ADOBE INDESIGN CS5 ® ® CONVERSION GUIDE A HANDS-ON RESOURCE FOR SWITCHING FROM QUARKXPRESS TO INDESIGN CS5 Adobe Systems Incorporated 345 Park Avenue, San Jose, CA 95110-2704 USA www.adobe.com Adobe, the Adobe logo, Acrobat, Classroom in a Book, Creative Suite, Distiller, Dreamweaver, Flash, Illustrator, InCopy, InDesign, PageMaker, Photoshop, PostScript, and Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries.
Contents 6 Top 10 reasons InDesign is better than QuarkXPress 8 Learning feature names 12 Top 10 differences you need to understand 19 Opening QuarkXPress files 20 Creating a new document 22 Navigating documents 24 Importing text and graphics 28 Using native file formats 30 Working with tables 32 Using creative effects 36 Preflight and proofing 38 Important techniques 50 Exporting PDF files 52 Rich, interactive documents 56 Supercharging your workflow 58 InDesign CS5 resources
I f you’re reading this guide, it’s because you’ve joined—or are thinking of joining—a growing group of QuarkXPress users who have discovered the many benefits of using Adobe® InDesign® CS5 software.
artwork. Open your layouts in Adobe Flash® CS5 Professional. Export content as XHTML for use in Adobe Dreamweaver®. And set up better editorial workflows through Adobe InCopy® integration. 2. Collaboration: InDesign lets you collaborate with colleagues and clients, allowing you to share your screen for real-time discussions. 3.
Learning feature names Many of the terms in InDesign CS5 menus, dialog boxes, and panels are identical to and have the same meanings as terms used in QuarkXPress. For example, words like page, book, library, kerning, leading, horizontal scale, group/ungroup, lock/unlock, and pasteboard have essentially the same meaning in both programs. In some cases, the two programs use different terms for the same thing.
Control panel: Character options Control panel: Paragraph options Control panel: Object options Control panel: Table options The Control panel is context-sensitive. The controls it displays change depending on the currently selected object and tool. For example, when an object is selected with the Selection tool, the Control panel lets you scale, rotate, or flip it.
Frame | Stroke H&Js | Hyphenation and Justification QuarkXPress is limited to putting frames around boxes and changing line width. With InDesign, you can add a stroke to any InDesign object, including a path, frame, or selected text, with the Control or the Stroke panel. Then apply a color, a tint, or a gradient to the stroke using the Swatches, Color, Gradient, Control, or Tools panel. QuarkXPress handles text spacing and hyphenation by defining styles in the H&Js dialog box.
between any two colors in a gradient. For more information, see “Creating and applying gradients” on page 39. Multi-Ink Color | Mixed Ink Swatch In QuarkXPress, you can combine shades of two or more spot or process colors to create a multi-ink color. In InDesign, you can combine a spot color with other spot and process colors to create a mixed ink swatch. You also have the option to combine incremental percentages of two colors to create mixed ink groups.
Top 10 differences you need to understand When you start using InDesign, you’ll quickly find a number of similarities between it and QuarkXPress: Both programs display spreads on individual pasteboards; both have standard methods for saving and opening documents and templates; each has a “toolbox” and floating panels. InDesign was built to be intuitive and easy for QuarkXPress users to learn.
Selection tool Master page objects In QuarkXPress, any object on a master page can immediately be selected and changed on a document page. InDesign protects master-page objects from accidental changes. Master-page objects have dotted, rather than solid, edges. To select a master object on a document page, you must override it by pressing Shift+Command (Mac OS) or Shift+Ctrl (Windows), and then clicking the object. You can also choose Override All Master Page Items from the Pages panel menu.
Document window While at first glance InDesign may appear to be very different from QuarkXPress, many of the features are actually similar. Take a moment to get acquainted with the location of panels, menus, and controls in the document window below. ■■Workspaces remember the location of each panel onscreen, including whether it’s visible or hidden. You can choose among preset workspaces from the Workspace menu on the Application Bar, or create your own.
To thread one text frame to another, choose the Selection tool, click the in or the out port of a frame, and then click another text frame. the Character Formatting Controls icon is selected at the left side of the Control panel. The largest leading value on each line in a paragraph sets the spacing for that line. While this is a more traditional approach to leading, it can be frustrating to those accustomed to the way QuarkXPress works.
Note that you can apply a color, tint, or gradient to the fill or stroke of text characters without converting the text to outlines. (If you do choose Type > Create Outlines, the resulting text is no longer editable.) If you have one or more text frames selected with the Selection tool, you can apply a fill or stroke to the text within each frame by first clicking the Formatting Affects Text icon in the Tools panel, Swatches panel, or Color panel.
Top 25 shortcuts you should know Every power user knows that one of the best ways to get efficient in a program is to learn the keyboard and mouse shortcuts. For example, most people know that you can create a new document by pressing Command+N (Mac OS) or Ctrl+N (Windows). Here’s a handful of the most useful shortcuts you should know when using InDesign.
The selected object is a native Photoshop image with a transparent background. Note that the text is on a layer above the image. You can edit the shape of the text wrap with the Direct Selection tool. Tip: The Text Wrap panel lets you control how text wraps around an object. Here, the text wraps around the left side of the image’s transparency mask. You can reposition a selected guide by dragging it, using the arrow keys on your keyboard, or entering an X or Y value in the Control panel.
Opening QuarkXPress files You can choose File > Open in InDesign to open documents and templates created with QuarkXPress or QuarkXPress Passport 3.3–4.11. When you open a QuarkXPress file in InDesign, a new, untitled document is created. InDesign converts the original file information to native InDesign information. Most objects, styles, and colors are translated properly, but text may reflow differently, so proof the results carefully.
Creating a new document In both QuarkXPress and InDesign, choosing File > New > Document or pressing Command+N (Mac OS) or Ctrl+N (Windows) displays the New Document dialog box. The controls in these dialog boxes are similar, but not identical. Here are a few things you should know about creating a new InDesign document: ■■Facing Pages: If you’re creating a book or magazine with a left and right (verso and recto) page format, select this option.
You can modify any document preset, including the [Default] preset, by choosing File > Document Presets > Define. If your document is destined for a CMYK output, such as a printing press, choose Print. For interactive documents, choose Web. You can enter the number of pages and the starting page number for your new document, if you wish, but it is optional. You can always add or remove pages or change page numbers later in the Pages panel. A new facing-pages document begins with a right-hand page.
Navigating documents InDesign offers many of the same methods for document navigation you’ve become accustomed to in QuarkXPress. Even better, it includes several features that let you navigate more quickly to the page you want to display, zoom in more closely on the area you want to work on, and see more clearly the objects you want to modify.
You can click a tab to navigate from one document to another. Drag the tab to separate it into its own window. When in Power Zoom mode, the red rectangle shows the area that you’ll see when you release the mouse button. Drag the rectangle to view a different area or page. Use the scroll wheel or the arrow keys on your keyboard to change zoom percentage. Type the page or master-page number you want to display, and then click OK or press Return or Enter.
Importing text and graphics InDesign supports import of all common formats for both text and graphics, including RTF, Microsoft Word, Microsoft Excel, TIFF, JPEG, PDF, EPS, Buzzword files from Acrobat.com, and even native Photoshop and Illustrator files (see “Using native file formats” on page 26). You can also import InDesign (INDD) files into InDesign layouts.
Working with graphics and frames Here’s a quick overview of how to resize and crop images: ■■To scale a frame and its contents, hold down Command (Mac OS) or Ctrl (Windows) while dragging a handle with the Selection tool. Add the Shift key to maintain the proportions as you resize. ■■To scale to a specific width or height, replace the X or Y percentage value in the Control panel with a specific value.
rectangle you drag. InDesign automatically scales the image to fill that frame. ■■ Click an empty frame to place the image into it. Note that if a text insertion point is blinking when you place a graphic, the graphic is automatically placed as an anchored object that flows with the surrounding text. You can select multiple files in the Place dialog box—including a mix of graphics and text files—and then place the files, in whatever order you want, into existing frames or into new frames.
Links panel View > Display Performance > High Quality Display. This may slow down screen redraw on your computer. You can also increase the display quality of an individual graphic: ■■ Right-click (or Control-click with a one-button mouse in Mac OS) a graphic frame, and then choose Display Performance > High Quality Display. ■■ If you are importing an EPS file, select Show Import Options in the Place dialog box, and then choose Rasterize The PostScript to get a better quality preview.
Using native file formats The old QuarkXPress workflow required you to keep at least two versions of each graphic file: a layered, native Photoshop or Illustrator document as well as a flattened version, usually stored as a TIFF, JPEG, or EPS. InDesign supports these formats, but also lets you import native versions. Using the native Photoshop (PSD) and Illustrator (AI) file formats may significantly reduce your file-management overhead, save disk space, and streamline your workflow.
You can choose one or more pages from a PDF or InDesign document by selecting Show Import Options in the Place dialog box (File > Place). You can also choose one or more artboards in Illustrator CS5 files that contain multiple artboards. The preview image in the import options dialog box changes depending on the selected layer comp and the show/hide status of individual layers.
Working with tables You can easily create sophisticated tables in InDesign—making your own from scratch, converting imported text into tables, or placing styled Word and Excel tables. Tables can flow across multiple pages for easy editing and automatically include headers and footers.
Flexible, powerful tables To create a table in InDesign, choose Table > Insert Table with your text cursor in a text frame. Alternatively, you can import a formatted table or start with raw data. You can easily convert this tab-delimited text into a table by choosing Table > Convert Text To Table. Type tool, and then choose Table > Convert Rows > To Header. Formatting tables InDesign offers extensive formatting controls for tables.
Using creative effects InDesign includes transparency features that let you create eye‑catching, see-through effects that can be applied independently to an object’s fill, stroke, or content. These features include opacity, blending modes, and nondestructive Photoshop based effects to help you get exactly the results you want—as you design in real time with live preview.
Blending mode Transparency Transfer Photoshop effects by dragging the fx icon in the panel to another object attribute or on top of another object on the page. Select Isolate Blending to restrict blending modes so they affect only the selected group. Click here to clear all transparency and Photoshop effects applied to an object. Select an object with the Selection or Direct Selection tool and then choose a Photoshop effect from this menu, the panel menu, or the Object > Effects menu.
Flattening transparency When you print an InDesign file that contains transparent objects, InDesign performs a process called flattening, which converts all areas of transparency into a collection of opaque vector and raster objects that retains the appearance of the original objects. Flattening also occurs when you export a PDF file with Adobe Acrobat® 4 compatibility (such as a PDF/X-1a or PDF/X-3 file) or an EPS file, using File > Export.
Adding creative effects to object styles When you expect to apply the same object formatting more than once in a document, consider making an object style in the Object Styles panel. This lets you quickly apply and redefine your formatting. Your object style definition can include transparency effects applied to the object, its fill, its stroke, or (in the case of a text frame) its contents. In this original layout, the images and the text don’t stand out enough over the dark background.
Preflight and proofing InDesign offers an array of options for outputting your projects, whether you plan to print your InDesign file or distribute it on the web, consumer electronic devices, or phones. However, before you export or print your document, use the InDesign preflight and proofing tools to help ensure the final result will appear as you expect. approximates how gradients, transparency, and overprinting will appear in color-separated output.
You can choose your profile here. You can double-click to jump to this object. This area identifies the problem and recommends a solution. When a document has no errors, the “light” turns green. You can choose Define Profiles from the Preflight panel menu to tell InDesign what “errors” to look for. The Preflight Profile menu lets you export or import profiles. You can create a new Preflight Profile here.
Important techniques The previous sections have helped you learn your way around Adobe InDesign CS5. Now it’s time for some techniques that will get you laying out pages faster and better than ever before. Whether you need to create colors and gradients, format text automatically, anchor an object inside a text flow, or just find some tips for getting more efficient with InDesign, you’ll find the answers in this section.
The object on the far right is being dragged. The cursor indicates the current position of the object. Green Smart Guides with arrowheads indicate the three objects will have equal space between them when the mouse button is released. Three horizontal Smart Guides indicate the object is aligned along the top, center, and bottom of the frame to its left. Deselect All Press Shift+Command+A (Mac OS) or Shift+Ctrl+A (Windows) to deselect all objects or text on a spread.
example, to position it above or below other objects on the same layer, or to move it to a different layer—drag it up or down within the Layers panel. This technique also lets you move objects in or out of groups. Clicking in the two columns along the left side of the Layers panel lets you hide/show or lock/unlock each object or layer. Double-click a layer to see more layer options. The Layers panel lets you manage objects in complex documents.
color themes using the Kuler panel (Window > Extensions > Kuler). 1. Double-click the Eyedropper tool to tell InDesign what formatting you want to copy. Creating and applying gradients There are several ways to define and apply a gradient from one color to another. You can apply a gradient to any selected object by opening the Gradient panel (Window > Color > Gradient) and clicking the gradient swatch icon.
vector graphic with the Eyedropper tool, InDesign reads the RGB color from the screen preview. To transfer text formatting from one range of text to another, select the Eyedropper tool, click the source text with the attributes you want to transfer, and then click within a target paragraph, or drag the loaded Eyedropper icon over a range of text.
When working with rectangular frames, you can also change corner options by clicking the square yellow icon that appears near the upper right corner of the selected frame. Then drag one of the diamondshaped yellow icons on a corner to create rounded corners. Hold down Shift while dragging to change just that corner. Hold down both Shift and Option (Mac OS) or Shift and Alt (Windows) to change the corner type on a single corner.
Converting text (top) to outlines (bottom) creates compound Bezier paths that can be manipulated or filled with an image. frames. Hold down Option (Mac OS) or Alt (Windows) to create a copy, leaving the original frames. When you convert text to outlines, some formatting may be lost, such as paragraph rules, underscores, and strikethroughs. Therefore, it is not a good practice to convert large amounts of text to outlines in your document.
To format the first paragraph of this story, place the text cursor in it and open Quick Apply. Type a few letters in the style name, and then press Return or Enter. The paragraph style specifies the font and uppercase format. The nested line style applies bright blue to the first line. The nested style applies the darker blue to the first “word” (in this case, the number 17). apply that character style to the first line of the paragraph. button, and then later recall it from the Query pop-up menu.
Numbering pane of the Paragraph Style Options dialog box. For more on bullets and numbering, including how to make multilevel lists and numbered lists across multiple 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. After creating a path or frame, select the Type On A Path tool, which is paired with the Type tool in the Tools panel.
Cross-references One of the most time-consuming aspects of laying out a long document—whether a book, a catalog, or a magazine—has traditionally been managing the cross-references. For example, if the text says “See Figure 15-3 on page 36,” you would need to update the cross-reference if the figure or page number changes. Fortunately, you can quickly create and update cross-references with the Cross-References panel (Window > Type & Tables > Cross-References).
Each edit to a story is tracked based on the name and color of the user (choose File > User). To view the edits, choose Edit > Edit In Story Editor. All additions are highlighted in the user color; deletions appear in both highlight and strikethrough. You can accept or reject each change by placing your cursor in the text in the Story Editor window and clicking the Accept or Reject button in the Track Changes panel, or choosing from the Accept or Reject options in the panel menu.
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 fill color, and Change Object Format is set to apply a different fill color and a 1-point stroke. active document, and drag the master-page icon from the Pages panel to the other document window.
Exporting PDF files Adobe PDF has long been the backbone of the professional publishing workflow, allowing designers an easy method for sharing documents with printers, colleagues, and readers. The Adobe PDF format is strong yet flexible, suitable for both print and onscreen purposes. From its creation, Adobe InDesign was designed to import and export PDF files better than any other application.
If you prefer to create a PDF file using Acrobat Distiller, you can do that by choosing PostScript File from the Printer pop-up menu in the Print dialog box. After the PostScript file is saved to disk, you can open it in Acrobat Distiller. However, PDF files created with Acrobat Distiller do not support transparency, layers, or interactive elements.
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. I nDesign offers many tools for creating interactive documents. InDesign also tightly integrates with Adobe Flash Professional CS5 and Adobe Dreamweaver CS5, making cross-media publishing easier.
Bookmarks tab in Acrobat or Adobe Reader® software by using the Bookmarks panel (Window > Interactive > Bookmarks) or by selecting the Create PDF Bookmarks option when generating your table of contents. You can import movies or sound files into InDesign. The Media panel lets you apply controller skins, add navigation points, and define how the media appears in your final output.
Exporting an EPUB file opens the Digital Editions Export Options dialog box, where you can control the styling of the final EPUB document. you can select a frame and choose Spin from the Preset pop-up menu in the Animation panel. When you view the page in the Preview panel, you will see that object spin around. The Animation panel offers a number of options for each motion preset.
From InDesign to Flash Professional If you need to build a more advanced interactive document, you can export your InDesign file in the Adobe CS5 Flash Professional (FLA) file format. This preserves the text, graphics, and layouts when the file is opened in Adobe Flash Professional CS5. The original document displayed in InDesign. To transfer one or more pages of your layout to Flash CS5 Professional, export using the FLA format.
Supercharging your workflow In the fast-paced world of publishing, it’s essential that you find ways to optimize your workflow, whether you’re importing and formatting large amounts of text and graphics, working alongside editors, or collaborating with remote clients or colleagues. InDesign offers a number of features to help in these situations. Plus, InDesign is highly extensible and customizable through the use of plug-ins and scripts.
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 file. Flexible publishing with XML B. InDesign lets you start with a blank template or tag text and images already in a layout. A B C C. You can tag frames and content easily within the layout for import and export using the Tags panel (Window > Utilities > Tags). D.
InDesign CS5 resources 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 InDesign www.adobe.
Third-party plug-ins Other resources ■■ InDesign CS5 and InCopy CS5 third-party plug-ins www.adobe.com/products/plugins/ indesign www.adobe.com/products/plugins/ incopy Learn about third-party plug-ins available for InDesign CS5 and InCopy CS5. ■■ Online bookstores http://isbn.nu Visit online bookstores to search for books about InDesign CS5. Automation ■■ InDesign CS5 scripting and XML www.adobe.
Index 10 reasons InDesign is better than QuarkXPress 6 Acrobat Distiller 50 Adobe Dreamweaver 52 Adobe Flash 52 Adobe Illustrator 26, 28 Adobe InCopy 56 Adobe PDF Print Engine 34 Adobe Photoshop 28 Anchored objects 43 Animation 53–54 Background color. See Fill Bevel And Emboss 32 Bezier paths 42 Blending Mode 32 Blends 10, 41 Book files 20 Bookmarks 52 Boxes. See Frames Bullets 45 Buttons 52 Character styles 19 Collect For Output 11 Color swatches 10, 40 Columns 20 Comments.
Object styles 19 Opacity.
