Week 3: Text and Layout

Week 3: Text and Layout

Assignment

Complete the tutorials described within the lecture topics below.

Portal

Upload the following to Week 3 Lesson:

• Puppet Article.pdf

Student Showcase

We will take a look at any of your new work which is ready to share.

Tutorial: Using InDesign

For those unfamiliar with the basics of using InDesign for creating layouts, and for review purposes for everyone, will we complete the following tutorial in class and turn in the resulting PDF file:

Using InDesign

Files needed:

Puppet Text

Puppet Image 1

Puppet Image 2

Example InDesign Publication

Take a look at this Spanish math textbook in its original InDesign layout. This ZIP file includes the entire InDesign package: fonts, images, and all. I will refer to this document several times during lecture:
RAZONAMIENTO MATEMÁTICO (7MB)

Layout Prep

The person preparing layout document must make the final product:

• attractive
• easy to create proofs from
• easy to create plates from
• suitable for printing

If the document isn't correctly produced, the following can result:

• increased costs
• delayed production
• unsatisfactory finished product

Layout involves bringing together into finished pages:

• text
• typography
• illustrations
• photographs
• design principles

Choosing Layout Software

It is important to use software that is widely used in the industry, to avoid problems in sending your work to others for editing and production.
There are two main layout programs in the print industry:

• Adobe InDesign (the industry standard)
• Quark xPress (formerly the industry standard, now not used as commonly)

Adobe Illustrator is also used for product packaging and single-page layouts.
Microsoft Publisher is sometimes used for desktop publishing but is not suitable for printing presses.
Other programs wholly unsuited to print production:

• word processing, such as Microsoft Word
• spreadsheet, such as Microsoft Excel
• slideshow, such as Microsoft Powerpoint.

These programs lack the following critical functions:

• PostScript
• support for process or spot colors
• typographical proofing capabilities
• warnings about missing fonts
• ability to integrate native Photoshop or EPS files
• predictable, consistent layout
• bleed

Planning the Layout

It is very helpful to plan the following before creating your layout document:

• page format and size
• number of pages
• type of paper
• color palette and how many print colors
• binding (affects gutter width and how images spread across two pages)
• imposition plan, if appropriate

Making Master Pages

Adobe InDesign allows you to make one or more Master Pages, and then apply these layout to your individual pages. This makes it easier to focus in the content in each page without having to recreate a repeated motif or page structure over and over. It can also automate things like page numbering for you.
Here's how to create a Master Page:

1. Open the Pages panel (Window > Pages)
2. Double-click on the text which reads, "A-Master"
3. In the 2-page spread which appears in the image window, lay out the text, graphics and other design elements which are to be repeated on every page.
   • It is assumed that your document will have a left-hand page and right-hand page, and that these two will differ slightly (usually to account for a gutter where the binding takes place.)
   • For example, your page numbers may occur on the bottom-left corner of left-hand pages and on the bottom-right corner of right-hand pages.
   • A-Master is automatically applied to pages added to the document.
4. You may create additional master pages:
   1. Click on the panel menu
   2. Choose New Master...
   3. Identify a prefix, a name, and number of pages in the master; if the Master is based on an existing Master, select it from the dropdown
   4. Click OK
   5. Design your Master
5. To apply a new master (e.g. B-Master) to individual pages
   1. Select the pages you want to apply the master to
   2. Right-click on the selection
   3. Choose Apply Master to Pages...
   4. Use the dropdown to select the desired Master
   5. Click OK
   6. You can also use this technique to apply [None] as the master

Styles

You can use Styles to create consistent design treatments and typography throughout your document. Each of these types of styles has its own panel:

• Character Styles - applies styling to text in terms of font, size, color, leading, etc.
• Paragraph Styles - applies styling to text in terms of spacing, indents, tabs, hyphenation, etc.
• Object Styles - applies styling to frames and other drawn objects, such as stroke color, fill color, corner roundness, etc.
• Tables Styles - applies styling to table layout, such as borders, spacing, and row/column treatments
• Cell Styles - applies styling to table cells, such as text, stroke, and fills

Swatches

You may want to store your spot colors, or color themes, in the Swatches panel. Colors can be added to the Swatches panel in a number of ways. Here is one way:

1. Click on the panel menu and choose New Color Swatch...
2. Select the Color Type (Process or Spot)
3. Select the Color Mode (e.g. CMYK or Pantone Process Coated)
4. Identify the specific color in the bottom half of the dialog box
5. Click OK (or Add if you want to add the color and leave the dialog box open for additional color creations)

Text

Appropriate Software

Original text (often referred to as copy) is usually written in a word processing program, then imported (mounted) into InDesign for layout and formatting. These programs may be used for writing copy:

• Microsoft Word
• Corel Word Perfect
• Apple Works
• OpenOffice Writer

In addition, tables can be imported from Microsoft Excel.

Appropriate File Formats

You may use the native file formats for the above word processing programs, but programs with lots of fancy functions can create problems when developing your layout in InDesign. For this reason, is is often preferable to save your text files as one of the following program-independent formats:

• RTF (Rich Text Format) - files end in .rtf; some formatting may be included
• ASCII (American Standard Code for Information and Interchange - files end in .txt; no information about text formatting can be included

Preparing the Text

Text documents are imported into InDesign, styles with a typeface, and edited to fit the existing space. Here are some things to keep in mind while preparing your text in a word processing program:

• In some cases, images which lie inside the text document cannot be imported into the layout program along with the text.
• Any typographic (styling of the text) or layout work done within the word processing program may be lost when importing into InDesign.
• The text document can be linked to the layout the same way that images are, so if changes are made to the original manuscript, the InDesign file can be updated with a single click.
• If you run into problems importing the text, try saving the file in RTF or ASCII format (see above.)
• It is possible to indicate in the word processing program what category a particular block of text is (e.g. paragraph, title, heading 1, or quotation.) This can make it easier on the designer when setting type in InDesign. In the case, you would need

Defining Formatting and Structure

When using Microsoft Word to prepare your text, you can save a lot of time and confusion between copywriter and designer by defining text formatting before importing into InDesign. Use the formats such as "Normal", "Heading 1", and "Title" listed in the Styles section.

Editing Text Post-Layout

If you set your preferences in InDesign to import text as links, whenever a change is made to the original text file you will have the option to update the link in InDesign.
Sometimes, however, you will want to edit the text directly in InDesign. In this case, you may want to export the text into a new RTF file, then import it again, allowing others to make changes to the RTF file. Unfortunately, typographical changes such as kerning and tracking will be lost using this method.