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Chapter 5: InDesign.


This chapter introduces you to InDesign's desktop publishing capabilities. By the end of this chapter you should be able to create a booklet or poster including text, images, and master page elements.

Introduction to Adobe InDesign

InDesign is Adobe's award-winning desktop publishing application. It allows the designer more control over image and text manipulation for page layout of documents, brochures, or sheets. Current uses in landscape architecture are for portfolios and/or sheet layout of projects that contain a variety of images from different resources. The setup for booklet or sheet is very similar, but the booklet format tends to require more detail and repetition. This chapter will follow the processes through booklet format, extracting information for sheet development along the way.

The InDesign Screen

When you first open InDesign, select Close. We will set up a new document after looking at the workspace. Figure 5-1 illustrates the default InDesign CS2 screen that will open. Depending on the version you have, your screen might look a little different. If you hover the cursor over each icon for a few seconds, a yellow tag will pop up with the name of the tool. To add toolbars or palettes that might be missing, go to Window and select the toolbars or palettes that you need.


On top of the screen you will see the default Title Bar showing the program, name of the drawing, and zoom factor. Below the Title Bar is the Menu Bar. The Control Bar changes to provide quick options for select items on the page. The most commonly used tools are along the left toolbar. When a document is open, you will see the Status Bar at the bottom of the screen. On the left side of the Status Bar is the document page number, zoom factor, and filename. On the right side of the workspace are the Floating Palettes.

Working with Floating Palettes

The Floating Palettes are similar to palettes in Photoshop but usually remain docked to the side. To activate or bring out a palette from being docked, click on one of the tabs. To activate a tab, click on it. To remove tabs, drag the tab into the workspace and close it by clicking on the X button also known as the close box. To bring a tab into a Floating Palette, select the tab name from the Window menu and then drag it to the Floating Palette you want it to be docked in. The tabs in the Floating Palettes will vary but the ones that will be most used in this chapter are Pages, Links, Color, Swatches, and Stroke. These can be arranged in any order in any Floating Palette. You can also keep transparency and gradient tabs in a palette, although we will not use them much. To save this workspace so it remembers these settings, go to Window--Workspace--Save Workspace. Give the workspace a name and select Save.


The most commonly used tools in this chapter are labeled in the toolbar image in figure 5-2. The tools are described more thoroughly throughout this chapter. Since the Control Bar varies based on the tool or the item selected, it will be described and labeled throughout this chapter as it is used.


Basic Document Setup

For this chapter, we will create a small five-page graphics booklet for the hypothetical site Lembi Park. It will be of standard letter size, double sided with binding in the middle. If you have a document open in InDesign, close it so we can set up some preferences before beginning.

Setting Up Preferences

Setting up preferences allows you to adjust a variety of features that relate to the display of the document and desktop. We will adjust the display performance setting and the units and increments going to Edit and selecting Preferences and then Units and Increments (figure 5-3).


Under Ruler Units on the right, there are three settings that need to be adjusted: the Origin, the Horizontal Ruler Unit, and the Vertical Ruler Unit. The Origin describes how the document will be measured. Selecting Spread will start the ruler of the document in the upper left-hand corner at 0" and read all the way through to the right. So if the document is double sided and 8 1/2"x 11", the ruler will read 0" all the way to 17" across the top of the screen. Selecting Page will set a ruler that starts at 0" in the upper left-hand corner of the document until it reaches the next sheet, where the numbering will start again at 0". So in our example, the ruler would read 0" to 8 1/2" and then start over from 0" to 8 1/2" on the next page. Selecting Spine will set the ruler to start at 0" until it reaches the spine of a multipage spread and then will start over with 0" for the remaining sheets in the spread. Since our document is only a double spread with same-size pages, keep the Origin to read Page. For a poster, you may want to set the ruler to read Spread.

Set the Horizontal and Vertical increments to Inches.

In the left-hand column, select Display Performance. Set the default view to High Quality and check the Preserve Object-Level Display Settings. Also, set the Adjust View Settings to High Quality. This allows you a more accurate display of the images and resolution. So if your images are coming in grainy even after setting the preferences here to High Quality, you may need to go back and get a better quality scan or save the image with a higher resolution. For larger documents, this would slow down the program considerably, but since our document is small, even high-quality images should be fine.

Setting Up Folder Options for Image Links

Setting up folder options for images allows you to directly access, alter, and relink your images between InDesign and Photoshop. To do this, minimize InDesign and go to My Computer; from the Menu Bar select Tools--Folder Options--File Types and scroll down until you find .jpeg (assuming the images you will use are .jpeg images). Select the Change button and scroll through the programs to find Photoshop CS2 (figure 5-4).


Starting a Document

Go to File and select New, then Document. Figure 5-5 shows the dialog box for setting up a new document.


Set the number of pages to 5, and check facing pages. Keep the Page size as Letter and the Orientation as Portrait. The margin settings are used as a guide; you can still print beyond your set margins. For a single sheet, just set the pages to 1 and page size to a custom size for the poster you plan to use. For custom document setup, you can save your New Document parameters by clicking on the Save Preset button on the right and giving the document a name. For this tutorial your screen should look similar to that in figure 5-6.


You will also notice that, in the Pages Palette, page 1 is a right-sided single nonfacing page of the booklet. This is because in standard desktop publishing for books, page 1 is always a right-sided page. To get around this for other documents that might need a facing page as page 1, you can start your work on page 2.

Zoom, Pan, and Pages Palette

Zoom in and out by using the Zoom tool while holding down the ALT key. You can also select a variety of zoom options under View in the Menu Bar. Look at the Pages Palette and you will see all the pages in your document. Double-click on the page you want to go to. The Pan tool will allow you to move around your document area.

Text Tool

Creating a Textbox

The Text tool allows you to create boxes for inputting text. Activate the Text tool and click and drag to create a box on the first page of your document. The blue box is called the Frame Edge and will not print unless the textbox is assigned a stroke. Use the Select tool to select the box so it is active or highlighted. Using the Select tool allows changes to be made to the box itself. So to erase the box, use the Select tool and hit the Delete key. To enlarge or shrink the box, click and drag one of the corners or sides of the box and resize it. But using the Selection tool allows for more specific manipulations as well. With the textbox selected the Control Bar at the top of the screen is as seen in figure 5-7.


The Reference Point identifies the point at which the selected item (in this case, a textbox) is located within the document based on the X and Y distances. In figure 5-7 the upper left-hand corner of the selected textbox is 1" over and 1" down from the edge of the sheet. Remember, the margins you see are only guidelines: you can still print beyond them so the X and Y distance relate to the edge of the sheet of the paper, not the margins.

The X and Y distances identify or determine the location of the selected item based on an identified reference point. You can enter in a specific location for items to be placed based on different reference points and X and Y locations.

W and H stand for width and height of the selected item. Keeping the link sign will adjust the width and height proportionately to the original size specifications. To unlink them, so that the width and height of the box can be manipulated or given different sizes, click on the link symbol and you will see a broken link appear. Set the reference point to the upper left corner as X = 1, Y = 1, W = 6.5, and H = 9 as seen in figure 5-7.

Similarly, the X% scale factor and Y% scale factor will enlarge or shrink the box by percentage based on the original size. A 100% will keep the box the same size, a smaller number will shrink the box, and a larger number will enlarge it. Linking will keep them proportionate, or you can unlink the percentages by clicking on the link symbol.

Rotation and shear angle will allow the box to be rotated or skewed.

Stroke refers to putting a border around the textbox, which will be covered later.

Columns allows you to create columns of text within the textbox.

Selecting Fit Frame to Content adjusts the frame edges of the box to surround any text in the box.

The Flyout menu lists some options for rotating and flipping the selected item.


Stroke refers to putting a border on a selected box, either a textbox or picture box. Select the Stroke tool in the toolbar so it sits in front of the Fill tool. With the textbox still selected, go to the Stroke Size drop-down menu in the Control Bar and select 3 pt. You can also select a Stroke Style in the drop-down menu. To give it a different color, open the color tab in the Floating Palette to the right of the workspace and from the Flyout menu select the RGB color mode as seen in figure 5-8.

At this point you can enter in the RGB color numbers for a specific color or slide the bars on the color sliders until you find a color you like. This example will use R = 221, G = 71, B = 44 for creating a red color. Once a color has been found, go back to the Flyout menu of the color tab and select Add to Swatches. When you click on the swatches tab, you should see your color listed there.

Use the upper left corner of the Reference Point and change the X and Y location to 0.75. Also change the width to 7 and the height to 9.5. This will set the large red frame just outside the margins of the paper but still within printing range.



With the textbox selected go to Object--Content and select Unassigned from the Menu Bar. If you try to add a new textbox on top of the existing one, it will try to add type to the existing box instead of allowing you to create a new textbox. Now use the Type tool to create another textbox on top of the previous one, select it, and type in a Width = 6.5 and Height = 3. Set the reference point to the upper left corner of the box and set the X = 1 and Y = 1.

Select the Fill tool in the toolbar so it sits in front of the Stroke tool. To give it a different color, open the color tab in the Floating Palette to the right of the workspace, and from the Flyout menu, select the RGB color mode, as we did with the Stroke. At this point you can enter in the RGB color numbers for a specific color or slide the bars on the color sliders until you find a color you like. This example will use R = 237, G = 138, B = 83. As you adjust the RGB color you should see the textbox fill with that color. Add it to the Swatches by going to the Flyout menu and select Add to Swatches.

Adding Text

Select the Text tool again and pick inside the filled textbox. A cursor will appear in the upper left corner of the textbox. At the top you will notice that the Control Bar has changed.

On the far left of the Control Bar, select the A, which stands for the Character Control Bar (figure 5-9). This information deals primarily with how the text appears.


On the far left of the Control Bar, select for the Paragraph Control Bar (figure 5-10). This information deals primarily with how the entire paragraph appears.


Select A to access the Character Controls and set the Font Style to Magneto with a size of 72 and type Lembi Park. Highlight it and set the Tracking to -10 and the Vertical Scale to 125%. With the text style highlighted, click on the Fill tool in the toolbar and change the color of the text in the Swatches Tab to Paper. This will allow the text to print whatever color the paper is. To add a Stroke around the text, keep it highlighted and set the Stroke tool in front of the Fill tool, then select a color in the swatches or color palette. The text here has no Stroke.

Create another textbox near the bottom of the document and set your text style to Century Gothic with a text size of 48. Type in "A Graphic Catalog." Select the text and set the tracking to -30 and the Vertical Scale to 110%. Change the fill color of it to the redder color that was added to the swatches. Now use the Selection tool and select the box. Right-click on the box and select Fitting--Fit Frame to Content. Move the box to overlap Lembi Park and along the right-hand margin, as seen in figure 5-11.


Create another textbox near the bottom of the document and set the Width = 6.5, Height = 5.75 and fill it with the orange color. Set the X = 1 and the Y = 4.25 based on an upper left corner reference point. Set Text Style to Century Gothic and Bold, Text Size to 14, and Tracking to -50. Also select All CAPS or set your caps lock on. Using the Text tool, select inside the textbox and hit Enter to skip down a line, then type AUTOCAD--two spaces--period--two spaces--SKETCHUP--two spaces--period-two spaces--PHOTOSHOP RENDERING--two spaces--period--two spaces--PHOTOSHOP IMAGERY. Under the Paragraph Control, select the Center Justification. Leave the text black.

Viewing Your Work

The text frames and guidelines often interfere with getting an accurate view of your work. To see your page without those items, go to View, Grids and Guides and select Hide Guides or select the Control key and semicolon, which will remove the margins or any guidelines. You can also remove frame edges by going to View then Hide Frame Edges or select Control+H. To turn them back on select Control+; and Control+H again. Pressing the W key will hide grids, guides, and frame edges all at once. Figure 5-12 illustrates the document without frame edges or margin guides.



We will use the Line tool to create some decorative lines across the document. Select the Line tool and select a point on the left margin in the center of the gap between the two textboxes. Holding down the Shift key will make a straight line. Drag your line to the right margin and release the mouse. Set your Stroke Type to thin-thick-thin and a Stroke Size to 5 pt. Select the Stroke tool in the toolbar and select the red color from the swatches. Draw two more solid lines with a thickness of 4 and set the color to paper. Draw one above the gap near the bottom of the top textbox and the other line below the gap but above the text in the bottom textbox (figure 5-13).


Master Pages

Setting up Master Pages is like designing a background of items that occur on multiple pages within a document. When items like textboxes, lines, or picture boxes are created on a Master Page, they are called Master Objects. Once the Master Page is designed with Master Objects, it can be applied to specific pages within your document. Once it is applied to pages in the document, the objects of the Master Page are not easily manipulated but can be changed all at once from the Master Page in the Pages Palette. This allows for quick alterations in the layout but keeps your document consistent without having to update changes for every page individually. You can have multiple Master Page layouts for different chapters or for left- and right-handed pages.

The Master Page information is located in the Pages Palette (figure 5-14).


Creating a Master Page

Although you can design a Master Page in the Master Page section, the layout that we created on page 1 will actually be our Master Page for the document. Using the Selection tool, make a window around the entire page. Right-click inside the page and select Cut. In the Pages Palette, double-click on the sheets of paper to the right of where it says A-Master. Notice that a double-sided blank document will appear (figure 5-15). Right-click on the right-hand page and select Paste In Place. With the items still selected, hold down Alt to make a duplicate of the entire layout and hold down the Shift key to force it to move horizontally and slide the duplicate to the left-hand page. You can use the X and Y location of 0.75 and a reference point of the upper left-hand corner to place the entire layout accurately.


You can now work with Master Objects in the Master Pages, you can alter existing objects in the Master Pages, and you can create Master Objects in the Master Pages section. Create new Master Pages by clicking on the Flyout menu of the Pages Palette and select New Master Page. It will create a new set of double-sided pages in the Master Pages section of the Pages Palette, called B-Master. If you want many of the Master Objects from A-Master to appear on other Master Page setups, click on the Flyout menu of the Pages Palette and select Duplicate Master Spread A-Master.

To Apply Master Pages to different document pages, just click and drag the Master Page to the document page in the pages palette. To see how this works better, from the Master Pages, click and drag the None Page to document pages 2 and then to 3. Now double-click on page 1 in the Pages Palette. Scroll down and you will see that pages 2 and 3 are blank because they are following the None Master Page and pages 4 and 5 have the A-Master page applied to them. You can override any Master Page on a document page in the same way you overwrote the A-Master with the None Page. Go ahead and replace the A-Master on the document pages 2 and 3, then double-click on page 2.

Overriding Master Objects

You will notice that when you try to select any of the Master Objects on page 2 of the document, nothing gets selected. Override Master Objects to alter them on a page by going to the Flyout menu of the Pages Palette and selecting Override All Master Page Items. Now you can double-click on the textbox with the subheading AUTOCAD. SKETCHUP.PHOTOSHOP RENDERING.PHOTOSHOP IMAGERY. Highlight all of it except the word AUTOCAD. Make sure the Fill tool is in front of the Stroke tool in the toolbar. In Color Tab select a light grey color. In this example 20% black was used by entering 20 in the slider bar with T (for transparency) next to it. Click on the Flyout menu and add this to the swatches. The highlighted text should be grey.

Picture Boxes

Creating Picture Boxes

The Rectangle Frame tool allows you to create boxes for inputting pictures. Activate the Rectangle Frame tool and click and drag to create a box on the second page of your document in the middle section of the orange textbox. Similar to a textbox, the blue box is called the Frame Edge and will not print unless the rectangle frame box is assigned a stroke. The X through it distinguishes it from a textbox. Use the Select tool to select the box so it is activated or highlighted. Using the Select tool allows changes to be made to the box itself. So to erase the box, use the Select tool and hit the Delete key. To enlarge or shrink the box, click and drag on one of the corners or sides of the box and resize it. Using the Selection tool allows for more specific manipulations as well. With the rectangle frame box selected take a look at the Control Bar at the top of the screen as seen in figure 5-16.


The Control Bar for the Rectangle Frame tool is similar to the Control Bar for the Text tool. Applying a Stroke and Fill are the same as well. Using an upper left corner reference point set the X = 1, Y = 5, W = 6.5, and H = 4 in the Control Bar.

Placing Pictures

Before placing pictures in your document make sure that all the images you plan on using are resized and also saved as JPEG files. I usually resize images in Photoshop to whatever paper size I am using in InDesign. So if the image is originally 24" x 36" and I want to insert it in a document that is 8 1/2"x 11", then I will resize it to 8 1/2" wide with the resample image checked so that Photoshop knows to get rid of the excess pixels. This will help keep the overall document folder file size smaller while still giving you good-quality prints.

To place a picture in this box, go to File--Place or hit Control+D. This will open a browser for you to search your files and find the AutoCAD project that should also be saved as a .jpeg. Hit Open. You will notice that the image is larger than the box. Right-click inside the image area and select Fitting, Fit Content Proportionately. This will shrink the image so that it fits proportionately within the size of the box that has been created (figure 5-17). You will see that it will not fit perfectly because the proportions of the image and box are different.


Direct Select

Use the Direct Select tool in the toolbar and select the image. The Direct Select tool is different from the Select tool in that it selects the image inside the box to be manipulated. So if you want to delete the image and not the box, use the Direct Select tool, select the image, and hit Delete. Also notice the Control Bar at the top of the screen with the Direct Select tool. It is the same as the Select tool. Because the image was scaled down to fit inside the box we created, you will see that the horizontal and vertical scale factor percentage has been reduced. Right-click inside the image again and select Fitting, Center Content. You can also right-click and select Fitting, Fit Frame to Content. This forces the Rectangle Frame to run along the edge of the image, so if a Stroke is applied, it would run along the edge of the image, not the original box created for the image.

Now finish pages 3, 4, and 5, starting with overriding the Master Page Objects. In this example, the two larger textboxes were selected and the Fill was set to None. The white lines were changed to orange and the Lembi Park title was selected and given a Stroke of black (figure 5-18).


Links and Images

Finding images within your document, making changes to images, and getting information about images are done from the Links tab. Click on the Links tab and on an image in the document. The image filename will be highlighted in the Links tab. To find an image from the Links tab list, select the filename and then click on Go to Link at the bottom of the palette (figure 5-19).


The image will appear on the screen. Double-click on a filename in the Links list to find out more information about it. To alter an image that has already been inserted, click on the image and on the pencil at the bottom of the Links palette. This is the Edit Original option and will automatically open your .jpeg image in Photoshop. This is why we set our folder options earlier to open .jpegs with Adobe Photoshop. Once in Photoshop, you can make any changes and resave the image. It will automatically update the image in InDesign (figure 5-20), keeping all of the original settings that you used in the Control Bar.




Adobe InDesign does not automatically embed images into a document. This helps in reducing the file size. You can embed them from the Links tab by selecting the image and then selecting Embed File from the Flyout menu. If you do not embed them or package them, then you will get a ghost resolution of 72 dpi in place of your original high-quality image that did not print well. To harness all of the fonts and images that are in a document, go to File--Package--Continue. Continue until you get to a browse for a folder location. Select a folder location and name, then hit Package. This will save your document, any fonts you used, and your images all under one folder. That way, InDesign knows right where to find them. Remember that if you make any changes to images, choose the images from that folder or else InDesign might not recognize the link.



Master Pages--Setting up Master Pages is like designing a background of items that occur on multiple pages within a document.

Package--Adobe InDesign does not automatically embed images into a document. This helps in reducing file size. The Package command allows you harness all of the fonts, text and images that are in a document so they are under one folder.

author's notes

* Tools with a small black corner have hidden tools underneath them. To access them you will need to click and hold on the tool to show the hidden tools.

* As with many computer programs, there are a variety of ways to activate a command or manipulate an item. As you get more comfortable with InDesign you will find alternative ways to access commands or perform tasks. Use what works for you.

* If your images still come in grainy, go to View, Display Performance and set it to High Quality Display. This will give the most accurate view of how your image quality will print.

* For automatic page numbers, go to your Master Page and create a textbox in the location and with the font style and size you want. Go to Type--Insert Special Character--Automatic Page Number. This will appear as a capital A in your textbox, but in your document it will display the page numbers correctly.

* To move pages around, just click and drag them within the Pages Tab.

By Professors Ashley Calabria
COPYRIGHT 2009 Delmar Learning
No portion of this article can be reproduced without the express written permission from the copyright holder.
Copyright 2009 Gale, Cengage Learning. All rights reserved.

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Author:Calabria, Ashley
Publication:Computer Graphics for Landscape Architects, An Introduction
Article Type:Work overview
Geographic Code:1USA
Date:Jan 1, 2009
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Next Article:Chapter 6: program interchange and student project examples.

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