Bookletizer User Guide Version 4.0

What Bookletizer Does…

Bookletizer converts your document to printer’s spreads for saddlestitched publications, such as booklets, retaining page numbering and compensating for page creep. The document can be reverted back to QuarkXPress’s default reader’s spreads at any time for easy editing. A new Booklet tab in the Print dialog, allows for easy selection of spreads for output.

Creating a Document for Bookletizing

QuarkXPress automatically creates reader’s spreads when the ‘Facing Pages’ option is selected. Reader’s spreads display pages as viewed in a publication; page two faces page three, and so on. Bookletizer converts these into a printer’s spread arranged for output in booklet form. Pages are rearranged to produce output that can then be folded togeth- er to make a booklet.

Document...

Set Page size.

Enter the Width and Height values of a single page of your book- let. Bookletizer does not require you to calculate spread size or anything other than your normal page size.

Check the Facing Pages checkbox.

The document should be composed of pairs of facing pages, just as your physical booklet will be.

Define other options as desired and click OK. Make sure the number of pages is divisible by four. Throughout your creation and editing process, be aware that the final number of pages should be divisible by four to make a booklet. This is a physical requirement of printing two pages on both sides of a sheet of paper.

Include as few troublesome elements as possible.

Both Layout Considerations and Troubleshooting Issues discuss potentially troublesome layout items and solutions.

Preparing Existing Documents

Sometimes it is necessary to bookletize an existing document that was not created with Bookletizer’s requirements in mind.

Verify that the document is ‘Facing Pages.’

Bookletizer works on documents containing Facing Pages.

Review the document layout.

A booklet is made up of pairs of facing pages. Use the QuarkXPress Document Layout palette to verify this. Choose View 3Show Document Layout and scroll down the pages to confirm that each spread is two pages, one on each side of the centerline. The first and last pages will each be alone; a single page without a partner. Pairs of opposing pages are necessary before bookletizing.

Make sure the number of pages is divisible by four.

This is a physical requirement of printing two pages on both sides of a sheet of paper.

Review document for troublesome elements.

Both Layout Considerations and Troubleshooting Issues dis- cuss potentially troublesome layout items and solutions

Bookletizing a Document

If you intend to create saddle-stitched booklets, your document needs to be output in printer’s spreads for the pages to position themselves correctly in the folded booklet.

Note the Status statement.

If there is a problem, one of these error statements will alert you of situations when a document is not able to be bookletized:

Document cannot be bookletized with an odd num- ber of pages. Increase or decrease by one the number of pages.

Document cannot be bookletized with an odd num- ber of spreads. Increase or decrease by one the number of spreads.

Document must have facing pages to be bookletized.

Check the ‘Facing Pages’ checkbox when creating a document.

Document cannot be bookletized without opposing pages. With the exception of the first and the last spread, the docu- ment must have exactly one page on each side of the spine.

Document cannot be bookletized without exactly 2 pages per spread. The first and last spreads must have one page, however, all other spreads must contain exactly two pages.

Enter Page Creep value, if desired, and click OK.

On large booklets, you may want to compensate for the thickness of the paper to allow for easier viewing. Enter a small value approximately equal to the thickness of your paper. The creep is adjusted on all pages of the document. Bookletizer defaults to 0.3 pts or the approximate value needed for a booklet using 20# bond or copy paper.

See
• Understanding Page Creep

Warning: Moving or deleting a page will prevent you from unbookletizing a document.

The alert reminds you that before rearranging or removing any pages, you should revert back to reader’s spreads. Moving or deleting pages from a bookletized document will prevent you from reverting to reader’s spreads.

Click OK.

Adjusting Creep

If a document is already bookletized, it is still possible to add or modify the amount of creep.

The ‘Status’ box indicates that the QuarkXPress document has already been bookletized.

Enter a Page Creep value and click OK.

The new creep value replaces any previous value. If you are adjust- ing a booklet created with an earlier version of Bookletizer, it will be updated to 4.0 standards.

Unbookletizing a Document

Editing a document is easier when the document is viewed in reader’s spreads. Unbookletize your document to view it in reader’s spreads.

Click OK to confirm the reversion.

Any movement or deletion of pages from a document should be done in an unbookletized state to avoid damaging the document.

Bookletizer will also restore any section starts you may have had in your document at this time. If your booklet was created with an early version of Bookletizer, there is a possibility that additional section starts may remain. If you choose to remove these by hand, Bookletizer will recognize and restore them in the future.

Printing a Bookletized Document

Outputting printer’s spreads can be awkward and varies slightly with each printer. To simplify this, Bookletizer provides a Booklet tab in the QuarkXPress Print dialog.This tab appears only if the document has been bookletized.

Select spreads for printing from the scrolling list.

Click on a spread to toggle it’s printing status. Option-clicking will toggle the front and back of the same sheet. Selected spreads are represented by a plus (+) sign at the left of the list The buttons to the right allow you to quickly select common groupings of spreads.

Option-Click to toggle both sides of a spread. Alt-Click on Windows

If outputting to a printer without duplex capability you may want to print all Fronts, reinsert those pages, and then print all Backs. Some printers require you reverse the order of the sheets before feeding them back in. Experiment with a small test document until confident with this feature.

Click Set Range.

This transfers the selected spreads into the Print dialogs Pages field. If you exit the tab without setting the range, an alert will allow you to set the page range, proceed without changing the pages, or cancel and return to the Booklet tab.

Review Suggested Setup at right.

These hints show suggested settings necessary for output of this document. Since the booklet will be print as spreads, the page size is exactly double that of the document setup.

Click the Setup tab and enter suggested options.

The setup suggestions from the Booklet tab will work in most cases. Special circumstances, such as printing to film or to an oversize sheet, may require other settings. Use the correct Printer Description to take advantage of printer specific options which might apply to your output, such as, duplexing. Set other Setup options if necessary.

Click the Document tab and check Spreads.

Set other Document options if necessary.

Set any other necessary print options. Click Printer to set hardware options. Built-in printer options are accessed through this sub dialog and vary widely among devices. Two-sided printing or duplexing is normally activated under the Layout options.

Please note it is not necessary to print pages two up as Bookletizer handles this via the Spread options.

Click Print or OK to return to the main Print dialog. Click Print to output your booklet.

Restoring a Corrupted Booklet

If pages are moved while a document is in its bookletized state, it becomes impossible to restore the document to reader’s spreads. The content is good, but Bookletizer can no longer be used safely on the document. Should this happen it is possible to manually return the document to its original state and use Bookletizer again. There is no way to return pages which were deleted.

This does not rearrange the pages, but removes the Bookletizer slug from the document. Bookletizer cannot restore the document to it’s original order if pages have been moved, added or deleted while bookletized. After restoring the correct page order, you will be able to bookletize again.

Restore page order manually or reflow content.

Restoring a damaged document will require manually returning the pages to their previous position via the Document Layout palette. Individual pages can be dragged to their new position, one at a time, until the order is restored.

On documents which are basically a single text flow, it may be simpler to create a new document and reflow the text and inline graphics. Bookletizer did not damage any of the links between text boxes, so large flows of text can still be selected easily.

• Layout Considerations

Computer automation makes it possible to speed through common tasks, but it lacks the human element of decision making. Documents should be designed to avoid potential causes of unexpected behavior.

Objects or groups across the gutters.

Since Bookletizer works by rearranging individual pages of a document, items and groups which appear on multiple pages are a bit of a problem. QuarkXPress believes that items beginning on the left-hand page belong with that page, and Bookletizer honors this. Any item touching both pages of a spread will be moved with the left-hand page when bookletized.

It is possible, in many cases, to create the look you wish, by creating two ‘half’ objects which approach the gutter from each page. How close they should approach is dependent on the amount of creep you will apply, and which spread they are on. For picture perfect bleeds across the gutter, you will likely want to bookletize a copy of your document, and tweak sensitive items by hand.

Objects very close to the gutters.

If applying creep, be aware of items which are very close to the gutter. Items within a few points of the gutter on either side, may actually overlap onto the facing page if too much creep is applied. It is important to remember that the creep value you enter will be applied successively to each sheet in the book. Those pages closest to the center of the book will be moved the most.

Play it safe and put no items closer to the inside page edge than the maximum amount of page creep for the document. The maxi- mum creep is equal to the number of sheets minus one times the creep amount. For purposes of this discussion, a sheet is pair of printer’s spreads that are intended for the front and back of the same sheet of paper and is equal to four pages. For a 16pp booklet with 0.3 pt page creep the calculation would look like this: 16÷ 4 = 4 -1 = 3 x 0.3 pts yields 0.9 pts total creep for the center spread. The pages folded on the outside sheet do not move at all and so that sheet is removed from the calculation.

As above, if items close to the inside page edge are crucial, you may want to bookletize a copy of your document and adjust crucial items by hand.

Playing it safe.

Whenever you are unsure of objects in your document, make a copy of the document before bookletizing. Many shops archive the docu- ment before bookletizing creating a disposable bookletized version for output only.

• Understanding Page Creep

When pages are folded to create a publication (i.e., saddle-stitched booklet), the text and images on the inner pages in the booklet get further and further away from the center of the page. This gradual movement of the page is called creep and it is due to the thickness of the paper. The outer piece of paper rests against the binding. However, the innermost piece of paper will be further away from the binding. The page creep is approximately the thickness of the paper for saddle-stitched binding and slightly more for perfect binding.

Creep is necessary due to the thickness of the physical sheets of paper, so determining the creep amount is simply a matter of measuring your paper. A ream of 20# bond copy paper is roughly 2inches or 144 pts thick. Divided by 500 sheets yields a thickness of 0.288 point per sheet. The default value of 0.3 pts accommodates this nicely. Any other paper stock can be calculated similarly, keeping in mind that exact precision is not necessary for booklet making.

• Editing After Unbookletizing

One of Bookletizer’s strengths is the ability to revert a document to reader’s spreads after bookletizing. Other utilities make duplicates of the document, or combine spread pages into a single sheet, both of which alter the document permanently. While Bookletizer does not alter the document in this way, it is still intended for use late in the workflow. Special attention should be given to changes in page organization after unbookletizing.

To retain the page numbers when repositioning the actual pages, Bookletizer sets each page to a Section Start with Automatic Page Numbering set to the appropriate value. After unbookletizing, these Section Starts remain, effecting the numbering of any inserted pages.

If you anticipate substantial changes after bookletizing a document, you may want to bookletize a copy of the document for proofing, while retaining the original for the remaining edits.

• Troubleshooting Issues

QuarkXPress crashes when unbookletizing.

In spite of the warnings, sometimes pages are rearranged or removed after a document has been bookletized. Bookletizer cannot unbookletize a document with moved or removed pages, and may crash if this is attempted. Generally, this configuration is a mistake caused by manipulation of the pages with the Document Layout palette. if no pages have been removed, returning all pages to their Bookletized should allow unbookletizing.

Moved pages can be manually returned to position allowing a success- ful Undo Booklet. If page order can’t be reconstructed, or pages have been removed, it’s impossible to unbookletize in the traditional manner.

In this event, by pressing and holding the Option key and choosing Undo Booklet, the slug storing the bookletized state can be removed. While this does not return the pages to their original order, it allows you to arrange and insert pages as necessary to start fresh. Be careful not to move or remove pages in the bookletized version this time.

Undo Booklet is disabled.

If the current document has not been converted with Bookletizer, the Undo Booklet menu item remains disabled. If the document is arranged in printer’s spread order, it may have been arranged manually or by other software. You should manually rearrange the pages before bookletizing, or transfer the content to another document arranged as reader’s spreads.

Page numbering after unbookletizing.

When a document is bookletized, each page becomes a section start in order to freeze the page numbers when their positions are changed. During Undo Booklet, early versions of Bookletizer were unable to remove all of the additional section starts. This problem has been resolved in versions 4.0 and higher, and will restore section starts even in documents bookletized with early versions of the program.

Make Booklet moves righthand boxes with the left page.

Items or groups of items which span both pages seem to behave unusually until you understand how QuarkXPress and Bookletizer sees them. QuarkXPress tracks an object’s position by its top left corner. If that corner is on the left page QuarkXPress and Bookletizer recognize the item or group as part of the left hand page. If an item is completely on the righthand page, but grouped to an item on the lefthand page, Bookletizer will honor the group and move all of its items with the left-hand page. You may want to ungroup some items before bookletizing to allow them to move with their pages.

Undo Booklet moves boxes to wrong page.

If a box or group on the righthand page that is very close to the inside page edge when bookletized, creep may move the lefthand edge of theobject onto the left page of the printer’s spread. QuarkXPress tracks an object’s position by its top left corner. Once this point has shifted to the left page QuarkXPress and Bookletizer recognize the item(s) as part of the left-hand page. If you have items very close to the inside page edge, you may want to bookletize a copy of your document and return to the original for anything other than output to avoid this possibility.

Left and right page numbers are the same.

If the box containing your righthand automatic page number is very close to the inside page edge, creep may shift it over onto the left-hand page. QuarkXPress tracks an object’s position by its top-left corner. Once this point has shifted to the left page, any automatic page number in that box reports the number for the left-hand page. This usually;shows up as identical page numbers on the left and right pages, but they may differ due to section starts.

Printing a Booklet prints wrong pages.

If warnings are ignored and pages are moved in an already bookletized document, using the Booklet tab to select spreads may behave incorrectly. A booklet is assumed to have pairs of facing pages and Set Range operates on this principle. If a page is moved alongside another spread, selecting that spread and clicking Set Range will print two pages only. Depending on where the page was moved from and how many pages were moved, it is possible none of the intended pages will print, but two pages with the absolute position of the original unmoved pages will print. Depending on the number and kind of moves, these pages may not be on the same spread.

Please note, even if you manage to print, this document, it will be impossible to unbookletize due to the moved pages. Do not move pages after bookletizing. Unbookletize, move the pages and then bookletize again.

• Glossary

page creep - Minute changes in a layout’s position to compensate for the binding method’s effect on position.

perfect bound - A book or publication bound by sewing and/or gluing along one edge.

printer’s spreads - Pages that appear next to each other in the proper order for final printing prior to binding; i.e., pages 1 & 16.

reader’s spreads - Pages that appear next to each when viewing the finished book; i.e. pages 6 & 7.

saddle-stitched - A booklet or publication bound by staples through the spine.

What Bookletizer Needs… Macintosh

A Macintosh with hard disk and CD-ROM Mac OS 7.6 or later QuarkXPress 4.0.4 or higher

Windows

A 486 or higher with hard disk and CD-ROM Windows 95 or later QuarkXPress 4.0.4 or higher

Registering Bookletizer

You will find a warranty registration card in your Bookletizer software package. Please fill out, then mail or fax your warranty registration card to Vision’s Edge. We cannot provide technical support or keep you informed about updates available for Bookletizer unless you return your warranty registration card.

Installing Bookletizer

These instructions cover both the Macintosh and Windows installers.

Double-click the installer icon.

The installer is found inside the Installers folder on your Vision CD.

Click Continue or Next at the intro screen. Read the license agreement & click Accept or Yes. You must agree to the terms of the License Agreement to install the software. Accepting the agreement, binds you to its terms.

Macintosh

Choose the desired drive and click Install.

The installer locates all applications on this drive whose names start with “QuarkXPress” and presents a list. If only one exists, the next step will be skipped.

Choose a copy of QuarkXPress and click OK.

The software installs into the XTension folder associated with that copy and is available when you restart the application.

Windows

Click Browse and locate your XTension folder.

Navigate to the XTension folder for your copy of QuarkXPress. Click OK to choose, then click Next to proceed.

Click Serialize or Yes to serialize your software.

Clicking Demo or No will install a fully featured time-limited demo. If you purchase the product later, simply run the installer again entering your keycode this time.

Enter your keycode exactly then click Serialize or OK.

Enter the keycode exactly including hyphens. It is found on your CD envelope or was provided via email. The only numbers are the last three places of the second group and the last place of the third group. If you received your keycode via email, you can copy the code to the clipboard and paste it in to avoid typos. In case of error, check each character for accuracy.

Click OK or Yes to clear the PDF notice.

A PDF copy of the documentation is installed for easy reference. On Macintosh, it can be found in the root directory of the target drive. On Windows, it is installed on the Desktop.

Click OK then click Quit or Close to exit the installer.

License, Disclaimers & Trademarks License Agreement

Vision’s Edge, Inc. provides the computer software program and User Manual contained in the package (the “Program”), and licenses its use on the terms stated below:

You are granted a license to use the Program under the terms stated in this Agreement for personal use in your business or profession. Title and ownership of the program remains with Vision’s Edge, Inc.;

The Program may be used by you on a computer or computers which you own or use for which the Program is designed to operate, except that the Program may be used only on one computer at any one time;

You may not make copies, translations or modifications of or to the Program, except you may copy the Program into machine-readable form for backup purposes in support of your use of the Program. (Any portion of this Program merged into or used in conjunction with another pro- gram will continue to be the property of Vision’s Edge, Inc. and subject to the terms and conditions of this agreement.);

You may not assign, sell, distribute, lease, rent or transfer the Program or this license to any other person;

This license terminates if you fail to comply with any provision of this Agreement. You agree upon termination to destroy the Program, togeth- er with all copies, modifications and merged portions in any form.

Limited Warranty

Vision’s Edge, Inc. warrants that the media on which the enclosed com- puter software package (the “Software”) is distributed will be free from defects for a period of sixty (60) days from the date of delivery of the Software to you. Your sole remedy in the event of a breach of this war- ranty will be that Vision’s Edge will, at its option, replace any defective media returned to Vision’s Edge within the warranty period or refund the money paid for the Software.

Vision’s Edge, Inc. makes no other warranty, either expressed or implied, regarding the Software, its merchantability, or its fitness for any particular purpose. Specifically, Vision’s Edge, Inc. does not warrant that the operation of the Software will be uninterrupted or that the Software will be error free. Vision’s Edge, Inc. disclaims all warranties including, but not limited to, the warranties of the distributors, retailers and developers of the Software.

This Warranty gives you specific legal rights. You may have other rights, which vary from state to state.

Vision’s Edge Disclaimer

Without limiting the foregoing Limited Warranty, in no event shall Vision’s Edge, Inc. be liable for any special, indirect, incidental, or conse- quential damages in any way relating to the use or arising out of the use of the Software.

Vision’s Edge, Inc.’s liability shall in no event exceed the total amount of the purchase price/license fee actually paid for the use of the Software.

Some states do not allow the exclusion of implied warranties and/or the exclusion or limitation of incidental or consequential damages, so these exclusions and limitations may not apply to you.

Quark, Inc. Disclaimer

Quark, Inc. makes no warranties, either expressed or implied, regarding the enclosed computer software package, its merchantability, or its fit- ness for any particular purpose. Quark, Inc. disclaims all warranties including, but not limited to, the warranties of the distributors, retailers and developers of the enclosed software.

Without limiting the foregoing, in no event shall Quark, Inc. be liable for any special, indirect, incidental, or consequential damages in any way relating to the use or arising out of the use of the enclosed software.

Quark, Inc.’s liability shall in no event exceed the total amount of the pur- chase price/license fee actually paid for the use of the enclosed software.

Some states do not allow the exclusion of implied warranties and/or the exclusion or limitation of incidental or consequential damages, so these exclusions and limitations may not apply to particular developers.

Trademarks

Bookletizer and Vision’s Edge are trademarks of Vision’s Edge, Inc.

Quark, QuarkXPress, and XTensions are trademarks of Quark, Inc. and all applicable affiliated companies, Reg. U.S. Pat. & Tm. Off. and in many other countries.

Macintosh is a registered trademark of Apple Computer, Inc.

PostScript is a trademark of Adobe Systems Inc., which may be regis- tered in certain jurisdictions.

All other trademarks are the property of their respective owners.

Information in this user guide is subject to change without notice and does not represent a commitment on the part of Vision’s Edge, Inc. Vision’s Edge, Inc. assumes no responsibility or liability for any errors or inaccuracies that may appear in this user guide. The software described in this document is furnished under a license agreement and may only be used or copied in accordance with the terms of the license. This document may not, in whole or in part, be copied, photo- copies, reproduced, translated, or reduced to any electronic medium or machine-readable form without prior consent, in writing, from Vision’s Edge, Inc.