How to Design InDesign

HO W TO

DE SIG N IN DE SIG N

InDesign Basics SETTING UP YOUR INDESIGN DOCUMENT

FILE>NEW>DOCUMENT (⌘N) OPENS NEW DOCUMENT DIALOG BOX

• Number of Pages • Pages Facing or Not • Master Text Frame • Page Size - width, height, orientation (portrait or landscape) • Columns - number, gutter • Margins - top, bottom, inside, outside 0.25” best practice Keep the link locked for all sizes to be the same • Bleed - top, bottom, inside, outside 0.25” best practice • Pasteboard - View>Entire Pasteboard (⌥ ⌘ ⇧ O) *Once you have opened document* 2

InDesign Basics USING DOCUMENT RULERS

VIEW>SHOW RULERS (⌘R) > RIGHT CLICK ON RULER TO CHANGE FROM PICAS TO INCHES

ANOTHER METHOD-INDESIGN>PREFERENCES>UNITS & INCREMENTS

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InDesign Basics MASTER PAGES ACCESSING MASTER PAGES: TOP OF PAGES TOOL PALETTE • Click on “Pages on your Tool Palette OR go to Windows>Pages OR ⌘F12 • Double Click the page coordinating with “A-Master” and that will bring you to the set of left and right “A-Master” pages.

ELEMENTS CREATED ON MASTER PAGES: • Headlines Bars, Special Graphics, Section Pages • Margins/grid set-up (Drag lines in from Ruler for Grid) • Page numbering (⌥ ⌘ ⇧ N) Once text box has been created with number entered OR Right click for menu to appear as seen in image below.

NOTE: If you ever need to unlock a master item on a page in your document, Hover over the element you want changed and (⇧ ⌘ + CLICK)

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InDesign Basics

InDesign Basics

CREATING TEXT FRAMES DRAW YOUR TEXT BOX ⌘T CLICK THEN DRAG

⌘B TO BRING UP THE TEXT FRAME BOX

A SINGLE TEXT FRAME WITH MULTIPLE COLUMNS

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InDesign Basics MULTIPLE TEXT FRAMES

LINK TEXT FRAMES Click on box on text frame that is overflowing with text and click on corner of text box you want to link to.

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InDesign Basics SPAN COLUMN

HTTPS://WWW.YOUTUBE.COM/WATCH?V=FBI8JW1ALH4 (LYNDA.COM TUTORIAL) USE THIS WHEN YOU NEED A TITLE FOR AN ARTICLE TO SPAN ACROSS THE COLUMNS OF YOUR ARTICLE. • Highlight what you want to span then Top right control panel>Span columns

• Then type how many columns you want your title to span

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InDesign Basics • Your end result should look like this:

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InDesign Basics SPLIT COLUMN

HTTPS://WWW.YOUTUBE.COM/WATCH?V=FBI8JW1ALH4 (LYNDA.COM TUTORIAL) USE THIS WHEN YOU NEED SPLIT BULLET POINTS INTO MULTIPLE COLUMNS WITHIN A SINGLE OR MULTIPLE COLUMN TEXT BOX. • Highlight what you want to split then Top right control panel>Span columns

• This box will come up, choose Split Column

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InDesign Basics • Then choose how many columns you want to split into

• Turn on preview to make sure the layout is good and then you will have your end result.

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InDesign Basics CHARACTER PANELS TYPE>CHARACTER (⌘T) • From this panel you can control the font size space kerning, leading etc.

QUICKLY CHANGE CASE TYPE>CHANGE CASE

• From this panel you can control if you want your highlighted text to be upper, lower, sentence or title case.

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InDesign Basics CHECK SPELLING

EDIT>SPELLING>CHECK SPELLING (⌘ I) • Use this if your dynamic spelling is not on and you want to check your entire document for spelling errors.

EDIT>SPELLING>DYNAMIC SPELLING • Use this to turn on your dynamic spelling so that when you have spelling errors they are underlined in red and when you have grammatical errors they are underlined in green.

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InDesign Basics TEXT FIND CHANGE EDIT>FINE/CHANGE (⌘ F)

• Use this if you need to locate a font that you don’t have and need to replace or if you want to substitute a font for another one.

• This dialog box will appear and that is wher you can make all your changes.

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InDesign Basics SHOW HIDDEN CHARACTERS TYPE>SHOW HIDDEN CHARACTERS (⌥ ⌘ I)

Use this to check all of your copy for the following:

• Paragraph Returns • Double Spaces • Soft Returns • Column Breaks • Hyphenate

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InDesign Basics RUNNING BULLETS AND HANGING PUNCTUATION

TYPE>STORY>OPTICAL MARGIN ALIGNMENT (⌘ /)

• Use this when you need your quotations to hang in front of your sentences:

“I REALLY DO LOVE EVERY SINGLE THING ABOUT DESIGNING.” “I REALLY DO LOVE EVERY SINGLE THING ABOUT DESIGNING.”

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InDesign Basics PARAGRAPH STYLES

TYPE>PARAGRAPH STYLE (⌘ F11) - OPENS PARAGRAPH STYLES PALETTE • Once you open this palette add it to your tool bar on the right hand side.

• Once this is applied it affects an entire paragraph

PARAGRAPH STYLE OPTIONS>BASIC CHARACTER FORMATS • Set your size font, and other basics here.

• Leading (do not use auto...use what looks good!)

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InDesign Basics PARAGRAPH STYLES: INDENTS PARAGRAPH STYLE OPTIONS>INDENTS AND SPACING

• Do not use tab!

• Use indent or space after paragraph, NEVER BOTH! • First line Indent: .125” is a good place to start • Space After: 1/2 of leading size is a good place to start

⇧

• Remember to get rid of extra paragraph returns ( ¶ ), *use soft returns ( Return) • Indent rule: First paragraph on a page does not get an indent • Alignment gets set here too.

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InDesign Basics BULLETS AND NUMBERING

PARAGRAPH STYLE OPTIONS> BULLETS AND NUMBERING (⌥ 8)

• You will need choose your bullet style or your numbers in the selection box.

• You will need to adjust your left indent and first line indent to .1875” and -.1875” for proper alignment (REVERSE INDENT)

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InDesign Basics PARAGRAPH RULES

PARAGRAPH STYLE OPTIONS>PARAGRAPH RULE

• Rule above and rule below a line of text

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InDesign Basics CHARACTER STYLES

TYPE>CHARACTER STYLE ( ⇧ ⌘ F11 ) - OPENS CHARACTER STYLE PANEL • Once you open this palette add it to your tool bar on the right hand side.

• Once this is applied it affects certain words within paragraph • Generally overrides paragraph styles

FRAME OPTIONS • Setting vertical justification - best practice is to align top, but there will be times you will need to align center or bottom.

• You can find these in the text frame options (⌘ B) or in the top ribbon

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TEXT

InDesign Basics PARAGRAPH: EFFECTS

TYPE>PARAGRAPH ( ⌥ ⌘ T)

• Hyphenation - select paragraph in the control bar, select hyphenation in the paragraph side menu

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•

D DROP CAP

ROP CAP NUMBER OF LINES FIELD IN PARAGRAPH PANEL

ONE OR MORE CHARACTERS

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InDesign Basics GLYPHS PANEL

TYPE>GLYPHS ( ⌥ F11 )

• Open your glyphs panel and add it to your tool sidebar, you will need this later.

• Insert characters using glyphs vs. key commands - such as ® , ©, ™

• Great fonts to use in the glyphs panel are Apple Symbols and Zapf Dingbats!!

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InDesign Basics SPECIAL TEXT CHARACTERS

TYPE>INSERT SPECIAL CHARACTERS OR RIGHT CLICK FOR THE INSERT SPECIAL CHARACTERS • Insert special characters such as •, …, §

• Insert white space (fixed amount of white space)

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InDesign Basics SPECIAL TEXT CHARACTERS

TYPE>INSERT SPECIAL CHARACTERS OR RIGHT CLICK FOR THE INSERT SPECIAL CHARACTERS>HYPENS AND DASHES>EN DASH OR RIGHT CLICK (SAME PATH WITHOUT TYPE)

• En Dash ( ⌥ Hyphen ) An en dash is called an en dash because it’s approximately the width of a capital letter N in that particular font and size. It is used between words that indicate a duration, such as time or months or years. Use it where you might otherwise use the word “to” ex. October – December, 6:30 – 8:45 a.m.

• In a page layout application, the en dash can be used with a thin space on either side of it if you want a little room, but don’t use a full space.

• The en dash is also used when you have a compound adjective and one of the elements is made of two words or a hyphenated word, such as: hi-stress – high-energy lifestyle, Santa Fe – Chicago Flight.

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InDesign Basics • Em Dash ( ⇧ ⌥ Hyphen ): The em dash is twice as long as the en dash—it’s about the size of a capital letter M in whatever size and typeface you’re using at the moment this dash is often used in place of a colon or parentheses, or it might indicate an abrupt change in thought, or it’s used in a spot where a period is too strong and a comma is too weak.

• Our equivalent on the typewriter was the double hyphen, but now we have a real em dash. Using two hyphens (or worse, one) where there should be an em dash makes your work look very unprofessional.

• Since you were properly taught, of course, you know that the double hyphen is not supposed to have a space on either side of it—neither is the em dash, as you can see right here in this sentence.

INLINE AND ANCHORED OBJECTS

OBJECT>ANCHORED OBJECT>INSERT/RELEASE TO OPEN ANCHORED OBJECT DIALOG BOX

• Anchored objects are items, such as images or text boxes, that are attached—or anchored—to specific text. The anchored object travels with the text containing the anchor as the text reflows. Use anchored objects for all objects that you want associated with a particular line or block of text, for example, sidebars and callouts, figures, or icons associated with a specific word.

You can create an anchored object by pasting or placing an object (or frame) into text using the Type tool or by using the Insert Anchored Object command. When you place the object, Adobe InDesign CS4 adds an anchor marker at the insertion point. Anchored objects inherit the rotation and skew attributes of the text frame they’re anchored to— even when the object is positioned outside of the text frame. You can select the object and change these attributes.

You can create anchored objects that use any of the following positions: Inline Aligns the anchored object with the baseline of the insertion point. You can adjust the Y Offset to position the object above or below the baseline.

This is the default type of anchored object. In earlier versions of InDesign, these objects were called inline graphics.

Above Line Places the anchored object above the line with the following choices of alignment: Left, Center, Right, Towards Spine, Away From Spine, and (Text Alignment). Text Alignment is the alignment applied to the paragraph that holds the anchor marker.

Custom Places the anchored object in the position that you define in the Anchored Object Options dialog box. You can position the object anywhere inside or outside the text frame.

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InDesign Basics INLINE AND ANCHORED OBJECTS

OBJECT>ANCHORED OBJECT>INSERT/RELEASE TO OPEN ANCHORED OBJECT DIALOG BOX Note: You can use inline and above line positioned objects with type on a path.

A. Inline position B. Above line position (aligned left) C. Custom position (aligned to the edge of the text frame)

Inserted Anchored Objects options When you insert a placeholder for an anchored object, you can specify the following options for the contents: Content: Specifies the type of object the placeholder frame will contain.

Note: If you choose Text, an insertion point appears in the text frame; if you choose Graphic or Unassigned, InDesign selects the object frame.

Object Style: Specifies the style you want to use to format the object. If you have defined and saved object styles, they will appear in this menu.

Paragraph Style: Specifies the paragraph style you want to use to format the object. If you have defined and saved paragraph styles, they will appear in this menu.

Note: If the object style has a paragraph style enabled and you choose a different style from the Paragraph Style menu, or if you make changes to the Anchored Position options for a style, a plus sign (+) appears in the Object Style menu indicating that overrides have been made.

Height and Width: Specify the dimensions of the placeholder frame

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InDesign Basics Inline and Above Line position options When you choose Inline or Above Line from the Position menu in the Anchored Object Options dialog box, the following options are available for setting the position of the anchored object. (You can also access these options in the Insert Anchored Object dialog box.)

Inline: Aligns the bottom of the anchored object to the baseline. Inline objects are subject to certain constraints when moving along the y axis: the top of the object can’t go below the bottom leading slug and the bottom of the object can’t go above the top of the leading slug.

Y Offset: Adjusts the position on the baseline. You can also use the mouse to drag the object vertically on the page.

Above Line: Aligns the object above the text line containing the anchor marker and below the line of text above the anchor marker.

Alignment: Choose from the following options: Left, Right, and Center Align the object within the text column. These options ignore indent values applied to the paragraph and align the object within the entire column.

Towards Spine and Away From Spine: Align the object left or right depending on the side of the spread the object is on. These options ignore indent values applied to the paragraph and align the object within the entire column.

Text Alignment: Aligns the object based on the alignment defined by the paragraph. This option uses the paragraph indent values when aligning the object.

Space Before: Specifies the position of the object relative to the bottom of the leading slug in the preceding line of text. Positive values lower both the object and the text below it. Negative values move the text below the object up toward the object. The maximum negative value is the height of the object.

Space After: Specifies the position of the object relative to the cap-height of the first character in the line below the object. A value of 0 aligns the bottom of the object to the cap-height position. Positive values move the text below the object down (away from the bottom of the object). Negative values move the text below the object up (toward the object).

- https://helpx.adobe.com/indesign/using/anchored-objects.html - https://www.youtube.com/watch?v=d2SrhAtOv4c 27

InDesign Basics IMPORTED GRAPHICS FILE FORMATS:

• Preferred Photoshop file formats: .tiff, .eps, .psd • 300dpi (at final usage size and CMYK a MUST • DO NOT drag and drop image from Photoshop • Preferred Illustrator file format: .eps • To preserve vector paths from illustrator to INDD: ILLUSTRATOR>PREFERENCES>CLIPBOARD HANDLING>COPY PDF TO CLIPBOARD, PRESERVE PDF DATA AT QUIT, PAST FROM OTHER APPLICATIONS - ALL INFORMATION

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InDesign Basics PLACING ARTWORK

FILE>PLACE ( ⌘ D) TO OPEN DIALOG BOX

• 3 Ways to place: No Frame, Frame and within text

• No Frame - Place ( ⌘ D )

• Frame - Rectangle Frame Tool ( F )

• Within Text - with cursor in copy where you want image Object>Anchored Object > Insert

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InDesign Basics POSITIONING TOOL & GRAPHIC BOXES DIRECT SELECTION ( V )

, INDIRECT SELECTION TOOL ( A )

• Direct selection moves the entire graphics box • Indirect selection moves the graphic within the graphics box • (

⇧ ⌥ ⌘ ) Resizes frame and graphic together

• Transform Again ( ⌥ ⌘ 4 )

• Located on the Ribbon are “Quick” resize tools (named left to right): • Fill Frame Proportionally

• Fit Frame to Content

• Fit Content Proportionally

• Center Content

• Fit Content to Frame • Use this tool to move objects around your layout

TEXT WRAP • If you need to wrap text around the graphic or jump it etc. use the following options (Located on the Ribbon):

• Named Left to Right: • No Text Wrap (default)

• Wrap Around Object Shape

• Wrap Around Bounding Box

• Jump Object

• WINDOW>TEXT WRAP ( ⌥ ⌘ W ) OPENS TEXT WRAP WINDOW

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InDesign Basics LINKING GRAPHICS WINDOW>LINKS ( ⌘ D ) TO OPEN THE PLACE DIALOG BOX • Number to the right indicates which page the graphic is placed • No graphic means placed images is OK • Missing link

= can’t find original graphic

To fix this right click or opt click the red circle and relink, search for the image and click ok.

• Modified link

= graphic has changed since placed

To fix this double click the yellow icon and it will update the image. = graphic has been stored in file • Embedded graphic (DO NOT USE - Increases file size greatly!

EDITING A LINKED GRAPHIC • Select the graphic you want to edit vs.

• Edit>Edit Original (opt. double click with • OR use pencil icon in bottom of links panel

Notes: If the image is rotated, rotate in PSD first then bring in.

Once final size has been determined in INDD, go back to PSD and resize.

Import at final size and roation for final printing.

USING CLIPPING PATHS • Best to create clipping path in Photoshop (CMYK) • Draw path using the pen tool • Save path (in paths palette) • Clip Path • Save file as a .psd or .tif and import into InDesign.

• **Will Make Seperate Photoshop Handout for this.**

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InDesign Basics INDD EFFECTS AND GRADIENTS

• DO NOT USE THEM. EVER. • Do all effects in PSD

• Same goes for Gradients - do them in PSD

EXPORTING

• ( ⌘ E ) Opens Export Dialog Box

CREATING PDF FILES

• FILE>EXPORT>FORMAT>ADOBE PDF

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InDesign Basics SAVING TO A LOWER VERSION OF INDD

• FILE>EXPORT>FORMAT>IDML

OUTPUT

• The package function automatically collects the files you need to print the document (as long as everything is linked) • FILE>PACKAGE ( ⌥ ⇧ ⌘ P )

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