text on a Path InDesign lets you place text along any path—even along the edge of a closed frame. Aer creating a path or frame, select the Type On A Path tool, which is paired with the Type tool in the Tools panel. Move the pointer over any position on the path, and when the plus sign (+) appears, click. If you click and drag the pointer along the path before you release the mouse button, text ows only along the part of the path on which you clicked and dragged. If you switch to the Selection tool, three bracket lines are displayed on the type path: one at each end, and a shorter one at the midpoint. Click 44 Adobe InDesign CS4 | Conversion Guide To add a note to text—whether in a story or in a table—place the text cursor (circled above), and then click the New Note button in the Notes panel or choose Type > Notes > New Note. Notes are especially easy to read in a Story Editor window. and drag these bracket lines to adjust the placement of type along the path. You will also see the in and out ports of the path, indicating that you can thread text to or from another path or another frame. Choose Type > Type On A Path > Options to display the Path Type Options dialog box, which lets you control the placement of the type relative to the path. Story Editor InDesign provides the Story Editor (Edit > Edit In Story Editor), which oers built-in word processing sup- port. e Story Editor is especially useful for working with small text, overset text, tables, and long stories that span several pages. You can view changes in the layout as you make them in the Story Editor. You can customize how the Story Editor displays text by adjusting the settings in the Story Editor Display pane of the Preferences dialog box. Note that if you use the keyboard shortcut Command+Y (Mac OS) or Ctrl+Y (Windows), InDesign toggles between the document window and the Story Editor window, matching the cursor position between the two windows. Adding Notes to Text You can add a note to any text story by placing the text cursor in the position you want the note, open- ing the Notes panel (Window > Type & Tables > Notes), and clicking the New Note button in the panel. You can also convert any text to a note by selecting it and choosing Type > Notes > Convert To Note. Notes are helpful when working with others in an editorial workgroup. You can see notes in the Story editor or the Notes panel. ey also appear in the document window as a small hourglass icon —move the cursor over the icon to see the note. Important Techniques 45 Anywhere you can type text, you can insert a note, including in a table. Notes can also be seen and created in Adobe InCopy (see “Supercharging Your Workow” on page 50). Creating Conditional Text When you have to build two or more publications that are very similar, but in which the text is slightly dierent, it is cumbersome to create, main- tain, and store multiple les on disk. Instead, you can create a single docu- ment and use the Conditional Text panel to hide and show text. For example, you could create a cata- log with three dierent prices for each item, and each price assigned a dierent condition. When you want to print the catalog with the rst set of prices, simply turn o the visibility of the other two conditions in the Conditional Text panel. Once you create a condition in the Conditional Text panel, you can select any text and click the condi- tion in the panel to assign it. To assign a condition to an image or other nontext object, rst make it an inline or anchored object. Cross-References One of the most time-consuming aspects of laying out a long docu- ment—whether a book, a catalog, or a magazine—has traditionally been managing the cross-references. For example, if the text says, “See Figure - on page ” you will need to update that when the gure or page number changes. Fortunately, you can quickly create and update cross-references with the Cross-References panel (Window > Type & Tables > Cross-References). To insert a cross-reference (some- times called an x-ref) at the current text cursor position, click the New Cross-Reference button in the Cross-References panel. Later, if the cross-reference becomes out of date, you can refresh it by clicking the Update Cross-References button . Master Pages You can use master pages in InDesign the same way you use them in Quark XPress, but you will be missing many opportunities for enhancing your eciency. For example, you can base one mas- ter page on another. Let’s say you are laying out a catalog that has ve sections, each with a dierent back- ground page color. You could put the objects that you want on all pages (page number, headers, and so on) on master page “A,” and then cre- ate ve master pages based on that one—putting a dierent colored background on each. When you need to make a change to master page “A,” then all the other master pages change, too. To base one master page on another, use the Based On Mas- ter pop-up menu when creating a master page, or select a master page and choose Master Options from the Pages panel menu. You can apply a master page to more than one document page at a time by choosing Apply Master To Pages from the Pages panel menu. To copy a single master page from one document to another, make sure both document windows are visible at the same time. en, make the document with the master page the active document, and drag the master-page icon from the Pages panel to the other document window. To copy all the master pages from one document to another, open the destination document as the active document, choose Load Master Pages from the Pages panel menu, and then select the document that contains the master pages. 46 Adobe InDesign CS4 | Conversion Guide The original document contains dozens of frames with a gray background. After clicking Change All, the targeted frames are converted. The Object tab of the Find/Change dialog box lets you search for and replace any kind of object formatting. In this case, Find Object Format is set to the background ll color, and Change Object Format is set to a dierent ll color and applies a 1-point stroke. Find/Change Object Formatting e Find/Change feature (Edit menu) lets you search for and replace not only text, but object formatting as well. e Object tab in the Find/ Change dialog box oers two elds: Find Object Format and Change Object format. Click inside these elds to edit them. For example, you can search for all objects that are lled with a yellow swatch and replace that ll with a red-to-white gradient swatch. Rebuilding Default Preferences InDesign stores information for plug-ins, features, and the appli- cation itself in its preference les, such as the InDesign Defaults le. A damaged preference le can cause InDesign, or InDesign les, to behave erratically. You can re-create the preference les by holding down Shi+Option+Command+Control (Mac OS) or Shi+Alt+Ctrl (Win- dows) when starting InDesign, and then click Yes when asked if you want to delete your preference les. Rebuilding a Document with INX or IDML Aer opening a QuarkXPress (see “Opening QuarkXPress Files” on page 17) or an Adobe PageMaker® le in InDesign, it’s oen helpful to rebuild the le via the  or  format. Choose File > Export, give the le a name, choose InDesign Markup () or InDesign CS Interchange () from the Format pop-up menu, and click Export. en choose File > Open to open the  or  le you created. is rebuilds the le and strips out any potential corruption that came from the original document. If you are not sure about the his- tory of a le, hold down Command (Mac OS) or Ctrl (Windows) and choose About InDesign from the InDesign menu (Mac OS) or the Help menu (Windows). e Docu- ment History section of the Adobe InDesign Component Information dialog box can tell you about the background of the current le. Important Techniques 47 When you export a SWF le from InDesign, you can include the Page Curl eect. This lets the viewer drag pages as though turning a physical page. Rich, Interactive Documents Publishers increasingly need to transform static page layouts into interactive documents that extend editorial content through the use of animation, embedded video, and sound. InDesign oers many tools for creating interactive documents. InDesign also tightly integrates with Adobe Flash CS4 and Adobe Dreamweaver CS4, making cross- media publishing easier. You can add interactivity to your InDesign documents with fea- tures such as the Buttons panel, which lets you make rollovers and apply actions to your page objects. Choose Sample Buttons from the Buttons panel menu to view a set of predened buttons you can use in your documents. Other interactive features include the Page Transitions panel, the Bookmarks panel, and the Hyper- links panel (which also includes the ability to make hyperlinked cross- reference text), all of which you can nd in the Interactive submenu of the Window menu. Building a table of contents (Layout > Table of Con- tents) can also automatically add hyperlinked text to your document. You can also easily import movies and sounds—for example, MOV and AIFF les—using File > Place. Once placed, you can double-click the movie or sound object with the Selection tool to control how it will appear and play. You can then export your InDesign document as a fully interactive Adobe PDF or SWF le. Note that exported SWF les do not include movies or sound. If you need to build a more advanced interactive document, you can export your InDesign le in the Adobe Flash CS4 Professional (XFL) le format. This preserves the text, graphics, and layouts when the le is opened in Adobe Flash CS4 Professional. To export text and graphics for use in any HTML web-authoring appli- 48 Adobe InDesign CS4 | Conversion Guide After opening the exported XFL le in Adobe Flash CS4 Professional, the layout not only looks the same but remains editable. The original document in InDesign To transfer one or more pages of your layout to Flash CS4 Professional, export using the XFL interchange format. cation, choose File > Export For Dreamweaver. The XHTML Export Options dialog box lets you specify what content is exported (Selection or Document) and the format in which it’s exported. When you export to XHTML, all InDesign paragraph, character, and object styles are converted to CSS classes, so you can easily format the XHTML content using cascading style sheets. You can also export your le to the EPUB format, suitable for eBook readers such as Adobe Digital Edi- tions or Stanza on the iPhone. To do this, choose File > Export For Digital Editions. The Digital Editions Export Options dialog box lets you choose whether to base the EPUB le on XHTML or DTBook (an XML-based format from the Daisy Consortium that can help make content avail- able for visually impaired people). Rich, Interactive Documents 49 Supercharging Your Workflow In the fast-paced world of publishing, it’s essential that you nd ways to optimize your workow, whether you’re importing and formatting large amounts of text and graphics, working alongside editors, or collaborating with remote clients or colleagues. InDesign oers a number of features to help in these situations. Plus InDesign is highly extensible and customizable through the use of plug-ins and scripts. InDesign is the hub of your workow; taking some time to make that workow ecient is an investment that will pay dividends for years to come. DataMerge and XML To maximize protability, publishers must nd the most ecient ways to extract and store content in a format that can be reused. InDesign lets you import data from a database in several ways. e simplest method to import text and graphics from a database or spreadsheet is via the Data Merge panel (Window > Automation > Data Merge). is lets you import tab- or comma-delimited text les into a template that you create. For more complex data publishing, InDesign oers extensive  support. You can import, create, format, edit, and export  les using an inte- grated toolset that includes a Structure pane for viewing and managing tagged content, a Tags panel (Window > Tags) for creating and applying  tags to content, easy controls for mapping  styles to text styles (and vice versa), and optional use of Document Type Denition () les for dening and validating  structure. You can also use scripting to gener- ate and format InDesign pages based on imported , or apply an  transformation () when importing or exporting  content to make it easier to ow  into InDesign page templates or export it to a database or website. For more information, refer to Adobe’s website (www.adobe.com/ products/indesign/scripting). Share My Screen When working with others in remote locations, you can choose File > Share My Screen to create a virtual room, based on Adobe ConnectNow (now directly accessible from within InDesign), where you and two other participants can share a screen; chat via text, audio, or video; and share collaborative whiteboards. InCopy If you need powerful editorial col- laboration capabilities, Adobe oers Adobe InCopy CS, a professional writing and editing program that’s tightly integrated with InDesign CS. e combined power of InCopy and InDesign lets editorial and design sta—whether osite or onsite—work on the same le at the same time, without overwriting each other’s work. Designers retain complete con- trol over the design, and writers and 50 Adobe InDesign CS4 | Conversion Guide D A. Choose View > Structure > Show Structure to see the XML Structure pane. This lets you view a hierarchical outline of tagged document elements and imported XML content in your le. B. You can start with a blank template or tag text and images already in a layout. C. You can tag frames and content easily within the layout for import and export with the Tags panel (Window > Tags). D. Achieve the results you want on import through extensive XML import controls (File > Import XML), including the ability to link to XML les so you can update data quickly when the XML le changes. A B C Anything you can do in InDesign can be automated using a script. The Scripts panel displays a list of available scripts, and double- clicking a script in the panel launches the script. Flexible Publishing with XML editors can produce or edit copy in the context of the layout. For more information on InCopy, see Adobe’s website (www.adobe.com/ products/incopy). Plug-ins and Scripts Plug-ins and scripts add many func- tional features to InDesign that can increase your eciency. You can nd about  sample scripts by choos- ing Window > Automation > Scripts, and then opening the Applications > Samples > JavaScript folders inside the Scripts panel. ese scripts add features such as the ability to sort paragraphs alphabetically, split a frame into a grid of smaller frames, and place rounded corners on fewer than all the corners of a frame. Virtually every aspect of InDesign is scriptable through standard script- ing languages, including Java Script for cross-platform scripting, Apple- Script, and VBScript. Detailed script- ing guides are available on Adobe’s website (www.adobe.com/products/ indesign/scripting). For more information on nding and using third-party plug-ins and scripts, see “InDesign CS Resources” on page 52. Supercharging Your Workow 51 The growing popularity of InDesign has created an extensive community of service providers, trainers, plug-in developers, system integrators, and others who provide support for InDesign users. Whether you’re in the process of preparing to switch to InDesign or you’re already up and running, you can tap into a broad range of helpful resources. Support  Adobe’s website (www.adobe.com/ products/indesign) includes a wealth of information about InDesign. You’ll nd links to product information, customer stories, reviews, awards, events, seminars, and InDesign related downloads, as well as several support- and training-related links.  Adobe Community Help (http://community.adobe.com/help/ index.html) is an online service for instruction, inspiration, and support that enables you to nd answers to your InDesign and InCopy product questions.  e Adobe InDesign and InCopy Help and Support page on Adobe’s website (www.adobe.com/support/ products/indesign.html) includes links to top support issues, tutorials, support-related announcements, and user forums.  e Adobe Support User-to-User Forums home page (www.adobe. com/support/forums) includes links to user forums for all Adobe products, including InDesign and InCopy.  Locate print service providers, trainers, and developers world- wide who support InDesign using the Adobe Partner Finder (http:// partners.adobe.com). Training and Tutorials  Check out Adobe TV (http:// tv.adobe.com), a free online video resource for expert instruction and inspiration about InDesign and other Creative Suite products.  e Adobe InDesign CS Class- room in a Book® contains a series of self-paced, project-based les- sons. For information, visit us online (www.adobepress.com).  e Adobe Creative Suite  Video Tutorials that are included with InDesign or accessible on Adobe TV (http://tv.adobe.com) let you learn more about any of the Creative Suite  applications, including InDesign CS.  Total Training (www.totaltraining. com) provides comprehensive InDesign CS training videos so you can get up to speed quickly and easily.  Lynda.com (www.lynda.com) oers several InDesign CS train- ing videos as part of its online training library.  Visit the Adobe InDesign Training Resources page (www.adobe.com/ support/training/products/indesign. html) for a variety of training resources. Third-Party Plug-ins  Learn about third-party plug-ins for InDesign CS (www.adobe. com/products/plugins/indesign).  Learn about third-party plug-ins for InCopy CS (www.adobe.com/ products/plugins/incopy). InDesign CS4 Resources 52 Adobe InDesign CS4 | Conversion Guide [...]... panel  51 Text Frame Options  10 Text on a path  44 Text Wrap  8, 16, 41 Threading text frames  8, 13 Tools panel  11 Top 10 Reasons to Use InDesign Instead of QuarkXPress 4 Training and tutorials  5, 52 Transparency effects  30–32, 53 Usage dialog box  9 White  8 Workspaces  12 XHTML  49 XML  50 X-refs  46 XTensions See Plug-ins Zooming  20    Index  55 56   Adobe InDesign CS4 |  Conversion Guide InDesign. .. Adobe InDesign CS4 |  Conversion Guide InDesign Conversion Cover (variable spine width) Finished size: 7 .5 width x 8.4 height 4 color process back front ADOBE INDESIGN CS4 ® ® Conversion Guide A hands-on resource for switching from QuarkXPress to InDesign CS4 Adobe Systems Incorporated 3 45 Park Avenue, San Jose, CA 951 10-2704 USA www .adobe. com 950 12 052 2/09 ... A9_updates_july08.pdf) InDesign Family ■■ Learn more about Adobe InCopy CS4 and the InDesign and InCopy workflow (www .adobe. com/ products/incopy) ■■ Learn more about InDesign CS4 Server and its role in the publishing workflow (www .adobe. com/ products/indesignserver) Other Resources ■■ Find additional information about switching from QuarkXPress to Adobe InDesign CS4 (www .adobe. com/products/ indesign/ switch)... Conditional text  46 Content tool  6 Control panel  6 Convert text to outlines  41 Copying and pasting  22, 24 Cropping  23 Cross-references  46 Data Merge  50 Digital Editions  49 54   Adobe InDesign CS4 |  Conversion Guide Display Performance  25 Distiller See Acrobat Distiller Document Layout palette See Pages panel Drop Shadow  30 Edit Original  25 Exporting PDF files  35 Eyedropper tool  39 Feather  30... built on top of core Adobe InDesign technology (www .adobe. com/products/ indesign/ integrated) ■■ Peruse InDesign Magazine, a bimonthly PDF periodical devoted entirely to InDesign and the growing community of InDesign professionals (www.indesignmag com) for details Also, sign up for a free weekly InDesign tip (www.indesignmag.com/Content.asp/ id/tipoftheweek-2009) ■■ Keep up to date on the latest InDesign. .. designcenter)    InDesign CS4 Resources  53 Index Accessibility  49 Acrobat Distiller  35 Adobe Dreamweaver  48 Adobe Flash  48 Adobe Illustrator  24, 26 Adobe InCopy  50 Adobe PDF Print Engine  32 Adobe Photoshop  26 Anchored objects  40 Background Color See Fill Bevel And Emboss  30 Bézier paths  40 Blending Mode  30 Blends  8, 38 Book files  18 Bookmarks  48 Boxes See Frames Bullets  44 Buttons  48 Character... how to get the most out of InDesign CS4 (www .adobe. com/events) ■■ Check out the next date for the InDesign Conference, a gathering of leading InDesign experts (www mogo-media.com) ■■ Looking for InDesign blogs and podcasts? Explore our blogs page (www .adobe. com/products/ indesign/ blogs) ■■ Check out the Adobe Design C ­ enter for the latest InDesign tips and tricks from community experts (www .adobe. com/...Automation ■■ For information on how to automate publishing with InDesign using XML, IDML, and scripting, check out the scripting page (www .adobe. com/products/ indesign/ scripting) Guides ■■ Learn more about working with transparency in Creative Suite with helpful guides (www .adobe. com/ studio/print) ■■ For more information on a JDFenabled workflow, check out a useful Job Ticket guide (www .adobe. .. bookstores (www.amazon.com, www barnesandnoble.com, or others) to search for books about InDesign CS4 ■■ Explore the Adobe Print Resource Center (www .adobe. com/print) to learn more about print publishing technology, partner solutions, and Adobe products ■■ Join one of the InDesign User Groups that have formed in major cities across the world (www.indesignusergroup.com) ■■ Learn about layout and editorial... PSD files  26 QuarkXPress files  17 Quick Apply  42 Resizing  14, 23 Resources  52 RGB images  39 Rotate Spread View  18 Rounded corners  40 Runaround See Text Wrap Save backward  9 Scaling images  23 Scripting  51 Selection tools  6, 14, 36–37 Separations Preview  32 Share My Screen  50 Shortcuts  15 Smart Guides  16, 37 Sound files  48 Spot colors  9, 37, 39 Starbursts  7 Story Editor  45 Stroke  8, . Index 55 56 Adobe InDesign CS4 | Conversion Guide ADOBE ® INDESIGN ® CS4 Conversion Guide A hands-on resource for switching from QuarkXPress to InDesign CS4 Adobe Systems Incorporated 3 45 Park. the type relative to the path. Story Editor InDesign provides the Story Editor (Edit > Edit In Story Editor), which oers built-in word processing sup- port. e Story Editor is especially. opened in Adobe Flash CS4 Professional. To export text and graphics for use in any HTML web-authoring appli- 48 Adobe InDesign CS4 | Conversion Guide After opening the exported XFL le in Adobe