© 2010 Delmar, Cengage Learning Chapter 3 Setting Up A Document

© 2010 Delmar, Cengage Learning

Chapter 3

Setting Up A Document

Chapter Objectives

• Create a new document• Create master pages• Apply master pages to document pages• Place text and thread text• Modify master pages and document pages• Create new sections and wrap text

© 2010 Delmar Cengage Learning

Create a New Document

• You create a new document in the New Document dialog box.

• Here you choose page size, margin size, gutter size and page orientation.



• Page size is equal to the width and height of the final document.– also known as trim size

• Orientation refers to the page being tall or wide.– Portrait orientation is tall and Landscape is

wide



Portrait

Landscape

Enter number of pages in document



• Margins and columns are very useful as layout guides, and they play an important role in flowing text

• Gutter refers to the space between the columns



• Master pages are templates that you create for a page layout.

• Once created, you apply the master page to the document pages you want to base on that layout.



• Master pages are found on the Pages panel• The default master page is called A-Master.• Master pages can be single pages or left and right

facing pages• Everything on a master page is automatically

placed on document pages based on that master



• You use the Pages panel to add, delete, and reorder document pages.

• You also use the Pages panel to add, delete, and apply master pages to document pages.


Default master pageLeft and right master pages

Delete selected pages button

Create new page button


Create a New DocumentSingle master page

Document pages based on the A-Master


• All objects on the master are called master items and function as a place where objects on the document pages are to be positioned.



• Guides are horizontal or vertical lines that you position on a page.

• Guides are used to help guide you in aligning objects on the page.

• When the Snap to Guides command is checked, objects adhere more readily to guides.



• You have a number of options for creating guides.

• You can create them manually by “pulling” them out from the horizontal and vertical rulers.

• You can also use the Create Guides command on the Layout menu.



• You have a number of options for creating guides.

• You can create them manually by “pulling” them out from the horizontal and vertical rulers.

• You can also use the Create Guides command on the Layout menu.




Guides

Gutter

Column



Guide

Guides have a horizontal or vertical location


QUICKTIP

Smart Guides allow you to easily snap objects to other items in your layout, such as aligning edges or the center of the page. When you move or create an object, you will see the smart guides dynamically appear until you have snapped that object into place. By default, the Smart Guides feature is enabled. To turn Smart Guides on or off, Choose View, Grids & Guides, Smart Guides. You can also change the appearance of the Smart Guides through Preferences, Guides and Pasteboard.



• In InDesign, you modify guide colors by selecting them, then clicking the Ruler Guides command on the Layout menu.

• Choosing a new color in the Ruler Guides dialog box affects only the selected guides.

• When you create more guides, they will be created in the default color.



• You modify the color of margins and columns in the Guides & Pasteboard section of the Preferences dialog box.

• The new color affects only new pages in the existing document.



• The Transform panel identifies a selected object’s width and height, and its horizontal and vertical locations on the page.

• You can select an object and change its size and location by changing values on the panel.



• InDesign defines the position of an object using X and Y location values on the Transform panel.

• The zero point of the page is, by default, at the top-left corner of the page.

• X and Y locations are made in reference to that zero point.



• When an object is selected, the X Location value is the horizontal location—how far it is across the page—and the Y Location value is the vertical location—how far it is down the page.




Selected frameis 1" × 1"

Nine reference points

Height text box

Width text box


The top left cornerof this object is 1 inchhorizontally and 1 inchvertically from the zeropoint of the page

Zero point (default)

Selected reference point

X Location value

Y Location value



QUICKTIP

X and Y Location values for circles are determined by the reference points of the bounding box that is placed around circles when they are selected.



QUICKTIP

You can perform calculations in the text boxes on the Transform panel. For example, you could select an object whose width is three inches. By typing 3 - .625 in the W text box, you can reduce the object’s width to 2.375 inches.


• The Control panel docked at the top of the document window by default, is similar to the Transform panel.



• Transform is a term used to describe the act of moving an object, scaling it, skewing it, or rotating it.

• You can transform objects using the Transform panel.



Object rotated from itsOriginal position 90degrees from its lower-leftpoint

Lower-left referencepoint

Rotation angle

Originalposition ofobject



Create Master Pages

• You create new master pages by clicking the New Master command on the Pages panel menu.

• You can name the new master and change margin and column settings


Create Master Pages

• You can base a master page on an existing master page.

• You can also load a master page from another InDesign document.


Create Master Pages

Master pageswith names


Create Master Pages

• To apply a master page to a document page, drag the master page icon on top of the document page icon.


Create Master Pages

Drag master page icon to document page


Create Master Pages

• Items that you may put on a master– Automatic page numbering– Use the Current Page Number command

• Create a text frame, click inside the text frame, click Type, point to Insert Special Character, point to Markers, then click Current Page Number


Create Master Pages

• To create automatic page numbering in a document:– Use the Current Page Number command– Create a text frame, click inside the text frame, click

Type, point to Insert Special Character, point to Markers, then click Current Page Number


Create Master Pages

• The automatic page number represents the individual page numbers that will appear on every page.

• If you add or delete pages, the page numbering is updated automatically.


Create Master Pages

• In text boxes you can insert additional white space before or after a character.

• An em space is equivalent to that of the lowercase letter m in the current typeface at that type size.

• The width of an en space is narrower—that of the lowercase letter n in that typeface at that type size.


Create Master Pages

• You can also insert dashes:– to insert an em dash or an en dash, click Type

on the Application bar, point to Insert Special Character, point to Hyphens and Dashes, then click either Em Dash or En Dash.


Create Master Pages

• Create a new master based on an existing master by clicking the Based on Master list arrow in the New Master dialog box.

Based on Master list arrow


Create Master Pages

• New masters based on others have all of the same master items.

• To override or unlock a master item, press and hold [Shift][Ctrl] (Win) or [Shift] [command key] (Mac) to select those objects on the new master.

• Make necessary changes to new master.


Place Text and Thread Text

• To place text, create a text box, click inside it, then click the Place command on the File menu.

• Find the text document that you want to place, then click Open.

• Click the loaded text icon inside the text box or drag to create a new text box.



• To place text, create a text box, click inside it, then click the Place command on the File menu.

• Find the text document that you want to place, then click Open.

• Click the loaded text icon inside the text box or drag to create a new text box.



• InDesign provides many options for threading text—linking text from one text frame to another.

• Text frames have an in port and an out port.• Overset text is indicated by a red plus sign in

the out port. Click the overset text icon to thread text to another text box.



Overset text icon



• Text threads show how text is linked from one text box to another.

• To view text threads, click View on the Application bar, then click Show Text Threads.



Text thread


Modifying Master Pages

• You can override a master item by pressing and holding [Shift][Ctrl] (Win) or [Shift] [command] key (Mac) while clicking a master item. This unlocks the item making it easily modified.– Known as a local change

• To remove an override, click the Pages panel list arrow, then click Remove All Local Overrides.


Modifying Master Pages

• Detach master items that you no longer want associated with master pages.

• First override the master item, then click the Pages panel list arrow, and click Detach Selection From Master.


Create New Sections and Wrap Text

• Sections are pages in a document where page numbering changes.

• To create new sections, click the page icon in the Pages panel where you want to new section to start.

• Choose the Numbering & Section Options command on the Pages panel menu.



• The New Section dialog box opens.• Choose a number style and determine which

page the new style should begin on.



New section will begin by listing this number—in the style specified below—as the page number on the document page

Style



• Wrapping Text Around a Frame– When you position a text frame or a graphics

frame near another frame that contains text, you can apply a text wrap to the overlapping frame in order to force the underlying text to wrap around it.

• The Text Wrap panel offers many choices.


Create New Sections and Wrap TextWrap aroundbounding boxbutton

Wrap aroundobject shapebutton

No text wrapbutton



Selected frame with offset bounding box

Offset section of Text Wrap panel


Documents

© 2010 Delmar, Cengage Learning Chapter 3 Setting Up A Document