A Guide to QuarkXPress 2018
Contents About this guide ..........................................................................1 What we’re assuming about you.......................................................................1 Where to go for help ........................................................................................1 Conventions ......................................................................................................1 Technology note..................................................................
Glyphs palette.........................................................................................................45 Gradients palette ....................................................................................................45 Grid Styles palette ..................................................................................................46 Guides palette ........................................................................................................46 HTML5 Palette ............
Undoing and redoing actions ..........................................................................76 Native QuarkXPress objects ......................................................77 Convert an existing item to a native QuarkXPress object..............................77 Import an object as a native QuarkXPress object ..........................................78 Content variables .......................................................................80 Edit content variables .........................
Cutting, copying, and pasting items.....................................................................109 Controlling the stacking order of items ................................................................109 Grouping items .....................................................................................................110 Duplicating items ..................................................................................................110 Spacing and aligning items..............................
Footnote/Endnote styles ......................................................................................139 Footnote separators..............................................................................................142 Checking spelling ..........................................................................................144 Auxiliary dictionaries .............................................................................................146 Counting words and characters ...................
Creating and editing paragraph style sheets........................................................184 Creating and editing character style sheets..........................................................187 Applying style sheets ............................................................................................188 Appending style sheets ........................................................................................189 Working with conditional styles........................................
Inserting spaces ....................................................................................................218 Inserting other special characters .........................................................................219 Specifying character language ......................................................................219 Using font fallback ........................................................................................219 Working with font mapping rules ...............................
Pictures ....................................................................................264 Working with pictures...................................................................................264 Importing a picture ...............................................................................................264 Moving pictures ....................................................................................................265 Resizing pictures ..................................................
Working with opacity....................................................................................296 Specifying opacity.................................................................................................296 Specifying opacity for groups ...............................................................................297 Creating blends with transparency .......................................................................297 Color management...............................................
Changing layer options.........................................................................................321 Moving items to a different layer ..........................................................................322 Copying and pasting items between layers..........................................................322 Changing the stacking order of layers ..................................................................323 Layers and text runaround .................................................
Guides palette menu ............................................................................................347 Creating guides with the Guides palette ..............................................................348 Creating grids with the Guides palette.................................................................349 Creating rows and columns ..................................................................................350 Creating bleed and safety guides.......................................
Unsynchronizing a Composition Zones item.........................................................393 Editing a composition layout: Content .........................................................393 Editing the contents of a composition layout ...............................................393 Unsynchronizing a composition layout..........................................................394 Deleting a composition layout ......................................................................394 Notes........
Working with Layout Specifications..............................................................425 Creating a Layout Specification: Advanced mode................................................425 Applying a Layout Specification to a layout .........................................................426 Working with Rules and Rule Sets ................................................................427 Creating Rules: Advanced mode ..........................................................................
Preferences — Application — XTensions Manager...............................................452 Preferences — Application — Sharing..................................................................452 Preferences — Application — Fonts .....................................................................452 Preferences — Application — Text Highlighting ..................................................453 Preferences — Application — East Asian .............................................................
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 • 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.
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 • Use the Convert Point tool to automatically convert corner points to curve points, and curve points to corner points. Click and drag to change the position of a point, the curve of a curved line segment, or the position of a straight line 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.
THE USER INTERFACE Tool Windows Mac OS X 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 Zoom tool Z Z Pan too
THE USER INTERFACE 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. When the Starburst dialog box displays, enter values for the following fields, and then click OK: • Star Width • Star Height • Number of Spikes • Spike Depth: Enter the desired distance from the tip of the spike to the base of the spike as a percentage.
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.
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 • 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 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 Edit Rounded Rectangle Settings dialog displays: Specify the default settings that will be applied when using this tool: • Check Same for all to configure all four corners of the shape with a single set of controls. To separately configure each corner of the box uncheck Same for all.
THE USER INTERFACE • Radial: For some options, lets you control whether the corners of the box are aligned with the center of the box or not. • 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 .
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 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 • Randomize Points: Lets you control the degree of randomness in the shape, from 0 (none) to 100 (maximum). • New Random: Applies some randomness to the shape. • 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 .
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 triangle settings To edit the default triangle settings that will automatically be applied when using this tool, double-click the Triangle tool.
THE USER INTERFACE • New Random: Applies some randomness to the shape. • 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.
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 • 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 Default spiral settings To edit the default spiral settings that will automatically be applied when using this tool, double-click the Spiral tool. The Edit Spiral Settings dialog displays: Specify the default settings that will be applied when using this tool: • Type: Choose what type of spiral too create from the drop-down menu. • Archimedes: an evenly spaced circular spiral. • Golden Spiral: a spiral built with the golden ratio. • Custom: this makes the Winds field available.
THE USER INTERFACE • Smoothness: Lets you control how smooth the spiral is. You can get a harderedged shape by lowering the Segments value and decreasing the Smoothness value. • Clockwise and Counterclockwise: Lets you control the direction of the spiral. • 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.
THE USER INTERFACE • 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 • Randomize Points: Lets you control the degree of randomness in the shape, from 0 (none) to 100 (maximum). • New Random: Applies some randomness to the shape. • 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 .
THE USER INTERFACE projects. If any other version of QuarkXPress is also running at that time, you will be asked to quit those applications before running the Quark Cache Cleaner. • Check for Updates: Use this command to check for updates to QuarkXPress. • Quark Update Settings: Use this command to configure automatic update settings. • Preferences: Lets you modify default values and settings. For more information, see “Preferences.” • Quit QuarkXPress: Use this command to exit the application.
THE USER INTERFACE • Collect for Output: Use this option to collect the layout/s, fonts, images, profiles, output report, etc into a folder. Collect for output can be performed on all layouts in the project. • Job Jackets: Use this submenu to access the specifications and rules for creating and inspecting a layout, link a project to a Job Jackets file, modify a Job Ticket, and evaluate a layout. • Print: Use this option to print the active file.
THE USER INTERFACE • Bullet, Numbering, and Outline Styles: Lets you add, edit, and delete bullet, numbering, and outline styles. For more information, see “Bullets and Numbering.” • Footnote Styles: Lets you add, edit, and delete footnote styles. For more information, see “Working with footnotes and endnotes.” • Text Shading Styles: Lets you add, edit, and delete text shading styles. For more information, see “Working with text shading.
THE USER INTERFACE • Restore Tool Preferences To Default (Mac OS X only): Lets you restore the tool preferences back to the defaults. • Color Setups: Lets you access and modify setups for Source and Output Setups. • Output Styles: Lets you add, edit, and delete output style definitions. Output styles let you easily switch between different sets of output options. For more information, see “Working with output styles.
THE USER INTERFACE • Character Alignment: Lets you align active characters to the top, center, baseline, or bottom. In East Asian configuration, the options are: ICF Box Top, ICF Box Bottom, Embox Top, Embox Center, Embox Bottom and Roman Baseline . These let you align the small characters in a line to the ICF specified by the large characters. In vertical text frames, ICF Top/Right aligns the text to the right of the ICF, and ICF Bottom/Left aligns the text to the left of the ICF.
THE USER INTERFACE • Scale Picture To Box: Reduces or enlarges the selected picture proportionately to fill its picture box. • Fit Box To Picture: Reduces or enlarges the picture box to fit the size of the selected picture. • Convert to Native Objects: Convert the existing item to a native QuarkXPress object. • Item Styles: Lets you view and update applied item styles. • Scale: Lets you change the scale of a picture within a picture component.
THE USER INTERFACE • Hyperlink: Lets you modify and apply a hyperlink, page link, or anchor to a selected line. • Anchor: Lets you create or modify an anchor for a selected line. Item menu The Item menu includes commands for controlling item attributes, positions, grouping, sharing, and more. • Duplicate: Lets you create a copy of an item and its contents. • Super Step and Repeat: Lets you duplicate an active item multiple times and specify scale, rotation, and shading for the duplicates.
THE USER INTERFACE • Edit: Lets you modify item shape, runaround, or clipping path. • Flip Shape: Lets you flip a Bézier shape in its frame either vertically or horizontally. • Share: Lets you access sharing properties of an item and synchronize or re-use content such as text, pictures, boxes, lines, and Composition Zones. • Unsynchronize Size: Removes synchronization of a single instance of the item without affecting other occurrences of that item (or the synchronization attributes).
THE USER INTERFACE Layout menu The Layout menu includes commands for working with and navigating to layouts. • New: Lets you add a new layout. • Duplicate: Lets you duplicate one layout to copy its items and content to another. • • Delete: Lets you remove a layout. New/Edit Layout Specification: Lets you create or modify Job Jackets properties for a layout. • Layout Properties: Lets you modify layout properties such as name, type, and size.
THE USER INTERFACE • Make Separate Tables: Lets you sever the link between continued tables so each table becomes completely separate. This prevents changes to one portion of the table from affecting all the continued tables. • Repeat As Header: Lets you specify a header row to repeat automatically in continued instances of a table. • Repeat As Footer: Lets you specify a footer row to repeat automatically in continued instances of a table.
THE USER INTERFACE Dimensions/Spacing). Unlike Guides, which are document settings, displaying Dynamic Guides are application specific settings. • Guides: Displays nonprinting lines used to position items on pages, including margin guides, column block guides, the outlines of boxes, the “X” pattern in empty picture boxes, and ruler guides.
THE USER INTERFACE • Show/Hide Notes: Allows you to hide or show notes in your project. Utilities menu The Utilities menu includes the following commands: • Insert Character: Lets you easily insert special characters, including special breaking and nonbreaking spaces. • Content Variable: Lets you insert a content variable as well as create new, edit, remove (not delete) and convert to text..
THE USER INTERFACE • Usage: Lets you view and update the usage of fonts, pictures, profiles, Composition Zones, and Excel tables that are linked to external data sources. • Item Styles Usage: Lets you view and update applied item styles. • Job Jackets Manager: Displays the Job Jackets Manager dialog box. • Insert Placeholder Text: Generates random text in the active text box so that you can preview how text will flow and be styled, even though you might not have actual content yet.
THE USER INTERFACE • Proxy Settings: Lets you specify the proxy settings for connecting to the internet, if required. These settings are used by the App Studio Publishing palette as well as the Export as iOS App or Export as Android App dialog. Window menu The Window menu enables you to control the on-screen display of open windows and palettes. This menu includes the following commands: • New Window: Displays the active project in a new window.
THE USER INTERFACE • Gradients: Displays and hides the Gradients palette. For more information, see “Creating multi-color blends.” • Grid Styles: Displays and hides the Grid Styles palette. • Guides: Displays and hides the Guides palette. • HTML5: Displays and hides the HTML5 palette. • Hyperlinks: Displays and hides the Hyperlinks palette. • Index: Displays and hides the Index palette. • Item Styles: Displays and hides the Item Styles palette. • Layers: Displays and hides the Layers palette.
THE USER INTERFACE • About QuarkXPress(Windows only): Use this command to display information about QuarkXPress, such as the version number and the build number. • Edit License Code (Windows only): Use this command to change the validation code of an installed copy of QuarkXPress. By changing this code, you can change a Test Drive version (formerly called “evaluation copy”) of QuarkXPress into a fully functional version, or site license.
THE USER INTERFACE Measuring Unit Arrow Keys Arrow keys (up/down) Arrow keys (up/down) with Type (up/down) with Alt key Shift key 10% 1% 25% Pixels 1 pixel No change 10 pixels Q 1Q No change 20 Qs Percent - used for color opacity Palettes can be vertically docked to the left and right edges of the screen, and docked palettes on screen edges form a group and can be moved as a group. Docked palettes contain snaps giving a unified look to the application.
THE USER INTERFACE The Advanced Image Control palette lets you manipulate imported images. Books palette The Books palette allows you to work with books. The buttons at the top of this palette let you create and open books and add, edit, and delete chapters in books. For more information, see “Working with books.” The Books palette lets you work with books. Callout Styles palette The Callout Styles palette lets you work with callout styles. For more information, see “Working with callout styles.
THE USER INTERFACE The Colors palette lets you view and apply colors. Conditional Styles palette The Conditional Styles palette lets you work with conditional styles. For more information, see “Working with conditional styles.” Content palette The Content palette provides access to items in the shared content library. From this palette, you can duplicate and synchronize that content across different layouts.
THE USER INTERFACE 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. To highlight existing content variables, use the View > Highlight Content Variable menu item.
THE USER INTERFACE The Footnote Styles palette provides access to footnotes. Glyphs palette The Glyphs palette gives you easy access to every character in each font on your computer. You can display all characters in the selected font or narrow down the selection by choosing an option from the second drop-down menu. The selected characters Unicode value is visible at the bottom right. You can add characters to a story by double-clicking them.
THE USER INTERFACE The 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. You can also base grid styles on other grid styles. Grid styles are displayed in the Grid Styles palette (Window menu). For more information, see “Working with grid styles.
THE USER INTERFACE Hyperlinks palette The Hyperlinks palette lets you add and edit hyperlinks in your document. For more information, see “Hyperlinks.” The Hyperlinks palette allows you to work with hypelinks in your document. 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.
THE USER INTERFACE The Index palette lets you tag text for inclusion in an automatically generated index. Item Styles palette The Item Styles palette lets you work with item styles. For more information, see “Item Styles XTensions software.” The Item Styles palette JavaScript palette The JavaScript palette lets you run scripts. Some sample scripts are shipped with QuarkXPress, and you can create more.
THE USER INTERFACE The JavaScript palette JavaScript Debugger palette The JavaScript Debugger palette lets you debug scripts. Use the Console tab to write and test code. Many sample scripts also log messages in console to help you understand what changes were made. The JavaScript Debugger palette 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 USER INTERFACE The Layers palette lets you work with layers and the objects on those layers. Lists palette The Lists palette helps you view and generate lists. This feature is useful for creating things like tables of contents. You can create lists in the Lists dialog box (Edit > Lists). The List Name drop-down menu lets you choose from among the lists defined in the active project and the Update button lets you refresh the list currently displayed in the palette.
THE USER INTERFACE Keyboard Increments allow you to use the keyboard arrow keys to increase/decrease the values in several fields in the Measurement palette. Using the Shift/Alt key in conjunction with the up/down arrow keys changes the amount the value is increased/decreased. See the chart in “Palettes.” (Mac OS X only) You have the option to make the Measurements palette 50% larger, perfect for smaller screens with high resolutions.
THE USER INTERFACE • Border tab: Contains controls allowing you to set the border attributes of the currently selected box. • Runaround tab: Contains controls allowing you to set the runaround 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 you select multiple picture boxes with varying effective resolutions, no number displays next to the Effective Image Resolution icon. Vertical Measurement palette (macOS only) You can toggle between horizontal and vertical orientations of the Measurement palette. Use the context menu to select the desired orientation, or click on the button to toggle between orientations. All controls are grouped under titles that allow you to collapse and expand the groups.
THE USER INTERFACE Full sized Measurement palette in vertical orientation.
THE USER INTERFACE Re-sized Measurement palette in vertical orientation. 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 bottom portion of the palette lets you navigate through the pages in the active layout. To go to a layout page, double-click in this portion of the palette. To apply a master page to a layout page, drag the master page icon onto the layout page icon. Alternatively, you can select the layout page icons in the palette and them Command-click/Ctrl-click the master page icon.
THE USER INTERFACE The Style Sheets palette lets you view and apply paragraph and character style sheets. Table Styles palette The Table Styles palette allows you to add, edit, and delete table styles. The Table Styles palette provides access to the table styles. Text Shading Styles palette The Text Shading Styles palette allows you to add, edit, and delete text shading styles.
THE USER INTERFACE 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.” Palette groups and palette sets QuarkXPress offers two features that help you to manage palettes: palette groups and palette sets. Using palette groups The Palette Groups feature lets you combine several palettes into one.
THE USER INTERFACE This palette group shows the Colors, Style Sheets and Text Shading Styles 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. App Build Status: Click this icon to check the build status for the iOS or Android App you last published from QuarkXPress. You may also use the “App Build Status” menu option under the Utilities menu. Once complete, you may view the downloaded builds from the App Export dialog. This icon will change to an error icon, if the 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 • 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. If you open multiple windows for a project, make changes to that project, and then begin closing the windows, the application will not prompt you to save the project until you attempt to close the last window that displays the project.
THE USER INTERFACE information, see “View menu.”) The View Sets feature lets you store and recall different combinations of these settings.
THE USER INTERFACE View Sets palette View sets are saved at the application level. However, any view settings you apply to a layout using view sets are saved with that layout.
THE USER INTERFACE 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 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. The Page Count allows you to specify the number of pages you want to initially create.
PROJECTS AND LAYOUTS • Variables • Digital layouts • Cross References • Tagged elements • Track Changes • Interactivity • Footnotes and Endnotes • Lists • Image Advance Layers • Numbering • Callout Anchor • Notes • EastAsian features • Tables (Basic level) InDesign CS4 created IDML files cannot be converted. QuarkXPress supports conversion of IDML files exported from InDesign CS5, CS6 and CC.
PROJECTS AND LAYOUTS Custom page size If you use a specific custom page size on a regular basis, you can define this page size and add it to the Page Size drop-down menu in the New Project dialog. These custom page sizes can be used for Print and eBook layouts. To create a custom page size: 1. Choose File > New > Project. The New Project dialog box displays. 2. Choose either Print or Digital from the Layout Type drop-down menu. 3. Choose New from the Page Size: drop-down menu.
PROJECTS AND LAYOUTS 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.. To edit a custom page size, select it from the list and redefine the Width and Height fields.
PROJECTS AND LAYOUTS by choosing Digital or Print as the layout type. (For more information, see Digital Publishing with QuarkXPress.) To change a layout’s properties, display the layout, then choose Layout > Layout Properties or choose Layout Properties from the Layout tab context menu. The Layout Properties dialog box displays. You can use this dialog box to change limited layout properties based on the layout type, but you cannot change a layout to or from a Digital layout type.
PROJECTS AND LAYOUTS Layout-level resources Layout-level resources can be unique for every layout in the project. Layout-level resources include the following: • Layout preferences (QuarkXPress/Edit > Preferences > Layout ) • Kerning settings • Tracking settings • Hyphenation exceptions • Zoom values Adaptive scaling This section describes the Apply Adaptive Scaling option available in the Duplicate Layout, and Layout Properties dialogs.
PROJECTS AND LAYOUTS 2. Check Apply Adaptive Scaling. 3. Click Options to configure the rules for scaling items on the layout. The Adaptive Scaling dialog displays. 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 It is recommended that you create a copy of your file, before using adaptive scaling, especially if you have checked the Synchronize Box Attributes & Content option on the Text, Picture, and None tabs of the Adapive Scaling dialog. This option affects the source layout, and the sharing cannot be undone. It adds a large number of items to the Contents palette. Working with guides Guides are nonprinting guidelines that help you to line up items and text in a layout.
PROJECTS AND LAYOUTS • If, as you create a horizontal ruler guide, you release the mouse button when the ruler guide is positioned over the pasteboard, the ruler guide will extend across the pasteboard and all the pages in the spread. If you release the mouse button when the horizontal ruler guide is positioned over a document page, the ruler guide will display only on that page. • To reposition a ruler guide, click it, and then drag it to a different location when the guide pointer displays.
PROJECTS AND LAYOUTS • Select Align to Edges of Item to display guide lines that are generated when the edges of items are aligned with the edges of other items. These are generated when you create and move items. • Select Align to Center of Page to display guide lines that are generated when the edges or center of items are aligned with the center of the page. These are generated when you create and move items.
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. 5.
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. 5.
NATIVE QUARKXPRESS OBJECTS 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 • 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. From the Scope drop-down menu, choose an option to determine whether the next page number in the section or layout is used.
CONTENT VARIABLES 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 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. Content variables can be inserted into lists and indexes.
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 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. If you click and drag with the Picture Content tool when the mouse pointer is positioned over a spot where a picture box handle and picture content handle overlap, only the picture is resized or rotated.
BOXES, LINES, AND TABLES 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 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. To create text with a drop shadow, put the text in a box with a background of None, and apply the drop shadow to the box. When you apply drop shadows to several non-grouped items, the items can cast shadows on each other if they overlap.
BOXES, LINES, AND TABLES attributes you want to change on the Change To side of the palette. You can search on attributes in multiple panes at the same time. • The palette menu lets you put the selected item’s attributes into the Find What side of the palette. You can specify options in all the panes in the Item Find/Change palette by choosing Acquire All Attributes or complete one pane at a time by choosing Acquire Panel Attributes.
BOXES, LINES, AND TABLES You can change the corner type of rectangular boxes to rounded, concave, and beveled corners using the Item > Shape submenu or the Box Corner Style dropdown menu in the Measurements palette. You can add and alter rounded corners by entering values in the Box Corner Radius field in the Home tab of the Measurements palette. Any attributes you apply to one box (borders, colors etc.
BOXES, LINES, AND TABLES demarcate the bounding box. The best way to view the bounding box clearly is to use the Item tool to select item handles on a Bézier box. You can resize active boxes using any of the following methods: • Select the Item tool or a Content tool and move the mouse pointer over a selected box’s item handle to display the Resizing pointer. Click and drag the handle to a new location to reduce or enlarge the box. Press Shift to maintain the box’s aspect ratio.
BOXES, LINES, AND TABLES • You can change the shape entirely by choosing a different option from the Item > Shape submenu. • You can use the Box Corner Radius field in the Home or Space/Align tab of the Measurements palette. Enter the value manually or place the cursor in the fields and use the up/down arrow keys to automatically increase/decrease the value. Using th Shift/Alt key in conjunction with the up/down arrow keys changes the amount the value is increased/decreased. See the chart in “Palettes.
BOXES, LINES, AND TABLES You can also specify box color in an Item Style. For more about Item Styles, see “Item Styles XTensions software.” Applying gradients to boxes A gradient is a gradual transition from one color to another. To apply a gradient to the background of active boxes, see Creating gradients“.
BOXES, LINES, AND TABLES area, you will notice that there are now two points at every location where two lines originally crossed. • The Combine command is similar to the Exclusive Or command, but if you look at the points surrounding the cut-out area, you will notice that no points were added where two lines intersect.
BOXES, LINES, AND TABLES picture box by choosing File > Import and selecting a picture. You can change a picture box to a text box by choosing File > Import and selecting a text file. To convert a selected text box to a text path, choose a line shape from the Item > Shape submenu. When you select a Box tool, you can use the following modifier keys to create text or picture boxes: • Press T as you draw to create a text box. • Press R as you draw to create a picture box.
BOXES, LINES, AND TABLES 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. • To specify the horizontal placement of copies relative to the original item, enter a value in the Horizontal Offset field. A negative value places copies to the left of the original; a positive value places copies to the right of it.
BOXES, LINES, AND TABLES 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, nocontent box, text path, or rule path. • Width and Height: Lets you specify the width and height of the box or path. If you have an item or items selected when you choose Utilities > ShapeMaker, these values are filled in automatically to match the selected item or items.
BOXES, LINES, AND TABLES 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. • The controls in the Wave 1 and Wave 2 areas let you choose which type of wave to use, the frequency of the wave, the phase (starting point) of the wave, and the amplitude (depth) of the wave.
BOXES, LINES, AND TABLES • Stars: In addition to specifying how many sides the polygon has, you can specify the radius of the space inside the spikes and superimpose a secondary star at a different size. • Polygrams: Similar to Stars, but instead of specifying a radius, you can control the way the sides line up with each other with the Point Skip field. • Spirograms: Similar to Polygrams, but creates only an outline.
BOXES, LINES, AND TABLES Spirals tab of ShapeMaker dialog box Specify the settings for the spiral: • Type: Choose what type of spiral too create from the drop-down menu. • Archimedes: an evenly spaced circular spiral. • Golden Spiral: a spiral built with the golden ratio. • Custom: this makes the Winds field available, so you can control how many times the spiral goes around. • • Rate: Lets you control how quickly the width of the spiral increases.
BOXES, LINES, AND TABLES Rectangles tab of ShapeMaker dialog box Specify the settings for the rectangle: • Check Same for all to configure all four corners of the shape with a single set of controls. To separately configure each corner of the box uncheck Same for all. • 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).
BOXES, LINES, AND TABLES Creating lines To create a line, first select the Line tool Crosshair pointer from the Tools palette and move the to any position on the page. Click and drag to draw the line. You can constrain a line to 0, 45, or 90 degrees by pressing Shift while you draw it. You can also create orthogonal lines using the Orthogonal Line tool . Any attributes you apply to one line (size, shape, appearance etc.
BOXES, LINES, AND TABLES field indicates the horizontal position of the last end-point; the Y2 field indicates the vertical position of the last end-point. • Left Point mode: The X1 field indicates the horizontal position of the leftmost end-point; the Y1 field indicates the vertical position of the leftmost end-point. • Midpoint mode: The XC field indicates the horizontal position of the midpoint of the line; the YC field indicates the vertical position of the midpoint of the line.
BOXES, LINES, AND TABLES • Line style: This option lets you control the general appearance of a line. Several line styles are included by default, and you can add new ones with the Dashes & Stripes dialog box (Edit menu). • Width: You can specify the width of lines in any measurement system. You can also specify a Hairline width; the printed width of a hairline rule is .125 pt on a PostScript imagesetter, with a wider value on some laser printers.
BOXES, LINES, AND TABLES Make any changes you want to the line attributes and click OK. The new attributes are added to the Item Form Painter tool, but are not applied to the selected line 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.
BOXES, LINES, AND TABLES If you double-click an empty picture box with the Picture Content tool selected, the Import dialog box displays. If the picture box contains a picture, the Picture Content tool is selected and the Edit Original dialog box displays . To deselect an active item, click outside it. When the Item tool is selected, you can press Tab to deselect any active items.
BOXES, LINES, AND TABLES you use the Send to Back, Send Backward, Bring to Front, and Bring Forward commands (Item menu), the stacking order of the items is altered within the layer. To activate an item that is hidden behind other items, select the Item tool and press Command+Option+Shift/Ctrl+Alt+Shift while you click repeatedly at the point where multiple items overlap.
BOXES, LINES, AND TABLES Create a single copy of a selected item using the Duplicate command (Item menu). You can also press Option/Alt while dragging an item or group to create a duplicate. The Super Step and Repeat feature is useful for laying out design elements that contain a number of evenly spaced copies of an item. Create multiple copies of an item and specify the distance between them using the Super Step and Repeat command (Item menu).
BOXES, LINES, AND TABLES To rotate a straight line, choose either Left Point, Midpoint, or Right Point from the Mode drop-down menu (Measurements palette) to display the Angle field. Skewing items To skew active items within bounding boxes, enter a value in the Box Skew field on the Home tab of the Measurement palette. Positive values slant items to the right; negative values slant them to the left. Use keyboard increments to automatically increase/decrease the value in this field.
BOXES, LINES, AND TABLES Understanding callouts A callout is a floating box that always displays on the same page or spread as the content it pertains to. Each callout is anchored to a particular spot in a text story called a callout anchor. A callout anchor flows along with text like a character. When a callout anchor moves to a new page or spread, the callout moves with it. When guides are displayed, a line links each callout anchor with its associated callout (if any).
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 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. A selected callout anchor (left) and an unselected callout anchor (right) When guides are turned off, you can see only the selected callout anchor.
BOXES, LINES, AND TABLES • To edit the settings of the callout anchor directly, choose Item > Callout Anchor > Edit Callout Settings. If a callout style has been applied to the callout anchor, any changes you make will override the callout style’s settings. For information on how to configure a callout anchor or callout style, see “Configuring a callout anchor.
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 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. The Table Properties dialog box 2. Specify the number of horizontal rows in the Rows field, and specify the number of vertical columns in the Columns field. 3.
BOXES, LINES, AND TABLES 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 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. Although the technique is slightly different, the results are the same: The table in QuarkXPress is linked to the Excel file for tracking and updating. You can import only .xlsx files in QuarkXPress.
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 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. Inline tables The advantages of inline tables over the designer tables are: • Inline Tables are much faster when creating large tables that span multiple pages.
BOXES, LINES, AND TABLES 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. 6. Indicate how many header rows you would like to include in the Header Rows field. 7. Optionally you can choose a table style to apply to the imported table from the Table Style drop-down menu. For more information, see “Table styles.” 8. Click OK.
BOXES, LINES, AND TABLES After you have added a table style, it is listed in the Table Styles palette (Window > Table Styles). The new style will be available when you attempt to insert an inline table. Adding text and pictures to tables When working with tables, think of a table cell as a text box or a picture box. Each box contains content — text that may or may not be linked to the next cell, an individual picture, or nothing (maybe just a gradient).
BOXES, LINES, AND TABLES Linking table cells When cells are linked, text that is typed, imported, or pasted into a cell fills the first text cell in the linked story, and then flows into each subsequent linked cell. As with text in linked boxes, the Next Column character (enter on the numeric keypad) is helpful for controlling text flow in linked cells. In addition to linking table cells to each other, you can link cells to and from text boxes and text paths.
BOXES, LINES, AND TABLES The Table tab of the Measurements palette. 3. On the Home tab and the Table tab, there is a section for formatting the selected gridlines. Inserting and deleting rows and columns You can insert rows and columns anywhere within a table. Simply click in a cell that is immediately above or below where you want to add a row. Or, click in a cell to the right or left of where you want to add a column. Then, choose Table > Insert > Row or Table > Insert > Column.
BOXES, LINES, AND TABLES Working with tables and groups For flexibility, you can group tables to other items using the Group command (Item menu). In addition, you can disassemble a table by converting its cells to a series of grouped text boxes, picture boxes, or both. This method lets you separate elements of a table and use those elements elsewhere in a layout. To do this, select a table and choose Table > Convert Table > To Group. To work with the individual boxes, choose Item > Ungroup.
BOXES, LINES, AND TABLES Breaking a table manually One way to continue a table in another location is to specify a table break. The table break is the maximum size the table can reach before it splits into two linked tables. In continued tables, any changes to a table, such as inserted columns, are reflected throughout the table. To manually create a continued instance of a table: 1. Choose Table > Table Break to display the Table Break Properties dialog box. The Table Break Properties dialog box 2.
BOXES, LINES, AND TABLES 7. Click OK. If the height or width of the table meets the Table Break criteria, the table separates into two or more linked tables. You can move the continued tables to other locations in the layout. The table may break later as you adjust it by resizing or adding rows and columns.
BOXES, LINES, AND TABLES • Choose Table > Table Break. The Table Break Options dialog box displays. To set the number of header and footer rows, enter values in the Header Rows and Footer Rows fields, respectively. 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.
BOXES, LINES, AND TABLES • The Link to external data check box is added to the Table Properties dialog box. • The Tables tab is added to the Usage dialog box. • The Insert Chart tab is added to the Import Picture dialog box and displays all the charts present in the workbook.
TEXT AND TYPOGRAPHY Text and typography Text is an integral part of nearly every publication. QuarkXPress lets you create and edit text directly in your publications or import text from most popular word processing applications. In addition to the standard text formatting and editing features, QuarkXPress includes such features as finding and changing text and its attributes, spell checking, custom spelling dictionaries, and a font usage utility for making project-wide changes to text formatting.
TEXT AND TYPOGRAPHY Fit Box to Text feature If the text you have entered does not fit in the text box, the overflow symbol displays. Automatically adust the box size to fit the text by choosing Fit Box to Text from the 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.
TEXT AND TYPOGRAPHY to em dashes and convert foot or inch marks to typesetter’s apostrophes and quotation marks. Check Include Style Sheets to import style sheets from a Microsoft Word Check Interpret XPress Tags to import XPress Tags file. • Drag a text file from the file system onto a text component. • Drag text from another application onto a text component. • Drag a text file from the file system onto a picture component and press Command/Ctrl to make the component accept the text.
TEXT AND TYPOGRAPHY 3. Choose Word Document (*.DOCM;*.DOCX;*.DOTM;*.DOTX)) from the Files of type drop-down menu. Select the Word file you wish to import. 4. Specify the Word filter settings: • Check Convert Quotes to convert any quotes in the Word document to the format specified in Preferences (Edit > Preferences > Application > Input Settings). (Checked by default.) • Check Include Style Sheets to includes any style sheets that the imported Word document contains.
TEXT AND TYPOGRAPHY • Check Include Inline Pictures to includes any inline pictures that the imported Word document contains. (Checked by default.) Finding and changing text The Find/Change palette (Edit menu) lets you perform standard search-and-replace operations.
TEXT AND TYPOGRAPHY Special character codes You can use special character codes to find/change special characters. You can also use these codes when creating conditional styles. Code Character Tab \t New paragraph \p New line \n New column \c New box \b Backslash \\ Punctuation space \. Flex space \f Discretionary hyphen* \h Indent here \I Discretionary new line \d Em space \m En space \e 3-per-Em space \5 4-per-em space \$ 6-per-em space \^ Figure space \8 Hair space \
TEXT AND TYPOGRAPHY Code Character Thin space \[ Zero width space \z Word joiner* \j Conditional style marker (Find/Change only) Footnote/Endnote reference marker* Content Variable reference* \r \o \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 3. Select Insert Footnote, Insert Endnote or Custom Footnote/Endnote from the drop down menu. If you choose Custom Footnote/Endnote, the Insert Footnote/Endnote dialog box appears: This allows you to select a Footnote style. User can change an applied Footnote style to a different style or to an Endnote style and vice versa. Footnote/Endnotes are supported for linked text chain and multi-column boxes. Footnote/Endnote text can flow across the text chain.
TEXT AND TYPOGRAPHY Use the Footnote Styles palette to add, edit, duplicate and delete footnote styles. The buttons at the top of this palette let you add, edit, duplicate and delete Footnote styles. You can also apply a different Footnote/Endnote style on an already applied Footnote/Endnote reference number by clicking on the desired style in the palette. You can access the Insert Footnote/Endnote dialog using the Custom Footnote/Endnote button in the palette.
TEXT AND TYPOGRAPHY 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. • Numbering Style: Select a numbering style that will be applied to the Footnote/Endnote reference numbers from the Numbering Style drop-down menu.
TEXT AND TYPOGRAPHY After you have added a Footnote/Endnote style, it is listed in the Footnote Style dialog (Edit > Footnote Styles) and also in the Footnote Styles palette (Window > Footnote Styles). The new style will be available when you attempt to insert a custom Footnote/Endnote into the text. Footnote styles can be appended from another project Footnote separators The Footnote separator is the line separator between the parent text and Footnote text.
TEXT AND TYPOGRAPHY Specify the attributes for the Footnote separator style: • Name: Enter a name in this field, or the application will use a default “New Footnote Separator Style” name. • Footnote Across Columns: Check to specify that the footnote should span columns in a multicolumn text box. Footnotes can be formatted to span across all columns. Footnotes for spanned column paragraphs will be listed below along with other footnotes as spanned footnotes.
TEXT AND TYPOGRAPHY • Rule for Continued Separator Style: Check to specify the attributes of the separator style if the footnote will be continued onto a subsequent page or column. If this box is not checked and the footnote text flows onto the next page or column, there will be no separator between the text and the footnote on the second page or column. • Style: Select a line style for the separator from the Style drop-down menu.
TEXT AND TYPOGRAPHY Check Spelling palette To change the scope of the spell check, choose an option from the Check dropdown 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 check libraries have been updated for all languages. 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. Working with grouped characters Use the Group Characters dialog box (Style menu) to include a group of horizontal characters, such as Roman characters, within a vertical line of text. Grouped characters always display horizontally and do not break at the end of a line.
TEXT AND TYPOGRAPHY has been applied to that text including any applied style sheets (paragraph and character). To use the Format Painter: 1. Select the text with the desired formatting. 2. Select the Format Painter in the Home or Character tab of the Measurements palette. 3. Select the text that you wish to apply the desired formatting to.
TEXT AND TYPOGRAPHY • Choose an option from the Char Align drop-down menu on the Paragraph tab of the Measurements palette.. The alignment options are: • ICF Box Top: Aligns small characters with the top of the ICF box. • Embox Top: Aligns small characters with the top edge of the em box of the largest character in a line of horizontal text. • Embox Bottom: Aligns small characters with the bottom edge of the em box of the largest character in a line of horizontal text.
TEXT AND TYPOGRAPHY Examples of vertical alignment Applying character attributes QuarkXPress lets you maintain precise, character-by-character control over text formatting.
TEXT AND TYPOGRAPHY Applying a font To apply a font to selected text, do one of the following things: • Choose a font family and a font style from the Font drop-down menus in the Home or Character tab of the Measurements palette. • Press Command+Option+Shift+M/Ctrl+Alt+Shift+M to jump directly to the font field in the Measurements palette, enter the first few characters of the font name until it is recognized, then press Return/Enter. Now select a font style from the font style menu.
TEXT AND TYPOGRAPHY Mac OS X • Increase 1 pt: Command+Option+Shift+> • 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
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 tab of the Measurements palette. • Use the color, shade, and opacity controls in 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 emphasis value To apply an emphasis mark to a character, select the character, click the Emphasis Mark drop down in the Text Styles menu on the Home or Character tab of the Measurements palette to display the emphasis mark options, and then click one of the options.
TEXT AND TYPOGRAPHY • Width - Define the desired width of the stroke as an absolute value (up to 500 pt). You can also define the width as a percentage of the text. The width of the stroke will then be dependent on the font size and increase/decrease proportionally if you change the font size. A percentage value must be between 0 and 50%. • Join - Select the type of join to specify the appearance of the stroke at corner points that extend beyond the end points of the text.
TEXT AND TYPOGRAPHY Use the Edit Font Set dialog box to configure a font set. For each type in a font set, you can control the following: • Font: Specify a font family for each type of the character group. • Style: Specify a font style for selected font family for each type of the character group • Relative Size: Specify the relative size of each font based on the font size used in the layout.
TEXT AND TYPOGRAPHY Use the Character tab of the Measurements palette 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 tab of the Measurements palette. You can copy any applied paragraph formats from one paragraph to other paragraphs in the same box or text chain.
TEXT AND TYPOGRAPHY • Forced : Ctrl+Alt+Shift+J Controlling indentation You can specify indents for selected paragraphs in the following ways: • Use the Style > Alignment submenu • Use the Paragraph tab of the Measurements palette Use the following fields to specify the indents: • To specify how far a paragraph is indented from the left edge of a box or column, enter a value in the Left Indent field.
TEXT AND TYPOGRAPHY that contains inline graphics, inline boxes and inline tables. The boundary value limit for proportional leading is -100% to 5000% When importing Word documents, the text is automatically mapped using proportional leading. • Incremental leading combines a base amount of auto leading with an absolute value specified in the Leading field. Incremental leading values must be preceded by a plus (+) or minus (–) sign.
TEXT AND TYPOGRAPHY To set the space before and after selected paragraphs, use the Space Before Paragraph and Space After Paragraph controls in the Paragraph tab of the Measurements palette. Controlling column flow The Column Flow controls let you specify how text flows in relation to columns. To set the column flow in selected paragraphs: 1. Use the Column Flow tab of the Measurements palette. 2.
TEXT AND TYPOGRAPHY Between two column blocks (span/span; span/ split; split/ split; split/ span), the Space Before and/or Space After values applied in Paragraph tab will be applied . • • Gutter Width- set the gutter width for split columns. Select Line Between to apply a separator line between coloumns, and use the drop-down menus for Style, Width, Color, Shade and Opacity to specify the appearance of the separator. This option is only available for Split Columns.
TEXT AND TYPOGRAPHY A Guide to QuarkXPress 2018 | 163
TEXT AND TYPOGRAPHY 164 | A Guide to QuarkXPress 2018
TEXT AND TYPOGRAPHY 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. Select the existing entry, and enter the character to align on.
TEXT AND TYPOGRAPHY Creating and editing text shading styles A text shading style is a named collection of text shading attributes. You can apply the attributes of a text shading style’s to text by simply applying the style to the text. To create a new text shading style or edit an existing one: 1. Open the Text Shading Styles dialog, (Edit > Text Shading Styles). 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.
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 • Width: Specify the width of the frame . • Style: Choose a frame style from the drop-down menu. • Color: Choose a color for the frame from the drop-down menu. Choose New from the menu to create a new color for the frame. • 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.
TEXT AND TYPOGRAPHY • Display the Text Shading Styles palette (Window > Text Shading Styles) and select a defined text shading style to apply to the text. • Use the controls in the Text Shading tab of the Measurements palette. • Apply a defined text shading style to either a character or paragraph style sheet and apply that style sheet to the text. You can select an empty text box or an empty paragraph in a text box as Step1.
TEXT AND TYPOGRAPHY You can choose to shade an entire paragraph and then shade selected text within that paragraph: 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. Kerning values are expressed as 1/200 of an em space.
TEXT AND TYPOGRAPHY and an associated kerning value for each pair in the table. You can’t change a font’s kerning table, but you can create a custom kerning table for any font using the Kerning pairs dialog box (Edit 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.
TEXT AND TYPOGRAPHY You can choose from the following strictness levels: • Compounds Only • Nominal • Aesthetic • Prevalent: This is the default level when opening creating a new project in QuarkXPress 2018 • Everywhere • As 2017 and Earlier: This is the default Strictness Level when opening a legacy document in QuarkXPress 2018. The Strictness level feature is only supported by Dieckmann hyphenation libraries (Extended 2 hyphenation method).
TEXT AND TYPOGRAPHY Support for all non- Dieckmann hyphenation libraries (e.g. ‘Standard’, ‘Expanded’, ‘Enhanced’) have been dropped for new documents created in QuarkXPress 2018. XTension developer created hyphenation libraries will continue to be supported for QuarkXPress 2018. • Hyphens in a Row: Specify how many words can be hyphenated in consecutive line ends. • Hyphenation Zone: Specify the area before the right indentation in which hyphenation can occur.
TEXT AND TYPOGRAPHY • R Space: Specify the amount of space between words containing Roman characters in justified paragraphs. Specify the optimum amount of space between words containing Roman characters in all paragraphs, regardless of their alignment. • EA Punct: Specify the minimum and maximum amount of space between East Asian punctuation characters in justified paragraphs. Specify the optimum amount of space between East Asian punctuation characters in all paragraphs, regardless of their alignment.
TEXT AND TYPOGRAPHY The Hyphenation Exceptions dialog box The Suggested Hyphenation dialog box (Utilities menu) displays the recommended hyphenation of a word that is based on the hyphenation method specified for the paragraph and the hyphenation exceptions for the paragraph’s language. Hyphenation exception files Hyphenation exception lists can be stored in separate .xml files. These .xml files can than be imported into your project and also exported and shared with other users and projects.
TEXT AND TYPOGRAPHY The Select Hyphenation Exceptions File dialog box 2. Search for and select the hyphenation exception .xml file you wish to import. 3. Check Append to Existing (default) to append the hyphenation exceptions to an existing list. If there are conflicts between words on the old list and the list you are attempting to append, a conflict resolution window will open.
TEXT AND TYPOGRAPHY Since Hyphenation Exceptions can be added at either at the application or layout level: • Importing hyphenation exceptions when no project is open would result in the hyphenation exceptions being imported at the application level for all the languages. • Importing hyphenation exceptions with a multi-layout project open would result in the hyphenation exceptions being imported into the current layout of the project.
TEXT AND TYPOGRAPHY 3. Select the desired target Job Jacket from the list on the left. 4. Select Hyphenation Exceptions from the list of Resources in the top-right list. 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.
TEXT AND TYPOGRAPHY • 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 4. Select Hyphenation Exceptions from the list of Resource types in the top-right list and click 5. to add a hyphenation exception file as a resource. Click the Source attribute and select Quark Publishing Platform from the dropdown menu. 6. Click the Browse button and select the desired hyphenation exceptions file and click OK.
TEXT AND TYPOGRAPHY when you save the project the newly added hyphenation exceptions will be reflected in the hyphenation exceptions file. Synchronization behavior within the Quark Publishing Platform environment: • Any change made in the external hyphenation exceptions file which is checked in to server, will be reflected in the project’s layout the next time the project is opened or checked out.
TEXT AND TYPOGRAPHY • Increase 1/20-em: Command+Shift+} • Decrease 1/200-em: Command+Option+Shift+{ • Increase 1/200-em: Command+Option+Shift+} Windows • Decrease 1/20-em: Ctrl+Shift+{ • Increase 1/20-em: Ctrl+Shift+} • Decrease 1/200-em: Ctrl+Alt+Shift+{ • Increase 1/200-em: Ctrl+Alt+Shift+} Editing tracking tables The application uses tracking information that is built into the font (the font’s tracking table).
TEXT AND TYPOGRAPHY Use the Style Sheets dialog box to create, edit, and delete style sheets. To create a paragraph style sheet, choose Paragraph from the New drop-down button. The Edit Paragraph Style Sheet dialog box displays. Use the controls in this dialog box to configure the attributes of the style sheet. Use the Edit Paragraph Style Sheet dialog box to configure a paragraph style sheet.
TEXT AND TYPOGRAPHY 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 Updating paragraph style sheets When you place the cursor in a paragraph that has uniform local formatting applied, you can update the style sheet applied to that text to include the local formatting by clicking the Update button . Alternatively, you can choose Style > Update Style Sheet > Paragraph. 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.
TEXT AND TYPOGRAPHY • 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. • Based On: To base the attributes of a new style sheet on an existing one, choose a style sheet from the Based On drop-down menu.
TEXT AND TYPOGRAPHY • Apply Style Sheet & Maintain Appearance: Applies the selected style sheet, plus any local formatting necessary to maintain the paragraph’s current appearance. If you use one of the following commands, QuarkXPress applies the indicated paragraph style sheet to the selected text, then if that style sheet has a specified Next Style, applies that style to the following paragraph. This process continues until QuarkXPress encounters a paragraph that does not have a specified Next Style.
TEXT AND TYPOGRAPHY Text that can be formatted with conditional styles The conventions used here could be described like so: 1. Apply the Headline paragraph style sheet to the first paragraph. 2. Apply the Bold Body character style sheet to the first sentence of the second paragraph. 3. Apply the Body paragraph style sheet until you get to the end of the story. 4. When you get to the end, turn around and apply the Byline character style sheet backwards until you get to an em dash.
TEXT AND TYPOGRAPHY 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. If a paragraph does not have a conditional style applied to it, it cannot be reformatted by a conditional style that is applied to a different paragraph.
TEXT AND TYPOGRAPHY 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. The rule after a Go rule is applied beginning at the point where the Go rule stops. The option you choose in the first column determines which options are available in the other columns. 5.
TEXT AND TYPOGRAPHY • End of the Sentence: Choose this option to format through the end of the current sentence. • Beginning of the Paragraph: Choose this option to jump or format backwards to the beginning of the current paragraph. • End of the Paragraph: Choose this option to jump or format through the end of the current paragraph. • Next Paragraph: Choose this option to jump to or through the next paragraph. • Last Paragraph: Choose this option to jump to or through the final paragraph.
TEXT AND TYPOGRAPHY Conditional Styles palette 2. Select the Text Content tool and select the target paragraphs or place the text cursor where you want the conditional styling to begin. 3. Click the name of the conditional style in the Conditional Styles palette. Note that once you have applied a conditional style to text, that text will continue to be automatically formatted until you remove the conditional style.
TEXT AND TYPOGRAPHY 1. Insert a conditional style marker at the beginning of each headline. To insert a conditional style marker, choose Utilities > Insert Character > Special > Conditional Style Marker. Plain text with conditional style markers (highlighted in yellow) 2. Create a conditional style that applies the Headline paragraph style sheet to the first paragraph and the Body style sheet until the next occurrence of a conditional style marker.
TEXT AND TYPOGRAPHY 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 . To delete a conditional style, use the Delete button in the Conditional Styles dialog box or select the conditional style in the Conditional Styles palette and click Delete .
TEXT AND TYPOGRAPHY To create a bullet style, choose Edit > Bullet, Numbering, and Outline Styles, then choose Bullet Style from the New button in the Bullet, Numbering, and Outline Styles dialog box. The Edit Bullet Style dialog box displays. Edit Bullet Style dialog box To control how the bullet is styled, choose an option from the Character Style drop-down menu.
TEXT AND TYPOGRAPHY • By choosing an outline style that uses the bullet style from the •/123 menu in the Paragraph tab of the Measurements palette. If you do it this way, the bullet’s position is controlled by the outline style. For more information, see “Working with outline styles.” • Associate the bullet style with a paragraph style sheet, then apply that style sheet to the text. For more information, see “Bullets, numbering, outlines, and style sheets.
TEXT AND TYPOGRAPHY • Choose the numbering style’s name from the •/123 menu in the Paragraph tab of the Measurements palette. If you do it this way, the numbers are positioned to the left of the paragraph’s first line indent by its Outset value. • Choose an outline style that uses the numbering style from the •/123 menu in the Paragraph tab of the Measurements palette. If you do it this way, the numbers’ positions are controlled by the outline style.
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 control that acts on the text box itself. All other runaround controls act on the item(s) placed in front of the text box. Running text around lines and text paths To apply text runaround to a line or text path in front of a text box, select the line or text path, use the Runaround tab on the Measurements palette, and then choose an option from the Type drop-down menu: • Choose None to run text behind the line or text path. • Choose Item to run text around the line or text path.
TEXT AND TYPOGRAPHY To apply text runaround to a picture component in front of a text box, select the picture component, choose Style > Picture, click the Runaround tab, and then choose an option from the Type drop-down menu: • Choose None to run text behind the active picture component. • Choose Item to run text around the picture component’s boundaries. If the picture component is rectangular, enter values in the Top, Left, Bottom, and Right fields to outset or inset the runaround area.
TEXT AND TYPOGRAPHY below or at 20%, the pixel will be considered “white” and excluded from the runaround path. 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. To apply drop caps to a selected paragraph, use the Paragraph tab of the Measurements palette, and check Drop Caps.
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 OpenType Styles palette The OpenType Styles palette can also be displayed/closed by pressing the F4 shortcut key. A radio button indicates that the OpenType feature is mutually exclusive, you need to select between one of the features. A check box indicates that the OpenType feature is additive, you can add the feature to the already applied OpenType features. On macOS only the features available to the currently selected font are shown by default.
TEXT AND TYPOGRAPHY The following new features for OpenType Styles have been introduced: • Slashed Zero • Ornaments • Stylistic Alternates • Historical Forms • Small Capitals From Capitals • Case Sensitive Forms • Capital Spacing Applying OpenType styles OpenType styles can be applied through the OpenType Styles dialog in the Edit Character Style Sheet dialog. Click the OpenType icon on the Edit Character Style Sheet dialog to displays the OpenType Styles dialog.
TEXT AND TYPOGRAPHY • 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. • Lining Figures: Apply modern numeric styles that align better with text that is in all capital letters. • Oldstyle Figures: Apply numeric styles that are best suited for numbers that are integrated into text.
TEXT AND TYPOGRAPHY • Proportional Alternate Widths: Fit glyphs to individual, proportional widths. • 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. • Slashed Zero : This feature allows the user to change from the default 0 to a slashed form. • Ornaments: This feature allows the user to ornament glyphs in the font.
TEXT AND TYPOGRAPHY • To apply ligatures to selected text using the legacy method, check Ligatures on the Character tab of the Measurements palette . • To apply ligatures to selected text using the OpenType method, select text that uses an OpenType and then choose Standard Ligatures from the OpenType menu on the Home or Charactertab of the Measurements palette . This will apply ligatures such as fi, fl, ff, ffi, ffl, fj, ffj, and th — if they are built into the font.
TEXT AND TYPOGRAPHY The Glyphs palette displays the available OpenType features for each font. Working with Color Fonts A color font file is a regular font file that embeds additional data to display more graphic properties than the contour shapes of a character. QuarkXPress supports three color font formats: • SBIX: This is an Apple format, containing glyphs with bitmap raster data. • COLR: This is a Microsoft format, containing glyphs with vector data.
TEXT AND TYPOGRAPHY so that the color fonts are easily differentiable from normal fonts and from each other. If an installed color font is available in more than one format on the system, then the one having the higher preference order will be enumerated in the font list. The preference order is: SVG, COLR, SBIX. Both Windows and macOS have a default color font (Segoe UI Emoji font on Windows and Apple Color Emoji on macOS).
TEXT AND TYPOGRAPHY The Glyphs palette makes it easy to work with large character sets and professionalquality fonts.
TEXT AND TYPOGRAPHY To view the glyphs in a font, display the Glyphs palette (Window menu) and choose a font and font style from the Font family and style menu in the upper-left corner.
TEXT AND TYPOGRAPHY example, preventing breaks from occurring between the two “glued” elements at the end of a line. Inserting other special characters To insert a special character other than a space — such as an em dash or a current page number placeholder character — at the text insertion point, choose Utilities > Insert Character > Special or Utilities > Insert Character > Special (nonbreaking).
TEXT AND TYPOGRAPHY To create a font mapping rule, first open a project that uses a missing (inactive) font. Click List Fonts to display the Missing Fonts alert. Use the Replace button to choose replacement fonts for any missing fonts, then click Save As Rule. All the replacements listed in the Missing Fonts alert are saved as rules, even if only some replacements are selected. If you change your mind about a replacement, select its line and click Reset.
TEXT AND TYPOGRAPHY A line in a design grid includes a bottomline, a baseline, a centerline, and a topline. In the horizontal story direction, a line in a design grid includes a bottomline, a baseline, a centerline, a topline, and a full cell box. 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.
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 • Character Spacing and Sending: The Character Spacing and Sending values determine the horizontal Full Cell spacing in horizontal story direction and the vertical Full Cell spacing in vertical story direction. • Baseline Position: Choose an option in this area to specify positioning for the baseline in the design grid.
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 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. • Open Other Adjustments to access the Font Size, Offset, and Horizontal/Vertical scale controls.
TEXT AND TYPOGRAPHY increments do not align perfectly with the box, an estimate of the fraction displays in the increment bar. • The Characters in Box field displays the number of characters that can fit in the active text box, based on the values in the Adjust Lines Within Box dialog box. This field is not editable. • Click Adjust Text Box Size to automatically adjust the size of the text box to accommodate the Cells per line and Lines in Box value 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 The Cell Alignment tab in the Grid Settings and Edit Grid Style dialog boxes Loading grid settings To use a grid style, style sheet, or master page grid as the basis for a master page grid or text box grid: 1. Click Load Settings in the Master Guides & Grid, Grid Settings, or Edit Grid Style dialog box. The Load Settings dialog box displays. Select a grid style, style sheet, or master page in the Load Settings dialog box.
TEXT AND TYPOGRAPHY 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. You can modify these grid settings after loading them.
TEXT AND TYPOGRAPHY Grid style with “Body Copy” style sheet loaded and linked Working with grid styles A grid style includes grid attributes you can apply to a text box or use as the basis for a master page grid or another grid style. Creating grid styles To create, edit, duplicate, or delete grid styles, use the Grid Styles dialog box (Edit > Grid Styles).
TEXT AND TYPOGRAPHY Use the Grid Styles dialog box to create, edit, duplicate, and delete grid styles. When you click New, Edit, or Duplicate in the Grid Styles dialog box, the Edit Grid Style dialog box displays.
TEXT AND TYPOGRAPHY • To specify a name for the grid style, enter a value in the Name field. • To control the placement and spacing of the grid, use the controls in the Text Settings tab. For more information, see “Design grids: Text Settings tab.” • To control the alignment of the full cell to the grid, use the controls in the Cell Alignment tab. For more information, see “Design grids: Cell Alignment tab.” • To specify which grid lines display, use the controls in the Display Settings tab.
TEXT AND TYPOGRAPHY can choose View > Snap to Page Grids to force items you move to align with master page grids. Using a master page grid To specify a master page grid for a layout page, apply the master page to the project page. Locking text to a grid Using a style sheet or local paragraph formatting, you can lock text to the master page grid or a text box grid. To lock text to a grid: 1.
TEXT AND TYPOGRAPHY 3. Click a grid line in the text box and then drag the box. Note that even as you move the grid line, the original position of the box continues to display. You can align the selected grid line with another grid line in the box, a master page grid line, or a guide. (See notes on Live Drag below.) 4. Click a grid line or cell in the text box and then drag the box. Notice how the selected grid line or cell you’re moving displays and the original position of the box continues to display.
TEXT AND TYPOGRAPHY You can apply automatic rubi to a series of words (separated by spaces or punctuation) by selecting a range of text and then pressing Command+Option+R/Ctrl+Alt+R. For more information about automatic rubi, see the Rubi Text bullet in the list under “Text tab,” below. Text tab The Text tab of the Rubi dialog box lets you control the following options: • Rubi Text: Use this field to specify the rubi text to be applied to the selected base text.
TEXT AND TYPOGRAPHY Use the Character Attributes tab to specify how rubi characters display • The Font, Style, Size, Color, Shade, Opacity, Scale, Track/Sending, Baseline Shift, and Type Styles controls let you apply basic formatting to the text. • To enable or disable the use of specifically designed Kana glyphs for Rubi, check or uncheck Rubi Annotations. These glyphs are available only in some Japanese OpenType fonts.
TEXT AND TYPOGRAPHY Justified alignment of rubi text • Forced: Aligns rubi text flush with the left and right of base text in a horizontal story, or flush with the top and bottom of base text in a vertical story. Forced alignment of rubi text • 1–2–1 (JIS) Rule: Aligns rubi text with base text according to a 1:2:1 ratio, leaving a certain amount of space at the beginning and end of the line of rubi text.
TEXT AND TYPOGRAPHY Equal Space alignment of rubi text • 1 Rubi Space: Aligns rubi text so that the space at the beginning of the line of rubi text and the space at the end of the line of rubi text are equal to the width of one rubi text character but not equal to the spaces between each rubi text character. The spaces between rubi text characters are distributed evenly.
TEXT AND TYPOGRAPHY Backslashes correspond with the space between base text characters Rubi base alignment options You can apply Base Alignment options only when rubi text overhangs the base text. The Base Alignment options are: • None: No base text alignment is applied. • Left: Aligns base text with the left side of rubi text in a horizontal story. • Centered: Aligns base text under or next to rubi text so that rubi text has equal overhang on each side of the base text.
TEXT AND TYPOGRAPHY Forced alignment of base text • 1–2–1 (JIS) Rule: Aligns base text with rubi text according to a 1:2:1 ratio, leaving a certain amount of space at the beginning and end of the line of base text. 1–2–1 (JIS) Rule alignment of base text • Equal Space: Aligns base text so that the space at the beginning of the line of base text, the space at the end of the line of base text, and the spaces between base text characters are equal.
TEXT AND TYPOGRAPHY • • None: No overhang is allowed. Up to 1 Rubi Character: Allows the full width of a rubi text character to overhang an unrelated base text character. Up to 1 Rubi Character • Up to ½ Rubi Character: Allows ½ the width of a rubi text character to overhang an unrelated base text character. Up to ½ Rubi Character • Up to 1 Base Character: Allows the full width of a base text character to be placed under unrelated rubi text characters.
TEXT AND TYPOGRAPHY • Unrestricted: Allows overhang without any restrictions. Working with hanging characters Hanging character sets handle both hanging punctuation and margin alignment. Margin alignment lets you hang characters partially outside the margin to create visually uniform text alignment along the margin.
TEXT AND TYPOGRAPHY The punctuation characters in this sample text are trailing hanging characters. You can create custom hanging character classes and hanging character sets, or you can use the default classes and sets that come with the software. A hanging character class is a group of characters that should always hang outside the margin or indent inside the margin by the same percentage. A hanging character set is a group of hanging character classes.
TEXT AND TYPOGRAPHY class in the center pane of the dialog box, the lower pane displays the sets to which the selected class belongs and the attributes of the selected class. To compare hanging character sets or classes, select two classes or sets in the Hanging Characters dialog box and press Option/Alt. The Append button changes to Compare.
TEXT AND TYPOGRAPHY Creating hanging character sets Use the Edit Hanging Character Set dialog box (Edit > Hanging Characters > New > Set) to specify the hanging character classes to be included in a hanging character set. The Edit Hanging Character Set dialog box The center pane of the dialog box displays all of the available hanging character classes that can be added to a hanging character set. Check the boxes next to the classes you want to add, give the hanging character set a name, and then click OK.
TEXT AND TYPOGRAPHY • A Mojigumi character class is a named set of punctuation characters that should always be spaced in a particular way. • A Mojigumi set is a set of character spacing specifications based on the widths of character em boxes. For example, a mojigumi set might dictate that open punctuation should use fixed half-width spacing when it occurs at the beginning of a line, and that close punctuation should use full-width or half-width spacing when it occurs at the end of a line.
TEXT AND TYPOGRAPHY enter a name in the Name field and then choose a Mojigumi character class from the Class drop-down menu. The settings in the Edit Mojigumi Sets dialog box let you control the width or spacing for characters in the specified Mojigumi character class. You can also control which adjustments take priority. The Edit Mojigumi Sets dialog box • Name: Displays the name of the Mojigumi set being edited. • Units: Specify the units that you prefer to see in this dialog.
TEXT AND TYPOGRAPHY Close Punctuation • Mid Line (Parens): Specify character width or spacing for closing punctuation that falls in the middle of a line. • Mid Line (Kutoh-ten): Specify character width or spacing for Kutoh-ten that falls in the middle of a line. Kutoh-ten is a Japanese word meaning “period and comma.” • End Line: Specify character width or spacing for closing punctuation that falls at the end of a line.
TEXT AND TYPOGRAPHY Character Width Setting, Character Space Setting Specify the character width or spacing for Open Punctuation, Close Punctuation, Middle Punctuation, and Contiguous Punctuation. • Fixed Full Width: Specify the character width to a fixed full-em width. • Fixed Half Width: Specify the character width to a fixed half-em width. • Full Width to Half Width: Specify the character width to a full-em width, but allow characters to be squeezed down to a half-em width.
TEXT AND TYPOGRAPHY Applying Mojigumi sets To apply a Mojigumi set to a paragraph, choose its name from the Mojigumi Sets drop-down menu in the Paragraph tab of the Measurements palette. To apply a Mojigumi set to a paragraph style sheet, choose the Mojigumi set name from the Mojigumi Sets drop-down menu in the Format tab of the Edit Paragraph Style Sheet dialog box (Edit > Style Sheets > New > Paragraph or Edit > Style Sheets > Edit). You can apply only one Mojigumi set to a paragraph.
TEXT AND TYPOGRAPHY If you know that a pre-8.0 project uses (for example) the Hong Kong Big5 encoding, you can use a Hong Kong Big5 mapping table to convert its characters to Unicode when you first open the project in QuarkXPress 8.0 or later. QuarkXPress ships with several such mapping tables. To use one of these included mapping tables, first navigate to the “CustomMappingTables” folder: • • Mac OS X: [DRIVE]:Library:Application Support:Quark:QuarkXPress[version]:CustomMappingTables Windows: [DRIVE]:\Pr
TEXT AND TYPOGRAPHY Mapping for projects that use custom characters If characters in a legacy project use an extended code range, those characters may display incorrectly when you open that project in QuarkXPress 8.0 or later. To fix this problem, you can change the way the problematic characters are mapped to Unicode characters by using a custom mapping table. A mapping table is a text file that tells QuarkXPress how to convert text that uses a particular flavor of encoding to Unicode.
TEXT AND TYPOGRAPHY the fraction. Examples of fractions that could be formatted are: 11/42, 131/416, and 11/4x. To convert characters into a fraction, select the characters and choose Style > Type Style > Make Fraction. The characters in the fraction are converted using Baseline Shift and the formatting specified in the Fraction/Price tab of the Preferences dialog box (QuarkXPress/Edit > Preferences > Application > Fraction/Price).
TEXT AND TYPOGRAPHY Tracking value Command Decrease space by .005 em Control+Alt+Shift+! Word Space Tracking is applied by applying manual kerning after each selected space. To remove Word Space Tracking, select the text and then choose Style > Remove Manual Kerning Line Check Use the Line Check feature to find widows, orphans, loosely justified lines, lines that end with a hyphen, and text box overflow. Line Check (Utilities > Line Check) moves through a document, highlighting questionable lines.
TEXT AND TYPOGRAPHY Custom Underline The Custom Underline feature lets you customize the color, shade, width, and offset of underlines. Custom underlines behave much like type style underlines, but can be customized with more control over the underline attributes. Custom underline styles work much like style sheets. To create, edit, or delete an underline style, choose Edit > Underline Styles. To apply a custom underline style, choose its name from the Style > Type Style > Underline Styles submenu.
TEXT AND TYPOGRAPHY Just like colors and style sheets, each destination has a name. You can give any name you want to a destination. For example, if you have a destination for the URL http://www.quark.com, you could name it “Quark Web Site.” Just as you can see a list of a project’s colors in the Colors palette, you can see the list of a project’s destinations in the Hyperlinks palette.
TEXT AND TYPOGRAPHY Create a destination using the New Hyperlink dialog box. Creating an anchor An anchor is simply a pointer to a specific place in a layout. To create an anchor: 1. Choose Window > Hyperlinks. The Hyperlinks palette displays. • Click the New Anchor button in the Hyperlinks palette. • Choose Style > Anchor > New. • Display the Hyperlinks palette menu and choose New Anchor. • Display the context menu for the selected text or item and choose Anchor > New. 2.
TEXT AND TYPOGRAPHY • Display the context menu for the selected text or item and choose Hyperlink > [destination]. Creating a hyperlink from scratch A hyperlink is a text string, box, or line that points to a particular destination. To create a hyperlink and a destination at the same time: 1. Select the range of text or item you want to use as the hyperlink. • Click the New Hyperlink button in the Hyperlinks palette. • Choose Style > Hyperlink > New.
TEXT AND TYPOGRAPHY Editing and deleting destinations To edit the name or URL of a destination, select the destination in the Hyperlinks palette and click the Edit button . Any changes you make apply to all hyperlinks in this layout that use the destination. To delete a destination, select the destination in the Hyperlinks palette and click the Delete button . All hyperlinks to this destination are removed from the layout.
PICTURES Pictures You can import and paste pictures from image-editing or other graphic applications into QuarkXPress. Once a picture is in a box, you can perform a number of operations on it, such as altering its position, changing its size, or skewing or flipping it. Working with pictures QuarkXPress provides a wide variety of tools for working with pictures. If an article contains pictures, you can view and manipulate pictures in QuarkCopyDesk. You can also create picture components.
PICTURES You may need to resize or reposition a picture after you import it to make it fit properly within its box. • Choose File > Import. • Drag a picture file from the file system onto a picture component. If the component contains a picture, press Command/Ctrl to replace it. • Drag a picture from another application onto a picture component. If the component contains a picture, press Command/Ctrl to replace it.
PICTURES scale a picture proportionally so that it completely fills the picture component, choose Scale Picture to Fill Box from the context menu or Style menu. Cropping pictures If you only want a portion of your image to display, you can manually crop it by adjusting the size of the box. Rotating and skewing pictures Rotating a picture sets it at a different angle within the box, while skewing a picture applies a slanted look to it.
PICTURES Listing, verifying status of, and updating pictures The Usage feature (Utilities menu) lets you keep track of all your imported pictures. To use this feature, choose Utilities > Usage, then click Pictures to display the Pictures pane. The Show button displays the selected picture in the layout. The Update button lets you relink to another image or update the missing and modified pictures. To update modified pictures without a confirmation alert, Option+click/Alt+click the Update button.
PICTURES 3. Edit the image using the controls on the palette. As you apply effects to the selected image, you will see the effects immediately in the layout. The effects you have applied to the image will be listed on the palette. You can rearrange the order in which the effects are applied (on Windows by dragging them into position and on Mac OS using the up/down arrows next to the applied effects) as well as delete any you do not want.
PICTURES Using the Picture Export Options palette, select the applied picture effects you want to save with the picture and specify the following attributes: • Maximum Resolution • Pictue Box Bleed • Color Mode • Format You can also choose to Overwrite Original Picture and Link Layout to New Picture. Filters Use the Filters drop-down menu to select a filter to apply to the image.
PICTURES • Despeckle - Detects the edges in a picture and blurs all of the picture except those edges. It removes noise while preserving detail, and can be useful for removing dust from a scanned image. • Gaussian Blur - Smoothes transitions by averaging pixels next to hard edges of defined lines and shaded areas in a picture. By checking Blur Picture and/or Blur Mask, you can apply this filter separately to pictures and their alpha masks..
PICTURES • Trace Contour - Thinly outlines the transitions of major brightness areas for each color channel, producing a black-and-white outline of the picture. You have the option to invert the results as well. • Add Noise - Applies random pixels to a picture to simulate pictures shot using high-speed film. The filter applies an even pattern to shadow tones and midtones while adding a smoother, more saturated pattern to the picture’s lighter areas.
PICTURES • Selective Color - To increase or decrease the amount of process color in each of the primary colors in a picture. For example, if an apple is too purple, you can take cyan out of the areas that affect red. • Gamma Correction - To adjust the white point. Adjusting the white point controls the brightness of the picture’s display on screen. To use the Gamma Correction dialog box, adjust the midtones by entering a new value in the Gamma field or by dragging the slider.
PICTURES Working with clipping paths A clipping path is a closed Bézier shape that indicates which parts of a picture should be displayed and which parts should be treated as transparent. Clipping paths are especially useful when you are attempting to isolate the picture’s subject from its surrounding background in the original picture file. You can create clipping paths from scratch in QuarkXPress or QuarkCopyDesk, or you can use embedded path or alpha channel information to create clipping paths.
PICTURES that using a clipping path around an alpha channel will create a hard edge rather than a blended effect. If you want a semi-opaque blend, use an alpha mask. (See “Working with alpha masks.”) • Choose Non-White Areas to create a clipping path based on the picture’s subject. Depending on the image and the value in the Threshold field, the clipping path will outline a non-white figure within a larger white or near-white image (or vice versa).
PICTURES corner point’s curve handles can be manipulated independently, usually to form a sharp transition between the two segments. To change the character of a line segment, use one of the following buttons: • Straight Segment : Makes the active segment straight. • Curved Segment : Makes the active segment curved. You can also change point and segment types with the Item > Point/Segment Type submenu.
PICTURES By default, this drop-down menu is set to Composite, which preserves the image’s overall transparency. Working with PSD pictures You can import native, unflattened picture files from Adobe Photoshop directly into QuarkXPress with PSD Import functionality. Once files are imported, you can manipulate any layers, channels, and paths saved with the Photoshop (PSD) files.
PICTURES • If there are no layers in the PSD file, the Advanced Image Control palette shows only the background layer. Blending PSD layers The Blend Mode drop-down menu in the Layers pane lets you control how pixels in a selected layer interact with pixels in all the layers below the selected layer. The blend modes are similar to those in image-editing applications: They include options such as Multiply, Color Dodge, Exclusion, and Saturation.
PICTURES Showing and hiding channels Visible channels in imported PSD files display on screen and can be printed; channels that are hidden do not display on screen and cannot be printed. The process to show and hide channels is the same as for layers. Clicking the composite channel displays all the default channels, such as CMYK or RGB.
PICTURES For text runaround to occur, the picture box needs to be in front of the text. If the text is not wrapping, select the picture box and choose Item > Bring Forward or Item > Bring to Front. You also can use the Paths pane to control the display of an image by selecting a clipping path you created in Photoshop. To select a clipping path, click in the empty box in the second column. The Clipping Path icon displays and the area of the picture within the selected clipping path displays.
CROSS REFERENCES Cross references A cross reference in a document is text that refers to related material located elsewhere within the document. If the cross reference is inserted as a hyperlink, and the document is exported as PDF, then the reader will be able to click on a cross reference and follow the link to the specified location within the document. Cross references can only be linked to footnotes, endnotes, text anchors and numbered items.
CROSS REFERENCES 4. Check Insert as Hyperlink to insert the cross reference as a hyperlink in the exported PDF document. 5. Once you have chosen a cross reference type, the available references to link to will be listed. Choose a reference to link to. 6. Choose an option from the Insert Reference to drop-down menu. The options in this drop-down menu depend on what cross reference type you have choosen. What you choose here will determine the text of the cross reference link.
CROSS REFERENCES You can choose to display the text anchor name, paragraph number, the paragraph number (with no context or with full context), or the page number the text anchor resides on. 7. If you check Include Above/Below, the cross reference will specify whether the referenced item is above or below the cross reference in the layout. 8. The Separate Numbers With option is available only when you are inserting a cross reference to a numbered item.
COLOR, OPACITY, AND DROP SHADOWS Color, opacity, and drop shadows QuarkXPress lets you create custom colors, choose colors from several standardized color matching systems, and edit colors. You can apply both color and shade to text and pictures. You can also control the opacity of text in the same way you control its color. You can apply drop shadows to both items and text. Working with colors Some colors are automatically included in the Colors palette.
COLOR, OPACITY, AND DROP SHADOWS The Colors dialog box You can use the Colors dialog box (Edit > Colors) to create, edit, duplicate, delete, and append colors. The Colors dialog box lets you create, edit, and delete color definitions. Creating a color You can choose from several color models and from a number of color matching systems when you create colors. If you have colors you use frequently, you can create colors for the default color list in the application when no files are open.
COLOR, OPACITY, AND DROP SHADOWS • CMYK: CMYK is a subtractive color model used by professional printers to reproduce colors by combining cyan, magenta, yellow, and black inks on a press. • To select a color from a color matching system and add it to your color list, choose one of the standardized color matching systems from the Model dropdown menu. Creating gradients A gradient is a transition from one color to another.
COLOR, OPACITY, AND DROP SHADOWS 7. Choose the type of gradient you are creating from the Type drop down menu: None, Axial, Radial, Rectangular or Diamond. As soon as you choose a type of gradient, a default gradient is automatically created from two colors: the background color of the item you have selected and black. Choosing a gradient also enables and disables the options and controls appropriate to your selection. You can change the type of gradient at any time.
COLOR, OPACITY, AND DROP SHADOWS You can delete any color stop by clicking and dragging it down. • Click the reverse icon to reverse the gradient. • Click the Full Radial icon to spread the center color out to soften the gradient. This option is only available for radial gradients. 9. The following options are on the drop-down menu under the • icon: Add to Colors: to add your created gradient to the colors list for this project.
COLOR, OPACITY, AND DROP SHADOWS Edit Color dialog box Duplicating a color To duplicate an existing color, choose Edit > Colors, select the color you want to duplicate from the Colors list, then click Duplicate to display the Edit Color dialog box for the duplicate color. Deleting a color While you cannot delete some of the default colors, you can delete any new or duplicate colors you have created.
COLOR, OPACITY, AND DROP SHADOWS • For similar vector and raster combinations, if the user clicks on a vector object with a raster underneath, a warning will appear, telling the user that the selected image contains vector graphics and suggests using Shift+click to pick source values from the raster image underneath. You can pick multiple colors and then decide which colors you want to save or discard.
COLOR, OPACITY, AND DROP SHADOWS 2. Click the 3. Click on any Native color in your project that you want to add. The color will color picker tool. be displayed at the bottom of the Colors palette. 4. To add an individual color, double click on the color. To remove an individual color, press the Alt key and click on the color. The default color names are added with color models values. RGB is in 255 values, and CMYK is in percentages.
COLOR, OPACITY, AND DROP SHADOWS 5. Hold down Alt/Option+Shift and click the icon to add all of the colors that were chosen with the color picker tool at one time. Importing colors from another article or project You can append colors from another article or project using the Colors dialog box (Edit > Colors) or the Append command (File > Append).
COLOR, OPACITY, AND DROP SHADOWS Applying color and shade to lines Three methods are available to apply color and shade to lines: • Use the Line tab of the Measurements palette. • Use the Colors palette (Window > Colors). • Apply color, shade, and line gap settings using the Style > Color and Style > Shade commands. Applying transparency blend modes Blending modes let you vary the ways that the colors of objects blend with the colors of underlying objects.
COLOR, OPACITY, AND DROP SHADOWS • Multiply: When the Multiply Blend mode is applied to the top object, each color pixel of the top object will be multiplied with each color pixel of the bottom object. • Screen: When the Screen Blend mode is applied to the top object, the color pixels of both the top and bottom objects will first be inverted, and then be multiplied, and then resultant color pixels will be inverted. The resulting color is usually a lighter color.
COLOR, OPACITY, AND DROP SHADOWS • Darken: Lighter pixels in overlapped areas will become darker • Lighten: The Lighten blend mode is the opposite of the Darken blend mode; Darker pixels in overlapped areas will become lighter. • Color Dodge: The color of the bottom object will become lighter, depending upon the color of the top object. • Color Burn: The color of the bottom object will become darker, depending upon the color of the top object.
COLOR, OPACITY, AND DROP SHADOWS • Hard Light: The Hard Light blend mode is a combination of the Multiply and Screen blending modes. • Soft Light: Darkens or lightens the colors, depending on the color of the bottom objects. The resultant color is brighter if the color of the bottom object is less than 50% of gray values. The resultant color is darker if the color of the bottom object is more than 50% of gray values .
COLOR, OPACITY, AND DROP SHADOWS • Exclusion: The Exclusion blend mode is similar to the Difference blend mode with lower contrast. Working with opacity Opacity is applied at the color level, so you can specify opacity for just about anything you can apply a color to, including the first or second color in a blend.
COLOR, OPACITY, AND DROP SHADOWS To specify opacity for a picture, enter a value in the Opacity field of the Picture Box tab of the Measurements palette. Specifying opacity for groups Keep in mind that when you stack items of varying opacities, the colors are combined and may produce a buildup of ink. For example, if you place a yellow box with a 30% opacity in front of a cyan box with 100% opacity, the box in front will become slightly greenish.
COLOR, OPACITY, AND DROP SHADOWS specify source color spaces for named colors; and indicate underlying color spaces for inks. The output setups specify output profiles and color models, and configure proofing options for simulating different types of output on screen. The color management experience for users You have many options for how you work: You can work with proven default settings, implement source setups and output setups from a color expert, or work within a legacy color management environment.
COLOR, OPACITY, AND DROP SHADOWS Color managing multi-color-space EPS and PDF pictures Some EPS and PDF files can contain elements that use different color spaces. For example, a PDF or EPS file might contain a picture that uses the RGB color space and a color that uses the CMYK color space. To allow QuarkXPress to manage these various elements appropriately, using the specified output setup, in subsequently imported EPS and PDF pictures, check Color Manage Vector EPS/PDF.
COLOR, OPACITY, AND DROP SHADOWS Working in a legacy color management environment You can open projects from QuarkXPress 7.x, 8.x, or 9.x, and be confident that color will display and output as it always has. You can continue to work in a legacy color management environment from QuarkXPress versions 7.x, 8.x, or 9.x. If you choose to work in a legacy color management environment, you can still take advantage of the soft proofing features in QuarkXPress.
COLOR, OPACITY, AND DROP SHADOWS The Proof Output submenu (View menu) provides display simulation options so you can see how colors will output. For example, if you plan to convert spot colors to process colors or output an entire RGB layout as grayscale, you can preview how your choice will look.
COLOR, OPACITY, AND DROP SHADOWS To get started in creating a source setup, you will need to know some details about the hardware and software involved in a client’s workflow — what type of digital camera and scanner they use, for example — and you’ll need to make sure the relevant profiles are available. It’s also helpful to see sample projects so you know what types of pictures, colors, inks, and devices they’re working with, such as logos, charts and graphs, photographs, and duotones, and output to SWOP.
COLOR, OPACITY, AND DROP SHADOWS 3. Drag the source or output setups to the target Job Jackets structure or Job Ticket. You can also choose an output style that includes specific output setups. • To use a custom output setup for printing or other types of output, choose that output setup from the Setup drop-down menu in the Color pane of the Output Styles dialog box (Edit > Output Styles > New/Edit).
COLOR, OPACITY, AND DROP SHADOWS Loading profiles If you have more profiles than you need for a particular workflow, you can streamline the profiles available in QuarkXPress. To do this, use the Profile Manager dialog box (Utilities menu). Checking profile usage When you’re working with layouts from other users, you can quickly see how those users have implemented color management by looking at the Profiles pane of the Usage dialog box (Utilities menu).
COLOR, OPACITY, AND DROP SHADOWS maintain a significant light source throughout a layout and making drop shadows seem more natural. Incorporating drop shadows with items Additional options control how drop shadows interact with items, including handling opacity and text runaround. As with the other controls, these options are located in the Measurements palette.
CUSTOM BLEEDS Custom Bleeds Bleed is the term used to describe items that are printed to the edge of a finished page. Custom Bleeds functionality provides enhanced bleed functionality for QuarkXPress, giving you more control over how items will bleed. To create a bleed in QuarkXPress, simply create items that extend past the edge of the page onto the pasteboard, and then specify how much of the area beyond the edge of the page should be printed.
CUSTOM BLEEDS • PDF: The Bleed Type drop-down menu is in the Export as PDF dialog box. Using Clip at Bleed Edge When creating a symmetric or asymmetric bleed, you can use the Clip at Bleed Edge check box to define whether QuarkXPress uses the bleed value to clip items: • If Clip at Bleed Edge is checked, QuarkXPress prints all layout page items and pasteboard items that are at least partially within the bleed rectangle, and QuarkXPress uses the bleed values to clip items.
ITEM STYLES Item Styles Item Styles lets you save collections of item attributes — including color, border style, line width, picture scale, and text inset — as named styles that you can apply from a palette. The Item Styles feature adds the Item Styles palette (Window > Item Styles), the Edit Item Styles dialog box (Edit > Item Styles), and the Item Styles Usage dialog box (Utilities > Item Styles Usage). Item Styles do not affect locked attributes of items (position, story, or picture).
ITEM STYLES The Item Style applied to the selected item (if any) displays in bold in the Item Styles palette. If the name has a + next to it, the item uses local formatting that is different from what is defined in the Item Style. To remove local formatting from an item, select the item, click No Style at the top of the Item Styles palette, and then click the Item Style name again. You can also remove local formatting by Option+clicking/Alt+clicking the name of the Item Style.
ITEM STYLES 4. If you want a keyboard shortcut, enter it in the Keyboard Equivalent field. On Mac OS X, you can use any combination of Command, Option, Control, and Shift with the numbers on the numeric keypad or the function keys. On Windows, you can use any combination of Control and Alt with the numbers on the numeric keypad, or any combination of Control, Alt, and Shift with the function keys.
DEJAVU (WINDOWS ONLY) DejaVu (Windows only) The DejaVu feature adds a list of recently opened projects to the File menu, either at the bottom or as a hierarchical menu from the File > Open submenu. This list enables you to access projects with increased speed and ease. You can also use DejaVu to designate default folders for retrieving text and pictures, and for opening and saving projects.
DOCUMENT CONSTRUCTION Document construction The Layers feature lets you easily hide, show, and suppress the printing of groups of objects. The Lists feature lets you create tables of contents and other lists. The Index feature lets you automatically generate an index of a layout. The Libraries feature lets you keep often-used elements in an easy-to-reach place. Using automatic page numbering To insert an automatic page number on every page: 1.
DOCUMENT CONSTRUCTION Working with master pages Master pages are like templates for pages. If you want to use the same heading, footing, background, page number positioning, and so forth on some of your pages, you can create these things on a master page, and then just apply that master page to the layout pages that need it. If you want to use a different set of page content on either side of a spread, you can do that too.
DOCUMENT CONSTRUCTION Page Layout palette with new master page 4. To display the new master page for editing, double-click the B-Master B icon. The master page displays in the main window. Note that because this is a facing-page master page, it includes two pages: The left page and the right page. Also, note the broken-link icons in the upper left. Blank facing-page master page 5. To add page numbers, draw two boxes on the lower left and right, as shown below.
DOCUMENT CONSTRUCTION Page number characters on either side of a facing-page master page 6. To indicate where the text should go, draw some guides and then draw two text boxes like those shown below. Master page with guides and text boxes 7. Now you must link the text boxes to the automatic text chain. With the Text Linking tool selected, click the broken-link icon at the top of the left page, then the text box on the left page. Then click on a blank part of the page.
DOCUMENT CONSTRUCTION 10. Click in the text box on page 1 with the Text Content tool 11. To add two new pages that use the new master page, choose Page > Insert. The . Insert Pages dialog box displays. Insert Pages dialog box You can also add pages by pressing Option/Alt and then dragging a master page to the desired location in the bottom part of the Page Layout dialog box. 12. Enter 4 in the page(s) field, click after page, and choose B-Body Spread from the Master Page drop-down menu.
DOCUMENT CONSTRUCTION 13. To add sections, choose Page > Section. The Section dialog box displays. Section dialog box If you specify a section name (optional), you may use that name to specify the pages that will be used for creating a table of contents in HTML5 Publications and iOS Apps. Refer to A Guide to Digital Publishing with QuarkXPress for more details. Applying master pages There are two ways to apply a master page to a layout page.
DOCUMENT CONSTRUCTION Master pages and layout families Master pages work a little bit differently with layout families than they do with layouts that are not part of a layout family. (For more information about layout families, see “Understanding layout families” in A Guide to App Studio.) • If you add, delete, or rename a master page in a layout family, the master page is added, deleted, or renamed in all of the layouts in that layout family.
DOCUMENT CONSTRUCTION Understanding layers A QuarkXPress layer is like a clear overlay that covers every page in a layout. You can put almost anything on a layer, including picture boxes, text boxes, lines, tables, interactive objects, and any other kind of QuarkXPress item. Layers can be useful in many different ways: • You can put all pictures on a one layer and all text on another layer, allowing you to work more easily with boxes should they overlap.
DOCUMENT CONSTRUCTION • Click the layer name in the Layers palette. • Select a single item on the page. That item’s layer automatically becomes the active layer. Only one layer can be active at a time (even if you select items on more than one layer at a time). However, you can select more than one layer at a time (for example, if you want to merge the layers).
DOCUMENT CONSTRUCTION Determining which layer an item is on There are two ways to determine which layer an item is on: • Look at the object’s bounding box and handles (you may need to choose View > Guides to see them). Each layer (except the Default layer) is assigned a unique color swatch in the Layers palette, and the bounding boxes and handles for objects on that layer are drawn in the layer’s color. • Look at the Layers palette.
DOCUMENT CONSTRUCTION To display the Attributes dialog box for a layer, double-click the layer’s name in the Layers palette, or select a layer name in the palette and then choose Edit Layer from the palette menu. You can control layer options in the Attributes dialog box. You can set the default values of the Visible, Locked, Suppress Output, and Keep Runaround check boxes for new layers in the Layers panes of the Preferences dialog box (QuarkXPress/Edit menu).
DOCUMENT CONSTRUCTION Placeholder for image of the Layers palette. This option is turned on by default. When it is on and one or more items are copied and pasted, then the elements will be pasted on the same layer from which they were copied. Layer matching is done by name, so if the item comes from a different document with different layer names, a new layer with that name will be created. If the preference is turned off, all items will be pasted on the layer that is currently active.
DOCUMENT CONSTRUCTION • To hide the text runaround forced by items on a hidden layer, double-click the hidden layer in the Layers palette to display the Attributes dialog box, and then uncheck Keep Runaround and click OK. • To change this default runaround setting for new layers, uncheck Keep Runaround in the Layers pane of the Preferences dialog box (QuarkXPress/Edit menu).
DOCUMENT CONSTRUCTION Locking items on layers To avoid inadvertently making changes to items on a layer, you can use the Layers palette to lock the entire layer. Layer locking is independent from item locking. Items locked using Item > Lock can still be selected and edited; items on a locked layer cannot be selected at all. If you lock an item on a layer using Item > Lock, and then lock and unlock the layer, the item retains the item lock even after the layer is unlocked.
DOCUMENT CONSTRUCTION The Print dialog box provides settings for controlling which layers will print. To change the default print setting for new layers, check Suppress Output in the Layers panes of the Preferences dialog box (QuarkXPress/Edit menu).
DOCUMENT CONSTRUCTION Specifying levels in a list You will also need to decide how the different levels in the paragraph style sheets will be defined before generating a list. You might want chapter headings to be at the first level and subjects within a chapter to be at the second level. For example, if you are writing a manual about an application, and a chapter in the manual is titled “File Menu,” you might want the chapter heading “File Menu” to be the first level on your list.
DOCUMENT CONSTRUCTION Importing lists from another document QuarkXPress lets you append lists from another document or from the Lists dialog box (Edit > Lists), or by using the Append command (File > Append). Navigating with lists To view a list, display the Lists palette (Window menu), select the list in the List Name drop-down menu, and then click Update. The selected list displays in the Lists palette. You can use the Lists palette to navigate in a layout.
DOCUMENT CONSTRUCTION Updating lists The Lists palette is not automatically updated as you work. When you make changes to text, you must update the list to be sure it is current. Clicking the Update button in the Lists palette scans the document for list items, and rebuilds a list in the Lists palette. To update a list that you have already flowed into a text box, select the box, click Update to make sure the list is up-to-date, and then click Build.
DOCUMENT CONSTRUCTION fourth. First level entries are the most general, and fourth level entries are the most specific. QuarkXPress lets you create four levels of index entries in a nested index and two levels of index entries in a run-in index. Creating a first-level index entry A first-level index entry is a primary topic sorted alphabetically in an index. Before you start adding words to the index, you need to decide whether you are creating a nested index or a run-in index.
DOCUMENT CONSTRUCTION Pressing Option/Alt changes the Add All button to Add All Reversed . Clicking the Add All Reversed button will add all occurrences of the selected text to the Entries list in reverse order. Creating a second-, third-, or fourth-level index entry In a nested index, second-level, third-level, and fourth-level entries are positioned under first-level entries in the new paragraph. In a run-in index, second-level entries follow first-level entries in the same paragraph. 1.
DOCUMENT CONSTRUCTION 2. Enter text for the entry in the Text field of the Index palette. 3. Use the Sort As and Level controls as you would to create any other index entry. 4. Choose Cross-Reference from the Scope drop-down menu. Choose the type of cross-reference you want from the drop-down menu: See, See also, or See herein. 5. Specify the index entry being cross-referenced by entering text in the field or clicking an existing entry in the list. 6. Click the Add button.
DOCUMENT CONSTRUCTION information in the Style or Scope drop-down menus. You can also change an entry’s level. 1. Select an entry or reference in the Entries list. (To see the references, expand an entry.) 2. Click the Edit button on the Index palette, double-click the entry, or select the entry and choose Edit from the context menu. While you are in edit mode, the Edit button 3. displays reversed. Make any changes to the selected entry or reference.
DOCUMENT CONSTRUCTION • Cross-Ref style specifies the style sheet to be used for a cross-reference. This style sheet is applied only to “See,” “See also,” and “See herein.” • Between Entries specifies the words or punctuation used between entry levels in a run-in index (usually a semicolon or period). A run-in index lists the entries and sub-entries of an index entry in a paragraph rather than with nested tabs.
DOCUMENT CONSTRUCTION 7. Click OK to close the Build Index dialog box and create the index. If you need to compare two versions of an index, uncheck Replace Existing Index in the Build Index dialog box (Utilities menu). Editing final indexes After you build an index, you need to look it over closely. Check that the index is thorough, the cross-references are appropriate, and the levels are logical. See if you like the punctuation and formatting.
DOCUMENT CONSTRUCTION Working with books Multiple-document publications can be challenging to manage. Page numbers need to be consecutive, colors and style sheets to be synchronized. Books help you meet this challenge. Books are QuarkXPress files that display as windows containing links to individual layouts from single or multiple projects, called chapters. Once chapters are added to a book, you can open, close, and track chapters through the Book palette.
DOCUMENT CONSTRUCTION on a common network server rather than a user’s computer that is also accessing the book. Legacy books are not supported in 10 and books in QuarkXPress 10 are not compatible with books from QuarkXPress 3 to 9. To recreate legacy books you must add existing chapters to a new book after saving them in the QuarkXPress 10 format. Working with chapters Books contain individual print layouts from QuarkXPress projects (called chapters).
DOCUMENT CONSTRUCTION Chapter status Once you have chapters in a book, you and other users can begin to open, close, and track chapters using the Book palette. The Status column in the Book palette shows the current state of each chapter: • Available indicates that you can open the chapter. • Open indicates that you already have the chapter open on your computer. • Modified indicates that the chapter has been opened and edited independently of the book.
DOCUMENT CONSTRUCTION Controlling page numbers If your chapters have sections (Page > Section) when you add them to a book, the sections and page numbers are maintained. For example, each chapter in a book might be a new section. If your chapters do not have sections, QuarkXPress assigns sequential page numbers to the chapters in a book. For example, if the first chapter in a book is 10 pages long, the second chapter starts on page 11. You can add and remove sections to change the page numbering of a book.
DOCUMENT CONSTRUCTION Synchronizing chapters To ensure that all the style sheets, colors, hyphenation and justification specifications, lists, and dashes and stripes used in book chapters are the same, you can synchronize these specifications to match those in a master chapter. By default, the first chapter in the book is the master chapter, but you can change the master chapter at any time.
DOCUMENT CONSTRUCTION • Specifications in other chapters that are not defined in the master chapter remain untouched. If you make changes that affect the specifications in a book, you will need to synchronize the chapters again. You can use synchronization to make global changes to any of the specifications in a book. For example, if you decide to change a spot color used throughout a book, change the color’s definition in the master chapter; then click the Synchronize Book button .
DOCUMENT CONSTRUCTION 2. To include the entire book, make sure no chapters are selected. To choose one chapter, click it. To select consecutive chapters, press Shift while you click them. To select nonconsecutive chapters, press Command/Ctrl while you click them. 3. Next to the Export as PDF button is the Single File check box • : Check the check box to generate a single PDF for all or selected chapters. You will be prompted to enter a file name for the PDF.
DOCUMENT CONSTRUCTION Lists for books In QuarkXPress, a list is a compilation of text that is styled with specific paragraph style sheets. For example, you can take all the text in your “Chapter Name” style sheet and all the text in your “Section Head” style sheet and compile a table of contents with two levels. Lists are not limited to tables of contents — for example, you can create a list of illustrations from the style sheets used on captions.
DOCUMENT CONSTRUCTION Creating libraries You can create a new library any time, as long as you have fewer than 25 files open. To create a new library: 1. Choose File > New > Library. When you create a new library, it stays open until you manually close it. When you launch QuarkXPress, any library palettes that were previously open are reopened automatically and placed in the default library positions. 2. Use the controls in the dialog box to specify a location for the new library file. 3.
DOCUMENT CONSTRUCTION Windows only: When copying, pasting, or deleting library items on Windows, use the Edit menu at the top of the Library palette. If you move a high-resolution picture after importing it into your document, you will need to update the path to the picture with the Usage command (Utilities menu) when you move the library entry onto a document. Working with labels QuarkXPress lets you manage your library entries by applying labels to them.
DOCUMENT CONSTRUCTION 1. Choose QuarkXPress/Edit > Preferences ; then click Save in the list on the left to display the Save pane. 2. Check Auto Library Save. 3. Click OK. Guides Palette The Guides palette (Window > Guides) provides precision controls for creating and editing on-screen guides. You can specify a location for a guide, whether it’s horizontal or vertical, whether it applies to a page or entire spread, a display color, and a view scale at which the guide displays.
DOCUMENT CONSTRUCTION following options: Cut Guide, Copy Guide, Paste Guide, Delete Guide and Select All Guides. For information about the options in the palette menu, see “Guides palette menu.” Regardless of whether guides are showing on-screen, you can work with them in the Guides palette (Window menu) as follows: • To view a page or spread’s guides, click the arrow next to that page or spread in the Guide column. • To view guides on all the pages or spreads, Option/Alt+click an arrow next to a spread.
DOCUMENT CONSTRUCTION • Show/Hide Page Guides: Shows or hides guides on the active page. • Show/Hide Spread Guides: Shows or hides guides on the active spread. • Guides in Front: Toggles guides and page grids between being in front of page content and being behind page content. • Snap to Guides: Turns the snap-to-guides feature on or off. • Snap Distance: Lets you control the snap distance for the Snap to Guides feature.
DOCUMENT CONSTRUCTION The Create Guides From Box options for creating guides around the rectangular boundaries of a box of any shape. Creating grids with the Guides palette The Guides palette provides a quick method for creating a grid of evenly spaced guides on pages and spreads.
DOCUMENT CONSTRUCTION The Guides palette makes it easy to create a grid like this one To create a grid on the active page or spread: 1. Choose Create Grid from the Guides palette menu. Create Grid controls 2. In the Gridlines area, check Horizontal and/or Vertical. 3. If you want the guides to start at a specific location, for example within the margins, check the Start and/or End fields and then enter the distance from the page edges to start and end the guides. 4.
DOCUMENT CONSTRUCTION The Create Rows and Columns dialog box 2. Enter the number of horizontal rows in the Rows field. If you want space between the rows, enter a value in the Gutter field. 3. Enter the number of vertical columns in the Columns field. If you want space between the columns, enter a value in the Gutter field. 4. To create guides inside the master guides, click Margins. Otherwise, leave Page Boundary selected. 5.
DOCUMENT CONSTRUCTION Here, red bleed guides are placed 9 pts outside the page while green safety guides are placed 9 pts inside the page. To create bleed and/or safety guides on the active page: 1. Choose Create Bleed and Safety Guides from the Guides palette menu. 2. For bleed guides, check Bleed, enter a value in the Gutter field to specify how far outside the page to place the guides, and then choose an option from the Color menu. 3.
DOCUMENT CONSTRUCTION You can add bleed and safety guides to master pages and layout pages. 6. Click Preview to see the guides on-screen, and then click OK. Scale functionality Scale functionality lets you quickly scale QuarkXPress layouts, items, groups, and contents similar to the way drawing programs scale objects. Through the Scale Settings dialog box, you can specify what gets scaled — text, frames, offsets, line weights, and more.
DOCUMENT CONSTRUCTION • The Original and Scaled dimensions of the bounding box of the item or group are displayed (in current units of measurement). These values are updated whenever you change a value in the Width or Height fields. • To change scaling settings, click the Settings button in the Scale dialog box or choose Scale Settings from the Scale palette menu. The Adaptive Scaling dialog box displays. Each check box controls whether a particular item or attribute is scaled or not.
DOCUMENT CONSTRUCTION To use Cloner, first select the items you want to clone, or deselect all items if you want to clone pages. Next, choose Utilities > Cloner to display the Cloner dialog box. Cloner dialog box The Clone Source area lets you choose what you want to clone. Click Selection to clone the selected items, or Pages to clone a range of pages (specified in terms of absolute position). The Clone Destination area lets you choose where the cloned content goes.
DOCUMENT CONSTRUCTION • Keep contiguous: Keeps all of the page copies in a single layout in the destination layout, even if they originate from different sections. • Multiple sections: If the indicated page range includes section breaks, the section breaks are preserved in the copies. If you are cloning into a new project or splitting into projects, check Copy style sheets to include all of the style sheets from the source layout in the new project or projects.
DOCUMENT CONSTRUCTION ImageGrid dialog box To manually specify the size of the boxes that make up the grid, enter values in the Box Size fields and then click Fixed size. (Box size values are ignored if you click Autosize to.) Indicate the gap you want between images in the Gap field. To specify how many rows and columns should be included in the grid and allow the application to size the boxes to fit automatically, click Autosize to and enter values in the rows and columns fields.
DOCUMENT CONSTRUCTION • Fit proportionally to box: Fits the picture to the box proportionally. • Stretch to box: Fits the picture to the box non-proportionally. Check Process subfolders to include pictures in subfolders of the target folder. To choose the target folder and start the process, click Process Folder. To start the process with the currently selected target folder, click OK. Linkster functionality With Linkster functionality, you can link and unlink text boxes without causing reflow.
DOCUMENT CONSTRUCTION • Option 4 creates two stories: one for the boxes before the selected box and the selected box, and one for the boxes after the selected box. To link text boxes, click Link. If Pages is selected, this option links only those boxes that have been unlinked by Linkster. If Selection is selected, Linkster tries to link the selected boxes in the order you selected them. Click Keep text in same boxes to attempt to keep the text in the same boxes after linking.
OUTPUT Output Whether you want to print proof copies for review on a laser printer, or you need final film or plate output on a high-resolution imagesetter or platesetter, QuarkXPress will help you get satisfying results every time. QuarkXPress 9 ( and later versions), no longer support host-based separations, but you can continue to output using In-RIP separations or Composite output.
OUTPUT • Windows only: Clicking the Properties button opens a dialog box with controls specific to the selected printer driver. For more information about the options in this dialog box or how to install printers, consult the documentation provided with Microsoft Windows software. 3. Specify output options in one of the following ways: • To use an existing print output style, choose an option from the Print Style drop-down menu.
OUTPUT (Windows only) The area at the upper right of the Print dialog box is the page preview area. You can use this image to preview how the pages will appear on the output device. (Mac OS X only) The Print dialog has been enhanced to show the actual preview Print dialog box The panes in the Print dialog box are described in the topics below.
OUTPUT Pages pane Use the Pages pane to specify page orientation, tiling, page flipping, and related options: • To specify whether to print in portrait or landscape mode, click an Orientation radio button (Portrait or Landscape). • To include blank pages in the output, check Include Blank Pages. • To print the multiple pages of the layout in thumbnail view (reduced size), check Thumbnails. • To flip the output vertically or horizontally, choose an option from the Page Flip drop-down menu.
OUTPUT Fonts pane Use the Fonts pane to specify which fonts are included in output. Note that many of the options in this pane are available only when printing to a PostScript output device. • To read the list of downloaded fonts from the printer’s PPD file, check Use PPD Font Settings. Fonts listed in the PPD file are not downloaded. Checking this box disables many of the other controls in this tab.
OUTPUT length of the crop marks. Values in the Offset field specify the distance of the crop marks from the page edge. • To include marks indicating bleed location, select the Include Bleed Marks option. Layers pane Use the Layers pane to specify which layers to output and which layers to suppress. Print and PDF Outputdialog box only: To apply the settings in the Layers pane to the layout, check Apply to Layout.
OUTPUT minimizing image degradation. Check Upsample Rotations if you want to manually set the upsampled resolution for rotated or skewed items and images that are involved in a transparency relationship. If you’re using low-resolution values, and a rotated or skewed item appears blocky or degraded, check this box and then enter a value in the To field. The To field value should be at least equal to the highest resolution value among the Vector Images, Gradients, and Drop Shadows fields.
OUTPUT rather, it represents the shape and orientation of the pages in relation to the target media. On Mac OS X, the page preview area has been enhanced. The page preview area will display the actual items on the layout pages or the specified pages; it represents the actual page. • The blue rectangle represents the layout page. • The green rectangle represents the imageable area for the selected media.
OUTPUT setups listed in the Default Output Setups dialog box (Edit > Output Setups). 4. Choose an option from the Halftones drop-down menu: • To use the halftone settings you specify, choose Conventional. • To use the halftone settings built into the RIP, choose Printer. Choosing this option disables the halftone controls in this pane. 5.
OUTPUT • • Composite CMYK Composite CMYK and Spot (prints with composite PostScript, for a device that supports In-RIP separations) • As Is (describes color items using their source color space, for output to a PostScript composite color device) The Setup drop-down menu also contains all output styles listed in the Default Output Styles dialog box (Edit > Output Styles). 4. Choose Conventional or Printer from the Halftones drop-down menu.
OUTPUT 4. To modify output settings, click Options. Use the panes in the resulting dialog box to control the format of the exported file. • To use an EPS output style, choose an option from the EPS Style drop-down menu. To create an EPS output style using the current settings, choose New EPS Output Style.
OUTPUT • To use a PDF output style, choose an option from the PDF Style drop-down menu. To create a PDF output style using the current settings, choose New PDF Output Style. • To use PDF/X verification, choose an option from the Verification dropdown menu. Available options include PDF/X-1a, PDF/X-3 and PDF/X-4.
OUTPUT the Vector Images drop-down menu and choose or enter a dpi value. This control applies only when flattening is turned on. To specify a resolution for vector objects (regardless of whether flattening is turned on), click the Vector Images drop-down menu and choose or enter a dpi value. To specify a resolution for rasterizing drop shadows (regardless of whether flattening is turned on), click the Drop Shadows drop-down menu and choose or enter a dpi value.
OUTPUT 1. Choose File > Export as > Image. The Export Pages as Images dialog box displays. 2. Choose the layout to be exported from the File Name drop-down menu. 3. To modify output settings, click Options. Use the panes in the resulting dialog box to control the format of the exported image • Enter a value in the Resolution field. • Choose the image format (PNG or JPEG) from the Format drop-down menu. • Choose a compression value from the Compression drop-down menu.
OUTPUT • Mac OS X only: The Screen Fonts option copies any screen fonts required for displaying the document. If you have more than one layout selected, then all screen fonts used in all seelcted layouts will be collected. • Mac OS X only: The Printer Fonts option copies any printer fonts required for printing the document. If you have more than one layout selected, then all printer fonts used in all selected layouts will be collected.
OUTPUT Use the Output Styles dialog box to create, import, export, edit, and remove output styles. 2. Choose an option from the New drop-down menu. 3. Enter a name for your style in the Name field. 4. Specify settings in the panes. For information about EPS options, see “Exporting a layout in EPS format.” For information about PDF options, see “Exporting a layout in PDF format.” 5. Click OK. 6. Click Save. App Studio output styles To specify the settings for App Studio output styles.
OUTPUT The Output Styles dialog. 1. To edit an App Studio output style, choose the output style and click Edit. To add a new output style, select App Studio from the New drop-down menu. The Edit App Studio Output Style dialog displays. Edit App Studio Output Style dialog 2. Enter a name for your style in the App Studio Output Style field. • The Pictures pane lets you set default resolution for images exported for App. Choose resolution multiple (2x/3x) for Retina/HiDPI devices.
OUTPUT • The Pages pane lets you enable/disable converting QuarkXPress Layout Sections to Page Stacks in the App. Enable/disable “Continuous Page Stacks” to create a single continuous page of all pages in a section . • The Table of Contents pane lets you select a named section from the list, all the pages in that section will be exported as TOC Pages. You may also choose to Include Pages in Publication, otherwise these pages will not be added to content pages. Specify a title for the TOC. 3. Click OK.
OUTPUT Edit HTML5 Publication Style dialog 2. Enter a name for your style in the HTML5 Publication Style field. • The Pictures pane lets you specify the resolution of pictures in the HTML5 Publication file • The Fonts pane lets you set the option to collect fonts. • The General pane lets lets you set the options for page stacks and to set the orientation lock. • The Table of Contents pane lets you set options for the table of contents in the HTML5 Publication file..
OUTPUT Understanding flattening and production issues Flattening is the process of simulating transparency by altering page elements to produce the intended design. Flattening occurs only in the output stream — as items are fed to the print engine, or exported to PDF — so your QuarkXPress layouts are never actually modified. In QuarkXPress, flattening works as follows.
OUTPUT 2. Choose PDF (*PDF) from the Files of type drop-down menu. Select the PDF file you wish to import. 3. Check Preview to see a preview of the PDF to be imported. 4. In the PDF Import section: In PDF Page enter the page number of the PDF file that you want to import. In Bounding Box to Use: Choose one of the following from the drop-down menu: • MediaBox: Uses the size of the page, not including space for bleeds or registration marks.
OUTPUT 6. Click Open. To preview a different page of a PDF file in the Import Picture dialog box, check the Preview check box, and then enter the page number in the PDF Page field. To find out which page of a PDF file was imported into a layout, display the Pictures pane of the Usage dialog box (Utilities menu), and then check More Information.
COLLABORATION AND SINGLE-SOURCING Collaboration and single-sourcing You can use the synchronization feature to easily package the same information for distribution in multiple formats and through multiple channels. In addition to customizing designs according to medium — print and digital — you can also create projects that contain multiple layout sizes. Best of all, you can streamline your work by automatically synchronizing your content between layouts of any type.
COLLABORATION AND SINGLE-SOURCING The shared content library contains text, pictures, lines, Composition Zones, and items that can be used in different layouts within a project. When you change any instance of a shared content library item in a layout, all instances in all layouts are automatically updated because they are all linked to the master version in the shared content library. Items in the shared content library are displayed in the Content palette.
COLLABORATION AND SINGLE-SOURCING 3. Click Add Item in the Content palette. If one item is selected, the Shared Item Properties dialog box displays. If multiple objects are selected, the Share Multiple Items dialog box displays. Use the Shared Item Properties dialog box to share and synchronize individual items. If Automatically show selected items in the layout is checked, you can navigate to an item by clicking its name in the list. Only the attributes of shared lines can be synchronized. 4.
COLLABORATION AND SINGLE-SOURCING The Content palette provides access to the items and content in the shared content library.When you share the content in a text box, the complete text will be shared, it is not possible to share a fraction of text. If you need to share only part of the text, then you should be using a content variable. Content Variables allow you to achieve that using a custom variable.
COLLABORATION AND SINGLE-SOURCING Placing a synchronized item To place a synchronized item or group: 1. Select the target entry in the Content palette. 2. Drag the Content palette entry onto the page. Placing synchronized content To place synchronized content: 1. Select a text box, text path, or picture box. 2. Select the text or picture content entry in the Content palette and click Insert. Note how the item’s resizing handles change to synchronization symbols.
COLLABORATION AND SINGLE-SOURCING file in the proper folder, and the layout is updated automatically to show the ad. And because the Composition Zones item works just like a QuarkXPress layout, the layout artist can open the file to make changes. Meanwhile, the layout artist can designate another Composition Zones item for an article on the same page as the ad. The layout artist draws three boxes: One for the headline, one for the body of the article, and one for a picture.
COLLABORATION AND SINGLE-SOURCING The scenario above shows the primary uses for Composition Zones, but the feature can accommodate other collaborative workflow issues as well. For example, Composition Zones can be restricted to the project where they are defined, which you might want to do for a number of reasons. Perhaps the layout artist wants to use an ad in more than one place in the project, and the ad might include multiple text and picture boxes.
COLLABORATION AND SINGLE-SOURCING When you add content to a composition layout, it automatically updates any corresponding Composition Zones items. The updates display in the Composition Zones items according to the preferences that are set for the layouts that contain the Composition Zones items (immediately, at print time, or when opening the project). • Original Composition Zones item: The initial layout or user-defined area from which a Composition Zones item was created.
COLLABORATION AND SINGLE-SOURCING 3. To finish creating the Composition Zones item, choose Item > Share, or display the Content palette (Window menu) and click Add Item. Either way, the Shared Item Properties dialog box displays. Use the Shared Item Properties dialog box to name your composition layout and designate availability. 4. Enter a name for the composition layout in the Name field. 5. Choose This Project Only from the Availability drop-down menu. 6.
COLLABORATION AND SINGLE-SOURCING 6. Click OK. The composition layout displays in the Content palette. A composition layout may contain multiple pages. You can use the Page menu or the Page Layout palette to add, delete, or move pages. Creating a Composition Zones item with the Composition Zones tool To manually define a Composition Zones item: 1. Select the Composition Zones tool in the Tools palette. 2. Drag to draw the Composition Zones item. 3.
COLLABORATION AND SINGLE-SOURCING The Content palette lists composition layouts as well as other shared content. 2. Select the composition layout you want to place. 3. Drag the composition layout from the Content palette to the layout. Managing multiple pages in a placed Composition Zones item A composition layout may contain multiple pages. However, a Composition Zones item based on that composition layout can show only one page at a time. To indicate which page to show in a Composition Zones item: 1.
COLLABORATION AND SINGLE-SOURCING Converting a Composition Zones item to a picture To create an external picture file from a Composition Zones item, choose Item > Composition Zones > Convert to Picture. This creates a picture appropriate for the layout type within which the Compositions Zones was created. Before you convert a Composition Zones item to a picture, the Composition Zones item displays in the Composition Zones pane of the Usage dialog box (Utilities menu).
COLLABORATION AND SINGLE-SOURCING For a composition layout created from an entire layout, check Show Tab in Project Window in the Advanced Layout Properties dialog box so you can access the layout easily. Otherwise, you have to select the composition layout in the Content palette, click Edit, and then check Show Tab in Project Window.
COLLABORATION AND SINGLE-SOURCING Notes The Notes feature lets you store comments in a project without affecting the actual content of the project. You can use notes to add reminders, comments on the content, or URLs to a project. An open note looks like adhesive or “sticky” notes you might stick to hard copy. When used with Quark Publishing Platform, the Notes feature uses settings defined in Quark Publishing Platform. For more information, see A Guide to Quark Publishing Platform.
NOTES Working with notes You can use the commands in the Item > Notes submenu to navigate through notes, to create and delete individual notes, and to open and close all notes in a project. Opening and closing notes To open and close notes as you review comments: • To open an existing note, click the Note icon and then choose Item > Notes > Open Note. • To open all notes in the project, choose Item > Notes > Open All Notes.
NOTES To view notes by name or color, choose Item > Note > Open All Notes in New Document, then choose an option from the By Name submenu or the By Color submenu. The notes display as text in a new project. Moving and resizing notes To move a note window, drag its title bar. You can move note windows anywhere within a project. In Windows, if a note has been moved, you can return it to its original location by clicking the note’s button.
NOTES Redline In a document review environment, reviewers such as managing editors and copy editors make changes to projects. The Redline feature provides a way to track these changes so writers, editors, project managers, and other users can see what is happening to a project and confirm that changes are appropriate. Using the Redline feature, you can view the insertions and deletions made in a project and decide whether to accept or reject the changes.
REDLINE Viewing tracked changes To display all tracked changes, do one of the following: • Make sure Utilities > Redline > Highlighting is checked. • Display the Redline toolbar (Utilities > Redline > Show ToolBar) and then click the Highlighting button . You can navigate through the changes made to the component using the navigation buttons (Previous and Next ) on the Redline toolbar. To control what kind of changes are displayed, click View Highlighting Options in the Redline toolbar.
REDLINE • Accept All Changes: Accepts all changes made by all reviewers. Rejecting an insertion removes the text from the component, while rejecting a deletion removes the highlighting and keeps the text in the component as normal text. To reject a change, select the target text and then choose an option from the Reject drop-down menu (Redline toolbar): • Reject Change: Rejects the selected change. • Reject All Displayed Changes: Rejects all the changes highlighted in the component.
REDLINE Job Jackets The Job Jackets feature takes a revolutionary step beyond preflighting: It helps to ensure that a print job adheres to its specifications from the moment it is created, and that it continues to adhere to those specifications all the way through until it rolls off the press.
JOB JACKETS Large and complex print jobs provide even more opportunities for error, and the cost of such errors becomes much greater. Job Jackets prevent unprintable or incorrectly constructed jobs from being constructed in the first place. What are Job Jackets? Technically speaking, Job Jackets are XML structures that include specifications and rules for creating and inspecting QuarkXPress layouts.
JOB JACKETS • Contacts: Contact information for job definers and others associated with the job. Adding contacts can make it easier to track down the appropriate person if something goes wrong with the job. Job Tickets The Resources in Job Jackets are organized into one or more Job Tickets. Each Job Ticket contains a set of particular Resources that can be applied to a QuarkXPress project. Within a Job Ticket, Resources are grouped as follows: 1.
JOB JACKETS Resources are defined and stored in a Job Jackets structure. A Job Ticket contains a set of project settings for a particular type of project and layout definitions for zero or more layouts. Note that Resource definitions do not “live” in Job Tickets; Job Tickets refer or “point” to Resource definitions, which live in the Job Jackets structure. Job Tickets and Job Ticket templates There are three kinds of Job Tickets: • A Job Ticket template is a definition for a “master” Job Ticket.
JOB JACKETS A Job Jackets file can contain Job Ticket templates (containing definitions for Job Tickets), active Job Tickets (which are associated with a particular project), and deferred Job Tickets (which have been associated with a project, but are no longer associated with that project). Each Job Ticket template can be used to generate Job Tickets for one or more projects. Each Job Ticket can apply to only one project.
JOB JACKETS A Job Jackets structure can exist as an XML file in the file system, or can be embedded in the project file. By default, non-embedded Job Jackets files are stored in the location specified in the Job Jackets pane of the Preferences dialog box (QuarkXPress/Edit menu). However, you can store Job Jackets files wherever you like.
JOB JACKETS 1. An output specialist and a job definer work together to define the output specifications and rules that are appropriate for a print job (or for a set of related print jobs), including things like page size, page count, list of colors, trapping settings, style sheets, line thicknesses, and valid color spaces for imported pictures. 2. The job definer uses these specifications and rules to create a Job Ticket template in a Job Jackets file.
JOB JACKETS associated with any open projects. The active project (if any) is shown in bold with an asterisk. The Job Jackets Manager dialog box has two modes: • (Windows only) Basic mode is for layout artists and job definers who don’t need to use the advanced JDF capabilities of Job Jackets. Basic mode offers all the controls necessary to create, manage, and share Job Jackets.
JOB JACKETS • If you are in charge of a design group and you’d like to make sure that every layout artist working on a particular project (such as a promotional campaign) uses the exact same Resources, you might want to create a Job Jackets file and Job Ticket template containing those Resources, and have all of the layout artists share that Job Jackets file.
JOB JACKETS The New Job Jackets dialog box lets you add Resources to a new Job Jackets file. 8. Use the Tickets tab to add Job Ticket templates to the Job Jackets file. For more information, see “Creating a Job Ticket template: Basic mode.” 9. Use the Style Settings tab to add Resources to the Job Jackets file. You can append project-level Resources from a variety of sources using the Append From option: • To append Resources from the application defaults, click Application.
JOB JACKETS 12. Click OK. Creating a Job Jackets file: Advanced mode To create a Job Jackets file using advanced mode: 1. Open the Job Jackets Manager dialog box (Utilities menu). 2. If only one list displays in the dialog box, click Advanced Settings to show the advanced pane. 3. Click the New Job Jackets button 4. Enter a name for the Job Jackets file, navigate to the target directory, and click . The New Job Jackets dialog box displays. Save.
JOB JACKETS Working with Job Tickets A Job Ticket is a set of Resources (specifications and rules) that can be applied to one or more QuarkXPress projects. Each Job Ticket has a name and is stored in a particular Job Jackets structure. A Job Ticket contains both project-level Resources (such as colors, style sheets, and color management settings) and layout-level Resources (such as Layout Specifications and layout definitions).
JOB JACKETS You can create Job Ticket templates in the basic pane of the Job Jackets Manager dialog box (Utilities menu). 2. Select the Job Jackets structure that will contain the Job Ticket template. 3. Click the New Ticket Template button . The New Job Ticket dialog box displays. You can assign Resources to a new Job Ticket template in the New Job Ticket dialog box. 4. Configure the new Job Ticket template as described in “Working with Resources in a Job Ticket: Basic mode.
JOB JACKETS Working with Resources in a Job Ticket: Basic mode (Windows only) This topic describes how to add and remove Resources in a Job Ticket or Job Ticket template using the New Job Ticket or Edit Job Ticket dialog box. These two dialog boxes are basically the same, except that the Edit Job Ticket dialog box looks slightly different for Job Tickets than it does for Job Ticket templates.
JOB JACKETS 2. The presence of a layout definition means that QuarkXPress will automatically create a layout when this Job Ticket is applied to a project. When creating a layout definition, you can specify a Layout Specification (with information such as page size and page count), a Medium Type (Print, Digital), Rule Sets, and Output Specifications. To add a layout definition to the Job Ticket, click the Layout Settings tab, then click the button; a layout definition is added to the list.
JOB JACKETS • You can use this procedure if you want to create a Job Ticket template using the Resources in an existing project. For example, if you have last year’s copy of a brochure project, and you’d like to put all of the brochure project’s style sheets, colors, and so forth into a new Job Ticket template, or into an existing project’s active Job Ticket, you can do so with this procedure. • You can use this procedure to copy Resources from one Job Ticket to another.
JOB JACKETS name that will be applied to the actual layout when you create a project. To rename a layout definition, double-click its name and then enter the new name.) 5. Click the expander button next to the layout definition name to display the fields of the layout definition. 6. Specify or enter a value for any fields you want to use. 7. Click Save. For information on using layout definitions, see “Applying a layout definition to a project.
JOB JACKETS Use the New Project from Ticket dialog box to select a Job Ticket template for a new project. 2. If the Job Jackets structure you want is not displayed, click Browse, navigate to the Job Jackets file, and then click Open. 3. Select the target Job Ticket template in the list. (Note that you can also select a deferred Job Ticket.) 4.
JOB JACKETS layout artist has an active Job Ticket, and thus synchronize some or all of the Resources that the two of you are using. To apply a Job Ticket to an existing project: 1. Create or open the project. 2. Choose File > Job Jackets > Link Project. The Link Project dialog box displays. 3. If the Job Jackets file you want is not displayed, click Browse, navigate to the file, and then click Open. 4. Select the target Job Ticket template in the list. 5.
JOB JACKETS Applying a layout definition to a project A layout definition provides a group of settings that combine to describe a layout. These settings can include a medium type (Print, Digital), Rule Sets, Output Setups, and a color management Source Setup. A layout definition also can include a Layout Specification, which includes information such as page size and page count (note that Layout Specifications must be created at the Job Jackets level).
JOB JACKETS The default Job Jackets file When QuarkXPress is installed, a default Job Jackets file (containing a default Job Ticket template) named “DefaultJacket.xml” is installed as well in the location specified in the Job Jackets pane of the Preferences dialog box (QuarkXPress/Edit menu). When you create a project by choosing File > New > Project, the following things happen: • QuarkXPress makes a copy of this default Job Jackets file (named “Default Job Jackets”) and embeds it in the new project.
JOB JACKETS 5. Use the controls in the Edit Job Ticket dialog box to configure the default Job Ticket template. 6. Click OK. The next project you create using File > New > Project will use the modified default Job Ticket template. Editing the default Job Jackets file You can use the default Job Jackets file to control the Resources that are used in new QuarkXPress projects. To edit the default Job Jackets file: 1. Open the Job Jackets Manager dialog box (Utilities menu). 2.
JOB JACKETS 5. To work with Resources that are specific to a Job Ticket, expand the Job Jackets structure; create , duplicate , or import a Job Ticket; and then make sure the target Job Ticket is selected in the list on the left. Note that dimmed Resource categories represent Resources that must be specified at the Job Jackets level. 6. Select a Resource type in the top-right list. Existing Resources of the selected type are listed in the bottom-right list.
JOB JACKETS 2. If a Resource has an expander icon, click that icon to expand the Resource, and then configure the fields that are revealed. Some Resource fields include dropdown menus, while others allow you to enter values manually. 3. If a Resource has a button, click that button to create additional instances of the Resource. For example, when creating a Layout Specification, you can click this button on the Spot Color Resource to create additional spot colors.
JOB JACKETS Use the Job Jackets Manager dialog box (Utilities menu) to specify where Resources are stored. Working with Layout Specifications A Layout Specification lets you define layout-specific information such as page size, page count, margins, spread information, bleed information, binding information, and so forth. The standard procedure for working with Layout Specifications is: 1. Create a Layout Specification (see “Creating a Layout Specification: Advanced mode“).
JOB JACKETS You can use the Job Jackets Manager dialog box (Utilities menu) to create Layout Specifications. Applying a Layout Specification to a layout You can associate a Layout Specification with a layout in two ways: by creating the layout from a Job Ticket template, or by applying the Layout Specification to an existing layout’s active Job Ticket. A job definer will typically add a Layout Specification to a layout definition in a Job Jackets file before the actual project and layout are created.
JOB JACKETS A layout artist can apply a Layout Specification to a layout’s active Job Ticket after the project and layout are created using the Edit Job Ticket dialog box (File > Job Jackets > Modify Job Ticket). To add a Layout Specification to an active Job Ticket, click the Layout Settings tab, select the layout in the layout list, and choose an option from the Layout Specs drop-down menu.
JOB JACKETS 3. Use the Rule Set to evaluate the layout (see “Evaluating a layout“). This is typically done by a layout artist. The following topics describe each of the above procedures in detail. Creating Rules: Advanced mode To construct a Rule, first navigate to the Rule Resources in the Job Jackets Manager dialog box, as described in “Working with Resources: Advanced mode.” Then use the Rule wizard, as follows: 1. Click the New button .
JOB JACKETS Use the second dialog box in the Rule wizard to configure a rule. If a condition has a button, you can click this button to add additional clauses to the condition. Clauses are combined with a logical OR operator. For example, to specify that the indicated item should have a color that is either a CMYK color or a spot color, configure the first line to check for CMYK, then add a second line, and configure it to check for Spot Ink. 6.
JOB JACKETS Adding Rules to a Rule Set: Advanced mode Rules must be put into Rule Sets, which are named collections of Rules. A job definer can include one or more Rule Sets in a layout definition in a Job Ticket template. A layout artist working in a layout that is based on that layout definition can then evaluate the layout using the Rules in those Rule Sets (see “Evaluating a layout“). To add a Rule to a Rule Set: 1. Open the Job Jackets Manager dialog box (Utilities menu). 2.
JOB JACKETS Applying a Rule Set to a layout Once a Rule Set has been associated with a layout’s Job Ticket template instance, the layout artist can evaluate the layout against that Rule Set (see “Evaluating a layout“). You can associate a Rule Set with a layout in two ways. A job definer will typically add a Rule Set to a layout definition in a Job Jackets file before the actual project and layout are created.
JOB JACKETS A layout artist can use the Edit Job Ticket dialog box (File > Job Jackets > Modify Job Ticket) to assign a Rule Set to a layout in the active project. Evaluating a layout Rule Sets, Layout Specifications, and Output Specifications provide tests that can be evaluated to determine whether a layout adheres to the specifications created by the job definer. The Evaluate Layout command lets you execute those tests and determine whether (and where) any violations occur.
JOB JACKETS Use the Layout Evaluation dialog box to evaluate the active layout against Rule Sets, Layout Specifications, and Output Specifications. 2. To edit the selected Rule, click its name and then click the Edit Rule button. Any changes to the Rule are written back to the Job Jackets file and apply to any other projects that use this Job Ticket. 3. To indicate that a Rule should be checked, check the box next to that Rule.
JOB JACKETS The Layout Evaluation dialog box shows which Rules are passed and which Rules are violated. 6. To scroll the layout to the locations where Rules are violated, click the Show Case buttons. This makes it easy to fix Rule violations. You can configure QuarkXPress to automatically evaluate each layout when the project is opened, when the project is saved, when the project is closed, and when the layout is sent to output. For more information, see “Job Jackets preferences.
JOB JACKETS When a Job Jackets file is locked: • You cannot create a project from a Job Ticket template in that Job Jackets file. • You cannot link a project to the Job Jackets file. • You cannot display the Edit Job Ticket dialog box (File > Job Jackets > Modify Job Ticket) for a project that shares the Job Jackets file. • You can display the Job Jackets Manager dialog box (Utilities menu), but you cannot edit the locked Job Jackets file or any of its Job Tickets.
JOB JACKETS Use the JDF pane of the Print dialog box to specify that Job Jackets information be included at output in the form of a JDF-compliant XML file.
WORKING WITH MULTIPLE LANGUAGES Working with multiple languages QuarkXPress is available in several language configurations. If your language configuration supports it, you can: • Open and edit projects that use any supported character language. Character language is an attribute that you can apply to text to indicate which hyphenation and spell checking rules should be used with that text.
WORKING WITH MULTIPLE LANGUAGES Changing the program language To specify the program language: • (Windows only) Choose an option from the Edit > Program Language submenu. • (Mac OS X only) The program language is determined by your OS language at the time of install. You can change the UI language by changing the display language of OS X in System Preferences and restarting QuarkXPress. Your menus, dialog boxes, and palettes change to the chosen language.
WORKING WITH MULTIPLE LANGUAGES XTensions software You can use XTensions modules to add features such as palettes, commands, tools, and menus that augment just about every activity you undertake. Working with XTensions modules Many XTensions come in two parts: One file for the functionality of the XTensions module, and another file for its user interface. The name of the user interface module typically ends in “UI.” XTensions modules that do not have any user interface do not have to have a UI file.
XTENSIONS SOFTWARE Windows To install XTensions modules on Windows, place them in the XTensions folder within your application folder. Newly installed XTensions modules will load the next time you launch. Enabling and disabling XTensions modules You might want to disable XTensions modules if you are short on memory or for troubleshooting purposes. To enable or disable an XTensions module, first choose Utilities > XTensions Manager to display the XTensions Manager dialog box.
XTENSIONS SOFTWARE To use Script XTensions software, simply choose a script from the Scripts menu, and the script runs. The provided default scripts are organized into submenus. Please note that although these scripts are designed to operate in as many workflows as possible, specific settings in your workflow might prevent them from operating correctly. Therefore, we recommend that you save your layouts before running any scripts that affect them Script XTensions software is for macOS only.
XTENSIONS SOFTWARE Images submenu This topic describes the AppleScript scripts available through the Images submenu of the Scripts • menu when Script XTensions software is installed. Use Contents to PICT File to save the PICT preview of the selected picture to a file. • Use Copy to Folder to save a copy of the picture in the selected picture box to a specified folder. • Use Fldr to Select PBoxes to import picture files from a specified folder into selected picture boxes.
XTENSIONS SOFTWARE • Use Open QuarkXPress Folders to open specified folders within the QuarkXPress folder. Stories submenu This topic describes the AppleScript scripts available through the Stories submenu of the Scripts • menu when Script XTensions software is installed. Use Link Selected Text Boxes to link selected text boxes. The text chain order is based on the stacking order of the text boxes.
XTENSIONS SOFTWARE Preferences Preferences let you control the default behavior of QuarkXPress. Understanding preferences The Preferences command (QuarkXPress/Edit > Preferences) displays the Preferences dialog box. The Preferences dialog box contains several panes that enable you to specify default settings for the various functions of the application. To view a pane, click its name in the list on the left.
PREFERENCES Preferences feature is that the project will be based on the same kerning table information, tracking table information, and hyphenation exceptions as your other projects. • If you click Keep Project Settings, the project will retain the preferences previously specified for each layout. Text will not reflow. Automatic kerning, tracking, or hyphenation exception changes made while the project is active will be stored only with the project.
PREFERENCES • Hyphenation exceptions (Utilities > Hyphenation Exceptions) Any changes you make to the settings in Group A while no projects are open are stored in the preferences files and are used for all subsequently created projects. Any changes you make to the settings in Group A while no articles are open are stored in the preferences files and are used for all subsequently created articles.
PREFERENCES • Settings in the XTensions Manager dialog box. • Settings in the PPD Manager dialog box (Utilities menu) • Settings in the Application panes of the Preferences dialog box (QuarkXPress/Edit > Preferences) Any changes you make to the settings in Group C are always stored in the preferences, whether or not a project is open. Any changes you make to the settings in Group C are always stored in the preferences, whether or not an article is open.
PREFERENCES Preferences — Application — Color Theme Mac OS X only. Use the Color Theme pane of the Preferences dialog box (QuarkXPress/Edit menu) to specify a color theme for QuarkXPress. Use the Color Theme drop-down menu to choose from the existing color themes or click on the icon to duplicate an existing color theme. Use the Color control to specify a color for each of the categories. Color Theme pane of the Preferences dialog box Preferences — Application — Key Shortcuts Mac OS X only.
PREFERENCES Preferences — Application — Input Settings Use the Input Settings pane of the Preferences dialog box (QuarkXPress/Edit menu) to customize scrolling and other “on-the-fly” actions. • Use the Scrolling area to specify how quickly you can scroll through layouts and how layouts update on screen. (Windows only) Check Live Scroll to update the layout view as you drag the scroll boxes in layout window scroll bars.
PREFERENCES ranges in the Pages field using hyphens. To edit the separators, enter new characters in the Sequential and Nonsequential fields. • Mac OS X only: Use the Key Press Activates area to control what the Control key does. Click Zoom to make the Control key temporarily invoke the Zoom tool . Click Contextual Menu to make the Control key invoke a context menu. (Control+Shift performs whichever function is not selected.
PREFERENCES If you add characters to an existing project and the font cannot support those characters, the application searches the system for a font that can display the characters. Check Search to have the application search for a suitable font that is used in the active story. To restrict the search to a particular range, check Last and then enter a number in the Paragraphs field. To expand the search to the entire story where a missing font occurs, check Active Story.
PREFERENCES deleted. To retrieve a backup from the destination folder, simply open the revision file. • Check Save Layout Position if you want the application to automatically remember the size, position, and proportions of your project window. • In the Find/Change History section specify maximum number of search/replace history instances. The maximum value is 20. The default value is 10. If you set the value as 0, then no search/ replace history will be saved.
PREFERENCES • To highlight characters that are in a Traditional Chinese encoding’s UDA/VDA (User Defined Area/Vendor Defined Area) range so that these characters can be visually verified, check Highlight character ranges defined by Traditional Chinese font vendors. Preferences — Application — Text Highlighting Windows only. Use the Text Highlighting pane of the Preferences dialog box (QuarkXPress/Edit menu) to specify the following preferences.
PREFERENCES • Check Alphabetize Names to display the file list in alphabetical order. • Check Show Full Path to display the location of the files. Preferences — Application — Default Path (Windows only) Use the Default Path pane of the Preferences dialog box (QuarkXPress/Edit menu) to define a default location in the file system or on the network for Open, Save/Save As, and Import commands.
PREFERENCES • At Close Use the options in the Location area to specify where Job Jackets files are stored by default. To save Job Jackets files in the default location, click Use Default Path for Shared Jackets. The default location is the “Documents” folder on Mac OS X and the “My Documents” folder on Windows. Preferences — Application — Notes Use the Notes pane of the Preferences dialog box (QuarkXPress/Edit) to control the way notes display.
PREFERENCES Redline pane of Preferences dialog box In the WYSIWYG View area: • Use the Color control to specify a color. • Use the Style drop-down to specify a style. Preferences — Application — Spell-Check Use the SpellCheck pane of the Preferences dialog box (QuarkXPress/Edit menu) to set spell checking options. In the Spell Check Exceptions area: • To exclude words that include numbers from spell checking, check Ignore words with numbers.
PREFERENCES Preferences — Application — Fraction/Price Use the Fraction/Price pane of the Preferences dialog box (QuarkXPress/Edit menu) to format fractions and prices automatically.
PREFERENCES Check Use OpenType Kerning to activate the default kerning values for OpenType fonts. When OpenType kerning is active, it overrides any kerning specified through Kerning Pairs (Edit menu) for OpenType fonts. Check Allow OpenType Transformations on Mixed Color Text to allow the user to apply OpenType transformations on mixed color text. Check Synchronize All Cross References On Output to have QuarkXPress automatically synchronize all cross references in the project when you output.
PREFERENCES • Click Delete Changes if you want modified master items on your layout pages to be deleted when a new master page is applied. Use the Framing area to specify whether frames are placed inside or outside text and picture boxes. • When you click Inside, the distance between the text and the frame is determined by the box’s Text Inset values (Defined in the Text Box tab of the Measurements palette) When you place a frame inside a picture box, the frame overlaps the picture.
PREFERENCES • Use the Measurement Units drop-down menu to set the default measurement unit for new layouts. For East Asian configuration, there are 2 units: Q and Points. Conversion is based on 1 mm = 4 Q Preferences — Layout — Paragraph Use the Paragraph pane of the Preferences dialog box (QuarkXPress/Edit menu) to control various paragraph-level settings. Use the Auto Leading feature to automatically set line spacing.
PREFERENCES • The Standard, Enhanced , Expanded, Extended and 3.3 Compatible options are only available if any legacy project having any of these hyphenation methods applied for any language is opened in QuarkXPress 2018. These options are not available for new projects. • Extended 2 uses the Dieckmann exception resources and algorithm for hyphenation. It is the default method for projects created in QuarkXPress.
PREFERENCES (as specified by the font designer). The default value for both scales is 75% (range = 0 to 100%, measurement system = percentage, smallest increment = .1). • Use the Superior area to control the scale of superior characters. The VScale value determines the vertical size of the character and is measured as a percentage of font size. The HScale value determines width and is measured as a percentage of the normal character width (as specified by the font designer).
PREFERENCES • Use the Space between CJK & R field to indicate how much space should be included by default between a Chinese, Japanese, or Korean character and an adjacent Roman character. Preferences — Layout — Tools Use the Tools panes of the Preferences dialog box (QuarkXPress/Edit menu) to specify default characteristics for the Zoom tool and the Item tool , and to set defaults for items created by item creation tools.
PREFERENCES • To specify default margin and guide colors, use the Margin Color and Guide Color buttons. • Click In Front of Content or Behind Content to specify whether ruler guides and page guides are placed in front of or behind all items on a page. In the Page Grid area: • To control the minimum zoom value at which the master page grid and text box grids become visible, enter a value in the Zoom Visibility field.
PREFERENCES gamut so that they all fit within the destination gamut. Relative Colorimetric retains colors that are in both the source gamut and the destination gamut. The only source colors that are changed are those that are not within the destination gamut. Saturation considers the saturation of source colors and changes them to colors with the same relative saturation in the destination gamut. Absolute Colorimetric retains colors that are in both the source gamut and the destination gamut.
CONTACTING QUARK Contacting Quark Our support team is available to answer all your questions about Quark products including QuarkXPress and Quark Enterprise Solutions. Check out our online knowledge base, documentation site and forums for instant answers 24x7. In the Americas If you are a Quark customer and have a current maintenance or support contract we already have your support account setup for you. Please check out our knowledge base article for details on how to get started.
LEGAL NOTICES Legal notices ©2018 Quark Software Inc. and its licensors. All rights reserved. Protected by the following United States Patents: 5,541,991; 5,907,704; 6,005,560; 6,052,514; 6,081,262; 6,633,666 B2; 6,947,959 B1; 6,940,518 B2; 7,116,843; 7,463,793; and other patents pending. Quark, the Quark logo, QuarkXPress, and QuarkCopyDesk are trademarks or registered trademarks of Quark Software Inc. and its affiliates in the U.S. and/or other countries.
