BOOK DESIGN MADE SIMPLE BOOK DESIGN book design made simple • RAVEN & COLLETT A step-by-step guide to designing and typesetting your own book using Adobe® InDesign® FIONA RAVEN & GLENNA COLLETT ~ Praise for Book Design Made Simple ~ “Book Design Made Simple was my main pillar of support when I was designing my own book. It stood head and shoulders above any of the tutorials I found online, and took me every step of the way through the whole process. I recommend Book Design Made Simple to every new book designer, whether they are familiar with InDesign or not. It’s the ulti- mate resource on creating a book using InDesign.” —Lyle Litzenberger, author of Burke and Widgeon: A Hiker’s Guide, Coquitlam, BC “Whether you are dreaming of publishing your first book or whether you are accomplished at book design, this promises to become the bible on book design. Book Design Made Simple covers so much more than the basics. From setting up the required software to practical advice and visuals of design and typography, how to obtain an ISBN and create a bar code to sending rock-solid press-ready files to the printer, this 500-page volume is truly a ‘must have.’” —Ernst Vegt, Coast Imaging Arts, prepress and color management professional, Comox, BC “Book Design Made Simple is a golden goose for designers, authors, and anyone who wants to create a book. The instructions for InDesign are a revelation; Glenna and Fiona publish coveted secrets for saving time and adding magic to projects. Even experienced design- ers will profit from Glenna’s and Fiona’s wealth of intelligence and knowledge. I highly recommend Book Design Made Simple. It will make beginners look professional and pro- fessionals look even better.” —rafael perez, book cover designer, Colonus Publishing, Sandy, OR “I recommend Book Design Made Simple. It is an excellent investment.” —Kevin M. Johnson, MD, designer of My Father, in Snow, Madison, CT “Book Design Made Simple presents a two-fold course in book design and production—the practical and the sublime. In a clear use of text and images the function and application of the power of InDesign is presented. Within this context the basics of good design and visual style—from page composition to typography—are offered in a manner that allows the reader to view options. This is not a recipe book, but a flexible process the reader may use to lay out the framework of a book. A perfect addition to the bookshelf of anyone who does multiple page layouts.” —Karen Shea, Karen Shea Design, Beverly, Massachusetts “Book Design Made Simple more than follows through on its title’s promise. This well- organized overview breaks down a very complex process with admirable clarity. If more people used this book, the publishing landscape would look a whole lot better.” —Peter Blaiwas, Blaiwas Graphic Design, Newburyport, MA “The language and design is so clear and friendly that you feel like the authors are sitting right next to you. Book Design Made Simple is a tool which will improve the quality of files that go to printers and increase reading enjoyment for everyone. It is the go-to resource for anyone intending to design a book.” —Jo Blackmore, Publisher, Granville Island Publishing, Vancouver, BC “In my entire career in publishing I have never seen the process of book design revealed in this way. With extraordinary patience, the authors have laid out every step and explained enough of the design and typographic niceties that 99% of users will find every answer they need right here. The self-publishing authors I work with will be very well served to get this book and use it!” —Jan Kardys, Chairman, Unicorn Writers’ Conference, Literary Agent, Unicornforwriters.com “For many of our self-publishing writers, Book Design Made Simple will be the right solution at the right time. The simple but thorough instructions are perfect for any non-techie design novice.” —Tracy Sayre, founder of Writers Work Writers’ Conference, New York book design made simple A step-by-step guide to designing and typesetting your own book using Adobe® InDesign® Fiona Raven • Glenna Collett 12 pines press vancouver, canada • boston, massachusetts Copyright © 2016 Fiona Raven and Glenna Collett All rights reserved. No part of this book may be reproduced in any form or by any electronic or mechanical means, including information storage and retrieval systems, without permission in writing from the publisher, except by reviewers who may quote brief passages in a review. Library and Archives Canada Cataloguing in Publication Data Published by 12 Pines Press Fiona Raven, author Vancouver, Canada Book design made simple / Fiona Raven, Glenna Collett. Boston, Massachusetts Includes bibliographical references and index. E-mail: [email protected] ISBN 978-0-9940969-0-6 (pbk.) www.BookDesignMadeSimple.com 1. Book design—Handbooks, manuals, etc. 2. Book design. I. Collett, Glenna, 1950–, author. II. Title. Z246.R28 2015 686.2’252 C2015-902289-4 Library of Congress Control Number 2015904106 Editing by Joanna Eng Book design by Fiona Raven Proofreading by Dania Sheldon Indexing by Katherine Stimson Cover photograph by kertlis / iStock Fiona’s photo by Karen Massier Photography Printed and bound by Friesens in Canada C016245 First Printing January 2016 v. 1.0 The text in otherwise uncredited sample page designs is from either the first draft of this book or Alice in Wonderland by Lewis Carroll. Adobe, InDesign, Acrobat, Photoshop, Illustrator, and Bridge are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and other countries. Word is a registered trademark of Microsoft Corporation. Rather than put a trademark symbol with every occurrence of a trademarked name, we state that we are using the names in an editorial fashion only and to the benefit of the trademark owner with no intention of infringement of the trademark. No such use, or the use of any trade name, is intended to convey endorsement or other affiliation with this book. All trademarks or service marks are the property of their respective owners. To my mentor, Richard Bartlett ~ the first person to have faith in me as a designer. ~ Glenna • • • To my mum ~ the first self-publisher I ever knew, who took a flyer on an inexperienced book designer and launched my passion for book design. Thanks, Mum! This one’s for you. ~ Fiona • • • And to YOU, our readers, for inspiring us to write this book! We hope you’ll be equally inspired to make your own book look its best. ~ Glenna & Fiona Acknowledgments We owe a lot to many people for their help, encouragement, and advice. We are especially indebted to our first tester, Kevin Johnson, a doc- tor with no book production experience who wanted to design his sister’s book, Our Father, in Snow. He used our first draft to design the pages and cover of the book, with outstanding results. We learned from his questions and appreciated his insightful comments. The result is a book that is twice as long, with many, many more examples and more precise directions. Many thanks to Laurie Griffin and Erin Scullion for their thor- ough reading of the first draft. Renee and Mark D’Antoni of eBook DesignWorks graciously answered our questions and set us straight about some of the details of ebook conversion. Isobel Logan of EditFast generously explained the differences in usage of em dashes between North America and Australia. Brad Schmidt at Friesens offered technical expertise on prepress issues, and because of it we are confident that our directions are correct and up to date. And Wesley Raven was our hero in checking all of the hundreds of page references. Thank you! A huge thanks to our copy editor, Joanna Eng, who not only made over 1,200 corrections to our manuscript, but also meticulously tested our instructions. Your work made this book so much better. Our proof- reader, Dania Sheldon, corrected even more tiny inconsistencies through- out, and as a result, we are confident in presenting our words to the world. And finally, Katherine Stimson gave us a truly excellent index. For all of this work, we thank our outstanding production team. We are so grateful to those of you who helped us with different aspects of self-publishing: writing reviews, advising us on media kits, taking head shots, referring us to distributors, liking and sharing our social media posts, and, most importantly, recommending us and our book to all your peeps in the biz. (You know who you are!) Thank you. And finally, Glenna would like to thank her husband, George, for his patience as her work hours doubled during the writing of this book. And Fiona would like to thank her husband, Wes, her dad, Jack, and her sister- in-publishing, Jewelle, for their support and encouragement throughout. We couldn’t have done it without all of you! Contents Introduction xi Part I: Getting Started .............. 1 1 From Word to InDesign 2 2 Windows vs. Mac 4 3 Leasing InDesign 5 4 A quick tour of InDesign 12 5 Choosing your trim size 20 6 Planning your pages 23 7 Creating your document 28 8 Placing your manuscript 44 9 Optimizing your text 50 Part II: Creating Your Styles .......... 55 10 Creating your paragraph styles 56 11 Creating your character styles 80 12 Reversing or undoing mistakes 86 Part III: Formatting Your Pages ........ 87 13 Applying your character styles 88 14 Formatting your pages 94 15 Adding folios and running heads 110 16 Printing pages 113 Part IV: Designing Your Pages ......... 117 17 Changing your page design 118 18 Using master pages 119 19 Changing your trim size 121 20 Changing your margins 123 21 Changing your main typeface 129 22 Setting type size and leading 135 23 Setting up your baseline grid 138 24 Designing chapter and part openings 142 25 Designing headings 184 26 Designing other elements 194 27 Designing folios and running heads 218 28 Designing your front matter 222 29 Designing your back matter 246 Part V: Adding Shapes & Color .