Dynamic Graphics+Create Magazine
HOME   |   MAKEOVERS  |   ARCHIVE  |   EDUCATION  |   JOBS  |   ADVERTISE
Topics
Tutorials
Create a halftone border in Photoshop.
Add a halftone drop shadow using Photoshop.
Electronic
InDesign Text Tools
If you must have words with InDesign, then speak its language with the following tips. 
July 2008
You may know InDesign for its transparency effects and its tight integration with the other programs in Creative Suite 3, but InDesign’s text and typography features are the best in the business. Here we explore some of the typographic gems, as well as some of the gotchas.

TROUBLESHOOTING
Sometimes text doesn’t seem to want to do what you want it to do. There’s always a reason; of course, sometimes it’s just not obvious.

Stubborn last line
Has this ever happened to you? You reduce the point size of text in a paragraph, and the last line refuses to move up to match the other lines in the paragraph (figure 1).

The reason? You wouldn’t think a paragraph return symbol deserves its own leading, but, by default, leading is a character attribute, not a paragraph attribute. And the return constitutes a character (albeit an invisible one). If you’re using auto leading, and you’ve neglected to reduce the size of the paragraph return itself, it carries its own, larger leading value, and acts as a cork to push the last line away. There are several solutions:

1. Be sure to select the entire paragraph before changing text size; quadruple-click in the paragraph to select the whole shebang, including the return.

2. Display the hidden characters (Type > Show Hidden Characters), select the pesky return symbol and set its leading to the same value as the remainder of the paragraph.

3. Use paragraph styles, which apply the same size and leading to all text in a paragraph, including the return.

4. Change the Type preference to apply leading to entire paragraphs (Mac: InDesign > Preferences > Type; PC: Edit > Preferences > Type). But this only helps if you choose a definite leading value, rather than using auto leading. If the leading value is displayed in parentheses, it’s auto leading. Highlight the leading value and type a replacement value. Even highlighting and retyping the same leading value will render it hardwired rather than automatic. Auto leading—by default, 120 percent of the text size—is what InDesign uses if you don’t manually enter a leading value.

What’s causing that goofy formatting?
Suddenly, every text frame you create is using an enormous heading style. Where did that come from? When you choose a setting—such as a swatch, a font, a paragraph or character style—without selecting text or an object in the page, InDesign assumes you want that to be a default. This could save you some time, but usually it happens unintentionally: You think you’ve selected some text, and you select a paragraph or character style. Then it’s as if you’ve dipped your paintbrush in the wrong color, and you can’t seem to clean it off.

The fix? Deselect everything by switching to the Selection tool (black arrow) and clicking on empty space. Then, press Option + Shift and click on the Basic Paragraph style (PC: Alt + Shift click). The Option/Alt gets rid of manual formatting, and the Shift button deletes any formatting from character styles. Essentially, this move purifies formatting to that of the default Basic Paragraph style. New text frames will now use that style, rather than the formatting you picked up accidentally. To clear unwanted object formatting, deselect everything; open the Object Styles panel; and then Optionclick (PC: Alt-click) on the Basic Graphics Frame object style name.

Oops—I HAD THE CAPS LOCK KEY ON
Inspired, you’re blindly typing compelling copy at an incredible speed (thank goodness you took typing, eh?). But you look up to realize that—doh!— the Caps Lock key has been on for quite some time. That’s OK: InDesign offers a quick fix. Select the text, pick Type > Change Case and choose the correct approach from the submenu that appears. You can pick from UPPERCASE, lowercase, Title Case and Sentence case. The options are even displayed in the appropriate style, as a hint of what will happen to the selected text.

Text wrap
If you’re accustomed to QuarkXPress, InDesign’s approach to text wrap (InDesign’s term for runaround) may confuse you. In QuarkXPress, a box causes runaround only if it’s above text in stacking order. In InDesign, text wrap behaves like oil and water: A frame with text wrap affects text above and below, regardless of stacking order or layers.

This allows you to place a graphic behind text, yet still cause text wrap, which is pretty nifty. But what if you want to place text above this, such as a pull quote? At first, it seems hopeless: The text wrap from the underlying object flushes text out of your topmost frame. Don’t fret: There’s an easy solution. Select the affected frame, choose Object > Text Frame Options, and check Ignore Text Wrap option in the lower left of the dialog box (figure 2). Then the pull quote will not respond to the text wrap underneath.

Alternatively, you can set InDesign’s preferences to behave like QuarkXPress: Choose InDesign > Preferences > Composition (PC: Edit > Preferences > Composition) and check the option for Text Wrap Only Affects Text Beneath. This may put you in more familiar territory, but you’ll lose some flexibility as a result.


Figure 1: If you reduce the point size of text without also selecting the paragraph return at the end of the paragraph, the last line of a paragraph won’t “snug up.”

Figure 2: Text wrap around the daisy initially prevents the pull-quote text from showing, since text wrap is irrespective of stacking order. But setting the pull-quote text frame to ignore text wrap allows the text to show.

TYPOGRAPHY
InDesign has fabulous typographic tools which enable us to set beautiful type with little effort. Notice how smooth body text looks, almost devoid of ugly white rivers: You can thank InDesign’s Paragraph Composer engine for that. Let’s look at some additional tools for finessing typography.

Optical kerning
If you feel the urge to painstakingly tweak the kerning of display text, make it easy on yourself—try optical kerning. It’s overkill for body text but an elegant time-saver when setting headlines (figure 3). What does optical kerning do? It allows InDesign to base kerning on the appearance of letterforms, rather than the built-in font metrics.

To invoke optical kerning, select a range of text and choose the option from the kerning field drop-down in the Control palette above the document (figure 4). The default choice is Metrics (meaning built-in font metrics); just switch to Optical. You may still wish to tweak some spacing, but it’s a great starting point.


Figure 3: The top line at left uses standard font metrics for intraletter spacing. The bottom line uses Optical kerning, which looks at individual characters to determine the best spacing.

Figure 4: Optical Kerning allows InDesign to make letter spacing decisions based on letterforms, rather than using the built-in font metrics.

Optical margins
If you think you’ve seen justified text, try optical margins. This option subtly moves small details—such as serifs and hyphens—slightly outside the text frame, creating the optical illusion of a straighter edge. Try it and squint: Suddenly the edges of regular justified text don’t look quite even, and text using optical margins looks much better.

It’s a great feature, but it’s accessed by an unintuitive menu command: Type > Story (figure 5). I suppose it’s because optical margins affect an entire story (the option can’t be limited to a single paragraph or text frame), but I confess it’s a personal gripe of mine that there’s plenty of room in the drop-down menu to list “Optical Margin Alignment” instead.


Figure 5: While both examples are justified, the top example uses Optical margins. Note that the hyphens and the “W” in “Welcome” actually hang outside the frame, creating a more visually even edge. When you choose Type > Story and check the Optical Margin Alignment option, enter the predominant text size in the field.

Glyphs and glyphs sets
Have you ever needed a snowflake? Did you type the entire alphabet, then change the font to Zapf Dingbats to find that pesky snowflake? Then you’ll love the Glyphs panel. Just place the cursor in text, and choose Type > Glyphs. Choose the desired font family and style from the small drop-down menu at the bottom of the dialog (it’s easy to overlook), scroll until you find the elusive snowflake and then double-click; the glyph is inserted at the cursor position. You can even magnify the display of glyphs by clicking the little mountain icons at the lower right to enlarge or reduce the display size.

InDesign stores the 20 most recently used glyphs in the top row of the dialog. But if you’re using lots of glyphs, your favorite may get flushed out. You can create custom glyph sets to store glyphs you frequently use. Just choose New Glyph Set from the Glyphs panel menu, and name the set. To add glyphs to a set, select the desired glyph, then Control-click (PC: right-click), select Add to Glyph Set and choose the set from the menu that appears. You can also choose Add to Glyph Set from the Glyphs panel menu.

Unfortunately, the Glyphs panel (figure 6) doesn’t provide a direct method for saving glyph sets, and they could be wiped out if you reset InDesign preferences. But if you want to back up (or share) a glyph set, you can find the set by its name in these locations:

1. Mac OS: Users/[username]/Library/ Preferences/Adobe InDesign/[Version]/Presets/ Glyph Sets

2. Windows XP: Documents and Settings\ [username]\Application Data\Adobe\InDesign\ [Version]\Glyph Sets

3. Windows Vista: Users\[username]\AppData\ Roaming\Adobe\InDesign\[Version]\Glyph Sets A glyph set is stored as an XML file—to install a set, just drag it into the proper location. Restart InDesign for the added set to be recognized.

Next style
You can string paragraph styles together for easy formatting of multiple paragraphs (figure 7). A catalog item description might always consist of an item name in bold, larger text, followed by body text and finally by a SKU/price line in red. As part of a paragraph style definition, you can specify a “Next Style,” which will kick off a new style when you hit the Return key and embark on a new paragraph. For example, the “Item Name” style would be followed by the “Body Description” style, which would be followed in turn by the “Price” style. You’d open the paragraph style options for “Item Name” and set its next style to “Body Description,” and so on.

This works splendidly when you’re typing text, but what if you import or copy/paste text? InDesign makes this easy; set up the styles and establish the style relationships. Then, select part of each paragraph, Control-click (PC: right-click) on the name of the first style in the Paragraph Styles panel, and choose “Apply [style], then Next Style.” By the way, a common mistake is to just click in one paragraph and wonder why the “Apply Next Style” option isn’t available. You must select all or part of at least two successive paragraphs to invoke the next style trick.

InDesign is full of text-handling niceties and typographic riches, and I could go on and on. Until next issue—when we cover some of my favorite plugins—have fun exploring the possibilities.
Figure 6: The Glyphs panel provides access to every glyph in an active font. To insert the glyph, place your cursor in text, select the glyph and double-click (note decorative glyphs in the travel advisory). InDesign stores the most recently selected glyphs in the top row of the dialog, in case you need them again.

Figure 7: Once you’ve set up a “next style” relationship between paragraph styles, you can apply multiple styles to multiple paragraphs with one click. Select part of each paragraph, then Control-click (PC: right-click) on the name of the first style, and choose “Apply [style], then Next Style.” All the selected paragraphs are then formatted simultaneously.

SIDEBARS:

Recommended resources
Professional Design Techniques with Adobe Creative Suite 3, by Scott Citron, $50, Adobe Press, www.adobepress.com

InDesign CS3 Professional Typography (DVD), by Nigel French, $25 for one-month membership, Lynda.com, www.lynda.com

Professional Typography with Adobe InDesign CS2, by Nigel French, $31.99, Adobe Press, www.adobepress.com

Events & Courses

WebMediaBrands
mediabistro learnnetwork freelanceconnect SemanticWeb
Jobs | Events | News
Copyright 2009 WebMediaBrands Inc. All rights reserved.
Advertise | Terms of Use | Privacy Policy