Quark QuarkXPress - 5.0 User Manual
A Guide to QuarkXPress:
Using QuarkXPress
Legal Notices
ACKNOWLEDGMENTS
Quark, Inc., acknowledges with gratitude the efforts and contributions of all the
team members and departments involved in producing QuarkXPress
and QuarkXPress Passport
™
software and documentation, including: Product
™
software
Management, Program Management, Technical Writers, Quality Assurance,
Research and Development, Software Configuration Management, Common
Components, Technical Support and Worldwide Product Services. Quark also
thanks its alpha and beta testing partners for their help in testing QuarkXPress
and QuarkXPress Passport.
This manual was produced entirely with QuarkXPress Passport and
Quark Publishing System
LEGAL NOTICES
©2002 by Quark Technology Partnership as to the content and arrangement of this
material. All rights reserved.
©1986–2002 by Quark Technology Partnership and its licensors as to the technology.
All rights reserved.
Microsoft Reader Technology ©1999–2000 Microsoft Corporation. All rights reserved.
Information in this document is subject to change without notice and does not represent
a commitment on the part of Quark Technology Partnership or its licensee, Quark, Inc.
Use of the Quark Products is subject to the terms of the end user license agreement or
other applicable agreements for such product/service. In the event of a conflict between
such agreements and these provisions, the relevant agreements shall control.
Quark Products and materials are subject to the copy right and other intellectual property
protection of the United States and foreign countries. Unauthorized use or reproduction
without Quark’s written consent is prohibited.
Quark, QuarkXPress, QuarkXPress Passport, QuarkXTensions, and XTensions are trademarks
of Quark, Inc. and all applicable affiliated companies, Reg. U.S. Pat. & Tm. Off. and in many
other countries. The Quark logo, QuarkCMS, and other Quark related marks which
Quark may adopt from time to time are trademarks of Quark, Inc. and all applicable
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QPS and related marks are trademarks or registered trademarks of Quark, Inc., used
under license by Modulo Systems Corporation. Modulo Systems Corporation is a
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FOCOLTONE and FOCOLTONE Colour System are registered trademarks of
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whole or in part, for private use or for sale, is strictly forbidden. Contact FOCOLTONE, Ltd.
for specific patent information.
TRUMATCH, TRUMATCH Swatching System, and TRUMATCH System are trademarks
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Color Data is produced under license from Dainippon Ink and Chemicals, Inc.
The HASP® system and its documentation are copyrighted by Aladdin Knowledge
Systems Ltd. ©1985 to present. All rights reserved.
™
(QPS™).
ii
Legal Notices
Toyo Ink Mfg. Co., Ltd. is the copyright owner of TOYO INK COLOR FINDER™SYSTEM
AND SOFTWARE which is licensed to Quark, Inc. to distribute for use in connection
with QuarkXPress. TOYO INK COLOR FINDER
not be copied onto another diskette or into memory unless as part of the execution of
QuarkXPress. TOYO INK COLOR FINDER
™
SYSTEM AND SOFTWARE shall
™
SYSTEM AND SOFTWARE © Toyo Ink
Mfg. Co., Ltd., 1991. COLOR FINDER is registered or is in the process of registration as
the registered trademark of Toyo Ink Mfg. Co., Ltd. COLOR FINDER™computer video
simulation used in the product may not match the COLOR FINDER
ally some printer color used in the product may also not match. Please use the COLOR
FINDER
™
book to obtain the accurate color.
™
book, and addition-
Quark, Inc. does not warrant, guarantee, or make any representations regarding the use or
the results of the use of any color system included in Quark products. Video simulations
may not match published color standards. Refer to current materials of the specific color
company (i.e., PANTONE, Inc.; FOCOLTONE, Ltd.; TRUMATCH, Inc.; TOYO INK,
Mfg. Co., Ltd.; or other companies involved in the process of color reproduction) for
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Kodak is a trademark of Eastman Kodak Company.
Microsoft is either a registered trademark or trademark of Microsoft Corporation in the
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Adobe, Acrobat Reader, and Acrobat are registered trademarks of Adobe Systems
Incorporated in the United States and/or other countries.
Pantone® Colors displayed in the software application or in the user documentation may
not match PANTONE-identified standards. Consult current PANTONE Color Publications
for accurate color. PANTONE® and other Pantone, Inc., trademarks are the property of
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Pantone, Inc. is the copyright owner of color data and/or software which are licensed to
Quark, Inc. to distribute for use in combination with QuarkXPress. PANTONE Color Data
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All other trademarks are the properties of their respective owners.
THIRD PARTY XTENSIONS SOFTWARE DISCLAIMER
QUARK IS NOT THE MANUFACTURER OF THIRD PARTY XTENSIONS SOFTWARE
OR OTHER THIRD PARTY SOFTWARE OR HARDWARE (HEREINAFTER “THIRD
PARTY PRODUCTS”) AND SUCH THIRD PARTY PRODUCTS HAVE NOT BEEN CREATED, REVIEWED, OR TESTED BY QUARK, THE QUARK AFFILIATED COMPANIES
OR THEIR LICENSORS. (QUARK AFFILIATED COMPANIES SHALL MEAN ANY
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FUTURE, TOGETHER WITH ANY PERSON, BRANCH, OR ENTITY WHICH MAY
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iii
Legal Notices
QUARK, THE QUARK AFFILIATED COMPANIES AND/OR THEIR LICENSORS MAKE
NO WARRANTIES, EITHER EXPRESS OR IMPLIED, REGARDING THE QUARK
PRODUCTS/SERVICES AND/OR THIRD PARTY PRODUCTS/SERVICES, THEIR MERCHANTABILITY, OR THEIR FITNESS FOR A PARTICULAR PURPOSE. QUARK, THE
QUARK AFFILIATED COMPANIES AND THEIR LICENSORS DISCLAIM ALL WARRANTIES RELATING TO THE QUARK PRODUCTS/SERVICES AND ANY THIRD
PARTY PRODUCTS/SERVICES. ALL OTHER WARRANTIES AND CONDITIONS,
WHETHER EXPRESS, IMPLIED OR COLLATERAL, AND WHETHER OR NOT, MADE
BY DISTRIBUTORS, RETAILERS, XTENSIONS DEVELOPERS OR OTHER THIRD
PARTIES ARE DISCLAIMED BY QUARK, THE QUARK AFFILIATED COMPANIES
AND THEIR LICENSORS, INCLUDING WITHOUT LIMITATION, ANY WARRANTY
OF NON-INFRINGEMENT, COMPATIBILITY, OR THAT THE SOFTWARE IS ERRORFREE OR THAT ERRORS CAN OR WILL BE CORRECTED. THIRD PARTIES MAY PROVIDE LIMITED WARRANTIES AS TO THEIR OWN PRODUCTS AND/OR SERVICES,
AND USERS MUST LOOK TO SAID THIRD PARTIES FOR SUCH WARRANTIES, IF
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ANY LOST PROFITS, LOST TIME, LOST SAVINGS, LOST DATA, LOST FEES, OR
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PARTY PRODUCTS/SERVICES, SUCH LIABILITY SHALL BE LIMITED TO THE
AMOUNT PAID BY THE USER TO QUARK FOR THE SOFTWARE/SERVICES AT
ISSUE (EXCLUDING THIRD PARTY PRODUCTS/SERVICES), IF ANY, OR THE LOWEST
AMOUNT UNDER APPLICABLE LAW, WHICHEVER IS LESS. THESE LIMITATIONS
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LICENSORS AND/OR THEIR AGENTS HAVE BEEN ADVISED OF SUCH POSSIBLE
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THE EXCLUSION OR LIMITATION OF INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO THIS LIMITATION OR EXCLUSION MAY NOT APPLY. ALL OTHER
LIMITATIONS PROVIDED UNDER APPLICABLE LAW, INCLUDING STATUTES OF
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UNDER APPLICABLE LAW, SUCH PROVISION SHALL BE MODIFIED OR LIMITED
IN ITS EFFECT TO THE EXTENT NECESSARY TO CAUSE IT TO BE ENFORCEABLE.
iv
Table of Contents
Introduction
About this Book xiii
Other Helpful Publications xvi
QuarkXPress Basics xvii
The Interface xxii
1 Customizing QuarkXPress
Setting Default Values 1
Setting Preferences 3
Creating Kerning and Tracking Tables and
Hyphenation Exceptions 5
Saving QuarkXPress Preferences 6
Understanding Nonmatching Preferences 8
Using XTensions Software 12
Managing Print Styles and PPDs
P 14
Using Apple Events Scripts — Mac OS Only 16
2 Layout Tools
Arranging Documents 18
Navigating Through Documents 20
Changing Document Views 23
Using the Pasteboard
P 24
Using Rulers and Guides 25
Specifying Greeking 29
3 Document Basics
Creating New Print Documents P 30
Creating New Web Documents
W 32
Opening Documents 34
Saving Documents 35
Saving Documents Automatically 37
Saving Revisions of Documents 39
Saving Documents as Templates 41
v
Table of Contents
4 Box Basics
Creating Boxes 43
Resizing Boxes 47
Reshaping Boxes 48
Moving Boxes 56
Framing Boxes 58
Coloring Boxes 69
Merging and Splitting Boxes 72
Filling and Converting Boxes 77
Understanding Symmetry and Smoothness 79
5 Line Basics
Creating Lines 85
Resizing Lines 88
Reshaping Lines 91
Moving Lines 98
Applying Line Styles 101
6 Manipulating Items
Selecting Items 106
Moving, Reshaping, and Resizing Items 107
Cutting, Copying, and Pasting Items 108
Clearing and Deleting Items 110
Undoing and Redoing Actions 110
Locking and Unlocking Items 111
Controlling the Stacking Order of Items 112
Grouping Items 114
Duplicating and Repeating Items 116
Spacing and Aligning Items 118
Rotating and Skewing Items 120
vi
Table of Contents
7 Document Layout
The Elements of a Web Document W 122
Working with Master Pages 127
Formatting and Applying Master Pages 135
Changing Page Size and Facing-Pages Status
Setting Page Properties
W 140
Creating Multipage Spreads P 142
Numbering Pages and Sectioning Documents 145
Inserting, Deleting, and Moving Pages 146
Working with Text Chains 151
Creating “Continued” References
P 155
Working with Columns 156
Copying Items and Pages Between Documents 158
8 Text Basics
Editing Text 162
Importing and Exporting Text 165
Finding and Changing Text 169
Finding and Changing Attributes 172
Changing Fonts in a Document 176
Checking Spelling 178
Using Auxiliary Dictionaries 182
P 139
9 Typography
Confirming Typographic Preferences P 184
Applying Character Attributes P 186
Specifying Kerning and Tracking 194
Applying Paragraph Attributes
P 198
Specifying Alignment and Indentations P 199
Specifying Leading and Paragraph Spacing 202
Setting Tabs
P 205
Controlling Widow and Orphan Lines P 208
Controlling Hyphenation and Justification
vii
P 210
Table of Contents
Working with Style Sheets P 218
Positioning Text in Text Boxes
Principles of Web Typography
P 228
W 233
HTML Text Boxes and Raster Text Boxes
10 Graphics in Typography
Converting Text to Boxes 237
Running Text Around Items 240
Creating Text Paths 255
Creating Initial Caps 260
Creating Rules Above and Below Paragraphs 262
Anchoring Boxes and Lines in Text 265
11 Pictures
Understanding Picture File Formats 268
Importing Pictures 272
Saving A Page as an EPS File 276
Manipulating Pictures 279
Applying Contrast to Pictures 285
Applying Custom Halftone Screens
to Pictures
P 288
Creating and Editing Clipping Paths 290
Listing and Updating Pictures 299
Configuring Picture Export Options
W 302
W 235
12 Color
Understanding Spot and Process Colors P 305
Specifying Matching System Colors 306
Understanding Web-Safe Colors
W 308
Creating and Editing Colors 309
Applying Color, Shade, and Blends 324
Using Color Management
P 334
viii
Table of Contents
13 Trapping
Understanding Trapping P 347
Trapping Guidelines
Specifying Default Trapping
P 349
P 349
Specifying Color-Specific Trapping P 353
Specifying Item-Specific Trapping
P 357
Trapping EPS Pictures to Background Colors P 361
Creating and Using a Rich Black
P 363
14 Tables
Creating Tables 366
Working with Cell Content 370
Formatting Tables 373
Manipulating Tables 376
Converting Tables to Text 378
Tables In Web Documents
W 379
15 Layers
Creating Layers 381
Working with Layers 385
Displaying and Selecting Layers 390
Arranging Layers 395
Placing and Moving Items on Layers 397
Locking Items on Layers 399
16 Libraries
Creating New Libraries 401
Opening Libraries 402
Working with Libraries 403
Working with Labels 407
Saving Libraries 409
ix
Table of Contents
17 Lists
Preparing Style Sheets for Lists 410
Creating and Editing Lists 411
Importing Lists from Another Document 414
Displaying Lists 417
Updating Lists 421
Working with Lists in Books 422
18 Indexes
Loading the Index QuarkXTensions Software P425
Specifying the Index Marker Color
Creating Index Entries
P 427
P 426
Creating Cross-References P 430
Editing and Deleting Index Entries
Building Indexes
P 434
P 433
Editing Final Indexes P 437
Nested Index Quick Reference
Run-in Index Quick Reference
P 438
P 439
19 Books
Creating New Books 440
Opening and Saving Books
Working with Chapters
Controlling Page Numbers
Synchronizing Chapters
P 441
P 443
P 446
P 448
Printing Chapters P 451
Creating Indexes and Tables of Contents
x
P 453
Table of Contents
20 Hyperlinks
Understanding Hyperlinks 454
Working with Destinations and Anchors 457
Creating, Editing, and Deleting Hyperlinks 463
Setting Preferences for Hyperlinks and Anchors 466
Showing and Hiding Hyperlinks and Anchors 468
Navigating with the Hyperlinks Palette 470
21 Interactive Web Elements
Working with Rollovers W 471
Working with Image Maps
Working with Meta Tags
W 473
W 477
22 Forms
Understanding HTML Forms W 488
Creating an HTML Form W 489
Adding Controls to a Form
Creating a Menu
W 503
W 492
23 Output
Printing a Web document W 505
Understanding DPI and LPI
P 506
Specifying Print Options:
The Print Dialog Box
P 509
Specifying Print Options:
The Print Dialog Box Tabs
Creating and Using Print Styles
P 511
P 526
Specifying the Setup for Imagesetters P 528
What is a RIP?
Updating Picture Paths
P 529
P 530
Printing Odd-Sized Documents P 530
Creating a PostScript File
P 533
Preparing Documents for Service Bureaus
xi
P 534
Table of Contents
24 Previewing and Exporting Web Pages
Previewing a Web Page W 538
Exporting a Web Page
W 540
25 QuarkXPress Passport
QuarkXPress Passport Terms 542
Managing Language Files 543
Specifying the Program Language 544
Assigning Languages to Paragraphs 545
Checking Spelling in Multilingual Documents 546
Hyphenation Methods 547
Saving Documents with Multiple Languages 549
Appendices
Alerts — Mac OS 552
Alerts — Windows 571
XPress Tags 589
Cross-Platform Issues 602
Print/Web Conversion Issues 604
Glossary
Index
xii
Introduction
From a simple brochure to highly complex corporate communications, QuarkXPress
encourages you to challenge the boundaries of professional publishing, both in print
and on the Web. With superior color capabilities, exceptional picture handling, and
precise typographic controls, QuarkXPress increases your publishing power.
ABOUT THIS BOOK
“A Guide to QuarkXPress: Using QuarkXPress” is not meant to be read cover to
cover. The book is designed so that you can look things up quickly, find out what you
need to know, and get on with your work. However, if you need more comprehensive
information about electronic publishing, that is also provided.
WHERE WE’RE COMING FROM
This book assumes you are familiar with your computer and know how to:
• Launch an application
• Open, save, and close files
• Use menus, dialog boxes, and palettes
• Use the mouse, keyboard commands, and modifier keys
About this Book
If you need help performing any of these tasks, consult the documentation
resources (user or reference guides) provided with your computer.
HOW TO USE THIS BOOK
This book offers steps for specific tasks. It includes concept blocks, which
provide helpful background information about various features so you can
familiarize yourself with related concepts before beginning a task.
Whenever you think to yourself, “I wonder how to do this…,” check this book,
Using QuarkXPress. The detailed table of contents at the beginning of this book
and the index should help you quickly find the information you need.
Each chapter in this book includes a series of specific tasks, such as “Creating
New Documents” or “Importing Pictures.” Instructions for accomplishing tasks
are presented in steps or as bulleted lists. Tips with useful information about
QuarkXPress are frequently included on these pages.
xiii
About this Book
CONCEPT BLOCKS
Background information about publishing tasks and concepts are also provided
throughout this book. The first word in the title of a concept block is usually
“Understanding,” for example: “Understanding Picture File Formats.” You can
read concept blocks any time — they’re designed to round out your knowledge
of electronic publishing without relating to a specific task.
WHAT YOU’RE LOOKING AT
This book uses various conventions (styles) to help you find
information quickly:
BOLD TYPE STYLE
The names of QuarkXPress menu commands, dialog boxes, and other controls
are set in bold type. For example: “The
Colors palette lets you apply colors or
inks to text, pictures, lines, and box backgrounds.”
REFERENCES AND ARROWS
Whenever a feature is mentioned, a reference shows you how to access that
feature. For example: “The
Save as dialog box (File menu) lets you save a copy
of a document.” Arrows are used to represent the menu path to a feature.
For example: “Choose
File & Print to display the Print dialog box.”
Choosing File & Print.
ICONS
The names of tools and graphic buttons are followed by the appropriate icons.
For example: “Select the
Item tool e in the Tools palette” or “Click the Center
button } in the Measurements palette.”
xiv
About this Book
CHARTS
This book charts the range of values that any control can accept. Charts follow
this format:
RANGE MEASUREMENT SYSTEM SMALLEST INCREMENT
2 to 720 pt various (", pt, cm, etc.) .001
The “Range” is expressed in the default measurement system. You can enter
values in fields using the measurement system described in the “Measurement
system” column. For example, measurements may be expressed in pixels,
points, or any measurement system supported by QuarkXPress. (The example
above shows a feature that accepts any supported measurement system.) The
“Smallest increment” is the smallest unit of measurement you can enter.
MAC OS AND WINDOWS REFERENCES
QuarkXPress is designed to incorporate the same features on Mac OS and
Windows. This guide is designed to be used with QuarkXPress on either
platform. While most of the information in this guide applies to both platforms,
operating system differences occasionally require the application to function in
a slightly different manner on Mac OS and Windows. In such a situation, this
guide identifies which functions are unique to Mac OS and which functions are
unique to Windows.
PRINT AND WEB MODES
QuarkXPress lets you create documents both for printed output and for the
Web. When you’re working on a print document, QuarkXPress is in print mode;
when you’re working on a Web document, QuarkXPress is in Web mode. The
mode determines which tools, features, and other user interface elements
are available. In this guide, features that are unique to print documents are
identified with a
are identified with a
Picon, and features that are unique to Web documents
Wicon.
NOTES AND TIPS
∫ Notes provide helpful information about particular features.
å Tips provide extra information about particular features and general techniques
for electronic publishing.
xv
Other Helpful Publications
OTHER HELPFUL PUBLICATIONS
The QuarkXPress product includes various electronic documents to assist you in using
QuarkXPress 5.0. You can find these documents on the QuarkXPress CD-ROM. Quark
also provides QuarkXPress training on the World Wide Web to help you familiarize
yourself with the various features of QuarkXPress.
A GUIDE TO QUARKXPRESS: INTERFACE OVERVIEW
If you stumble on an unfamiliar command, or want more information about
how to use a tool, check the book
file name is “Interface Overview.pdf” on your QuarkXPress CD-ROM.
QuarkXPress: Interface Overview
explains the QuarkXPress interface, including
menus and dialog boxes, tools, palettes, and preferences. Commands are documented in menu order, starting with the first command in the
WHAT’S NEW IN QUARKXPRESS 5.0
If you are a proficient QuarkXPress user, start with the file “What’s New
in 5_0.pdf,” found on the QuarkXPress CD-ROM. It provides a brief overview
of the new features in this version of QuarkXPress to get you started with your
new software as quickly as possible.
OTHER PIECES IN THE BOX
Your QuarkXPress product also includes installation and user registration
instructions, service plan information, a list of keyboard commands, and
documentation for any late-breaking features.
A Guide to QuarkXPress: Interface Overview. The
A Guide to
File menu.
QUARKXPRESS TRAINING ON THE WEB
QuarkXPress online training is a Web-based tutorial that will take you
through the process of applying specific QuarkXPress features to sample
QuarkXPress documents.
If you have little or no experience with QuarkXPress and you want to begin
learning about it, these online training exercises will teach you the basic skills
necessary to create print and Web documents using this application. Experienced
users may also find the lessons useful for learning features that are new to
QuarkXPress 5.0, such as layers, tables, and the Web document features.
You can find the QuarkXPress online training on the Quark
™
Web site at
www.quark.com. All you need to view the online training is an Internet
connection with Web browser version 4.0 or later (for example, Microsoft
Internet Explorer or Netscape Navigator). To perform the training exercises,
you need QuarkXPress or a demo version of QuarkXPress.
Introduction
xvi
™
QuarkXPress Basics
QUARKXPRESS BASICS
To use QuarkXPress effectively, you need to understand a few basic concepts. Read this
section if you are new to QuarkXPress or if you need a quick refresher. If you are new to
QuarkXPress, we recommend that you complete the online training exercises available
on the Quark Web site, www.quark.com, to familiarize yourself with the individual
QuarkXPress features.
PRINT AND WEB MODES
QuarkXPress lets you create documents both for print and the Web. When
you’re working on a print document, QuarkXPress is in print mode; when
you’re working on a Web document, QuarkXPress is in Web mode. The mode
determines which tools, features, and other user interface elements are available.
In this manual, features that are unique to print documents are identified
with a
Picon, and features that are unique to Web documents are identified
with a
Wicon.
∫ Some print features can be used in Web documents. To use print features
in Web documents, see “The Elements of a Web Document” in Chapter 7,
Document Layout.”
PRINT DOCUMENT ENVIRONMENT P
A work area called the pasteboard surrounds each page or spread. You use
the pasteboard to store items temporarily or to experiment with something
before you put it on a page. You can have individual pages or multipage
spreads, and you can add, move, and delete pages as you work. Pages can be
manipulated using the
Document Layout palette or the Page menu, and in
Thumbnails view.
WEB DOCUMENT ENVIRONMENT W
A page in a Web document has no fixed size; it expands as necessary to make
room for the items it contains. However, you can use the page width guide as
a guideline to make sure the pages you design will fit on your users’ monitors.
Gray regions at the bottom and right of the page indicate the page’s true
boundaries, but keep in mind that different Web browsers often display
the same page differently.
There are no pasteboards in a Web document. Pages can be manipulated using
the
Document Layout palette or the Page menu.
Introduction
xvii
QuarkXPress Basics
BASIC TOOLS
QuarkXPress pages contain items. Items are text boxes, text paths, picture boxes,
tables, and lines; they are created in QuarkXPress and manipulated primarily
with the
primarily with the
Item tool e. Contents are text and pictures; they are manipulated
Content tool E.
In general, you will use
ments
palette when working with items. Likewise, you will use the Style menu
and the right half of the
The controls in the Measurements palette change according to the current selection —
whether it is a text box, picture box, text path, line, text, or picture.
THE BOX CONCEPT
Item menu commands and the left half of the Measure-
Measurements palette when working with contents.
In QuarkXPress, most things go into a box. Text is contained in text boxes and
pictures are contained in picture boxes. Text can also be placed on a path. You
have control over the size, shape, layering, color, and other properties of each
box or path — and you have similar control over the text or pictures contained
in them.
TABLES
A table is a series of rectangular, grouped boxes — called “cells” — that you
can use to present data in a concise format. QuarkXPress lets you create
tables, convert text to tables, easily edit table data, and add or remove rows
and columns as necessary. The cells can contain text, pictures, or have a
content of
LAYERS
None.
By letting you control which items display on a page, layers make it easier for
you to edit and manipulate documents. The
Layers palette lets you place all
items on the same layer or create different layers for different items. You can
display some layers while hiding others, so you can opt to see only those items
that you want to edit at a given time.
WORKING WITH TEXT P
A text box or a text path contains text. To create a text box or path, use any of
the text box creation tools
tool
, Ò, Â, or ˜. Then use the Get Text command (File menu) to import
T, Å, ı, Ç, Î, ´, or Ô, or a text path creation
text files from other sources, including many popular word processors, databases, and spreadsheets. To enter your own text into a text box, select a text
box with the
Content tool E and begin typing.
When you are working with text, the Style menu provides formatting
options such as fonts, type styles, and colors. High-end typographic controls
Introduction
xviii
QuarkXPress Basics
are provided through a combination of menu items, keyboard commands,
and preferences. To simplify text formatting, you can create paragraph and
character style sheets (
command, the
Edit & Style Sheets) and apply them using a menu
Style Sheets palette, or keyboard commands.
To flow text from one text box to the next (or from one text path to the next),
you can create an automatic chain of text. You can also use the
Linking u and
Unlinking U tools to manually create custom text chains. To create an auto-
matic text chain, check
(
File & New & Document).
WORKING WITH TEXT IN WEB DOCUMENTS W
Automatic Text Box in the New Document dialog box
The typographic effects available in HTML are more limited than those available
within QuarkXPress. You can create text boxes that contain formatted HTML
text, or you can use the full range of typographic effects by converting text
boxes and text paths to graphics at export. If you export a large amount of your
text as graphics, be aware that this will increase the size of your page and the
page’s downloading time.
PLACING PICTURES
“Picture” is a general term for any type of graphic file in a QuarkXPress document. Just as text boxes contain text, picture boxes contain pictures. To create
a picture box, use any of the picture box creation tools
or
∂. Then, use the Get Picture command (File menu) to import a copy of a
p, x, O, å, 7, ƒ,
picture file. You can also paste a picture that has been copied to the Clipboard
into your document.
When you are working with pictures, the
Style menu provides formatting
choices such as contrast, line screen, and colors. Picture formatting options are
selectively available depending on the imported picture’s graphic file format.
EXPORTING PICTURES W
When you export a Web document as an HTML file, all pictures in that
document are converted to either JPEG, GIF, or PNG format, regardless of their
previous format. You can control the format in which each picture is exported.
Text boxes and paths can also be exported as pictures. You can control the
export format of these items, as well.
SHAPES AND LINES
To create a colored shape, create a picture box with any kind of shape and apply
a color to the background of the box. Background colors are applied to boxes
using the
(
Item menu). The Merge and Shape controls (Item menu) let you create boxes
Colors palette (View menu) or the Box tab of the Modify dialog box
with multiple contours and combine different boxes.
Introduction
xix
QuarkXPress Basics
Create custom line styles using the Dashes & Stripes dialog box (Edit menu);
then use line creation tools
selected, the
Modify dialog box and the Style menu provide options (such as
o, œ, ∞, or § to draw the lines. When a line is
style, width, and arrowheads) for formatting lines.
ELECTRONIC PASTE-UP
Items can be moved, resized, reshaped, and layered with other items. You can
drag items into place by aligning them with rulers and guides, or you can enter
precise
X and Y coordinates in the Measurements palette.
Each type of item has its own Modify dialog box (Item menu) that controls
the size, position, background color, position of the contents, and more. To
flow text around pictures, lines, and other items, use the
the
Modify dialog box. Other Item menu commands let you group items so
Runaround tab in
they can be moved together, change the stacking order of items, duplicate
items, and space selected items evenly.
When you choose Item & Modify, a dialog box specific to the selected item displays.
The various tabs in the
FORMS AND IMAGE MAPS W
Modify dialog box provide access to different sets of controls.
Web documents can contain forms, which allow readers to send information to
the Web server. Forms let readers enter information about themselves or order
goods and services over the Internet.
Web documents can also contain image maps. An image map is an HTML
feature that lets you link to different pages by clicking on different parts of
a picture in a Web page.
Introduction
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QuarkXPress Basics
MASTER PAGES AND TEMPLATES
Items (pictures and text) that recur throughout your document can be placed
on master pages. Applying a master page to a document page automatically
places the recurring items. For example, if you are working on a newsletter,
you might want a master page for the cover and masthead, one for the inside
spreads, and one with mailing information for the back page. Master pages
can be created, edited, and applied using the
Document Layout palette.
Once you’ve established the formatting of a publication, you can save a
document as a reusable template.
CUSTOMIZING QUARKXPRESS
QuarkXPress has many options for customizing how you work, how your text
flows, how your tools work, and more. These are called “preferences,” which
you can customize for your copy of QuarkXPress (application preferences) and
for individual documents (document preferences).
In addition to preferences, you can create custom style sheets, colors, dashes
and stripes, lists (based on style sheets), and hyphenation and justification
specifications for use in a document or template. All these specifications are
created through commands in the
PRINTING P
Edit menu.
The Print dialog box (File menu) offers several output options. For convenience,
you can combine all these settings and save them as
Print Styles (Edit menu).
When you print, QuarkXPress requires all the font and picture files used in the
document. The
Collect for Output (File menu) feature automatically gathers
the document, pictures, and fonts into one folder, and it produces a report of
the document’s fonts, colors, trapping, and other settings — ready for output.
EXPORTING AS HTML W
When you export a Web document in HTML format, QuarkXPress exports
any necessary accompanying files (such as picture files), too. You can also
export HTML templates, which let you insert XML content into a page and
automatically format that content as HTML.
POWER THROUGH PALETTES AND KEYBOARD COMMANDS
As you use QuarkXPress, you will develop your own working style. Perhaps you
will prefer to use the mouse and menu commands for everything; you may find
that you prefer the quick access to features provided by palettes and extensive
keyboard commands. In many cases, QuarkXPress offers multiple ways to
perform a given task.
Introduction
xxi
THE INTERFACE
QuarkXPress menus and dialog boxes adhere to Mac OS and Windows conventions —
with a few enhancements. This section provides a quick look at standard interface
controls, and highlights features unique to QuarkXPress. If you are new to Mac OS or
Windows, we recommend that you consult the documentation resources provided with
your computer for complete information about using the operating system. If you are
new to QuarkXPress, we recommend that you complete the online training exercises,
available on the Quark Web site at www.quark.com, to familiarize yourself with the
individual QuarkXPress features.
QUARKXPRESS MENUS
The menu bar displays the menus available in QuarkXPress: File, Edit, Style,
Item, Page, View, Utilities, Window
can also display menus for QuarkXTensions
software. Each menu contains groups of related commands separated by lines.
Many menu entries are followed by keyboard shortcuts, displayed using the
Command (
the Ctrl, Alt, and Shift keys on Windows.
The Interface
(Windows only) and Help. The menu bar
™
software and third-party XTensions
C), Option (`), Control (^), and Shift (w) keys on Mac OS, or
™
Like other QuarkXPress menus, the File menu contains groups of related commands
separated by lines.
QuarkXPress menus are context-sensitive, which means that menu items change
according to the active item, the current situation, or the selected tool:
• The commands listed under a menu may change. For example, the
Style menu
commands change depending on whether text, a picture, or a line is active.
Introduction
xxii
The Interface
• An individual menu command may change. For example, the Undo command
(
Edit menu) changes to reflect your last action (such as Undo Typing or
Undo Item Deletion).
• The availability of menu entries may change. For example, when a picture is
selected, the Save Text command (File menu) is not available.
• The availability of entire menus may change. For example, the
items for text are available only when a text box is active and the
Style menu
Content
tool E is selected.
• The function of a menu command may change slightly when you press a
modifier key while displaying the menu. For example, on Mac OS, pressing
Option while you choose the
to
Send Backward.
CONTEXT MENUS
Item menu changes the Send to Back command
To save production time while working with documents, QuarkXPress also
includes special menus called
context menus. Context menus are keyboardactivated and context-sensitive, so they respond dynamically to the task
at hand.
• To display a context menu on Mac OS, press the appropriate keyboard
command and click the object you want to affect. The default keyboard
command is Control+click. You can switch this keyboard command with
the
Zoom keyboard command (Control+Shift+click) using the buttons in
the
Control Key area in the Preferences dialog box Interactive pane
(
Edit & Preferences & Preferences).
• To display a context menu on Windows, right-click the object you want
to affect.
When you display a context menu by clicking empty space on a document page, options
that are relevant to the entire document display in the menu.
å Context menus are available for rulers, empty space on a document page,
picture boxes, text boxes and text paths, lines, tables, and many palettes.
In print documents, a context menu is available for the pasteboard.
Introduction
xxiii
The Interface
CHECKMARK
A checkmark j in a menu indicates one of the following:
• A function has been performed. For example, a checkmark displays next to
Flip Vertical (Style menu) when the contents of a box are flipped vertically.
• A feature is turned on. For example, a checkmark next to
Snap to Guides
(View menu) means that items in your document will snap to the guides
you’ve created.
• A format from a list has been applied. For example, a checkmark displays in the
Font submenu next to the font applied to selected text. When multiple formats
have been applied to a selection, checkmarks only display next to formats
common to the entire selection.
The checkmark next to Flip Vertical in the Style menu for text indicates that the contents of
the active text box are flipped vertically.
QUARKXPRESS DIALOG BOXES
Choosing a menu item followed by ellipsis points (…) displays a dialog box.
Dialog boxes contain related commands that allow you to specify exactly what
you want to happen. The context-sensitive controls in QuarkXPress dialog
boxes consist primarily of tabs, areas, fields, pop-up menus, radio buttons,
check boxes, and buttons.
Introduction
xxiv
The Interface
The Modify dialog box (Item menu) includes tabs, areas, fields, pop-up menus, check boxes,
and buttons.
TABS
Many dialog boxes provide multiple functions through tabs. By clicking a
tab icon, you can display different sets of controls. Pressing
C+Option+Tab
on Mac OS or Ctrl+Tab on Windows takes you to the next tab in a dialog box.
AREA
Related commands within a dialog box or tab are grouped into an “area,”
which is named and surrounded by a border. For example, the
Box tab in the
Modify dialog box (Item menu) has a Blend area, which lets you specify a
custom blend for a box.
The Box tab of the Modify dialog box (Item menu) includes a bordered Blend area.
Introduction
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The Interface
LIST
Some dialog boxes include scrollable lists of elements that you can select or edit.
For example, the
Colors dialog box (Edit menu) displays a list of colors. You can
navigate through lists using the up and down arrow keys. Depending on the
type of list, you may be able to multiple-select items to edit. For example, in the
Tools pane of the Preferences dialog box (Edit & Preferences & Preferences),
you can select multiple tools and edit common attributes. To select a group
of consecutive elements, click the first element then press Shift while clicking
the last element in the range. To select multiple, nonconsecutive elements,
press
C (Mac OS) or Ctrl (Windows) while clicking each one.
FIELD
A field is a rectangular box for entering a specific value. For example, in the
Text tab of the Modify dialog box (Item menu), you can enter the number
of columns for an active text box in the
Columns field. Fields have the
following characteristics:
• You can enter measurements in any of the supported measurement systems,
using the following abbreviations: inches or inches decimal ("), picas (p),
points (pt), millimeters (mm), centimeters (cm), ciceros (c), and agates (ag).
• When you are not using the default measurement system, you only need to
specify units of measure with an abbreviation. For example, if your measurement preferences are set to inches, and you want to specify an indentation in
points, you can enter “6 pt” in the field. The measurement will be converted
to inches the next time you open the dialog box.
• The default measurement system is specified in the
Horizontal and Vertical
pop-up menus in the Measurements pane of the Preferences dialog box
(
Edit & Preferences & Preferences & Document).
• You can press Tab to select the next field in a dialog box and Shift+Tab to select
the previous field.
• You can perform mathematical operations in fields using these operators:
+ (addition), – (subtraction), * (multiplication), or, / (division). For example, to
double the width of a box, you can multiply the width by 2 by entering
*2 to
the right of the current value. You can even perform multiple operations —
such as dividing a value by 4, then adding 2.
You can perform mathematical operations in QuarkXPress fields. The formula in the Width field
multiplies the width of the box by 2, then adds 1 point. The formula in the Height field divides
the height of the box by 2, then subtracts .25 inch.
Introduction
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The Interface
∫ QuarkXPress performs multiplication and division first, followed by subtraction
and addition, from left to right; you cannot use parentheses when performing
mathematical operations in fields. You can add and subtract specific measurements, such as 2".
POP-UP MENU
A pop-up menu is a small menu within a dialog box or palette.
A pop-up menu contains a list of options and may also have an editable field
in which you can enter a custom value (such as a percentage) or a word (such
as a font name) rather than choosing an option from the list.
A pop-up menu offers a list of options, and often includes a field where you can enter
custom values. For example, the Width pop-up menu in the Frame tab of the Modify
dialog box (Item menu) includes a list of frame widths and a field.
CHECK BOX
A check box lets you turn options on ` and off ,. Checking a box may
activate other controls; checking or unchecking a box may expand a dialog
box to display more controls.
RADIO BUTTON
A radio button lets you select from among mutually exclusive options.
For example, in the
XTensions pane of the Preferences dialog box (Edit &
Preferences & Preferences), you can choose when to display the XTensions
Manager
BUTTON
dialog box by clicking a radio button.
A button (shaped like this on Mac OS or on Windows), performs
an action. If a button has a heavier border around it, such as on Mac OS
or on Windows, you can also press Return or Enter (Mac OS) or Enter
(Windows) to activate it. On Windows, if a button has a dotted outline around
the text , you can also press the space bar to activate the button. A button
Introduction
xxvii
The Interface
may also include a pop-up menu that lets you choose a type of action.
For example, the
New button in the Style Sheets dialog box (Edit menu) lets
you create either a character style sheet or a paragraph style sheet.
Many dialog boxes in QuarkXPress include an
your changes before closing the dialog box. For example, the
in the
Paragraph Attributes dialog box (Style & Formats) lets you see how
Apply button so you can preview
Apply button
your changes affect selected paragraphs.
NAVIGATIONAL DIALOG BOXES
The Open and Save as dialog boxes are used to open, import, export, or save
files; they include standard Mac OS or Windows controls for navigating through
disks and folders so you can locate files, or choose where you want to save files.
Dialog boxes in QuarkXPress with
elements include:
New Web Document, New Library, New Book, Open,
Open or Save as navigational dialog box
Save as, Get Text, Save Text, Append, Save Page as EPS, Export HTML,
Collect for Output,
and Auxiliary Dictionary.
The Save as dialog box (File menu) is an example of a navigational dialog box. It includes
the current disk name, the Eject, Desktop, New Folder, Cancel, and Save buttons, pop-up
menus for file type and version, a scroll list for navigating through folders, and the Include
Preview check box (Mac OS only).
ALERT DIALOG BOXES
An alert is a dialog box that warns you when there is a problem and often
suggests a solution. For example, if you enter an invalid value in a field, an
alert notifies you and often provides an acceptable range of values for the
field. For a list of alerts you may encounter in QuarkXPress, see the “Alerts”
sections of Chapter 26, “Appendices.”
Introduction
xxviii
Setting Default Values
Chapter 1: Customizing QuarkXPress
Your publication uses picas, while another uses inches. You only work with text and
you need typographer’s quotation marks, but your colleague only works with output
and needs specific trapping settings. Fortunately, QuarkXPress can accommodate all
these needs.
Since everyone’s work environment has different demands, and every individual has
personal preferences, QuarkXPress provides a variety of options for customizing the
way it works. You can set application default settings and preferences, modify the
“XPress Preferences” file, add features with XTensions software, and automate
manual processes on Mac OS with Apple events scripts. If you invest the time to set
up QuarkXPress to suit your needs, you will be more comfortable working with the
application and save hours of time producing your documents.
SETTING DEFAULT VALUES
QuarkXPress uses a variety of default settings as the basis for all new documents.
These default settings include style sheets, colors, hyphenation and justification
specifications, lists, dashes and stripes, and the default auxiliary dictionary. You can
modify the default settings by changing them when no documents are open. If you
change any of these default settings when a document is open, the change is saved
only with the document. To modify the default application settings:
1 Make sure no documents are open, then choose an option from the Edit
menu to modify the default settings: Style Sheets, Colors, H&Js, Lists,
Dashes & Stripes, Print Styles
information about the controls in any of the dialog boxes mentioned, see
Chapter 4, “Edit Menu” and Chapter 9, “Utilities Menu,” in
QuarkXPress: Interface Overview
• Style Sheets: Edit the π Normal paragraph style sheet and the Ø Normal
character style sheet (the default style sheets for all new text boxes). Create
new style sheets to include with all new documents.
• Colors: Create colors to include with all new documents and delete colors that
will not be used (for example, you may want to delete Red, Green, and Blue).
You cannot edit or delete Cyan, Magenta, Yellow, Black, or white. You can edit,
but not delete, Registration. You can edit the default trapping for colors as well.
Chapter 1: Customizing QuarkXPress
P, Meta Tags W, or Menus W. For specific
A Guide to
.
1
Setting Default Values
• H&Js: Edit the Standard hyphenation and justification specification to specify
default automatic hyphenation rules and word and character spacing values.
The
Normal style sheet uses the Standard hyphenation and justification
specification by default. Create new hyphenation and justification specifications
to include with all new documents.
•
Lists: Lists are generated from text that uses the character or paragraph style
sheets you specify. Create new lists to include with all new documents.
• Dashes & Stripes: Edit the default line and frame patterns and create new
patterns to include with all new documents. You cannot edit or delete the
Solid line.
Print Styles: Print styles allow you to specify frequently used print settings and
•
apply them to documents much as you apply style sheets.
P
• Meta Tags: Meta tags contain information about a Web page. They’re not
displayed in a Web browser, but adding meta tags to your Web documents
can make it easier for search engines to index your pages. Create new meta
tag sets to be incorporated into exported HTML pages.
W
• Menus: A menu is a list of items that can display in a list control or a pop-up
menu control within a form box. You can use menus to let users choose from
a list of options, or you can create navigation menus where each item has a
corresponding URL. Create new menus to be used in forms that are part of
QuarkXPress Web documents.
W
2 To choose a default auxiliary dictionary for all new documents, choose
Utilities & Auxiliary Dictionary. Use the dialog box to locate an auxiliary
dictionary and click
Open. Or, click New to create a default auxiliary dictionary.
3 When you are finished modifying default settings, create a new document.
All your modifications are reflected in the new document. You can still
modify these settings in individual documents.
∫ Print styles are always saved with the application preferences, even if you have
a document open when you create or edit a print style.
å Each time you create a new document, all the settings in the New Document
dialog box (File & New & Document) or New Web Document dialog box
(
File & New & Web Document) become the new default settings. Any palettes
that are open when you quit QuarkXPress, including library palettes, will be
open the next time you launch QuarkXPress.
Chapter 1: Customizing QuarkXPress
2
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