Adobe FrameMaker 9: Adding Tabs to a Table of Contents

by Barbara Binder
 
"Discoverable." That's a new Adobe buzzword for features that users can discover on their own. I'd say that adding a tab character between the entries and page numbers in a table of contents does not fall into that category. One of my most memorable consulting moments was watching a student update her FrameMaker book and TOC and then manually add all the tabs after FrameMaker stripped them out. I can only imagine what she was thinking with each tap of the Tab key: "I hate FrameMaker, I hate FrameMaker."

Don't hate FrameMaker! It's such a simple fix:

  1. Open your Table of Contents file.
  2. Choose View > Text Symbols to turn on the non-printing characters (if they aren't on already).
  3. Choose View > Reference Pages.
  4. Tap PgDn on your keyboard until you reach the TOC Reference Page, which looks something like this:

    TOC Reference Page

  5. Take a close look at the text. What do you see between each <$paratext> and <$pagenum> building block? It's a space!
  6. Delete the space after each <$paratext> and replace it with a tab character. In this image below, I've already set a right-aligned tab stop with leader dots, so adding the tabs scoots them over immediately. You will have to add the tab stop before your page numbers move to the right:

    Replace a space with a tab character

  7. Choose View > Body Pages.

    Reference Page changes to generated documents don't take effect until you update your book. Once updated, you'll be happy to discover that you will never need to add those tabs manually again.

    Say it with me: "I love FrameMaker, I love FrameMaker!"

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If you are new to FrameMaker and want to get up to speed quickly, join IconLogic's instructor-led, online Introduction to Adobe FrameMaker class. Hope to "see" you there.

***

About the author: Barbara Binder is the president and founder of Rocky Mountain Training. Barbara has been a trainer for nearly two decades and has been recognized by Adobe as one of the top trainers world-wide.

Adobe FrameMaker 9: Table Rules

by Barbara Binder

Ever wondered how to edit the rules listed in FrameMaker's Table Designer? When you are designing a new table format, or refining an existing one, you need to make decisions about how the ruling lines should look in your tables. When you go to the Ruling properties of the Table Designer, you are presented with 10 lists of available ruling styles:

Table Designer

In a new, default document, each list looks like this:

Default ruling styles

But what if you have other plans for your table rules? Let's say you'd like a thicker line than Thick, or perhaps want to use any color other than the default black?

Did you know that you can add/edit ruling styles through Custom Ruling & Shading? I didn't think so. This is one of my regular polling questions in my FrameMaker classes, and most students simply stare blankly at me when I ask the question. Based on my many years in front of FrameMaker students, this particular feature is not one I'd label as "discoverable" (Adobe-speak for a feature you'll easily find and figure out on your own).

Here's how to modify the ruling line lists:

  1. Choose Table > Custom Ruling & Shading.
  2. Click on one of the ruling styles in the list (I picked "Thick") and then click the Edit Ruling Style button.

    Edit Ruling Style button

  3. Now, what you do on the Name line will impact how the styles lists are modified:
    • If you leave a default name you will update the existing style;
    • If you type a new name, you will leave the default styles alone, and will be adding a new style to the list.
  4. In my example, I'm adding a new style called "Thickest". Pick the color, pattern, width (which means height), and whether you want a single or double line. I'm going with a 6 pt Forest Green rule.

    Edited ruling style

  5. Click Set to add/modify the ruling style, but don't click Apply! That would assign your new rule to whatever is selected in the table. Instead, just close or collapse the panel.

    Don't click Apply!!!

  6. Return to Ruling properties in the Table Designer and drop down any of the lists, and presto! Your new (or improved) ruling style is ready to go!

    The new rule in the list!

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If you are new to FrameMaker and want to get up to speed quickly, join IconLogic's instructor-led, online Introduction to Adobe FrameMaker class. Hope to "see" you there.

***

About the author: Barbara Binder is the president and founder of Rocky Mountain Training. Barbara has been a trainer for nearly two decades and has been recognized by Adobe as one of the top trainers world-wide.

Adobe FrameMaker 9: Deleting Empty Pages

by Barbara Binder

For those of you transitioning to FrameMaker from Microsoft Word, the empty pages left at the end of a document can be bothersome.
The first rule to learn is that the single fastest way to delete empty pages is to save your document. When you save, empty pages are deleted. Of course, this assumes a few things.

Choose Format > Page Layout > Pagination. Ensure "Before Saving & Printing" is set to Delete Empty Pages.

FrameMaker pagination

If you confirm the settings shown above, but the empty pages refuse to go away when you save or print, read on…

If the page in question is using a custom master page, choose Format > Page Layout > Master Page Usage and reassign the default Right/Left masters.

Master Page Usage

Save your work and the empty page should be gone.

If not, read on…

Another reason that empty pages stick around is if the master pages are using overrides. View the master pages via View > Master Pages and switch back the Body Pages (View > Body Pages). Select Remove Overrides.

Remove overrides

Save your work and the empty page should be gone. But… if not, read on…

Yet another reason a page won't go away is if the page contains the start of a new flow (i.e., Flow B) or a disconnected page. Choose Special > Delete Pages and remove the page manually.

Delete pages

If the page disappears, but returns after you update your book, it's likely the book pagination is set to add blank pages to force a new chapter to begin on a specific page side. In the book window, you can choose Format > Page Layout > Pagination and you'll find the same options you saw for single documents. Book commands override the document commands, so I just ignore document pagination and always set it at the book level.

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If you are new to FrameMaker and want to get up to speed quickly, join IconLogic's instructor-led, online Introduction to Adobe FrameMaker class. Hope to "see" you there.

***

About the author: Barbara Binder is the president and founder of Rocky Mountain Training. Barbara has been a trainer for nearly two decades and has been recognized by Adobe as one of the top trainers world-wide.

Adobe FrameMaker 9: That Flippin’ Toolbox

by Barbara Binder

FrameMaker toolsMost of us don't do a lot of drawing in FrameMaker these days, but sometimes we just need to add a quick line or rectangular element to the page. The toolbox gives you access to these drawing tools, along with various formatting commands.

To access the toolbox, just choose Graphics > Tools. It will appear at its default position, docked to the left of the page.

Getting rid of the toolbox is another matter. Resetting the workspace will do it, but if that's too drastic an action (because it also resets the toolbars, pods and panels, and then you will need to undock the toolbox.

Grab the top of the toolbox and drag it onto the page. Once it is undocked, you can simply click the X to close it.

Undocked toolbar

Before you close the toolbox, take a minute to click the double white arrows to the left of the X. Did you know you can flip the toolbox to a horizontal position?

FrameMaker horizontal toolbar

That's cool. Plus, now that it is horizontal, it fits nicely into the Toolbars. Just drag it up to dock it.

Docked, horizontal toolbar.

Truthfully, you don't need to flip it to dock it in the toolbars. Simply drag the vertical version up to the toolbar and it will flip itself.

It's good to know how to flip the toolbar though because if you ever get this far and you want to restore the floating vertical Toolbox, you won't need me to tell you to drag it out of the dock and click the double white arrows (located below the X on the rotated toolbox) to restore the vertical orientation.

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If you are new to FrameMaker and want to get up to speed quickly, join IconLogic's instructor-led, online Introduction to Adobe FrameMaker class. Hope to "see" you there.

***

About the author: Barbara Binder is the president and founder of Rocky Mountain Training. Barbara has been a trainer for nearly two decades and has been recognized by Adobe as one of the top trainers world-wide.

Adobe FrameMaker: Defining Bookmarks

by Barbara Binder

Bookmarks are navigational links listed in the Bookmarks pane in Adobe Acrobat (and Adobe Reader) that display page content in the Document pane. I use them as an always-visible, clickable table of contents.

To that effect, I normally create bookmarks that match my table of contents. For example, if my table of contents lists the chapter titles, along with the first and second level headings, then I make sure my bookmarks do the same thing. Here's how:

  1. Open a completed FrameMaker document or book.
  2. Choose File > Save as PDF (or File > Save Book as PDF).
  3. Name the file, and then click Save.
  4. Click the Bookmarks tab at the top of the PDF Setup dialog box:

    Bookmarks tab

  5. Leave Generate PDF Bookmarks selected. Press the [Shift] key on your keyboard and click the right-pointing arrow between the Include Paragraphs and Don't Include lists. (Shift-clicking will push everything over to the Don't Include list).
  6. Scan the Don't include list and double-click only the paragraphs you want to include in the bookmark list.

    In my example, I'm moving ChapterTitle, Heading1 and Heading2 back to the Include Paragraph list.

  7. Take a moment to set up the hierarchy, or Bookmark Level, by using the double chevrons to indent the secondary, and in my example, tertiary titles.

    Bookmark Hierarchy

  8. Click Set to generate the PDF.
  9. If you don't immediately see the bookmarks in the Acrobat file, choose View > Navigation Panels > Bookmarks.

    Finished bookmarks in a PDF.

The bookmarks panel will list the paragraph text for the paragraph tags that you specified, and you can expand and collapse the various heading levels, based on how you indented the paragraph tags with the double chevrons in step 7.

If you are publishing your PDF electronically, don't forget to make the Bookmarks Panel and Page the default under  File > Properties > Initial View in Acrobat because you can't count on the average reader to know how to display bookmarks:

Acrobat Initial View

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If you are new to FrameMaker and want to get up to speed quickly, join IconLogic's instructor-led, online Introduction to Adobe FrameMaker 9 class. Too elementary for your skill level? How about the Advanced FrameMaker 9 class? Hope to "see" you there.

***

About the author: Barbara Binder is the president and founder of Rocky Mountain Training. Barbara has been a trainer for nearly two decades and has been recognized by Adobe as one of the top trainers world-wide.

Adobe FrameMaker: File Info and MetaData and PDFs… Oh My!

by Barbara Binder

As a long-time Adobe Acrobat instructor, I've spent many hours showing Acrobat students how to modify and enhance their PDF documents. They learn how to add bookmarks, links, movies, document properties, and more.

These are great features that should be part of any interactive PDF document, but if you put them directly into the PDF, you will overwrite them if you ever have to enter corrections into the source file and then regenerate the PDF.

A much more efficient workflow is to do as much work as possible in the source files. In this article, I want to show you how to enter  document information directly into FrameMaker so that it will be in the PDF document as soon as you create it.

File information, called metadata, is often added to the document properties of a PDF document to make it easier to search. (You can view the properties by choosing File > Properties, and clicking the Description tab.) To enter this information into FrameMaker in advance of the PDF conversion, follow these steps:

  1. Open a FrameMaker document (this also works for a book file).
  2. Choose File > File Info.
  3. Enter your metadata into the following dialog box (if you are not sure what to add into the various boxes, please see the notes at the bottom of this article).

    FM File Info.

  4. Click the Set button.
  5. Save the document.
  6. Choose File > Save as PDF.
  7. After naming the PDF, choose your favorite conversion settings and click the Set button.
  8. When the file opens in Acrobat, choose File > Properties > Description to see the metadata displayed in the resulting PDF.

    Acrobat Document Info.

Notes on XMP Fields:

  • Title: Use a good, descriptive document title.
  • Author: Identify the person or group responsible for the document.
  • Subject and Keywords: Can be used either alone or together, to categorize documents by type.
  • Copyright: Copyright information.
  • Web Statement: The location of a web page describing the owner and/or rights statement for this resource.
  • Job Reference: Supply number or publisher's job references.
  • Marked: If the information in the file is copyrighted, pick Yes. If in the public domain, pick no. When unsure, pick Unknown.

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If you are new to FrameMaker and want to get up to speed quickly, join IconLogic's instructor-led, online Introduction to Adobe FrameMaker 9 class. Too elementary for your skill level? How about the Advanced FrameMaker 9 class? Hope to "see" you there.

***

About the author: Barbara Binder is the president and founder of Rocky Mountain Training. Barbara has been a trainer for nearly two decades and has been recognized by Adobe as one of the top trainers world-wide.

Adobe FrameMaker: Templates

by Barbara Binder

For as long as I've used FrameMaker, there's been an option to choose File > New > Document > Explore Standard Templates. These aren't the most exciting designs, and they haven't been updated in years, but I always take a few minutes to show them to my Introduction to Adobe FrameMaker students, because they are a great way to figure out some of the more complex layouts.

Take the Harvard and Numeric Outlines, for example. Figuring out how to set up auto-numbering like that is daunting for a new user, but starting from one of the templates makes it considerably easier.

For students who are looking for additional FrameMaker templates, I'll steer them to C:\Program Files\Adobe\FrameMaker9\samples\MoreSamples. This folder contains a variety of templates (some are still pretty clunky, but others may be very close to what you are looking for.) Remember, it's faster to tweak a template than start completely from scratch.

I design all of my own templates from the ground up, and have helped a number of companies do the same thing. However, it takes knowledge, time and money to create a template. In these budget-conscious times, the stock templates may be just what you are looking for.

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If you are new to FrameMaker and want to get up to speed quickly, join IconLogic's instructor-led, online Introduction to Adobe FrameMaker 9 class. Too elementary for your skill level? How about the Advanced FrameMaker 9 class? Hope to "see" you there.

***

About the author: Barbara Binder is the president and founder of Rocky Mountain Training. Barbara has been a trainer for nearly two decades and has been recognized by Adobe as one of the top trainers world-wide.

Adobe FrameMaker: 10 Things You Should Know

by Barbara Binder

The following 10 items should be included in any short-list of important FrameMaker features.

  1. You can follow any hyperlink in FrameMaker by
    pressing Control+Alt as you click on
    the link.

    You can do this with manual hyperlinks (i.e., a link to a web page)
    or automatic hyperlinks (i.e., a cross-reference, or an index page number).

  2. You can hide and show all imported graphics in
    an image by simply unchecking/checking Graphics under View > Options.

  3. You can quickly create a new single-sided
    portrait document by pressing Control+N,
    Alt+P
    .

  4. You can insert a user-variable by pressing Control+0 (zero, not the letter O) and
    typing the first letter(s) of the desired variable.

  5. You can select two consecutive paragraphs with
    different paragraph formats and change both of them at the same time. (When you
    pick Update All, the Global Updates dialog box opens when you have two or more
    paragraphs selected.)

  6. You can unlock an accidently-locked document
    by pressing Esc F l k. (Shortcuts are case
    sensitive so you need a capital F and lower case l k.

  7. You can shrinkwrap an anchored frame and
    position it at the insertion point by pressing Esc m p.

  8. You can add a tab within a table cell by
    pressing Esc Tab.

  9. You can type an inch mark, even with smart quotes on, by
    pressing Esc Shift '.

  10. You can pose questions on the FrameMaker General
    Discussion forum and FrameMaker experts will rush to answer them (because they earn Adobe
    "community points" for each question satisfactorily answered).


If you are new to FrameMaker and want to get up to speed quickly, join IconLogic's instructor-led, online Introduction to Adobe FrameMaker 9 class. Too elementary for your skill level? How about the Advanced FrameMaker 9 class? Hope to "see" you there.


***

About the author: Barbara
Binder is the president and founder of Rocky Mountain Training. Barbara
has been a trainer for nearly two decades and has been recognized by
Adobe as one of the top trainers world-wide.