InDesign CS6 a complete tour of preferences

Transcription

ADOBE® INDESIGN® CS6
a complete tour of preferences
covering InDesign CS6
also showing document preferences versus application
preferences and how to preserve and reset preferences
CERTIFIED
INSTRUCTOR
InDesign®
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.
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.
Mac
Win
2 Interface Preferences
InDesign > Preferences (Cmd+K, Mac) or
Edit > Preferences (Ctrl+K, Win), and click on
the Interface pane; the second 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.
2 [email protected]
complete tour of preferences Adobe InDesign CS6
3 Type Preferences
Preferences (Ctrl+K, Win) and click on the Type
pane; the third pane of the Preferences sections.
Doc Pref!
App Pref!
Doc Pref!
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.
App Pref!
Doc Pref!
App Pref!
App Pref!
New in 6
The Font Preview Size should be adjusted to
show a Large preview, thus making it easier to
see the differences among typefaces.
App Pref!
The Drag and Drop Text Editing should be
turned on by clicking the check mark beside
Enable in Layout View.
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.
Mac
Win
Type
4 Advanced
Preferences
InDesign > Preferences (Cmd+K, Mac) or Edit
> Preferences (Ctrl+K, Win), and click on the
Advanced Type pane; the fourth pane of the
Preferences sections.
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.
Doc Pref!
App Pref!
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.
Adobe InDesign CS6 complete tour of preferences
JetSetcom.net & TrainingOnsite.com 3
5 Composition Preferences
Edit > Preferences (Ctrl+K, Win) and click on
the Composition pane; the fifth pane of the
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.
Mac
Win
& Increments
6 Units
Preferences
Units & Increments pane; the sixth pane of the
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.
4 [email protected]
7 Grids Preferences
> Preferences (Ctrl+K, Win) and click on the
Grids pane. This is the seventh pane of the
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. Guides in Back is
available at the right-click of any empty area of
the document window.
Mac
Win
& Pasteboard
8 Guides
Preferences
> Preferences (Ctrl+K, Windows), and click on
the Guides & Pasteboard pane; the eighth pane
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.
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!
App Pref!
Doc Pref!
App Pref!
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.
9 Dictionary Preferences
Edit > Preferences (Ctrl+K, Win) and click on
the Dictionary pane; the ninth pane of the
App Pref!
InDesign CS6 has a new Hunspell open source
dictionary. This is a web-based dictionary that
can grow and add new words automatically.
Doc Pref!
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.
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.
Doc Pref!
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.
Mac
Win
10Spelling Preferences
Spelling pane. This is the tenth pane of the
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.
6 [email protected]
11Autocorrect
Preferences
> Preferences (Ctrl+K, Windows) and click on
the Autocorrect pane. This is the eleventh pane
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 frequentlytyped long email and web addresses.
This is limited to 64 characters but can include
spacebar spaces.
Mac
Win
12Notes Preferences
Preferences (Ctrl+K, Windows), and click on the
Notes pane; the twelfth pane of the Preferences
sections; and 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, 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
13Track
Preferences
menu > Preferences (Ctrl+K, Windows) and click
on the Track Changes pane; the thirteenth pane
of the Preferences sections, and an application
preference.
InDesign CS6 has 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.
Mac
Win
Editor Display
14Story
Preferences
> Preferences (Ctrl+K, Windows), and click on
the Story Editor Display pane. This is the fourteenth pane of the Preferences sections and is
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 white background.
8 [email protected]
Performance
15Display
Preferences
Preferences (Ctrl+K, Windows) and click on the
Display Performance pane; the fifteenth pane
of the sections, and an application preference.
Set the Default View and the Adjust View Settings
to High Quality and adjust the Greek Type Below
value to zero points. Greeking means showing
gray bars instead of text characters.
App Pref!
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.
When you zoom in to a page, you get as much
detail as the original art contains. When you
are color managing your Creative Suite print
publishing applications, color images stay with
the same hue, saturation, and brightness, which
is a real benefit to graphic designers.
Mac
Win
of Black
16Appearance
Preferences
> Preferences (Ctrl+K, Windows), and click
on the Appearance of Black pane. This is the
sixteenth pane of the Preferences sections and
is an application preference.
On Screen means on your monitor. Would you
like to see 100% process black as slightly grayer
than a rich build of black?
App Pref!
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 on
a CMYK PDF file.
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
underneath).
Handling
17File
Preferences
Preferences (Ctrl+K, Windows) and click on the
Display Performance pane. This is the 17th pane
of the Preferences; an application preference.
App Pref!
Document Recovery Data shows the path to
the backup file folder where the backup copy
of your document is stored.
Doc Pref!
Snippet Import positioned at the Cursor Location
is generally the way I like to use xml snippets.
App 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.
App Pref!
Doc Pref!
App Pref!
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.
Mac
Win
Handling
18Clipboard
Preferences
> Preferences (Ctrl+K, Windows), and click
on the Appearance of Black pane. This is the
eighteenth pane of the Preferences sections
and is 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.
10 [email protected]
Panel menu button > Panel
19Pages
Options
Pages Panel > click the panel menu button flyout > and choose
Panel Options to get to this dialog box.
I usually turn off the Show Vertically switches for the Masters
icons. This arranges master page icons in a denser horizontal
layout that is more compact in size than when using a vertical
arrangement of page icons.
ce!
Workspa
To arrange the Pages icons horizontally, you click above Panel
Options on View Pages menu and choose horizontally. Don’t
do this if you have alternate layouts being developed for digital
tablet publishing.
The icons can show or not 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 flyout is the
ability to apply color-coded 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.
Mac
Win
20Customize 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.
Style
21Paragraph
Options > 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 a document,
nor have any styles based on this one.
Mac
Win
aragraph Style
22POptions
> 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.
Set the Hyphen Limit to 1 hyphen. This eliminates
multiple stacked hyphens on successive lines,
called ladders, 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.
Style
23Paragraph
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 90% | 100% | 110%
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.
Mac
Win
24Why not pre-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.
As far as 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.
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.
25Pre-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.
Mac
Global!
Win
Trouble-shoot by deleting InDesign preferences files
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 Ctrl + Alt + Shift (Windows) or Cmd + Ctrl + Opt + Shift
(Mac), 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>/
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 the preferences the way you want
across one or more machines can be tedious. Also, any time you trash preferences in InDesign, all your custom settings get lost.
Preferences Manger is a free CS5/CS4 script developed to solve the problem
of the time it takes to save and load preferences. It offers the ability to save
preference sets which can be loaded at any time. You can save different preference sets with settings that you might use under different circumstances 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, simply
download the script from
http://in-tools.com/article/scripts-blog/
preference-manager-script/
and unzip the file. It will unzip to a folder structure with the
top level being 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. It will not save or load any presets such as printer presets, pdf
export presets, transparency, etc. Nor will it save or load any styles or swatches.
Blatner Tools for InDesign v1.0.1 from
DTP Tools.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
With respect to preferences, Adobe InDesign has a weakness in that it is too easy for it 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.
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InDesign | InCopy | Adobe Creative Suite 6 | Photoshop | Acrobat
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version December 1, 2012

InDesign CS6 a complete tour of preferences

Transcription

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