Chapter 2: Working with Windows and Views 55 Setting object display options Generally, you’re going to want to display the objects you’ve placed on your pages. After all, what appears on-screen is what gets printed, right? Not exactly. For example, text and graphic frames appear on-screen with blue borders, even if they’re empty, but the borders don’t print. In addition to the six zoom commands (covered earlier in this chapter), there are several commands that affect how objects appear: l View ➪ Extras ➪ Show/Hide Frame Edges (Control+Ô+H or Ctrl+H): When you choose Hide Frame Edges, text and graphics frames do not appear with a blue border. Additionally, an X does not appear in empty graphics frames when frame edges are hid- den. You might want to hide frame edges to see how a page will look when printed. Tip When you move an object by clicking and dragging, you have the choice of displaying the entire object (including the contents of a frame) or displaying only the bounding box. If you begin dragging immediately after clicking to select an object, only the bounding box appears as you drag. If you pause after clicking an object until the stem of the arrow pointer disappears and then begin dragging, the entire object appears. n l View ➪ Extras ➪ Show/Hide Text Threads (Option+Ô+Y or Ctrl+Alt+Y): When you choose Hide Text Threads, the indicator arrows that connect text frames through which a single story flows do not appear. You thus can’t quickly tell what the text flow is, but you also no longer have those distracting arrows on-screen. l In the Pages panel’s flyout menu, choose View ➪ Show/Hide Master Items. When you choose Show Master Items, any objects on the currently displayed document page’s mas- ter page appear. When you choose Hide Master Items, master objects on the currently dis- played page are hidden. This command is page-specific, so you can show or hide master objects on a page-by-page basis. l View ➪ Extras ➪ Show/Hide Notes: This shows or hides notes embedded in text (see Chapter 19). l View ➪ Extras ➪ Show/Hide Hyperlinks: This shows or hides the hyperlink display styles set for your hyperlinks (see Chapter 33); if no such hyperlink display styles are set, this command does nothing. l View ➪ Extras ➪ Show/Hide Live Corners: This shows or hides the control point on frames that lets you reshape their corners with the mouse (see Chapter 12) l View ➪ Extras ➪ Show/Hide Content Grabber: This shows or hides the doughnut- shaped icon that lets you more easily select overlapped objects (see Chapter 13). l View ➪ Show/Hide Rulers (Ô+R or Ctrl+R): This shows or hides the horizontal and vertical ruler. l View ➪ Grids & Guides ➪ Show/Hide Guides (Ô+; [semicolon] or Ctrl+; [semicolon]): This shows or hides margin, column, and layout guides. 08_607169-ch02.indd 5508_607169-ch02.indd 55 4/22/10 7:40 PM4/22/10 7:40 PM Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. Part I: Welcome to InDesign 56 l View ➪ Grids & Guides ➪ Show/Hide Baseline Grid (Option+Ô+' [apostrophe] or Ctrl+Alt+' [apostrophe]): This shows or hides the baseline grid established in the Grids pane of the Preferences dialog box. You can access this pane on a Mac by choosing InDesign ➪ Preferences ➪ Grids or pressing Ô+K; choose Edit ➪ Preferences ➪ Grids or press Ctrl+K in Windows. l View ➪ Grids & Guides ➪ Show/Hide Document Grid (Ô+' [apostrophe] or Ctrl+' [apostrophe]): This shows or hides the document-wide grid established in the Grids pane of the Preferences dialog box. Note that some of these menu option names toggle between Show and Hide each time you select them. Therefore, if the menu option begins with Hide, it means that attribute is currently being displayed; if it starts with Show, it means the attribute is currently not being displayed. New Feature The Show/Hide Frame Edges, Show/Hide Text Threads, Show/Hide Notes, and Show/Hide Hyperlinks menu options have been moved from the View menu to the new Extras submenu in the View menu. The Show/Hide Live Corners and Show/Hide Content Grabber options are new to InDesign CS5. n Cross-Reference Chapter 3 explains how to set grid and guideline defaults. Chapter 7 explains how to use grids. Chapter 10 explains how to use guidelines. Chapter 12 covers live corners, while Chapter 13 covers the content grabber. n Using screen modes As Chapter 1 noted, InDesign has five screen mode options at the bottom of the Tools panel, which you can also access by choosing View ➪ Screen Mode ➪ submenu. The Normal screen mode is the view you usually work in, so the pasteboard, frame edges, text threads, and the like are visible as you work, to make object selection and manipulation easier. (As noted earlier in this chapter, you can separately control which of those InDesign indicators dis- plays when in Normal screen mode.) The Preview mode shows the document as if it were printed or exported to a PDF or Flash file, so you can see what the user will see. You can still edit and otherwise manipulate your layout in this screen mode, but you can’t see layout aids such as frame edges except for that of the currently selected objects. The Bleed and Slug modes are variations of the Preview mode that show any objects in the bleed or slug areas beyond the page boundaries; Chapter 4 explains bleeds and slugs. New Feature The Presentation screen mode is new to InDesign CS5. It lets you show your InDesign layout as if it were a slideshow, such as for making client presentations either in person or over a screen-sharing service. (If you use a screen-sharing service, initiate the sharing session first, then switch to the Presentation screen mode.) n 08_607169-ch02.indd 5608_607169-ch02.indd 56 4/22/10 7:40 PM4/22/10 7:40 PM Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. Chapter 2: Working with Windows and Views 57 The new Presentation screen mode (which you can also access by pressing Shift+W, as long as the Type tool is not active) presents your layout as a slideshow, so you can navigate through it using the same key presses as you would with Microsoft PowerPoint, or Apple Keynote, as Table 2.1 shows. TABLE 2.1 Presentation Screen Mode’s Navigation Keys Action Key Press Mouse Click Go to next spread →, or Page Down or PgDn click Go to previous spread ←, or Page Up or PgUp Shift+click, or Control+click or right-click Go to first spread Home none Go to last spread End none Like Preview mode, Presentation mode hides all InDesign indicators and shows just what the reader would see in the final pages. However, unlike Preview mode, Presentation mode lets you change the background color of the screen; the background color appears between your monitor’s edges and the edges of the pages you are presenting. Press B to change the background to black, W to white, and G to gray (the default background color). To exit Presentation mode, press Esc. Summary InDesign can work with multiple documents simultaneously, with each document in its own docu- ment window. By default, each document window is accessed by clicking its tab, but you can dis- play document windows as floating overlapping windows or as tiles that all appear simultaneously. You can also have multiple windows open for the same document to see different pages at the same time or to show multiple views of the same page all at once. InDesign’s workspaces capability lets you save sets of panels and, optionally, their locations and any menu customizations. You can then switch among these workspaces as desired, to quickly get just the panels and menu customizations you want for the task at hand. InDesign provides several types of view controls. You can zoom in or out of your document using any of several options: the Zoom tool, the Zoom field, the Zoom Level pop-up menu, gestures, keyboard shortcuts, or the quick zoom function. 08_607169-ch02.indd 5708_607169-ch02.indd 57 4/22/10 7:40 PM4/22/10 7:40 PM Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. Part I: Welcome to InDesign 58 You can also scroll through your document to change the view focus using the scroll bars, the Hand tool, gestures, or the quick zoom function. InDesign also lets you control what layout aids appear for objects in your layout, such as frame edges, text threads, rulers, grids, and guidelines. And it lets you change screen mode, such as to preview what the layout will look like to a reader. 08_607169-ch02.indd 5808_607169-ch02.indd 58 4/22/10 7:40 PM4/22/10 7:40 PM Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. 59 CHAPTER Setting InDesign Preferences IN THIS CHAPTER Knowing where preferences are stored Setting preferences for documents and the application Customizing keyboard shortcuts and menu options Setting defaults for documents, text, and objects Creating default colors and styles A lthough you may not realize it, Adobe has made a variety of educated guesses about the way you work. For example, it assumes you work in picas, that you prefer low-resolution previews of images, and that you use typographers’ quotes. Adobe has also made decisions about the default properties of text, the default color swatches included with docu- ments, and the default attributes of some objects. In all cases, Adobe tried to make the defaults appropriate for most publishers. But no matter how much thought Adobe put into making these educated guesses, they don’t work for everybody. In fact, it’s unlikely that every single setting is appropriate for you. That’s why InDesign lets you set dozens and dozens of preferences, to make the program work the way you do. So no matter how tempted you are to jump in and start working, take a min- ute to prepare InDesign for the way you actually work. Working with Preferences Files InDesign stores preferences in several places. Some are stored in the docu- ments themselves, so they work as expected as they are moved from user to user. Others are stored in files on your computer and affect only you. Setting universal defaults One of InDesign’s best features is its ability to set universal defaults, meaning that each time you create or open a document, those preferences are used. However, this behavior is not automatic. 09_607169-ch03.indd 5909_607169-ch03.indd 59 4/22/10 7:46 PM4/22/10 7:46 PM Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. Part I: Welcome to InDesign 60 If you make changes to preferences — whether in the Preferences dialog box, in a panel, or in a menu — the preferences are applied to the current document. The next time you open that docu- ment, it uses those preferences. To make a preference apply to all new documents, you have to change that preference when no documents are open. Then they become universal preferences (you don’t even have to close InDesign for them to set). Well, almost universal: Documents created before you set those univer- sal preferences retain their own preferences just as do documents created by other people on their computers. To change universal preferences, make sure no document is open, and then change whatever pref- erences you want. InDesign Defaults file The preferences you set in InDesign, from measurement units to color-calibration settings, are all stored in the InDesign Defaults file: l On the Mac, this file is in the Users:current user:Library:Preferences:Adobe InDesign:Version 7.0 folder on the drive that contains the Mac OS X System folder. l In Windows XP, it is in the \Document and Settings\current user\ Application Data\Adobe\InDesign\Version 7.0 folder on the drive that contains Windows. l In Windows Vista and 7, it is in the \Users\current user\AppData\Local\ Adobe\InDesign\Version 7.0 folder on the drive that contains Windows. Platform Difference In Windows, the Application Data and AppData folders are hidden by default. To see the Application Data folder in Windows XP, open any folder in Windows and then choose Tools ➪ Folder Options to open the Folder Options dialog box. Go to the View pane and select the Show Hidden Files and Folders option. Click OK. To see the AppData folder in Windows Vista or 7, choose Start ➪ Computer and then choose Organize ➪ Folder and Search Options in the dialog box that appears. Go to the View pane and select the Show Hidden Files, Folders, and Drives option. Click OK. n Because some of the information affects how text flows and how documents look, you may want to standardize it for a workgroup by setting preferences once and sharing the InDesign Defaults file. (Sharing the file is a simple matter of giving copies of the file to other InDesign users to place in the appropriate system folder.) Tip To return to a blank slate, you can delete the InDesign Defaults preference files when opening InDesign; press Control+Option+Shift+Ô or Ctrl+Alt+Shift when launching InDesign. n 09_607169-ch03.indd 6009_607169-ch03.indd 60 4/22/10 7:46 PM4/22/10 7:46 PM Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. Chapter 3: Setting InDesign Preferences 61 Note If you make changes to preferences while a document is open, the changes save with that document and not in the InDesign Defaults file. The document remembers its own preference settings so that it looks the same when it’s opened on other computers running InDesign. n Presets folder The Presets folder — which is inside the folder containing the InDesign application — contains eight kinds of stored preferences: shortcut sets, color swatch libraries, workspaces, auto-correction tables, find/change tables, the button library, page transitions, and motion presets. (The other four subfolders in the Presets folder contain internal settings such as for Web and Flash export and for InDesign’s startup display; they should be left unmodified.) The latter two relate to InDesign’s interface, not preferences related to your work. Because these preferences are stored in files, they can be copied to other users’ Presets folders to help ensure con- sistent options among all users in a workgroup. Here are the eight folders that contain users’ stored preferences: l Autocorrect: This folder includes XML documents that store the automatic text-correc- tion rules that appear in the Autocorrect pane of the Preferences dialog box — both those that come with InDesign and those you add yourself (see Chapter 19). If you are knowl- edgeable in XML, you can edit this file to add more correction rules outside of InDesign (which may be helpful for a production programmer, for example). l Button Library: This folder contains a standard InDesign library file named ButtonLibrary.indll that contains the buttons defined in the Buttons panel. l Find-Change Queries: This folder’s subfolders include XML documents that store com- mon find/change queries, such as replacing two paragraph returns with one, as shown in the Query pop-up menu of the Find/Change dialog box (see Chapter 19). If you are knowledgeable in XML, you can edit these files to add more correction rules outside of InDesign. l InDesign Shortcut Sets: InDesign lets you create custom shortcut sets (explained later in this chapter), so if you don’t like the shortcuts that Adobe assigned to various commands — or if you want to add shortcuts to features when Adobe doesn’t provide them — you can make InDesign work your way. This also lets different users have their own shortcut defi- nitions on the same computer. l InDesign Workspaces: This folder contains workspace definitions. A workspace is a set of panels and panel positions that you can save for easy switching among different interfaces optimized for different layout tasks (see Chapter 2). For example, you can have all text- editing panels appear when you’re working on text, and graphics and object-handling panels appear while you’re laying out elements. l Motion Presets: This new folder contains the types of motions that you can apply to ani- mated objects for export to Adobe Flash presentation ( .swf ) files, as well as any motion presets you create in InDesign or import from Adobe Flash Pro. 09_607169-ch03.indd 6109_607169-ch03.indd 61 4/22/10 7:46 PM4/22/10 7:46 PM Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. Part I: Welcome to InDesign 62 l Page Transitions: This folder contains the Adobe Flash movie ( .swf ) files and related XML files used in page transitions in the Page Transitions panel. l Swatch Libraries: This folder contains color-swatch libraries — both those that come with InDesign and any you might add yourself. New Feature The Motion Presets folder is new to InDesign CS5. The Page Sizes folder and its New Doc Sizes.txt file are gone in InDesign CS5, removing that manual way of setting up document presets (see Chapter 4). n Cross-Reference I cover workspaces in Chapter 2; shortcut sets later in this chapter; document creation in Chapter 4; swatch libraries in Chapter 8; search and replace and auto-correction in Chapter 19; glyph sets in Chapter 23; buttons and page transitions in Chapter 34; and scripts in Chapter 37. n Using the Preferences Dialog Box Preferences are settings that affect an entire document — such as what measurement system you’re using on rulers, what color the guides are, and whether substituted fonts are highlighted. In InDesign, you access most of these settings through the Preferences dialog box: Choose InDesign ➪ Preferences ➪ desired pane or press Ô+K on the Mac, or choose Edit ➪ Preferences ➪ desired pane or press Ctrl+K in Windows. They are stored in the InDesign Defaults file in your InDesign applica- tion folder. Note You must select a specific pane from the Preferences submenu. For example, you might choose InDesign ➪ Preferences ➪ Composition on the Mac or Edit ➪ Preferences ➪ Composition in Windows. If you use the key- board shortcut Ô+K or Ctrl+K, you get the General pane, from which you can then select the desired pane from the list on the left. n The Preferences dialog box provides 18 types of settings divided into panes: General, Interface, Type, Advanced Type, Composition, Units & Increments, Grids, Guides & Pasteboard, Dictionary, Spelling, Autocorrect, Notes, Track Changes, Story Editor Display, Display Performance, Appearance of Black, File Handling, and Clipboard Handling. Go to each pane for which you want to change preferences, make your changes, and when done click OK to save them (or click Cancel to not make the changes you entered in the various panes). Caution In contrast to most actions you perform in InDesign, you cannot reverse changes to preferences using the Undo command (choose Edit ➪ Undo, or press Ô+Z or Ctrl+Z). If you change your mind about a preference setting, open the Preferences dialog box and change the setting again. n 09_607169-ch03.indd 6209_607169-ch03.indd 62 4/22/10 7:46 PM4/22/10 7:46 PM Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. Chapter 3: Setting InDesign Preferences 63 Note In this section, I take a comprehensive look at all the preferences in InDesign. I explain references that affect specific features again in the relevant chapters. For example, I cover Dictionary preferences in Chapter 19. n General preferences Options in the General pane (see Figure 3.1) affect the operation of several InDesign features. FIGURE 3.1 The General pane of the Preferences dialog box (the default settings are shown) Page Numbering area In the Page Numbering area of the Preferences dialog box, the View pop-up menu controls how page numbers appear in the fields such as the page number field on the document window. Here are the controls: l Section Numbering: This is the default setting, which means that InDesign shows the page numbers according to the information in the Section Options dialog box accessed through the Pages panel’s flyout menu. When Section Numbering is selected, by default you need to type section page numbers, such as Sec2:3, in fields used for specifying or navigating pages, such as in the Go to Page dialog box covered in Chapter 1. (Chapter 5 explains page controls in detail.) 09_607169-ch03.indd 6309_607169-ch03.indd 63 4/22/10 7:46 PM4/22/10 7:46 PM Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. Part I: Welcome to InDesign 64 l Absolute Numbering: This option, which I prefer, shows page numbers according to each page’s position in the document. For example, the first page is 1, the second page is 2, and the third page is 3, even if the pages display the Roman numerals i, ii, and iii. When this option is selected, you can always jump to the first page in a document by typing 1 in the Page Number box. Font Downloading and Embedding area The Always Subset Fonts with Glyph Counts Greater Than field is used for OpenType fonts that have many special characters, such as accented letters, symbols, and diacritical marks. To prevent output files from getting clogged with very large font files, this option lets you set the maximum number of characters (glyphs) that can be downloaded from a font file into an output file. Any characters actually used are always downloaded; the reason you might want to download an entire font is so that someone could edit the file as a PDF or EPS file and have access to all characters in the proper fonts for such editing. Object Editing area If selected, the new Prevent Selection of Locked Objects stops the mouse from being able to select a locked object (see Chapter 13). If deselected, you can select a locked object with the mouse but must still unlock it to work with it. New Feature The Prevent Selection of Locked Object option is new to InDesign CS5, and gone is the Enable Attached Scripts option: You can no longer control whether a script automatically runs if a menu invokes it; instead, all such scripts now run automatically. n The When Scaling control has two options: l When the Apply to Content radio button is selected and you resize an object with no stroke, InDesign displays the new scale whether you select the object using the Selection tool or you select its content using the Direct Selection tool. This option makes it easy to see what objects have had their content scaled when selected with the Selection tool. l When the Adjust Scaling Percentage option is selected instead, InDesign shows the resized object as 100 percent when you select it with the Selection tool, but shows the actual new scale only when you select its content using the Direct Selection tool. This has always been InDesign’s standard behavior. (If the object has a stroke, InDesign shows the new scale no matter what tool you select it with — also InDesign’s longstanding normal behavior.) Cross-Reference Chapter 11 explains how to scale objects and their contents. n 09_607169-ch03.indd 6409_607169-ch03.indd 64 4/22/10 7:46 PM4/22/10 7:46 PM Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. [...]... selected, InDesign spell-checks text marked for deletion You would select this option so that if you decide to keep text marked for deletion, you know its spelling was already checked New Feature The Track Changes pane is new to InDesign CS5, as is the ability to track changes within InDesign Chapter 19 explains how to use the Story Editor, and Chapter 24 explains how to use tracked changes within both InDesign. .. options control how InDesign handles character formatting behind the scenes as you work Note that the first four of the seven Type Options that control different aspects of InDesign s character handling are selected by default 67 Part I: Welcome to InDesign l Use Typographer’s Quotes: When you press the quotation mark key on the keyboard with Use Typographer’s Quotes selected, InDesign inserts the... Feature The Horizontal Margins option is new to InDesign CS5; the Vertical Margins option had been called Minimum Vertical Offset field in previous versions of InDesign n Dictionary preferences The Dictionary pane, shown in Figure 3.10, sets options related to hyphenation and spelling dictionaries, as well as to quotation marks 81 Part I: Welcome to InDesign FIGURE 3.10 The Dictionary pane of the Preferences... hyphenation dictionaries for InDesign — although only a few thirdparty commercial dictionaries have been released since InDesign was created in 1999 For example, you might be able to purchase a different Traditional German dictionary with more words than the one InDesign has In that case, when you check the spelling of a word with Traditional German as its language format, InDesign would consult the... on printing quality l The new Live Screen Drawing pop-up menu determines how InDesign displays graphics as you reshape and move them: The Immediate option has InDesign refresh the screen in real time, the Delayed option has InDesign update the screen when you pause (a good option for slow computers), and the Never option has InDesign wait until you’ve completed your action before updating the screen... appropriate CJK version of InDesign Composition preferences In general, preferences in the Composition pane, shown in Figure 3.6, affect entire paragraphs rather than individual characters FIGURE 3.6 The Composition pane of the Preferences dialog box (the default settings are shown) 71 Part I: Welcome to InDesign Highlight area The options in the Highlight area control whether InDesign calls attention... to InDesign InDesign actually uses Adobe Sans MM or Adobe Serif MM to create a replacement for missing fonts so that the text looks as close as possible to the actual font For editing purposes, the substituted fonts work fine, although the pink highlight can be distracting But for output purposes, it’s important that you have the correct fonts, so you may want to live with the irritation and have InDesign. .. field to 8 New Feature The ability to specify pixels as a unit of measurement is new to InDesign CS5 n Tip Despite the Ruler Units you specify, you can type values in any fields using any supported measurement system For example, if you’re working in picas, you can type an inch value in the Width field by typing 1 in InDesign automatically converts the value to picas for you You can type values in picas... height For text size, the menu options are Points and Pixels; for line height, the menu options are Points, Millimeters, and Pixels 75 Part I: Welcome to InDesign New Feature The Other Units area and its Text Size and Line pop-up menus are new to InDesign CS5 n Point/Pica Size area The Points/Inch pop-up menu lets you specify how a point (pt) is calculated The default is PostScript (72 pts/in) You can also... Docking, Live Screen Drawing, and Enable Multi-Touch Gestures settings are new to InDesign CS5 The Hand Tool slider has moved to the Interface pane from the Display Performance pane it occupied in previous versions n FIGURE 3.2 The Interface pane of the Preferences dialog box (the default settings are shown) 66 Chapter 3: Setting InDesign Preferences Using Gestures Thanks to the iPhone, touch-based computer . slugs. New Feature The Presentation screen mode is new to InDesign CS5. It lets you show your InDesign layout as if it were a slideshow, such as for making. you want. InDesign Defaults file The preferences you set in InDesign, from measurement units to color-calibration settings, are all stored in the InDesign