Adobe InDesign CS2 Module 4 (Advanced Graphics and Templates)

Working with Gradients Libraries Placing Other Document Types Altering Graphics Frames Update Linked Graphics Templates Package Files for a Service Provider

Updated 11/30/2005

Adobe InDesign CS2 – Module 4

-1-

Learn iT Computer Training School

Contents

1.) Working with Gradients About Gradients Applying a Gradient Modifying a Gradient Changing Colors Working with Color Stops Changing the Midpoint in a Gradient Changing the Direction of a Gradient Changing Beginning and End Points of a Gradient Creating Gradient Swatches

2.) Libraries

3 3 3 3 4 4 4 5 5 6 6 7 7 7

Creating a New Library Adding Objects to a Library Search or Sort a Library

3.) Placing Other Document Types Import Options Microsoft Excel Import Options Microsoft Word and RTF Import Options Linking Files

4.) Altering Graphics Frames

8 8 8 9 9

Cropping Framing Reshaping Special Shape Frames

10 10 10 10 11

5.) Update Linked Graphics

11

6.) Templates

12 12 12 12

Saving a Document as a Template Creating a New Document from a Template Editing an Existing Template

7.) Package Files for a Service Provider Preflight Check Packaging Files

Adobe InDesign CS2 – Module 4

-2-

13 13 13

Learn iT Computer Training School

1.)

Working with Gradients

About Gradients A gradient is a graduated blend between two or more colors or between two tints of the same color. Gradients can include paper, process colors, spot colors, or mixed ink colors using any color mode. Gradients are defined by a series of Color Stops in the Gradient Bar of the Gradient palette . A stop is the point at which a gradient changes from one color to the next, and is identified by a color square under the gradient bar. By default, a gradient starts with two colors and a midpoint at 50%.

Note: When you create a gradient using colors of different modes and then print or color-separate the gradient, all colors are converted to CMYK process colors. Because of the color mode change, colors may shift. For best results, specify gradients using CMYK colors.

Gradient Options

Gradient Preview

Gradient Type ( Linear or Radial )

Mid Point Gradient Bar

Reverse Direction

Color Stop Figure 1 – Gradient Palette

Click to Add Stops

Applying a Gradient • • •

Select the object you wish to apply a gradient to Open the Gradient palette and select Linear or Radial from the Type menu (See Figure 2) The last gradient used will be displayed and applied to the object

Linear Gradient Radial Gradient Figure 2 – Gradient Types

Modifying a Gradient You can modify gradients by changing the colors, adding or removing colors, and changing the direction, the midpoint and the duration of the gradient. It’s a good idea to fill an object with the gradient you plan to adjust, so you can preview the effects of your changes on the object while you are working with the gradient. Adobe InDesign CS2 – Module 4

-3-

Learn iT Computer Training School

Changing Colors • • • •

Select a color stop in the Gradient palette and open the Color palette Make sure the appropriate chip is selected (fill or stroke) in the Color palette Click on a new color in the Color Bar and the color will change in the gradient You can further modify that color by moving the color slider or typing in values in the Color palette Note: If no color options are available in the Color palette (black and white only), make sure to select the correct color mode (preferably CMYK) in the Color palette’s Options menu.

Working with Color Stops You can create and modify colors in the gradient by working with color stops in the Gradient palette. To Add a Color Stop • Click in the gray area just below the Color Bar in the Gradient palette o (See Figure 1 – ‘Click to Add Stops’) • A new color stop appears displaying the new color from its position in the color bar (See Figure 3) o Note: a diamond appears above the color bar displaying the midpoint between each of the color stops (See Figure 3)

Figure 3 – Color Stops

• •

You can change the color of the new color stop as described above You can add as many new colors to your gradient as you wish

To Reposition a Color Stop • Select a color stop and drag it horizontally ---------- or ---------• Select a stop and type a value in the Location box in the Gradient palette o Example: a value of 50% will place the stop half-way between the surrounding color stops

To Remove Unwanted Colors • Click and d rag the unwanted color stop off the Gradient palette • The color will be removed from the gradient and the gradient will be adjusted accordingly Changing the Midpoint in a Gradient By default, the midpoint is set half way between the two colors it controls so both colors are weighted evenly through the transition. The midpoint is represented by a small diamond icon above color bar in the Gradient palette (See Figure 3). You can choose to weight one of the colors more (or less) by repositioning the midpoint. Adobe InDesign CS2 – Module 4

-4-

Learn iT Computer Training School

To change the midpoint between to colors • Drag the diamond -shaped midpoint icon horizontally ---------- or --------• Select the midpoint icon and type a value in the Location box in the Gradient palette Changing the Direction of a Gradient You can easily change the direction in which the gradient is applied to an object in three ways: • In the Gradient palette, click the Reverse button to invert the direction of the gradient • In the Gradient palette, type a value into the Angle box to change the direction of the gradient • Choose the Gradient tool from the Toolbox and drag across the object in the direction you want the gradient to display o Note: The Gradient tool is also used to set the Duration of a gradient (See Below)

Linear Gradients Reversed Radial Gradients Reversed Figure 4 – Reversed Gradients

Changing the Beginning and End Points of a Gradient Once you have filled an object with a gradient, you can modify the gradient by using the Gradient tool to “repaint” the fill by dragging along an imaginary line. This tool lets you change the direction of a gradient (as described above) and reset its beginning point and endpoint. To Reset the Beginning and End Points of a Gradient • In the Swatches palette or Toolbox, select the Fill box or the Stroke box, depending on where the original gradient was applied • Select the Gradient tool and position it at the place where you want to define the beginning point of the gradient. • Drag across the object in the direction you want the gradient to be applied o Hold down the Shift key to constrain the tool to 45° increments • Release the mouse button at the place where you want to define the endpoint of the gradient Original End Points

New Start End Point

Original Gradient

New Stop End Point

Gradient with Redefined End Points

Figure 5 – Gradient End Points

Adobe InDesign CS2 – Module 4

-5-

Learn iT Computer Training School

Creating Gradient Swatches Once you have set up a gradient to your liking, you may want to save that gradient as a Swatch so you can reuse it later without having to recreate it. To Create a Gradient Swatch • Open the Swatches palette and click the New Swatch button o Note that the Swatches palette has a section for gradient swatches as well as for color swatches (See Figure 6) • Click on the Gradient Swatches button to view the gradient swatches • Double-click on the swatch icon to rename it and modify it if desired. o Note: Changing the appearance of the gradient will change the appearance in all objects the swatch has been applied to All Swatches

Color Swatches

Gradient Swatches

New Swatch

Figure 6 – Swatches Palette Buttons

2.)

Libraries

You can store items you may want to use over again in the publication or in different publications. Libraries can include graphics, text, and pages which can be organized and sorted. You can also add ruler guides, grids and drawn objects to your libraries. You can create as many different libraries as you need (for a certain type of publication or for a particular client, etc.) and objects can exist in more than one library simultaneously. If you delete an object from a document once it has been added to a library, the object will still exist in the library and the link to the original (image) file will remain in tact. If you move or delete the original (image) file, the next time you try to insert that library object into a document a Missing Link icon will appear indicating that InDesign cannot find the original file. You can search libraries by object name, date it was added, or key words (description). You can sort your view of a library by object type, etc. Adobe InDesign CS2 – Module 4

-6-

Learn iT Computer Training School

Object Thumbnail

Library Options

Show Library Subset

New Library Item

Item Information

Delete Library Item

Figure 7 – Library Window

Creating a New Library • •

Choose File > New Library Name and save the library as an .indl file o Note: Be sure you keep track of where you save your libraries and what you call them so you can easily find them when you want to open them later

Adding Objects to a Library • •

Select an object in the design window and drag it into the library ---------- or ---------Select and object and click the New Library Item button at the bottom of the Library window

To Use an Item From an Existing Library • •

Open an existing library by choosing File > Open and browsing to the desired library file o Note: you must create a library before you can open one Place an item from the library in your publication by dragging its icon from the library to the design window

Search or Sort a Library • • •

Click on the Show Library Subset button at the bottom of the library This displays the Show Subset dialog box Choose what you want to search and enter the parameters for your search and click OK o Use the More Choices button to further refine your parameters

Adobe InDesign CS2 – Module 4

-7-

Learn iT Computer Training School

3.)

Placing Other Document Types

You can place text or spreadsheet files created in other applications such as Microsoft Word or Excel. Placing a Document • • • • •

Choose File > Place Browse to choose the file you wish to import If you want the imported file to replace the contents of a selected frame, replace selected text, or to be added to the text frame at the insertion point, check the Replace Selected Item checkbox at the bottom of the Place dialog box. Deselect this option to flow the imported file into a new frame. To specify how you want the file imported, select Show Import Options o See below for description of Word and Excel import options Set import options, and then click OK. Note: If an alert message notifies you that the requested filter was not found, you may be trying to place a file from a different word-processing application or from an earlier version of Word, such as Word 6. Open the file in its original application and save it in RTF format, which will preserve most of the formatting.

Import Options As you can imagine different file types will have different options upon import. Two file formats that may be commonly imported into InDesign publications are Microsoft Word and Excel files, however you are not limited to these file types. InDesign is capable of importing files from many popular applications. You can also import more generic file types such as .rtf or .txt. The .rtf options are the same as those for Microsoft Word.

Microsoft Excel Import Options Sheet Specifies the worksheet you want to import. View Specifies whether to import any stored custom or personal views, or to ignore the views. Cell Range Specifies the range of cells, using a colon (:) to designate the range (such as A1:G15). If there are named ranges within the worksheet, these names appear in the Cell Range menu. Import Hidden Cells Not Saved in View Includes any cells formatted as hidden cells in the Excel spreadsheet. Table Specifies how the spreadsheet information appears in the InDesign document. If you select Formatted Table, InDesign tries to preserve the same formatting used in Excel. However, the formatting of text within each cell may not be preserved. You can import the spreadsheet data in unformatted tables or unformatted, tab-delimited text. Cell Alignment Specifies the cell alignment for the imported document. Include Inline Graphics Preserves inline graphics from the Excel document in InDesign. Number of Decimal Places to Include Specifies the number of decimal places. This option is available only if you select Decimal Cell Alignment. Use Typographer’s Quotes Ensures that imported text includes left and right quotation marks (“ ”) and apostrophes (’) instead of straight quotation marks (" ") and apostrophes (').

Adobe InDesign CS2 – Module 4

-8-

Learn iT Computer Training School

Microsoft Word and RTF Import Options • • • • • • • • • • • • • •

• •

Table of Contents Text Imports the table of contents as part of the text in the story. These entries are imported as text only. Index Text Imports the index as part of the text in the story. These entries are imported as text only. Footnotes Imports Word footnotes as InDesign footnotes. Footnotes and references are preserved, but renumbered based on the document’s footnote settings. Endnotes Imports endnotes as part of the text at the end of the story. Use Typographer’s Quotes Ensures that imported text includes left and right quotation marks (“ ”) and apostrophes (’) instead of straight quotation marks (" ") and apostrophes ('). Remove Styles and Formatting from Text and Tables Removes formatting, such as typeface, type color, and type style, from the imported text, including text in tables. Paragraph styles and inline graphics are not imported if this option is selected. Preserve Local Overrides When you choose to remove styles and formatting from text and tables, you can select Preserve Local Overrides to maintain character formatting that is applied to part of a paragraph. Deselect this option to remove all formatting. Convert Tables To When you choose to remove styles and formatting from text and tables, you can convert tables to either basic, unformatted tables or unformatted, tab-delimited text. If you want to import unformatted text and formatted tables, import the text without formatting and then copy and paste the tables from Word into InDesign. Preserve Styles and Formatting from Text and Tables Preserves the Word document’s formatting in the InDesign document. You can use the other options in the Formatting section to determine how styles and formatting are preserved. Manual Page Breaks Determines how page breaks from the Word file are formatted in InDesign. Select Preserve Page Breaks to use the same page breaks used in Word, or select Convert to Column Breaks or No Breaks. For information on breaking text, see To add column, frame, and page breaks. Import Inline Graphics Preserves inline graphics from the Word document in InDesign. Import Unused Styles Imports all styles from the Word document, even if the styles are not applied to text. Import Styles Automatically Imports styles from the Word document into the InDesign document. If a yellow warning triangle appears next to Style Name Conflicts, then one or more paragraph or character style from the Word document has the same name as an InDesign style. To determine how these style name conflicts are resolved, select an option from the Paragraph Style Conflicts and Character Style Conflicts menu. Customize Style Import Lets you use the Style Mapping dialog box to select which InDesign style should be used for each Word style in the imported document. Save Preset Stores the current Word Import Options for later reuse. Click Set As Default if you want the selected preset to be used as the default for future imports of Word documents.

Linking Files When you place a n external file, you can determine whether the file is linked or embedded. If the file is embedded, the information is copied into InDesign and behaves independently from the original file. If the file is linked, the information in InDesign is read from the original file and will change as the original is updated.

Adobe InDesign CS2 – Module 4

-9-

Learn iT Computer Training School

By default, when you place text or spreadsheet files in InDesign they are embedded and not linked to the original files. If you prefer files to be linked when they are placed, do the following: • Open Edit > Preferences > Type • In the Links section (about 2/3 of the way down the dialog box), check the option that reads Create Links When Placing Text and Spreadsheet Files • Click OK • Now all text and spreadsheet files you place will be linked to the originals and will show up in the Links palette

4.)

Altering Graphics Frames

When a graphic exists inside a frame you can modify the object by changing the relationship between it and its frame. The following are a few examples of effects you can create by working with Graphics Frames. Cropping You can crop or hide part of graphic by making its rectangular frame smaller than the graphic • Select a graphic frame and simply use the Select tool to resize the frame smaller than the graphic • The graphic will be cropped accordingly

Figure 8 – A Cropped Image and Its Original

Framing Create a Frame around a graphic by altering the stroke properties of the container frame • Select the graphic frame and open the Stroke palette and the Color palette • In the Color palette select the Stroke chip and select a color for the frame • In the Stroke palette set the desired Weight (thickness) for the frame and other options

Figure 9 – Framing Using Stroke Options

Adobe InDesign CS2 – Module 4

- 10 -

Learn iT Computer Training School

Reshaping You can reshape a graphic frame using the Direct Selection tool or Pen tool to alter its anchor points

Figure 10 – Frame Reshaped Using the Pen tool

Special Shape Frames You can create a shape using the Shape tool and Place a graphic inside of it • Use the Shape tool to create a shape such as a circle, polygon or star or starburst • Select the shape and go to File > Place to choose the image file you wish to place in the frame • The image is now framed by the shape • You can alter the shape as described above • You can also reposition the image in the shape by clicking on the Select Content button in the Control Panel

Figure 11 – Starburst Object Used as a Graphic Frame

5.)

Update Linked Graphics

Use the Links palette to view all of the objects in your publication linked to other files. This includes graphics files as well as text and spreadsheet files. Files listed in the Links palette indicate the file name, file extension and which page(s) it appears on.

Adobe InDesign CS2 – Module 4

- 11 -

Learn iT Computer Training School

You can select an image in the Links palette and click the Edit Original button to open the original in an external editor and make changes. When done, all instances of the image will be updated. ---------- or ---------You can open the image file in an external editor (such as Photoshop or Fireworks), make changes, and save the file. Then in the Links palette Options menu choose Update Link. This will update all objects in your publication that are linked to other files.

6.)

Templates

Templates are useful starting points for standard documents, because you can preset them with layout, graphics, and text. For example, if you prepare a monthly newsletter or magazine, you can create a template that contains the layout of a typical issue, including ruler guides, grids, master pages, placeholder frames, layers, and any standard graphics or text. That way you can simply open the template each month and import new content into the existing frames. You create a template the same way you create a regular document; the only difference occurs when you save the document. Saving a Document as a Template • • •

Choose File > Save As, and specify a location and filename. From the Save as Type menu, choose InDesign Template Note that the file name for a template is .indt as opposed to .indd for a normal publication

To Create a New Document from a Template • • • •

Choose File > Open Locate and select a template Under Open As, select Normal (Windows) and then click Open Save the new document with its own name

To Edit an Existing Template • • •

Choose File > Open Locate and select a template Select Original and then click Open

Adobe InDesign CS2 – Module 4

- 12 -

Learn iT Computer Training School

7.)

Package Files for a Service Provider

Before printing or handing off the document to a service provider, you can perform a quality check on the document. Preflight is the industry term used for this process. The preflight utility warns of problems that may prevent a document or book from imaging as desired, such as missing files or fonts. It also provides helpful information about a document or book, such as the inks it uses, the first page a font appears on, and the print settings. Preflight Check • • •

Choose File > Preflight Use the Summary panel in the Preflight dialog box to check fonts, links, graphics, etc. An alert icon indicates problem areas

Packaging Files • • • •

Choose File > Package or from the Preflight dialog box, click Package Fill in the printing instructions. The filename you type is the name of the report that accompanies all other packaging files. The report is stored in the same folder as the other packaging files Click Continue, and then specify a location i n which to save all packaging files Click Package

You are off to the races!

Adobe InDesign CS2 – Module 4

- 13 -

Learn iT Computer Training School