Quark QuarkXPress - 9.3 User Manual

A Guide to QuarkXPress 9.3 ­PLUS Edition

CONTENTS

Contents

About this guide.............................................................................19

What we're assuming about you..........................................................................19

Where to go for help............................................................................................19

Conventions..........................................................................................................20

Technology note...................................................................................................20

The user interface...........................................................................22

Tools......................................................................................................................22

Web tools..............................................................................................................25

Menus...................................................................................................................25

QuarkXPress menu (Mac OS only).................................................................................26

File menu.......................................................................................................................26

Edit menu......................................................................................................................27

Style menu.....................................................................................................................29

Item menu.....................................................................................................................31

Page menu....................................................................................................................33

Layout menu..................................................................................................................34

Table menu...................................................................................................................34

View menu.....................................................................................................................35

Utilities menu.................................................................................................................36

Window menu...............................................................................................................38

Help menu ....................................................................................................................39

Context menus......................................................................................................40

Palettes.................................................................................................................40

Tools palette.................................................................................................................40

Measurements palette...................................................................................................40

Page Layout palette......................................................................................................42

Style Sheets palette.......................................................................................................42

Conditional Styles palette.............................................................................................43

Colors palette................................................................................................................43

Shared Content palette.................................................................................................44

Trap Information palette...............................................................................................44

Lists palette...................................................................................................................44

App Studio palette........................................................................................................45

Profile Information palette.............................................................................................45

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Callout Styles palette....................................................................................................46

Glyphs palette...............................................................................................................46

Grid Styles palette.........................................................................................................46

Blio Table of Contents palette......................................................................................47

Reflow Tagging palette.................................................................................................47

Reflow Table of Contents palette..................................................................................47

Hyperlinks palette.........................................................................................................47

Index palette.................................................................................................................48

Interactive palette.........................................................................................................49

Layers palette................................................................................................................49

Picture Effects palette...................................................................................................49

Guides palette...............................................................................................................50

Item Styles palette.........................................................................................................50

PSD Import palette........................................................................................................50

Scale palette..................................................................................................................50

Palette groups and palette sets............................................................................50

Layout controls.....................................................................................................51

Views and view sets..............................................................................................52

Splitting a window.........................................................................................................52

Creating a window........................................................................................................53

Using Story Editor view.................................................................................................53

View sets........................................................................................................................54

Projects and layouts........................................................................57

Working with projects..........................................................................................57

Options for Print layouts................................................................................................58

Options for Web layouts...............................................................................................58

Saving and naming a QuarkXPress project...................................................................59

Exporting layouts and projects......................................................................................59

Working with layouts............................................................................................59

Project-level and layout-level resources........................................................................60

Working with guides.............................................................................................61

Column and margin guides...........................................................................................61

Ruler guides..................................................................................................................62

Snapping to guides.......................................................................................................62

Undoing and redoing actions................................................................................63

Boxes, lines, and tables...................................................................64

Understanding items and content.........................................................................64

Understanding handles.........................................................................................65

Understanding Bézier shapes...............................................................................67

Working with boxes..............................................................................................68

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Creating text and picture boxes....................................................................................69

Resizing boxes...............................................................................................................70

Locking box and picture proportions............................................................................70

Reshaping boxes...........................................................................................................71

Adding frames to boxes................................................................................................71

Applying colors to boxes..............................................................................................72

Applying blends to boxes.............................................................................................72

Merging and splitting boxes.........................................................................................73

Adding text and pictures to boxes................................................................................73

Changing box type........................................................................................................74

Creating a box from a clipping path.............................................................................74

Working with lines................................................................................................74

Creating lines................................................................................................................74

Line modes for straight lines.........................................................................................75

Resizing lines.................................................................................................................75

Reshaping lines.............................................................................................................76

Controlling line appearance..........................................................................................76

Joining lines..................................................................................................................76

Manipulating items...............................................................................................77

Selecting items..............................................................................................................77

Moving items.................................................................................................................77

Cutting, copying, and pasting items.............................................................................77

Controlling the stacking order of items.........................................................................77

Grouping items.............................................................................................................78

Duplicating items..........................................................................................................79

Spacing and aligning items ..........................................................................................79

Rotating items...............................................................................................................80

Skewing items...............................................................................................................80

Locking and unlocking items.........................................................................................80

Anchoring items and groups in text..............................................................................80

Working with callouts...........................................................................................81

Understanding callouts..................................................................................................81

Creating a callout..........................................................................................................83

Configuring a callout anchor.........................................................................................84

Working with callout styles............................................................................................86

Callouts and runaround.................................................................................................86

Working with tables..............................................................................................87

Drawing a table.............................................................................................................87

Converting text to tables...............................................................................................88

Importing Excel tables...................................................................................................89

Importing Excel charts...................................................................................................91

Adding text and pictures to tables................................................................................91

Editing table text ..........................................................................................................91

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Linking table cells..........................................................................................................92

Formatting tables..........................................................................................................92

Formatting gridlines......................................................................................................92

Inserting and deleting rows and columns.....................................................................94

Combining cells.............................................................................................................94

Manually resizing tables, rows, and columns................................................................94

Converting tables back to text......................................................................................94

Working with tables and groups...................................................................................94

Continuing tables in other locations.............................................................................95

Text and typography.....................................................................100

Editing text.........................................................................................................100

Importing and exporting text.............................................................................100

Import/export filters....................................................................................................101

Importing and exporting text with Unicode options...................................................102

Finding and changing text..................................................................................102

Special character codes...............................................................................................104

Checking spelling................................................................................................105

Auxiliary dictionaries...................................................................................................106

Applying character attributes.............................................................................107

Applying a font............................................................................................................107

Choosing a font size....................................................................................................107

Applying type styles....................................................................................................108

Applying color, shade, and opacity.............................................................................108

Applying horizontal or vertical scale...........................................................................108

Applying baseline shift................................................................................................109

Applying emphasis......................................................................................................110

Controlling half-width characters ...............................................................................110

Counting characters....................................................................................................110

Working with font sets.................................................................................................110

Working with grouped characters...............................................................................111

Aligning characters on a line.......................................................................................111

Applying multiple character attributes........................................................................114

Applying paragraph attributes...........................................................................115

Controlling alignment.................................................................................................115

Controlling indentation...............................................................................................116

Controlling leading......................................................................................................117

Controlling space before and after paragraphs..........................................................118

Setting tabs.................................................................................................................118

Controlling widow and orphan lines...........................................................................118

Working with non-breaking character sets..................................................................119

Controlling kerning.............................................................................................119

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Kerning manually.........................................................................................................120

Kerning automatically..................................................................................................120

Controlling hyphenation and justification...........................................................120

Specifying hyphenation exceptions............................................................................122

Using discretionary hyphens.......................................................................................122

Controlling tracking............................................................................................123

Tracking manually........................................................................................................123

Editing tracking tables.................................................................................................123

Sending ......................................................................................................................124

Working with style sheets..................................................................................124

Creating and editing paragraph style sheets..............................................................124

Creating and editing character style sheets................................................................127

Applying style sheets..................................................................................................128

Appending style sheets...............................................................................................129

Working with conditional styles..........................................................................129

Creating a conditional style.........................................................................................131

Applying a conditional style........................................................................................133

Removing conditional styles........................................................................................134

Using conditional style markers...................................................................................134

Editing a conditional style...........................................................................................136

Bullets and numbering........................................................................................136

Working with bullet styles...........................................................................................137

Working with numbering styles...................................................................................138

Working with outline styles.........................................................................................140

Bullets, numbering, outlines, and style sheets............................................................143

Positioning text in text boxes.............................................................................144

Using baseline grid......................................................................................................144

Aligning text vertically.................................................................................................144

Specifying text inset....................................................................................................144

Specifying story direction............................................................................................145

Controlling font usage........................................................................................145

Converting text to boxes....................................................................................145

Using text runaround..........................................................................................145

Running text around all sides of an item.....................................................................146

Running text around lines and text paths....................................................................146

Running text around text boxes .................................................................................146

Running text around pictures......................................................................................147

Fine-tuning a runaround path.....................................................................................148

Editing a runaround path............................................................................................148

Working with text paths.....................................................................................149

Creating drop caps.............................................................................................149

Creating rules above and below paragraphs......................................................150

Using anchored boxes.........................................................................................150

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Anchoring boxes and lines in text...............................................................................150

Cutting, copying, pasting, and deleting anchored boxes and lines...........................151

Unanchoring boxes and lines......................................................................................151

Working with OpenType fonts...........................................................................151

Applying OpenType styles..........................................................................................151

Using ligatures.............................................................................................................153

Working with the Glyphs palette........................................................................154

Displaying invisible characters............................................................................156

Inserting special characters.................................................................................156

Inserting spaces...........................................................................................................156

Inserting other special characters................................................................................156

Specifying character language............................................................................156

Using font fallback..............................................................................................156

Importing and exporting text with Unicode options..........................................157

Working with font mapping rules.......................................................................157

Working with design grids..................................................................................158

Understanding design grids........................................................................................158

Design grid basics.......................................................................................................160

Working with grid styles..............................................................................................171

Using design grids.......................................................................................................174

Working with rubi text.......................................................................................175

Rubi alignment options...............................................................................................177

Mono rubi....................................................................................................................179

Rubi base alignment options.......................................................................................180

Rubi overhang options................................................................................................182

Working with hanging characters.......................................................................183

Creating hanging character classes.............................................................................185

Creating hanging character sets ................................................................................186

Applying hanging character sets.................................................................................187

Working with mojigumi sets and classes............................................................187

Creating and editing mojigumi character classes.......................................................188

Creating and editing mojigumi sets............................................................................189

Applying mojigumi sets...............................................................................................192

Character mapping for legacy projects...............................................................192

Mapping for projects that use UDA/VDA characters..................................................192

Mapping for projects that use custom characters.......................................................194

Pictures.........................................................................................195

Understanding pictures.......................................................................................195

Supported picture file types...............................................................................196

Working with pictures.........................................................................................197

Importing a picture......................................................................................................197

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Moving pictures...........................................................................................................197

Resizing pictures..........................................................................................................198

Cropping pictures.......................................................................................................198

Rotating and skewing pictures....................................................................................198

Coloring and shading pictures....................................................................................198

Flipping pictures..........................................................................................................198

Listing, verifying status of, and updating pictures.......................................................199

Specifying background colors for pictures..................................................................199

Maintaining picture attributes.....................................................................................199

Working with clipping paths...............................................................................199

Creating clipping paths...............................................................................................200

Using embedded clipping paths.................................................................................201

Manipulating clipping paths........................................................................................201

Creating special effects with clipping paths................................................................202

Working with alpha masks..................................................................................202

Working with PSD pictures.................................................................................203

Preparing PSD files......................................................................................................204

Working with PSD layers.............................................................................................204

Working with PSD channels.........................................................................................205

Working with PSD paths..............................................................................................206

Printing with PSD Import.............................................................................................206

Using picture effects...........................................................................................207

Working with picture effects........................................................................................207

Removing and deleting picture effects.......................................................................208

Displaying effects at full resolution.............................................................................208

Picture Effects: Filters..................................................................................................208

Picture Effects: Adjustments........................................................................................209

Saving and loading Picture Effects presets.................................................................210

Reviewing Picture Effects usage..................................................................................211

Saving picture files......................................................................................................211

Color, opacity, and drop shadows................................................212

Understanding color...........................................................................................212

Understanding spot and process colors......................................................................212

Specifying matching system colors.............................................................................212

Working with colors............................................................................................213

The Colors palette.......................................................................................................213

The Colors dialog box.................................................................................................213

Creating a color...........................................................................................................214

Editing a color.............................................................................................................215

Duplicating a color......................................................................................................215

Deleting a color...........................................................................................................215

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Importing colors from another article or project.........................................................215

Changing all instances of one color to another color.................................................215

Applying color, shade, and blends.............................................................................216

Applying color and shade to text................................................................................216

Applying color and shade to lines...............................................................................216

Working with opacity..........................................................................................217

Specifying opacity.......................................................................................................217

Specifying opacity for groups.....................................................................................217

Creating blends with transparency..............................................................................218

Color management..............................................................................................218

Source setups and output setups................................................................................218

The color management experience for users..............................................................218

Working with source setups and output setups from a color expert..........................220

Working in a legacy color management environment................................................220

Proofing color on screen (soft proofing)......................................................................221

Color management for experts...................................................................................222

Creating a source setup..............................................................................................222

Creating an output setup............................................................................................222

Managing profiles.......................................................................................................223

Working with drop shadows...............................................................................224

Applying drop shadows..............................................................................................225

Customizing drop shadows.........................................................................................225

Incorporating drop shadows with items......................................................................225

Document construction.................................................................227

Using automatic page numbering.......................................................................227

Creating an automatic text box..........................................................................227

Working with master pages................................................................................228

Creating a master page...............................................................................................228

Applying master pages...............................................................................................232

Updating master pages...............................................................................................232

Master pages and layout families................................................................................233

Working with layers............................................................................................233

Understanding layers...................................................................................................234

Creating layers............................................................................................................234

Selecting layers...........................................................................................................234

Showing and hiding layers..........................................................................................235

Determining which layer an item is on........................................................................236

Deleting layers............................................................................................................236

Changing layer options...............................................................................................236

Moving items to a different layer................................................................................237

Changing the stacking order of layers........................................................................237

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Layers and text runaround...........................................................................................238

Duplicating layers........................................................................................................238

Merging layers.............................................................................................................239

Locking items on layers...............................................................................................239

Using master pages with layers...................................................................................239

Suppressing printout of layers.....................................................................................240

Using PDF layers.........................................................................................................240

Working with lists...............................................................................................241

Preparing for lists.........................................................................................................241

Creating a list..............................................................................................................241

Importing lists from another document.......................................................................242

Navigating with lists....................................................................................................242

Building lists................................................................................................................243

Updating lists..............................................................................................................243

Working with lists in books..........................................................................................243

Working with indexes.........................................................................................244

Specifying the index marker color...............................................................................244

Creating index entries.................................................................................................245

Creating cross-references............................................................................................247

Editing an index entry.................................................................................................248

Deleting an index entry...............................................................................................248

Specifying the punctuation used in an index..............................................................248

Building an index.........................................................................................................249

Editing final indexes....................................................................................................250

Working with books............................................................................................251

Creating books............................................................................................................252

Working with chapters.................................................................................................252

Controlling page numbers..........................................................................................254

Synchronizing chapters...............................................................................................255

Printing chapters.........................................................................................................256

Creating indexes and tables of contents for books....................................................257

Working with libraries.........................................................................................257

Creating libraries.........................................................................................................258

Adding library entries..................................................................................................258

Retrieving library entries..............................................................................................259

Manipulating library entries.........................................................................................259

Working with labels.....................................................................................................259

Saving libraries............................................................................................................260

Output...........................................................................................261

Printing layouts...................................................................................................261

Updating picture paths................................................................................................261

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Setting Print dialog box controls.................................................................................262

Print dialog box...........................................................................................................263

Printing color separations............................................................................................268

Printing color composites............................................................................................269

Exporting layouts................................................................................................270

Exporting a layout in EPS format.................................................................................271

Exporting a layout in PDF format................................................................................272

Creating a PostScript file.............................................................................................273

Using Collect for Output.....................................................................................274

Working with output styles................................................................................275

Working with trapping........................................................................................275

Understanding flattening and production issues................................................276

Collaboration and single-sourcing.................................................277

Working with shared content.............................................................................277

Sharing and synchronizing content.............................................................................279

Understanding synchronization options......................................................................280

Placing a synchronized item........................................................................................281

Placing synchronized content......................................................................................281

Importing content into the shared content library......................................................281

Working with Composition Zones.......................................................................282

Understanding Composition Zones............................................................................282

Creating a Composition Zones item...........................................................................287

Placing a Composition Zones item..............................................................................289

Sharing a composition layout......................................................................................291

Using Collaboration Setup..................................................................................299

Linking to other projects.............................................................................................299

Viewing information about linkable composition layouts ..........................................300

Importing and managing shared content....................................................................300

Specifying update options..........................................................................................301

Interactive layouts.........................................................................302

Understanding Interactive layouts......................................................................302

Types of Interactive layouts.........................................................................................303

Types of objects..........................................................................................................303

Interactive layouts in action.........................................................................................304

Creating interactive building blocks...................................................................311

Creating a Presentation layout....................................................................................311

Creating an object.......................................................................................................312

Configuring an SWF object.........................................................................................313

Configuring a Video object.........................................................................................315

Working with Animation objects.................................................................................316

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Working with Button objects.......................................................................................322

Image Sequence layouts, Button layouts, and Shared Content..................................326

Working with menus....................................................................................................326

Configuring a Window object.....................................................................................330

Configuring a Text Box object....................................................................................331

Working with transitions..............................................................................................332

Working with pages in Interactive layouts...................................................................333

Working with keyboard commands.............................................................................335

Configuring Interactive preferences............................................................................336

Working with actions..........................................................................................336

Assigning actions........................................................................................................337

Action reference..........................................................................................................337

Working with events...........................................................................................345

Choosing a user event.................................................................................................346

Configuring user events..............................................................................................346

Working with scripts...........................................................................................348

Creating a script..........................................................................................................348

Using conditional statements......................................................................................349

Running a script ..........................................................................................................352

Exporting and importing scripts..................................................................................353

Previewing and exporting Interactive layouts....................................................353

Previewing a Presentation layout................................................................................353

Checking interactive object usage..............................................................................354

Exporting a Presentation layout..................................................................................354

Configuring export settings........................................................................................354

Working with expressions...................................................................................355

Understanding expressions.........................................................................................355

Using the Expression Editor dialog box......................................................................359

eBooks...........................................................................................362

Working with Reflow view..................................................................................362

Creating reflow articles................................................................................................364

Mapping style sheets to Reflow tags..........................................................................367

Adding content to a reflow article...............................................................................368

Splitting a reflow component......................................................................................369

Reordering components in a reflow article.................................................................369

Editing content in Reflow view....................................................................................369

Updating content in Reflow view................................................................................372

Adding interactivity to ePub eBooks..................................................................373

Adding audio to an ePub eBook.................................................................................373

Adding video to an ePub eBook.................................................................................374

Adding interactivity to Blio eBooks....................................................................374

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Adding a slideshow to a Blio eBook...........................................................................375

Adding video to a Blio eBook.....................................................................................376

Adding HTML to a Blio eBook....................................................................................376

Adding a URL link to a picture box in a Blio eBook....................................................377

Creating a TOC for ePub or Kindle.....................................................................377

Creating a TOC for Blio.......................................................................................377

Working with eBook metadata...........................................................................378

Exporting for ePub.............................................................................................379

Specifying CSS for ePub export..................................................................................380

Exporting for Kindle...........................................................................................381

Exporting for Blio eReader.................................................................................382

Job Jackets...................................................................................384

Understanding Job Jackets.................................................................................384

What are Job Jackets?................................................................................................385

The structure of Job Jackets.......................................................................................385

Sample Job Jackets workflow.....................................................................................390

Working with Job Jackets...................................................................................391

Basic mode and advanced mode................................................................................391

Creating Job Jackets files...........................................................................................392

Working with Job Tickets...................................................................................396

Creating a Job Ticket template...................................................................................396

Adding a layout definition to a Job Ticket: Advanced mode.....................................401

Applying a Job Ticket template to a project...............................................................402

Applying a layout definition to a project.....................................................................405

Collaborating with shared Job Jackets.......................................................................405

Exporting and importing Job Tickets..........................................................................408

The default Job Jackets file................................................................................409

Editing the default Job Ticket template: File menu....................................................409

Editing the default Job Ticket template: Utilities menu..............................................409

Editing the default Job Jackets file.............................................................................410

Working with Resources: Advanced mode.........................................................410

Accessing Resources: Advanced mode.......................................................................410

Configuring Resources: Advanced mode....................................................................411

Specifying the location of Resources: Advanced mode..............................................412

Working with Layout Specifications....................................................................413

Creating a Layout Specification: Advanced mode......................................................413

Applying a Layout Specification to a layout................................................................414

Working with Output Specifications...................................................................416

Creating an Output Specification: Advanced mode...................................................417

Applying an Output Specification to a layout.............................................................417

Using Output Specifications with Output Job............................................................419

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Working with Rules and Rule Sets......................................................................420

Creating Rules: Advanced mode................................................................................421

Adding Rules to a Rule Set: Advanced mode.............................................................423

Applying a Rule Set to a layout...................................................................................424

Evaluating a layout.............................................................................................426

Job Jackets locking.............................................................................................428

Printing with JDF output....................................................................................429

Web layouts..................................................................................431

Working with Web layouts.................................................................................431

Creating a Web layout................................................................................................431

Text boxes in Web layouts..........................................................................................433

Graphic elements in Web layouts...............................................................................435

Converting to and from Web layouts..........................................................................436

Web layout limitations.................................................................................................437

Hyperlinks...........................................................................................................437

Creating a destination.................................................................................................439

Creating an anchor......................................................................................................440

Creating a hyperlink using an existing destination.....................................................440

Creating a hyperlink from scratch...............................................................................441

Showing links in the Hyperlinks palette.......................................................................441

Formatting hyperlinks..................................................................................................441

Editing and deleting destinations...............................................................................442

Editing and deleting anchors......................................................................................442

Editing and deleting hyperlinks...................................................................................442

Navigating using the Hyperlinks palette.....................................................................442

Rollovers.............................................................................................................443

Creating a basic rollover.............................................................................................443

Editing and deleting basic rollovers............................................................................444

Creating a two-position rollover..................................................................................444

Switching between rollover images in the layout........................................................444

Removing a target from a two-position rollover box..................................................445

Unlinking a two-position rollover................................................................................445

Image maps.........................................................................................................445

Creating an image map...............................................................................................445

Editing an image map.................................................................................................446

Forms..................................................................................................................446

Creating a form box....................................................................................................447

Adding a text, password, or hidden field control.......................................................448

Adding a button control..............................................................................................449

Adding an image button control.................................................................................449

Adding pop-up menu and list controls.......................................................................450

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Adding a group of radio button controls ...................................................................450

Adding a check box control .......................................................................................451

Adding a file submission control ................................................................................451

Menus.................................................................................................................452

Working with standard menus.....................................................................................452

Working with cascading menus...................................................................................454

Tables in Web layouts.........................................................................................457

Meta tags............................................................................................................458

Creating a meta tag set...............................................................................................458

Specifying a meta tag set for a Web page .................................................................459

Previewing Web pages.......................................................................................459

Specifying additional browsers for preview ...............................................................460

Exporting Web pages.........................................................................................460

Preparing for export ...................................................................................................460

Exporting a Web page ...............................................................................................460

Working with multiple languages..................................................463

Applying a character language...........................................................................463

Changing the program language........................................................................464

XTensions software.......................................................................465

Working with XTensions modules.......................................................................465

Installing XTensions modules......................................................................................465

Enabling and disabling XTensions modules................................................................465

Working with XTensions sets.......................................................................................466

Custom Bleeds XTensions software....................................................................466

Using Custom Bleeds..................................................................................................467

Using Clip at Bleed Edge............................................................................................467

DejaVu XTensions software................................................................................467

Drop Shadow XTensions software......................................................................468

Full Resolution Preview XTensions software......................................................469

Guide Manager Pro XTensions software............................................................470

Using the Guides palette.............................................................................................470

Guides palette menu...................................................................................................471

Creating guides with Guide Manager Pro...................................................................472

Creating grids with Guide Manager Pro.....................................................................473

Creating rows and columns.........................................................................................475

Creating bleed and safety guides...............................................................................476

HTML Text Import XTensions software..............................................................478

Item Find/Change XTensions software...............................................................478

Item Styles XTensions software..........................................................................480

Using the Item Styles palette......................................................................................480

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Creating Item Styles....................................................................................................481

Checking Item Style usage..........................................................................................482

OPI XTensions software......................................................................................483

Targeting an imported picture for OPI exchange.......................................................483

Activating OPI for a layout..........................................................................................483

Creating OPI comments for print, EPS, and PDF........................................................484

PDF Filter XTensions software...........................................................................484

Importing a PDF file into a picture box.......................................................................484

Scale XTensions software...................................................................................485

Scissors XTensions software...............................................................................486

Script XTensions software..................................................................................487

Box Tools submenu.....................................................................................................487

Grid submenu..............................................................................................................488

Images submenu.........................................................................................................488

Picture Box submenu..................................................................................................488

Printing submenu........................................................................................................488

Saving submenu..........................................................................................................488

Special submenu.........................................................................................................489

Stories submenu..........................................................................................................489

Tables submenu..........................................................................................................489

Typography submenu.................................................................................................489

Shape of Things XTensions software..................................................................490

Using the Star Box tool...............................................................................................490

Super Step and Repeat XTensions software.......................................................490

Using Super Step and Repeat.....................................................................................490

Table Import XTensions software.......................................................................491

Type Tricks..........................................................................................................492

Make Fraction..............................................................................................................492

Make Price...................................................................................................................492

Word Space Tracking..................................................................................................493

Line Check...................................................................................................................493

Custom Underline.......................................................................................................494

Word 6–2000 Filter.............................................................................................494

WordPerfect Filter .............................................................................................494

XSLT Export XTensions software.......................................................................494

Cloner XTensions software.................................................................................495

ImageGrid XTensions software...........................................................................496

Linkster XTensions software...............................................................................498

ShapeMaker XTensions software........................................................................499

ShapeMaker Waves tab...............................................................................................500

ShapeMaker Polygons tab..........................................................................................501

ShapeMaker Spirals tab...............................................................................................502

ShapeMaker Rectangles tab........................................................................................503

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ShapeMaker Presets tab..............................................................................................504

Other XTensions modules...................................................................................505

Preferences...................................................................................507

Understanding preferences................................................................................507

Nonmatching Preferences alert...................................................................................507

Changes to QuarkXPress preferences.........................................................................508

What's in the preferences files....................................................................................508

Application preferences......................................................................................509

Preferences — Application — Display........................................................................510

Preferences — Application — Input Settings..............................................................510

Preferences — Application — Font Fallback...............................................................511

Preferences — Application — Undo...........................................................................512

Preferences — Application — Open and Save...........................................................512

Preferences — Application — XTensions Manager....................................................513

Preferences — Application — Sharing........................................................................513

Preferences — Application — Fonts...........................................................................513

Preferences — Application — File List........................................................................513

Preferences — Application — Default Path................................................................514

Preferences — Application — Full Res Preview..........................................................514

Preferences — Application — Browsers......................................................................514

Preferences — Application — Index...........................................................................515

Preferences — Application — Job Jackets.................................................................515

Preferences — Application — PDF.............................................................................516

Preferences — Application — PSD Import..................................................................516

Preferences — Application — Placeholders................................................................516

Preferences — Application — SpellCheck..................................................................517

Preferences — Application — Fraction/Price..............................................................517

Preferences — Application — Picture Effects.............................................................518

Project preferences.............................................................................................518

Preferences — Project — General...............................................................................518

Layout preferences.............................................................................................518

Preferences — Layout — General...............................................................................519

Preferences — Layout — Measurements....................................................................520

Preferences — Layout — Paragraph...........................................................................520

Preferences — Layout — Character............................................................................522

Preferences — Layout — Tools...................................................................................523

Preferences — Layout — Trapping.............................................................................524

Preferences — Layout — Guides and Grid.................................................................524

Preferences — Layout — Grid Cell Fill........................................................................524

Preferences — Layout — Color Manager....................................................................525

Preferences — Layout — Layers..................................................................................526

A GUIDE TO QUARKXPRESS 9.3 - PLUS EDITION | xvii

CONTENTS

Preferences — Layout — Presentation........................................................................526

Preferences — Layout — SWF....................................................................................526

Legal notices.................................................................................528

xviii | A GUIDE TO QUARKXPRESS 9.3 - PLUS EDITION

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:

ABOUT THIS GUIDE

• 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:

• A Guide to QuarkXPress

• QuarkXPress Help

• 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.

A GUIDE TO QUARKXPRESS 9.3 - PLUS EDITION | 19

ABOUT THIS GUIDE

Conventions

Formatting conventions highlight information to help you quickly find what you need.

• 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 Windows® because of user interface 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 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 PANTONE MATCHING
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®, WordPerfect®, Adobe® Illustrator®, and Adobe Photoshop®. You can output
content as PostScript® or in PDF format for Adobe Acrobat® Reader®. You can also export
files that can be viewed using QuickTime®, Internet Explorer®, Safari®, Firefox®, and
Netscape Navigator®. With Quark Interactive Designer™, you can export layouts in Flash®
format. 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 technology, third-party developers can create

20 | A GUIDE TO QUARKXPRESS 9.3 - PLUS EDITION

ABOUT THIS GUIDE

custom modules for QuarkXPress. QuarkXTensions® (Quark® XTensions software) also

provide a modular approach for meeting your particular publishing needs. And if you can
write AppleScript® scripts, you can use this scripting language from Apple® to automate

many QuarkXPress activities.

A GUIDE TO QUARKXPRESS 9.3 - PLUS EDITION | 21

THE USER INTERFACE

The user interface

Tools

Skimming through the QuarkXPress user interface, you will find that many commands

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.

The Tools palette

The Tools palette includes the following controls:

•

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

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THE USER INTERFACE

•

Use the Linking tool to link text boxes.

•

Use the Unlinking tool to unlink text 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 Composition Zones tool to create a Composition Zones box.

•

Use the Star Box tool to create a star-shaped 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 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 Line 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.

After you draw a box, select the Text Content tool or the Picture Content tool ,

depending what you want in the box. You can also use key commands to declare the box

content type: Press T while drawing to declare Picture content or press R while drawing to

declare Text content.

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

Bézier lines."

A GUIDE TO QUARKXPRESS 9.3 - PLUS EDITION | 23

THE USER INTERFACE

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."

Windows users can display the Tools palette (Windows menu) horizontally, as well as

vertically. To display the palette horizontally, Ctrl+double-click the title bar.

Tool key commands

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

key commands:

• Item tool: V

• Text Content tool: T (press Escape to deselect the active text box so you can switch to

another tool)

• Text Linking tool: T

• Text Unlinking tool: T

• Picture Content tool: R

• Rectangle Box tool: B

• Oval Box tool: B

• Starburst tool: B

• Composition Zones tool: B

• Line tool: L

• Bézier Pen tool: P

• Add Point tool: P

• Remove Point tool: P

• Convert Angle tool: P

• Scissors tool: P

• Select Point tool: P

• Freehand Line tool: P

• Tables tool: G

• Zoom tool: Z

• Pan tool: X

24 | A GUIDE TO QUARKXPRESS 9.3 - PLUS EDITION

Web tools

The Web Tools palette lets you work with Web layouts.

The Web Tools palette

The Web Tools palette (Window menu with Web layout displayed) includes the following

controls:

•

Use the Rectangle Image Map tool to create rectangular image map "hot areas" (and

to gain access to other image map tools). The image map tools are available when the

ImageMap XTensions software is loaded.

•

Use the Form Box tool to create a form box (to contain form controls).

THE USER INTERFACE

•

Use the File Selection Tool to create a field and button that end users can use to send

a file to the Web server.

•

Use the Text Field tool to create a text field.

•

Use the Button tool to create a button.

•

Use the Image Button tool to create a button that will allow a picture to be imported.

•

Use the Pop-up Menu tool to create a drop-down menu.

•

Use the List Box tool to create a list.

•

Use the Radio Button tool to create a radio button.

•

Use the Check Box tool to create a check box.

•

Use the Rollover Linking tool to link the origin and target boxes of a two-position

rollover. When the mouse pointer is moved over the origin box, the content of the target

box displays.

•

Use the Rollover Unlinking tool to unlink the origin and target boxes of a two-position

rollover.

Menus

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

A GUIDE TO QUARKXPRESS 9.3 - PLUS EDITION | 25

THE USER INTERFACE

QuarkXPress menu (Mac OS 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.

• Transfer QuarkXPress License: Use this command to deactivate QuarkXPress on one

computer so that you can activate it on a different computer. Available only when

QuarkXPress has been activated.

• 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 enables you to manipulate electronic files in a number of ways, 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.

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

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

• 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.

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• Save Picture: Use this submenu to save the selected picture as a separate file or to save all

pictures in a layout as separate files.

• 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.

You cannot open files saved in QuarkXPress 9.1 or later directly in QuarkXPress 9.0.

However, you can export a project in QuarkXPress 9.0 format with the File > Export >

Layouts as Project command.

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

into one folder.

• Collaboration Setup: Use this option to control project linking, sharing, and updating

frequency of shared resources.

• 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.

• Output Job: Use this option to access the Output Specification for outputting a job, which

is like a "style sheet" for output.

• 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 Special (Windows only): Lets you choose how the object is pasted into your document

by using the Microsoft Windows Object Linking and Embedding (OLE) function.

• Clear/Delete: Deletes the active content.

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

• Show Clipboard: Displays the contents of the clipboard.

A GUIDE TO QUARKXPRESS 9.3 - PLUS EDITION | 27

THE USER INTERFACE

• 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."

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

see "Working with style sheets."

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

see "Working with conditional styles."

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

with colors."

• 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."

• 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."

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

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

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

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

fonts.

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

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

• 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."

• Program Language (multi-language editions only): Lets you change the language of the user

interface.

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

"Working with callouts."

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

• 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."

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

links.

• Variables (Interactive layouts only): Lets you define variables for interactive items.

• Interactive menus (Interactive layouts only):Lets you create menus for interactive layouts.

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

see "Working with mojigumi sets and classes."

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

sets.

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

• Menus (Web layout only): Lets you create and manage lists, such as navigation menus, used

in Web layouts.

• Meta Tags (Web layout only): Lets you create, modify and access meta information, such

as keywords and descriptions, that provides information about that page for discovery by

search engines and other purposes.

• CSS Font Families (Web layout only): Lets you create font families for cascading style sheets

(CSS) and determine what fonts will be used to display a Web page if the original font is

not available to the user.

• Cascading Menus (Web layout only): Lets you create a hierarchical list of items that displays

when the end user moves the mouse pointer over an object. This simplifies a Web design

by "hiding" menu items until the user moves the mouse pointer over a specific item.

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

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

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.

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

• 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: Lets you stretch selected text horizontally or vertically.

• Kern/Track: When the text insertion point is between two characters, Kern lets you control

the spacing between those characters. When text is selected, Track lets you control the

spacing between all selected characters.

• Kern or Track/Sending: When the text insertion point is between two characters, Kern

lets you control the spacing between those characters. When text is selected, Track lets

A GUIDE TO QUARKXPRESS 9.3 - PLUS EDITION | 29

THE USER INTERFACE

you control the spacing between all selected Roman characters. Sending lets you specify

a fixed distance between characters, irrespective of font or font size.

• Baseline Shift: Lets you move selected text up or down in relation to the baseline without

changing line spacing.

• Character: Displays the Character Attributes dialog box, which lets you control every

aspect of character formatting for selected text.

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

• Text to Box: Lets you convert text to a Bézier picture box shaped like the selected characters.

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

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

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

box.

• 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 selected characters according to bottom line, baseline,

center, or top line for the applied font.

• Leading: Lets you change the line spacing of selected paragraphs.

• Formats: Displays the Paragraph Attributes dialog box, which lets you control every

aspect of paragraph formatting for selected text.

• Tabs: Lets you set tab stops for selected paragraphs.

• Rules: Lets you create automatic lines above and below selected paragraphs.

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

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

on local changes to the applied style sheet.

• Flip Horizontal: Lets you flip selected text horizontally.

• Flip Vertical: Lets you flip selected text vertically.

• 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.

• Underline Styles: 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.

30 | A GUIDE TO QUARKXPRESS 9.3 - PLUS EDITION