Access Glyphs From The Type Menu

Published Date: 02 Nov 2017

Change from the Text Tool to the Pointer Tool and click over your text. You will notice that your text has been placed into a �box� of sorts. This is called an Element. Many objects and all of your text must be within an Element; there is no �freestanding� text in an InDesign document as you might find in a Microsoft Word document.

Using the Pointer Tool, you can move the Element of text around to anywhere you like on the page. Using the �grippers� on the corners of the Element, you can adjust the width and length of the Element. If you do not specify a length for the Element, it will expand according to the length of your text, however, if you adjust the length of the Element to be smaller than your text, your text will not be visible. A red tab below the Element indicates that there is more content within the Element that is not visible.

Set text input format and style

A common way to format and manipulate your text is to use the Type Menu at the top of the screen. You will notice the first few items under the pull down menu are rather basic and self-explanatory (such as font, size, style, etc.), however, there are other more advanced features used for formatting text under the Type Menu.

Story Editor

InDesign allows you to edit your text using Editor a word processor-style view of it called the Story Editor. A story is any individual text frame or set of threaded text frames. Any changes that you make in the Story Editor will be applied to the document.

To display the Story Editor, select text using the Type Tool or select a text frame with the Selection tool, and press Ctrl + Y. When you have finished in Story Editor, you can return to the layout view, using the shortcut�Ctrl + W

The story editor is useful when:

You want to concentrate on content, not formatting (as most formatting does not display in the Story Editor view).

You need to view your text so that it is easy to read (if your formatted page has text flowing through multiple columns or text that is small and hard to read, the Story Editor makes the text easier to read and edit).

Choose Preferences > Story Editor Display,�if you want a large, easy to read font for the Story Editor display, different from the font used to format the text in the layout.

NOTE: Text in table cells cannot be edited in the Story Editor.

b. Control Palette

Another way to adjust the font, style, and size of your text is to use the Control Palette.

The Control Palette is full of quick formatting options used to manipulate the text, images, and shapes you place in your document. It should be displayed at the top of your screen; if it is not, click Window > Control

c. Set character spacing and apply kerning for certain characters

Formatting text

To change the appearance of text, use the Control Panel. When text is selected or when the insertion point is placed in text, the Control panel displays either the character formatting controls or the paragraph formatting controls, or a combination of both. These same text formatting controls appear in the Character Panel and Paragraph Panel. You can also use these Panels to format text.

Figure 4.13

The Character Panel (left) and the Paragraph Panel (right)

Note the following methods of formatting text:

To format characters, you can use the Type tool� �to select characters, or you can click to place the insertion point, select a formatting option, and then begin typing.

To format paragraphs, you don�t need to select an entire paragraph�selecting any word or character, or placing the insertion point in a paragraph will do. You can also select text in a range of paragraphs.

In the Control Panel, click the Character Formatting Control icon� �or the Paragraph Formatting Control icon .

Figure 4.14

The Character Formatting icon and Paragraph Formatting icon

Paragraph formatting controls

Specify formatting options.

Adjust word and letter spacing in justified text

Insert the cursor in the paragraph you want to change, or select a type object or frame to change all of its paragraphs.

Choose Justification from the Paragraph panel menu.

Enter values for Word Spacing, Letter Spacing, and Glyph Spacing. The Minimum and Maximum values define a range of acceptable spacing for justified paragraphs only. The Desired value defines the desired spacing for both justified and unjustified paragraphs:

Word Spacing -- The space between words that results from pressing the spacebar. Word Spacing values can range from 0% to 1000%; at 100%, no additional space is added between words.

Letter Spacing -- The distance between letters, including kerning or tracking values. Letter Spacing values can range from ?100% to 500%: at 0%, no space is added between letters; at 100%, an entire space width is added between letters.

2. Set character spacing and apply kerning for certain characters

About leading

Leading is the vertical space between lines of type. Leading is measured from the baseline of one line of text to the baseline of the line above it.�The baseline�is the invisible line on which most letters sit.

The default auto-leading option sets the leading at 120% of the type size (for example, 12?point leading for 10?point type).

Change leading

By default, leading is a character attribute, which means that you can apply more than one leading value within the same paragraph. The largest leading value in a line of type determines the leading for that line. However, you can select a preferences option so that leading applies to the entire paragraph, instead of to text within a paragraph. This setting does not affect the leading in existing frames.

ii. Change leading of selected text

Select the text you want to change, and do any of the following:

In the Character Panel or Control Panel, choose the leading you want from the Leading menu .

Select the existing leading value and type a new value.

While creating a paragraph style, change the leading using the Basic Character Formats panel.

About kerning

Kerning�is the process of adding or subtracting space between specific pairs of characters.�Tracking�is the process of loosening or tightening a block of text.

Types of kerning

You can automatically kern type using metrics kerning or optical kerning.�Metrics kerning�uses kern pairs, which are included with most fonts. Kern pairs contain information about the spacing of specific pairs of letters. Some of these are: LA, P., To, Tr, Ta, Tu, Te, Ty, Wa, WA, We, Wo, Ya, and Yo.

InDesign uses metrics kerning by default so that specific pairs are automatically kerned when you import or type text. To disable metrics kerning, select��0�.

Optical kerning adjusts the spacing between adjacent characters based on their shapes. Some fonts have big differences between capitals and low cap font variations. This means that the differences in size may make a capital letter next to a small letter not read as though they are one word. In this instance, you may want to use the�optical kerning�option.

You can also use�manual kerning,�which is ideal for adjusting the space between two letters. Tracking and manual kerning are cumulative, so you can first adjust individual pairs of letters, and then tighten or loosen a block of text without affecting the relative kerning of the letter pairs.

3. Use indent and outdent

Indents move text inward from the right and left edges of the frame. In general, use first?line indents, not spaces or tabs, to indent the first line of a paragraph.

A first-line indent is positioned relative to the left-margin indent. For example, if a paragraph�s left edge is indented 4mm, setting the first-line indent to 4mm indents the first line of the paragraph 8mm from the left edge of the frame or inset.

You can set indents using the Tabs dialogue box, the Paragraph panel, or the Control panel. You can also set indents when you create bulleted or numbered lists.

Figure 4.15

Setting indents

Set an indent using the Tabs dialogue box

Using the Type Tool, click in the paragraph you want to indent.

Choose Type�> Tabs to display the Tabs dialog box.

Do one of the following to the indent markers� �in the Tabs dialog box:

Drag the top marker to indent the first line of text.

Drag the bottom marker to move both markers and indent the entire paragraph.

Figure 4.16

Setting indents using the Tabs dialogue box

b. Set indents using the Paragraph panel or the Control panel

Using the Type Tool, click in the paragraph you want to indent.

Adjust the appropriate indent values in the Paragraph panel or Control panel. For example, do the following:

To indent the entire paragraph one pica, type a value (such as�4mm) in the Left Indent box� .

To indent only the first line of a paragraph one pica, type a value (such as�4mm) in the First Line Left Indent box .

c. Create a hanging indent

In a hanging indent, all the lines in a paragraph are indented except for the first line. Hanging indents are especially useful when you want to add inline graphics at the beginning of the paragraph.

4. Create paragraph style and character style

Polished, professional print documents are pleasant to look at, easy to read, and they grab the attention of their intended audiences. The most obvious, yet most often overlooked attribute of the electronic document is the use of fonts.

One of the most crucial aspects of creating clean documents involves the consistent use of one, two or, at the very most, three fonts throughout the entire electronic document. Rarely would the average reader pick up on this subtlety, but rest assured they would if you failed to follow this rule. They would feel uncomfortable or would not continue reading your document.

While it is acceptable to use different variations of the same font (bold, italic, different sizes, etc.), a document cluttered with numerous fonts will definitely leave readers disinterested and confused by the lack of continuity.

InDesign allows you to designate character styles using the font variations of your choice and automatically apply those styles to the text of your choosing within your document.

Alignment

To adjust the alignment or justification of a text element, do the following:

Switch to the Text Tool and highlight your block of text.

Click Type > Paragraph. You are given nine options of alignment for text; Left, Right, Centre, Justify Left, Justify Right, Justify Centre, Justify All, Align Towards Spine, and Align Away From Spine.

Notice that if you select Centre, for example, your text will always remain centred within the Element, even if you adjust the width of the Element.

Figure 4.17

Text alignment

b. Paragraph and character styles

How to Create Paragraph Styles in InDesign

In the upper right corner of the document, you should find a palette with a Paragraph Styles Tab. Click on this tab, and then click on the New Paragraph Style button in the lower right corner of the palette box. This will add an undefined paragraph style to the list.

Double-click on the undefined paragraph style to open the Paragraph Style Options window. In this window, you will be able to define the�paragraph�style by name and alter it to numerous specifications using the tab list on the left side of the window. Some features of note:

The Basic Character Formats tab defines the font, its size, style, tracking leading and more.

Use the tabs for indents and spacing, tabs and paragraph rules to designate the look of the paragraph, from the indentation of the first paragraph line to how far apart lines and letters should be spaced.

Use the Hyphenation tab to designate whether you'd like words to be hyphenated when they extend to the next line, or the Justification tab to automatically space words within paragraphs to uniformly align each paragraph line.

ii. Applying paragraph styles in your InDesign document

Once your paragraph styles are defined and designated, they are always within reach on the�Paragraph�Styles Palette. To apply these styles, simply highlight the desired text and click on the paragraph style of your choice to automatically outfit the text with that style.

The ability to create custom paragraph and character styles is an excellent time-saving feature. This pane is visible in the work area by default, and if you have hidden it for some reason, you can bring it up by pressing Control + F11. You can create styles exactly to your liking using many options; and then you can apply them to a portion of text with just one click.

Character styles work in a similar way, but they don�t have to be separated by the paragraph indents. This is very useful for highlighting words and phrases in a paragraph. You can even embed a character style in a paragraph and then define variables to apply it to certain words or before certain characters.

iii. Glyphs

These are worth mentioning. With them, you can explore all of the characters in a font, which is handy when you are looking for a particular symbol or working in a language that has accented characters.

Figure 4.18

Access glyphs from the Type menu

Figure 4.19

Example of glyphs

5. Create contents with tab functions

A table of contents (TOC) lists the contents of a book, magazine, or other publication. It may display a list of illustrations, or credits; or include other information to help readers find information in a document or book file.

A table of contents consists of a heading and a list of entries sorted either by page number or alphabetically. Entries, including page numbers, are pulled directly from content in your document and can be updated at any time.

The process for creating a table of contents requires three main steps. First, create and apply the paragraph styles you want to use as the basis for the TOC. Second, specify which styles are used in the TOC and how the TOC is formatted. Third, flow the TOC into your document.

Table of contents entries can be automatically added to the Bookmarks panel for use in documents exported as Adobe�PDF.

You can load TOC styles from other documents or books to build new tables of contents with the same settings and formatting. (You might need to edit an imported TOC style if the names of paragraph styles in the document do not match those in the source document.)

You can create paragraph styles for the table of contents� title and entries, including tab stops and leaders, if desired. You can then apply these paragraph styles when you generate the table of contents.

You can create character styles to format the page numbers and the characters separating them from the entries. For example, if you want the page numbers to be in bold, create a character style that includes the bold attribute, and then select that character style when you create the table of contents.

Creating tables of contents in books

Before you create a table of contents, verify that the book list is complete, that all documents are listed in the correct order, and that all headings have been formatted with the appropriate paragraph styles.

Ensure that you have used paragraph styles consistently throughout the book. Avoid creating documents with styles that have identical names but different definitions.

If you want number prefixes (such as 1-1, 1-3, and so on) to appear in your table of contents, use section numbering rather than chapter numbering. Section number prefixes can be included in a table of contents.

b. Generate a table of contents

Before you generate a table of contents, decide which paragraphs should be included (such as chapter titles and section headings), and then define paragraph styles for each. Make sure that these styles are applied to all appropriate paragraphs in the document or booked documents.

When you generate the table of contents, you can also use paragraph and character styles to format the table of contents.

If you are creating a table of contents for a single document, you may want to add a new page at the beginning of the document.

If you are creating a table of contents for multiple documents in a book, create or open the document to be used for the table of contents, make sure that it is included in the book, and then open the book file.

Figure 4.20

Layout�> Table of Contents

If you have defined a TOC style that has the appropriate settings for your TOC, you can choose it from the TOC Style menu.

In the Title box, type a title for your TOC (such as�Contents�or�List of Figures). This title will appear at the top of the table of contents. To format the title, choose a style from the Style menu.

Select Include Book Documents to create a single table of contents for all documents in the book list, and to re-number the book�s pages. De-select this option if you want to generate a table of contents for the current document only. (This option is dimmed if the current document is not part of a book file.)

Determine which content you want to include in the table of contents by double-clicking paragraph styles in the Other Styles list to add them to the Include Paragraph Styles list.

Select Replace Existing Table of Contents to replace all existing table of contents stories in the document. De-select this option if you want to generate a new table of contents, such as a list of figures.

Specify options to determine how each paragraph style in the table of contents is formatted.

NOTE: It is a good idea to define a TOC style that contains the formatting and other options for your table of contents. To do so, click Save Style. You can also create TOC styles by choosing Layout�> Table of Contents Styles.

Click�OK.

A loaded text cursor� �appears. Before you click, you can move to a different page or create a new page without losing the loaded text.

Click or drag the loaded text cursor on a page to place the new table of contents story.

NOTE:�Avoid threading the TOC frame to other text frames in the document. If you replace the existing TOC, the entire story will be replaced by the updated TOC.

c. Create or import TOC styles

If you need to create different tables of contents in your document or book, or if you want to use the same TOC formatting in another document, create a TOC style for each type of TOC. For example, you can use one TOC style for a list of contents and another for a list of advertisers, illustrations, or photo credits.

NOTE:�Don�t confuse TOC styles with paragraph styles that have a �TOC� prefix. TOC-prefixed paragraph styles (for example �TOC title�) are used to format the table of contents entries themselves. In contrast, a TOC style is a collection of settings used to automatically create a table of contents.

d. Create a TOC style

Layout�> Table of Contents Styles.

Click New.

Type a name for the TOC style you are creating.

In the Title box, type a title for your TOC (such as�Contents�or�List of Figures). This title will appear at the top of the table of contents. To specify a title style, choose a style from the Style menu.

From the Other Styles list, select the paragraph styles that represent content you want to include in the table of contents, and then click Add to add them to the Include Paragraph Styles list.

Specify options to determine how each paragraph style is formatted.

e. Import TOC styles from another document

Layout�> Table of Contents Styles

Click Load, select the InDesign file containing the TOC styles you want to copy, and then click Open.

Click�OK.

NOTE:�If the paragraph styles in your document do not match the paragraph styles in the TOC style you import, you will need to edit the TOC style before generating a table of contents.

Options for formatting a table of contents

When generating or editing a table of contents, use these options to determine the appearance of the generated table of contents text. Some of these options are available only when you click More Options in the dialogue box.

NOTE:�The settings in the Style section apply only to the style currently selected under Include Paragraph Styles. You can specify different formatting options for each style.

6. Create brochure pages

Formative assessment task 2: Create a brochure

This is an individual assessment task. For this activity you will need to create a brochure

Task requirements:

Create a brochure from the following themes:

Sports Day � you may take photographic images of a sport event, perhaps a match played at your college (you may use found imagery)

Social Event � you may take photographic images of a social event, at your college or at home (you may use found imagery) of a group dance

My Home Town � you may use photographic images of your home town (or any other town), you may use found imagery of a town.

You can decide on a theme of your choice that involves a sequence of images. This sequence has to tell a story: beginning, middle and end, with a minimum of three images, and a maximum of five.

You will submit the series of images to your lecturer digitally as jpeg files, and a one page (about 500 words) document explaining the brochure layout and typographical features that you have used.

First, discover What about the event you might want to communicate?

Plan and prepare your brochure using conceptualisation, and thumbnail sketching techniques that you have discovered in this book

Your planning will consist of concept sketches which you will attach to your final task

Consider the use of elements and principles of design

You may include text in the form of headings or titles about your event in the brochure.

You will present your brochure to your lecturer, and student body in a formative assessment

(Note: this is a formal presentation, you have to plan what you will say and how you will say it)

Submission Requirements:

Electronic document-based Assessment Task (with planning document, and a typed document explaining processes)

The task will be submitted as an InDesign file .indt to allow your lecturer to see that you have used:

The basic InDesign Format

A Summary Note Library

Layering

Set Guides or Applied Grids

Type the following details clearly at the beginning of your assessment task: your name, surname and student number; the name and number of this task, the name of this subject as well as your lecturer�s name.

Assessment criteria Rating Achievement

No 1 2 3 4 5

Create documents and different layouts

1 Have you used the basic document format of InDesign?

2 Have you used an InDesign template?

3 Have you used InDesign summary note library?

4 Have you used layering?

5 Have you set the guides and applied grids?

Design typographical features

6 Have you set text input format and style?

7 Have you used indent and outdent features?

8 Have you created paragraph styles and character styles?

9 Have you set character spacing and applied kerning for certain characters?

10 Have you created contents with tab functions?

11 Have you created brochure pages?

12 Have you clearly marked your assessment task (name, surname and student number including name of task and lecturer)?

Image Formats

InDesign can import many image formats (including JPEG, PNG, EPS, PICT, PDF, PSD and TIFF). If you are preparing a file for print, make sure the images are in an acceptable format.

If you are using a file format that allows for low-resolution settings, such as JPEG, check that the images have a resolution of 300 pixels per inch (PPI) and are saved in CMYK Color Mode. Place images at no higher than 100% of their size, to limit pixelation.

b. Importing PSD Files

Being able to import PSD (Photoshop) files into InDesign is extremely useful when working with elaborate graphics that have transparent or semi-transparent elements, especially if they are to be placed over coloured backgrounds or textures.

Another useful feature is the ability to turn the layers in a PSD file on and off directly in InDesign (i.e. without having to open Photoshop). PSDs take up significant memory, which can sometime cause problems when exporting as PDF. Avoid PSD files for simple images that could just as easily be flattened when saved as JPEG, TIFF or EPS.

c. Transparency Flattening Presets

You can create custom transparency settings by going to Edit > Transparency Flattener Presets

Figure 4.21

Edit > Transparency Flattener Presets

In most cases, the �High Resolution� setting will suffice. You can make sure this preset is used when exporting to PDF by going to File > Export, selecting PDF and then clicking on the �Advanced� tab. You can now set the �Transparency Flattener� option to �High Resolution� by default.

Figure 4.22

Set the Transparency Flattener option to �High Resolution� by default

d. Copy and Paste

One feature of the Adobe Creative Suite is the ability to copy and paste between its applications. But just because you can do this does not mean you should. Vector files should still be created in Illustrator, and raster images should be saved in Photoshop. Not only will you be able to maintain control of these elements, but you will be saved from having to update every single occurrence of a given element in multi-page documents. Keep a given graphic in a separate Illustrator or Photoshop file, and you will be able to update all occurrences of it with one click.

Every image in an InDesign document can be viewed from the Links palette. Bring it up by going to Window > Links or by pressing Control + Shift + D. You can update placed images or check their locations directly from the Links Palette. To bring up the Links menu, select the name of the image and click on the arrow to the right.

Figure 4.23

The Links menu

e. Working with Colour

InDesign is set up exactly like Illustrator in terms of using colours. You have the option of working with colour sliders directly, and in either RGB or CMYK mode (remember to use CMYK if creating a document for print!).

InDesign includes thousands of colour options as well as the ability to mix and create your own colours. After opening a new document, the Colours Palette window should appear on the right-hand side of the screen. If it is not there, click Window > Colour.

Figure 4.24

The Colour Palette

Press F5 to bring up the Colour Palette, and adjust the RGB/CMYK values in the sliders to change the colour of the fill or stroke.

The Colour Palette and Effects Palette are included in the same window. Make sure that the "colour tab� is selected at the top of the window. InDesign includes 10 default colour options within the Swatches Palette. These colours are selected from the two common colour models: RGB and CMYK. (Use RGB colours if your output will be on a computer or TV screen. Use CMYK colours for print documents.)

To add a colour to your Swatches Palette, click the arrow at the top right of the Colour Palette and click New Colour Swatch. A dialogue box will appear allowing you to customise colours that you can add to your Swatches Palette

You can change from CMYK to RGB by clicking the box next to Colour Mode. Using the Mixer at the bottom of the menu, adjust the units of each colour accordingly. When the colour looks the way you want it to, give the colour a name. Click Add to make the colour available on your palette. You can remove colours from the Swatches Palette by clicking and dragging.

You could also select a colour from the Swatches Palette or add a new swatch. Bring up the Swatches Palette by pressing F6. Saving a colour as a swatch makes sense if you use it frequently. Alternatively, you could import swatches that you have already created in Illustrator or Photoshop.

Figure 4.25

The Swatches Palette

D. Use a master page and grid system

Learning Outcomes

Student should be able to:

Use a page panel

Use a master page

Create automatic page numbering

Create a table

Design and edit a fashion magazine and calendar

Use a page panel

We have already covered this in section B number 6 of this topic. Check and revise these details on page panels.

2. Use a master page

When you have a multiple-page document, such as a brochure or catalogue, using master pages will save you time. Master pages are used to automatically insert layout elements on various pages. All elements of the master page are placed onto any page you choose, and these are by default not selectable, which allows you to further develop the page without worrying about accidentally modifying the pre-defined elements (such as page numbers, grids and guides, and graphic elements).

To set them up, bring up the Pages Palette and double-click on �A-Master.�

Figure 4.26

Set up Master pages

Add all of the elements that are repeated throughout most of your document: guides, page numbers, a running text box, image frames, graphic elements, etc. You can have more than one set of master pages in a document, which is particularly useful for brochures, whose content often varies (for example, with a mostly textual introduction followed by image-heavy pages).

To apply your master page to new pages, simply drag it from the Master Pages Pane onto the Pages Pane in the palette. If you�ve already started working on layout elements but forgot to make a master page, you can turn any page into a master page. Just drag it from the Pages Pane to the Master Pages Pane.

You can modify master page elements on a particular page if you need to click on it while holding down or Shift + Control. Now you can select and edit it on the page you are working on while leaving it unchanged on all other pages.

3. Create automatic page numbering

You can add a�current page number�marker to your pages to specify where a page number sits on a page and how it will look. Because a page number marker updates automatically, the page number it displays is always correct�even as you add, remove, or rearrange pages in the document. Page number markers can be formatted and styled as text.

Add a page number marker to a master page

Page number markers are commonly added to master pages. When master pages are applied to document pages, the page numbering is updated automatically, similar to headers and footers.

Figure 4.27

Page number on master A (left) and page 5

based on the same master (right)

If the automatic page number is on a master page, it displays the master page prefix. On a document page, the automatic page number displays the page number. On a pasteboard, it displays�PB.

In the Pages Panel, double-click the master page to which you want to add your page number.

Create a new text frame large enough to hold the longest page number and any text you want to appear next to it. Position the text frame where you want the page number to appear.

If your document has facing pages, create separate text frames for the left and right master pages.

In the page number text frame, add any text that will come before or after the page number (such as �Page �).

Position the insertion point where you want the page number to appear, and then choose Type�> Insert Special Character�> Markers�> Current Page Number.

Apply the master page to the document pages on which you want the page numbering to appear.

b. Change the page numbering style

By default, pages are numbered using Arabic numerals (1, 2, 3...); however, you can number pages using upper or lowercase Roman (i, ii, iii...) or alphanumeric (a, b, c...) numbering. You can also number pages using preceding zeros. Each part of the document that uses a different numbering style is called a�section.

Use the Numbering & Section Options dialogue box to change the page numbering style to use a different format. You can also use this dialogue box to restart page numbering or to start page numbering at a number you specify.

In the Pages Panel, select the page where you want the new numbering style section to begin.

Choose Layout > Numbering & Section Options.

Specify options, and then click OK.

A section indicator icon� �appears above the page icon in the Pages panel, indicating the start of a new section.

NOTE:�If a number or letter appears before the current page number you inserted, it means a section prefix is included. If you don�t want this prefix, de-select Include Prefix When Numbering Pages in the Numbering & Section Options dialogue box.

4. Create a table

A table consists of rows and columns of cells. A cell is like a text frame in which you can add text, graphics, or other tables. You can create tables from scratch or by converting them from existing text.

When you create a table, the new table fills the width of the container text frame. A table is inserted on the same line when the insertion point is at the beginning of the line, or on the next line, when the insertion point is in the middle of a line.

Tables flow with surrounding text just as inline graphics do. For example, a table moves through threaded frames when the text above it changes in point size or when text is added or deleted. However, a table cannot appear on a text-on-path frame.

Create a table from scratch

The table you create fills the width of the text frame.

Using the Type Tool, place the insertion point where you want the table to appear.

Table�> Insert Table.

Specify the numbers of rows and columns.

If your table contents will continue on more than one column or frame, specify the number of header or footer rows in which you want the information to be repeated.

(Optional) Specify a table style.

Click�OK.

The row height of a table is determined by the specified table style. For example, a table style may use cell styles to format different parts of the table. If any of these cell styles include paragraph styles, the leading value of the paragraph styles determines the row height of that area. If no paragraph style is used, the document�s default slug determines the row height. (The slug is based on the leading value. In this context, a�slug�is the approximate height of the highlighting in selected text.)

b. Create a table from existing text

Before you convert text to a table, make sure that you set up the text properly.To prepare the text for conversion, insert tabs, commas, paragraph returns, or another character to separate columns. Insert tabs, commas, paragraph returns, or another character to separate rows. (In many instances, text can be converted to a table without having to be edited.)

Using the Type Tool, select the text you want to convert to a table.

Table�> Convert Text to Table.

For both Column Separator and Row Separator, indicate where new rows and columns should begin. Choose Tab, Comma, or Paragraph, or type the character, such as a semicolon�(;), in the Column Separator and Row Separator field. (Any character you type appears in the menu the next time you create a table from text.)

If you specify the same separator for columns and rows, indicate the number of columns you want the table to include.

(Optional) Specify a table style to format the table.

Click�OK.

If any row has fewer items than the number of columns in a table, empty cells fill out the row.

c. Importing tables from other applications

When you use the Place command to import an MS Word document that includes tables, or an MS Excel spreadsheet, imported data is an editable table. You can use the Import Options dialog box to control the formatting.

You can also paste data from an Excel spreadsheet or a Word table into an InDesign document. The Clipboard Handling preference settings determine how text pasted from another application is formatted. If Text Only is selected, the information appears as unformatted tabbed text, which you can then convert to a table. If All Information is selected, the pasted text appears in a formatted table.

If you are pasting text from another application into an existing table, insert enough rows and columns to accommodate the pasted text, select the Text Only option in Clipboard Handling preferences, and make sure that at least one cell is selected (unless you want to embed the pasted table into a cell). If you want more control over formatting the imported table, or if you want to maintain a link to the spreadsheet formatting, use the Place command to import the table.

d. Data Import

This feature is useful when working with tables given to us by clients, e.g. Excel spreadsheet of price listings and item features that have to be made presentable for a catalogue or sales collateral. Many designers recreate these tables from scratch to make them clean and attractive, but this can be time-consuming, especially with large tables.

You can import the client�s table from Excel and style it however you want. Use the �Place file� option in the File Menu (or Control + D), select �Show import options� and you�ll be able to define the cells to import on the next screen and then style them as a group.

Figure 4.28

Import data from Microsoft Excel

5. Edit and design a fashion magazine and calendar

Formative assessment task 3: Create a calendar

This is an individual assessment task. For this activity you will need to create a calendar.

Task requirements:

Create a Calendar from the following themes. You may use your own photographic images, or found imagery from the Internet:

Seasons of the Year

Zodiac Signs (Star Signs)

Farming Seasons

You can also decide on a theme of your choice that involves a sequence of images. This sequence has to tell a story: beginning, middle and end, with a maximum of twelve images.

You will submit the series of images to your lecturer digitally as jpeg files, and a one page (about 500 words) document explaining the calendar layout and typographical features that you have used

First, discover what about the theme you might want to communicate?

Plan and prepare your calendar using conceptualisation, and thumbnail sketching techniques that you have discovered in this book

Your planning will consist of concept sketches which you will attach to your final task

Consider the use of elements and principles of design

You may include text in the form of headings, titles and numbers in the calendar.

You will submit your calendar to your lecturer, and student body in a formative assessment

(Note: this is a formal presentation, you have to plan what you will say and how you will say it)

Submission Requirements:

Electronic document-based Assessment Task (with planning document, and a typed document explaining processes)

The task will be submitted as an InDesign file .indt to allow your lecturer to see that you have used:

The basic InDesign format

A Summary Note Library

Layering

Set Guides or Applied Grids

A page panel

A master page

Automatic page numbering

A table

Edited your calendar (for this you may have to submit a 1st and 2nd draft) to show how you have edited it.

Type the following details clearly at the beginning of your assessment task: your name, surname and student number; the name and number of this task, the name of this subject as well as your lecturer�s name.

Assessment criteria Rating Achievement

No 1 2 3 4 5

Create documents and different layouts

1 Have you used the basic document format of InDesign?

2 Have you used an InDesign template?

3 Have you used InDesign summary note library?

4 Have you used layering?

5 Have you set the guides and applied grids?

Design typographical features

6 Have you set text input format and style?

7 Have you used indent and outdent features?

8 Have you created paragraph styles and character styles?

9 Have you set character spacing and applied kerning for certain characters?

10 Have you created contents with tab functions?

11 Have you created brochure pages?

Use a master page and grid system

12 Have you used a page panel?

13 Have you used a master page?

14 Have you created automatic page numbering?

15 Have you created a table?

16 Have you edited and designed a calendar?

12 Have you clearly marked your assessment task (name, surname and student number including name of task and lecturer)?

Formative assessment task 4: Create and edit a fashion magazine

This is an individual assessment task. For this activity you will need to create a fashion magazine.

Task requirements:

This is an individual assessment task. For this activity you will need to create a fashion magazine from the following themes. You may use your own photographic images, or found imagery from the Internet:

Woman�s Magazine

Men�s Magazine

Teen�s Magazine

You can also decide on a theme of your choice that may focus your magazine (e.g. Teen�s Hip Hop Fashion Magazine; which means that you will be dealing with Hip Hop Fashion). This magazine will involve a sequence of images. This sequence has to tell a story: beginning, middle and end, with a maximum of twelve images.

You will submit the series of images to your lecturer digitally as jpeg files, and a one page (about 500 words) document explaining the magazine layout and typographical features that you have used

First, discover what about the theme you might want to communicate?

You are not required to create a whole magazine, but you have to include the following sections:

Front Page

DPS Advert

One page advert

Contents Page

Fashion Features Page: 3-5 pages

Plan and prepare your magazine using conceptualisation, and thumbnail sketching techniques that you have discovered in this book

Your planning will consist of concept sketches which you will attach to your final task

Considering the use of elements and principles of design

You may include text in the form of or headings, titles and page numbers in the magazine.

You will submit your magazine to your lecturer, and student body in a formative assessment (Note: this is a formal presentation, you have to plan what you will say and how you will say it)

Submission Requirements:

Electronic document-based Assessment Task (with planning document, and a typed document explaining processes)

The task will be submitted as an InDesign file .indt to allow your lecturer to see that you have used:

The basic InDesign Format

A Summary Note Library

Layering

Set Guides or Applied Grids

A page panel

A master page

Automatic page numbering

A table

Edited your magazine (for this you may have to submit a 1st and 2nd draft) to show how you have edited it.

Type the following details clearly at the beginning of your assessment task: your name, surname and student number; the name and number of this task, the name of this subject as well as your lecturer�s name.

Assessment criteria Rating Achievement

No 1 2 3 4 5

Create documents and different layouts

1 Have you used the basic document format of InDesign?

2 Have you used an InDesign template?

3 Have you used InDesign summary note library?

4 Have you used layering?

5 Have you set the guides and applied grids?

Design typographical features

6 Have you set text input format and style?

7 Have you used indent and outdent features?

8 Have you created paragraph styles and character styles?

9 Have you set character spacing and applied kerning for certain characters?

10 Have you created contents with tab functions?

11 Have you created brochure pages?

Use a master page and grid system

12 Have you used a page panel?

13 Have you used a master page?

14 Have you created automatic page numbering?

15 Have you created a table?

16 Have you edited and designed a fashion magazine?

12 Have you clearly marked your assessment task (name, surname and student number including name of task and lecturer)?

E. Utilise graphics

Learning Outcomes

Student should be able to:

Insert various images

Manage image links in efficient ways

Use clipping paths for editing

Use frame and contour

Edit and design a CD label and a magazine cover page

Nearly every InDesign document will contain text, and/or graphics. Using the three together takes thorough knowledge of InDesign�s capabilities.

For the purposes of this tutorial, it is important to understand the kind of �objects� to which this tutorial refers:

Text (Element) - A block of text within a defined �text box�

Image - A picture file with one of the following extensions: .jpg, .gif, .tif, .pct, .bmp.

Graphic - Tables, charts, graphs, vector art, etc. created in another software-programme such as Microsoft Excel or Adobe Illustrator.

InDesign is a linking device; it does not create images or graphics, rather, it pulls existing ones from various places and allows you to arrange them; therefore, when inserting images and graphics into your document, you should never use the �copy & paste� technique. Instead, save your images and graphics in the same folder as your InDesign document, and �link� them into the document (discussed in the next section). You can view the source location of the images and graphics that are linked into your document by going to the Links Palette

Insert various images

Placing Images

Place is the function used to insert an image into your document. It is comparable to Microsoft Word�s �Insert Picture from File� function. When you Place something into your document, it is "linked" to the document from its current location (as previously mentioned). Therefore, it is recommended that you store all of your content for your document in the same location.

To Place an image into your document do the following:

Make sure the Pointer Tool is selected. (If the Text Tool is selected when placing an image, the image will insert within a blank Element - not as an independent unit. Images within Elements are difficult to format and reposition.)

Go to File > Place.

Navigate through the pull down menus to find the file that you want to insert. Select the file and Click OK

Your cursor will change into a small grey picture box that represents your �unplaced� image. Find the approximate location where you want to drop the image and click the mouse once.

Once you have Placed the object, switch to the Pointer Tool to move the object to the precise location where you want it. If you want to resize your image, single-click on your image, click the Free Transform Tool and you can resize it using the �grippers� � little black squares - that surround the image.

Click and drag a gripper inward or outward to expand or shrink you image as desired. If you would like to maintain the original proportions of the image when you resize it, hold down the Shift key as you perform the resizing action.

2. Manage image links in efficient ways

When you place a graphic, you see a screen-resolution version of the file in the layout so that you can view and position it. However, the actual graphic file may be either�linked or�embedded.

Linked artwork is connected to, but remains independent of, the document, resulting in a smaller document. You can modify linked artwork using transformation tools and effects; however, you cannot select and edit individual components in the artwork. You can use the linked graphic many times without significantly increasing the size of the document; you can also update all links at once. When you export or print, the original graphic is retrieved, creating the final output from the full resolution of the originals.

Embedded artwork is copied into the document at full resolution, resulting in a larger document. You can control versions and update the file whenever you like; as long as the artwork is embedded, your document is self-sufficient.

To determine if artwork is linked or embedded, or change its status from one to the other, use the Links Panel.

If the bitmap image you place is 48K or smaller, InDesign automatically embeds the full resolution image instead of the screen-resolution version in your layout. InDesign displays these images in the Links Panel, so that you can control versions and update the file whenever you like; however, the link is not necessary for optimal output.

NOTE:�If you move a document to another folder or disk (for example, if you take it to a Client or to be printed, be sure that you also move the linked graphics files. They are not stored inside the document. You can copy all related files automatically, using the Preflight and Package features.

3. Use clipping paths for editing

You can format text to flow along the edge of any shape. This allows the text to trace the shape; and is known as creating text on a path. You can apply options and effects to type on a path by:

Sliding it along the path,

Flipping it over to the other side of the path, or

Using the shape of the path to distort the characters.

Type on a path has an in port and an out port just like other text frames, so you can thread text to and from it.

You can include only one line of type on a path, so any type that will not fit on the path will be hidden, unless you have threaded it to another path or text frame.

Figure 4.29

Type on a path

A. Start bracket B. In port C. Centre bracket

D. End bracket E. Out port indicating threaded text

To select the Type On A Path Tool� , click and hold the Type Tool to display a menu containing the Type On A Path Tool�

Position the pointer on the path until a small plus sign appears next to the pointer� , and then follow these steps:

To type click on the path. An insertion point will appear at the start of the path (unless the current default paragraph settings specify an indent, or any other alignment other than left, the insertion point may appear elsewhere other than at the start of the path).

To confine the text to a specific portion of the path, click the path where you would like the text to start, and drag along the path to where you want the text to end, then release the mouse.

Type the text you want. If you clicked to place the insertion point on the path, type will appear along the entire length of the path. If you dragged, type will appear only along the length you dragged.

NOTE:�If the path was originally visible, it remains visible after you add type to it. To hide the path, select it with the Selection or Direct Selection tool, and then apply a fill and stroke of None.

Edit or delete type on a path

You can apply character and paragraph options to type on a path. However, paragraph rules and paragraph spacing options have no effect on type on a path. The alignment setting in the Paragraph panel controls the alignment of type on a path.

b. Edit and format path-type characters

Using the Type On A Path Tool, do one of the following:

To add an insertion point, click between any two characters in the type on a path.

To select characters, drag through the type on a path.

Edit and format the text as needed.

c. Delete type from a path

Using the Selection Tool� �or Direct Selection Tool , select one or more type-on-a-path objects.

Type�> Type on a Path�> Delete Type from Path.

If the path text is threaded, type moves to the next threaded text frame or type-on-a-path object. If the path text is not threaded, text is deleted. The path remains, but loses any type-on-a-path attributes�all brackets, in and out ports, and threading properties are removed.

NOTE:�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 choose Type�> Type on a Path�> Delete Type from Path. This applies the default fill and stroke to the selected path.

d. Adjust the type on a path position

You can change the start or end position of type on a path, slide type, and change the path position in other ways.

Change the start or end position of type on a path

Using the Selection Tool, select the type on a path.

Position the pointer over the path type�s start or end bracket until a small icon appears next to the pointer . Do not position it over the brackets� in port or out port.

Zoom in on the path to more easily select the bracket.

Drag the start or end bracket along the path.

Position the pointer on start or end bracket, and then drag to reposition boundary of type on a path.

NOTE:�If you apply a paragraph indent value, it�s measured from the start and end brackets.

ii. Slide type along a path

Using the Selection Tool, select the type on a path.

Position the pointer over the path type�s centre bracket until a centre bracket icon appears next to the pointer.

Zoom in on the path to more easily select the bracket.

Drag the centre bracket along the path.

NOTE:�The text will not move if both the start and end brackets are at the ends of the path. To create some space for dragging text, drag the start or end bracket away from the ends of the path.

iii. Flip type on a path

Click the Selection Tool, and select the type on a path.

Position the pointer over the type�s centre bracket until a centre bracket icon appears next to the pointer� .

Drag the centre bracket across the path.

Position pointer on centre bracket, and then drag across path�to�flip type.

You can also flip type on a path using a dialogue box. Using the Selection Tool or the Type Tool, select the type on a path. Type�> Type on a Path�> Options. Select the Flip option, and then click�OK.

4. Use frame and contour

InDesign places your content in frames. This applies to both text and images as well as databases and interactive content.

There are two types of frames: text and image.

The Text Frame is fairly self-explanatory. After creating the shape for a Text Frame (typically a rectangle, but it could be a circle or a custom shape drawn with the Pen Tool), you have two options: either type directly in the frame or import content from another document.

To import, go to the File Menu > Place (or use the shortcut: Control + D).

Image Frames work in a similar way. After creating an Image Frame (either by selecting one of the default shapes or drawing one yourself), you can fill it with colour or place an image from your computer inside it. Again, this is done by going to File > Place.

Another way to import images and text is to simply drag them onto the document (from Windows Explorer). This will automatically create an image or text frame, import the content and create a link to that file. If you drag content on top of an existing frame, it will replace the existing content but leave the size and cropping intact.

Figure 4.30

Text and image frames

Resizing Content in a Frame

The set of shortcuts for fitting an image to a frame is also useful, and with it you can easily adapt content the way you want. To keep the frame the same size and fit the content proportionally, press Control + Alt + Shift + E.

NOTE: If the image and frame have different proportions, then some white space will be left.

To fill the frame proportionally, use Control + Alt + Shift + C. (If the image and frame have different proportions, then the image will be resized and end up larger than the frame, being cropped at the edges.)

To centre the content in the frame, use Control + Alt + Shift + E. And if you want the image to stay the same and resize the frame instead, then fit the frame to the content with Control + Alt + C.

b. Selecting Frames

Selecting the top frame is easy, but if a lot of frames are overlapping or one is on top of the other, you can cycle through them by holding Control and then clicking on the frames to select the lower one. Keep clicking to cycle through them if you have several frames.

5. Design and edit a CD label and a magazine cover page

You will templates for CD labels in the Templates folder

Figure 4.31

InDesign CD templates

Formative assessment task 5: Create and edit a CD label

This is an individual assessment task. For this activity you will need to create a CD Label.

Task requirements:

This is an individual assessment task. For this activity you will need to create a CD Label for an artist of your choice. You may use your own photographic images (in which you turn someone you know into a music artist), or found imagery from the Internet:

You can also decide on a theme of your choice that is inspired by the music genre. Include a minimum of three images and a maximum of five images.

You will submit the series of images to your lecturer digitally as jpeg files, and a one page (about 500 words) document explaining the CD layout and typographical features that you have used

First, discover what about the theme you might want to communicate?

Plan and prepare your CD Label using conceptualisation, and thumbnail sketching techniques that you have discovered in this book

Your planning will consist of concept sketches which you will attach to your final task

Consider the use of elements and principles of design

You may include text in the form of or headings, titles and numbers.

You will submit your CD Label to your lecturer, and student body in a formative assessment

Note: this is a formal presentation, you have to plan what you will say and how you will say it)

Submission Requirements:

Electronic document-based Assessment Task (with planning document, and a typed document explaining processes)

The task will be submitted as an InDesign file .indt to allow your lecturer to see that you have used:

The basic InDesign Format

Layering

Set Guides or Applied Grids

A page panel

A table

Edited your CD Label (for this you may have to submit a 1st and 2nd draft) to show how you have edited it.

Type the following details clearly at the beginning of your assessment task: your name, surname and student number; the name and number of this task, the name of this subject as well as your lecturer�s name.

Assessment criteria Rating Achievement

No 1 2 3 4 5

Create documents and different layouts

1 Have you used the basic document format of InDesign?

2 Have you used an InDesign template?

3 Have you used InDesign summary note library?

4 Have you used layering?

5 Have you set the guides and applied grids?

Design typographical features

6 Have you set text input format and style?

7 Have you used indent and outdent features?

8 Have you created paragraph styles and character styles?

9 Have you set character spacing and applied kerning for certain characters?

10 Have you created contents with tab functions?

Utilize graphics

11 Have you inserted various images?

12 Have you managed image links in efficient ways?

13 Have you used clipping paths for editing?

14 Have you used frame and contour?

15 Have you designed and edited a CD label?

16 Have you clearly marked your assessment task (name, surname and student number including name of task and lecturer)?

Formative assessment task 6: Create and edit a magazine cover page

This is an individual assessment task. For this activity you will need to create a magazine cover page

This is an individual assessment task. For this activity you will need to create a magazine cover page for a magazine of your choice; it is advisable that you study magazine covers so that you can design your own magazine cover appropriately. You may use your own photographic images (in which you turn someone you know into a cover model), or found imagery from the Internet:

You can also decide on a theme of your choice that is inspired by the magazine you choose.

You will submit the image to your lecturer digitally as a jpeg file, and a one page (about 500 words) document explaining the Magazine Cover layout and typographical features that you have used

First, discover what about the theme you might want to communicate?

Plan and prepare your Magazine Cover Page using conceptualisation, and thumbnail sketching techniques that you have discovered in this book

Your planning will consist of concept sketches which you will attach to your final task

Consider the use of elements and principles of design

You may include text in the form of or headings, titles and numbers.

You will submit your Magazine Cover Page to your lecturer, and student body in a formative assessment

Note: this is a formal presentation, you have to plan what you will say and how you will say it

Submission Requirements:

Electronic document-based Assessment Task (with planning document, and a typed document explaining processes)

The task will be submitted as an InDesign file .indt to allow your lecturer to see that you have used:

The basic InDesign Format

Layering

Set Guides or Applied Grids

A page panel

A table

Edited your Magazine Cover Page (for this you may have to submit a 1st and 2nd draft) to show how you have edited it.

Type the following details clearly at the beginning of your assessment task: your name, surname and student number; the name and number of this task, the name of this subject as well as your lecturer�s name.

Assessment criteria Rating Achievement

No 1 2 3 4 5

Create documents and different layouts

1 Have you used the basic document format of InDesign?

2 Have you used an InDesign template?

3 Have you used InDesign summary note library?

4 Have you used layering?

5 Have you set the guides and applied grids?

Design typographical features

6 Have you set text input format and style?

7 Have you used indent and outdent features?

8 Have you created paragraph styles and character styles?

9 Have you set character spacing and applied kerning for certain characters?

10 Have you created contents with tab functions?

Utilize graphics

11 Have you inserted various images?

12 Have you managed image links in efficient ways?

13 Have you used clipping paths for editing?

14 Have you used frame and contour?

15 Have you designed and edited a CD label?

16 Have you clearly marked your assessment task (name, surname and student number including name of task and lecturer)?

Grouping Elements

Frequently, you will have many ima