Using InDesign Manual 2025

Photo by Mikayla Yue

USING INDESIGN MANUAL

USING INDESIGN Using InDesign provides instruction on how to use Adobe® InDesign®software, Walsworth’s Enhancements for InDesign and much more. After reading this manual and doing the activities and quizzes, you will understand why certain desktop publishing tasks are performed, along with learning how to perform them. InDesign and Walsworth’s Enhancements have many features to help in the creation of pages, but it takes practice to learn them. Once you have learned what is needed to create appealing pages, you just need the technology to do it. To install the Enhancements, go to Support Download in Yearbook Help and download the Enhancement Update installer for your size yearbook. version of InDesign and operating system.

Photo by Daniel Alvarez

2

USING INDESIGN LESSON ONE — FILES, FOLDERS AND FONTS

LESSON FOUR — USING MASTERS • Overview ...............................................................................35 • Background reading ...........................................................37 { Mastering the Parent Book • Activities ...............................................................................41 { Create a Parent Book (advisers only) { Use File Builder to create pages { Working with Parent Pages { Working from a new spread { Putting it all together • Evaluation .............................................................................46 LESSON FIVE — INDEXING • Overview ...............................................................................47 • Background reading ...........................................................48 { Down to the details • Activities ................................................................................50 { Using PDF Builder { Using Index • Evaluation .............................................................................52

• Overview ..................................................................................4 • Background reading ..............................................................6 { Achieving consistency with file { management and fonts • Activities ..................................................................................8 { Installing AWPC fonts • Evaluation ...............................................................................9 LESSON TWO — WORKING WITH INDESIGN • Overview ...............................................................................10 • Background reading ............................................................12 { No hard hat needed in the { InDesign work area • Activities ................................................................................19 { Working with palettes { Using Selection and Direct Selection tools { Working with shapes { Working with text and frames { Working with the Fill and Stroke palette { Working with swatches and colors { Working with rulers and guides • Evaluation .............................................................................27 LESSON THREE — WALSWORTH’S ENHANCEMENTS • Overview ...............................................................................28 • Background reading ...........................................................30 { Plug it in • Activities ...............................................................................32 { Using Express Libraries { Fun with ClikArt • Evaluation .............................................................................34

DO THIS FIRST!

1. Ensure the Walsworth Enhancements are loaded on your computer. To install the Enhancements, go to Support Download on Yearbook Help. Click to go to the Master InDesign section. Then download the proper version of the Enhancements for your system. 2. Find and copy the Using InDesign folder to the desktop of each computer used to complete these lessons.

3

LESSON ONE FILES, FOLDERS AND FONTS Objectives Upon completion of this lesson, students will: 1. Learn where to find Walsworth’s file and folder management system. 2. Understand why they should use AWPC fonts. 3. Learn about protecting files from disaster. Materials • Background { Achieving consistency with file management and fonts • Activities { Installing AWPC fonts • Evaluation Resources required • Your school’s version of Adobe InDesign installed • Permissions, browser settings and networking configuration addressed and granted by the school’s IT Department • Walsworth Enhancements from Support Download

Leaves , Sherwood High School, Sandy Spring, Maryland

LESSON 1

OVERVIEW

4

Terms to know • Backup The act of saving some or all of the information on a computer system to disk for safekeeping • Body Font Typefaces that can be used for body copy and captions; body fonts are usually plainer, less decorative and smaller than display fonts, 12 point or less • Corrupt File A file that contains scrambled, incomplete or unrecoverable data • Deadline Time and dates when items are due, such as copy and pictures to the editor or pages to the printer • Display Font More decorative typefaces usually used for headlines • File Any named collection of information stored on a disk or hard drive • Folder An icon on the computer desktop that looks like a manila file folder; used to hold documents, programs and other information • Font A set of letters, numbers, punctuation marks and symbols that share a unified design called a typeface; a group of related typefaces is called a type or font family • Font Family A set of fonts of the same typeface that comes in different styles and weights, such as bold, italic, bold italic Pages folder The storage place for InDesign pages and their content • Pixelated An undesirable effect in computer graphics caused when images or lines are rendered at too low a resolution, giving lines or edges a blocky appearance • Plug-in Usually a third-party vendor-developed software that provides an extra function not available in the standard software application • Proof A hard-copy printout or electronic version of a file used to check what will be printed in your book • Rasterize An image conversion performed by a raster image processor (RIP) that turns text and images into the matrix of pixels (bitmap) that will be displayed on screen or printed on the page • Subfolder A folder that is placed within another folder; also known as a subdirectory

Photo by Jaxon Nash

5

ACHIEVING CONSISTENCY WITH FILE MANAGEMENT AND FONTS

Stick to your file management system and a few fonts for a less stressful yearbook experience. Technology is great, but it can also work against you. Files can be misplaced, lost, garbled or written over. Fonts can create printing issues. However, with planning, technology can be your best friend when it comes to organization. File management Every year many yearbook advisers and staffs become stressed because their image files and pages have been misfiled. Good file management begins with the development of a sound filing strategy and then having every staff member use it consistently. In the case of yearbook development, file management refers to the process of saving and organizing documents such as page files, digital image files and graphic files. If you will be submitting pages to Walsworth using any graphics other than those found in the Walsworth ClikArt catalog, or if you place photos from a digital camera or scanner, you need to submit those files along with your page files. This is the point where good file management becomes critical. As a recommendation and a time saver for advisers and staff, use the WPCYB folder structure, located with the Enhancements in Support Download.

Madrono , Palo Alto Senior High School, Palo Alto, California

LESSON 1

BACKGROUND

6

An AWPC font is a TrueType font that is compatible with Walsworth’s yearbook printing processes. AWPC fonts are the only fonts not required to be submitted with yearbook page files. For your convenience, Walsworth supplies schools with more than 100 different font families that may be used on your yearbook pages. You can use any font that does not appear on Walsworth’s unsupported fonts list, located in the Installing Fonts section of The Process Manual (which can be found at yearbookhelp.com), provided you have purchased it and/or obtained the appropriate copyright permission. You must submit those on or before your first page deadline so they can be checked for reproduction quality. Because of the many ways fonts can be created, some downloadable Internet fonts or discount font collections may not correctly reproduce on our presses. For quality and cost reasons, we always recommend using AWPC fonts. Typically, you will want to choose only a few font families for your yearbook. Consistently using the same display and body fonts — fonts for headlines and copy respectively — will make reading your book easier. Decide on your fonts at the beginning of the year as part of your planning steps. Note that when you install the Walsworth Enhancements, AWPC Times and AWPC Helvetica font families are automatically installed as defaults. Any other AWPC font you want to use will have to be manually installed to your workstation. When you use AWPC fonts on your pages, they are automatically matched up when they get to Walsworth, making it unnecessary to send in the fonts with your page files. To see the Walsworth AWPC fonts, locate the AWPC Fonts PDF found in Yearbook Help or in the Yearbook Blueprint in your Planning Kit.

Disaster recovery Here is a scary thought: what happens to the yearbook files on the computer if the hard drive fails? Sometimes an experienced technician can recover the files, but in many cases, they are gone for good. Unless your school has installed an external backup device to each workstation, all files on a workstation are at risk. So, how do you protect all your hard work from possible disaster? The best course of action is to have a master WPCYB folder on a network server where, each day, you copy saved files out to the master folder. Your IT administrator likely will backup the server data files every night, ensuring your files are protected and recoverable. Note that while you can save and work on all your files directly from a network server, and many schools do so successfully, there is a small risk that a file could become corrupt. Also, should you decide to save your yearbook files directly to a server, do not delete the WPCYB folder from the workstation drives. These folders are required by the Walsworth Enhancements plug-in. Deletion of these folders will cause the Enhancement plug-in to fail.

Fonts In the early days of computer-generated text, fonts were limited and font images often looked pixelated, or like tiny blocks stacked to

look like a letter. As font technologies evolved, Apple, Inc. developed a scalable text-drawing process – vector font – which made the letters display and print the same. These types of fonts were later named TrueType fonts and they ushered in the power of desktop publishing software.

7

INSTALLING AWPC FONTS Note: To do all exercises, the Walsworth Enhancements from Support Download must be installed on each workstation, and the Using InDesign Activities folder must be copied to your desktop from Support Download. This exercise requires the student to have local IT permission to access the Control Panel menu and to install to the hard drive. Windows 10 1. Locate the Window’s Control Panel . 2. Open the Fonts folder. 3. Drag and drop the desired fonts from the _WPCYB folders (Body and/or Display). MacOS Mojave, Catalina and Big Sur To use fonts in your apps, you need to install the fonts using Font Book. 4. Open the Macintosh HD . 5. Under the Macintosh HD , go to Applications > Font Book . 6. Click the Add button + in the Font Book toolbar, locate the _WPCYB > AWPC Fonts folder. 7. Select either the Body or Display folder and select the font(s) you want to install then click Open . NOTE: You can also drag and drop the desired fonts into the Font Book, or double click the font and click Install Font

Raider , Gulliver Preparatory School, Miami, Florida

LESSON 1

ACTIVITIES

8

QUIZ True or false

The primary folder for yearbook file management is the WPCYB folder. A set of letters, numbers and punctuation marks is called a font family. AWPCTimes and AWPCArial are the fonts that are automatically installed with your Enhancements. If you use your own fonts, you need to send them to Walsworth on or before your first deadline.

Short answer 1. What is the purpose of the WPCYB folder?

2. File management refers to the process of saving and organizing what types of documents?

3. Why do you want to choose only a few font families to use?

Define these terms Body font

Folder

Pixelated

Proof

TrueType font

LESSON 1

EVALUATION

9

LESSON TWO WORKING WITH INDESIGN Objectives Upon completion of this lesson, students will: 1. Understand the basic InDesign tools and work area. 2. Know how to use the InDesign Toolbox. 3. Know how to access InDesign palettes. 4. Know how to work with text, color, shapes and guides. Materials • Background { No hard hat needed in the InDesign work area • Activities { Working with palettes { Using Selection and Direct Selection tools { Working with shapes { Working with text and frames { Working with the Fill and Stroke palette

{ Working with swatches and color { Working with rulers and guides • Evaluation Resources required

• Your school’s version of Adobe InDesign installed • Permissions, browser settings and networking configuration addressed and granted by the school’s IT Department • Walsworth’s Enhancements • InDesign Template files from the Enhancement folder at Support Download

LESSON 2

OVERVIEW

10

Terms to know • CMYK Acronym for Cyan, Magenta, Yellow and blacK, the four colors used in color printing • Control Panel A palette in the InDesign workspace that allows you to manipulate text or other page elements quickly and easily • Dock Two or more palettes grouped together • Docking The ac tion of anchoring a palette to a fixed position along the edge of a work area or to another palette • Fill The inside color of a page or graphic element • Float The action of undocking a palette or toolbar so that it can be moved to any location on a work area • Grid A form of design that uses horizontal and vertical lines to specify the placement of page elements • Guides Vertical and horizontal reference markers used to help direct precise placement of objects on a layout • Gutter The vertical space between the inside margins of facing pages • InDesign Main Menu Consists of File, Edit, Layout, Type, Object, Table, View, Window and Help, with each menu name containing a submenu leading to numerous options or tasks related to the menu Line Small, open paths with anchor points on the end that are called endpoints • Objects Anything created on a page intended for printing, such as shapes, image windows, text boxes, curved paths and straight lines • Palette An InDesign feature that provides easy access to various commands, for example, all colors are in the Colors palette, and type styles are in the Styles palette • Path One or more straight or curved segments • Pica A printer’s unit of measurement used primarily in typesetting; one pica equals 1/6 of an inch, or 12 points • Point A measurement for type, the smallest unit of measurement in publishing; there are 12 points per pica and 72 points per inch; the height of a line of text measured from ascender to descender • Segment A line that has a beginning and an ending point; can be straight or curved • Stroke The border around any page element, mea sured in points of thickness • Tool palette An InDesign palette that contains all tools for drawing and manipulating page elements

Photo by Kaley Schabel

11

NO HARD HAT NEEDED IN THE INDESIGN WORK AREA Once you learn the concepts of good page design, and you learn how to use InDesign, you are limited only by your imagination. Page creation software has inherent abilities to create great effects. But like hammering a nail, you need to know how the tool — the hammer — works to properly drive in the nail. In this case, the tool is InDesign. When opening InDesign for the first time, you will see a lot of buttons, some menu items, a floating toolbar and some boxes on the right side that appear to be slightly hidden. If you have installed the Walsworth Enhancements, you will also see the Enhancements Control Center floating on the desktop. To better understand the InDesign features, let’s take a closer look at the work area. InDesign main menu Like most software applications, InDesign has a main menu at the top of the workspace. If you click on File, you see the Open, Close, Save and Exit menus. If you click on Edit, you see the Cut, Copy and Paste menus. To access the InDesign palettes, click the Window menu. Add special effects, such as shadows and feathers, which can be found under the Object menu, or by using the fx button on the Effects palette. Use the keyboard shortcut command under each menu as you gain more experience.

The View, Timberview Middle School, Keller, Texas

LESSON 2

BACKGROUND

12

MAIN MENU

CONTROL PANEL

RULERS

PALETTES

CONTROL CENTER

TOOLBOX

INDESIGN TOOLBOX

DRAWING AND TYPE TOOLS (CONT.)

TRANSFORM TOOLS

Line Tool (\)

Scissors Tool (C)

Pen Tool (P)

Scale Tool (S)

Add Anchor Point (=)

Free Transformation Tool (E)

Delete Anchor Point (-)

Rotate Tool (R)

SELECTION TOOLS

Content Direction Point (Shift + P)

Shear Tool (O)

Selection (V)

Pencil Tool (N)

Gradient Swatch Tool (G)

Direct Selection (A)

Smooth Tool

Gradient Feather Tool (Shift + G)

Page Tool (Shift + P)

MODIFICATION AND NAVIGATION TOOLS

Erase Tool

Gap Tool (U)

Rectangle Frame Tool (F)

Note Tool

Content Collector Tool (B)

Elipse Frame Tool

Eyedropper (I)

Content Placer tool (B)

Polygon Frame Tool

Color Theme Tool (Shift + I)

DRAWING AND TYPE TOOLS

Rectangle Tool (M)

Measure Tool (K)

Type Tool (T)

Elipse Tool (L)

Hand Tool (H)

Type on a Path Tool (Shift + T)

Polygon Tool

Zoom Tool (Z)

13

Toolbox The Toolbox , also called Tools, contains all items you need for drawing, text and object creation and the manipulation tools you will use to create your yearbook spreads. To open the Toolbox, go to Window > Tools. Many of the tools in the toolbox have hidden tools nested underneath. For example, the Rectangle tool has a small arrow at the lower right corner of its icon. Click and hold the Rectangle tool button and you will be able to access the Ellipse and Polygon tools. Palettes Palettes are floating windows that allow various tasks to be performed easily. There are a number of palettes in InDesign to help you monitor and modify your work. You can access palettes under the Window menu.

Docking a palette You can organize your workspace by docking palettes into groups or vertically to the right side of the workspace. To dock a palette, drag the tab of one palette to the lower edge of another palette. When the bottom of the other palette highlights, release the mouse button and the two palettes will connect. To separate docked palettes, drag the tab of the docked palette away from the group of palettes. The action of unlocking a palette or toolbar is called to float. You can reset all palette locations by choosing Window > Workspace > Default. Show and Hide palettes To open or close a palette, click on the Window menu and choose the palette. To show or hide all open palettes at one time, make sure you do not have a text-insertion point in text or in a text palette box, and then press the Tab key. To close a palette, click the Close button in the upper left or right corner of the palette, depending on your operating system. Rulers When you open a new or existing document, located just above and to the left are ruler markers in picas. You can change these units of measurement to other types by selecting Edit > Preferences > Units & Increments (Windows) or InDesign > Preferences > Units & Increments (Mac). The default is in picas. Or, you can change it on the fly by right-clicking (Windows) or Control-clicking (Mac) on the ruler itself and changing the type there. To activate ruler guides, click and drag on the top or left ruler and place the guide on the page. Remember to use the black arrow (Selection tool), to place the ruler guide on your page. Grids Depending on how you are creating your layout, using only the ruler guides to align objects, frames, and text may not be enough. For precise layout work, you may want to use baseline or document grids . A baseline grid is particularly helpful when spacing text on your layout. The document grid looks like graph paper and is useful for placing objects and text in

Palette tabs The Palette tab is located at the top or side of the palette and looks similar to a folder tab. By

selecting the tab, you can pull a palette to the front, drag the palette to the outside of the group palette or create a new palette. Control Panel The Control Panel (below) will allow you to make precise manipulations to objects and type. It is visible under the main menu at the top of the program. If it is not visible, the Control Panel can be found under Window > Control. This is different from the Control Center, which is a Walsworth Enhancement. Typically you will use the Control Panel in relationship to objects by adjusting their location on the page spread, as well as specific object width and height.

14

Bounding boxes A bounding box is a rectangle that represents an object’s horizontal and vertical dimensions. The bounding box makes it easy to work with an entire object. Selection handles When an object is selected, the points displayed around the bounding box are selection

precise locations. To access these tools, select View > Grids and Guides. To change the size of the grid squares select Edit > Preferences > Grids (Windows) or InDesign > Preferences > Grids (Mac). Guides As their name implies, guides help with the placement of graphics and text on your page. There are three types of guides — horizontal, vertical and column. All three are useful for providing a visual reference when creating a modular design in your layout. Guides can be set to fit the entire page or just within the margins. You will learn more about guides and rulers in Lesson 3.

handles. Using the Selection or Direct Selection tool, you can click and drag these handles to resize or reshape the object. Paths and lines A path is an object you draw that you can use as a line, a frame for text or graphics, or a filled graphic. A path is made up of one or more straight or curved segments. Height and Width use the Selection or Direct Selection tool to modify the object size, but occasionally the Control Panel’s Height and Width fields will help you get the exact measurement you need. When you must maintain the proportion of the object while changing the value of the height or the width, press on the chain link icon in the Control Panel to link the Height and Width together. This does not apply to selecting frame handles with the Select or Direct Select tools. X, Y coordinates Every object exists on a location on or outside the page. The software, using a coordinate system similar to an X, Y coordinate grid in algebra, measures these locations. X is the horizontal line measurement, and Y is the vertical measurement. Objects will always have a location on both axes. InDesign also measures object size in picas, inches, points and millimeters. Objects left of the gutter are measured in negative numbers on the X-axis (e.g., -14p). Objects on the right of this area are positive numbers (e.g., 40p1). Every object is measured with a Height and a Width (H and W). Most of the time you will

ABOUT THE INDESIGN TOOLBOX Selection tool

The Selection tool is used to move or resize objects. If you select a photo with the Selection tool and press the Delete key, you

will delete the frame and the photo. To switch to the Selection tool, either click it in the Toolbox or be sure you do not have a text cursor inside a text block, then press V on the keyboard. Direct Selection tool

The Direct Selection tool is used to select objects found inside groups or frames. If you select a photo with the Direct Selection

tool and press the Delete key, you will delete the photo but not the frame. To switch to the Direct Selection tool, be sure you do not have a text cursor inside a text block, and then press A on the keyboard. Gap tool

The Gap tool is used to quickly adjust the size of a gap between two or more objects. Use the Gap tool to click on the space

between objects on a page, then drag the cursor to change the dimensions of the objects uniformly. The space between objects will remain the same. With the auto-fit setting turned on in the Control Panel, images will be appropriately scaled while using the Gap tool.

15

Drawing a perfect circle, square or polygon Hold down the Shift key while you draw the shape. Even after a shape is created, you can always keep a shape proportional by holding down the Shift key while you adjust the size. Drawing a star Double-click on the Polygon tool in the Toolbox. Change the value of the Star Inset to something

On the Y-axis, the zero-point for Y is at the top edge of the page. However, the Y-axis is flipped from the commonly used Cartesian grid. Anything below the top of the page, which includes the entire page, is a positive number. Anything above the top edge of the page spread is a negative number. Frame/bounding box No matter the shape or size of an object, or whether text is fully visible in a frame , each object is contained within a frame or bounding box. When you highlight an object, the frame becomes visible along with its eight handles. Points Points are the smallest whole units of measurement in publishing. There are 72 points in an inch, and 12 points to a pica. InDesign will also compute the value of points as integers. For example, you could enter the value 13p9.345. This means the value is 13 picas + 9.345 points. SHAPES Drawing rectangles, elipses and polygons the Rectangle tool and then click on the Ellipse tool. Now you can draw an ellipse. Repeat the process for creating a polygon shape. Using shape tools or frame tools It is preferable to use the shape tools to draw page elements on your yearbook spreads. Drawing lines Click on the Rectangle tool , not the Rectangle Frame tool, and you can draw a rectangle box. Click and hold down

other than zero (e.g., 50%) and the next polygon you draw will have a star shape.

Deleting a shape Using the Selection tool, click on the shape you want to delete. Then click the Delete key or Backspace key on your keyboard. Using the Selection tool, you can go to Edit > Select All and then click the Delete key and delete everything on your page at one time. Aligning shapes There are two ways to align objects on the page. You can drag guides out of the rulers that appear above and to the left of the page and use those to line up your elements. Or you can select multiple objects and align them in various ways using the Align palette.

TEXT AND FRAMES Creating text in InDesign

The Line tool can be used in two ways. First, with just the Line tool, you can draw a line in any direction and at any angle

Use the “T” or Type tool to add text to a page. Type can be added by creating a new text frame, or by clicking with the Type tool inside an existing shape, which changes the properties of that shape into a text frame.

on the page. To constrain a line to 45° angles, or to constrain the width and height of a path or frame to the same proportions, hold down the Shift key as you click and drag.

16

Using the Control panel with type The Control panel has two modes when using it with type. If you are using the Type tool to create or select text, the character mode will appear in the Control Panel. This gives you tools to modify font, size, line spacing, kerning, tracking and much more. The Control Panel also has paragraph mode, which allows you to adjust entire paragraphs or stories at once. This includes options for alignment, margins, styles and columns. Text frames Text frames refer to an area that contains text or copy in a document. The boundary or scope of the text box is defined by a bounding box with text frame handles and in and out ports for linking or threading text boxes. Placeholder text Placeholder text

FILL AND STROKE A stroke

A stroke is a line that surrounds an object, also known as the border. Text characters and the outside of text frames can also have

a stroke just like shapes and paths.

Stroke palette The Stroke palette is used to select the width and style of the stroke or border of the shape or path. Stroke weight The stroke weight is the thickness of the line created by the Stroke palette. In the Stroke palette, you can view additional options by selecting the palette menu and choosing Show Options. Fill Fill refers to the color or mix of colors color. A fill can be applied to an object by selecting the object and clicking a color in the Swatches palette. A gradient fill can be applied by selecting the Gradient Swatch or Gradient Feather tool, then click, hold and drag across a selected object. Swatches palette The Swatches palette is used to control the color used in a document. When the stroke or fill of a selected object or text contains a color or even a tint of a color, the applied swatch is highlighted in the Swatches palette. applied to the inside of an object. Fills can also be paper, none or a gradient of any

is used to design a page until you have the actual text to

work with. To fill a text frame with placeholder text, click in a text frame so you have a blinking cursor, then go to Type > Fill with Placeholder Text. Overset text

When working within a text frame, you may see a red plus sign in the bottom right of the frame. This indicates that there is hidden or overset text within that frame. To

reveal this text, you need to stretch the text frames to increase the width or height, or by flowing the overset text into another text frame.

17

Controlling the stroke and fill

Color poster When you specify Formula Colors on your pages, always choose the colors you want from Walsworth’s Formula Color poster. These printed versions of the colors will match what will actually be printed on your yearbook pages.

You can switch the color that has been assigned to the fill with the color that has been assigned to the stroke using the Toolbox. The bottom portion of the Toolbox contains a Swap Fill and Stroke

double arrow. When this arrow is clicked, the color assigned to the fill will be changed or swapped with the color assigned to the stroke. The keyboard shortcut is Shift + X.

RULERS AND GUIDES Rulers

These measuring tools help you align items on a page. On the Walsworth template, both the vertical and horizontal rulers are preset to picas. Click in the white space on either side of “0” and drag a ruler guide down one side of the page. While holding down the Ctrl key (Windows) or Command key (Mac) and clicking with the mouse, you will bring the ruler guide down across both pages of the spread. Guides Guides are nonprinting elements that help you position objects on a page. InDesign has both page guides and spread guides. Snap to guides This option causes objects to pull toward the nearest guide when they are created, moved or sized. To change the range in which an object will snap to a guide, use Snap to Zone. To change the Snap to Zone, select Edit > Preferences > Guides (Windows) or InDesign > Preferences >Guides (Mac). Removing guides Ruler guides are selectable items that can be moved or deleted. You can remove a guide by pressing the Delete button, or by dragging it back into the ruler and off the page.

USING COLOR ON PAGES Swatches Swatches are predetermined colors. The Swatches palette contains these swatches. When you select colors from the Color Information dialog, these Formula Colors will appear in the Swatches palette. The Swatches palette also makes it easy to apply colors to objects or text in your publication. Process color

Process colors are created by mixing percentages of the four colors used in printing — Cyan, Magenta, Yellow and blacK — also known as CMYK. Always be careful when mixing your own colors because what you see on your computer monitor does not necessarily reflect the color that will be printed in your book,because most computer screens are not calibrated for press match. Each computer may display colors differently. Formula Colors A Formula Color refers to specific blends of CMYK created by Walsworth that can be used on any four color page in your book. There are more than 440 specially blended Walsworth Formula Colors.

18

WORKING WITH PALETTES Note: To do all exercises, the Walsworth Enhancements from Support Download must be installed on each workstation, and the Using InDesign Activities folder must be copied to your desktop from Support Download. Palettes are floating windows that allow various tasks to be performed easily. Practice manipulating InDesign’s palettes by following these steps. 1. Open InDesign from the desktop icon or program list on your workstation.

2. Either click the Walsworth menu > New Spread or use the New Spread icon on the Walsworth Control Center. 3. Click and hold on the Swatches tab, then drag the swatches palette to the desktop. 4. Do the same for Stroke and Object Styles . 5. Click on the thick blue or gray frame bar at the top of each of the floating palettes, and drag over

to the palette space until it barely touches the bottom of a palette or palette group. Release the mouse button. The palette will dock to the bottom of the above palette. 6. Dock the remaining two palettes you moved earlier. 7. Now click on the tab on

each of the palettes and drag them directly back in to their palette groups. Notice how each palette reassigns itself to the palette group.

8. Choose Window > Workspace > Reset xxxx to clean up the palettes, again. 9. Double-click on the top of the Toolbox to change its mode to single column, then horizontal and then back to the two-column default.

LESSON 2

ACTIVITIES

19

USING SELECTION AND DIRECT SELECTION TOOLS Note: To do all exercises, the Walsworth Enhancements from Support Download must be installed on each workstation, and the Using InDesign Activities folder must be copied to your desktop from Support Download. The Selection tool is used to move or resize objects. The Direct Selection tool is used to select objects found inside groups or frames. Practice using these tools and performing the different tasks that can be done with them. Practice Using the Selection tool 1. Open the file named L2X2A. 3. Click and drag the rectangle to a new location. Notice you must click and drag on the outside border to move the rectangle because it has no fill. 4. Resize the rectangle by clicking and dragging on one of the handles — the small square boxes on the frame. 5. Click the black circle with the Selection tool. Resize the circle from one of the handles. 6. Click on the image with the Selection tool. Crop the image from one of the outside handles. Practice Using the Direct Selection tool 1. Select the Direction Selection tool in the Toolbox. 2. Click on the black circle . 3. Locate one of the four anchor points on the bounding box. 4. Click and drag from one of these anchor points to reshape the circle. Experiment with the Direct Selection tool. 1. Click on the fish or the curved path object . 2. Click and drag on either the points or the curved lines to reshape the objects. Practice working with frame contents. 1. Click on the image with the Direct Selection tool. 2. Click and hold the image until the cursor changes to a hand and you see the ghosted version of the image. 3. Move the image within the frame to re-crop it. indd located on your desktop in the Using InDesign > Lesson 2 > InDesign CSx folder (x is your InDesign version). 2. Locate the rectangle in the top left page of the spread.

Photo by Kennedy Brown

20

Move multiple points. 1. Click on the roof of the house with the Direct Selection tool. 2. Click and drag a lasso around the two points on the top of the roof so they both are selected. 3. Press the up/down arrow keys on the keyboard to raise or lower the roof. 4. Click File > Save As > SelectionA.indd and save it to the Using InDesign > Lesson 2 folder on your desktop. Change the location of certain objects on the page coordinate system using the Control Panel. 1. Open lesson file L2X2B.indd located on your desktop in the Using InDesign >

Lesson 2 > InDesign folder (x is your InDesign version). 2. Select the five-pointed star with the Selection tool. Note its X, Y location in the Control Panel. Change the value of X to -23p and press Enter . Notice the shape goes from one side of the spread to the other.

3. Select the folio text boxes with the Selection tool. In the Control Panel, change its X value simply by adding a negative sign in front of the existing value. This should swap it to the other side of the page. Repeat the process with the folio page number. Change the dimensions of objects by changing their height and width in the Control Panel. 1. Select the center of the collage image with the Direct Selection tool.

2. On the Control panel, make sure the constrain proportion chain link is connected so the image will stay in proportion. Enter a value of 35p in the Width field and press Enter .

Photo by Nathaniel George

21

WORKING WITH SHAPES Note: To do all exercises, the Walsworth Enhancements from Support Download must be installed on each workstation, and the Using InDesign Activities folder must be copied to your desktop from Support Download. Shapes can be as simple as rectangles or as fancy as stars. Use the tools in InDesign to create them or to draw your own and adjust them.

Practice Drawing Shapes 1. Open the file named L2X3A.indd located in the Using InDesign > Lesson 2 > InDesign folder on your desktop. 2. Select the Rectangle, Elipse or Polygon tools from the InDesign Toolbox. 3. On the right page, draw all of the shapes the same way they look on the left page. Practice Creating and Deleting Other Shapes 1. Draw some original shapes, then copy and paste them. 2. Holding down the Alt key (Windows) or Alt Option key (Mac), drag a shape and see how it automatically copies it. 3. Delete one or more shapes by selecting one and pressing the Delete key. 4. Press Ctrl + Z (Windows) or Command + Z (Mac) to undo the last step. Align shapes. manual adjustments. To use the guides, click and hold the arrow on the horizontal or vertical rulers and drag down or over on the page. 3. Go to View > Grid & Guides and make sure Snap to Guides is turned on. 4. Drag objects close to the guides until they snap to them. 5. To nudge an object into position, simply select the object and use the arrow keys on the keyboard to move them in the direction desired. 6. Click File > Save As > Shapes.indd and save it to the Using InDesign > Lesson 2 folder 1. Open the Align palette by choosing Window > Object & Layout > Align and practice selecting various objects and aligning them. 2. Use guides to help provide a reference point for

Photo by Krystal Thompson

22

WORKING WITH TEXT AND FRAMES Note: To do all exercises, the Walsworth Enhancements from Support Download must be installed on each workstation, and the Using InDesign Activities folder must be copied to your desktop from Support Download. With InDesign, copy can be created right on the page, or brought in from another document.

Practice editing text on the page. 1. Open the file named L2X4A.indd located in the Using InDesign > Lesson 2 > InDesign folder on your desktop (x is your InDesign version). 2. Choose the Type tool from the Toolbox. 3. Click the I-beam cursor on your page and highlight the words “HEADLINE TEXT” in the headline text frame. 4. Type in a different headline, such as “We Are the Champions!” 5. Locate the Character control in the Control Panel. 6. Change the font to AWPCHelvetica. Practice creating text frames. 1. Using the Type tool, click and drag to create a text frame underneath the headline text frame. 2. Click within your new frame and type the subheading, “Yearbook with a little dose of me.” 3. Highlight the subhead text; change the font to AWPCTimesItalic and the size to 18. 4. When finished, click the Preview button on the Toolbox to see the type without frames. After seeing this, go back to normal mode. Practice adding placeholder text. 5. Locate the purple oval on the page spread. 6. Using the Type tool, click within the oval shape to convert it to a text frame. 7. From the menu, choose Type > Fill with Placeholder Text ; or right-click in the oval frame and select Fill with Placeholder Text from the alternate menu.

Practice flowing overset text into another text frame. 1. Locate the square text frame with the “Lorem Ipsom” filler text inside. 2. Choose the Selection tool from the Toolbox . 3. Find and click on the small red plus sign at the bottom right of the text frame. 4. As you move the mouse, notice the cursor has changed to a loaded text cursor. 5. Hover over the empty text frame to the right. When you see the chain link, click in that frame. Linked text has now flowed into the new frame. 6. Click the red plus sign on the new text frame. With the loaded cursor, click and drag to draw a text frame on the last column. 7. When the column is created, remaining text will flow into it. 8. Using the Selection tool, adjust the size of the third column to reveal all overset text. 9. Click on File > Save As > TextFrames.indd and save it to the Using InDesign > Lesson 2 folder on your desktop.

23

WORKING WITH THE FILL AND STROKE PALETTE Note: To do all exercises, the Walsworth Enhancements from

Support Download must be installed on each workstation, and the Using InDesign Activities folder must be copied to your desktop from Support Download.

A stroke is a border and can have different widths. Fill is the color or mix of colors applied to the inside of an object. Practice using the Stroke and Swatches palettes to create strokes and fill.

1. Open the file named L2X5A.indd located in the Using InDesign > Lesson 2 folder on your desktop (x is your InDesign version). 2. Open both the Stroke and the Swatches palettes from the Window menu. 3. On this page there are five pairs of objects. Select the first object in the pair. Using the Fill and Stroke selectors from the Tool palette, along with the Stroke palette, make note of the Fill and/or Stroke color, as well as using the Stroke palette to determine what the weight and/or style of the Stroke is. Note that with type and text frames, you must highlight the type using the Type tool to modify the fill or stroke of the type. Otherwise, you will affect the text frame. 4. Select the second object in the pair and change the Fill and Stroke options to mimic the properties from the first object. 5. When applying the gradient to the circle shapes, you can use the Gradient palette or the Gradient tool to reverse the direction of the gradient. Notice that when you click on an object you can see the color applied to the fill or stroke of that object in the Swatches palette. 6. To change a line from solid to some other pattern, use the Type drop down box in the Stroke palette. 7. Click File > Save As > FillStroke.indd and save it to the Using InDesign > Lesson 2 folder on your desktop.

Photo by Montanah Middleton

24

WORKING WITH SWATCHES AND COLOR Note: To do all exercises, the Walsworth Enhancements from Support Download must be installed on each workstation, and the Using InDesign Activities folder must be copied to your desktop from Support Download. Four color — or all color — are terms that refer to full color printing using the four ink colors C yan, M agenta, Y ellow and blac K ( CMYK ). To practice the various tasks using color, start at the InDesign desktop, locate the Walsworth Control Center and find the New Spread button. Practice using the Color Information plug in to specify color for your pages. 1. Open a new spread. 2. Leave the page

3. Select the headline by clicking on it with the Selection tool. 4. With the Swatches

palette open (Window > Swatches) , click on the color you wish to apply to the headline. The element will appear in the color you have applied. 5. If you only want the first letter in each word to have a different color, use the Type tool to highlight that one letter. 6. Apply the color desired.

7. Place a piece of grayscale or line art from the Using InDesign > Lesson 2 > ClikArt folder on your desktop. 8. Select the element by clicking on it with the Direct Selection tool. 9. With the Swatches palette open ( Windows > Swatches ), click on the color you wish to apply to the clip art. The element will appear in the color you have applied. Practice applying the colors and tints to the fill and stroke of page elements. 1. Using the Rectangle tool, draw a square on your page. 2. Open or select the Swatches palette. 3. Select the box and then click the Stroke at the top of the Swatches palette. This will apply the color only to the border. 4. Click the color you wish to apply. 5. Select the box again, and then click to select the Fill at the top of the Swatches palette. This will apply the color only to the inside of the element. 6. Click on a different color you wish to apply. 7. Follow the same instructions to apply color to either the fill or stroke of text, but click the Text Formatting (T) button at the top of the Swatches palette. 8. Apply a fill and stroke to the headline you created. 9. To apply a tint to a color, click on the rectangle you created above. 10. 10. Use the percentage drop-down menu at the top of the Swatches palette to select the percentage of color you wish to apply. 11. Click File > Save As > Color.indd and save it to the Using InDesign > Lesson 2 folder on your desktop.

range numbers 2-3 in the Modify Page Range dialog. Do not uncheck the Maintain document length button.

3. Make the spread a four-color spread. 4. Select Apply Color Information and Apply Changes .

5. When prompted to save, click Cancel. 6. Click the Color Information button on the Control Center. 7. Click the +Formula check box to open the Color Selector. To see the color chart, click on View Swatches . Make note of the Formula Color numbers you might want to add to your color selection list. 8. When the Color Selector dialog opens, click to check the Formula Color(s) you wish to use; or, you may select F0200, F0700, F1500, F3350, F4000, F4500, F4860 and F4900 for this exercise. 9. Click Apply Chosen Color(s) . 10. Once your colors are chosen, click Apply Color Information . Your colors will be added to the Swatches palette Practice applying color to page elements. 1. On your page, create a text frame and type the headline, “Working Hard at the Salt Mines.” 2. Select AWPCClarenceBold from the fonts list. Make the size 36 point.

25

WORKING WITH RULERS AND GUIDES Note: To do all exercises, the Walsworth Enhancements from Support Download must be installed on each workstation, and the Using InDesign Activities folder must be copied to your desktop from Support Download. Rulers and guides help you align items on a page. To start, open a blank spread by pressing the New Spread button on the Control Center. Leave the page range at 2-3 , and click OK . Set the page color to Four Color on both pages, click on Apply Color Information , then click Cancel . Practice setting column guides. 1. Select Layout > Margins and Columns . Margins should not be changed on the Walsworth template. 2. Check the Preview box so you can see your changes. 3. Set the Number of Columns to 4 and verify the gutter is 1p0 pica. 4. Click OK . You should see four columns on both pages. Practice setting horizontal guides. 1. Select Layout > Create Guides . This will

allow you to bring in horizontal guides spaced evenly down the page like your column guides. 2. Set the number of rows to 4 and verify the gutter is 1p0 pica.

3. Under the Options section, select Fit Guides to Margins . 4. Click OK . You should see four primary rows on each page. Practice setting up ruler guides. 1. Move your cursor over the horizontal ruler at the top of the right page of the spread.

2. Click and drag a ruler guide out of the ruler to the 14th pica. Hold down the Shift key to snap to the pica ruler while dragging. Keep an eye on the Y-coordinate so you know when you are on the 14th pica. 3. Release the mouse button. Notice that the page guide only appears on the right page. 4. Click and drag on the vertical ruler on the left to move a guide to the 26th pica on the left page. 5. To clear the guides, press Ctrl + ; (Control key plus the semi-colon key).

Photo by Jessica Morrow

26

QUIZ True or false

Toolbox is a set of palettes that are grouped together on the main window of the work area. Guides are vertical and horizontal reference markers used to help direct precise placement of objects on a layout.

Palettes can be grouped together by docking.

Text characteristics and styles can be changed under Type in the Main Menu.

Text characters cannot have a stroke.

The Swatches palette is used to control the stroke used in a document.

You can switch the color assigned to the fill with the color assigned to the stroke using the Stroke palette.

Text frame handles are part of an image frame and allow you to enter text.

Short answer 1. Which InDesign tool is used to move or resize objects and images?

2. What is the smallest unit of measure in desktop print publishing?

3. If you click and hold on an image with the Direct Selection tool, the cursor will change to what image, allowing you to move the photo within the frame?

4. What is a palette?

5. Name the grids that are typically used for text and text frame alignment and object placement.

6. To adjust the width and height of a shape at the same time, use the selection handle located where on the shape?

Define these terms Control Panel

Fill

Grid

Line

LESSON 2

EVALUATION

27