Adobe InDesign CS3 Bible

Preferences are settings that affect an entire document ‚ such as what measurement system you're using on rulers, what color the guides are, and whether substituted fonts are highlighted. In InDesign, you access these settings through the Preferences dialog box (choose InDesign ‚ Preferences on the Mac or Edit ‚ Preferences in Windows, or press z +K or Ctrl+K). They are stored in the InDesign Defaults files in your InDesign application folder.

InDesign has two methods for changing preferences: You can change preferences when no documents are open to create new settings for all future documents, or you can change preferences for the active document, which affects only that document. Your strategy for changing preferences depends on the way you work and the needs of specific documents. For example, if you generally prefer to work in points, you might change the default measurement system to points with no documents open. However, you might have a design such as an envelope that makes more sense in inches, so you can change the measurement system for that specific document.

The Preferences dialog box provides ten types of settings divided into panes: General, Text, Composition, Units & Increments, Grids, Guides, Dictionary, Spelling, Story Editor Display, and Display Performance. The steps for setting preferences stay the same, regardless of the changes you need to make.

New Feature ‚  

The Workgroup preferences pane no longer exists in InDesign CS. Its functions ‚ which involve managing documents in a workgroup environment ‚ are now part of the Open and Save dialog boxes. The new Updates pane is essentially the same as the old Online Settings pane; you use it to set how often InDesign automatically connects to Adobe's servers to get product updates. Finally, the Spelling and Story Editor Display preference panes are new.

When using the Preferences dialog box:

  1. Determine whether the change is for a specific document or for all future documents, then open or close documents accordingly . If no documents are open, the changes are stored in your preferences file and will be remembered for all new documents. If a document is open, the changes are in effect for that document only.

  2. Choose InDesign ‚ Preferences on the Mac or Edit ‚ Preferences in Windows, or press z +K or Ctrl+K, to open the General pane. Alternately, you can choose a specific command from the Preferences submenu of the File menu. For example, you might choose File ‚ Preferences ‚ Composition. (There are no shortcuts for these submenus.)

  3. To switch to a specific pane, choose an option from the list at the left of the dialog box, as shown in Figure 3-1.

    Figure 3-1: The General pane of the Preferences dialog box.

  4. Change any settings in any of the panes, and then click OK. The changes are saved with the active document or in the InDesign Defaults file.

    Note ‚  

    This section takes a comprehensive look at all the preferences in InDesign. Preferences that affect specific features are often discussed again in the relevant chapters. For example, Dictionary preferences are covered in the section on spell-checking in Chapter 15.

    Caution ‚  

    Unlike most actions you perform in InDesign, you cannot reverse changes to preferences using the Undo command (Edit ‚ Undo, or z +Z or Ctrl+Z). If you change your mind about a preference setting, open the Preferences dialog box and change the setting again.

General preferences

Options in the General pane (refer to Figure 3-1) affect the way several features in InDesign work.

Page Numbering area

In the Page Numbering area of the Preferences dialog box, the View pop-up menu controls how page numbers display in the fields such as the page-number field on the document window. (See Chapter 2 for information about the difference between section page numbers and absolute page numbers .) Here are the controls:

General Options area

InDesign has two options in the General Options section over tool display. The Tool Tips pop-up menu has three options: Normal, Fast, and None. None turns off tool tips, the labels that pop up when the mouse hovers over a pane's icons. Fast makes the labels appear faster, which is best for new users learning the interface. Normal is the default setting and is the best for experienced users, since it waits a bit before displaying the label so they don't pop up if you're just moving the mouse slowly.

The second option is the Tools Palette pop-up menu, which lets you set the Tools palette as single-column width or the default double-column width. This is a matter of personal preference.

Print Options area

By default, Overprint Black is checked so that any black text, strokes, or fills overprint. This usually results in clearer text and lines. (This option applies to the Black color in the Swatches pane, rather than say a black swatch that you create.) If you uncheck Overprint Black, all black text, strokes, and fills knock out of their backgrounds, which results in a lighter black and could cause some misregistration when printing. (See Chapters 8 and 29 for more details on creating colors and trapping colors, respectively.)

Font Downloading and Embedding area

The Always Subset Fonts with Glyph Counts Greater Than field is used for OpenType fonts that have many special characters , such as accented letters , symbols, and diacritical marks. To prevent output files from getting clogged up with very large font files, this option lets you set the maximum number of characters (glyphs) that can be downloaded from a font file into an output file. Any characters actually used are always downloaded; the reason you might want to download an entire font is so someone could edit the file as a PDF or EPS file and have access to all characters in the proper fonts for such editing.

New Feature ‚  

The Always Subset Fonts with Glyph Counts Greater Than field is new to InDesign CS.

Clipboard area

The Clipboard area controls how image and text formatting are handled when copying elements to the Clipboard (through Edit ‚ Copy, or z +C or Ctrl+C, and Edit ‚ Cut, or z +X or Ctrl+X). There are three options:

Reset All Warning Dialogs button

Use this button to turn on warning dialogs you may have turned off. Most warning dialog boxes have an option to turn off future warnings, and this resets them so they all display again.

Text preferences

Options in the Text pane of the Preferences dialog box, shown in Figure 3-2, affect how several character formats work, whether you use typographer's quotes, and how text displays on-screen.

Figure 3-2: The Text pane of the Preferences dialog box.

Character Settings area

The palette menu on the Character pane (Window ‚ Type & Tables ‚ Character, or z +T or Ctrl+T) lets you format highlighted characters as Superscript (reduced and raised above the baseline), Subscript (reduced and dropped below the baseline), or Small Caps (reduced versions of capital letters). Note that Superscript, Subscript, and Small Caps characters do not need to be reduced ‚ they can actually be enlarged instead. The controls in the Character Settings area govern precisely how these characters are placed and resized.

Type Options area

The first four of the five Type Options, which control different aspects of InDesign's character handling, are all checked by default.

Links area

The Create Links When Placing Text and Spreadsheet Files creates links to your source text files, so InDesign can alert you when those files change so you can reimport them if desired. (InDesign always does this for graphics files.) Check the box if you want InDesign to track such links.

New Feature ‚  

The Create Links check box is new to InDesign CS.

Input Method Options area

The Use Inline Input for Non-Latin Text check box enables input method editors (IMEs) from Microsoft, Apple, or other companies, if installed on your computer, for entering Asian language characters on a non-Asian operating system. It's meant for the occasional use of Chinese, Japanese, or Korean characters. If you publish regularly in these languages, you should use the appropriate Asian version of InDesign instead.

New Feature ‚  

The Use Inline Input for Non-Latin Text check box is new to InDesign CS.

Composition preferences

In general, preferences in the Composition pane, shown in Figure 3-3, affect entire paragraphs rather than individual characters.

Figure 3-3: The Composition pane of the Preferences dialog box.

Highlight area

The Highlight check boxes control whether InDesign calls attention to possible typesetting problems by drawing a highlighter pen effect behind the text.

Text Wrap area

As the label makes clear, the three options here affect how text wraps:

Units & Increments preferences

The measurement systems you use for positioning items and the way the arrows on the keyboard increase or decrease settings are controlled by settings in the Units & Increments pane shown in Figure 3-4.

Figure 3-4: The Units & Increments pane of the Preferences dialog box.

Ruler Units area

The Ruler Units area affects three things: the origin point (by page, by spread, or by the spine) and the measurement system displayed on the horizontal and vertical ruler on the document window and the default values in fields used for positioning objects.

The Origin pop-up menu determines the zero point (typically, the upper-left corner of the page) for object positions. If you choose Page, objects' positions are relative to each page's upper-left corner. If you choose Spread, objects' positions are relative to the current spread's upper-left corner. If you choose Spine, objects' positions are relative to the binding spine of each spread ‚ the very top and center of where the two pages meet.

With the Vertical and Horizontal pop-up menus , you can specify one measurement system for the horizontal ruler and measurements, and specify another measurement system for the vertical ruler and measurements. For example, you might use points for horizontal measurements so you can use the rulers to gauge tab and indent settings, while using inches for vertical measurements. For example, if you choose Inches for both the Horizontal and Vertical Ruler Units, not only will the rulers display inches, but the X, Y, W, and H fields on the Transform pane (Window ‚ Transform or F9) display values in inches as well.

Note ‚  

To display the document ruler, choose View ‚ Show Ruler, or press z +R or Ctrl+R.

Tip ‚  

The default horizontal and vertical measurement system is picas. If you aren't accustomed to working in picas, be sure to change the default Horizontal and Vertical Ruler Units when no documents are open. This ensures that all future documents use your preferred measurement system. (If you make the change with a document open, the change will only apply to the open document.)

To specify the measurement systems you want to use, choose an option from the Horizontal pop-up menu and from the Vertical pop-up menu. You have the following options:

Keyboard Increments area

The arrow keys on the keyboard let you move selected objects right, left, up, or down. You can also use the arrow keys and other keyboard shortcuts to change some text formatting. You can customize the way these shortcuts work, for example by specifying how far each click of an arrow key moves an item.

Note ‚  

These preferences are not used consistently to modify the arrow keys or keyboard shortcuts. Basically, the Cursor Key field works with all four arrow keys. The Size/Leading value works with the up and down arrow keys for leading, while the Kerning field works with the left and right arrows. Meanwhile, the Size/Leading value works with a regular keyboard shortcut, and the Baseline Shift field works only while clicking the arrow keys when the Baseline Shift field is highlighted on the Character pane.

The options are

Grids preferences

Grids preferences let you set up a baseline grid, commonly used to space text evenly across columns , and a document-wide grid, which you can use for positioning or drawing objects. If you're planning a structured design that will use a grid, you'll want to set it up before you start working in the document. It's likely that each design you create will have different grid settings based on its individual content, so you probably won't change Grids preferences with no documents open. The Grids pane is shown in Figure 3-5.

Figure 3-5: The Grids pane of the Preferences dialog box.

Note ‚  

By default, both the baseline grid and the document grid display on every spread behind all objects; the document grid displays on the pasteboard as well. Both grids cover the entire document and cannot be associated with a specific master page or layer. You can have grids display in front by unchecking the Grids in Back check box.

Baseline Grid area

You can specify the color of the baseline grid, where it starts, how far apart each grid line is, and when it displays. To display the baseline grid for a document, choose View ‚ Show Baseline Grid, or press Option+ z +' (apostrophe) or Ctrl+Alt+' (apostrophe). You have the following options:

Document Grid area

The document grid consists of intersecting horizontal and vertical gridlines, forming a pattern of small squares that you can use for object placement and for drawing symmetrical objects. You can customize the color and spacing of the grid lines. To display the document grid, choose View ‚ Show Document Grid, or press z +' (apostrophe) or Ctrl+' (apostrophe). You have the following options:

Guides & Pasteboard preferences

When you create a new document, you set up margins in the New Document dialog box (File ‚ New, or z +N or Ctrl+N). For more alignment options within a document, you can create guidelines by dragging them off the rulers or using the Layout ‚ Create Guides command. Settings in the Guides & Pasteboard pane, shown in Figure 3-6, controls the color and other attributes of the margins and guides.

Figure 3-6: The Guides & Pasteboard pane of the Preferences dialog box.

New Feature ‚  

This pane had been called simply Guides in previous versions of InDesign. InDesign CS also adds the new Pasteboard Options section, as well as more guides for which you can select the colors.

Color area

In the Color area, the Color pop-up menus for Margins, Columns, Bleed, Slug, and Pasteboard let you choose a color other than the defaults. If you want to make your own color, choose Custom to access the system color picker. The Margins color, Magenta by default, displays on all horizontal guides; the Columns color, Violet by default, displays on all vertical guides. To display guides in a document, choose View ‚ Show Guides, or press z +R or Ctrl+R.

Guide Options area

Although this is a new area in the InDesign CS Guides & Pasteboard dialog box, its options are the same as in the InDesign 2 Guides pane:

Pasteboard Options area

The new Pasteboard Options area has the new Minimum Vertical Offset field, where you specify the amount of pasteboard to display above and below your pages. The default is 6p0 (1 inch).

Dictionary preferences

The Dictionary pane, shown in Figure 3-7, sets options related to hyphenation and spelling dictionaries, as well as to quotation marks.

Figure 3-7: The Dictionary pane of the Preferences dialog box.

Cross-Reference ‚  

See Chapter 15 for more information about the default dictionaries that ship with InDesign.

Language area

The Language area begins with a pop-up menu that lets you choose a language for which you want to choose a different hyphenation or spelling dictionary:

The Language area also lets you set the quotation marks you want use. Different languages use different quotation marks, and InDesign adjusts the quotation marks automatically when you switch the language. However, there may be some cases where you might want to override the languages' default quotation-mark settings, which you can do in the Double Quotes and Single Quotes pop-up menus.

Note that changing the quotation-mark options for one language does not affect the settings for others. Each language can have independent settings for the quotation marks used.

Caution ‚  

After you change a language's quotation-mark settings, there's no way to reset them to the language defaults except to choose the proper options from the pop-up menus. That means you need to remember what the original, correct setting was.

Hyphenation Exceptions area

The Compose Using pop-up menu has three options that specify what to use for hyphenation exceptions, which are overrides to the language dictionary's hyphenation rules. For example, you may choose not to hyphenate a short word like preset that has a legitimate hyphenation ( pre-set ). And you may correct the hyphenation of specialized terms not in the language's dictionary.

The options here dictate how you manage those exceptions. By default, InDesign stores hyphenation exceptions in an outside file, so multiple users can standardize on the same exceptions list. But you can also store exceptions in a document, perhaps for unique needs. The Compose Using pop-up menu lets you select from Document, User Dictionary, and User Dictionary and Document options. Choose User Dictionary if you want to override any exceptions stored in the document ‚ perhaps they're wrong or the copy editors want to rely only on a standard exception list. Choose Document if you want to ignore exceptions stored in an outside file. Choose User Dictionary and Document if you want to use both.

User Dictionary area

This area has two options that are checked by default and should stay that way:

Spelling preferences

The Spelling pane, shown in Figure 3-8, lets you control what the InDesign spell checker examines when it checks spelling in a document. There's little reason not to check all four options ‚ Misspelled Words, Repeated Words, Uncapitalized Words, and Uncapitalized Sentences. Note that Uncapitalized Words checks for known proper nouns that aren't capitalized.

Figure 3-8: The Spelling pane of the Preferences dialog box.

Story Editor Display preferences

The Story Editor Display pane controls how the Story Editor displays text and the text cursor. Figure 3-9 shows the pane.

Figure 3-9: The Story Editor Display pane of the Preferences dialog box.

New Feature ‚  

The Story Editor Display pane is new to InDesign CS, as is the Story Editor, a mini word processor that Adobe has long had in its PageMaker product. Chapter 15 covers the Story Editor in detail.

Text Display Options area

The Text Display Options area determines how text displays in the Story Editor. All are meant to make it easy to edit text on-screen.

Two pop-up menus control the basic display: Text Color and Background. You'll rarely want to change either of these from the default of black for the text color and white for the background. (You might want to choose a light yellow or green as a background color to be a bit easier on the eye.) The Theme pop-up menu has four predefined text color/background combinations that will override any changes you make to the Text Color and Background pop-up menus. Of those four themes, you'll want to keep Ink on Paper, which is simply black text on a white background. The other three options provide hard-to-read displays modeled after the very first computer displays in the 1970s and early 1980s.

The next set of options let you customize the text itself in the Story Editor. The Display Font pop-up menu lets you choose a font that is easy to read ‚ you can use any active font available on your computer ‚ as well as a point size (the default of 12 points is usually quite readable, but you may want to enlarge or reduce that in specific cases). The Line Spacing pop-up menu lets you change the default of single- spaced presentation to 150%, Doublespace, and Triplespace. You may prefer 150% or Doublespace if you have a wide Story Editor window to help make reading the text easier. Finally, the Enable Anti-Aliasing check box lets you smooth on-screen font display, which can make text hard to read for some fonts, especially at small sizes, or make it easier to read for some fonts, especially at medium and large sizes.

Cursor Options area

InDesign gives you a choice of the text cursor that displays in the Story Editor. In the Cursor Options area, choose whichever looks best on-screen and is easy to find without obscuring the text under it. That will vary based on the font and point size chosen . If you want the text cursor to blink ‚ that helps some people find it more easily ‚ be sure to check the Blink check box.

Display Performance preferences

The Display Performance pane, shown in Figure 3-10, controls how images and text display on-screen.

Figure 3-10: The Display Performance pane of the Preferences dialog box.

Default View Settings area

In the pop-up menu in the Default View Settings area, you can choose from three view settings: Typical, Optimized, and High Quality. These affect only what is displayed on-screen, not what is printed. The three options correspond to how you set the options in the Adjust View Settings area of this pane.

The Preserve Object-Level Display Settings check box overrides any view settings for specific images (which you set by choosing Object ‚ Display Performance for a selected picture).

Adjust View Settings area

Use the sliders in the Adjust View Settings area to determine what Typical, Optimized, and High Quality should mean in your copy of InDesign. First, check the button for the quality level you want to set, then move the sliders for each of the three graphical aspects (Raster Images, Vector Images, and Transparency). Each slider bar has tick marks to show the available options. You have to move the slider all the way to a tick mark; you cannot choose a setting in between tick marks.

For raster (bitmap) images and vector images, you have three options: Gray Out, Proxy, and High Resolution. Proxy means a low-resolution version (72 dpi). For transparency, there are three quality levels available ‚ Low, Medium, and High ‚ as well as Off, which doesn't display objects behind transparent portions of an image.

The Adjust View Settings area also has two controls for text:

Saved Files preferences

The Saved Files pane, shown in Figure 3-11, controls how recovery files and document previews are handled.

Figure 3-11: The Saved Files pane of the Preferences dialog box.

Document Recovery Data area

In this area, InDesign lets you specify the folder that contains autorecovery files, which lets you recover most or all of your work in case of a program or system crash. Click the Choose button to choose an alternate directory. There's really no reason to change the default, which places the recovery folder inside the current user's Documents folder (Mac) or My Documents folder (Windows).

Saving InDesign Files

The Save Document Preview Image check box, if checked, makes InDesign save a thumbnail view of the document's first page. That preview appears in the Open dialog box instead of the InDesign logo, when you select a file. It's handy when you've got a ton of files in a folder and can't remember which is which.

New Feature ‚  

The Saved File pane is new to InDesign CS, though the autorecovery option existed in InDesign 2's General pane. The document preview, though, is completely new in InDesign CS.

Updates preferences

The Updates pane, shown in Figure 3-12, lets you set how often InDesign connects to Adobe's servers over your Internet connection to download and install product updates. The Check for Updates pop-up menu's options are Never, Weekly, and Monthly.

Figure 3-12: The Updates pane of the Preferences dialog box.

The pane also has a button that displays Adobe's privacy policy (all the ways Adobe and its partner companies can use your customer registration information).

New Feature ‚  

The Updates pane is new to InDesign CS, replacing the previous version's Online Settings pane.

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