Ohio University Computer Services Center

February, 2006

Adobe InDesign CS2 Version 4.0.2 Reference Guide

What is Adobe InDesign?
Adobe InDesign CS is desktop publishing software. With InDesign you can design and layout a single-page advertisement or a complex multi-page color publication. Because InDesign is an Adobe product, it integrates seamlessly with Photoshop, Illustrator, and Acrobat.

Customize InDesign Preferences

To customize the default preferences for the InDesign program, modify the preferences when no publication is open. To customize the preferences for an individual publication, open the appropriate publication and modify the preferences. 1. From the Edit menu, trace to Preferences and select Type.

To Start Adobe InDesign

1. Click the Start button, trace to Programs and select Adobe InDesign CS.

Open an Existing Publication

InDesign can convert documents and templates from QuarkXPress 3.3 or later and Adobe PageMaker 6.5 or later. InDesign converts the file into a new InDesign document. This works well with templates which consist of layout without text. The conversion may change documents with lots of text. Text could shift to different lines, etc. 1. From the File menu, select Open. 2. Click the down arrow next to the Look in field. 3. Navigate to the folder on the hard drive where your file is stored or click 3 Floppy (A:) if your file is stored on a diskette. 2. Verify the Use Typographers Quotes checkbox is selected. This will insert curly quotes instead of straight quotes (feet and inches marks). 3. Click to select Units and Increments. 4. Select the desired Horizontal and Vertical Ruler Units (points, picas, inches, mm, etc.) 1 pica = 12 points 6 picas = 1 inch 72 points = 1 inch 5. Click to Select Display Performance.

4. Click to select the publication you want to open. 5. Click Open.

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6. Change the increment of the display Greek Type Below option to 1 pt. This sets the greeking for text. Any type below the specified type size displays as a dimmed gray bar. 7. Click OK.

The Paragraph Palette controls paragraph-level attributes such as alignment and margin indents. In the Pages Palette, the letter indicates which Master Page the page is based on and the number indicates the page number. A Master Page is similar to a document Template. For example, in Microsoft Word, all new documents are based on the Normal document template. In InDesign, all publication pages are based on a Master Page. If you modify a Master Page, the change will occur on every page in the document that is based on that Master Page.

Using The Toolbox

The Toolbox contains 29 tools as well as controls for the color of fills and strokes. Some of the tools have fly-out controls that let you access the other tools in the category. If you see an arrow in the bottom right corner of the tool button, you can click and hold the button to expand the fly-out tools.

Create a New InDesign Publication

1. From the File menu, trace to New and select Document. 2. In the new document window, specify the following: Number of Pages, Facing Pages, Page Size, Orientation, Number of Columns, Gutter (space between columns), and Margins. 3. Click OK.

InDesign Palettes
Most of the commands and features that control InDesign can be found in one of its onscreen palettes. The palettes are similar to those found in other Adobe applications. 1. From the Window menu, select the desired palette. 2. To close a palette, click the Close button in the palettes title bar OR click on the dark gray area by the palette menu button to collapse the palette.

Modify the Document Setup

After you begin working with a document, you must use two separate controls to make changes to the document. 4. From the File menu, select Document Setup. 5. If you want to modify margins and columns, from the Layout menu, select Margins and Columns.

The Character Palette controls character-level attributes such as typeface and point size.

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Nonprinting Guides
Guides are nonprinting lines that help you position text and graphics on the publication page. Margin guides appear in pink; column guides appear in blue. 1. From the View menu, trace to Grids & Guides. If Hide Guides appears in the submenu, the Show Guides feature is already active. 2. To pull a guide from the ruler, verify the Selection Tool is selected and place the mouse pointer on the horizontal or vertical ruler and click, hold, and drag a guide onto the publication page. 3. To lock the guides into place, from the View menu, trace to Grids & Guides, and select Lock Guides. 4. To unlock guides for removal or to be repositioned, from the View menu, trace to Grids & Guides, and deselect Lock Guides. 5. To remove or reposition guides, verify the is selected and click, Selection Tool hold, and drag the guide off the publication page.

4. To go back to the default view, from the View menu, select Fit Page in Window.

Hand Tool
To change the part of the publication page or pasteboard that displays at the current magnification level, scroll within the window using the hand tool.

1. Click to select the Hand Tool from the toolbox. 2. Click, hold and drag within the window to view a different area of the publication page or pasteboard. 3. To go back to the default view, from the View menu, select Fit Page in Window.

Drawn Objects and Frames

When you draw an object, such as a line, rectangle, ellipse, or polygon, you create what is referred to as a simple path. A frame serves as an empty placeholder for content (text or a graphic). Frames have a visible X in the middle of the object. There are three frame options: a Rectangle Frame , an Ellipse Frame , or a Polygon Frame . 1. Click to select a drawing tool from the toolbox. 2. Click, hold and drag to draw an object. If you want to draw a frame, click to select the desired Frame Tool. 3. To draw a perfect square or a perfect circle, press and hold the Shift key as you click, hold and drag to draw the object.

Zoom Tool
The zoom tool is used to magnify or reduce a specific area of the publication page.

1. Click to select the Zoom Tool from the toolbox. 2. Position the magnifying glass icon in the center of the area you want to magnify and click to zoom. Each time you click, you will enlarge the designated area. 3. To de-magnify (zoom out), press and hold the Alt key as you click the zoom tool.
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Corner Effects
With InDesign you can modify the shape of objects by adding special corner effects. You can apply these effects to any object that has corner points. to select a 1. Use the Selection Tool rectangle, square, or graphic. 2. From the Object menu, select Corner Effects. 3. Click the Preview checkbox so you can see the effects as you change the settings. 4. Click the down arrow next to Effect and select the desired effect and click OK.

Graphic File Formats

A wide variety of graphic formats can be inserted in InDesign publications. The following formats are recommended for professional printing: Adobe Illustrator (AI) Adobe Photoshop (PSD) Encapsulated PostScript (EPS) Desktop Color Separation (DCS) Joint Photographers Expert Group (JPEG) Portable Document Format (PDF) Portable Network Graphics (PNG) PostScript (PS) Scitex Continuous Tone (SCT) Tagged Image File Format (TIFF) Although the following formats can be inserted in InDesign publications, they are not recommended for use in commercially printed documents. They are acceptable for lowresolution or non-PostScript printers: Macintosh Picture (PICT) Graphics Interchange Format (GIF) PC Paintbrush (PCX) Windows Bitmap (BMP) Windows Metafile (WMF)

Stroke and Fill

1. Use the Selection Tool to select the object. 2. Click to select the Stroke or Fill icon in the toolbox.

3. In the Swatches palette, click the color swatch you want to make the color of the stroke/fill. 4. To modify the stroke, click to select the Stroke icon in the toolbox. From the Window menu, select Stroke. 5. Specify the Type and line Weight. 6. To modify the fill, click to select the Fill icon in the toolbox. In the Swatches Palette, modify the Tint percentage and press Enter.

Place Graphics
Graphics you insert are automatically placed inside frames. When dealing with graphics, it is helpful to understand the difference between the two selection tools. The Selection Tool (black arrow) is used for general layout tasks, such as positioning and sizing objects. The Direct Selection Tool (white arrow) is used for tasks involving drawing and editing paths or frames. The direct-selection tool is also used for selecting contents within frames or groups. 1. From the File menu, select Place.

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2. Navigate to the graphic you want to import. 3. Click to select the graphic you want to import. 4. Click Open. 5. Click the cursor to place the graphic in a rectangle frame the same size as the artwork OR drag the image cursor to define the size of the rectangular frame. Only the frame is sized when you drag the image cursor. The artwork stays its actual size.

1. Use the Selection Tool to select both the frame and the graphic. 2. Click to select the Scale Tool from the toolbox. 3. Press and hold the Shift key (to maintain proportion) as you click, hold, and drag a corner handle in or out to resize the selected item to make it smaller or larger.

Move Graphics
1. Use the Selection Tool to select both the frame and the graphic. 2. Click, hold, and drag the graphic to a new location on the publication page.

Fitting Graphics in Frames

InDesign gives you several options to quickly position and resize artwork within frames. Fit Content Proportionally will change the size of the graphic to fit completely within the frame without distorting the artwork.

Rotate Graphics
1. Use the Selection Tool to select both the frame and the graphic. 2. Click to select the Rotate Tool from the toolbox. 3. Click, hold, and drag in a counter/clockwise direction. 4. To constrain the tool to multiples of 45, press and hold the Shift key as you click, hold, and drag.

1. Use the Selection Tool to select both the frame and the graphic. 2. From the Object menu, trace to Fitting, and select Fit Content Proportionally if you want the graphic to fit within the specified frame without distorting the artwork. 3. From the Object menu, trace to Fitting, and select Fit Frame to Content if you want to change the size of the frame to accommodate to the original size of the artwork.

Crop Graphics
1. Use the Selection Tool to click to select the frame. 2. Place the cursor on the appropriate handle and click, hold, and drag toward the center to crop the part of the graphic you want to hide.

Scale Graphics
The scale tool allows you to increase or decrease the size of objects. The Selection Tool (black arrow) scales the object and its contents. The Direct Selection Tool (white arrow) scales only the object.

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Place Text
In InDesign, all text exists within frames. You can either add text to a frame that has already been created or you can create a frame while you import text. 1. Make sure that no objects are selected. 2. From the File Menu, select Place. 3. Navigate to the text file you want to import. 4. Click to select the text file you want to import. 5. Click Open. 6. Click the cursor to place the text frame without specifying the flow of the text OR click, hold, and drag the loaded text icon to define the size of the text frame. 8. Click the out port (red plus symbol) in the selected frame. 9. The cursor becomes a loaded text icon again. 10. Click, hold, and drag the loaded text icon to define the size of the second (manual threaded) text frame. If you press and hold the Alt key while you thread text blocks, the cursor will stay a loaded text icon, so you dont have to click on the out port over and over again. Whenever the cursor is a loaded text icon, you can click any tool in the toolbox to cancel. No text will be lost.

Thread Text Frames

If you place a text file on a particular page in your publication and you want the text to flow in a specific way throughout the publication, you must thread the text frames. A threaded set of frames is called a story. 1. Make sure that no objects are selected. 2. From the File Menu, select Place. 3. Navigate to the text file you want to import. 4. Click to select the text file you want to import. 5. Click Open. 6. Click, hold and drag the loaded text icon to define the size of the text frame. 7. When a text frame has more text then will fit into the frame, the frame is said to have overset text. Overset text is indicated by a red plus symbol in the out port of the frame (the box just above the bottom right corner of the frame).

Format Text
Character formatting refers to attributes that can be applied to a single character. The Character palette controls character attributes. 1. If the Character palette is not visible, from the Type menu, select Character. from 2. Click to select the Type Tool the toolbox. 3. Highlight the text you want to format. 4. In the Character palette, specify the desired character attributes (font, size, leading, kerning, baseline shift, etc.)

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3. Type or edit text in the story editor window. 4. To return to the publication page, from the Edit menu, select Edit in Layout.

Customize Story Editor Preferences

You can customize InDesigns story editor by setting preferences for font, font size, font color, line spacing, background color, and other display options. 1. From the Edit menu, trace to Preferences and select Story Editor Display. 2. Select the following options and click OK. These settings affect the display of text in the story editor window, not how they appear in layout view. To determine the appearance of the story editor window, specify a different text color, background, or theme. To change the appearance of the text display, choose a display font, size, and line spacing. Select Enable Anti-Aliasing to smooth the jagged edges of type. Since only the edge pixels change, no detail is lost. To change the appearance of the text cursor, select the desired option. Select Blink if you want the cursor to blink.

Leading - Space between lines of type. Normally the leading should be set at a size that is 3 points higher than the font size. Kerning - Space between two letters. Baseline Shift - Baseline shift moves the text up or down from the imaginary line the letters sit on (baseline). This feature is often applied to shift bullets or parentheses so they sit better next to text. It can also be useful for special effects in display or headline text.

Story Editor
In InDesign you can edit text on the publication page or in the story editor window. Writing and editing in the story editor window offers two advantages: (1) The entire story appears in the typeface, size, and spacing that you specify, without layout or formatting distractions. (2) Navigation is easier. The story flows in one continuous left-justified column. 1. Use the Selection Tool to select the text frame. 2. From the Edit menu, select Edit in Story Editor.
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Check Spelling
InDesigns spell check feature checks documents for misspelled words. 1. To check spelling in a specific text frame, click to select the Type Tool from the toolbox. 2. Click to place the insertion point within the text. 3. From the Edit menu, trace to Spelling, and select Check Spelling.

4. Click the Start button. InDesigns dictionary and automatically begin searching for possible spelling errors. 5. If InDesign flags a word that is correct, click Skip to force the spell check to proceed to the next potential error without changing that instance of the word. Ignore All will skip every instance of the word in the document. 6. To correct a spelling error, click the correct spelling from the list of Suggested Corrections and then click Change. You may also type your own changes in the Change To field and click Change. To close the dictionary, click the Done button.

Drop Cap
1. Click to select the Type Tool from the toolbox. 2. Click the I-beam to the right of the letter you want to make a drop cap. 3. From the Type menu, select Character. 4. Click the Paragraph palette. 5. Increase the Number of Lines value to specify the number of lines the letter should occupy.

Format Text in Columns

1. From the Object menu, select Text Frame Options. 2. Specify the Number of columns. 3. Specify the Width of the columns. 4. Specify the Gutter (space between columns) and click OK.

Create a Color Swatch

Each of the colors in the CMYK (Cyan, Magenta, Yellow, blacK) corresponds to one of the inks used in the typical four-color printing. 1. If the Color palette is not visible, from the Window menu, select Color. 2. Click the Color palette menu button and select CMYK.

Align and Justify Text Vertically

You can align or distribute lines of text in a frame to help keep type vertically consistent among frames and their columns. You can align text to the top, center, or bottom of the frame. You can also justify text vertically, which evenly spaces lines regardless of their leading and paragraph spacing values.

1. Use the Selection Tool to select the text frame. 2. From the Object menu select Text Frame Options. 3. Under Vertical Justification, select Top, Center, Bottom, or Justify.

3. Click to select a color in the CMYK spectrum area. 4. If the Swatches palette is not visible, from the Window menu, select Swatches.

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5. Click to select the New Swatch button at the bottom of the Swatches palette.

Change the Color of Text

1. Click to select the Type Tool from the toolbox. 2. Highlight the text you want to change the color of. 3. Click to select the Fill icon in the toolbox.

2. Click the down arrow next to the Save in field and navigate to the folder or disk drive where you want to save your publication. 3. In the File name: field, type a detailed name for your publication. 4. In the Save as type: field, specify if you want to save your publication as an InDesign CS2 Document or an InDesign CS2 Template. The template format saves the file so that each time it is opened, it opens as an untitled document. This protects the document from inadvertent changes. 5. Click Save. Use Save As if you want to save the current document under a new name or store it in a different folder or disk drive.

4. In the Swatches palette, click the color swatch you want to change the color of the text to.

Undo or Revert
If at any time you make a series of changes that you decide you no longer want, you may Undo or Revert. Undo will undo the most recent action. You may select Undo several times to undo a series of actions in the order in which they were executed. Revert will revert the publication back to the most recent saved version of the publication. 1. From the Edit menu, select Undo OR if you want to revert back to the most recently saved version of the publication, from the File menu, select Revert.

Preview Mode
Use Preview Mode to quickly hide such nonprinting elements such as rulers, grids, and frame edges. 1. To preview the publication, click the Preview Mode button at the bottom of the toolbox. 2. To return to the normal view, click the Normal View Mode bottom of the toolbox. button at the

Type Text On a Path

When you create an object such as a text frame, the outside shape of the frame is referred to as the objects path. With InDesign you can position text to flow along the edge of an open or closed path of any shape. Type on a Path has an in port and an out port just like other text frames, so you can thread text.

Save a Publication
Adobe InDesign CS publications have an .indd file extension. 1. From the File menu, select Save.

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1. Draw an object to create a path. 2. Click to select the Type on a Path from the toolbox. Tool 3. Position the pointer on the path until a plus sign appears . 4. To type using default settings, click the path. By default, an insertion point appears at the start of the path. 5. Type the desired text. 6. Use the Direct Selection Tool to select the path and change its fill or stroke to None to make the path invisible. 7. To change the start or end point of the text on the path, drag the indicator at the beginning or end of the path to the desired position. Do not position the pointer over the bracket's in port or out port. 8. To flip the text from one side of the path to the other, drag the center point indicator to the other side of the path.

Delete Text On a Path

1. Use the Selection Tool to select one or more type on a path objects.

2. From the Type menu, trace to Type on a Path and select Delete Type from Path. If the path's fill and stroke are set to None, the path is invisible after you delete the type. To make the path visible, press the D key immediately after you select Delete Type from Path.

Change the Opacity (Transparency)

Opacity lowers the visibility of objects by making them appear more transparent or ghostly (see through).

Apply Effects To Text On a Path

1. Use the Selection Tool

or the Type

, to select the type on a path. Tool 2. From the Type menu, trace to Type on a Path and select Options. 3. Choose the desired effect and click OK. To keep the center of each character's baseline parallel to the path's tangent, choose Rainbow. This is the default setting because it looks natural.

1. Use the Selection Tool to select the object. 2. If the Transparency palette is not visible, from the Window menu, select Transparency. 3. Modify the Opacity percentage to decrease the transparency and press Enter.

Story Editor
In InDesign you can edit text on the publication page or in the story editor window. Writing and editing in the story editor window offers two advantages: (1) The entire story appears in the typeface, size, and spacing that you specify, without layout or formatting distractions. (2) Navigation is easier. The story flows in one continuous left-justified column. 1. Use the Selection Tool text frame. to select the

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2. From the Edit menu, select Edit in Story Editor. 3. Type or edit text in the story editor window. 4. To return to the publication page, from the Edit menu, select Edit in Layout.

Optical Margin Alignment

Optical margin alignment will place punctuation such as quotation marks outside of the appropriate guide so that all of the text in the text box lines up perfectlyso strange indents dont occur that throw off left alignment. 1. Use the Selection Tool to select the text frame. 2. From the Type menu, select Story, and click to select the Optical Margin Alignment checkbox.

Wrap Around Object Shape (also known as contour wrapping), creates a text wrap boundary that is the same shape as the frame you've selected (plus or minus any offset distances you specify). Jump Object prevents text from appearing in any available space to the right or left of the frame. Jump to Next Column forces the surrounding paragraph to the top of the next text column or text frame.

4. Specify the distance you want to offset the text surrounding the graphic. Type 0.06 for the top, bottom, left, and right value and press Enter. If you want to wrap text around the shape of an imported graphic, save the clipping path in the application where you created it. When you place the graphic in InDesign, select the Apply Photoshop Clipping Path option in the Image Import Options dialog box.

Wrapping Text
You can wrap text around text frames, imported graphics, and drawn objects. The object that text wraps around is called the wrap object. When you apply a text wrap to an object, InDesign automatically creates a boundary around the wrap object that repels text. 1. If the Text Wrap palette is not visible, from the Window menu, select Text Wrap. 2. Use the Selection Tool to select the frame you want the text to wrap around. 3. In the Text Wrap palette, click the button for the desired wrap shape: Wrap Around Bounding Box creates a rectangular wrap whose width and height are determined by the bounding box of the selected object.

Apply a Drop Shadow

1. Use the Selection Tool to select the text frame, imported graphic, or drawn object you want to have a drop shadow. 2. From the Object menu, select Drop Shadow. 3. Click the Drop Shadow checkbox to display the drop shadow options. 4. Click the Preview checkbox so you can see the effects as you change the settings. 5. Choose a blending mode from the Mode list. 6. Click the arrow next to Opacity and drag the slider to specify how transparent the shadow should be. 7. Specify the distance between the shadow and the object in the X Offset or Y Offset text box.

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8. Set the Blur amount for how soft the edges of the drop shadow should be. 9. To specify a color for the shadow, from the Color list, select Swatches and select a color swatch from the list. 10. Click OK. You cannot apply a drop shadow to a portion of text. The effect is applied to all of the text in the entire frame.

trace to Arrange, and select Bring to Front, Bring Forward, Send Backward or Send to Back.

Group Objects
You may group objects so you can easily select and modify them as a unit. 1. To select multiple objects, press and hold the Shift key as you use the Selection Tool to select multiple objects. 2. From the Object menu, select Group. Once objects are grouped, the Selection Tool will select all of the objects in the group as a single unit. You may use the Direct Selection Tool (white arrow) to select individual objects within the group. 3. To ungroup objects, use the Selection to select the group. Tool 4. From the Object menu, select Ungroup.

Remove a Drop Shadow

1. Use the Selection Tool to select the text frame, imported graphic, or drawn object that has a drop shadow. 2. From the Object menu, select Drop Shadow. 3. Click the Drop Shadow checkbox. This turns off the drop shadow effect. Click OK.

Stack Objects
Stacking objects allows you to position objects in a particular order. For example you can select an object and bring it to the top of the stack (Bring to Front) or you can select an object and send it to the bottom of the stack (Send to Back). 1. Use the Selection Tool to do one of the following: (1) To select the next object behind a selected object, from the Object menu, trace to Select, and select Next Object Below. (2) To select the next object in front of a selected object, from the Object menu, trace to Select, and select Next Object Above. 2. If the selected object is not the one you want, repeat the above steps until the appropriate object is selected. 3. To move a selected object to the front or back of a stack, from the Object menu,
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Pull Quote
A pull quote is a creative way to draw the readers attention to a specific quote within the text frame. 1. Verify the publication is in Normal View Mode. from 2. Click to select the Type Tool the toolbox. 3. Highlight the quote you want to include in the pull quote. 4. From the Edit menu, select Copy. 5. Click to select the Rectangle Frame Tool from the toolbox. 6. Click, hold, and drag to draw a frame for the pull quote.

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7. Click to select the Type Tool from the toolbox. 8. Click the cursor inside of the frame you drew. 9. From the Edit menu, select Paste. The quote you copied should now be inside of the frame you drew. 10. Use the Selection Tool and drag the text frame into the text frame where you want the pull quote to appear. 11. Make sure the pull quote text frame is still selected. 12. From the Window menu, trace to Type & Tables and select Text Wrap. 13. In the Text Wrap palette, click the third wrap option to wrap text around the objects shape. 14. Specify the distance you want to offset the outside frame from the text frame. Type 0.06 for the top, bottom, left, and right value. 15. Click the Close button to close the Text Wrap palette.

3. If the Swatches palette is not visible, from the Window menu, select Swatches. 4. Verify the Stroke icon is also selected in the Swatches palette. 5. In the Swatches palette, click the color swatch you want to change the color of the stroke or fill to. 6. To change the weight of the stroke, open the Stroke palette. From the Window menu, select Stroke and specify the desired Weight increment. Modify the frame's stroke weight, style, and alignment as desired. 7. To modify the distance between the text and the frame, you must adjust the inset spacing. From the Object menu, select Text Frame Options. Under Inset Spacing, type 0.06 for the top, bottom, left, and right value.

Add a Stroke (Border) to the Frame

When you apply colors in InDesign, its a good idea to use the Swatches palette instead of the Colors palette. Using the Swatches palette to name colors makes it easy to apply, edit, and update colors efficiently for all objects in a publication.

Export an Open Document to PDF

The Export command is one of InDesigns most useful features. The Export command is a translation device for InDesign. If you want to create an Acrobat file, you must export your publication as a Adobe PDF file. 1. From the File menu, select Export. 2. Click the down arrow next to the Save in field and navigate to the folder or disk drive where you want to export your publication. 3. In the File name: field, type a detailed name for your publication. 4. In the Save as type: field, select Adobe PDF. 5. Click Save. 6. Click Export.

1. Use the Selection Tool to select the text frame. 2. Click to select the Stroke icon in the toolbox.

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Packaging a Document
A package is a folder that contains everything necessary to print a document. Instead of manually collecting all the files, the Package feature assembles the files for you. 1. From the File menu, select Package. 2. If you have special instructions for the printer, enter your contact information as well as the printing instructions and click Continue. 3. Click the down arrow next to the Save in field and navigate to the folder or disk drive where you want to save the package. 4. In the Folder Name field, type a name for the folder that will hold all of the packaged files. 5. Click to select the desired options for the package (copy fonts, copy linked graphics, etc.). 6. Click Package to assemble all of the necessary files in the folder. 7. If a Font Alert appears, click OK.

High Resolution OU Graphics

http://www.ohiou.edu/ucm/styleguide/print.html

Galliard and Frutiger Fonts

Ohio Universitys official fonts (Galliard and Frutiger) are available to Ohio University faculty and staff for FREE. To obtain the fonts, please visit Computer Services Test Score window located on the first floor of the Computer Services Center. You must bring your OU ID as well as your departmental account number. Computer Services will NOT charge your department for the installation CD, however they must enter the information into the system in order to maintain the software license. Please be sure to indicate how many computers you intend to install the fonts on.

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