Tutorial Details
- Program: Adobe InDesign CS4
- Difficulty: Intermediate
- Estimated Completion Time: 3 hours
Download Source Files
Final Product What You'll Be Creating
InDesign allows you to collect all documents in a Book. Using Book, you can easily synchronize styles in every document and maintain a consistent layout throughout your project. In this tutorial, we will create a book made from 3 chapters, complete with Table of Content, Introduction, and a Cover. You will learn the concepts of InDesign, from applying styles, adding page numbers, warping text, using variables and master pages. Let’s get started!
Step 1: Creating the First Document
Lets start by creating a new document (File > New). Use size Legal-Half, with 3 columns.

Step 2
We will use this document as our first chapter. The file name should be the same as the chapter, in our case "Basic of InDesign".

Step 3: Master Page
First, we need to define a master page. In the Pages Panel, right click and choose New Master. Name the new master page "B-First". We will use this master page for every first page of a chapter.


Step 4
In the Pages Panels, double click the "B-First" thumbnail to edit it. Activate the type tool and drag to create a text frame.

Step 5
Right click on the text frame and choose Text Frame Options. Select Align: Center. This setting will center everything inside the text frame .

Step 6
Double click the text frame to insert text. We wont use static text here, instead we will use a variable. Click Type > Text Variables > Insert Variable > Chapter Number. We will have 1 set, because this is the chapter number of the document. From the option bar select Align Center.

Step 7: Using Character Styles
Let’s change the chapter number character using Character Styles. Open the Character Styles panel and click the Create New Style icon.

Step 8
Double click New Character Style to edit it. Change the name to "Chapter Number" and change the font setting in Basic Character Formats, you can use the image blow as a guide.


Step 9
Select the chapter number and click Chapter Number style to apply the new style.

Step 10
The "B-First" master page is now created. In the Pages Panel, double click Page 1 to return to a normal page. Currently page 1 is still using Master Page A, indicated by A in the top corner. Apply "B-Fist" to the first page by dragging it onto the first page’s thumbnail.

Step 11
If you don’t see rulers around the page press Control + R to bring them up. Drag a horizontal guide out from the ruler. Use the guide to create a text frame on top of the page. Right click the text frame, choose text Frame Options, and set the Vertical Justification to Align to Center. We will use this text frame for the chapter title.

Step 12
Again, we will not be using static text here. Remember that earlier, we named this document as Chapter Title. So, click Type > Text Variables > Insert Variable > File Name.

Step 13: Create and Apply Paragraph Styles
Currently, the chapter title has basic formatting. Let’s create a paragraph style for it. In the Paragraph Styles Panel, click the Create New Style icon. Double click to edit it. Name the style "Chapter Title". Use the settings shown below.



Step 14
Apply the New Paragraph style and see it changes. If you don’t like it, you can always edit the style again.

Step 15
Let’s add some place holder text for the content. Go to lipsum.org and click on Generate Lorem Ipsum button. Select the lorem ipsum generated paragraph and press Ctrl + C to copy.

Step 16: Working on Flowing Text
Create a text frame and paste in the lorem ipsum text. You may find a plus sign at the bottom of the Text Frame. This sign indicates that there’s some text hidden inside the text frame, don’t worry about this for now, we will be editing the text later.

Step 17
In the Pages Panel add a new a page by clicking the New Page icon. Apply "Master Page A" for the new page.

Step 18
Create another text frame, the unseen text from the first frame will overflow into this frame. If it doesn’t click on the red plus sign with the text tool and then click into the new text frame.

Step 19
Add a heading and sub heading to the dummy text.

Step 20
Create new Paragraph Style named "Body". Use the following settings.


Step 21
Apply the new paragraph to the dummy text to see its result.

Step 22
Let’s create two new paragraph styles for the heading and sub heading. "Head 1" for the heading and "Head 2" for the sub-heading. In General, make sure you set "Based On: Body" for both styles.







Step 23
Apply the new paragraph styles, here’s my result.



Step 24: Understanding Based On Paragraph Styles
In the previous step, we set "Head 1" and "Head 2" to "Based On: Body". What was that for? Let’s try an experiment. Double click on the Body Paragraph style to edit it. Change the Font Family to something different. Make sure you select the Preview check box to see the result in real time.

Step 25
We can see that the font family in the heading and sub-heading have changed with the changes in Body Paragraph style.

Step 26: Wrapping Text
Let’s learn how to wrap text. Create a text frame in the third column. Open Text Wrap and select the second icon to warp text around the box.


Step 27
Drag a picture onto your document. Add Wrapping from the Text Wrap panel.

Step 28
This is now in our first chapter.



Step 29: Create Dynamic Footer Using Text Variables
The one thing we’re missing is the footer. We want the footer to appear in every page that uses "A Master Page". Double click the "Master Page A" in the Pages panel to edit it. We will create a footer with dynamic content using variables. Click Type > Text Variables > Define. Click New, use the Name: Book Title, Type: Custom Text. Insert "VectorTuts+ Book" for the value.

Step 30
Create a text box on left page corner and select Left Align. For the content, click Type > Insert Special Character > Markers > Current Page Number, add space, click Type > Insert Special Character > Hyphens and Dashes > En Dash, add space, click Type > Insert Variables > Book Title.

Step 31
Create another text frame in the right corner and select Right Align. For the content click Type > Insert Variables > File Name, add space, click Type > Insert Special Character > Hyphens and Dashes > En Dash, click Type > Markers > Current Page Number.

Step 32
In the Master Page the page number is represented by the letter A. If you return to the normal page you’ll see that the page number has changed to the actual page number.


Step 33
To create another chapter, we can just duplicate the previous one, then change the title and content. For this tutorial, let’s create three chapters.

Step 34: Start Creating Book
Let’s start collating the chapters into a book. Create a new book from the menu File > New > Book or click Book in the Welcome Box (shown below). Name the book "Vectortuts Book". At first you may be confused, book is not a normal InDesign file. Book is not a document where you can add text or a page, book is a collection of documents that can share styles, swatches, master pages, and other items.


Step 35: Organizing Documents
Currently, the book is still empty. To add a document click the add icon, select the three chapters you created. You can rearrange the order of the document by dragging it. In this case, I want "Typography" in Chapter 2. So, I drag "Typography" and put it between "Basic of InDesign" and "Printing". After you rearrange the documents, by default InDesign will automatically refresh the book’s page numbers.



Step 36
Let’s see what has happened to our document. Open the chapter "Typography" by double clicking on it in the book panel. You’ll find that its chapter number has automatically changed to 2. Chapter number in "Printing" has changed to 3. Also see the page number in the footer, they have changed too.



Step 37: Manually Update Page
If you’re working with a large number of chapters, Automated Page Number updating will waste your time. To turn it off, open the book panel menu and choose Book Page Numbering Options. De-select Automatically Update Page then click OK.

Step 38
Create new document and name it "Table of Content". Add it to the current book.

Step 39
Because Auto Update Page is turned off, we need to manually update the document. Open the book panel menu and choose Update Numbering > Update All Numbers.

Step 40
We have a problem now, "Basic of InDesign" is considered as Chapter 2 because its position is second. We also want numbering for Chapter 1 to start from 1. To fix this, in the book panel choose "Basic of InDesign" document and choose Document Numbering Options.

Step 41
Set Start Page Numbering to 1 and Start Chapter Numbering to 1. Click OK..

Step 42
Update the numbering by opening the book panel menu and choosing, Update numbering > Update All Numbers.

Step 43: Generating Table of Contents
Open the "Table of Content" document. Let’s generate a table of Contents for the book. Click Layout > Table of Content. First, make sure you select Include Book Documents. For the Title type "Contents". Double click Style Chapter Title, "Head 1", and "Head 2" to include them in the Table of Contents. Click OK. Click and drag on the document to create a text frame filled with a very basic Table of Contents.


Step 44
We’ll modify the Table of Contents by adding some paragraph styles. Open the Paragraph Styles panel and create a new paragraph style. Edit the new paragraph style and name it "TOC Title" and use the following settings.




Step 45
Apply this style to the Table of Contents title.

Step 46
Create a new paragraph style for Chapter Title, Heading 1, and Heading 2.















Step 47
Apply paragraph styles to the indicated content.

Step 48
Once you’ve found the perfect style setting, edit the Table of Contents. Click Layout > Table of Content. For the Title use Style: "TOC Title", for the Chapter Title use Entry Style: "TOC Chapter Title", Head 1 use Entry Style: TOC Head 1, and Head 2 use Entry Style: TOC Head 2. Make sure you select Replace Existing Table of Contents then click OK.



Step 49
Create a new file named "Cover" and add it to the Book. Place this document first in the order. Create a text frame and write the book title and author. Right click the text frame and set Align: Center and add 11p0 to the bottom to move the text up.


Step 50: Overriding Master Page Object
Copy one of the book chapters and change its file name to Introduction. Add the file to Book, place it second after "Cover" then open it. This document is created as an introduction to the book and is not part of the content. Therefore, we don’t need a page number in its first page. To fix this, we’ll override the master page object. Hold Shift + Control then click the chapter number to select it. Press Delete to delete it.


Step 51
Let’s change the numbering in the Introduction and Table of Content to a Roman style. In the book panel select both documents, open the panel menu and select Document Numbering Options. Select Style: i, ii, iii, iv… to use the Roman style. Update page numbering by opening the panel menu and select Update Numbering > Update All Numbers.

Step 52
We have another problem here. The cover has only one page and this is causing the next document to start in even pages and it doesn’t match the book layout. Open book panel menu and select Book Page Numbering Options. Set Page Order: Continue on Next Odd Page. Using this setting, every document in this Book will always start at an odd page.


Step 53
Open the book panel menu and click Update Numbering > Update All Numbers.

Step 54
In the "Introduction" document. We don’t want heading and subheading from this chapter showing up in the Table of Contents. Let’s change the paragraph style name.

Step 55
Return to the "Table of Contents" document. Let’s create a paragraph style for the new entry from "Introduction".


Step 56: Modifying Table of Contents
Click Layout > Table of Contents. Add "Chapter Title Intro" in the include Paragraph Styles list. Position it on top in level 1. Use Entry Style "TOC Intro". Select Page Number: "No Page Number", we don’t need page numbers for this setting.

Step 57
Click OK and you’ll see that we just added "Introduction" to the beginning of the Table of Contents.

Step 58: Synchronizing Styles
Book helps us maintain a consistent layout throughout our project. What happens if I decide to change the font inside the book? Open "Basic of InDesign". Open paragraph style Body and change the font family to Calibri.

Step 59
Click OK and you’ll see that all text is now in Calibri.

Step 60
To apply changes to the entire document we need to Synchronize Documents. First, set the source file that will be used, in our case "Basic of InDesign", by clicking the icon box in front of it. Open the book panel menu and choose Synchronize Options.

Step 61
In the dialog box, select the object that we will synchronize, in this case the Paragraph Styles. Click OK.

Step 62
Open the other chapter and see what happens. All the body text is now in Calibri.

Step 63: Synchronize Variables
What if we want to change the footer text from "Vectortuts+ Book" to "Tuts+ Book"? Because the text is taken from the Variable" Book Title" we can just change the value and synchronize it with other documents. Click Type > Type Variables > Define. Select "Book Title" and click the Edit button. In the next dialog change the Text to Tuts+ Book.

Step 64
Open the panel book menu and choose Synchronize Options. Select Text Variables then click OK.

Step 65
Here’s what we have in the footer of the document.



Step 66: Package Book For Print
Once you’re done with the book you need to send the final result to the publisher. Problems may happen if you copy and paste the INDD file. Some files or fonts may be missing. To ensure you include everything that’s needed by the printer, you need to package your book. In the Book Panel select all documents and select Package Book For Print.

Step 67
InDesign will give you a summary about your document. Click Package to continue the packaging process.

Step 68
Name your folder and press Package.

Step 69
All your documents will be placed in one centralized folder. All links in the document have been fixed and fonts used in the document have been included. There will also be a text file named "Instructions" containing detailed information about your document. The next thing to do is zip the folder and send it to your publisher.

Step 70: Print Book to PDF
If for some reasons your publisher can’t use the InDesign file, you can send them the book in PDF. To create a PDF file from the book, select all documents, open the panel menu and choose Export Book to PDF.

Step 71
Make sure you ask which PDF setting you publisher requires. Each publisher may have different setting. In most cases, you can just use the Press Quality preset.

Conclusion
We can see here that the Book feature is very effective in creating a book with many chapters. With Book you can easily maintain a consistent layout in every document. Finally, I hope you enjoyed this tutorial and learned something new.


I will learn more about InDesign………usualy I work in Corel
To create a complex book, with lots of different footer, many chapter, long table of content, and many pages you definitely need InDesign.
Excellent tutorial. I’ve been a slightly above average Indesign user for a couple of years now and I got a lot of great information from this tutorial. One thing I would mention though is the fact that Indesign has the ability to generate placeholder text from the type menu.
Thanks. I didn’t know that.
Yay! My first tutorial in Vectortuts.
If you have any question, feel free to ask.
Congrats! You did a great job! very complete and interesting!
Thanks.
I know it’s very hard to find an InDesign tutorial. Most tutorial I found is just a manual, not a real tutorial. That’s make them hard to understand.
The only resource I use while learning InDesign is its official manual and it’s not easy to follow. I hope this can help all of you.
Hey, great tut! Really nice and neat work, with interesting tips. I just wanted to add that on Step 15, you could also add some placeholder text directly from inside InDesign by going to Text>Fill with Placeholder Text, right after you’ve created your text frame.
Keep up the good work.
Cheers.
i meant to say Type>Fill with Placeholder Text.
nice!
its nice to see indesign tutorials.. (=
good work
I’m glad to see an InDesign tutorial, I work with books formatting and this is precious info to me :). Thank you!
It’s hard to find an InDesign tutorial. I hope this will help anyone, including beginner who just starting to learn.
An extra time saver – Skip Step 15 and just go in the “Type” tab and at the bottom there is “Fill with Placeholder Text”
Generates Lorem right there.
Nice work Jeprie.
Wow. I really didn’t know this. I guess that’s a bad name for a command. Maybe they should change it to “Fill with Lorem Ipsum”
:)
Thanks.
Excellent primer!
keep up the great work.
nice bg Jep! clear explanation and awesome tutorial..
Terima kasih,
I hope you can learn something here.
I see you use lipsum.com for some placeholder text in Step 15. InDesign has a special function for that: Type > Fill with Placeholder Text ;)
Nice start. I have a tip for your next tut photoshop&inDesign workflow, edit in photoshop an image with transperancy with right CMYK colours, how to right import into inDesign with transperency, and how to make text wrap around it..this are just tips..
I had some problems with importing psd files into indesign, because I thought first you could just drag from photoshop and drop into indesign but the resolut was an image with white background, and edge detection was so bad, and this taked me lot of time to figure out how the workflows should be.
Hope you do something about that :)
Thank you for your nice idea. I’m still learning InDesign but I’ll give it a try. I still have some work now, when I’m free I’ll consult with Sean for this idea.
I believe that newer version (CS2+) can detect transparency in PSD file easily. If you use TIFF, you might want to use clipping path.
Fist off, Excellent tutorial.
Two comments though. Instead of using lipsum.com Indesign has Type->Fill with Plaecholder Text, this does the same sort of thing but puts in enough to fill the whole text frame so you dont have to tweak it to make it fit.
For the page layout as shown in say step 28, should the left page not use column 2 and 3 for the text, it looks a litte off the way it is currently laid out.
Thanks. I really don’t realise that InDesign has its own Lorem Ipsum.
I think this layout useful if you use some pictures in the book. Column 1 and 2 for text, and 3 for additional information such as picture or quotation. If we put text in column 2 and 3 in left page, the layout will be inconsistent. It might confusing our eyes.
Thanks for a helpful, informative InDesign tutorial.
I always think it’s funny when I see in the comments how everyone is so eager to make corrections that they don’t bother to read previous comments to see if it’s already been said.
That’s because the comments don’t show up until they’re approved. I think all the comments about the placeholder text were made before the first reply about it was visible.
Yep, it’s true.
Amazing tutorial!!! no termine de leerlo por completo, pero esta muy bueno hasta donde lo lei. Muy buen trabajo. :)
Great tutorial!!
I cannot get the TOC to find my Chapter Titles. Any suggestions?
Thanks.
Make sure you select Include Book Documents. If you still have problem check again the paragraph style of your chapter title.
absolutly stunning and really detailed tuts, everyone now can do it .. ahem .. may i ask you to write a tuts for a photography book?
Hi :)
Very interesting tutorial. I have a problem though: I can’t follow step 48 =/ The program won’t let me select my new styles. I have CS5, could someone help me, please?
Make sure you select Include Book Documents. This way, InDesign will search all styles inside the book not just active document.
waaoooww..cool tutorial!finaly find the inDesign tutorial..
ehm…ngomong2, ada versi bahasa indonesianya?hehehe
thx
Thanks. There’s a lack of InDesign tutorial. I hope this help anyone who need it.
Saya tidak menulis tutorial InDesign lain. Lihat tutorial saya yang lain di http://desaindigital.com.
I was proposing an InDesign book to local publisher here, but get rejected because “lack of demand”. I don’t understand why this powerfull apps still in lack of demand while most of us choose a vector imaging app to create a book?
===
Waktu itu saya bikin proposal ke GPU untuk buku Indesign, ditolak karena “kurang peminat”? Nggak ngerti kenapa aplikasi sekuat indesign masih kurang peminat, dan anehnya banyak yang suka pake Editor Vektor yang ituh… buat bikin buku dan brosur? Aneh banget gak tuh.
Bang Jeprie, kalo ane make InDesign CS3 nih bisa ga ya ngikutin tutorial ente di atas.
Saya buat ini dengan CS4, tapi setahu saya tidak ada fitur baru yang digunakan. Jadi, semua teknik ini bisa dilakukan di InDesign CS3.
Translate:
Yes, you can also following this tutorial using InDesign CS3.
fantastic! wonderful work! tks.
Hey There!
Thanks a lot for this awesome tutorial. Definitely opened my eyes on the power of InDesign and made me excited to use it.
The issue I’m having is my chapter numbers are not dynamic. They all say “1″, regardless of how I order them, and used a chapter number variable as you said. Any idea why this might be happening?
Have you update all the numbers? Update Numbering > Update All Numbers
Am having some trouble completing step 33, could you please expand the actual process in creating a new chapter? Thanks
It looks like you copy the file for each chapter, but I can’t be sure.
Just copy and paste the original file three times.
Thanks! Nice tutorial. M just a beginner but i can followed it. :)