Sunday, May 20, 2012

Mysteries of the Elliptical Overset Cell Symbol Revealed

Fo many years, I have followed InDesign Secrets as a huge fan. I've attended their conferences, given them unsolicited Obscure Feature ideas, and relied on their website and podcast as the primary source of my InDesign education. Whenever I encounter a problem in InDesign, their website is the first place I look for answers. 

I am so thrilled that David and Anne Marie have welcomed me to "the team" of InDesign Secrets Contributors! That was truly a momentous day in my life. So, please, check out my latest blog post, which  I am honored to have published at InDesign Secrets.


Sunday, May 13, 2012

Making a Chevron Pattern Within InDesign

This is a pattern I saw recently while in the stationary aisle at Target. I like this pattern because it reminds me of the brightly colored crocheted chevron afghans that my grandmother made when I was a child. We had a number of these afghans around our house growing up, and after learning how to crochet at age eight, some of my first projects were efforts to duplicate her handiwork. My early efforts were not as well crafted, but they were good practice for me as I learned to be diligent in improving my craft.


So, how to create a chevron pattern in InDesign? At first, it's not clear. Usually, when creating a pattern in InDesign, I use TeaCup PatternMaker. Other times, I'll use tables and apply interesting stroke styles to them. But to create a chevron pattern, neither one of those methods will work. But I eventually found a suitable method.

But first, let's explore why my standard go-to pattern creating methods won't work.

TeaCup PatternMaker has a pattern type called "Waves," but it is exactly that: wavy. It's a really nice pattern, and I even wrote an entire blog post about it. But in this case, I need my "waves" to have sharp points, not curved points.


The "Waves" pattern is neat because you can change the amplitude stroke weight, and angle. But...you can't specify sharp corners.



Another limitation of the Waves pattern (or any Teacup pattern) is that it must fill a graphic frame: you cannot apply Patterns to strokes. Nonetheless, the Waves pattern is pretty neat, and one of of favorite TeaCup patterns.

My second go-to pattern creating method involves tables and stroke styles. In a couple of instances, I've used the "Wavy" strokes style on a table. While the Wavy stroke style is great because you can (obviously) apply it to a stroke, you have virtually no control over how it is applied. You can't change the amplitude, wave length, number of waves... nothing. All you can do change the stroke weight.  There seems to be a fairly strict limitation on the shape of the wave, and the number of waves will change in order to keep the built-in wave shape relatively constant. Thinner strokes get more waves. Thicker strokes get fewer waves.



Now that we know why my first two ideas didn't work to give us the pattern we're after, let's talk about the method that will give us the pattern we're after.

But first, let's take a step back and look more closely at the image.


Do the blue wavy lines it remind you of anything in InDesign? No? Well, how about if the lines were red? Now do you see how it looks similar to the squiggly underline beneath a mispelled word?



So, we know that InDesign has the capability to create a chevron pattern, as demonstrated by the squiggly red underline of dynamic spelling. But we need to find a way to translate this chevron pattern into a printable, editable object. Now, I don't know of a way to print the dynamic spelling underlines (why would anyone want to? See note below...), But I do know of another feature in InDesign that also has a wavy underline. This feature is "Conditional Text."

In case you've never used Conditional Text before, it is a great feature. It's got to be among my top ten favorite InDesign features. Basically, conditional text let's you show and hide different bits of text. For example, if you are doing a textbook with both a teacher and a student version, you can use conditional text to hide the teacher's portion of the document (such as the answer key). You can also use conditional text to hide bits of text that perhaps you don't need right now, but might want to save for use later. But in this case, what's so cool about conditional text is that you can show AND print text indicators!


So, now we have a way to create a chevron pattern, and to also print it. So how to get a whole frame of these wavy conditional text indicators, but not have any text to get in the way and obstruct the pattern?



First, let's attempt removing the letters, while still having the conditional text indicator. The solution is a right-indent tab (Shift + Tab). Right indent tabs are neat because they are dynamic. However wide your text frame is, a right-indent tab will extend all the way to the right-most edge of the text frame.



Now, we need to get a whole bunch of these little conditional text indicators stacked on top of each other. You may think that we would simply add a bunch of paragraphs, and the tighten up the leading to zero. That will work, but it would be very difficult to edit. Plus, it limits you to one color of chevron. Instead, we simply need to make more Conditions. InDesign will by default, want to make them all different colors, so you'll have to change the colors one by one.


Because I want to replicate the chevron pattern I saw at the store, I'll make all my conditions Light Blue.


Now, select your text (which is just a right-indent tab), and apply all five conditions. You have a chevron pattern!


You can add as many new conditions as you want, apply them, and the little chevrons will just be added to the top of the stack.


If you want to change your chevron colors, simply double click on the Condition, and change the color.   Here, I changed all the odd conditions to Blue (as opposed to Light Blue). Note that the conditions at the top of the panel are actually displayed at the bottom in the text frame. The conditions are sorted alphanumerically (top to bottom) in the Conditional text panel and in the reverse order (bottom to top) in the text frame.




So now that we have a chevron pattern that will show and print, and it's the colors that we want, it's fully dynamic and will extend as high and as wide as we want it to... what if we want to edit it further? What if I wanted real live strokes instead of just conditional text indicators?

A few weeks ago, I heard about a new plug-in from Markzware that converts a PDF into an InDesign layout. There is another piece of software (PDF2ID) that's does something similar, but I haven't tried it. During the course of my experiments with chevrons, Markzware was calling for beta testers for their new plugin, so I leaped at the opportunity. I think the original intent of the plugin was to translate recognizable patterns in text formatting of PDF documents, and recreate that text formatting as InDesign character and paragraph styles. But the cool thing about the Markzware plugin is that it will allow you to OPEN a PDF and have live, editable vector objects right in InDesign. Wow!



So, I exported my chevron pattern as a PDF, and then converted it using the PDF2DTP plugin. Once it's converted, when you select all the blue lines, you'll see that they are now fully editable strokes (click on image to enlarge).


If I wanted to, I could further stylize these strokes. And you can see that I can now easily change the stroke width, the amplitude, the stroke height, the colors, and pretty much whatever I want to change about them. I now have a fully editable chevron pattern, created right within InDesign.


Author edit on 6-10-12: If you don't have a copy of PDF2DTP, you can still use this method to create a chevron pattern. Simply open your PDF in Illustrator. If you like, you can simply copy and paste the strokes from Illustrator back into InDesign. The PDF2DTP plugin is very neat, because it allows you to "open" PDFs and edit them without ever having to leave InDesign.

Author edit on 8-24-12 regarding dynamic spelling underlines: I found a plugin that will include dynamic spelling indicators when exporting to PDF.

Did you like this article? Then check out my article about Chevrons at Creative Pro. That article discusses how we see chevrons and the simplest way to create a chevron in Illustrator.

Wednesday, May 2, 2012

What To Do When InDesign Text Variables Don't Display Correctly

Text Variables are a way that InDesign can display different strings of text without you having to retype every different instance. I use them for things like inserting a modification date, or chapter numbers. The examples we'll be discussing in this article are page numbers and file names.

In case you're not familiar with Text Variables, here are a couple of links to good resources to learn more about them.

Adobe Help File : Text Variables
InDesign Secrets: Using variables in InDesign slugs

Recently, I found a couple of different instances where text variables do not output as expected. I used the different workarounds for both instances, and I wanted to share it here for the inevitable time when some other poor InDesign user encounters the same problem.


Text Variable Error Type 1: File Name Extension


On my master page, I have placed a File Name text variable. Notice how "Include File Extension" is unchecked. It all looks good so far. See how the extension is not displayed? (If it was diplayed, there would be a .indd at the end.


But see what happens when I then place the first InDesign document into a second InDesign document. The extension appears! I tried releasing the object from the master page of the first InDesign document, but that didn't change anything. The extension still displays in the second InDesign document. (On a side note, because my text frame was fit the the exact size of the original text, it now looks very crowded trying to also fit an extension into the same size text frame.)



In this case, the workaround was to simply NOT USE the File Name variable. Instead, I had to manually type the file name in each and every single chapter, and I also have to remember to change this text whenever I do a Save As and for a new chapter.


Text Variable Error Type 2: Page Numbers Gone Wild

My second unexplainable text variable problem had to do with Page Numbers. You see, page numbers aren't listed in the Text Variable dialog box, but I think they should be. By the very nature of what they do, Page Numbers are variables.

Page numbers are so commonplace. Who doesn't use page numbers? Perhaps that's why they are accessed in a different spot in InDesign, outside of the Text Variable dialog box.

But Text Variables (the ones listed below) seem a little more mysterious, and are harder to find, so fewer people use them. Granted, Text Variables have more options, like including text before and text after, and plenty of different ways to customize a Modification Date.




But page numbers have a lot in common with Text Variables. One type of page number even made it into the Text Variables dialog box: "Last Page Number." But we won't tell his other page number buddies about that. They'd just get jealous.


The type of page number I experienced problems with was "Current Page Number,"which is located under: Type > Insert Special Character > Markers (see screenshot above).

On a recent project, I had one document where the page numbers went completely crazy...but only in the PDF. All was fine in the InDesign document. But when I exported the document to PDF, the page numbers did not display properly in the footer. They looked something like this: (click to enlarge)


Now, keep in mind that I didn't put in any section markers. I have no idea what caused the problem. I exported the file as an INX and then reopened the file and put it back into the correct spot in the book, but the problem persisted. I tried Acrobat 4.0 compatibility, as well as opening the file in Acrobat 9 and X. I even tried to go into the PDF and edit the page numbers there, but when I edited several of the page numbers, all the page numbers I edited (with the Text Edit tool in Acrobat) reverted back to whatever was the latest page number that I typed. So in this example, I edited the Left-hand facing pages, ending with the last left-hand facing page, changing that to 94. Then ALL the previous page numbers that I just edited also became page 94. WHAT??? I am stumped.

I also tried exporting just a single chapter from the book, and replacing the incorrect pages in Acrobat, but again...it didn't work. In that case, instead of displaying the correct page number, the first Left-facing page displayed the word "Variable." Aha! I knew page numbers were Variables!


However, in this case of Page Numbers Gone Wild, I found that simply detaching the page number text frames from the master page fixed the problem. Then they all outputted as expected.



Edit: 3-11-15: Today I once again encountered the problem where the word "Variable" instead of the page number appears in random places in the PDF. The solution to the problem was to open every file in the book and then export the PDF with all the files open.

Edit 1-8-16: I again encountered the strange "Variable" issue and found that instead of detaching the items from the master page, I could simply reapply the master page and the page number then displayed properly.

If this was helpful, please also check out a related post: Why Does InDesign Think There are 69 days in the Month?

Saturday, April 14, 2012

How to Locate Greek Letters and Mathematical Symbols without Going Crazy

On a recent project, I've had to use a variety of greek letters and mathematical symbols. While I know that many of these symbols exist in Pro fonts, locating them in InDesign's glyph panel has proved to be rather difficult. Here is a screen shot of the glyphs panel, displaying the entire font of Myriad Pro. It's a bit dizzying, is it not?


Notice how on the top left of the glyphs panel is a little drop down menu.


I's never given much thought to the drop down menu. I'd always left it at either "Entire Font" or "Alternates for Selection." But today I needed a special mathematical symbol and I really didn't want to spend a bunch time digging through the entire font trying to locate it. So I finally took a look at the rest of the dropdown menu. Lo and behold, in the second section of the dropdown menu, there was an option called "Math Symbols." How had I not seen this before?! And look a little farther down, there's another one called "Greek." Here are screenshots of all of the different character categories, from top to bottom, in the order listed in the "Show" drop down menu.

Basic Latin and Latin 1

Extended Latin A

Extended Latin B

Punctuation

Superscripts and Subscripts

Numbers

Currency

Symbols

Math Symbols

Greek

Cyrillic
What's so neat about displaying the different character-type categories is that you can also display them in different fonts, and the character-type category remains selected. For example, if you are typesetting a physics book for fifth graders, and wanted to use Greek letters in Marker Felt font, you can easily see that a variety of Greek letters are, in fact, available in Marker Felt. Who knew?

Greek letters in Marker Felt font

Sunday, April 8, 2012

Create a Geometric Flower Pattern with Multi-Colored Centers

Recently, while strolling through Target, I got distracted while walking through the stationary aisle. I paused there long enough to snap some photos of patterns I wanted to recreate. This pattern was on the front of a journal. I liked this pattern because it has several components:
  • The cream colored flower, which is composed of four circles
  • The centers of the flowers  (magenta, yellow, green, orange, and cyan), which are composed of a total of 25 objects (5 of each of the 5 bright colors)
We'll be creating this pattern in InDesign, using the TeaCup PatternMaker plugin.

Multi-colored flower pattern design, as recreated in InDesign

Let's first make the white portion of the flowers.
Start with a square frame about 5 inches square. Fill it with a dark reddish brown. Then fill it with a Dots pattern, using the settings below.


Copy the frame and then paste in place. Remove the fill color. Then nudge it over and up a bit. This creates the top petal.


Paste in place and nudge it again (for the bottom petal).


Paste in place and nudge yet again (for the right petal). This completes the flower petals. To keep these background circles out of the way while you build the rest of the flowers, group these four frames and put them on their own layer. Then lock that layer.


Next, we'll make the small center of the flowers. Since there are five different colors of dots for the center of the flowers, we'll need to use different settings for the Dots pattern. You should still have one of the cream colored circles pattern on your clipboard, so paste it in place. Then, make the frame really big; about four to six times larger. Then apply these PatternMaker settings.


Copy the green circles frame and paste in place. Nudge it over until it the second set of dots is centered in the petals. Change the colors of the pattern to cyan. Then, repeat this for orange, yellow, and magenta. Your pattern should look like this:


Then, select these five smaller Dots patterns and group them. Paste in place. Then nudge them over and down to fill the next set of flowers. Repeat for the remaining rows of cream colored flowers.


If you like, you can create clean edges (and hide all the extraneous dots) by grouping all the Dots patterns (including the ones you earlier put on their own layer), and paste them into a new smaller frame. 


Thursday, April 5, 2012

Book Review: Adobe Illustrator CS5 One-on-One

Authors: Deke McClelland
Published by: O'Reilly Media / Deke Press
Published: November 2010
Print ISBN: 978-0-596-80801-3
ISBN-10: 0-596-80801-1
# of Pages: 512
Rating: 4.5 out of 5 stars



This book is beautifully designed, and uses timeless typography techniques. The chapters include:
  1. Starting a Document
  2. Lines, Shapes, and Color
  3. Using the Pen Tool
  4. Creating and Formatting Text
  5. Transform and Reshape
  6. Pathfinder Operations
  7. Blends, Masks, and Gradients
  8. Working with Transparency
  9. Bruches and Symbols
  10. The Amazing World of Dynamic Effects
  11. Live Trace, Paint, and Color
  12. Printing and Exporting
I enjoyed the subtle design details, such as how the figures are positioned on the page organically, and not always relegated strictly to the sidebar. Some of the large artistic figures even bleed off the page, which is unusual for a technical book. This type of graphic treatment makes the book feel more fun and magazine-like, and less like a technical software book.

Each chapter has a different color scheme. The color in the headings, figure numbers, and page numbers are consistent within each chapter, so even when flipping through the book, it's easy to tell when you've reached the next chapter. Each chapter deals with a different topic, and provides a corresponding project to work through the lessons. Lesson files give the reader a starting place, so he can work through the book step-by-step and follow along with Deke. The chapter on the Pen Tool alone is worth the price of the book. If you're a designer who has struggled with understanding or mastering the pen tool, this book would be worthwhile investment.

The book also covers some general typography concepts, such serif versus san-serif type, and the different parts that make up letterforms, such as: bracket, shoulder, cross-stroke, bow, terminal, and counter.

I think this book would be a great resource for anyone wanting to learn the various techniques with Illustrator. If someone took the time to work through the entire book, they would have a great foundation for becoming a master in Illustrator. The lessons and video provide an exposure to Illustrator's capabilities. The book is a software book, not a design handbook. The graphics examples are playful and sometimes over-the-top. But because the graphics are so exaggerated, it's easy to see the different techniques in action.