ADOBE® INDESIGN® CC a complete tour of preferences covering Adobe InDesign CC
Transcription
ADOBE® INDESIGN® CC a complete tour of preferences covering Adobe InDesign CC
ADOBE® INDESIGN® CC a complete tour of preferences covering Adobe InDesign CC how to tweak everything including all application and document preferences, view preferences, default typesetting preferences, better default hyphenation and justification numbers, and how to preserve and reset preferences TRAININGONSITE.COM publishing training consulting 1 General Preferences InDesign > Preferences (Cmd+K, Mac) or Edit > Preferences (Ctrl+K, Win). This is the first pane of the Preferences sections; an application preference. In Page Numbering, you can choose between Section Numbering and Absolute Numbering methods. This controls how the Pages panel displays page numbers, and also how the Print dialog box specifies page ranges when printing or exporting to PDF. Notice, though, that this does not change the appearance of page numbers on document pages. App Pref! New since CS5 is the switch to Prevent Selection of Locked Objects. I prefer this off. Under Object Editing, if you select Adjust Scaling Percentage, it will display the original point size with the new point size in parentheses when you scale text. If this option is selected when you scale graphics frames, the percentage size of both the frame and image changes. When you click the Reset All Warning Dialogs, you reset the display of all warning dialogs that you previously turned off. 2 Sync Settings Preferences InDesign > Preferences (Cmd+K, Mac) or Edit > Preferences (Ctrl+K, Win), and click on the Sync Settings pane; the second pane of the Preferences sections; an application preference. You can sync glyph sets, menu customizations, keyboard shortcuts, custom workspaces, and PDF presets using Creative Cloud. If you use two computers, the Sync Settings feature keeps settings synchronized on these two computers. Or, if you have replaced your old computer with a new one and have reinstalled InDesign, you can set up quickly with your synced settings. App Pref! Under the Edit menu, (Mac: InDesign menu), click {AdobeID logged in} > Sync Settings Now. Shortcuts for Windows will only sync with a Windows computer. Likewise for Mac shortcuts. Assets saved to a custom location will not be synced, nor will any modifications made after creation of the Workspace. Note that not all presets are included in this new feature. 2 mikewitherell@jetsetcom.net CERTIFIED INSTRUCTOR InDesign® complete tour of preferences Adobe InDesign CC 3 Interface Preferences InDesign > Preferences (Cmd+K, Mac) or Edit > Preferences (Ctrl+K, Win), and click on the Interface pane; the third pane of the Preferences sections; an application preference. Under Cursor and Gesture Options, the Tool Tips defaults to Fast, so the tool tips pop out quickly. New since CS5 is the Enable Multi-Touch Gestures, for a touch mouse, along with Highlight Object Under Selection Tool, now a user preference. I usually turn this off for less distraction. App Pref! I prefer to set the Floating Tools panel to a double column, in order to make the fill and stroke buttons larger on the monitor screen. Also new since CS5 is the option for the Live Screen Drawing, which defaults to Immediate. Set Live Screen Drawing to Delayed to avoid screen stutter. Depending on the strength of your video card, you might need to adjust the options slider of the Hand Tool to halfway between Better Performance and Higher Quality in order to have a faster screen redraw. 4 Type Preferences InDesign > Preferences (Cmd+K, Mac) or Edit > Preferences (Ctrl+K, Win) and click on the Type pane; the fourth pane of the Preferences sections. Important here is the Type Tool Converts Frames to Text Frames. If you have the habit of absently clicking the Type tool to deselect, you may want to turn this switch off. That way, you won’t have unassigned frame objects being turned into Text frames without your awareness. The Font Preview Size should be adjusted to show a Large preview, thus making it easier to see the differences among typefaces. The Drag and Drop Text Editing should be turned on by clicking the check mark beside Enable in Layout View. Doc Pref! App Pref! Doc Pref! App Pref! Doc Pref! App Pref! App Pref! App Pref! App Pref! Doc Pref! Smart Text Reflow is nice when doing a lot of writing and text keyboarding. It is less useful to a graphic designer, so it should be turned off as a production designer default. This will prevent the introduction of extra pages into rigidly controlled page count layouts. Adobe InDesign CC complete tour of preferences JetSetcom.net & TrainingOnsite.com 3 Type 5 Advanced Preferences InDesign > Preferences (Cmd+K, Mac) or Edit > Preferences (Ctrl+K, Win), and click on the Advanced Type pane; the fifth pane of the Preferences sections; having both application and document preferences. Doc Pref! App Pref! Under Character Settings, you can define the Superscript and Subscript size and baseline shift amount. You can also define the scaling percentage of the Small Caps appearance. This is a document-centric preference, and is not definable in a paragraph style, unfortunately. Under Input Method Options, the switch is on for Use Inline Input for Non-Latin Text. Turning this off brings up a dialog box for typing in nonWestern characters such as Japanese, Korean, and Hebrew text characters. Characters appear in an operating system window, then later insert into the left-to-right Western language horizontal typesetting at the type cursor position. It does not set right-to-left nor top-to-bottom, so is not suitable for lengthy non-Latin typesetting. 6 Composition Preferences InDesign > Preferences (Cmd+K, Mac) or Edit > Preferences (Ctrl+K, Win) and click on the Composition pane; the sixth pane of the Preferences sections; a document preference. For the typesetting artist, onscreen colors, called Highlights, can be turned on giving pink, amber, green, and yellow colors behind the text, drawing attention to problems in text. Bright yellow = Keeps Violations, 3 shades of yellow = H&J Violations (lightest shade = least deviation); green = custom tracking/kerning; pink = missing font, and amber = substituted glyphs. Doc Pref! Justify Text Next To An Object justifies text next to objects that separate a column of text. This setting takes effect only when the text wrap interrupts lines of text so that each line is divided into two or more parts. Text Wrap Only Affects Text Beneath makes text on layers above unaffected by the text wrap. Stacking order is determined by the stacking order of both objects and layers. 4 mikewitherell@jetsetcom.net CERTIFIED INSTRUCTOR InDesign® complete tour of preferences Adobe InDesign CC & Increments 7 Units Preferences InDesign > Preferences (Cmd+K, Mac) or Edit > Preferences (Ctrl+K, Win), and click on the Units & Increments pane; the seventh pane of the Preferences sections; a document preference. Spread means ruler origin is the top-left corner of each spread, and the horizontal ruler measures across the spread. Page means ruler origin is the top-left corner of each page, and the horizontal ruler starts at zero for each page in a spread. Spine means the ruler origin is the center spine, so the horizontal ruler measures negative to the left of the spine and positive to the right. Doc Pref! New since InDesign CS5 is the ability to use Pixels as a measurement system. I prefer to work in Picas (with its sub-unit of Points). When doing keyboard increments (shortcuts), I set the Cursor Key to 1 pt; the Size/ Leading to 1 pt; the Baseline Shift to .5 pt; and the Kerning/Tracking to 5/1000 em—finer than the default 20/1000 em. 8 Grids Preferences InDesign > Preferences (Cmd+K, Mac) or Edit > Preferences (Ctrl+K, Win) and click on the Grids pane. This is the eighth pane of the Preferences sections; a document preference. For the monitor screen, a baseline grid looks like ruled notebook paper, and a document grid looks like graph paper. The baseline grid covers entire spreads, whereas the document grid covers the entire pasteboard. They cannot be assigned to any one master. The document grid can appear in front or behind all guides, layers, and objects, and cannot be assigned to an individual layer. Doc Pref! These guides are turned on and off under View menu > Grids and Guides. This is also where you turn on Snap to Guides. Look out for this: turning on Snap to Document Grid negates Smart Guides. They don’t get along together. Guides in Back is available at the right-click of any empty area of the document window. Adobe InDesign CC complete tour of preferences JetSetcom.net & TrainingOnsite.com 5 & Pasteboard 9 Guides Preferences InDesign > Preferences (Cmd+K, Mac) or Edit > Preferences (Ctrl+K, Windows), and click on the Guides & Pasteboard pane; the ninth pane of the Preferences sections; having both document and application preferences.. Doc Pref! App Pref! The default colors of the Guides are all OK as they are, except for the Preview Background color. This one I prefer to change to Black or a custom very dark gray. Doc Pref! App Pref! I check on the Guides in Back option. For most layouts, this condition generally makes more sense to me, allowing all frames to be easily visible on top of the guides. Doc Pref! Smart Guides are endlessly helpful! All Smart Guide Options are turned on. The default value for the Vertical Margins of the Pasteboard is 6 picas (1 inch), but I often prefer to make this setting taller. Especially when the design employs animation fly-ins. Dictionary 10Preferences InDesign > Preferences (Cmd+K, Mac) or Edit > Preferences (Ctrl+K, Win) and click on the Dictionary pane; the 10th pane of the Preferences sections; having both document and application preferences. App Pref! Doc Pref! New since InDesign CS6 is the Hunspell open source dictionary. This is a web-based dictionary that can grow and add new words automatically. To create a new custom dictionary, click the New User Dictionary icon (the post-it note icon). Specify the name and location of the user dictionary (.udc extension), and then click Save. Doc Pref! To add an existing dictionary, click the Add User Dictionary icon (+), select the user dictionary file, (.udc or .not extension), and then click Open. You can re-use a .udc file dictionary from a previous version of InDesign or InCopy. The order of the dictionaries in the list is the order in which they are checked. To change the order of the user dictionaries, drag and drop them. 6 mikewitherell@jetsetcom.net CERTIFIED INSTRUCTOR InDesign® complete tour of preferences Adobe InDesign CC 11Spelling Preferences InDesign > Preferences (Cmd+K, Mac) or Edit > Preferences (Ctrl+K, Win), and click on the Spelling pane. This is the 11th pane of the Preferences sections; an application preference. Misspelled Words finds words that do not appear in the language dictionary. Repeated Words finds duplicate words such as “the the.” Uncapitalized Words finds words (place names) that appear in the dictionary only as capitalized. Uncapitalized Sentences finds uncapitalized words following periods, exclamation points, and question marks. App Pref! If you switch on Enable Dynamic Spelling, it is spell-checking continuously, which is distracting to look at. I usually leave it off, preferring to run a spell-check from the Edit menu when needed. I also change the underline colors to softer hues onscreen merely because the colors are harsh. 12Autocorrect Preferences InDesign > Preferences (Cmd+K, Mac) or Edit > Preferences (Ctrl+K, Windows) and click on the Autocorrect pane. This is the 12th pane of the Preferences sections; an application preference. App Pref! You may prefer to check the Enable Autocorrect on if you do a lot of keyboarding directly within InDesign. You may also prefer to add your own misspellings by clicking the Add... button. A further way to use the Autocorrect feature is to make up your own short versions of frequently-typed long email and web addresses. This is limited to 64 characters but can include spacebar spaces. Adobe InDesign CC complete tour of preferences JetSetcom.net & TrainingOnsite.com 7 13Notes Preferences InDesign > Preferences (Cmd+K, Mac) or Edit > Preferences (Ctrl+K, Windows), and click on the Notes pane; the 13th pane of the Preferences sections; an application preference; an application preference. Notes are text embedded within story text. They are used in the writing and editing process for the purpose of giving direction, fact-checking, and like editorial needs. Some editors may use InDesign instead of InCopy; especially since version 5, where now almost all InCopy features are available within the Story Editor. App Pref! The Note color helps visually identify who is making notes and changes. This defaults to the same color chosen under File > User.... The Notes panel also explicitly names the user, time, and date. Show Note Tooltips causes a tooltip flyout in Story Editor and Layout view. Inline Background Color can be set to none or the user color behind the note in Story Editor mode. Changes 14Track Preferences InDesign > Preferences (Cmd+K, Mac) or Edit menu > Preferences (Ctrl+K, Win) and click on the Track Changes pane; the 14th pane of the Preferences sections; an application preference. Added into InDesign is the ability to Track Changes on text that is being edited, just like InCopy, and very similar to MS Word. Like embedded notes, track changes keeps text embedded within the story text. App Pref! This section assigns the User color and the text color and the marking over changed text. The Change Bars color shows only in the Story Editor mode and is defaulted to the left edge of the column of text. Since deleted text might later be re-instated into the story, you also have the ability to spellcheck deleted text. 8 mikewitherell@jetsetcom.net CERTIFIED INSTRUCTOR InDesign® complete tour of preferences Adobe InDesign CC Editor Display 15Story Preferences InDesign > Preferences (Cmd+K, Mac) or Edit > Preferences (Ctrl+K, Windows), and click on the Story Editor Display pane. This is the 15th pane of the Preferences sections; an application preference. Story Editor has been improved to match the features of InCopy. It is a window that only shows the story text; not the layout art. It is useful for checking that paragraphs are tagged with styles, with an easy scrollability through the text. You choose your favorite display font, size, and line spacing. You can also customize the text color and background color and style of cursor, in case you want to emulate the appearance of an old word processor. App Pref! My favorite settings are Myriad Pro at 24 pt and double-spaced. I generally leave it black text on a white background. Performance 16Display Preferences InDesign > Preferences (Cmd+K, Mac) or Edit > Preferences (Ctrl+K, Windows) and click on the Display Performance pane; the 16th pane of the sections; an application preference. Set both the Default View and the Adjust View Settings to High Quality and adjust the Greek Type Below value to 0 pts. Greeking means showing gray bars instead of text characters. The benefit here is all documents begin or open in High Quality view, where all vector and bitmap art looks exactly as it would look natively in Illustrator and Photoshop. I turn off Preserve Object-Level Display Settings to enforce my High Quality view. App Pref! When you zoom in to a page, you get as much detail as the original art contains. When you have synchronized color management set up, InDesign artwork colors show accurately, which is a real benefit to workflow quality. Adobe InDesign CC complete tour of preferences JetSetcom.net & TrainingOnsite.com 9 of Black 17Appearance Preferences InDesign > Preferences (Cmd+K, Mac) or Edit > Preferences (Ctrl+K, Windows), and click on the Appearance of Black pane. This is the 17th pane of the Preferences sections; with both document and application preferences. App Pref! On Screen means on your monitor. Would you like to see 100% process black as slightly grayer than a rich build of black? Doc Pref! Printing/Exporting means when printing to an RGB printer or exporting to an RGB PDF file. Would you like the black ink portions to be made as a rich black or would you rather have 100% black be different from a build of black? Bear in mind that this has no effect at all on a CMYK PDF file. App Pref! App Pref! App Pref! Doc Pref! App Pref! Overprinting of [Black] is the default behavior of black ink versus any other ink swatch. It overprints Black ink over other inks rather than knocking them out (removal of the ink image underneath an object). Need to control knockout versus overprint? That is in the Attributes panel. Handling 18File Preferences InDesign > Preferences (Cmd+K, Mac) or Edit > Preferences (Ctrl+K, Windows) and click on the Display Performance pane. This is the 18th pane of the Preferences; with both document and application preferences. App Pref! Document Recovery Data shows the path to the backup file folder where the backup copy of your document is stored. Doc Pref! App Pref! App Pref! Snippet Import positioned at the Cursor Location is generally the way I like to use xml snippets. App Pref! Doc Pref! App Pref! If you turn off Check Links Before Opening Document and/or Find Missing Links Before Opening Document, InDesign opens the document immediately, and the links are not updated. You may want to turn off these options if links to a server are causing slow performance. Choose Preserve Image Dimensions When Relinking if you want images to appear at the same size as the images they replace. Deselect to have relinked images appear at actual size. 10 mikewitherell@jetsetcom.net CERTIFIED INSTRUCTOR InDesign® complete tour of preferences Adobe InDesign CC Handling 19Clipboard Preferences InDesign > Preferences (Cmd+K, Mac) or Edit > Preferences (Ctrl+K, Windows), and click on the Appearance of Black pane, the 19th pane of the Preferences sections; an application preference. When you copy and paste a vector graphic from Illustrator 8 or later into InDesign, the artwork appears as a group of editable objects. To be able to do this, make sure that Illustrator is configured to copy as AICB. In InDesign, make sure that Prefer PDF When Pasting is not selected in the Clipboard Handling preferences. If these options aren’t set properly, the Illustrator graphic cannot be edited in InDesign. App Pref! When Pasting Text and Tables from Other Applications, like Word, do you want to bring in styles and colors and other things? Usually not, which is why Text Only is the default most people will use. If you are using Word with carefully defined and controlled styles, you may have this radio button set to All Information. Adobe InDesign CC complete tour of preferences JetSetcom.net & TrainingOnsite.com 11 Panel menu button > 20Pages Panel Options Pages Panel > click the panel menu button flyout > and choose Panel Options to get to this dialog box. I usually turn off Show Vertically switch for the Masters icons. This arranges master page icons in a denser horizontal layout that is more compact in size than using a vertical arrangement. To arrange the Pages icons horizontally, you click on View Pages menu and choose horizontally. If you have alternate layouts being developed for digital tablet publishing, set it to By Alternate Layout. ce! Workspa The icons can show tiny thumbnail images within them, and they can also be set to indicate transparency, spread rotation, and page transitions. New since CS5 in the Pages panel menu button is the ability to color-code labels for the sake of organization. One way to make use of this feature is to color-code completed pages in green, and incomplete pages in red, thus making a visual indication of production progress. 21Customize Control Panel At the extreme right end of the Control panel, is the Control panel menu button flyout that leads to Customize…. Click on this flyout button to make sure you have everything switched on that you want to see. Or click into the reveal triangles to turn off any features that you don’t want showing on the Control panel. If you are working on a monitor screen that is running at a lower pixel resolution, for example, XGA resolution at 1024 x 768, then you would go into this customize panel and choose which things you want to see, and deselect things you can do without. Bear in mind that you still have the panels in the dock. ce! Workspa Many common laptops lately can display at least 1366 or 1400 pixels wide when setup at their native resolution. Most desktop monitor panels are capable of delivering 1680 or 1920 pixels wide at their native resolution. In these cases, the Control panel has enough room to show most, if not all, of the Control panel options. 12 mikewitherell@jetsetcom.net CERTIFIED INSTRUCTOR InDesign® complete tour of preferences Adobe InDesign CC aragraph Style 22POptions > Basic Character Formats With no documents open, you can right-click to edit the [Basic Paragraph] style, beginning with the second section pane called Basic Character Formats. Global! Change the Font Family to a typeface that you most-frequently use. I changed the Size to 10 pt, instead of the larger 12 pt. I left the Leading set on Automatic leading (although later, when making paragraph styles, I will almost always set the leading value to an explicit amount). Change the Kerning method to Optical instead of Metrics. Optical seems to always do superior typesetting. Just as you would avoid using Word’s Normal paragraph style, you should avoid using the default [Basic Paragraph] style in the text of a document, nor have any styles based on [Basic Paragraph] style, even though you cannot remove it. aragraph Style 23POptions > Hyphenation With no documents open, you can right-click to edit the [Basic Paragraph] style, going to the eighth section pane called Hyphenation. Global! Change the Words with at Least value to 8 or 9 in order to eliminate short words from being eligible to hyphenate. Opinions vary here, but I often change the After First to a value of 3 letters for many prefixes. Changing the Before Last to a value of 4 letters covers most suffixes. At any rate, hyphenating 2 letters looks clumsy to me. Set the Hyphen Limit to 1 hyphen. This eliminates multiple stacked hyphens on successive lines (called ladders), something considered undesirable looking. The Hyphenation Zone setting is for left-aligned text. It attempts to limit the amount of length difference among the lines of type in the paragraph. I never adjust the Better Spacing vs. Fewer Hyphens slider. I almost always do turn off the three Hyphenate check boxes. Adobe InDesign CC complete tour of preferences JetSetcom.net & TrainingOnsite.com 13 Style 24Paragraph Options > Justification With no documents open, you can right-click to edit the [Basic Paragraph] style, going to the ninth section pane called Justification. Global! The default settings that come with InDesign are overly restrictive. The Letter Spacing and the Glyph Scaling are effectively off. While this is not prescriptive for every paragraph style, I often set the default like this: Word Spacing sets to 80% | 100% | 120% Letter Spacing sets to -5% | 0% | 5% Glyph Scaling sets to 95% | 100% | 105% Whereas the out-of-the-box defaults allow only the Word Spacing to be used, allow all three parameters to have some leeway. Especially in Justified text will this result in making smooth and rhythmic lines of type. In layouts with much text-wrapping art, changing the Single Word Justification to Align Left will tend to make better-looking lines of text, with no extreme gapping of word spacing. 25Pre-load paragraph styles With no documents open, why not take the time to pre-load your Paragraph Styles panel with commonly-used paragraph styles? Have you noticed that you often are re-creating similar styles over and over again? Make them according to your house style guide, or else make them generic. But go ahead and pre-populate your panel with a Headline, Suhead1, Subhead2, BodyText, Caption, Footnote, and anything else you tend to use. Do likewise with the Character Styles panel: pre-populate it with Bold, Italic, BoldItalic, Underscore, Superscript, Subscript, NoBreak, SmallCap, and anything else you commonly use. This will encourage you to stop going up to the Control panel where you end up applying unmanaged local formatting manually. Global! For some, this idea might carry on into the Object panel, where you could have a family of frequently-used frame object styles that already have stroke color, fill color, rounded corners, drop shadows, and even instructions on how the image should scale into the frame. Another way to pre-populate the panels with styles is to click on the Paragraph Styles panel menu button flyout, and then click Load Paragraph Styles... and browse to an existing document that already has usable styles. Choose the ones you want, avoiding styles like Normal and [Basic Paragraph] style, and click OK to load styles into the panel. The idea here is that it should be quicker to edit styles than make them from scratch each time. You should embrace this especially if you have a house style guide defined and you tend to make a lot of print products that look similar. 14 mikewitherell@jetsetcom.net CERTIFIED INSTRUCTOR InDesign® complete tour of preferences Adobe InDesign CC 26Pre-load your favorite swatches Why not pre-load your Swatches panel with frequently-used swatch colors? Maybe you have a corporate Pantone solid or process coated color that gets used on most of your project documents. If that is the case, change the global defaults of the Swatches panel by having no documents open, then clicking on Swatches panel menu button and choosing New Swatch in the flyout. Also consider removing one or more of the existing default swatches in the panel that you know you will never use, like the red, green, and blue default swatches. Swatches make it easier to modify color schemes without having to locate and select and edit the color of each individual object. You can share color swatches among InDesign, Illustrator, and Photoshop. You can export from any of the three applications and import into any of the others by means of the Swatches panel menu button. In the InDesign Swatches panel menu button it reads Save Swatches and Load Swatches; in the Illustrator Swatches panel menu button it reads Save Swatch Library as ASE (which means Adobe Swatch Exchange) and Open Swatch Library; and in the Photoshop Swatches panel menu button it reads Save Swatches for Exchange and Load Swatches. They are all exchangable. Global! menu > Grids & Guides > 27View Smart Guides Make sure this useful feature is turned on. It is like having Snap To turned on; yet it does much more. As you move a frame object, temporary purple (relative to the page) and green (relative to the object) guides appear. These come-and-go guides indicate center and/or edge alignment. Smart Dimensions are part of Smart Guides, allowing you to rotate to the same angle, and make the same width and/or height. Smart Spacing is a part of Smart Guides, showing green measurement guides allowing for even spacing of frame objects. Smart Cursors is also a part of Smart Guides, giving a visual gray box showing X, Y coordinates and/or rotation angles. You cannot have Snap to Document Grid turned on at the same time. It will cause Smart Guides not to show. Adobe InDesign CC complete tour of preferences JetSetcom.net & TrainingOnsite.com 15 menu > Extras > Frame 28View Edges If you are hiding frame edges, you can see the outlines of frames even when the frames aren’t selected, just by passing the black Selection tool or white Direct Selection tool over the region or area of the frame. If the view in your document window is getting visually busy, use the Show/Hide Frame Edges command to simplify the screen display by hiding the frame edges. Doing this also hides the non-printing X in a graphics placeholder frame. The display setting for frame edges doesn’t affect the display of the text ports on text frames. View Pref! To show or hide frame edges, choose View > Extras > Show/ Hide Frame Edges, or press Ctrl+H. Another way to hide frame edges (and all other non-printing symbolic parts of the interface) is to click Preview Mode at the bottom of the Toolbox. The frame edge is defined as a frame’s stroke, not the outer edge of the stroke’s weight. menu > Extras > Text 29View Threads This allows you to see visual representatives of threaded frames onscreen. You can thread text frames whether or not they currently contain text. You can press Cmd/Ctrl+Opt/Alt+Y as a shortcut toggle for hiding or showing Text Threads. This is suppressed in Preview mode. I prefer this view be showing. View Pref! The text in a frame can be independent of other frames, or it can flow between connected frames. To flow text between connected text frames (also called text boxes), you must first connect the frames. Connected frames can be on the same page or spread, or on another page in the document. The process of connecting text among frames is called threading text. It is also referred to as linking text frames or linking text boxes. Each text frame contains an IN port and an OUT port, which are used to connect to other text frames. An empty IN port indicates the beginning; whereas the empty OUT port indicates the end of a story. A triangle arrow in a port shows the frame is linked to another. A red plus sign [+] in an OUT port shows there is more text in the story to be placed but no more frame area in which to place it. This remaining unseen text is called overset text. Press Cmd/Ctrl+Y to see the overset text in Story Editor mode. 16 mikewitherell@jetsetcom.net CERTIFIED INSTRUCTOR InDesign® complete tour of preferences Adobe InDesign CC menu > Extras > Assigned 30View Frames In a shared network workflow, InDesign users export text to a shared location on a file system, where the files become available to InCopy users who will write and edit the content. Selected text frames are either exported to the assignment or exported as separate InCopy files, where they are linked to the InDesign document. When users work in the assignment file from within InCopy or in the InDesign file on a local server, changes to the content are communicated to all users involved in the workflow for that document. Changes are signaled by a set of frame icons on the upper left of the frame that you can either hide or show. View Pref! Only one user at a time can check out the InCopy file for editing. Others can view the file on a read-only basis. The user who checks out a managed InCopy file can share his or her work with other users by saving the file to the shared server or by returning the file to the InDesign user; however, other users can’t make changes to the file until it’s checked back in. This system allows multiple users to access the same file but prevents users from overwriting each other’s work. 31View menu > Extras > Link Badge The Link badge brings most of the functionality of the Links panel to the upper-left corner of the graphic or text frame. If the graphic is out-of-date, you will see a yellow warning triangle with an exclamation point adorning the corner of the frame. If the graphic is current and up-to-date, you will see a chain link icon. If the graphic is missing, you will see a red circle icon with a question mark within it. View Pref! If you double-click a yellow warning triangle icon on the upperleft corner of the frame, it will update the link and return it to an up-to-date condition. If you are not showing Frame Edges; or if you are in Preview mode, you will not see the Link badge adornments. I normally leave this view turned off, but you might take the time to visit something related: Link Options in the Links panel menu button. The dialog boxes are shown here, and in looking at it, you might begin to realize the power within them. If you are re-using content in Vertical and Horizontal layouts; or if you are doing a Place and Link; the opportunity to map a style to a different style in a different layout can be very useful! Adobe InDesign CC complete tour of preferences JetSetcom.net & TrainingOnsite.com 17 menu > Extras > Content 32View Grabber When you use the Selection tool to select a graphics frame, you can select either the frame or the image within the frame. This requires that the View > Extras > Content Grabber translucent white donut be visible. If you click outside and away from the content grabber donut and drag the selection, the frame’s content moves with the frame. If you drag the content grabber translucent white donut, the image moves within the frame. View Pref! This is meant to be a power-user productivity enhancement, allowing you to stay in the black Selection tool instead of changing to the white Direct Selection tool. At the same time, another power-user enhancement is also at work. When you are in the black Selection tool and double-click the graphic, it is as if the tool changed over to the white Direct Selection tool for the purpose of deliberately moving the graphic within the frame. My preference is to have the Content Grabber feature turned off, since it often interferes with selecting and moving the frame + graphic object all at once. This is especially true with very small graphic frames: it is hard to avoid the donut when attempting to move the frame object. Trouble-shoot InDesign preferences When InDesign starts to behave strangely, you should usually rewrite (aka, trash, delete, replace, reset) the application preferences. This will remove corrupted preferences and replace them with a fresh set of default preferences. Problems may go away afterwards. From the keyboard: close and relaunch InDesign, and immediately press Cmd + Ctrl + Opt + Shift (Mac) or Ctrl + Alt + Shift (Windows), and respond with a yes to the dialog asking if you really want to replace the preferences. You must be extremely quick on the keyboard press, and anytime you replace the preferences you will lose most preset and preference customizations. You might try replacing the two prefs files manually. These are normally hidden files, so you will likely need to set your system to show them. You have to find and rename two files: InDesign Defaults and InDesign SavedData. Renaming or moving them will give you the opportunity to copy them back if newly rewritten preference files doesn’t cure your problem. When you restart InDesign, it will rewrite a new default pair of files. You might make a copy of these two files when you have everything functioning correctly. Store the two backup files in a different folder location so that in the future you can use them to overwrite a corrupt set of prefs conveniently and quickly. InDesign Defaults: Windows XP: C:\Documents and Settings\<User>\Application Data\Adobe\InDesign\<Version X>\<language>\ Windows 7: C:\Users\<User>\AppData\Roaming\Adobe\InDesign\<Version X>\<Language>\ (prior to CS4 there is no language folder) Macintosh: Hard Drive/Users/<User>/Library/Preferences/Adobe InDesign/<Version X>/<Language>/ InDesign SavedData: Windows XP: C:\Documents and Settings\<User>\Local Settings\Application Data\Adobe\InDesign\<Version X>\<Language>\Caches\ Windows 7: C:\Users\<User>\AppData\Local\Adobe\InDesign\<Version X>\<Language>\Caches\ (prior to CS4 there is no language folder) Macintosh: Hard Drive/Users/Library/Caches/Adobe InDesign/<Version X>/<Language>/ 18 mikewitherell@jetsetcom.net CERTIFIED INSTRUCTOR InDesign® complete tour of preferences Adobe InDesign CC In-Tools.com Preference Manager Script You should download and use a free script from InTools.com to backup and store multiple sets of preferences. To set preferences across one or more machines is tedious. Also, any time you trash preferences in InDesign, all your custom settings get lost. Preferences Manager is a free CC–CS4 script developed to solve the problem by saving preference sets which can be loaded at any time. You can save different preference sets as well as save preference sets which can be deployed across different computers. Preference Manager is a start-up script, which means that it is installed in the scripts folder and loads itself when InDesign starts up. The functions of the script are accessed by a menu item which the script creates. To install the script, download the script from: http://in-tools.com/article/scripts-blog/ preference-manager-script/ and unzip the file. It will unzip to a folder called PreferenceManager. Move the entire folder into your main Scripts folder. It is now installed. Preferences Manager should save and load just about all preferences, except for printer presets, pdf export presets, transparency; nor will it save or load any styles or swatches. DTPtools.com: Remember plugin A suite of 12 commercial plug-ins to make your InDesign work faster and more efficient. One of its components, called Remember, will protect and backup your InDesign preferences for you. The software is available for download here: http://www.dtptools.com/product.asp?id=blid Adobe InDesign has a tendency to lose track of its preferences! Each time you add a new plug-in, InDesign resets all its preferences, and even forgets your list of recent files. If something goes wrong and you have to reset or rebuild your preferences, there’s no good way to get your settings back. Remember is a simple plug-in with very little user interface. It simply remembers your preferences, recently opened documents, and other settings—and recalls them if they get reset. It can export and import your preferences files (including Glyph Sets, Workspaces, Find/Change queries, and more) so that you can easily share them with other InDesign users. Adobe InDesign CC complete tour of preferences JetSetcom.net & TrainingOnsite.com 19 TRAININGONSITE.COM publishing training consulting InDesign | InCopy | Adobe Creative Cloud | Photoshop | Illustrator Acrobat | Section 508 | FrameMaker | forms | scripts | iPad folio | epub mikewitherell@jetsetcom.net | Adobe Certified Expert | ACP | ACI urszulawitherell@jetsetcom.net | Adobe Certified Expert | ACP | ACI learn publishing with us at JetSetcom.net and TrainingOnsite.com let us teach your group at your onsite location or in our classroom JETSETCOM.NET publishing training consulting version September 27, 2013