v092308

pc: 162
isbn: 1932733256

Notice: Although IconLogic makes every effort to ensure the accuracy and quality of these
materials, all material is provided without any warranty.
Copyright: 1994-2008 by IconLogic, Inc., 3320 Breckenridge Way, Riva, MD 21140,
410.956.4949. This document, or any part thereof, may not be reproduced or transmitted in
any form or by any means, electronic or mechanical, including photocopying, recording,
storage in an information retrieval system, or otherwise, without the prior written permission
of IconLogic.
Trademarks: IconLogic, Inc. and the IconLogic logo are registered trademarks of IconLogic.
All companies and product names are trademarks or registered trademarks of their
respective companies. They are used in this book in an editorial fashion only. No use of any
trade name is intended to convey endorsement or other affiliation with IconLogic books.

QuarkXPress 8:
The Basics
Skills and Drills Learning

Kevin A. Siegel

Skills and Drills Learning

Contents

QuarkXPress 8: The Basics

About This Book
About the Author ................................................................................... v
About IconLogic Books............................................................................ v
Book Conventions ................................................................................. vi
Confidence Checks ................................................................................ vi
Student Data Files ................................................................................ vi
Download PC Data Files from the Web................................................ vi
Download Macintosh Data Files from the Web ....................................viii
System Requirements............................................................................ ix
Need More Books? ................................................................................. x
Module 1: The QuarkXPress Environment
QuarkXPress Basics ................................................................................ 2
Start QuarkXPress and Hide Palettes................................................... 3
Views ................................................................................................... 5
Change Views .................................................................................. 5
Greeking............................................................................................... 6
Enable Text Greeking........................................................................ 6
Multiple Projects .................................................................................... 7
View Multiple Projects Windows.......................................................... 7
New Projects ......................................................................................... 9
Check Measurements........................................................................ 9
Create a New Project ...................................................................... 10
Change a Layouts Orientation and Margin Guides............................... 12
View Palettes ................................................................................. 13
Palette Sets ........................................................................................ 14
Create and Use a Palette Set ........................................................... 14
Text and Picture Content....................................................................... 16
Draw and Use a Text Box ................................................................ 16
Draw and Use a Picture Box............................................................. 17
Resize and Move Layout Items ......................................................... 19
Customize a Tool ................................................................................. 21
Customize the Zoom Tool ................................................................ 21
The Zero Point..................................................................................... 23
Change the Zero Point .................................................................... 23
Module 2: Text Basics
Working With Text ............................................................................... 26
Create a Text Content Box .............................................................. 26
Text Box Overflow................................................................................ 28
Work with Overflow Text ................................................................. 28
Modifying............................................................................................ 30
Modify a Text Box .......................................................................... 30
Apply a Drop Shadow ..................................................................... 31
Simple Text Editing .............................................................................. 33
Work with Invisibles ....................................................................... 33
Selecting Text ..................................................................................... 34
Use Different Text Selection Techniques ............................................ 34
Character Attributes ............................................................................. 36
Change Character Attributes ............................................................ 37
Glyphs................................................................................................ 39
Use the Glyphs Window to Add a Symbol........................................... 39

ii

1994-2008, IconLogic. All Rights Reserved.

Contents
Module 3: Importing Text and Formatting Paragraphs
Importing Text .....................................................................................42
Import Text ...................................................................................42
Paragraph Alignment ............................................................................44
Align Paragraphs ............................................................................44
Paragraph Spacing ...............................................................................45
Format Multiple Columns .................................................................45
Set a First Line Indent .....................................................................47
Add Space After Paragraphs .............................................................48
Leading...............................................................................................49
Set Leading ...................................................................................49
Paragraph Rules ...................................................................................50
Set Paragraph Rules........................................................................50
Module 4: Picture Basics
Importing, Resizing and Cropping Pictures ...............................................54
Import a Picture .............................................................................54
Resize a Picture ..............................................................................56
Crop a Picture ................................................................................57
Fit and Center an Image ..................................................................58
Rotate and Skew a Picture ...............................................................60
Resize Both an Item and Content......................................................61
Replace One Picture with Another .....................................................62
Add and Modify a Drop Shadow ........................................................64
Add a Picture to a Layout.................................................................65
Bring Items to Front/Forward ...........................................................67
Module 5: Tabs, Frames and Insets
Tabs ...................................................................................................70
Set and Move a Tab Stop .................................................................70
Set a Tab Stop Fill Character ............................................................74
Set an Align On Tab .....................................................................75
Frames and Insets ................................................................................77
Add a Frame to a Text Box...............................................................77
Control Insets and Justification .........................................................78
Module 6: Working with Items
Duplicating ..........................................................................................82
Duplicate an Item ...........................................................................82
Step and Repeat ..................................................................................83
Step and Repeat Items....................................................................83
Super Step and Repeat Items...........................................................85
Space/Align .........................................................................................86
Space and Align Items.....................................................................86
Grouping and Ungrouping ......................................................................87
Group Items ..................................................................................87
Lock, Unlock and Resize a Group ......................................................88
Merging ..............................................................................................89
Merge Items to Create New Shapes...................................................89
Stacks ................................................................................................90
Pass Through a Stack ......................................................................90
Shape Shifting .....................................................................................91
Change and Edit a Shape.................................................................91
Convert a Point ..............................................................................93
Draw a Freehand Line .....................................................................94
Change Box Content .......................................................................95
1994-2008, IconLogic. All Rights Reserved.

iii

QuarkXPress 8: The Basics

Module 7: Automatic and Manual Text Links
Automatic Text Boxes........................................................................... 98
Work with an Automatic Text Box..................................................... 98
Multi-Page Documents .......................................................................... 99
Jump Between Pages ...................................................................... 99
Use the Page Layout Palette .......................................................... 100
Numbering Pages............................................................................... 103
Add a Current Box Page Number .................................................... 103
Ruler Guides ..................................................................................... 106
Use Step and Repeat .................................................................... 106
Add Ruler Guides to the Page......................................................... 108
Manually Linking Text Boxes................................................................ 111
Use the Text Linking Tool .............................................................. 111
Use the Text UnLinking Tool .......................................................... 112
Create Page Jumps....................................................................... 113
Module 8: Putting it All Together
Creating a Flyer ................................................................................. 116
Review the Completed Project........................................................ 116
Multiple Column Text Frames............................................................... 117
Frame an Item............................................................................. 117
Create a Multiple Column Text Box ................................................. 119
The Find/Change Command ................................................................ 120
Use Find/Change.......................................................................... 120
Introduction to Style Sheets ................................................................ 122
Create a Paragraph Style Sheet ..................................................... 122
Guides and Images ............................................................................ 125
Add Page Guides .......................................................................... 125
Import an Image.......................................................................... 127
Text Runaround ................................................................................. 129
Create a Text Wrap Around a Picture .............................................. 129
Spell Check ....................................................................................... 131
Spell Check a Story ...................................................................... 131
Collect for Output .............................................................................. 133
Collect a Project........................................................................... 133
PDFs ................................................................................................ 135
Export a Layout as a PDF .............................................................. 135

iv

1994-2008, IconLogic. All Rights Reserved.

Skills and Drills Learning

About This Book

About the Author
Kevin A. Siegel is the founder and president of IconLogic, Inc. He has
written more than 100 step-by-step computer training books, including
Essentials of Adobe Captivate 3, Essentials of Adobe Captivate 2,
Essentials of Adobe Dreamweaver CS3, Essentials of QuarkXPress 7,
Accelerated QuarkXPress 6, Essentials of Adobe InDesign CS3, Essentials
of Adobe PageMaker 7 and Essentials of Adobe RoboHelp 7 HTML.
Kevin spent five years in the U.S. Coast Guard as an award-winning
photojournalist and has more than 23 years experience as a print
publisher and technical writer. He is a certified technical trainer, has
been a classroom instructor for more than 16 years and is a frequent
speaker at trade shows and conventions. Kevin holds multiple
certifications from companies such as Adobe and the CompTIA. You can
reach Kevin at [email protected].

About IconLogic Books

IconLogic books are unique! They are created by instructors with years
of software training experience. Before IconLogic books, our instructors
rarely found a book that was perfect for a classroom setting. If the book
was beautiful, odds were that the text was too small to read and hard to
follow. If the text in a book was the right size, the quality of exercises
left something to be desired.
Finally tiring of using inadequate materials, our instructors started
teaching without any books at all. Over the years, weve had many
students ask if the in-class instruction came from a book. If so, they said
theyd buy the book. That sparked an idea. We asked students just
like you what they wanted in a training manual. You responded, and
the results appear in this book.
This book has been divided into several modules. Since each module
builds on lessons learned in a previous module, we recommend that you
complete each module in succession.
We hope you enjoy the book. If you have any comments or questions,
please see page ix for our contact information.

QuarkXPress 8: The Basics

Book Conventions
This book is designed for ease of use. During every module, you will be guided
through lessons step by step. Instructions for you to follow will look like this:

instructions for you to follow will look like this

If you are expected to type anything or if something is important, it will be set in
bold type like this:

type 9 in the box

If you are expected to press a key on your keyboard, the key will be in brackets like
this:

press [command]
This book is meant for use by both Macintosh and PC users. The software is nearly
the same for both, but the keyboard commands may be different.
The term [command] is used in this book as a neutral term for [ctrl] (PC) and
[apple] (Mac). The term [return] is used in this book as a neutral term for [enter]
(PC) and [return] (Mac).

Confidence Checks
You will also come across the little guy at the right. He indicates a Confidence Check.
Throughout each module you will be guided through hands-on exercises. But at
some point youll have to fend for yourself. That is where Confidence Checks come
in. Theyre very important. You must be sure to complete each of them because
some exercises build on completed Confidence Checks.

Student Data Files

The data files necessary to complete the student activities in this book are available
for download via our Web site. You will be walked through the steps necessary to
download the files during the following activity.

Student Activity: Download PC Data Files from

the Web
1. Download the PC student data files necessary to complete the lessons presented
in this book (Mac users, turn to page vii).

start Internet Explorer (we recommend you use Internet Explorer version 6 or
newer)

go to the following Web address: http://www.iconlogic.com/

click the data files link at the bottom of the page
click the PC link and then click the QuarkXPress 8, Basics link
click Save
navigate to your desktop
click Save

The zipped data files download to your desktop.

vi

1994-2008, IconLogic. All Rights Reserved.

About This Book > Student Data Files

2. After the file downloads, close Internet Explorer.
3. Extract the data files.

find the QuarkXPress8_DataFiles.exe file you just downloaded to your

desktop

double-click the file to open it

confirm C:\ appears in the Unzip to folder area
click Unzip
click OK
click Close

When you have completed the lessons in this book, you can delete the
QuarkXPress8_DataFiles folder and the QuarkXPress8_DataFiles.exe you
downloaded.

Student Activity: Download Macintosh Data Files from

the Web
1. Download the Macintosh student data files necessary to complete the lessons
presented in this book.

start Internet Explorer (we recommend you use Internet Explorer)

go to the following Web address: http://www.iconlogic.com/
click the data files link at the bottom of the page
click the Macintosh link
click the QuarkXPress 8, Basics link

The file downloads to your desktop and automatically opens.

2. After the file downloads, quit Internet Explorer and close all windows.
The QuarkXPress8_DataFiles folder should be on your desktop.

1994-2008, IconLogic. All Rights Reserved.

vii

QuarkXPress 8: The Basics

System Requirements
QuarkXPress 8 does not come with this book. QuarkXPress is available for both
the Macintosh and PC and can be purchased directly from Quark. A trial version of
the software can be downloaded for free by visiting www.quark.com.
System requirements for installing and working with QuarkXPress 8:

Mac OS
Software

Mac OS X 10.4 (Tiger) or Mac OS X 10.5 (Leopard)

Hardware

G5 PowerPC processor or Intel processor (G4 minimum)

1GB RAM (256MB minimum)
1GB hard disk space
DVD-ROM drive

Optional

An Internet connection for activation

Windows
Software

Microsoft Windows XP (service pack 2 or 3) or Windows Vista 1.0 (certified on

Windows Vista)

Hardware

1GB RAM (256MB minimum on Windows XP, 512MB minimum on Windows

Vista)

500MB hard disk space

DVD-ROM drive
Optional

An Internet connection for activation

viii

1994-2008, IconLogic. All Rights Reserved.

About This Book > Need More Books?

Need More Books?

We are proud to offer books on the following subjects:

Print Publishing (Page Layout)

PageMaker 7
InDesign CS2 through CS3
QuarkXPress versions 7 through 8

Graphics and Multimedia Tools

Captivate versions 2 through 3
PowerPoint 2002

Help Authoring
Adobe RoboHelp HTML versions 6 through 7

Web Page Design and Development

Dreamweaver versions 8 through CS3
and there are more coming all the time...

To order, contact
IconLogic, Inc.
3320 Breckenridge Way | Riva, MD 21140
Phone: 410.956.4949
Web: www.iconlogic.com
E-mail: [email protected]

1994-2008, IconLogic. All Rights Reserved.

ix

QuarkXPress 8: The Basics

1994-2008, IconLogic. All Rights Reserved.

Skills and Drills Learning

Module 1: The QuarkXPress

Environment
In This Module You Will Learn To

Start QuarkXPress and Hide Palettes

Change Views

Enable Text Greeking

View Multiple Projects Windows

Check Measurements

Create a New Project

Change a Layouts Orientation and Margin Guides

View Palettes

Create and Use a Palette Set

Draw and Use a Text Box

Draw and Use a Picture Box

Resize and Move Layout Items

Customize the Zoom Tool

Change the Zero Point

QuarkXPress 8: The Basics

QuarkXPress Basics
The History of QuarkXPress
QuarkXPress is a print publishing application produced by Quark, Inc. Quark, the
company, gets its name from the subatomic particle that is the building block for all
matter. QuarkXPress, the program, made its debut in 1987 as a direct competitor to
Adobes PageMaker (the dominant desktop publishing application of the day).
Before the advent of QuarkXPress, type had to be set on expensive typesetting
machines. With QuarkXPress came the ability to set professional-looking typography
and layouts on the desktop computer. According to Quark, there are more than three
million QuarkXPress users worldwide.

What Can You Create With QuarkXPress?

Working with QuarkXPress, the skyor your imaginationis the limit. You can create
newsletters, magazines, posters, flyers, business cards, letterhead, certificates,
brochuresanything. You can import myriad picture formats. When you have
completed your document, you can collect it into a folder with key components
such as the layout, images and fonts. And you can export your documents in a
Portable Document Format (PDF).

Projects, Layout and Collaboration

QuarkXPress is built around the concept of projects and layouts. You start by creating
a project and add layouts to the project as needed. As an example, you could be
tasked with creating a newsletter for both print production and for posting on the
Internet. Heres how you could use QuarkXPress to get the job done: First, you could
create a new project called Newsletter. Inside the project, you would have two
layouts. First, you might create a layout named Print. You would complete the
layout using the print layout tools found in QuarkXPress such as master pages and
style sheets. After the layout is complete, you could duplicate the print layout and
convert it into a Web layout; both complex steps could be performed at the same
time. Once the layout is a Web layout, you could use the programs robust Web tools
to create HTML pages, image maps and hyperlinks.
You can work on your own projects in QuarkXPress or collaborate with team
members over a network. QuarkXPress enables multiple users to collaborate on a
single layout. You can divide pages into composition zones and share parts of a
page over a network to different users. Thus, using composition zones you can
distribute different portions of a layout to different users so that they can
simultaneously work on a single layout.
Keep in mind that you can create as many QuarkXPress projects on your computer as
you need, each with multiple layouts. However, layouts cannot contain projects.

1994-2008, IconLogic, Inc. All Rights Reserved.

The QuarkXPress Environment > QuarkXPress Basics > Start QuarkXPress and Hide Palettes

Student Activity: Start QuarkXPress and Hide Palettes

1. Start QuarkXPress.
Upon starting QuarkXPress 8, projects do not automatically open, nor is there
a new project waiting for you to work with (much like you would see upon
starting a word processor like Microsoft Word).
At this point, your screen should look similar to the picture below. Depending
on how the last user left the software, there may or may not be several
palettes cluttering your screen. You will learn how to work with palettes soon.
For now, you can close any palettes open on your screen (you will be guided
through that process next).

Note: The
QuarkXPress
software does
not come with
this book.
If you have not
already done
so, install the
software per the
software
requirements on
page viii.
In addition,
ensure your
data files have
been
downloaded
and installed on
your computer
(see page vi).

A few of the many palettes available in QuarkXPress. You will be working with
these palettes throughout the lessons in this book.

2. Close open palettes.

go to the Window menu and, from the middle of the

menu, remove the check mark from each of the palette

names as necessary (you may find that only a few of
the palettes are currently open on your screen),
beginning with Tools and ending with PSD Import

When finished hiding all of the palettes, your application

window should pretty much be empty except for the
QuarkXPress menu.

1994-2008, IconLogic, Inc. All Rights Reserved.

QuarkXPress 8: The Basics

3. Open a QuarkXPress project from the data files folder.

choose File > Open

navigate to the QuarkXPress8_DataFiles folder
Note: As mentioned on the previous page, you should have already
installed your data files. See page vi for more information.

open flyer1
Your open project should look similar to the picture below.

1994-2008, IconLogic, Inc. All Rights Reserved.

The QuarkXPress Environment > Views > Change Views

Views
Generally speaking, the closer you are to a QuarkXPress layout, the more accurate
what you see on the screen will be. The further away you are from the layout, the
faster youll be able to scroll, the more of the layout that youll be able to see, but the
less accurate things really are. There are many ways to zoom closer and farther away
from your layout including menu commands, keyboard shortcuts and fields where
you can type a specific view percentage.

Student Activity: Change Views

1. Change the layouts view to Fit in Window.

choose View > Fit in Window

The page changes size and centers in the application window. The larger your
application window, the larger the display size.
2. Use Thumbnail view.

choose View > Thumbnails

You are now far away from your page. I think youll agree that this view is just
a bit too small for your day-to-day work.

choose View > 50%

Now youre a little closer to the layout.
3. Change the view via the View Percent Field.

double-click the number you see in the View Percent Field (the View

Percent Field is located in the lower, left of your window where you should
see the number 50%)

type 227 and press [return]

Now youre up close and personal to the page.
Note: You are about to use keyboard shortcuts to change the view of
the document. Keep in mind that this book is written for both Mac and
PC users using Windows. The software is nearly the same for both, but
the keyboard commands can be different. The term [command] is
used in this book as a neutral term for [ctrl] (PC) and [apple] (Mac);
[alt] is used as a neutral term for [alt] (PC) and [option] (Mac);
[return] is used as a neutral term for [enter] (PC) and [return] (Mac).
4. Use keyboard shortcuts to switch the layout view between Fit in Window and
Actual size.

press [command] [zero] on your keyboard to change the view to Fit in

Window

You can now see your entire page.

press [command] [1] to change the view to Actual size (100%)

1994-2008, IconLogic, Inc. All Rights Reserved.

QuarkXPress 8: The Basics

Greeking
Depending on your monitors screen resolution, and your view percentage, you may
or may not be able to make out actual letters on the page. If you cannot make out
the letters, there isnt anything wrong with your vision. It is assumed that at this
reduced view, you are not interested in reading the text in your project. This
assumption is called greeking. Good assumption or not, it is not recommended that
you attempt to read and/or edit text at reduced views such as Fit in Window. As far
as Im concerned, there are two types of print publishers, those who have glasses
and those who will. Working with text while in a reduced view will hasten your
journey into the have glasses club.

Student Activity: Enable Text Greeking

1. Enable greeking.

Windows users, choose Edit > Preferences;

Mac users, choose QuarkXPress > Preferences

The Preferences dialog box appears. There are many categories.

select the Print Layout, General category

from the Display area in the upper right of
the dialog box, select Greek Text Below
(put a check in the box)

click OK
2. View the greeked text.

choose View > 50%

At this reduced view, you should notice that the letter shapes disappear and
instead, you see gray barsgreeking. If you can still see letter shapes instead
of gray bars, try zooming out a bit more by changing your View Percentage to
something like 30%.
From this point forward, Ill leave it up to you if you prefer to see letter shapes
(greeking off) are gray bars (greeking on). Just keep in mind that you can
disable Greeking (its disabled by default), by deselecting Greek Text Below
as you learned in the step above.

1994-2008, IconLogic, Inc. All Rights Reserved.

The QuarkXPress Environment > Multiple Projects > View Multiple Projects Windows

Multiple Projects
You can open as many projects as you can stand. While thats nice, you can only
work in one project at a time, so its a good idea to keep the number of projects open
to a reasonable level. If you do open multiple projects, you can easily switch between
them (the Window menu offers one method). In addition to switching between open
projects, you can split the QuarkXPress application window into panels so you can
view them all at one time.

Student Activity: View Multiple Projects Windows

1. Open a second project using a keyboard shortcut.

choose File > Open and open flyer2 from QuarkXPress8_DataFiles

Two projects are currently open: flyer1 and flyer2.
2. Tile your projects.

PC users: choose Window > Tile Vertically;

Mac users: choose Window > Tile

Observe your screen. Both project windows occupy equal space on

your screen.

3. Switch between projects.

click on each projects window to make it active

4. Select and then close a project.

choose Window > flyer1 and then choose File > Close
if prompted, do not save the flyer1 project
1994-2008, IconLogic, Inc. All Rights Reserved.

QuarkXPress 8: The Basics

The flyer2 project should still be open.
5. Maximize the layout window and, if necessary, change your view to Fit in
Window.
6. Split the layout window horizontally.

choose Window > Split Window > Horizontal

The layout window is split into two. You can use this nifty feature to work in
one part of the layout while reading another. Notice that you have two sets of
scroll bars that would allow you to scroll both windows independently.

7. Remove the window split.

choose Window > Split Window > Remove All

Note: You will find additional tools for splitting your window views at
the bottom of the layout window. For instance, there is a Split View
button in the lower right of the window. And there is a Split Window
Horizontal and Split View Vertical.

Split View button

Two more Split View buttons

8. Close the project without saving it.

1994-2008, IconLogic, Inc. All Rights Reserved.

The QuarkXPress Environment > New Projects > Check Measurements

New Projects
When creating new QuarkXPress projects, you need to make a host of decisions
regarding the look of your layout. Prior to making those decisions in the New Project
dialog box, its a good idea to meet with your designer so that you understand such
things about the layout as size, margins, number of columns and more. While you
can modify the look and feel of your layout at any time down the road, it is easier if
you know the projects specifications and requirements before creating the new
project.

Application Preferences
There are two occasions when you can set preferences in QuarkXPress: with a
project open or with QuarkXPress running but no projects open. The difference? If
you change many of the projects preferences while in a file, the settings you
establish affect only that project. If you change preferences with all projects closed,
as is the case now, the change affects all future projects.

Student Activity: Check Measurements

1. Change the horizontal and vertical measurement systems to points.

Windows users, choose Edit > Preferences;

Mac users, choose QuarkXPress > Preferences

select Default Print Layout, Measurements

if necessary, select Inches from the Horizontal drop-down menu
if necessary, select Inches from the Vertical drop-down menu

click OK
Since you set this preference with no projects open, it doesnt appear that you
have done anything. But you have just ensured that new projects you create
will use inches as the measurements systems. Existing projects will not be
affected.
Speaking of inches, whats the preferred unit of measurement among printers
and desktop publishers? Answer: points and picas. Why? Because points and
picas allow for a more precise layout. But since many new print publishers are
not yet comfortable working with points or picas, the lessons in this book will
only use the inch measurement system.

1994-2008, IconLogic, Inc. All Rights Reserved.

QuarkXPress 8: The Basics

Student Activity: Create a New Project

1. Explore the New project dialog box.

choose File > New > Project

The New Project dialog box opens.

if necessary, select Single Layout Mode

ensure the Layout Type is Print

from the Page Size drop-down menu, select Legal

Notice that the values in the Width and Height fields change to 8.5 and 14.
The Page Size is also known as the trim. As it stands now, the trim size of this
layout would be 8.5 x 14 inches.

Next you will specify the page Margins Guides. Margins Guides will appear as
non-printing blue lines on your layout. They will serve as the buffer between
the trim (the extreme edges of the layout) and the working area remaining
within the page area.
2. Change the page margins.

10

change the Top Margin Guide to 1 (1 inch)

press [tab] to move to the Bottom Margin Guide area
change the Bottom margin 1
change the Left margin to 1
change the Right margin 1

1994-2008, IconLogic, Inc. All Rights Reserved.

The QuarkXPress Environment > New Projects > Create a New Project
3. Select and deselect the check boxes.

click the Facing Pages check box

click the Automatic Text Box check box
You will either put in or remove a check in the boxes. A check means the
option is active or turned on. Its like saying: Yes, I want this.

4. Change the page specifications.

select Letter from the Page, Size drop-down menu

confirm that the Orientation is set to Portrait
confirm that Columns is set to 1
The Gutter Width is not important now, but cant be blank or zero.

if necessary, remove the check marks from both Facing Pages and
Automatic Text Box

change all four of the margin guides to .5 (one-half inch)

click OK
5. Change the layouts view to Fit in Window (you learned how to change views
on page 5).
In the next activity you will change the layouts orientation and margins.

1994-2008, IconLogic, Inc. All Rights Reserved.

11

QuarkXPress 8: The Basics

Student Activity: Change a Layouts Orientation and

Margin Guides
1. Change the layouts orientation.

choose Layout > Layout Properties

The Layout Properties dialog box appears. You can change the page Size,
Width, Height and Orientation, and select Facing Pages. But also notice that
options for changing your page margins are NOT available. Youll have to go
someplace else to change those.

change the Orientation to Landscape

click OK
Your layout should now be flipped on its side.
2. Change the layouts view to Fit in Window.
3. Change the layouts Margin Guides.

choose Page > Display > A-Master A

The master page appears (one of several that you can have). While in Master
Page view, you can change those pesky margins.

choose Page > Master Guides & Grids

The Master Guides & Grids dialog box appears.

change the Top Margin Guide to 2 and then click the Link symbol
right of the Top Margin Guide field

to the

The Bottom Margin should automatically switch to 2 to match what you typed
in the Top Margin Guide field.

change the Left Margin Guide to 2 and then click the

Link symbol to the right of the Top Main Guide field

The Right Margin should automatically switch to 2.

click OK
choose Page > Display > Layout
The layout should now have very large margins.

12

1994-2008, IconLogic, Inc. All Rights Reserved.

The QuarkXPress Environment > New Projects > View Palettes

Student Activity: View Palettes

1. Change your view to Actual size. (You learned how on page 5.)
2. Scroll by dragging the page.

Mac users, press the [option] key on your keyboard;

PC users, press [alt]

with the [alt] key pressed, drag the page

As long as you keep the [alt] key depressed, you will be scrolling around your
page. This is the best way to move around your layout, especially when your
page view is very large.

release [alt]
3. Change your view back to Fit in Window.
4. Show several palettes.

choose Window > Tools (or press [F8])

choose Window > Measurements (or press [F9])
choose Window > Style Sheets (or press [F11])
choose Window > Page Layout (or press [F4])
choose Window > Colors (or press [F12])
choose Window > Lists (or press [command] [F11])
choose Window > Trap Information (or press [command] [F12])
choose Window > Shared Content

Your screen should have several palettes open, which also means your screen
is very cluttered. While you can certainly view multiple palettes at the same
time, its not very practical unless your monitor is very large or you are using
multiple monitors.

1994-2008, IconLogic, Inc. All Rights Reserved.

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QuarkXPress 8: The Basics

Palette Sets
You have already learned that many palettes are available in QuarkXPress. The
palettes can be opened, closed, resized and positioned to suit your needs. You can
save the sizes and positions of palettes on your screen as a custom palette set. After
you save the palette set, you can access it at any time via the Palette sets submenu
(Window menu).

Student Activity: Create and Use a Palette Set

1. Show just the Tools and Style Sheets palettes.

close all of the palettes on your screen except for Tools and Style Sheets
move the palettes until your screen is similar to the picture below

2. Save the Palette Set.

choose Window > Palette Sets > Save Palette Set As

The Save Palette Set As dialog box appears.

type ToolsStyles into the Save As field

click Save

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1994-2008, IconLogic, Inc. All Rights Reserved.

The QuarkXPress Environment > Palette Sets > Confidence Check

3. Recall a Palette Set.

close all open palettes currently on your screen

choose Window > Palette Sets > ToolsStyles
Notice that the Tools and Style Sheets palettes reappear, exactly where you
left them.

Confidence Check
1. Close all of the palettes.
2. Change the Orientation of your layout to Portrait.
If you need help, refer to page 12.
3. Change all of the Master Guides to one-half inch.
If you need help, refer to page 12.

4. Ensure you are displaying the Layout (not the Master Page).
5. Change your view to Fit in Window.
6. Show the Tools palette. (Window > Show Tools or press [F8] on your
keyboard.)
Your project should consist of your page (which should be Tall with one-half
inch margins) and the Tools palette.

1994-2008, IconLogic, Inc. All Rights Reserved.

15

QuarkXPress 8: The Basics

Text and Picture Content

Text goes into text boxes; pictures go into picture boxes. Sounds like a simple
concept. And it is.
You draw text boxes on your layout using the Text Content Tool on the Tools palette.
When you have finished drawing the text box, it will contain a blinking insertion
pointindicating that you can either type text into the box or get it from a word
processor. Similarly, you draw picture boxes using the Picture Content Tool on the
Tools palette. While picture boxes cannot contain text, you can import myriad picture
formats into any picture box. A complete list of acceptable picture formats can be
found on page 54.

Student Activity: Draw and Use a Text Box

1. Change your view to Actual Size.
2. Ensure the Tools palette is showing. (Window menu)
3. Use Tool Tips to learn about each tool.

move your mouse pointer over any tool on the Tools palette
When you point to (hover above) a tool, a message appears next to
the tool telling you the name of the toola Tool Tip.
4. Draw a text box.

select the Text Content Tool

position your pointer anywhere on the layout and draw a square or
rectangle on the page (drag your mouse to draw)

5. Type text content into the text box.

with the Text Content Tool selected, click inside the text box you drew
You should be see a blinking insertion point in the text box you drew (you
cant type text into a text box unless the Content tool and text box are
selected).

type your name

As you type your name, the blinking insertion point
will move to the right, just like you would expect to
see in any word processor. You will work more with
text and text boxes later.
6. Delete the text box with a keyboard shortcut.

press [command] [k]

Pressing [command] [k] is the fastest, most efficient way to delete any
selected item. An easy way to remember this keyboard shortcut is to associate
the letter k with kill. When you press [command] [k], youll kill the
selected object.
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1994-2008, IconLogic, Inc. All Rights Reserved.

The QuarkXPress Environment > Text and Picture Content > Draw and Use a Picture Box

Student Activity: Draw and Use a Picture Box

1. Change your view to Fit in window.
2. Draw a picture box.

from the Tools palette, select the Picture Content Tool

A group of picture boxes appears.

using the Picture Content Tool, draw square thats approximately 3 inches
wide and 3 inches tall

Unlike Text Content boxes, notice that a Picture Content Box contains an X.

3. Import a picture into the Picture Content Box.

with the Picture Content Box you just drew selected, choose File > Import
The Import dialog box appears.

navigate to the Images folder within the QuarkXPress8_DataFiles folder

open kidsOnBeach.jpg from the list of images
The image is imported
into the box. Unless you
made your Picture
Content Box very large,
youll notice that part of
the image appears clear
and the rest if faded out.
The faded part of the
image does not fit in the
box and will not print.

1994-2008, IconLogic, Inc. All Rights Reserved.

17

QuarkXPress 8: The Basics

4. Change the pictures crop.

with the Picture Content Tool

pointer to the center of the image

still selected, move your mouse

Notice that the shape of your pointer changes to a hand pointer

drag the image any direction you like to change what appears within the

picture box (in the picture below, the image has been cropped so all three
of the children appear within the box)

5. Preview the cropped image.

click just above, or below, the picture box containing the image of the kids
to deselect the item

With the item deselected, you can now see only the part of the image that
will print.
6. Save the project.

choose File > Save

name the project My First QuarkXPress Project
save the project to the QuarkXPress8_DataFiles folder

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1994-2008, IconLogic, Inc. All Rights Reserved.

The QuarkXPress Environment > Text and Picture Content > Resize and Move Layout Items

Student Activity: Resize and Move Layout Items

1. Resize the picture box.

on the Tools palette, select the Item Tool

click one time on the picture box containing the image of the kids
Notice the squares that appear around the box. The squares are known as
resizing handles.

drag the right, center resizing handle right to make the box a bit wider

2. Move the box.

ensure the Item Tool

is still selected
using the Item Tool, drag the middle of the box to a different location
within the layout

3. Save your work.

choose File > Save

1994-2008, IconLogic, Inc. All Rights Reserved.

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QuarkXPress 8: The Basics

Confidence Check
1. Draw a few lines on the page using the Line Tool.
2. Draw a few rectangles using the Rectangle Box Tool.

3. Click and hold the Rectangle Box Tool to display a few

more tools.

4. Select the Starburst Tool

and draw a star or two.

5. Save your work. Keep the file open.

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1994-2008, IconLogic, Inc. All Rights Reserved.

The QuarkXPress Environment > Customize a Tool > Customize the Zoom Tool

Customize a Tool
The easiest way to customize a tool on the toolbar is by double-clicking the tool. If
you
double-click an editable tool, such as the Zoom tool, youll get a dialog box. Some of
the tools cant be modified. If you double-click a tool that cant be modified, you
hear an alert beep.

Student Activity: Customize the Zoom Tool

1. Change your view to 75%.

choose View > 75%

2. Use the Zoom tool.

from the bottom of the Tools palette, select the Zoom tool
click on your layout a few times
Each click should move you closer to the page by 25%.
3. Customize the view scale increment.

double-click the Zoom tool

The Preferences dialog box appears.

the Zoom tool from the available tools

click the Modify button
change the number in the Increment area to 50
click OK twice to close both open dialog boxes

1994-2008, IconLogic, Inc. All Rights Reserved.

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QuarkXPress 8: The Basics

4. Use the customized Zoom tool.

select the Zoom tool (if necessary)

point anywhere on your layout and click a few times
Notice the zoom percent when you click. You should be moving closer by 50%
with each click.
5. Zoom out with the Zoom tool.

press [alt] and click on the layout

Notice that with the [alt] key depressed, the + (plus) on the Zoom tool
changes to a - (minus) and you zoom out.
6. Reset defaults.

double-click the Zoom tool

The Preferences dialog box reappears.

click the Restore All button

click OK
Any changes made to any of the tools on the Tool palette have been restored
to their original settings.
7. Change your view to Fit in Window.

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1994-2008, IconLogic, Inc. All Rights Reserved.

The QuarkXPress Environment > The Zero Point > Change the Zero Point

The Zero Point

The largest project (width and height) you can create in QuarkXPress is 48 by 48
inches. Thats really nicebut how do you expect to print a page that big? If you are
like most people, your printer is not capable of printing pages larger than legal or
tabloid size.
To print a larger page, you can take advantage of two things: the ability to tile your
pages when you print, and the zero point area of the page rulers that lies at the
intersection of the horizontal and vertical rulers.
If you choose File > Print and select the Pages category, youll see the tiling
options near the center of the dialog box. When you choose Automatic tiling,
QuarkXPress prints your large project as tiles with an overlap and prints as many
tiles (pages) as necessary until the entire project has printed. When you choose
Manual tiling, QuarkXPress prints only one page. The part of the project that prints
depends on the zero point.
You can control the zero point by dragging the zero point area to the part of the
page you want to print. When you print with Manual tiling, the single sheet of paper
that prints contains anything below and to the right of the zero point.

Student Activity: Change the Zero Point

1. Drag the Zero Point Area around the page to change the zero point.

position your pointer on the zero point

The Zero Point is located where

the two rulers intersect

drag the zero point to the center of the page

Observe the two rulers (the vertical ruler is at the left; the horizontal ruler is
above the page). You should be able to see that the zero point, based on
where the two zeros intersect, has been changed.
2. Spend a minute or two moving the zero point to different locations.
Notice how the rulers change to match the position of the zero point you
placed on your page.
3. Restore the zero point to its original location.

click one time in the Zero Point area

Notice that zero for both rulers is located in its default positionthe upper left
of the trim.
4. Move the zero point again, this time drag it to the middle of your page.

1994-2008, IconLogic, Inc. All Rights Reserved.

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QuarkXPress 8: The Basics

5. Explore the tiling options.

choose File > Print

The Print Layout dialog box appears.

select the Pages category

from the Page Tiling drop-down menu, select Automatic

With this option selected, QuarkXPress would print your layout using as many
sheets of paper as necessary, regardless of the zero point. The larger the
Overlap value, the more paper it will take to print the layout.

from the Page Tiling drop-down menu, select Manual

With this option selected, QuarkXPress will print just one sheet of paper based
entirely on the position of your zero point, from the zero point down. Notice
the preview in the upper right of the dialog box. The preview is an excellent
indication of which part of the page would print.

6. Save and close the project.

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1994-2008, IconLogic, Inc. All Rights Reserved.