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Typesetting in...

Know your way in EasyType

StyleCollection #

StyleCollection is basically an XML file. A snippet of the XML is as below:

At present, StyleCollection is maintained at the backend. User Interface-based mapping is on the make. StyleCollection must include a comprehensive list of all styles used in inhouse. In case a new style is introduced, StyleCollection must be updated.

EasyType Engine #

EasyType engine, when invoked, selects the chapters of the book to be typeset and all of its corresponding definitions (as described in the following section) such as fonts, art files, PDF Preset, and scripts, and places these in the appropriate folders on the InDesign server and triggers the autopagination in InDesign.

Template and Configurations #

An InDesign template details all style elements while configurations are lists of various elements that are needed for the template in order to produce a near-perfect typeset manuscript. Following are the various configurations supported by EasyType.

  • Adobe scripts – These are common scripts that may be needed. PageMajik supports InDesign scripting formats such as .jsx and .jsxbin and AppleScripts. PageMajik does not support Windows VB scripts. If you have a custom script for global changes, you can upload the InDesign script as one of the configuration files, and EasyType will execute it.
  • Common Art – Images used in every chapter across the book can be uploaded here.
  • Fonts – PageMajik supports all font file formats supported by InDesign. Fonts need to be uploaded as a .zip file.
  • Instruction – Any notes/instructions for the typesetter/compositor/designer can be uploaded to PageMajik. There is no restriction on file format here.
  • Library – Repeated design elements are usually defined as InDesign Library items. These definitions can be uploaded as a .indl file to PageMajik. For example, a box design that will be reused for a type of box., and you can create this as a library and upload the .indl file.
  • PDF Preset – PageMajik supports uploading in-house PDF preset definitions as a .joboptions file.

PageMajik supports uploading the template for the book as a .idml file. The native format for InDesign templates (.indt file) can also be uploaded along with the .IDML file.

Please note that the template and the configurations are applicable at the book level. This helps bring consistency across chapters.

Template Definition in InDesign #

As you know, InDesign Templates are the control elements of automated typesetting in PageMajik. Once defined, EasyType will take care of typesetting the entire book automatically according to the pre-defined design in a matter of minutes. All you need to do is review the typeset document for aesthetics. In order to achieve a certain degree of perfection in the output from EasyType, it is important that the InDesign template is defined properly. Please find below a list of mandated definitions and also best practice definitions.

Mandated Definitions #

By default, any document you create would have a master page. The following are the definitions that need to be in place for the automation.

  1. If you need to have different masters, say for example, the chapter title may have a different outlook than the chapter pages. To achieve the automation, the master page name must match with the paragraph style, i.e., let us say in this case the paragraph style is CT for chapter title, the master page in the InDesign template also must be CT.
  2. All the text frames in the InDesign template must be linked for the text to flow. In case you have more than one master page, the text frames across all the master pages must be linked for the text to flow.
  3. InDesign supports the use of reserved symbols such as </> in styles and style names. However, EasyType engine relies on XML and hence does not use these symbols while defining the styles.
  4. If the page must be in multiple columns, define columns in master page using layout option in InDesign.
  5. Always define styles (paragraph, character, object, cell, etc) in the template for every element/design of manual formatting. For example, do not increase the font size, format as bold and change colour to define a heading. Instead, define the style as Heading1, H1, etc with the required properties.
  6. To apply cell styles defined in the template automatically, ensure that the cell style name matches the table’s paragraph style name.
  7. Multiple paragraph styles can be grouped using PageMajik’s Editor. If a library must be applied to the group, then the library item name and the group style name should match.
  8. Like character style and paragraph style, object styles are styles for formatting objects. For automatically applying the object style to a library item, the object style name should match the library item name.
  9. Always ensure that the template uploaded to PageMajik has object/character/paragraph style set to “None”. This sets the styles to default instead of beginning with an inherited property.
  10. In a library item, if an object needs a rule at the bottom and the rule’s vertical position is not always the same, use the layer name “BottomRule” while designing the rule object. EasyType will automatically align the rule to the bottom of the object.
  11. When a template is uploaded into PageMajik, ensure that it has only the style definitions and no content.
  12. Include a library item with an empty text frame and name it as “TBL” – this is needed for pasting floating tabular content.
  13. Marginal queries – EasyType will convert the comments entered in the DOCX/XHTML to InDesign notes and place them as marginal queries (outside margin). To have the texts in the query formatted, define a style called AQ with the required properties.

Best Practices #

  1. Define running header, footer and text area.
  2. Add a page number marker to a master page for automatic page numbering.
  3. Use a text variable to set the running head in the template.
  4. Use the auto numbering/bullets of InDesign Style to define lists.
  5. In case you use text frames, turn on auto size feature to fit the text when it overflows.
  6. Use paragraph indent instead of spaces and tabulations.
  7. Use breaks and keep options.
  8. Use Paragraph Border and Shading options instead of having separate library item
  9. In case you use text frames, turn on auto size feature to fit the text when it overflows. This is useful when creating the library objects.

Illustrations in InDesign #

This section shows using screen shots how to achieve the mandated definitions explained in the above section.

Mandated Definitions #

By default, any document you create would have a master page. The following are the definitions that need to be in place for the automation:

1.    If you need to have different master pages for a book chapter or a journal article, the master page name must match the paragraph style that it corresponds to. Say for example, the layout of the chapter title page differs from subsequent chapter pages. If the paragraph style is CT for chapter title, then the master page in the InDesign template should have an identical name, which in this case is CT.

2.    All the text frames in the InDesign template must be linked for the text to flow. The master pages need to be linked and the pages in the document should also be linked.


 3.    InDesign supports use of reserved symbols such as </> in styles and style names. But as the EasyType engine relies on XML, these symbols should not be included in style definitions as there would be a conflict.

4.    If the page must be in multiple columns, define columns in master page using layout option in InDesign.

 5.    Always define styles (paragraph, character, object, cell, etc) in the template for every element/design of manual formatting. For example, do not increase the font size, format as bold and change colour to define a heading. Instead define the style as Heading1, H1, etc with the required properties.

6. To apply cell styles defined in the template automatically, ensure that the cell style name matches the table’s paragraph style name.

7.    Multiple paragraph styles can be grouped using PageMajik’s Editor. If a library must be applied to the group, then the library item name and the group style name should match.

8.    Like character style and paragraph style, object styles are styles for formatting objects. For automatically applying the object style to a library item, the object style name should match the library item name.

9.    Always ensure that the template uploaded to PageMajik has object/character/paragraph style set to “None”. This sets the styles to default instead of beginning with an inherited property.

10. In a library item, if an object needs a rule at the bottom and the rule’s vertical position is not always the same, use the layer name “BottomRule” while designing the rule object. EasyType will automatically align the rule to the bottom of the object.

11. When a template is uploaded into PageMajik, ensure that it has only the style definitions and no content.

12. Include a library item with an empty text frame and name it as “TBL” – this is needed for pasting floating tabular content.

13. Book Sequence & Combine PDF – Refer Appendix A – on how to sequencing the chapters of a book and generating the combined/book PDF (similar to InDesign book and exporting it as a book PDF).

14. Config project interface – use this option to update the configuration files (InDesign template and/or libraries, fonts, etc.)

15. The same library item name can be used with a different Object type definition for placing content and/or graphic. For example, if a sidebar text must be placed in the margin, and per the design, an arrow must be inserted close to the place that relates to the sidebar, then:

Library item SIDEBAR with object type “TEXT” and paragraph style SIDEBAR will ensure that the text is placed in the sidebar text frame. Its object style will determine its placement (e.g., in the margin). If an arrow is needed in the corresponding paragraph, then a second library item SIDEBAR with an object type “GEOMETRY” is needed.

16. For defining finer spacing and placement of floating elements and applying library items within the style, use the InDesign script “Design_UserInput” and add relevant information. You can request for this script by sending the email to support@pagemajik.com

17. Unnumbered images (with or without caption) for which placement must be determined during automation (Top/Bottom/Side/etc.) must be grouped as “UnFig”.

18. For automatically resizing and repositioning opener page elements, use the “Script Label” to name the text frame and ensure that it matches the group style name.

19. To move the contents of group style to a text-frame, the layer name of the text frame should be the name of the group style.

20. Having the physical file name of the image in the XHTML file and has the style name as “Photo”, “Image”, “Map” would bring the image provided the artlog.xml must be saved in the Art folder. And to place these images in a specific position, insert the graphic frame at the appropriate position in the template and name the Layer as “PhotoPMI” and the object style can also be applied.

21. Stacked Headings – Above space for stacked heads (style names beginning with “Heading” or “Head” or “H” followed by a numeral) will be automatically removed during InDesign automation.

22. Equation: [IMG]Eqn1.eps[/IMG]

Equations available as image files in the Art tab will be automatically brought in if the filename is enclosed within “[IMG]…[/IMG]” (without quotes) in the DOCX / XHTML.

23. A “no break space” is automatically inserted in the following instances:

  • figure/table/box followed by a number
  • “et” followed by “al”
  • number followed by units such as “km”, “mm”, etc.

24. Part Opener and Chapter Opener can be included in the same template. PageMajik will recognise one from the other by a blank page between the two. Note that the master page name and the first paragraph style of the page should match.

25. AutoPrimaryColor – Refer Appendix B – on how EasyType will automatically apply the primary colour defined in the template.

26. Placement of Icons – To place the different icons for the same paragraph style with static text. Same as Appendix B, with the following changes:

  • The layer name of the text-frame should be “Iconplacement”.
  • The logic should be: <paragraph style name>=<library name>=<static text>

27. Auto TOC Generation – Refer Appendix C – on how EasyType will automatically generate and place the TOC.

28. WebDav

CS6 – if PageMajik server is the Production server, WebDav must be connected. You can download the “WebDavC” app from PageMajik. Contact support@pagemajik.com to get the link of the app. This is for Macintosh system only. In Windows/PC, the webdav can be connected through “Add a network location” option.

CC – use InDesignSync to maintain the links.

29. InDesignSync – an InDesign plugin to work with PageMajik within InDesign – Refer Appendix D

30. Final Round – to generate the proof (PDF & XHTML) without PageMajik’s hyperlinks on the PDF, choose the option “Final Round” when generating the proof in PageMajik website.

Best Practices #

1.    Define running header, footer and text area.

2.    Add a page number marker to a master page for automatic page numbering.

3.    Use a text variable to set the running head in the template.

4.    Use the auto numbering/bullets of InDesign Style to define lists.

5.    In case you use text frames, turn on auto size feature to fit the text when it overflows.

6.    Use paragraph indent instead of spaces and tabulations.

7.    Use breaks and keep options.

8.    Use Paragraph Border and Shading options instead of having separate library item

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