8. indesign manual-original

Manual /Booklet Orientation for Adobe

InDesign CS5CC

Last Updated: 8/19/15 by Kelly

Before class begins: Prepare the orientation book. Ask the instructor whether he or she prefers Headers or

Footers. Ask instructor whether he or she prefers Booklet or Manual

style. Ask instructor whether he or she wants you to include a tutorial

for the Table of Contents and/or Index.When class starts:

Go to Start > Computer > Scratch (P:). Search for the "Orientation Files" folder in the Scratch drive. Find the JPG file titled "7. indesign manual diagram.jpg".

Project 7. indesign manual diagram.jpg onto the SMART board.

Explain the manual diagram to students. Inform students that this orientation will create a template for

future booklets/manuals. Ask students to open Adobe InDesign CC.

o Go to Start > Programs > Adobe InDesign CCOR

o Double click on the Adobe InDesign CC icon in your taskbar.

1. Changing Units & Increments1. Go to Edit > Preferences > Units &

Increments.A "Preferences" dialog box should appear.

2. Change the Horizontal Ruler Units to Inches.

3. Change the Vertical Ruler Units to Inches.

1


InDesign CC


4. Click OK.The "Preferences" dialog box should close.

2. Creating a New Manual (Manual style)If the instructor wants you to create a template for booklet style, skip this section and go to the next section titled: "Creating a New Document (Booklet style)."

1. Go to File > New Document.A "New Document" dialog box will appear.

2. Change the Number of Pages to 19.3. Make sure that the Page Size is set to

Letter.4. Click the chain icon toward the bottom of dialog box to unlink the

margins.The chain should "break" after you click on it.

5. Change the Top margin to 0.5 inches.If the instructor wants footers instead of headers, leave the Top margin at 1 inch and change the Bottom margin to 0.5 inches instead.

6. Click OK.The "New Document" dialog box will close.

2. Creating a New Booklet (Booklet style)If the instructor wants you to create a template for manual style AND you have already completed the steps in the previous section, titled "Creating a New Document (Manual style)," then you can go to the next section titled "Creating Master Page A: Cover Page."

1. Go to File > New > Document.A "New Document" dialog box will appear.

2. Change the Number of Pages to 19.3. Change the Page Size to Legal-Half.

2


InDesign CC


4. Change the Page Orientation to Portrait.5. Change all Margins to .25 inches.6. Click OK.

The "New Document" dialog box will close.

3


InDesign CC


3. Creating Master Page A: Cover PageExplain to students the difference between regular pages and master pages. Master pages allow you to create a template and assign that template to regular pages. Elements featured on master pages are locked and cannot be edited, moved, or deleted from a regular page. When you assign a master page to a regular page, anything on the master page will appear on the regular page. Students should only put static content on master pages. Students should put dynamic content on regular pages.

1. Click on the Pages panel on the right of the screen.

2. Right click on one of the mirrored A-Master pages.3. Select "Delete Master Page."4. Click OK when the error message appears.5. Right-click on the page titled A-Master.6. Select Master Options for "A-Master"….

A "Master Options" dialog box will appear.7. Change the Name to “Cover”.8. Click OK.

The "Master Options" dialog box will close.

4. Creating Master Page B: Table of Contents1. Open the Pages panel on the right side of the screen.2. Click on the Panel Box Menu in the top right corner of the

Pages panel. 3. Click New Master.

A "New Master" dialog box will appear.4. Change the Name to “Table of Contents”.5. Change Number of Pages to 1.6. Click OK.

The "New Master" dialog box will close.

4

TCL219, 08/03/15,


InDesign CC


5. Inserting Page Numbers and Headers: Master Page B (Table of Contents)1. Select the Text tool from the toolbar on the left of the screen.

2. Click and drag from the upper-right margin to create a small text box that is 0.5 inches by 0.5 inches.

The text box should be inside the margins. You will insert your page numbers into this text box.

3. Go to Type > Insert Special Character > Markers > Current Page Number. The letter B should appear in the text box. The letter will be left aligned.

4. Highlight the "B" in your page-number text box.5. Click the right-align button in the control panel at the top of

the screen.6. Draw another text box that covers the rest of the width of the

top and has the same height as the page number text box.This text box should be inside the margins. This text box will

be your header.Manual measurements: 8 inches X 0.5 inches for manual

style.Booklet measurements: 6 inches X 0.5 inches for booklet

style.7. Type "Table of Contents" into the longest textbox.

5


InDesign CC


6. Creating a New Paragraph Style: Header1. Open the Paragraph Styles panel on the right-hand side of

the screen.2. Click the Panel Menu Box in the upper-right corner of

the Paragraph Styles panel.3. Click New Paragraph Style.

A "New Paragraph Style" dialog box will open.4. Change the Style Name of the style to “Header”. 5. Change Based On: to [No Paragraph Style].6. Change Next Style: to [No Paragraph Style].7. Click Reset to Base.8. Select Basic Character Formats in the menu on the left of

the dialog box.9. Change the Font to Arial.10. Change the Font Size to 12 pt.11. Click OK.

The "New Paragraph Style" dialog box will close.

7. Applying the "Header" Paragraph Style1. Click in the text box that cover the width of the top of the

page.This text box is your header.

2. Highlight "Table of Contents".3. Open the Paragraph Styles panel on the right of the screen.4. Click the "Header" paragraph style.

InDesign will apply the Header style to "Table of Contents".

8. Creating Master Page C: Introduction1. Open the Pages panel on the

right side of the screen.2. Right click on B-Table of

Contents.3. Select Duplicate Master

Spread “B-Table of Contents”.

6

When you duplicate a spread in InDesign, everything is copied from the original to the duplicate. If you duplicate a page or spread, then you have to reset the page count each time. To reset the page count:1. Highlight the letter or


InDesign CC


4. Right-click on C-Master.5. Select Master Options for C Master.

A "Master Options" dialog box will open.6. Change the Name to “Introduction”.7. Click OK.

The "Master Options" dialog box will close.8. Highlight Table of Contents in the header text box.9. Replace Table of Contents with Introduction in the header

text box.

9. Creating Master Page D: Fly Pages1. Open the Pages panel on the right side of the screen.2. Click the Panel Box Menu. 3. Select New Master.

A "New Master" dialog box will open.4. Change the Name to “Fly Page”. 5. Change the Number of Pages to 1.6. Click OK.

The "New Master" dialog box will close.This master page should remain blank. Fly pages do not have headers or page numbers on them.

10. Creating Master Page E: Odd Pages for Chapter OneEach new chapter will have different headers than the other chapters. Each new chapter has different odd pages because the title of the chapter goes in the upper-left corner of each odd page. For example, if a student's manual goes to Chapter 3, then they will need to create another master page for the odd pages in Chapter 3.

1. Open the Pages panel on the right side of the screen.2. Right click on "C-Introduction".3. Select Duplicate Master Spread “C-Introduction.”4. Right-click on E-Master.5. Select Master Options for E Master.

7


InDesign CC


A "Master Options" dialog box will open.6. Change the Name to “Chapter 1 Odd.”7. Click OK.

The "Master Options" dialog box will close.8. Highlight Introduction in the header text box.9. Replace Introduction with “Chapter 1” in the header text box.

Explain to students that they will need to change Chapter 1 to whatever the title of their Chapter 1 is. For example, if students are writing a manual on how to wash a dog, then they will need to change "Chapter 1" to "Shampooing Your Pup".

11. Creating Master Page F: Even PagesThe title of the manual should go in the right corner of the header/footer on even pages – this will stay the same throughout every even page in the manual. The page number should go in the left corner of the header/footer – this will de different on every even page.

1. Open the Pages panel on the right side of the screen.2. Right click on "E-Chapter 1 Odd". 3. Select Duplicate Master Spread “E-Chapter 1 Odd.”4. Right-click on F-Master. 5. Select Master Options for F Master.

A "Master Options" dialog box will open.6. Change the Name to “Even”.7. Click OK.

The "Master Options" dialog box will close.

12. Establishing Even Page Headers1. Click on master page F-Even if you do not already have it

selected.2. Click on the Selection tool in the toolbar on the left of the

screen.

8


InDesign CC


The Selection tool is the single, black arrow at the top of the toolbar.

3. Click and drag the page-number text box into the upper-left corner.The text box should remain inside the margins.

4. Click and drag the header text box into the upper-right corner.The text box should remain inside the margins.

5. Highlight the current page number.6. Go to Type > Insert Special Characters > Markers >

Current Page Number if the page letter does not automatically change. The letter F should now appear in the left corner.

7. Click the left-align button in the control panel at the top of the screen.

8. Click into the Header text box.9. Replace Chapter 1 with “Title of Manual”.

Explain to students that they will need to change "Title of Manual" to the actual title of their manual. For example, if students are writing a manual on how to wash a dog, then students will need to replace "Title of Manual" with "How to Wash a Dog".

10. Highlight "Title of Manual".11. Click the right-align button in the control panel at the top

of the screen.

13. Creating Master Page G: Odd Pages for Chapter 21. Open the Pages panel on the right of the screen.

9


InDesign CC


2. Right click on "E-Chapter 1 Odd". 3. Select Duplicate Master Spread “E-Chapter 1 Odd”.4. Right-click on G-Master.5. Select "Master Options for G Master".

A "Master Options" dialog box will open.6. Change the Name to “Chapter 2 Odd”.7. Click OK.

The "Master Options" dialog box will close.8. Highlight “Chapter 1” in the header text box.9. Replace Chapter 1 with “Chapter 2”.

14. Assigning Master Pages to Pages1. Open the Pages panel on the right side of the screen.2. Click and drag A-Cover to the first page to assign A-Cover to

page 1.3. Click and drag the master page [None] to page 2.

This page will be the back of the Cover page. NO CONTENT should go on this page.

4. Click and drag master page B-Table of Contents to page 3.5. Click and drag the master page [None] to page 4.

This page will be the back of the Table of Contents page. NO CONTENT should go on this page.

6. Click and drag master page C-Introduction to page 5.7. Click and drag the master page [None] to page 6.

This page will be the back of the Introduction page. NO CONTENT should go on this page.

8. Click and drag master page D-Fly Page to page 7.9. Click and drag the master page [None] to page 8.

This page will be the back of the Chapter 1 Fly Page. NO CONTENT should go on this page.

10. Click and drag master page E-Chapter 1 Odd to page 9.This will be the first page of Chapter 1.

11. Click and drag master page F-Even to page 10.12. Click and drag master page E-Chapter 1 Odd to page 11.

10


InDesign CC


13. Click and drag master page F-Even to page 12.This will be the end of Chapter 1. If students need more pages for a chapter, they can add pages by clicking on the New Page icon at the bottom of the Pages panel.

14. Click and drag master D-Fly Page to page 13 to start a new chapter section.

15. Click and drag the master page [None] to page 14.This page will be the back of the Chapter 2 Fly Page. NO

CONTENT should go on this page.16. Click and drag master page G-Chapter 2 Odd to page

15.This will be the first page of Chapter 2.

17. Click and drag master page F-Even to page 16. 18. Click and drag master page G-Chapter 2 Odd to page

17.19. Do not assign a master page to page 18 nor page 19. The

Index will go on page 19 and does not require a master page.

15. Defining Pages Numbers: Front Matter1. Open the Pages panel on the right side of the screen.2. Click on page 1 in the Pages panel.3. Go to Layout > Numbering and Section Options.

A "Numbering & Section Options" dialog box will open.

4. Select Start Section Numbering at Page 1.

5. Change the Page Numbering Style from Arabic numerals to

lowercase roman numerals.6. Click OK.

11


InDesign CC


The "Numbering & Section Options" dialog box will close. Page 1 should change to Roman numeral i in the Pages panel.

16. Defining Page Numbers: Body Matter1. Open the Pages panel on the right side of the screen.2. Click on page 7 (vii) in the Pages panel.3. Go to Layout > Numbering and Section Options.

A "Numbering & Section Options" dialog box will open.4. Select Start Section Numbering at Page 1.

5. Change the Page Numbering Style from lowercase Roman

numerals to single Arabic numerals.6. Click OK.

The "Numbering & Section Options" dialog box will close.All of the pages after page 7 should have Arabic numerals underneath them in the Pages panel. Pages 1 through 6 should have lowercase Roman numerals underneath them in the Pages panel.

17. Exporting the Document as an Adobe PDF filePrinting directly from InDesign does not work. Tell students to always export their .INDD file to a .PDF file before trying to print. Tell students to keep an .INDD file copy, so they can continue working or edit their document later.

1. Go to File > Export….An "Export" dialog box will open.

2. Change the File Name: to the title of the manual.3. Make sure that Save As Type: is set to Adobe PDF (Print)

(.*pdf).4. Click Save.

12


InDesign CC


An "Export Adobe PDF" dialog box will replace the "Export" dialog box.

5. Click Export.The "Export Adobe PDF" dialog box will close. The PDF version of the document should open shortly after.

18. Printing the PDF Manual (Manual style)If the instructor wants booklet style, then you can go to the next section titled "Printing the PDF Version (Booklet style)."

1. Open the PDF version of the manual if it is not open already.2. Go to File > Print.

A "Print" dialog box will open.3. Select the printer you want to print from.4. Check the box beside Print on both sides of paper.5. Make sure that the document will flip on the long edge.6. Click Print.

The "Print" dialog box will close.

18. Printing the PDF Booklet (Booklet style)If the instructor wants a manual style document AND you have already completed the previous section, titled "Printing the PDF Version (Manual Style), then then you can go to the next section titled "Generating a Table of Contents." If the instructor does not want to include a Table of Contents or Index, then this is the end of the orientation.

1. Open the PDF version of the manual if it is not already open.2. Go to File > Print.

A “Print” dialog box will open.3. Select the appropriate printer from the Printer: dropdown

menu.4. Click the box next to Print on both sides of paper.5. Change the print orientation to Flip on the short edge.6. Click Booklet under Page Sizing & Handling.

13


InDesign CC


The Preview Pane on the right of the dialog box should

change to look like something like this:7. Click Print.

The “Print” dialog box will close.

19. Generating a Table of Contents1. Select the Type tool from the toolbar on the left of the screen.2. Draw a text box in the upper-left corner of each Fly Page in

your document (not the master Fly Page).3. Type Chapter Title into the textbox on the Fly Pages.

Explain to students that they will need to change Chapter Title to the actual title of the chapter in their manual. For example, if students are writing a manual on how to wash a dog, then they will need to change Chapter Title to "Shampooing your Pup" for chapter 1 and "Rinsing the Shampoo" for chapter 2.

4. Open the Paragraph Style panel on the right of the screen.5. Click on the Panel Box Menu in the upper-left corner of the

Paragraph Styles panel. 6. Select New Paragraph Style…

A "New Paragraph Style" dialog box will open.7. Change the Name to Chapter Heading.8. Click Basic Character Formats in the menu options on the

left of the dialog box.

14

Proceed to the following sections if the instructor wants a Table of Contents or Index included in the manual or booklet. If the instructor wants neither a Table of Contents nor


InDesign CC


9. Change the Font to Arial.10. Change the Style to Regular.11. Change the Font Size to 18 pt.12. Click OK.

The "New Paragraph Style" dialog box will close.13. On each fly page, apply the Chapter Heading paragraph

style to the Chapter Title text you wrote in step 1.

20. Making a Paragraph for the Table of Contents1. Make sure that you are on page iii.2. Select the Text tool.3. Click and drag from the bottom-left of the header to the

bottom-right margin.The textbox should remain inside the margins but cover the entire page.

4. Open the Paragraph Style panel on the right of the screen.5. Click on the Panel Box Menu in the upper-left corner of the

Paragraph Styles panel. 6. Select New Paragraph Style…

A "New Paragraph Style" dialog box will open.7. Change the Name to Table of Contents.8. Click Basic Character Formats in the menu options on the

left of the dialog box.9. Choose what font family and font size you want for the body of

your Table of Contents.10. Click on

Tabs in the menu on the left of the dialog box.11.

click on left –tab stop.12. Click

and drag the bottom triangle to 6 inches.13. Click

and drag the top triangle to 1 inch.14.

click on right-tab stop.

15


InDesign CC


15.ruler before your bottom triangle (5.7 in).

16.a single period (.) in the Leader field.

17.The "New Paragraph Style" dialog box will close.

21. Generating a Table of Contents1. Go to Layout > Table of Contents... 2. Label the table of contents in the Title field. 3. Choose the TOC Title in the Style.4. Highlight Chapter Heading in Other

Styles. 5. Click on «Add. 6. Choose TOC Body Text in Entry Style. 7. Click OK.

Your cursor should be loaded with text.

22. Applying Paragraph Styles: Table of Contents1. Open the Pages panel on the right of the screen if it is not

already open.2. Scroll to your Table of Contents page (ii).3. Click in the body of the Table of Contents. 4. Highlight the Table of Contents body text. 5. Open the Paragraph Styles panel on the right of the screen.6. Click the Table of Contents paragraph

style.InDesign will apply the style to the Table of Contents.

23. Adding an IndexTo insert your index (or at least bring it into view so you can work with it):

1. Go to Window > Type & Tables > Index2. Drag and drop the Index panel box into the workspace on the

right side of the screen.

16

Note: If you make changes to the document, you will need to click on the Table


InDesign CC


3. Open the Pages panel.4. Double click on the C-Introduction master page. 5. Select the Text tool.6. Draw a text box anywhere on the page.7. Go to Type > Fill With Placeholder Text.8. Highlight a word that you want to use in your Index.9. Open the Index panel box menu.

10. Select New Page Reference… from the dropdown menu.11. Click on Add All.12. Click Done.

24. Creating a Master Page: Index1. Open the Pages Panel in the workspace on the right of the

screen if it is not open already.2. Right-click on master page G-Chapter 2 Odd. 3. Select Duplicate Master Spread “G-Chapter 2 Odd.”4. Right-click on the new Master page.5. Select Master Options… 6. Change the Name to Index. 7. Replace all instances of Chapter 2 with Index.8. Apply the Index Master Page to the last odd page.

17


InDesign CC


9. Click on the Generate Index button at the bottom of the Index

panel box. 10. Click OK.

Your cursor should be loaded with your Index.11. Click on your index page to place the index.

18

End of orientation

8. indesign manual-original

Documents