InDesign. The Basics for Yearbook. genevieve.weebly.com

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1 InDesign The Basics for Yearbook genevieve.weebly.com

2 Index Setting Up Your Workspace 3 Panel Arrangement....3 The Links Panel...4 Spell Check...4 Creating A Layout 5 Image Placeholders...5 Text Placeholders...5 Tools For Making A Layout....6 Placing Images and Text 7 Placing An Image....7 Placing Multiple Images...8 Checking Image Quality...8 Moving, Resizing and Rotating Images....8 Editing Images...9 Extracted Images (Cut Outs)...11 Placing and Formatting Text...11 Keyboard Shortcuts 12 Page Navigation General Shortcuts....12

3 Setting Up Your Workspace Panel Arrangement Tip: Any panel settings changed with nothing selected on the page sets those options as the default. Eg. if you change the font in the Character Panel with nothing selected, the next text box you create will have that font to start with. This is usually how I have my panels arranged. Though it is purely preference, you may find it helpful to arrange them in the same way to follow these tutorials. Left Panel: Pages, Layers, Links Right Panels: Character, Paragraph, Stroke Paragraph Styles, Character Styles, Text Wrap Swatches, Align, Colour Mini Bridge 1. Tip: If you accidentally move a tab away from the side of the screen, drag it underneath or in between two other panels until a blue bar appears. Release your mouse and it will snap back into place. If you moved the entire panel, drag it to the right until your mouse touches the side of the screen and a grey bar appears, then release. Tip: Only currently selected tabs show a checkmark in the Window dropdown menu. Not seeing a checkmark does not mean you don t already have it open on your screen! 1 Close tabs by right clicking the medium grey bar with the tab names and clicking Close. 2 Rearrange tabs by dragging either single tabs to other panels, or entire panels to different positions. 3 Open more tabs by clicking on Window at the top of the InDesign screen. Also make sure you have Control and Tools enabled. The Control panel is located at the top of the screen and dynamically shows options for the various tools. The Tools panel is on the left of the screen. 3. 3

4 Tip: To help you learn which tab each of the icons corresponds with, you can increase the width of the right panel to also show the tab names. 4 Click the pair of small light grey arrows located in the top right corner of the right panels to collapse them or Right click on either of the grey bars at the top of the panel and click Collapse to Icons If necessary, adjust the width of the right panel to show only the icons. The more workspace the better! 4. The Links Panel You ll be using the links tab when you work with images. Let s format it now! 1 Open the Links tab on the right of your screen. It is grouped with Pages and Layers Right click on the light grey area next to Name and select Panel Options. 2. Tip: Once you have changed the panel options, you may have to adjust the width of the Links panel to see all four columns. Actual PPI is not as important to have visible so you can rearrange it to be on the far right of the panel by dragging the column icons and have the panel just wide enough to show the Status, Page, and Effective PPI columns. 3 In the Panel Options window that opens, make sure Status, Page, Actual PPI, and Effective PPI are selected for Show Column. 4 Click OK. Spell Check To enable spell check, go to Edit > Spelling > Dynamic Spelling. Note: The spell check feature is only visible in Normal Mode (W). 4

5 Creating A Layout Tip: For the most part, you will want to be in Normal Mode to have a good overview of your pages. Select View > Screen Mode > Normal Tip: If you want your placeholder to be a specific size, select one of the Frame tools and click anywhere on your work area. You can enter values into the window that pops up with any length unit regardless of the default (eg. 2cm, 4in) The great thing about InDesign is that you can design your page even when you have no content to put on it yet. Haven t taken any pictures? Teachers haven t gotten back to you about what to write? No problem! Image Placeholders 1 Select the Rectangle Frame Tool (F). Right click on the tool icon to access the Ellipse Frame Tool and Polygon Frame Tool. 2 Click and drag your mouse across the screen to create your placeholder. 1. Text Placeholders Tip: Opt. With the text box selected, click on Type at the top of the screen and select Fill with Placeholder Text to preview the frame with text in it. 1 Select the Type Tool (T). 2 Click and drag your mouse to create a rectangular text box. 3 Pre-format the text box by doing one of the following: 1. 3.a Tip: Double click on a paragraph style to change its properties. Select the text box and choose a paragraph style from the Paragraph Style Panel. Select the Type (T) tool and set the font using the Control Panel at the top of the screen. Open the Character Panel and set the font. 5

6 Tools For Making A Layout Ruler Guides InDesign has automatic guides in the vertical and horizontal centres of the page. To turn off guides, go to View > Grids & Guides and select the options you wish to activate or deactivate. Tip: Right click on the ruler to change the units. 1 Rulers are located across the top and left side of the screen. If they are not there, activate them by going to View at the top of the screen and selecting Show Rulers (Ctrl + R) Click on one of the rulers and drag your mouse perpendicular to the ruler (eg. if you want a horizontal guide, click on the top ruler and drag down). The guide will snap to objects (text boxes, images, shapes, etc.) and objects will snap to the guide if they come near each other depending on which was on your page first. 3 To remove a ruler guide, click on it and press Delete on your keyboard or drag the guide back the ruler it came from The Align Panel Tip: InDesign s spacing distribution features are very handy for having equal space between objects and giving the illusion of transparent borders. Set the space amount with nothing selected on your page to use it as the default. Use the Align Panel to align objects and to space them out evenly or separate them by a predetermined length. To set a distance between two objects: 1 Check mark the Line Spacing option and insert the width of the space you want between the objects 2 Select your objects if they are not already and click on the vertical or horizontal spacing button. The Gap Tool Tip: Hold Ctrl while using the Gap Tool to change the width of the space, hold Alt to move the entire column or row. Tip: To make a text box unaffected by text wrapping, right click on the text box, select Text Frame Options... (Ctrl + B) and check the Ignore Text Wrap option at the bottom. The Gap Tool (U) works most effectively on pages with a very organized layout and consistent spacing. Use it to move entire columns of space. Text Wrap The Text Wrap Panel lets you specify the width of the space between the object and the text as well as the direction. To wrap text around an image with transparency (like an image cut out in Photoshop), select the third button (Wrap around object shape) and set the Contour Options to Detect Edges. 6

7 Placing Images and Text Adobe programs are created to work with each other and even other common programs such as Microsoft Word. You can place Photoshop files directly into InDesign without saving them as an image first and maintain the connection so that edits to the Photoshop file are reflected in InDesign. Placing An Image Using Mini Bridge Tip: Mini Bridge is the only option that will show thumbnails for Photoshop files. Tip: To place a cutimage from Photoshop, see Extracted Images (Cut Outs) 1 Open the Mini Bridge Panel, click Browse Files, and look for the folder containing images for your page. 2 If you have a placeholder, drag the image to the frame and release. If not, release the image on your screen and either a) click on the screen to place it in its full size or b) click and drag to create a rectangular box with the image inside. Browse On Your Computer 1 Browse for the image on your computer (outside of Adobe InDesign) and drag the window so that you can see the placeholder in InDesign. 2 If you have a placeholder, drag the image to the frame and release. If not, release the image on your screen and either a) click on the screen to place it in its full size or b) click and drag to create a rectangular box with the image inside. Using the Menu 1 Click on File at the top of the screen and select Place... (Ctrl + D). Select the image to place and click Open. 2 If you have a placeholder, click on it. If not, either a) click on the screen to place it in its full size or b) click and drag to create a rectangular box with the image inside. 7

8 Placing Multiple Images 1 Use any of the three methods in Placing An Image to access the folder with your images. 2 Multi-select images by holding shift to select a range and holding Ctrl to add or subtract single images from the selection. 3 While the images are loaded into your cursor, do one of the following: Single Image To place a single image at a time, use the keyboard arrow keys to scroll through the images loaded in your cursor. Click on a frame to place the image into the frame or on the screen to place the image in its full size. Columns and Rows Tip: Placing images using this method makes the Gap Tool (U) especially effective in manipulating your layout! To place the images all at once, click and drag the mouse across the screen. Without releasing the mouse, use the arrow keys to divide the rectangle into sections where your images will be placed. Checking Image Quality Tip: Only images saved on your computer show up in the Links Panel. This is why you should not copy and paste images from the internet but rather save them first. Whenever you add or resize an image, you should check the resolution. 1 Open the Links Panel. Check the Effective PPI column (the third from the left). Ask your teacher what the minimum PPI of your images should be. If it is less, resize the image or replace it with another higher quality picture. PPI is a ratio that stands for Pixels Per Inch. The higher this number, the higher the quality of the image. Making an image smaller will result in a higher effective PPI. 300 PPI is press quality. Moving, Resizing and Rotating Images Tip: Hold Shift while moving your image to move it perfectly horizontal, vertical, or diagonal. Moving and resizing images can be awkward if you re not used to the way InDesign deals with pictures. The frame and image ( content ) are actually separate from each other and can be edited independently. 8

9 Moving Images 1 With the Selection Tool (V) place your cursor over the image away from the center. If your cursor turns into a hand (which happens if you hover over the circle in the center of the picture), move your cursor further towards the edges. 2 Click and drag to reposition the image. If you don t want it to snap to guides go to View > Grids & Guides and click on Snap to Guides (Shift + Ctrl) Resizing Images 1 Select the image you wish to resize by clicking on the image away from the centre (the cursor should be a black arrow). 2 In the Control Panel at the top of the screen, click the check box to enable Auto-fit. This will make sure the content resizes at the same time as the frame. Tip: Hold Alt in addition to Shift while resizing your image to anchor it to the centre. 3 Hold shift and click and drag the boxes around the image to resize it while keeping the proportions the same. The image will anchor to the corner or edge opposite to the one you re using to resize the image. Rotating Images 1 Select the image you wish to resize by clicking on the image away from the centre (the cursor should be a black arrow). Tip: Hold Shift while rotating your image to snap it to guides in 45 intervals. 2 Position your cursor just outside one of the corner boxes until the cursor changes and click and drag to rotate the image. Editing Images Masking In Photoshop, you would likely crop the image to remove unwanted edges. In InDesign, this can be done without loosing any part of the image by choosing which part to show, like a window. Click on the two circles in the centre of the image to manipulate the photo or click around the circle to work with the frame. Generally, it is easier to position the frame then resize the image to show the desired portion. 9

10 Corners To change the shape of image corners: Tip: To assign different shapes to the corners of a single frame, Alt + Click on the corner thumbnail or go to Object > Corner Options... 1 Select your image 2 Find the corner options in the Control Panel at the top of the screen and set the desired shape and width for your corners. Editing In Photoshop Image adjustments such as brightness and curves have to be done in Photoshop. 1 Select the image you would like to edit. 2 Open the Links Panel. The file name of the linked image should be highlighted. 3 Right click on the file name and select Edit With > Adobe Photoshop [your version] 4 Save the image to overwrite the original or use File > Save As... (Shift + Ctrl + S) to save a copy (saving as a copy requires the image to be relinked). Updating Images Tip: InDesign will not recognize changes until the edited version is saved. If a linked image has been modified, a yellow triangle with an exclamation point appears in the Status Column of the image in the Links Panel. The image will automatically update after some time but to manually update the file, open the Links Panel and do one of the following: Double click on the triangle icon Right click on the filename and select Update Link At the bottom of the panel, click on the third button ( Update the link ) Switching / Relinking Images 1 Select the image you would like to change, open the Links Panel, and: Right click on the filename and select Relink... or At the bottom of the panel, click on the first button ( Relink... ) 10

11 Extracted Images (Cut Outs) Tip: To change which Photoshop Layers are shown in InDesign, right click on the image and select Object Layer Options. If you want the same layers to show even when the file is updated, select Keep Layer Visibility Overrides from the drop down menu at the bottom. Tip: Double click on a text frame with the Selection Tool (V) to edit its contents. Tip: You can create a Paragraph Style in the Paragraph Styles Panel that is based on the style Body, has the Next Style be Body. Set the drop cap in the Drop Caps and Nested Styles section of the style options. Simply apply this style to any paragraph you want to start with a drop cap. 1 Extract a model in Photoshop, save it on a new layer, and hide the background layer. 2 Import the file from Photoshop (see Placing an Image). Transparency is conserved in InDesign. To have text wrap around the shape, see Text Wrap. Placing and Formatting Text Drop Caps That s right, InDesign has a built in drop caps function! 1 Place your cursor in the paragraph that you would like to have start with a drop cap. 2 Switch to the Paragraph Formatting Controls tab of the Control Panel if you are not in it already. 3 Look for the Drop Cap options near the left side of the Control Panel and set the number of lines you want the letter(s) to take up and how many letters to be affected. Columns 1 Select the text frame you want to have columns and do one of the following: Switch to the Paragraph Formatting Controls tab of the Control Panel if you are not in it already. Look for the Column options near the middle of the Control Panel. Right click on the text frame and select `Text Frame Options...`(Ctrl + B) Colour 1 Select the text frame with the Selection Tool (V), or highlight the parts of the text you would like to give a colour to with the Type Tool. Tip: Swatches are a great way to keep colours consistent and stay within a colour scheme. 2 Open the Swatches Panel and, making sure Fill and Text are selected, choose a colour or In the Tools Panel on the left, double click on the Text Fill (X) and pick a colour. 11

12 Keyboard Shortcuts Page Navigation Scroll Horizontally - Ctrl + Scroll Wheel Zoom In/Out - Alt + Scroll Wheel Move the page - Spacebar + Click + Drag General Shortcuts Undo and Redo Undo One Step - Ctrl + Z Redo One Step - Ctrl + Shift + Z Copy, Paste and Cut Copy - Ctrl + C Cut - Ctrl + X Paste (in center of screen) - Ctrl + V Paste (in same location as copied object) - Ctrl + Shift + Alt +V Paste (image into a frame) - Ctrl + Alt + V Screen Mode Switch Between Normal and Preview Mode - W 12