A bevy of feature improvements bring a sigh of relief khổng lồ long-time InDesign users
Adobe has just released a major new version of InDesign—InDesign CC 2018. Following the precedent of CC 2017, Adobe released it in connection with its big Creative Cloud event, Adobe MAX 2017, held this year in Las Vegas.
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Unlượt thích InDesign CC 2017, which emphasized a new user interface more than new features, this release has major new features, some of which users have sầu wanted for a long time. They include endnotes, paragraph borders, the ability khổng lồ store an object’s kích thước and position in an object style, & the ability lớn store shared text assets in CC Libraries. In addition, there are helpful new ways to filter fonts in the Font thực đơn, an integration of the German Duden dictionary, improvements in export of HTML & PDF accessibility, and a number of other, smaller features.
As always, this major version upgrade brings a new tệp tin format. This means that if someone using InDesign CC 2018 creates a new tệp tin, & you open it using an earlier version of InDesign CC, the Creative sầu Cloud must convert the file backward lớn your older version (or you can use the old “save as IDML” process). I’ll describe the process at the end of this article.
But first, heeeeeeere’s the new features…!
InDesign users have sầu been able khổng lồ add and manage footnotes in documents since version CS2. But until now, InDesign users have had khổng lồ rely on third-party products or scripts to lớn add endnotes at the kết thúc of a story or document. It has been more than 18 years since InDesign 1.0 was released, so lớn say we’ve sầu been waiting a long time for endnotes would be quite an understatement. But the wait is finally over. You can use InDesign CC 2018 to lớn create endnotes for either a story or document, và the endnote frames can be placed in various locations.
More after the jump! Continue reading below↓
Creating an endnote
You can now create an endnote similarly khổng lồ creating a footnote: Place your insertion point where you want the endnote text reference to lớn appear. Then choose Type > Insert Endnote (or right-click & choose Insert Endnote).
By default, a new page is added at the end of the document, và an endnote frame is created where you can enter the endnote text. InDesign places your insertion point between two colored markers, where you can enter text for the endnote. Subsequent endnotes in the same frame will be placed within new pairs of markers.
The reason that consecutive endnotes are placed between markers is that, unlượt thích footnotes, endnotes often include text that is not part of an endnote—for example, headings or chapter numbers. You should place that text outside of the markers. (Markers are not printable, and just visually indicate the area of an endnote.)
Clicking in the endnote và choosing Type > Go lớn Endnote Reference (or right-clicking & choosing Go to lớn Endnote Reference from the context menu) takes you back to the referenced text.
By default, creating an endnote in another story places the endnote in the same document endnote frame. However, you can also choose khổng lồ restart the numbering for each story in the same frame using a setting in the Endnote Options dialog box. Or you can mix the endnotes to lớn follow each story.Endnote frames
The endnote frame is a special kind of text frame. When the frame is selected, a special adornment on the bottom left indicates an endnote frame (Figure 1). To see it, you must select the frame with the Selection tool and turn on Show Frame Edges.
Figure 1: Text in an endnote frame is placed between marker pairs. Text that is not an endnote—for example, a chapter number—can be placed outside of the marker pairs. The new adornment/icon in the lower-left corner of the frame indicates this is a special frame that contains endnotes.
By default, an endnote frame is created based on the scope of the document. This scope means that it includes all the endnotes in the document, & it is created on a new page at the end of the document. However, in Positioning Options (in the Endnote Options dialog box), you can phối the scope to lớn Story. In that case, a new endnote page will be created at the end of each story, và it will include endnotes only from that story. If you choose Story as the scope, you can alternatively choose Load the Place Cursor và place the endnote frame wherever you like.Setting endnote options
To change the defaults for numbering, formatting, or layout of the endnotes, choose Type > Document Endnote Options. This opens the Endnote Options dialog box (Figure 2).
TIP: Clicking the endnote text frame adornment also takes you to lớn the Endnote Options dialog box.
Figure 2: The Endnote Options dialog box is where you specify the layout, numbering, và formatting for endnotes.
Many of the Endnote options are the same or similar lớn those for setting footnotes. The numbering options are similar except that endnote numbering can be based on a story. The formatting options for the endnote reference number are similar khổng lồ a footnote’s “Reference Number in Text” options. Prefixes & suffixes can be applied khổng lồ a reference, to the endnote text, or both. Choices for Position, Character Style, Paragraph Style, & Separator are also similar.Editing endnotes
Unlike footnotes, however, you can copy & paste endnotes và endnote frames. You can also move sầu endnotes within documents và even insert endnote references in a table. (Sorry, no footnotes in tables yet.)
And, of course, the numbering of each endnote frame will auto-adjust based on the ordering of the endnote references in the text.Document vs. Story-based Endnotes
Put all your endnotes at the kết thúc of the story, and now changed your mind? No problem! You can change the scope for endnotes between Document và Story.
For example, if you change the scope from Document lớn Story, InDesign creates a new endnote frame for each story. The previous document endnote frame và its page will be deleted. However, note that numbering will not be continuous when it is based on a story; each story has its own numbering và numbering restarts in each frame.
Unfortunately, you cannot place endnotes at the over of a book document, or in a separate document in a publication made of multiple documents and compiled using the book panel. This is a serious limitation, as so many book designs require notes in the backmatter.Importing Word Endnotes
You can import Microsoft Word endnotes. You select this option in the Word Import Options dialog box (select Show Import Options in the Place dialog box). All the endnotes are imported & added to a new document endnote frame. When you import multiple Word documents at the same time, all the endnotes of the documents are imported inkhổng lồ a single frame.
Paragraph Borders and Shading
Back in InDesign CC năm ngoái, one of the most requested new features arrived: the ability khổng lồ add shading behind a paragraph. But it was missing its companion feature—adding a border around the outside of the same paragraph.
That deficiency has now been remedied with enhancements to paragraph shading & the addition of a paragraph border feature in CC 2018.Corners on Paragraph Shading
The original Paragraph Shading feature gave sầu you the ability to put shading behind the text in the paragraph, while setting its color, tint, & offmix values on each side (how far it should sit from the edge of the paragraph). You can also choose lớn clip shading to the frame & prevent printing or exporting.
New in InDesign CC 2018, Paragraph Shading also includes the ability khổng lồ set Corner Size & Shape independently on all sides (Figure 3). Yes, that includes rounded corner shading!
Figure 3: Paragraph Shading has been enhanced to lớn include setting corner size and shape independently on each side. This example also uses the Paragraph Border feature on the same paragraph, shown on the left side of the figure.
Paragraph Borders Options
The new Paragraph Borders feature lets you create borders on all sides of a paragraph & apply them lớn one or more paragraphs. The borders can either be used by themselves or combined with Paragraph Shading in the same paragraph (Figure 4).
Figure 4: The new Paragraph Borders feature can create borders independently on each side of a paragraph. This example shows the border settings for the paragraph illustrated in Figure 3.
To add a border, choose Border in the Paragraph or Control panel, or Paragraph Border in the Paragraph Style Options dialog box.
TIP: As with many of the Control panel icons, Option/Alt-clicking the Paragraph Border icon opens the Paragraph Border options dialog box.
The top section of Paragraph Border controls is Stroke settings. You can independently create borders on each side of the paragraph using the four controls for Top, Bottom, Left, và Right. Setting the stroke weight to lớn zero or changing its color to None turns off a border.
However, each of the four border segments must chia sẻ other stroke attributes. Here you can phối Stroke Type, Màu sắc, Gap Màu sắc, Tint, Overprint, and Cap và Join attributes. They cannot be phối independently.
As with Paragraph Shading controls, the paragraph borders can have independent Corner Size and Shape, & the controls look the same.
Paragraph Borders also phối controls for positioning similar to Paragraph Shading controls. These include offsets on each side, Top Edge, Bottom Edge, & Width (Column or Text).
There is one more option at the bottom that determines what happens when a paragraph border breaks across frames or columns. The default is to clip the border; if the option is selected, the border can be closed at the top or bottom of a column or frame.Limitations
These new paragraph-formatting controls are very welcome & pretty great. But there are features that should probably be added to lớn future versions of paragraph borders. It’s difficult to lớn phối up both paragraph shading and borders on the same paragraph: many of the settings (offphối, corner settings, etc.) will be the same in the two dialog boxes, but there is no way to links the settings to lớn make it easier lớn edit them.
A second difficulty is that if you want a border khổng lồ seamlessly continue across more than one paragraph, it’s complicated khổng lồ mix up và may require multiple paragraph styles if used repetitively. Adobe really ought to make “borders across multiple paragraphs” as easy as a checkbox.
Size & Position Options in Object Styles
There are times when you want to ensure that multiple objects giới thiệu the same form size and position on a page. Previously, if you needed khổng lồ make any sizing or positions changes to lớn the objects, those edits had khổng lồ be made for each instance of the object separately. But InDesign CC 2018 adds the new Size và Position Options choice in the Object Styles dialog box, so you can make và modify certain page elements much more efficiently. chú ý that the new options tư vấn not only independent objects like text or unassigned frames; they can also be applied khổng lồ anchored objects, tables, và image frames.Setting Size & Position Options
For each object, you can mix three size options: Width Only, Height Only & Height và Width. There are also three options for position—X Only, Y Only, and X và Y. And of course InDesign offers you a reference inhỏ to lớn choose from which part of the object the position is measured. Position can be aligned relative sầu khổng lồ either Page Edge or Page Margin (Figure 5).
Figure 5: A new Object Style option lets you store và reuse an object’s kích thước & position.
In the example shown in Figure 5, I created two objects styles for a sidebar—one for left pages, one for right. (Unfortunately, the new feature doesn’t yet tư vấn a Relative sầu to Spine comm&, which would allow you to use just one style.) The Width was mix khổng lồ adjust to lớn the width of the column, but the Height might vary. The frame was positioned using the upper left reference point. Both the X và Y offsets were defined relative to the Page Edge.Eyedropper option
Another way khổng lồ work with reusing object dimensions & position is with the Eyedropper tool. This tool now has a new Transkhung Options choice, with options for Dimension and Position. With those options turned on, the dimensions và position are copied when you cliông xã on any object, & can then be applied khổng lồ another object.
Adding and Sharing Text Assets with CC Libraries
For over two years, InDesign users have been able khổng lồ store objects, color swatches, & paragraph & character styles in CC Libraries. (To learn more about CC Libraries, read InDesign Magazine #83, “Creative sầu Cloud Libraries.”) These objects can be shared between InDesign documents & also used in Adobe Illustrator & Adobe Photosiêu thị.
What has been missing is the ability to repurpose text assets (from a sentence to lớn an entire story). Beginning in InDesign CC 2018, you can drag text or a text frame inlớn a CC Library. This text can be used in either another InDesign CC 2018 tệp tin, or in an Adobe Illustrator CC 2018 document. As with other CC library assets, you can use them yourself, or you can share them with other users. Text assets retain their paragraph and character styles & other attributes, such as color, that are applied khổng lồ them.Adding a Text Asset to lớn a CC Library
You can select any amount of text in a story with the Type tool, and clichồng the Add Content (+) thực đơn at the bottom of the CC Libraries panel. Select the Text checkbox, & click Add lớn add the text to the new Text category in the current CC library (Figure 6). You’re also given the opportunity to add paragraph and/or character styles or save the text as a graphic.
Figure 6: Text assets can now be stored in a CC library for reuse either in Adobe InDesign CC 2018 or Illustrator CC 2018.
Alternatively, you can select the text frame with the Selection tool to lớn add all the text in the frame in the same way. If you select a text frame, you can drag và drop it over a CC library khổng lồ add the text.Using a Library Text Asmix in InDesign CC 2018
You can repurpose a saved CC library text asmix in an InDesign CC 2018 document in one of four ways:In InDesign CC 2018, you can drag the text asphối from the CC Library (or right-click the asmix & choose Place Linked). This copies all the formatting from the original and also creates a link from the text frame lớn the text asset in the library. You’ll see a cloud ibé on the text frame just as you would for a library linked graphic (see Figure 7C below). Use this method when you want assets lớn be kept updated to lớn the library copy of the text.
TIP: Library linked text shows a Text ibé in the Links panel, much like a locally linked text or spreadsheet file. The Link Info shows the path khổng lồ the CC Library.You can Alt/Option-drag the text asmix from the CC Library panel (or right-cliông xã the asmix and choose Place Copy). This copies the formatted text from the library but doesn’t liên kết it. If the library text changes, the copy won’t be updated.You can also Shift-drag the text asset from the CC Library to lớn import the text without saving any previous formatting (or right-cliông xã the asphối and choose Place Without Styles). You could use this when you want this text lớn match the styling of text already in your document.If your insertion point is already in a text frame, right-cliông chồng and choose Place Inline to insert the text asmix. The incoming text also forgets its styling & matches the existing text frame formatting.
chú ý that there is no option lớn link to text in a CC library without including formatting information. For example, you might want to lớn put text such as a phone number in a CC Library and then liên kết khổng lồ it from several documents, formatting it differently in each tệp tin. That isn’t easy khổng lồ vị currently.Exchanging text with Adobe lllustrator CC 2018
If you’ve ever tried to lớn exchange formatted text between InDesign & Illustrator, you’ll be relieved khổng lồ hear it is finally possible with CC Library text. (Of course you also need khổng lồ be using the CC 2018 versions of both InDesign & Illustrator.) When text is exchanged, the applications maintain the styling lớn the highest degree possible. Any text property which exists in both applications will be maintained.
For example, if you created some text in InDesign which was formatted with Adobe Garamond Pro, 12-point kích thước, with 14-point leading, a first line indent, the color xanh, và Keep Options, Illustrator would convert all the values to matching values in Illustrator. But the Keep Options would be dropped, since that feature doesn’t exist in Illustrator.
To place the formatted text in Illustrator CC 2018, drag without a modifier key from the Library panel. Or, drag with the Shift key khổng lồ place unformatted text. Unfortunately, at this time, Illustrator doesn’t tư vấn linking text khổng lồ a CC library.
TIP: You can tell which application created the text if you view the CC library in List view. An AI or ID icon on a text asmix indicates the originating application.Editing a text asmix in CC Libraries
You can edit a text asmix in a CC library. To vì so, either double-cliông xã the asset or right-clichồng and choose Edit. A temporary tệp tin opens in the text’s original application. Make changes to the text and/or formatting, and save the file. InDesign-created text assets must be edited in InDesign. Illustrator-created text assets must be edited in Illustrator (Figure 7B).
If an InDesign tệp tin with a library-linked text asset is open when the asset is updated, the InDesign file is updated immediately. If it is closed, it will be updated when the InDesign tệp tin is opened (Figure 7C).
Figure 7: Formatted Adobe Illustrator CC 2018 text was added khổng lồ a CC library (A). The text asphối was Place Linked inkhổng lồ InDesign CC 2018, creating a links to the library. Later, the library asphối was edited in Illustrator (B). The InDesign copy of the library asmix is automatically updated. The cloud ibé on the text frame indicates a library linked asphối (C).
Font Classification & Font Similarity Filters
InDesign has added new font filtering features in the Character & Control panel Font menus in InDesign CC. Previously, we have been able khổng lồ filter by favorites và by Typekit fonts. InDesign CC 2018 adds two more filtering features—Font Classification & Font Similarity (Figure 8).
Figure 8: Font Classification categories can be filtered in the Font thực đơn (top left). A Font Similarity filter can also be displayed. A new blaông xã status strip indicates which filters are turned on.
You can filter fonts in InDesign’s font menus using a Type Classification filter. Over the years, typographers have devised various systems khổng lồ classify fonts. Adobe picked eight of the most comtháng categories for filtering fonts in InDesign CC, as well as Illustrator CC và Photoshop CC.SerifSlab SerifSans SerifScriptBlackletterMonospaceHandwritingDecorativeFont Similarity
When the Font Similarity filter is turned on, InDesign will search for và display fonts that are visually similar to the currently displayed font. Illustrator CC và Photoshop CC have sầu matching Similarity filters, & the results are usually very cthua kém to lớn those you’ll see in InDesign.Applied Filters Notification
It’s common for users lớn forget that phông filtering is turned on and lớn think some of their fonts have disappeared. So another welcome addition is a blaông chồng status strip that appears at the top of the font các mục whenever filtering is applied. This includes filtering for Typekit fonts, favorite fonts, font similarity, or font classification. You can see this blaông xã strip in Figure 8.
Duden Hyphenation và Spell Checking for German
For InDesign users who publish in the German language, a most welcome new feature in the upcoming InDesign CC 2018 will be native InDesign tư vấn for the Duden dictionary. Duden is a well-respected dictionary authority in Germany (similar khổng lồ Webster’s in the U.S.) that allows for more accurate hyphenation and spell-checking of German words.
Additionally, InDesign will include a new, updated German language variant in the Language drop-down menu: “German: Austria 2006 Resize.” The new dictionary & Duden integration will also be supported in InCopy and InDesign Server, to lớn smooth German language workflows that incorporate editorial rounds & automation.
InDesign has supported the Proximity & Hunspell dictionaries for German, just as for the other language dictionaries, but knowledgeable users of German consider them inferior. Often, they require the InDesign user or their editor lớn manually kiểm tra every auto-hyphenated German word, many of which need correcting, before a project can be published. Using the new Duden options, InDesign’s auto-hyphenation and spell-checking will be much more accurate.
You can read the official Adobe announcement about the Duden dictionary support here. Also, Tyên Gouder, author of the German language InDesign-Blog.de, has posted video clip showing the new Duden features.
If you don’t speak German, here’s how you’ll soon be able to lớn use the Duden dictionary for the German language:Choose Edit > Preferences > Dictionary (Windows) or InDesign > Preferences > Dictionary (Mac OS)Select one of the following languages from the Language drop-down menu:German: 1996 ReformGerman: 2006 ReformGerman: Austria 2006 Reform (a new option in this release)German: SwissGerman: Swiss 2006 ReformChoose Duden from the Hyphenation drop-down menu, if it’s not selected by mặc định. At the bottom of the dialog box, under Duden Dictionary, select Show Duden Hyphenation Options.Duden Hyphenation
Duden hyphenation options are available (1) when creating a paragraph style in the Hyphenation panel, or (2) in the Paragraph panel menu or Control anel thực đơn > Hyphenation (Figure 9).
Figure 9: The Duden German dictionary provides improved hyphenation and spell checking.
The following Duden hyphenation styles are available:
All: All hyphenations that are technically “correct.” For example, both Auto-bahn and Au-tobahn are correct.
All but unaesthetic: All possible hyphens (but no unaesthetic hyphens).
Aesthetic: Only hyphens that have sầu been explicitly marked as aesthetic hyphens (Auto-bahn but not Au-tobahn)
Preferred aesthetic: Uses aesthetic hyphenation if possible, but falls back to normal hyphens for words longer than 6 characters và without aesthetic hyphens.Spell Checking
There are four spell-checking styles for the Duden dictionary, & based on the style you select, one or both the variants are accepted. Duden is selected by default. You can select other options from Preferences > Dictionary > Spelling. The following options are available:
Duden: Only the correct variation recommended by Duden is accepted. Other variants are marked as errors.
Conservative: Accept only old spelling variants like Delphin but not Delfin. Similarly, Graphik is accepted but not Grafik (ph instead of f).
Tolerant: Accept any valid spelling. For example, both Graphik and Grafik are correct. Similarly, both Delphin and Delfin are correct.
Press agencies: Same as Duden recommendations but with a different rule mix agreed by multiple press agencies and publishing houses.
We’re sure that our colleagues who work with German text in InDesign will be more than pleased by this addition lớn InDesign CC 2018.
Export HTML Improvements
If you’ve sầu ever tried lớn export HTML from InDesign, you’ve probably noticed that it loves to add class & id tags lớn almost every paragraph and object—it can be very overwhelming và a pain to clean up. Fortunately, a new cửa nhà in the Advanced panel of the HTML Export dialog box—labeled Don’t Include Classes in HTML—allows you lớn exclude all these extraneous materials. It removes the class and id attributes present in the tag, và even many redundant div tags present in the HTML, to create clean-looking HTML và remove sầu unnecessary grouping of nội dung.
In addition, in the Edit All Export Tags dialog box (which you can find in the Paragraph Styles panel menu), you can now specify whether to include classes in exported HTML for individual tags (Figure 10).
Figure 10: You can now control which classes are included in HTML when exporting.
There are also some minor (but welcome) new features và fixes.Ability lớn Add Gradients to lớn a Swatch Group
Several versions ago, when InDesign added the ability to group swatches in the Swatches panel, gradient swatches were excluded. Now, in CC 2018, you can add gradient swatches khổng lồ a group, or create a gradient swatch directly within a group.PDF Accessibility Enhancements
PDF accessibility has been much improved in InDesign CC 2018 with several enhancements. Professionals who need these accessibility features will find this InDesign version is a major advance. The enhancements include:Alt Text: In earlier versions of InDesign, you could not tag InDesign native objects & graphics as figures in an exported PDF. Now you can vì chưng that using Object > Object Export Options, & Adobe Acrobat & screen readers can read the alternative text text (Figure 11).
Figure 11: With new PDF accessibility features, you can use the Object Export Options dialog box to tag an InDesign native sầu object (A). The results can be viewed in Adobe Acrobat và recognized by screen readers (B).
Footnote Tagging is now properly supported.Anchored Text Frames và Anchored Groups Tagging are now properly tagged.Master Page Tagging is now handled properly: page objects on a master page now correctly show an artifact tag in Acrobat. When a master page object is overridden, it will now show the tags of such an object.Index Tagging: Now indexes are properly mapped to index only (rather than simply mapped to paragraph).Language is exported in the tagged text as set by the user.List Tagging: The correct structure of nested danh sách tagging is exported.Caption Tagging: A Live sầu Caption now gets a caption tag as a child of a figure tag.TOC: TOC tagging structure is now implemented. It is mandatory for a TOC with hyperliên kết khổng lồ have sầu tags.Start Screen and Recent Files ChangesThe Recent Files workspace previously introduced has been removed. Small improvements in organization have sầu been made in the Start Screen.New Document Dialog Box for MENA Versions: Beginning with InDesign CC 2018, MENA (Middle Eastern and North Africa) versions can choose from a variety of templates previously only for Roman languages.Ability lớn Remove Forced Line Breaks in TOC
There is a new option khổng lồ Remove sầu Forced Line Break at the bottom of the Table of Contents dialog box (Layout > Table of Contents). This automates one of the most common clean-up actions users take when building tables of contents.Application Name and Version in Application Bar
In InDesign CC 2018 & some other Creative sầu Cloud 2018 applications, the application name và version now appear in the Application Bar. That could make it easier to distinguish application windows. Unfortunately, this feature is more likely to be seen on a Mac, since Mac menus are part of the operating system UI và are displayed above the window. In Windows, the menus are on the Application Bar, và most Windows displays may not have the space to lớn show the feature.Stability and Speed
Many common sources of InDesign crashes have sầu been fixed. Plus, Adobe’s internal tests show an average reduction in launch time in InDesign CC 2018 by 30% compared to CC 2017.Bugs from Previous Versions Fixed
Over 20 bugs were fixed, including the following:Bigger Fill và Stroke icons in the Swatches panel and Tools panelInDesign CC 2017.1’s new “flat interface” made some fields (e.g., in Spell Checking) virtually invisible. These have been fixed.Paragraph Shading color no longer changes in a document when opened in a new InDesign version.Transformation values that appear near the cursor weretiny on a Retimãng cầu display device and are now enlarged.Problems with scrolling in the Glyphs panelhave sầu been resolved.The reference point widgets on the Control panel & Transkhung panel have sầu been enlarged.
Opening InDesign CC 2018 Files in an Earlier VersionIn the InDesign CC 2014.2 update (January 2014), a feature was added which makes opening newer versions possible if you have sầu a Creative Cloud subscription. If you have an earlier version of InDesign CC, CC năm trước, CC năm ngoái, or CC 2017, when you attempt lớn open an InDesign CC 2018 file, you’ll see a dialog box. It will tell you that the tệp tin needs lớn be converted to your version. It also warns that features in the newer version may be modified or omitted. All you have to bởi vì is clichồng the Convert button, & the Creative sầu Cloud will convert it.
A Good Year for InDesigners
InDesign CC 2018 includes a pleasing phối of major new features & minor enhancements that should gratify a large audience. In addition, it makes progress with greater stability and faster launch speed, and it fixes bugs introduced in earlier versions. I’m looking forward khổng lồ using it!