How NOT to make annotations in a PDF

In early July, I prepared a video for my employer that demonstrated how to mark up a PDF correctly, primarily how to use the commenting tools. This came about as a direct result of the Adobe Acrobat team removing certain icons from the comment panel, meaning that many of my customers had to be re-trained on how to mark-up PDF proofs that they were sent. Since July 12, the Acrobat team has decided to return one of the icons it had removed from the comment panel, but still pushes for the use of the blue arrow tool to make additions, deletions or replacements of text. I’m happy that the icon has returned, but frustrated that it was removed in the first place.

thumbsup

This is important because PDF mark-ups can use the annotations workflow that works like this – simple comments are taken into Acrobat using the comments tool and then imported directly into InDesign using plug-in software available from DTPtools. Here is a link to a video of the workflow in action – it effectively takes the mark-ups that were made in the Acrobat file into the ID file, and these mark-ups can be accepted or rejected in a similar fashion to revisions made in Microsoft Word.

There will be occasions that alterations outside of the scope of the annotations workflow will have to be made, but I would encourage anyone who has been asked to mark-up a PDF for their printer to please read these suggestions:

Use the Adobe Acrobat Reader

Yes it is possible to mark-up a PDF in other software such as Preview (Mac) or in some browser plug-ins, but for the mark-ups to save and be interpreted correctly by the DTPtools annotations plug-in, please use the Adobe Acrobat Reader.

Mark-ups only please

That being said, please do not:

  • attempt to make the changes live in the PDF, but instead use the commenting tools only. This means staying clear of the typewriter tool and only using commenting tools, namely the blue arrow tool to make deletions, additions or replacements (or use the classic icons); highlight or sticky note.
  • open the file in Microsoft Word and save it back as a PDF. This can make it impossible to tell the distinction between the two files and will result in the artwork being set up again from scratch.
  • print the PDF and then mark it up in pen, scan it to a new PDF – this will quite clearly not work with the annotations workflow.
  • add or delete pages from the PDF. If pages need to be deleted, use the mark-ups to indicate this. Likewise, if pages need to be inserted, use the sticky-note tool to inform the operator that pages need to be inserted.

Good instructions

  • Delays and misunderstandings because of unclear instructions = $. This will result in a new proof that will no doubt contain misunderstood edits will need to be corrected, resulting in further proofs, chargeable time, delays and frustration.
  • Make sure your instructions are so clear that edits are easily understandable by anybody. Even if you have had a conversation with someone about the alterations to be made, never assume that the person making the alterations will be the person you had a conversation with.

dogeindd

When working in groups

  • Make a distinction between comments intended for collaborators and authors; and comments intended for a printer. Collaborators generally know what is being referred to, but prepress staff are making changes only, so make sure that the instructions for the printers are easily understandable. Any notes, such as opinions (e.g. I don’t like that font), or topic specific queries (e.g. need to fact-check this statement) really should be between collaborators and authors.
  • “Duelling banjos”. If collaborators can’t agree on specific alterations, don’t take it out on the prepress operator – they are doing what they are told to do in the PDF. If there is a dispute between authors about what does/does not need to appear in the publication, resolve that prior to submitting the PDF to the prepress operator for changes.
  • When collaborating, make sure each collaborator is either looking at the SAME PDF, or the same COPY of the PDF, and that changes are submitted at the same time rather than staggered. There is a great video that specifically deals with collaborating groups here.

Think about the practical application of the mark-ups

  • Have realistic expectations of the edits. For example, supplying a 5 page word file with the instructions “fit on 1 page” is unrealistic.
  • Understand the implications of changes. For example, pages that are designed to work as readers’ spreads will be jeopardised if an instruction to shuffle pages forces the spread to break… a segue to this issue…
  • Shuffling pages… Again this can be quite confusing, especially if LOTS of pages are being shuffled around. Remember that shuffling pages can also break pages that are meant to appear together, such as pages set up as readers spreads. Make sure that the new order of the pages is clear to avoid any confusion.

Ultimately, a well marked-up PDF proof can result in more reliable changes being made faster and on-time.

Updated commenting in Acrobat DC

UPDATE 2016-07-13 Adobe has since put the replace text icon back (see this post) but I will leave this post here for posterity.

On 10 May 2016, Adobe released compulsory updates for Acrobat DC and Acrobat Reader DC. Unlike many updates where there is a prompt to install the upgrade or not, this release did not present the user with a prompt and installed the update.

I was aware an update had taken place because there was a new prompt window that would not disappear until I had selected the checkboxes that acknowledged that I had learned the new features.

That said, I should have paid a bit more attention to the update, especially this one!

It was not until late May that a colleague who was proofreading some artwork had noticed that a fundamental commenting tool was missing: Replace text. Concerned, I opened PDF that I sent my colleague and attempted to edit it, indeed learning that the replace text commenting tool was missing, along with the highlight and comment tool.

A quick search on the forums revealed that we weren’t the only ones to notice. Strange too because not all of the Adobe help issues have been changed to reflect the recent update. This page still has old instructions.

In short, to improve the experience with the commenting tool, users are encouraged to use the black arrow tool to highlight affected text and either hit the delete key to denote a deletion, begin typing to denote a replacement, or place their cursor and begin typing to denote an addition. To be fair, once a user is familiar with this behaviour, it is easy to begin making alterations to a proof.

However, I was less than impressed with Adobe’s execution of this strategy by removing tools to force us to use the new tools, especially considering that the change wasn’t explained in their own updates. I decided to vent my spleen via twitter to Adobe’s customer care and the Acrobat team.

awfulupdate

As you can see from the tweets, it largely fell on deaf ears.

The reason for my frustration is not my one-off frustration in learning the new commands, but the fact that I now have to explain this behaviour to hundreds of customers who infrequently use Adobe Acrobat. It has taken years to train the customers to use the commenting tools so that markups can be made that can then be edited in Adobe InDesign using the DTP tools annotations plug-in. That’s assuming that the Adobe Acrobat team doesn’t change the interface again and decide to remove more tools.

This is not my only gripe with Adobe Acrobat at the moment. My colleagues and I are experiencing strange and unusual errors with Acrobat at the moment. In fairness to Adobe, this may have something to do with the Enfocus Pitstop plug-in that is installed. Regardless, it is making what was once an efficient workflow much more complicated.

Now you see it, now you don’t… why?

Several posts ago I wrote a piece concerning Acrobat XI and its ability to undock the comments panel so that it could be moved away from the right hand side of the screen. This had advantages when scrolling the list of comments, as to get to the comments further down the list you have to use the slider (that can sometimes miss comments if scrolled too far) or single-click the arrow at the bottom of the scrollbar, and this can inadvertently:

  • Invoke my Dock to pop up on my mac;
  • Invoke a “hot corner” action on my mac that is set to the bottom right of the screen;
  • Inadvertently open an email alert that pops up via Microsoft Outlook (alerts pop up on the bottom right of the screen).

Read the full article here.

The solution was to click on a button within the commenting panel that would allow the list to be undocked. Here is how it used to look in Acrobat XI:

trackalts2However, in Acrobat DC, the “Undock Comment List” is no more!

wherediditgo

There is no ability to change this in the Commenting Preferences either.

This might seem like a rather obscure feature, but when working with marked-up PDFs as a workflow it is a handy feature to have that will save lots of time.

Fortunately, the ability to view comments that were unchecked does remain… for now!

However, I am less than impressed so far with Acrobat DC, and this is largely due to the way it was released. When the product was made live via Creative Cloud, Acrobat DC appeared as an upgrade, but what wasn’t apparent is that uninstalled the existing version of Acrobat! Luckily there were other users that experienced this before me and had tweeted about it:

taketh3For most users, this may not have been a problem, but my version of Acrobat was also running a paid plug-in and had several scripts that had modified the user interface menus, such as the ability to reverse the page order or collate another PDF into the currently opened PDF. So installing Acrobat DC would have completely deleted these enhancements, and meant putting them back on… and in the case of the plug-in, would have meant purchasing the new version (there was no free update to work with Acrobat DC), and waiting until it was available!

To be fair to Adobe, they have now amended the installation process and introduced a checkbox that is ticked on by default that says “Remove old versions”. I’m glad we’re now given a warning and an option, however I think the default of that option should be ticked OFF.

That said, Adobe have received the message loud and clear not to do it again. I say that as an attendee of the PEPCON 2015 Conference in Philadelphia, where attendees met the Adobe InDesign engineers on day three for a general questions and answers session, where this (and many other suggestions) were passed directly onto the team.

Unfortunately, it came a little too late for the find font panel in CC2015. Mike Rankin at indesignsecrets.com posted this piece on the sudden disappearance of icons in the find font menu of Adobe InDesign that many in prepress find invaluable.

See it at the final size… finally!

Two previous Colecandoo articles (part one and part two) discussed the inability of InDesign to control the view size and appearance of PDFs that were exported using the Adobe PDF export function from the file menu.

Since the June release of Adobe InDesign CC 2015, this is no longer an issue. As part of the PDF export dialog box, a new “viewing” portion has been added to the interface that allows for the view size and the layout.

exportpdf1It is worth noting though that the compatibility dropdown of the PDF export options must be set to Acrobat 6 (PDF 1.5) before this feature will fully display all options in the layout dropdown field. If the compatibility dropdown is set to Acrobat 5 (PDF 1.4) or lower, then two of the layout options – Two-Up (Facing) and Two-Up (Cover Page) – will be greyed out.

exportpdf2It is great that this feature has been added to the PDF export interface. Let us see if future releases of InDesign CC can also incorporate other PDF export features such as:

  • Ability to create and export PDF comments directly in an InDesign file; and
  • More support for PDF forms.

Just to find fault however, I have noticed that the Pages portion of the PDF export Dialog box has NOT incorporated a change that was made to the print dialog box, and that was the inclusion of the option for “current page”.

See it at the final size – view size and Acrobat: Part 2

2015-07-03 NOTE: This article is now out of date since the release of Adobe InDesign CC 2015. However, I have left the article here for posterity.

A previous Colecandoo article presented a way of being able to control the view size and page presentation of PDFs used as soft-proofs for clients. The solution was to use the Actions tool in Adobe Acrobat to apply an appropriate action that contains the necessary view size/page presentation settings.

This method certainly works, but there is a far more easy method that can be done directly from Adobe InDesign, and that is to export as an interactive PDF.

As a printer that, I had created very little interactive content until recently. I felt that the “Export to Interactive PDF” was only of use for content that contained form fields or other interactive elements, so I had not considered this an option… until now. In fact, this method is much easier than the method described in the previous article. Once again though, this should only be used when a client is checking the content of the PDF only.

To do this, select File/Export (or command + e on a Mac) and from the dialog box, select Adobe PDF (Interactive) from the dropdown list and click Save.

interpic01

A new dialog box will appear showing the available options for export, including the view and layout settings.

interpic02

If preparing a proof that is to appear as readers spreads, be careful that it is possible to select the same view in two places in this dialog box, with some unwanted consequences.

interpic03

To avoid this, use the Two-Up (Cover Page) option available from the Layout dropdown menu, rather than the Spreads option from the Pages/Spreads radio buttons.

The method still needs improvement…

One important note is that unlike the PDF export option for print, there is no way to save export presets for Interactive PDFs. Instead, the options used to last export an interactive PDF are maintained for the next export.

With this in mind, PDFs can also be exported en masse using Peter Kahrel’s batch convert script, but make sure that prior to using the script, one file is correctly exported to interactive PDF before using the script. Peter’s instructions do say this already, but it is worth writing it again.

Tracking Acrobat Revisions without miles of cursor moving

For anyone using an Acrobat markup workflow to take in client alterations, the following scenario may be familiar: Take in one client alteration, tick that it is done, scroll down to the next one, and take in that alteration… or perhaps tick that an alteration is done but not scroll down until all of the alterations that are visible have been done and then scroll down to the next set of untouched alterations.

trackalts1ccombined

For me, this falls into a category of “mildly annoying” when ticking off an alteration, then scrolling a fraction forward to put the next one to the top of the comments list. This escalates to “really annoying” when moving the cursor further to the bottom right of the screen to scroll down further, as instead of scrolling further down, the cursor will:

  • Invoke my Dock to pop up on my mac;
  • Invoke a “hot corner” action on my mac that is set to the bottom right of the screen;
  • Inadvertently open an email alert that pops up via Microsoft Outlook (alerts pop up on the bottom right of the screen).

I could always use the vertical slider to scroll only a fraction downwards, but as I near the end of the corrections, the vertical slider will still be closer to the bottom right hand of the screen.

trackalts1combined

I am unsure whether the comments list can be scrolled through vertically using the click-wheel on a mouse because I am using a stylus, but can say that the pan/scroll button on my stylus will not move vertically through the comments list.

The solution was inspired by an article from Matt Mayerchak and Kelly Vaughn that appeared in Issue 68 of InDesign Magazine titled “PDF Markup Demystified”. It is definitely worth a read if considering Acrobat markups as a workflow, or ways of improving an Acrobat workflow that may already be in use.

The first part of the solution was to do something that I did not think was possible in Adobe Acrobat – undock the comment list.

trackalts2

Doing this allows the list of comments list to appear as a panel that can start and finish at a custom size, and doesn’t limit the list to the bottom right of the screen. In this example, I have moved the comments closer to the left hand side of the artwork.

trackalts3b

The second part of the solution is eluded to in the article but not mentioned directly, and that is the ability to show only comments that are unchecked.

trackalts4 and 5b

It is worth noting that these checked/unchecked options are only available once one comment has been set from unchecked to checked.

trackalts5combined

Once this is done, the moment an alteration marked as checked, the alteration disappears and is replaced by the next unchecked alteration.

trackalts6combined

As a result of undocking the comment list and only showing unchecked alterations, it is now possible to see the current alterations being worked on without having so much cursor “travel time”. It might not seem like much, but for anyone using this workflow who may see 200-400 edits per PDF, that’s a lot of time that can be saved.

See it at the final size – view size and Acrobat

2015-07-03 NOTE: This article is now out of date since the release of Adobe InDesign CC 2015. However, I have left the article here for posterity.

A previous post has discussed issues with PDF proofing for issues relating to quality.

If checking content only, PDF proofs can be an efficient way of checking content, given that hard copy proofs do not have to be created or delivered to the client. If the client also has the latest version of Acrobat Reader, PDF proofing also allows alterations or markups to be made on the PDF proof.

One feature I would like to be able to control in InDesign when preparing the PDF is how the PDF should appear on the client’s screen. Adding bookmarks and other interactive elements to a PDF is fine, but ultimately for the creation of content that is for other purposes rather than a print-proof, these features are not necessary.

It is possible to control the security settings of the PDF:

security

But what cannot be controlled from InDesign is the size and page presentation of the PDF. When viewing a PDF in Adobe Acrobat, the file will appear at the size and presentation options that are in the client’s defaults (from the Preferences/General menu).

pdfpreferences

There are occasions where checking a PDF at the correct size and presentation are important, such as:

  • Seeing pages that feature cross-overs in a readers spread;
  • Seeing the artwork at the finished size (e.g. can reveal if type sizes are too big or small)

pizzafullsize

pizzasmall

In the example above, a pizza recipe is prepared on a business card. Using the default view to check the PDF, all looks good, but when viewed to the true output (final size when printed) size, it looks like a recipe card for ants!

These view settings cannot be controlled by InDesign, but can be controlled in Acrobat Professional. While a PDF is open, the options can be found under the File/Properties menu.

pdfinitialview

These initial view settings can be changed (as well as whether or not to display other features such as bookmarks etc), the file saved and closed. Once the file is opened again, the PDF will view to the settings that were changed in the preferences. That is fine if changing one file, but if changing dozens at once, or wishing to change the view permanently, this is not an ideal solution.

Solution: The Action Wizard

Instead, the view settings can be changed using the Action Wizard. If unsure where the action wizard is, open any PDF to show the side tabs, and then click on the Tools tab, then check the Action Wizard option.

findaction

To create a new action, click the Create New Action button. Once clicked, a new dialog box will appear. Since the initial view needs to be changed, go to the Document Processing tab and select the Set Open Options button.

setopenoptions

The following example would save a file so that it displayed as readers spreads to fit the screen.

makeaction1

The following example would save a file so that it displayed at 1:1 size.

makeaction2

Just like the File/Properties menu, there are more features that can be changed, such as what side tabs to open, whether or not menus or icons should appear.

There is also the ability to change many files other than an open file, as well as what to do with the resulting files. This is done by changing the “Start with” or “Save to” dropdown fields.

whattodowithaction

When all the relevant settings are made, click Save. A dialog box will prompt for a name and description of the action so it can be found later.

saveaction

The action is now added to the list of available actions, with the last action used at the top of the list.

Voila! A solution now exists to change the views without lots of navigation through dialog boxes.

Never, ever, EVER tick this checkbox when making a PDF!

A rather obscure and never before used checkbox in the export PDF dialog box has caused great concern for one particular reader, and that was the ability to create a PDF that has visible guides and grids.

To illustrate what happens, the following example will be used. Take the front of this flyer for a band, and note the gridlines in InDesign.

notthebutton1

The flyer is ready to be sent to the client so a PDF needs to be made. For the purpose of this demonstration, the [High Quality Print] setting that is one of the default presets for Adobe InDesign will be used, with one exception: The checkbox at the bottom “Visible Guides and Grids”

notthebutton2

The PDF is now created but unlike other PDFs, the guides and grids are not only visible, but will end up on the final print as well! The illustration shows that the guidelines can be selected with third party tools such as Enfocus Pitstop Professional.

notthebutton3

In this reader’s case, the checkbox was clicked mistakenly and fortunately for them, the eagle-eyed prepress staff that were about to print the artwork had noticed the lines and fixed the situation accordingly. However, the issue had highlighted several important points:

There are many features of InDesign that are somewhat obscure and would be used rarely, but is there really anyone out there that would ever feel the need to show their clients the grids and columns on a PDF, yet alone output them to a print-ready PDF?

Only instance that comes to mind would be a client that insists items on a proof are not lining up. Using this feature (with the appropriate gridline in the file) would create a PDF that would show the client that in fact the items do line up as intended… but is this a situation that arises often enough to warrant such a button in the export options?

Reader thoughts are definitely welcome on this topic!

No links stinks methinks

Recently, my colleagues and I have noticed several InDesign files supplied by clients that contain images that do not appear in the links palette. This creates issues because:

  • The image cannot be edited
  • Its details (resolution, colour space etc) cannot be determined through the links palette
  • Its high-res appearance or PDF output can change from how the image appears in standard preview in InDesign.

When I tried to replicate this fault (having an image with no link in the links palette), the consistent way to achieve this fault was to cut (or drag) content from one application and paste it into InDesign.

To demonstrate this, I have dragged an image from my Facebook page into InDesign. This is how the links palette looks in InDesign:

pic1

Note that the links palette shows no link, so I have no mechanical information about the link from the links palette. When I right click on the image I can’t edit the image from the contextual menu.

Now, if I place the original image from my hard drive using the File/Place command, I can now see the information about the link from the links palette and I can also edit the image from the contextual menu.

pic2

This is where cut and paste (or drag and drop) can become confusing. If I drag the image icon from any folder using Finder (on a Mac) or Explorer (Windows) the image appears in the links and is editable.

pic3

However, if I open Photoshop, select all with my marquee tool, copy and paste (or drag and drop) into InDesign, again no link/edit menu is the result. SO NO GOOD!

pic4

This example is using only one picture, but imagine a parts catalogue or any other picture-rich content that may have this issue.

Disturbingly, it doesn’t show up on the [Basic] preflight profile, nor does it show up as an issue in the package feature.

pic5

However, if use a decent preflight profile such as VIGC_v2.0_Prepare for Sheet CMYK_1v4, it does show up as an error, but only for its resolution and not its colour format.

pic6

Ultimately to avoid this situation, the best solution is to avoid drag/drop or cut and paste between applications.

“Spot” the difference of soft light with overprint preview

I recently found myself being the “bad guy” after having to instruct a customer to resupply their artwork given that many of the effects applied to the pictures in InDesign would not print as desired.

In short, the artwork was an annual report printed in full colour plus a metallic silver spot colour. Originally supplied PDF only, everything looked fine on first glance with the overprint preview off. However, while the document was being manually preflighted using Acrobat’s Output Preview, I had noticed that a greyscale-like effect on the silver had disappeared once I had entered the Output Preview. Concerned, I restarted Acrobat to make sure the glitch was not software related, but again the same thing appeared. This happened on several machines and it soon became apparent that the artwork would in fact print as it appeared in Output Preview rather than the normal preview.

The customer was then contacted and informed of the situation. After replying that the artwork looked fine on his screen, the customer was then instructed to turn the overprint preview on within InDesign, and lo and behold… he began to see what I saw. He then told me he had used the soft light effect.

To demonstrate the phenomenon, I have created a new InDesign file with five elements: a rectangle coloured with Pantone 871C; a rectangle coloured with the default green which ships with InDesign; a stock photo with the soft light effect applied , and two captions of the colours in the rectangles. In the before image, the Separations preview is turned off.

and this is how the InDesign file looked after the separations preview was turned on:

resulting in the image disappearing from Pantone 871C rectangle. However, the image still appears over the process green rectangle.

Ultimately, this means that the effect is only reproducable over process colour, and not spot colour, regardless whether it is metallic or not.

Interestingly as well was the fact that in Live preflight, there was no error warning of this particular feature of the soft light effect, so if I was purely to obey the live preflight and not check my file with the separations preview or overprint preview, this would have been completely missed.

The lesson here? Always check artwork using the separations preview to make sure the artwork will appear as designed, and that some effects will work in process only.

The proof is in… your email?

Lately, my employer has seen an increase in the amount of clients who are now insisting on seeing PDF proofs of their artwork only. The irony is that the clients had provided PDF art to begin with, and in many instances, the same file sent to the printer is literally emailed straight back to the client.

This is a dangerous practice. Proofs like this will not:

  • determine whether the artwork was imposed or double-sided correctly by the printer;
  • show the colour quality of a printed proof;
  • reveal any corruptions, incorrect trapping or unwanted overprints which have been either created or processed by the printer’s RIP;

It also assumes that the client is going to view the PDF in Adobe Acrobat Reader or Pro. How about if the client chooses to open the PDF:

  • Using Mac’s Preview software; or
  • Nitro PDF (or any other third party PDF developer); or
  • within an internet browser such as Safari or Internet Explorer?

It further assumes that the client is viewing the PDF in conditions identical to that of the author, such as overprint preview being enabled.

Here is an example to demonstrate how the same PDF can look differently with something as simple as “overprint preview” being enabled. Download this PDF and try to view the PDF:

  • Using Adobe Acrobat Professional with Output Preview turned on;
  • Using Adobe Acrobat Reader (only the default settings);
  • within any internet browser; and
  • Using Mac’s Preview software.

Did the image look like:

or did the PDF look like

The bottom example is how the table would have likely printed, given that it had fill overprints enabled in the table setup:

But it is more likely that the file actually looked like the first example in Acrobat Reader or via Mac’s Preview option.

Yes, customers can be given instructions to make sure that when they are looking at PDF proofs (using Acrobat Reader) to ensure that their overprint preview is turned on… if you can find it. It seems to be in a different menu or dialog depending which version and operating system they are using. It also assumes that an overprint preview option is available… what if they are viewing the PDF via an internet browser or mac preview – where is overprint preview there?

[EDIT: 9 February 2012]: The VIGC (Flemish Innovation Center for Graphic Communication) has posted an article which echoes the sentiments posted in this one concerning PDF previewers for print purposes. Click here to read the full article.

Nowadays, with many providers being interstate or overseas, printed proofs are not always an option or convenience.

Luckily, any printer worth their salt will be able to provide PDF proofs generated by their respective RIPs which will reveal any issues raised in the third bullet point above. PDFs proofed in this fashion typically display a rasterised file of how the artwork was interpreted by the RIP. If clients are familiar with impositions, this method may also solve the issues raised in the first bullet point. In terms of proofing colour… a printed proof will always be better.

Ultimately, if your hand is forced by your client, insist that the printer provide imposed proofs generated by the RIP rather than PDFs which had been sent to the printer in the first place.

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