Lesson 1 What you’ll learn in this lesson: • Understanding the InDesign workspace • Working with panels and tools AL • Navigating through InDesign documents RI • Flowing text • Using Styles to format TE D MA InDesign CS4 Essential Skills TE text and objects Starting up CO PY RI GH This lesson helps to get you started with InDesign right away, covering the essential skills necessary for creating and editing documents.
1 InDesign tools 1 See Lesson 1 in action! Use the accompanying video to gain a better understanding of how to use some of the features shown in this lesson.The video tutorial for this lesson can be found on the included DVD. InDesign tools InDesign uses tools for creating or modifying everything that appears in your document.You’ll also use tools for navigating around the document. Tools are all located in the Tools panel, located along the left side of your screen.
1 The InDesign workspace The InDesign workspace InDesign documents are displayed in the center of the work area, while panels that let you control objects or perform specific tasks are displayed along the right side of the workspace in the panel docking area. InDesign has many panels that are critical to the editing and design work you perform. InDesign includes various workspaces that provide easy access to the panels and tools you’ll use for specific tasks.
1 The InDesign workspace 3 Choose Window > Workspace > Reset Typography to reset the InDesign panels to their default positions for the Typography workspace. This ensures that your panels are in position, making them easier to locate during this lesson. A B C D E F A.The document window. B.The page border (black lines). C. Bleed guides. D. Margin guides. E. Column guides. F. The pasteboard. Using guides Non-printing guides help you align content on your page and create an organized layout.
Working with panels 1 Choose View > Grids & Guides > Hide Guides, or use the keyboard shortcut Ctrl+; (Windows) or Command+; (Mac OS), to hide all the guides in the open document. 2 Choose View > Grids & Guides > Show Guides, or use the keyboard shortcut Ctrl+; (Windows) or Command+; (Mac OS), to show all the guides in the open document. 1 You can show or hide guides by toggling back and forth using these options.
1 Working with panels The Tools panel The Tools panel is located on the left side of your screen and contains all the tools necessary to draw, add, or edit type, and edit items in your document. The Tools panel appears as a singlecolumn attached to the left side of your screen.You can modify the appearance and location of the Tools panel to accommodate your needs. 1 Click on the double-arrow icon at the top of the Tools panel. The Tools panel changes from a single column to a double column.
Working with panels 3 Press the Pages button in the dock. This reveals the entire contents of the Pages panel. By clicking a panel button, only the individual panel expands. 4 Press the Pages button again, and the panel closes and is displayed only as a button. 5 Click and drag the Pages button, moving it to the far left side of the document window. When a vertical bar appears, release the mouse button. The Pages panel is docked to the left side of the document window.
1 Navigating through an InDesign document Saving your workspace Once you have selected the panels that you need, and positioned them in the locations that let you work most efficiently, you can save the location and panels being used as a workspace. Once you have saved a workspace, you can quickly access the exact panels displayed and their location by returning to the default setup of that workspace.
Navigating through an InDesign document 1 Using the Pages panel The Pages panel provides a quick overview of what is displayed on each page of an InDesign document.You can use it to navigate between document pages, rearrange pages, and also add or remove pages. 1 Press the Pages button ( ) in the dock at the right of the workspace to display the Pages panel. The bottom-left of the Pages panel indicates that there are four pages displayed in three spreads within this document.
1 Navigating through an InDesign document Changing the magnification of your document So far, you’ve been viewing this document at the magnification level that was used when the document was last saved.You may find it necessary to get a closer look at parts of your document to check things such as alignment, spacing of type, or position of objects. Here you’ll find that InDesign provides tools that make it easy to change the magnification and inspect components of the document.
Working with type 5 Arrange the page so that the logo is in the center of your display. Use the Hand tool to move the page within the document window, allowing you to focus on specific areas of the layout. 6 Reposition the red frame so that the entire border of the image is visible, then release the mouse. The zoom returns to its original level, focused on the portion of the page you identified. 1 You can also access the Hand tool without selecting it from the Tools panel.
1 Working with type 4 In the Tools panel, select the Type tool ( ).You will use the Type tool to create a new text frame. Position your cursor along the left side of the page, where the left margin guide and the first horizontal guide meet. Click and hold down, then drag down and to the right, to the location where the right margin and the second horizontal guide meet. Release the mouse button. A new text frame is created, and a cursor blinks in the top-left corner of the new frame you have created.
Working with type 7 1 The top line of the sentence is much longer than the bottom line. To balance the lines, press the panel menu button ( ) in the Control panel and choose Balance Ragged Lines from the submenu. InDesign automatically balances the lines within the frame. Apply the Balance Ragged Lines command to the headline. You can also press the Return key while holding the Shift key to create a line break that does not cause a new paragraph to be created.This is referred to as soft return.
1 Working with type 5 Use the keyboard shortcut Ctrl+A (Windows) or Command+A (Mac OS) to select all the type within the current frame. From the Paragraph Styles panel, choose Body. All the selected paragraphs are now formatted using the Body style. 6 Choose Edit > Deselect All to deselect the type. Flowing type Stories often continue from one page or column to another.You will set up links between text frames to allow a story to flow into multiple columns.
Working with type 1 The lower-right corner of the frame contains an Out Port. This port currently displays a red plus sign, indicating that there is more text in the story than fits within the frame. You can address overset text in a number of ways: • • • • Delete text Reduce the size of the text Make the frame larger Link the text to another frame In this case, you will link the text to another frame. The newly placed text on the page is overset.
1 Using styles Using styles Earlier you worked with paragraph styles to format type. As you saw, these provided a method of applying consistent formatting to the text. Similarly, styles let you easily and repetitively format smaller groups of text along with entire frames and even tables.You’ll review the process of applying paragraph styles, then move into other types of styles that can be applied. Later, in Lesson 4, “Working with Styles,” you will work with styles in more detail.
Using styles 1 Applying character styles Character styles can be applied to individual words or characters. They are useful when applying common formatting attributes such as bold and italic. Character styles are the foundation for the nested styles that you applied to the event listings in the previous section. Here you will apply a character style to individual words. 1 Double-click on page 2 in the Pages panel to display page 2 within the workspace.
1 Using styles 1 Using the Type tool ( ), right-click (Windows) or Ctrl+click (Mac OS) anywhere within the text frame on page 2. Choose Find/Change from the contextual menu that appears. The Find/Change window opens. Contextual menus are quick ways to access commands that apply to the part of the document in which you are working.The available commands change based upon the location of the cursor, the tool you are using, and the object selected.
Using styles 4 1 In the Change Format Settings dialog box, choose Italic from the Character Style menu and press OK. This will change the format of all text that is found, applying the Italic style to the found text. Choose Italic from the Character Style drop-down menu. 5 Press the Change All button. A window appears indicating that the text has been replaced with the specified style. Press OK, then press Done to close the Find/Change dialog box.
1 Working with graphics 4 Choose File > Place. In the Place dialog box, navigate to the id01lessons folder and select the file Sidebar.txt. Press Open. 5 Choose the Selection tool ( ) from the Tools panel and confirm that the text frame is selected. If necessary, click the frame to select it. 6 Choose Window > Object Styles to open the Object Styles panel. In the Object Styles panel, choose Sidebar from the list. The entire frame, including the text, is formatted.
Working with graphics 1 Double-click on page 4 in the Pages panel to display page 4 of the document, then choose Edit > Deselect All so that no other objects are selected in the layout. If Deselect All is not available, then no objects are selected. 2 Choose File > Place. In the Place dialog box, navigate to the id01lessons folder and select the file cyclist.psd; then press Open.
1 Working with graphics Moving the handles of a frame using the Selection tool changes the size of the frame and adjusts how much of the image is displayed. Using the Shift+Ctrl (Windows) or Shift+Command (Mac OS) modifier keys allows you to scale the image and the frame together. 7 To reveal the text that is beneath the image, position the Selection tool on the image and right-click (Windows) or Ctrl+click (Mac OS); then choose Arrange > Send to Back. The image is placed behind the text.
Working with graphics 6 1 Reposition the red frame so that the entire border of the image is visible, then release the mouse. The zoom returns to its original level, focused on the portion of the page you identified. Use the Hand tool to reposition the document so the entire area of the snowshoe image is visible. 7 Choose the Direct Selection tool ( ), then press and hold Shift.
1 Working with graphics With the Direct Selection tool active, click with the mouse on an image and wait for a moment. After pausing, begin moving the image.You get a dynamic preview of the image as you are moving it, which is extremely useful when positioning a graphic within a frame. Pausing before repositioning the image is referred to as patient user mode, and provides benefits when cropping or resizing images.
Working with graphics 1 Understanding layers Layers help you organize the images and text in your layout. Layers are like transparent sheets of cellophane lying on top of each other. If you put an object on a layer that is below another layer, you can see the object as long as there aren’t any objects directly above it, regardless of how many layers are on top of it.
1 Working with graphics 6 Using the Selection tool ( ), select the snowshoe image at the bottom of the page. In the Layers panel, notice the blue square ( ) located to the right of the Text layer. This indicates that the currently selected object is located on the text layer. 7 In the Layers panel, click and drag the blue square to the Graphics layer. The object is moved to this layer, and the edge of the frame containing the snowshoe graphic is now red, the color of the Graphics layer.
Working with graphics 1 10 Choose the Selection tool and click on the spinnews logo at the top of page 1.You cannot currently select it because the layer is locked. 11 Unlock the layer by clicking on the padlock icon ( ) immediately to the left of the Graphics layer, then select the spinnews logo using the Selection tool.You can now select the image. Now that the layer is unlocked, it can be selected and moved.
1 Working with graphics 4 Confirm that Object is highlighted in the Effects panel. Press the Add an object effect to the selected target button ( ) at the bottom of the panel. Choose Bevel and Emboss from the menu. If you want to see what this effect will do to the selected object, click the Preview checkbox to enable a preview of the effect. You can apply an effect independently to an entire object or only to the stroke or fill of the selected object.
Resources for additional help 6 Switch to the Preview viewing mode using the viewing mode button in the Application bar at the top of the workspace.You can also press the keyboard shortcut W to switch the viewing mode, or access the same viewing mode controls at the bottom of the tools palette. All three options let you switch to the Preview viewing mode, which provides you with a preview of the final project without displaying any of the non-printing elements.
1 Self study Self study Place some of your own graphics into the newsletter that you just created, then practice cropping and repositioning the graphics within their frames. Move objects to other layers and create your own layer to further refine the organization of the file. This lesson has given you an overview of the essential capabilities available in the latest version of InDesign.
