Quark QuarkXPress - 2016 User Manual

A Guide to QuarkXPress
2016

Contents

About this guide.........................................................................16

What we're assuming about you.....................................................................16

Where to go for help.......................................................................................16

Conventions....................................................................................................16

Technology note..............................................................................................17

The user interface.......................................................................19

Tools................................................................................................................19

Scissors XTensions software....................................................................................22

Shape of Things XTensions software.......................................................................22

Menus..............................................................................................................23

QuarkXPress menu (Mac OS X only).......................................................................23

File menu.................................................................................................................23

Edit menu................................................................................................................24

Style menu...............................................................................................................26

Item menu...............................................................................................................29

Page menu..............................................................................................................31

Layout menu............................................................................................................31

Table menu.............................................................................................................32

View menu...............................................................................................................33

Utilities menu...........................................................................................................34

Window menu.........................................................................................................36

Help menu ..............................................................................................................38

Context menus................................................................................................38

Palettes...........................................................................................................38

Advanced Image Control palette............................................................................39

Books palette..........................................................................................................39

Callout Styles palette..............................................................................................40

Colors palette..........................................................................................................40

Color Blends palette...............................................................................................40

Conditional Styles palette.......................................................................................41

Content palette.......................................................................................................41

Content Variables palette.......................................................................................41

Footnote Styles palette...........................................................................................42

Glyphs palette.........................................................................................................43

Grid Styles palette...................................................................................................43

Guides palette.........................................................................................................44

HTML5 Palette.........................................................................................................44

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Hyperlinks palette...................................................................................................44

Index palette...........................................................................................................45

Item Styles palette...................................................................................................45

Layers palette..........................................................................................................45

Lists palette.............................................................................................................46

Measurements palette.............................................................................................46

Measurements palette - Mac OS X.........................................................................47

Measurements palette - Windows...........................................................................49

Page Layout palette................................................................................................50

Profile Information palette......................................................................................50

Redline palette........................................................................................................51

Reflow Tagging palette...........................................................................................51

Scale palette............................................................................................................51

Style Sheets palette.................................................................................................51

Table Styles palette.................................................................................................52

Tools palette...........................................................................................................52

Palette groups and palette sets..............................................................................52

Layout controls................................................................................................54

Views and view sets........................................................................................54

Splitting a window...................................................................................................55

Creating a window..................................................................................................55

Using Story Editor view...........................................................................................56

View sets..................................................................................................................56

Projects and layouts...................................................................58

Working with projects.....................................................................................58

Options for Print layouts.........................................................................................59

Saving and naming a QuarkXPress project.............................................................60

Exporting layouts and projects................................................................................60

Custom page size....................................................................................................60

Working with layouts......................................................................................62

Project-level and layout-level resources..................................................................63

Working with guides.......................................................................................63

Column and margin guides.....................................................................................64

Ruler guides............................................................................................................64

Snapping to guides.................................................................................................65

Dynamic Guides......................................................................................................65

Undoing and redoing actions..........................................................................66

Native QuarkXPress objects......................................................67

Convert existing item to a native QuarkXPress object...................................67

Import an object as a native QuarkXPress object...........................................68

Content variables.......................................................................70

Edit content variables.....................................................................................71

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Create a custom content variable...................................................................72

Insert a content variable.................................................................................74

Boxes, lines, and tables..............................................................75

Understanding items and content...................................................................75

Understanding handles....................................................................................76

Understanding Bézier shapes..........................................................................77

Drop Shadow XTensions software..................................................................80

Item Find/Change XTensions software...........................................................81

Working with boxes........................................................................................82

Creating text and picture boxes..............................................................................82

Resizing boxes.........................................................................................................84

Locking box and picture proportions......................................................................84

Reshaping boxes.....................................................................................................85

Adding frames to boxes..........................................................................................85

Applying colors to boxes........................................................................................85

Applying blends to boxes.......................................................................................86

Merging and splitting boxes...................................................................................86

Adding text and pictures to boxes..........................................................................87

Changing box type..................................................................................................87

Creating a box from a clipping path.......................................................................87

Super Step and Repeat XTensions software...........................................................87

ShapeMaker XTensions software............................................................................88

Working with lines...........................................................................................93

Creating lines..........................................................................................................93

Line modes for orthogonal lines.............................................................................93

Resizing lines...........................................................................................................94

Reshaping lines.......................................................................................................94

Controlling line appearance....................................................................................94

Joining lines............................................................................................................95

Joining, extending and closing open paths............................................................95

Manipulating items..........................................................................................95

Selecting items........................................................................................................95

Moving items...........................................................................................................96

Cutting, copying, and pasting items.......................................................................96

Controlling the stacking order of items...................................................................96

Grouping items.......................................................................................................97

Duplicating items....................................................................................................98

Spacing and aligning items ....................................................................................98

Rotating items.........................................................................................................98

Skewing items.........................................................................................................99

Locking and unlocking items...................................................................................99

Anchoring items and groups in text........................................................................99

Working with callouts....................................................................................100

Understanding callouts..........................................................................................100

Creating a callout..................................................................................................102

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Configuring a callout anchor.................................................................................103

Working with callout styles....................................................................................103

Callouts and runaround.........................................................................................104

Working with tables......................................................................................105

Drawing a table.....................................................................................................105

Converting text to tables......................................................................................106

Importing Excel tables...........................................................................................107

Importing Excel charts...........................................................................................109

Inline tables...........................................................................................................109

Table styles............................................................................................................110

Adding text and pictures to tables........................................................................111

Editing table text ..................................................................................................111

Linking table cells..................................................................................................112

Formatting tables..................................................................................................113

Formatting gridlines..............................................................................................113

Inserting and deleting rows and columns.............................................................114

Combining cells.....................................................................................................115

Manually resizing tables, rows, and columns........................................................115

Converting tables back to text..............................................................................115

Working with tables and groups...........................................................................115

Continuing tables in other locations.....................................................................115

Table Import XTensions software..........................................................................119

Text and typography................................................................121

Editing text...................................................................................................121

Fit Box to Text feature...........................................................................................121

Importing and exporting text.......................................................................122

Importing and exporting text with Unicode options.............................................123

Finding and changing text.............................................................................123

Special character codes.........................................................................................125

Working with footnotes and endnotes.........................................................126

Inserting footnotes and endnotes.........................................................................126

Footnote/Endnote styles.......................................................................................127

Footnote separators..............................................................................................130

Checking spelling..........................................................................................132

Auxiliary dictionaries.............................................................................................133

Counting words and characters.....................................................................134

Applying character attributes.......................................................................135

Applying a font......................................................................................................135

Choosing a font size..............................................................................................136

Applying type styles..............................................................................................136

Applying color, shade, and opacity......................................................................137

Applying horizontal or vertical scale.....................................................................137

Applying baseline shift..........................................................................................138

Applying emphasis................................................................................................138

Controlling half-width characters .........................................................................138

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Counting characters..............................................................................................139

Working with font sets...........................................................................................139

Working with grouped characters.........................................................................140

Aligning characters on a line.................................................................................140

Applying multiple character attributes..................................................................142

Applying paragraph attributes......................................................................143

Controlling alignment...........................................................................................143

Controlling indentation.........................................................................................144

Controlling leading...............................................................................................145

Controlling space before and after paragraphs....................................................146

Setting tabs...........................................................................................................146

Controlling widow and orphan lines.....................................................................146

Working with non-breaking character sets............................................................147

Format painter..............................................................................................148

Controlling kerning.......................................................................................148

Kerning manually...................................................................................................148

Kerning automatically............................................................................................149

Controlling hyphenation and justification.....................................................149

Specifying hyphenation exceptions......................................................................151

Hyphenation exception files..................................................................................152

Using discretionary hyphens.................................................................................160

Controlling tracking.......................................................................................161

Tracking manually..................................................................................................161

Editing tracking tables...........................................................................................161

Sending ................................................................................................................162

Working with style sheets.............................................................................162

Creating and editing paragraph style sheets........................................................162

Creating and editing character style sheets..........................................................165

Applying style sheets............................................................................................167

Appending style sheets.........................................................................................168

Working with conditional styles....................................................................168

Creating a conditional style...................................................................................170

Applying a conditional style..................................................................................172

Removing conditional styles..................................................................................173

Using conditional style markers.............................................................................173

Editing a conditional style.....................................................................................174

Bullets and numbering...................................................................................174

Working with bullet styles.....................................................................................175

Working with numbering styles.............................................................................176

Working with outline styles...................................................................................178

Bullets, numbering, outlines, and style sheets......................................................180

Positioning text in text boxes.......................................................................181

Using baseline grid................................................................................................181

Aligning text vertically...........................................................................................181

Specifying text inset..............................................................................................182

Specifying story direction......................................................................................182

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Controlling font usage...................................................................................183

Converting text to boxes..............................................................................183

Using text runaround....................................................................................183

Running text around all sides of an item...............................................................184

Running text around lines and text paths..............................................................184

Running text around text boxes ...........................................................................184

Running text around pictures................................................................................185

Fine-tuning a runaround path...............................................................................186

Editing a runaround path......................................................................................186

Working with text paths...............................................................................187

Creating drop caps........................................................................................188

Creating rules above and below paragraphs................................................188

Using anchored boxes...................................................................................188

Anchoring boxes and lines in text.........................................................................188

Cutting, copying, pasting, and deleting anchored boxes and lines.....................189

Unanchoring boxes and lines................................................................................189

Working with OpenType fonts......................................................................189

Applying OpenType styles....................................................................................190

Using ligatures.......................................................................................................192

Working with OpenType stylistic sets...................................................................193

Working with the Glyphs palette..................................................................196

Displaying invisible characters......................................................................197

Inserting special characters...........................................................................197

Inserting spaces.....................................................................................................197

Inserting other special characters..........................................................................197

Specifying character language......................................................................197

Using font fallback........................................................................................198

Working with font mapping rules.................................................................198

Working with design grids............................................................................199

Understanding design grids..................................................................................199

Design grid basics.................................................................................................202

Working with grid styles........................................................................................213

Using design grids.................................................................................................216

Working with rubi text..................................................................................217

Rubi alignment options.........................................................................................219

Mono rubi..............................................................................................................221

Rubi base alignment options.................................................................................222

Rubi overhang options..........................................................................................223

Working with hanging characters.................................................................225

Creating hanging character classes.......................................................................227

Creating hanging character sets ..........................................................................228

Applying hanging character sets...........................................................................229

Working with Mojigumi sets and classes.......................................................229

Creating and editing Mojigumi character classes.................................................230

Creating and editing Mojigumi sets......................................................................230

Applying Mojigumi sets........................................................................................233

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Character mapping for legacy projects.........................................................234

Mapping for projects that use UDA/VDA characters............................................234

Mapping for projects that use custom characters.................................................235

Type Tricks....................................................................................................236

Make Fraction........................................................................................................236

Make Price.............................................................................................................236

Word Space Tracking............................................................................................237

Line Check.............................................................................................................237

Custom Underline.................................................................................................238

Hyperlinks.....................................................................................................239

Creating a destination...........................................................................................240

Creating an anchor................................................................................................241

Creating a hyperlink using an existing destination...............................................241

Creating a hyperlink from scratch.........................................................................242

Showing links in the Hyperlinks palette.................................................................242

Formatting hyperlinks............................................................................................242

Editing and deleting destinations.........................................................................243

Editing and deleting anchors................................................................................243

Editing and deleting hyperlinks............................................................................243

Navigating using the Hyperlinks palette...............................................................243

Pictures.....................................................................................244

Working with pictures...................................................................................244

Importing a picture................................................................................................244

Moving pictures.....................................................................................................245

Resizing pictures....................................................................................................245

Cropping pictures.................................................................................................245

Rotating and skewing pictures..............................................................................245

Coloring and shading pictures..............................................................................245

Flipping pictures....................................................................................................246

Listing, verifying status of, and updating pictures.................................................246

Specifying background colors for pictures............................................................246

Maintaining picture attributes...............................................................................246

Working with clipping paths.........................................................................247

Creating clipping paths.........................................................................................247

Using embedded clipping paths...........................................................................248

Manipulating clipping paths..................................................................................248

Creating special effects with clipping paths..........................................................249

Working with alpha masks............................................................................249

Working with PSD pictures...........................................................................250

Preparing PSD files................................................................................................251

Working with PSD layers.......................................................................................251

Working with PSD channels...................................................................................252

Working with PSD paths........................................................................................253

Printing with PSD Import.......................................................................................253

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Cross references.......................................................................254

Inserting a cross reference............................................................................254

Synchronizing cross references.....................................................................256

Color, opacity, and drop shadows............................................257

Working with colors......................................................................................257

The Colors palette.................................................................................................257

The Colors dialog box...........................................................................................258

Creating a color.....................................................................................................258

Creating multi-color blends...................................................................................259

Editing a color.......................................................................................................261

Duplicating a color................................................................................................261

Deleting a color.....................................................................................................262

Adding colors using the color picker tool.............................................................262

Importing colors from another article or project...................................................263

Changing all instances of one color to another color...........................................263

Applying color and shade.....................................................................................263

Applying color and shade to text..........................................................................263

Applying color and shade to lines.........................................................................264

Working with opacity....................................................................................264

Specifying opacity.................................................................................................264

Specifying opacity for groups...............................................................................264

Creating blends with transparency........................................................................265

Color management........................................................................................265

Source setups and output setups..........................................................................265

The color management experience for users........................................................265

Working with source setups and output setups from a color expert....................266

Working in a legacy color management environment..........................................267

Proofing color on screen (soft proofing)................................................................267

Color management for experts.............................................................................268

Creating a source setup........................................................................................268

Creating an output setup......................................................................................269

Managing profiles.................................................................................................270

Working with drop shadows.........................................................................271

Applying drop shadows........................................................................................271

Customizing drop shadows...................................................................................272

Incorporating drop shadows with items................................................................272

Custom Bleeds..........................................................................273

Using Custom Bleeds.....................................................................................273

Using Clip at Bleed Edge...............................................................................274

DejaVu XTensions software (Windows only) ...........................275

Document construction............................................................276

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Using automatic page numbering.................................................................276

Creating an automatic text box....................................................................276

Working with master pages..........................................................................277

Creating a master page.........................................................................................277

Applying master pages.........................................................................................281

Updating master pages.........................................................................................281

Master pages and layout families..........................................................................282

Working with layers......................................................................................282

Understanding layers.............................................................................................283

Creating layers......................................................................................................283

Selecting layers.....................................................................................................283

Showing and hiding layers....................................................................................284

Determining which layer an item is on..................................................................285

Deleting layers......................................................................................................285

Changing layer options.........................................................................................285

Moving items to a different layer..........................................................................286

Copying and pasting items between layers..........................................................286

Changing the stacking order of layers..................................................................287

Layers and text runaround.....................................................................................287

Duplicating layers..................................................................................................288

Merging layers.......................................................................................................288

Locking items on layers.........................................................................................289

Using master pages with layers.............................................................................289

Suppressing printout of layers...............................................................................289

Using PDF layers...................................................................................................290

Working with lists.........................................................................................290

Preparing for lists..................................................................................................290

Creating a list........................................................................................................291

Importing lists from another document................................................................292

Navigating with lists..............................................................................................292

Building lists..........................................................................................................292

Updating lists........................................................................................................293

Working with indexes...................................................................................293

Specifying the index marker color.........................................................................293

Creating index entries...........................................................................................293

Creating cross-references......................................................................................295

Editing an index entry...........................................................................................296

Deleting an index entry.........................................................................................297

Specifying the punctuation used in an index........................................................297

Building an index...................................................................................................298

Editing final indexes..............................................................................................299

Working with books......................................................................................299

Creating books......................................................................................................300

Working with chapters...........................................................................................301

Controlling page numbers....................................................................................302

Synchronizing chapters.........................................................................................303

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Printing chapters...................................................................................................305

Generate a PDF from a Book................................................................................305

Creating indexes and tables of contents for books..............................................306

Working with libraries...................................................................................306

Creating libraries...................................................................................................307

Adding library entries............................................................................................308

Retrieving library entries........................................................................................308

Manipulating library entries...................................................................................308

Working with labels...............................................................................................308

Saving libraries......................................................................................................309

Guide Manager Pro XTensions software.......................................................309

Using the Guides palette......................................................................................310

Guides palette menu.............................................................................................311

Creating guides with Guide Manager Pro.............................................................312

Creating grids with Guide Manager Pro...............................................................313

Creating rows and columns...................................................................................315

Creating bleed and safety guides.........................................................................316

Scale XTensions software..............................................................................318

Cloner XTensions software...........................................................................320

ImageGrid XTensions software.....................................................................321

Linkster XTensions software.........................................................................323

Output......................................................................................325

Printing layouts.............................................................................................325

Updating picture paths.........................................................................................325

Setting Print dialog box controls...........................................................................325

Print dialog box.....................................................................................................327

Printing color separations......................................................................................332

Printing color composites......................................................................................333

Exporting layouts..........................................................................................334

Exporting a layout in EPS format...........................................................................334

Exporting a layout in PDF format..........................................................................335

Creating a PostScript file.......................................................................................337

Exporting a layout as an image.............................................................................337

Using Collect for Output...............................................................................337

Working with output styles...........................................................................339

App Studio output styles.......................................................................................339

Working with trapping..................................................................................341

Understanding flattening and production issues..........................................341

PDF Filter XTensions software......................................................................341

Importing a PDF file into a picture box.................................................................341

Collaboration and single-sourcing............................................343

Working with shared content........................................................................343

Sharing and synchronizing content.......................................................................344

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Understanding synchronization options................................................................346

Placing a synchronized item..................................................................................347

Placing synchronized content................................................................................347

Importing content into the shared content library................................................347

Working with Composition Zones.................................................................347

Understanding Composition Zones......................................................................347

Creating a Composition Zones item.....................................................................350

Placing a Composition Zones item................................................................352

Managing multiple pages in a placed Composition Zones item..........................353

Editing the attributes of a Composition Zones item.............................................354

Converting a Composition Zones item to a picture..............................................354

Unsynchronizing a Composition Zones item.........................................................355

Editing a composition layout: Content..........................................................355

Editing the contents of a composition layout...............................................355

Unsynchronizing a composition layout..........................................................356

Deleting a composition layout......................................................................356

Notes........................................................................................357

Creating notes...............................................................................................357

Working with notes.......................................................................................358

Opening and closing notes...................................................................................358

Showing and hiding notes.....................................................................................358

Deleting notes.......................................................................................................358

Converting between notes and text......................................................................358

Viewing notes by author, date, name, or color.....................................................358

Moving and resizing notes....................................................................................359

Printing notes........................................................................................................359

Notes in PDFs........................................................................................................359

Redline......................................................................................360

Tracking changes...........................................................................................360

Viewing tracked changes..............................................................................361

Accepting and rejecting changes..................................................................362

Job Jackets...............................................................................363

Understanding Job Jackets...........................................................................363

What are Job Jackets?..........................................................................................364

The structure of Job Jackets.................................................................................364

Sample Job Jackets workflow...............................................................................368

Working with Job Jackets.............................................................................369

Basic mode and Advanced mode.........................................................................369

Creating Job Jackets files.....................................................................................370

Working with Job Tickets..............................................................................374

Creating a Job Ticket template.............................................................................374

Adding a layout definition to a Job Ticket: Advanced mode...............................378

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Applying a Job Ticket template to a project.........................................................379

Applying a layout definition to a project...............................................................382

Exporting and importing Job Tickets....................................................................382

The default Job Jackets file...........................................................................383

Editing the default Job Ticket template: File menu..............................................383

Editing the default Job Ticket template: Utilities menu........................................383

Editing the default Job Jackets file.......................................................................384

Working with Resources: Advanced mode...................................................384

Accessing Resources: Advanced mode.................................................................384

Configuring Resources: Advanced mode..............................................................385

Specifying the location of Resources: Advanced mode........................................386

Working with Layout Specifications..............................................................387

Creating a Layout Specification: Advanced mode................................................387

Applying a Layout Specification to a layout..........................................................388

Working with Rules and Rule Sets.................................................................390

Creating Rules: Advanced mode..........................................................................391

Adding Rules to a Rule Set: Advanced mode.......................................................393

Applying a Rule Set to a layout.............................................................................394

Evaluating a layout........................................................................................395

Job Jackets locking.......................................................................................397

Printing with JDF output...............................................................................398

Working with multiple languages.............................................400

Applying a character language......................................................................400

Changing the program language...................................................................401

XTensions software..................................................................402

Working with XTensions modules.................................................................402

Installing XTensions modules................................................................................402

Enabling and disabling XTensions modules.........................................................402

Working with XTensions sets (Windows only) ......................................................403

Item Styles XTensions software....................................................................403

Using the Item Styles palette................................................................................403

Creating Item Styles..............................................................................................404

Checking Item Style usage....................................................................................405

Script XTensions software.............................................................................406

Box Tools submenu...............................................................................................407

Grid submenu........................................................................................................407

Images submenu...................................................................................................407

Picture Box submenu............................................................................................407

Saving submenu....................................................................................................407

Special submenu...................................................................................................408

Stories submenu....................................................................................................408

Tables submenu....................................................................................................408

Typography submenu...........................................................................................408

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Word Filter....................................................................................................409

Other XTensions modules.............................................................................409

Preferences...............................................................................411

Understanding preferences...........................................................................411

Nonmatching Preferences alert.............................................................................411

Changes to QuarkXPress preferences...................................................................412

What's in the preferences files..............................................................................412

Application preferences................................................................................413

Preferences — Application — Display..................................................................414

Preferences — Application — Color Theme.........................................................414

Preferences — Application — Key Shortcuts........................................................415

Preferences — Application — Input Settings........................................................415

Preferences — Application — Font Fallback.........................................................416

Preferences — Application — Undo.....................................................................417

Preferences — Application — Open and Save.....................................................417

Preferences — Application — XTensions Manager..............................................418

Preferences — Application — Sharing..................................................................418

Preferences — Application — Fonts.....................................................................418

Preferences — Application — Text Highlighting..................................................418

Preferences — Application — East Asian..............................................................419

Preferences — Application — Dynamic Guides Color..........................................419

Preferences — Application — File List..................................................................419

Preferences — Application — Default Path..........................................................419

Preferences — Application — Index.....................................................................419

Preferences — Application — Job Jackets...........................................................420

Preferences — Application — Notes....................................................................420

Preferences — Application — PDF.......................................................................421

Preferences — Application — Redline..................................................................421

Preferences — Application — Spell-Check...........................................................422

Preferences — Application — Tables....................................................................422

Preferences — Application — Fraction/Price........................................................422

Project preferences.......................................................................................423

Preferences — Project — General.........................................................................423

Layout preferences.......................................................................................423

Preferences — Layout — General.........................................................................423

Preferences — Layout — Measurements..............................................................424

Preferences — Layout — Paragraph.....................................................................425

Preferences — Layout — Character......................................................................426

Preferences — Layout — Tools.............................................................................428

Preferences — Layout — Guides and Grid...........................................................428

Preferences — Layout — Grid Cell Fill..................................................................429

Preferences — Layout — Color Manager..............................................................429

Preferences — Layout — Layers............................................................................430

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Legal notices.............................................................................431

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About this guide

You do not need to read the QuarkXPress® documentation from beginning to end.

Instead, use this guide to quickly look up information, find out what you need to

know, and get on with your work.

What we're assuming about you

In writing this guide, we assume that you are familiar with your computer and know

how to:

• Launch an application

• Open, save, and close files

• Use menus, dialog boxes, and palettes

• Work within a networked computing environment

• Use the mouse, keyboard commands, and modifier keys

Consult the documentation provided with your computer or other resources if you

need more information in any of these areas.

Where to go for help

If you're new to QuarkXPress, or if you want to explore one of its other longstanding

features, consult the following resources:

• Third-party books

• General books about desktop publishing

If your issues are at the system level — saving files, moving files, activating fonts, for

example — consult the documentation resources provided with your computer.

Conventions

Formatting conventions highlight information to help you quickly find what you

need.

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• Bold type style: The names of all dialog boxes, fields, and other controls are set

in bold type. For example: "Click OK."

• References: In descriptions of features, parenthetical references guide you in

accessing those features. For example: "The Find/Change dialog box (Edit menu)

lets you find and replace text."

• Arrows: You will often see arrows (>), which map out the menu path to a feature.

For example: "Choose Edit > Style Sheets to display the Style Sheets dialog box."

• Icons: Although many tools and buttons are referenced by name, which you can

see by displaying ToolTips, in some cases icons are shown for easy identification.

For example, "Click the button on the Measurements palette to center text."

• Cross-platform issues: This application is quite consistent across operating systems.

However, some labels, buttons, key combinations, and other aspects of the

application must differ between Mac OS® and Wi ndows® becaus e of user in terface

conventions or other factors. In such cases, both the Mac OS and Windows versions

are presented, separated by a slash, with the Mac OS version presented first. For

example, if the Mac OS version of a button is labeled Select, and the Windows

version is labeled Browse, you are directed to "Click Select/Browse." More complex

cross-platform differences are mentioned in notes or parenthetical statements.

Technology note

Quark developed QuarkXPress for Mac OS X and Windows to give publishers control

over typography, color, and collaboration. In addition to unique typographic controls,

QuarkXPress offers comprehensive font support, including support for TrueType®,

OpenType®, and Unicode®. Designers can use PANTONE® (the PANT ONE MA TCH ING

SYSTEM®), Hexachrome®, Trumatch®, Focoltone®, DIC®, and Toyo to add color to

page layouts.

QuarkXPress acts as a hub for collaborative publishing environments because it allows

you to import and export content in multiple file formats, and to share design

components with other users. You can import files from applications such as Microsoft®

Word, Microsoft Excel®, Adobe® Illustrator®, and Adobe Photoshop®. QuarkXPress

supports copy paste of content from external applications, and allows the user to

convert the imported vector picture data to Native Objects. You can output content

as PostScript® or in PDF format for Adobe Acrobat® Reader®. QuarkXPress supports

export of digital output in ePub, Kindle format, and HTML5 Publications. The ePub

file is compatible with all prominent ePub Readers and Google Chrome. The Kindle

file is compatible with Kindle devices.You can also export files that can be viewed

using Internet Explorer®, Safari®, Google Chrome®, and Firefox®. Using features such

as Job Jackets® and Composition Zones®, you can be sure that multiple people share

specifications to produce consistent publications, even while working on a single

publication simultaneously.

The QuarkXPress software architecture lets you and software developers expand

publishing capability. Through XTensions® software t echnology, t hird-party dev elopers

can create custom modules for QuarkXPress. QuarkXTensions® (Quark® XTensions

software) also provide a modular approach for meeting your particular publishing

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ABOUT THIS GUIDE

needs. And if you can write AppleScript® scripts, you can use this scripting language

from Apple® to automate many QuarkXPress activities.

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The user interface

Skimming through the QuarkXPress user i nterface, you will find that m any comman ds

are familiar or self-explanatory. Once you become familiar with QuarkXPress menus

and dialog boxes, you will discover that keyboard commands and palettes offer

convenient access to features that you can also access through menus.

Tools

The Tools palette

The Tools palette includes the following controls:

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•

Use the Item tool to select, move, resize, and reshape items (boxes, lines, text

paths, and groups). When the Item tool is not selected, you can press

Command/Ctrl to temporarily access the Item tool.

•

Use the Text Content tool to draw text boxes and work with text in boxes.

•

Use the Text Linking tool to link text boxes.

•

Use the Text Unlinking tool to unlink text boxes.

•

Use the Picture Content tool to draw picture boxes and work with pictures in

boxes.

•

Use the Rectangle Box tool to create a rectangular box. To draw a square box,

press and hold Shift while drawing.

•

Use the Oval Box tool to create an oval box. To create a circular box, press and

hold Shift while drawing.

•

Use the Starburst tool to create a star-shaped box.

•

Use the Composition Zones tool to create a Composition Zones box.

•

Use the Line tool to create straight diagonal lines of any angle. To constrain a

line angle to 45 degrees, press and hold Shift while drawing.

•

Use the Orthogonal Line tool to create orthogonal lines.

•

Use the Bézier Pen tool to create Bézier lines and boxes. To constrain a line

angle to 45 degrees, press and hold Shift while drawing.

•

Use the Add Point tool to add a point to any type of path. Adding a point to

a content box automatically turns the content box into a Bézier item.

•

Use the Remove Point tool to remove a point from any type of path.

•

Use the Convert Point tool to automatically convert corner points to curve

points, and curve points to corner points. Click and drag to change the position

of a point, the curve of a curved line segment, or the position of a straight line

segment. Select this tool and click a rectangular box or straight line to convert

the item to a Bézier box or line.

•

Use the Scissors tool to cut an item into distinct paths.

•

Use the Select Point tool to select curves or points so that you can move them

or delete them. Press Shift and click to select multiple points. Option-click/Alt-click

a point to make it symmetrical.

•

Use the Freehand Drawing tool to draw any shape line or box you want. If

you don't close a freehand box, it remains a line. To automatically close a freehand

box, press Option/Alt.

•

Use the Tables tool to create a table.

•

Use the Zoom tool to enlarge or reduce the document view.

•

Use the Pan tool to reposition the active layout.

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You can use key commands to declare the box content type as you draw using the

Rectangle Box tool: Press R while drawing to declare Picture content or press T while

drawing to declare Text content. To change the content type of an existing box,

right-click on the box and choose Content > Text, Picture or None

For more information about Bézier boxes and lines, see "Creating Bézier boxes" and

"Creating Bézier lines."

To pan the layout while a Pen tool is selected, press Shift+Space and then click and

drag.

To add text to a line or path, select the Text Content tool and double-click the line

or path.

For more information about Composition Zones, see "Creating a Composition Zones

item."

Users can display the Tools pale tte (Windows menu) horizont ally, as well as vert ically.

To display the palette horizontally, on Windows Ctrl+double-click the title bar and on

Mac OS X dock the tool palette to the top edge.

Tool key commands

When no text box or text path is active, you can switch tools quickly using the

following key commands:

Mac OS XWindowsTool

VVItem tool

TTText Content tool

NTText Linking tool

NTText Unlinking tool

RRPicture Content tool

BBRectangle Box tool

BBOval Box tool

BBStarburst tool

BLComposition Zones tool

LPLine tool

LPOrthogonal Line tool

PPBézier Pen tool

PPAdd Point tool

PPRemove Point tool

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Mac OS XWindowsTool

PPConvert Point tool

PPScissors tool

PPSelect Point tool

PPFreehand Drawing tool

GGTable tool

ZZZoom tool

XXPan tool

Scissors XTensions software

Scissors XTensions software adds the Scissors tool to the Tools palette. You can use

the Scissors tool to cut the outline of a box and turn it into a line, or to cut a line or

text path into two.

When the Scissors XTensions software is loaded, the Scissors tool displays in the

QuarkXPress Tools palette. To use the Scissors tool:

1

Select the Scissors tool .

• When a picture box is cut, it is converted to a Bézier line. As a result, the contents

of the box are not retained after the cut is made.

• When a text box is cut, it is converted to a text path.

• When a text path is cut, it is converted into two linked text paths.

2

Select the Select Point tool and click and drag the point to adjust it.

Shape of Things XTensions software

Shape of Things XTensions software adds the Starburst tool to QuarkXPress. You can

use this tool to quickly and easily create star-shaped boxes.

Using the Starburst tool

You can create a star-shaped picture box in two ways.

1 Select the Starburst tool , and then click and drag.

2 To define specific attributes as you create the star burst box, select the Starburst tool,

and then position the crosshair pointer where you want the star-shaped box and

click once. When the Starburst dialog box displays, enter values for the following

fields, and then click OK:

• Star Width

• Star Height

• Number of Spikes

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• Spike Depth: Enter the desired distance from the tip of the spike to the base of

the spike as a percentage.

• Random Spikes: Enter a value between 0 and 100, where 0 is no randomness

applied and 100 is full randomness applied.

Menus

The topics below describe the menus and menu items available in QuarkXPress.

QuarkXPress menu (Mac OS X only)

The QuarkXPress menu is a part of QuarkXPress for Mac OS X. This menu contains

the same commands as in the application menu for other Mac OS X applications —

to hide or show QuarkXPress and other applications, to access preferences, and to quit

QuarkXPress. This menu includes the following commands:

• About QuarkXPress: Use this command to display information about QuarkXPress,

such as the version number.

• Edit License Code: Use this command to change the validation code of an installed

copy of QuarkXPress. By changing this code, you can change a Test Drive

version (formerly called "evaluation copy") of QuarkXPress into a fully functional

version, change the languages supported by the user interface, or change

QuarkXPress into a Plus edition.

• Activate QuarkXPress: Use this command to activate QuarkXPress on your

computer. Available only when QuarkXPress is running in demo mode.

• Check for Updates: Use this command to check for updates to QuarkXPress.

• Quark Update Settings: Use this command to configure automatic update settings.

• Preferences: Lets you modify default values and settings. For more information,

see "Preferences."

• Quit QuarkXPress: Use this command to exit the application.

File menu

The File menu enabl es you to manipulate elec tr onic files in a number of w ays, including

the ability to create, open, print, and save. This menu includes the following

commands:

• New: Choose an option from the New submenu to create a project. If you choose

New Project from Ticket, you can select a Job Ticket from which you can create

the project. You can also use this submenu to create new libraries and books.

• Open: Use this option to open project files.

• Open Recent (Mac OS X only, on Windows, a list of the recently opened files are

displayed at the end of the File menu.): Use this option to open a project from a list

of recently opened files.

• Close: Use this option to close the active project.

• Save: Use this option to save the active project.

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• Save As: Use this option to save a copy of the active project.

• Revert to Saved: Use this option to return the active project to the state it was in

when it was last saved.

• Import: Use this command to import text into a text box or to import a picture

into a picture box.

• Save Text: Use this option to save the contents of the active text box as a separate

file.

• Append: Use this option to append style sheets, colors, layouts, and a variety of

other types of resources from another file.

• Export: Use this option to export a layout as another file type or version.

• Collect for Output: Use this option to copy a file, an output report, and selected

resources into one folder. Collect for output can be performed on all layouts in

the project.

• Job Jackets: Use this submenu to access the specifications and rules for creating

and inspecting a layout, link a project to a Job Jackets file, modify a Job Ticket,

and evaluate a layout.

• Print: Use this option to print the active file.

• Exit (Windows only): Use this option to exit the application.

Edit menu

The Edit menu includes the following commands:

• Undo: Undoes the last action.

• Redo: Redoes an undone action.

• Cut: Cuts the selected content.

• Copy: Copies the selected content to the clipboard.

• Paste: Pastes the clipboard contents on the active page.

• Paste Without Formatting: Pastes the clipboard contents as plain text.

• Paste In Place: Pastes a duplicated or copied item onto the active page at the same

position from which it was originally copied.

• Paste as Native Objects: To convert the item to be pasted to a native QuarkXPress

object.

• Delete (Windows only): Deletes the active content.

• Select All: Selects all content in the active box or text path.

• Show Clipboard (Windows only): Displays the contents of the clipboard.

• Find/Change: Displays the Find/Change palette, which you can use to find and

change text based on content, formatting, or both.

• Item Find/Change: Displays and hides the Item Find/Change palette.

• Preferences (Windows only): Lets you modify default values and settings. For more

information, see "Preferences."

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• Colors: Lets you add, edit, and delete color definitions. For more information,

see "Working with colors."

• Style Sheets: Lets you add, edit, and delete style sheet definitions. For more

information, see "Working with style sheets."

• Item Styles: Lets you add, edit, and delete item definitions that you can apply to

QuarkXPress items with the Item Styles palette (Window menu).

• Callout Styles: Lets you add, edit, and delete callout styles. For more information,

see "Working with callouts."

• Conditional Styles: Lets you add, edit, and delete conditional styles. For more

information, see "Working with conditional styles."

• Bullet, Numbering, and Outline Styles: Lets you add, edit, and delete bullet,

numbering, and outline styles. For more information, see "Bullets and numbering."

• Footnote Styles: Lets you add, edit, and delete footnote styles. For more

information, see "Working with footnotes and endnotes."

• Underline Styles: Lets you access and modify underline styles.

• Hyperlinks: Lets you add, edit, and delete hyperlinks including URLs, anchors,

and page links.

• Hanging Characters: Lets you add, edit, and delete custom hanging character

definitions. For more information, see "Working with hanging characters."

• Lists: Lets you add, edit, and delete list definitions. The Lists feature is a tool for

automatically generating tables of contents and other types of listed content. For

more information, see "Working with lists."

• H&Js: Lets you add, edit, and delete H&J (hyphenation and justification)

definitions. H&Js let you control how text breaks. For more information, see

"Controlling hyphenation and justification."

• Grid Styles: Lets you add, edit, and delete patterns of non-printing design grids

that you can apply to text components. For more information, see "Working with

design grids."

• Dashes and Stripes: Lets you add, edit, and delete custom line patterns.

• Font Sets: Lets you add, edit, and delete custom scaling, sizing, and direction for

specific fonts.

This feature is considered an East Asian feature and is only available when you

have the East Asian preference enabled (QuarkXPress/Edit > Preferences > East

Asian).

• Output Styles: Lets you add, edit, and delete output style definitions. Output

styles let you easily switch between different sets of output options. For more

information, see "Working with output styles."

• Mojigumi: Lets you add, edit, and delete Mojigumi sets and classes. For more

information, see "Working with Mojigumi sets and classes."

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This feature is considered an East Asian feature and is only available when you

have the East Asian preference enabled (QuarkXPress/Edit > Preferences > East

Asian).

• Non-Breaking Character Sets: Lets you add, edit, and delete rules for two-byte

character sets.

This feature is considered an East Asian feature and is only available when you

have the East Asian preference enabled (QuarkXPress/Edit > Preferences > East

Asian).

• Kerning Pairs (Mac OS X only): Lets you control kerning for installed fonts.

• Font Tracking Tables (Mac OS X only): Lets you control tracking for installed

fonts..

• Set Tool Preferences From Selected (Mac OS X only): Lets you set the tool

preferences to the currently selected box's attributes.

• Restore Tool Preferences To Default (Mac OS X only): Lets you restore the tool

preferences back to the defaults.

• Color Setups: Lets you access and modify setups for Source and Output Setups.

• Program Language (Windows only): Lets you change the language of the user

interface.

Style menu

The Style menu changes depending on whether a text box, a picture box, or a line is

active.

Style menu for text

The Style menu for text includes commands for specifying character attributes and

paragraph formats. This menu includes the following commands:

• Font: Lets you change the font of selected text.

• Size: Lets you change the size of selected text.

• Type Style: Lets you apply type styles such as bold, italic, and underline to selected

text. The Type Style sub menu also contains Underline Styles, Make Fraction,

Make Price and Remove Custom Underline (on Mac OS X).

• Color: Lets you change the color of selected text.

• Shade: Lets you set the tint of an applied color.

• Opacity: Lets you control the transparency of selected text.

• Horizontal/Vertical Scale (Windows only): Lets you stretch selected text

horizontally or vertically.

• Kern (Windows only) : Lets you add or remove all manual kerning applied between

characters, or remove kerning from a kerning pair.

• Story Direction: Lets you specify horizontal or vertical story direction for the

selected text box.

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This feature is considered an East Asian feature and is only available when you

have the East Asian preference enabled (QuarkXPress/Edit > Preferences > East

Asian).

• Rubi: Lets you control rubi characters applied to text.

This feature is considered an East Asian feature and is only available when you

have the East Asian preference enabled (QuarkXPress/Edit > Preferences > East

Asian).

• Group Characters: Lets you place horizontal text in a vertical story.

This feature is considered an East Asian feature and is only available when you

have the East Asian preference enabled (QuarkXPress/Edit > Preferences > East

Asian).

• Alignment: Lets you align active paragraphs to the left, right, or center. Also lets

you justify or force-justify selected paragraphs.

• Character Alignment: Lets you align active characters to the top, center, baseline,

or bottom.

In East Asian configuration, the options are: ICF Box Top, ICF Box Bottom,

Embox Top, Embox Center, Embox Bottom and Roman Baseline . These let

you align the small characters in a line to the ICF specified by the large characters.

In vertical text frames, ICF Top/Right aligns the text to the right of the ICF, and

ICF Bottom/Left aligns the text to the left of the ICF.

• Baseline Shift (Windows only): Lets you move selected text up or down in relation

to the baseline without changing line spacing.

• Character (Windows only): Displays the Character Attributes dialog box, which

lets you control every aspect of character formatting for selected text.

• Leading (Windows only): Lets you change the line spacing of selected paragraphs.

• Formats (Windows only): Displays the Paragraph Attributes dialog box, which

lets you control every aspect of paragraph formatting for selected text.

• Tabs (Windows only): Lets you set tab stops for selected paragraphs.

• Rules (Windows only): Lets you create automatic lines above and below selected

paragraphs.

• Paragraph Style Sheet: Lets you apply paragraph style sheets to selected text.

• Character Style Sheet: Lets you apply character style sheets to selected text.

• Footnotes/Endnotes: Lets you view, add and edit footnotes and endnotes.

• Footnote Separator Style: Lets you apply a different footnote separator style.

• Update Style Sheet: Lets you update a character or paragraph style sheet definition

based on local changes to the applied style sheet.

• Item Styles: Lets you view and update applied item styles.

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• Change Case: Lets you change case of selected text to uppercase, lower case, or

title case.

• Flip Horizontal: Lets you flip selected text horizontally.

• Flip Vertical: Lets you flip selected text vertically.

• Cross Reference: Lets you insert and synchronize cross references.

• Hyperlink: Lets you modify and apply a hyperlink, page link, or anchor to selected

text.

• Anchor: Lets you create or modify an anchor for selected text.

• Remove Manual Kerning (Mac OS only) : Lets you remove all manual kerning

applied between characters, or remove kerning from a kerning pair.

• Underline Styles (Windows only): Lets you modify and apply an underline style

to selected text.

Style menu for pictures

The Style menu for pictures includes commands for formatting and editing pictures.

This menu includes the following commands:

• Color: Applies a color to a selected grayscale or one-bit picture.

• Shade: Lets you set the intensity of an applied color.

• Opacity: Lets you control the transparency of a selected picture.

• Halftone (Windows only): Lets you apply a halftone screen pattern to a selected

grayscale picture.

• Stretch Picture To Fit Box: Reduces or enlarges the selected picture horizontally

and vertically to fill its picture box.

• Scale Picture To Box: Reduces or enlarges the selected picture proportionately

to fill its picture box.

• Fit Box To Picture: Reduces or enlarges the picture box to fit the size of the

selected picture.

• Item Styles: Lets you view and update applied item styles.

• Center Picture: Centers the selected picture in its picture box.

• Flip Horizontal: Flips the selected picture horizontally.

• Flip Vertical: Flips the selected picture vertically.

• Convert to Native Objects: Convert the existing item to a native QuarkXPress

object.

• Hyperlink: Lets you modify and apply a hyperlink, page link, or anchor to a

selected picture or box.

• Anchor: Lets you create or modify an anchor for a selected picture or box.

Style menu for lines

The Style menu for lines includes the following commands:

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• Line Style: Lets you apply a line style to a selected line.

• Arrowheads: Lets you apply an arrowhead style to a selected line.

• Width: Lets you adjust the width of a selected line.

• Color: Lets you change the color of a selected line.

• Shade: Lets you set the intensity of an applied color.

• Opacity: Lets you control the transparency of a selected line.

• Item Styles: Lets you view and update applied item styles.

• Hyperlink: Lets you modify and apply a hyperlink, page link, or anchor to a

selected line.

• Anchor: Lets you create or modify an anchor for a selected line.

Item menu

The Item menu i ncludes comman ds for contro lling item attr ibutes, positi ons, groupin g,

sharing, and more.

• Modify (Windows only): Lets you access a comprehensive set of controls such as

color, shade, position, size, frame, runaround, clipping path, and more for an

item.

• Frame (Windows only): Lets you specify frame attributes such as width, style, color,

and opacity for an item.

• Runaround (Windows only): Lets you specify whether text runs inside, outside,

or through a picture or its picture box.

• Clipping (Windows only): Lets you select the clipping type for a given item and

control its outset.

• Duplicate: Lets you create a copy of an item and its contents.

• Step and Repeat (Windows only): Lets you duplicate an active item multiple times

and in any position you specify.

• Super Step and Repeat: Lets you duplicate an active item multiple times and

specify scale, rotation, and shading for the duplicates.

• Delete: Lets you delete a selected item and its contents.

• Lock: Lets you prevent accidental changes to items and their contents by locking

its position or content.

• Fit Box to Text: Reduces or enlarges the text box to fit the size of the text it

contains.

• Send & Bring (Mac OS X only): Lets you move an item one level backward in the

page or layer's stacking order, move an item to the back of the page or layer, move

an item to the front of the page or layer, or move an item one level forward in

the page or layer's stacking order.

• Send Backward (Windows only): Moves an item one level backward in the page

or layer's stacking order.

• Send to Back (Windows only): Moves an item to the back of the page or layer.

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• Bring Forward (Windows only): Moves an item one level forward in the page or

layer's stacking order.

• Bring to Front (Windows only): Moves an item to the front of the page or layer.

• Group: Lets you combine two or more active items (including lines, boxes, text

paths, tables, and other groups) into a group.

• Ungroup: Performs an Ungroup on the currently selected grouped items.

• Ungroup All: Lets you break a group into its component items or groups.

• Insert Inline Table: Lets you insert an inline table.

• Space/Align: Lets you position the selected items evenly with regard to each other

or with regard to the page or spread.

• Constrain: Lets you restrict an item so that it cannot move beyond the boundaries

of the item to which it is constrained.

• Unconstrain: Removes any constrains applied to the item.

• Content: Lets you change the content type of an item.

• Shape: Lets you change the shape of an active item.

• Merge: Lets you merge selected items in a number of ways. (Mac OS X : Merge or

Split Paths)

• Split: Lets you split boxes that contain non-overlapping shapes, split boxes that

contain shapes within shapes, or split boxes that contain a border that crosses

over itself (such as a figure eight). (Mac OS X : Merge or Split Paths)

• Point/Segment Type: Lets you change the point or segment type of an item so

you can manipulate points, curve handles, and line segments.

• Convert Text To Boxes: Lets you convert the contents of a selected text box to

a Bézier box.

• Edit: Lets you modify item shape, runaround, or clipping path.

• Flip Shape: Lets you flip a Bézier shape in its frame either vertically or horizontally.

• Share: Lets you access sharing properties of an item and synchronize or re-use

content such as text, pictures, boxes, lines, and Composition Zones.

• Unsynchronize Size: Removes synchronization of a single instance of the item

without affecting other occurrences of that item (or the synchronization attributes).

• Unsynchronize Item/Content: Removes synchronization of a single instance of

the item without affecting other occurrences of that item (or the synchronization

attributes).

• Drop Shadow (Windows only): Lets you apply or modify an item's drop shadow.

• Copy To Other Layouts: Lets you copy to selected items to another layout.

• Callout Anchor: Lets you configure callout anchors and callouts. For more

information, see "Working with callouts."

• Composition Zones: Lets you create or modify Composition Zones.

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