Quark QuarkXPress 4.0 Macintosh User guide

A GUIDE TO QUARKXPRESS

p

The choice for publishing software worldwide.

FOR MAC OS

For internal use by licensee only. The information in this electronic ﬁle may not be disseminated in any form to any unlicensed person

or entity without prior written consent of Quark Technology Partnership or its licensee, Quark, Inc.

A GUIDE TO QUARKXPRESS

The choice for publishing software worldwide.

p

A Guide to QuarkXPress

Acknowledgments

Quark, Inc., acknowledges with gratitude the contribution of its Research

and Development Team, who developed QuarkXPress

™

and QuarkXPress

Passport

™

Edition. Quark also thanks its alpha and beta testing sites for their

help in testing QuarkXPress and QuarkXPress Passport Edition. Quark recog-

nizes the contribution of all the team members and departments involved

in producing QuarkXPress and QuarkXPress Passport Edition worldwide

including: Product Management, Editorial, Art, Document Production,

Quality Assurance, Technical Support, and Localization.

This manual was produced entirely with QuarkXPress and Quark

Publishing System

™

(QPS

™

). It was output using a high-resolution

imagesetter. Copies were printed via offset lithography.

This manual may not, in whole or in part, be copied, photocopied,

reproduced, translated, or converted to any electronic or machine-

readable form without prior written consent of Quark, Inc.

ii

A GUIDE TO QUARKXPRESS

The choice for publishing software worldwide.

p

iv

A Guide to QuarkXPress

Quark, QuarkCopyDesk, QuarkDispatch, QuarkXPress, QuarkXTensions, Quark Publishing

System, QPS, and XTensions are trademarks of Quark, Inc., Reg. U.S. Pat. & Tm. Off. Cool

Blends, QuarkConnect, QuarkImmedia, QuarkLibraries, QuarkXPress Passport, and the

Quark logo are trademarks of the Quark companies.

AppleTalk, ImageWriter, LaserWriter, and Macintosh are registered trademarks of Apple

Computer, Inc. ImageWriter II, Macintosh Plus, Macintosh SE, Macintosh II, and Mac OS

are trademarks of Apple Computer, Inc.

PANTONE® Computer Video simulations displayed may not match PANTONE-identiﬁed

solid color standards. Use current PANTONE Color Reference Manuals for accurate color.

All trademarks noted herein are either the property of Quark, Inc., Pantone, Inc., or their

respective companies. “PANTONE Open Color Environment

™

(POCE

™

)” © Pantone, Inc.

1994. Pantone, Inc. is the copyright owner of “PANTONE Open Color Environment

™

(POCE

™

)” and Software which are licensed to Quark, Inc. to distribute for use only in com-

bination with QuarkXPress and QuarkXPress Passport. “PANTONE Open Color Environment

™

(POCE

™

)” and Software shall not be copied onto another diskette or into memory unless as

part of the execution of QuarkXPress or QuarkXPress Passport.

FOCOLTONE and FOCOLTONE Colour System are registered trademarks of FOCOLTONE.

The concept, structure, and form of FOCOLTONE material and intellectual property are

protected by patent and copyright law. Any reproduction in any form, in whole or in part,

for private use or for sale, is strictly forbidden. Contact FOCOLTONE, Ltd. for speciﬁc

patent information.

TRUMATCH, TRUMATCH Swatching System, and TRUMATCH System are trademarks of

TRUMATCH, Inc.

Color Data is produced under license from Dainippon Ink and Chemicals, Inc.

Toyo Ink Mfg. Co., Ltd. is the copyright owner of TOYO INK COLOR FINDER

™

SYSTEM

AND SOFTWARE which is licensed to Quark, Inc. to distribute for use only in connection

with QuarkXPress. TOYO INK COLOR FINDER

™

SYSTEM AND SOFTWARE shall not be

copied onto another diskette or into memory unless as part of the execution of QuarkXPress.

TOYO INK COLOR FINDER

™

SYSTEM AND SOFTWARE © TOYO INK MFG. CO., LTD.,

1991. COLOR FINDER is in the process of registration as the registered trademark of Toyo

Ink Mfg. Co., Ltd. COLOR FINDER

™

computer video simulation used in the product may

not match the COLOR FINDER

™

book, and additionally some printer color used in the prod-

uct may also not match. Please use the COLOR FINDER

™

book to obtain the accurate color.

Quark, Inc. does not warrant, guarantee, or make any representations regarding the use or the

results of the use of any color system included in Quark products. Video simulations may not

match published color standards. Refer to current materials of the speciﬁc color company

(i.e., PANTONE, Inc.; FOCOLTONE, Ltd.; TRUMATCH, Inc.; TOYO INK, Mfg. Co., Ltd.; or

other companies involved in the process of color reproduction) for accurate color samples.

All other trademarks are the properties of their respective owners.

v

A Guide to QuarkXPress

Apple Disclaimer

The following disclaimer is required by Apple Computer, Inc. It applies only to Apple software.

All other software is covered by Quark’s limited warranty.

APPLE COMPUTER, INC. (“APPLE”) MAKES NO WARRANTIES, EXPRESS OR

IMPLIED, INCLUDING WITHOUT LIMITATION THE IMPLIED WARRANTIES OF

MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, REGARDING

THE APPLE SOFTWARE. APPLE DOES NOT WARRANT, GUARANTEE OR MAKE ANY

REPRESENTATIONS REGARDING THE USE OR THE RESULTS OF THE USE OF THE

APPLE SOFTWARE IN TERMS OF ITS CORRECTNESS, ACCURACY, RELIABILITY,

CURRENTNESS OR OTHERWISE. THE ENTIRE RISK AS TO THE RESULTS AND PER-

FORMANCE OF THE APPLE SOFTWARE IS ASSUMED BY YOU. THE EXCLUSION

OF IMPLIED WARRANTIES IS NOT PERMITTED BY SOME STATES. THE ABOVE

EXCLUSION MAY NOT APPLY TO YOU.

IN NO EVENT WILL APPLE, ITS DIRECTORS, OFFICERS, EMPLOYEES OR AGENTS

BE LIABLE TO YOU FOR ANY CONSEQUENTIAL, INCIDENTAL OR INDIRECT

DAMAGES (INCLUDING DAMAGES FOR LOSS OF BUSINESS PROFITS, BUSINESS

INTERRUPTION, LOSS OF BUSINESS INFORMATION, AND THE LIKE) ARISING

OUT OF THE USE OR INABILITY TO USE THE APPLE SOFTWARE EVEN IF APPLE

HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. BECAUSE SOME

STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR

CONSEQUENTIAL OR INCIDENTAL DAMAGES, THE ABOVE MAY NOT APPLY TO

YOU. Apple’s liability to you for actual damages from any cause whatsoever, and regardless

of the form of the action (whether in contract, tort (including negligence), product liability

or otherwise), will be limited to $50.

vii

A Guide to QuarkXPress

Introduction

Publishing with QuarkXPress

xvii

About this Book

xxi

About the Other Books

xxiv

QuarkXPress Basics

xxv

The Interface

xxx

1

Tools

The Tool Palette

1.3

Tool Overview

1.5

Item Tool and Content Tool

1.7

Rotation Tool

1.12

Zoom Tool

1.14

Standard-Shape Text Box Tools

1.16

Standard-Shape Picture Box Tools

1.18

Straight Line Tools

1.20

Straight Text-Path Tools

1.22

Bézier Tools

1.24

Freehand Tools

1.26

Linking/Unlinking Tools

1.28

Page Grabber Hand Tool

1.30

2

Palettes

Displaying and Arranging Palettes

2.3

Measurements Palette

2.4

Document Layout Palette

2.14

Style Sheets Palette

2.17

Colors Palette

2.19

Trap Information Palette

2.21

Lists Palette

2.26

Table of Contents

viii

A Guide to QuarkXPress

3

Menus and Dialog Boxes

File Menu

3.3

Edit Menu

3.33

Style Menu for Text

3.115

Style Menu for Pictures

3.137

Style Menu for Lines

3.146

Item Menu

3.149

Page Menu

3.201

View Menu

3.213

Utilities Menu

3.221

4

Customizing QuarkXPress

Setting Defaults

4.3

Setting Preferences

4.5

Kerning and Tracking Tables,

Hyphenation Exceptions, and Bitmap Frames

4.8

Saving XPress Preferences

4.10

Using XTensions

4.13

Managing Print Styles and PPDs

4.16

Using Apple Events Scripts

4.18

Understanding Nonmatching Preferences

4.19

5

Layout Tools

Arranging Documents

5.3

Navigating Documents

5.4

Changing Document Views

5.7

Using the Pasteboard

5.8

Using Rulers and Guides

5.10

Specifying Greeking

5.14

ix

A Guide to QuarkXPress

6

Document Basics

Creating New Documents

6.3

Opening Documents

6.5

Saving Documents

6.6

Saving Documents Automatically

6.8

Saving Revisions of Documents

6.10

Saving Documents as Templates

6.12

7

Box Basics

Creating Boxes

7.3

Resizing Boxes

7.8

Reshaping Boxes

7.10

Moving Boxes

7.18

Framing Boxes

7.20

Coloring Boxes

7.29

Merging and Splitting Boxes

7.32

Filling and Converting Boxes

7.38

Understanding Symmetry and Smoothness

7.40

8

Line Basics

Creating Lines

8.3

Resizing Lines

8.7

Reshaping Lines

8.10

Moving Lines

8.16

Applying Line Styles

8.21

9

Manipulating Items

Selecting Items

9.3

Moving, Reshaping, and Resizing Items

9.4

Cutting, Copying, and Pasting Items

9.5

Clearing and Deleting Items

9.7

Table of Contents

x

A Guide to QuarkXPress

Undoing and Redoing

9.8

Locking and Unlocking Items

9.9

Controlling the Stacking Order of Items

9.10

Grouping Items

9.12

Duplicating and Repeating Items

9.14

Spacing and Aligning Items

9.17

Rotating and Skewing Items

9.20

10

Document Layout

Creating Master Pages

10.3

Formatting and Applying Master Pages

10.9

Creating Multipage Spreads

10.12

Numbering Pages and Sectioning Documents

10.15

Inserting, Deleting, and Moving Pages

10.17

Working with Text Chains

10.21

Creating “Continued” References

10.26

Working with Columns

10.28

Changing Page Size and Facing-Pages Status

10.30

Copying Items and Pages Between Documents

10.32

11

Text Basics

Editing Text

11.3

Importing and Exporting Text

11.6

Finding and Changing Text

11.9

Finding and Changing Attributes

11.12

Changing Fonts in a Document

11.16

Checking Spelling

11.19

Using Auxiliary Dictionaries

11.22

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A Guide to QuarkXPress

12

Typography

Conﬁrming Typographic Preferences

12.3

Applying Character Attributes

12.5

Specifying Kerning and Tracking

12.13

Applying Paragraph Attributes

12.18

Specifying Alignment and Indents

12.19

Specifying Leading and Paragraph Spacing

12.22

Setting Tabs

12.25

Controlling Widow and Orphan Lines

12.28

Controlling Hyphenation and Justiﬁcation

12.30

Working with Style Sheets

12.39

Positioning Text in Text Boxes

12.48

13

Graphics in Typography

Converting Text to Boxes

13.3

Running Text Around Items

13.5

Creating Text Paths

13.16

Creating Initial Caps

13.21

Specifying Anchored Rules

13.24

Anchoring Boxes and Lines in Text

13.27

14

Pictures

Understanding Picture File Formats

14.3

Importing Pictures

14.9

Exporting Pictures

14.13

Manipulating Pictures

14.16

Applying Contrast to Pictures

14.23

Applying Custom Halftone Screens to Pictures

14.27

Creating and Editing Clipping Paths

14.29

Listing and Updating Pictures

14.38

Table of Contents

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A Guide to QuarkXPress

15

Color

Specifying Spot Versus Process Colors

15.3

Specifying Matching System Colors

15.4

Creating and Editing Colors

15.6

Applying Color, Shade, and Blends

15.19

16

Trapping

Understanding Trapping

16.3

Trapping Guidelines

16.5

Specifying Default Trapping

16.6

Specifying Color-Speciﬁc Trapping

16.12

Specifying Item-Speciﬁc Trapping

16.16

Trapping EPS Pictures to Background Colors

16.21

Creating and Using a Rich Black

16.23

17

Libraries

Creating New Libraries

17.3

Opening Libraries

17.4

Working with Libraries

17.5

Working with Labels

17.8

Saving Libraries

17.10

18

Books

Creating New Books

18.3

Opening and Saving Books

18.4

Working with Chapters

18.6

Controlling Page Numbers

18.11

Synchronizing Chapters

18.13

Printing Chapters

18.16

Creating Tables of Contents and Indexes

18.18

xiii

A Guide to QuarkXPress

19

Lists

Preparing Style Sheets for Lists

19.3

Specifying Lists

19.4

Displaying Lists

19.7

Updating Lists

19.9

Working with Lists in Books

19.11

20

Indexes

Installing the Index XTensions Software

20.3

Using the Index Palette

20.4

Specifying the Index Marker Color

20.9

Creating Index Entries

20.10

Creating Cross-References

20.14

Editing and Deleting Index Entries

20.17

Building Indexes

20.19

Editing Final Indexes

20.22

Nested Index Quick Reference

20.24

Run-in Index Quick Reference

20.25

21

Output

New Printing Features in QuarkXPress

21.3

Specifying Printing: The Print Dialog Box Tabs

21.4

Specifying Print Dialog Box Settings

21.17

Creating and Using Print Styles

21.19

Printing Color Separations

21.21

Specifying Setup for Imagesetters

21.22

Updating Picture Paths

21.24

Printing Odd-Sized Documents

21.25

Preparing Documents for Service Bureaus

21.29

Understanding DPI vs. LPI

21.30

Table of Contents

xiv

A Guide to QuarkXPress

22

Technical Notes

An Introduction to Troubleshooting

22.3

The Document Environment

22.4

The Application Environment

22.6

The Operating System Environment

22.8

The PostScript Environment

22.10

23

QuarkXPress Passport Edition

QuarkXPress Passport Terms

23.3

Managing Language Files

23.4

Specifying the Program Language

23.5

Assigning Languages to Paragraphs

23.6

Checking Spelling

23.7

Hyphenation Methods

23.9

Saving Documents with Multiple Languages

23.11

24

Appendices

Error Messages

24.3

XPress Tags

24.29

Crossplatform Issues

24.42

25

Glossary

26

Index

Introduction

Publishing with QuarkXPress

xvii

About this Book

xxi

About the Other Books

xxiv

QuarkXPress Basics

xxv

The Interface

xxx

For internal use by licensee only. The information in this electronic ﬁle may not be disseminated in any form to any unlicensed person or entity

without prior written consent of Quark Technology Partnership or its licensee, Quark, Inc.

Introduction

From the simplest brochure to highly complex

corporate communications, QuarkXPress encourages

you to push the boundaries of professional publishing.

With superior color capabilities, exceptional picture

handling, and precise typographic controls,

QuarkXPress increases your publishing power.

Create exciting and effective pieces that deliver your

message with impact. It’s no wonder QuarkXPress is

the leading choice among professional designers and

corporate publishers worldwide.

xvii

A Guide to QuarkXPress

Publishing with QuarkXPress

QuarkXPress is electronic publishing software. You can use it to create any

kind of publication, from a black-and-white business card to a multicolor

magazine. The best way to integrate QuarkXPress into your production

process depends on many factors, including the kind of publications you

create, how they are printed, the other hardware and software you use for

publishing, and the size and needs of your production staff. You will ﬁnd

that, no matter how you use QuarkXPress, the program’s ability to perform

virtually all layout and production tasks will make the publishing process

easier and will let those who use it do their jobs faster and more creatively.

Planning the project

Before you can begin creating a publication, you should answer a number

of basic questions. First, what kind of publication will you create? In the

case of a magazine or newspaper publishing organization, that decision

has already been made. An advertising agency working with a corporate

client, however, may have to do some information gathering before

deciding what kind of publication will best meet a client’s needs.

Once you know what you’ll be publishing, you can address other

important issues. What size will your publication be, and what colors

will be used to create it? How will your publication be produced,

printed, and distributed? And, what effect do budget considerations

have on the publication planning process? Production can begin only

after these issues have been addressed.

xviii

A Guide to QuarkXPress

Designing the layout

A designer must make dozens of decisions when planning and designing

a publication. Page size, margin widths, number of columns, the use of

typefaces and type styles, and the use of color are just a few of the design

issues that must be considered. QuarkXPress can help designers work

through the planning process and develop a preliminary design. During

production, the ﬂexible layout environment of QuarkXPress lets designers

rework and reﬁne the preliminary design until they are satisﬁed.

Editing text

Because QuarkXPress includes powerful word processing capabilities, you

can write directly in QuarkXPress. Basic editing features like cut, copy,

paste, and delete, plus more sophisticated features such as drag-and-drop

text, ﬁnd/change, and spell checking let writers enter and edit text without

having to purchase and learn a separate word processing program. For

long publications, QuarkXPress provides features for tracking multiple

documents, generating a table of contents, and creating an index. It is

also possible to generate text using a word processing program, and then

import the text directly into a QuarkXPress layout.

Creating and importing graphics

While writers and editors work on text, graphic artists create the illustra-

tions, photographs, and other graphic elements that will accompany

text and enhance the layout.

Using the drawing tools in QuarkXPress, designers can create boxes and

lines with straight edges and Bézier curves. The ﬂexible drawing tools let

designers create charts, line drawings, and other design elements directly

in QuarkXPress. You can also ﬂow text along any shaped path, and even

convert characters to boxes.

Introduction

xix

A Guide to QuarkXPress

Publishing with QuarkXPress

With QuarkXPress, you can import many types of pictures, including

line art, and grayscale or color digital images in various ﬁle formats (TIFF,

EPS, etc.). QuarkXPress has the ability to read or create a custom clipping

path for an image. This lets you precisely control how much of an

imported picture appears on the page. Once imported, you can use

QuarkXPress to separate color layouts into color separation plates.

Fine-tuning the layout

The ﬁnal stage of production begins when all the editorial and design

elements are ready to be combined and laid out on the page. No matter

how you generate your text and graphics, the page layout features in

QuarkXPress let you build documents quickly.

You can create templates for often-used document layouts so that you can

quickly place text and pictures onto formatted pages. Using paragraph

style sheets, you can style text into headlines, subheads, body copy, and

captions, making even complicated text formatting a simple, one-step

process. With character style sheets, you can apply multiple formats to

individual words in one step.

Typographic polishing can include everything from precise adjustments, to

leading, kerning, line spacing, word spacing, and character spacing to ﬁne-

tuning hyphenation and line breaks. Text adjustments can be made locally

or implemented on a global scale by editing kerning and tracking tables

and using an increasingly sophisticated group of typographic preferences.

Imported pictures can be framed, rotated, skewed, sized, and cropped.

You can also add background color and shade to some imported picture

formats. Sophisticated text runaround controls let you create elegant

text wraps around pictures and items.

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