A Guide to QuarkXPress 9.1

Transcription

1 A Guide to QuarkXPress 9.1

2 Contents About this guide...18 What we're assuming about you...18 Where to go for help...18 Conventions...19 Technology note...19 The user interface...21 Tools...21 Web tools...24 Menus...24 QuarkXPress menu (Mac OS only)...25 File menu...25 Edit menu...26 Style menu...28 Item menu...30 Page menu...32 Layout menu...32 Table menu...33 View menu...34 Utilities menu...35 Window menu...36 Help menu...38 Context menus...38 Palettes...38 Tools palette...39 Measurements palette...39 Page Layout palette...40 Style Sheets palette...41 Colors palette...42 Shared Content palette...42 Trap Information palette...43 Lists palette...43 App Studio palette...44 Profile Information palette...44 Glyphs palette...45 ii A GUIDE TO QUARKXPRESS 9.1

3 Hyperlinks palette...45 Index palette...46 Layers palette...47 Picture Effects palette...47 PSD Import palette...47 Palette groups and palette sets...48 Layout controls...49 Views and view sets...50 Splitting a window...50 Creating a window...51 Using Story Editor view...51 View sets...52 Projects and layouts...55 Working with projects...55 Options for Print layouts...56 Options for Web layouts...57 Saving and naming a QuarkXPress project...57 Exporting layouts and projects...57 Working with layouts...58 Project-level and layout-level resources...59 Working with guides...59 Column and margin guides...59 Ruler guides...60 Snapping to guides...60 Undoing and redoing actions...61 Boxes, lines, and tables...62 Understanding items and content...62 Understanding handles...63 Understanding Bézier shapes...65 Working with boxes...66 Creating text and picture boxes...67 Resizing boxes...68 Locking box and picture proportions...68 Reshaping boxes...69 Adding frames to boxes...69 Applying colors to boxes...70 Applying blends to boxes...70 Merging and splitting boxes...71 Adding text and pictures to boxes...71 Changing box type...72 A GUIDE TO QUARKXPRESS 9.1 iii

4 Working with lines...72 Creating lines...72 Line modes for straight lines...73 Resizing lines...73 Reshaping lines...74 Controlling line appearance...74 Joining lines...74 Manipulating items...74 Selecting items...75 Moving items...75 Cutting, copying, and pasting items...75 Controlling the stacking order of items...75 Grouping items...76 Duplicating items...77 Spacing and aligning items...77 Rotating items...77 Skewing items...78 Locking and unlocking items...78 Anchoring items and groups in text...78 Working with callouts...78 Understanding callouts...79 Creating a callout...81 Configuring a callout anchor...82 Working with callout styles...84 Callouts and runaround...84 Working with tables...85 Drawing a table...85 Converting text to tables...86 Importing Excel tables...87 Importing Excel charts...88 Adding text and pictures to tables...89 Editing table text...89 Linking table cells...89 Formatting tables...90 Formatting gridlines...90 Inserting and deleting rows and columns...91 Combining cells...92 Manually resizing tables, rows, and columns...92 Converting tables back to text...92 Working with tables and groups...92 Continuing tables in other locations...92 iv A GUIDE TO QUARKXPRESS 9.1

5 Text and typography...97 Editing text...97 Importing and exporting text...97 Import/export filters...98 Importing and exporting text with Unicode options...99 Finding and changing text...99 Special character codes Checking spelling Auxiliary dictionaries Counting words and characters Applying character attributes Applying a font Choosing a font size Applying type styles Applying color, shade, and opacity Applying horizontal or vertical scale Applying baseline shift Applying multiple character attributes Applying paragraph attributes Controlling alignment Controlling indentation Controlling leading Controlling space before and after paragraphs Setting tabs Controlling widow and orphan lines Controlling kerning Kerning manually Kerning automatically Controlling hyphenation and justification Specifying hyphenation exceptions Using discretionary hyphens Controlling tracking Tracking manually Editing tracking tables Working with style sheets Creating and editing paragraph style sheets Creating and editing character style sheets Applying style sheets Appending style sheets Working with conditional styles Creating a conditional style Applying a conditional style Removing conditional styles A GUIDE TO QUARKXPRESS 9.1 v

6 Using conditional style markers Editing a conditional style Bullets and numbering Working with bullet styles Working with numbering styles Working with outline styles Bullets, numbering, outlines, and style sheets Positioning text in text boxes Using baseline grid Aligning text vertically Specifying text inset Controlling font usage Converting text to boxes Using text runaround Running text around all sides of an item Running text around lines and text paths Running text around text boxes Running text around pictures Fine-tuning a runaround path Editing a runaround path Working with text paths Creating drop caps Creating rules above and below paragraphs Using anchored boxes Anchoring boxes and lines in text Cutting, copying, pasting, and deleting anchored boxes and lines Unanchoring boxes and lines Working with OpenType fonts Applying OpenType styles Using ligatures Working with the Glyphs palette Displaying invisible characters Inserting special characters Inserting spaces Inserting other special characters Specifying character language Using font fallback Importing and exporting text with Unicode options Working with font mapping rules Working with design grids Understanding design grids Design grid basics Working with grid styles vi A GUIDE TO QUARKXPRESS 9.1

7 Using design grids Working with hanging characters Creating hanging character classes Creating hanging character sets Applying hanging character sets Pictures Understanding pictures Supported picture file types Working with pictures Importing a picture Moving pictures Resizing pictures Cropping pictures Rotating and skewing pictures Coloring and shading pictures Flipping pictures Listing, verifying status of, and updating pictures Specifying background colors for pictures Maintaining picture attributes Working with clipping paths Creating clipping paths Using embedded clipping paths Manipulating clipping paths Creating special effects with clipping paths Working with alpha masks Working with PSD pictures Preparing PSD files Working with PSD layers Working with PSD channels Working with PSD paths Printing with PSD Import Using picture effects Working with picture effects Removing and deleting picture effects Displaying effects at full resolution Picture Effects: Filters Picture Effects: Adjustments Saving and loading Picture Effects presets Reviewing Picture Effects usage Saving picture files A GUIDE TO QUARKXPRESS 9.1 vii

8 Color, opacity, and drop shadows Understanding color Understanding spot and process colors Specifying matching system colors Working with colors The Colors palette The Colors dialog box Creating a color Editing a color Duplicating a color Deleting a color Importing colors from another article or project Changing all instances of one color to another color Applying color, shade, and blends Applying color and shade to text Applying color and shade to lines Working with opacity Specifying opacity Specifying opacity for groups Creating blends with transparency Color management Source setups and output setups The color management experience for users Working with source setups and output setups from a color expert Working in a legacy color management environment Proofing color on screen (soft proofing) Color management for experts Creating a source setup Creating an output setup Managing profiles Working with drop shadows Applying drop shadows Customizing drop shadows Incorporating drop shadows with items Document construction Using automatic page numbering Creating an automatic text box Working with master pages Creating a master page Applying master pages Updating master pages viii A GUIDE TO QUARKXPRESS 9.1

9 Master pages and layout families Working with layers Understanding layers Creating layers Selecting layers Showing and hiding layers Determining which layer an item is on Deleting layers Changing layer options Moving items to a different layer Changing the stacking order of layers Layers and text runaround Duplicating layers Merging layers Locking items on layers Using master pages with layers Suppressing printout of layers Using PDF layers Working with lists Preparing for lists Creating a list Importing lists from another document Navigating with lists Building lists Updating lists Working with lists in books Working with indexes Specifying the index marker color Creating index entries Creating cross-references Editing an index entry Deleting an index entry Specifying the punctuation used in an index Building an index Editing final indexes Working with books Creating books Working with chapters Controlling page numbers Synchronizing chapters Printing chapters Creating indexes and tables of contents for books Working with libraries A GUIDE TO QUARKXPRESS 9.1 ix

10 Creating libraries Adding library entries Retrieving library entries Manipulating library entries Working with labels Saving libraries Output Printing layouts Updating picture paths Setting Print dialog box controls Print dialog box Printing color separations Printing color composites Exporting layouts Exporting a layout in EPS format Exporting a layout in PDF format Creating a PostScript file Using Collect for Output Working with output styles Working with trapping Understanding flattening and production issues Collaboration and single-sourcing Working with shared content Sharing and synchronizing content Understanding synchronization options Placing a synchronized item Placing synchronized content Importing content into the shared content library Working with Composition Zones Understanding Composition Zones Creating a Composition Zones item Placing a Composition Zones item Sharing a composition layout Using Collaboration Setup Linking to other projects Viewing information about linkable composition layouts Importing and managing shared content Specifying update options Interactive layouts x A GUIDE TO QUARKXPRESS 9.1

11 Understanding Interactive layouts Types of Interactive layouts Types of objects Interactive layouts in action Creating interactive building blocks Creating a Presentation layout Creating an object Configuring an SWF object Configuring a Video object Working with Animation objects Working with Button objects Image Sequence layouts, Button layouts, and Shared Content Working with menus Configuring a Window object Configuring a Text Box object Working with transitions Working with pages in Interactive layouts Working with keyboard commands Configuring Interactive preferences Working with actions Assigning actions Action reference Working with events Choosing a user event Configuring user events Working with scripts Creating a script Using conditional statements Running a script Exporting and importing scripts Previewing and exporting Interactive layouts Previewing a Presentation layout Checking interactive object usage Exporting a Presentation layout Configuring export settings Working with expressions Understanding expressions Using the Expression Editor dialog box E-books Adding interactivity to Blio ebooks Adding a slideshow to a Blio ebook A GUIDE TO QUARKXPRESS 9.1 xi

12 Adding video to a Blio ebook Adding HTML to a Blio ebook Adding a URL link to a picture box in a Blio ebook Working with Reflow view Creating reflow articles Mapping style sheets to Reflow tags Adding content to a reflow article Reordering components in a reflow article Editing content in Reflow view Updating content in Reflow view Creating a TOC for Blio Creating a TOC for epub Working with ebook metadata Exporting for Blio ereader Exporting for epub Specifying CSS for epub export Job Jackets Understanding Job Jackets What are Job Jackets? The structure of Job Jackets Sample Job Jackets workflow Working with Job Jackets Basic mode and advanced mode Creating Job Jackets files Working with Job Tickets Creating a Job Ticket template Adding a layout definition to a Job Ticket: Advanced mode Applying a Job Ticket template to a project Applying a layout definition to a project Collaborating with shared Job Jackets Exporting and importing Job Tickets The default Job Jackets file Editing the default Job Ticket template: File menu Editing the default Job Ticket template: Utilities menu Editing the default Job Jackets file Working with Resources: Advanced mode Accessing Resources: Advanced mode Configuring Resources: Advanced mode Specifying the location of Resources: Advanced mode Working with Layout Specifications Creating a Layout Specification: Advanced mode xii A GUIDE TO QUARKXPRESS 9.1

13 Applying a Layout Specification to a layout Working with Output Specifications Creating an Output Specification: Advanced mode Applying an Output Specification to a layout Using Output Specifications with Output Job Working with Rules and Rule Sets Creating Rules: Advanced mode Adding Rules to a Rule Set: Advanced mode Applying a Rule Set to a layout Evaluating a layout Job Jackets locking Printing with JDF output Web layouts Working with Web layouts Creating a Web layout Text boxes in Web layouts Graphic elements in Web layouts Converting to and from Web layouts Web layout limitations Hyperlinks Creating a destination Creating an anchor Creating a hyperlink using an existing destination Creating a hyperlink from scratch Showing links in the Hyperlinks palette Formatting hyperlinks Editing and deleting destinations Editing and deleting anchors Editing and deleting hyperlinks Navigating using the Hyperlinks palette Rollovers Creating a basic rollover Editing and deleting basic rollovers Creating a two-position rollover Switching between rollover images in the layout Removing a target from a two-position rollover box Unlinking a two-position rollover Image maps Creating an image map Editing an image map Forms A GUIDE TO QUARKXPRESS 9.1 xiii

14 Creating a form box Adding a text, password, or hidden field control Adding a button control Adding an image button control Adding pop-up menu and list controls Adding a group of radio button controls Adding a check box control Adding a file submission control Menus Working with standard menus Working with cascading menus Tables in Web layouts Meta tags Creating a meta tag set Specifying a meta tag set for a Web page Previewing Web pages Specifying additional browsers for preview Exporting Web pages Preparing for export Exporting a Web page Working with multiple languages Applying a character language Changing the program language XTensions software Working with XTensions modules Installing XTensions modules Enabling and disabling XTensions modules Working with XTensions sets Custom Bleeds XTensions software Using Custom Bleeds Using Clip at Bleed Edge DejaVu XTensions software Drop Shadow XTensions software Full Resolution Preview XTensions software Guide Manager Pro XTensions software Using the Guides palette Guides palette menu Creating guides with Guide Manager Pro Creating grids with Guide Manager Pro Creating rows and columns xiv A GUIDE TO QUARKXPRESS 9.1

15 Creating bleed and safety guides HTML Text Import XTensions software Item Find/Change XTensions software Item Styles XTensions software Using the Item Styles palette Creating Item Styles Checking Item Style usage OPI XTensions software Targeting an imported picture for OPI exchange Activating OPI for a layout Creating OPI comments for print, EPS, and PDF PDF Filter XTensions software Importing a PDF file into a picture box Scale XTensions software Scissors XTensions software Script XTensions software Box Tools submenu Grid submenu Images submenu Picture Box submenu Printing submenu Saving submenu Special submenu Stories submenu Tables submenu Typography submenu Shape of Things XTensions software Using the Star Box tool Super Step and Repeat XTensions software Using Super Step and Repeat Table Import XTensions software Type Tricks Make Fraction Make Price Word Space Tracking Line Check Custom Underline Word Filter WordPerfect Filter XSLT Export XTensions software Cloner XTensions software ImageGrid XTensions software Linkster XTensions software A GUIDE TO QUARKXPRESS 9.1 xv

16 ShapeMaker XTensions software ShapeMaker Waves tab ShapeMaker Polygons tab ShapeMaker Spirals tab ShapeMaker Rectangles tab ShapeMaker Presets tab Other XTensions modules Preferences Understanding preferences Nonmatching Preferences alert Changes to QuarkXPress preferences What's in the preferences files Application preferences Preferences Application Display Preferences Application Input Settings Preferences Application Font Fallback Preferences Application Undo Preferences Application Open and Save Preferences Application XTensions Manager Preferences Application Sharing Preferences Application Fonts Preferences Application File List Preferences Application Default Path Preferences Application EPS Preferences Application Full Res Preview Preferences Application Browsers Preferences Application Index Preferences Application Job Jackets Preferences Application PDF Preferences Application PSD Import Preferences Application Placeholders Preferences Application SpellCheck Preferences Application Fraction/Price Preferences Application Picture Effects Project preferences Preferences Project General Layout preferences Preferences Layout General Preferences Layout Measurements Preferences Layout Paragraph Preferences Layout Character xvi A GUIDE TO QUARKXPRESS 9.1

17 Preferences Layout Tools Preferences Layout Trapping Preferences Layout Guides and Grid Preferences Layout Color Manager Preferences Layout Layers Preferences Layout Presentation Preferences Layout SWF Legal notices A GUIDE TO QUARKXPRESS 9.1 xvii

18 ABOUT THIS GUIDE About this guide You do not need to read the QuarkXPress documentation from beginning to end. Instead, use this guide to quickly look up information, find out what you need to know, and get on with your work. What we're assuming about you In writing this guide, we assume that you are familiar with your computer and know how to: Launch an application Open, save, and close files Use menus, dialog boxes, and palettes Work within a networked computing environment Use the mouse, keyboard commands, and modifier keys Consult the documentation provided with your computer or other resources if you need more information in any of these areas. Where to go for help If you're new to QuarkXPress, or if you want to explore one of its other longstanding features, consult the following resources: A Guide to QuarkXPress QuarkXPress Help Third-party books General books about desktop publishing If your issues are at the system level saving files, moving files, activating fonts, for example consult the documentation resources provided with your computer. 18 A GUIDE TO QUARKXPRESS 9.1

19 ABOUT THIS GUIDE Conventions Formatting conventions highlight information to help you quickly find what you need. Bold type style: The names of all dialog boxes, fields, and other controls are set in bold type. For example: "Click OK." References: In descriptions of features, parenthetical references guide you in accessing those features. For example: "The Find/Change dialog box (Edit menu) lets you find and replace text." Arrows: You will often see arrows (>), which map out the menu path to a feature. For example: "Choose Edit > Style Sheets to display the Style Sheets dialog box." Icons: Although many tools and buttons are referenced by name, which you can see by displaying ToolTips, in some cases icons are shown for easy identification. For example, "Click the button on the Measurements palette to center text." Cross-platform issues: This application is quite consistent across operating systems. However, some labels, buttons, key combinations, and other aspects of the application must differ between Mac OS and Windows because of user interface conventions or other factors. In such cases, both the Mac OS and Windows versions are presented, separated by a slash, with the Mac OS version presented first. For example, if the Mac OS version of a button is labeled Select, and the Windows version is labeled Browse, you are directed to "Click Select/Browse." More complex cross-platform differences are mentioned in notes or parenthetical statements. Technology note Quark developed QuarkXPress for Mac OS and Windows to give publishers control over typography, color, and collaboration. In addition to unique typographic controls, QuarkXPress offers comprehensive font support, including support for TrueType, OpenType, and Unicode. Designers can use PANTONE (the PANTONE MATCHING SYSTEM ), Hexachrome, Trumatch, Focoltone, DIC, and Toyo to add color to page layouts. QuarkXPress acts as a hub for collaborative publishing environments because it allows you to import and export content in multiple file formats, and to share design components with other users. You can import files from applications such as Microsoft Word, Microsoft Excel, WordPerfect, Adobe Illustrator, and Adobe Photoshop. You can output content as PostScript or in PDF format for Adobe Acrobat Reader. You can also export files that can be viewed using QuickTime, Internet Explorer, Safari, Firefox, and Netscape Navigator. With Quark Interactive Designer, you can export layouts in Flash format. Using features such as Job Jackets and Composition Zones, you can be sure that multiple people share specifications to produce consistent publications, even while working on a single publication simultaneously. The QuarkXPress software architecture lets you and software developers expand publishing capability. Through XTensions software technology, third-party developers can create A GUIDE TO QUARKXPRESS

20 ABOUT THIS GUIDE custom modules for QuarkXPress. QuarkXTensions (Quark XTensions software) also provide a modular approach for meeting your particular publishing needs. And if you can write AppleScript scripts, you can use this scripting language from Apple to automate many QuarkXPress activities. 20 A GUIDE TO QUARKXPRESS 9.1