A Guide to QuarkXPress 2016
CONTENTS Contents About this guide.........................................................................16 What we're assuming about you.....................................................................16 Where to go for help.......................................................................................16 Conventions....................................................................................................16 Technology note.............................................................
CONTENTS Hyperlinks palette...................................................................................................44 Index palette...........................................................................................................45 Item Styles palette...................................................................................................45 Layers palette..........................................................................................................45 Lists palette...
CONTENTS Create a custom content variable...................................................................72 Insert a content variable.................................................................................74 Boxes, lines, and tables..............................................................75 Understanding items and content...................................................................75 Understanding handles................................................................................
CONTENTS Configuring a callout anchor.................................................................................103 Working with callout styles....................................................................................103 Callouts and runaround.........................................................................................104 Working with tables......................................................................................105 Drawing a table....................................
CONTENTS Counting characters..............................................................................................139 Working with font sets...........................................................................................139 Working with grouped characters.........................................................................140 Aligning characters on a line.................................................................................140 Applying multiple character attributes.........
CONTENTS Controlling font usage...................................................................................183 Converting text to boxes..............................................................................183 Using text runaround....................................................................................183 Running text around all sides of an item...............................................................184 Running text around lines and text paths.................................
CONTENTS Character mapping for legacy projects.........................................................234 Mapping for projects that use UDA/VDA characters............................................234 Mapping for projects that use custom characters.................................................235 Type Tricks....................................................................................................236 Make Fraction.................................................................................
CONTENTS Cross references.......................................................................254 Inserting a cross reference............................................................................254 Synchronizing cross references.....................................................................256 Color, opacity, and drop shadows............................................257 Working with colors......................................................................................
CONTENTS Using automatic page numbering.................................................................276 Creating an automatic text box....................................................................276 Working with master pages..........................................................................277 Creating a master page.........................................................................................277 Applying master pages...............................................................
CONTENTS Printing chapters...................................................................................................305 Generate a PDF from a Book................................................................................305 Creating indexes and tables of contents for books..............................................306 Working with libraries...................................................................................306 Creating libraries...............................................
CONTENTS Understanding synchronization options................................................................346 Placing a synchronized item..................................................................................347 Placing synchronized content................................................................................347 Importing content into the shared content library................................................347 Working with Composition Zones..........................................
CONTENTS Applying a Job Ticket template to a project.........................................................379 Applying a layout definition to a project...............................................................382 Exporting and importing Job Tickets....................................................................382 The default Job Jackets file...........................................................................383 Editing the default Job Ticket template: File menu...........................
CONTENTS Word Filter....................................................................................................409 Other XTensions modules.............................................................................409 Preferences...............................................................................411 Understanding preferences...........................................................................411 Nonmatching Preferences alert........................................................
CONTENTS Legal notices.............................................................................
ABOUT THIS GUIDE About this guide You do not need to read the QuarkXPress® documentation from beginning to end. Instead, use this guide to quickly look up information, find out what you need to know, and get on with your work.
ABOUT THIS GUIDE • Bold type style: The names of all dialog boxes, fields, and other controls are set in bold type. For example: "Click OK." • References: In descriptions of features, parenthetical references guide you in accessing those features. For example: "The Find/Change dialog box (Edit menu) lets you find and replace text." • Arrows: You will often see arrows (>), which map out the menu path to a feature. For example: "Choose Edit > Style Sheets to display the Style Sheets dialog box.
ABOUT THIS GUIDE needs. And if you can write AppleScript® scripts, you can use this scripting language from Apple® to automate many QuarkXPress activities.
THE USER INTERFACE The user interface Skimming through the QuarkXPress user interface, you will find that many commands are familiar or self-explanatory. Once you become familiar with QuarkXPress menus and dialog boxes, you will discover that keyboard commands and palettes offer convenient access to features that you can also access through menus.
THE USER INTERFACE • Use the Item tool to select, move, resize, and reshape items (boxes, lines, text paths, and groups). When the Item tool is not selected, you can press Command/Ctrl to temporarily access the Item tool. • Use the Text Content tool to draw text boxes and work with text in boxes. • Use the Text Linking tool to link text boxes. • Use the Text Unlinking tool to unlink text boxes. • Use the Picture Content tool to draw picture boxes and work with pictures in boxes.
THE USER INTERFACE You can use key commands to declare the box content type as you draw using the Rectangle Box tool: Press R while drawing to declare Picture content or press T while drawing to declare Text content. To change the content type of an existing box, right-click on the box and choose Content > Text, Picture or None For more information about Bézier boxes and lines, see "Creating Bézier boxes" and "Creating Bézier lines.
THE USER INTERFACE Tool Windows Mac OS X Convert Point tool P P Scissors tool P P Select Point tool P P Freehand Drawing tool P P Table tool G G Zoom tool Z Z Pan tool X X Scissors XTensions software Scissors XTensions software adds the Scissors tool to the Tools palette. You can use the Scissors tool to cut the outline of a box and turn it into a line, or to cut a line or text path into two.
THE USER INTERFACE • Spike Depth: Enter the desired distance from the tip of the spike to the base of the spike as a percentage. • Random Spikes: Enter a value between 0 and 100, where 0 is no randomness applied and 100 is full randomness applied. Menus The topics below describe the menus and menu items available in QuarkXPress. QuarkXPress menu (Mac OS X only) The QuarkXPress menu is a part of QuarkXPress for Mac OS X.
THE USER INTERFACE • Save As: Use this option to save a copy of the active project. • Revert to Saved: Use this option to return the active project to the state it was in when it was last saved. • Import: Use this command to import text into a text box or to import a picture into a picture box. • Save Text: Use this option to save the contents of the active text box as a separate file.
THE USER INTERFACE • Colors: Lets you add, edit, and delete color definitions. For more information, see "Working with colors." • Style Sheets: Lets you add, edit, and delete style sheet definitions. For more information, see "Working with style sheets." • Item Styles: Lets you add, edit, and delete item definitions that you can apply to QuarkXPress items with the Item Styles palette (Window menu). • Callout Styles: Lets you add, edit, and delete callout styles.
THE USER INTERFACE This feature is considered an East Asian feature and is only available when you have the East Asian preference enabled (QuarkXPress/Edit > Preferences > East Asian). • Non-Breaking Character Sets: Lets you add, edit, and delete rules for two-byte character sets. This feature is considered an East Asian feature and is only available when you have the East Asian preference enabled (QuarkXPress/Edit > Preferences > East Asian).
THE USER INTERFACE This feature is considered an East Asian feature and is only available when you have the East Asian preference enabled (QuarkXPress/Edit > Preferences > East Asian). • Rubi: Lets you control rubi characters applied to text. This feature is considered an East Asian feature and is only available when you have the East Asian preference enabled (QuarkXPress/Edit > Preferences > East Asian). • Group Characters: Lets you place horizontal text in a vertical story.
THE USER INTERFACE • Change Case: Lets you change case of selected text to uppercase, lower case, or title case. • Flip Horizontal: Lets you flip selected text horizontally. • Flip Vertical: Lets you flip selected text vertically. • Cross Reference: Lets you insert and synchronize cross references. • Hyperlink: Lets you modify and apply a hyperlink, page link, or anchor to selected text. • Anchor: Lets you create or modify an anchor for selected text.
THE USER INTERFACE • Line Style: Lets you apply a line style to a selected line. • Arrowheads: Lets you apply an arrowhead style to a selected line. • Width: Lets you adjust the width of a selected line. • Color: Lets you change the color of a selected line. • Shade: Lets you set the intensity of an applied color. • Opacity: Lets you control the transparency of a selected line. • Item Styles: Lets you view and update applied item styles.
THE USER INTERFACE • Bring Forward (Windows only): Moves an item one level forward in the page or layer's stacking order. • Bring to Front (Windows only): Moves an item to the front of the page or layer. • Group: Lets you combine two or more active items (including lines, boxes, text paths, tables, and other groups) into a group. • Ungroup: Performs an Ungroup on the currently selected grouped items. • Ungroup All: Lets you break a group into its component items or groups.
THE USER INTERFACE • Digital Publishing: Lets you configure items for digital publishing in ePub, Kindle, App Studio and HTML5 Publication output formats. For more information, see Digital Publishing with QuarkXPress. • New Box From Clipping: Lets you to create a box from a clipping path. • Scale: Lets you set the scale settings. • Note: Lets you insert, delete, and navigate between notes. For more information, see "Notes.
THE USER INTERFACE • Previous: Activates the layout tab that was active prior to the current layout. • Next: Activates the layout tab that is positioned to the immediate right of the active layout. • First: Activates the far-left layout tab. • Last: Activates the far-right layout tab. • Go to: Lets you activate a specific layout and then choose the layout from the submenu.
THE USER INTERFACE View menu The View menu provides options for viewing your document and specifying what you see on screen when the menu item is checked. This menu includes the following commands: • Fit in Window: Automatically scales the view to fit (and center) an entire page in the layout window. • 50%: Scales the layout view to 50%. • 75%: Scales the layout view to 75%. • Actual Size: Scales the layout view to 100%. • 200%: Scales the layout view to 200%.
THE USER INTERFACE • Visual Indicators: Displays indicators for non-printing elements, such as hyperlinks and missing font highlighting. • Highlight Content Variables: Displays indicators for the content variables. • Highlight Cross References: Displays indicators for cross references. • Trim View: Simulates what the page will look like when trimmed by cropping any items that extend beyond the page boundary.
THE USER INTERFACE 1 On Mac OS X: IME Reconversion is supported through the IME Menu. However it works for Japanese IME Only. 2 On Windows: IME Reconversion is supported through the IME Reconversion menu option on the QuarkXPress Utilities Menu, as well as the Context Menu. It works for all Japanese IME, Korean IMEs and a few Simplified and Traditional Chinese IMEs. IME Reconversion is also supported through the keyboard on both Windows and Mac OS X.
THE USER INTERFACE • PPD Manager : Lets you control which PostScript Printer Description files (PPDs) are loaded in the Print dialog box. • Convert Old Underlines: Converts all underlines in the active text chain from QuarkXPress 3.x (Stars & Stripes) format to Type Tricks format. • XTensions Manager: Lets you control which XTensions modules are loaded when the application is launched. • Profile Manager: Lets you control which color profiles are loaded in the application.
THE USER INTERFACE • App Studio Publishing: Displays and hides the App Studio Publishing palette. For more information, see Digital Publishing with QuarkXPress. • Books: Displays and hides the Books palette. For more information, see "Working with books." • Callout Styles: Displays the Callout Styles palette. For more information, see "Working with callout styles." • Colors: Displays and hides the Colors palette. • Color Blends: Displays and hides the Color Blends palette.
THE USER INTERFACE Help menu The Help menu provides access to the online help. This menu includes the following commands: • Search Use this command to search the local help file. • Help Topics (Mac OS X only): Use this command to display the online help. • Contents (Windows only): Use this option to view the Contents tab of the Help window. • Index (Windows only): Use this option to view the Index tab of the Help window. • What's New: Use this option to explore What's New in this version of QuarkXPress.
THE USER INTERFACE Due to its width, the Measurements palette can only be docked horizontally to the upper or lower edge of the screen. The Tool palette can be docked either vertically or horizontally. (Mac OS X only) Palettes can be dragged and merged into any palette groups. When dragging, a thumbnail is shown indicating whether the palette will be merged or placed above. A blue line indicator is shown in the palette group to indicate the location the palette will be dropped.
THE USER INTERFACE The Books palette lets you work with books. Callout Styles palette The Callout Styles palette lets you work with callout styles. For more information, see "Working with callout styles." Colors palette The Colors palette lets you view and apply colors defined in the active project. The buttons at the top of this palette let you create, edit, and delete colors. Users create colors through the Colors dialog box (Edit > Colors). For more information, see "Working with colors.
THE USER INTERFACE The Color Blends palette lets you define and apply multi-color blends. Conditional Styles palette The Conditional Styles palette lets you work with conditional styles. For more information, see "Working with conditional styles." Content palette The Content palette provides access to items in the shared content library. From this palette, you can duplicate and synchronize that content across different layouts.
THE USER INTERFACE To highlight existing content variables, use the View > Highlight Content Variable menu item. Users can also insert, add and edit content variables using the Utilities > Content Variable menu item. For more information, see "Content variables." The Content Variable palette provides access to the content variables. Footnote Styles palette The Footnote Styles palette allows you to: • add, edit, delete and duplicate footnote styles.
THE USER INTERFACE The Footnote Styles palette provides access to footnotes. Glyphs palette The Glyphs palette gives you easy access to every character in each font on your computer. You can display all characters in the selected font or narrow down the selection by choosing an option from the second drop-down menu. The selected characters Unicode value is visible at the bottom right. You can add characters to a story by double-clicking them.
THE USER INTERFACE The Grid Styles palette lets you create and apply grid styles. Guides palette The Guides palette lets you work with guides. For more information, see "Using the Guides palette." HTML5 Palette The HTML5 palette lets you create and configure movies, slideshows, buttons, and more for Digital layouts. For more information on creating a Digital, see Digital Publishing with QuarkXPress. Hyperlinks palette The Hyperlinks palette lets you add and edit hyperlinks in your document.
THE USER INTERFACE Index palette The Index palette lets you tag text for indexing. When you create an index, all of the tags you created with the Index palette are automatically turned into a customizable index. For more information, see "Working with indexes." The Index palette lets you tag text for inclusion in an automatically generated index. Item Styles palette The Item Styles palette lets you work with item styles. For more information, see "Item Styles XTensions software.
THE USER INTERFACE The Layers palette lets you work with layers and the objects on those layers. Lists palette The Lists palette helps you view and generate lists. This feature is useful for creating things like tables of contents. You can create lists in the Lists dialog box (Edit > Lists). The List Name drop-down menu lets you choose from among the lists defined in the active project and the Update button lets you refresh the list currently displayed in the palette.
THE USER INTERFACE selected tool or item. When you select multiple items of the same type (such as three separate picture boxes), the Measurements palette controls apply to all selected items. You have the option to make the Measurements palette 50% larger, perfect for smaller screens with high resolutions. The Measurements palette displays a row of icons called the navigator tab above the center of the palette.
THE USER INTERFACE • Text Box tab: Contains controls allowing you to set the text attributes of the currently selected text box. • Picture Box tab: Contains controls allowing you to set the picture attributes of the currently selected picture box. • Clipping tab: Contains controls allowing you to set the clipping attributes of the currently selected picture box. • Frame tab: Contains controls allowing you to set the frame attributes of the currently selected box.
THE USER INTERFACE When you select a picture box that contains an image, the number next to the Effective Image Resolution icon in the Home tab of the Measurements palette displays the effective resolution of the image. The actual image resolution divided by the scale of the image equals the effective resolution. For example, if you import an image with an actual image resolution of 100 dpi and then increase the scale from 100% to 200%, the effective resolution is 50 dpi.
THE USER INTERFACE an actual image resolution of 100 dpi and then increase the scale from 100% to 200%, the effective resolution is 50 dpi. The higher the effective resolution is, the higher the quality of the reproduced image will be. Note that if you select multiple picture boxes with varying effective resolutions, no number displays next to the Effective Image Resolution icon. The tab bar displays above the center of the Measurements palette.
THE USER INTERFACE The Profile Information palette lets you precisely control color management settings for pictures. Redline palette The Redline palette allows you to setup the tracking of changes in your projects. For more information, see "Redline." The Redline palette lets you work with tracking. Reflow Tagging palette The Reflow Tagging palette lets you tag content for Reflow ePub. Scale palette The Scale palette lets you perform advanced scaling operations.
THE USER INTERFACE The Style Sheets palette lets you view and apply paragraph and character style sheets. Table Styles palette The Table Styles palette allows you to add, edit, and delete table styles. The Table Styles palette provides access to the table styles. Tools palette The Tools palette lets you easily switch between a wide variety of tools for working with layouts. For more information, see "Tools.
THE USER INTERFACE This palette group shows the Colors, Advanced Image Control, and Style Sheets palettes attached as one, which economizes space while providing easy access to functions. (Windows only)To attach a palette to a palette group, Control+click/right-click the title bar of a palette group and choose an unchecked palette name. When you attach a palette that is already displayed, the palette moves to become part of the palette group.
THE USER INTERFACE To create a palette set, first display all of the palettes you will need for a particular task and hide all other palettes. Then choose Window > Palette Sets > Save Palette Set As to display the Save Palette Set As dialog box, enter a name, and optionally assign a key command. To retrieve a palette set, choose Window > Palette Sets > [name of palette set] or press the keyboard combination for that palette set.
THE USER INTERFACE layout. You can use Story Editor view to concentrate on text without having to look at the layout. And the View Sets feature lets you create and easily switch between different view options. Splitting a window By splitting a window into two or more panes, you can display multiple views of one project at the same time, and you can see changes in all panes simultaneously.
THE USER INTERFACE If you open multiple windows for a project, make changes to that project, and then begin closing the windows, the application will not prompt you to save the project until you attempt to close the last window that displays the project. Using Story Editor view Story Editor view lets you concentrate on the text of a story without the distraction of the layout.
THE USER INTERFACE • View > Invisibles • View > Trim View • View > Hide Suppressed QuarkXPress ships with several default view sets: • Default: This is the default set of view options that displays when you create your first layout after launching QuarkXPress for the first time. • Output Preview: This view set simulates a printed page as closely as possible. Guides, grids, invisibles, and visual indicators are hidden. View > Trim View, View > Hide Suppressed is turned on.
PROJECTS AND LAYOUTS Projects and layouts QuarkXPress files are referred to as projects, and each project contains one or more layouts. Every layout is stored within a project, and every project contains at least one layout. Each layout can contain as many as 2,000 pages, and can be as large as 224" x 224" in size (or 112" x 224" for a two-page spread). A project can contain an unlimited number of layouts.
PROJECTS AND LAYOUTS New Project dialog box for Print layout type Every QuarkXPress project contains at least one layout. Therefore, when you create a project, you must specify a default layout for the file. To indicate the type of the default layout, choose Print or Digital from the Layout Type drop-down menu. For more information about Digital layouts, see Digital Publishing with QuarkXPress.
PROJECTS AND LAYOUTS whether you can have odd pages on the left. In a project with a vertical default story direction, the Allow Odd Pages On Right check box lets you control whether you can have odd pages on the right. The Automatic Text Box check box lets you add a text box to the default master page for the layout. The Margin Guides controls let you set default margins for the layout, and the controls in the Column Guides area lets you create a multi-column page by default.
PROJECTS AND LAYOUTS 3 Choose New from the Page Size: drop-down menu. The Custom Page Size dialog box displays. 4 Fill in a Name for the new custom page size, and define the Width and Height. The orientation will be assigned automatically, depending on the values input for Width and Height. To create multiple custom page sizes, click Add. The new custom page size will appear in the list and you will be able to create another. To delete a custom page size, select it from the list and click Delete..
PROJECTS AND LAYOUTS 5 Click OK. Any custom page sizes you create will appear in the Page Size drop-down menu in the New Project and the New Layout dialog boxes and can be selected when creating new Print and eBook layouts, however, custom page sizes defined for Print layouts can only be used selected when creating new Print layouts, and custom page sizes defined for eBook layouts can only be used selected when creating new eBook layouts.
PROJECTS AND LAYOUTS Layers apply to the layout that is active when you create and edit them. When you perform a project-level action (Edit > Undo), the action is added to the Undo History in all layouts. When you check spelling (Utilities menu), QuarkXPress checks only the active layout. The Find/Change feature (Edit menu) can search only the active layout. Project-level and layout-level resources Some resources are defined at the project level, and others are defined at the layout level.
PROJECTS AND LAYOUTS Column and margin guides Column and margin guides show where a page's outside margins are and where columns (if any) should be placed. QuarkXPress automatically places column guides and margin guides in all new Print layouts. You can specify their position in the Column Guides and Margin Guides fields in the New Project dialog box (File > New > Project) or in the New Layout dialog box (Layout > New).
PROJECTS AND LAYOUTS Snapping to guides QuarkXPress lets you create a "magnetic field" around guides so that when you drag an item close to a guide, it automatically aligns with it. This feature is called Snap to Guides (View menu) and the width of the magnetic field is called the Snap Distance. To control snapping with QuarkXPress controls, make sure View > Snap to Guides is checked.
PROJECTS AND LAYOUTS Dynamic Guides are on and all options selected by default. When Align to Center of Item and Align to Edges of Item are selected, guides are generated not only when the center and edges of other text boxes are aligned, but will also appear when the center and edges of columns within the surrounding text boxes are aligned. In Windows, use the Dynamic Guides Color pane of the Preferences dialog box to specify a color for each type of dynamic guide.
NATIVE QUARKXPRESS OBJECTS Native QuarkXPress objects QuarkXPress allows you to convert items from other application such as Excel, Illustrator, PowerPoint and InDesign, as well as PDFs, Illustrator,WMF and EPS files to native QuarkXPress objects. This allows you to: • Convert and edit vector data (like logos, etc) from supported file formats that include AI, WMF, EPS and PDF. • Convert editable PDFs, update content and republish as PDF or other formats that are supported in QuarkXPress.
NATIVE QUARKXPRESS OBJECTS The image you are attempting to convert must have vector or text components in it. The Convert to Native Objects feature is not supported for Raster only images. 2 Check Retain Source Picture Box to compare the converted objects with the imported source image. 3 Check Ignore Soft Masks to exclude the conversion of soft masks from the source image. 4 Check Ignore Transparent Blend Modes to ignore transparency applied to blends on the source image. 5 Click OK.
NATIVE QUARKXPRESS OBJECTS The options you select in this dialog persist and will be used if you choose to suppress the dialog. 3 Check Retain Source Picture Box to compare the converted objects with the imported source image. 4 Check Ignore Soft Masks to exclude the conversion of soft masks from the source image. 5 Check Ignore Transparent Blend Modes to ignore transparency applied to blends on the source image. 6 Click OK. The item is pasted into your project as a native QuarkXPress object.
CONTENT VARIABLES Content variables A content variable is an item you insert in your document that varies according to the context. For example, the Last Page Number variable displays the page number of the last page of the document. If you add or remove pages, the variable is updated accordingly. Content variables will line wrap and break just like text, including hyphenating when appropriate. The text within a content variable is searchable using the Find/Change palette.
CONTENT VARIABLES • Page Reference: This variable is used to create a reference to an existing layout object using the existing Anchors feature, and allows you to refer to that object elsewhere in the document, including the page number for the referred to object. • Static Text: With this you can create a simple static text variable that can be inserted throughout the document.
CONTENT VARIABLES menu, choose an option to determine whether the last page number in the section or layout is used. • Modification Date: Modification Date inserts the date or time the document was last saved. You can insert text before and after the date, and you can modify the date format for all date variables using the drop-down menus. • Next Page Number: This variable inserts the next page number of the current project into the document.
CONTENT VARIABLES 4 Choose Custom Variable from the Type drop-down menu. 5 You can choose to insert a Text String or a Text Variable when using this custom content variable. • If creating a custom variable that inserts a text string, type in the text you want to appear when inserting this content variable. Click the plus symbol to add more lines to the text. • If creating a custom variable that inserts a text variable, select the text variable you want from the drop-down menu.
CONTENT VARIABLES (Window > Content Variables). The new variable will be available when you attempt to insert a content variable into the text. Insert a content variable To insert a content variable in your project: 1 Place the insertion point where you want the variable to appear. 2 Select Utilities > Content Variable and choose the variable you want to insert from the drop-down menu. The variable appears on the page as if you'd typed it in the document.
BOXES, LINES, AND TABLES Boxes, lines, and tables To create a successful page layout, you need an orderly way to arrange text and pictures — you need boxes. Boxes are items that can contain text or pictures; they can even be created to contain no content at all, perhaps to create colorful design elements on a page. Box boundaries give text and pictures a specific shape, size, and placement on a page.
BOXES, LINES, AND TABLES Understanding handles The bounding boxes of selected text paths, lines, and boxes have small white squares called item handles. You can use these handles to resize and rotate a selected item. Item handles To resize an item, click and drag its item handles. To rotate an item, click and drag just outside one of the item's corner handles.
BOXES, LINES, AND TABLES You can use picture content handles to resize or rotate a picture without changing the size or angle of its picture box. • Resize pointers: • Rotation pointers: Rotated picture in an unrotated box If you want to move a picture box or see what its crop looks like without the transparent overlay, press the Command/Ctrl key. This temporarily dismisses the overlay and allows you to interact with the box as if the Item tool were selected.
BOXES, LINES, AND TABLES Examples of corner points Smooth point: A smooth point connects two curved lines to form a continuous curve. The curve handles always rest on a straight line through the point, but they can be distanced independently: A smooth point Symmetrical point: A symmetrical point connects two curved lines to form a continuous curve.
BOXES, LINES, AND TABLES Curve handles (upper left) Line segments: Line segments are straight or curved line sections positioned between two points: Line segments When the Select Point tool is positioned over an active Bézier box or line, various pointers display indicating whether you can select a point, the curve handles, or a line segment. Click and drag using the pointers to reshape the Bézier box or line. • To change the shape entirely, choose a different option from the Item > Shape submenu.
BOXES, LINES, AND TABLES • To select curves or points so that you can move them or delete them, use the Select Point tool . Press Shift and click to select multiple points. Option+click/Alt+click a point to make it symmetrical. To pan the layout while a Pen tool is selected, press Shift+Space and then click and drag. Drop Shadow XTensions software With Drop Shadow XTensions software, you can apply automatic feathered drop shadows to items and text in a layout.
BOXES, LINES, AND TABLES • Runaround Drop Shadow: Check this to include a drop shadow with the text wrap contour specified in the Runaround pane (Item > Modify). The runaround Outset value is measured from the edges of the drop shadow. For example, if text is wrapping around a rectangular pull-out quote with a drop shadow, text will not overlap the drop shadow when Runaround Drop Shadow is checked.
BOXES, LINES, AND TABLES pane correspond to attributes in the Modify dialog box (Item menu) for each type of item. • Each pane contains two sides: Find What and Change To. You check the attributes you're searching for on the Find What side, and then check those attributes you want to change on the Change To side of the palette. You can search on attributes in multiple panes at the same time. • The palette menu lets you put the selected item's attributes into the Find What side of the palette.
BOXES, LINES, AND TABLES To change a no-content box into a text box, press Command+E/Alt+E and import a text file. To change a no-content box into a picture box, press Command+E/Alt+E and import a picture file. You can change the corner type of rectangular boxes to rounded, concave, and beveled corners using the Item > Shape submenu or the Box Corner Style drop-down menu in the Measurements palette.
BOXES, LINES, AND TABLES Resizing boxes You can resize any box by modifying the size of its bounding box. A bounding box is a nonprinting, rectangular shape that encloses every box. The box's item handles demarcate the bounding box. The best way to view the bounding box clearly is to use the Item tool to select item handles on a Bézier box.
BOXES, LINES, AND TABLES To use the proportion-locking feature with item styles, display the Box or Picture tab of the Edit Item Style dialog box (Edit > Item Styles) and check Proportions. Reshaping boxes You can change the shape of a box in three ways: • You can change the shape entirely by choosing a different option from the Item > Shape submenu. • (Windows only) You can add and alter rounded corners to rectangular boxes by entering values in the Corner Radius field (Item > Modify > Box tab).
BOXES, LINES, AND TABLES You can also specify box color in an Item Style. For more about Item Styles, see "Item Styles XTensions software." Applying blends to boxes A blend is a gradual transition from one color to another. To apply a blend to the background of active boxes, see Creating multi-color blends". Merging and splitting boxes Options in the Merge or Split Paths submenu (Item menu) let you create complex Bézier boxes from existing boxes.
BOXES, LINES, AND TABLES Adding text and pictures to boxes To add text to a box, choose the Text Content tool , double-click the box, and then either start typing, paste text copied from elsewhere, or choose File > Import. To place a picture in a box, select the box with the Picture Content tool and then either paste a picture copied from elsewhere or choose File > Import.
BOXES, LINES, AND TABLES rotated 20 degrees from the original item; and so on. The rotation is counterclockwise from the original item. • To specify the thickness of either the final duplicated frame (for a picture box or text box), or the final duplicated line (for a text path or line), enter a point value in the End Frame/Line Width or End Line Width field.
BOXES, LINES, AND TABLES • Alter Current Box: If a box is selected when you choose Utilities > ShapeMaker, the application updates the shape of that box instead of creating a new item. The controls in the tabs are described in the topics below. ShapeMaker Waves tab The Waves tab of the ShapeMaker dialog box (Utilities > ShapeMaker) lets you create boxes with wavy sides.
BOXES, LINES, AND TABLES Polygons tab of ShapeMaker dialog box The controls in this tab are as follows: The Type drop-down menu lets you choose what type of polygon to create. The controls immediately under this drop-down menu change depending on what type of polygon is selected. • Regular polygons: Lets you specify how many sides the polygon has.
BOXES, LINES, AND TABLES Spirals tab of ShapeMaker dialog box The controls in this tab are as follows: Type: Lets you choose Archimedes (an evenly spaced circular spiral), Golden Spiral (a spiral built with the golden ratio), or Custom (this makes the Winds field available, so you can control how many times the spiral goes around). Rate: Lets you control how quickly the width of the spiral increases. Clockwise and Counterclockwise: Lets you control the direction of the spiral.
BOXES, LINES, AND TABLES In this tab, you can separately configure each corner of the box by unchecking Same for all, or check Same for all and configure all four corners with a single set of controls. Whichever way you do it, you can use the drop-down menu to specify a corner type (Normal, Rounded, Beveled, Concave, Pointed, or Inset) and a diameter (for options that involve a diameter). Curvature: Controls how curved the corners are if you select an option that includes curvature.
BOXES, LINES, AND TABLES Working with lines There are two types of lines: Straight and Bézier lines. You can apply colors and line styles to any type of line. Creating lines To create a line, first select the Line tool Crosshair pointer from the Tools palette and move the to any position on the page. Click and drag to draw the line. You can constrain a line to 0, 45, or 90 degrees by pressing Shift while you draw it.
BOXES, LINES, AND TABLES • Endpoints mode: The X1 field indicates the horizontal position of the first end-point; the Y1 field indicates the vertical position of the first end-point. The X2 field indicates the horizontal position of the last end-point; the Y2 field indicates the vertical position of the last end-point. • Left Point mode: The X1 field indicates the horizontal position of the leftmost end-point; the Y1 field indicates the vertical position of the leftmost end-point.
BOXES, LINES, AND TABLES • (Windows only) Line tab of Modify dialog box (Item menu) • Colors palette (Window menu) — for line color only In addition to color, shade, and opacity, you can control the following characteristics for lines: • Line style: This option lets you control the general appearance of a line. Several line styles are included by default, and you can add new ones with the Dashes & Stripes dialog box (Edit menu). • Width: You can specify the width of lines in any measurement system.
BOXES, LINES, AND TABLES item or Shift+click individual items to select more than one item at a time. You can also select multiple items by selecting the Item tool and drawing around an area that contains the items. (Windows only) With the Item tool selected, if you double-click a text box, the Modify dialog box displays. If you double-click an empty picture box with the Picture Content tool selected, the Import dialog box displays.
BOXES, LINES, AND TABLES • To move an item one level backward in the page or layer on Mac OS X, press Option and choose Item > Send Backward. On Windows, choose Item > Send Backward. • To move an item one level forward in the page or layer on Mac OS X, press Option and choose Item > Bring Forward. On Windows, choose Item > Bring Forward. In a document with layers, the layers themselves are in a particular stacking order; within each layer, each item has its own relationship to the stacking order.
BOXES, LINES, AND TABLES Choose Item > Ungroup (Command+U/Ctrl+U) to ungroup a single group, or Item > Ungroup All to ungroup every group in a group that contains other groups. Resizing grouped items To resize every item in a group simultaneously, click and drag the group's item handles. If you press Command+Shift/Ctrl+Shift while resizing a group, all frame widths, line weights, pictures, and text are resized proportionally.
BOXES, LINES, AND TABLES • Select the Item tool and move the mouse over a corner handle. When the Rotation pointer displays, click to establish a rotation point; then drag in a circular motion to rotate the item. The Arrowhead pointer and the item's position will display as you drag. If you press the Shift key when rotating, movements are constrained to 45-degree angles. • (Windows only) Choose Item > Modify (Command+M/Ctrl+M), enter a value in the Angle field, and click OK.
BOXES, LINES, AND TABLES Working with callouts The Callouts feature lets you create floating boxes that always display on the same page or spread as the content they pertain to. For example: • You can create figures with pictures and text that follow their references from page to page. • You can create pull quotes that can automatically move to a different page with their source text.
BOXES, LINES, AND TABLES Settings for a callout with a fixed horizontal location and a variable vertical location It is important to note that the settings for a callout are stored with its callout anchor, not with the callout itself You can control the positioning of a callout by configuring its callout anchor directly, or by applying a callout style to the callout anchor. A callout style is a named package of callout settings that displays in a palette.
BOXES, LINES, AND TABLES You can think of callout styles as similar to style sheets (for more information, see "Working with style sheets"). Like style sheets and other resources, callout styles can be managed with Job Jackets (for more information, see "Job Jackets"). A callout anchor can be selected or unselected. When a callout anchor is selected, it has a red outline and its callout style (if any) is selected in the Callout Styles palette.
BOXES, LINES, AND TABLES • To apply a callout style to the callout anchor, display the Callout Styles palette (Window menu) and click the name of the callout style, or choose Item > Callout Anchor > Callout Styles > [Callout Style Name]. For more information, see "Working with callout styles." • To edit the settings of the callout anchor directly, choose Item > Callout Anchor > Edit Callout Settings.
BOXES, LINES, AND TABLES Callout Styles dialog box You can edit the Default callout style, but you cannot delete it. Callouts and runaround If a callout with runaround causes its callout anchor to move, this can lead to an error state. For example, if a callout's runaround pushes its callout anchor to the next page, the callout moves to the next page — which allows the callout anchor to return to the previous page, which causes the callout to return to the previous page, and so on.
BOXES, LINES, AND TABLES Working with tables In QuarkXPress, a table is a distinct item, like a text box, picture box, text path, or line. When working with tables, you can pretty much think of a cell as an individual picture box, text box, or no-content box, and you can handle cells in much the same way you handle these other items. To work with elements of the table itself — such as rows and columns — use the Table menu.
BOXES, LINES, AND TABLES 7 If you intend to import data from Excel, check Link to External Data. For more information, see "Importing Excel tables." 8 If you want the table to remain the same size if you add or delete rows, check Maintain Geometry. 9 To specify the story direction for table cells, click Horizontal or Vertical in the Story Direction area. 10 To specify the table orientation, click Horizontal or Vertical in the Table Direction area. 11 Click OK.
BOXES, LINES, AND TABLES The Convert Text to Table dialog box 3 If you want to create text cells that expand as you add text, use the controls in the Auto Fit area. 4 If you want the information in the table to flow differently — for example, if the values are currently in descending order but would have more impact in ascending order — you can change the flow. Choose an option from the Cell Fill Order drop-down menu (the default is Left to Right, Top Down). 5 Click OK.
BOXES, LINES, AND TABLES QuarkXPress. If you later update the table, any local formatting you have applied in QuarkXPress is removed and replaced with the formatting from the Excel file. • If you do not check Include Formats in the Table Link dialog box when you first import an Excel table, the table's Excel formatting is discarded. If you later update the table, QuarkXPress attempts to preserve any local formatting you have applied to the table in QuarkXPress.
BOXES, LINES, AND TABLES Formulas and references are not imported. Instead, the final values that result from formulas and references are imported. Inserted pictures are not imported. Text with Auto Filter or Advance Filter (Data > Filter) applied is imported as static text. A quicker way to create a table from Excel data — without linking the source table to the QuarkXPress project for updates — is to copy and paste. To do this, select any portion of data in an Excel worksheet and copy the selected data.
BOXES, LINES, AND TABLES The Table Link dialog box 3 Click Browse to locate and select an Excel file to import. 4 If the file includes multiple worksheets, choose the one you want to import from the Sheet drop-down menu. If you want to import only a portion of the data, you can specify a cell range in the Range field or choose a named range from the drop-down menu. 5 In the Options area, check the attributes you want to import.
BOXES, LINES, AND TABLES • Specify the table attributes you want the new table style to have. When you're done, click OK. After you have added a table style, it is listed in the Table Styles palette (Window > Table Styles). The new style will be available when you attempt to insert an inline table. Adding text and pictures to tables When working with tables, think of a table cell as a text box or a picture box.
BOXES, LINES, AND TABLES Navigating through a table works as follows: • Click in a cell in which you want to enter or import text. • Press Tab to move to the next cell. • Press Shift+Tab to go back to the previous cell. • Press the arrow keys to move through the text in a cell, and to move from cell to cell. To enter a tab character in a text cell, press Control+Tab. To enter a right-indent tab, press Option+Tab/Control+Shift+Tab.
BOXES, LINES, AND TABLES If you combine linked text cells (Table > Combine Cells), the combined cells are removed from the text chain; the remaining links are unaffected. If a combined cell is split (Table > Split Cell), the links are maintained and text flows according to the specified Link Order. Formatting tables On Windows, as with other items in QuarkXPress, tables have their own version of the Modify dialog box (Item menu) for formatting table attributes.
BOXES, LINES, AND TABLES The Grid tab of the Modify dialog box 3 To select all gridlines, vertical gridlines, or horizontal gridlines, click one of the buttons to the right of the Preview area. From top to bottom, the buttons select All Gridlines, Horizontal Gridlines, or Vertical Gridlines. 4 Change any values in the Grid tab, using the Preview area and the Apply button to help you make decisions.
BOXES, LINES, AND TABLES Combining cells To combine cells, Shift+click a rectangular selection of cells with the Text Content tool . Choose Table > Combine Cells. To revert combined cells to match the surrounding table, select the combined cells and then choose Table > Split Cells. If you combine unlinked cells containing text or pictures, the content of the upper-left cell in the selection is maintained for the combined cell.
BOXES, LINES, AND TABLES When tables are continued, you may still need a legend to explain what's in the table. You can add a legend in the form of automatically created and synchronized header and footer rows, and you can create special "continued" table headers for portions of a table after the first. Anchoring tables in text One way to continue a table in another location is to anchor the table in a text box.
BOXES, LINES, AND TABLES The Table Break Properties dialog box 2 Check Width to break the table when its width exceeds the value in the field. By default, the current width of the table displays in the Width field — decreasing this value will break the table. 3 Check Height to break the table when its height exceeds the value in the field. By default, the current height of the table displays in the Height field — decreasing this value will break the table.
BOXES, LINES, AND TABLES A broken table with a continued header The Table Break feature works in both directions: it continues the table using additional sub-tables as necessary if the table gets larger and recombines tables as necessary if the table gets smaller. To sever the links between continued tables, select any instance of the continued table and choose Table > Make Separate Tables.
BOXES, LINES, AND TABLES Table Break Properties dialog box for anchored table To create a secondary header that displays in portions of a table after the first, check Continued Header. For example, if the header on the first portion of the table is "List of Contributors," the continued header might be "List of Contributors (continued)." Click First Header Row to limit the continued header to the first header row, or All Header Rows to create continued headers from all header rows.
BOXES, LINES, AND TABLES • The Tables tab is added to the Usage dialog box. • The Insert Chart tab is added to the Import Picture dialog box and displays all the charts present in the workbook.
TEXT AND TYPOGRAPHY Text and typography Text is an integral part of nearly every publication. QuarkXPress lets you create and edit text directly in your publications or import text from most popular word processing applications. In addition to the standard text formatting and editing features, QuarkXPress includes such features as finding and changing text and its attributes, spell checking, custom spelling dictionaries, and a font usage utility for making project-wide changes to text formatting.
TEXT AND TYPOGRAPHY context menu (or Item menu). The Fit Box to Text feature works on any shape or size of text box. This feature is not available on locked boxes or when the proportion of the box is locked. The Fit Box to Text feature can be used for boxes which have overflow or underflow. The Fit Box to Text feature can be used for all kinds of text boxes, including linked boxes, multicolumn boxes, rotated boxes.
TEXT AND TYPOGRAPHY General pane) is enabled, pages are inserted (when you import text into an automatic text box) as necessary to contain the text. To export text, first either place the text insertion point in a text box (if you want to save all of the text in that box) or select the text you want to export. Then choose File > Save Text, choose an option from the Format pop-up menu, enter a name, choose a location, and then click Save. To export in .
TEXT AND TYPOGRAPHY Ignore Attributes option will be disabled and only text can be searched and replaced at that time. Press Option/Alt to change the Find Next button to Find First. The search text for the last 10 searches are saved in the drop-down menus under Find What and Change To. Use the Find/Change dialog box to search for and replace text. To search and replace based on formatting attributes, uncheck Ignore Attributes.
TEXT AND TYPOGRAPHY Special character codes You can use special character codes to find/change special characters. You can also use these codes when creating conditional styles. Code Character Tab \t New paragraph \p New line \n New column \c New box \b Backslash \\ Punctuation space \. Flex space \f Discretionary hyphen* \h Indent here \I Discretionary new line \d Em space \m En space \e 3-per-Em space \5 4-per-em space \$ 6-per-em space \^ Figure space \8 Hair space \
TEXT AND TYPOGRAPHY Working with footnotes and endnotes Footnotes and Endnotes consists of two linked parts: the reference number that appears in the text, and the Footnote/Endnote text that appears at the bottom of the text. Footnote text is created at the end of a page and Endnote text is created at the end of a story. As you insert/delete Footnotes and Endnotes, they are automatically numbered as they are added to/deleted from the text. This numbering will restart with each new story.
TEXT AND TYPOGRAPHY This allows you to select a Footnote style. User can change an applied Footnote style to a different style or to an Endnote style and vice versa. Footnote/Endnotes are supported for linked text chain and multi-column boxes. Footnote/Endnote text can flow across the text chain. Use the Restart Numbering option to restart the numbering of a Footnote/Endnote. Use the Custom Footnote/Endnote option to specify a custom mark as the Footnote/Endnote reference number.
TEXT AND TYPOGRAPHY Footnote/Endnote reference number by clicking on the desired style in the palette. You can access the Insert Footnote/Endnote dialog using the Custom Footnote/Endnote button in the palette. To add a new Footnote/Endnote style or to edit an existing Footnote/Endnote style, choose an existing Footnote style and click the button, or click the button. The Edit Footnote Style dialog displays.
TEXT AND TYPOGRAPHY • Marker Style: Select a marker style that will appear in the reference text from the Marker Style drop-down menu.There are 3 options: Superscript, Subscript and Inherit from Numbering. If the Inherit from Numbering option is selected, then the character styling applied on the selected numbering style will be applied as the marker style. • Start At: Specify the number used for the first Footnote in the story. Each story in a document begins with the same Start At number.
TEXT AND TYPOGRAPHY Footnote separators The Footnote separator is the line separator between the parent text and Footnote text. The Footnote separator style is a box attribute and as such you can apply a different Footnote separators to different boxes in the same story, or to different stories in the same layout. To add or edit Footnote separator styles, choose Edit > Footnote Styles to display the Footnote Styles dialog. Select Footnote Separator Styles from the drop-down menu under Show:.
TEXT AND TYPOGRAPHY Specify the attributes for the Footnote separator style: • Name: Enter a name in this field, or the application will use a default "New Footnote Separator Style" name. • Space Before: Specify the desired amount of space above the separator (between the body text and the separator). • Space After: Specify the desired amount of space below the separator (between the separator and the footnote/endnote text).
TEXT AND TYPOGRAPHY • Shade: Select a shade or type in a value for the shade of the separator using the slider tool in the Shade drop-down menu. • Opacity: Select an opacity or type in a value for the opacity of the separator using the slider tool in the Opacity drop-down menu. • From Left: Specify the Left Indent offset for the separator. This value can be an absolute value or a relative value in terms of a percentage of the box. • From Right: Specify the Right Indent offset for the separator.
TEXT AND TYPOGRAPHY To change the scope of the spell check, choose an option from the Check drop-down menu. The options are Word, Selection, End Of Story, Story, or Layout. If you choose Layout, the spell check skips applied master page items and then checks the master page(s) after checking spelling on all layout pages. To check spelling in locked text boxes, cells, and paths, check Search Locked Content. Spell checking always starts from the text insertion point. To start a spell check, click Start.
TEXT AND TYPOGRAPHY Beginning with QuarkXPress 2015, Auxiliary Dictionarys are saved in .xml format. Users will still be able to open legacy version documents and auxiliary dictionaries in QuarkXPress 2016, but those dictionaries will get converted to .xml format. Only one auxiliary dictionary at a time can be open for use with an article.
TEXT AND TYPOGRAPHY Word and Character Count dialog box The Word Count area displays the number of total and unique words in the story or layout. The Character Count area displays the total number of characters and specific language characters in the story or layout. Private Use Characters are unique characters specified within a range of the Unicode character set by individuals, organizations, and software vendors outside the ISO and Unicode Consortium.
TEXT AND TYPOGRAPHY • Press Command+Option+Shift+M/Ctrl+Alt+Shift+M to jump directly to the font field in the Measurements palette, enter the first few characters of the font name until it is recognized, then press Return/Enter. Your most recently used fonts display at the top of the font list. (Windows only):To display font previews in font menus, check the Show in Font Menu box in the Fonts pane of the Preferences dialog box (QuarkXPress/Edit menu). Press Shift to temporarily override this preference.
TEXT AND TYPOGRAPHY Intrinsic fonts are distinct font styles built into font families, such as “Times New Roman MT Std Bd” in the “Times New Roman MT Std” font family. Simulated fonts are plain intrinsic fonts that have been modified to simulate bold, italic, or bold italic.
TEXT AND TYPOGRAPHY • Expand 5%: Command+] • Condense 1%: Command+Option+[ • Expand 1%: Command+Option+] Windows • Condense 5%: Ctrl+[ • Expand 5%: Ctrl+] • Condense 1%: Ctrl+Alt+[ • Expand 1%: Ctrl+Alt+] Applying baseline shift You can place characters above or below their baseline without affecting paragraph spacing. A positive value raises the text; a negative value lowers the text.
TEXT AND TYPOGRAPHY • (Mac OS X only) Check the Keep Half-Width Characters Upright box on the Character tab of the Measurements palette. Counting characters The Character Count dialog box (Utilities menu) displays the number of full-width, half-width, Bopomofo, Hangul, Kana, and Han characters used in the active story. It also displays the number of symbols and private use characters in the selected story.
TEXT AND TYPOGRAPHY To append a font set to a project, use the Append button in the Font Sets dialog box (Edit > Font Sets). Working with grouped characters Use the Group Characters dialog box (Style menu) to include a group of horizontal characters, such as Roman characters, within a vertical line of text. Grouped characters always display horizontally and do not break at the end of a line. To group selected characters: 1 Choose Style > Group Characters.
TEXT AND TYPOGRAPHY • Choose an option from the Style > Character Alignment submenu. • (Windows only): Choose Style > Formats and choose an option from the Char Align drop-down menu under the Formats tab. • (Mac OS X only): Choose an option from the Char Align drop-down menu on the Paragraph tab of the Measurements palette.. The alignment options are: • ICF Box Top: Aligns small characters with the top of the ICF box.
TEXT AND TYPOGRAPHY Examples of vertical alignment Applying multiple character attributes You can view and edit all character attributes at one time using the Character Attributes dialog box (Style > Character) on Windows, or by using the Paragraph tab of the Measurements palette on Mac OS X. Blank fields and gray check boxes indicate that multiple styles are applied to selected text. For example, if the Font field is blank, then more than one font is applied to the selected text.
TEXT AND TYPOGRAPHY Use the Character Attributes dialog box to format text. Applying paragraph attributes Paragraph attributes are formatting options that apply to a paragraph as a whole. They include alignment, indents, leading, and tab settings. To apply attributes to selected paragraphs, use the Paragraph/Paragraph Attributes tab of the Measurements palette and on Windows you can also use the Paragraph Attributes dialog box (Windows only) (Style > Formats).
TEXT AND TYPOGRAPHY Mac OS X • Left : Command+Shift+L • Centered • Right : Command+Shift+C : Command+Shift+R • Justified :Command+Shift+J • Forced : Command+Option+J Windows • Left : Ctrl+Shift+L • Centered • Right • Justified • Forced : Ctrl+Shift+C : Ctrl+Shift+R : Ctrl+Shift+J : Ctrl+Alt+Shift+J Controlling indentation You can specify indents for selected paragraphs in the following ways: • Use the Style > Alignment submenu • (Windows only): Use the Paragraph Attributes dialog box (Style >
TEXT AND TYPOGRAPHY Indent Here character. (The Indent Here character is an invisible character; to view invisible characters, choose View > Invisibles (Command+I/Ctrl+I.) Alignment and indentations are both measured from the Text Inset field specified in the Text tab of the Modify dialog box (Item menu) on Windows, or in the Text Inset field on the Text Box tab of the Measurements palette. The Text Inset value affects the four sides of a text box; it does not affect the inner columns of a text box.
TEXT AND TYPOGRAPHY • Decrease .1 pt: Ctrl+Alt+Shift+: • Increase 1 pt: Ctrl+Shift+" • Increase .1 pt: Ctrl+Alt+Shift+" Controlling space before and after paragraphs Space Before and Space After controls let you specify the amount of space before and after selected paragraphs. To set the space before and after selected paragraphs, do one of the following things: • (Windows only): Choose Style > Formats, then enter values in the Space Before or Space After fields.
TEXT AND TYPOGRAPHY Using the Keep Lines Together feature, you can choose not to break paragraphs, so that if all the lines in a paragraph do not fit in a column or on a page, the whole paragraph will flow to the top of the next column or page. Alternatively, you can specify the number of lines that must be left at the bottom of a column or box, and at the top of the following column or box, when a paragraph is broken.
TEXT AND TYPOGRAPHY Format painter Format Painter allows you to copy formatting that is applied to one piece of text and apply it to others. The Format Painter will copy and apply all formatting that has been applied to that text including any applied style sheets (paragraph and character). To use the Format Painter: 1 Select the text with the desired formatting. 2 Select the Format Painter in the Home/Classic or Character/Character Attributes tab of the Measurements palette.
TEXT AND TYPOGRAPHY • Increase 1/20-em: Ctrl+Shift+} • Decrease 1/200-em: Ctrl+Alt+Shift+{ • Increase 1/200-em: Ctrl+Alt+Shift+} Kerning automatically To automatically kern text above a specific point size, display the Character pane of the Preferences dialog box (QuarkXPress/Edit menu), check Auto Kern Above, and enter a value in the field. QuarkXPress uses kerning information that is built into the font (the font's kerning table).
TEXT AND TYPOGRAPHY • Smallest Word: Specify the minimum number of characters a word must contain to allow hyphenation. • Minimum Before: Specify the minimum number of characters before a hyphen. • Minimum After: Specify the minimum number of characters after a hyphen. • Break Capitalized Words: Specify whether hyphenation of capitalized words is allowed. • Hyphens in a Row: Specify how many words can be hyphenated in consecutive line ends.
TEXT AND TYPOGRAPHY • Kana/Hangul/ZhuYin: Specify the minimum and maximum amount of space between Kana, Hangul, or Zhu Yin characters in justified paragraphs. Specify the optimum amount of space between Kana, Hangul, or Zhu Yin characters in all paragraphs, regardless of their alignment. • Han: Specify the minimum and maximum amount of space between Han characters in justified paragraphs. Specify the optimum amount of space between Han characters in all paragraphs, regardless of their alignment.
TEXT AND TYPOGRAPHY The Hyphenation Exceptions dialog box The Suggested Hyphenation dialog box (Utilities menu) displays the recommended hyphenation of a word that is based on the hyphenation method specified for the paragraph and the hyphenation exceptions for the paragraph's language. Hyphenation exception files Hyphenation exception lists can be stored in separate .xml files. These .xml files can than be imported into your project and also exported and shared with other users and projects.
TEXT AND TYPOGRAPHY The Select Hyphenation Exceptions File dialog box 2 Search for and select the hyphenation exception .xml file you wish to import. 3 Check Append to Existing (default) to append the hyphenation exceptions to an existing list. If there are conflicts between words on the old list and the list you are attempting to append, a conflict resolution window will open.
TEXT AND TYPOGRAPHY If the file you are importing does not contain hyphenation exceptions for a particular language, then any existing hyphenation exceptions for that language will be erased. Since Hyphenation Exceptions can be added at either at the application or layout level: • Importing hyphenation exceptions when no project is open would result in the hyphenation exceptions being imported at the application level for all the languages.
TEXT AND TYPOGRAPHY resources at the job jacket level. These resources are not available at the Job Ticket level but can be referenced in the layout item. To add a hyphenation exceptions files as a Job Jacket resource: 1 Open the Job Jackets Manager dialog box (Utilities menu). 2 In the list on the left, open or create a Job Jackets file. The Resource categories in the Job Jackets file are listed in alphabetical order in the list on the upper right.
TEXT AND TYPOGRAPHY By default the value of this attribute is No. To make it default, change its value to Yes. Only one hyphenation exceptions resource item can be declared as the default. If you make changes to the Job Jacket, you must then link the new Job Jacket to the project using File > Job Jackets > Link Project. Job Tickets and hyphenation exceptions Hyphenation exceptions reside at the layout level and not the project level.
TEXT AND TYPOGRAPHY 3 Select Layouts from the list of resource types in the top-right list. Any layout definitions in the Job Ticket display in the bottom-right list. 4 Select an existing layout from the list of layouts in the bottom-right list or click to create a new layout definition. 5 Click the expander button next to the layout definition name to display the fields of the layout definition.
TEXT AND TYPOGRAPHY • If the user has defined a hyphenation exception resource item as the Default, the synchronization feature works even when there is no layout item defined in the Job Ticket. • Synchronization does not work if any change related to hyphenation exceptions resource item is made in the Job Jacket that is already linked with a project. In order to get the changes reflected, user must relink the project with the same Job Jacket. • The synchronization feature works for all the languages.
TEXT AND TYPOGRAPHY 3 Select the desired Job Jacket and click OK. 4 Select Hyphenation Exceptions from the list of Resource types in the top-right list and click to add a hyphenation exception file as a resource. 5 Click the Source attribute and select Quark Publishing Platform from the dropdown menu.
TEXT AND TYPOGRAPHY 6 Click the Browse button and select the desired hyphenation exceptions file and click OK. Synchronization of hyphenation exceptions files on Platform If you have created a project from a Job Jacket, containing a hyphentation exception reference, then any changes performed in the hyphenation exception file will get reflected in the layout the next time the project is opened or re-linked to the job ticket.
TEXT AND TYPOGRAPHY Controlling tracking Tracking lets you adjust the space between selected characters and words for copyfitting and typographic effects. Tracking values are expressed as 1/200 of an em space. A positive tracking value increases the space to the right of each character; a negative value decreases it. Tracking is commonly used for copyfitting. However, too much tracking can interfere with design and readability.
TEXT AND TYPOGRAPHY Sending Sending lets you fix the distance between the left edges of successive character bounding boxes in horizontal text, or the top edges of successive character bounding boxes in vertical text. You can apply sending by selecting text and entering an explicit measurement (such as 2mm or 8q) in the Track Amount field in the Home/Classic or Character/Character Attributes tab of the Measurements palette.
TEXT AND TYPOGRAPHY Use the Style Sheets dialog box to create, edit, and delete style sheets. To create a paragraph style sheet, choose Paragraph from the New drop-down button. The Edit Paragraph Style Sheet dialog box displays. Use the controls in this dialog box to configure the attributes of the style sheet.
TEXT AND TYPOGRAPHY Use the Edit Paragraph Style Sheet dialog box to configure a paragraph style sheet. First, configure the controls in the General tab: • Name: Enter a name in this field, or the application will use a default "New Style Sheet" name. • Keyboard Equivalent: To define a keyboard command for the style sheet, enter one in the Keyboard Equivalent field. You can enter any combination of Command, Option, Shift, or Control/Ctrl or Ctrl+Alt, along with a function or keypad key.
TEXT AND TYPOGRAPHY • Style: To associate a character style sheet with the paragraph style sheet, choose an option from the Style drop-down menu in the Character Attributes area. To create a character style sheet, see "Creating and editing character style sheets." Next, use the Formats, Tabs, and Rules tabs to specify additional attributes for your paragraph style sheet. When you're done, click OK to return to the Style Sheets dialog box, then click Save to save the style sheet.
TEXT AND TYPOGRAPHY Use the Edit Character Style Sheet dialog box to configure a character style sheet. First, configure the controls in the General tab: • Name: Enter a name in this field, or the application will use the default "New Style Sheet" name. • Keyboard Equivalent: To define a keyboard command for the style sheet, enter one in the Keyboard Equivalent field. You can enter any combination of Command, Option, Shift, or Control/Ctrl or Ctrl+Alt, along with a function or keypad key.
TEXT AND TYPOGRAPHY To update both the paragraph style sheet and the character style sheet applied to text so that they reflect local formatting, choose Style > Update Style Sheet > Both. Applying style sheets To apply a style sheet to selected text, do one of the following things: • Choose the style sheet name from the Style > Paragraph Style Sheet submenu or the Style > Character Style Sheet submenu. • Display the Style Sheets palette (Window menu) and then click the style sheet name in the palette.
TEXT AND TYPOGRAPHY When local paragraph or character attributes exist in selected text, a plus sign displays next to the style sheet name in the Style Sheets palette. To remove local attributes, click No Style and then reselect the style sheet, or Option+click/Alt+click the style sheet name.
TEXT AND TYPOGRAPHY A conditional style that produces the above formatting Once you've captured these rules in a conditional style, you can style a run of text by simply selecting it and then clicking the conditional style's name in the Conditional Styles palette. Conditional Styles palette It is important to understand that conditional styles are applied at the paragraph level. Each paragraph can have only one conditional style applied to it.
TEXT AND TYPOGRAPHY Creating a conditional style To create a conditional style: 1 Choose Edit > Conditional Styles. The Conditional Styles dialog box displays. 2 Click New. The Edit Conditional Style dialog box displays. Edit Conditional Style dialog box 3 Enter a name for the conditional style in the Name field. 4 To begin building a rule, choose an option in the first column: • Apply: Use this option to apply formatting to text. • Go: Use this option to move to a different point in the text.
TEXT AND TYPOGRAPHY 7 In the fourth column, indicate how many occurrences of the option in the fifth column to apply to or through. 8 In the fifth column, choose which entity to jump or format to or through: • Cursor Position: Choose this option to apply a paragraph style sheet to the current location without moving. • Conditional Style Marker: Choose this option to jump or format to the next conditional style marker. For more information, see "Conditional style markers.
TEXT AND TYPOGRAPHY • Text: Choose this option to repeat when a particular chunk of text is found, then enter the target text in the field. • Character: Choose this option to repeat when a particular character is found, then enter the character in the next column. If you want to repeat at each instance of one of several characters, enter all of them with no characters between them. For example, if you enter "abc" here, the application will repeat when "a", "b", or "c" is encountered.
TEXT AND TYPOGRAPHY point in the paragraph, then click No Conditional Style in the Conditional Styles palette. Removing conditional styles There are two ways to remove conditional styles from text to which they have been applied: • To remove the conditional styles from the selected paragraphs and revert the text to its underlying paragraph style sheets, choose Revert to Base Style from the Conditional Styles palette menu.
TEXT AND TYPOGRAPHY Conditional style that uses conditional style markers 3 Apply the conditional style to the text. Each article is automatically formatted. Text with conditional style applied Editing a conditional style There are two ways to edit a conditional style: • Choose Edit > Conditional Styles, select the conditional style, and then click Edit. • Select the conditional style in the Conditional Styles palette and click Edit .
TEXT AND TYPOGRAPHY A bullet style describes how a bullet should look, how far it should be from the text, and how it should be aligned. A numbering style describes how a number should look, what format it should have, how far it should be from the text, and how it should be aligned. An outline style defines indents for up to nine indent levels. You can associate a bullet or numbering style with each level.
TEXT AND TYPOGRAPHY To control how the bullet is styled, choose an option from the Character Style drop-down menu. Choose Inherit from Paragraph to use the paragraph's character formatting for the bullet, or choose a character style sheet to use that character style sheet's formatting. Enter the actual bullet character or characters in the Bullet Characters field.
TEXT AND TYPOGRAPHY Edit Numbering Style dialog box To control how the numbers are styled, choose an option from the Character Style drop-down menu. Choose Inherit from Paragraph to use the paragraph's character formatting for the numbers, or choose a character style sheet to use that character style sheet's formatting. Choose a number format from the Format drop-down menu. If you want prefix or suffix characters around the number, enter them in the Prefix and Suffix fields.
TEXT AND TYPOGRAPHY • (Windows only): Choose Style > Formats, check Restart Numbering, and enter a starting number in the Start At field. • (Mac OS X only): Use the Bullets and Numbers tab of the Measurements palette. Working with outline styles An outline style defines indents for up to nine indent levels. You can associate a bullet or numbering style with each level. You can also choose whether to include the numbers from previous levels, as you would in some types of outline.
TEXT AND TYPOGRAPHY This diagram illustrates the relationship between level indents and bullet outsets. Numbering outsets work the same way. The Include Lower Levels/Separator column lets you choose to append the numbers from lower levels to the beginning of a number, and to specify how the numbers from the various levels are separated. For example, if you check this box for level 3 and specify a period as the separator, the numbering for level-3 text might look like this: 1.3.
TEXT AND TYPOGRAPHY How the Minimum Bullet/Number Distance from Text value is applied There are two ways to apply an outline style to text: • Choose the outline style's name from the •/123 menu in the Paragraph/Paragraph Attributes tab of the Measurements palette. • Associate the outline style with a paragraph style sheet, then apply that style sheet to the text. For more information, see "Bullets, numbering, outlines, and style sheets.
TEXT AND TYPOGRAPHY Associating a bullet, numbering, or outline style with a paragraph style sheet When you apply this style sheet to a paragraph, the bullet, numbering, or outline style will also be applied. Positioning text in text boxes The topics below cover several ways to control the vertical and horizontal positioning of text in text boxes. Using baseline grid QuarkXPress versions 7.0 and earlier included a feature called Baseline Grid.
TEXT AND TYPOGRAPHY • Top: In top-aligned text boxes, lines of text are positioned in the box with the top of the first line positioned as specified in the First Baseline area. • Centered: In center-aligned text boxes, lines of text are centered between the First Baseline's ascent and the bottom of the text box. • Bottom: In bottom-aligned text boxes, lines of text are positioned with the last line flush with the bottom of the box.
TEXT AND TYPOGRAPHY Controlling font usage To view and replace fonts, display the Fonts pane of the Usage dialog box (Utilities menu). This pane lists all fonts used in the active project. To replace every occurrence of a font, select the font name, click Replace, and choose a replacement font. If a font is listed in the Fonts tab (Utilities > Usage) as [Name of Font] preceded by a negative number, the system you are using does not have that font installed.
TEXT AND TYPOGRAPHY Running text around all sides of an item To run text around all sides of an item, select a text box with either the Text Content or the Item tool tool , and then: • (Windows only): Display the Text tab of the Modify dialog box (Item menu), and then check Run Text Around All Sides • (Mac OS X only): Use the Text Box tab of the Measurements palette. The Run Text Around All Sides preference is set by default.
TEXT AND TYPOGRAPHY Running text around pictures Image editing applications can embed paths and alpha channels in an image. A path is a smooth Bézier shape, whereas an alpha channel is usually a grayscale image. Both paths and alpha channels are typically used to determine which parts of an image should be shown and which parts should be hidden or transparent.
TEXT AND TYPOGRAPHY Runaround tab of Picture dialog box, showing runaround preview (Mac OS X only): To apply text runaround to a picture box in front of a text box, select the picture box, use the Runaround tab of the Measurements palette.
TEXT AND TYPOGRAPHY You can also change the types of the runaround path's points and segments with the controls in the Measurements palette. To change a point from one type to another, use one of the following three buttons: • Symmetrical Point : A symmetrical point connects two curved lines to form a continuous curve. The result is similar to a smooth point, but the curve handles always rest on a straight line through the point and are always equidistant from the point.
TEXT AND TYPOGRAPHY Creating drop caps Drop caps are initial caps that hang two or more lines below the first line of a paragraph. The automatic Drop Caps feature enlarges the drop cap characters and runs the paragraph around the drop caps automatically. The typeface and styles match the rest of the paragraph.
TEXT AND TYPOGRAPHY 2 Choose Edit > Cut or Edit > Copy. 3 Select the Text Content tool and place the Text Insertion bar where you want to anchor the item. 4 Choose Edit > Paste to anchor the item at the text insertion point. Cutting, copying, pasting, and deleting anchored boxes and lines To cut or copy an anchored item, select the item as you would any text character and choose Edit > Cut or Edit > Copy.
TEXT AND TYPOGRAPHY Applying OpenType styles You can apply an OpenType "style" to characters to display different, specially designed, or repositioned glyphs within the current font. For example, you can apply Fractions to access specific fraction glyphs instead of manually formatting fractions by resizing and repositioning existing characters. Likewise, applying Standard Ligatures represents characters according to ligatures available in the font. (See "Using ligatures" for more information.
TEXT AND TYPOGRAPHY OpenType styles available in the Character Attributes dialog box OpenType styles include the following: • Standard Ligatures: Apply ligatures that are designed to enhance readability and are in standard use. • Discretionary Ligatures: Apply ligatures that are not in standard use. This feature covers the ligatures that may be used for special effect at the user's preference. • Tabular Figures: Apply equal widths to numbers. • Proportional Figures: Apply unequal widths to numbers.
TEXT AND TYPOGRAPHY • Ordinals: Apply ordinal number glyphs. • Titling Alternates: Apply capital letter glyphs designed for titles at larger point sizes. • Contextual Alternates: Apply alternate glyph variations based on contextual juxtapositions of text. • Localized Forms: Replace default forms of glyphs with localized forms. This feature is dependent on the text language of the base text. • H\V Kana Alternates: Apply specially designed horizontal or vertical Kana forms that correspond with the story dire
TEXT AND TYPOGRAPHY Measurements palette (Window menu). This will apply ligatures such as fi, fl, ff, ffi, ffl, fj, ffj, and th — if they are built into the font. In addition, you can choose Discretionary Ligatures to apply rare ligatures such as ct, sp, st, and fh. If either ligature option displays in brackets, the OpenType font in use does not support those ligature features.
TEXT AND TYPOGRAPHY You can also apply stylistic sets to a style sheet when adding a new style sheet or editing an existing style sheet.
TEXT AND TYPOGRAPHY Use the Glyphs palettes to view the available stylistic sets available for each font. The alternates that are grouped for each stylistic set will be displayed.
TEXT AND TYPOGRAPHY After a stylistic set has been applied to text, you can use the Find/Change palette to search for text based on the stylistic set applied, and then optionally change the stylistic set that is applied. Working with the Glyphs palette A glyph is the smallest unit of a font — each uppercase letter, for example, consists of its own glyph. To access all the glyphs in a font — especially an OpenType font that may include tens of thousands of glyphs — you need to view a complete character map.
TEXT AND TYPOGRAPHY • If necessary, click the Zoom tool on the palette to increase the size of the glyphs. • If you need a glyph's Unicode code point — for HTML authoring, for example — you can see the Unicode code in the lower part of the palette. • To insert a glyph at the text insertion point, double-click the glyph in the Glyphs palette. • If you frequently use specific glyphs from a font, you can save those glyphs as favorites for quick access.
TEXT AND TYPOGRAPHY same paragraph without triggering poor hyphenation or more Suspect Words in Spell Check (Utilities menu). In addition to applying a specific language to characters, you can apply None so that a word is not considered for hyphenation or spell checking. To apply a language to selected characters, use the Language drop-down menu in the Character Attributes dialog box (Style > Character) (Windows only), or the Character/Character Attributes tab of the Measurements palette.
TEXT AND TYPOGRAPHY Working with design grids The design grid feature is an extension of the baseline grid feature in versions 7 and earlier of QuarkXPress and QuarkCopyDesk. Design grids make it even easier for you to define grids, allowing you to align text and objects precisely on both the page and text box levels. For information on preferences related to design grids, see "Preferences — Layout — Guides and Grid.
TEXT AND TYPOGRAPHY In the vertical story direction, a line in a design grid includes a leftline, a baseline, a centerline, a rightline, and a full cell box. Master page grids and text box grids There are two kinds of default design grids: Master page grids and text box grids. Every page and every text box has a design grid associated with it. You can hide or show design grids for an entire layout by choosing View > Page Grids or View > Text Box Grids.
TEXT AND TYPOGRAPHY A page with its master page grid displayed, with only full cell boxes showing. A text box with its text box grid displayed, with all grid lines showing. A text box with its text box grid displayed, with the baseline and full cell boxes showing. For more information, see "Using a master page grid." To use the baseline grid feature as it existed in QuarkXPress and QuarkCopyDesk 7.x and earlier, show the baseline and hide the other grid lines.
TEXT AND TYPOGRAPHY Grid styles A grid style is a named package of settings that describe a grid — like a style sheet for a design grid. You can apply grid styles to text boxes and can use them as the basis for master page grids. You can also base grid styles on other grid styles. Grid styles are displayed in the Grid Styles palette (Window menu). For more information, see "Working with grid styles." Design grid basics The following topics explain how to work with design grids.
TEXT AND TYPOGRAPHY To synchronize the values in the Top and Bottom or Left and Right fields, click the chain icon next to the fields. • Under Column Guides, enter a value in the Columns field to specify the number of columns on the master page. Enter a value in the Gutter Width field to define the space between columns. • The Content Dimensions field displays the area inside the margin guides. • To control the placement and spacing of the grid, use the controls in the Text Settings tab.
TEXT AND TYPOGRAPHY • To specify which grid lines display, use the controls in the Display Settings tab. For more information, see "Design grids: Display Settings tab." • To preview changes as you make them, check Preview. • To use the specifications of an existing master page grid, grid style, or style sheet, click Load Settings. For more information, see "Loading grid settings.
TEXT AND TYPOGRAPHY • Font Scaling: Choose Horizontal or Vertical and enter a percentage of the font size in the field. If you choose Horizontal, this value determines the full cell width. If you choose Vertical, this value determines the full cell height. • Line Spacing and Leading: The Line Spacing and Leading values determine grid spacing. Line spacing is based on the following formula: Font Size multiplied by Vertical Scaling plus Line Spacing equals Leading.
TEXT AND TYPOGRAPHY Adjust Lines Within Margins dialog box Use the Adjust Lines Within Margins dialog box (Master Guides & Grid > Adjust) to change the number of grid lines that fit within the margins of a master page. Use the Adjust Lines Within Margins dialog box (Master Guides & Grid > Adjust) to change the number of cells per line and the number of grid lines that fit within the margins of a master page.
TEXT AND TYPOGRAPHY perfectly, the increment bar displays 0. If the grid increments do not align perfectly with the page, an estimate of the fraction displays in the increment bar. • The Characters per page field displays the number of characters that can fit on a page, based on the current values. • Click Adjust Margins to adjust the Cells per line and Lines per page values based on changes to margin guide positions. Click one of the nine squares to anchor the base margin from which changes are calculated.
TEXT AND TYPOGRAPHY Use the Adjust Lines Within Box dialog box to adjust grid settings for an active text box. • Enter values in the Cells per line and Lines in Box field to change the number of cells and lines in the active box. • The increment bars display a percentage (from 0 to +1) to indicate the fraction by which a grid pattern does not fit in the box. If the Cells per line or Lines in Box increments align perfectly, the increment bar displays 0.
TEXT AND TYPOGRAPHY Design grids: Display Settings tab A design grid includes separate lines to indicate the topline, the centerline, the baseline, and the bottomline. A design grid includes separate lines to indicate the topline, the centerline, the baseline, the bottomline, and the full cell box. Use the controls in the Display Settings tab to show or hide grid lines and to specify grid line color, width, and style.
TEXT AND TYPOGRAPHY Design grids: Cell Alignment tab Use the Cell Alignment tab to specify how cells are aligned within the grid. The Cell Alignment tab in the Grid Settings and Edit Grid Style dialog boxes Loading grid settings To use a grid style, style sheet, or master page grid as the basis for a master page grid or text box grid: 1 Click Load Settings in the Master Guides & Grid, Grid Settings, or Edit Grid Style dialog box. The Load Settings dialog box displays.
TEXT AND TYPOGRAPHY Select a grid style, style sheet, or master page in the Load Settings dialog box. 2 Choose All, Grid Styles, Master Pages, or Paragraph Style Sheets from the Show drop-down menu. 3 Select an existing grid style, style sheet, or master page from the list, and then click OK. The specifications in the grid style, style sheet, or master page you load are displayed in the Master Guides & Grid, Grid Settings, or Edit Grid Style dialog box.
TEXT AND TYPOGRAPHY Grid style with "Body Copy" style sheet loaded If you load a style sheet for a grid style, you can specify that future changes to the style sheet update the grid style automatically by checking Link to Paragraph Style Sheet
