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Opening templates in InDesign, Working with the Metadata area

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68 CHAPTER 3 PageMaker Plug-in Pack Features To change size of template thumbnails: Choose Thumbnail Size from the palette menu, and then choose Small Thumbnail, Medium Thumbnail, Large Thumbnail, or Details. (Details displays a large thumbnail plus information about the template.) Opening templates in InDesign When you open a template, an untitled copy appears and the Template Browser palette closes. You can work in the untitled copy just as you work in any other document. To open a template from the Template Browser palette: Do one of the following: • Double-click a template. • Select a template, and then choose New Document from Template from the Template Browser palette menu. Note: If you don't want the palette to close automatically, deselect Close Palette After Opening Template from the palette menu. Working with the Metadata area You can add metadata to a new template or edit the metadata stored with an existing template. When you create a new template, you can use the Metadata area of the Template Browser palette to add descriptive information about the contents of the document. For existing templates, most of the metadata that appears in the Metadata area is view-only; however, there are a few editable metadata fields, such as Author, Description, Production Notes, and Keyword. Editable fields appear with a text box for adding or changing the metadata information. Note: The Metadata area includes information on the fonts and color swatches that are used in the file. Make sure that the proper fonts are installed. The information you add is embedded in the file using XMP (eXtensible Metadata Platform). XMP facilitates the exchange of metadata between Adobe applications and across publishing workflows. Metadata area of the Template Browser palette To edit a template's metadata in the Template Browser palette: 1 Select a template. 2 Click the metadata field you want to edit and add the metadata information. 3 When you are finished, click the Accept Edits button .

Section	Page
Contents	3
Learning About Adobe InDesign CS PageMaker Edition	5
Getting help	5
Working with InDesign CS PageMaker Edition	6
If you want to create your first InDesign document	6
If you want to produce superb typography	7
If you want to add flair to your artwork	7
If you want to prepare your document for output	8
If you want to create book-length documents	9
If you want to enhance your productivity	9
Customer support	9
PageMaker Plug-in Pack features	9
PageMaker Commands and InDesign Equivalents	11
File menu commands and equivalents	11
Edit menu commands and equivalents	13
Layout menu commands and equivalents	14
Type menu commands and equivalents	15
Element menu commands and equivalents	16
Utilities menu commands and equivalents	18
View menu commands and equivalents	19
Window menu commands and equivalents	20
Making the Switch from PageMaker to InDesign	21
Looking at the work area	21
Using the tools	22
Using the palettes	23
Using the Control palette	23
Using the pasteboard	24
Hiding and showing nonprinting objects	24
Preferences and defaults	24
Selecting objects	25
Undoing mistakes	26
Recovering documents	26
Sharing InDesign PageMaker Edition documents with other InDesign users	26
Basic layout tasks	26
About InDesign templates	26
Working with pages and spreads	27
Understanding frames	27
Using frames to design pages	28
Creating columns	28
Creating master pages	29
Working with layers	30
Using page numbers, headers, and footers	30
Working with books	31
Creating a table of contents	31
Indexing	31
Text formatting and composition	31
Working with InDesign text frames	31
Importing text	32
Editing text in Layout view and story editor	32
Finding and changing text	33
Checking spelling	33
Wrapping text around objects	34
Positioning inline graphics	34
Formatting text with the Control palette	35
Applying type styles	35
Working with character and paragraph styles	36
Creating bullets and numbered lists	36
Troubleshooting missing fonts	36
Paragraph composition	37
Tracking and kerning	37
Creating tables	37
Lines, shapes, and imported graphics	38
Working with shapes and frames	38
Importing graphics	38
Display resolution of graphics	39
Linking and embedding graphics	39
Preserving transparency	39
Resizing and cropping graphics	40
Adding strokes (keylines) to frames	40
Aligning objects	40
Colors, tints, and gradients	41
Working with colors and swatches	41
Creating gradients	41
Applying colors and fills	41
Defining mixed-ink colors	42
Printing and producing color separations	42
Overprinting	42
Trapping	42
Previewing color separations on-screen	43
Preflighting and packaging	43
Using the Ink Manager	43
Working with service providers	43
Printing high-end design files	43
Finding a print service provider	44
Referring your print service provider to the Adobe Solutions Network	44
Exporting to PDF, XML, and the Web	44
Creating Adobe PDF files	44
Exporting to XML	45
Repurposing content for the Web	45
About PageMaker document conversion	46
Converting PageMaker documents	46
Page Layout conversion issues	47
Text and tables conversion issues	47
Book, index, and TOC conversion issues	48
Linking and embedding conversion issues	48
Color and trapping conversion issues	48
PageMaker Plug-in Pack Features	49
Using the PageMaker toolbar	49
About bulleted and numbered lists	50
Creating a bulleted or numbered list	50
Changing the formatting of a bulleted or numbered list	51
Editing and adding bullet characters	52
Changing numbered list options	53
Creating a paragraph style that includes bullets or numbering	54
Using InBooklet	55
Imposing a document using InBooklet	55
InBooklet layout options	56
About creep	58
InBooklet printing options	59
Previewing printer spreads	60
Sample imposition scenarios	60
Using Data Merge	61
About data merge	62
Understanding the data merge workflow	62
Planning a data merge	63
Working with data source files	63
Including images in the data source file	63
Selecting a data source for the target document	64
Setting up the target document	64
Inserting data fields in the target document	65
Working with placeholders	65
Previewing records	66
Switching preview on and off	66
Merging records	67
About overset text reports	68
Setting placement options	68
Notes on using data merge	69
Using the Template Browser palette	70
Navigating the Template Browser palette	70
Viewing templates	71
Opening templates in InDesign	72
Working with the Metadata area	72
Organizing InDesign templates	73
Specifying template saving options	74
Searching for templates	75
Using the Position tool	76
Setting Position tool mask options	76
Using the Position tool to crop content	76
Using the PageMaker keyboard shortcut set	77
A	79
B	79
C	79
D	79
E	80
F	80
G	80
H	80
I	80
K	81
L	81
M	81
N	81
O	81
P	82
R	82
S	82
T	83
U	83
V	83
W	83
X	83
Z	83