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USING INDESIGN
Combining text and objects
Last updated 11/16/2011
Define caption variables
Caption variables are updated automatically when a text frame containing a caption variable is moved next to an
image. By default, the Name metadata is used for the variable type when you choose Type > Text Variables > Insert
Variable > Image Name. You can edit the Image Name variable, or you can create new variables that specify image
metadata.
1 Choose Type > Text Variables > Define.
2 Choose New to create a variable or Edit to edit an existing variable.
3 For Type, select Metadata Caption.
4 Choose an option from the Metadata menu.
5 Specify text that appears before or after the metadata, and then choose OK.
- INDESIGN 1
- CS5 & CS5.5 1
- Legal notices 2
- Contents 3
- Chapter 1: What’s new 7
- Object Export options 8
- Map styles to export tags 8
- Improved EPUB and HTML export 10
- Usability and productivity 11
- Better PDF tag support 12
- What’s new (CS5) 13
- Cross media design 17
- Collaboration 18
- Chapter 2: Workspace 22
- Default Illustrator workspace 23
- Manage windows and panels 24
- Dock and undock panels 25
- Move panels 26
- Add and remove panels 26
- Manipulate panel groups 27
- Stack floating panels 27
- Resize panels 27
- Save and switch workspaces 28
- Display or switch workspaces 29
- Delete a custom workspace 29
- Restore the default workspace 29
- About the Navigator panel 32
- Use context menus 32
- Change Interface preferences 32
- Customize menus 33
- 1 Choose Edit > Menus 34
- View shortcuts 35
- Create a new shortcut set 35
- Create or redefine a shortcut 35
- 7 Do one of the following: 36
- Toolbox overview 37
- Tools overview 38
- 1 Click the Hand tool 42
- Turn pages 43
- Work with additional windows 43
- Greek type 44
- Setting preferences 46
- 1 Restart your computer 48
- 2 Start InDesign 48
- Document window overview 51
- Create custom page sizes 52
- Define document presets 52
- Change document setup 54
- Create unequal column widths 54
- Rulers and measurement units 55
- Show or hide rulers 56
- 8 Click OK 57
- Measure objects 58
- Info panel overview 59
- Use grids 60
- Set up a document grid 61
- Work with ruler guides 64
- Lock or unlock ruler guides 66
- Use smart guides 67
- Pages and spreads 68
- Add new pages to a document 69
- Move pages by dragging 70
- Duplicate a page or spread 71
- Control spread pagination 72
- Rotate the spread view 73
- Use multiple page sizes 75
- Master pages 76
- Create masters 77
- Base one master on another 78
- Apply master pages 79
- Copy masters 80
- Override a master item 82
- Detach a master item 82
- Reapply master items 82
- Hide master items 83
- About layers 84
- Create layers 84
- Specify layer options 85
- Assign a layer color 85
- Add objects to layers 86
- Duplicate a layer 88
- Change the order of layers 88
- Set a layer as nonprinting 89
- Lock or unlock layers 89
- Delete layers 89
- Add basic page numbering 94
- Common page numbering tasks 95
- Define section numbering 97
- Document numbering options 98
- Create headers and footers 99
- More Help topics 100
- Text variables 101
- Create or edit text variables 102
- Variable types 102
- Last updated 11/16/2011 103
- Insert text variables 104
- Delete text variables 105
- Open InDesign documents 107
- Use the Open command 108
- Open recent document 108
- Use document templates 110
- Reviewing InDesign documents 110
- 1 Do one of the following: 112
- Work with metadata 113
- Edit metadata in image files 116
- Convert PageMaker documents 117
- USING INDESIGN 119
- 2 Choose File > Export 120
- Export to JPEG format 121
- XHTML export options 123
- Export to HTML 125
- Export content for EPUB (CS5) 127
- EPUB resources 128
- EPUB Images options 131
- EPUB Contents options 132
- Export content to Buzzword 133
- Chapter 5: Text 134
- Change text frame properties 137
- First baseline offset options 138
- 2 Begin typing 140
- Paste text 141
- Drag and drop text 142
- Place (import) text 142
- About import filters 144
- Text-file import options 145
- Tagged-text import options 146
- Import Buzzword documents 147
- Add a new frame to the thread 149
- Unthread text frames 150
- Cut a frame from a thread 150
- Delete a frame from a thread 151
- Flow text manually 151
- 2 Select Smart Text Reflow 152
- 3 Do one of the following: 153
- Linked stories (CS5.5) 154
- Create a linked story 155
- Specify linked story options 155
- Update a linked story 155
- Editing text 156
- List of hidden characters 157
- Open the Story Editor 161
- Return to the layout window 161
- Story Editor preferences 161
- Use conditional text 162
- 4 Click OK 164
- Apply conditions to text 165
- Show or hide conditions 165
- Use condition sets 165
- 5 Do any of the following: 166
- Find/Change 167
- Find and change text 168
- Common Find/Change techniques 170
- Search using GREP expressions 171
- GREP search examples 172
- Metacharacters for searching 175
- Find and change objects 179
- Find and change glyphs 180
- Find and change fonts 180
- Search using queries 181
- Glyphs and special characters 182
- Open the Glyphs panel 183
- Change the Glyphs panel view 183
- Filter the glyphs that appear 183
- Insert special characters 184
- Insert a recently used glyph 184
- Clear recently used glyphs 184
- • Select a glyph on the menu 185
- Create a custom glyph set 186
- View a custom glyph set 186
- Edit custom glyph sets 186
- Use quotation marks 187
- Insert white space characters 188
- Check spelling 189
- Use dynamic spelling 190
- Add words to dictionaries 193
- Export a word list 194
- Import a word list 194
- Change dictionary preferences 194
- 9 Click OK 195
- Footnote layout options 197
- Work with footnote text 198
- Delete footnotes 198
- Track changes 199
- Accept and reject changes 200
- Set Track Changes preferences 201
- 1 Do any of the following: 202
- Edit Notes preferences 203
- Chapter 6: Styles 204
- Styles panel overview 205
- Define style-tag mapping 207
- Edit all export tags 207
- Apply styles 208
- 2 Do one of the following: 209
- Drop caps and nested styles 212
- Create nested styles 213
- Create nested line styles 215
- Loop through nested styles 215
- 4 Do either of the following: 216
- 5 Click OK 216
- Stan Macoo - 9 & 11pm 216
- End a nested style 217
- 2 Click New GREP Style 218
- Object style categories 220
- Rename an object style 222
- Edit object styles 222
- Delete an object style 222
- Redefine an object style 223
- Import object styles 223
- Working with styles 224
- Move and reorder styles 225
- Anchored objects 226
- Custom position options 229
- 10 Click OK 233
- Wrapping text around objects 234
- Create an inverted text wrap 237
- Creating type on a path 240
- Edit or delete type on a path 241
- Slide type along a path 242
- Flip type on a path 242
- Type on a path effects 243
- Captions 244
- Specify caption setup options 245
- Define caption variables 246
- 1 Select the Type tool 247
- 4 Specify formatting options 247
- Use Quick Apply 249
- 2 Do any of the following: 251
- 1 Select text 252
- OpenType font attributes 253
- Change leading 256
- Kerning and tracking 257
- Apply kerning to text 258
- Formatting characters 259
- 10 th 1/2 10 259
- Scale type 264
- Formatting paragraphs 266
- Use drop caps 267
- Remove a paragraph rule 269
- Create hanging punctuation 270
- Create balanced headline text 272
- 5 Click OK 275
- 2 Choose Type > Tabs 275
- Set tabs 276
- Repeat tabs 277
- Add tab leaders 278
- Insert right indent tabs 278
- Set indents 278
- Reset indents 279
- 2 Select the paragraphs 280
- Bullets and numbering 281
- Typography 283
- Change bullet characters 284
- Change numbered list options 285
- Defining lists 285
- 4 Click OK twice 286
- Edit a defined list 287
- Delete a defined list 287
- Create multi-level lists 288
- Hyphenate text 292
- Prevent unwanted word breaks 293
- Change Justification settings 294
- Chapter 9: Tables 296
- Embed a table within a table 297
- Remove header or footer rows 299
- Insert rows and columns 301
- Move or copy a table 303
- Convert tables to text 303
- Combine tables 304
- Formatting tables 305
- Break tables across frames 307
- Add text before a table 307
- Format text within a table 307
- Merge and split cells 308
- Work with overset cells 309
- Table strokes and fills 310
- Add diagonal lines to a cell 312
- Table stroke and fill options 312
- Table and cell styles 313
- Define table and cell styles 315
- Apply table and cell styles 316
- Edit table and cell styles 317
- Delete table and cell styles 317
- Clear table or cell overrides 318
- Creating book files 319
- Manage book files 320
- Synchronize book documents 321
- Synchronizing master pages 322
- 2 In the Book panel menu: 323
- Create a TOC style 328
- Add index entries 334
- Add an index entry 335
- Page range options in indexes 338
- Generate an index 339
- Sort order of Chinese indexes 342
- Manage an index 343
- Working with markers 344
- Select markers 345
- Drawing with the Pencil tool 350
- Pencil tool options 352
- Drawing with the Pen tool 353
- Editing paths 357
- Adjust path segments 358
- Delete a segment 359
- Extend an open path 359
- Add or delete anchor points 360
- Smooth out paths 363
- About the Position tool 364
- Set strokes 364
- Define custom stroke styles 366
- Change corner appearance 368
- Compound paths and shapes 369
- Create a compound path 370
- Break up a compound path 371
- Create compound shapes 371
- JPEG (.jpg) files 382
- Bitmap (.bmp) files 382
- Macintosh PICT (.pict) files 383
- PCX (.pcx) files 383
- Scitex CT (.sct) files 383
- Placing graphics 384
- Bitmap import options 386
- 4 Do one of the following: 389
- Set layer visibility 390
- Paste or drag graphics 391
- Display performance options 393
- Use the Links panel 397
- Work with Links panel columns 397
- Display link information 397
- Update modified links 399
- Restore missing links 399
- Find missing links 399
- Relink to a different folder 400
- Edit original artwork 401
- 1 Select the image 402
- 1 Choose File > Place 403
- ❖ Do any of the following: 406
- Select text inside a frame 411
- Select multiple objects 411
- Unable to select objects 412
- Arrange objects in a stack 413
- Transform objects 418
- Rotate objects 420
- Scaling vs. resizing objects 423
- 4 Do any of the following: 427
- Repeat transformations 430
- Clear transformations 430
- Align panel overview 430
- 1 Select the Gap tool 433
- 1 Select the objects 434
- Create nonprinting objects 436
- Paste an object into a frame 437
- Remove a frame’s content 437
- 1 Select a frame 439
- 3 Apply the settings 442
- EPUB and HTML options 443
- Clipping paths 444
- Clipping path options 445
- Apply transparency effects 449
- Edit a transparency effect 450
- Copy transparency effects 450
- Transparency effects 451
- Drop Shadow 452
- Basic Feather 454
- Directional Feather 454
- Gradient Feather 454
- Use Global Light 455
- Set the opacity of an object 455
- Isolate blending modes 459
- 3 Choose Object > Group 460
- Flatten an individual spread 462
- Highlight (preview) options 463
- Chapter 15: Color 469
- Applying color 471
- Apply the last used color 472
- Remove fill or stroke color 472
- Edit the fill or stroke color 473
- Cycle through color modes 474
- Working with swatches 475
- Create color swatches 477
- Manage swatches 478
- Edit a swatch 479
- Control swatch names 479
- Delete individual swatches 479
- Import swatches 480
- Kuler panel 483
- About tints 485
- Create and edit tints 485
- Gradients 486
- First color stop 487
- Modify gradients 488
- Mixing inks 491
- Manage mixed ink groups 492
- Chapter 16: Trapping color 495
- Trapping text 497
- Trap a document or book 498
- Trap presets 499
- Manage trap presets 500
- Assign a trap preset to pages 500
- Set up trapping page ranges 501
- Trap preset options 501
- Trap thresholds 502
- Set sliding traps 503
- About trapping black 503
- Adjust the trapping sequence 506
- Chapter 17: PDF 507
- Export a book to PDF 508
- Adobe PDF presets 509
- Adobe PDF options 512
- About PDF/X standards 513
- PDF compatibility levels 513
- General options for PDFs 514
- Structuring PDFs 523
- Tag page items manually 527
- SWF export options 531
- 1 Choose File > Export 536
- Creating PDF forms 537
- Preview interactive documents 538
- Use Presentation Mode 538
- Bookmarks 539
- Hyperlinks 541
- Create a hyperlink to a file 543
- Create a hyperlink to a page 543
- Manage hyperlinks 545
- Delete hyperlinks 546
- Rename a hyperlink source 546
- Reset or update hyperlinks 546
- Cross-references 547
- Using cross-reference formats 549
- Manage cross-references 553
- Movies and sounds 554
- Change movie settings 555
- Change sound settings 555
- Poster options 555
- Place a video file from a URL 556
- Animation 557
- Motion preset options 559
- Manage motion presets 560
- Edit a motion path 561
- Clear transitions 563
- Create buttons 564
- Make buttons interactive 565
- Add actions to buttons 566
- Event types 567
- Action types 567
- Edit or delete button actions 568
- Create jumps to text anchors 568
- Change button appearances 569
- Create multi-state objects 570
- Create button hot spots 571
- Set the button tab order 572
- Chapter 19: XML 573
- Importing XML 576
- About merging 578
- Import and append XML data 578
- Lay out XML manually 579
- Map XML tags to styles 579
- 3 Click OK 580
- Create a placeholder frame 582
- Create a placeholder table 583
- Create placeholder text 584
- Import and merge XML 585
- 8 Click OK 586
- Tagging content for XML 587
- Tag items 588
- Tag frames manually 589
- Tag text in tables 590
- Specify Autotag defaults 591
- Use the Structure pane 593
- Structure pane icons 593
- Rearrange structured elements 594
- Add an attribute 596
- Edit or delete an attribute 596
- Edit href attributes 597
- Use DTD files to validate XML 598
- Exporting XML 600
- Chapter 20: Printing 603
- Print a document or book 604
- Options for printing objects 605
- 1 Choose File > Print 606
- 1 Choose File > Print 607
- Print as bitmap 610
- Preview documents 610
- 3 Click Print 612
- Print the bleed or slug areas 614
- Tile a document 616
- Printing graphics and fonts 617
- Managing color 619
- 12 Click Print 620
- Print a hard proof 621
- Preflight panel overview 623
- Define preflight profiles 623
- Define a preflight profile 624
- Embed and unembed profiles 624
- Export and load profiles 624
- Delete a profile 624
- Resolve errors 625
- Select a different profile 625
- Preflight books 626
- Package files 627
- Correct font errors 628
- Export pages in EPS format 632
- 5 Set additional options 633
- 7 Click Export 633
- Printing booklets 634
- Booklet types 635
- Chapter 21: Color separations 640
- Outputting spot colors 641
- Printing a composite 642
- Preview separation plates 644
- Preview ink coverage 644
- 2 For View, choose Off 645
- Overprint a stroke or fill 647
- Overprint a paragraph rule 647
- Specify emulsion 652
- Specify the image exposure 652
- Proofing color separations 653
- Producing in-RIP separations 653
- Print or save separations 653
- Running sample scripts 656
- Plug-ins 657
- Data merge 657
- Basic steps for merging data 658
- 1 Open the data source file 659
- <<Company Name>> 660
- <<Address>> 660
- <<Photos>> 660
- Insert data fields 661
- Merge records 664
- Update data fields 665
- Overset text reports 665
- Content placement options 665
- Local server workflow 671
- Enter user identification 672
- 2 Do either of the following: 678
- Receive packages (InCopy) 680
- Update content 684
- Update the InDesign layout 685
- Adjusting your workflow 687
- PageMaker menu commands 691
- PageMaker Edit menu commands 692
- PageMaker Type menu commands 693
- PageMaker View menu commands 695
- Keys for transforming objects 700
- Keys for tables 701
- Keys for working with type 702
- Keys for working with XML 705
- Keys for indexing 706
- Keys for panels 706
- Keys for the Control panel 707
- Keys for the Tabs panel 708
- Keys for the Layers panel 708
- Keys for the Pages panel 709
- Keys for the Color panel 709
- Keys for the Swatches panel 710
- Keys for the Transform panel 710
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