1. Chapter 3
Setting Up A Document

2. Lesson 1: Creating a New Document and Setting up a Master Page
When you create a new document in InDesign, you begin in the New Document dialog box.
Here you specify:
the number of pages the document will contain
the page size
the trim size—the width and height of the finished document
whether or not the document will have facing pages

3. Creating a New Document and Setting up a Master Page
Enter number of pages that you want in your document here
Document preset list arrow
Page size options
New Document dialog box

4. Creating a New Document and Setting up a Master Page
The Intent menu offers basic settings for three different types of documents:
Print
Web
Digital Publishing

5. Creating a New Document and Setting up a Master Page
The New Document dialog box also allows you to specify the width of margins on the outer edges of the page and the number of columns that will be positioned on the page.
Margins and columns are useful as layout guides, and they play an important role in flowing text.
When working with columns, the term gutter refers to the space between the columns.

6. Creating a New Document and Setting up a Master Page
When creating a document with specific settings that you plan on using again and again, you can save the settings as a preset by clicking the Save Document Preset button next to the Document Preset list in the New Document dialog box.

7. Creating a New Document and Setting up a Master Page
Whenever you create a multiple page document with facing pages, InDesign automatically creates the first page on a single right-hand page and the last page on a single left-hand page.

8. Creating a New Document and Setting up a Master Page
The New Document dialog box offers you options for specifying measurements for margins and for the number of columns in the document.

9. Creating a New Document and Setting up a Master Page
Master pages are templates that you create for a page layout. With Master pages you:
simply apply it to any document pages you want based on that layout
create a layout one time, then use it as many times as you like
save time-consuming repetition
have consistency between document pages that are meant to have the same layout

10. Creating a New Document and Setting up a Master Page
When you create a new document, one default master page is created and listed on the Pages panel.
The Pages panel:
is the command central for all things relating to pages and master pages
is used to add, delete, and apply master pages to document pages

11. Creating a New Document and Setting up a Master Page
Pages panel options button
Default master page
Create new page button
Delete selected pages button
Default pages in the Pages panel

12. Creating a New Document and Setting up a Master Page
In InDesign, text is positioned in text frames and graphics are positioned in graphics frames.
You use the Rectangle, Ellipse, or Polygon tools to create graphics frames.

13. Creating a New Document and Setting up a Master Page
When you create a frame for text or graphics on a master page, it is referred to as a master item.
All objects on a master page are called master items and function as a “placeholder” where objects on the document pages are to be positioned.

14. Creating a New Document and Setting up a Master Page
Guides:
are horizontal or vertical lines that you position on a page
are used to help guide you in aligning objects on the page

15. Creating a New Document and Setting up a Master Page
Four guides
Identifying guides

16. Creating a New Document and Setting up a Master Page
You have a number of options for creating guides.
You can create them manually by “pulling” them out from the horizontal and vertical rulers
You can also use the Create Guides command on the Layout menu

17. Creating a New Document and Setting up a Master Page
Once created, guides can be selected, moved, and deleted, if necessary.
You can also change the color of guides, which sometimes makes it easier to see them, depending on the colors used in your document.

18. Creating a New Document and Setting up a Master Page
By default, guides are cyan, column guides are violet, and margin guides are magenta.
Depending on your preferences and on the color of objects in the layout you are creating, you may want to change their colors.

19. Creating a New Document and Setting up a Master Page
InDesign lets you lock column guides independently from any ruler guides you create.
By default, column guides are locked.

20. Creating a New Document and Setting up a Master Page
The Transform panel identifies a selected object’s width and height, and its horizontal and vertical locations on the page.
When you position an object on a page, you need some way to describe that object’s position on the page.
InDesign defines the position of an object using X and Y Location values on the Transform panel.

21. Creating a New Document and Setting up a Master Page
To work with X and Y locations, you first need to understand that the zero point of the page is, by default, at the top-left corner of the page.
X and Y locations are made in reference to that zero point.
There are nine reference points on the Transform panel that correspond to the nine points available on a selected item’s bounding box.

22. Creating a New Document and Setting up a Master Page
The selected object in the following figure has an X Location of 1 inch and a Y Location of 1 inch.
This means that its top-left point is 1 inch across the page and 1 inch down.
*Why the top-left point? Because that is the reference point chosen on the Transform panel.

23. Creating a New Document and Setting up a Master Page
The Control panel mimics all the other panels, housing a wide variety of options for working with
text and objects.
Rather than always moving from one panel to another, you can usually find the option you are looking for in the Control panel.

24. Creating a New Document and Setting up a Master Page
The options on the Control panel change based on the type of object selected.
Unlike the Transform panel, the Control panel offers a multitude of additional options for working with frames, making the Control panel perhaps the most-used panel in InDesign.

25. Creating a New Document and Setting up a Master Page
Control panel

26. Creating a New Document and Setting up a Master Page
The Line tool makes lines.
Use the Line tool to make horizontal, vertical, and diagonal lines in your layouts.
When you click the Line tool, the Fill/Stroke colors at the bottom of the Tools panel default to a fill of None and a stroke color of Black.
You can apply a fill color to a line, but generally speaking, you only want to stroke a line with color.

27. Creating a New Document and Setting up a Master Page
You specify the weight of a line with the Stroke panel, and you can use the Line Length text box on the Control and Transform panels to specify the length.
You can use all nine reference points in the Control and Transform panels to position a line in your layout.

28. Creating a New Document and Setting up a Master Page
“Transform” is a term used to describe the act of moving, scaling, skewing, or rotating an object.
You can do all of the above in the Transform or Control panels.
The following figure shows a rectangular frame that is 3" wide and 1.5" tall.
Its center point is identified on the Transform panel, because the center reference point is selected on the Transform panel.

29. Creating a New Document and Setting up a Master Page
Center reference point
Center reference point selected
A rectangle with its center point identified

30. Creating a New Document and Setting up a Master Page
The point of origin is the point from which a transformation happens.
The Transform Again command:
is a powerful command that repeats the last transformation executed
is useful for creating multiple objects at specified distances

31. Creating a New Document and Setting up a Master PageFormatting Text
Practice
From My Web Page: Open Chapter 3--Lesson 1—Guides and Transform Practice

32. Creating a New Document and Setting up a Master PageFormatting Text
For Your Own Practice as Time Allows
Turn in the InDesign Revealed textbook to Page 3-12
Work through Page 3-23

33. Creating a New Document and Setting up a Master PageFormatting Text
Assignment:
Using the “Lessons from a Goose” handout, set up a new document and type the text as instructed.
Turn the instruction sheet over and make the editing adjustments shown on the back.
Be SURE to save it as Lessons from a Goose—Edit 1. We will use this next time.
Print a copy of Edit 1. Attach a rubric and turn in your work.

34. Lesson 2: Creating Text on Master Pages
When you create a new master page, you have the option of giving the master page a new name.
This is useful for distinguishing one master page from another.
The following figure shows three named master pages on the Pages panel.

35. Creating Text on Master Pages
with names
Three master pages on the Pages panel

36. Creating Text on Master Pages
You can load master pages from one InDesign document to another by simply clicking the Pages panel options button, pointing to Master Pages, then clicking Load Master Pages.

37. Creating Text on Master Pages
When you create a document with multiple pages, chances are you’ll want to have page numbers on each page.
This is easily accomplished when you create placeholder text frames for page numbers on your master pages.

38. Creating Text on Master Pages
Auto page number character
A text frame on a master page containing an auto page number character

39. Creating Text on Master Pages
You previously learned that you should not press the spacebar more than once to create extra spacing between characters.
However, sometimes a single space does not provide enough space between words or characters.
You may want to insert additional space to achieve a certain look.

40. Creating Text on Master Pages
The Type menu contains commands for inserting white space between words or characters.
The two most-used white spaces are em space and en space.

41. Creating Text on Master Pages
The width of an em space is equivalent to that of the lowercase letter m in the current typeface at that type size.
The width of an en space is narrower—that of the lowercase letter n in that typeface at that type size.

42. Creating Text on Master Pages
Sometimes you’ll want to put a dash between words or characters and you’ll find that the dash created by pressing the hyphen key is not wide enough.
That’s because hyphens are shorter than dashes.

43. Creating Text on Master Pages
InDesign offers two types of dashes to insert between words or characters:
em dash
en dash

44. Creating Text on Master Pages
Identifying an en dash
En dash

45. Creating Text on Master Pages
You can create a new master page based on another master page.
The new master would appear identical to the first
You would then modify only the elements that you want to change on the new master, keeping all of the elements that you don’t want to change perfectly consistent with the previous one

46. Creating Text on Master Pages
Basing a new master on another master is not the same thing as duplicating a master.
Duplicating a master creates a copy, but the original and the copy have no relationship.
When you base a new master on another, any changes you make to the first master will be updated on masters based on it.

47. Creating Text on Master Pages
Practice
From My Web Page: Open Chapter 3--Lesson 3--Automatic Page Numbering; En and Em Elements

48. Lesson 3: Applying Master Pages to Document Pages (quick discussion only)
Once you have created master pages, you then use the Pages panel to apply them to the document pages.
One method for applying master pages is the “drag and drop” method
A second method for applying master pages to document pages is to use the Apply Master to Pages command on the Pages panel menu

49. Applying Master Pages to Document Pages
Dragging a master page icon onto a single page
Dragging a master page icon onto a spread
Applying C-Master to page 2
Applying C-Master to page 2 & 3

50. Lesson 4: Modifying Master Pages and Document Pages (quick discussion only)
When you modify a master item on a master page, that modification will be reflected on all document pages based on that master page.
Master pages are designed to allow you to lay out the basic elements for a page that will be used repeatedly throughout a document.

51. Modifying Master Pages and Document Pages
In most cases, however, you will want to make modifications to the document page once it is created—you might even want to delete some objects on the document page that were created on the master page.
Master page items on document pages are fixed objects and cannot be selected with normal methods.

52. Modifying Master Pages and Document Pages
You can modify a master page item on a document page, however, by overriding.
You override a master item by pressing and holding [Shift] [Ctrl] (Win) or [Shift] [Command] (Mac), then clicking a master item.

53. Modifying Master Pages and Document Pages
Making changes to a document page is often referred to as making a local change.
When you override a master item, that item nevertheless maintains its status as a master item and will still be updated with changes to the master page.

54. Modifying Master Pages and Document Pages
Once a master item has been released from its fixed position, it remains selectable.
You can return a master item on a document page back to its original state by selecting the item, clicking the Pages panel options button, then clicking Remove Selected Local Overrides.

55. Modifying Master Pages and Document Pages
When you are sure you no longer want a master item to be affected by updates made to the associated master page, you can detach a master item.
When it comes to text, it’s a smart idea to use master pages for the placement of text frames on the page, but use character and paragraph styles for global formatting of the text itself.

56. Lesson 5: Placing and Threading Text
Once you have created a text frame—either on a master page or on a document page—you can type directly into the frame, or you can place text from another document into it.
When creating headlines, you usually type them directly into the text frame.
When creating body copy, however, you will often find yourself placing text from another document, usually a word processing document.

57. Placing and Threading Text
Placing text in InDesign is simple and straightforward.

58. Placing and Threading Text
Loaded text icon positioned over a text frame

59. Placing and Threading Text
Text placed in a text frame

60. Placing and Threading Text
InDesign provides many options for threading text—linking text from one text frame to another.
Text frames have an in port and an out port. When threading text, you use the text frame ports to establish connections between the text frames.
The presence of overset text—means more text can fit in the frame.

61. Placing and Threading Text
Practice
From My Web Page: Open Chapter 3--Lesson 5—Threading Text Practice

62. Placing and Threading Text
Assignment:
Open the “Lessons from a Goose” basic text file from my webpage.
Make the editing adjustments indicated on the instructional handout.
Be SURE to save it as Lessons from a Goose—Edit 2.
Print a copy of Edit 2. Attach a rubric and turn in your work.

63. Lesson 6 Creating New Sections (quick discussion only) and Wrapping Text
Sections are pages in a document where page numbering changes.
You can create as many sections in a document as you wish.
You determine the page on which the new section will start by clicking that page icon on the Pages panel.

64. Creating New Sections and Wrapping Text
New section will begin with this number
Numbering in the new section will have this style
New Section dialog box

65. Creating New Sections and Wrapping Text
When you position a text frame or a graphics frame near another frame that contains text, you can apply a text wrap to the overlapping frame in order to force the underlying text to wrap around it.
InDesign offers many options for wrapping text around a frame.
One quick method is to click the Wrap around bounding box button on the Text Wrap panel.

66. Creating New Sections and Wrapping Text
No text wrap
button
Wrap around
bounding box
button
Wrap around
object shape
button
Text Wrap panel

67. Creating New Sections and Wrapping Text
When you choose the Wrap around bounding box option, you can control the offset—the distance that text is repelled from the frame—by entering values in the Top, Bottom, Left, and Right Offset text boxes on the panel.

68. Wrapping Text and Creating Shapes Review
Practice
From My Web Page: Open Chapter 3--Lesson 6--Wrapping Text and Creating Shapes