Notes on InDesign 2 as compared to FrameMaker 7
I am a highly experienced user of FrameMaker who recently spent time learning to use InDesign 2 as a new tool. In my progress up the first part of the InDesign learning curve, I noticed many features that were different from the comparable feature of FrameMaker.
In many cases, the InDesign feature is an improvement on FrameMaker, to the point that a list of certain features reads like a FrameMaker "wish list" (for example, text frame inset values, or automatic generation of chapter TOCs).
Other points are just differences without great advantage either way. And there are a number of very important missing features that prevent InDesign 2 from being considered as a replacement for FrameMaker.
And finally, there are undoubtedly many features that I failed to notice, or failed to think were worth mention, or misunderstood.
Note that some items appear under more than one heading, as appropriate. When an item appears a second time, it is in [square brackets].
Major headings:
The above two sections are mostly free of editorializing and invidious comparisons.
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· FrameMaker Annoyances Solved points out how certain items from the preceding sections meet long-standing FrameMaker feature requests.
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· InDesign Shortcomings documents some extremely serious functional shortcomings that make InDesign inelegible as a FrameMaker replacement.
Abbreviations:
ID = InDesign 2
AI = Adobe Illustrator
PS = Photoshop
FM = FrameMaker 6/7
MP=Master Page
BP=Body Page
User Interface Features
Notes on items that are primarily differences in the user interface, without significant difference in the underlying function (except as noted).
Adobe Interoperability
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1. The whole mechanism of palettes, "docking" palettes together, displaying palettes using the View menu, hide/reveal palettes using Tab key, is exactly the same as in AI and PS, and similar to GoLive.
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2. The AI/PS pen tool for lines and Bezier curves is built in. Graphic paths from Illustrator, and Clipping Paths from Photoshop, can be operated on directly.
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3. Layers in the AI/PS sense are basic document features. Place text, graphics, etc on separate layers. Layers palette works as in AI/PS: drag layers up/down to change front/back relation; click "eye" to hide/reveal; click "padlock" to lock.
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4. Adobe keyboard shortcuts work: v for selection tool, p for pen, cmd-space for the zoom tool, option-space for zoom-out tool. Also like AI & PS, once you select the Type tool (T), "v" and "p" just type those letters.
General UI
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1. Multiple Undos. Just keep hitting cmd-z to back out a long sequence of changes. (But no History palette ala PS.)
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2. Master/Body page access is not modal: master pages appear in same palette as body pages, brought to view for editing by double-click. BPs reflect changes instantly.
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3. Can have multiple views of a document, e.g. zoomed in on one window, view whole double-page spread in another.
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4. Right-click (with a two-button mouse, or control-click) in text to pop up a menu of common special characters and special commands.
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5. Can easily open a display of all glyphs in the current font, including "Pro" ligatures, small caps etc.; insert a selected one by clicking.
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6. Double-clicking a word selects both the word and the space following. (Compare to FM, selecting a word and cutting leaves an extra space, unless "smart spaces" on.)
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7. Three different levels of image display are offered, from high-quality slow to low-res fast. Display resolution is a global preference that can be overriden for individual objects. (Compare FM global option of not displaying graphics to save time).
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8. Find Next is cmd-shift-F -- not cmd-G as customary. (Can be overridden, but who knows what ID's existing default for cmd-G one might be replacing?)
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9. Special characters are entered into the Find/Change dialog with a popup menu (compare to FM's special syntax, \p for paragraph etc).
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10. You can define your own shortcuts for Para and Char styles. (However, there is no equivalent to the FM quick-select using alphabetic names: ctrl-8 e m gets Emphasis, ctrl-9 b u gets Bulleted, etc)
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11. There are convenient shortcuts for all types of navigation in tables: move to first/last cell in a column/row, add/delete row/col, etc. Also, you can add rows or columns to a table simply by option-dragging the table boundary.
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12. You can't drop an imported graphic into a table cell; it floats above or behind the table. You can only cut the graphic, set insertion point in table cell, paste.
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13. The Page Up/Down keys cause vertical scrolling by screen height units, which do not relate to pages. There are screen buttons for next/prior logical page, but there is no way to get to the "next" page without lifting from the keyboard.
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14. When a text frame is defined on a MP, you cannot start typing into that frame on a BP unless you first cmd-shift-click on the text frame. (bad for the writer). (This has to do with ID not distinguishing between MP frames that are meant for background and those that are meant for what FM calls "autoflow." Cmd-shft-click is how you select an MP object for customizing on a BP.)
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15. Interface for defining Index entries is both simpler and more complicated than FM's Index palette. In a classic TUI vs. GUI face-off, ID uses a set of palettes, commands and dialogs to achieve much the same function as FM's arcane index term syntax.
Graphics/Design UI
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1. Each page is surrounded by a blank "pasteboard" area on which graphics and other objects can be temporarily stored.
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2. Using the "direct-select" tool, you can select and operate upon graphics elements that are part of a group. No need to ungroup-modify-regroup.
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3. Extensive color-coding: guides and grids are color-coded by function; boundaries of selected objects are color-coded to show to which layer they belong.
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4. To apply a MP, drag its icon onto the body page's icon in the pages palette.
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5. Text, other frames when selected have a visible center-point handle by which they can be repositioned (compare FM: dragging the boundary of the frame).
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6. Positional and size values of a selected object are in the Transform palette for easy modification (compare FM's modal Graphics > Object Properties dialog).
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7. When moving an object that is partially cropped by a frame boundary, if you pause, the parts of the object that fall outside the crop boundary are displayed as a transparent ghost so you can easily see the full size of the object relative to the frame.
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8. Type>Find Font is a specialized find/change for font uses.
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9. The Tabs palette for setting tabs is a floating palette that when opened aligns itself to the boundary of the current text frame.
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10. The UI for specifying a rule above/below a Para style lets you specify weight, color, indent in the Para Style dialog. Rules automatically crop at text frame boundary.
Design Features
Notes on functional items that most affect the designer of the book or document.
General/Miscellaneous
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1. Text frames have built-in "inset" properties, specifying Top, Bottom, Left and Right distances by which text is inset from the boundary of the frame.
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2. Text frame boundaries are paths, in the AI sense, and can be reshaped using the pen tools into any arbitrary shape, eg rhomboids, stars, discs. Text flows smoothly to fill the reshaped frame. (Cool tech! Utility?)
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3. Graphical UI for connecting text flow between frames. Can have text flow links display as pretty blue lines.
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4. "Optical" margin alignment: Opening quotes and caps slightly exdent to make text alignment prettier.
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5. Drop cap is a built-in feature of Paragraph Style definition: can specify one or more initial letters are to be set as drops; also specify number of lines of depth (which can be negative to make a flag-cap).
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6. [Layers in the AI/PS sense are basic document features. Place text, graphics, etc on separate layers. Layers palette works as in AI/PS: drag layers up/down to change front/back relation; click "eye" to hide/reveal; click "padlock" to lock.]
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7. Master pages can be defined in heirarchical relationships, so a slightly different MP can be created "based on" another. Inheritance relations are visible in pages palette. New MP easily created by tweaking a BP and dragging its icon into the MP section of the pages palette.
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8. Any BP object inherited from a MP can be selected and modified. Unchanged attributes remain under control of Master page original. Thus you can change the size or position of an inherited graphic, but if the color is changed on the Master page, the color change is propogated to the modified body page. (Cool tech! Utility?)
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9. Language (for spell check and hyphenation) is a character-level attribute, not a paragraph level attribute. Can be specified in a named Character Style.
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10. The Baseline Grid, with dimensions specified separately from the graphics alignment grid, is used to space text baselines consistently throughout the document and to align them across multiple columns.
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11. H and V document rulers can have different dimensions (eg some newspapers use horizontal picas and vertical inches).
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12. The zero point of the document rulers can be set to other than the upper left corner of the page, eg. to the intersection of the upper left crop marks.
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13. Can easily define a new Para or Char style based on current text selection, or update an existing style ditto.
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14. There is a command "find unused styles."
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15. There is explicit support for multi-page spreads (gatefolds, accordion brochures).
Graphics-related
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1. [The AI/PS pen tool for lines and Bezier curves is built in. Graphic paths from Illustrator, and Clipping Paths from Photoshop, can be operated on directly.]
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2. Graphics rotate can operate on a center pivot (like FM) or pivot on any corner or the center of any side. Pivot selected by clicking intuitive icon in "Transform" palette.
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3. Graphics alignment grid has user-specified dimensions for both H and V spacing, and user-set number of subdivisions per division. (FM has only one grid spacing value for both H and V, and no subdivisions.) Alignment grid has user-chosen color (25% gray default) and can be visible or not, in front or in back.
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4. H and V "guides" can be pulled out of the rulers (as in AI & PS) and precisely positioned, put in front or behind, and with user-chosen colors. Snap-in zone has user-defined width. Guides on MPs propogate to BPs.
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5. Column boundaries act as snap-to guides for easy alignment of graphic objects.
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6. When importing a graphic (the "Place" operation), items <48K are copied into document; those over 48K are "linked" (like FM "import by reference"). Copy can be forced.
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7. ID retains the link to all placed objects (copied or not), displays them in a Links palette, allows selective or batch updating of imported graphics from linked files. Can sort list of imports by filename or by page of use.
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8. Text wrap around an overlapping graphic object is an attribute of the object and can be none (overprint), split above/below, stop flow in that frame, wrap around boundary (rectangular), wrap around contents (tight nonrectangular wrap). The spacing of the text away from the graphic can be specified separately for each of the four sides.
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9. Fit Content to Frame (scale content to fill frame) and Fit Frame to Content (like FM "shrinkwrap") are menu commands.
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10. "Stroke" palette used to draw lines is very sophisticated: can stroke with double, triple combos of thick/thin, set dashed lines with variety of patterns, terminate stroke not only in arrowhead but bar, circle, block. (Same as AI?)
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11. You can lock a graphic object's shape a/o position so it can't be tweaked by an accidental mouse action.
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12. Color definitions (like the FM Color Catalog) are made visible in a Swatches palette. Color definition model much more elaborate than FM (Pantone support &etc). Easy to make "tints," or percent-amounts of previously defined colors. Tints automatically change when their base color does.
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13. Gradients are defined as special "swatches" based on 2 or more prior-defined swatches. Gradient def changes if base colors do. Gradient applied by selecting object, clicking swatch. Can drag to change direction of grade. Can be applied to multiple selection, single gradient strokes across all of selection.
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14. Imported graphics can be cropped by an arbitrary clipping path. Path can be drawn in ID using the pen tools, imported from AI, or can be alpha channel from PS import.
Book-related
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1. The Book palette lists all book components (much like FM book window) but components can be reordered by dragging (like AI layers).
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2. The Book palette specifies a "style source document," one component whose Styles and Swatches override all others in the book. Choice can be changed anytime. Override applied by Synchronize command.
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3. The Book palette shows not only the names of the book components but their current status: available, modified, in-use by other user, or missing.
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4. Pagination sequence can be reset or changed in format at a section boundary within a document.
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5. Format of TOC entries is specified in a reasonably clear dialog (after needed para styles have been defined).
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6. TOC can be generated from whole book or from selected documents. TOC is placed exactly like an imported text stream, by clicking into a text frame.
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7. Index is generated from whole book or selected documents, result placed into any frame like imported text stream.
FrameMaker Annoyances Solved
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1. [Text frames have built-in "inset" properties, specifying Top, Bottom, Left and Right distances by which text is inset from the boundary of the frame.] Longtime FM feature request and FAQ ("How come Space Above doesn't work in the first paragraph in a frame?")
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2. [Multiple Undos. Just keep hitting cmd-z to back out a long sequence of changes. (But no History palette ala PS.)] Long, long-standing FM feature request.
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3. [Drop cap is a built-in feature of Paragraph Style definition: can specify one or more initial letters are to be set as drops; also specify number of lines of depth (which can be negative to make a flag-cap).] No more manual drop-caps-in-anchored-frames.
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4. [Master pages can be defined in heirarchical relationships, so a slightly different MP can be created "based on" another. Inheritance relations are visible in pages palette. New MP easily created by tweaking a BP and dragging its icon into the MP section of the pages palette.] Your MP "Chapter Open" can be based on your "Left" and inherit most of its dimensions and guides; your MP "Index Open" can be based on "Chapter Open," and etc. Updates propogate down the chain.
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5. [Master/Body page access is not modal: master pages appear in same palette as body pages, brought to view for editing by double-click. BPs reflect changes instantly.] Maybe you prefer to type esc-v-M and esc-v-B?
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6. [Can have multiple views of a document, e.g. zoomed in on one window, view whole double-page spread in another.] Long-desired FM feature, where only one view of a given document is possible.
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7. [The Book palette specifies a "style source document," one component whose Styles and Swatches override all others in the book. Choice can be changed anytime. Override applied by Synchronize command.] This eliminates the FM annoyance of having to put master style def's into the
first
file of the book (typically the title page doc,which doesn't
need
any of the master styles).Also, having Synchronize as a separate command eliminates surprises of "inconsistent definitions" discovered half-way printing a book.
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8. [The Book palette shows not only the names of the book components but their current status: available, modified, in-use by other user, or missing.] Eliminates having FM report "cannot open" a chapter when it is halfway through printing a book.
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9. [Pagination sequence can be reset or changed in format at a section boundary within a document.] Eliminates restriction that pagination can only change between chapters; makes it possible to define a whole (small) book in one document.
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10. [Can easily open a display of all glyphs in the current font, including "Pro" ligatures, small caps etc.; insert a selected one by clicking.] Eliminates having to look up the ctrl-Q sequence for special characters, which in any case don't give access to swashes, ligatures, other OpenType features.
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11. [ID retains the link to all placed objects (copied or not), displays them in a Links palette, allows selective or batch updating of imported graphics from linked files. Can sort list of imports by filename or by page of use.] Eliminates having to "generate" a special list to document all imports so you could check their status manually. Reduces chance of discovering a graphic has become a gray square without warning.
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12. [Graphical UI for connecting text flow between frames. Can have text flow links display as pretty blue lines.]. Eliminates the arcane procedure of first selecting two text frames, then Format > Customize Layout > Connect Text Frames. Also makes it easy to find mistakes in text frame linking in complicated layouts.
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13. [Fit Content to Frame (scale content to fill frame) and Fit Frame to Content (like FM "shrinkwrap") are menu commands.]. Eliminates manual resizing of frame boundaries using Graphics > Object Properties.
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14. [Format of TOC entries is specified in a reasonably clear dialog (after needed para styles have been defined).] No futzing with arcane definitions on the reference pages.
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15. [TOC can be generated from whole book or from selected documents. TOC is placed exactly like an imported text stream, by clicking into a text frame.] Long standing FM feature request: no more faking chapter TOCs via xrefs.
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16. [Type>Find Font is a specialized find/change for font uses.] Remember all the times FM told you "missing font" but you couldn't find where the heck it was used?
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17. [Language (for spell check and hyphenation) is a character-level attribute, not a paragraph level attribute. Can be specified in a named Character Style.] Long-standing FM feature request, where language is a paragraph attribute so there is no way to designate, eg, an italicized botanical name as non-English for spellcheck.
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18. [The Baseline Grid, with dimensions specified separately from the graphics alignment grid, is used to space text baselines consistently throughout the document and to align them across multiple columns.] Long standing FM feature request, the ability to synchronize baselines across multiple columns.
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19. [There is a command "find unused styles."] Old FM problem: which of the styles in the Para or Char catalog are not used and can be deleted? (Or ought to be in use but aren't?)
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20. [The Tabs palette for setting tabs is a floating palette that when opened aligns itself to the boundary of the current text frame.]. This makes it a lot easier to position tab icons than using FM's document ruler.
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21. [The UI for specifying a rule above/below a Para style lets you specify weight, color, indent in the Para Style dialog. Rules automatically crop at text frame boundary.] No more flipping back and forth between the document and the Reference page, trying to get a rule cropped just so. (No more Reference pages!)
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22. [Interface for defining Index entries is both simpler and more complicated than FM's Index palette. In a classic TUI vs. GUI face-off, ID uses a set of palettes, commands and dialogs to achieve much the same function as FM's arcane index term syntax.] There is one important advantage to the ID method: you specify page ranges at the time you make the initial entry, from a popup with choices like "to end of section," "for <n> more paragraphs," etc. This eliminates the FM annoyance of having to type <$startrange> and then remembering to put in a matching <$endrange>, or often, forgetting to.
InDesign Shortcomings
The features of InDesign that improve on Frame are mostly corrections of "annoyances" as described in the preceding section. The items in this section are "shortcomings" in that they are important, widely-used FM functions that simply have no equivalent in ID.
Until these lacks are supplied in ID, there is no reasonable hope of converting an existing base of FM documents to ID. However, the excellence of the existing ID feature set hints that, if and when ID ever does address these shortcomings, it will do them in clever ways.
Note: None of the following are corrected in the new InDesign CS product released in October, 2003.
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1. ID has no autonumber facility: hence, it cannot support automatic bullet (or other glyph) lists, or numbered lists, or numbered headings and subheads (
very
common in industrial documentation), no table or figure captions numbered automatically based on chapter number.
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2. ID has no facility comparable to FM cross-references. (It is possible to give a page-number reference that is dynamically filled in, but the reference is only to a text frame where the current story continues, not to a paragraph or a sentence.) Not only can you not place page-number references to arbitrary text, you can't pick up paragraph text for re-use from,e.g., a glossary. The only way to quote text from elsewhere in the document is to copy and paste.
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3. ID has no facility comparable to FM user variables. No way to incorporate boilerplate text that can be globally changed later, or by importing a different style document. (Not all such uses can be replaced by global find/replace.)
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4. ID has no facility comparable to FM conditional text. Flawed as it is, conditional text is widely used and where it is used, is integral to the document design. There would be no substitute except to replace the FM document with <n> ID documents, one for each conditional variation.
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5. The ID "Inline frame" is equivalent of an anchored frame positioned "below current line" with a baseline offset. There does not seem to be an equivalent of an anchored frame with any other positioning attribute, for example, "at top of column," "at end of column," outside column on binding edge, etc. Maybe I missed it but I don't think there is any way to anchor a graphic
beside
text and have it move with the text in editing.
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6. ID has no support for mathematical expressions or equations. It may well be that its elaborate typographical controls permit equally nice output to FM's Equation support, but certainly achieving it will require more hand-labor.
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7. ID does not completely implement the FM concept of "As Is" as a style value, so that you can create a character style that applies
only
the italic attribute, or
only
a different point size, but leaves all other font features unchanged. Some features in the Character Style definition dialog allow a "not specified" setting, but font family and size are always changed. This makes it impossible, for example, to have a character style "Signal Name" that works equally well in both 12-pt Garamond body text and 9-pt Helvetica figure call-outs.
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8. ID has no facility comparable to the FM "global update options" in the Paragraph and Character Designers. That is, there is no simple way to change the font family, or the hyphenation rule, of all paragraph styles simultaneously. To change the document font entirely, edit every Style definition. (But see next item)
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9. When a para or char style definition is updated, paras having that style are not automatically updated to use the new style. Instead, when you select one of them, a plus sign appears in the style palette showing that the selected text has a modified version of the style. If there's a global way to enforce an updated style, I don't know what it is. (For a book, the Book palette command Synchronize? But in a document?)
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10. You can't paste plain text, when the source of the copied text was styled. For example if you copy text from a browser window, or from a user-supplied Word document, it will paste into ID retaining its styles, colors and font from the source. The editor then has to rationalize the formatting manually.