A Guide to QuarkXPress 2017
CONTENTS Contents About this guide.........................................................................15 What we're assuming about you.....................................................................15 Where to go for help.......................................................................................15 Conventions....................................................................................................15 Technology note.............................................................
CONTENTS HTML5 Palette.........................................................................................................63 Hyperlinks palette...................................................................................................63 Image Editing palette..............................................................................................64 Index palette...........................................................................................................64 Item Styles palette.
CONTENTS Import an object as a native QuarkXPress object...........................................91 Content variables.......................................................................93 Edit content variables.....................................................................................94 Create a custom content variable...................................................................95 Insert a content variable................................................................................
CONTENTS Spacing and aligning items ..................................................................................126 Rotating items.......................................................................................................126 Skewing items.......................................................................................................127 Locking and unlocking items.................................................................................127 Anchoring items and groups in text..
CONTENTS Applying a font......................................................................................................164 Choosing a font size..............................................................................................164 Applying type styles..............................................................................................165 Applying color, shade, and opacity......................................................................
CONTENTS Positioning text in text boxes.......................................................................217 Using baseline grid................................................................................................217 Aligning text vertically...........................................................................................217 Specifying text inset..............................................................................................218 Controlling font usage..................
CONTENTS Custom Underline.................................................................................................257 Hyperlinks.....................................................................................................258 Creating a destination...........................................................................................259 Creating an anchor................................................................................................
CONTENTS The Colors palette.................................................................................................282 The Colors dialog box...........................................................................................283 Creating a color.....................................................................................................283 Creating gradients.................................................................................................284 Editing a color............
CONTENTS Using automatic page numbering.................................................................312 Creating an automatic text box....................................................................312 Working with master pages..........................................................................313 Creating a master page.........................................................................................313 Applying master pages..............................................................
CONTENTS Printing chapters...................................................................................................341 Generate a PDF from a Book................................................................................341 Creating indexes and tables of contents for books..............................................342 Working with libraries...................................................................................343 Creating libraries..............................................
CONTENTS Images submenu...................................................................................................383 Picture Box submenu............................................................................................384 Saving submenu....................................................................................................384 Special submenu...................................................................................................384 Stories submenu...................
CONTENTS Job Jackets...............................................................................406 Understanding Job Jackets...........................................................................406 What are Job Jackets?..........................................................................................407 The structure of Job Jackets.................................................................................407 Sample Job Jackets workflow.................................................
CONTENTS Nonmatching Preferences alert.............................................................................447 Changes to QuarkXPress preferences...................................................................448 What's in the preferences files..............................................................................448 Application preferences................................................................................449 Preferences — Application — Display................................
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. To maintain the text in their respective boxes, hold down the Alt/Option key when using this tool. • Use the Text Unlinking tool to unlink text boxes.
THE USER INTERFACE segment. Select this tool and click a rectangular box or straight line to convert the item to a Bézier box or line. • Use the Scissors tool to cut an item into distinct paths. • Use the Select Point tool to select curves or points so that you can move them or delete them. Press Shift and click to select multiple points. Option-click/Alt-click a point to make it symmetrical. • Use the Freehand Drawing tool to draw any shape line or box you want.
THE USER INTERFACE Tool Windows Mac OS X Text Linking tool T N Text Unlinking tool T N Picture Content tool R R Rectangle Box tool B B Oval Box tool B B Starburst tool B B ShapeMaker tool M M Composition Zones tool L B Line tool P L Orthogonal Line tool P L Bézier Pen tool P P Add Point tool P P Remove Point tool P P Convert Point tool P P Scissors tool P P Select Point tool P P Freehand Drawing tool P P Item Format Painter tool I I Table tool G G
THE USER INTERFACE Starburst tool Use the Starburst tool to quickly and easily create star-shaped boxes. Create a star-shaped picture box using the Starburst tool in two ways. 1 Select the Starburst tool , and then click and drag. 2 To define specific attributes as you create the star burst box, select the Starburst tool, and then position the crosshair pointer where you want the star-shaped box and click once.
THE USER INTERFACE Enter values for the following fields: • Width • Height • Select Create From Center to specify that the center of the shape should be where you placed the crosshair point. You can apply the default attributes or click the arrrow next to the shape preview to select a predefined shape. Click Create. Default star settings To edit the default star settings that will automatically be applied when using this tool, double-click the Star tool.
THE USER INTERFACE Specify the default settings that will be applied when using this tool: • Check Secondary to add additional secondary sides/points. This allows you to add a different angle/shape in between the sides of a Star shape • Sides: Specify the number of sides (points) the star will have . • Inner Radius: Specify the inner radius of each point in the star. • Edges: Specify the shape the edges of the star will be (Flat, Concave, Convex, Outer Swirl, Inner Swirl, Opposite Swirl, or Tandem Swirl).
THE USER INTERFACE To delete a predefined shape, hold down the Alt/Option key while selecting it from the list. Using the Polygon tool To create a polygon shape in two ways.: 1 Select the Polygon tool , position the crosshair pointer where you want the polygon and then click and drag. 2 Select the Polygon tool , position the crosshair pointer where you want the polygon and click once.
THE USER INTERFACE Click Create. Default polygon settings To edit the default polygon settings that will automatically be applied when using this tool, double-click the Polygon tool. The Edit Polygon Settings dialog displays: Specify the default settings that will be applied when using this tool: • Sides: Lets you specify how many sides the polygon has • Edges: Lets you control whether the edges of the box are flat or curved.
THE USER INTERFACE • Item: Specifies the type of box the shape should be placed into. The choices are Text Box, Picture Box, None Box, Text Path, and Rule Path. • Width, Height, Columns, and Gutters: Specifies the box attributes. To revert to the default shape, click the Reset button . Once you have defined the default attributes, you can click the Add Preset button to save this customized shape to use later. To delete a predefined shape, hold down the Alt/Option key while selecting it from the list.
THE USER INTERFACE • Select Create From Center to specify that the center of the shape should be where you placed the crosshair point. You can apply the default attributes or click the arrrow next to the shape preview to select a predefined shape. Click Create. Default rounded rectangle settings To edit the default rounded rectangle settings that will automatically be applied when using this tool, double-click the Rounded Rectangle tool.
THE USER INTERFACE • Use the drop-down menus 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. • Balance: For some options, lets you control whether the corners lean toward the sides of the box or toward the top.
THE USER INTERFACE Enter values for the following fields: • Width • Height • Select Create From Center to specify that the center of the shape should be where you placed the crosshair point. You can apply the default attributes or click the arrrow next to the shape preview to select a predefined shape. Default diamond settings To edit the default diamond settings that will automatically be applied when using this tool, double-click the Diamond tool.
THE USER INTERFACE Specify the default settings that will be applied when using this tool: • Edges: Specify the shape the edges of the diamond will be (Flat, Concave, Convex, Outer Swirl, Inner Swirl, Opposite Swirl, or Tandem Swirl). If you choose an option other than Flat, you can indicate the curvature of the eges with the Curvature controls. If you choose one of the Swirl options, you can indicate the direction of the swirl with the Orientation controls.
THE USER INTERFACE To delete a predefined shape, hold down the Alt/Option key while selecting it from the list. Using the Triangle tool To create a triangle shape in two ways.: 1 Select the Triangle tool , position the crosshair pointer where you want the triangle and then click and drag. 2 Select the Triangle tool , position the crosshair pointer where you want the triangle and click once.
THE USER INTERFACE Default triangle settings To edit the default triangle settings that will automatically be applied when using this tool, double-click the Triangle tool. The Edit Triangle Settings dialog displays: Specify the default settings that will be applied when using this tool: • Edges: Specify the shape the edges of the triangle will be (Flat, Concave, Convex, Outer Swirl, Inner Swirl, Opposite Swirl, or Tandem Swirl).
THE USER INTERFACE • Width, Height, Columns, and Gutters: Specifies the box attributes. To revert to the default shape, click the Reset button . Once you have defined the default attributes, you can click the Add Preset button to save this customized shape to use later. To delete a predefined shape, hold down the Alt/Option key while selecting it from the list.
THE USER INTERFACE You can apply the default attributes or click the arrrow next to the shape preview to select a predefined shape. Default wave settings To edit the default wave settings that will automatically be applied when using this tool, double-click the Wave tool. The Edit Wave Settings dialog displays: Specify the default settings that will be applied when using this tool: • Top, Left, Bottom, and Right: These controls let you configure the four sides of the box.
THE USER INTERFACE • Item: Specifies the type of box the shape should be placed into. The choices are Text Box, Picture Box, None Box, Text Path, and Rule Path. • Width, Height, Columns, and Gutters: Specifies the box attributes. To revert to the default shape, click the Reset button . Once you have defined the default attributes, you can click the Add Preset button to save this customized shape to use later. To delete a predefined shape, hold down the Alt/Option key while selecting it from the list.
THE USER INTERFACE • Select Create From Center to specify that the center of the shape should be where you placed the crosshair point. You can apply the default attributes or click the arrrow next to the shape preview to select a predefined shape. Default spiral settings To edit the default spiral settings that will automatically be applied when using this tool, double-click the Spiral tool.
THE USER INTERFACE • Winds: Lets you control how many times the spiral goes around. • Rate: Lets you control how quickly the width of the spiral increases. • Segments: Lets you control how circular the spiral is allowing you to specify the number of segments per wind. • Smoothness: Lets you control how smooth the spiral is. You can get a harder-edged shape by lowering the Segments value and decreasing the Smoothness value. • Clockwise and Counterclockwise: Lets you control the direction of the spiral.
THE USER INTERFACE Enter values for the following fields: • Width • Height • Select Create From Center to specify that the center of the shape should be where you placed the crosshair point. You can apply the default attributes or click the arrrow next to the shape preview to select a predefined shape. Default cloud settings To edit the default cloud settings that will automatically be applied when using this tool, double-click the Cloud tool.
THE USER INTERFACE Specify the default settings that will be applied when using this tool: • Sides: Specify the number of sides the cloud shape will have. • Edges: Specify the shape the edges of the cloud will be (Flat, Concave, Convex, Outer Swirl, Inner Swirl, Opposite Swirl, or Tandem Swirl). If you choose an option other than Flat, you can indicate the curvature of the edges with the Curvature controls.
THE USER INTERFACE To delete a predefined shape, hold down the Alt/Option key while selecting it from the list. 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. This menu contains the same commands as in the application menu for other Mac OS X applications — to hide or show QuarkXPress and other applications, to access preferences, and to quit QuarkXPress.
THE USER INTERFACE File menu The File menu enables you to manipulate electronic files in a number of ways, including the ability to create, open, print, and save. This menu includes the following commands: • New: Choose an option from the New submenu to create a project. If you choose New Project from Ticket, you can select a Job Ticket from which you can create the project. You can also use this submenu to create new libraries and books. • Open: Use this option to open project files.
THE USER INTERFACE • Redo: Redoes an undone action. • Cut: Cuts the selected content. • Copy: Copies the selected content to the clipboard. • Paste: Pastes the clipboard contents on the active page. • Paste Without Formatting: Pastes the clipboard contents as plain text. • Paste In Place: Pastes a duplicated or copied item onto the active page at the same position from which it was originally copied. • Paste as Native Objects: To convert the item to be pasted to a native QuarkXPress object.
THE USER INTERFACE • H&Js: Lets you add, edit, and delete H&J (hyphenation and justification) definitions. H&Js let you control how text breaks. For more information, see "Controlling hyphenation and justification." • Grid Styles: Lets you add, edit, and delete patterns of non-printing design grids that you can apply to text components. For more information, see "Working with design grids." • Dashes and Stripes: Lets you add, edit, and delete custom line patterns.
THE USER INTERFACE • Color: Lets you change the color of selected text. • Shade: Lets you set the tint of an applied color. • Opacity: Lets you control the transparency of selected text. • Horizontal/Vertical Scale (Windows only): Lets you stretch selected text horizontally or vertically. • Kern (Windows only) : Lets you add or remove all manual kerning applied between characters, or remove kerning from a kerning pair.
THE USER INTERFACE • Rules (Windows only): Lets you create automatic lines above and below selected paragraphs. • Paragraph Style Sheet: Lets you apply paragraph style sheets to selected text. • Character Style Sheet: Lets you apply character style sheets to selected text. • Footnotes/Endnotes: Lets you view, add and edit footnotes and endnotes. • Footnote Separator Style: Lets you apply a different footnote separator style.
THE USER INTERFACE • Item Styles: Lets you view and update applied item styles. • Flip Picture Horizontal: Flips the selected picture horizontally. • Flip Picture Vertical: Flips the selected picture vertically. • Hyperlink: Lets you modify and apply a hyperlink, page link, or anchor to a selected picture or box. • Anchor: Lets you create or modify an anchor for a selected picture or box. • Image Editing: Lets you apply picture effects to the image in the box.
THE USER INTERFACE • Delete: Lets you delete a selected item and its contents. • Lock: Lets you prevent accidental changes to items and their contents by locking its position or content. • Fit Box to Text: Reduces or enlarges the text box to fit the size of the text it contains.
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. • Note: Lets you insert, delete, and navigate between notes. For more information, see "Notes." • Scale: Lets you set the scale settings.
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 highlighting for the content variables. • Highlight Cross References: Displays highlighting for cross references. • Highlight Non-Breaking Text: Displays highlighting for text that has the non-breaking attribute applied.
THE USER INTERFACE • Hyphenation Exceptions: Displays a submenu that allows you to edit the exceptions and also import and export .xml files containing lists of language-specific hyphenation exceptions. Displays the Hyphenation Exceptions dialog box. • Convert Project Language : Lets you convert all of the characters in the active project that use a particular character language to a different character language.
THE USER INTERFACE • Profile Manager: Lets you control which color profiles are loaded in the application. • Make QR Code: Lets you generate vector Quick Response (QR) codes directly within QuarkXPress then style and color them the way you want.. You have the choise between creating vector based QR codes or pixel based QR codes. If you choose pixel based QR codes, they will be created in your Documents folder. When you call the QR Code dialog again, the data behind the QR code will be shown.
THE USER INTERFACE • Callout Styles: Displays the Callout Styles palette. For more information, see "Working with callout styles." • Colors: Displays and hides the Colors palette. • Conditional Styles: Displays the Conditional Styles palette. For more information, see "Working with conditional styles." • Content: Displays and hides the Content palette. • Content Variables: Displays and hides the Content Variables palette. • Footnote Styles: Displays and hides the Footnote Styles 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 To close an open palette, click the close box in the upper-left corner of the palette, uncheck the palette name in the Window menu, or use the appropriate keyboard equivalent. Keyboard Increments allow you to use the keyboard arrow keys to increase/decrease the values in several fields in the Measurement palette as well as many fields in various dialogs. Using the Shift/Alt key in conjunction with the up/down arrow keys changes the amount the value is increased/decreased.
THE USER INTERFACE 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. Advanced Image Control palette The Advanced Image Control palette lets you control the display of imported images. For more information, see "Working with PSD pictures.
THE USER INTERFACE 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 Colors palette lets you view and apply colors.
THE USER INTERFACE The Content palette provides access to items in the shared content library. Content Variables palette The Content Variables palette provides access to content variables. From this palette, you can add, edit, and duplicate content variables. You can also search for content variables and convert existing content variables to text. This palette lists the preefined content variables and allows you to create new ones of various content variable types.
THE USER INTERFACE • change between different footnote/endnote styles by selecting the footnote/endnote reference in the parent text and clicking on the desired style in the palette. Users can also insert, add and edit footnote styles using the Edit > Footnote Styles menu item. Users can also insert footnotes and switch between footnotes and the reference text using the Style > Footnotes/Endnotes menu item. For more information, see "Working with footnotes and endnotes.
THE USER INTERFACE The Glyphs palette gives you easy access to every character in every font. Gradients palette The Gradients palette lets you define and apply multi-color gradients. For more information, see "Creating gradients." The Gradients palette lets you define and apply gradients. Grid Styles palette 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.
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 layout, see Digital Publishing with QuarkXPress. Hyperlinks palette The Hyperlinks palette lets you add and edit hyperlinks in your document.
THE USER INTERFACE Image Editing palette The Image Editing palette lets you edit the raster image of an imported image in QuarkXPress. For more information, see "Editing the raster image." The Image Editing palette. 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 USER INTERFACE Item Styles palette The Item Styles palette lets you work with item styles. For more information, see "Item Styles." Layers palette The Layers palette lets you create layers, edit layer properties, control whether those layers display and print, and move objects between layers. For more information, See "Working with layers." 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.
THE USER INTERFACE The Lists palette lets you create things like tables of contents Measurements palette With the Measurements palette (Window menu), you can quickly edit many commonly used controls. Options in the Measurements palette change to reflect the 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.
THE USER INTERFACE • Home tab: Contains often-used controls. Displays differently for text boxes, picture boxes, lines, and tables. • Character tab: Contains controls allowing you to set the character attributes of the currently selected text. • Paragraph tab: Contains controls allowing you to set the paragraph attributes of the currently selected text box. • Rules tab: Contains controls allowing you to set the rules attributes of the currently selected text box.
THE USER INTERFACE • Runaround tab: Contains controls allowing you to set the frame attributes of the currently selected object. Displays differently for text boxes, picture boxes, and lines. • Space/Align tab: Contains controls from the Space/Align submenu (Item > Space/Align).
THE USER INTERFACE • Home tab: Contains often-used controls. Displays differently for text boxes, picture boxes, lines, and tables. • Text tab: Contains controls from the Text tab of the Modify dialog box (Item > Modify). • • Frame tab: Contains controls from the Frame tab of the Modify dialog box. Runaround tab: Contains controls from the Runaround tab of the Modify dialog box. Displays differently for text boxes, picture boxes, and lines.
THE USER INTERFACE Page Layout palette The Page Layout palette provides a variety of features having to do with pages and navigation. The Page Layout palette lets you work with master pages and layout pages. The top portion of the palette lets you create, duplicate, and delete master pages. To view and edit a master page, double-click it; the master page displays in the active project window.
THE USER INTERFACE 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. For more information, see "Scale functionality." Style Sheets palette The Style Sheets palette (Window > Style Sheets) enables you to apply character and paragraph style sheets by clicking style sheet names.
THE USER INTERFACE The Table Styles palette provides access to the table styles. Text Shading Styles palette The Text Shading Styles palette allows you to add, edit, and delete text shading styles. The Text Shading Styles palette lets you create, view and apply text shading 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, Text Shading Styles, and Advanced Image Control 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 11 iOS App Build Status: Click this icon to check the build status for the iOS App you last published from QuarkXPress. You may also use the "iOS App Build Status" menu option under the Utilities menu. Once complete, you may view the downloaded builds from the iOS App Export dialog. This icon will change to an error icon, if the iOS app fails for some reason, you may then click it to get more details. Views and view sets QuarkXPress gives you multiple ways to view your layouts.
THE USER INTERFACE Once a window has been split, you can change the width and height of the split by dragging the bars between the splits. To remove splits from a window, use one of the following techniques: • Choose Window > Split Window > Remove All. • Click the close button in the top right corner of the window. Creating a window To create a new window that displays the active project, choose Window > New Window.
THE USER INTERFACE A story in layout view (left) and in a Story Editor window (right) View sets The View menu provides various options for how a layout displays. You can display or hide guides, grids, invisible characters, visual indicators, and more. (For more information, see "View menu.") The View Sets feature lets you store and recall different combinations of these settings.
THE USER INTERFACE • Authoring View: This view set displays guides, invisibles, visual indicators, and the ruler. To create a view set, first turn on only the view options you want to store in that view set. Then choose View > View Sets > Save View Set As to display the Save View Set As dialog box, enter a name, and optionally assign a key command. To switch to a view set, do one of the following things: • Choose View > View Sets > [name of view set]. • Press the keyboard combination for the view set.
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 To apply adaptive scaling to the active Print layout choose Layout > Layout Properties. The Layout Properties dialog displays. 2 Check Apply Adaptive Scaling. 3 Click Options to configure the rules for scaling items on the layout. The Adaptive Scaling dialog displays.
PROJECTS AND LAYOUTS 4 Use the dialog to configure the rules for scaling the items on the layout. The Adaptive Scaling dialog allows you to configure rules for the page properties, locked items, text, pictures, boxes, lines, tables, and any interactivity items that may exist on the layout. 5 Click OK.
PROJECTS AND LAYOUTS 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). When a master page is displayed in the project window, you can use the Master Guides & Grid dialog box (Page > Master Guides & Grid) to change the placement of column guides and margin guides.
PROJECTS AND LAYOUTS To control snapping with QuarkXPress controls, make sure View > Snap to Guides is checked. To specify the distance, choose QuarkXPress/Edit > Preferences > Print Layout > Guides & Grid and enter a pixel value in the Snap Distance field. You can also choose View > Snap to Page Grids to force items to align with the master page grid. The value in the Snap Distance field applies to master page grids as well. For more information, see "Snapping items to design grids.
PROJECTS AND LAYOUTS 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. See "Preferences — Application — Dynamic Guides Color." In Mac OS X you set the color for the dynamic guides using the Color Theme pane of the Preferences dialog box. See "Preferences — Application — Color Theme.
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 transparent blends applied to the source image.
NATIVE QUARKXPRESS OBJECTS To skip the dialog, hold down the Option key (Mac OS X) or the Alt key (Windows) when choosing Paste as Native Objects from the context menu. The options you select in this dialog persist and will be used if you choose to suppress the dialog. 3 Check Ignore Soft Masks to exclude the conversion of soft masks from the source image. 4 Check Ignore Transparent Blend Modes to ignore transparent blends applied to the source image.
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 Shadows With Drop Shadows, 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 Item Find/Change does not support tables. The Item Find/Change palette works as follows: • Tabs across the top display the type of attributes you can search for: Box, Box Color, Frame, Line, Picture, Text, and Drop Shadow. The attributes in each 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.
BOXES, LINES, AND TABLES • To create a Bézier box, use the Bézier pen tool . For more information, see "Creating Bézier boxes." To constrain rectangular boxes to squares and oval boxes to circles, press Shift while you drag. You can create boxes with the following tools: 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.
BOXES, LINES, AND TABLES 5 To close the box, close the path by positioning the mouse pointer over the beginning of the line and then click when the Close Box pointer displays. When any of the drawing tools are active, you can press Command/Ctrl to temporarily switch to the Select Point tool. When the Select Point tool is active, you can press Command+Option/Ctrl+Alt to temporarily switch to the Item tool. You can join, extend or close existing open paths.
BOXES, LINES, AND TABLES The proportion lock controls in the unlocked (top) and locked (bottom) states To lock the proportions of the picture in the selected box, display the Home tab of the Measurements palette and click the proportion lock control next to the X% and Y% fields. If this control is locked, QuarkXPress maintains the picture's aspect ratio during resizing operations. On Windows, you can also lock box proportions in the Picture tab of the Modify dialog box.
BOXES, LINES, AND TABLES You can also create your own frame styles in the Dashes and Stripes dialog box (Edit menu) and specify frame settings in an Item Style. For more about Item Styles, see "Item Styles." Applying colors to boxes To apply a background color to active boxes, do one of the following: • (Windows only) Choose Item > Modify (Command+M/Ctrl+M), click the Box tab, and then use the controls in the Box area.
BOXES, LINES, AND TABLES You can control how text will flow in relation to the columns. See "Controlling column flow." Merging and splitting boxes Options in the Merge or Split Paths submenu (Item menu) let you create complex Bézier boxes from existing boxes. For example, if a rectangular box overlaps an oval box, you can select the submenu and choose an option that will create a single box with the same content. If you merge two picture boxes, one picture will display in the combined box.
BOXES, LINES, AND TABLES 1 Select the text boxes you want to merge. 2 Choose Item > Merge Text Boxes and choose one of the following from the sub menu: • Top Down - to merge the text in the boxes in the order they appear on the layout (Left-to-Right and then Top-to-Bottom). • Selection Order - to merge the text in the boxes in the order that you selected the boxes. 3 The text in the boxes is merged and contained in a single box.
BOXES, LINES, AND TABLES 2 Select the box whose attributes you want to copy to "fill" the eyedropper . To add other attributes to the tool, hold down the Shift key as you select the box. The following dialog displays: Make any changes you want to the box attributes and click OK. The new attributes are added to the Item Form Painter tool, but are not applied to the selected box. 3 Select any other box to apply the copied attributes.
BOXES, LINES, AND TABLES Super Step and Repeat You can use Super Step and Repeat to transform items as you duplicate them by scaling, rotating, and skewing the items. Using Super Step and Repeat Use Super Step and Repeat to quickly and easily duplicate items while rotating, scaling, or skewing them. To use Super Step and Repeat: 1 Select a picture box, text box, text path, or line. • To specify the number of times you want the item to be duplicated, enter a number from 1 to 100 in the Repeat Count field.
BOXES, LINES, AND TABLES ShapeMaker With ShapeMaker, you can create a wide variety of intricate shapes. You can create new shapes from scratch, or apply new shapes to existing boxes. To display the ShapeMaker dialog box, choose Utilities > ShapeMaker. The ShapeMaker dialog box provides tabs that let you create various types of shapes. All of the tabs have the following controls: • Item: Lets you choose whether you want to create a text box, picture box, no-content box, text path, or rule path.
BOXES, LINES, AND TABLES Waves tab of ShapeMaker dialog box Specify the settings for the wave: • Top, Left, Bottom, and Right: These controls let you configure the four sides of the box. You can choose Wave 1, Wave 2, or Flat. • Keep waves parallel: Keeps the waves on either side of the box parallel with one another.
BOXES, LINES, AND TABLES Polygons tab of ShapeMaker dialog box Specify the settings for the polygon: • Type: Choose what type of polygon go create from the drop-down menu. 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 • New Random: Applies some randomness to the shape. Once you have defined the attributes, you can click the Add Preset button to save this shape. To revert to the default shape, click the Reset button, . To delete a predefined shape, hold down the Alt/Option key while selecting it from the list. ShapeMaker Spirals tab The Spirals tab of the ShapeMaker dialog box (Utilities > ShapeMaker) lets you create spiral shapes.
BOXES, LINES, AND TABLES • Segments: Lets you control how circular the spiral is allowing you to specify the number of segments per wind. • Smoothness: Lets you control how smooth the spiral is. You can get a harder-edged shape by lowering the Segments value and decreasing the Smoothness value. • Clockwise and Counterclockwise: Lets you control the direction of the spiral. Once you have defined the attributes, you can click the Add Preset button to save this shape.
BOXES, LINES, AND TABLES • Curvature: Controls how curved the corners are if you select an option that includes curvature. • Balance: For some options, lets you control whether the corners lean toward the sides of the box or toward the top. • Radial: For some options, lets you control whether the corners of the box are aligned with the center of the box or not. Once you have defined the attributes, you can click the Add Preset button to save this shape.
BOXES, LINES, AND TABLES • To make a curved line segment, click and drag wherever you want the next point positioned. A point with two curve handles displays. You can control the curve's size and shape by dragging a curve handle. • To make a corner point, press Option/Alt before you click. If you click and hold, you can control the radius of the corner point by dragging a curve handle. • To add a point to an existing segment of the shape, click the line segment where you want the point to be.
BOXES, LINES, AND TABLES to display the L (Length) field. To precisely change the length of a line, enter a value in the L field, then press Return/Enter. You can resize any Bézier line by modifying the size of its bounding box. To do so, make sure Item > Edit > Shape is unchecked, and then resize the line as if it were a box. Reshaping lines You can change the shape of a line in the following ways: • You can change the shape entirely by choosing a different option from the Item > Shape submenu.
BOXES, LINES, AND TABLES Joining, extending and closing open paths You can click an endpoint of an existing shape and it selects that point and goes into regular draw mode, so the next click adds a new point and a segment to the selected line. You can add as many segments as you need. Double-click and endpoint to finish the line as an open path. Click an opposite endpoint to close the path (just like during the original draw operation).
BOXES, LINES, AND TABLES 3 Select any other line to apply the copied attributes. The Item Format Painter works across all layouts in the same project, allowing you to copy attributes from one item to another on the same layout, or to an item on a different layout. The eyedropper will retain these attributes until you select another item tool or a blank space on the canvas, allowing you to select as many lines as you wish and apply these attributes over and over.
BOXES, LINES, AND TABLES • Entering values in the X and Y fields on the Home tab in the Measurements palette. Use keyboard increments to automatically increase/decrease the value in this field. See "Palettes" for more information. • Manually moving items using the Item tool . If you hold down the mouse before moving a box or text path, you can see the contents as you move the item. You can also "nudge" items by selecting the Item tool and pressing an arrow key on your keyboard.
BOXES, LINES, AND TABLES Grouping items You can combine multiple items on a page or spread into a single group. Grouping items is useful when you want to select or move several items simultaneously. You can move, cut, copy, duplicate, and perform a number of other functions on a group. For example, you can group all the items that compose a publication masthead; once grouped, you can modify or move the entire group as you would a single box, line, or text path.
BOXES, LINES, AND TABLES specify the distance between them using the Super Step and Repeat command (Item menu). For another way to make uniquely shaped boxes, see " ShapeMaker." Spacing and aligning items You can control the position of multiple selected items relative to one another using the Item > Space/Align submenu or the Space/Align tab of the Measurements palette.
BOXES, LINES, AND TABLES To rotate a straight line, choose either Left Point, Midpoint, or Right Point from the Mode drop-down menu (Modify dialog box or Measurements palette) to display the Angle field. Skewing items To skew active items within bounding boxes: • (Windows only) Choose Item > Modify (Command+M/Ctrl+M); then click the Box tab. Enter a value in the Skew field. • Enter a value in the Box Skew field on the Home tab of the Measurement palette.
BOXES, LINES, AND TABLES • You can create pull quotes that can automatically move to a different page with their source text. • You can create "floating" icons that sit in the space to the left of a paragraph to indicate that the paragraph is a tip, a note, a warning, and so forth. For more information, see the topics below. Understanding callouts A callout is a floating box that always displays on the same page or spread as the content it pertains to.
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 way you handle these other items. To work with elements of the table itself — such as rows and columns — use the Table menu. Drawing a table To draw a table and specify its properties, do the following: 1 Select the Tables tool from the Tool palette, drag to draw a rectangle that is roughly the size of the final table, and then release the mouse button. The Table Properties dialog box displays.
BOXES, LINES, AND TABLES 10 To specify the table orientation, click Horizontal or Vertical in the Table Direction area. 11 Click OK. Converting text to tables The success of converting text to a table depends on the text preparation itself. It's important that paragraphs, tabs, spaces, or commas (the characters QuarkXPress can convert) are used consistently in a text block, because these characters are used in the table conversion to define rows and columns.
BOXES, LINES, AND TABLES 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. A new table is created, offset from the original text box. Importing Excel tables Table data often originates in a spreadsheet program such as Excel, and you can import table data just as you import pictures.
BOXES, LINES, AND TABLES The Table Link dialog box 4 Click Browse to locate and select an Excel file to import. 5 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. 6 In the Options area, check the attributes you want to import. 7 Click OK. Formulas and references are not imported.
BOXES, LINES, AND TABLES Importing Excel charts If you have charts or pictures created using Insert > Chart or Insert > Picture in Excel that you want to use in a QuarkXPress layout, you can import those charts or pictures the same way you import other pictures. To do this, use the Insert Chart tab of the Import Picture dialog box (File menu). Charts and pictures imported from Excel are tracked by the Pictures tab of the Usage dialog box (Utilities menu) just like other pictures.
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 • In the Name field, enter a name for the table style, or the application will use a default "New Table Style" name. • 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.
BOXES, LINES, AND TABLES Editing table text Two important things to know about editing text within tables are how to navigate between cells and how to select text for formatting. As always when working with text, you must first select the Text Content tool . 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.
BOXES, LINES, AND TABLES • To unlink table cells, use the Unlinking tool to click the blunt end of the arrow between linked cells. • To link table cells to text boxes or text paths, use the Linking tool . 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.
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. On the Home tab of the Measurements palette, there is a section for formatting the selected gridlines.
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 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. To modify the Find/Change history count go to Edit > Preferences > Application > Open and Save > Find/Change Hisory. The maximum number of instances which can be saved is 20.
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 A GUIDE TO QUARKXPRESS 2017 | 153
TEXT AND TYPOGRAPHY Code Character Em space \m En space \e 3-per-Em space \5 4-per-em space \$ 6-per-em space \^ Figure space \8 Hair space \{ Thin space \[ Zero width space \z Word joiner* \j Conditional style marker (Find/Change \r only) Footnote/Endnote reference marker* \o Content Variable reference* \v *Not applicable in conditional styles. *You can only search for Footnote/Endnote reference markers or Content Variable references. You are unable to replace them.
TEXT AND TYPOGRAPHY • Footnote/Endnotes can be imported from Microsoft Word (.docx) files. Inserting footnotes and endnotes To insert a Footnote or an Endnote: 1 Place the insertion point where you want the Footnote/Endnote reference number to appear, or select the word for which you want to add a Footnote/Endnote. 2 Choose Style > Footnote/Endnotes. 3 Select Insert Footnote, Insert Endnote or Custom Footnote/Endnote from the drop down menu.
TEXT AND TYPOGRAPHY You can insert Footnotes/Endnotes or return to reference using the following shortcut key commands: • Insert Footnote: Ctrl+ Alt+Shift+F1 (Windows); Cmd+ Opt+Shift+F1 (Mac OS X) • Insert Endnote: Ctrl+ Alt+Shift+F2 (Windows); Cmd+ Opt+Shift+F2 (Mac OS X) • Return to Reference: Ctrl+ Alt+Shift+F4 (Windows); Cmd+ Opt+Shift+F4 (Mac OS X) Footnote/Endnote styles To edit Footnote/Endnote styles, choose Window > Footnote Styles to display the Footnote Styles palette.
TEXT AND TYPOGRAPHY Specify the attributes for your Footnote/Endnote style. The attributes in the top half of the dialog will be applied to the footnote/endnote reference text, the attributes under the Footnote/Endnote Formatting section of the dialog will be applied to the actual footnote text: • Name: Enter a name in this field, or the application will use a default "New Footnote Style" name. • Reference Type: Indicate if this will be a Footnote or an Endnote style.
TEXT AND TYPOGRAPHY Each Page or Each Section to specify when Footnote numbering is to be restarted. This option is only available only for Footnotes and not Endnotes. • Paragraph Style: To associate a paragraph style sheet with the Footnote/Endnote style, choose an option from the Paragraph Style drop-down menu. To create a paragraph style sheet, see "Creating and editing paragraph style sheets".
TEXT AND TYPOGRAPHY Select Footnote Separator Styles from the drop-down menu under Show:. The existing Footnote separator styles will be listed. Choose an existing Footnote separator style and click the Edit or Duplicate button, or click the New button. The Edit Footnote Separator Style dialog displays: 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.
TEXT AND TYPOGRAPHY • 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). • Rule for Separator Style: Check to specify the attrubutes for the main footnote separator style. If this box is not checked, there will be no separator between the text and the footnote.
TEXT AND TYPOGRAPHY Check Spelling palette 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.
TEXT AND TYPOGRAPHY Spell checking is restricted to text boxes on visible layers only. You can click outside the Check Spelling palette and return to the palette to restart a spell check. To reverse changes from the Check Spelling palette, choose Edit > Undo Text Change. To display spell checking preferences, click Preferences. For more information, see "Preferences — Application — Spell-Check.
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.
TEXT AND TYPOGRAPHY 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. Applying character attributes QuarkXPress lets you maintain precise, character-by-character control over text formatting. Applying a font To apply a font to selected text, do one of the following things: • Choose Style > Font and choose a font from the submenu.
TEXT AND TYPOGRAPHY • Decrease 1 pt: Command+Option+Shift+< • Increase in preset range: Command+Shift+> • Decrease in preset range: Command+Shift+< Windows • Increase 1 pt: Ctrl+Alt+Shift+> • Decrease 1 pt: Ctrl+Alt+Shift+< • Increase in preset range: Ctrl+Shift+> • Decrease in preset range: Ctrl+Shift+< Applying type styles To apply a type style to selected text, do one of the following things: • Choose Style > Type Style and choose a type style from the submenu.
TEXT AND TYPOGRAPHY • Display the Colors palette (Window > Show Colors), click a color, and then choose or enter Shade and Opacity values. • Use the color, shade, and opacity controls in the Home or Character Attributes tab of the Measurements palette.
TEXT AND TYPOGRAPHY Mac OS X • Down 1 pt: Command+Option+Shift+• Up 1 pt: Command+Option++ Windows • Down 1 pt: Ctrl+Alt+Shift+9 • Up 1 pt: Ctrl+Alt+Shift+0 Applying text stroke QuarkXPress allows you to draw an outline (or stroke) around individul text characters. You can define the color, width and type of join of your strokes. You can define a text stroke as part of a character or paragraph style sheet.
TEXT AND TYPOGRAPHY • Miter Join : Creates a pointed corner which extends beyond the endpoint when the miter's length is within the miter limit. The Miter Limit field will only be available for a Miter Join. The value of the Miter Limit field can be 1 to 255. • Round Join : Creates rounded corners which extend half the stroke width beyond the endpoint. • Bevel Join : Creates squared corners which abut the endpoints. • Miter Limit - For a Miter Join, choose the Miter Limit from the drop-down menu.
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 Use keyboard increments to automatically increase/decrease the value in this field. See "Palettes" for more information. • Use one of the keyboard commands below. Mac OS X • Decrease 1 pt: Command+Shift+: • Decrease .1 pt: Command+Option+Shift+: • Increase 1 pt: Command+Shift+" • Increase .1 pt: Command+Option+Shift+" Windows • Decrease 1 pt: Ctrl+Shift+: • Decrease .1 pt: Ctrl+Alt+Shift+: • Increase 1 pt: Ctrl+Shift+" • Increase .
TEXT AND TYPOGRAPHY • Use the Column Flow tab of the Measurements palette. 2 Define the following fields to specify the column flow: (A column block is any span/split column paragraphs that have similar column flow attributes applied.) • Flow Order - Select Continuous (the default flow order) to leave the selected paragraph in its original column or Restart to move the paragraph to the start of the column block. The Restart option can be selected either independently or along with the Span Columns option.
TEXT AND TYPOGRAPHY You can use the Split Columns option to achieve a multi-column effect on selected paragraphs in a single-column box. • Columns - select the number of columns you want the paragraph to span, or be split into. For Span Columns you can choose All or a number from 2 to 30. (All refers to any number of columns in the text box which are 30 or above.) For Split Columns the value must be a number from 2 to 30. • Space Before- set the space before the selected paragraphs.
TEXT AND TYPOGRAPHY The Ampersands paragraph moves to the 1st column when applying the Restart flow mode feature. In previous version of QuarkXPress, in order to span a heading across a multicolumn text, you were required to have a separate text box for the heading. Now, in QuarkXPress 2017 you can have a heading spanning a multicolumn text using the Span Column feature.
TEXT AND TYPOGRAPHY Here is an example of multicolumn text in a single column text box designed using the Split Column feature.
TEXT AND TYPOGRAPHY In this example, Restart has been applied on the Ampersands paragraph and Span Columns has been applied to the subsequent paragraph.
TEXT AND TYPOGRAPHY An example of various combination of Span Columns and Restart have been applied.
TEXT AND TYPOGRAPHY An example of a Split Column applied with a line between the columns. Setting tabs You can choose from six kinds of tab stops: • Left aligns text flush left on the tab stop. • Center aligns text centrally on that tab stop. • Right aligns text flush right on the tab stop. • Decimal aligns text on a decimal point (period). • Comma aligns text on a first comma. • Align On aligns text on any character you specify. When you select this tab, the Align On field displays.
TEXT AND TYPOGRAPHY • Use the controls in the Tabs tab of the Measurements palette. Using the Measurements palette conserves screen space, and you continuously see the effects updated as you change tab settings. You can drag tab icons to the ruler or drag tab icons directly into text. When you are dragging tabs to the ruler or to text, a vertical line displays on screen to help you decide where to position the tab.
TEXT AND TYPOGRAPHY 2 Choose an existing text shading style from the list and click Edit to edit it, or click New to add a new text shading style. Alternatively, you can use the Text Shading Styles (Window > Text Shading Styles) palette to create and edit text shading styles. The Edit Text Shading Style dialog displays.
TEXT AND TYPOGRAPHY 3 Enter a name for this text shading style in the Name field, or the application will use a default "New Text Shading Style" name. 4 Define the attributes in the Shade tab: • Color: Choose a color for the text shading from the drop-down menu. Choose New from the menu to create a new color for the shading. • Shade: Enter or use the slider control to specify the shade of the color in terms of a percentage.
TEXT AND TYPOGRAPHY • Shade: Enter or use the slider control to define the shade percentage. • Opacity: Enter or use the control to specify an opacity value from 0% (transparent) to 100% (opaque). • In the Offsets section, specify the Left, Right, Top, and Bottom offsets. • Specify whether or not you want the frame to appear on the top, bottom, left and right of the selected text by clicking the buttons in the preview section.
TEXT AND TYPOGRAPHY When using the Test Shading Styles palette, this is generally determined by what you selected before choosing a text shading style to apply, with a few exceptions. • If you select the Paragraph button and then apply text shading, the text shading is applied to the complete paragraph even if text was previously selected. • If you select the Text button and then apply text shading, the text shading is applied to the selected text.
TEXT AND TYPOGRAPHY characters, then only character formatting is applied, if you select several lines, paragraph formatting is also applied. Style sheets are never applied using the Format Painter. Controlling kerning Kerning is the adjustment of space between character pairs. Because of their shapes, certain character pairs look better when kerned. You can use automatic kerning, and you can also use manual kerning controls to specify additional kerning between characters.
TEXT AND TYPOGRAPHY Table Edit dialog box (Utilities menu). You can use this dialog box to customize both horizontal (With-Stream) and vertical (Cross-Stream) space in kerning pairs. You can create your own kerning tables in QuarkXPress. Controlling hyphenation and justification A hyphenation and justification (H&J) specification is a named package of settings for hyphenating words that go over the margin of a line of text and for justifying spaces between words and characters.
TEXT AND TYPOGRAPHY the right indentation. The word preceding the hyphenated word must not fall within the hyphenation zone. • Hyphenation Zone: For words containing Roman characters, specify the area before the right indentation in which hyphenation can occur. For example, if you set the hyphenation zone to .05", the word is hyphenated when an acceptable hyphenation point falls within .05" of the right indentation. The word preceding the hyphenated word must not fall within the hyphenation zone.
TEXT AND TYPOGRAPHY • Flush Zone: Specify the area before the right indentation within which the last word in the last line of a justified paragraph must fall in order to justify that line. For example, if you enter 1", the last line of a paragraph to which the hyphenation and justification specification is applied will not be justified until the last word in the line falls within 1" of the right indentation.
TEXT AND TYPOGRAPHY projects. This allows the same list of hypenation exceptions to be used in multiple projects. Hyphenation exception files can be imported and applied at the layout level so different layouts in the same project can have separate .xml files applied. You apply the desired external hyphenation exception file to a layout through a Job Jacket, as a job jacket resource.
TEXT AND TYPOGRAPHY 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. This allows you to choose to keep the old hyphenation exception (Use Existing), or replace it with the new hyphenation exception from the .xml file you are importing (Replace). The Conflict Resolution window.
TEXT AND TYPOGRAPHY The New Hyphenation Exceptions File dialog box 2 Specify the location and the name for the .xml file. 3 Click Save. • Exporting hyphenation exceptions when no project is open creates an external .xml file containing the hyphenation exceptions present in QuarkXPress at the application level for all the languages. • Exporting hyphenation exceptions with a multi-layout project open creates an external .
TEXT AND TYPOGRAPHY Existing hyphenation exception resources are listed in the bottom-right list. 5 Click to add a hyphenation exception files as a resource. You can select this file to be the default hyphenation exception file. When there is no layout item at Job Ticket level, this will be the default hyphenation exception file applied to layouts defined in the Job Ticket. 6 Browse to and select the desired .xml file.
TEXT AND TYPOGRAPHY Key points: • Hyphenation exceptions from an external hyphenation exceptions files associated with layout items on the job ticket get imported into the corresponding layout of the newly created project. • a user can create any number of layout items. Each layout created in the project would contain hyphenation exceptions present in external hyphenation exception file associated to the layout items.
TEXT AND TYPOGRAPHY Existing hyphenation exception resources are listed in the bottom-right list. Synchronization between hyphenation exception files and layouts QuarkXPress supports synchronization between a layout and the hyphenation exception file when it is part of a Job Jacket resource.
TEXT AND TYPOGRAPHY Integrating with Quark Publishing Platform To integrate a Job Jacket with an external hyphenation exceptions file checked into the Quark Publishing Platform server: 1 Open the Job Jackets Manager dialog box (Utilities > Job Jackets Manager) and click the open Job Jacket button . Select Quark Publishing Platform from the dropdown. The dropdown menu under the open Job Jacket button is only displayed when QuarkXPress is launched with the Quark Publishing Platform XTension.
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 Working with style sheets A style sheet is a group of paragraph attributes, character attributes, or both that can be applied to selected paragraphs and characters in one step. Use style sheets to change unformatted text into styles such as headlines, subheadings, captions, or body copy. Using style sheets to apply a number of character and paragraph attributes at one time reduces layout time and helps maintain typographic consistency.
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, Rules and Column Flow 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 Check the Include Trailing Zero option to include trailing zeros at the end of the number. For example, if you check this box and your outline has three levels, the numbering would look like this: 1.0.0 This paragraph is at level 1 of a 3 level outline. 1.1.0 This paragraph is at level 2 of a 3 level outline. 1.1.1 This paragraph is at level 3 of a 3 level outline.
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 Converting text to boxes To convert the selected character or characters into a Bézier box, choose an option from the Item > Text to Box submenu. To convert selected text to unanchored Bézier boxes, choose Item > Convert Text to Boxes > Unanchored. To convert selected text to anchored Bézier boxes, choose Item > Convert Text to Boxes > Anchored.
TEXT AND TYPOGRAPHY Whether text runs around three sides or all sides of an item is determined by the text box, and not by the items that obstruct the text. This is the only runaround control that acts on the text box itself. All other runaround controls act on the item(s) placed in front of the text box.
TEXT AND TYPOGRAPHY To apply text runaround to a picture box in front of a text box, select the picture box, on Windows choose Item > Runaround, and then choose an option from the Type drop-down menu. On Mac OS X use the Runaround tab of the Measurements palette: • Choose None to run text behind the active picture component. • Choose Item to run text around the picture component's boundaries.
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 Editing a runaround path To adjust a runaround path, check Runaround (Item > Edit). The runaround path displays as a magenta outline. You can then edit the path as you would any Bézier object. You can also change the types of the runaround path's points and segments with the controls in the Measurements palette.
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 • 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. • Small Caps: Apply small capital letters to lowercase text. • All Small Caps: Apply small capital letters to all upper case, title case and lower case text.
TEXT AND TYPOGRAPHY • Alternate Forms: Apply alternate glyph forms, such as JIS2004, JIS78, JIS90, Simplified, and Traditional. These glyph forms are specially designed for some Japanese OpenType fonts. Using ligatures There are two methods for using ligatures: The legacy method or the OpenType method. The legacy method supports standard ligatures such as fi and fl in PostScript fonts. The OpenType method allows access to both standard ligatures and discretionary ligatures in OpenType fonts.
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.
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 all grid lines showing. A page with its master page grid displayed, with only full cell boxes showing.
TEXT AND TYPOGRAPHY 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. Grid styles A grid style is a named package of settings that describe a grid — like a style sheet for a design grid.
TEXT AND TYPOGRAPHY Configuring a master page grid To configure a master page grid, display a master page and then choose Page > Master Guides & Grid. The Master Guides & Grid dialog box displays. Use the Master Guides & Grid dialog box to control master page grids. • Under Margin Guides, use the Top, Bottom, Left, and Right fields to specify margin placement relative to the top, bottom, left, and right edges of the page.
TEXT AND TYPOGRAPHY • 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." Configuring a text box grid To configure a text box grid, Control+click/right-click the text box and choose Grid Settings. The Grid Settings dialog box displays.
TEXT AND TYPOGRAPHY If you check Preview, you can view the results of changes as you make them. Text Settings tab of Master Guides & Grid • Font Size: Enter a size to determine the height of each line in a design grid. This value also determines the full cell height and width. • Vertical Scaling: Enter a percentage value to adjust the height of each line in a design grid, based on the font size. • Font Scaling: Choose Horizontal or Vertical and enter a percentage of the font size in the field.
TEXT AND TYPOGRAPHY • When a design grid is based on a paragraph style sheet, the Leading value is defined in the style sheet. The Leading value can be a specific number or, if the value is auto, it is derived from the Auto Leading value in the Paragraph tab of the Preferences dialog box (QuarkXPress/Edit > Preferences). See "Loading grid settings" for information about linking style sheets to grid styles.
TEXT AND TYPOGRAPHY Use the Adjust Lines Within Margins dialog box to adjust grid settings for a master page. • The Lines per page field displays the number of lines on a page. This value updates as you make changes. • Click + or – next to a field to increase or decrease the number of lines on the page in one-line increments.
TEXT AND TYPOGRAPHY anchor the top and left, top and right, bottom and left, and bottom and right margins. The middle squares anchor margins and link corresponding margins. The Content Height and Content Width fields update according to your margin changes. • Click Adjust Spacing to adjust the Cells per line and Lines per page values based on your changes to the Line Space and Character Space fields. The Leading and Sending values update according to your changes.
TEXT AND TYPOGRAPHY Display Settings tab in the Master Guides & Grid dialog box. • Check Show to display each type of grid line when the grid is displayed. • Click the Color box to specify a color for each grid line. • Choose a width from the Width drop-down menu. • Choose a style from the Style drop-down menu. • Choose a cell shape from the Shape drop-down menu.
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
