InDesign CS4 Digital Classroom Book and DVD

InDesign CS4 book
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Adobe InDesign CS4 Digital Classroom is like having a personal instructor guiding you through each lesson, while you work at your own pace. This InDesign book and DVD includes 13 self-paced lessons helping you learn essential skills and explore new features and capabilities of Adobe InDesign.
  • Full color lessons with easy to follow step-by-step instructions | view sample lesson
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  • Covers all essential InDesign skills | view Table of Contents
  • Gets you up-and-running quickly with included InDesign CS4 lesson files on DVD
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Lesson 2 Building Documents with Master Pages

Master pages serve as the foundation for most InDesign documents. You can use master pages to maintain consistency throughout your document and work more efficiently.

What you'll learn in this lesson:
  • Creating and saving custom page sizes
  • Creating guides
  • Adding sections and page numbering
  • Applying master pages to document pages
  • Copying and linking master pages between documents

Starting up

Before starting, make sure that your tools and panels are consistent by resetting your preferences. See “Resetting the InDesign workspace and preferences” on page 3.

You will work with several files from the id02lessons folder in this lesson. Make sure that you have copied the id02lessons folder onto your hard drive from the Digital Classroom DVD. See “Loading lesson files” on page 3. This lesson may be easier to follow if the id02lessons folder is on your desktop.

  • video
    See Lesson 2 in Action! Use the accompanying video to gain a better understanding of how to use some of the features shown in this lesson. The video tutorial for this lesson can be found on the included DVD.

The project

In this lesson, you will create a magazine. You will use master pages to create layout templates for each section in the magazine, including running headers, which run across the top of the page, and running footers, which run across the bottom of the page. Master pages give the publication a consistent look and feel.

Planning your document

Before you start creating a document using InDesign, you need some important information: the final size of the document after it is finished, also known as the trim size; how the pages will be held together, also known as the binding; and whether the document has images or graphics that extend to the edge of the document—this is known as bleed. Once you have this information, you can create the templates for your document pages.

Creating custom page sizes

For this lesson, you will create a custom-sized magazine with colors that extend to the edge of the page. You’ll start by creating a new document, and saving the custom size as a preset, which you can use to create subsequent issues of the magazine.

Creating a new custom-sized document

This document will be measured using inches, so you’ll start by setting your units of measurement to inches, and then you’ll create the custom document size.

1 Choose Edit > Preferences > Units & Increments (Windows), or InDesign > Preferences > Units & Increments (Mac OS). When the Preferences dialog box appears, choose Inches from the Vertical and Horizontal drop-down menus in the Ruler Units section. Press OK.

Changing the unit of measurement when no documents are open causes InDesign to use these settings for all new documents you create.

  • Note
    When working in a document, you can switch the unit of measurement by right-clicking (Windows) or Ctrl+clicking (Mac OS) on the vertical or horizontal ruler

2 Choose File > New > Document, or press Ctrl+N (Windows) or Command+N (Mac OS), to create a new document.

3 In the New Document dialog box, confirm that the Facing Pages check box is selected. In the Page Size section, type 8.125 for the Width and 10.625 for the Height.

id0201.ai

Setting the size of the new document.

4 In the Margins section, make sure that the Make all settings the same button (Link.ai) is not selected. Type .5 in the Top, Inside, and Outside margin text fields, and .75 in the Bottom text field.

5 If the Bleed and Slug section is not visible, press the More Options button on the left side of the dialog box. In the Bleed and Slug section, make sure that the Make all settings the same button is not selected, and then type .125 in the Bleed Top, Bottom, and Outside margin text fields and 0 for the inside value. Because this is a magazine, it won’t bleed into the spine of the page, where the pages are bound together.

6 Press the Save Presets button in the upper-right corner of the New Document dialog box. This allows you to save the custom settings you have just entered.

Type Newsletter in the Save Preset As text field, and then press OK. In the New Document dialog box, the Newsletter preset is listed in the preset drop-down menu. This preset is available the next time you need to create a document with similar specifications.

Press OK to leave the New Document dialog box and start creating your document. A new, untitled document is created with the dimensions you entered.

7 Choose File > Save As. In the Save As dialog box, navigate to the id02lessons folder and type id02_work.indd in the File name text field. Press Save.

InDesign does include an automatic save feature that can help you recover your document if there is a computer or software problem that causes the program to close unexpectedly, but it is still a good idea to save your work often.

You formatted some items with styles in Lesson 1. Here you will import the styles from another InDesign document, and so you will not need to create them from scratch. In Lesson 4, “Working with Styles,” you will discover how to create and define new styles.

8 Choose Window > Workspace > [Advanced]. Press the Paragraph Styles button (ParaStyles.ai) in the panel docking area in the right side of the workspace to open the Paragraph Styles panel. Press the panel menu button (PANELMENU.ai) in the upper-right corner of the Paragraph Styles panel, and from the panel menu, choose Load All Text Styles. The Open a File dialog box appears.

9 In the Open a File dialog box, navigate to the id02lessons folder and select the file named id02styles.indd. Press Open. The Load Styles dialog box appears.

id0202.ai

Loading styles lets you import and use styles created in another document.

10 In the Load Styles dialog box, press the Check All button, located in the bottom-left corner, and then press OK. All the paragraph and character styles from this publication are imported into your document.

11 Choose File > Save to save your work. Keep this file open for the next part of the lesson.

Creating and formatting master pages

Master pages serve as a template upon which all document pages are created. They provide the framework for the design of pages. Different master pages may be created for various sections of a magazine or a catalog, ensuring that all pages of these sections maintain a consistent appearance.

The document you are creating currently contains only one document page and one master page. You will add more document pages to complete the magazine, and more master pages to create consistent style and formatting. You will add a master page for the various sections of your magazine. Each of these sections has a different layout, with a different number of columns, margins, and headers. By creating the master pages before working on the document, you will be able to quickly create pages with a consistent design for the magazine.

1 Press the Pages button (Pages.ai) in the panel docking area, or press the keyboard shortcut F12 (Windows) or Command+F12 (Mac OS), to open the Pages panel. Double-click the A-Master label in the top portion of the Pages panel.

The A-Master page is displayed and centered within your workspace. Keep the A-Master page selected in the Pages panel.

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Double-clicking a page label in the Pages
panel centers the page in the workspace.

2 In the Pages panel, press the panel menu button (PANELMENU.ai) and select Master Options for A-Master. The Master Options dialog box appears, allowing you to rename your master page.

3 In the Name field of the Master Options dialog box, type Footer. Leave all other settings unchanged, and then press OK. This changes the name from A-Master to A-Footer. You will now add a footer that runs across the bottom of this master page, and then apply it to document pages.

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Change the name of a master page using the Master Options dialog box.

Formatting master pages

For this publication, the A-Footer page will also serve as the foundation for the other master pages. Although master pages can be used independent of one another, for this publication you will define that all items appearing on A-Footer will appear on all other master pages. This allows you to create a consistent footer across every page, and the other master pages will have unique header information, which is unique for each section of the magazine.

Adding automatic page numbering

You can have InDesign automatically apply a page number to pages within a document. If you reposition pages, they are renumbered, and you control the style and appearance of the page numbers.

1 In the Pages panel, double-click the left page icon for the A-Footer master page. This fits the left side of your A-Footer master page in the window. To keep the page numbers a consistent distance from the bottom edge of your page, you will create a guide.

2 Move your Selection tool (select.ai) onto the horizontal ruler running across the top of the page. Ctrl+click (Windows) or Command+click (Mac OS) and drag down from the ruler to create a horizontal ruler guide. Continue dragging until the ruler guide is positioned at 10.25 inches. You can determine the location of the guide in the Control panel, as the position updates as you drag the guide.

Pressing and holding the Ctrl or Command key while dragging causes the guide to go across the entire spread, rather than only one page.

  • Note
    If the page rulers aren’t visible, choose View > Show Rulers or press Ctrl+R (Windows) or Command+R (Mac OS).

3 Select the Type tool (type.ai) from the Tools panel. Position the Type tool so the intersecting horizontal and vertical lines near the bottom of the tool is positioned at the bottom-left corner of the margin guides, where the left margin guide and the bottom margin guide intersect. Click and drag down and to the right, creating a text frame that extends from the bottom margin guide down to the guide you created in the previous step and to the 1 inch position. You can see the position of the frame being created in the Control panel and in the horizontal ruler located at the top of the page.

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Creating a frame on the master page
for the automatic page number.

4 Choose Type > Insert Special Character > Markers > Current Page Number to automatically have InDesign enter the page number on all pages to which this master page is applied. If you prefer to use keyboard commands, you can press Shift+Alt+Ctrl+N (Windows) or Shift+Option+Command+N (Mac OS) to have an automatic page number inserted. The letter A is inserted into the text frame. This letter serves as a placeholder for the actual page numbers, and displays as an A because the current page on which you are working is master page A.

  • Note
    The Special Characters menu can also be accessed by right-clicking (Windows) or Ctrl+clicking (Mac OS) anywhere in the workspace. If you are working with type, the Special Characters option is available from the contextual menu.

5 Using the Type tool, select the letter A that you inserted into the text frame. From the Character Formatting Controls in the Control panel, choose Myriad Pro Bold from the font drop-down menu, and choose 12pt from the font size drop-down menu. Press the Paragraph Formatting Controls button in the Control panel, and then press the Align away from Spine button (Away from spine.ai). This aligns the text to the opposite edge of the binding of the publication.

6 Choose Object > Text Frame Options or press Ctrl+B (Windows) or Command+B (Mac OS). The Text Frame Options dialog box appears. In the General tab, locate the Vertical Justification section and choose Bottom from the Align drop-down menu. Press OK. The baseline of the text aligns to the bottom of the text frame.

Now you will place a copy of the automatic page number on the opposite page.

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Using the Text Frame Options dialog box to vertically justify text.

7 Choose the Selection tool (select.ai) and make certain the text frame containing the footer is selected. Choose Edit > Copy to copy the frame.

8 Double-click on the right-hand page of the A-Footer master in the Pages panel. Choose Edit > Paste to place the copied text frame into the right-hand page.

9 Use the Selection tool to reposition the text frame so that the top of the frame is aligned to the bottom margin, and the right edge of the frame aligns to the right margin.

Notice that the page number automatically changes to align to the right side of the text frame because you selected the Align away from Spine option.

Using text variables

Use text variables to insert dynamic text that changes contextually. InDesign includes several pre-defined text variables including Chapter Number, File Name, Output Date, and Running Header. You can also edit any of these variables, or create new variables.

Defining new text variables

You will create variable text for your magazine title and page footers.

1 Choose Type > Text Variables > Define. The Text Variables dialog box appears.

2 Select Running Header from the Text Variables section of the dialog box and press the New button on the right side of the dialog box. The New Text Variable dialog box appears.

id0207.ai

Defining the settings for text variables.

3 In the New Text Variable dialog box, type Magazine Title in the Name text field. Leave the Type field as Running Header (Paragraph Style). From the Style drop-down menu, choose the MagTitle paragraph style. In the Options section, select the Change Case check box, and then select the Title Case radio button below it. Press OK.

A new Magazine Title variable appears in the Text Variables dialog box.

id0208.ai

Defining the settings for text variables.

4 Repeat steps 1 and 2 to create another text variable. Name this text variable Magazine Issue and select the MagIssue paragraph style from the Style drop-down menu. All the other settings should match the settings used in step 3. The variables for Magazine Title and Magazine Issue are now available in the Text Variables dialog box. Press Done to save these new variables.

Creating page footers

Now you will use the variables you have created to build the footers. Later, you’ll discover how InDesign can automatically populate these variables.

1 In the Pages panel, double-click the left page icon of the A-Footer master page.

2 Select the Type tool (type.ai) from the Tools panel. Position the cursor at the bottom-right corner of the page, where the bottom and right margin guides meet. Click and drag down and to the left until the bottom of the frame reaches the bottom ruler guide and the left edge of the frame is approximately at the center of the page. A guide appears once the cursor has reached the center of the page.

id0209.ai

Creating a text frame for the magazine title.

3 In the Control panel, press the Character Formatting Controls button (A), and then set the font to Minion Pro Italic, the size to 12pt, and the leading (Leading.ai) to Auto. Press the Paragraph Formatting Controls button (ParaFormatting.ai) and press the Align toward Spine button (Toward spine.ai).

4 Choose Type > Text Variables > Insert Variable > Magazine Title. The variable text <magazine Title> is placed into the frame. Press the space bar to separate this variable from the next variable that you will enter.

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Inserting variable text.

5 In the Control panel, press the Character Formatting Controls button and change the font to Minion Pro Regular. Choose Type > Text Variable > Insert Variable > Magazine Issue. The variable text <magazine Issue> is placed into the frame.

6 Choose the Selection tool (select.ai) from the Tools panel and make sure the text frame is selected. Choose Object > Text Frame Options. In the Text Frame Options dialog box, select Bottom from the Align drop-down menu located in the Vertical Justification section in the General Tab. This causes the text to align to the bottom of the text frame. Press OK. You will now duplicate this box, moving the duplicate to the facing page.

7 Continuing to use the Selection tool, press and hold the Alt key (Windows) or Option key (Mac OS). While holding this key, click and drag the box you created to the page on the right side of the layout. The box duplicates as you drag it because of the key you are pressing.

8 Position the duplicate frame so that the left edge aligns with the left margin guide, and the bottom of the duplicate frame remains aligned to the ruler guide you created.

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Position the duplicate text frame along the ruler guide, aligning the left edge with the left margin guide.

9 Choose the Type tool and click in the duplicated text frame. Press Ctrl+A (Windows) or Command+A (Mac OS) to select the type, and then press the Delete key.

10 Continuing to work in the same text frame, type aquent.com.

11 Choose File > Save to save your work.

Basing master pages on other master pages

You can create additional master pages, and these pages can use the formatting and layout that you’ve already created for the A-Footer master page. In the next exercise, you’ll import master pages that have already been created in another document. You’ll then apply the A-Footer master page to these master pages that you import.

  • Note
    To create your own master pages, choose the New Master command from the Pages panel menu.

1 If necessary, open the Pages panel by pressing the Pages button (Pages.ai) in the dock. In the Pages panel, press the panel menu button (PANELMENU.ai) and choose Load Master Pages. The Open a File dialog box appears.

2 In the Open a File dialog box, navigate to the id02lessons folder and select the file called id02styles.indd. Press Open. Four new master pages are added to your document. These pages correspond to the various sections of the magazine. Next, you’ll apply the A-Footer master page you created earlier to these new master pages.

id0212.ai

The Pages panel reflects the newly
added master pages.

3 Double-click on the name B-TOC/Editorial master page in the Pages panel. By clicking the name instead of the icon, you can view the entire spread.

4 In the Pages panel menu, choose Master Options for B-TOC/Editorial. This opens the Master Options dialog box.

5 In the Master Options dialog box, click the Based on Master drop-down menu and choose A-Footer. Press OK.

Notice that the B-TOC/Editorial master page now includes the footer you created. In the Pages panel, the page icons for B-TOC/Editorial display the letter A, indicating that these master pages are based on the master page A you created.

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Base the page on the A-Footer master page. The A indicates that a page is linked
to this master.

6 In the Pages panel, click and drag the A-Footer master page onto the C-Feature master page. By dragging and dropping one master page icon onto another, you are applying the master page formatting to the destination page.

  • Note
    Drag the master page by its name instead of its icon to select the entire spread.

7 Drag and drop the A-Footer master page on top of the remaining master pages.

Overriding master page items

Master page items that appear on other pages are locked. The master page items are locked whether you apply a master page to another master page, or to a document page. This prevents you from accidentally modifying master page items that are intended to remain consistent on every page.

In the next exercise, you’ll unlock some of the master page items that have been applied to another page, allowing you to selectively delete the footer information.

1 In the Pages panel, double-click the left B-TOC/Editorial master page. Notice that the text frames’ edges appear as dotted lines. This indicates that these items are part of a master page that has been applied to this page. These items are locked and cannot be edited.

2 Choose the Selection tool (select.ai) from the Tools panel. Place the cursor over the footer and click. Clicking the footer does not select the item, because it is attached to a master page. In order to modify these items, you must first break the link to the master page.

3 Continuing to use the Selection tool, press the Shift+Ctrl keys (Windows) or Shift+Command keys (Mac OS) and click the text frames containing the page number and footer. Use these modifier keys to select master page items. Press Delete to remove these frames from this page.

4 Choose File > Save to save your work.

  • Note
    Using Shift+Control+click (Windows) or Shift+Command+click (Mac OS) to select and change a master page item is referred to as a local override. The master page remains applied, and only the items you select are modified. To override all master page items on a page, choose Override All Master Page Items from the Pages panel menu (PANELMENU.ai).

Adding placeholder frames to master pages

Creating text and image frames on master pages makes it easier to develop consistent layouts. You can also use frame-fitting options to control how images are sized after they are placed.

1 Select the Type tool (type.ai) from the Tools panel and create a text frame on the In This Issue page. The position and dimensions of the box are not important; you’ll be setting these in the next step.

2 Choose the Selection tool (select.ai) from the Tools panel and make sure the text frame you drew in the last step is selected. In the Control panel, set the reference point (Registration_topleft.ai)to top left and type 2.9583" for X and 1.4028" for Y to set the location of the frame. Then type 4.6667" for W and 3.6607" for H to set the size.

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Use the Control panel to set the exact location of the text frame.

3 Now you’ll add a number of image frames on the left side of the page. Select the Rectangle Frame tool (rectframe.ai) from the Tools panel and draw a small rectangle to the left of the text frame you created in the previous step. You’ll use the Control panel to set the exact position and dimensions of this frame.

4 Choose the Selection tool from the Tools panel and make sure the frame you created in the last step is selected. In the Control panel, make sure the reference point (Registration.ai) is set to top-left and type the following values to set the dimensions and position: X: -.125" Y: 1.4028" W: 2.3929" H: 1.625".

You have created an image frame that is aligned to the top of the text frame and bleeds off the left side of the page. Next you will define how images placed in this frame will be sized.

5 Using the Selection tool, click to select the image frame you just created. From the menu bar at the top of the workspace, choose Object > Fitting > Frame Fitting Options.

In the Frame Fitting Options dialog box, choose Fill Frame Proportionally from the Fitting drop-down menu in the Fitting on Empty Frame section. Press OK.

You’ll now duplicate the empty frame.

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Choose Fill Frame Proportionally in the Frame Fitting Options dialog box to control
how images placed in this frame will be sized.

6 With the image frame still selected, choose Edit > Step and Repeat. This allows you to duplicate an object multiple times, placing each duplicate in a specific location.

7 In the Step and Repeat dialog box, type 3 in the Repeat Count text field, type 0 in the Horizontal Offset text field, and type 2.0625" in the Vertical Offset text field. Press OK. This creates three copies of the frame, and spaces them 2.0625 inches apart from each other.

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Create three duplicates of the text frame using Step and Repeat.

8 Choose File > Save to save your file, and keep it open for the next part of the lesson.

Locking Master Items and setting text wrap

In the first lesson, you discovered how to wrap text around an object on a document page. Here you will wrap text around a shape on a master page.

1 Double-click the right page of the B-TOC/Editorial master page in the Pages panel. Using the Selection tool (select.ai), select the oval shape on the left side of the page and right-click (Windows) or Ctrl+click (Mac OS) on the shape. In the contextual menu, deselect Allow Master Item Overrides. This prohibits designers from making changes to this master page object once it is part of a document page.

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Deselect the Allow Master Item Overrides option to keep
this item from being modified on a document page.

2 Choose Window > Text Wrap. This opens the Text Wrap panel. From the panel, select the Wrap around object shape option (WrapAroundObjectShape.ai) and set the Top Offset to .25 inches, causing the text to wrap around the oval with ¼-inch distance between the text and the oval.

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Use the Text Wrap panel to push text away from a frame or object.
Here the text wraps above the image, offset by ¼ inch.

3 Close the Text Wrap panel.

Adding layout pages

Now that you have created and formatted all the master pages, you can start to lay out the document pages of the magazine. You’ll begin by adding pages to the file.

  • Note
    When you create simple designs for one-time use, it may be easier to not create master pages. For longer documents or any documents that will repeat in a similar way, you should create master pages, as the time invested in defining the design saves time in the long run.

1 Choose Layout > Pages > Add Page, or use the keyboard shortcut Shift+Control+P (Windows) or Shift+Command+P (Mac OS), to add a page to the end of the document.
Two pages are now displayed as icons in the Pages panel.

Next you’ll insert the pages that will contain the Table of Contents and editorial content.

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Adding a page to the document using the Layout menu.

2 In the Pages panel, Alt+click (Windows) or Option+click (Mac OS) on the Create new page button (Create New style.ai) at the bottom of the Pages panel. This opens the Insert Pages dialog box.

3 In the Insert Pages dialog box, type 2 in the Pages text field, and from the Insert drop-down menu select After Page and type 1 in the text field. Select B-TOC/Editorial from the Master drop-down menu, and then press OK.

This causes two pages to be added after page 1, and the new pages use the B-TOC/Editorial master page.

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Adding multiple pages to the document. The new pages are based on a specific master page.

This inserts two pages between pages 1 and 2, and applies the B-TOC/Editorial master page to those new pages. This issue of the magazine will be 12 pages. You will now add the additional pages, but because they won’t all be in the same section, you’ll insert them without a master page assignment.

4 In the Pages panel, Alt+click (Windows) or Option+click (Mac OS) the Create new page button (Create New style.ai) at the bottom of the panel. The Insert Pages dialog box appears.

5 In the Insert Pages dialog box, type 9 in the Pages text field. Select After Page in the drop-down menu next to Insert, and type 4 in the text field. Choose None from the Master drop-down menu. This inserts nine blank pages into your file after page 4. You now have 13 pages in the document. Because the document is only 12 pages, you’ll practice deleting a page.

6 Select page 4 by double-clicking the page icon in the Pages panel. This highlights the page icon in the Pages panel and navigates to this page.

7 Press the Delete selected pages button (trashcan.ai) at the bottom of the Pages panel. This deletes page 4 and leaves you with the 12 pages you need for this issue.

8 Choose File > Save to save your work. Keep it open for the next exercise.

Setting numbering and section options

Now you have all the pages you need to set up the numbering and sections. Because you are using InDesign’s automatic page numbering, the cover is considered to be page 1 in the document. You actually want page 1 of the magazine to be the third page of the file, with the first two pages considered to be the cover and inside front cover. Using numbering and sections options, you will change the document’s sections to reflect your desired numbering sequence.

1 In the Pages panel, double-click the section start icon, located above the first page in the Pages panel. This opens the Numbering & Section Options dialog box.

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Double-click the section start icon in the Pages panel.

2 In the Numbering & Section Options dialog box, select I, II, III, IV from the Style drop-down menu in the Page Numbering section, and then press OK.

This change adjusts the document’s numbering to Roman numerals. You will now create a new section on the third page and have the new section start with page 1.

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Select Roman Numeral style from the Styles drop-down menu.

3 In the Pages panel, double-click page III to select it. Press the panel menu button (PANELMENU.ai) in the Pages panel and select Numbering & Section Options. Select the Start Page Numbering at radio button and type 1 in the text field. In the Page Numbering section, select 1, 2, 3, 4 from the Style drop-down list and press OK.

This starts a new section on the third page of the document. The new section starts using the page number 1.

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Use Numbering and Section Options to set the numbering for the
new section of the magazine.

Placing formatted text

Now that the numbering and section options have been adjusted, you’ll add some content to the editorial page. In this case, you’ll import text from a document. The text uses placeholder copy and includes pre-formatted styles. You’ll then complete the editorial page by adding a picture of the editor.

1 In the Pages panel, double-click the third page of the document. This is the page you set to page 1 in the previous exercise.

2 Select the Type tool (type.ai) from the Tools panel and draw a small text frame on the right side of the page. The exact size and location isn’t important; you’ll use the Control panel to specify these values.

3 Choose the Selection tool (select.ai) from the Tools panel and make sure the text frame is selected. In the Control panel at the top of the workspace, make sure the reference point is set to top left. Type 11.0833" in the X text field and 3" in the Y text field. Also type 4.6667" in the W text field and 6.875" in the H text field.

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Set the size of the text frame after you create it.

4 With the text frame still selected, choose File > Place. Navigate to the id02lessons folder and select the file Editorial.doc. At the bottom of the Place dialog box, make sure Show Import Options and Replace Selected Item are both checked. Press Open. The Microsoft Word Import Options dialog box appears.

5 In the Microsoft Word Import Options dialog box, make sure the Preserve Styles and Formatting from Text and Tables radio button is selected. Leave all other settings unchanged, and then press OK. The Word document is placed into the text frame and all styles from the Word document are automatically mapped to the InDesign paragraph styles because the styles in each application have been identically named.

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Use the Import Options to adjust the styles when importing a Microsoft Word document.

6 Because the editor probably won’t get a new picture with each issue of the magazine, it makes sense to place this photo on the master page. Double click on the right-hand page of the B-TOC/Editorial master page. Choose File > Place. In the Place dialog box, navigate to the id02lessons folder and select the file editor.jpg. Uncheck Show Import Options and also uncheck Replace Selected Item. Press Open to import this image. The cursor changes to a loaded cursor, indicating it has an image to place.

7 Move the loaded cursor to the top-right portion of the page, below the From the Editor text. Click once to place the photo. Choose the Selection tool from the Tools panel, and then drag the photo until the right side snaps to the right margin. If necessary, use the arrow keys to nudge the photo into place.

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Place the editor’s photo on the master page
beneath the From the Editor text.

8 Choose File > Save to save your work.

Creating the classified page

Local goods and services are often advertised on a classified page located in the back of a magazine. Because most of the space is sold by number of words, characters, or column depth, these layouts typically involve narrow columns to pack as many ads as possible into the space. In this case, a four-column layout with an appropriate header has already been created for you. Next, you’ll apply the master page and then add the classified text.

1 In the Pages panel, double-click page 9. Press the Pages panel menu button (PANELMENU.ai), and choose Apply Master to Pages. The Apply Master dialog box appears.

2 From the Apply Master drop-down menu, choose the master page E-Classifieds. The To Pages text field should reflect the current page number. If necessary, type 9 in this field. Press OK. The header, footer, and four-column layout of the E-Classifieds master page are applied to page 9.

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Use the Apply Master option to apply a master page to page 9 of the document.

3 To import the text into the page, choose File > Place. Navigate to the id02lessons folder and select the file named Classifieds.rtf. At the bottom of the Place dialog box, check Show Import Options, and leave Replace Selected Item unchecked. Press Open.

4 In the RTF Import Options dialog box, make sure the Preserve Styles and Formatting from Text and Tables radio button is selected. Leave all the other settings at their defaults and press OK.

  • Note
    InDesign remembers the last settings used in the Import Options dialog box. Settings you make will impact similar files you import until you change the import options.

5 On page 9, move the cursor to the upper-left corner of the first column. When the cursor nears the top of the column text frame, the arrow turns from black to white. Press and hold the Shift key, and click to place the text.

id0228.ai

Press and hold the Shift key to automatically flow
the text as it is placed in the document.

6 Choose File > Save to save your work.

Adding images and text to the master frames

Earlier in this lesson, you added image and text frames to a master page. Next you will add content to these frames on the document pages.

1 Double-click the table of contents page icon in the Pages panel, which is now labeled with the Roman numeral II. The image and text frames you added earlier have dotted borders, indicating that these frames are linked to a master page and cannot be selected.

2 Choose File > Place. In the Place dialog box, navigate to the id02lessons folder and locate the TOC images folder. Double-click the folder and select the file photo1.jpg. At the bottom of the Place dialog box, uncheck Show Import Options and Replace Selected Item. Press Open.

3 Move your cursor over the top image frame on the left side of the page and click to place the image. The image is placed inside the frame and automatically resized. This is because when you created this image frame on the master page, you applied fitting options to the frame. These options control how InDesign sizes and positions images placed into the empty frame.

  • Note
    After placing images and text in frames originally drawn on the master page, the frame is overridden which means it can now be selected but it still retains all of the properties from the master page and will still update if a change is made to the master page. Properties that you change on a document page do no update if a change is made to the master page.

4 Repeat steps 2 and 3, placing the remaining images from the TOC images folder into the layout.

Now you’ll finish the TOC/Editorial spread by adding the Table of Contents to the text frame on the right side of the page.

5 Choose File > Place. In the Place dialog box, navigate to the id02lessons folder. Select the TOC.rtf file. Make sure that Show Import Options and Replace Selected Item are still unchecked. Press Open.

6 Move your cursor over the text box on the right side of the table of contents page, and click to place the text into the layout.

Just like the Editorial and Classified sections, the TOC.rtf file is pre-formatted. In the next section of this exercise, you’ll apply the remaining master pages and witness how InDesign updates the content in the footer of each page.

id0229.ai

The completed Table of Contents.

Applying master pages to multiple pages

Next you’ll complete your work on this magazine by assigning master pages to the remaining pages in the magazine. The editorial content for this publication may not be complete, but you’ll get the design ready for the final text to be placed as soon as it is ready.

1 In the Pages panel, press the panel menu button (PANELMENU.ai) and choose Apply Master to Pages. In the Apply Master dialog box, choose C-Feature from the Apply Master drop-down menu.

2 In the To Pages text field, type 2-4. Be sure to add the hyphen (-) between the 2 and 4. Press OK. The C-Feature master page is applied to pages 2 to 4.

3 Press the Pages panel menu button again and choose Apply Master to Pages. In the resulting Apply Master dialog box, choose D-News from the Apply Master drop-down menu and type 5-8 in the To Pages text field. Press OK.

Scroll through the document pages. The text variables inserted in the footer have been automatically populated with the magazine title and issue. The master pages and text variables provide a convenient way to save time and maintain consistency throughout your design.

4 Choose File > Save to save your work.

Congratulations! You have finished this lesson.

Self study

Create a newsletter for your friends or family. Include a number of sections such as a page with profiles of people, stories relating to events or travels, favorite quotes, top ten lists, and photo galleries. Think about which of these sections share common elements, and design master pages to create a consistent design across these sections. Use headers, footers, guides, text frames, and picture frames on your master pages. If you find yourself repeating steps on multiple pages, consider how you can use features like master pages and text variables to streamline your design process.

Review

Questions

1 Do automatic page numbers always start with page 1?

2 If you want to modify content on a page that is linked to a master page, how do you select this locked content?

3 How can you access styles created in other InDesign documents?

Answers

1 No, you can start page numbering with any page number using the Numbering and Sections dialog box to specify where automatic page numbers start and end.

2 Using the Selection tool (select.ai), Shift+Control+click (Windows) or Shift+Command+click (Mac OS) on content that is linked to a master page to break the link.

3 Use the Load Styles command found in the various style panels, to import styles created in other documents.

Congratulations! You have finished Lesson 2, “Building Documents with Master Pages.”

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Other Books from the Digital Classroom Series
  • Photoshop CS5 book
  • Dreamweaver CS5 book
  • Creative Suite 5 book
  • Flash Professional CS5
  • InDesign CS5 book