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- Herausgeber: John Wiley & Sons
- Kategorie: Wissenschaft und neue Technologien
- Sprache: Englisch
Take the kinks out of working with QuarkXPress QuarkXPress still remains one of the top tools for layout and design projects, even thirty years after it made its debut. This full-color, hands-on guide is here to help you take the guesswork out of using this powerful tool to create stunning print or digital designs. In QuarkXPress For Dummies, you'll find information on the latest changes to QuarkXPress, easy-to-follow, step-by-step guidance on using the tools built into the software to aid in designing and outputting visual product, and quick solutions to common Quark problems when you get stuck. QuarkXPress dominated the page layout world for decades. It's stuck around thanks to how it readily adapts to customer needs. This new version contains updates and features driven solely by customer feedback. That responsiveness is luring new and former users to the fold. That resurgence in the design community has Quark users clamoring for an authoritative book on how to use it to its fullest. Created in partnership with the pros at Quark, this is the book for new and experienced QuarkXPress users looking to make sense of the latest version. * Offers unbeatable tricks for working with text * Provides guidance on managing larger design projects * Includes tips on how to correct mistakes Take a tour of the palettes, add style to your work, and make QuarkXPress work for you!
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Veröffentlichungsjahr: 2016
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QuarkXPress For Dummies®
Published by: John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030-5774, www.wiley.com
Copyright © 2017 by John Wiley & Sons, Inc., Hoboken, New Jersey
Media and software compilation copyright © 2016 by John Wiley & Sons, Inc. All rights reserved.
Published simultaneously in Canada
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Trademarks: Wiley, For Dummies, the Dummies Man logo, Dummies.com, Making Everything Easier, and related trade dress are trademarks or registered trademarks of John Wiley & Sons, Inc. and may not be used without written permission. QuarkXPress is a trademark of Quark Software, Inc. All other trademarks are the property of their respective owners. John Wiley & Sons, Inc. is not associated with any product or vendor mentioned in this book.
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Library of Congress Control Number: 2016957973
ISBN: 978-1-119-28598-4
ISBN 978-1-119-28599-1 (ebk); ISBN ePDF 978-1-119-28600-4 (ebk)
QuarkXPress For Dummies®
To view this book's Cheat Sheet, simply go to www.dummies.com and search for “QuarkXPress For Dummies Cheat Sheet” in the Search box.
Table of Contents
Cover
Introduction
About This Book
Foolish Assumptions
Icons Used in This Book
Beyond the Book
Where to Go from Here
Part 1: Getting Started with QuarkXPress
Chapter 1: Meeting QuarkXPress 2016
Understanding What QuarkXPress Does
Getting a Feel for What’s New in QuarkXPress 2016
Introducing the Big Features in Recent Versions
Managing Your Files
Chapter 2: Getting to Know the Interface
Getting a Feel for the Application Interface
Surveying the Project Interface
Marching through the Menus
Using Context Menus
Mastering Palettes
Organizing with View Sets
Visualizing with Output Preview
Zooming around Your Layout
Moving through pages
Using Split Views
Switching among Layouts
Chapter 3: Creating Items
Using the Item and Content Tools
Creating Boxes
Creating Lines and Arrows
Building Bézier Boxes and Lines
Applying Frames, Dashes, and Stripes
Creating Text Paths
Converting Text to Outlines for Special Effects
Using ShapeMaker to Generate Boxes and Lines
Converting PDF, EPS, or Adobe Illustrator Files to Native QuarkXPress Items
Converting Objects from InDesign, Microsoft Office, and Other Apps to Native QuarkXPress Items
Chapter 4: Working with Items
Selecting Items
Manipulating Items
Using Super Step & Repeat for Super Duplication
Cloning Items with Cloner
Scaling Items or Layouts, Intelligently
Stacking, Grouping, and Aligning Items
Illuminating the Layers Palette
Getting Guidance from Rulers and Guides
Merging and Splitting Items
Finding and Changing Item Attributes
Using Item Styles
Storing Items in Libraries
Chapter 5: Building a Layout
Making and Using Master Pages
Modifying Page Size and Margins (If You Dare)
Numbering Pages in Sections
Creating a “Continued on Page …” Jump Line
Chapter 6: Building a Book
Starting a Book
Working with Chapters
Generating a Table of Contents
Creating an Index
Using Footnotes and Endnotes
Chapter 7: Share and Share Alike: Syncing and Collaborating
Sharing and Synchronizing Items
Using Composition Zones
Understanding Job Jackets
Part 2: Speaking in Text
Chapter 8: Creating Text Boxes
Understanding Why You Need Text Boxes
Deciding Which Is Best: Manual or Automatic?
Creating a Text Box Manually
Changing the Shape and Appearance of a Text Box
Controlling the Position of Text in Its Box
Linking and Unlinking Text Boxes
Importing Text
Exporting Text
Chapter 9: Formatting Characters
Learning the Basics of Typography
Discovering and Replacing Fonts Used in Your Document
Choosing to Use the Measurements Palette
Applying Special Effects
Inserting Special Characters
Setting Typographic Preferences
Controlling Text Greeking
Working with Language Features
Chapter 10: Formatting Paragraphs
Formatting Paragraphs: The Basics
Formatting Paragraphs: Getting Fancy
Copying Formatting with the Format Painter
Styling with Style Sheets
Formatting Magic with Conditional Styles
Chapter 11: Editing Text
Finding and Changing Text or Attributes
Using the Spelling Checker
Using the Story Editor to Edit Text
Using Content Variables
Tracking Changes with Redline
Using Notes
Part 3: Communicating with Graphics
Chapter 12: Making Tables
Building a Table
Working with Tables
Chapter 13: Adding Pictures
Importing a Picture
Using ImageGrid to Import a Folder of Pictures
Working with Pictures
Adding a Drop Shadow
Managing Pictures
Controlling Layers, Channels, and Paths in Photoshop Documents
Creating a QR Code in QuarkXPress
Exporting Pictures
Greeking Picture Previews
Suppressing Output of Pictures
Chapter 14: When Text Met Graphics
Wrapping Text around Other Items
Anchoring Items inside the Text Flow
Creating and Configuring Callouts
Chapter 15: Making a Colorful Page
Describing Color
Specifying Color
Creating Color Blends
Adjusting Opacity (Transparency)
Adding Colors from Imported Pictures
Managing and Proofing Colors
Part 4: Getting Ready for Your Big Debut
Chapter 16: Prepping to Print
Understanding the Print Dialog Box
Creating an Output Style
Working with a Commercial Printer
Troubleshooting Your Print Results
Chapter 17: Going Digital: PDF, Hyperlinks, ePUB, and HTML5 Animations
Exporting Pages as Images
Exporting to PDF
Using Interactive PDF Features
Creating and Editing PDF Output Styles
Fixing Common PDF File Problems
Creating Hyperlinks
Understanding Digital Publishing Formats
Creating Projects for ePub, Kindle, HTML5, and App Studio
Adding Interactivity to Digital Layouts
Publishing to ePub and Kindle
Creating HTML5 Publications
Part 5: The Part of Tens
Chapter 18: Ten QuarkXPress Workflow Resources
Quark’s Free QuarkXPress Document Converter
App Studio
Key Commands for Tools
XTensions That Will Blow Your Mind
Other Affordable Workflow Tools
AppleScripts (Mac Only)
Documentation from Quark
The Skinny on QuarkXPress Tips & Tricks
Online Resources
Chapter 19: Ten Do’s and Don’ts When Using QuarkXPress
Do Talk with Your Commercial Printer
Don’t Use Scroll Bars
Do Temporarily Switch to the Item Tool
Don’t Copy When You Can Share
Do Use the Built-In Calculator
Do Make Style Sheets Quickly
Do Use Keyboard Shortcuts to Size Pictures and Text
Don’t Scale Pictures below the DPI You Need for Output
Do Use Auto-Save and Auto-Backup
Do Customize How QuarkXPress Works
Appendix: Chart of Features Added in QuarkXPress 7 and Up
About the Author
Connect with Dummies
End User License Agreement
Guide
Cover
Table of Contents
Begin Reading
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Introduction
At the height of its worldwide popularity, QuarkXPress had almost 4 million users. That proved too tempting a plum for the competing Adobe juggernaut not to pluck from the desktop publishing pie, so over the course of 10 years, Adobe was able to draw many graphic designers to InDesign by providing it for free in bundles with Photoshop and Illustrator. Meanwhile, Quark underwent a complete metamorphosis, changing ownership and management to become the company that created this jewel of digital publishing: QuarkXPress 2016.
Meanwhile, the publishing industry itself experienced major changes, embracing multiple ever-changing digital formats — and QuarkXPress evolved along with these changes. QuarkXPress 2016 is not your father’s, mother’s, or grandparents’ QuarkXPress: Although the program has maintained its trademark efficiency and focus on the day-to-day needs of real-world publishers, it has also become a multifunction, platform-agnostic publishing engine capable of efficiently producing documents for any medium today — or that may present itself in the future.
Many graphic designers lost track of QuarkXPress, and they wonder what kind of organizations have continued to use it year after year. The simple answer is this: companies that value time and efficiency over bells and whistles. Financial organizations, pharmaceutical companies, manufacturing industries, newspapers and magazines, book publishers, multilingual publishers, and especially East Asian publishers all rely on QuarkXPress because it saves them time.
QuarkXPress is happily experiencing a resurgence of interest from publishers and graphic designers, partly because it remains efficient, practical, and elegant, but also because it combines the features of several competing programs. You can use it for most tasks that publishers habitually use Adobe Illustrator for — but with a more efficient interface. (In fact, if you preferred Aldus FreeHand’s efficient, task-based interface over Illustrator’s byzantine tool-based interface, you might find yourself using QuarkXPress as if it were FreeHand!)
Another reason is cost: QuarkXPress is still sold with a perpetual license — there are no monthly fees to use it, and its year-over-year cost is significantly lower than Adobe’s InDesign or Creative Cloud suite. And now it can convert PDF, Illustrator, EPS, InDesign, and Microsoft Office content into native QuarkXPress items — a first in the industry.
I’m proud to have been asked to contribute a book to this successful book series. But, don’t be fooled by the series title. If you are using or considering using QuarkXPress, you are far from being a dummy. This is world-class software that will efficiently and effectively support your creative work for years to come.
About This Book
The purpose of QuarkXPress For Dummies is to clearly explain the fundamentals of how to use all the tools in QuarkXPress. Whether you’re new to QuarkXPress or upgrading to the latest version, you get answers to your real-world questions about how stuff works. If you’re looking for a comprehensive book on how to do absolutely everything in QuarkXPress inside out, backward and wearing heels, this is not it. That book doesn’t exist — and if it did, it would be three times the size of this one. This book was written to QuarkXPress 2016 and should be useful to anyone using QuarkXPress versions back to 8.
To help you absorb the concepts, this book uses the following conventions:
Web addresses appear in
monofont
. If you’re reading a digital version of this book on a device connected to the Internet, you can click the live link to visit a website, like this:
http://www.dummies.com
.
When I tell you to enter text into a field or or some other element, the text you enter appears in
bold
.
I list keyboard shortcuts for both Mac and Windows, in that order. For example, Command-K means press the Command and K keys at the same time on a Mac; Ctrl+K means press the Ctrl and K keys at the same time time on a Windows PC. Here’s how I say this in the book: “Press Command-K (Mac) or Ctrl+K (Windows).” Modifier keys on a Mac include Shift, Option, Command, and Control; modifier keys in Windows include Shift, Alt, and Ctrl. (The Control key on a Mac is rarely used for keyboard shortcuts.)
When you need to choose an item from the QuarkXPress menu bar, you see them separated by a special arrow, like this: File ⇒ New File, which tells you to click File and then click New File.
Foolish Assumptions
The first assumption is that you’re familiar with Mac OS or Windows, because the book doesn’t provide any guidance in this regard. This book doesn’t discuss any platform-specific issues. You need to know how to work with your chosen platform before you begin working with this book.
Icons Used in This Book
As you read this book, you encounter icons in the margins that indicate material of special interest. Here’s what the icons mean:
Tips help you save time or perform a task in a clever way.
Remember icons mark the information that’s especially important to know.
The Technical Stuff icon marks information that provides a more technical explanation than is absolutely necessary for you to accomplish the task explained in that section. If you’re deeply interested in the topic, read these. Otherwise, you can skip them without missing important how-to information.
The Warning icon tells you to watch out! Some stuff that QuarkXPress lets you do may not be in your best interest, and these warnings help you identify them before causing irreparable harm to yourself and the fabric of the universe. Or something less drastic.
Beyond the Book
The great Internet contains a couple of additional resources for readers of this book:
Cheat Sheet:
QuarkXPress is all about efficiency, and nothing is more efficient than using your keyboard to accomplish tasks. That’s why there’s a keyboard shortcut for just about every important operation in the program. The ones that power users find most useful are collected in the Cheat Sheet at
www.dummies.com
(search for
QuarkXPress For Dummies Cheat Sheet
).
Updates:
If Quark changes something important about QuarkXPress between the time this book is published and the next major revision of QuarkXPress, look for updates at
www.dummies.com
.
Where to Go from Here
This book isn’t linear — you can start almost anywhere if you already understand the basics of how QuarkXPress works. However, if you’re new to QuarkXPress, Chapters 1 and 2 familiarize you with its overall purpose and interface. Chapters 3 and 4 explain how to create Items and work with them. Chapter 5 explains how to use master pages to ensure uniformity across multiple pages. QuarkXPress has a unique approach to sharing content across pages, layouts, and even multiple users, and Chapter 7 explains that. Most users spend 80 percent of their time in QuarkXPress working with text, so Chapters 8 through 11 dive deeply into the realm of text. Tables, pictures, and colors are explained in Chapters 12 through 15. Printing gets its own chapter (16), followed by a deep immersion into all the ways you can enhance and export your projects for digital media such as PDF and e-books. As you complete different kinds of projects in QuarkXPress, you may think: “There has to be an easier/better way!” so Chapter 18 points you to additional resources for help with specific topics. And finally, Chapter 19 attempts to smooth your QuarkXPress path with ten do’s and don’ts that are easy to forget but powerful if you remember them.
Part 1
Getting Started with QuarkXPress
IN THIS PART …
Understanding QuarkXPress
What’s new in QuarkXPress 2016
Getting to know the interface
Creating and working with boxes, lines and text paths
Converting InDesign, Illustrator, PDF, and Microsoft Office files to native QuarkXPress items
Building a layout, a project, and a book
Syncing and collaborating with the sharing features
Chapter 1
Meeting QuarkXPress 2016
IN THIS CHAPTER
Getting acquainted with QuarkXPress
Finding out what’s new in QuarkXPress 2016
Catching up with recent versions’ enhancements
Knowing how to manage your files from the get-go
Opening, creating, and saving files
QuarkXPress 2016 is not your daddy’s QuarkXPress. It may not even be your QuarkXPress if you haven’t used it since version 7. QuarkXPress has evolved far past its spectacular first incarnation as the world’s greatest tool for laying out pages for print. Adobe may have infiltrated the desktops of graphic designers by giving away InDesign, but QuarkXPress is still the industry’s most efficient engine for producing documents for multiple media. It’s currently in use by more than a million customers worldwide, especially in markets that value efficiency, such as manufacturing, financial, real estate, and pharmaceuticals, as well as book publishers, magazines, newspapers, and a wide variety of retailers and smart graphic designers.
In this chapter, I give you a brief overview of some QuarkXPress fundamentals and bring you up to speed on the new features in QuarkXPress 2016 as well as the major enhancements added to recent versions. Also, I provide some real-world advice for creating, naming, and organizing your files, opening older QuarkXPress documents, and saving your QuarkXPress 2016 document so that it can be read by QuarkXPress 2015. And finally, I point you to a hidden feature that saves backup copies of your files.
Understanding What QuarkXPress Does
QuarkXPress is a page layout program. To build a page, you draw a few boxes (containers) and fill them with content (text, pictures, and other stuff). Add a few rules (lines) and frames (picture edges) and you have a layout. If you’re clever, you link your page to a master page (which holds items such as page numbers and headers that repeat on multiple pages) and organize your page items on layers (to cluster related items together for viewing or printing).
Everything on a QuarkXPress page is referred to as an item.
Over the years, QuarkXPress has evolved to support the needs of publishers and designers with major new capabilities such as interactive and animated items, Bézier (pen) tools that rival Adobe Illustrator, real-time collaboration with others working on the same document, creating e-books and even mobile apps, supplying powerful table-creation tools, converting content from other programs into native QuarkXPress items, creating anchored callouts, and providing support for dozens of languages in the same document.
In case the built-in features aren’t enough for you, you can buy and add third-party XTensions to QuarkXPress, which are plug-ins that add new capabilities ranging from one feature to an entire automated database publishing system.
Quark is the company’s name. QuarkXPress is the product’s name. Quark has other products besides QuarkXPress. Just as you would never say “Adobe” when referring to Photoshop or Acrobat, or “Microsoft” when referring to Word or Excel, you don’t refer to QuarkXPress as “Quark.” That said, you commonly hear people say “Quark” when referring to QuarkXPress. Use your social judgment to decide which name you want to use.
Quark was founded by a science geek who named the company after the elementary particle that is a fundamental constituent of matter. In keeping with that science nerdiness, one XTension (QuarkXPress plug-in) developer cleverly named his company Gluon, which is the elementary particle that “glues” quarks together to form protons and neutrons.
HOW QUARK REVOLUTIONIZED PUBLISHING
Quark was founded in 1981 in Denver, Colorado, by Tim Gill. After writing several successful programs for the Apple II and Apple III computers (including Word Juggler and Catalyst), Gill saw Apple’s Macintosh computer and realized that it could change the world of publishing. Until that time, publishing systems were available to only the wealthiest members of society, at a cost of several hundred thousand dollars. But in the late 1980s, all publishing required was a Macintosh, QuarkXPress, and a LaserWriter — at a total cost of less than $10,000.
This tenfold reduction in the price of publishing indeed created a new worldwide industry that came to be known as Desktop Publishing. But most important, it put publishing into the hands of those formerly without a voice. This was the idea that most excited Gill, who in 1986 took on a financial partner named Fred Ebrahimi. Together, they conquered the publishing world in several ways: by building QuarkXPress into the tool that 90 percent of publishers wanted to use; by extending its reach into historically disenfranchised areas of the world such as India, Latin America, and portions of East Asia; and by supporting a cottage industry of trainers and XTension developers.
Being a programmer himself, Gill had a special place in his heart for independent programmers who wanted to make a difference in the world but wanted to work for themselves. He held training events for XTension developers, invited them to Quark’s events, and even helped set up a worldwide marketing distributor for XTensions so that the developers could spend their time coding instead of marketing. Quark benefitted, of course, by being able to focus on improving the core set of features in QuarkXPress needed by most users, and allowing the XTension developers to provide solutions for specific needs. When some of those XTensions later became features in QuarkXPress, Gill always tried to take care of the developers. (When Quark released a Windows version of QuarkXPress, Gill cleverly released free XTensions to give features to Mac users that weren’t possible to create in Windows.)
In 2000, Gill sold his half of Quark to Fred Ebrahimi to focus on philanthropic endeavors such as The Gill Foundation. Quark and QuarkXPress never fully recovered from Gill’s departure, but still maintain a strong presence in enterprise and vertical markets that value efficiency. (In 2006, Fred Ebrahimi gave all his shares of Quark Inc. to his children, with his daughter Sasha taking the position of Chairman. In 2006, Quark also hired Raymond Schiavone, former CEO of Arbortext, as its new CEO. In 2011, the Ebrahimi family sold all its shares to Platinum Equity, a California-based private equity firm that focuses on underperforming companies with high potential.)
Getting a Feel for What’s New in QuarkXPress 2016
The biggest new feature in QuarkXPress 2016 is the capability to convert imported PDF, EPS, and Adobe Illustrator files to native, editable QuarkXPress objects. You can even convert objects or entire pages from Adobe InDesign, Adobe Illustrator, Microsoft Office (including Word, Excel, and PowerPoint), CorelDRAW, Affinity Designer, and other apps.
The program sports many other new features as well. You can export any QuarkXPress layout as an HTML5 publication, enabling you to create an app-like experience in a web browser or mobile device — complete with interactive objects and all the typographic control in QuarkXPress. You can create multicolor blends (gradients), each color with its own level of opacity. The new Fit Box to Text feature resizes a text box so that if your text is shorter than the box, or if it overflows the box, the box resizes to fit the text. This feature even balances text in boxes that have multiple columns of text. The new Color Picker (formerly only available as an XTension) lets you click any item (including imported pictures) to add new color swatches to your layout. You can access Stylistic Sets included in advanced OpenType fonts. You can enlarge the icons and labels on the Measurements palette by 50 percent.
QuarkXPress 2016 also offers improvements to existing features. In previous versions of QuarkXPress, for example, dynamic guides appear as you drag an item to show you its spacing in relationship to other items. This feature lets you easily align and uniformly space items. In QuarkXPress 2016, guides now appear that show when the edges and centers of text columns and gutters align with other items in multicolumn text boxes. The Find/Change feature now remembers your most recent searches; also, it allows you to search for and change nonbreaking spaces and characters. Content variables can now wrap onto multiple lines just as regular text does, which is useful for longer headers and for created/modified/printed slugs. Print experts will appreciate full support for ICCv4 color profiles. And the QuarkCacheCleaner app now deletes the QuarkXPress Preferences file as well as the font and picture cache files used by QuarkXPress.
Windows users will be happy to have the modern, efficient user interface that Mac users have enjoyed in previous releases. And if you use a Mac, you can now pinch, zoom, and rotate items using gestures on your Mac’s touchpad.
Installing QuarkXPress 2016 on a Mac is now blissfully easy: Just drag it into your Mac’s Applications folder. In contrast to previous versions, which required XTensions to be rewritten for each new version of QuarkXPress, XTensions written for QuarkXPress 2015 also work with QuarkXPress 2016 (as long as the XTension doesn’t conflict with a new function). And as opposed to Adobe InDesign, QuarkXPress doesn’t require payment of an ongoing subscription — its perpetual license lets you use the program forever.
If you forget which features are new, choose Help ⇒ What’s New to be taken to Quark’s website to find an explanation of the new features.
Introducing the Big Features in Recent Versions
If you skipped a release or three, you’re not alone — but you’ve missed some efficiency-enhancing improvements. Conveniently, Quark has provided a chart of new features that stretches back to version 7 and has allowed me to include it in the appendix of this book. Here are some of the most exciting and useful new features introduced since version 7:
Intelligent palettes that adapt to your work
Layers on master pages
The capability to drag and drop from other apps, the desktop, and Adobe Bridge
Having a page size larger than 48 inches
Having multiple page sizes in one document
Crisp display of all images
The capability to scale images up to 5000 percent
An 8000 percent zoom
The capability to import native Photoshop (PSD) and Illustrator (AI) files
The capability to relink images in Usage dialog
Format painter
Item Find/Change
Item Styles
A page thumbnail navigator (Mac only)
Cloner utility copies items or pages across layouts
Intelligent scaling: You choose the attributes to scale
Footnotes/Endnotes
Table styles
Sound, video, and interactivity
The capability to synchronize text, pictures, and formatting automatically
Conditional styles
Callouts
Hanging punctuation
Bullets and numbering
Story Editor
Redlining
Notes
Glyphs palette
Job Jackets for automated document creation
Print previews
The capability to export to ePub, iPad, Kindle, Android
The capability to export items and pages as images
Advanced east Asian typography
Global language support built in (35+ languages)
Spotlight and QuickLook support (Mac only)
Cross-platform dual-licensing (Mac and Windows)
In the bad old days, you couldn’t edit a document created in a different language edition of QuarkXPress. Now, a project created in any language edition of QuarkXPress can be edited, printed, and saved in any other language edition of QuarkXPress — no more language-specific projects!
Managing Your Files
If you haven’t used a page layout program before, you soon discover that managing files for QuarkXPress projects is a bit different from how you may have managed them with other kinds of programs. For example, QuarkXPress changes its file format with every version, so older versions can’t open projects saved by newer versions. Also, a QuarkXPress project usually has several parts and pieces that are best stored together in a folder. You learn about these important topics next.
Futzing with file formats
QuarkXPress 2016 can directly open documents that were last saved by QuarkXPress 7 and higher; documents earlier than version 7 require conversion first, as explained in the next paragraph. You can also copy entire pages from Adobe InDesign or Illustrator as well as import pages from PDF files, and convert them to native QuarkXPress items. See Chapter 3 for more on importing and converting those files.
Every version of QuarkXPress has allowed you to “downsave” a copy of your document to the format understood by the previous version. That way, you can hand off your QuarkXPress 2016 document to someone using QuarkXPress 2015. To downsave to the previous version, open your document and choose File ⇒ Export ⇒ Layouts as Project. In the resulting dialog box, choose 2015 from the Version pop-up menu. Unless you want to replace your existing project, give the new one a different name — perhaps add “qxp2015” to the end. QuarkXPress 2015 then happily opens the exported document just as if it had created it. However, any page items that use features not in that version will be either translated to something that version can understand or removed entirely. (For example, multicolor blends are converted to two-color blends, cross references are lost, and variables with line wraps are lost.) Use with caution!
If you use a Mac, you can use its QuickLook feature to preview QuarkXPress documents that were last saved by version 9 or higher. To do that, click once on the file in the Finder and then press the spacebar on your keyboard. The first page of the document appears in a preview window.
Opening projects
Opening an existing project in QuarkXPress is no different from opening a file in any other application: From within QuarkXPress, choose File ⇒ Open and navigate to the file. But QuarkXPress also has a handy Welcome screen (see Figure 1-1) that appears when no project is open, or when you choose Window ⇒ Welcome Screen.
FIGURE 1-1: The Welcome screen.
The Welcome screen has three sections:
Open a Recent Project:
Lists your most recently opened projects. Click one to open it. To open a different project, click the Other Projects folder icon. This opens your computer's standard Open File dialog box.
Create…:
Lets you create a new project or a new library. (Libraries are explained in
Chapter 4
.)
Resources:
These Quark-related online resources are updated whenever Quark feels the need to change them. Click a resource to be taken to its web page. Below the Resources section is a list of ways to buy QuarkXPress. You also find a handy Documentation folder icon that opens the folder on your hard drive containing the QuarkXPress Getting Started reference PDF (in many languages) along with comprehensive documentation for creating AppleScript scripts (if you’re on a Mac). See
Chapter 18
for more on AppleScripts.
Opening older QuarkXPress projects
QuarkXPress 2016 can open documents last saved by QuarkXPress 7 and higher. (Version 7 is when Quark dramatically modernized the document format.) To open QuarkXPress documents last saved by versions 3.1–6, first convert them with the free QuarkXPress Document Converter, available at Quark’s website. (The easiest way to find it is to type QuarkXPress Document Converter in your web browser’s search field.)
On a Mac, the File menu in QuarkXPress has a handy Open Recent item that lists recently saved QuarkXPress projects. To make a similar feature available in Windows, QuarkXPress includes the DejaVu XTension, which is installed automatically. To adjust the number of items it shows, choose Edit ⇒ Preferences and click the File List pane. If you find yourself repeatedly opening projects, saving projects, and retrieving text and pictures from the same folder, you can also use DejaVu to designate default folders for those actions. That way, whenever you choose the File ⇒ Open, File ⇒ Save, File ⇒ Import, or File ⇒ Export commands, the resulting dialog will already be directed to your chosen default folder for that action. To assign default folders, choose Edit ⇒ Preferences and click the Default Path pane.
Understanding and creating a project
In contrast to most other programs, QuarkXPress documents often rely on external files that have been imported and linked. For example, when you import a picture, QuarkXPress inserts a preview of the picture on your page and remembers where the original picture file is. It then grabs that picture file whenever you export or print the QuarkXPress document. This feature can be tremendously handy for at least two reasons. First, picture files can be enormous, so by not including them inside your QuarkXPress document, your document doesn’t balloon to an unworkable file size. Equally important, if you edit the picture file after importing it into a QuarkXPress page, the updated version of the picture is used when printing or exporting the document.
Therefore, before you create a new QuarkXPress project, it’s smart to create a new project folder to hold it. A handy naming convention for the folder might be as follows: client name-project name-year-month, which would look like this:
petstumes-2017 catalog-16-11
You can then create a folder inside that folder for linked pictures, which keeps them handy for your project. You may also want to create a folder for files related to the project, such as the original word processing files given to you, notes about the project, and other files related to your project but that aren’t necessary for printing it.
Understanding Projects versus Layouts
Back in QuarkXPress 7, Quark changed the way files are structured. Previously, QuarkXPress documents were similar to those by other applications: Each document had one page size and orientation. But in QuarkXPress 7 and beyond, you no longer have “documents.” Instead, QuarkXPress creates what it calls a project that can include multiple layouts. (You can think of a layout as what was previously a document.)
Each layout can be a different size and orientation (portrait or landscape), so you can keep different parts of a project or campaign together. For example, a client’s business card, letterhead, and envelope can each be a layout within the same project. Or, for another example, a restaurant’s menu, table tents, happy-hour specials, and signage can each be a layout within one project.
A QuarkXPress project can contain two types of layouts: print and digital. This allows you to use one project to create content for various media — such as print, PDF, ePub, native apps, Kindle books, and HTML5 publications.
By grouping them together like this, QuarkXPress also lets you share content among these layouts. For example, the colors and fonts can be consistent across those layouts, and you can even use QuarkXPress’s Synchronization features to ensure that if you change, say, an address or phone number on one layout, that address or phone number changes on all of them. (See Chapter 7 for more on synchronization.)
Because of this fantastic capability, every project has at least one layout. Each layout has its own name (similar to how documents in other applications have their own names), and you can add new layouts to the open project by choosing Layout ⇒ New.
Each layout can contain as many as 2,000 pages, and can be as large as 224" × 224" in size (or 112" × 224" for a two-page spread). A project can contain an unlimited number of layouts.
You can work with multiple open projects, each containing multiple layouts. Feel free to open as many projects as you need, although you are likely to work on only one or two at a time.
Creating a new project
To create a new project, follow these steps:
Click Project in the Create panel of the Welcome screen that appears when no projects are open, or choose File ⇒ New ⇒ Project.
Either way, the dialog box shown in Figure 1-2 appears.
Enter a name for your layout in the Layout Name field.
As explained previously, a project can have multiple layouts, and each layout can have a different name. At the moment, you’re entering a name for the first layout in your project.
In the Layout Type drop-down menu, select the type of layout you want.
If you intend to print the layout you design, choose Print. If you intend your layout to be viewed onscreen, perhaps as a fixed-layout e-book or reflowing e-book, an HTML5 publication, or an app, choose Digital. (If in doubt, choose Print — you can always convert it to Digital later, as explained in Chapter 17.)
Select the Single Layout Mode check box if you think you won’t be adding any further layouts to this project.
Selecting this check box hides the layout’s name (Layout 1) from the project, which simplifies filenames if you export your layout as a PDF or other digital document. As you learn in Chapter 17, when you export your layout to PDF or other formats, the new file is named Project_Layout, using the project and layout names you assigned to them. (The project name is the same as the name of your file when you save it.) When in Single Layout Mode, the name of the exported file is simply the project name, which is the name of the QuarkXPress file on your computer.
If you find yourself creating projects with just one layout most of the time, you can change QuarkXPress’s Preferences so that every new project has Single Layout Mode enabled by default. To do that, first close all QuarkXPress projects. Then, choose Preferences from either the QuarkXPress menu (Mac) or the Edit menu (Windows). In the Preferences dialog, scroll down to Project and click General. Select the Single Layout Mode check box. After that, every time you create a new project, the dialog box will already have the Single Layout Mode check box selected for you. To create a multi-layout project, just deselect that check box and a field will appear for you to name your first layout in the project.
In the Page box, type a width and height for your layout or choose a preset size from the Size pop-up menu.
You can save your own preset page sizes. To do that, choose New from the Size pop-up menu, and in the resulting dialog box, enter the dimensions of the page size that you want to save and give your preset page size a name, such as Postcard-6x4.
For Orientation, select a button indicating whether you want your page to be Portrait (tall) or Landscape (wide).
In the Page Count field, enter how many pages you think you’ll need.
Don’t worry: You can add and remove pages later.
If your layout will have left and right pages (as in a magazine), select the Facing Pages check box.
This setting enables you to have different margins and Master Pages for the left- and right-facing pages. If you know that your layout will require having odd page numbers (1, 3, 5, and so on) on the left-facing pages, select the Allow Odd Pages on Left check box. Normally, you keep this unselected.
If you want QuarkXPress to be able to add new pages automatically as your text grows (for example, in a long document), select the Automatic Text Box check box.
This setting places a text box within the margins of the Master pages and applies that text box to every page based on that Master page. (You can learn all about Master pages in Chapter 5.)
Set the Margin Guides as needed.
These special guides indicate the “live” area of your layout, where your main content will be (text, pictures, and so forth). Items such as your page numbers, headers, and footers will normally be in the Margin area, so be sure to leave room for them if you plan to use them.
If your layout will have several columns, enter the number of columns in the Columns field under Column Guides.
The Gutter Width field determines the space between the columns. QuarkXPress then does the math for you and places guides within the Margins on each page, as necessary for the number of columns and gutter width you entered. If you enabled the Automatic Text Box check box (see Step 9), the text box will have these columns as well; otherwise you need to set the number of columns for each text box manually.
Click OK to create your new layout with these specifications.
FIGURE 1-2: The New Project dialog box.
Conveniently, QuarkXPress remembers these specifications and fills them in for you the next time you create a new layout or project. Of course, you can also choose all new specifications when you create a new layout or project.
Closing and saving projects
To close an open project, choose File ⇒ Close Window or click the red button in the title bar of its window. If you’ve made changes to the project, or it hasn’t yet been saved, the Save dialog box opens. In the Save As field, enter a name for your file along with a location to save it, and click Save to save and close your project.
Conversely, if you know you haven’t yet saved your project and want to continue working on it, you can choose File ⇒ Save to open the Save dialog box. Give your project a name, choose a location in which to store it, and click Save. Your project remains open, yet it’s safely saved on your computer.
If you’ve made changes to your project and want to keep the old version as well as the new version, choose File ⇒ Save As instead of File ⇒ Save. The Save As command lets you save the new version of your project with a new name and location.
To save a copy of your QuarkXPress 2016 project that can be opened in QuarkXPress 2015, choose File ⇒ Export Layouts as Project. In the resulting dialog box, choose 2015 from the Version pop-up menu. Unless you want to replace your existing project, give the new one a different name. QuarkXPress 2015 can open this new project, but any page items that use features not in that version will be either translated to something QuarkXPress 2015 can understand or removed entirely. For example, multicolor blends will be converted to two-color blends, cross-references will be lost, and variables with line wraps will be lost. Use with caution!
Using Auto Save and Auto Backup
If you’re paranoid, or simply don’t trust yourself to save your projects often enough as you work on them, you can enable QuarkXPress’s Auto Save, or the Auto Backup feature, or both.
When you enable Auto Save, it automatically saves a temporary copy of your project in the background as you work, at whatever time interval you set in Preferences. If your computer crashes, QuarkXPress offers to open the automatically saved version the next time you open your project.
Auto Backup creates a new copy of your project every time you save it and keeps each of the previous copies you’ve saved (up to the number you enter in Preferences). If you decide that your recent changes to a project are awful, you can close it and open one of the previously saved versions, which are stored either in the same folder as your project or in a different folder that you specify in Preferences. To enable these features and adjust their settings, choose QuarkXPress ⇒ Preferences (Mac) or Edit ⇒ Preferences (Windows). In the Application area of the Preferences dialog box, click Open and Save. Choose the Auto Save and Auto Backup settings you prefer and click OK.
In any case, even if you don’t enable Auto Save or Auto Backup, QuarkXPress 2016 silently saves a backup of your last ten opened documents. You find them in the Quark_Backup folder that QuarkXPress creates for you in the Documents folder on your hard drive.
If you change your Preferences settings while a project is open, these preferences will apply to only this project. If you change them while no project is open, these preferences will apply to all new projects.
Using templates
If you find yourself creating a similar document repeatedly, you may be tempted to duplicate it and replace its content. Instead, consider saving it as a template. A template is simply a QuarkXPress document that duplicates itself before opening into QuarkXPress as a new document. To save a document as a template, choose File ⇒ Save As, and in the Save As dialog box, go to the Type drop-down menu and choose Project Template.
To use the template, choose File ⇒ Open and navigate to it on your computer. When you open the template, QuarkXPress 2016 creates a new project from the template file. After making your changes, you can then save it with any name and be confident that you haven’t replaced the original.
Chapter 2
Getting to Know the Interface
IN THIS CHAPTER
Using the Application interface versus the Project interface
Understanding the purpose of each menu
Discovering the value of context menus
Working with palettes
Using View Sets for different tasks
Previewing your work
Zooming and panning
Moving between layouts
Smart designers and publishers value QuarkXPress for its efficiency. Before each revision of the program, Quark’s design team watches how users perform tasks, and the team comes up with clever ways to reduce the number of mouse clicks required to accomplish those tasks. But still, the first time you launch QuarkXPress, you may think that you’re staring at the cockpit of a commercial jet. Not to worry! The layout is logical, and after you read this chapter, you’ll be pointing and clicking without even thinking about it.
The most important idea to understand is that some interface items relate to only the current layout you’re working on; others relate to QuarkXPress itself; and still others change depending on the active item on your page. For example, if you have multiple layouts open, the layout controls attached to the project window let you view each layout at a different view percentage, with different ruler measurements and (optionally) split windows. In contrast, the free-floating palettes don’t change as you switch among projects and layouts. And amazingly, although the menu bar at the top of your display hosts menu items that can affect anything in QuarkXPress, those menu items change depending on what kind of page item is active.
The little icons you see scattered throughout QuarkXPress will seem cryptic until you use them a few times. Fortunately, when you hover your mouse pointer over any of them, a tooltip appears with the name of the control. For example, when you hover over a tool in the Tools palette, the tooltip displays that tool’s name and shortcut key.
In this chapter, I take you through an overview of each of the QuarkXPress menus so that you know the purpose of each one. But first I tell you a little about the Application and Project interfaces. Later, you see how to do everything you need to do with palettes, how to navigate your layout by zooming and scrolling, and how to switch around among your various layouts.
Getting a Feel for the Application Interface
The palettes you see at the left, right, and bottom of QuarkXPress (see Figure 2-1) are free floating — you can drag them anywhere that’s convenient for you. In contrast to the palettes, the menus in the menu bar are glued in place: You must always take your mouse up to the menu bar to access them. However, a context-sensitive subset of menu items is also available in the context menu that appears directly under your mouse pointer whenever you Control-click (Mac) or right-click (Windows) anywhere in QuarkXPress.
You also encounter dialog boxes, which appear whenever you choose a menu item that has an ellipsis (…) after its name. For example, when you choose File ⇒ Open…, a dialog box appears that lets you navigate to a file to open, and if you choose File ⇒ Print…, a dialog box appears so that you can set your printing options.
FIGURE 2-1: The Application interface controls.
In QuarkXPress, each project may contain multiple layouts. Each layout may have a different size and orientation as well as a different output intent: print or digital. When this book uses the word project, it means a QuarkXPress project; when it says layout, it means a QuarkXPress layout. See Chapter 1 to learn about projects and layouts.
Surveying the Project Interface
Although the vast majority of interface items don’t change when you switch among projects, a few relate only to the currently active project, as follows:
Scroll bars:
The scroll bars on the right edge and bottom edge of your project window let you see other areas of your current layout.
Rulers:
The units of measurement for the horizontal and vertical rulers (inches, centimeters, picas) are also specific to your current layout.
Layout tabs:
Click the tabs between the top ruler and your project’s title bar to move among the layouts in your project.
Pasteboard: The rectangle in the center is your active page, and the gray area around it is called the Pasteboard, on which you can store picture boxes, text boxes, or any other page items until you’re ready to position them on that page. If your layout has multiple pages, the Pasteboard around your currently active page appears lighter than the Pasteboard around the other pages.
Items that are contained completely on the Pasteboard don’t print. However, if any part of a Pasteboard item overlaps onto the page, that part will print (if you don’t explicitly forbid this in the Print or PDF Export dialog box).
Layout controls:
The Layout controls attached to the bottom left of your project window let you change the view percentage of your project, navigate to other pages within it, and print or export that layout, as shown in
Figure 2-2
.
FIGURE 2-2: The Project interface controls.
Marching through the Menus
The original Macintosh interface (and later, Windows) was designed to accommodate a very small display. (The original Macs had a 9-inch display, and a 13-inch display was state of the art for years after that.) To get the interface out of the way so that you had space to work in, all the commands were tucked into the menu bar at the top of the display. The menu items that people used most were given a keyboard shortcut, and that tradition continues to this day.
In the sections that follow, I briefly explain the purpose of each menu and highlight a few of the menu items it contains. You can explore the other menu items later in the book as they apply to appropriate topics — otherwise, this section would be completely overwhelming!
Pay attention to the keyboard shortcuts for commands that you use frequently, and memorize them if you can. The less you have to use the mouse, the more productive you’ll be! I include a handy list of QuarkXPress’s most popular keyboard shortcuts on this book’s Cheat Sheet (go online to www.Dummies.com and search QuarkXPress For Dummies Cheat Sheet), but if your favorite menu item lacks a shortcut (and you’re using a Mac), you can assign your own: Choose QuarkXPress ⇒ Preferences and scroll down to Key Shortcuts.
The QuarkXPress menu
Application-level information such as your license code is here, along with application-level controls such as Quark Update settings and hiding or quitting the app. On a Mac, the all-powerful Preferences are here, too. (On Windows, Preferences is in the Edit menu.)
The File menu
File-level controls such as Open, Print, Save, and Close reside in this menu. The File menu is also where you go to create new projects or libraries, import text or graphics, append colors and style sheets from other projects, export text, layouts or pages to other formats, collect linked files for output, and use Job Jackets. (I explain Job Jackets in Chapter 7.)
The File menu includes a Revert to Saved menu item, which you can use for creative explorations. First, save your document; then make some changes you may or may not like to keep. If you hate, hate, hate the result, choose File ⇒ Revert to Saved, and your project goes back to how it looked when you last saved it.
The Edit menu
This very long menu hosts options to cut, copy and paste items, find and change text or page items, define repeatedly used resources such as colors, style sheets, hyperlinks, lists, color management, output styles (collections of output settings), and play with some wonderfully esoteric font controls. On Windows, the all-powerful Preferences controls are here, too. (On a Mac, Preferences is in the QuarkXPress menu.)
The Style menu
Most of the items in this menu are also available in QuarkXPress palettes. (See the section “Mastering palettes,” later in this chapter, for a detailed explanation of palettes.) The Style menu holds font style controls, picture box formats and controls, item styles, cross references, and hyperlinks.
The items you see in the Style menu change, depending on what kind of page item is currently active. This feature is another way QuarkXPress tries to help you be more efficient. Most of these menu items are also available in various palettes.
The Item menu
This menu gives you the power to make changes to an entire page item. (Page items include text boxes, picture boxes, lines, paths, and shared items such as Composition Zones.) You can duplicate the active item, delete it, lock it, group or align it with other items, and change its shape or content type. If you have a path selected, you can edit its segments or anchor points. You can convert editable text to picture boxes. This menu also lets you set up sharing and synchronization of items and their content, create nonprinting notes, and scale one or more items and control how their content and attributes are scaled. If you’re building an e-book from a complex layout, this is where you add text for reflowing.
QuarkXPress provides two different menu items to remove selected page items or text: Edit ⇒ Cut and Item ⇒ Delete. What’s the difference? Edit ⇒ Cut moves the item or text to your computer’s clipboard so that you can then choose Edit ⇒ Paste to paste that item somewhere else. However, the clipboard can hold only one item or chunk of text at a time. So what if you have some text on the clipboard and want to remove a page item — without losing the text on the clipboard? Choose Item ⇒ Delete instead! Also, even if you’re currently using the Text Content or Picture Content tool (instead of the Item tool), you can still click an item and use Item ⇒ Delete to remove it. Smart QuarkXPress users memorize the Command/Ctrl-K shortcut for Item ⇒ Delete. You can easily remember this command if you think of this: “Kill this item!”
