Microsoft Publisher 2010 Fundamentals Jeff Hutchinson Excel Networks www.excel-networks.com
Publisher 2010 Fundamental Concepts Publisher is used to create artwork for brochures, printing, or displays on the web. It is perfect for illustrations, pamphlets, and single page artwork. In the courseware, students will work with navigation tools to move around Publisher and review the screen layout. In addition, several features will be highlighted and covered in the courseware. For example, templates are an important part of Publisher, and the different types of design layouts will be reviewed. Furthermore, since text must be placed in text boxes, students will be shown how to link them into one thread. Also, students will be shown how page layouts and master page structures can be modified for all pages. In summary, all of the above features will be demonstrated in the course through several design projects ranging from single page fliers to Trifolds. This book is designed in conjunction with an Online-Instructor-Led course (for more information see: www.excel-networks.com). Unlike other manuals, you will not need to review lengthy procedures in order to learn a topic. All you will need are the brief statements and command paths located within the book to show you how to use a concept. Furthermore, you will find that this book is often used as a reference to help comprehend a concept quickly, and an index is provided on the last page of the book to reference pages as needed. However, if more detail is needed, you can always use the Internet to search a concept. Also, if your skills are weak due to lack of use, you can refresh your memory quickly by visually scanning the concepts needed and then testing them out using the application. Table of Contents Chapter 1 Intro / Menu Overview... 2 Chapter 2 - Templates... 6 Chapter 3 - Text Manipulation... 8 Chapter 4 - Object Placement... 12 Chapter 5 - Page Layout... 15 Chapter 6 - Export and Design Checker... 17 Student Projects Student Project 1 - Paint Workshop Flier... 5 Student Project 2 - Annual Report Flier... 5 Student Project 3 - Text box layout... 11 Student Project 4 - Surewood Realty Project... 14 Student Project 5 - Dine Deliciously and Happy... 16 Student Project 6 - Newsletter Design Project... 18 Student Project 7 - TriFolds... 21
Publisher 2010 - Fundamentals Exercise Download Exercises are posted on the web site and can be downloaded to your computer. Please do the following: Open Internet Explorer. Type the web address: excel-networks.com/download/publisher2010-1.exe You might get several security warnings, but answer yes and run through each one. When you click Unzip, the files will be located in C:\Data\Publisher2010-1 folder. Copyright and Release Information If there are any questions or problems, please contact Jeff Hutchinson at: JeffHutch@Excel-Networks.com Note: For Mac users, download the file at: excel-networks.com/download/publisher2010-1.zip This document was updated on 2/1/2017 (Rev4) and is designed for Microsoft Publisher 2010. The material is the sole property of Jeff Hutchinson and Excel Networks. Any emailing, copying, duplication or reproduction of this document must be approved by Jeff Hutchinson in writing or Email. However, students who take a class or purchase the material can use this document for personal development and learning. About the Author Jeff Hutchinson is a computer instructor teaching a variety of classes around the country. He has a BS degree from BYU in Computer Aided Engineering and has worked in the Information Technology field supporting and maintaining computers for many years. He also owned a computer training and consulting firm in San Francisco, California, and after selling his business in 2001, he has continued to work as an independent computer instructor in California and Utah. Jeff Hutchinson lives in Utah and provides training for the Utah Valley University Community Education system, offering valuable computer skills for the general knowledge of students, career development, and career advancement. Understanding the technology and the needs of students has been the basis for developing this material. Jeff Hutchinson can be contacted at JeffHutch@Excel-Networks.com or (801) 376-6687. Legend Numbered sections on the left are the Concepts. Italic text is used to highlight commands that will perform the concept or procedure to complete the practice exercises. Practice Exercises are a Step-by-Step approach to performing concepts. Student Projects are Independent Exercises used to perform concepts. Dark, Grayed-Out Sections are optional/advanced concepts. Bolded items are menus, ribbons, or commands used. Page 1
Publisher 2010 Fundamentals Chapter 1 Intro / Menu Overview If you are new to Publisher, you will need to familiarize yourself with the basic features of the program. We will look at the interface and the basic navigation features in order to help you get navigate effectively. The interface is different than other applications, and understanding the layout and the components of the interface is vital to using the program successfully. Quick Access toolbar Page Panel Ribbon Document Window Title bar Ribbon Tabs Ruler Status Bar Concept Explanation / Command String in italic. Practice Exercise 22 Open file Ctrl 0 Open file Template Postcards Technology.pub located in C:\Data\Publisher2010-1\ 1.1 Title bar Select All (Ctrl A) 1.2 Ribbon tabs Located on the top of the screen. 1.3 Ribbon Located under the ribbon tabs. Displays information about active file and zoom slider. 1.4 Status bar Located on the bottom of the screen. Shows information about the active file and zoom slider. 1.5 Page Panel Located on the left side of the screen. Choose the expand/collapse button to increase your work area. 1.6 Navigation Zoom: (F9 toggles to 100%), Zoom Slider located in the lower right corner, or View Zoom tools. 1.7 Document Window This is where you place your design and manipulate the objects to produce your end result. 1.8 Contextual Tabs Select a graphic image and you will see the Format Contextual tab. 1.9 Mini Toolbar Select text R-Click to see the mini toolbar. 1.10 Galleries Insert Shapes. 1.11 Live Preview Select Text Home Font Size Choose size to see the Live Preview. 1.12 Backstage view The File menu is the backstage view. Page 2
Excel Networks 1. Pin files to permanently displayed file. 2. Quickly access this number of Recent Publications: This will list 4 publications in the file menu area. 1.13 Guides If the ruler is on you can drag the guide to the document window to define the placement areas. When placement is finished you can turn off the guides. Page Design Guides or View Guides 1.14 Quick Access Located in the upper left corner. 1.15 Ruler View Rulers. 1.17 Draw Text box Home Draw Text Box or Insert Draw Text Box. 1.18 Undo/Redo Quick Access toolbar. Ctrl Z Optional Topics 1.19 Publisher help Icon. 1.20 Publisher File Options. Options 1.21 Redefine 0,0 To redefine the 0,0 position on the screen: Hold Shift Click on the ruler using the right mouse button. To reset the ruler back to the defaiult setting: Double click in the upper left corner of the ruler. Double click Page 3
Publisher 2010 Fundamentals 1.22 Dynamic Guides A purple line will appear in the center of the image. Insert 2 graphic objects Move one to the center of the other The dynamic guides will appear. Page 4
Excel Networks Student Project 1 - Paint Workshop Flier Use the files beginning with Flier1 located in folder C:\Data\Publisher2010-1 folder. Use a rectangular shape to build the border Insert Shapes. Flier1 Student Project 2 - Annual Report Flier Use the files beginning with Flier2 located in folder C:\Data\Publisher2010-1 folder. Use the Insert Border&Accents to build the borders. Flier2 Page 5
Publisher 2010 Fundamentals Chapter 2 - Templates Templates are a unique and valuable feature of Publisher. In this chapter we will learn the different types of Templates available. Concept Explanation / Command String in italic. 2.1 Brochures Three and Four style folds. A three style foldout is more common for 8-1/2 x 11 paper (Landscape). To engage the reader, use colored paper. Printing could be tricky - Print page 2 then page 1. 2.2 Business Cards When you design using perforated paper (precut), make sure your edges are white or images will bleed over the perforated edge. Choose bus card Type details Page Design Templates Swap out. 2.3 Calendars This creates large and wallet size calendars. Select the calendar and review the options on the left side of the screen. One of the options allows you to set the date range. 2.4 Greeting Cards It prints on a single 8-1/2 X 11 page, then you fold it into quarters. Card size 4.2 5X 5.5. File Print Fold Options. 2.5 Labels After you choose the label, you can choose the Avery style. 2.6 Newsletters Similar to Brochures. 2.7 Postcards File Print Multiple copy per page. 2.8 Advertisements Used to add advertisements to your design. 2.9 Award Certificates Plain Paper Stay away from solid color background because it causes ink and toner problems. Usually special preprinted paper is used. 2.10 Banners Large wall size banners. File Print Layout Options Change Overlap=0 (No Margin between letters). Change Template: Page Design Change Template. 2.11 Business Most common is the Fax cover sheet. The logo can be replaced on the invoice, Forms expense reports, fax cover, inventory list, invoice, purchase order, quote, refund, statement, time billing, and weekly record. 2.12 Catalogs Multipage document with examples of possible layouts. It is best to duplicate the existing page rather than insert a new blank page. Insert Page Duplicate Page. Optional Topics 2.13 Email When you convert to Word, it drops all boxes. Consider saving the PDF as an attachment. 2.14 Envelopes Common sizes #6 and #10. 2.15 Flyers This is usually a single page flier. Black and gray color schemes may be costly to print. 2.16 Gift Usually one per page. See File Print Page options. Certificates 2.17 Import Word File Open Word document. Document 2.18 Invitations It prints on a single 8-1/2 X 11 page, then you fold it into quarters. File Print Choose folder options. Page 6
Excel Networks 2.19 Letterheads Choose Style. 2.20 Menus Similar to a Table of Contents. 2.21 Paper Folding These are origami type projects such as Paper Airplanes, Cups, etc. Projects 2.22 Programs 2.23 Quick These are similar to newsletters except are multiplage layouts. Publications 2.24 Resumes If you need a job this may be a good resource to use. 2.25 Signs 2.26 With Complements Cards 2.27 More Binder Inserts, Books, Coupon, Dividers, Posters, Tickets Categories 2.28 Apply Template Practice Exercise 22 Business Cards Practice Exercise Page Design Change Template. Create a business card for yourself. This can be done with your own company in mind, or use a fictitious company name. Banner Create a banner of your choice: File Tab New Banners. Practice Exercise Calendar Practice Exercise Invitation Cards Create a Calendar of your choice: File Tab New Create a Invitation Card of your choice: File Tab New Calendar. Invitation Cards Page 7
Publisher 2010 Fundamentals Chapter 3 - Text Manipulation There are many different ways to format text to obtain a desired result. Concept 3.1 Font Ribbon Group 3.2 Paragraph Ribbon Group Explanation / Command String in italic. Located in the Home ribbon tab. Located in the Home ribbon tab. 3.3 Text Styles Located in the Home ribbon tab. 3.4 Format Text Select text box R-Click Format Text Box. Box 3.5 Draw Text Box Home Draw Text Box or Insert Draw Text Box. 3.6 Text Wrap Select the graphic image Home Wrap Text Tight. 3.7 Hyphenation Format Text Box Tools Text Group Hyphenation. Page 8
Excel Networks 3.8 Text Threading Click on the arrow or dots to connect to a new image. Create two text boxes Select text box1 Format-Text Box Tools Create Link Select text box 2. 3.9 Link text boxes Select Text Box Format Create Link. 3.10 Select Entire Select in text box Ctrl A or Quick Access toolbar More Commands All Thread Commands Select All Text in Text Box. 3.11 Drop Cap Select Paragraph Format Drop Cap Custom Drop Cap. 3.12 Special Character 3.13 Continuation Note 3.14 Text Box Columns The Custom Drop Cap options are to the right. Insert Symbol. Create 2 threaded text boxes on different pages R-Click on text box Format Text Box Text box tab Continued on Page. The option must be checked on each text box on the different pages. Select text box R-Click Format Text Box Text Box tab Column Button 2. Note: It is also located under the Text Box Tools/ Format Ribbon Tab Columns dropdown. 3.15 Story Editor To add the story Edit tool: Quick Access toolbar More Commands All Commands Edit Story in Microsoft Word Add. To edit the text in Word: Select the text box. Page 9
Publisher 2010 Fundamentals Optional Topics 3.16 Tabs Type your table of contents Home Ribbon Tab Paragraph button Tabs Enter the information to the right. Chapter 1 (tab key) 23 Chapter 2 (tab key) 27 Chapter 3 (tab key) 35 Page 10
Excel Networks Student Project 3 - Text box layout Use the files that begin with Flier3 located in the C:\Data\Publisher2010-1 folder. Refer to file Flier3-Student Property Flier.pdf. Page 11
Publisher 2010 Fundamentals Chapter 4 - Object Placement Objects can be placed in different positions to balance and enhance the text. Also, graphic objects break up the document so text can be more readable. Concept Explanation / Command String in italic. 4.1 Margin Page Design Margin. 4.2 Table Home Table or Insert Table. 4.3 Shapes Home Shapes or Insert Shapes. 4.4 Picture The graphic will fit in the placeholder. This can be used for a Placeholder template indicating the position to place graphic images. Make sure nothing is selected Insert Picture Placeholder. Click the picture icon in the middle of the place holder and it will prompt you to insert the picture. 4.5 Picture Home Picture or Insert Picture. 4.6 Page Parts Use existing page Quote boxes or add new ones Insert Page Parts. To add a new page Part: Select object Insert Page Part Add Selection to Page Parts Gallery. 4.7 Calendars Insert Calendar. 4.8 Borders & Accents To modify the Page Parts Gallery: Insert Page Part More Page Parts. Insert Borders & Accents. 4.9 Advertisements Insert Advertisements. 4.10 Object Links to a file. Insert Object Create From File C:\Data\Publisher2010-1\Chart.xlsx 4.11 Date & Time Draw text box Insert Date&Time. X Update Automatically 4.12 Sample Color Select Text Box Drawing tools Contextual Ribbon/Format Shape Fill Sample Fill Color Sample a Graphic Image. Page 12
Excel Networks 4.13 Alignment Select 2 objects using the Ctrl key Home Align. 4.14 Distribution Select 3 objects using the Ctrl key Home Align Distribute Horizontally. Optional Topics 4.15 Business Information Insert Business Information. 4.16 Clip Art Insert Clip Art. 4.17 Word Art Insert Word Art. 4.18 Nudge The Nudge is usually designed to move half of a grid distance or one arrow key distance. It seems the nudge moves the same as one arrow key distance. Quick Access toolbar More Commands Commands not in the ribbon Nudge Down/Left/Right/Up. You can also hold the Alt key down and press the arrow keys. 4.19 Resize image Shift Left Corner moves Proportional. 4.20 Copy Image Select Object Ctrl drag n drop. 4.21 Building Block Insert Ribbon Tab Building Block Group More. Library This will display a folder list listing the Building Block things that have been added. Note: In MS Word you can edit the added objects, however, there is no related function in Publisher. Page 13
Publisher 2010 Fundamentals Student Project 4 - Surewood Realty Project 1. Use the files beginning with Flier4 located in the C:\Data\Publisher2010-1 folder. 2. Create a new document and choose the following options: Page Design Ribbon Tab Size: Letter Orientation: Portrait All Margins:.25 in. 3. The graphic files are located in the C:\Data\Publisher2010-1 folder and the file names start with the word Flier4. 4. Create the following layout using the graphic images above. Tip: The completed version is called: Flier4-Surewood Realtors.pdf. Flyer idea came from ElementK courseware. Page 14
Excel Networks Chapter 5 - Page Layout The Page Layout feature deals with the overall look of the design. Concept Explanation / Command String in italic. 5.1 Header Insert Header. 5.2 Footer Insert Footer. 5.3 Page Number Insert Page Number. 5.4 Schemes Objects affected by Schemes are found in the Format Shape Styles. If you add a shape object Format Shapes, it may not be affected by the schemes adjustments. Page Design Scheme. 5.5 Background Page Design Background. 5.6 Edit Master Pages Page Design Master Pages Edit Master Pages. Add Master Page Duplicate Rename Delete. Show Header/Footer Insert Page Number will create new master pages. 5.7 Apply Master Page 5.8 Create 2 Masters 5.8 Grid&Baseline Guides Insert Date Page Design Master Pages Apply Master Page. Page Design Master Pages Right-Click on the master page Insert Duplicate Page. Used to create a custom guide layout. Page Design Guides Grid and Baseline Guides. Page 15
Publisher 2010 Fundamentals Student Project 5 - Dine Deliciously and Happy Use the files beginning with Flier5 located in the folder C:\Data\Publisher2010-1 folder. Fo re va lu a tio n O nl y Here are the basics to get started: 1. Blank Document: File New Blank 11 x 8.5 Landscape. 2. Guides: Page Design Guides Grid and Baseline Guides Columns: 6 Spacing:.1. 3. Margins: Page Design Margin Custom Margin Top: 1.5 in. 4. Text: Word: File Open Flier5-Restaurants.docx or Insert Insert File Flier5-Restaurants.docx. Page 16
Excel Networks Chapter 6 - Export and Design Checker In this chapter, you will finalize the design. Concept Explanation / Command String in italic. 6.1 Export File Save as. 6.2 Design Checker File Run Design checker. Practice Exercise Export And Save A PDF Open file Template Banner Welcome to Publisher.pub located in the C:\Data\Publisher2010-1 folder. Save the file in PDF file format. Page 17
Publisher 2010 Fundamentals Student Project 6 - Newsletter Design Project Use the files beginning with the word Flier6 located in the C:\Data\Publisher2010-1 folder. Step 1 - Create a master page and 4 working pages. Master Page A: View Ribbon Tab Master Page Name: Title Page Master This master will remain blank with no page numbers or banners. Master Page B: View Ribbon Tab Master Page Name: Two Page Master Create a page number on the master page on the outer side of the facing pages. Add the following banners on top of the master page: Create 4 Pages: View Ribbon Tab Normal. Right-Click on Page 1 Insert Page (if necessary). Optional Topics: Add a watermark on the master page if desired. When finished Export the file to PDF. Page 18
Excel Networks Step 3 - Design Page 2 using the following graphic files: Fo re va lu a tio n O nl y Step 2 - Design Page 1 using the following graphic files: Page 19
Publisher 2010 Fundamentals Step 5 - Design Page 4 using the following Graphic files: Fo re va lu a tio n O nl y Step 4 - Design Page 3 using the following graphic files: Page 20
Excel Networks Student Project 7 - TriFolds Fo re va lu a tio n O nl y Use files beginning with Flier8 located in C:\Data\Publisher2010-1 folder. To create a new document: File New Brochure. The text for the document is located in C:\Data\Publisher2010-1\Trifold-Student Brochure Text.docx. When finished, use Page Design Scheme to change the overall colors. Page 21
Publisher 2010 Fundamentals Another Trifold Example Page 22
Publisher 2010 Fundamentals Index Excel Networks Advertisements... 6 Advertisments... 12 Alignment... 13 Apply Master Page... 15 Apply Template... 7 Award Certificates... 6 Background... 15 Backstage view... 2 Banners... 6 Borders & Accents... 12 Brochures... 6 Building Block Parts... 13 Business Cards... 6 Business Forms... 6 Business Information... 13 Calendars... 6, 12 Catalogs... 6 Clip Art... 13 Columns... 9 Continuation Note... 9 Copy Image... 13 Create Master Pages... 15 Date & Time... 12 Design Checker... 17 Dictionary... 4 DisplayPerformance... 3 Document Window... 2 Draw Box... 8 Draw Text Box... 3 Drop Cap... 9 Email... 6 Envelopes... 6 Export... 17 Flyers... 6 Font Ribbon Group... 8 Footer... 15 Format Text Box... 8 Galleries... 2 Gift Certificates... 6 Graphics Placement... 12, 15 Greeting Cards... 6 Grid&Baseline Guides... 15 Guides... 3 Header... 15 Hyphenation... 8 Import Word Document... 6 Invitations... 6 Labels... 6 Letterheads... 7 Link text boxes... 9 Live Preview... 2 Margin... 12 Menus... 7 Mini Toolbar... 2 Navigation... 2 New Document... 8 Newsletters... 6 Nudge... 13 Object... 12 Page Number... 15 Page Panel... 2 Page Parts... 12 Paper Folding Projects... 7 Paragraph Ribbon Group... 8 Picture... 12 Placeholder... 12 Postcards... 6 Programs... 7 Publisher help... 3 Quick Access... 3 Quick Publications... 7 Redefine 0,0... 3 Resize image... 13 Resumes... 7 Ribbon... 2 Ribbon tabs... 2 Ruler... 3 Sample Color... 12 Schemes... 15 Select Entire Thread... 9 Shapes... 12 Signs... 7 Special Character... 9 Status bar... 2 Story Editor... 9 Styles... 8 Table... 12 Text Box Columns... 9 Text Threading... 9, 12, 15 Text Wrap... 8 Title bar... 2 Tools Panel... 2 With Complements Cards... 7 Word Art... 13 Workspace... 2 Page 23
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