Adobe FrameMaker: A Few Favorite Timesavers

by Barb Binder

Over the past 20+ years, I’ve worked primarily as a computer trainer, but try to set aside between 20-25% of my time for production work. This gives me a chance to get out of the classroom and relax, but also to learn what it’s like for my students to actually work in their software. Here are a few of my favorite FrameMaker shortcuts:

  • Go to your computer’s Control Panel and open the Mouse controls. On the Pointer Options tab, select Automatically move pointer to the default button in a Dialog Box and click OK.
    Move mouse pointer to default button
    FrameMaker’s dialog boxes pop up all over the place. This one little checkbox will save your wrist the extra movement to reach the OK button. Especially important as our monitors get larger and larger!
  • Rapidly pull out all those extra hard returns: Find: \p|\p, Change to: \p and turn Use WildCards on.
  • Use keyboard shortcuts. Tables are one place where I slow down in production. I particularly like these (remember that all Escape key shortcuts are sequential-you can execute them with one finger):
    • Esc ti (Insert a table)
    • Esc ta 1 t Enter (Add a header row)
    • Ecs tl (straddle selected table cells)
    • Esc tw (shrinkwrap cells to selected cells contents)

My FrameMaker students will all recognize this sentiment, which I drill into them during class: when you can shave seconds here and there from your workflow, those seconds will eventually grow into minutes and hours. And for the longest jobs, the time you save can mean the difference between a free weekend, and one spent in front of the computer, trying to make your deadline.

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Adobe Acrobat: Did you Know Acrobat.com has Shared Workspaces?

by David R. Mankin

We all used to share documents by shooting them back and forth via email.  Many people still do.  Not me – not anymore.  I signed up for my free Acrobat.com account right after Adobe made the amazing service available.  I’ve written about it several times.  From a browser on any computer in any office, train station or coffee shop, I can log in and access my online-hosted documents, as well as any files that a friend or colleague has specifically shared with me.  I can create a spreadsheet, presentation or word processing document from scratch as well.  Nice.

Recently, Adobe has again upped the ante with its Acrobat.com service, and has integrated a new feature called Shared Workspaces.  Instead of sharing individual files with others, you can now set up an online workspace into which you upload or copy files.  Instead of sharing these files one at a time, you can now share the entire workspace at once.  The free service allows for one shared workspace (into which you can create your own folders), but Acrobat.com’s pay service enables multiple workspaces.  Mighty tempting!

Adobe Acrobat: Shared Workspaces on Acrobat.com

Your colleagues can log in from anywhere and access the contents of the workspace.  Working on a project with Bill from the San Francisco office?  No problem.  Share away.  Want to know if Bill has logged in to access the project’s files?  All that information is there for you to see.  Any participant can upload and download files to utilize.  If they make edits, they may upload the revised doc, but not to worry – they’ll receive a rename/overwrite option before they can replace the online version with their edits.

Adobe Acrobat: Shared Workspaces on Acrobat.com

Folks who attend my Acrobat training sessions around the world (both virtually & in the classroom) are always surprised at how flexible, interactive and useful a PDF file can be.  Don’t let your PDF files sit there and only ask to be looked at and printed. They can be much more useful in the workplace… and so can you. Once you learn what Acrobat technology can do.

Learn what PDF technology is all about… and how to use Acrobat 9 to create, edit & enhance your PDF files.  I offer training classes in Adobe Acrobat 9, either in your facility or online.

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Adobe FrameMaker: Dictionary-Style Running Heads

by Barb Binder

If you are creating reference materials like a dictionary, glossary or telephone directory, you may be called on to produce “live” running heads, but with a twist. FrameMaker’s Running H/F 1 variables are all set to go gather paragraphs from a document and display them in a running head, but the assumption is that you want the first paragraph from the page.

For example, if page two has three Heading1s, and you set your variable to <$paratext[Heading1]>, FrameMaker will pull the first Heading1 off the page, and will ignore the other two. In reference materials, that will work great for the left page header, but you may find it helpful to pull the last Heading1 off of the right hand pages, to show the range of information that appears on the facing pages spread. Here’s how:

  1. Set the Running H/F 1 variable on the left page to <$paratext[Heading1]>.
  2. Set the Running H/F 2 variable on the right page to <$paratext[+,Heading1]>.

That’s it! The plus sign (+) tells FrameMaker to find the last paragraph on the page matching the tag rather than the first paragraph.

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Adobe Acrobat: Proofing a Large Doc on a Small-Format Printer

by David R. Mankin

You want a big sign!  Nothing permanent, but you’d like to make a quick, VERY large printout.  Your printer, however, can’t accommodate paper larger than legal size.  Let me show you how to print a “normal-sized” document to larger proportions… using Acrobat!

The print dialog box in Acrobat is one of the most flexible and thorough I’ve ever seen.  If you think about it, it would have to be feature-rich, since professional print shops accept PDF files as press-ready media.  The secret to printing a PDF file to a desired size is in the Page Scaling dropdown.  To print an 8.5 X 11 inch page to poster size, you’ll change the Page Scaling option to Tile all pages.  Next, select a desired Tile Scale percentage.  In my example, I chose 200%.  The print preview on the right shows exactly how the pages will be imposed onto (in this example) 6 letter-sized pages.  I kept the default Overlap of 0.005 inches, but you can dial in whatever you’d like.  All that’s left is to print and assemble your pages like a puzzle – either with tape, glue stick, etc.  That was easy.  You can use the page scaling options to print multiple pages per sheet of paper as well.

Adobe Acrobat: Tiling large docs on a small-format printer

So it seems you can either save the environment by printing a document on fewer sheets, or ruin our planet for future generations by making posters out of letter-sized PDF files.  So much power in your hands from one dialog box!

Who knew?  If that type of print page scaling flexibility came as a surprise, you might want to consider signing up for some training. Learn what PDF technology is all about… and how to use Acrobat 9 to create, edit & enhance your PDF files.  I offer training classes in Adobe Acrobat 9, either in your facility or online.

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Adobe FrameMaker: Even Smarter Running Heads

by Barb Binder

In a previous post, Adobe FrameMaker: Smart Running Heads, I covered creating smart running heads (using variables for “live” running heads that pull data off the page). These are great for your readers because they can tell at a glance what chapter and/or section they are in.

But what if you need to pull different paragraph formats into the running heads in different documents (for example, you want your contents title in your table of contents, your chapter titles in the main body of the book, and the index title in the index)? You could set up different master pages in each document, but then if you need to make a global change to, let’s say the margins, when you import your Page Layout formats, you’ll wipe out the customization. I have a much better way for you:

  1. Choose View > Master Pages.
  2. Click in a background frame to set up a header or footer.
  3. Choose Format > Headers & Footers > Insert Other.
  4. Scroll down to the Running H/F variables and select Running H/F 1 (assuming you aren’t using it elsewhere. If you are and don’t want to mess it up, just pick the next available Running H/F variable–you have a total of 12, and I’m pretty sure you aren’t using all of them.)
  5. Examine the default definition: <$paratext[Title]>
    Adobe FrameMaker: Running/Header Footer 1
    In English, this says: “go get the paragraph text of the paragraph format called Title and put it in the running head.”
  6. Click the Edit button on the Variables pod (button number 3):
    Adobe FrameMaker: Edit Variable Definition Button
  7. Edit the variable definition to call out each of the formats you’d like to see in your running head:<$paratext[ContentsTitle,ChapterTitle,IndexTitle]>In English, the variable now says: “If you can find a ContentsTitle, go get it and put it in the running head, but if you can’t find it, see if you can find ChapterTitle and put that in the running head. If you can’t find either, see if you can find IndexTitle and put that in the running head.”

Wow! Now you can have one variable that works for the front matter, the body of the book, and the back matter. That’s a smart variable!

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Adobe FrameMaker: Smart Running Heads

by Barb Binder

One of the FrameMaker features I rely on heavily for my technical documents is the use of “live” headers and footers. Once I get them set up, they will automatically pull text off of my page into the running heads so that the reader can quickly see what chapter they are in, or what section, or both.I accomplish this through the use of System Variables. There are lots of variables in FrameMaker, but the ones I’m talking about here are the Running H/F variables. To use them you need to begin by identifying the text in the document that you would like to appear in your running heads. The usual suspects would be the chapter title and the section titles. Once you identify the text, you need to jot down the exact spelling of the paragraph formats that are assigned to them. If you are using the default paragraph format names, these might be “Title” and “Heading1″. The names themselves don’t matter, but matching the spelling and capitalization does, so you need to know exactly what the format names are, before proceeding. Ready? Here we go:

  1. Choose View > Master Pages.
  2. Click in one of the header or footer background frames
    Adobe FrameMaker: Background footer frame
  3. Choose Format > Headers & Footers > Insert Other.
  4. Scroll down through the list of variables until you find Running H/F 1. Click on it once to select it:
    Adobe FrameMaker: Locate Header/Footer 1
  5. Evaluate the Definition to see if it will work for you as is. The default definition reads: <$paratext[Title]>.
    In English, this says “go get the paragraph text of the paragraph format called Title and put it at the cursor position.” As long as you are using the default chapter title name Title, that will work. But what if you opted to call all of your titles ChapterTitle? Then you better update the definition to read <$paratext[ChapterTitle]>. Remember, if the format names don’t match exactly, they won’t work.
  6. If you need to update the definition, click the little gear button on the Pod toolbar (button number 3). Otherwise, skip to step 8.
    Adobe FrameMaker: Edit Variable Definition
  7. Edit the Definition to match your spelling of the title format, and then click Edit:
    Adobe FrameMaker: Edit Variable Definition dialog box
  8. To insert the variable into the background frame, click the Insert button on the Pod toolbar (button number 1).
    Adobe FrameMaker: Insert the new variable
  9. Repeat for the facing page, if you’d like, and then return to the Body pages.

Here’s the best part. Once the Running H/F variables have been set up, changing the paragraph text on the page automatically updates the running heads. It’s magical!

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Adobe InDesign CS4 & CS5: Replacing Text with Icons, Really Fast!

by Barb Binder

A little known addition to Adobe InDesign CS4 was the ability to replace an object by pasting the contents of the clipboard. This can be useful in a variety of ways, but it’s is the single easiest way to replace a text string with an icon in a document. Here’s how:

  1. Select an image with the Selection tool. In my example below, I want to replace the word airline with the icon of the airplane, so I selected the airplane icon in the top left corner:
    Adobe InDesign CS4 & CS5: Replace text with an icon
  2. Edit > Copy
  3. Edit > Find/Change
  4. Type in the word you want to find, in my example it’s “airplane”. Next, click the @ icon at the far right of the Change to line. Choose Other > Clipboard Contents to tell InDesign to paste the contents of the clipboard:
    Adobe InDesign CS4 & CS5: Find/Change > Replace > Other > Clipboard Contents
    In this example, you can pick either Formatted or Unformatted. Since we are pasting an icon, it won’t make a difference. If you use this later with text in the clipboard, you’ll be able to specifiy if the text should be pasted with or without it’s formatting. I picked Formatted, so my Find/Change dialog box looks like this:
    Adobe InDesign CS4 & CS5: Find/Change > Replace > Other > Clipboard Contents
  5. Pick Change All to replace each occurrence of the word “airline” with the icon. It’s that easy!
    Adobe InDesign CS4 & CS5: Text replaced with an icon

p.s. In the spirit of full disclosure, I applied a baseline shift of -9 to shift the airplanes down so that they appear centered on the text lines. If you are going to do this, be smart and create a Character Style to handle the shift and then apply it during the find/change so that it’s all automatic:
Adobe InDesign CS4 & CS5: Apply a Character Style during the Find/Change

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Adobe FrameMaker: Copy Special

by Barb Binder

Like most modern computer users, I’m a big fan of copy & paste. I bet you are too, but have you ever wondered about FrameMaker’s Copy Special? What’s it all about, Alphie?

Basically, Copy Special extends the copying option to formatting, condition tags and even table column widths. Of course, once these items are in the clipboard, you can paste them elsewhere in your documents.

When you place your cursor within a text flow, and then choose Edit > Copy Special, you can select from four options:

  1. Character Format. Pick this one when your cursor is sitting inside a Character format. Then, highlight a word or phrase and tap Control + v (it’s always Paste, not Paste Special with a Copy Special) to paste the Character format onto the selected text.
  2. Paragraph Format. Pick this one when your cursor is anywhere inside a paragraph. The paragraph format is copied to the clipboard and you can paste it onto any paragraph that needs the same format applied, by simply clicking into the new paragraph and tapping Control + v.
  3. Conditional Text Settings. You can use this to avoid the notoriously-difficult Conditional Text pod/panel combo to apply Condition Tags. Place your cursor within a condition tag, Copy Special to copy the tag to the clipboard, highlight words, anchored frames and/or table cells and tap Control + v to assign the condition tag to the selected object.
  4. Table Column Width. If your cursor is in a table, you can copy the column width value, select one or more columns, and paste to make them all the same.

Now, those of you who want to be really clever can combine Copy Special with Find/Change. An example of a regular F/C activity in my workflow is to find all of the bulleted paragraphs in a file imported into FrameMaker from Word and change them to my Bullet paragraph format. Here are the steps:

  1. Assign the Bullet format to the first bullet item.
  2. Click inside and choose Edit > Copy Special > Paragraph Format.
  3. Open Edit > Find/Change and set it up as follows to search for all single bullets followed by a tab, and change it by pasting the Bullet format
    Adobe FrameMaker: Find/Change By Pasting
  4. Use Find, Change, Change & Find and/or Change All to update the document(s).
  5. This particular technique leaves me with double bullets (the original Word bullets plus the ones I defined in my Paragraph Format), so I finish up with:
    Adobe FrameMaker: Find/Change
    to search for all of the bullets and tabs and replace with nothing.

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Adobe FrameMaker: Gravity

by Barb Binder

Gravity is one of the least understood commands in the Graphics menu. This is partially because none of us do a lot of drawing in Frame, but also because it doesn’t work as expected. It sits above the more commonly-used Snap command-which allows you to snap objects to grid settings defined in View > Options. You enable Gravity when you want to make it easier for one object to touch another.

When Gravity is first activated via Graphics > Gravity, most of my FrameMaker students assume that when they try to move one object near another, Gravity will simply pull the object in and allow easy alignment.

Wrinkled brows normally follow as I watch their faces. Gravity does exert a pull between objects, but… gravity has no effect when you move objects. Wait, what? Read that sentence again. So when does Gravity work? In a nutshell, Gravity works when you are:

  • drawing a new object near an existing object;
  • resizing an object near an existing object; and
  • reshaping a path near an existing object

Here are a few more parameters to understand if you determine that Gravity will help you solve a need:

  • Objects have Gravity along their paths and at their corners;
  • Rectangles and ovals also have Gravity at their centers;
  • Some points on an object exert a greater pull than others. For example, the corners of a triangle attract the pointer more than its sides do; and
  • If Gravity and Snap are both selected in the Graphics menu, Gravity takes precedence.

As Adobe proudly declares in the FrameMaker Help System, “Gravity ensures perfect alignment.” Sure, but just make sure you understand that it works only when drawing or resizing, and not when trying to simply move existing objects so that they can touch each other.

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Adobe FrameMaker: Using Text Insets

by Barb Binder

Text Insets are great when you need to publish the same copy in several locations. Perhaps it is your mission statement, or a description of your company. Rather than rely on a Copy & Paste technique, which necessitates editing multiple documents when the need arises to revise the copy, you can work with just one file as a Text Inset.

Here’s how it works:
  1. In FrameMaker, create a document that contains the copy you wish to include in several publications. This file will be referred to as the source file.
  2. Save and close the source file
  3. Open up the first FrameMaker document that you would like to insert the copy into and use File > Import > File to import it. Be sure to select Import by Reference at the bottom of the Import File dialog box:
    Adobe FrameMaker: Import by Reference
    The Import Text by Reference dialog appears. There are three parts:
    1. Flow to Import: choose Body Page Flow to place your copy onto the Body page.
    2. Formatting of Imported Flow: Pick the first option to have the text formatting match the current catalogs, and the last option to retain the formatting from the source document.
    3. Updating of Imported Flow: if you select automatic, the changes will automatically be reflected in the current document when you update the source document. Otherwise, you have to request the update.
  4. Click Import. The text appears on the page. You import the same source files into multiple documents.

Now, here’s the cool part. When you get an edit to the source file, you just open it up directly, make the change and save your work. The next time you open up the files with the Automatic Update turned on, the changes will be reflected. If you opted for a manual update, just double click the Text Inset in the document and choose the Update Now button. If you wish to change the update status, click the Settings button. Sure makes editing and reusing text easy!

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